Stock
Reported value
$10.3B
Holders
872
+56 new · −30 exited
Holders’ est. mark
$193.2M
Price effect on 246 books still in the name
Largest holder
$1.87B
Creative Planning
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $11.7M
- Renaissance Technologies0.0% · $882K
- Fidelity0.0% · $1.19M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Creative Planning | 26.2M | $1.87B | $36.3M | Added$135.5M |
| NORTHERN TRUST CORP | 9.19M | $653.9M | $11.8M | Added$89.4M |
| BANK OF AMERICA CORP /DE/ | 6.62M | $470.8M | $9.66M | Added$8.76M |
| Index Fund Advisors, Inc. | 5.9M | $419.7M | $8.53M | Added$12.5M |
| Focus Partners Wealth | 3.45M | $249.9M | $9.69M | Added$4.84M |
| Pure Financial Advisors, LLC | 3.2M | $227.5M | $4.53M | Added$11.2M |
| TCI Wealth Advisors, Inc. | 2.6M | $184.6M | $3.73M | Added$6.52M |
| ENVESTNET ASSET MANAGEMENT INC | 1.72M | $122.5M | $2.27M | Added$14.4M |
| Root Financial Partners, LLC | 1.59M | $112.8M | $1.98M | Added$18.4M |
| Midwest Trust Co | 1.38M | $97.9M | $2.01M | Added$1.43M |
| MERCER GLOBAL ADVISORS INC /ADV | 1.36M | $96.6M | $1.63M | Added$18.7M |
| Plancorp, LLC | 1.27M | $94.2M | $5.68M | Added$3.15M |
| Vise Technologies, Inc. | 1.26M | $87.6M | $0 | Held |
| ROYAL BANK OF CANADA | 1.22M | $87.1M | $1.7M | Added$5.78M |
| BANK OF MONTREAL /CAN/ | 1.21M | $86.2M | $1.49M | Added$15.1M |
| Evanson Asset Management, LLC | 1.21M | $86.1M | $1.7M | Added$5.16M |
| Premier Financial Group | 1.18M | $85.3M | $2.47M | Added$2.44M |
| Washington Trust Bank | 1.14M | $81.2M | $1.67M | Added$708.4K |
| Great Waters Wealth Management | 1.1M | $78M | $1.53M | Added$4.87M |
| Savant Capital, LLC | 1.09M | $77.7M | $1.6M | Cut−$5.12M |
| First Command Advisory Services, Inc. | 1.09M | $77.7M | $1.59M | Cut−$1.05M |
| Confluence Wealth Services, Inc. | 1.04M | $74.2M | $1.47M | Added$4.1M |
| RAYMOND JAMES FINANCIAL INC | 1.03M | $73.1M | $1.33M | Added$9.5M |
| UBS Group AG | 1.01M | $72.1M | $1.34M | Added$8.09M |
| HighTower Advisors, LLC | 996.3K | $70.9M | $1.45M | Added$1.25M |
| Moisand Fitzgerald Tamayo, LLC | 970.4K | $69M | $1.41M | Added$1.68M |
| Sageworth Trust Co | 967.8K | $68.8M | $1.41M | Added$1.38M |
| Focus Partners Advisor Solutions, LLC | 940K | $66.7M | $1.1M | Added$8.23M |
| LPL Financial LLC | 894.7K | $63.6M | $1.3M | Added$1.7M |
| Pathstone Holdings, LLC | 854.6K | $60.8M | $843.2K | Added$20.6M |
| BROWN ADVISORY INC | 790.1K | $56.2M | $1.05M | Added$6.11M |
| DAVENPORT & Co LLC | 754.7K | $53.7M | $923K | Added$9.63M |
| Wealth Management Nebraska | 750.4K | $53.4M | $1.03M | Added$4.31M |
| Bleakley Financial Group, LLC | 750.2K | $53.4M | $903.1K | Added$10.3M |
| Chicago Partners Investment Group LLC | 681.4K | $52.5M | $1.68M | Added$2.75M |
