Stock
Reported value
$11.4B
Holders
995
+61 new · −157 exited
Holders’ est. mark
−$788.5M
Price effect on 244 books still in the name
Largest holder
$2.21B
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $54.4M
- Renaissance Technologies0.0% · $3.45M
- Fidelity0.0% · $53.8M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 6.93M | $2.21B | −$172.7M | Cut−$187.9M |
| FIFTH THIRD BANCORP | 2.58M | $821.5M | −$63.5M | Cut−$52.8M |
| JONES FINANCIAL COMPANIES LLLP | 2.17M | $672.3M | −$73.5M | Cut−$76.2M |
| JPMORGAN CHASE & CO | 1.65M | $509.9M | −$57.5M | Cut−$447.4M |
| MORGAN STANLEY | 1.28M | $408M | −$31.9M | Cut−$468.6M |
| LPL Financial LLC | 1.21M | $386M | −$30.2M | Cut−$1.17B |
| GOLDMAN SACHS GROUP INC | 1.13M | $359M | −$27.7M | Cut−$21.9M |
| Focus Partners Wealth | 1.04M | $330.8M | −$25.9M | Cut−$26.7M |
| WELLS FARGO & COMPANY/MN | 853.1K | $271.3M | −$21.2M | Cut−$41.6M |
| TWO SIGMA INVESTMENTS, LP | 798.5K | $254M | −$7.51M | Added$150.5M |
| Cresset Asset Management, LLC | 791.9K | $251.9M | −$19.7M | Cut−$30.3M |
| IEQ CAPITAL, LLC | 715.4K | $227.6M | −$17.5M | Cut−$13.7M |
| UBS Group AG | 689.5K | $219.3M | −$17.2M | Cut−$29.7M |
| PNC Financial Services Group, Inc. | 441.6K | $140.5M | −$10.8M | Cut−$8.83M |
| RAYMOND JAMES FINANCIAL INC | 421.3K | $134M | −$10.5M | Cut−$27.5M |
| EVOKE WEALTH, LLC | 404.9K | $128.8M | −$10.1M | Cut−$11.4M |
| AMERIPRISE FINANCIAL INC | 366.9K | $122.7M | −$3.17M | Cut−$81.4M |
| ENVESTNET ASSET MANAGEMENT INC | 348.7K | $110.9M | −$8.68M | Cut−$3.52B |
| COMMONWEALTH EQUITY SERVICES, LLC | 275.8K | $87.7M | −$6.87M | Cut−$72.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 272.5K | $86.7M | −$6.79M | Cut−$64.5M |
| CM WEALTH ADVISORS LLC | 241.7K | $76.9M | −$6.02M | Cut−$7.93M |
| ROYAL BANK OF CANADA | 226.8K | $72.1M | −$5.64M | Cut−$30.1M |
| SNS Financial Group, LLC | 221.7K | $70.5M | −$5.25M | Cut−$1.79M |
| BANK OF MONTREAL /CAN/ | 177.2K | $56.4M | −$4.41M | Cut−$5M |
| Icahn Capital | 171K | $54.4M | −$4.19M | Cut−$3.28M |
| Ensign Peak Advisors, Inc | 170.5K | $54.2M | −$4.24M | Cut−$4.24M |
| Fidelity | 169.2K | $53.8M | −$4.19M | Cut−$3.83M |
| Cerity Partners LLC | 166.5K | $53M | −$4.15M | Cut−$4.24M |
| OneDigital Investment Advisors LLC | 163.4K | $52M | −$4.07M | Cut−$139M |
| Mariner, LLC | 162.9K | $51.7M | −$4.18M | Cut−$25.3M |
| CWM, LLC | 155.9K | $49.6M | $49.5M | Added$49.2M |
| SIGNATUREFD, LLC | 155K | $49.3M | −$3.86M | Cut−$5.93M |
| Sanctuary Advisors, LLC | 151.7K | $48.3M | −$3.78M | Cut−$71.3M |
| Quantinno Capital Management LP | 137.9K | $43.9M | −$3.43M | Cut−$3.76M |
| OSAIC HOLDINGS, INC. | 137.3K | $43.7M | −$3.41M | Cut−$22.4M |
