Market Analysis

Real-time market data and insights.

Institutional Ownership

Q3 2025
Last Updated: 2026-05-10
0.00%
Inst. Ownership
312
Total Institutions
+128
Increased Positions
-158
Decreased Positions
BlackRock Inc. Position
64,625
Shares
0.00%
Ownership

Average PPS: $0.00 Prev Qtr: 0.00%
Vanguard Group Inc. Position
0
Shares
0.00%
Ownership

Average PPS: $0.00 Prev Qtr: 0.00%
Top Institutional Holders
Institution Shares Value Change
MORGAN STANLEY 2,230,024 $285,510,055 0.00%
BANK OF AMERICA CORP /DE/ 1,317,763 $168,713,180 0.00%
Liberty Mutual Group Asset Management Inc. 941,000 $120,476,230 0.00%
BANK OF MONTREAL /CAN/ 621,416 $79,559,918 0.00%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 535,424 $68,550,335 0.00%
LPL Financial LLC 479,371 $61,373,906 0.00%
FMR LLC 473,029 $60,561,913 0.00%
RAYMOND JAMES FINANCIAL INC 462,528 $59,217,571 0.00%
UBS Group AG 368,323 $47,156,395 0.00%
Evercore Wealth Management, LLC 297,872 $38,136,552 0.00%
Permanens Capital L.P. 291,733 $37,350,520 0.00%
Arax Advisory Partners 257,207 $9,977,118 0.00%
GOLDMAN SACHS GROUP INC 257,131 $32,920,483 0.00%
JPMORGAN CHASE & CO 221,713 $28,385,983 0.00%
JPMORGAN CHASE & CO 221,713 $28,385,983 0.00%
WELLS FARGO & COMPANY/MN 218,958 $28,033,146 0.00%
POTOMAC FUND MANAGEMENT INC /ADV 153,686 $19,676,419 0.00%
ROYAL BANK OF CANADA 150,315 $19,244,000 0.00%
RiverFront Investment Group, LLC 144,900 $18,551,617 0.00%
First International Bank & Trust 142,667 $18,265,656 0.00%
Recent Institutional Activity
Institution Action Shares
IAG Wealth Partners, LLC BUY 107
OPPENHEIMER ASSET MANAGEMENT INC. BUY 60,728
Fort Sheridan Advisors LLC BUY 1,700
Grey Ledge Advisors, LLC BUY 35,278
Maxele Advisors, LLC BUY 4,088
Phoenix Financial Ltd. BUY 7,961
Maridea Wealth Management LLC BUY 4,465
WJ Financial Advisors LLC BUY 2,026
Cambria Investment Management, L.P. BUY 2,845
Wealth Watch Advisors, INC BUY 21
Bridgewater Advisors Inc. BUY 1,500
New England Private Wealth Advisors LLC BUY 11,088
ROYAL BANK OF CANADA BUY 150,315
Bank of New York Mellon Corp BUY 107,184
CIBC WORLD MARKET INC. BUY 2,257
Allianz Asset Management GmbH BUY 27,900
Hilltop Holdings Inc. BUY 22,664
Palisade Asset Management, LLC BUY 1,000
Register Financial Advisors LLC BUY 853
Arete Wealth Advisors, LLC BUY 7,570
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