SA
Sign upLog In
PWV

Institutional Ownership

Top 247 Institutional Holders
HolderSharesDateChange% Held
Stonebridge Financial Group, LLC100.09KSep 30, 26-1.28K0.51%
EASTERN BANK1.71KSep 30, 26--0.01%
CX Institutional1.49KSep 30, 26+60.01%
Noble Wealth Management PBC275Sep 30, 26--0.00%
MORGAN STANLEY3.69MJun 30, 26+161.68K18.89%
LPL Financial LLC2.27MJun 30, 26+230.20K11.61%
BANK OF AMERICA CORP /DE/827.80KJun 30, 26+6.72K4.23%
RAYMOND JAMES FINANCIAL INC564.59KJun 30, 26+24.61K2.89%
PNC FINANCIAL SERVICES GROUP, INC.492.63KJun 30, 26-27.16K2.52%
Arkadios Wealth Advisors461.90KJun 30, 26+74.90K2.36%
UBS Group AG448.41KJun 30, 26-16.67K2.29%
IAG Wealth Partners, LLC330.06KJun 30, 26+7.14K1.69%
COMMONWEALTH EQUITY SERVICES, LLC287.18KJun 30, 26-50.21K1.47%
Atlas Private Wealth Advisors246.89KJun 30, 26+7.34K1.26%
Waverly Advisors, LLC224.44KJun 30, 26+207.93K1.15%
Fundamentum, LLC221.59KJun 30, 26+10.71K1.13%
SPWM Advisors LLC204.74KJun 30, 26+28.63K1.05%
ENVESTNET ASSET MANAGEMENT INC196.17KJun 30, 26-7.65K1.00%
ADVISOR GROUP HOLDINGS, INC.163.53KJun 30, 26+50.17K0.84%
CULLEN/FROST BANKERS, INC.161.66KJun 30, 26-1.91K0.83%
Kestra Advisory Services, LLC161.02KJun 30, 26-6.03K0.82%
WELLS FARGO & COMPANY/MN159.56KJun 30, 26-2.60K0.82%
Wharton Business Group, LLC155.63KJun 30, 26--0.80%
Regal Investment Advisors LLC142.75KJun 30, 26+5.60K0.73%
ROYAL BANK OF CANADA128.29KJun 30, 26-3.47K0.66%
Rockefeller Capital Management L.P.127.08KJun 30, 26+1.07K0.65%
Ullmann Wealth Partners Group, LLC103.49KJun 30, 26-600.53%
CAPTRUST FINANCIAL ADVISORS102.60KJun 30, 26-1.15K0.52%
Private Advisor Group, LLC93.34KJun 30, 26-1.64K0.48%
Cetera Investment Advisers86.59KJun 30, 26+1.08K0.44%
Equitable Holdings, Inc.84.55KJun 30, 26-22.53K0.43%
CARY STREET PARTNERS FINANCIAL LLC72.69KJun 30, 26+2.58K0.37%
Pathstone Holdings, LLC69.01KJun 30, 26+69.01K0.35%
CAPSTONE WEALTH MANAGEMENT GROUP, LLC63.36KJun 30, 26-4.89K0.32%
Rose Capital Advisors LLC60.31KJun 30, 26+60.31K0.31%
AGH Wealth Advisors, LLC54.41KJun 30, 26+1.94K0.28%
Horizon Family Wealth, Inc.52.65KJun 30, 26+2810.27%
Cooksen Wealth, LLC51.51KJun 30, 26--0.26%
Farther Finance Advisors, LLC49.62KJun 30, 26-3190.25%
JPMORGAN CHASE & CO48.84KJun 30, 26+2.38K0.25%
CITIGROUP INC41.83KJun 30, 26+15.68K0.21%
TWO SIGMA INVESTMENTS, LP39.10KJun 30, 26+39.10K0.20%
Firestone Capital Management37.36KJun 30, 26--0.19%
Parallel Advisors, LLC35.60KJun 30, 26--0.18%
JONES FINANCIAL COMPANIES LLLP35.52KJun 30, 26+16.91K0.18%
MERCER GLOBAL ADVISORS INC /ADV33.13KJun 30, 26+14.20K0.17%
Baird Financial Group, Inc.31.74KJun 30, 26+130.16%
Cambridge Investment Research Advisors, Inc.28.73KJun 30, 26-1.51K0.15%
