Stock
Reported value
$114.3B
Holders
2,054
+115 new · −132 exited
Holders’ est. mark
−$538.4M
Price effect on 243 books still in the name
Largest holder
$13B
JONES FINANCIAL COMPANIES LLLP
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $901.9M
- Citadel0.0% · $49.8M
- Icahn Capital0.0% · $3.98M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 132.2M | $13B | −$176M | Cut−$813.7M |
| RAYMOND JAMES FINANCIAL INC | 88.7M | $8.81B | −$51.7M | Added$340.8M |
| BANK OF AMERICA CORP /DE/ | 69.7M | $6.92B | −$32.8M | Added$1.55B |
| WELLS FARGO & COMPANY/MN | 63.7M | $6.32B | −$37.1M | Added$251.3M |
| BlackRock, Inc. | 53.4M | $5.3B | −$32.6M | Cut−$110.4M |
| ENVESTNET ASSET MANAGEMENT INC | 44.6M | $4.42B | −$22M | Added$831.5M |
| US BANCORP \DE\ | 42.5M | $4.22B | −$25.9M | Cut−$55.4M |
| MERCER GLOBAL ADVISORS INC /ADV | 39.3M | $3.91B | −$22.1M | Added$284.5M |
| MORGAN STANLEY | 32.5M | $3.23B | −$19.8M | Cut−$16M |
| NORTHERN TRUST CORP | 20.8M | $2.06B | −$12.6M | Cut−$7.42M |
| Cetera Investment Advisers | 15.3M | $1.51B | −$9.3M | Cut−$26.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14.9M | $1.47B | −$22.1M | Cut−$491.7M |
| AMERIPRISE FINANCIAL INC | 14.6M | $1.45B | −$11M | Cut−$29.8M |
| GOLDMAN SACHS GROUP INC | 14.1M | $1.4B | −$8.61M | Cut−$36.5M |
| Creative Planning | 14M | $1.39B | −$6.49M | Added$329.2M |
| LPL Financial LLC | 13.9M | $1.38B | −$8.47M | Cut−$29.1M |
| Mariner, LLC | 13.7M | $1.36B | −$7.37M | Added$160.2M |
| JPMORGAN CHASE & CO | 13.5M | $1.34B | −$10.4M | Added$103.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13M | $1.29B | −$7.49M | Added$60.5M |
| UBS Group AG | 11M | $1.09B | −$5.74M | Added$150.8M |
| PNC Financial Services Group, Inc. | 10.3M | $1.03B | −$6.03M | Added$38.8M |
| Fidelity | 9.09M | $901.9M | −$5.43M | Added$12.3M |
| Cerity Partners LLC | 8.9M | $883.8M | −$4.88M | Added$85.6M |
| RWA WEALTH PARTNERS, LLC | 8.65M | $858.3M | −$4.87M | Added$60.7M |
| Johns Hopkins University | 8.02M | $796.6M | −$4.9M | Cut−$4.9M |
| TRUIST FINANCIAL CORP | 7.51M | $745.5M | −$4.58M | Cut−$17.6M |
| STIFEL FINANCIAL CORP | 7.32M | $726.6M | −$4.46M | Cut−$23.2M |
| ROYAL BANK OF CANADA | 6.74M | $669.5M | −$2.95M | Added$185.5M |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 6.73M | $667.7M | −$4.1M | Cut−$204M |
| Bank of New York Mellon Corp | 6.65M | $660.1M | −$3.6M | Added$70.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.57M | $652.3M | −$4.01M | Cut−$23.4M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 6.28M | $623.9M | — | Held |
| CAPTRUST FINANCIAL ADVISORS | 6.24M | $619.3M | −$3.7M | Added$14.9M |
| Constellation Investments, Inc. | 5.92M | $587.8M | −$3.61M | Cut−$117.7M |
| MACKENZIE FINANCIAL CORP | 5.73M | $569.2M | −$3.74M | Cut−$15.3M |
