Stock
Reported value
$1.5B
Holders
392
+32 new · −41 exited
Holders’ est. mark
−$97M
Price effect on 232 books still in the name
Largest holder
$142.1M
Fidelity
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $142.1M
- Icahn Capital0.0% · $6.13M
- Citadel0.0% · $1.53M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Fidelity | 1.67M | $142.1M | −$9.09M | Added$14.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.25M | $106.3M | −$8.12M | Cut−$17.4M |
| LPL Financial LLC | 1.17M | $99.7M | −$7.62M | Cut−$10.1M |
| Wealthfront Advisers LLC | 689.9K | $58.6M | −$4.47M | Cut−$4.38M |
| BANK OF AMERICA CORP /DE/ | 616.6K | $52.4M | −$4M | Cut−$25.1M |
| Fisher Asset Management, LLC | 588.8K | $50M | −$3.82M | Cut−$4.62M |
| Heck Capital Advisors, LLC | 586.7K | $49.8M | −$3.81M | Cut−$4.44M |
| Lebenthal Global Advisors, LLC | 544.3K | $46.2M | −$3.38M | Cut−$1.42M |
| Kestra Advisory Services, LLC | 510.2K | $43.3M | −$2.73M | Added$4.9M |
| Wealthspire Retirement, LLC | 468.2K | $39.8M | −$2.85M | Cut−$323.3K |
| LJI Wealth Management, LLC | 383.3K | $32.5M | −$2.39M | Cut−$1.16M |
| TWO SIGMA INVESTMENTS, LP | 376.2K | $31.9M | −$913.1K | Added$19.1M |
| MORGAN STANLEY | 349K | $29.6M | −$2.27M | Cut−$5.95M |
| TCP Asset Management, LLC | 302K | $25.6M | −$1.96M | Cut−$3.07M |
| AMERIPRISE FINANCIAL INC | 285.1K | $24.2M | −$1.59M | Added$1.85M |
| Prasad Wealth Partners, LLC | 253.9K | $21.6M | −$1.61M | Cut−$1.12M |
| UBS Group AG | 236K | $20M | −$1.52M | Cut−$1.31M |
| David Kennon Inc | 234.7K | $19.9M | −$1.5M | Cut−$1.14M |
| HOLLENCREST CAPITAL MANAGEMENT | 171.8K | $14.6M | −$1.12M | Cut−$1.14M |
| OSAIC HOLDINGS, INC. | 165.2K | $14M | −$1.08M | Cut−$13.8M |
| HighTower Advisors, LLC | 151.8K | $12.9M | −$985.1K | Cut−$2.13M |
| SMITH CHAS P & ASSOCIATES PA CPAS | 145.9K | $12.4M | −$947.1K | Cut−$1.4M |
| Commonwealth Financial Services, LLC | 145.8K | $12.4M | −$885.4K | Cut−$93.2K |
| ROYAL BANK OF CANADA | 145.6K | $12.4M | −$944.6K | Cut−$7.48M |
| Cetera Investment Advisers | 137.5K | $11.7M | −$856K | Cut−$377.5K |
| RAYMOND JAMES FINANCIAL INC | 131.9K | $11.2M | −$773.7K | Added$302.4K |
| JONES FINANCIAL COMPANIES LLLP | 129.8K | $10.7M | −$1.03M | Added$133K |
| Focus Partners Wealth | 118.1K | $10M | −$766.1K | Cut−$847K |
| JPMORGAN CHASE & CO | 119.6K | $9.79M | −$903.7K | Added$1.16M |
| WELLS FARGO & COMPANY/MN | 114.7K | $9.74M | −$619.3K | Added$1.02M |
| Silicon Valley Capital Partners | 111.1K | $9.43M | −$721K | Cut−$737.2K |
| jvl associates llc | 110.9K | $9.42M | −$719.7K | Cut−$1.01M |
| ENVESTNET ASSET MANAGEMENT INC | 109.5K | $9.3M | −$224.5K | Added$6.14M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 107.3K | $9.24M | −$146.6K | Added$7.15M |
