Stock
Reported value
$1.76B
Holders
346
+27 new · −29 exited
Holders’ est. mark
$18.9M
Price effect on 237 books still in the name
Largest holder
$223.5M
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $190.4M
- Renaissance Technologies0.0% · $2.55M
- Citadel0.0% · $1.62M
- Icahn Capital0.0% · $324.7K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 3.45M | $223.5M | $2.38M | Cut−$573.5M |
| Fidelity | 2.94M | $190.4M | $1.93M | Added$11.8M |
| BlackRock, Inc. | 2.8M | $181M | $1.93M | Cut−$14.9M |
| MORGAN STANLEY | 2.6M | $168.3M | $1.63M | Added$16.7M |
| Wharton Business Group, LLC | 2.35M | $151.9M | $1.58M | Added$5.34M |
| UBS Group AG | 1.05M | $67.8M | $722.5K | Cut−$46.5M |
| AMERIPRISE FINANCIAL INC | 967.1K | $62.6M | $697.1K | Cut−$18.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 769.7K | $49.8M | $529.9K | Added$636.1K |
| LPL Financial LLC | 670.3K | $43.4M | $456.8K | Added$993.1K |
| WELLS FARGO & COMPANY/MN | 634.3K | $41.1M | $437.6K | Cut−$1.17M |
| ENVESTNET ASSET MANAGEMENT INC | 551.1K | $35.7M | $380.2K | Cut−$4.71M |
| RHUMBLINE ADVISERS | 361.3K | $23.4M | $249.3K | Cut−$1.59M |
| OLD MISSION CAPITAL LLC | 302K | $19.5M | $17.8K | Added$17.9M |
| BURKETT FINANCIAL SERVICES, LLC | 289.5K | $18.7M | $198.5K | Added$314.6K |
| RAYMOND JAMES FINANCIAL INC | 270.5K | $17.5M | $186.6K | Cut−$1.63M |
| Cetera Investment Advisers | 246.4K | $15.9M | $169.9K | Cut−$198.9K |
| SECURIAN ASSET MANAGEMENT, INC | 215.2K | $13.9M | $148.5K | Cut−$2.29M |
| PNC Financial Services Group, Inc. | 201.9K | $13.1M | $139.3K | Cut−$373.2K |
| Modern Wealth Management, LLC | 197.8K | $12.8M | $176K | Added$122.4K |
| JPMORGAN CHASE & CO | 196.4K | $12.4M | −$163.2K | Added$1.27M |
| CAPTRUST FINANCIAL ADVISORS | 185.6K | $12M | $128.1K | Cut−$5.51M |
| ANDERSON HOAGLAND & CO | 181.3K | $11.7M | $111.9K | Added$1.35M |
| ROYAL BANK OF CANADA | 172K | $11.1M | $119.3K | Cut−$655K |
| COMMONWEALTH EQUITY SERVICES, LLC | 169.7K | $11M | $117.1K | Cut−$1.83M |
| Creative Planning | 168.3K | $10.9M | $110.5K | Added$642.5K |
| Mariner, LLC | 163K | $10.5M | $110.6K | Added$277.8K |
| Baird Financial Group, Inc. | 157.8K | $10.2M | $101.5K | Added$796K |
| Brookstone Capital Management | 150.9K | $9.77M | $99.5K | Added$532K |
| Modera Wealth Management, LLC | 143.9K | $9.31M | $99.3K | Cut−$205K |
| MERCER GLOBAL ADVISORS INC /ADV | 135.7K | $8.78M | $93.6K | Cut−$131.6K |
| Symmetry Partners, LLC | 135K | $8.74M | $86.8K | Added$684K |
| JMAC ENTERPRISES LLC | 126.9K | $8.22M | $85.2K | Added$306.3K |
| Idaho Trust Co | 125.5K | $8.12M | $68.8K | Added$1.64M |
| Horizon Investments, LLC | 124.9K | $8.09M | $41.1K | Added$4.27M |
