CFA

Institutional Ownership

Top 97 Institutional Holders
HolderSharesDateChange% Held
MORGAN STANLEY623.09KMar 31, 26-16.66K11.57%
BANK OF AMERICA CORP /DE/351.57KMar 31, 26-12.64K6.53%
FIFTH THIRD BANCORP232.94KMar 31, 26+232.76K4.32%
RAYMOND JAMES FINANCIAL INC214.52KMar 31, 26+8923.98%
WELLS FARGO & COMPANY/MN200.92KMar 31, 26-7.33K3.73%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO196.24KMar 31, 26-44.52K3.64%
UBS Group AG194.27KMar 31, 26+26.97K3.61%
Private Advisor Group, LLC123.31KMar 31, 26-8.33K2.29%
Rockefeller Capital Management L.P.122.42KMar 31, 26+1.92K2.27%
LPL Financial LLC120.91KMar 31, 26+3.54K2.24%
SILVER OAK SECURITIES, INCORPORATED112.75KMar 31, 26-5662.09%
ROYAL BANK OF CANADA93.98KMar 31, 26-1.66K1.74%
Summit Financial, LLC77.96KMar 31, 26+1.80K1.45%
GOLDMAN SACHS GROUP INC76.41KMar 31, 26+2.93K1.42%
NewEdge Advisors, LLC55.52KMar 31, 26-1.66K1.03%
COMMONWEALTH EQUITY SERVICES, LLC54.27KMar 31, 26+1.42K1.01%
JONES FINANCIAL COMPANIES LLLP50.95KMar 31, 26+4.31K0.95%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV49.21KMar 31, 26-2.22K0.91%
Larson Financial Group LLC46.58KMar 31, 26-6080.86%
AMERIPRISE FINANCIAL INC35.94KMar 31, 26-2.12K0.67%
ADVISOR GROUP HOLDINGS, INC.34.22KMar 31, 26-2.12K0.64%
SUSQUEHANNA INTERNATIONAL GROUP, LLP33.86KMar 31, 26+15.70K0.63%
LEVEL FOUR ADVISORY SERVICES, LLC31.47KMar 31, 26-1.15K0.58%
Cambridge Investment Research Advisors, Inc.29.89KMar 31, 26+2970.55%
ENVESTNET ASSET MANAGEMENT INC20.17KMar 31, 26+630.37%
Integrated Wealth Concepts LLC19.47KMar 31, 26+2800.36%
Keystone Financial Group18.97KMar 31, 26-1.99K0.35%
Allspring Global Investments Holdings, LLC13.60KMar 31, 26--0.25%
Rossmore Private Capital12.85KMar 31, 26-3.85K0.24%
Golden State Wealth Management, LLC11.00KMar 31, 26-1080.20%
TBH Global Asset Management, LLC10.33KMar 31, 26--0.19%
Smith Thornton Advisors LLC9.89KMar 31, 26-60.18%
MONEY CONCEPTS CAPITAL CORP9.72KMar 31, 26-1.31K0.18%
Patriot Financial Group Insurance Agency, LLC9.46KMar 31, 26+4.63K0.18%
IHT Wealth Management, LLC8.72KMar 31, 26--0.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC8.50KMar 31, 26+8.50K0.16%
Pathstone Holdings, LLC8.05KMar 31, 26+200.15%
NWF Advisory Services Inc.7.66KMar 31, 26+1.47K0.14%
Claro Advisors LLC6.49KMar 31, 26+5500.12%
Cetera Investment Advisers6.12KMar 31, 26+60.11%
NORTHERN TRUST CORP5.90KMar 31, 26--0.11%
GREAT VALLEY ADVISOR GROUP, INC.4.96KMar 31, 26+20.09%
Creative Planning4.68KMar 31, 26--0.09%
TruWealth Advisors, LLC4.34KMar 31, 26--0.08%
HighTower Advisors, LLC4.10KMar 31, 26-5750.08%
