Stock
Reported value
$728.5M
Holders
296
+39 new · −53 exited
Holders’ est. mark
−$144.8M
Price effect on 217 books still in the name
Largest holder
$84.1M
Schonfeld Strategic Advisors LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 2.29M | $84.1M | −$11.9M | Added$31.6M |
| ParaFi Capital LP | 1.7M | $62.6M | −$18.3M | Cut−$30.6M |
| WELLS FARGO & COMPANY/MN | 1.02M | $37.5M | −$8.83M | Cut−$1.52M |
| MILLENNIUM MANAGEMENT LLC | 972.8K | $35.8M | −$10.5M | Cut−$135.7M |
| Beaird Harris Wealth Management, LLC | 934.2K | $34.4M | −$8.26M | Cut−$2.17M |
| PNC Financial Services Group, Inc. | 928.9K | $34.2M | −$8.33M | Cut−$2.68M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 592.6K | $21.8M | −$3.29M | Added$7.26M |
| KALEIDOSCOPE CAPITAL LP | 577.2K | $21.2M | −$4.84M | Cut−$144.4K |
| MORGAN STANLEY | 455.6K | $16.8M | −$38.2K | Added$16.6M |
| Pine Ridge Advisers LLC | 336.3K | $12.4M | −$3.62M | Cut−$3.62M |
| Consolidated Portfolio Review Corp | 336.3K | $12.4M | −$3.62M | Cut−$3.62M |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 303.2K | $11.2M | −$2.75M | Cut−$1.01M |
| CWM, LLC | 282.9K | $10.4M | $10.2M | Added$10.4M |
| Crumly & Associates Inc. | 256.2K | $9.43M | −$2.09M | Added$163.6K |
| Clear Creek Financial Management, LLC | 249K | $9.16M | −$2.08M | Cut−$39.2K |
| Refined Wealth Management | 245.7K | $9.04M | −$2.15M | Cut−$456.9K |
| Elequin Capital, LP | 230.1K | $8.47M | −$1.72M | Added$859.6K |
| Orion Porfolio Solutions, LLC | 224.7K | $8.27M | −$1.93M | Cut−$288.1K |
| IMC-Chicago, LLC | 221.4K | $8.15M | — | New |
| BANK OF AMERICA CORP /DE/ | 216.9K | $7.98M | −$995.5K | Added$3.58M |
| Vise Technologies, Inc. | 165.4K | $7.87M | $0 | Held |
| Fielder Capital Group LLC | 204.8K | $7.54M | −$2.19M | Cut−$2.16M |
| Sanctuary Advisors, LLC | 190.6K | $7.02M | −$1.31M | Added$1.2M |
| RPg Family Wealth Advisory, LLC | 182.2K | $6.71M | −$1.92M | Cut−$1.78M |
| UNIQUE WEALTH, LLC | 178.7K | $6.58M | −$1.43M | Added$272K |
| Avenir Tech Ltd | 173.2K | $6.37M | −$1.86M | Cut−$1.86M |
| Ankerstar Wealth, LLC | 168.3K | $6.19M | −$1.81M | Cut−$4.08M |
| IEQ CAPITAL, LLC | 156.7K | $5.77M | −$1.21M | Added$430.6K |
| MAGNOLIA CAPITAL ADVISORS LLC | 143.8K | $5.29M | −$1.2M | Added$4.97K |
| Financial Management Professionals, Inc. | 140.9K | $5.19M | −$1.09M | Added$360.7K |
| Carter Financial Group, INC. | 136.3K | $5.02M | −$1.45M | Cut−$1.4M |
| Farringdon Capital, Ltd. | 135.7K | $5M | −$1.13M | Cut−$17.9K |
| GUGGENHEIM CAPITAL LLC | 134.6K | $4.95M | −$1.31M | Cut−$862.1K |
| ENVESTNET ASSET MANAGEMENT INC | 115.4K | $4.25M | −$1.2M | Cut−$1.04M |
