Stock
Reported value
$2.8B
Holders
586
+58 new · −91 exited
Holders’ est. mark
−$318.4M
Price effect on 233 books still in the name
Largest holder
$396.5M
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $5.84M
- Citadel0.0% · $24.7M
- Icahn Capital0.0% · $1.12M
- Fidelity0.0% · $61.3K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 5.87M | $396.5M | −$50.2M | Cut−$17.5M |
| GOLDMAN SACHS GROUP INC | 3.45M | $233.4M | −$14.4M | Added$114.4M |
| UBS Group AG | 3.24M | $218.7M | −$30.2M | Cut−$31M |
| STATE OF WISCONSIN INVESTMENT BOARD | 2.95M | $199.6M | −$26.2M | Cut−$16.1M |
| BANK OF AMERICA CORP /DE/ | 2.25M | $152M | −$21M | Cut−$132M |
| LPL Financial LLC | 2.1M | $142.2M | −$19.6M | Cut−$23.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.83M | $123.4M | −$17M | Cut−$231.3M |
| WELLS FARGO & COMPANY/MN | 1.82M | $122.8M | −$12.3M | Added$21.6M |
| JPMORGAN CHASE & CO | 1.78M | $113M | −$7.09M | Added$72.4M |
| CITIGROUP INC | 1.48M | $99.8M | −$13.8M | Cut−$84.9M |
| D. E. Shaw & Co., Inc. | 1.17M | $79M | −$7.57M | Added$17.1M |
| RAYMOND JAMES FINANCIAL INC | 841.3K | $56.9M | −$7.85M | Cut−$9.4M |
| BNP PARIBAS FINANCIAL MARKETS | 837.5K | $56.6M | −$3.2M | Added$30.2M |
| Qube Research & Technologies Ltd | 454K | $30.7M | −$4.24M | Cut−$10.8M |
| Ascension Capital Advisors, Inc. | 383K | $25.9M | −$3.48M | Cut−$2.81M |
| Cresset Asset Management, LLC | 380.3K | $25.7M | −$3.49M | Cut−$3.05M |
| ROYAL BANK OF CANADA | 377.9K | $25.5M | −$3.48M | Cut−$3.13M |
| Citadel | 365.9K | $24.7M | −$3.41M | Cut−$20.7M |
| OSAIC HOLDINGS, INC. | 330.4K | $22.3M | −$3.08M | Cut−$4.48M |
| COMMONWEALTH EQUITY SERVICES, LLC | 323.2K | $21.8M | −$3.02M | Cut−$5.48M |
| GFS Advisors, LLC | 149K | $18.5M | — | New |
| Venture Visionary Partners LLC | 258.8K | $17.5M | −$2.41M | Cut−$4.34M |
| MISSION WEALTH MANAGEMENT, LP | 251.5K | $17M | −$2.35M | Cut−$2.79M |
| Private Advisor Group, LLC | 248K | $16.8M | −$2.21M | Cut−$1.48M |
| Cetera Investment Advisers | 241.6K | $16.3M | −$2.25M | Cut−$3.87M |
| HighTower Advisors, LLC | 199.6K | $13.5M | −$1.86M | Cut−$1.81M |
| Mariner, LLC | 197.1K | $13.3M | −$1.79M | Cut−$1.41M |
| ENVESTNET ASSET MANAGEMENT INC | 177.2K | $12M | −$1.65M | Cut−$1.99M |
| GERBER, LLC | 168.3K | $11.4M | −$1.57M | Cut−$1.62M |
| Wealthfront Advisers LLC | 156.4K | $10.6M | −$1.43M | Cut−$1.21M |
| CWM, LLC | 152.5K | $10.3M | $10.3M | Added$10.3M |
| TITLEIST ASSET MANAGEMENT, LLC | 143.8K | $9.72M | −$1.34M | Cut−$1.65M |
| Brookstone Capital Management | 119.7K | $8.09M | −$1.1M | Cut−$952.8K |
| BYRNE FINANCIAL FREEDOM, LLC | 116.4K | $7.87M | −$1.09M | Cut−$1.15M |
| JANE STREET GROUP, LLC | 114.3K | $7.73M | −$253.6K | Added$5.64M |
