Stock
Reported value
$3.1B
Holders
491
+42 new · −34 exited
Holders’ est. mark
−$131.1M
Price effect on 237 books still in the name
Largest holder
$400.4M
Phoenix Financial Ltd.
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $3.14M
- Icahn Capital0.0% · $1.04M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Phoenix Financial Ltd. | 4.01M | $400.4M | — | New |
| Fisher Asset Management, LLC | 3.08M | $307.7M | −$15.4M | Cut−$12.9M |
| BANK OF AMERICA CORP /DE/ | 2.21M | $221M | −$11.1M | Cut−$31.6M |
| JPMORGAN CHASE & CO | 2.02M | $193.4M | −$18.7M | Cut−$26.7M |
| FIL Ltd | 1.14M | $113.9M | −$4.2M | Added$34.6M |
| Pictet Asset Management Holding SA | 1.15M | $110.4M | −$7.21M | Added$35.9M |
| PGIM Custom Harvest LLC | 1.1M | $110.1M | −$4.47M | Added$16.9M |
| MORGAN STANLEY | 1.02M | $102M | −$5.13M | Cut−$8.13M |
| WELLS FARGO & COMPANY/MN | 1M | $100.3M | −$5.05M | Cut−$7.5M |
| Portfolio Strategies, Inc. | 916.9K | $91.7M | −$4.59M | Cut−$6.62M |
| LPL Financial LLC | 916.1K | $91.6M | −$4.61M | Cut−$8.67M |
| ROYAL BANK OF CANADA | 888K | $88.8M | −$4.47M | Cut−$10.4M |
| BlackRock, Inc. | 567.7K | $56.7M | −$2.83M | Cut−$2.43M |
| PATTEN & PATTEN INC/TN | 543.2K | $54.3M | −$2.73M | Cut−$2.94M |
| AMERIPRISE FINANCIAL INC | 509.7K | $51M | −$2.41M | Cut−$1.09M |
| UBS Group AG | 443.1K | $44.3M | −$2.23M | Cut−$3.3M |
| Banco Santander, S.A. | 297.2K | $29.7M | — | New |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | 296.3K | $29.6M | −$1.49M | Cut−$1.49M |
| Parallel Advisors, LLC | 290.8K | $29.1M | −$1.44M | Cut−$978.6K |
| RAYMOND JAMES FINANCIAL INC | 272.8K | $27.3M | −$1.37M | Cut−$7.13M |
| HighTower Advisors, LLC | 261.5K | $26.1M | −$1.13M | Added$2.56M |
| COMMONWEALTH EQUITY SERVICES, LLC | 256.7K | $25.7M | −$1.22M | Added$286.3K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 266.5K | $25.5M | −$40.6K | Added$25.1M |
| JANE STREET GROUP, LLC | 250.1K | $25M | −$390.5K | Added$16.9M |
| Amundi | 232.6K | $23.3M | −$1.17M | Cut−$4.06M |
| GOLDMAN SACHS GROUP INC | 220.1K | $22M | −$1.11M | Cut−$3.97M |
| ENVESTNET ASSET MANAGEMENT INC | 208.3K | $20.8M | −$974.8K | Added$472.9K |
| SCOTIA CAPITAL INC. | 198.8K | $19.9M | −$1.01M | Cut−$1.05M |
| OSAIC HOLDINGS, INC. | 193.6K | $19.4M | −$978.5K | Cut−$1.62M |
| TWO SIGMA INVESTMENTS, LP | 177.6K | $17.8M | −$893.3K | Cut−$5.75M |
| Cetera Investment Advisers | 169.1K | $16.9M | −$844.8K | Cut−$733.9K |
| Focus Partners Wealth | 142.1K | $14.2M | −$717.2K | Cut−$943.2K |
| JONES FINANCIAL COMPANIES LLLP | 138.1K | $13.5M | −$953.5K | Added$189.5K |
| M&T Bank Corp | 128.4K | $12.8M | −$645.7K | Cut−$645.7K |
| JOHNSON INVESTMENT COUNSEL INC | 111.4K | $11.1M | −$559.9K | Cut−$555.1K |