| Members Trust Co | 5.72M | $568.3M | −$3.35M | Added$19.9M |
| D.A. DAVIDSON & CO. | 5.17M | $512.9M | −$2.95M | Added$30.4M |
| MASTERCARD FOUNDATION ASSET MANAGEMENT CORP | 4.13M | $409.6M | −$2.52M | Cut−$2.52M |
| SigFig Wealth Management, LLC | 4.11M | $408.5M | −$2.24M | Added$45M |
| Simplify Asset Management Inc. | 4.1M | $407M | −$1.71M | Added$127.3M |
| &PARTNERS | 3.92M | $389.1M | −$4.25M | Added$42.7M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 3.91M | $387.7M | −$2.38M | Cut−$71M |
| Steward Partners Investment Advisory, LLC | 3.75M | $372.4M | −$2.29M | Cut−$25.3M |
| CITIGROUP INC | 3.7M | $367.1M | −$2.26M | Cut−$10.8M |
| Prime Capital Investment Advisors, LLC | 3.68M | $365.3M | −$2.24M | Cut−$124.7M |
| JANUS HENDERSON GROUP PLC | 3.41M | $338.7M | −$2.05M | Added$3.52M |
| EP Wealth Advisors, LLC | 3.19M | $316.7M | −$1.7M | Added$39M |
| FIFTH THIRD BANCORP | 3.18M | $316M | −$793.5K | Added$186.1M |
| Envestnet Portfolio Solutions, Inc. | 3.06M | $303.5M | −$1.87M | Cut−$472.3M |
| MASON STREET ADVISORS, LLC | 3.05M | $302.7M | −$1.86M | Cut−$7.65M |
| Balentine LLC | 2.96M | $294.3M | −$1.81M | Cut−$2.73M |
| ALLIANCEBERNSTEIN L.P. | 2.86M | $285.9M | $0 | Cut−$193.5M |
| Dynasty Wealth Management, LLC | 2.74M | $272M | −$1.67M | Cut−$18.4M |
| Russell Investments Group, Ltd. | 2.73M | $270.9M | −$1.65M | Added$72.9K |
| PRUDENTIAL FINANCIAL INC | 2.6M | $258.5M | −$2.2M | Cut−$22.1M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.53M | $251.5M | −$1.48M | Added$9.94M |
| Blue Trust, Inc. | 2.45M | $243.3M | −$1.46M | Added$3.45M |
| Stairway Partners, LLC | 2.44M | $241.8M | −$1.47M | Added$1.03M |
| EXCHANGE TRADED CONCEPTS, LLC | 2.43M | $240.8M | −$1.42M | Added$8.77M |
| JANE STREET GROUP, LLC | 2.41M | $239.4M | — | New |
| Disciplina Capital Management LLC | 2.24M | $222.2M | −$1.34M | Added$2.11M |
| OSAIC HOLDINGS, INC. | 2.17M | $215.4M | −$1.22M | Added$16.8M |
| HighTower Advisors, LLC | 2.01M | $199.8M | −$1.23M | Cut−$26.6M |
| Charter Oak Capital Management, LLC | 1.9M | $188.3M | −$1.13M | Added$3.56M |
| Quotient Wealth Partners, LLC | 1.88M | $186.6M | −$1.15M | Cut−$45.2M |
| FIRST CITIZENS BANK & TRUST CO | 1.88M | $186.1M | −$422.2K | Added$117M |
| TIAA Wealth Investment Management LLC | 1.84M | $182.5M | — | Held |
| FACTORY MUTUAL INSURANCE CO | 1.82M | $181M | −$1.11M | Cut−$228.1M |
| National Philanthropic Trust | 1.81M | $179.4M | −$930.1K | Added$27.1M |
| AXXCESS WEALTH MANAGEMENT, LLC | 1.79M | $177.6M | −$1.09M | Cut−$13.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.78M | $176.9M | −$1.07M | Added$2.47M |
| Howard Capital Management Inc. | 1.73M | $172.2M | −$1.06M | Cut−$1.06M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1.7M | $168.8M | — | New |
