TEI(TEI)
TEI
Institutional Ownership
Top 149 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 2.75M | Mar 31, 26 | -107.97K | 5.83% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 2.20M | Mar 31, 26 | -878.72K | 4.66% |
| Pathstone Holdings, LLC | 1.37M | Mar 31, 26 | +359.19K | 2.89% |
| Invesco Ltd. | 801.14K | Mar 31, 26 | -56.15K | 1.70% |
| LPL Financial LLC | 573.55K | Mar 31, 26 | +15.94K | 1.21% |
| Rareview Capital LLC | 551.59K | Mar 31, 26 | +48.51K | 1.17% |
| HighTower Advisors, LLC | 510.28K | Mar 31, 26 | +1.85K | 1.08% |
| ADVISOR GROUP HOLDINGS, INC. | 383.49K | Mar 31, 26 | +137.56K | 0.81% |
| Pekin Hardy Strauss, Inc. | 380.70K | Mar 31, 26 | -32.11K | 0.81% |
| Advisors Asset Management, Inc. | 336.26K | Mar 31, 26 | -97.75K | 0.71% |
| FLAGSHIP HARBOR ADVISORS, LLC | 261.32K | Mar 31, 26 | +919 | 0.55% |
| Uncommon Cents Investing LLC | 249.66K | Mar 31, 26 | +44.40K | 0.53% |
| Mutual Advisors, LLC | 244.45K | Mar 31, 26 | -20.11K | 0.52% |
| Cetera Investment Advisers | 244.29K | Mar 31, 26 | +7.94K | 0.52% |
| RAYMOND JAMES FINANCIAL INC | 228.31K | Mar 31, 26 | +5.16K | 0.48% |
| Janney Montgomery Scott LLC | 228.07K | Mar 31, 26 | +187.13K | 0.48% |
| BANK OF AMERICA CORP /DE/ | 210.56K | Mar 31, 26 | -44.27K | 0.45% |
| Mills Wealth Advisors LLC | 203.81K | Mar 31, 26 | -11.13K | 0.43% |
| GUGGENHEIM CAPITAL LLC | 203.25K | Mar 31, 26 | -9.91K | 0.43% |
| OPPENHEIMER & CO INC | 186.69K | Mar 31, 26 | +5.25K | 0.40% |
| US BANCORP \DE\ | 176.49K | Mar 31, 26 | -- | 0.37% |
| Kaizen Financial Strategies | 174.51K | Mar 31, 26 | +3.13K | 0.37% |
| Shaker Financial Services, LLC | 150.87K | Mar 31, 26 | -28.80K | 0.32% |
| WELLS FARGO & COMPANY/MN | 146.51K | Mar 31, 26 | +10.33K | 0.31% |
| INVICTUS PRIVATE WEALTH, LLC | 113.38K | Mar 31, 26 | +2.44K | 0.24% |
| Bramshill Investments, LLC | 110.00K | Mar 31, 26 | -812 | 0.23% |
| Atomi Financial Group, Inc. | 109.13K | Mar 31, 26 | +6.53K | 0.23% |
| Private Advisor Group, LLC | 105.74K | Mar 31, 26 | -38.91K | 0.22% |
| Savvy Advisors, Inc. | 97.36K | Mar 31, 26 | -2.79K | 0.21% |
| Mason & Associates Inc | 83.99K | Mar 31, 26 | +83.99K | 0.18% |
| SAX WEALTH ADVISORS, LLC | 67.55K | Mar 31, 26 | -- | 0.14% |
| Kercheville Advisors, LLC | 63.59K | Mar 31, 26 | +415 | 0.13% |
| WOLVERINE ASSET MANAGEMENT LLC | 54.64K | Mar 31, 26 | +54.64K | 0.12% |
| UBS Group AG | 50.41K | Mar 31, 26 | +25.77K | 0.11% |
| Harbour Capital Advisors, LLC | 48.76K | Mar 31, 26 | -- | 0.10% |
| B. Riley Wealth Advisors, Inc. | 45.29K | Mar 31, 26 | +966 | 0.10% |
| Resources Investment Advisors, LLC. | 38.33K | Mar 31, 26 | -648 | 0.08% |
| NewEdge Advisors, LLC | 38.10K | Mar 31, 26 | -44.60K | 0.08% |
| SeaCrest Wealth Management, LLC | 36.19K | Mar 31, 26 | -1.40K | 0.08% |
| TRUIST FINANCIAL CORP | 35.55K | Mar 31, 26 | +31 | 0.08% |
| STIFEL FINANCIAL CORP | 33.57K | Mar 31, 26 | +389 | 0.07% |
| Capital Investment Advisors, LLC | 30.72K | Mar 31, 26 | -- | 0.07% |
| UHLMANN PRICE SECURITIES, LLC | 29.15K | Mar 31, 26 | +631 | 0.06% |
| Capital Analysts, LLC | 27.20K | Mar 31, 26 | -1.63K | 0.06% |
| NWAM LLC | 26.00K | Mar 31, 26 | +7.73K | 0.06% |
| Gridiron Partners, LLC | 25.52K | Mar 31, 26 | -11.05K | 0.05% |
| NOMURA HOLDINGS INC | 25.00K | Mar 31, 26 | +25.00K | 0.05% |
| Cambridge Investment Research Advisors, Inc. | 23.15K | Mar 31, 26 | -74 | 0.05% |
| Rathbones Group PLC | 23.00K | Mar 31, 26 | -- | 0.05% |
