|
Institutional
Holders
Total
Institutions:
|
311 11 |
|
Total
shares held :
|
80,695,696 |
|
% of shares
held :
|
37.71% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
61 |
|
Amount
of shares held :
|
18,584,294 |
|
% of shares
held change :
|
8.68% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$23.60 |
|
Last
Quarter's Ending
Price :
|
$25.30 |
|
Last
Quarter's Average
Price :
|
$24.16 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.19 (4.93%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
GOLDMAN SACHS GROUP INC/ |
392 |
- |
2023-12-31 |
8,708,461 |
$220,324,000 |
5,823,825 |
|
FMR LLC |
709 |
- |
2023-12-31 |
8,645,443 |
$218,730,000 |
9,664 |
|
SEI INVESTMENTS CO |
59 |
- |
2023-12-31 |
7,541,677 |
$190,805,000 |
986,580 |
|
BANK OF AMERICA CORP /DE/ |
695 |
- |
2023-12-31 |
5,410,481 |
$136,885,000 |
1,682,931 |
|
WELLS FARGO & CO/MN |
382 |
- |
2023-12-31 |
4,905,968 |
$124,121,000 |
645,238 |
|
EXCHANGE TRADED CONCEPTS LLC |
1 |
- |
2024-03-31 |
3,258,311 |
$83,706,000 |
1,004,521 |
|
ENVESTNET ASSET MANAGEMENT INC |
484 |
- |
2023-12-31 |
2,818,787 |
$71,315,000 |
426,430 |
|
LPL FINANCIAL CORP |
402 |
- |
2023-12-31 |
2,716,518 |
$68,728,000 |
519,723 |
|
MORGAN STANLEY |
1824 |
- |
2023-12-31 |
1,790,967 |
$45,311,000 |
699,179 |
|
Revolve Wealth Partners LLC |
4 |
- |
2024-03-31 |
927,730 |
$23,833,000 |
136,817 |
|
AMERIPRISE FINANCIAL INC |
1212 |
- |
2023-12-31 |
867,784 |
$21,940,000 |
253,843 |
|
UBS Group AG |
1148 |
- |
2023-12-31 |
695,696 |
$17,601,000 |
218,907 |
|
Wright Fund Managment LLC |
|
- |
2023-12-31 |
601,500 |
$15,218,000 |
601,500 |
|
WASHINGTON TRUST BANK |
29 |
- |
2023-12-31 |
554,833 |
$14,037,000 |
495,768 |
|
MERCER GLOBAL ADVISORS INC /ADV |
257 |
- |
2023-12-31 |
503,022 |
$12,726,000 |
32,777 |
|
Betterment LLC |
72 |
- |
2023-12-31 |
389,320 |
$9,850,000 |
344,110 |
|
STIFEL FINANCIAL CORP |
777 |
- |
2023-12-31 |
388,821 |
$9,837,000 |
120,850 |
|
BANK OF NEW YORK MELLON CORP |
1973 |
- |
2024-03-31 |
374,865 |
$9,630,000 |
82,388 |
|
Advisor Group Holdings Inc. |
836 |
- |
2023-12-31 |
373,611 |
$9,451,000 |
147,096 |
|
Capital Analysts Inc. |
47 |
- |
2023-12-31 |
365,239 |
$9,241,000 |
364,299 |
|
Carnick & Kubik Group LLC |
43 |
- |
2024-03-31 |
343,695 |
$8,830,000 |
72,214 |
|
HIGHTOWER ADVISORS, LLC |
782 |
- |
2023-12-31 |
303,434 |
$7,674,000 |
7,833 |
|
MARINER WEALTH ADVISORS, LLC |
561 |
- |
2023-12-31 |
293,114 |
$7,416,000 |
237,059 |
|
CONFLUENCE INVESTMENT MANAGEMENT LLC |
111 |
- |
2024-03-31 |
265,304 |
$6,816,000 |
132,585 |
|
Collaborative Wealth Managment Inc. |
3 |
- |
2023-12-31 |
262,651 |
$6,645,000 |
16,549 |
|
CAPITAL INSIGHT PARTNERS LLC |
22 |
- |
2024-03-31 |
244,876 |
$6,291,000 |
12,081 |
|
M&T BANK CORP |
382 |
- |
2023-12-31 |
235,500 |
$5,958,000 |
123,420 |
|
Vishria Bird Financial Group LLC |
16 |
- |
2024-03-31 |
225,771 |
$5,800,000 |
603 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1029 |
- |
2023-12-31 |
217,615 |
$5,506,000 |
168,385 |
|
Integrated Wealth Concepts LLC |
