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Institutional Ownership

Top 175 Institutional Holders
HolderSharesDateChange% Held
Abacus Wealth Partners, LLC1.09MJun 30, 26+74.29K8.87%
MORGAN STANLEY1.05MJun 30, 26-370.98K8.59%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC804.52KJun 30, 26-65.65K6.57%
Bank of New York Mellon Corp624.04KJun 30, 26+36.00K5.09%
ROYAL BANK OF CANADA563.77KJun 30, 26+2.66K4.60%
RAYMOND JAMES FINANCIAL INC388.22KJun 30, 26+9313.17%
BANK OF AMERICA CORP /DE/284.15KJun 30, 26-1.80K2.32%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management266.95KJun 30, 26-3432.18%
UBS Group AG266.02KJun 30, 26+1.28K2.17%
WELLS FARGO & COMPANY/MN199.47KJun 30, 26+9.27K1.63%
JONES FINANCIAL COMPANIES LLLP188.21KJun 30, 26+21.21K1.54%
COMMONWEALTH EQUITY SERVICES, LLC187.47KJun 30, 26+7.17K1.53%
ENVESTNET ASSET MANAGEMENT INC184.44KJun 30, 26+7.20K1.51%
Beacon Pointe Advisors, LLC164.66KJun 30, 26-1.17K1.34%
LPL Financial LLC151.99KJun 30, 26-1.62K1.24%
Rockefeller Capital Management L.P.108.83KJun 30, 26-740.89%
Creative Planning101.07KJun 30, 26+4260.82%
WILEY BROS.-AINTREE CAPITAL, LLC99.16KJun 30, 26+7.41K0.81%
FIDUCIARY TRUST CO81.67KJun 30, 26--0.67%
WCG Wealth Advisors LLC63.62KJun 30, 26+6.27K0.52%
JPMORGAN CHASE & CO50.81KJun 30, 26+15.66K0.41%
Cetera Investment Advisers47.20KJun 30, 26+3.32K0.39%
PNC FINANCIAL SERVICES GROUP, INC.44.09KJun 30, 26+9310.36%
CANANDAIGUA NATIONAL BANK & TRUST CO43.89KJun 30, 26+43.89K0.36%
EP Wealth Advisors, LLC42.02KJun 30, 26+42.02K0.34%
Mariner, LLC39.45KJun 30, 26-3.63K0.32%
REGATTA CAPITAL GROUP, LLC34.93KJun 30, 26+4190.29%
Invera Wealth Advisors, LLC30.58KJun 30, 26-27.57K0.25%
Cresset Asset Management, LLC29.88KJun 30, 26+3950.24%
Revolve Wealth Partners, LLC28.99KJun 30, 26-650.24%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO27.44KJun 30, 26-3.27K0.22%
Heritage Wealth Advisors26.91KJun 30, 26+26.91K0.22%
TIAA TRUST, NATIONAL ASSOCIATION26.70KJun 30, 26--0.22%
RTD Financial Advisors, Inc.21.81KJun 30, 26-490.18%
Farther Finance Advisors, LLC21.78KJun 30, 26+17.11K0.18%
NATIXIS ADVISORS, L.P.21.57KJun 30, 26+4.81K0.18%
Lido Advisors, LLC20.85KJun 30, 26+7.64K0.17%
CENTRAL TRUST Co20.52KJun 30, 26+790.17%
MML INVESTORS SERVICES, LLC20.31KJun 30, 26+1.61K0.17%
ADVISOR GROUP HOLDINGS, INC.19.90KJun 30, 26+2.04K0.16%
Fingerlakes Wealth Management, Inc.19.14KJun 30, 26+10.16%
NewEdge Advisors, LLC18.90KJun 30, 26+530.15%
Carson Advisory Inc.18.07KJun 30, 26--0.15%
AMERIPRISE FINANCIAL INC18.03KJun 30, 26+4.53K0.15%
COLDSTREAM CAPITAL MANAGEMENT INC18.01KJun 30, 26--0.15%
STIFEL FINANCIAL CORP17.46KJun 30, 26+800.14%
RVW Wealth, LLC17.11KJun 30, 26--0.14%
VICUS CAPITAL16.90KJun 30, 26-1800.14%
SageView Advisory Group, LLC16.00KJun 30, 26--0.13%
GOLDMAN SACHS GROUP INC15.87KJun 30, 26-29.22K0.13%
Parallel Advisors, LLC14.64KJun 30, 26--0.12%
Cambridge Investment Research Advisors, Inc.14.28KJun 30, 26+2.12K0.12%
EVERGREEN CAPITAL MANAGEMENT LLC13.05KJun 30, 26+3.75K0.11%
CI Private Wealth, LLC12.92KJun 30, 26--0.11%
