Market Analysis

Real-time market data and insights.

Institutional Ownership

Q3 2025
Last Updated: 2026-05-10
0.00%
Inst. Ownership
2,548
Total Institutions
+1437
Increased Positions
-945
Decreased Positions
BlackRock Inc. Position
314,162
Shares
0.00%
Ownership

Average PPS: $0.00 Prev Qtr: 0.00%
Vanguard Group Inc. Position
28,476
Shares
0.00%
Ownership

Average PPS: $0.00 Prev Qtr: 0.00%
Top Institutional Holders
Institution Shares Value Change
BANK OF AMERICA CORP /DE/ 201,469,962 $12,072,080,115 0.00%
Betterment LLC 137,447,739 $8,235,869 0.00%
Creative Planning 128,084,556 $7,674,826,567 0.00%
ENVESTNET ASSET MANAGEMENT INC 82,836,571 $4,963,567,360 0.00%
WELLS FARGO & COMPANY/MN 63,486,145 $3,804,089,805 0.00%
MORGAN STANLEY 62,840,401 $3,765,396,955 0.00%
Wealthfront Advisers LLC 58,309,968 $3,493,933,279 0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 58,128,458 $3,483,057,215 0.00%
JONES FINANCIAL COMPANIES LLLP 51,311,775 $3,049,419,343 0.00%
NORTHERN TRUST CORP 48,969,182 $2,934,233,386 0.00%
WealthNavi Inc. 48,797,610 $2,923,953 0.00%
ROYAL BANK OF CANADA 41,516,998 $2,487,698,000 0.00%
MERCER GLOBAL ADVISORS INC /ADV 33,413,896 $2,002,156,566 0.00%
Mariner, LLC 31,736,615 $1,901,564,947 0.00%
GOLDMAN SACHS GROUP INC 28,729,575 $1,721,476,133 0.00%
CAPTRUST FINANCIAL ADVISORS 28,540,802 $1,710,159,974 0.00%
LPL Financial LLC 28,451,306 $1,704,802,174 0.00%
UBS Group AG 27,892,513 $1,671,319,379 0.00%
SEI INVESTMENTS CO 25,836,401 $1,548,121,126 0.00%
Wealthspire Advisors, LLC 25,074,822 $1,502,483,278 0.00%
Recent Institutional Activity
Institution Action Shares
Steigerwald, Gordon & Koch Inc. BUY 2,009
ROCKLAND TRUST CO BUY 57,400
Red Door Wealth Management, LLC BUY 3,796
Abich Financial Wealth Management LLC BUY 1,266
Bernard Wealth Management Corp. BUY 19
M Holdings Securities, Inc. BUY 34,723
Collier Financial BUY 941
COOKSON PEIRCE & CO INC BUY 3,466
MARSHALL INVESTMENT MANAGEMENT, LLC BUY 3,444
Cromwell Holdings LLC BUY 18,000
STEINBERGANNA WEALTH MANAGEMENT BUY 20,627
J HAGAN CAPITAL, INC. BUY 6,451
PFG Advisors BUY 56,153
TRAPHAGEN INVESTMENT ADVISORS LLC BUY 3,997
MUIRFIELD WEALTH ADVISORS LLC BUY 4,325
American National Bank of Texas BUY 7,387
G&S Capital LLC BUY 3,424
Cardinal Point Capital Management ULC BUY 5,493
Patten Group, Inc. BUY 8,099
RESOURCES MANAGEMENT CORP /CT/ /ADV BUY 16,218
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