|
Institutional
Holders
Total
Institutions:
|
1021 44 |
|
Total
shares held :
|
154,393,617 |
|
% of shares
held :
|
14.74% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
112 |
|
Amount
of shares held :
|
4,406,863 |
|
% of shares
held change :
|
0.42% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$73.36 |
|
Last
Quarter's Ending
Price :
|
$82.96 |
|
Last
Quarter's Average
Price :
|
$77.37 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
14.08 (18.2%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
85
|
1,182,161
|
0.77%
|
|
|
Increased
Positions : |
408
|
10,072,196
|
6.52%
|
|
|
Unchanged
Positions : |
188
|
4,560,644
|
2.95%
|
|
|
Decreased
Positions : |
340
|
-6,615,205
|
-4.28%
|
|
|
Closed
Positions : |
41
|
-232,289
|
-0.15%
|
|
|
Guru
Positions : |
1
|
5,350
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
FINANCIAL ENGINES ADVISORS L.L.C. |
17 |
- |
2023-12-31 |
12,130,371 |
$1,006,624,000 |
-668,485 |
|
SEI INVESTMENTS CO |
7 |
- |
2023-12-31 |
9,004,383 |
$747,003,000 |
341,684 |
|
MATHER GROUP, INC. |
1 |
- |
2024-03-31 |
8,984,508 |
$745,355,000 |
-39,729 |
|
ENVESTNET ASSET MANAGEMENT INC |
67 |
- |
2023-12-31 |
7,938,982 |
$658,618,000 |
1,617,687 |
|
Advisor Group Holdings Inc. |
9 |
- |
2023-12-31 |
6,264,900 |
$519,769,000 |
-1,371,863 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
1 |
- |
2023-12-31 |
4,931,667 |
$409,131,000 |
-200,657 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
41 |
- |
2024-03-31 |
3,600,863 |
$333,872,000 |
378,773 |
|
MARINER WEALTH ADVISORS, LLC |
23 |
- |
2023-12-31 |
3,673,811 |
$304,780,000 |
55,293 |
|
LPL FINANCIAL CORP |
140 |
- |
2023-12-31 |
2,733,270 |
$226,752,000 |
191,424 |
|
AMERIPRISE FINANCIAL INC |
289 |
- |
2023-12-31 |
2,714,783 |
$225,233,000 |
488,176 |
|
FUND EVALUATION GROUP LLC |
3 |
- |
2023-12-31 |
2,359,400 |
$195,737,000 |
-81,015 |
|
McAdam LLC |
3 |
- |
2024-03-31 |
1,757,045 |
$162,913,000 |
78,737 |
|
CWM LLC |
27 |
- |
2024-03-31 |
1,705,477 |
$158,132,000 |
152,378 |
|
MORGAN STANLEY |
883 |
- |
2023-12-31 |
1,897,337 |
$157,403,000 |
71,772 |
|
ANGELES INVESTMENT ADVISORS, LLC |
2 |
- |
2023-12-31 |
1,803,200 |
$149,593,000 |
41,000 |
|
FORT PITT CAPITAL GROUP LLC |
3 |
- |
2024-03-31 |
1,465,883 |
$135,917,000 |
-502,217 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
2 |
- |
2023-12-31 |
1,467,650 |
$121,792,000 |
0 |
|
Thrive Wealth Management LLC |
1 |
- |
2024-03-31 |
1,240,444 |
$115,014,000 |
664 |
|
BANK OF AMERICA CORP /DE/ |
788 |
- |
2023-12-31 |
1,381,350 |
$114,597,000 |
142,885 |
|
Focus Financial Network Inc. |
2 |
- |
2024-03-31 |
1,137,950 |
$101,300,000 |
0 |
|
J P MORGAN CHASE & CO |
826 |
- |
2023-12-31 |
1,168,843 |
$96,967,000 |
218,236 |
|
MML INVESTORS SERVICES LLC |
40 |
- |
2023-12-31 |
1,154,482 |
$95,776,000 |
273,515 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
93 |
- |
2023-12-31 |
1,096,607 |
$90,975,000 |
291,600 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
101 |
- |
2024-03-31 |
901,945 |
$83,628,000 |
-16,370 |
|
HIGHTOWER ADVISORS, LLC |
153 |
- |
2023-12-31 |
1,006,708 |
$83,486,000 |
-26,717 |
|
MARQUETTE ASSET MANAGEMENT INC. |
1 |
- |
2023-12-31 |
1,003,822 |
$83,278,000 |
-86,259 |
|
HHM Wealth Advisors LLC |
3 |
- |
2023-12-31 |
936,215 |
