Stock
Reported value
$3.56B
Holders
371
+58 new · −26 exited
Holders’ est. mark
$23.6M
Price effect on 216 books still in the name
Largest holder
$682.2M
JPMORGAN CHASE & CO
Notable conviction
Share of each notable manager’s 13F book.
- Soros Fund Management0.1% · $5.35M
- Fidelity0.0% · $23.6M
- Citadel0.0% · $1.73M
- Icahn Capital0.0% · $358.4K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 12.8M | $682.2M | −$6.51M | Cut−$12.9M |
| BlackRock, Inc. | 8.48M | $464.7M | $1.15M | Added$392.4M |
| ROYAL BANK OF CANADA | 5.69M | $311.5M | $2.8M | Added$136M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4.84M | $265.3M | $2.73M | Added$93.9M |
| MORGAN STANLEY | 3.19M | $174.7M | $1.85M | Added$59M |
| BANK OF AMERICA CORP /DE/ | 2.08M | $114.1M | $1.66M | Added$10.2M |
| Asset Management One Co., Ltd. | 1.93M | $105.6M | $1.65M | Added$2.31M |
| ASSETMARK, INC | 1.8M | $98.6M | $1.47M | Added$6.49M |
| Korea Investment CORP | 1.69M | $92.3M | $1.45M | Cut−$2.46M |
| GOLDMAN SACHS GROUP INC | 1.54M | $84.3M | $1.32M | Cut−$839.3K |
| BANK OF MONTREAL /CAN/ | 1.21M | $66.3M | $1.04M | Cut−$1.58M |
| UBS Group AG | 1.12M | $61.2M | $457.6K | Added$32.5M |
| Nuveen, LLC | 881.9K | $48.3M | $603.3K | Added$10.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 876.3K | $48M | — | New |
| Stairway Partners, LLC | 814.4K | $44.6M | $700.4K | Added$628.1K |
| STRS OHIO | 789.9K | $43.3M | $679.1K | Added$693.5K |
| VICTORY CAPITAL MANAGEMENT INC | 644.2K | $35.3M | $554K | Cut−$19.6M |
| Allspring Global Investments Holdings, LLC | 551.1K | $30.2M | $293.4K | Added$11.8M |
| Absolute Gestao de Investimentos Ltda. | 550K | $30.1M | — | New |
| State of Tennessee, Department of Treasury | 522.4K | $28.6M | $276.9K | Added$94.8K |
| LPL Financial LLC | 454.3K | $24.9M | $390.7K | Cut−$460.2K |
| Fidelity | 430.2K | $23.6M | $346.6K | Added$1.84M |
| Millburn Ridgefield LLC /DE/ | 410.9K | $22.5M | $339K | Added$1.26M |
| Catalyst Capital Advisors LLC | 410.9K | $22.5M | $339K | Added$1.26M |
| GenTrust, LLC | 396.2K | $21.7M | $336.3K | Added$617.4K |
| Lido Advisors, LLC | 380.9K | $20.9M | $593.7K | Added$13.3M |
| HighTower Advisors, LLC | 374.4K | $20.5M | $321.9K | Cut−$1.69M |
| AMERIPRISE FINANCIAL INC | 350.3K | $19.2M | $299.7K | Cut−$20.9M |
| Qube Research & Technologies Ltd | 330.9K | $18.1M | $571 | Added$18.1M |
| Karpus Management, Inc. | 314.3K | $17.2M | $246.7K | Added$1.75M |
| VPR Management LLC | 311.8K | $17.1M | $268.1K | Added$268.1K |
| Ocean Park Asset Management, LLC | 297.8K | $16.3M | $212.1K | Added$3.02M |
| WELLS FARGO & COMPANY/MN | 266.5K | $14.6M | $198.2K | Added$2.17M |
| Walleye Trading LLC | 255.1K | $14M | $206.2K | Added$1.04M |
| PGIM Custom Harvest LLC | 240.7K | $13.2M | $158.1K | Added$3.27M |
| Kovitz Investment Group Partners, LLC | 220.1K | $12.1M | $189.2K | Added$80.9K |
| HSBC HOLDINGS PLC | 217.3K | $11.9M | $148.2K | Added$2.61M |
| BNP PARIBAS FINANCIAL MARKETS | 213.6K | $11.7M | $156.1K | Added$1.92M |
| NISA INVESTMENT ADVISORS, LLC | 203K | $11.1M | $174.6K | Added$174.6K |
