Stock
Reported value
$4.1B
Holders
596
+50 new · −31 exited
Holders’ est. mark
$99.6M
Price effect on 237 books still in the name
Largest holder
$760.2M
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $131.2M
- Renaissance Technologies0.0% · $3.47M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 16.7M | $760.2M | $18.2M | Added$140.3M |
| MORGAN STANLEY | 5.65M | $257M | $6.35M | Added$41.2M |
| NORTHERN TRUST CORP | 5.52M | $250.9M | $6.75M | Added$21.5M |
| Empower Advisory Group, LLC | 5.22M | $237.5M | $6.79M | Cut−$44.2M |
| WIT, LLC | 5.18M | $235.6M | $5.98M | Added$32.4M |
| ENVESTNET ASSET MANAGEMENT INC | 3.33M | $151.4M | $4.33M | Cut−$5.46M |
| Fidelity | 2.89M | $131.2M | $3.75M | Added$2.21M |
| TIAA Wealth Investment Management LLC | 2.96M | $129.7M | — | Held |
| Wealthfront Advisers LLC | 2.5M | $113.9M | $3.26M | Added$449K |
| JPMORGAN CHASE & CO | 2.41M | $105.7M | −$887K | Cut−$210.3K |
| BlackRock, Inc. | 2.1M | $95.7M | $1.75M | Added$36.1M |
| Creative Planning | 2.01M | $91.6M | $2.55M | Added$4.9M |
| WELLS FARGO & COMPANY/MN | 1.73M | $78.8M | $2.25M | Cut−$24.8M |
| LPL Financial LLC | 1.68M | $76.5M | $1.97M | Added$9.65M |
| AMERIPRISE FINANCIAL INC | 1.41M | $64.2M | $1.8M | Added$47.1K |
| UBS Group AG | 1.33M | $60.3M | $1.66M | Added$3.88M |
| US BANCORP \DE\ | 1.21M | $60.1M | $5.1M | Added$20M |
| PNC Financial Services Group, Inc. | 1.25M | $57M | $1.58M | Added$3.33M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1.04M | $47.5M | — | Held |
| MERCER GLOBAL ADVISORS INC /ADV | 937.1K | $42.6M | $1.22M | Added$838.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 799.9K | $36.4M | $997.5K | Added$2.48M |
| ROYAL BANK OF CANADA | 754.5K | $34.3M | $968.5K | Added$1.39M |
| GOLDMAN SACHS GROUP INC | 715.5K | $32.5M | $834.2K | Added$4.19M |
| MISSION WEALTH MANAGEMENT, LP | 585.8K | $26.6M | $761.5K | Added$148.7K |
| FIFTH THIRD BANCORP | 574.6K | $26.1M | $585.7K | Added$6.23M |
| M&T Bank Corp | 573.2K | $26.1M | $745.5K | Cut−$4.4M |
| Envestnet Portfolio Solutions, Inc. | 564.8K | $25.7M | $734.3K | Cut−$2.17M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 557.4K | $25.3M | — | New |
| IMPACTfolio, LLC | 485.6K | $22.1M | $583K | Added$2.27M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 470.6K | $21.4M | — | Held |
| Fiduciary Trust Co | 425K | $19.3M | $533.3K | Added$1.21M |
| Forefront Analytics, LLC | 369.5K | $16.8M | $472.8K | Added$733.2K |
| Cetera Investment Advisers | 364.4K | $16.6M | $473.7K | Cut−$204.9K |
| HighTower Advisors, LLC | 363.3K | $16.5M | $465K | Added$719.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 351.6K | $16M | $457.1K | Cut−$411.1K |
| EASTERN BANK | 348.6K | $15.9M | $445.7K | Added$705.2K |
| NATIONAL BANK OF CANADA /FI/ | 346.8K | $15.8M | $28 | Added$15.8M |
| SEI INVESTMENTS CO | 338K | $15.4M | $439.3K | Cut−$207.7K |
| RAYMOND JAMES FINANCIAL INC | 326K | $14.8M | $423.8K | Cut−$152.4K |
| Mariner, LLC | 324.7K | $14.8M | $403.7K | Added$1.01M |
