Stock
Reported value
$2.47B
Holders
130
+15 new · −14 exited
Holders’ est. mark
−$77.9M
Price effect on 112 books still in the name
Largest holder
$682.3M
Aptus Capital Advisors, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $2.18M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 16.3M | $682.3M | −$26.5M | Added$15.8M |
| Integrated Wealth Concepts LLC | 7.86M | $329.7M | −$10.6M | Added$64.1M |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 4.47M | $187.7M | −$7.62M | Cut−$3.77M |
| Corient Private Wealth LLC | 2.8M | $117.6M | −$4.88M | Cut−$21.9M |
| BROGAN FINANCIAL, INC. | 1.95M | $81.7M | −$3.34M | Cut−$2.31M |
| ENVESTNET ASSET MANAGEMENT INC | 1.65M | $69.1M | −$18.2K | Added$68.6M |
| KFG WEALTH MANAGEMENT, LLC | 1.58M | $66.4M | −$2.75M | Cut−$11.9M |
| RAYMOND JAMES FINANCIAL INC | 1.52M | $63.8M | −$2.59M | Cut−$1.19M |
| Second Line Capital, LLC | 1.27M | $57.3M | $1.91M | Added$2.61M |
| Signal Advisors Wealth, LLC | 1.2M | $50.4M | −$1.96M | Added$1.29M |
| First Heartland Consultants, Inc. | 1.1M | $46M | −$1.87M | Cut−$831.2K |
| Clarus Group, Inc. | 1.08M | $45.2M | −$1.88M | Cut−$2.12M |
| Sunburst Financial Group, LLC | 1.07M | $44.9M | −$1.82M | Cut−$791.8K |
| Advisory Services Network, LLC | 1.06M | $44.5M | −$1.81M | Cut−$964.3K |
| Park Place Capital Corp | 1.03M | $43.3M | −$1.8M | Cut−$3.95M |
| Bienville Capital Management, LLC | 1.03M | $43.2M | −$1.64M | Added$1.98M |
| Diversified Enterprises, LLC | 1M | $42M | −$1.61M | Added$1.68M |
| Waterloo Capital, L.P. | 762K | $32M | −$1.32M | Cut−$1.21M |
| 6th Street Advisors, LLC | 648.2K | $27.2M | — | Held |
| WELLS FARGO & COMPANY/MN | 644.3K | $27M | −$1.12M | Cut−$3.01M |
| Compass Ion Advisors, LLC | 624.4K | $26.2M | −$1.05M | Cut−$284K |
| LPL Financial LLC | 496.7K | $20.8M | −$864.3K | Cut−$2.97M |
| MAI Capital Management | 380K | $15.9M | −$661.1K | Cut−$11M |
| United Advisor Group, LLC | 364.5K | $15.3M | −$596.3K | Added$319.7K |
| Uniting Wealth Partners, LLC | 329.4K | $13.8M | — | New |
| Purewater Capital LLC | 323.7K | $13.6M | — | Held |
| GERBER, LLC | 317.5K | $13.3M | −$521K | Added$234.9K |
| Cushing Capital Partners, LLC | 301.8K | $12.7M | −$525.1K | Cut−$1.26M |
| SILVER OAK SECURITIES, INCORPORATED | 293.5K | $12.3M | −$598.7K | Cut−$1.81M |
| Financial Guidance Group, Inc. | 284.9K | $12M | −$468.9K | Added$180.6K |
| MBE Wealth Management, LLC | 283.4K | $11.9M | −$492.4K | Cut−$473K |
| Strong Retirement Solutions LLC | 278.3K | $11.7M | −$484.2K | Cut−$2.35M |
| Lord & Richards Wealth Management, LLC | 259.5K | $10.9M | −$447.3K | Cut−$342.5K |
| EdgeRock Capital LLC | 230.9K | $9.7M | −$380K | Cut−$68.5K |
| Independent Advisor Alliance | 209.2K | $8.78M | −$157.9K | Added$4.81M |
| MARIPAU WEALTH MANAGEMENT LLC | 206.2K | $8.65M | −$341.8K | Added$220.6K |
| Prime Capital Investment Advisors, LLC | 205.1K | $8.6M | −$293.4K | Added$1.23M |
| LEVEL FOUR ADVISORY SERVICES, LLC | 197.8K | $8.3M | −$344.2K | Cut−$359.1K |
| CWM, LLC | 189.5K | $7.95M | $7.94M | Added$7.94M |
| Sunpointe, LLC | 174.6K | $7.32M | −$292.3K | Cut−$17.1K |
| Wealthcare Advisory Partners LLC | 142.6K | $5.98M | −$248.1K | Cut−$637.8K |
| RENASANT BANK | 134.6K | $5.65M | −$234.3K | Cut−$1.39M |
