Stock
Reported value
$48.8B
Holders
1,607
+89 new · −105 exited
Holders’ est. mark
−$1.75B
Price effect on 246 books still in the name
Largest holder
$11.4B
BlackRock, Inc.
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $47.6M
- Fidelity0.0% · $149.7M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BlackRock, Inc. | 79.9M | $11.4B | −$442.7M | Added$868.5M |
| WELLS FARGO & COMPANY/MN | 66M | $9.4B | −$400.1M | Cut−$106.7M |
| Wealthfront Advisers LLC | 14.4M | $2.05B | −$72.7M | Added$320.6M |
| ALLIANCEBERNSTEIN L.P. | 10.7M | $1.58B | −$1 | Added$100.6M |
| MORGAN STANLEY | 10.2M | $1.45B | −$63.9M | Cut−$167.5M |
| Focus Partners Wealth | 6.69M | $953.5M | −$37.4M | Added$39M |
| BANK OF AMERICA CORP /DE/ | 6.62M | $942.7M | −$40.2M | Cut−$11.5M |
| LPL Financial LLC | 5.93M | $844.5M | −$37.1M | Cut−$95.8M |
| Focus Partners Advisor Solutions, LLC | 5.42M | $770.9M | −$32.1M | Added$21M |
| ALLSTATE CORP | 5.35M | $761.3M | −$7.82M | Added$575.4M |
| ENVESTNET ASSET MANAGEMENT INC | 4.23M | $603M | −$22.7M | Added$64.4M |
| SigFig Wealth Management, LLC | 4.04M | $575.8M | −$23.1M | Added$34.4M |
| Blue Trust, Inc. | 3.87M | $551.6M | −$24.2M | Cut−$28.9M |
| Auto-Owners Insurance Co | 3.6M | $512.1M | −$22.5M | Cut−$22.5M |
| Ballentine Partners, LLC | 3.19M | $453.7M | −$19.9M | Cut−$27.2M |
| AlTi Global, Inc. | 2.9M | $413.2M | −$17.2M | Added$3.92M |
| Norinchukin Bank, The | 2.25M | $320M | −$14.1M | Cut−$14.1M |
| Creative Planning | 2.05M | $291.9M | −$12.8M | Cut−$18.1M |
| Allworth Financial LP | 1.95M | $277.6M | −$12.2M | Cut−$17.8M |
| RAYMOND JAMES FINANCIAL INC | 1.95M | $277.6M | −$12.2M | Cut−$29.4M |
| AMERIPRISE FINANCIAL INC | 1.92M | $273.4M | −$12.1M | Cut−$34.6M |
| Cerity Partners LLC | 1.86M | $265.6M | −$11.7M | Cut−$26.2M |
| Lido Advisors, LLC | 1.71M | $243.7M | −$9.62M | Cut−$21M |
| JPMORGAN CHASE & CO | 1.75M | $242.4M | −$16.1M | Added$11.6M |
| STIFEL FINANCIAL CORP | 1.68M | $239.8M | −$9.37M | Added$17.2M |
| Prime Capital Investment Advisors, LLC | 1.62M | $230.2M | −$9.69M | Added$98K |
| CAPTRUST FINANCIAL ADVISORS | 1.52M | $216.3M | −$9.49M | Cut−$7.68M |
| Provenance Wealth Advisors, LLC | 1.51M | $215.1M | −$9.45M | Cut−$23.8M |
| OSAIC HOLDINGS, INC. | 1.48M | $211.2M | −$9.28M | Cut−$20.8M |
| Cisco Systems, Inc. | 1.37M | $195.5M | −$8.59M | Cut−$16M |
| Disciplina Capital Management LLC | 1.34M | $191.4M | −$7.23M | Added$19.7M |
| TD Capital Management LLC | 1.34M | $190.8M | −$8.39M | Cut−$10.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.29M | $183.8M | −$7.52M | Added$5.11M |
| LJI Wealth Management, LLC | 1.22M | $174M | −$7.57M | Cut−$5.77M |
| Zhang Financial LLC | 1.18M | $168.3M | −$6.58M | Added$11.9M |
