Stock
Reported value
$12.3B
Holders
737
+98 new · −72 exited
Holders’ est. mark
$389.6M
Price effect on 234 books still in the name
Largest holder
$2.09B
JPMORGAN CHASE & CO
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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 25.6M | $2.09B | $20M | Cut−$15.6M |
| MORGAN STANLEY | 19.8M | $1.68B | $72.4M | Added$95.5M |
| BlackRock, Inc. | 17.9M | $1.51B | $43.1M | Added$574.1M |
| ENVESTNET ASSET MANAGEMENT INC | 5.86M | $495M | $21.7M | Cut−$11.8M |
| GOLDMAN SACHS GROUP INC | 5.55M | $469M | $20.5M | Cut−$108.5M |
| ROYAL BANK OF CANADA | 5.05M | $426.3M | $9.41M | Added$221.1M |
| BANK OF AMERICA CORP /DE/ | 4.83M | $407.6M | $17.9M | Cut−$34.3M |
| First Command Advisory Services, Inc. | 4.41M | $372.2M | $16.3M | Cut−$30.9M |
| UBS Group AG | 3.87M | $327.1M | $6.96M | Added$175.2M |
| TD Asset Management Inc | 3.22M | $271.7M | $9.89M | Added$56M |
| BANK OF MONTREAL /CAN/ | 3.03M | $255.8M | $6.66M | Added$110.5M |
| Fisher Asset Management, LLC | 2.68M | $226.4M | $9.26M | Added$24.3M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.03M | $171.8M | $6.77M | Added$24M |
| DEUTSCHE BANK AG\ | 1.61M | $135.9M | $5.5M | Added$16M |
| GLENMEDE TRUST CO NA | 1.43M | $120.6M | $5.17M | Added$7.83M |
| STIFEL FINANCIAL CORP | 1.28M | $108.3M | $4.65M | Added$6.84M |
| LPL Financial LLC | 1.21M | $102.3M | $3.97M | Added$15.7M |
| BARCLAYS PLC | 1.16M | $98.3M | $36.3K | Added$97.5M |
| Kemnay Advisory Services Inc. | 1.14M | $96.2M | $3.22M | Added$26M |
| Itau Unibanco Holding S.A. | 1.14M | $95.9M | $2.82M | Added$34.3M |
| AMERIPRISE FINANCIAL INC | 997.7K | $93.7M | $12.4M | Added$17.4M |
| Board of Trustees of The Leland Stanford Junior University | 971.3K | $82M | $3.59M | Added$3.59M |
| FIL Ltd | 960.1K | $81.1M | $2.92M | Added$17.4M |
| CITIGROUP INC | 950.8K | $80.3M | $2.6M | Added$23.5M |
| WELLS FARGO & COMPANY/MN | 904.4K | $76.4M | $2.93M | Added$12.4M |
| Millburn Ridgefield LLC /DE/ | 799.8K | $67.5M | $2.81M | Added$6.23M |
| Catalyst Capital Advisors LLC | 799.8K | $67.5M | $2.81M | Added$6.23M |
| Invesco Ltd. | 748.5K | $63.2M | $2.77M | Cut−$2.79M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 659.8K | $55.7M | $2.44M | Cut−$12.2M |
| Lido Advisors, LLC | 556.9K | $47M | $953K | Added$28.6M |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 528K | $44.6M | $1.95M | Added$2.02M |
| OSAIC HOLDINGS, INC. | 510K | $43.1M | $1.7M | Added$5.91M |
| HSBC HOLDINGS PLC | 468.7K | $39.3M | $1.36M | Added$4.56M |
| OMERS ADMINISTRATION Corp | 452.5K | $38.2M | — | New |
| TWO SIGMA INVESTMENTS, LP | 427.6K | $36.1M | $501K | Added$25.2M |
| Rockefeller Capital Management L.P. | 409.8K | $34.6M | $1.48M | Added$2.39M |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 392.2K | $33.1M | $1.45M | Added$1.45M |
| VICTORY CAPITAL MANAGEMENT INC | 370.2K | $31.3M | $1.37M | Cut−$1.02M |
| Keewaydin Investments LLC | 346.1K | $29.2M | $1.28M | Cut−$14.4M |
| ANGELES WEALTH MANAGEMENT, LLC | 341.7K | $28.8M | $1.21M | Added$2.47M |
| BARINGS LLC | 335.8K | $28.4M | $655.4K | Added$14M |