| XTX Topco Ltd | 21.79K | Mar 31, 26 | +21.79K | 0.05% |
| JANE STREET GROUP, LLC | 21.77K | Mar 31, 26 | -38.95K | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 21.36K | Mar 31, 26 | +50 | 0.05% |
| Integrated Wealth Concepts LLC | 18.17K | Mar 31, 26 | -3.43K | 0.04% |
| Breakwater Capital Group | 17.00K | Mar 31, 26 | -- | 0.04% |
| Farther Finance Advisors, LLC | 16.15K | Mar 31, 26 | -- | 0.03% |
| Pacific Wealth Strategies Group, Inc. | 16.00K | Mar 31, 26 | +16.00K | 0.03% |
| Csenge Advisory Group | 15.35K | Mar 31, 26 | +3.85K | 0.03% |
| Apollon Wealth Management, LLC | 14.18K | Mar 31, 26 | -- | 0.03% |
| New Harbor Financial Group, LLC | 14.03K | Mar 31, 26 | -- | 0.03% |
| Atlantic Union Bankshares Corp | 14.00K | Mar 31, 26 | -- | 0.03% |
| Waterfront Wealth Inc. | 13.84K | Mar 31, 26 | -2.13K | 0.03% |
| Everstar Asset Management, LLC | 12.50K | Mar 31, 26 | -- | 0.03% |
| Intellectus Partners, LLC | 12.11K | Mar 31, 26 | +12.11K | 0.03% |
| CHOREO, LLC | 11.02K | Mar 31, 26 | -4.87K | 0.02% |
| Merit Financial Group, LLC | 10.55K | Mar 31, 26 | -1.65K | 0.02% |
| ROYAL BANK OF CANADA | 10.26K | Mar 31, 26 | -2.62K | 0.02% |
| Noble Wealth Management PBC | 7.25K | Mar 31, 26 | +4.25K | 0.02% |
| CoreCap Advisors, LLC | 5.89K | Mar 31, 26 | -4.50K | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5.86K | Mar 31, 26 | -993 | 0.01% |
| FIFTH THIRD BANCORP | 5.39K | Mar 31, 26 | +5.39K | 0.01% |
| Advisory Services Network, LLC | 3.53K | Mar 31, 26 | +3.53K | 0.01% |
| Pinnacle Wealth Planning Services, Inc. | 2.78K | Mar 31, 26 | -1.61K | 0.01% |
| Clearstead Advisors, LLC | 2.09K | Mar 31, 26 | -- | 0.00% |
| Rockefeller Capital Management L.P. | 1.48K | Mar 31, 26 | -35.65K | 0.00% |
| CWM, LLC | 1.47K | Mar 31, 26 | -- | 0.00% |
| TD Capital Management LLC | 1.41K | Mar 31, 26 | +30 | 0.00% |
| WPG Advisers, LLC | 1.19K | Mar 31, 26 | -371 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 950 | Mar 31, 26 | -- | 0.00% |
| Measured Wealth Private Client Group, LLC | 750 | Mar 31, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 670 | Mar 31, 26 | +670 | 0.00% |
| BlackRock, Inc. | 493 | Mar 31, 26 | +493 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 430 | Mar 31, 26 | -70 | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 332 | Mar 31, 26 | +332 | 0.00% |
| Root Financial Partners, LLC | 218 | Mar 31, 26 | +218 | 0.00% |
| Byrne Asset Management LLC | 200 | Mar 31, 26 | -- | 0.00% |
| Physician Wealth Advisors, Inc. | 200 | Mar 31, 26 | -- | 0.00% |
| Allworth Financial LP | 184 | Mar 31, 26 | +4 | 0.00% |
| ASSETMARK, INC | 141 | Mar 31, 26 | -- | 0.00% |
| CX Institutional | 110 | Mar 31, 26 | -199 | 0.00% |
| Hara Capital LLC | 100 | Mar 31, 26 | -- | 0.00% |
| DEUTSCHE BANK AG\ | 79 | Mar 31, 26 | +79 | 0.00% |
| Triumph Capital Management | 22 | Mar 31, 26 | -- | 0.00% |
| J.W. COLE ADVISORS, INC. | -- | Mar 31, 26 | -12.12K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Mar 31, 26 | -18.05K | -- |
| Mariner, LLC | -- | Mar 31, 26 | -10.15K | -- |
| ACCREDITED INVESTOR SERVICES, LLC | -- | Mar 31, 26 | -10.65K | -- |
| Ignite Planners, LLC | -- | Mar 31, 26 | -11.07K | -- |
| BARCLAYS PLC | -- | Mar 31, 26 | -1 | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | -- | Mar 31, 26 | -10.00K | -- |
| Ronald Blue Trust, Inc. | -- | Mar 31, 26 | -200 | -- |
| Round Rock Advisors, LLC | -- | Mar 31, 26 | -15.68K | -- |
