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Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.
About N/A of shares are held by financial institutions. JPMORGAN CHASE & CO is the top corporate investor, holding 139.63M shares valued at $10.34B. A 2.66% stake in Vanguard Total Bond Market ETF is owned by the company. OAKWORTH CAPITAL, INC. owns 2.08M shares valued at $153.90M, which translates its holding of 0.04% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Dec 31, 2025 | JPMORGAN CHASE & CO | 2.66% | 139.63M | 10.34B | 8.28M | +6.31% |
| Dec 31, 2025 | OAKWORTH CAPITAL, INC. | 0.04% | 2.08M | 153.9M | 164.56K | +8.60% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.04% | 2.15M | 159.52M | -16.94K | -0.78% |
| Dec 31, 2025 | TIAA TRUST, NATIONAL ASSOCIATION | 0.04% | 2.32M | 171.72M | -187.65K | -7.49% |
| Dec 31, 2025 | RETIREMENT SYSTEMS OF ALABAMA | 0.06% | 3M | 222.34M | -15.58K | -0.52% |
| Dec 31, 2025 | JONES FINANCIAL COMPANIES LLLP | 0.07% | 3.58M | 265.2M | 204.11K | +6.05% |
| Dec 31, 2025 | CI PRIVATE WEALTH, LLC | 0.08% | 4.18M | 309.84M | 1.38M | +49.45% |
| Dec 31, 2025 | PURE FINANCIAL ADVISORS, LLC | 0.15% | 7.95M | 589.12M | 676.76K | +9.30% |
| Dec 31, 2025 | MCMORGAN & CO LLC | 0.04% | 1.97M | 145.65M | 40.45K | +2.10% |
| Dec 31, 2025 | VOYA FINANCIAL ADVISORS, INC. | 0.04% | 2.02M | 150.14M | 84.85K | +4.38% |
| Dec 31, 2025 | CHOREO, LLC | 0.04% | 2.16M | 160.3M | 316K | +17.15% |
| Dec 31, 2025 | FOSTER GROUP, INC. | 0.04% | 2.31M | 171.3M | 97.79K | +4.42% |
| Dec 31, 2025 | RIVERFRONT INVESTMENT GROUP, LLC | 0.05% | 2.38M | 176.04M | -7.85K | -0.33% |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.05% | 2.48M | 184.01M | 94.52K | +3.96% |
| Dec 31, 2025 | STAIRWAY PARTNERS, LLC | 0.05% | 2.5M | 185.17M | 348.82K | +16.22% |
| Dec 31, 2025 | ALESCO ADVISORS LLC | 0.05% | 2.54M | 188.44M | 278.53K | +12.29% |
| Dec 31, 2025 | FIRST FINANCIAL BANKSHARES INC | 0.05% | 2.65M | 195.93M | 42.06K | +1.62% |
| Dec 31, 2025 | MML INVESTORS SERVICES, LLC | 0.05% | 2.78M | 206.26M | 267.61K | +10.63% |
| Dec 31, 2025 | TRUIST FINANCIAL CORP | 0.05% | 2.78M | 206.14M | 51.39K | +1.88% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.1% | 5.45M | 403.75M | 254.31K | +4.89% |
| Dec 31, 2025 | GOLDMAN SACHS GROUP INC | 0.27% | 14.26M | 1.06B | 17.13K | +0.12% |
| Dec 31, 2025 | SAGESPRING WEALTH PARTNERS, LLC | 0.34% | 17.48M | 18.5M | 302 | 0.00% |
| Dec 31, 2025 | SEI INVESTMENTS CO | 0.34% | 17.86M | 1.32B | 973.9K | +5.77% |
| Dec 31, 2025 | VESTMARK ADVISORY SOLUTIONS, INC. | 0.03% | 1.79M | 132.37M | 149.49K | +9.13% |
| Dec 31, 2025 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 0.03% | 1.78M | 131.93M | 75.89K | +4.45% |
| Dec 31, 2025 | ALASKA PERMANENT CAPITAL MANAGEMENT | 0.04% | 1.88M | 139.11M | 17.1K | +0.92% |
| Dec 31, 2025 | GLOBAL ENDOWMENT MANAGEMENT, LP | 0.04% | 1.88M | 139.22M | -57.26K | -2.96% |
| Dec 31, 2025 | RITHOLTZ WEALTH MANAGEMENT | 0.04% | 1.91M | 141.12M | 172.99K | +9.99% |
| Dec 31, 2025 | M&T BANK CORP | 0.07% | 3.84M | 284.23M | 28.29K | +0.74% |
| Dec 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.07% | 3.74M | 276.83M | 125.8K | +3.48% |
| Dec 31, 2025 | AMERIPRISE FINANCIAL INC | 0.11% | 5.96M | 441.19M | 478.27K | +8.73% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 0.15% | 7.69M | 569.72M | 284.57K | +3.84% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.15% | 7.74M | 572.94M | 865.22K | +12.59% |
| Dec 31, 2025 | CREATIVE PLANNING | 2.26% | 117.78M | 8.72B | -7.16M | -5.73% |
| Dec 31, 2025 | MIRACLE MILE ADVISORS, LLC | 0.06% | 3.03M | 224.6M | -352.47K | -10.41% |
| Dec 31, 2025 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | 0.15% | 8.01M | 593.04M | 394.35K | +5.18% |
| Dec 31, 2025 | SAVANT CAPITAL, LLC | 0.15% | 8.05M | 596.63M | 1.17M | +17.05% |
| Dec 31, 2025 | BLACKROCK, INC. | 0.16% | 8.57M | 634.86M | 375.85K | +4.59% |
| Dec 31, 2025 | MASTERCARD FOUNDATION ASSET MANAGEMENT CORP | 0.17% | 8.86M | 656.48M | 0 | 0 |
| Dec 31, 2025 | LPL FINANCIAL LLC | 0.36% | 18.59M | 1.38B | 971.6K | +5.52% |
