VOTE

Institutional Ownership

Top 134 Institutional Holders
HolderSharesDateChange% Held
PNC FINANCIAL SERVICES GROUP, INC.1.20MJun 30, 26+18.99K9.78%
Angeles Investment Advisors, LLC889.41KJun 30, 26+124.76K7.25%
Fund Evaluation Group, LLC512.57KJun 30, 26+80.31K4.18%
JPMORGAN CHASE & CO282.40KJun 30, 26-67.07K2.30%
Ethic Inc.194.11KJun 30, 26-152.22K1.58%
ASPIRIANT, LLC167.62KJun 30, 26+35.59K1.37%
MORGAN STANLEY141.39KJun 30, 26+8.68K1.15%
Pathstone Holdings, LLC110.65KJun 30, 26-5000.90%
Values Added Financial LLC85.75KJun 30, 26+1.95K0.70%
Cambridge Investment Research Advisors, Inc.64.73KJun 30, 26-4.32K0.53%
Gateway Wealth Partners, LLC51.21KJun 30, 26-48.96K0.42%
AI Financial Services LLC42.46KJun 30, 26-1.39K0.35%
Bank of New York Mellon Corp40.13KJun 30, 26-1.19K0.33%
Plum Street Advisors, LLC33.64KJun 30, 26-5200.27%
Ballentine Partners, LLC29.82KJun 30, 26--0.24%
LPL Financial LLC27.61KJun 30, 26-2.40K0.23%
BRIGHTON JONES LLC21.82KJun 30, 26+380.18%
Fairman Group, LLC21.12KJun 30, 26+460.17%
Kestra Advisory Services, LLC18.86KJun 30, 26+8390.15%
SEEDS INVESTOR LLC18.75KJun 30, 26+1910.15%
MISSION WEALTH MANAGEMENT, LP16.64KJun 30, 26-2100.14%
Jordan Park Group LLC16.52KJun 30, 26+16.52K0.13%
Phoenix Wealth Advisors16.02KJun 30, 26-2970.13%
Tolleson Wealth Management, Inc.15.83KJun 30, 26-52.00K0.13%
Etesian Wealth Advisors, Inc.13.49KJun 30, 26-2440.11%
Rockefeller Capital Management L.P.11.14KJun 30, 26--0.09%
Sage Advisory Services, Ltd.Co.10.36KJun 30, 26-2690.08%
Breakwater Investment Management10.21KJun 30, 26-1.18K0.08%
Creative Planning10.13KJun 30, 26-1630.08%
Diversified Trust Co9.58KJun 30, 26--0.08%
STIFEL FINANCIAL CORP9.29KJun 30, 26+1320.08%
Valeo Financial Advisors, LLC8.45KJun 30, 26--0.07%
FIDUCIARY TRUST CO8.42KJun 30, 26--0.07%
Ashton Thomas Private Wealth, LLC8.31KJun 30, 26-1460.07%
MJP ASSOCIATES INC /ADV7.93KJun 30, 26-2160.06%
Advisor OS, LLC7.93KJun 30, 26-2160.06%
FMR LLC6.72KJun 30, 26+5.87K0.05%
RAINIER FAMILY WEALTH INC5.42KJun 30, 26--0.04%
COMMONWEALTH EQUITY SERVICES, LLC5.05KJun 30, 26+120.04%
Buckingham Strategic Partners5.04KJun 30, 26+680.04%
Caprock Group, LLC4.65KJun 30, 26+120.04%
RIDGECREST WEALTH PARTNERS, LLC4.11KJun 30, 26-8180.03%
Sage Mountain Advisors LLC3.69KJun 30, 26--0.03%
Portland Global Advisors LLC3.62KJun 30, 26-4020.03%
Krilogy Financial LLC3.35KJun 30, 26+90.03%
Schneider Downs Wealth Management Advisors, LP3.17KJun 30, 26--0.03%
UBS Group AG2.99KJun 30, 26+640.02%
Rossby Financial, LCC2.94KJun 30, 26+3140.02%
SRS Capital Advisors, Inc.2.59KJun 30, 26+2.59K0.02%
EP Wealth Advisors, LLC2.51KJun 30, 26+2.51K0.02%
Millstone Evans Group, LLC1.94KJun 30, 26--0.02%
WOLFF WIESE MAGANA LLC1.55KJun 30, 26--0.01%
AdvisorNet Financial, Inc1.45KJun 30, 26+310.01%
Integrated Wealth Concepts LLC1.45KJun 30, 26+1.45K0.01%
Farther Finance Advisors, LLC1.18KJun 30, 26--0.01%
Capital Analysts, LLC1.01KJun 30, 26+20.01%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC923Jun 30, 26--0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO855Jun 30, 26+300.01%
NATIONAL BANK OF CANADA /FI/500Jun 30, 26--0.00%
Russell Investments Group, Ltd.425Jun 30, 26-130.00%
MERCER GLOBAL ADVISORS INC /ADV360Jun 30, 26+3600.00%
Atlantic Union Bankshares Corp315Jun 30, 26--0.00%
VANGUARD ADVISERS INC248Jun 30, 26+100.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC232Jun 30, 26--0.00%
MATHER GROUP, LLC.200Jun 30, 26--0.00%
