|
Institutional
Holders
Total
Institutions:
|
291 12 |
|
Total
shares held :
|
138,870,744 |
|
% of shares
held :
|
14.03% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
26 |
|
Amount
of shares held :
|
546,317 |
|
% of shares
held change :
|
0.06% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$27.32 |
|
Last
Quarter's Ending
Price :
|
$28.56 |
|
Last
Quarter's Average
Price :
|
$27.75 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.02 (0.07%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
45
|
1,999,462
|
1.44%
|
|
|
Increased
Positions : |
110
|
14,005,185
|
10.09%
|
|
|
Unchanged
Positions : |
40
|
7,579,758
|
5.46%
|
|
|
Decreased
Positions : |
96
|
-12,258,658
|
-8.83%
|
|
|
Closed
Positions : |
33
|
-3,199,672
|
-2.3%
|
|
|
Guru
Positions : |
2
|
81,017
|
0.06%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
38 |
- |
2023-12-31 |
28,004,410 |
$799,806,000 |
1,520,976 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
21 |
- |
2023-12-31 |
27,989,846 |
$799,390,000 |
425,471 |
|
Municipal Employees Retirement System of Michigan |
3 |
- |
2024-03-31 |
26,424,332 |
$744,638,000 |
20,446,705 |
|
AMERIPRISE FINANCIAL INC |
354 |
- |
2023-12-31 |
6,123,049 |
$174,944,000 |
9,451 |
|
ENVESTNET ASSET MANAGEMENT INC |
352 |
- |
2023-12-31 |
4,282,681 |
$122,313,000 |
177,120 |
|
Merit Financial Group LLC |
5 |
- |
2023-12-31 |
4,160,010 |
$118,810,000 |
3,585,095 |
|
Congress Wealth Management LLC / DE / |
7 |
- |
2024-03-31 |
3,513,213 |
$99,002,000 |
140,327 |
|
GLOBALT Investments LLC / GA |
6 |
- |
2024-03-31 |
3,471,115 |
$97,816,000 |
1,498,163 |
|
STATE STREET CORP |
1379 |
- |
2023-12-31 |
3,067,638 |
$87,612,000 |
339,674 |
|
CWM LLC |
61 |
- |
2024-03-31 |
2,184,009 |
$61,545,000 |
255,706 |
|
STEPHENS GROUP ASSET MANAGEMENT LLC |
9 |
- |
2024-03-31 |
2,068,985 |
$58,304,000 |
28,174 |
|
Private Advisor Group LLC |
53 |
- |
2024-03-31 |
1,889,861 |
$53,256,000 |
77,985 |
|
J P MORGAN CHASE & CO |
1125 |
- |
2023-12-31 |
1,656,940 |
$47,322,000 |
208,595 |
|
CX Institutional |
3 |
- |
2024-03-31 |
1,527,990 |
$43,011,000 |
187,230 |
|
Comprehensive Wealth Management LLC |
2 |
- |
2024-03-31 |
1,420,498 |
$40,030,000 |
1,062,440 |
|
SENTINEL PENSION ADVISORS INC |
4 |
- |
2023-12-31 |
1,202,767 |
$34,351,000 |
63,693 |
|
Goss Wealth Management LLC |
75 |
- |
2023-12-31 |
1,187,755 |
$33,708,000 |
104,553 |
|
OBrien Wealth Partners LLC |
5 |
- |
2024-03-31 |
1,178,397 |
$33,207,000 |
39,385 |
|
AE Wealth Management LLC |
136 |
- |
2023-12-31 |
1,064,739 |
$30,185,000 |
22,868 |
|
One Day In July LLC |
6 |
- |
2024-03-31 |
977,167 |
$27,537,000 |
696,788 |
|
HIGHTOWER ADVISORS, LLC |
396 |
- |
2023-12-31 |
925,754 |
$26,426,000 |
71,424 |
|
GREAT VALLEY ADVISOR GROUP INC. |
18 |
- |
2023-12-31 |
884,275 |
$25,255,000 |
121,107 |
|
PORTLAND GLOBAL ADVISORS LLC |
6 |
- |
2023-12-31 |
877,591 |
$25,064,000 |
107,982 |
|
ROYAL BANK OF CANADA |
1025 |
- |
2023-12-31 |
864,039 |
$24,678,000 |
155,899 |
|
Wela Strategies LLC |
2 |
- |
2024-03-31 |
862,111 |
$24,294,000 |
62,648 |
|
WELLS FARGO & CO/MN |
1009 |
- |
2023-12-31 |
792,602 |
$22,637,000 |
488,921 |
|
Leicht Financial Planning & Wealth Management Inc. |
2 |
- |
2024-03-31 |
801,666 |
$22,591,000 |
82,028 |
