Stock
First Tr Exchange-Traded Fd
Ticker not mapped · held by 547 managers
Reported value
$2.39B
Holders
547
+45 new · −90 exited
Holders’ est. mark
−$273.9M
Price effect on 239 books still in the name
Largest holder
$271.1M
CITIGROUP INC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $1.17M
- Fidelity0.0% · $2.89M
- Icahn Capital0.0% · $574.1K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| CITIGROUP INC | 1.16M | $271.1M | −$316.7K | Added$268.6M |
| MORGAN STANLEY | 1.09M | $254M | −$38.1M | Cut−$67.9M |
| LPL Financial LLC | 730.1K | $170.9M | −$25.7M | Cut−$55M |
| WELLS FARGO & COMPANY/MN | 714K | $167.1M | −$25.1M | Cut−$78.3M |
| BANK OF AMERICA CORP /DE/ | 658.2K | $154M | −$23.1M | Cut−$35.6M |
| BNP PARIBAS FINANCIAL MARKETS | 404.5K | $94.7M | −$45.4K | Added$94.3M |
| RAYMOND JAMES FINANCIAL INC | 398.9K | $93.4M | −$14M | Cut−$30.6M |
| UBS Group AG | 390.9K | $91.5M | −$13.7M | Cut−$69.8M |
| ROYAL BANK OF CANADA | 293.2K | $68.6M | −$10.3M | Cut−$29.9M |
| ENVESTNET ASSET MANAGEMENT INC | 151.9K | $35.5M | −$5.19M | Cut−$4.19M |
| Corient Private Wealth LLC | 149.4K | $35M | −$70.2K | Added$34M |
| TRUIST FINANCIAL CORP | 134.9K | $31.6M | −$4.74M | Cut−$5.78M |
| OSAIC HOLDINGS, INC. | 133.6K | $31.3M | −$3.99M | Added$711.7K |
| AMERIPRISE FINANCIAL INC | 130.8K | $30.6M | −$4.43M | Cut−$3.31M |
| STIFEL FINANCIAL CORP | 115.2K | $27M | −$4.05M | Cut−$6.81M |
| COMMONWEALTH EQUITY SERVICES, LLC | 107.6K | $25.2M | −$3.78M | Cut−$9.01M |
| HighTower Advisors, LLC | 103.5K | $24.2M | −$3.64M | Cut−$5.19M |
| Fisher Asset Management, LLC | 103.2K | $24.1M | −$3.63M | Cut−$4.69M |
| GOLDMAN SACHS GROUP INC | 97.1K | $22.7M | −$2.94M | Added$182.5K |
| EARNED WEALTH ADVISORS, LLC | 89.3K | $20.9M | −$3.11M | Cut−$2.93M |
| Cetera Investment Advisers | 82.4K | $19.3M | −$2.9M | Cut−$2.94M |
| Tamar Securities, LLC | 74.4K | $17.4M | −$2.15M | Added$923.6K |
| WCG Wealth Advisors LLC | 69.3K | $16.2M | −$2.44M | Cut−$3.03M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 65.7K | $15.4M | −$997.3K | Added$7.74M |
| Sequoia Financial Advisors, LLC | 64.9K | $15.2M | −$2.28M | Cut−$2.47M |
| BENJAMIN EDWARDS INC | 62.7K | $14.7M | −$2.21M | Cut−$6.39M |
| ASSETMARK, INC | 59.6K | $14M | −$1.7M | Added$904.3K |
| JPMORGAN CHASE & CO | 61.4K | $13.9M | −$2.4M | Cut−$1.13M |
| CAPTRUST FINANCIAL ADVISORS | 57.2K | $13.4M | −$1.94M | Cut−$1.44M |
| Baird Financial Group, Inc. | 55.8K | $13.1M | −$1.96M | Cut−$6.45M |
| Rockefeller Capital Management L.P. | 46K | $10.8M | −$1.62M | Cut−$4.51M |
| JONES FINANCIAL COMPANIES LLLP | 46.2K | $10.5M | −$1.79M | Cut−$886.8K |
| Beaumont Financial Advisors, LLC | 44.2K | $10.3M | −$1.55M | Cut−$2.07M |
