Stock
Reported value
$44.2B
Holders
2,017
+79 new · −104 exited
Holders’ est. mark
−$3.04B
Price effect on 249 books still in the name
Largest holder
$5.58B
ENVESTNET ASSET MANAGEMENT INC
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $36.4M
- Fidelity0.0% · $231.5M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 49.3M | $5.58B | −$443M | Added$199.3M |
| JPMORGAN CHASE & CO | 40.5M | $4.4B | −$588.6M | Cut−$620.1M |
| MORGAN STANLEY | 34.3M | $3.88B | −$341.5M | Cut−$266.8M |
| LPL Financial LLC | 20.9M | $2.36B | −$201.1M | Cut−$79.8M |
| BANK OF AMERICA CORP /DE/ | 19.8M | $2.24B | −$188.3M | Cut−$49.2M |
| WELLS FARGO & COMPANY/MN | 15.4M | $1.74B | −$152.5M | Cut−$114.7M |
| UBS Group AG | 8.58M | $970.3M | −$87.1M | Cut−$100.6M |
| AMERIPRISE FINANCIAL INC | 8.01M | $906M | −$81.4M | Cut−$142.5M |
| STIFEL FINANCIAL CORP | 7.29M | $824.7M | −$70.3M | Cut−$28.6M |
| PNC Financial Services Group, Inc. | 5.39M | $609.7M | −$54.7M | Cut−$59.7M |
| CWM, LLC | 4.78M | $540.4M | $539.5M | Added$539.8M |
| Cetera Investment Advisers | 4.75M | $537.8M | −$45.8M | Cut−$18M |
| BlackRock, Inc. | 4.53M | $512.6M | −$44.9M | Cut−$32.4M |
| GOLDMAN SACHS GROUP INC | 4.29M | $484.8M | −$43.4M | Cut−$42M |
| M&T Bank Corp | 3.91M | $442.8M | −$39.7M | Cut−$56.5M |
| RAYMOND JAMES FINANCIAL INC | 3.89M | $440.1M | −$39.5M | Cut−$96.7M |
| Lido Advisors, LLC | 3.87M | $438.2M | −$31.1M | Cut−$21.5M |
| Envestnet Portfolio Solutions, Inc. | 3.65M | $413.3M | −$37.1M | Cut−$42.6M |
| Mariner, LLC | 3.57M | $403.3M | −$36.2M | Cut−$48.5M |
| ROYAL BANK OF CANADA | 3.54M | $400.6M | −$33.6M | Cut−$11.7M |
| MML INVESTORS SERVICES, LLC | 3.34M | $377.3M | −$33.9M | Cut−$72M |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.04M | $343.5M | −$30.4M | Cut−$25.7M |
| JONES FINANCIAL COMPANIES LLLP | 2.99M | $327.9M | −$38.8M | Cut−$23.3M |
| REGIONS FINANCIAL CORP | 2.69M | $304.8M | −$27.4M | Cut−$28.6M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 2.28M | $257.5M | −$20.6M | Added$7.04M |
| SOFI WEALTH, LLC | 2.25M | $254.4M | −$21.4M | Cut−$4.95M |
| HB Wealth Management, LLC | 2.24M | $253M | −$22.7M | Cut−$39.4M |
| HighTower Advisors, LLC | 2.05M | $232M | −$20.7M | Cut−$18.9M |
| Fidelity | 2.05M | $231.5M | −$20.6M | Cut−$18.8M |
| Bank of New York Mellon Corp | 1.98M | $223.7M | −$18.1M | Added$3.4M |
| TWO SIGMA INVESTMENTS, LP | 1.97M | $222.9M | −$2.97M | Added$186.8M |
| OSAIC HOLDINGS, INC. | 1.97M | $222.4M | −$19.9M | Cut−$29M |
| Focus Partners Wealth | 1.9M | $215.4M | −$19.3M | Cut−$21.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.65M | $187M | −$16.8M | Cut−$22.1M |
| FIFTH THIRD BANCORP | 1.5M | $169.4M | −$6.57M | Added$89.6M |
