Stock
Ase Technology Hldg Co Ltd
Ticker not mapped · held by 368 managers
Reported value
$3.19B
Holders
368
+73 new · −25 exited
Holders’ est. mark
$677.8M
Price effect on 205 books still in the name
Largest holder
$481M
BlackRock, Inc.
Notable conviction
Share of each notable manager’s 13F book.
- Bridgewater0.1% · $33.6M
- Citadel0.0% · $8.34M
- Fidelity0.0% · $3.41M
- Icahn Capital0.0% · $525.9K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BlackRock, Inc. | 22.2M | $481M | $108.6M | Added$167.7M |
| LAZARD ASSET MANAGEMENT LLC | 13.5M | $293.3M | $75.5M | Cut−$28.8M |
| UBS Group AG | 9.28M | $201.3M | $50.4M | Added$55.8M |
| BANK OF AMERICA CORP /DE/ | 6.83M | $148.1M | $38.1M | Added$6.95M |
| MORGAN STANLEY | 6.73M | $145.9M | $37.5M | Cut−$24.9M |
| GOLDMAN SACHS GROUP INC | 5.85M | $126.7M | $32.6M | Added$29.7M |
| AMERICAN CENTURY COMPANIES INC | 5.83M | $126.3M | $23.6M | Added$58.2M |
| Fisher Asset Management, LLC | 4.81M | $104.2M | $25.9M | Added$29.4M |
| Cullen Capital Management, LLC | 4.01M | $87M | $22.4M | Cut−$3.31M |
| Rafferty Asset Management, LLC | 3.58M | $77.6M | $20M | Added$2.69M |
| CITIGROUP INC | 3.46M | $75M | $17.6M | Added$24.1M |
| BARCLAYS PLC | 3.37M | $73.1M | $18.8M | Added$12.7M |
| JANE STREET GROUP, LLC | 3.14M | $68.2M | $3.64M | Added$57.7M |
| JPMORGAN CHASE & CO | 2.65M | $55.3M | $12.7M | Added$4.69M |
| HSBC HOLDINGS PLC | 2.01M | $43.7M | $10.5M | Added$13.5M |
| ENVESTNET ASSET MANAGEMENT INC | 2M | $43.3M | $11.2M | Added$2.17M |
| Creative Planning | 1.9M | $41.1M | $7.64M | Added$19.1M |
| JONES FINANCIAL COMPANIES LLLP | 1.84M | $39.5M | $74.7K | Added$39.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1.8M | $38.9M | — | New |
| EARNEST PARTNERS LLC | 1.73M | $37.5M | $9.64M | Added$5.49M |
| Point72 Asset Management, L.P. | 1.67M | $36.3M | $2.26M | Added$29.8M |
| Bridgewater | 1.55M | $33.6M | — | New |
| DIMENSIONAL FUND ADVISORS LP | 1.4M | $30.3M | $7.11M | Added$9.83M |
| NORTHERN TRUST CORP | 1.19M | $25.8M | $6.65M | Added$5.69M |
| WELLS FARGO & COMPANY/MN | 1.16M | $25.2M | $6.5M | Added$1.8M |
| BNP PARIBAS FINANCIAL MARKETS | 1.06M | $23.1M | $5.01M | Added$8.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.05M | $22.7M | — | Held |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1.07M | $22.4M | $5.22M | Cut−$93.8M |
| MARSHALL WACE, LLP | 1M | $21.7M | $3.67M | Added$11.1M |
| MILLENNIUM MANAGEMENT LLC | 938.8K | $20.4M | $5.24M | Cut−$1.64M |
| MACKENZIE FINANCIAL CORP | 822.7K | $17.8M | $2.85M | Added$9.8M |
| SEI INVESTMENTS CO | 812K | $17.6M | $4.04M | Added$5.94M |
| DEUTSCHE BANK AG\ | 780.7K | $16.9M | $98.6K | Added$16.6M |
| Tidal Investments LLC | 734.9K | $15.9M | — | New |
| NINE MASTS CAPITAL Ltd | 777.2K | $15.9M | $3.25M | Added$4.02M |
| Quantinno Capital Management LP | 588.2K | $12.8M | $2.38M | Added$5.88M |
| Vident Advisory, LLC | 571.7K | $12.4M | $3.02M | Added$3.69M |
| Connor, Clark & Lunn Investment Management Ltd. | 566K | $12.3M | $2.03M | Added$6.43M |
| CAPITAL FUND MANAGEMENT S.A. | 564.2K | $12.2M | $3.15M | Added$2.33M |
