Stock
Reported value
$10.4B
Holders
604
+72 new · −21 exited
Holders’ est. mark
$300.1M
Price effect on 239 books still in the name
Largest holder
$1.37B
MERCER GLOBAL ADVISORS INC /ADV
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $5.69M
- Citadel0.0% · $11.4M
- Fidelity0.0% · $616.8K
- Renaissance Technologies0.0% · $305.6K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 38.5M | $1.37B | $39.6M | Added$91.5M |
| Forum Financial Management, LP | 16.2M | $576.4M | $17.4M | Added$6.54M |
| ENVESTNET ASSET MANAGEMENT INC | 5.44M | $193.1M | $4.95M | Added$33.6M |
| Apella Capital, LLC | 4.55M | $172.9M | $15.1M | Added$24.8M |
| JMG Financial Group, Ltd. | 4.79M | $170.1M | $4.74M | Added$17.3M |
| Greenspring Advisors, LLC | 4.47M | $158.7M | $4.78M | Added$4.26M |
| HighTower Advisors, LLC | 4.32M | $153.4M | $4.62M | Cut−$23.2M |
| RW Investment Management LLC | 4.23M | $150.5M | — | Held |
| Summit Financial Strategies, Inc. | 3.89M | $138.1M | $4.15M | Added$4.59M |
| Plancorp, LLC | 3.5M | $130.7M | $8.94M | Added$24.1M |
| AWM CAPITAL, LLC | 3.52M | $124.9M | $3.76M | Added$3.49M |
| LPL Financial LLC | 3.51M | $124.7M | $3.68M | Added$6.27M |
| Cannon Financial Strategists, Inc. | 3.46M | $122.8M | $3.7M | Added$3.77M |
| Sageworth Trust Co | 3.23M | $114.7M | $3.45M | Added$3.34M |
| Focus Partners Wealth | 3.19M | $113.4M | $3.41M | Added$3.49M |
| MASECO LLP | 3.17M | $112.6M | $3.11M | Added$13.4M |
| Symmetry Partners, LLC | 2.83M | $100.5M | $2.91M | Added$6.7M |
| JANE STREET GROUP, LLC | 2.73M | $96.9M | — | New |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 2.61M | $92.8M | $2.79M | Cut−$5.5M |
| Pathstone Holdings, LLC | 2.6M | $92.5M | $2.79M | Cut−$508.5K |
| Beacon Pointe Advisors, LLC | 2.6M | $92.2M | $2.74M | Added$4.05M |
| Kestra Investment Management, LLC | 2.56M | $90.9M | $2.69M | Added$4.35M |
| WPWealth LLP | 2.52M | $89.5M | $2.7M | Added$2.68M |
| Annex Advisory Services, LLC | 2.46M | $87.5M | $2.63M | Added$787.6K |
| Asset Dedication, LLC | 2.41M | $85.6M | $2.58M | Cut−$1.25M |
| Aspen Capital Management, LLC | 2.28M | $80.9M | $2.43M | Added$2.68M |
| Rather & Kittrell, Inc. | 2.26M | $80.3M | $2.39M | Added$3.51M |
| Rockbridge Investment Management, LCC | 2.19M | $77.7M | $2.34M | Added$2.32M |
| Elser Financial Planning, Inc | 2.17M | $77.2M | — | New |
| BRIGHTON JONES LLC | 2.08M | $73.9M | $2.16M | Added$4.25M |
| OneDigital Investment Advisors LLC | 2.07M | $73.7M | $2.19M | Added$3.13M |
| Hill Investment Group Partners, LLC | 2.04M | $72.5M | $2.17M | Added$2.47M |
| Syverson Strege & Co | 2.03M | $72.1M | $2.17M | Added$898.1K |
| Baird Financial Group, Inc. | 1.97M | $69.9M | $2.1M | Added$2.32M |
| Truepoint, Inc. | 1.96M | $69.6M | $2.1M | Cut−$1.31M |
