Stock
Reported value
$37.7B
Holders
1,687
+88 new · −64 exited
Holders’ est. mark
$346.4M
Price effect on 246 books still in the name
Largest holder
$5.86B
ENVESTNET ASSET MANAGEMENT INC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $172.8M
- Icahn Capital0.0% · $10.5M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 27.7M | $5.86B | −$25.5M | Cut−$166.3M |
| JPMORGAN CHASE & CO | 17.2M | $3.57B | −$76.3M | Cut−$408.4M |
| MORGAN STANLEY | 14.9M | $3.15B | −$13.7M | Cut−$89M |
| LPL Financial LLC | 10.5M | $2.22B | −$9.66M | Cut−$117.4M |
| BANK OF AMERICA CORP /DE/ | 9.46M | $2B | −$8.53M | Added$30M |
| WELLS FARGO & COMPANY/MN | 6.21M | $1.31B | −$5.72M | Cut−$16.5M |
| UBS Group AG | 3.64M | $769.3M | −$3.25M | Added$19.7M |
| Cetera Investment Advisers | 3.3M | $695.8M | −$3.03M | Cut−$27.4M |
| STIFEL FINANCIAL CORP | 3.26M | $688.6M | −$2.99M | Cut−$786.9K |
| AMERIPRISE FINANCIAL INC | 3.01M | $638M | −$278.2K | Cut−$15.3M |
| BlackRock, Inc. | 2.59M | $547.7M | −$2.39M | Cut−$75.4M |
| CWM, LLC | 2.57M | $542M | $541.5M | Added$541.5M |
| PNC Financial Services Group, Inc. | 2.27M | $479.5M | −$2.09M | Cut−$17.5M |
| Envestnet Portfolio Solutions, Inc. | 2.15M | $453.7M | −$1.98M | Cut−$85M |
| Lido Advisors, LLC | 1.94M | $410.5M | $6.55M | Added$23.7M |
| MML INVESTORS SERVICES, LLC | 1.72M | $363.4M | −$1.58M | Cut−$82.7M |
| RAYMOND JAMES FINANCIAL INC | 1.62M | $342.3M | −$1.49M | Cut−$49.1M |
| GOLDMAN SACHS GROUP INC | 1.42M | $299M | −$1.3M | Cut−$64.6M |
| ROYAL BANK OF CANADA | 1.4M | $294.9M | −$1.24M | Added$9.08M |
| Focus Partners Wealth | 1.23M | $259.6M | −$1.11M | Cut−$245K |
| Cassaday & Co Wealth Management LLC | 1.2M | $252.9M | −$1.06M | Added$8.27M |
| Bank of New York Mellon Corp | 1.14M | $240.3M | −$1.05M | Cut−$9.56M |
| Mariner, LLC | 1.13M | $237.8M | −$1.13M | Cut−$14.8M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 1.11M | $234.7M | −$921.5K | Added$22.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.04M | $219.4M | −$956.2K | Cut−$10.6M |
| MAI Capital Management | 1.01M | $212.8M | −$927.2K | Cut−$3.05M |
| SOFI WEALTH, LLC | 980K | $206.9M | −$897.6K | Added$18.8K |
| OneDigital Investment Advisors LLC | 965.6K | $203.9M | −$888.4K | Cut−$6.04M |
| Sanctuary Advisors, LLC | 902.1K | $190.5M | −$829.9K | Cut−$14.3M |
| Fidelity | 818.4K | $172.8M | −$752.8K | Cut−$1.1M |
| JB Capital LLC | 808.5K | $170.7M | −$743.8K | Cut−$24.4M |
| M&T Bank Corp | 786.1K | $166M | −$732.2K | Cut−$7.75M |
| Rehmann Capital Advisory Group | 716.7K | $151.3M | −$1.14M | Added$5.66M |
| OSAIC HOLDINGS, INC. | 686.6K | $145.1M | −$618K | Cut−$12.3M |
