Stock
Reported value
$5.41B
Holders
549
+59 new · −17 exited
Holders’ est. mark
$302.5M
Price effect on 235 books still in the name
Largest holder
$661.5M
Savant Capital, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $3.13M
- Icahn Capital0.0% · $3.32M
- Citadel0.0% · $723.9K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Savant Capital, LLC | 18.9M | $661.5M | $34.6M | Added$132.5M |
| Corient Private Wealth LLC | 7.34M | $257M | $15.6M | Added$17M |
| MATHER GROUP, LLC. | 6.57M | $230.1M | $14.1M | Added$12.5M |
| JMG Financial Group, Ltd. | 6.19M | $216.9M | $12.5M | Added$25.1M |
| Focus Partners Wealth | 4.5M | $157.7M | $9.27M | Added$15.9M |
| Cerity Partners LLC | 4.31M | $150.9M | $8.18M | Added$25.7M |
| Cetera Investment Advisers | 3.89M | $136.3M | $5.18M | Added$57M |
| RITHOLTZ WEALTH MANAGEMENT | 3.86M | $135.2M | $7.78M | Added$16.2M |
| EXENCIAL WEALTH ADVISORS, LLC | 2.8M | $98M | $4.44M | Added$30.1M |
| Modera Wealth Management, LLC | 2.76M | $96.8M | $5.72M | Added$9.33M |
| Index Fund Advisors, Inc. | 2.76M | $96.8M | $5.5M | Added$12.7M |
| Pathstone Holdings, LLC | 2.75M | $96.5M | $5.92M | Added$5.14M |
| ENVESTNET ASSET MANAGEMENT INC | 2.29M | $80.2M | $4.46M | Added$12M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 2.23M | $78.1M | $4.72M | Added$5.98M |
| Creative Planning | 2.21M | $77.5M | $4.49M | Added$8.88M |
| LPL Financial LLC | 2.21M | $77.5M | $4.54M | Added$8.14M |
| Focus Partners Advisor Solutions, LLC | 2.11M | $73.9M | $4.13M | Added$10.4M |
| Arista Wealth Management, LLC | 2.1M | $73.7M | $4.47M | Added$5.32M |
| RAYMOND JAMES FINANCIAL INC | 1.94M | $68.1M | $3.99M | Added$7.01M |
| BANK OF AMERICA CORP /DE/ | 1.57M | $55.1M | $3.38M | Added$3.46M |
| Vestmark Advisory Solutions, Inc. | 1.49M | $52.1M | $3.08M | Added$4.93M |
| EP Wealth Advisors, LLC | 1.42M | $49.8M | $3.05M | Cut−$818.1K |
| DiNuzzo Private Wealth, Inc. | 1.35M | $47.2M | $2.9M | Added$2.75M |
| Truepoint, Inc. | 1.34M | $47M | $2.87M | Added$3.02M |
| Evanson Asset Management, LLC | 1.11M | $39.1M | $2.21M | Added$5.27M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 998K | $35M | $2.12M | Added$2.6M |
| BANK OF MONTREAL /CAN/ | 990.6K | $34.7M | $2.05M | Added$3.33M |
| Leading Edge Financial Planning LLC | 969.3K | $34M | $1.99M | Added$3.57M |
| Stordahl Capital Management, Inc. | 909.8K | $31.9M | $1.96M | Added$1.25M |
| Elser Financial Planning, Inc | 911.8K | $31.8M | — | New |
| Seaside Wealth Management, Inc. | 901.5K | $31.6M | $1.91M | Added$2.39M |
| United Wealth Management, LLC | 899.2K | $31.5M | $1.9M | Added$2.44M |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 853.3K | $30.8M | $1.66M | Cut−$35.8K |