| Leading Edge Financial Planning LLC | 1.96M | $69.5M | $1.98M | Added$5.78M |
| SJS Investment Consulting Inc. | 1.96M | $69.5M | $2.02M | Added$4.36M |
| Miramar Fiduciary Corp | 1.92M | $68.1M | $2.05M | Cut−$3.74M |
| Moss Adams Wealth Advisors LLC | 1.86M | $66.2M | $1.92M | Added$4.43M |
| Rockwood Wealth Management, LLC | 1.77M | $63M | $1.86M | Added$3.01M |
| Vestmark Advisory Solutions, Inc. | 1.74M | $61.7M | $1.33M | Added$18.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.58M | $56.2M | $1.6M | Added$4.84M |
| Kooman & Associates | 1.57M | $55.8M | $1.68M | Added$854K |
| Catalyst Capital Advisors LLC | 1.55M | $55M | $1.56M | Added$4.9M |
| Millburn Ridgefield LLC /DE/ | 1.55M | $55M | $1.56M | Added$4.9M |
| Financial Plan, Inc. | 1.52M | $53.9M | $1.51M | Added$5.3M |
| BANK OF AMERICA CORP /DE/ | 1.46M | $52M | $1.3M | Added$9.99M |
| Tencap Wealth Coaching, LLC | 1.46M | $52M | $1.57M | Added$148.5K |
| DecisionPoint Financial, LLC | 1.42M | $50.4M | $1.49M | Added$2.57M |
| Aspen Wealth Management LLC | 1.4M | $49.6M | $1.48M | Added$2.07M |
| Mariner, LLC | 1.39M | $49.4M | $1.39M | Added$4.4M |
| DiNuzzo Private Wealth, Inc. | 1.39M | $49.2M | $1.48M | Added$1.26M |
| Stordahl Capital Management, Inc. | 1.36M | $48.4M | $1.46M | Added$62.7K |
| Henrickson Nauta Wealth Advisors, Inc. | 1.34M | $47.6M | $482.5K | Cut−$40.2M |
| Eaton-Cambridge Inc. | 1.27M | $45.2M | $1.35M | Added$1.86M |
| Verisail Partners, LLC | 1.26M | $44.8M | $1.35M | Added$504.1K |
| Your Advocates Ltd., LLP | 1.25M | $44.4M | $1.3M | Added$2.49M |
| Savant Capital, LLC | 1.25M | $44.3M | $1.34M | Added$7.74K |
| RS CRUM INC. | 1.16M | $41.3M | $1.24M | Added$650.6K |
| Alpha Financial Advisors, LLC | 1.16M | $41.2M | $1.24M | Added$540.7K |
| AdvisorNet Financial, Inc | 1.15M | $40.9M | $1.18M | Added$2.97M |
| Burton Enright Welch | 1.14M | $40.6M | $1.19M | Added$2.26M |
| EnRich Financial Partners LLC | 1.12M | $39.8M | $1.18M | Added$1.7M |
| HILL ISLAND FINANCIAL LLC | 1.1M | $39M | $1.15M | Added$1.78M |
| American Trust | 1.09M | $38.7M | $1.07M | Added$4.2M |
| Ullmann Wealth Partners Group, LLC | 1.08M | $38.4M | $2.81M | Added$275.4K |
| BCU Wealth Advisors, LLC | 1.07M | $38.1M | $1.15M | Added$784.4K |
| ARK & TLK INVESTMENTS, LLC | 1.06M | $37.8M | $1.08M | Added$3.1M |
| True Wealth Design, LLC | 1.06M | $37.7M | $1.12M | Added$1.61M |
| CAPSTONE CAPITAL LLC | 1.05M | $37.4M | $1.13M | Added$766.5K |
| Straight Path Wealth Management | 1.04M | $37.1M | $1.06M | Added$2.82M |
| Focus Partners Advisor Solutions, LLC | 1.04M | $36.9M | $1.05M | Added$3.06M |
| Pine Harbor Wealth Management, LLC | 1.02M | $36.2M | $945.3K | Added$5.72M |
| Trust Co of the South | 1.01M | $36M | $1.08M | Added$1.16M |