| BEAM WEALTH ADVISORS, INC. | 113.2K | $4.17M | −$1.14M | Cut−$895.4K |
| FIRST TRUST ADVISORS LP | 112.6K | $4.14M | −$1.21M | Cut−$1.3M |
| Visionary Wealth Advisors | 111.5K | $4.11M | −$1.2M | Cut−$1.24M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 112.8K | $4.1M | −$1.56M | Cut−$3.83M |
| Summit Financial, LLC | 110.3K | $4.06M | −$1.06M | Cut−$607.9K |
| Kesler, Norman & Wride, LLC | 100K | $3.68M | −$1.07M | Cut−$1.09M |
| MML INVESTORS SERVICES, LLC | 98.5K | $3.63M | −$1.06M | Cut−$3.95M |
| Wiser Wealth Management, Inc | 97.5K | $3.59M | −$641.3K | Added$753.2K |
| White Knight Strategic Wealth Advisors, LLC | 92.5K | $3.41M | −$993.4K | Cut−$989.6K |
| GARDA CAPITAL PARTNERS LP | 92K | $3.39M | — | New |
| Soltis Investment Advisors LLC | 90.1K | $3.32M | −$956.8K | Cut−$915.4K |
| MEITAV INVESTMENT HOUSE LTD | 86.9K | $3.2M | −$643.9K | Added$349.6K |
| RFG Advisory, LLC | 84.6K | $3.11M | −$47K | Added$2.91M |
| Kingsview Wealth Management, LLC | 79.8K | $2.94M | −$687.6K | Cut−$106.4K |
| Salus Financial Advisors, LLC | 79.3K | $2.92M | −$471.6K | Added$831.6K |
| HighTower Advisors, LLC | 78.8K | $2.9M | −$846.7K | Cut−$6.95M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 76.7K | $2.82M | −$675.6K | Cut−$166.1K |
| HIGHLINE WEALTH PARTNERS LLC | 74.2K | $2.73M | −$750.2K | Cut−$588.8K |
| Focus Partners Wealth | 73.8K | $2.72M | −$959.5K | Cut−$945.8K |
| OPTIMA CAPITAL LLC | 70.5K | $2.59M | −$702.3K | Cut−$513.6K |
| Balance Wealth, LLC | 70.2K | $2.58M | −$616K | Cut−$141.8K |
| KMG FIDUCIARY PARTNERS, LLC | 66.1K | $2.43M | −$700K | Cut−$664.7K |
| Proficio Capital Partners LLC | 63.1K | $2.32M | −$678.6K | Cut−$1.84M |
| Creative Planning | 61.7K | $2.27M | −$663.6K | Cut−$1.07M |
| NewEdge Wealth, LLC | 60.5K | $2.23M | −$81.8K | Added$1.86M |
| Savant Capital, LLC | 58.7K | $2.16M | −$323.1K | Added$733.1K |
| Advance Capital Management, Inc. | 57.4K | $2.11M | −$468.8K | Added$37.2K |
| MRP Capital Investments, LLC | 53.6K | $1.97M | −$455.8K | Cut−$42.8K |
| a16z Perennial Management, L.P. | 50.5K | $1.86M | −$542.9K | Cut−$542.9K |
| Perigon Wealth Management, LLC | 48.1K | $1.77M | −$477.5K | Cut−$341.4K |
| OneDigital Investment Advisors LLC | 47.4K | $1.75M | −$390.1K | Added$20.8K |
| JPMORGAN CHASE & CO | 48.3K | $1.74M | −$55.8K | Added$1.51M |
| FF Advisors,LLC | 41.2K | $1.74M | −$188.3K | Added$57.8K |
| Embree Financial Group | 45.7K | $1.68M | −$487.3K | Cut−$473.2K |
| Signature Wealth Management Group | 45.4K | $1.67M | −$380.6K | Cut−$11K |
| Palatine Hill Wealth Management, LLC | 44.9K | $1.65M | −$482.2K | Cut−$715.5K |
| Well Done, LLC | 43.6K | $1.61M | −$329.9K | Added$146.4K |
