Market Analysis

Real-time market data and insights.

Institutional Ownership

Q3 2025
Last Updated: 2026-05-10
0.00%
Inst. Ownership
1,204
Total Institutions
+564
Increased Positions
-534
Decreased Positions
BlackRock Inc. Position
78,830
Shares
0.00%
Ownership

Average PPS: $0.00 Prev Qtr: 0.00%
Vanguard Group Inc. Position
36,958
Shares
0.00%
Ownership

Average PPS: $0.00 Prev Qtr: 0.00%
Top Institutional Holders
Institution Shares Value Change
Wealthfront Advisers LLC 55,097,987 $1,416,569,246 0.00%
Betterment LLC 16,504,113 $424,321 0.00%
REBALANCE, LLC 14,480,067 $372,282,527 0.00%
SCS Capital Management LLC 12,199,923 $313,660,022 0.00%
REGIONS FINANCIAL CORP 9,238,938 $394,437,633 0.00%
Strid Group, LLC 8,716,201 $224,093,533 0.00%
Evensky & Katz LLC 8,492,961 $218,354 0.00%
HENGEHOLD CAPITAL MANAGEMENT LLC 8,457,463 $217,441,370 0.00%
Bouchey Financial Group Ltd 8,318,386 $213,865,696 0.00%
HighTower Advisors, LLC 7,776,997 $199,946,261 0.00%
HB Wealth Management, LLC 6,694,089 $172,105,033 0.00%
Hanson & Doremus Investment Management 6,514,057 $167,476 0.00%
Forvis Mazars Wealth Advisors, LLC 6,334,210 $162,852,538 0.00%
AlphaCore Capital LLC 6,102,564 $156,896,918 0.00%
HT Partners LLC 6,088,359 $156,531,718 0.00%
HHM Wealth Advisors, LLC 5,204,886 $133,817,609 0.00%
TruNorth Capital Management, LLC 5,071,311 $130,383,394 0.00%
Accredited Investors Inc. 4,805,946 $123,560,865 0.00%
Mariner, LLC 4,289,929 $110,267,906 0.00%
Arax Advisory Partners 4,050,068 $110,655,590 0.00%
Recent Institutional Activity
Institution Action Shares
Triumph Capital Management BUY 7
Falcon Wealth Planning BUY 8,902
Grey Fox Wealth Advisors, LLC BUY 417
FSB PREMIER WEALTH MANAGEMENT, INC. BUY 7,934
Northstar Financial Companies, Inc. BUY 14,164
Arista Wealth Management, LLC BUY 11,454
Walker Financial Services, Inc. BUY 427,492
Longview Financial Advisors LLC BUY 3
WELLS FARGO & COMPANY/MN BUY 2,419,843
United Financial Planning Group LLC BUY 378
CIBC Bancorp USA Inc. BUY 171,221
Ameritas Investment Partners, Inc. BUY 746
Boulder Wealth Advisors, LLC BUY 1,572,741
AMERIFLEX GROUP, INC. BUY 7,950
New Millennium Group LLC BUY 75
DAYMARK WEALTH PARTNERS, LLC BUY 14,025
Global Wealth Strategies & Associates BUY 181
RMR Capital Management, LLC BUY 8,088
UBS Group AG BUY 1,403,710
SHUTTLEWORTH & Co BUY 21,267
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