Stock
Reported value
$5.39B
Holders
348
+46 new · −13 exited
Holders’ est. mark
$272.6M
Price effect on 226 books still in the name
Largest holder
$1.04B
MERCER GLOBAL ADVISORS INC /ADV
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $1.68M
- Citadel0.0% · $264K
- Fidelity0.0% · $446.7K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 32.3M | $1.04B | $16.7M | Added$86.2M |
| Savant Capital, LLC | 29.1M | $937.5M | $14.9M | Added$85.9M |
| Focus Partners Wealth | 15.5M | $509.2M | $16.4M | Added$50.1M |
| Premier Financial Group | 641.7K | $211.1M | $188.5M | Added$191M |
| Forum Financial Management, LP | 6.26M | $201.6M | $3.47M | Added$3.08M |
| Clearstead Advisors, LLC | 5.53M | $178.1M | — | New |
| Sequoia Financial Advisors, LLC | 5.28M | $170.2M | $2.71M | Added$15.7M |
| Kestra Investment Management, LLC | 5.14M | $165.5M | $1.48M | Added$80.9M |
| ENVESTNET ASSET MANAGEMENT INC | 4.4M | $141.8M | $2.27M | Added$12.1M |
| Focus Partners Advisor Solutions, LLC | 3.15M | $101.4M | $1.48M | Added$16.2M |
| BANK OF MONTREAL /CAN/ | 2.68M | $86.4M | $1.44M | Added$3.97M |
| Aprio Wealth Management, LLC | 2.4M | $77.2M | $1.31M | Added$2.48M |
| Apella Capital, LLC | 2M | $68.6M | $3.39M | Added$28.1M |
| HighTower Advisors, LLC | 1.97M | $63.4M | $1.09M | Cut−$9.25M |
| Modera Wealth Management, LLC | 1.85M | $59.5M | $900.7K | Added$8.14M |
| Planning Center, Inc. | 1.83M | $58.9M | $1.01M | Added$101K |
| SATOVSKY ASSET MANAGEMENT LLC | 1.71M | $55.2M | $951.1K | Added$561K |
| Foster Group, Inc. | 1.7M | $54.8M | $941.7K | Added$1.1M |
| JANE STREET GROUP, LLC | 1.39M | $44.7M | — | New |
| Corient Private Wealth LLC | 1.35M | $43.5M | $738.4K | Cut−$671.6K |
| TCI Wealth Advisors, Inc. | 1.34M | $43M | $703.6K | Added$2.89M |
| Petersen Hastings Wealth Advisors Inc. | 1.26M | $40.7M | $688.3K | Added$1.42M |
| FINANCIAL CONSULATE, INC | 1.24M | $39.8M | $663.3K | Added$2M |
| High Probability Advisors, LLC | 1.22M | $39.4M | $665.5K | Added$1.42M |
| Mariner, LLC | 799K | $25.7M | $362.5K | Added$5.03M |
| EXENCIAL WEALTH ADVISORS, LLC | 795.5K | $25.6M | $318.9K | Added$7.43M |
| GREAT OAK CAPITAL PARTNERS, LLC | 703.9K | $23.7M | $1.19M | Added$1.71M |
| Meredith Wealth Planning | 723.5K | $23.3M | $271.6K | Added$7.81M |
| DiNuzzo Private Wealth, Inc. | 639.7K | $20.6M | $355K | Added$260K |
| Bridgewater Advisors Inc. | 544.7K | $18.6M | $822.6K | Cut−$3.96M |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 557.3K | $18M | $298.7K | Added$912.6K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 478.6K | $15.4M | $265.6K | Added$76.6K |
| Vestmark Advisory Solutions, Inc. | 466.1K | $15M | $248K | Added$869.9K |
| True Wealth Design, LLC | 459.1K | $14.8M | $247.8K | Added$655.3K |
| STOLZ & ASSOCIATES, PS | 427.3K | $14.5M | $963.9K | Added$1.12M |
| 25 LLC | 443.3K | $14.3M | $233.1K | Added$981.7K |
| UBS Group AG | 441.1K | $14.2M | $13.6K | Added$13.4M |
| BANK OF AMERICA CORP /DE/ | 439.7K | $14.2M | $211.7K | Added$2.09M |
| Envision Financial Planning, LLC | 429K | $13.8M | $229.7K | Added$719.3K |
