Market Analysis

Real-time market data and insights.

Institutional Ownership

Q3 2025
Last Updated: 2026-05-10
0.00%
Inst. Ownership
989
Total Institutions
+472
Increased Positions
-463
Decreased Positions
BlackRock Inc. Position
2,618,303
Shares
0.00%
Ownership

Average PPS: $0.00 Prev Qtr: 0.00%
Vanguard Group Inc. Position
0
Shares
0.00%
Ownership

Average PPS: $0.00 Prev Qtr: 0.00%
Top Institutional Holders
Institution Shares Value Change
BANK OF AMERICA CORP /DE/ 24,148,976 $763,590,628 0.00%
MORGAN STANLEY 15,392,268 $486,703,560 0.00%
WELLS FARGO & COMPANY/MN 9,302,982 $294,160,247 0.00%
LPL Financial LLC 8,107,989 $256,374,594 0.00%
Bramshill Investments, LLC 6,238,662 $197,266,492 0.00%
UBS Group AG 5,718,399 $180,815,776 0.00%
ROYAL BANK OF CANADA 4,473,670 $141,456,000 0.00%
ENVESTNET ASSET MANAGEMENT INC 4,076,873 $128,910,728 0.00%
Mariner, LLC 3,733,130 $118,066,784 0.00%
First Interstate Bank 2,872,073 $90,814,948 0.00%
RAYMOND JAMES FINANCIAL INC 2,835,478 $89,657,799 0.00%
BlackRock, Inc. 2,618,303 $82,790,741 0.00%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,034,337 $64,325,736 0.00%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,973,233 $62,393,628 0.00%
US BANCORP \DE\ 1,970,712 $62,313,920 0.00%
Cetera Investment Advisers 1,806,664 $57,126,747 0.00%
TRUIST FINANCIAL CORP 1,768,022 $55,904,858 0.00%
Janney Montgomery Scott LLC 1,700,154 $53,759 0.00%
Rockefeller Capital Management L.P. 1,588,553 $50,230,107 0.00%
AMERIPRISE FINANCIAL INC 1,580,670 $50,007,983 0.00%
Recent Institutional Activity
Institution Action Shares
Pinnacle Wealth Planning Services, Inc. BUY 10,722
V2 Financial group LLC BUY 22,000
Wealth Management Associates, Inc. BUY 7,643
Strategic Advocates LLC BUY 400
Financial Freedom, LLC BUY 152
Austin Wealth Management, LLC BUY 7,474
Arrowpoint Investment Partners (Singapore) Pte. Ltd. BUY 13,800
AVAII WEALTH MANAGEMENT, LLC BUY 10,280
Cornerstone Wealth Management, LLC BUY 6,383
PFG Advisors BUY 57,789
FORMULATE FINANCIAL LLC BUY 16,360
CHANNEL WEALTH LLC BUY 6,394
BROWN BROTHERS HARRIMAN & CO BUY 1,050
STEINBERGANNA WEALTH MANAGEMENT BUY 8,294
Horizon Investments, LLC BUY 339,143
Price Capital Management, Inc. BUY 102,480
Texas Capital Bancshares Inc/TX BUY 1,195
CoreCap Advisors, LLC BUY 33,036
Smartleaf Asset Management LLC BUY 8
Sterneck Capital Management, LLC BUY 6,360
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