| HighTower Advisors, LLC | 663.7K | $140.1M | −$600.4K | Added$268.5K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 660.6K | $139.5M | −$559.3K | Cut−$15.6M |
| Calamos Advisors LLC | 619.1K | $130.7M | −$21.2K | Added$125.8M |
| Calamos Wealth Management LLC | 596.4K | $125.9M | −$538.4K | Added$1.78M |
| JONES FINANCIAL COMPANIES LLLP | 585.7K | $121.6M | −$2.14M | Added$19.1M |
| LVZ, Inc. | 572.7K | $120.9M | −$526.9K | Cut−$4.64M |
| TRUIST FINANCIAL CORP | 559.3K | $118.1M | −$514.6K | Cut−$7.06M |
| FIFTH THIRD BANCORP | 557.4K | $117.7M | −$220.2K | Added$67M |
| Kestra Investment Management, LLC | 520.4K | $109.9M | −$243.8K | Added$53.7M |
| Cerity Partners LLC | 517.5K | $109.3M | −$178.7K | Added$68.2M |
| HUNTINGTON NATIONAL BANK | 514.2K | $108.6M | −$473.1K | Cut−$5.33M |
| Advocacy Wealth Management, LLC | 510.6K | $107.8M | −$469.7K | Cut−$3.58M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 439K | $92.7M | — | New |
| Rockefeller Capital Management L.P. | 426.4K | $90M | −$376.7K | Added$3.2M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 418.1K | $88.3M | −$384.8K | Cut−$7.71M |
| Ascent Group, LLC | 398.5K | $84.2M | −$366.8K | Cut−$6.34M |
| Kestra Advisory Services, LLC | 386.5K | $81.6M | −$322.7K | Added$7.23M |
| HOME FEDERAL BANK OF TENNESSEE | 385.3K | $81.4M | −$354.4K | Cut−$2.02M |
| AE Wealth Management LLC | 371.9K | $78.5M | −$341.9K | Cut−$2.7M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 370.6K | $78.3M | −$334.9K | Added$1.1M |
| LPWM LLC | 331.9K | $70.1M | −$303.1K | Added$223.3K |
| Atria Investments, Inc | 309.6K | $65.4M | −$284.7K | Cut−$3.36M |
| Private Advisor Group, LLC | 303K | $64M | −$278.6K | Cut−$6.23M |
| CreativeOne Wealth, LLC | 298K | $62.9M | −$274.2K | Cut−$2.6M |
| Probity Advisors, Inc. | 297.2K | $62.7M | −$269.3K | Added$683.2K |
| COURIER CAPITAL LLC | 295.2K | $62.3M | −$271.3K | Cut−$252.5K |
| BANK OF MONTREAL /CAN/ | 292.1K | $61.7M | −$268.7K | Cut−$1.25M |
| Equitable Holdings, Inc. | 288.3K | $61.1M | −$263 | Cut−$1.42M |
| Icon Wealth Advisors, LLC | 275.4K | $60.8M | $2.43M | Added$264.1K |
| Modern Wealth Management, LLC | 286.4K | $60.6M | −$148.8K | Added$6.17M |
| Valmark Advisers, Inc. | 283.3K | $59.8M | −$260.7K | Cut−$757K |
| HARBOUR INVESTMENTS, INC. | 282.6K | $59.7M | −$37.4K | Added$51M |
| Composition Wealth, LLC | 277.1K | $58.5M | −$255K | Cut−$11.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 275.6K | $58.2M | −$253.4K | Cut−$3.36M |
| AMARILLO NATIONAL BANK | 265.5K | $56.1M | −$237.8K | Added$1.25M |
| Triad Wealth Partners, LLC | 260.3K | $55M | −$183.3K | Added$12.7M |
| Baird Financial Group, Inc. | 255.6K | $54M | −$235.2K | Cut−$8.47M |
| EVOKE WEALTH, LLC | 247.7K | $52.3M | −$225.8K | Added$283.9K |