| Nan Shan Life Insurance Co., Ltd. | 44K | $10.3M | — | New |
| CITIZENS FINANCIAL GROUP INC/RI | 43.8K | $10.3M | −$1.54M | Cut−$7.66M |
| Kestra Advisory Services, LLC | 42.7K | $10M | −$1.46M | Cut−$1.2M |
| DAYMARK WEALTH PARTNERS, LLC | 37.7K | $8.82M | −$1.32M | Cut−$7.88M |
| Summit Financial, LLC | 36.8K | $8.6M | −$1.29M | Cut−$1.78M |
| Warner Group LLC | 35.4K | $8.27M | −$1.24M | Cut−$5.77M |
| Wealth Management Partners, LLC | 32K | $7.49M | −$1.12M | Cut−$1.37M |
| Arkadios Wealth Advisors | 31.7K | $7.41M | −$1.11M | Cut−$1.71M |
| SeaCrest Wealth Management, LLC | 31.6K | $7.39M | −$1.2M | Cut−$1.26M |
| Southland Equity Partners LLC | 31.4K | $7.36M | −$1.1M | Cut−$1.04M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 30.8K | $7.2M | −$1.08M | Cut−$2.13M |
| Equitable Holdings, Inc. | 26.5K | $7.12M | −$3.53K | Added$305.3K |
| PINNACLE ASSOCIATES LTD | 30.3K | $7.1M | −$1.07M | Cut−$13.2M |
| Aster Capital Management (DIFC) Ltd | 31.6K | $7.03M | −$1.49M | Cut−$1.57M |
| Holistic Financial Partners | 29K | $6.78M | −$973.9K | Cut−$678.5K |
| PACIFIC SUN FINANCIAL CORP | 28.7K | $6.71M | −$1.01M | Cut−$1.01M |
| Steward Partners Investment Advisory, LLC | 26.1K | $6.1M | −$761.7K | Added$267.6K |
| Private Advisor Group, LLC | 25.6K | $5.99M | −$899.1K | Cut−$1.1M |
| Creative Planning | 25.5K | $5.96M | −$883.1K | Cut−$799.1K |
| Regal Investment Advisors LLC | 25.5K | $5.96M | −$895K | Cut−$970.4K |
| NTV Asset Management LLC | 24.9K | $5.82M | −$873.8K | Cut−$1.14M |
| Proactive Wealth Strategies LLC | 24.8K | $5.8M | −$458.1K | Added$2.3M |
| MML INVESTORS SERVICES, LLC | 24.3K | $5.69M | −$854.5K | Cut−$1.71M |
| Mariner, LLC | 23.9K | $5.59M | −$839.1K | Cut−$1.06M |
| Somerset Trust Co | 22.8K | $5.33M | −$801K | Cut−$904.3K |
| Plus Group Wealth Advisors LLC | 22.6K | $5.29M | −$764.7K | Cut−$567.4K |
| World Investment Advisors | 22.5K | $5.26M | −$789.9K | Cut−$1.75M |
| Gateway Wealth Partners, LLC | 22.1K | $5.17M | −$367.3K | Added$2.35M |
| FIRST TRUST ADVISORS LP | 21.6K | $5.04M | −$759.4K | Cut−$749.8M |
| MeadowBrook Investment Advisors LLC | 20.2K | $4.73M | −$710.9K | Cut−$735.9K |
| Waverly Advisors, LLC | 19.6K | $4.59M | −$689.9K | Cut−$3.26M |
| STEPHENS INC /AR/ | 18.8K | $4.41M | −$661.2K | Cut−$653.7K |
| Paragon Private Wealth Management, LLC | 18.5K | $4.32M | −$648.7K | Cut−$842.5K |
| Pinnacle Wealth Management Advisory Group, LLC | 18.4K | $4.31M | −$647K | Cut−$5.68M |
| Pathstone Holdings, LLC | 17.7K | $4.14M | −$621.8K | Cut−$621.8K |
| OPPENHEIMER & CO INC | 16.5K | $3.86M | — | New |
| Evelyn Partners Investment Management (Europe) Ltd | 16.3K | $3.82M | −$574.4K | Cut−$779.5K |
| Prospera Financial Services Inc | 16.2K | $3.8M | −$570K | Cut−$580.8K |
