Stock
Reported value
$59.9B
Holders
1,599
+186 new · −88 exited
Holders’ est. mark
$481.3M
Price effect on 228 books still in the name
Largest holder
$41.1B
BARCLAYS PLC
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $6.93M
- Icahn Capital0.0% · $8.55M
- Fidelity0.0% · $65.4M
- Citadel0.0% · $9.37M
Holder count by quarter
Q1 2015Q2 2015Q3 2015Q4 2015Q1 2016Q2 2016Q3 2016Q4 2016Q1 2017Q2 2017Q3 2017Q4 2017Q1 2018Q2 2018Q3 2018Q4 2018Q1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 724.3M | $41.1B | $3.34M | Added$41B |
| BANK OF AMERICA CORP /DE/ | 37.3M | $2.12B | $63.3M | Added$456.8M |
| MORGAN STANLEY | 33.9M | $1.92B | $64.7M | Added$222.4M |
| BlackRock, Inc. | 17.2M | $979M | $33.9M | Added$86.9M |
| WELLS FARGO & COMPANY/MN | 13.8M | $782.1M | $25.9M | Added$100M |
| ROYAL BANK OF CANADA | 11.6M | $658.1M | $8.3M | Added$439.7M |
| UBS Group AG | 11M | $626.2M | $22.9M | Cut−$162.6M |
| GOLDMAN SACHS GROUP INC | 9.35M | $531M | $19.5M | Cut−$230.1M |
| Retirement Systems of Alabama | 9.13M | $518.6M | $19M | Added$19M |
| Board of Trustees of The Leland Stanford Junior University | 9.04M | $513.2M | $9.27M | Added$269.2M |
| JPMORGAN CHASE & CO | 8.97M | $490.9M | $279.2K | Added$109M |
| BANK OF MONTREAL /CAN/ | 5.81M | $330.2M | $11.6M | Added$25.5M |
| CITIGROUP INC | 5.79M | $328.7M | $12M | Added$13.2M |
| MILLENNIUM MANAGEMENT LLC | 4.63M | $262.9M | $688.3K | Added$244.8M |
| PNC Financial Services Group, Inc. | 4.61M | $261.9M | $9.2M | Added$20M |
| LPL Financial LLC | 4.26M | $242.1M | $7.08M | Added$56M |
| Bank of New York Mellon Corp | 3.86M | $219M | $7.77M | Added$14.5M |
| BNP PARIBAS FINANCIAL MARKETS | 3.69M | $209.7M | $3.72M | Added$111.8M |
| Jain Global LLC | 3.48M | $197.5M | $1.33M | Added$162.5M |
| US BANCORP \DE\ | 3.34M | $189.6M | $6.76M | Added$11.9M |
| STATE OF WISCONSIN INVESTMENT BOARD | 2.53M | $143.6M | $5.26M | Added$5.26M |
| ENVESTNET ASSET MANAGEMENT INC | 2.48M | $140.6M | $4.16M | Added$31.2M |
| SIH Partners, LLLP | 2.32M | $131.8M | — | New |
| RAYMOND JAMES FINANCIAL INC | 2.16M | $122.7M | $4.18M | Added$12.8M |
| Absolute Gestao de Investimentos Ltda. | 2.06M | $117.2M | $894.6K | Added$93.7M |
| Hirtle Callaghan & Co LLC | 1.9M | $108M | $3.96M | Added$2.7M |
| Cassaday & Co Wealth Management LLC | 1.86M | $105.4M | $3.86M | Added$1.56M |
| TOTAL INVESTMENT MANAGEMENT INC | 1.56M | $88.5M | $3.24M | Added$2.74M |
| Qube Research & Technologies Ltd | 1.54M | $87.5M | $836.9K | Added$65.5M |
| Mariner, LLC | 1.52M | $86.3M | $3.09M | Added$5.13M |
| GREENLEAF TRUST | 1.47M | $83.4M | $3.05M | Cut−$34.1K |
| FIFTH THIRD BANCORP | 1.45M | $82.2M | $1.48M | Added$43.3M |