| ROYAL BANK OF CANADA | 1.15M | $164M | −$7.06M | Cut−$3.65M |
| Parallel Advisors, LLC | 1.14M | $162.6M | −$7.15M | Cut−$187.4M |
| Constellation Investments, Inc. | 1.11M | $157.8M | −$3.81M | Added$67.4M |
| Tanager Wealth Management LLP | 1.11M | $157.7M | −$6.25M | Added$9.33M |
| Mariner, LLC | 1.1M | $155.6M | −$7.5M | Cut−$13.9M |
| Mesirow Financial Investment Management, Inc. | 1.05M | $150.2M | −$4.63M | Added$40.3M |
| Fidelity | 1.05M | $149.7M | −$6.2M | Added$2.44M |
| Stratos Investment Management, LLC | 1.03M | $146.6M | −$6.41M | Cut−$5.74M |
| UBS Group AG | 1.02M | $144.8M | −$6.36M | Cut−$9.45M |
| HB Wealth Management, LLC | 1M | $142.8M | −$6.27M | Cut−$9.01M |
| Claar Advisors LLC | 994.8K | $141.7M | −$6.23M | Cut−$6.19M |
| Winthrop Advisory Group LLC | 968.3K | $137.9M | −$5.75M | Added$1.37M |
| JONES FINANCIAL COMPANIES LLLP | 990.4K | $137.6M | −$7.15M | Added$28M |
| Wick Capital Partners, LLC | 929.7K | $132.4M | −$5.5M | Added$1.88M |
| HighTower Advisors, LLC | 918.5K | $130.8M | −$5.75M | Cut−$7.48M |
| MERCER GLOBAL ADVISORS INC /ADV | 831.7K | $118.5M | −$5.17M | Cut−$4.41M |
| Rock Creek Group, LP | 827.5K | $117.9M | −$2.88M | Cut−$9.67M |
| Cetera Investment Advisers | 803.4K | $114.4M | −$5.01M | Cut−$4.67M |
| Facet Wealth, Inc. | 786.1K | $112M | −$6.12M | Added$15.7M |
| Goldstein Advisors, LLC | 772.9K | $110.1M | −$3.99M | Added$15.4M |
| True Link Financial Advisors, LLC | 742.7K | $105.8M | −$4.65M | Cut−$9.67M |
| Geneos Wealth Management Inc. | 731.4K | $104.2M | −$2.27M | Added$50.2M |
| Ancora Advisors LLC | 704.6K | $100.4M | −$4.2M | Added$537.5K |
| Jaffetilchin Investment Partners, LLC | 671.6K | $95.7M | −$4.2M | Cut−$14.1M |
| Ullmann Wealth Partners Group, LLC | 620.3K | $88.4M | −$4.05M | Cut−$6.02M |
| Johnson Bixby & Associates, LLC | 587K | $83.6M | −$3.67M | Cut−$18.9M |
| BLAIR WILLIAM & CO/IL | 577.5K | $82.3M | −$3.39M | Added$1.84M |
| Corient Private Wealth LLC | 532.6K | $76.1M | −$2.75M | Added$6.13M |
| Rockefeller Capital Management L.P. | 514.6K | $73.3M | −$2.66M | Added$10M |
| Orion Porfolio Solutions, LLC | 507.6K | $72.3M | −$3.18M | Cut−$13.4M |
| CWM, LLC | 489.7K | $69.8M | $69.7M | Added$69.7M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 484.5K | $69M | −$2.92M | Cut−$328.9K |
| Aviso Financial Inc. | 465.6K | $66.3M | −$2.5M | Added$6.9M |
| Friday Financial | 464.6K | $66.2M | −$2.78M | Added$53.6K |
| Cresset Asset Management, LLC | 458.4K | $65.3M | −$2.82M | Cut−$1.72M |
| CORRECT CAPITAL WEALTH MANAGEMENT | 454.9K | $64.8M | −$242.6K | Added$59M |
| MML INVESTORS SERVICES, LLC | 451.5K | $64.3M | −$2.83M | Cut−$11.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 443.6K | $63.2M | −$2.73M | Cut−$1.76M |
