Stock
Capital Group Core Equity Et
Ticker not mapped · held by 408 managers
Reported value
$6.18B
Holders
408
+34 new · −21 exited
Holders’ est. mark
−$231.3M
Price effect on 242 books still in the name
Largest holder
$1.08B
LPL Financial LLC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $201.4K
- Icahn Capital0.0% · $837K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| LPL Financial LLC | 28.1M | $1.08B | −$43M | Added$123M |
| ENVESTNET ASSET MANAGEMENT INC | 13.9M | $535.8M | −$20.9M | Added$72M |
| RAYMOND JAMES FINANCIAL INC | 8.8M | $338.2M | −$13.2M | Added$44.2M |
| JONES FINANCIAL COMPANIES LLLP | 7.8M | $292.5M | −$16.9M | Added$45.1M |
| WELLS FARGO & COMPANY/MN | 6.88M | $264.3M | −$9.55M | Added$52M |
| MORGAN STANLEY | 6.55M | $251.8M | −$11.9M | Cut−$18.4M |
| Cetera Investment Advisers | 6.31M | $242.6M | −$10.8M | Added$3.61M |
| Capital International Investors | 6.05M | $232.4M | −$10.9M | Cut−$10.8M |
| Capital Group Private Client Services, Inc. | 5.1M | $195.9M | −$8.51M | Added$6.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.51M | $173.4M | −$7.83M | Cut−$589.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 4.25M | $163.4M | −$7.12M | Added$5.16M |
| MML INVESTORS SERVICES, LLC | 2.96M | $113.7M | −$5.36M | Cut−$24.8M |
| BENJAMIN EDWARDS INC | 2.75M | $105.8M | −$1.32M | Added$76.4M |
| ROYAL BANK OF CANADA | 2.51M | $96.4M | −$4.09M | Added$5.59M |
| SEI INVESTMENTS CO | 2.35M | $90.2M | −$3.64M | Added$9.31M |
| Merit Financial Group, LLC | 2.31M | $88.6M | −$3.97M | Added$401.5K |
| Private Advisor Group, LLC | 2.12M | $81.3M | −$3.62M | Added$827.7K |
| OSAIC HOLDINGS, INC. | 2.1M | $80.9M | −$3.81M | Cut−$5.84M |
| CAPTRUST FINANCIAL ADVISORS | 1.79M | $68.8M | −$3.21M | Cut−$2.37M |
| UBS Group AG | 1.7M | $65.2M | −$2.85M | Added$1.79M |
| Valmark Advisers, Inc. | 1.33M | $51.2M | −$1.2M | Added$24.5M |
| ASSETMARK, INC | 1.32M | $50.8M | −$2.12M | Added$3.76M |
| &PARTNERS | 1.28M | $49.2M | −$2.06M | Added$1.83M |
| Baird Financial Group, Inc. | 1.28M | $49.2M | −$2.17M | Added$923.1K |
| STIFEL FINANCIAL CORP | 1.24M | $47.5M | −$1.94M | Added$4.47M |
| Midwest Heritage Bank, FSB | 1.05M | $40.5M | −$1.77M | Added$1.21M |
| Kestra Advisory Services, LLC | 1.03M | $39.6M | −$1.65M | Added$2.87M |
| HUB Investment Partners, LLC | 1.03M | $39.5M | −$1.86M | Cut−$6.33M |
| Souders Financial Advisors | 996.1K | $38.3M | −$1.75M | Cut−$615.4K |
| BANK OF AMERICA CORP /DE/ | 978K | $37.6M | −$1.5M | Added$4.13M |
| SILVER OAK SECURITIES, INCORPORATED | 939.1K | $36.1M | −$1.79M | Added$1.32M |
| Equitable Holdings, Inc. | 663.3K | $26.6M | −$30.2K | Added$18.7M |
| BIP Wealth, LLC | 690.4K | $26.5M | −$1.19M | Cut−$17.2K |
