Stock
Brookfield Renewable Partner
Ticker not mapped · held by 255 managers
Reported value
$5.97B
Holders
255
+34 new · −18 exited
Holders’ est. mark
$1B
Price effect on 215 books still in the name
Largest holder
$2.65B
BROOKFIELD Corp /ON/
Notable conviction
Share of each notable manager’s 13F book.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BROOKFIELD Corp /ON/ | 81.3M | $2.65B | $461M | Added$461M |
| ROYAL BANK OF CANADA | 17.6M | $574.1M | $99.7M | Added$95.7M |
| PRINCIPAL FINANCIAL GROUP INC | 8.77M | $286.2M | $49.7M | Added$8.32M |
| BANK OF MONTREAL /CAN/ | 8.72M | $284.5M | $47.1M | Added$57.7M |
| FIL Ltd | 8.12M | $264.8M | $45.5M | Added$22.3M |
| MORGAN STANLEY | 4.6M | $150M | $22.8M | Added$41.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 4.29M | $139.9M | $15.3M | Added$66M |
| STATE OF WISCONSIN INVESTMENT BOARD | 4.22M | $137.8M | $23.9M | Added$6.48M |
| CIBC Asset Management Inc | 3.89M | $126.6M | $21.3M | Added$3.14M |
| TD Asset Management Inc | 2.9M | $94.4M | $14.7M | Added$21.4M |
| SCOTIA CAPITAL INC. | 2.88M | $93.7M | $15.8M | Added$17.4M |
| NATIONAL BANK OF CANADA /FI/ | 2.75M | $89.1M | $16.4M | Added$12.8M |
| CIBC WORLD MARKET INC. | 2.72M | $88.8M | $15.2M | Added$8.01M |
| AMERIPRISE FINANCIAL INC | 1.89M | $61.8M | $10.5M | Added$11.9M |
| PICTON MAHONEY ASSET MANAGEMENT | 1.88M | $61.3M | $9.35M | Added$15.9M |
| TORONTO DOMINION BANK | 1.41M | $46.1M | $7.92M | Cut−$6.58M |
| JPMORGAN CHASE & CO | 1.39M | $44.3M | $1.15M | Added$37.8M |
| BANK OF NOVA SCOTIA | 1.15M | $37.4M | $5.78M | Added$9.5M |
| AGF MANAGEMENT LTD | 1.08M | $35.9M | $5.29M | Added$10.1M |
| Invesco Ltd. | 1.07M | $34.9M | $6.07M | Cut−$3.04M |
| TD Waterhouse Canada Inc. | 1.05M | $34.4M | $4.75M | Added$11.9M |
| GOLDMAN SACHS GROUP INC | 1.04M | $34.1M | $5.92M | Added$1.8M |
| BANK OF AMERICA CORP /DE/ | 973.3K | $31.8M | $1.08M | Added$26.7M |
| CIBC Bancorp USA Inc. | 787.4K | $25.7M | — | Held |
| INTACT INVESTMENT MANAGEMENT INC. | 783.1K | $25.5M | $4.38M | Cut−$5.71M |
| BOWEN HANES & CO INC | 780.7K | $25.5M | $25.5M | Added$25.5M |
| CITIGROUP INC | 778.1K | $25.3M | $4.25M | Added$4.16M |
| Clearbridge Investments, LLC | 699.3K | $22.8M | $3.96M | Added$3.78M |
| FIRST TRUST ADVISORS LP | 646.5K | $21.1M | $3.67M | Added$2.32M |
| Federation des caisses Desjardins du Quebec | 646.9K | $21M | $3.57M | Added$1.19M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 602.4K | $19.6M | $3.33M | Cut−$10.6M |
| Rockefeller Capital Management L.P. | 510.4K | $16.7M | $2.89M | Added$2.87M |
| Waratah Capital Advisors Ltd. | 488K | $15.9M | — | New |
| Purpose Unlimited Inc. | 472K | $15.4M | $2.6M | Added$2.81M |
| COMMERCE BANK | 468.6K | $15.3M | $2.66M | Added$2.66M |
| Point72 Asset Management, L.P. | 454.6K | $14.8M | $2.52M | Cut−$6.87M |
| UBS Group AG | 445.6K | $14.5M | $819K | Added$10.6M |
| Alberta Investment Management Corp | 445.2K | $14.5M | $1.74M | Added$6.15M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 441.2K | $14.4M | $682.8K | Added$11.1M |