| Cetera Investment Advisers | 192.8K | $10.6M | $137.7K | Added$1.93M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 176.2K | $9.66M | $28.4K | Added$7.87M |
| PRUDENTIAL PLC | 173.5K | $9.51M | $149.2K | Cut−$6.83M |
| CADINHA & CO LLC | 162.7K | $8.91M | $139.9K | Cut−$7.64M |
| CIBC WORLD MARKET INC. | 161.8K | $8.86M | $138.8K | Added$155.9K |
| Strategic Investment Advisors / MI | 160.3K | $8.79M | $121K | Added$1.24M |
| TD Waterhouse Canada Inc. | 142.1K | $7.84M | $70.8K | Added$4.92M |
| NewSquare Capital LLC | 143K | $7.84M | $121K | Added$250.4K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 146.3K | $7.82M | −$126.1K | Added$37K |
| MML INVESTORS SERVICES, LLC | 138K | $7.56M | $80.4K | Added$2.52M |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 134.8K | $7.39M | $115.9K | Added$115.9K |
| SENTINEL PENSION ADVISORS, LLC | 125.5K | $6.88M | $108K | Added$108K |
| GAMMA Investing LLC | 120.8K | $6.62M | $74.1K | Added$1.97M |
| Jain Global LLC | 119.8K | $6.57M | $32.8K | Added$4.51M |
| TUDOR INVESTMENT CORP ET AL | 118.7K | $6.5M | — | New |
| NEW VERNON CAPITAL HOLDINGS II LLC | 110.8K | $6.07M | $95.3K | Added$95.3K |
| ENVESTNET ASSET MANAGEMENT INC | 109.6K | $6M | $94.3K | Cut−$92.2K |
| Elm Partners Management LLC | 112.1K | $5.99M | −$57.2K | Cut−$79.1K |
| TRUIST FINANCIAL CORP | 105.9K | $5.8M | $89.5K | Added$193.8K |
| ZACKS INVESTMENT MANAGEMENT | 103.6K | $5.68M | $76.1K | Added$906K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 101.4K | $5.55M | $87.2K | Cut−$15.6M |
| Allianz Asset Management GmbH | 98.8K | $5.41M | — | New |
| BANK OF HAWAII | 98.7K | $5.41M | — | New |
| Soros Fund Management | 97.7K | $5.35M | $84K | Added$84K |
| D. E. Shaw & Co., Inc. | 92.1K | $5.05M | — | New |
| Corient Private Wealth LLC | 118.8K | $4.94M | −$1.12M | Added$73.1K |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 88.5K | $4.82M | $36.6K | Cut−$336.2K |
| NATIONAL BANK OF CANADA /FI/ | 86.8K | $4.76M | $77K | Added$337.4K |
| Balyasny Asset Management L.P. | 83.5K | $4.57M | — | New |
| NORTHERN TRUST CORP | 80.4K | $4.4M | $69.1K | Cut−$2.62M |
| Checchi Capital Advisers, LLC | 78.5K | $4.3M | — | New |
| Wakefield Asset Management LLLP | 75.4K | $4.13M | $64.9K | Cut−$105.6K |
| Federation des caisses Desjardins du Quebec | 74.6K | $4.09M | $64.5K | Cut−$261.3K |
| Prosperity Consulting Group, LLC | 72K | $3.94M | $24.5K | Added$2.41M |
| OSAIC HOLDINGS, INC. | 71.8K | $3.93M | $61.2K | Added$77.9K |
| Monument Capital Management | 70.3K | $3.85M | — | New |
| SYON CAPITAL LLC | 67.3K | $3.69M | $57.9K | Cut−$221.1K |
| Sava Infond d.o.o. | 66.5K | $3.64M | $41.3K | Added$1.05M |
| Ascent Group, LLC | 65.7K | $3.6M | $27.7K | Added$1.86M |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 64.1K | $3.51M | $53.2K | Added$175.9K |
| Mirae Asset Global Investments Co., Ltd. | 56.8K | $3.11M | $48.8K | Cut−$220.8K |
| Point72 Asset Management, L.P. | 56.4K | $3.09M | — | New |
| LMCG INVESTMENTS, LLC | 56.2K | $3.08M | $48.3K | Cut−$310.6K |