| Destination Wealth Management | 1.69M | $167.3M | −$972.1K | Added$8.16M |
| Kingsview Wealth Management, LLC | 1.67M | $165.7M | −$786.3K | Added$36.9M |
| BANK OF MONTREAL /CAN/ | 1.63M | $161.6M | −$992.8K | Cut−$120.9M |
| Capital Asset Advisory Services LLC | 1.62M | $161.5M | −$291.2K | Cut−$15.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1.59M | $157.5M | $63.7M | Added$157.5M |
| WESBANCO BANK INC | 1.53M | $152.1M | −$916.6K | Added$2.06M |
| Forvis Mazars Wealth Advisors, LLC | 1.53M | $151.4M | −$902.7K | Added$3.58M |
| Beacon Pointe Advisors, LLC | 1.51M | $150M | −$545.8K | Added$60.7M |
| REBALANCE, LLC | 1.46M | $145M | −$866.2K | Added$3.14M |
| Mitsubishi UFJ Trust & Banking Corp | 1.41M | $140.3M | −$862.2K | Cut−$862.2K |
| MML INVESTORS SERVICES, LLC | 1.36M | $134.9M | −$829K | Cut−$21.4M |
| PRINCIPAL SECURITIES, INC. | 1.36M | $134.8M | −$828.1K | Cut−$3.89M |
| Corient Private Wealth LLC | 1.42M | $134.7M | −$6.84M | Cut−$17.9M |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1.35M | $134.4M | −$824.5K | Cut−$588.6K |
| VICTORY CAPITAL MANAGEMENT INC | 1.35M | $134.3M | −$767K | Added$8.67M |
| Focus Partners Wealth | 1.34M | $133.6M | $45.9K | Cut−$2.89M |
| Mill Creek Capital Advisors, LLC | 1.33M | $132.1M | −$788.1K | Added$3.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.33M | $131.7M | −$15.4K | Added$129.2M |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 1.32M | $131.2M | −$806.4K | Cut−$85M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1.32M | $130.7M | −$777.3K | Added$3.45M |
| Trajan Wealth LLC | 1.31M | $130.2M | −$779.3K | Added$2.61M |
| Fisher Asset Management, LLC | 1.28M | $126.6M | −$774.4K | Cut−$160.8K |
| V-Square Quantitative Management LLC | 1.27M | $126M | −$774.2K | Cut−$774.2K |
| Gerber Kawasaki Wealth & Investment Management | 1.25M | $123.8M | −$483.2K | Added$16.6M |
| RITHOLTZ WEALTH MANAGEMENT | 1.24M | $123.4M | −$729.9K | Added$3.9M |
| HSBC HOLDINGS PLC | 1.15M | $114.3M | −$700.7K | Cut−$394.9K |
| Allspring Global Investments Holdings, LLC | 1.15M | $114M | −$787K | Cut−$5M |
| Crestwood Advisors Group, LLC | 1.14M | $113.1M | −$646.3K | Added$7.45M |
| KEYBANK NATIONAL ASSOCIATION/OH | 1.09M | $107.8M | −$662.3K | Cut−$991.3K |
| Center for Financial Planning, Inc. | 1.05M | $104.6M | −$628.9K | Added$1.63M |
| GenTrust, LLC | 1.05M | $103.8M | −$642.1K | Cut−$557.9K |
| Orion Porfolio Solutions, LLC | 1.04M | $103.5M | −$636.2K | Cut−$14.5M |
| Graves Light Lenhart Wealth, Inc. | 1.04M | $103.4M | −$635.7K | Cut−$1.04M |
| Sumitomo Mitsui Trust Group, Inc. | 992.6K | $98.5M | −$605.5K | Cut−$605.5K |
| Brooklyn Investment Group | 990.3K | $98.3M | −$590.8K | Added$31.8M |