| DiNuzzo Private Wealth, Inc. | 735.5K | $52.3M | $1.07M | Added$1.08M |
| MassMutual Private Wealth & Trust, FSB | 735.4K | $52.3M | $1.07M | Cut−$671.5K |
| Stordahl Capital Management, Inc. | 711.9K | $50.6M | $1.04M | Added$376.8K |
| EP Wealth Advisors, LLC | 677.2K | $48.2M | $451.6K | Added$26.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | 672.9K | $47.9M | $955K | Added$2.29M |
| Mariner, LLC | 646.3K | $46M | $943.5K | Cut−$1.16M |
| Cetera Investment Advisers | 640.1K | $45.5M | $877K | Added$3.68M |
| Three Arch Wealth Management LLC | 630.1K | $44.8M | $919.9K | Added$165.7K |
| Corient Private Wealth LLC | 594.7K | $42.3M | $856.5K | Added$31.5K |
| TRUIST FINANCIAL CORP | 591.8K | $42.1M | $687.2K | Added$9.3M |
| Cerity Partners LLC | 568.9K | $40.5M | $799.6K | Added$2.32M |
| DIXON FNANCIAL SERVICES, INC. | 557.5K | $39.7M | $813.9K | Added$527.4K |
| Elser Financial Planning, Inc | 555.7K | $39.4M | $23.8K | Added$38M |
| SAX WEALTH ADVISORS, LLC | 547.7K | $38.2M | −$0 | Cut−$54.1K |
| Beaird Harris Wealth Management, LLC | 529.5K | $37.7M | $773.1K | Cut−$1.01M |
| Modera Wealth Management, LLC | 507.2K | $36.1M | $740.6K | Cut−$24.7K |
| KWMG, LLC | 494.7K | $35.2M | $704.6K | Added$1.56M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 491.2K | $34.9M | $717.1K | Cut−$5.96M |
| Hurlow Wealth Management Group, Inc. | 480.2K | $34.2M | $655.2K | Added$2.89M |
| Austin Asset Management Co Inc | 462.7K | $32.9M | $675.5K | Cut−$36.7K |
| Richard Young Associates, Ltd. | 460.4K | $32.8M | $665.5K | Added$995.5K |
| OSAIC HOLDINGS, INC. | 452.5K | $32.2M | $617.4K | Added$2.72M |
| Heritage Investment Group, Inc. | 441K | $31.4M | $643.8K | Added$497.9K |
| Heritage Wealth Management, Inc./Texas | 434.3K | $30.9M | $623.3K | Added$1.13M |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 434.2K | $30.9M | $634K | Cut−$1.53M |
| Sequoia Financial Advisors, LLC | 429.8K | $30.6M | $627.5K | Cut−$975K |
| ACORN CREEK CAPITAL LLC | 427.7K | $30.4M | $620.6K | Added$809.7K |
| DecisionPoint Financial, LLC | 423.6K | $30.1M | $606.8K | Added$1.17M |
| FINANCIAL CONSULATE, INC | 422.6K | $30.1M | $617K | Added$484.1K |
| FIFTH THIRD BANCORP | 391.6K | $27.9M | $1.56K | Added$27.8M |
| Tanager Wealth Management LLP | 389.3K | $27.7M | $568.4K | Cut−$792.4K |
| Farther Finance Advisors, LLC | 381.5K | $27.3M | $591.9K | Added$4.99M |
| Apella Capital, LLC | 351.5K | $27.1M | $541.3K | Added$21.9M |
| CAPTRUST FINANCIAL ADVISORS | 362.1K | $25.8M | $519.7K | Added$958.5K |
| CHOREO, LLC | 359.8K | $25.6M | $254.6K | Added$334.8K |
| Beacon Pointe Advisors, LLC | 359.2K | $25.6M | $481.1K | Added$2.6M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 352.8K | $25.1M | $514.6K | Added$534.4K |
