|
Institutional
Holders
Total
Institutions:
|
415 8 |
|
Total
shares held :
|
217,455,742 |
|
% of shares
held :
|
16.58% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
54 |
|
Amount
of shares held :
|
21,228,111 |
|
% of shares
held change :
|
1.62% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$24.08 |
|
Last
Quarter's Ending
Price :
|
$25.64 |
|
Last
Quarter's Average
Price :
|
$24.60 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.25 (1.02%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
45
|
5,201,924
|
2.39%
|
|
|
Increased
Positions : |
185
|
28,890,045
|
13.29%
|
|
|
Unchanged
Positions : |
46
|
1,596,124
|
0.73%
|
|
|
Decreased
Positions : |
139
|
-11,360,905
|
-5.22%
|
|
|
Closed
Positions : |
37
|
-1,502,953
|
-0.69%
|
|
|
Guru
Positions : |
0
|
|
0%
|
|
|
|
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 |
65 |
- |
2023-12-31 |
20,216,371 |
$518,348,000 |
-886,350 |
|
STATE STREET CORP |
900 |
- |
2023-12-31 |
7,120,307 |
$182,565,000 |
-171,911 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
70 |
- |
2024-03-31 |
4,470,886 |
$113,024,000 |
-1,936,379 |
|
Private Advisor Group LLC |
|
- |
2024-03-31 |
4,404,922 |
$111,356,000 |
-76,598 |
|
GRADIENT INVESTMENTS LLC |
5 |
- |
2024-03-31 |
4,128,352 |
$104,365,000 |
-183,932 |
|
Advisor Group Holdings Inc. |
120 |
- |
2023-12-31 |
3,916,718 |
$100,424,000 |
-378,443 |
|
Willow Creek Wealth Management Inc. |
2 |
- |
2023-12-31 |
3,109,703 |
$79,733,000 |
-25,791 |
|
KWB Wealth |
4 |
- |
2024-03-31 |
2,403,292 |
$60,755,000 |
-463,639 |
|
N.E.W. Advisory Services LLC |
4 |
- |
2024-03-31 |
2,146,242 |
$54,257,000 |
-28,344 |
|
ROYAL BANK OF CANADA |
684 |
- |
2023-12-31 |
2,046,664 |
$52,476,000 |
-193,668 |
|
Facet Wealth Inc. |
13 |
- |
2023-12-31 |
2,024,132 |
$51,271,000 |
-42,334 |
|
Great Lakes Retirement Inc. |
1 |
- |
2023-12-31 |
1,909,827 |
$48,968,000 |
-55,417 |
|
RAYMOND JAMES & ASSOCIATES |
447 |
- |
2024-03-31 |
1,717,643 |
$43,422,000 |
-154,333 |
|
MORGAN STANLEY |
1885 |
- |
2023-12-31 |
1,672,800 |
$42,891,000 |
-407,083 |
|
GIRARD PARTNERS LTD. |
4 |
- |
2023-12-31 |
1,471,934 |
$37,740,000 |
-30,216 |
|
UBS Group AG |
915 |
- |
2023-12-31 |
1,148,323 |
$29,443,000 |
-107,755 |
|
Money Design Co.Ltd. |
17 |
- |
2024-03-31 |
1,126,325 |
$28,473,000 |
-91,567 |
|
GM Advisory Group Inc. |
13 |
- |
2023-12-31 |
1,075,129 |
$27,566,000 |
-1,996,322 |
|
PARK AVENUE SECURITIES LLC |
45 |
- |
2024-03-31 |
1,055,253 |
$26,677,000 |
-31,523 |
|
RESTON WEALTH MANAGEMENT LLC |
|
- |
2023-12-31 |
998,907 |
$25,612,000 |
-3,884 |
|
GOLDMAN SACHS GROUP INC/ |
1413 |
- |
2023-12-31 |
962,433 |
$24,677,000 |
-2,338,115 |
|
SigFig Wealth Management LLC |
20 |
- |
2023-12-31 |
943,121 |
$23,790,000 |
-265,908 |
|
WALLER FINANCIAL PLANNING GROUP INC |
6 |
- |
2024-03-31 |
912,009 |
$23,056,000 |
-2,171 |
|
JANNEY MONTGOMERY SCOTT LLC |
306 |
- |
2024-03-31 |
863,949 |
$21,841,000 |
-27,614 |
|
BANK OF AMERICA CORP /DE/ |
1801 |
- |
2023-12-31 |
768,542 |
$19,705,000 |
-447,828 |
|
BANK OF NEW YORK MELLON CORP |
1595 |
- |
2024-03-31 |
763,799 |
$19,309,000 |
-27,467 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
541 |
- |
2024-03-31 |
718,338 |
