Stock
Reported value
$33B
Holders
1,092
+78 new · −117 exited
Holders’ est. mark
$17.1M
Price effect on 240 books still in the name
Largest holder
$2.81B
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Bridgewater0.5% · $111.4M
- Soros Fund Management0.0% · $2.18M
- Renaissance Technologies0.0% · $10M
- Fidelity0.0% · $1.79M
- Icahn Capital0.0% · $576.7K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 25.8M | $2.81B | −$27.4M | Added$298.7M |
| BlackRock, Inc. | 21.6M | $2.35B | −$19.7M | Added$541.8M |
| Meiji Yasuda Life Insurance Co | 19.1M | $2.08B | −$22.9M | Cut−$22.9M |
| GOLDMAN SACHS GROUP INC | 15.6M | $1.7B | −$1.11M | Added$1.6B |
| MORGAN STANLEY | 14.8M | $1.62B | −$14.3M | Added$298.8M |
| Nuveen, LLC | 11M | $1.2B | −$13.2M | Cut−$304.7M |
| Financial Engines Advisors L.L.C. | 10.9M | $1.19B | −$13.1M | Cut−$28.5M |
| Wealthfront Advisers LLC | 10.7M | $1.17B | −$12.9M | Cut−$36.8M |
| PRUDENTIAL FINANCIAL INC | 10.6M | $1.16B | −$1.99M | Added$972.6M |
| BARINGS LLC | 8.61M | $938.7M | −$3.33M | Added$633.2M |
| Japan Science & Technology Agency | 8.51M | $927.1M | −$10.2M | Cut−$208.5M |
| AMERIPRISE FINANCIAL INC | 8M | $877.1M | −$2M | Added$481.2M |
| Allianz SE | 7.86M | $856.9M | −$9.43M | Cut−$9.43M |
| BNP PARIBAS FINANCIAL MARKETS | 6.24M | $680.5M | −$131.2K | Added$668.5M |
| ENVESTNET ASSET MANAGEMENT INC | 6.12M | $667.3M | −$6.47M | Added$73.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.43M | $592.1M | −$6.52M | Cut−$123.9M |
| WELLS FARGO & COMPANY/MN | 5.25M | $572M | −$5.29M | Added$85.8M |
| UBS Group AG | 5.1M | $556.2M | −$6.12M | Cut−$71.9M |
| LPL Financial LLC | 4.2M | $457.7M | −$4.58M | Added$36.8M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 4.04M | $440.4M | −$4.85M | Cut−$4.85M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 3.71M | $404.2M | −$4.34M | Cut−$5.87M |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 3.44M | $375.3M | −$3.89M | Added$17.9M |
| BNP PARIBAS | 2.57M | $280.5M | −$2.83M | Added$20.2M |
| ROYAL BANK OF CANADA | 2.47M | $268.7M | −$2.9M | Added$2.21M |
| Empower Annuity Insurance Co | 2.46M | $267.8M | −$2.95M | Cut−$2.95M |
| BARCLAYS PLC | 2.44M | $265.8M | −$1.1M | Added$164.4M |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 2.17M | $236.8M | −$2.61M | Cut−$2.61M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 2.09M | $226.7M | −$3.72M | Added$51.3M |
| Brevan Howard Capital Management LP | 1.98M | $215.3M | −$378K | Added$180.5M |
| Migdal Insurance & Financial Holdings Ltd. | 1.97M | $214.2M | $213.9M | Added$213.9M |
| Fisher Asset Management, LLC | 1.86M | $202.8M | −$2.23M | Cut−$12.6M |
| NORTHERN TRUST CORP | 1.78M | $193.8M | −$2.13M | Cut−$68.6M |
