Stock
Reported value
$9.2B
Holders
1,007
+77 new · −69 exited
Holders’ est. mark
$44.4M
Price effect on 239 books still in the name
Largest holder
$2.69B
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $17.4M
- Fidelity0.0% · $484.8M
- Icahn Capital0.0% · $1.72M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 24.3M | $2.69B | $9.27M | Added$420.9M |
| Fidelity | 4.39M | $484.8M | $1.98M | Cut−$127.9M |
| MORGAN STANLEY | 4.32M | $476.7M | $1.92M | Added$7.63M |
| BlackRock, Inc. | 2.65M | $292.7M | $1.18M | Added$4.72M |
| ENVESTNET ASSET MANAGEMENT INC | 1.96M | $216.4M | $882.5K | Cut−$7.78M |
| UBS Group AG | 1.66M | $183.6M | $734.9K | Added$4.12M |
| SUMITOMO LIFE INSURANCE CO | 1.51M | $167M | — | New |
| Pictet Asset Management Holding SA | 1.49M | $164.6M | $255.3K | Added$23.9M |
| WELLS FARGO & COMPANY/MN | 1.4M | $154.8M | $534.7K | Added$24.1M |
| LPL Financial LLC | 1.4M | $154.7M | $567.2K | Added$16.2M |
| AMERIPRISE FINANCIAL INC | 1.35M | $149M | $516K | Added$53.3M |
| CI INVESTMENTS INC. | 1.17M | $128.8M | $408.1K | Added$29.1M |
| ASSETMARK, INC | 1.08M | $119.4M | $486.8K | Cut−$2.45M |
| EVOKE WEALTH, LLC | 1.04M | $115M | $464.4K | Added$1.6M |
| ROYAL BANK OF CANADA | 792.5K | $87.5M | $354.2K | Cut−$1.54M |
| GenTrust, LLC | 736.2K | $81.2M | $313K | Added$4.8M |
| JPMORGAN CHASE & CO | 665.6K | $73.5M | $292.8K | Added$34.6K |
| MARTIN & CO INC /TN/ | 654.2K | $72.2M | $285.6K | Added$2.43M |
| FIL Ltd | 623.5K | $68.8M | $222.5K | Added$14.5M |
| KEYBANK NATIONAL ASSOCIATION/OH | 609K | $67.2M | $274K | Cut−$2.6M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 569.2K | $62.8M | $256.1K | Cut−$16.6M |
| Dynasty Wealth Management, LLC | 485.2K | $53.5M | $208.9K | Added$2.51M |
| Quotient Wealth Partners, LLC | 473.8K | $52.3M | $204.7K | Added$2.32M |
| Bank of New York Mellon Corp | 466.7K | $51.5M | $209.4K | Added$362.9K |
| PNC Financial Services Group, Inc. | 455.9K | $50.3M | $205.1K | Cut−$1.73M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 451.4K | $49.8M | $199.2K | Added$1.2M |
| OSAIC HOLDINGS, INC. | 438.7K | $48.4M | $147.7K | Added$9.75M |
| One Capital Management, LLC | 434.1K | $47.9M | $180.7K | Added$3.75M |
| Cetera Investment Advisers | 427.4K | $47.2M | $182.2K | Added$2.69M |
| STIFEL FINANCIAL CORP | 413K | $45.6M | $159.7K | Added$6.59M |
| BALDWIN WEALTH PARTNERS LLC/MA | 394.2K | $43.5M | $177.4K | Cut−$7.1M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 388.1K | $42.8M | $174.6K | Cut−$2.15M |
| Federation des caisses Desjardins du Quebec | 385.9K | $42.6M | $173.7K | Added$41K |
| Rock Creek Group, LP | 379.9K | $41.9M | $166.7K | Added$1.2M |