| West Wealth Group, LLC | 245.3K | $51.8M | −$197.3K | Added$6.32M |
| Strategic Point Investment Advisors, LLC | 245K | $51.7M | −$222.5K | Added$471.3K |
| REGIONS FINANCIAL CORP | 239.8K | $50.6M | −$215.4K | Added$981.9K |
| World Investment Advisors | 238.6K | $50.4M | −$219.6K | Cut−$540.7K |
| BARCLAYS PLC | 230.6K | $48.7M | −$212.1K | Cut−$7.72M |
| Financial Engines Advisors L.L.C. | 227.9K | $48.1M | −$209.7K | Cut−$949.8K |
| Waverly Advisors, LLC | 217.7K | $46M | −$190.8K | Added$2.02M |
| Baker Avenue Asset Management, LP | 217.7K | $46M | −$196.5K | Added$660.5K |
| MGO ONE SEVEN LLC | 217.3K | $45.9M | −$199K | Cut−$11.1K |
| GREENUP STREET WEALTH MANAGEMENT LLC | 209.3K | $44.2M | −$184.4K | Added$1.7M |
| Perigon Wealth Management, LLC | 200.3K | $42.3M | −$184.2K | Cut−$2.08M |
| &PARTNERS | 200.1K | $42.3M | −$347.3K | Added$3.13M |
| SMITH, MOORE & CO. | 198.9K | $42M | −$183K | Cut−$434.7K |
| US BANCORP \DE\ | 196.5K | $41.5M | −$179.7K | Cut−$57.5M |
| Mesirow Financial Investment Management, Inc. | 194.3K | $41M | −$84.8K | Added$21.5M |
| North Star Investment Management Corp. | 194K | $41M | −$171.9K | Added$1.35M |
| KEYBANK NATIONAL ASSOCIATION/OH | 193.5K | $40.8M | −$178K | Cut−$2.07M |
| Sharkey, Howes & Javer | 187.7K | $39.6M | −$172.6K | Cut−$3.85M |
| NORTHERN TRUST CORP | 187.1K | $39.5M | −$172.2K | Cut−$822.8K |
| Salomon & Ludwin, LLC | 186K | $39.4M | −$518.9K | Cut−$1.36M |
| Creative Planning | 183.9K | $38.8M | −$147.7K | Added$4.8M |
| Foundation Wealth Management, LLC | 182.2K | $38.5M | −$236.8K | Cut−$99.2K |
| Stone House Investment Management, LLC | 177.2K | $37.4M | −$163.1K | Cut−$4.79M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 181.1K | $36.8M | −$1.31M | Added$15.4M |
| ENCOMPASS WEALTH ADVISORS, LLC | 171.7K | $36.3M | −$157.9K | Cut−$301.3K |
| FINANCIAL LIFE ADVISORS | 167K | $35.3M | −$152.7K | Added$10.1K |
| SteelPeak Wealth, LLC | 165.9K | $35M | −$152.5K | Cut−$8.46M |
| Beacon Pointe Advisors, LLC | 164.9K | $34.8M | −$134.5K | Added$3.82M |
| Horst & Graben Wealth Management LLC | 155.1K | $34.1M | $1.17M | Added$2.29M |
| INTEGRITY ALLIANCE, LLC. | 161.2K | $34M | −$140K | Added$1.75M |
| McKinley Carter Wealth Services, Inc. | 160.3K | $33.8M | −$113.2K | Added$7.78M |
| Farther Finance Advisors, LLC | 158K | $33.4M | −$91.6K | Cut−$4.14M |
| Powell Investment Advisors, LLC | 158K | $33.4M | −$143.1K | Added$366.6K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 156.3K | $33M | −$143.9K | Cut−$14.5M |
| GREENLEAF TRUST | 156K | $32.9M | −$143.5K | Cut−$1.23M |
| NorthRock Partners, LLC | 155.8K | $32.9M | −$143.4K | Cut−$1.76M |
| Orion Porfolio Solutions, LLC | 155.8K | $32.9M | −$143.4K | Cut−$6.23M |
