PDO

Institutional Ownership

Top 163 Institutional Holders
HolderSharesDateChange% Held
MORGAN STANLEY5.09MMar 31, 26-307.75K3.57%
UBS Group AG3.57MMar 31, 26+43.63K2.50%
WELLS FARGO & COMPANY/MN2.37MMar 31, 26-26.98K1.67%
ROYAL BANK OF CANADA2.35MMar 31, 26+152.71K1.65%
Cerity Partners LLC1.75MMar 31, 26+1.75M1.23%
COHEN & STEERS, INC.1.27MMar 31, 26+37.25K0.89%
Invesco Ltd.983.37KMar 31, 26+54.12K0.69%
GUGGENHEIM CAPITAL LLC865.39KMar 31, 26+60.66K0.61%
BANK OF AMERICA CORP /DE/840.79KMar 31, 26+40.81K0.59%
RAYMOND JAMES FINANCIAL INC657.56KMar 31, 26-48.45K0.46%
COMMONWEALTH EQUITY SERVICES, LLC656.53KMar 31, 26+6.09K0.46%
HighTower Advisors, LLC566.99KMar 31, 26-19.06K0.40%
LEAVELL INVESTMENT MANAGEMENT, INC.392.83KMar 31, 26+7.28K0.28%
LPL Financial LLC365.73KMar 31, 26+59.23K0.26%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC327.03KMar 31, 26+54.29K0.23%
Cornerstone Advisory, LLC306.04KMar 31, 26-16.45K0.21%
Private Advisor Group, LLC286.23KMar 31, 26+1.79K0.20%
Element Wealth, LLC224.50KMar 31, 26+810.16%
ADVISOR GROUP HOLDINGS, INC.220.77KMar 31, 26-3.16K0.15%
Capital Investment Advisors, LLC196.99KMar 31, 26-7.16K0.14%
Cetera Investment Advisers195.58KMar 31, 26+26.14K0.14%
Cambridge Investment Research Advisors, Inc.187.82KMar 31, 26+46.83K0.13%
Venture Visionary Partners LLC187.53KMar 31, 26+60.00K0.13%
NewEdge Advisors, LLC175.87KMar 31, 26-7.61K0.12%
JANE STREET GROUP, LLC175.43KMar 31, 26+74.09K0.12%
Anchor Capital Management Group Inc134.50KMar 31, 26--0.09%
WILEY BROS.-AINTREE CAPITAL, LLC132.77KMar 31, 26-56.81K0.09%
Shaker Financial Services, LLC128.53KMar 31, 26+128.53K0.09%
INDEPENDENT FINANCIAL GROUP, LLC124.16KMar 31, 26-1.41K0.09%
Belpointe Asset Management LLC107.37KMar 31, 26-10.37K0.08%
WEDBUSH SECURITIES INC99.33KMar 31, 26+4800.07%
Concurrent Investment Advisors, LLC97.78KMar 31, 26+5.05K0.07%
RIVERNORTH CAPITAL MANAGEMENT, LLC95.65KMar 31, 26+95.65K0.07%
Navis Wealth Advisors, LLC90.52KMar 31, 26+90.52K0.06%
Palogic Value Management, L.P.90.18KMar 31, 26--0.06%
Triumph Capital Management89.63KMar 31, 26+8.44K0.06%
Americana Partners, LLC79.32KMar 31, 26--0.06%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO69.00KMar 31, 26+22.34K0.05%
Thomas J. Herzfeld Advisors, Inc.66.75KMar 31, 26-278.68K0.05%
Samalin Investment Counsel, LLC65.56KMar 31, 26-7.67K0.05%
Goldstone Financial Group, LLC64.61KMar 31, 26-2.13K0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLP63.53KMar 31, 26+63.53K0.04%
SIT INVESTMENT ASSOCIATES INC60.51KMar 31, 26+60.51K0.04%
XTX Topco Ltd60.27KMar 31, 26+60.27K0.04%
Bramshill Investments, LLC52.12KMar 31, 26-3320.04%
RFG Advisory, LLC52.07KMar 31, 26-1.20K0.04%
HBK Sorce Advisory LLC50.00KMar 31, 26+29.00K0.04%
AlphaCore Capital LLC49.83KMar 31, 26+1.21K0.03%
ENVESTNET ASSET MANAGEMENT INC47.15KMar 31, 26-273.66K0.03%
MCDONALD PARTNERS LLC46.00KMar 31, 26--0.03%