| Beacon Pointe Advisors, LLC | 312.9K | $14.2M | $299.1K | Added$4.07M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 283.3K | $12.9M | — | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 271.3K | $12.3M | $352.7K | Added$62.4K |
| Corient Private Wealth LLC | 248K | $11.3M | $322.3K | Cut−$961.7K |
| Nearwater Capital Markets, Ltd | 200K | $9.09M | — | New |
| Composition Wealth, LLC | 198.5K | $9.02M | $252.4K | Added$448.2K |
| MML INVESTORS SERVICES, LLC | 183.3K | $8.34M | $238.4K | Cut−$2.13M |
| Ally Invest Advisors Inc. | 173.5K | $7.89M | $225.3K | Added$235.6K |
| TRUIST FINANCIAL CORP | 168.1K | $7.64M | $108.5K | Added$3.96M |
| CITIGROUP INC | 167.9K | $7.63M | $218.3K | Cut−$863.2K |
| PRINCIPAL FINANCIAL GROUP INC | 166.6K | $7.58M | $164.7K | Added$1.98M |
| Intergy Private Wealth, LLC | 162.4K | $7.39M | $211.2K | Added$132K |
| OXFORD FINANCIAL GROUP, LTD. LLC | 157.4K | $7.16M | $204.7K | Cut−$23.6K |
| MATHER GROUP, LLC. | 157.1K | $7.15M | $204.3K | Added$165.4K |
| Modera Wealth Management, LLC | 155.4K | $7.06M | $198.3K | Added$326.1K |
| JONES FINANCIAL COMPANIES LLLP | 155.8K | $6.89M | $5.89K | Added$2.28M |
| Bank of New York Mellon Corp | 144.6K | $6.58M | $117.2K | Added$2.59M |
| Focus Partners Wealth | 143.6K | $6.53M | $159.6K | Added$1.11M |
| Stanich Group LLC | 141.8K | $6.45M | $177.5K | Added$413.1K |
| Laurel Wealth Planning LLC | 132.2K | $6.01M | $171.9K | Cut−$94.7K |
| BALDWIN WEALTH PARTNERS LLC/MA | 128K | $5.82M | — | New |
| BANK OF MONTREAL /CAN/ | 127.8K | $5.81M | $142.9K | Added$954.8K |
| Steward Partners Investment Advisory, LLC | 127.2K | $5.79M | $151.4K | Added$640.2K |
| BROWN ADVISORY INC | 124K | $5.64M | $153.9K | Added$407.6K |
| Alesco Advisors LLC | 121.4K | $5.52M | $157.8K | Cut−$246.2K |
| Allworth Financial LP | 112.7K | $5.12M | $144.7K | Added$206.6K |
| Wealthspire Advisors, LLC | 111.1K | $5.05M | $144.4K | Added$29.4K |
| Quent Capital, LLC | 109.8K | $4.99M | $142.7K | Cut−$81.5K |
| BAILARD, INC. | 107.1K | $4.87M | $139.3K | Cut−$179.3K |
| Mirae Asset Global Investments Co., Ltd. | 105.1K | $4.78M | $136.6K | Cut−$185.8K |
| Sand Hill Global Advisors, LLC | 104.4K | $4.75M | $135.8K | Cut−$37.1K |
| ASSETMARK, INC | 101.3K | $4.61M | $131.7K | Cut−$192.8K |
| Financial Engines Advisors L.L.C. | 100.1K | $4.55M | — | New |
| EVOKE WEALTH, LLC | 97.9K | $4.45M | $127.2K | Added$127.2K |
| Cerity Partners LLC | 96.9K | $4.41M | $105.9K | Added$809.5K |
| High Note Wealth, LLC | 94.6K | $4.3M | $123K | Added$107.8K |
| Rockefeller Capital Management L.P. | 90.1K | $4.1M | $112.4K | Added$279.8K |
| Savant Capital, LLC | 89.9K | $4.09M | $104.4K | Added$539.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 87.4K | $3.97M | $113.6K | Cut−$12.6M |
| Apella Capital, LLC | 71.4K | $3.64M | $482.5K | Added$476K |
| Centennial Bank/AR/ | 79.4K | $3.61M | $52.5K | Added$1.83M |
| NORTHSTAR ASSET MANAGEMENT INC | 79.4K | $3.61M | $49.7K | Added$1.92M |
| GeoWealth Management, LLC | 77.3K | $3.51M | $100.5K | Cut−$316.1K |
| ALLIANCEBERNSTEIN L.P. | 78.6K | $3.47M | −$0 | Added$1.05M |
| Renaissance Technologies | 76.3K | $3.47M | $11.6K | Added$3.08M |
