Stock
Reported value
$33.3B
Holders
1,940
+147 new · −104 exited
Holders’ est. mark
$2.14B
Price effect on 245 books still in the name
Largest holder
$2.49B
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.1% · $1.3B
- Citadel0.0% · $114.3M
- Renaissance Technologies0.0% · $10.9M
- Icahn Capital0.0% · $15.2M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 28.3M | $2.49B | $197.8M | Added$37.3M |
| MORGAN STANLEY | 23.3M | $2.05B | $162.6M | Added$29.7M |
| UBS Group AG | 15.3M | $1.35B | $62.6M | Added$621.7M |
| Fidelity | 14.7M | $1.3B | $102.8M | Cut−$522.7M |
| WELLS FARGO & COMPANY/MN | 13.2M | $1.16B | $91.8M | Added$96.3M |
| LPL Financial LLC | 10.2M | $897.5M | $71.2M | Cut−$218M |
| ENVESTNET ASSET MANAGEMENT INC | 8.99M | $792.2M | $62.8M | Cut−$774.7M |
| BlackRock, Inc. | 8.62M | $760.2M | $50.3M | Added$176.6M |
| JPMORGAN CHASE & CO | 8.87M | $752.9M | $33.3M | Cut−$208.5M |
| CITIGROUP INC | 7.12M | $627.7M | $49.8M | Added$43.1M |
| AMERIPRISE FINANCIAL INC | 7M | $618.9M | $50.8M | Added$28.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6.45M | $568.6M | $45.1M | Added$33.2M |
| RAYMOND JAMES FINANCIAL INC | 5.51M | $486.1M | $38.5M | Added$27.6M |
| Empower Advisory Group, LLC | 5.4M | $476.4M | $37.8M | Added$28.3M |
| ALLIANCEBERNSTEIN L.P. | 5.84M | $474.1M | $0 | Cut−$41.5M |
| NORTHERN TRUST CORP | 5.28M | $465.9M | $31.7M | Added$97.4M |
| TRUIST FINANCIAL CORP | 5.22M | $460M | $36.5M | Cut−$19.2M |
| HRTG GPE, LLC | 4.51M | $397.5M | $22.1M | Added$140.7M |
| ROYAL BANK OF CANADA | 3.82M | $337M | $26.7M | Added$20.4M |
| KEYBANK NATIONAL ASSOCIATION/OH | 3.62M | $318.9M | $25.3M | Added$17.9M |
| Sumitomo Mitsui Trust Group, Inc. | 3.61M | $318.6M | $25.3M | Cut−$217.8M |
| HighTower Advisors, LLC | 3.29M | $290.1M | $23M | Added$14.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.21M | $282.7M | $22.4M | Cut−$4.53M |
| Cerity Partners LLC | 3.16M | $278.5M | $22.1M | Added$12M |
| CIBC Bancorp USA Inc. | 2.7M | $237.8M | — | Held |
| Erste Asset Management GmbH | 2.66M | $225.5M | $9.72M | Added$15.7M |
| CAPTRUST FINANCIAL ADVISORS | 2.42M | $213M | $16.8M | Added$17.3M |
| STIFEL FINANCIAL CORP | 2.23M | $196.2M | $15.6M | Cut−$1.27M |
| Proficio Capital Partners LLC | 2.07M | $182.7M | $14.5M | Added$10.1M |
| Rockefeller Capital Management L.P. | 1.97M | $173.6M | $13.8M | Added$11.4M |
| Permanens Capital L.P. | 1.89M | $166.2M | $7.85M | Added$75.1M |
| GOLDMAN SACHS GROUP INC | 1.84M | $162.6M | $12.9M | Added$13M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.8M | $158.7M | $3.45M | Added$118.7M |
| OSAIC HOLDINGS, INC. | 1.79M | $157.4M | $12.5M | Cut−$11.6M |
