Stock
Reported value
$5.75B
Holders
388
+88 new · −19 exited
Holders’ est. mark
$70.8M
Price effect on 203 books still in the name
Largest holder
$1.01B
Fidelity
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.1% · $1.01B
- Renaissance Technologies0.0% · $1.59M
- Icahn Capital0.0% · $201.8K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Fidelity | 27.1M | $1.01B | $14M | Added$184.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11.6M | $432.5M | $6.02M | Added$77.1M |
| WELLS FARGO & COMPANY/MN | 7.42M | $276M | $2.82M | Added$109.9M |
| LPL Financial LLC | 6.97M | $259.4M | $2.56M | Added$108.5M |
| AMERIPRISE FINANCIAL INC | 6.24M | $232.4M | $2.32M | Added$106.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | 6.09M | $226.5M | $3.01M | Added$48.6M |
| RAYMOND JAMES FINANCIAL INC | 4.82M | $179.2M | $2.51M | Added$31.3M |
| ENVESTNET ASSET MANAGEMENT INC | 4.7M | $175M | $2.52M | Added$26.2M |
| OSAIC HOLDINGS, INC. | 4.49M | $166.6M | $2.37M | Added$6.56M |
| Cetera Investment Advisers | 4.26M | $158.5M | $1.84M | Added$50.2M |
| Kestra Advisory Services, LLC | 3.99M | $148.3M | $1.86M | Added$38.5M |
| BANK OF AMERICA CORP /DE/ | 3.66M | $136.2M | $330.7K | Added$116.7M |
| Syntegra Private Wealth Group, LLC | 3.64M | $135.3M | $2.15M | Added$8.7M |
| MORGAN STANLEY | 3.35M | $124.6M | $328.9K | Added$105.2M |
| Fragasso Financial Advisors Inc | 2.5M | $94.5M | $2.96M | Added$4.22M |
| ROYAL BANK OF CANADA | 2.25M | $83.5M | $796.2K | Added$36.6M |
| Cornerstone Planning Group LLC | 1.8M | $70.4M | $591.5K | Added$6.68M |
| ORRSTOWN FINANCIAL SERVICES INC | 1.52M | $56.4M | $905.1K | Added$2.98M |
| OneDigital Investment Advisors LLC | 1.42M | $52.8M | $754.7K | Added$8.22M |
| KFG WEALTH MANAGEMENT, LLC | 1.41M | $52.4M | $781.7K | Added$6.24M |
| UBS Group AG | 1.4M | $52.1M | $507.1K | Added$22.2M |
| Wealth Alliance Advisory Group, LLC | 1.32M | $49.2M | $518.9K | Added$18.6M |
| Financial Strategies Group, Inc. | 1.2M | $46.7M | $1.43M | Added$3.61M |
| CGC Financial Services, LLC | 1.18M | $44M | $732.7K | Added$762.8K |
| RESTON WEALTH MANAGEMENT LLC | 1.03M | $38.3M | — | New |
| Sanctuary Advisors, LLC | 969.8K | $36.1M | $599K | Added$739.7K |
| Pallas Capital Advisors LLC | 913.1K | $34M | $566.1K | Cut−$2.67M |
| RFG Advisory, LLC | 902.7K | $33.6M | $475.9K | Added$5.5M |
| Waterloo Capital, L.P. | 878.8K | $32.7M | $422.5K | Added$7.77M |
| Calamos Advisors LLC | 793K | $29.5M | — | New |
| Calamos Wealth Management LLC | 768.5K | $28.6M | — | New |
| STIFEL FINANCIAL CORP | 768.3K | $28.6M | $165.9K | Added$18.8M |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 697K | $25.9M | — | New |
| MAI Capital Management | 651.8K | $24.2M | $404.1K | Added$289.8K |
| MML INVESTORS SERVICES, LLC | 647.1K | $24.1M | $267.8K | Added$8.27M |
| Avidian Wealth Enterprises, LLC | 624.2K | $23.2M | $316.9K | Added$4.52M |
| JANE STREET GROUP, LLC | 600K | $22.3M | $372K | Cut−$72.8M |
| HighTower Advisors, LLC | 577.6K | $21.5M | $285K | Added$4.68M |
