Stock
Reported value
$1.2B
Holders
362
+43 new · −35 exited
Holders’ est. mark
−$41M
Price effect on 231 books still in the name
Largest holder
$199.3M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $7.61M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.83M | $199.3M | −$10.7M | Cut−$4.19M |
| Lido Advisors, LLC | 2.16M | $152M | $6.63M | Added$15.6M |
| AE Wealth Management LLC | 1.38M | $97M | −$681.2K | Added$84.1M |
| LPL Financial LLC | 938.1K | $66M | −$2.65M | Added$15.9M |
| AGF MANAGEMENT LTD | 937.7K | $66M | −$3.64M | Cut−$2.97M |
| MORGAN STANLEY | 527.1K | $37.1M | −$1.93M | Added$511.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | 407.9K | $28.7M | −$1.6M | Cut−$3.09M |
| ENVESTNET ASSET MANAGEMENT INC | 333.9K | $23.5M | −$1.3M | Cut−$1.07M |
| WEATHERLY ASSET MANAGEMENT L. P. | 306.5K | $21.6M | −$1.17M | Cut−$562.4K |
| Kestra Advisory Services, LLC | 287.9K | $20.3M | −$1.04M | Added$646.8K |
| RAYMOND JAMES FINANCIAL INC | 266.7K | $18.8M | −$1.01M | Cut−$325.2K |
| MERCER GLOBAL ADVISORS INC /ADV | 234.3K | $16.5M | −$906.9K | Cut−$697K |
| Investors Research Corp | 218.3K | $15.4M | −$835.3K | Cut−$471.4K |
| Apollon Wealth Management, LLC | 216.4K | $15.2M | −$757.7K | Added$870.1K |
| Cetera Investment Advisers | 215.3K | $15.1M | −$808.5K | Cut−$176K |
| ALTFEST L J & CO INC | 213.8K | $15M | −$838.1K | Cut−$10.6M |
| Buttonwood Financial Advisors Inc. | 202.2K | $14.2M | −$792.8K | Cut−$1.45M |
| OSAIC HOLDINGS, INC. | 192.7K | $13.6M | −$758.3K | Cut−$5.59M |
| Aprio Wealth Management, LLC | 186.2K | $13.1M | −$541.5K | Added$2.84M |
| Fischer Financial Services, Inc. | 171.4K | $12.1M | −$670.7K | Cut−$644.7K |
| Marotta Asset Management | 167.4K | $11.9M | −$518.5K | Added$445.3K |
| WELLS FARGO & COMPANY/MN | 156.9K | $11M | −$615K | Cut−$800K |
| Strengthening Families & Communities, LLC | 156.6K | $11M | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 140.6K | $9.89M | −$551.2K | Cut−$1.42M |
| BANK OF AMERICA CORP /DE/ | 118.4K | $8.33M | −$459.6K | Cut−$378.6K |
| RWA WEALTH PARTNERS, LLC | 114.2K | $8.03M | −$447.6K | Cut−$608.7K |
| Modern Wealth Management, LLC | 112.3K | $7.96M | −$378.5K | Cut−$395.4K |
| ASSETMARK, INC | 109K | $7.67M | −$412.5K | Cut−$145.7K |
| Fidelity | 108.2K | $7.61M | −$368.2K | Added$636.9K |
| Steward Partners Investment Advisory, LLC | 106.3K | $7.48M | −$406.6K | Cut−$227.9K |
| SPINNAKER TRUST | 99.4K | $6.99M | −$375.3K | Cut−$117K |
| Larson Financial Group LLC | 93.9K | $6.6M | −$367.9K | Cut−$439.9K |
| Lifeworks Advisors, LLC | 93.4K | $6.57M | −$366.1K | Cut−$1.65M |
| STIFEL FINANCIAL CORP | 93.1K | $6.55M | −$364.9K | Cut−$411.9K |