| Disciplined Equity Management, Inc. | 349.6K | $24.9M | $510.4K | Added$464K |
| Your Advocates Ltd., LLP | 346.8K | $24.7M | $481.5K | Added$1.69M |
| Guardian Wealth Management, LLC | 340.5K | $24.2M | $494.2K | Added$641K |
| Tillman Hartley LLC | 336.2K | $23.9M | $479.9K | Added$1.01M |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 311.2K | $23.1M | $488.8K | Added$1.05M |
| Foster Group, Inc. | 323.9K | $23M | $472.8K | Cut−$107K |
| PCA Investment Advisory Services Inc. | 318.4K | $22.6M | $422.2K | Added$2.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 317.3K | $22.6M | $463.3K | Added$20.4K |
| BUILDER INVESTMENT GROUP INC /ADV | 315.6K | $22.4M | $460.8K | Added$237.5K |
| Tilson Financial Group, Inc. | 308.9K | $22M | $443.3K | Added$814.6K |
| JONES FINANCIAL COMPANIES LLLP | 308.3K | $21.6M | $67.3K | Added$6.13M |
| Planning Center, Inc. | 300.5K | $21.4M | $438.7K | Cut−$444.7K |
| WELLS FARGO & COMPANY/MN | 299.5K | $21.3M | $387.3K | Added$2.82M |
| Advisory Alpha, LLC | 296.8K | $21.1M | $386.9K | Added$2.65M |
| Forum Private Client Group LLC | 295.5K | $21M | $424.5K | Added$908.7K |
| PINNEY & SCOFIELD, INC. | 292.4K | $20.8M | $421K | Added$707.5K |
| MISSION WEALTH MANAGEMENT, LP | 292.3K | $20.8M | $426.8K | Added$95.5K |
| Pillar Financial Advisors, LLC | 289.8K | $20.6M | $416.6K | Added$735.8K |
| Parkwoods Wealth Partners, LLC | 288.9K | $20.5M | $391.1K | Added$1.89M |
| MASECO LLP | 287.6K | $20.5M | $404.1K | Cut−$353.6K |
| HILL ISLAND FINANCIAL LLC | 284.7K | $20.2M | $409.1K | Added$725.5K |
| McNamara Financial Services, Inc. | 283.5K | $20.2M | $413.9K | Added$236.7K |
| Financial Synergies Wealth Advisors, Inc. | 283.4K | $20.2M | $411.1K | Added$539K |
| Allodium Investment Consultants, LLC | 277.8K | $19.8M | $393.5K | Added$979.9K |
| Tassel Capital Management, Inc. | 271.3K | $19.3M | $388.2K | Added$773.1K |
| MONOGRAPH WEALTH ADVISORS, LLC | 269.8K | $19.2M | $384.5K | Added$840.9K |
| WPWealth LLP | 261K | $18.6M | $354.4K | Added$1.65M |
| AdvisorNet Financial, Inc | 258.3K | $18.4M | $377.1K | Cut−$1.49M |
| STIFEL FINANCIAL CORP | 258.2K | $18.4M | $340.7K | Added$2.09M |
| Forvis Mazars Wealth Advisors, LLC | 257.7K | $18.3M | $376.1K | Cut−$719.6K |
| McLean Asset Management Corp | 257.6K | $18.3M | −$723.7K | Cut−$1.14M |
| EnRich Financial Partners LLC | 256.6K | $18.3M | $371K | Added$550.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 302.8K | $18M | −$4.01M | Cut−$10.8M |
| LRI Investments, LLC | 252.2K | $17.9M | $360.7K | Added$728.3K |
| Lutz Financial Services LLC | 238.8K | $17M | $346.3K | Added$461.6K |
