LDP

Institutional Ownership

Top 135 Institutional Holders
HolderSharesDateChange% Held
MORGAN STANLEY2.04MMar 31, 26+74.90K7.02%
UBS Group AG1.39MMar 31, 26+8.32K4.78%
Invesco Ltd.447.63KMar 31, 26+85.56K1.54%
Chicago Partners Investment Group LLC438.08KMar 31, 26-10.86K1.51%
RAYMOND JAMES FINANCIAL INC365.13KMar 31, 26-38.82K1.26%
Glaxis Capital Management, LLC261.80KMar 31, 26+30.00K0.90%
ROYAL BANK OF CANADA222.37KMar 31, 26-12.25K0.76%
NewEdge Wealth, LLC195.34KMar 31, 26-18.79K0.67%
GREATMARK INVESTMENT PARTNERS, INC.170.78KMar 31, 26-1.05K0.59%
LPL Financial LLC151.97KMar 31, 26+4.78K0.52%
Baird Financial Group, Inc.145.46KMar 31, 26+2.54K0.50%
ENVESTNET ASSET MANAGEMENT INC136.56KMar 31, 26-21.69K0.47%
Rareview Capital LLC132.70KMar 31, 26+22.86K0.46%
Sanctuary Advisors, LLC121.28KMar 31, 26+14.51K0.42%
Thomas J. Herzfeld Advisors, Inc.103.79KMar 31, 26-20.25K0.36%
Shaker Financial Services, LLC92.94KMar 31, 26-9650.32%
Advisors Asset Management, Inc.83.01KMar 31, 26+83.01K0.29%
Oder Investment Management, LLC74.57KMar 31, 26+6010.26%
Atria Investments, Inc72.77KMar 31, 26+20.93K0.25%
GUGGENHEIM CAPITAL LLC66.58KMar 31, 26+29.96K0.23%
OPPENHEIMER & CO INC62.73KMar 31, 26+9060.22%
WELLS FARGO & COMPANY/MN59.87KMar 31, 26-10.55K0.21%
MAI Capital Management58.27KMar 31, 26-450.20%
Beacon Pointe Advisors, LLC55.85KMar 31, 26+4.13K0.19%
Fiera Capital Corp55.84KMar 31, 26-2.03K0.19%
Capital Investment Advisors, LLC55.72KMar 31, 26-9.01K0.19%
Rockefeller Capital Management L.P.52.88KMar 31, 26-3.94K0.18%
ADVISOR GROUP HOLDINGS, INC.52.54KMar 31, 26-1.68K0.18%
Belpointe Asset Management LLC44.53KMar 31, 26+44.53K0.15%
Lido Advisors, LLC41.39KMar 31, 26--0.14%
Wealthcare Advisory Partners LLC40.17KMar 31, 26+5.26K0.14%
FIFTH THIRD BANCORP31.92KMar 31, 26+31.92K0.11%
LexAurum Advisors, LLC28.13KMar 31, 26+28.13K0.10%
KESTRA PRIVATE WEALTH SERVICES, LLC28.00KMar 31, 26+7.66K0.10%
SUSQUEHANNA INTERNATIONAL GROUP, LLP27.21KMar 31, 26+5.23K0.09%
READYSTATE ASSET MANAGEMENT LP26.68KMar 31, 26+26.68K0.09%
Cetera Investment Advisers25.69KMar 31, 26+5.78K0.09%
Pathstone Holdings, LLC23.91KMar 31, 26+12.12K0.08%
WOLVERINE ASSET MANAGEMENT LLC19.13KMar 31, 26+19.13K0.07%
Smith Asset Management Co., LLC19.02KMar 31, 26+7.23K0.07%
COMMONWEALTH EQUITY SERVICES, LLC18.68KMar 31, 26+4.87K0.06%
Janney Montgomery Scott LLC17.93KMar 31, 26-4.76K0.06%
CHOREO, LLC17.48KMar 31, 26-2.51K0.06%
Caprock Group, LLC15.03KMar 31, 26--0.05%
Logan Stone Capital, LLC14.84KMar 31, 26+14.84K0.05%
Pettinga Financial Advisors, LLC14.69KMar 31, 26+14.69K0.05%
Financial Security Advisor, Inc.13.50KMar 31, 26--0.05%
Prospera Financial Services Inc13.30KMar 31, 26--0.05%
EVERPAR ADVISORS LLC13.29KMar 31, 26--0.05%
Kestra Advisory Services, LLC12.90KMar 31, 26-5.83K0.04%
Creative Planning11.40KMar 31, 26--0.04%
STIFEL FINANCIAL CORP10.57KMar 31, 26-9000.04%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO8.74KMar 31, 26-2.46K0.03%
BARRETT & COMPANY, INC.7.46KMar 31, 26+750.03%
Vermillion Wealth Management, Inc.3.54KMar 31, 26+150.01%
Spire Wealth Management2.92KMar 31, 26--0.01%
US BANCORP \DE\2.08KMar 31, 26--0.01%
Allworth Financial LP1.57KMar 31, 26+3230.01%
PNC FINANCIAL SERVICES GROUP, INC.1.20KMar 31, 26--0.00%
Sound Income Strategies, LLC1.10KMar 31, 26+3060.00%
Dunhill Financial, LLC1.00KMar 31, 26--0.00%
Pinnacle Wealth Planning Services, Inc.939Mar 31, 26+3120.00%
Triumph Capital Management900Mar 31, 26+1000.00%
TOTH FINANCIAL ADVISORY CORP899Mar 31, 26+810.00%