| Plotkin Financial Advisors, LLC | 16.1K | $3.76M | −$564.5K | Cut−$564.5K |
| Vestmark Advisory Solutions, Inc. | 15.9K | $3.72M | −$514.8K | Cut−$222K |
| Cerity Partners LLC | 15K | $3.51M | −$527K | Cut−$1.88M |
| PNC Financial Services Group, Inc. | 14.7K | $3.43M | −$515.3K | Cut−$527.7K |
| EP Wealth Advisors, LLC | 13.3K | $3.11M | −$458.6K | Cut−$404.7K |
| WealthBridge Capital Management, LLC | 13.2K | $3.08M | −$463.1K | Cut−$524.7K |
| SFI Advisors, LLC | 13K | $3.05M | −$458.2K | Cut−$2.82M |
| AE Wealth Management LLC | 12.7K | $2.98M | −$436.4K | Cut−$367.1K |
| Fidelity | 12.3K | $2.89M | −$430.3K | Cut−$408.6K |
| Somerset Group LLC | 10.9K | $2.86M | −$100.2K | Cut−$247.3K |
| Westside Investment Management, Inc. | 12.1K | $2.82M | −$279.4K | Added$662.4K |
| TOTH FINANCIAL ADVISORY CORP | 11.8K | $2.77M | −$415.9K | Cut−$1.39M |
| Independent Advisor Alliance | 11.8K | $2.77M | — | New |
| TWIN PEAKS WEALTH ADVISORS, LLC | 11.3K | $2.65M | −$159.6K | Cut−$530.3K |
| IFP Advisors, Inc | 11.1K | $2.6M | −$348.5K | Cut−$63.9K |
| Rooted Wealth Advisors, Inc. | 9.86K | $2.6M | $152.4K | Cut−$168.1K |
| Concurrent Investment Advisors, LLC | 11.1K | $2.59M | −$388.9K | Cut−$507.6K |
| Kraft, Davis & Associates, LLC | 9.65K | $2.54M | −$44K | Cut−$84.7K |
| Cresset Asset Management, LLC | 10.8K | $2.52M | −$368.4K | Cut−$302.6K |
| Novak & Powell Financial Services, Inc. | 10.7K | $2.5M | −$375.4K | Cut−$548.3K |
| Kingsview Wealth Management, LLC | 10.4K | $2.43M | −$365.2K | Cut−$521.6K |
| HighPoint Advisor Group LLC | 10.3K | $2.41M | −$361.4K | Cut−$2.3M |
| Concentrum Wealth Management | 9.74K | $2.28M | −$341.1K | Cut−$332.4K |
| Quantum Private Wealth, LLC | 9.7K | $2.27M | −$340.8K | Cut−$340.8K |
| Wealthfront Advisers LLC | 9.66K | $2.26M | −$339.5K | Cut−$904.3K |
| IHT Wealth Management, LLC | 9.57K | $2.24M | −$267.3K | Added$191.8K |
| Snowden Capital Advisors LLC | 9.44K | $2.21M | −$290.5K | Cut−$15K |
| Union Bancaire Privee, UBP SA | 10K | $2.2M | −$428.6K | Cut−$428.6K |
| MERCER GLOBAL ADVISORS INC /ADV | 9.35K | $2.19M | −$179.5K | Added$814.7K |
| Mission Creek Capital Partners, Inc. | 9.19K | $2.15M | −$323.1K | Cut−$323.1K |
| Sigma Planning Corp | 9.16K | $2.14M | −$309.2K | Cut−$223.8K |
| Bank of New York Mellon Corp | 9.12K | $2.13M | −$271.8K | Added$51.6K |
| Paller Financial Services Inc | 9.07K | $2.12M | −$318.7K | Cut−$433.1K |
| FIFTH THIRD BANCORP | 9.01K | $2.11M | −$24.1K | Added$1.92M |
| Antonelli Financial Advisors, LLC | 8.84K | $2.07M | −$311.2K | Cut−$4.78M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8.8K | $2.06M | −$308.6K | Cut−$303.5K |
| NORTHBRIDGE FINANCIAL GROUP, LLC | 8.26K | $2.05M | −$169.2K | Cut−$199.1K |