| Verition Fund Management LLC | 555.3K | $12M | $1.49M | Added$7.75M |
| Capital Wealth Planning, LLC | 532.6K | $11.5M | $2.57M | Added$1.8M |
| ROYAL BANK OF CANADA | 503.9K | $10.9M | $2.81M | Added$1.57M |
| Ramirez Asset Management, Inc. | 447.3K | $10.7M | $3.44M | Added$3.65M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 481.4K | $10.4M | — | New |
| Ninety One North America, Inc. | 451.8K | $9.79M | $2.52M | Added$2.16M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 449.2K | $9.74M | $1.82M | Added$4.49M |
| Polymer Capital Management (HK) LTD | 443.2K | $9.61M | — | New |
| OPPENHEIMER ASSET MANAGEMENT INC. | 438.4K | $9.5M | $2.45M | Cut−$812.1K |
| RHUMBLINE ADVISERS | 419.9K | $9.1M | $2.34M | Added$985.3K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 412K | $8.93M | — | New |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 400K | $8.67M | $2.23M | Cut−$2.51M |
| Ethic Inc. | 394K | $8.54M | $2.2M | Added$1.46M |
| Moran Wealth Management, LLC | 387.1K | $8.39M | $2.12M | Added$2.28M |
| Citadel | 384.6K | $8.34M | — | New |
| QUADRANT CAPITAL GROUP LLC | 370.2K | $8.03M | $2.07M | Added$2.01M |
| Vanguard Personalized Indexing Management, LLC | 368.4K | $7.99M | $2.04M | Added$2.09M |
| Man Group plc | 350.6K | $7.6M | — | New |
| Balyasny Asset Management L.P. | 332.4K | $7.21M | — | New |
| LPL Financial LLC | 308.1K | $6.68M | $972K | Added$3.88M |
| NOMURA HOLDINGS INC | 298K | $6.46M | $753.3K | Added$4.29M |
| Larson Financial Group LLC | 297.3K | $6.45M | $1.57M | Added$1.9M |
| Laird Norton Wetherby Trust Company, LLC | 295.5K | $6.41M | $1.62M | Added$1.73M |
| Amundi | 285.7K | $6.19M | $959.4K | Added$3.43M |
| RAYMOND JAMES FINANCIAL INC | 273.4K | $5.9M | $1.25M | Added$2.24M |
| Allianz Asset Management GmbH | 268.4K | $5.82M | $1.41M | Added$1.75M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 264.5K | $5.73M | $1.48M | Added$535.9K |
| Mariner, LLC | 246.6K | $5.34M | $1.24M | Added$1.73M |
| GUGGENHEIM CAPITAL LLC | 241.8K | $5.24M | $1.35M | Added$786.5K |
| US BANCORP \DE\ | 240.2K | $5.21M | $1.34M | Added$1.09M |
| BANQUE PICTET & CIE SA | 233.5K | $5.06M | $1.3M | Cut−$225.6K |
| DRW Securities, LLC | 232.9K | $5.05M | $696.3K | Added$3.04M |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 231.3K | $5.02M | — | New |
| Ovata Capital Management Ltd | 214.3K | $4.39M | $873.5K | Cut−$1.39M |
| FIRST TRUST ADVISORS LP | 201.5K | $4.37M | $1.12M | Cut−$112 |
| Eurizon Capital SGR S.p.A. | 201.7K | $4.24M | $825.6K | Added$1.58M |
| NEUBERGER BERMAN GROUP LLC | 192.4K | $4.17M | $1.07M | Added$998.3K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 179.5K | $3.89M | — | New |
| Raiffeisen Bank International AG | 180K | $3.76M | — | New |
| NEW YORK STATE COMMON RETIREMENT FUND | 172.5K | $3.74M | — | New |
| VANGUARD CAPITAL MANAGEMENT LLC | 168.6K | $3.66M | — | Held |
| Corient Private Wealth LLC | 167K | $3.57M | $882.7K | Added$814.4K |
| BOOTHBAY FUND MANAGEMENT, LLC | 162.8K | $3.53M | $908.4K | Added$544.2K |