| Dec 31, 2025 | ALLWORTH FINANCIAL LP | 0.41% | 21.27M | 1.58B | 641.98K | +3.11% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.46% | 23.95M | 1.77B | 1.04M | +4.54% |
| Dec 31, 2025 | VANGUARD GROUP INC | 1.52% | 78.9M | 5.84B | 6.99M | +9.72% |
| Dec 31, 2025 | MORGAN STANLEY | 2.4% | 124.93M | 9.25B | 16.29M | +14.99% |
| Dec 31, 2025 | 0.04% | 2.07M | 2.07B | 2.07M | +100.00% | |
| Dec 31, 2025 | VERUS FINANCIAL PARTNERS, INC. | 0.03% | 1.71M | 127.26M | 70.21K | +4.28% |
| Dec 31, 2025 | WEALTHFRONT ADVISERS LLC | 0.03% | 1.75M | 129.89M | 85.13K | +5.10% |
| Dec 31, 2025 | FRANKLIN RESOURCES INC | 0.07% | 3.63M | 268.99M | 78.75K | +2.22% |
| Dec 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.08% | 4.07M | 301.56M | 80.84K | +2.03% |
| Dec 31, 2025 | ASSETMARK, INC | 0.09% | 4.64M | 343.45M | 114.2K | +2.53% |
| Dec 31, 2025 | BANK OF NEW YORK MELLON CORP | 0.1% | 5.17M | 383.02M | 31.19K | +0.61% |
| Dec 31, 2025 | STATE STREET CORP | 0.1% | 5.19M | 384.65M | 797.56K | +18.14% |
| Dec 31, 2025 | UBS GROUP AG | 0.12% | 6.22M | 460.41M | 143.45K | +2.36% |
| Dec 31, 2025 | FACET WEALTH, INC. | 0.13% | 6.64M | 492.78M | 906.26K | +15.81% |
| Dec 31, 2025 | ARIZONA PSPRS TRUST | 0.19% | 9.81M | 726.41M | 63.79K | +0.65% |
| Dec 31, 2025 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.25% | 12.89M | 954.59M | -704.35K | -5.18% |
| Dec 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.41% | 21.47M | 1.59B | -124.56K | -0.58% |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 0.47% | 24.64M | 1.83B | -1.47M | -5.64% |
| Dec 31, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.5% | 130.9M | 9.7B | 4.29M | +3.38% |
| Sep 30, 2025 | ALASKA PERMANENT CAPITAL MANAGEMENT | 0.04% | 1.86M | 138.33M | 51.93K | +2.87% |
| Sep 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.07% | 3.61M | 268.59M | 129.35K | +3.71% |
| Sep 30, 2025 | RETIREMENT SYSTEMS OF ALABAMA | 0.06% | 3.02M | 224.4M | -18.48K | -0.61% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.15% | 7.41M | 550.86M | 1.37M | +22.72% |
| Sep 30, 2025 | WRIGHT FUND MANAGEMENT, LLC | 0.04% | 1.89M | 140.46M | 1.89M | +100.00% |
| Sep 30, 2025 | CHOREO, LLC | 0.04% | 1.84M | 137.01M | 363.16K | +24.55% |
| Sep 30, 2025 | BETTERMENT LLC | 0.04% | 1.84M | 136.61M | -17.94K | -0.97% |
| Sep 30, 2025 | RITHOLTZ WEALTH MANAGEMENT | 0.03% | 1.73M | 128.83M | 74.82K | +4.51% |
| Sep 30, 2025 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 0.03% | 1.71M | 126.82M | 63.44K | +3.86% |
| Sep 30, 2025 | CHANDLER ASSET MANAGEMENT, INC. | 0.03% | 1.69M | 125.44M | 91K | +5.70% |
| Sep 30, 2025 | WEALTHFRONT ADVISERS LLC | 0.03% | 1.67M | 124.09M | 146.01K | +9.59% |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.03% | 1.67M | 124.07M | -190.38K | -10.24% |
| Sep 30, 2025 | VERUS FINANCIAL PARTNERS, INC. | 0.03% | 1.64M | 122.09M | 53.28K | +3.35% |
| Sep 30, 2025 | VESTMARK ADVISORY SOLUTIONS, INC. | 0.03% | 1.64M | 121.79M | -1.47M | -47.34% |
| Sep 30, 2025 | APELLA CAPITAL, LLC | 0.03% | 1.61M | 120.51M | 72.77K | +4.74% |
| Sep 30, 2025 | BRICKTOWN CAPITAL, LLC | 0.03% | 1.6M | 119.01M | 337.38K | +26.72% |
| Sep 30, 2025 | BOGART WEALTH, LLC | 0.03% | 1.55M | 115.64M | 45.94K | +3.04% |
| Sep 30, 2025 | STRATOS WEALTH PARTNERS, LTD. | 0.03% | 1.51M | 112.58M | 58.98K | +4.05% |
| Sep 30, 2025 | JPMORGAN CHASE & CO | 2.62% | 131.35M | 9.77B | 5.48M | +4.35% |
| Sep 30, 2025 | JONES FINANCIAL COMPANIES LLLP | 0.07% | 3.38M | 250.57M | -469.35K | -12.20% |
| Sep 30, 2025 | VOYA FINANCIAL ADVISORS, INC. | 0.04% | 1.94M | 144.03M | 126.53K | +6.99% |
| Sep 30, 2025 | CI PRIVATE WEALTH, LLC | 0.06% | 2.8M | 208.12M | -987.9K | -26.09% |
| Sep 30, 2025 | TRUIST FINANCIAL CORP | 0.05% | 2.73M | 203.15M | 27.36K | +1.01% |
| Sep 30, 2025 | FIRST FINANCIAL BANKSHARES INC | 0.05% | 2.6M | 193.6M | 71.94K | +2.84% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.46% | 22.91M | 1.7B | 4.69M | +25.71% |
| Sep 30, 2025 | AMERIPRISE FINANCIAL INC | 0.11% | 5.48M | 407.15M | 58.97K | +1.09% |
| Sep 30, 2025 | FRANKLIN RESOURCES INC | 0.07% | 3.55M | 264.22M | -126.62K | -3.44% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.14% | 6.87M | 510.91M | 371.29K | +5.71% |