| TD Waterhouse Canada Inc. | 379.1K | $41.7M | $25.7K | Added$6.89M |
| HUNTINGTON NATIONAL BANK | 365.5K | $40.3M | $148.3K | Added$4.13M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 365K | $40.3M | — | Held |
| TWO SIGMA INVESTMENTS, LP | 362.7K | $40M | $163.2K | Added$163.2K |
| Man Group plc | 361.6K | $39.9M | $162.7K | Cut−$22.8M |
| RAYMOND JAMES FINANCIAL INC | 358.5K | $39.6M | $129.8K | Added$7.76M |
| Arbor Investment Advisors, LLC | 333.1K | $36.8M | $146.8K | Added$934K |
| HighTower Advisors, LLC | 324.1K | $35.8M | $140K | Added$1.68M |
| MARSHALL WACE, LLP | 323.3K | $35.7M | $145.5K | Cut−$10.2M |
| HSBC HOLDINGS PLC | 309.6K | $34.2M | $142.7K | Cut−$23M |
| Rockefeller Capital Management L.P. | 301.9K | $33.3M | $124.9K | Added$2.82M |
| 3EDGE Asset Management, LP | 298.6K | $33M | $76.3K | Cut−$18.8M |
| KWMG, LLC | 297.9K | $32.9M | $129.2K | Added$1.32M |
| Prime Capital Investment Advisors, LLC | 270.5K | $29.9M | $115.3K | Added$1.68M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 255.7K | $28.2M | $55.9K | Added$14.6M |
| PRUDENTIAL FINANCIAL INC | 243.7K | $26.9M | $109.7K | Added$109.7K |
| Ethos Financial Group, LLC | 228.1K | $25.2M | $93.9K | Added$2.24M |
| Deane Retirement Strategies, Inc. | 214.4K | $23.7M | $35 | Added$23.7M |
| GOLDMAN SACHS GROUP INC | 213.3K | $23.5M | $96K | Cut−$27.9M |
| Dakota Wealth Management | 209.4K | $23.1M | $94.2K | Cut−$2.53M |
| RHUMBLINE ADVISERS | 207.4K | $22.9M | $77.9K | Added$3.87M |
| VIEWPOINT INVESTMENT PARTNERS CORP | 277.6K | $22.4M | −$8.08M | Cut−$19.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | 201.7K | $22.3M | $90.8K | Cut−$4.12M |
| Beacon Pointe Advisors, LLC | 188.4K | $20.8M | $84.8K | Cut−$2.37M |
| West Financial Advisors, LLC | 181.7K | $20.1M | $79.3K | Added$681.9K |
| Heartwood Wealth Advisors LLC | 180K | $19.9M | $71.7K | Added$2.35M |
| CIM, LLC | 170.5K | $18.8M | $76K | Added$259.4K |
| Cypress Capital, LLC | 162.6K | $17.9M | $73.2K | Cut−$216.7K |
| COUNTRY TRUST BANK | 161.6K | $17.8M | $1.7K | Added$17.4M |
| Renaissance Technologies | 157.5K | $17.4M | — | New |
| Passaic Partners LLC | 155.6K | $17.2M | $70K | Cut−$22.8M |
| CWM, LLC | 152.4K | $16.8M | $16.7M | Added$16.8M |
| Ted Buchan & Co | 147.1K | $16.2M | $50.9K | Added$3.8M |
| Horizon Investments, LLC | 144.6K | $15.9M | −$13.4K | Added$1.21M |
| RTD Financial Advisors, Inc. | 140.2K | $15.5M | $61.2K | Added$530K |
| Cascade Financial Partners, LLC | 137.5K | $15.2M | $1.4K | Added$14.8M |
| MML INVESTORS SERVICES, LLC | 135.7K | $15M | $61.1K | Cut−$11.4M |
| Pure Financial Advisors, LLC | 135.2K | $14.9M | $59.6K | Added$357.6K |