| SIMON QUICK ADVISORS, LLC | 439.7K | $62.6M | −$2.75M | Cut−$3.37M |
| Elm Partners Management LLC | 431.4K | $59.7M | −$4.2M | Cut−$437.9K |
| Brady Martz Wealth Solutions, LLC | 416K | $59.3M | −$2.53M | Cut−$832K |
| Kestra Advisory Services, LLC | 414.3K | $59M | −$2.26M | Added$5.38M |
| GOLDMAN SACHS GROUP INC | 412.9K | $58.8M | −$1.36M | Added$26.4M |
| MISSION WEALTH MANAGEMENT, LP | 395.5K | $56.3M | −$2.12M | Added$5.92M |
| Tulsa Wealth Advisors, INC | 394.9K | $56.2M | — | New |
| Steffes Financial, Ltd. | 392.8K | $56M | −$2.46M | Cut−$2.92M |
| Clark Capital Management Group, Inc. | 390.5K | $55.6M | −$2.44M | Cut−$4.31M |
| REGATTA CAPITAL GROUP, LLC | 389.5K | $55.5M | −$2.37M | Cut−$700.2K |
| GM Advisory Group, LLC | 377.8K | $53.8M | −$2.13M | Added$3.23M |
| NORTHWEST WEALTH MANAGEMENT, LLC | 377.5K | $53.8M | −$2.15M | Added$2.65M |
| &PARTNERS | 366K | $52.1M | −$2.29M | Cut−$1.36M |
| jvl associates llc | 357.6K | $50.9M | −$2.24M | Cut−$17.5M |
| Strategic Point Investment Advisors, LLC | 353.2K | $50.3M | −$2.21M | Cut−$2.51M |
| BLB&B Advisors, LLC | 350.3K | $49.9M | −$2.09M | Added$288.5K |
| Savant Capital, LLC | 345.2K | $49.2M | −$1.53M | Added$12.9M |
| Smallwood Wealth Investment Management, LLC | 342.5K | $48.8M | −$2.14M | Cut−$2.63M |
| Forvis Mazars Wealth Advisors, LLC | 338.6K | $48.2M | −$2.12M | Cut−$3M |
| Icahn Capital | 334.1K | $47.6M | −$1.99M | Added$331.1K |
| Beacon Pointe Advisors, LLC | 331.8K | $47.3M | −$1.06M | Added$22.1M |
| Pure Financial Advisors, LLC | 330.8K | $47.1M | −$2.04M | Cut−$1.43M |
| Eldridge Investment Advisors, Inc. | 328.1K | $46.7M | −$2.05M | Cut−$2.73M |
| NICOLET BANKSHARES INC | 322.4K | $46.3M | — | New |
| Adventist Health System/ West | 321.2K | $45.7M | −$2.01M | Cut−$2.01M |
| Truepoint, Inc. | 320.7K | $45.7M | −$2.01M | Cut−$2.62M |
| Kondo Wealth Advisors, Inc. | 317.7K | $45.2M | −$1.95M | Cut−$1.11M |
| Nearwater Capital Markets, Ltd | 310K | $44.2M | — | New |
| Quantinno Capital Management LP | 307.4K | $43.8M | −$1.81M | Added$822.8K |
| FAMILY WEALTH PARTNERS, LLC | 306.1K | $43.6M | −$1.67M | Added$4.26M |
| Private Advisor Group, LLC | 304.1K | $43.3M | −$1.63M | Added$4.7M |
| JGP Wealth Management, LLC | 297.4K | $42.4M | −$1.79M | Cut−$103.3K |
| Ironsides Asset Advisors, LLC | 288.9K | $41.1M | −$1.81M | Cut−$1.75M |
| Procyon Advisors, LLC | 287.9K | $41M | −$1.8M | Cut−$6.31M |
| HighPoint Advisor Group LLC | 285.9K | $40.7M | −$1.79M | Cut−$1.81M |
| Financial Designs Corp | 284.2K | $40.5M | −$1.77M | Cut−$1.62M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 288.2K | $40.1M | −$3.52M | Cut−$29.5M |
| TRUIST FINANCIAL CORP | 276.2K | $39.3M | −$1.73M | Cut−$32M |
