Stock
Reported value
$932.9M
Holders
287
+32 new · −41 exited
Holders’ est. mark
−$54.2M
Price effect on 222 books still in the name
Largest holder
$367M
Dodge & Cox
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $5.73M
- Bridgewater0.0% · $457.3K
- Fidelity0.0% · $2.8M
- State Street0.0% · $95K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Dodge & Cox | 50.6M | $367M | −$22.8M | Cut−$176.7M |
| DIMENSIONAL FUND ADVISORS LP | 11.7M | $85.2M | −$4.89M | Added$1.66M |
| MORGAN STANLEY | 10.5M | $76.4M | −$4.73M | Cut−$24.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5.63M | $40.9M | −$2.53M | Cut−$51.6M |
| BlackRock, Inc. | 5.29M | $38.4M | −$2.38M | Cut−$2.38M |
| GOLDMAN SACHS GROUP INC | 4.56M | $33.1M | −$1.89M | Added$656.9K |
| JANE STREET GROUP, LLC | 3.3M | $24M | −$796.5K | Added$10.3M |
| UBS Group AG | 2.74M | $19.9M | −$1.15M | Added$270.9K |
| RAYMOND JAMES FINANCIAL INC | 2.45M | $17.8M | −$1.09M | Cut−$857K |
| ABC ARBITRAGE SA | 2.11M | $15.3M | −$943.8K | Cut−$872.8K |
| Quantinno Capital Management LP | 1.74M | $12.6M | −$546.8K | Added$3.23M |
| NORTHERN TRUST CORP | 1.5M | $10.9M | −$676.9K | Cut−$1.04M |
| BNP PARIBAS FINANCIAL MARKETS | 1.45M | $10.5M | −$653.5K | Cut−$5.66M |
| AMERICAN CENTURY COMPANIES INC | 1.39M | $10.1M | −$627.6K | Cut−$730.5K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1.23M | $8.91M | −$552.1K | Cut−$9.91M |
| GRACE & WHITE INC /NY | 1.11M | $8.04M | −$498.3K | Cut−$529.1K |
| JPMORGAN CHASE & CO | 1.05M | $7.28M | −$405.6K | Added$3.27M |
| Private Wealth Asset Management, LLC | 900K | $6.53M | −$405K | Cut−$405.9K |
| Tower Research Capital LLC (TRC) | 885.3K | $6.43M | −$311K | Added$1.1M |
| Icahn Capital | 788.7K | $5.73M | −$354.9K | Cut−$816.6K |
| DRW Securities, LLC | 782.7K | $5.68M | −$189.4K | Added$2.44M |
| Transmarket Holdings LP | 665.6K | $4.83M | −$145.3K | Added$2.34M |
| TODD ASSET MANAGEMENT LLC | 648.6K | $4.71M | −$273.2K | Added$28.5K |
| OLD MISSION CAPITAL LLC | 613.3K | $4.45M | −$177.7K | Added$1.41M |
| OPPENHEIMER & CO INC | 559.6K | $4.06M | −$230.4K | Added$115.1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 536.2K | $3.89M | −$198K | Added$501.1K |
| TWO SIGMA INVESTMENTS, LP | 532.6K | $3.87M | −$130.4K | Added$1.63M |
| Creative Planning | 525.9K | $3.82M | −$227.1K | Cut−$73.1K |
| BANK OF MONTREAL /CAN/ | 501.1K | $3.64M | −$21.1K | Added$3.28M |
| US BANCORP \DE\ | 438.7K | $3.19M | −$197.4K | Cut−$197.3K |
| SEI INVESTMENTS CO | 413K | $3M | −$162.1K | Added$220.8K |
| Fidelity | 385.1K | $2.8M | −$69.1K | Added$1.61M |
| BANK OF AMERICA CORP /DE/ | 362.4K | $2.63M | −$116.8K | Added$630.5K |
