Stock
Reported value
$14.8B
Holders
839
+45 new · −32 exited
Holders’ est. mark
−$553.3M
Price effect on 246 books still in the name
Largest holder
$3.13B
PRUDENTIAL FINANCIAL INC
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $25.5M
- Fidelity0.0% · $6.25M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | 44.1M | $3.13B | −$143.7M | Cut−$173.2M |
| Focus Partners Wealth | 9.34M | $664.2M | −$28.3M | Cut−$22.7M |
| MASECO LLP | 7.49M | $530.9M | −$24.1M | Cut−$22.2M |
| Root Financial Partners, LLC | 6.13M | $434.4M | −$17.3M | Added$39.8M |
| Vise Technologies, Inc. | 4.74M | $351.7M | $0 | Held |
| Index Fund Advisors, Inc. | 4.95M | $351.2M | −$16.1M | Cut−$16.2M |
| Plancorp, LLC | 4.46M | $330.1M | −$490.3K | Cut−$3.96M |
| SAX WEALTH ADVISORS, LLC | 3.87M | $286.8M | $0 | Cut−$572K |
| LPL Financial LLC | 3.66M | $259.7M | −$11.7M | Cut−$7.42M |
| MERCER GLOBAL ADVISORS INC /ADV | 3.39M | $240.7M | −$9.21M | Added$31.1M |
| Creative Planning | 3.36M | $238M | −$10.9M | Cut−$16.1M |
| TCI Wealth Advisors, Inc. | 3.32M | $235.5M | −$10.3M | Added$520.7K |
| Mariner, LLC | 2.99M | $212.3M | −$8.85M | Added$11.2M |
| Great Waters Wealth Management | 2.82M | $199.8M | −$8.75M | Added$631K |
| Focus Partners Advisor Solutions, LLC | 2.54M | $179.8M | −$7.64M | Added$6.85M |
| Zhang Financial LLC | 2.53M | $179.7M | −$7.88M | Added$321.6K |
| Apella Capital, LLC | 2.18M | $168.8M | $3.97M | Added$78M |
| G2 CAPITAL MANAGEMENT, LLC / OH | 2.33M | $164.9M | −$7.52M | Cut−$6.27M |
| Smartleaf Asset Management LLC | 1.87M | $128.5M | −$8.98M | Added$13.6M |
| EARNED WEALTH ADVISORS, LLC | 1.69M | $119.9M | −$4.84M | Added$9.92M |
| BANK OF AMERICA CORP /DE/ | 1.69M | $119.9M | −$3.99M | Added$29.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.65M | $117.2M | −$4.27M | Added$20.1M |
| Corient Private Wealth LLC | 1.65M | $117.1M | −$5.35M | Cut−$9.43M |
| RAYMOND JAMES FINANCIAL INC | 1.57M | $111.3M | −$5.07M | Cut−$3.92M |
| Flagstone Financial Management | 1.53M | $108.6M | −$4.85M | Cut−$1.68M |
| ENVESTNET ASSET MANAGEMENT INC | 1.4M | $98.9M | −$4.28M | Added$1.56M |
| ROYAL BANK OF CANADA | 1.38M | $98M | −$4.2M | Added$2.45M |
| JFS WEALTH ADVISORS, LLC | 1.36M | $96.3M | −$4.43M | Cut−$7.01M |
| Sequoia Financial Advisors, LLC | 1.3M | $92M | −$4.23M | Cut−$10.1M |
| Intelligence Driven Advisers, LLC | 1.28M | $90.8M | −$4.17M | Cut−$17.1M |
| Chicago Partners Investment Group LLC | 1.11M | $85.8M | $2.57M | Added$4.03M |
| DiNuzzo Private Wealth, Inc. | 1.18M | $83.4M | −$3.84M | Cut−$3.91M |
| Forum Financial Management, LP | 1.17M | $83.1M | −$3.82M | Cut−$5.72M |
| Colony Family Offices, LLC | 1.16M | $82.1M | −$3.7M | Cut−$2.09M |
