Stock
Reported value
$1.69B
Holders
87
+8 new · −15 exited
Holders’ est. mark
−$55.8M
Price effect on 76 books still in the name
Largest holder
$474.5M
Aptus Capital Advisors, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 17.4M | $474.5M | −$17.8M | Added$29.6M |
| Integrated Wealth Concepts LLC | 7.39M | $202.1M | −$6.8M | Added$32.2M |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 4.51M | $123.2M | −$4.96M | Cut−$743.6K |
| ENVESTNET ASSET MANAGEMENT INC | 2.06M | $56.2M | — | New |
| Corient Private Wealth LLC | 1.9M | $51.9M | −$2.17M | Cut−$7.94M |
| KFG WEALTH MANAGEMENT, LLC | 1.89M | $51.8M | −$1.96M | Added$2.96M |
| Diversified Enterprises, LLC | 1.83M | $50.1M | −$1.98M | Added$628.2K |
| Second Line Capital, LLC | 1.46M | $41.7M | $93.7K | Added$3.62M |
| Compass Ion Advisors, LLC | 1.37M | $37.4M | −$1.56M | Cut−$1.78M |
| Talon Private Wealth, LLC | 1.36M | $37.2M | — | Held |
| SevenBridge Financial Group, LLC | 1.24M | $35.4M | $411.9K | Added$3.02M |
| GERBER, LLC | 1.28M | $35.1M | −$1.4M | Added$35.7K |
| Clarus Group, Inc. | 1.27M | $34.6M | −$1.44M | Cut−$1.42M |
| Brookstone Capital Management | 1.1M | $30M | −$1.23M | Cut−$666.9K |
| Signal Advisors Wealth, LLC | 1.08M | $29.5M | −$1.12M | Added$1.37M |
| RAYMOND JAMES FINANCIAL INC | 1.08M | $29.4M | −$1.23M | Cut−$1.93M |
| BROGAN FINANCIAL, INC. | 1.01M | $27.5M | −$1.13M | Cut−$632.8K |
| First Heartland Consultants, Inc. | 988K | $27M | −$1.1M | Cut−$469.3K |
| Advisory Services Network, LLC | 845.5K | $23.1M | −$909K | Added$407.2K |
| Sunburst Financial Group, LLC | 772.2K | $21.1M | −$857.7K | Cut−$316.1K |
| Park Place Capital Corp | 757.1K | $20.7M | −$749.3K | Added$1.98M |
| 6th Street Advisors, LLC | 756K | $20.7M | — | Held |
| Waterloo Capital, L.P. | 718K | $19.6M | −$774.5K | Added$280.2K |
| LPL Financial LLC | 665.3K | $18.2M | −$758.4K | Cut−$6.37M |
| Bienville Capital Management, LLC | 624.6K | $17.1M | −$668.3K | Added$381.9K |
| TrueWealth Advisors, LLC | 469K | $12.8M | −$486.5K | Added$667.1K |
| Uniting Wealth Partners, LLC | 425.6K | $11.7M | — | New |
| Wealthcare Advisory Partners LLC | 364.4K | $9.96M | −$415.4K | Cut−$1.52M |
| SILVER OAK SECURITIES, INCORPORATED | 357K | $9.76M | −$422.7K | Added$239.3K |
| Purewater Capital LLC | 332.9K | $9.1M | — | Held |
| Cushing Capital Partners, LLC | 301.6K | $8.24M | −$327.6K | Added$61.9K |
| United Advisor Group, LLC | 294.7K | $8.05M | −$317K | Added$136.6K |
| MBE Wealth Management, LLC | 292.2K | $7.99M | −$324.7K | Cut−$123.6K |
| Lord & Richards Wealth Management, LLC | 286.9K | $7.84M | −$323.6K | Cut−$240.3K |
| EdgeRock Capital LLC | 262.1K | $7.16M | −$299.1K | Cut−$393.1K |
| Prime Capital Investment Advisors, LLC | 256.2K | $7M | −$251.1K | Added$731.3K |
| Financial Guidance Group, Inc. | 249K | $6.81M | −$272.2K | Added$6.31K |
| Independent Advisor Alliance | 232.9K | $6.37M | −$112.2K | Added$3.56M |
| MARIPAU WEALTH MANAGEMENT LLC | 203K | $5.55M | −$234K | Cut−$113.8K |
| SWS Partners | 191.1K | $5.22M | −$181.3K | Added$695.9K |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 168.7K | $4.61M | −$184.3K | Added$8.26K |
| Regal Investment Advisors LLC | 132.6K | $3.63M | −$143.9K | Added$31.4K |
| Mendel Money Management | 129.9K | $3.55M | −$104.1K | Added$948.8K |
| Code Waechter LLC | 126.1K | $3.45M | −$136.4K | Added$40.2K |
| RENASANT BANK | 120.3K | $3.29M | −$131.5K | Added$5.31K |
