Market Analysis

Real-time market data and insights.

Institutional Ownership

Q3 2025
Last Updated: 2026-05-10
0.00%
Inst. Ownership
2,428
Total Institutions
+1245
Increased Positions
-981
Decreased Positions
BlackRock Inc. Position
466,739
Shares
0.00%
Ownership

Average PPS: $0.00 Prev Qtr: 0.00%
Vanguard Group Inc. Position
7,527
Shares
0.00%
Ownership

Average PPS: $0.00 Prev Qtr: 0.00%
Top Institutional Holders
Institution Shares Value Change
BANK OF AMERICA CORP /DE/ 133,808,505 $24,953,948,138 0.00%
JONES FINANCIAL COMPANIES LLLP 53,966,784 $10,068,563,495 0.00%
MORGAN STANLEY 33,213,043 $6,193,900,920 0.00%
ENVESTNET ASSET MANAGEMENT INC 21,895,965 $4,083,378,534 0.00%
UBS Group AG 13,601,000 $2,536,450,490 0.00%
AMERIPRISE FINANCIAL INC 11,112,521 $2,072,159,736 0.00%
LPL Financial LLC 10,583,264 $1,973,672,985 0.00%
RAYMOND JAMES FINANCIAL INC 7,922,686 $1,477,501,641 0.00%
WELLS FARGO & COMPANY/MN 7,704,993 $1,436,904,141 0.00%
Cetera Investment Advisers 7,337,305 $1,368,334,010 0.00%
TIAA TRUST, NATIONAL ASSOCIATION 6,514,642 $1,214,914,553 0.00%
CAPTRUST FINANCIAL ADVISORS 6,230,066 $1,161,845,099 0.00%
ROYAL BANK OF CANADA 5,542,380 $1,033,598,000 0.00%
D.A. DAVIDSON & CO. 5,458,462 $1,017,948,575 0.00%
Mill Creek Capital Advisors, LLC 5,249,374 $978,955,680 0.00%
Betterment LLC 5,080,035 $947,376 0.00%
Mariner, LLC 4,720,356 $880,252,963 0.00%
FMR LLC 4,527,761 $844,382,207 0.00%
PNC Financial Services Group, Inc. 4,305,594 $802,950,264 0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,866,085 $720,986,238 0.00%
Recent Institutional Activity
Institution Action Shares
Stonegate Management LLC BUY 9,000
Ramirez Asset Management, Inc. BUY 300
MB Generational Wealth, LLC BUY 5,781
Mach-1 Financial Group, LLC BUY 11,893
SimpliFi, Inc. BUY 55,780
Wealth Watch Advisors, INC BUY 694
ENDEAVOR PRIVATE WEALTH, INC. BUY 2,263
Longview Financial Advisors LLC BUY 1,064
Olde Wealth Management, LLC BUY 3,048
SouthState Bank Corp BUY 68,528
Stockman Wealth Management, Inc. BUY 1,533
Cottage Street Advisors LLC BUY 2,122
FSA Advisors, Inc. BUY 3,433
SYNOVUS FINANCIAL CORP BUY 24,467
Tribridge Partners Financial LLC BUY 1,086
SHUTTLEWORTH & Co BUY 8,838
Blume Capital Management, Inc. BUY 8
CLEAR INVESTMENT RESEARCH, LLC BUY 320
CIBC Bancorp USA Inc. BUY 952,829
Compass Financial Group, Inc. BUY 1,529
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