| Yoder Wealth Management, Inc. | 89.9K | $6.33M | −$352.5K | Cut−$746.7K |
| CITIGROUP INC | 86.6K | $6.1M | −$189.8K | Added$2.5M |
| Traynor Capital Management, Inc. | 86K | $5.92M | −$472.4K | Cut−$669.5K |
| JPMORGAN CHASE & CO | 85.1K | $5.85M | −$467.1K | Cut−$966.2K |
| Financial Partners Group, Inc | 73.7K | $5.18M | −$276K | Cut−$245.1K |
| McGlone Suttner Wealth Management, Inc. | 73.2K | $5.15M | −$286.9K | Cut−$16.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 69.4K | $4.88M | −$98.7K | Added$3.01M |
| MML INVESTORS SERVICES, LLC | 67.7K | $4.76M | −$207K | Added$839.8K |
| Barry Investment Advisors, LLC | 56.6K | $3.98M | −$221.7K | Cut−$240.9K |
| Maltin Wealth Management, Inc. | 56.5K | $3.98M | −$221.7K | Cut−$393.9K |
| Valmark Advisers, Inc. | 52.8K | $3.72M | −$200K | Cut−$73.5K |
| Sigma Planning Corp | 51.5K | $3.63M | −$210.3K | Cut−$292.3K |
| NewEdge Advisors, LLC | 37.8K | $3.62M | $818.5K | Cut−$3.82M |
| UBS Group AG | 47K | $3.31M | −$184.2K | Cut−$767.4K |
| Equitable Holdings, Inc. | 43.7K | $3.24M | −$0 | Added$35.3K |
| Smith Salley Wealth Management | 44.1K | $3.1M | −$170.3K | Cut−$122.4K |
| Kovitz Investment Group Partners, LLC | 42.4K | $2.99M | −$166.3K | Cut−$5.46M |
| Bank of New York Mellon Corp | 41.5K | $2.92M | −$125.6K | Added$543.1K |
| ATLAS CAPITAL ADVISORS INC. | 41.2K | $2.9M | −$151K | Added$36.2K |
| PRINCIPAL SECURITIES, INC. | 40.4K | $2.84M | −$144.7K | Added$102K |
| ROYAL BANK OF CANADA | 39.5K | $2.78M | −$127.9K | Added$348K |
| MAI Capital Management | 39.4K | $2.77M | −$154.4K | Cut−$706.2K |
| JONES FINANCIAL COMPANIES LLLP | 40.4K | $2.77M | −$184.1K | Added$391.1K |
| GOLDMAN SACHS GROUP INC | 38.9K | $2.74M | −$58.9K | Added$1.62M |
| OneDigital Investment Advisors LLC | 38.3K | $2.7M | −$150.2K | Cut−$3.23M |
| Creative Planning | 36.3K | $2.55M | −$142.3K | Cut−$152.1K |
| LYNCH & ASSOCIATES/IN | 36K | $2.53M | −$139.4K | Cut−$109.5K |
| Integrated Wealth Concepts LLC | 34.5K | $2.43M | −$128.4K | Cut−$4.98K |
| Beckerman Institutional, LLC | 34.4K | $2.42M | −$133K | Cut−$103.3K |
| Snowden Capital Advisors LLC | 32.5K | $2.29M | −$127.6K | Cut−$170.9K |
| HARBOUR INVESTMENTS, INC. | 32.1K | $2.26M | −$116.6K | Added$48K |
| Armor Investment Advisors, LLC | 31.3K | $2.21M | −$122.9K | Cut−$200.9K |
| Heck Capital Advisors, LLC | 30.8K | $2.17M | −$120.9K | Cut−$1.22M |
| ROCKLAND TRUST CO | 30.7K | $2.16M | −$120.4K | Cut−$222.9K |
| Mariner, LLC | 29.5K | $2.08M | −$115.8K | Cut−$257.4K |
| Aspetuck Financial Management LLC | 27.6K | $1.94M | −$107.3K | Cut−$92.7K |
| Beaumont Financial Advisors, LLC | 26.7K | $1.88M | −$96.8K | Added$47.8K |
