Stock
Reported value
$5.49B
Holders
620
+77 new · −62 exited
Holders’ est. mark
−$47.1M
Price effect on 225 books still in the name
Largest holder
$1.47B
Dodge & Cox
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.1% · $1.14B
- Citadel0.0% · $10M
- Icahn Capital0.0% · $1.98M
- State Street0.0% · $195.8K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Dodge & Cox | 146.5M | $1.47B | −$14.7M | Cut−$67.4M |
| Fidelity | 114M | $1.14B | −$10.8M | Added$49.5M |
| Clearbridge Investments, LLC | 31.7M | $317.5M | −$3.14M | Cut−$184.9K |
| MORGAN STANLEY | 19.2M | $191.9M | −$1.92M | Cut−$25.5M |
| Harding Loevner LP | 15.7M | $157.2M | −$1.59M | Cut−$10.7M |
| HARRIS ASSOCIATES L P | 15M | $150.5M | — | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 14.7M | $146.9M | −$802.7K | Added$65.7M |
| BANK OF AMERICA CORP /DE/ | 10.9M | $109.5M | −$934.8K | Added$14.9M |
| JONES FINANCIAL COMPANIES LLLP | 9.09M | $89M | −$110.2K | Added$85.5M |
| Nuveen, LLC | 8.7M | $87.1M | −$616.9K | Added$24.7M |
| JPMORGAN CHASE & CO | 8.28M | $82.8M | −$891K | Added$901.5K |
| Aristotle Capital Management, LLC | 7.66M | $76.7M | −$766.4K | Cut−$2.4M |
| ENVESTNET ASSET MANAGEMENT INC | 7.03M | $70.4M | −$539.2K | Added$15M |
| Douglas Lane & Associates, LLC | 6.69M | $67M | −$669.4K | Cut−$1.35M |
| Point72 Asset Management, L.P. | 6.57M | $65.8M | −$474K | Added$17.9M |
| RAYMOND JAMES FINANCIAL INC | 6.26M | $62.7M | −$605.2K | Added$1.52M |
| GOLDMAN SACHS GROUP INC | 6.13M | $61.3M | −$612.8K | Cut−$44.2M |
| Sculptor Capital LP | 5.3M | $53.1M | −$530.1K | Cut−$52.6M |
| BlackRock, Inc. | 5.25M | $52.6M | −$498.3K | Added$2.18M |
| Rockefeller Capital Management L.P. | 5.1M | $51.1M | −$510.3K | Cut−$3.48M |
| NORTHERN TRUST CORP | 4.88M | $48.9M | −$481.7K | Added$161.7K |
| WELLINGTON MANAGEMENT GROUP LLP | 4.83M | $48.3M | −$482.9K | Cut−$2.14M |
| Bank Julius Baer & Co. Ltd, Zurich | 4.36M | $43.6M | −$435.6K | Cut−$1.45M |
| First Eagle Investment Management, LLC | 4.03M | $40.4M | −$333.6K | Added$6.64M |
| WELLS FARGO & COMPANY/MN | 4.02M | $40.3M | −$372.7K | Added$2.59M |
| CIBC Bancorp USA Inc. | 3.95M | $39.6M | — | Held |
| ROYAL BANK OF CANADA | 3.06M | $30.7M | −$280.9K | Added$2.11M |
| PRINCIPAL FINANCIAL GROUP INC | 2.8M | $28.1M | −$1.02K | Added$28M |
| Bank of New York Mellon Corp | 2.6M | $26M | −$259.6K | Cut−$834.6K |
| JANE STREET GROUP, LLC | 2.29M | $22.9M | −$153.9K | Added$7.38M |
| STIFEL FINANCIAL CORP | 2.18M | $21.8M | −$210.9K | Added$518.4K |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1.9M | $19M | −$159.8K | Added$2.84M |
| LPL Financial LLC | 1.75M | $17.5M | −$164K | Added$937.7K |