| Modera Wealth Management, LLC | 1.09M | $77.3M | −$3.55M | Cut−$7.01M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.03M | $72.4M | −$5.15M | Cut−$46.5M |
| Foster Group, Inc. | 947.1K | $67.2M | −$3.09M | Cut−$4.38M |
| Evanson Asset Management, LLC | 939.8K | $66.6M | −$3.06M | Cut−$3.85M |
| Austin Asset Management Co Inc | 937.2K | $66.5M | −$3.06M | Cut−$3.96M |
| CHOREO, LLC | 933.5K | $66.2M | −$3.55M | Cut−$3.19M |
| Elser Financial Planning, Inc | 931K | $66M | −$138.5K | Added$62.9M |
| Savant Capital, LLC | 927.8K | $65.8M | −$3.02M | Cut−$3.52M |
| CAPTRUST FINANCIAL ADVISORS | 922K | $65.4M | −$3.01M | Cut−$3.78M |
| Heritage Wealth Management, Inc./Texas | 894.6K | $63.4M | −$2.88M | Cut−$2.06M |
| OLIO Financial Planning | 882.6K | $62.6M | −$2.79M | Cut−$923.2K |
| Tencap Wealth Coaching, LLC | 842.2K | $59.8M | −$2.65M | Cut−$498.4K |
| Wealth Management Nebraska | 835.3K | $59.2M | −$2.55M | Added$1.27M |
| Quadcap Wealth Management, LLC | 827K | $58.6M | −$2.56M | Added$630.6K |
| JPMORGAN CHASE & CO | 813.5K | $56M | −$4.24M | Cut−$3.49M |
| 1900 WEALTH MANAGEMENT LLC | 788K | $55.9M | −$2.48M | Cut−$587.9K |
| Farther Finance Advisors, LLC | 765.9K | $54.7M | −$1.85M | Added$4.23M |
| Aspen Wealth Management LLC | 751.5K | $53.3M | −$2.45M | Cut−$2.67M |
| Kestra Advisory Services, LLC | 748.5K | $53.1M | −$2M | Added$7.61M |
| RS CRUM INC. | 746.6K | $52.9M | −$2.38M | Cut−$1.3M |
| Beacon Pointe Advisors, LLC | 723.3K | $51.3M | −$2.08M | Added$4.03M |
| Cerity Partners LLC | 690.5K | $49M | −$1.18M | Added$22M |
| TRUIST FINANCIAL CORP | 688.7K | $48.8M | −$2.2M | Cut−$1.1M |
| Foundry Financial LLC | 673.2K | $47.7M | −$1.52M | Added$13.1M |
| ASSETMARK, INC | 672.9K | $47.7M | −$2.07M | Added$515.1K |
| Cetera Investment Advisers | 661.4K | $46.9M | −$1.54M | Added$11.8M |
| Hurlow Wealth Management Group, Inc. | 658.4K | $46.7M | −$2.02M | Added$726.9K |
| Everest Management Corp. | 645.1K | $45.7M | −$2.1M | Cut−$6.38M |
| Crown Wealth Group, LLC | 644.6K | $45.7M | −$2.08M | Cut−$1.5M |
| Equitable Holdings, Inc. | 615K | $45.6M | −$1.94K | Added$2.13M |
| Vermillion Wealth Management, Inc. | 643.1K | $45.6M | −$2.02M | Cut−$429.9K |
| McLean Asset Management Corp | 642.6K | $45.6M | −$2.83M | Cut−$3.48M |
| Crusonia Wealth Advisors LLC | 634.5K | $45M | −$1.94M | Added$959K |
| Three Arch Wealth Management LLC | 575.7K | $40.8M | −$1.88M | Cut−$2.15M |
| Dynamic Advisor Solutions LLC | 575.2K | $40.8M | −$1.81M | Cut−$403.2K |
| Pine Harbor Wealth Management, LLC | 561.3K | $39.8M | −$1.77M | Cut−$410.1K |
| HighTower Advisors, LLC | 552.9K | $39.2M | −$1.8M | Cut−$3.84M |
| Graver Capital Management, LLC | 537.9K | $38.1M | −$1.65M | Added$539.6K |
| Parkwoods Wealth Partners, LLC | 524.3K | $37.2M | −$1.65M | Cut−$438.3K |
