Stock
Reported value
$781.9M
Holders
71
+9 new · −12 exited
Holders’ est. mark
$44M
Price effect on 59 books still in the name
Largest holder
$219.4M
Aptus Capital Advisors, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 5.56M | $219.4M | $13.4M | Added$5.62M |
| Integrated Wealth Concepts LLC | 2.31M | $91.2M | $4.78M | Added$17.8M |
| Diversified Enterprises, LLC | 1.87M | $73.7M | $4.3M | Added$7.61M |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1.54M | $60.7M | $3.71M | Added$1.28M |
| ENVESTNET ASSET MANAGEMENT INC | 975.4K | $38.5M | — | New |
| Corient Private Wealth LLC | 931.3K | $36.7M | $2.24M | Cut−$4.45M |
| BROGAN FINANCIAL, INC. | 817.6K | $32.2M | $1.95M | Added$2.32M |
| Second Line Capital, LLC | 592.9K | $24.5M | $2.49M | Added$2.98M |
| RAYMOND JAMES FINANCIAL INC | 553.5K | $21.8M | $1.31M | Added$1.71M |
| First Heartland Consultants, Inc. | 552.2K | $21.8M | $1.31M | Added$1.64M |
| Park Place Capital Corp | 502K | $19.8M | $1.17M | Added$1.79M |
| Waterloo Capital, L.P. | 463.8K | $18.3M | $1.12M | Added$944.2K |
| Signal Advisors Wealth, LLC | 273.4K | $10.8M | $519.5K | Added$2.8M |
| Clarus Group, Inc. | 268.5K | $10.6M | $647K | Added$582.7K |
| United Advisor Group, LLC | 261.6K | $10.3M | $613.7K | Added$887.2K |
| 6th Street Advisors, LLC | 234.8K | $9.26M | — | Held |
| SWS Partners | 231.1K | $9.12M | $557K | Added$322.4K |
| Financial Guidance Group, Inc. | 166.6K | $6.57M | $368.7K | Added$905.3K |
| Advisory Services Network, LLC | 162.7K | $6.42M | $392.1K | Cut−$755.6K |
| MBE Wealth Management, LLC | 141.1K | $5.56M | $340.1K | Added$260.3K |
| LPL Financial LLC | 139.1K | $5.48M | $335.1K | Cut−$404K |
| SILVER OAK SECURITIES, INCORPORATED | 109.5K | $4.32M | $225.6K | Cut−$965K |
| Prime Capital Investment Advisors, LLC | 87.8K | $3.46M | $178.5K | Added$721.1K |
| RENASANT BANK | 82.3K | $3.25M | $198.4K | Cut−$50.4K |
| Independent Advisor Alliance | 82.3K | $3.24M | $91.5K | Added$1.84M |
| Cushing Capital Partners, LLC | 81.7K | $3.22M | $197K | Cut−$70K |
| MARIPAU WEALTH MANAGEMENT LLC | 71.4K | $2.82M | $158.4K | Added$361.3K |
| CENTRAL TRUST Co | 61.5K | $2.43M | $148.3K | Cut−$206K |
| Regal Investment Advisors LLC | 58.2K | $2.3M | $134.6K | Added$227.4K |
| Lord & Richards Wealth Management, LLC | 53.7K | $2.12M | $125.1K | Added$195.4K |
| Savvy Advisors, Inc. | 49.7K | $1.96M | $119.7K | Cut−$4.01M |
| Mendel Money Management | 45.7K | $1.8M | $85.2K | Added$492K |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 43.7K | $1.72M | $101.8K | Added$159.3K |
| TrueWealth Advisors, LLC | 35.7K | $1.41M | $86.1K | Added$538 |
| GOLDMAN SACHS GROUP INC | 35.2K | $1.39M | — | New |
| TWO SIGMA INVESTMENTS, LP | 34.8K | $1.37M | $83.9K | Cut−$1.13M |
