Stock
Reported value
$514.1M
Holders
74
+11 new · −5 exited
Holders’ est. mark
−$2M
Price effect on 63 books still in the name
Largest holder
$350.3M
MERCER GLOBAL ADVISORS INC /ADV
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $904.5K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 7.03M | $350.3M | −$1.41M | Added$42.9M |
| HighTower Advisors, LLC | 1.04M | $52.1M | −$233.6K | Added$1.25M |
| Citrine Capital LLC | 787.3K | $39.2M | −$134.6K | Added$9.97M |
| Savvy Advisors, Inc. | 177.3K | $8.84M | −$38.1K | Added$560.2K |
| Elmwood Wealth Management, Inc. | 117.8K | $5.87M | −$18.9K | Added$1.76M |
| Signature Resources Capital Management, LLC | 112K | $5.58M | −$23.9K | Added$372.7K |
| One Capital Management, LLC | 72.5K | $3.61M | −$13.8K | Added$602.8K |
| Root Financial Partners, LLC | 72.2K | $3.6M | −$12.5K | Added$887.1K |
| TriaGen Wealth Management LLC | 66.1K | $3.29M | −$12.3K | Added$616.8K |
| Vise Technologies, Inc. | 54.2K | $2.71M | $0 | Held |
| JANE STREET GROUP, LLC | 51.9K | $2.59M | — | New |
| Integrated Wealth Concepts LLC | 51.4K | $2.56M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 43.2K | $2.15M | −$9.54K | Added$79.9K |
| Mariner, LLC | 35.3K | $1.76M | −$4.47K | Added$784.8K |
| Foundry Financial LLC | 31K | $1.54M | −$4.98K | Added$453.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 28.9K | $1.44M | −$5.2K | Cut−$2.8M |
| Savant Capital, LLC | 26.9K | $1.34M | −$6.21K | Cut−$25K |
| marrick wealth, LLC | 23.8K | $1.19M | −$5.49K | Cut−$75.2K |
| Nautilus Advisors LLC | 23.5K | $1.17M | −$4.66K | Added$153.2K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 22.9K | $1.14M | −$5.09K | Added$31.2K |
| LPL Financial LLC | 22.7K | $1.13M | −$4.97K | Added$48.8K |
| Parkshore Wealth Management, Inc. | 21.5K | $1.07M | −$4.38K | Added$111.7K |
| OSAIC HOLDINGS, INC. | 21.2K | $1.06M | −$4.89K | Cut−$4.88K |
| SCRATCH CAPITAL LLC | 19.6K | $976.7K | −$4.26K | Added$50K |
| Parallel Advisors, LLC | 19.2K | $955K | −$2.19K | Added$482.8K |
| Burton Enright Welch | 18.3K | $914.5K | −$4.19K | Added$3.44K |
| Citadel | 18.1K | $904.5K | −$2.21K | Added$422.8K |
| Prospect Financial Group LLC | 18K | $895.5K | −$4.13K | Cut−$13.1K |
| RAM Investment Partners, LLC | 17.3K | $863.2K | −$3.65K | Added$69.8K |
| WESPAC Advisors SoCal, LLC | 14.6K | $726.3K | −$3.35K | Cut−$189.6K |
| RVW Wealth, LLC | 13.6K | $679.3K | — | New |
| True Link Financial Advisors, LLC | 13.3K | $663.5K | −$3.06K | Cut−$3.06K |
| RAYMOND JAMES FINANCIAL INC | 13.2K | $657.8K | −$3.04K | Cut−$3.04K |
| Concurrent Investment Advisors, LLC | 13K | $645.7K | — | New |
| JPMORGAN CHASE & CO | 10.9K | $543.9K | −$3.2K | Cut−$63.3K |
| FIDUCIARY FINANCIAL GROUP, LLC | 10.4K | $518.3K | −$2.39K | Cut−$2.39K |
| V2 Financial group LLC | 9.94K | $495.5K | — | New |