| CIBC WORLD MARKET INC. | 346.4K | $2.51M | −$153.9K | Cut−$122.1K |
| Hennion & Walsh Asset Management, Inc. | 323.3K | $2.35M | −$145.5K | Cut−$804K |
| Optiver Holding B.V. | 314.6K | $2.28M | −$141.6K | Cut−$4.49M |
| Vident Advisory, LLC | 304.6K | $2.21M | −$127.4K | Added$27.6K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 301.3K | $2.19M | −$115.5K | Added$208.3K |
| Schonfeld Strategic Advisors LLC | 297.9K | $2.16M | −$52K | Added$1.27M |
| Ethic Inc. | 259.4K | $1.88M | −$116.7K | Cut−$123.6K |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 237.5K | $1.72M | −$106.8K | Cut−$104.6K |
| Qube Research & Technologies Ltd | 228.7K | $1.66M | −$102.9K | Cut−$5.96M |
| PNC Financial Services Group, Inc. | 220.9K | $1.6M | −$94.6K | Cut−$16.6K |
| VANGUARD FIDUCIARY TRUST CO | 209.5K | $1.52M | — | Held |
| QUADRANT CAPITAL GROUP LLC | 204.2K | $1.48M | −$91.9K | Cut−$120.9K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 184.7K | $1.48M | $53.3K | Added$313.4K |
| HighTower Advisors, LLC | 201.6K | $1.46M | −$89.3K | Cut−$66K |
| Mariner, LLC | 200.4K | $1.45M | −$91.4K | Cut−$90.4K |
| CAPITAL FUND MANAGEMENT S.A. | 199.9K | $1.45M | −$89.7K | Cut−$85.1K |
| MILLENNIUM MANAGEMENT LLC | 191.1K | $1.39M | −$86K | Cut−$931.5K |
| Laird Norton Wetherby Trust Company, LLC | 177.7K | $1.29M | −$79.9K | Cut−$178.9K |
| Cerity Partners LLC | 163.8K | $1.19M | −$72.8K | Cut−$57.7K |
| Crossmark Global Holdings, Inc. | 163.5K | $1.19M | −$70.6K | Cut−$23.1K |
| WELLS FARGO & COMPANY/MN | 163.4K | $1.19M | −$73.5K | Cut−$108.3K |
| Focus Partners Wealth | 153.3K | $1.13M | −$43.2K | Added$42K |
| GREENLEAF TRUST | 152.9K | $1.11M | −$68.8K | Cut−$73.6K |
| Entropy Technologies, LP | 142K | $1.03M | −$29.1K | Added$532.9K |
| Wealthstar Advisors, LLC | 133.5K | $969.3K | −$38.3K | Added$312.3K |
| IEQ CAPITAL, LLC | 133.4K | $968.4K | −$29.9K | Added$456.2K |
| Vanguard Personalized Indexing Management, LLC | 125.6K | $911.8K | −$56.5K | Cut−$236.5K |
| Sequoia Financial Advisors, LLC | 121.7K | $883.6K | −$13.6K | Added$649.9K |
| SIGNATUREFD, LLC | 119.1K | $864.5K | −$53.6K | Cut−$61.9K |
| Bank of New York Mellon Corp | 117.9K | $855.8K | −$52.5K | Cut−$42.9K |
| AMERIPRISE FINANCIAL INC | 115K | $834.8K | −$51.7K | Cut−$1.12M |
| Brooklyn Investment Group | 112.5K | $816.5K | −$40.2K | Added$192.2K |
| Abacus Wealth Partners, LLC | 110.3K | $800.4K | −$49.2K | Cut−$42.9K |
| Squarepoint Ops LLC | 99.6K | $722.8K | −$4.9K | Added$638.9K |
| Callan Family Office, LLC | 98.3K | $713.8K | −$44.2K | Cut−$227.8K |
| LPL Financial LLC | 93.2K | $676.8K | −$42K | Cut−$905.9K |
