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$59.60 -0.57 (-0.95%) At close · Aug 14

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.

Holders: 117
Total Value: $1,122,099,826
Total Shares: 21,096,069

Institutional Ownership Trend

4 quarters

Holder Concentration

Across 117 13F filers · Δ vs Mar 31, 2026
Top Holder
36.0%
Sep 2025 → Jun 2026 · range 0.0% – 36.0%
+13.4 pts
Top 5
59.4%
Sep 2025 → Jun 2026 · range 0.0% – 59.4%
+13.3 pts
Top 10
70.8%
Sep 2025 → Jun 2026 · range 0.0% – 70.8%
+15.1 pts
HHI
1,487
Sep 2025 → Jun 2026 · range 0 – 1,487
Broadly held+768

Quarterly Activity

vs Mar 31, 2026
New
10
Increased
23
Decreased
67
Sold Out
351
Unchanged
17
Holder count: -341
Institutional value: -60.0%
Shares held: -60.3%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Large OSAIC HOLDINGS, INC. +195,749 1,046,555
Mega BANK OF AMERICA CORP /DE/ +121,613 1,283,026
Mega AQR CAPITAL MANAGEMENT LLC +59,941 82,283
Large Pathstone Holdings, LLC +43,411 67,945
Large Quantinno Capital Management LP +41,130 169,531

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Small Financial Engines Advisors L.L.C. −4,821,091 496,188
Large BROWN BROTHERS HARRIMAN & CO −4,409,156 7,584,909
Mega FRANKLIN RESOURCES INC −506,626 1,636,808
Large BROWN ADVISORY INC −234,848 984,156
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP −160,831 15,548

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Small FLOW TRADERS U.S. LLC 406,918 $21,643,968
Mega JANE STREET GROUP, LLC 76,204 $4,053,290
Small Elequin Capital, LP 30,334 $1,613,465
Mid Ameritas Advisory Services, LLC 14,957 $795,562
Mid CreativeOne Wealth, LLC 10,382 $552,218