| CreativeOne Wealth, LLC | 42.3K | $1.56M | −$182.6K | Added$750.4K |
| LAKE STREET PRIVATE WEALTH, LLC | 39.9K | $1.47M | −$332.5K | Cut−$1.57K |
| Precision Wealth Strategies, LLC | 38.1K | $1.4M | −$276K | Added$179.7K |
| WT Wealth Management | 37.4K | $1.38M | −$401.7K | Cut−$1.86M |
| Claro Advisors Inc. | 37.1K | $1.36M | −$398.4K | Cut−$1.88M |
| Seal Cove Capital, LLC | 35.2K | $1.3M | — | New |
| VANCE WEALTH, LLC | 35.2K | $1.3M | −$378.3K | Cut−$1.17M |
| Atria Investments, Inc | 34.3K | $1.26M | −$183.3K | Added$453.5K |
| Steward Partners Investment Advisory, LLC | 33.5K | $1.23M | −$279.4K | Cut−$3.45K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 29.6K | $1.21M | — | New |
| Savvy Advisors, Inc. | 32K | $1.18M | −$183.6K | Added$367.4K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 32K | $1.18M | −$257.5K | Added$40.1K |
| SILVER OAK SECURITIES, INCORPORATED | 30.9K | $1.14M | −$337.9K | Cut−$366.9K |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 28.6K | $1.05M | −$129K | Added$483.7K |
| Bonfire Financial | 28K | $1.03M | −$259.7K | Cut−$117.1K |
| Revisor Wealth Management LLC | 28K | $1.03M | −$121.3K | Added$523.4K |
| Private Wealth Partners, LLC | 26.7K | $981.7K | −$184.4K | Added$166.1K |
| Wealth Watch Advisors, INC | 25.9K | $955K | −$234.9K | Cut−$84.2K |
| Capital Wealth Alliance, LLC | 25.6K | $944.1K | −$28.1K | Added$281.9K |
| Arax Advisory Partners | 25.5K | $940.2K | −$274.6K | Cut−$448.8K |
| MGO ONE SEVEN LLC | 25.4K | $934.9K | −$235.1K | Cut−$105.2K |
| Mariner, LLC | 24.2K | $890K | −$259.9K | Cut−$533.1K |
| U.S. Capital Wealth Advisors, LLC | 23.8K | $874.8K | −$255.5K | Cut−$274.5K |
| 3EDGE Asset Management, LP | 23.7K | $873.8K | −$201.7K | Cut−$18.5K |
| Brookstone Capital Management | 23.7K | $872.8K | −$254.9K | Cut−$403.1K |
| Broadhurst Jeffrey B | 23.6K | $867.5K | −$222.4K | Cut−$116.4K |
| Mason & Associates Inc | 23.9K | $861.5K | −$273.2K | Cut−$1M |
| Freestone Capital Holdings, LLC | 23.2K | $852.2K | −$213.8K | Cut−$93.5K |
| New Harbor Financial Group, LLC | 23K | $845.5K | −$246.9K | Cut−$246.9K |
| Belpointe Asset Management LLC | 22.5K | $827.6K | −$241.7K | Cut−$290.1K |
| PlanVest Financial, Inc | 22.4K | $824.1K | — | Held |
| EVOKE WEALTH, LLC | 22.4K | $823.3K | −$240.4K | Cut−$250.9K |
| Wealthstar Advisors, LLC | 22.2K | $818.6K | −$239.1K | Cut−$239.1K |
| TRUE Private Wealth Advisors | 22.2K | $818.3K | −$228.9K | Cut−$194.6K |
| BBR PARTNERS, LLC | 22K | $809.8K | −$231.1K | Cut−$212.7K |
| Aptus Capital Advisors, LLC | 21.9K | $807.4K | −$183.7K | Cut−$5.18K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21.9K | $805.1K | −$25.3K | Added$693.1K |