| Sowell Financial Services LLC | 8.76K | $2.05M | −$307.9K | Cut−$437.4K |
| MILLENNIUM MANAGEMENT LLC | 8.75K | $2.05M | — | New |
| WealthShield Partners, LLC | 8.75K | $2.05M | −$307.6K | Cut−$373.2K |
| Clear Creek Financial Management, LLC | 8.51K | $1.99M | −$299.1K | Cut−$316.9K |
| Beacon Pointe Advisors, LLC | 8.43K | $1.97M | −$258K | Cut−$3.65K |
| Integrated Wealth Concepts LLC | 8.31K | $1.95M | −$280.4K | Cut−$201.7K |
| TradeWell Securities, LLC. | 8.14K | $1.9M | −$254.4K | Cut−$20.3K |
| JUNCTURE WEALTH STRATEGIES, LLC | 7.93K | $1.86M | −$278.1K | Cut−$272.5K |
| MTM Investment Management, LLC | 7.91K | $1.85M | −$278.1K | Cut−$358.9K |
| Wagner Wealth Management, LLC | 7.82K | $1.83M | −$274.9K | Cut−$277.1K |
| GUERRA PAN ADVISORS, LLC | 7.64K | $1.79M | −$268.4K | Cut−$279.2K |
| Flaharty Asset Management, LLC | 7.5K | $1.75M | −$263.5K | Cut−$274.5K |
| HARBOUR INVESTMENTS, INC. | 7.41K | $1.73M | −$260.5K | Cut−$927.6K |
| Advisory Services Network, LLC | 7.4K | $1.73M | −$260.1K | Cut−$19.7M |
| Stratos Wealth Partners, LTD. | 7.39K | $1.73M | −$259.9K | Cut−$319.4K |
| Atria Investments, Inc | 7.31K | $1.71M | −$226.8K | Cut−$25.1K |
| CWM, LLC | 7.12K | $1.67M | $1.66M | Added$1.66M |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 7.09K | $1.66M | $1.66M | Added$1.66M |
| Farther Finance Advisors, LLC | 6.89K | $1.62M | −$111K | Added$726.5K |
| RFG Advisory, LLC | 6.91K | $1.62M | −$175.2K | Added$274.7K |
| &PARTNERS | 6.88K | $1.61M | −$241.7K | Cut−$12M |
| Onyx Bridge Wealth Group LLC | 6.77K | $1.58M | −$237.6K | Cut−$235K |
| 1776 Wealth LLC | 6.68K | $1.56M | −$234.9K | Cut−$307.6K |
| Dynamic Advisor Solutions LLC | 6.64K | $1.55M | −$233.4K | Cut−$302.5K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6.39K | $1.5M | −$224.7K | Cut−$281K |
| Ameritas Advisory Services, LLC | 6.38K | $1.49M | −$224.3K | Cut−$238.3K |
| Resolute Wealth Strategies, LLC | 6.3K | $1.48M | −$221.6K | Cut−$419.4K |
| IAMS WEALTH MANAGEMENT, LLC | 6.23K | $1.46M | −$188.6K | Added$12.9K |
| Geneos Wealth Management Inc. | 6.15K | $1.44M | −$216.3K | Cut−$317.8K |
| Bawa N Mallick Trust | 6.1K | $1.43M | −$214.4K | Cut−$752.8K |
| TruWealth Advisors, LLC | 6.07K | $1.42M | −$213.4K | Cut−$289.6K |
| Sound Income Strategies, LLC | 5.93K | $1.4M | −$152.5K | Cut−$202.2K |
| Pacific Excel Wealth Advisors, Inc. | 5.89K | $1.38M | −$104.9K | Added$574.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5.72K | $1.37M | −$184.3K | Cut−$1.29M |
| Western Wealth Management, LLC | 5.83K | $1.36M | −$205K | Cut−$309.9K |
| Sage Capital Management, LLC | 5.71K | $1.34M | −$200.7K | Cut−$200.7K |
| HFG Advisors, Inc. | 5.52K | $1.29M | −$186.7K | Cut−$137.1K |
