Stock
Reported value
$31.6B
Holders
1,079
+97 new · −151 exited
Holders’ est. mark
−$131.6M
Price effect on 226 books still in the name
Largest holder
$7.33B
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $102.5M
- State Street0.0% · $47.8M
- Fidelity0.0% · $1.21M
- Icahn Capital0.0% · $377.1K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 84.6M | $7.33B | −$39.8M | Cut−$2.17B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 44.4M | $3.85B | −$20.3M | Added$87.2M |
| BlackRock, Inc. | 27.2M | $2.36B | −$11.7M | Added$182.3M |
| Rafferty Asset Management, LLC | 23M | $2B | −$10.8M | Cut−$652.2M |
| BANK OF MONTREAL /CAN/ | 15.7M | $1.36B | −$5.08M | Added$417.3M |
| UBS Group AG | 15.1M | $1.31B | −$7.11M | Cut−$89.7M |
| CITIGROUP INC | 14.8M | $1.29B | −$6.97M | Cut−$866.4M |
| MORGAN STANLEY | 11.2M | $967.8M | −$5.25M | Cut−$704.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.57M | $482.8M | −$2.06M | Added$100.3M |
| LPL Financial LLC | 5.2M | $450.9M | −$2.21M | Added$40.5M |
| WELLS FARGO & COMPANY/MN | 4.77M | $413.2M | −$2.09M | Added$24.9M |
| ENVESTNET ASSET MANAGEMENT INC | 4.69M | $406.6M | −$1.84M | Added$65.1M |
| BARCLAYS PLC | 3.89M | $337.1M | −$1.83M | Cut−$379.9M |
| JPMORGAN CHASE & CO | 3.49M | $302.7M | −$1.33M | Cut−$481.5M |
| MACKENZIE FINANCIAL CORP | 3.2M | $277.2M | −$3.19M | Cut−$33.4M |
| ALLIANCEBERNSTEIN L.P. | 3.02M | $263.3M | −$0 | Added$15M |
| AMERIPRISE FINANCIAL INC | 2.91M | $258.2M | $4.4M | Added$36.1M |
| RAYMOND JAMES FINANCIAL INC | 2.76M | $239.6M | −$1.11M | Added$34.5M |
| Brevan Howard Capital Management LP | 2.75M | $238.4M | −$75.2K | Added$224.5M |
| Harvest Portfolios Group Inc. | 2.74M | $237.9M | −$1.29M | Cut−$34M |
| GOLDMAN SACHS GROUP INC | 2.65M | $229.6M | −$637.3K | Added$111.4M |
| BNP PARIBAS FINANCIAL MARKETS | 2.37M | $205.8M | −$358.9K | Added$139.2M |
| STIFEL FINANCIAL CORP | 2.3M | $199.5M | −$665.9K | Added$76M |
| Mirae Asset Global Investments Co., Ltd. | 2.06M | $179M | −$970.3K | Cut−$39M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 2.04M | $176.8M | −$958.5K | Cut−$2.28M |
| ROYAL BANK OF CANADA | 1.84M | $159.1M | −$862.7K | Cut−$32.1M |
| JANE STREET GROUP, LLC | 1.65M | $143M | −$775.2K | Cut−$795.4M |
| TRUIST FINANCIAL CORP | 1.37M | $118.8M | −$617K | Added$4.35M |
| ASSETMARK, INC | 1.34M | $116.5M | −$631.4K | Cut−$8.23M |
| Rockefeller Capital Management L.P. | 1.25M | $108.6M | −$589K | Cut−$6.57M |
| Citadel | 1.18M | $102.5M | — | New |
| AIA Group Ltd | 1.01M | $87.8M | −$475.8K | Cut−$5.1M |
| Cetera Investment Advisers | 982.6K | $85.2M | −$435.6K | Added$4.39M |
| US BANCORP \DE\ | 951.5K | $82.5M | −$431.4K | Added$2.18M |
