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$41.28 -0.01 (-0.02%) 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: 136
Total Value: $5,441,026,454
Total Shares: 128,612,715

Institutional Ownership Trend

19 quarters

Holder Concentration

Across 136 13F filers · Δ vs Mar 31, 2026
Top Holder
19.3%
Sep 2023 → Jun 2026 · range 11.7% – 19.3%
+7.5 pts
Top 5
56.4%
Sep 2023 → Jun 2026 · range 38.7% – 56.4%
+17.5 pts
Top 10
78.8%
Sep 2023 → Jun 2026 · range 55.8% – 78.8%
+21.1 pts
HHI
860
Sep 2023 → Jun 2026 · range 439 – 860
Broadly held+421

Quarterly Activity

vs Mar 31, 2026
New
23
Increased
72
Decreased
28
Sold Out
300
Unchanged
13
Holder count: -277
Institutional value: -19.0%
Shares held: -36.1%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Mega WELLS FARGO & COMPANY/MN +1,545,812 8,781,261
Mega RAYMOND JAMES FINANCIAL INC +1,325,876 14,975,499
Mid Capital Group Private Client Services, Inc. +1,131,734 24,774,736
Mega MORGAN STANLEY +1,096,277 13,059,538
Large JONES FINANCIAL COMPANIES LLLP +1,033,853 6,460,417

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Mega JANE STREET GROUP, LLC −600,000 360,000
Mega JPMORGAN CHASE & CO −307,993 824,739
Large &PARTNERS −138,756 1,805,738
Mid Summit Financial, LLC −126,615 74,106
Mega BANK OF AMERICA CORP /DE/ −117,211 3,892,017

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Large NewEdge Advisors, LLC 1,713,417 $72,528,941
Small MCF Advisors LLC 577,700 $24,454,041
Large MARSHALL WACE, LLP 260,704 $11,035,600
Large BROWN ADVISORY INC 95,132 $4,026,937
Mega GOLDMAN SACHS GROUP INC 89,753 $3,799,244

