Stock
Reported value
$1.59B
Holders
650
+43 new · −123 exited
Holders’ est. mark
−$433.6M
Price effect on 239 books still in the name
Largest holder
$738.9M
HORIZON KINETICS ASSET MANAGEMENT LLC
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $3.22M
- Fidelity0.0% · $316.8K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | 14M | $738.9M | −$218.5M | Cut−$225.9M |
| LPL Financial LLC | 908.3K | $47.9M | −$14.2M | Cut−$18.9M |
| HighTower Advisors, LLC | 614.1K | $32.4M | −$9.58M | Cut−$10M |
| MSRH, LLC | 419.6K | $22.1M | −$6.55M | Cut−$6.71M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 406.9K | $21.5M | −$6.35M | Cut−$14.2M |
| MAD RIVER INVESTORS | 360.1K | $19M | −$5.62M | Cut−$5.64M |
| EagleClaw Capital Managment, LLC | 355.8K | $18.8M | −$5.19M | Cut−$3.98M |
| Wealthfront Advisers LLC | 341.1K | $18M | −$5.32M | Cut−$6.25M |
| Moors & Cabot, Inc. | 311.4K | $16.4M | −$4.86M | Cut−$5.14M |
| Vident Advisory, LLC | 303.1K | $16M | −$23.4K | Added$15.9M |
| KINGSWOOD WEALTH ADVISORS, LLC | 280K | $14.8M | −$4.37M | Cut−$4.63M |
| One Charles Private Wealth Services, LLC | 277K | $14.6M | −$4.32M | Cut−$4.43M |
| JANE STREET GROUP, LLC | 264K | $13.9M | −$361K | Added$12.3M |
| Beaumont Financial Advisors, LLC | 258.7K | $13.7M | −$4.04M | Cut−$4.91M |
| Cresset Asset Management, LLC | 243.7K | $12.9M | −$3.8M | Cut−$3.82M |
| Focus Partners Wealth | 216.5K | $11.4M | −$5.15M | Cut−$5.51M |
| Mariner, LLC | 186.9K | $9.86M | −$2.7M | Cut−$1.98M |
| COMMONWEALTH EQUITY SERVICES, LLC | 178.8K | $9.43M | −$2.79M | Cut−$4.75M |
| Cetera Investment Advisers | 174.5K | $9.21M | −$2.72M | Cut−$3.44M |
| Lido Advisors, LLC | 165.5K | $8.73M | −$5.5M | Cut−$5.17M |
| Fiduciary Alliance LLC | 146.1K | $8.53M | −$1.34M | Cut−$649.8K |
| RBF Capital, LLC | 150K | $7.91M | −$2.34M | Cut−$2.34M |
| Atlas Wealth Partners, LLC | 140.3K | $7.4M | −$2.19M | Cut−$2.35M |
| Sloy Dahl & Holst, LLC | 133.4K | $7.04M | −$2.08M | Cut−$2.15M |
| Creative Planning | 131.8K | $6.95M | −$2.06M | Cut−$2.34M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 129K | $6.81M | −$1.98M | Cut−$1.88M |
| Sequoia Financial Advisors, LLC | 127.2K | $6.71M | −$1.86M | Cut−$1.42M |
| SLT Holdings LLC | 124K | $6.54M | −$1.92M | Cut−$1.85M |
| LAKEWOOD CAPITAL MANAGEMENT, LP | 123.5K | $6.52M | −$1.93M | Cut−$1.93M |
| Pasadena Private Wealth, LLC | 117.6K | $6.21M | −$1.83M | Cut−$1.95M |
| IEQ CAPITAL, LLC | 117.1K | $6.18M | −$1.83M | Cut−$1.83M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 115.3K | $6.01M | −$2.31M | Cut−$7.32M |
| Fielder Capital Group LLC | 111.3K | $5.87M | −$1.74M | Cut−$1.84M |
| ONCE CAPITAL MANAGEMENT, LLC | 107.7K | $5.68M | −$1.68M | Cut−$1.68M |
