| |
Institutional
Holders
Total
Institutions:
 |
551  9 |
|
|
Total
shares held :
|
100,352,396 |
|
|
% of shares
held :
|
66.81% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
|
Amount
of shares held :
|
9,551,856 |
|
|
% of shares
held change :
|
6.36% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$43.78 |
|
|
Last
Quarter's Ending
Price :
|
$46.62 |
|
|
Last
Quarter's Average
Price :
|
$44.74 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.46 (1.03%) |
|
|
|
|
|
|
| All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
 |
New
Positions : |
48
|
1,742,673
|
1.74%
|
|
|
|
Increased
Positions : |
216
|
15,795,911
|
15.74%
|
|
|
|
Unchanged
Positions : |
71
|
1,060,046
|
1.06%
|
|
|
|
Decreased
Positions : |
216
|
-4,963,659
|
-4.95%
|
|
|
|
Closed
Positions : |
39
|
-3,023,069
|
-3.01%
|
|
|
|
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 |
  Ethos Financial Group LLC |
18 |
*New |
2023-12-31 |
167,060 |
$7,788,000 |
167,060 |
|
| Robertson Stephens Wealth Management LLC |
51 |
*New |
2023-12-31 |
130,166 |
$6,068,000 |
130,166 |
|
| Merit Financial Group LLC |
103 |
*New |
2023-12-31 |
102,322 |
$4,770,000 |
102,322 |
|
| Advisor OS LLC |
25 |
*New |
2023-12-31 |
102,326 |
$4,770,000 |
102,326 |
|
| SYON CAPITAL LLC |
51 |
*New |
2023-12-31 |
75,562 |
$3,523,000 |
75,562 |
|
| WRAPMANAGER INC |
38 |
*New |
2023-12-31 |
47,847 |
$2,231,000 |
47,847 |
|
| Main Street Financial Solutions LLC |
89 |
*New |
2024-03-31 |
47,201 |
$2,171,000 |
47,201 |
|
| SMART PORTFOLIOS, LLC |
|
*New |
2024-03-31 |
31,305 |
$1,440,000 |
31,305 |
|
| Arete Wealth Advisors LLC |
247 |
*New |
2023-12-31 |
21,893 |
$1,021,000 |
21,893 |
|
| BEACON FINANCIAL GROUP |
156 |
*New |
2023-12-31 |
19,969 |
$931,000 |
19,969 |
|
| Derbend Asset Management |
|
*New |
2024-03-31 |
19,714 |
$907,000 |
19,714 |
|
| Portside Wealth Group LLC |
160 |
*New |
2024-03-31 |
16,051 |
$738,000 |
16,051 |
|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
110 |
*New |
2023-12-31 |
14,907 |
$695,000 |
14,907 |
|
| JOHNSON FINANCIAL GROUP, INC. |
161 |
*New |
2023-12-31 |
13,522 |
$630,000 |
13,522 |
|
| GREENUP STREET WEALTH MANAGEMENT LLC |
59 |
*New |
2023-12-31 |
13,136 |
$612,000 |
13,136 |
|
| KILEY JUERGENS WEALTH MANAGEMENT LLC |
59 |
*New |
2024-03-31 |
12,963 |
$596,000 |
12,963 |
|
| Worth Financial Advisory Group LLC |
|
*New |
2024-03-31 |
10,620 |
$489,000 |
10,620 |
|
| We Are One Seven LLC |
596 |
*New |
2023-12-31 |
8,797 |
$410,000 |
8,797 |
|
| EP WEALTH ADVISORS, INC. |
556 |
*New |
2023-12-31 |
8,232 |
$384,000 |
8,232 |
|
| PFG Investments LLC |
647 |
*New |
2024-03-31 |
8,132 |
$374,000 |
8,132 |
|
| AA Financial Advisors LLC |
|
*New |
2024-03-31 |
7,708 |
$355,000 |
7,708 |
|
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT |
126 |
*New |
2023-12-31 |
7,425 |
$346,000 |
7,425 |
|
| CI Private Wealth LLC |
1835 |
*New |
2023-12-31 |
6,682 |
$312,000 |
6,682 |
|
| Sonoma Private Wealth LLC |
67 |
*New |
2023-12-31 |
5,577 |
$260,000 |
5,577 |
|
| SRS Capital Advisors Inc. |
260 |
*New |
2023-12-31 |
5,335 |
$249,000 |
5,335 |
|
| Resonant Capital Advisors LLC |
|
*New |
2024-03-31 |
5,198 |
$239,000 |
5,198 |
|
| Stratos Wealth Partners LTD. |
1192 |
*New |
2024-03-31 |
5,121 |
$236,000 |
5,121 |
|
| Keebeck Wealth Management LLC |
248 |
*New |
2023-12-31 |
4,879 |
$227,000 |
4,879 |
|
| Garden State Investment Advisory Services LLC |
181 |
*New |
2023-12-31 |
4,781 |
$223,000 |
4,781 |
|
| Colorado Capital Management Inc. |
90 |
*New |
2024-03-31 |
4,383 |
$201,000 |
4,383 |
|
| Glass Jacobson Investment Advisors llc |
235 |
*New |
2024-03-31 |
3,250 |
$150,000 |
3,250 |
|
| LifeSteps Financial Inc. |
136 |
*New |
2024-03-31 |
1,365 |
$63,000 |
1,365 |
|
| AlphaCore Capital LLC |
314 |
*New |
2023-12-31 |
272 |
$13,000 |
272 |
|
| Scarborough Advisors LLC |
339 |
*New |
2023-12-31 |
269 |
$13,000 |
269 |
|
| Impact Partnership Wealth LLC |
481 |
*New |
2023-12-31 |
253 |
$12,000 |
253 |
|
| YHB INVESTMENT ADVISORS, INC. |
716 |
*New |
2024-03-31 |
200 |
$9,000 |
200 |
|
| Armor Investment Advisors LLC |
152 |
*New |
2024-03-31 |
58 |
$3,000 |
58 |
|
| Ahrens Investment Partners LLC |
825 |
*New |
2023-03-31 |
61 |
$3,000 |
61 |
|
| GRADIENT INVESTMENTS LLC |
806 |
*New |
2024-03-31 |
72 |
$3,000 |
72 |
|
| RFP Financial Group LLC |
626 |
*New |
2023-12-31 |
50 |
$2,000 |
50 |
|
| PALISADE ASSET MANAGEMENT, LLC |
|
*New |
2024-03-31 |
28 |
$1,000 |
28 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1753 |
*New |
2023-12-31 |
6 |
$0 |
6 |
|
|
42 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
|
|
|
0.05 (0.11%) 