| WestEnd Advisors, LLC | 943.4K | $81.8M | −$418.8K | Added$4.12M |
| Ally Financial Inc. | 873K | $75.7M | −$410.3K | Cut−$410.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | 849.4K | $73.6M | −$399.2K | Cut−$7.37M |
| OSAIC HOLDINGS, INC. | 830.5K | $72M | −$387K | Cut−$2.31M |
| HighTower Advisors, LLC | 808.6K | $70.1M | −$293.4K | Added$15.5M |
| Disciplina Capital Management LLC | 795.5K | $69M | −$352.5K | Added$3.6M |
| TD PRIVATE CLIENT WEALTH LLC | 738.4K | $64M | −$329.2K | Added$2.96M |
| NATIONAL BANK OF CANADA /FI/ | 731.5K | $63.4M | −$349.3K | Cut−$5.31M |
| IHT Wealth Management, LLC | 722.2K | $62.6M | −$232.8K | Added$19.4M |
| WS MANAGEMENT LLLP | 612.3K | $53.1M | −$222.5K | Added$11.8M |
| SIMPLEX TRADING, LLC | 608K | $52.7M | — | New |
| GenWealth Group, Inc. | 577.8K | $50.1M | — | New |
| AlTi Global, Inc. | 565K | $48.9M | −$280.5K | Added$3.56M |
| AE Wealth Management LLC | 558.9K | $48.4M | −$107.2K | Added$28.6M |
| IFP Advisors, Inc | 556.1K | $48.2M | −$225.9K | Added$6.31M |
| Cadence Wealth Management LLC | 551.8K | $47.8M | −$259.3K | Cut−$2.28M |
| State Street | 551.4K | $47.8M | −$259.1K | Cut−$40.9M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 542.4K | $47M | −$253.4K | Cut−$40.2M |
| Townsend & Associates, Inc | 525.8K | $45.6M | −$799.3K | Added$638K |
| Rock Creek Group, LP | 513K | $44.5M | −$245.3K | Added$244.2K |
| ALKEON CAPITAL MANAGEMENT LLC | 511K | $44.3M | −$240.2K | Cut−$240.2K |
| OLD MISSION CAPITAL LLC | 493.1K | $42.7M | −$102.6K | Added$23.7M |
| PEAK6 LLC | 491.2K | $42.6M | −$64.1K | Added$30.7M |
| New Harbor Financial Group, LLC | 481.6K | $41.7M | −$204.2K | Added$3.89M |
| TORONTO DOMINION BANK | 480.2K | $41.6M | −$226.2K | Cut−$112M |
| Ocean Park Asset Management, LLC | 459.6K | $39.8M | −$61.8K | Added$28.4M |
| VICTORY CAPITAL MANAGEMENT INC | 457.8K | $39.7M | −$215.2K | Cut−$8.88M |
| Marex Group plc | 457.4K | $39.6M | −$215K | Cut−$17.6M |
| Concurrent Investment Advisors, LLC | 448.2K | $38.9M | −$210.7K | Cut−$7.87M |
| Bank of New York Mellon Corp | 444.7K | $38.5M | −$192.8K | Added$2.79M |
| MILLENNIUM MANAGEMENT LLC | 440.5K | $38.2M | −$207K | Cut−$50.4M |
| Bell Investment Advisors, Inc | 426.2K | $36.9M | −$200.3K | Cut−$582.2K |
| Krilogy Financial LLC | 409.3K | $35.3M | −$783.6K | Added$1.87M |
| Trilogy Capital Inc. | 392.7K | $34M | −$140.3K | Added$8.02M |
| Kestra Advisory Services, LLC | 392.2K | $34M | −$184.4K | Cut−$2.01M |
| MEEDER ASSET MANAGEMENT INC | 384.3K | $33.3M | −$180.6K | Cut−$11M |
| HSBC HOLDINGS PLC | 376.8K | $32.8M | −$99.2K | Cut−$89M |
| Trek Financial, LLC | 377.6K | $32.7M | −$11.9K | Added$30.5M |
