|
Institutional
Holders
Total
Institutions:
|
178 1 |
|
Total
shares held :
|
18,523,787 |
|
% of shares
held :
|
6.58% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-15 |
|
Amount
of shares held :
|
-1,070,959 |
|
% of shares
held change :
|
-0.38% |
|
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 |
ENVESTNET ASSET MANAGEMENT INC |
195 |
- |
2025-03-31 |
4,863,621 |
$294,760,000 |
-22,594 |
|
Varma Mutual Pension Insurance Co |
4 |
- |
2025-03-31 |
4,814,000 |
$291,752,000 |
0 |
|
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC |
517 |
- |
2025-03-31 |
1,785,000 |
$108,180,000 |
0 |
|
Envestnet Portfolio Solutions Inc. |
58 |
- |
2025-03-31 |
1,113,928 |
$67,510,000 |
-337,378 |
|
LPL FINANCIAL CORP |
622 |
- |
2025-03-31 |
962,677 |
$58,343,000 |
55,583 |
|
J P MORGAN CHASE & CO |
1285 |
- |
2025-03-31 |
650,889 |
$39,447,000 |
3,869 |
|
PARK AVENUE SECURITIES LLC |
39 |
- |
2025-03-31 |
445,952 |
$27,027,000 |
1,808 |
|
CWM LLC |
235 |
- |
2025-03-31 |
300,205 |
$18,194,000 |
-23,012 |
|
Cetera Investment Advisers |
510 |
- |
2025-03-31 |
289,001 |
$17,515,000 |
33,338 |
|
MML INVESTORS SERVICES LLC |
347 |
- |
2025-03-31 |
263,716 |
$15,982,000 |
3,096 |
|
One Wealth Advisors LLC |
19 |
- |
2025-03-31 |
150,957 |
$9,149,000 |
-10,294 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
482 |
- |
2025-03-31 |
114,790 |
$7,504,000 |
-7,023 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
435 |
- |
2025-03-31 |
113,728 |
$6,892,000 |
636 |
|
Atria Wealth Solutions Inc. |
262 |
- |
2025-03-31 |
108,901 |
$6,600,000 |
-6,067 |
|
JANNEY MONTGOMERY SCOTT LLC |
746 |
- |
2025-03-31 |
88,073 |
$5,338,000 |
655 |
|
ROYAL BANK OF CANADA |
1962 |
- |
2025-03-31 |
85,272 |
$5,168,000 |
-305 |
|
ADVISORY SERVICES NETWORK, LLC |
243 |
- |
2025-03-31 |
80,808 |
$4,897,000 |
-13,252 |
|
Resources Investment Advisors Inc. |
239 |
- |
2025-03-31 |
76,880 |
$4,659,000 |
-2,152 |
|
Horst & Graben Wealth Management LLC |
24 |
- |
2025-03-31 |
75,307 |
$4,564,000 |
-5,367 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
281 |
- |
2025-03-31 |
74,227 |
$4,498,000 |
-9,037 |
|
Sanctuary Advisors LLC |
580 |
- |
2024-12-31 |
60,444 |
$4,010,000 |
-2,417 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
950 |
- |
2025-03-31 |
61,155 |
$3,706,000 |
-1,124 |
|
Sharkey Howes & Javer |
39 |
- |
2025-03-31 |
60,993 |
$3,696,000 |
-2,851 |
|
Equitable Holdings Inc. |
362 |
- |
2025-03-31 |
60,091 |
$3,642,000 |
-296 |
|
Integrated Wealth Concepts LLC |
402 |
- |
2025-03-31 |
57,571 |
$3,489,000 |
190 |
|
Steward Partners Investment Advisory LLC |
490 |
- |
2025-03-31 |
57,486 |
$3,484,000 |
-1,212 |
|
Perigon Wealth Management LLC |
236 |
- |
2025-03-31 |
53,085 |
$3,217,000 |
12,518 |
|
SigFig Wealth Management LLC |
66 |
- |
2025-03-31 |
49,723 |
$3,001,000 |
-1,326 |
|
Investors Fiduciary Advisor Network LLC |
13 |
- |
2025-03-31 |
48,916 |
$2,964,000 |
