Stock
Reported value
$4.1B
Holders
803
+74 new · −98 exited
Holders’ est. mark
−$394.2M
Price effect on 234 books still in the name
Largest holder
$294.7M
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $52.6M
- Icahn Capital0.0% · $1.75M
- Fidelity0.0% · $360
- State Street0.0% · $8.71M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 16.4M | $294.7M | −$36.1M | Cut−$60.5M |
| UBS Group AG | 14.3M | $258M | −$24.8M | Added$31.4M |
| STRS OHIO | 10.5M | $189.2M | — | New |
| BANK OF AMERICA CORP /DE/ | 9.14M | $164.6M | −$17.4M | Added$5.28M |
| JPMORGAN CHASE & CO | 7.69M | $136.5M | −$19.2M | Cut−$21.6M |
| Generali Asset Management SPA SGR | 7.55M | $136M | −$11.2M | Added$33.8M |
| TWO SIGMA INVESTMENTS, LP | 7.31M | $131.7M | −$6.56M | Added$71.6M |
| Legal & General Group Plc | 5.98M | $107.6M | −$12.1M | Cut−$1.85M |
| WELLS FARGO & COMPANY/MN | 4.49M | $80.8M | −$9.7M | Cut−$7.91M |
| LPL Financial LLC | 4.04M | $72.8M | −$8.92M | Cut−$12.4M |
| Advisors Capital Management, LLC | 3.93M | $70.9M | −$7.88M | Cut−$1.26M |
| AMERIPRISE FINANCIAL INC | 3.78M | $68M | −$8.35M | Cut−$16.2M |
| HighTower Advisors, LLC | 3.53M | $63.7M | −$5.41M | Added$14.2M |
| RAYMOND JAMES FINANCIAL INC | 3.45M | $62.1M | −$6.99M | Cut−$1.83M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 3.44M | $61.9M | −$7.59M | Cut−$9.77M |
| Evercore Wealth Management, LLC | 3.12M | $56.2M | −$6.49M | Cut−$3.2M |
| Citadel | 2.92M | $52.6M | −$6.45M | Cut−$110.8M |
| OMERS ADMINISTRATION Corp | 2.83M | $51.1M | −$5.22M | Added$3.33M |
| ROYAL BANK OF CANADA | 2.67M | $48.1M | −$5.9M | Cut−$12.9M |
| STIFEL FINANCIAL CORP | 2.64M | $47.5M | −$5.75M | Cut−$5.09M |
| Sound Income Strategies, LLC | 2.66M | $47.2M | −$8.3M | Cut−$7.47M |
| ARES MANAGEMENT LLC | 2.61M | $47.1M | −$4.96M | Added$1.64M |
| Allen Investment Management, LLC | 2.6M | $46.8M | −$5.74M | Cut−$15.6M |
| BlackRock, Inc. | 2.4M | $43.2M | −$5.3M | Cut−$20.8M |
| Rockefeller Capital Management L.P. | 2.29M | $41.3M | −$4.98M | Cut−$4.27M |
| Progeny 3, Inc. | 2.22M | $40.1M | −$4.92M | Cut−$4.92M |
| Muzinich & Co., Inc. | 2.22M | $40M | −$4.74M | Cut−$3.33M |
| D. E. Shaw & Co., Inc. | 1.99M | $35.8M | −$1.39M | Added$23.1M |
| OSAIC HOLDINGS, INC. | 1.82M | $32.8M | −$4.02M | Cut−$19.3M |
| NOMURA ASSET MANAGEMENT CO LTD | 1.78M | $32.1M | −$3.89M | Cut−$3.48M |
| FRANKLIN RESOURCES INC | 1.71M | $30.8M | −$3.33M | Added$344.4K |
| Sumitomo Mitsui Trust Group, Inc. | 1.71M | $30.7M | −$3.69M | Cut−$3.06M |
| JUPITER ASSET MANAGEMENT LTD | 1.73M | $30.4M | — | New |
| Altshuler Shaham Ltd | 1.65M | $29.7M | −$3.65M | Cut−$3.65M |
| CAPITAL ADVISORS INC/OK | 1.58M | $28.4M | −$3.47M | Cut−$3.34M |