| KDK Private Wealth Management, LLC | 26.1K | $1.83M | −$102.2K | Cut−$122.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 25.2K | $1.77M | −$98.7K | Cut−$162.7K |
| Roxbury Financial LLC | 24.6K | $1.73M | −$96.4K | Cut−$101.3K |
| STOCK YARDS BANK & TRUST CO | 24.3K | $1.71M | −$95.3K | Cut−$132.6K |
| Fifth Third Securities, Inc. | 24.1K | $1.7M | −$94.6K | Cut−$99.2K |
| Jacobs Equity LLC | 23.1K | $1.63M | −$54.4K | Added$538.2K |
| Elevated Capital Advisors, LLC | 22.2K | $1.56M | −$10.4K | Added$1.36M |
| Summit Financial, LLC | 21.9K | $1.54M | −$85.8K | Cut−$541.6K |
| Ameritas Advisory Services, LLC | 21.3K | $1.5M | −$83.5K | Cut−$83.3K |
| AMERIPRISE FINANCIAL INC | 20.6K | $1.45M | −$80.8K | Cut−$288.2K |
| Atlas Brown,Inc. | 20K | $1.41M | −$78.5K | Cut−$92.8K |
| Prospect Financial Services LLC | 19.1K | $1.34M | −$74.7K | Cut−$292K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 18.3K | $1.29M | −$98.4K | Cut−$819.4K |
| Independence Financial Advisors, LLC | 18.3K | $1.29M | −$71.7K | Cut−$71.3K |
| Advisory Services Network, LLC | 16.7K | $1.18M | −$46.2K | Added$299.4K |
| AMERICAN NATIONAL BANK & TRUST | 15.7K | $1.1M | −$54K | Added$81.8K |
| Orion Porfolio Solutions, LLC | 15.5K | $1.09M | −$60.8K | Cut−$282.3K |
| Meridian Wealth Management, LLC | 14.8K | $1.04M | −$52K | Added$52.5K |
| Charter Oak Capital Management, LLC | 14.6K | $1.03M | −$57.1K | Cut−$203.5K |
| Sunbelt Securities, Inc. | 14.4K | $1.01M | −$56.5K | Cut−$97.6K |
| HighTower Advisors, LLC | 14.2K | $995.8K | −$55.3K | Cut−$192.7K |
| PARTNERS WEALTH MANAGEMENT, LLC | 14.1K | $993.8K | −$55.4K | Cut−$63.3K |
| Birchcreek Wealth Management, LLC | 13.9K | $978.1K | −$54.5K | Cut−$89.2K |
| Quantinno Capital Management LP | 13.6K | $958.1K | −$36.3K | Added$270.8K |
| High Point Wealth Management, LLC | 13K | $915.1K | −$46.1K | Added$42K |
| Centerline Wealth Advisors, LLC | 12.9K | $904.3K | −$50.4K | Cut−$1.73M |
| Jaffetilchin Investment Partners, LLC | 12.8K | $898.3K | −$50K | Cut−$74.5K |
| Retirement Planning Group, LLC | 12.7K | $896.4K | −$49.9K | Cut−$70.6K |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 12K | $845.2K | −$47.1K | Cut−$61.9K |
| Certified Advisory Corp | 11.9K | $834.5K | −$36.5K | Added$142.8K |
| BLUE JEAN FINANCIAL LLC | 11.8K | $833.2K | — | New |
| VICUS CAPITAL | 11.7K | $823.2K | −$30.3K | Added$250.1K |
| Wealthstar Advisors, LLC | 11K | $774.6K | −$43.2K | Cut−$53.2K |
| Signature Wealth Management Partners, LLC | 10.9K | $767.6K | −$42K | Cut−$28.7K |
| Focus Partners Wealth | 10.8K | $763K | −$41.6K | Cut−$36.8K |
| Glass Jacobson Investment Advisors llc | 10.8K | $761.3K | −$42.4K | Cut−$66.9K |
| RFG Advisory, LLC | 10.8K | $757.3K | −$42.2K | Cut−$59.8K |