234 |
- |
2023-12-31 |
198,496 |
$5,022,000 |
35,499 |
|
High Net Worth Advisory Group LLC |
14 |
- |
2024-03-31 |
194,922 |
$5,008,000 |
66 |
|
HTLF Bank |
52 |
- |
2024-03-31 |
183,938 |
$4,725,000 |
2,556 |
|
J P MORGAN CHASE & CO |
2487 |
- |
2023-12-31 |
185,176 |
$4,685,000 |
41,909 |
|
Sargent Bickham Lagudis LLC |
54 |
- |
2022-12-31 |
94,870 |
$4,646,000 |
5,269 |
|
RFG Advisory Group LLC |
114 |
- |
2024-03-31 |
178,680 |
$4,590,000 |
1,713 |
|
OLD NATIONAL BANCORP /IN/ |
156 |
- |
2024-03-31 |
178,360 |
$4,582,000 |
59,936 |
|
Erickson Financial Group LLC |
10 |
- |
2023-12-31 |
175,584 |
$4,442,000 |
19,489 |
|
Garrett Investment Advisors LLC |
39 |
- |
2024-03-31 |
163,411 |
$4,198,000 |
3,922 |
|
RENAISSANCE TECHNOLOGIES LLC |
1478 |
- |
2023-12-31 |
161,700 |
$4,091,000 |
161,700 |
|
DUBUQUE BANK & TRUST CO |
51 |
- |
2023-09-30 |
167,163 |
$3,982,000 |
4,887 |
|
AE Wealth Management LLC |
692 |
- |
2023-12-31 |
143,765 |
$3,619,000 |
48,236 |
|
MML INVESTORS SERVICES LLC |
742 |
- |
2023-12-31 |
140,557 |
$3,556,000 |
11,402 |
|
Lido Advisors LLC |
284 |
- |
2023-12-31 |
140,020 |
$3,543,000 |
2,883 |
|
Chemistry Wealth Management LLC |
22 |
- |
2024-03-31 |
133,109 |
$3,420,000 |
860 |
|
Apollon Wealth Management LLC |
167 |
- |
2023-12-31 |
128,776 |
$3,258,000 |
68,100 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
255 |
- |
2023-12-31 |
125,121 |
$3,166,000 |
37,049 |
|
Prentice Wealth Management LLC |
17 |
- |
2024-03-31 |
117,120 |
$3,009,000 |
52,920 |
|
Equitable Holdings Inc. |
312 |
- |
2023-12-31 |
113,802 |
$2,879,000 |
35,396 |
|
OLD MISSION CAPITAL LLC |
205 |
- |
2023-12-31 |
111,859 |
$2,830,000 |
70,430 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
279 |
- |
2023-12-31 |
111,773 |
$2,828,000 |
90,548 |
|
Perigon Wealth Management LLC |
183 |
- |
2023-12-31 |
111,140 |
$2,812,000 |
1,407 |
|
Executive Wealth Management LLC |
|
- |
2023-12-31 |
106,711 |
$2,700,000 |
12,776 |
|
Farther Finance Advisors LLC |
101 |
- |
2023-12-31 |
103,704 |
$2,624,000 |
89,366 |
|
Schonfeld Strategic Advisors LLC |
659 |
- |
2023-12-31 |
100,259 |
$2,537,000 |
100,259 |
|
KWMG LLC |
91 |
- |
2024-03-31 |
92,938 |
$2,388,000 |
11,244 |
|
Orcam Financial Group |
6 |
- |
2023-12-31 |
91,518 |
$2,315,000 |
544 |
|
McAdam LLC |
78 |
- |
2024-03-31 |
87,997 |
$2,261,000 |
6,291 |
|
Oakwell Private Wealth Management LLC |
20 |
- |
2024-03-31 |
86,992 |
$2,235,000 |
5,396 |
|
Rockefeller Capital Management L.P. |
900 |
- |
2023-12-31 |
80,407 |
$2,034,000 |
58,244 |
|
GYL Financial Synergies LLC |
124 |
- |
2023-12-31 |
78,993 |
$1,999,000 |
27,838 |
|
CITADEL ADVISORS LLC |
2330 |
- |
2023-12-31 |
77,299 |
$1,956,000 |
77,299 |
|
FINANCIAL NETWORK |
976 |
- |
2023-12-31 |
76,069 |
$1,925,000 |
30,123 |
|
Cetera Investment Advisers |
814 |
- |
2023-12-31 |
75,892 |
$1,920,000 |
18,322 |
|
Tennessee Valley Asset Management Partners |
34 |
- |
2024-03-31 |
74,629 |
$1,917,000 |
2,277 |
|
Baird Financial Group Inc. |
943 |
- |
2023-12-31 |