| Ensign Peak Advisors, Inc | 1.44M | $25.9M | −$552.5K | Added$20.9M |
| Cetera Investment Advisers | 1.42M | $25.7M | −$3.15M | Cut−$4.12M |
| Michael & Susan Dell Foundation | 1.32M | $23.9M | −$2.85M | Cut−$2.22M |
| BRUNI J V & CO /CO | 1.28M | $23M | −$2.82M | Cut−$2.79M |
| SPINNAKER TRUST | 1.28M | $23M | −$2.68M | Cut−$1.5M |
| STEPHENS INC /AR/ | 1.18M | $21.3M | −$2.51M | Cut−$1.65M |
| Focus Partners Wealth | 1.16M | $21M | −$1.54M | Added$6.83M |
| Baird Financial Group, Inc. | 1.09M | $19.6M | −$2.38M | Cut−$2.11M |
| Apollon Wealth Management, LLC | 1.06M | $19M | −$468.2K | Added$14.7M |
| ENVESTNET ASSET MANAGEMENT INC | 1.04M | $18.7M | −$1.77M | Added$2.49M |
| Trexquant Investment LP | 1.04M | $18.7M | −$1.84M | Added$1.84M |
| GOLDMAN SACHS GROUP INC | 1.03M | $18.5M | −$2.27M | Cut−$7.25M |
| Cerity Partners LLC | 1M | $18.1M | −$1.79M | Added$1.69M |
| Corient Private Wealth LLC | 961.3K | $16.4M | −$3.09M | Cut−$7.78M |
| Russell Investments Group, Ltd. | 866.2K | $15.6M | −$569.1K | Added$10.4M |
| Melia Wealth LLC | 815.9K | $14.7M | −$1.79M | Cut−$1.69M |
| SIGMA INVESTMENT COUNSELORS INC | 807.4K | $14.5M | −$1.75M | Cut−$1.49M |
| Qube Research & Technologies Ltd | 806.5K | $14.5M | −$1.08M | Added$4.65M |
| Balyasny Asset Management L.P. | 793.7K | $14.3M | −$1.75M | Cut−$6.1M |
| NEUBERGER BERMAN GROUP LLC | 765.1K | $13.8M | −$1.69M | Cut−$1.89M |
| TECTONIC ADVISORS LLC | 747.6K | $13.5M | −$1.46M | Added$69.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | 722.6K | $13M | −$1.6M | Cut−$3.77M |
| Edgemoor Investment Advisors, Inc. | 716K | $12.9M | −$1.56M | Cut−$1.36M |
| Naviter Wealth, LLC | 708.8K | $12.8M | −$1.39M | Added$64.1K |
| Estate Planners Group, LLC | 679.4K | $12.2M | −$1.5M | Cut−$1.49M |
| Baltimore-Washington Financial Advisors, Inc. | 654.6K | $11.8M | −$1.36M | Cut−$613K |
| BNP PARIBAS FINANCIAL MARKETS | 647.6K | $11.7M | −$1.43M | Cut−$10.1M |
| D.A. DAVIDSON & CO. | 645.9K | $11.6M | −$1.37M | Cut−$856.8K |
| Lido Advisors, LLC | 632.5K | $11.4M | −$1.42M | Cut−$1.14M |
| BARCLAYS PLC | 611.8K | $11M | −$1.35M | Cut−$6M |
| Chicago Partners Investment Group LLC | 575.6K | $11M | −$967K | Cut−$967.4K |
| LGT Group Foundation | 609.7K | $11M | −$1.18M | Added$469.4K |
| Invesco Ltd. | 598.4K | $10.8M | −$978.9K | Added$1.82M |
| Columbus Macro, LLC | 579.7K | $10.4M | −$1.23M | Cut−$778.1K |
| CITIGROUP INC | 525.4K | $9.47M | −$1.16M | Cut−$1.21M |
| Bell Bank | 517.3K | $9.32M | −$1.14M | Cut−$1.49M |
| State Street | 483.1K | $8.71M | −$993.1K | Cut−$384.6K |
| OPPENHEIMER & CO INC | 469.3K | $8.46M | −$930.7K | Cut−$62.9K |
| MILLENNIUM MANAGEMENT LLC | 463K | $8.34M | −$1.02M | Cut−$9.65M |