| Disciplined Equity Management, Inc. | 523.8K | $37.1M | −$1.71M | Cut−$1.91M |
| Greenspring Advisors, LLC | 515.3K | $36.5M | −$1.68M | Cut−$2.14M |
| Freedom Investment Management, Inc. | 512.6K | $36.3M | −$1.67M | Cut−$6.78M |
| KM Capital Management Ltd. | 443.1K | $35.8M | $2.9M | Added$1.94M |
| Heritage Investment Group, Inc. | 503.6K | $35.7M | −$1.64M | Cut−$1.66M |
| Guardian Wealth Management, LLC | 497.3K | $35.3M | −$1.56M | Cut−$181.5K |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 466.9K | $34.6M | −$618.6K | Added$761.5K |
| Mason & Associates Inc | 493.5K | $34M | −$2.61M | Cut−$3.73M |
| TCP Asset Management, LLC | 471.4K | $33.4M | −$1.53M | Cut−$1.3M |
| Owl Creek Wealth Partners LLC | 467.9K | $33.2M | — | Held |
| MISSION WEALTH MANAGEMENT, LP | 464.2K | $32.9M | −$275.5K | Added$26.7M |
| AG Asset Advisory, LLC | 458.3K | $32.5M | −$1.47M | Cut−$1.05M |
| ARK & TLK INVESTMENTS, LLC | 455.4K | $32.3M | −$1.48M | Cut−$1.83M |
| SC&H Financial Advisors, Inc. | 454.2K | $32.2M | −$1.43M | Cut−$302.2K |
| CWS Financial Advisors, LLC | 443.1K | $31.4M | −$117.6K | Added$28.7M |
| MML INVESTORS SERVICES, LLC | 435.9K | $30.9M | −$1.42M | Cut−$4.39M |
| Retirement Solution LLC | 431.5K | $30.6M | −$1.41M | Cut−$3.89M |
| DIXON FNANCIAL SERVICES, INC. | 431.2K | $30.6M | −$1.41M | Cut−$1.6M |
| Premier Financial Group | 378.3K | $27.2M | −$1.02M | Cut−$711.2K |
| Investmark Advisory Group LLC | 361.1K | $25.6M | −$1.17M | Cut−$1.1M |
| Icahn Capital | 359K | $25.5M | −$606K | Added$11.7M |
| Royal Harbor Partners, LLC | 358.7K | $25.4M | −$960.4K | Added$3.59M |
| SouthState Bank Corp | 357.1K | $25.3M | −$1.16M | Cut−$3.59M |
| One Capital Management, LLC | 355K | $25.2M | −$15.8K | Added$24.8M |
| Sterling Wealth Advisors Inc | 317.1K | $24.5M | $992.6K | Added$928.4K |
| Allodium Investment Consultants, LLC | 345.1K | $24.5M | −$1.09M | Cut−$382.6K |
| Asset Dedication, LLC | 332.9K | $23.6M | −$1.09M | Cut−$28.3M |
| KEB ASSET MANAGEMENT, LLC | 319.7K | $22.7M | −$982.8K | Added$309.7K |
| Meritas Wealth Management, LLC | 308.5K | $21.9M | −$922.1K | Added$893.2K |
| CLARIS ADVISORS, LLC / MO / | 308.4K | $21.9M | −$948K | Added$303.1K |
| MORGAN STANLEY | 306.9K | $21.8M | −$1M | Cut−$3.92M |
| Babb Wealth Advisors LLC | 303.5K | $21.5M | −$951.7K | Cut−$127.4K |
| Trinity Financial Advisors LLC | 302.8K | $21.5M | −$872.1K | Added$1.63M |
| OneDigital Investment Advisors LLC | 300.5K | $21.3M | −$931.5K | Added$111.8K |
| Bernardo Wealth Planning LLC | 286.2K | $20.3M | −$842K | Added$1.14M |
| OSAIC HOLDINGS, INC. | 283.6K | $20.1M | −$925K | Cut−$1.23M |
| CarsonAllaria Wealth Management, Ltd. | 281.1K | $19.9M | −$916.4K | Cut−$1.74M |
