Market Analysis

Real-time market data and insights.

Institutional Ownership

Q3 2025
Last Updated: 2026-05-10
0.00%
Inst. Ownership
1,420
Total Institutions
+605
Increased Positions
-660
Decreased Positions
BlackRock Inc. Position
506,384
Shares
0.00%
Ownership

Average PPS: $0.00 Prev Qtr: 0.00%
Vanguard Group Inc. Position
272,610
Shares
0.00%
Ownership

Average PPS: $0.00 Prev Qtr: 0.00%
Top Institutional Holders
Institution Shares Value Change
US BANCORP \DE\ 205,650,965 $5,416,846,406 0.00%
Creative Planning 80,734,185 $2,126,538,433 0.00%
HBK Sorce Advisory LLC 35,294,611 $940,954,338 0.00%
MONETA GROUP INVESTMENT ADVISORS LLC 34,779,046 $916,080,079 0.00%
HBK Sorce Advisory LLC 34,041,791 $897,001,199 0.00%
SEI INVESTMENTS CO 31,394,167 $826,922,370 0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 29,438,303 $775,404,900 0.00%
SAGE FINANCIAL GROUP INC 25,009,642 $658,753,962 0.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 19,420,421 $514,252,744 0.00%
Cerity Partners LLC 18,864,225 $496,883,647 0.00%
CAPTRUST FINANCIAL ADVISORS 18,482,949 $486,840,877 0.00%
Betterment LLC 18,084,620 $476,349 0.00%
Diversified Enterprises, LLC 16,481,206 $434,114,957 0.00%
HighTower Advisors, LLC 14,199,707 $374,020,377 0.00%
JANUS HENDERSON GROUP PLC 11,427,612 $301,003,300 0.00%
MERCER GLOBAL ADVISORS INC /ADV 10,349,931 $272,617,175 0.00%
Prime Capital Investment Advisors, LLC 10,183,018 $268,220,698 0.00%
McAdam, LLC 9,633,628 $253,749,765 0.00%
Mariner, LLC 9,584,115 $252,443,498 0.00%
Koss-Olinger Consulting, LLC 9,414,080 $230,080,000 0.00%
Recent Institutional Activity
Institution Action Shares
KANE INVESTMENT MANAGEMENT, INC. BUY 10,851
My Personal CFO, LLC BUY 28,299
PFS Partners, LLC BUY 1,785
Mach-1 Financial Group, LLC BUY 7,872
D'Orazio & Associates, Inc. BUY 7,977
Strategic Advocates LLC BUY 6
Quadcap Wealth Management, LLC BUY 7,728
ROYAL BANK OF CANADA BUY 2,014,787
Oxinas Partners Wealth Management LLC BUY 7,963
CPC Advisors, LLC BUY 12,381
Barton Investment Management BUY 16,800
Drake & Associates, LLC BUY 24,084
CIBC Bancorp USA Inc. BUY 175,371
Financial Gravity Asset Management, Inc. BUY 2,665
CoreCap Advisors, LLC BUY 445,749
Caitlin John, LLC BUY 2,739
MANNING & NAPIER ADVISORS LLC BUY 1,693
United Financial Planning Group LLC BUY 168
Anfield Capital Management, LLC BUY 32,612
Boston Partners BUY 10,672
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