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Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 131 Institutional Holders

Holder	Shares	Date	Change	% Held
STATE STREET CORP	5.70M	Mar 31, 26	+92.79K	28.43%
LPL Financial LLC	1.62M	Mar 31, 26	+631.68K	8.06%
ENVESTNET ASSET MANAGEMENT INC	1.38M	Mar 31, 26	+447.12K	6.90%
Envestnet Portfolio Solutions, Inc.	1.19M	Mar 31, 26	+123.60K	5.93%
JANE STREET GROUP, LLC	928.33K	Mar 31, 26	+928.33K	4.63%
ASSETMARK, INC	855.81K	Mar 31, 26	+219.52K	4.27%
Cambria Investment Management, L.P.	458.57K	Mar 31, 26	+24.81K	2.29%
Cerity Partners LLC	385.48K	Mar 31, 26	+385.48K	1.92%
PARK AVENUE SECURITIES LLC	353.22K	Mar 31, 26	+17.76K	1.76%
Toroso Investments, LLC	347.36K	Mar 31, 26	+302.30K	1.73%
CONTINUUM WEALTH ADVISORS, LLC	343.35K	Mar 31, 26	+332.77K	1.71%
WELLS FARGO & COMPANY/MN	230.07K	Mar 31, 26	+210.80K	1.15%
RAYMOND JAMES FINANCIAL INC	208.84K	Mar 31, 26	+21.27K	1.04%
Empowered Funds, LLC	205.52K	Mar 31, 26	+17.65K	1.02%
Aspire Private Capital, LLC	202.72K	Mar 31, 26	+49.51K	1.01%
Private Advisory Group LLC	178.41K	Mar 31, 26	+38.37K	0.89%
BANK OF AMERICA CORP /DE/	163.31K	Mar 31, 26	+75.93K	0.81%
LANDMARK WEALTH MANAGEMENT, INC.	152.56K	Mar 31, 26	+43.32K	0.76%
Leo Wealth, LLC	127.06K	Mar 31, 26	+5.27K	0.63%
Cambridge Investment Research Advisors, Inc.	123.79K	Mar 31, 26	+3.62K	0.62%
Cetera Investment Advisers	118.82K	Mar 31, 26	+49.18K	0.59%
HighTower Advisors, LLC	113.92K	Mar 31, 26	+49.61K	0.57%
International Private Wealth Advisors LLC	110.07K	Mar 31, 26	+7.88K	0.55%
Raleigh Capital Management Inc.	109.53K	Mar 31, 26	+34.47K	0.55%
Signal Advisors Wealth, LLC	109.31K	Mar 31, 26	+33.36K	0.54%
HARBOUR INVESTMENTS, INC.	94.41K	Mar 31, 26	+26.39K	0.47%
AE Wealth Management LLC	76.69K	Mar 31, 26	+21.36K	0.38%
Sharkey, Howes & Javer	74.79K	Mar 31, 26	+7.18K	0.37%
Cartesian Growth Corp	72.60K	Mar 31, 26	+72.60K	0.36%
CreativeOne Wealth, LLC	69.49K	Mar 31, 26	+26.07K	0.35%
GOLDMAN SACHS GROUP INC	67.89K	Mar 31, 26	+45.27K	0.34%
Valtinson Bruner Financial Planning LLC	60.74K	Mar 31, 26	+8.24K	0.30%
MML INVESTORS SERVICES, LLC	56.58K	Mar 31, 26	+23.73K	0.28%
AXXCESS WEALTH MANAGEMENT, LLC	46.46K	Mar 31, 26	+15.35K	0.23%
PRINCIPAL SECURITIES, INC.	46.28K	Mar 31, 26	+31.71K	0.23%
Simplicity Wealth,LLC	45.12K	Mar 31, 26	+6.77K	0.22%
Sanctuary Advisors, LLC	43.83K	Mar 31, 26	-7.47K	0.22%
Concurrent Investment Advisors, LLC	42.94K	Mar 31, 26	-370	0.21%
Virtu Financial LLC	41.47K	Mar 31, 26	+41.47K	0.21%
NOVUS ADVISORS, LLC	39.45K	Mar 31, 26	+9.83K	0.20%