| Allworth Financial LP | 870.7K | $30.5M | $948.2K | Added$16M |
| HARBOUR INVESTMENTS, INC. | 866.6K | $30.4M | $1.47M | Added$7.84M |
| Integrity Advisory Solutions, LLC | 863.6K | $30.3M | $1.71M | Added$4.08M |
| NORTHERN TRUST CORP | 848.6K | $29.7M | $1.41M | Added$8.11M |
| Beacon Pointe Advisors, LLC | 815.6K | $28.6M | $1.75M | Cut−$1.44M |
| HighTower Advisors, LLC | 786.3K | $27.6M | $1.69M | Cut−$1.43M |
| OSAIC HOLDINGS, INC. | 780.5K | $27.4M | $1.68M | Cut−$4.34M |
| Hassell Wealth Management, LLC | 762.7K | $26.7M | $90.2K | Added$475.5K |
| Sequoia Financial Advisors, LLC | 732.4K | $25.7M | $1.57M | Added$1.07M |
| INTEGRITY ALLIANCE, LLC. | 705.6K | $24.7M | $1.5M | Added$1.82M |
| Zhang Financial LLC | 702.2K | $24.6M | $1.37M | Added$3.71M |
| Diversified Portfolios, Inc. | 695.4K | $24.4M | $1.39M | Added$3.13M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 689.5K | $24.3M | $703.3K | Cut−$9.23M |
| Rather & Kittrell, Inc. | 690.6K | $24.2M | $1.46M | Added$1.79M |
| ROYAL BANK OF CANADA | 674.9K | $23.6M | $1.18M | Added$5.61M |
| Retirement Solution LLC | 657.5K | $23M | $1.4M | Added$1.56M |
| COMMONWEALTH EQUITY SERVICES, LLC | 650.2K | $22.8M | $1.4M | Added$1.21M |
| OneDigital Investment Advisors LLC | 625.6K | $21.9M | $1.29M | Added$2.17M |
| CWM, LLC | 620.9K | $21.8M | $19.3M | Added$21.7M |
| Safeguard Investment Advisory Group, LLC | 611.3K | $21.4M | $1.31M | Cut−$99.9K |
| Chicago Partners Investment Group LLC | 572.5K | $21.3M | $1.16M | Added$1.83M |
| Integris Wealth Management, LLC | 598.4K | $21M | $1.29M | Added$963.7K |
| Wealth Dimensions Group, Ltd. | 581.3K | $20.4M | $1.19M | Added$2.1M |
| Krilogy Financial LLC | 557.3K | $20.3M | $791.3K | Added$433.9K |
| Wealth Advisors Northwest LLC | 550.3K | $19.3M | $1.13M | Added$2.03M |
| Root Financial Partners, LLC | 521.2K | $18.3M | $1.12M | Cut−$2.04M |
| Alpha Financial Advisors, LLC | 516.3K | $18.1M | $1.11M | Added$663.8K |
| Equita Financial Network, Inc. | 502.7K | $17.6M | $1.08M | Cut−$1.81M |
| Perigon Wealth Management, LLC | 488K | $17.1M | $984K | Added$2.05M |
| Geneos Wealth Management Inc. | 486K | $17M | $1.04M | Added$816.3K |
| Clarity Wealth Development LLC | 480.4K | $16.8M | $974.7K | Added$1.92M |
| Well Done, LLC | 468.3K | $16.4M | $921.7K | Added$2.31M |
| Foundation Wealth Management, LLC\PA | 463.4K | $16.2M | $860.1K | Added$3.08M |
| Farther Finance Advisors, LLC | 457K | $16M | $901.4K | Added$2.69M |
| Apella Capital, LLC | 428.7K | $15.9M | $207.5K | Added$14.2M |
| Rockefeller Capital Management L.P. | 451.4K | $15.8M | $970.5K | Added$678.6K |
| TOBIAS FINANCIAL ADVISORS, INC. | 447.9K | $15.7M | $891.4K | Added$2.06M |