| Brooklyn Investment Group | 161.7K | $3.51M | $557.1K | Added$1.93M |
| Legacy Wealth Asset Management, LLC | 160.6K | $3.48M | $896.2K | Added$706K |
| Schonfeld Strategic Advisors LLC | 160.2K | $3.47M | $77.5K | Added$3.25M |
| Fidelity | 157.1K | $3.41M | $761.7K | Added$1.21M |
| IEQ CAPITAL, LLC | 156.2K | $3.39M | $871.8K | Added$871.3K |
| Cerity Partners LLC | 153K | $3.32M | $853.5K | Added$458.8K |
| Orion Porfolio Solutions, LLC | 152.3K | $3.3M | $850K | Added$578.4K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 149K | $3.23M | — | New |
| Sequoia Financial Advisors, LLC | 141.1K | $3.06M | $773.5K | Added$828.3K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 139.4K | $3.02M | $3M | Added$3.02M |
| BAROMETER CAPITAL MANAGEMENT INC. | 138.5K | $3M | — | New |
| Cetera Investment Advisers | 135.7K | $2.94M | $757.4K | Cut−$171.3K |
| Advisors Asset Management, Inc. | 134.7K | $2.92M | $751.4K | Added$530.2K |
| STIFEL FINANCIAL CORP | 130.7K | $2.83M | $729.2K | Cut−$33.6K |
| Aquatic Capital Management LLC | 130.5K | $2.83M | $302.4K | Added$1.96M |
| Sanctuary Advisors, LLC | 128.7K | $2.79M | $718.2K | Cut−$802K |
| Ballentine Partners, LLC | 122.5K | $2.66M | $649.5K | Added$782K |
| TWO SIGMA INVESTMENTS, LP | 119.7K | $2.6M | — | New |
| Invesco Ltd. | 117K | $2.54M | $653.1K | Added$405.9K |
| PROFUND ADVISORS LLC | 112.4K | $2.44M | $627.2K | Added$626.9K |
| Bank Pictet & Cie (Europe) AG | 111.5K | $2.42M | $622.3K | Cut−$246.3K |
| Henshaw Capital LLC | 111.4K | $2.42M | $621.6K | Added$621.6K |
| Bank of New York Mellon Corp | 110.6K | $2.4M | $617.4K | Cut−$518.7K |
| PNC Financial Services Group, Inc. | 108.3K | $2.35M | $604.5K | Added$407.1K |
| Pathstone Holdings, LLC | 103.1K | $2.23M | $461.2K | Added$904.2K |
| Ninety One UK Ltd | 99.7K | $2.16M | $556.1K | Added$556.1K |
| NLB Skladi, upravljanje premozenja, d.o.o. | 99.4K | $2.16M | $554.8K | Added$554.8K |
| Engineers Gate Manager LP | 96.1K | $2.08M | $80.9K | Added$1.85M |
| B. Metzler seel. Sohn & Co. AG | 93.5K | $2.03M | $139.4K | Added$1.63M |
| Jain Global LLC | 92.7K | $2.01M | — | New |
| Caprock Group, LLC | 90.5K | $1.96M | $463K | Added$625.9K |
| XTX Topco Ltd | 89.1K | $1.93M | $191.8K | Added$1.38M |
| SIGNATUREFD, LLC | 87.6K | $1.9M | $486.6K | Added$494.1K |
| TRIGLAV INVESTMENTS, D.O.O. | 87.5K | $1.9M | $432.6K | Added$649.4K |
| Vestmark Advisory Solutions, Inc. | 86.7K | $1.88M | $484K | Added$255.3K |
| KR Capital LP | 83.9K | $1.82M | — | Held |
| Crossmark Global Holdings, Inc. | 81.9K | $1.77M | $444.7K | Added$491.5K |
| &PARTNERS | 77K | $1.67M | $430K | Added$318.1K |
| AVIVA PLC | 75K | $1.63M | — | New |
| Blue Trust, Inc. | 71.4K | $1.55M | $398.6K | Added$223.5K |
| DGS Capital Management, LLC | 71.1K | $1.54M | $376.3K | Added$456.5K |
| RITHOLTZ WEALTH MANAGEMENT | 68.1K | $1.48M | $239.7K | Added$785.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 67.5K | $1.46M | $21.8K | Added$1.4M |
| Banque Cantonale Vaudoise | 65.8K | $1.43M | $366.6K | Added$357K |