JOHNSON INVESTMENT COUNSEL INC	37.45K	Mar 31, 26	+37.45K	0.19%
Belpointe Asset Management LLC	35.61K	Mar 31, 26	+1.05K	0.18%
Global Financial Private Client, LLC	34.21K	Mar 31, 26	+9.47K	0.17%
HighPoint Advisor Group LLC	33.29K	Mar 31, 26	+33.29K	0.17%
LOCKERMAN FINANCIAL GROUP, INC.	31.71K	Mar 31, 26	+11.79K	0.16%
Brinker Capital Investments, LLC	30.44K	Mar 31, 26	+793	0.15%
RFG Advisory, LLC	29.25K	Mar 31, 26	-639	0.15%
ADVISOR GROUP HOLDINGS, INC.	28.25K	Mar 31, 26	+7.57K	0.14%
Kestra Advisory Services, LLC	28.21K	Mar 31, 26	+19.22K	0.14%
RICHARDSON FINANCIAL SERVICES INC.	27.73K	Mar 31, 26	+6.27K	0.14%
VisionPoint Advisory Group, LLC	27.18K	Mar 31, 26	+9.01K	0.14%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	26.79K	Mar 31, 26	+18.80K	0.13%
Western Wealth Management, LLC	24.54K	Mar 31, 26	+24.54K	0.12%
OARSMAN CAPITAL, INC.	24.46K	Mar 31, 26	-25	0.12%
Ascent Group, LLC	22.22K	Mar 31, 26	+5.49K	0.11%
GeoWealth Management, LLC	22.21K	Mar 31, 26	+5.86K	0.11%
Independent Advisor Alliance	21.39K	Mar 31, 26	+2.21K	0.11%
Balboa Wealth Partners	20.48K	Mar 31, 26	+5.92K	0.10%
FSB PREMIER WEALTH MANAGEMENT, INC.	19.75K	Mar 31, 26	-212	0.10%
Outlook Wealth Advisors, LLC	19.31K	Mar 31, 26	+5.31K	0.10%
Astoria Portfolio Advisors LLC.	16.91K	Mar 31, 26	+16.91K	0.08%
ZEGA Investments, LLC	16.57K	Mar 31, 26	-2.08K	0.08%
Pensionmark Financial Group, LLC	16.04K	Mar 31, 26	+4.13K	0.08%
Betterment LLC	13.75K	Mar 31, 26	+517	0.07%
NewEdge Advisors, LLC	13.32K	Mar 31, 26	+13.32K	0.07%
NWAM LLC	11.82K	Mar 31, 26	+11.82K	0.06%
Atria Investments, Inc	11.18K	Mar 31, 26	+2.60K	0.06%
Ethic Inc.	11.04K	Mar 31, 26	+11.04K	0.06%
CREATIVE FINANCIAL DESIGNS INC /ADV	10.99K	Mar 31, 26	-1.69K	0.05%
IAMS WEALTH MANAGEMENT, LLC	10.78K	Mar 31, 26	-584	0.05%
Arete Wealth Advisors, LLC	10.68K	Mar 31, 26	+3.03K	0.05%
Maridea Wealth Management LLC	10.23K	Mar 31, 26	+2.51K	0.05%
ABSOLUTE CAPITAL MANAGEMENT, LLC	9.44K	Mar 31, 26	+9.44K	0.05%
Hibernia Wealth Partners, LLC	8.90K	Mar 31, 26	+8.90K	0.04%
True Vision MN LLC	8.05K	Mar 31, 26	+845	0.04%
VestGen Advisors, LLC	7.77K	Mar 31, 26	+7.77K	0.04%
Gateway Wealth Partners, LLC	7.64K	Mar 31, 26	+7.64K	0.04%
Wealth Watch Advisors, INC	7.42K	Mar 31, 26	+1.12K	0.04%
CITADEL ADVISORS LLC	7.16K	Mar 31, 26	+7.16K	0.04%
Strategic Investment Advisors / MI	7.00K	Mar 31, 26	+7.00K	0.03%
Walkner Condon Financial Advisors LLC	6.80K	Mar 31, 26	+6.80K	0.03%
Kelly Financial Services LLC	6.70K	Mar 31, 26	+6.70K	0.03%
Sowell Financial Services LLC	5.89K	Mar 31, 26	+5.89K	0.03%
Capital Asset Advisory Services LLC	5.88K	Mar 31, 26	+5.88K	0.03%
