Stock
Reported value
$1.61B
Holders
214
+22 new · −8 exited
Holders’ est. mark
−$27.8M
Price effect on 191 books still in the name
Largest holder
$160.9M
Pure Financial Advisors, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $2.57M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Pure Financial Advisors, LLC | 2.23M | $160.9M | −$3.38M | Added$360.4K |
| Your Advocates Ltd., LLP | 1.06M | $76.6M | −$1.55M | Added$3.11M |
| BRIGHTON JONES LLC | 1.02M | $73.6M | −$1.35M | Added$9.57M |
| LRI Investments, LLC | 989.5K | $71.3M | −$1.12M | Added$18.2M |
| Quantum Financial Advisors, LLC | 831.3K | $59.9M | −$348.5K | Added$43.4M |
| Rather & Kittrell, Inc. | 671.7K | $48.4M | −$953.5K | Added$3.12M |
| Private Advisor Group, LLC | 658.2K | $47.4M | −$923.1K | Added$3.59M |
| Stratos Investment Management, LLC | 640.9K | $46.2M | −$956K | Added$784.1K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 594K | $42.8M | −$805.9K | Added$4.54M |
| MONOGRAPH WEALTH ADVISORS, LLC | 519.1K | $37.4M | −$738.2K | Added$2.35M |
| OneDigital Investment Advisors LLC | 517K | $37.3M | −$748.5K | Added$1.71M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 478.1K | $34.5M | −$717.5K | Added$383.3K |
| SC&H Financial Advisors, Inc. | 423.9K | $30.6M | −$626.6K | Added$788.2K |
| GREAT OAK CAPITAL PARTNERS, LLC | 395K | $29.6M | $326.3K | Added$992K |
| KFG WEALTH MANAGEMENT, LLC | 409.3K | $29.5M | −$526K | Added$4.52M |
| BCO Wealth Management LLC | 398.2K | $28.7M | −$607.9K | Cut−$172.8K |
| Keyes, Stange & Wooten Wealth Management, LLC | 382.4K | $27.6M | −$534.3K | Added$2.18M |
| Sageworth Trust Co | 365.4K | $26.3M | −$532.2K | Added$1.06M |
| Hardy Reed LLC | 350.6K | $25.3M | −$511.2K | Added$992.1K |
| Integrated Wealth Concepts LLC | 340.7K | $24.6M | −$525.6K | Cut−$411.3K |
| Geneos Wealth Management Inc. | 330.3K | $23.8M | −$464.3K | Added$1.75M |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 317.3K | $22.9M | −$455.1K | Added$1.26M |
| Vantage Point Financial LLC | 301.2K | $21.7M | −$460.7K | Cut−$169.2K |
| ENVESTNET ASSET MANAGEMENT INC | 295.4K | $21.3M | −$287.2K | Added$7.65M |
| SageOak Financial, LLC | 270.2K | $19.5M | −$410K | Added$451 |
| Cypress Point Wealth Management, LLC | 253.6K | $18.3M | −$366K | Added$888.9K |
| Mariner, LLC | 237.4K | $17.1M | −$282.6K | Added$3.72M |
| Orion Porfolio Solutions, LLC | 224.2K | $16.2M | −$337.4K | Added$127.9K |
| Altiora Financial Group, LLC | 222.9K | $16.1M | −$321.6K | Added$788.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | 205.5K | $14.8M | −$297.6K | Added$675.3K |
| Hutchens & Kramer Investment Management Group, LLC | 198.3K | $14.3M | −$307.4K | Cut−$412K |
| OSAIC HOLDINGS, INC. | 191.2K | $13.8M | −$297.1K | Cut−$6.02M |
| EverSource Wealth Advisors, LLC | 169.3K | $12.2M | −$261.1K | Cut−$200.4K |
| Heritage Investment Group, Inc. | 168.2K | $12.1M | −$201.8K | Added$2.54M |
| DecisionPoint Financial, LLC | 165.5K | $11.9M | −$178.4K | Added$3.45M |
| Farther Finance Advisors, LLC | 156.4K | $11.3M | −$126.3K | Added$3.04M |