| Vestmark Advisory Solutions, Inc. | 623.8K | $24M | −$923.5K | Added$3.44M |
| HighPoint Advisor Group LLC | 598.7K | $23M | −$1.05M | Cut−$433K |
| CWM, LLC | 588.6K | $22.6M | $22.6M | Added$22.6M |
| D.A. DAVIDSON & CO. | 559.1K | $21.5M | −$849.4K | Added$2.6M |
| AA Financial Advisors, LLC | 536.2K | $20.6M | −$768.1K | Added$3.53M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 523K | $20.3M | −$1.19M | Cut−$8.45M |
| EverSource Wealth Advisors, LLC | 495.9K | $19.1M | −$842.3K | Added$330.7K |
| Summit Investment Advisory Services, LLC | 482.4K | $18.5M | −$873.1K | Cut−$11M |
| Beacon Pointe Advisors, LLC | 479.7K | $18.4M | −$826.5K | Added$58.4K |
| TUDOR INVESTMENT CORP ET AL | 477.3K | $18.3M | −$11.1K | Added$18.1M |
| Orion Porfolio Solutions, LLC | 465.1K | $17.9M | −$800.4K | Added$78.8K |
| HARBOUR INVESTMENTS, INC. | 458.9K | $17.6M | −$830.6K | Cut−$2.69M |
| Forge Financial Services LLC | 435.5K | $16.7M | −$788.4K | Cut−$941.5K |
| Ameritas Investment Partners, Inc. | 424.2K | $16.3M | −$767.7K | Cut−$2.16M |
| Ergawealth Advisors, Inc. | 422.9K | $16.2M | −$714.5K | Added$368.4K |
| IFP Advisors, Inc | 422.8K | $16.2M | −$743.5K | Cut−$281.1K |
| Independent Advisor Alliance | 416.3K | $16M | — | New |
| JPMORGAN CHASE & CO | 411.3K | $15.4M | −$903.3K | Added$2.82M |
| STEPHENS INC /AR/ | 394.7K | $15.2M | −$495.3K | Added$4.15M |
| Burford Brothers, Inc. | 365.5K | $14M | −$641.5K | Cut−$216.7K |
| Bridgewealth Advisory Group, LLC | 356.2K | $13.7M | −$597.1K | Added$411K |
| Entruity Wealth, LLC | 346.3K | $13.3M | −$598.9K | Cut−$6.2K |
| PRINCIPAL SECURITIES, INC. | 335.3K | $12.9M | −$527.8K | Added$1.15M |
| J. Derek Lewis & Associates Inc. | 333K | $12.8M | −$487.2K | Added$1.85M |
| Strategic Blueprint, LLC | 332K | $12.8M | −$570.2K | Added$79.8K |
| Mutual Advisors, LLC | 316.9K | $12.2M | −$402.8K | Added$3.22M |
| TRUIST FINANCIAL CORP | 312.4K | $12M | −$479.8K | Added$1.34M |
| Vigil Wealth Management, LLC | 305.4K | $11.7M | −$524.5K | Added$74.7K |
| Apollon Wealth Management, LLC | 295.5K | $11.4M | −$409.9K | Added$2.24M |
| Michael Brady & Co., LLC | 294K | $11.3M | −$526.7K | Cut−$412.1K |
| KINGSWOOD WEALTH ADVISORS, LLC | 287.1K | $11M | −$512.4K | Cut−$356.1K |
| SAGESPRING WEALTH PARTNERS, LLC | 280.1K | $10.8M | −$383.7K | Added$2.23M |
| Challenger Wealth Management | 264.6K | $10.2M | −$478.9K | Cut−$554.5K |
| Essex Financial Services, Inc. | 255.4K | $9.81M | −$454.4K | Cut−$288K |
| ST GERMAIN D J CO INC | 247.7K | $9.52M | −$448.3K | Cut−$752.1K |
| Guided Capital Wealth Management, LLC | 243.3K | $9.35M | −$440.4K | Cut−$466.4K |
| FOUNDERS FINANCIAL SECURITIES LLC | 215.8K | $8.75M | $53.7K | Added$1.54M |