| IFP Advisors, Inc | 10.8K | $756.8K | −$41.8K | Cut−$35.6K |
| Integrated Advisors Network LLC | 10.7K | $749.4K | −$41.8K | Cut−$59.3K |
| Robertson Stephens Wealth Management, LLC | 10.6K | $746.6K | −$40.2K | Cut−$13.4K |
| Pathway Financial Advisers, LLC | 10.4K | $734.2K | −$40.5K | Cut−$32.8K |
| Tower Research Capital LLC (TRC) | 10.2K | $721.1K | — | New |
| Fisher Asset Management, LLC | 10.1K | $710K | −$39.5K | Cut−$62.6K |
| Crumly & Associates Inc. | 10K | $704K | −$39.2K | Cut−$39.2K |
| MISSION WEALTH MANAGEMENT, LP | 10K | $703.9K | −$39.2K | Cut−$93.9K |
| VCI Wealth Management LLC | 9.77K | $687.5K | −$38.3K | Cut−$99.9K |
| Farther Finance Advisors, LLC | 9.44K | $669.4K | −$26.8K | Added$77.9K |
| Essex Financial Services, Inc. | 9.4K | $661.2K | −$35.7K | Cut−$14.5K |
| Prairie Wealth Advisors, Inc. | 0 | $657K | — | Added$223.5K |
| TRUIST FINANCIAL CORP | 9.26K | $651.2K | −$36.3K | Cut−$107.7K |
| SOUTHERN CAPITAL ADVISORS, LLC | 9.1K | $640.4K | −$35.4K | Cut−$29.9K |
| Spire Wealth Management | 9.09K | $639.7K | −$35.7K | Cut−$61.7K |
| Xcel Wealth Management, LLC | 8.91K | $627.2K | −$34.9K | Cut−$34.9K |
| Eldridge Investment Advisors, Inc. | 8.72K | $613.6K | −$34.2K | Cut−$34.2K |
| Comprehensive Money Management Services LLC | 8.43K | $593.3K | −$33.1K | Cut−$38.6K |
| INDEPENDENT FINANCIAL GROUP, LLC | 8.39K | $590.5K | −$32.9K | Cut−$32.2K |
| Legacy Financial Strategies, LLC | 8.27K | $581.8K | −$32.4K | Cut−$38.7K |
| Chicago Partners Investment Group LLC | 8.17K | $578.7K | −$38.6K | Cut−$37.9K |
| Envestnet Portfolio Solutions, Inc. | 8.22K | $578.1K | −$31.8K | Cut−$24.7K |
| Arkadios Wealth Advisors | 8.21K | $577.9K | −$32.2K | Cut−$117.2K |
| Merit Financial Group, LLC | 8.12K | $571K | −$24.1K | Added$113.9K |
| PACIFIC SUN FINANCIAL CORP | 7.78K | $547.3K | −$25.6K | Added$62K |
| Claris Financial LLC | 7.61K | $535.4K | −$29.8K | Cut−$29.8K |
| ROMAN BUTLER FULLERTON & CO | 7.36K | $529.1K | −$31.2K | Cut−$31.2K |
| WHALEROCK POINT PARTNERS, LLC | 7.23K | $508.9K | −$28.4K | Cut−$28.3K |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 7.21K | $507K | −$28.2K | Cut−$241.6K |
| LexAurum Advisors, LLC | 7.13K | $501.8K | — | Held |
| WARNER FINANCIAL, INC | 7.11K | $500K | $474.4K | Added$499.5K |
| HRC WEALTH MANAGEMENT, LLC | 7.01K | $493K | −$27.5K | Cut−$85.4K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 7K | $492.3K | −$25.9K | Added$2.28K |
| SMITH CHAS P & ASSOCIATES PA CPAS | 6.91K | $486.2K | −$27.1K | Cut−$27.1K |
| CDM FINANCIAL COUNSELING SERVICES, INC. | 6.89K | $485K | −$27K | Cut−$34.3K |
| Arax Advisory Partners | 6.89K | $484.8K | −$27K | Cut−$125.5K |