| JONES FINANCIAL COMPANIES LLLP | 360.9K | $30.9M | −$416.8K | Added$6.99M |
| Summit Financial, LLC | 355.1K | $30.8M | −$166.8K | Cut−$1.6M |
| PRUDENTIAL PLC | 348.2K | $30.2M | −$92.4K | Added$13.1M |
| Third View Private Wealth, LLC | 342.2K | $29.7M | −$145.9K | Added$2.61M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 330.4K | $28.5M | −$362.5K | Added$1.24M |
| Willis Johnson & Associates, Inc. | 318.4K | $27.6M | −$126K | Added$4.25M |
| PNC Financial Services Group, Inc. | 317.7K | $27.5M | −$149.4K | Cut−$1.04M |
| DEUTSCHE BANK AG\ | 315K | $27.3M | −$121K | Added$4.86M |
| Vestmark Advisory Solutions, Inc. | 314.4K | $27.3M | −$127.8K | Added$3.56M |
| Avior Wealth Management, LLC | 312.7K | $27.1M | −$1.8K | Added$26.8M |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 309.5K | $26.8M | −$138.7K | Added$1.12M |
| Farther Finance Advisors, LLC | 304K | $26.2M | −$260.1K | Added$1.03M |
| Mariner, LLC | 298.4K | $25.9M | −$106.4K | Added$6.12M |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 295.6K | $25.6M | −$138.9K | Cut−$526.2K |
| TUDOR INVESTMENT CORP ET AL | 295.4K | $25.6M | −$58.4K | Added$14.8M |
| SBI Securities Co., Ltd. | 295.1K | $25.6M | −$138.7K | Cut−$1.37M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 286.2K | $24.8M | −$134.5K | Cut−$370.4K |
| Simplicity Wealth,LLC | 282.9K | $24.5M | −$114.2K | Added$3.35M |
| JOURNEY STRATEGIC WEALTH LLC | 280.6K | $24.3M | −$131K | Added$30.6K |
| Scarborough Advisors, LLC | 276.3K | $24M | — | New |
| Karpus Management, Inc. | 273.4K | $23.7M | — | New |
| INSIGHT 2811, INC. | 271.2K | $23.5M | −$120.5K | Added$1.17M |
| OneDigital Investment Advisors LLC | 265.9K | $23.1M | −$124.9K | Cut−$7.68M |
| GOULD ASSET MANAGEMENT LLC /CA/ | 262.3K | $22.7M | −$119.2K | Added$624.9K |
| MML INVESTORS SERVICES, LLC | 260.2K | $22.6M | −$122.2K | Cut−$6.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 255K | $22.1M | −$119.9K | Cut−$24.1M |
| LMR Partners LLP | 255K | $22.1M | — | New |
| SCOPUS ASSET MANAGEMENT, L.P. | 246.5K | $21.4M | −$115.9K | Cut−$115.9K |
| FORM Wealth Advisors, LLC | 245.2K | $21.3M | −$68.9K | Added$8.47M |
| Gladius Capital Management LP | 245K | $21.2M | — | New |
| INTEGRITY ALLIANCE, LLC. | 242K | $21M | −$101.9K | Added$2.08M |
| Dakota Wealth Management | 236.6K | $20.5M | −$98.1K | Added$2.32M |
| Elequin Capital, LP | 395.4K | $20.3M | — | New |
| FIFTH THIRD BANCORP | 230.3K | $20M | −$54.9K | Added$9.78M |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 221.7K | $19.2M | −$102.7K | Added$171K |
| GM Advisory Group, LLC | 218.6K | $19M | −$102.7K | Cut−$488.6K |
