Stock
Reported value
$5.89B
Holders
364
+54 new · −39 exited
Holders’ est. mark
−$121.3M
Price effect on 216 books still in the name
Largest holder
$872.2M
Fidelity
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 |
|---|---|---|---|---|
| Fidelity | 13.9M | $872.2M | −$20.3M | Cut−$20.2M |
| ROYAL BANK OF CANADA | 11.9M | $743.1M | −$8.1M | Added$387.6M |
| BlackRock, Inc. | 10.2M | $640.1M | −$14.9M | Cut−$60.8M |
| BANK OF AMERICA CORP /DE/ | 8.54M | $534.9M | −$11.1M | Added$47.6M |
| GOLDMAN SACHS GROUP INC | 8.23M | $515.5M | −$12M | Cut−$157.7M |
| TD Asset Management Inc | 5.67M | $355.2M | −$8.28M | Cut−$43.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.12M | $257.9M | −$6.01M | Cut−$19.6M |
| MORGAN STANLEY | 3.67M | $230M | −$5.31M | Cut−$3.1M |
| Fisher Asset Management, LLC | 3.41M | $213.8M | −$4.87M | Added$44.6K |
| UBS Group AG | 3.05M | $191M | −$1.85M | Added$109.8M |
| Allspring Global Investments Holdings, LLC | 1.83M | $114.8M | −$2.68M | Cut−$59.5M |
| AMERIPRISE FINANCIAL INC | 1M | $62.7M | −$1.16M | Added$13.6M |
| Allianz SE | 986.5K | $61.8M | −$1.4M | Added$411.4K |
| MATAURO, LLC | 900.1K | $56.4M | −$1.27M | Added$821.1K |
| WELLS FARGO & COMPANY/MN | 880.9K | $55.2M | −$1.21M | Added$2.05M |
| OSAIC HOLDINGS, INC. | 637.3K | $39.9M | −$909.7K | Cut−$14.2K |
| JPMORGAN CHASE & CO | 630.1K | $38M | −$2.36M | Cut−$7.45M |
| JANE STREET GROUP, LLC | 605.3K | $37.9M | — | New |
| LPL Financial LLC | 597.2K | $37.4M | −$827.9K | Added$1.06M |
| PGIM Custom Harvest LLC | 503.7K | $31.5M | −$711.3K | Added$318.7K |
| Naman Capital Ltda | 451.8K | $28.3M | −$665.6K | Cut−$665.6K |
| BANK OF MONTREAL /CAN/ | 433.6K | $27.2M | −$135.5K | Added$21.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 419.8K | $26.3M | −$7.33K | Added$26M |
| Vontobel Holding Ltd. | 406.4K | $25.5M | −$601.5K | Cut−$1.62M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 390.9K | $24.5M | −$96.9K | Added$20.2M |
| Kovitz Investment Group Partners, LLC | 387.5K | $24.3M | −$565.7K | Cut−$1.34M |
| Cetera Investment Advisers | 310.5K | $19.4M | −$228K | Added$9.43M |
| Evolution Wealth Advisors, LLC | 298.3K | $18.7M | −$424K | Added$79.4K |
| LMCG INVESTMENTS, LLC | 293.2K | $18.4M | −$326.4K | Added$4.03M |
| Dakota Wealth Management | 287K | $18M | −$400.7K | Added$385.6K |
| Karpus Management, Inc. | 280.3K | $17.6M | −$306.6K | Added$4.1M |
| ENVESTNET ASSET MANAGEMENT INC | 268.5K | $16.8M | −$324.2K | Added$2.58M |
| Goodman Financial Corp | 268.5K | $16.8M | −$389.3K | Cut−$260K |
| NATIONAL BANK OF CANADA /FI/ | 256K | $16M | −$435.1K | Cut−$581.3K |