| Kovitz Investment Group Partners, LLC | 134.1K | $14.8M | $60.3K | Cut−$972.2K |
| Lutz Financial Services LLC | 130.5K | $14.4M | $58.8K | Cut−$234.3K |
| Marino Management, LLC | 126.2K | $13.9M | $27.8K | Added$27.8K |
| Independence Financial Advisors, LLC | 121.4K | $13.4M | $53.3K | Added$357.4K |
| BNP PARIBAS FINANCIAL MARKETS | 120.7K | $13.3M | $54.3K | Cut−$3.83M |
| Pacific Life Fund Advisors LLC | 120.2K | $13.3M | $54.1K | Cut−$5.74M |
| Equitable Holdings, Inc. | 120.4K | $13.2M | $55 | Added$1.34M |
| TRUIST FINANCIAL CORP | 119K | $13.1M | $53.5K | Cut−$652.6K |
| Lido Advisors, LLC | 118.8K | $13.1M | −$37K | Cut−$7.35M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 118.5K | $13.1M | — | New |
| DORVAL Corp | 116K | $12.8M | $52.2K | Cut−$6.45M |
| Net Worth Advisory Group | 115.6K | $12.8M | $51.3K | Added$228.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 123.1K | $12.6M | −$917.8K | Cut−$7.15M |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 114.4K | $12.6M | $51K | Added$142.1K |
| Fischer Financial Services, Inc. | 110.8K | $12.2M | $49K | Added$225.2K |
| Creative Planning | 110K | $12.1M | $49.5K | Cut−$1.07M |
| Strategic Investment Advisors / MI | 109.6K | $12.1M | $47.7K | Added$532.6K |
| Parkway Wealth Management Group, LLC | 107.8K | $12M | $109.2K | Added$521.4K |
| ARKANSAS FINANCIAL GROUP, INC. | 106.6K | $11.8M | $106.6K | Cut−$910.9K |
| Mirae Asset Global Investments Co., Ltd. | 105.5K | $11.6M | $47.5K | Cut−$1.35M |
| BlueSky Wealth Advisors, LLC | 104.4K | $11.5M | $46.6K | Added$131.8K |
| MUSTICO FINANCIAL GROUP, INC. | 90.8K | $11.5M | $978K | Added$4.94M |
| Focus Partners Wealth | 103.3K | $11.4M | $44.5K | Added$516.2K |
| BOKF, NA | 101.4K | $11.2M | $45.3K | Added$117.6K |
| Buck Wealth Strategies, LLC | 100.8K | $11.1M | $45.3K | Cut−$293.2K |
| Global Endowment Management, LP | 100.5K | $11.1M | $33.3K | Added$2.91M |
| Verger Capital Management LLC | 99.2K | $10.9M | $44.6K | Cut−$342.9K |
| Ocean Park Asset Management, LLC | 98.8K | $10.9M | — | New |
| Wealth Forward, LLC | 93.1K | $10.3M | $41.7K | Added$90.6K |
| Sanctuary Advisors, LLC | 91.4K | $10.1M | $37.2K | Added$1.02M |
| NEUBERGER BERMAN GROUP LLC | 90.8K | $10M | $40.8K | Added$40.8K |
| MERIDIAN MANAGEMENT CO | 90.7K | $10M | $40.8K | Cut−$5.78M |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | 89.9K | $9.92M | — | New |
| Private Advisor Group, LLC | 89K | $9.83M | $38.4K | Added$465K |
| Stablepoint Partners, LLC | 88.2K | $9.74M | $32.6K | Added$1.77M |
| MERCER GLOBAL ADVISORS INC /ADV | 87.6K | $9.66M | $39.4K | Cut−$1.91M |
| Financial Enhancement Group LLC | 86.7K | $9.66M | $114.2K | Added$413.2K |