| Avise Financial Cooperative, Inc. | 74.2K | $3.37M | $90.1K | Added$315.4K |
| STIFEL FINANCIAL CORP | 74.1K | $3.37M | $88.6K | Added$359.1K |
| Baird Financial Group, Inc. | 72.1K | $3.28M | $93.8K | Added$31.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 70.6K | $3.2M | −$28.2K | Added$1.87M |
| rebel Financial LLC | 69.3K | $3.15M | $90.1K | Cut−$268.4K |
| &PARTNERS | 66.3K | $3.02M | $88.9K | Added$79.6K |
| Robertson Stephens Wealth Management, LLC | 65.3K | $2.97M | $78.1K | Added$313.6K |
| AlTi Global, Inc. | 64.7K | $2.94M | $84.1K | Added$84.1K |
| CABOT WEALTH MANAGEMENT INC | 63.8K | $2.9M | $73.3K | Added$409.9K |
| Perigon Wealth Management, LLC | 63.2K | $2.87M | $79K | Added$186.2K |
| QUADRANT CAPITAL GROUP LLC | 63.1K | $2.87M | $82K | Added$82K |
| BOKF, NA | 61.8K | $2.81M | $80.3K | Added$70.5K |
| CAPTRUST FINANCIAL ADVISORS | 61.4K | $2.79M | $79.9K | Added$73K |
| Koss-Olinger Consulting, LLC | 61.4K | $2.79M | $79.2K | Added$98.4K |
| Advisory Services Network, LLC | 61.3K | $2.79M | $79.7K | Cut−$433.8K |
| CRUX WEALTH ADVISORS | 60.7K | $2.76M | $78.9K | Added$57.8K |
| Archer Investment Management, LLC | 59.9K | $2.73M | $70.5K | Added$330.7K |
| HARBOUR INVESTMENTS, INC. | 59.3K | $2.7M | $73.7K | Added$195K |
| Sanctuary Advisors, LLC | 59K | $2.68M | $76.7K | Added$60.6K |
| Wescott Financial Advisory Group, LLC | 58.9K | $2.68M | $76.6K | Cut−$107.1K |
| STATE OF WISCONSIN INVESTMENT BOARD | 57.2K | $2.6M | $74.3K | Added$74.3K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 55.8K | $2.54M | $72.6K | Added$49.3K |
| One Wealth Advisors, LLC | 55K | $2.5M | $71.5K | Cut−$126K |
| Orion Porfolio Solutions, LLC | 54.7K | $2.49M | $71.1K | Cut−$888.1K |
| North Berkeley Wealth Management, LLC | 54K | $2.46M | — | New |
| KEYBANK NATIONAL ASSOCIATION/OH | 53.6K | $2.44M | $69.7K | Added$28.6K |
| One Capital Management, LLC | 53.3K | $2.42M | $55.1K | Added$551K |
| OneDigital Investment Advisors LLC | 53.1K | $2.41M | $68.5K | Added$85.1K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 52.8K | $2.4M | $68.6K | Cut−$184.5K |
| Impact Investors, Inc | 52.7K | $2.4M | $57.7K | Added$434.9K |
| CWM, LLC | 52.6K | $2.39M | $1.66M | Added$2.39M |
| Affiance Financial, LLC | 51.4K | $2.34M | $65.2K | Added$119.4K |
| Bear Mountain Capital, Inc. | 45.6K | $2.31M | $171.9K | Added$156.3K |
| Farther Finance Advisors, LLC | 50.2K | $2.3M | $58.2K | Added$721K |
| SOFI WEALTH, LLC | 47.4K | $2.15M | $47.8K | Added$530K |
| CITIZENS FINANCIAL GROUP INC/RI | 46.1K | $2.1M | $58.7K | Added$104K |
| HB Wealth Management, LLC | 45K | $2.05M | $53.5K | Added$228.4K |
| Horst & Graben Wealth Management LLC | 40.1K | $2.04M | $267.4K | Added$227.2K |
| Pitcairn Wealth Advisors LLC | 45.9K | $2.03M | $1 | Added$1 |
| XY Planning Network, Inc. | 43.8K | $2.01M | $70.7K | Added$91K |
| DRW Securities, LLC | 43.7K | $1.99M | $56.9K | Cut−$6.51M |
| Equitable Holdings, Inc. | 44.6K | $1.97M | $55 | Cut−$264.3K |
| JNBA Financial Advisors | 43.1K | $1.96M | $56.1K | Added$22.8K |
| Baron Financial Group, LLC | 42.6K | $1.94M | $55.4K | Cut−$71.2K |
