Stock
Reported value
$2.88B
Holders
261
+33 new · −23 exited
Holders’ est. mark
−$71.4M
Price effect on 214 books still in the name
Largest holder
$388.2M
ROYAL BANK OF CANADA
Notable conviction
Share of each notable manager’s 13F book.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| ROYAL BANK OF CANADA | 2.16M | $388.2M | −$11.7M | Added$11.5M |
| Federation des caisses Desjardins du Quebec | 1.6M | $287.8M | −$6.19M | Added$87.8M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.17M | $210M | — | New |
| TORONTO DOMINION BANK | 998.3K | $179.7M | — | New |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 638.5K | $114.9M | — | New |
| GOLDMAN SACHS GROUP INC | 590.8K | $106.4M | −$3.12M | Added$5.57M |
| BANK OF AMERICA CORP /DE/ | 562.4K | $101.2M | −$3.23M | Cut−$4.08M |
| Banco Santander, S.A. | 440.3K | $79.3M | −$1.76M | Added$22.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 408K | $73.4M | −$2.35M | Cut−$17.8M |
| National Philanthropic Trust | 366.3K | $65.9M | −$1.98M | Added$1.95M |
| MORGAN STANLEY | 365.8K | $65.9M | −$2.1M | Cut−$63.9M |
| PRUDENTIAL PLC | 350.4K | $63.1M | −$2.01M | Cut−$23.4M |
| Obermeyer Wealth Partners | 350K | $63M | −$2.01M | Cut−$2.57M |
| BANK OF MONTREAL /CAN/ | 323.7K | $58.3M | −$1.59M | Added$6.96M |
| BARINGS LLC | 265.4K | $47.8M | −$1.53M | Cut−$5.9M |
| JPMORGAN CHASE & CO | 253.8K | $44.4M | −$2.75M | Cut−$4.13M |
| Mirae Asset Global Investments Co., Ltd. | 246.5K | $44.4M | −$1.26M | Added$3.58M |
| LPL Financial LLC | 243.9K | $43.9M | −$1.34M | Added$454.4K |
| BlackRock, Inc. | 222.1K | $40M | −$1.26M | Cut−$865.4K |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | 202.5K | $36.5M | −$1.16M | Cut−$1.16M |
| BROWN ADVISORY INC | 186K | $33.5M | −$493.1K | Added$17.6M |
| CI INVESTMENTS INC. | 183.6K | $33.1M | −$1.06M | Cut−$39.7M |
| UBS Group AG | 181.8K | $32.7M | −$1.04M | Cut−$841.4K |
| ENVESTNET ASSET MANAGEMENT INC | 181.8K | $32.7M | −$1.05M | Cut−$26.4M |
| JANE STREET GROUP, LLC | 181K | $32.6M | — | New |
| PRINCIPAL FINANCIAL GROUP INC | 170.4K | $30.7M | −$921.1K | Added$913.1K |
| Pictet North America Advisors SA | 160.1K | $28.8M | −$125.4K | Added$24.8M |
| RAYMOND JAMES FINANCIAL INC | 154.5K | $27.8M | −$826.3K | Added$1.13M |
| LTS Liquid Investments LLC | 125.8K | $22.7M | −$723.6K | Cut−$858.1K |
| PINEBRIDGE INVESTMENTS LLC | 124.7K | $22.4M | −$685.4K | Added$300.8K |
| ANGELES WEALTH MANAGEMENT, LLC | 117.7K | $21.2M | −$676.8K | Cut−$1.55M |
| Evelyn Partners Investment Management (Europe) Ltd | 104.9K | $18.9M | −$598.9K | Cut−$455.4K |