| Pathstone Holdings, LLC | 459.8K | $8.29M | −$861.4K | Added$401.4K |
| CIBC Bancorp USA Inc. | 442.9K | $7.98M | — | Held |
| Gilbert & Cook, Inc. | 442.2K | $7.97M | −$977.2K | Cut−$2.17M |
| Advisors Asset Management, Inc. | 440.2K | $7.93M | −$951.8K | Cut−$780.3K |
| BLAIR WILLIAM & CO/IL | 436.7K | $7.87M | −$513.7K | Added$3.17M |
| Beacon Pointe Advisors, LLC | 435.1K | $7.84M | −$567.8K | Added$2.64M |
| Steward Partners Investment Advisory, LLC | 430.1K | $7.75M | −$950.5K | Cut−$2.19M |
| MGO ONE SEVEN LLC | 417K | $7.51M | −$920.5K | Cut−$912.3K |
| LGT Fund Management Co Ltd. | 412.5K | $7.43M | — | New |
| &PARTNERS | 407.4K | $7.35M | −$835.1K | Cut−$379.2K |
| Merit Financial Group, LLC | 398.4K | $7.18M | −$624.3K | Added$1.46M |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 391.3K | $7.05M | — | New |
| one8zero8, LLC | 387K | $6.97M | −$828.7K | Cut−$611.9K |
| Kestra Advisory Services, LLC | 386.7K | $6.97M | −$854.6K | Cut−$1.99M |
| Crestwood Advisors Group, LLC | 380.4K | $6.86M | −$806.1K | Cut−$523K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 378.7K | $6.82M | −$690.3K | Added$505K |
| DENALI ADVISORS LLC | 377.6K | $6.8M | −$834.5K | Cut−$1.13M |
| SCS Capital Management LLC | 371.4K | $6.69M | −$820.7K | Cut−$2.49M |
| Carnegie Investment Counsel | 365.7K | $6.59M | −$808.2K | Cut−$1.69M |
| PALISADE CAPITAL MANAGEMENT, LP | 365.1K | $6.58M | −$806.9K | Cut−$4.58M |
| ROMANO BROTHERS AND COMPANY | 363.8K | $6.56M | −$804.1K | Cut−$845.8K |
| Enstar Group LTD | 363.4K | $6.55M | −$784.5K | Cut−$633.2K |
| NEW SOUTH CAPITAL MANAGEMENT INC | 361K | $6.5M | −$797.7K | Cut−$1.04M |
| SFMG, LLC | 352.2K | $6.35M | −$778.3K | Cut−$1.04M |
| Clearstead Advisors, LLC | 350.8K | $6.32M | −$764.6K | Cut−$678.5K |
| Mutual Advisors, LLC | 346.6K | $6.24M | −$758.4K | Cut−$697.5K |
| CAPTRUST FINANCIAL ADVISORS | 345.6K | $6.23M | −$432.1K | Added$2.27M |
| Smith Asset Management Co., LLC | 344.3K | $6.2M | −$696.6K | Cut−$172.6K |
| Prairiewood Capital, LLC | 341.7K | $6.16M | −$670.3K | Added$21.6K |
| Private Advisor Group, LLC | 339.6K | $6.12M | −$735.4K | Cut−$612.2K |
| Trinity Financial Advisors LLC | 338.4K | $6.1M | — | New |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 335.7K | $6.05M | −$741.9K | Cut−$976K |
| Blume Capital Management, Inc. | 331.5K | $5.97M | −$1.55K | Added$5.96M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 319.3K | $5.75M | — | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 315.2K | $5.61M | −$766.8K | Cut−$736.1K |
| Baugh & Associates, LLC | 304.1K | $5.48M | −$140.8K | Added$1.19M |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 295.2K | $5.32M | −$652.3K | Cut−$961.1K |
