TOPT Institutional Ownership
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Institutional Ownership — TOPT
117
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
249M
Total Invested
32
New Positions
41
Increased
30
Reduced
10
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (125 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,208,160 | $43M | +165,289 | +15.8% | 6Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 788,413 | $28M | +111,315 | +16.4% | 4Q | SEC ↗ |
| 3 | VICTORY CAPITAL MANAGEMENT INC | 689,021 | $24M | — | +0.0% | 2Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 518,627 | $18M | +92,189 | +21.6% | 4Q | SEC ↗ |
| 5 | BlackRock, Inc. | 425,075 | $15M | +4,862 | +1.2% | 7Q | SEC ↗ |
| 6 | Mirae Asset Global Investments Co., Lt NEW | 393,116 | $14M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Goodman Advisory Group, LLC | 388,708 | $14M | +5,435 | +1.4% | 4Q | SEC ↗ |
| 8 | IHT Wealth Management, LLC | 224,723 | $8M | +126,037 | +127.7% | 2Q | SEC ↗ |
| 9 | Cetera Investment Advisers | 204,325 | $7M | +77,214 | +60.7% | 6Q | SEC ↗ |
| 10 | CEERA INVESTMENTS, LLC NEW | 191,319 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 11 | INDEPENDENT FINANCIAL GROUP, LLC | 189,977 | $7M | -104,849 | -35.6% | 6Q | SEC ↗ |
| 12 | Atomic Invest LLC | 185,392 | $7M | +183,526 | +9835.3% | 1Q | SEC ↗ |
| 13 | Clear Creek Financial Management, LLC | 174,117 | $6M | +70,197 | +67.5% | 7Q | SEC ↗ |
| 14 | TWO SIGMA INVESTMENTS, LP NEW | 154,200 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 113,950 | $4M | +17,408 | +18.0% | 5Q | SEC ↗ |
| 16 | Horizon Investments, LLC | 109,239 | $4M | -16,337 | -13.0% | 4Q | SEC ↗ |
| 17 | FOUNDERS FINANCIAL SECURITIES LLC | 109,205 | $4M | +46,355 | +73.8% | 4Q | SEC ↗ |
| 18 | JPMORGAN CHASE & CO | 88,139 | $3M | +78,678 | +831.6% | 2Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC | 84,069 | $3M | +24,526 | +41.2% | 5Q | SEC ↗ |
| 20 | BRADLEY FOSTER & SARGENT INC/CT NEW | 82,873 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 21 | Janney Montgomery Scott LLC NEW | 82,470 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 22 | HighTower Advisors, LLC | 68,863 | $2M | +31,654 | +85.1% | 5Q | SEC ↗ |
| 23 | OPPENHEIMER & CO INC | 61,936 | $2M | +4,820 | +8.4% | 6Q | SEC ↗ |
| 24 | Kestra Advisory Services, LLC | 61,154 | $2M | +6,010 | +10.9% | 7Q | SEC ↗ |
| 25 | ATX Financial Planning, LLC | 54,670 | $2M | -295 | -0.5% | 3Q | SEC ↗ |
| 26 | D. E. Shaw & Co., Inc. NEW | 44,091 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 42,346 | $1M | +2,575 | +6.5% | 6Q | SEC ↗ |
| 28 | Prospera Financial Services Inc | 40,952 | $1M | -1,724 | -4.0% | 6Q | SEC ↗ |
| 29 | RIA Advisory Group LLC | 40,559 | $1M | -5,203 | -11.4% | 7Q | SEC ↗ |
| 30 | Keystone Wealth Services, LLC | 40,005 | $1M | +1,634 | +4.3% | 6Q | SEC ↗ |
| 31 | Signal Advisors Wealth, LLC NEW | 39,182 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 32 | OpenArc Corporate Advisory, LLC | 38,730 | $1M | +4,146 | +12.0% | 2Q | SEC ↗ |
| 33 | &PARTNERS | 33,057 | $1M | +33,057 | — | 2Q | SEC ↗ |
| 34 | Midwest Financial Network, LLC NEW | 29,462 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 35 | J.W. COLE ADVISORS, INC. | 28,953 | $1M | -2,289 | -7.3% | 5Q | SEC ↗ |
| 36 | Core Wealth Partners LLC | 28,651 | $1M | -6,548 | -18.6% | 4Q | SEC ↗ |
| 37 | BANK OF MONTREAL /CAN | 25,331 | $892K | — | +0.0% | 7Q | SEC ↗ |
| 38 | CreativeOne Wealth, LLC | 25,068 | $883K | -2,153 | -7.9% | 2Q | SEC ↗ |
| 39 | Kestra Investment Management, LLC NEW | 25,052 | $882K | — | +0.0% | 1Q | SEC ↗ |
| 40 | MMBG INVESTMENT ADVISORS CO. NEW | 25,000 | $880K | — | +0.0% | 1Q | SEC ↗ |
| 41 | BANK OF AMERICA CORP /DE | 24,623 | $867K | +6,742 | +37.7% | 5Q | SEC ↗ |