| Gerber Kawasaki Wealth & Investment Management | 103.3K | $18.6M | −$592.8K | Cut−$583.8K |
| Marex Group plc | 89.2K | $16.1M | −$31.3K | Added$15.1M |
| Cetera Investment Advisers | 80.4K | $14.5M | −$462.5K | Cut−$1.83M |
| Empire Life Investments Inc. | 77.1K | $14M | −$305.5K | Cut−$1.35M |
| WELLS FARGO & COMPANY/MN | 68.7K | $12.4M | −$369.6K | Added$427.7K |
| Silphium Asset Management Ltd | 68.2K | $12.3M | — | New |
| PRUDENTIAL FINANCIAL INC | 67.3K | $12.1M | −$328.6K | Added$1.49M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 67.2K | $12.1M | −$316K | Added$1.89M |
| Bank Julius Baer & Co. Ltd, Zurich | 65.2K | $11.7M | −$374.9K | Cut−$1.22M |
| Inherent Management Corp. | 60.6K | $10.9M | −$348.7K | Cut−$348.7K |
| MACKENZIE FINANCIAL CORP | 60.3K | $10.9M | −$261.8K | Added$3.48M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 57.7K | $10.1M | −$591.5K | Added$929.6K |
| Investments & Financial Planning, LLC | 55.8K | $10.1M | −$312.4K | Cut−$39.9K |
| Bleakley Financial Group, LLC | 55.3K | $9.95M | −$317.8K | Cut−$317.5K |
| Compagnie Lombard Odier SCmA | 53.9K | $9.7M | −$309.7K | Cut−$967.3K |
| Keystone Global Partners, LLC | 50.4K | $9.08M | −$189.1K | Added$2.97M |
| Fulcrum Equity Management | 46.2K | $8.32M | −$265.6K | Cut−$265.6K |
| Lido Advisors, LLC | 46.1K | $8.29M | −$178.5K | Cut−$5.21M |
| HSBC HOLDINGS PLC | 43K | $7.74M | −$174.2K | Added$2.11M |
| BANQUE PICTET & CIE SA | 34.9K | $6.28M | −$151.6K | Added$1.38M |
| B. Riley Wealth Advisors, Inc. | 35.7K | $6.25M | — | New |
| BARCLAYS PLC | 32.7K | $5.89M | — | New |
| DRW Securities, LLC | 31.5K | $5.67M | — | New |
| ICONIQ Capital, LLC | 29.1K | $5.24M | −$167.4K | Cut−$167.4K |
| Evelyn Partners Asset Management Ltd | 28.8K | $5.19M | −$165.3K | Cut−$153.6K |
| TD Waterhouse Canada Inc. | 27.9K | $5.08M | −$110.1K | Cut−$278.8K |
| AMERIPRISE FINANCIAL INC | 27.3K | $4.91M | −$156.9K | Cut−$178.5K |
| LAVELLE CAPITAL LP | 25.7K | $4.62M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 25.5K | $4.59M | −$146.6K | Cut−$179.9K |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 25.4K | $4.58M | −$146.2K | Cut−$330.1K |
| PKO Investment Management Joint-Stock Co | 24.8K | $4.46M | −$142.6K | Cut−$142.6K |
| MML INVESTORS SERVICES, LLC | 24.3K | $4.37M | −$139.4K | Cut−$4.8M |
| Mount Capital Ltd | 23.7K | $4.27M | −$136.4K | Cut−$136.4K |
| BBR PARTNERS, LLC | 21.4K | $3.86M | −$123.2K | Cut−$312.3K |
| BEAM WEALTH ADVISORS, INC. | 21K | $3.79M | −$120.8K | Cut−$398.9K |
| Sequoia Financial Advisors, LLC | 20.7K | $3.72M | −$118.8K | Cut−$352.1K |
| PNC Financial Services Group, Inc. | 18.9K | $3.41M | −$108.9K | Cut−$108.9K |
