Stock
Reported value
$3.43B
Holders
604
+51 new · −51 exited
Holders’ est. mark
−$221.1M
Price effect on 241 books still in the name
Largest holder
$452.7M
Lido Advisors, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $45.1M
- Icahn Capital0.0% · $3.53M
- Citadel0.0% · $4.97M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Lido Advisors, LLC | 2.18M | $452.7M | −$29.8M | Cut−$14.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.41M | $293.6M | −$23M | Cut−$17.6M |
| BANK OF AMERICA CORP /DE/ | 981.2K | $204.1M | −$16.3M | Cut−$261.7M |
| LPL Financial LLC | 702.8K | $146.2M | −$11.5M | Cut−$9.85M |
| ENVESTNET ASSET MANAGEMENT INC | 687.3K | $143M | −$11.4M | Cut−$17.8M |
| AGF MANAGEMENT LTD | 678.4K | $141.1M | −$10.9M | Cut−$5.61M |
| COMMONWEALTH EQUITY SERVICES, LLC | 667.4K | $138.8M | −$10.8M | Cut−$6.56M |
| Richard Bernstein Advisors LLC | 594K | $123.6M | −$9.87M | Cut−$176.1M |
| Kestra Investment Management, LLC | 547.3K | $113.9M | −$4.63M | Added$51.2M |
| MORGAN STANLEY | 402.5K | $83.7M | −$6.07M | Added$1.64M |
| MERCER GLOBAL ADVISORS INC /ADV | 379.9K | $79M | −$6.31M | Cut−$11.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 342.6K | $71.3M | −$5.21M | Added$883.6K |
| OSAIC HOLDINGS, INC. | 269.7K | $56.1M | −$4.5M | Cut−$11.2M |
| Portfolio Strategies, Inc. | 232.3K | $48.3M | −$3.86M | Cut−$4.58M |
| Fidelity | 216.7K | $45.1M | −$3.11M | Added$3M |
| PRINCIPAL SECURITIES, INC. | 212.9K | $44.3M | −$2.48M | Added$10.8M |
| Kestra Advisory Services, LLC | 183.5K | $38.2M | −$2.87M | Cut−$686.3K |
| JPMORGAN CHASE & CO | 153.4K | $30.6M | −$3.6M | Cut−$1.45M |
| Morningstar Investment Management LLC | 118K | $24.5M | $19.8M | Added$24.5M |
| UBS Group AG | 112.1K | $23.3M | −$1.86M | Cut−$1.92M |
| STIFEL FINANCIAL CORP | 110.6K | $23M | −$1.84M | Cut−$3.91M |
| Prime Capital Investment Advisors, LLC | 105.6K | $22M | −$49.1K | Added$21.3M |
| Financial Partners Group, Inc | 105.5K | $22M | −$1.57M | Cut−$1.56M |
| PFG Advisors | 102.3K | $21.3M | −$1.67M | Cut−$1.33M |
| RAYMOND JAMES FINANCIAL INC | 101.3K | $21.1M | −$1.68M | Cut−$3.44M |
| Yoder Wealth Management, Inc. | 98.1K | $20.4M | −$1.44M | Added$940.1K |
| Steward Partners Investment Advisory, LLC | 97.4K | $20.3M | −$1.61M | Cut−$1.56M |
| Cetera Investment Advisers | 96.9K | $20.2M | −$1.61M | Cut−$4.56M |
| MAI Capital Management | 96.2K | $20M | −$1.6M | Cut−$1.55M |
| Kraft, Davis & Associates, LLC | 78.2K | $19.3M | $1.45M | Added$723.7K |
| Fischer Financial Services, Inc. | 88.1K | $18.3M | −$1.44M | Cut−$1.11M |
| WELLS FARGO & COMPANY/MN | 84.3K | $17.5M | −$1.4M | Cut−$1.78M |
| AMERIPRISE FINANCIAL INC | 80.9K | $16.8M | −$1.35M | Cut−$4.74M |
