PDP

Institutional Ownership

Top 294 Institutional Holders
HolderSharesDateChange% Held
MORGAN STANLEY890.85KJun 30, 26+204.97K8.11%
RAYMOND JAMES FINANCIAL INC664.01KJun 30, 26+127.25K6.05%
WELLS FARGO & COMPANY/MN397.25KJun 30, 26-13.81K3.62%
COMMONWEALTH EQUITY SERVICES, LLC369.93KJun 30, 26-16.56K3.37%
BANK OF AMERICA CORP /DE/341.05KJun 30, 26+15.68K3.11%
ROYAL BANK OF CANADA299.50KJun 30, 26-6.81K2.73%
LPL Financial LLC283.33KJun 30, 26-1.07K2.58%
STIFEL FINANCIAL CORP247.28KJun 30, 26+2.72K2.25%
Summit Financial, LLC206.79KJun 30, 26-3.86K1.88%
Janney Montgomery Scott LLC181.71KJun 30, 26+1.91K1.66%
UBS Group AG179.53KJun 30, 26-34.88K1.64%
Rockefeller Capital Management L.P.155.36KJun 30, 26-8271.42%
Savant Capital, LLC130.47KJun 30, 26-2.44K1.19%
NewSquare Capital LLC129.10KJun 30, 26+20.99K1.18%
Prospera Financial Services Inc125.24KJun 30, 26-14.58K1.14%
AMERIPRISE FINANCIAL INC118.67KJun 30, 26+12.74K1.08%
Strid Group, LLC105.86KJun 30, 26-1.27K0.96%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC77.43KJun 30, 26+1.65K0.71%
ADVISOR GROUP HOLDINGS, INC.72.33KJun 30, 26+10.37K0.66%
ENVESTNET ASSET MANAGEMENT INC65.96KJun 30, 26-1.79K0.60%
NewEdge Advisors, LLC63.52KJun 30, 26-1.04K0.58%
WILEY BROS.-AINTREE CAPITAL, LLC59.06KJun 30, 26+15.31K0.54%
MML INVESTORS SERVICES, LLC53.53KJun 30, 26+4.71K0.49%
Tradition Wealth Management, LLC51.63KJun 30, 26+1.41K0.47%
Cambridge Investment Research Advisors, Inc.49.49KJun 30, 26-3.78K0.45%
Institute for Wealth Management, LLC.42.77KJun 30, 26-20.39%
JPMORGAN CHASE & CO40.93KJun 30, 26-5.63K0.37%
AFFINITY WEALTH MANAGEMENT LLC38.97KJun 30, 26+36.91K0.35%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC33.95KJun 30, 26--0.31%
Cetera Investment Advisers30.92KJun 30, 26+1.46K0.28%
MTM Investment Management, LLC28.69KJun 30, 26-2920.26%
NBC SECURITIES, INC.28.54KJun 30, 26-500.26%
Farther Finance Advisors, LLC27.25KJun 30, 26+1560.25%
JBR Co Financial Management Inc26.97KJun 30, 26-2.18K0.25%
B. Riley Wealth Advisors, Inc.24.71KJun 30, 26-310.23%
BLAIR WILLIAM & CO/IL23.48KJun 30, 26+700.21%
EP Wealth Advisors, LLC22.47KJun 30, 26+2080.20%
MERCER GLOBAL ADVISORS INC /ADV21.75KJun 30, 26+2.53K0.20%
D.A. DAVIDSON & CO.21.29KJun 30, 26+7950.19%
TWO SIGMA INVESTMENTS, LP20.73KJun 30, 26+20.73K0.19%
Capital Investment Advisory Services, LLC20.14KJun 30, 26--0.18%
Equitable Holdings, Inc.20.10KJun 30, 26+8480.18%
Waverly Advisors, LLC18.19KJun 30, 26--0.17%
Global Retirement Partners, LLC17.76KJun 30, 26+17.76K0.16%
Beacon Pointe Advisors, LLC17.03KJun 30, 26+17.03K0.16%