| Cresset Asset Management, LLC | 1.77M | $156.2M | $12.1M | Added$16.1M |
| Arnhold LLC | 1.76M | $154.9M | $12.3M | Added$12.3M |
| EQUITABLE TRUST CO | 1.7M | $150.1M | $11.9M | Added$7.93M |
| Bank of New York Mellon Corp | 1.69M | $149M | $11.8M | Cut−$29.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.64M | $144.8M | $10.3M | Added$25.5M |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 1.64M | $144.2M | $11.4M | Added$1.82M |
| Chevy Chase Trust Holdings, LLC | 1.58M | $138.9M | $11M | Added$8.03M |
| Pennsylvania State University | 1.57M | $138.8M | $11M | Cut−$1.76M |
| GM Advisory Group, LLC | 1.57M | $138.4M | $10.7M | Added$14.4M |
| AlTi Global, Inc. | 1.57M | $138.1M | $11M | Added$9.23M |
| MOON CAPITAL MANAGEMENT LP | 1.56M | $137.5M | $10.9M | Added$10.9M |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1.49M | $131.4M | $10.2M | Added$13.4M |
| Mariner, LLC | 1.39M | $122.5M | $9.71M | Added$4.82M |
| Cetera Investment Advisers | 1.37M | $121.1M | $9.6M | Cut−$67.2M |
| Baird Financial Group, Inc. | 1.35M | $118.9M | $9.42M | Added$7.23M |
| Allianz SE | 1.35M | $118.7M | $8.62M | Added$18.6M |
| Citadel | 1.3M | $114.3M | $9.06M | Cut−$56.9M |
| PNC Financial Services Group, Inc. | 1.3M | $114.2M | $8.82M | Added$11.8M |
| CRCM LP | 1.25M | $111.1M | $5.57M | Added$52.7M |
| EMORY UNIVERSITY | 1.18M | $104.4M | $8.28M | Added$8.28M |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 1.16M | $102.4M | $7.73M | Added$12.6M |
| NEUBERGER BERMAN GROUP LLC | 1.13M | $99.9M | $7.92M | Added$5.45M |
| MML INVESTORS SERVICES, LLC | 1.13M | $99.8M | $7.91M | Cut−$71.2M |
| FRANKLIN RESOURCES INC | 1.11M | $97.6M | $7.74M | Added$2.29M |
| Focus Partners Wealth | 1.06M | $93.3M | $7.01M | Added$5.34M |
| First Command Advisory Services, Inc. | 1.03M | $90.8M | $7.2M | Added$1.42M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1.02M | $89.7M | $3.4M | Added$50.2M |
| Dynasty Wealth Management, LLC | 1.01M | $89.2M | $7.07M | Cut−$7.2M |
| DEUTSCHE BANK AG\ | 997.9K | $88M | $6.98M | Added$3.44M |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 971.7K | $85.7M | $6.48M | Added$10.5M |
| CENTRAL TRUST Co | 924.6K | $81.5M | $6.46M | Cut−$1.05M |
| FORBES J M & CO LLP | 918.8K | $81M | $6.42M | Cut−$15M |
| Tanglewood Wealth Management, Inc. | 917.3K | $80.9M | $6.41M | Cut−$3.71M |
| BARCLAYS PLC | 881.4K | $77.7M | $18.2K | Added$77.5M |
| OneDigital Investment Advisors LLC | 843.8K | $74.4M | $5.9M | Cut−$35.9M |
| ASSETMARK, INC | 843K | $74.3M | $5.89M | Cut−$10.4M |
| Creative Planning | 821.2K | $72.4M | $5.53M | Added$8.2M |
| Circle Wealth Management, LLC | 819.1K | $72.2M | $5.73M | Added$5.73M |
