Market Analysis

Real-time market data and insights.

Institutional Ownership

Q3 2025
Last Updated: 2026-05-11
0.00%
Inst. Ownership
1,567
Total Institutions
+691
Increased Positions
-696
Decreased Positions
BlackRock Inc. Position
4,436
Shares
0.00%
Ownership

Average PPS: $0.00 Prev Qtr: 0.00%
Vanguard Group Inc. Position
2,027
Shares
0.00%
Ownership

Average PPS: $0.00 Prev Qtr: 0.00%
Top Institutional Holders
Institution Shares Value Change
BANK OF AMERICA CORP /DE/ 15,438,804 $3,222,232,758 0.00%
ASSETMARK, INC 4,266,021 $890,361,184 0.00%
MORGAN STANLEY 3,830,880 $799,543,265 0.00%
Betterment LLC 3,100,066 $647,015 0.00%
WELLS FARGO & COMPANY/MN 1,776,642 $370,803,098 0.00%
ENVESTNET ASSET MANAGEMENT INC 1,659,874 $346,432,195 0.00%
ASPIRIANT, LLC 1,527,300 $318,762,529 0.00%
SEI INVESTMENTS CO 1,452,261 $303,097,210 0.00%
UBS Group AG 1,449,131 $302,448,131 0.00%
LPL Financial LLC 1,430,106 $298,477,416 0.00%
CAPTRUST FINANCIAL ADVISORS 1,224,488 $255,562,991 0.00%
Cetera Investment Advisers 1,070,900 $223,507,691 0.00%
RAYMOND JAMES FINANCIAL INC 951,299 $198,545,668 0.00%
JONES FINANCIAL COMPANIES LLLP 906,506 $189,805,969 0.00%
OSAIC HOLDINGS, INC. 885,454 $184,968,341 0.00%
TIAA TRUST, NATIONAL ASSOCIATION 855,498 $178,550,577 0.00%
PNC Financial Services Group, Inc. 823,826 $171,940,677 0.00%
HighTower Advisors, LLC 815,198 $170,146,166 0.00%
CHOREO, LLC 785,889 $164,751,761 0.00%
JPMORGAN CHASE & CO 727,231 $151,780,617 0.00%
Recent Institutional Activity
Institution Action Shares
National Wealth Management Group, LLC BUY 2,646
BAKER TILLY WEALTH MANAGEMENT, LLC BUY 19,022
Gemmer Asset Management LLC BUY 1,951
WELLS FARGO & COMPANY/MN BUY 1,776,642
GreatBanc Trust CO BUY 3,100
HFG Wealth Management, LLC BUY 3,170
CERTUITY, LLC BUY 4,112
American Wealth Advisors, LLC BUY 13
ORG Partners LLC BUY 164
Cloud Capital Management, LLC BUY 624
RW Investment Management LLC BUY 995
Advocacy Wealth Management, LLC BUY 1,305
TWO SIGMA INVESTMENTS, LP BUY 25,300
Guerra Advisors Inc BUY 38
Turning Point Benefit Group, Inc. BUY 259
Prospect Financial Services LLC BUY 1,116
Litman Gregory Wealth Management LLC BUY 971
Worth Asset Management, LLC BUY 5,288
Meridian Financial Advisors, LLC BUY 6,126
AIMZ Investment Advisors, LLC BUY 1,015
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