| Bulltick Wealth Management, LLC | 245.1K | $15.3M | −$290.9K | Added$2.58M |
| Wallington Asset Management, LLC | 230.4K | $14.4M | −$336.4K | Cut−$869.2K |
| 1607 Capital Partners, LLC | 223.8K | $14M | −$326.7K | Cut−$17.5M |
| SYON CAPITAL LLC | 222.7K | $14M | −$317.6K | Added$9.94K |
| SEARCY FINANCIAL SERVICES INC /ADV | 215.6K | $13.5M | — | New |
| CONNABLE OFFICE INC | 210.3K | $13.2M | −$294.8K | Added$226.3K |
| CITIGROUP INC | 203.8K | $12.8M | −$227.4K | Added$2.78M |
| RAYMOND JAMES FINANCIAL INC | 202.6K | $12.7M | −$248.4K | Added$1.78M |
| Ascent Group, LLC | 174.1K | $10.9M | −$131.5K | Added$5.14M |
| SIMON QUICK ADVISORS, LLC | 153.2K | $9.6M | −$223.7K | Cut−$815.8K |
| Fiduciary Trust Co | 149.2K | $9.35M | −$217.9K | Cut−$880.6K |
| ACIMA PRIVATE WEALTH, LLC | 137.7K | $8.62M | −$201K | Cut−$332.9K |
| Corient Private Wealth LLC | 193K | $8.48M | −$3.85M | Cut−$3.78M |
| AMG National Trust Bank | 130.4K | $8.17M | −$190.3K | Cut−$241.6K |
| Sanctuary Advisors, LLC | 125.9K | $7.88M | −$183.2K | Cut−$161K |
| Compagnie Lombard Odier SCmA | 124K | $7.77M | −$156.5K | Added$898.9K |
| Bank Julius Baer & Co. Ltd, Zurich | 116K | $7.27M | −$171.7K | Cut−$849.5K |
| PNC Financial Services Group, Inc. | 110.3K | $6.91M | −$161.1K | Cut−$656.8K |
| Dorsey Wright & Associates | 107.8K | $6.75M | −$73.8K | Added$3.52M |
| MML INVESTORS SERVICES, LLC | 103.7K | $6.5M | −$151.5K | Cut−$323.1K |
| Prosperity Consulting Group, LLC | 103.1K | $6.46M | −$59.8K | Added$3.83M |
| Rathbones Group PLC | 103K | $6.45M | −$146.9K | Added$685 |
| BARINGS LLC | 99.4K | $6.23M | −$145.2K | Cut−$145.2K |
| Federation des caisses Desjardins du Quebec | 98.8K | $6.18M | −$146.5K | Cut−$2.4M |
| BFI Infinity Ltd. | 91.9K | $5.76M | −$133.5K | Cut−$103K |
| Y-Intercept (Hong Kong) Ltd | 90.3K | $5.65M | −$15.3K | Added$4.98M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 89.3K | $5.56M | −$180.7K | Cut−$1.02M |
| LCW Services, LLC | 87K | $5.45M | −$117.2K | Added$299.7K |
| SCOTIA CAPITAL INC. | 85.4K | $5.35M | −$124.7K | Cut−$525.8K |
| Madison Asset Management, LLC | 82.9K | $5.19M | −$121K | Cut−$10M |
| Finley Financial, LLC | 82.6K | $5.17M | −$120.3K | Cut−$111.9K |
| NOTTINGHAM ADVISORS, INC. | 79.2K | $4.96M | $474.4K | Added$530.3K |
| Prospera Financial Services Inc | 77.7K | $4.87M | — | New |
| Quantinno Capital Management LP | 77.3K | $4.84M | −$112.9K | Cut−$335K |
| HANCOCK WHITNEY CORP | 70.9K | $4.72M | $178.7K | Cut−$467.4K |
| Climber Capital SA | 86.2K | $4.63M | $65.6K | Added$65.6K |
| PETRA FINANCIAL ADVISORS INC | 73.7K | $4.62M | −$105.9K | Cut−$34.9K |