| Caprock Group, LLC | 264.5K | $37.7M | −$1.66M | Cut−$2.21M |
| STEINBERGANNA WEALTH MANAGEMENT | 263K | $37.5M | −$1.59M | Cut−$412.3K |
| Heritage Wealth Advisors | 257.8K | $36.7M | −$1.61M | Cut−$1.64M |
| Reliant Wealth Planning | 255.7K | $36.4M | −$1.6M | Cut−$2.6M |
| Klaas Financial Asset Advisors, LLC | 252.9K | $36M | −$1.58M | Cut−$147.5M |
| Allen Investment Management, LLC | 245.6K | $35M | −$1.54M | Cut−$37.7M |
| Advisory Services Network, LLC | 239.3K | $34.1M | −$1.46M | Cut−$563.5K |
| Aspirean Wealth, LLC | 233.8K | $33.3M | −$1.43M | Cut−$790K |
| Independent Order of Foresters | 233.5K | $33.3M | −$1.46M | Cut−$66.8M |
| Valmark Advisers, Inc. | 232.5K | $33.1M | −$1.46M | Cut−$1.86M |
| Squire Investment Management Company, LLC | 232.2K | $33.1M | −$1.35M | Added$1.05M |
| Planned Solutions, Inc. | 227.9K | $32.5M | −$1.35M | Added$288.4K |
| Alaska Permanent Capital Management, LLC | 226.4K | $32.2M | −$1.41M | Cut−$1.89M |
| Coquina Private Wealth LLC | 226K | $32.2M | −$1.37M | Cut−$376.5K |
| TRUE Private Wealth Advisors | 223.5K | $31.8M | −$1.4M | Cut−$1.88M |
| Composition Wealth, LLC | 221.1K | $31.5M | −$1.38M | Cut−$1.92M |
| Trevian Wealth Management LLC | 220.2K | $31.4M | −$1.3M | Added$373.2K |
| Integrated Wealth Concepts LLC | 220.1K | $31.4M | −$1.23M | Added$2.18M |
| Capstone Financial Advisors, Inc. | 218.2K | $31.1M | −$1.34M | Cut−$771.9K |
| Aerodigm Wealth, LLC | 216.3K | $30.8M | −$1.32M | Cut−$463.2K |
| Bank of New York Mellon Corp | 215.7K | $30.7M | −$1.14M | Added$3.65M |
| Sendero Wealth Management, LLC | 214.7K | $30.6M | −$1.34M | Cut−$1.27M |
| SWEENEY & MICHEL, LLC | 198.4K | $29.8M | −$205.5K | Added$202.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | 208.9K | $29.8M | −$1.31M | Cut−$1.3M |
| W.G. Shaheen & Associates DBA Whitney & Co | 208.4K | $29.7M | −$1.3M | Cut−$1.33M |
| Summit Financial, LLC | 205K | $29.2M | −$972.9K | Added$6.09M |
| MJT & Associates Financial Advisory Group, Inc. | 202.1K | $28.8M | −$1.16M | Added$1.16M |
| Vident Advisory, LLC | 200.6K | $28.6M | −$1.14M | Added$1.49M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 192K | $27.4M | −$1.2M | Cut−$1.2M |
| MontVue Capital Management, Inc. | 191.8K | $27.3M | −$1.19M | Cut−$911.3K |
| NWAM LLC | 187.3K | $26.7M | −$1.43M | Added$3.03M |
| Canvas Wealth Advisors, LLC | 185.2K | $26.4M | −$1.08M | Added$629.9K |
| NORTHERN TRUST CORP | 182.9K | $26.1M | −$1.15M | Cut−$1.62M |
| DURANTE & WATERS, LLC | 182.2K | $25.9M | −$1.14M | Cut−$1.4M |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 180.7K | $25.7M | −$1.13M | Cut−$1.83M |
| Financial Partners Group, Inc | 179.5K | $25.6M | −$1.53M | Cut−$1.47M |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 176.7K | $25.2M | −$1.03M | Added$816.3K |