| REGIONS FINANCIAL CORP | 1.43M | $81.1M | $2.97M | Added$1.59M |
| HighTower Advisors, LLC | 1.33M | $75.4M | $2.57M | Added$7.72M |
| ALLSTATE CORP | 1.3M | $74.1M | $1.03M | Added$47M |
| STIFEL FINANCIAL CORP | 1.27M | $72.4M | $1.56M | Added$31.3M |
| Cetera Investment Advisers | 1.2M | $68M | $2M | Added$15.4M |
| Fidelity | 1.15M | $65.4M | $2.38M | Added$2.73M |
| Vontobel Holding Ltd. | 1.14M | $64.9M | $2.38M | Added$400.4K |
| Rockefeller Capital Management L.P. | 1.12M | $63.5M | $1.9M | Added$13.5M |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1.09M | $61.8M | $2.26M | Added$969.5K |
| OSAIC HOLDINGS, INC. | 1.07M | $60.6M | $1.82M | Added$12.6M |
| CONNABLE OFFICE INC | 1.02M | $58.2M | $2.13M | Cut−$1.47M |
| KEYBANK NATIONAL ASSOCIATION/OH | 970.9K | $55.1M | $2.02M | Added$1.78M |
| Phoenix Financial Ltd. | 880.3K | $50M | — | New |
| NORTHERN TRUST CORP | 870.7K | $49.4M | $1.81M | Cut−$280.8K |
| CAPTRUST FINANCIAL ADVISORS | 870.4K | $49.4M | $843.3K | Added$27.3M |
| MKP Capital Management, L.L.C. | 861K | $48.9M | $1.79M | Cut−$42.1M |
| Focus Partners Wealth | 840.4K | $47.8M | $1.84M | Added$1.22M |
| DEUTSCHE BANK AG\ | 831.3K | $47.2M | $1.68M | Added$2.95M |
| TRUIST FINANCIAL CORP | 829.5K | $47.1M | $1.03M | Added$19.9M |
| Corient Private Wealth LLC | 813.1K | $46.1M | $1.58M | Cut−$951.9K |
| Wilmington Savings Fund Society, FSB | 806.5K | $45.8M | $1.66M | Added$2.09M |
| CIBC Bancorp USA Inc. | 793K | $45M | — | Held |
| Greenfield FTC, Inc. | 787.3K | $44.7M | $1.64M | Added$1.64M |
| Erste Asset Management GmbH | 799.8K | $44.7M | $899.4K | Added$3.15M |
| DRW Securities, LLC | 783.2K | $44.5M | — | New |
| TUDOR INVESTMENT CORP ET AL | 752K | $42.7M | — | New |
| Mitsubishi UFJ Trust & Banking Corp | 739.2K | $42M | $1.54M | Cut−$2.69M |
| Creative Planning | 737.9K | $41.9M | $1.43M | Added$4.3M |
| CAPSTONE INVESTMENT ADVISORS, LLC | 729K | $41.4M | $1.52M | Cut−$792.3K |
| M&T Bank Corp | 727.3K | $41.3M | $1.51M | Cut−$1.52M |
| Checchi Capital Advisers, LLC | 678.7K | $38.5M | $1.41M | Cut−$524.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 674.6K | $38.3M | $1.24M | Added$5.6M |
| Squarepoint Ops LLC | 653.5K | $37.1M | — | New |
| DUPONT CAPITAL MANAGEMENT CORP | 629.5K | $35.7M | $499.9K | Added$22.6M |
| Provenance Wealth Advisors, LLC | 627.9K | $35.7M | $1.31M | Added$1.03M |
| HUNTINGTON NATIONAL BANK | 607K | $34.5M | $1.24M | Added$1.78M |
| COMMONWEALTH EQUITY SERVICES, LLC | 605.2K | $34.4M | $1.26M | Added$505.1K |
| BARINGS LLC | 603.9K | $34.3M | $411.4K | Added$23.5M |
| HSBC HOLDINGS PLC | 611.3K | $33.8M | $351.8K | Cut−$326.8M |
| First Western Trust Bank | 594.1K | $33.7M | $830.3K | Added$11.9M |
