Stock
Reported value
$1.42B
Holders
345
+48 new · −55 exited
Holders’ est. mark
−$88.9M
Price effect on 221 books still in the name
Largest holder
$217M
STRS OHIO
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $386.1K
- Fidelity0.0% · $468
- Icahn Capital0.0% · $322.7K
- State Street0.0% · $4.06M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| STRS OHIO | 17.1M | $217M | −$15.2M | Cut−$9.68M |
| HighTower Advisors, LLC | 7.05M | $89.2M | −$2.09M | Added$58M |
| Corient Private Wealth LLC | 4.53M | $56.6M | −$4.85M | Cut−$14.2M |
| UBS Group AG | 4.06M | $51.4M | −$2.61M | Added$12.5M |
| Sage Mountain Advisors LLC | 3.76M | $47.6M | −$3.06M | Added$1.95M |
| Sound Income Strategies, LLC | 3.75M | $46.9M | −$4.76M | Cut−$2.91M |
| OMERS ADMINISTRATION Corp | 3.56M | $45.1M | −$2.75M | Added$4.1M |
| JPMORGAN CHASE & CO | 3.52M | $44.5M | −$3.23M | Cut−$8.68M |
| Allen Investment Management, LLC | 3.37M | $42.6M | −$3.06M | Cut−$12.6M |
| BANK OF AMERICA CORP /DE/ | 3.27M | $41.4M | −$2.98M | Cut−$6.31M |
| ARES MANAGEMENT LLC | 3.06M | $38.7M | −$2.49M | Added$1.59M |
| Rockefeller Capital Management L.P. | 2.8M | $35.5M | −$2.1M | Added$4.12M |
| Generali Asset Management SPA SGR | 2.63M | $33.3M | −$2.39M | Cut−$2.39M |
| Lalia Capital, LLC | 2.54M | $32.2M | −$2.26M | Cut−$1.46M |
| Legal & General Group Plc | 2.24M | $28.4M | −$1.84M | Added$392.4K |
| Muzinich & Co., Inc. | 1.99M | $25.1M | −$1.78M | Cut−$1.45M |
| MORGAN STANLEY | 1.98M | $25M | −$1.8M | Cut−$16.3M |
| Arnhold LLC | 1.54M | $19.5M | −$1.34M | Cut−$489.6K |
| Sumitomo Mitsui Trust Group, Inc. | 1.51M | $19.2M | −$1.38M | Cut−$1.38M |
| Coastal Bridge Advisors, LLC | 1.29M | $16.4M | −$453.3K | Added$9.6M |
| Russell Investments Group, Ltd. | 1.28M | $16.2M | −$328.1K | Added$11.3M |
| MAI Capital Management | 1.22M | $15.5M | −$1.11M | Cut−$3.05M |
| BlackRock, Inc. | 1.19M | $15.1M | −$1.09M | Cut−$11.9M |
| FRANKLIN RESOURCES INC | 1.15M | $14.5M | −$549.8K | Added$6.33M |
| BANK OF MONTREAL /CAN/ | 1.06M | $13.4M | −$961.4K | Cut−$961.4K |
| Hirtle Callaghan & Co LLC | 1.02M | $12.9M | −$916.6K | Cut−$797.1K |
| D. E. Shaw & Co., Inc. | 953.2K | $12.1M | −$261.5K | Added$8.17M |
| BROWN BROTHERS HARRIMAN & CO | 942.5K | $11.9M | — | New |
| SIGMA INVESTMENT COUNSELORS INC | 936.4K | $11.9M | −$809.2K | Cut−$211.8K |
| Cerity Partners LLC | 857.4K | $10.9M | −$771.1K | Cut−$643.1K |
| WELLS FARGO & COMPANY/MN | 743.7K | $9.42M | −$377.6K | Added$3.79M |
| Boston Partners | 662.8K | $8.4M | −$608.6K | Cut−$6.26M |
| Next Capital Management LLC | 567.2K | $7.18M | −$222.2K | Added$3.87M |