| Sep 30, 2025 | MIRACLE MILE ADVISORS, LLC | 0.07% | 3.38M | 251.72M | 393.37K | +13.15% |
| Sep 30, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.53% | 126.62M | 9.42B | 4.21M | +3.44% |
| Sep 30, 2025 | CREATIVE PLANNING | 2.49% | 124.94M | 9.29B | 10.05M | +8.74% |
| Sep 30, 2025 | MORGAN STANLEY | 2.17% | 108.64M | 8.08B | 2.14M | +2.01% |
| Sep 30, 2025 | GOLDMAN SACHS GROUP INC | 0.28% | 14.24M | 1.06B | -174.37K | -1.21% |
| Sep 30, 2025 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.27% | 13.59M | 1.01B | 460.75K | +3.51% |
| Sep 30, 2025 | ARIZONA PSPRS TRUST | 0.19% | 9.74M | 726.07M | 156.91K | +1.64% |
| Sep 30, 2025 | OAKWORTH CAPITAL, INC. | 0.04% | 1.91M | 142.29M | 82.26K | +4.49% |
| Sep 30, 2025 | VANGUARD GROUP INC | 1.44% | 71.91M | 5.35B | 4.72M | +7.02% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0.52% | 26.12M | 1.94B | 870.29K | +3.45% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.43% | 21.59M | 1.61B | 683.67K | +3.27% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.35% | 17.62M | 1.31B | 1.33M | +8.16% |
| Sep 30, 2025 | UBS GROUP AG | 0.12% | 6.07M | 451.61M | 315.41K | +5.48% |
| Sep 30, 2025 | MML INVESTORS SERVICES, LLC | 0.05% | 2.52M | 187.19M | 399.86K | +18.89% |
| Sep 30, 2025 | TIAA TRUST, NATIONAL ASSOCIATION | 0.05% | 2.51M | 186.37M | 35.9K | +1.45% |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.05% | 2.39M | 177.73M | -12.52K | -0.52% |
| Sep 30, 2025 | RIVERFRONT INVESTMENT GROUP, LLC | 0.05% | 2.38M | 177.34M | 38.31K | +1.63% |
| Sep 30, 2025 | ALESCO ADVISORS LLC | 0.05% | 2.27M | 168.49M | 294.24K | +14.93% |
| Sep 30, 2025 | ACROPOLIS INVESTMENT MANAGEMENT, LLC | 0.04% | 2.23M | 164.45M | 83.3K | +3.87% |
| Sep 30, 2025 | SAGESPRING WEALTH PARTNERS, LLC | 0.35% | 17.48M | 18.48M | -12.45K | -0.07% |
| Sep 30, 2025 | SEI INVESTMENTS CO | 0.34% | 16.88M | 1.26B | 1.3M | +8.36% |
| Sep 30, 2025 | MASTERCARD FOUNDATION ASSET MANAGEMENT CORP | 0.18% | 8.86M | 659.13M | 0 | 0 |
| Sep 30, 2025 | BLACKROCK, INC. | 0.16% | 8.2M | 609.48M | -93.26K | -1.13% |
| Sep 30, 2025 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | 0.15% | 7.61M | 566.12M | 626.87K | +8.97% |
| Sep 30, 2025 | PURE FINANCIAL ADVISORS, LLC | 0.15% | 7.28M | 541.18M | 523.38K | +7.75% |
| Sep 30, 2025 | SAVANT CAPITAL, LLC | 0.14% | 6.92M | 514.76M | 846.26K | +13.93% |
| Sep 30, 2025 | FACET WEALTH, INC. | 0.11% | 5.73M | 426.18M | 293.27K | +5.39% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.1% | 5.2M | 386.48M | 419.75K | +8.79% |
| Sep 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.1% | 5.14M | 382.26M | -38.6K | -0.75% |
| Sep 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.08% | 3.99M | 296.77M | 227.73K | +6.05% |
| Sep 30, 2025 | M&T BANK CORP | 0.08% | 3.81M | 283.28M | 341.94K | +9.86% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.04% | 2.17M | 160.83M | 420.87K | +24.06% |
| Sep 30, 2025 | STAIRWAY PARTNERS, LLC | 0.04% | 2.15M | 159.98M | 48.21K | +2.29% |
| Sep 30, 2025 | GLOBAL ENDOWMENT MANAGEMENT, LP | 0.04% | 1.94M | 144.04M | -94.99K | -4.68% |
| Sep 30, 2025 | MCMORGAN & CO LLC | 0.04% | 1.93M | 143.23M | 60.47K | +3.24% |
| Sep 30, 2025 | ASSETMARK, INC | 0.09% | 4.52M | 336.35M | 362.27K | +8.71% |
| Sep 30, 2025 | STATE STREET CORP | 0.09% | 4.4M | 326.89M | -3.36M | -43.34% |
| Sep 30, 2025 | FOSTER GROUP, INC. | 0.04% | 2.21M | 164.72M | 88.11K | +4.14% |
| Sep 30, 2025 | ALLWORTH FINANCIAL LP | 0.41% | 20.63M | 1.53B | 766.02K | +3.86% |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.04% | 1.86M | 136.85M | 158.35K | +9.31% |
| Jun 30, 2025 | STAIRWAY PARTNERS, LLC | 0.04% | 2.1M | 154.84M | 59.68K | +2.92% |
| Jun 30, 2025 | GLOBAL ENDOWMENT MANAGEMENT, LP | 0.04% | 2.03M | 149.6M | 3.84K | +0.19% |
| Jun 30, 2025 | JPMORGAN CHASE & CO | 2.57% | 125.87M | 9.27B | 22.64M | +21.93% |
| Jun 30, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.5% | 122.4M | 9.01B | 3.49M | +2.93% |
| Jun 30, 2025 | CREATIVE PLANNING | 2.34% | 114.9M | 8.46B | 6.33M | +5.83% |
| Jun 30, 2025 | ALLWORTH FINANCIAL LP | 0.41% | 19.86M | 1.46B | 350K | +1.79% |