| AGF MANAGEMENT LTD | 135.7K | $43.2M | −$3.38M | Cut−$5.27M |
| ALPS ADVISORS INC | 131.4K | $41.8M | −$3.24M | Cut−$2.86M |
| Dorsey & Whitney Trust CO LLC | 124.5K | $39.6M | −$3.1M | Cut−$3.16M |
| FRANKLIN RESOURCES INC | 124K | $39.4M | −$2.88M | Cut−$163.2K |
| Cetera Investment Advisers | 120.8K | $38.4M | −$3.01M | Cut−$238.2M |
| RIA Advisory Group LLC | 115.3K | $36.7M | −$2.7M | Cut−$460.9K |
| Integrated Wealth Concepts LLC | 114.1K | $36.3M | −$2.84M | Cut−$6.03M |
| Financial Partners Group, Inc | 113.1K | $36M | −$2.88M | Cut−$3.04M |
| OAKWORTH CAPITAL, INC. | 100.9K | $32.1M | −$2.51M | Cut−$3.21M |
| Demars Financial Group, LLC | 100.5K | $32M | −$2.5M | Cut−$3.67M |
| Steward Partners Investment Advisory, LLC | 96.2K | $30.6M | −$2.4M | Cut−$20.9M |
| BROWN ADVISORY INC | 94.8K | $30.2M | −$1.55M | Added$8.84M |
| IFP Advisors, Inc | 94K | $29.9M | −$2.34M | Cut−$6.14M |
| Pathstone Holdings, LLC | 90.6K | $28.8M | −$2.26M | Cut−$3.6M |
| Financial Enhancement Group LLC | 82.4K | $28.8M | $879.3K | Added$2.14M |
| Ackerman Asset Management, LLC | 87.6K | $27.9M | −$2.18M | Cut−$2.58M |
| &PARTNERS | 87.4K | $27.8M | −$2.2M | Cut−$2.42M |
| Rockefeller Capital Management L.P. | 86.7K | $27.6M | −$2.16M | Cut−$8.62M |
| Harbour Trust & Investment Management Co | 82.4K | $26.2M | −$2M | Cut−$1.39M |
| CAPTRUST FINANCIAL ADVISORS | 78.4K | $24.9M | −$1.95M | Cut−$2.21M |
| Empowered Funds, LLC | 78.1K | $24.9M | — | New |
| Amplius Wealth Advisors, LLC | 76.6K | $24.3M | −$1.84M | Cut−$1.03M |
| Marin Bay Wealth Advisors, LLC | 76.5K | $24.3M | −$1.9M | Cut−$2.47M |
| OLD NATIONAL BANCORP /IN/ | 75K | $23.9M | −$1.68M | Added$711.1K |
| Cardinal Strategic Wealth Guidance | 67.2K | $21.4M | −$1.62M | Cut−$910.7K |
| MERCER GLOBAL ADVISORS INC /ADV | 64K | $20.4M | −$1.59M | Cut−$5.84M |
| INTEGRITY ALLIANCE, LLC. | 63.9K | $20.3M | −$1.42M | Added$836.1K |
| Panoramic Capital Partners, LLC | 62.6K | $19.9M | −$1.51M | Cut−$863.8K |
| PATTEN & PATTEN INC/TN | 62.1K | $19.8M | −$1.55M | Cut−$1.81M |
| Avid Wealth Partners LLC | 60.1K | $19.1M | −$1.41M | Cut−$268.4K |
| Wealth Forward, LLC | 59.8K | $19M | −$1.47M | Cut−$1.31M |
| Jackson Wealth Management, LLC | 58.7K | $18.7M | −$1.46M | Cut−$1.71M |
| Investors Research Corp | 58.6K | $18.7M | −$1.45M | Cut−$1.39M |
| Wealth Group Ltd | 56.8K | $18.1M | −$1.33M | Cut−$227.8K |
| Stratos Wealth Partners, LTD. | 56.1K | $17.8M | −$1.18M | Added$1.58M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 55.9K | $17.8M | −$1.39M | Cut−$3.67M |
| BROWN BROTHERS HARRIMAN & CO | 54.5K | $17.3M | −$1.36M | Cut−$2.39M |