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Mid AlTi Global, Inc. 3,127,633 $165,295,404
Mega LPL Financial LLC 1,907,606 $100,816,977
Large Cambridge Investment Research Advisors, Inc. 954,005 $50,419,164
Small Chemistry Wealth Management LLC 892,017 $47,143,098
Small Montis Financial, LLC 807,998 $42,702,694
Filter: New 10 Increased 23 Reduced 67 Sold out 351 Unchanged 17
Showing 100 of 117
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
BROWN BROTHERS HARRIMAN & CO $403,441,309 35.95% 7,584,909
FRANKLIN RESOURCES INC $87,061,815 7.76% 1,636,808
BANK OF AMERICA CORP /DE/ $68,244,151 6.08% 1,283,026
OSAIC HOLDINGS, INC. $55,666,259 4.96% 1,046,555
BROWN ADVISORY INC $52,347,257 4.67% 984,156
Corient Private Wealth LLC $29,131,151 2.60% 547,681
Financial Engines Advisors L.L.C. $26,392,239 2.35% 496,188
RAYMOND JAMES FINANCIAL INC $25,321,363 2.26% 476,055
WELLS FARGO & COMPANY/MN $24,884,887 2.22% 467,849
FLOW TRADERS U.S. LLC $21,643,968 1.93% 406,918
UBS Group AG $20,247,198 1.80% 380,658
Waverly Advisors, LLC $19,677,640 1.75% 369,950
MORGAN STANLEY $14,825,488 1.32% 278,727
Focus Partners Wealth $14,800,223 1.32% 278,252
ROYAL BANK OF CANADA $14,655,067 1.31% 275,523
Mariner, LLC $13,441,378 1.20% 252,705
FMR LLC $13,416,805 1.20% 252,243
Cresset Asset Management, LLC $13,059,527 1.16% 245,526
MERCER GLOBAL ADVISORS INC /ADV $10,361,465 0.92% 194,801
Stratos Wealth Partners, LTD. $10,044,452 0.90% 188,841
Cerity Partners LLC $9,317,770 0.83% 175,179
Quantinno Capital Management LP $9,017,353 0.80% 169,531
Arete Wealth Advisors, LLC $8,766,828 0.78% 164,821
Cetera Investment Advisers $8,548,643 0.76% 160,719
GTS SECURITIES LLC $7,419,792 0.66% 139,496
NBZ Investment Advisors LLC $6,937,092 0.62% 130,421
Rockefeller Capital Management L.P. $6,205,356 0.55% 116,664
MONETA GROUP INVESTMENT ADVISORS LLC $6,192,326 0.55% 116,419
Allworth Financial LP $6,054,511 0.54% 113,828
Creative Planning $5,721,435 0.51% 107,566
Steward Partners Investment Advisory, LLC $5,605,800 0.50% 105,392
Summit Trail Advisors, LLC $4,552,266 0.41% 85,585
AQR CAPITAL MANAGEMENT LLC $4,376,632 0.39% 82,283
IEQ CAPITAL, LLC $4,360,728 0.39% 81,984
STIFEL FINANCIAL CORP $4,327,697 0.39% 81,363
Sargent Investment Group, LLC $4,104,087 0.37% 77,159
Stratos Wealth Advisors, LLC $4,093,981 0.36% 76,969
JANE STREET GROUP, LLC $4,053,290 0.36% 76,204
Pathstone Holdings, LLC $3,613,994 0.32% 67,945
Vertex Planning Partners, LLC $3,395,011 0.30% 63,828
Annandale Capital, LLC $3,362,565 0.30% 63,218
Rockbridge Investment Management, LCC $3,317,460 0.30% 62,370
Wealthspire Advisors, LLC $3,086,775 0.28% 58,033
EP Wealth Advisors, LLC $2,907,259 0.26% 54,658
NewEdge Advisors, LLC $2,824,069 0.25% 53,094
BEACON INVESTMENT ADVISORS LLC $2,593,969 0.23% 48,768
Aptus Capital Advisors, LLC $2,572,002 0.23% 48,355
GUARDIAN WEALTH ADVISORS, LLC / NC $2,487,909 0.22% 46,774
Lafayette Investments, Inc. $2,330,945 0.21% 43,823
CAPTRUST FINANCIAL ADVISORS $2,090,473 0.19% 39,302
&PARTNERS $1,982,657 0.18% 37,275
JPMORGAN CHASE & CO $1,690,217 0.15% 31,777
CIBC Bancorp USA Inc. $1,672,505 0.15% 31,444
Elequin Capital, LP $1,613,465 0.14% 30,334
Circle Wealth Management, LLC $1,523,042 0.14% 28,634
Visionary Wealth Advisors $1,441,076 0.13% 27,093
Sound View Wealth Advisors Group, LLC $1,412,992 0.13% 26,565
Medallion Wealth Advisors, LLC $1,257,890 0.11% 23,649
Tradition Wealth Management, LLC $1,082,522 0.10% 20,352
MONECO ADVISORS, LLC $1,044,917 0.09% 19,645
IFG Advisory, LLC $1,027,364 0.09% 19,315
Qube Research & Technologies Ltd $960,717 0.09% 18,062
Evercore Wealth Management, LLC $904,389 0.08% 17,003
MAI Capital Management $895,293 0.08% 16,832
SUSQUEHANNA INTERNATIONAL GROUP, LLP $826,998 0.07% 15,548
Ameritas Advisory Services, LLC $795,562 0.07% 14,957
Integrated Wealth Concepts LLC $793,275 0.07% 14,914
Summit Financial, LLC $790,137 0.07% 14,855
HALL CAPITAL MANAGEMENT CO INC $761,733 0.07% 14,321
ODonnell Financial Services, LLC $729,500 0.07% 13,715
Empower Advisory Group, LLC $724,500 0.06% 13,621
Gunpowder Capital Management, LLC dba Oliver Wealth Management $657,481 0.06% 12,361
Modern Wealth Management, LLC $646,045 0.06% 12,146
Hilltop Holdings Inc. $589,983 0.05% 11,092
World Investment Advisors $553,495 0.05% 10,406
CreativeOne Wealth, LLC $552,218 0.05% 10,382
TRUSTMARK BANK TRUST DEPARTMENT $548,920 0.05% 10,320
Topsail Wealth Management, LLC $544,080 0.05% 10,229
AMERIFLEX GROUP, INC. $540,835 0.05% 10,168
ELEVATION POINT WEALTH PARTNERS, LLC $525,889 0.05% 9,887
Sanctuary Advisors, LLC $524,506 0.05% 9,861
STOCK YARDS BANK & TRUST CO $518,708 0.05% 9,752
GOLDMAN SACHS GROUP INC $507,698 0.05% 9,545
Baird Financial Group, Inc. $498,762 0.04% 9,377
TWO SIGMA SECURITIES, LLC $475,518 0.04% 8,940
StoneX Group Inc. $455,253 0.04% 8,559
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $454,774 0.04% 8,550
Prosperity Consulting Group, LLC $438,977 0.04% 8,253
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $438,604 0.04% 8,246
US BANCORP \DE\ $410,467 0.04% 7,717
Private Wealth Asset Management, LLC $401,158 0.04% 7,542
Destination Wealth Management $391,797 0.03% 7,366
SNS Financial Group, LLC $388,818 0.03% 7,310
Elevation Advisory Partners LLC $350,149 0.03% 6,583
Thrivent Financial for Lutherans $306,959 0.03% 5,771
AMERIPRISE FINANCIAL INC $293,288 0.03% 5,514
NORTHERN TRUST CORP $290,470 0.03% 5,461
KCM INVESTMENT ADVISORS LLC $289,991 0.03% 5,452
Strategic Wealth Partners, Ltd. $289,672 0.03% 5,446
BANK OF MONTREAL /CAN/ $288,767 0.03% 5,429
Key facts CIK 811030 CUSIP 74316P579 13F (30d) 117 filings 117 filers Visit website

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