| BLAIR WILLIAM & CO/IL | 107.1K | $5.65M | −$1.67M | Cut−$1.69M |
| Qube Research & Technologies Ltd | 106.5K | $5.62M | — | New |
| Kestra Advisory Services, LLC | 105.8K | $5.58M | −$1.57M | Cut−$1.3M |
| Birch Hill Investment Advisors LLC | 102.8K | $5.43M | −$1.6M | Cut−$1.6M |
| Citrine Capital LLC | 101.8K | $5.37M | −$1.59M | Cut−$1.59M |
| ICONIQ Capital, LLC | 101.6K | $5.36M | −$1.58M | Cut−$1.58M |
| MILLENNIUM MANAGEMENT LLC | 100K | $5.28M | −$1.56M | Cut−$1.56M |
| Red Door Wealth Management, LLC | 95.6K | $5.04M | −$1.49M | Cut−$1.5M |
| Larson Financial Group LLC | 91K | $4.8M | −$1.42M | Cut−$1.5M |
| MORGAN STANLEY | 86.5K | $4.56M | −$1.35M | Cut−$1.82M |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 84.6K | $4.46M | −$1.32M | Cut−$1.37M |
| RAYMOND JAMES FINANCIAL INC | 83.3K | $4.4M | −$1.3M | Cut−$1.59M |
| Claro Advisors Inc. | 82.8K | $4.37M | −$1.29M | Cut−$1.79M |
| OSAIC HOLDINGS, INC. | 81.2K | $4.28M | −$1.27M | Cut−$1.33M |
| Advisory Services Network, LLC | 78.2K | $4.12M | −$1.19M | Cut−$1.1M |
| Van Hulzen Asset Management, LLC | 77.6K | $4.1M | −$1.21M | Cut−$1.23M |
| Intellectus Partners, LLC | 76.5K | $4.03M | −$1.19M | Cut−$1.18M |
| SCS Capital Management LLC | 75.9K | $4M | −$1.18M | Cut−$1.19M |
| MERCER GLOBAL ADVISORS INC /ADV | 73.7K | $3.89M | −$1.13M | Cut−$1.07M |
| Haven Private, LLC | 73.2K | $3.86M | −$1.14M | Cut−$1.16M |
| Farther Finance Advisors, LLC | 72.6K | $3.85M | −$1.1M | Cut−$1.07M |
| ENVESTNET ASSET MANAGEMENT INC | 72.4K | $3.82M | −$1.09M | Cut−$936.8K |
| Variant Private Wealth, LLC | 71.6K | $3.78M | −$1.12M | Cut−$1.12M |
| Guild Investment Management, Inc. | 67.6K | $3.57M | −$1.05M | Cut−$1.03M |
| Kovitz Investment Group Partners, LLC | 64.3K | $3.39M | −$1M | Cut−$996.6K |
| Keystone Financial Group | 57.9K | $3.37M | −$574.9K | Cut−$480.1K |
| MONECO ADVISORS, LLC | 63.3K | $3.34M | −$988.1K | Cut−$1.05M |
| Renaissance Technologies | 61K | $3.22M | −$950.8K | Cut−$4.99M |
| NewEdge Wealth, LLC | 60.5K | $3.19M | −$943.1K | Cut−$970.6K |
| Pekin Hardy Strauss, Inc. | 56.9K | $3M | −$888K | Cut−$990.2K |
| SELDON CAPITAL LP | 56.1K | $2.96M | −$875.2K | Cut−$1.43M |
| Legacy Wealth Asset Management, LLC | 55.5K | $2.93M | −$865.2K | Cut−$923.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | 52.3K | $2.76M | −$816.6K | Cut−$924.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 52.3K | $2.76M | −$815.8K | Cut−$1M |
| NTV Asset Management LLC | 51.3K | $2.71M | −$800.2K | Cut−$881.6K |
| Convergence Financial, LLC | 51.3K | $2.7M | −$799.8K | Cut−$813K |
| Verde Capital Management | 50.7K | $2.68M | −$791.5K | Cut−$831.6K |
| BROWN ADVISORY INC | 50.4K | $2.66M | −$786.5K | Cut−$868.5K |