| Life Planning Partners, Inc | 176.5K | $25.1M | −$1.1M | Cut−$1.12M |
| Rehmann Capital Advisory Group | 172.9K | $24.6M | −$1.08M | Cut−$3.42M |
| Legacy Financial Advisors, Inc. | 169.3K | $24.1M | −$1.06M | Cut−$2.36M |
| PATTON ALBERTSON MILLER GROUP, LLC | 169.1K | $24.1M | −$1.06M | Cut−$2.87M |
| Prism Planning Partners LLC | 169K | $24.1M | −$1.01M | Cut−$20.2K |
| CATALYST PRIVATE WEALTH, LLC | 168.8K | $24M | −$1M | Added$238.5K |
| Plancorp, LLC | 161.5K | $24M | −$1.37K | Added$3.59M |
| BRIGHTON JONES LLC | 165.9K | $23.6M | −$980.4K | Added$346.7K |
| Baird Financial Group, Inc. | 164.4K | $23.4M | −$1.03M | Cut−$3.01M |
| Bernardo Wealth Planning LLC | 164.2K | $23.4M | −$1.02M | Cut−$741.7K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 163.8K | $23.3M | −$1.03M | Cut−$4.28M |
| Aletheian Wealth Advisors LLC | 161.3K | $23M | — | Held |
| Astoria Strategic Wealth, Inc. | 161K | $22.9M | −$1.01M | Cut−$1.36M |
| WEATHERLY ASSET MANAGEMENT L. P. | 159.7K | $22.7M | −$989.2K | Cut−$753.2K |
| Peirce Capital Management, LLC | 159.4K | $22.7M | −$952.4K | Added$83.5K |
| PRINCIPAL SECURITIES, INC. | 157.7K | $22.5M | −$987.1K | Cut−$1.31M |
| OneDigital Investment Advisors LLC | 155.6K | $22.2M | −$736.8K | Added$4.66M |
| Friedenthal Financial | 153.8K | $21.9M | −$930.5K | Cut−$190K |
| FIFTH THIRD BANCORP | 152.7K | $21.7M | −$83.1K | Added$19.8M |
| Vise Technologies, Inc. | 145.5K | $21.6M | $0 | Held |
| TruNorth Capital Management, LLC | 148.9K | $21.2M | −$932K | Cut−$959.1K |
| SAX WEALTH ADVISORS, LLC | 136.7K | $20.3M | $1 | Cut−$9.22K |
| Stokes Family Office, LLC | 142.3K | $20.3M | −$890.8K | Cut−$4.31M |
| Crestwood Advisors Group, LLC | 141.7K | $20.2M | −$887.6K | Cut−$1.56M |
| Koshinski Asset Management, Inc. | 141.3K | $20.1M | −$884.7K | Cut−$1.46M |
| Heck Capital Advisors, LLC | 141K | $20.1M | −$882.9K | Cut−$10.4M |
| SAGESPRING WEALTH PARTNERS, LLC | 140.4K | $20M | −$625.4K | Added$5.15M |
| Cosner Financial Group, LLC | 139.4K | $19.9M | −$872.9K | Cut−$2.08M |
| Finhabits Advisors LLC | 139K | $19.8M | −$828.4K | Added$129.4K |
| Gleason Group, Inc. | 137.1K | $19.5M | −$858.5K | Cut−$1.15M |
| Farther Finance Advisors, LLC | 136.1K | $19.5M | −$587.5K | Added$2.84M |
| Modern Wealth Management, LLC | 132.6K | $19M | −$694.7K | Cut−$2.1M |
| Kaufman Rossin Wealth, LLC | 133.1K | $19M | −$782.8K | Added$359.9K |
| Hickory Point Bank & Trust | 132.7K | $18.9M | −$830.7K | Cut−$1.25M |
| Essex Financial Services, Inc. | 132.3K | $18.8M | −$828K | Cut−$911.4K |
| Gotham Asset Management, LLC | 130.6K | $18.6M | −$805.6K | Cut−$532.8K |
| Physician Wealth Advisors, Inc. | 128.1K | $18.2M | −$793K | Cut−$588.1K |