| WBH ADVISORY INC | 18.1K | $3.28M | −$71.5K | Cut−$93.2K |
| FIRST TRUST ADVISORS LP | 17.8K | $3.2M | −$102.1K | Cut−$102.1K |
| Cresset Asset Management, LLC | 17.3K | $3.11M | −$99.4K | Cut−$266.8K |
| Avestar Capital, LLC | 17.1K | $3.09M | −$98.5K | Cut−$98.5K |
| Fifth Third Securities, Inc. | 16.6K | $2.99M | −$89.3K | Added$107.1K |
| Auxano Advisors, LLC | 16.3K | $2.94M | −$13.1K | Added$2.51M |
| Main Street Research LLC | 14.7K | $2.65M | −$84.8K | Cut−$158.3K |
| OSAIC HOLDINGS, INC. | 14.7K | $2.64M | −$84.5K | Cut−$431.6K |
| Hyposwiss Advisors SA | 14.7K | $2.64M | −$84.3K | Cut−$111.2K |
| Sheridan Capital Management, LLC | 13.4K | $2.42M | −$77.1K | Cut−$114.1K |
| Asset Advisory Group, Inc. | 13.4K | $2.41M | −$73.6K | Added$29.7K |
| 1832 Asset Management L.P. | 13K | $2.35M | −$75K | Cut−$139.3K |
| TD PRIVATE CLIENT WEALTH LLC | 12.6K | $2.28M | −$72.7K | Cut−$1.98M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 12.6K | $2.27M | −$18.4K | Added$1.67M |
| Evelyn Partners Investment Management LLP | 11.5K | $2.08M | −$57.9K | Added$204.9K |
| NATIONAL BANK OF CANADA /FI/ | 11.2K | $2.02M | −$31.5K | Added$979.6K |
| JONES FINANCIAL COMPANIES LLLP | 11.1K | $1.94M | −$79.1K | Added$522.8K |
| DARA CAPITAL US, INC. | 10.4K | $1.87M | −$59.8K | Cut−$59.8K |
| Citadel | 10.3K | $1.85M | −$59.2K | Cut−$144.4K |
| Vontobel Holding Ltd. | 10.2K | $1.84M | −$58.7K | Cut−$246.4K |
| VICTORY CAPITAL MANAGEMENT INC | 9.66K | $1.74M | −$55.6K | Cut−$55.6K |
| Capital Investment Advisors, LLC | 8.93K | $1.61M | −$51.3K | Cut−$51.3K |
| Sanctuary Advisors, LLC | 8.84K | $1.59M | −$50.7K | Cut−$134.9K |
| Jefferies Financial Group Inc. | 8.33K | $1.5M | — | New |
| OneDigital Investment Advisors LLC | 7.59K | $1.37M | −$36.7K | Added$184.8K |
| Fidelity | 7.52K | $1.35M | −$40.5K | Added$47.3K |
| Beacon Pointe Advisors, LLC | 7.48K | $1.35M | — | New |
| BLAIR WILLIAM & CO/IL | 7.43K | $1.34M | −$40.3K | Added$34.4K |
| Retirement Planning Group, LLC | 7.23K | $1.3M | −$41.6K | Cut−$43.2K |
| SYM FINANCIAL Corp | 7.07K | $1.27M | −$10.4K | Added$936.3K |
| BNP PARIBAS FINANCIAL MARKETS | 6.93K | $1.25M | −$39.9K | Cut−$1.42M |
| Squarepoint Ops LLC | 6.84K | $1.23M | — | New |
| Lorne Steinberg Wealth Management Inc. | 6.64K | $1.2M | −$38.2K | Cut−$88.7K |
| CIDEL ASSET MANAGEMENT INC | 6.56K | $1.18M | −$37.7K | Cut−$194.7K |
| Mariner, LLC | 6.54K | $1.18M | −$37.7K | Cut−$67K |
| LOM Asset Management Ltd | 6.24K | $1.12M | −$30.1K | Added$149.9K |
| AlTi Global, Inc. | 6.13K | $1.1M | −$35.3K | Cut−$35.3K |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 6.03K | $1.08M | −$34.7K | Cut−$60.1K |