| Morton Capital Management LLC/CA | 154.6K | $11.1M | −$215.9K | Added$885.8K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 151.4K | $10.9M | −$182.6K | Added$2.24M |
| HEFFERNAN ADVISORY, INC | 147.9K | $10.7M | −$212.1K | Added$581K |
| B&D White Capital Company, LLC | 140K | $10.1M | −$217.1K | Cut−$952K |
| Essential Planning, LLC. | 136.3K | $9.83M | −$157.4K | Added$2.35M |
| Truepoint, Inc. | 123.4K | $8.89M | −$172.7K | Added$686.1K |
| Aspen Capital Management, LLC | 117.8K | $8.49M | −$163.1K | Added$748.3K |
| ABLE Financial Group, LLC | 114.1K | $8.23M | −$176.9K | Cut−$643.8K |
| Prospect Financial Group LLC | 113.4K | $8.18M | −$175.9K | Cut−$273.6K |
| Smartleaf Asset Management LLC | 115.9K | $8.14M | −$461.9K | Cut−$426.1K |
| CPA Asset Management Group, LLC | 110.7K | $7.98M | −$45.3K | Added$5.82M |
| XY Planning Network, Inc. | 106.2K | $7.7M | −$107.6K | Added$629.1K |
| HB Wealth Management, LLC | 102.7K | $7.4M | −$158.5K | Cut−$126.7K |
| Elser Financial Planning, Inc | 102.8K | $7.4M | — | New |
| BDFS Capital LLC | 102.5K | $7.39M | −$149.8K | Added$275.6K |
| Archford Capital Strategies, LLC | 97.8K | $7.05M | −$151.6K | Cut−$864.4K |
| Sageworth Trust Co of South Dakota | 96.3K | $6.94M | −$148.7K | Cut−$121.1K |
| Keating Financial Advisory Services, Inc. | 90.3K | $6.51M | −$115.4K | Added$1.03M |
| Integras Partners LLC | 90.1K | $6.49M | — | New |
| Plancorp, LLC | 86K | $6.46M | $122.2K | Added$122.2K |
| WorthPointe, LLC | 88K | $6.34M | −$133.9K | Cut−$19.7K |
| Kestra Advisory Services, LLC | 84.2K | $6.07M | −$104.8K | Added$1.09M |
| BIP Wealth, LLC | 76.7K | $5.53M | −$94.4K | Added$1.05M |
| Capital Investment Advisory Services, LLC | 76.7K | $5.53M | −$118.9K | Cut−$444.8K |
| ENTREWEALTH, LLC | 75.4K | $5.44M | −$331.9K | Cut−$331.9K |
| Cerity Partners LLC | 71.6K | $5.16M | −$109.4K | Cut−$41.3K |
| RAYMOND JAMES FINANCIAL INC | 71.2K | $5.13M | −$93K | Added$716.6K |
| LPL Financial LLC | 69.7K | $5.03M | −$80.9K | Added$1.18M |
| TCI Wealth Advisors, Inc. | 69.6K | $5.02M | −$97.7K | Added$378.7K |
| Asset One Wealth Management LLC | 64.5K | $5.01M | — | New |
| Cyndeo Wealth Partners, LLC | 67.2K | $4.84M | −$100.5K | Added$64.9K |
| Wealthspire Advisors, LLC | 66.4K | $4.78M | −$102.9K | Cut−$103K |
| Amicus Financial Advisors, LLC | 65.4K | $4.71M | −$74.4K | Added$1.18M |
| Eldridge Investment Advisors, Inc. | 64.4K | $4.64M | −$98.1K | Cut−$20.3K |
| Allworth Financial LP | 62.1K | $4.48M | −$96.3K | Cut−$128.2K |
| Focus Partners Wealth | 59.7K | $4.3M | −$67.1K | Added$1.11M |
| Investment Advisory Group, LLC | 58.9K | $4.25M | −$80.3K | Added$436.2K |
| Alpha Financial Advisors, LLC | 57.4K | $4.14M | −$88.9K | Cut−$88.9K |
| Wealth Advisors Northwest LLC | 55.9K | $4.03M | −$79.7K | Added$246.6K |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 50.8K | $3.66M | −$38K | Added$1.86M |
| Strathmore Capital Advisors, Inc. | 46K | $3.6M | $171.8K | Added$903.6K |
| Burton Enright Welch | 49.6K | $3.58M | −$69.9K | Added$254K |
| GeoWealth Management, LLC | 47K | $3.39M | −$63.3K | Added$379K |
| FMB WEALTH MANAGEMENT | 46.7K | $3.36M | −$68.9K | Added$88.6K |