| Arrow Investment Advisors, LLC | 69.6K | $4.36M | −$98.2K | Added$49.8K |
| Pictet North America Advisors SA | 68.9K | $4.31M | −$99.2K | Cut−$42.8K |
| Rockefeller Capital Management L.P. | 66.2K | $4.15M | −$96.7K | Cut−$1.7M |
| MV CAPITAL MANAGEMENT, INC. | 64.4K | $4.04M | −$94.1K | Cut−$94.1K |
| TRUIST FINANCIAL CORP | 59.5K | $3.73M | −$72.4K | Added$548.7K |
| Russell Investments Group, Ltd. | 56.5K | $3.54M | −$78.9K | Added$75.7K |
| FRANKLIN RESOURCES INC | 56K | $3.51M | −$46.9K | Added$1.45M |
| MARSHALL WACE, LLP | 55.9K | $3.5M | — | New |
| Squarepoint Ops LLC | 52.4K | $3.28M | −$5.7K | Added$3.03M |
| Endowment Wealth Management, Inc. | 51.9K | $3.25M | −$73.2K | Added$38.9K |
| HighTower Advisors, LLC | 51.7K | $3.24M | −$73.4K | Added$8.94K |
| MassMutual Private Wealth & Trust, FSB | 51K | $3.19M | −$63.4K | Added$407.4K |
| Bleakley Financial Group, LLC | 48.5K | $3.04M | −$70.8K | Cut−$98.2K |
| STIFEL FINANCIAL CORP | 48.4K | $3.03M | −$65.2K | Added$172.7K |
| Csenge Advisory Group | 48.1K | $3.01M | −$14.6K | Added$2.37M |
| Financiere des Professionnels - Fonds d'investissement inc. | 46.5K | $2.91M | −$67.9K | Cut−$67.9K |
| INSIGNEO ADVISORY SERVICES, LLC | 42.5K | $2.66M | −$62.1K | Cut−$91.4K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 42.3K | $2.65M | — | New |
| BRASADA CAPITAL MANAGEMENT, LP | 41.2K | $2.62M | −$59.3K | Cut−$59.3K |
| Ameritas Advisory Services, LLC | 39.6K | $2.48M | −$40.4K | Added$711.5K |
| Blueprint Investment Partners LLC | 39.4K | $2.47M | −$57.5K | Cut−$57.5K |
| Blueprint Financial Advisors LLC | 39.4K | $2.47M | −$57.5K | Cut−$57.5K |
| Orion Porfolio Solutions, LLC | 37.7K | $2.36M | −$28.7K | Added$1.1M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 37.7K | $2.36M | — | New |
| Arkadios Wealth Advisors | 37.1K | $2.32M | −$12.8K | Added$1.76M |
| Mariner, LLC | 36.5K | $2.29M | −$53.3K | Cut−$218.7K |
| Cerity Partners LLC | 36.1K | $2.26M | −$24.3K | Added$1.19M |
| Hudson Portfolio Management LLC | 35.6K | $2.23M | −$51.9K | Cut−$47.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 33.5K | $2.11M | −$84.8K | Cut−$1.33M |
| HSBC HOLDINGS PLC | 33.7K | $2.11M | −$49.3K | Cut−$144.3K |
| Beacon Pointe Advisors, LLC | 32.7K | $2.05M | — | New |
| Western Wealth Management, LLC | 32.3K | $2.02M | — | New |
| Interchange Capital Partners, LLC | 36.3K | $1.93M | −$344.8K | Cut−$100.8K |
| IFP Advisors, Inc | 30K | $1.88M | −$14.3K | Added$1.25M |
| GTS SECURITIES LLC | 30K | $1.88M | — | New |
| Columbus Macro, LLC | 29.6K | $1.85M | −$43.2K | Cut−$42.8K |
| JONES FINANCIAL COMPANIES LLLP | 30.5K | $1.84M | −$97.4K | Added$216.8K |