| Ameraudi Asset Management, Inc. | 86.8K | $9.58M | $35K | Added$1.02M |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 85.4K | $9.43M | $10.2K | Added$6.94M |
| Mariner, LLC | 84.9K | $9.37M | $38.3K | Cut−$5.41M |
| Hillcrest Wealth Advisors - NY, LLC | 83.2K | $9.19M | $31.1K | Added$1.6M |
| CAMDEN NATIONAL BANK | 80.1K | $8.84M | $34.1K | Added$518.9K |
| ALLIANCEBERNSTEIN L.P. | 79.1K | $8.7M | $0 | Added$7.58M |
| Impact Partnership Wealth, LLC | 77.5K | $8.56M | $25.4K | Added$2.36M |
| Slow Capital, Inc. | 77K | $8.5M | $32.5K | Added$556.6K |
| GUGGENHEIM CAPITAL LLC | 76.3K | $8.42M | $34.3K | Cut−$502K |
| JONES FINANCIAL COMPANIES LLLP | 76.8K | $8.42M | −$15.8K | Added$1.14M |
| FULTON BREAKEFIELD BROENNIMAN LLC | 75.8K | $8.37M | $34.1K | Cut−$142.3K |
| TME FINANCIAL, INC. | 75.7K | $8.35M | $34.1K | Cut−$119.3K |
| Asset Management Group, Inc. | 74.9K | $8.27M | $33.7K | Cut−$64.2K |
| One Wealth Map LLC | 72.4K | $8.07M | $81.1K | Added$360.3K |
| EASTERLY INVESTMENT PARTNERS LLC | 73.1K | $8.07M | $30.6K | Added$582.4K |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 72.5K | $8M | $32.7K | Cut−$1.28M |
| Hilltop Holdings Inc. | 72.3K | $7.97M | $10.7K | Added$5.36M |
| Kestra Advisory Services, LLC | 71K | $7.84M | $27.1K | Added$1.21M |
| PRINCIPAL SECURITIES, INC. | 69.1K | $7.62M | $31.1K | Cut−$276.3K |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 67.5K | $7.45M | $29.2K | Added$314.5K |
| Baird Financial Group, Inc. | 66.5K | $7.34M | $29.8K | Added$74.6K |
| Charles Schwab Trust Co | 65.9K | $7.27M | $29.6K | Cut−$1.14M |
| Frontier Asset Management, LLC | 65.6K | $7.23M | $29.5K | Cut−$7.11K |
| Farther Finance Advisors, LLC | 64.5K | $7.12M | $24.3K | Added$1.17M |
| GREAT VALLEY ADVISOR GROUP, INC. | 64.4K | $7.11M | $25.2K | Added$945.9K |
| MACKENZIE FINANCIAL CORP | 63.7K | $7.03M | $26.9K | Added$402.2K |
| STERLING INVESTMENT ADVISORS LLC /ADV | 63.2K | $6.97M | $27.5K | Added$262.3K |
| Fairvoy Private Wealth, LLC | 63K | $6.95M | — | New |
| Stelac Advisory Services LLC | 62.5K | $6.9M | $25.4K | Added$698.9K |
| Patten Group, Inc. | 62.2K | $6.87M | $26.1K | Added$496.6K |
| Cerity Partners LLC | 62.2K | $6.87M | $27.9K | Cut−$300.8K |
| Waverly Advisors, LLC | 61.9K | $6.83M | $20.4K | Added$1.86M |
| Hirtle Callaghan & Co LLC | 60.7K | $6.7M | $26.3K | Added$273.2K |
| Insight Wealth Partners, LLC | 60.6K | $6.69M | $25.7K | Added$401.7K |
| Wealthspire Retirement, LLC | 59.1K | $6.53M | $22K | Added$1.15M |
| Sound Stewardship, LLC | 58.5K | $6.46M | $25.1K | Added$308.2K |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 58.4K | $6.45M | $26.3K | Cut−$103.1K |