| Advisors Capital Management, LLC | 411.8K | $13.4M | $2.32M | Added$2.39M |
| DAVENPORT & Co LLC | 343.5K | $11.1M | $1.88M | Added$1.87M |
| Deltroit Asset Management (UK) LLP | 291.4K | $9.51M | $1.65M | Cut−$5.42M |
| EAGLE GLOBAL ADVISORS LLC | 290.4K | $9.48M | — | New |
| Rempart Asset Management Inc. | 270.5K | $8.8M | $1.48M | Added$1.31M |
| FIRST MANHATTAN CO. LLC. | 255.2K | $8.33M | $1.45M | Added$766.2K |
| Foresight Group Ltd Liability Partnership | 213.2K | $8.31M | — | New |
| NewGen Asset Management Ltd | 239.5K | $7.8M | $1.33M | Added$1.33M |
| Northwest & Ethical Investments L.P. | 235.4K | $7.74M | $1.34M | Added$1.69M |
| SIG North Trading, ULC | 218.6K | $7.14M | $1.24M | Added$220.8K |
| Sequoia Financial Advisors, LLC | 198.5K | $6.48M | $1.13M | Added$1.05M |
| NIGHTVIEW CAPITAL, LLC | 172.2K | $5.62M | — | New |
| PCJ Investment Counsel Ltd. | 170.6K | $5.57M | — | New |
| WHITEBOX ADVISORS LLC | 170K | $5.55M | $963.9K | Added$963.9K |
| CREDIT INDUSTRIEL ET COMMERCIAL | 165.5K | $5.4M | $938.6K | Cut−$5.82M |
| Groupe la Francaise | 159.9K | $5.21M | $306.1K | Added$3.75M |
| Northern Right Capital Management, L.P. | 159.4K | $5.2M | $904K | Added$824.2K |
| RAYMOND JAMES FINANCIAL INC | 139.7K | $4.56M | $711.1K | Added$1.18M |
| DAVIS-REA LTD. | 138.8K | $4.51M | $760.8K | Added$658.8K |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | 131.8K | $4.3M | $747.3K | Added$747.3K |
| K2 PRINCIPAL FUND, L.P. | 125.8K | $4.11M | $747.3K | Added$637.8K |
| JANE STREET GROUP, LLC | 121.6K | $3.97M | $522.4K | Added$1.48M |
| Tacita Capital Inc | 113.9K | $3.7M | $624.1K | Added$482.9K |
| Gold Investment Management Ltd. | 104.8K | $3.41M | $567.3K | Added$660K |
| EPIQ PARTNERS, LLC | 92.5K | $3.02M | $524.2K | Added$450K |
| 1832 Asset Management L.P. | 88.6K | $2.89M | $502.5K | Added$364.5K |
| Cetera Investment Advisers | 80K | $2.61M | $453.4K | Added$377.1K |
| BROWN ADVISORY INC | 79.9K | $2.61M | $411K | Added$653.4K |
| MAI Capital Management | 78.1K | $2.55M | $396.4K | Added$664K |
| Edgemoor Investment Advisors, Inc. | 77.1K | $2.52M | $333.1K | Added$932.7K |
| NINE MASTS CAPITAL Ltd | 72.9K | $2.38M | — | New |
| SCS Capital Management LLC | 72.8K | $2.37M | $406.7K | Added$439.9K |
| Fort Sheridan Advisors LLC | 68.4K | $2.23M | $387.9K | Added$388.2K |
| MACKENZIE FINANCIAL CORP | 67.8K | $2.21M | $280.3K | Added$913K |
| WELLS FARGO & COMPANY/MN | 65.9K | $2.15M | $364.6K | Added$418.1K |
| SFE Investment Counsel | 65.8K | $2.15M | $373.3K | Added$367.9K |
| Sanctuary Advisors, LLC | 65.2K | $2.13M | $361.3K | Added$410.1K |
| LPL Financial LLC | 63.3K | $2.06M | $356.1K | Added$371.1K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 60.2K | $1.96M | $247.9K | Added$728.8K |
| BCV Asset Management Inc. | 60.7K | $1.95M | — | New |
| NEXPOINT ASSET MANAGEMENT, L.P. | 57.5K | $1.88M | $326.1K | Added$326.1K |