| Pinnacle Financial Partners, Inc. | 215.1K | $18.7M | −$96.2K | Added$828K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 216.1K | $18.4M | −$21.1K | Added$17.7M |
| Granite Bay Wealth Management, LLC | 210.4K | $18.2M | −$98.9K | Added$1.45M |
| BOS Asset Management, LLC | 208.3K | $18.1M | −$97.9K | Cut−$121K |
| Strong Tower Advisory Services | 207.1K | $17.9M | −$84.3K | Added$2.32M |
| Quaker Wealth Management, LLC | 204.1K | $17.7M | −$92.5K | Added$537.7K |
| Royal Fund Management, LLC | 200.7K | $17.4M | −$94.5K | Cut−$68.1K |
| Carrera Capital Advisors | 196.4K | $17M | −$79.6K | Added$2.26M |
| Venture Visionary Partners LLC | 194.5K | $16.9M | −$70K | Added$3.9M |
| West Family Investments, Inc. | 152.6K | $16.7M | −$373.9K | Added$1.73M |
| Independent Advisor Alliance | 191.1K | $16.6M | −$32.7K | Added$10.5M |
| Balyasny Asset Management L.P. | 189.4K | $16.4M | — | New |
| Sanctuary Advisors, LLC | 184.4K | $16M | −$86.7K | Cut−$5.29M |
| EXENCIAL WEALTH ADVISORS, LLC | 184.2K | $16M | −$86.5K | Cut−$69.7K |
| Occidental Asset Management, LLC | 182.5K | $15.8M | −$80.8K | Added$837.7K |
| MERCER GLOBAL ADVISORS INC /ADV | 180.8K | $15.7M | $75.7K | Added$5.6M |
| Centiva Capital, LP | 180.4K | $15.6M | — | New |
| MY Wealth Management Inc. | 171.7K | $15.6M | $23.1K | Added$15.1M |
| WJ Interests, LLC | 177.4K | $15.4M | −$75.3K | Added$1.39M |
| &PARTNERS | 176.7K | $15.3M | −$100K | Cut−$725.4K |
| Nolet Wealth Management, LLC | 175.7K | $15.2M | −$60.1K | Added$4.08M |
| Checchi Capital Advisers, LLC | 171.6K | $14.9M | −$54.1K | Added$4.84M |
| Steward Partners Investment Advisory, LLC | 169.8K | $14.7M | −$67.8K | Added$2.15M |
| Private Advisor Group, LLC | 169.5K | $14.7M | −$79.7K | Cut−$2.31M |
| ELEVATION POINT WEALTH PARTNERS, LLC | 166.2K | $14.4M | −$60.1K | Added$3.27M |
| Fund Evaluation Group, LLC | 160.5K | $13.9M | −$75.4K | Cut−$75.4K |
| TCM Advisors, LLC | 159.5K | $13.8M | −$73.8K | Added$134.2K |
| Prospera Financial Services Inc | 157.4K | $13.6M | −$74.1K | Cut−$250.7K |
| CULTIVAR CAPITAL, INC. | 155.4K | $13.5M | −$68.7K | Added$727.7K |
| Empowered Funds, LLC | 155.6K | $13.4M | — | New |
| Marino Management, LLC | 154.7K | $13.4M | −$167K | Cut−$167K |
| One Day In July LLC | 151K | $13.1M | −$70.1K | Added$99.4K |
| Concentric Capital Strategies, LP | 148.4K | $12.9M | — | New |
| Kaydan Wealth Management, Inc. | 148.4K | $12.9M | −$69.7K | Cut−$109.2K |
| Transmarket Holdings LP | 146.7K | $12.7M | — | New |
| Wealth Management Associates, Inc. | 146.2K | $12.7M | −$65.5K | Added$523.4K |
| Merit Financial Group, LLC | 144.6K | $12.5M | −$4.04K | Added$11.8M |
| Kingsview Wealth Management, LLC | 143.9K | $12.5M | −$67.6K | Cut−$8.36M |