| TRUSTMARK BANK TRUST DEPARTMENT | 980.5K | $97.3M | −$570.8K | Added$3.86M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 975.9K | $96.9M | −$582.6K | Added$1.48M |
| Affiance Financial, LLC | 972.1K | $96.5M | −$547.5K | Added$6.84M |
| Steele Capital Management, Inc. | 952.3K | $94.5M | −$569.4K | Added$1.31M |
| Freestone Capital Holdings, LLC | 948.4K | $94.2M | −$513.9K | Added$10M |
| Meridian Wealth Partners, LLC | 943.2K | $93.6M | −$552.1K | Added$3.23M |
| Brookstone Capital Management | 940.9K | $93.4M | −$573.9K | Cut−$3.42M |
| 1832 Asset Management L.P. | 940.5K | $93.4M | −$560.5K | Added$1.6M |
| Greenspring Advisors, LLC | 938.4K | $93.2M | −$538.8K | Added$4.95M |
| SAGESPRING WEALTH PARTNERS, LLC | 929.7K | $92.3M | $88.5M | Cut−$7.94M |
| Baker Avenue Asset Management, LP | 927.5K | $92.1M | −$551.7K | Added$1.75M |
| Stamos Capital Partners, L.P. | 926.1K | $91.9M | −$555.2K | Added$1.02M |
| OARSMAN CAPITAL, INC. | 915.5K | $90.9M | −$462.5K | Added$15.1M |
| Zhang Financial LLC | 898.3K | $89.2M | −$278K | Added$43.7M |
| Metropolitan Life Insurance Co/NY | 847.7K | $84.2M | −$508K | Added$980.6K |
| PDS Planning, Inc | 844.1K | $83.8M | −$482.3K | Added$4.84M |
| Mirae Asset Global Investments Co., Ltd. | 835K | $82.9M | −$509.4K | Cut−$3.42M |
| Koss-Olinger Consulting, LLC | 829.4K | $82.3M | −$429.2K | Added$12.1M |
| Ellenbecker Investment Group | 822.2K | $81.6M | −$446.3K | Added$8.54M |
| NEOS Investment Management LLC | 821.8K | $81.3M | −$606.2K | Added$16M |
| JOHNSON INVESTMENT COUNSEL INC | 800.1K | $79.4M | — | New |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 786.7K | $78.1M | −$458.6K | Cut−$825K |
| Bouchey Financial Group Ltd | 772.1K | $76.8M | −$293.3K | Added$1.69M |
| OLD NATIONAL BANCORP /IN/ | 754.9K | $74.9M | −$454.1K | Added$582.3K |
| ZACKS INVESTMENT MANAGEMENT | 752.3K | $74.7M | −$450.2K | Added$976K |
| RATIONAL ADVISORS, INC. | 718.6K | $71.3M | −$438.4K | Cut−$491.7K |
| FRANKLIN RESOURCES INC | 716.2K | $71.1M | −$436.9K | Cut−$2.5M |
| BAR HARBOR WEALTH MANAGEMENT | 712.9K | $70.8M | −$411.3K | Added$3.42M |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 712.4K | $70.7M | −$405.1K | Added$4.39M |
| Charles Schwab Trust Co | 705.8K | $70.1M | −$423.6K | Added$695.8K |
| JFS WEALTH ADVISORS, LLC | 700.6K | $69.6M | −$404.5K | Added$3.31M |
| Verger Capital Management LLC | 698.5K | $69.3M | −$400K | Added$3.86M |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 698K | $69.3M | −$425.8K | Cut−$2.64M |
| Professional Financial Advisors, LLC | 695.4K | $69M | −$421.6K | Added$6.06K |
| VOYA INVESTMENT MANAGEMENT LLC | 694.8K | $69M | −$423.8K | Cut−$13.7M |
| BNP PARIBAS FINANCIAL MARKETS | 694.6K | $69M | −$423.7K | Cut−$11.1M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 685.9K | $68.1M | −$392.8K | Added$3.68M |