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Mega LPL Financial LLC 16,997,437 $567,204,472
Mega ENVESTNET ASSET MANAGEMENT INC 12,066,556 $402,660,973
Micro Forge Financial Services LLC 5,827,389 $194,459,970
Large COMMONWEALTH EQUITY SERVICES, LLC 5,560,105 $185,540,703
Large Cambridge Investment Research Advisors, Inc. 3,360,867 $112,152,131
Filter: New 23 Increased 72 Reduced 28 Sold out 300 Unchanged 13
Showing 100 of 136
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Capital Group Private Client Services, Inc. $1,048,714,574 19.27% 24,774,736
RAYMOND JAMES FINANCIAL INC $633,912,871 11.65% 14,975,499
MORGAN STANLEY $552,810,242 10.16% 13,059,538
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $456,982,023 8.40% 10,795,701
Cetera Investment Advisers $374,127,821 6.88% 8,838,361
WELLS FARGO & COMPANY/MN $371,710,777 6.83% 8,781,261
JONES FINANCIAL COMPANIES LLLP $273,469,450 5.03% 6,460,417
UBS Group AG $203,247,028 3.74% 4,801,489
OSAIC HOLDINGS, INC. $202,453,679 3.72% 4,782,747
ROYAL BANK OF CANADA $169,196,859 3.11% 3,997,091
BANK OF AMERICA CORP /DE/ $164,749,076 3.03% 3,892,017
SEI INVESTMENTS CO $92,349,371 1.70% 2,181,653
&PARTNERS $76,436,889 1.40% 1,805,738
NewEdge Advisors, LLC $72,528,941 1.33% 1,713,417
Baird Financial Group, Inc. $60,896,021 1.12% 1,438,602
STIFEL FINANCIAL CORP $52,776,661 0.97% 1,246,791
Focus Partners Wealth $51,972,647 0.96% 1,227,797
SUSQUEHANNA INTERNATIONAL GROUP, LLP $47,537,605 0.87% 1,123,024
CAPTRUST FINANCIAL ADVISORS $40,296,424 0.74% 951,959
JPMORGAN CHASE & CO $34,911,199 0.64% 824,739
MCF Advisors LLC $24,454,041 0.45% 577,700
Integrated Wealth Concepts LLC $23,395,410 0.43% 552,691
Corient Private Wealth LLC $21,236,029 0.39% 501,678
HARBOUR INVESTMENTS, INC. $20,535,129 0.38% 485,120
NATIXIS ADVISORS, LLC $19,073,136 0.35% 450,582
Vestmark Advisory Solutions, Inc. $15,816,561 0.29% 373,649
Compton Financial Group, LLC $15,614,521 0.29% 368,876
JANE STREET GROUP, LLC $15,238,800 0.28% 360,000
BNB Wealth Management, LLC $14,288,279 0.26% 337,545
MAI Capital Management $13,840,343 0.25% 326,963
Steward Partners Investment Advisory, LLC $13,366,501 0.25% 315,769
MARSHALL WACE, LLP $11,035,600 0.20% 260,704
Mutual Advisors, LLC $10,371,400 0.19% 245,013
Carson Advisory Inc. $10,278,231 0.19% 242,812
Smartleaf Asset Management LLC $10,187,730 0.19% 240,674
Michael Brady & Co., LLC $9,973,455 0.18% 235,612
PEAPACK GLADSTONE FINANCIAL CORP $9,862,212 0.18% 232,984
Kera Capital Partners, Inc. $9,743,138 0.18% 230,171
CITADEL ADVISORS LLC $9,682,013 0.18% 228,727
Ameritas Advisory Services, LLC $9,226,500 0.17% 217,966
OneAscent Financial Services LLC $9,219,600 0.17% 217,803
Orion Porfolio Solutions, LLC $8,075,251 0.15% 190,769
SMITH, MOORE & CO. $7,852,807 0.14% 185,514
Perennial Investment Advisors, LLC $7,126,086 0.13% 168,346
Hopwood Nicholas Hunter $6,728,819 0.12% 158,961
Rockefeller Capital Management L.P. $6,064,915 0.11% 143,277
Entruity Wealth, LLC $5,526,054 0.10% 130,547
CVFG LLC $5,104,786 0.09% 120,595
ENDEAVOR PRIVATE WEALTH, INC. $5,038,836 0.09% 119,037
Mariner, LLC $4,955,488 0.09% 117,068
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $4,913,624 0.09% 116,079
Stratos Wealth Partners, LTD. $4,398,848 0.08% 103,918
BROWN ADVISORY INC $4,026,937 0.07% 95,132
GOLDMAN SACHS GROUP INC $3,799,244 0.07% 89,753
Vise Technologies, Inc. $3,760,046 0.07% 88,827
World Investment Advisors $3,673,355 0.07% 86,779
Tradition Wealth Management, LLC $3,491,928 0.06% 82,493
Greykasell Wealth Strategies, Inc. $3,462,847 0.06% 81,806
BROWN BROTHERS HARRIMAN & CO $3,357,657 0.06% 79,321
Summit Financial, LLC $3,136,906 0.06% 74,106
THOROUGHBRED FINANCIAL SERVICES, LLC $3,088,185 0.06% 72,955
IFG Advisory, LLC $2,986,931 0.05% 70,563
Blueprint Financial Advisors LLC $2,907,139 0.05% 68,678
Strategic Family Wealth Counselors, L.L.C. $2,881,911 0.05% 68,082
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2,858,502 0.05% 67,529
Evergreen Wealth Partners LLC $2,708,104 0.05% 63,976
Rather & Kittrell, Inc. $2,604,437 0.05% 61,527
VestGen Advisors, LLC $2,422,080 0.04% 57,219
KINTRA WEALTH, LLC $2,408,238 0.04% 56,892
EP Wealth Advisors, LLC $2,313,715 0.04% 54,659
Modern Wealth Management, LLC $2,225,796 0.04% 52,582
Advance Capital Management, Inc. $2,207,509 0.04% 52,150
44 WEALTH MANAGEMENT LLC $2,206,789 0.04% 52,133
SWEENEY & MICHEL, LLC $2,190,196 0.04% 51,741
Creative Planning $2,141,051 0.04% 50,580
Western Wealth Management, LLC $1,590,168 0.03% 37,566
Sanctuary Advisors, LLC $1,570,104 0.03% 37,092
Cerity Partners LLC $1,489,719 0.03% 35,193
LEGACY CAPITAL WEALTH MANAGEMENT, LLC $1,469,189 0.03% 34,708
IHT Wealth Management, LLC $1,351,004 0.02% 31,916
Advyzon Investment Management, LLC $1,300,376 0.02% 30,720
MSH Capital Advisors LLC $1,186,255 0.02% 28,024
RENAISSANCE TECHNOLOGIES LLC $1,111,501 0.02% 26,258
AMERIPRISE FINANCIAL INC $1,042,206 0.02% 24,621
AQR CAPITAL MANAGEMENT LLC $912,846 0.02% 21,565
Waverly Advisors, LLC $891,893 0.02% 21,070
TUDOR INVESTMENT CORP ET AL $879,998 0.02% 20,789
Merited Wealth, LLC $855,446 0.02% 20,209
Regal Investment Advisors LLC $838,134 0.02% 19,800
Visionary Wealth Advisors $822,852 0.02% 19,439
MERCER GLOBAL ADVISORS INC /ADV $789,920 0.01% 18,661
Stratos Wealth Advisors, LLC $783,993 0.01% 18,521
CreativeOne Wealth, LLC $753,939 0.01% 17,811
Financial Security Advisor, Inc. $681,555 0.01% 16,101
Synergy Investment Management, LLC $572,513 0.01% 13,525
Quantinno Capital Management LP $563,454 0.01% 13,311
BRIGHTON JONES LLC $532,299 0.01% 12,575
M Holdings Securities, Inc. $530,987 0.01% 12,544
US BANCORP \DE\ $476,974 0.01% 11,268
Troutman Wealth Management, LLC $469,397 0.01% 11,089
Key facts CIK 1870116 CUSIP 14020X104 13F (30d) 138 filings 136 filers

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