Stock
Reported value
$13.6B
Holders
920
+108 new · −50 exited
Holders’ est. mark
$705.4M
Price effect on 232 books still in the name
Largest holder
$2.33B
GOLDMAN SACHS GROUP INC
Notable conviction
Share of each notable manager’s 13F book.
- Bridgewater0.4% · $84.3M
- Soros Fund Management0.3% · $27.9M
- Icahn Capital0.0% · $1.81M
- Fidelity0.0% · $3.24M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 29.7M | $2.33B | $1.25M | Added$2.32B |
| BANK OF AMERICA CORP /DE/ | 13.7M | $1.08B | $79.9M | Added$104M |
| NORTHERN TRUST CORP | 7.37M | $579.9M | $42.9M | Added$58.6M |
| Bank of New York Mellon Corp | 5.46M | $429.3M | $32.6M | Cut−$9.23M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5.14M | $404.5M | $28.3M | Added$60.7M |
| MORGAN STANLEY | 4.34M | $341.7M | $23.5M | Added$56.5M |
| AMERIPRISE FINANCIAL INC | 3.95M | $310.6M | $20.3M | Added$61.5M |
| Richard Bernstein Advisors LLC | 3.4M | $267.5M | $16.2M | Added$70.8M |
| BlackRock, Inc. | 3.33M | $261.9M | $17.9M | Added$44.4M |
| LPL Financial LLC | 3.2M | $251.3M | $14.3M | Added$77.9M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 3M | $236.3M | $18M | Cut−$3.93M |
| Cullen/Frost Bankers, Inc. | 2.56M | $201.6M | $15.3M | Added$15.9M |
| JPMORGAN CHASE & CO | 2.62M | $198.1M | $6.68M | Added$28.3M |
| Facet Wealth, Inc. | 2.18M | $171.1M | −$6.78M | Added$6.52M |
| WELLS FARGO & COMPANY/MN | 2.1M | $165.1M | $11.6M | Added$24.3M |
| UBS Group AG | 2.1M | $164.8M | $9.87M | Added$44.8M |
| Invesco Ltd. | 2.07M | $163M | $12.4M | Added$6.72M |
| ENVESTNET ASSET MANAGEMENT INC | 2.06M | $161.8M | $9M | Added$52.4M |
| US BANCORP \DE\ | 1.94M | $152.8M | $9.71M | Added$34.8M |
| CENTRAL TRUST Co | 1.89M | $148.7M | $10.9M | Added$16M |
| Valmark Advisers, Inc. | 1.8M | $141.2M | $10.5M | Added$13.5M |
| Russell Investments Group, Ltd. | 1.53M | $120.4M | $8.35M | Added$18.9M |
| STIFEL FINANCIAL CORP | 1.51M | $118.7M | $8.03M | Added$21.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.5M | $118M | $1.2M | Added$103.4M |
| Johns Hopkins University | 1.42M | $112M | $8.51M | Added$8.51M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1.33M | $100.5M | $3.73M | Cut−$36.7M |
| EASTERN BANK | 1.27M | $100.1M | $7.61M | Cut−$1.18M |
| HighTower Advisors, LLC | 1.15M | $90.3M | $6.78M | Added$7.95M |
| Bridgewater | 1.07M | $84.3M | — | New |
| Avidian Wealth Enterprises, LLC | 1.06M | $83.3M | $5.79M | Added$12.9M |
| RAYMOND JAMES FINANCIAL INC | 1.03M | $80.7M | $5.17M | Added$17.9M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1.02M | $80.4M | $6.11M | Cut−$3.57M |
| Composition Wealth, LLC | 956.1K | $75.2M | $5.72M | Added$308.4K |