| Sargent Investment Group, LLC | 289.2K | $5.21M | −$625.2K | Cut−$511.8K |
| Obermeyer Wealth Partners | 286.5K | $5.16M | −$633K | Cut−$3.2M |
| Creative Planning | 279.1K | $5.03M | −$616.8K | Cut−$1.96M |
| AE Wealth Management LLC | 278.5K | $5.02M | −$508.4K | Added$364.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | 273.3K | $4.93M | −$604K | Cut−$966.5K |
| Gateway Wealth Partners, LLC | 269.1K | $4.85M | −$281.3K | Added$2.27M |
| Liberty Mutual Group Asset Management Inc. | 267.4K | $4.82M | −$591.1K | Cut−$3.07M |
| GROUP ONE TRADING LLC | 264K | $4.76M | — | New |
| EVERGREEN CAPITAL MANAGEMENT LLC | 262.4K | $4.73M | −$577.3K | Cut−$556.3K |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 262.3K | $4.73M | — | New |
| Mirador Capital Partners LP | 259.3K | $4.67M | −$557.6K | Cut−$431.7K |
| Texas Capital Bank Wealth Management Services Inc | 248K | $4.47M | −$532.8K | Cut−$408.3K |
| Bank of New York Mellon Corp | 240.5K | $4.33M | −$346.2K | Added$1.16M |
| Perennial Advisors, LLC | 236.1K | $4.26M | −$510.3K | Cut−$416.6K |
| Wealthcare Advisory Partners LLC | 231.1K | $4.16M | −$505.1K | Cut−$459.5K |
| Sunbelt Securities, Inc. | 229K | $4.13M | −$368.2K | Added$755.3K |
| Meridian Wealth Management, LLC | 226K | $4.07M | −$458.5K | Cut−$124.8K |
| Challenger Wealth Management | 225.2K | $4.06M | −$497.6K | Cut−$914.6K |
| SALEM INVESTMENT COUNSELORS INC | 223.1K | $4.02M | −$493K | Cut−$1.2M |
| BROWN, LISLE/CUMMINGS, INC. | 219.5K | $3.95M | −$433.8K | Cut−$15.7K |
| CONDOR CAPITAL MANAGEMENT | 219.4K | $3.95M | −$484.8K | Cut−$738.8K |
| TICINO WEALTH | 209.4K | $3.92M | −$200.9K | Added$1.23M |
| Mariner, LLC | 216.4K | $3.9M | −$478.8K | Cut−$547.1K |
| FINANCIAL MANAGEMENT NETWORK INC | 212.5K | $3.83M | −$424.9K | Added$253.1K |
| Truvestments Capital LLC | 212.1K | $3.82M | −$438.5K | Cut−$192K |
| Clear Creek Financial Management, LLC | 206.3K | $3.72M | −$427.4K | Cut−$194.1K |
| IEQ CAPITAL, LLC | 203.8K | $3.67M | −$302.4K | Added$904.4K |
| M&G PLC | 200K | $3.6M | −$400K | Cut−$400K |
| Jefferies Financial Group Inc. | 198.9K | $3.58M | −$56.5K | Added$3.07M |
| BALDWIN WEALTH PARTNERS LLC/MA | 197.4K | $3.56M | — | New |
| Avior Wealth Management, LLC | 195K | $3.51M | — | New |
| Point72 Asset Management, L.P. | 194.1K | $3.5M | −$429K | Cut−$1.2M |
| STABLEFORD CAPITAL II LLC | 192.2K | $3.46M | −$321.9K | Added$516.5K |
| First National Trust Co | 191.1K | $3.44M | −$422.4K | Cut−$422.4K |
| Family Manage LLC | 188.4K | $3.4M | −$223.5K | Added$1.35M |
| Waverly Advisors, LLC | 186.4K | $3.36M | −$403.5K | Cut−$335.1K |
| BAYVIEW ASSET MANAGEMENT, LLC | 185.3K | $3.34M | −$409.4K | Cut−$2.12M |
