|
Institutional
Holders
Total
Institutions:
|
155 0 |
|
Total
shares held :
|
43,107,345 |
|
% of shares
held :
|
47.9% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
3,812,971 |
|
% of shares
held change :
|
4.24% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$28.66 |
|
Last
Quarter's Ending
Price :
|
$30.84 |
|
Last
Quarter's Average
Price :
|
$30.42 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.92 (12.89%) |
|
|
|

|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
STRATEGIC INVESTMENT ADVISORS, INC |
1 |
- |
2025-03-31 |
8,657,795 |
$267,006,000 |
151,082 |
|
HALBERT, HARGROVE/RUSSELL LLC |
8 |
- |
2025-03-31 |
3,182,108 |
$98,136,000 |
39,810 |
|
Tolleson Wealth Management Inc. |
3 |
- |
2025-03-31 |
2,732,428 |
$84,268,000 |
208,787 |
|
INVESCO LTD |
865 |
*New |
2025-03-31 |
2,520,000 |
$77,717,000 |
2,520,000 |
|
Kestra Investment Management LLC |
14 |
- |
2025-03-31 |
2,290,401 |
$70,636,000 |
1,061,028 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
5 |
- |
2025-03-31 |
1,853,513 |
$57,162,000 |
23,242 |
|
Atomi Financial Group Inc. |
4 |
- |
2025-03-31 |
1,729,476 |
$53,337,000 |
191,516 |
|
J P MORGAN CHASE & CO |
1208 |
- |
2025-03-31 |
1,485,395 |
$45,810,000 |
59,978 |
|
Integrated Wealth Concepts LLC |
43 |
- |
2025-03-31 |
1,210,005 |
$37,317,000 |
-293,160 |
|
ENVESTNET ASSET MANAGEMENT INC |
941 |
- |
2025-03-31 |
974,415 |
$30,051,000 |
89,159 |
|
RAYMOND JAMES FINANCIAL INC |
1037 |
- |
2025-03-31 |
962,999 |
$29,699,000 |
16,528 |
|
CWM LLC |
171 |
- |
2025-03-31 |
912,254 |
$28,134,000 |
-440,247 |
|
CI Private Wealth LLC |
332 |
- |
2025-03-31 |
898,734 |
$27,717,000 |
-36,322 |
|
WELLS FARGO & CO/MN |
1028 |
- |
2025-03-31 |
878,240 |
$27,085,000 |
419,746 |
|
Modern Wealth Management LLC |
27 |
- |
2025-03-31 |
772,540 |
$23,825,000 |
296,322 |
|
CALLAN CAPITAL, LLC |
16 |
- |
2025-03-31 |
749,022 |
$23,100,000 |
-20,536 |
|
First Command Advisory Services Inc. |
24 |
- |
2025-03-31 |
731,961 |
$22,629,000 |
50,323 |
|
MORGAN STANLEY |
2629 |
- |
2025-03-31 |
684,080 |
$21,097,000 |
-30,124 |
|
AMERIPRISE FINANCIAL INC |
1292 |
- |
2025-03-31 |
657,076 |
$20,265,000 |
-234,000 |
|
Stokes Family Office LLC |
11 |
- |
2025-03-31 |
570,545 |
$17,596,000 |
-498,948 |
|
FOSTER & MOTLEY INC |
18 |
- |
2025-03-31 |
465,966 |
$14,370,000 |
-44,074 |
|
Sterling Financial Group Inc. |
7 |
- |
2025-03-31 |
446,889 |
$13,782,000 |
11,880 |
|
UBS Group AG |
2116 |
- |
2025-03-31 |
433,119 |
$13,357,000 |
-6,915 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
29 |
- |
2025-03-31 |
395,301 |
$12,191,000 |
-27,673 |
|
Thrive Wealth Management LLC |
5 |
- |
2025-03-31 |
366,497 |
$11,303,000 |
-37,634 |
|
WEIL COMPANY INC |
6 |
- |
2025-03-31 |
354,131 |
$10,921,000 |
172,851 |
|
BANK OF AMERICA CORP /DE/ |
2599 |
- |
2025-03-31 |
331,643 |
$10,228,000 |
-8,970 |
|
Wade Financial Advisory Inc |
9 |
- |
2025-03-31 |
318,745 |
$9,830,000 |
27,490 |
|
JANE STREET GROUP LLC |
865 |
- |
2025-03-31 |
300,988 |
$9,282,000 |
200,583 |
|
ACROPOLIS INVESTMENT MANAGEMENT, LLC |