| World Investment Advisors | 110.1K | $7.13M | $57.3K | Added$1.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 108.9K | $7.04M | −$81.7K | Cut−$347.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 108.6K | $7.03M | $74.9K | Cut−$2.9M |
| OSAIC HOLDINGS, INC. | 98.3K | $6.36M | $67.7K | Cut−$458.7K |
| HighTower Advisors, LLC | 96.5K | $6.24M | $42.7K | Added$2.31M |
| Cerity Partners LLC | 91.8K | $5.94M | $61.8K | Added$206.5K |
| Kestra Advisory Services, LLC | 88.2K | $5.71M | $55.4K | Added$568.1K |
| Well Done, LLC | 78.3K | $5.07M | $54.1K | Cut−$52.6K |
| Vestmark Advisory Solutions, Inc. | 71K | $4.59M | $37.6K | Added$1.1M |
| MATHER GROUP, LLC. | 67.5K | $4.37M | $46.2K | Added$84K |
| FOUNDERS FINANCIAL SECURITIES LLC | 62.8K | $4.25M | $222.6K | Added$400.6K |
| Foster Victor Wealth Advisors, LLC | 60.5K | $4.18M | $177.4K | Added$185.3K |
| LMG Wealth Partners, LLC | 64.1K | $4.15M | $42K | Added$254.4K |
| RWA WEALTH PARTNERS, LLC | 60.1K | $3.89M | — | New |
| TRUIST FINANCIAL CORP | 58.9K | $3.81M | $40.6K | Cut−$32K |
| Ifrah Financial Services, Inc. | 57.6K | $3.73M | $39.8K | Added$4.47K |
| Bleakley Financial Group, LLC | 56.8K | $3.68M | $39.2K | Cut−$96K |
| Steward Partners Investment Advisory, LLC | 54.3K | $3.51M | $37.4K | Added$18.9K |
| FIFTH THIRD BANCORP | 53.6K | $3.47M | $260 | Added$3.45M |
| Apella Capital, LLC | 47.8K | $3.38M | $320.6K | Cut−$61.8K |
| CLEAR WAVE WEALTH MANAGEMENT LLC | 47.7K | $3.09M | — | Held |
| OPPENHEIMER & CO INC | 43.4K | $2.81M | $30K | Cut−$384K |
| JONES FINANCIAL COMPANIES LLLP | 43.2K | $2.74M | −$22.2K | Added$662.3K |
| Rockefeller Capital Management L.P. | 39.7K | $2.57M | $27.4K | Cut−$14.8K |
| Renaissance Technologies | 39.4K | $2.55M | $27.2K | Cut−$31.7K |
| JOURNEY STRATEGIC WEALTH LLC | 36.6K | $2.37M | $25.3K | Added$236 |
| Stratos Wealth Partners, LTD. | 36.6K | $2.37M | $23.1K | Added$230.6K |
| Good Harbor Advisors, Inc. | 36.1K | $2.34M | $24.9K | Cut−$23.2K |
| &PARTNERS | 34.6K | $2.24M | $23.9K | Cut−$133.5K |
| Focus Partners Wealth | 34.1K | $2.21M | $22.4K | Added$135.1K |
| PLIMOTH TRUST CO LLC | 33.6K | $2.17M | $21.5K | Added$178.3K |
| Hilltop National Bank | 32.7K | $2.12M | $22.6K | Cut−$94.8K |
| New England Private Wealth Advisors LLC | 31.9K | $2.06M | $22K | Added$21.6K |
| TUDOR INVESTMENT CORP ET AL | 31.6K | $2.05M | $9.06K | Added$1.21M |
| Johnson & White Wealth Management, LLC | 31K | $2.01M | $21.4K | Added$441 |
| Beacon Bridge Wealth Partners, LLC | 30.8K | $2M | $21.3K | Added$9.5K |
| Conservest Capital Advisors, Inc. | 30.5K | $1.97M | $21.1K | Cut−$1.2K |
| GOLDMAN SACHS GROUP INC | 30.5K | $1.97M | $21K | Cut−$382K |
