Stock
Reported value
$42.6B
Holders
1,115
+112 new · −89 exited
Holders’ est. mark
−$262.9M
Price effect on 234 books still in the name
Largest holder
$14B
Fisher Asset Management, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.2% · $3.34B
- Citadel0.1% · $327.5M
- Icahn Capital0.0% · $632.6K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Fisher Asset Management, LLC | 147M | $14B | −$97.1M | Added$1.07B |
| Fidelity | 35M | $3.34B | −$25M | Added$117K |
| JPMORGAN CHASE & CO | 34.7M | $3.31B | −$30.4M | Added$20.2M |
| BANK OF AMERICA CORP /DE/ | 22.9M | $2.19B | −$9.71M | Added$888.8M |
| AMERIPRISE FINANCIAL INC | 18.5M | $1.76B | −$8.59M | Added$318M |
| ENVESTNET ASSET MANAGEMENT INC | 14.8M | $1.41B | −$9.15M | Added$185.4M |
| MORGAN STANLEY | 12.8M | $1.22B | −$9.2M | Cut−$418.7M |
| PNC Financial Services Group, Inc. | 8.43M | $804.4M | −$6.07M | Cut−$11.7M |
| RAYMOND JAMES FINANCIAL INC | 6.8M | $649.1M | −$4.47M | Added$52.5M |
| Blue Trust, Inc. | 6.48M | $618.1M | −$4.41M | Added$29.5M |
| LPL Financial LLC | 5.96M | $568.6M | −$3.72M | Added$71.5M |
| CAPTRUST FINANCIAL ADVISORS | 5.37M | $512.1M | −$3.86M | Cut−$43.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.85M | $463M | −$3.32M | Added$19.8M |
| BANK OF MONTREAL /CAN/ | 4.42M | $422.3M | −$3.19M | Cut−$123.3M |
| UBS Group AG | 4.18M | $398.5M | −$3M | Cut−$2.6M |
| Richard Bernstein Advisors LLC | 3.67M | $350.6M | — | New |
| BlackRock, Inc. | 3.64M | $347.5M | −$1.66M | Added$126.2M |
| Citadel | 3.43M | $327.5M | — | New |
| ROYAL BANK OF CANADA | 3.39M | $323.4M | −$695.6K | Added$230.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 3.16M | $302M | −$2.28M | Cut−$23.2M |
| WELLS FARGO & COMPANY/MN | 3.05M | $290.6M | −$2.19M | Cut−$31.1M |
| Baird Financial Group, Inc. | 2.72M | $260M | −$1.94M | Added$883.5K |
| ALLIANCEBERNSTEIN L.P. | 2.57M | $246.7M | −$0 | Added$57.5M |
| Mutual Advisors, LLC | 2.17M | $207.1M | −$1.52M | Added$4.25M |
| TRUIST FINANCIAL CORP | 1.91M | $182.7M | −$1.25M | Added$16.3M |
| Harvest Portfolios Group Inc. | 1.9M | $181.1M | −$1.24M | Added$16M |
| Cerity Partners OCIO LLC | 1.89M | $180.3M | −$1.36M | Cut−$17.9M |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 1.81M | $172.8M | −$1.3M | Cut−$14.1M |
| PEAVINE CAPITAL, LLC | 1.77M | $169.1M | −$1.28M | Cut−$4.58M |
| STIFEL FINANCIAL CORP | 1.54M | $146.9M | −$1.02M | Added$10.1M |
| Cetera Investment Advisers | 1.42M | $135.1M | −$820.3K | Added$25.5M |
| ASSETMARK, INC | 1.34M | $127.5M | −$725.6K | Added$30.6M |
| Focus Partners Wealth | 1.31M | $124.8M | −$937K | Cut−$5.41M |
| Members Trust Co | 1.27M | $121.1M | −$888K | Added$2.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.22M | $116.1M | −$1.27M | Cut−$46.1M |
| Liberty Mutual Group Asset Management Inc. | 1.18M | $112.9M | −$186.3K | Added$88M |
| RiverFront Investment Group, LLC | 1.11M | $106M | −$7.35K | Added$105M |