| Mattern Wealth Management LLC | 982.3K | $34.9M | $1.04M | Added$1.51M |
| United Wealth Management, LLC | 979.6K | $34.8M | $1.03M | Added$1.58M |
| Tassel Capital Management, Inc. | 970.1K | $34.5M | $1.02M | Added$1.75M |
| BURNEY CO/ | 967.6K | $34.4M | $955K | Added$3.62M |
| SC&H Financial Advisors, Inc. | 963.8K | $34.2M | $1.01M | Added$1.83M |
| Financial Engines Advisors L.L.C. | 949.9K | $33.7M | $1.02M | Added$579.7K |
| MJP ASSOCIATES INC /ADV | 949.5K | $33.7M | — | New |
| Advisor OS, LLC | 946.8K | $33.6M | — | New |
| Pinnacle Financial Group, LLC / IL | 916.9K | $32.6M | $924.2K | Added$2.81M |
| Krilogy Financial LLC | 862K | $32.4M | $1.02M | Added$1.34M |
| ACORN CREEK CAPITAL LLC | 900.5K | $32M | $963.6K | Cut−$2.72K |
| Freedom Investment Management, Inc. | 872.8K | $31M | $933.8K | Cut−$1.31M |
| Bridgewater Advisors Inc. | 778.8K | $29.7M | $1.8M | Cut−$1.86M |
| Integrity Advisory Solutions, LLC | 822.9K | $29.2M | $828.6K | Added$2.55M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 806K | $28.6M | $862.4K | Cut−$109K |
| Rachor Investment Advisory Services, LLC | 800.2K | $28.4M | $856.3K | Cut−$698.1K |
| Evanson Asset Management, LLC | 798.9K | $28.4M | $854.8K | Added$829.4K |
| Quantum Financial Planning Services, Inc. | 795.8K | $28.3M | $826.6K | Added$1.65M |
| Lutz Financial Services LLC | 790.6K | $28.1M | $846K | Added$823.2K |
| Hurlow Wealth Management Group, Inc. | 776.5K | $27.6M | $759.8K | Added$3.12M |
| Discipline Wealth Solutions, LLC | 755.9K | $26.9M | $327.7K | Added$16.3M |
| HTG Investment Advisors, Inc. | 743.7K | $26.4M | $779.3K | Added$1.33M |
| Sensible Money, LLC | 724.1K | $25.7M | $696.5K | Added$3.3M |
| Kestra Advisory Services, LLC | 712K | $25.3M | $678.7K | Added$3.44M |
| Arax Advisory Partners | 711.1K | $25.3M | $764K | Cut−$2.45M |
| VeraBank, N.A. | 709.2K | $25.2M | $722.9K | Added$1.92M |
| RAYMOND JAMES FINANCIAL INC | 706.8K | $25.1M | $578.3K | Added$6.49M |
| SwitchPoint Financial Planning, LLC | 703.1K | $25M | $723.2K | Added$1.69M |
| Corient Private Wealth LLC | 702.2K | $24.9M | $751.3K | Cut−$563.8K |
| Integrated Wealth Concepts LLC | 697.3K | $24.8M | $684.1K | Added$2.74M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 687K | $24.4M | $656.1K | Added$3.28M |
| Cambridge Financial Group, LLC | 683.7K | $24.3M | $5.89M | Added$5.97M |
| EP Wealth Advisors, LLC | 668.8K | $23.8M | $715.6K | Added$547.5K |
| INTEGRITY ALLIANCE, LLC. | 662.3K | $23.5M | $708.7K | Added$627.7K |
| Concurrent Investment Advisors, LLC | 650.3K | $23.1M | — | New |
| Efficient Advisors, LLC | 646.2K | $23M | $691.4K | Cut−$17.4M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 636.5K | $22.6M | $662.1K | Added$1.29M |
