Stock
Reported value
$10.8B
Holders
760
+48 new · −15 exited
Holders’ est. mark
$396.1M
Price effect on 244 books still in the name
Largest holder
$2.05B
MERCER GLOBAL ADVISORS INC /ADV
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $21.6M
- Renaissance Technologies0.0% · $1.7M
- Fidelity0.0% · $5.99M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 42.3M | $2.05B | $74.5M | Added$194.4M |
| Savant Capital, LLC | 15.4M | $746.2M | $28.8M | Added$11.1M |
| Focus Partners Wealth | 14.7M | $712.2M | $27.6M | Added$24.2M |
| Corient Private Wealth LLC | 9.74M | $471.8M | $18.2M | Added$8.17M |
| Index Fund Advisors, Inc. | 5.74M | $278.1M | $10.7M | Added$11M |
| Plancorp, LLC | 5.56M | $277.6M | $18.6M | Added$11.1M |
| NORTHERN TRUST CORP | 5.54M | $268.7M | $10.4M | Cut−$5.5M |
| Creative Planning | 4.95M | $240M | $9.26M | Added$5.23M |
| Focus Partners Advisor Solutions, LLC | 4.95M | $239.9M | $8.66M | Added$23.9M |
| HighTower Advisors, LLC | 4.47M | $216.5M | $8.35M | Added$5.36M |
| TCI Wealth Advisors, Inc. | 3.46M | $167.9M | $6.21M | Added$13.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3.19M | $154.8M | $5.72M | Added$12.3M |
| Cerity Partners LLC | 2.53M | $122.7M | $4.63M | Added$7.36M |
| Modera Wealth Management, LLC | 2.18M | $105.6M | $4.08M | Added$3.38M |
| MASECO LLP | 2.02M | $97.9M | $3.75M | Added$3.22M |
| Truepoint, Inc. | 1.94M | $94.2M | $3.63M | Added$2.54M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.81M | $87.9M | $849.1K | Cut−$42.3M |
| Trust Co of the South | 1.73M | $83.7M | $3.23M | Added$1.6M |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 1.67M | $83.6M | $2.93M | Added$2.14M |
| RAYMOND JAMES FINANCIAL INC | 1.37M | $66.6M | $2.55M | Added$2.95M |
| Beacon Pointe Advisors, LLC | 1.37M | $66.6M | $2.47M | Added$5.09M |
| LPL Financial LLC | 1.37M | $66.2M | $2.53M | Added$3.08M |
| Evanson Asset Management, LLC | 1.34M | $64.9M | $2.49M | Added$2.74M |
| CHOREO, LLC | 1.28M | $62M | $1.96M | Added$929.4K |
| Foster Group, Inc. | 1.27M | $61.7M | $2.38M | Added$2.03M |
| Beaird Harris Wealth Management, LLC | 1.22M | $59.4M | $2.29M | Added$230.5K |
| Forum Financial Management, LP | 1.17M | $56.9M | $2.19M | Added$1.39M |
| Pathstone Holdings, LLC | 1.16M | $56.2M | $2.17M | Cut−$1.37M |
| Apella Capital, LLC | 1.07M | $54.7M | $3.2M | Added$20.4M |
| Allworth Financial LP | 1.1M | $53.5M | $1.34M | Added$20.1M |
| SACHEM HILL LLC | 1.06M | $51.4M | $1.98M | Added$1.79M |
| Parkwoods Wealth Partners, LLC | 1.02M | $49.7M | $1.76M | Added$5.76M |
| MONOGRAPH WEALTH ADVISORS, LLC | 1.01M | $49.2M | $1.81M | Added$4.06M |
| Porter White Investment Advisors, Inc. | 977.9K | $47.4M | $1.82M | Added$2.03M |
| Team Hewins, LLC | 964.4K | $46.7M | $1.8M | Added$1.49M |