| CreativeOne Wealth, LLC | 46.6K | $3.36M | −$67.2K | Added$166.4K |
| TRUIST FINANCIAL CORP | 46.2K | $3.33M | −$68.3K | Added$87.3K |
| Beacon Pointe Advisors, LLC | 41.7K | $3.01M | −$61.4K | Added$90.4K |
| Selective Wealth Management, Inc. | 38.2K | $2.97M | $13.6K | Added$2.53M |
| GOULD ASSET MANAGEMENT LLC /CA/ | 38.4K | $2.77M | −$50.9K | Added$355.4K |
| Icahn Capital | 35.7K | $2.57M | −$36.6K | Added$832.3K |
| SAX WEALTH ADVISORS, LLC | 34.1K | $2.51M | $0 | Held |
| Modera Wealth Management, LLC | 34K | $2.45M | −$52.7K | Cut−$52.7K |
| Triad Wealth Partners, LLC | 33.1K | $2.38M | −$45.4K | Added$224.1K |
| Mesirow Financial Investment Management, Inc. | 32.9K | $2.37M | −$14.5K | Added$1.68M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 32.1K | $2.31M | −$48.2K | Added$23.5K |
| Note Advisors, LLC | 30.3K | $2.18M | −$78.4K | Added$201.6K |
| Ashton Thomas Private Wealth, LLC | 30.2K | $2.18M | −$46.3K | Cut−$24.3K |
| Prospera Financial Services Inc | 29.7K | $2.14M | −$24.9K | Added$962.2K |
| MISSION WEALTH MANAGEMENT, LP | 27.1K | $1.96M | −$5.26K | Added$1.71M |
| MERCER GLOBAL ADVISORS INC /ADV | 24.5K | $1.77M | — | New |
| GRAND WEALTH MANAGEMENT, LLC | 24.3K | $1.75M | −$37.7K | Cut−$78.1K |
| Goodman Financial Corp | 23.5K | $1.69M | −$36.4K | Cut−$36.4K |
| Glass Jacobson Investment Advisors llc | 23.3K | $1.68M | −$31.6K | Added$176.5K |
| BluePrint Investing LLC | 23K | $1.66M | −$34.8K | Added$2.8K |
| marrick wealth, LLC | 22.7K | $1.64M | −$31.5K | Added$141.6K |
| Onyx Financial Advisors, LLC | 21.2K | $1.53M | −$31.9K | Added$12.5K |
| Capstone Wealth Management, Inc. | 20.5K | $1.49M | −$23.1K | Added$4.14K |
| WPWealth LLP | 19.4K | $1.4M | −$30.1K | Cut−$36K |
| VESTIA PERSONAL WEALTH ADVISORS | 19K | $1.37M | −$33.2K | Added$529.4K |
| NORTHERN TRUST CORP | 18.7K | $1.35M | −$6.51K | Added$1.04M |
| KEYBANK NATIONAL ASSOCIATION/OH | 17.8K | $1.28M | −$27.6K | Cut−$400.1K |
| Simplicity Wealth,LLC | 17.6K | $1.27M | −$6.74K | Added$951.1K |
| Werba Rubin Papier Wealth Management | 17.5K | $1.26M | −$27K | Cut−$18K |
| Signal Advisors Wealth, LLC | 17.3K | $1.25M | −$19.8K | Added$311.2K |
| Apella Capital, LLC | 15.3K | $1.19M | $67.8K | Added$30.8K |
| Krilogy Financial LLC | 15.1K | $1.16M | $22.1K | Cut−$10.1K |
| Sigma Planning Corp | 16.1K | $1.16M | −$17.8K | Added$315.5K |
| Savvy Advisors, Inc. | 15.9K | $1.15M | −$14.3K | Added$464.9K |
| CALTON & ASSOCIATES, INC. | 15.8K | $1.14M | −$12.8K | Added$532.4K |
| Financial Symmetry Inc | 14.1K | $1.11M | $49.9K | Added$399.6K |
| Evanson Asset Management, LLC | 14.5K | $1.05M | −$18.9K | Added$148.3K |
| Merit Financial Group, LLC | 14.5K | $1.05M | −$19.7K | Added$112.9K |
| SCRATCH CAPITAL LLC | 14.2K | $1.03M | −$21.2K | Added$21.2K |
| JPMORGAN CHASE & CO | 14.5K | $1.02M | −$24.2K | Added$501.8K |
| Financial Engines Advisors L.L.C. | 14.1K | $1.02M | −$21.8K | Cut−$387.2K |
| Freedom Investment Management, Inc. | 13.9K | $1M | −$21.5K | Cut−$36.9K |
| SUMMIT WEALTH GROUP LLC / CO | 13.7K | $990.7K | −$21.3K | Cut−$21.3K |
| FIRETHORN WEALTH PARTNERS, LLC | 12.4K | $890.3K | −$19.1K | Cut−$71.5K |