| Kestra Advisory Services, LLC | 54.4K | $17.3M | −$1.35M | Cut−$5.79M |
| Merit Financial Group, LLC | 52.6K | $16.7M | −$1.31M | Cut−$10.6M |
| Jump Financial, LLC | 52.3K | $16.6M | −$233.4K | Added$13.4M |
| TRUIST FINANCIAL CORP | 51.7K | $16.4M | −$1.29M | Cut−$42.3M |
| NORTHERN TRUST CORP | 51.1K | $16.3M | −$1.27M | Cut−$1.39M |
| Creative Planning | 50K | $15.9M | −$1.16M | Cut−$110K |
| One Wealth Advisors, LLC | 49K | $15.6M | −$1.22M | Cut−$2.06M |
| Ancora Advisors LLC | 48K | $15.3M | −$1.14M | Cut−$379.8K |
| US BANCORP \DE\ | 47.8K | $15.2M | −$1.19M | Cut−$36.8M |
| HighTower Advisors, LLC | 47.7K | $15.2M | −$1.19M | Cut−$3.88M |
| MML INVESTORS SERVICES, LLC | 47.1K | $15M | −$1.17M | Cut−$293.8M |
| QUEST INVESTMENT MANAGEMENT LLC | 47K | $14.9M | −$1.17M | Cut−$1.17M |
| Meridian Wealth Advisors, LLC | 46.6K | $14.8M | −$1.16M | Cut−$1.14M |
| MB Generational Wealth, LLC | 45.9K | $14.6M | −$1.14M | Cut−$1.29M |
| Roof Eidam Maycock Peralta, LLC | 45.5K | $14.5M | −$1.13M | Cut−$1.18M |
| KEYBANK NATIONAL ASSOCIATION/OH | 43.9K | $14M | −$1.09M | Cut−$1.38M |
| Waverly Advisors, LLC | 43.3K | $13.8M | −$1.08M | Cut−$4.8M |
| M&T Bank Corp | 43.2K | $13.8M | −$1.08M | Cut−$3.5M |
| Rothschild Wealth LLC | 43.2K | $13.7M | −$963.4K | Added$462.5K |
| GTS SECURITIES LLC | 42.8K | $13.6M | −$223.2K | Added$10.5M |
| Detalus Advisors, LLC | 42.7K | $13.6M | −$1.06M | Cut−$12.3M |
| Keebeck Wealth Management | 42.5K | $13.5M | −$1.06M | Cut−$8.03M |
| Fifth Third Securities, Inc. | 42.2K | $13.4M | −$950.5K | Added$323.4K |
| Carnegie Investment Counsel | 41.8K | $13.3M | −$1.01M | Cut−$606.2K |
| TSA Wealth Managment LLC | 41.6K | $13.2M | −$1.04M | Cut−$10.6M |
| FIRST NATIONAL BANK OF OMAHA | 42.9K | $13.2M | −$1.58M | Cut−$1.88M |
| Farther Finance Advisors, LLC | 40.9K | $13.1M | −$925K | Cut−$14.1M |
| VICUS CAPITAL | 40.4K | $12.8M | −$1M | Cut−$27.5M |
| SAGESPRING WEALTH PARTNERS, LLC | 39.4K | $12.5M | $11.4M | Added$4.38M |
| Corient Private Wealth LLC | 39.6K | $12.3M | −$1.23M | Cut−$2.47M |
| Affinity Capital Advisors, LLC | 38.6K | $12.3M | −$961.8K | Cut−$4.56M |
| Fifth Third Wealth Advisors LLC | 38.3K | $12.2M | −$953.1K | Cut−$13M |
| Bank of New York Mellon Corp | 38.1K | $12.1M | −$948.3K | Cut−$175M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37.7K | $12M | −$33.3K | Added$11.5M |
| Continuum Advisory, LLC | 37.6K | $12M | −$936.7K | Cut−$1.36M |
| Equitable Holdings, Inc. | 33.6K | $11.5M | −$10.2K | Cut−$6.44M |
| XTX Topco Ltd | 36K | $11.5M | — | New |
| Fiduciary Planning LLC | 34.9K | $11.1M | −$832K | Cut−$350.1K |
| One Capital Management, LLC | 34.3K | $10.9M | −$853.4K | Cut−$12.4M |