| Trust Co of the South | 444.9K | $15.6M | $956.6K | Added$912.5K |
| Mariner, LLC | 438.2K | $15.4M | $782.2K | Added$3.37M |
| Vise Technologies, Inc. | 453.2K | $14.9M | $0 | Held |
| Physician Wealth Solutions Inc. | 419.4K | $14.7M | $901.6K | Added$606.9K |
| Avantax Planning Partners, Inc. | 413.8K | $14.5M | $889.6K | Added$671.9K |
| Oceanside Advisors LLC | 413K | $14.5M | $869.9K | Added$1.16M |
| JPMORGAN CHASE & CO | 421K | $14.5M | $216.8K | Added$890.8K |
| SCRATCH CAPITAL LLC | 404K | $14.2M | $809.1K | Added$1.78M |
| Greenline Partners, LLC | 388.4K | $13.6M | $831.2K | Added$892.9K |
| CARDIFF PARK ADVISORS, LLC | 387.1K | $13.6M | $824.5K | Added$951.5K |
| RFG Advisory, LLC | 364.9K | $12.8M | $755.1K | Added$1.23M |
| CLUNE & ASSOCIATES, LTD. | 348K | $12.2M | $227K | Added$8.72M |
| KEB ASSET MANAGEMENT, LLC | 342.5K | $12M | $722.7K | Added$946.6K |
| Financial Engines Advisors L.L.C. | 342K | $12M | $717.6K | Added$1.01M |
| McIlrath & Eck, LLC | 339.4K | $11.9M | $680.9K | Added$1.47M |
| Private Wealth Management Group, LLC | 337.9K | $11.8M | $726.5K | Cut−$356.8K |
| AdvisorNet Financial, Inc | 337K | $11.8M | $694.2K | Added$1.19M |
| Plancorp, LLC | 326.6K | $11.8M | $1.06M | Added$965.9K |
| Kestra Advisory Services, LLC | 334.9K | $11.7M | $692.8K | Added$1.14M |
| Avant Financial Advisors LLC | 330.6K | $11.6M | $676.9K | Added$1.23M |
| MML INVESTORS SERVICES, LLC | 326.5K | $11.4M | $607.2K | Added$2.15M |
| Abel Hall, LLC | 325.4K | $11.4M | $687.1K | Added$891.2K |
| Pinnacle Wealth Management Advisory Group, LLC | 318.7K | $11.2M | $685.1K | Added$359.5K |
| PINNACLE ASSOCIATES LTD | 318.7K | $11.2M | $685.1K | Added$359.5K |
| Financial Architects, LLC | 317.4K | $11.1M | $682.3K | Added$562.6K |
| Parkwoods Wealth Partners, LLC | 316.5K | $11.1M | $446.7K | Added$4.26M |
| BOS Asset Management, LLC | 312K | $10.9M | $670.7K | Added$551.4K |
| Waterford Advisors, LLC | 284.8K | $10.6M | $332.1K | Added$547.3K |
| VESTIA PERSONAL WEALTH ADVISORS | 302.8K | $10.6M | −$129.6K | Added$666.2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 299.2K | $10.5M | — | New |
| RCS Financial Planning, LLC | 296.1K | $10.4M | $630.8K | Added$725.9K |
| Ballentine Capital Advisors, Inc | 294.8K | $10.3M | $619.8K | Added$848.3K |
| Tortoise Investment Management, LLC | 290K | $10.2M | $601.2K | Added$965.3K |
| Sterling Financial Planning, Inc. | 289.9K | $10.2M | $616.3K | Added$728.1K |
| Freedom Investment Management, Inc. | 288.2K | $10.1M | $619.6K | Added$17K |
| Aspen Capital Management, LLC | 280.2K | $9.82M | $594.2K | Added$727.8K |
| SENTINEL WEALTH MANAGEMENT, INC. | 269.9K | $9.46M | $549.1K | Added$1.06M |
| CSP Financial Group, LLC | 265.3K | $9.3M | — | Held |