| Kestra Advisory Services, LLC | 90.9K | $660.2K | −$27.4K | Added$191K |
| Aaron Wealth Advisors LLC | 88.7K | $644.3K | −$15.2K | Added$383.1K |
| ENVESTNET ASSET MANAGEMENT INC | 82.4K | $598.2K | −$37.1K | Cut−$1.31M |
| Balyasny Asset Management L.P. | 81.7K | $593.4K | −$32.8K | Added$31.8K |
| RHUMBLINE ADVISERS | 79.7K | $578.6K | −$35.5K | Cut−$30K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 75.2K | $545.8K | −$30.5K | Added$23.3K |
| ROYAL BANK OF CANADA | 73.9K | $536K | −$32.6K | Cut−$16K |
| Pathstone Holdings, LLC | 73.1K | $530.6K | −$32.9K | Cut−$139.4K |
| MERCER GLOBAL ADVISORS INC /ADV | 71.8K | $521.2K | −$32.3K | Cut−$215.8K |
| OLIO Financial Planning | 71K | $515.5K | −$32K | Cut−$32K |
| COMMONWEALTH EQUITY SERVICES, LLC | 69.8K | $506.9K | −$30.4K | Cut−$14.5K |
| XTX Topco Ltd | 68.1K | $494.5K | −$30.7K | Cut−$2.88M |
| Russell Investments Group, Ltd. | 66.3K | $481.6K | −$22.6K | Added$94.5K |
| Caprock Group, LLC | 65.7K | $476.6K | −$29.5K | Cut−$32.5K |
| CAMBIAR INVESTORS LLC | 63.6K | $461.7K | −$28.6K | Cut−$28.6K |
| Bridgewater | 63K | $457.3K | — | New |
| SYON CAPITAL LLC | 61.3K | $444.8K | −$27.6K | Cut−$157.2K |
| Corient Private Wealth LLC | 63.7K | $441.1K | −$35.7K | Added$87.9K |
| FACTORY MUTUAL INSURANCE CO | 59.4K | $431.2K | −$26.7K | Cut−$874.8K |
| Sivia Capital Partners, LLC | 58.6K | $425.2K | −$21.8K | Added$52K |
| Miller Investment Management, LP | 57K | $413.9K | −$25.7K | Cut−$25.7K |
| Versant Capital Management, Inc | 56.6K | $411.2K | −$20.6K | Added$58.6K |
| RITHOLTZ WEALTH MANAGEMENT | 56.6K | $410.6K | −$25.5K | Cut−$71.1K |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 54.2K | $393.7K | −$24.4K | Cut−$25.9K |
| Ballentine Partners, LLC | 53.8K | $390.7K | −$24.2K | Cut−$48.3K |
| CHOREO, LLC | 52.1K | $378.3K | −$26.6K | Cut−$63.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 51.2K | $371.6K | −$15K | Added$113.7K |
| Venturi Wealth Management, LLC | 47.4K | $344.4K | −$8.29K | Added$202.3K |
| Clearstead Advisors, LLC | 45.7K | $331.9K | −$20.6K | Cut−$20.6K |
| QRG CAPITAL MANAGEMENT, INC. | 41.7K | $303.1K | −$15.9K | Added$30.7K |
| Prime Capital Investment Advisors, LLC | 41.2K | $298.9K | −$18.5K | Cut−$19.7K |
| JACKSON SQUARE CAPITAL, LLC | 40.5K | $293.9K | −$18.2K | Cut−$33.7K |
| Kingdom Financial Group LLC. | 37.8K | $274.7K | — | New |
| Lloyd Advisory Services, LLC. | 37.8K | $274.7K | — | New |
| Graham Capital Management, L.P. | 35.7K | $259K | −$16.1K | Cut−$193.1K |
| TWO SIGMA SECURITIES, LLC | 35.5K | $257.8K | −$16K | Cut−$86.5K |
| HUB Investment Partners, LLC | 35.1K | $254.6K | −$5.11K | Added$167.1K |