| JPMORGAN CHASE & CO | 1.63M | $176M | −$3.06M | Cut−$257.3M |
| Members Trust Co | 1.57M | $171M | −$1.8M | Added$5.39M |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 1.37M | $149.1M | −$1.64M | Cut−$1.64M |
| RAYMOND JAMES FINANCIAL INC | 1.16M | $126.5M | −$1.38M | Added$141.6K |
| PNC Financial Services Group, Inc. | 1.13M | $122.7M | −$1.35M | Cut−$5.31M |
| SONA ASSET MANAGEMENT (US) LLC | 1.11M | $121.4M | −$1.34M | Cut−$651.2M |
| North Dakota State Investment Board | 1.11M | $121.1M | −$565.8K | Added$69.2M |
| Cetera Investment Advisers | 1.04M | $112.9M | −$1.24M | Cut−$561.6K |
| Bridgewater | 1.02M | $111.4M | −$1.2M | Added$1.23M |
| Trajan Wealth LLC | 101.1K | $110.1M | $97.3M | Added$99.2M |
| ASSETMARK, INC | 996.6K | $108.6M | −$1.2M | Cut−$3.34M |
| MML INVESTORS SERVICES, LLC | 995.8K | $108.5M | −$1.19M | Cut−$4.47M |
| GDS Wealth Management | 994.1K | $108.3M | −$1.02M | Added$14.6M |
| Legal & General Group Plc | 979.6K | $106.8M | −$1.2M | Cut−$49.5M |
| HSBC HOLDINGS PLC | 921.3K | $100.5M | −$206.4K | Added$81.2M |
| Valmark Advisers, Inc. | 891.4K | $97.2M | −$1.05M | Added$1.03M |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 835K | $91M | −$982.2K | Added$820.8K |
| Allspring Global Investments Holdings, LLC | 817.3K | $89.1M | −$947.3K | Cut−$12.4M |
| TD Asset Management Inc | 804.3K | $87.7M | −$835.3K | Added$11M |
| Farther Finance Advisors, LLC | 726.7K | $79M | −$723K | Added$26.9M |
| APG Asset Management US Inc. | 698.9K | $75.9M | −$1.07M | Cut−$314.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 688K | $75M | −$772.3K | Added$4.07M |
| STIFEL FINANCIAL CORP | 685.2K | $74.7M | −$823K | Cut−$38.4M |
| OSAIC HOLDINGS, INC. | 588.1K | $64.1M | −$714.8K | Cut−$4.79M |
| PRINCIPAL FINANCIAL GROUP INC | 575K | $62.7M | −$259.7K | Added$38.8M |
| BANK OF MONTREAL /CAN/ | 549.7K | $59.9M | −$426.7K | Added$20.7M |
| Creative Planning | 541.2K | $59M | −$612.7K | Added$2.71M |
| PRUDENTIAL PLC | 524.4K | $57.2M | −$361.4K | Added$24M |
| TORONTO DOMINION BANK | 500K | $54.5M | −$360K | Added$21.4M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 491.4K | $53.6M | −$577.9K | Added$488.2K |
| TRUIST FINANCIAL CORP | 485.5K | $52.9M | −$392K | Added$16.9M |
| MetLife Investment Management, LLC | 434.9K | $47.4M | −$521.9K | Cut−$8.31M |
| Mirae Asset Global Investments Co., Ltd. | 411.1K | $44.8M | −$493.3K | Cut−$81.7M |
| State of New Jersey Common Pension Fund D | 411K | $44.8M | −$493.2K | Cut−$11.5M |
| Focus Partners Wealth | 390.5K | $42.6M | −$457.2K | Added$579.4K |
| Kestra Advisory Services, LLC | 384.7K | $41.9M | −$461.7K | Cut−$6.31M |
| HUNTINGTON NATIONAL BANK | 357.3K | $38.9M | −$428.8K | Cut−$13.8M |