| Baker Avenue Asset Management, LP | 184.7K | $3.33M | −$372.2K | Cut−$79.8K |
| Providence Capital Advisors, LLC | 174.2K | $3.14M | −$374.7K | Cut−$291.3K |
| Intellectus Partners, LLC | 172K | $3.1M | −$332.3K | Added$56.6K |
| CIBC WORLD MARKET INC. | 171.1K | $3.08M | −$378.2K | Cut−$744.1K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 170.3K | $3.07M | −$350.9K | Cut−$143.2K |
| IHT Wealth Management, LLC | 168.3K | $3.03M | −$352K | Cut−$190.1K |
| U.S. Capital Wealth Advisors, LLC | 168K | $3.03M | −$313.3K | Added$159.4K |
| Joel Isaacson & Co., LLC | 166.4K | $3M | −$365.7K | Cut−$349.6K |
| Independent Advisor Alliance | 165.5K | $2.98M | −$365.7K | Cut−$764.7K |
| Arkadios Wealth Advisors | 165.2K | $2.98M | −$289.3K | Added$329.2K |
| MARATHON CAPITAL MANAGEMENT | 165.2K | $2.98M | −$364.3K | Cut−$357.9K |
| Cornerstone Select Advisors, LLC | 163.5K | $2.95M | −$341.5K | Cut−$179K |
| Curated Wealth Partners LLC | 161.9K | $2.92M | −$338.6K | Cut−$182.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 160.8K | $2.91M | −$402K | Cut−$4.01M |
| Farther Finance Advisors, LLC | 161.7K | $2.87M | −$345.2K | Added$73K |
| Sigma Planning Corp | 158.1K | $2.85M | −$349.4K | Cut−$457.8K |
| Waterloo Capital, L.P. | 157.7K | $2.84M | −$343.6K | Cut−$303.5K |
| Cottage Street Advisors LLC | 157.5K | $2.84M | −$348.2K | Cut−$759.2K |
| BBR PARTNERS, LLC | 154.8K | $2.79M | −$342.2K | Cut−$370K |
| Generali Investments CEE, investicni spolecnost, a.s. | 154.3K | $2.78M | −$340.9K | Cut−$500K |
| HB Wealth Management, LLC | 152.2K | $2.74M | −$336.3K | Cut−$1.54M |
| Cornerstone Advisory, LLC | 151.1K | $2.72M | −$322.5K | Cut−$228.8K |
| AA Financial Advisors, LLC | 148.4K | $2.67M | −$142.2K | Added$1.37M |
| COMMUNITY TRUST & INVESTMENT CO | 148.4K | $2.67M | −$320.3K | Cut−$257.4K |
| Uniplan Investment Counsel, Inc. | 144.3K | $2.6M | −$319K | Cut−$416.1K |
| Argent Trust Co | 144.2K | $2.6M | −$309.7K | Cut−$237.5K |
| NewEdge Wealth, LLC | 143.3K | $2.58M | −$286.3K | Cut−$38K |
| Prospera Financial Services Inc | 142.4K | $2.57M | −$217.3K | Added$576.9K |
| FourThought Financial Partners, LLC | 138.6K | $2.5M | −$281.5K | Cut−$80K |
| Larson Financial Group LLC | 137.6K | $2.48M | −$287.9K | Cut−$156.3K |
| Taylor Frigon Capital Management LLC | 134.5K | $2.42M | −$297.3K | Cut−$381.4K |
| Brendel Financial Advisors LLC | 133.6K | $2.41M | −$282.9K | Cut−$182.6K |
| TRUIST FINANCIAL CORP | 133.6K | $2.41M | −$287.5K | Cut−$225.1K |
| Whipplewood Advisors, LLC | 128.6K | $2.32M | −$248.6K | Added$41.8K |
| CWM, LLC | 126.4K | $2.28M | $2.28M | Added$2.27M |
| Plan Group Financial, LLC | 121.5K | $2.19M | −$231K | Added$76.1K |