Sovereign Financial Group, Inc.16.77KJun 30, 26--0.15%
Snowden Capital Advisors LLC16.72KJun 30, 26+1.02K0.15%
TRUIST FINANCIAL CORP15.27KJun 30, 26-2.94K0.14%
PFG Investments, LLC15.14KJun 30, 26+1.03K0.14%
Arkadios Wealth Advisors13.64KJun 30, 26-1.36K0.12%
Colony Group, LLC13.60KJun 30, 26-1.04K0.12%
CALTON & ASSOCIATES, INC.13.08KJun 30, 26-6.75K0.12%
Steward Partners Investment Advisory, LLC12.67KJun 30, 26-8130.12%
BENJAMIN EDWARDS INC12.10KJun 30, 26+4540.11%
Sowell Financial Services LLC11.86KJun 30, 26-30.11%
Heirloom Wealth Management10.99KJun 30, 26-3.89K0.10%
KELLY FINANCIAL GROUP LLC10.83KJun 30, 26-860.10%
Kestra Advisory Services, LLC10.74KJun 30, 26-1690.10%
Bridgewater Advisors Inc.10.71KJun 30, 26--0.10%
Geneos Wealth Management Inc.10.60KJun 30, 26+5.17K0.10%
PMG Wealth Management, Inc.10.14KJun 30, 26+4320.09%
AE Wealth Management LLC9.91KJun 30, 26+8.70K0.09%
BNP PARIBAS ARBITRAGE, SNC9.70KJun 30, 26-30.30K0.09%
FIFTH THIRD BANCORP9.25KJun 30, 26--0.08%
HB Wealth Management, LLC9.19KJun 30, 26+3170.08%
Nilsine Partners, LLC8.27KJun 30, 26+8.27K0.08%
Creative Planning8.26KJun 30, 26+210.08%
LJI Wealth Management, LLC8.23KJun 30, 26-10.97K0.07%
SCOTIA CAPITAL INC.8.09KJun 30, 26-60.07%
Second Half Financial Partners, LLC8.04KJun 30, 26+5840.07%
Lloyd Advisory Services, LLC.8.03KJun 30, 26+8.03K0.07%
Bellars Harris Wealth Management, LLC7.83KJun 30, 26+7.83K0.07%
Baird Financial Group, Inc.7.61KJun 30, 26-5760.07%
Focus Financial Network, Inc.7.54KJun 30, 26+2010.07%
FMR LLC7.22KJun 30, 26-4500.07%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.7.17KJun 30, 26-9600.07%
SUSQUEHANNA INTERNATIONAL GROUP, LLP7.16KJun 30, 26-2.01K0.07%
STEPHENS INC /AR/6.83KJun 30, 26-1.34K0.06%
Quantinno Capital Management LP6.76KJun 30, 26+7120.06%
Pathstone Holdings, LLC6.57KJun 30, 26+6.57K0.06%
Baker Avenue Asset Management, LP6.47KJun 30, 26+1.22K0.06%
Sanctuary Advisors, LLC6.25KJun 30, 26-4550.06%
Mullooly Asset Management, Inc.6.15KJun 30, 26-410.06%
Merit Financial Group, LLC6.07KJun 30, 26-1960.06%
EWA, LLC5.71KJun 30, 26+5.71K0.05%
Wagner Wealth Management, Corp5.58KJun 30, 26-3100.05%
Stratos Wealth Partners, LTD.5.49KJun 30, 26+100.05%
CREATIVE FINANCIAL DESIGNS INC /ADV5.49KJun 30, 26+5.13K0.05%
HighTower Advisors, LLC5.41KJun 30, 26-1300.05%
MorganRosel Wealth Management, LLC5.29KJun 30, 26-7490.05%
Spire Wealth Management5.28KJun 30, 26+1.88K0.05%
Millennium Capital Advisors, LLC5.26KJun 30, 26+10.05%
Prosperity Financial Group, Inc.5.16KJun 30, 26-10.05%
