Stock
Reported value
$115.4B
Holders
2,262
+174 new · −96 exited
Holders’ est. mark
$3.38B
Price effect on 240 books still in the name
Largest holder
$15.3B
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Bridgewater0.4% · $93.7M
- Fidelity0.1% · $1.51B
- Renaissance Technologies0.0% · $15M
- Citadel0.0% · $76.9M
- Icahn Capital0.0% · $24M
- State Street0.0% · $297.4M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 219.9M | $15.3B | $438.3M | Added$3.69B |
| MORGAN STANLEY | 126.3M | $8.81B | $260.1M | Added$1.9B |
| WELLS FARGO & COMPANY/MN | 87.4M | $6.1B | $194.1M | Added$939.1M |
| ENVESTNET ASSET MANAGEMENT INC | 86.8M | $6.05B | $198.2M | Added$784.3M |
| Creative Planning | 77.7M | $5.42B | $193M | Added$289.1M |
| LPL Financial LLC | 52.2M | $3.64B | $132.1M | Added$116.7M |
| BlackRock, Inc. | 50.6M | $3.53B | $125M | Added$209.4M |
| JPMORGAN CHASE & CO | 45M | $3.03B | $4.5M | Cut−$194.9M |
| Wealthfront Advisers LLC | 40.7M | $2.84B | $98.4M | Added$223.3M |
| UBS Group AG | 37.6M | $2.63B | $36.4M | Added$1.66B |
| US BANCORP \DE\ | 29.5M | $2.06B | $73.2M | Added$114.3M |
| GOLDMAN SACHS GROUP INC | 26.3M | $1.84B | $66.6M | Cut−$88.6M |
| Fidelity | 21.6M | $1.51B | $54.6M | Cut−$14.6M |
| Bank of New York Mellon Corp | 20.8M | $1.45B | $40.7M | Added$371.5M |
| RAYMOND JAMES FINANCIAL INC | 19.9M | $1.39B | $49.5M | Added$74.2M |
| JONES FINANCIAL COMPANIES LLLP | 20.1M | $1.36B | $12.6M | Added$113.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19.4M | $1.36B | $46.4M | Added$123.3M |
| TIAA Wealth Investment Management LLC | 17.9M | $1.21B | — | Held |
| WIT, LLC | 16.2M | $1.13B | $41.1M | Added$33.2M |
| PNC Financial Services Group, Inc. | 15M | $1.05B | $34.8M | Added$123.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13.9M | $968.8M | $27.4M | Added$241.6M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 12.8M | $889.4M | — | Held |
| State of New Jersey Common Pension Fund D | 12.5M | $869M | $31.5M | Cut−$647.6M |
| TRUIST FINANCIAL CORP | 11.5M | $802.3M | $16.8M | Added$355.3M |
| CAPTRUST FINANCIAL ADVISORS | 10M | $699.4M | $24.1M | Added$58M |
| ASSETMARK, INC | 9.3M | $648.5M | $22.6M | Added$48.2M |
| M&T Bank Corp | 9.29M | $648M | $23.5M | Cut−$6.71M |
| SEI INVESTMENTS CO | 9.07M | $633M | $23M | Cut−$4.23M |
| BANK OF MONTREAL /CAN/ | 9.02M | $629.2M | $17.6M | Added$161M |
| OLD MISSION CAPITAL LLC | 8.92M | $622.2M | — | New |
| ROYAL BANK OF CANADA | 8.87M | $618.6M | $19.4M | Added$102.1M |
| Cetera Investment Advisers | 8.77M | $611.4M | $22.2M | Cut−$17.7M |
| Mariner, LLC | 8.7M | $606M | $20.3M | Added$45.4M |
| AMERIPRISE FINANCIAL INC | 7.93M | $552.6M | $17M | Added$98.6M |
| Retirement Systems of Alabama | 7.58M | $529M | $19.2M | Added$19.2M |
| Asset Management One Co., Ltd. | 7.18M | $501.1M | $17.8M | Added$27.8M |
| JANE STREET GROUP, LLC | 6.97M | $486.4M | $12.1M | Added$164.1M |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 6.87M | $479.4M | $7.82M | Added$271.7M |
| Jordan Park Group LLC | 6.81M | $472.9M | $15.2M | Added$14.1M |
| ALLIANCEBERNSTEIN L.P. | 6.95M | $467M | −$0 | Added$13.3M |
| Invesco Ltd. | 6.66M | $464.8M | $16.4M | Added$29M |