| Horizons Wealth Management | 56.8K | $6.26M | $25.4K | Added$65.8K |
| CONNABLE OFFICE INC | 55.8K | $6.16M | $25K | Added$57.7K |
| OneDigital Investment Advisors LLC | 55.7K | $6.15M | $25.1K | Cut−$191.7K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 55.3K | $6.11M | $23.6K | Added$331.8K |
| Perissos Private Wealth Management, LLC | 55.1K | $6.08M | $7.17K | Added$4.32M |
| Rather & Kittrell, Inc. | 54.7K | $6.04M | $23.9K | Added$193.1K |
| Estate Counselors, LLC | 54.6K | $6.02M | — | New |
| CITIGROUP INC | 54.5K | $6.01M | $24.5K | Cut−$658.4K |
| Envestnet Portfolio Solutions, Inc. | 53.9K | $5.95M | $24.2K | Cut−$2.56M |
| RFG Advisory, LLC | 53.6K | $5.92M | $15.4K | Added$2.13M |
| Migdal Insurance & Financial Holdings Ltd. | 53.5K | $5.9M | $5.65M | Added$5.89M |
| Curbstone Financial Management Corp | 53.3K | $5.89M | $24K | Cut−$5.01K |
| Axos Invest Inc. | 53K | $5.85M | $23.8K | Cut−$8.69K |
| Callan Family Office, LLC | 52K | $5.74M | $23K | Added$125.1K |
| Brightwater Advisory LLC | 51.5K | $5.68M | $23.2K | Added$23.2K |
| CoreCap Advisors, LLC | 51.5K | $5.68M | $22.6K | Added$178.2K |
| Parallel Advisors, LLC | 50.7K | $5.6M | $11.3K | Added$105.9K |
| INDEPENDENT FINANCIAL GROUP, LLC | 49.7K | $5.48M | $20.7K | Added$428.2K |
| TWO SIGMA SECURITIES, LLC | 49.6K | $5.48M | $6.85K | Added$3.8M |
| FIFTH THIRD BANCORP | 49.3K | $5.44M | $2.8K | Added$4.76M |
| Welch & Forbes LLC | 49K | $5.41M | $21.4K | Added$174.9K |
| Cranbrook Wealth Management, LLC | 47.7K | $5.27M | $21.1K | Added$112.9K |
| COMMERCE BANK | 47K | $5.19M | $18.4K | Added$705.1K |
| Rathbones Group PLC | 46.8K | $5.17M | $21.1K | Cut−$1.29M |
| Fermata Advisors, LLC | 46.6K | $5.14M | $19.9K | Added$274.9K |
| BLAIR WILLIAM & CO/IL | 46.4K | $5.12M | $20.9K | Added$2.64K |
| Sage Capital Advisors,llc | 46.3K | $5.11M | $20.9K | Added$20.1K |
| Vertex Investment Solutions Co., Ltd. | 46.3K | $5.11M | $9.26K | Cut−$5.38M |
| Chicago Partners Investment Group LLC | 45.4K | $5.06M | $32.1K | Added$2.02M |
| Slocum, Gordon & Co LLP | 43.6K | $4.81M | $19.6K | Added$27.9K |
| Summit Financial, LLC | 43.1K | $4.76M | $15.5K | Added$964K |
| Tidal Investments LLC | 42.3K | $4.66M | $7.05K | Cut−$3.97M |
| CAPTRUST FINANCIAL ADVISORS | 42.2K | $4.65M | $14.6K | Added$1.09M |
| D.A. DAVIDSON & CO. | 41.4K | $4.57M | $17.3K | Added$332K |
| MassMutual Private Wealth & Trust, FSB | 40.8K | $4.51M | $17.9K | Added$138.1K |
| MRWM Advisors, LLC | 40.3K | $4.45M | $18.2K | Cut−$226.8K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 40.2K | $4.43M | $17.5K | Added$158.8K |
| M&T Bank Corp | 40.2K | $4.43M | $17.5K | Added$104.8K |