| STIFEL FINANCIAL CORP | 34.2K | $248K | −$15.4K | Cut−$514.1K |
| J.W. COLE ADVISORS, INC. | 33.3K | $242.1K | −$15K | Cut−$15.1K |
| Rockefeller Capital Management L.P. | 33.2K | $241.2K | −$1.74K | Added$211.6K |
| CIBC Bancorp USA Inc. | 33.2K | $241.1K | — | Held |
| Ellevest, Inc. | 33.2K | $240.9K | −$14.9K | Cut−$35.8K |
| Smartleaf Asset Management LLC | 34.2K | $237.2K | −$28.1K | Cut−$23.1K |
| FRANKLIN RESOURCES INC | 32.2K | $233.5K | −$14.5K | Cut−$45.8K |
| OSAIC HOLDINGS, INC. | 32.1K | $233.3K | −$12.9K | Added$12.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 29.8K | $219.7K | −$15.8K | Cut−$359.7K |
| Impact Investors, Inc | 30.2K | $219.6K | — | New |
| Allspring Global Investments Holdings, LLC | 29.3K | $214.4K | −$14.9K | Added$2.49K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 29.2K | $212.1K | −$13.1K | Cut−$37.6K |
| Wealthspire Retirement, LLC | 27.9K | $202.8K | −$12.6K | Cut−$12.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 27.9K | $202.6K | −$1.91K | Added$169.9K |
| CARY STREET PARTNERS FINANCIAL LLC | 27K | $195.9K | −$12.1K | Cut−$12.1K |
| Cetera Investment Advisers | 26.4K | $192K | −$11.9K | Cut−$289.9K |
| Private Advisor Group, LLC | 26.4K | $191.5K | −$10.7K | Added$8.81K |
| CAPTRUST FINANCIAL ADVISORS | 25.8K | $187.1K | −$8.38K | Added$43.4K |
| Scientech Research LLC | 24.8K | $179.8K | −$11.1K | Cut−$48.6K |
| Advisors Asset Management, Inc. | 24.7K | $179.5K | −$5.75K | Added$81K |
| PDS Planning, Inc | 24.1K | $174.6K | −$10.8K | Cut−$10.8K |
| Orion Porfolio Solutions, LLC | 24K | $174K | −$10.8K | Cut−$16.2K |
| Savant Capital, LLC | 23.8K | $172.7K | −$8.34K | Added$29.9K |
| VIEWPOINT INVESTMENT PARTNERS CORP | 30.1K | $160K | −$47K | Added$8.85K |
| Parallel Advisors, LLC | 22K | $159.6K | −$8.93K | Added$6.62K |
| Gotham Asset Management, LLC | 21.7K | $157.7K | −$9.78K | Cut−$9.78K |
| Central Pacific Bank - Trust Division | 21.5K | $156.1K | −$9.68K | Cut−$66K |
| Dynasty Wealth Management, LLC | 20.8K | $151.3K | −$6.37K | Added$42.3K |
| EverSource Wealth Advisors, LLC | 20.8K | $151K | −$6.65K | Added$37K |
| SAGE RHINO CAPITAL LLC | 20.8K | $150.9K | −$9.36K | Cut−$10.7K |
| TRUIST FINANCIAL CORP | 20.4K | $148.4K | −$9.2K | Cut−$101.5K |
| AE Wealth Management LLC | 20.3K | $147.3K | −$9.13K | Cut−$9.13K |
| YOUSIF CAPITAL MANAGEMENT, LLC | 20K | $145.5K | −$4.21K | Cut−$4.21K |
| HB Wealth Management, LLC | 19.9K | $144.6K | −$8.42K | Added$261 |
| Vise Technologies, Inc. | 18.6K | $143.4K | $0 | Held |
| NEUBERGER BERMAN GROUP LLC | 19.1K | $138.3K | −$5.81K | Added$38.9K |