| Farther Finance Advisors, LLC | 28.9K | $1.84M | −$7.44K | Added$1.01M |
| Ballew Advisors, Inc | 27.6K | $1.83M | $7.74K | Cut−$9.18K |
| Golden State Equity Partners | 29.1K | $1.82M | — | New |
| Transamerica Financial Advisors, LLC | 27.4K | $1.72M | −$40K | Cut−$201.5K |
| Mill Creek Capital Advisors, LLC | 27.4K | $1.71M | −$40K | Cut−$40K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 26.9K | $1.69M | −$5.6K | Added$1.44M |
| NewEdge Advisors, LLC | 10.8K | $1.64M | $951.4K | Cut−$722.4K |
| Community Bank, N.A. | 25.2K | $1.58M | −$37.1K | Cut−$113.4K |
| D. E. Shaw & Co., Inc. | 25.1K | $1.57M | — | New |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 25.1K | $1.57M | −$36.6K | Cut−$854.7K |
| NISA INVESTMENT ADVISORS, LLC | 25K | $1.57M | −$36.5K | Cut−$36.5K |
| Legacy Capital Group California, Inc. | 24.3K | $1.52M | −$35.5K | Cut−$68.5K |
| Garde Capital, Inc. | 24K | $1.5M | −$35K | Cut−$35K |
| Focus Partners Wealth | 23.9K | $1.5M | −$13.3K | Added$913.4K |
| FIFTH THIRD BANCORP | 23.4K | $1.47M | −$3.68K | Added$1.3M |
| Vivaldi Capital Management LP | 22.6K | $1.42M | −$33.1K | Cut−$33.1K |
| Sequoia Financial Advisors, LLC | 21.8K | $1.37M | −$30.4K | Added$34.6K |
| ACCESS FINANCIAL SERVICES, INC. | 21.2K | $1.33M | — | New |
| MMBG INVESTMENT ADVISORS CO. | 21.2K | $1.33M | −$31K | Cut−$31K |
| Conservest Capital Advisors, Inc. | 21.1K | $1.32M | −$30.8K | Cut−$421K |
| TRUE Private Wealth Advisors | 20.8K | $1.3M | −$30.4K | Cut−$279.1K |
| MILLENNIUM MANAGEMENT LLC | 20.8K | $1.3M | −$30.4K | Cut−$2.46M |
| PRINCIPAL SECURITIES, INC. | 20.7K | $1.3M | −$14.8K | Added$650.7K |
| Caitlin John, LLC | 20.6K | $1.29M | −$30.1K | Cut−$521.6K |
| Rehmann Capital Advisory Group | 20K | $1.25M | −$19.1K | Added$414.3K |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 18.5K | $1.16M | −$26.9K | Cut−$83.6K |
| Sentinel Advisory Group, LLC | 18.3K | $1.15M | — | Held |
| WBH ADVISORY INC | 17.6K | $1.12M | −$10.2K | Cut−$24.1K |
| BECKER CAPITAL MANAGEMENT INC | 17.7K | $1.11M | −$25.9K | Cut−$25.9K |
| Financial Management Professionals, Inc. | 17.3K | $1.08M | — | New |
| Sterling Investment Counsel, LLC | 16.9K | $1.06M | — | New |
| Quadrature Capital Ltd | 16.7K | $1.05M | −$22.8K | Added$45.7K |
| Carrera Capital Advisors | 16.2K | $1.01M | −$23.6K | Cut−$34.4K |
| Steward Partners Investment Advisory, LLC | 15.5K | $973.7K | −$22.7K | Cut−$24.4K |
| Avior Wealth Management, LLC | 15.4K | $963.4K | −$22.5K | Cut−$129.9K |
| Clearstead Advisors, LLC | 15.1K | $942.7K | −$77 | Added$939.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | 14.8K | $926.2K | −$21.6K | Cut−$1.22M |
