Market Analysis

Real-time market data and insights.

Institutional Ownership

Q3 2025
Last Updated: 2026-05-11
0.00%
Inst. Ownership
1,372
Total Institutions
+633
Increased Positions
-559
Decreased Positions
BlackRock Inc. Position
119,976
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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 285,507,134 $6,646,606,082 0.00%
Empower Advisory Group, LLC 186,455,668 $4,340,687,952 0.00%
Financial Engines Advisors L.L.C. 157,184,545 $3,659,256,208 0.00%
Wealthfront Advisers LLC 109,982,417 $2,560,390,674 0.00%
Creative Planning 40,928,992 $952,826,941 0.00%
HighTower Advisors, LLC 22,411,217 $521,733,022 0.00%
Betterment LLC 22,372,945 $520,842 0.00%
Wealthspire Advisors, LLC 21,589,034 $502,592,682 0.00%
Corient Private Wealth LLC 20,421,648 $475,415,967 0.00%
US BANCORP \DE\ 14,032,989 $326,687,990 0.00%
Miracle Mile Advisors, LLC 12,987,719 $302,354,087 0.00%
SCS Capital Management LLC 12,685,293 $295,313,625 0.00%
MORGAN STANLEY 10,551,677 $245,643,089 0.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,213,008 $217,058,476 0.00%
MERCER GLOBAL ADVISORS INC /ADV 9,169,702 $213,470,658 0.00%
Mariner, LLC 8,917,283 $207,556,974 0.00%
Orgel Wealth Management, LLC 8,762,910 $204,000,544 0.00%
McAdam, LLC 7,316,348 $170,324,580 0.00%
SageView Advisory Group, LLC 7,188,678 $167,352,420 0.00%
Cerity Partners LLC 6,686,521 $155,662,212 0.00%
Recent Institutional Activity
Institution Action Shares
Fifth Third Wealth Advisors LLC BUY 10,914
EdgeRock Capital LLC BUY 28,775
UBS Group AG BUY 3,148,698
Edgestream Partners, L.P. BUY 13,223
SUMMITRY LLC BUY 9,384
JGP Wealth Management, LLC BUY 9,522
Caitlin John, LLC BUY 1,967
SouthState Bank Corp BUY 6,285
KERR FINANCIAL PLANNING Corp BUY 2,000
Guerra Advisors Inc BUY 4,504
Meridian Financial Advisors, LLC BUY 31,300
CIBC Bancorp USA Inc. BUY 113,228
ROYAL BANK OF CANADA BUY 5,777,346
Grey Fox Wealth Advisors, LLC BUY 479
ORG Partners LLC BUY 852
Veridan Wealth LLC BUY 148,629
FMR LLC BUY 5,203,095
Baker Avenue Asset Management, LP BUY 20,500
CALDWELL SUTTER CAPITAL, INC. BUY 190
Capital Group Private Client Services, Inc. BUY 49,031
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