| RITHOLTZ WEALTH MANAGEMENT | 356.4K | $38.8M | −$411.7K | Added$1.04M |
| HighTower Advisors, LLC | 350.1K | $38.2M | −$418.4K | Cut−$3.23M |
| JANUS HENDERSON GROUP PLC | 346.5K | $37.8M | −$415.8K | Cut−$10.1M |
| Sigma Planning Corp | 341.3K | $37.2M | −$446.9K | Added$469.8K |
| Stratos Investment Management, LLC | 340.1K | $37.1M | −$394.7K | Added$828.5K |
| Rockefeller Capital Management L.P. | 336.8K | $36.7M | −$404.1K | Cut−$3.44M |
| Cheviot Value Management, LLC | 331.9K | $36.2M | −$530.1K | Added$842.6K |
| Envestnet Portfolio Solutions, Inc. | 327.9K | $35.7M | −$393.4K | Cut−$9.73M |
| MILLENNIUM MANAGEMENT LLC | 319.4K | $34.8M | −$383.3K | Cut−$73.8M |
| Atria Investments, Inc | 317.8K | $34.6M | −$237.6K | Added$12.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | 309.2K | $33.7M | −$328.8K | Added$3.51M |
| Kingsview Wealth Management, LLC | 306.9K | $33.5M | −$204.4K | Added$14.7M |
| Leo Wealth, LLC | 304.8K | $33.2M | −$294.2K | Added$6.9M |
| Saba Capital Management, L.P. | 300K | $32.7M | −$18.9K | Added$31M |
| Financiere des Professionnels - Fonds d'investissement inc. | 297.3K | $32.4M | −$316.7K | Added$3.32M |
| Baird Financial Group, Inc. | 296.6K | $32.3M | −$274.1K | Added$7.16M |
| Towercrest Capital Management | 291.3K | $31.7M | −$290.3K | Added$5.08M |
| CAPTRUST FINANCIAL ADVISORS | 289K | $31.5M | −$78.7K | Added$24.3M |
| Strong Tower Advisory Services | 281.7K | $30.7M | −$310.7K | Added$2.16M |
| Capital Investment Advisors, LLC | 279K | $30.4M | −$334.5K | Cut−$299.1K |
| IHT Wealth Management, LLC | 276.3K | $30.1M | −$211.2K | Added$10.7M |
| MARSHALL WACE, LLP | 273.4K | $29.8M | −$130.8K | Added$17.8M |
| American Family Investments, Inc. | 273.4K | $29.8M | −$328.1K | Cut−$328.1K |
| Westshore Wealth, LLC | 268.1K | $29.2M | −$300.8K | Added$1.59M |
| Joule Financial, LLC | 267.2K | $29.1M | −$314K | Added$287.9K |
| NYL Investors LLC | 265.9K | $29M | −$317.7K | Cut−$195.3K |
| DV Trading LLC | 257.6K | $28.1M | −$93.5K | Added$19.5M |
| Hilltop Holdings Inc. | 257.3K | $28M | −$266.9K | Added$3.53M |
| Insight Wealth Strategies, LLC | 251.2K | $27.4M | −$301.5K | Cut−$3.11M |
| Constellation Investments, Inc. | 249.3K | $27.2M | −$299.2K | Cut−$299.2K |
| Modern Wealth Management, LLC | 248.4K | $27M | −$380.1K | Cut−$516.8K |
| Regal Investment Advisors LLC | 244.6K | $26.7M | −$280K | Added$951.4K |
| Willis Johnson & Associates, Inc. | 228.2K | $24.9M | −$244.1K | Added$2.46M |
| FIFTH THIRD BANCORP | 218.3K | $23.8M | −$132.7K | Added$11.6M |
| CITIGROUP INC | 217.7K | $23.7M | −$261.3K | Cut−$57.1M |
| MACKENZIE FINANCIAL CORP | 216K | $23.5M | −$313.7K | Cut−$1.2M |
| TD PRIVATE CLIENT WEALTH LLC | 214.1K | $23.3M | −$256.9K | Cut−$385.6K |