| True Blue Financial, LLC | 42.4K | $1.93M | $55.2K | Cut−$34.3K |
| Dynamic Advisor Solutions LLC | 42.3K | $1.93M | $55K | Added$14.1K |
| Heritage Wealth Advisors | 41.9K | $1.91M | $52.1K | Added$135.5K |
| Brookstone Capital Management | 41.6K | $1.89M | $50.2K | Added$184.9K |
| Midwest Financial Partners Investments, Inc. | 41.4K | $1.88M | $52K | Added$115.9K |
| TIAA TRUST, NATIONAL ASSOCIATION | 41.1K | $1.87M | $47.9K | Cut−$184.9M |
| Alaska Wealth Advisors, LLC | 40.3K | $1.83M | $47.6K | Added$217.1K |
| Focus Partners Advisor Solutions, LLC | 40.4K | $1.83M | $46K | Cut−$255.6K |
| Merit Financial Group, LLC | 39.6K | $1.8M | $44.2K | Added$296.4K |
| Davis Wealth Advisors, LLC | 39.2K | $1.78M | $50.9K | Cut−$55K |
| Legacy Edge Advisors, LLC | 39K | $1.77M | $45.3K | Added$231.3K |
| Integrated Wealth Concepts LLC | 38.7K | $1.76M | $18.7K | Added$1.13M |
| Birchwood Financial Partners, Inc. | 37.7K | $1.71M | $49K | Added$28.2K |
| FRANKLIN RESOURCES INC | 37.7K | $1.71M | $48.6K | Added$60.4K |
| Sharkey, Howes & Javer | 37.3K | $1.7M | $48.5K | Cut−$98.3K |
| Haverford Trust Co | 37.3K | $1.7M | $48.5K | Cut−$79.1K |
| CreativeOne Wealth, LLC | 36.5K | $1.66M | $45.3K | Added$118.2K |
| Ethic Inc. | 36.3K | $1.65M | — | New |
| CHOREO, LLC | 36.2K | $1.64M | $39.8K | Added$6.42K |
| NorthRock Partners, LLC | 35.8K | $1.63M | $45.5K | Added$84.4K |
| Perennial Investment Advisors, LLC | 35.8K | $1.63M | $39.5K | Added$286K |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 35K | $1.59M | $24.2K | Added$766.8K |
| OSAIC HOLDINGS, INC. | 34.9K | $1.59M | $45.2K | Cut−$935K |
| Parallel Advisors, LLC | 34.6K | $1.57M | $31.4K | Added$506.9K |
| eCIO, Inc. | 34.3K | $1.56M | $21.2K | Added$837.3K |
| Neumann Capital Management, LLC | 34.1K | $1.55M | $44.3K | Added$10.3K |
| Aptus Capital Advisors, LLC | 33.9K | $1.54M | $44.1K | Added$32.9K |
| Wealth Architects, LLC | 33.9K | $1.54M | $44.1K | Added$39.5K |
| JMG Financial Group, Ltd. | 33.3K | $1.52M | $43.1K | Added$51.5K |
| Omega Financial Group, LLC | 33.3K | $1.51M | $43.3K | Cut−$200.6K |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 32.9K | $1.49M | $42.4K | Added$52.3K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 31.9K | $1.45M | $41.4K | Added$2.13K |
| Savvy Advisors, Inc. | 31.6K | $1.44M | $21K | Added$725.7K |
| SigFig Wealth Management, LLC | 31.4K | $1.43M | $40.9K | Cut−$11.9M |
| Kestra Advisory Services, LLC | 31.2K | $1.42M | $39.1K | Added$88.8K |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 31.2K | $1.42M | $40.5K | Added$27K |
| NOTTINGHAM ADVISORS, INC. | 31K | $1.41M | $40.3K | Added$7.29K |
| EQ LLC | 30.4K | $1.38M | $38.8K | Added$64.8K |
| Engineers Gate Manager LP | 30.3K | $1.38M | — | New |
| STALEY CAPITAL ADVISERS INC | 30K | $1.36M | $39K | Added$39K |
| TWO SIGMA SECURITIES, LLC | 29.7K | $1.35M | — | New |
| Integris Wealth Management, LLC | 29.4K | $1.34M | $38.2K | Cut−$19.9K |
| HILLTOP WEALTH ADVISORS, LLC | 29.2K | $1.33M | $24.2K | Added$506.1K |
| CANANDAIGUA NATIONAL CORP | 28.2K | $1.28M | — | Held |