| Compound Planning, Inc. | 5.96K | $1.07M | −$31.4K | Added$58.1K |
| Union Bancaire Privee, UBP SA | 6.5K | $1.01M | −$49.7K | Added$2.26K |
| Focus Partners Wealth | 5.52K | $993.5K | −$31.6K | Cut−$27.8K |
| Schusterman Interests, LLC | 5.38K | $967.6K | −$30.9K | Cut−$30.9K |
| Cerity Partners LLC | 5.38K | $967.6K | −$30.9K | Cut−$30.9K |
| Avior Wealth Management, LLC | 5.31K | $956.1K | −$30.5K | Cut−$47.3K |
| Stratos Investment Management, LLC | 5.27K | $949.4K | −$28.2K | Added$39.2K |
| Pekin Hardy Strauss, Inc. | 5.1K | $918.1K | −$29.3K | Cut−$716.7K |
| CITIGROUP INC | 4.86K | $874.2K | −$6.22K | Added$673.2K |
| Integrity Wealth Partners, LLC | 4.4K | $792.6K | — | Held |
| Waverly Advisors, LLC | 4.35K | $783.3K | −$22K | Added$73.3K |
| Equitable Holdings, Inc. | 3.97K | $736.8K | −$0 | Added$15.2K |
| Strategic Blueprint, LLC | 4.08K | $734.5K | −$23.5K | Cut−$23.5K |
| Valeo Financial Advisors, LLC | 4.07K | $732.3K | −$23.4K | Cut−$23.4K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 4.05K | $729.1K | — | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 4.04K | $727.6K | — | New |
| RETIREMENT INCOME SOLUTIONS, INC | 3.98K | $717.4K | −$22.9K | Cut−$22.9K |
| Wealthspire Advisors, LLC | 3.96K | $713.1K | −$22.5K | Cut−$14.8K |
| RESOLUTE WEALTH ADVISOR, INC. | 3.93K | $706.9K | — | Held |
| GLENMEDE TRUST CO NA | 3.93K | $706.9K | −$22.6K | Cut−$22.6K |
| CIBC WORLD MARKET INC. | 3.86K | $695.1K | −$12.9K | Added$277.3K |
| Snowden Capital Advisors LLC | 3.7K | $666.1K | −$21.3K | Cut−$79K |
| HighTower Advisors, LLC | 3.64K | $654.7K | −$18.7K | Added$48.4K |
| Joel Isaacson & Co., LLC | 3.56K | $641.1K | −$20.5K | Cut−$118.7K |
| Belvedere Trading LLC | 3.55K | $638.5K | — | New |
| Modern Wealth Management, LLC | 3.36K | $610.7K | — | New |
| Robertson Stephens Wealth Management, LLC | 3.3K | $593.8K | −$19.1K | Cut−$19K |
| SAGESPRING WEALTH PARTNERS, LLC | 3.24K | $583.4K | −$18.7K | Cut−$53.4K |
| Chicago Partners Investment Group LLC | 2.91K | $567.2K | $17.1K | Added$33.1K |
| KDT Advisors, LLC | 3.1K | $558.1K | −$17.8K | Cut−$17.8K |
| Guardian Partners Inc. | 293 | $553.4K | — | New |
| KEYBANK NATIONAL ASSOCIATION/OH | 3.05K | $549.1K | −$17.5K | Cut−$17.5K |
| Advisory Services Network, LLC | 3.02K | $543.8K | −$17K | Cut−$4.37K |
| SIMPLEX TRADING, LLC | 3.01K | $541.7K | −$4.25K | Added$404.2K |
| Arlington Financial Advisors, LLC | 2.98K | $535.6K | −$17.1K | Cut−$17.1K |
| CAPTRUST FINANCIAL ADVISORS | 2.86K | $514.3K | −$15.9K | Added$2.15K |
| M&T Bank Corp | 2.75K | $494.5K | −$15.8K | Cut−$1.06M |