| Stratos Wealth Partners, LTD. | 560.5K | $20.9M | $86.6K | Added$15.7M |
| Pasadena Private Wealth, LLC | 559.2K | $20.8M | $296K | Added$3.34M |
| Core Wealth Advisors, Inc. | 526.5K | $19.6M | $321.2K | Added$633.7K |
| Concurrent Investment Advisors, LLC | 525.8K | $19.6M | $263.6K | Added$4.01M |
| Mayfair Advisory Group, LLC | 516.8K | $19.2M | $30.1K | Added$12.3M |
| CAPTRUST FINANCIAL ADVISORS | 492.1K | $18.3M | $276.1K | Added$1.86M |
| AlphaStar Capital Management, LLC | 466.2K | $17.3M | $272K | Added$1.29M |
| Private Advisor Group, LLC | 451K | $16.8M | $52.8K | Added$13.7M |
| Evernest Financial Advisors, LLC | 429.2K | $16.7M | −$441.3K | Added$2.63M |
| Stone House Investment Management, LLC | 443.3K | $16.5M | $204K | Added$4.46M |
| McGlone Suttner Wealth Management, Inc. | 436.4K | $16.2M | — | New |
| Armor Investment Advisors, LLC | 436.1K | $16.2M | $229.7K | Added$2.67M |
| TABLEAUX LLC | 433.1K | $16.1M | −$101.8K | Added$5.33M |
| GERBER, LLC | 423.9K | $15.8M | $257.5K | Added$571.5K |
| Anderson Financial Strategies, LLC | 402K | $15.7M | $1.03M | Added$512.5K |
| TruWealth Advisors, LLC | 396.6K | $14.8M | $216.2K | Added$2M |
| Cornerstone Wealth Management, LLC | 381.9K | $14.2M | $208K | Added$1.94M |
| MFA WEALTH ADVISORS, LLC | 380.3K | $14.1M | $221.4K | Added$1.08M |
| DURANTE & WATERS, LLC | 376.5K | $14M | $232.5K | Added$291.2K |
| Advantage Trust Co | 372.8K | $13.9M | $228K | Added$418.9K |
| CHOREO, LLC | 363.6K | $13.5M | $141.8K | Cut−$36.9K |
| Great Lakes Retirement, Inc. | 355.1K | $13.2M | — | New |
| Clarity Retirement & Wealth, LLC | 354.5K | $13.2M | $181.6K | Added$2.47M |
| Valley Financial Group, Inc. | 347.2K | $12.9M | $203.2K | Added$927.5K |
| EverSource Wealth Advisors, LLC | 339.9K | $12.6M | $129.4K | Added$5.01M |
| Stratos Investment Management, LLC | 336K | $12.5M | — | New |
| Parkside Investments, LLC | 324.6K | $12.1M | $10.2K | Added$11.5M |
| STEPH & CO | 320.8K | $11.9M | $186.3K | Added$944.3K |
| Advyzon Investment Management, LLC | 316.9K | $11.8M | — | New |
| JPMORGAN CHASE & CO | 321.7K | $11.6M | −$144.4K | Added$1.25M |
| Stokes Family Office, LLC | 310.7K | $11.6M | — | New |
| Envestnet Portfolio Solutions, Inc. | 305.3K | $11.4M | $179.2K | Added$781.7K |
| Independence Financial Advisors, LLC | 303.8K | $11.3M | $188.3K | Added$56.3K |
| Certified Advisory Corp | 303.6K | $11.3M | $131.7K | Added$3.52M |
| Bryant Woods Investment Advisors, LLC | 295.1K | $11M | $152.1K | Added$1.99M |
| Forbes Financial Planning, Inc. | 293.9K | $10.9M | $169.2K | Added$617.5K |
| &PARTNERS | 288.7K | $10.8M | $119.2K | Added$4.35M |
| FWG Holdings, LLC | 271.9K | $10.3M | −$168.6K | Added$3.86M |
| HICKS CAPITAL MANAGEMENT LLC | 268.7K | $10M | $165.1K | Added$255.4K |
| D.A. DAVIDSON & CO. | 256.2K | $9.53M | $131.1K | Added$1.79M |
| Sentinel Advisory Group, LLC | 255.3K | $9.5M | — | Held |
| Tepp RIA, LLC | 253.8K | $9.44M | — | New |
| MCRAE CAPITAL MANAGEMENT INC | 253.4K | $9.43M | — | New |
| Andrews Advisory Associates, LLC | 250.9K | $9.33M | $127.6K | Added$1.8M |