USAdvisors Wealth Management, LLC	5.75K	Mar 31, 26	+5.75K	0.03%
Richard W. Paul & Associates, LLC	5.40K	Mar 31, 26	+1.51K	0.03%
Triumph Capital Management	5.37K	Mar 31, 26	+1.42K	0.03%
Smartleaf Asset Management LLC	5.27K	Mar 31, 26	+990	0.03%
Advisory Services Network, LLC	2.53K	Mar 31, 26	+2.53K	0.01%
EVOLUTION WEALTH MANAGEMENT INC.	1.99K	Mar 31, 26	-4	0.01%
CWM, LLC	1.96K	Mar 31, 26	+190	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.40K	Mar 31, 26	--	0.01%
Farther Finance Advisors, LLC	1.40K	Mar 31, 26	+251	0.01%
Steward Partners Investment Advisory, LLC	1.25K	Mar 31, 26	+1.25K	0.01%
PRIVATE TRUST CO NA	1.24K	Mar 31, 26	+654	0.01%
BROWN, LISLE/CUMMINGS, INC.	885	Mar 31, 26	+885	0.00%
Cohalo Advisory LLC	869	Mar 31, 26	-34	0.00%
Covestor Ltd	676	Mar 31, 26	+451	0.00%
AdvisorNet Financial, Inc	648	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	485	Mar 31, 26	+485	0.00%
Quest 10 Wealth Builders, Inc.	433	Mar 31, 26	+43	0.00%
Aptus Capital Advisors, LLC	428	Mar 31, 26	--	0.00%
FIFTH THIRD BANCORP	374	Mar 31, 26	+374	0.00%
Stone House Investment Management, LLC	289	Mar 31, 26	+91	0.00%
MORGAN STANLEY	195	Mar 31, 26	-437	0.00%
Merkkuri Wealth Advisors LLC	191	Mar 31, 26	+191	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	178	Mar 31, 26	+51	0.00%
Kingdom Financial Group LLC.	144	Mar 31, 26	--	0.00%
Lloyd Advisory Services, LLC.	144	Mar 31, 26	+144	0.00%
CoreCap Advisors, LLC	130	Mar 31, 26	+53	0.00%
REAP Financial Group, LLC	116	Mar 31, 26	--	0.00%
Capital Analysts, LLC	106	Mar 31, 26	--	0.00%
Golden State Equity Partners	84	Mar 31, 26	+84	0.00%
JPMORGAN CHASE & CO	62	Mar 31, 26	+62	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	56	Mar 31, 26	+56	0.00%
Caitlin John, LLC	39	Mar 31, 26	-1.60K	0.00%
Rossby Financial, LCC	15	Mar 31, 26	--	0.00%
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-17.24K	--
US BANCORP \DE\	--	Mar 31, 26	-325	--
Safe Harbor Fiduciary, LLC	--	Mar 31, 26	-249	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-286	--
Brookwood Investment Group LLC	--	Mar 31, 26	-7.59K	--
ROYAL BANK OF CANADA	--	Mar 31, 26	-1.60K	--
UBS Group AG	--	Mar 31, 26	-203	--
Austin Private Wealth, LLC	294.86K	Dec 31, 25	-78.93K	1.47%
Global Retirement Partners, LLC	480	Dec 31, 25	-295	0.00%
COMERICA BANK	262	Dec 31, 25	-185	0.00%
Capital A Wealth Management, LLC	--	Jun 30, 25	-22	--
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-8.38K	--
Orion Portfolio Solutions, LLC	18.93K	Mar 31, 25	+18.93K	0.09%
Aveo Capital Partners, LLC	--	Mar 31, 25	-19.51K	--