| MACKENZIE FINANCIAL CORP | 333.6K | $28.2M | $1.21M | Added$1.21M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 324.9K | $27.4M | $1.2M | Cut−$3.71M |
| Miller Investment Management, LP | 323.1K | $27.3M | $1.2M | Cut−$634.8K |
| CIBC WORLD MARKET INC. | 318.7K | $26.9M | $1.09M | Added$3.02M |
| PGIM Custom Harvest LLC | 316.2K | $26.7M | $971.6K | Added$5.49M |
| MML INVESTORS SERVICES, LLC | 309.8K | $26.2M | $1.13M | Added$1.58M |
| Ehrenkranz Partners L.P. | 299.3K | $25.3M | — | New |
| Horizon Investments, LLC | 291.6K | $24.6M | $1.06M | Added$1.55M |
| Stephens Greth Foundation | 287.7K | $24.3M | $222.5K | Added$19.4M |
| HighTower Advisors, LLC | 270.5K | $22.8M | $973.1K | Added$1.62M |
| Vontobel Holding Ltd. | 266K | $22.5M | $984.3K | Added$877.7K |
| GFS Advisors, LLC | 265.9K | $22.5M | $984K | Cut−$242.9K |
| RAYMOND JAMES FINANCIAL INC | 261.8K | $22.1M | $968.8K | Cut−$2.54M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 250K | $21.1M | $925K | Cut−$3.11M |
| FIFTH THIRD BANCORP | 244.9K | $20.7M | $148 | Added$20.7M |
| Federation des caisses Desjardins du Quebec | 242.8K | $20.5M | $651.4K | Added$6.29M |
| Cetera Investment Advisers | 241.7K | $20.4M | $665.5K | Added$5.89M |
| PNC Financial Services Group, Inc. | 240.6K | $20.3M | $876K | Added$1.2M |
| TD Waterhouse Canada Inc. | 232.2K | $20M | $1.21M | Added$2.44M |
| Allen Investment Management, LLC | 228.4K | $19.3M | $560.3K | Added$7.06M |
| STRS OHIO | 226.1K | $19.1M | $836.6K | Cut−$3.2M |
| Granite Bay Wealth Management, LLC | 221.2K | $18.7M | $797.8K | Added$1.35M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 211.9K | $17.9M | $154K | Added$14.5M |
| Baker Avenue Asset Management, LP | 210.5K | $17.8M | $776K | Added$839.8K |
| Barry Investment Advisors, LLC | 202.9K | $17.1M | $748.5K | Added$796.6K |
| PRUDENTIAL PLC | 201.1K | $17M | $744.2K | Cut−$303K |
| Rathbones Group PLC | 193.9K | $16.4M | $705.7K | Added$971.9K |
| MILLENNIUM MANAGEMENT LLC | 190.1K | $16.1M | $242.6K | Added$10.8M |
| Purpose Unlimited Inc. | 188.7K | $15.9M | $445.3K | Added$6.22M |
| Summit Financial, LLC | 188.4K | $15.9M | $697.1K | Added$473.9K |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 184K | $15.5M | $680.9K | Cut−$1.63M |
| Coastline Trust Co | 179.9K | $15.2M | $657.2K | Added$848.5K |
| YOUSIF CAPITAL MANAGEMENT, LLC | 174.8K | $14.8M | $125.8K | Cut−$4.83M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 176.1K | $14.4M | $9.96K | Added$12.9M |
| Kovitz Investment Group Partners, LLC | 166.3K | $14M | $615.4K | Added$584.8K |
| DUPONT CAPITAL MANAGEMENT CORP | 163.1K | $13.8M | — | New |
| ELEMENT POINTE ADVISORS, LLC | 158.9K | $13.4M | $535.3K | Added$1.74M |
| EFG International AG | 151.2K | $12.8M | $559.7K | Cut−$459.6K |
| FRANKLIN RESOURCES INC | 150.6K | $12.7M | $490.8K | Added$2.01M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 148.1K | $12.5M | $481.1K | Added$2.01M |
| Johns Hopkins University | 146.3K | $12.4M | $541.4K | Added$541.4K |
| Portland Global Advisors LLC | 141.8K | $12M | $518.8K | Added$650K |