| Athena Wealth Management, LLC | 6.81K | $478.9K | −$21.9K | Added$63.7K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6.72K | $473.1K | −$26.4K | Cut−$47.2K |
| Centennial Wealth Advisory LLC | 6.71K | $472.2K | — | New |
| TBH Global Asset Management, LLC | 6.71K | $471.8K | −$25.9K | Cut−$17.8K |
| StoneX Group Inc. | 6.68K | $469.8K | −$27.3K | Cut−$177.1K |
| Wealth Management Associates, Inc. | 6.65K | $467.6K | −$26K | Cut−$25.9K |
| Mascoma Wealth Management LLC | 6.54K | $460.3K | −$25.6K | Cut−$25.3K |
| MCRAE CAPITAL MANAGEMENT INC | 6.45K | $453.5K | −$24.8K | Cut−$16.9K |
| Pathstone Holdings, LLC | 6.2K | $436K | −$24.3K | Cut−$24.3K |
| Elm3 Financial Group, LLC | 6.12K | $430.5K | −$22.9K | Cut−$4.04K |
| Demars Financial Group, LLC | 6.03K | $424.4K | −$23.6K | Cut−$25.7K |
| Avior Wealth Management, LLC | 6K | $422.4K | −$23.5K | Cut−$25.6K |
| Atria Investments, Inc | 5.88K | $413.7K | −$23K | Cut−$22.6K |
| Compound Planning, Inc. | 5.85K | $411.3K | −$22.9K | Cut−$34.7K |
| LifeSteps Financial, Inc. | 5.82K | $409.2K | −$22.8K | Cut−$89.5K |
| Transamerica Financial Advisors, LLC | 5.8K | $408.5K | −$9.8K | Added$222K |
| World Investment Advisors | 5.77K | $405.9K | −$22.6K | Cut−$21.9K |
| Elevation Wealth Management LLC | 5.75K | $404.2K | — | New |
| DEFINE FINANCIAL, LLC | 5.66K | $398.2K | −$22.1K | Cut−$20.8K |
| Rothschild Wealth LLC | 5.62K | $395.1K | −$22K | Cut−$30.8K |
| PUREfi Wealth, LLC | 5.6K | $393.9K | −$21.9K | Cut−$21.9K |
| Soltis Investment Advisors LLC | 5.59K | $393.3K | −$17.2K | Added$68.5K |
| NBC SECURITIES, INC. | 5.56K | $391.3K | −$21.8K | Cut−$36.6K |
| LongView Wealth Management | 5.35K | $383.8K | −$19.8K | Cut−$237.8K |
| CWM, LLC | 5.34K | $376.1K | $355.2K | Added$375.7K |
| Cherry Tree Wealth Management, LLC | 5.31K | $373.9K | −$20.8K | Cut−$20.8K |
| Monte Financial Group, LLC | 5.28K | $371.4K | −$18.6K | Added$19.7K |
| Ipsen Advisor Group LLC | 5.26K | $370.2K | −$20.6K | Cut−$19K |
| Rehmann Capital Advisory Group | 5.21K | $366.8K | −$20.4K | Cut−$20K |
| OneAscent Financial Services LLC | 5.21K | $366.3K | −$20.4K | Cut−$23.2K |
| Modera Wealth Management, LLC | 5.2K | $366K | — | New |
| Partnership Wealth Management, LLC | 5.19K | $365.4K | −$18.5K | Added$15.1K |
| Carr Financial Group Corp | 5.14K | $361.9K | −$19.2K | Cut−$1.29K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 5.14K | $361.8K | — | New |
| Richard C. Young & CO., LTD. | 5.12K | $360K | −$18.9K | Added$849 |
| Coordinated Financial Services, Inc. | 5.03K | $353.7K | −$19.7K | Cut−$26.7K |
| FOUNDERS FINANCIAL SECURITIES LLC | 4.91K | $352.2K | −$12.6K | Cut−$55K |
| Baird Financial Group, Inc. | 4.99K | $351.2K | −$19.6K | Cut−$19.6K |