| WCM INVESTMENT MANAGEMENT, LLC | 1.73M | $17.3M | −$81.1K | Added$7.04M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1.67M | $16.7M | −$166.7K | Cut−$18.7M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.58M | $15.9M | −$158.4K | Cut−$589K |
| FRANKLIN RESOURCES INC | 1.53M | $15.3M | −$152K | Cut−$102.2K |
| CLARK ESTATES INC/NY | 1.4M | $14M | −$140K | Cut−$4.18M |
| CITIGROUP INC | 1.33M | $13.3M | −$97.5K | Added$3.45M |
| SEI INVESTMENTS CO | 1.29M | $12.9M | −$68.4K | Added$6.01M |
| Quantinno Capital Management LP | 1.22M | $12.2M | −$109.3K | Added$1.18M |
| Tidal Investments LLC | 1.17M | $11.7M | −$116.9K | Cut−$2.79M |
| SCHARF INVESTMENTS, LLC | 1.15M | $11.5M | −$109.6K | Added$441.1K |
| Goodman Financial Corp | 1.15M | $11.5M | — | New |
| AMERICAN CENTURY COMPANIES INC | 1.13M | $11.4M | −$99.5K | Added$1.29M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.13M | $11.3M | −$113.1K | Cut−$236.2K |
| UBS Group AG | 1.1M | $11M | −$99.6K | Added$902.8K |
| Russell Investments Group, Ltd. | 1.04M | $10.4M | −$102.3K | Added$62.7K |
| Citadel | 1M | $10M | −$100.2K | Cut−$65.6M |
| BANK OF MONTREAL /CAN/ | 946.6K | $9.48M | −$94.7K | Cut−$76.5M |
| NEUBERGER BERMAN GROUP LLC | 935.2K | $9.36M | −$76.8K | Added$1.6M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 795.4K | $7.96M | −$76.7K | Added$207.6K |
| Crossmark Global Holdings, Inc. | 749.4K | $7.5M | −$57.1K | Added$1.73M |
| Callan Family Office, LLC | 734.6K | $7.35M | −$73.5K | Cut−$114.7K |
| US BANCORP \DE\ | 704.5K | $7.05M | −$52.3K | Added$1.76M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 684.6K | $6.85M | −$56.8K | Added$1.11M |
| Qube Research & Technologies Ltd | 673.3K | $6.74M | — | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 663.3K | $6.64M | −$11.2K | Added$5.51M |
| Welch & Forbes LLC | 643.5K | $6.44M | −$64.4K | Cut−$64.3K |
| Mariner, LLC | 636.8K | $6.37M | −$61.5K | Added$103.6K |
| Creative Planning | 631K | $6.32M | −$52.9K | Added$972.1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 553.3K | $5.54M | −$47.3K | Added$756.9K |
| TRUIST FINANCIAL CORP | 498.9K | $4.99M | −$47.2K | Added$223.9K |
| ABC ARBITRAGE SA | 477.4K | $4.78M | −$47.7K | Cut−$23.4M |
| OPPENHEIMER ASSET MANAGEMENT INC. | 476.3K | $4.77M | −$47.6K | Cut−$211.8K |
| CIDEL ASSET MANAGEMENT INC | 473.7K | $4.74M | −$36.4K | Added$1.06M |
| DIMENSIONAL FUND ADVISORS LP | 464.7K | $4.65M | −$46.5K | Cut−$126.3K |
| Cerity Partners LLC | 459.2K | $4.6M | −$44.7K | Added$91.4K |
| Pinnacle Financial Partners, Inc. | 433.9K | $4.34M | −$43.1K | Cut−$15K |
| CAPITAL FUND MANAGEMENT S.A. | 421.1K | $4.21M | −$42.1K | Cut−$1.58M |