| Clark Capital Management Group, Inc. | 211.5K | $23.1M | −$253.9K | Cut−$8.81M |
| TUDOR INVESTMENT CORP ET AL | 211.5K | $23.1M | — | New |
| Mitsubishi UFJ Trust & Banking Corp | 209.4K | $22.8M | −$251.3K | Cut−$33.3M |
| SIMPLEX TRADING, LLC | 208.2K | $22.7M | — | New |
| CIBC Bancorp USA Inc. | 207.8K | $22.6M | — | Held |
| Summit Financial Consulting LLC | 204.3K | $22.3M | −$237.1K | Added$495.7K |
| Petrus Trust Company, LTA | 202K | $22M | −$242.4K | Cut−$242.4K |
| Alley Investment Management Company, LLC | 201.5K | $22M | −$236.4K | Added$258.5K |
| AAFMAA Wealth Management & Trust LLC | 201.5K | $22M | −$236.1K | Added$280K |
| SCOTIA CAPITAL INC. | 200.5K | $21.9M | −$225.8K | Added$1.08M |
| Asset Management One Co., Ltd. | 198.5K | $21.6M | −$357.4K | Cut−$2.88M |
| OPPENHEIMER & CO INC | 196.6K | $21.4M | −$224K | Added$854.6K |
| Invst, LLC | 196K | $21.4M | −$174.7K | Added$5.32M |
| Canal Capital Management, LLC | 195.6K | $21.3M | −$219.4K | Added$1.16M |
| Strategic Wealth Partners, Ltd. | 194K | $21.1M | −$223.2K | Added$650.6K |
| Lifeworks Advisors, LLC | 187K | $20.4M | −$222.4K | Cut−$31.2K |
| Alliance Wealth Management Group | 186.2K | $20.3M | −$187.8K | Added$3.04M |
| KEYBANK NATIONAL ASSOCIATION/OH | 185.8K | $20.2M | −$222.9K | Cut−$1.57M |
| DDFG, Inc | 183.9K | $20M | −$214.5K | Added$360.9K |
| SSI INVESTMENT MANAGEMENT LLC | 183K | $20M | −$219.7K | Cut−$236.6K |
| Bank Julius Baer & Co. Ltd, Zurich | 182.5K | $19.9M | −$213.5K | Added$278.5K |
| CI INVESTMENTS INC. | 180.6K | $19.7M | −$214.6K | Cut−$16.7K |
| Cerity Partners LLC | 179.1K | $19.5M | −$154K | Added$5.37M |
| Mariner, LLC | 179.1K | $19.5M | −$103K | Added$10.2M |
| Vision Capital Management, Inc. | 174.7K | $19M | −$205.3K | Added$187.5K |
| TD Waterhouse Canada Inc. | 171.8K | $18.8M | −$87.6K | Added$8.89M |
| Merit Financial Group, LLC | 167K | $18.2M | −$59.3K | Added$12.8M |
| Cordoba Advisory Partners LLC | 163.8K | $17.9M | −$195.2K | Cut−$70.8K |
| Ashton Thomas Private Wealth, LLC | 159.4K | $17.4M | −$175.7K | Added$1.24M |
| Lighthouse Financial LLC | 154.7K | $16.9M | −$103.4K | Added$7.37M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 154.1K | $16.8M | −$185.3K | Cut−$185.3K |
| HMS Capital Management, LLC | 151.4K | $16.5M | −$170.6K | Added$836K |
| ZACKS INVESTMENT MANAGEMENT | 148.9K | $16.2M | −$178.7K | Cut−$209K |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 145.4K | $15.8M | −$287.5K | Cut−$27K |
| MAI Capital Management | 141.9K | $15.5M | −$170.3K | Cut−$304.8K |
| Sanctuary Advisors, LLC | 141.3K | $15.4M | −$156.8K | Added$998.2K |
| PRINCIPAL SECURITIES, INC. | 139.7K | $15.2M | −$167.6K | Cut−$6.48M |
| Insight Wealth Partners, LLC | 139.7K | $15.2M | −$162K | Added$345.6K |