| Savvy Advisors, Inc. | 675.7K | $67.1M | −$352.3K | Added$9.4M |
| Trust Co | 665.3K | $66M | −$399.6K | Added$609.3K |
| Robertson Stephens Wealth Management, LLC | 662.3K | $65.7M | −$349.3K | Added$8.55M |
| Sand Hill Global Advisors, LLC | 660.8K | $65.6M | −$403K | Cut−$4.93M |
| Bell Bank | 656.4K | $65.2M | −$376K | Added$3.6M |
| Prentice Wealth Management LLC | 651.8K | $64.7M | −$369.2K | Added$4.25M |
| Permanent Capital Management, LP | 647.4K | $64.2M | −$108.1K | Added$50.3M |
| CWM, LLC | 635.2K | $63.1M | $63M | Added$63M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 629.4K | $62.5M | −$379K | Added$424.5K |
| Lido Advisors, LLC | 621.2K | $61.7M | −$550.8K | Added$1.58M |
| MATHER GROUP, LLC. | 620.6K | $61.6M | −$357.9K | Added$3M |
| McKinley Carter Wealth Services, Inc. | 620.3K | $61.6M | −$366.7K | Added$1.54M |
| Octavia Wealth Advisors, LLC | 613.8K | $60.9M | −$176.2K | Added$32.1M |
| EVOKE WEALTH, LLC | 609.5K | $60.5M | −$371.8K | Cut−$1.1M |
| Kestra Advisory Services, LLC | 609K | $60.5M | −$328.8K | Added$6.62M |
| Focus Financial Network, Inc. | 608.4K | $60.4M | −$357.5K | Added$1.87M |
| Gotham Asset Management, LLC | 607.8K | $60.3M | −$224K | Added$23.7M |
| Pinnacle Financial Partners, Inc. | 592.8K | $58.9M | −$349.1K | Added$1.76M |
| ASSETMARK, INC | 590.6K | $58.6M | −$360.2K | Cut−$67.8M |
| Rock Creek Group, LP | 589.1K | $58.5M | −$356.5K | Added$114K |
| Chaney Capital Management, Inc. | 575.9K | $57.2M | −$351K | Cut−$302.5K |
| Adaptive Financial Consulting, LLC | 574.3K | $57M | −$334.9K | Added$2.17M |
| BOKF, NA | 569.1K | $56.5M | −$325K | Added$3.28M |
| Cullen/Frost Bankers, Inc. | 558.9K | $55.5M | −$340.9K | Cut−$46.5M |
| Allworth Financial LP | 558.1K | $55.4M | −$316.2K | Added$3.65M |
| Smartleaf Asset Management LLC | 551.1K | $54.6M | −$474.7K | Added$10.6M |
| Bricktown Capital, LLC | 542.2K | $53.8M | −$330.7K | Cut−$3.06M |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 536.3K | $53.2M | −$288.3K | Added$6.03M |
| Equitable Holdings, Inc. | 533K | $53.2M | −$736 | Added$3.47M |
| Vestmark Advisory Solutions, Inc. | 533.9K | $53M | −$321.3K | Added$367.9K |
| Summit Trail Advisors, LLC | 533.9K | $53M | −$269.5K | Added$8.89M |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 533.7K | $53M | −$281.4K | Added$6.91M |
| Horizon Investments, LLC | 529.4K | $52.2M | −$317K | Added$27.5M |
| GoalFusion Wealth Management, LLC | 523.7K | $52M | −$304.9K | Added$2.07M |
| Mascoma Wealth Management LLC | 507.1K | $50.3M | −$309.3K | Cut−$993.8K |
| FORM Wealth Advisors, LLC | 506.4K | $50.3M | −$308.9K | Cut−$27.5M |
| MAI Capital Management | 504.8K | $50.1M | −$287.9K | Added$2.97M |
| Citadel | 501.4K | $49.8M | −$305.9K | Cut−$11.6M |
| Liquid Strategies, LLC | 499.1K | $49.5M | −$200.6K | Added$16.7M |