| SILVER OAK SECURITIES, INCORPORATED | 11.7K | $842.9K | −$24.6K | Cut−$37.5K |
| FIDUCIARY FINANCIAL GROUP, LLC | 11.2K | $808.3K | −$16.7K | Added$16K |
| CWM, LLC | 10.7K | $773.4K | $772.1K | Added$772.6K |
| Perigon Wealth Management, LLC | 10.7K | $767.7K | −$16.5K | Cut−$38.6K |
| Painted Porch Advisors LLC | 10.6K | $762K | — | New |
| Equitable Holdings, Inc. | 10.3K | $745.2K | — | New |
| J.W. COLE ADVISORS, INC. | 10.2K | $732.3K | −$15.6K | Cut−$4.89K |
| Stirlingshire Investments, Inc. | 9.42K | $679.3K | −$12.8K | Added$74.7K |
| Sprinkle Financial Consultants LLC | 9.26K | $667.4K | −$8.74K | Added$255.8K |
| RCS Financial Planning, LLC | 9.26K | $667.3K | −$14.3K | Cut−$16.7K |
| MONEY CONCEPTS CAPITAL CORP | 8.99K | $647.9K | −$13.9K | Cut−$13.9K |
| Root Financial Partners, LLC | 8.92K | $643.2K | — | New |
| Allodium Investment Consultants, LLC | 8.76K | $631.4K | −$7.48K | Added$276.2K |
| MML INVESTORS SERVICES, LLC | 8.61K | $620.5K | −$13.3K | Cut−$181K |
| EP Wealth Advisors, LLC | 7.61K | $548.8K | −$11.2K | Added$18.5K |
| IFP Advisors, Inc | 7.5K | $540.4K | −$10.3K | Added$52K |
| Greenspring Advisors, LLC | 7.42K | $534.8K | −$11.5K | Cut−$11.5K |
| Foundry Financial LLC | 7.41K | $533.9K | −$11.5K | Cut−$1.57M |
| Glassy Mountain Advisors, Inc. | 7.35K | $529.7K | −$9.39K | Added$82.9K |
| MASECO LLP | 7.08K | $510.7K | −$10.7K | Cut−$9.45K |
| CWS Financial Advisors, LLC | 6.61K | $476.2K | −$10.3K | Cut−$9.68K |
| Lakewood Asset Management LLC | 6.47K | $466.4K | — | New |
| First Financial Group Corp | 6.39K | $460.6K | −$8.52K | Added$56K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6.25K | $450.6K | — | New |
| Cetera Investment Advisers | 5.92K | $426.9K | −$9.21K | Cut−$242K |
| Yardley Wealth Management LLC | 5.92K | $426.6K | −$9.17K | Cut−$73.2K |
| Millstone Evans Group, LLC | 5.89K | $424.3K | −$9.12K | Cut−$10.1K |
| Advyzon Investment Management, LLC | 5.88K | $423.5K | −$8.6K | Added$14.1K |
| Focus Partners Advisor Solutions, LLC | 5.55K | $400.2K | — | New |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 5.55K | $400.2K | −$8.59K | Cut−$64.9K |
| Zhang Financial LLC | 5.45K | $393K | −$8.45K | Cut−$8.45K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5.26K | $382.3K | −$13.6K | Cut−$13.6K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 5.15K | $370.9K | −$8.03K | Cut−$14.8K |
| Claris Financial LLC | 4.79K | $345.6K | −$7.41K | Cut−$6.4K |
| Foundation Wealth Management, LLC\PA | 4.47K | $322.4K | −$6.93K | Cut−$6.93K |
| GEM Asset Management, LLC | 4.41K | $317.6K | −$11.8K | Cut−$7.04K |
| Parkwoods Wealth Partners, LLC | 4.21K | $303.2K | — | New |
| StrongBox Wealth, LLC | 4.1K | $295.3K | −$6.35K | Cut−$28.1K |
| Drucker Wealth 3.0, LLC | 3.81K | $274.5K | −$5.95K | Cut−$9.11K |
| Financial Harvest, LLC | 3.78K | $272.2K | −$5.86K | Cut−$5.86K |
| AE Wealth Management LLC | 3.74K | $269.6K | −$3.25K | Added$114.5K |
| Creative Planning | 3.7K | $266.6K | — | New |
| Woodside Wealth Management LLC | 3.64K | $262.3K | −$5.64K | Cut−$5.64K |
