Stock
Capital Group Dividend Value
Ticker not mapped · held by 726 managers
Reported value
$21B
Holders
726
+72 new · −35 exited
Holders’ est. mark
−$374.5M
Price effect on 241 books still in the name
Largest holder
$3.06B
LPL Financial LLC
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $2.63M
- Fidelity0.0% · $965.9K
- Icahn Capital0.0% · $822.4K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| LPL Financial LLC | 71.9M | $3.06B | −$69.8M | Added$285.8M |
| MORGAN STANLEY | 26.2M | $1.11B | −$25.1M | Added$117.3M |
| RAYMOND JAMES FINANCIAL INC | 25.8M | $1.1B | −$26M | Added$69.5M |
| Capital International Investors | 22.9M | $974.2M | −$25.2M | Cut−$25.1M |
| ENVESTNET ASSET MANAGEMENT INC | 20.8M | $884.9M | −$20.7M | Added$63.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19.8M | $842.6M | −$20.6M | Added$24.1M |
| WELLS FARGO & COMPANY/MN | 19.1M | $810.5M | −$17.9M | Added$98.7M |
| Cetera Investment Advisers | 18.4M | $781M | −$18M | Added$65.3M |
| BANK OF AMERICA CORP /DE/ | 17.9M | $762M | −$18.4M | Added$31.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | 13.5M | $572.9M | −$13.6M | Added$33.7M |
| JONES FINANCIAL COMPANIES LLLP | 13.5M | $562.3M | −$20M | Added$111.3M |
| Capital Group Private Client Services, Inc. | 11.6M | $494.9M | −$11.2M | Added$51.8M |
| Advance Capital Management, Inc. | 10.2M | $433.6M | −$11.1M | Cut−$5.07M |
| UBS Group AG | 9.47M | $402.8M | −$10.2M | Added$83.4K |
| OSAIC HOLDINGS, INC. | 9.31M | $395.9M | −$10M | Cut−$1.29M |
| ROYAL BANK OF CANADA | 7.48M | $318.2M | −$6.88M | Added$45.2M |
| STIFEL FINANCIAL CORP | 6.12M | $260.3M | −$5.26M | Added$51.6M |
| Confluence Wealth Services, Inc. | 6.04M | $257.1M | −$6.37M | Added$4.48M |
| Kestra Advisory Services, LLC | 5.86M | $249.2M | −$5.61M | Added$26.8M |
| Forge Financial Services LLC | 5.64M | $240M | −$456.5K | Added$221.9M |
| MML INVESTORS SERVICES, LLC | 4.27M | $181.7M | −$4.7M | Cut−$33M |
| Private Advisor Group, LLC | 3.75M | $159.6M | −$3.86M | Added$6.36M |
| D.A. DAVIDSON & CO. | 3.64M | $154.8M | −$3.9M | Added$287.1K |
| Kestra Investment Management, LLC | 3.3M | $140.3M | −$2.25M | Added$51.1M |
| &PARTNERS | 2.65M | $112.8M | −$2.39M | Added$9.03M |
| Bogart Wealth, LLC | 2.4M | $102M | −$2.62M | Cut−$1.81M |
| CIBC Bancorp USA Inc. | 2.54M | $101.4M | — | Held |
| CWM, LLC | 2.34M | $99.6M | $84.9M | Added$99.5M |
| Johnson Bixby & Associates, LLC | 2.11M | $89.7M | −$2.28M | Cut−$637K |
| HighTower Advisors, LLC | 2.1M | $89.3M | −$1.98M | Added$10.6M |
| Equitable Holdings, Inc. | 1.91M | $83.2M | −$122.2K | Added$21M |
| Baird Financial Group, Inc. | 1.95M | $83M | −$2.04M | Added$2.04M |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1.91M | $81.4M | −$2.04M | Added$563.5K |