| Horizon Investments, LLC | 404.1K | $3.99M | −$48.8K | Added$1.85M |
| Orion Porfolio Solutions, LLC | 388.2K | $3.89M | −$38.7K | Cut−$27.9K |
| QRG CAPITAL MANAGEMENT, INC. | 379.5K | $3.8M | −$32.3K | Added$531.9K |
| XTX Topco Ltd | 379.4K | $3.8M | — | New |
| CAPTRUST FINANCIAL ADVISORS | 371.7K | $3.72M | −$33K | Added$382.7K |
| Third View Private Wealth, LLC | 362.4K | $3.63M | −$34.2K | Added$166.4K |
| Focus Partners Wealth | 195.5K | $3.42M | $1.26M | Added$1.69M |
| Fisher Asset Management, LLC | 327.1K | $3.27M | −$31.5K | Added$90K |
| Vestmark Advisory Solutions, Inc. | 325.2K | $3.25M | −$32.5K | Cut−$140.5K |
| EAGLE GLOBAL ADVISORS LLC | 318K | $3.18M | −$31.8K | Cut−$31.8K |
| MANNING & NAPIER ADVISORS LLC | 306.5K | $3.07M | −$30.7K | Cut−$74.6K |
| LGT Group Foundation | 297.4K | $2.98M | −$19.2K | Added$208.6K |
| Sanctuary Advisors, LLC | 295.1K | $2.95M | −$29.2K | Added$5.83K |
| MERCER GLOBAL ADVISORS INC /ADV | 294K | $2.94M | −$29.1K | Cut−$278.2K |
| Acumen Wealth Advisors, LLC | 291.4K | $2.92M | −$29.1K | Cut−$1.03M |
| MARSHALL WACE, LLP | 271.6K | $2.72M | — | New |
| Brooklyn Investment Group | 260.5K | $2.61M | −$15.9K | Added$599.6K |
| TRILLIUM ASSET MANAGEMENT, LLC | 249.8K | $2.5M | −$39.7K | Added$57K |
| DAVENPORT & Co LLC | 249.6K | $2.5M | −$24.9K | Cut−$20.9K |
| PNC Financial Services Group, Inc. | 249.1K | $2.49M | −$24.9K | Cut−$25K |
| Cetera Investment Advisers | 247.7K | $2.48M | −$21.2K | Added$339.2K |
| Trexquant Investment LP | 240.3K | $2.4M | — | New |
| Vident Advisory, LLC | 235.5K | $2.36M | −$21.4K | Added$191.1K |
| BENJAMIN EDWARDS INC | 231.1K | $2.31M | −$18.4K | Added$451.6K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 222.7K | $2.23M | −$9.42K | Added$1.28M |
| Private Advisor Group, LLC | 219.2K | $2.19M | −$19K | Added$271.9K |
| FIFTH THIRD BANCORP | 217.2K | $2.17M | −$21.7K | Cut−$56.4K |
| 2Xideas AG | 437.5K | $2.16M | — | New |
| EXENCIAL WEALTH ADVISORS, LLC | 213.9K | $2.14M | −$19.9K | Added$127.4K |
| D. E. Shaw & Co., Inc. | 209.1K | $2.09M | — | New |
| Vanguard Personalized Indexing Management, LLC | 208.4K | $2.09M | −$19.3K | Added$140K |
| KEYBANK NATIONAL ASSOCIATION/OH | 207.5K | $2.08M | −$20.7K | Cut−$47.3K |
| FOUNDERS FINANCIAL SECURITIES LLC | 203K | $2.03M | −$20.3K | Cut−$125K |
| 1832 Asset Management L.P. | 198.9K | $1.99M | −$19.9K | Cut−$10.2M |
| CHOREO, LLC | 198K | $1.98M | −$13.9K | Cut−$76.6K |
| Icahn Capital | 197.6K | $1.98M | −$15K | Added$463.1K |
| FACTORY MUTUAL INSURANCE CO | 196.5K | $1.97M | — | New |
| Altshuler Shaham Ltd | 196.4K | $1.97M | −$10K | Added$954.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | 193.8K | $1.94M | −$19.4K | Cut−$63.7K |