| Nearwater Capital Markets, Ltd | 577.5K | $32.8M | — | New |
| Senator Investment Group LP | 570K | $32.4M | — | New |
| New Harbor Financial Group, LLC | 568.8K | $32.3M | $1.14M | Added$2.24M |
| PRUDENTIAL PLC | 562.6K | $32M | $685.9K | Added$13.9M |
| Brevan Howard Capital Management LP | 556.4K | $31.6M | — | New |
| AMARILLO NATIONAL BANK | 546.6K | $31M | $1.14M | Added$1.02M |
| BANK OF NOVA SCOTIA | 537.8K | $30.5M | $1.12M | Cut−$28.3M |
| FRANKLIN RESOURCES INC | 513.9K | $29.2M | $1.08M | Added$1.77M |
| Quent Capital, LLC | 510.4K | $29M | $1.06M | Added$242.4K |
| Banco Santander, S.A. | 504.6K | $28.7M | $266.2K | Added$21.7M |
| COMMERCE BANK | 502.2K | $28.5M | $404K | Added$17.9M |
| Baird Financial Group, Inc. | 501.2K | $28.5M | $952.7K | Added$3.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 481.4K | $27.3M | $826.5K | Added$5.6M |
| GLENMEDE TRUST CO NA | 477.4K | $27.1M | $993K | Added$913.1K |
| HWG Holdings LP | 470.4K | $26.7M | $408.3K | Added$16M |
| PINKERTON WEALTH, LLC | 486.5K | $26.6M | −$0 | Added$2.24M |
| MML INVESTORS SERVICES, LLC | 461K | $26.2M | $776.7K | Added$5.75M |
| Waverly Advisors, LLC | 459.6K | $26.1M | $441.6K | Added$14.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 436.4K | $24.8M | $177.2K | Added$20.1M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 436.3K | $24.8M | — | Held |
| COLDSTREAM CAPITAL MANAGEMENT INC | 435.4K | $24.7M | $887K | Added$1.4M |
| MERCER GLOBAL ADVISORS INC /ADV | 418.5K | $23.8M | $721.4K | Added$4.78M |
| Cerity Partners LLC | 417.5K | $23.7M | $790.8K | Added$2.91M |
| Allianz SE | 416.7K | $23.7M | $826.1K | Added$1.93M |
| SEI INVESTMENTS CO | 414.6K | $23.5M | $778.1K | Added$3.08M |
| WIT, LLC | 412.1K | $23.4M | $857.3K | Added$857.3K |
| CIBC WORLD MARKET INC. | 408.8K | $23.2M | $850.4K | Added$706.3K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 363.1K | $22.8M | $19.9K | Added$22.5M |
| Granite Bay Wealth Management, LLC | 397.7K | $22.6M | $825.4K | Added$888.7K |
| Financiere des Professionnels - Fonds d'investissement inc. | 392K | $22.3M | $815.4K | Added$815.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 417.5K | $21.3M | −$2.6M | Cut−$6.67M |
| Atlas Legacy Advisors, LLC | 373.1K | $21.2M | $370.3K | Added$11.6M |
| AXXCESS WEALTH MANAGEMENT, LLC | 368.9K | $21M | $346.1K | Added$11.8M |
| Independent Advisor Alliance | 365.2K | $20.7M | — | New |
| Mirae Asset Global Investments Co., Ltd. | 363.9K | $20.7M | $480.3K | Added$8.03M |
| Tandem Wealth Advisors LLC | 356.2K | $20.2M | −$576.9K | Added$6.67M |
| ARP Global Capital Ltd | 352K | $20M | — | New |