| EP Wealth Advisors, LLC | 32.6K | $10.4M | −$811.8K | Cut−$942.8K |
| Segment Wealth Management, LLC | 32.5K | $10.3M | −$809.2K | Cut−$930.7K |
| Prospera Financial Services Inc | 32.1K | $10.2M | −$728.1K | Added$180.6K |
| Private Advisor Group, LLC | 32.1K | $10.2M | −$798.2K | Cut−$14.6M |
| Wharton Business Group, LLC | 31.9K | $10.1M | −$781.1K | Cut−$620.5K |
| Concurrent Investment Advisors, LLC | 31.9K | $10.1M | −$793.1K | Cut−$3.71M |
| Quantum Financial Advisors, LLC | 414.3K | $10M | −$152.3K | Added$986.9K |
| Kilter Group LLC | 30.7K | $9.77M | −$765.2K | Cut−$2.68M |
| Snowden Capital Advisors LLC | 30.3K | $9.63M | −$748.9K | Cut−$686.2K |
| ES4, LLC | 30.1K | $9.57M | −$749.6K | Cut−$1.49M |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 30K | $9.54M | −$747K | Cut−$747K |
| D.A. DAVIDSON & CO. | 29.4K | $9.36M | −$662.2K | Added$240.2K |
| ATTICUS WEALTH MANAGEMENT, LLC | 28.8K | $9.17M | −$718.2K | Cut−$880.1K |
| Aft, Forsyth & Sober, LLC | 28.8K | $9.16M | −$717.1K | Cut−$940.1K |
| KICKSTAND VENTURES, LLC. | 28.6K | $9.1M | −$707.6K | Cut−$641.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 28.6K | $9.1M | −$713.7K | Cut−$91.6M |
| STOCK YARDS BANK & TRUST CO | 28.5K | $9.07M | −$710K | Cut−$1.25M |
| WCG Wealth Advisors LLC | 28.3K | $9.01M | −$705K | Cut−$716K |
| Legacy Advisors, LLC | 27.4K | $8.72M | −$682.7K | Cut−$682.7K |
| McKinley Carter Wealth Services, Inc. | 27.1K | $8.62M | −$674.4K | Cut−$877.7K |
| PMG Wealth Management, Inc. | 26.7K | $8.49M | −$664.8K | Cut−$764.6K |
| Pinnacle Financial Partners, Inc. | 25.5K | $8.11M | −$610.3K | Cut−$293.2K |
| CARRET ASSET MANAGEMENT, LLC | 25.4K | $8.08M | −$632.8K | Cut−$641K |
| PRIVATE CLIENT SERVICES, LLC | 25K | $7.97M | −$621.3K | Cut−$593K |
| ALLIANCEBERNSTEIN L.P. | 23.2K | $7.97M | −$1 | Cut−$18.2K |
| Vise Technologies, Inc. | 23.1K | $7.92M | $0 | Held |
| LIBERTY WEALTH MANAGEMENT LLC | 24.7K | $7.84M | −$605K | Cut−$2.49M |
| STIFEL FINANCIAL CORP | 24.5K | $7.78M | −$608.8K | Cut−$75.7M |
| Onyx Bridge Wealth Group LLC | 23.8K | $7.58M | −$593.2K | Cut−$3.92M |
| Van Hulzen Asset Management, LLC | 23.7K | $7.54M | −$588.7K | Cut−$566.7K |
| Yanni & Associates Investment Advisors, LLC | 23.5K | $7.46M | −$582.7K | Cut−$563.6K |
| Robertson Stephens Wealth Management, LLC | 23.4K | $7.45M | −$582.8K | Cut−$906.9K |
| Sandbox Financial Partners, LLC | 23.1K | $7.35M | −$525.3K | Added$119.8K |
| FINANCIAL LIFE ADVISORS | 23.1K | $7.35M | −$575.6K | Cut−$1.89M |
| HB Wealth Management, LLC | 22.9K | $7.27M | −$569.4K | Cut−$636.6K |
| Federation des caisses Desjardins du Quebec | 22.7K | $7.21M | −$564.2K | Cut−$763.8K |