| Cypress Point Wealth Management, LLC | 274.2K | $19.4M | −$716.7K | Added$3.14M |
| Pillar Financial Advisors, LLC | 272K | $19.3M | −$860.2K | Cut−$284K |
| Ruedi Wealth Management, Inc. | 269.7K | $19.1M | −$851.1K | Cut−$237.6K |
| Allworth Financial LP | 269.3K | $19.1M | −$539.3K | Added$6.83M |
| American Capital Advisory, LLC | 267.3K | $19M | −$767K | Added$1.51M |
| Kestra Investment Management, LLC | 252.5K | $17.9M | −$424.5K | Added$8.25M |
| Security Financial Services, INC. | 250K | $17.7M | −$815K | Cut−$1.44M |
| Spire Wealth Management | 248.1K | $17.6M | −$808.7K | Cut−$927.3K |
| Mendota Financial Group, LLC | 246K | $17.4M | −$783.7K | Cut−$384.9K |
| CARDIFF PARK ADVISORS, LLC | 245.1K | $17.4M | −$799K | Cut−$4.05M |
| Strategic Investment Solutions, Inc. /IL | 241.4K | $17.1M | −$804K | Cut−$877.5K |
| LEGACY FINANCIAL GROUP, INC. | 234.1K | $16.6M | −$740K | Cut−$238.4K |
| GEM Asset Management, LLC | 233.2K | $16.5M | −$884.5K | Added$998.3K |
| Quantinno Capital Management LP | 230.9K | $16.4M | −$611.4K | Added$2.46M |
| PFG Advisors | 230.3K | $16.3M | −$693.4K | Added$553.7K |
| Wealthcare Advisory Partners LLC | 229K | $16.2M | −$214.9K | Added$11.3M |
| Broadhurst Jeffrey B | 226K | $16M | −$711K | Cut−$148.2K |
| Stratos Wealth Partners, LTD. | 225.1K | $16M | −$730.9K | Cut−$665.4K |
| UBS Group AG | 223.7K | $15.9M | −$729.1K | Cut−$2.35M |
| Larson Financial Group LLC | 220.4K | $15.6M | −$718.6K | Cut−$1.18M |
| Tassel Capital Management, Inc. | 215.8K | $15.3M | −$703.6K | Cut−$790.4K |
| KPP Advisory Services LLC | 212.8K | $15.1M | −$644.2K | Added$436.4K |
| Capstone Wealth Management, LLC | 212.2K | $15M | −$657.3K | Added$89.3K |
| STIFEL FINANCIAL CORP | 203.3K | $14.4M | −$628.1K | Added$126.5K |
| Kraft, Davis & Associates, LLC | 182.5K | $14.3M | $455.7K | Added$1.28M |
| Investment Advisory Group, LLC | 201K | $14.3M | −$602.2K | Added$552.4K |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 198.9K | $14.1M | −$624.5K | Cut−$107.7K |
| Certified Advisory Corp | 196.6K | $13.9M | −$606.1K | Added$154.3K |
| Aptus Capital Advisors, LLC | 196.3K | $13.9M | −$593.3K | Added$418.4K |
| HB Wealth Management, LLC | 189.4K | $13.4M | −$617.4K | Cut−$656K |
| JONES FINANCIAL COMPANIES LLLP | 189.6K | $13.1M | −$898.3K | Cut−$260.4K |
| NORTHWEST WEALTH MANAGEMENT, LLC | 180.7K | $12.8M | −$589K | Cut−$910.4K |
| Concord Wealth Partners | 175.7K | $12.5M | −$572.7K | Cut−$613.4K |
| Private Wealth Management Group, LLC | 175.5K | $12.4M | −$572.1K | Cut−$1.24M |
| Wealthspire Advisors, LLC | 175.4K | $12.4M | −$571K | Cut−$552.2K |
| American Investment Services, Inc. | 173.4K | $12.3M | −$527.6K | Added$292.1K |
| SUTTON PLACE INVESTORS LLC | 171.5K | $12.2M | −$553.2K | Cut−$419.3K |