| OKABENA INVESTMENT SERVICES INC | 330.3K | $18.8M | $687K | Added$118.4K |
| Mesirow Financial Investment Management, Inc. | 330.1K | $18.7M | $650.7K | Added$1.63M |
| Man Group plc | 329K | $18.7M | $684.2K | Cut−$63.5M |
| TTP Investments, Inc. | 321.9K | $18.3M | — | New |
| Azimuth Capital Investment Management LLC | 320.5K | $18.2M | $651.2K | Added$1.08M |
| Resona Asset Management Co.,Ltd. | 318.2K | $18.1M | $661.8K | Cut−$602.2K |
| PRUDENTIAL FINANCIAL INC | 317.7K | $18M | $541K | Added$2.49M |
| CIBC Asset Management Inc | 317.5K | $18M | $397.5K | Added$7.57M |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 315.1K | $17.9M | $655.3K | Added$655.3K |
| L2 Asset Management, LLC | 225.2K | $17.8M | — | New |
| Verdence Capital Advisors LLC | 304.5K | $17.3M | $578.1K | Added$2.09M |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 304.4K | $17.3M | $612.5K | Added$1.18M |
| Fluent Financial, LLC | 282K | $17.2M | $1.79M | Added$1.77M |
| ALLIUM FINANCIAL ADVISORS, LLC | 292.7K | $16.6M | $504K | Added$3.37M |
| Graham Capital Management, L.P. | 290.1K | $16.5M | — | New |
| BIP Wealth, LLC | 289.4K | $16.4M | $601.9K | Cut−$406.6K |
| Kestra Advisory Services, LLC | 287.5K | $16.3M | $483.6K | Added$3.61M |
| Cullen/Frost Bankers, Inc. | 281.5K | $16M | $556.9K | Added$1.34M |
| Merit Financial Group, LLC | 272.6K | $15.5M | $86.4K | Added$13.2M |
| Caisse de depot et placement du Quebec | 271.9K | $15.4M | $527.5K | Added$1.57M |
| SteelPeak Wealth, LLC | 268.4K | $15.2M | $461.6K | Added$3.1M |
| CITIZENS FINANCIAL GROUP INC/RI | 267.6K | $15.2M | $556.6K | Cut−$77.4K |
| Riggs Asset Managment Co. Inc. | 265.3K | $15.1M | $348.6K | Added$5.9M |
| DIMENSION CAPITAL MANAGEMENT LLC | 263.8K | $15M | $548.8K | Added$201.1K |
| Balyasny Asset Management L.P. | 261.4K | $14.8M | — | New |
| Private Advisor Group, LLC | 259.3K | $14.7M | $532.9K | Added$710K |
| EFG International AG | 259.3K | $14.7M | $427.1K | Added$3.49M |
| SCS Capital Management LLC | 258.5K | $14.7M | $537.8K | Added$288K |
| Jefferies Financial Group Inc. | 257.2K | $14.6M | $55 | Added$14.6M |
| VICTORY CAPITAL MANAGEMENT INC | 256.3K | $14.6M | $381K | Added$4.53M |
| STOCK YARDS BANK & TRUST CO | 255K | $14.5M | $495.6K | Added$1.45M |
| Jasper Ridge Partners, L.P. | 254.2K | $14.4M | $528.6K | Added$528.6K |
| Verger Capital Management LLC | 253.4K | $14.4M | $527.1K | Added$527.1K |
| Clear Creek Financial Management, LLC | 253K | $14.4M | $530K | Cut−$7.48M |
| BAILARD, INC. | 247.6K | $14.1M | $514.9K | Added$517.9K |
| First Heartland Consultants, Inc. | 243.1K | $13.8M | $298K | Added$5.97M |
| Cresset Asset Management, LLC | 240.1K | $13.6M | $483.8K | Added$909.6K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 235.2K | $13.4M | $489.2K | Added$410.6K |