| Triune Financial Partners, LLC | 956.4K | $46.3M | −$388.5K | Added$37.1K |
| TFC Financial Management, Inc. | 909.2K | $44.1M | $1.7M | Added$1.33M |
| Elser Financial Planning, Inc | 892K | $43.1M | $13K | Added$42.8M |
| KEB ASSET MANAGEMENT, LLC | 849.1K | $41.1M | $1.55M | Added$2.56M |
| Heritage Investment Group, Inc. | 845.5K | $41M | $1.58M | Added$410.6K |
| Guardian Wealth Management, LLC | 843.5K | $40.9M | $1.58M | Added$1.04M |
| Smartleaf Asset Management LLC | 847.2K | $40.3M | $479.6K | Added$1.44M |
| Disciplined Equity Management, Inc. | 808.7K | $39.2M | $1.5M | Added$1.81M |
| EARNED WEALTH ADVISORS, LLC | 800.5K | $38.8M | $1.49M | Added$1.64M |
| Verus Financial Partners, Inc. | 751.3K | $37.9M | $1.05M | Added$8.82M |
| SAX WEALTH ADVISORS, LLC | 812K | $37.8M | −$5 | Cut−$64.1K |
| Wescott Financial Advisory Group, LLC | 771.7K | $37.4M | $1.44M | Added$1.52M |
| Integrated Wealth Concepts LLC | 759K | $36.8M | $1.23M | Added$6.12M |
| DIXON FNANCIAL SERVICES, INC. | 750.6K | $36.4M | $1.4M | Added$923.3K |
| ENVESTNET ASSET MANAGEMENT INC | 748.5K | $36.3M | $907K | Added$13.7M |
| Mariner, LLC | 729.2K | $35.3M | $1.25M | Added$4.14M |
| CLUNE & ASSOCIATES, LTD. | 718.4K | $34.8M | $1.01M | Added$9.65M |
| MISSION WEALTH MANAGEMENT, LP | 713.1K | $34.6M | $1.33M | Added$1.06M |
| Tillman Hartley LLC | 711.4K | $34.5M | $1.33M | Added$209.7K |
| Planning Center, Inc. | 711.3K | $34.5M | $1.33M | Cut−$849.6K |
| Richard Young Associates, Ltd. | 710K | $34.4M | $1.32M | Added$1.59M |
| ASPIRIANT, LLC | 708.2K | $34.3M | $1.32M | Added$863.9K |
| Wealth Management Nebraska | 706.9K | $34.3M | $1.32M | Added$1.23M |
| Wealth Architects, LLC | 700.3K | $33.9M | $1.31M | Added$818.1K |
| Heritage Wealth Management, Inc./Texas | 687.9K | $33.3M | $1.26M | Added$1.85M |
| CARDIFF PARK ADVISORS, LLC | 641.3K | $31.1M | $1.2M | Cut−$629.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | 625.5K | $30.3M | $1.17M | Cut−$99.2K |
| McLean Asset Management Corp | 614.5K | $29.8M | $73.7K | Cut−$563.3K |
| Three Arch Wealth Management LLC | 601.3K | $29.1M | $1.12M | Added$1.08M |
| WPWealth LLP | 600.5K | $29.1M | $1.09M | Added$2.06M |
| RW Investment Management LLC | 587.4K | $28.5M | — | Held |
| Premier Financial Group | 574.9K | $28M | $1.14M | Added$622.5K |
| ShankerValleau Wealth Advisors, Inc. | 575.7K | $27.9M | $1.08M | Added$834.8K |
| Root Financial Partners, LLC | 573.8K | $27.8M | $1.07M | Cut−$3.08M |
| Farther Finance Advisors, LLC | 561.2K | $27.3M | $960K | Added$5.02M |
| TFO Wealth Partners, LLC | 559.2K | $27.1M | $1.04M | Added$1.17M |
| Meritas Wealth Management, LLC | 558.7K | $27.1M | $1.04M | Added$810.2K |
| Symmetry Partners, LLC | 546.2K | $26.5M | $1.02M | Cut−$832.6K |