| RiverFront Investment Group, LLC | 935.1K | $73.6M | $4.92M | Added$13.7M |
| ROYAL BANK OF CANADA | 905.1K | $71.2M | $4.95M | Added$11.1M |
| JANUS HENDERSON GROUP PLC | 871K | $68.5M | — | New |
| Creative Planning | 805.8K | $63.4M | $4.73M | Added$5.93M |
| Mariner, LLC | 796.8K | $62.7M | $4.55M | Added$7.43M |
| 1ST SOURCE BANK | 787.8K | $62M | $4.32M | Added$9.43M |
| Artemis Wealth Advisors, LLC | 783.3K | $61.6M | $2.47M | Added$31.6M |
| STATE OF WISCONSIN INVESTMENT BOARD | 761.2K | $59.9M | $4.55M | Added$4.55M |
| Vident Advisory, LLC | 747.9K | $58.8M | $2.87M | Added$24M |
| Myriad Asset Management Advisors LLC | 744.4K | $58.6M | $2.86M | Added$23.8M |
| HANCOCK WHITNEY CORP | 641.6K | $58.4M | $11.7M | Added$10.1M |
| EVOKE WEALTH, LLC | 727.2K | $57.2M | $4.34M | Added$4.44M |
| Hughes Financial Services, LLC | 720.8K | $56.7M | $4.24M | Added$5.11M |
| COMMONWEALTH EQUITY SERVICES, LLC | 660.8K | $52M | $3.82M | Added$5.56M |
| ANDERSON HOAGLAND & CO | 649.7K | $51.1M | $3.69M | Added$6.25M |
| Aprio Wealth Management, LLC | 644.7K | $50.7M | $3.86M | Added$2.36M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 634.2K | $49.9M | — | Held |
| Farther Finance Advisors, LLC | 597.9K | $47.6M | $3.51M | Added$10.3M |
| TRUE Private Wealth Advisors | 595.5K | $46.8M | $3.49M | Added$4.37M |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 573K | $45.1M | $3.43M | Cut−$6.21M |
| Integrated Wealth Concepts LLC | 567.4K | $44.6M | $2.22M | Added$17.7M |
| PNC Financial Services Group, Inc. | 557K | $43.8M | $3.31M | Added$3.57M |
| Focus Partners Wealth | 543.8K | $42.8M | $3.25M | Added$2.27M |
| Clearwater Capital Advisors, LLC | 521.9K | $41.1M | $2.87M | Added$6.21M |
| Advocacy Wealth Management, LLC | 516.6K | $40.6M | $3.09M | Cut−$189.3K |
| Baird Financial Group, Inc. | 510.9K | $40.2M | $2.98M | Added$3.96M |
| Legacy Edge Advisors, LLC | 497.1K | $39.1M | $2.82M | Added$4.82M |
| OPPENHEIMER ASSET MANAGEMENT INC. | 489.9K | $38.5M | $2.92M | Added$3.01M |
| PRUDENTIAL PLC | 472.5K | $37.2M | $2.83M | Cut−$49M |
| Cetera Investment Advisers | 472.1K | $37.1M | $2.57M | Added$5.94M |
| MARSHALL WACE, LLP | 467.1K | $36.7M | $73.8K | Added$35.8M |
| Crestwood Advisors Group, LLC | 465.2K | $36.6M | $2.74M | Added$3.22M |
| CAPTRUST FINANCIAL ADVISORS | 451.1K | $35.5M | $2.68M | Added$2.74M |
| Sanctuary Advisors, LLC | 385.1K | $30.3M | $2.12M | Added$4.58M |
| Tradition Wealth Management, LLC | 378.1K | $29.7M | $1.84M | Added$7.42M |
| OSAIC HOLDINGS, INC. | 369K | $29M | $2.2M | Cut−$9.54M |
| Legacy Financial Group LLC | 367.1K | $28.9M | −$539.6K | Cut−$4.18M |
| NOMURA ASSET MANAGEMENT CO LTD | 365.2K | $28.7M | $2.18M | Added$483.2K |