| TRUIST FINANCIAL CORP | 2.69K | $483.4K | −$15.4K | Cut−$171.1K |
| Ausdal Financial Partners, Inc. | 2.66K | $479.4K | −$15.3K | Cut−$15.3K |
| Jaffetilchin Investment Partners, LLC | 2.65K | $476.5K | −$15.2K | Cut−$15.2K |
| MISSION WEALTH MANAGEMENT, LP | 2.64K | $475.4K | −$15.2K | Cut−$15.2K |
| Independent Advisor Alliance | 2.61K | $469.9K | — | New |
| Perigon Wealth Management, LLC | 2.56K | $461.5K | −$14.7K | Cut−$14.7K |
| London & Capital Asset Management Ltd | 2.54K | $457.6K | −$14.2K | Cut−$14.2K |
| Allie Family Office LLC | 2.48K | $446.1K | −$14.2K | Cut−$14.2K |
| Arbor Investment Advisors, LLC | 2.48K | $445.7K | −$14.2K | Cut−$14.2K |
| FOCUSED ALPHA, LLC | 2.42K | $434.9K | — | New |
| MERCER GLOBAL ADVISORS INC /ADV | 2.41K | $433.8K | −$13.9K | Cut−$13.9K |
| IEQ CAPITAL, LLC | 2.36K | $425.4K | −$13.6K | Cut−$13.6K |
| Rehmann Capital Advisory Group | 2.33K | $419.1K | −$13.4K | Cut−$13.4K |
| GTS SECURITIES LLC | 2.32K | $417.3K | −$13.2K | Cut−$8.13K |
| StoneX Group Inc. | 2.28K | $410.4K | −$13.1K | Cut−$143.5K |
| Bank of New York Mellon Corp | 2.27K | $408.7K | −$13K | Cut−$1.24M |
| Farther Finance Advisors, LLC | 2.23K | $404.7K | −$1.71K | Added$325.2K |
| BridgePort Financial Solutions, LLC | 2.17K | $389.9K | −$12.5K | Cut−$12.5K |
| Beaumont Financial Advisors, LLC | 2.07K | $372.6K | −$11.9K | Cut−$11.9K |
| Allworth Financial LP | 2.04K | $366.7K | −$11.7K | Cut−$11.7K |
| Advocate Investing Services LLC | 1.96K | $352.8K | −$11.3K | Cut−$11.3K |
| BlackDiamond Wealth Management, LLC | 1.92K | $345.3K | −$21.8K | Cut−$9.05K |
| MidAtlantic Capital Management, Inc. | 1.9K | $342.4K | −$10.9K | Cut−$10.9K |
| Cassaday & Co Wealth Management LLC | 1.88K | $337.8K | −$10.8K | Cut−$16K |
| EVOLVE PRIVATE WEALTH, LLC | 1.87K | $336.1K | −$10.7K | Cut−$113.8K |
| SEEDS INVESTOR LLC | 1.72K | $329.7K | $10.7K | Cut−$688.4K |
| Smartleaf Asset Management LLC | 1.88K | $328K | −$22.6K | Cut−$39.8K |
| BFI Infinity Ltd. | 1.79K | $322.5K | −$10.1K | Cut−$59.3K |
| Horst & Graben Wealth Management LLC | 1.61K | $315.5K | $15.6K | Added$15.6K |
| WHITTIER TRUST CO | 1.71K | $312.5K | −$11.1K | Cut−$11.1K |
| WEALTHGARDEN F.S. LLC | 1.66K | $299K | −$16.4K | Cut−$18.9K |
| EP Wealth Advisors, LLC | 1.66K | $298.1K | −$9.52K | Cut−$9.52K |
| Montaka Global Pty Ltd | 1.63K | $293.1K | −$9.36K | Cut−$9.36K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.6K | $288.6K | −$8.66K | Added$8.62K |
| &PARTNERS | 1.6K | $287.6K | −$9.26K | Cut−$66.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | 1.59K | $286.3K | −$9.14K | Cut−$9.14K |