| Bridgewater Advisors Inc. | 39.7K | $1.41M | $508.1K | Added$824.9K |
| China Universal Asset Management Co., Ltd. | 65K | $1.41M | — | New |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 63.1K | $1.37M | — | New |
| AMERIPRISE FINANCIAL INC | 63K | $1.37M | $330.8K | Added$411.5K |
| REGIONS FINANCIAL CORP | 62.8K | $1.36M | $350.6K | Cut−$243.4K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 62.7K | $1.36M | $349.9K | Added$140.6K |
| Y-Intercept (Hong Kong) Ltd | 61.9K | $1.34M | — | New |
| ABC ARBITRAGE SA | 60.3K | $1.31M | — | New |
| Baader Bank Aktiengesellschaft | 60.5K | $1.31M | — | New |
| Abacus Wealth Partners, LLC | 59.5K | $1.29M | $311.7K | Added$390K |
| Havemeyer Place LP | 59.1K | $1.28M | $329.9K | Cut−$86.2K |
| TRUIST FINANCIAL CORP | 58.2K | $1.26M | $106.6K | Added$954.4K |
| QRG CAPITAL MANAGEMENT, INC. | 57.8K | $1.25M | $185.5K | Added$718.6K |
| E Fund Management Co., Ltd. | 57.7K | $1.25M | — | Held |
| HighTower Advisors, LLC | 52.1K | $1.13M | $240.9K | Added$433.7K |
| Compound Planning, Inc. | 51.5K | $1.12M | $239.8K | Added$424.3K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 51K | $1.1M | $227.4K | Added$448.5K |
| FEDERATED HERMES, INC. | 49.6K | $1.08M | $277K | Cut−$60K |
| Merit Financial Group, LLC | 49.2K | $1.07M | $264.4K | Added$304.5K |
| MML INVESTORS SERVICES, LLC | 47.5K | $1.03M | $264.8K | Cut−$49.4K |
| BANK OF MONTREAL /CAN/ | 47.3K | $1.03M | $166.9K | Added$545K |
| FORA Capital, LLC | 46.6K | $1.01M | — | New |
| First Affirmative Financial Network | 46.6K | $1.01M | — | Held |
| PDS Planning, Inc | 46.3K | $1M | $258.2K | Added$238.3K |
| FIL Ltd | 46.2K | $1M | $257.5K | Added$70.5K |
| Vise Technologies, Inc. | 61.1K | $984.3K | $0 | Held |
| Savant Capital, LLC | 44K | $954.9K | $194.3K | Added$394.2K |
| TT International Asset Management LTD | 42.9K | $929.8K | $929.1K | Added$909.9K |
| Aaron Wealth Advisors LLC | 42K | $911.4K | $175.8K | Added$404.1K |
| Rockefeller Capital Management L.P. | 41.7K | $903.3K | $68.6K | Added$705.3K |
| BNP PARIBAS | 41.5K | $898.8K | — | New |
| Walleye Capital LLC | 41.3K | $895.4K | $116.9K | Added$558.2K |
| Focus Partners Wealth | 36.4K | $878.5K | $287.5K | Added$300.9K |
| OSAIC HOLDINGS, INC. | 39.8K | $862.7K | $95.5K | Added$587.1K |
| BSW Wealth Partners | 39K | $845.1K | $217.5K | Cut−$24.3K |
| Parallel Advisors, LLC | 38.6K | $837.2K | $144.9K | Added$419K |
| Frank, Rimerman Advisors LLC | 37.5K | $813K | $209.2K | Added$209.3K |
| NewEdge Wealth, LLC | 37.4K | $810.1K | $208.5K | Added$105.5K |
| Atria Investments, Inc | 37.2K | $806.5K | $207.6K | Cut−$1.32K |
| Callan Family Office, LLC | 36.5K | $791.1K | $203.5K | Added$204.1K |
| Focus Partners Advisor Solutions, LLC | 35.4K | $767.3K | $148.8K | Added$337.5K |
| YOUSIF CAPITAL MANAGEMENT, LLC | 34.6K | $749.6K | $96.1K | Added$96.1K |
| Arkadios Wealth Advisors | 33.3K | $722.1K | $185.8K | Added$146.7K |
| Capula Management Ltd | 33.2K | $718.9K | $185K | Added$7.93K |
| EverSource Wealth Advisors, LLC | 33.1K | $718.4K | $127K | Added$351.8K |