| Citadel | 53.8K | $1.76M | $305.3K | Cut−$9.86M |
| PFG Investments, LLC | 52.6K | $1.72M | $298.4K | Added$295.9K |
| Texas Yale Capital Corp. | 49.4K | $1.61M | $279.8K | Added$279.8K |
| XTX Topco Ltd | 49.1K | $1.6M | $225.6K | Added$529.7K |
| NORTHERN TRUST CORP | 48.2K | $1.57M | $262.7K | Added$324.7K |
| NEUBERGER BERMAN GROUP LLC | 47.9K | $1.56M | $271.5K | Cut−$354.6K |
| Arkadios Wealth Advisors | 46.6K | $1.52M | $264.1K | Cut−$4.37K |
| EXCHANGE TRADED CONCEPTS, LLC | 42.8K | $1.4M | — | New |
| HighTower Advisors, LLC | 41.9K | $1.37M | $235.7K | Added$246.1K |
| Oak Grove Capital LLC | 38.5K | $1.26M | — | New |
| HB Wealth Management, LLC | 38K | $1.24M | $215.3K | Added$215.3K |
| STIFEL FINANCIAL CORP | 35.9K | $1.17M | $203.6K | Added$195.5K |
| U.S. Capital Wealth Advisors, LLC | 34.6K | $1.13M | $167.8K | Added$330.1K |
| Investment Management Corp of Ontario | 32.7K | $1.07M | $159.6K | Added$306.5K |
| EVERETT HARRIS & CO /CA/ | 30K | $979.2K | $170.1K | Added$170.1K |
| PenderFund Capital Management Ltd. | 30K | $978.6K | $168K | Added$168K |
| Evelyn Partners Investment Management LLP | 29.9K | $976.2K | $168.2K | Added$168.2K |
| OSAIC HOLDINGS, INC. | 27.5K | $897.5K | $155.9K | Added$146.7K |
| Cardinal Point Capital Management ULC | 27.1K | $881.3K | $140.5K | Added$189.3K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 26.4K | $846.6K | — | New |
| Diversify Advisory Services, LLC | 26.3K | $844.2K | $102.1K | Added$81.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 25.3K | $826.1K | $143.5K | Added$132.4K |
| Walter Public Investments Inc. | 23K | $750.3K | $117.7K | Added$183K |
| CAPTRUST FINANCIAL ADVISORS | 23K | $749.7K | $130.2K | Added$124.6K |
| Adalta Capital Management LLC | 22.5K | $734.2K | $128.7K | Added$128.7K |
| Sage Investment Counsel LLC | 21.9K | $715.6K | $124.3K | Added$124.3K |
| Baldwin Investment Management, LLC | 21.5K | $700.4K | $121.7K | Added$121.7K |
| Pathstone Holdings, LLC | 21.1K | $689.5K | $119.8K | Added$119.8K |
| Silver Lake Advisory, LLC | 20.2K | $658.5K | $114.4K | Added$114.4K |
| Abel Hall, LLC | 20K | $652.8K | $113.4K | Added$113.4K |
| Tower Research Capital LLC (TRC) | 18.6K | $608.2K | $44.2K | Added$397.9K |
| BLAIR WILLIAM & CO/IL | 18K | $586.4K | $101.8K | Added$83.2K |
| NATIXIS | 17.8K | $581.1K | $100.9K | Added$92.6K |
| Mariner, LLC | 17.4K | $569.1K | $93K | Added$126.9K |
| Private Advisor Group, LLC | 17.4K | $567.2K | $98.5K | Added$90.3K |
| Apollon Wealth Management, LLC | 17.3K | $563.7K | $96.7K | Added$103.6K |
| EFG International AG | 16.3K | $532.3K | — | New |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 14.1K | $461K | $74.7K | Added$100.7K |
| Tyche Wealth Partners LLC | 13.4K | $439K | $76.3K | Added$76.3K |
| WealthTrust Axiom LLC | 13.4K | $438.2K | $76.1K | Added$76.1K |
| GEODE CAPITAL MANAGEMENT, LLC | 9.45K | $428.9K | $78.3K | Added$56.8K |
| INSIGNEO ADVISORY SERVICES, LLC | 12.8K | $417K | $72.4K | Added$72.4K |