| CARY STREET PARTNERS FINANCIAL LLC | 224.8K | $8.64M | −$406.9K | Cut−$1.49M |
| Smartleaf Asset Management LLC | 230.3K | $8.6M | −$669.8K | Added$64.4K |
| Sunbelt Securities, Inc. | 218K | $8.38M | −$394.5K | Cut−$519.8K |
| Envestnet Portfolio Solutions, Inc. | 212.8K | $8.17M | −$385.1K | Cut−$517.3K |
| Gateway Wealth Partners, LLC | 211.7K | $8.13M | −$82.7K | Added$6.29M |
| BETO FINANCIAL GROUP, LLC | 179.2K | $7.71M | $48.5K | Added$6.66M |
| Cannon Wealth Management Services, LLC | 194.2K | $7.46M | −$342.4K | Cut−$147.9K |
| Gerber Kawasaki Wealth & Investment Management | 194.2K | $7.46M | −$347.3K | Cut−$260.7K |
| Cullen/Frost Bankers, Inc. | 191.8K | $7.37M | −$257.3K | Added$1.65M |
| GREAT VALLEY ADVISOR GROUP, INC. | 190.6K | $7.32M | −$344.9K | Cut−$1.48M |
| HighTower Advisors, LLC | 190.5K | $7.32M | −$344.9K | Cut−$471.5K |
| Sovran Advisors, LLC | 168.8K | $7.18M | $236.3K | Added$1.01M |
| Integrated Wealth Concepts LLC | 178.6K | $6.86M | −$292.1K | Added$370K |
| Compton Financial Group, LLC | 177.5K | $6.82M | −$12.6K | Added$6.54M |
| BLAIR WILLIAM & CO/IL | 169.3K | $6.5M | −$301.2K | Cut−$191.1K |
| Geneos Wealth Management Inc. | 162.4K | $6.24M | −$265.4K | Added$339.9K |
| Aspire Growth Partners LLC | 161.6K | $6.21M | −$255.4K | Added$532.5K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 160.2K | $6.16M | −$279K | Cut−$44.5K |
| Clear Creek Financial Management, LLC | 157.6K | $6.05M | −$232.9K | Added$877.3K |
| Wealthcare Advisory Partners LLC | 155.1K | $5.96M | −$280.7K | Cut−$416.3K |
| Western Wealth Management, LLC | 154.9K | $5.95M | −$227.6K | Added$891.6K |
| A&I FINANCIAL SERVICES, LLC | 144K | $5.53M | −$232.4K | Added$367.2K |
| PFG Advisors | 139.4K | $5.36M | −$244.8K | Cut−$86.7K |
| Sanctuary Advisors, LLC | 139.1K | $5.35M | −$209.5K | Added$688.2K |
| BNB Wealth Management, LLC | 136.1K | $5.23M | −$246.3K | Cut−$467.1K |
| Transcendent Capital Group LLC | 131.6K | $5.06M | −$238.2K | Cut−$245.6K |
| Concurrent Investment Advisors, LLC | 130.7K | $5.02M | −$236.6K | Cut−$2.9M |
| Kingsview Wealth Management, LLC | 129.7K | $4.98M | −$198.2K | Added$577K |
| Cushing Capital Partners, LLC | 124.1K | $4.78M | −$213.6K | Cut−$231K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 121.7K | $4.67M | — | New |
| SMITH, MOORE & CO. | 121.3K | $4.66M | −$219.6K | Cut−$314.3K |
| KINTRA WEALTH, LLC | 120.9K | $4.65M | −$52.7K | Added$3.47M |
| Berger Financial Group, Inc | 120.8K | $4.64M | −$218.1K | Cut−$207.7K |
| Perennial Investment Advisors, LLC | 118.2K | $4.54M | −$206.8K | Cut−$56K |
| Advisory Services Network, LLC | 117.3K | $4.51M | −$206K | Cut−$73.8K |
| Dynamic Advisor Solutions LLC | 111.3K | $4.27M | −$198.3K | Cut−$131.7K |