| TCI Wealth Advisors, Inc. | 262.2K | $9.19M | $559.3K | Added$632.8K |
| Navigate Wealth Management, LLC | 234.2K | $8.69M | — | Held |
| Orion Porfolio Solutions, LLC | 241.1K | $8.45M | $518.3K | Cut−$1.64M |
| McLean Asset Management Corp | 236.7K | $8.29M | $54.4K | Added$1.29M |
| Advisory Alpha, LLC | 223.5K | $7.83M | $274.7K | Added$3.63M |
| EQ WEALTH ADVISORS, LLC | 223.2K | $7.82M | $476.8K | Added$525.8K |
| Discipline Wealth Solutions, LLC | 220.8K | $7.74M | $402.7K | Added$1.58M |
| Ancora Advisors LLC | 216K | $7.57M | $422.3K | Added$1.11M |
| AA Financial Advisors, LLC | 212.9K | $7.46M | — | New |
| PINNEY & SCOFIELD, INC. | 208K | $7.29M | $421.2K | Added$845.4K |
| Gradient Capital Advisors, LLC | 203.6K | $7.13M | $424.9K | Added$633.9K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 203.4K | $7.13M | $418.3K | Added$727.3K |
| COLLECTIVE FAMILY OFFICE LLC | 202.2K | $7.08M | $434.7K | Added$391.8K |
| JONES FINANCIAL COMPANIES LLLP | 202.2K | $6.98M | $258.7K | Added$1.81M |
| Strathmore Capital Advisors, Inc. | 183.8K | $6.84M | $710.1K | Added$1.43M |
| STIFEL FINANCIAL CORP | 191.7K | $6.72M | $412.1K | Added$332.4K |
| Foundry Financial LLC | 191.5K | $6.71M | $326.1K | Added$1.72M |
| Vantage Point Financial LLC | 186.5K | $6.54M | $401K | Added$333.1K |
| Pillar Financial Advisors, LLC | 185.2K | $6.49M | $386.3K | Added$579K |
| Hippocratic Financial Advisors, LLC | 184.7K | $6.47M | $387.2K | Added$548.6K |
| Lantz Financial LLC | 176.5K | $6.18M | $336.5K | Added$1.04M |
| Acorn Wealth Advisors, LLC | 176.5K | $6.18M | $327.1K | Added$1.18M |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 176.1K | $6.17M | $378.7K | Added$277.4K |
| CLIENT 1ST ADVISORY GROUP, LLC | 170.5K | $5.97M | $303.2K | Added$1.34M |
| XY Planning Network, Inc. | 169K | $5.93M | $313.2K | Added$1.29M |
| B&D White Capital Company, LLC | 165.3K | $5.79M | $337.9K | Added$622.6K |
| COGENT STRATEGIC WEALTH LLC | 159.7K | $5.6M | −$4.12K | Added$778K |
| Aviance Capital Partners, LLC | 158.8K | $5.57M | $292.5K | Added$1.09M |
| American Investment Services, Inc. | 155K | $5.43M | $325.3K | Added$452.6K |
| Burk Holdings LLC | 153.3K | $5.37M | $329.6K | Added$309K |
| Marquette Asset Management, LLC | 152.8K | $5.36M | $328.6K | Added$326.1K |
| GOLDMAN SACHS GROUP INC | 151.9K | $5.32M | — | New |
| &PARTNERS | 150.2K | $5.26M | $287.6K | Added$869.3K |
| Richardson Capital Management LLC | 146.9K | $5.15M | $4.16K | Added$5.08M |
| Kane Co Wealth Management, Inc. | 145.1K | $5.09M | $295.7K | Added$562.1K |
| Forum Financial Management, LP | 143.6K | $5.03M | $302K | Added$411.7K |
| Disciplined Investors, L.L.C. | 142.8K | $5M | $261.9K | Added$998.7K |