| WEALTH ALLIANCE, LLC | 22.5K | $7.17M | −$561.1K | Cut−$14.7M |
| W ADVISORS, LLC | 22.4K | $7.13M | −$558.1K | Cut−$2.28M |
| Alternative Investment Advisors, LLC. | 22.2K | $7.08M | −$554.8K | Cut−$1.02M |
| Apollon Wealth Management, LLC | 22.2K | $7.05M | −$551.5K | Cut−$4.86M |
| FSA WEALTH PARTNERS, INC. | 22.1K | $7.04M | −$551.3K | Cut−$2.78M |
| Ascent Group, LLC | 22K | $7.01M | −$548.7K | Cut−$1.33M |
| BLAIR WILLIAM & CO/IL | 21.9K | $6.98M | −$545.9K | Cut−$634.7K |
| Cypress Wealth Services, LLC | 21.5K | $6.84M | −$535.6K | Cut−$14.4M |
| SCS Capital Management LLC | 21.4K | $6.81M | −$528K | Cut−$463.1K |
| Manchester Capital Management LLC | 21.3K | $6.76M | −$529.5K | Cut−$529.5K |
| MONECO ADVISORS, LLC | 21.1K | $6.71M | −$524.9K | Cut−$1.03M |
| Savvy Advisors, Inc. | 21K | $6.69M | −$523.4K | Cut−$11.1M |
| JOHNSON INVESTMENT COUNSEL INC | 20.7K | $6.59M | −$515.7K | Cut−$668K |
| Client First Capital LLC | 20.1K | $6.39M | −$499.9K | Cut−$494.8K |
| PATTON ALBERTSON MILLER GROUP, LLC | 19.5K | $6.2M | −$480.9K | Cut−$422.7K |
| Quotient Wealth Partners, LLC | 19.5K | $6.19M | −$371K | Added$1.08M |
| Security Financial Services, INC. | 19.3K | $6.13M | −$426.2K | Added$258K |
| HSBC HOLDINGS PLC | 19K | $6.05M | −$380K | Added$812.8K |
| NTV Asset Management LLC | 18.9K | $6M | −$470.1K | Cut−$1.1M |
| Pinion Investment Advisors, LLC | 18.7K | $5.95M | −$373.4K | Added$802.8K |
| Kaydan Wealth Management, Inc. | 18.7K | $5.93M | −$446K | Cut−$210K |
| Advisory Services Network, LLC | 18.4K | $5.86M | −$459.1K | Cut−$4.62M |
| HUNTINGTON NATIONAL BANK | 18.4K | $5.84M | −$457.1K | Cut−$693.8K |
| VERUS CAPITAL PARTNERS, LLC | 18.3K | $5.83M | −$456.7K | Cut−$1.94M |
| CFS Investment Advisory Services, LLC | 16.6K | $5.82M | $112.2K | Cut−$10.5M |
| Veridan Wealth LLC | 18.2K | $5.78M | −$448.8K | Cut−$400.8K |
| CITIZENS FINANCIAL GROUP INC/RI | 18.1K | $5.76M | −$451.4K | Cut−$1.92M |
| Fisher Asset Management, LLC | 17.7K | $5.64M | −$441.3K | Cut−$953.4K |
| Independence Bank of Kentucky | 17.7K | $5.63M | −$440.7K | Cut−$440K |
| Ashton Thomas Private Wealth, LLC | 17.7K | $5.62M | −$440.2K | Cut−$1.09M |
| NewEdge Wealth, LLC | 17.6K | $5.6M | −$336.7K | Added$958.8K |
| CULBERTSON A N & CO INC | 17.6K | $5.59M | −$437.4K | Cut−$487.1K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 17.4K | $5.54M | −$433.7K | Cut−$427K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 17.2K | $5.52M | −$424.3K | Cut−$3.64M |
| IHT Wealth Management, LLC | 17K | $5.42M | −$423.8K | Cut−$749.6K |
| ASHTON THOMAS SECURITIES, LLC | 17K | $5.41M | — | New |