| Beacon Pointe Advisors, LLC | 427.1K | $13.8M | $217.3K | Added$1.36M |
| Farther Finance Advisors, LLC | 410.5K | $13.4M | $420.8K | Added$163.8K |
| Three Arch Wealth Management LLC | 415.4K | $13.4M | $224.7K | Added$566.3K |
| Mills Wealth Advisors LLC | 398.2K | $12.8M | $215K | Added$564.3K |
| Quadcap Wealth Management, LLC | 397.6K | $12.8M | $204.3K | Added$1.16M |
| Allworth Financial LP | 395.6K | $12.7M | $2.14K | Added$12.6M |
| MENORA MIVTACHIM HOLDINGS LTD. | 379.6K | $12.2M | $163.7K | Added$2.89M |
| LPL Financial LLC | 367.8K | $11.9M | $177.8K | Added$1.7M |
| FAMILY WEALTH PARTNERS, LLC | 353.1K | $11.4M | $166.9K | Added$1.69M |
| United Wealth Management, LLC | 341.6K | $11M | $185.3K | Added$434.2K |
| SAX WEALTH ADVISORS, LLC | 346.8K | $11M | −$1 | Cut−$1 |
| Discipline Wealth Solutions, LLC | 336.1K | $10.8M | $81.7K | Added$6.17M |
| Forvis Mazars Wealth Advisors, LLC | 335.5K | $10.8M | $186.2K | Cut−$2M |
| Brady Martz Wealth Solutions, LLC | 329.6K | $10.6M | $166.6K | Added$1.12M |
| Concurrent Investment Advisors, LLC | 321.4K | $10.4M | — | New |
| FIDUCIARY FINANCIAL GROUP, LLC | 315K | $10.1M | $154.7K | Added$1.32M |
| Efficient Advisors, LLC | 297.7K | $9.59M | $165.3K | Cut−$6.46M |
| CLARIS ADVISORS, LLC / MO / | 289.3K | $9.32M | $154.3K | Added$521.4K |
| Integrity Advisory Solutions, LLC | 289.3K | $9.32M | $147.4K | Added$907.7K |
| Oceanside Advisors LLC | 285.1K | $9.19M | $152.3K | Added$495K |
| AE Wealth Management LLC | 277.7K | $8.95M | $150.2K | Added$375.9K |
| CPA Asset Management Group, LLC | 275.4K | $8.87M | $152.8K | Cut−$840.6K |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 262.6K | $8.46M | $141.6K | Added$378.6K |
| LIBERTY WEALTH MANAGEMENT LLC | 248.7K | $8.01M | $138.1K | Added$119.5K |
| Kaufman Rossin Wealth, LLC | 239.1K | $7.7M | $119.7K | Added$877K |
| Dynamic Advisor Solutions LLC | 237.1K | $7.64M | $127.3K | Added$377.3K |
| Meritas Wealth Management, LLC | 233.6K | $7.52M | $110.2K | Added$1.23M |
| Savvy Advisors, Inc. | 232.3K | $7.48M | $108.7K | Added$1.29M |
| INTEGRITY ALLIANCE, LLC. | 231.6K | $7.46M | $124.3K | Added$369K |
| CogentBlue Wealth Advisors, LLC | 223.7K | $7.21M | $123.6K | Added$155.8K |
| Waverly Advisors, LLC | 212K | $6.83M | $115.4K | Added$244.2K |
| CIBC Bancorp USA Inc. | 210K | $6.77M | — | Held |
| Keating Financial Advisory Services, Inc. | 209.5K | $6.75M | $94.4K | Added$1.36M |
| MB Generational Wealth, LLC | 201.9K | $6.51M | $112K | Added$116.9K |
| OLD MISSION CAPITAL LLC | 201.2K | $6.48M | $95K | Added$1.06M |
| COMMONWEALTH EQUITY SERVICES, LLC | 200.4K | $6.46M | $110.7K | Added$142.2K |
| NORTHWEST WEALTH MANAGEMENT, LLC | 194.6K | $6.27M | $97.5K | Added$706.4K |
| HMV Wealth Advisors, LLC | 194.2K | $6.26M | $96.8K | Added$732.2K |
| Kestra Advisory Services, LLC | 192.1K | $6.19M | $78.8K | Added$1.7M |
| Financial Engines Advisors L.L.C. | 190.4K | $6.13M | $105.6K | Cut−$238.8K |
| Chicago Partners Investment Group LLC | 178.9K | $6.02M | $90.8K | Added$236.6K |
| Wealth Advisors Northwest LLC | 177.7K | $5.73M | $95.2K | Added$297.8K |
| Emprise Bank | 175.9K | $5.67M | $37.6K | Added$3.52M |