| Prospera Financial Services Inc | 109.8K | $4.22M | −$175.6K | Added$315.8K |
| Continuum Advisory, LLC | 109.4K | $4.2M | −$198K | Cut−$407.5K |
| G&S Capital LLC | 109K | $4.19M | −$189.3K | Cut−$21.8K |
| Worthington Financial Partners, LLC | 108.3K | $4.16M | −$196K | Cut−$249.9K |
| Mariner, LLC | 108.1K | $4.15M | −$135.5K | Added$1.14M |
| SEAMOUNT FINANCIAL GROUP INC | 107.3K | $4.12M | −$172.6K | Added$286K |
| SITTNER & NELSON, LLC | 99.8K | $3.83M | −$229.4K | Cut−$66.9K |
| Boyer Financial Services, Inc. | 99.4K | $3.82M | −$181.4K | Added$46K |
| World Investment Advisors | 99.1K | $3.81M | −$157.4K | Added$308.8K |
| Bleakley Financial Group, LLC | 98.5K | $3.79M | −$156.6K | Added$306K |
| Koshinski Asset Management, Inc. | 97.1K | $3.73M | −$157.5K | Added$229.2K |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 96.8K | $3.72M | −$173.3K | Cut−$134.5K |
| Venture Visionary Partners LLC | 95.7K | $3.68M | −$162K | Added$76.7K |
| Advyzon Investment Management, LLC | 94K | $3.61M | −$143.2K | Added$427.6K |
| INDEPENDENT FINANCIAL GROUP, LLC | 93.8K | $3.6M | −$169.8K | Cut−$382.1K |
| Capital Management Associates, Inc | 93.7K | $3.6M | −$169.5K | Cut−$169.5K |
| ENDEAVOR PRIVATE WEALTH, INC. | 88.8K | $3.42M | −$152.8K | Cut−$1.69M |
| J.W. COLE ADVISORS, INC. | 86.6K | $3.33M | −$25.1K | Added$195.6K |
| True Blue Financial, LLC | 85.8K | $3.3M | −$129.5K | Added$417.4K |
| JANE STREET GROUP, LLC | 84.8K | $3.26M | −$153.6K | Cut−$2.28M |
| Signature Resources Capital Management, LLC | 84.2K | $3.23M | −$133.5K | Added$266K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 82.6K | $3.17M | −$73.8K | Added$1.53M |
| Steward Partners Investment Advisory, LLC | 81.5K | $3.13M | −$120.6K | Added$451.2K |
| M.E. ALLISON & CO., INC. | 81.1K | $3.11M | −$145.5K | Cut−$119.2K |
| WJ Wealth Management, LLC | 80.9K | $3.11M | — | New |
| Stratos Wealth Partners, LTD. | 80.3K | $3.08M | −$128.7K | Added$224.2K |
| Keystone Financial Group | 78K | $3M | −$107.5K | Added$534.5K |
| Farther Finance Advisors, LLC | 76.2K | $2.95M | −$103.3K | Added$266.4K |
| LongView Wealth Management | 69.5K | $2.88M | $18.8K | Cut−$55.9K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 74.6K | $2.87M | −$134.8K | Cut−$129.4K |
| Atria Investments, Inc | 74K | $2.84M | −$88.4K | Added$877K |
| Integrity Advisory Solutions, LLC | 70.1K | $2.69M | −$114.3K | Added$154.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 69.8K | $2.68M | — | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 63.4K | $2.68M | $11.1K | Added$2.3M |
| ADVISORTRUST PARTNERS, LLC | 69.5K | $2.67M | −$125.8K | Cut−$238.9K |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 69.4K | $2.66M | −$118K | Added$41.8K |