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Holder

Date

Change

% Held

STATE STREET CORP

5.70M

Mar 31, 26

+92.79K

28.43%

LPL Financial LLC

1.62M

Mar 31, 26

+631.68K

8.06%

ENVESTNET ASSET MANAGEMENT INC

1.38M

Mar 31, 26

+447.12K

6.90%

Envestnet Portfolio Solutions, Inc.

1.19M

Mar 31, 26

+123.60K

5.93%

JANE STREET GROUP, LLC

928.33K

Mar 31, 26

+928.33K

4.63%

ASSETMARK, INC

855.81K

Mar 31, 26

+219.52K

4.27%

Cambria Investment Management, L.P.

458.57K

Mar 31, 26

+24.81K

2.29%

Cerity Partners LLC

385.48K

Mar 31, 26

+385.48K

1.92%

PARK AVENUE SECURITIES LLC

353.22K

Mar 31, 26

+17.76K

1.76%

Toroso Investments, LLC

347.36K

Mar 31, 26

+302.30K

1.73%

CONTINUUM WEALTH ADVISORS, LLC

343.35K

Mar 31, 26

+332.77K

1.71%

WELLS FARGO & COMPANY/MN

230.07K

Mar 31, 26

+210.80K

1.15%

RAYMOND JAMES FINANCIAL INC

208.84K

Mar 31, 26

+21.27K

1.04%

Empowered Funds, LLC

205.52K

Mar 31, 26

+17.65K

1.02%

Aspire Private Capital, LLC

202.72K

Mar 31, 26

+49.51K

1.01%

Private Advisory Group LLC

178.41K

Mar 31, 26

+38.37K

0.89%

BANK OF AMERICA CORP /DE/

163.31K

Mar 31, 26

+75.93K

0.81%

LANDMARK WEALTH MANAGEMENT, INC.

152.56K

Mar 31, 26

+43.32K

0.76%

Leo Wealth, LLC

127.06K

Mar 31, 26

+5.27K

0.63%

Cambridge Investment Research Advisors, Inc.

123.79K

Mar 31, 26

+3.62K

0.62%

Cetera Investment Advisers

118.82K

Mar 31, 26

+49.18K

0.59%

HighTower Advisors, LLC

113.92K

Mar 31, 26

+49.61K

0.57%

International Private Wealth Advisors LLC

110.07K

Mar 31, 26

+7.88K

0.55%

Raleigh Capital Management Inc.

109.53K

Mar 31, 26

+34.47K

0.55%

Signal Advisors Wealth, LLC

109.31K

Mar 31, 26

+33.36K

0.54%

HARBOUR INVESTMENTS, INC.

94.41K

Mar 31, 26

+26.39K

0.47%

AE Wealth Management LLC

76.69K

Mar 31, 26

+21.36K

0.38%

Sharkey, Howes & Javer

74.79K

Mar 31, 26

+7.18K

0.37%

Cartesian Growth Corp

72.60K

Mar 31, 26

+72.60K

0.36%

CreativeOne Wealth, LLC

69.49K

Mar 31, 26

+26.07K

0.35%

GOLDMAN SACHS GROUP INC

67.89K

Mar 31, 26

+45.27K

0.34%

Valtinson Bruner Financial Planning LLC

60.74K

Mar 31, 26

+8.24K

0.30%

MML INVESTORS SERVICES, LLC

56.58K

Mar 31, 26

+23.73K

0.28%

AXXCESS WEALTH MANAGEMENT, LLC

46.46K

Mar 31, 26

+15.35K

0.23%

PRINCIPAL SECURITIES, INC.