| Prairiewood Capital, LLC | 521.4K | $6.6M | −$415.6K | Added$403.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 500.5K | $6.34M | −$455.5K | Cut−$676.6K |
| Lido Advisors, LLC | 491.9K | $6.23M | −$484.4K | Cut−$1.41M |
| LPL Financial LLC | 479.1K | $6.07M | −$436K | Cut−$1.33M |
| North Ground Capital | 478.9K | $6.06M | −$296.8K | Added$1.64M |
| CAPTRUST FINANCIAL ADVISORS | 476.7K | $6.03M | −$433.8K | Cut−$2.95M |
| Arax Advisory Partners | 431.3K | $5.46M | −$374.2K | Cut−$121K |
| Pathstone Holdings, LLC | 428.6K | $5.43M | −$390K | Cut−$3.46M |
| RAYMOND JAMES FINANCIAL INC | 421.7K | $5.34M | −$383.7K | Cut−$5.22M |
| CONDOR CAPITAL MANAGEMENT | 419K | $5.3M | −$340.2K | Added$231.4K |
| Focus Partners Wealth | 409K | $5.18M | −$371.3K | Cut−$358.2K |
| Advisors Capital Management, LLC | 390.8K | $4.95M | −$337.4K | Cut−$83.2K |
| Advisors Asset Management, Inc. | 379.1K | $4.8M | −$323.2K | Cut−$20K |
| Granite FO LLC | 376.3K | $4.76M | −$342.4K | Cut−$671K |
| Wealthspire Advisors, LLC | 375.1K | $4.75M | −$17.1K | Added$4.49M |
| Waterloo Capital, L.P. | 370.4K | $4.69M | −$137.4K | Added$2.64M |
| MERCER GLOBAL ADVISORS INC /ADV | 366.7K | $4.64M | −$226.6K | Added$1.26M |
| NEUBERGER BERMAN GROUP LLC | 365.4K | $4.63M | −$332.5K | Cut−$426K |
| DENALI ADVISORS LLC | 365.3K | $4.62M | −$332.4K | Cut−$432K |
| Tranquility Partners, LLC | 362.8K | $4.59M | −$321.7K | Cut−$203.8K |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 346.7K | $4.39M | −$305K | Cut−$159.3K |
| BROWN ADVISORY INC | 345.8K | $4.38M | −$314.6K | Cut−$339.6K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 326.9K | $4.14M | −$297.5K | Cut−$555.7K |
| State Street | 320.8K | $4.06M | −$291.9K | Cut−$333.3K |
| Hennion & Walsh Asset Management, Inc. | 316.7K | $4.01M | −$288.2K | Cut−$1.04M |
| D.A. DAVIDSON & CO. | 314.3K | $3.98M | −$273.5K | Cut−$99.9K |
| &PARTNERS | 309.7K | $3.92M | −$277.3K | Cut−$444K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 304.9K | $3.86M | −$274K | Cut−$225.9K |
| STIFEL FINANCIAL CORP | 304.4K | $3.85M | −$277.1K | Cut−$2.27M |
| ENVESTNET ASSET MANAGEMENT INC | 302.1K | $3.82M | −$152.6K | Added$1.55M |
| BNP PARIBAS FINANCIAL MARKETS | 282.8K | $3.58M | −$236.4K | Added$54.3K |
| Robertson Stephens Wealth Management, LLC | 276K | $3.49M | −$246.9K | Cut−$187.4K |
| First National Trust Co | 264.2K | $3.34M | −$240.4K | Cut−$240.4K |
| IEQ CAPITAL, LLC | 259K | $3.28M | −$176.8K | Added$643.4K |
| Naviter Wealth, LLC | 256K | $3.24M | −$198.8K | Added$276.4K |
| TRED AVON FAMILY WEALTH, LLC | 247.2K | $3.13M | −$221.5K | Cut−$174.1K |
| United Advisor Group, LLC | 242.3K | $3.07M | −$195.8K | Added$148.3K |