| Strategic Wealth Partners, Ltd. | 12.7K | $413.9K | $71.9K | Added$67.6K |
| Wealth Care LLC | 12.6K | $411K | — | Held |
| BEACON INVESTMENT ADVISORS LLC | 12.2K | $397K | $68.4K | Added$71.7K |
| Pacifica Partners Inc. | 12.1K | $393.8K | $56.5K | Added$56.5K |
| SeaCrest Wealth Management, LLC | 11.6K | $379.4K | $59.9K | Added$7.63K |
| GUARDIAN CAPITAL LP | 11.6K | $376.1K | $63.4K | Added$63.4K |
| Burford Brothers, Inc. | 11.5K | $374.4K | $65K | Added$65K |
| Ketron Financial | 11.3K | $368.6K | $64K | Added$64K |
| Stratos Wealth Partners, LTD. | 10.9K | $356.2K | $61.9K | Added$58.3K |
| Waterfront Wealth Inc. | 10.6K | $347.2K | $43.5K | Added$43.5K |
| Fiera Capital Corp | 10.7K | $346.8K | $58.9K | Cut−$108.3K |
| Aviso Financial Inc. | 10.4K | $337.8K | $48K | Added$104.8K |
| American Trust Investment Advisors, LLC | 10.2K | $333.7K | $58K | Added$58K |
| Cresset Asset Management, LLC | 10K | $327.4K | $53.5K | Added$73.1K |
| Sowell Financial Services LLC | 9.6K | $313.3K | $54.4K | Added$54.4K |
| ZEVIN ASSET MANAGEMENT LLC | 9.48K | $309.5K | $53.8K | Added$53.8K |
| Advisory Services Network, LLC | 9.4K | $306.8K | $52.7K | Added$56K |
| SALEM INVESTMENT COUNSELORS INC | 9.26K | $302.3K | $52.5K | Added$52.5K |
| KEYBANK NATIONAL ASSOCIATION/OH | 9.12K | $297.5K | $51.7K | Added$44.4K |
| Clearstead Trust, LLC | 8.87K | $289.4K | $50.3K | Added$50.3K |
| Cannell & Spears LLC | 8.81K | $287.4K | — | New |
| ASPIRIANT, LLC | 8.56K | $279.4K | $48.5K | Added$48.5K |
| MIROVA | 8.5K | $277.4K | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 8.48K | $277K | — | New |
| Kestra Advisory Services, LLC | 8.47K | $276.5K | $47.2K | Added$52K |
| Warren Street Wealth Advisors, LLC | 8.36K | $272.7K | $47.4K | Added$47.4K |
| Scissortail Wealth Management, LLC | 8K | $261.1K | — | New |
| FRANKLIN RESOURCES INC | 7.92K | $258.6K | $44.8K | Added$44.8K |
| BANK OF NOVA SCOTIA TRUST CO | 7.79K | $254.3K | $44.2K | Cut−$34.4K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 7.52K | $245.5K | $42.6K | Added$42.1K |
| J.W. COLE ADVISORS, INC. | 7.45K | $243.1K | $44.4K | Added$35.4K |
| Dempze Nancy E | 7.25K | $236.6K | — | New |
| Washington Trust Advisors, Inc. | 7.2K | $235K | $40.8K | Added$40.8K |
| &PARTNERS | 7.03K | $229.4K | — | New |
| B. Riley Wealth Advisors, Inc. | 6.91K | $219.4K | — | New |
| Corient IA LLC | 6.67K | $217.7K | $37.8K | Added$15.4K |
| KCM INVESTMENT ADVISORS LLC | 6.65K | $217K | — | New |
| IMC-Chicago, LLC | 6.59K | $215K | — | New |
| Cornerstone Wealth Management, LLC | 6.55K | $213.9K | — | New |
| Chicago Partners Investment Group LLC | 6.42K | $213.5K | — | New |
| Indiana Trust & Investment Management Co | 6.41K | $209.2K | $36.3K | Added$36.3K |
| Voya Financial Advisors, Inc. | 6.48K | $205.6K | — | New |
| Lido Advisors, LLC | 6.26K | $204.4K | — | New |
| CHILTON CAPITAL MANAGEMENT LLC | 5.89K | $192.4K | $33.4K | Added$33.4K |
| Clearstead Advisors, LLC | 5.73K | $187.1K | $32.5K | Added$32.5K |
