Market Analysis

Real-time market data and insights.

Institutional Ownership

Q3 2025
Last Updated: 2026-05-11
0.00%
Inst. Ownership
637
Total Institutions
+311
Increased Positions
-194
Decreased Positions
BlackRock Inc. Position
333
Shares
0.00%
Ownership

Average PPS: $0.00 Prev Qtr: 0.00%
Vanguard Group Inc. Position
520
Shares
0.00%
Ownership

Average PPS: $0.00 Prev Qtr: 0.00%
Top Institutional Holders
Institution Shares Value Change
JPMORGAN CHASE & CO 2,212,706 $963,545,292 0.00%
JPMORGAN CHASE & CO 2,212,706 $963,545,292 0.00%
MORGAN STANLEY 832,993 $362,736,258 0.00%
BANK OF AMERICA CORP /DE/ 658,120 $286,585,103 0.00%
UBS Group AG 629,616 $274,172,583 0.00%
LPL Financial LLC 566,589 $246,726,773 0.00%
ENVESTNET ASSET MANAGEMENT INC 346,614 $150,936,649 0.00%
AMERIPRISE FINANCIAL INC 304,491 $132,594,528 0.00%
Corient Private Wealth LLC 239,987 $104,504,784 0.00%
TD PRIVATE CLIENT WEALTH LLC 231,740 $100,913,538 0.00%
WELLS FARGO & COMPANY/MN 196,039 $85,367,348 0.00%
Stenger Family Office, LLC 195,024 $13,749,206 0.00%
OSAIC HOLDINGS, INC. 193,211 $82,577,437 0.00%
Arista Wealth Management, LLC 186,404 $81,171,692 0.00%
Mariner, LLC 171,427 $74,649,884 0.00%
RAYMOND JAMES FINANCIAL INC 150,720 $65,632,536 0.00%
Focus Partners Wealth 138,444 $60,296,246 0.00%
Joel Isaacson & Co., LLC 137,787 $60,000,521 0.00%
Cerity Partners LLC 107,213 $46,687,525 0.00%
Equitable Holdings, Inc. 104,194 $45,372,319 0.00%
Recent Institutional Activity
Institution Action Shares
Heritage Financial Services, LLC BUY 464
Essex Bank BUY 4,570
FINANCIAL CONSULATE, INC BUY 100
Triumph Capital Management BUY 1
WBH ADVISORY INC BUY 466
QUADRANT CAPITAL GROUP LLC BUY 74
Capital Analysts, LLC BUY 115
LifeGoal Investments, LLC BUY 687
Sandbox Financial Partners, LLC BUY 477
Waverly Advisors, LLC BUY 873
Lansing Street Advisors BUY 2,033
Sterling Investment Counsel, LLC BUY 1,536
Great Point Wealth Advisors, LLC BUY 485
Investment Research & Advisory Group, Inc. BUY 14
WELLS FARGO & COMPANY/MN BUY 196,039
Truepoint, Inc. BUY 663
SBI Securities Co., Ltd. BUY 2,648
Corsicana & Co. BUY 30
Ashton Thomas Private Wealth, LLC BUY 734
Tradewinds, LLC. BUY 1,402
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