| Anchor Investment Management, LLC | 239.8K | $3.04M | −$218.2K | Cut−$546.5K |
| Family Manage LLC | 228.5K | $2.89M | −$89.1K | Added$1.56M |
| OPPENHEIMER & CO INC | 225.7K | $2.86M | −$78.1K | Added$1.69M |
| Snowden Capital Advisors LLC | 216.3K | $2.74M | −$196.9K | Cut−$249.2K |
| Advisor OS, LLC | 214K | $2.71M | −$190.1K | Cut−$125.6K |
| Callodine Capital Management, LP | 200K | $2.53M | −$182K | Cut−$3.57M |
| FIRST TRUST ADVISORS LP | 198.8K | $2.52M | −$113.1K | Added$831.1K |
| GraniteShares Advisors LLC | 179.1K | $2.27M | −$163K | Cut−$441.2K |
| PRELUDE CAPITAL MANAGEMENT, LLC | 175K | $2.22M | −$159.3K | Cut−$159.3K |
| Bank of New York Mellon Corp | 172.4K | $2.18M | −$145.6K | Added$12K |
| Silverberg Bernstein Capital Management LLC | 152.3K | $1.93M | −$116.6K | Added$189.5K |
| Adams Asset Advisors, LLC | 150.5K | $1.91M | −$133.6K | Cut−$86.9K |
| HB Wealth Management, LLC | 149.3K | $1.89M | −$112.5K | Added$212.8K |
| Alpine Global Management, LLC | 146.9K | $1.86M | — | New |
| STABLEFORD CAPITAL II LLC | 143.7K | $1.82M | −$63.5K | Added$871.4K |
| TWO SIGMA INVESTMENTS, LP | 142.5K | $1.8M | −$129.6K | Cut−$4.28M |
| Parallel Advisors, LLC | 141.1K | $1.79M | −$128.4K | Cut−$1.17M |
| Invesco Ltd. | 139.3K | $1.76M | −$96.4K | Added$326.3K |
| Texas Yale Capital Corp. | 139.1K | $1.76M | −$126.5K | Cut−$229.1K |
| Focused Wealth Management, Inc | 131.8K | $1.67M | −$10.9K | Added$1.51M |
| Lansforsakringar Fondforvaltning AB (publ) | 124.3K | $1.57M | −$93.3K | Added$182.7K |
| General Partner, Inc. | 123K | $1.56M | −$112K | Cut−$112K |
| LRI Investments, LLC | 122.6K | $1.55M | −$108.3K | Cut−$62.9K |
| CURA WEALTH ADVISORS, LLC | 120.2K | $1.52M | −$109.4K | Cut−$1.84M |
| Cetera Investment Advisers | 119.9K | $1.52M | −$96.8K | Added$74.5K |
| Legacy Capital Wealth Partners, LLC | 119.7K | $1.52M | −$106.7K | Cut−$75.4K |
| Independent Family Office, LLC | 119K | $1.51M | — | New |
| Berkeley Capital Partners, LLC | 117K | $1.48M | — | New |
| Osbon Capital Management LLC | 112.1K | $1.42M | −$101.6K | Cut−$96.4K |
| CAXTON ASSOCIATES LLP | 111.1K | $1.41M | −$101.1K | Cut−$597.3K |
| Truvestments Capital LLC | 108.2K | $1.37M | −$98.4K | Cut−$1.84M |
| RIVERBRIDGE PARTNERS LLC | 106.3K | $1.35M | −$89.7K | Added$8.82K |
| Abundance Wealth Counselors | 106K | $1.34M | −$89.9K | Added$1.46K |
| INDEPENDENT FINANCIAL GROUP, LLC | 103.1K | $1.31M | −$93.8K | Cut−$254.7K |
| ROYAL BANK OF CANADA | 101K | $1.28M | −$90.4K | Cut−$60K |
| Global Wealth Management Investment Advisory, Inc. | 98.1K | $1.24M | −$76.1K | Added$107.4K |
| EP Wealth Advisors, LLC | 96.9K | $1.23M | −$88.2K | Cut−$185.4K |