| Proficio Capital Partners LLC | 363.7K | $28.6M | — | New |
| OAKWORTH CAPITAL, INC. | 359.5K | $28.3M | — | New |
| Soros Fund Management | 354.7K | $27.9M | $2.12M | Added$2.12M |
| World Investment Advisors | 351.3K | $27.6M | $1.34M | Added$11.3M |
| Curi Capital, LLC | 350.4K | $27.6M | $2.1M | Cut−$1.13M |
| Cardinal Strategic Wealth Guidance | 339K | $26.7M | $2.03M | Added$2.05M |
| ELEVATION POINT WEALTH PARTNERS, LLC | 336.7K | $26.5M | $857.8K | Added$16.1M |
| Vestmark Advisory Solutions, Inc. | 336.4K | $26.5M | $1.82M | Added$4.36M |
| Carr Financial Group Corp | 329.7K | $25.9M | $1.95M | Added$2.28M |
| Stockman Wealth Management, Inc. | 325.4K | $25.6M | $1.92M | Added$2.31M |
| Prime Buchholz LLC | 319.2K | $25.1M | $1.91M | Added$1.91M |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 299.6K | $23.6M | $1.79M | Added$1.41M |
| Cerity Partners LLC | 294.9K | $23.2M | $1.45M | Added$5.56M |
| BEAM WEALTH ADVISORS, INC. | 290.4K | $22.8M | $1.74M | Cut−$210.1K |
| Waterloo Capital, L.P. | 289.2K | $22.7M | $498.2K | Added$16.7M |
| Chicago Partners Investment Group LLC | 237.7K | $21.3M | $2.42M | Added$2.53M |
| OpenArc Corporate Advisory, LLC | 268.5K | $21.1M | $1.57M | Added$2.07M |
| Robinhood Asset Management, LLC | 265.5K | $20.9M | — | New |
| ALPS ADVISORS INC | 262.6K | $20.7M | — | New |
| Trail Ridge Investment Advisors, LLC | 250.1K | $19.7M | $1.45M | Added$2.04M |
| ES4, LLC | 245.3K | $19.3M | $1.47M | Added$1.47M |
| MinichMacGregor Wealth Management, LLC | 245K | $19.3M | $102.2K | Added$18M |
| CWM, LLC | 242.7K | $19.1M | $19.1M | Added$19.1M |
| Ashton Thomas Private Wealth, LLC | 239.3K | $18.8M | $1.21M | Added$4.12M |
| Wealthcare Advisory Partners LLC | 238.2K | $18.7M | $1.33M | Added$2.6M |
| Focus Financial Network, Inc. | 234.8K | $18.5M | $1.38M | Added$1.71M |
| Columbia Bank | 227.7K | $17.9M | $1.36M | Added$1.09M |
| CORA CAPITAL ADVISORS LLC | 216.8K | $17.1M | $388.1K | Added$12.3M |
| Corient Private Wealth LLC | 237.8K | $17M | −$260.4K | Cut−$1.09M |
| Belpointe Asset Management LLC | 213.7K | $16.8M | $1.03M | Added$4.24M |
| ARKANSAS FINANCIAL GROUP, INC. | 196.7K | $16.7M | $2.38M | Added$1.54M |
| COURIER CAPITAL LLC | 208K | $16.4M | $1.15M | Added$2.43M |
| MAI Capital Management | 207.4K | $16.3M | $1.14M | Added$2.41M |
| Eagle Bluffs Wealth Management LLC | 204.4K | $16.1M | $1.2M | Added$1.52M |
| BANK OF MONTREAL /CAN/ | 204.2K | $16.1M | $933.4K | Added$4.72M |
| PECAUT & CO. | 204.2K | $16.1M | $947.1K | Added$4.55M |
| Private Advisor Group, LLC | 196.2K | $15.4M | $840.5K | Added$5.22M |