| Chicago Partners Investment Group LLC | 4.87K | $1.29M | $14.6K | Added$14.6K |
| D.A. DAVIDSON & CO. | 5.38K | $1.26M | −$189K | Cut−$2.08M |
| DEFINED WEALTH MANAGEMENT, LLC | 5.36K | $1.25M | −$188.4K | Cut−$214.5K |
| Quantinno Capital Management LP | 5.31K | $1.24M | −$120.7K | Added$317.4K |
| MGO ONE SEVEN LLC | 5.29K | $1.24M | −$181.3K | Cut−$149.4K |
| B. Riley Wealth Advisors, Inc. | 5.45K | $1.23M | −$234.7K | Cut−$289.6K |
| Unconventional Investor, LLC | 5.1K | $1.19M | −$169.6K | Cut−$105K |
| SP Asset Management LLC | 5.06K | $1.18M | −$178K | Cut−$694.5K |
| Destiny Wealth Partners, LLC | 5.03K | $1.18M | −$163.3K | Cut−$163.3K |
| Orion Porfolio Solutions, LLC | 5K | $1.17M | −$159K | Cut−$46.7K |
| Vanguard National Trust Co | 5K | $1.17M | — | Held |
| Citadel | 4.99K | $1.17M | −$175.5K | Cut−$7.4M |
| Modern Wealth Management, LLC | 4.91K | $1.16M | −$163.5K | Cut−$531.4K |
| BANK OF MONTREAL /CAN/ | 4.92K | $1.15M | −$183K | Cut−$236.2K |
| PCG Wealth Advisors, LLC | 4.88K | $1.14M | −$171.4K | Cut−$209.3K |
| Cornerstone Wealth Management, LLC | 4.68K | $1.1M | −$164.5K | Cut−$221.6K |
| Apeiron RIA LLC | 4.67K | $1.09M | −$131K | Cut−$918.3K |
| Richmond Investment Services, LLC | 4.65K | $1.09M | −$163.3K | Cut−$293.9K |
| Ashton Thomas Private Wealth, LLC | 4.52K | $1.06M | −$158.9K | Cut−$159.5K |
| MEITAV INVESTMENT HOUSE LTD | 4.5K | $1.05M | −$158.3K | Cut−$435.6K |
| Apollon Wealth Management, LLC | 4.5K | $1.05M | −$158.3K | Cut−$163.9K |
| Valeo Financial Advisors, LLC | 4.33K | $1.01M | −$152.1K | Cut−$152.1K |
| CAHILL FINANCIAL ADVISORS INC | 4.21K | $984.6K | −$144.3K | Cut−$120.2K |
| Kovack Advisors, Inc. | 4.17K | $983.1K | −$139.4K | Cut−$1.26M |
| DHJJ Financial Advisors, Ltd. | 4.2K | $981.8K | −$147.5K | Cut−$297.1K |
| NewEdge Wealth, LLC | 4.12K | $963.3K | −$144.7K | Cut−$146.8K |
| Brookstone Capital Management | 4.08K | $954.8K | −$141.3K | Cut−$127.3K |
| Keebeck Wealth Management | 4.06K | $949.9K | −$142.7K | Cut−$246.6K |
| Princeton Global Asset Management LLC | 3.81K | $892.8K | −$134.1K | Cut−$134.1K |
| INTEGRITY ALLIANCE, LLC. | 3.79K | $887.9K | −$133.4K | Cut−$190.7K |
| Sargent Investment Group, LLC | 3.73K | $873.6K | −$131.2K | Cut−$151.4K |
| BARCLAYS PLC | 3.7K | $865.9K | −$130.1K | Cut−$130.1K |
| Gladstone Institutional Advisory LLC | 3.7K | $865.7K | −$130K | Cut−$2.11M |
| Garden State Investment Advisory Services LLC | 3.66K | $857.3K | −$128.8K | Cut−$2.7M |
| GREAT VALLEY ADVISOR GROUP, INC. | 3.66K | $856.6K | −$128.9K | Cut−$132.9K |
| Alchemi Wealth, LLC | 3.65K | $853K | −$128.1K | Cut−$133.5K |
| Perennial Investment Advisors, LLC | 3.61K | $844.1K | −$126.7K | Cut−$126K |
| Pinnacle Financial Partners, Inc. | 3.5K | $817.9K | −$119.1K | Cut−$94K |