| AlTi Global, Inc. | 96.6K | $1.22M | — | New |
| Quantinno Capital Management LP | 92.8K | $1.17M | −$84.4K | Cut−$86K |
| ExodusPoint Capital Management, LP | 84.4K | $1.07M | — | New |
| Squarepoint Ops LLC | 84.3K | $1.07M | −$46.6K | Added$371.3K |
| Amplius Wealth Advisors, LLC | 84.2K | $1.07M | −$38.3K | Added$494.3K |
| Whipplewood Advisors, LLC | 84K | $1.06M | −$71.7K | Cut−$5.3K |
| Mariner, LLC | 81.2K | $1.03M | −$73.9K | Cut−$346K |
| J. Safra Sarasin Holding AG | 80K | $1.01M | −$72.8K | Cut−$72.8K |
| Tidal Investments LLC | 79.7K | $1.01M | −$72.5K | Cut−$96.2K |
| Cresset Asset Management, LLC | 79.4K | $1M | −$37.6K | Added$443.7K |
| Caprock Group, LLC | 75.5K | $955.5K | −$68.7K | Cut−$68.7K |
| Golden State Equity Partners | 75.2K | $952.6K | −$31.7K | Added$480.3K |
| SIGNATUREFD, LLC | 75.2K | $951.9K | −$61.9K | Added$29.5K |
| Onyx Bridge Wealth Group LLC | 74.2K | $939.4K | −$67.5K | Cut−$784.7K |
| FAMILY WEALTH PARTNERS, LLC | 73K | $923.8K | −$49.7K | Added$183.5K |
| MERIDIAN INVESTMENT COUNSEL INC. | 72.4K | $916.6K | −$58.4K | Added$46.3K |
| REGIONS FINANCIAL CORP | 71K | $898.7K | −$64.6K | Cut−$64.8K |
| Global Endowment Management, LP | 70K | $886K | −$64K | Cut−$64K |
| Focus Partners Advisor Solutions, LLC | 69.8K | $883.8K | −$49.7K | Added$143.5K |
| AMG National Trust Bank | 67.1K | $850K | −$61.1K | Cut−$61.1K |
| GOLDMAN SACHS GROUP INC | 64.1K | $811.2K | −$58.3K | Cut−$305.7K |
| Evercore Wealth Management, LLC | 62.8K | $795.2K | −$51.8K | Added$22.1K |
| Commerce Advisors, LLC | 62.6K | $792.8K | — | Held |
| Generali Investments CEE, investicni spolecnost, a.s. | 61.6K | $780.2K | −$56.1K | Cut−$56.1K |
| Accurate Wealth Management, LLC | 61.2K | $778.2K | −$60K | Cut−$131K |
| Edgemoor Investment Advisors, Inc. | 61.3K | $776.2K | −$55.8K | Cut−$89K |
| Bayshore Capital Advisors, LLC | 60K | $759.6K | — | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 59.2K | $750K | −$53.9K | Cut−$108.9K |
| Ehrenkranz Partners L.P. | 57.4K | $726.5K | −$51.5K | Cut−$41.7K |
| Brevan Howard Capital Management LP | 56K | $709.2K | −$11.5K | Added$537.3K |
| BTG Pactual Asset Management US LLC | 729 | $698.3K | — | New |
| CARY STREET PARTNERS FINANCIAL LLC | 55.1K | $697.5K | −$45.9K | Added$12.4K |
| AMERIPRISE FINANCIAL INC | 53.9K | $684.6K | −$47.8K | Cut−$41K |
| NewEdge Wealth, LLC | 51.1K | $647K | −$25.6K | Added$265.3K |
| Chicago Partners Investment Group LLC | 48.6K | $644K | −$17.9K | Added$59.7K |
| Virtus Investment Advisers, LLC | 48.4K | $612.3K | −$41.8K | Cut−$10.8K |
| Apollon Wealth Management, LLC | 47.6K | $602.2K | −$43.3K | Cut−$46K |