| Indivisible Partners | 170.6K | $12.1M | −$497.5K | Added$774.9K |
| AWM CAPITAL, LLC | 166.5K | $11.8M | −$542.7K | Cut−$923.3K |
| Cornerstone Financial Group, LLC /NE/ | 149K | $11.7M | $641.8K | Added$651K |
| Alpha Financial Advisors, LLC | 162.7K | $11.5M | −$530.5K | Cut−$1.09M |
| Warwick Investment Management, Inc. | 158.9K | $11.3M | −$517.9K | Cut−$7.67M |
| Physician Wealth Solutions Inc. | 157.7K | $11.2M | −$514.1K | Cut−$514.1K |
| Rehmann Capital Advisory Group | 156.7K | $11.1M | −$510.8K | Cut−$597.9K |
| FCG Investment Co | 154.6K | $11M | — | Held |
| Embree Financial Group | 153.9K | $10.9M | −$500.7K | Cut−$479.1K |
| Envision Financial Planning, LLC | 153.8K | $10.9M | −$497.1K | Cut−$402.2K |
| CFS Investment Advisory Services, LLC | 140.5K | $10.9M | $411.7K | Added$1.45M |
| Hughes Financial Services, LLC | 150.5K | $10.7M | −$490.5K | Cut−$532.9K |
| Cedar Point Capital Partners, LLC | 147K | $10.4M | −$463.9K | Cut−$130.2K |
| Savvy Advisors, Inc. | 147K | $10.4M | −$309.3K | Added$3.39M |
| BostonPremier Wealth LLC | 146.2K | $10.4M | −$458.3K | Cut−$58.9K |
| RF&L WEALTH MANAGEMENT, LLC | 145.8K | $10.3M | −$475.5K | Cut−$507.1K |
| Atlantic Union Bankshares Corp | 143.4K | $10.2M | −$446.7K | Added$8.77K |
| Tillman Hartley LLC | 141.5K | $10M | −$461.3K | Cut−$488.6K |
| Private Advisor Group, LLC | 141.4K | $10M | −$461K | Cut−$1.31M |
| Fund Evaluation Group, LLC | 140.8K | $9.98M | −$459K | Cut−$459K |
| Sowell Financial Services LLC | 139.6K | $9.9M | −$454.9K | Cut−$526.6K |
| HARBOUR INVESTMENTS, INC. | 134.2K | $9.52M | −$90.9K | Added$7.45M |
| Team Hewins, LLC | 134.1K | $9.51M | −$94.2K | Added$7.37M |
| Herold Advisors, Inc. | 132.1K | $9.37M | −$377.8K | Added$771.9K |
| Topsail Wealth Management, LLC | 126.2K | $8.95M | −$332.4K | Added$1.39M |
| GREENWOOD CAPITAL ASSOCIATES LLC | 123.9K | $8.79M | −$397.7K | Cut−$262.1K |
| VSM Wealth Advisory, LLC | 123.4K | $8.75M | −$379K | Cut−$90.5K |
| Seneschal Advisors, LLC | 122.5K | $8.69M | −$393.6K | Cut−$266.8K |
| Richard Young Associates, Ltd. | 122K | $8.65M | −$397.7K | Cut−$428.6K |
| LVZ, Inc. | 117.2K | $8.31M | −$332.1K | Added$753.3K |
| Financial Engines Advisors L.L.C. | 116.7K | $8.28M | −$380.5K | Cut−$648.6K |
| BAYSHORE ASSET MANAGEMENT, LLC | 116.4K | $8.25M | −$358K | Added$106.6K |
| Yardley Wealth Management LLC | 115.4K | $8.18M | −$356K | Added$86.7K |
| XY Planning Network, Inc. | 113.1K | $8.08M | −$287.6K | Added$210.1K |
| FMB WEALTH MANAGEMENT | 113.5K | $8.04M | −$366.5K | Cut−$294.3K |
| JDH Wealth Management, LLC | 112.8K | $8M | −$367.6K | Cut−$425K |
| Altiora Financial Group, LLC | 111.6K | $7.91M | −$363.7K | Cut−$363.7K |