FIRST TRUST ADVISORS LP45.22KMar 31, 26-7.80K0.03%
Logan Stone Capital, LLC44.06KMar 31, 26+44.06K0.03%
STIFEL FINANCIAL CORP43.81KMar 31, 26-5480.03%
Kestra Advisory Services, LLC43.16KMar 31, 26-1.66K0.03%
Maridea Wealth Management LLC37.43KMar 31, 26+2.04K0.03%
Rockefeller Capital Management L.P.35.74KMar 31, 26+1.72K0.03%
CreativeOne Wealth, LLC35.63KMar 31, 26+1310.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC33.59KMar 31, 26+22.26K0.02%
Stratos Wealth Partners, LTD.31.55KMar 31, 26+3210.02%
CENTRAL TRUST Co31.50KMar 31, 26+31.50K0.02%
PFG Investments, LLC30.14KMar 31, 26-2270.02%
DAVENPORT & Co LLC28.35KMar 31, 26-3.00K0.02%
Shay Capital LLC27.72KMar 31, 26+27.72K0.02%
Gridiron Partners, LLC26.43KMar 31, 26-3.54K0.02%
Crumly & Associates Inc.25.00KMar 31, 26+10.00K0.02%
WEST MICHIGAN ADVISORS, LLC25.00KMar 31, 26+25.00K0.02%
FIRST FOUNDATION ADVISORS24.93KMar 31, 26--0.02%
FIFTH THIRD BANCORP23.80KMar 31, 26+23.80K0.02%
CWM, LLC23.24KMar 31, 26+10.06K0.02%
D.A. DAVIDSON & CO.22.77KMar 31, 26+1.14K0.02%
Creative Planning22.52KMar 31, 26+1.63K0.02%
Brookwood Investment Group LLC22.37KMar 31, 26-2.17K0.02%
StoneX Group Inc.21.16KMar 31, 26+5.85K0.01%
Buska Wealth Management, LLC21.15KMar 31, 26-6910.01%
Private Wealth Asset Management, LLC20.48KMar 31, 26+5520.01%
VestGen Advisors, LLC19.79KMar 31, 26+5540.01%
Williams Jones Wealth Management, LLC.19.27KMar 31, 26-3.53K0.01%
MML INVESTORS SERVICES, LLC18.25KMar 31, 26+2.31K0.01%
Pensionmark Financial Group, LLC18.06KMar 31, 26+6530.01%
SCOTIA CAPITAL INC.17.01KMar 31, 26-650.01%
COURIER CAPITAL LLC16.27KMar 31, 26--0.01%
NWF Advisory Services Inc.16.11KMar 31, 26+1070.01%
IHT Wealth Management, LLC15.98KMar 31, 26+15.98K0.01%
Tennessee Valley Asset Management Partners15.78KMar 31, 26--0.01%
AE Wealth Management LLC15.50KMar 31, 26+4720.01%
Carnegie Capital Asset Management, LLC15.00KMar 31, 26--0.01%
Sovran Advisors, LLC13.79KMar 31, 26+13.79K0.01%
Perigon Wealth Management, LLC13.68KMar 31, 26-2.55K0.01%
Onyx Bridge Wealth Group LLC13.17KMar 31, 26--0.01%
MERCER GLOBAL ADVISORS INC /ADV12.55KMar 31, 26-8.19K0.01%
LOWE BROCKENBROUGH & CO INC12.05KMar 31, 26-8.95K0.01%
KINGSWOOD WEALTH ADVISORS, LLC11.43KMar 31, 26-7000.01%
Gateway Wealth Partners, LLC11.22KMar 31, 26+11.22K0.01%
Sanctuary Advisors, LLC11.00KMar 31, 26+11.00K0.01%
BlackRock, Inc.10.72KMar 31, 26-410.01%
Beacon Financial Advisory LLC10.64KMar 31, 26+460.01%
Equitable Holdings, Inc.10.63KMar 31, 26+10.63K0.01%
BURNEY CO/10.60KMar 31, 26--0.01%
TCG Advisory Services, LLC10.21KMar 31, 26+10.21K0.01%
Ethos Financial Group, LLC10.00KMar 31, 26--0.01%
Noble Wealth Management PBC9.93KMar 31, 26+1.65K0.01%
NATIONAL BANK OF CANADA /FI/8.03KMar 31, 26--0.01%
TD Waterhouse Canada Inc.7.80KMar 31, 26--0.01%
Anfield Capital Management, LLC7.15KMar 31, 26--0.01%
EverSource Wealth Advisors, LLC7.00KMar 31, 26--0.00%
IFP Advisors, Inc5.50KMar 31, 26+4000.00%