| TrueWealth Advisors, LLC | 128.4K | $5.39M | −$223.4K | Cut−$4.41M |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 127.9K | $5.37M | −$212.4K | Added$31.9K |
| Regal Investment Advisors LLC | 117.5K | $4.93M | −$198.5K | Cut−$55.5K |
| UBS Group AG | 113K | $4.74M | −$196.7K | Cut−$1.83M |
| Savvy Advisors, Inc. | 107.8K | $4.52M | −$187.5K | Cut−$4.97M |
| Meridian Wealth Management, LLC | 92.9K | $3.9M | −$93.3K | Added$1.55M |
| Wilian Securities, LLC | 91.4K | $3.84M | −$142K | Added$269.7K |
| Orion Porfolio Solutions, LLC | 88.2K | $3.7M | −$153.4K | Cut−$712K |
| NCM Capital Management, LLC | 86.6K | $3.63M | −$129.8K | Added$371.7K |
| Second Half Financial Partners, LLC | 82.4K | $3.46M | −$132.1K | Added$137.8K |
| Atria Investments, Inc | 81.8K | $3.43M | −$142.4K | Cut−$202.4K |
| Mendel Money Management | 76.1K | $3.2M | −$104.3K | Added$576K |
| OSAIC HOLDINGS, INC. | 75.7K | $3.18M | −$110.4K | Added$403.6K |
| MML INVESTORS SERVICES, LLC | 63.3K | $2.66M | −$110.1K | Cut−$110.8K |
| Cyndeo Wealth Partners, LLC | 59.7K | $2.51M | −$98.7K | Added$27K |
| Delta Investment Management, LLC | 56.8K | $2.38M | −$98.8K | Cut−$4.97M |
| Quantinno Capital Management LP | 52.9K | $2.22M | −$75.5K | Added$321.3K |
| Icahn Capital | 52K | $2.18M | −$90.5K | Cut−$619.7K |
| TFR Capital, LLC. | 51.6K | $2.17M | −$89.8K | Cut−$89.8K |
| Geneos Wealth Management Inc. | 51.4K | $2.16M | — | New |
| Talon Private Wealth, LLC | 48K | $2.01M | — | Held |
| MBL Wealth, LLC | 47.5K | $1.99M | −$82.7K | Cut−$633.7K |
| Legacy Capital Wealth Partners, LLC | 46.9K | $1.97M | −$81.6K | Cut−$377.9K |
| Visionary Horizons, LLC | 44.9K | $1.88M | −$68.2K | Added$169.3K |
| DIVERSIFIED TRUST CO | 41.4K | $1.74M | −$72K | Cut−$72K |
| Farther Finance Advisors, LLC | 38K | $1.6M | −$39.4K | Added$463.5K |
| Lunt Capital Management, Inc. | 34.3K | $1.44M | −$9.78K | Added$1.19M |
| RFG Advisory, LLC | 32.4K | $1.36M | — | New |
| CPR Investments Inc. | 32K | $1.34M | −$44.1K | Added$236.2K |
| MERCER GLOBAL ADVISORS INC /ADV | 30.8K | $1.29M | −$53.7K | Cut−$244.2K |
| Fiduciary Planning LLC | 28.6K | $1.2M | −$49.7K | Cut−$282.7K |
| WealthShield Partners, LLC | 25.5K | $1.07M | −$44.2K | Cut−$38.4K |
| Kestra Advisory Services, LLC | 21.1K | $884K | −$36.7K | Cut−$101K |
| Legacy Trust | 19.6K | $823.8K | −$34.2K | Cut−$34.2K |
| ARQ WEALTH ADVISORS, LLC | 19.3K | $811K | −$31.8K | Added$11.9K |
| Prosperity Bancshares Inc | 15.4K | $648.3K | −$26.9K | Cut−$975.6K |
| Brookwood Investment Group LLC | 14.3K | $600.2K | −$24.9K | Cut−$144.2K |
| Perigon Wealth Management, LLC | 14.2K | $597.7K | −$24.8K | Cut−$51.4K |
| Equitable Holdings, Inc. | 13.2K | $577.6K | $0 | Cut−$8K |
| Peak Planning Group, LLC | 13.1K | $549.5K | −$22.8K | Cut−$4.02M |
| Mascagni Wealth Management, Inc. | 12.5K | $526.2K | −$21.8K | Cut−$23.1K |
| Kathmere Capital Management, LLC | 10.5K | $440K | −$18.3K | Cut−$17.5K |
| IMC-Chicago, LLC | 9.88K | $414.6K | — | New |
| GTS SECURITIES LLC | 9.2K | $386.1K | −$16K | Cut−$16K |
| Retirement Planning Group, LLC | 8.88K | $372.4K | −$15.4K | Cut−$554.6K |
| Bank of New York Mellon Corp | 8.67K | $364K | — | New |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 8.65K | $362.9K | −$14.6K | Cut−$5.07K |
| Parallel Advisors, LLC | 8.41K | $352.9K | −$13.3K | Added$19.4K |
