Market Analysis

Real-time market data and insights.

Institutional Ownership

Q3 2025
Last Updated: 2026-05-10
0.00%
Inst. Ownership
971
Total Institutions
+357
Increased Positions
-409
Decreased Positions
BlackRock Inc. Position
185,978
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/ 6,709,138 $1,186,242,742 0.00%
MORGAN STANLEY 4,684,521 $828,270,489 0.00%
TIAA TRUST, NATIONAL ASSOCIATION 4,343,822 $767,246,142 0.00%
ENVESTNET ASSET MANAGEMENT INC 2,148,592 $379,892,496 0.00%
D.A. DAVIDSON & CO. 1,216,060 $215,011,714 0.00%
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 1,151,075 $203,521,570 0.00%
PNC Financial Services Group, Inc. 1,111,776 $196,573,111 0.00%
LPL Financial LLC 1,010,174 $178,608,924 0.00%
M&T Bank Corp 994,564 $175,848,567 0.00%
WELLS FARGO & COMPANY/MN 886,266 $156,700,632 0.00%
UBS Group AG 839,571 $148,444,549 0.00%
COMMONWEALTH EQUITY SERVICES, LLC 830,140 $146,777 0.00%
GOLDMAN SACHS GROUP INC 730,504 $129,160,412 0.00%
Betterment LLC 718,375 $127,016 0.00%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 671,041 $118,646,742 0.00%
BNP PARIBAS FINANCIAL MARKETS 650,147 $114,952,491 0.00%
Cassaday & Co Wealth Management LLC 626,428 $110,758,793 0.00%
Pacific Life Fund Advisors LLC 550,817 $97,389,954 0.00%
NORTHERN TRUST CORP 548,170 $96,921,937 0.00%
ROYAL BANK OF CANADA 507,200 $89,679,000 0.00%
Recent Institutional Activity
Institution Action Shares
INVESTMENT COUNSEL CO OF NEVADA BUY 308
INTEGRITY ALLIANCE, LLC. BUY 1,622
HIGHLINE WEALTH PARTNERS LLC BUY 44
CONNABLE OFFICE INC BUY 21,413
RETIREMENT INCOME SOLUTIONS, INC BUY 1,758
Ballentine Partners, LLC BUY 1,385
Strategic Blueprint, LLC BUY 3,216
Elm Partners Management LLC BUY 2,276
Balefire, LLC BUY 1,692
Community Bank, N.A. BUY 384
SouthState Bank Corp BUY 793
INSIGNEO ADVISORY SERVICES, LLC BUY 1,488
Financial Life Planners BUY 66
M.E. ALLISON & CO., INC. BUY 1,185
KERR FINANCIAL PLANNING Corp BUY 39
GRIMES & Co WEALTH MANAGEMENT, LLC BUY 15,759
Navigation Wealth Management, Inc. BUY 1,776
KLINGENSTEIN FIELDS & CO LP BUY 3,582
SANDERS MORRIS HARRIS LLC BUY 1,200
MERITAGE PORTFOLIO MANAGEMENT BUY 2,752
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