| Mariner, LLC | 102.9K | $8.74M | −$623.1K | Cut−$34.5K |
| Coastline Complete Wealth LLC | 101.3K | $8.6M | — | New |
| ARKANSAS FINANCIAL GROUP, INC. | 95.8K | $8.53M | −$174.8K | Added$1.64M |
| Aptus Capital Advisors, LLC | 99.3K | $8.43M | −$644.6K | Cut−$1.25M |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 97.2K | $8.25M | −$630.7K | Cut−$1.25M |
| Gateway Wealth Partners, LLC | 96.3K | $8.17M | −$270.5K | Added$4.36M |
| Sigma Planning Corp | 81K | $6.87M | −$451.6K | Added$514.5K |
| Mirae Asset Global Investments Co., Ltd. | 78.5K | $6.67M | −$509.7K | Cut−$1.8M |
| Snowden Capital Advisors LLC | 77.6K | $6.59M | −$356.8K | Added$1.57M |
| Portfolio Strategies, Inc. | 77.1K | $6.55M | −$498.1K | Cut−$576K |
| STIFEL FINANCIAL CORP | 76.5K | $6.49M | −$496.5K | Cut−$2.85M |
| Icahn Capital | 72.2K | $6.13M | −$122.5K | Added$4.4M |
| Spire Wealth Management | 70K | $5.95M | −$448.5K | Cut−$368K |
| Independent Advisor Alliance | 69.8K | $5.93M | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 68.7K | $5.83M | −$370.7K | Added$609K |
| AE Wealth Management LLC | 67.7K | $5.75M | −$439.3K | Cut−$1.75M |
| Creative Planning | 66.5K | $5.64M | −$374.6K | Added$369.5K |
| Hubbell Strickland Wealth Management, LLC | 61.3K | $5.21M | −$383.9K | Cut−$196.4K |
| EQ LLC | 60.3K | $5.12M | −$270.1K | Added$1.32M |
| Lineweaver Wealth Advisors, LLC | 59.3K | $5.03M | −$380.9K | Cut−$329.6K |
| Sunbelt Securities, Inc. | 57.7K | $4.9M | −$374.8K | Cut−$1.31M |
| Cornerstone Wealth Management, LLC | 56.9K | $4.83M | −$368.9K | Cut−$386.2K |
| Prime Capital Investment Advisors, LLC | 56K | $4.75M | −$346.5K | Cut−$126.2K |
| Patriot Financial Group Insurance Agency, LLC | 55K | $4.67M | −$150.2K | Added$2.56M |
| Equitable Holdings, Inc. | 50K | $4.57M | $0 | Added$410.1K |
| B&D White Capital Company, LLC | 53.5K | $4.54M | −$346K | Cut−$329.9K |
| Keenan, LLC | 53.9K | $4.53M | −$391.1K | Cut−$1.55M |
| Pacific Capital Wealth Advisors, Inc. | 53.4K | $4.53M | −$346.5K | Cut−$346.5K |
| Cedar Point Capital Partners, LLC | 51.7K | $4.39M | −$314.5K | Cut−$42.9K |
| MERCER GLOBAL ADVISORS INC /ADV | 50.8K | $4.32M | −$285.7K | Added$292.7K |
| Moors & Cabot, Inc. | 48.6K | $4.13M | −$315.7K | Cut−$315.7K |
| Lido Advisors, LLC | 48.3K | $4.1M | −$141.5K | Added$1.14M |
| Madison Wealth Partners, Inc | 47.6K | $4.04M | −$308.7K | Cut−$17.4M |
| MONEY CONCEPTS CAPITAL CORP | 47.4K | $4.03M | −$281.1K | Added$67.7K |
| Pinnacle Family Advisors, LLC | 46.6K | $3.96M | −$294.8K | Cut−$193.1K |
| Strategic Blueprint, LLC | 46.4K | $3.94M | −$281K | Cut−$23K |
| Oasis Advisors, LLC | 45.7K | $3.88M | −$42.3K | Added$3.28M |