| GenWealth Group, Inc. | 17K | $5.4M | −$458.4K | Cut−$501.5K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 16.9K | $5.37M | −$420.4K | Cut−$1.36M |
| BlackRock, Inc. | 16.8K | $5.35M | −$418.9K | Cut−$436.3M |
| Spectrum Planning & Advisory Services Inc. | 16.3K | $5.17M | −$404.4K | Cut−$598.2K |
| FULTON BREAKEFIELD BROENNIMAN LLC | 15.9K | $5.07M | −$396.9K | Cut−$581.5K |
| REGIONS FINANCIAL CORP | 15.8K | $5.01M | −$392.4K | Cut−$506.2K |
| Asempa Wealth Advisors | 15.4K | $4.93M | −$345.7K | Cut−$318.8K |
| Mayflower Financial Advisors, LLC | 15.4K | $4.9M | −$383.7K | Cut−$534.9K |
| Sovran Advisors, LLC | 13.7K | $4.85M | $153.3K | Cut−$5.51M |
| Dana Investment Advisors, Inc. | 15.2K | $4.84M | −$378.7K | Cut−$650.3K |
| Beacon Pointe Advisors, LLC | 15.2K | $4.83M | −$329.5K | Added$292.3K |
| WHITTIER TRUST CO OF NEVADA INC | 14.9K | $4.79M | −$344.1K | Cut−$344.1K |
| Able Wealth Management LLC | 14.9K | $4.73M | −$86.3K | Added$3.53M |
| Kelly Financial Services LLC | 14.7K | $4.69M | −$358.5K | Cut−$17.5M |
| McAdam, LLC | 14.2K | $4.53M | −$354.6K | Cut−$510.6K |
| ONE Advisory Partners, LLC | 14.1K | $4.5M | −$352.1K | Cut−$14.8M |
| Ridgeline Wealth, LLC | 14.1K | $4.5M | −$352K | Cut−$352K |
| Horst & Graben Wealth Management LLC | 12.5K | $4.42M | $126.5K | Cut−$4.09M |
| Quadrant Private Wealth Management, LLC | 13.8K | $4.39M | −$343.4K | Cut−$6.57M |
| Strategic Blueprint, LLC | 13.6K | $4.33M | −$339.2K | Cut−$12.7M |
| BBR PARTNERS, LLC | 13.4K | $4.28M | −$334.7K | Cut−$334.7K |
| SHEETS SMITH WEALTH MANAGEMENT | 13.4K | $4.26M | −$255.3K | Added$746.6K |
| Claro Advisors Inc. | 13.4K | $4.26M | −$252.3K | Added$784.3K |
| Polaris Investment Advisors, LLC | 13.3K | $4.24M | −$332.2K | Cut−$2.7M |
| Welch & Forbes LLC | 13.2K | $4.19M | −$328.4K | Cut−$679.6K |
| Meridian Wealth Management, LLC | 13K | $4.14M | −$300.3K | Added$5.1K |
| Csenge Advisory Group | 13K | $4.13M | −$323.4K | Cut−$4.82M |
| Accredited Investors Inc. | 13K | $4.12M | −$21.9K | Added$3.82M |
| Centurion Wealth Management LLC | 12.9K | $4.1M | −$321.2K | Cut−$1.95M |
| Canal Capital Management, LLC | 12.9K | $4.09M | −$320.4K | Cut−$9.73M |
| Family Manage LLC | 12.8K | $4.07M | −$318.5K | Cut−$954K |
| JPL Wealth Management, LLC | 12.4K | $3.95M | −$308.8K | Cut−$439.8K |
| HM PAYSON & CO | 12.3K | $3.92M | −$306.9K | Cut−$306.9K |
| Gladstone Institutional Advisory LLC | 12.3K | $3.91M | −$306.3K | Cut−$446.6K |
| Dakota Wealth Management | 12.1K | $3.86M | −$302.8K | Cut−$394K |
| Argent Trust Co | 11.9K | $3.79M | −$296.7K | Cut−$1.09M |
| CreativeOne Wealth, LLC | 11.9K | $3.79M | −$296.4K | Cut−$36M |