| EWA, LLC | 155.6K | $32.9M | −$143.1K | Cut−$2.26M |
| IFP Advisors, Inc | 152.7K | $32.3M | −$81.8K | Added$13.4M |
| Berkshire Money Management, Inc. | 150.9K | $31.9M | −$138.9K | Cut−$447.7K |
| Stratos Wealth Partners, LTD. | 150.2K | $31.7M | −$138.1K | Cut−$496.9K |
| CONDOR CAPITAL MANAGEMENT | 149.6K | $31.6M | −$137.4K | Cut−$61.8K |
| WEALTH ALLIANCE, LLC | 149K | $31.5M | −$137.2K | Cut−$3.59M |
| Pettinga Financial Advisors LLC | 148.5K | $31.4M | −$136.6K | Cut−$2.56M |
| PAX Financial Group, LLC | 144.9K | $30.6M | −$129K | Added$850.7K |
| Brookstone Capital Management | 140K | $29.6M | −$128.6K | Cut−$830.4K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 138.9K | $29.3M | −$128K | Cut−$8.16M |
| TD Waterhouse Canada Inc. | 135.9K | $28.6M | −$167.5K | Cut−$6.45M |
| Physician Wealth Advisors, Inc. | 135.2K | $28.5M | −$124.3K | Cut−$1.64M |
| 1834 INVESTMENT ADVISORS CO | 135.2K | $28.5M | −$124.4K | Cut−$807K |
| Vestmark Advisory Solutions, Inc. | 134.8K | $28.5M | −$117.8K | Added$1.21M |
| Security Financial Services, INC. | 133.7K | $28.2M | −$123K | Cut−$2.25M |
| Praetorian Wealth Management, Inc. | 128.4K | $27.8M | $537.9K | Added$306.8K |
| JFS WEALTH ADVISORS, LLC | 130.7K | $27.6M | −$112.9K | Added$1.59M |
| CAPTRUST FINANCIAL ADVISORS | 130.7K | $27.6M | −$119.4K | Added$134.9K |
| One Wealth Advisors, LLC | 130.6K | $27.6M | −$120.1K | Cut−$729.8K |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 129.8K | $27.4M | −$119.5K | Cut−$247.2K |
| LIBERTY WEALTH MANAGEMENT LLC | 128.8K | $27.2M | −$56.8K | Added$4.26M |
| PRINCIPAL SECURITIES, INC. | 127.9K | $27M | −$117.6K | Cut−$3.1M |
| Corient Private Wealth LLC | 125.8K | $26.5M | −$182.3K | Added$426.2K |
| Rothschild Wealth LLC | 125.4K | $26.5M | −$107.5K | Added$1.72M |
| KWMG, LLC | 123.8K | $26.1M | −$110.1K | Added$750.1K |
| Keystone Financial Services | 122.9K | $25.9M | −$92.7K | Added$4.54M |
| DDFG, Inc | 122.7K | $25.9M | −$110.8K | Added$329.4K |
| Spire Wealth Management | 121.4K | $25.6M | −$111.6K | Cut−$833.9K |
| Stokes Family Office, LLC | 121.2K | $25.6M | −$111.7K | Cut−$7.19M |
| Thoma Capital Management LLC | 120.9K | $25.5M | −$101.3K | Added$2.18M |
| Trek Financial, LLC | 119.9K | $25.3M | −$110.3K | Cut−$127.5K |
| Concurrent Investment Advisors, LLC | 119K | $25.1M | −$104.5K | Added$1.03M |
| Kelly Financial Services LLC | 119.1K | $25.1M | −$190.6K | Cut−$2.27M |
| Pathstone Holdings, LLC | 116.1K | $24.5M | −$105.1K | Added$268.6K |
| CITIGROUP INC | 115.9K | $24.5M | −$97K | Added$2.11M |
| Summit Financial, LLC | 114.6K | $24.2M | −$99.9K | Added$1.14M |
| Callan Family Office, LLC | 114.3K | $24.1M | −$105.2K | Cut−$717K |