| Sanctuary Advisors, LLC | 1.41M | $159.1M | −$13.7M | Cut−$7.52M |
| HUNTINGTON NATIONAL BANK | 1.37M | $155.5M | −$14M | Cut−$23.3M |
| Steward Partners Investment Advisory, LLC | 1.36M | $154.1M | −$13.6M | Cut−$11.2M |
| JB Capital LLC | 1.34M | $151.4M | −$12.7M | Cut−$3.37M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1.29M | $145.4M | −$12.9M | Cut−$11.1M |
| TRUIST FINANCIAL CORP | 1.22M | $138.4M | −$11.9M | Cut−$5.71M |
| Calamos Advisors LLC | 1.17M | $132.2M | −$433.3K | Added$126.9M |
| Rehmann Capital Advisory Group | 1.16M | $131.7M | −$12M | Cut−$6.3M |
| Calamos Wealth Management LLC | 1.13M | $127.4M | −$11.3M | Cut−$9.75M |
| MAI Capital Management | 1.11M | $125.3M | −$11.2M | Cut−$12M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1.11M | $125.1M | −$11M | Cut−$8.58M |
| LVZ, Inc. | 1.05M | $118.5M | −$10.4M | Cut−$7.18M |
| Cerity Partners LLC | 1.03M | $116.6M | −$5.26M | Added$52.7M |
| COURIER CAPITAL LLC | 963K | $108.9M | −$9.77M | Cut−$10.5M |
| Rockefeller Capital Management L.P. | 885.5K | $100.2M | −$8.49M | Cut−$2.98M |
| Baird Financial Group, Inc. | 883.8K | $100M | −$8.96M | Cut−$8.79M |
| Kestra Advisory Services, LLC | 859.4K | $97.2M | −$7.88M | Added$1.57M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 845.3K | $95.6M | −$8.58M | Cut−$15.3M |
| Advocacy Wealth Management, LLC | 828.7K | $93.7M | −$7.96M | Cut−$2.96M |
| NORTHERN TRUST CORP | 733.8K | $83M | −$7.4M | Cut−$6.83M |
| Ascent Group, LLC | 732.5K | $82.9M | −$7.13M | Cut−$3.69M |
| AE Wealth Management LLC | 714.9K | $80.9M | −$7.21M | Cut−$6.72M |
| KEYBANK NATIONAL ASSOCIATION/OH | 707.8K | $80.1M | −$7.18M | Cut−$10.7M |
| Private Advisor Group, LLC | 688.3K | $77.9M | −$6.97M | Cut−$6.8M |
| Creative Planning | 673.4K | $76.2M | −$6.63M | Cut−$4.37M |
| Modera Wealth Management, LLC | 636.4K | $72M | −$6.46M | Cut−$8.99M |
| Stegner Investment Associates Inc. | 614.3K | $69.5M | −$6.24M | Cut−$6.88M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 603.3K | $69.2M | −$5.87M | Cut−$5.33M |
| Salomon & Ludwin, LLC | 598.5K | $68.6M | −$5.43M | Cut−$7.18M |
| Modern Wealth Management, LLC | 592.9K | $67.9M | −$5.13M | Cut−$32.7M |
| BANK OF MONTREAL /CAN/ | 595.6K | $67.4M | −$6.05M | Cut−$8.39M |
| Valmark Advisers, Inc. | 593.5K | $67.1M | −$6.02M | Cut−$6.64M |
| Atria Investments, Inc | 584.2K | $66.1M | −$5.22M | Added$2.67M |
| US BANCORP \DE\ | 576.3K | $65.2M | −$5.85M | Cut−$50.5M |
| SilverOak Wealth Management LLC | 567K | $64.1M | −$5.75M | Cut−$6.17M |
| Icon Wealth Advisors, LLC | 492.9K | $63.5M | $2.42M | Added$10.2M |
| HARBOUR INVESTMENTS, INC. | 532.8K | $60.3M | −$949.7K | Added$48.7M |