| PNC Financial Services Group, Inc. | 55K | $3.01M | $47.3K | Cut−$670.1K |
| RAYMOND JAMES FINANCIAL INC | 54.4K | $2.98M | $37.9K | Added$603.6K |
| 1607 Capital Partners, LLC | 54K | $2.96M | $46.5K | Cut−$139.6K |
| State of Wyoming | 52.2K | $2.86M | $44.9K | Cut−$2.03M |
| SCOTIA CAPITAL INC. | 51.9K | $2.84M | $44.7K | Cut−$425.9K |
| Obsido Oy | 51.4K | $2.82M | $43.9K | Added$64K |
| DEUTSCHE BANK AG\ | 51K | $2.8M | $37.8K | Added$424.3K |
| CUMBERLAND ADVISORS INC | 50.3K | $2.76M | $43.3K | Cut−$22K |
| STIFEL FINANCIAL CORP | 46.4K | $2.54M | $39.9K | Cut−$13.1K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 46.4K | $2.54M | $39.9K | Added$39.9K |
| Quantinno Capital Management LP | 44.1K | $2.42M | $37.9K | Cut−$22.5K |
| Stelac Advisory Services LLC | 43.6K | $2.39M | $33.2K | Added$302.4K |
| Legal & General Group Plc | 42.8K | $2.35M | $17.5K | Added$1.26M |
| ALBION FINANCIAL GROUP /UT | 39K | $2.14M | $33.5K | Added$33.5K |
| Trek Financial, LLC | 38.1K | $2.09M | $6.09K | Added$1.7M |
| Ameraudi Asset Management, Inc. | 37.3K | $2.04M | $32.1K | Cut−$94.9K |
| Beacon Pointe Advisors, LLC | 36.7K | $2.01M | $21.2K | Added$674.1K |
| TWO SIGMA SECURITIES, LLC | 35.9K | $1.97M | — | New |
| Robertson Stephens Wealth Management, LLC | 34.8K | $1.91M | $30K | Added$11.6K |
| Onyx Bridge Wealth Group LLC | 34.6K | $1.9M | $25.1K | Added$325.9K |
| Invesco Ltd. | 32.4K | $1.78M | $27.4K | Added$60K |
| BLAIR WILLIAM & CO/IL | 32.3K | $1.77M | $27K | Added$80.8K |
| Citadel | 31.5K | $1.73M | $27.1K | Cut−$83.8K |
| MERIDIAN MANAGEMENT CO | 30.5K | $1.67M | $26.2K | Added$26.2K |
| Strategic Financial Partners, Ltd. | 30.2K | $1.66M | $26K | Cut−$442K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 29.8K | $1.64M | — | New |
| PLANWISER FINANCIAL, LLC | 25.9K | $1.5M | $78.2K | Cut−$331.7K |
| SEI INVESTMENTS CO | 27.2K | $1.49M | $17.1K | Added$414.5K |
| Ameritas Advisory Services, LLC | 26.7K | $1.46M | $19K | Added$270.2K |
| Providence First Trust Co | 25.5K | $1.4M | $19.9K | Added$148.7K |
| NVWM, LLC | 25.1K | $1.38M | $21.6K | Cut−$23.3K |
| 1832 Asset Management L.P. | 24.7K | $1.35M | $16.7K | Added$305.2K |
| RWA WEALTH PARTNERS, LLC | 24.2K | $1.32M | $20.8K | Added$20.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | 23.5K | $1.29M | $16.1K | Added$276.1K |
| Creative Planning | 23.3K | $1.28M | $14.7K | Added$350.7K |
| CITIGROUP INC | 23.2K | $1.27M | $20K | Added$10K |
| Vertex Investment Solutions Co., Ltd. | 22.9K | $1.23M | — | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 22.2K | $1.23M | $14.8K | Cut−$244.4K |
| Integrated Wealth Concepts LLC | 21.9K | $1.2M | $18.9K | Cut−$82.3K |
| Community Financial Services Group, LLC | 21K | $1.16M | $26.2K | Added$3.02K |
| GOULD ASSET MANAGEMENT LLC /CA/ | 20.7K | $1.14M | $17.7K | Added$26.7K |
| Cedar Wealth Management, LLC | 20.7K | $1.13M | $17.8K | Added$17.8K |
| Composition Wealth, LLC | 20.6K | $1.13M | $17.7K | Cut−$96.9K |
| Csenge Advisory Group | 19.9K | $1.09M | $3.39K | Added$876.4K |
| Mutual Advisors, LLC | 19.9K | $1.09M | $9.75K | Added$476.3K |