COMMERCE BANK11.88KJun 30, 26-500.10%
PFG Investments, LLC11.63KJun 30, 26--0.09%
Fundamentum, LLC11.45KJun 30, 26--0.09%
Betterment LLC11.21KJun 30, 26-2110.09%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC10.91KJun 30, 26+5.24K0.09%
Private Advisor Group, LLC10.90KJun 30, 26-1.82K0.09%
LexAurum Advisors, LLC10.46KJun 30, 26+4550.09%
Trust Co9.78KJun 30, 26-4980.08%
Cornerstone Financial Management LLC9.72KJun 30, 26+3360.08%
Simmons Bank9.58KJun 30, 26-1.06K0.08%
SUSQUEHANNA INTERNATIONAL GROUP, LLP9.28KJun 30, 26+4.06K0.08%
Bragg Financial Advisors, Inc9.05KJun 30, 26--0.07%
ASSETMARK, INC8.89KJun 30, 26+9480.07%
CX Institutional8.57KJun 30, 26-380.07%
Colony Group, LLC8.25KJun 30, 26-530.07%
Falcon Wealth Planning7.96KJun 30, 26-8690.06%
FIRST MANHATTAN CO. LLC.7.90KJun 30, 26--0.06%
Private Wealth Management Group, LLC6.90KJun 30, 26-3.83K0.06%
Ipsen Advisor Group LLC6.85KJun 30, 26+2020.06%
Dynamic Advisor Solutions LLC6.81KJun 30, 26+1260.06%
McAdam, LLC6.29KJun 30, 26-6080.05%
Summit Financial, LLC6.28KJun 30, 26--0.05%
THRIVENT FINANCIAL FOR LUTHERANS5.88KJun 30, 26+4540.05%
STAGE HARBOR FINANCIAL, LLC5.75KJun 30, 26--0.05%
Wealthcare Advisory Partners LLC5.72KJun 30, 26-1370.05%
HighTower Advisors, LLC5.42KJun 30, 26-3080.04%
Joel Adams & Associates, Inc.5.35KJun 30, 26-740.04%
McClarren Financial Advisors, Inc.5.24KJun 30, 26+5.24K0.04%
Equitable Holdings, Inc.5.16KJun 30, 26+5.16K0.04%
VestGen Advisors, LLC5.07KJun 30, 26--0.04%
NATURAL INVESTMENTS, LLC4.95KJun 30, 26+4.95K0.04%
BLUELINE ADVISORS LLC4.91KJun 30, 26-250.04%
Institute for Wealth Management, LLC.4.85KJun 30, 26+4.85K0.04%
Legacy Edge Advisors, LLC4.79KJun 30, 26+4.79K0.04%
RMG Wealth Management LLC4.33KJun 30, 26+4.33K0.04%
HARBOUR INVESTMENTS, INC.3.50KJun 30, 26+1170.03%
MARSHALL INVESTMENT MANAGEMENT, LLC2.79KJun 30, 26+1930.02%
Steward Partners Investment Advisory, LLC2.77KJun 30, 26+3390.02%
Addison Advisors LLC2.71KJun 30, 26-16.91K0.02%
UBS ASSET MANAGEMENT AMERICAS INC2.22KJun 30, 26--0.02%
WHITTIER TRUST CO2.14KJun 30, 26-1680.02%
UMB Bank, n.a.2.02KJun 30, 26-1660.02%
Greykasell Wealth Strategies, Inc.1.83KJun 30, 26--0.01%
ABOUND FINANCIAL, LLC1.71KJun 30, 26-3.71K0.01%
AdvisorNet Financial, Inc1.58KJun 30, 26+9480.01%
Tower Research Capital LLC (TRC)1.56KJun 30, 26-11.74K0.01%
FMR LLC1.42KJun 30, 26+1290.01%
MERCER GLOBAL ADVISORS INC /ADV1.36KJun 30, 26+1.36K0.01%
Ameritas Investment Partners, Inc.1.23KJun 30, 26+500.01%
FIFTH THIRD BANCORP957Jun 30, 26-2940.01%
Concord Wealth Partners809Jun 30, 26+8090.01%
Three Bearings Fiduciary Advisors, Inc.797Jun 30, 26--0.01%
MANNING & NAPIER ADVISORS LLC759Jun 30, 26-210.01%
TIAA Wealth Investment Management LLC673Jun 30, 26--0.01%
IFG Advisory, LLC664Jun 30, 26+6640.01%
Millstone Evans Group, LLC519Jun 30, 26--0.00%
Urban Financial Advisory Corp514Jun 30, 26--0.00%
Cape Investment Advisory, Inc.499Jun 30, 26+4990.00%
Aptus Capital Advisors, LLC465Jun 30, 26-400.00%
Integrated Wealth Concepts LLC458Jun 30, 26+4580.00%
Crewe Advisors LLC410Jun 30, 26--0.00%
IAG Wealth Partners, LLC375Jun 30, 26-1300.00%