| ANDERSON HOAGLAND & CO | 807.6K | $71.2M | $5.64M | Added$4.85M |
| CWM, LLC | 766.4K | $67.6M | $67.5M | Added$67.4M |
| VCU Investment Management Co | 761.8K | $67.2M | $5.32M | Added$5.32M |
| National Philanthropic Trust | 760K | $67M | $5.31M | Cut−$8.16M |
| MAI Capital Management | 751.9K | $66.3M | $5.23M | Added$5.59M |
| Hamilton Wealth, LLC | 742.2K | $65.4M | $1.92M | Added$43.2M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 740.6K | $65.3M | $5.18M | Added$4.35M |
| Gotham Asset Management, LLC | 730K | $64.4M | $5.1M | Cut−$283.3K |
| Sanctuary Advisors, LLC | 728.3K | $64.2M | $5.09M | Cut−$12.9M |
| IEQ CAPITAL, LLC | 714.6K | $63M | $5M | Cut−$2.96M |
| MERCER GLOBAL ADVISORS INC /ADV | 682.5K | $60.2M | $4.74M | Cut−$3.11M |
| Oxbow Advisors, LLC | 680.5K | $60M | $4.76M | Cut−$5.14M |
| Narwhal Capital Management | 671.7K | $59.2M | $4.7M | Added$4.62M |
| AXXCESS WEALTH MANAGEMENT, LLC | 671.5K | $59.2M | $4.69M | Cut−$3.83M |
| EverSource Wealth Advisors, LLC | 666.4K | $58.8M | $4.66M | Cut−$12.2K |
| Biltmore Family Office, LLC | 662K | $58.4M | $4.63M | Added$4.53M |
| Capital Asset Advisory Services LLC | 641K | $58.1M | $3.81M | Cut−$5.81M |
| Williams Jones Wealth Management, LLC. | 656.4K | $57.9M | $4.43M | Added$6.41M |
| Steward Partners Investment Advisory, LLC | 639.9K | $56.4M | $4.47M | Cut−$3.05M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 625.6K | $55.2M | $4.37M | Cut−$11.3M |
| GenWealth Group, Inc. | 625.2K | $55.1M | $2.21M | Cut−$3.12M |
| JONES FINANCIAL COMPANIES LLLP | 648K | $55.1M | $1.56M | Added$21.8M |
| HSBC HOLDINGS PLC | 624.5K | $55M | $4.34M | Added$2.56M |
| Evercore Wealth Management, LLC | 620.6K | $54.7M | $4.34M | Added$3.93M |
| NATIONAL BANK OF CANADA /FI/ | 605.1K | $53.3M | $4.21M | Added$1.7M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 599.4K | $52.8M | — | Held |
| Merit Financial Group, LLC | 596K | $52.5M | $4.17M | Cut−$149.3K |
| Kestra Advisory Services, LLC | 592.8K | $52.3M | $3.93M | Added$6.64M |
| Mirae Asset Global Investments Co., Ltd. | 589.8K | $52M | $4.12M | Cut−$15.3M |
| Meridian Wealth Advisors, LLC | 585K | $51.6M | $3.99M | Added$5.25M |
| Intellus Advisors LLC | 576.4K | $50.8M | $4.03M | Added$3.2M |
| IFP Advisors, Inc | 566.9K | $50M | $3.96M | Added$3.52M |
| Stratos Wealth Partners, LTD. | 565.6K | $49.9M | $2.67M | Added$18.9M |
| Envestnet Portfolio Solutions, Inc. | 548K | $48.3M | $3.83M | Cut−$91.4M |
| Strategic Point Investment Advisors, LLC | 534.5K | $47.1M | $3.73M | Added$3.84M |
| BLAIR WILLIAM & CO/IL | 530.2K | $46.7M | $2.85M | Added$13.7M |
| CARL STUART INVESTMENT ADVISOR, INC | 528.8K | $46.6M | $3.7M | Added$1.11M |
