| |
Institutional
Holders
Total
Institutions:
 |
139  11 |
|
|
Total
shares held :
|
29,376,604 |
|
|
% of shares
held :
|
60.2% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-27 |
|
|
Amount
of shares held :
|
-654,025 |
|
|
% of shares
held change :
|
-1.34% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$28.54 |
|
|
Last
Quarter's Ending
Price :
|
$30.69 |
|
|
Last
Quarter's Average
Price :
|
$29.17 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 3.22 (11.03%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  SigFig Wealth Management LLC |
9 |
- |
2024-03-31 |
3,115,948 |
$97,654,000 |
115,466 |
|
| WELLS FARGO & CO/MN |
550 |
- |
2024-03-31 |
2,513,087 |
$78,760,000 |
110,219 |
|
| WMS PARTNERS, LLC |
10 |
- |
2023-12-31 |
1,520,296 |
$46,658,000 |
13,920 |
|
| Betterment LLC |
49 |
- |
2024-03-31 |
1,433,065 |
$44,912,000 |
24,334 |
|
| SPINNAKER TRUST |
12 |
- |
2024-03-31 |
1,093,916 |
$34,283,000 |
2,366 |
|
| BANK OF AMERICA CORP /DE/ |
1562 |
- |
2023-12-31 |
899,044 |
$27,592,000 |
135,823 |
|
| Apella Capital LLC |
27 |
- |
2024-03-31 |
586,820 |
$18,693,000 |
9,602 |
|
| FLOW TRADERS U.S. LLC |
31 |
- |
2023-12-31 |
565,749 |
$17,363,000 |
379,453 |
|
| ARVEST INVESTMENTS INC. |
12 |
- |
2024-03-31 |
476,947 |
$14,948,000 |
4,882 |
|
| KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
43 |
- |
2024-03-31 |
423,191 |
$13,263,000 |
27,126 |
|
| ROYAL BANK OF CANADA |
1309 |
- |
2023-12-31 |
428,228 |
$13,142,000 |
80,764 |
|
| CITADEL ADVISORS LLC |
1259 |
- |
2023-12-31 |
273,194 |
$8,384,000 |
40,418 |
|
| Archford Capital Strategies LLC |
22 |
- |
2024-03-31 |
211,713 |
$6,635,000 |
20,071 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1123 |
- |
2024-03-31 |
168,521 |
$5,281,000 |
21,862 |
|
| First Ascent Asset Management LLC |
31 |
- |
2023-12-31 |
131,396 |
$4,033,000 |
5,881 |
|
| FINANCIAL NETWORK |
680 |
- |
2023-12-31 |
129,496 |
$3,974,000 |
5,995 |
|
| CoreCap Advisors LLC |
79 |
- |
2023-12-31 |
126,993 |
$3,897,000 |
3,611 |
|
| First Capital Advisors Group LLC. |
15 |
- |
2023-06-30 |
112,414 |
$3,361,000 |
54,388 |
|
| Anchor Investment Management LLC |
91 |
- |
2023-12-31 |
85,867 |
$2,635,000 |
2,041 |
|
| ALTFEST L J & CO INC |
76 |
- |
2024-03-31 |
49,176 |
$1,541,000 |
2,143 |
|
| MARINER WEALTH ADVISORS, LLC |
1398 |
- |
2023-12-31 |
34,054 |
$1,045,000 |
5,222 |
|
| RENAISSANCE TECHNOLOGIES LLC |
2382 |
- |
2023-12-31 |
33,700 |
$1,034,000 |
22,600 |
|
| CITIGROUP INC |
2644 |
- |
2024-03-31 |
18,683 |
$586,000 |
426 |
|
| BB&T CORP |
1870 |
- |
2023-12-31 |
17,894 |
$549,000 |
556 |
|
| Worth Financial Advisory Group LLC |
81 |
- |
2024-03-31 |
14,434 |
$452,000 |
103 |
|
| LINCOLN NATIONAL CORP |
787 |
- |
2024-03-31 |
14,059 |
$441,000 |
693 |
|
| Goss Wealth Management LLC |
1415 |
- |
2023-12-31 |
12,961 |
$383,000 |
10,312 |
|
| Private Advisor Group LLC |
1743 |
- |
2024-03-31 |
11,066 |
$347,000 |
155 |
|
| Integrated Wealth Concepts LLC |
1235 |
- |
2023-12-31 |
10,141 |
$311,000 |
1,081 |
|
| ICA Group Wealth Management LLC |
202 |
- |
2023-12-31 |
9,823 |
$301,000 |
57 |
|
| Hexagon Capital Partners LLC |
152 |
- |
2024-03-31 |
9,214 |
$289,000 |
2,099 |
|
| HIGHTOWER ADVISORS, LLC |
2781 |
- |
2024-03-31 |
7,923 |
$247,000 |
45 |
|
| Coastal Investment Advisors Inc. |
520 |
- |
2024-03-31 |
2,200 |
$69,000 |
2,200 |
|
| MORRIS FINANCIAL CONCEPTS INC. |
114 |
- |
2024-03-31 |
2,027 |
$64,000 |
519 |
|
| Steward Partners Investment Advisory LLC |
1944 |
- |
2023-12-31 |
1,754 |
$54,000 |
985 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2096 |
- |
2023-12-31 |
1,379 |
$42,000 |
459 |
|
| PRIVATE TRUST CO NA |
1198 |
- |
2024-03-31 |
1,213 |
$38,000 |
213 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1571 |
- |
2023-12-31 |
1,179 |
$36,000 |
985 |
|
| FMR LLC |
3803 |
- |
2023-12-31 |
610 |
$19,000 |
438 |
|
| Investors Research Corp |
650 |
- |
2024-03-31 |
523 |
$16,000 |
148 |
|
| GeoWealth Management LLC |
659 |
- |
2023-12-31 |
154 |
$5,000 |
98 |
|
|
41 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