| Napier Financial, LLC | 232.5K | $13.2M | $481.8K | Added$530.9K |
| Equitable Holdings, Inc. | 240.7K | $13.2M | $1.99K | Added$1.19M |
| Strategic Equity Management | 230.2K | $13.1M | $119.1K | Added$9.94M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 232.7K | $12.9M | $201.9K | Cut−$855.6K |
| BLAIR WILLIAM & CO/IL | 227.8K | $12.9M | $318.9K | Added$4.55M |
| Finley Financial, LLC | 227.6K | $12.9M | $456.1K | Added$926.7K |
| HT Partners LLC | 225.2K | $12.8M | $468.4K | Added$198.5K |
| CHOREO, LLC | 217.9K | $12.4M | $416.1K | Cut−$262.4K |
| NTV Asset Management LLC | 215.9K | $12.3M | $406.1K | Added$1.58M |
| Bryn Mawr Trust Advisors, LLC | 214.1K | $12.2M | $341.2K | Added$3.19M |
| First Commonwealth Financial Corp /PA/ | 212.2K | $12.1M | $329.8K | Added$3.38M |
| Clarity Wealth Advisors, LLC | 209.3K | $11.9M | $396.6K | Added$1.46M |
| Lido Advisors, LLC | 207.5K | $11.8M | $521.8K | Cut−$614.4K |
| BANQUE PICTET & CIE SA | 205.7K | $11.7M | $427.9K | Added$385.4K |
| Freestone Capital Holdings, LLC | 202.9K | $11.5M | $422K | Added$48.1K |
| Metropolitan Life Insurance Co/NY | 202.5K | $11.5M | $421.2K | Added$421.2K |
| Beacon Pointe Advisors, LLC | 201.7K | $11.5M | $267.9K | Added$4.41M |
| TCTC Holdings, LLC | 201.4K | $11.4M | $388.7K | Added$1.21M |
| Del-Sette Capital Management, LLC | 200.9K | $11.4M | $341.8K | Added$2.42M |
| VISTA FINANCE, LLC | 200.4K | $11.4M | $399.6K | Added$870.7K |
| Aries Wealth Management | 197.6K | $11.2M | $366.6K | Added$1.58M |
| LGL PARTNERS, LLC | 197.5K | $11.2M | $388.1K | Added$1.01M |
| Pinnacle Wealth Planning Services, Inc. | 195.7K | $11.1M | $32.9K | Added$10.3M |
| MAI Capital Management | 194.6K | $11M | $375.2K | Added$1.18M |
| ADVISORTRUST PARTNERS, LLC | 194.5K | $11M | — | New |
| Farther Finance Advisors, LLC | 189.7K | $10.9M | $449.4K | Added$1.1M |
| GLOBALT Investments LLC / GA | 190.3K | $10.8M | $395.9K | Added$395.9K |
| Redhawk Wealth Advisors, Inc. | 189.9K | $10.8M | $325.1K | Added$2.23M |
| LMCG INVESTMENTS, LLC | 184.8K | $10.5M | $384.4K | Cut−$804.9K |
| Field & Main Bank | 181K | $10.3M | $376.4K | Cut−$56.9K |
| Rafferty Asset Management, LLC | 180.4K | $10.2M | $202.9K | Added$4.91M |
| Pinnacle Financial Partners, Inc. | 178K | $10.1M | $308.9K | Added$1.98M |
| Perigon Wealth Management, LLC | 177.9K | $10.1M | $308.6K | Added$1.98M |
| BW Gestao de Investimentos Ltda. | 175K | $9.94M | — | New |
| Stratos Wealth Partners, LTD. | 173.6K | $9.86M | $361.1K | Cut−$3.5M |
| WASHINGTON GROWTH STRATEGIES LLC | 173.2K | $9.83M | $331.2K | Added$1.12M |