| TD PRIVATE CLIENT WEALTH LLC | 495K | $49.1M | −$300.1K | Cut−$3.99K |
| Atria Investments, Inc | 494.5K | $49.1M | −$202K | Added$16M |
| SCOTIA CAPITAL INC. | 488.2K | $48.5M | −$286.3K | Added$1.58M |
| Private Advisor Group, LLC | 483.7K | $48M | −$276.3K | Added$2.78M |
| LOWE BROCKENBROUGH & CO INC | 483.7K | $48M | −$271.6K | Added$3.55M |
| Composition Wealth, LLC | 482.2K | $47.9M | −$273.5K | Added$3.09M |
| Legacy Wealth Partners, LLC | 481.3K | $47.8M | −$293.6K | Cut−$2.45M |
| Abound Wealth Management | 480.8K | $47.7M | −$276.9K | Added$2.39M |
| Fort Point Capital Partners LLC | 478.4K | $47.5M | −$435.5K | Added$1.55M |
| Twele Capital Management, Inc. | 475.3K | $47.2M | −$286.4K | Added$284.8K |
| Single Point Partners, LLC | 1.56M | $47M | −$30.5M | Added$2.42M |
| Rockefeller Capital Management L.P. | 468.6K | $46.5M | −$247.5K | Added$5.98M |
| Gridiron Partners, LLC | 467.7K | $46.3M | −$442.4K | Cut−$1.46M |
| Legacy Financial Strategies, LLC | 465.8K | $46.2M | −$281.6K | Added$129.6K |
| Boston Partners | 456.8K | $45.3M | −$278.7K | Cut−$657.7K |
| Black Diamond Financial, LLC | 449.6K | $44.6M | −$260.4K | Added$2M |
| AMARILLO NATIONAL BANK | 449.4K | $44.6M | −$274.1K | Cut−$358.1K |
| MTC Wealth Management LLC | 449.2K | $44.6M | −$251.6K | Added$3.39M |
| Fiduciary Group, LLC | 447.9K | $44.5M | −$235.2K | Added$5.95M |
| Cornerstone Management, Inc. | 445.9K | $44.3M | −$256.8K | Added$2.22M |
| James J. Burns & Company, LLC | 445.6K | $44.2M | −$155.9K | Added$18.7M |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 438K | $43.5M | −$267.2K | Cut−$1.22M |
| Ascent Group, LLC | 438K | $43.5M | −$259.4K | Added$992K |
| EVOLVE PRIVATE WEALTH, LLC | 433.6K | $43M | −$264.5K | Cut−$1.13M |
| DB Fitzpatrick & Co, Inc | 430.3K | $42.7M | −$245.9K | Added$2.45M |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | 427.7K | $42.5M | −$260.9K | Cut−$1.42M |
| Beirne Wealth Consulting Services, LLC | 426K | $42.3M | −$252.6K | Added$958.6K |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 425.4K | $42.2M | −$237.2K | Added$3.39M |
| Wealthspire Retirement, LLC | 423.7K | $42.1M | −$258.4K | Cut−$28M |
| Concurrent Investment Advisors, LLC | 412.1K | $40.9M | −$215.3K | Added$5.64M |
| CIBC Bancorp USA Inc. | 409.6K | $40.7M | — | Held |
| Towercrest Capital Management | 408.3K | $40.5M | −$232.7K | Added$2.32M |
| Arbor Investment Advisors, LLC | 407.4K | $40.4M | −$244.5K | Added$405.6K |
| Buck Wealth Strategies, LLC | 406.8K | $40.4M | −$224.7K | Added$3.58M |
| Wealthcare Advisory Partners LLC | 405.5K | $40.3M | −$235.6K | Added$1.68M |
| WHI TRUST Co LLC | 404.8K | $40.2M | −$226.7K | Added$3.07M |
| Tower Research Capital LLC (TRC) | 400.4K | $39.7M | — | New |