| Greenspring Advisors, LLC | 19.8K | $1.08M | $17K | Added$17K |
| Cardinal Point Capital Management ULC | 19.4K | $1.06M | $16.5K | Added$27.5K |
| Banco Santander, S.A. | 19.3K | $1.06M | $13.6K | Added$206.4K |
| Daiwa Securities Group Inc. | 19K | $1.04M | $1.04M | Added$1.04M |
| Solstein Capital, LLC | 19K | $1.04M | $15.9K | Added$41.5K |
| Spire Wealth Management | 18.5K | $1.01M | $15.9K | Added$18.5K |
| Quantbot Technologies LP | 18.5K | $1.01M | $7.94K | Added$514K |
| Henrickson Nauta Wealth Advisors, Inc. | 17.2K | $943.2K | $2.38K | Cut−$938.4K |
| FIRST MANHATTAN CO. LLC. | 17K | $933.3K | $14.6K | Cut−$134.9K |
| MEEDER ASSET MANAGEMENT INC | 16.9K | $928.1K | $8.13K | Added$418.1K |
| Tidal Investments LLC | 16.8K | $919.6K | $14.4K | Cut−$8.13M |
| CALTON & ASSOCIATES, INC. | 16.6K | $909.3K | — | New |
| HighPoint Advisor Group LLC | 15.9K | $870K | $12.7K | Added$76K |
| Orion Porfolio Solutions, LLC | 15.6K | $857K | $5.88K | Added$488.7K |
| AlTi Global, Inc. | 15.4K | $842.6K | $13.2K | Added$13.2K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15.3K | $839.3K | $13.2K | Added$13.2K |
| Taikang Asset Management (Hong Kong) Co Ltd | 15.1K | $828.4K | $13K | Cut−$2.15M |
| MassMutual Private Wealth & Trust, FSB | 15.1K | $825.1K | $13K | Added$386 |
| NAVELLIER & ASSOCIATES INC | 14.3K | $783.2K | $12.3K | Cut−$148K |
| Community Bank, N.A. | 13.9K | $764K | $12K | Cut−$10.1K |
| Bright Futures Wealth Management, LLC. | 13.9K | $761.1K | — | New |
| Advisory Services Network, LLC | 13.6K | $746.1K | $9.6K | Added$143K |
| Caprock Group, LLC | 13.5K | $739.7K | $11.5K | Added$22.5K |
| Rockefeller Capital Management L.P. | 13.4K | $733.2K | $11.5K | Cut−$170.6K |
| Dorsey & Whitney Trust CO LLC | 13.4K | $731.9K | $11.5K | Cut−$84.2K |
| Center For Asset Management LLC | 13.2K | $723.1K | $9.23K | Added$144.1K |
| Vontobel Holding Ltd. | 13K | $714.6K | $6.54K | Added$304.6K |
| COOPERMAN LEON G | 12.5K | $686.6K | $10.8K | Added$10.8K |
| Fortis Group Advisors, LLC | 11.7K | $684.5K | $50.7K | Cut−$157.8K |
| BROWN ADVISORY INC | 12.4K | $678.1K | $10.6K | Added$10.6K |
| Empowered Funds, LLC | 12.2K | $667.9K | — | New |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 12.1K | $660.7K | $10.2K | Added$24.2K |
| ATLAS CAPITAL ADVISORS INC. | 11.3K | $619.9K | $7.93K | Added$122.7K |
| Focus Partners Wealth | 11.1K | $608.5K | $5.01K | Added$293.8K |
| Curbstone Financial Management Corp | 11.1K | $607.1K | $9.53K | Added$9.53K |
| St. Louis Financial Planners Asset Management, LLC | 11K | $605.4K | — | New |
| Lorne Steinberg Wealth Management Inc. | 10.8K | $591.9K | $6.13K | Added$207.6K |
| SMART Wealth LLC | 10.7K | $588.4K | — | New |
| Pictet North America Advisors SA | 10.6K | $578.2K | $9.08K | Cut−$301K |
| XTX Topco Ltd | 10.5K | $576.1K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10.5K | $572.7K | $8.99K | Cut−$321.5K |
| KEYBANK NATIONAL ASSOCIATION/OH | 10.4K | $572K | $8.98K | Cut−$21.2K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10.1K | $554.5K | $8.05K | Added$69.8K |