| Clearstead Advisors, LLC | 113.4K | $24M | −$104.3K | Cut−$200.8K |
| Ashton Thomas Private Wealth, LLC | 112.8K | $23.8M | −$88.4K | Added$3.41M |
| MERCER GLOBAL ADVISORS INC /ADV | 112.1K | $23.7M | $4.1M | Cut−$2.96M |
| Scissortail Wealth Management, LLC | 111K | $23.4M | −$61.1K | Added$9.38M |
| Sigma Planning Corp | 107.9K | $22.8M | −$97.6K | Added$305.1K |
| CoreCap Advisors, LLC | 106.5K | $22.5M | −$69.6K | Added$6.41M |
| PLANNING DIRECTIONS INC | 106K | $22.4M | — | New |
| Per Stirling Capital Management, LLC. | 105.5K | $22.3M | −$97.2K | Cut−$289.5K |
| Lutz Financial Services LLC | 105.5K | $22.3M | −$97.2K | Cut−$412.9K |
| Detalus Advisors, LLC | 104.3K | $22M | −$95.8K | Cut−$2.26M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 99.6K | $22M | $317.7K | Added$5.37M |
| CAHILL FINANCIAL ADVISORS INC | 103.9K | $21.9M | −$95.6K | Cut−$247.4K |
| Advisory Services Network, LLC | 103.7K | $21.9M | −$83.4K | Added$2.68M |
| WealthPlan Investment Management, LLC | 102.9K | $21.7M | −$91.3K | Added$656.8K |
| Merit Financial Group, LLC | 101.4K | $21.4M | −$93.3K | Cut−$483.9K |
| Steward Partners Investment Advisory, LLC | 101.3K | $21.4M | −$93.2K | Cut−$9.67M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 101.1K | $21.3M | −$88.5K | Added$946.8K |
| SilverOak Wealth Management LLC | 99.9K | $21.1M | −$91.7K | Cut−$42.5K |
| Sovran Advisors, LLC | 94.1K | $21M | $552.3K | Added$657K |
| SWMG, LLC | 99.5K | $21M | −$1.09M | Cut−$3.21M |
| Gateway Wealth Partners, LLC | 98.1K | $20.7M | −$34.8K | Added$12.7M |
| Blue Trust, Inc. | 97.7K | $20.6M | −$90K | Cut−$2.62M |
| MV CAPITAL MANAGEMENT, INC. | 97.7K | $20.6M | −$89.8K | Cut−$1.51M |
| CHOREO, LLC | 97.6K | $20.6M | −$235.1K | Cut−$988.1K |
| Ironwood Financial, llc | 96.9K | $20.5M | −$589K | Cut−$816.4K |
| Signature Wealth Management Partners, LLC | 96.8K | $20.4M | −$89.3K | Cut−$132.5K |
| Legacy Financial Group LLC | 96.8K | $20.4M | −$956.2K | Cut−$2.65M |
| GHP Investment Advisors, Inc. | 96K | $20.3M | −$88.4K | Cut−$249.3K |
| ADG Wealth Management Group, LLC | 95.3K | $20.1M | −$58.2K | Added$6.69M |
| Regal Investment Advisors LLC | 94.9K | $20M | −$87.3K | Cut−$1.58M |
| Allworth Financial LP | 94.8K | $20M | −$87.2K | Cut−$254.3K |
| RWA WEALTH PARTNERS, LLC | 93.8K | $19.8M | −$86.4K | Cut−$482.5K |
| ONE Advisory Partners, LLC | 93.5K | $19.7M | −$86.1K | Cut−$2.43M |
| BOKF, NA | 93.2K | $19.7M | −$85.7K | Cut−$9.1M |
| Narwhal Capital Management | 92.8K | $19.6M | −$85.4K | Cut−$85.4K |
| Koss-Olinger Consulting, LLC | 92.8K | $19.6M | −$85.3K | Cut−$10M |
| M1 Capital Management LLC | 92.5K | $19.5M | −$74.8K | Added$2.32M |
| Scarborough Advisors, LLC | 91.5K | $19.3M | — | New |