| CITIGROUP INC | 76.7K | $16M | −$706.6K | Added$6.41M |
| Independence Financial Advisors, LLC | 74.8K | $15.6M | −$1.24M | Cut−$2.48M |
| Marotta Asset Management | 68.2K | $14.4M | −$570.2K | Added$5.19M |
| Eaton Financial Holdings Company, LLC | 64.5K | $13.4M | −$1.07M | Cut−$7.63M |
| Advisory Services Network, LLC | 58.8K | $12.2M | −$977.8K | Cut−$1.06M |
| ROYAL BANK OF CANADA | 58.7K | $12.2M | −$975.7K | Cut−$6.26M |
| Armor Investment Advisors, LLC | 57.1K | $11.9M | −$931.6K | Cut−$721.3K |
| Lifeworks Advisors, LLC | 56.8K | $11.8M | −$860.6K | Added$194.1K |
| CLEAR WAVE WEALTH MANAGEMENT LLC | 56.6K | $11.8M | — | Held |
| Mariner, LLC | 56.4K | $11.7M | −$936.6K | Cut−$3.06M |
| TWO SIGMA INVESTMENTS, LP | 54.8K | $11.4M | −$910.6K | Cut−$36.9M |
| Mutual Advisors, LLC | 52.6K | $10.9M | −$776K | Added$460.1K |
| Quantinno Capital Management LP | 50.9K | $10.6M | −$823.7K | Cut−$547.7K |
| Summit Financial, LLC | 49.6K | $10.3M | −$806.5K | Cut−$585.2K |
| Kovitz Investment Group Partners, LLC | 49.4K | $10.3M | −$820.9K | Cut−$16.8M |
| MML INVESTORS SERVICES, LLC | 46.6K | $9.69M | −$774.1K | Cut−$2.23M |
| Smith Salley Wealth Management | 45.8K | $9.54M | −$749.6K | Cut−$595.9K |
| RWA WEALTH PARTNERS, LLC | 45.4K | $9.44M | −$754K | Cut−$1.79M |
| Goldstone Financial Group, LLC | 44.3K | $9.21M | −$736.1K | Cut−$2.46M |
| ATLAS CAPITAL ADVISORS INC. | 43.4K | $9.03M | −$721.1K | Cut−$1.14M |
| Creative Planning | 42.7K | $8.89M | −$593.7K | Added$859.9K |
| ASSETMARK, INC | 40.2K | $8.37M | −$633.9K | Cut−$195.3K |
| Claro Advisors Inc. | 37.6K | $7.81M | −$609K | Cut−$417.8K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 37.5K | $7.8M | −$623.1K | Cut−$857.4K |
| Traynor Capital Management, Inc. | 38.8K | $7.74M | −$943.6K | Cut−$662.3K |
| PRIMORIS WEALTH ADVISORS, LLC | 36.5K | $7.58M | −$606.5K | Cut−$637K |
| Sterling Investment Counsel, LLC | 34.6K | $7.19M | −$21.7K | Added$6.9M |
| Crumly & Associates Inc. | 34.3K | $7.13M | −$569.6K | Cut−$596.6K |
| SOUTHERN CAPITAL ADVISORS, LLC | 32.8K | $6.82M | −$545K | Cut−$2.18M |
| Sigma Planning Corp | 32.6K | $6.78M | −$1.09M | Cut−$1.19M |
| Snowden Capital Advisors LLC | 32K | $6.67M | −$532.5K | Cut−$665.5K |
| JONES FINANCIAL COMPANIES LLLP | 31.5K | $6.4M | −$512.5K | Added$1.07M |
| Adams Wealth Management | 29.9K | $6.22M | −$497.1K | Cut−$1.52M |
| CacheTech Inc. | 29.9K | $6.22M | −$497.1K | Cut−$1.52M |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 29.4K | $6.12M | −$488.8K | Cut−$620.3K |
| Financial Perspectives, Inc | 29.1K | $6.06M | −$483.9K | Cut−$483.1K |
| Focus Partners Wealth | 28.8K | $5.99M | −$467.5K | Cut−$829.4K |
| High Point Wealth Management, LLC | 28.7K | $5.98M | −$429.4K | Added$172.5K |