| CADINHA & CO LLC | 521.6K | $46M | $3.65M | Added$3.23M |
| Equitable Holdings, Inc. | 690.7K | $45.2M | −$10.9M | Cut−$14.8M |
| Pictet Asset Management Holding SA | 527.9K | $44.8M | $1.53M | Added$7.2M |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 483.8K | $42.6M | $3.28M | Added$4.55M |
| Eurizon Asset Management Hungary Ltd. | 482K | $42.5M | — | New |
| Blue Trust, Inc. | 470.4K | $41.5M | $3.29M | Cut−$825.5K |
| Zhang Financial LLC | 463.7K | $40.9M | $3.24M | Added$2.46M |
| TD Waterhouse Canada Inc. | 457.1K | $40.9M | $3.63M | Added$5.24M |
| Capital Group Private Client Services, Inc. | 458.3K | $40.4M | $2.92M | Added$6.51M |
| Beacon Pointe Advisors, LLC | 455.5K | $40.2M | $2.15M | Added$15.2M |
| LIFE LINE WEALTH MANAGEMENT LLC | 432.5K | $38.1M | $3.02M | Cut−$29.6M |
| Argos Wealth Advisors, LLC | 430.2K | $37.9M | $3.01M | Added$2.83M |
| BANK OF MONTREAL /CAN/ | 429.3K | $37.9M | $2.8M | Added$5.37M |
| WESCAP Management Group, Inc. | 428.6K | $37.8M | $3M | Added$1.65M |
| SPINNAKER TRUST | 417.2K | $36.8M | $2.91M | Added$3.01M |
| SAGESPRING WEALTH PARTNERS, LLC | 395.8K | $34.9M | $2.77M | Cut−$12.1M |
| VPR Management LLC | 395.4K | $34.9M | $2.76M | Added$2.76M |
| China Universal Asset Management Co., Ltd. | 393.9K | $34.7M | $538.2K | Added$28.5M |
| MACKAY SHIELDS LLC | 390.1K | $34.4M | $2.73M | Cut−$4.16M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 600.5K | $34.1M | −$13M | Cut−$4.97M |
| BFSG, LLC | 386.9K | $34.1M | $2.68M | Added$2.95M |
| FOURPATH CAPITAL MANAGEMENT, LLC | 386.6K | $34.1M | $2.7M | Cut−$14.7M |
| West Family Investments, Inc. | 384.3K | $34.1M | $2.72M | Cut−$369.7K |
| FIFTH THIRD BANCORP | 381K | $33.6M | $152.9K | Added$31.8M |
| Independent Family Office, LLC | 373.6K | $32.9M | $2.61M | Added$1.54M |
| JANE STREET GROUP, LLC | 372.6K | $32.8M | $2.6M | Added$953.6K |
| Bank Julius Baer & Co. Ltd, Zurich | 371.7K | $32.8M | $2.6M | Added$807.7K |
| CIBC WORLD MARKET INC. | 356.8K | $31.5M | $2.07M | Added$7.47M |
| Corient Private Wealth LLC | 604K | $31.4M | −$17.6M | Cut−$23.8M |
| Concurrent Investment Advisors, LLC | 353.2K | $31.1M | $2.47M | Cut−$174.6M |
| Quent Capital, LLC | 353.1K | $31.1M | $2.47M | Cut−$2.59M |
| FIRST FOUNDATION ADVISORS | 347.8K | $30.7M | $2.39M | Added$2.91M |
| Chemistry Wealth Management LLC | 345.6K | $30.5M | $2.42M | Added$2.12M |
| Kingsview Wealth Management, LLC | 343.3K | $30.3M | $2.4M | Cut−$6.02M |
| Perigon Wealth Management, LLC | 342.5K | $30.2M | $2.39M | Cut−$3.12M |
| Orion Porfolio Solutions, LLC | 341.2K | $30.1M | $2.38M | Added$572.7K |
| New Harbor Financial Group, LLC | 341.1K | $30.1M | — | New |