| YHB Investment Advisors, Inc. | 29.9K | $1.94M | $20.6K | Cut−$913.6K |
| UMB Bank, n.a. | 29.4K | $1.9M | $17.9K | Added$242.4K |
| Friedenthal Financial | 29.4K | $1.9M | $20.2K | Added$26.5K |
| Parallel Advisors, LLC | 29.2K | $1.89M | $20.1K | Cut−$909.5K |
| Sequoia Financial Advisors, LLC | 29.1K | $1.88M | $20K | Cut−$129.1K |
| Atria Investments, Inc | 28K | $1.81M | $19.3K | Cut−$19.4K |
| Daiwa Securities Group Inc. | 27.9K | $1.8M | $1.21M | Added$1.8M |
| U.S. Capital Wealth Advisors, LLC | 26.8K | $1.73M | $14.5K | Added$385.4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 26.5K | $1.72M | −$1.86K | Cut−$1.86K |
| STIFEL FINANCIAL CORP | 26.5K | $1.72M | $17.1K | Added$130.3K |
| Citadel | 25.1K | $1.62M | $17.3K | Cut−$1.14M |
| Arkadios Wealth Advisors | 24.3K | $1.57M | $16.8K | Added$1.54K |
| Mayflower Financial Advisors, LLC | 24.3K | $1.57M | $16.7K | Added$16.7K |
| Integrated Wealth Concepts LLC | 24.1K | $1.56M | $16.6K | Added$18K |
| MAI Capital Management | 23.4K | $1.52M | $16.2K | Cut−$2.62K |
| Physician Wealth Advisors, Inc. | 23K | $1.49M | $15.9K | Cut−$19.7K |
| Carr Financial Group Corp | 22.9K | $1.49M | $15.8K | Added$15.8K |
| Stratos Wealth Advisors, LLC | 22.7K | $1.47M | $15.7K | Added$16.3K |
| NBT BANK N A /NY | 22.7K | $1.47M | −$90.5K | Cut−$548.5K |
| Whipplewood Advisors, LLC | 22.3K | $1.44M | $15.2K | Added$31.4K |
| MML INVESTORS SERVICES, LLC | 22.2K | $1.43M | $15.3K | Cut−$316.1K |
| Private Advisor Group, LLC | 20.9K | $1.35M | $13.8K | Added$73K |
| Focus Partners Advisor Solutions, LLC | 20.5K | $1.33M | $14.1K | Cut−$21.2K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20.3K | $1.32M | $14K | Added$250 |
| RHS Financial, LLC | 19.7K | $1.28M | $13.6K | Cut−$343.9K |
| ASPIRIANT, LLC | 19.2K | $1.24M | $13.2K | Cut−$54.3K |
| Brio Consultants, LLC | 17.3K | $1.24M | $129.2K | Added$87.5K |
| JOHNSON INVESTMENT COUNSEL INC | 18.9K | $1.23M | $13.1K | Cut−$1.09M |
| Sanctuary Advisors, LLC | 18.9K | $1.23M | $12.9K | Added$25.2K |
| Dakota Wealth Management | 18.4K | $1.19M | $12.7K | Cut−$11.9K |
| Transamerica Financial Advisors, LLC | 18.3K | $1.18M | $4.56K | Added$764.3K |
| Opus Financial Solutions LLC | 17.7K | $1.14M | $11.8K | Added$51.8K |
| Investment Partners Asset Management, Inc. | 16.9K | $1.1M | $11.6K | Added$18.6K |
| SHUFRO ROSE & CO LLC | 16.9K | $1.09M | $11.3K | Added$41.8K |
| Aberdeen Wealth Management LLC | 16.8K | $1.09M | $11.6K | Added$11.6K |
| Shore Point Advisors, LLC | 16.7K | $1.08M | $11.5K | Added$3.46K |
| Asset Dedication, LLC | 16.5K | $1.07M | $11.4K | Added$778 |
| WCG Wealth Advisors LLC | 16.5K | $1.07M | $11.2K | Added$32.1K |
