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$48.04 +0.15 (+0.31%) At close · Aug 27

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: 166
Total Value: $4,531,156,440
Total Shares: 72,953,736
Showing 1–100 of 166 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 166 13F filers · Δ vs Mar 31, 2026
Top Holder
25.5%
Sep 2023 → Jun 2026 · range 14.4% – 31.8%
+1.7 pts
Top 5
58.9%
Sep 2023 → Jun 2026 · range 45.5% – 66.6%
+5.2 pts
Top 10
70.7%
Sep 2023 → Jun 2026 · range 61.0% – 77.3%
+5.0 pts
HHI
1,024
Sep 2023 → Jun 2026 · range 549 – 1,397
Broadly held+150

Quarterly Activity

vs Mar 31, 2026
New
42
Increased
67
Decreased
39
Sold Out
142
Unchanged
18
Holder count: -100
Institutional value: +9.1%
Shares held: -12.1%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Storgate, LLC +662,468 1,274,528
LPL Financial LLC +445,830 709,073
PNC FINANCIAL SERVICES GROUP, INC. +284,410 934,434
MORGAN STANLEY +243,367 1,817,581
MML INVESTORS SERVICES, LLC +231,093 1,253,451

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
FMR LLC −1,142,511 18,629,104
Mariner, LLC −149,500 11,270
Dynasty Wealth Management, LLC −131,540 7,054,864
SAGESPRING WEALTH PARTNERS, LLC −127,875 5,514,169
JPMORGAN CHASE & CO −79,800 8,909,063

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
GR FINANCIAL GROUP, LLC 1,598,116 $99,258,984
Thrivent Financial for Lutherans 1,244,016 $77,265,833
GREAT VALLEY ADVISOR GROUP, INC. 274,340 $17,039,257
New England Private Wealth Advisors LLC 117,234 $7,281,403
SMART Wealth LLC 79,452 $4,934,763