| Integrated Wealth Concepts LLC | 108.1K | $10.8M | −$543.8K | Cut−$1.37M |
| Newbridge Financial Services Group, Inc. | 101.9K | $10.2M | −$498.8K | Cut−$228K |
| Rathbones Group PLC | 100.8K | $10.1M | −$502K | Cut−$397.1K |
| Summit Wealth Group, LLC | 100.1K | $10M | −$488.9K | Cut−$193.1K |
| Cambria Investment Management, L.P. | 98.7K | $9.86M | −$442.3K | Added$630.3K |
| Federation des caisses Desjardins du Quebec | 97.1K | $9.63M | −$230.1K | Added$5.37M |
| Vickerman Investment Advisors, Inc. | 93.9K | $9.38M | −$472.1K | Cut−$956K |
| New Insight Wealth Advisors | 88.7K | $8.87M | −$446.2K | Cut−$477.7K |
| VAUGHAN & Co SECURITIES, INC. | 88.4K | $8.83M | −$444.5K | Cut−$750.2K |
| Rollins Financial Advisors, LLC | 85.4K | $8.54M | −$429.7K | Cut−$598.2K |
| Cerity Partners LLC | 85K | $8.5M | −$32.7K | Added$7.82M |
| Nicholson Meyer Capital Management, Inc. | 83.5K | $8.35M | −$420K | Cut−$565.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 77.5K | $7.75M | −$339.2K | Added$672K |
| Mariner, LLC | 77K | $7.7M | −$351.6K | Added$359.5K |
| BANK OF MONTREAL /CAN/ | 73.3K | $7.32M | −$368.5K | Cut−$458.9K |
| World Investment Advisors | 72.6K | $7.26M | −$365.4K | Cut−$1.77M |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 71.4K | $7.14M | −$354.1K | Cut−$257K |
| Shira Ridge Wealth Management | 70.5K | $7.05M | −$354.5K | Cut−$398.4K |
| Aptus Capital Advisors, LLC | 68.5K | $6.85M | −$344.5K | Cut−$1.16M |
| Wealthfront Advisers LLC | 66.9K | $6.69M | −$336.5K | Cut−$542.9K |
| Cardinal Strategic Wealth Guidance | 65.3K | $6.53M | −$328.7K | Cut−$1.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 68.4K | $6.53M | −$839.3K | Cut−$954K |
| Private Advisor Group, LLC | 64.6K | $6.46M | −$324.9K | Cut−$364.2K |
| Bellwether Advisors, LLC | 64.5K | $6.44M | −$322.9K | Cut−$297.7K |
| MML INVESTORS SERVICES, LLC | 63K | $6.3M | −$316.9K | Cut−$1.03M |
| TRUIST FINANCIAL CORP | 54.5K | $5.45M | −$251.3K | Added$207.8K |
| Kestra Advisory Services, LLC | 52.7K | $5.27M | −$200.8K | Added$1.08M |
| Flagship Private Wealth, LLC | 49.5K | $4.95M | −$249.1K | Cut−$352.9K |
| Rockefeller Capital Management L.P. | 49.4K | $4.94M | −$123.7K | Added$2.35M |
| COURIER CAPITAL LLC | 47.1K | $4.71M | −$237.1K | Cut−$430.3K |
| MARSHALL WACE, LLP | 45.7K | $4.57M | — | New |
| MERCER GLOBAL ADVISORS INC /ADV | 45.5K | $4.55M | −$62.5K | Added$3.25M |
| SP Asset Management LLC | 44.3K | $4.43M | −$222.9K | Cut−$281.1K |
| FCA CORP /TX | 41.9K | $4.19M | −$208.4K | Cut−$164.7K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 41.7K | $4.17M | −$204.4K | Cut−$40.6K |