WealthBridge Capital Management, LLC4.93KJun 30, 26-2000.04%
Kiker Wealth Management, LLC4.75KJun 30, 26-730.04%
AQR CAPITAL MANAGEMENT LLC4.54KJun 30, 26-850.04%
Principle Wealth Partners LLC4.39KJun 30, 26--0.04%
PRIVATE TRUST CO NA4.37KJun 30, 26-510.04%
CIBC WORLD MARKET INC.4.32KJun 30, 26--0.04%
Cyndeo Wealth Partners, LLC4.30KJun 30, 26--0.04%
Vise Technologies, Inc.4.20KJun 30, 26+1.06K0.04%
JONES FINANCIAL COMPANIES LLLP4.17KJun 30, 26+6110.04%
FIRST TRUST ADVISORS LP4.11KJun 30, 26-1640.04%
Redwood Family Wealth LLC4.09KJun 30, 26-1950.04%
Bryn Mawr Capital Management, LLC4.05KJun 30, 26--0.04%
Navigation Group, LLC4.05KJun 30, 26--0.04%
HighPoint Advisor Group LLC3.89KJun 30, 26--0.04%
NWF Advisory Services Inc.3.88KJun 30, 26--0.04%
AlphaCore Capital LLC3.83KJun 30, 26--0.03%
Pine Valley Investments Ltd Liability Co3.70KJun 30, 26--0.03%
SAPIENT CAPITAL LLC3.45KJun 30, 26--0.03%
Coastal Investment Advisors, Inc.3.42KJun 30, 26-1.00K0.03%
GOLDMAN SACHS GROUP INC3.33KJun 30, 26-4.26K0.03%
Private Advisor Group, LLC3.28KJun 30, 26+1540.03%
Global Assets Advisory, LLC3.20KJun 30, 26--0.03%
PNC FINANCIAL SERVICES GROUP, INC.3.20KJun 30, 26--0.03%
Eagle Bay Advisors LLC3.18KJun 30, 26--0.03%
GOLDEN ROAD ADVISORS LLC3.17KJun 30, 26--0.03%
CITIGROUP INC3.15KJun 30, 26+6520.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3.12KJun 30, 26-100.03%
Trinity Wealth Management, LLC3.07KJun 30, 26--0.03%
Morling Financial Advisors, LLC2.93KJun 30, 26--0.03%
IFP Advisors, Inc2.92KJun 30, 26-1.71K0.03%
Private Advisory Group LLC2.87KJun 30, 26-13.09K0.03%
Kingsview Wealth Management, LLC2.85KJun 30, 26--0.03%
Modern Wealth Management, LLC2.83KJun 30, 26--0.03%
Brookstone Capital Management2.82KJun 30, 26--0.03%
Castle Rock Wealth Management, LLC2.81KJun 30, 26-3170.03%
NWAM LLC2.81KJun 30, 26--0.03%
ASSETMARK, INC2.77KJun 30, 26+1.06K0.03%
CI Private Wealth, LLC2.67KJun 30, 26--0.02%
Onyx Bridge Wealth Group LLC2.66KJun 30, 26-1090.02%
Apollon Financial, LLC2.59KJun 30, 26-400.02%
First City Capital Management, Inc.2.58KJun 30, 26--0.02%
STRATEGY ASSET MANAGERS LLC2.57KJun 30, 26-170.02%
PACIFIC SUN FINANCIAL CORP2.56KJun 30, 26--0.02%
Selective Wealth Management, Inc.2.50KJun 30, 26-2980.02%
NATIONAL BANK OF CANADA /FI/2.48KJun 30, 26--0.02%
StoneX Group Inc.2.47KJun 30, 26+2.47K0.02%
Cerity Partners LLC2.43KJun 30, 26+2.43K0.02%
WELCH & FORBES LLC2.42KJun 30, 26--0.02%
CITADEL ADVISORS LLC2.39KJun 30, 26-1.31K0.02%
XTX Topco Ltd2.35KJun 30, 26+2.35K0.02%
Keystone Financial Group2.32KJun 30, 26--0.02%