| GUGGENHEIM CAPITAL LLC | 137.4K | $15M | −$161.2K | Added$171.2K |
| Gotham Asset Management, LLC | 134.7K | $14.7M | −$149.7K | Added$938.2K |
| Providence First Trust Co | 134.2K | $14.6M | −$161.1K | Cut−$370.4K |
| Gallagher Fiduciary Advisors, LLC | 32.6M | $14.4M | −$31.6M | Cut−$17.3M |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 132.1K | $14.4M | −$158.5K | Cut−$983.2K |
| TIFF ADVISORY SERVICES, LLC | 131.1K | $14.3M | — | New |
| Steward Partners Investment Advisory, LLC | 129.7K | $14.1M | −$155.6K | Cut−$1.68M |
| USA FINANCIAL FORMULAS | 128.2K | $14M | −$153.9K | Cut−$11.7M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 128.1K | $13.9M | −$8.71K | Added$13.5M |
| MUSTICO FINANCIAL GROUP, INC. | 125.4K | $13.7M | −$132.8K | Cut−$230.9K |
| Hudson Bay Capital Management LP | 125K | $13.6M | −$150K | Cut−$4.56M |
| Apella Capital, LLC | 123K | $13.5M | −$18.4K | Cut−$629.6K |
| Cresta Advisors, Ltd. | 124K | $13.5M | −$145.7K | Added$137.2K |
| Genus Capital Management Inc. | 122.9K | $13.4M | −$121.4K | Added$2.24M |
| MTC Wealth Management LLC | 121.7K | $13.3M | −$135.1K | Added$865.2K |
| Private Advisory Group LLC | 120.5K | $13.1M | −$25.1K | Added$10.8M |
| Mechanics Bank Trust Department | 120.4K | $13.1M | −$144.5K | Cut−$960.8K |
| Schonfeld Strategic Advisors LLC | 120.2K | $13.1M | — | New |
| DONALDSON CAPITAL MANAGEMENT, LLC | 120.1K | $13.1M | −$143.8K | Cut−$112.1K |
| TrustBank | 119.1K | $13M | −$141.6K | Cut−$18.8K |
| Pinnacle Financial Partners, Inc. | 118.3K | $12.9M | −$139.7K | Added$84.2K |
| DEUTSCHE BANK AG\ | 118.3K | $12.9M | −$141.9K | Cut−$179.9M |
| Idaho Trust Co | 116.2K | $12.7M | −$130.5K | Added$679.5K |
| TRB Wealth Management, LLC | 115.3K | $12.6M | — | Held |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 111.5K | $12.1M | −$123.1K | Added$840.6K |
| Independent Advisor Alliance | 110.7K | $12.1M | −$5.74K | Added$11.5M |
| Twele Capital Management, Inc. | 109.4K | $11.9M | −$124.1K | Added$528.9K |
| Rothschild Wealth LLC | 109.1K | $11.9M | −$107K | Added$2.07M |
| Net Worth Advisory Group | 105.6K | $11.5M | −$124.9K | Added$33.3K |
| Beacon Pointe Advisors, LLC | 105.1K | $11.5M | −$112.1K | Added$1.16M |
| Topel & Distasi Wealth Management, LLC | 104.5K | $11.4M | −$123.1K | Added$80.1K |
| Daiwa Securities Group Inc. | 103.8K | $11.3M | $11.3M | Added$11.3M |
| Vestmark Advisory Solutions, Inc. | 102.9K | $11.2M | −$31.9K | Added$8.29M |
| Finhabits Advisors LLC | 100.8K | $11M | −$118.1K | Added$136.2K |
| JONES FINANCIAL COMPANIES LLLP | 101.8K | $11M | −$261.5K | Cut−$590.5K |
| ALLSTATE CORP | 100.3K | $10.9M | −$120.3K | Cut−$3.64M |
| Arax Advisory Partners | 99.9K | $10.9M | −$119.9K | Cut−$22.2M |
