Market Analysis

Real-time market data and insights.

Institutional Ownership

Q3 2025
Last Updated: 2026-05-11
0.00%
Inst. Ownership
1,109
Total Institutions
+489
Increased Positions
-456
Decreased Positions
BlackRock Inc. Position
2,546
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/ 9,989,402 $2,973,045,885 0.00%
MORGAN STANLEY 1,931,756 $574,929,743 0.00%
ASSETMARK, INC 1,550,620 $461,495,582 0.00%
SEI INVESTMENTS CO 949,929 $282,725,915 0.00%
LPL Financial LLC 899,840 $267,810,371 0.00%
Corient Private Wealth LLC 894,206 $266,135,585 0.00%
WELLS FARGO & COMPANY/MN 872,642 $259,715,608 0.00%
UBS Group AG 768,445 $228,704,601 0.00%
PNC Financial Services Group, Inc. 683,942 $203,554,714 0.00%
Cohen Klingenstein LLC 670,420 $199,530,400 0.00%
ENVESTNET ASSET MANAGEMENT INC 637,406 $189,704,814 0.00%
MATHER GROUP, LLC. 604,629 $179,949,535 0.00%
JONES FINANCIAL COMPANIES LLLP 562,371 $167,688,776 0.00%
CHOREO, LLC 510,225 $152,074,039 0.00%
MONETA GROUP INVESTMENT ADVISORS LLC 506,199 $150,655,033 0.00%
TIAA TRUST, NATIONAL ASSOCIATION 468,752 $139,509,991 0.00%
Cetera Investment Advisers 461,063 $137,221,770 0.00%
RAYMOND JAMES FINANCIAL INC 451,017 $134,231,625 0.00%
AMERIPRISE FINANCIAL INC 400,969 $119,346,912 0.00%
RWA WEALTH PARTNERS, LLC 365,995 $108,927,475 0.00%
Recent Institutional Activity
Institution Action Shares
Facet Wealth, Inc. BUY 740
Discipline Wealth Solutions, LLC BUY 2,002
SILVERCREST ASSET MANAGEMENT GROUP LLC BUY 1,974
REGIONS FINANCIAL CORP BUY 712
FIRST CITIZENS BANK & TRUST CO BUY 1,096
Investment Research & Advisory Group, Inc. BUY 741
Destination Wealth Management BUY 738
FINEMARK NATIONAL BANK & TRUST BUY 4,720
Integrity Advisory Solutions, LLC BUY 804
HANTZ FINANCIAL SERVICES, INC. BUY 191
Gilman Hill Asset Management, LLC BUY 684
FIRST HORIZON CORP BUY 12,359
Apella Capital, LLC BUY 4,713
Caitlin John, LLC BUY 76
MBL Wealth, LLC BUY 1,113
Root Financial Partners, LLC BUY 559
SYNOVUS FINANCIAL CORP BUY 6,188
Mach-1 Financial Group, LLC BUY 804
Atlas Brown,Inc. BUY 715
NEUBERGER BERMAN GROUP LLC BUY 802
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