| Stephenson & Company, Inc. | 40.1K | $4.43M | $17.2K | Added$217.2K |
| Corient Private Wealth LLC | 42.4K | $4.41M | −$227.7K | Added$126.1K |
| MAI Capital Management | 39.5K | $4.36M | $14.3K | Added$875K |
| Minot DeBlois Advisors LLC | 39.2K | $4.33M | $17K | Added$188.6K |
| US BANCORP \DE\ | 38.7K | $4.28M | $14.8K | Added$669.3K |
| Madson Wealth Advisors Inc | 38.5K | $4.25M | — | Held |
| Financial & Tax Architects, LLC | 38.1K | $4.21M | $17.1K | Cut−$529.4K |
| Addison Capital Co | 37.5K | $4.14M | $8.68K | Added$1.99M |
| Rothschild Wealth LLC | 37.3K | $4.12M | $15.4K | Added$371K |
| Steward Partners Investment Advisory, LLC | 37K | $4.09M | $14.7K | Added$508.2K |
| Garner Asset Management Corp | 36.8K | $4.08M | $24.7K | Added$1.16M |
| FIRST TRUST ADVISORS LP | 36.4K | $4.01M | $16.4K | Cut−$157.5K |
| Cornerstone Financial Group, LLC /NE/ | 35.9K | $3.99M | $49.8K | Added$189.3K |
| FRANKLIN RESOURCES INC | 35.8K | $3.95M | $16.1K | Cut−$7.18K |
| WEALTH ALLIANCE, LLC | 35.8K | $3.95M | $15.5K | Added$155.9K |
| CHESAPEAKE CAPITAL CORP /IL/ | 34.9K | $3.86M | $8.62K | Added$1.75M |
| IFP Advisors, Inc | 34.2K | $3.78M | $15.4K | Added$10.8K |
| Sequent Planning LLC | 34K | $3.75M | $15.2K | Cut−$98.5K |
| MGO ONE SEVEN LLC | 33.8K | $3.73M | $12.8K | Added$589.4K |
| Advisory Services Network, LLC | 33.8K | $3.73M | $10.3K | Added$1.22M |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 33.5K | $3.7M | $12.1K | Added$732.7K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 33.3K | $3.68M | — | Held |
| Modera Wealth Management, LLC | 33.3K | $3.68M | $15K | Cut−$58.6K |
| Sigma Planning Corp | 32.9K | $3.63M | $14K | Added$203.4K |
| KPP Advisory Services LLC | 32.8K | $3.61M | — | New |
| FIRST HORIZON CORP | 32.6K | $3.6M | $13.7K | Added$248.3K |
| Greenspring Advisors, LLC | 32.4K | $3.58M | $13.8K | Added$201.5K |
| Bragg Financial Advisors, Inc | 31.9K | $3.52M | $14.2K | Added$59.1K |
| BARCLAYS PLC | 31.7K | $3.5M | $13.2K | Added$266.9K |
| Transamerica Financial Advisors, LLC | 31.5K | $3.48M | $14.3K | Cut−$71.5K |
| Orion Porfolio Solutions, LLC | 31.4K | $3.46M | $14.1K | Cut−$718.8K |
| EXENCIAL WEALTH ADVISORS, LLC | 31K | $3.43M | $13.6K | Added$84.4K |
| CALTON & ASSOCIATES, INC. | 30.6K | $3.38M | $12.2K | Added$408.5K |
| SigFig Wealth Management, LLC | 30.5K | $3.36M | $10.4K | Added$45.8K |
| NWAM LLC | 30.3K | $3.35M | −$395 | Added$39.1K |
| Private Advisory Group LLC | 30.1K | $3.32M | $12.6K | Added$256.4K |
| Evelyn Partners Investment Management (Europe) Ltd | 29.8K | $3.29M | $13.4K | Cut−$129.2K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 29.5K | $3.26M | $13.2K | Cut−$18.4K |