Bruce G. Allen Investments, LLC370Jun 30, 26--0.00%
Harbor Asset Planning, Inc.323Jun 30, 26--0.00%
MCF Advisors LLC318Jun 30, 26--0.00%
DT Investment Partners, LLC302Jun 30, 26+50.00%
Rossby Financial, LCC275Jun 30, 26+1820.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC123Jun 30, 26--0.00%
Orion Capital Management LLC88Jun 30, 26+880.00%
Allworth Financial LP84Jun 30, 26-1650.00%
IFP Advisors, Inc72Jun 30, 26-3970.00%
NBC SECURITIES, INC.68Jun 30, 26--0.00%
EverSource Wealth Advisors, LLC68Jun 30, 26--0.00%
DHJJ Financial Advisors, Ltd.35Jun 30, 26--0.00%
Global Retirement Partners, LLC27Jun 30, 26+270.00%
VANGUARD ADVISERS INC19Jun 30, 26--0.00%
Hilton Head Capital Partners, LLC9Jun 30, 26--0.00%
CITIGROUP INC--Jun 30, 26-380--
WealthShield Partners, LLC--Jun 30, 26-23.48K--
Investor's Fiduciary Advisor Network, LLC--Jun 30, 26-7.05K--
O'SHAUGHNESSY ASSET MANAGEMENT, LLC--Jun 30, 26-14--
Western Wealth Management, LLC--Jun 30, 26-2.11K--
MAI Capital Management--Jun 30, 26-536--
Sound Income Strategies, LLC--Jun 30, 26-50--
Cornerstone Planning Group LLC--Jun 30, 26-107--
FLOW TRADERS U.S. LLC--Jun 30, 26-8.97K--
Neumann Capital Management, LLC--Jun 30, 26-16.18K--
CITADEL ADVISORS LLC--Jun 30, 26-12.94K--
Annis Gardner Whiting Capital Advisors, LLC--Jun 30, 26-224--
CANANDAIGUA NATIONAL CORP47.24KMar 31, 26+47.24K0.39%
Opes Wealth Management LLC38.34KMar 31, 26+1000.31%
rebel Financial LLC29.77KMar 31, 26+1.37K0.24%
Parkside Financial Bank & Trust19.18KMar 31, 26--0.16%
CWM, LLC9.14KMar 31, 26-1780.07%
SIGNET FINANCIAL MANAGEMENT, LLC6.28KMar 31, 26--0.05%
COMERICA BANK1.36KDec 31, 25-4060.01%
GPS Wealth Strategies Group, LLC--Dec 31, 25-61--
RAYMOND JAMES & ASSOCIATES420.13KSep 30, 24+13.28K3.43%
Raymond James Financial Services Advisors, Inc.67.15KSep 30, 24+1.95K0.55%
Relative Value Partners Group, LLC6.77KJun 30, 24+6.77K0.06%
ICA Group Wealth Management, LLC--Jun 30, 24-530--
Cetera Advisors LLC38.83KMar 31, 24+38.83K0.32%
Cetera Advisor Networks LLC7.22KMar 31, 24+3490.06%
Retirement Group, LLC709Mar 31, 24--0.01%
Baystate Wealth Management LLC8.52KDec 31, 23-16.23K0.07%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.12.67KSep 30, 23-570.10%
TIAA, FSB2.47MJun 30, 23-165.16K20.17%
BerganKDV Wealth Management, LLC43.22KJun 30, 23+16.85K0.35%
HARVEST GROUP WEALTH MANAGEMENT, LLC18.28KMar 31, 23+3.66K0.15%
American Portfolios Advisors10.14KSep 30, 22-3.06K0.08%
55I, LLC8.35KSep 30, 22+8.35K0.07%
WIPFLI FINANCIAL ADVISORS LLC,1.11KSep 30, 22+1.11K0.01%
Covington Capital Management905Sep 30, 22--0.01%
Private Capital Group, LLC--Jun 30, 22-1.40K--
FundX Investment Group, LLC--Dec 31, 21-29.81K--
Harborview Advisors, LLC21.54KSep 30, 21+1.76K0.18%
Paracle Advisors, LLC18.76KMar 31, 21--0.15%
LADENBURG THALMANN FINANCIAL SERVICES INC.12.12KDec 31, 19-8000.10%
ADVANTAGE INVESTMENT MANAGEMENT, LLC523Sep 30, 19--0.00%
Vestpro Financial Partners, Inc. dba CPF Texas905Sep 30, 18+9050.01%
Virtu KCG Holdings LLC24.64KJun 30, 17-14.84K0.20%

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