| Foundation Wealth Management, LLC\PA | 174K | $5.61M | $90.9K | Added$421.8K |
| MASTER'S WEALTH MANAGEMENT INC. | 172.1K | $5.55M | $92.9K | Added$243.7K |
| Wealthspire Advisors, LLC | 171.8K | $5.54M | $95.3K | Cut−$358.6K |
| Wealth Architects, LLC | 169.4K | $5.46M | — | New |
| BetterWealth, LLC | 165K | $5.32M | $91.6K | Added$41.6K |
| Composition Wealth, LLC | 164.5K | $5.3M | $76.4K | Added$941K |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 159.3K | $5.13M | $86.6K | Added$192K |
| ROYAL BANK OF CANADA | 153.2K | $4.93M | $84.6K | Cut−$357K |
| Merit Financial Group, LLC | 153K | $4.93M | — | New |
| Applied Capital LLC | 152.6K | $4.92M | $84.6K | Added$93.5K |
| Foundry Financial LLC | 150.4K | $4.85M | $64.6K | Added$1.16M |
| Disciplined Investments, LLC | 144.5K | $4.66M | $74.9K | Added$384.9K |
| Vestment Financial LLC | 135.3K | $4.63M | $199.9K | Added$404.2K |
| Waterfront Wealth Inc. | 136.7K | $4.41M | −$156.3K | Cut−$96.1K |
| INTREPID CAPITAL MANAGEMENT INC | 131.9K | $4.25M | $67.1K | Added$419.9K |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 122.6K | $4.13M | $90.7K | Added$1.91M |
| Trailhead Planners LLC | 128K | $4.12M | $69.1K | Added$180.2K |
| TABLEAUX LLC | 124.5K | $4.01M | $15.6K | Added$1.6M |
| MML INVESTORS SERVICES, LLC | 119.6K | $3.85M | $66.4K | Added$26.1K |
| Evanson Asset Management, LLC | 117K | $3.77M | $62.9K | Added$177.9K |
| Archford Capital Strategies, LLC | 115.6K | $3.72M | $60.4K | Added$276.4K |
| Blue Trust, Inc. | 113.2K | $3.65M | $58.1K | Added$332.4K |
| PFG Advisors | 112.1K | $3.61M | $58.3K | Added$285.9K |
| PINNEY & SCOFIELD, INC. | 111.5K | $3.59M | $56.8K | Added$353.8K |
| OneDigital Investment Advisors LLC | 110.9K | $3.57M | $55.4K | Added$410.3K |
| JPMORGAN CHASE & CO | 113K | $3.54M | −$33.3K | Cut−$253.9K |
| Abel Hall, LLC | 106.5K | $3.43M | $59.1K | Added$45.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 106.3K | $3.42M | — | New |
| Friday Financial | 104.5K | $3.37M | $55.8K | Added$180.6K |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 103K | $3.32M | $55.3K | Added$161.6K |
| Tortoise Investment Management, LLC | 102.3K | $3.3M | $56.8K | Added$56.8K |
| Altiora Financial Group, LLC | 102.2K | $3.29M | $56.7K | Added$54.8K |
| Quantinno Capital Management LP | 101.7K | $3.28M | $49.5K | Added$450.6K |
| Sanchez Levi Garrett | 100.8K | $3.25M | — | Held |
| Cerity Partners LLC | 97.8K | $3.15M | — | New |
| RFG Advisory, LLC | 94K | $3.03M | $52.1K | Cut−$13.6M |
| OSAIC HOLDINGS, INC. | 88K | $2.84M | $48K | Cut−$2.27M |
| Austin Asset Management Co Inc | 87.3K | $2.81M | $47.1K | Added$124.2K |
| Orion Porfolio Solutions, LLC | 86.2K | $2.78M | $47.8K | Cut−$850.4K |
| HBE Wealth Management, LLC | 85.9K | $2.77M | $44.1K | Added$246.2K |
| CSP Financial Group, LLC | 84.7K | $2.73M | — | Held |
| Kane Co Wealth Management, Inc. | 83.5K | $2.69M | $42.3K | Added$278.4K |
| JONES FINANCIAL COMPANIES LLLP | 85.1K | $2.67M | −$23.8K | Added$385K |
| Torren Management, LLC | 82.5K | $2.66M | $45.4K | Added$67K |