| CLUNE & ASSOCIATES, LTD. | 238.2K | $16.9M | $347.7K | Cut−$780.4K |
| OneDigital Investment Advisors LLC | 236.4K | $16.8M | $335.1K | Added$822.2K |
| New Hampshire Trust | 233.9K | $16.6M | $341.5K | Added$102.9K |
| JPMORGAN CHASE & CO | 239.1K | $16.5M | −$104K | Added$1.44M |
| Allworth Financial LP | 230.5K | $16.4M | $241.4K | Added$4.88M |
| G2 CAPITAL MANAGEMENT, LLC / OH | 230.1K | $16.4M | $332.2K | Added$514.1K |
| HARBOUR INVESTMENTS, INC. | 224.7K | $16M | $236.7K | Added$4.69M |
| SENTINEL WEALTH MANAGEMENT, INC. | 222.3K | $15.8M | $322.9K | Added$403.7K |
| McGlone Suttner Wealth Management, Inc. | 219.2K | $15.6M | $305.5K | Added$1.01M |
| True Link Financial Advisors, LLC | 218.7K | $15.6M | $304.5K | Added$1.02M |
| Aspen Capital Management, LLC | 216.3K | $15.4M | $315.8K | Added$2.38K |
| West Financial Advisors, LLC | 213.4K | $15.2M | $309.6K | Added$406.2K |
| Financial Engines Advisors L.L.C. | 208.5K | $14.8M | $292.4K | Added$878K |
| Dynamic Advisor Solutions LLC | 205.7K | $14.6M | $296.5K | Added$480.7K |
| BlackRock, Inc. | 204.1K | $14.5M | $127.3K | Added$8.45M |
| Bridgewater Advisors Inc. | 185.3K | $14.2M | $213.4K | Added$897.7K |
| Midwest Heritage Bank, FSB | 197.8K | $14.1M | $275.3K | Added$937.7K |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 189.2K | $13.5M | $252.7K | Added$1.4M |
| AIRE ADVISORS, LLC | 188.2K | $13.4M | $269.6K | Added$526K |
| Conservest Capital Advisors, Inc. | 186.7K | $13.3M | $234.4K | Added$2.09M |
| B&D White Capital Company, LLC | 186.3K | $13.3M | $228.3K | Added$2.36M |
| Sterling Wealth Management, Inc. | 185.4K | $13.2M | $266.7K | Added$459.6K |
| Wescott Financial Advisory Group, LLC | 185.1K | $13.2M | $270.3K | Added$178.1K |
| CONNABLE OFFICE INC | 183.1K | $13M | — | New |
| Syverson Strege & Co | 180.7K | $12.9M | $256.8K | Added$602.5K |
| Trinity Financial Advisors LLC | 179.5K | $12.8M | $253.6K | Added$663.4K |
| American Investment Services, Inc. | 179.3K | $12.8M | $261.8K | Added$74K |
| Pacific Sage Partners, LLC | 177.6K | $12.6M | $254.6K | Added$479K |
| Burk Holdings LLC | 177.2K | $12.6M | $244.9K | Added$914.2K |
| First Bancorp, Inc /ME/ | 177.1K | $12.6M | — | New |
| Modern Wealth Management, LLC | 175.3K | $12.5M | $324.2K | Added$331.2K |
| Summit Wealth Group, LLC | 173.6K | $12.4M | $245.5K | Added$639K |
| One Capital Management, LLC | 173.6K | $12.3M | $233.5K | Added$1.21M |
| JGP Wealth Management, LLC | 171.5K | $12.2M | $227.9K | Added$1.33M |
| Spinnaker Investment Group, LLC | 170.4K | $12.1M | $248.7K | Cut−$656K |
| Invst, LLC | 167.8K | $11.9M | $245K | Cut−$111.3K |
| Mendota Financial Group, LLC | 166.9K | $11.9M | $242.3K | Added$311K |
| MML INVESTORS SERVICES, LLC | 164.6K | $11.7M | $218.4K | Added$1.28M |