| Summit Financial, LLC | 16.3K | $1.05M | $11.2K | Added$10.5K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 15.1K | $975.2K | $8.92K | Added$146.7K |
| Tortoise Investment Management, LLC | 14.8K | $956.1K | $10.2K | Cut−$36.9K |
| STOCK YARDS BANK & TRUST CO | 14.7K | $951.5K | $10.1K | Added$10.1K |
| TPG Advisors LLC | 14.3K | $923.9K | $9.85K | Cut−$81.2K |
| Savant Capital, LLC | 14K | $908.3K | $9.64K | Added$9.77K |
| Atlas Legacy Advisors, LLC | 14K | $907.5K | $9.67K | Cut−$3.39K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 13.9K | $889.2K | −$2.36K | Added$43.7K |
| Strategic Blueprint, LLC | 13.6K | $879.1K | $9.34K | Cut−$308K |
| Snowden Capital Advisors LLC | 13.5K | $871.5K | $9.23K | Cut−$22.1K |
| Joel Isaacson & Co., LLC | 13.3K | $862.4K | $9.19K | Added$9.19K |
| Foster Group, Inc. | 13.2K | $851.7K | $9.08K | Cut−$29.8K |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 12.7K | $823.2K | $8.77K | Added$8.78K |
| SAGESPRING WEALTH PARTNERS, LLC | 12.7K | $822.7K | $8.75K | Added$3.75K |
| Composition Wealth, LLC | 12.3K | $798.3K | $8.53K | Cut−$6.97K |
| Armbruster Capital Management, Inc. | 12K | $778.4K | $8.3K | Added$8.3K |
| Bond & Devick Financial Network, Inc. | 11.9K | $768.2K | $8.19K | Added$8.19K |
| Cambridge Financial Group, LLC | 11.8K | $766.9K | $79.9K | Added$74.3K |
| MorganRosel Wealth Management, LLC | 11.8K | $764K | $8.14K | Cut−$115.8K |
| Perigon Wealth Management, LLC | 11.8K | $761.7K | $8.13K | Cut−$520.9K |
| WHITTIER TRUST CO | 11.7K | $758.1K | −$5.84K | Cut−$5.84K |
| ASSETMARK, INC | 11.7K | $757.9K | $8.08K | Cut−$183.6K |
| VestGen Advisors, LLC | 10.2K | $738.7K | — | New |
| JMG Financial Group, Ltd. | 11.3K | $730.3K | $7.79K | Added$7.79K |
| Bellwether Advisors, LLC | 11K | $713.4K | $7.61K | Cut−$1.61K |
| Rehmann Capital Advisory Group | 12.4K | $711.7K | −$85K | Cut−$97.5K |
| Beacon Pointe Advisors, LLC | 10.9K | $703.8K | $6.63K | Added$87.5K |
| PRINCIPAL SECURITIES, INC. | 10.8K | $701K | $7.47K | Cut−$45.6K |
| TWO SIGMA SECURITIES, LLC | 10.3K | $665.8K | $4.38K | Added$259.1K |
| OpenArc Corporate Advisory, LLC | 10K | $647.3K | $6.9K | Added$5.43K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 9.99K | $646.6K | $6.89K | Added$3.05K |
| Pallas Capital Advisors LLC | 9.91K | $641.8K | $6.84K | Added$5.3K |
| GLENMEDE TRUST CO NA | 9.87K | $638.6K | $6.81K | Cut−$47.1K |
| Corient Private Wealth LLC | 9.62K | $619.2K | $3.21K | Added$18K |
| MILLENNIUM MANAGEMENT LLC | 9.05K | $585.6K | $6.24K | Cut−$89K |
| HARBOUR INVESTMENTS, INC. | 8.87K | $574K | $6.13K | Cut−$19.4K |