| Convergence Financial, LLC | 246.9K | $9.18M | $153.1K | Added$27.4K |
| Farther Finance Advisors, LLC | 236.9K | $8.98M | $317.4K | Cut−$217.9K |
| Emerald Advisors, LLC | 241.4K | $8.98M | $80.4K | Added$4.24M |
| Baird Financial Group, Inc. | 240.1K | $8.93M | — | New |
| Fifth Third Securities, Inc. | 237.1K | $8.82M | $107.2K | Added$2.49M |
| Marble Wealth, LLC | 230.9K | $8.59M | — | New |
| DAHRING | CUSMANO LLC | 223.8K | $8.33M | $107.4K | Added$1.99M |
| Dougherty Wealth Advisers LLC | 212.8K | $7.92M | — | New |
| Spartan Wealth Advisory Services LLC | 211.3K | $7.86M | — | Held |
| S Harris Financial Group, LLC | 209K | $7.77M | $121.8K | Added$590.5K |
| Bravera Wealth | 202.4K | $7.53M | $110.9K | Added$986.4K |
| Systelligence, LLC | 200.9K | $7.48M | $109.5K | Added$1.02M |
| VICUS CAPITAL | 192.7K | $7.17M | $66.9K | Added$3.22M |
| FMA Wealth Management, LLC | 185K | $6.88M | $114.2K | Added$144.4K |
| First Commonwealth Financial Corp /PA/ | 181.8K | $6.76M | $96.5K | Added$1.07M |
| Lido Advisors, LLC | 175.8K | $6.54M | $162.3K | Added$3.55M |
| InTrack Investment Management Inc | 174.7K | $6.5M | $106.2K | Added$233.8K |
| KMG FIDUCIARY PARTNERS, LLC | 171.8K | $6.39M | $106.5K | Cut−$346.6K |
| BG Investment Services, LLC | 170.7K | $6.35M | $84.6K | Added$1.36M |
| FinArc Investments, Inc. | 163.1K | $6.07M | — | Held |
| SAX WEALTH ADVISORS, LLC | 162K | $5.92M | $0 | Held |
| Equitable Holdings, Inc. | 159.2K | $5.82M | $0 | Added$2.22M |
| PRINCIPAL SECURITIES, INC. | 154.1K | $5.73M | $95.6K | Cut−$3.66M |
| Summitas Investment Management LLC | 153K | $5.69M | $86.5K | Added$586.7K |
| Mutual Advisors, LLC | 149.7K | $5.57M | $31K | Added$3.74M |
| HARBOUR INVESTMENTS, INC. | 149.5K | $5.56M | $77.9K | Added$964.5K |
| Veridan Wealth LLC | 149K | $5.54M | $89.6K | Added$261.5K |
| Advisory Services Network, LLC | 143.7K | $5.35M | $72.5K | Added$1.07M |
| Noble Wealth Management PBC | 139.1K | $5.18M | $84.2K | Added$210.2K |
| San Luis Wealth Advisors LLC | 138.7K | $5.16M | $79.4K | Added$476.7K |
| Wealth Quarterback LLC | 131.8K | $4.9M | $70.2K | Added$763.8K |
| Integrated Wealth Concepts LLC | 129.9K | $4.83M | $80.5K | Cut−$560.1K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 126.8K | $4.72M | $6.53K | Added$4.33M |
| Cooper Financial Group | 121.5K | $4.52M | $75.3K | Added$66.3K |
| Avior Wealth Management, LLC | 120.1K | $4.47M | $74.5K | Cut−$2.75M |
| Advisory Resource Group | 119.7K | $4.45M | $74.2K | Cut−$202.6K |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 117.2K | $4.36M | — | New |
| Aptus Capital Advisors, LLC | 116.2K | $4.32M | $8.41K | Added$3.82M |
| PNC Financial Services Group, Inc. | 114.5K | $4.26M | $1.37K | Added$4.18M |
| LEVEL FOUR ADVISORY SERVICES, LLC | 113.1K | $4.21M | $68.9K | Added$142.3K |
| NewEdge Wealth, LLC | 109.1K | $4.06M | — | New |
| COZAD ASSET MANAGEMENT INC | 106.8K | $3.97M | $57.3K | Added$592.8K |
| ANCHOR CAPITAL ADVISORS LLC | 105.9K | $3.94M | — | New |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 104.4K | $3.89M | $29.8K | Added$2.13M |