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
COMMONWEALTH EQUITY SERVICES, LLC 2,901,363 $145,416,313
CWM, LLC 2,412,385 $120,908,736
KFA Private Wealth Group, LLC 1,050,372 $52,644,644
Goodwin Investment Advisory 836,772 $41,938,954
RFG Advisory, LLC 663,672 $33,263,240
Filter: New 42 Increased 67 Reduced 39 Sold out 142 Unchanged 18
Showing 100 of 166
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
FMR LLC $1,157,053,648 25.54% 18,629,104
JPMORGAN CHASE & CO $553,341,900 12.21% 8,909,063
Dynasty Wealth Management, LLC $438,177,603 9.67% 7,054,864
SAGESPRING WEALTH PARTNERS, LLC $342,485,036 7.56% 5,514,169
ENVESTNET ASSET MANAGEMENT INC $177,579,259 3.92% 2,859,109
HUNTINGTON NATIONAL BANK $118,426,999 2.61% 1,906,730
MORGAN STANLEY $112,889,955 2.49% 1,817,581
Cetera Investment Advisers $102,693,419 2.27% 1,653,412
BANK OF AMERICA CORP /DE/ $100,461,619 2.22% 1,617,479
GR FINANCIAL GROUP, LLC $99,258,984 2.19% 1,598,116
OneDigital Investment Advisors LLC $97,319,662 2.15% 1,566,892
WELLS FARGO & COMPANY/MN $80,606,171 1.78% 1,297,797
Storgate, LLC $79,160,934 1.75% 1,274,528
MML INVESTORS SERVICES, LLC $77,851,841 1.72% 1,253,451
Thrivent Financial for Lutherans $77,265,833 1.71% 1,244,016
PNC FINANCIAL SERVICES GROUP, INC. $58,037,695 1.28% 934,434
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $53,371,247 1.18% 859,302
UBS Group AG $52,471,831 1.16% 844,821
Portfolio Strategies, Inc. $52,162,151 1.15% 839,835
LPL Financial LLC $44,040,524 0.97% 709,073
Focus Partners Wealth $43,657,553 0.96% 702,907
Capital Analysts, LLC $35,901,690 0.79% 578,034
Advyzon Investment Management, LLC $32,688,741 0.72% 526,304
ACCREDITED INVESTOR SERVICES, LLC $29,065,989 0.64% 467,976
AssuredPartners Investment Advisors, LLC $26,327,373 0.58% 423,883
Keenan, LLC $23,778,130 0.52% 382,839
BG Investment Services, LLC $22,410,281 0.49% 360,816
Daybright Advisory Services, Inc. $21,064,792 0.46% 339,153
Arkadios Wealth Advisors $20,951,690 0.46% 337,332
OpenArc Corporate Advisory, LLC $20,602,756 0.45% 331,714
JONES FINANCIAL COMPANIES LLLP $20,565,987 0.45% 331,122
MAI Capital Management $20,409,283 0.45% 328,599
HighTower Advisors, LLC $18,782,188 0.41% 302,402
GREAT VALLEY ADVISOR GROUP, INC. $17,039,257 0.38% 274,340
&PARTNERS $16,463,994 0.36% 265,078
Salus Financial Advisors, LLC $13,950,464 0.31% 224,609
OSAIC HOLDINGS, INC. $13,835,374 0.31% 222,756
MITCHELL MCLEOD PUGH & WILLIAMS INC $12,670,315 0.28% 203,998
Janney Montgomery Scott LLC $10,336,967 0.23% 166,430
PRINCIPAL SECURITIES, INC. $10,316,098 0.23% 166,094
Keystone Wealth Services, LLC $9,919,463 0.22% 159,708
STIFEL FINANCIAL CORP $9,720,711 0.21% 156,508
MENORA MIVTACHIM HOLDINGS LTD. $8,463,729 0.19% 136,270
Broadleaf Partners, LLC $7,452,454 0.16% 119,988
Sigma Planning Corp $7,430,529 0.16% 119,635
Per Stirling Capital Management, LLC. $7,281,900 0.16% 117,242
New England Private Wealth Advisors LLC $7,281,403 0.16% 117,234
Dedeker Financial LLC $6,682,228 0.15% 107,587
Essex Financial Services, Inc. $6,594,777 0.15% 106,179
AE Wealth Management LLC $6,349,318 0.14% 102,227
HARBOUR INVESTMENTS, INC. $6,298,388 0.14% 101,407
PKS Advisory Services, LLC $6,004,422 0.13% 96,674
FIL Ltd $5,781,074 0.13% 93,078
Kingsview Wealth Management, LLC $5,519,094 0.12% 88,860
Bank of New York Mellon Corp $5,467,729 0.12% 88,033
Mutual Advisors, LLC $5,369,533 0.12% 86,452
SMART Wealth LLC $4,934,763 0.11% 79,452
Arax Advisory Partners $4,906,006 0.11% 78,989
Quotient Wealth Partners, LLC $4,825,574 0.11% 77,694
Rockefeller Capital Management L.P. $4,822,903 0.11% 77,651
Rollins Financial Advisors, LLC $4,763,774 0.11% 76,699
Creative Planning $4,759,799 0.11% 76,635
CAPTRUST FINANCIAL ADVISORS $4,041,870 0.09% 65,076
RAYMOND JAMES FINANCIAL INC $3,819,143 0.08% 61,490
Aptus Capital Advisors, LLC $3,596,727 0.08% 57,909
Milestone Investment Advisors LLC $3,360,772 0.07% 54,110
COZAD ASSET MANAGEMENT INC $2,997,801 0.07% 48,266
Variant Private Wealth, LLC $2,973,826 0.07% 47,880
Wagner Wealth Management, Corp $2,750,230 0.06% 44,280
WCG Wealth Advisors LLC $2,636,196 0.06% 42,444
Gaddis Premier Wealth Advisors LLC $2,552,099 0.06% 41,090
ADELL HARRIMAN & CARPENTER INC $2,488,064 0.05% 40,059
MONEY CONCEPTS CAPITAL CORP $2,184,284 0.05% 35,168
KINTRA WEALTH, LLC $2,130,559 0.05% 34,303
AQR CAPITAL MANAGEMENT LLC $1,789,264 0.04% 28,808
BRADLEY FOSTER & SARGENT INC/CT $1,763,799 0.04% 28,398
Meridian Wealth Management, LLC $1,739,080 0.04% 28,000
17 CAPITAL PARTNERS, LLC $1,721,502 0.04% 27,717
Empowered Funds, LLC $1,688,522 0.04% 27,186
Cambria Investment Management, L.P. $1,688,522 0.04% 27,186
CLEAR INVESTMENT RESEARCH, LLC $1,683,802 0.04% 27,110
CALTON & ASSOCIATES, INC. $1,483,745 0.03% 23,889
Vise Technologies, Inc. $1,431,573 0.03% 23,049
AVAII WEALTH MANAGEMENT, LLC $1,320,582 0.03% 21,262
WEALTH EFFECTS LLC $1,306,297 0.03% 21,032
Delta Investment Management, LLC $1,258,845 0.03% 20,268
NATIXIS ADVISORS, LLC $1,242,262 0.03% 20,001
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,215,927 0.03% 19,577
TANDEM CAPITAL MANAGEMENT CORP /ADV $1,147,047 0.03% 18,468
Western Wealth Management, LLC $1,081,521 0.02% 17,413
Savvy Advisors, Inc. $1,053,075 0.02% 16,955
Kingdom Financial Group LLC. $1,014,380 0.02% 16,332
MERCER GLOBAL ADVISORS INC /ADV $975,996 0.02% 15,714
NewEdge Advisors, LLC $942,829 0.02% 15,180
AMERIPRISE FINANCIAL INC $922,457 0.02% 14,852
CROSSPOINT FINANCIAL, LLC $884,073 0.02% 14,234
Investmark Advisory Group LLC $851,403 0.02% 13,708
Investment Advisory Group, LLC $844,758 0.02% 13,601
Cerity Partners LLC $815,504 0.02% 13,130
Larson Financial Group LLC $723,519 0.02% 11,649
Key facts CIK 945908 CUSIP 316092352 13F (30d) 166 filings 166 filers

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