| WESBANCO BANK INC | 99.4K | $10.8M | −$115.5K | Added$229.1K |
| CONSILIO WEALTH ADVISORS, LLC | 98.4K | $10.7M | −$97.2K | Added$1.8M |
| EFG International AG | 97.1K | $10.6M | −$90.9K | Cut−$32.8K |
| Kelsey Financial, LLC | 96.6K | $10.5M | −$113K | Added$152.3K |
| Beta Wealth Group, Inc. | 96.4K | $10.5M | −$106K | Added$778K |
| Shelter Mutual Insurance Co | 95.2K | $10.4M | −$114.2K | Cut−$114.2K |
| Renaissance Technologies | 92K | $10M | — | New |
| Heartwood Wealth Advisors LLC | 89.8K | $9.79M | −$96.7K | Added$909.1K |
| Wealthstar Advisors, LLC | 89.2K | $9.72M | −$107K | Cut−$354.6K |
| FULTON BREAKEFIELD BROENNIMAN LLC | 88.5K | $9.65M | −$106.3K | Cut−$280.7K |
| INVICTUS PRIVATE WEALTH, LLC | 88.1K | $9.6M | −$105.7K | Cut−$677.6K |
| Strategic Investment Advisors / MI | 87.1K | $9.51M | −$84.9K | Added$887.1K |
| FIDUCIARY FINANCIAL GROUP, LLC | 86.9K | $9.47M | −$91.3K | Added$1.09M |
| Legacy Private Trust Co. | 86.3K | $9.41M | −$78.4K | Added$2.21M |
| Itau Unibanco Holding S.A. | 85.6K | $9.33M | −$102.7K | Cut−$102.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 85.4K | $9.31M | −$115.2K | Cut−$9.47M |
| BCS Private Wealth Management, Inc. | 85.2K | $9.29M | −$70.5K | Added$2.81M |
| JMAC ENTERPRISES LLC | 84.9K | $9.25M | −$99.7K | Added$94.3K |
| FIRST AMERICAN TRUST, FSB | 84.7K | $9.23M | −$101.6K | Cut−$4.08M |
| EASTERLY INVESTMENT PARTNERS LLC | 83.7K | $9.12M | −$94.4K | Added$450.5K |
| Private Advisor Group, LLC | 82.7K | $9.02M | −$94.2K | Added$370.7K |
| WBH ADVISORY INC | 82.6K | $8.97M | −$108K | Added$1.2M |
| Anfield Capital Management, LLC | 81.7K | $8.9M | −$88.5K | Added$778.6K |
| Central Pacific Bank - Trust Division | 80K | $8.71M | −$96K | Cut−$96K |
| PINKERTON WEALTH, LLC | 78K | $8.59M | $0 | Added$1.48M |
| Curran Financial Partners, LLC | 75.9K | $8.28M | −$76.5K | Added$1.26M |
| Perigon Wealth Management, LLC | 75.6K | $8.24M | −$84K | Added$523.9K |
| STEPHENS INC /AR/ | 75.2K | $8.2M | −$90.4K | Cut−$102.3K |
| NVWM, LLC | 75.1K | $8.18M | −$90.1K | Cut−$261.8K |
| Chesapeake Wealth Management | 74.9K | $8.17M | −$87.7K | Added$111.8K |
| ALLIANCEBERNSTEIN L.P. | 73.5K | $8.1M | $0 | Added$39.3K |
| Connecticut Capital Management Group, LLC | 74.3K | $8.1M | −$87.9K | Added$28.2K |
| Torrey-Payne Wealth Management, LLC | 73.2K | $7.97M | −$137.9K | Added$89.6K |
| Horizon Investments, LLC | 71.4K | $7.72M | −$147.8K | Cut−$6.86M |
| Capital Asset Advisory Services LLC | 69.9K | $7.69M | — | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 70.4K | $7.68M | −$84.5K | Cut−$447.7K |
| One Capital Management, LLC | 70.1K | $7.64M | — | New |