| TRUIST FINANCIAL CORP | 1.9M | $81M | −$1.55M | Added$19.3M |
| Mariner, LLC | 1.87M | $79.7M | −$2.06M | Cut−$10M |
| SEI INVESTMENTS CO | 1.84M | $78.4M | −$1.81M | Added$6.73M |
| Merit Financial Group, LLC | 1.79M | $76.3M | −$1.93M | Cut−$314.1K |
| Independent Advisor Alliance | 1.74M | $74.1M | — | New |
| Valmark Advisers, Inc. | 1.68M | $71.5M | −$1.17M | Added$25.2M |
| WNY Asset Management, LLC | 1.59M | $67.6M | — | Held |
| IAM Advisory, LLC | 1.45M | $61.9M | −$1.57M | Cut−$397.7K |
| Integrated Wealth Concepts LLC | 1.45M | $61.7M | −$1.47M | Added$3.28M |
| Aptus Capital Advisors, LLC | 1.41M | $60M | −$1.51M | Added$147.7K |
| Wealthcare Advisory Partners LLC | 1.31M | $55.5M | −$1.36M | Added$1.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.3M | $55.4M | −$2.16M | Cut−$25.2M |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1.26M | $53.4M | −$1.34M | Cut−$1.22M |
| TUDOR INVESTMENT CORP ET AL | 1.25M | $53M | −$808.7K | Added$21M |
| Prospera Financial Services Inc | 1.17M | $49.7M | −$1.23M | Added$784.4K |
| Western Wealth Management, LLC | 1.12M | $47.8M | −$1.14M | Added$2.62M |
| BENJAMIN EDWARDS INC | 1.09M | $46.5M | −$1.11M | Added$2.53M |
| HARBOUR INVESTMENTS, INC. | 1.08M | $46.1M | −$828.5K | Added$13.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.08M | $45.8M | −$1.16M | Cut−$297K |
| Erickson Financial Group, LLC | 1.06M | $45.1M | −$1.15M | Cut−$618.1K |
| Souders Financial Advisors | 1.02M | $43.4M | −$1.12M | Cut−$14.3M |
| Bank of New York Mellon Corp | 994.8K | $42.3M | −$1.09M | Cut−$7.12M |
| Summit Investment Advisory Services, LLC | 989.1K | $42.1M | −$1.09M | Cut−$1.81M |
| Procyon Advisors, LLC | 965.7K | $41.1M | −$894.2K | Added$5.61M |
| Continuum Advisory, LLC | 956.2K | $40.7M | −$1.03M | Cut−$189.4K |
| SK Wealth Management, LLC | 944.3K | $40.5M | −$1.85M | Added$839.1K |
| Concurrent Investment Advisors, LLC | 951.6K | $40.5M | −$1.05M | Cut−$4.28M |
| Rockefeller Capital Management L.P. | 949.7K | $40.4M | −$946.4K | Added$2.85M |
| PARK NATIONAL CORP /OH/ | 934.7K | $39.8M | −$1M | Cut−$91.5K |
| CAPTRUST FINANCIAL ADVISORS | 932.8K | $39.7M | −$1.03M | Cut−$1.41M |
| Gerber Kawasaki Wealth & Investment Management | 858.1K | $36.5M | −$942.6K | Cut−$930.3K |
| ASSETMARK, INC | 845.7K | $36M | −$838.1K | Added$2.73M |
| Mason Investment Advisory Services, Inc. | 803.4K | $34.2M | −$868K | Cut−$259.7K |
| AA Financial Advisors, LLC | 803.4K | $34.2M | −$830.8K | Added$1.22M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 773.7K | $32.9M | −$811.7K | Added$709.7K |
| J. Derek Lewis & Associates Inc. | 754.9K | $32.1M | −$790K | Added$722.4K |
| BLAIR WILLIAM & CO/IL | 727.2K | $30.9M | −$682.8K | Added$3.85M |
| Midwest Heritage Bank, FSB | 709.5K | $30.2M | −$712.5K | Added$1.92M |