| JONES FINANCIAL COMPANIES LLLP | 119.2K | $7.7M | −$1.19M | Added$274.8K |
| Rockefeller Capital Management L.P. | 105.1K | $7.1M | −$976.8K | Cut−$948.4K |
| STIFEL FINANCIAL CORP | 103.6K | $7.01M | −$935.2K | Cut−$705.2K |
| Point72 Asset Management, L.P. | 99.8K | $6.75M | — | New |
| Caption Management, LLC | 98K | $6.62M | — | New |
| Blue Sky Capital Consultants Group, Inc. | 96.4K | $6.52M | −$899.8K | Cut−$1.17M |
| Kestra Advisory Services, LLC | 96.3K | $6.51M | −$790.8K | Cut−$8.26K |
| ARK Investment Management LLC | 95.6K | $6.46M | −$769.4K | Added$121K |
| SkyOak Wealth, LLC | 92.4K | $6.25M | −$859K | Cut−$834.8K |
| Strategic Family Wealth Counselors, L.L.C. | 89K | $6.01M | −$1.04M | Cut−$1.7M |
| BW Gestao de Investimentos Ltda. | 87.6K | $5.92M | −$817.1K | Cut−$817.1K |
| Renaissance Technologies | 86.4K | $5.84M | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 85.1K | $5.75M | −$794K | Cut−$1.24M |
| Arkadios Wealth Advisors | 83.1K | $5.62M | −$695.8K | Cut−$118.6K |
| AXXCESS WEALTH MANAGEMENT, LLC | 78.7K | $5.32M | −$734.3K | Cut−$903.5K |
| MML INVESTORS SERVICES, LLC | 77.7K | $5.25M | −$725.2K | Cut−$2.67M |
| TRUIST FINANCIAL CORP | 75.6K | $5.11M | −$705.7K | Cut−$1M |
| NBZ Investment Advisors LLC | 73.3K | $4.95M | −$683.7K | Cut−$722.1K |
| One Charles Private Wealth Services, LLC | 71.1K | $4.8M | −$663.2K | Cut−$672.7K |
| Ausdal Financial Partners, Inc. | 67.5K | $4.56M | −$603.9K | Cut−$413.7K |
| BANK OF MONTREAL /CAN/ | 67.4K | $4.55M | −$628.7K | Cut−$10.1M |
| Kingsview Wealth Management, LLC | 66.2K | $4.48M | −$617.9K | Cut−$5.81M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 64.8K | $4.38M | −$604.8K | Cut−$828.2K |
| EFG International AG | 64.2K | $4.34M | −$577.6K | Cut−$428.9K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 64.2K | $4.34M | — | New |
| Maven Securities LTD | 62.1K | $4.19M | −$584.8K | Cut−$584.8K |
| Variant Private Wealth, LLC | 54.8K | $3.7M | −$510.9K | Cut−$512.1K |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 51K | $3.65M | −$375.3K | Cut−$104K |
| Sanctuary Advisors, LLC | 53.1K | $3.59M | −$495.3K | Cut−$505.2K |
| PEAK6 LLC | 52.6K | $3.56M | −$268.9K | Added$1.34M |
| MILLENNIUM MANAGEMENT LLC | 52K | $3.52M | −$164.2K | Added$2.16M |
| Jain Global LLC | 50K | $3.38M | −$466.5K | Cut−$13.6M |
| Blue Trust, Inc. | 48.9K | $3.31M | −$456.3K | Cut−$1.07M |
| National Philanthropic Trust | 48.4K | $3.27M | −$451.5K | Cut−$451.5K |
| Patriot Financial Group Insurance Agency, LLC | 44K | $2.98M | −$206.2K | Added$1.28M |
| Missouri Trust & Investment Co | 43.8K | $2.96M | −$384.3K | Cut−$209.2K |
| Madison Park Capital Advisors, LLC | 42.9K | $2.9M | −$400.6K | Cut−$480.6K |