| Summit Trail Advisors, LLC | 336.1K | $29.6M | $2.02M | Added$6.2M |
| Mader & Shannon Wealth Management, Inc. | 332.9K | $29.4M | $5.12M | Cut−$147.2K |
| Dakota Wealth Management | 328.9K | $29M | $2.3M | Added$1.2M |
| Parcion Private Wealth LLC | 328.8K | $29M | $2.3M | Added$1.86M |
| Quadrature Capital Ltd | 324.5K | $28.6M | — | New |
| CHATHAM CAPITAL GROUP, INC. | 324K | $28.6M | $2.26M | Cut−$799.8K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 323.6K | $28.5M | $2.13M | Added$3.76M |
| VCI Wealth Management LLC | 318.1K | $28M | $2.22M | Cut−$7.23M |
| Checchi Capital Advisers, LLC | 316.9K | $27.9M | $2.22M | Cut−$1.15M |
| Prime Capital Investment Advisors, LLC | 315.6K | $27.8M | $2.18M | Added$2.5M |
| Integrated Wealth Concepts LLC | 315.1K | $27.8M | $2.2M | Cut−$999K |
| BOKF, NA | 306.3K | $27M | $2.06M | Added$3.04M |
| Cardinal Point Capital Management ULC | 303.4K | $26.7M | $2.09M | Added$2.53M |
| Farther Finance Advisors, LLC | 298.2K | $26.7M | $1.46M | Added$12.8M |
| AMG National Trust Bank | 302.6K | $26.7M | $2.07M | Added$2.59M |
| Vision Capital Management, Inc. | 301.6K | $26.6M | $2.11M | Cut−$4.43M |
| BALDWIN WEALTH PARTNERS LLC/MA | 294.8K | $26M | $2.05M | Added$2.14M |
| OPPENHEIMER ASSET MANAGEMENT INC. | 293.7K | $25.9M | $2.05M | Added$1.23M |
| Modern Wealth Management, LLC | 280.7K | $25.2M | $2.39M | Added$1.59M |
| Fifth Third Securities, Inc. | 285.1K | $25.1M | $1.99M | Added$47.3K |
| JAMES INVESTMENT RESEARCH, INC. | 285K | $25.1M | $1.99M | Cut−$2.42M |
| Coastal Bridge Advisors, LLC | 283.3K | $25M | $1.94M | Added$2.4M |
| COMMERCE BANK | 279.6K | $24.7M | $1.19M | Added$10.8M |
| Wallington Asset Management, LLC | 278.3K | $24.5M | $1.95M | Added$1.46M |
| Ashton Thomas Private Wealth, LLC | 277.1K | $24.4M | $1.94M | Added$378.4K |
| Parker Investment Management, LLC | 275.1K | $24.3M | $1.92M | Cut−$28.6M |
| STEPHENS INC /AR/ | 273.8K | $24.1M | $1.91M | Added$879.8K |
| Modus Advisors, LLC | 273.3K | $24.1M | $1.91M | Cut−$29K |
| Cypress Capital Group | 272.1K | $24M | $1.9M | Added$1.7M |
| FIRST AMERICAN TRUST, FSB | 268.9K | $23.7M | $1.88M | Cut−$3.76M |
| SYON CAPITAL LLC | 259.9K | $22.9M | $1.82M | Cut−$1.24M |
| Allworth Financial LP | 259.9K | $22.9M | $1.79M | Added$2.17M |
| Summit Financial, LLC | 256.6K | $22.6M | $1.79M | Added$698.8K |
| Cercano Management LLC | 254.3K | $22.4M | $1.78M | Cut−$18M |
| OpenArc Corporate Advisory, LLC | 254.3K | $22.4M | $1.26M | Added$7.8M |
| Sunbelt Securities, Inc. | 253.7K | $22.4M | $1.77M | Added$1.08M |
| Brookstone Capital Management | 248.4K | $21.9M | $1.74M | Cut−$1.62M |
| Pictet North America Advisors SA | 248.2K | $21.9M | $1.73M | Added$1.73M |