| Horizon Investments, LLC | 144.9K | $12.5M | −$163.8K | Cut−$16.9M |
| OPPENHEIMER & CO INC | 143.5K | $12.4M | −$55.8K | Added$2.09M |
| Clarity Financial LLC | 143.4K | $12.4M | −$64K | Added$556.1K |
| GREENUP STREET WEALTH MANAGEMENT LLC | 140.5K | $12.2M | −$63.7K | Added$374K |
| ExodusPoint Capital Management, LP | 140K | $12.1M | — | New |
| Quadrant Private Wealth Management, LLC | 138.4K | $12M | −$59.1K | Added$1.02M |
| Granby Capital Management, LLC | 138K | $12M | −$64.9K | Cut−$64.9K |
| CASTLEARK MANAGEMENT LLC | 137.3K | $11.9M | −$44.4K | Added$3.66M |
| Strategic Investment Advisors / MI | 137.3K | $11.9M | −$68.7K | Added$455.5K |
| Wealthfront Advisers LLC | 136.7K | $11.9M | −$53.6K | Added$1.91M |
| Richard W. Paul & Associates, LLC | 136.2K | $11.8M | −$61K | Added$507.9K |
| Brookstone Capital Management | 135.6K | $11.8M | −$57.5K | Added$1.08M |
| CIBC WORLD MARKET INC. | 135.5K | $11.7M | −$63.7K | Cut−$3.91M |
| Advisory Services Network, LLC | 134.1K | $11.6M | −$63K | Cut−$2.85M |
| Horst & Graben Wealth Management LLC | 134.3K | $11.6M | −$123.6K | Added$30.7K |
| CWM, LLC | 130.8K | $11.3M | $11.3M | Added$11.3M |
| 1832 Asset Management L.P. | 130.5K | $11.3M | — | New |
| Cavalier Investments, LLC | 129.9K | $11.3M | −$50.6K | Added$1.88M |
| High Note Wealth, LLC | 129.7K | $11.2M | −$56.9K | Added$705.7K |
| TD Waterhouse Canada Inc. | 129.1K | $11.1M | −$95K | Added$1.87M |
| Sharkey, Howes & Javer | 128.2K | $11.1M | −$60.3K | Cut−$9.35M |
| Procyon Advisors, LLC | 125.4K | $10.9M | −$5.64K | Added$9.83M |
| ALERUS FINANCIAL NA | 124.2K | $10.8M | −$55.5K | Added$462.3K |
| FPC INVESTMENT ADVISORY, INC. | 123.2K | $10.7M | −$53K | Added$412.8K |
| Stratos Wealth Partners, LTD. | 123K | $10.7M | −$50.9K | Added$1.23M |
| Sicart Associates LLC | 122.5K | $10.6M | −$57.6K | Cut−$57.6K |
| Sovran Advisors, LLC | 121.6K | $10.4M | −$303.2K | Added$456K |
| Itau Unibanco Holding S.A. | 120K | $10.4M | −$41K | Added$7.33M |
| Focus Partners Wealth | 119.8K | $10.4M | −$56K | Added$1.23M |
| Atria Investments, Inc | 115.6K | $10M | −$54.3K | Cut−$1.71M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 115.5K | $10M | −$56.6K | Cut−$4.63M |
| Quinn Opportunity Partners LLC | 115K | $9.97M | −$54K | Cut−$54K |
| Heartwood Wealth Advisors LLC | 113.1K | $9.81M | −$46.5K | Added$1.19M |
| Lido Advisors, LLC | 113K | $9.79M | −$176.7K | Cut−$8.95M |
| Parallax Volatility Advisers, L.P. | 112.9K | $9.79M | −$52.1K | Added$121.2K |
| SJBENEN ADVISORY, LLC | 112.4K | $9.74M | $5.62M | Added$6.94M |
| AXXCESS WEALTH MANAGEMENT, LLC | 111.9K | $9.7M | −$51.9K | Added$67.1K |
| Privium Fund Management (UK) Ltd | 113K | $9.68M | — | New |