| IHT Wealth Management, LLC | 42.7K | $2.89M | −$393.2K | Cut−$448.2K |
| Integrated Wealth Concepts LLC | 42.7K | $2.89M | −$125.5K | Added$1.85M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 41.1K | $2.82M | −$547.2K | Cut−$2.92M |
| Whipplewood Advisors, LLC | 41.7K | $2.82M | −$388.8K | Cut−$417.8K |
| Corient Private Wealth LLC | 42.7K | $2.8M | −$462.3K | Cut−$317.5K |
| Empowered Funds, LLC | 41.1K | $2.78M | — | New |
| Tidal Investments LLC | 40K | $2.7M | −$279.9K | Added$396K |
| Creative Planning | 40K | $2.7M | −$354.5K | Cut−$219.7K |
| KERR FINANCIAL PLANNING Corp | 34.8K | $2.62M | $265.2K | Added$650K |
| SCOTIA CAPITAL INC. | 37.4K | $2.52M | −$348.5K | Cut−$848.8K |
| Medallion Wealth Advisors, LLC | 37.2K | $2.52M | −$347.4K | Cut−$484.5K |
| Merit Financial Group, LLC | 36.9K | $2.49M | −$344.1K | Cut−$349.4K |
| Equitable Holdings, Inc. | 32K | $2.46M | −$665 | Added$122.8K |
| Candriam S.C.A. | 35.5K | $2.4M | −$331.5K | Cut−$331.5K |
| Intrepid Financial Planning Group LLC | 35.1K | $2.37M | −$327.8K | Cut−$333.8K |
| Apella Capital, LLC | 28.4K | $2.25M | $65.3K | Added$79.8K |
| CARY STREET PARTNERS FINANCIAL LLC | 33.3K | $2.25M | −$269.5K | Added$27.7K |
| TORONTO DOMINION BANK | 33.1K | $2.23M | — | New |
| OneDigital Investment Advisors LLC | 32.4K | $2.19M | −$234K | Added$259.5K |
| Crescent Grove Advisors, LLC | 31.8K | $2.15M | −$296.6K | Cut−$435.4K |
| Purus Wealth Management, LLC | 31.3K | $2.12M | −$290.7K | Cut−$279.4K |
| Federation des caisses Desjardins du Quebec | 31.1K | $2.1M | −$292.7K | Cut−$353.6K |
| CIBC WORLD MARKET INC. | 31K | $2.09M | −$288.9K | Cut−$341.4K |
| Bleakley Financial Group, LLC | 30.8K | $2.08M | −$286.4K | Cut−$276.5K |
| Post Resch Tallon Group Inc. | 29.8K | $2.05M | −$235.9K | Cut−$222.8K |
| Cassaday & Co Wealth Management LLC | 29.4K | $1.99M | −$268.7K | Cut−$230.3K |
| Bravera Wealth | 29.1K | $1.97M | −$221K | Added$145.4K |
| KINGSWOOD WEALTH ADVISORS, LLC | 28.5K | $1.92M | −$255.9K | Cut−$185.4K |
| PFG Investments, LLC | 27.8K | $1.88M | −$259.3K | Cut−$330.5K |
| Legacy Private Trust Co. | 27.7K | $1.87M | −$258.6K | Cut−$259.6K |
| ABOUND FINANCIAL, LLC | 27.3K | $1.84M | — | New |
| Snowden Capital Advisors LLC | 27.1K | $1.83M | −$244.8K | Cut−$184.3K |
| J.W. COLE ADVISORS, INC. | 26.9K | $1.82M | −$215.5K | Cut−$302.8K |
| New World Advisors LLC | 26.8K | $1.81M | −$248.9K | Cut−$242.1K |
| Avior Wealth Management, LLC | 26.2K | $1.77M | −$91.7K | Added$1.02M |
| MONEY CONCEPTS CAPITAL CORP | 26.2K | $1.77M | −$244.2K | Cut−$268K |
| Clearwater Capital Advisors, LLC | 26K | $1.76M | −$242.8K | Cut−$777.8K |