| ROTHSCHILD INVESTMENT LLC | 118.4K | $2.13M | −$137.2K | Added$877.6K |
| Granite FO LLC | 118.3K | $2.13M | −$261.5K | Cut−$888.6K |
| JOHNSON INVESTMENT COUNSEL INC | 118K | $2.13M | −$260.9K | Cut−$271.9K |
| FIFTH THIRD BANCORP | 115.7K | $2.09M | −$12.5K | Added$1.97M |
| BROWN ADVISORY INC | 115.6K | $2.08M | −$255.5K | Cut−$469K |
| Squarepoint Ops LLC | 114.8K | $2.07M | −$253.6K | Cut−$855.4K |
| WINTON GROUP Ltd | 113.3K | $2.04M | — | New |
| Hennion & Walsh Asset Management, Inc. | 112.6K | $2.03M | −$248.8K | Cut−$918.7K |
| United Advisor Group, LLC | 112.2K | $2.02M | −$233.4K | Cut−$115.1K |
| Palogic Value Management, L.P. | 110.7K | $1.99M | −$244.4K | Cut−$242.6K |
| RIVERBRIDGE PARTNERS LLC | 110.4K | $1.99M | −$225.1K | Cut−$71.6K |
| WCG Wealth Advisors LLC | 106.5K | $1.92M | −$235.4K | Cut−$238.2K |
| Black Swift Group, LLC | 103.1K | $1.86M | — | New |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 102.3K | $1.84M | −$226.1K | Cut−$263.6K |
| MBM WEALTH CONSULTANTS, LLC | 101.7K | $1.83M | −$204.4K | Cut−$39.4K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 100.4K | $1.81M | −$221.8K | Cut−$221.8K |
| EAGLE GLOBAL ADVISORS LLC | 99.8K | $1.8M | −$220.5K | Cut−$220.5K |
| Sculati Wealth Management, LLC | 97.7K | $1.76M | −$215.8K | Cut−$374K |
| Essex Financial Services, Inc. | 97K | $1.75M | −$214.3K | Cut−$355.9K |
| Integras Partners LLC | 96.9K | $1.75M | −$193.3K | Cut−$23.2K |
| NATIXIS | 96.9K | $1.75M | −$107K | Added$767K |
| Icahn Capital | 96.9K | $1.75M | −$183.5K | Added$65.8K |
| J.W. COLE ADVISORS, INC. | 96.3K | $1.74M | −$59.7K | Added$6.23K |
| HUB Investment Partners, LLC | 95.5K | $1.72M | −$127K | Added$557.7K |
| Kingsview Wealth Management, LLC | 94.8K | $1.71M | −$200.4K | Cut−$126.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 93K | $1.68M | −$205.4K | Cut−$539.1K |
| ExodusPoint Capital Management, LP | 92.6K | $1.67M | −$204.7K | Cut−$477.7K |
| BankPlus Trust Department | 91.9K | $1.66M | −$203.2K | Cut−$274K |
| Texas Yale Capital Corp. | 91.8K | $1.65M | −$202.9K | Cut−$339K |
| Freestone Capital Holdings, LLC | 89.8K | $1.62M | — | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 89K | $1.6M | −$196.7K | Cut−$374.4K |
| Savvy Advisors, Inc. | 88.8K | $1.6M | −$166.1K | Added$80.4K |
| Sanctuary Advisors, LLC | 88.2K | $1.59M | −$195K | Cut−$202.4K |
| CAXTON ASSOCIATES LLP | 85.5K | $1.54M | −$147.4K | Added$190.7K |
| MML INVESTORS SERVICES, LLC | 85.2K | $1.54M | −$179.3K | Cut−$105.6K |
| WHITTIER TRUST CO | 83.4K | $1.53M | −$191.1K | Cut−$231.3K |
| Marble Wealth, LLC | 84.2K | $1.52M | −$186.2K | Cut−$2.67M |