| GOLDMAN SACHS GROUP INC | 1.09M | $104.3M | −$485.7K | Added$39.4M |
| Wealthcare Advisory Partners LLC | 1.07M | $102.3M | −$552.6K | Added$28.5M |
| Ally Invest Advisors Inc. | 1.07M | $102.1M | −$718.9K | Added$6.12M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 990.4K | $94.5M | −$713.1K | Cut−$96.3M |
| Cerity Partners LLC | 984K | $93.9M | −$699.3K | Added$508.6K |
| GREENLEAF TRUST | 959.9K | $91.6M | −$554.1K | Added$17.6M |
| Avalon Advisory Group | 925K | $88.3M | −$639.4K | Added$2.89M |
| 3EDGE Asset Management, LP | 894.3K | $85.4M | −$586.9K | Added$6.96M |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 855.2K | $81.6M | −$599.7K | Added$1.53M |
| GREENWOOD GEARHART INC | 798.9K | $76.2M | −$525.1K | Added$6.12M |
| WestEnd Advisors, LLC | 779.6K | $74.4M | −$545.1K | Added$1.61M |
| MATAURO, LLC | 764.7K | $73M | −$498.1K | Added$6.45M |
| AIA Group Ltd | 763.7K | $72.9M | −$453.8K | Added$12.3M |
| Raub Brock Capital Management LP | 762.4K | $72.8M | −$548.9K | Cut−$2.8M |
| CenturyLink Investment Management Co | 746.5K | $71.2M | — | New |
| Rockefeller Capital Management L.P. | 704.6K | $67.2M | −$507.3K | Cut−$26.9M |
| MML INVESTORS SERVICES, LLC | 652.5K | $62.3M | −$397.6K | Added$9.18M |
| MAI Capital Management | 627.2K | $59.9M | −$422.5K | Added$3.42M |
| Garde Capital, Inc. | 609.3K | $58.1M | — | New |
| PRUDENT INVESTORS NETWORK, INC. | 550.3K | $52.5M | −$301.1K | Added$12.3M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 544.6K | $52M | −$360.1K | Added$3.87M |
| HighTower Advisors, LLC | 534.3K | $51M | −$216.7K | Added$22M |
| Bogart Wealth, LLC | 528.3K | $50.4M | −$365.9K | Added$1.54M |
| NorthRock Partners, LLC | 524.1K | $50M | −$293.9K | Added$10.8M |
| PATTON FUND MANAGEMENT, INC. | 509.6K | $48.6M | −$346.7K | Added$2.33M |
| Twele Capital Management, Inc. | 497.1K | $47.4M | −$354.3K | Added$115.9K |
| GenWealth Group, Inc. | 489.3K | $46.7M | −$393.1K | Added$2.67M |
| LifeGuide Financial Advisors, LLC | 468K | $44.7M | −$281K | Added$2.49M |
| Leo Wealth, LLC | 464.6K | $44.3M | −$311.9K | Added$4.14M |
| Mirae Asset Global Investments Co., Ltd. | 451.9K | $43.1M | −$325.4K | Cut−$1.96M |
| Community Financial Services Group, LLC | 442.1K | $42M | −$468.9K | Added$1.76M |
| Ironwood Wealth Management, LLC. | 440.2K | $42M | −$310.2K | Added$580.5K |
| Sompo Asset Management Co., Ltd. | 428.2K | $40.9M | −$303.5K | Added$333.7K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 426.3K | $40.7M | −$271.6K | Added$4.41M |
| OSAIC HOLDINGS, INC. | 422.5K | $40.3M | −$299.9K | Cut−$38.3M |
| Beacon Wealthcare LLC | 413K | $39.4M | −$291.9K | Added$424.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | 408.5K | $39M | −$242.9K | Added$6.54M |
| VICTORY CAPITAL MANAGEMENT INC | 399.8K | $38.2M | −$287.9K | Cut−$27.5M |
| Kestra Advisory Services, LLC | 394K | $37.6M | −$262.2K | Added$2.59M |