| Mariner, LLC | 102.5K | $3.81M | $60.4K | Added$248.4K |
| Ausdal Financial Partners, Inc. | 101.6K | $3.78M | $13.9K | Added$2.96M |
| Coyle Financial Counsel LLC | 98.3K | $3.66M | $61K | Added$15.3K |
| Wealthcare Advisory Partners LLC | 95.3K | $3.55M | $44.8K | Added$904.3K |
| RAINIER FAMILY WEALTH INC | 95.1K | $3.54M | — | New |
| Cerity Partners LLC | 92.8K | $3.45M | $4.02K | Added$3.22M |
| Everest Financial Group LLC | 92.3K | $3.43M | — | New |
| Madison Wealth Partners, Inc | 87.2K | $3.24M | $44.4K | Added$621.7K |
| Clearwave Capital, LLC | 85.9K | $3.2M | $41.9K | Added$726.4K |
| UPTICK PARTNERS, LLC | 85.7K | $3.19M | $40.5K | Added$797.3K |
| Qube Research & Technologies Ltd | 85.3K | $3.17M | $52.9K | Added$40.1K |
| PCG Wealth Advisors, LLC | 84.6K | $3.15M | $23K | Added$1.79M |
| WARNER FINANCIAL, INC | 79.8K | $2.97M | $2.6M | Added$2.97M |
| HERBST GROUP, LLC | 78.9K | $2.94M | — | New |
| HUNTINGTON NATIONAL BANK | 78.7K | $2.93M | $48.6K | Added$56.5K |
| PlanVest Financial, Inc | 77.9K | $2.9M | — | Held |
| LEIGH BALDWIN & CO., LLC | 77.6K | $2.89M | $43.8K | Added$325.5K |
| PKS Advisory Services, LLC | 77.6K | $2.89M | — | New |
| Premier Private Wealth Management LLC | 76.3K | $2.84M | −$113.3K | Added$446.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 74.6K | $2.81M | −$1.48K | Cut−$488.2K |
| Kingsview Wealth Management, LLC | 75.2K | $2.8M | $37.8K | Added$565.1K |
| CWM, LLC | 75.2K | $2.8M | $1.51M | Added$2.8M |
| Sigma Planning Corp | 74.4K | $2.77M | $42.7K | Added$250K |
| Sunbelt Securities, Inc. | 73.4K | $2.73M | $21.4K | Added$1.47M |
| Steward Partners Investment Advisory, LLC | 72K | $2.68M | $31.5K | Added$820.5K |
| CRA Financial Services, LLC | 71.3K | $2.65M | $13K | Added$1.89M |
| TRUIST FINANCIAL CORP | 68.1K | $2.53M | $41K | Added$113.9K |
| Arkadios Wealth Advisors | 65.2K | $2.43M | $25.2K | Added$940.8K |
| KFA Private Wealth Group, LLC | 63.8K | $2.37M | — | New |
| WCG Wealth Advisors LLC | 61.6K | $2.29M | $38K | Added$51.7K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 61K | $2.27M | $35.5K | Added$175K |
| Quantinno Capital Management LP | 60.3K | $2.24M | — | New |
| Beacon Financial Advisory LLC | 57.6K | $2.14M | $32.5K | Added$230.2K |
| OmniStar Financial Group, Inc. | 57.3K | $2.13M | $35.9K | Cut−$333.5K |
| Merit Financial Group, LLC | 56.4K | $2.1M | $23.7K | Added$697.5K |
| Breakwater Capital Group | 56.3K | $2.09M | $32.1K | Added$201.1K |
| Compound Planning, Inc. | 56.1K | $2.09M | $34.8K | Cut−$76.2K |
| LYNCH & ASSOCIATES/IN | 55.9K | $2.08M | $25.6K | Added$572.3K |
| CLG LLC | 55.1K | $2.05M | $33.1K | Added$93.8K |
| IFP Advisors, Inc | 53.7K | $2M | $13.9K | Added$1.18M |
| PFG Advisors | 53.1K | $1.97M | $20.9K | Added$740.7K |
| CHILDRESS CAPITAL ADVISORS, LLC | 52.7K | $1.96M | $32.7K | Cut−$4.13M |
| Investmark Advisory Group LLC | 49.6K | $1.85M | $26.3K | Added$294.8K |
| ROMAN BUTLER FULLERTON & CO | 46.7K | $1.83M | $56.1K | Added$285.2K |