| eCIO, Inc. | 400K | $39.7M | −$209.3K | Added$5.45M |
| BRAVE ASSET MANAGEMENT INC | 399.5K | $39.7M | −$233.5K | Added$1.43M |
| FULTON BREAKEFIELD BROENNIMAN LLC | 398.2K | $39.5M | −$237.1K | Added$698.2K |
| M&T Bank Corp | 397K | $39.4M | −$242K | Cut−$13.8M |
| RHUMBLINE ADVISERS | 394.9K | $39.2M | −$240.9K | Cut−$8.69M |
| SYON CAPITAL LLC | 394.3K | $39.1M | −$175.2K | Added$10.5M |
| Lifestyle Asset Management, Inc. | 393.7K | $39.1M | −$101.5K | Added$22.5M |
| Cresset Asset Management, LLC | 391.9K | $38.9M | −$205.3K | Added$5.31M |
| VICUS CAPITAL | 390.8K | $38.8M | −$236.7K | Added$44.7K |
| Baird Financial Group, Inc. | 388.3K | $38.5M | −$236.8K | Cut−$2.19M |
| Discipline Wealth Solutions, LLC | 387.8K | $38.5M | −$94.1K | Added$23.1M |
| EARNED WEALTH ADVISORS, LLC | 379.4K | $37.7M | −$208.2K | Added$3.58M |
| FLAGSHIP HARBOR ADVISORS, LLC | 375.8K | $37.3M | −$229.3K | Cut−$5.55M |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 375.7K | $37.3M | −$229.2K | Cut−$812.4K |
| Prosperity Consulting Group, LLC | 374.8K | $37.2M | −$228.6K | Cut−$844.3K |
| Verdence Capital Advisors LLC | 370.2K | $36.7M | −$202.6K | Added$3.56M |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 370K | $36.7M | −$215.2K | Added$1.49M |
| Visionary Wealth Advisors | 369.6K | $36.7M | −$216.4K | Added$1.25M |
| Lineweaver Wealth Advisors, LLC | 367.5K | $36.5M | −$211.8K | Added$1.8M |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 367.1K | $36.4M | −$141.2K | Added$13.3M |
| Provenance Wealth Advisors, LLC | 366.3K | $36.4M | −$223.5K | Cut−$600.5K |
| BRIGHT FINANCIAL ADVISORS, INC. | 361.1K | $35.8M | −$217.9K | Added$172K |
| TECTONIC ADVISORS LLC | 360.5K | $35.8M | −$218K | Added$85.1K |
| INTEGRITY ALLIANCE, LLC. | 359.7K | $35.7M | −$140.7K | Added$12.7M |
| First Bank & Trust | 357.7K | $35.5M | −$186.1K | Added$5.04M |
| Financial Engines Advisors L.L.C. | 357K | $35.4M | −$217.8K | Cut−$1.32M |
| Ameritas Investment Partners, Inc. | 356.8K | $35.4M | −$216.4K | Cut−$16.8K |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 355.2K | $35.1M | −$141.3K | Added$24.4M |
| Daybright Advisory Services, Inc. | 352.5K | $35M | −$203.7K | Added$1.64M |
Who left
- Arizona PSPRS Trust$1.13B
- NewEdge Advisors, LLC$93.8M
- Tidal Investments LLC$85.9M
- Juniper Hill Capital Management LP$73.6M
- Shakespeare Wealth Management, LLC$35.5M
- STRATEGIC INVESTMENT MANAGEMENT, LLC$34.4M
- Cordoba Advisory Partners LLC$34.1M
- Qube Research & Technologies Ltd$32.7M
- CAPITAL INSIGHT PARTNERS, LLC$23.4M
- Diversify Advisory Services, LLC$14.2M
- J.W. COLE ADVISORS, INC.$9.91M
- IFG Advisory, LLC$9.24M
- Oasis Advisors, LLC$8.49M
- Capstone Capital Management Ltd$7.85M
- Crabel Capital Management, LLC$7.51M
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.