| Trek Financial, LLC | 21.8K | $803.3K | −$227.7K | Cut−$203.9K |
| Nikulski Financial, Inc. | 21.7K | $798.1K | −$78.2K | Added$452.3K |
| Waverly Advisors, LLC | 21.6K | $793.7K | −$68.8K | Added$489.3K |
| Emerald Advisors, LLC | 21.3K | $784.4K | −$219K | Cut−$184.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | 21.2K | $779.3K | −$172.3K | Added$17.1K |
| Concentrum Wealth Management | 21.1K | $775.1K | −$215.9K | Cut−$180.2K |
| Farther Finance Advisors, LLC | 20.8K | $771.5K | −$156.3K | Added$67.1K |
| FELL CAPITAL MANAGEMENT /ADV | 20.5K | $754.4K | −$220.3K | Cut−$246.2K |
| EAGLE GLOBAL ADVISORS LLC | 20.3K | $747.2K | — | New |
| Arete Wealth Advisors, LLC | 20.1K | $740.4K | $739.4K | Added$739K |
| EARNED WEALTH ADVISORS, LLC | 19.8K | $727.9K | −$212.6K | Cut−$238.5K |
| Migdal Insurance & Financial Holdings Ltd. | 19.8K | $727.3K | $450.9K | Added$726.7K |
| HOHIMER WEALTH MANAGEMENT, LLC | 18.9K | $693.9K | −$202.6K | Cut−$202.6K |
| Magnus Financial Group LLC | 18.8K | $693.3K | −$202.5K | Cut−$14.1M |
| Intellectus Partners, LLC | 18.8K | $690.2K | −$197.3K | Cut−$182.5K |
| Pekin Hardy Strauss, Inc. | 18K | $661.7K | −$171.7K | Cut−$98.1K |
| Echo45 Advisors LLC | 17.7K | $650.5K | −$184.4K | Cut−$165.1K |
| Bryn Mawr Trust Advisors, LLC | 17.5K | $644.4K | −$188.2K | Cut−$274.7K |
| Twelve Points Wealth Management LLC | 17.4K | $639K | −$174.2K | Cut−$61.1K |
| CIBC Bancorp USA Inc. | 17.1K | $630.7K | — | Held |
| Brown Miller Wealth Management, LLC | 16.3K | $600.8K | −$163.8K | Cut−$123.8K |
| Next Level Wealth Planning, LLC | 15.6K | $575.5K | −$165.5K | Cut−$156.6K |
| RFG Holdings, Inc. | 15.5K | $572.2K | −$122.5K | Added$30.3K |
| Upper Left Wealth Management, LLC | 15.5K | $570.2K | −$60.5K | Added$302.5K |
| Financial Guidance Group, Inc. | 15.2K | $559.2K | −$108.3K | Added$80.2K |
| Harbour Wealth Management Group, Inc. | 15.1K | $556.6K | −$87.8K | Added$168.3K |
| CAPTRUST FINANCIAL ADVISORS | 14.8K | $545.6K | −$159.4K | Cut−$166.5K |
| Integrated Wealth Concepts LLC | 14.8K | $544.9K | −$49.6K | Added$325.5K |
| Morton Capital Management LLC/CA | 14.7K | $541.2K | −$158K | Cut−$169.7K |
| Rockefeller Capital Management L.P. | 14.5K | $533.2K | −$155.7K | Cut−$210.6K |
| Lido Advisors, LLC | 14.3K | $527.2K | — | New |
| LPL Financial LLC | 14K | $515.7K | −$130.1K | Cut−$59.8K |
| Laird Norton Wetherby Trust Company, LLC | 13.8K | $509.6K | −$106.7K | Added$37.7K |
| CRA Financial Services, LLC | 13.4K | $493K | −$128.7K | Cut−$76.5K |
| CARY STREET PARTNERS FINANCIAL LLC | 13.1K | $484K | −$140.5K | Cut−$137.6K |