| Savant Capital, LLC | 91.4K | $19.3M | −$76.8K | Added$1.6M |
| Cullen/Frost Bankers, Inc. | 91.3K | $19.3M | −$84K | Cut−$121.7K |
| Ameritas Investment Partners, Inc. | 90.1K | $19M | −$83K | Cut−$1.2M |
| BOK Financial Private Wealth, Inc. | 89.7K | $18.9M | −$82.5K | Cut−$610.6K |
| Waterway Wealth Management, LLC | 131.7K | $18.8M | −$1.38M | Cut−$4.88M |
| Apollon Wealth Management, LLC | 88.4K | $18.7M | −$81.5K | Cut−$282.8K |
| Gallagher Capital Advisors, LLC | 158.6K | $18.4M | −$458.2K | Added$17.4M |
| Cosner Financial Group, LLC | 86.8K | $18.3M | −$79.8K | Cut−$62.5K |
| FIRST MERCHANTS CORP | 86.7K | $18.3M | −$79.7K | Cut−$110.9K |
| FIRST HAWAIIAN BANK | 84.9K | $17.9M | −$78.1K | Cut−$4M |
| Matthew Goff Investment Advisor, LLC | 83.2K | $17.6M | −$76.5K | Cut−$296.8K |
| TD PRIVATE CLIENT WEALTH LLC | 82.2K | $17.4M | −$75.6K | Cut−$1.68M |
| Financial Enhancement Group LLC | 78.1K | $17.2M | $135.4K | Added$10.4M |
| Cypress Wealth Services, LLC | 80.4K | $17M | −$73.9K | Cut−$2.05M |
| WealthShield Partners, LLC | 80.3K | $17M | −$73.9K | Cut−$1.18M |
| TRUSTMARK BANK TRUST DEPARTMENT | 79.9K | $16.9M | −$70.5K | Added$631.4K |
| BNP PARIBAS FINANCIAL MARKETS | 79.7K | $16.8M | −$73.4K | Cut−$2.13M |
| Saiph Capital, LLC | 79.3K | $16.8M | −$73K | Cut−$141.9K |
| Arkadios Wealth Advisors | 79.3K | $16.7M | −$69K | Added$868.3K |
| Horizon Wealth Management, LLC | 79.1K | $16.7M | −$67.7K | Added$1.11M |
| MCMORGAN & CO LLC | 78.1K | $16.5M | −$72K | Cut−$354.1K |
| Integrated Wealth Concepts LLC | 77.7K | $16.4M | −$57.9K | Added$3.06M |
| COMMERCE BANK | 76.4K | $16.1M | −$9.37K | Added$14M |
| McNaughton Wealth Management, LLC | 76.3K | $16.1M | −$70.1K | Cut−$947K |
| Elevated Financial Group LLC | 76K | $16.1M | −$68.6K | Added$223K |
| Bay Harbor Wealth Management, LLC | 75.7K | $16M | −$69.6K | Cut−$1.66M |
| Astoria Strategic Wealth, Inc. | 75.6K | $16M | −$68.4K | Added$194.3K |
| Snowden Capital Advisors LLC | 75K | $15.8M | −$58.2K | Added$2.44M |
| RTD Financial Advisors, Inc. | 74.9K | $15.8M | −$68.9K | Cut−$432.2K |
| EP Wealth Advisors, LLC | 74.8K | $15.8M | −$65.2K | Added$767.6K |
| Invst, LLC | 73.9K | $15.6M | −$68K | Cut−$3.88M |
| Alvarez & Marsal Private Wealth Partners, LLC | 73.1K | $15.4M | −$67.3K | Cut−$67.3K |
| Modera Wealth Management, LLC | 72.6K | $15.3M | −$66.8K | Cut−$595.3K |
| Independent Solutions Wealth Management, LLC | 72.6K | $15.3M | −$66.8K | Cut−$612.3K |
| INSTRUMENTAL WEALTH, LLC | 71.5K | $15.1M | −$758.3K | Cut−$492K |
| Lansing Street Advisors | 70.6K | $14.9M | −$63.2K | Added$342.4K |
| Quadrant Private Wealth Management, LLC | 70.5K | $14.9M | −$64.9K | Cut−$598.9K |
| TRUST POINT INC. | 69.4K | $14.6M | −$63.8K | Cut−$207.8K |