| Smartleaf Asset Management LLC | 169K | $11.7M | −$207.9K | Cut−$422.5K |
| Icahn Capital | 164K | $11.7M | $129.9K | Added$5.46M |
| Pioneer Wealth Management Group | 161.5K | $11.5M | $219.2K | Added$1.03M |
| FIRST NATIONAL BANK SIOUX FALLS | 144.8K | $10.9M | $783K | Added$1.54M |
| MORGAN STANLEY | 152.5K | $10.8M | $222.6K | Cut−$192.2K |
| Clearstead Advisors, LLC | 151.2K | $10.8M | $53.2K | Added$8.21M |
| MAI Capital Management | 151.1K | $10.8M | $216.1K | Added$440.7K |
| WEBSTER BANK, N. A. | 150.9K | $10.7M | $197.1K | Added$1.33M |
| WorthPointe, LLC | 149.8K | $10.7M | $218.7K | Cut−$122.2K |
| Wealth Management Partners, LLC | 148.2K | $10.5M | $201.5K | Added$922.1K |
| DRAVO BAY LLC | 148K | $10.5M | $207.6K | Added$622.5K |
| Daner Wealth Management, LLC | 136.5K | $10.5M | $62.8K | Cut−$242.1K |
| Baird Financial Group, Inc. | 146.5K | $10.4M | $200.5K | Added$848.9K |
| Forum Financial Management, LP | 145.9K | $10.4M | $213K | Added$26.5K |
| Envision Financial Planning, LLC | 144.6K | $10.3M | $208.9K | Added$319.9K |
| Clear Creek Financial Management, LLC | 142K | $10.1M | $207.3K | Cut−$1.07M |
| Arax Advisory Partners | 140.1K | $9.96M | $204.5K | Cut−$12.8M |
| VeraBank, N.A. | 139.6K | $9.93M | $191.8K | Added$774.2K |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 138.6K | $9.86M | $195.1K | Added$549.1K |
| Gemmer Asset Management LLC | 138.4K | $9.84M | $196.3K | Added$475.1K |
| Spire Wealth Management | 138.3K | $9.84M | $198.3K | Added$373.6K |
| Granite Harbor Advisors, Inc. | 135.6K | $9.65M | $198K | Cut−$107K |
| Efficient Advisors, LLC | 133.6K | $9.5M | $195.1K | Cut−$176.5K |
| CGN Advisors LLC | 133.4K | $9.49M | $194.6K | Cut−$25.7K |
| GEM Asset Management, LLC | 132.8K | $9.45M | −$111.5K | Added$525.3K |
| EARNED WEALTH ADVISORS, LLC | 131.7K | $9.37M | $192.3K | Cut−$102.4K |
| 1900 WEALTH MANAGEMENT LLC | 131.6K | $9.36M | $192.2K | Added$170.6K |
| Ballentine Capital Advisors, Inc | 130.2K | $9.26M | $185.4K | Added$411.7K |
| Waterfront Wealth Inc. | 129.9K | $9.24M | −$430.1K | Cut−$26.1K |
| Broadhurst Jeffrey B | 129.2K | $9.19M | $180.2K | Added$595.8K |
| CWM, LLC | 128.7K | $9.16M | $9.15M | Added$9.14M |
| Kestra Advisory Services, LLC | 127.8K | $9.09M | $177.3K | Added$623.8K |
| TFO Wealth Partners, LLC | 125.4K | $8.92M | $183K | Added$186.8K |
| CarsonAllaria Wealth Management, Ltd. | 124.6K | $8.86M | $181.3K | Added$215K |
| CURIO WEALTH, LLC | 124K | $8.82M | −$12.8K | Added$560.6K |
| Hardy Reed LLC | 123K | $8.75M | $177.3K | Added$287.2K |
| Vermillion Wealth Management, Inc. | 121.6K | $8.65M | $177.6K | Cut−$170.2K |
| KEB ASSET MANAGEMENT, LLC | 118.2K | $8.41M | $172.3K | Added$184.6K |