CreativeOne Wealth, LLC2.27KJun 30, 26-20.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2.19KJun 30, 26-4060.02%
Koshinski Asset Management, Inc.2.19KJun 30, 26--0.02%
Concurrent Investment Advisors, LLC2.19KJun 30, 26+2900.02%
Heritage Trust Co2.10KJun 30, 26--0.02%
Delta Investment Management, LLC2.07KJun 30, 26--0.02%
Post Resch Tallon Group Inc.2.04KJun 30, 26-750.02%
CWC Advisors, LLC.2.01KJun 30, 26--0.02%
VISTA CAPITAL PARTNERS, INC.2.00KJun 30, 26--0.02%
Mirador Capital Partners LP2.00KJun 30, 26--0.02%
Gaddis Premier Wealth Advisors LLC1.96KJun 30, 26--0.02%
Trueblood Wealth Management, LLC1.91KJun 30, 26--0.02%
BankPlus Trust Department1.83KJun 30, 26--0.02%
Visionary Wealth Advisors1.80KJun 30, 26--0.02%
Sequoia Financial Advisors, LLC1.76KJun 30, 26+1.76K0.02%
Rehmann Capital Advisory Group1.75KJun 30, 26--0.02%
Bank of New York Mellon Corp1.70KJun 30, 26-10.02%
WestHill Financial Advisors, Inc.1.69KJun 30, 26--0.02%
Apollon Wealth Management, LLC1.64KJun 30, 26-3530.01%
Clark Capital Management Group, Inc.1.60KJun 30, 26+1.60K0.01%
AMG National Trust Bank1.60KJun 30, 26+1.60K0.01%
Advisors Capital Management, LLC1.56KJun 30, 26+1.56K0.01%
SMITH, MOORE & CO.1.55KJun 30, 26+1.55K0.01%
Oak Asset Management, LLC1.45KJun 30, 26+1.45K0.01%
Cascade Financial Partners, LLC1.45KJun 30, 26+1.45K0.01%
Advisory Services Network, LLC1.43KJun 30, 26--0.01%
Dale Q Rice Investment Management Ltd1.42KJun 30, 26+1.42K0.01%
Panoramic Capital Partners, LLC1.40KJun 30, 26+1.40K0.01%
Founders Financial Alliance, LLC1.38KJun 30, 26--0.01%
Lansing Street Advisors1.35KJun 30, 26+1.35K0.01%
Aurora Private Wealth, Inc.1.34KJun 30, 26+1.34K0.01%
Mariner, LLC1.33KJun 30, 26+1.33K0.01%
HARBOUR INVESTMENTS, INC.1.28KJun 30, 26--0.01%
BANK OF MONTREAL /CAN/1.25KJun 30, 26+1.00K0.01%
Integrated Wealth Concepts LLC1.20KJun 30, 26+1.20K0.01%
Wagner Wealth Management, LLC1.19KJun 30, 26--0.01%
MCF Advisors LLC1.14KJun 30, 26--0.01%
BESSEMER GROUP INC1.12KJun 30, 26--0.01%
AMERIFLEX GROUP, INC.1.02KJun 30, 26+1.00K0.01%
Allworth Financial LP1.02KJun 30, 26--0.01%
PlanVest Financial, Inc988Jun 30, 26+10.01%
HHM Wealth Advisors, LLC773Jun 30, 26-1400.01%
PURSUIT WEALTH STRATEGIES, LLC752Jun 30, 26+7520.01%
BRYN MAWR TRUST Co700Jun 30, 26-1000.01%
HAZLETT, BURT & WATSON, INC.585Jun 30, 26--0.01%
Costello Asset Management, INC572Jun 30, 26--0.01%
Salomon & Ludwin, LLC505Jun 30, 26-230.00%
Parallel Advisors, LLC409Jun 30, 26--0.00%
Capital Investment Counsel, Inc392Jun 30, 26--0.00%
Operose Advisors LLC377Jun 30, 26--0.00%