| AMG National Trust Bank | 29.5K | $3.26M | $12.3K | Added$253.9K |
| Dorsey Wright & Associates | 28.5K | $3.14M | $1.66K | Added$2.69M |
| SAGE FINANCIAL GROUP INC | 28.2K | $3.11M | $12.3K | Added$94.8K |
| ADIRONDACK TRUST CO | 27.6K | $3.05M | $12.4K | Cut−$78.2K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 27.3K | $3.02M | $12.3K | Cut−$1.26M |
| Cordant, Inc. | 27.3K | $3.01M | $11.6K | Added$176.8K |
| Samalin Investment Counsel, LLC | 27.1K | $2.99M | $12.2K | Cut−$61.5K |
| SIGMA INVESTMENT COUNSELORS INC | 26.8K | $2.95M | $12K | Cut−$237.2K |
| BANK OF MONTREAL /CAN/ | 26.6K | $2.93M | $12K | Cut−$525.6K |
| Coastal Bridge Advisors, LLC | 26.4K | $2.91M | $11.8K | Cut−$4.55K |
| CIBC WORLD MARKET INC. | 26.4K | $2.91M | $11.3K | Added$151.9K |
| BENJAMIN EDWARDS INC | 26.3K | $2.9M | $5.45K | Added$1.57M |
| ELEVATION POINT WEALTH PARTNERS, LLC | 25.9K | $2.86M | $6.31K | Added$1.32M |
| INSIGNEO ADVISORY SERVICES, LLC | 25.7K | $2.83M | $11.6K | Cut−$217.8K |
| Texas Bank & Trust Co | 25.3K | $2.79M | $11.4K | Cut−$253.5K |
| Lifetime Wealth Management P.C. | 25.2K | $2.79M | $11.2K | Added$38.8K |
| BTG Pactual Asset Management US LLC | 26.2K | $2.78M | $0 | Added$987.4K |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | 25K | $2.76M | $11.2K | Cut−$31.3K |
| Fortitude Family Office, LLC | 24.1K | $2.66M | $10.8K | Cut−$506.4K |
| PKS Advisory Services, LLC | 25.7K | $2.6M | −$206K | Cut−$5.29K |
| JAMES INVESTMENT RESEARCH, INC. | 23.5K | $2.59M | $10.6K | Cut−$42.4K |
| Composition Wealth, LLC | 23.2K | $2.56M | $10.4K | Cut−$223.3K |
| Hughes Financial Services, LLC | 23.2K | $2.56M | $10.4K | Cut−$19.7K |
| TI-TRUST, INC | 23.2K | $2.56M | $9.94K | Added$126.8K |
| Valpey Financial Services, LLC | 22.5K | $2.48M | $10K | Added$53.5K |
| Vestmark Advisory Solutions, Inc. | 22.3K | $2.46M | $7.47K | Added$638.4K |
| CFS Investment Advisory Services, LLC | 21.5K | $2.4M | $33.8K | Cut−$582.8K |
| Arkadios Wealth Advisors | 21.7K | $2.4M | $8.36K | Added$347.6K |
Who left
- NewEdge Advisors, LLC$5.04M
- J.W. COLE ADVISORS, INC.$4.46M
- Graham Capital Management, L.P.$3.34M
- MILLENNIUM MANAGEMENT LLC$2.65M
- Crabel Capital Management, LLC$2.57M
- SYKON CAPITAL LLC$2.47M
- GTS SECURITIES LLC$2.07M
- Yanni & Associates Investment Advisors, LLC$1.86M
- TrueWealth Financial Partners$1.73M
- Engineers Gate Manager LP$1.02M
- Arrowpoint Investment Partners (Singapore) Pte. Ltd.$989.2K
- Financial Architects, LLC$599K
- BLUEFIN CAPITAL MANAGEMENT, LLC$549.5K
- Ballentine Partners, LLC$496.9K
- Prudent Man Advisors, LLC$461.3K
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.