| Calydon Capital | 17.9K | $130.2K | −$8.07K | Cut−$8.07K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17.6K | $128.1K | −$7.93K | Cut−$7.76K |
| EVOLVE PRIVATE WEALTH, LLC | 16.9K | $123K | −$7.63K | Cut−$47.6K |
| Waverly Advisors, LLC | 16.9K | $122.6K | −$7.6K | Cut−$12.1K |
| Summit Trail Advisors, LLC | 16.3K | $118.7K | — | New |
| Blue Trust, Inc. | 16.2K | $117.7K | −$6.71K | Added$2.67K |
| May Hill Capital, LLC | 16.1K | $117.2K | — | New |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 14.4K | $113K | −$235 | Added$20.4K |
| Dorsey & Whitney Trust CO LLC | 15.6K | $112.9K | −$7K | Cut−$15.1K |
| Kathmere Capital Management, LLC | 15K | $109.1K | — | New |
| FIRST TRUST ADVISORS LP | 15K | $108.9K | −$6.75K | Cut−$44.3K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 14.8K | $107.1K | −$6.64K | Cut−$18.8K |
| Boit C F David | 14.7K | $106.7K | −$5.44K | Cut−$5.44K |
| FRANKLIN STREET ADVISORS INC /NC | 14.6K | $105.6K | −$6.55K | Cut−$14.3K |
| Focus Partners Advisor Solutions, LLC | 14.4K | $104.9K | −$5.78K | Added$6.08K |
| Trek Financial, LLC | 14.4K | $104.7K | −$6.07K | Added$698 |
| JONES FINANCIAL COMPANIES LLLP | 15.1K | $103.9K | −$9.33K | Added$19.3K |
| Henry James International Management Inc. | 14.3K | $103.5K | −$6.42K | Cut−$6.42K |
| Invesco Ltd. | 14.2K | $103.2K | — | New |
| EP Wealth Advisors, LLC | 14.2K | $103K | −$6.16K | Cut−$2.58K |
| Wealthcare Advisory Partners LLC | 13.9K | $101.1K | — | New |
| Checchi Capital Advisers, LLC | 13.6K | $98.6K | −$6.11K | Cut−$6.11K |
| FourThought Financial Partners, LLC | 13.5K | $97.7K | −$6.06K | Cut−$25.5K |
| AXQ CAPITAL, LP | 13.4K | $97.5K | — | New |
| GeoWealth Management, LLC | 13.4K | $97.3K | −$4.76K | Added$15.5K |
| State Street | 13.1K | $95K | −$5.89K | Cut−$5.89K |
| STOCK YARDS BANK & TRUST CO | 12.8K | $93.3K | −$5.78K | Cut−$5.78K |
| Atria Investments, Inc | 12.6K | $91.4K | −$5.67K | Cut−$311.8K |
| Argos Wealth Advisors, LLC | 12.4K | $90.3K | −$5.6K | Cut−$5.6K |
| KEYBANK NATIONAL ASSOCIATION/OH | 12.1K | $87.8K | — | New |
| EARNED WEALTH ADVISORS, LLC | 11.9K | $86.2K | −$4.66K | Added$6.28K |
| Perigon Wealth Management, LLC | 11.8K | $85.6K | — | New |
| CWM, LLC | 11.7K | $84.6K | $84.5K | Added$84.3K |
| Keebeck Wealth Management | 11.5K | $83.6K | — | New |
| Wedmont Private Capital | 10.7K | $83.5K | $2.32K | Added$3.94K |
| Sanctuary Advisors, LLC | 11.3K | $82K | — | New |
| GLENMEDE TRUST CO NA | 11.2K | $81.6K | −$5.06K | Cut−$5.64K |
| Baron Wealth Management LLC | 11.2K | $81.6K | — | New |
| M&T Bank Corp | 11.2K | $81.3K | −$5.1K | Cut−$19K |
| Canopy Partners, LLC | 10.9K | $79.3K | −$4.58K | Added$928 |