| Cerity Partners LLC | 6.28M | $438M | $13.3M | Added$82.5M |
| MML INVESTORS SERVICES, LLC | 6.22M | $434M | $15.7M | Cut−$56.1M |
| Envestnet Portfolio Solutions, Inc. | 5.9M | $411.6M | $14.9M | Cut−$449.1M |
| FIFTH THIRD BANCORP | 5.87M | $409.3M | $7.75M | Added$203.3M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 5.56M | $387.8M | $14.1M | Added$6.89M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 5.29M | $368.8M | $3.26M | Added$282.2M |
| CITIGROUP INC | 5.19M | $362.3M | $13.1M | Cut−$25.7M |
| STIFEL FINANCIAL CORP | 4.95M | $345.4M | $12.5M | Added$12.3M |
| FRANKLIN RESOURCES INC | 4.9M | $341.6M | $9.99M | Added$76.3M |
| Japan Science & Technology Agency | 4.62M | $322.3M | $7.72M | Added$117.2M |
| Steward Partners Investment Advisory, LLC | 4.51M | $314.6M | $8.31M | Added$93.7M |
| Ballentine Partners, LLC | 4.27M | $297.9M | $10.3M | Added$24.9M |
| State Street | 4.26M | $297.4M | $10.8M | Added$1.68M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.2M | $293.3M | $396.5K | Added$282.7M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 4.05M | $282.3M | $10.2M | Added$10.2M |
| KEYBANK NATIONAL ASSOCIATION/OH | 3.95M | $275.3M | $8.96M | Added$37.3M |
| Nationwide Fund Advisors | 3.8M | $265.2M | $9.62M | Cut−$9.76M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 3.72M | $259.4M | — | New |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3.61M | $251.8M | $9.13M | Cut−$5.1M |
| NORTHERN TRUST CORP | 3.59M | $250.5M | $7.34M | Added$55.6M |
| OSAIC HOLDINGS, INC. | 3.57M | $249.2M | $7.66M | Added$44.2M |
| CWM, LLC | 3.25M | $226.5M | $226.3M | Added$226.1M |
| HighTower Advisors, LLC | 3.19M | $222.7M | $7.59M | Added$21.1M |
| Stairway Partners, LLC | 3.18M | $221.9M | $8.03M | Added$8.52M |
| Matson Money. Inc. | 3.08M | $214.7M | $7.79M | Added$751.8K |
| Focus Partners Wealth | 3.06M | $213.6M | $7.8M | Added$25.9M |
| Valeo Financial Advisors, LLC | 2.96M | $206.2M | $7.41M | Added$9.28M |
| Haverford Trust Co | 2.95M | $205.6M | $7.29M | Added$11.9M |
| Mirae Asset Global Investments Co., Ltd. | 2.93M | $204.5M | $6.23M | Added$39.1M |
| Choate Investment Advisors | 2.82M | $196.7M | $95.6K | Added$194.1M |
| DEUTSCHE BANK AG\ | 2.66M | $185.5M | $6.46M | Added$13.8M |
| EVERGREEN CAPITAL MANAGEMENT LLC | 2.64M | $184.3M | $4.07M | Added$76.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.62M | $182.6M | $6.62M | Cut−$7.43M |
| Dynasty Wealth Management, LLC | 2.6M | $181.1M | $6.57M | Cut−$272M |
| Investure, LLC | 2.59M | $180.5M | $1.61M | Added$137.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 2.52M | $175.8M | $6.38M | Added$4.68M |
| Mill Creek Capital Advisors, LLC | 2.51M | $175M | $6.05M | Added$14.1M |
| Baird Financial Group, Inc. | 2.43M | $169.7M | $6.11M | Added$7.46M |
| MERCER GLOBAL ADVISORS INC /ADV | 2.42M | $168.6M | $5.89M | Added$12M |
| MAI Capital Management | 2.36M | $164.5M | $5.73M | Added$12.4M |
| Blue Trust, Inc. | 2.35M | $163.9M | $5.94M | Cut−$1.79M |
| Alesco Advisors LLC | 2.31M | $161.4M | $5.86M | Added$2.48M |
| Hirtle Callaghan & Co LLC | 2.28M | $158.9M | $5.76M | Added$5.6M |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 2.26M | $157.8M | $5.72M | Added$5.13M |