| GUGGENHEIM CAPITAL LLC | 47.5K | $601.2K | −$38.4K | Added$28.1K |
| Sanctuary Advisors, LLC | 47.3K | $598.8K | −$43K | Cut−$43K |
| Haven Private, LLC | 46.9K | $593.1K | −$38K | Added$26.7K |
| BLAIR WILLIAM & CO/IL | 45.8K | $580.2K | −$39.9K | Cut−$14.6K |
| Steward Partners Investment Advisory, LLC | 45.2K | $572.3K | −$41.1K | Cut−$242.1K |
| Geneos Wealth Management Inc. | 45.1K | $570.6K | −$41K | Cut−$45.3K |
| MACKENZIE FINANCIAL CORP | 44.2K | $559.4K | −$36.7K | Cut−$21K |
| Kathmere Capital Management, LLC | 44.2K | $559.1K | — | New |
| SCS Capital Management LLC | 43.9K | $556.4K | −$40K | Cut−$3.03M |
| JANE STREET GROUP, LLC | 43.7K | $553.4K | −$39.8K | Cut−$3.07M |
| Balyasny Asset Management L.P. | 43.5K | $550.5K | −$39.6K | Cut−$1.33M |
| ProShare Advisors LLC | 42.7K | $540.2K | −$38.7K | Cut−$37.2K |
| ALBION FINANCIAL GROUP /UT | 40.6K | $513.9K | −$32.6K | Added$27.3K |
| Ethos Financial Group, LLC | 37.5K | $509.4K | $0 | Held |
| Closed-End Fund Advisors, Inc. | 39.8K | $503.2K | −$36.2K | Cut−$5.16M |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 39.7K | $502.1K | −$36.1K | Cut−$63.8K |
| EVOKE WEALTH, LLC | 39K | $493.3K | −$23.6K | Added$141.1K |
| IFC Advisors LLC | 39K | $493.2K | −$35.5K | Cut−$138K |
| Bison Wealth, LLC | 35.8K | $468.6K | $26.5K | Added$26.5K |
| Investment Research Partners LLC | 37K | $468.3K | −$31.5K | Cut−$1.3K |
| Pasadena Private Wealth, LLC | 35.2K | $445.8K | −$32K | Cut−$34.8K |
| Moors & Cabot, Inc. | 34.8K | $440.9K | −$31.7K | Cut−$51.1K |
| Empowered Funds, LLC | 34.8K | $440.9K | −$26.6K | Added$44.6K |
| OSAIC HOLDINGS, INC. | 33.9K | $429.6K | −$30.9K | Cut−$56.3K |
| Shade Tree Advisors LLC | 33.6K | $424.9K | −$30.5K | Cut−$231.4K |
| SIMON QUICK ADVISORS, LLC | 33K | $417.4K | −$30K | Cut−$224.9K |
| Headlands Technologies LLC | 32.8K | $415.5K | — | New |
| CASTLE WEALTH MANAGEMENT LLC | 31.8K | $402.9K | −$15.1K | Added$177.7K |
| OneAscent Investment Solutions LLC | 31.4K | $397.9K | −$28.6K | Cut−$79K |
| Citadel | 30.5K | $386.1K | −$27.7K | Cut−$54.3K |
| Nicholas Hoffman & Company, LLC. | 30K | $379.9K | −$27.3K | Cut−$26.9K |
| CAZ INVESTMENTS LP | 30K | $379.8K | — | New |
| MML INVESTORS SERVICES, LLC | 29.8K | $377.8K | −$27.2K | Cut−$44.7K |
| Belpointe Asset Management LLC | 29.5K | $373.4K | −$21.3K | Added$55.6K |
| KELLEHER FINANCIAL ADVISORS | 29.1K | $368.4K | −$25.9K | Cut−$17.2K |
| J.M. Arbour, LLC | 28.9K | $365.7K | −$26.3K | Cut−$627.8K |
| MIRABELLA FINANCIAL SERVICES LLP | 28.7K | $363.7K | — | New |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 28.1K | $356.2K | −$15.2K | Added$129.7K |