Networth Advisors, LLC336Jun 30, 26+3360.00%
Kingdom Financial Group LLC.314Jun 30, 26+3140.00%
Hilton Head Capital Partners, LLC306Jun 30, 26--0.00%
UBS ASSET MANAGEMENT AMERICAS INC298Jun 30, 26-7120.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC266Jun 30, 26--0.00%
SRS Capital Advisors, Inc.220Jun 30, 26+2200.00%
Montgomery Financial Services LLC217Jun 30, 26+2170.00%
Godfrey Financial Associates, Inc.211Jun 30, 26--0.00%
SILVER OAK SECURITIES, INCORPORATED207Jun 30, 26--0.00%
Russell Investments Group, Ltd.206Jun 30, 26+2060.00%
LRI Investments, LLC200Jun 30, 26--0.00%
Frazier Financial Advisors, LLC174Jun 30, 26--0.00%
Quest 10 Wealth Builders, Inc.132Jun 30, 26+1320.00%
Ritter Daniher Financial Advisory LLC / DE130Jun 30, 26--0.00%
Bogart Wealth, LLC114Jun 30, 26--0.00%
Smartleaf Asset Management LLC101Jun 30, 26--0.00%
BROADWATER CAPITAL MANAGEMENT LLC95Jun 30, 26--0.00%
SHP Wealth Management67Jun 30, 26--0.00%
VANGUARD ADVISERS INC64Jun 30, 26--0.00%
Trust Co63Jun 30, 26+630.00%
Larson Financial Group LLC57Jun 30, 26--0.00%
Golden State Wealth Management, LLC45Jun 30, 26--0.00%
Cedar Mountain Advisors, LLC28Jun 30, 26--0.00%
ATLAS CAPITAL ADVISORS LLC22Jun 30, 26-90.00%
Register Financial Advisors LLC12Jun 30, 26--0.00%
Central Pacific Bank - Trust Division9Jun 30, 26--0.00%
ZRC WEALTH MANAGEMENT, LLC6Jun 30, 26--0.00%
Qube Research & Technologies Ltd4Jun 30, 26+40.00%
BlackRock, Inc.1Jun 30, 26--0.00%
Strategic Wealth Partners, Ltd.--Jun 30, 26-7--
Legacy Wealth Managment, LLC/ID--Jun 30, 26-8--
NORTHERN TRUST CORP--Jun 30, 26-1.80K--
Root Financial Partners, LLC--Jun 30, 26-332--
MGO ONE SEVEN LLC--Jun 30, 26-2.21K--
BARRETT & COMPANY, INC.--Jun 30, 26-300--
JANE STREET GROUP, LLC--Jun 30, 26-2.42K--
Tower Research Capital LLC (TRC)--Jun 30, 26-1.39K--
Western Wealth Management, LLC--Jun 30, 26-742--
TWO SIGMA SECURITIES, LLC--Jun 30, 26-1.96K--
MAI Capital Management--Jun 30, 26-300--
ADVISORTRUST PARTNERS, LLC--Jun 30, 26-846--
WealthShield Partners, LLC--Jun 30, 26-700--
Mill Creek Capital Advisors, LLC6.57KMar 31, 26--0.06%
CWM, LLC5.01KMar 31, 26-9020.05%
JOURNEY STRATEGIC WEALTH LLC3.35KMar 31, 26--0.03%
Claris Financial LLC2.30KMar 31, 26-2070.02%
Anchor Investment Management, LLC855Mar 31, 26--0.01%
Red Tortoise LLC245Mar 31, 26--0.00%
MGB Wealth Management, LLC18.97KDec 31, 25-290.17%
COMERICA BANK8.41KDec 31, 25--0.08%
CIBC Private Wealth Group, LLC410Dec 31, 25--0.00%
SPC Financial, Inc.3.83KSep 30, 25--0.03%
Shilanski & Associates, Inc.2.22KSep 30, 25--0.02%