| Nuveen, LLC | 2.19M | $152.9M | $5.36M | Added$10.5M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2.19M | $152.6M | $5.35M | Added$10.4M |
| Balentine LLC | 2.17M | $151.6M | $5.5M | Added$3.1M |
| NEUBERGER BERMAN GROUP LLC | 2.12M | $148M | $3.12M | Added$64.9M |
| Hackensack Meridian Health, Inc. | 2.12M | $147.5M | $5.35M | Added$645.5K |
| Connecticut Wealth Management, LLC | 2.04M | $142.4M | $1.9M | Added$91.9M |
| &PARTNERS | 1.98M | $138.5M | $2.37M | Added$77.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.98M | $138.4M | $4.91M | Added$7.91M |
| Corient Private Wealth LLC | 2M | $135.9M | $1.28M | Added$1.42M |
| University of Pittsburgh - Of the Commonwealth System of Higher Education | 1.93M | $134.9M | $4.89M | Added$4.89M |
| Merit Financial Group, LLC | 1.88M | $131M | $4.75M | Cut−$42.7M |
| JB Capital LLC | 1.87M | $130.5M | $4.74M | Cut−$18.7M |
| Rockefeller Capital Management L.P. | 1.87M | $130.4M | $4M | Added$24.3M |
| Federation des caisses Desjardins du Quebec | 1.86M | $129.8M | $4.71M | Cut−$27.4M |
| Quotient Wealth Partners, LLC | 1.85M | $129.2M | $4.68M | Cut−$2.61M |
| Sanctuary Advisors, LLC | 1.81M | $126M | $4.57M | Cut−$3.1M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.8M | $125.7M | $4.33M | Added$10.6M |
| Cerity Partners OCIO LLC | 1.73M | $121M | $3.7M | Added$22.6M |
| Elm Partners Management LLC | 1.79M | $120.6M | $148.4K | Added$20.8M |
| Wealthspire Advisors, LLC | 1.69M | $117.7M | $4.27M | Added$3.76M |
| Robertson Stephens Wealth Management, LLC | 1.69M | $117.6M | $3.52M | Added$24.1M |
| CITIZENS FINANCIAL GROUP INC/RI | 1.66M | $116M | $3.87M | Added$13.2M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 1.64M | $114.5M | $4.15M | Cut−$28.7M |
| LINCOLN NATIONAL CORP | 1.64M | $114.2M | $2.7M | Added$42.3M |
| J. Safra Sarasin Holding AG | 1.59M | $110.6M | $3.91M | Added$6.53M |
| Stratos Wealth Partners, LTD. | 1.57M | $109.2M | $3.8M | Added$8.2M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.57M | $109.1M | −$1.54M | Cut−$17.6M |
| Pathstone Holdings, LLC | 1.56M | $109M | $3.43M | Added$17.8M |
| Members Trust Co | 1.54M | $107.7M | $3.91M | Cut−$34.9M |
| Farther Finance Advisors, LLC | 1.51M | $106.1M | $3.91M | Added$20.1M |
| Meeder Advisory Services, Inc. | 1.49M | $103.6M | $3.5M | Added$10.6M |
| SigFig Wealth Management, LLC | 1.44M | $100.5M | $3.59M | Added$3.65M |
| Destination Wealth Management | 1.41M | $98.3M | $3.25M | Added$11.8M |
| BROWN ADVISORY INC | 1.39M | $97.1M | $2.84M | Added$21.7M |
| Bleakley Financial Group, LLC | 1.39M | $96.8M | $3M | Added$17.1M |
| Alaska Permanent Capital Management, LLC | 1.37M | $94.9M | $2.11M | Added$18.4M |
| Modera Wealth Management, LLC | 1.35M | $94.4M | $3.42M | Added$2.54M |
| Bridgewater | 1.34M | $93.7M | $3.22M | Added$8.19M |
| Retirement Investment Advisors, Inc. | 1.38M | $93.1M | $0 | Added$125.2K |
| AE Wealth Management LLC | 1.3M | $90.4M | $3.28M | Cut−$25.2M |
| Atria Investments, Inc | 1.28M | $89M | $3.23M | Cut−$5.4M |
| Wharton Business Group, LLC | 1.23M | $85.7M | $3.11M | Added$1.98M |
| Gotham Asset Management, LLC | 1.23M | $85.6M | $2.56M | Added$17.5M |
