Market Analysis

Real-time market data and insights.

Institutional Ownership

Q3 2025
Last Updated: 2026-05-10
0.00%
Inst. Ownership
610
Total Institutions
+301
Increased Positions
-241
Decreased Positions
BlackRock Inc. Position
19,192
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/ 27,317,912 $2,672,238,120 0.00%
MORGAN STANLEY 8,618,874 $843,098,343 0.00%
NATIXIS ADVISORS, LLC 5,579,871 $545,823 0.00%
US BANCORP \DE\ 4,901,587 $479,482,306 0.00%
NEOS Investment Management LLC 3,508,850 $343,235,707 0.00%
WELLS FARGO & COMPANY/MN 3,470,957 $339,528,971 0.00%
Envestnet Portfolio Solutions, Inc. 3,061,332 $299,459,448 0.00%
JONES FINANCIAL COMPANIES LLLP 2,089,493 $203,872,963 0.00%
GOLDMAN SACHS GROUP INC 1,949,412 $190,691,475 0.00%
UBS Group AG 1,598,832 $156,397,746 0.00%
JPMORGAN CHASE & CO 1,587,047 $155,245,026 0.00%
JPMORGAN CHASE & CO 1,587,047 $155,245,026 0.00%
STIFEL FINANCIAL CORP 1,453,437 $142,177,184 0.00%
LPL Financial LLC 953,784 $93,299,126 0.00%
PKS Advisory Services, LLC 725,657 $2,509,749 0.00%
RAYMOND JAMES FINANCIAL INC 618,492 $60,500,926 0.00%
AMERIPRISE FINANCIAL INC 580,879 $56,878,650 0.00%
ENVESTNET ASSET MANAGEMENT INC 555,608 $54,349,562 0.00%
EVOKE WEALTH, LLC 489,987 $47,930,618 0.00%
Venturi Wealth Management, LLC 482,012 $47,150,418 0.00%
Recent Institutional Activity
Institution Action Shares
Keystone Financial Group BUY 1,767
Peregrine Asset Advisers, Inc. BUY 2,268
Orion Porfolio Solutions, LLC BUY 2,473
M3 Advisory Group, LLC BUY 6,379
Guerra Advisors Inc BUY 1,347
Richardson Capital Management LLC BUY 113
Sequoia Financial Advisors, LLC BUY 2,215
UBS Group AG BUY 1,598,832
Northside Capital Management, LLC BUY 2,134
Financial Life Planners BUY 88
FLP Wealth Management, LLC BUY 7,239
Steigerwald, Gordon & Koch Inc. BUY 410
Politan Capital Management LP BUY 32,315
Inman Jager Wealth Management, LLC BUY 2,132
FIRST NATIONAL BANK OF OMAHA BUY 3,483
Capital Square, LLC BUY 3,054
Prospera Financial Services Inc BUY 12,193
BESSEMER GROUP INC BUY 21,831
POWER WEALTH MANAGEMENT LLC BUY 2,354
Allspring Global Investments Holdings, LLC BUY 247
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