MML INVESTORS SERVICES, LLC28.58KJun 30, 26+3.08K0.15%
Spire Wealth Management27.85KJun 30, 26-2.91K0.14%
Prosperity Consulting Group, LLC26.50KJun 30, 26--0.14%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO26.02KJun 30, 26+3630.13%
Ameritas Advisory Services, LLC24.13KJun 30, 26+8.89K0.12%
Evolution Advisers, Inc.23.80KJun 30, 26--0.12%
Solutions 4 Wealth, Ltd23.30KJun 30, 26+4.31K0.12%
WILLNER & HELLER, LLC22.29KJun 30, 26+1200.11%
FMR LLC21.63KJun 30, 26+2.00K0.11%
Creative Planning18.52KJun 30, 26+7.83K0.09%
Western Wealth Management, LLC18.51KJun 30, 26+1.00K0.09%
Colony Group, LLC18.08KJun 30, 26-1240.09%
Evercore Wealth Management, LLC17.78KJun 30, 26--0.09%
Consolidated Planning Corp16.86KJun 30, 26-9730.09%
HighTower Advisors, LLC15.69KJun 30, 26+700.08%
FIDUCIENT ADVISORS LLC15.46KJun 30, 26--0.08%
71 West Capital Partners15.37KJun 30, 26--0.08%
Financial Solutions Advisory Group, Inc.14.49KJun 30, 26--0.07%
MONETA GROUP INVESTMENT ADVISORS LLC14.44KJun 30, 26--0.07%
Mariner, LLC14.41KJun 30, 26+1720.07%
Paragon Private Wealth Management, LLC14.27KJun 30, 26--0.07%
AQR CAPITAL MANAGEMENT LLC14.22KJun 30, 26--0.07%
JNBA Financial Advisors13.33KJun 30, 26-1.76K0.07%
FIFTH THIRD BANCORP13.16KJun 30, 26-870.07%
Institute for Wealth Management, LLC.13.15KJun 30, 26-2160.07%
HOWARD WEALTH MANAGEMENT, LLC12.87KJun 30, 26--0.07%
CONDOR CAPITAL MANAGEMENT12.67KJun 30, 26--0.06%
Cornerstone Wealth Management, LLC11.80KJun 30, 26-6450.06%
NFP Retirement, Inc.11.29KJun 30, 26-230.06%
Lido Advisors, LLC11.20KJun 30, 26-1110.06%
STIFEL FINANCIAL CORP10.91KJun 30, 26-1340.06%
MSH Capital Advisors LLC10.39KJun 30, 26--0.05%
CITADEL ADVISORS LLC10.38KJun 30, 26+10.38K0.05%
Retirement Investment Advisors, Inc.10.37KJun 30, 26-30.05%
Armbruster Capital Management, Inc.10.12KJun 30, 26--0.05%
SimpliFi, Inc.9.85KJun 30, 26+1530.05%
BENJAMIN EDWARDS INC9.81KJun 30, 26--0.05%
OPPENHEIMER & CO INC9.54KJun 30, 26--0.05%
Janney Montgomery Scott LLC8.75KJun 30, 26-9690.04%
HARMONY ASSET MANAGEMENT LLC8.61KJun 30, 26+1920.04%
Clearstead Advisors, LLC8.17KJun 30, 26+110.04%
BlackRock, Inc.8.07KJun 30, 26+6.07K0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP7.83KJun 30, 26-13.87K0.04%
Stonebridge Wealth Management, LLC7.61KJun 30, 26+2420.04%
First Heartland Consultants, Inc.7.28KJun 30, 26+1.04K0.04%
Wescott Financial Advisory Group, LLC7.12KJun 30, 26--0.04%
Atria Investments, Inc6.83KJun 30, 26+9040.03%
RDA Financial Network6.80KJun 30, 26--0.03%
Strategic Investment Advisors / MI6.75KJun 30, 26-1650.03%
TCTC Holdings, LLC6.55KJun 30, 26--0.03%
MCF Advisors LLC6.50KJun 30, 26--0.03%
Geneos Wealth Management Inc.6.36KJun 30, 26+60.03%
Wedmont Private Capital6.22KJun 30, 26--0.03%