| Sanctuary Advisors, LLC | 682.5K | $29M | −$714.4K | Added$692.7K |
| Wealth Science Advisors LLC | 647.1K | $28.2M | $0 | Held |
| BIP Wealth, LLC | 659.2K | $28M | −$692.2K | Added$581.6K |
| AVAII WEALTH MANAGEMENT, LLC | 649.9K | $27.6M | −$714.9K | Cut−$2.53M |
| Orion Porfolio Solutions, LLC | 647.4K | $27.5M | −$703.4K | Cut−$367.8K |
| PCG Wealth Advisors, LLC | 647.4K | $27.5M | −$152.3K | Added$21.5M |
| SILVER OAK SECURITIES, INCORPORATED | 646.7K | $27.5M | −$845.1K | Added$803.5K |
| Royal Harbor Partners, LLC | 635.5K | $27M | −$699K | Cut−$804.3K |
| Ergawealth Advisors, Inc. | 634K | $27M | −$663K | Added$666.9K |
| GREAT VALLEY ADVISOR GROUP, INC. | 632.8K | $26.9M | −$546.3K | Added$5.26M |
| INDEPENDENT FINANCIAL GROUP, LLC | 632.4K | $26.9M | −$617.8K | Added$2.39M |
| IFP Advisors, Inc | 632.3K | $26.9M | −$527.4K | Added$5.97M |
| Madison Wealth Partners, Inc | 619.1K | $26.3M | — | New |
| Onyx Bridge Wealth Group LLC | 616.7K | $26.2M | −$631.2K | Added$805.7K |
| Vestmark Advisory Solutions, Inc. | 611.5K | $26M | −$604K | Added$2.05M |
| CARY STREET PARTNERS FINANCIAL LLC | 560.5K | $23.8M | −$616.5K | Cut−$1.4M |
| Core Wealth Advisors, Inc. | 556.6K | $23.7M | −$584.7K | Added$479.7K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 554.7K | $23.6M | −$610.1K | Cut−$3.47M |
| Teamwork Financial Advisors, LLC | 544.5K | $23.2M | −$599K | Cut−$640.7K |
| New England Private Wealth Advisors LLC | 540.1K | $23M | −$558.2K | Added$832.2K |
| Capital Advantage, Inc. | 536.9K | $22.8M | −$587.8K | Cut−$480.7K |
| JPMORGAN CHASE & CO | 549.7K | $22.8M | −$880.6K | Added$5.16M |
| Focus Partners Wealth | 523.8K | $22.3M | −$540.5K | Added$612.9K |
| Per Stirling Capital Management, LLC. | 515.1K | $21.9M | −$566.6K | Cut−$1.17M |
| KWB Wealth | 499.6K | $21.8M | −$1 | Cut−$87.8K |
| Main Line Retirement Advisors, LLC | 508.5K | $21.6M | −$558.9K | Cut−$537.8K |
| Geneos Wealth Management Inc. | 500.5K | $21.3M | −$550.5K | Cut−$14.9M |
| Kingsview Wealth Management, LLC | 488.1K | $20.8M | −$500.1K | Added$920.5K |
| Challenger Wealth Management | 473.8K | $20.2M | −$521.2K | Cut−$1.03M |
| MISSION WEALTH MANAGEMENT, LP | 464.8K | $19.8M | −$505.7K | Cut−$290.7K |
| Modern Wealth Management, LLC | 455.9K | $19.5M | −$387.5K | Cut−$7.21M |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 453.6K | $19.3M | −$468.3K | Added$717.6K |
| ACT Advisors, LLC. | 451.8K | $19.2M | −$494K | Cut−$381K |
| Clarity Retirement & Wealth, LLC | 450.9K | $19.2M | −$384.7K | Added$3.92M |
| Apollon Wealth Management, LLC | 446.2K | $19M | −$448K | Added$1.21M |
| HighPoint Advisor Group LLC | 443.9K | $18.9M | −$460.8K | Added$602.6K |
| Advyzon Investment Management, LLC | 440.8K | $18.7M | −$63.9K | Added$16.2M |