| Allworth Financial LP | 516.6K | $58.4M | −$5.24M | Cut−$6.07M |
| CreativeOne Wealth, LLC | 508.5K | $57.5M | −$4.77M | Cut−$395.3K |
| MIDLAND WEALTH ADVISORS, LLC | 502.8K | $56.9M | −$5.1M | Cut−$20.8M |
| North Star Investment Management Corp. | 501.6K | $56.7M | −$5.09M | Cut−$7.18M |
| Probity Advisors, Inc. | 501.1K | $56.7M | −$4.94M | Cut−$3.26M |
| Arkadios Wealth Advisors | 496.2K | $56.1M | −$3.79M | Added$10.1M |
| CAPTRUST FINANCIAL ADVISORS | 489.3K | $55.3M | −$4.87M | Cut−$3.75M |
| SCS Capital Management LLC | 471.8K | $53.4M | −$4.79M | Cut−$4.87M |
| Triad Wealth Partners, LLC | 470.2K | $53.2M | −$2.74M | Added$19.9M |
| West Wealth Group, LLC | 469.1K | $53.1M | −$4.46M | Cut−$1.12M |
| &PARTNERS | 436.5K | $49.3M | −$4.47M | Cut−$3.94M |
| MGO ONE SEVEN LLC | 434.2K | $49.1M | −$3.83M | Added$2.57M |
| Sigma Planning Corp | 432.3K | $48.9M | −$4.39M | Cut−$4.59M |
| PRINCIPAL SECURITIES, INC. | 422.1K | $47.7M | −$4.28M | Cut−$5.84M |
| CHOREO, LLC | 410.2K | $46.4M | −$4.53M | Cut−$5.75M |
| OneDigital Investment Advisors LLC | 391.1K | $44.2M | −$3.87M | Cut−$2.77M |
| MA Private Wealth | 390.3K | $44.2M | −$3.79M | Cut−$1.9M |
| Stratos Wealth Partners, LTD. | 388.5K | $43.9M | −$3.94M | Cut−$6.96M |
| ENCOMPASS WEALTH ADVISORS, LLC | 372.2K | $42.1M | −$3.78M | Cut−$3.99M |
| Sharkey, Howes & Javer | 370.8K | $41.9M | −$3.58M | Cut−$1.52M |
| Clearstead Advisors, LLC | 369.6K | $41.8M | −$3.75M | Cut−$3.71M |
| Dynasty Wealth Management, LLC | 361.2K | $40.9M | −$3.4M | Cut−$393.5K |
| FINANCIAL LIFE ADVISORS | 361K | $40.8M | −$3.61M | Cut−$3M |
| Lee Financial Co | 354.5K | $40.1M | −$3.6M | Cut−$4.44M |
| Connecticut Wealth Management, LLC | 353.9K | $40M | −$3.59M | Cut−$7.45M |
| Pathstone Holdings, LLC | 353K | $39.9M | −$3.22M | Added$775.5K |
| Calydon Capital | 352.5K | $39.9M | −$3.58M | Cut−$3.55M |
| MERCER GLOBAL ADVISORS INC /ADV | 350.4K | $39.6M | −$3.56M | Cut−$11.8M |
| Beacon Pointe Advisors, LLC | 348.3K | $39.4M | −$3.07M | Added$2.09M |
| CGC Financial Services, LLC | 347.3K | $39.3M | −$3.43M | Cut−$2.42M |
| IFP Advisors, Inc | 343.2K | $38.8M | −$3.48M | Cut−$18.9M |
| CITIGROUP INC | 341.8K | $38.7M | −$3.32M | Cut−$1.62M |
| Foundation Wealth Management, LLC | 338.2K | $38.2M | −$3.45M | Cut−$3.25M |
| Farther Finance Advisors, LLC | 332.6K | $38.1M | −$2.88M | Cut−$9.53M |
| LMG Wealth Partners, LLC | 331.8K | $37.5M | −$3.37M | Cut−$3.75M |
| Praetorian Wealth Management, Inc. | 314.7K | $37.5M | −$1.3M | Cut−$1.67M |
| Corient Private Wealth LLC | 346.3K | $37.4M | −$5.31M | Cut−$5.09M |
| Busey Bank | 329.6K | $37.3M | −$3.35M | Cut−$4M |
| 1834 INVESTMENT ADVISORS CO | 325.8K | $36.9M | −$3.31M | Cut−$6.28M |