| Charter Oak Capital Management, LLC | 40.8K | $4.08M | −$202.3K | Cut−$146.4K |
| Creative Planning | 40.2K | $4.02M | −$202.2K | Cut−$354.9K |
| STIFEL FINANCIAL CORP | 39.7K | $3.97M | −$199.9K | Cut−$988.4K |
| Waverly Advisors, LLC | 37.4K | $3.74M | −$186.5K | Cut−$154.6K |
| GTS SECURITIES LLC | 36.9K | $3.69M | −$53.4K | Added$2.58M |
| FIFTH THIRD BANCORP | 36.1K | $3.61M | −$32.3K | Added$2.93M |
| LARCH CAPITAL PARTNERS LLC | 36K | $3.6M | −$175.6K | Cut−$68.6K |
| DEFINED WEALTH MANAGEMENT, LLC | 34.8K | $3.48M | −$175K | Cut−$188.2K |
| PINNACLE ASSOCIATES LTD | 34.6K | $3.46M | −$159.6K | Added$128.6K |
| NORTHLAND SECURITIES, INC. | 32.2K | $3.22M | −$155.9K | Cut−$30.9K |
| J. Mark Nickell & Co. | 32.2K | $3.22M | −$152.9K | Added$29.5K |
| CWM, LLC | 32K | $3.19M | $3.19M | Added$3.19M |
| Bernardo Wealth Planning LLC | 31.6K | $3.16M | −$159.2K | Cut−$353K |
| Fidelity | 31.4K | $3.14M | −$167K | Cut−$7.5K |
| EQ LLC | 31.3K | $3.13M | −$157.5K | Cut−$195.5K |
| Equitable Holdings, Inc. | 29.8K | $3.09M | −$35.6K | Added$282.2K |
| Gladstone Institutional Advisory LLC | 30.3K | $3.03M | −$116.9K | Added$588.4K |
| DECISION INVESTMENTS, INC | 30.2K | $3.02M | −$152K | Cut−$251.6K |
| Stratos Wealth Partners, LTD. | 30.2K | $3.02M | −$151.8K | Cut−$153.5K |
| MONEY CONCEPTS CAPITAL CORP | 30K | $2.99M | −$150.7K | Cut−$225.2K |
| Icon Wealth Advisors, LLC | 24.4K | $2.91M | $350.3K | Added$282.4K |
| CHOREO, LLC | 27.9K | $2.79M | −$165.7K | Cut−$245.2K |
| Western Wealth Management, LLC | 27.7K | $2.77M | −$129.6K | Added$67.9K |
| Slow Capital, Inc. | 27.2K | $2.72M | −$137K | Cut−$241.8K |
| Steward Partners Investment Advisory, LLC | 27.1K | $2.71M | −$54.6K | Added$1.57M |
| Atlantic Union Bankshares Corp | 25.4K | $2.53M | −$127.5K | Cut−$148.1K |
| CITIGROUP INC | 24.6K | $2.46M | −$115.1K | Added$62K |
| CAPTRUST FINANCIAL ADVISORS | 24.6K | $2.46M | −$97.6K | Added$422.1K |
| MA Private Wealth | 24.3K | $2.43M | −$122.1K | Cut−$143.7K |
| BURKE & HERBERT BANK & TRUST CO | 24.2K | $2.42M | −$122K | Cut−$122K |
| Marotta Asset Management | 23.2K | $2.35M | −$77.4K | Cut−$130.3K |
| Snowden Capital Advisors LLC | 23.5K | $2.35M | −$103.2K | Added$200.8K |
| NTV Asset Management LLC | 22.7K | $2.27M | −$114.1K | Cut−$145.6K |
| Keystone Financial Group | 22K | $2.26M | −$59.3K | Cut−$138.1K |
| Clarus Wealth Advisors | 21.4K | $2.21M | — | New |
| Wealthcare Advisory Partners LLC | 22K | $2.2M | −$110.8K | Cut−$125.2K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 21.8K | $2.18M | −$109.7K | Cut−$193.7K |
| Carnegie Investment Counsel | 21.2K | $2.12M | −$106.8K | Cut−$192.4K |
| Sharkey, Howes & Javer | 20.8K | $2.08M | −$104.7K | Cut−$252.2K |