| Venturi Wealth Management, LLC | 1.22M | $85.4M | $3.1M | Cut−$31.9M |
| Vident Advisory, LLC | 1.22M | $85M | $1.45M | Added$46.5M |
| Beacon Pointe Advisors, LLC | 1.22M | $84.9M | $1.04M | Added$57.3M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 1.21M | $84.3M | $22.1K | Added$83.8M |
| MIDLAND WEALTH ADVISORS, LLC | 1.2M | $83.6M | $2.35M | Added$21.2M |
| MCF Advisors LLC | 1.19M | $83.1M | $3M | Added$3.35M |
| Cresset Asset Management, LLC | 1.16M | $81.2M | $2.72M | Added$8.59M |
| WHITTIER TRUST CO OF NEVADA INC | 1.15M | $80.9M | −$99.3K | Added$3.46M |
| Allspring Global Investments Holdings, LLC | 1.14M | $80.4M | $1.46M | Cut−$5.81M |
| CHOREO, LLC | 1.15M | $79.9M | $2.57M | Added$6.44M |
| Myriad Asset Management Advisors LLC | 1.14M | $79.6M | $1.3M | Added$45.2M |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 1.14M | $79.5M | $2.11M | Added$23.5M |
| RiverFront Investment Group, LLC | 1.12M | $78.3M | $2.57M | Added$9.94M |
| Passaic Partners LLC | 1.12M | $78.3M | $2.84M | Cut−$41M |
| Brookstone Capital Management | 1.12M | $78.2M | $2.84M | Cut−$277.3K |
| Fusion Family Wealth, LLC | 1.12M | $77.9M | $2.83M | Added$397.1K |
| Horizon Investments, LLC | 1.11M | $77.4M | $2.66M | Added$6.81M |
| Integrated Wealth Concepts LLC | 1.11M | $77.2M | $2.17M | Added$19.6M |
| Citadel | 1.1M | $76.9M | — | New |
| DRW Securities, LLC | 1.09M | $76.2M | — | New |
| National Philanthropic Trust | 1.09M | $76.1M | $2.76M | Added$2.61M |
| ASPIRIANT, LLC | 1.07M | $74.8M | $2.66M | Added$4.02M |
| TD PRIVATE CLIENT WEALTH LLC | 1.06M | $74M | $2.14M | Added$17.2M |
| WHITTIER TRUST CO | 1.05M | $73.5M | −$81K | Added$10.3M |
| NISA INVESTMENT ADVISORS, LLC | 1.04M | $72.5M | $2.63M | Added$2.63M |
| CONNABLE OFFICE INC | 1.04M | $72.4M | $2.17M | Added$14.7M |
| REGIONS FINANCIAL CORP | 1.03M | $71.7M | $2.5M | Added$5.33M |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 1.02M | $71.1M | $2.51M | Added$4.4M |
| Heritage Wealth Advisors | 1M | $70M | $2.27M | Added$9.7M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 988.6K | $69M | $1.89M | Added$18.6M |
| Wedmont Private Capital | 896.1K | $66.4M | $3.79M | Added$5.98M |
| NorthRock Partners, LLC | 945.6K | $66M | $2.15M | Added$8.84M |
| First Command Advisory Services, Inc. | 942K | $65.7M | $1.21M | Added$33.6M |
| Focus Partners Advisor Solutions, LLC | 920.4K | $64.2M | $2.29M | Added$1.06M |
| JANUS HENDERSON GROUP PLC | 912.6K | $63.7M | — | New |
| Orion Porfolio Solutions, LLC | 910.9K | $63.5M | $2.3M | Cut−$2.57M |
| GREENLEAF TRUST | 907.4K | $63.3M | $2.27M | Added$3.11M |
| RITHOLTZ WEALTH MANAGEMENT | 903.4K | $63M | $2.22M | Added$3.98M |
| Prime Capital Investment Advisors, LLC | 898.4K | $62.7M | $475K | Added$50M |
| Quent Capital, LLC | 896.9K | $62.6M | $2.23M | Added$3.31M |
| 49 WEALTH MANAGEMENT, LLC | 885.7K | $61.8M | $2.03M | Added$7.76M |
| Private Wealth Asset Management, LLC | 864.8K | $60.3M | $2.19M | Cut−$1.66M |
| Pictet Asset Management Holding SA | 885.4K | $59.6M | $88.5K | Cut−$6.88M |
| Texas Capital Bank Wealth Management Services Inc | 839.8K | $58.6M | $1.44M | Added$20.2M |