| Sovran Advisors, LLC | 1.43K | $281.1K | $8.47K | Added$61.5K |
| NISA INVESTMENT ADVISORS, LLC | 1.5K | $270K | −$8.63K | Cut−$8.63K |
| Summit Financial, LLC | 1.46K | $262.4K | −$8.38K | Cut−$9.31K |
| JDM Financial Group LLC | 1.46K | $262.3K | −$8.38K | Cut−$8.38K |
| North Berkeley Wealth Management, LLC | 1.4K | $251.1K | — | New |
| CHOREO, LLC | 1.33K | $240.4K | −$9.34K | Cut−$15.9K |
| Dash Acquisitions Inc. | 1.2K | $233.8K | $7.81K | Added$6.68K |
| Causey Wealth LLC | 1.28K | $231.3K | — | New |
| J.Safra Asset Management Corp | 1.27K | $229.3K | −$7.33K | Cut−$7.33K |
| Rathbones Group PLC | 1.25K | $224.7K | — | New |
| Kestra Advisory Services, LLC | 1.23K | $222.2K | −$7.07K | Cut−$122.1K |
| Prosperity Consulting Group, LLC | 1.22K | $219.3K | — | New |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1.21K | $217.8K | −$7.06K | Cut−$41.6K |
| Corient Private Wealth LLC | 1.18K | $213.1K | −$6.81K | Cut−$29.1K |
| PRINCIPAL SECURITIES, INC. | 1.18K | $212.1K | −$6.77K | Cut−$39.3K |
| ASPIRIANT, LLC | 1.18K | $211.7K | −$6.76K | Cut−$29.2K |
| Allegheny Financial Group | 1.15K | $207.8K | −$6.64K | Cut−$6.64K |
| Creative Planning | 1.15K | $207.4K | — | New |
| Compass Ion Advisors, LLC | 1.15K | $206.6K | −$6.6K | Cut−$6.6K |
| Paulson Wealth Management Inc. | 1.13K | $202.5K | — | New |
| Holos Integrated Wealth LLC | 1.11K | $201.8K | −$4.46K | Cut−$37.3K |
| Retirement Management Systems Inc. | 1.12K | $201K | −$6.51K | Cut−$9.51M |
| Rockefeller Capital Management L.P. | 1.06K | $190.8K | −$6.1K | Cut−$531.6K |
| US BANCORP \DE\ | 1.05K | $189.2K | −$6.04K | Cut−$223.8K |
| Geneos Wealth Management Inc. | 1.01K | $182.5K | −$5.83K | Cut−$5.83K |
| LFA - Lugano Financial Advisors SA | 723 | $130.2K | −$3.44K | Added$18.9K |
| Gen-Wealth Partners Inc | 617 | $111.1K | −$3.55K | Cut−$3.55K |
| WealthShield Partners, LLC | 600 | $108K | −$3.45K | Cut−$3.45K |
| Russell Investments Group, Ltd. | 515 | $92.6K | −$3.13K | Cut−$131.9K |
| Activest Wealth Management | 447 | $80.4K | −$2.57K | Cut−$2.57K |
| C M BIDWELL & ASSOCIATES LTD | 439 | $79K | −$2.52K | Cut−$2.52K |
| Dunhill Financial, LLC | 400 | $72K | −$2.3K | Cut−$2.3K |
| Washington Trust Advisors, Inc. | 394 | $70.9K | −$2.26K | Cut−$2.26K |
| AlphaCore Capital LLC | 339 | $61K | −$1.95K | Cut−$138.7K |
| FIFTH THIRD BANCORP | 318 | $57.3K | — | New |
| HARBOUR INVESTMENTS, INC. | 310 | $55.8K | — | New |
| WEBSTER BANK, N. A. | 300 | $54K | −$1.73K | Cut−$1.73K |
| Evensky & Katz LLC | 288K | $51.8K | −$1.66K | Cut−$1.72K |
| MAI Capital Management | 281 | $50.6K | −$1.62K | Cut−$62.5K |