24 |
- |
2025-03-31 |
289,425 |
$8,926,000 |
11,455 |
|
MERIDIAN MANAGEMENT CO |
12 |
- |
2025-03-31 |
283,308 |
$8,737,000 |
-12,049 |
|
HIGHTOWER ADVISORS, LLC |
843 |
- |
2025-03-31 |
260,489 |
$8,033,000 |
-11,267 |
|
Obsido Oy |
3 |
- |
2025-03-31 |
255,699 |
$7,886,000 |
6,510 |
|
EXCHANGE TRADED CONCEPTS LLC |
151 |
- |
2025-03-31 |
239,547 |
$7,388,000 |
-17,017 |
|
DDFG Inc |
15 |
- |
2025-03-31 |
222,592 |
$6,865,000 |
8,016 |
|
Farther Finance Advisors LLC |
135 |
- |
2025-03-31 |
187,279 |
$5,789,000 |
41,456 |
|
Citizens National Bank Trust Department |
32 |
- |
2025-03-31 |
136,969 |
$4,224,000 |
-2,234 |
|
AlTi Global Inc. |
97 |
- |
2025-03-31 |
131,931 |
$4,069,000 |
-9,658 |
|
Horizon Family Wealth Inc. |
11 |
- |
2025-03-31 |
129,559 |
$3,996,000 |
-4,409 |
|
Sanctuary Advisors LLC |
594 |
- |
2024-12-31 |
127,932 |
$3,862,000 |
-3,729 |
|
SAGESPRING WEALTH PARTNERS LLC |
105 |
- |
2025-03-31 |
124,822 |
$3,850,000 |
56,122 |
|
Dynasty Wealth Management LLC |
66 |
- |
2025-03-31 |
123,410 |
$3,806,000 |
55,364 |
|
SigFig Wealth Management LLC |
61 |
- |
2025-03-31 |
118,953 |
$3,699,000 |
-342 |
|
Avestar Capital LLC |
57 |
- |
2025-03-31 |
113,239 |
$3,492,000 |
-39,069 |
|
ATRIA INVESTMENTS LLC |
495 |
- |
2025-03-31 |
110,391 |
$3,404,000 |
-53,350 |
|
Beirne Wealth Consulting Services LLC |
24 |
- |
2025-03-31 |
105,731 |
$3,261,000 |
991 |
|
JONES FINANCIAL COMPANIES LLLP |
|
- |
2025-03-31 |
100,543 |
$3,127,000 |
12,383 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1585 |
- |
2025-03-31 |
99,447 |
$3,067,000 |
-264 |
|
RHS Financial LLC |
17 |
- |
2025-03-31 |
98,472 |
$3,037,000 |
74,234 |
|
Heck Capital Advisors LLC |
53 |
- |
2024-12-31 |
104,491 |
$3,001,000 |
-285 |
|
CAPTRUST FINANCIAL ADVISORS |
749 |
- |
2025-03-31 |
94,543 |
$2,916,000 |
27,271 |
|
LPL FINANCIAL CORP |
2605 |
- |
2025-03-31 |
89,640 |
$2,764,000 |
17,585 |
|
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
118 |
- |
2025-03-31 |
88,504 |
$2,729,000 |
-1,670 |
|
Equitable Holdings Inc. |
444 |
- |
2025-03-31 |
82,752 |
$2,552,000 |
17,586 |
|
MARINER WEALTH ADVISORS, LLC |
1127 |
- |
2025-03-31 |
79,322 |
$2,446,000 |
-15,701 |
|
FLOW TRADERS U.S. LLC |
179 |
- |
2025-03-31 |
76,850 |
$2,370,000 |
76,850 |
|
COLONY GROUP, LLC |
800 |
- |
2025-03-31 |
74,730 |
$2,305,000 |
633 |
|
HPM Partners LLC |
1061 |
- |
2025-03-31 |
72,523 |
$2,237,000 |
-3,263 |
|
CREATIVE PLANNING |
1112 |
- |
2025-03-31 |
71,402 |
$2,202,000 |
-104 |
|
Kingsview Wealth Management LLC |
367 |
- |
2025-03-31 |
70,966 |
$2,189,000 |
-1,753 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1287 |
- |
2025-03-31 |
67,447 |
$2,080,000 |
8,609 |
|
Rockefeller Capital Management L.P. |
1023 |
- |
2025-03-31 |
66,301 |
$2,045,000 |
0 |
|
Fundamentun LLC |
122 |
- |
2025-03-31 |
63,845 |
$1,969,000 |
-4,258 |
|
CABOT MONEY MANAGEMENT INC |
80 |
- |
2025-03-31 |
55,717 |
$1,718,000 |
2,914 |
|
LINCOLN CAPITAL CORP |
39 |
- |
2025-03-31 |
48,125 |
$1,484,000 |
-10,407 |
|
Diversify Advisory Services LLC |
157 |
- |
