Market Analysis

Real-time market data and insights.

Institutional Ownership

Q3 2025
Last Updated: 2026-04-13
0.00%
Inst. Ownership
3,226
Total Institutions
+1553
Increased Positions
-1374
Decreased Positions
BlackRock Inc. Position
410,570
Shares
0.00%
Ownership

Average PPS: $0.00 Prev Qtr: 0.00%
Vanguard Group Inc. Position
7,332
Shares
0.00%
Ownership

Average PPS: $0.00 Prev Qtr: 0.00%
Top Institutional Holders
Institution Shares Value Change
VANGUARD GROUP INC 60,330,111 $19,798,531,347 0.00%
Rakuten Investment Management, Inc. 47,479,738 $15,530,622,299 0.00%
Betterment LLC 25,782,400 $8,461,010 0.00%
Wealthfront Advisers LLC 17,862,011 $5,861,776,175 0.00%
BANK OF AMERICA CORP /DE/ 13,942,112 $4,575,382,832 0.00%
MORGAN STANLEY 13,805,600 $4,530,584,480 0.00%
LPL Financial LLC 13,801,841 $4,529,350,264 0.00%
WealthNavi Inc. 12,362,762 $4,057,088 0.00%
NORTHERN TRUST CORP 9,528,493 $3,126,965,548 0.00%
HB Wealth Management, LLC 8,551,906 $2,680,740,261 0.00%
Creative Planning 6,204,269 $2,036,055,066 0.00%
Wellspring Financial Advisors, LLC 6,173,344 $60,962,561 0.00%
Ballentine Partners, LLC 6,081,724 $1,995,839,470 0.00%
ENVESTNET ASSET MANAGEMENT INC 5,799,986 $1,903,381,351 0.00%
WELLS FARGO & COMPANY/MN 5,642,393 $1,851,663,968 0.00%
JPMORGAN CHASE & CO 5,032,532 $1,651,526,897 0.00%
JPMORGAN CHASE & CO 5,032,532 $1,651,526,897 0.00%
Forvis Mazars Wealth Advisors, LLC 4,710,363 $1,545,800,446 0.00%
UBS Group AG 4,089,946 $1,342,197,579 0.00%
NISSAY ASSET MANAGEMENT CORP /JAPAN 3,663,005 $1,202,088,351 0.00%
Recent Institutional Activity
Institution Action Shares
RETIREMENT PLANNING GROUP, LLC / NY BUY 1,155
Kassira Wealth Management LLC BUY 6,679
Wealth Watch Advisors, INC BUY 95
NerdWallet Wealth Partners, LLC BUY 38,539
Keeler Thomas Management LLC BUY 2,797
TORONTO DOMINION BANK BUY 3,860
Pathway Financial Advisers, LLC BUY 234
Siligmueller & Norvid Wealth Advisors LLC BUY 49,044
HORIZON FINANCIAL SERVICES, LLC BUY 7
Balance Wealth, LLC BUY 770
Blossom Wealth Management BUY 633
POM Investment Strategies, LLC BUY 250
QUADRANT CAPITAL GROUP LLC BUY 60,981
MANNING & NAPIER ADVISORS LLC BUY 54,561
Prospera Financial Services Inc BUY 85,947
Vawter Financial, Ltd. BUY 6,327
Glenview Trust Co BUY 58,930
Olde Wealth Management, LLC BUY 833
Revere Asset Management, Inc BUY 941
Uniting Wealth Partners, LLC BUY 678
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