| Weil Company, Inc. | 28.1K | $1.28M | $36.6K | Cut−$15.1K |
| WESBANCO BANK INC | 28K | $1.27M | $36.4K | Cut−$60.7K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 27.5K | $1.25M | $35.7K | Cut−$75.8K |
| Johnson Financial Group, Inc. | 27.3K | $1.24M | $31.8K | Added$159.5K |
| Torren Management, LLC | 27.2K | $1.24M | $35.3K | Cut−$57.3K |
| Balanced Rock Investment Advisors LLC | 27K | $1.23M | $34.5K | Added$52.1K |
| Maia Wealth LLC | 26.4K | $1.2M | −$94.3K | Cut−$223.3K |
| Equita Financial Network, Inc. | 26.1K | $1.19M | $32.6K | Added$77.9K |
| SAGE FINANCIAL GROUP INC | 26.1K | $1.18M | $20.4K | Added$492.2K |
| Vision Capital Management, Inc. | 26.1K | $1.18M | $33.9K | Added$23.5K |
| Trilogy Capital Inc. | 25.6K | $1.16M | $32.6K | Added$54.6K |
| Physician Wealth Advisors, Inc. | 25.2K | $1.14M | $29K | Added$158.1K |
| Pure Financial Advisors, LLC | 25.1K | $1.14M | $32.7K | Added$19.6K |
| Y-Intercept (Hong Kong) Ltd | 24.9K | $1.13M | $32.4K | Added$32.4K |
| RTD Financial Advisors, Inc. | 24.9K | $1.13M | $32.2K | Added$39.3K |
| WealthShield Partners, LLC | 24.6K | $1.12M | $29.9K | Added$101.1K |
| Greykasell Wealth Strategies, Inc. | 24.3K | $1.11M | $31.6K | Added$25.6K |
| Amundi | 24.1K | $1.1M | $31.3K | Cut−$402.3K |
| McKinley Carter Wealth Services, Inc. | 23.7K | $1.08M | $30.9K | Cut−$89.1K |
| Mutual Advisors, LLC | 23K | $1.05M | $25.8K | Added$172.1K |
| LFA - Lugano Financial Advisors SA | 22.7K | $1.03M | $11.4K | Added$645.6K |
| Compound Planning, Inc. | 22.2K | $1.01M | $23.1K | Added$226.1K |
| Ashton Thomas Private Wealth, LLC | 22.2K | $1.01M | $24.7K | Added$170.2K |
| Van Hulzen Asset Management, LLC | 22K | $1M | $27.6K | Added$63.5K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 20K | $1M | $34.6K | Added$567.1K |
| Trust Co | 21.9K | $995.8K | $28.5K | Cut−$151.6K |
| Opes Wealth Management LLC | 21.6K | $984.3K | $28.1K | Cut−$40.8K |
| CENTRAL TRUST Co | 21.5K | $978.6K | $27.3K | Added$52.1K |
| MGO ONE SEVEN LLC | 21.3K | $969.9K | $27.8K | Cut−$74.2K |
| SEEDS INVESTOR LLC | 19.4K | $968.2K | $53.8K | Added$550.7K |
| GOULD ASSET MANAGEMENT LLC /CA/ | 21K | $954.8K | $27.3K | Added$23.5K |
| Brooklyn FI, LLC | 20.8K | $945.6K | $27K | Added$10.2K |
| Jordan Park Group LLC | 20.1K | $913.4K | $25.3K | Added$52.6K |
| Krilogy Financial LLC | 18.2K | $909.1K | $43.6K | Cut−$11.4K |
| RFG Advisory, LLC | 19.6K | $892.5K | $25.5K | Cut−$71.7K |
| REGATTA CAPITAL GROUP, LLC | 19.5K | $884.9K | $23.4K | Added$90.9K |
| Western Wealth Management, LLC | 19.4K | $880.6K | $21.9K | Added$135.5K |
| Madrid Wealth Management, LLC | 19.3K | $878.8K | $25.1K | Added$25.1K |
| Ameraudi Asset Management, Inc. | 19.3K | $877.7K | $25.1K | Added$25.1K |
| OpenArc Corporate Advisory, LLC | 19.1K | $868.6K | $23.9K | Added$54.9K |
| Diversified Enterprises, LLC | 19.1K | $866.5K | $17.4K | Added$277.3K |
| OLIO Financial Planning | 19.1K | $866.5K | $24.8K | Added$16.2K |
| Gateway Wealth Partners, LLC | 19K | $864.5K | $7.82K | Added$598.9K |
| Cresset Asset Management, LLC | 18.8K | $855.1K | $24.4K | Added$25.4K |