| Orion Porfolio Solutions, LLC | 8.78K | $568K | $5.79K | Added$31.1K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 8.77K | $568K | $6.08K | Cut−$437.3K |
| Compound Planning, Inc. | 8.41K | $544.4K | $5.69K | Added$18.3K |
| GARRISON POINT ADVISORS, LLC | 8.28K | $536K | $5.02K | Added$70.1K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 8.24K | $533.3K | $5.68K | Added$4.08K |
| Neumann Capital Management, LLC | 8.24K | $533.1K | $5.68K | Added$5.68K |
| National Philanthropic Trust | 8.23K | $532.9K | $5.68K | Added$5.68K |
| Ameritas Investment Partners, Inc. | 8.22K | $532.4K | $5.66K | Cut−$2.16K |
| Farther Finance Advisors, LLC | 7.91K | $513.4K | $6.3K | Added$56.9K |
| EP Wealth Advisors, LLC | 7.82K | $506.1K | $5.37K | Cut−$906 |
| Godshalk Welsh Capital Management, Inc. | 7.8K | $504.9K | $5.38K | Added$5.38K |
| ASL Financial, LLC | 7.69K | $497.8K | $5.31K | Cut−$6.54K |
| Cherry Tree Wealth Management, LLC | 7.55K | $488.6K | $5.21K | Cut−$1K |
| MAGNOLIA CAPITAL ADVISORS LLC | 7.54K | $488.1K | $5.21K | Cut−$119.3K |
| Rinkey Investments | 6.96K | $450.7K | $4.8K | Added$4.68K |
| Aries Wealth Management | 6.89K | $445.8K | $4.75K | Added$4.75K |
| Pinnacle Financial Partners, Inc. | 6.58K | $426K | — | New |
| Arcus Capital Partners, LLC | 6.49K | $420.4K | $4.48K | Added$4.48K |
| Merit Financial Group, LLC | 6.39K | $413.5K | $3.35K | Added$101.8K |
| Endowment Wealth Management, Inc. | 6.36K | $411.9K | $4.41K | Added$3.77K |
| Lido Advisors, LLC | 6.33K | $410K | $5.59K | Added$4.63K |
| Mission Creek Capital Partners, Inc. | 6.31K | $408.6K | $4.36K | Cut−$45K |
| CWM, LLC | 6.3K | $408.1K | $407.7K | Added$407.6K |
| EWA, LLC | 6.29K | $407.5K | $3.8K | Added$54.8K |
| BridgePort Financial Solutions, LLC | 6.12K | $395.8K | $4.22K | Cut−$34.9K |
| IRON Financial LLC | 5.74K | $371.6K | $3.96K | Cut−$168.9K |
| WEBSTER BANK, N. A. | 5.67K | $367.1K | $3.91K | Added$3.91K |
| Onyx Bridge Wealth Group LLC | 5.65K | $366K | $2.3K | Added$153.1K |
| PARSONS CAPITAL MANAGEMENT INC/RI | 5.62K | $363.9K | $3.26K | Added$61.5K |
| D.A. DAVIDSON & CO. | 5.55K | $359.3K | $3.83K | Added$3.83K |
| Heck Capital Advisors, LLC | 5.55K | $359K | $3.83K | Cut−$1.3K |
| COFG Advisors, LLC | 5.45K | $352.8K | $3.75K | Added$4.79K |
| Morton Brown Family Wealth, LLC | 5.4K | $349.5K | $3.73K | Added$3.73K |
| Frontier Asset Management, LLC | 5.29K | $342.7K | $3.64K | Cut−$5.98M |
| JOHN G ULLMAN & ASSOCIATES INC | 5.2K | $336.6K | $3.59K | Cut−$2.82K |
| INSIGNEO ADVISORY SERVICES, LLC | 5.14K | $332.8K | $3.25K | Added$31.5K |
| O'ROURKE & COMPANY, Inc | 5.14K | $332.8K | $3.3K | Added$26.2K |
| TME FINANCIAL, INC. | 5.04K | $326.4K | $3.43K | Cut−$8.48K |