| Perigon Wealth Management, LLC | 11.8K | $3.77M | −$295K | Cut−$23.8M |
| TITLEIST ASSET MANAGEMENT, LLC | 11.8K | $3.76M | — | New |
| GTS FINANCIAL, LLC | 13.6K | $3.68M | — | Held |
| Regal Investment Advisors LLC | 11.5K | $3.67M | −$287.4K | Cut−$13.6M |
| Heritage Wealth Advisors | 11.5K | $3.66M | −$286.4K | Cut−$286.4K |
| Squarepoint Ops LLC | 11.5K | $3.65M | −$109.7K | Added$2.13M |
| Runnymede Capital Advisors, Inc. | 11.4K | $3.62M | — | New |
| AMG National Trust Bank | 11.3K | $3.6M | −$190.4K | Added$978.5K |
| Capital Investment Counsel, LLC | 11.3K | $3.59M | −$276.2K | Cut−$209.1K |
| ShoreHaven Wealth Partners, LLC | 11.2K | $3.57M | −$205.6K | Added$735K |
| Arkadios Wealth Advisors | 11.1K | $3.53M | −$175.2K | Added$1.12M |
| Summit Financial, LLC | 11.1K | $3.53M | −$242K | Added$196.6K |
| MCMORGAN & CO LLC | 10.9K | $3.46M | −$270.8K | Cut−$7.97M |
| Renaissance Technologies | 10.9K | $3.45M | −$270.2K | Cut−$348.7K |
| Forthright Family Wealth Advisory LLC | 13.9K | $3.44M | −$1.33M | Cut−$2.76M |
| Parallel Advisors, LLC | 10.7K | $3.42M | −$266.6K | Cut−$253.9K |
| Black Swift Group, LLC | 10.6K | $3.38M | −$264.3K | Cut−$396.4K |
| Mutual Advisors, LLC | 10.6K | $3.38M | −$264.2K | Cut−$4.3M |
| Aviance Capital Partners, LLC | 10.6K | $3.36M | −$263.3K | Cut−$263.3K |
| Sharkey, Howes & Javer | 10.5K | $3.35M | −$262.5K | Cut−$29.2M |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 10.3K | $3.27M | −$247.5K | Cut−$139.6K |
| MONTAG A & ASSOCIATES INC | 10.2K | $3.25M | −$254.2K | Cut−$254.2K |
| Mezzasalma Advisors, LLC | 20.9K | $3.21M | −$263.5K | Cut−$37K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 10K | $3.19M | −$250K | Cut−$125.3M |
| MAI Capital Management | 9.93K | $3.16M | −$247.1K | Cut−$348.3K |
| Excelsior Advisor Network LLC | 9.92K | $3.16M | −$247K | Cut−$606.8K |
| St. Clair Advisors, LLC | 9.74K | $3.1M | −$242.5K | Cut−$859.9K |
| JFS WEALTH ADVISORS, LLC | 9.46K | $3.01M | −$235.3K | Cut−$240.4K |
| St. Louis Trust Co | 9.38K | $2.98M | −$233.6K | Cut−$233.6K |
| Sigma Planning Corp | 9.26K | $2.95M | −$230.6K | Cut−$664.8K |
Who left
- NewEdge Advisors, LLC$165.4M
- SEVEN MILE ADVISORY$25.1M
- TABR Capital Management, LLC$19.3M
- Dynasty Wealth Management, LLC$16.7M
- Goldstein Advisors, LLC$16.1M
- SWMG, LLC$15.5M
- Legacy Financial Group LLC$14.5M
- Invst, LLC$12.8M
- J.W. COLE ADVISORS, INC.$9.93M
- Cobblestone Asset Management LLC$9.19M
- SigFig Wealth Management, LLC$8.6M
- True Vision MN LLC$7.63M
- SWP FINANCIAL LLC$7.13M
- Citadel$6.87M
- ONE WEALTH CAPITAL MANAGEMENT, LLC$6.28M
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.