|
BANK OF AMERICA CORP /DE/ |
1729 |
- |
2023-12-31 |
769,430 |
$21,975,000 |
111,284 |
|
Resources Investment Advisors Inc. |
60 |
- |
2023-12-31 |
731,085 |
$20,880,000 |
143,060 |
|
BB&T CORP |
394 |
- |
2023-12-31 |
709,109 |
$20,252,000 |
144,933 |
|
PARK AVENUE SECURITIES LLC |
59 |
- |
2024-03-31 |
696,626 |
$19,631,000 |
78,386 |
|
Migdal Insurance & Financial Holdings Ltd. |
62 |
- |
2024-03-31 |
682,912 |
$19,244,000 |
119,136 |
|
Astoria Portfolio Advisors LLC. |
3 |
- |
2024-03-31 |
647,157 |
$17,842,000 |
42,613 |
|
Arcadia Wealth Management LLC |
|
- |
2023-12-31 |
574,725 |
$16,414,000 |
8,670 |
|
Flagstone Financial Management |
5 |
- |
2024-03-31 |
575,570 |
$16,220,000 |
23,034 |
|
CoreCap Advisors LLC |
17 |
- |
2023-12-31 |
554,293 |
$15,831,000 |
47,685 |
|
S. R. Schill & Associates |
6 |
- |
2024-03-31 |
496,965 |
$14,004,000 |
15,418 |
|
Trilogy Capital Inc. |
41 |
- |
2024-03-31 |
455,163 |
$12,826,000 |
53,760 |
|
STIFEL FINANCIAL CORP |
687 |
- |
2023-12-31 |
442,136 |
$12,627,000 |
87,715 |
|
Willow Creek Wealth Management Inc. |
17 |
- |
2023-12-31 |
432,372 |
$12,349,000 |
391,116 |
|
RAYMOND JAMES & ASSOCIATES |
1074 |
- |
2024-03-31 |
410,430 |
$11,566,000 |
121,334 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
438 |
- |
2024-03-31 |
401,085 |
$11,303,000 |
286,279 |
|
MARINER WEALTH ADVISORS, LLC |
446 |
- |
2023-12-31 |
386,420 |
$11,036,000 |
257,821 |
|
US FINANCIAL ADVISORS LLC |
8 |
- |
2023-12-31 |
351,560 |
$10,041,000 |
11,130 |
|
Envestnet Portfolio Solutions Inc. |
213 |
- |
2023-12-31 |
343,462 |
$9,809,000 |
181,697 |
|
Equitable Holdings Inc. |
143 |
- |
2023-12-31 |
338,034 |
$9,654,000 |
136,965 |
|
Waterloo Capital L.P. |
13 |
- |
2023-12-31 |
334,839 |
$9,563,000 |
280,819 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
631 |
- |
2023-12-31 |
313,911 |
$8,966,000 |
41,771 |
|
Tilson Financial Group Inc. |
6 |
- |
2024-03-31 |
306,826 |
$8,646,000 |
295,225 |
|
Capasso Planning Partners LLC |
5 |
- |
2024-03-31 |
306,336 |
$8,632,000 |
10,052 |
|
TSFG LLC |
11 |
- |
2024-03-31 |
303,651 |
$8,557,000 |
71,180 |
|
Kingsview Wealth Management LLC |
93 |
- |
2023-12-31 |
296,176 |
$8,459,000 |
18,017 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
703 |
- |
2024-03-31 |
300,000 |
$8,454,000 |
12,000 |
|
BMS Financial Advisors LLC |
4 |
- |
2023-06-30 |
294,180 |
$8,322,000 |
285,872 |
|
Salomon & Ludwin LLC |
36 |
- |
2024-03-31 |
287,721 |
$8,107,000 |
237,848 |
|
IFG Advisory LLC |
30 |
- |
2023-12-31 |
280,032 |
$7,998,000 |
29,648 |
|
Krasney Financial LLC |
22 |
- |
2024-03-31 |
273,011 |
$7,693,000 |
30,236 |
|
Equita Financial Network Inc. |
13 |
- |
2024-03-31 |
231,266 |
$6,517,000 |
60,509 |
|
Impact Partnership Wealth LLC |
10 |
- |
2023-12-31 |
219,781 |
$6,277,000 |
153,268 |
|
IHT Wealth Management LLC |
82 |
- |
2023-12-31 |
214,601 |
$6,129,000 |
193,185 |
|
BAILARD BIEHL & KAISER INC |
121 |
- |
2023-12-31 |
210,376 |
$6,008,000 |
61,189 |
|
Integrated Wealth Concepts LLC |
217 |
- |
2023-12-31 |
202,581 |
$5,786,000 |
20,840 |
|
Auour Investments LLC |
13 |
- |
2024-03-31 |
189,258 |
$5,333,000 |
2,119 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1155 |
- |
2024-03-31 |
179,102 |
$5,047,000 |
5,634 |
|