46.28K

Mar 31, 26

+31.71K

0.23%

Simplicity Wealth,LLC

45.12K

Mar 31, 26

+6.77K

0.22%

Sanctuary Advisors, LLC

43.83K

Mar 31, 26

-7.47K

0.22%

Concurrent Investment Advisors, LLC

42.94K

Mar 31, 26

-370

0.21%

Virtu Financial LLC

41.47K

Mar 31, 26

+41.47K

0.21%

NOVUS ADVISORS, LLC

39.45K

Mar 31, 26

+9.83K

0.20%

JOHNSON INVESTMENT COUNSEL INC

37.45K

Mar 31, 26

+37.45K

0.19%

Belpointe Asset Management LLC

35.61K

Mar 31, 26

+1.05K

0.18%

Global Financial Private Client, LLC

34.21K

Mar 31, 26

+9.47K

0.17%

HighPoint Advisor Group LLC

33.29K

Mar 31, 26

+33.29K

0.17%

LOCKERMAN FINANCIAL GROUP, INC.

31.71K

Mar 31, 26

+11.79K

0.16%

Brinker Capital Investments, LLC

30.44K

Mar 31, 26

+793

0.15%

RFG Advisory, LLC

29.25K

Mar 31, 26

-639

0.15%

ADVISOR GROUP HOLDINGS, INC.

28.25K

Mar 31, 26

+7.57K

0.14%

Kestra Advisory Services, LLC

28.21K

Mar 31, 26

+19.22K

0.14%

RICHARDSON FINANCIAL SERVICES INC.

27.73K

Mar 31, 26

+6.27K

0.14%

VisionPoint Advisory Group, LLC

27.18K

Mar 31, 26

+9.01K

0.14%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

26.79K

Mar 31, 26

+18.80K

0.13%

Western Wealth Management, LLC

24.54K

Mar 31, 26

+24.54K

0.12%

OARSMAN CAPITAL, INC.

24.46K

Mar 31, 26

-25

0.12%

Ascent Group, LLC

22.22K

Mar 31, 26

+5.49K

0.11%

GeoWealth Management, LLC

22.21K

Mar 31, 26

+5.86K

0.11%

Independent Advisor Alliance

21.39K

Mar 31, 26

+2.21K

0.11%

Balboa Wealth Partners

20.48K

Mar 31, 26

+5.92K

0.10%

FSB PREMIER WEALTH MANAGEMENT, INC.

19.75K

Mar 31, 26

-212

0.10%

Outlook Wealth Advisors, LLC

19.31K

Mar 31, 26

+5.31K

0.10%

Astoria Portfolio Advisors LLC.

16.91K

Mar 31, 26

+16.91K

0.08%

ZEGA Investments, LLC

16.57K

Mar 31, 26

-2.08K

0.08%

Pensionmark Financial Group, LLC

16.04K

Mar 31, 26

+4.13K

0.08%

Betterment LLC

13.75K

Mar 31, 26

+517

0.07%

NewEdge Advisors, LLC

13.32K

Mar 31, 26

+13.32K

0.07%

NWAM LLC

11.82K

Mar 31, 26

+11.82K

0.06%

Atria Investments, Inc

11.18K

Mar 31, 26

+2.60K

0.06%

Ethic Inc.