| Milestones Private Investment Advisors LLC | 25.6K | $1.73M | −$238.9K | Cut−$245.8K |
| Centiva Capital, LP | 25K | $1.69M | −$233.3K | Cut−$18M |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 24.2K | $1.63M | −$224.9K | Cut−$221.8K |
| TD Waterhouse Canada Inc. | 23.7K | $1.62M | −$205.2K | Cut−$310K |
| Baird Financial Group, Inc. | 23.9K | $1.61M | −$222.7K | Cut−$1.42M |
| NWAM LLC | 23.8K | $1.61M | −$234.9K | Cut−$398K |
| Strategic Wealth Investment Group, LLC | 23.1K | $1.56M | −$215.7K | Cut−$265.8K |
| PFG Advisors | 23.1K | $1.56M | −$215.7K | Cut−$996.9K |
| United Advisor Group, LLC | 23.1K | $1.56M | −$183.7K | Added$46.7K |
| Redhawk Wealth Advisors, Inc. | 22K | $1.48M | −$204.9K | Cut−$207.2K |
| INTEGRAL INVESTMENT ADVISORS, INC. | 21.9K | $1.48M | −$202.8K | Cut−$192.7K |
| GUGGENHEIM CAPITAL LLC | 21.5K | $1.45M | −$200.9K | Cut−$200.9K |
| KRAEMATON INVESTMENT ADVISORS, INC | 21.5K | $1.45M | −$200.8K | Cut−$201.7K |
| Grant Private Wealth Management Inc | 21.5K | $1.45M | −$200.6K | Cut−$320.9K |
| Glassman Wealth Services | 21.3K | $1.44M | −$198.7K | Cut−$198.7K |
| MERCER GLOBAL ADVISORS INC /ADV | 21.3K | $1.44M | −$198.5K | Cut−$452K |
| GREAT VALLEY ADVISOR GROUP, INC. | 20.9K | $1.41M | −$194.9K | Cut−$268.6K |
| Family Manage LLC | 20.7K | $1.4M | −$193.2K | Cut−$193.2K |
| Atlas Private Wealth Advisors | 20.6K | $1.39M | −$179.5K | Cut−$89.8K |
| WealthTrak Capital Management LLC | 20.5K | $1.39M | −$188.1K | Cut−$164.2K |
| Allworth Financial LP | 20.3K | $1.37M | −$189.1K | Cut−$230K |
| EverSource Wealth Advisors, LLC | 19.8K | $1.34M | −$169.9K | Cut−$61.9K |
| Dakota Wealth Management | 19.8K | $1.34M | −$184.5K | Cut−$663.9K |
| Quadrature Capital Ltd | 19.7K | $1.33M | −$183.4K | Cut−$31.2M |
| NavPoint Financial, Inc. | 19.6K | $1.33M | −$183.1K | Cut−$214.8K |
| Valtrion Capital Management, LLC | 19.3K | $1.31M | −$180.2K | Cut−$194.2K |
| Intesa Sanpaolo Wealth Management | 19K | $1.28M | −$177.3K | Cut−$177.3K |
| Advisor OS, LLC | 18.9K | $1.28M | — | New |
| Advisory Services Network, LLC | 18.4K | $1.24M | −$171.4K | Cut−$3.3M |
| Sloy Dahl & Holst, LLC | 18.1K | $1.23M | −$169.1K | Cut−$169.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | 18K | $1.22M | −$167.9K | Cut−$232.6K |
| Moors & Cabot, Inc. | 18K | $1.22M | −$167.8K | Cut−$346.1K |
| Capital Investment Advisors, LLC | 17.8K | $1.2M | −$163.2K | Cut−$140.9K |
| HUNTINGTON NATIONAL BANK | 17.7K | $1.19M | −$6.22K | Added$1.14M |
| CAPTRUST FINANCIAL ADVISORS | 17.2K | $1.16M | −$146.7K | Cut−$46.9K |
| Steward Partners Investment Advisory, LLC | 17.1K | $1.16M | −$159.8K | Cut−$2.28M |
| SANDERS MORRIS HARRIS LLC | 17K | $1.15M | — | New |