| Sowell Financial Services LLC | 13.1K | $481K | −$124.6K | Cut−$70.4K |
| Weaver Consulting Group | 13.1K | $480.6K | −$100.1K | Added$37.9K |
| Drucker Wealth 3.0, LLC | 12.9K | $475.9K | −$89K | Added$82K |
| TWO SIGMA SECURITIES, LLC | 12.7K | $467.3K | — | New |
| Exit Wealth Advisors, LLC. | 12.6K | $462.7K | −$135.1K | Cut−$267.5K |
| Miller Global Investments, LLC | 12.5K | $459.7K | −$134.3K | Cut−$135.5K |
| JBR Co Financial Management Inc | 9.43K | $448.6K | $0 | Held |
| Archvest Wealth Advisors, Inc. | 12.2K | $447.9K | −$129.4K | Cut−$124.5K |
| HUB Investment Partners, LLC | 11.7K | $432.3K | −$109.1K | Cut−$50.5K |
| Choate Investment Advisors | 11.5K | $424.3K | −$123.9K | Cut−$655.9K |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 11.2K | $411.7K | −$118.6K | Cut−$113K |
| CLIENT 1ST ADVISORY GROUP, LLC | 11K | $406.2K | −$117.5K | Cut−$113.7K |
| Wealthcare Advisory Partners LLC | 11K | $405.9K | — | New |
| SCS Capital Management LLC | 10.6K | $391.6K | −$114.4K | Cut−$114.4K |
| Daviman Financial, LLC | 10.6K | $391K | −$70.8K | Added$77.7K |
| Venture Visionary Partners LLC | 10.4K | $383.7K | −$112.1K | Cut−$112.1K |
| Kestra Advisory Services, LLC | 10.3K | $378.4K | −$110.5K | Cut−$185.1K |
| SIGNATUREFD, LLC | 10.1K | $370.1K | −$108K | Cut−$107.6K |
| Onyx Bridge Wealth Group LLC | 10K | $368.9K | −$96.7K | Cut−$58.9K |
| Evanson Asset Management, LLC | 9.74K | $358.5K | −$104.7K | Cut−$104.7K |
| MCF Advisors LLC | 9.7K | $357.1K | −$71.1K | Added$42.5K |
| Cresset Asset Management, LLC | 9.39K | $345.7K | −$52.8K | Added$112K |
| ROMAN BUTLER FULLERTON & CO | 8.73K | $338.1K | — | New |
| Oasis Advisors, LLC | 9.16K | $337.2K | — | New |
| Coastline Trust Co | 9.01K | $331.5K | −$3.05K | Added$318K |
| OPPENHEIMER & CO INC | 8.9K | $327.6K | −$95.5K | Cut−$95.1K |
| Jump Financial, LLC | 8.73K | $321.2K | — | New |
| Dakota Wealth Management | 8.69K | $319.8K | −$93.4K | Cut−$249.1K |
| Wick Capital Partners, LLC | 8.59K | $316.1K | −$92.3K | Cut−$127.5K |
| OSAIC HOLDINGS, INC. | 8.53K | $314K | −$50.9K | Added$88.7K |
| Institute for Wealth Management, LLC. | 8.52K | $313.5K | −$83.4K | Cut−$55.5K |
| Maridea Wealth Management LLC | 8.49K | $312.4K | −$91.2K | Cut−$245.6K |
| DEARBORN PARTNERS LLC | 8.49K | $312.4K | −$81.6K | Cut−$48.4K |
| COLUMBIA ADVISORY PARTNERS LLC | 8.48K | $312.2K | −$86.5K | Cut−$70.4K |
| Sunpointe, LLC | 8.42K | $309.8K | −$89.8K | Cut−$87.6K |
| Appalachian Capital Management Ltd | 8.39K | $308.7K | — | New |
| Modern Wealth Management, LLC | 8.34K | $308.6K | −$86.4K | Cut−$80.8K |
| Hexagon Capital Partners LLC | 8.31K | $306K | — | New |