| Moisand Fitzgerald Tamayo, LLC | 544.6K | $26.4M | $1.02M | Added$460K |
| LRI Investments, LLC | 544.3K | $26.4M | $1.02M | Added$902.2K |
| WorthPointe, LLC | 520K | $25.2M | $972.3K | Cut−$1.14M |
| BAYSHORE ASSET MANAGEMENT, LLC | 518.3K | $25.1M | $961.1K | Added$1.17M |
| Petersen Hastings Wealth Advisors Inc. | 510.3K | $24.7M | $954.3K | Added$670.2K |
| 1900 WEALTH MANAGEMENT LLC | 508.3K | $24.6M | $950.4K | Added$708.8K |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | 506.8K | $24.6M | $944.8K | Added$1.02M |
| American Investment Services, Inc. | 480.3K | $23.3M | $898.3K | Added$644.1K |
| STIFEL FINANCIAL CORP | 478.6K | $23.2M | $886.4K | Added$1.11M |
| MATHER GROUP, LLC. | 478K | $23.2M | $893.8K | Added$656.8K |
| RS CRUM INC. | 470.3K | $22.8M | $876.3K | Added$957.5K |
| Kooman & Associates | 469.3K | $22.7M | $876K | Added$917.5K |
| LEGACY FINANCIAL GROUP, INC. | 468K | $22.7M | $875.2K | Added$719.9K |
| Vise Technologies, Inc. | 483.5K | $22.5M | $0 | Held |
| Prudent Man Investment Management, Inc. | 479.6K | $22.3M | −$1 | Cut−$20K |
| Cetera Investment Advisers | 456.9K | $22.1M | $837.3K | Added$1.28M |
| DiNuzzo Private Wealth, Inc. | 455.4K | $22.1M | $851.7K | Added$391K |
| Icahn Capital | 445.7K | $21.6M | $717.8K | Added$3.72M |
| BAKER BOYER NATIONAL BANK | 442.1K | $21.4M | $826.8K | Added$774.2K |
| Sequoia Financial Advisors, LLC | 435.6K | $21.1M | $814.6K | Added$97K |
| UBS Group AG | 410.9K | $19.9M | $706.6K | Added$2.31M |
| DOPKINS WEALTH MANAGEMENT, LLC | 405.8K | $19.7M | $758.8K | Cut−$209.6K |
| CLARIS ADVISORS, LLC / MO / | 394K | $19.1M | $736.8K | Added$469.2K |
| Financial Engines Advisors L.L.C. | 386.4K | $18.7M | $722.5K | Cut−$495.7K |
| Confluence Wealth Services, Inc. | 371.3K | $18M | $669.5K | Added$1.31M |
| JUNCTURE WEALTH STRATEGIES, LLC | 365.4K | $17.7M | $683.3K | Cut−$554.6K |
| Graves Light Lenhart Wealth, Inc. | 353.8K | $17.1M | $607.5K | Added$2.01M |
| Quantinno Capital Management LP | 339K | $16.4M | $500.4K | Added$3.96M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 335.6K | $16.3M | $627.5K | Added$553.1K |
| Pillar Financial Advisors, LLC | 333.4K | $16.2M | $623.6K | Added$352.8K |
| Ruedi Wealth Management, Inc. | 329.6K | $16M | $616.3K | Added$440.1K |
| Austin Asset Management Co Inc | 326.6K | $15.8M | $610.8K | Added$400.3K |
| Spire Wealth Management | 325.9K | $15.8M | $597.2K | Added$917.5K |
| Savvy Advisors, Inc. | 320.2K | $15.5M | $554.9K | Added$1.69M |
| Larson Financial Group LLC | 319.9K | $15.5M | $598.2K | Added$530K |
| Financial Synergies Wealth Advisors, Inc. | 317.9K | $15.4M | $594.5K | Added$302.9K |
| PINNEY & SCOFIELD, INC. | 317.4K | $15.4M | $593.6K | Added$498.1K |