| Ridgepath Capital Management LLC | 50.3K | $2.66M | — | New |
| Interchange Capital Partners, LLC | 40.5K | $2.59M | −$144.1K | Added$323.8K |
| SMITH, MOORE & CO. | 48.1K | $2.54M | −$175K | Added$1.77M |
| Bleakley Financial Group, LLC | 47.8K | $2.52M | −$746K | Cut−$1.26M |
| Merit Financial Group, LLC | 47.3K | $2.5M | −$738K | Cut−$745.6K |
| Cerity Partners LLC | 46.2K | $2.44M | −$719.3K | Cut−$1.85M |
| BECK CAPITAL MANAGEMENT, LLC | 45.6K | $2.41M | −$711.6K | Cut−$1M |
| US BANCORP \DE\ | 45.5K | $2.4M | −$709K | Cut−$856.8K |
| Wealthspire Advisors, LLC | 44.8K | $2.36M | −$661.4K | Cut−$537.1K |
| PNC Financial Services Group, Inc. | 43.7K | $2.31M | −$682.1K | Cut−$896.7K |
| EFG International AG | 43.5K | $2.3M | −$679.4K | Cut−$781.9K |
| WESCAP Management Group, Inc. | 43.3K | $2.29M | −$675.8K | Cut−$2.44M |
| CERTIOR FINANCIAL GROUP, LLC | 43K | $2.27M | −$670.6K | Cut−$717.5K |
| FAGAN ASSOCIATES, INC. | 42.4K | $2.24M | −$661.1K | Cut−$707.2K |
| HFG Wealth Management, LLC | 41.7K | $2.2M | −$649.8K | Cut−$743.3K |
| CAPTRUST FINANCIAL ADVISORS | 39.6K | $2.09M | −$601.2K | Cut−$545.2K |
| FIFTH THIRD BANCORP | 39.1K | $2.06M | −$1.56K | Added$2.05M |
| Prosperity Financial Group, Inc. | 38.7K | $2.04M | −$603.9K | Cut−$627.4K |
| Brookstone Capital Management | 38.4K | $2.02M | −$598.7K | Cut−$744.2K |
| MGO ONE SEVEN LLC | 38.2K | $2.02M | −$596.5K | Cut−$668.6K |
| Beacon Pointe Advisors, LLC | 36.2K | $1.91M | −$351.7K | Added$369.3K |
| TigerOak Management, L.L.C. | 36.1K | $1.91M | −$563.7K | Cut−$584.2K |
| Cyndeo Wealth Partners, LLC | 35.4K | $1.87M | −$552.2K | Cut−$712.2K |
| Fiduciary Trust Co | 35.1K | $1.85M | −$547.8K | Cut−$547.8K |
| Sowell Financial Services LLC | 34.5K | $1.82M | −$522.4K | Cut−$467.9K |
| Visionary Wealth Advisors | 33.9K | $1.79M | −$528.9K | Cut−$727.7K |
| Waverly Advisors, LLC | 33.8K | $1.78M | −$511.9K | Cut−$458.1K |
| Integrated Wealth Concepts LLC | 33.8K | $1.78M | −$371.7K | Added$153.4K |
| Compass Ion Advisors, LLC | 33.3K | $1.76M | −$519.2K | Cut−$519.2K |
| WealthPlan Investment Management, LLC | 33.1K | $1.75M | −$457.3K | Cut−$258.5K |
| Private Advisor Group, LLC | 32.2K | $1.7M | −$501.8K | Cut−$579.1K |
| McKinley Carter Wealth Services, Inc. | 32.1K | $1.69M | −$500.9K | Cut−$500.9K |
| PYA Waltman Capital, LLC | 31.9K | $1.68M | −$497.4K | Cut−$574.5K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 31.9K | $1.68M | −$496.6K | Cut−$750.2K |
| TRUIST FINANCIAL CORP | 31.1K | $1.64M | −$479.5K | Cut−$458.4K |
| Curi Capital, LLC | 31.1K | $1.64M | −$485K | Cut−$488K |
| MCRAE CAPITAL MANAGEMENT INC | 30.9K | $1.63M | −$482.7K | Cut−$482.7K |
| NBC SECURITIES, INC. | 29.6K | $1.56M | −$462.1K | Cut−$528.7K |