| MML INVESTORS SERVICES, LLC | 44.8K | $3.81M | −$257.8K | Added$177.6K |
| KFA Private Wealth Group, LLC | 44.8K | $3.8M | −$94.3K | Added$2.48M |
| Bawa N Mallick Trust | 43K | $3.65M | −$279.1K | Cut−$279.1K |
| Focused Wealth Management, Inc | 40.6K | $3.44M | −$262.4K | Cut−$250.7K |
| AXXCESS WEALTH MANAGEMENT, LLC | 40.5K | $3.44M | −$262.8K | Cut−$290.4K |
| Roxbury Financial LLC | 40.2K | $3.41M | −$254.7K | Cut−$173.1K |
| Migdal Insurance & Financial Holdings Ltd. | 40.1K | $3.4M | $3.4M | Added$3.4M |
| OneDigital Investment Advisors LLC | 39.9K | $3.38M | — | New |
| Steward Partners Investment Advisory, LLC | 39.6K | $3.36M | −$256.9K | Cut−$14.5M |
| Summit Financial, LLC | 39K | $3.31M | −$212K | Added$329.1K |
| Blue Zone Wealth Advisors, LLC | 39K | $3.31M | −$241.8K | Cut−$97.5K |
| Capital Investment Advisory Services, LLC | 38.6K | $3.28M | −$250.4K | Cut−$317.9K |
| PRINCIPAL SECURITIES, INC. | 38.2K | $3.24M | −$232.1K | Cut−$27.3K |
| Baird Financial Group, Inc. | 37.4K | $3.18M | −$240.4K | Cut−$208.2K |
| Texas Yale Capital Corp. | 37K | $3.14M | −$240.1K | Cut−$240.1K |
| CWM, LLC | 35.9K | $3.05M | $1.5M | Added$3.05M |
| Smartleaf Asset Management LLC | 35.5K | $2.91M | −$365.2K | Cut−$398.3K |
| Advisory Services Network, LLC | 31.5K | $2.67M | −$204.2K | Cut−$375.3K |
| Spartan Wealth Advisory Services LLC | 30.5K | $2.59M | — | Held |
| Trevian Wealth Management LLC | 30K | $2.55M | −$194.5K | Cut−$194.5K |
| U.S. Capital Wealth Advisors, LLC | 29.1K | $2.47M | −$177K | Cut−$19.1K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 29K | $2.46M | −$176.4K | Cut−$25.1K |
| CRA Financial Services, LLC | 28.4K | $2.42M | −$184.7K | Cut−$184.6K |
| Variant Private Wealth, LLC | 28.3K | $2.4M | −$183.4K | Cut−$194.9K |
| AssuredPartners Investment Advisors, LLC | 26.9K | $2.33M | −$129.5K | Cut−$2.94M |
| Arkadios Wealth Advisors | 26.8K | $2.27M | −$71K | Added$1.27M |
| IFP Advisors, Inc | 26.6K | $2.26M | −$172.9K | Cut−$239.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 25K | $2.12M | −$162.2K | Cut−$402K |
| Beckerman Institutional, LLC | 23.8K | $2.02M | −$154.7K | Cut−$154.7K |
| BROWN ADVISORY INC | 23.5K | $1.99M | −$149.2K | Cut−$108.6K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 23.4K | $1.99M | −$147.4K | Cut−$108.2K |
| Destiny Wealth Partners, LLC | 22.9K | $1.94M | −$181.2K | Cut−$181.2K |
| Wealth Management Associates, Inc. | 22.5K | $1.91M | −$145.7K | Cut−$139.8K |
| PKS Advisory Services, LLC | 22.3K | $1.9M | −$145K | Cut−$333.1K |
| CVFG LLC | 22K | $1.87M | −$142.8K | Cut−$197.2K |
| DEFINED WEALTH MANAGEMENT, LLC | 21.3K | $1.81M | −$138.2K | Cut−$134.7K |
