Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 2.61 M | $125.77 M | 9.87% | 12.15% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 2.09 M | $100.90 M | 73.62% | 9.74% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.35 M | $64.80 M | 16.36% | 6.26% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.11 M | $53.61 M | 13.38% | 5.18% |
| HANCOCK PROSPECTING PTY LTD | 02/17/2026 | 1.06 M | $50.84 M | 0.00% | 4.91% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 1.02 M | $49.13 M | -22.99% | 4.74% |
| WHARTON BUSINESS GROUP, LLC | 02/11/2026 | 954.68 K | $46.00 M | -3.47% | 4.44% |
| ASSETMARK, INC | 01/23/2026 | 631.41 K | $30.42 M | 1,433.25% | 2.94% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 362.58 K | $17.47 M | 22.36% | 1.69% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 338.67 K | $16.32 M | 50.56% | 1.58% |
| UBS GROUP AG | 01/29/2026 | 338.04 K | $16.29 M | 1.39% | 1.57% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 336.82 K | $16.23 M | 43.97% | 1.57% |
| BROWN ADVISORY INC | 02/13/2026 | 304.30 K | $14.66 M | 100.00% | 1.42% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 255.11 K | $12.29 M | 29.72% | 1.19% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 224.77 K | $10.83 M | 11.12% | 1.05% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 196.87 K | $9.49 M | 38.87% | 0.92% |
| ROYAL BANK OF CANADA | 02/17/2026 | 176.66 K | $8.51 M | 13.65% | 0.82% |
| TREK FINANCIAL, LLC | 02/04/2026 | 169.31 K | $8.16 M | 9.45% | 0.79% |
| TD WATERHOUSE CANADA INC. | 01/27/2026 | 167.75 K | $8.07 M | -47.68% | 0.78% |
| MARINER, LLC | 02/13/2026 | 152.22 K | $7.33 M | 339.96% | 0.71% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 144.59 K | $6.97 M | 24.65% | 0.67% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 02/09/2026 | 143.60 K | $6.92 M | 2,023.63% | 0.67% |
| NORTHROCK PARTNERS, LLC | 02/17/2026 | 130.11 K | $6.27 M | 25.18% | 0.61% |
| MCNAUGHTON WEALTH MANAGEMENT, LLC | 01/12/2026 | 127.97 K | $6.17 M | 13.12% | 0.60% |
| WEALTHCARE ADVISORY PARTNERS LLC | 01/14/2026 | 105.92 K | $5.10 M | -0.18% | 0.49% |
| ALEXANDER LABRUNERIE & CO., INC. | 03/26/2026 | 102.67 K | $4.95 M | 1.62% | 0.48% |
| BOSTONPREMIER WEALTH LLC | 01/13/2026 | 92.00 K | $4.43 M | -4.60% | 0.43% |
| LRI INVESTMENTS, LLC | 02/04/2026 | 89.59 K | $4.32 M | 1.22% | 0.42% |
| CREATIVE PLANNING | 02/17/2026 | 88.49 K | $4.26 M | 6.09% | 0.41% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 87.00 K | $4.19 M | -9.49% | 0.40% |
| SHIRA RIDGE WEALTH MANAGEMENT | 01/12/2026 | 84.74 K | $4.08 M | 413.66% | 0.39% |
| CORA CAPITAL ADVISORS LLC | 01/28/2026 | 79.92 K | $3.85 M | 7.04% | 0.37% |
| 5TH STREET ADVISORS, LLC | 01/30/2026 | 79.63 K | $3.84 M | -2.50% | 0.37% |
| BROOKSTONE CAPITAL MANAGEMENT | 01/15/2026 | 76.68 K | $3.69 M | 79.80% | 0.36% |
| INVESTOR'S FIDUCIARY ADVISOR NETWORK, LLC | 02/12/2026 | 64.24 K | $3.09 M | 100.00% | 0.30% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 62.55 K | $3.01 M | -11.87% | 0.29% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 60.07 K | $2.89 M | 419.66% | 0.28% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 57.81 K | $2.79 M | 15.08% | 0.27% |
| CWM, LLC | 01/26/2026 | 56.51 K | $2.72 M | 63.31% | 0.26% |
| WEALTH MANAGEMENT PARTNERS, LLC | 01/12/2026 | 51.89 K | $2.50 M | 8.71% | 0.24% |
| CITIGROUP INC | 02/13/2026 | 51.68 K | $2.49 M | -5.00% | 0.24% |
| GREAT VALLEY ADVISOR GROUP, INC. | 02/12/2026 | 49.85 K | $2.40 M | -0.45% | 0.23% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 46.28 K | $2.23 M | 5.46% | 0.22% |
| AVESTAR CAPITAL, LLC | 02/10/2026 | 45.60 K | $2.20 M | 0.00% | 0.21% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 45.19 K | $2.18 M | -0.28% | 0.21% |
| INTRUA FINANCIAL, LLC | 02/05/2026 | 45.09 K | $2.17 M | 2.31% | 0.21% |
| ARDENT CAPITAL MANAGEMENT, INC. | 02/12/2026 | 42.06 K | $2.03 M | 10.05% | 0.20% |
| STRATEGIC ADVOCATES LLC | 02/11/2026 | 41.87 K | $2.04 M | 2.87% | 0.19% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 41.14 K | $1.98 M | -8.09% | 0.19% |
| OPUS CAPITAL GROUP, LLC | 01/30/2026 | 38.03 K | $1.83 M | 100.00% | 0.18% |
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institutional Ownership - FAQ's
During the previous two years, 236 institutional investors and hedge funds held shares of . The most heavily invested institutionals were:
Concord Wealth Partners: 0
Robertson Stephens Wealth Management, LLC: 0
Envestnet Portfolio Solutions, Inc.: 0
D.A. DAVIDSON & CO.: 0
EHRLICH FINANCIAL GROUP: 0
Root Financial Partners, LLC: 0
83.70% of stock is owned by institutional investors.
Institutional investors have bought a total of 15.74 M shares in the last 24 months. This purchase volume represents approximately $0 in transactions.