Activest Wealth Management4.95KMar 31, 26--0.00%
HUNTINGTON NATIONAL BANK3.78KMar 31, 26--0.00%
Steward Partners Investment Advisory, LLC3.75KMar 31, 26+2.35K0.00%
Spire Wealth Management3.73KMar 31, 26--0.00%
Bank of New Hampshire3.73KMar 31, 26--0.00%
Osbon Capital Management LLC3.60KMar 31, 26+3.60K0.00%
Advisory Services Network, LLC3.38KMar 31, 26+3.38K0.00%
Sunbelt Securities, Inc.3.00KMar 31, 26-31.58K0.00%
CoreCap Advisors, LLC2.80KMar 31, 26-4.17K0.00%
Financial Management Professionals, Inc.1.98KMar 31, 26+540.00%
Larson Financial Group LLC1.93KMar 31, 26--0.00%
FNY Investment Advisers, LLC1.60KMar 31, 26--0.00%
HARBOUR INVESTMENTS, INC.1.53KMar 31, 26-4.60K0.00%
Geneos Wealth Management Inc.1.44KMar 31, 26--0.00%
Aspect Partners, LLC1.27KMar 31, 26+360.00%
Allworth Financial LP1.03KMar 31, 26--0.00%
SOA Wealth Advisors, LLC.870Mar 31, 26--0.00%
Beaird Harris Wealth Management, LLC547Mar 31, 26+5470.00%
SRS Capital Advisors, Inc.500Mar 31, 26--0.00%
TOTH FINANCIAL ADVISORY CORP400Mar 31, 26--0.00%
CALDWELL SUTTER CAPITAL, INC.330Mar 31, 26+3300.00%
Sound Income Strategies, LLC300Mar 31, 26+3000.00%
HIGHLINE WEALTH PARTNERS LLC200Mar 31, 26--0.00%
WOLFF WIESE MAGANA LLC80Mar 31, 26--0.00%
Boreal Capital Management LLC1Mar 31, 26+10.00%
PNC FINANCIAL SERVICES GROUP, INC.--Mar 31, 26-500--
TECTONIC ADVISORS LLC--Mar 31, 26-22.56K--
Jaffetilchin Investment Partners, LLC--Mar 31, 26-21.21K--
ASSETMARK, INC--Mar 31, 26-1.90K--
Russell Investments Group, Ltd.--Mar 31, 26-1--
VALLEY NATIONAL ADVISERS INC--Mar 31, 26-75--
TWO SIGMA SECURITIES, LLC--Mar 31, 26-17.28K--
SOL Capital Management CO--Mar 31, 26-1.70M--
B. Riley Wealth Advisors, Inc.--Mar 31, 26-10.02K--
CHOREO, LLC--Mar 31, 26-32.84K--
PARK NATIONAL CORP /OH/--Mar 31, 26-10.97K--
Camelot Portfolios, LLC--Mar 31, 26-8.00K--
J.W. COLE ADVISORS, INC.--Mar 31, 26-356.20K--
Clearstead Advisors, LLC--Mar 31, 26-11.77K--
FLAGSHIP HARBOR ADVISORS, LLC--Mar 31, 26-725--
COMERICA BANK72.11KDec 31, 25+58.31K0.05%
CIBC Private Wealth Group, LLC2.30KDec 31, 25--0.00%
OPTIMUM INVESTMENT ADVISORS16.00KSep 30, 25--0.01%
AllSquare Wealth Management LLC1.20KSep 30, 25--0.00%
Atria Wealth Solutions, Inc.37.70KJun 30, 25-1.88K0.03%
Lindbrook Capital, LLC15.29KMar 31, 25+7.29K0.01%
HBC Financial Services, PLLC7.50KDec 31, 24--0.01%
Raymond James Financial Services Advisors, Inc.222.33KSep 30, 24+8.46K0.16%
RAYMOND JAMES & ASSOCIATES26.60KSep 30, 24-1.36K0.02%
Biechele Royce Advisors15.40KSep 30, 24--0.01%
Cetera Advisor Networks LLC25.07KMar 31, 24+3.76K0.02%
HighTower Trust Company, N.A.13.03KMar 31, 23--0.01%
CFO4Life, L.P.32.79KDec 31, 22+32.79K0.02%
DOWLING & YAHNKE LLC17.30KSep 30, 22+17.30K0.01%
American Portfolios Advisors6.33KSep 30, 22-6400.00%
FourThought Financial, LLC193Sep 30, 22+1930.00%
ACG Wealth--Sep 30, 22-1.05K--
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.