| KDK Private Wealth Management, LLC | 28.1K | $5.85M | −$466.9K | Cut−$622.1K |
| Capital Planning LLC | 27.6K | $5.75M | −$412.3K | Added$419.5K |
| Aspetuck Financial Management LLC | 27.1K | $5.63M | −$441.8K | Cut−$338.4K |
| Equitable Holdings, Inc. | 24.5K | $5.49M | $0 | Added$125.4K |
| &PARTNERS | 25.8K | $5.36M | −$429.7K | Cut−$427.7K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 25.4K | $5.29M | −$422.6K | Cut−$1.17M |
| JANE STREET GROUP, LLC | 24.4K | $5.08M | −$392.1K | Cut−$219.8K |
| Beaumont Financial Advisors, LLC | 24.4K | $5.07M | −$391.5K | Cut−$218.6K |
| LYNCH & ASSOCIATES/IN | 24.3K | $5.05M | −$393.5K | Cut−$269.9K |
| Chicago Partners Investment Group LLC | 20.3K | $5M | $419.8K | Added$317.4K |
| Citadel | 23.9K | $4.97M | — | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 23.8K | $4.96M | −$396.1K | Cut−$673.8K |
| Heck Capital Advisors, LLC | 23.7K | $4.94M | −$372.7K | Cut−$104.5K |
| Tower Research Capital LLC (TRC) | 23.5K | $4.88M | −$118.1K | Added$3.29M |
| Integrated Advisors Network LLC | 22.5K | $4.67M | −$271.2K | Added$1M |
| Northwest Wealth Advisors, LLC | 21.5K | $4.47M | −$303.6K | Added$360.7K |
| HighTower Advisors, LLC | 21.2K | $4.41M | −$351.9K | Cut−$11.8M |
| MGO ONE SEVEN LLC | 20.8K | $4.32M | −$342.5K | Cut−$310.4K |
| GOLDMAN SACHS GROUP INC | 20.3K | $4.23M | −$312.9K | Cut−$2.89K |
| Prospera Financial Services Inc | 20.3K | $4.22M | −$336.7K | Cut−$367.4K |
| Investment Advisory Services Group LLC | 20K | $4.16M | −$331.9K | Cut−$514.3K |
| Mowery & Schoenfeld Wealth Management, LLC | 19.9K | $4.15M | −$331.5K | Cut−$2.56M |
| Arkadios Wealth Advisors | 19.8K | $4.11M | −$328.3K | Cut−$369.7K |
| Mokosak Advisory Group, LLC | 19.4K | $4.03M | −$321.8K | Cut−$356K |
| Jacobs Equity LLC | 19.2K | $4M | −$206.7K | Added$1.21M |
| Fingerlakes Wealth Management, Inc. | 19.1K | $3.97M | −$317.4K | Cut−$431.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 18.6K | $3.95M | −$297.6K | Cut−$2.52M |
| JBR Co Financial Management Inc | 17.4K | $3.9M | $0 | Held |
| Alliance Private Wealth, LLC | 18.5K | $3.84M | −$206.4K | Cut−$86.8K |
| Sunbelt Securities, Inc. | 18.4K | $3.83M | −$299.4K | Cut−$215.5K |
| Allworth Financial LP | 18.3K | $3.8M | −$303.8K | Cut−$346.3K |
| Meridian Wealth Management, LLC | 18.2K | $3.79M | −$300.9K | Cut−$276.4K |
| BNP PARIBAS FINANCIAL MARKETS | 17.4K | $3.63M | −$278.7K | Cut−$141.8K |
| Reliant Investment Partners, LLC | 17.2K | $3.57M | −$285.4K | Cut−$302.5K |
| Oxford Wealth Group, LLC | 17.1K | $3.56M | −$284.7K | Cut−$427.6K |
| Icahn Capital | 16.9K | $3.53M | −$262.3K | Cut−$19.3K |
| Sanctuary Advisors, LLC | 16.6K | $3.45M | −$276.1K | Cut−$3.57M |