| Fortitude Advisory Group L.L.C. | 32.6K | $706.7K | $170.1K | Added$216K |
| Allspring Global Investments Holdings, LLC | 31.3K | $703.6K | $154K | Added$241.7K |
| Graham Capital Management, L.P. | 32.1K | $696.4K | $179.2K | Cut−$477.3K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 28.8K | $623.6K | $160.5K | Added$126.8K |
| GAMMA Investing LLC | 28.3K | $614K | $158K | Added$157.3K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 28.2K | $612K | $155.1K | Added$164.4K |
| TD PRIVATE CLIENT WEALTH LLC | 27.9K | $605.5K | $155.8K | Cut−$268.5K |
| HB Wealth Management, LLC | 27.4K | $594.1K | $131.8K | Added$213.8K |
| CogentBlue Wealth Advisors, LLC | 26.8K | $581.5K | $113.3K | Added$254.7K |
| ExodusPoint Capital Management, LP | 26.8K | $581.1K | — | New |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | 26.8K | $580.6K | $149.4K | Added$147.6K |
| West Family Investments, Inc. | 26.5K | $573.7K | $147.7K | Cut−$29.3K |
| XPONANCE LLC | 25.1K | $544.7K | $109.9K | Added$227.5K |
| Leonteq Securities AG | 25K | $542K | — | New |
| MERCER GLOBAL ADVISORS INC /ADV | 24.8K | $537.1K | $120.3K | Added$190.1K |
| Icahn Capital | 24.3K | $525.9K | $135.4K | Cut−$26.3K |
| OpenArc Corporate Advisory, LLC | 23.7K | $513.5K | $132.2K | Added$103K |
| ASSETMARK, INC | 23.4K | $506.3K | $130.3K | Added$121.1K |
| Venturi Wealth Management, LLC | 23.1K | $500.6K | $78.3K | Added$274.7K |
| Candriam S.C.A. | 22.5K | $487.1K | $125.4K | Added$125.4K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 21.5K | $467.1K | $118.3K | Added$125.7K |
| Kathmere Capital Management, LLC | 21.1K | $457K | — | New |
| Frec Markets, Inc. | 20.7K | $449.2K | $110.3K | Added$131K |
| TWO SIGMA SECURITIES, LLC | 20.6K | $446.3K | — | New |
| Henry James International Management Inc. | 20.1K | $436.7K | $111.8K | Added$114.2K |
| GLENMEDE TRUST CO NA | 20.1K | $435.8K | $112.2K | Added$78.3K |
| U.S. Capital Wealth Advisors, LLC | 19.3K | $418.7K | $102.1K | Added$124.2K |
| Aspen Grove Capital, LLC | 19.3K | $418.5K | $107.7K | Cut−$92.2K |
| SYON CAPITAL LLC | 19.2K | $416.8K | $73.8K | Added$204K |
| Greenspring Advisors, LLC | 18.6K | $404.1K | $100.6K | Added$113.9K |
| Ascent Group, LLC | 18.3K | $397.3K | $78.6K | Added$170.4K |
| FRANKLIN RESOURCES INC | 18.2K | $395.4K | $91.1K | Added$132.6K |
| Waverly Advisors, LLC | 18.2K | $394K | $101.4K | Cut−$4.83K |
| Americana Partners, LLC | 17.8K | $386.7K | $97.4K | Added$105.8K |
| JMN Financial LLC | 17.6K | $382K | $86.9K | Added$131.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 16.9K | $377.2K | $80.9K | Cut−$74.5K |
| WEALTH ALLIANCE, LLC | 17.3K | $375.6K | $96.7K | Cut−$26.4K |
| LVW Advisors, LLC | 17K | $369.2K | — | New |
| Ariadne Wealth Management, LP | 16.8K | $363.2K | −$29.8K | Cut−$29.8K |
| Whalen Wealth Management Inc. | 16.7K | $362.7K | $93.4K | Added$55.2K |
| Trek Financial, LLC | 16.7K | $362.6K | $87.1K | Added$111.4K |
| Aprio Wealth Management, LLC | 16.6K | $359.3K | $71.7K | Added$152.4K |