| Pathstone Holdings, LLC | 29.4K | $1.55M | −$459.2K | Cut−$651.2K |
| SPROTT INC. | 28.8K | $1.52M | −$449.2K | Cut−$903.3K |
| FRANKLIN RESOURCES INC | 28.6K | $1.51M | — | New |
| STIFEL FINANCIAL CORP | 28.2K | $1.49M | −$439.6K | Cut−$481.3K |
| MAI Capital Management | 27.7K | $1.46M | −$431.6K | Cut−$456.3K |
| QTR Family Wealth, LLC | 25.1K | $1.45M | — | New |
| CURA WEALTH ADVISORS, LLC | 27.3K | $1.44M | −$425.7K | Cut−$432.6K |
| Canton Hathaway, LLC | 27.2K | $1.44M | −$424.3K | Cut−$424.3K |
| Illumine Investment Management, LLC | 27K | $1.42M | −$420.4K | Cut−$429.6K |
| Benson Wealth Management INC | 26.8K | $1.41M | −$417.4K | Cut−$589.3K |
| Financial Engines Advisors L.L.C. | 26.5K | $1.4M | −$413.4K | Cut−$462.3K |
| CIBC Bancorp USA Inc. | 25.9K | $1.39M | — | Held |
| Diligent Investors, LLC | 25.5K | $1.35M | −$398.1K | Cut−$528K |
| Professional Financial Advisors, LLC | 25.4K | $1.34M | — | New |
| Integras Partners LLC | 25.4K | $1.34M | −$287.9K | Added$77.2K |
| FORTEM FINANCIAL GROUP, LLC | 24.7K | $1.3M | −$384.6K | Cut−$384.6K |
| Optiver Holding B.V. | 24.5K | $1.29M | −$160.7K | Added$586.4K |
| Alamea Verwaltungs GmbH | 22.4K | $1.27M | −$228K | Cut−$228K |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 24K | $1.27M | −$375.1K | Cut−$375.1K |
| Abacus Planning Group, Inc. | 23.7K | $1.25M | −$370.3K | Cut−$370.3K |
| White Knight Strategic Wealth Advisors, LLC | 23.6K | $1.24M | −$367.8K | Cut−$367.8K |
| EPIQ PARTNERS, LLC | 23.1K | $1.22M | −$361.1K | Cut−$426.3K |
| Pilgrim Partners Asia Pte Ltd | 22.7K | $1.2M | −$226.2K | Added$206.4K |
| NWAM LLC | 22.7K | $1.2M | −$353.7K | Cut−$353.5K |
| Jaffetilchin Investment Partners, LLC | 22.6K | $1.19M | −$352K | Cut−$356.8K |
| Meridian Wealth Management, LLC | 22.5K | $1.19M | −$350.5K | Cut−$372.3K |
| Prairie Wealth Advisors, Inc. | 0 | $1.18M | — | Cut−$348.7K |
| CHOREO, LLC | 22.3K | $1.18M | −$354.3K | Cut−$370.3K |
| TRUE Private Wealth Advisors | 22.2K | $1.17M | −$345K | Cut−$343.2K |
| CRA Financial Services, LLC | 22.1K | $1.16M | −$344.1K | Cut−$361.1K |
| Financial Management Professionals, Inc. | 21.9K | $1.16M | −$341.9K | Cut−$376.1K |
| Finer Wealth Management, Inc. | 21.8K | $1.15M | −$339.6K | Cut−$756.6K |
| CMG Global Holdings, LLC | 21.7K | $1.15M | −$18.7K | Added$905.3K |
| Proficio Capital Partners LLC | 21.7K | $1.14M | −$338.2K | Cut−$1.87M |
| Quadcap Wealth Management, LLC | 21.7K | $1.14M | −$337.8K | Cut−$427.3K |
| Ethos Financial Group, LLC | 16.3K | $1.11M | $0 | Held |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 20.9K | $1.1M | −$325.6K | Cut−$339.6K |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 20.6K | $1.09M | −$321.5K | Cut−$3.03M |