| Fieldview Capital Management, LLC | 28.1K | $356.2K | −$25.6K | Cut−$451.2K |
| Monument Capital Management | 28K | $354.5K | −$25.5K | Cut−$25.5K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 27.9K | $352.7K | −$22.6K | Added$15K |
| Klingman & Associates, LLC | 27.8K | $351.8K | −$25.3K | Cut−$25.3K |
| Segment Wealth Management, LLC | 26.7K | $337.9K | — | New |
| Creative Planning | 26.7K | $337.9K | −$14.4K | Added$123.1K |
| Summit Financial, LLC | 26.5K | $335.4K | −$16.6K | Added$88.5K |
| waypoint wealth counsel | 25.7K | $325.7K | — | New |
| NewGen Asset Management Ltd | 25.6K | $324.1K | — | New |
| Icahn Capital | 25.5K | $322.7K | −$23.2K | Cut−$37K |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 25.1K | $318.3K | — | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 25K | $317K | −$25.7K | Cut−$288.1K |
| M&T Bank Corp | 24.7K | $313K | −$22.2K | Cut−$17.7K |
| Lighthouse Investment Partners, LLC | 24.4K | $309.2K | — | New |
| Signature Wealth Management Partners, LLC | 24.4K | $308.5K | −$22.2K | Cut−$248.5K |
| OneAscent Wealth Management LLC | 23.3K | $295.6K | −$21.2K | Cut−$38.5K |
| First Affirmative Financial Network | 22.5K | $285.5K | — | Held |
| TRUIST FINANCIAL CORP | 22.5K | $285.3K | −$18.3K | Added$12.5K |
| Port Capital LLC | 22K | $278.5K | −$20K | Cut−$20K |
| INVESTED ADVISORS | 21.9K | $277.6K | −$19.4K | Cut−$11.5K |
| Private Advisor Group, LLC | 21.8K | $276.1K | −$19.8K | Cut−$131.7K |
| Spinnaker Investment Group, LLC | 21.5K | $272.3K | −$19.6K | Cut−$19.6K |
| Manhattan West Asset Management, LLC | 21.4K | $270.6K | −$19.4K | Cut−$114.4K |
| FIRST MANHATTAN CO. LLC. | 20.8K | $263.3K | — | New |
| RDA Financial Network | 20.6K | $260.8K | −$18.7K | Cut−$184.7K |
| Magnus Financial Group LLC | 20.5K | $259.1K | −$18.6K | Cut−$180.1K |
| TWO SIGMA SECURITIES, LLC | 20.2K | $255.2K | — | New |
| nVerses Capital, LLC | 20.2K | $255.2K | — | New |
| Plancorp, LLC | 20K | $254.2K | −$17.2K | Cut−$18.2K |
| Almitas Capital LLC | 20K | $253.2K | −$18.2K | Cut−$18.2K |
| Brucke Financial, Inc. | 18.7K | $237.3K | −$9.83K | Added$90.8K |
| American Capital Advisory, LLC | 18.6K | $236K | −$16.5K | Cut−$10.5K |
| MAGNOLIA CAPITAL ADVISORS LLC | 18.6K | $235.7K | −$16.9K | Cut−$131.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18K | $227.3K | −$16.3K | Cut−$23.5K |
| Dynamic Advisor Solutions LLC | 17.4K | $220.9K | −$15.9K | Cut−$29.4K |
| DRW Securities, LLC | 17.4K | $219.7K | — | New |
| Joel Isaacson & Co., LLC | 17.3K | $219.1K | −$15.8K | Cut−$71.4K |
| Serenus Wealth Advisors, LLC | 17.1K | $216.1K | −$15.5K | Cut−$15.5K |