| Sanctuary Advisors, LLC | 141.1K | $11.9M | $396.7K | Added$3.26M |
| Kestra Advisory Services, LLC | 139.3K | $11.8M | $515.2K | Cut−$215K |
| Azimuth Capital Investment Management LLC | 130.7K | $11M | $463K | Added$934.2K |
| ZACKS INVESTMENT MANAGEMENT | 129.7K | $11M | $328.9K | Added$3.78M |
| Americana Partners, LLC | 127K | $10.7M | $452.3K | Added$852.4K |
| Corient Private Wealth LLC | 140.4K | $10.5M | −$880.1K | Cut−$3.93M |
| Global Endowment Management, LP | 123.4K | $10.4M | $415.4K | Added$1.33M |
| TRUIST FINANCIAL CORP | 123.3K | $10.4M | $454.5K | Added$490K |
| Mirae Asset Global Investments Co., Ltd. | 123.1K | $10.4M | $396K | Added$1.75M |
| Strategic Wealth Partners, Ltd. | 122.9K | $10.4M | $428.2K | Added$1.03M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 121K | $10.2M | $447.7K | Cut−$18.6M |
| Lalia Capital, LLC | 120K | $10.1M | $444K | Added$444K |
| Pictet North America Advisors SA | 119K | $10M | $287.7K | Added$3.77M |
| BTG Pactual Asset Management US LLC | 116.8K | $9.86M | $589.1K | Added$790.9K |
| CI INVESTMENTS INC. | 116.6K | $9.85M | $344.6K | Added$2.33M |
| BROWN ADVISORY INC | 116K | $9.8M | $429.2K | Cut−$69.7K |
| Ballentine Partners, LLC | 115.7K | $9.77M | $428.1K | Added$430.2K |
| LAKE STREET PRIVATE WEALTH, LLC | 113.6K | $9.59M | $266.8K | Added$3.76M |
| Banco Santander, S.A. | 113.1K | $9.55M | $418.5K | Cut−$2.79M |
| Walkner Condon Financial Advisors LLC | 109K | $9.2M | $360.7K | Added$1.33M |
| Compagnie Lombard Odier SCmA | 98.4K | $8.31M | $265K | Added$2.53M |
| FPC INVESTMENT ADVISORY, INC. | 94.6K | $8.26M | $444.8K | Added$2.8M |
| SCOTIA CAPITAL INC. | 94.6K | $7.99M | $350.6K | Cut−$2.93M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 93.3K | $7.8M | $253.5K | Cut−$341.6K |
| Waterloo Capital, L.P. | 91.1K | $7.69M | $333K | Added$422.4K |
| Pathstone Holdings, LLC | 88K | $7.43M | $320.4K | Added$436.5K |
| Sarasin & Partners LLP | 85.5K | $7.22M | — | New |
| Allianz Asset Management GmbH | 84.5K | $7.14M | $312.7K | Cut−$5.66M |
| NEUBERGER BERMAN GROUP LLC | 83K | $7.01M | $307.2K | Cut−$5.13M |
| ICICI Prudential Asset Management Co Ltd | 82.8K | $6.99M | $303.2K | Added$303.2K |
| Private Wealth Advisors, LLC | 82.7K | $6.98M | $61.5K | Added$5.64M |
| CapWealth Advisors, LLC | 80.8K | $6.82M | — | New |
| Idaho Trust Co | 76.4K | $6.45M | $225.9K | Added$1.52M |
| LMCG INVESTMENTS, LLC | 74.5K | $6.29M | $275.6K | Cut−$530K |
| Stelac Advisory Services LLC | 72.3K | $6.11M | $175.6K | Added$2.28M |
| COOPER INVESTORS PTY LTD | 71.8K | $6.07M | — | New |
| Ascent Group, LLC | 71.5K | $6.04M | $115.3K | Added$3.52M |
| Waverly Advisors, LLC | 71.4K | $6.03M | $244.2K | Added$698K |
| Bank Julius Baer & Co. Ltd, Zurich | 71.1K | $6M | $182.9K | Added$2.01M |
| Marex Group plc | 69.7K | $5.89M | $257.9K | Cut−$815.9K |
| New Republic Capital, LLC | 69.7K | $5.88M | $210.7K | Added$1.28M |
| PITTENGER & ANDERSON INC | 68.4K | $5.77M | $253K | Added$253K |
| Keystone Global Partners, LLC | 68K | $5.74M | $103.8K | Added$3.48M |
| SYON CAPITAL LLC | 67.7K | $5.71M | $213.1K | Added$1.06M |