| Cedar Point Capital Partners, LLC | 116.8K | $8.31M | $169K | Added$241.3K |
| VESTIA PERSONAL WEALTH ADVISORS | 116.6K | $8.29M | −$457.6K | Added$11.1K |
| Cascade Wealth Advisors, Inc | 106K | $8.26M | $403.4K | Added$992.9K |
| ASPIRIANT, LLC | 114.9K | $8.18M | $167.8K | Added$129.6K |
| Discipline Wealth Solutions, LLC | 113.6K | $8.08M | $135.3K | Added$1.62M |
| Pinnacle Financial Group, LLC / IL | 112.9K | $8.03M | $164.8K | Added$139.1K |
| KPP Advisory Services LLC | 112.5K | $8.01M | $156.8K | Added$526.9K |
| Ruedi Wealth Management, Inc. | 109.4K | $7.78M | $151K | Added$576.5K |
| Private Advisor Group, LLC | 109.4K | $7.78M | $157.5K | Added$269.7K |
| Vestmark Advisory Solutions, Inc. | 109.2K | $7.77M | — | New |
| DEMMING FINANCIAL SERVICES CORP /ADV | 109.1K | $7.76M | $160.2K | Added$109.5K |
| Yardley Wealth Management LLC | 108.5K | $7.72M | $158.4K | Added$14.8K |
| CLARIS ADVISORS, LLC / MO / | 105.8K | $7.52M | $154.4K | Added$124.9K |
| CARDIFF PARK ADVISORS, LLC | 105.1K | $7.48M | $153.5K | Cut−$1.22M |
| RFG Advisory, LLC | 104.7K | $7.45M | $152.9K | Cut−$223.2K |
| Aegis Wealth Management LLC | 103.9K | $7.39M | $147.5K | Added$354.1K |
| Larson Financial Group LLC | 103.9K | $7.39M | $151.6K | Cut−$336.5K |
| Ruggaard & Associates LLC | 103.9K | $7.39M | $151.6K | Cut−$29.4K |
| Forza Wealth Management, LLC | 102.7K | $7.31M | $139.8K | Added$636.2K |
| LAM GROUP, INC. | 101.3K | $7.2M | $147.8K | Added$104.1K |
| MBA Advisors LLC | 101.1K | $7.19M | $137.9K | Added$610.4K |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 100.1K | $7.12M | $131.1K | Added$865.1K |
| Platform Technology Partners | 100K | $7.12M | $137.1K | Added$576.4K |
| Kooman & Associates | 99.6K | $7.09M | $143.5K | Added$237.4K |
| JDH Wealth Management, LLC | 99.3K | $7.06M | $144.9K | Added$140.4K |
| Zhang Financial LLC | 97.7K | $6.95M | $129.4K | Added$770.7K |
| Rockefeller Capital Management L.P. | 96.4K | $6.85M | $140.7K | Cut−$726.6K |
| CPA Asset Management Group, LLC | 94.2K | $6.7M | $123.1K | Added$827.8K |
| JMG Financial Group, Ltd. | 94K | $6.68M | $137.2K | Added$97.9K |
| Pinnacle Financial Partners, Inc. | 93.8K | $6.67M | $128.7K | Added$524.2K |
| Parker Financial LLC | 93.2K | $6.61M | $112.4K | Added$306.3K |
| PINKERTON WEALTH, LLC | 93.1K | $6.48M | −$16 | Cut−$196.4K |
| RF&L WEALTH MANAGEMENT, LLC | 91K | $6.47M | $132.8K | Cut−$13.9K |
| KMT WEALTH MANAGEMENT, LLC | 90.5K | $6.43M | $132.1K | Added$132.1K |
| Alpha Financial Advisors, LLC | 90.3K | $6.42M | $131.8K | Cut−$60.6K |
| First National Trust Co | 90K | $6.4M | $131.4K | Cut−$1.71M |
| Cordant, Inc. | 89.7K | $6.38M | $113.2K | Added$978.2K |