| EXCHANGE TRADED CONCEPTS, LLC | 837.5K | $58.4M | $2.08M | Added$3.19M |
| TIAA TRUST, NATIONAL ASSOCIATION | 820.5K | $57.2M | $1.99M | Cut−$2.13B |
| Vestmark Advisory Solutions, Inc. | 818.4K | $57.1M | $1.92M | Added$6.18M |
| Parkside Investments, LLC | 817.6K | $57M | $1.76M | Added$10.3M |
| PRINCIPAL SECURITIES, INC. | 803.5K | $56M | $2.03M | Added$1.34M |
| FORM Wealth Advisors, LLC | 800.5K | $55.8M | $1.37M | Added$19.5M |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 709.8K | $55.8M | $6.53M | Added$17.2M |
| COMMERCE BANK | 784K | $54.7M | $1.57M | Added$13.1M |
| FIRST FOUNDATION ADVISORS | 772.6K | $53.9M | $1.64M | Added$10.4M |
| Icon Wealth Advisors, LLC | 696.6K | $53.6M | $6.79M | Added$3.84M |
| Private Advisor Group, LLC | 766.8K | $53.5M | $1.94M | Added$1.52M |
| Octavia Wealth Advisors, LLC | 760.7K | $53.1M | $1.92M | Added$843.8K |
| TFC Financial Management, Inc. | 756K | $52.7M | $1.91M | Added$944.9K |
| VICTORY CAPITAL MANAGEMENT INC | 745.4K | $52M | $1.89M | Cut−$49.2M |
| Savant Capital, LLC | 726.2K | $50.7M | $1.73M | Added$4.59M |
| OpenArc Corporate Advisory, LLC | 711.3K | $49.6M | $1.8M | Cut−$149.5M |
| Pacific Life Fund Advisors LLC | 710.7K | $49.6M | $1.66M | Added$5.38M |
| HSBC HOLDINGS PLC | 708.7K | $49.4M | $1.65M | Added$5.71M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 707.5K | $49.3M | — | New |
| Chan Zuckerberg Initiative, LLC | 706K | $49.2M | $1.79M | Cut−$2.67M |
| MAKENA CAPITAL MANAGEMENT LLC | 692.1K | $48.3M | $1.46M | Added$9.38M |
| Sompo Asset Management Co., Ltd. | 668.1K | $46.6M | $1.67M | Added$2.22M |
| SYON CAPITAL LLC | 664.8K | $46.4M | $1.35M | Added$10.6M |
| AlphaCore Capital LLC | 658.4K | $45.9M | $1.48M | Added$6.65M |
| MBL Wealth, LLC | 656.1K | $45.8M | $1.62M | Added$2.79M |
| Financial Synergies Wealth Advisors, Inc. | 654.4K | $45.6M | $1.66M | Added$733.8K |
| Kestra Advisory Services, LLC | 649.1K | $45.3M | $1.1M | Added$16M |
| Aaron Wealth Advisors LLC | 642.2K | $44.8M | $1.36M | Added$8.56M |
| Schneider Downs Wealth Management Advisors, LP | 641.6K | $44.8M | $1.57M | Added$3.08M |
| Santa Clara Valley Transportation Authority | 631.1K | $44M | $1.58M | Added$2.01M |
| MPS Loria Financial Planners, LLC | 630K | $43.9M | $1.59M | Cut−$1.52M |
| Ironwood Wealth Management, LLC. | 629.3K | $43.9M | $1.58M | Added$1.99M |
| Heck Capital Advisors, LLC | 623.4K | $43.5M | $1.58M | Cut−$10.5M |
| Concurrent Investment Advisors, LLC | 618.5K | $43.1M | $1.2M | Added$11.2M |
| MONEY CONCEPTS CAPITAL CORP | 618.1K | $43.1M | — | New |
| Independent Advisor Alliance | 612.2K | $42.7M | $33.4K | Added$41.8M |
| GenTrust, LLC | 612.1K | $42.7M | $1.55M | Added$868.5K |
| Rakuten Investment Management, Inc. | 647.4K | $42.5M | $0 | Added$21.3M |
| SIGNATUREFD, LLC | 604K | $42.1M | $1.53M | Added$1.14M |
| SCS Capital Management LLC | 601.7K | $42M | $1.46M | Added$3.1M |
| Wescott Financial Advisory Group, LLC | 600.7K | $41.9M | $1.52M | Added$1.14M |
| CHAI TRUST CO LLC | 594.5K | $41.5M | $1.5M | Added$1.5M |
| FIRST CITIZENS BANK & TRUST CO | 593.6K | $41.4M | $1.5M | Added$340.1K |