| Private Advisor Group, LLC | 20K | $1.7M | −$127.5K | Cut−$99.7K |
| Hills Bank & Trust Co | 19.1K | $1.62M | −$123.8K | Cut−$123.8K |
| CIBC Bancorp USA Inc. | 19K | $1.61M | — | Held |
| NEUBERGER BERMAN GROUP LLC | 18.2K | $1.55M | −$112.5K | Cut−$38.5K |
| MISSION WEALTH MANAGEMENT, LP | 18.1K | $1.54M | −$117.5K | Cut−$530.6K |
| Citadel | 18K | $1.53M | — | New |
| Higgins & Schmidt Wealth Strategies LLC | 18K | $1.53M | −$116.9K | Cut−$178.3K |
| Quantinno Capital Management LP | 17.7K | $1.5M | −$114.8K | Cut−$155.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17.6K | $1.49M | −$114.2K | Cut−$1.74M |
| HWG Holdings LP | 17K | $1.44M | −$110.3K | Cut−$1.69M |
| Cerity Partners LLC | 17K | $1.44M | −$110.2K | Cut−$500.5K |
| Beacon Pointe Advisors, LLC | 16.6K | $1.41M | −$102.5K | Cut−$35.7K |
| Hilltop National Bank | 16.4K | $1.39M | −$106.2K | Cut−$106.2K |
| SENTINEL WEALTH MANAGEMENT, INC. | 16.2K | $1.38M | −$105.4K | Cut−$105.4K |
| RiverTree Advisors, LLC | 16K | $1.36M | −$104K | Cut−$115.1K |
| Financial Partners Group, Inc | 15.1K | $1.29M | −$112.4K | Cut−$118.7K |
| Stratos Wealth Partners, LTD. | 14.8K | $1.26M | −$96.3K | Cut−$216.5K |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 14K | $1.19M | −$89.4K | Cut−$74K |
| Flavin Financial Services, Inc. | 13.8K | $1.18M | −$89.6K | Cut−$85.7K |
| Parallel Advisors, LLC | 13.8K | $1.17M | −$89.4K | Cut−$89.4K |
| NewEdge Advisors, LLC | 17.3K | $1.12M | −$462.7K | Cut−$1.6M |
| PNC Financial Services Group, Inc. | 13.2K | $1.12M | −$82.7K | Cut−$46.2K |
| Ullmann Wealth Partners Group, LLC | 12.9K | $1.09M | −$109.7K | Cut−$114.1K |
| Carroll Advisory Group, LLC | 12.8K | $1.09M | −$82.7K | Cut−$78.1K |
| HARBOUR INVESTMENTS, INC. | 12.3K | $1.04M | −$33.5K | Added$573.2K |
| Goodwin Investment Advisory | 12.2K | $1.04M | −$79.5K | Cut−$79.5K |
| HUB Investment Partners, LLC | 11.9K | $1.01M | −$55.2K | Added$232.4K |
| Avondale Wealth Management | 11.9K | $1.01M | −$77K | Cut−$123K |
| EP Wealth Advisors, LLC | 11.7K | $995.3K | −$76K | Cut−$94.2K |
| Shared Vision Wealth Group LLC | 11.7K | $990.6K | −$76.7K | Added$92.1K |
| Sowell Financial Services LLC | 11.5K | $973.9K | −$74.4K | Cut−$124.3K |
| Ciovacco Capital Management LLC | 11.5K | $973.2K | −$74.4K | Cut−$376.6K |
| JANE STREET GROUP, LLC | 11.5K | $972.9K | −$74.4K | Cut−$1.34M |
| Tradition Wealth Management, LLC | 11.4K | $964.5K | −$73.7K | Cut−$73.7K |
| Ridgewood Investments LLC | 11.3K | $956.6K | — | Held |
| Brookstone Capital Management | 11.2K | $954.9K | −$64.2K | Added$52.1K |
| Eagle Strategies LLC | 11.1K | $945.9K | — | New |
| Tradewinds Capital Management, LLC | 10.9K | $921.8K | −$70.4K | Cut−$69.1K |