| Icahn Capital | 5.02K | $324.7K | $3.46K | Cut−$6.34K |
| Independent Advisor Alliance | 4.98K | $322.6K | — | New |
| Evanson Asset Management, LLC | 4.98K | $322.2K | $3.44K | Added$3.44K |
| Smith Partners Wealth Management, LLC | 4.95K | $320.2K | $2.97K | Added$43.2K |
| Aspen Wealth Management LLC | 4.82K | $311.8K | $3.32K | Added$3.32K |
| Roof Eidam Maycock Peralta, LLC | 4.8K | $311K | $3.32K | Added$3.32K |
| NorthRock Partners, LLC | 4.73K | $306.4K | — | New |
| NewEdge Advisors, LLC | 14.8K | $302.7K | −$645.1K | Cut−$1.18M |
| AVAII WEALTH MANAGEMENT, LLC | 4.61K | $298.3K | $3.18K | Added$3.18K |
| CUMBERLAND ADVISORS INC | 4.57K | $295.8K | $3.15K | Added$3.15K |
| RIK SAYLOR FINANCIAL, INC. | 4.55K | $294.2K | $3.15K | Added$2.89K |
| Venturi Wealth Management, LLC | 4.53K | $293.5K | $3.13K | Cut−$11.7K |
| CHOREO, LLC | 4.53K | $293.3K | $2.52K | Cut−$61.3K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 4.51K | $292.2K | $3.12K | Cut−$49K |
| Cypress Point Wealth Management, LLC | 4.46K | $288.7K | $3.08K | Added$3.08K |
| Wealthfront Advisers LLC | 4.45K | $287.8K | $2.37K | Added$67.7K |
| WHITTIER TRUST CO OF NEVADA INC | 4.38K | $284.1K | −$2.19K | Cut−$8.99K |
| Equitable Holdings, Inc. | 4.43K | $283.6K | $0 | Cut−$3.71K |
| US BANCORP \DE\ | 4.07K | $263.2K | $2.81K | Cut−$178.3K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4.05K | $261.9K | $2.72K | Added$9.32K |
| HighPoint Advisor Group LLC | 4.01K | $259.7K | $2.77K | Added$2.77K |
| Anchor Investment Management, LLC | 3.98K | $257.3K | $2.74K | Added$2.74K |
| Samalin Investment Counsel, LLC | 3.97K | $257K | $2.74K | Added$2.74K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 3.87K | $250.7K | $2.67K | Added$2.67K |
| Quantinno Capital Management LP | 3.85K | $249.2K | $2.66K | Cut−$69.1K |
| MMA ASSET MANAGEMENT LLC | 3.84K | $248.8K | $2.65K | Added$2.65K |
| Lantz Financial LLC | 3.84K | $248.4K | $2.65K | Cut−$362 |
| Destination Wealth Management | 3.78K | $244.5K | — | New |
| Bank of New York Mellon Corp | 3.74K | $242K | $2.6K | Cut−$28.7K |
| Caliber Wealth Management, LLC / KS | 3.73K | $241.4K | $2.57K | Added$2.57K |
| BANK OF MONTREAL /CAN/ | 3.72K | $240.9K | $2.21K | Added$35.4K |
| CITIZENS FINANCIAL GROUP INC/RI | 3.71K | $239.9K | $2.56K | Added$2.56K |
| Beacon Financial Advisory LLC | 3.64K | $235.9K | $2.51K | Cut−$3.83K |
| Summit Wealth Partners, LLC | 3.64K | $235.6K | $2.51K | Added$2.51K |
| BECKER CAPITAL MANAGEMENT INC | 3.63K | $234.8K | $2.5K | Added$2.5K |
| NAPLES GLOBAL ADVISORS, LLC | 3.6K | $232.8K | $2.48K | Added$2.48K |
| Signal Advisors Wealth, LLC | 3.59K | $232.4K | $2.44K | Added$7.62K |