| PFG Advisors | 20.5K | $2.05M | −$79.1K | Added$402.2K |
| Freestone Capital Holdings, LLC | 19.4K | $1.94M | −$97.7K | Cut−$212.9K |
| Kovack Advisors, Inc. | 18.8K | $1.91M | −$64.8K | Cut−$65.1K |
| Shum Financial Group, Inc. | 18.9K | $1.89M | −$95K | Cut−$110.7K |
| Geneos Wealth Management Inc. | 18.6K | $1.86M | −$90.2K | Cut−$25.2K |
| Columbus Macro, LLC | 18.3K | $1.83M | −$91.7K | Cut−$80.8K |
| Patten Group, Inc. | 18.2K | $1.81M | −$91.3K | Cut−$292.1K |
| HSBC HOLDINGS PLC | 18K | $1.8M | −$90.5K | Cut−$90.5K |
| GREAT VALLEY ADVISOR GROUP, INC. | 17.9K | $1.79M | −$89.8K | Cut−$134.8K |
| Pictet North America Advisors SA | 17.7K | $1.77M | −$89K | Cut−$126.2K |
| Quantinno Capital Management LP | 17.6K | $1.76M | −$57.9K | Added$554.9K |
| NATIONAL BANK OF CANADA /FI/ | 17.5K | $1.75M | −$82.1K | Cut−$508.3K |
| Baird Financial Group, Inc. | 17.5K | $1.75M | −$79.6K | Added$89K |
| US BANCORP \DE\ | 17.4K | $1.74M | −$87.4K | Cut−$111.7K |
| NORTHERN TRUST CORP | 17.2K | $1.72M | −$86.7K | Cut−$107.5K |
| GREENLEAF TRUST | 17K | $1.7M | −$85.4K | Cut−$85.4K |
| Sanctuary Advisors, LLC | 16.9K | $1.69M | −$82.9K | Cut−$44.5K |
| Ashton Thomas Private Wealth, LLC | 16.7K | $1.67M | −$83.9K | Cut−$83.9K |
| Farther Finance Advisors, LLC | 16K | $1.63M | −$53.5K | Cut−$71.7K |
| PINEBRIDGE INVESTMENTS LLC | 16.2K | $1.62M | −$81.5K | Cut−$279.3K |
| U.S. Capital Wealth Advisors, LLC | 16K | $1.6M | −$31K | Added$949.2K |
| Concurrent Investment Advisors, LLC | 15.9K | $1.59M | −$73.2K | Added$65.1K |
| Balance Wealth, LLC | 15.9K | $1.59M | −$79.5K | Cut−$69.6K |
| TWO SIGMA SECURITIES, LLC | 15.4K | $1.54M | — | New |
| MARINO, STRAM & ASSOCIATES LLC | 15.2K | $1.52M | −$76.4K | Cut−$174.3K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 15.1K | $1.51M | −$76K | Cut−$244.7K |
| SHEETS SMITH WEALTH MANAGEMENT | 15K | $1.5M | −$74.6K | Cut−$56K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 14.9K | $1.49M | −$74.8K | Cut−$74.8K |
| FORTE ASSET MANAGEMENT LLC | 14.6K | $1.46M | −$73.4K | Cut−$73.4K |
| Corient Private Wealth LLC | 14.4K | $1.42M | −$82.1K | Added$54.2K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 14.1K | $1.41M | −$71K | Cut−$98.3K |
| HANOVER ADVISORS INC | 14.1K | $1.41M | −$69.8K | Cut−$46.1K |
| Meridian Wealth Management, LLC | 13.9K | $1.39M | −$69.8K | Cut−$266K |
| Caliber Wealth Management, LLC / KS | 13.8K | $1.38M | −$69.5K | Cut−$89.7K |
| OneDigital Investment Advisors LLC | 13.7K | $1.37M | −$68.3K | Cut−$58.6K |
| SALEM INVESTMENT COUNSELORS INC | 13.5K | $1.35M | −$68.1K | Cut−$68.1K |
| James Hambro & Partners LLP | 13.4K | $1.34M | −$57.5K | Added$140.1K |