| Latitude Advisors, LLC | 69.3K | $2.66M | −$110.8K | Added$199K |
| Olistico Wealth, LLC | 68.3K | $2.62M | −$123.6K | Cut−$123.6K |
| Rockefeller Capital Management L.P. | 66.3K | $2.55M | −$118.5K | Cut−$86.3K |
| CHOREO, LLC | 65.7K | $2.53M | −$131.5K | Cut−$142.1K |
| Merited Wealth, LLC | 64.6K | $2.48M | −$117K | Cut−$228.3K |
| Trueblood Wealth Management, LLC | 64.5K | $2.48M | −$108.8K | Added$59.1K |
| Blueprint Investment Partners LLC | 64.3K | $2.47M | −$112.6K | Cut−$33.8K |
| Blueprint Financial Advisors LLC | 64.3K | $2.47M | −$109.8K | Added$28.6K |
| Lodestone Wealth Management LLC | 63.8K | $2.45M | −$110K | Added$6.23K |
| Aptus Capital Advisors, LLC | 61K | $2.34M | −$110.4K | Cut−$124.6K |
| Meridian Wealth Management, LLC | 60.9K | $2.34M | −$110.3K | Cut−$131.9K |
| ASHTON THOMAS SECURITIES, LLC | 60.5K | $2.32M | −$107.2K | Cut−$57.2K |
| NORDEN GROUP LLC | 56.9K | $2.19M | −$95K | Added$73.2K |
| Affiance Financial, LLC | 56.8K | $2.18M | −$102.8K | Cut−$1.42M |
| COZAD ASSET MANAGEMENT INC | 56.4K | $2.17M | −$63.7K | Added$751.2K |
| Pines Wealth Management, LLC | 56.3K | $2.16M | −$101.9K | Cut−$354.8K |
| Capital Investment Management, Inc. | 56.1K | $2.16M | −$88K | Added$201.7K |
| Lantz Financial LLC | 54.7K | $2.1M | −$89.9K | Added$102.1K |
| LYNCH & ASSOCIATES/IN | 52.8K | $2.03M | −$65.3K | Added$578.7K |
| Confluence Wealth Services, Inc. | 51.7K | $1.99M | −$88.7K | Added$17.7K |
| Armstrong, Fleming & Moore, Inc | 49.7K | $1.91M | −$83K | Added$63.3K |
| RFG Advisory, LLC | 49.1K | $1.89M | −$84K | Added$20.9K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 48.2K | $1.85M | −$83.4K | Cut−$4.2K |
| BlackRock, Inc. | 47.5K | $1.82M | −$86K | Cut−$86K |
| OneDigital Investment Advisors LLC | 47.3K | $1.82M | −$68K | Added$307.5K |
| Mayflower Financial Advisors, LLC | 47.1K | $1.81M | −$77.6K | Added$84.8K |
| Tempus Wealth Planning, LLC | 47.1K | $1.81M | −$84.5K | Cut−$68.8K |
| KMG FIDUCIARY PARTNERS, LLC | 46.8K | $1.8M | −$84.1K | Cut−$69.8K |
| Ameritas Advisory Services, LLC | 45.3K | $1.74M | −$82K | Cut−$335.3K |
| KPP Advisory Services LLC | 45.2K | $1.74M | −$77.8K | Added$6.13K |
| Summit Financial, LLC | 44.8K | $1.73M | −$61.6K | Added$288.1K |
| WealthCare Investment Partners, LLC | 42.3K | $1.65M | −$58.4K | Cut−$58.4K |
| Security Financial Services, INC. | 41K | $1.57M | −$61.2K | Added$212.5K |
| Transamerica Financial Advisors, LLC | 40.7K | $1.57M | −$34.9K | Added$749.8K |
| CWS Financial Advisors, LLC | 40K | $1.54M | −$71.7K | Cut−$56.4K |
| HBW ADVISORY SERVICES LLC | 39.8K | $1.53M | −$72K | Cut−$104.9K |
| TWO SIGMA INVESTMENTS, LP | 39.5K | $1.52M | — | New |
| TCFG WEALTH MANAGEMENT, LLC | 39.5K | $1.52M | −$61.3K | Added$154.5K |