2,036 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1609 |
- |
2025-03-31 |
48,582 |
$2,944,000 |
-348 |
|
Goss Wealth Management LLC |
706 |
- |
2025-03-31 |
46,109 |
$2,794,000 |
-6,810 |
|
Advisor Group Holdings Inc. |
1436 |
- |
2025-03-31 |
43,731 |
$2,651,000 |
-24,627 |
|
Elios Financial Group Inc. |
19 |
- |
2025-03-31 |
43,077 |
$2,611,000 |
-135 |
|
We Are One Seven LLC |
223 |
- |
2025-03-31 |
40,899 |
$2,479,000 |
-405 |
|
HPM Partners LLC |
1054 |
- |
2025-03-31 |
37,150 |
$2,252,000 |
-5,535 |
|
GeoWealth Management LLC |
126 |
- |
2025-03-31 |
36,755 |
$2,228,000 |
19,172 |
|
BANK OF NEW YORK MELLON CORP |
2640 |
- |
2025-03-31 |
35,320 |
$2,141,000 |
629 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2201 |
- |
2025-03-31 |
34,908 |
$2,116,000 |
34,908 |
|
SOFI WEALTH LLC |
19 |
- |
2025-03-31 |
33,543 |
$2,033,000 |
29,104 |
|
Orion Portfolio Solutions LLC |
724 |
- |
2025-03-31 |
31,831 |
$1,929,000 |
1,788 |
|
Austin Private Wealth LLC |
70 |
- |
2025-03-31 |
30,251 |
$1,833,000 |
-659 |
|
MA Private Wealth |
33 |
- |
2025-03-31 |
30,152 |
$1,827,000 |
0 |
|
Wealth Alliance |
90 |
- |
2025-03-31 |
30,032 |
$1,820,000 |
-1,162 |
|
HIGHTOWER ADVISORS, LLC |
1571 |
- |
2025-03-31 |
28,441 |
$1,724,000 |
-1,431 |
|
RFG Advisory Group LLC |
303 |
- |
2025-03-31 |
27,500 |
$1,667,000 |
4,668 |
|
GOLDMAN SACHS GROUP INC/ |
3409 |
- |
2025-03-31 |
26,898 |
$1,630,000 |
19,561 |
|
Pensionmark Financial Group LLC |
387 |
- |
2025-03-31 |
26,748 |
$1,621,000 |
3,183 |
|
REGAL INVESTMENT ADVISORS, LLC |
169 |
- |
2025-03-31 |
25,788 |
$1,563,000 |
1,258 |
|
TOWNSQUARE CAPITAL LLC |
680 |
- |
2025-03-31 |
25,493 |
$1,545,000 |
-3,855 |
|
Aptus Capital Advisors LLC |
426 |
- |
2025-03-31 |
24,534 |
$1,487,000 |
-595 |
|
H D Vest Advisory Services |
900 |
- |
2025-03-31 |
23,818 |
$1,443,000 |
2,938 |
|
Snowden Capital Advisors LLC |
392 |
- |
2025-03-31 |
22,898 |
$1,388,000 |
-269 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
852 |
- |
2025-03-31 |
22,826 |
$1,383,000 |
2,036 |
|
Farther Finance Advisors LLC |
406 |
- |
2025-03-31 |
21,698 |
$1,322,000 |
8,288 |
|
CITADEL ADVISORS LLC |
2891 |
- |
2025-03-31 |
21,736 |
$1,317,000 |
21,736 |
|
GTS SECURITIES LLC |
294 |
*New |
2025-03-31 |
20,887 |
$1,266,000 |
20,887 |
|
Merit Financial Group LLC |
569 |
- |
2025-03-31 |
20,783 |
$1,260,000 |
16,688 |
|
SAGESPRING WEALTH PARTNERS LLC |
209 |
- |
2025-03-31 |
20,400 |
$1,236,000 |
-404 |
|
ONE WEALTH CAPITAL MANAGEMENT LLC |
34 |
- |
2025-03-31 |
19,024 |
$1,153,000 |
478 |
|
Keystone Financial Services |
31 |
- |
2025-03-31 |
18,811 |
$1,140,000 |
-197 |
|
Change Path LLC |
450 |
- |
2025-03-31 |
18,131 |
$1,099,000 |
1,926 |
|
Diversify Advisory Services LLC |
207 |
- |
2025-03-31 |
17,575 |
$1,057,000 |
-5,938 |
|
DOHJ LLC |
83 |
- |
2025-03-31 |
16,570 |
$1,004,000 |
294 |
|
Maia Wealth LLC |
106 |
- |
2025-03-31 |
16,767 |
$976,000 |
-1,116 |
|
LifePlan Investment Advisors Inc. |
