Unlock stock picks and a broker-level newsfeed that powers Wall Street.
71.27
+1.60
+(2.30%)
At close: March 12 at 4:02:22 PM EDT
Major Holders
| Breakdown | |
|---|---|
| -- | % of Shares Held by All Insider |
| -- | % of Shares Held by Institutions |
| -- | % of Float Held by Institutions |
| -- | Number of Institutions Holding Shares |
Top Institutional Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Dynasty Wealth Management, LLC | 2.66M | Dec 31, 2024 | 56.18% | 189,795,065 |
| JP Morgan Chase & Company | 2.01M | Dec 31, 2024 | 42.41% | 143,260,675 |
| Sagespring Wealth Partners, LLC | 1.91M | Dec 31, 2024 | 40.21% | 135,832,488 |
| Envestnet Asset Management | 741.43k | Dec 31, 2024 | 15.64% | 52,842,069 |
| Aspiriant, LLC | 131.49k | Dec 31, 2024 | 2.77% | 9,371,078 |
| Procyon Advisors, LLC | 101.15k | Dec 31, 2024 | 2.13% | 7,208,746 |
| Signify Wealth | 91.03k | Dec 31, 2024 | 1.92% | 6,487,351 |
| Centerline Wealth Advisors, LLC | 68.84k | Dec 31, 2024 | 1.45% | 4,906,369 |
| Albion Financial Group | 64.22k | Dec 31, 2024 | 1.35% | 4,577,030 |
| 3EDGE Asset Management, LP | 60.47k | Dec 31, 2024 | 1.28% | 4,309,696 |
Top Mutual Fund Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| TCW Conservative Allocation Fd | 2.37k | Oct 31, 2024 | 0.05% | 168,909 |