Market Analysis

Real-time market data and insights.

Institutional Ownership

Q3 2025
Last Updated: 2026-05-10
0.00%
Inst. Ownership
565
Total Institutions
+257
Increased Positions
-197
Decreased Positions
BlackRock Inc. Position
790
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
BANK OF AMERICA CORP /DE/ 2,175,204 $483,265,169 0.00%
Lido Advisors, LLC 2,095,600 $465,579,891 0.00%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,441,090 $320,166,965 0.00%
Richard Bernstein Advisors LLC 1,362,189 $311,233,706 0.00%
COMMONWEALTH EQUITY SERVICES, LLC 718,643 $159,661 0.00%
AGF MANAGEMENT LTD 689,924 $153,280,415 0.00%
ENVESTNET ASSET MANAGEMENT INC 678,339 $150,706,624 0.00%
LPL Financial LLC 608,862 $135,270,948 0.00%
MERCER GLOBAL ADVISORS INC /ADV 479,401 $106,504,339 0.00%
Full Sail Capital, LLC 352,480 $78,310,508 0.00%
MORGAN STANLEY 342,605 $76,117,119 0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 305,684 $67,913,863 0.00%
Kestra Advisory Services, LLC 301,134 $66,902,967 0.00%
OSAIC HOLDINGS, INC. 295,078 $64,561,579 0.00%
Kestra Investment Management, LLC 263,250 $58,486,160 0.00%
Portfolio Strategies, Inc. 238,731 $53,036,678 0.00%
Cambridge Investment Research Advisors, Inc. 213,515 $47,437 0.00%
FMR LLC 180,146 $40,023,019 0.00%
RAYMOND JAMES FINANCIAL INC 170,761 $37,937,895 0.00%
JPMORGAN CHASE & CO 143,336 $31,845,235 0.00%
Recent Institutional Activity
Institution Action Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors BUY 1,988
GRIMES & Co WEALTH MANAGEMENT, LLC BUY 38,961
Main Street Financial Solutions, LLC BUY 1,032
Carnegie Investment Counsel BUY 939
Heartwood Wealth Advisors LLC BUY 145
WOLVERINE TRADING, LLC BUY 2,117
Financial Management Professionals, Inc. BUY 648
KW WEALTH MANAGEMENT LLC BUY 1,204
Strengthening Families & Communities, LLC BUY 1,534
Sugar Maple Asset Management, LLC BUY 972
HRT FINANCIAL LP BUY 1,910
Maxele Advisors, LLC BUY 19,230
BESSEMER GROUP INC BUY 115
DecisionPoint Financial, LLC BUY 46
Facet Wealth, Inc. BUY 967
INSIGNEO ADVISORY SERVICES, LLC BUY 979
Financial Engines Advisors L.L.C. BUY 991
PFG Advisors BUY 100,662
PFG Investments, LLC BUY 1,149
Siligmueller & Norvid Wealth Advisors LLC BUY 2,731
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