| Silphium Asset Management Ltd | 66.5K | $5.61M | $245.9K | Cut−$827.9K |
| Cresset Asset Management, LLC | 64.5K | $5.44M | $238.6K | Cut−$646.3K |
| Journey Advisory Group, LLC | 64.1K | $5.42M | $237.3K | Added$231.3K |
| Laurel Wealth Planning LLC | 62.9K | $5.31M | $232.7K | Cut−$56K |
| NLB Skladi, upravljanje premozenja, d.o.o. | 61.6K | $5.2M | $221.2K | Added$371.2K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 61.5K | $5.2M | $191.6K | Added$1.02M |
| Bank of New York Mellon Corp | 61.5K | $5.19M | $110.5K | Added$2.78M |
| EVERGREEN CAPITAL MANAGEMENT LLC | 61.2K | $5.17M | $217.6K | Added$420.6K |
| Corecam Pte. Ltd. | 60.5K | $5.11M | $214.4K | Added$434K |
| Vestmark Advisory Solutions, Inc. | 59.2K | $5M | $187.4K | Added$910.8K |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 58.4K | $4.93M | $216K | Added$216K |
| EP Wealth Advisors, LLC | 58K | $4.9M | $214.6K | Added$32.5K |
| PRINCIPAL FINANCIAL GROUP INC | 57.6K | $4.87M | $150.1K | Added$1.59M |
| PATTEN & PATTEN INC/TN | 57.4K | $4.85M | $107.8K | Added$2.49M |
| MERIDIAN MANAGEMENT CO | 57.1K | $4.82M | $211.3K | Added$211.3K |
| CoreCap Advisors, LLC | 55.8K | $4.71M | $94K | Added$2.66M |
| Jasper Ridge Partners, L.P. | 54.9K | $4.64M | $203.2K | Added$203.2K |
| JONES FINANCIAL COMPANIES LLLP | 56.9K | $4.63M | $33K | Added$781.3K |
| Sava Infond d.o.o. | 54.3K | $4.59M | $178.8K | Added$685.5K |
| Solstein Capital, LLC | 54K | $4.56M | $184K | Added$548.3K |
| Cordoba Advisory Partners LLC | 53.9K | $4.55M | $199.6K | Cut−$820.1K |
| NORTHERN TRUST CORP | 53.6K | $4.52M | $138.4K | Added$1.5M |
| Y-Intercept (Hong Kong) Ltd | 53.3K | $4.5M | $19.5K | Added$4.08M |
| Archford Capital Strategies, LLC | 53K | $4.47M | $93.1K | Added$2.44M |
| BLAIR WILLIAM & CO/IL | 52.8K | $4.46M | $195.3K | Cut−$201.2K |
| WELLINGTON MANAGEMENT GROUP LLP | 51.3K | $4.33M | $20.4K | Added$3.89M |
| Creative Planning | 50.8K | $4.29M | $172.5K | Added$529.1K |
| LARCH CAPITAL PARTNERS LLC | 50.7K | $4.28M | $187.7K | Added$187.7K |
| IPG Investment Advisors LLC | 50.5K | $4.27M | $187K | Cut−$365.3K |
| Cypress Capital Group | 50.2K | $4.24M | $178.3K | Added$350.2K |
| WESCAP Management Group, Inc. | 48.1K | $4.06M | $178K | Added$147.1K |
| Caprock Group, LLC | 48.1K | $4.06M | $163.4K | Added$492.9K |
| INSIGNEO ADVISORY SERVICES, LLC | 47.8K | $4.04M | $163K | Added$478K |
| Integrated Wealth Concepts LLC | 47.6K | $4.02M | $154.2K | Added$655.2K |
| Fidelity | 47.1K | $3.98M | $152.9K | Added$638K |
| Quantinno Capital Management LP | 46.3K | $3.91M | $165K | Added$307.8K |
| ProShare Advisors LLC | 46.3K | $3.91M | $171.1K | Added$171.1K |
| Steward Partners Investment Advisory, LLC | 45K | $3.8M | $166.4K | Cut−$11.6M |
| Mission Creek Capital Partners, Inc. | 45K | $3.8M | $12.3K | Added$3.53M |
| Clearstead Advisors, LLC | 44.9K | $3.79M | $13.1K | Added$3.51M |
| Prosperity Consulting Group, LLC | 44.1K | $3.72M | $70.7K | Added$2.18M |
| Trinity Wealth Management, LLC | 43.9K | $3.71M | $162.5K | Added$110.7K |
| Advisor Resource Council | 42.8K | $3.62M | $158.4K | Cut−$710.6K |