| Robertson Stephens Wealth Management, LLC | 110.7K | $7.85M | −$360.9K | Cut−$375.7K |
| SeaBridge Investment Advisors LLC | 110.3K | $7.82M | −$359.6K | Cut−$385.3K |
| Capstone Wealth Management, Inc. | 108.5K | $7.78M | −$274.5K | Cut−$443.4K |
| Lauterbach Financial Advisors, LLC | 107.3K | $7.61M | −$347.4K | Cut−$297.2K |
| Kondo Wealth Advisors, Inc. | 107.1K | $7.6M | −$352.2K | Cut−$358.1K |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 105.5K | $7.48M | −$344.9K | Cut−$1.19M |
| Quantum Financial Advisors, LLC | 104.9K | $7.44M | −$341.8K | Cut−$341.8K |
| CPA Asset Management Group, LLC | 104.4K | $7.4M | −$340.4K | Cut−$765.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 104.1K | $7.38M | −$330.1K | Cut−$131.1K |
| SEMITAM BONAM LLC | 102.5K | $7.27M | −$326.6K | Cut−$164.1K |
| Ridgeline Wealth, LLC | 100.3K | $7.11M | −$298.1K | Added$332.5K |
| Burk Holdings LLC | 99.8K | $7.08M | −$296.7K | Added$328.7K |
| Arista Wealth Management, LLC | 99.5K | $7.05M | −$77.7K | Added$5.28M |
| Tortoise Investment Management, LLC | 97.3K | $6.9M | −$296K | Added$160.6K |
| EnRich Financial Partners LLC | 96.9K | $6.87M | −$315.9K | Cut−$328.6K |
| CVA Family Office, LLC | 93.2K | $6.61M | −$262.4K | Added$638.9K |
| EverSource Wealth Advisors, LLC | 93.1K | $6.6M | −$291.4K | Cut−$27K |
| Gradient Investments LLC | 92.8K | $6.58M | −$284.5K | Added$110K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 92.3K | $6.55M | −$301K | Cut−$505.8K |
| Aurelius Family Office LLC | 91.4K | $6.48M | −$366.6K | Cut−$617.6K |
| Pathstone Holdings, LLC | 89.4K | $6.34M | −$291K | Cut−$280.8K |
| Fidelity | 88.2K | $6.25M | −$273.9K | Added$19.4K |
| Gemmer Asset Management LLC | 88.1K | $6.25M | −$280.6K | Cut−$136.5K |
| Bridgewater Advisors Inc. | 76.8K | $6.2M | $449.9K | Added$447.4K |
| Innovative Wealth Building LLC | 87K | $6.17M | −$283.8K | Cut−$310.7K |
| RFG Advisory, LLC | 86.4K | $6.13M | −$281.6K | Cut−$505.2K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 76.9K | $5.96M | — | New |
| Elm Partners Management LLC | 85K | $5.86M | −$373K | Added$619.7K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 82.4K | $5.84M | −$264.7K | Cut−$221.8K |
| Symmetry Partners, LLC | 81.5K | $5.78M | −$265.7K | Cut−$716.1K |
| Clearstead Advisors, LLC | 78.5K | $5.56M | −$255.7K | Cut−$287.3K |
| DOPKINS WEALTH MANAGEMENT, LLC | 77.5K | $5.49M | −$252.6K | Cut−$386.8K |
| Vantage Point Financial LLC | 77.3K | $5.48M | −$252K | Cut−$538.4K |
| Oakmont Advisory Group, LLC | 75.7K | $5.36M | −$160.1K | Added$1.72M |
| SNS Financial Group, LLC | 75K | $5.32M | −$244.6K | Cut−$265.3K |
| VIRTUE ASSET MANAGEMENT LLC | 73.8K | $5.24M | −$240.7K | Cut−$240.7K |
| CLG LLC | 73.3K | $5.19M | −$221.9K | Added$145.4K |