| Ethos Financial Group, LLC | 111.3K | $9.66M | −$32.8K | Added$2.18M |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | 110K | $9.54M | −$51.7K | Cut−$51.7K |
| Braun-Bostich & Associates Inc. | 107.7K | $9.34M | −$48.6K | Added$330.7K |
| Heck Capital Advisors, LLC | 107.6K | $9.32M | −$50.5K | Cut−$344.8K |
| Hudson Bay Capital Management LP | 106.9K | $9.26M | −$35.9K | Added$2.61M |
| Nationwide Fund Advisors | 105.6K | $9.16M | −$49.6K | Cut−$18.6M |
| ShoreHaven Wealth Partners, LLC | 104.3K | $9.04M | −$46.9K | Added$366.6K |
| Cerity Partners LLC | 104.3K | $9.04M | −$36.1K | Added$2.35M |
| Perigon Wealth Management, LLC | 103.9K | $9.01M | −$48.9K | Cut−$719K |
| Teucrium Investment Advisors, LLC | 104K | $8.99M | — | New |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 103.1K | $8.94M | — | Held |
| Bulltick Wealth Management, LLC | 102.6K | $8.89M | −$24.4K | Added$4.37M |
| EVOKE WEALTH, LLC | 102.1K | $8.85M | −$48K | Cut−$2.5M |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 101.9K | $8.84M | −$44K | Added$567.9K |
| Perennial Investment Advisors, LLC | 101.6K | $8.81M | −$44.3K | Added$666.3K |
| Benin Management CORP | 101.5K | $8.8M | −$25.1K | Added$4.14M |
| PRINCIPAL FINANCIAL GROUP INC | 100.9K | $8.75M | −$47.4K | Cut−$338.3K |
| Hilltop Holdings Inc. | 100.6K | $8.72M | −$31.7K | Added$2.84M |
| SHARPEPOINT LLC | 100.3K | $8.7M | −$43.5K | Added$620.8K |
| Arlington Capital Management, Inc. | 100.2K | $8.69M | −$46.4K | Added$74.1K |
| Alphadyne Asset Management LP | 100.1K | $8.68M | −$47K | Cut−$1.17M |
| CREDIT AGRICOLE S A | 99.7K | $8.64M | −$46.8K | Cut−$1.56M |
| Leo Wealth, LLC | 99.1K | $8.59M | −$41.3K | Added$1.27M |
| Equitable Holdings, Inc. | 98.2K | $8.56M | −$300 | Added$372.8K |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | 97.6K | $8.46M | — | New |
| CHOREO, LLC | 97.5K | $8.45M | −$13K | Added$7.47M |
| Arkadios Wealth Advisors | 96.3K | $8.34M | −$37.5K | Added$1.39M |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 96.2K | $8.34M | −$45.2K | Cut−$45.2K |
| Corient Private Wealth LLC | 96.2K | $8.33M | −$52.3K | Cut−$413K |
| Fermata Advisors, LLC | 93.3K | $8.08M | −$40.4K | Added$586.3K |
| IPG Investment Advisors LLC | 92.6K | $8.03M | −$24.7K | Added$3.46M |
| FIRST HORIZON CORP | 90.8K | $7.87M | −$42.3K | Added$19.7K |
| SIERRA OCEAN, LLC | 90K | $7.8M | −$41.4K | Added$139K |
| Kiker Wealth Management, LLC | 88.9K | $7.71M | −$1.66K | Added$7.4M |
| Northeast Financial Group, Inc. | 87.9K | $7.64M | −$27.1K | Cut−$737.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 87.7K | $7.6M | −$7.25K | Added$6.26M |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 87.1K | $7.55M | −$20.3K | Added$2.91M |