| Bensler, LLC | 3.45K | $807.4K | −$121.3K | Cut−$319.4K |
| CoreCap Advisors, LLC | 3.27K | $766.2K | −$115.1K | Cut−$168.4K |
| HB Wealth Management, LLC | 3.27K | $764.6K | −$114.8K | Cut−$114.8K |
| Smart Portfolios, LLC | 3.27K | $764.4K | −$103.4K | Cut−$27.8K |
| HBK Sorce Advisory LLC | 2.85K | $763.5K | $62.8K | Added$62K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3.18K | $745.2K | −$1.02K | Added$737.3K |
| Capital Investment Counsel, LLC | 3.15K | $736K | −$110.5K | Cut−$408.5K |
| Jacobi Capital Management LLC | 3.14K | $734.9K | −$110.4K | Cut−$110.4K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.13K | $732K | −$109.9K | Cut−$158.4K |
| Topsail Wealth Management, LLC | 3.12K | $729.9K | −$109.6K | Cut−$120.4K |
| QTR Family Wealth, LLC | 2.85K | $721.4K | $14.5K | Added$7.35K |
| EQUITABLE TRUST CO | 3.07K | $718.9K | −$50.2K | Added$334.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | 3.07K | $718.5K | −$107.9K | Cut−$146.1K |
| BURKE & HERBERT BANK & TRUST CO | 3.05K | $712.9K | — | New |
| Lido Advisors, LLC | 3.04K | $712.4K | −$135.1K | Cut−$279.1K |
| NBC SECURITIES, INC. | 3.03K | $709.8K | −$106.6K | Cut−$168.8K |
| LaSalle St. Investment Advisors, LLC | 3.02K | $706.7K | $705.9K | Added$705.9K |
| Sequent Planning LLC | 2.98K | $698.4K | −$92K | Cut−$6.38K |
| Ebert Capital Management Inc. | 2.95K | $691.3K | −$57.3K | Added$129.7K |
| Kesler, Norman & Wride, LLC | 2.93K | $685.2K | −$102.9K | Cut−$118.5K |
| StoneX Group Inc. | 2.89K | $676.1K | −$101.6K | Cut−$2.01M |
| LYELL WEALTH MANAGEMENT, LP | 2.86K | $668.9K | −$100.5K | Cut−$208.4K |
| HBW ADVISORY SERVICES LLC | 2.77K | $647.3K | −$88.2K | Cut−$27.8K |
| Greenspring Advisors, LLC | 2.77K | $647.1K | −$97.2K | Cut−$97.2K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2.71K | $634.3K | −$95.4K | Cut−$131.7K |
| MMBG INVESTMENT ADVISORS CO. | 2.69K | $629.8K | −$94.6K | Cut−$94.6K |
| Lineweaver Wealth Advisors, LLC | 2.68K | $626.3K | −$94.1K | Cut−$105.1K |
| Quantbot Technologies LP | 2.66K | $623.5K | — | New |
| BETO FINANCIAL GROUP, LLC | 2.31K | $622.4K | $18.1K | Cut−$132.6K |
| HARMONY ASSET MANAGEMENT LLC | 2.65K | $621.1K | −$93.3K | Cut−$125.6K |
| GREAT LAKES ADVISORS, LLC | 2.6K | $609.4K | −$91.5K | Cut−$116.8K |
| SILVER OAK SECURITIES, INCORPORATED | 2.56K | $599.1K | −$95.3K | Cut−$147.4K |
| Capital Investment Advisory Services, LLC | 2.55K | $596.8K | −$89.6K | Cut−$102.3K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.49K | $581.8K | −$87.4K | Cut−$90.6K |
| Icahn Capital | 2.45K | $574.1K | −$83.9K | Cut−$68.2K |
| Redhawk Wealth Advisors, Inc. | 2.42K | $567.1K | −$85.2K | Cut−$91.9K |
| Harvest Investment Services, LLC | 2.42K | $566.4K | −$85.1K | Cut−$87.5K |