| Avior Wealth Management, LLC | 8.3K | $305.7K | −$89.3K | Cut−$188.8K |
| Stenger Family Office, LLC | 8.27K | $304.4K | −$88.9K | Cut−$88.9K |
| Advisor OS, LLC | 8.2K | $301.9K | — | New |
| Sound Income Strategies, LLC | 8.09K | $299.4K | −$119.5K | Cut−$117.1K |
| Sankala Group LLC | 8.27K | $297.7K | $3.22K | Cut−$15.9K |
| CERTIOR FINANCIAL GROUP, LLC | 7.98K | $293.6K | −$85.7K | Cut−$87.3K |
| Quadrature Capital Ltd | 7.87K | $289.7K | — | New |
| Wilmington Savings Fund Society, FSB | 7.85K | $288.9K | −$79.9K | Cut−$64.6K |
| Cerity Partners LLC | 7.66K | $282.1K | −$76K | Cut−$48.8K |
| Walkner Condon Financial Advisors LLC | 7.49K | $275.9K | −$80.6K | Cut−$227.8K |
| Private Advisor Group, LLC | 7.4K | $272.4K | −$79.6K | Cut−$874.7K |
| Brand Asset Management Group, Inc. | 7.35K | $270.6K | — | New |
| EP Wealth Advisors, LLC | 7.26K | $267.3K | −$78K | Cut−$77.9K |
| BROWN BROTHERS HARRIMAN & CO | 7.22K | $265.8K | −$18.8K | Added$182.4K |
| Moisand Fitzgerald Tamayo, LLC | 7.09K | $260.9K | −$76.2K | Cut−$76K |
| Pasadena Private Wealth, LLC | 6.94K | $255.5K | −$65.6K | Cut−$34.9K |
| Apella Capital, LLC | 6.07K | $255.4K | — | New |
| MONETA GROUP INVESTMENT ADVISORS LLC | 6.93K | $255.1K | −$74.5K | Cut−$107.3K |
| Bosman Wealth Management, LLC | 6.92K | $254.6K | −$74.4K | Cut−$387.4K |
| CORA CAPITAL ADVISORS LLC | 6.88K | $253.4K | −$48.7K | Added$37.8K |
| Empower Advisory Group, LLC | 6.86K | $252.6K | −$73.8K | Cut−$188.1K |
| SteelPeak Wealth, LLC | 6.8K | $250.3K | −$73.1K | Cut−$73.1K |
| WorthPointe, LLC | 6.67K | $245.4K | −$71.7K | Cut−$71.7K |
| TCFG WEALTH MANAGEMENT, LLC | 6.65K | $244.8K | −$69.7K | Cut−$63.6K |
| TCFG Investment Advisors, LLC | 6.65K | $244.8K | — | Held |
| Shore Point Advisors, LLC | 6.58K | $242.1K | −$70.7K | Cut−$70.7K |
| JOHNSON INVESTMENT COUNSEL INC | 6.55K | $241.2K | — | New |
| Vantage Point Financial LLC | 6.54K | $240.6K | −$65.1K | Cut−$47.4K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 6.5K | $239.3K | −$69.9K | Cut−$404.9K |
| Gryphon Financial Partners LLC | 6.5K | $239.3K | −$69.9K | Cut−$188.8K |
| ELLERSON GROUP INC /ADV | 6.46K | $237.7K | −$58.7K | Cut−$21.9K |
| VISTA INVESTMENT PARTNERS II, LLC | 6.41K | $236K | — | New |
| Ballew Advisors, Inc | 6K | $235.3K | −$73K | Cut−$73K |
| Freedom Financial Partners LLC | 6.31K | $232.3K | −$67.8K | Cut−$72.6K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 6.2K | $228.4K | −$61.9K | Cut−$45.6K |
| Inspire Advisors, LLC | 6.07K | $223.5K | — | New |
| Brucke Financial, Inc. | 5.96K | $219.2K | — | New |
| Parallel Advisors, LLC | 5.91K | $217.4K | −$60.2K | Cut−$49.1K |