11.04K

Mar 31, 26

+11.04K

0.06%

CREATIVE FINANCIAL DESIGNS INC /ADV

10.99K

Mar 31, 26

-1.69K

0.05%

IAMS WEALTH MANAGEMENT, LLC

10.78K

Mar 31, 26

-584

0.05%

Arete Wealth Advisors, LLC

10.68K

Mar 31, 26

+3.03K

0.05%

Maridea Wealth Management LLC

10.23K

Mar 31, 26

+2.51K

0.05%

ABSOLUTE CAPITAL MANAGEMENT, LLC

9.44K

Mar 31, 26

+9.44K

0.05%

Hibernia Wealth Partners, LLC

8.90K

Mar 31, 26

+8.90K

0.04%

True Vision MN LLC

8.05K

Mar 31, 26

+845

0.04%

VestGen Advisors, LLC

7.77K

Mar 31, 26

+7.77K

0.04%

Gateway Wealth Partners, LLC

7.64K

Mar 31, 26

+7.64K

0.04%

Wealth Watch Advisors, INC

7.42K

Mar 31, 26

+1.12K

0.04%

CITADEL ADVISORS LLC

7.16K

Mar 31, 26

+7.16K

0.04%

Strategic Investment Advisors / MI

7.00K

Mar 31, 26

+7.00K

0.03%

Walkner Condon Financial Advisors LLC

6.80K

Mar 31, 26

+6.80K

0.03%

Kelly Financial Services LLC

6.70K

Mar 31, 26

+6.70K

0.03%

Sowell Financial Services LLC

5.89K

Mar 31, 26

+5.89K

0.03%

Capital Asset Advisory Services LLC

5.88K

Mar 31, 26

+5.88K

0.03%

USAdvisors Wealth Management, LLC

5.75K

Mar 31, 26

+5.75K

0.03%

Richard W. Paul & Associates, LLC

5.40K

Mar 31, 26

+1.51K

0.03%

Triumph Capital Management

5.37K

Mar 31, 26

+1.42K

0.03%

Smartleaf Asset Management LLC

5.27K

Mar 31, 26

+990

0.03%

Advisory Services Network, LLC

2.53K

Mar 31, 26

+2.53K

0.01%

EVOLUTION WEALTH MANAGEMENT INC.

1.99K

Mar 31, 26

-4

0.01%

CWM, LLC

1.96K

Mar 31, 26

+190

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.40K

Mar 31, 26

0.01%

Farther Finance Advisors, LLC

1.40K

Mar 31, 26

+251

0.01%

Steward Partners Investment Advisory, LLC

1.25K

Mar 31, 26

+1.25K

0.01%

PRIVATE TRUST CO NA

1.24K

Mar 31, 26

+654

0.01%

BROWN, LISLE/CUMMINGS, INC.

885

Mar 31, 26

+885

0.00%

Cohalo Advisory LLC

869

Mar 31, 26

-34

0.00%

Covestor Ltd

676

Mar 31, 26

+451

0.00%

AdvisorNet Financial, Inc

648

Mar 31, 26

0.00%

NBC SECURITIES, INC.

485

Mar 31, 26

+485

0.00%

Quest 10 Wealth Builders, Inc.

433

Mar 31, 26

+43

0.00%

Aptus Capital Advisors, LLC

428

Mar 31, 26

0.00%

FIFTH THIRD BANCORP

374

Mar 31, 26

+374

0.00%

Stone House Investment Management, LLC

289

Mar 31, 26

+91

0.00%

MORGAN STANLEY

195

Mar 31, 26

-437

0.00%

Merkkuri Wealth Advisors LLC

191

Mar 31, 26

+191

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

178

Mar 31, 26

+51

0.00%

Kingdom Financial Group LLC.

144

Mar 31, 26

0.00%

Lloyd Advisory Services, LLC.

144

Mar 31, 26

+144

0.00%

CoreCap Advisors, LLC

130

Mar 31, 26

+53

0.00%

REAP Financial Group, LLC

116

Mar 31, 26

0.00%

Capital Analysts, LLC

106

Mar 31, 26

0.00%

Golden State Equity Partners

Mar 31, 26

+84

0.00%

JPMORGAN CHASE & CO

Mar 31, 26

+62

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Mar 31, 26

+56

0.00%

Caitlin John, LLC

Mar 31, 26

-1.60K

0.00%

Rossby Financial, LCC

Mar 31, 26

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-17.24K

US BANCORP \DE\

Mar 31, 26

-325

Safe Harbor Fiduciary, LLC

Mar 31, 26

-249

Cape Investment Advisory, Inc.

Mar 31, 26

-286

Brookwood Investment Group LLC

Mar 31, 26

-7.59K

ROYAL BANK OF CANADA

Mar 31, 26

-1.60K

UBS Group AG

Mar 31, 26

-203

Austin Private Wealth, LLC

294.86K

Dec 31, 25

-78.93K

1.47%

Global Retirement Partners, LLC

480

Dec 31, 25

-295

0.00%

COMERICA BANK

262

Dec 31, 25

-185

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-22

Atria Wealth Solutions, Inc.

Jun 30, 25

-8.38K

Orion Portfolio Solutions, LLC

18.93K

Mar 31, 25

+18.93K

0.09%

Aveo Capital Partners, LLC

Mar 31, 25

-19.51K