| Equitable Holdings, Inc. | 607.5K | $40.8M | $2.02K | Added$2.36M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 584.3K | $40.8M | $1.48M | Cut−$273.4K |
| Magnus Financial Group LLC | 579.4K | $40.4M | $1.42M | Added$2.59M |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 572.9K | $40M | $1.45M | Added$1.52M |
| Trek Financial, LLC | 556.5K | $38.8M | $1.41M | Cut−$3.97M |
| Pure Financial Advisors, LLC | 555.8K | $38.8M | $1.32M | Added$3.65M |
| Wellspring Financial Advisors, LLC | 874K | $38.6M | $2.59M | Added$7.52M |
| Lido Advisors, LLC | 551K | $38.4M | $1.69M | Cut−$18.8M |
| Archford Capital Strategies, LLC | 547.9K | $38.2M | $1.01M | Added$11.4M |
| BLB&B Advisors, LLC | 546.1K | $38.1M | $1.38M | Added$966.8K |
| EXENCIAL WEALTH ADVISORS, LLC | 545.7K | $38.1M | $1.32M | Added$3.12M |
| Shepherd Financial Partners LLC | 538.9K | $37.6M | $1.36M | Cut−$1.59M |
| Alaska Wealth Advisors, LLC | 538.8K | $37.6M | $1.22M | Added$5.15M |
| WealthPlan Investment Management, LLC | 531.5K | $37.1M | $961.7K | Added$11.5M |
| Strategic Investment Advisors / MI | 527.8K | $36.8M | $1.18M | Added$5.73M |
| UMB Bank, n.a. | 527.1K | $36.8M | $947.3K | Added$11.6M |
| Pathway Financial Advisors LLC | 527.6K | $36.7M | −$320K | Added$3.15M |
| FIRST FINANCIAL BANK - TRUST DIVISION | 512.8K | $35.8M | $1.19M | Added$4.1M |
| Brand Asset Management Group, Inc. | 507.8K | $35.4M | $1.28M | Added$972.7K |
| Trustees of Dartmouth College | 502.5K | $35M | $1.27M | Cut−$15M |
| Fifth Third Wealth Advisors LLC | 498.9K | $34.8M | $1.11M | Added$5.2M |
| SAGESPRING WEALTH PARTNERS, LLC | 486.1K | $33.9M | $5.23M | Cut−$108.4M |
| Financial Management Professionals, Inc. | 485.2K | $33.8M | $1.23M | Added$550.3K |
| Klingman & Associates, LLC | 484.1K | $33.8M | $1.17M | Added$2.8M |
| WELLINGTON MANAGEMENT GROUP LLP | 480.2K | $33.5M | $969.3K | Added$7.74M |
| BROWN BROTHERS HARRIMAN & CO | 478.6K | $33.4M | $286.2K | Added$25.8M |
| Sumitomo Mitsui Trust Group, Inc. | 475.1K | $33.1M | $1.2M | Added$1.31M |
| Capital Planning Advisors, LLC | 471.3K | $32.9M | $1.16M | Added$1.93M |
| Daiwa Securities Group Inc. | 469.5K | $32.7M | $27.2M | Added$32.7M |
| Foster Group, Inc. | 466.7K | $32.6M | $1.18M | Added$546.6K |
| Sterling Capital Management LLC | 459.4K | $32M | $1.16M | Cut−$386.1K |
| LMCG INVESTMENTS, LLC | 458.8K | $32M | $1.15M | Added$1.35M |
| Disciplina Capital Management LLC | 458K | $31.9M | $971.4K | Added$6.13M |
| OneDigital Investment Advisors LLC | 457.4K | $31.9M | $913.5K | Added$7.63M |
| Nan Shan Life Insurance Co., Ltd. | 456.5K | $31.8M | — | New |
Who left
- NewEdge Advisors, LLC$162.9M
- PANAGORA ASSET MANAGEMENT INC$19.6M
- LOOMIS SAYLES & CO L P$13.8M
- AXXCESS WEALTH MANAGEMENT, LLC$12.4M
- BANK OF NOVA SCOTIA$10.8M
- Generali Investments CEE, investicni spolecnost, a.s.$9.27M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$5.22M
- Coppell Advisory Solutions LLC$3.38M
- Chatterton & Associates Inc.$2.25M
- WealthTrak Capital Management LLC$2.21M
- Edgestream Partners, L.P.$2M
- F/m Investments LLC$1.95M
- Navis Wealth Advisors, LLC$1.94M
- LVZ, Inc.$1.73M
- Headlands Technologies LLC$1.68M
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.