MASECO LLP181Jun 30, 26--0.00%
ASSETMARK, INC151Jun 30, 26+190.00%
GoalVest Advisory LLC135Jun 30, 26--0.00%
Bogart Wealth, LLC84Jun 30, 26--0.00%
US BANCORP \DE\50Jun 30, 26--0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC44Jun 30, 26+50.00%
Brooklyn FI, LLC43Jun 30, 26+430.00%
CoreCap Advisors, LLC34Jun 30, 26+340.00%
Allworth Financial LP10Jun 30, 26--0.00%
Asset Dedication, LLC6Jun 30, 26--0.00%
Dunhill Financial, LLC5Jun 30, 26--0.00%
Financial Life Planners4Jun 30, 26--0.00%
Golden State Wealth Management, LLC1Jun 30, 26--0.00%
Legacy Wealth Managment, LLC/ID--Jun 30, 26-1.14K--
Tower Research Capital LLC (TRC)--Jun 30, 26-1.62K--
Root Financial Partners, LLC--Jun 30, 26-116--
GK Wealth Management LLC--Jun 30, 26-3.20K--
Betterment LLC1.62MMar 31, 26+42.85K13.18%
THRIVENT FINANCIAL FOR LUTHERANS789.47KMar 31, 26+14.01K6.44%
GOLDMAN SACHS GROUP INC377.76KMar 31, 26-4813.08%
Dorsey & Whitney Trust CO LLC186.98KMar 31, 26-2.43K1.53%
BANK OF AMERICA CORP /DE/185.78KMar 31, 26+9.21K1.52%
Brinker Capital Investments, LLC173.56KMar 31, 26+10.62K1.42%
Beacon Pointe Advisors, LLC160.81KMar 31, 26+160.81K1.31%
MORGAN STANLEY132.71KMar 31, 26+8.05K1.08%
Mutual Advisors, LLC124.90KMar 31, 26-2431.02%
Tolleson Wealth Management, Inc.67.83KMar 31, 26+5250.55%
Financial Insights, Inc.50.61KMar 31, 26-2.60K0.41%
SUSQUEHANNA INTERNATIONAL GROUP, LLP38.34KMar 31, 26+38.34K0.31%
Plum Street Advisors, LLC34.16KMar 31, 26+2190.28%
MONETA GROUP INVESTMENT ADVISORS LLC32.49KMar 31, 26+3590.27%
Modern Wealth Management, LLC31.11KMar 31, 26+2.75K0.25%
Hirtle Callaghan & Co LLC16.91KMar 31, 26--0.14%
ADVISOR GROUP HOLDINGS, INC.15.54KMar 31, 26-790.13%
Rockefeller Capital Management L.P.11.14KMar 31, 26+6.60K0.09%
Creative Planning10.29KMar 31, 26-6.53K0.08%
STIFEL FINANCIAL CORP9.15KMar 31, 26+3910.07%
FIDUCIARY TRUST CO8.42KMar 31, 26--0.07%
Premier Financial Group8.07KMar 31, 26+180.07%
WELLS FARGO & COMPANY/MN7.60KMar 31, 26+7.60K0.06%
CITADEL ADVISORS LLC7.31KMar 31, 26+7.31K0.06%
Per Stirling Capital Management, LLC.6.01KMar 31, 26+410.05%
JANE STREET GROUP, LLC4.23KMar 31, 26+4.23K0.03%
Portland Global Advisors LLC4.02KMar 31, 26-2000.03%
AQR CAPITAL MANAGEMENT LLC3.89KMar 31, 26--0.03%
ROYAL BANK OF CANADA3.73KMar 31, 26+3.03K0.03%
OLD MISSION CAPITAL LLC3.44KMar 31, 26+3.44K0.03%
RAYMOND JAMES FINANCIAL INC3.06KMar 31, 26+3.06K0.02%
UBS Group AG2.92KMar 31, 26-1.25K0.02%
MAI Capital Management2.02KMar 31, 26+300.02%
Legacy Wealth Managment, LLC/ID1.14KMar 31, 26+600.01%
FMR LLC850Mar 31, 26+2530.01%
VANGUARD ADVISERS INC238Mar 31, 26+2380.00%
CWM, LLC126Mar 31, 26+260.00%
Financial Connections Group, Inc.71Mar 31, 26+10.00%
US BANCORP \DE\50Mar 31, 26--0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC39Mar 31, 26+390.00%
GTS SECURITIES LLC--Mar 31, 26-8.83K--
RESOURCES MANAGEMENT CORP /CT/ /ADV--Mar 31, 26-112--
Litman Gregory Wealth Management LLC176.25KDec 31, 25-5.14K1.44%
Stark Wealth Management LLC3.48KDec 31, 25--0.03%
CIBC Private Wealth Group, LLC1.00KDec 31, 25--0.01%
Atria Wealth Solutions, Inc.--Jun 30, 25-12.03K--
Orion Portfolio Solutions, LLC75.41KMar 31, 25+3.21K0.62%
Sandy Spring Bank311Mar 31, 25+10.00%
PATHSTONE FAMILY OFFICE, LLC103.21KSep 30, 23+103.21K0.84%
Veritable, L.P.97.36KJun 30, 23-7.54K0.79%
BerganKDV Wealth Management, LLC--Jun 30, 23-126--
American Portfolios Advisors1.72KSep 30, 22+1.72K0.01%
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.