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$379.73 -1.20 (-0.32%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 23
Total Value: $1,043,853,595
Total Shares: 2,820,921

Institutional Ownership Trend

21 quarters

Holder Concentration

Across 23 13F filers · Δ vs Mar 31, 2026
Top Holder
66.5%
Sep 2023 → Jun 2026 · range 45.6% – 100.0%
+10.8 pts
Top 5
97.7%
Sep 2023 → Jun 2026 · range 95.1% – 100.0%
+2.2 pts
Top 10
99.1%
Sep 2023 → Jun 2026 · range 99.1% – 100.0%
−0.1 pts
HHI
5,204
Sep 2023 → Jun 2026 · range 2,926 – 10,000
Highly concentrated+1,599

Quarterly Activity

vs Mar 31, 2026
New
16
Increased
4
Decreased
2
Sold Out
8
Unchanged
1
Holder count: +8
Institutional value: +399.0%
Shares held: +332.7%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Range Advisory, LLC +8,588 61,835
TUCKER ASSET MANAGEMENT LLC +95 1,653
MLG Wealth Management DBA Pine Grove Financial Group +80 1,542
Kingsbury Capital Investment Advisors LLC +1 993

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Principia Wealth Advisory, LLC −313 165
Advus Financial Partners, LLC −87 20,663

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 1,874,723 $693,722,497
CITADEL ADVISORS LLC 788,400 $291,739,536
HORAN Wealth, LLC 10,463 $3,871,728
Financial Insights, Inc. 9,035 $3,343,311
Strategic Financial Services, Inc. 8,911 $3,297,426

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Provida Pension Fund Administrator 362,993 $116,451,784
M&T Bank Corp 112,404 $36,060,326
Dakota Wealth Management 73,426 $23,555,795
BOSTON RESEARCH & MANAGEMENT INC 12,380 $3,971,627
Pandowealth. LLC 5,208 $1,670,778
Filter: New 16 Increased 4 Reduced 2 Sold out 8 Unchanged 1
Showing 24 of 24
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC VTI $693,722,497 66.46% 1,874,723
CITADEL ADVISORS LLC VTI $235,567,464 22.57% 636,600
CITADEL ADVISORS LLC VTI $56,172,072 5.38% 151,800
Range Advisory, LLC VTI $22,881,423 2.19% 61,835
Advus Financial Partners, LLC VTI $7,646,136 0.73% 20,663
HORAN Wealth, LLC VTI $3,871,728 0.37% 10,463
Financial Insights, Inc. VTI $3,343,311 0.32% 9,035
Strategic Financial Services, Inc. VTI $3,297,426 0.32% 8,911
Parkside Financial Bank & Trust VTI $3,023,596 0.29% 8,171
Allianz Asset Management GmbH VTI $2,516,272 0.24% 6,800
Kinetic Wealth Investment Advisors LLC VTI $2,374,176 0.23% 6,416
Wellington Grp LLC VTI $1,778,042 0.17% 4,805
BROWN, LISLE/CUMMINGS, INC. VTI $1,721,056 0.16% 4,651
Cornerstone Financial Management LLC VTI $1,122,701 0.11% 3,034
TOBIAS FINANCIAL ADVISORS, INC. VTI $865,523 0.08% 2,339
ANCHOR CAPITAL ADVISORS LLC VTI $682,723 0.07% 1,845
TUCKER ASSET MANAGEMENT LLC VTI $611,676 0.06% 1,653
January Capital Advisors LLC VTI $606,495 0.06% 1,639
MLG Wealth Management DBA Pine Grove Financial Group VTI $570,601 0.05% 1,542
Second Line Capital, LLC VTI $451,078 0.04% 1,219
Kingsbury Capital Investment Advisors LLC VTI $367,449 0.04% 993
Schulz Wealth, LTD. VTI $333,776 0.03% 902
Alternative Investment Advisors, LLC. VTI $265,318 0.03% 717
Principia Wealth Advisory, LLC VTI $61,056 0.01% 165