| Capula Management Ltd | 69K | $7.53M | — | New |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 68.7K | $7.48M | −$79K | Added$233.7K |
| Income Insurance Ltd | 68.6K | $7.47M | −$82.3K | Cut−$82.3K |
| Modus Advisors, LLC | 68.2K | $7.43M | −$78.1K | Added$263.6K |
| Providence Capital Advisors, LLC | 67.4K | $7.34M | −$77.1K | Added$255.4K |
| Waterloo Capital, L.P. | 67K | $7.3M | −$68.7K | Added$994.9K |
| Summit Financial, LLC | 66.4K | $7.23M | −$79.7K | Cut−$2.23M |
| FIRST TRUST ADVISORS LP | 64.4K | $7.02M | −$77.2K | Cut−$334.8K |
| FIRST FOUNDATION ADVISORS | 62.8K | $6.84M | −$75.3K | Cut−$259.9K |
| MERCER GLOBAL ADVISORS INC /ADV | 62.1K | $6.76M | −$74.5K | Cut−$677.3K |
| David J Yvars Group | 61.8K | $6.73M | −$71.7K | Added$161.3K |
| Mutual Advisors, LLC | 60.7K | $6.62M | −$72.8K | Cut−$185.9K |
| Man Group plc | 60.6K | $6.6M | −$72.7K | Cut−$99.4M |
| 1607 Capital Partners, LLC | 60.3K | $6.57M | −$72.4K | Cut−$72.4K |
| Vontobel Holding Ltd. | 60.1K | $6.55M | −$71.8K | Cut−$40.6K |
| Sonoma Allocations LLC | 58.9K | $6.43M | −$63.2K | Cut−$2.32M |
| EXENCIAL WEALTH ADVISORS, LLC | 58.8K | $6.41M | −$67.1K | Added$255.6K |
| JANE STREET GROUP, LLC | 58.6K | $6.39M | −$2.34K | Added$6.18M |
| Balefire, LLC | 58.1K | $6.33M | −$69.7K | Cut−$158.9K |
| Turn8 Private Wealth Inc. | 58.1K | $6.33M | −$50.1K | Added$1.75M |
| SYNTAX RESEARCH, INC. | 57.9K | $6.31M | −$69.2K | Cut−$43.8K |
| Evelyn Partners Investment Management (Europe) Ltd | 57.3K | $6.24M | −$68.7K | Cut−$199.2K |
| Keystone Global Partners, LLC | 57.1K | $6.22M | −$66.9K | Added$74.2K |
| Rochester Wealth Strategies, LLC | 56.1K | $6.12M | −$60.2K | Added$586.6K |
| Welch & Forbes LLC | 55.9K | $6.09M | −$67K | Cut−$141.6K |
| Townsend Financial Planning, LLC | 55.6K | $6.06M | −$66.7K | Cut−$132.3K |
| US BANCORP \DE\ | 55.6K | $6.06M | −$66.7K | Cut−$2.25M |
| M&T Bank Corp | 55.5K | $6.05M | −$66.7K | Cut−$1.11M |
| Aptus Capital Advisors, LLC | 55.4K | $6.04M | −$58.1K | Added$697.5K |
| Corient Private Wealth LLC | 54.7K | $5.87M | −$157.5K | Cut−$1.09M |
| 5th Street Advisors, LLC | 52.8K | $5.75M | −$63.4K | Cut−$2.98M |
| SAX WEALTH ADVISORS, LLC | 51.8K | $5.71M | $0 | Held |
Who left
- Caisse de depot et placement du Quebec$218.2M
- Penn Mutual Asset Management$142.2M
- Centiva Capital, LP$111.8M
- WELLINGTON MANAGEMENT GROUP LLP$59.6M
- D. E. Shaw & Co., Inc.$44.5M
- BANK OF KOREA$43.6M
- Headlands Technologies LLC$36.5M
- Citadel$33.1M
- READYSTATE ASSET MANAGEMENT LP$33.1M
- III Capital Management$25.2M
- Dai-ichi Life Insurance Company, Ltd$24.6M
- Bramshill Investments, LLC$22M
- Independence Financial Advisors, LLC$19.3M
- Spahn Wealth & Retirement LLC$18.2M
- Jain Global LLC$15.7M
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.