| Savvy Advisors, Inc. | 49K | $1.82M | $30.4K | Cut−$203K |
| Rockefeller Capital Management L.P. | 47.9K | $1.78M | $29.3K | Added$52K |
| LongView Wealth Management | 43.2K | $1.72M | $77.3K | Cut−$1.35M |
| FLAGSHIP HARBOR ADVISORS, LLC | 45.5K | $1.69M | $25.8K | Added$168.8K |
| Kapstone Financial Advisors LLC | 45K | $1.67M | — | New |
| Renaissance Technologies | 42.8K | $1.59M | — | New |
| Penobscot Investment Management Company, Inc. | 42.5K | $1.58M | — | New |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 40.1K | $1.56M | −$36.5K | Added$61.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | 41.7K | $1.55M | $19.4K | Added$408.6K |
| Kastel Capital Advisors, LLC | 41.8K | $1.53M | $0 | Held |
| Sharkey, Howes & Javer | 40.2K | $1.49M | $23.5K | Added$108.3K |
| GREAT VALLEY ADVISOR GROUP, INC. | 40.1K | $1.49M | $24.6K | Cut−$433.1K |
| NWAM LLC | 40K | $1.49M | −$28.5K | Added$612.3K |
| Townsend Financial Planning, LLC | 39.4K | $1.47M | — | New |
| MONEY CONCEPTS CAPITAL CORP | 38.4K | $1.43M | $14K | Added$604K |
| LINCOLN CAPITAL CORP | 37.7K | $1.4M | — | New |
| Element Wealth, LLC | 37.4K | $1.39M | $15.9K | Added$451.2K |
| Wealth Advisors of Iowa, LLC | 36.3K | $1.35M | — | New |
| FIFTH THIRD BANCORP | 36K | $1.34M | $1.18K | Added$1.27M |
| TrueWealth Advisors, LLC | 34.2K | $1.27M | $4.5K | Added$1.01M |
| Corient Private Wealth LLC | 33.8K | $1.26M | $11.8K | Added$563.4K |
| NewEdge Advisors, LLC | 115.7K | $1.13M | −$2.64M | Cut−$2.47M |
| Orion Porfolio Solutions, LLC | 30K | $1.11M | $18.6K | Cut−$17.9K |
| Mascagni Wealth Management, Inc. | 29.7K | $1.1M | — | New |
| Creative Planning | 28.7K | $1.07M | $15K | Added$182.5K |
| Pathfinder Wealth Consulting, Inc. | 28.3K | $1.05M | $13.4K | Added$258.1K |
| Axis Wealth Partners, LLC | 28.3K | $1.05M | $9.87K | Added$468.4K |
| Williams & Novak, LLC | 27.4K | $1.04M | $31.7K | Added$175.5K |
| Gaddis Premier Wealth Advisors LLC | 27.8K | $1.03M | $15.7K | Added$105.4K |
| Redwood Financial Network Corp | 27.2K | $1.01M | $11.8K | Added$315.7K |
| Focus Financial Network, Inc. | 27.1K | $1.01M | — | New |
| Evergreen Private Wealth LLC | 26.7K | $994.6K | $12.2K | Added$276.2K |
| Berman McAleer LLC | 26.4K | $982.3K | $4.48K | Added$718.9K |
| BRADLEY FOSTER & SARGENT INC/CT | 25K | $929.5K | $12.1K | Added$213.7K |
| Bleakley Financial Group, LLC | 24.5K | $911.2K | — | New |
| Rollins Financial Advisors, LLC | 23.9K | $888.6K | — | New |
| TCTC Holdings, LLC | 23K | $854.8K | $14.1K | Added$20.4K |
| RICHARDS, MERRILL & PETERSON, INC. | 22.8K | $848.5K | $10.6K | Added$225.3K |
| BANK OF MONTREAL /CAN/ | 22.3K | $831.1K | $13.8K | Added$17.3K |
| MERCER GLOBAL ADVISORS INC /ADV | 22.2K | $825.4K | $10.2K | Added$222.5K |
| IBEX WEALTH ADVISORS | 20.8K | $774.2K | — | New |
| Signature Wealth Management Group | 20.4K | $758.5K | — | New |
| Elevation Wealth Management LLC | 19.8K | $736.4K | $10.9K | Added$93.2K |
| SFG Wealth Management, LLC. | 19.6K | $730K | $12.2K | Cut−$103.7K |
| BENJAMIN EDWARDS INC | 19K | $707.9K | $8.35K | Added$213.2K |