| Jun 30, 2025 | GOLDMAN SACHS GROUP INC | 0.29% | 14.41M | 1.06T | 1.29M | +9.83% |
| Jun 30, 2025 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.27% | 13.13M | 966.86M | 396.77K | +3.12% |
| Jun 30, 2025 | CI PRIVATE WEALTH, LLC | 0.08% | 3.79M | 269.61M | 427.95K | +12.74% |
| Jun 30, 2025 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | 0.14% | 6.99M | 514.33M | 251.11K | +3.73% |
| Jun 30, 2025 | PURE FINANCIAL ADVISORS, LLC | 0.14% | 6.75M | 497.26M | 374.09K | +5.86% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.13% | 6.5M | 478.49M | 150.22K | +2.37% |
| Jun 30, 2025 | FACET WEALTH, INC. | 0.11% | 5.44M | 398M | 495.18K | +10.02% |
| Jun 30, 2025 | AMERIPRISE FINANCIAL INC | 0.11% | 5.42M | 398.34M | -1.34M | -19.86% |
| Jun 30, 2025 | FRANKLIN RESOURCES INC | 0.08% | 3.68M | 270.91M | 313.7K | +9.32% |
| Jun 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.07% | 3.48M | 256.4M | 60.65K | +1.77% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.37% | 18.23M | 1.34B | -148.19K | -0.81% |
| Jun 30, 2025 | TRUIST FINANCIAL CORP | 0.06% | 2.7M | 199.12M | 1.25M | +85.90% |
| Jun 30, 2025 | MORGAN STANLEY | 2.17% | 106.5M | 7.84T | -20.78M | -16.33% |
| Jun 30, 2025 | 0.36% | 17.5M | 19.38M | 11.45K | +0.07% | |
| Jun 30, 2025 | ASSETMARK, INC | 0.08% | 4.16M | 306.33M | 2.06M | +98.08% |
| Jun 30, 2025 | MCMORGAN & CO LLC | 0.04% | 1.87M | 137.35M | 10.07K | +0.54% |
| Jun 30, 2025 | BETTERMENT LLC | 0.04% | 1.85M | 136.57M | 146.77K | +8.59% |
| Jun 30, 2025 | OAKWORTH CAPITAL, INC. | 0.04% | 1.83M | 134.82M | 90.44K | +5.20% |
| Jun 30, 2025 | VOYA FINANCIAL ADVISORS, INC. | 0.04% | 1.81M | 132.7M | 75.88K | +4.38% |
| Jun 30, 2025 | ALASKA PERMANENT CAPITAL MANAGEMENT | 0.04% | 1.81M | 133.13M | -630 | -0.03% |
| Jun 30, 2025 | CAPSTONE FINANCIAL ADVISORS, INC. | 0.03% | 1.69M | 124.72M | 7.26K | +0.43% |
| Jun 30, 2025 | RITHOLTZ WEALTH MANAGEMENT | 0.03% | 1.66M | 122.03M | 243.52K | +17.22% |
| Jun 30, 2025 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 0.03% | 1.64M | 120.88M | 33.68K | +2.09% |
| Jun 30, 2025 | CERITY PARTNERS LLC | 0.03% | 1.64M | 120.55M | -46.07K | -2.74% |
| Jun 30, 2025 | DIANA DAVIS SPENCER FOUNDATION | 0.03% | 1.61M | 118.4M | 0 | 0 |
| Jun 30, 2025 | CHANDLER ASSET MANAGEMENT, INC. | 0.03% | 1.6M | 117.49M | 48.8K | +3.15% |
| Jun 30, 2025 | VERUS FINANCIAL PARTNERS, INC. | 0.03% | 1.59M | 116.1M | 50.35K | +3.27% |
| Jun 30, 2025 | MARINER, LLC | 0.03% | 1.57M | 115.6M | -121 | -0.01% |
| Jun 30, 2025 | APELLA CAPITAL, LLC | 0.03% | 1.53M | 111.77M | 34.67K | +2.31% |
| Jun 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.03% | 1.51M | 110.6M | 11.64K | +0.78% |
| Jun 30, 2025 | BOGART WEALTH, LLC | 0.03% | 1.51M | 111.11M | 37.22K | +2.53% |
| Jun 30, 2025 | GARDE CAPITAL, INC. | 0.03% | 1.5M | 110.62M | -64.95K | -4.14% |
| Jun 30, 2025 | CHOREO, LLC | 0.03% | 1.48M | 108.91M | 526.25K | +55.22% |
| Jun 30, 2025 | VANGUARD GROUP INC | 1.37% | 67.19M | 4.95B | 4.41M | +7.02% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0.52% | 25.25M | 1.86B | 553.71K | +2.24% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0.33% | 16.29M | 1.2B | 525.79K | +3.34% |
| Jun 30, 2025 | SEI INVESTMENTS CO | 0.32% | 15.58M | 1.15B | 4.97M | +46.87% |
| Jun 30, 2025 | ARIZONA PSPRS TRUST | 0.2% | 9.59M | 705.84M | 93.56K | +0.99% |
| Jun 30, 2025 | BLACKROCK, INC. | 0.17% | 8.29M | 610.28M | 271.89K | +3.39% |
| Jun 30, 2025 | MASTERCARD FOUNDATION ASSET MANAGEMENT CORP | 0.18% | 8.86M | 652.58M | 0 | 0 |
| Jun 30, 2025 | STATE STREET CORP | 0.16% | 7.76M | 571.17M | 759.26K | +10.85% |
| Jun 30, 2025 | SAVANT CAPITAL, LLC | 0.12% | 6.08M | 447.32M | 880.44K | +16.95% |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 0.12% | 6.04M | 444.41M | 119.76K | +2.02% |
| Jun 30, 2025 | JONES FINANCIAL COMPANIES LLLP | 0.08% | 3.85M | 282.07M | 499.19K | +14.92% |
| Jun 30, 2025 | M&T BANK CORP | 0.07% | 3.47M | 255.28M | 71.13K | +2.09% |
| Jun 30, 2025 | VESTMARK ADVISORY SOLUTIONS, INC. | 0.06% | 3.11M | 228.96M | 1.69M | +118.67% |
| Jun 30, 2025 | GALLAGHER FIDUCIARY ADVISORS, LLC | 0.06% | 3.09M | 285.97K | 3.09M | +83,838.14% |