| Rockefeller Capital Management L.P. | 193.6K | $15.2M | $711.6K | Added$6.58M |
| GREENWOOD CAPITAL ASSOCIATES LLC | 191.8K | $15.1M | $1.15M | Added$1.09M |
| TRUIST FINANCIAL CORP | 190.5K | $15M | $384.9K | Added$10.3M |
| Legal & General Group Plc | 187.2K | $14.7M | $735.5K | Added$5.77M |
| CHATHAM CAPITAL GROUP, INC. | 181.1K | $14.2M | $864K | Added$3.75M |
| ATLAS CAPITAL ADVISORS INC. | 181.1K | $14.2M | $809.3K | Added$4.41M |
| FLC Capital Advisors | 174.3K | $13.7M | $1.01M | Added$1.46M |
| Atlantic Edge Private Wealth Management, LLC | 173.9K | $13.7M | $740.5K | Added$4.68M |
| Townsend & Associates, Inc | 145.7K | $13.1M | $1.81M | Cut−$69.1K |
| MERCER GLOBAL ADVISORS INC /ADV | 164.5K | $12.9M | $983.8K | Cut−$1.26M |
| OARSMAN CAPITAL, INC. | 162.5K | $12.8M | $971.8K | Cut−$2.99M |
| FORM Wealth Advisors, LLC | 159.4K | $12.5M | $953.1K | Cut−$15.4M |
| Fortis Capital Advisors, LLC | 157.9K | $12.4M | $687.4K | Added$4.07M |
| Leo Wealth, LLC | 156.6K | $12.3M | — | New |
| MML INVESTORS SERVICES, LLC | 155.1K | $12.2M | $927.4K | Cut−$2.17M |
| Bare Financial Services, Inc | 148.1K | $11.7M | $881.4K | Added$938K |
| Financiere des Professionnels - Fonds d'investissement inc. | 147K | $11.6M | $550.2K | Added$4.88M |
| Retirement Management Systems Inc. | 146.3K | $11.5M | $874.9K | Cut−$4.45M |
| CENTRAL BANK & TRUST CO | 145.4K | $11.4M | $869.6K | Added$426.8K |
| Snowden Capital Advisors LLC | 137.9K | $10.8M | $584.4K | Added$3.74M |
| Tidal Investments LLC | 137K | $10.8M | $416.4K | Added$5.72M |
| Focused Wealth Management, Inc | 135.3K | $10.6M | — | New |
| Prasad Wealth Partners, LLC | 132.7K | $10.4M | $793.7K | Added$597K |
| Black Swift Group, LLC | 131.4K | $10.3M | $754.5K | Added$1.17M |
| RAELIPSKIE PARTNERSHIP | 131.4K | $10.3M | $786K | Added$570.5K |
| Fiduciary Alliance LLC | 117.2K | $10.3M | $1.29M | Added$4.03M |
| Citizens Business Bank | 129.8K | $10.2M | $776.4K | Added$620.6K |
| BIP Wealth, LLC | 127.4K | $10M | $711.6K | Added$1.37M |
| COMMERCE BANK | 126.6K | $9.95M | $390.1K | Added$5.21M |
| Stratos Wealth Partners, LTD. | 126.5K | $9.95M | $756.3K | Added$417.5K |
| Nelson Capital Management, LLC | 125.6K | $9.88M | $751.1K | Added$487.9K |
| Myriad Asset Management US LP | 125.6K | $9.88M | $429.6K | Added$4.66M |
| &PARTNERS | 124.7K | $9.81M | $749.3K | Added$552.6K |
| Financial Partners Group, Inc | 124.4K | $9.79M | −$129.4K | Added$882.7K |
| McKinley Carter Wealth Services, Inc. | 124.4K | $9.78M | $743.6K | Cut−$12M |
| Wallington Asset Management, LLC | 123.2K | $9.69M | $737K | Added$540.2K |
| 5th Street Advisors, LLC | 119.8K | $9.42M | $685.5K | Added$1.09M |