| Rothschild Wealth LLC | 5.88K | $216.5K | — | New |
| TritonPoint Partners, LLC | 5.69K | $209.5K | — | New |
| Palumbo Wealth Management LLC | 5.68K | $208.9K | — | New |
| Caliber Wealth Management, LLC / KS | 5.5K | $202.5K | — | New |
| RAYMOND JAMES FINANCIAL INC | 5.45K | $200.4K | −$58.5K | Cut−$75.2K |
| Richardson Capital Management LLC | 5.04K | $185.6K | −$21.9K | Added$88.8K |
| Allworth Financial LP | 4.66K | $171.5K | −$50.1K | Cut−$50.1K |
| FIFTH THIRD BANCORP | 4.56K | $168K | — | New |
| Walleye Trading LLC | 3.85K | $141.6K | −$1.57K | Added$134.6K |
| MAI Capital Management | 3.58K | $131.9K | −$38.5K | Cut−$121.3K |
| Sunbelt Securities, Inc. | 2.77K | $101.8K | −$28.6K | Cut−$25K |
| Clark Wealth Partners | 2.5K | $92.1K | −$26.9K | Cut−$26.9K |
| ROTHSCHILD INVESTMENT LLC | 2.38K | $87.4K | −$25.5K | Cut−$25.5K |
| Private Wealth Asset Management, LLC | 2.32K | $85.4K | −$24.9K | Cut−$24.9K |
| Fairway Wealth LLC | 2.31K | $85.2K | −$24.9K | Cut−$24.9K |
| Strategic Wealth Partners, Ltd. | 2.15K | $79.1K | −$9.39K | Added$37.6K |
| ROSS\JOHNSON & Associates LLC | 2.13K | $78.3K | −$22.9K | Cut−$22.9K |
| Financial Gravity Asset Management, Inc. | 1.92K | $70.8K | −$20.6K | Cut−$20.4K |
| JPL Wealth Management, LLC | 1.85K | $68K | — | New |
| HOLLENCREST CAPITAL MANAGEMENT | 1.7K | $62.6K | −$16.4K | Cut−$10.1K |
| Turim 21 Investimentos Ltda. | 1.41K | $51.7K | −$15.1K | Cut−$15.1K |
| Lloyd Advisory Services, LLC. | 1.36K | $50K | — | New |
| Kingdom Financial Group LLC. | 1.36K | $50K | −$14.6K | Cut−$14.6K |
| EverSource Wealth Advisors, LLC | 1.24K | $45.6K | −$9.54K | Added$3.34K |
| Geneos Wealth Management Inc. | 1.2K | $44.2K | −$8.4K | Added$7.1K |
| Park Place Capital Corp | 1.07K | $39.5K | −$11.5K | Cut−$11.5K |
| MassMutual Private Wealth & Trust, FSB | 1K | $36.8K | −$10.8K | Cut−$10.8K |
| Ancora Advisors LLC | 1K | $36.8K | −$10.8K | Cut−$10.8K |
| Mosley Wealth Management | 521 | $32.4K | — | New |
| Lodestone Wealth Management LLC | 789 | $29K | −$8.48K | Cut−$8.48K |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 737 | $27.1K | — | New |
Who left
- Tidal Investments LLC$22.8M
- JANE STREET GROUP, LLC$20.8M
- Sculptor Capital LP$15.3M
- JOURNEY STRATEGIC WEALTH LLC$14.2M
- Citadel$9.37M
- Artemis Wealth Advisors, LLC$7.13M
- DRW Securities, LLC$3.91M
- Renaissance Technologies$3.79M
- Ovata Capital Management Ltd$1.9M
- RPO LLC$1.52M
- Strategic Family Wealth Counselors, L.L.C.$1.35M
- Diversify Advisory Services, LLC$1.03M
- SIMPLEX TRADING, LLC$867.8K
- Archer Investment Management, LLC$792.8K
- Hudson Value Partners, LLC$606.6K
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.