| Western Wealth Management, LLC | 4.85K | $341.4K | −$19K | Cut−$23K |
| Bayshore Capital Advisors, LLC | 4.8K | $337.5K | −$18.8K | Cut−$18.8K |
| Savvy Advisors, Inc. | 4.79K | $337.2K | −$18.2K | Cut−$8.17K |
| Buska Wealth Management, LLC | 4.79K | $337K | −$18.8K | Cut−$348.6K |
| PKS Advisory Services, LLC | 4.73K | $332.9K | −$18.6K | Cut−$18.5K |
| BlackRock, Inc. | 4.72K | $332.1K | −$18.5K | Cut−$61.3K |
| AtlasMark Financial, Inc | 4.4K | $326.8K | $0 | Held |
| Valley Brook Capital Group, Inc. | 4.62K | $325.2K | −$15.5K | Added$31K |
| PFG Advisors | 4.61K | $324.1K | −$17.9K | Cut−$15.1K |
| Calamos Wealth Management LLC | 4.57K | $321.8K | −$17.6K | Cut−$11.5K |
| Calamos Advisors LLC | 4.57K | $321.8K | — | New |
| Astra Wealth Partners LLC | 4.57K | $321.5K | −$17.9K | Cut−$17.9K |
| Good Harbor Advisors, Inc. | 4.54K | $319.3K | −$17.8K | Cut−$17.8K |
| MONTAG A & ASSOCIATES INC | 4.52K | $318.2K | −$17.7K | Cut−$326.4K |
| Mutual Advisors, LLC | 4.31K | $303.3K | −$16.9K | Cut−$31.2K |
| Brookstone Capital Management | 4.17K | $293.1K | −$13.2K | Added$42K |
| Regal Investment Advisors LLC | 4.15K | $292K | −$16.3K | Cut−$16.3K |
| Stratos Investment Management, LLC | 4.15K | $291.7K | −$12.6K | Added$52.7K |
| Piscataqua Savings Bank | 4.14K | $291.6K | −$16.2K | Cut−$16.2K |
| Per Stirling Capital Management, LLC. | 4.05K | $285.1K | −$15.7K | Cut−$12.5K |
| Geneos Wealth Management Inc. | 4.04K | $284K | −$15.8K | Cut−$21.8K |
| Patriot Financial Group Insurance Agency, LLC | 4.02K | $283.2K | — | New |
| CAPTRUST FINANCIAL ADVISORS | 4.01K | $282K | −$15.7K | Cut−$47.8K |
| Corient Private Wealth LLC | 3.94K | $279.5K | −$13.3K | Cut−$44.1K |
| Artemis Wealth Advisors, LLC | 3.95K | $277.7K | −$15.4K | Cut−$14.6K |
| SVB WEALTH LLC | 3.93K | $276.8K | −$15.4K | Cut−$15.2K |
| SWMG, LLC | 3.93K | $276.4K | −$18.8K | Cut−$15.6K |
| M&T Bank Corp | 3.81K | $268.3K | −$14.9K | Cut−$14.9K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 3.81K | $267.9K | −$14K | Added$2.42K |
| FIFTH THIRD BANCORP | 3.8K | $267.4K | −$999 | Added$248.4K |
| Private Advisor Group, LLC | 3.76K | $264.8K | −$14.8K | Cut−$34.7K |
| Gladstone Institutional Advisory LLC | 3.7K | $260.3K | — | New |
| SWEENEY & MICHEL, LLC | 3.61K | $257.4K | −$12.1K | Cut−$11.6K |
| Apex Wealth Management, LLC | 3.65K | $256.8K | −$16.1K | Cut−$16.1K |
| River Wealth Advisors LLC | 3.61K | $254K | −$14.1K | Cut−$13K |
| WealthCare Investment Partners, LLC | 3.61K | $253.1K | −$16K | Cut−$22.2K |
| M. Kulyk & Associates, LLC | 3.59K | $252.8K | −$14.1K | Cut−$102.7K |