True Wealth Design LLC |
13 |
- |
2023-12-31 |
165,443 |
$4,725,000 |
48,646 |
|
Western Wealth Management LLC |
61 |
- |
2024-03-31 |
159,926 |
$4,507,000 |
9,658 |
|
Integrated Capital Management Inc. |
13 |
- |
2024-03-31 |
142,146 |
$4,006,000 |
30,617 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
877 |
- |
2024-03-31 |
140,323 |
$3,954,000 |
23,898 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
37 |
- |
2023-12-31 |
128,923 |
$3,682,000 |
1,584 |
|
Financial Advocates Investment Management |
123 |
- |
2024-03-31 |
116,449 |
$3,279,000 |
16,320 |
|
GeoWealth Management LLC |
94 |
- |
2023-12-31 |
95,805 |
$2,736,000 |
71,285 |
|
Narus Financial Partners LLC |
18 |
- |
2024-03-31 |
92,838 |
$2,616,000 |
7,197 |
|
ADVISORY SERVICES NETWORK, LLC |
356 |
- |
2023-12-31 |
90,177 |
$2,575,000 |
35,885 |
|
PNC FINANCIAL SERVICES GROUP INC |
812 |
- |
2023-12-31 |
88,529 |
$2,528,000 |
21,031 |
|
Mutual Advisors LLC |
243 |
- |
2024-03-31 |
79,577 |
$2,242,000 |
5,304 |
|
Cornerstone Wealth Management LLC |
122 |
- |
2024-03-31 |
79,418 |
$2,238,000 |
4,139 |
|
PRIVATE TRUST CO NA |
91 |
- |
2024-03-31 |
76,805 |
$2,164,000 |
9,558 |
|
Sowell Financial Services LLC |
236 |
- |
2024-03-31 |
71,452 |
$2,014,000 |
126 |
|
MULTIFINANCIAL SECURITIES CORP |
506 |
- |
2023-12-31 |
70,149 |
$2,003,000 |
20,620 |
|
AXXCESS WEALTH MANAGEMENT LLC |
256 |
- |
2023-12-31 |
65,099 |
$1,859,000 |
31,316 |
|
SCOTIA CAPITAL INC. |
368 |
- |
2023-12-31 |
62,495 |
$1,785,000 |
7,576 |
|
GenWealth Group Inc. |
34 |
- |
2024-03-31 |
61,084 |
$1,721,000 |
12,378 |
|
BANK OF NEW YORK MELLON CORP |
2838 |
- |
2024-03-31 |
60,955 |
$1,718,000 |
16,342 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
830 |
- |
2023-12-31 |
55,983 |
$1,599,000 |
21,886 |
|
Hobart Private Capital LLC |
37 |
- |
2024-03-31 |
54,907 |
$1,547,000 |
1,327 |
|
MML INVESTORS SERVICES LLC |
1140 |
- |
2023-12-31 |
53,300 |
$1,522,000 |
32,319 |
|
BLUE CREEK INVESTMENT PARTNERS LLC |
106 |
- |
2024-03-31 |
50,485 |
$1,423,000 |
7,454 |
|
HRT FINANCIAL LLC |
777 |
- |
2023-12-31 |
48,259 |
$1,378,000 |
48,259 |
|
Collaborative Wealth Managment Inc. |
32 |
- |
2023-12-31 |
47,756 |
$1,364,000 |
12,941 |
|
Gateway Wealth Partners LLC |
46 |
- |
2023-12-31 |
46,653 |
$1,332,000 |
4,884 |
|
Onyx Bridge Wealth Group LLC |
76 |
- |
2024-03-31 |
48,164 |
$1,326,000 |
13,323 |
|
FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
661 |
- |
2023-12-31 |
42,080 |
$1,202,000 |
33,267 |
|
Raleigh Capital Management Inc. |
68 |
- |
2023-12-31 |
34,511 |
$986,000 |
34,038 |
|
L.M. KOHN & COMPANY |
79 |
- |
2024-03-31 |
34,647 |
$976,000 |
920 |
|
Buckingham Strategic Partners |
177 |
- |
2023-12-31 |
32,256 |
$921,000 |
2,379 |
|
Twin Peaks Wealth Advisors LLC |
44 |
- |
2024-03-31 |
32,076 |
$904,000 |
8,133 |
|
Vontobel Holding Ltd. |
696 |
- |
2023-12-31 |
31,192 |
$891,000 |
830 |
|
Orion Portfolio Solutions LLC |
995 |
- |
2023-12-31 |
31,186 |
$886,000 |
8,175 |
|
BOYD WATTERSON ASSET MANAGEMENT LLC/OH |
62 |
- |
2024-03-31 |
30,225 |
$852,000 |
6,284 |
|
Householder Group Estate & Retirement Specialist L |
89 |
- |
2024-03-31 |
28,604 |
$806,000 |
1,426 |
|
|
100 Records found
|
1
|
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