| OneDigital Investment Advisors LLC | 315.9K | $15.3M | $590.8K | Added$15.1K |
| Atlantic Union Bankshares Corp | 314.4K | $15.2M | $571.6K | Added$997.1K |
| JPMORGAN CHASE & CO | 318.5K | $15.1M | $283K | Added$803.8K |
| Summit Wealth Group, LLC | 311.2K | $15.1M | $562.5K | Added$1.06M |
| OSAIC HOLDINGS, INC. | 299.2K | $14.5M | $559.3K | Cut−$304.7K |
| Squire Investment Management Company, LLC | 298K | $14.4M | $552.2K | Added$684.4K |
| Diversified Portfolios, Inc. | 294.4K | $14.3M | $550.6K | Added$305.1K |
| Dynamic Advisor Solutions LLC | 292.7K | $14.2M | $533.9K | Added$881.5K |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 292.3K | $14.2M | $546.7K | Added$457.1K |
| MORGAN STANLEY | 287.1K | $13.9M | $537K | Added$393.8K |
| Sterling Wealth Management, Inc. | 285K | $13.8M | $533K | Added$443.3K |
| BIP Wealth, LLC | 282.4K | $13.7M | $528.2K | Added$361.1K |
| Bridgewater Advisors Inc. | 257.9K | $13.6M | $976.2K | Added$993.9K |
| Altiora Financial Group, LLC | 279.5K | $13.5M | $521.3K | Added$554.8K |
| New Dimensions Wealth Management, LLC | 277.5K | $13.4M | $519K | Added$448.7K |
| Addison Advisors LLC | 273.6K | $13.3M | $511.7K | Added$446.3K |
| Frankly Finances, LLC | 268.2K | $13M | $497.1K | Added$613.9K |
| WELLS FARGO & COMPANY/MN | 262.1K | $12.7M | $460.8K | Added$1.22M |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 260.4K | $12.6M | $484.5K | Added$547.5K |
| Lauterbach Financial Advisors, LLC | 258.3K | $12.5M | $482.9K | Added$367.4K |
| Kestra Advisory Services, LLC | 257K | $12.5M | $434.6K | Added$1.63M |
| VESTIA PERSONAL WEALTH ADVISORS | 249.6K | $12.1M | −$85.9K | Added$132.6K |
| BANK OF MONTREAL /CAN/ | 243.5K | $11.8M | $51.6K | Added$10.5M |
| EP Wealth Advisors, LLC | 241.1K | $11.7M | $450.8K | Cut−$419.6K |
| Burk Holdings LLC | 227.2K | $11M | $405.8K | Added$899.2K |
| Investmark Advisory Group LLC | 227.1K | $11M | $424.6K | Added$79.1K |
| RTD Financial Advisors, Inc. | 221.5K | $10.7M | $414.1K | Added$48.4K |
| JDH Wealth Management, LLC | 218.9K | $10.6M | $409.4K | Added$167.3K |
| Capstone Wealth Management, LLC | 212.1K | $10.3M | $396.6K | Added$339.9K |
| Compound Planning, Inc. | 208.3K | $10.1M | $346.9K | Added$1.45M |
| TOBIAS FINANCIAL ADVISORS, INC. | 205.3K | $9.95M | $383.9K | Added$177K |
| Versant Capital Management, Inc | 204.9K | $9.93M | $383.1K | Added$385.2K |
| JONES FINANCIAL COMPANIES LLLP | 205.2K | $9.81M | $234.5K | Added$608.9K |
| RF&L WEALTH MANAGEMENT, LLC | 200.9K | $9.74M | $375.7K | Added$211.3K |
| Greenspring Advisors, LLC | 199.9K | $9.69M | $373.8K | Added$192.6K |
| MAI Capital Management | 194.8K | $9.44M | $364.3K | Added$275K |
| Peirce Capital Management, LLC | 194.6K | $9.43M | $363.8K | Added$260.7K |