| Cullen/Frost Bankers, Inc. | 3.55K | $249.7K | −$6.14K | Added$132.8K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.51K | $247K | −$13.3K | Cut−$6.02K |
| Glen Eagle Advisors, LLC | 3.41K | $239.8K | −$13.4K | Cut−$27K |
| KINTRA WEALTH, LLC | 3.4K | $239.2K | — | New |
| Eley Financial Management, Inc | 3.33K | $234.6K | −$13.1K | Cut−$13.1K |
| Mesirow Financial Investment Management, Inc. | 3.33K | $234.5K | −$13.1K | Cut−$13.1K |
| Empower Advisory Group, LLC | 3.22K | $226.6K | — | New |
| Sovran Advisors, LLC | 3.2K | $225.4K | −$15.6K | Cut−$14.2K |
| NORTHERN TRUST CORP | 3.19K | $224.6K | — | New |
| D'Orazio & Associates, Inc. | 3.18K | $223.4K | −$12.4K | Cut−$12.4K |
| JANE STREET GROUP, LLC | 3.17K | $222.8K | — | New |
| Commonwealth Financial Services, LLC | 3.16K | $222.1K | −$12.4K | Cut−$12.4K |
| AssuredPartners Investment Advisors, LLC | 3.04K | $213.4K | −$12K | Cut−$12K |
| KCM INVESTMENT ADVISORS LLC | 3K | $211.2K | −$11.8K | Cut−$26.3K |
| Point72 Asset Management, L.P. | 2.97K | $209.1K | — | New |
| ALPHA CAPITAL ADVISORS INC /ADV | 2.95K | $207.6K | −$14.3K | Cut−$14.3K |
| PNC Financial Services Group, Inc. | 2.93K | $206K | −$11.5K | Cut−$31.2K |
| Continuum Advisory, LLC | 2.92K | $205.1K | −$11.4K | Cut−$18.3K |
| MONEY CONCEPTS CAPITAL CORP | 2.91K | $204.6K | — | New |
| Pallas Capital Advisors LLC | 2.89K | $203.5K | −$11.4K | Cut−$11.2K |
| Allworth Financial LP | 2.65K | $186.8K | −$10K | Cut−$3.1K |
| Atlantic Union Bankshares Corp | 2.54K | $178.4K | −$9.94K | Cut−$9.94K |
| Rosenberg Matthew Hamilton | 2.21K | $155.4K | −$8.65K | Cut−$8.65K |
| BLAIR WILLIAM & CO/IL | 2.07K | $145.6K | −$8.13K | Cut−$15.5K |
| SIGNATUREFD, LLC | 2K | $140.7K | — | Added$140.7K |
| Financial Perspectives, Inc | 2K | $140.6K | −$7.43K | Cut−$41 |
| Qube Research & Technologies Ltd | 1.96K | $137.8K | −$6.62K | Added$12.4K |
| Sound Income Strategies, LLC | 1.88K | $133.2K | −$7.23K | Cut−$7.23K |
| HOWE & RUSLING INC | 1.78K | $125.1K | −$6.97K | Cut−$6.97K |
| Pinnacle Wealth Planning Services, Inc. | 1.48K | $104.2K | −$5.81K | Cut−$5.81K |
| CoreCap Advisors, LLC | 1.34K | $94.6K | −$5.27K | Cut−$6.76K |
Who left
- Advisors Capital Management, LLC$5.37M
- Bellwether Advisors, LLC$4.05M
- Capital Advisory Group Advisory Services, LLC$1.61M
- MARSHALL WACE, LLP$703.8K
- WBI INVESTMENTS, LLC$701.1K
- J.W. COLE ADVISORS, INC.$692.3K
- Gross & Hartman Investments LLC$279.6K
- Renaissance Technologies$267.2K
- KW WEALTH MANAGEMENT LLC$260.8K
- Cambria Investment Management, L.P.$253.1K
- American Trust$235.9K
- GTS SECURITIES LLC$223K
- JOHNSON INVESTMENT COUNSEL INC$215.4K
- HBK Sorce Advisory LLC$214.3K
- Madison Wealth Partners, Inc$208.6K
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.