| EFG International AG | 247 | $44.4K | −$1.46K | Cut−$1.47M |
| PRIVATE TRUST CO NA | 238 | $42.8K | −$1.37K | Cut−$1.37K |
| Qube Research & Technologies Ltd | 231 | $41.6K | −$149 | Added$36.8K |
| Y.D. More Investments Ltd | 215 | $38.7K | −$1.24K | Cut−$1.24K |
| Glen Eagle Advisors, LLC | 200 | $36K | −$1.15K | Cut−$1.15K |
| ASSETMARK, INC | 186 | $33.5K | — | New |
| NewEdge Advisors, LLC | 28.4K | $31.5K | −$5.14M | Cut−$5.14M |
| Sunbelt Securities, Inc. | 173 | $31.1K | −$995 | Cut−$995 |
| Archer Investment Corp | 170 | $30.5K | −$975 | Cut−$975 |
| Aptus Capital Advisors, LLC | 147 | $26.5K | −$845 | Cut−$845 |
| Ameliora Wealth Management Ltd. | 136 | $24.5K | −$782 | Cut−$12.7K |
| Clearstead Advisors, LLC | 125 | $22.5K | −$718 | Cut−$26.2K |
| Investors Research Corp | 121 | $21.8K | −$696 | Cut−$24.8K |
| Comprehensive Financial Planning, Inc./PA | 106 | $19.2K | −$614 | Cut−$614 |
| Steward Partners Investment Advisory, LLC | 103 | $18.5K | −$432 | Added$4.61K |
| SIGNATUREFD, LLC | 74 | $13.3K | −$426 | Cut−$426 |
| Financial Management Professionals, Inc. | 62 | $11.2K | −$299 | Added$1.5K |
| FLOW TRADERS U.S. LLC | 60.7K | $10.9K | — | New |
| Westside Investment Management, Inc. | 60 | $10.9K | −$347 | Cut−$347 |
| Stone House Investment Management, LLC | 39 | $7.02K | −$224 | Cut−$224 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 35 | $6.3K | — | New |
| VANGUARD ADVISERS INC | 26 | $4.68K | — | Held |
| HRT FINANCIAL LP | 25.6K | $4.62K | — | New |
| Larson Financial Group LLC | 25 | $4.57K | −$146 | Cut−$146 |
| HighMark Wealth Management LLC | 25 | $4.5K | — | New |
| Tower Research Capital LLC (TRC) | 22 | $3.96K | — | New |
| IFP Advisors, Inc | 21 | $3.78K | −$63 | Added$1.74K |
| Cambridge Investment Research Advisors, Inc. | 12.9K | $2.32K | −$74 | Cut−$76 |
| Sierra Capital LLC | 10.8K | $1.94K | −$63 | Cut−$63 |
| LM Advisors LLC | 278 | $1.54K | $41 | Added$374 |
| PARK AVENUE SECURITIES LLC | 6.06K | $1.09K | −$25 | Added$290 |
Who left
- Arizona PSPRS Trust$22M
- State Street$9M
- CAUSEWAY CAPITAL MANAGEMENT LLC$1.97M
- Renaissance Technologies$1.58M
- Roehl & Yi Investment Advisors, LLC$1.06M
- Envestnet Portfolio Solutions, Inc.$776.7K
- LWM Advisory Services, LLC$724.7K
- BTG Pactual Asset Management US LLC$546.4K
- Moneda S.A. Administradora General de Fondos$479.1K
- PERSONAL CFO SOLUTIONS, LLC$449.1K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$405.6K
- TUDOR INVESTMENT CORP ET AL$389.7K
- QRG CAPITAL MANAGEMENT, INC.$367.5K
- Brevan Howard Capital Management LP$338.1K
- Atria Investments, Inc$330.7K
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.