| Sunrise Financial Services, LLC | 440.4K | $18.7M | −$432.8K | Added$1.56M |
| CJM Wealth Advisers, Ltd. | 436.8K | $18.6M | −$365.1K | Added$4.1M |
| SMITH, MOORE & CO. | 432.9K | $18.4M | −$444.6K | Added$777.1K |
| Entruity Wealth, LLC | 428.4K | $18.2M | −$449.1K | Added$408.5K |
| Beacon Financial Advisory LLC | 428K | $18.2M | −$459.2K | Cut−$13.3K |
| VVR Holdings LLC | 425.4K | $18.1M | −$447.4K | Added$343.3K |
| SAGE PRIVATE WEALTH GROUP, LLC | 421.3K | $17.9M | — | New |
| Venture Visionary Partners LLC | 419.4K | $17.8M | −$567.5K | Cut−$209.3K |
| Sigma Planning Corp | 411.8K | $17.5M | −$366.8K | Added$5.21M |
| WJ Wealth Management, LLC | 408.8K | $17.4M | −$445.4K | Cut−$280.1K |
| Mutual Advisors, LLC | 405.7K | $17.3M | −$258.7K | Added$6.99M |
| Carter Financial, LLC | 396.5K | $16.9M | −$400.1K | Added$995K |
| Kera Capital Partners, Inc. | 394.6K | $16.8M | −$902K | Cut−$583.1K |
| First Heartland Consultants, Inc. | 393K | $16.7M | −$348.3K | Added$2.9M |
| Ameritas Advisory Services, LLC | 390.7K | $16.6M | −$274.5K | Added$5.73M |
| Kropog Financial Group, LLC | 386.8K | $16.5M | −$425.5K | Cut−$456.7K |
| ST GERMAIN D J CO INC | 383.9K | $16.3M | −$419.2K | Cut−$301.8K |
| Beacon Pointe Advisors, LLC | 382.6K | $16.3M | −$190.8K | Added$8.71M |
| CITIGROUP INC | 378.6K | $16.1M | −$39K | Added$14.6M |
| Melone Private Wealth, LLC | 370.2K | $15.7M | −$351.7K | Added$1.79M |
| Sovran Advisors, LLC | 339.2K | $15.7M | $661.6K | Added$551.3K |
| FORTRESS PRIVATE LEDGER, LLC | 368.4K | $15.7M | −$369.3K | Added$1.02M |
| Visionary Wealth Advisors | 365K | $15.5M | −$366.2K | Added$1M |
| VestGen Advisors, LLC | 324.7K | $15.4M | $1.06M | Added$3.37M |
| DAVENPORT & Co LLC | 361.8K | $15.4M | −$398K | Cut−$440.4K |
| REGIMEN WEALTH, LLC | 358.1K | $15.2M | −$393.9K | Cut−$3.01M |
| PRINCIPAL SECURITIES, INC. | 357.2K | $15.2M | −$326.6K | Added$2.24M |
| Michael Brady & Co., LLC | 346.3K | $14.7M | −$375.7K | Cut−$175.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 339.2K | $14.4M | −$163.9K | Added$7.93M |
| KPP Advisory Services LLC | 337.3K | $14.4M | −$365.7K | Cut−$157.9K |
| Ruggaard & Associates LLC | 336.1K | $14.3M | −$369.7K | Cut−$484.5K |
| JANE STREET GROUP, LLC | 335.8K | $14.3M | −$369.4K | Cut−$29.4M |
| FOUNDERS FINANCIAL SECURITIES LLC | 318.6K | $14.2M | $275.4K | Added$2.68M |
| Gutierrez Wealth Advisory, LLC | 332.1K | $14.1M | −$357.4K | Cut−$51.6K |
| MENORA MIVTACHIM HOLDINGS LTD. | 330.8K | $14.1M | −$363.9K | Cut−$848.7K |
| Stratos Wealth Partners, LTD. | 330.4K | $14.1M | −$270.6K | Added$3.32M |
| Code Waechter LLC | 326.7K | $13.9M | −$325.7K | Added$976.3K |
| Hartmann Taylor Wealth Management, LLC | 326K | $13.9M | −$328.8K | Added$825.5K |