| Pallas Capital Advisors LLC | 20.6K | $1.09M | −$321.4K | Cut−$322.1K |
| Integrated Advisors Network LLC | 20.3K | $1.07M | −$317K | Cut−$432K |
| Aptus Capital Advisors, LLC | 20.3K | $1.07M | −$217.7K | Added$117.5K |
| CWM, LLC | 20.1K | $1.06M | $853.6K | Added$1.06M |
| Pinnacle Financial Partners, Inc. | 20K | $1.06M | −$312K | Cut−$324.4K |
| Spire Wealth Management | 19.9K | $1.05M | −$310.2K | Cut−$542.4K |
| Evolution Wealth Advisors, LLC | 19.9K | $1.05M | −$310.1K | Cut−$310.1K |
| SteelPeak Wealth, LLC | 19.9K | $1.05M | −$281.8K | Cut−$187.3K |
| Jump Financial, LLC | 19.6K | $1.03M | — | New |
| Carnegie Investment Counsel | 19.5K | $1.03M | −$303.4K | Cut−$686.7K |
| Upper Left Wealth Management, LLC | 19.3K | $1.02M | −$300.5K | Cut−$416.4K |
| VestGen Advisors, LLC | 16.2K | $1.02M | −$90.1K | Cut−$105.3K |
| Soltis Investment Advisors LLC | 19.2K | $1.01M | −$299.5K | Cut−$321.4K |
| Almanack Investment Partners, LLC. | 19.1K | $1.01M | −$297.7K | Cut−$297.7K |
| Golden State Equity Partners | 18.9K | $996.5K | −$124.6K | Added$450.3K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 18.9K | $996K | −$294.5K | Cut−$307.7K |
| Joseph P. Lucia & Associates, LLC | 18.6K | $982.9K | −$290.6K | Cut−$420.2K |
| OakTrust Wealth Advisors, LLC | 18.6K | $982.8K | −$290.6K | Cut−$290.6K |
| HCR Wealth Advisors | 18.4K | $969.7K | −$269.6K | Cut−$211.5K |
| Blue Trust, Inc. | 18.2K | $962.1K | −$284.5K | Cut−$284.5K |
| Ballast Financial Advisors LLC | 17.8K | $937.1K | −$277.1K | Cut−$372.8K |
| STANSBERRY ASSET MANAGEMENT, LLC | 17.7K | $932.5K | −$275.7K | Cut−$366.9K |
| AXXCESS WEALTH MANAGEMENT, LLC | 17.5K | $924.4K | −$171.7K | Added$172.1K |
| RWA WEALTH PARTNERS, LLC | 17.3K | $913.7K | −$270.2K | Cut−$270.2K |
| Milestone Asset Management Group, LLC | 17.3K | $912.4K | −$269.8K | Cut−$269.8K |
| Clearwater Capital Advisors, LLC | 17.2K | $908K | −$152.5K | Added$239.9K |
| Prospera Financial Services Inc | 17.1K | $904.4K | −$267.4K | Cut−$270.7K |
| Corient Private Wealth LLC | 42.4K | $903.5K | −$1.99M | Cut−$2.42M |
| &PARTNERS | 17K | $895K | −$260.3K | Cut−$245.8K |
| CARY STREET PARTNERS FINANCIAL LLC | 16.6K | $878.3K | −$251.4K | Cut−$223.5K |
| Perigon Wealth Management, LLC | 16.5K | $871.7K | −$257.7K | Cut−$560.2K |
| WCG Wealth Advisors LLC | 16.5K | $871K | −$257.5K | Cut−$258.9K |
| ROYAL BANK OF CANADA | 16.4K | $865K | −$258.5K | Cut−$397K |
| SevenBridge Financial Group, LLC | 13.8K | $848.5K | −$96K | Cut−$96K |
| Exit Wealth Advisors, LLC. | 15.7K | $828.6K | −$245K | Cut−$245K |
| CHILDRESS CAPITAL ADVISORS, LLC | 15.6K | $823.8K | −$243.6K | Cut−$243.6K |
| ACT CAPITAL MANAGEMENT, LLC | 15.4K | $812.5K | −$240.2K | Cut−$1.54M |