$77,668,000 |
-31,663 |
|
Financial Advisors LLC |
2 |
- |
2023-12-31 |
903,976 |
$74,994,000 |
-18,268 |
|
MONETA GROUP INVESTMENT ADVISORS INC |
17 |
- |
2023-12-31 |
896,203 |
$74,349,000 |
41,860 |
|
Krilogy Financial LLC |
2 |
- |
2024-03-31 |
795,805 |
$73,787,000 |
-23,214 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
159 |
- |
2023-12-31 |
839,204 |
$69,620,000 |
-12,464 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
82 |
- |
2023-12-31 |
817,960 |
$67,858,000 |
-23,610 |
|
FINANCIAL NETWORK |
51 |
- |
2023-12-31 |
808,004 |
$67,032,000 |
5,094 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
802,058 |
$66,538,000 |
307,228 |
|
Legacy Financial Strategies LLC |
1 |
- |
2024-03-31 |
675,999 |
$62,679,000 |
14,457 |
|
Beacon Pointe Advisors LLC |
25 |
- |
2023-12-31 |
731,606 |
$60,695,000 |
10,669 |
|
Brio Consultants LLC |
1 |
- |
2023-12-31 |
722,603 |
$59,947,000 |
-3,441 |
|
Tradition Wealth Management LLC |
1 |
- |
2023-12-31 |
732,232 |
$56,482,000 |
99,117 |
|
BB&T CORP |
220 |
- |
2023-12-31 |
636,153 |
$52,775,000 |
-20,405 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
47 |
- |
2023-12-31 |
630,107 |
$52,274,000 |
-56,017 |
|
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. |
3 |
- |
2024-03-31 |
549,855 |
$50,983,000 |
13,137 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
93 |
- |
2024-03-31 |
539,438 |
$50,017,000 |
72,428 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
25 |
- |
2023-12-31 |
597,521 |
$49,570,000 |
-23,560 |
|
Granite Bay Wealth Management LLC |
33 |
- |
2023-12-31 |
636,814 |
$49,276,000 |
-39,352 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
256 |
- |
2023-12-31 |
590,616 |
$48,997,000 |
33,429 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
589,019 |
$48,865,000 |
-2,011 |
|
Resources Investment Advisors Inc. |
25 |
- |
2023-12-31 |
588,079 |
$48,787,000 |
-51,293 |
|
Dechtman Wealth Management LLC |
3 |
- |
2024-03-31 |
507,288 |
$47,036,000 |
34,640 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
2 |
- |
2024-03-31 |
503,948 |
$46,726,000 |
10,772 |
|
ROYAL BANK OF CANADA |
726 |
- |
2023-12-31 |
552,958 |
$45,872,000 |
70,050 |
|
FINANCIAL COUNSELORS INC |
|
- |
2023-12-31 |
551,243 |
$45,731,000 |
25,560 |
|
WELLS FARGO & CO/MN |
722 |
- |
2023-12-31 |
550,930 |
$45,705,000 |
98,172 |
|
Advance Capital Management Inc. |
4 |
- |
2024-03-31 |
492,871 |
$45,699,000 |
487,140 |
|
One Capital Management LLC |
10 |
- |
2023-12-31 |
543,593 |
$45,097,000 |
-32,968 |
|
Envestnet Portfolio Solutions Inc. |
73 |
- |
2023-12-31 |
527,483 |
$43,760,000 |
199,152 |
|
NADLER FINANCIAL GROUP, INC. |
8 |
- |
2024-03-31 |
471,911 |
$43,756,000 |
5,668 |
|
Gemmer Asset Management LLC |
5 |
- |
2024-03-31 |
471,156 |
$43,686,000 |
-15,674 |
|
BURKETT FINANCIAL SERVICES LLC |
1 |
- |
2024-03-31 |
467,512 |
$43,348,000 |
-18,171 |
|
HRC WEALTH MANAGEMENT LLC |
1 |
- |
2023-12-31 |
508,191 |
$42,160,000 |
0 |
|
Kelman-Lazarov Inc. |
3 |
- |
2023-12-31 |
506,846 |
$42,048,000 |
-10,793 |
|
CREATIVE PLANNING |
143 |
- |
2023-12-31 |
503,434 |
$41,765,000 |
-51,146 |
|
Cornerstone Wealth Advisors Inc. |
3 |
- |
2024-03-31 |
448,320 |
$41,568,000 |
-3,136 |
|
Kestra Advisory Services LLC |
50 |
- |
2023-12-31 |
497,099 |
$41,239,000 |
-3,741 |
|