| AGF MANAGEMENT LTD | 119.3K | $9.38M | $713.1K | Added$413.7K |
| Ironsides Asset Advisors, LLC | 116.7K | $9.18M | $649.9K | Added$1.28M |
| Zhang Financial LLC | 113.6K | $8.93M | $679.3K | Added$672.9K |
| Fifth Third Wealth Advisors LLC | 113K | $8.89M | $675.7K | Added$473.9K |
| Randall & Associates Wealth Management | 112.6K | $8.86M | $642.6K | Added$1.05M |
| 1 NORTH WEALTH SERVICES LLC | 112.2K | $8.82M | $670.8K | Added$342.9K |
| REGIONS FINANCIAL CORP | 112K | $8.81M | $669.6K | Cut−$115.2K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 111K | $8.73M | — | New |
| Plum Street Advisors, LLC | 110.5K | $8.69M | $639.6K | Added$915.7K |
| Darwin Wealth Management, LLC | 109.5K | $8.61M | $654.6K | Cut−$1.82M |
| Fortis Advisors, LLC | 107.9K | $8.48M | $564K | Added$1.63M |
| CIBC WORLD MARKET INC. | 106.6K | $8.38M | $635.6K | Added$657K |
| MBL Wealth, LLC | 106.2K | $8.35M | $609K | Added$951.3K |
| OneDigital Investment Advisors LLC | 105.4K | $8.29M | $628.3K | Added$654.7K |
| NEW WAVE WEALTH ADVISORS LLC | 105.2K | $8.27M | $405K | Added$3.35M |
| LARCH CAPITAL PARTNERS LLC | 101.2K | $7.96M | $601.9K | Added$644.9K |
| JONES FINANCIAL COMPANIES LLLP | 103.8K | $7.96M | $294.9K | Added$2.58M |
| State of Wyoming | 100.8K | $7.93M | $602.7K | Cut−$4.67M |
| Perigon Wealth Management, LLC | 100.7K | $7.92M | $544.6K | Added$1.31M |
| Federation des caisses Desjardins du Quebec | 99.9K | $7.86M | $597.3K | Cut−$4.23M |
| Grey Ledge Advisors, LLC | 99.7K | $7.84M | $595.9K | Added$398.7K |
| Colonial Trust Advisors | 99.2K | $7.8M | $522.9K | Added$1.45M |
| REDW Wealth LLC | 99K | $7.79M | $591.9K | Cut−$95.2K |
| Ethos Financial Group, LLC | 102.9K | $7.77M | $294.3K | Added$21.1K |
| High Note Wealth, LLC | 98.8K | $7.77M | $576.1K | Added$771.4K |
| Matthew Goff Investment Advisor, LLC | 96.7K | $7.61M | $578.2K | Added$527.4K |
| CHOREO, LLC | 95.4K | $7.5M | $546.6K | Added$711.7K |
| Bernard Wealth Management Corp. | 94.2K | $7.41M | $437.6K | Added$2.09M |
| Foundry Financial Group, Inc. | 93.5K | $7.35M | $416.1K | Added$2.3M |
| Sterling Investment Counsel, LLC | 93.3K | $7.34M | $537.4K | Added$809K |
| CITIGROUP INC | 92.8K | $7.3M | $555K | Cut−$71.8M |
| Blue Trust, Inc. | 91.8K | $7.22M | $548.8K | Cut−$725.3K |
| Kraft, Davis & Associates, LLC | 78K | $7.08M | $1.12M | Added$1.2M |
| Noble Family Wealth, LLC | 87.1K | $6.85M | $481.3K | Added$1M |
| Chicago Wealth Management, Inc. | 86.8K | $6.83M | — | New |
| Sound Stewardship, LLC | 85.2K | $6.7M | $509.4K | Added$252.3K |
| Van Hulzen Asset Management, LLC | 84.5K | $6.64M | $499.5K | Added$572.9K |
| Inlight Wealth Management, LLC | 84.4K | $6.64M | $390.8K | Added$1.89M |
