Market Analysis

Real-time market data and insights.

Institutional Ownership

Q3 2025
Last Updated: 2026-05-10
0.00%
Inst. Ownership
988
Total Institutions
+511
Increased Positions
-415
Decreased Positions
BlackRock Inc. Position
1,259,294
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
MERCER GLOBAL ADVISORS INC /ADV 7,595,040 $1,947,747,879 0.00%
ENVESTNET ASSET MANAGEMENT INC 6,193,973 $1,588,444,233 0.00%
FMR LLC 4,063,106 $1,041,983,404 0.00%
MORGAN STANLEY 3,260,276 $836,098,155 0.00%
RAYMOND JAMES FINANCIAL INC 3,063,251 $785,570,595 0.00%
LPL Financial LLC 2,639,443 $676,885,126 0.00%
ASSETMARK, INC 1,465,131 $375,732,758 0.00%
AMERIPRISE FINANCIAL INC 1,321,883 $339,023,388 0.00%
BlackRock, Inc. 1,259,294 $322,945,976 0.00%
BANK OF AMERICA CORP /DE/ 1,239,000 $317,741,534 0.00%
STATE OF MICHIGAN RETIREMENT SYSTEM 1,223,490 $313,764,011 0.00%
Cerity Partners LLC 1,151,952 $295,417,925 0.00%
Blue Trust, Inc. 1,133,565 $290,702,547 0.00%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,030,720 $264,328,051 0.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,001,260 $254,820,843 0.00%
Focus Partners Wealth 927,145 $237,766,225 0.00%
CWM, LLC 911,115 $233,655 0.00%
JPMORGAN CHASE & CO 870,892 $223,340,663 0.00%
JPMORGAN CHASE & CO 870,892 $223,340,663 0.00%
WELLS FARGO & COMPANY/MN 865,845 $222,046,057 0.00%
Recent Institutional Activity
Institution Action Shares
United Financial Planning Group LLC BUY 111
Kapstone Financial Advisors LLC BUY 785
Kohmann Bosshard Financial Services, LLC BUY 1,029
CoreCap Advisors, LLC BUY 3,599
Park Place Capital Corp BUY 60
Investors Research Corp BUY 26
Seros Financial, LLC BUY 1,579
Mach-1 Financial Group, LLC BUY 1,366
Imprint Wealth LLC BUY 245
CHELSEA COUNSEL CO BUY 4
Avantra Family Wealth, Inc. BUY 1,712
B&D White Capital Company, LLC BUY 83,781
Balefire, LLC BUY 1,030
HUNTINGTON NATIONAL BANK BUY 40
Integrity Advisory Solutions, LLC BUY 1,366
Financiere des Professionnels - Fonds d'investissement inc. BUY 14,200
Jump Financial, LLC BUY 74,132
GROUP ONE TRADING LLC BUY 2,979
FMR LLC BUY 4,063,106
PFG Investments, LLC BUY 3,205
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