| Front Row Advisors LLC | 13.4K | $1.34M | −$67.2K | Cut−$141.8K |
| Essex Financial Services, Inc. | 12.9K | $1.29M | −$65.1K | Cut−$65.1K |
| Oxinas Partners, LLC | 12.8K | $1.28M | −$61.5K | Cut−$5.39K |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 12.8K | $1.28M | −$51.5K | Added$200.6K |
| CIBC WORLD MARKET INC. | 12.7K | $1.27M | −$64K | Cut−$200.5K |
| Hilltop Holdings Inc. | 12.6K | $1.26M | −$63.4K | Cut−$63.4K |
| Avidian Wealth Enterprises, LLC | 12.5K | $1.25M | −$62.7K | Cut−$62.3K |
| Beacon Pointe Advisors, LLC | 12.4K | $1.24M | −$62.5K | Cut−$106K |
| Narus Financial Partners, LLC | 12K | $1.2M | −$60.5K | Cut−$60.5K |
| Accurate Wealth Management, LLC | 11K | $1.18M | $3.69K | Added$261.2K |
| Maridea Wealth Management LLC | 11.8K | $1.18M | −$58.1K | Cut−$31.8K |
| Yukon Wealth Management, Inc. | 11.7K | $1.17M | −$42.3K | Cut−$70.1K |
| Dakota Wealth Management | 11.6K | $1.16M | −$58.2K | Cut−$712.7K |
| Montis Financial, LLC | 11.4K | $1.14M | −$57.4K | Cut−$261.8K |
| Tempo Wealth, LLC | 11.4K | $1.14M | −$57.2K | Cut−$100.8K |
| AIRE ADVISORS, LLC | 11.3K | $1.13M | −$56.7K | Cut−$56.7K |
| Sterling Group Wealth Management, LLC | 11.3K | $1.13M | −$56.6K | Cut−$61.2K |
| PNC Financial Services Group, Inc. | 11.2K | $1.12M | −$56.4K | Cut−$106.6K |
| Koss-Olinger Consulting, LLC | 11.2K | $1.12M | −$56.5K | Cut−$365.7K |
| CreativeOne Wealth, LLC | 11.2K | $1.12M | −$53K | Added$9.39K |
| Apollon Wealth Management, LLC | 11K | $1.1M | −$54.4K | Cut−$34.8K |
| Ellis Investment Partners, LLC | 10.6K | $1.06M | −$53.3K | Cut−$53.3K |
| Clearwater Capital Advisors, LLC | 10.5K | $1.05M | −$52.9K | Cut−$52.9K |
| Icahn Capital | 10.4K | $1.04M | −$23.6K | Added$549.2K |
| MAI Capital Management | 9.91K | $991.1K | −$49.8K | Cut−$62.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | 9.83K | $982.5K | −$47.7K | Cut−$15K |
| Eldridge Investment Advisors, Inc. | 9.78K | $977.3K | −$49.2K | Cut−$57K |
| Merit Financial Group, LLC | 9.66K | $966K | −$48.6K | Cut−$49.4K |
| Cynosure Group, LLC | 9.61K | $960.8K | −$48.3K | Cut−$48.3K |
| Cypress Wealth Services, LLC | 9.5K | $949.7K | −$47.8K | Cut−$71.8K |
| Composition Wealth, LLC | 9.46K | $945.3K | −$44.1K | Added$25.4K |
| Keystone Wealth Services, LLC | 9.41K | $940.3K | −$47.3K | Cut−$47.3K |
| Gotham Asset Management, LLC | 9.36K | $935.5K | −$47.1K | Cut−$47.1K |
| Sigma Planning Corp | 9.22K | $921.8K | −$43.5K | Added$14.2K |
| Strategies Wealth Advisors, LLC | 9.07K | $906.9K | −$45.6K | Cut−$45.6K |
| MGO ONE SEVEN LLC | 9.04K | $904.2K | −$45.5K | Cut−$51.9K |
| Stonebridge Financial Planning Group, LLC | 9K | $899.9K | −$45.3K | Cut−$97.6K |
| Summit Financial, LLC | 8.95K | $894.2K | −$43.7K | Cut−$18.6K |