| Cyndeo Wealth Partners, LLC | 247.8K | $21.8M | $1.73M | Added$284.6K |
| UMB Bank, n.a. | 246.2K | $21.7M | $1.72M | Added$1.6M |
| US BANCORP \DE\ | 244.9K | $21.6M | $1.71M | Cut−$12.8M |
| M&T Bank Corp | 242.1K | $21.3M | $1.69M | Cut−$4.71M |
| SOFI WEALTH, LLC | 241.1K | $21.3M | $1.69M | Cut−$1.27M |
| Mill Creek Capital Advisors, LLC | 240.9K | $21.2M | $1.42M | Added$4.74M |
| TruWealth Advisors, LLC | 240.9K | $21.2M | $1.65M | Added$2.05M |
| EVOLVE PRIVATE WEALTH, LLC | 240.6K | $21.2M | $1.68M | Added$76.5K |
| Timber Creek Capital Management LLC | 240.5K | $21.2M | $1.59M | Added$2.77M |
| CPA Asset Management Group, LLC | 236.8K | $20.9M | $1.66M | Added$661.6K |
| BCWM, LLC | 236.7K | $20.9M | $1.65M | Cut−$3.34M |
| Norris Financial Group, LLC | 236.6K | $20.9M | $1.65M | Added$1.53M |
| Sterling Financial Planning, Inc. | 235.3K | $20.7M | $1.64M | Cut−$193K |
| Savvy Advisors, Inc. | 234.3K | $20.7M | $1.64M | Cut−$5.37M |
| Faithward Advisors, LLC | 233.7K | $20.6M | $1.63M | Added$444K |
| Private Advisor Group, LLC | 231.1K | $20.4M | $1.62M | Cut−$470.9K |
| Sigma Planning Corp | 225.8K | $19.9M | $1.55M | Added$1.96M |
| Fielder Capital Group LLC | 221.1K | $19.5M | $1.55M | Added$151K |
| Advisory Services Network, LLC | 216.7K | $19.1M | $1.51M | Cut−$195.4K |
| MGO ONE SEVEN LLC | 216.5K | $19.1M | $1.51M | Cut−$9.16M |
| JSF Financial, LLC | 215.2K | $19M | $1.5M | Added$308.1K |
| Verger Capital Management LLC | 213.1K | $18.8M | $1.49M | Cut−$3.2M |
| QUEST INVESTMENT MANAGEMENT LLC | 212.8K | $18.8M | $1.49M | Cut−$3.01M |
| Leonard Rickey Investment Advisors P.L.L.C. | 212.5K | $18.7M | $1.49M | Cut−$1.75M |
| NorthCrest Asset Manangement, LLC | 212.3K | $18.7M | $897.8K | Cut−$3.46M |
| PRUDENTIAL PLC | 211.6K | $18.7M | $1.48M | Cut−$2.96M |
| BROWN ADVISORY INC | 209.6K | $18.5M | $1.4M | Added$2.17M |
| Lifeworks Advisors, LLC | 208.5K | $18.4M | $1.46M | Cut−$149.6K |
| HB Wealth Management, LLC | 206.4K | $18.2M | $1.44M | Added$1.41M |
| EVOKE WEALTH, LLC | 205.9K | $18.2M | $1.44M | Added$1.38M |
| TRUE Private Wealth Advisors | 205.7K | $18.1M | $258K | Added$15.1M |
| Hamilton Point Investment Advisors, LLC | 205.3K | $18.1M | $1.42M | Added$1.57M |
| &PARTNERS | 203.8K | $18M | $1.44M | Added$1.22M |
| DT Investment Partners, LLC | 203.1K | $17.9M | $1.42M | Added$1.45M |
| HUNTINGTON NATIONAL BANK | 202.9K | $17.9M | $1.42M | Added$1.38M |
| CSS LLC/IL | 200K | $17.6M | $1.38M | Added$1.62M |
| Forza Wealth Management, LLC | 197.4K | $17.4M | $1.38M | Added$457.8K |
| SAGE RHINO CAPITAL LLC | 194.7K | $17.2M | $1.36M | Cut−$7.24M |