| Jun 30, 2025 | RETIREMENT SYSTEMS OF ALABAMA | 0.06% | 3.04M | 223.53M | 279.05K | +10.12% |
| Jun 30, 2025 | MIRACLE MILE ADVISORS, LLC | 0.06% | 2.99M | 220.26M | -4.45K | -0.15% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.05% | 2.28M | 164.91M | 256.66K | +12.68% |
| Jun 30, 2025 | ALESCO ADVISORS LLC | 0.04% | 1.97M | 145.15M | 110.54K | +5.94% |
| Jun 30, 2025 | SAGESPRING WEALTH PARTNERS, LLC | 0.36% | 17.5M | 19.38M | 11.45K | +0.07% |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.43% | 20.91M | 1.54B | 659.54K | +3.26% |
| Jun 30, 2025 | UBS GROUP AG | 0.12% | 5.76M | 423.89M | 20.64K | +0.36% |
| Jun 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.11% | 5.18M | 381.3M | -195.14K | -3.63% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.1% | 4.78M | 351.72M | 210.02K | +4.60% |
| Jun 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.08% | 3.76M | 277.05M | 25.7K | +0.69% |
| Jun 30, 2025 | FIRST FINANCIAL BANKSHARES INC | 0.05% | 2.53M | 186.38M | 73.09K | +2.97% |
| Jun 30, 2025 | TIAA TRUST, NATIONAL ASSOCIATION | 0.05% | 2.47M | 181.87M | 170.42K | +7.41% |
| Jun 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.05% | 2.4M | 176.88M | -373.96K | -13.47% |
| Jun 30, 2025 | RIVERFRONT INVESTMENT GROUP, LLC | 0.05% | 2.35M | 172.75M | -23.1K | -0.97% |
| Jun 30, 2025 | ACROPOLIS INVESTMENT MANAGEMENT, LLC | 0.04% | 2.15M | 158.32M | 54.41K | +2.60% |
| Jun 30, 2025 | FOSTER GROUP, INC. | 0.04% | 2.13M | 156.59M | 25.35K | +1.21% |
| Jun 30, 2025 | PRUDENTIAL FINANCIAL INC | 0.04% | 2.12M | 154M | -131.47K | -5.83% |
| Jun 30, 2025 | MML INVESTORS SERVICES, LLC | 0.04% | 2.12M | 155.89M | 356.42K | +20.24% |
| Jun 30, 2025 | WEALTHFRONT ADVISERS LLC | 0.03% | 1.52M | 112.1M | 542.6K | +55.37% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.09% | 4.57M | 335.44M | 136.16K | +3.07% |
| Mar 31, 2025 | RFG ADVISORY, LLC | 0.06% | 3.1M | 227.69M | 235.15K | +8.21% |
| Mar 31, 2025 | MIRACLE MILE ADVISORS, LLC | 0.06% | 3M | 220.04M | 113.8K | +3.95% |
| Mar 31, 2025 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.26% | 12.73M | 935.35M | -56.74K | -0.44% |
| Mar 31, 2025 | MORGAN STANLEY | 2.61% | 127.28M | 9.35B | 8.66M | +7.30% |
| Mar 31, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.44% | 118.92M | 8.73B | 1.99M | +1.70% |
| Mar 31, 2025 | FIRST FINANCIAL BANKSHARES INC | 0.05% | 2.46M | 180.55M | 61.71K | +2.58% |
| Mar 31, 2025 | RETIREMENT SYSTEMS OF ALABAMA | 0.06% | 2.76M | 202.49M | 310.18K | +12.68% |
| Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.06% | 2.78M | 203.92M | -168.11K | -5.71% |
| Mar 31, 2025 | UBS GROUP AG | 0.12% | 5.74M | 421.34M | 891.69K | +18.41% |
| Mar 31, 2025 | M&T BANK CORP | 0.07% | 3.4M | 249.43M | 179.85K | +5.59% |
| Mar 31, 2025 | PRUDENTIAL FINANCIAL INC | 0.05% | 2.26M | 163.53M | -361.04K | -13.79% |
| Mar 31, 2025 | PURE FINANCIAL ADVISORS, LLC | 0.13% | 6.38M | 468.57M | 700.38K | +12.33% |
| Mar 31, 2025 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | 0.14% | 6.73M | 494.62M | 464.64K | +7.41% |
| Mar 31, 2025 | TEXAS TREASURY SAFEKEEPING TRUST CO | 0.16% | 7.81M | 573.97M | -4.09M | -34.34% |
| Mar 31, 2025 | ORGEL WEALTH MANAGEMENT, LLC | 0.05% | 2.29M | 167.89M | -963.74K | -29.66% |
| Mar 31, 2025 | TIAA TRUST, NATIONAL ASSOCIATION | 0.05% | 2.3M | 168.91M | -43.63K | -1.86% |
| Mar 31, 2025 | RIVERFRONT INVESTMENT GROUP, LLC | 0.05% | 2.37M | 174.03M | 87.47K | +3.83% |
| Mar 31, 2025 | STATE STREET CORP | 0.14% | 7M | 514.01M | -684.1K | -8.90% |
| Mar 31, 2025 | MASTERCARD FOUNDATION ASSET MANAGEMENT CORP | 0.18% | 8.86M | 651.96M | 8.86M | +100.00% |
| Mar 31, 2025 | JONES FINANCIAL COMPANIES LLLP | 0.07% | 3.35M | 245.38M | 156.62K | +4.91% |
| Mar 31, 2025 | CI PRIVATE WEALTH, LLC | 0.07% | 3.36M | 246.67M | -388.95K | -10.38% |
| Mar 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.07% | 3.42M | 251.31M | -96.91K | -2.75% |
| Mar 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.08% | 3.74M | 274.48M | 101.85K | +2.80% |
| Mar 31, 2025 | BANK OF NEW YORK MELLON CORP | 0.11% | 5.37M | 394.7M | -548.42K | -9.26% |