| Blume Capital Management, Inc. | 635.1K | $22.6M | $679.5K | Cut−$217.6K |
| Chicago Partners Investment Group LLC | 604.4K | $22.5M | $570.8K | Added$1.39M |
| Creative Planning | 628.6K | $22.3M | $558.6K | Added$4.34M |
| Burk Holdings LLC | 623.5K | $22.2M | $653.8K | Added$1.1M |
| Great Waters Wealth Management | 621K | $22.1M | $664.5K | Cut−$1.88M |
| Vannoy Advisory Group, Inc. | 618.3K | $22M | $661.6K | Added$426.3K |
| Passive Capital Management, LLC. | 607.9K | $21.6M | $599.7K | Added$2.29M |
| New Dimensions Wealth Management, LLC | 596.5K | $21.2M | $638.2K | Cut−$289.2K |
| AIRE ADVISORS, LLC | 593.6K | $21.1M | $627.9K | Added$869.8K |
| Private Wealth Management Group, LLC | 580.8K | $20.6M | $621.4K | Added$87.6K |
| JPMORGAN CHASE & CO | 597.7K | $20.6M | $18K | Cut−$313K |
| STUDIO INVESTMENT MANAGEMENT LLC | 578.8K | $20.6M | $619.3K | Added$417.5K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 574K | $20.4M | $614.2K | Added$441.1K |
| Hippocratic Financial Advisors, LLC | 573.8K | $20.4M | $603.9K | Added$939.2K |
| Versant Capital Management, Inc | 564.4K | $20.1M | $566.8K | Added$1.8M |
| Vestment Financial LLC | 520.5K | $19.7M | $1.25M | Added$1.63M |
| Wealthcare Advisory Partners LLC | 550.2K | $19.5M | $588.7K | Cut−$6.57M |
| Cypress Point Wealth Management, LLC | 549.9K | $19.5M | $537K | Added$2.24M |
| Pillar Financial Advisors, LLC | 542.1K | $19.3M | $567.6K | Added$980.6K |
| Wealth Advisors Northwest LLC | 540.4K | $19.2M | $555.3K | Added$1.31M |
| EverSource Wealth Advisors, LLC | 526.5K | $18.7M | $512.1K | Added$2.22M |
| SCRATCH CAPITAL LLC | 525.9K | $18.7M | $472.9K | Added$3.45M |
| QUARRY HILL ADVISORS, LLC | 487.6K | $18.5M | $1.68M | Added$2.09M |
| Heritage Investment Group, Inc. | 518.7K | $18.4M | $539.1K | Added$1.07M |
| BCO Wealth Management LLC | 518.1K | $18.4M | $553.6K | Added$577.3K |
| Farther Finance Advisors, LLC | 507.7K | $18.3M | $622.5K | Added$4.99M |
| VESTIA PERSONAL WEALTH ADVISORS | 574.8K | $18.2M | −$2M | Added$759.5K |
| XY Planning Network, Inc. | 502.3K | $18.1M | $770.6K | Added$1.62M |
| AA Financial Advisors, LLC | 509.9K | $18.1M | $96.4K | Added$15M |
| Mills Wealth Advisors LLC | 508.3K | $18.1M | $532.8K | Added$899.1K |
| JFS WEALTH ADVISORS, LLC | 503.7K | $17.9M | $470.7K | Added$2.74M |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | 498.9K | $17.7M | $415.8K | Added$4.34M |
| Gemmer Asset Management LLC | 498.4K | $17.7M | $510.2K | Added$1.28M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 494.7K | $17.6M | $529.4K | Cut−$2.1M |
| Orion Porfolio Solutions, LLC | 485.9K | $17.3M | $519.9K | Cut−$162.3K |
| LifeGuide Financial Advisors, LLC | 476.9K | $16.9M | $324.4K | Added$1.48M |