$18,160,000 |
-1,529,959 |
|
CREATIVE PLANNING |
260 |
- |
2023-12-31 |
703,821 |
$18,046,000 |
-67,172 |
|
IHT Wealth Management LLC |
19 |
- |
2023-12-31 |
675,545 |
$17,321,000 |
-12,947 |
|
Resources Investment Advisors Inc. |
74 |
- |
2023-12-31 |
650,192 |
$16,671,000 |
-22,685 |
|
MONETA GROUP INVESTMENT ADVISORS INC |
55 |
- |
2023-12-31 |
620,215 |
$15,902,000 |
-11,877 |
|
RSM US WEALTH MANAGEMENT LLC |
54 |
- |
2024-03-31 |
626,706 |
$15,843,000 |
-8,841 |
|
Beaumont Capital Management LLC |
1 |
- |
2023-12-31 |
531,372 |
$13,624,000 |
-3,915 |
|
WCG Wealth Advisors LLC |
31 |
- |
2023-12-31 |
505,872 |
$12,971,000 |
-57,473 |
|
Astoria Strategic Wealth Inc. |
7 |
- |
2023-12-31 |
498,386 |
$12,779,000 |
-11,495 |
|
OneAscent Financial Services LLC |
12 |
- |
2024-03-31 |
497,384 |
$12,574,000 |
-59,922 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
173 |
- |
2023-12-31 |
456,460 |
$11,704,000 |
-20,655 |
|
RFG Advisory Group LLC |
39 |
- |
2024-03-31 |
431,604 |
$10,911,000 |
-324,089 |
|
Melone Private Wealth LLC |
|
- |
2024-03-31 |
425,827 |
$10,765,000 |
-5,301 |
|
PAX Financial Group LLC |
7 |
- |
2023-12-31 |
419,075 |
$10,577,000 |
-21,398 |
|
Destiny Capital Corp/CO |
5 |
- |
2023-12-31 |
390,822 |
$10,021,000 |
-81,733 |
|
Towercrest Capital Management |
23 |
- |
2023-12-31 |
372,920 |
$9,562,000 |
-7,542 |
|
TrueWealth Advisors LLC |
5 |
- |
2024-03-31 |
370,388 |
$9,363,000 |
-132,974 |
|
Jacobi Capital Management LLC |
15 |
- |
2023-12-31 |
350,667 |
$8,991,000 |
-544 |
|
UNIVEST CORP OF PENNSYLVANIA |
9 |
- |
2023-12-31 |
322,324 |
$8,264,000 |
-12,675 |
|
SAVANT CAPITAL MANAGEMENT INC |
141 |
- |
2023-12-31 |
291,232 |
$7,467,000 |
-114,595 |
|
Integrated Advisors Network LLC |
54 |
- |
2023-12-31 |
289,708 |
$7,428,000 |
-11,833 |
|
HANSON MCCLAIN, INC. |
154 |
- |
2024-03-31 |
275,698 |
$6,970,000 |
-8,171 |
|
SENTINEL PENSION ADVISORS INC |
11 |
- |
2023-12-31 |
261,711 |
$6,710,000 |
-11,139 |
|
Financial Advocates Investment Management |
|
- |
2024-03-31 |
251,014 |
$6,349,000 |
-3,131 |
|
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
51 |
- |
2023-12-31 |
244,233 |
$6,262,000 |
-8,510 |
|
Strategic Financial Group LLC |
|
- |
2023-12-31 |
240,278 |
$6,161,000 |
-12,626 |
|
JANE STREET GROUP LLC |
1351 |
- |
2023-12-31 |
228,574 |
$5,861,000 |
-29,614 |
|
Values Added Financial LLC |
5 |
- |
2024-03-31 |
215,570 |
$5,450,000 |
-1,395 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
45 |
- |
2024-03-31 |
203,369 |
$5,141,000 |
-233,164 |
|
BUSEY TRUST CO |
109 |
- |
2024-03-31 |
196,042 |
$4,956,000 |
-21,450 |
|
Certified Advisory Corp |
39 |
- |
2023-12-31 |
192,544 |
$4,937,000 |
-9,573 |
|
Gateway Wealth Partners LLC |
10 |
- |
2023-12-31 |
191,591 |
$4,912,000 |
-555,163 |
|
FSB PREMIER WEALTH MANAGEMENT INC. |
8 |
- |
2023-12-31 |
180,461 |
$4,627,000 |
-4,067 |
|
Simplicity WealthLLC |
189 |
- |
2024-03-31 |
179,555 |
$4,539,000 |
-19,547 |
|
AMERIPRISE FINANCIAL INC |
2390 |
- |
2023-12-31 |
170,160 |
$4,355,000 |
-158,278 |
|
Vertex Planning Partners LLC |
12 |
- |
2023-12-31 |
161,858 |
$4,150,000 |
-1,032 |
|
Aquire Wealth Advisors LLC |
14 |
- |
2023-12-31 |
153,274 |
$3,930,000 |