| Creative Planning | 14.4K | $904.1K | −$21.1K | Cut−$26.1K |
| Summit Financial, LLC | 13.1K | $821.9K | −$7.86K | Added$477.5K |
| EFG International AG | 12.8K | $803.4K | −$18.9K | Cut−$23.6K |
| Ausdal Financial Partners, Inc. | 12.7K | $794.1K | −$10.6K | Added$328.1K |
| Private Wealth Advisors, LLC | 12.7K | $792.7K | −$18.5K | Cut−$90.6K |
| VestGen Advisors, LLC | 11.8K | $790.4K | — | New |
| OLD NATIONAL BANCORP /IN/ | 12.4K | $775.3K | −$15.6K | Added$90.6K |
| Wealthfront Advisers LLC | 11.7K | $733.7K | −$14.8K | Added$83K |
| LAFFER TENGLER INVESTMENTS, INC. | 11.2K | $703.8K | −$16.4K | Cut−$16.4K |
| Citadel | 11.2K | $701.6K | −$16.4K | Cut−$12.9M |
| Upper Left Wealth Management, LLC | 10.9K | $685.9K | −$13.9K | Added$76.6K |
| Banco Santander, S.A. | 10.9K | $685.7K | −$16K | Cut−$38.3K |
| Equitable Holdings, Inc. | 10.7K | $684.1K | −$1 | Added$30K |
| Brooklyn Investment Group | 10.9K | $682.7K | −$15.9K | Cut−$24.1K |
| VestGen Investment Management | 10.8K | $679.5K | −$13.2K | Added$100.6K |
| BLALOCK WILLIAMS, LLC | 10.3K | $643.3K | −$7.28K | Added$323.5K |
| BBR PARTNERS, LLC | 10.2K | $641.3K | −$14.9K | Cut−$14.9K |
| Bank of New York Mellon Corp | 10.2K | $640.4K | −$11.6K | Added$129.5K |
| TPG Financial Advisors, LLC | 10K | $626.3K | −$8.54K | Added$251.5K |
| Legacy Advisors, LLC | 10K | $626.1K | −$14.6K | Cut−$14.6K |
| Amundi | 9.92K | $621.6K | −$14.5K | Cut−$45.3K |
| AMJ Financial Wealth Management | 9.01K | $564.2K | −$13.2K | Cut−$25.8K |
| AXXCESS WEALTH MANAGEMENT, LLC | 8.64K | $541.5K | −$10.9K | Added$64.2K |
| Brown Miller Wealth Management, LLC | 8.64K | $541.5K | −$10.9K | Added$64.2K |
| World Investment Advisors | 8.3K | $519.9K | — | New |
| Waverly Advisors, LLC | 8.26K | $517.7K | −$11.6K | Added$7.61K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8.09K | $513.9K | −$4.69K | Cut−$153K |
| AWM CAPITAL, LLC | 8.18K | $512.2K | −$11.9K | Cut−$11.9K |
| COMPASS CAPITAL CORP /MA/ /ADV | 7.56K | $509.3K | −$5.2K | Added$68.3K |
| HARBOUR INVESTMENTS, INC. | 8.09K | $506.7K | −$9.94K | Added$77K |
| Balefire, LLC | 8.06K | $504.8K | −$10.2K | Added$55.8K |
| Advisory Services Network, LLC | 7.74K | $484.6K | −$6.76K | Added$187.9K |
| OpenArc Corporate Advisory, LLC | 7.65K | $479.1K | −$7.38K | Added$155.2K |
| Kestra Advisory Services, LLC | 7.55K | $472.9K | −$9.13K | Added$71.5K |
| Arax Advisory Partners | 7.42K | $464.5K | −$517 | Added$441.8K |
| Gibbs Wealth Management | 7.28K | $455.8K | −$14.9K | Added$157.2K |
| Beaumont Financial Advisors, LLC | 7.27K | $455.1K | −$10.6K | Cut−$17.4K |