| Gladstone Institutional Advisory LLC | 323K | $36.5M | −$2.74M | Added$3.29M |
| Icahn Capital | 335K | $36.4M | −$4.01M | Added$2.44M |
| Brookstone Capital Management | 312.4K | $35.3M | −$2.41M | Added$6.1M |
| GREENLEAF TRUST | 308.1K | $34.9M | −$3.13M | Cut−$4.2M |
| ShoreHaven Wealth Partners, LLC | 305.3K | $34.5M | −$2.67M | Added$2.13M |
| BOKF, NA | 303.7K | $34.4M | −$3.08M | Cut−$13.4M |
| Horst & Graben Wealth Management LLC | 262.4K | $34.2M | $1.79M | Added$3.14M |
| Equitable Holdings, Inc. | 275.8K | $33.9M | −$48.6K | Cut−$29.4K |
| Stone House Investment Management, LLC | 296.8K | $33.6M | −$2.86M | Cut−$1.14M |
| AMARILLO NATIONAL BANK | 294K | $33.3M | −$2.98M | Cut−$4.37M |
| Powell Investment Advisors, LLC | 290.1K | $32.8M | −$2.94M | Cut−$2.93M |
| SAGESPRING WEALTH PARTNERS, LLC | 288.5K | $32.6M | −$2.93M | Cut−$5.56M |
| INTEGRITY ALLIANCE, LLC. | 288.4K | $32.6M | −$2.71M | Cut−$283.5K |
| Orion Porfolio Solutions, LLC | 283.3K | $32M | −$2.88M | Cut−$7M |
| Sterling Investment Counsel, LLC | 283.2K | $32M | −$2.87M | Cut−$3.7M |
| EWA, LLC | 281.2K | $31.8M | −$2.67M | Cut−$574.7K |
| Concurrent Investment Advisors, LLC | 280K | $31.7M | −$2.84M | Cut−$24.1M |
| AlphaCore Capital LLC | 279.7K | $31.6M | −$2.84M | Cut−$5.29M |
| Laird Norton Wetherby Trust Company, LLC | 275.9K | $31.2M | −$2.8M | Cut−$2.8M |
| Meridian Wealth Partners, LLC | 272.5K | $30.8M | −$2.63M | Cut−$1.16M |
| Silicon Valley Capital Partners | 271.7K | $30.7M | −$2.76M | Cut−$2.98M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 270.7K | $30.6M | −$2.54M | Cut−$261.4K |
| MV CAPITAL MANAGEMENT, INC. | 266.3K | $30.1M | −$2.7M | Cut−$5.8M |
| LIBERTY WEALTH MANAGEMENT LLC | 266.2K | $30.1M | −$2.62M | Cut−$1.89M |
| BOK Financial Private Wealth, Inc. | 265.8K | $30.1M | −$2.7M | Cut−$3.59M |
| SteelPeak Wealth, LLC | 265.7K | $30M | −$2.7M | Cut−$4.53M |
| EQ LLC | 265.3K | $30M | −$2.45M | Added$311.7K |
| IEQ CAPITAL, LLC | 264.4K | $29.9M | −$2.65M | Cut−$2.28M |
| Wilmington Savings Fund Society, FSB | 263.8K | $29.8M | −$2.68M | Cut−$2.66M |
| Pettinga Financial Advisors LLC | 262.2K | $29.7M | −$2.6M | Cut−$1.88M |
| Forvis Mazars Wealth Advisors, LLC | 262K | $29.6M | −$2.66M | Cut−$3.15M |
| World Investment Advisors | 257.4K | $29.1M | −$2.61M | Cut−$36.3M |
| FIRST MERCHANTS CORP | 255.6K | $28.9M | −$2.59M | Cut−$3.29M |
| PINKERTON WEALTH, LLC | 234.3K | $28.9M | −$4 | Added$2.36M |
| Quantinno Capital Management LP | 251.4K | $28.4M | −$2.33M | Added$121.1K |
| KWMG, LLC | 250.8K | $28.4M | −$2.48M | Cut−$1.72M |
| Integrated Wealth Concepts LLC | 250K | $28.3M | −$1.94M | Added$4.75M |