MCCORMACK ADVISORS INTERNATIONAL |
47 |
- |
2023-12-31 |
494,181 |
$40,997,000 |
-6,927 |
|
FORTE CAPITAL LLC /ADV |
2 |
- |
2023-12-31 |
487,917 |
$40,478,000 |
1,229 |
|
Northern Capital Management Inc. |
1 |
- |
2023-12-31 |
484,851 |
$40,223,000 |
11,767 |
|
CLARK CAPITAL MANAGEMENT GROUP INC |
97 |
- |
2023-12-31 |
475,472 |
$39,445,000 |
95,459 |
|
UBS Group AG |
778 |
- |
2023-12-31 |
475,358 |
$39,436,000 |
2,816 |
|
Cetera Investment Advisers |
53 |
- |
2023-12-31 |
471,888 |
$39,148,000 |
39,769 |
|
Main Street Financial Solutions LLC |
3 |
- |
2024-03-31 |
388,020 |
$35,977,000 |
-4,632 |
|
Stratos Wealth Advisors LLC |
2 |
- |
2024-03-31 |
385,301 |
$35,725,000 |
-86,551 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
9 |
- |
2023-12-31 |
430,168 |
$35,687,000 |
-15,386 |
|
Berger Financial Group Inc |
5 |
- |
2024-03-31 |
378,272 |
$35,073,000 |
-8,440 |
|
HB Wealth Management LLC |
23 |
- |
2023-12-31 |
415,946 |
$34,507,000 |
-17,758 |
|
GHP INVESTMENT ADVISORS INC |
1 |
- |
2024-03-31 |
362,860 |
$33,644,000 |
2,330 |
|
XML Financial LLC |
1 |
- |
2023-12-31 |
399,879 |
$33,174,000 |
12,524 |
|
SUMMIT WEALTH & RETIREMENT PLANNING INC. |
2 |
- |
2023-12-31 |
381,058 |
$31,613,000 |
-4,582 |
|
H D Vest Advisory Services |
37 |
- |
2023-12-31 |
377,630 |
$31,328,000 |
84,528 |
|
Schneider Downs Wealth Management Advisors LP |
3 |
- |
2023-12-31 |
377,306 |
$31,301,000 |
28,390 |
|
UNIQUE WEALTH LLC |
2 |
- |
2024-03-31 |
337,018 |
$31,245,000 |
16,655 |
|
STIFEL FINANCIAL CORP |
383 |
- |
2023-12-31 |
373,181 |
$30,959,000 |
92,144 |
|
GOLDMAN SACHS GROUP INC/ |
1260 |
- |
2023-12-31 |
369,223 |
$30,631,000 |
346,965 |
|
Charles Schwab Trust Co |
9 |
- |
2024-03-31 |
327,431 |
$30,359,000 |
36,246 |
|
Financial Synergies Wealth Advisors Inc. |
8 |
- |
2024-03-31 |
324,580 |
$30,095,000 |
2,256 |
|
Strategic Blueprint LLC |
5 |
- |
2024-03-31 |
320,205 |
$29,689,000 |
29,188 |
|
Invst LLC |
3 |
- |
2023-12-31 |
335,632 |
$29,623,000 |
-6,861 |
|
Mokosak Advisory Group LLC |
3 |
- |
2023-12-31 |
353,415 |
$29,321,000 |
-4,788 |
|
Pensionmark Financial Group LLC |
4 |
- |
2023-12-31 |
350,501 |
$29,086,000 |
302,422 |
|
PARK AVENUE SECURITIES LLC |
44 |
- |
2024-03-31 |
307,502 |
$28,512,000 |
8,478 |
|
Private Wealth Strategies L.L.C. |
6 |
- |
2023-12-31 |
343,558 |
$28,502,000 |
-5,440 |
|
MULTIFINANCIAL SECURITIES CORP |
53 |
- |
2023-12-31 |
339,065 |
$28,129,000 |
19,423 |
|
Provident Wealth Management LLC |
2 |
- |
2024-03-31 |
299,698 |
$27,788,000 |
-3,855 |
|
Triton Wealth Management PLLC |
2 |
- |
2024-03-31 |
307,854 |
$27,513,000 |
-5,106 |
|
Goepper Burkhardt LLC |
1 |
- |
2023-12-31 |
301,283 |
$27,251,000 |
7,395 |
|
Simplicity WealthLLC |
24 |
*New |
2024-03-31 |
293,607 |
$27,223,000 |
293,607 |
|
Transparent Wealth Partners LLC |
2 |
- |
2023-03-31 |
414,629 |
$27,021,000 |
2,088 |
|
Capital Planning LLC |
2 |
- |
2024-03-31 |
289,005 |
$26,797,000 |
3,871 |
|
Visionary Wealth Advisors |
6 |
- |
2023-12-31 |
322,231 |
$26,732,000 |
9,777 |
|
SUMMIT ASSET MANAGEMENT, LLC |
3 |
- |
2023-12-31 |
320,537 |
$26,592,000 |
-3,709 |
|
MARSHALL FINANCIAL GROUP INC /ADV |
1 |
- |
2023-12-31 |
319,415 |
$26,499,000 |
-4,398 |
|
|
100 Records found
|
1
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