75,729 |
$1,916,000 |
41,507 |
|
DRAVO BAY LLC |
18 |
- |
2023-12-31 |
74,292 |
$1,880,000 |
13,305 |
|
WEALTH MANAGEMENT RESOURCES INC. |
22 |
- |
2024-03-31 |
70,216 |
$1,804,000 |
1,943 |
|
Private Advisor Group LLC |
850 |
- |
2023-12-31 |
65,332 |
$1,653,000 |
23,075 |
|
Manhattan West Asset Management LLC |
67 |
- |
2023-12-31 |
60,824 |
$1,539,000 |
12,194 |
|
ATRIA INVESTMENTS LLC |
726 |
- |
2023-12-31 |
58,013 |
$1,468,000 |
58,013 |
|
DOHJ LLC |
63 |
- |
2024-03-31 |
56,906 |
$1,462,000 |
16,756 |
|
Sebold Capital Management Inc. |
25 |
- |
2024-03-31 |
48,926 |
$1,257,000 |
20,969 |
|
RAYMOND JAMES TRUST CO |
422 |
- |
2024-03-31 |
46,284 |
$1,189,000 |
2,185 |
|
Breakwater Capital Group |
84 |
- |
2024-03-31 |
43,853 |
$1,127,000 |
1,093 |
|
LINCOLN NATIONAL CORP |
429 |
- |
2023-12-31 |
43,580 |
$1,103,000 |
5,972 |
|
Tortoise Investment Management LLC |
103 |
- |
2023-12-31 |
43,330 |
$1,096,000 |
11,310 |
|
QP WEALTH MANAGEMENT LLC |
18 |
- |
2023-09-30 |
45,803 |
$1,091,000 |
2,085 |
|
Kestra Advisory Services LLC |
1081 |
- |
2023-12-31 |
42,542 |
$1,076,000 |
16,201 |
|
Beta Wealth Group Inc. |
34 |
- |
2023-12-31 |
41,556 |
$1,051,000 |
468 |
|
Financial Advocates Investment Management |
276 |
- |
2023-12-31 |
41,012 |
$1,038,000 |
19,622 |
|
Steward Partners Investment Advisory LLC |
707 |
- |
2023-12-31 |
40,766 |
$1,031,000 |
11,072 |
|
DROMS STRAUSS ADVISORS INC /MO/ /ADV |
36 |
- |
2023-12-31 |
40,715 |
$1,030,000 |
28,776 |
|
REGAL INVESTMENT ADVISORS, LLC |
223 |
- |
2023-12-31 |
40,298 |
$1,020,000 |
6,723 |
|
Wealthcare Advisory Partners LLC |
378 |
- |
2024-03-31 |
36,906 |
$948,000 |
7,773 |
|
FLAGSHIP HARBOR ADVISORS LLC |
269 |
- |
2024-03-31 |
34,658 |
$890,000 |
7,085 |
|
Advisory Alpha LLC |
|
- |
2023-12-31 |
30,372 |
$768,000 |
3,013 |
|
SUMMIT INVESTMENT ADVISORS INC |
680 |
- |
2023-12-31 |
29,460 |
$745,000 |
5,449 |
|
Family Asset Management LLC |
53 |
- |
2023-12-31 |
26,982 |
$683,000 |
23,534 |
|
MODERA WEALTH MANAGEMENT, LLC |
338 |
- |
2023-12-31 |
26,522 |
$671,000 |
26,522 |
|
VanderPol Investments L.L.C. |
17 |
- |
2024-03-31 |
25,688 |
$660,000 |
12,642 |
|
Syverson Strege & Co |
34 |
- |
2023-12-31 |
25,717 |
$651,000 |
6,142 |
|
MBL Wealth LLC |
110 |
- |
2024-03-31 |
25,256 |
$649,000 |
2,536 |
|
Alta Wealth Advisors LLC |
69 |
- |
2023-12-31 |
25,445 |
$644,000 |
11,681 |
|
H D Vest Advisory Services |
886 |
- |
2023-12-31 |
24,916 |
$630,000 |
1,362 |
|
Integrity Wealth Solutions LLC |
56 |
- |
2024-03-31 |
22,911 |
$589,000 |
165 |
|
Retirement Investment Advisors Inc. |
37 |
- |
2023-12-31 |
18,380 |
$465,000 |
7,172 |
|
Insight Wealth Strategies LLC |
138 |
- |
2024-03-31 |
17,609 |
$452,000 |
70 |
|
Qube Research & Technologies Ltd |
2026 |
- |
2023-12-31 |
17,431 |
$441,000 |
14,793 |
|
TRUENORTH, INC. |
66 |
- |
2024-03-31 |
17,050 |
$438,000 |
3,200 |
|
Missouri Trust & Investment Co |
91 |
- |
2023-12-31 |
16,250 |
$411,000 |
8,250 |
|
|
100 Records found
|
1
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