| TBH Global Asset Management, LLC | 16.6K | $3.45M | −$275.7K | Cut−$1.4M |
| Visionary Wealth Advisors | 16.5K | $3.44M | −$274.8K | Cut−$403.8K |
| Anchor Investment Management, LLC | 16.2K | $3.37M | −$269.5K | Cut−$471.7K |
| DAHRING | CUSMANO LLC | 16.1K | $3.35M | −$260.3K | Cut−$164K |
| Stratos Wealth Partners, LTD. | 15.8K | $3.28M | −$255.6K | Cut−$170K |
| Maltin Wealth Management, Inc. | 15.7K | $3.27M | −$260.9K | Cut−$444K |
| Eley Financial Management, Inc | 15.6K | $3.24M | −$255.4K | Cut−$207.8K |
| Secure Asset Management, LLC | 14.7K | $3.06M | −$244.7K | Cut−$476.1K |
| Bank of New York Mellon Corp | 14.6K | $3.05M | −$243.1K | Cut−$1.77M |
| AMERICAN NATIONAL BANK & TRUST | 14.6K | $3.03M | −$215.9K | Added$117.8K |
| EP Wealth Advisors, LLC | 14.2K | $2.96M | −$236.4K | Cut−$277.3K |
| Nova Wealth Management, Inc. | 13.7K | $2.86M | −$176.8K | Added$465.9K |
| SUMMIT WEALTH GROUP LLC / CO | 13.6K | $2.84M | −$226.8K | Cut−$961.9K |
| Samalin Investment Counsel, LLC | 13.5K | $2.82M | −$194.1K | Added$192.3K |
| Corient Private Wealth LLC | 13.4K | $2.76M | −$242K | Cut−$113.4K |
| Ciovacco Capital Management LLC | 13.2K | $2.74M | −$219.2K | Cut−$248.9K |
| Rehmann Capital Advisory Group | 13K | $2.7M | −$215.5K | Cut−$238.8K |
| Robertson Stephens Wealth Management, LLC | 12.8K | $2.67M | −$210.5K | Cut−$178.7K |
| Ancora Advisors LLC | 12.8K | $2.66M | −$212.6K | Cut−$212.6K |
| Private Advisor Group, LLC | 12.1K | $2.52M | −$201.7K | Cut−$349.1K |
| SAX WEALTH ADVISORS, LLC | 11.2K | $2.51M | $0 | Held |
| NORTHBRIDGE FINANCIAL GROUP, LLC | 11.1K | $2.5M | $17K | Added$20.4K |
| SPINNAKER TRUST | 12K | $2.49M | −$198.7K | Cut−$279.6K |
| NAVELLIER & ASSOCIATES INC | 11.5K | $2.39M | −$191.1K | Cut−$328.2K |
| DAVENPORT & Co LLC | 11.4K | $2.38M | −$177.2K | Cut−$14.5K |
| Curi Capital, LLC | 11.4K | $2.37M | −$189.5K | Cut−$685.5K |
| WCG Wealth Advisors LLC | 11K | $2.3M | −$183.4K | Cut−$858.1K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 10.8K | $2.26M | −$154.7K | Added$166.6K |
| EVERPAR ADVISORS LLC | 10.8K | $2.25M | −$131.5K | Added$472.2K |
| Golden State Wealth Management, LLC | 10.7K | $2.23M | −$171.4K | Cut−$90K |
| IHT Wealth Management, LLC | 10.7K | $2.22M | −$177.8K | Cut−$1.51M |
| BENJAMIN EDWARDS INC | 10.7K | $2.22M | −$172K | Cut−$107.1K |
| Atlas Brown,Inc. | 10.6K | $2.21M | −$176.5K | Cut−$221.5K |
| Cooper Financial Group | 10.6K | $2.2M | −$175.8K | Cut−$273.3K |
| Certified Advisory Corp | 10.4K | $2.17M | −$173.5K | Cut−$351.9K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 10.2K | $2.13M | −$169.8K | Cut−$2.6M |
| LEVEL FOUR ADVISORY SERVICES, LLC | 10.1K | $2.1M | −$135.4K | Added$267.3K |