| ROMANO BROTHERS AND COMPANY | 126.5K | $18M | −$787.4K | Cut−$680.9K |
| BCGM Wealth Management, LLC | 125.6K | $17.9M | −$704.2K | Added$1.16M |
| Wealthspire Retirement, LLC | 124.7K | $17.8M | −$771.2K | Cut−$554.4K |
| BEACON FINANCIAL GROUP | 124.4K | $17.7M | −$732.9K | Added$309.2K |
| STEVENS CAPITAL PARTNERS | 123.4K | $17.6M | −$713.6K | Added$628.6K |
| Cornell Pochily Investment Advisors, Inc. | 121.7K | $17.3M | −$683.8K | Added$1.1M |
| IFP Advisors, Inc | 120.2K | $17.1M | −$752.5K | Cut−$5.38M |
| Steward Partners Investment Advisory, LLC | 119.9K | $17.1M | −$647.7K | Added$1.7M |
| MAI Capital Management | 119.8K | $17.1M | −$629.9K | Added$2.1M |
| Benchmark Financial Wealth Advisors, LLC | 119.6K | $17M | −$748.4K | Cut−$1.15M |
| Oakwell Private Wealth Management, LLC | 115.4K | $16.4M | −$721.7K | Cut−$711.9K |
| Tortoise Investment Management, LLC | 115.3K | $16.4M | −$722K | Cut−$1.3M |
| Cynosure Group, LLC | 114.3K | $16.3M | −$715.2K | Cut−$2.25M |
| Empower Advisory Group, LLC | 113K | $16.1M | −$673.9K | Added$88.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | 113K | $16.1M | −$665.1K | Added$290.9K |
| NWF Advisory Services Inc. | 111.3K | $15.9M | −$684.9K | Cut−$416K |
| Brookstone Capital Management | 111K | $15.8M | −$695K | Cut−$2.3M |
| ELEVATE WEALTH ADVISORY, INC | 109.4K | $15.6M | −$658K | Cut−$51.7K |
| Waverly Advisors, LLC | 108K | $15.4M | −$651.8K | Cut−$105.2K |
| GREENLEAF TRUST | 107.9K | $15.4M | −$675.5K | Cut−$739.6K |
| Callan Family Office, LLC | 106.9K | $15.2M | −$645.8K | Cut−$110.9K |
| Chicago Partners Investment Group LLC | 96.6K | $15.1M | $445.7K | Added$1.46M |
| BBR PARTNERS, LLC | 105K | $15M | −$446.2K | Added$4.36M |
| OMNI 360 Wealth, Inc. | 104.9K | $14.9M | −$853.8K | Added$190.2K |
| Kaydan Wealth Management, Inc. | 103.1K | $14.7M | −$645.7K | Cut−$15.4M |
| TUDOR INVESTMENT CORP ET AL | 102.6K | $14.6M | −$492.1K | Added$2.92M |
| WBH ADVISORY INC | 101.6K | $14.6M | −$532.6K | Cut−$1.03M |
| JANE STREET GROUP, LLC | 102.3K | $14.6M | −$640.4K | Cut−$4.93M |
| Family Manage LLC | 101.5K | $14.5M | −$613.6K | Cut−$117.8K |
| Merit Financial Group, LLC | 101.3K | $14.4M | −$633.9K | Cut−$1.03M |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 100.3K | $14.3M | −$609.8K | Cut−$202.6K |
| JMAC ENTERPRISES LLC | 99.8K | $14.2M | −$614K | Cut−$373.8K |
| Aptus Capital Advisors, LLC | 98.3K | $14M | −$615.3K | Cut−$13.8M |
| HMV Wealth Advisors, LLC | 97.8K | $13.9M | −$551.9K | Added$815.9K |
| Glenview Trust Co | 97.7K | $13.9M | −$611.9K | Cut−$628.8K |
| Kingsview Wealth Management, LLC | 95.4K | $13.6M | −$597.5K | Cut−$1.77M |
| 1900 WEALTH MANAGEMENT LLC | 95.4K | $13.6M | −$597.2K | Cut−$2.23M |