| Independent Wealth Network Inc. | 73.2K | $5.19M | −$223.4K | Added$107.3K |
| GK Wealth Management LLC | 75.3K | $5.19M | — | New |
| DWR WEALTH MANAGEMENT, LLC | 75.3K | $5.19M | −$222.6K | Added$2.34M |
| Oak Wealth Advisors LLC | 73.1K | $5.18M | −$238.4K | Cut−$241.8K |
| Avant Financial Advisors LLC | 70K | $4.96M | −$226.3K | Cut−$186.8K |
| Waverly Advisors, LLC | 69.8K | $4.95M | −$227.4K | Cut−$225.6K |
| EXENCIAL WEALTH ADVISORS, LLC | 69.5K | $4.93M | −$226.7K | Cut−$561.7K |
| Nova R Wealth, Inc. | 69K | $4.89M | −$84.6K | Added$2.97M |
| CLUNE & ASSOCIATES, LTD. | 68.9K | $4.88M | −$206K | Added$197.5K |
| Frankly Finances, LLC | 67.4K | $4.78M | −$219.8K | Cut−$219.8K |
| Ariadne Wealth Management, LP | 67.4K | $4.78M | −$223.8K | Cut−$300.5K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 67.4K | $4.78M | −$218.2K | Cut−$186.9K |
| Advisory Services Network, LLC | 66.1K | $4.69M | −$209.6K | Cut−$82.4K |
| VESTIA PERSONAL WEALTH ADVISORS | 65.8K | $4.66M | −$259.9K | Cut−$258.7K |
| Capital Investment Management, Inc. | 65.3K | $4.63M | −$197.5K | Added$138.9K |
| Hardy Reed LLC | 64K | $4.54M | −$208.7K | Cut−$208.7K |
| CPC Advisors, LLC | 63.8K | $4.52M | −$207.8K | Cut−$206.3K |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 62.4K | $4.42M | −$154.8K | Added$900.4K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 60.9K | $4.32M | −$185.8K | Added$92.4K |
| BROWN ADVISORY INC | 60K | $4.26M | −$190.3K | Cut−$73.3K |
| Integrated Wealth Concepts LLC | 59.7K | $4.24M | −$172.4K | Added$313K |
| CWA Asset Management Group, LLC | 58.8K | $4.17M | −$191.6K | Cut−$237.7K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 58.3K | $4.13M | −$190K | Cut−$334.5K |
| HTG Investment Advisors, Inc. | 57.9K | $4.11M | −$188.8K | Cut−$188.8K |
| Sand Hill Global Advisors, LLC | 57.1K | $4.05M | −$186.3K | Cut−$209.6K |
| Werba Rubin Papier Wealth Management | 57.1K | $4.05M | −$186.3K | Cut−$277.5K |
| MPWM ADVISORY SOLUTIONS, LLC | 55.6K | $3.94M | −$181.3K | Cut−$252K |
| Clarity Capital Advisors, LLC | 55.6K | $3.94M | −$180.9K | Cut−$175.3K |
| Arax Advisory Partners | 54.6K | $3.92M | −$135.6K | Cut−$22.6M |
Who left
- McMill Wealth Management$20.2M
- AXXCESS WEALTH MANAGEMENT, LLC$14.4M
- Diversify Advisory Services, LLC$4.64M
- Black Diamond Financial, LLC$4.42M
- TIAA TRUST, NATIONAL ASSOCIATION$2.16M
- Renaissance Technologies$1.51M
- FIRST AMERICAN TRUST, FSB$710.5K
- OLD MISSION CAPITAL LLC$607.7K
- Wilian Securities, LLC$594.9K
- TFB Advisors LLC$390K
- INTEGRITY ALLIANCE, LLC.$384K
- BURNEY CO/$379.5K
- Focused Wealth Management, Inc$373.3K
- TBH Global Asset Management, LLC$360.6K
- JANE STREET GROUP, LLC$341.5K
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.