| VICTORY FINANCIAL GROUP, LLC | 3.64K | $262.3K | −$5.24K | Added$13.3K |
| Avior Wealth Management, LLC | 3.57K | $257.2K | −$5.53K | Cut−$5.53K |
| Mustard Seed Financial, LLC | 3.54K | $255K | −$5.46K | Cut−$4.45K |
| Exeter Financial, LLC | 3.51K | $253K | −$5.51K | Cut−$5.36K |
| BOYUM WEALTH ARCHITECTS LLC | 3.19K | $251.6K | — | New |
| ELEVATE WEALTH ADVISORY, INC | 3.34K | $240.9K | −$2.43K | Added$125.6K |
| Innovative Asset Advisors Group, LLC | 3.28K | $236.1K | — | Held |
| Broadhurst Jeffrey B | 3.2K | $230.7K | −$4.96K | Cut−$4.96K |
| Topsail Wealth Management, LLC | 3.19K | $229.7K | — | New |
| Pacific Asset Management, LLC | 3.13K | $226K | −$4.86K | Cut−$4.86K |
| AlphaStar Capital Management, LLC | 3.11K | $224.5K | −$4.83K | Cut−$389.2K |
| Warwick Investment Management, Inc. | 3.04K | $219.2K | −$4.71K | Cut−$17.5K |
| DOLIVER ADVISORS, LP | 3K | $216.2K | −$4.65K | Cut−$6.05K |
| Arax Advisory Partners | 2.85K | $205.8K | −$4.43K | Cut−$4.42K |
| D.A. DAVIDSON & CO. | 2.77K | $200K | −$4.29K | Cut−$3.64K |
| ENTRUST FINANCIAL LLC | 2.59K | $187K | — | New |
| Strategic Investment Solutions, Inc. /IL | 2.22K | $159.8K | — | New |
| BANK OF MONTREAL /CAN/ | 1.75K | $126.1K | −$2.71K | Cut−$2.71K |
| Blue Trust, Inc. | 1.41K | $101.6K | −$2.2K | Cut−$2.13K |
| ASSETMARK, INC | 1.29K | $92.8K | −$2K | Cut−$2K |
| FIFTH THIRD BANCORP | 1.25K | $89.7K | −$68 | Added$86.5K |
| Ares Financial Consulting, LLC | 1.16K | $83.9K | — | New |
| ROYAL BANK OF CANADA | 1.06K | $77K | — | New |
| WELLS FARGO & COMPANY/MN | 1.07K | $76.9K | $35 | Added$76.9K |
| Rossby Financial, LCC | 979 | $71K | −$682 | Added$24.9K |
| HUNTINGTON NATIONAL BANK | 809 | $58.3K | −$1.25K | Cut−$1.25K |
| AdvisorNet Financial, Inc | 675 | $48.7K | — | New |
| Qube Research & Technologies Ltd | 653 | $47.1K | −$1.01K | Cut−$24.9K |
| RHL GROUP, LLC | 630 | $45.4K | −$1K | Cut−$860 |
| NATIONAL BANK OF CANADA /FI/ | 613 | $44.2K | −$926 | Cut−$23.5K |
| Annandale Capital, LLC | 436.4K | $31.5K | −$677 | Cut−$1.2K |
| MORGAN STANLEY | 413 | $29.8K | −$640 | Cut−$35.1K |
| Betterment LLC | 343.1K | $24.7K | −$531 | Cut−$477 |
| Cambridge Investment Research Advisors, Inc. | 261.7K | $18.9K | −$383 | Added$677 |
| Dunhill Financial, LLC | 249 | $17.9K | −$387 | Cut−$387 |
| Turtle Creek Wealth Advisors, LLC | 167 | $12.1K | — | New |
| M Holdings Securities, Inc. | 141.3K | $11.2K | $720 | Added$1.8K |
| Aptus Capital Advisors, LLC | 151 | $10.9K | — | New |
| PARK AVENUE SECURITIES LLC | 124.9K | $9K | −$173 | Added$758 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 118 | $8.51K | — | New |
| Cloud Capital Management, LLC | 85.2K | $6.14K | −$132 | Cut−$610 |
| Key Capital Management, INC | 69 | $4.97K | −$102 | Added$114 |
| UBS Group AG | 62 | $4.47K | −$96 | Cut−$116.3K |
| VSM Wealth Advisory, LLC | 62 | $4.47K | −$96 | Cut−$96 |
| USAdvisors Wealth Management, LLC | 38.6K | $2.71K | −$133 | Cut−$128 |
| Colorado Capital Management, Inc. | 6.77K | $488 | −$8 | Added$93 |
| HAZLETT, BURT & WATSON, INC. | 328 | $24 | $0 | Held |
Who left
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.