| Orion Porfolio Solutions, LLC | 83.9K | $6.6M | $502K | Cut−$2.23M |
| Valeo Financial Advisors, LLC | 83.3K | $6.55M | $498.3K | Added$288.4K |
| Intelligence Driven Advisers, LLC | 82.2K | $6.46M | $491.3K | Cut−$1.91M |
| ROTHSCHILD INVESTMENT LLC | 81.5K | $6.41M | $447.9K | Added$965.9K |
| BANK OF HAWAII | 81.4K | $6.4M | — | New |
| CAMDEN NATIONAL BANK | 80.7K | $6.35M | $449.9K | Added$879.2K |
| Circle Wealth Management, LLC | 80.4K | $6.32M | — | New |
| Norway Savings Bank | 80.2K | $6.31M | $469K | Added$609K |
| Ancora Advisors LLC | 79.9K | $6.28M | $458.9K | Added$705.7K |
| Heck Capital Advisors, LLC | 79.7K | $6.27M | $457.3K | Added$706.9K |
| Fortitude Family Office, LLC | 78.9K | $6.2M | $437.4K | Added$888.1K |
| Eley Financial Management, Inc | 78.8K | $6.2M | $460.1K | Added$604.3K |
| MEITAV INVESTMENT HOUSE LTD | 78.1K | $6.14M | $280.7K | Added$2.73M |
| Concurrent Investment Advisors, LLC | 77.9K | $6.12M | $452K | Added$630.4K |
| McAdam, LLC | 77.6K | $6.11M | $386.4K | Added$1.41M |
| Refined Wealth Management | 77.4K | $6.09M | — | New |
| KEYBANK NATIONAL ASSOCIATION/OH | 75.9K | $5.97M | $453.8K | Cut−$2.87M |
| Sovereign Investment Advisors, LLC | 75.4K | $5.93M | — | New |
| NorthRock Partners, LLC | 75K | $5.9M | $448.7K | Added$240.8K |
| Gladstone Institutional Advisory LLC | 74.2K | $5.84M | — | New |
| Compound Planning, Inc. | 73.7K | $5.8M | $441K | Added$142.9K |
| Envision Financial LLC | 73.7K | $5.79M | $440.5K | Added$125.5K |
| RFG Advisory, LLC | 72.3K | $5.69M | $392.5K | Added$915.7K |
| Crescent Grove Advisors, LLC | 72.1K | $5.67M | $359.6K | Added$1.3M |
| Client First Capital LLC | 72K | $5.66M | — | New |
| Greykasell Wealth Strategies, Inc. | 71.9K | $5.66M | $400.7K | Added$788.2K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 71.7K | $5.64M | $372.6K | Added$1.11M |
| EXENCIAL WEALTH ADVISORS, LLC | 71.4K | $5.61M | $426.7K | Added$245.7K |
| Montecito Bank & Trust | 70K | $5.51M | $418.8K | Added$271.7K |
| Retirement Planning Group, LLC | 68.6K | $5.4M | $410.5K | Added$118.9K |
| Wealthfront Advisers LLC | 67.1K | $5.28M | $315.6K | Added$1.44M |
| FIFTH THIRD BANCORP | 65.4K | $5.14M | $5.02K | Added$5.08M |
| IHT Wealth Management, LLC | 65.3K | $5.14M | $390.7K | Added$361K |
| Kestra Advisory Services, LLC | 64.8K | $5.1M | $332.4K | Added$1.06M |
| McIlrath & Eck, LLC | 64.7K | $5.09M | $387.1K | Cut−$4.24K |
| Atlas Legacy Advisors, LLC | 64K | $5.03M | $375K | Added$475.1K |
| Migdal Insurance & Financial Holdings Ltd. | 62.8K | $4.94M | — | New |
| Hyposwiss Advisors SA | 61.9K | $4.87M | $369.9K | Added$369.9K |