| Greenbush Financial Group, LLC | 320.5K | $13.6M | −$323.6K | Added$795.3K |
| Steward Partners Investment Advisory, LLC | 308.1K | $13.1M | −$262.4K | Added$2.69M |
| World Investment Advisors | 307.5K | $13.1M | −$317K | Added$507.3K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 304.6K | $13M | −$323.5K | Added$123K |
| Pinnacle Wealth Management, LLC | 300.8K | $12.8M | — | New |
| Gateway Wealth Partners, LLC | 296.8K | $12.6M | −$119.2K | Added$7.9M |
| Kaizen Financial Strategies | 277.8K | $12.6M | $486.2K | Cut−$695.8K |
| RFG Advisory, LLC | 294.2K | $12.5M | −$323.6K | Cut−$6.27M |
| ROTHSCHILD INVESTMENT LLC | 293.2K | $12.5M | −$249.4K | Added$2.58M |
| Vigil Wealth Management, LLC | 290K | $12.3M | −$296.7K | Added$566.1K |
| Armstrong, Fleming & Moore, Inc | 281.8K | $12M | −$275.2K | Added$1.07M |
| AMERIPRISE FINANCIAL INC | 280.3K | $11.9M | −$403.8K | Cut−$749.6K |
| AdvisorNet Financial, Inc | 280.6K | $11.9M | −$259.8K | Added$1.63M |
| OPPENHEIMER & CO INC | 278.1K | $11.8M | −$222.8K | Added$2.99M |
| Arkadios Wealth Advisors | 277.8K | $11.8M | −$92.3K | Added$8.16M |
| Rothschild Wealth LLC | 277K | $11.8M | −$304.7K | Cut−$745.2K |
| Cresset Asset Management, LLC | 276.1K | $11.8M | −$273.3K | Cut−$294.2K |
| Swisher Financial Concepts, Inc. | 275.5K | $11.7M | −$297.9K | Cut−$99.4K |
| LongView Wealth Management | 258K | $11.7M | $205K | Added$1.1M |
| IMG Wealth Management, Inc. | 274.6K | $11.7M | −$289.2K | Added$207.6K |
| Bouvel Investment Partners, LLC | 274.5K | $11.7M | −$302K | Cut−$571.9K |
| FSA WEALTH PARTNERS, INC. | 270.9K | $11.5M | −$298K | Cut−$14.1M |
| WIN ADVISORS, INC | 269.5K | $11.5M | — | New |
| Essex Financial Services, Inc. | 269.2K | $11.5M | −$284.6K | Added$162K |
| COZAD ASSET MANAGEMENT INC | 268.7K | $11.4M | −$263.4K | Added$982.5K |
| Gaddis Premier Wealth Advisors LLC | 268.1K | $11.4M | −$283.2K | Added$166.9K |
| CFS Investment Advisory Services, LLC | 247.5K | $11.4M | $554.1K | Added$1.05M |
| EP Wealth Advisors, LLC | 260.3K | $11.1M | −$286.3K | Cut−$660.7K |
| Integrity Advisory Solutions, LLC | 258.8K | $11M | −$278.2K | Cut−$28.1K |
| J.W. COLE ADVISORS, INC. | 258.5K | $11M | $335K | Added$2.19M |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 256K | $10.9M | −$268.2K | Added$249K |
| Keenan, LLC | 253.9K | $10.8M | −$236.8K | Added$2.33M |
| Ridgeline Wealth Planning, LLC | 251.6K | $10.7M | −$276.7K | Cut−$455.8K |
| WealthCare Investment Partners, LLC | 246.3K | $10.6M | −$125.6K | Added$3.19M |
| Tempus Wealth Planning, LLC | 246.3K | $10.5M | −$270.9K | Cut−$513.5K |
| Magnus Financial Group LLC | 245.1K | $10.4M | −$261.8K | Added$40.4K |
| STEPHENS INC /AR/ | 243K | $10.3M | −$203.1K | Added$2.28M |
| BetterWealth, LLC | 240.6K | $10.2M | −$258.9K | Cut−$39.2K |