| RAYMOND JAMES FINANCIAL INC | 81.4K | $2.62M | $38.9K | Added$406.7K |
| Corus Family Wealth Advisors | 80.1K | $2.58M | $38.3K | Added$395.6K |
| DOPKINS WEALTH MANAGEMENT, LLC | 79.3K | $2.56M | $40K | Added$274K |
| Summit Wealth Partners, LLC | 74.6K | $2.4M | $39.5K | Added$148.3K |
| Midwest Heritage Bank, FSB | 74.5K | $2.4M | $38.4K | Added$212.7K |
| WorthPointe, LLC | 74.5K | $2.4M | $24.1K | Added$1.03M |
| DRIVE WEALTH MANAGEMENT, LLC | 73.2K | $2.36M | $35.9K | Added$308.7K |
| NWAM LLC | 71.2K | $2.29M | −$21.4K | Added$149.2K |
| City State Bank | 70.3K | $2.27M | $26.8K | Added$737.1K |
| AA Financial Advisors, LLC | 68.5K | $2.21M | — | New |
| Index Fund Advisors, Inc. | 65.3K | $2.1M | $14.9K | Added$1.25M |
| Integrated Wealth Concepts LLC | 63.3K | $2.04M | $3.9K | Added$1.82M |
| Freedom Investment Management, Inc. | 62.8K | $2.02M | $34.7K | Added$46K |
| Parkwoods Wealth Partners, LLC | 61.7K | $1.99M | $12.6K | Added$1.27M |
| SC&H Financial Advisors, Inc. | 60.5K | $1.95M | $33.5K | Added$35K |
| Glass Jacobson Investment Advisors llc | 60.4K | $1.95M | $30K | Added$232.8K |
| Generations Wealth, LLC | 60.2K | $1.94M | $33.4K | Added$17.3K |
| Sollinda Capital Management LLC | 59.9K | $1.93M | $30.5K | Added$188.9K |
| KEB ASSET MANAGEMENT, LLC | 57.2K | $1.84M | $26.6K | Added$322.1K |
| EverSource Wealth Advisors, LLC | 56.9K | $1.83M | $31.6K | Cut−$189.3K |
| RAM Investment Partners, LLC | 55.7K | $1.79M | $19.8K | Added$666.4K |
| Acorn Wealth Advisors, LLC | 54.3K | $1.75M | $25.3K | Added$304.7K |
| Icahn Capital | 52K | $1.68M | $18.1K | Added$641.5K |
| McCartney Wealth Management LLC | 51.6K | $1.66M | $28.1K | Added$60.7K |
| BluePrint Investing LLC | 51.4K | $1.66M | $27.5K | Added$89.5K |
| Strategent Financial, LLC | 49.6K | $1.6M | $26.2K | Added$105.4K |
| BDFS Capital LLC | 48.7K | $1.57M | $25.6K | Added$110.2K |
| Creative Planning | 48.7K | $1.57M | $15.9K | Added$661.9K |
| Everest Management Corp. | 47.3K | $1.53M | $23.8K | Added$167.8K |
| Dorsey & Whitney Trust CO LLC | 46.1K | $1.49M | $24.5K | Added$87.2K |
| Washington Trust Advisors, Inc. | 45.6K | $1.47M | $25.3K | Cut−$29.1K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 44K | $1.42M | $20K | Added$273.3K |
| STIFEL FINANCIAL CORP | 43.4K | $1.4M | $24.1K | Cut−$13.8K |
| Mraz, Amerine & Associates, Inc. | 43.2K | $1.39M | $24K | Added$15.7K |
| Breakwater Capital Group | 43K | $1.39M | $23.3K | Added$55.8K |
| Everest Financial Group LLC | 40.9K | $1.32M | — | New |
| ASPIRIANT, LLC | 39.9K | $1.29M | $22.1K | Added$22.1K |
| Strategic Investment Solutions, Inc. /IL | 39.4K | $1.27M | $21.7K | Added$29.6K |
| SUTTON PLACE INVESTORS LLC | 38.6K | $1.24M | $21K | Added$41.5K |
| WEALTHSPAN PARTNERS, LLC | 37.3K | $1.2M | $20.7K | Added$17.6K |
| Two West Capital Advisors LLC | 36.1K | $1.19M | $45.4K | Added$77.4K |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 36.6K | $1.18M | $19.9K | Added$41.2K |
| SENTINEL WEALTH MANAGEMENT, INC. | 36K | $1.16M | $20K | Added$20K |
| SIGNATUREFD, LLC | 34.5K | $1.11M | $8.93K | Added$601.3K |