| SMH CAPITAL ADVISORS INC | -- | Mar 31, 26 | -20.91K | -- |
| Global Retirement Partners, LLC | 9.94K | Dec 31, 25 | +9.94K | 0.02% |
| COMERICA BANK | 5.48K | Dec 31, 25 | -333 | 0.01% |
| OPTIMUM INVESTMENT ADVISORS | 6.00K | Sep 30, 25 | -- | 0.01% |
| RAYMOND JAMES & ASSOCIATES | 50.92K | Sep 30, 24 | -33.24K | 0.11% |
| Raymond James Financial Services Advisors, Inc. | 29.81K | Sep 30, 24 | +50 | 0.06% |
| Cetera Advisors LLC | 75.29K | Mar 31, 24 | +41.79K | 0.16% |
| Highlander Capital Management, LLC | 512 | Mar 31, 24 | -- | 0.00% |
| WEALTHSOURCE PARTNERS, LLC | 15.24K | Dec 31, 23 | +422 | 0.03% |
| Baystate Wealth Management LLC | 1.02K | Dec 31, 23 | +1.02K | 0.00% |
| BDO Wealth Advisors, LLC | -- | Jun 30, 23 | -1.03K | -- |
| CTC Capital Management, LLC | 12.00K | Mar 31, 23 | -- | 0.03% |
| Ahrens Investment Partners LLC | 800 | Mar 31, 23 | +800 | 0.00% |
| BOENNING & SCATTERGOOD, INC. | 12.72K | Dec 31, 22 | -97.48K | 0.03% |
| Foresight Wealth Management, LLC | -- | Dec 31, 22 | -30.75K | -- |
| American Portfolios Advisors | 700 | Sep 30, 22 | -- | 0.00% |
| B. Riley Wealth Management, Inc. | 19.13K | Jun 30, 22 | +19.13K | 0.04% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1.79M | Mar 31, 22 | +44.23K | 3.80% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 178.42K | Sep 30, 21 | -300 | 0.38% |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 18.50K | Dec 31, 20 | -84.37K | 0.04% |
| Reby Advisors, LLC | 805 | Dec 31, 20 | +805 | 0.00% |
| Advisor Group, Inc. | 186.14K | Dec 31, 19 | +44.32K | 0.39% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 103.15K | Dec 31, 19 | -4.27K | 0.22% |
| BB&T SECURITIES, LLC | 145.58K | Sep 30, 19 | +36.72K | 0.31% |
| HL FINANCIAL SERVICES LLC | 40.44K | Mar 31, 19 | +588 | 0.09% |
| Global X Management CO LLC | 32.65K | Jun 30, 18 | +1.57K | 0.07% |
| BB&T INVESTMENT SERVICES, INC. | 288 | Dec 31, 17 | -- | 0.00% |
| Commonwealth Equity Services, Inc | 226.16K | Jun 30, 17 | -14.04K | 0.48% |
| TFS CAPITAL LLC | 20.79K | Jun 30, 17 | -28.14K | 0.04% |
| FIRST FINANCIAL EQUITY CORPORATION | 32.91K | Mar 31, 17 | +32.91K | 0.07% |
| INTEGRATED WEALTH COUNSEL, LLC | 497.87K | Dec 31, 16 | -15.67K | 1.05% |
| MSI Financial Services Inc | 12.55K | Dec 31, 16 | -2 | 0.03% |
| ANCORA FAMILY WEALTH ADVISORS, LLC | 61.64K | Sep 30, 16 | +3.01K | 0.13% |
| NEWGATE CAPITAL MANAGEMENT LLC | 293.43K | Jun 30, 16 | +5.43K | 0.62% |
| Pinnacle Summer Investments, Inc. | 424 | Dec 31, 15 | +424 | 0.00% |
| BAIRD ROBERT W & CO INC /WI/ | 56.91K | Mar 31, 15 | +56.91K | 0.12% |
| TradeLink Global Equity LLC | 8.30K | Dec 31, 14 | +8.30K | 0.02% |
| NEW ENGLAND SECURITIES CORP /MA/ | 3.61K | Dec 31, 14 | +582 | 0.01% |
| UBS AG | 137.32K | Sep 30, 14 | +21.69K | 0.29% |
| COMMUNITY BANK SYSTEM, INC. | 250 | Sep 30, 14 | -- | 0.00% |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -30.41K | -- |
| Jane Street Holding, LLC | 21.68K | Dec 31, 13 | -4.83K | 0.05% |
| STIFEL NICOLAUS & CO INC \MO\ | 21.95K | Sep 30, 13 | +475 | 0.05% |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -61.93K | -- |
| First Allied Securities, Inc. | 52.01K | Jun 30, 12 | +4.15K | 0.11% |
| NOLLENBERGER CAPITAL PARTNERS INC | 2.00K | Dec 31, 10 | -- | 0.00% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 79.91K | Jun 30, 10 | +2.54K | 0.17% |
| RBC Capital Markets, LLC | 1.60K | Mar 31, 01 | +1.60K | 0.00% |