Market Analysis

Real-time market data and insights.

Institutional Ownership

Q3 2025
Last Updated: 2026-05-11
0.00%
Inst. Ownership
90
Total Institutions
+52
Increased Positions
-17
Decreased Positions
BlackRock Inc. Position
0
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
Fielder Capital Group LLC 801,176 $21,928,175 0.00%
180 WEALTH ADVISORS, LLC 531,968 $14,559,971 0.00%
MORGAN STANLEY 427,325 $11,695,903 0.00%
LPL Financial LLC 307,093 $8,405,127 0.00%
HighTower Advisors, LLC 253,692 $6,943,550 0.00%
Cetera Investment Advisers 144,325 $3,950,175 0.00%
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC 101,633 $2,781,695 0.00%
Wealthfront Advisers LLC 101,614 $2,781,175 0.00%
BANK OF AMERICA CORP /DE/ 97,578 $2,670,709 0.00%
Turning Point Benefit Group, Inc. 82,597 $2,277,199 0.00%
Capital Wealth Alliance, LLC 71,516 $1,957,393 0.00%
Walkner Condon Financial Advisors LLC 60,765 $1,654,797 0.00%
CITADEL ADVISORS LLC 57,365 $1,570,080 0.00%
MML INVESTORS SERVICES, LLC 51,106 $1,398,782 0.00%
Compound Planning, Inc. 44,663 $1,222,434 0.00%
StoneX Group Inc. 44,199 $1,209,718 0.00%
AVALON CAPITAL MANAGEMENT 40,770 $1,115,875 0.00%
OLD MISSION CAPITAL LLC 35,081 $960,166 0.00%
ROYAL BANK OF CANADA 33,867 $927,000 0.00%
UBS Group AG 33,778 $924,503 0.00%
Recent Institutional Activity
Institution Action Shares
Bogart Wealth, LLC BUY 1,000
Private Advisory Group LLC BUY 11,924
NATIONAL BANK OF CANADA /FI/ BUY 599
Rockefeller Capital Management L.P. BUY 1,527
TigerOak Management, L.L.C. BUY 9,000
WELLS FARGO & COMPANY/MN BUY 1
FINANCIAL CONSULATE, INC BUY 777
Summit Financial, LLC BUY 26,000
Wealthspire Advisors, LLC BUY 80
Mirae Asset Global Investments Co., Ltd. BUY 4,000
Harbour Trust & Investment Management Co BUY 9,179
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO BUY 161
TD Waterhouse Canada Inc. BUY 3,000
Private Advisor Group, LLC BUY 8,418
STIFEL FINANCIAL CORP BUY 9,022
Advisory Services Network, LLC BUY 3,997
Larson Financial Group LLC BUY 90
FIRST HORIZON CORP BUY 787
UBS Group AG BUY 33,778
BNP PARIBAS FINANCIAL MARKETS BUY 95
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