| WESTWOOD HOLDINGS GROUP INC | 172.9K | $9.82M | $359.7K | Cut−$374.9K |
| Geneos Wealth Management Inc. | 172.8K | $9.81M | $353.5K | Added$513.6K |
| Pathstone Holdings, LLC | 171.2K | $9.72M | $356.1K | Cut−$1.71M |
| Concurrent Investment Advisors, LLC | 170.2K | $9.67M | $298.1K | Added$1.83M |
| Wealth Advisory Solutions, LLC | 169.7K | $9.64M | — | New |
| Citadel | 165K | $9.37M | $343.2K | Cut−$221.9M |
| CoreCap Advisors, LLC | 163.4K | $9.28M | $214.1K | Added$3.65M |
| Fiduciary Trust Co | 162.7K | $9.24M | $338.4K | Added$5.21K |
| Pinnacle Financial Group, LLC / IL | 162.2K | $9.21M | $286.5K | Added$1.67M |
| Portland Global Advisors LLC | 160K | $9.09M | $332.9K | Added$160.1K |
| Sumitomo Mitsui Trust Group, Inc. | 158.3K | $8.99M | $329.2K | Cut−$1.12M |
| StoneX Group Inc. | 158K | $8.97M | $318.1K | Added$598.4K |
| Mill Creek Capital Advisors, LLC | 156.5K | $8.89M | $320.6K | Added$452.4K |
| OpenArc Corporate Advisory, LLC | 155K | $8.8M | $307.8K | Added$705.1K |
| PKO Investment Management Joint-Stock Co | 153.8K | $8.74M | $320K | Added$137.6K |
| Rathbones Group PLC | 153.1K | $8.7M | $272.7K | Added$1.52M |
| Nuveen, LLC | 152.2K | $8.64M | $246.7K | Added$2.15M |
| FIRST NATIONAL BANK OF OMAHA | 156.3K | $8.58M | $2.89K | Added$1.47M |
| Sanctuary Advisors, LLC | 150.8K | $8.57M | $251.6K | Added$1.95M |
| Icahn Capital | 150.6K | $8.55M | $303.9K | Added$560.5K |
| Allianz Asset Management GmbH | 150.5K | $8.55M | $313K | Cut−$13.9M |
| Three Bridge Wealth Advisors, LLC | 149.5K | $8.49M | $294.9K | Added$731.5K |
| Parcion Private Wealth LLC | 149.1K | $8.47M | $310.2K | Added$187.6K |
| WHITTIER TRUST CO OF NEVADA INC | 148.1K | $8.46M | −$24.4K | Added$238.9K |
| Federation des caisses Desjardins du Quebec | 148.7K | $8.45M | $289.7K | Added$823K |
| Avestar Capital, LLC | 148.7K | $8.44M | — | New |
| Regal Investment Advisors LLC | 148K | $8.41M | $260.9K | Added$1.55M |
| OPPENHEIMER & CO INC | 145.7K | $8.27M | $148.3K | Added$4.37M |
| Allie Family Office LLC | 144.5K | $8.2M | $300.3K | Added$71.1K |
| Beirne Wealth Consulting Services, LLC | 143.5K | $8.15M | $226.7K | Added$2.19M |
| LITTLE HOUSE CAPITAL LLC | 143.4K | $8.15M | $246.4K | Added$1.66M |
| BRADLEY FOSTER & SARGENT INC/CT | 142.8K | $8.11M | $152.3K | Added$4.1M |
| EP Wealth Advisors, LLC | 142.1K | $8.07M | $287.6K | Added$504.7K |
| ALLIANCEBERNSTEIN L.P. | 144.9K | $7.93M | $1 | Cut−$704.1K |
| Salomon & Ludwin, LLC | 136.7K | $7.71M | −$63K | Cut−$357.8K |
| Steward Partners Investment Advisory, LLC | 135.3K | $7.68M | $159.8K | Added$3.48M |
| DT Investment Partners, LLC | 134.8K | $7.65M | $280.3K | Added$280.3K |
