Market Analysis

Real-time market data and insights.

Institutional Ownership

Q3 2025
Last Updated: 2026-05-10
0.00%
Inst. Ownership
2,347
Total Institutions
+821
Increased Positions
-996
Decreased Positions
BlackRock Inc. Position
1,178,838
Shares
0.00%
Ownership

Average PPS: $0.00 Prev Qtr: 0.00%
Vanguard Group Inc. Position
767
Shares
0.00%
Ownership

Average PPS: $0.00 Prev Qtr: 0.00%
Top Institutional Holders
Institution Shares Value Change
BANK OF AMERICA CORP /DE/ 27,579,074 $12,918,314,135 0.00%
MORGAN STANLEY 27,048,285 $12,669,689,477 0.00%
FMR LLC 8,786,354 $4,115,616,141 0.00%
JPMORGAN CHASE & CO 7,425,658 $3,478,253,111 0.00%
JPMORGAN CHASE & CO 7,425,658 $3,478,253,111 0.00%
GOLDMAN SACHS GROUP INC 7,300,031 $3,419,407,457 0.00%
UBS Group AG 5,890,235 $2,759,044,976 0.00%
NORTHERN TRUST CORP 5,458,872 $2,556,990,234 0.00%
ENVESTNET ASSET MANAGEMENT INC 5,171,141 $2,422,214,232 0.00%
WELLS FARGO & COMPANY/MN 4,343,006 $2,034,307,297 0.00%
LPL Financial LLC 3,691,684 $1,729,221,857 0.00%
RAYMOND JAMES FINANCIAL INC 3,383,314 $1,584,777,984 0.00%
PNC Financial Services Group, Inc. 3,110,490 $1,456,984,655 0.00%
Baird Financial Group, Inc. 2,761,205 $1,293,376,034 0.00%
M&T Bank Corp 2,529,809 $1,184,849,388 0.00%
TRUIST FINANCIAL CORP 2,085,034 $976,651,001 0.00%
COMMONWEALTH EQUITY SERVICES, LLC 2,001,110 $937,340 0.00%
TIAA TRUST, NATIONAL ASSOCIATION 1,895,364 $885,736,317 0.00%
SIGNATUREFD, LLC 1,790,256 $838,573,922 0.00%
ROYAL BANK OF CANADA 1,742,341 $816,130,000 0.00%
Recent Institutional Activity
Institution Action Shares
Cloud Capital Management, LLC BUY 216
RPg Family Wealth Advisory, LLC BUY 4,587
AssuredPartners Investment Advisors, LLC BUY 447
WEALTHCARE CAPITAL MANAGEMENT LLC BUY 445
Lewis Asset Management, LLC BUY 438
Provident Investment Management, Inc. BUY 440
Davis Capital Management BUY 379
Harel Insurance Investments & Financial Services Ltd. BUY 1,400
BRANDYWINE OAK PRIVATE WEALTH LLC BUY 429
Van Hulzen Asset Management, LLC BUY 710
Prostatis Group LLC BUY 544
Regent Peak Wealth Advisors LLC BUY 40,081
Caitlin John, LLC BUY 398
Hoxton Planning & Management, LLC BUY 498
Salvus Wealth Management, LLC BUY 463
NORTH STAR ASSET MANAGEMENT INC BUY 743
Signature Wealth Management Group BUY 441
Montecito Bank & Trust BUY 74,798
Grey Ledge Advisors, LLC BUY 771
MAINSAIL ASSET MANAGEMENT, LLC BUY 976
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