| Apella Capital, LLC | 9.25K | $464.7K | $1.05K | Added$94.6K |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 9.07K | $452K | −$2.09K | Cut−$2.09K |
| Roberts Wealth Advisors, LLC | 8.55K | $426.2K | −$1.94K | Added$3.64K |
| Hurlow Wealth Management Group, Inc. | 6.97K | $347.3K | −$1.6K | Cut−$1.6K |
| Farther Finance Advisors, LLC | 6.94K | $346.5K | −$1.15K | Cut−$6.16K |
| Tortoise Investment Management, LLC | 6.59K | $328.5K | −$1.52K | Cut−$1.52K |
| Pathstone Holdings, LLC | 6.59K | $328.5K | −$1.52K | Cut−$1.52K |
| Shore Point Advisors, LLC | 6.53K | $325.7K | −$1.23K | Added$49.5K |
| Fermata Advisors, LLC | 6.26K | $312K | −$1.46K | Added$232 |
| Johnson Wealth Management, LLC | 6.17K | $307.3K | −$1.35K | Added$14.1K |
| Brookstone Capital Management | 6K | $299K | −$1.38K | Cut−$50.8K |
| Henrickson Nauta Wealth Advisors, Inc. | 5.97K | $297.6K | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 5.45K | $271.4K | — | New |
| Gradient Capital Advisors, LLC | 5.39K | $268.5K | −$1.24K | Cut−$1.24K |
| Corient Private Wealth LLC | 5.21K | $259.6K | −$1.2K | Cut−$1.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | 5.19K | $258.7K | −$1.19K | Cut−$202.2K |
| SEEDS INVESTOR LLC | 5.01K | $251.4K | — | New |
| Two West Capital Advisors LLC | 4.96K | $248.4K | — | New |
| FLC Capital Advisors | 4.91K | $244.8K | — | New |
| Wheels Up Wealth, Inc. | 4.9K | $244.4K | −$1.13K | Cut−$12.2K |
| Kaizen Financial Strategies | 4.87K | $244.1K | $201 | Cut−$51.6K |
| Parkwoods Wealth Partners, LLC | 4.79K | $238.9K | −$1.1K | Cut−$33.4K |
| Retirement Planning Group, LLC | 4.62K | $230.2K | −$1.08K | Added$171 |
| Pure Financial Advisors, LLC | 4.58K | $228.2K | −$1.06K | Cut−$709 |
| GOLDMAN SACHS GROUP INC | 4.57K | $227.6K | −$1.05K | Cut−$23.7K |
| Shearwater Capital LLC | 4.19K | $208.7K | — | New |
| FIRST NATIONAL BANK SIOUX FALLS | 4.15K | $207.8K | $162 | Added$5.17K |
| BIRCH FINANCIAL GROUP, LLC | 4.07K | $202.6K | −$936 | Cut−$936 |
| IFP Advisors, Inc | 2K | $99.8K | −$461 | Cut−$461 |
| Larson Financial Group LLC | 2K | $99.7K | −$460 | Cut−$460 |
| Allworth Financial LP | 796 | $39.7K | −$183 | Cut−$183 |
| EverSource Wealth Advisors, LLC | 516 | $25.7K | −$131 | Added$19 |
| CWM, LLC | 409 | $20.4K | $20.1K | Added$20.4K |
| Tower Research Capital LLC (TRC) | 334 | $16.6K | −$77 | Cut−$77 |
| One Degree Advisors Inc | 117.9K | $5.88K | −$27 | Added$108 |
| Horizon Investments, LLC | 60 | $2.99K | −$8 | Added$1.49K |
| Bell Investment Advisors, Inc | 27 | $1.33K | $1 | Added$1 |
Who left
- Elequin Capital, LP$1.71M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.69M
- OLD MISSION CAPITAL LLC$1.05M
- Pallas Capital Advisors LLC$500.8K
- GAMMA Investing LLC$105.9K
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.