| Detalus Advisors, LLC | 248.9K | $28.2M | −$2.4M | Cut−$980.2K |
| Security Financial Services, INC. | 248.8K | $28.1M | −$2.42M | Cut−$1.3M |
| Vise Technologies, Inc. | 227K | $28M | $0 | Held |
| Alvarez & Marsal Private Wealth Partners, LLC | 247.3K | $28M | −$2.51M | Cut−$2.51M |
| ADG Wealth Management Group, LLC | 245.6K | $27.8M | −$2.44M | Cut−$1.86M |
| Merit Financial Group, LLC | 240.4K | $27.2M | −$2.4M | Cut−$1.99M |
| CAHILL FINANCIAL ADVISORS INC | 239.1K | $27M | −$2.43M | Cut−$2.85M |
| Western Wealth Management, LLC | 235.4K | $26.6M | −$2.2M | Cut−$109.7K |
| Stokes Family Office, LLC | 233.4K | $26.4M | −$2.37M | Cut−$5.3M |
| Avior Wealth Management, LLC | 230.8K | $26.1M | −$2.25M | Cut−$1.21M |
| Csenge Advisory Group | 230.1K | $26M | −$2.34M | Cut−$2.88M |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 227.6K | $25.7M | −$2.31M | Cut−$2.64M |
| hemming& Wealth Management, Inc. | 226.6K | $25.6M | −$1.86M | Added$3M |
| One Wealth Advisors, LLC | 226.4K | $25.6M | −$2.2M | Cut−$1.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 226.4K | $25.6M | −$2.3M | Cut−$3.69M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 198.7K | $25.6M | $498K | Added$9.98M |
| Apollon Wealth Management, LLC | 225.6K | $25.5M | −$2.29M | Cut−$8.49M |
| TD PRIVATE CLIENT WEALTH LLC | 225.2K | $25.5M | −$2.29M | Cut−$2.78M |
| PAX Financial Group, LLC | 224.5K | $25.4M | −$2.1M | Cut−$97.5K |
| Saiph Capital, LLC | 222.8K | $25.2M | −$2.23M | Cut−$1.87M |
| FIRST HAWAIIAN BANK | 221.9K | $25.1M | −$2.25M | Cut−$5.88M |
| Financial Engines Advisors L.L.C. | 220.7K | $25M | −$2.24M | Cut−$2.36M |
| WEALTH ALLIANCE, LLC | 217.9K | $24.6M | −$2.21M | Cut−$3.93M |
| SWMG, LLC | 215.9K | $24.4M | −$1.61M | Added$298.9K |
| Per Stirling Capital Management, LLC. | 212.3K | $24M | −$2.15M | Cut−$2.2M |
| Physician Wealth Advisors, Inc. | 211.4K | $23.9M | −$2.01M | Cut−$460.9K |
| Spire Wealth Management | 209.7K | $23.7M | −$2.09M | Cut−$1.6M |
| Ameritas Investment Partners, Inc. | 208.7K | $23.6M | −$2.06M | Cut−$1.44M |
| CITIZENS FINANCIAL GROUP INC/RI | 207.5K | $23.5M | −$2.11M | Cut−$3.2M |
| Trek Financial, LLC | 206.6K | $23.4M | −$1.87M | Added$607.2K |
| Waverly Advisors, LLC | 203K | $23M | −$2.06M | Cut−$37.2M |
| Keystone Financial Services | 201.7K | $22.8M | −$1.88M | Cut−$4.48K |
| Ashton Thomas Private Wealth, LLC | 198.5K | $22.5M | −$1.99M | Cut−$1.7M |
| JOHNSON INVESTMENT COUNSEL INC | 198.3K | $22.4M | −$1.91M | Cut−$714.8K |
| MCMORGAN & CO LLC | 196.3K | $22.2M | −$1.97M | Cut−$1.74M |
| GHP Investment Advisors, Inc. | 196.1K | $22.2M | −$1.99M | Cut−$2.42M |
| Callan Family Office, LLC | 194.7K | $22M | −$1.98M | Cut−$2.47M |