Rockwood Wealth Management, LLC6.05KJun 30, 26--0.03%
Concurrent Investment Advisors, LLC5.94KJun 30, 26-3840.03%
Pure Financial Advisors, LLC5.92KJun 30, 26+2.68K0.03%
Parker Financial LLC5.92KJun 30, 26--0.03%
CAPITAL PERFORMANCE ADVISORS LLP5.83KJun 30, 26--0.03%
HighPoint Advisor Group LLC5.81KJun 30, 26+200.03%
Prospera Financial Services Inc5.75KJun 30, 26-990.03%
Financial Perspectives, Inc5.46KJun 30, 26+160.03%
Hegarty Advisors, LLC5.45KJun 30, 26+5.45K0.03%
GREENLEAF TRUST5.39KJun 30, 26--0.03%
Dodds Wealth, LLC5.24KJun 30, 26--0.03%
EP Wealth Advisors, LLC5.16KJun 30, 26+1.86K0.03%
TRUIST FINANCIAL CORP5.08KJun 30, 26--0.03%
J.W. COLE ADVISORS, INC.5.08KJun 30, 26-70.03%
Sound View Wealth Advisors Group, LLC4.94KJun 30, 26--0.03%
Summit Financial, LLC4.89KJun 30, 26+10.03%
SeaCrest Wealth Management, LLC4.62KJun 30, 26+6550.02%
True Wealth Design, LLC4.58KJun 30, 26-2660.02%
Garden State Investment Advisory Services LLC4.47KJun 30, 26+170.02%
Independent Advisor Alliance4.35KJun 30, 26-25.20K0.02%
COMMERCE BANK4.12KJun 30, 26--0.02%
BEACON INVESTMENT ADVISORS LLC4.09KJun 30, 26--0.02%
Redwood Financial Network Corp4.09KJun 30, 26+4.09K0.02%
Goldstein Advisors, LLC4.04KJun 30, 26--0.02%
WESBANCO BANK INC3.98KJun 30, 26--0.02%
Cerity Partners LLC3.97KJun 30, 26+80.02%
MARSHALL WACE, LLP3.89KJun 30, 26+3.89K0.02%
GRIMES & COMPANY, INC.3.84KJun 30, 26--0.02%
MRA Advisory Group3.73KJun 30, 26+150.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC3.71KJun 30, 26+1570.02%
KESTRA PRIVATE WEALTH SERVICES, LLC3.67KJun 30, 26+160.02%
Kovack Advisors, Inc.3.66KJun 30, 26+3.66K0.02%
Mason & Associates Inc3.46KJun 30, 26--0.02%
NewEdge Advisors, LLC3.42KJun 30, 26+3.17K0.02%
Alpha Financial Advisors, LLC3.40KJun 30, 26--0.02%
NESTEGG ADVISORS, INC.3.40KJun 30, 26+190.02%
Resources Investment Advisors, LLC.3.38KJun 30, 26--0.02%
KINGSWOOD WEALTH ADVISORS, LLC3.37KJun 30, 26-1690.02%
IVC Wealth Advisors LLC3.33KJun 30, 26-9560.02%
FLORIDA FINANCIAL ADVISORS, LLC3.23KJun 30, 26-4590.02%
Wealth Group Ltd3.17KJun 30, 26-1350.02%
Cypress Capital Group3.05KJun 30, 26--0.02%
PRIVATE TRUST CO NA3.02KJun 30, 26-1710.02%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3.00KJun 30, 26--0.02%
Bay Rivers Group3.00KJun 30, 26--0.02%
TIAA Wealth Investment Management LLC2.97KJun 30, 26+2.97K0.02%
KLCM Advisors, Inc.2.86KJun 30, 26+2.86K0.01%
REGATTA CAPITAL GROUP, LLC2.79KJun 30, 26+2.79K0.01%
Key FInancial Inc2.79KJun 30, 26--0.01%
Savvy Advisors, Inc.2.76KJun 30, 26+2.76K0.01%
SILVERLAKE WEALTH MANAGEMENT LLC2.72KJun 30, 26+2.72K0.01%
Peak Financial Management, Inc.2.70KJun 30, 26+2.70K0.01%
HOWE & RUSLING INC2.69KJun 30, 26--0.01%