| GUERRA PAN ADVISORS, LLC | 7.17K | $449.4K | −$10.5K | Cut−$13.7K |
| United Asset Strategies, Inc. | 7.01K | $439K | −$5.07K | Added$216.4K |
| Greykasell Wealth Strategies, Inc. | 6.7K | $419.9K | −$9.21K | Added$16.5K |
| Americana Partners, LLC | 6.65K | $416.3K | −$4.76K | Added$207.3K |
| MERCER GLOBAL ADVISORS INC /ADV | 6.53K | $409K | −$9.53K | Cut−$762.8K |
| Forthright Family Wealth Advisory LLC | 7.88K | $402.5K | — | New |
| Financial Alternatives, Inc | 6.4K | $400.9K | −$9.34K | Cut−$9.34K |
| HWG Holdings LP | 6.31K | $395K | −$9.21K | Cut−$9.21K |
| CAPTRUST FINANCIAL ADVISORS | 6.2K | $388.5K | −$9.06K | Cut−$9.05K |
| Savant Capital, LLC | 6.09K | $381.3K | −$8.8K | Cut−$5.04K |
| SEI INVESTMENTS CO | 6.06K | $379.7K | −$8.86K | Cut−$252.1K |
| CHOREO, LLC | 6.04K | $378.5K | −$10.2K | Added$9.47K |
| BLAIR WILLIAM & CO/IL | 5.92K | $371K | −$6.86K | Added$70.1K |
| Prossimo Advisors, LLC | 5.86K | $366.8K | — | New |
| GHP Investment Advisors, Inc. | 5.71K | $357.8K | −$8.34K | Cut−$8.34K |
| Joel Isaacson & Co., LLC | 5.5K | $344.4K | −$8.03K | Cut−$8.03K |
| SEEDS INVESTOR LLC | 4.95K | $335.1K | $12.3K | Added$116K |
| EXENCIAL WEALTH ADVISORS, LLC | 5.31K | $332.8K | — | New |
| LAZARD ASSET MANAGEMENT LLC | 5.26K | $329.3K | −$7.39K | Added$4.82K |
| Perigon Wealth Management, LLC | 5.25K | $329K | −$6.29K | Added$53.2K |
| Patriot Financial Group Insurance Agency, LLC | 5.17K | $323.7K | — | New |
| Strategic Blueprint, LLC | 5.12K | $320.8K | −$7.03K | Added$12.1K |
| ARRIEN INVESTMENTS, INC. | 5.11K | $320K | −$7.46K | Cut−$7.46K |
| Parcion Private Wealth LLC | 5.06K | $317K | −$7.39K | Cut−$7.39K |
| Gateway Wealth Partners, LLC | 5K | $313.2K | — | New |
| EVOKE WEALTH, LLC | 4.98K | $311.8K | −$6.55K | Added$24.4K |
| Apollon Wealth Management, LLC | 4.92K | $308.1K | −$6.91K | Added$4.8K |
| Private Advisor Group, LLC | 4.88K | $305.8K | −$7.13K | Cut−$27.1K |
| United Advisor Group, LLC | 4.88K | $305.4K | — | New |
| REGIONS FINANCIAL CORP | 4.87K | $305.1K | −$7.11K | Cut−$7.11K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 4.79K | $300K | −$6.99K | Cut−$10K |
| Point72 Asset Management, L.P. | 4.76K | $298.4K | −$6.95K | Cut−$350.2K |
| U.S. Capital Wealth Advisors, LLC | 4.74K | $296.8K | −$6.92K | Cut−$11.9K |
| CALTON & ASSOCIATES, INC. | 4.59K | $287.3K | −$5.27K | Added$55.7K |
| Retirement Planning Group, LLC | 4.57K | $286.1K | −$6.67K | Cut−$6.67K |
| Meridian Wealth Management, LLC | 4.56K | $285.9K | −$6.7K | Cut−$45K |
| Fortitude Advisory Group L.L.C. | 4.48K | $280.7K | — | New |
| SHARPEPOINT LLC | 4.44K | $278.1K | −$6.48K | Cut−$6.48K |