| McMillan Office, Inc. | 10K | $2.08M | −$166.5K | Cut−$166.5K |
| Vestmark Advisory Solutions, Inc. | 9.96K | $2.07M | −$165.5K | Cut−$2.92M |
| Savvy Advisors, Inc. | 9.61K | $2M | −$159.7K | Cut−$351.8K |
| Ameritas Advisory Services, LLC | 9.52K | $1.98M | −$158.3K | Cut−$190.4K |
| Stonebrook Private Inc. | 9.45K | $1.97M | −$157K | Cut−$1.68M |
| WHALEROCK POINT PARTNERS, LLC | 9.44K | $1.96M | −$156.8K | Cut−$162K |
| CWM, LLC | 9.39K | $1.95M | $1.22M | Added$1.95M |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 9.25K | $1.92M | −$142.6K | Cut−$3.19K |
| Soltis Investment Advisors LLC | 9.23K | $1.92M | −$135.3K | Added$90.2K |
| IFP Advisors, Inc | 9.13K | $1.9M | −$125.4K | Added$203.9K |
| Pathstone Holdings, LLC | 9.12K | $1.9M | −$151.5K | Cut−$228.6K |
| Baker Avenue Asset Management, LP | 8.85K | $1.84M | −$147.2K | Cut−$203.3K |
| RFG Advisory, LLC | 8.85K | $1.84M | −$147.1K | Cut−$215.6K |
| Avior Wealth Management, LLC | 8.52K | $1.77M | −$141.6K | Cut−$164.7K |
| Orion Porfolio Solutions, LLC | 8.47K | $1.76M | −$140.6K | Cut−$2.81M |
| Focus Financial Network, Inc. | 8.45K | $1.76M | −$140.4K | Cut−$237.4K |
| NWAM LLC | 8.4K | $1.75M | −$157.7K | Cut−$417.4K |
| TRUIST FINANCIAL CORP | 8.14K | $1.69M | −$135.4K | Cut−$193.1K |
| DUNCKER STREETT & CO INC | 8.08K | $1.68M | −$134.3K | Cut−$201.7K |
| Atria Investments, Inc | 8.07K | $1.68M | −$134.3K | Cut−$2.08M |
| Spire Wealth Management | 8.05K | $1.67M | −$120.8K | Added$42.5K |
| CVA Family Office, LLC | 7.93K | $1.65M | −$7.36K | Added$1.55M |
| CLIENT 1ST ADVISORY GROUP, LLC | 7.84K | $1.63M | −$130.3K | Cut−$158.4K |
| CAP Partners, LLC | 7.75K | $1.61M | −$127.4K | Cut−$109.9K |
| EVOKE WEALTH, LLC | 7.73K | $1.61M | −$128.5K | Cut−$128.5K |
| SWEENEY & MICHEL, LLC | 7.02K | $1.59M | $19.2K | Added$111.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.63K | $1.59M | −$126.8K | Cut−$3.26M |
| Investors Research Corp | 7.58K | $1.58M | −$120.3K | Cut−$47.3K |
| Silver Lake Advisory, LLC | 7.51K | $1.56M | −$124.8K | Cut−$147.3K |
| Elm3 Financial Group, LLC | 7.45K | $1.55M | −$123.9K | Cut−$140.5K |
| Modern Wealth Management, LLC | 7.28K | $1.53M | −$101.7K | Cut−$314.2K |
| Anfield Capital Management, LLC | 7.34K | $1.53M | — | New |
| TWO SIGMA SECURITIES, LLC | 7.18K | $1.49M | — | New |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 7.16K | $1.49M | −$119.1K | Cut−$151.9K |
| Claris Financial LLC | 10.1K | $1.48M | −$473.8K | Added$126.8K |
| CAPTRUST FINANCIAL ADVISORS | 7.08K | $1.47M | −$114K | Cut−$59.5K |
| NewEdge Advisors, LLC | 28.1K | $1.46M | −$4.86M | Cut−$9.19M |
| BridgePort Financial Solutions, LLC | 7.02K | $1.46M | −$116.7K | Cut−$272.1K |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 7.01K | $1.46M | −$39K | Added$930.3K |