WFA Asset Management Corp100Sep 30, 25--0.00%
Financial Advocates Investment Management--Sep 30, 25-3.00K--
Atria Wealth Solutions, Inc.--Jun 30, 25-5.13K--
CAROLINAS WEALTH CONSULTING LLC8.28KMar 31, 25+2290.08%
Transform Wealth, LLC--Mar 31, 25-2.35K--
WMS Partners, LLC7.13KDec 31, 24--0.06%
Tallon Kerry Patrick2.00KDec 31, 24+2.00K0.02%
RAYMOND JAMES & ASSOCIATES595.14KSep 30, 24+7.93K5.42%
Gateway Advisory, LLC212.41KSep 30, 24-7801.93%
Raymond James Financial Services Advisors, Inc.114.37KSep 30, 24-6.65K1.04%
RAYMOND JAMES TRUST N.A.16.44KSep 30, 24-8300.15%
Argent Financial Group, Inc.2.10KSep 30, 24+2.10K0.02%
Aspire Wealth Management Corp85Sep 30, 24--0.00%
VitalStone Financial, LLC5Sep 30, 24--0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.10.73KJun 30, 24+6190.10%
BUCKINGHAM STRATEGIC WEALTH, LLC8.68KJun 30, 24--0.08%
Custom Portfolio Group LLC2.37KJun 30, 24--0.02%
Cetera Advisors LLC16.29KMar 31, 24+4.64K0.15%
Cetera Advisor Networks LLC11.43KMar 31, 24--0.10%
CAMBRIDGE TRUST CO120Mar 31, 24--0.00%
Rainsberger Wealth Advisors, Inc.14.47KDec 31, 23-1.35K0.13%
FOCUS FINANCIAL NETWORK INC /ADV8.44KDec 31, 23+8.44K0.08%
DB Wealth Management Group, LLC2.10KDec 31, 23--0.02%
Milestone Advisory Partners30.82KSep 30, 23+1.26K0.28%
COLONY GROUP LLC4.74KSep 30, 23--0.04%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.3.75KSep 30, 23+1000.03%
Surevest, LLC2.89KSep 30, 22+30.03%
American Portfolios Advisors361Sep 30, 22+3610.00%
55I, LLC--Sep 30, 22-3.03K--
B. Riley Wealth Management, Inc.8.27KJun 30, 22-230.08%
Swaine & Leidel Wealth Services, LLC453Mar 31, 22+4530.00%
Lenox Wealth Advisors, LLC400Mar 31, 22--0.00%
KINGS POINT CAPITAL MANAGEMENT141Mar 31, 22--0.00%
Carroll Financial Associates, Inc.2.60KDec 31, 21-14.70K0.02%
NEXT Financial Group, Inc--Dec 31, 21-866--
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)17.79KJun 30, 21+5410.16%
First Allied Advisory Services, Inc.10.98KSep 30, 20-1850.10%
Wealthspire Advisors, L.P.3.11KSep 30, 20+3.11K0.03%
LifePlan Financial Group, Inc--Sep 30, 20-1.61K--
Squar Milner Financial Services LLC405Mar 31, 20--0.00%
Advisor Group, Inc.232.60KDec 31, 19+39.79K2.12%
LADENBURG THALMANN FINANCIAL SERVICES INC.59.09KDec 31, 19-7.00K0.54%
BB&T SECURITIES, LLC257.65KSep 30, 19-9.08K2.35%
ADVANTAGE INVESTMENT MANAGEMENT, LLC400Sep 30, 19--0.00%
Live Your Vision, LLC20.01KMar 31, 19-1040.18%
HL FINANCIAL SERVICES LLC11.64KMar 31, 19-580.11%
NEXT Financial Holdings1.80KMar 31, 19+1.80K0.02%
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.