| Annis Gardner Whiting Capital Advisors, LLC | 18.6K | $845.4K | $24.2K | Added$24.2K |
| EP Wealth Advisors, LLC | 18.6K | $845.3K | $23.8K | Added$37.3K |
| Mascoma Wealth Management LLC | 18.6K | $844.5K | $24.1K | Cut−$71.1K |
| Squarepoint Ops LLC | 18.6K | $843.6K | $6.61K | Added$619K |
| Decker Retirement Planning Inc. | 18.3K | $831.4K | $22.8K | Added$56.6K |
| Connecticut Wealth Management, LLC | 18.3K | $830.3K | $23.7K | Cut−$60.8K |
| Prism Advisors, Inc. | 18K | $819.4K | $23.4K | Added$20.2K |
| MassMutual Private Wealth & Trust, FSB | 17.9K | $814.8K | $23.3K | Cut−$89.4K |
| MainStreet Investment Advisors LLC | 17.9K | $814.8K | $23.3K | Cut−$63.6K |
| Napier Financial, LLC | 17.8K | $809.1K | $23.1K | Cut−$16.5K |
| Morling Financial Advisors, LLC | 17.6K | $801.9K | $22.9K | Added$7.2K |
| COMMERCE BANK | 17.6K | $798.7K | $21.9K | Added$53.7K |
| Private Wealth Management Group, LLC | 17.4K | $789.2K | $22.6K | Added$11.2K |
| BIRCHBROOK, INC. | 17.3K | $786K | $22.5K | Added$17.7K |
| Aureum Wealth Management, LLC | 17.1K | $775.9K | $21.6K | Added$41.3K |
| Bond & Devick Financial Network, Inc. | 16.8K | $765.8K | $21.9K | Added$22.6K |
| HUNTINGTON NATIONAL BANK | 16.5K | $751.2K | $21.2K | Added$32.4K |
| Boston Standard Wealth Management, LLC | 16.3K | $746.8K | $28.8K | Cut−$3.16K |
| WHITTIER TRUST CO | 16.2K | $741.2K | −$9.4K | Cut−$9.4K |
| White Lighthouse Investment Management Inc. | 16K | $726K | $20.8K | Cut−$3.1K |
| Regal Investment Advisors LLC | 15.8K | $719.1K | $20.6K | Cut−$94.4K |
| Snowden Capital Advisors LLC | 15.8K | $719.1K | $19.5K | Added$54.8K |
| Hardy Reed LLC | 15.6K | $710.5K | $20.3K | Added$20.3K |
| Fund Evaluation Group, LLC | 15.6K | $709.6K | $20.3K | Added$20.3K |
| Smart Portfolios, LLC | 15.5K | $706.3K | $19.7K | Added$35.4K |
| Shepherd Financial Partners LLC | 15.5K | $706.1K | $19.8K | Added$33K |
| Benchmark Financial, LLC | 15.5K | $705.1K | $18.9K | Added$64.3K |
| World Investment Advisors | 15.4K | $699.8K | $20K | Cut−$23.5K |
| Concurrent Investment Advisors, LLC | 15.2K | $692.2K | $14.6K | Added$195.4K |
| SAGESPRING WEALTH PARTNERS, LLC | 15.2K | $689.8K | $19.7K | Cut−$46.9K |
| Howland Capital Management LLC | 15.1K | $686.2K | $19.6K | Added$9.64K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 15.1K | $684.9K | $19.6K | Cut−$29.3K |
| Yukon Wealth Management, Inc. | 14.8K | $674.7K | −$24.9K | Cut−$24.9K |
Who left
- OLD MISSION CAPITAL LLC$24.6M
- Citadel$18.5M
- JANE STREET GROUP, LLC$13.1M
- 3EDGE Asset Management, LP$5.69M
- NewEdge Advisors, LLC$3.68M
- TrueWealth Financial Partners$1.96M
- BAROMETER CAPITAL MANAGEMENT INC.$1.13M
- Diversify Advisory Services, LLC$553K
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$280.9K
- AXXCESS WEALTH MANAGEMENT, LLC$249.8K
- Financial Alternatives, Inc$228.4K
- BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$221.4K
- BARCLAYS PLC$220K
- WealthPlan Investment Management, LLC$208.2K
- Spectrum Planning & Advisory Services Inc.$206K
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.