| Associated Banc-Corp | 69.2K | $14.6M | −$61.8K | Added$346.3K |
| Csenge Advisory Group | 69.1K | $14.6M | −$63.4K | Cut−$952.6K |
| CITIZENS FINANCIAL GROUP INC/RI | 69.1K | $14.6M | −$53.2K | Added$2.31M |
| Kilter Group LLC | 69K | $14.6M | −$59.1K | Added$927.4K |
| Occidental Asset Management, LLC | 68.1K | $14.4M | −$61.9K | Added$76.8K |
| IRONWOOD WEALTH MANAGEMENT, INC. | 65.9K | $14.3M | −$21.1K | Cut−$81.1K |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 67.7K | $14.3M | −$60K | Added$495.2K |
| GTS SECURITIES LLC | 67.3K | $14.2M | — | New |
| Alesco Advisors LLC | 66.1K | $14M | −$60.8K | Cut−$939K |
| WCG Wealth Advisors LLC | 65.7K | $13.9M | −$49.2K | Added$2.76M |
| Archer Investment Management, LLC | 65.7K | $13.9M | −$16.3K | Added$10.1M |
| BKM Wealth Management, LLC | 65.2K | $13.8M | −$59.4K | Added$79.7K |
| Wilmington Savings Fund Society, FSB | 65.1K | $13.7M | −$58.4K | Added$278.6K |
| Laird Norton Wetherby Trust Company, LLC | 64.2K | $13.6M | −$59K | Cut−$163.2K |
| IEQ CAPITAL, LLC | 63.5K | $13.4M | −$56K | Added$464.9K |
| Bank Pictet & Cie (Europe) AG | 62.9K | $13.3M | −$57.9K | Cut−$57.9K |
| Mayflower Financial Advisors, LLC | 62.8K | $13.3M | −$57.9K | Cut−$169.7K |
| Texas Capital Bank Wealth Management Services Inc | 62.4K | $13.2M | −$3.56K | Added$12.4M |
| Ausdal Financial Partners, Inc. | 62K | $13.1M | −$55.7K | Added$220.7K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 61.8K | $13.1M | −$25K | Added$7.26M |
| Guidance Point Advisors, LLC | 61.6K | $13M | −$55.8K | Cut−$73.9K |
| Mutual Advisors, LLC | 61.3K | $12.9M | −$51.9K | Added$1M |
| Pinnacle Financial Partners, Inc. | 60.9K | $12.9M | −$55.3K | Added$40.8K |
| Gladstone Institutional Advisory LLC | 59.3K | $12.5M | −$54.4K | Cut−$261.4K |
| VestGen Advisors, LLC | 55.3K | $12.4M | $482.5K | Added$4.37M |
| Parallel Advisors, LLC | 58.3K | $12.3M | −$53.1K | Added$67.2K |
| ENDEAVOR PRIVATE WEALTH, INC. | 57.6K | $12.2M | −$52.9K | Cut−$624.2K |
| TSA Wealth Managment LLC | 57.2K | $12.1M | −$52.5K | Cut−$1.3M |
Who left
- NewEdge Advisors, LLC$194.1M
- TWO SIGMA INVESTMENTS, LP$66.3M
- QUEST INVESTMENT MANAGEMENT LLC$32M
- J.W. COLE ADVISORS, INC.$16M
- IFG Advisory, LLC$8.42M
- Renaissance Technologies$6.72M
- Diversify Advisory Services, LLC$6.03M
- Telos Capital Management, Inc.$3.95M
- TUDOR INVESTMENT CORP ET AL$3.03M
- SeaBridge Investment Advisors LLC$2.69M
- Point72 Asset Management, L.P.$2.29M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.23M
- SEVEN MILE ADVISORY$1.14M
- Fortis Capital Advisors, LLC$1.12M
- Legacy Capital Group California, Inc.$1.07M
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.