| Level Financial Advisors | 138.3K | $4.85M | $270.4K | Added$709.7K |
| MELFA WEALTH MANAGEMENT, INC. | 136.1K | $4.78M | $263.9K | Added$864.1K |
| Fermata Advisors, LLC | 136.3K | $4.78M | $293K | Added$183K |
| Cravens & Co Advisors, LLC | 136.2K | $4.77M | $72.1K | Added$75.8K |
| SACHEM HILL LLC | 135.3K | $4.74M | $286.2K | Added$361.8K |
| Hill Investment Group Partners, LLC | 134.6K | $4.72M | $289.2K | Added$292.6K |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 134.3K | $4.71M | $251.2K | Added$863.5K |
| Financial Symmetry Inc | 124.2K | $4.68M | $520.1K | Added$1.08M |
| Three Arch Wealth Management LLC | 131.5K | $4.61M | $282.7K | Cut−$238.9K |
| V2 Financial group LLC | 127.8K | $4.48M | $265.4K | Added$416.4K |
| BIP Wealth, LLC | 127.3K | $4.46M | $211.2K | Added$1.23M |
| Quent Capital, LLC | 127.2K | $4.46M | $254K | Added$569.9K |
| EverSource Wealth Advisors, LLC | 124.4K | $4.36M | $223.8K | Added$935.7K |
| Summit Wealth Group, LLC | 123.3K | $4.32M | $257.1K | Added$388.2K |
| Summit Financial, LLC | 120.7K | $4.23M | — | New |
| SIGNET FINANCIAL MANAGEMENT, LLC | 119.6K | $4.19M | $257.1K | Added$165K |
| SUMMIT WEALTH GROUP LLC / CO | 117.2K | $4.11M | $251.9K | Added$59.3K |
| UBS Group AG | 114.7K | $4.02M | $430 | Added$4.01M |
| Squire Investment Management Company, LLC | 114.3K | $4M | $209.5K | Added$799.8K |
| Blue Trust, Inc. | 113.7K | $3.98M | $207.3K | Added$811.2K |
| Gibraltar Capital Management, Inc. | 108.4K | $3.8M | $197.4K | Added$778.7K |
| ABLE Financial Group, LLC | 107.2K | $3.76M | $230.5K | Added$100.7K |
| Quantum Financial Advisors, LLC | 107K | $3.75M | $230.2K | Cut−$407.9K |
| WealthCollab, LLC | 104.8K | $3.67M | $225.4K | Added$225.4K |
| Team Hewins, LLC | 104.4K | $3.66M | $224.4K | Added$197.3K |
| Horizon Investments, LLC | 104K | $3.64M | — | New |
| Corus Family Wealth Advisors | 103K | $3.61M | $210.9K | Added$383.9K |
| Advyzon Investment Management, LLC | 102.7K | $3.6M | $220.9K | Added$36.7K |
| Tower Research Capital LLC (TRC) | 102.4K | $3.59M | — | New |
| CSS LLC/IL | 99.9K | $3.5M | $214.7K | Cut−$86.6K |
| Two West Capital Advisors LLC | 92.6K | $3.43M | $385K | Added$411.9K |
| LAM GROUP, INC. | 98K | $3.43M | $210.7K | Added$178K |
| COMMERCE BANK | 97.9K | $3.43M | — | New |
| VANCE WEALTH, LLC | 97.8K | $3.43M | $186.4K | Added$574.8K |
| BetterWealth, LLC | 96.6K | $3.39M | $207.7K | Added$85.7K |
| Royal Harbor Partners, LLC | 95.3K | $3.34M | — | New |
| Icahn Capital | 94.8K | $3.32M | $72.6K | Added$2.21M |
| Atlantic Union Bankshares Corp | 94.4K | $3.31M | $196.7K | Added$300.8K |
| Trailhead Planners LLC | 93.9K | $3.29M | $200.3K | Added$225.5K |