| Stone Summit Wealth LLC | 4.31K | $269.8K | −$6.29K | Cut−$10.1K |
| Merit Financial Group, LLC | 4.26K | $267.2K | — | New |
| Lido Advisors, LLC | 4.2K | $262.9K | $1.23K | Cut−$93.6K |
| Cardinal Point Capital Management ULC | 4.11K | $257.4K | −$6K | Cut−$6K |
| Vestmark Advisory Solutions, Inc. | 4.1K | $257K | — | New |
| ELEVATION POINT WEALTH PARTNERS, LLC | 4.1K | $257K | — | New |
| WHITE PINE CAPITAL LLC | 4.09K | $255.9K | −$5.97K | Cut−$5.97K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4.04K | $253.1K | −$5.9K | Cut−$69.1K |
| Boreal Capital Management LLC | 4K | $250.6K | −$5.84K | Cut−$5.84K |
| Hexagon Capital Partners LLC | 4K | $250.3K | — | New |
| Destiny Capital Corp/CO | 3.99K | $249.7K | — | New |
| Facet Wealth, Inc. | 3.83K | $240.2K | — | New |
| MONOGRAPH WEALTH ADVISORS, LLC | 3.8K | $238.2K | −$5.55K | Cut−$5.55K |
| Robertson Stephens Wealth Management, LLC | 3.75K | $234.7K | −$5.53K | Cut−$5.47K |
| BNP PARIBAS FINANCIAL MARKETS | 3.73K | $233.5K | −$3.82K | Added$65.7K |
| Parallel Advisors, LLC | 3.7K | $231.8K | −$5.4K | Cut−$7.77K |
| NORTHERN TRUST CORP | 3.65K | $228.4K | −$5.32K | Cut−$56.9K |
| Moss Adams Wealth Advisors LLC | 3.53K | $221.2K | −$5.16K | Cut−$139.4K |
| &PARTNERS | 3.51K | $220.1K | −$5.07K | Cut−$2.63K |
| Midwest Trust Co | 3.48K | $217.9K | −$5.08K | Cut−$5.08K |
| Union Bancaire Privee, UBP SA | 3.77K | $216.3K | −$13.8K | Cut−$13.8K |
| Integrated Wealth Concepts LLC | 3.4K | $213.2K | — | New |
| SummitTX Capital, L.P. | 3.4K | $213K | — | New |
| Balance Wealth, LLC | 3.39K | $212.4K | −$4.85K | Cut−$717 |
| Trivium Point Advisory, LLC | 3.36K | $210.7K | — | New |
| CWM, LLC | 3.35K | $209.9K | $29.1K | Added$209.9K |
| Addison Advisors LLC | 3.32K | $208K | −$4.85K | Cut−$10.9K |
| PUREfi Wealth, LLC | 3.3K | $207K | −$4.82K | Cut−$4.82K |
| Maridea Wealth Management LLC | 3.29K | $206.1K | — | New |
| MATTERN CAPITAL MANAGEMENT, LLC | 3.28K | $205.5K | −$4.79K | Cut−$4.79K |
Who left
- Provida Pension Fund Administrator$16M
- WESTWOOD HOLDINGS GROUP INC$11.6M
- Qube Research & Technologies Ltd$10.3M
- Ocean Park Asset Management, LLC$3.45M
- Logan Stone Capital, LLC$3.44M
- Graham Capital Management, L.P.$2.95M
- Collaborative Wealth Managment Inc.$1.48M
- TORONTO DOMINION BANK$1.39M
- BANK OF NOVA SCOTIA$1.24M
- RWA WEALTH PARTNERS, LLC$1.02M
- Quantum Portfolio Management LLC$959K
- Laidlaw Wealth Management LLC$768.2K
- BCI SECURITIES, INC.$727.5K
- Ashton Thomas Private Wealth, LLC$702.5K
- Fort Sheridan Advisors LLC$651.9K
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.