| HighTower Advisors, LLC | 192.2K | $1.92M | −$14.1K | Added$501.9K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 192.1K | $1.92M | −$19.2K | Cut−$213.4K |
| FIRST TRUST ADVISORS LP | 188.9K | $1.89M | −$18.9K | Cut−$15.2K |
| MILFORD FUNDS LTD | 180K | $1.8M | −$18K | Cut−$18K |
| Atria Investments, Inc | 166.6K | $1.67M | −$13.8K | Added$275.8K |
| Pathstone Holdings, LLC | 155.7K | $1.56M | −$12.5K | Added$293.2K |
| AMERIPRISE FINANCIAL INC | 155.1K | $1.55M | −$14K | Added$137.7K |
| Archford Capital Strategies, LLC | 151K | $1.51M | — | New |
| PRINCIPAL SECURITIES, INC. | 148.7K | $1.49M | −$13.5K | Added$126.7K |
| Laird Norton Wetherby Trust Company, LLC | 146.7K | $1.47M | −$14.7K | Cut−$47.3K |
| HB Wealth Management, LLC | 138.3K | $1.38M | −$13.4K | Added$33.6K |
| Corient Private Wealth LLC | 138.8K | $1.37M | −$3.95K | Added$110.4K |
| REGIONS FINANCIAL CORP | 132.7K | $1.33M | −$13.3K | Cut−$85.7K |
| OSAIC HOLDINGS, INC. | 129.2K | $1.29M | −$12.9K | Cut−$3.71K |
| Savant Capital, LLC | 120.2K | $1.2M | −$11.3K | Added$58.8K |
| MML INVESTORS SERVICES, LLC | 119.8K | $1.2M | −$12K | Cut−$181.6K |
| QUADRANT CAPITAL GROUP LLC | 118.3K | $1.18M | −$7.44K | Added$432.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 114.7K | $1.15M | −$2.51K | Added$894.5K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 112.7K | $1.13M | −$10.9K | Added$21.8K |
| Clearstead Advisors, LLC | 106.9K | $1.07M | −$2.59K | Added$808.8K |
| Ethic Inc. | 105.1K | $1.05M | −$8.65K | Added$177.5K |
| WCG Wealth Advisors LLC | 104.7K | $1.05M | −$10.5K | Cut−$138.1K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 104.4K | $1.04M | −$9.94K | Added$40.2K |
| OLD MISSION CAPITAL LLC | 102.3K | $1.02M | — | New |
| Sequoia Financial Advisors, LLC | 102.1K | $1.02M | −$9.24K | Added$61.6K |
| American Assets Investment Management, LLC | 100K | $1M | −$10K | Cut−$10K |
| SIGNATUREFD, LLC | 98.6K | $987.1K | −$9.86K | Cut−$76.3K |
| DRIVE WEALTH MANAGEMENT, LLC | 98.5K | $986.1K | −$9.85K | Cut−$13.7K |
| RITHOLTZ WEALTH MANAGEMENT | 97.1K | $971.7K | −$4.44K | Added$522.9K |
| Calamos Advisors LLC | 96.8K | $968.7K | −$9.68K | Cut−$10.5K |
| Sterling Capital Management LLC | 94.2K | $942.8K | −$9.42K | Cut−$78K |
| Y-Intercept (Hong Kong) Ltd | 93.8K | $939.2K | — | New |
| STEPHENS INC /AR/ | 93.1K | $931.8K | −$9.31K | Cut−$35.2K |
| RHUMBLINE ADVISERS | 91.1K | $911.7K | −$8.62K | Added$40K |
| Blue Trust, Inc. | 87.6K | $876.4K | −$8.17K | Added$50.1K |
| IEQ CAPITAL, LLC | 83.7K | $837.6K | −$8.32K | Cut−$3.19K |
| Cohen Klingenstein LLC | 81.6K | $816.9K | −$8.16K | Cut−$8.16K |