| TFO Wealth Partners, LLC | 476.2K | $16.9M | $250.5K | Added$8.85M |
| Hills Bank & Trust Co | 460.1K | $16.3M | $375.2K | Added$4.26M |
| Ruedi Wealth Management, Inc. | 458.8K | $16.3M | $490.9K | Cut−$325K |
| Applied Capital LLC | 457.7K | $16.3M | $489.8K | Added$300.1K |
| Hiley Hunt Wealth Management | 455.9K | $16.2M | $480.3K | Added$732K |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 451.2K | $16M | $482.8K | Added$413.1K |
| LIBERTY WEALTH MANAGEMENT LLC | 439.1K | $15.6M | $471.6K | Added$162.2K |
| Financial Symmetry Inc | 416.1K | $15.6M | $1.07M | Added$3.18M |
| Foundry Financial LLC | 437.9K | $15.6M | $401K | Added$2.64M |
| Pacific Asset Management, LLC | 436.2K | $15.5M | $465.6K | Added$504.6K |
| Austin Asset Management Co Inc | 434.5K | $15.4M | $464.9K | Added$443.6K |
| Watchman Group, Inc. | 432.7K | $15.4M | $453.3K | Added$775K |
| Fort Vancouver Investment Management, LLC | 417.1K | $14.8M | $436.8K | Added$751.3K |
| CLIENT 1ST ADVISORY GROUP, LLC | 413.3K | $14.7M | $442.2K | Added$221.5K |
| GeoWealth Management, LLC | 397.8K | $14.1M | $403.9K | Added$1.12M |
| American Investment Services, Inc. | 397.6K | $14.1M | $414.4K | Added$779.1K |
| SageOak Financial, LLC | 384.3K | $13.7M | $411.2K | Added$49.8K |
| Tillman Hartley LLC | 384K | $13.6M | $404.2K | Added$623.7K |
| Geneos Wealth Management Inc. | 381.8K | $13.6M | $386.8K | Added$1.11M |
| B&D White Capital Company, LLC | 381K | $13.5M | $359.5K | Added$1.96M |
| Signature Resources Capital Management, LLC | 369.9K | $13.1M | $374.4K | Added$1.08M |
| Vantage Point Financial LLC | 366.9K | $13M | $392.6K | Cut−$1.2M |
| Financial Harvest, LLC | 360.6K | $12.8M | $371K | Added$861.1K |
| Ridgeline Wealth, LLC | 354.5K | $12.6M | $373.3K | Added$572.2K |
| American Capital Advisory, LLC | 353.1K | $12.5M | $333.9K | Added$1.79M |
| OSAIC HOLDINGS, INC. | 349.8K | $12.4M | $373.5K | Cut−$9.65M |
| Stratos Investment Management, LLC | 349.2K | $12.4M | $364.9K | Added$653.7K |
| Plum Street Advisors, LLC | 347.9K | $12.4M | $308.2K | Added$2.43M |
| Abel Hall, LLC | 346.2K | $12.3M | $368.9K | Added$416.8K |
| Physician Wealth Solutions Inc. | 343.3K | $12.2M | $367.3K | Added$318.3K |
| Hutchens & Kramer Investment Management Group, LLC | 342.7K | $12.2M | $366.6K | Added$366.3K |
| KFG WEALTH MANAGEMENT, LLC | 335.6K | $11.9M | $333.3K | Added$1.19M |
| Cravens & Co Advisors, LLC | 329.5K | $11.7M | $32.6K | Added$167.2K |
| CARDIFF PARK ADVISORS, LLC | 321.5K | $11.4M | $338.1K | Added$534.2K |
| Citadel | 321.5K | $11.4M | — | New |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 320.6K | $11.4M | $318.4K | Added$1.14M |
| RFG Advisory, LLC | 317.5K | $11.3M | — | New |
| Sterling Wealth Advisors Inc | 296.3K | $11.2M | $1M | Added$987.6K |