| SteelPeak Wealth, LLC | 10.8K | $915K | −$69.9K | Cut−$76.3K |
| Regal Investment Advisors LLC | 10.6K | $901.6K | −$68.9K | Cut−$75.9K |
| Prospera Financial Services Inc | 10.6K | $900K | −$63.8K | Added$3.99K |
| PACIFIC SUN FINANCIAL CORP | 10.5K | $892.4K | −$68.1K | Cut−$66.4K |
| PARAGON CAPITAL MANAGEMENT INC | 10.5K | $891.4K | −$65.9K | Cut−$36.9K |
| Sterling Investment Counsel, LLC | 10.5K | $888.4K | −$67.9K | Cut−$67.9K |
| MATHER GROUP, LLC. | 10.3K | $874.9K | −$66.9K | Cut−$66.9K |
| Sanctuary Advisors, LLC | 10.3K | $872.8K | −$66.8K | Cut−$67.6K |
| Sovran Advisors, LLC | 8.89K | $872.5K | $49.8K | Added$41.1K |
| Indivisible Partners | 10.1K | $858.7K | −$65.7K | Cut−$2.97M |
| Orion Porfolio Solutions, LLC | 10.1K | $856.9K | −$65.5K | Cut−$1.13M |
| Third View Private Wealth, LLC | 10K | $849.1K | −$64.9K | Cut−$64.9K |
| MAI Capital Management | 9.98K | $847.6K | −$49.6K | Added$149K |
| KCM INVESTMENT ADVISORS LLC | 9.97K | $846.3K | −$64.7K | Cut−$64.7K |
| Institute for Wealth Management, LLC. | 9.25K | $785.2K | −$60K | Cut−$60K |
| Wealth Alliance Advisory Group, LLC | 9.23K | $783.7K | −$59.9K | Cut−$59.9K |
| ISLAY CAPITAL MANAGEMENT, LLC | 9.09K | $771.9K | −$59K | Cut−$756.4K |
| Calamos Advisors LLC | 9.09K | $771.8K | — | New |
| Calamos Wealth Management LLC | 9.09K | $771.8K | −$46.5K | Added$117.4K |
| N.E.W. Advisory Services LLC | 8.69K | $738.2K | −$56.4K | Cut−$90.6K |
| Avior Wealth Management, LLC | 8.41K | $714.5K | −$54.7K | Cut−$65.3K |
| Greenhouse Wealth Management, LLC | 8.13K | $690.3K | −$52.8K | Cut−$52.8K |
| Leo Wealth, LLC | 7.95K | $675K | −$51.6K | Cut−$51.6K |
| Simplicity Wealth,LLC | 7.93K | $673.8K | −$51.5K | Cut−$71.2K |
| Modera Wealth Management, LLC | 7.85K | $666.2K | −$51K | Cut−$62.3K |
| DAYMARK WEALTH PARTNERS, LLC | 7.8K | $662.7K | −$50.7K | Cut−$121.5K |
| Beaumont Financial Advisors, LLC | 7.76K | $658.9K | −$50.1K | Cut−$47K |
| CAPTRUST FINANCIAL ADVISORS | 7.75K | $658.1K | −$48.8K | Cut−$28.2K |
| Baker Avenue Asset Management, LP | 7.67K | $651.5K | −$49.8K | Cut−$49.8K |
| Samalin Investment Counsel, LLC | 7.65K | $649.8K | −$35.6K | Added$148.1K |
| Savant Capital, LLC | 7.45K | $632.1K | −$37.3K | Added$107.4K |
| &PARTNERS | 7.49K | $631.8K | −$52.9K | Cut−$132K |
| Serenus Wealth Advisors, LLC | 7.44K | $631.3K | −$48.9K | Cut−$57.2K |
| Gladstone Institutional Advisory LLC | 7.33K | $622K | −$40.3K | Added$55.1K |
| Zhang Financial LLC | 7.25K | $615.5K | −$47K | Cut−$46.3K |
| CAPITAL ADVISORS INC/OK | 7.17K | $608.4K | — | New |
| Empowered Funds, LLC | 6.94K | $589.5K | — | New |
| NORTHERN TRUST CORP | 6.94K | $589.4K | −$45.1K | Cut−$45.1K |