| NewEdge Wealth, LLC | 80.8K | $808.4K | −$8.07K | Cut−$119.4K |
| Robertson Stephens Wealth Management, LLC | 79.9K | $800.2K | −$7.99K | Cut−$75K |
| BROWN ADVISORY INC | 79.4K | $794.6K | −$7.94K | Cut−$73.3K |
| GUGGENHEIM CAPITAL LLC | 79.1K | $792K | −$6.88K | Added$96.3K |
| Arkadios Wealth Advisors | 78.5K | $785.4K | −$7.81K | Cut−$4.61K |
| Merit Financial Group, LLC | 76.7K | $767.8K | −$6.58K | Added$102.2K |
| SYON CAPITAL LLC | 74.9K | $749.7K | −$7.49K | Cut−$57.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 75.5K | $749.7K | −$25.7K | Cut−$346K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 74.6K | $746.8K | −$7.46K | Cut−$20.7K |
| Tweedy, Browne Co LLC | 72.8K | $728.2K | −$7.27K | Cut−$45.5K |
| GLENMEDE TRUST CO NA | 70.1K | $702.2K | −$6.91K | Added$3.79K |
| MGO ONE SEVEN LLC | 69.9K | $699.4K | −$6.99K | Cut−$20.5K |
| Future Fund LLC | 69.3K | $693.2K | −$6.38K | Added$48.1K |
| Fiduciary Trust Co | 68K | $680.3K | −$6.22K | Added$51.8K |
| Legacy Wealth Asset Management, LLC | 67.9K | $679.7K | −$6.72K | Added$135 |
| One Wealth Advisors, LLC | 67.4K | $674.5K | −$6.48K | Added$19K |
| Dynasty Wealth Management, LLC | 67.4K | $674.4K | −$6.74K | Cut−$165.6K |
| M&T Bank Corp | 66.5K | $665.2K | −$6.81K | Cut−$151.1K |
| Ascent Group, LLC | 64.4K | $645K | −$6.44K | Cut−$17K |
| Argent Trust Co | 64.3K | $643.4K | −$5.54K | Added$83.7K |
| Campbell & CO Investment Adviser LLC | 64.3K | $643.4K | — | New |
| ALLIANCEBERNSTEIN L.P. | 63.6K | $642.6K | −$1 | Added$64.8K |
| TRANSCEND CAPITAL ADVISORS, LLC | 62.9K | $629.7K | −$4.17K | Added$208.6K |
| Vise Technologies, Inc. | 62K | $626.8K | $0 | Held |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 62.1K | $621.8K | −$5.44K | Added$71.5K |
| SmartHarvest Portfolios, LLC | 61.8K | $618.4K | −$5.58K | Added$54K |
| Lido Advisors, LLC | 59.9K | $599.7K | $48.5K | Added$158.7K |
| &PARTNERS | 59.7K | $597.1K | −$6.27K | Cut−$31K |
| AXXCESS WEALTH MANAGEMENT, LLC | 59.1K | $591.7K | −$5.91K | Cut−$44.4K |
| EverSource Wealth Advisors, LLC | 57.5K | $575.8K | −$3.5K | Added$221.8K |
| KAHN BROTHERS GROUP INC | 56.4K | $564.9K | −$5.64K | Cut−$95.5K |
| TRUST POINT INC. | 56.1K | $561.4K | −$3.96K | Added$161K |
| Waverly Advisors, LLC | 55.5K | $555.4K | −$5.55K | Cut−$64.9K |
| Naviter Wealth, LLC | 54.9K | $549.1K | −$4.75K | Added$69.3K |
| Tempus Wealth Planning, LLC | 54.8K | $548.3K | −$5.36K | Added$6.83K |
| CIBC Asset Management Inc | 53.5K | $535.2K | — | New |
| SUMMITRY LLC | 53K | $530K | −$5.08K | Added$16.3K |
| Keystone Financial Planning, Inc. | 52.5K | $525.6K | −$5.25K | Cut−$24.1K |
| AIMZ Investment Advisors, LLC | 52.1K | $521.8K | −$5.21K | Cut−$60.8K |