| Hyposwiss Advisors SA | 42.8K | $3.61M | $158.2K | Added$158.2K |
| Prostatis Group LLC | 42.4K | $3.58M | $156.8K | Cut−$278.3K |
| OneDigital Investment Advisors LLC | 41.9K | $3.54M | $155.1K | Added$110.1K |
| Baird Financial Group, Inc. | 41.9K | $3.54M | $99.1K | Added$1.37M |
| Jefferies Financial Group Inc. | 41.6K | $3.51M | $80K | Added$1.76M |
| TRUE Private Wealth Advisors | 41.6K | $3.51M | — | New |
| Equitable Holdings, Inc. | 42.8K | $3.46M | $5.74K | Added$682.5K |
| Performa Ltd (US), LLC | 40.3K | $3.4M | $149.2K | Added$149.2K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 40.3K | $3.4M | $149K | Cut−$5.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | 40.3K | $3.4M | $148.9K | Cut−$1.68M |
| Dynamic Wealth Strategies, LLC | 40.1K | $3.39M | $145.2K | Added$219.6K |
| Evernest Financial Advisors, LLC | 38.5K | $3.38M | −$106.5K | Added$680.5K |
| Hudson Portfolio Management LLC | 39.8K | $3.36M | $133.5K | Added$446.6K |
| 5th Street Advisors, LLC | 39.4K | $3.32M | — | New |
| Tepp RIA, LLC | 39.3K | $3.32M | — | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 38.7K | $3.3M | $80.1K | Added$304.4K |
| AlTi Global, Inc. | 39K | $3.29M | $143.7K | Added$156.6K |
| Freedom Day Solutions, LLC | 38.7K | $3.27M | $143.1K | Added$144.8K |
| Squarepoint Ops LLC | 38.6K | $3.26M | $142.7K | Cut−$4.64M |
| MGO ONE SEVEN LLC | 38.2K | $3.23M | $132.2K | Added$345.3K |
| Cerity Partners LLC | 38K | $3.21M | $87.5K | Added$1.29M |
| DV Trading LLC | 37.5K | $3.17M | $26.2K | Added$2.59M |
| Rock Creek Group, LP | 36.9K | $3.11M | $136.5K | Added$136.5K |
| &PARTNERS | 36.7K | $3.1M | $135.7K | Added$104.6K |
| Focus Partners Wealth | 36.3K | $3.06M | $88.3K | Added$1.14M |
| DE BURLO GROUP INC | 35.9K | $3.03M | — | New |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 35K | $2.96M | $129.6K | Added$129.6K |
| BECKER CAPITAL MANAGEMENT INC | 34.9K | $2.95M | $129.3K | Added$119.2K |
| BANQUE PICTET & CIE SA | 34.8K | $2.94M | $128.7K | Cut−$491.8K |
| ALLSTATE CORP | 34.7K | $2.93M | $49.6K | Added$1.85M |
| Empowered Funds, LLC | 34.5K | $2.92M | — | New |
| World Investment Advisors | 34.5K | $2.92M | $97.9K | Added$779.2K |
| BNP PARIBAS FINANCIAL MARKETS | 34.1K | $2.88M | $126.3K | Cut−$1.25M |
| Coastal Bridge Advisors, LLC | 33.5K | $2.83M | $123.9K | Added$88.2K |
| PENOBSCOT WEALTH MANAGEMENT | 32.7K | $2.76M | $115.9K | Added$230.3K |
| NewEdge Wealth, LLC | 32.7K | $2.76M | $85.5K | Added$891.2K |
| Slocum, Gordon & Co LLP | 32.6K | $2.75M | $120.6K | Added$122.7K |
| CHILTON INVESTMENT CO INC. | 32.5K | $2.75M | — | New |
| Union Bancaire Privee, UBP SA | 33.8K | $2.7M | $21.7K | Added$39.8K |
| Lifeworks Advisors, LLC | 31.4K | $2.65M | $86.3K | Added$765.9K |
| Roundview Capital LLC | 31.3K | $2.64M | $115.8K | Added$44.2K |
| QUATTRO FINANCIAL ADVISORS LLC | 31K | $2.61M | $114.6K | Cut−$13.7K |
| Private Advisor Group, LLC | 30.9K | $2.61M | $107.9K | Added$256.2K |
| Pekin Hardy Strauss, Inc. | 30.5K | $2.57M | $67.6K | Added$1.1M |
| MEITAV INVESTMENT HOUSE LTD | 30.4K | $2.56M | $112.4K | Added$112.4K |