| Sequoia Financial Advisors, LLC | 18.9K | $703.8K | $10.4K | Added$92.1K |
| PRIVATE TRUST CO NA | 18.4K | $683.9K | $11.2K | Added$24.7K |
| Piscataqua Savings Bank | 18.4K | $683.7K | $5.94K | Added$338.9K |
| Fiduciary Group, LLC | 18.3K | $680.8K | $11.3K | Added$11.5K |
| GTS SECURITIES LLC | 18.2K | $678.2K | $11.3K | Cut−$4.06K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 18.2K | $675.8K | $7.2K | Added$250.4K |
| DAVENPORT & Co LLC | 17.3K | $644.5K | $9.61K | Added$77.5K |
| Salus Financial Advisors, LLC | 17.3K | $643.6K | $10.7K | Added$11.2K |
| Modern Wealth Management, LLC | 16.7K | $633.8K | $16.9K | Added$171.5K |
| HBW ADVISORY SERVICES LLC | 16.9K | $629.9K | — | New |
| Worth Asset Management, LLC | 16.8K | $625.5K | — | New |
| Pinnacle Financial Partners, Inc. | 16.4K | $611.4K | $4.03K | Added$372.2K |
| Focus Partners Wealth | 16.3K | $608.2K | $3.65K | Added$391.5K |
| MN Wealth Advisors, LLC | 16K | $594.9K | $5.43K | Added$274.5K |
| Canvas Wealth Advisors, LLC | 15.6K | $581.7K | $9.7K | Cut−$1.11M |
| Financial Freedom, LLC | 14.6K | $544.7K | $1.44K | Added$458.9K |
| CreativeOne Wealth, LLC | 14.5K | $537.8K | $8.96K | Cut−$2.23K |
| Dynamic Advisor Solutions LLC | 14.4K | $535.9K | $6.14K | Added$172.7K |
| Alpha Financial Advisors, LLC | 13.6K | $505.3K | $8.41K | Cut−$13.6K |
| MISSION WEALTH MANAGEMENT, LP | 13.5K | $502.3K | $8.38K | Cut−$67.1K |
| Moors & Cabot, Inc. | 13.5K | $502.2K | $5.51K | Added$177.3K |
| INSIGNEO ADVISORY SERVICES, LLC | 13.4K | $498.5K | $6.88K | Added$92.4K |
| Bond & Devick Financial Network, Inc. | 13.4K | $498K | $8.12K | Added$19K |
| ARWA LLC | 12.4K | $487.6K | $29.5K | Added$76.1K |
| Prime Capital Investment Advisors, LLC | 13.1K | $486.5K | — | New |
| Gibraltar Capital Management, Inc. | 13K | $484.5K | $7.17K | Added$61.7K |
| EP Wealth Advisors, LLC | 12.9K | $478.1K | $4.39K | Added$217.7K |
| EXENCIAL WEALTH ADVISORS, LLC | 12.4K | $462K | $7.71K | Cut−$7.69K |
| Cadia Private Client LLC | 12.3K | $456.8K | — | New |
| Clarity Asset Management, Inc. | 12.2K | $453.5K | $7.57K | Cut−$372.6K |
| World Investment Advisors | 11.8K | $440.6K | — | New |
| Prospera Financial Services Inc | 11.8K | $438.8K | — | New |
| MASTER'S WEALTH MANAGEMENT INC. | 11.7K | $434.6K | — | New |
| LaSalle St. Investment Advisors, LLC | 11.4K | $425.4K | $356.2K | Added$425.1K |
| PCA Investment Advisory Services Inc. | 11.4K | $422.9K | — | New |
Who left
- StoneX Group Inc.$7.37M
- Citadel$3.73M
- Kovack Advisors, Inc.$1.46M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$914.1K
- AXXCESS WEALTH MANAGEMENT, LLC$366.3K
- Ameritas Advisory Services, LLC$231.6K
- WESPAC Advisors, LLC$202.4K
- Atria Investments, Inc$200.1K
- GENESIS PRIVATE WEALTH, LLC$200.1K
- Plante Moran Financial Advisors, LLC$57.4K
- Pinnacle Wealth Planning Services, Inc.$44.7K
- Concord Wealth Partners$18.6K
- Key Financial Inc$4.1K
- BARTLETT & CO. WEALTH MANAGEMENT LLC$3.48K
- Blue Trust, Inc.$2.26K
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.