| White Lighthouse Investment Management Inc. | 193.6K | $17.1M | $1.35M | Added$289.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 193.5K | $17.1M | $1.35M | Added$49.2K |
| GAMCO INVESTORS, INC. ET AL | 187.2K | $16.5M | $1.31M | Added$1.31M |
| Purkiss Capital Advisors LLC | 187K | $16.5M | $1.24M | Added$2.06M |
| SAGE PRIVATE WEALTH GROUP, LLC | 187K | $16.5M | $1.3M | Added$1.36M |
| Advocacy Wealth Management, LLC | 185.4K | $16.3M | $1.3M | Cut−$14.4M |
| Resonant Capital Advisors, LLC | 184.4K | $16.3M | $1.29M | Cut−$4.28M |
| Three Bridge Wealth Advisors, LLC | 184.3K | $16.3M | $1.29M | Added$186.9K |
| Wealth Management Partners, LLC | 182.9K | $16.1M | $1.28M | Cut−$90.3K |
| Private Harbour Investment Management & Counsel, LLC | 181.6K | $16M | $1.27M | Added$935.6K |
| Van Hulzen Asset Management, LLC | 181.4K | $16M | $1.27M | Cut−$440.5K |
| Wealth Quarterback LLC | 181.4K | $16M | $1.27M | Cut−$344.5K |
| Kaydan Wealth Management, Inc. | 178K | $15.7M | $1.24M | Cut−$19.3M |
| Regency Capital Management Inc.\DE | 176.2K | $15.5M | $1.23M | Added$1.28M |
| Legend Financial Advisors, Inc. | 175.7K | $15.5M | $1.23M | Cut−$306K |
| NTV Asset Management LLC | 175.3K | $15.5M | $1.23M | Added$680.2K |
| Clear Harbor Asset Management, LLC | 174.7K | $15.4M | $1.22M | Cut−$2.04M |
| World Investment Advisors | 172.9K | $15.2M | $1.21M | Added$80.1K |
| Icahn Capital | 172.7K | $15.2M | $783.2K | Added$6.13M |
| BRAVE ASSET MANAGEMENT INC | 172K | $15.2M | $1.2M | Added$467.5K |
| EFG International AG | 171.7K | $15.1M | $1.2M | Added$919K |
| Apollon Wealth Management, LLC | 168.4K | $14.8M | $1.18M | Added$465.1K |
| Well Done, LLC | 167.8K | $14.8M | $1.16M | Added$1.34M |
| Stonebridge Financial Group, LLC | 166.2K | $14.6M | $1.16M | Added$982.6K |
| Beacon Harbor Wealth Advisors, Inc. | 165.2K | $14.6M | $1.15M | Added$820.8K |
| Spectrum Asset Management, Inc. (NB/CA) | 160.3K | $14.1M | $1.12M | Added$455.2K |
| STEPHEN J. GARRY & ASSOCIATES, LLC | 160.1K | $14.1M | $1.11M | Added$1.2M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 159.4K | $14.1M | $1.11M | Cut−$20.7M |
Who left
- Silver Point Capital L.P.$157.9M
- NewEdge Advisors, LLC$95.6M
- Fore Capital, LLC$16.9M
- KM Capital Management Ltd.$13.5M
- Diversify Advisory Services, LLC$9.14M
- True North Advisors, LLC$8.26M
- Howard Capital Management Inc.$5.71M
- Gunderson Capital Management Inc.$4.86M
- F/m Investments LLC$4.83M
- Capital Advisory Group Advisory Services, LLC$4.45M
- J.W. COLE ADVISORS, INC.$4.45M
- Forthright Family Wealth Advisory LLC$3.82M
- MMBG INVESTMENT ADVISORS CO.$3.48M
- Almanack Investment Partners, LLC.$3M
- Guardian Capital, LLC$3M
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.