| Smith & Howard Wealth Management, LLC | 83K | $7.51M | $150.1K | Added$3.59M |
| HARBOUR INVESTMENTS, INC. | 86.3K | $7.48M | −$5.67K | Added$6.42M |
| Jefferies Financial Group Inc. | 85K | $7.37M | — | New |
| Cordoba Advisory Partners LLC | 84.5K | $7.33M | −$39.7K | Cut−$60.7K |
| BIRCHBROOK, INC. | 83.7K | $7.26M | −$37.7K | Added$258.9K |
| DAVENPORT & Co LLC | 82.1K | $7.12M | −$38.6K | Cut−$140.3K |
| Bleakley Financial Group, LLC | 82K | $7.11M | — | New |
| Rezny Wealth Management, Inc. | 84.6K | $7.1M | −$279.3K | Cut−$279.3K |
| FRANKLIN RESOURCES INC | 81.3K | $7.05M | −$38.2K | Cut−$319.5K |
| LifeWealth Investments, LLC | 80.1K | $6.95M | −$32.5K | Added$914.1K |
| Legacy Private Trust Co. | 80K | $6.94M | −$30.2K | Added$1.35M |
| Niles Investment Management, LLC | 79.1K | $6.86M | — | New |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 78.5K | $6.8M | −$36.9K | Cut−$83.6K |
| Worth Asset Management, LLC | 77.7K | $6.73M | −$35.9K | Added$83.3K |
| HUNTINGTON NATIONAL BANK | 77.2K | $6.69M | −$36.3K | Cut−$416.7K |
| Measured Wealth Private Client Group, LLC | 76.8K | $6.65M | −$36.1K | Cut−$363K |
| SAGESPRING WEALTH PARTNERS, LLC | 76K | $6.59M | −$35.7K | Cut−$496K |
| CANANDAIGUA NATIONAL CORP | 75.8K | $6.57M | — | Held |
| Verition Fund Management LLC | 75.3K | $6.53M | −$35.4K | Cut−$17.2M |
| MOORE CAPITAL MANAGEMENT, LP | 75K | $6.5M | — | New |
| BROWN WEALTH MANAGEMENT, LLC | 75K | $6.5M | −$33.9K | Added$223.3K |
| Sowell Financial Services LLC | 74.7K | $6.48M | −$35.1K | Cut−$215K |
| Pallas Capital Advisors LLC | 74.5K | $6.46M | −$35K | Cut−$754.5K |
| Integrated Wealth Concepts LLC | 74.5K | $6.45M | −$12.5K | Added$4.13M |
| CAPTRUST FINANCIAL ADVISORS | 73.2K | $6.35M | −$34.3K | Cut−$940.8K |
| Berkeley Capital Partners, LLC | 72.7K | $6.3M | −$32.3K | Added$315K |
| RIK SAYLOR FINANCIAL, INC. | 72.5K | $6.29M | −$34.1K | Cut−$50.4K |
| Triumph Capital Management | 72.5K | $6.28M | −$24.6K | Added$1.72M |
| Encompass More Asset Management | 72.2K | $6.26M | −$34K | Cut−$3.05M |
Who left
- Nan Shan Life Insurance Co., Ltd.$348.4M
- Pureheart Capital Pte Ltd.$292.7M
- Jump Financial, LLC$100.8M
- Quadrature Capital Ltd$87.5M
- GTS SECURITIES LLC$70.4M
- OLD NATIONAL BANCORP /IN/$25.5M
- AFFINITY WEALTH MANAGEMENT LLC$25.3M
- TWO SIGMA INVESTMENTS, LP$21.7M
- NewEdge Advisors, LLC$20.6M
- CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$18.2M
- Dynasty Wealth Management, LLC$17.2M
- Walleye Capital LLC$16.2M
- MARSHALL WACE, LLP$12.2M
- Persium Advisors, LLC$11.6M
- Edgestream Partners, L.P.$11.6M
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.