| Catalyst Investment Management LLC | 7.59K | $885.6K | $88.3K | Added$55.3K |
| Mutual Advisors, LLC | 8.85K | $884.8K | −$44.4K | Cut−$41.9K |
| Mascagni Wealth Management, Inc. | 8.84K | $883.5K | −$11.1K | Added$653K |
| Brookstone Capital Management | 8.59K | $858.3K | −$36.7K | Added$91.2K |
| AE Wealth Management LLC | 8.34K | $833.4K | −$41.9K | Cut−$75.2K |
| Sageworth Trust Co | 8.31K | $830.9K | −$41.8K | Cut−$41.8K |
| Ironwood Financial, llc | 8.27K | $826.7K | −$64.6K | Cut−$64.6K |
| Asempa Wealth Advisors | 8.11K | $823.9K | −$27.1K | Cut−$28K |
| Pines Wealth Management, LLC | 8.13K | $813.3K | −$40.9K | Cut−$239.7K |
| Montecito Bank & Trust | 8.07K | $806.5K | −$40.6K | Cut−$46.7K |
| Bawa N Mallick Trust | 8K | $799.8K | −$40.2K | Cut−$40.2K |
| Able Wealth Management LLC | 7.95K | $794.5K | −$40K | Cut−$300.7K |
| Dynamic Advisor Solutions LLC | 7.82K | $782K | −$39.4K | Cut−$55K |
| Independent Advisor Alliance | 7.76K | $775.7K | −$18.6K | Added$386.6K |
| Spire Wealth Management | 7.72K | $772.1K | −$38.9K | Cut−$44.1K |
| CENTRAL VALLEY ADVISORS, LLC | 7.7K | $769.7K | −$38.7K | Cut−$53.5K |
| HighPoint Advisor Group LLC | 7.65K | $765.2K | −$36.1K | Added$12.1K |
| BLAIR WILLIAM & CO/IL | 7.6K | $759.6K | −$36.1K | Added$5.75K |
| Cresset Asset Management, LLC | 7.55K | $755.1K | −$38K | Cut−$6.24M |
| Lunt Capital Management, Inc. | 7.47K | $746.9K | −$37.3K | Cut−$30.8K |
| ALLIUM FINANCIAL ADVISORS, LLC | 7.35K | $735K | −$36.7K | Cut−$30.1K |
| D.A. DAVIDSON & CO. | 7.34K | $734.4K | −$36.9K | Cut−$41K |
| Sonoma Private Wealth LLC | 7.27K | $726.5K | −$36.6K | Cut−$76.1K |
| Integrity Advisory Solutions, LLC | 7.17K | $716.6K | −$36.1K | Cut−$36K |
| B. Riley Wealth Advisors, Inc. | 7.44K | $712.2K | −$68.7K | Cut−$192.1K |
| BROOKS, MOORE & ASSOCIATES, INC. | 7K | $699.8K | −$35.2K | Cut−$35.2K |
| Milestone Asset Management Group, LLC | 6.91K | $690.9K | −$34.9K | Cut−$47.5K |
| Mayflower Financial Advisors, LLC | 6.7K | $670.1K | −$24.8K | Added$151.5K |
| SUMMIT WEALTH GROUP LLC / CO | 6.64K | $663.8K | — | New |
| STEPHENS INC /AR/ | 6.53K | $652.3K | −$32.8K | Cut−$46.6K |
| CFS Investment Advisory Services, LLC | 5.56K | $648.6K | $64.7K | Added$64.7K |
| HB Wealth Management, LLC | 6.48K | $647.8K | −$27K | Added$84.8K |
| IFP Advisors, Inc | 6.45K | $644.3K | −$32.4K | Cut−$142.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 6.42K | $642.3K | −$32.3K | Cut−$795.9K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 6.38K | $637.4K | — | New |
| Windsor Capital Management, LLC | 6.3K | $629.8K | −$31.7K | Cut−$31.7K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6.21K | $620.3K | −$27.1K | Added$55.1K |