-918 |
|
Laurel Wealth Advisors Inc. |
69 |
- |
2022-12-31 |
137,018 |
$3,443,000 |
-151,245 |
|
Tempus Wealth Planning LLC |
12 |
- |
2024-03-31 |
126,206 |
$3,191,000 |
-85,503 |
|
NICOLET ADVISORY SERVICES LLC |
48 |
- |
2023-12-31 |
124,443 |
$3,157,000 |
-19,633 |
|
NYL Investors LLC |
24 |
- |
2023-12-31 |
119,100 |
$3,054,000 |
-4,000 |
|
FLAGSHIP HARBOR ADVISORS LLC |
113 |
- |
2024-03-31 |
120,600 |
$3,049,000 |
-141,527 |
|
Garrett Investment Advisors LLC |
69 |
- |
2024-03-31 |
113,052 |
$2,858,000 |
-4,335 |
|
Independent Wealth Network Inc. |
5 |
- |
2024-03-31 |
106,792 |
$2,700,000 |
-45,301 |
|
Tilson Financial Group Inc. |
24 |
- |
2024-03-31 |
105,859 |
$2,676,000 |
-51,496 |
|
Compass Financial Group Inc. |
22 |
- |
2024-03-31 |
102,120 |
$2,582,000 |
-193 |
|
McAdam LLC |
74 |
- |
2024-03-31 |
100,593 |
$2,543,000 |
-878 |
|
Merit Financial Group LLC |
178 |
- |
2023-12-31 |
90,808 |
$2,328,000 |
-38,539 |
|
Wealth Management Solutions LLC |
11 |
- |
2023-09-30 |
95,067 |
$2,314,000 |
-1,987 |
|
Orin Green Financial LLC |
19 |
- |
2023-12-31 |
87,175 |
$2,235,000 |
-12,841 |
|
Flagship Private Wealth LLC |
|
- |
2024-03-31 |
83,403 |
$2,108,000 |
-629 |
|
Keystone Wealth Services LLC |
37 |
- |
2024-03-31 |
83,105 |
$2,101,000 |
-6,958 |
|
Cooper Financial Group |
57 |
- |
2024-03-31 |
78,085 |
$1,974,000 |
-522 |
|
E&G Advisors LP |
33 |
- |
2024-03-31 |
76,185 |
$1,926,000 |
-1,999 |
|
Laraway Financial Inc |
15 |
- |
2023-12-31 |
70,212 |
$1,800,000 |
-4,423 |
|
Bridgeworth LLC |
|
- |
2023-12-31 |
69,585 |
$1,784,000 |
-12,828 |
|
Smartleaf Asset Management LLC |
|
- |
2024-03-31 |
68,324 |
$1,755,000 |
-10,738 |
|
Coppell Advisory Solutions Corp. |
44 |
- |
2023-03-31 |
63,043 |
$1,617,000 |
-31,178 |
|
Source Financial Advisors LLC |
31 |
- |
2024-03-31 |
63,726 |
$1,611,000 |
-38,955 |
|
Walkner Condon Financial Advisors LLC |
71 |
- |
2024-03-31 |
61,787 |
$1,562,000 |
-673 |
|
RWM Asset Management LLC |
63 |
- |
2024-03-31 |
60,988 |
$1,542,000 |
-145 |
|
CARNEGIE CAPITAL ASSET MANAGEMENT, LLC |
242 |
- |
2023-12-31 |
55,386 |
$1,420,000 |
-2,607 |
|
Lifeworks Advisors LLC |
70 |
- |
2023-12-31 |
54,067 |
$1,386,000 |
-8,740 |
|
Financial & Tax Architects LLC |
|
- |
2023-12-31 |
53,541 |
$1,373,000 |
-38,352 |
|
CLS INVESTMENT FIRM LLC |
625 |
- |
2022-12-31 |
53,719 |
$1,350,000 |
-125 |
|
Absolute Capital Management LLC |
|
- |
2024-03-31 |
52,171 |
$1,319,000 |
-4,450 |
|
Advisor Resource Council |
36 |
- |
2024-03-31 |
49,349 |
$1,265,000 |
-264,366 |
|
Coppell Advisory Solutions LLC |
92 |
- |
2023-12-31 |
46,835 |
$1,201,000 |
-47,386 |
|
NBC SECURITIES INC. |
203 |
- |
2024-03-31 |
46,919 |
$1,186,000 |
-14,395 |
|
IFP Advisors Inc |
362 |
- |
2023-12-31 |
42,832 |
$1,098,000 |
-24,258 |
|
Pinnacle Family Advisors LLC |
30 |
- |
2023-12-31 |
40,563 |
$1,040,000 |
-1,134 |
|
BURNS WEALTH MANAGEMENT, INC. |
261 |
- |
2023-12-31 |
38,176 |
$979,000 |
-14,457 |
|
IFG Advisory LLC |
257 |
- |
2023-12-31 |
35,453 |
$909,000 |
-1,409 |
|
Congress Wealth Management LLC / DE / |
384 |
- |
2024-03-31 |
34,525 |
$873,000 |
-17,130 |
|
|
100 Records found
|
1
|
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