| Sensenig Capital Advisors, Inc | 308K | $10.9M | $329.6K | Cut−$464.8K |
| RCS Financial Planning, LLC | 303.9K | $10.8M | $325.1K | Added$63K |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 286.2K | $10.7M | $623.9K | Added$583K |
| Savvy Advisors, Inc. | 292.9K | $10.4M | $313.5K | Added$164K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 292.3K | $10.4M | — | New |
| Forvis Mazars Wealth Advisors, LLC | 282.1K | $10M | $301.8K | Cut−$850.7K |
| FMB WEALTH MANAGEMENT | 279.6K | $9.93M | $279K | Added$947.3K |
| North Ridge Wealth Advisors, Inc. | 268K | $9.52M | $286.8K | Cut−$179.9K |
| Wheels Up Wealth, Inc. | 260K | $9.24M | $278.3K | Added$184.4K |
| Rehmann Capital Advisory Group | 258.8K | $9.2M | $276.9K | Cut−$45.4K |
| PENOBSCOT WEALTH MANAGEMENT | 246K | $8.74M | $253.4K | Added$581.5K |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 245.6K | $8.73M | $262.8K | Added$250.5K |
| CSP Financial Group, LLC | 232.7K | $8.27M | — | Held |
| Merit Financial Group, LLC | 230.2K | $8.18M | $21.4K | Added$7.49M |
| Five Oceans Advisors | 228.7K | $8.12M | $244.6K | Cut−$16.8K |
| ROBINSON SMITH WEALTH ADVISORS LLC | 225.8K | $8.02M | $103.1K | Added$4.7M |
| KEB ASSET MANAGEMENT, LLC | 222.3K | $7.9M | $211.8K | Added$1.08M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 214.8K | $7.7M | $64.9K | Added$4.34M |
| GRAND WEALTH MANAGEMENT, LLC | 216.6K | $7.7M | $231.8K | Cut−$330.4K |
| Capstone Wealth Management, Inc. | 211.9K | $7.63M | $249.7K | Added$905.5K |
| Prospect Financial Group LLC | 205.2K | $7.29M | $219.6K | Added$50.2K |
| Sageworth Trust Co of South Dakota | 204.5K | $7.27M | $218.9K | Added$125.1K |
| Clearstead Advisors, LLC | 200K | $7.11M | — | New |
| Kane Co Wealth Management, Inc. | 197.3K | $7.01M | $207.7K | Added$320.1K |
| WorthPointe, LLC | 196K | $6.97M | $202.4K | Added$445.8K |
| JDH Wealth Management, LLC | 186K | $6.61M | $199K | Cut−$29.3K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 184.8K | $6.57M | $197.7K | Added$98.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 184.7K | $6.56M | $179K | Added$799.3K |
| VISTA CAPITAL PARTNERS, INC. | 181.7K | $6.46M | $175.8K | Added$794.8K |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | 180.3K | $6.41M | $169.4K | Added$951.2K |
| Apollon Wealth Management, LLC | 180K | $6.39M | $192.6K | Added$125.5K |
| HEFFERNAN ADVISORY, INC | 177.2K | $6.3M | $176.8K | Added$601.2K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 172.4K | $6.12M | $149.7K | Added$1.3M |
| BDFS Capital LLC | 171.7K | $6.1M | $175.5K | Added$448.9K |
| Allworth Financial LP | 171.6K | $6.1M | $62.1K | Added$4.1M |
| Rialto Wealth Management, LLC | 171.1K | $6.08M | $183.1K | Added$150.6K |