BANK OF MONTREAL /CAN/2.69KJun 30, 26--0.01%
US BANCORP \DE\2.66KJun 30, 26-1960.01%
SIMS INVESTMENT MANAGEMENT, LLC2.65KJun 30, 26+2.65K0.01%
THOMPSON SIEGEL & WALMSLEY LLC2.64KJun 30, 26+2.64K0.01%
Harbor Asset Planning, Inc.2.63KJun 30, 26+140.01%
SRS Capital Advisors, Inc.2.36KJun 30, 26+1.91K0.01%
UBS ASSET MANAGEMENT AMERICAS INC2.27KJun 30, 26-1.75K0.01%
Steward Partners Investment Advisory, LLC1.46KJun 30, 26--0.01%
Global Retirement Partners, LLC1.39KJun 30, 26+1.39K0.01%
Integrated Wealth Concepts LLC1.35KJun 30, 26+1.35K0.01%
BLUELINE ADVISORS LLC1.33KJun 30, 26--0.01%
EverSource Wealth Advisors, LLC1.29KJun 30, 26--0.01%
AE Wealth Management LLC1.19KJun 30, 26-900.01%
OAK HARBOR WEALTH PARTNERS, LLC1.18KJun 30, 26--0.01%
Allspring Global Investments Holdings, LLC1.15KJun 30, 26+6000.01%
YANKCOM Partnership1.08KJun 30, 26--0.01%
BLAIR WILLIAM & CO/IL850Jun 30, 26--0.00%
Owl Creek Wealth Partners LLC705Jun 30, 26+40.00%
ORG Wealth Partners, LLC680Jun 30, 26-160.00%
Capital Investment Advisory Services, LLC670Jun 30, 26--0.00%
NBC SECURITIES, INC.650Jun 30, 26--0.00%
Beacon Capital Management, Inc.574Jun 30, 26-30.00%
GLENMEDE TRUST CO NA548Jun 30, 26--0.00%
Tanglewood Legacy Advisors, LLC517Jun 30, 26--0.00%
Smartleaf Asset Management LLC516Jun 30, 26--0.00%
GILL CAPITAL PARTNERS, LLC500Jun 30, 26--0.00%
IFG Advisory, LLC390Jun 30, 26+3900.00%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC388Jun 30, 26+3880.00%
IFP Advisors, Inc364Jun 30, 26+10.00%
NBZ Investment Advisors LLC335Jun 30, 26--0.00%
FARMERS & MERCHANTS INVESTMENTS INC320Jun 30, 26--0.00%
FRANKLIN RESOURCES INC299Jun 30, 26--0.00%
Operose Advisors LLC259Jun 30, 26--0.00%
Fortitude Family Office, LLC235Jun 30, 26--0.00%
Plante Moran Financial Advisors, LLC229Jun 30, 26--0.00%
TUCKER ASSET MANAGEMENT LLC181Jun 30, 26--0.00%
Qube Research & Technologies Ltd67Jun 30, 26+510.00%
Quest 10 Wealth Builders, Inc.58Jun 30, 26--0.00%
Crews Bank & Trust49Jun 30, 26+490.00%
HARBOUR INVESTMENTS, INC.44Jun 30, 26--0.00%
SIGNATUREFD, LLC17Jun 30, 26+170.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC--Jun 30, 26-292--
MAI Capital Management--Jun 30, 26-1.34K--
Sound Income Strategies, LLC--Jun 30, 26-265--
ADVISORTRUST PARTNERS, LLC--Jun 30, 26-1.13K--
Frazier Financial Advisors, LLC--Jun 30, 26-694--
WealthShield Partners, LLC--Jun 30, 26-4.75K--
Advisory Services Network, LLC--Jun 30, 26-279--
Mill Creek Capital Advisors, LLC69.01KMar 31, 26--0.35%
CWM, LLC2.42KMar 31, 26+2700.01%
McIlrath & Eck, LLC100Mar 31, 26--0.00%
COMERICA BANK14.99KDec 31, 25-5640.08%
Alpha Cubed Investments, LLC5.17KDec 31, 25+1560.03%
Motiv8 Investments LLC919Dec 31, 25+9190.00%
Glenmede Investment Management, LP548Sep 30, 25-1.30K0.00%
