| |
Institutional
Holders
Total
Institutions:
 |
113  2 |
|
|
Total
shares held :
|
59,321,426 |
|
|
% of shares
held :
|
33.14% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
|
Amount
of shares held :
|
2,988,412 |
|
|
% of shares
held change :
|
1.67% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
|
Last
Quarter's Ending
Price :
|
N/A |
|
|
Last
Quarter's Average
Price :
|
N/A |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
5 |
- |
2024-03-31 |
17,153,804 |
$672,944,000 |
904,607 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
15 |
- |
2023-12-31 |
14,966,898 |
$513,215,000 |
702,034 |
|
| ENVESTNET ASSET MANAGEMENT INC |
88 |
- |
2023-12-31 |
14,604,950 |
$500,804,000 |
642,064 |
|
| BLACKROCK INC. |
2499 |
- |
2024-03-31 |
1,045,923 |
$41,032,000 |
9,542 |
|
| Comprehensive Portfolio Management LLC |
16 |
- |
2024-03-31 |
840,030 |
$32,954,000 |
6,044 |
|
| Klaas Financial Asset Advisors LLC |
7 |
- |
2024-03-31 |
541,482 |
$21,242,000 |
1,281 |
|
| JANNEY MONTGOMERY SCOTT LLC |
354 |
- |
2024-03-31 |
469,331 |
$18,412,000 |
38,318 |
|
| ATLAS CAPITAL ADVISORS LLC |
3 |
- |
2024-03-31 |
450,956 |
$17,691,000 |
65,656 |
|
| RAYMOND JAMES & ASSOCIATES |
853 |
- |
2024-03-31 |
430,826 |
$16,901,000 |
193,350 |
|
| Kathmere Capital Management LLC |
23 |
- |
2024-03-31 |
343,149 |
$13,462,000 |
13,043 |
|
| FMR LLC |
1701 |
- |
2023-12-31 |
391,357 |
$13,420,000 |
5,855 |
|
| Shore Point Advisors LLC |
5 |
- |
2024-03-31 |
329,483 |
$12,925,000 |
23,395 |
|
| JANE STREET GROUP LLC |
790 |
- |
2023-12-31 |
360,767 |
$12,371,000 |
360,767 |
|
| SEGMENT WEALTH MANAGEMENT, LLC |
45 |
- |
2024-03-31 |
270,559 |
$10,614,000 |
264,229 |
|
| FAMILY CAPITAL TRUST CO |
5 |
- |
2024-03-31 |
250,922 |
$9,841,000 |
95 |
|
| MARINER WEALTH ADVISORS, LLC |
496 |
- |
2023-12-31 |
268,637 |
$9,212,000 |
7,360 |
|
| Equitable Holdings Inc. |
152 |
- |
2023-12-31 |
255,468 |
$8,760,000 |
13,881 |
|
| Meredith Wealth Planning |
7 |
- |
2024-03-31 |
221,640 |
$8,695,000 |
191 |
|
| AMERIPRISE FINANCIAL INC |
1869 |
- |
2023-12-31 |
247,838 |
$8,497,000 |
18,524 |
|
| Straight Path Wealth Management |
5 |
- |
2024-03-31 |
205,652 |
$8,068,000 |
3,087 |
|
| MORGAN STANLEY |
3709 |
- |
2023-12-31 |
174,581 |
$5,986,000 |
31,073 |
|
| BANK OF AMERICA CORP /DE/ |
2850 |
- |
2023-12-31 |
152,071 |
$5,215,000 |
33,309 |
|
| LPL FINANCIAL CORP |
1878 |
- |
2024-03-31 |
111,957 |
$4,392,000 |
22,253 |
|
| CAPITAL ADVISORS INC/OK |
105 |
- |
2024-03-31 |
91,334 |
$3,583,000 |
291 |
|
| Occidental Asset Management LLC |
62 |
- |
2024-03-31 |
68,606 |
$2,691,000 |
909 |
|
| Unison Advisors LLC |
50 |
- |
2024-03-31 |
68,574 |
$2,690,000 |
3,465 |
|
| SHUFRO ROSE & CO LLC |
64 |
- |
2024-03-31 |
66,247 |
$2,599,000 |
10,650 |
|
| Private Advisor Group LLC |
741 |
- |
2024-03-31 |
59,306 |
$2,327,000 |
31,174 |
|
| Columbus Macro LLC |
32 |
- |
2024-03-31 |
55,086 |
$2,161,000 |
462 |
|
| Smartleaf Asset Management LLC |
43 |
- |
2024-03-31 |
61,732 |
$2,113,000 |
32,622 |
|
| Betterment LLC |
160 |
- |
2024-03-31 |
46,545 |
$1,826,000 |
1,368 |
|
| MML INVESTORS SERVICES LLC |
1337 |
- |
2023-12-31 |
30,069 |
$1,031,000 |
523 |
|
| DOPKINS WEALTH MANAGEMENT LLC |
24 |
- |
2024-03-31 |
26,266 |
$1,030,000 |
1,666 |
|
| Glass Jacobson Investment Advisors llc |
88 |
- |
2024-03-31 |
24,273 |
$952,000 |
1,808 |
|
| RHS Financial LLC |
48 |
- |
2024-03-31 |
22,767 |
$893,000 |
10,393 |
|
| CAPROCK Group Inc. |
296 |
- |
2024-03-31 |
20,209 |
$793,000 |
38 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1059 |
- |
2023-12-31 |
21,859 |
$750,000 |
253 |
|
| NBC SECURITIES INC. |
323 |
- |
2024-03-31 |
18,086 |
$719,000 |
3,704 |
|
| NorthCrest Asset Manangement LLC |
357 |
- |
2024-03-31 |
14,871 |
$583,000 |
7,837 |
|
| Waterloo Capital L.P. |
240 |
- |
2023-12-31 |
12,134 |
$416,000 |
71 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2624 |
- |
2024-03-31 |
10,572 |
$415,000 |
599 |
|
| PRIVATE CAPITAL MANAGEMENT LLC |
127 |
- |
2024-03-31 |
9,041 |
$355,000 |
1,584 |
|
| COMERICA BANK |
2152 |
- |
2023-12-31 |
7,675 |
$263,000 |
38 |
|
| PROEQUITIES INC. |
1258 |
- |
2024-03-31 |
1,059 |
$42,000 |
631 |
|
| CLEAR INVESTMENT RESEARCH LLC |
134 |
- |
2024-03-31 |
525 |
$21,000 |
63 |
|
| Qube Research & Technologies Ltd |
3055 |
- |
2023-12-31 |
580 |
$20,000 |
69 |
|
| Castleview Partners LLC |
513 |
- |
2024-03-31 |
339 |
$13,000 |
23 |
|
| WELLS FARGO & CO/MN |
5172 |
- |
2024-03-31 |
241 |
$9,000 |
241 |
|
| American Capital Advisory LLC |
256 |
- |
2024-03-31 |
275 |
$9,000 |
247 |
|
|
49 Records found
|
1
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