| FRANKLIN RESOURCES INC | 61.4K | $4.83M | $365.3K | Added$389.9K |
| Merit Financial Group, LLC | 61.3K | $4.82M | $366.4K | Added$148.7K |
| Savvy Advisors, Inc. | 60.9K | $4.79M | $352.5K | Added$503.9K |
| MJT & Associates Financial Advisory Group, Inc. | 59.7K | $4.7M | $357.2K | Cut−$340.4K |
| Caldwell Trust Co | 59.6K | $4.69M | $318.5K | Added$820.2K |
| Dynamic Wealth Strategies, LLC | 59.6K | $4.69M | $344.2K | Added$505.1K |
| Gallacher Capital Management LLC | 59.2K | $4.66M | $354.3K | Added$212.6K |
| LIBERTY WEALTH MANAGEMENT LLC | 58.8K | $4.63M | $357.5K | Cut−$2.09M |
| Galilei Investment Office LLP | 58.1K | $4.57M | $347.6K | Added$347.6K |
| LVW Advisors, LLC | 58.1K | $4.57M | $347.2K | Added$168.5K |
| Midwest Professional Planners, LTD. | 57.9K | $4.55M | $346.3K | Added$107.2K |
| Colonial Trust Co / SC | 57.3K | $4.51M | $337.2K | Added$412.4K |
| Robertson Stephens Wealth Management, LLC | 57.3K | $4.5M | $342.3K | Cut−$125.4K |
| Pekin Hardy Strauss, Inc. | 56K | $4.4M | $334.9K | Cut−$3.38M |
| Quent Capital, LLC | 55.9K | $4.4M | $334.2K | Added$330.6K |
| SEI INVESTMENTS CO | 55.1K | $4.33M | $328.6K | Added$340.4K |
| Anson Capital, Inc. | 54.5K | $4.29M | $326K | Added$151.3K |
| Catalyst Investment Management LLC | 47.5K | $4.26M | $671.5K | Added$1.39M |
| M&T Bank Corp | 54.1K | $4.25M | $306.5K | Added$526.2K |
| HB Wealth Management, LLC | 53.8K | $4.23M | $252.4K | Added$1.17M |
| Werba Rubin Papier Wealth Management | 53.4K | $4.2M | $309.5K | Added$436.7K |
| Denver PWM, LLC | 42.4K | $4.16M | $1.48M | Added$707.4K |
| Gold Investment Management Ltd. | 52.8K | $4.15M | $302.6K | Added$472.4K |
| Arbor Investment Advisors, LLC | 52.7K | $4.14M | $269.4K | Added$868.9K |
| Madrid Wealth Management, LLC | 52.5K | $4.13M | $313.7K | Added$294K |
| Atria Investments, Inc | 52.4K | $4.12M | $138.8K | Added$2.44M |
| GLENMEDE TRUST CO NA | 52.3K | $4.12M | $290K | Added$590.4K |
| Silverleafe Capital Partners, LLC | 52.2K | $4.1M | $244.9K | Added$1.13M |
| ARQ WEALTH ADVISORS, LLC | 51.5K | $4.05M | $302.9K | Added$372.2K |
Who left
- VICTORY CAPITAL MANAGEMENT INC$135.5M
- Citadel$52.4M
- AXXCESS WEALTH MANAGEMENT, LLC$14.4M
- BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$5.53M
- Turim 21 Investimentos Ltda.$3.95M
- WMS Group LLC$3.62M
- Quadrature Capital Ltd$3.03M
- Eaton Financial Holdings Company, LLC$2.6M
- Tradewinds, LLC.$2.42M
- SeaBridge Investment Advisors LLC$1.97M
- Venturi Wealth Management, LLC$1.31M
- LOOMIS SAYLES & CO L P$890.3K
- KM Capital Management Ltd.$886.3K
- Diversify Advisory Services, LLC$668.8K
- Emergent Wealth Advisors, LLC$570.1K
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.