| Dakota Wealth Management | 9.86K | $540K | $8.32K | Added$17.9K |
| Maia Wealth LLC | 9.75K | $534.3K | −$4.58K | Cut−$4.58K |
| RiverFront Investment Group, LLC | 9.72K | $532.6K | $5.06K | Added$215.3K |
| Concurrent Investment Advisors, LLC | 9.61K | $526.4K | $3.82K | Added$287.4K |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 9.47K | $518.9K | $8.14K | Cut−$1.69M |
| FIFTH THIRD BANCORP | 9.06K | $496.6K | — | New |
| Capstone Capital Management Ltd | 9K | $493.1K | — | New |
| IFP Advisors, Inc | 8.97K | $491.2K | $2.06K | Added$362.2K |
| Objectivity Squared, LLC | 8.94K | $490K | — | New |
| DEARBORN PARTNERS LLC | 8.8K | $482.2K | $7.48K | Added$13K |
| JANE STREET GROUP, LLC | 8.6K | $471.2K | $7.4K | Cut−$45.8M |
| Charter Oak Capital Management, LLC | 8.55K | $468.3K | $7.35K | Cut−$8.29K |
| PRINCIPAL SECURITIES, INC. | 8.29K | $454.2K | — | New |
| Asset Management Group, Inc. | 8.11K | $444.3K | $6.99K | Cut−$25.5K |
| Gateway Wealth Partners, LLC | 8.04K | $440.4K | — | New |
| Tranquilli Financial Advisor LLC | 7.85K | $430.1K | $6.42K | Added$27.8K |
| TFB Advisors LLC | 7.67K | $420K | $6.59K | Cut−$139.8K |
| Private Advisor Group, LLC | 7.65K | $419K | — | New |
| Waverly Advisors, LLC | 7.55K | $413.9K | $6.45K | Added$9.52K |
| Vivaldi Capital Management LP | 7.48K | $409.6K | $6.43K | Added$6.43K |
| Cordoba Advisory Partners LLC | 7.44K | $407.5K | $6.4K | Cut−$1.21M |
| CHOREO, LLC | 7.33K | $401.6K | $3.59K | Added$3.59K |
| JAMES INVESTMENT RESEARCH, INC. | 7K | $383.5K | $6.02K | Added$6.02K |
| Boltwood Capital Management | 7K | $383.5K | $5.2K | Added$57.3K |
| COOKSON PEIRCE & CO INC | 6.85K | $375.3K | $5.69K | Added$18.5K |
| Sanctuary Advisors, LLC | 6.78K | $371.7K | $5.24K | Added$43.2K |
| Sterling Investment Counsel, LLC | 6.72K | $368.2K | — | New |
| Creekside Partners | 6.64K | $363.9K | $5.71K | Added$5.71K |
| Mariner, LLC | 6.6K | $361.6K | $4.78K | Added$61.9K |
| Icahn Capital | 6.54K | $358.4K | $5.61K | Cut−$106.4K |
| Equitable Holdings, Inc. | 6.6K | $355.9K | $0 | Added$20.2K |
| Cresset Asset Management, LLC | 6.35K | $348.1K | $5.46K | Added$5.46K |
| CWM, LLC | 6.33K | $346.9K | $333.8K | Added$346.6K |
| Independent Family Office, LLC | 6.2K | $339.7K | $5.33K | Added$5.33K |
| Christensen, King & Associates Investment Services, Inc. | 6.18K | $338.5K | $5.31K | Added$1.27K |
| WULFF, HANSEN & CO. | 6.05K | $331.6K | $5.21K | Added$5.21K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 6.05K | $331.5K | $4.76K | Added$33.2K |
| BROWN BROTHERS HARRIMAN & CO | 5.94K | $325.3K | $5.11K | Added$5.11K |
| USA FINANCIAL FORMULAS | 5.9K | $323K | $1.2K | Added$247.6K |
| COMMERCE BANK | 5.77K | $316K | $4.96K | Cut−$16.8K |
| QRG CAPITAL MANAGEMENT, INC. | 5.65K | $309.5K | $4.28K | Added$41.3K |
| Ifrah Financial Services, Inc. | 5.64K | $309K | $4.84K | Cut−$4.01K |
| Rehmann Capital Advisory Group | 5.59K | $306.1K | — | New |
| Ausdal Financial Partners, Inc. | 5.56K | $304.5K | $3.9K | Added$60.1K |