| COLLECTIVE FAMILY OFFICE LLC | 87K | $6.19M | $127K | Cut−$288.8K |
| Visionary Wealth Advisors | 84.9K | $6.04M | $124K | Cut−$845.6K |
| SHERMAN PORFOLIOS, LLC | 84.9K | $6.04M | $111.4K | Added$724.1K |
| Sageworth Trust Co of South Dakota | 82.8K | $5.89M | $120.1K | Added$160.6K |
| Seneschal Advisors, LLC | 80.7K | $5.74M | $116.2K | Added$199.6K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 80.5K | $5.73M | $20.3K | Added$4.76M |
| SMI Advisory Services, LLC | 77.9K | $5.62M | −$48.8K | Added$2.91M |
| Tortoise Investment Management, LLC | 78.9K | $5.61M | $114K | Added$173.4K |
| BAYSHORE ASSET MANAGEMENT, LLC | 76.5K | $5.44M | $110.8K | Added$159.8K |
| Physician Wealth Advisors, Inc. | 76K | $5.41M | $109.8K | Added$166.7K |
| First Financial Group Corp | 75.8K | $5.39M | $105K | Added$384.2K |
| Navigate Wealth Management, LLC | 70K | $5.38M | — | Held |
| Birchcreek Wealth Management, LLC | 75.6K | $5.38M | $109.3K | Added$165.4K |
| Hiley Hunt Wealth Management | 74.8K | $5.32M | $104.9K | Added$314.8K |
| Frankly Finances, LLC | 73.9K | $5.26M | $107.5K | Added$124.6K |
| OAK HARBOR WEALTH PARTNERS, LLC | 72.5K | $5.16M | $98.6K | Added$455.6K |
| Well Done, LLC | 72.4K | $5.15M | $89.3K | Added$887.5K |
| Quantinno Capital Management LP | 72.2K | $5.13M | $104.9K | Added$124.8K |
| Atlantic Union Bankshares Corp | 71.3K | $5.07M | $99.3K | Added$336.2K |
| Napier Financial, LLC | 70.7K | $5.03M | $101.8K | Added$172.4K |
| Meridian Wealth Partners, LLC | 70K | $4.98M | $95.9K | Added$400.9K |
| PFG Advisors | 69.6K | $4.95M | $95.8K | Added$379.7K |
| Altiora Financial Group, LLC | 68K | $4.84M | $99.3K | Added$94.1K |
| Florida Trust Wealth Management Co | 66K | $4.69M | $78.5K | Added$946.8K |
| Kondo Wealth Advisors, Inc. | 65.9K | $4.69M | $93.3K | Added$82.7K |
| Bank of New York Mellon Corp | 65.3K | $4.65M | $87.6K | Added$466.9K |
| Envestnet Portfolio Solutions, Inc. | 65.3K | $4.64M | $95.3K | Cut−$89.1K |
| Savvy Advisors, Inc. | 65.2K | $4.64M | $78.5K | Added$885.8K |
| HUB Investment Partners, LLC | 63.6K | $4.53M | $56K | Added$1.85M |
| TME FINANCIAL, INC. | 63.3K | $4.5M | $91.7K | Added$127.5K |
Who left
- AXXCESS WEALTH MANAGEMENT, LLC$9.36M
- TUDOR INVESTMENT CORP ET AL$1.82M
- TIAA TRUST, NATIONAL ASSOCIATION$1.48M
- JOHNSON INVESTMENT COUNSEL INC$1.33M
- Diversify Advisory Services, LLC$1.27M
- SMITH, MOORE & CO.$1.12M
- Summit Trail Advisors, LLC$1.09M
- TWO SIGMA INVESTMENTS, LP$863.9K
- JANE STREET GROUP, LLC$620.9K
- BOYUM WEALTH ARCHITECTS LLC$416.7K
- M&T Bank Corp$339.2K
- Empowered Funds, LLC$301K
- SVB WEALTH LLC$289.3K
- Cambria Investment Management, L.P.$266.2K
- QRG CAPITAL MANAGEMENT, INC.$262.3K
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.