| FLAGSHIP HARBOR ADVISORS, LLC | 240.5K | $10.2M | −$228.2K | Added$1.18M |
| Envestnet Portfolio Solutions, Inc. | 239.9K | $10.2M | −$263.1K | Cut−$232.5K |
| SEAMOUNT FINANCIAL GROUP INC | 239.3K | $10.2M | −$248.4K | Added$325.3K |
| Smith Thornton Advisors LLC | 238.2K | $10.1M | −$253.8K | Added$65.1K |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 238.1K | $10.1M | −$242.4K | Added$510.4K |
| CONSILIO WEALTH ADVISORS, LLC | 238K | $10.1M | −$7.52K | Added$9.82M |
| Fermata Advisors, LLC | 233.5K | $9.93M | −$239.1K | Added$444.7K |
| Evergreen Wealth Partners LLC | 233.1K | $9.92M | −$146.7K | Added$4.1M |
| Freedom Financial Partners LLC | 232.8K | $9.9M | −$206.9K | Added$1.69M |
| Kovack Advisors, Inc. | 229.4K | $9.83M | −$182.8K | Cut−$131.9K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 210.5K | $9.67M | $110.2K | Added$6.43M |
| FreeGulliver LLC | 225.2K | $9.58M | −$229K | Added$493.9K |
| Nicholson Meyer Capital Management, Inc. | 224.8K | $9.56M | −$225.7K | Added$608.9K |
| Boyer Financial Services, Inc. | 224.6K | $9.55M | −$305.4K | Added$160.8K |
| Dean, Jacobson Financial Services, LLC | 224.3K | $9.54M | −$202.6K | Added$1.5M |
| U.S. Capital Wealth Advisors, LLC | 219.2K | $9.32M | −$223K | Added$476.4K |
| CLG LLC | 216.5K | $9.21M | −$238.2K | Cut−$3.67M |
| Armor Investment Advisors, LLC | 215.3K | $9.16M | −$113.8K | Added$4.65M |
| Cerity Partners LLC | 214.6K | $9.13M | −$141.1K | Added$3.54M |
| Olistico Wealth, LLC | 209.3K | $8.9M | −$209.4K | Added$594K |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 208.9K | $8.89M | −$234.6K | Cut−$66.9K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 205.5K | $8.74M | −$224.8K | Cut−$178.9K |
| NOVEM GROUP | 205.4K | $8.74M | −$211.7K | Added$337.1K |
| Cassady Wealth & Retirement Planning, LLC | 186.2K | $8.64M | $436.1K | Added$1.77M |
| Compton Financial Group, LLC | 202.6K | $8.62M | −$10.5K | Added$8.2M |
| Avior Wealth Management, LLC | 202.1K | $8.6M | −$54.5K | Added$6.43M |
| KINTRA WEALTH, LLC | 201.6K | $8.58M | −$170.1K | Added$1.83M |
| Richmond Investment Services, LLC | 195.1K | $8.3M | −$214.6K | Cut−$404.1K |
| EWA, LLC | 194.3K | $8.27M | — | New |
| PFG Advisors | 193.3K | $8.22M | −$190.3K | Added$670.3K |
| SITTNER & NELSON, LLC | 191.1K | $8.13M | −$501.4K | Added$348K |
| Secure Asset Management, LLC | 190.2K | $8.09M | −$203.6K | Added$15.4K |
| Farther Finance Advisors, LLC | 184.3K | $7.89M | −$73.6K | Added$4.11M |
| Prime Capital Investment Advisors, LLC | 183.9K | $7.82M | −$172.7K | Added$970.6K |
| OneDigital Investment Advisors LLC | 183.3K | $7.8M | −$201.7K | Cut−$245.4K |
| Koshinski Asset Management, Inc. | 177.9K | $7.57M | −$195.7K | Cut−$331.6K |
| Convergence Financial, LLC | 177.5K | $7.55M | −$165.4K | Added$990.3K |