| Level Financial Advisors | 193.2K | $9.36M | $361.2K | Added$282.3K |
| Visionary Wealth Advisors | 191.7K | $9.29M | $355.7K | Added$427.2K |
| EverSource Wealth Advisors, LLC | 188.7K | $9.15M | $337.3K | Added$742.3K |
| Walsh & Associates, LLC | 187K | $9.06M | $338.7K | Added$625.5K |
| Werba Rubin Papier Wealth Management | 185K | $8.96M | $345.9K | Added$271.8K |
| BANK OF AMERICA CORP /DE/ | 184.5K | $8.94M | $335.2K | Added$587.4K |
| TRUIST FINANCIAL CORP | 180.2K | $8.73M | $287.1K | Added$1.58M |
| Wealthspire Advisors, LLC | 178.4K | $8.64M | $333.5K | Cut−$332.8K |
| Strathmore Capital Advisors, Inc. | 168.1K | $8.6M | $765K | Added$758.2K |
| Financial Harvest, LLC | 174.9K | $8.48M | $327.1K | Added$89K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 171.7K | $8.32M | $309.3K | Added$613.2K |
| Belleair Asset Management, LLC | 168.2K | $8.15M | $314.4K | Added$314.4K |
| CWM, LLC | 167K | $8.09M | $8.04M | Added$8.09M |
| TruNorth Capital Management, LLC | 163.5K | $7.92M | $305.7K | Added$306.3K |
| Ariadne Wealth Management, LP | 162.9K | $7.9M | −$241.1K | Cut−$240.6K |
| Seneschal Advisors, LLC | 162.2K | $7.86M | $302.2K | Added$332.7K |
| Sprinkle Financial Consultants LLC | 157K | $7.61M | $293.3K | Cut−$151K |
| EXENCIAL WEALTH ADVISORS, LLC | 154.7K | $7.5M | $289.3K | Added$26.5K |
| JFS WEALTH ADVISORS, LLC | 152K | $7.37M | $284.2K | Added$208.1K |
| Lutz Financial Services LLC | 150.6K | $7.3M | $281.5K | Added$213.6K |
| Summit Portfolio Management, LTD. | 146.9K | $7.12M | — | Held |
| Kondo Wealth Advisors, Inc. | 143K | $6.93M | $265.4K | Added$124.5K |
| Weinberger Asset Management, Inc | 141.4K | $6.85M | $242.1K | Added$821.6K |
| FIRST NATIONAL BANK SIOUX FALLS | 134.3K | $6.78M | $522.2K | Added$522.2K |
| CarsonAllaria Wealth Management, Ltd. | 138.4K | $6.71M | $258.9K | Added$99.2K |
| NORTHWEST WEALTH MANAGEMENT, LLC | 135.9K | $6.58M | $254.1K | Added$187.6K |
| Aegis Wealth Management LLC | 135.8K | $6.58M | $254K | Cut−$268.7K |
| CAPTRUST FINANCIAL ADVISORS | 135.6K | $6.57M | $253.6K | Added$245.1K |
| Abacus Wealth Partners, LLC | 135.4K | $6.56M | $233.1K | Added$755.5K |
| Shearwater Capital LLC | 133.1K | $6.45M | $248.8K | Added$188.7K |
| EnRich Financial Partners LLC | 131.6K | $6.38M | $246.1K | Added$190.3K |
| Strategic Investment Solutions, Inc. /IL | 130.1K | $6.31M | $242.2K | Added$219.4K |
| Cherry Tree Wealth Management, LLC | 129.9K | $6.3M | $243K | Added$200.5K |
| LAM GROUP, INC. | 129.4K | $6.27M | $242K | Added$197.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 128.4K | $6.22M | $200K | Added$1.24M |
| HUB Investment Partners, LLC | 127.6K | $6.18M | $9.73K | Added$5.94M |
| GEM Asset Management, LLC | 127.5K | $6.18M | $98.1K | Added$179.5K |