| Physician Wealth Advisors, Inc. | 6.2K | $620K | −$29.6K | Added$1.67K |
| UHLMANN PRICE SECURITIES, LLC | 6K | $614.1K | — | New |
| EXENCIAL WEALTH ADVISORS, LLC | 6.1K | $610.2K | — | New |
| Vestmark Advisory Solutions, Inc. | 6.07K | $607.2K | — | New |
| Platform Technology Partners | 6.02K | $601.4K | — | New |
| GAMCO INVESTORS, INC. ET AL | 6K | $599.8K | −$30.2K | Cut−$30.2K |
| Clearstead Advisors, LLC | 5.98K | $598K | −$30.1K | Cut−$30K |
| Well Done, LLC | 5.94K | $593.5K | −$29.9K | Cut−$29.9K |
| OPPENHEIMER & CO INC | 5.93K | $593.2K | −$25.6K | Added$59K |
| RWA WEALTH PARTNERS, LLC | 5.87K | $586.7K | −$29.5K | Cut−$29.5K |
| PATTON ALBERTSON MILLER GROUP, LLC | 5.83K | $583.2K | −$29.3K | Cut−$45K |
| TD Waterhouse Canada Inc. | 5.77K | $582.2K | −$1.76K | Added$535.3K |
| Jaffetilchin Investment Partners, LLC | 5.82K | $582.1K | −$29.3K | Cut−$29.8K |
| Pinnacle Wealth Management Advisory Group, LLC | 5.63K | $563.2K | −$11.2K | Added$329.4K |
| IEQ CAPITAL, LLC | 5.58K | $557.8K | −$28.1K | Cut−$28.1K |
| Arkadios Wealth Advisors | 5.54K | $553.7K | −$27.1K | Cut−$11.1K |
| KCM INVESTMENT ADVISORS LLC | 5.53K | $552.4K | −$23.2K | Added$69K |
| BUCKHEAD CAPITAL MANAGEMENT LLC | 5.43K | $542.8K | −$27.3K | Cut−$27.3K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 5.42K | $542.3K | −$27.3K | Cut−$30.2K |
| SBI Securities Co., Ltd. | 5.35K | $534.6K | −$26.9K | Cut−$37.3K |
| Goodman Advisory Group, LLC | 5.34K | $534K | — | New |
| &PARTNERS | 5.24K | $523.9K | −$25.6K | Cut−$10.1K |
| BLUEDOOR PRIVATE WEALTH, LLC | 5.19K | $518.8K | −$26.1K | Cut−$26.1K |
| WealthTrust Axiom LLC | 5.07K | $506.5K | −$25.5K | Cut−$25.5K |
| HARBOUR INVESTMENTS, INC. | 4.94K | $493.5K | −$23.5K | Added$2.05K |
| MISSION WEALTH MANAGEMENT, LP | 4.93K | $492.8K | −$24.8K | Cut−$47.1K |
| Mandatum Life Insurance Co Ltd | 4.85K | $484.5K | −$24.4K | Cut−$24.4K |
| Napier Financial, LLC | 4.8K | $479.9K | — | New |
| CONTINUUM WEALTH ADVISORS, LLC | 4.77K | $476.9K | −$24K | Cut−$46K |
Who left
- Citadel$6.25M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.13M
- NewEdge Advisors, LLC$3.98M
- GeoWealth Management, LLC$1.89M
- Worth Financial Advisory Group, LLC$1.37M
- FOUNDERS FINANCIAL SECURITIES LLC$1.18M
- J.W. COLE ADVISORS, INC.$903.2K
- Renaissance Technologies$609K
- TIAA TRUST, NATIONAL ASSOCIATION$368.8K
- Signal Advisors Wealth, LLC$320.5K
- StoneX Group Inc.$311.6K
- Commonwealth Retirement Investments LLC$257.6K
- Two West Capital Advisors LLC$248.2K
- Focus Financial Network, Inc.$235.9K
- Aldebaran Financial Inc.$217.6K
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.