| PNC Financial Services Group, Inc. | 5.55K | $181.2K | $31.5K | Added$31.5K |
| PEAK6 LLC | 5.34K | $174.2K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5.27K | $171.9K | $21.7K | Added$68.5K |
| JONES FINANCIAL COMPANIES LLLP | 5.26K | $166.8K | $23.7K | Added$32.7K |
| BARCLAYS PLC | 5.1K | $166.5K | $28.9K | Cut−$413.3K |
| Allworth Financial LP | 4.9K | $159.8K | $27.8K | Cut−$73.3K |
| MONETARY MANAGEMENT GROUP INC | 4K | $130.6K | $22.7K | Added$22.7K |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 3.97K | $129.7K | — | New |
| NBC SECURITIES, INC. | 3.25K | $106K | $11.2K | Added$52.8K |
| JCIC Asset Management Inc. | 3.04K | $98.9K | $16.4K | Added$19K |
| Triumph Capital Management | 2.12K | $70K | $12.9K | Added$12.9K |
| EVERMAY WEALTH MANAGEMENT LLC | 2.1K | $68.5K | $11.9K | Added$11.9K |
| Avalon Trust Co | 2K | $65.3K | $11.3K | Added$11.3K |
| Hilltop National Bank | 1.83K | $59.7K | $10.4K | Added$10.4K |
| Root Financial Partners, LLC | 1.8K | $58.8K | $10.2K | Added$10.2K |
| GAMMA Investing LLC | 1.7K | $55.6K | $6.37K | Added$25.3K |
| CENTRAL TRUST Co | 1.7K | $55.5K | — | New |
| Russell Investments Group, Ltd. | 1.42K | $46.3K | $7.32K | Added$10K |
| Financial Freedom, LLC | 1.27K | $41.4K | $7.19K | Added$7.19K |
| HUNTINGTON NATIONAL BANK | 1.07K | $35K | $6.08K | Added$6.08K |
| Millstone Evans Group, LLC | 1.06K | $34.8K | $6.04K | Added$6.04K |
| Steward Partners Investment Advisory, LLC | 1.02K | $33.2K | $5.77K | Added$378 |
| JNBA Financial Advisors | 1K | $32.6K | $5.67K | Added$5.67K |
| US BANCORP \DE\ | 950 | $31K | $5.39K | Added$5.39K |
| Medallion Wealth Advisors, LLC | 900 | $29.4K | $5.1K | Added$5.1K |
| SOA Wealth Advisors, LLC. | 28.3K | $28.3K | $0 | Held |
| Spire Wealth Management | 763 | $24.9K | $4.3K | Added$4.46K |
| Wilmington Savings Fund Society, FSB | 675 | $22K | $3.83K | Added$3.83K |
| Vision Retirement, LLC | 652 | $21.3K | $3.7K | Added$3.7K |
| IFP Advisors, Inc | 621 | $20.3K | $2.22K | Added$9.72K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 600 | $19.6K | $3.4K | Added$3.4K |
| LINCLUDEN MANAGEMENT LTD | 572.4K | $19K | −$2.27K | Cut−$2.38K |
| Western Wealth Management, LLC | 552 | $18K | — | New |
| AMERIFLEX GROUP, INC. | 500 | $16.3K | $2.84K | Added$2.83K |
| SIGNATUREFD, LLC | 457 | $14.9K | $2.59K | Added$2.59K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 450 | $14.7K | — | New |
| Heritage Wealth Advisors | 354 | $11.6K | $2.01K | Added$2.01K |
| Beutel, Goodman & Co Ltd. | 344.3K | $11.2K | $1.88K | Added$1.74K |
| CALDWELL SUTTER CAPITAL, INC. | 318 | $10.4K | $1.8K | Added$1.8K |
| Frazier Financial Advisors, LLC | 270 | $8.81K | $1.53K | Added$1.53K |
| Tidemark, LLC | 225 | $7.34K | $1.28K | Added$1.28K |
| Scarborough Advisors, LLC | 210 | $6.85K | $1.19K | Added$1.19K |
| SJS Investment Consulting Inc. | 200 | $6.53K | $1.13K | Added$1.13K |
| BIRCHBROOK, INC. | 200 | $6.53K | $1.13K | Added$1.13K |