| Belleair Asset Management, LLC | 33.8K | $1.09M | $16.7K | Added$138.6K |
| CHOREO, LLC | 31.9K | $1.03M | $5.61K | Added$580.4K |
| Approach Retirement Advisors, LLC | 30.6K | $986.1K | $16.7K | Added$33.9K |
| Rehmann Capital Advisory Group | 29.3K | $942.9K | $16.2K | Added$15K |
| BROWN ADVISORY INC | 29.2K | $941.1K | $16.2K | Cut−$13.9K |
| MORGAN STANLEY | 28.8K | $926.6K | $16K | Cut−$34K |
| Capital Investment Advisory Services, LLC | 27.5K | $887K | $15.3K | Added$14.6K |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 26.7K | $859.7K | $14.8K | Added$10.8K |
| Simplicity Wealth,LLC | 25.9K | $833.5K | $14.4K | Cut−$60.5K |
| Daner Wealth Management, LLC | 24.4K | $831.2K | −$5.75K | Added$183.3K |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 25.6K | $823.2K | $14.2K | Cut−$61.5K |
| SUMMIT WEALTH GROUP LLC / CO | 25.1K | $809.3K | $13.9K | Cut−$42.6K |
| Investmark Advisory Group LLC | 24.7K | $795K | $13.7K | Cut−$363 |
| CITIGROUP INC | 24.2K | $780.9K | $10.3K | Added$193.7K |
| Empire Financial Management Company, LLC | 24.1K | $775.3K | $12.8K | Added$42.6K |
| BLUEDOOR PRIVATE WEALTH, LLC | 23.9K | $770.5K | $13.3K | Added$13.3K |
| TRUIST FINANCIAL CORP | 23.6K | $761.2K | $13.1K | Cut−$10K |
| Arkadios Wealth Advisors | 23.4K | $753.6K | $4.09K | Added$520.1K |
| FIRETHORN WEALTH PARTNERS, LLC | 22.1K | $711.9K | $12.3K | Cut−$6.37K |
| Vantage Point Financial LLC | 21K | $676.4K | $10.8K | Added$62.6K |
| POINCIANA ADVISORS GROUP, LLC | 20.8K | $669K | $11.5K | Added$10.8K |
| International Private Wealth Advisors LLC | 20.1K | $646.3K | $9.31K | Added$115.7K |
| COGENT STRATEGIC WEALTH LLC | 19.8K | $636.7K | −$17.7K | Cut−$15.8K |
| CARDIFF PARK ADVISORS, LLC | 19.6K | $633K | $10.9K | Added$11.2K |
| Apollon Wealth Management, LLC | 19.1K | $616.8K | $10.6K | Added$11.3K |
| Brookstone Capital Management | 18.8K | $604.2K | $6.57K | Added$229.4K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 17.6K | $580.9K | — | New |
| Balefire, LLC | 17.6K | $568.1K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17.6K | $567.1K | $8.18K | Added$100.6K |
| Ifrah Financial Services, Inc. | 17.5K | $565K | $7.32K | Added$148.2K |
| Clark Asset Management, LLC | 17.5K | $563K | — | New |
| Lauterbach Financial Advisors, LLC | 16.5K | $530.1K | $7.19K | Added$119.3K |
| Rockefeller Capital Management L.P. | 16.1K | $519.6K | $307 | Added$502K |
| NORTHERN TRUST CORP | 16K | $516.9K | $8.41K | Added$36.9K |
| BTG Pactual Asset Management US LLC | 15.9K | $513.1K | — | New |
| Vistica Wealth Advisors, LLC | 15.3K | $494.4K | $8.52K | Added$125 |
| XY Planning Network, Inc. | 15.1K | $493.1K | $7.41K | Added$264.1K |
| Excelsior Advisor Network LLC | 15.3K | $492.6K | $8.27K | Added$21.1K |
| Gemmer Asset Management LLC | 14.1K | $453.9K | $6.06K | Added$107.9K |
| NewEdge Advisors, LLC | 182K | $449.3K | −$5.31M | Cut−$6.81M |
| Fidelity | 13.9K | $446.7K | $5.37K | Added$140.3K |
| Landing Point Financial Group, LLC | 13.7K | $442.8K | $7.48K | Added$15.7K |
| GREAT VALLEY ADVISOR GROUP, INC. | 13.8K | $442.7K | $5.78K | Added$78.4K |
| Triad Wealth Partners, LLC | 13.6K | $439.2K | $6.51K | Added$68.5K |