| OneDigital Investment Advisors LLC | 16.6K | $359.2K | $92.2K | Added$93.1K |
| KEYBANK NATIONAL ASSOCIATION/OH | 16.5K | $357.2K | — | New |
| GROUP ONE TRADING LLC | 16K | $346.2K | $89.1K | Added$24.8K |
| Foster Group, Inc. | 16K | $345.9K | $88K | Added$92K |
| Pinnacle Wealth Planning Services, Inc. | 15.5K | $335.3K | $86.3K | Cut−$16.3K |
| CWM, LLC | 15.4K | $333K | $332.7K | Added$332.7K |
| Sivia Capital Partners, LLC | 15.2K | $328.5K | $84.5K | Cut−$78.8K |
| Leo Wealth, LLC | 14.9K | $323.9K | $80K | Added$93K |
| COMMONWEALTH EQUITY SERVICES, LLC | 14.7K | $318.6K | $62.6K | Added$137.9K |
| Advisory Services Network, LLC | 14.6K | $316.7K | — | New |
| SEEDS INVESTOR LLC | 11.4K | $307.6K | — | New |
| Collaborative Fund Advisors, LLC | 13.8K | $299.1K | — | Held |
| Farther Finance Advisors, LLC | 13.2K | $296.3K | $70.6K | Added$118.2K |
| GREENLEAF TRUST | 13.7K | $296.3K | $73.9K | Added$83K |
| Mondrian Investment Partners LTD | 13.3K | $287.6K | $65K | Added$100.2K |
| GeoWealth Management, LLC | 13.2K | $285.4K | $65.8K | Added$95.7K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 9.31K | $284.8K | — | New |
| Smartleaf Asset Management LLC | 13.5K | $282K | $27.9K | Added$190K |
| DRIVE WEALTH MANAGEMENT, LLC | 13K | $281.7K | $72.5K | Added$38.8K |
| Allworth Financial LP | 13K | $281.4K | $45.1K | Added$151.1K |
| EP Wealth Advisors, LLC | 12.9K | $279.3K | $71.9K | Added$48.9K |
| Apollon Wealth Management, LLC | 12.7K | $275.1K | — | New |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 12.6K | $273K | $70.3K | Cut−$86.1K |
| CHOREO, LLC | 12.5K | $271.6K | $70.8K | Added$50K |
| Private Advisor Group, LLC | 12.4K | $268.2K | — | New |
| Crestwood Advisors Group, LLC | 12.3K | $266.2K | — | New |
| M&T Bank Corp | 12.1K | $262.4K | $67.5K | Added$54.2K |
| Resonant Capital Advisors, LLC | 12.1K | $262K | $57.3K | Added$96.8K |
| Aureus Asset Management, LLC | 12.1K | $261.7K | $67.4K | Added$10.5K |
| EXCHANGE TRADED CONCEPTS, LLC | 12K | $259.8K | $45.2K | Added$129.3K |
| Horizon Investments, LLC | 12K | $259.8K | $45.2K | Added$129.3K |
| ATLAS CAPITAL ADVISORS INC. | 11.7K | $253.1K | $65.2K | Cut−$9.97K |
| May Hill Capital, LLC | 11.6K | $252.2K | — | New |
| Caitong International Asset Management Co., Ltd | 11.4K | $246.8K | $10.1K | Added$217.6K |
| JOURNEY STRATEGIC WEALTH LLC | 11.1K | $241.5K | $62.2K | Added$14.2K |
| Rehmann Capital Advisory Group | 11K | $239.2K | — | New |
| Kestra Advisory Services, LLC | 10.9K | $235.9K | $60.7K | Cut−$107.4K |
Who left
- Jump Financial, LLC$9.24M
- Mirae Asset Global Investments Co., Ltd.$4.37M
- TWO SIGMA ADVISERS, LP$2.41M
- FirstWave Capital Management LLC$1.36M
- GROUPAMA ASSET MANAGMENT$1.32M
- OLD MISSION CAPITAL LLC$934.7K
- GTS SECURITIES LLC$732.2K
- Tuttle Capital Management, LLC$728.4K
- WINTON GROUP Ltd$602.1K
- Scientech Research LLC$394.5K
- D. E. Shaw & Co., Inc.$354.2K
- WEXFORD CAPITAL LP$258.9K
- NewEdge Advisors, LLC$220.1K
- Inspire Advisors, LLC$199K
- TD Asset Management Inc$185.6K
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.