| MJT & Associates Financial Advisory Group, Inc. | 190.2K | $21.5M | −$1.92M | Cut−$1.77M |
| CFS Investment Advisory Services, LLC | 167.6K | $21.5M | $848.2K | Added$244.8K |
| Kelly Financial Services LLC | 190.6K | $21.5M | −$1.92M | Cut−$1.05M |
| Cullen/Frost Bankers, Inc. | 189.9K | $21.5M | −$1.92M | Cut−$1.82M |
| INSTRUMENTAL WEALTH, LLC | 188.2K | $21.3M | −$1.4M | Cut−$1.01M |
| Guidance Point Advisors, LLC | 187.3K | $21.2M | −$1.9M | Cut−$2M |
| Avantax Planning Partners, Inc. | 187.3K | $21.2M | −$1.89M | Cut−$1.75M |
| Frontier Asset Management, LLC | 183.8K | $20.8M | −$636K | Added$13.1M |
| Prime Capital Investment Advisors, LLC | 183.5K | $20.8M | −$910.1K | Added$9.71M |
| Sunbelt Securities, Inc. | 183.4K | $20.7M | −$1.85M | Cut−$1.67M |
| SEI INVESTMENTS CO | 182.3K | $20.6M | −$1.85M | Cut−$2.13M |
| Sequoia Financial Advisors, LLC | 182K | $20.6M | −$1.85M | Cut−$2.82M |
| Adaptive Financial Consulting, LLC | 180.8K | $20.4M | −$1.78M | Cut−$1.2M |
| First Heartland Consultants, Inc. | 179.7K | $20.3M | −$1.82M | Cut−$5.21M |
| BNP PARIBAS FINANCIAL MARKETS | 178.6K | $20.2M | −$1.23M | Added$5.31M |
| Scissortail Wealth Management, LLC | 176.2K | $19.9M | −$1.79M | Cut−$3.81M |
| Elevated Financial Group LLC | 175K | $19.8M | −$1.65M | Cut−$298K |
| Gateway Wealth Partners, LLC | 174.7K | $19.8M | −$581.6K | Added$12.7M |
| Kilter Group LLC | 173.4K | $19.6M | −$1.58M | Added$450.6K |
| Ifrah Financial Services, Inc. | 169K | $19.1M | −$1.71M | Cut−$2.04M |
| Regal Investment Advisors LLC | 168.9K | $19.1M | −$1.58M | Cut−$83.8K |
| EP Wealth Advisors, LLC | 168.1K | $19M | −$1.67M | Cut−$1.23M |
| ONE Advisory Partners, LLC | 168K | $19M | −$1.66M | Cut−$1.2M |
| Savant Capital, LLC | 167.2K | $18.9M | −$1.3M | Added$3.08M |
| PATTON ALBERTSON MILLER GROUP, LLC | 167K | $18.9M | −$1.64M | Cut−$1.02M |
| UMB Bank, n.a. | 166.6K | $18.8M | −$1.69M | Cut−$3.17M |
| COMMERCE BANK | 164.9K | $18.7M | −$564.2K | Added$11.8M |
| Mesirow Financial Investment Management, Inc. | 162.3K | $18.4M | −$1.6M | Cut−$1.07M |
| Legacy Financial Group LLC | 161.8K | $18.3M | −$1.05M | Added$142.5K |
| Rothschild Wealth LLC | 159K | $18M | −$1.48M | Added$27.8K |
| Advisory Services Network, LLC | 158.9K | $18M | −$1.54M | Cut−$778.7K |
| Cresset Asset Management, LLC | 158.7K | $17.9M | −$1.61M | Cut−$2.98M |
| BARRETT & COMPANY, INC. | 156.9K | $17.7M | −$1.59M | Cut−$1.69M |
| DT Investment Partners, LLC | 156.1K | $17.7M | −$1.58M | Cut−$1.57M |
| WealthShield Partners, LLC | 154.9K | $17.5M | −$1.49M | Cut−$623.2K |
| Acropolis Investment Management, LLC | 154K | $17.4M | −$1.56M | Cut−$1.8M |