| BUILDER INVESTMENT GROUP INC /ADV | 127.4K | $6.17M | $238.2K | Added$238.2K |
| Gradient Capital Advisors, LLC | 125.9K | $6.1M | $235.5K | Added$24.4K |
| BOK Financial Private Wealth, Inc. | 124.1K | $6.01M | $232.1K | Added$220.1K |
| Fidelity | 123.5K | $5.99M | $200.2K | Added$998.4K |
| WNY Asset Management, LLC | 122.4K | $5.93M | — | Held |
| Envestnet Portfolio Solutions, Inc. | 118.4K | $5.74M | $221.4K | Cut−$319.1K |
| Merit Financial Group, LLC | 117.7K | $5.7M | $56.5K | Added$4.29M |
| ROYAL BANK OF CANADA | 117.6K | $5.7M | $220.1K | Cut−$111K |
| FORTERIS WEALTH MANAGEMENT INC. | 117.3K | $5.68M | $213.8K | Added$355.2K |
| PFG Advisors | 116.6K | $5.65M | $204.6K | Added$555.1K |
| Sollinda Capital Management LLC | 113.7K | $5.51M | $194.7K | Added$659.8K |
| AG Asset Advisory, LLC | 113.1K | $5.48M | $191.2K | Added$719.7K |
| Simplicity Wealth,LLC | 113K | $5.48M | $211.3K | Added$92.7K |
| COGENT STRATEGIC WEALTH LLC | 110K | $5.33M | −$16.5K | Cut−$62.2K |
| ACTION POINT FINANCIAL PLANNING, LLC | 108.4K | $5.25M | — | Held |
| Stratos Wealth Partners, LTD. | 107.7K | $5.22M | $201.4K | Added$148.2K |
| FMB WEALTH MANAGEMENT | 105.7K | $5.12M | $197.7K | Added$158.1K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 105.3K | $5.1M | $195.1K | Added$197K |
| Trace Wealth Advisors, LLC | 101.2K | $4.9M | $189.2K | Added$189.2K |
| Cascade Wealth Advisors, Inc | 93.1K | $4.88M | $321.6K | Added$507.1K |
| Vannoy Advisory Group, Inc. | 100.2K | $4.86M | $187.4K | Added$159.1K |
| Joel Isaacson & Co., LLC | 99.5K | $4.82M | $186K | Added$186K |
| Rockefeller Capital Management L.P. | 99.4K | $4.82M | $158.6K | Added$865.5K |
| Investment Advisory Group, LLC | 98.2K | $4.76M | $183.6K | Added$183.6K |
| Verdence Capital Advisors LLC | 98.1K | $4.75M | $183.4K | Added$183.4K |
| Arkadios Wealth Advisors | 97.7K | $4.74M | $45.8K | Added$3.6M |
| SwitchPoint Financial Planning, LLC | 97.1K | $4.7M | $181.5K | Added$140K |
| US BANCORP \DE\ | 96.2K | $4.66M | $179.9K | Added$120.4K |
| Summit Financial Strategies, Inc. | 95.4K | $4.62M | $178.3K | Added$122.1K |
| HMV Wealth Advisors, LLC | 93.9K | $4.55M | $175.2K | Added$187.7K |
| McCartney Wealth Management LLC | 91.9K | $4.45M | $171.8K | Added$44.6K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 89.4K | $4.33M | $157.7K | Added$400.7K |
| Pacific Asset Management, LLC | 87.1K | $4.22M | $163K | Added$48.8K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 84.5K | $4.09M | — | Held |
| Intelligent Financial Strategies | 83.7K | $4.06M | $156.6K | Cut−$915.2K |
| BluePrint Investing LLC | 81.9K | $3.97M | $153.1K | Cut−$3.96K |
| Tumwater Wealth Management, LLC | 81.2K | $3.94M | $151.9K | Added$22.8K |