Bank of New York Mellon Corp3.86KMar 31, 26-10.07%
PNC FINANCIAL SERVICES GROUP, INC.3.74KMar 31, 26--0.07%
Quantinno Capital Management LP3.61KMar 31, 26-1930.07%
MPWM ADVISORY SOLUTIONS, LLC3.41KMar 31, 26--0.06%
JPMORGAN CHASE & CO3.37KMar 31, 26+1.26K0.06%
OneAscent Family Office, LLC3.30KMar 31, 26--0.06%
FMR LLC3.14KMar 31, 26+1.41K0.06%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC3.12KMar 31, 26+60.06%
SEI INVESTMENTS CO2.67KMar 31, 26--0.05%
Seven Springs Wealth Group, LLC2.28KMar 31, 26--0.04%
CALTON & ASSOCIATES, INC.2.27KMar 31, 26+20.04%
IFP Advisors, Inc1.95KMar 31, 26+20.04%
MAI Capital Management1.57KMar 31, 26+1.57K0.03%
Westside Investment Management, Inc.1.50KMar 31, 26--0.03%
MATHER GROUP, LLC.1.20KMar 31, 26+1.20K0.02%
CWM, LLC963Mar 31, 26--0.02%
NBC SECURITIES, INC.959Mar 31, 26+10.02%
Western Wealth Management, LLC657Mar 31, 26+6570.01%
EverSource Wealth Advisors, LLC440Mar 31, 26+10.01%
Key FInancial Inc400Mar 31, 26--0.01%
HARBOUR INVESTMENTS, INC.263Mar 31, 26+1550.00%
VANGUARD ADVISERS INC133Mar 31, 26+1330.00%
AE Wealth Management LLC48Mar 31, 26--0.00%
Inspire Investing, LLC21Mar 31, 26--0.00%
Aptus Capital Advisors, LLC11Mar 31, 26--0.00%
Tower Research Capital LLC (TRC)7Mar 31, 26--0.00%
Concurrent Investment Advisors, LLC--Mar 31, 26-2.71K--
CITADEL ADVISORS LLC--Mar 31, 26-19.32K--
Kestra Advisory Services, LLC--Mar 31, 26-903--
FLAGSHIP HARBOR ADVISORS, LLC--Mar 31, 26-12--
COMERICA BANK251.80KDec 31, 25-1.17K4.67%
GPS Wealth Strategies Group, LLC--Dec 31, 25-1.35K--
Atria Wealth Solutions, Inc.2.96KJun 30, 25--0.05%
Good Life Advisors, LLC2.93KJun 30, 25--0.05%
AVANTAX ADVISORY SERVICES, INC.2.50KJun 30, 25--0.05%
TAP Consulting, LLC81.37KDec 31, 24+1581.51%
Raymond James Financial Services Advisors, Inc.250.50KSep 30, 24-13.73K4.65%
RAYMOND JAMES & ASSOCIATES45.06KSep 30, 24-2.79K0.84%
Cetera Advisors LLC4.26KMar 31, 24-2300.08%
PATHSTONE FAMILY OFFICE, LLC7.77KSep 30, 23+7.77K0.14%
Veritable, L.P.7.75KJun 30, 23+270.14%
ACG Wealth--Sep 30, 22-451--
NEXT Financial Group, Inc--Dec 31, 21-4.40K--
LEVEL FOUR FINANCIAL, LLC64.42KSep 30, 21-1.34K1.20%
Sullivan, Bruyette, Speros & Blaney, LLC2.59KMar 31, 21--0.05%
LADENBURG THALMANN FINANCIAL SERVICES INC.221.89KDec 31, 19+1.89K4.12%
Advisor Group, Inc.92.82KDec 31, 19-19.90K1.72%
BB&T SECURITIES, LLC5.13KSep 30, 19+300.10%
NEXT Financial Holdings4.00KMar 31, 19+4.00K0.07%
Commonwealth Equity Services, Inc8.93KJun 30, 17+8.93K0.17%
MSI Financial Services Inc20.34KDec 31, 16+7.06K0.38%
SOCIETE GENERALE34.76KJun 30, 16+34.76K0.65%
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.