| Mar 31, 2025 | AMERIPRISE FINANCIAL INC | 0.14% | 6.77M | 494.72M | 498.25K | +7.95% |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 0.12% | 5.92M | 434.53M | 436.97K | +7.98% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.13% | 6.35M | 466.29M | 238.78K | +3.91% |
| Mar 31, 2025 | ARIZONA PSPRS TRUST | 0.19% | 9.49M | 697.24M | 58.79K | +0.62% |
| Mar 31, 2025 | SEI INVESTMENTS CO | 0.22% | 10.61M | 779.11M | 628.27K | +6.30% |
| Mar 31, 2025 | FRANKLIN RESOURCES INC | 0.07% | 3.37M | 247.21M | 18.98K | +0.57% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.04% | 2.02M | 148.71M | -1.78M | -46.85% |
| Mar 31, 2025 | GLOBAL ENDOWMENT MANAGEMENT, LP | 0.04% | 2.03M | 148.95M | -306.6K | -13.13% |
| Mar 31, 2025 | STAIRWAY PARTNERS, LLC | 0.04% | 2.04M | 150.07M | 62.73K | +3.17% |
| Mar 31, 2025 | ACROPOLIS INVESTMENT MANAGEMENT, LLC | 0.04% | 2.1M | 153.93M | 20.51K | +0.99% |
| Mar 31, 2025 | ASSETMARK, INC | 0.04% | 2.1M | 154.27M | -209.49K | -9.07% |
| Mar 31, 2025 | FOSTER GROUP, INC. | 0.04% | 2.1M | 154.35M | 89.03K | +4.42% |
| Mar 31, 2025 | VANGUARD GROUP INC | 1.29% | 62.79M | 4.61B | 4.74M | +8.17% |
| Mar 31, 2025 | GOLDMAN SACHS GROUP INC | 0.27% | 13.12M | 963.8M | -1.66M | -11.21% |
| Mar 31, 2025 | SAVANT CAPITAL, LLC | 0.11% | 5.19M | 381.56M | 617.01K | +13.48% |
| Mar 31, 2025 | CREATIVE PLANNING | 2.23% | 108.56M | 7.97B | 8M | +7.95% |
| Mar 31, 2025 | JPMORGAN CHASE & CO | 2.12% | 103.23M | 7.58B | 4.14M | +4.18% |
| Mar 31, 2025 | ALLWORTH FINANCIAL LP | 0.4% | 19.51M | 1.42B | 193.12K | +1.00% |
| Mar 31, 2025 | 0.36% | 17.49M | 18.54M | 321.67K | +1.87% | |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0.51% | 24.69M | 1.81B | 1.08M | +4.55% |
| Mar 31, 2025 | BLACKROCK, INC. | 0.16% | 8.02M | 588.82M | -172.63K | -2.11% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.42% | 20.25M | 1.49B | -104.05K | -0.51% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.38% | 18.37M | 1.35B | -3.96M | -17.75% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 0.32% | 15.76M | 1.16B | 469.51K | +3.07% |
| Mar 31, 2025 | FACET WEALTH, INC. | 0.1% | 4.94M | 358.79M | 99.43K | +2.05% |
| Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.04% | 1.91M | 138.99M | 205.92K | +12.06% |
| Mar 31, 2024 | MORGAN STANLEY | 2.02% | 91.28M | 6.63B | 6.43M | +7.58% |
| Mar 31, 2024 | JPMORGAN CHASE & CO | 1.77% | 79.87M | 5.8B | -16.47M | -17.09% |
| Mar 31, 2024 | SEI INVESTMENTS CO | 0.26% | 11.93M | 866.37M | -4.38M | -26.88% |
| Mar 31, 2024 | TEXAS TREASURY SAFEKEEPING TRUST CO | 0.26% | 11.3M | 820.52M | 4.4M | +63.81% |
| Mar 31, 2024 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.24% | 10.9M | 791.32M | 729.57K | +7.18% |
| Mar 31, 2024 | MORNINGSTAR INVESTMENT SERVICES LLC | 0.21% | 9.28M | 674.7M | -8.62M | -48.16% |
| Mar 31, 2024 | BANK OF NEW YORK MELLON CORP | 0.15% | 6.87M | 498.76M | 1.14M | +19.95% |
| Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 0.15% | 6.58M | 477.2M | 685.13K | +11.63% |
| Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.11% | 4.81M | 349.15M | 2.66M | +123.95% |
| Mar 31, 2024 | FACET WEALTH, INC. | 0.1% | 4.56M | 325.7M | 670.38K | +17.23% |
| Mar 31, 2024 | CETERA ADVISOR NETWORKS LLC | 0.04% | 1.93M | 140.1M | 56.82K | +3.03% |
| Mar 31, 2024 | ALASKA PERMANENT CAPITAL MANAGEMENT | 0.04% | 1.88M | 136.66M | 190.89K | +11.28% |
| Mar 31, 2024 | ACROPOLIS INVESTMENT MANAGEMENT, LLC | 0.04% | 1.86M | 135.28M | 92.48K | +5.22% |
| Mar 31, 2024 | MIRACLE MILE ADVISORS, LLC | 0.04% | 1.82M | 132.51M | 602.1K | +49.26% |
| Mar 31, 2024 | ORGEL WEALTH MANAGEMENT, LLC | 0.1% | 4.22M | 306.37M | -664.11K | -13.60% |
| Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0.11% | 4.85M | 352.59M | -21.9K | -0.45% |
| Mar 31, 2024 | BLACKROCK INC. | 0.28% | 12.8M | 929.65M | 46.54K | +0.36% |
| Mar 31, 2024 | LPL FINANCIAL LLC | 0.33% | 14.89M | 1.08B | -19.3M | -56.45% |
| Mar 31, 2024 | ALLWORTH FINANCIAL LP | 0.38% | 16.56M | 1.2B | 828.5K | +5.26% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0.41% | 18.49M | 1.34B | -1.58M | -7.85% |
| Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 0.42% | 19.1M | 1.39B | 352.03K | +1.88% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.43% | 19.35M | 1.41B | 116.07K | +0.60% |
| Mar 31, 2024 | JONES FINANCIAL COMPANIES LLLP | 0.74% | 32.24M | 2.34B | -4.25M | -11.64% |
| Mar 31, 2024 | VANGUARD GROUP INC | 0.83% | 37.33M | 2.71B | 6.25M | +20.12% |
| Mar 31, 2024 | CREATIVE PLANNING | 1.68% | 75.75M | 5.5B | 14.64M | +23.97% |
| Mar 31, 2024 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | 0.09% | 4.08M | 296.17M | 504.78K | +14.13% |
| Mar 31, 2024 | UBS GROUP AG | 0.09% | 4.03M | 292.72M | -742.91K | -15.56% |
| Mar 31, 2024 | PURE FINANCIAL ADVISORS, LLC | 0.09% | 3.72M | 269.93M | 387.51K | +11.64% |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 0.08% | 3.59M | 260.5M | 207.52K | +6.14% |
| Mar 31, 2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.07% | 3.38M | 245.72M | -138.51K | -3.93% |
| Mar 31, 2024 | GLOBAL ENDOWMENT MANAGEMENT, LP | 0.07% | 3.23M | 234.59M | 182K | +5.97% |
| Mar 31, 2024 | M&T BANK CORP | 0.07% | 2.93M | 212.46M | 121.81K | +4.34% |
| Mar 31, 2024 | HIGHTOWER ADVISORS, LLC | 0.07% | 3.02M | 219.06M | 151.57K | +5.29% |
| Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.07% | 2.99M | 217.08M | 277.57K | +10.24% |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.07% | 2.97M | 216.07M | -1.4M | -32.05% |
| Mar 31, 2024 | TRUIST FINANCIAL CORP | 0.06% | 2.64M | 192.05M | -242.92K | -8.41% |
| Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.06% | 2.61M | 189.74M | 349.72K | +15.46% |
| Mar 31, 2024 | RFG ADVISORY, LLC | 0.05% | 2.39M | 173.67M | 418.37K | +21.21% |
| Mar 31, 2024 | MISSION WEALTH MANAGEMENT, LP | 0.05% | 2.39M | 173.59M | 380.45K | +18.93% |
| Mar 31, 2024 | TIAA TRUST, NATIONAL ASSOCIATION | 0.05% | 2.33M | 169.4M | 348.51K | +17.58% |
| Mar 31, 2024 | CI PRIVATE WEALTH, LLC | 0.05% | 2.33M | 169.08M | 435.47K | +23.01% |
| Mar 31, 2024 | RIVERFRONT INVESTMENT GROUP, LLC | 0.05% | 2.25M | 163.42M | 83.41K | +3.85% |
| Mar 31, 2024 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 0.05% | 2.25M | 163.27M | -652.2K | -22.49% |
| Mar 31, 2024 | FIRST FINANCIAL BANKSHARES INC | 0.05% | 2.23M | 161.76M | 97.19K | +4.56% |
| Mar 31, 2024 | SAVANT CAPITAL, LLC | 0.05% | 2.13M | 154.9M | 440.83K | +26.06% |
| Mar 31, 2024 | PRUDENTIAL FINANCIAL INC | 0.05% | 2M | 145.34M | -62.91K | -3.05% |
| Mar 31, 2024 | STATE STREET CORP | 0.05% | 2.08M | 150.74M | -1.5M | -41.93% |
| Mar 31, 2024 | FOSTER GROUP, INC. | 0.04% | 1.82M | 132.46M | 103.26K | +6.00% |
| Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.04% | 1.69M | 122.85M | 1.69M | +100.00% |
| Mar 31, 2024 | BOGART WEALTH, LLC | 0.04% | 1.63M | 118.3M | 134.77K | +9.02% |
| Mar 31, 2024 | DIANA DAVIS SPENCER FOUNDATION | 0.04% | 1.61M | 116.8M | 0 | 0 |
| Mar 31, 2024 | CERITY PARTNERS LLC | 0.03% | 1.57M | 113.55M | 177.85K | +12.76% |
| Mar 31, 2024 | OAKWORTH CAPITAL, INC. | 0.03% | 1.55M | 112.84M | 63.46K | +4.26% |
| Mar 31, 2024 | ALESCO ADVISORS LLC | 0.03% | 1.55M | 112.82M | 75.66K | +5.12% |
| Mar 31, 2024 | MML INVESTORS SERVICES, LLC | 0.03% | 1.49M | 108.47M | 180.41K | +13.74% |
| Mar 31, 2024 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.63% | 118.73M | 8.62B | 3.56M | +3.09% |
| Mar 31, 2024 | GOLDMAN SACHS GROUP INC | 0.32% | 14.63M | 1.06B | -716.95K | -4.67% |
| Dec 31, 2023 | ACROPOLIS INVESTMENT MANAGEMENT, LLC | 0.04% | 1.77M | 130.49M | 27.45K | +1.58% |
| Dec 31, 2023 | FOSTER GROUP, INC. | 0.04% | 1.72M | 120.06M | 0 | 0 |
| Dec 31, 2023 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.08% | 3.52M | 259.02M | -319.78K | -8.32% |
| Dec 31, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0.11% | 4.88M | 358.66M | 42.3K | +0.88% |
| Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.04% | 1.71M | 125.6M | -6.94K | -0.40% |
| Dec 31, 2023 | MCMORGAN & CO LLC | 0.04% | 1.71M | 125.66M | 41.73K | +2.50% |
| Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.1% | 4.38M | 322.02M | -1.15M | -20.86% |
| Dec 31, 2023 | FACET WEALTH, INC. | 0.09% | 3.89M | 283.04M | 734.72K | +23.29% |
| Dec 31, 2023 | STATE STREET CORP | 0.08% | 3.57M | 262.89M | 1.39M | +63.65% |