| KFA Private Wealth Group, LLC | 94.1K | $13.4M | −$586.2K | Cut−$519.9K |
| Wealthspire Advisors, LLC | 94.1K | $13.4M | −$589.1K | Cut−$771K |
| CHOREO, LLC | 93.9K | $13.4M | −$692K | Cut−$534.4K |
| Single Point Partners, LLC | 2.23M | $13.2M | −$10.9M | Added$1.85M |
| Farrow Financial, Inc. | 92.3K | $13.1M | −$577.8K | Cut−$754.9K |
| Arkadios Wealth Advisors | 92K | $13.1M | −$576K | Cut−$1.17M |
| Roger Wittlin Investment Advisory, LLC | 91.5K | $13M | −$572.7K | Cut−$976.2K |
| Spectrum Strategic Capital Management, LLC | 91.3K | $13M | −$571.3K | Cut−$1.01M |
| Solano Wealth Investment Advisors LLC | 91K | $13M | −$569.4K | Cut−$653.9K |
| Endowment Wealth Management, Inc. | 88.9K | $12.7M | −$529.1K | Added$92.1K |
| GuidedMoney, LLC | 87.9K | $12.5M | −$548.6K | Cut−$504.3K |
| Sanctuary Advisors, LLC | 87.2K | $12.4M | −$525.8K | Cut−$71K |
| FLAGSHIP HARBOR ADVISORS, LLC | 87.2K | $12.4M | −$106.5K | Added$9.89M |
| Ashton Thomas Private Wealth, LLC | 87K | $12.4M | −$544.3K | Cut−$779.4K |
| Robertson Stephens Wealth Management, LLC | 85.6K | $12.2M | −$536.1K | Cut−$6.9M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 84.6K | $12.1M | −$530K | Cut−$1.55M |
| FIRST FOUNDATION ADVISORS | 84.2K | $12M | −$527.1K | Cut−$1.7M |
| Clear Retirement Advice LLC | 83.5K | $11.9M | −$611.7K | Cut−$398.4K |
| Regent Peak Wealth Advisors LLC | 83.4K | $11.9M | −$522.3K | Cut−$1.68M |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 83.4K | $11.9M | −$522K | Cut−$1.82M |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | 83.3K | $11.9M | −$521.7K | Cut−$521.7K |
| Argent Trust Co | 82.7K | $11.8M | −$517.5K | Cut−$517.5K |
| CreativeOne Wealth, LLC | 81.6K | $11.6M | −$474K | Added$362.4K |
| Level Wealth Management LLC | 81.2K | $11.6M | −$504.9K | Cut−$435.6K |
| Crescent Grove Advisors, LLC | 80.8K | $11.5M | −$506K | Cut−$967.1K |
| Clearstead Advisors, LLC | 80.6K | $11.5M | −$497K | Cut−$327.4K |
| SATOVSKY ASSET MANAGEMENT LLC | 80.2K | $11.4M | −$501.9K | Cut−$687.9K |
| Sage Mountain Advisors LLC | 79.6K | $11.3M | −$361.1K | Added$2.77M |
Who left
- NewEdge Advisors, LLC$29.2M
- KM Capital Management Ltd.$21.9M
- McElhenny Sheffield Capital Management, LLC$14.5M
- Renaissance Technologies$12.9M
- EXCHANGE TRADED CONCEPTS, LLC$6.03M
- HERITAGE OAK WEALTH ADVISORS LLC$5.14M
- J.W. COLE ADVISORS, INC.$4.6M
- Virtue Capital Management, LLC$4.37M
- TIAA TRUST, NATIONAL ASSOCIATION$3.46M
- Saxony Capital Management, LLC$3.18M
- GTS SECURITIES LLC$3.09M
- Diversify Advisory Services, LLC$3.03M
- Broad Run Investment Management, LLC$2.77M
- Financial Management Professionals, Inc.$2.17M
- AXXCESS WEALTH MANAGEMENT, LLC$1.99M
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.