| HARBOR INVESTMENT ADVISORY, LLC | 2.41K | $563.1K | −$84.6K | Cut−$95.3K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.38K | $562.6K | −$79.3K | Cut−$114.9K |
| Pinnacle Family Advisors, LLC | 2.4K | $562.4K | −$78.9K | Cut−$41.9K |
| MWA Asset Management | 2.39K | $560K | −$84.1K | Cut−$114K |
| Atlantic Union Bankshares Corp | 2.38K | $558.2K | −$83.8K | Cut−$83.8K |
| HF Advisory Group, LLC | 2.33K | $545.8K | −$77.8K | Cut−$50.2K |
| Mission Hills Financial Advisory, LLC | 2.33K | $545.5K | −$81.9K | Cut−$81.9K |
| ICONIQ Capital, LLC | 2.33K | $545.1K | — | New |
| Jump Financial, LLC | 2.33K | $544.8K | — | New |
| TopTier Wealth Management, LLC | 2.3K | $537.3K | −$80.7K | Cut−$81.8K |
| Global View Capital Management LLC | 2.29K | $535K | −$80.4K | Cut−$200.9K |
| Karnit Road Accident Victims Compensation Fund | 2.27K | $531.2K | −$79.8K | Cut−$79.8K |
| Smartleaf Asset Management LLC | 2.35K | $530.9K | −$99.9K | Cut−$68.9K |
| Sherman Wealth Management LLC | 2.27K | $530.3K | −$79.7K | Cut−$125.7K |
| KINGSWOOD WEALTH ADVISORS, LLC | 2.26K | $529.8K | −$79.6K | Cut−$79.6K |
| Rockline Wealth Management, LLC | 2.26K | $528.4K | −$79.4K | Cut−$79.4K |
| Mullooly Asset Management, Inc. | 2.23K | $520.7K | −$78.2K | Cut−$78.2K |
| Quad-Cities Investment Group, LLC | 2.21K | $518.3K | −$77.9K | Cut−$123.3K |
| McKinley Carter Wealth Services, Inc. | 2.21K | $516.3K | −$77.5K | Cut−$77.5K |
| Choate Investment Advisors | 2.19K | $512.5K | −$77K | Cut−$77K |
| Allworth Financial LP | 2.19K | $512.1K | — | New |
| PFG Advisors | 2.18K | $510.4K | −$76.7K | Cut−$216.1K |
| Focus Financial Network, Inc. | 2.15K | $504.1K | −$75.7K | Cut−$351.4K |
| REDSTONE WEALTH MANAGEMENT, LLC | 2.14K | $501.8K | −$75.4K | Cut−$76.7K |
| Dorsey Wright & Associates | 2.13K | $498.7K | — | New |
| CHOREO, LLC | 2.11K | $493.6K | −$70.9K | Cut−$23.2K |
| Decker Wealth Management LLC | 2.1K | $490.5K | −$73.7K | Cut−$92.5K |
| Morey & Quinn Wealth Partners, LLC | 2.08K | $485.8K | −$72.8K | Cut−$71.4K |
| Fifth Third Securities, Inc. | 2.07K | $484.9K | −$72.8K | Cut−$73.1K |
| COMMERCE BANK | 2.07K | $484.4K | −$32.8K | Added$233.6K |
Who left
- TWO SIGMA INVESTMENTS, LP$82.2M
- Qube Research & Technologies Ltd$17.7M
- NewEdge Advisors, LLC$17M
- 360 Financial, Inc.$14.9M
- MARSHALL WACE, LLP$14.4M
- Point72 Asset Management, L.P.$11.1M
- GTS SECURITIES LLC$9.17M
- NORDEN GROUP LLC$6.83M
- MONEY CONCEPTS CAPITAL CORP$6.66M
- TUDOR INVESTMENT CORP ET AL$4.83M
- Quadrature Capital Ltd$4.16M
- D. E. Shaw & Co., Inc.$3.01M
- TriaGen Wealth Management LLC$2.3M
- Cyndeo Wealth Partners, LLC$1.72M
- Davis Investment Partners, LLC$1.66M
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.