| MGO ONE SEVEN LLC | 176.6K | $7.51M | −$185.5K | Added$150.2K |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 169.9K | $7.23M | −$182K | Added$6.8K |
| VICUS CAPITAL | 166.7K | $7.09M | −$163.8K | Added$593.5K |
| DAHRING | CUSMANO LLC | 160.6K | $6.83M | — | New |
| Riverview Capital Advisers, LLC | 158K | $6.72M | −$60.3K | Added$4.33M |
| Allworth Financial LP | 156.3K | $6.65M | −$170.1K | Cut−$98.9K |
| Aprio Wealth Management, LLC | 155.8K | $6.63M | −$164.5K | Added$102.9K |
| Ausdal Financial Partners, Inc. | 154.3K | $6.56M | −$156K | Added$372.9K |
| Accel Wealth Management | 153.8K | $6.54M | −$149.9K | Added$595.5K |
| Quantum Financial Planning Services, Inc. | 153.2K | $6.52M | −$157.4K | Added$273.9K |
| Future Financial Wealth Managment LLC | 143.4K | $6.51M | $239.7K | Added$459.5K |
| Bill Few Associates, Inc. | 152.2K | $6.47M | −$145.7K | Added$694.6K |
| Perennial Investment Advisors, LLC | 152.1K | $6.47M | −$152.1K | Added$434.3K |
| Synergy Investment Management, LLC | 152K | $6.47M | −$165.8K | Cut−$112.1K |
| Investment Advisory Services Group LLC | 149.8K | $6.37M | −$85.1K | Added$3M |
| BNB Wealth Management, LLC | 149.8K | $6.37M | −$153K | Added$297.9K |
| Cullen/Frost Bankers, Inc. | 147.1K | $6.26M | −$126.5K | Added$1.24M |
| Summit Financial, LLC | 145.1K | $6.19M | −$91K | Added$2.18M |
| Ashton Thomas Private Wealth, LLC | 144.8K | $6.16M | −$128.6K | Added$1.06M |
| Greenline Wealth Management LLC | 143.8K | $6.12M | −$153K | Added$50.5K |
| First Pacific Financial | 143.3K | $6.1M | −$143.4K | Added$408.6K |
| Pallas Capital Advisors LLC | 143.2K | $6.09M | −$157.5K | Cut−$1.15M |
| New England Capital Financial Advisors LLC | 142.8K | $6.07M | −$125.9K | Added$1.08M |
| Affiance Financial, LLC | 142.3K | $6.05M | −$131.7K | Added$829.8K |
| Smartleaf Asset Management LLC | 144.6K | $6M | −$331.5K | Added$100.8K |
| CGN Advisors LLC | 140.6K | $5.98M | −$150.9K | Cut−$3.98K |
| Scott Capital Advisors, LLC | 133.3K | $5.96M | $126.1K | Added$864.1K |
| Harpswell Capital Advisors, LLC | 139.6K | $5.94M | −$153K | Cut−$131.7K |
| Cauble & Harre Wealth Management, Inc. | 125K | $5.94M | $480.1K | Cut−$1.53M |
Who left
- NewEdge Advisors, LLC$59M
- AXXCESS WEALTH MANAGEMENT, LLC$30.7M
- StoneX Group Inc.$9.59M
- IFG Advisory, LLC$8.3M
- TrueWealth Financial Partners$3.57M
- Navis Wealth Advisors, LLC$3.43M
- Diversify Advisory Services, LLC$1.84M
- Stratos Investment Management, LLC$1.37M
- Coppell Advisory Solutions LLC$807.3K
- SFG Wealth Management, LLC.$790.3K
- Realta Investment Advisors$656.8K
- TBH Global Asset Management, LLC$456.9K
- Hilltop Holdings Inc.$432.2K
- Plan Group Financial, LLC$378.7K
- TrueWealth Advisors, LLC$368K
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.