Security key
98149E303
Security key
98149E303
Report period
Q3 2022
Institutions
238
Top holders
10
Broader feeds
Reporting periods
Recent filing periods:
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
—
class O/S missing
|
9,300,000
|
$333,684,000 | — | 30 Jun 2022 | |
| Wealthsimple Inc. |
13F
|
Company |
—
class O/S missing
|
5,726,681
|
$205,473,000 | — | 30 Jun 2022 | |
| Alaska Permanent Fund Corp |
13F
|
Company |
—
class O/S missing
|
5,224,000
|
$187,437,000 | — | 30 Jun 2022 | |
| EVOKE WEALTH, LLC |
13F
|
Company |
—
class O/S missing
|
4,197,359
|
$150,601,000 | — | 30 Jun 2022 | |
| Tidal Investments LLC |
13F
|
Company |
—
class O/S missing
|
3,856,385
|
$138,367,000 | — | 30 Jun 2022 | |
| RGT Wealth Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
3,514,322
|
$126,094,000 | — | 30 Jun 2022 | |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP |
13F
|
Company |
—
class O/S missing
|
3,314,800
|
$118,935,000 | — | 30 Jun 2022 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
2,915,745
|
$104,617,000 | — | 30 Jun 2022 | |
| 3EDGE Asset Management, LP |
13F
|
Company |
—
class O/S missing
|
2,865,845
|
$102,827,000 | — | 30 Jun 2022 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
2,294,049
|
$82,310,000 | — | 30 Jun 2022 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
1,864,506
|
$66,898,000 | — | 30 Jun 2022 | |
| CW Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
1,850,606
|
$66,399,000 | — | 30 Jun 2022 | |
| Gradient Investments LLC |
13F
|
Company |
—
class O/S missing
|
1,815,209
|
$65,130,000 | — | 30 Jun 2022 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
1,668,846
|
$59,878,000 | — | 30 Jun 2022 | |
| Mirae Asset Global Investments Co., Ltd. |
13F
|
Company |
—
class O/S missing
|
1,667,542
|
$59,832,000 | — | 30 Jun 2022 | |
| COHEN & STEERS, INC. |
13F
|
Company |
—
class O/S missing
|
1,222,956
|
$43,880,000 | — | 30 Jun 2022 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
1,106,172
|
$39,689,000 | — | 30 Jun 2022 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
1,096,198
|
$39,331,000 | — | 30 Jun 2022 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
1,026,807
|
$36,842,000 | — | 30 Jun 2022 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
1,009,756
|
$36,230,000 | — | 30 Jun 2022 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
985,362
|
$35,355,000 | — | 30 Jun 2022 | |
| Strategic Financial Services, Inc. |
13F
|
Company |
—
class O/S missing
|
961,775
|
$34,508,000 | — | 30 Jun 2022 | |
| Asset Management One Co., Ltd. |
13F
|
Company |
—
class O/S missing
|
961,607
|
$34,502,000 | — | 30 Jun 2022 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
947,249
|
$33,985,000 | — | 30 Jun 2022 | |
| American Investment Services, Inc. |
13F
|
Company |
—
class O/S missing
|
888,744
|
$31,888,000 | — | 30 Jun 2022 | |
| Hollow Brook Wealth Management LLC |
13F
|
Company |
—
class O/S missing
|
867,605
|
$31,130,000 | — | 30 Jun 2022 | |
| Richard C. Young & CO., LTD. |
13F
|
Company |
—
class O/S missing
|
857,727
|
$30,775,000 | — | 30 Jun 2022 | |
| Capital Planning Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
750,933
|
$26,943,000 | — | 30 Jun 2022 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
730,252
|
$26,201,000 | — | 30 Jun 2022 | |
| Burt Wealth Advisors |
13F
|
Company |
—
class O/S missing
|
595,505
|
$21,367,000 | — | 30 Jun 2022 | |
| Wealthcare Advisory Partners LLC |
13F
|
Company |
—
class O/S missing
|
589,450
|
$21,149,000 | — | 30 Jun 2022 | |
| EXCHANGE TRADED CONCEPTS, LLC |
13F
|
Company |
—
class O/S missing
|
581,246
|
$20,855,000 | — | 30 Jun 2022 | |
| ASSETMARK, INC |
13F
|
Company |
—
class O/S missing
|
547,428
|
$19,642,000 | — | 30 Jun 2022 | |
| BRANDYWINE OAK PRIVATE WEALTH LLC |
13F
|
Company |
—
class O/S missing
|
530,491
|
$19,034,000 | — | 30 Jun 2022 | |
| PFS INVESTMENTS INC. |
13F
|
Company |
—
class O/S missing
|
510,610
|
$18,321,000 | — | 30 Jun 2022 | |
| SNS Financial Group, LLC |
13F
|
Company |
—
class O/S missing
|
506,229
|
$18,163,000 | — | 30 Jun 2022 | |
| WCG Wealth Advisors LLC |
13F
|
Company |
—
class O/S missing
|
501,036
|
$17,977,000 | — | 30 Jun 2022 | |
| Private Advisor Group, LLC |
13F
|
Company |
—
class O/S missing
|
438,490
|
$15,733,000 | — | 30 Jun 2022 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
—
class O/S missing
|
404,123
|
$14,500,000 | — | 30 Jun 2022 | |
| Timber Creek Capital Management LLC |
13F
|
Company |
—
class O/S missing
|
392,830
|
$14,094,000 | — | 30 Jun 2022 | |
| Keudell/Morrison Wealth Management |
13F
|
Company |
—
class O/S missing
|
381,499
|
$13,688,000 | — | 30 Jun 2022 | |
| Joseph Group Capital Management |
13F
|
Company |
—
class O/S missing
|
373,544
|
$13,403,000 | — | 30 Jun 2022 | |
| JNBA Financial Advisors |
13F
|
Company |
—
class O/S missing
|
368,089
|
$13,207,000 | — | 30 Jun 2022 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
351,274
|
$12,603,000 | — | 30 Jun 2022 | |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
13F
|
Company |
—
class O/S missing
|
340,510
|
$12,217,000 | — | 30 Jun 2022 | |
| Baird Financial Group, Inc. |
13F
|
Company |
—
class O/S missing
|
339,208
|
$12,171,000 | — | 30 Jun 2022 | |
| Goodman Advisory Group, LLC |
13F
|
Company |
—
class O/S missing
|
337,976
|
$12,127,000 | — | 30 Jun 2022 | |
| NOTTINGHAM ADVISORS, INC. |
13F
|
Company |
—
class O/S missing
|
334,525
|
$12,003,000 | — | 30 Jun 2022 | |
| January Capital Advisors LLC |
13F
|
Company |
—
class O/S missing
|
311,912
|
$11,191,000 | — | 30 Jun 2022 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
301,386
|
$10,813,000 | — | 30 Jun 2022 |
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
| Investor | Q2 2022 Shares | Q3 2022 Shares | Share Diff | Share Chg % | Q2 2022 Value $ | Q3 2022 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).