| NorthRock Partners, LLC | 15.3K | $804.7K | −$236.5K | Cut−$231.2K |
| Chicago Partners Investment Group LLC | 13.1K | $804.3K | −$110.3K | Cut−$107K |
| REGIONS FINANCIAL CORP | 15K | $794K | −$234.8K | Cut−$234.8K |
| Quadrant Private Wealth Management, LLC | 14.8K | $783.3K | −$227K | Cut−$211.3K |
| Schneider Downs Wealth Management Advisors, LP | 14.8K | $779.3K | −$193.9K | Cut−$70.4K |
| Sanctuary Advisors, LLC | 14.7K | $777.6K | −$229.9K | Cut−$666.7K |
| Empower Advisory Group, LLC | 14.7K | $774.6K | −$122.9K | Added$236.2K |
| ROTHSCHILD INVESTMENT LLC | 14.5K | $764.5K | −$226K | Cut−$226K |
| Mills Wealth Advisors LLC | 14.1K | $745.7K | −$220.5K | Cut−$232.9K |
| Curran Financial Partners, LLC | 14.1K | $742.3K | −$219.5K | Cut−$254K |
| AE Wealth Management LLC | 14.1K | $742.2K | −$219.5K | Cut−$347.2K |
| Embree Financial Group | 14K | $739.5K | −$197.9K | Cut−$127.7K |
| Private Capital Advisors, Inc. | 14K | $738.5K | — | New |
| U.S. Capital Wealth Advisors, LLC | 14K | $738.5K | −$218.4K | Cut−$1.22M |
| Midwest Trust Co | 14K | $736.4K | −$217.7K | Cut−$272.2K |
| Formidable Asset Management, LLC | 10.8K | $735.9K | −$230.5K | Cut−$344.9K |
| Ameritas Advisory Services, LLC | 13.9K | $734.7K | −$217.2K | Cut−$245.6K |
| Copia Wealth Management | 13.8K | $728.9K | −$215.5K | Cut−$316.4K |
| CITIZENS FINANCIAL GROUP INC/RI | 13.7K | $724.2K | −$211.3K | Cut−$201.8K |
| Aries Wealth Management | 13.7K | $723.9K | −$214K | Cut−$214K |
| Malaga Cove Capital, LLC | 13.7K | $720.6K | −$213.1K | Cut−$213.1K |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 13.5K | $713.9K | −$211.1K | Cut−$211.1K |
| Stratos Wealth Partners, LTD. | 13.5K | $711K | −$210.2K | Cut−$353.9K |
| Fortis Capital Management LLC | 13.2K | $699K | −$206.7K | Cut−$238.3K |
| Wealthcare Advisory Partners LLC | 13.2K | $698.8K | −$206.6K | Cut−$283.5K |
| BlackRock, Inc. | 13.2K | $697.5K | −$206.2K | Cut−$206.2K |
| NavPoint Financial, Inc. | 13.2K | $696.4K | −$205.9K | Cut−$205.9K |
| Geneos Wealth Management Inc. | 13.1K | $691.5K | −$204.5K | Cut−$246.9K |
| Maridea Wealth Management LLC | 12.9K | $682.7K | −$201.8K | Cut−$224.6K |
| Wealth Alliance Advisory Group, LLC | 12.7K | $672.4K | −$198.8K | Cut−$198.8K |
| Plancorp, LLC | 11.7K | $668.9K | −$132.7K | Cut−$132.7K |
| Aspen Grove Capital, LLC | 12.7K | $667.7K | −$197.4K | Cut−$197.4K |
| HEADINVEST, LLC | 12.5K | $659.5K | −$195K | Cut−$1.05M |
| National Philanthropic Trust | 12.4K | $653.6K | −$193.3K | Cut−$227.4K |
| INTEGRITY ALLIANCE, LLC. | 12.4K | $652.4K | −$192.9K | Cut−$319.8K |
| Equitable Holdings, Inc. | 9.46K | $646.3K | $0 | Added$98.1K |