| LSP Investment Advisors, LLC | 30K | $2.53M | $111K | Added$111K |
| CUMBERLAND ADVISORS INC | 29.5K | $2.49M | $109K | Added$93.6K |
| Aragon Global Management, LP | 29.4K | $2.48M | — | New |
| NorthRock Partners, LLC | 29.2K | $2.47M | $76.8K | Added$791.6K |
| Envestnet Portfolio Solutions, Inc. | 29K | $2.45M | $107.2K | Cut−$175.2K |
| Corecam AG | 28.9K | $2.44M | $107K | Added$107K |
| LOM Asset Management Ltd | 28.8K | $2.43M | $106.3K | Added$111.3K |
| Aureus Asset Management, LLC | 27.5K | $2.32M | — | New |
| Chesley Taft & Associates LLC | 27.2K | $2.3M | $100.7K | Added$39.7K |
| OAK FAMILY ADVISORS, LLC | 27.1K | $2.29M | $100.1K | Added$57K |
| Summit Trail Advisors, LLC | 26.7K | $2.25M | $94.8K | Added$184.4K |
| Csenge Advisory Group | 26.3K | $2.22M | $60.9K | Added$895.3K |
| Paragon Capital Management Ltd | 26.3K | $2.22M | $97.1K | Added$88.3K |
| LOOMIS SAYLES & CO L P | 26.3K | $2.22M | $74K | Added$602.1K |
| Cedar Wealth Management, LLC | 26.2K | $2.21M | $97.1K | Added$97.1K |
| Bulltick Wealth Management, LLC | 26.1K | $2.21M | $91.1K | Added$218.5K |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 25.9K | $2.18M | $90.9K | Added$197.7K |
| Transamerica Financial Advisors, LLC | 25.7K | $2.17M | $95.1K | Cut−$40.7K |
| Pasadena Private Wealth, LLC | 25.5K | $2.15M | $94.4K | Added$38.5K |
| IFP Advisors, Inc | 25.5K | $2.15M | $62.3K | Added$789.4K |
| SSI INVESTMENT MANAGEMENT LLC | 25.1K | $2.12M | $92.7K | Cut−$1.28M |
| Trek Financial, LLC | 25K | $2.11M | $92.7K | Cut−$343.6K |
| BlueCrest Capital Management Ltd | 25K | $2.11M | — | New |
| FOUNDERS FINANCIAL SECURITIES LLC | 23.8K | $2.1M | $174.1K | Added$222.3K |
| Citadel | 24.4K | $2.06M | $90.3K | Cut−$86.6M |
| RoundAngle Advisors LLC | 24.2K | $2.05M | $89.7K | Cut−$154.8K |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 23.9K | $2.02M | $88.6K | Added$88.6K |
| TUDOR INVESTMENT CORP ET AL | 23.6K | $1.99M | $87.3K | Cut−$10.4M |
| US BANCORP \DE\ | 23K | $1.95M | $79.9K | Added$203K |
| MERCER GLOBAL ADVISORS INC /ADV | 22.5K | $1.9M | $60.7K | Added$570.8K |
| MMBG INVESTMENT ADVISORS CO. | 22K | $1.86M | $75.5K | Added$211K |
| 1832 Asset Management L.P. | 22K | $1.86M | $72.5K | Added$276.4K |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 21.8K | $1.84M | $80.7K | Added$80.7K |
| E&G Advisors, LP | 21.4K | $1.81M | $79K | Added$73.2K |
| Onyx Bridge Wealth Group LLC | 21.3K | $1.8M | — | New |
Who left
- Quadrature Capital Ltd$80.1M
- Provida Pension Fund Administrator$56.8M
- NATIONAL BANK OF CANADA /FI/$48.6M
- Angeles Investment Advisors, LLC$30.1M
- Grantham, Mayo, Van Otterloo & Co. LLC$25.1M
- Metis Global Partners, LLC$20.5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$15.2M
- OLD MISSION CAPITAL LLC$12.4M
- Qube Research & Technologies Ltd$9M
- a16z Perennial Management, L.P.$8M
- Stratos Wealth Advisors, LLC$6.98M
- Tidal Investments LLC$6.9M
- SBE LLC DBA CEDAR COVE WEALTH PARTNERS$5.85M
- BFSG, LLC$5.76M
- Financiere des Professionnels - Fonds d'investissement inc.$5.65M
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.