| Integrated Wealth Concepts LLC | 92.6K | $3.25M | — | New |
| Merit Financial Group, LLC | 92.3K | $3.23M | $49.5K | Added$2.48M |
| Madrid Wealth Management, LLC | 91.9K | $3.22M | $197.6K | Added$183.3K |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 91.4K | $3.2M | $196.3K | Added$200.4K |
| Burton Enright Welch | 89.3K | $3.13M | $186.3K | Added$277.6K |
| Renaissance Technologies | 89.2K | $3.13M | — | New |
| W.H. Cornerstone Investments Inc. | 89.1K | $3.12M | $191.6K | Cut−$546.2K |
| SNS Financial Group, LLC | 86.8K | $3.04M | $186.6K | Added$155.8K |
| BAYSHORE ASSET MANAGEMENT, LLC | 86.3K | $3.02M | $176.3K | Added$326.6K |
| Pettinga Financial Advisors LLC | 86K | $3.01M | $184.8K | Cut−$2.04M |
| Wealthcare Advisory Partners LLC | 85.7K | $3M | $184.2K | Cut−$1.56M |
| Oak Wealth Advisors LLC | 85.3K | $2.99M | $183.4K | Added$111.7K |
| Alpha Advisors, LLC/VA | 84K | $2.94M | $176.6K | Added$243.4K |
| Vannoy Advisory Group, Inc. | 83.9K | $2.94M | $180.5K | Added$138K |
| Wealthfront Advisers LLC | 83.4K | $2.92M | $161.4K | Added$452.5K |
| NORTHWEST WEALTH MANAGEMENT, LLC | 82.9K | $2.91M | $171.2K | Added$286.7K |
| KINGSWOOD WEALTH ADVISORS, LLC | 82.3K | $2.88M | $149.4K | Added$599.3K |
| CITIGROUP INC | 82.3K | $2.88M | $121.2K | Added$1.03M |
| Sanctuary Advisors, LLC | 81.5K | $2.86M | $170.8K | Added$243.4K |
| Dakota Wealth Management | 80.8K | $2.83M | $141K | Added$674.9K |
| RAM Investment Partners, LLC | 80.8K | $2.83M | $98.3K | Added$1.33M |
| WorthPointe, LLC | 77.7K | $2.72M | $165.1K | Added$194.5K |
| Rehmann Capital Advisory Group | 77.6K | $2.72M | $162.7K | Added$230.7K |
| Strategic Investment Solutions, Inc. /IL | 76.8K | $2.69M | $159.6K | Added$253.1K |
| Savvy Advisors, Inc. | 76K | $2.66M | $71.5K | Added$1.57M |
| TRUIST FINANCIAL CORP | 75.5K | $2.64M | $162.3K | Cut−$264.3K |
| ROBERTS GLORE & CO INC /IL/ | 74.2K | $2.6M | $159.4K | Added$133.9K |
| LEGACY FINANCIAL GROUP, INC. | 74.1K | $2.6M | $159.3K | Added$141.1K |
| Brady Martz Wealth Solutions, LLC | 72.8K | $2.55M | $154.4K | Added$188.8K |
| MERCER GLOBAL ADVISORS INC /ADV | 72.5K | $2.54M | $37.5K | Added$1.97M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 72.5K | $2.54M | $146.2K | Added$305.3K |
| Ruedi Wealth Management, Inc. | 72.5K | $2.54M | $155.7K | Added$158.5K |
| Daner Wealth Management, LLC | 68.3K | $2.52M | −$6.97K | Added$908K |
| Emprise Bank | 70.5K | $2.47M | $139.5K | Added$337.9K |
| QUARRY HILL ADVISORS, LLC | 66.7K | $2.47M | $266.8K | Added$361.7K |
| MAI Capital Management | 67.5K | $2.37M | $142K | Added$193.4K |
| Hudson Value Partners, LLC | 66.8K | $2.34M | — | New |
| SIGNATUREFD, LLC | 65.3K | $2.29M | $15.4K | Added$2.05M |