| Worthington Financial Partners, LLC | 16.9K | $1.14M | −$146.7K | Cut−$70.3K |
| HBK Sorce Advisory LLC | 14.4K | $1.14M | $125K | Added$114K |
| Mutual Advisors, LLC | 16.6K | $1.12M | −$155.2K | Cut−$541.3K |
| Sigma Planning Corp | 16.5K | $1.12M | −$131.3K | Added$33.6K |
| Icahn Capital | 16.5K | $1.12M | −$94.8K | Added$333.8K |
| BLAIR WILLIAM & CO/IL | 16.4K | $1.11M | −$153.4K | Cut−$320.4K |
| Osbon Capital Management LLC | 16.4K | $1.11M | −$153.2K | Cut−$180.1K |
| Gladstone Institutional Advisory LLC | 16.4K | $1.11M | −$125.9K | Added$69K |
| Atlas Legacy Advisors, LLC | 15.4K | $1.08M | −$79.5K | Added$181.8K |
| KICKSTAND VENTURES, LLC. | 16K | $1.08M | −$121K | Added$83.4K |
| Stratos Wealth Partners, LTD. | 15.5K | $1.05M | −$144.7K | Cut−$3.77M |
| Biltmore Family Office, LLC | 15.5K | $1.05M | −$144.6K | Cut−$144.6K |
| WEXFORD CAPITAL LP | 15.3K | $1.03M | — | New |
| New England Private Wealth Advisors LLC | 15.1K | $1.02M | −$141.2K | Cut−$141.2K |
| SIMPLEX TRADING, LLC | 14.8K | $1M | — | New |
| Farther Finance Advisors, LLC | 14.5K | $995.1K | −$123.9K | Cut−$274.9K |
| Orion Porfolio Solutions, LLC | 14.7K | $994.2K | −$137.3K | Cut−$505.6K |
| Tower Research Capital LLC (TRC) | 14.5K | $979K | −$135.1K | Cut−$727.6K |
| Greykasell Wealth Strategies, Inc. | 14.4K | $975.5K | −$134.7K | Cut−$299.4K |
| Concurrent Investment Advisors, LLC | 14.4K | $970.1K | −$133.9K | Cut−$8.74M |
| Jaffetilchin Investment Partners, LLC | 14.1K | $953K | −$125.3K | Cut−$80.1K |
| Lido Advisors, LLC | 13.9K | $940.5K | −$184.8K | Cut−$678K |
| BIP Wealth, LLC | 13.7K | $927K | −$128K | Cut−$204K |
| WCG Wealth Advisors LLC | 13.7K | $924.4K | −$127.6K | Cut−$796K |
| Evolution Wealth Advisors, LLC | 13.5K | $910.6K | −$125.7K | Cut−$125.7K |
| Koshinski Asset Management, Inc. | 13.3K | $896.6K | −$123.8K | Cut−$161.6K |
| SteelPeak Wealth, LLC | 13K | $876.4K | −$54.7K | Added$425.8K |
| GROUP ONE TRADING LLC | 13K | $875.7K | — | New |
| Wealthcare Advisory Partners LLC | 12.9K | $869.4K | −$120K | Cut−$283.4K |
| HARBOUR INVESTMENTS, INC. | 12.8K | $864.4K | −$61.8K | Added$354.8K |
| Carnegie Investment Counsel | 12.6K | $852.6K | −$117.6K | Cut−$117K |
| Zuckerman Investment Group, LLC | 12.3K | $828K | −$114.3K | Cut−$114.3K |
| Regal Investment Advisors LLC | 11.8K | $797.6K | −$110.1K | Cut−$177.2K |
| Colonial River Investments, LLC | 11.8K | $794.7K | −$104.9K | Cut−$69.9K |
| Three Magnolias Financial Advisors, LLC | 11.7K | $787.5K | −$108.7K | Cut−$136.9K |
| Clear Harbor Asset Management, LLC | 11.5K | $777.7K | −$106.7K | Cut−$102K |
| Squarepoint Ops LLC | 11.5K | $777.4K | — | New |
| First Heartland Consultants, Inc. | 11.5K | $774.5K | −$106.8K | Cut−$199.8K |