| Summit Financial Consulting LLC | 134.1K | $7.61M | $278.9K | Added$107.4K |
| TRUSTMARK BANK TRUST DEPARTMENT | 134K | $7.61M | $278.7K | Cut−$144.5K |
| &PARTNERS | 133.9K | $7.58M | $223.1K | Added$1.11M |
| Centiva Capital, LP | 131.6K | $7.47M | — | New |
| Prospera Financial Services Inc | 131.4K | $7.46M | $221.6K | Added$1.63M |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 129.9K | $7.38M | $270.3K | Cut−$555.8K |
| Parallel Advisors, LLC | 129.5K | $7.36M | $267.8K | Added$310.1K |
| Atria Investments, Inc | 129.2K | $7.34M | $62.5K | Added$5.69M |
| HANCOCK WHITNEY CORP | 113.7K | $7.27M | $1.05M | Added$1.04M |
| MACKENZIE FINANCIAL CORP | 127.3K | $7.23M | $256.9K | Cut−$3.15M |
| WHITTIER TRUST CO | 125K | $7.14M | −$19.4K | Added$592.7K |
| COREPATH WEALTH PARTNERS LLC | 118.1K | $7.14M | $295.3K | Added$181K |
| Sterling Capital Management LLC | 125.6K | $7.13M | $205.6K | Added$1.72M |
| STALEY CAPITAL ADVISERS INC | 125.5K | $7.13M | $261.1K | Added$261.1K |
| Curi Capital, LLC | 123.7K | $7.03M | $257.4K | Added$244.6K |
| Dorsey Wright & Associates | 123.5K | $7.01M | — | New |
| Urban Financial Advisory Corp | 123.1K | $6.99M | $232.4K | Added$878.8K |
| Trinity Wealth Management, LLC | 122.7K | $6.97M | $249.8K | Added$400.5K |
| Callan Family Office, LLC | 122.5K | $6.96M | $254.5K | Added$265.2K |
| PFW Advisors LLC | 122.5K | $6.96M | $254.8K | Cut−$104.7K |
| MONEYWISE, INC. | 122.1K | $6.93M | $87.9K | Added$4.62M |
| Ballentine Partners, LLC | 122K | $6.93M | $253.8K | Added$253.8K |
| Renaissance Technologies | 122K | $6.93M | $8.74K | Added$6.7M |
| Ausdal Financial Partners, Inc. | 121.5K | $6.9M | $252.8K | Cut−$3.15K |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 120K | $6.81M | $72.8K | Added$4.9M |
| Willis Johnson & Associates, Inc. | 119.7K | $6.8M | $249K | Cut−$37.5K |
| Glenview Trust Co | 119K | $6.76M | $246.5K | Added$273.9K |
| Sand Hill Global Advisors, LLC | 118.7K | $6.74M | $246.9K | Added$146.7K |
| RTD Financial Advisors, Inc. | 117.7K | $6.69M | $244.9K | Added$148.7K |
| Washington Trust Bank | 117.4K | $6.66M | $227.8K | Added$672.5K |
Who left
- Gemsstock Ltd.$38.6M
- Optiver Holding B.V.$22.4M
- Trium Capital LLP$7.1M
- Navi International - Administradora e Gestora de Recursos Financeiros Ltda.$6.85M
- Lake Hills Wealth Management, LLC$6.21M
- CI INVESTMENTS INC.$6.18M
- BRIGHTON JONES LLC$6.13M
- NewEdge Advisors, LLC$6.09M
- SIMPLEX TRADING, LLC$5.9M
- Harding Loevner LP$4.56M
- Omnitrust Wealth Management, Inc$4.39M
- Dynasty Wealth Management, LLC$4.06M
- J.W. COLE ADVISORS, INC.$3.7M
- Luminist Capital LLC$2.91M
- Guardian Partners Inc.$2.7M
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.