| Tranquility Partners, LLC | 13.3K | $432.6K | $11.6K | Added$22.7K |
| Bedel Financial Consulting, Inc. | 12.9K | $415.7K | $5.11K | Added$124.8K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12.8K | $413.6K | $3.8K | Added$196.2K |
| Cascade Wealth Advisors, Inc | 11.7K | $400.4K | $8.63K | Added$9.35K |
| GEM Asset Management, LLC | 11.9K | $383.3K | −$1.44K | Cut−$2.96K |
| Root Financial Partners, LLC | 11.8K | $381.1K | $62 | Added$378.5K |
| GTS SECURITIES LLC | 11.7K | $378.2K | $6.51K | Cut−$44.8K |
| RCS Financial Planning, LLC | 11.4K | $367.3K | $6.31K | Cut−$131.7K |
| FORTERIS WEALTH MANAGEMENT INC. | 10.9K | $349.9K | $6.03K | Added$2.42K |
| Westmount Partners, LLC | 10.8K | $349.6K | — | New |
| Innovative Asset Advisors Group, LLC | 10.8K | $348.6K | — | Held |
| Donalies Financial Planning, LLC | 10.8K | $347.1K | $5.96K | Added$6.77K |
| Steward Partners Investment Advisory, LLC | 10.7K | $345.9K | $5.35K | Added$40.8K |
| Advisory Services Network, LLC | 10.6K | $341.2K | $5.65K | Added$18.5K |
| Unison Advisors LLC | 10.6K | $340.5K | $5.83K | Added$6.99K |
| Global Trust Asset Management, LLC | 10.5K | $337.5K | $5.81K | Added$5.81K |
| Pasadena Private Wealth, LLC | 10.2K | $330.2K | — | New |
| Caprock Group, LLC | 10.2K | $329.8K | $5.68K | Added$2.04K |
| Canvas Wealth Advisors, LLC | 10K | $323K | — | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9.87K | $321.2K | $1.35K | Added$48.6K |
| Aerodigm Wealth, LLC | 9.89K | $318.7K | $5.23K | Added$20.5K |
| TCFG WEALTH MANAGEMENT, LLC | 9.7K | $312.6K | $5.39K | Added$547 |
| TCFG Investment Advisors, LLC | 9.7K | $312.6K | — | Held |
| Global Financial Private Client, LLC | 9.62K | $309.9K | — | New |
| DOVER ADVISORS, LLC | 9.45K | $304.5K | $5.25K | Cut−$6.76K |
| ELEVATE WEALTH ADVISORY, INC | 9.34K | $300.9K | $4.23K | Added$59.7K |
| Ausdal Financial Partners, Inc. | 9.29K | $299.3K | $5.16K | Added$5.16K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9.26K | $298.4K | $5.14K | Cut−$47.2K |
| Mattern Wealth Management LLC | 9.22K | $297K | $5.12K | Added$5.12K |
| Summit Financial, LLC | 9.12K | $293.9K | $3.91K | Added$70.8K |
| GeoWealth Management, LLC | 8.8K | $283.7K | — | New |
| Ballast Rock Private Wealth LLC | 8.67K | $279.3K | $4.82K | Cut−$6.61K |
| Wedmont Private Capital | 8.22K | $277.5K | — | New |
| Noble Family Wealth, LLC | 8.54K | $275.3K | $4.74K | Cut−$28.3K |
| MATAURO, LLC | 8.46K | $272.7K | $4.68K | Added$5.78K |
| TRANSCEND CAPITAL ADVISORS, LLC | 8.36K | $269.4K | $4.41K | Added$17.8K |
Who left
- Wealthcare Advisory Partners LLC$2.09M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.73M
- Quadrature Capital Ltd$1.04M
- AXXCESS WEALTH MANAGEMENT, LLC$643.6K
- Laird Norton Wetherby Trust Company, LLC$538.6K
- Diversify Advisory Services, LLC$506.4K
- CGN Advisors LLC$382.4K
- Zhang Financial LLC$217.2K
- SCRATCH CAPITAL LLC$202.8K
- US BANCORP \DE\$95.8K
- Wealth Watch Advisors, INC$14.1K
- Quent Capital, LLC$5.1K
- Spurstone Advisory Services, LLC$2.12K
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.