Good Life Advisors, LLC85.57KJun 30, 25+8.13K0.44%
AVANTAX ADVISORY SERVICES, INC.3.84KJun 30, 25+3.84K0.02%
Atria Wealth Solutions, Inc.--Jun 30, 25-6.61K--
CRITERION CAPITAL ADVISORS, LLC3.15KDec 31, 24--0.02%
PRIVATE CAPITAL MANAGEMENT LLC695Dec 31, 24--0.00%
Raymond James Financial Services Advisors, Inc.203.48KSep 30, 24-6.63K1.04%
RAYMOND JAMES & ASSOCIATES46.40KSep 30, 24+7.26K0.24%
First Personal Financial Services802Sep 30, 24--0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.9.81KJun 30, 24--0.05%
BUCKINGHAM STRATEGIC WEALTH, LLC5.14KJun 30, 24+220.03%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC2.50KJun 30, 24--0.01%
BlackRock Inc.2.00KJun 30, 24--0.01%
Cetera Advisor Networks LLC29.25KMar 31, 24-4570.15%
Cetera Advisors LLC9.02KMar 31, 24+9.02K0.05%
CAMBRIDGE TRUST CO1.71KMar 31, 24--0.01%
EisnerAmper Wealth Management Corporate Benefits, LLC26.50KDec 31, 23-9180.14%
BEDEL FINANCIAL CONSULTING INC8.83KSep 30, 23+8.83K0.05%
V Wealth Advisors LLC--Sep 30, 23-7.41K--
TRUSTCORE FINANCIAL SERVICES, LLC155.94KDec 31, 22-5.59K0.80%
American Portfolios Advisors27.71KSep 30, 22+900.14%
ACG Wealth9.70KSep 30, 22--0.05%
Freedman Financial Associates, Inc.166.92KMar 31, 22-1.34K0.85%
Asset Planning Services, Ltd.9.94KDec 31, 21+170.05%
NEXT Financial Group, Inc1.03KDec 31, 21--0.01%
Carroll Financial Associates, Inc.462Dec 31, 21--0.00%
Ameritas Investment Company, LLC38.75KSep 30, 21+2.27K0.20%
Harborview Advisors, LLC6.26KSep 30, 21-350.03%
Sullivan, Bruyette, Speros & Blaney, LLC3.82KMar 31, 21--0.02%
ROWLAND CARMICHAEL ADVISORS INC /ADV2.39KDec 31, 20--0.01%
KAYS FINANCIAL ADVISORY CORP /ADV9.37KSep 30, 20-230.05%
First Allied Advisory Services, Inc.8.29KSep 30, 20-1.48K0.04%
Global Financial Private Capital, Inc135.32KJun 30, 20-10.45K0.69%
TRUEWEALTH LLC658Jun 30, 20--0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.190.08KDec 31, 19-1.64K0.97%
Advisor Group, Inc.102.41KDec 31, 19-3.14K0.52%
NEXT Financial Holdings275Mar 31, 19+2750.00%
WealthTrust-Arizona, LLC588.30KDec 31, 18-74.83K3.01%
Edge Advisors, LLC3.46KJun 30, 18+3.46K0.02%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Explore More

Stock Comparison

Compare equities side by side

52-Week Highs Breakout

Stocks breaking to new annual highs

52-Week Lows Oversold

S&P 500 oversold value screener

Trending Momentum

Relative strength momentum leaders

Earnings Calendar

Upcoming earnings dates & reports

S&P 500 Screener

Filter and sort all 500 stocks

Strategy Focus List

Continuous multi-factor scoring & catalyst forensics

Market Movers

Today's biggest gainers and losers

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.