Market Analysis

Real-time market data and insights.

Institutional Ownership

Q3 2025
Last Updated: 2026-05-11
0.00%
Inst. Ownership
1,497
Total Institutions
+767
Increased Positions
-621
Decreased Positions
BlackRock Inc. Position
83,288
Shares
0.00%
Ownership
Average PPS: $0.00 Prev Qtr: 0.00%
Vanguard Group Inc. Position
18,574
Shares
0.00%
Ownership
Average PPS: $0.00 Prev Qtr: 0.00%
Top Institutional Holders
Institution Shares Value Change
ENVESTNET ASSET MANAGEMENT INC 61,891,690 $1,974,963,837 0.00%
SEI INVESTMENTS CO 44,450,869 $1,418,428,200 0.00%
MATHER GROUP, LLC. 42,168,342 $1,345,591,799 0.00%
Financial Engines Advisors L.L.C. 35,589,129 $1,135,649,106 0.00%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 34,514,445 $1,101,355,942 0.00%
LPL Financial LLC 31,701,940 $1,011,608,869 0.00%
OSAIC HOLDINGS, INC. 19,432,886 $608,388,906 0.00%
Mariner, LLC 17,849,389 $569,567,970 0.00%
AMERIPRISE FINANCIAL INC 16,720,317 $533,384,747 0.00%
VANTAGEPOINT INVESTMENT ADVISERS LLC 16,029,106 $511,488,772 0.00%
Cetera Investment Advisers 15,387,321 $491,009,438 0.00%
Avantax Planning Partners, Inc. 15,014,311 $479,106,663 0.00%
RAYMOND JAMES FINANCIAL INC 14,516,716 $463,228,405 0.00%
MML INVESTORS SERVICES, LLC 10,174,284 $324,661,396 0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,027,556 $319,979,338 0.00%
Fund Evaluation Group, LLC 9,652,892 $308,005,005 0.00%
MORGAN STANLEY 8,864,287 $282,859,451 0.00%
BANK OF AMERICA CORP /DE/ 8,392,134 $267,793,004 0.00%
JPMORGAN CHASE & CO 8,386,478 $267,612,538 0.00%
JPMORGAN CHASE & CO 8,386,478 $267,612,538 0.00%
Recent Institutional Activity
Institution Action Shares
Apella Capital, LLC BUY 108,134
PFS Partners, LLC BUY 14
United Financial Planning Group LLC BUY 2,068
RETIREMENT INCOME SOLUTIONS, INC BUY 56,200
Westfuller Advisors, LLC BUY 802
FIRST HORIZON CORP BUY 4,800
CCG WEALTH MANAGEMENT, LLC BUY 12,694
Western Wealth Management, LLC BUY 42,117
Shorepoint Capital Partners LLC BUY 343,080
TOMPKINS FINANCIAL CORP BUY 232,016
Trifecta Capital Advisors, LLC BUY 300
Sovran Advisors, LLC BUY 16,848
Compass Financial Services Inc BUY 3
Glenview Trust Co BUY 9,518
Central Pacific Bank - Trust Division BUY 36
Hillcrest Wealth Advisors - NY, LLC BUY 6,640
White Knight Strategic Wealth Advisors, LLC BUY 25,700
Equity Wealth Partners, LLC BUY 67,184
Caitlin John, LLC BUY 1,880
Caprock Group, LLC BUY 17,550
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