| Beaumont Financial Advisors, LLC | 16.8K | $212.8K | −$15K | Cut−$10.9K |
| New World Advisors LLC | 16.6K | $210.3K | −$15.1K | Cut−$171.3K |
| MATAURO, LLC | 16.6K | $210.3K | −$15.1K | Cut−$15.1K |
| Miller Global Investments, LLC | 16.6K | $209.7K | −$15.1K | Cut−$15.1K |
| PROMETHIUM ADVISORS,LLC | 16.4K | $207K | −$14.9K | Cut−$99.7K |
| Significant Wealth Partners LLC | 16.3K | $206.1K | — | New |
| BENJAMIN EDWARDS INC | 16.1K | $203.7K | — | New |
| Vident Advisory, LLC | 16.1K | $203.2K | −$12.4K | Added$19K |
| COLUMBIA ADVISORY PARTNERS LLC | 15.9K | $201.6K | −$14.5K | Cut−$15.3K |
| GatePass Capital, LLC | 15.9K | $201.5K | −$14.5K | Cut−$14.5K |
| EAGLE GLOBAL ADVISORS LLC | 15.8K | $199.9K | −$14.4K | Cut−$14.4K |
| Quent Capital, LLC | 15.3K | $193.8K | −$13.9K | Cut−$13.9K |
| Comprehensive Money Management Services LLC | 15.1K | $191.5K | −$11.9K | Added$13.4K |
| Core Wealth Partners LLC | 15.1K | $190.7K | −$13.7K | Cut−$13.7K |
| Bank Pictet & Cie (Europe) AG | 15K | $190.4K | −$13.3K | Cut−$7.99K |
| Penbrook Management LLC | 14.7K | $185.8K | −$13.4K | Cut−$135.5K |
| Avior Wealth Management, LLC | 14.5K | $183.7K | — | New |
| National Philanthropic Trust | 14.1K | $178.7K | −$10.7K | Added$19.5K |
| Dynamic Technology Lab Private Ltd | 13.7K | $173K | — | New |
| CIBC Bancorp USA Inc. | 13.5K | $170.4K | — | Held |
| CFO4Life Group, LLC | 13.4K | $170.2K | −$11.9K | Cut−$7.12K |
| True North Advisors, LLC | 13.4K | $169.9K | — | New |
| O'ROURKE & COMPANY, Inc | 13K | $164.7K | −$11.3K | Cut−$3.95K |
| Arkadios Wealth Advisors | 12.9K | $163.9K | −$11.8K | Cut−$15.9K |
| Kestra Advisory Services, LLC | 12.9K | $163.2K | −$11.3K | Cut−$4.92K |
| Permanent Capital Management, LP | 11.7K | $160.7K | $1.34K | Added$20.9K |
| STEEL GROVE CAPITAL ADVISORS, LLC | 12.2K | $154.6K | −$9.48K | Added$13.3K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 12.1K | $153K | −$10.4K | Cut−$1.64K |
| Triumph Capital Management | 12.1K | $152.8K | −$11K | Cut−$27.7K |
| ROMANO BROTHERS AND COMPANY | 11.9K | $150.3K | −$10.8K | Cut−$10.8K |
Who left
- RIVERNORTH CAPITAL MANAGEMENT, LLC$23.3M
- XTX Topco Ltd$4.33M
- Merit Financial Group, LLC$2.18M
- Quantbot Technologies LP$2.07M
- MARSHALL WACE, LLP$1.64M
- NORTHERN TRUST CORP$1.57M
- AlphaQuest LLC$1.55M
- Marex Group plc$1.53M
- NerdWallet Wealth Partners, LLC$1.3M
- Qube Research & Technologies Ltd$1.21M
- Schonfeld Strategic Advisors LLC$1.21M
- Y-Intercept (Hong Kong) Ltd$1.11M
- Magnetar Financial LLC$972K
- TrueMark Investments, LLC$828.8K
- Greenland Capital Management LP$814.2K
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.