| MB Generational Wealth, LLC | 64.7K | $2.27M | $127.5K | Added$315.4K |
| Moisand Fitzgerald Tamayo, LLC | 62.4K | $2.19M | $134.2K | Added$128.9K |
| Grant Private Wealth Management Inc | 62.3K | $2.18M | $123.8K | Added$287.3K |
| True Wealth Design, LLC | 61.7K | $2.16M | $132.6K | Added$94.2K |
| Twin Cities Retirement Group LLC | 60.5K | $2.12M | $123.3K | Added$234.4K |
| SC&H Financial Advisors, Inc. | 60.5K | $2.12M | $117.1K | Added$326.7K |
| FIRETHORN WEALTH PARTNERS, LLC | 60.1K | $2.11M | $129.2K | Added$79.5K |
| Meritas Wealth Management, LLC | 60K | $2.1M | $129.1K | Added$115.2K |
| Mustard Seed Financial, LLC | 59.7K | $2.09M | $114.8K | Added$335.1K |
| AIRE ADVISORS, LLC | 58.6K | $2.05M | $125.9K | Added$118.3K |
| Brookstone Capital Management | 57.2K | $2M | $82.4K | Added$743.3K |
| GEM Asset Management, LLC | 56.8K | $1.99M | $41.7K | Added$843.3K |
| Approach Retirement Advisors, LLC | 56.4K | $1.98M | $121.4K | Cut−$26.1K |
| Greenspring Advisors, LLC | 55.9K | $1.96M | $110.5K | Added$268.2K |
| Wedmont Private Capital | 52.7K | $1.91M | $120.6K | Added$177.8K |
| MONOGRAPH WEALTH ADVISORS, LLC | 54.3K | $1.9M | $116.7K | Added$116.8K |
| DOPKINS WEALTH MANAGEMENT, LLC | 53.9K | $1.89M | $114.4K | Added$137.9K |
| FOUNDERS FINANCIAL SECURITIES LLC | 51.9K | $1.89M | $175.3K | Added$219.1K |
| Sage Mountain Advisors LLC | 53.8K | $1.88M | — | New |
| Rockwood Wealth Management, LLC | 51.6K | $1.81M | $105.4K | Added$196.5K |
| Triangle Securities Wealth Management | 51.1K | $1.79M | $20K | Added$1.49M |
| HMV Wealth Advisors, LLC | 49.9K | $1.75M | $65.5K | Added$745.3K |
| MISSION WEALTH MANAGEMENT, LP | 49.1K | $1.72M | $105.5K | Cut−$86.5K |
| Aerodigm Wealth, LLC | 48.8K | $1.71M | $105K | Added$105K |
| HFG Advisors, Inc. | 48.3K | $1.69M | $100.6K | Added$154K |
| GREAT VALLEY ADVISOR GROUP, INC. | 48.3K | $1.69M | $89.1K | Added$330.2K |
| ATLas Financial Planning LLC | 48.1K | $1.69M | $83.7K | Added$405K |
| Financially in Tune, LLC | 47.9K | $1.68M | $93.5K | Added$248.5K |
Who left
- TWO SIGMA INVESTMENTS, LP$9.39M
- SEVEN MILE ADVISORY$6.08M
- McMill Wealth Management$4.36M
- AXXCESS WEALTH MANAGEMENT, LLC$1.21M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.05M
- Eldridge Investment Advisors, Inc.$1.04M
- D. E. Shaw & Co., Inc.$295.2K
- Empowered Funds, LLC$246.5K
- Altiora Financial Group, LLC$209.7K
- Mendota Financial Group, LLC$136.3K
- SHP Wealth Management$85.3K
- Davidson Capital Management Inc.$69.2K
- Sound Income Strategies, LLC$43.6K
- BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$36.5K
- Providence Capital Advisors, LLC$29.4K
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.