| Beacon Pointe Advisors, LLC | 10.8K | $78.3K | — | New |
| Allworth Financial LP | 10.7K | $77.8K | −$4.83K | Cut−$8.44K |
| Stronghold Wealth Management L.L.C. | 10.2K | $73.7K | — | New |
| SHELTON CAPITAL MANAGEMENT | 10K | $72.6K | — | New |
| Cromwell Holdings LLC | 9.69K | $70.4K | −$4.36K | Cut−$4.36K |
| DEUTSCHE BANK AG\ | 9.31K | $67.6K | −$4.19K | Cut−$4.19K |
| Farther Finance Advisors, LLC | 9.14K | $67.3K | −$2.66K | Added$7.11K |
| Federation des caisses Desjardins du Quebec | 7.8K | $56.6K | −$3.48K | Cut−$276K |
| GAMMA Investing LLC | 7.5K | $54.4K | −$3.3K | Cut−$2.12K |
| Independence Bank of Kentucky | 7K | $50.8K | −$3.15K | Cut−$10.9K |
| ROTHSCHILD INVESTMENT LLC | 5.78K | $41.9K | −$2.6K | Cut−$22.5K |
| Pinnacle Wealth Planning Services, Inc. | 5.69K | $41.3K | −$1.83K | Added$10K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 5K | $40.2K | $1.65K | Added$1.65K |
| BROWN BROTHERS HARRIMAN & CO | 4.23K | $30.7K | −$1.32K | Added$8.07K |
| MAI Capital Management | 4.08K | $29.6K | −$495 | Added$21.2K |
| MassMutual Private Wealth & Trust, FSB | 3.34K | $24.3K | −$1.51K | Cut−$1.5K |
| HARBOUR INVESTMENTS, INC. | 3.29K | $23.9K | −$858 | Added$9.19K |
| Ares Financial Consulting, LLC | 3.03K | $22.3K | — | New |
| True Wealth Design, LLC | 2.35K | $17.1K | −$822 | Added$3.02K |
| Caitong International Asset Management Co., Ltd | 2.28K | $16.5K | −$1.02K | Cut−$18.2K |
| CITIGROUP INC | 2.24K | $16.3K | −$344 | Added$10.4K |
| TD Waterhouse Canada Inc. | 2.03K | $14.9K | −$436 | Added$5.63K |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1.98K | $14.3K | −$889 | Cut−$8.11K |
| FIFTH THIRD BANCORP | 1.96K | $14.2K | −$863 | Cut−$580 |
| William B. Walkup & Associates, Inc. | 2.09K | $13.8K | −$2.35K | Cut−$2.35K |
| Triumph Capital Management | 1.75K | $12.7K | −$585 | Added$2.68K |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1.61K | $12.7K | $242 | Added$242 |
| MONTAG A & ASSOCIATES INC | 1.74K | $12.6K | −$782 | Cut−$782 |
| Parkside Financial Bank & Trust | 1.68K | $12.2K | −$753 | Cut−$45K |
| Copia Wealth Management | 1.57K | $11.4K | −$708 | Cut−$708 |
| NATIONAL BANK OF CANADA /FI/ | 1.5K | $10.9K | −$675 | Cut−$9.13K |
| Essential Partners LLC | 1.35K | $9.83K | −$465 | Added$1.86K |
| Larson Financial Group LLC | 1.3K | $9.43K | −$584 | Cut−$13.2K |
| Clean Yield Group | 1.26K | $9.14K | −$567 | Cut−$567 |
| EVERMAY WEALTH MANAGEMENT LLC | 1.25K | $9.07K | −$562 | Cut−$562 |
| Manchester Capital Management LLC | 1.2K | $8.74K | −$541 | Cut−$973 |
| ASSETMARK, INC | 1.18K | $8.57K | −$498 | Added$39 |
| SJS Investment Consulting Inc. | 1.14K | $8.28K | −$513 | Cut−$1.77K |