| BLAIR WILLIAM & CO/IL | 51.5K | $515.2K | −$5.15K | Cut−$6.9K |
| CAMBIAR INVESTORS LLC | 51K | $510.7K | −$5.1K | Cut−$159.9K |
| PROFUND ADVISORS LLC | 50.6K | $506.4K | −$5.06K | Cut−$84.7K |
| Compound Planning, Inc. | 50.3K | $503.4K | −$3.45K | Added$154.1K |
| Quadrature Capital Ltd | 49.6K | $496.1K | — | New |
| Cardinal Capital Management | 49.2K | $492.1K | −$4.83K | Added$3.56K |
| Beacon Pointe Advisors, LLC | 48.5K | $485.5K | −$2.57K | Added$225.3K |
| Graham Capital Management, L.P. | 48.3K | $483K | — | New |
| WealthTrust Axiom LLC | 47.1K | $471.3K | −$4.71K | Cut−$6.73K |
| Aaron Wealth Advisors LLC | 46.9K | $469.2K | −$4.12K | Added$52.5K |
| Torrey Growth & Income Advisors | 45.4K | $456.4K | −$2.95K | Cut−$52.5K |
| YOUSIF CAPITAL MANAGEMENT, LLC | 45.5K | $455.4K | −$5.46K | Cut−$5.46K |
| Summit Trail Advisors, LLC | 45.1K | $451K | — | New |
| Heritage Family Offices, LLP | 43.7K | $437.3K | −$4.37K | Cut−$285.4K |
| Allspring Global Investments Holdings, LLC | 43.7K | $434.7K | −$4.23K | Added$47.8K |
| Ballentine Partners, LLC | 43.3K | $433.2K | −$3.66K | Added$63.7K |
| Central Pacific Bank - Trust Division | 42.9K | $429.8K | −$4.29K | Cut−$13.4K |
| Kestra Advisory Services, LLC | 42.6K | $426.3K | −$4.25K | Cut−$146.9K |
| FORTRESS PRIVATE LEDGER, LLC | 41.6K | $416.3K | −$3.46K | Added$66.9K |
| Steward Partners Investment Advisory, LLC | 41.3K | $412.9K | −$4.13K | Cut−$141.5K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 40.4K | $404.4K | −$3.94K | Added$5.78K |
| First Affirmative Financial Network | 40K | $400.7K | — | Held |
| Rehmann Capital Advisory Group | 40K | $400.3K | −$3.12K | Added$85K |
| NorthRock Partners, LLC | 39.7K | $397.8K | — | New |
| U.S. Capital Wealth Advisors, LLC | 39.4K | $394K | −$3.68K | Added$22.1K |
| KING LUTHER CAPITAL MANAGEMENT CORP | 39.3K | $393.1K | −$3.93K | Cut−$145.8K |
| Aspen Grove Capital, LLC | 38.4K | $384.6K | −$3.61K | Added$19.6K |
| EntryPoint Capital, LLC | 37.9K | $379.4K | — | New |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37.7K | $377.6K | −$3.77K | Cut−$12.5K |
| AUXIER ASSET MANAGEMENT LLC | 36.9K | $369.1K | −$3.69K | Cut−$5.71K |
| SBI Securities Co., Ltd. | 36.5K | $365.1K | −$3.62K | Cut−$797 |
| SANDERS MORRIS HARRIS LLC | 36K | $360.4K | — | New |
| Kathmere Capital Management, LLC | 34.9K | $349.3K | −$3.49K | Cut−$92.5K |
| Legacy Capital Wealth Partners, LLC | 34.9K | $349.2K | −$3.49K | Cut−$8.1K |
| Smartleaf Asset Management LLC | 33.7K | $337.5K | −$2.63K | Added$5.96K |
| INSIGNEO ADVISORY SERVICES, LLC | 33.7K | $337.1K | −$3.24K | Added$9.87K |