2025-03-31 |
45,533 |
$1,468,000 |
-6,657 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2724 |
- |
2025-03-31 |
46,614 |
$1,438,000 |
25,016 |
|
Sage Mountain Advisors LLC |
96 |
- |
2025-03-31 |
41,814 |
$1,290,000 |
0 |
|
Archer Investment Management LLC |
24 |
- |
2025-03-31 |
41,754 |
$1,288,000 |
-6,410 |
|
Edge Financial Advisors LLC |
30 |
- |
2025-03-31 |
40,178 |
$1,239,000 |
-1 |
|
CFS Investment Advisory Services LLC |
164 |
*New |
2025-03-31 |
34,366 |
$1,060,000 |
34,366 |
|
SAVANT CAPITAL MANAGEMENT INC |
745 |
- |
2025-03-31 |
33,232 |
$1,025,000 |
3,191 |
|
LANDMARK WEALTH MANAGEMENT INC. |
34 |
- |
2025-03-31 |
31,371 |
$967,000 |
0 |
|
BAKER ELLIS ASSET MANAGEMENT LLC |
110 |
- |
2025-03-31 |
30,800 |
$950,000 |
0 |
|
AQR CAPITAL MANAGEMENT LLC |
2054 |
- |
2025-03-31 |
30,538 |
$942,000 |
609 |
|
Wedmont Private Capital |
244 |
*New |
2025-03-31 |
30,267 |
$905,000 |
30,267 |
|
MAGNOLIA CAPITAL ADVISORS LLC |
108 |
- |
2024-12-31 |
31,164 |
$895,000 |
12,023 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1140 |
- |
2025-03-31 |
28,914 |
$892,000 |
1,172 |
|
Summit Financial LLC |
426 |
- |
2025-03-31 |
24,534 |
$757,000 |
0 |
|
Armbruster Capital Management Inc. |
67 |
- |
2025-03-31 |
23,575 |
$727,000 |
2,350 |
|
Goss Wealth Management LLC |
1373 |
- |
2025-03-31 |
22,497 |
$694,000 |
-9,704 |
|
LexAurum Advisors LLC |
144 |
- |
2025-03-31 |
22,322 |
$688,000 |
2,502 |
|
Capital Investment Advisory Services LLC |
273 |
- |
2025-03-31 |
20,542 |
$634,000 |
3,792 |
|
H D Vest Advisory Services |
1365 |
- |
2025-03-31 |
19,781 |
$610,000 |
0 |
|
JANNEY MONTGOMERY SCOTT LLC |
1866 |
- |
2025-03-31 |
18,765 |
$579,000 |
100 |
|
CITADEL ADVISORS LLC |
3715 |
*New |
2025-03-31 |
17,831 |
$550,000 |
17,831 |
|
U.S. Capital Wealth Advisors LLC |
578 |
*New |
2025-03-31 |
16,350 |
$504,000 |
16,350 |
|
Ascent Wealth Partners LLC |
134 |
- |
2025-03-31 |
16,085 |
$496,000 |
0 |
|
Inscription Capital LLC |
182 |
- |
2025-03-31 |
15,705 |
$469,000 |
0 |
|
Merit Financial Group LLC |
968 |
- |
2025-03-31 |
14,855 |
$458,000 |
5,108 |
|
Cetera Investment Advisers |
2862 |
- |
2025-03-31 |
14,395 |
$444,000 |
187 |
|
J.W. COLE ADVISORS INC. |
801 |
- |
2025-03-31 |
14,111 |
$435,000 |
1,892 |
|
New Insight Wealth Advisors |
65 |
- |
2025-03-31 |
14,079 |
$434,000 |
6,870 |
|
SEASCAPE CAPITAL MANAGEMENT |
79 |
- |
2025-03-31 |
13,530 |
$417,000 |
-69 |
|
Capital Advisors Ltd. LLC |
178 |
- |
2025-03-31 |
13,238 |
$408,000 |
-154 |
|
Sontag Advisory LLC |
566 |
- |
2025-03-31 |
13,039 |
$402,000 |
-364 |
|
EWG Elevate Inc. |
84 |
- |
2025-03-31 |
12,839 |
$396,000 |
-6,215 |
|
Beacon Pointe Advisors LLC |
895 |
- |
2025-03-31 |
12,810 |
$395,000 |
0 |
|
GeoWealth Management LLC |
479 |
- |
2025-03-31 |
12,510 |
$386,000 |
-33,703 |
|
MML INVESTORS SERVICES LLC |
2170 |
- |
2025-03-31 |
12,072 |
$372,000 |
-131 |
|
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100 Records found
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1
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