| RFG Advisory, LLC | 32.7K | $1.29M | — | New |
| Atria Investments, Inc | 32.4K | $1.28M | $78.1K | Cut−$4.25K |
| KFG WEALTH MANAGEMENT, LLC | 32.2K | $1.27M | $77.7K | Cut−$18.9M |
| DIVERSIFIED TRUST CO | 31K | $1.22M | $74.7K | Added$74.7K |
| Talon Private Wealth, LLC | 27K | $1.06M | — | Held |
| GERBER, LLC | 24.5K | $965.9K | $39.4K | Added$361.3K |
| Kestra Advisory Services, LLC | 24.4K | $963K | $58.8K | Added$32.8K |
| Second Half Financial Partners, LLC | 20.2K | $796.4K | $43.7K | Added$125.2K |
| Visionary Horizons, LLC | 16.6K | $655K | $35.7K | Added$106.1K |
| ROYAL BANK OF CANADA | 11.6K | $457K | — | New |
| OSAIC HOLDINGS, INC. | 10.2K | $401.2K | $24.5K | Added$13.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.2K | $323.5K | $19.8K | Cut−$543.1K |
| Heritage Wealth Management, Inc. | 7.83K | $308.8K | $18.9K | Added$18.9K |
| Strong Retirement Solutions LLC | 5.91K | $233K | — | New |
| Retirement Planning Group, LLC | 5.56K | $219.1K | $13.4K | Cut−$227.5K |
| OAK HARBOR WEALTH PARTNERS, LLC | 4.44K | $175K | — | New |
| Capital Investment Advisory Services, LLC | 3.73K | $146.9K | $593 | Added$137.7K |
| Princeton Global Asset Management LLC | 3.54K | $139.6K | $5.28K | Added$58.5K |
| JPMORGAN CHASE & CO | 2.37K | $92.1K | $4.18K | Added$4.18K |
| UBS Group AG | 2.06K | $81.2K | $948 | Added$66.6K |
| Parallel Advisors, LLC | 1.96K | $77.1K | $4.66K | Added$5.01K |
| HARBOUR INVESTMENTS, INC. | 1.54K | $60.9K | $1.08K | Added$44.3K |
| Farther Finance Advisors, LLC | 1.52K | $60.2K | — | New |
| WHITTIER TRUST CO | 1K | $39.8K | $1.78K | Added$1.78K |
| FIFTH THIRD BANCORP | 748 | $29.5K | $1.8K | Added$1.8K |
| MAI Capital Management | 600 | $23.7K | $1.45K | Added$1.45K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 284 | $11.2K | $684 | Cut−$6.72K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 281 | $11.1K | $665 | Cut−$1.11K |
| WealthShield Partners, LLC | 263 | $10.4K | $634 | Cut−$1.63K |
| SIGNATUREFD, LLC | 188 | $7.4K | — | New |
| CoreCap Advisors, LLC | 146 | $5.79K | $393 | Added$356 |
| JONES FINANCIAL COMPANIES LLLP | 82 | $3.19K | — | New |
| MORGAN STANLEY | 1 | $77 | $10 | Added$10 |
| WELLS FARGO & COMPANY/MN | 2 | $68 | −$8 | Added$26 |
| Larson Financial Group LLC | 0 | $18 | — | Added$1 |
Who left
- Wilian Securities, LLC$1.18M
- True Vision MN LLC$789K
- Citadel$637.4K
- MERCER GLOBAL ADVISORS INC /ADV$384.5K
- Quantinno Capital Management LP$315.8K
- Vanguard Personalized Indexing Management, LLC$215K
- OPTIMA CAPITAL LLC$66.5K
- CHILTON CAPITAL MANAGEMENT LLC$35.3K
- Rockefeller Capital Management L.P.$1.22K
- HRT FINANCIAL LP$712
- Betterment LLC$377
- Safe Harbor Fiduciary, LLC$222
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.