| Grandview Asset Management LLC | 6.86K | $582.7K | −$44.6K | Cut−$371.1K |
| HOWARD WEALTH MANAGEMENT, LLC | 6.85K | $581.7K | — | New |
| American Trust | 6.82K | $579.5K | −$42.5K | Cut−$20.1K |
| BlackRock, Inc. | 6.69K | $568.4K | −$21.7K | Added$261.8K |
| Corient Private Wealth LLC | 11.8K | $539.9K | −$538.2K | Cut−$956.9K |
| BLAIR WILLIAM & CO/IL | 6.2K | $526.1K | −$37.3K | Added$665 |
| Yanni & Associates Investment Advisors, LLC | 6.13K | $520.8K | −$39.8K | Cut−$45K |
| VERUS CAPITAL PARTNERS, LLC | 6.13K | $520.3K | −$39.8K | Cut−$86.9K |
| Cresset Asset Management, LLC | 6.11K | $518.7K | −$39.6K | Cut−$38.5K |
| Mutual Advisors, LLC | 6.01K | $510.6K | −$39K | Cut−$118.6K |
| Wisconsin Wealth Advisors, LLC | 5.86K | $497.7K | −$38K | Cut−$38K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5.83K | $494.6K | −$27.6K | Added$105.4K |
| Landmark Wealth Management, LLC | 5.8K | $492.4K | −$35.3K | Cut−$5.12K |
| Kovack Advisors, Inc. | 5.73K | $490.9K | −$32.2K | Cut−$19.7K |
| Jackson Hole Capital Partners, LLC | 5.78K | $490.6K | −$37.5K | Cut−$37.5K |
| Rachor Investment Advisory Services, LLC | 5.72K | $485.8K | −$36.3K | Cut−$26K |
| Sanchez Gaunt Capital Management, LLC | 5.7K | $484K | — | Held |
| JB Capital LLC | 5.67K | $481.8K | −$35K | Cut−$11.7K |
| CATALYST FINANCIAL PARTNERS LLC | 5.65K | $479.5K | −$36.6K | Cut−$36.6K |
| CALTON & ASSOCIATES, INC. | 5.62K | $477.2K | −$36.5K | Cut−$48.3K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 5.54K | $470.8K | −$20.6K | Added$180K |
| Facet Wealth, Inc. | 5.54K | $470.6K | −$49.4K | Cut−$162.6K |
| Integrated Wealth Concepts LLC | 5.54K | $470K | −$17.8K | Added$219.5K |
| Delta Investment Management, LLC | 5.5K | $467K | −$35.7K | Cut−$35.7K |
| TWO SIGMA SECURITIES, LLC | 5.49K | $466K | −$16.3K | Added$236.8K |
| Ameritas Advisory Services, LLC | 5.49K | $465.9K | −$35.6K | Cut−$35.6K |
| Align Financial, LLC | 5.21K | $442K | $436.8K | Added$170.8K |
| Dana Investment Advisors, Inc. | 5.2K | $441.5K | −$33.7K | Cut−$33.7K |
| Fiduciary Trust Co | 5.17K | $439K | −$33.6K | Cut−$33.6K |
| HighPoint Advisor Group LLC | 5.12K | $434.3K | −$32.9K | Cut−$28.7K |
| SMITH, MOORE & CO. | 5.07K | $430.1K | −$32.9K | Cut−$57.1K |
| Rockefeller Capital Management L.P. | 5.02K | $426.5K | −$32.6K | Cut−$35.6K |
| SOA Wealth Advisors, LLC. | 5.02K | $426K | −$32.4K | Cut−$30.9K |
| CHRISTINE MESSMER PC | 5.02K | $425.9K | −$32.6K | Cut−$32K |
| Retirement Management Systems Inc. | 5K | $424.6K | −$32.5K | Cut−$32.5K |
| Merit Financial Group, LLC | 5K | $424.3K | −$23K | Added$99.4K |
| Charter Oak Capital Management, LLC | 4.97K | $422.1K | −$32.3K | Cut−$32.3K |
| Aufman Associates Inc | 4.97K | $421.9K | −$32.2K | Cut−$32.2K |