| Sowell Financial Services LLC | 3.56K | $230.7K | $2.22K | Added$24.2K |
| American Money Management, LLC | 3.45K | $223.3K | — | New |
| Banco Santander, S.A. | 3.43K | $222.2K | $2.37K | Cut−$12.8M |
| Allworth Financial LP | 3.4K | $220.1K | $2.13K | Added$21.7K |
| Rare Wolf Capital LLC | 3.4K | $220K | $2.34K | Added$2.35K |
| Ballew Advisors, Inc | 3.22K | $218.4K | $5.93K | Added$5.93K |
| Richmond Investment Services, LLC | 3.27K | $211.7K | $2.24K | Added$3.79K |
| Gateway Wealth Partners, LLC | 3.22K | $208.6K | — | New |
| Milestone Asset Management Group, LLC | 3.16K | $204.3K | $2.18K | Added$2.18K |
| Strong Retirement Solutions LLC | 3.14K | $203.4K | $2.17K | Added$2.17K |
| Empirical Asset Management, LLC | 3.12K | $201.8K | — | New |
| Private Wealth Asset Management, LLC | 2.97K | $192.3K | $2.05K | Added$2.05K |
| Glass Jacobson Investment Advisors llc | 2.81K | $182.2K | $1.96K | Cut−$18.8K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2.57K | $181.1K | $10.5K | Added$76.1K |
| Advisory Services Network, LLC | 2.59K | $167.9K | — | New |
| Mascoma Wealth Management LLC | 2.4K | $155.3K | $1.66K | Added$1.66K |
| Federation des caisses Desjardins du Quebec | 2.37K | $153.3K | $1.48K | Added$9.82K |
| C M BIDWELL & ASSOCIATES LTD | 2.36K | $152.6K | $1.63K | Added$1.63K |
| Ancora Advisors LLC | 2.35K | $152K | $1.62K | Added$1.62K |
| BLAIR WILLIAM & CO/IL | 2.31K | $149.4K | $1.59K | Cut−$35.5K |
| Parkside Financial Bank & Trust | 2.02K | $131.1K | $1.4K | Added$53 |
| Measured Wealth Private Client Group, LLC | 1.85K | $119.8K | $1.28K | Cut−$4.17K |
| IFP Advisors, Inc | 1.84K | $119K | $1.27K | Added$1.33K |
| AE Wealth Management LLC | 1.68K | $108.8K | $1.16K | Cut−$3.07K |
| CLEAR INVESTMENT RESEARCH, LLC | 1.59K | $103.3K | — | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.5K | $97K | $128 | Added$85.1K |
| AdvisorNet Financial, Inc | 1.48K | $95.7K | $1.02K | Cut−$644 |
| FRANKLIN RESOURCES INC | 1.35K | $87.4K | $932 | Added$932 |
| TORONTO DOMINION BANK | 1.3K | $84.3K | — | New |
Who left
- JANE STREET GROUP, LLC$22.1M
- FOUNDATIONS INVESTMENT ADVISORS, LLC$2.59M
- NerdWallet Wealth Partners, LLC$1.75M
- CITIGROUP INC$1.39M
- AXXCESS WEALTH MANAGEMENT, LLC$843.8K
- Robertson Stephens Wealth Management, LLC$482.6K
- Envestnet Portfolio Solutions, Inc.$292.6K
- True Vision MN LLC$248.3K
- J.W. COLE ADVISORS, INC.$218.5K
- Compass Financial Group, Inc. (Ohio)$217.3K
- EXCHANGE TRADED CONCEPTS, LLC$138.1K
- Tacita Capital Inc$47.1K
- DEUTSCHE BANK AG\$44.1K
- Carolina Wealth Advisors, LLC$41.4K
- Bell Investment Advisors, Inc$21.7K
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.