| BLAIR WILLIAM & CO/IL | 6.99K | $1.45M | −$84.1K | Added$316.4K |
| Farther Finance Advisors, LLC | 6.89K | $1.45M | −$96.2K | Cut−$269.5K |
| Belpointe Asset Management LLC | 6.91K | $1.44M | −$110.1K | Cut−$49.9K |
| CERTUITY, LLC | 6.83K | $1.42M | −$113.5K | Cut−$112K |
| FLORIDA FINANCIAL ADVISORS, LLC | 6.72K | $1.4M | −$105K | Cut−$18.8K |
| Merit Financial Group, LLC | 6.69K | $1.39M | −$87.8K | Added$204.7K |
| Palacios Wealth Management, LLC | 5.62K | $1.38M | $79.2K | Added$562.2K |
| Redwood Financial Network Corp | 6.61K | $1.38M | −$87.8K | Added$189.1K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6.53K | $1.36M | −$108.4K | Cut−$8.3M |
| NorthLanding Financial Partners, LLC | 6.49K | $1.35M | −$107.9K | Cut−$142.1K |
| SeaCrest Wealth Management, LLC | 6.49K | $1.35M | −$132.1K | Cut−$201.3K |
| EPG Wealth Management LLC | 6.42K | $1.34M | −$106.9K | Cut−$116.2K |
| Sovran Advisors, LLC | 5.37K | $1.32M | $107.1K | Added$44.8K |
| HARBOUR INVESTMENTS, INC. | 6.34K | $1.32M | −$81.2K | Added$220.9K |
| MONEY CONCEPTS CAPITAL CORP | 6.34K | $1.32M | −$95.6K | Added$25.2K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 5.35K | $1.32M | $96.9K | Added$101.5K |
| LIBERTY WEALTH MANAGEMENT LLC | 6.25K | $1.3M | −$99.1K | Cut−$39K |
| Strategic Blueprint, LLC | 6.19K | $1.29M | −$102.9K | Cut−$112.4K |
| JSF Financial, LLC | 6.19K | $1.29M | −$102.9K | Cut−$1.27M |
| Canton Hathaway, LLC | 6.14K | $1.28M | −$102.1K | Cut−$102.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | 6.05K | $1.26M | −$100.6K | Cut−$100.6K |
| Focus Partners Advisor Solutions, LLC | 6.03K | $1.26M | −$97.2K | Cut−$58.3K |
| Arax Advisory Partners | 5.87K | $1.22M | −$97.7K | Cut−$2.31M |
| SILVER OAK SECURITIES, INCORPORATED | 5.87K | $1.22M | −$92K | Added$110.9K |
| Purkiss Capital Advisors LLC | 5.75K | $1.2M | −$95.7K | Cut−$638.9K |
| Retirement Planning Group, LLC | 5.72K | $1.19M | −$81.1K | Added$93.6K |
| Global Financial Private Client, LLC | 5.72K | $1.19M | −$90.1K | Cut−$28.3K |
| Csenge Advisory Group | 5.62K | $1.17M | −$93.4K | Cut−$104K |
| HB Wealth Management, LLC | 5.6K | $1.17M | −$93.2K | Cut−$150.7K |
| Rockefeller Capital Management L.P. | 5.48K | $1.14M | −$78.1K | Added$85.9K |
| OneAscent Financial Services LLC | 5.46K | $1.14M | −$81.7K | Added$33K |
| FIFTH THIRD BANCORP | 5.33K | $1.11M | −$20.4K | Added$832.3K |
| BlackRock, Inc. | 5.33K | $1.11M | −$34.7K | Added$637.8K |
| Wealthstar Advisors, LLC | 5.32K | $1.11M | −$88.3K | Cut−$134.1K |
| Independent Advisor Alliance | 5.27K | $1.1M | — | New |
| Wealthcare Advisory Partners LLC | 5.25K | $1.09M | −$84.4K | Cut−$48K |