| Arax Advisory Partners | 11.4K | $769.5K | −$106.2K | Cut−$279.9K |
| Summit Investment Advisory Services, LLC | 11.3K | $762.5K | −$105.3K | Cut−$105.3K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 11.1K | $757.3K | −$94.3K | Cut−$1.19M |
| Savvy Advisors, Inc. | 11.1K | $752.1K | −$97.1K | Cut−$48.2K |
| Kovack Advisors, Inc. | 10.6K | $740.5K | −$73.4K | Cut−$141.1K |
| D.A. DAVIDSON & CO. | 10.9K | $734.9K | −$101.4K | Cut−$135.5K |
| Relyea Zuckerberg Hanson LLC | 10.9K | $733.8K | −$101.3K | Cut−$133.1K |
| INSIGNEO ADVISORY SERVICES, LLC | 10.8K | $727.4K | −$100.4K | Cut−$102.6K |
| Intellus Advisors LLC | 10.8K | $726.7K | −$100.3K | Cut−$100.3K |
| STEPHENS INC /AR/ | 10.7K | $723.1K | −$99.8K | Cut−$100.9K |
| FORTEM FINANCIAL GROUP, LLC | 10.7K | $722.4K | −$99.7K | Cut−$911.6K |
| Prospera Financial Services Inc | 10.6K | $717K | −$98.8K | Cut−$559K |
| Pathstone Holdings, LLC | 10.5K | $712.2K | −$98.3K | Cut−$112.4K |
| CreativeOne Wealth, LLC | 10.5K | $711.4K | −$87.9K | Cut−$13.4K |
| Newbridge Financial Services Group, Inc. | 10.5K | $710K | −$32.7K | Added$440.4K |
| B. Riley Wealth Advisors, Inc. | 11K | $697.1K | −$147.1K | Cut−$198.8K |
| Lebenthal Global Advisors, LLC | 10.3K | $696K | −$96.1K | Cut−$96.1K |
| Independent Advisor Alliance | 10K | $676.8K | — | New |
| Cornerstone Wealth Management, LLC | 10K | $676.5K | −$93.4K | Cut−$104.2K |
| Straight Path Wealth Management | 9.98K | $674.9K | −$93.2K | Cut−$125K |
| Beacon Financial Advisory LLC | 9.82K | $663.7K | −$91.6K | Cut−$98.6K |
| NBC SECURITIES, INC. | 9.72K | $656.7K | −$90.7K | Cut−$95.9K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 9.62K | $650.1K | −$90.6K | Cut−$218.6K |
| Dynamic Advisor Solutions LLC | 9.54K | $644.8K | −$89.1K | Cut−$157.4K |
| Indivisible Partners | 9.47K | $639.9K | −$88.3K | Cut−$122.6K |
| TRUE Private Wealth Advisors | 9.41K | $635.8K | −$87.8K | Cut−$2.41M |
| BridgePort Financial Solutions, LLC | 9.41K | $635.8K | −$77K | Added$844 |
| SAXON INTERESTS, INC. | 9.21K | $622.2K | −$73.7K | Added$14.2K |
| BLUE JEAN FINANCIAL LLC | 9.18K | $620.5K | — | New |
| HANOVER ADVISORS INC | 9.15K | $618.4K | −$85.4K | Cut−$85.4K |
| Banco BTG Pactual S.A. | 9K | $608.4K | — | New |
| Geneos Wealth Management Inc. | 9K | $608.1K | −$83.9K | Cut−$217.3K |
| Estate Planners Group, LLC | 8.92K | $602.7K | −$82.3K | Cut−$75.5K |
| Ballew Advisors, Inc | 8.65K | $596.4K | −$118.4K | Cut−$93.3K |
| Envestnet Portfolio Solutions, Inc. | 8.67K | $586.2K | −$75.5K | Cut−$36.1K |
| St. Louis Trust Co | 8.62K | $582.3K | −$80.4K | Cut−$80.4K |
| GUYASUTA INVESTMENT ADVISORS INC | 8.61K | $582K | −$80.3K | Cut−$80.3K |