| TCFG Investment Advisors, LLC | 39.5K | $1.52M | — | Held |
| Richmond Investment Services, LLC | 39.4K | $1.51M | −$64.1K | Added$89.2K |
| Cerity Partners LLC | 39.3K | $1.51M | −$63.4K | Added$99.1K |
| VestGen Advisors, LLC | 34.7K | $1.5M | $104.6K | Cut−$1.25M |
| Sigma Planning Corp | 38.5K | $1.48M | −$64.6K | Added$42.2K |
| GWN SECURITIES INC. | 37.9K | $1.46M | −$58.8K | Added$150K |
| VICUS CAPITAL | 37.4K | $1.44M | −$59.5K | Added$113.1K |
| Independent Wealth Network Inc. | 37.3K | $1.43M | −$64.2K | Added$4.83K |
| Capital Investment Advisory Services, LLC | 36.9K | $1.42M | −$51.4K | Added$275.3K |
| Investment Planning Advisors, Inc. | 36.6K | $1.41M | −$66.3K | Cut−$12.9M |
| DAVENPORT & Co LLC | 35.4K | $1.36M | −$54.7K | Added$142.4K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 35.3K | $1.35M | −$61.9K | Cut−$21.6K |
| Lincoln Capital LLC | 35K | $1.34M | −$65K | Cut−$108K |
| OPPENHEIMER & CO INC | 34.4K | $1.32M | −$57.1K | Added$50.6K |
| LANDAAS & CO /WI /ADV | 34.1K | $1.31M | −$53.6K | Added$116.5K |
| Bill Few Associates, Inc. | 33.7K | $1.29M | −$53.4K | Added$108.5K |
| 180 WEALTH ADVISORS, LLC | 33K | $1.27M | −$59.5K | Cut−$53.6K |
| Jacobi Capital Management LLC | 32.8K | $1.26M | −$53.1K | Added$80K |
| FOURPATH CAPITAL MANAGEMENT, LLC | 31K | $1.19M | −$47.3K | Added$139.1K |
| RM Financial Services, LLC | 30.7K | $1.18M | −$55.5K | Cut−$66.9K |
| PRIVATE TRUST CO NA | 30.5K | $1.17M | −$44K | Added$195.7K |
| Advisor OS, LLC | 29.8K | $1.14M | −$50.4K | Added$23.7K |
| Balentine LLC | 29.1K | $1.12M | −$52.7K | Cut−$52.7K |
| Focus Partners Wealth | 29K | $1.11M | −$52.5K | Cut−$57.3K |
| Ausdal Financial Partners, Inc. | 28.7K | $1.1M | −$45.1K | Added$100.5K |
| U.S. Capital Wealth Advisors, LLC | 27.4K | $1.05M | −$48K | Cut−$14.1K |
| SUMMIT WEALTH GROUP LLC / CO | 27.3K | $1.05M | −$45.1K | Added$47.4K |
| Creative Planning | 26.9K | $1.03M | −$48.6K | Cut−$113.5K |
| Visionary Wealth Advisors | 26.8K | $1.03M | −$45.2K | Added$23.9K |
| KOM Wealth Management Group, LLC | 26.1K | $1M | −$42.4K | Added$62.1K |
| Belpointe Asset Management LLC | 25.9K | $995.7K | −$44.9K | Cut−$3.06K |
| FIFTH THIRD BANCORP | 25.5K | $978.3K | −$1.95K | Added$935K |
| Owen LaRue, LLC | 25.3K | $971.7K | −$43.5K | Added$4.39K |
| NWF Advisory Services Inc. | 25K | $962.4K | −$42.1K | Added$25.9K |
| MGO ONE SEVEN LLC | 24.9K | $957.2K | −$45.1K | Cut−$68.6K |
| Gladstone Institutional Advisory LLC | 24.5K | $942K | −$31.2K | Added$249.2K |
| PCG Wealth Advisors, LLC | 24.2K | $929.7K | — | New |
| Wealth Science Advisors LLC | 23K | $926K | $0 | Held |
| CERTIOR FINANCIAL GROUP, LLC | 23.5K | $902.7K | −$42.4K | Cut−$40K |
| ROTHSCHILD INVESTMENT LLC | 23.4K | $900.4K | −$36.5K | Added$88.3K |