| Larson Financial Group LLC | 200 | $6.53K | $1.13K | Added$1.13K |
| HARBOUR INVESTMENTS, INC. | 185 | $6.04K | $1.05K | Added$1.05K |
| Moisand Fitzgerald Tamayo, LLC | 174 | $5.68K | $987 | Added$987 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 168 | $5.48K | $953 | Added$953 |
| Financial Perspectives, Inc | 150 | $4.9K | $850 | Added$850 |
| KELLEHER FINANCIAL ADVISORS | 176 | $4.48K | −$269 | Cut−$22.8K |
| ASSETMARK, INC | 129 | $4.21K | $732 | Added$732 |
| BNP PARIBAS FINANCIAL MARKETS | 116 | $3.79K | $657 | Cut−$1.81M |
| Byrne Asset Management LLC | 100 | $3.26K | $567 | Added$567 |
| McIlrath & Eck, LLC | 98 | $3.2K | $556 | Added$556 |
| GILPIN WEALTH MANAGEMENT, LLC | 91 | $2.97K | $516 | Added$516 |
| Rialto Wealth Management, LLC | 82 | $2.68K | $465 | Added$465 |
| NISA INVESTMENT ADVISORS, LLC | 76 | $2.48K | $432 | Added$162 |
| NVWM, LLC | 68 | $2.23K | $388 | Added$388 |
| GILL CAPITAL PARTNERS, LLC | 64 | $2.09K | — | New |
| PITTENGER & ANDERSON INC | 60 | $1.96K | $340 | Added$340 |
| West Branch Capital LLC | 51 | $1.67K | $289 | Added$289 |
| Founders Capital Management | 47 | $1.53K | $266 | Added$266 |
| ROTHSCHILD INVESTMENT LLC | 45 | $1.47K | $255 | Added$255 |
| CWM, LLC | 45 | $1.47K | $1.47K | Added$1.47K |
| Farther Finance Advisors, LLC | 43 | $1.42K | — | New |
| AdvisorNet Financial, Inc | 41 | $1.34K | $248 | Added$248 |
| Cambridge Investment Research Advisors, Inc. | 39K | $1.27K | $197 | Added$337 |
| Fidelity | 37 | $1.21K | $207 | Added$207 |
| NATURAL INVESTMENTS, LLC | 34.8K | $1.14K | $198 | Added$171 |
| SWAN Capital LLC | 30 | $979 | — | New |
| HRT FINANCIAL LP | 29.5K | $962 | $167 | Cut−$308 |
| VAN ECK ASSOCIATES CORP | 22.6K | $736 | $126 | Added$138 |
| Center for Financial Planning, Inc. | 22 | $719 | $125 | Added$125 |
| Gen-Wealth Partners Inc | 21 | $685 | $119 | Added$119 |
| Cedar Mountain Advisors, LLC | 12 | $392 | $68 | Added$68 |
| S&CO INC | 10K | $326 | $57 | Added$57 |
| Parallel Advisors, LLC | 10 | $326 | $56 | Added$56 |
| BESSEMER GROUP INC | 8.41K | $274 | $47 | Added$37 |
| BlackRock, Inc. | 8 | $261 | $45 | Cut−$11.1K |
| A. D. Beadell Investment Counsel, Inc. | 6.79K | $221 | — | New |
| Bernard Wealth Management Corp. | 5 | $164 | $29 | Added$29 |
| FIFTH THIRD BANCORP | 3 | $98 | $17 | Added$17 |
| VALLEY NATIONAL ADVISERS INC | 940 | $30 | $5 | Added$5 |
Who left
- Liontrust Investment Partners LLP$21.2M
- Ovata Capital Management Ltd$4.88M
- Arosa Capital Management LP$4.18M
- MIRABELLA FINANCIAL SERVICES LLP$1.69M
- Gunderson Capital Management Inc.$1.48M
- Susquehanna Portfolio Strategies, LLC$455.8K
- Corient Private Wealth LLC$319.4K
- K.J. Harrison & Partners Inc$270.6K
- KESTRA PRIVATE WEALTH SERVICES, LLC$213.8K
- CAPSTONE INVESTMENT ADVISORS, LLC$205.4K
- FLAGSHIP HARBOR ADVISORS, LLC$140.2K
- UMB Bank, n.a.$98.4K
- NewEdge Advisors, LLC$25.5K
- GROUP ONE TRADING LLC$10.7K
- Estate Planners Group, LLC$2.7K
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.