| Tilson Financial Group, Inc. | 170.1K | $6.04M | $182K | Cut−$118.6K |
| Austin Wealth Management, LLC | 163.4K | $5.9M | $153.6K | Cut−$3.41M |
| Estate Counselors, LLC | 165.9K | $5.89M | $177.5K | Added$158.6K |
| Triad Wealth Partners, LLC | 164.3K | $5.84M | $165.9K | Added$493.7K |
| SHUFRO ROSE & CO LLC | 163.5K | $5.81M | $152.4K | Added$900.3K |
| MONOGRAPH WEALTH ADVISORS, LLC | 162.7K | $5.78M | $170.7K | Added$285.6K |
| Sowell Financial Services LLC | 160.3K | $5.7M | $169.4K | Added$240.2K |
| Icahn Capital | 160.2K | $5.69M | $145.2K | Added$1.02M |
| Porter White Investment Advisors, Inc. | 159.2K | $5.66M | $168.7K | Added$222.6K |
| Strategent Financial, LLC | 158.1K | $5.62M | $153K | Added$687.7K |
| Ponta Wealth Partners, LLC | 157.1K | $5.58M | $103.9K | Added$2.23M |
| Coyle Financial Counsel LLC | 154.3K | $5.48M | $165.1K | Added$94.9K |
| MML INVESTORS SERVICES, LLC | 153.7K | $5.46M | $157K | Added$408.1K |
| FIDUCIARY FINANCIAL GROUP, LLC | 151.7K | $5.39M | $139.4K | Added$899.9K |
| Longview Financial Advisors LLC | 150.5K | $5.35M | $157.7K | Added$269.5K |
| Ariadne Wealth Management, LP | 150.1K | $5.33M | −$326.7K | Cut−$319.9K |
| Family Office Research LLC | 149.8K | $5.32M | $145.3K | Added$35.1K |
| PCA Investment Advisory Services Inc. | 146.5K | $5.21M | $13.8K | Added$4.76M |
| CITIGROUP INC | 146.5K | $5.2M | $85.4K | Added$2.45M |
| GEM Asset Management, LLC | 144.9K | $5.15M | $39.4K | Added$1.86M |
| Archford Capital Strategies, LLC | 142.8K | $5.07M | $150.8K | Added$218.9K |
| Index Fund Advisors, Inc. | 139.2K | $4.95M | $41.5K | Added$3.61M |
| TCI Wealth Advisors, Inc. | 139.1K | $4.94M | $121.4K | Added$1.03M |
| Corus Family Wealth Advisors | 137.6K | $4.89M | $124.5K | Added$879.6K |
| Sprinkle Financial Consultants LLC | 136.5K | $4.85M | $145.7K | Added$159.2K |
| Parkwoods Wealth Partners, LLC | 134.2K | $4.77M | $124.9K | Added$744.8K |
| Security Financial Services, INC. | 133.6K | $4.75M | $135.4K | Added$384.5K |
| Moisand Fitzgerald Tamayo, LLC | 132.6K | $4.71M | $141.8K | Added$57.3K |
| Cerity Partners LLC | 132.4K | $4.7M | $13.1K | Added$4.28M |
Who left
- AXXCESS WEALTH MANAGEMENT, LLC$3.54M
- BROWN BROTHERS HARRIMAN & CO$1.42M
- Solutions 4 Wealth, Ltd$1.24M
- Balance Wealth, LLC$934.7K
- Quadrature Capital Ltd$795.1K
- Westwood Wealth Management$475.6K
- Envestnet Portfolio Solutions, Inc.$432K
- BOYUM WEALTH ARCHITECTS LLC$348.3K
- AlphaStar Capital Management, LLC$337.4K
- LJI Wealth Management, LLC$330.9K
- AMERIPRISE FINANCIAL INC$316.4K
- GTS SECURITIES LLC$304.9K
- Ameritas Advisory Services, LLC$279.3K
- Capital Asset Advisory Services LLC$246.7K
- QRG CAPITAL MANAGEMENT, INC.$205.4K
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.