| WealthCollab, LLC | 1.1K | $8.01K | −$497 | Cut−$497 |
| Ancora Advisors LLC | 1.04K | $7.57K | — | New |
| Bell Investment Advisors, Inc | 1.04K | $7.57K | −$469 | Cut−$18.6K |
| SALEM INVESTMENT COUNSELORS INC | 1.02K | $7.41K | — | New |
| UMB Bank, n.a. | 1K | $7.28K | −$450 | Cut−$450 |
| Gleason Group, Inc. | 997 | $7.24K | −$449 | Cut−$472 |
| Advisory Services Network, LLC | 977 | $7.09K | — | New |
| Pillar Financial Advisors, LLC | 930 | $6.75K | −$419 | Cut−$419 |
| Owl Creek Wealth Partners LLC | 883 | $6.41K | — | Held |
| FINANCIAL CONSULATE, INC | 836 | $6.07K | −$281 | Added$1.25K |
| PINNEY & SCOFIELD, INC. | 714 | $5.18K | −$321 | Cut−$321 |
| Sound Income Strategies, LLC | 679 | $5K | −$190 | Cut−$190 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 644K | $4.68K | −$271 | Added$29 |
| Cornerstone Planning Group LLC | 550 | $4.49K | $220 | Added$220 |
| Cornerstone Financial Management LLC | 563 | $4.09K | −$146 | Added$1.59K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 560 | $4.07K | — | New |
| Golden State Wealth Management, LLC | 559 | $4.06K | −$252 | Cut−$252 |
| Crews Bank & Trust | 558 | $4.05K | — | New |
| ORG Wealth Partners, LLC | 525 | $3.81K | −$217 | Added$110 |
| MTM Investment Management, LLC | 501 | $3.64K | −$226 | Cut−$226 |
| Caldwell Trust Co | 469 | $3.4K | −$211 | Cut−$211 |
| JFS WEALTH ADVISORS, LLC | 446 | $3.24K | −$201 | Cut−$1.11K |
| Steward Partners Investment Advisory, LLC | 435 | $3.16K | −$196 | Cut−$196 |
| Arlington Trust Co LLC | 398 | $2.89K | — | New |
| St. Johns Investment Management Company, LLC | 354 | $2.57K | −$159 | Cut−$159 |
| Crewe Advisors LLC | 337 | $2.45K | −$152 | Cut−$152 |
| NISA INVESTMENT ADVISORS, LLC | 268 | $1.95K | −$49 | Added$1.1K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 261 | $1.9K | −$20 | Added$1.55K |
| Bruce G. Allen Investments, LLC | 259 | $1.88K | −$117 | Cut−$364 |
| Root Financial Partners, LLC | 234 | $1.7K | −$97 | Added$41 |
Who left
- Arrowpoint Investment Partners (Singapore) Pte. Ltd.$19.5M
- Citadel$5.88M
- TWO SIGMA ADVISERS, LP$2.07M
- Dorsey Wright & Associates$1.28M
- Campbell & CO Investment Adviser LLC$1.08M
- Quantbot Technologies LP$892.1K
- AdvisorShares Investments LLC$856.8K
- Diversify Advisory Services, LLC$418K
- Engineers Gate Manager LP$366.6K
- Legacy Capital Group California, Inc.$349.7K
- CONTRAVISORY INVESTMENT MANAGEMENT, INC.$308.9K
- PERSONAL CFO SOLUTIONS, LLC$213.2K
- Jain Global LLC$212.7K
- Fulton Bank, N.A.$192.8K
- Burns Matteson Capital Management, LLC$191.7K
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.