Market Analysis

Real-time market data and insights.

Institutional Ownership

Q3 2025
Last Updated: 2026-05-10
0.00%
Inst. Ownership
2,180
Total Institutions
+1015
Increased Positions
-956
Decreased Positions
BlackRock Inc. Position
18,549
Shares
0.00%
Ownership

Average PPS: $0.00 Prev Qtr: 0.00%
Vanguard Group Inc. Position
2,460
Shares
0.00%
Ownership

Average PPS: $0.00 Prev Qtr: 0.00%
Top Institutional Holders
Institution Shares Value Change
BANK OF AMERICA CORP /DE/ 23,457,699 $5,964,823,782 0.00%
MORGAN STANLEY 7,779,544 $1,978,183,338 0.00%
WELLS FARGO & COMPANY/MN 6,111,140 $1,553,940,530 0.00%
ENVESTNET ASSET MANAGEMENT INC 4,308,811 $1,095,644,429 0.00%
LPL Financial LLC 3,966,099 $1,008,499,572 0.00%
UBS Group AG 3,850,412 $979,082,763 0.00%
MERCER GLOBAL ADVISORS INC /ADV 3,194,576 $812,316,677 0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,677,958 $680,951,221 0.00%
JONES FINANCIAL COMPANIES LLLP 2,639,026 $672,452,258 0.00%
CAPTRUST FINANCIAL ADVISORS 2,513,129 $639,038,246 0.00%
AMERIPRISE FINANCIAL INC 2,341,719 $595,251,143 0.00%
ROYAL BANK OF CANADA 2,273,891 $578,206,000 0.00%
RAYMOND JAMES FINANCIAL INC 2,222,028 $565,017,241 0.00%
Creative Planning 1,964,964 $499,650,927 0.00%
PNC Financial Services Group, Inc. 1,941,451 $493,672,108 0.00%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,884,675 $479,235,159 0.00%
Mariner, LLC 1,823,575 $463,698,190 0.00%
Bank of New York Mellon Corp 1,793,594 $456,075,194 0.00%
GOLDMAN SACHS GROUP INC 1,684,406 $428,310,643 0.00%
Wealthfront Advisers LLC 1,497,626 $380,816,339 0.00%
Recent Institutional Activity
Institution Action Shares
FIRST FOUNDATION ADVISORS BUY 809
TRED AVON FAMILY WEALTH, LLC BUY 7,077
Atlas Brown,Inc. BUY 1,150
FIRST HORIZON CORP BUY 5,343
Caprock Group, LLC BUY 44,351
RS CRUM INC. BUY 855
OLIO Financial Planning BUY 796
ENDEAVOR PRIVATE WEALTH, INC. BUY 17,275
Wealth Management Strategies, Inc. BUY 34,595
Novak & Powell Financial Services, Inc. BUY 1,922
SouthState Bank Corp BUY 35,959
Grey Fox Wealth Advisors, LLC BUY 637
Heritage Wealth Management, Inc./Texas BUY 814
ENTREWEALTH, LLC BUY 1,133
FLC Capital Advisors BUY 885
Blue Zone Wealth Advisors, LLC BUY 970
RAYMOND JAMES FINANCIAL INC BUY 2,222,028
LEGACY FINANCIAL GROUP, INC. BUY 816
Cornerstone Planning Group LLC BUY 2,842
Krilogy Financial LLC BUY 14,034
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