| 55 North Private Wealth, LLC | 78.6K | $3.81M | $147.1K | Added$145.9K |
| Axis Wealth Partners, LLC | 77.9K | $3.77M | $141.9K | Added$240.5K |
| VIRTUE ASSET MANAGEMENT LLC | 77K | $3.73M | $143.9K | Added$143.9K |
| Embree Financial Group | 75.7K | $3.67M | $141.6K | Cut−$807.7K |
| TAGStone Capital, Inc. | 75.4K | $3.65M | $96.7K | Added$1.24M |
| KILNER CAPITAL ADVISORS, LLC | 75.3K | $3.65M | $140.8K | Cut−$17.4K |
| WASHINGTON TRUST Co | 75.1K | $3.64M | $140.4K | Added$140.4K |
| Aspen Capital Management, LLC | 73.8K | $3.57M | $137.8K | Added$142.2K |
| Vistica Wealth Advisors, LLC | 72.3K | $3.5M | $135.2K | Cut−$303.7K |
| REGIONS FINANCIAL CORP | 71.7K | $3.47M | $134K | Added$111.1K |
| Wealth Advisors Northwest LLC | 70.9K | $3.43M | $132.6K | Added$114.2K |
| Prospera Financial Services Inc | 70.6K | $3.42M | $129.8K | Added$186.4K |
| Generations Wealth, LLC | 68.9K | $3.34M | $123.9K | Added$250.2K |
| Zhang Financial LLC | 68K | $3.3M | $127.2K | Added$33.7K |
| BWM Planning, LLC | 67.7K | $3.28M | $126.6K | Added$126.6K |
| Navigate Wealth Management, LLC | 63.4K | $3.22M | — | Held |
| Clearstead Advisors, LLC | 66.2K | $3.21M | $123.8K | Cut−$264.2K |
| Disciplined Investments, LLC | 65.6K | $3.18M | $122.6K | Added$117K |
| Laird Norton Wetherby Trust Company, LLC | 65.3K | $3.17M | $122.2K | Added$122.2K |
| Cresset Asset Management, LLC | 65K | $3.15M | $119.4K | Added$173.3K |
| Glass Jacobson Investment Advisors llc | 65K | $3.15M | $120.4K | Added$149.4K |
| MELFA WEALTH MANAGEMENT, INC. | 62.3K | $3.02M | $116.6K | Added$88.8K |
| Woodside Wealth Management LLC | 62.3K | $3.02M | $116.5K | Added$97.7K |
| Bank of New York Mellon Corp | 60.3K | $2.92M | $112.7K | Added$112.7K |
| Westmount Partners, LLC | 60.2K | $2.92M | $112.6K | Added$112.6K |
| MML INVESTORS SERVICES, LLC | 59.2K | $2.87M | $110.8K | Cut−$1.62M |
| Clarity Capital Advisors, LLC | 59.2K | $2.87M | $108.7K | Added$160.9K |
| Robertson Stephens Wealth Management, LLC | 58.8K | $2.85M | $109.9K | Added$110.2K |
| Cypress Wealth Services, LLC | 58.3K | $2.83M | $109.1K | Cut−$74.4K |
Who left
- McMill Wealth Management$16.4M
- TIAA TRUST, NATIONAL ASSOCIATION$3.7M
- Diversify Advisory Services, LLC$1.22M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$718.2K
- JANE STREET GROUP, LLC$578.9K
- SVB WEALTH LLC$547.4K
- Tower Research Capital LLC (TRC)$375.5K
- INTEGRITY ALLIANCE, LLC.$362.5K
- AXXCESS WEALTH MANAGEMENT, LLC$358.2K
- Capital Planning Advisors, LLC$313.9K
- Henrickson Nauta Wealth Advisors, Inc.$235.8K
- Jackson Hole Capital Partners, LLC$129.7K
- United Community Bank$30.2K
- ROTHSCHILD INVESTMENT LLC$27.2K
- Quattro Advisors LLC$5.36K
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.