| Martin Investment Management, LLC | 33.2K | $332K | −$3.32K | Cut−$96.1K |
| Versant Capital Management, Inc | 33.1K | $331K | −$2.55K | Added$73.3K |
| Blueshift Asset Management, LLC | 33K | $329.8K | — | New |
| Envestnet Portfolio Solutions, Inc. | 32.8K | $328.4K | −$3.29K | Cut−$315.9K |
| DIVERSIFIED TRUST CO | 32.1K | $321.6K | −$3.21K | Cut−$10.6K |
| Resonant Capital Advisors, LLC | 31.9K | $319.1K | −$2.64K | Added$51.7K |
| Advisory Services Network, LLC | 31.4K | $314.4K | −$3.09K | Added$2.02K |
| OpenArc Corporate Advisory, LLC | 31.2K | $312.2K | −$2.23K | Added$86.8K |
| Marks Group Wealth Management, Inc | 30.8K | $308.2K | −$3.08K | Cut−$6.62K |
| Simplicity Wealth,LLC | 30.5K | $305.5K | −$3.05K | Cut−$140.6K |
| Independent Advisor Alliance | 30.4K | $304K | −$3.04K | Cut−$58.4K |
| Parallel Advisors, LLC | 30.3K | $303K | −$2.51K | Added$48.9K |
| Bleakley Financial Group, LLC | 29.9K | $299.5K | −$2.7K | Added$27K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 29.7K | $297.6K | −$2.97K | Cut−$68.7K |
| GAMMA Investing LLC | 29.5K | $295K | −$2.13K | Added$79.4K |
| DEFINED WEALTH MANAGEMENT, LLC | 29.3K | $293K | −$2.92K | Cut−$2.58K |
| Farther Finance Advisors, LLC | 29.3K | $292.2K | −$3.21K | Added$60.4K |
| Lafayette Investments, Inc. | 28.8K | $288.3K | −$2.88K | Cut−$5.91K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28.6K | $286.7K | −$2.07K | Added$77.9K |
| Alvarez & Marsal Private Wealth Partners, LLC | 28.5K | $284.9K | — | New |
| Dorsey & Whitney Trust CO LLC | 28.1K | $281.4K | −$2.81K | Cut−$9K |
| Concurrent Investment Advisors, LLC | 27.9K | $279.2K | −$2.2K | Added$56.3K |
| Baird Financial Group, Inc. | 27.7K | $277.4K | −$2.74K | Added$632 |
| Bridgefront Capital, LLC | 27.5K | $275.1K | — | New |
| PATRICK M SWEENEY & ASSOCIATES, INC | 26.9K | $268.9K | −$2.69K | Cut−$2.69K |
| Seed Wealth Management, Inc. | 26.6K | $266.1K | −$2.66K | Cut−$2.66K |
| MN Wealth Advisors, LLC | 25.9K | $259.6K | −$2.59K | Cut−$2.59K |
| Equitable Holdings, Inc. | 25.1K | $254.1K | −$0 | Added$1.86K |
| Haverford Trust Co | 24.5K | $244.8K | −$2.44K | Cut−$2.44K |
Who left
- NORGES BANK$163.5M
- Optiver Holding B.V.$12.1M
- Heathbridge Capital Management Ltd.$10.6M
- LMR Partners LLP$9.1M
- Schonfeld Strategic Advisors LLC$7.75M
- Balyasny Asset Management L.P.$6.73M
- Transmarket Holdings LP$6.64M
- Farringdon Capital, Ltd.$5.46M
- DRW Securities, LLC$4.5M
- NewEdge Advisors, LLC$1.27M
- Aquatic Capital Management LLC$884.5K
- HighPoint Advisor Group LLC$548K
- Caprock Group, LLC$532.8K
- ExodusPoint Capital Management, LP$478.8K
- TWO SIGMA SECURITIES, LLC$412.8K
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.