| Clearstead Advisors, LLC | 12.2K | $642.4K | −$174.3K | Cut−$121.6K |
| Runnymede Capital Advisors, Inc. | 12.1K | $639.5K | — | New |
| Concurrent Investment Advisors, LLC | 11.8K | $623.6K | −$110.2K | Added$140.6K |
| Fund Advisors of America Inc/FL | 11.8K | $622.6K | −$184.1K | Cut−$208.7K |
| Independent Advisor Alliance | 11.8K | $621.4K | −$183.7K | Cut−$188.8K |
| DELTEC ASSET MANAGEMENT LLC | 11.8K | $619.9K | −$183.3K | Cut−$285.8K |
| Howland Capital Management LLC | 11.6K | $612K | −$181K | Cut−$181K |
| Berger Financial Group, Inc | 11.6K | $611.1K | −$180.7K | Cut−$204.1K |
| EP Wealth Advisors, LLC | 11.4K | $602.4K | −$143.8K | Cut−$27.9K |
| Essex Financial Services, Inc. | 11.3K | $597.2K | −$176.6K | Cut−$176.6K |
| DIVERSIFIED MANAGEMENT INC | 11.2K | $590.5K | −$174.6K | Cut−$174.6K |
| Hartmann Taylor Wealth Management, LLC | 11.2K | $588.5K | −$174K | Cut−$331.2K |
| Western Wealth Management, LLC | 11.1K | $585.3K | −$173.1K | Cut−$256.9K |
| Modern Wealth Management, LLC | 11K | $582.8K | −$168.2K | Cut−$184.5K |
| TRANSCEND CAPITAL ADVISORS, LLC | 11K | $582.7K | −$172.3K | Cut−$288.1K |
| EARNED WEALTH ADVISORS, LLC | 10.9K | $574.8K | −$169.9K | Cut−$169.9K |
| CreativeOne Wealth, LLC | 10.8K | $571.5K | −$169K | Cut−$317K |
| PINNACLE ASSOCIATES LTD | 10.8K | $569.6K | −$168.4K | Cut−$213.9K |
| Smartleaf Asset Management LLC | 10.9K | $564.5K | −$184.1K | Cut−$184.1K |
| BANK OF MONTREAL /CAN/ | 10.7K | $564.4K | −$166.9K | Cut−$388.5K |
| MATAURO, LLC | 10.7K | $562.7K | −$166.4K | Cut−$653.9K |
| GABLES CAPITAL MANAGEMENT INC. | 10.6K | $558.5K | −$165.1K | Cut−$500.8K |
| Spectrum Planning & Advisory Services Inc. | 10.2K | $540.7K | −$159.9K | Cut−$162.6K |
| Chevy Chase Trust Holdings, LLC | 10.2K | $537.2K | −$158.8K | Cut−$158.8K |
| Keystone Global Partners, LLC | 10.1K | $535.4K | −$158.3K | Cut−$158.3K |
| STEPHEN J. GARRY & ASSOCIATES, LLC | 10.1K | $533.7K | −$157.8K | Cut−$157.8K |
| Tidal Investments LLC | 10.3K | $532.2K | — | New |
| New Republic Capital, LLC | 10K | $529.7K | −$156.6K | Cut−$156.6K |
| Oxbow Advisors, LLC | 10K | $527.6K | −$156K | Cut−$156K |
Who left
- Multicoin Capital Management, LLC$20.7M
- DRW Securities, LLC$15.9M
- OLD MISSION CAPITAL LLC$15.1M
- Citadel$5.73M
- Palumbo Wealth Management LLC$4.6M
- Ascension Capital Advisors, Inc.$4.51M
- NewEdge Advisors, LLC$2.92M
- Seal Cove Capital, LLC$1.68M
- ANGELES WEALTH MANAGEMENT, LLC$1.24M
- 180 WEALTH ADVISORS, LLC$743.7K
- IRIDIAN ASSET MANAGEMENT LLC/CT$721.8K
- Coppell Advisory Solutions LLC$718.1K
- Glaxis Capital Management, LLC$683.6K
- Capstone Capital Management Ltd$608.9K
- Henrickson Nauta Wealth Advisors, Inc.$591.2K
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.