| Second Half Financial Partners, LLC | 118.3K | $3.23M | −$124.2K | Added$131.8K |
| Atria Investments, Inc | 98.2K | $2.68M | −$108.6K | Cut−$28.5K |
| CAPTRUST FINANCIAL ADVISORS | 95.5K | $2.61M | −$108.8K | Cut−$168.7K |
| Cyndeo Wealth Partners, LLC | 93.3K | $2.55M | −$91.3K | Added$269.1K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 86K | $2.35M | −$98K | Cut−$98K |
| Kestra Advisory Services, LLC | 81.4K | $2.23M | −$64.5K | Added$613.5K |
| CreativeOne Wealth, LLC | 71.1K | $1.94M | −$80.6K | Cut−$71.7K |
| Savvy Advisors, Inc. | 66.1K | $1.81M | −$75.3K | Cut−$3.1M |
| Meridian Wealth Management, LLC | 62.5K | $1.71M | −$48.7K | Added$492.4K |
| OSAIC HOLDINGS, INC. | 46.7K | $1.28M | −$51.9K | Cut−$18.9K |
| ROYAL BANK OF CANADA | 26.3K | $720K | −$24.8K | Added$87K |
| Visionary Horizons, LLC | 22.6K | $617.3K | −$22.8K | Added$48.1K |
| Jacobi Capital Management LLC | 19.3K | $526.9K | −$21.4K | Cut−$6.89K |
| SmartHarvest Portfolios, LLC | 16.4K | $447.6K | −$18.7K | Cut−$18.7K |
| Parallel Advisors, LLC | 15.3K | $417K | −$17.4K | Cut−$29.9K |
| Strong Retirement Solutions LLC | 13.8K | $378K | −$15.8K | Cut−$23.3K |
| RDA Financial Network | 12.9K | $351.5K | −$12.2K | Added$45.7K |
| Retirement Planning Group, LLC | 10.6K | $290.8K | −$12.1K | Cut−$329.1K |
| RFG Advisory, LLC | 10.4K | $283.3K | — | New |
| Virtue Capital Management, LLC | 9.67K | $262.4K | −$12.3K | Cut−$36.9K |
| Lunt Capital Management, Inc. | 9.46K | $258.7K | −$10.8K | Cut−$10.8K |
| McElhenny Sheffield Capital Management, LLC | 7.4K | $202.2K | −$8.44K | Cut−$8.44K |
| OAK HARBOR WEALTH PARTNERS, LLC | 6.1K | $166.6K | — | New |
| HARBOUR INVESTMENTS, INC. | 5.02K | $137.2K | −$2.16K | Added$83.2K |
| Farther Finance Advisors, LLC | 5.01K | $137.2K | — | New |
| Princeton Global Asset Management LLC | 3.85K | $105.1K | −$4.38K | Cut−$12.7K |
| PRIVATE TRUST CO NA | 3.73K | $102K | −$4.26K | Cut−$4.26K |
| CHILTON CAPITAL MANAGEMENT LLC | 2.64K | $72.1K | −$3.01K | Cut−$3.01K |
| Wilmington Savings Fund Society, FSB | 1.79K | $48.9K | −$2.04K | Cut−$2.04K |
| WHITTIER TRUST CO | 1.55K | $42.7K | −$2.07K | Cut−$39K |
| JPMORGAN CHASE & CO | 1.31K | $35.5K | −$1.73K | Cut−$31.4K |
| Capital Investment Advisory Services, LLC | 954 | $26.1K | — | New |
| JONES FINANCIAL COMPANIES LLLP | 473 | $12.9K | — | New |
| MORGAN STANLEY | 437 | $11.9K | −$494 | Cut−$16.5K |
| PNC Financial Services Group, Inc. | 420 | $11.5K | −$478 | Cut−$478 |
| CoreCap Advisors, LLC | 212 | $5.8K | −$242 | Cut−$242 |
| Global Wealth Strategies & Associates | 91 | $2.49K | −$104 | Cut−$1.21K |
| Betterment LLC | 29.6K | $810 | −$30 | Added$54 |
| ASSETMARK, INC | 23 | $629 | −$26 | Cut−$26 |
| HRT FINANCIAL LP | 11.1K | $302 | — | New |
| UBS Group AG | 11 | $301 | −$12 | Cut−$43.6K |
| WELLS FARGO & COMPANY/MN | 1 | $20 | −$21 | Cut−$21 |
Who left
- Brookwood Investment Group LLC$11M
- True Vision MN LLC$1.82M
- Wilian Securities, LLC$1.44M
- Synergy Asset Management, LLC$1.16M
- JANE STREET GROUP, LLC$709.2K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$437.7K
- Gladstone Institutional Advisory LLC$319.3K
- Magnolia Private Wealth, LLC$302.4K
- Citadel$258.9K
- Kathmere Capital Management, LLC$201.4K
- OPTIMA CAPITAL LLC$84K
- Rockefeller Capital Management L.P.$8.71K
- O'SHAUGHNESSY ASSET MANAGEMENT, LLC$7.74K
- Thrivent Financial for Lutherans$4.74K
- WealthShield Partners, LLC$1.76K
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.