| 42 | Cambridge Investment Research Advisors | 23,628 | $832K | +15,564 | +193.0% | 2Q | SEC ↗ |
| 43 | Savvy Advisors, Inc. | 22,736 | $801K | -10 | -0.0% | 3Q | SEC ↗ |
| 44 | CPC Advisors, LLC NEW | 22,340 | $787K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Geneos Wealth Management Inc. | 21,604 | $761K | +10,218 | +89.7% | 4Q | SEC ↗ |
| 46 | RCS Financial Planning, LLC NEW | 19,683 | $693K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Legacy Financial Group LLC | 18,459 | $650K | +323 | +1.8% | 6Q | SEC ↗ |
| 48 | Envestnet Portfolio Solutions, Inc. | 18,417 | $648K | +7,731 | +72.3% | 4Q | SEC ↗ |
| 49 | Tranquilli Financial Advisor LLC | 17,669 | $622K | +5,930 | +50.5% | 4Q | SEC ↗ |
| 50 | Private Advisor Group, LLC | 16,284 | $573K | -15,621 | -49.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Mirae Asset Global Investments Co., | 393,116 | $14M |
| CEERA INVESTMENTS, LLC | 191,319 | $7M |
| TWO SIGMA INVESTMENTS, LP | 154,200 | $5M |
| BRADLEY FOSTER & SARGENT INC/CT | 82,873 | $3M |
| Janney Montgomery Scott LLC | 82,470 | $3M |
| D. E. Shaw & Co., Inc. | 44,091 | $2M |
| Signal Advisors Wealth, LLC | 39,182 | $1M |
| Midwest Financial Network, LLC | 29,462 | $1M |
| Kestra Investment Management, LLC | 25,052 | $882K |
| MMBG INVESTMENT ADVISORS CO. | 25,000 | $880K |
| CPC Advisors, LLC | 22,340 | $787K |
| RCS Financial Planning, LLC | 19,683 | $693K |
| QUATTRO FINANCIAL ADVISORS LLC | 14,585 | $514K |
| THOROUGHBRED FINANCIAL SERVICES, LL | 14,565 | $513K |
| GatePass Capital, LLC | 11,515 | $405K |
| HRT FINANCIAL LP | 9,669 | $340K |
| ROTHSCHILD INVESTMENT LLC | 9,225 | $325K |
| MML INVESTORS SERVICES, LLC | 9,195 | $324K |
| Valeo Financial Advisors, LLC | 7,025 | $247K |
| FIDUCIARY FINANCIAL ADVISORS | 6,961 | $245K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ROYAL BANK OF CANADA | 53,157 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 31,481 | $1M |
| Insight Wealth Partners, LLC | 27,469 | $967K |
| Quadrature Capital Ltd | 20,132 | $709K |
| JANE STREET GROUP, LLC | 10,806 | $380K |
| Realta Investment Advisors | 10,305 | $363K |
| INSIGNEO ADVISORY SERVICES, LLC | 9,681 | $341K |
| Diversify Advisory Services, LLC | 9,317 | $328K |
| JONES FINANCIAL COMPANIES LLLP | 1,358 | $48K |
| ARMSTRONG ADVISORY GROUP, INC | 832 | $29K |
| GROUP ONE TRADING LLC | 400 | $14K |
| Russell Investments Group, Ltd. | 200 | $7K |
| US BANCORP \DE | 104 | $4K |
| BNP PARIBAS FINANCIAL MARKETS | 43 | $2K |
| Bogart Wealth, LLC | 10 | $0K |
| Financial Perspectives, Inc | 3 | $0K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP, LLC | -104,849 | -35.6% | 189,977 |
| Horizon Investments, LLC | -16,337 | -13.0% | 109,239 |
| Private Advisor Group, LLC | -15,621 | -49.0% | 16,284 |
| Mariner, LLC | -13,465 | -66.3% | 6,838 |
| Qube Research & Technologies Ltd | -8,588 | -96.2% | 340 |
| Core Wealth Partners LLC | -6,548 | -18.6% | 28,651 |
| RIA Advisory Group LLC | -5,203 | -11.4% | 40,559 |
| UBS Group AG | -3,141 | -60.1% | 2,088 |
| Strategic Financial Concepts, LLC | -2,990 | -24.3% | 9,300 |
| Tower Research Capital LLC (TRC) | -2,928 | -66.7% | 1,461 |
| J.W. COLE ADVISORS, INC. | -2,289 | -7.3% | 28,953 |
| CreativeOne Wealth, LLC | -2,153 | -7.9% | 25,068 |
| Prospera Financial Services Inc | -1,724 | -4.0% | 40,952 |
| AE Wealth Management LLC | -1,443 | -96.3% | 55 |
| Focus Partners Advisor Solutions, L | -1,435 | -15.8% | 7,645 |
| Guardian Capital, LLC | -1,200 | -13.2% | 7,900 |
| Steward Partners Investment Advisor | -1,125 | -27.7% | 2,940 |
| ATX Financial Planning, LLC | -295 | -0.5% | 54,670 |
| Rockefeller Capital Management L.P. | -32 | -5.5% | 555 |
| Savvy Advisors, Inc. | -10 | -0.0% | 22,736 |