| World Investment Advisors | 4.62K | $392.4K | −$30K | Cut−$41.4K |
| Ironwood Financial, llc | 4.6K | $390.9K | −$38.7K | Cut−$38.7K |
| First Bank & Trust | 4.6K | $390.7K | −$26K | Added$24.9K |
| Accredited Investors Inc. | 4.55K | $386.3K | −$28.7K | Cut−$17.6K |
| KINGSWOOD WEALTH ADVISORS, LLC | 4.55K | $386.3K | — | New |
| Avidian Wealth Enterprises, LLC | 4.53K | $385K | — | New |
| PFG Investments, LLC | 4.53K | $384.7K | −$27.5K | Cut−$1.91K |
| FWL INVESTMENT MANAGEMENT, LLC | 4.47K | $380K | −$29K | Cut−$44.7K |
| Farther Finance Advisors, LLC | 4.34K | $372.7K | −$23.7K | Cut−$30.9K |
| SEAMOUNT FINANCIAL GROUP INC | 4.34K | $368.2K | −$28.1K | Cut−$27.6K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.25K | $360.5K | −$27.6K | Cut−$27.6K |
| Certified Advisory Corp | 4.24K | $360.4K | −$27.6K | Cut−$127.7K |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4.11K | $349.1K | −$26.7K | Cut−$31K |
| MAYPORT, LLC | 4.1K | $348.1K | −$26.6K | Cut−$26.6K |
| Cornerstone Wealth Group, LLC | 3.64K | $347.8K | $15.1K | Added$15.1K |
| Mason & Associates Inc | 4.24K | $347.1K | −$40.7K | Cut−$50.4K |
| Empower Advisory Group, LLC | 4.06K | $344.5K | −$26.3K | Cut−$56.3K |
| Latitude Advisors, LLC | 4.04K | $342.9K | −$23.8K | Added$7.4K |
| Root Financial Partners, LLC | 4.03K | $342K | −$23.9K | Added$6.29K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 4.02K | $341.6K | — | Held |
| Davidson Kahn Capital Management, LLC | 4K | $339.3K | −$23.2K | Added$12.6K |
| Ameritas Investment Partners, Inc. | 3.93K | $333.6K | −$25.6K | Cut−$28.9K |
| GOLDMAN SACHS GROUP INC | 3.93K | $333.5K | — | New |
| BAILARD, INC. | 3.92K | $333.3K | −$25.5K | Cut−$25.5K |
| Traynor Capital Management, Inc. | 4.05K | $331.1K | −$25.6K | Added$86.9K |
| ALBION FINANCIAL GROUP /UT | 3.89K | $330.5K | −$25.3K | Cut−$33.5K |
| DAVENPORT & Co LLC | 3.82K | $324.1K | −$24.8K | Cut−$27.6K |
| Pathstone Holdings, LLC | 3.8K | $322.4K | −$24.6K | Cut−$24.6K |
| Tiller Private Wealth, Inc. | 3.74K | $317.3K | — | New |
Who left
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$10.9M
- KM Capital Management Ltd.$2.52M
- J.W. COLE ADVISORS, INC.$1.38M
- WCG Wealth Advisors LLC$1.15M
- Hershey Financial Advisers, LLC$1.14M
- Canvas Wealth Advisors, LLC$1M
- TRUE Private Wealth Advisors$936.9K
- Vontobel Holding Ltd.$912.2K
- Vanguard Personalized Indexing Management, LLC$505.4K
- Renaissance Technologies$484.4K
- Cambria Investment Management, L.P.$477.3K
- BURNEY CO/$440.5K
- INTEGRITY ALLIANCE, LLC.$374.9K
- TBH Global Asset Management, LLC$371.7K
- SILVERCREST ASSET MANAGEMENT GROUP LLC$370.2K
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.