| Bank of New York Mellon Corp | 23.1K | $888.7K | −$17.9K | Added$490.3K |
| Allworth Financial LP | 22.8K | $874.6K | −$41.2K | Cut−$178.3K |
| Prime Capital Investment Advisors, LLC | 22.1K | $850K | −$21.9K | Added$362.3K |
| Icahn Capital | 21.8K | $837K | −$38.6K | Cut−$21.6K |
| CVFG LLC | 20.5K | $788.5K | −$32.6K | Added$64.1K |
| Sun Financial Inc | 17.7K | $778.3K | $61.7K | Added$112.6K |
| Per Stirling Capital Management, LLC. | 19.9K | $765.8K | −$19.6K | Added$331K |
| Simplicity Wealth,LLC | 19.9K | $762.9K | −$33.6K | Added$16.3K |
| Rather & Kittrell, Inc. | 19.3K | $742.7K | −$35K | Cut−$35K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 18.9K | $731.1K | −$29.3K | Cut−$98K |
| TITLEIST ASSET MANAGEMENT, LLC | 18.7K | $719.1K | −$32.9K | Cut−$12.1K |
| Smith Thornton Advisors LLC | 18.4K | $706.5K | −$33.3K | Cut−$33.3K |
| CLG LLC | 18.3K | $704.6K | −$29K | Added$60.9K |
| AMERIPRISE FINANCIAL INC | 17.6K | $676.2K | −$16.5K | Added$310.4K |
| TKG Advisors, LLC | 17.3K | $663.6K | −$30K | Cut−$3.18K |
| Beacon Financial Advisory LLC | 17K | $653.6K | −$30.8K | Cut−$67.2K |
| Perigon Wealth Management, LLC | 16.9K | $650.3K | −$26.3K | Added$65.4K |
| EVERPAR ADVISORS LLC | 16.8K | $645.7K | −$30.4K | Cut−$38.5K |
| UPTICK PARTNERS, LLC | 16.4K | $629.2K | −$27.8K | Added$11.4K |
| NWAM LLC | 16.2K | $620.8K | −$36.3K | Added$58.4K |
| Advance Capital Management, Inc. | 16.1K | $619.1K | −$29.2K | Cut−$29.2K |
| Rothschild Wealth LLC | 15.7K | $604K | −$28.5K | Cut−$274.8K |
| SILVERLAKE WEALTH MANAGEMENT LLC | 15.7K | $603.1K | −$26.8K | Added$6.67K |
| AdvisorNet Financial, Inc | 15.6K | $600.2K | −$28.3K | Cut−$121.5K |
| Sowell Financial Services LLC | 15.5K | $594.5K | −$28K | Cut−$27.7K |
| Lantern Wealth Advisors, LLC | 14.9K | $572.9K | −$23.5K | Added$50.7K |
| IHT Wealth Management, LLC | 14.9K | $572.5K | — | New |
| tru Independence LLC | 14.9K | $571.3K | −$24.4K | Added$29K |
| Faithward Advisors, LLC | 14.8K | $568.1K | −$26.8K | Cut−$78.4K |
| Hobart Private Capital, LLC | 14.7K | $564.7K | −$26.6K | Cut−$148.5K |
Who left
- NewEdge Advisors, LLC$41.4M
- TrueWealth Financial Partners$2.88M
- Renaissance Technologies$1.88M
- INTEGRITY ALLIANCE, LLC.$1.81M
- IFG Advisory, LLC$1.48M
- Diversify Advisory Services, LLC$1.36M
- AXXCESS WEALTH MANAGEMENT, LLC$991.5K
- Hilltop Holdings Inc.$486.9K
- VICTORY FINANCIAL GROUP, LLC$382.5K
- QRG CAPITAL MANAGEMENT, INC.$294.1K
- Parsonex Advisory Services, Inc.$262.8K
- McKinley Carter Wealth Services, Inc.$235.7K
- CONTINENTAL INVESTORS SERVICES, INC.$214.3K
- AE Wealth Management LLC$206.4K
- Stratos Wealth Advisors, LLC$203.3K
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.