| |
Institutional
Holders
Total
Institutions:
 |
51  48 |
|
|
Total
shares held :
|
25,875,654 |
|
|
% of shares
held :
|
28.75% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
48 |
|
|
Amount
of shares held :
|
25,369,461 |
|
|
% of shares
held change :
|
28.19% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  MERRIMAN WEALTH MANAGEMENT, LLC |
18 |
*New |
2023-12-31 |
1,765,208 |
$17,581,000 |
1,765,208 |
|
| PFG Investments LLC |
63 |
*New |
2024-03-31 |
533,053 |
$5,226,000 |
533,053 |
|
| Willow Creek Wealth Management Inc. |
37 |
*New |
2023-12-31 |
337,724 |
$3,364,000 |
337,724 |
|
| SOA Wealth Advisors LLC. |
36 |
*New |
2024-03-31 |
311,175 |
$3,051,000 |
311,175 |
|
| COLONY GROUP, LLC |
307 |
*New |
2023-12-31 |
289,634 |
$2,885,000 |
289,634 |
|
| Buckingham Strategic Partners |
79 |
*New |
2023-12-31 |
269,601 |
$2,685,000 |
269,601 |
|
| Meritas Wealth Management LLC |
21 |
*New |
2024-03-31 |
113,427 |
$1,112,000 |
113,427 |
|
| MODERA WEALTH MANAGEMENT, LLC |
329 |
*New |
2023-12-31 |
70,606 |
$703,000 |
70,606 |
|
| Index Fund Advisors Inc. |
54 |
*New |
2023-12-31 |
47,673 |
$475,000 |
47,673 |
|
| Ethic Inc. |
862 |
*New |
2023-12-31 |
31,355 |
$312,000 |
31,355 |
|
| GTS SECURITIES LLC |
1149 |
*New |
2023-12-31 |
27,038 |
$269,000 |
27,038 |
|
| FINANCIAL NETWORK |
2318 |
*New |
2023-12-31 |
26,883 |
$268,000 |
26,883 |
|
| BetterWealth LLC |
54 |
*New |
2024-03-31 |
25,339 |
$248,000 |
25,339 |
|
| DAVIDSON D A & CO |
|
*New |
2023-12-31 |
23,001 |
$229,000 |
23,001 |
|
| MML INVESTORS SERVICES LLC |
2249 |
*New |
2023-12-31 |
22,104 |
$220,000 |
22,104 |
|
| JANE STREET GROUP LLC |
4885 |
*New |
2023-12-31 |
14,332 |
$143,000 |
14,332 |
|
| MATHER GROUP, INC. |
724 |
*New |
2024-03-31 |
9,056 |
$90,000 |
9,056 |
|
| J P MORGAN CHASE & CO |
4755 |
*New |
2024-03-31 |
4,216 |
$41,000 |
4,216 |
|
| Financial Connections Group Inc. |
|
*New |
2024-03-31 |
1,529 |
$37,000 |
1,529 |
|
| FMR LLC |
4200 |
*New |
2023-12-31 |
752 |
$7,000 |
752 |
|
| UBS Group AG |
|
*New |
2023-12-31 |
344 |
$3,000 |
344 |
|
| Orion Capital Management LLC |
457 |
*New |
2024-03-31 |
178 |
$2,000 |
178 |
|
| CLEAN YIELD GROUP |
|
*New |
2023-12-31 |
148 |
$1,000 |
148 |
|
| TOWER RESEARCH CAPITAL LLC |
5519 |
*New |
2023-12-31 |
67 |
$1,000 |
67 |
|
| PROEQUITIES INC. |
7399 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
25 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
|
|
|