48 |
- |
2025-03-31 |
15,608 |
$946,000 |
2,077 |
|
EverSource Wealth Advisors LLC |
268 |
- |
2025-03-31 |
14,517 |
$880,000 |
-2,248 |
|
Strategic Blueprint LLC |
304 |
- |
2025-03-31 |
13,905 |
$843,000 |
-216 |
|
Oregon Pacific Wealth Management LLC |
28 |
- |
2025-03-31 |
13,545 |
$821,000 |
63 |
|
Maiden Cove Capital LLC |
26 |
- |
2024-12-31 |
12,671 |
$812,000 |
-1,975 |
|
THEORY FINANCIAL LLC |
47 |
- |
2025-03-31 |
13,295 |
$806,000 |
-300 |
|
JANE STREET GROUP LLC |
3111 |
- |
2025-03-31 |
13,156 |
$797,000 |
13,156 |
|
Copperleaf Capital LLC |
59 |
- |
2025-03-31 |
12,426 |
$753,000 |
339 |
|
UBS Group AG |
4375 |
- |
2025-03-31 |
12,020 |
$728,000 |
2,192 |
|
LIFELONG WEALTH ADVISORS INC. |
31 |
- |
2025-03-31 |
11,503 |
$697,000 |
1,978 |
|
CoreCap Advisors LLC |
418 |
- |
2025-03-31 |
11,058 |
$670,000 |
731 |
|
EQ LLC |
40 |
- |
2025-03-31 |
11,013 |
$667,000 |
1,060 |
|
Venturi Wealth Management LLC |
271 |
- |
2025-03-31 |
10,969 |
$665,000 |
-1,159 |
|
WEALTHGARDEN F.S. LLC |
59 |
- |
2025-03-31 |
10,822 |
$656,000 |
409 |
|
Sound View Wealth Advisors Group LLC |
220 |
- |
2025-03-31 |
10,771 |
$653,000 |
-2,346 |
|
Ascent Group LLC |
400 |
- |
2025-03-31 |
10,587 |
$642,000 |
2,902 |
|
ATRIA INVESTMENTS LLC |
1215 |
- |
2025-03-31 |
10,496 |
$636,000 |
-60 |
|
Buttonwood Financial Group LLC |
18 |
- |
2025-03-31 |
11,152 |
$634,000 |
34 |
|
West Wealth Group LLC |
43 |
- |
2025-03-31 |
9,938 |
$605,000 |
-2,758 |
|
Hoxton Planning & Management LLC |
84 |
- |
2025-03-31 |
9,919 |
$601,000 |
3,988 |
|
MARINER WEALTH ADVISORS, LLC |
2054 |
- |
2025-03-31 |
9,875 |
$598,000 |
1,625 |
|
Spectrum Planning & Advisory Services Inc. |
34 |
- |
2025-03-31 |
9,471 |
$574,000 |
1,266 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
882 |
- |
2025-03-31 |
9,400 |
$570,000 |
25 |
|
MBE Wealth Management LLC |
50 |
*New |
2025-03-31 |
8,897 |
$539,000 |
8,897 |
|
Tempus Wealth Planning LLC |
143 |
- |
2025-03-31 |
8,802 |
$533,000 |
1,069 |
|
WAGNER CAPITAL MANAGEMENT CORP |
202 |
- |
2025-03-31 |
8,783 |
$532,000 |
-184 |
|
FTB Advisors Inc. |
332 |
- |
2025-03-31 |
8,537 |
$517,000 |
-729 |
|
BEACON FINANCIAL GROUP |
220 |
- |
2025-03-31 |
8,241 |
$499,000 |
-4 |
|
Patriot Financial Group Insurance Agency LLC |
290 |
- |
2025-03-31 |
8,179 |
$496,000 |
-335 |
|
Gen-Wealth Partners Inc |
134 |
- |
2025-03-31 |
8,163 |
$495,000 |
-289 |
|
Capital Analysts Inc. |
366 |
- |
2025-03-31 |
8,122 |
$492,000 |
499 |
|
U.S. Capital Wealth Advisors LLC |
584 |
- |
2025-03-31 |
8,069 |
$489,000 |
-138 |
|
EQIS CAPITAL MANAGEMENT, INC. |
437 |
- |
2025-03-31 |
7,939 |
$481,000 |
2,956 |
|
Armis Advisers LLC |
255 |
- |
2025-03-31 |
7,866 |
$477,000 |
-881 |
|
ZACKS INVESTMENT MANAGEMENT |
491 |
- |
2025-03-31 |
7,843 |
$475,000 |
0 |
|
WRAPMANAGER INC |
114 |
*New |
2025-03-31 |
7,648 |
$464,000 |
7,648 |
|
|
100 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|