Market Analysis

Real-time market data and insights.

Institutional Ownership

Q3 2025
Last Updated: 2026-04-19
0.00%
Inst. Ownership
3,226
Total Institutions
+1553
Increased Positions
-1374
Decreased Positions
BlackRock Inc. Position
410,570
Shares
0.00%
Ownership

Average PPS: $0.00 Prev Qtr: 0.00%
Vanguard Group Inc. Position
7,332
Shares
0.00%
Ownership

Average PPS: $0.00 Prev Qtr: 0.00%
Top Institutional Holders
Institution Shares Value Change
VANGUARD GROUP INC 60,330,111 $19,798,531,347 0.00%
Rakuten Investment Management, Inc. 47,479,738 $15,530,622,299 0.00%
Betterment LLC 25,782,400 $8,461,010 0.00%
Wealthfront Advisers LLC 17,862,011 $5,861,776,175 0.00%
BANK OF AMERICA CORP /DE/ 13,942,112 $4,575,382,832 0.00%
MORGAN STANLEY 13,805,600 $4,530,584,480 0.00%
LPL Financial LLC 13,801,841 $4,529,350,264 0.00%
WealthNavi Inc. 12,362,762 $4,057,088 0.00%
NORTHERN TRUST CORP 9,528,493 $3,126,965,548 0.00%
HB Wealth Management, LLC 8,551,906 $2,680,740,261 0.00%
Creative Planning 6,204,269 $2,036,055,066 0.00%
Wellspring Financial Advisors, LLC 6,173,344 $60,962,561 0.00%
Ballentine Partners, LLC 6,081,724 $1,995,839,470 0.00%
ENVESTNET ASSET MANAGEMENT INC 5,799,986 $1,903,381,351 0.00%
WELLS FARGO & COMPANY/MN 5,642,393 $1,851,663,968 0.00%
JPMORGAN CHASE & CO 5,032,532 $1,651,526,897 0.00%
JPMORGAN CHASE & CO 5,032,532 $1,651,526,897 0.00%
Forvis Mazars Wealth Advisors, LLC 4,710,363 $1,545,800,446 0.00%
UBS Group AG 4,089,946 $1,342,197,579 0.00%
NISSAY ASSET MANAGEMENT CORP /JAPAN 3,663,005 $1,202,088,351 0.00%
Recent Institutional Activity
Institution Action Shares
Souders Financial Advisors BUY 1,022
Regent Peak Wealth Advisors LLC BUY 255,659
SCHMIDT P J INVESTMENT MANAGEMENT INC BUY 732
McGrath & Associates, Inc. BUY 681
American Wealth Advisors, LLC BUY 10,955
ROYAL BANK OF CANADA BUY 2,959,366
Tradewinds, LLC. BUY 7,222
International Private Wealth Advisors LLC BUY 678
SouthState Bank Corp BUY 13,201
Well Done, LLC BUY 626
BRIAN LOW FINANCIAL GROUP, LLC BUY 861
Crumly & Associates Inc. BUY 773
Taylor & Morgan Wealth Management, LLC BUY 1,465
MRWM Advisors, LLC BUY 78,287
Portland Global Advisors LLC BUY 55,191
WoodTrust Financial Corp BUY 15,852
Hansen & Associates Financial Group, Inc. BUY 3,806
OUTFITTERS FINANCIAL LLC BUY 10,284
Turim 21 Investimentos Ltda. BUY 131,078
VELA Investment Management, LLC BUY 797
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