Market Analysis

Real-time market data and insights.

Institutional Ownership

Q3 2025
Last Updated: 2026-05-10
0.00%
Inst. Ownership
417
Total Institutions
+186
Increased Positions
-154
Decreased Positions
BlackRock Inc. Position
4,898
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/ 1,857,948 $370,604,806 0.00%
MORGAN STANLEY 1,138,537 $227,104,268 0.00%
UBS Group AG 636,014 $126,865,713 0.00%
LPL Financial LLC 596,746 $119,032,999 0.00%
Cetera Investment Advisers 523,094 $104,341,738 0.00%
JPMORGAN CHASE & CO 512,605 $102,249,434 0.00%
JPMORGAN CHASE & CO 512,605 $102,249,434 0.00%
Corient Private Wealth LLC 384,109 $76,618,140 0.00%
AMERIPRISE FINANCIAL INC 355,454 $70,909,000 0.00%
Pathstone Holdings, LLC 345,805 $68,977,799 0.00%
RAYMOND JAMES FINANCIAL INC 320,771 $63,984,177 0.00%
OSAIC HOLDINGS, INC. 315,856 $62,768,724 0.00%
Shakespeare Wealth Management, LLC 272,220 $54,299,815 0.00%
WELLS FARGO & COMPANY/MN 240,254 $47,923,547 0.00%
Stordahl Capital Management, Inc. 237,809 $47,435,696 0.00%
HighTower Advisors, LLC 220,220 $43,927,179 0.00%
PRUDENTIAL FINANCIAL INC 163,700 $32,653,239 0.00%
ENVESTNET ASSET MANAGEMENT INC 162,676 $32,448,987 0.00%
OneDigital Investment Advisors LLC 148,415 $29,604,265 0.00%
Grant Street Asset Management, Inc. 148,281 $29,577,674 0.00%
Recent Institutional Activity
Institution Action Shares
Prospera Financial Services Inc BUY 12,951
Evernest Financial Advisors, LLC BUY 2,180
ROYAL BANK OF CANADA BUY 91,737
Maia Wealth LLC BUY 1,011
COMMERCE BANK BUY 1,275
Turtle Creek Wealth Advisors, LLC BUY 3,751
Plante Moran Financial Advisors, LLC BUY 247
SAGESPRING WEALTH PARTNERS, LLC BUY 1,017
FOUNDERS FINANCIAL SECURITIES LLC BUY 1,012
Cadence Bank BUY 1,009
Capital Analysts, LLC BUY 234
Tripletail Wealth Management, LLC BUY 10
WELLS FARGO & COMPANY/MN BUY 240,254
McIlrath & Eck, LLC BUY 120
A4 Wealth Advisors LLC BUY 2,033
ORG Wealth Partners, LLC BUY 1,130
CHAPIN DAVIS, INC. BUY 1,047
FLORIDA FINANCIAL ADVISORS, LLC BUY 1,318
Caprock Group, LLC BUY 21,518
XTX Topco Ltd BUY 2,396
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