Advisory Services Network, LLC610Mar 31, 26+6100.00%
HARBOUR INVESTMENTS, INC.500Mar 31, 26+5000.00%
IFP Advisors, Inc500Mar 31, 26--0.00%
WPG Advisers, LLC412Mar 31, 26+1540.00%
PRIVATE TRUST CO NA400Mar 31, 26--0.00%
HIGHLINE WEALTH PARTNERS LLC290Mar 31, 26+1500.00%
BlackRock, Inc.150Mar 31, 26+1500.00%
CWM, LLC100Mar 31, 26--0.00%
HUNTINGTON NATIONAL BANK66Mar 31, 26-330.00%
WHITTIER TRUST CO OF NEVADA INC34Mar 31, 26+340.00%
FLAGSHIP HARBOR ADVISORS, LLC--Mar 31, 26-3.00K--
Cerity Partners LLC--Mar 31, 26-69.40K--
MONTAG A & ASSOCIATES INC--Mar 31, 26-803--
JANE STREET GROUP, LLC--Mar 31, 26-15.78K--
CoreCap Advisors, LLC--Mar 31, 26-300--
Root Financial Partners, LLC--Mar 31, 26-100--
BALDWIN BROTHERS LLC/MA--Mar 31, 26-50.39K--
MORGAN STANLEY1.97MDec 31, 25+20.60K6.76%
RAYMOND JAMES FINANCIAL INC403.95KDec 31, 25-3.38K1.39%
BANK OF AMERICA CORP /DE/183.81KDec 31, 25-23.66K0.63%
Baird Financial Group, Inc.142.93KDec 31, 25-1.28K0.49%
Cerity Partners LLC69.40KDec 31, 25--0.24%
MAI Capital Management58.31KDec 31, 25+1190.20%
Rockefeller Capital Management L.P.56.82KDec 31, 25+360.20%
Lido Advisors, LLC41.39KDec 31, 25--0.14%
GUGGENHEIM CAPITAL LLC36.62KDec 31, 25+26.37K0.13%
COMERICA BANK31.91KDec 31, 25-21.99K0.11%
Smith Asset Management Co., LLC11.79KDec 31, 25+1.61K0.04%
Litman Gregory Wealth Management LLC3.00KDec 31, 25+3.00K0.01%
US BANCORP \DE\2.08KDec 31, 25+1.50K0.01%
Global Retirement Partners, LLC1.63KDec 31, 25+1.63K0.01%
NewEdge Advisors, LLC1.27KDec 31, 25--0.00%
Allworth Financial LP1.25KDec 31, 25+230.00%
Sunbelt Securities, Inc.474Dec 31, 25-3750.00%
CWM, LLC100Dec 31, 25--0.00%
Advisory Services Network, LLC--Dec 31, 25-610--
NORTHERN TRUST CORP--Dec 31, 25-11.54K--
SYNOVUS FINANCIAL CORP164.28KSep 30, 25-5.97K0.56%
WETHERBY ASSET MANAGEMENT INC10.00KSep 30, 25--0.03%
Wela Strategies, Inc.--Sep 30, 25-22.75K--
WR Wealth Planners, LLC4.00KDec 31, 24--0.01%
RAYMOND JAMES & ASSOCIATES373.30KSep 30, 24+342.10K1.28%
Carmichael Hill & Associates, Inc.55.56KSep 30, 24+1.11K0.19%
Raymond James Financial Services Advisors, Inc.16.44KSep 30, 24-1.77K0.06%
Highlander Capital Management, LLC500Mar 31, 24--0.00%
Grey Street Capital, LLC--Mar 31, 24-15.03K--
Baystate Wealth Management LLC405Dec 31, 23+4050.00%
Claybrook Capital, LLC36.81KSep 30, 23--0.13%
BerganKDV Wealth Management, LLC40.96KJun 30, 23-1060.14%
YorkBridge Wealth Partners, LLC51.21KDec 31, 22-2.85K0.18%
Covington Capital Management68.00KSep 30, 22--0.23%
American Portfolios Advisors1.32KSep 30, 22+110.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC46.23KMar 31, 22+46.23K0.16%
Winfield Associates, Inc.18.14KMar 31, 22-2.70K0.06%
Carroll Financial Associates, Inc.1.10KDec 31, 21-2.86K0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV8.30KSep 30, 21-2.00K0.03%
Winslow, Evans & Crocker, Inc.4.09KDec 31, 20+2000.01%
Partnervest Advisory Services LLC10.71KSep 30, 20--0.04%
Advisor Group, Inc.39.21KDec 31, 19+7270.13%
LADENBURG THALMANN FINANCIAL SERVICES INC.21.86KDec 31, 19+1.48K0.08%
BB&T SECURITIES, LLC7.88KSep 30, 19+7.88K0.03%
RONALD BLUE & CO LLC61.80KJun 30, 17+9.23K0.21%
WFG Advisors, LP6.29KJun 30, 17+1.90K0.02%
MSI Financial Services Inc--Dec 31, 16-156--
VSR Financial Services, Inc.50.17KJun 30, 16+2.62K0.17%
MANAGED ACCOUNT ADVISORS LLC--Jun 30, 15-14--
BAIRD ROBERT W & CO INC /WI/20.14KMar 31, 15+8150.07%
Gary Goldberg Planning Services Inc1.47KDec 31, 14--0.01%
UBS AG594.51KSep 30, 14+195.30K2.04%
KMS FINANCIAL SERVICES, INC--Jun 30, 14-11.89K--
KNIGHT CAPITAL GROUP LLC--Jun 30, 13-34.68K--