| Dec 31, 2023 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | 0.08% | 3.57M | 262.8M | 125.02K | +3.63% |
| Dec 31, 2023 | ASSETMARK, INC | 0.06% | 2.6M | 190.94M | -58.24K | -2.19% |
| Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.05% | 2.26M | 166.42M | -84.45K | -3.60% |
| Dec 31, 2023 | RIVERFRONT INVESTMENT GROUP, LLC | 0.05% | 2.17M | 159.35M | -31.3K | -1.42% |
| Dec 31, 2023 | CETERA INVESTMENT ADVISERS | 0.05% | 2.15M | 157.88M | -54.04K | -2.46% |
| Dec 31, 2023 | FIRST FINANCIAL BANKSHARES INC | 0.05% | 2.13M | 156.66M | 2.13M | +100.00% |
| Dec 31, 2023 | PRUDENTIAL FINANCIAL INC | 0.05% | 2.06M | 151.81M | 372.05K | +21.99% |
| Dec 31, 2023 | MISSION WEALTH MANAGEMENT, LP | 0.05% | 2.01M | 147.81M | 157.04K | +8.48% |
| Dec 31, 2023 | ALLWORTH FINANCIAL LP | 0.36% | 15.74M | 1.16B | 521.96K | +3.43% |
| Dec 31, 2023 | SEI INVESTMENTS CO | 0.37% | 16.31M | 1.2B | 426.67K | +2.69% |
| Dec 31, 2023 | MORNINGSTAR INVESTMENT SERVICES LLC | 0.41% | 17.9M | 1.32B | 8.48M | +90.08% |
| Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 0.43% | 18.75M | 1.38B | 104.95K | +0.56% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0.44% | 19.23M | 1.41B | 2.62M | +15.78% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0.46% | 20.07M | 1.48B | 4.62M | +29.92% |
| Dec 31, 2023 | TRUIST FINANCIAL CORP | 0.07% | 2.89M | 212.35M | 78.26K | +2.79% |
| Dec 31, 2023 | GLOBAL ENDOWMENT MANAGEMENT, LP | 0.07% | 3.05M | 224.17M | -106K | -3.36% |
| Dec 31, 2023 | PURE FINANCIAL ADVISORS, LLC | 0.08% | 3.33M | 244.85M | 356.12K | +11.98% |
| Dec 31, 2023 | UBS GROUP AG | 0.11% | 4.77M | 351.07M | 536.45K | +12.66% |
| Dec 31, 2023 | GOLDMAN SACHS GROUP INC | 0.35% | 15.34M | 1.13B | -267.26K | -1.71% |
| Dec 31, 2023 | VANGUARD GROUP INC | 0.71% | 31.07M | 2.29B | 5.79M | +22.91% |
| Dec 31, 2023 | BLACKROCK INC. | 0.29% | 12.75M | 938M | 20.09K | +0.16% |
| Dec 31, 2023 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.23% | 10.17M | 747.72M | 2.21M | +27.81% |
| Dec 31, 2023 | TEXAS TREASURY SAFEKEEPING TRUST CO | 0.16% | 6.9M | 507.25M | 6.12M | +789.92% |
| Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 0.13% | 5.89M | 434.88M | 953.27K | +19.31% |
| Dec 31, 2023 | BANK OF NEW YORK MELLON CORP | 0.13% | 5.73M | 421.08M | -35.89K | -0.62% |
| Dec 31, 2023 | ORGEL WEALTH MANAGEMENT, LLC | 0.11% | 4.88M | 359.1M | 39.29K | +0.81% |
| Dec 31, 2023 | HIGHTOWER ADVISORS, LLC | 0.07% | 2.86M | 210.67M | 685.13K | +31.44% |
| Dec 31, 2023 | M&T BANK CORP | 0.06% | 2.8M | 206.2M | 132.05K | +4.94% |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0.08% | 3.38M | 248.53M | 695.9K | +25.94% |
| Dec 31, 2023 | LPL FINANCIAL LLC | 0.78% | 34.2M | 2.52B | 655.16K | +1.95% |
| Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.06% | 2.71M | 199.42M | 158.42K | +6.21% |
| Dec 31, 2023 | JONES FINANCIAL COMPANIES LLLP | 0.83% | 36.49M | 2.68B | -6.16M | -14.45% |
| Dec 31, 2023 | CREATIVE PLANNING | 1.39% | 61.1M | 21.72M | 5.59M | +10.08% |
| Dec 31, 2023 | MORGAN STANLEY | 1.93% | 84.85M | 6.24B | 2.27M | +2.75% |
| Dec 31, 2023 | JPMORGAN CHASE & CO | 2.19% | 96.34M | 7.09B | -9.53M | -9.00% |
| Dec 31, 2023 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.62% | 115.16M | 8.47B | 10.67M | +10.21% |
| Dec 31, 2023 | 0.05% | 1.98M | 145.97M | 411.03K | +26.16% | |
| Dec 31, 2023 | RFG ADVISORY, LLC | 0.04% | 1.97M | 145.1M | -52.93K | -2.61% |
| Dec 31, 2023 | CI PRIVATE WEALTH, LLC | 0.04% | 1.89M | 139.2M | -19.23K | -1.01% |
| Dec 31, 2023 | CETERA ADVISOR NETWORKS LLC | 0.04% | 1.87M | 137.69M | 5.43K | +0.29% |
Among the BND insiders holding of N/A of the stake in company, ROTHSCHILD REALTY INVESTORS III LLC, 10 percent owner, holds the largest shares of 0. , , is the second largest BND insider with ownership of - shares. , , stands third with possession of - shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| ROTHSCHILD REALTY INVESTORS III LLC | 10 percent owner | 0 |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Dec 30, 2003 | ROTHSCHILD REALTY INVESTORS III LLC | SALE | 0.00 | 3.28M | - | 0 |