| Essex Financial Services, Inc. | 5.24K | $1.09M | −$87.1K | Cut−$109.3K |
| Ashton Thomas Private Wealth, LLC | 5.12K | $1.06M | −$85K | Cut−$86.4K |
| FORTE ASSET MANAGEMENT LLC | 5K | $1.04M | −$83.1K | Cut−$82.9K |
| Wiser Wealth Management, Inc | 4.99K | $1.04M | −$82.9K | Cut−$82.9K |
| Beacon Pointe Advisors, LLC | 4.98K | $1.04M | −$40.9K | Added$484K |
| Sanchez Gaunt Capital Management, LLC | 4.86K | $1.01M | — | Held |
| Optiver Holding B.V. | 4.82K | $1M | — | New |
| Sequoia Financial Advisors, LLC | 4.82K | $1M | −$72K | Added$30K |
| SFMG, LLC | 4.73K | $983.2K | −$52.1K | Added$279.3K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4.58K | $953.9K | −$60.1K | Added$141.5K |
| NORTHERN TRUST CORP | 4.54K | $945.4K | −$54.2K | Added$213.2K |
| Williams & Novak, LLC | 4.47K | $942.3K | −$62.4K | Cut−$62.4K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4.52K | $940.2K | −$59.5K | Added$136.1K |
| PUREfi Wealth, LLC | 4.51K | $939.3K | −$75K | Cut−$75K |
| KINTRA WEALTH, LLC | 4.49K | $934.7K | −$71.2K | Cut−$26.7K |
| CoreCap Advisors, LLC | 4.46K | $929K | −$72K | Cut−$44.3K |
| SVB WEALTH LLC | 4.43K | $922.2K | −$73.9K | Cut−$292.3K |
| DAYMARK WEALTH PARTNERS, LLC | 4.43K | $921.8K | −$66.4K | Added$23.4K |
| Financial Freedom, LLC | 4.39K | $912.7K | −$72.7K | Cut−$71K |
| Stonebridge Financial Planning Group, LLC | 4.36K | $908K | −$72K | Cut−$65.1K |
| Parallel Advisors, LLC | 4.35K | $905K | −$72.3K | Cut−$90.7K |
| BLUE JEAN FINANCIAL LLC | 4.21K | $875.7K | −$68.2K | Cut−$46.1K |
| CreativeOne Wealth, LLC | 4.2K | $873.2K | −$65.3K | Cut−$8.73K |
| Brookstone Capital Management | 4.07K | $847.6K | −$67.6K | Cut−$100.6K |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 4K | $832.2K | — | New |
| CIBC Bancorp USA Inc. | 3.94K | $820.5K | — | Held |
| VERUS CAPITAL PARTNERS, LLC | 3.89K | $809.1K | −$64.7K | Cut−$823.1K |
| VICUS CAPITAL | 3.88K | $807.9K | −$64.5K | Cut−$24.5M |
| OneDigital Investment Advisors LLC | 3.81K | $792K | −$58.6K | Added$870 |
| Interchange Capital Partners, LLC | 4.88K | $786.4K | −$300K | Cut−$276.8K |
Who left
- Bellwether Advisors, LLC$11.6M
- Buttonwood Financial Group, LLC$2.48M
- GTS SECURITIES LLC$1.74M
- J.W. COLE ADVISORS, INC.$1.72M
- Applied Capital LLC$1.1M
- Mirae Asset Global Investments Co., Ltd.$1.08M
- Fulcrum Equity Management$796.9K
- Tradewinds Capital Management, LLC$597.4K
- FORMULATE FINANCIAL LLC$570K
- XTX Topco Ltd$531.8K
- Eldridge Investment Advisors, Inc.$495.2K
- Gateway Wealth Partners, LLC$483.6K
- Hilltop Holdings Inc.$437K
- Diversify Advisory Services, LLC$427.4K
- Ballast Rock Private Wealth LLC$360.6K
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.