| Western Wealth Management, LLC | 8.53K | $576.2K | −$79.5K | Cut−$89.9K |
| White Knight Strategic Wealth Advisors, LLC | 8.35K | $564.5K | −$77.9K | Cut−$170.4K |
| Avidian Wealth Enterprises, LLC | 8.24K | $557.3K | −$76.9K | Cut−$78.4K |
| CITIZENS FINANCIAL GROUP INC/RI | 8.17K | $552.1K | −$30K | Added$304.2K |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 8.04K | $543.6K | −$74.7K | Cut−$72.3K |
| Sovran Advisors, LLC | 7.08K | $537.3K | −$43.1K | Cut−$53.9K |
| Perigon Wealth Management, LLC | 7.92K | $535.5K | −$73.6K | Cut−$71.3K |
| StoneX Group Inc. | 7.86K | $530.2K | −$75.3K | Cut−$387.2K |
| Bison Wealth, LLC | 6.79K | $529.7K | $60.4K | Cut−$73.1K |
| Fiduciary Alliance LLC | 6.77K | $524.1K | $3.72K | Cut−$25.8K |
| Advyzon Investment Management, LLC | 7.68K | $519.1K | −$71.7K | Cut−$82.9K |
| Horizon Wealth Management, LLC | 7.59K | $513.3K | −$66.9K | Cut−$38.5K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 7.38K | $498.9K | −$68.9K | Cut−$170.9K |
| Prospect Financial Services LLC | 7.34K | $496.4K | −$64.9K | Cut−$38.5K |
| WealthCare Investment Partners, LLC | 7.06K | $493.5K | −$58.8K | Cut−$54K |
| Cyndeo Wealth Partners, LLC | 7.29K | $492.7K | −$51.7K | Added$66.8K |
| Csenge Advisory Group | 7.2K | $486.5K | −$66.5K | Cut−$61.2K |
| CALTON & ASSOCIATES, INC. | 7.2K | $486.3K | −$67.1K | Cut−$400.3K |
| MCF Advisors LLC | 7.14K | $482.5K | −$1.13K | Added$473.2K |
| PRINCIPAL SECURITIES, INC. | 7.12K | $481.4K | −$45.2K | Added$108.3K |
| Trust Co | 7.05K | $476.8K | −$65.8K | Cut−$68.2K |
| Phillips Wealth Planners LLC | 5.93K | $474.9K | −$1.54K | Cut−$20K |
| Clearstead Trust, LLC | 7.02K | $474.7K | −$65.5K | Cut−$65.5K |
| &PARTNERS | 6.98K | $471.6K | −$38.1K | Cut−$185.8K |
| HB Wealth Management, LLC | 6.97K | $471.2K | −$65K | Cut−$214.7K |
| Clear Creek Financial Management, LLC | 6.96K | $470.1K | −$64.9K | Cut−$144.9K |
| NewEdge Advisors, LLC | 143.4K | $468.3K | −$7.97M | Cut−$7.85M |
| Focus Partners Wealth | 6.92K | $467.8K | −$52K | Added$40.2K |
| Clearstead Advisors, LLC | 6.9K | $466.3K | −$45.5K | Added$90.7K |
Who left
- Parkway Wealth Management Group, LLC$32.3M
- L1 Global Manager Pty Ltd$15.4M
- Walleye Trading LLC$15.4M
- TWO SIGMA INVESTMENTS, LP$14.2M
- POTOMAC FUND MANAGEMENT INC /ADV$13.6M
- Yarbrough Capital, LLC$4.32M
- TUDOR INVESTMENT CORP ET AL$1.55M
- Windsor Advisory Group, LLC$1.25M
- SIH Partners, LLLP$1.18M
- Pinnacle Family Advisors, LLC$1.06M
- Jefferies Financial Group Inc.$941.9K
- Walleye Capital LLC$940.8K
- Belpointe Asset Management LLC$799.4K
- SIG BROKERAGE, LP$665.1K
- TWO SIGMA SECURITIES, LLC$626.5K
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.