| Engineers Gate Manager LP | 83.9K | $1.51M | −$185.3K | Cut−$1.03M |
| Legacy Capital Wealth Partners, LLC | 83.8K | $1.51M | −$159.8K | Added$48.2K |
| Lansforsakringar Fondforvaltning AB (publ) | 83.1K | $1.5M | −$161.5K | Added$19.5K |
| Savant Capital, LLC | 82.4K | $1.49M | −$181K | Cut−$171.4K |
| Stonebridge Financial Planning Group, LLC | 82K | $1.48M | −$181.2K | Cut−$317.5K |
| Stiles Financial Services Inc | 81.3K | $1.47M | −$179.7K | Cut−$201.6K |
| Quantinno Capital Management LP | 81K | $1.46M | −$106.9K | Added$482.2K |
| Ayrshire Capital Management LLC | 80.4K | $1.45M | −$177.6K | Cut−$216.1K |
| Brown Miller Wealth Management, LLC | 80.3K | $1.45M | −$172.8K | Cut−$134.3K |
| Bank of New Hampshire | 79.7K | $1.44M | −$176.1K | Cut−$256.3K |
| Vestmark Advisory Solutions, Inc. | 79.7K | $1.44M | −$175.9K | Cut−$174.5K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 79.7K | $1.44M | −$175.9K | Cut−$174.5K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 79.1K | $1.43M | −$174.9K | Cut−$176.3K |
| Register Financial Advisors LLC | 79K | $1.42M | −$167.7K | Cut−$111K |
| CASTLE WEALTH MANAGEMENT LLC | 78.8K | $1.42M | −$148.1K | Added$64.3K |
| Eos Management, L.P. | 78.5K | $1.41M | −$154.7K | Cut−$1.53K |
| Empowered Funds, LLC | 78.1K | $1.41M | −$85.8K | Added$623K |
| Delphi Financial Group, Inc. | 77K | $1.39M | −$55.3K | Added$881.8K |
| Western Wealth Management, LLC | 77K | $1.39M | −$147.6K | Added$36.2K |
| Bramshill Investments, LLC | 76.9K | $1.39M | −$170.1K | Cut−$724.7K |
| Athena Wealth Management, LLC | 76.8K | $1.38M | — | New |
| 1832 Asset Management L.P. | 76.3K | $1.37M | −$168.6K | Cut−$168.6K |
| RDA Financial Network | 76.3K | $1.37M | −$168.5K | Cut−$246.1K |
| NAPLES GLOBAL ADVISORS, LLC | 76K | $1.37M | −$154.6K | Cut−$46.9K |
| Samalin Investment Counsel, LLC | 75.1K | $1.35M | −$166K | Cut−$219.7K |
| PRELUDE CAPITAL MANAGEMENT, LLC | 75K | $1.35M | — | New |
| Summit Financial, LLC | 74.1K | $1.33M | −$160.2K | Cut−$131.5K |
| Strategic Wealth Partners, Ltd. | 74K | $1.33M | −$163.5K | Cut−$225.4K |
| MERCER GLOBAL ADVISORS INC /ADV | 73.8K | $1.33M | −$163K | Cut−$293.7K |
Who left
- Clearbridge Investments, LLC$33.3M
- TWO SIGMA ADVISERS, LP$24.6M
- MARSHALL WACE, LLP$18.1M
- GRITSTONE ASSET MANAGEMENT LLC$9.04M
- Quantbot Technologies LP$9.03M
- Boston Partners$8.35M
- JANE STREET GROUP, LLC$7.82M
- ICG Advisors, LLC$6.11M
- TUDOR INVESTMENT CORP ET AL$5.35M
- Skandinaviska Enskilda Banken AB (publ)$5.11M
- Aquatic Capital Management LLC$3.88M
- NewEdge Advisors, LLC$3.13M
- Orion Porfolio Solutions, LLC$3.02M
- Aberdeen Group plc$2.64M
- Sciencast Management LP$2.53M
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.