| Virtue Capital Management, LLC | 7.51K | $309.5K | −$19K | Cut−$62K |
| XY Planning Network, Inc. | 7.17K | $302.4K | — | New |
| MGO ONE SEVEN LLC | 6.9K | $289.5K | −$12K | Cut−$19.8K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 6.86K | $287.7K | −$11.9K | Cut−$11.7K |
| Capital Group Private Client Services, Inc. | 6.68K | $280.5K | — | New |
| Moors & Cabot, Inc. | 6.5K | $272.7K | −$11.3K | Cut−$28.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6.4K | $268.5K | — | New |
| OAK HARBOR WEALTH PARTNERS, LLC | 6.11K | $256.5K | — | New |
| Able Wealth Management LLC | 5.88K | $246.9K | −$10.2K | Cut−$105.3K |
| OLD MISSION CAPITAL LLC | 5.77K | $242.2K | — | New |
| Confluence Wealth Services, Inc. | 5.58K | $234.1K | −$9.71K | Cut−$9.71K |
| JPMORGAN CHASE & CO | 5.61K | $231.2K | −$14K | Cut−$58.9K |
| Ameritas Advisory Services, LLC | 5.32K | $223.3K | −$9.26K | Cut−$9.26K |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 5.18K | $217.5K | −$9.01K | Cut−$38.7K |
| Forefront Wealth Partners, LLC | 5.17K | $216.8K | −$8.58K | Added$1.32K |
| ROYAL BANK OF CANADA | 5.16K | $216K | — | New |
| CAPTRUST FINANCIAL ADVISORS | 4.77K | $200.1K | −$8.26K | Cut−$6.96K |
| FIFTH THIRD BANCORP | 4.76K | $199.9K | −$6.08K | Added$47K |
| Princeton Global Asset Management LLC | 4.1K | $172.2K | −$7.14K | Cut−$15.9K |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 4.09K | $171.6K | −$7.12K | Cut−$7.12K |
| HARBOUR INVESTMENTS, INC. | 3.83K | $160.6K | −$6.66K | Cut−$532.3K |
| WHITTIER TRUST CO | 3.6K | $152.1K | −$6.37K | Cut−$6.37K |
| PRIVATE TRUST CO NA | 3.25K | $141.3K | −$617 | Cut−$617 |
| CHILTON CAPITAL MANAGEMENT LLC | 2.41K | $101.3K | −$4.2K | Cut−$4.2K |
| Capital Investment Advisory Services, LLC | 2.28K | $95.8K | — | New |
| Advisors Preferred, LLC | 1.53K | $64.3K | −$228 | Added$58.6K |
| TD Waterhouse Canada Inc. | 1.33K | $56.1K | −$2.01K | Cut−$2.01K |
| AE Wealth Management LLC | 1.09K | $45.6K | −$1.88K | Cut−$1.84K |
| Allworth Financial LP | 494 | $20.7K | −$859 | Cut−$859 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 334 | $14K | −$581 | Cut−$46.6K |
| JONES FINANCIAL COMPANIES LLLP | 325 | $13.4K | — | New |
| SIGNATUREFD, LLC | 312 | $13.1K | — | New |
| Dunhill Financial, LLC | 308 | $12.9K | −$527 | Cut−$527 |
| CoreCap Advisors, LLC | 242 | $10.2K | −$373 | Cut−$417 |
| IFP Advisors, Inc | 225 | $9.44K | −$391 | Cut−$391 |
| MORGAN STANLEY | 104 | $4.39K | −$155 | Cut−$66.4K |
| ASSETMARK, INC | 37 | $1.55K | −$64 | Cut−$64 |
| Betterment LLC | 21.4K | $900 | −$37 | Cut−$352 |
| Smartleaf Asset Management LLC | 13 | $556 | −$16 | Cut−$632 |
| HRT FINANCIAL LP | 7.17K | $300 | — | New |
Who left
- True Vision MN LLC$2.44M
- Lifeworks Advisors, LLC$1.3M
- BANK OF AMERICA CORP /DE/$540.6K
- Belpointe Asset Management LLC$455.2K
- Gladstone Institutional Advisory LLC$419.5K
- AXXCESS WEALTH MANAGEMENT, LLC$326.7K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$243.5K
- Cetera Investment Advisers$240.7K
- Compound Planning, Inc.$228.8K
- Transcendent Capital Group LLC$205.4K
- Axim Planning & Wealth$201.8K
- OPTIMA CAPITAL LLC$150.4K
- Rockefeller Capital Management L.P.$8.87K
- Thrivent Financial for Lutherans$516
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.