| Kaizen Financial Strategies | 5.21K | $302.1K | $20.3K | Added$31.9K |
| BLALOCK WILLIAMS, LLC | 5.5K | $301.1K | — | New |
| Triad Wealth Partners, LLC | 5.41K | $296.6K | $4.65K | Cut−$112.5K |
| PRELUDE CAPITAL MANAGEMENT, LLC | 5.41K | $296.3K | — | New |
| Kestra Advisory Services, LLC | 5.26K | $288.1K | $3.84K | Added$48K |
| MERCER GLOBAL ADVISORS INC /ADV | 5.25K | $287.4K | $4.53K | Cut−$77K |
| US BANCORP \DE\ | 5.15K | $282K | $4.43K | Cut−$6.14K |
| Retirement Planning Group, LLC | 5.11K | $280.2K | $4.03K | Added$27.2K |
| Global Endowment Management, LP | 5K | $274K | $4K | Added$4K |
| CreativeOne Wealth, LLC | 4.99K | $273.3K | $4.03K | Added$20.3K |
| Bank Julius Baer & Co. Ltd, Zurich | 4.88K | $267.5K | $4.2K | Added$4.2K |
| Yoffe Investment Management, LLC | 4.87K | $266.8K | $4.19K | Added$4.19K |
| Element Wealth, LLC | 4.86K | $266.3K | $4.02K | Added$14K |
| Merit Financial Group, LLC | 4.76K | $260.6K | — | New |
| MGO Private Wealth, LLC | 4.72K | $258.7K | $4.05K | Cut−$1.64M |
| Wedmont Private Capital | 4.56K | $258.2K | $12K | Added$12K |
| Lunt Capital Management, Inc. | 4.7K | $257.5K | $4.04K | Added$4.04K |
| WestEnd Advisors, LLC | 4.63K | $253.5K | $3.05K | Added$62K |
| Steward Partners Investment Advisory, LLC | 4.54K | $248.6K | $3.9K | Cut−$580.6K |
| JGP Wealth Management, LLC | 4.54K | $248.5K | $3.86K | Added$6.22K |
| Balefire, LLC | 4.48K | $245.4K | $3.23K | Added$43K |
| Activest Wealth Management | 4.48K | $245.2K | $3.85K | Added$3.85K |
| BBR PARTNERS, LLC | 4.43K | $242.6K | $3.81K | Added$3.81K |
| TIEMANN INVESTMENT ADVISORS, LLC | 4.42K | $242.2K | $3.8K | Cut−$136.4K |
| Perigon Wealth Management, LLC | 4.41K | $241.6K | $3.44K | Added$25.9K |
| IMC-Chicago, LLC | 4.41K | $241.3K | $3.79K | Cut−$319K |
| Sunpointe, LLC | 4.4K | $241K | $3.78K | Added$3.78K |
| Wealthfront Advisers LLC | 4.31K | $236.1K | — | New |
| CENTRAL TRUST Co | 4.27K | $234K | $3.67K | Added$3.67K |
| Sanchez Gaunt Capital Management, LLC | 4.27K | $233.9K | — | Held |
| Farther Finance Advisors, LLC | 4.04K | $223.1K | $411 | Added$205.4K |
| Mayflower Financial Advisors, LLC | 4.03K | $221K | $3.49K | Cut−$52.9K |
| TPG Financial Advisors, LLC | 3.98K | $217.9K | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3.89K | $213.3K | $2.92K | Added$30.2K |
| HB Wealth Management, LLC | 3.86K | $211.6K | — | New |
| Texas Yale Capital Corp. | 3.85K | $210.9K | $3.31K | Added$3.31K |
Who left
- Graham Capital Management, L.P.$43.5M
- Metis Global Partners, LLC$25.1M
- BlueStem Wealth Partners, LLC$3.6M
- Park Edge Advisors, LLC$3.32M
- Moneda S.A. Administradora General de Fondos$2.59M
- Coppell Advisory Solutions LLC$992.5K
- GUIDANCE CAPITAL, INC$984.9K
- Ramiah Investment Group$671.4K
- Avos Capital Management, LLC$607.7K
- Jaffetilchin Investment Partners, LLC$390.7K
- National Philanthropic Trust$363.6K
- Phoenix Financial Ltd.$362.4K
- South Shore Capital Advisors$269.6K
- Fiera Capital Corp$264.1K
- J.W. COLE ADVISORS, INC.$248.7K
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.