| Fifth Third Securities, Inc. | 153.4K | $17.3M | −$1.39M | Added$522.6K |
| Independent Solutions Wealth Management, LLC | 153.3K | $17.3M | −$1.52M | Cut−$1.14M |
| Prosperity Consulting Group, LLC | 153.1K | $17.3M | −$1.55M | Cut−$1.6M |
| ASSETMARK, INC | 151.9K | $17.2M | −$1.43M | Cut−$157.1K |
| Sovran Advisors, LLC | 132.3K | $17.2M | $736.7K | Added$1.97M |
| TRUST POINT INC. | 151.8K | $17.2M | −$1.54M | Cut−$1.54M |
| Sterling Financial Planning, Inc. | 148.7K | $16.8M | −$1.48M | Cut−$1.16M |
| Blue Trust, Inc. | 148.3K | $16.8M | −$1.47M | Cut−$1.03M |
| McNaughton Wealth Management, LLC | 147.7K | $16.7M | −$1.46M | Cut−$961.5K |
| Focus Financial Network, Inc. | 147.2K | $16.7M | −$1.49M | Cut−$3.64M |
| Scarborough Advisors, LLC | 146.6K | $16.6M | — | New |
| Ironwood Financial, llc | 146.1K | $16.5M | −$1.75M | Cut−$2.05M |
| BLAIR WILLIAM & CO/IL | 145.2K | $16.4M | −$1.47M | Cut−$1.97M |
| Cypress Wealth Services, LLC | 144.1K | $16.3M | −$1.44M | Cut−$1.14M |
| Rodgers & Associates, LTD | 143.7K | $16.3M | −$1.46M | Cut−$1.87M |
| Royal Fund Management, LLC | 143.4K | $16.2M | −$1.45M | Cut−$1.4M |
| Lansing Street Advisors | 143.2K | $16.2M | −$1.45M | Cut−$1.39M |
| Marks Group Wealth Management, Inc | 141.7K | $16M | −$278K | Added$12.7M |
| JFS WEALTH ADVISORS, LLC | 141.5K | $16M | −$1.41M | Cut−$1.09M |
| Snowden Capital Advisors LLC | 139.9K | $15.8M | −$1.42M | Cut−$3.33M |
| Mutual Advisors, LLC | 139.5K | $15.8M | −$1.38M | Cut−$1.03M |
| Carbahal Olsen Financial Services Group, LLC | 137.9K | $15.6M | −$1.4M | Cut−$1.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 136.3K | $15.4M | −$340.1K | Added$11.3M |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 135.9K | $15.4M | −$1.38M | Cut−$3.89M |
| Argent Trust Co | 133.1K | $15.1M | −$1.32M | Cut−$990.8K |
| Planned Solutions, Inc. | 131.5K | $14.9M | −$1.3M | Cut−$878.4K |
| Carl P. Sherr & Co., LLC | 130.5K | $14.8M | −$1.41M | Cut−$1.4M |
| Independent Advisor Alliance | 130K | $14.7M | −$67K | Added$13.9M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 128.3K | $14.5M | −$1.3M | Cut−$1.35M |
Who left
- FIL Ltd$363.6M
- NewEdge Advisors, LLC$215.6M
- J.W. COLE ADVISORS, INC.$33.5M
- BARINGS LLC$33.2M
- Gallagher Capital Advisors, LLC$19.8M
- TABR Capital Management, LLC$19.2M
- IFG Advisory, LLC$10.8M
- HSBC HOLDINGS PLC$10.3M
- Diversify Advisory Services, LLC$7.57M
- SeaBridge Investment Advisors LLC$7.29M
- WATERS PARKERSON & CO., LLC$5.52M
- Heck Capital Advisors, LLC$4.67M
- Financiere des Professionnels - Fonds d'investissement inc.$3.65M
- Financial & Tax Architects, LLC$3.33M
- Invesco Ltd.$2.95M
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.