| Focus Financial Network, Inc. | 383.6K | $36.6M | −$266.7K | Added$992.4K |
| IFP Advisors, Inc | 354.1K | $33.8M | −$192.2K | Added$8.13M |
| FIRST FINANCIAL BANK - TRUST DIVISION | 353.1K | $33.7M | −$247.6K | Added$633.5K |
| Bank of New York Mellon Corp | 346.6K | $33.1M | −$197.3K | Added$6.72M |
| CITIGROUP INC | 345.9K | $33M | −$249.1K | Cut−$47M |
| Banco Santander, S.A. | 337.4K | $32.2M | −$136.1K | Added$14M |
| Joule Financial, LLC | 328.3K | $31.3M | −$204.6K | Added$4M |
| BROWN ADVISORY INC | 325.3K | $31M | −$187.1K | Added$6.06M |
| Mariner, LLC | 317.3K | $30.3M | −$228.5K | Cut−$179.1M |
| SACHEM HILL LLC | 314.9K | $30.1M | −$216.7K | Added$1.13M |
| FIFTH THIRD BANCORP | 312.6K | $29.8M | −$141.8K | Added$10.9M |
| Rafferty Asset Management, LLC | 306.7K | $29.3M | −$220.8K | Cut−$13.8M |
| WEST PACES ADVISORS INC. | 305.1K | $29.1M | −$210.6K | Added$999.4K |
| Virtue Capital Management, LLC | 299.4K | $28.5M | −$233.3K | Added$851K |
| Farther Finance Advisors, LLC | 294.8K | $28M | −$330.2K | Cut−$2.23M |
| WEALTH MANAGEMENT RESOURCES, INC. | 293.1K | $28M | −$210.3K | Cut−$113.9K |
| Kingsview Wealth Management, LLC | 292K | $27.9M | −$210.3K | Cut−$7.52M |
| BARINGS LLC | 288.2K | $27.5M | −$207.5K | Cut−$35.9M |
| Envestnet Portfolio Solutions, Inc. | 278.4K | $26.6M | −$168.2K | Added$4.12M |
| US BANCORP \DE\ | 274.7K | $26.2M | −$189.9K | Added$844K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 270.8K | $25.8M | −$69.2K | Added$16.6M |
| MATHER GROUP, LLC. | 265.9K | $25.4M | −$191.4K | Cut−$1.01M |
| FIRST TRUST ADVISORS LP | 264.2K | $25.2M | −$178.6K | Added$1.36M |
| Qube Research & Technologies Ltd | 262K | $25M | — | New |
| United Capital Management of KS, Inc. | 259.2K | $24.7M | −$178.8K | Added$857.2K |
| TPG Financial Advisors, LLC | 256.9K | $24.5M | −$185K | Cut−$566K |
| Crescent Grove Advisors, LLC | 255.7K | $24.4M | −$11.7K | Added$22.8M |
| DSG Capital Advisors, LLC | 254.8K | $24.3M | −$219.1K | Cut−$688.2K |
| Concurrent Investment Advisors, LLC | 253.7K | $24.2M | −$160.7K | Added$2.75M |
| Tulsa Wealth Advisors, INC | 249.3K | $23.8M | — | New |
| TUDOR INVESTMENT CORP ET AL | 244.7K | $23.4M | −$59.6K | Added$15.4M |
| Willis Johnson & Associates, Inc. | 239.8K | $22.9M | −$172.6K | Cut−$1.95M |
| Creative Planning | 236.9K | $22.6M | −$170.5K | Cut−$731.1K |
| SimpliFi, Inc. | 232.1K | $22.2M | −$166.9K | Cut−$145.8K |
| Estate Counselors, LLC | 227.2K | $21.7M | −$83.7K | Added$10.5M |
| Kovitz Investment Group Partners, LLC | 226.4K | $21.6M | −$160.5K | Added$168.5K |
| Invariant Investment Management | 222.9K | $21.3M | −$185.3K | Added$760.2K |
| SeaBridge Investment Advisors LLC | 208K | $19.9M | −$148.9K | Cut−$36.5K |
| Act Two Investors LLC | 207.9K | $19.8M | −$149.7K | Cut−$3.22M |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | 207.4K | $19.8M | −$140K | Added$1.09M |
| Bulltick Wealth Management, LLC | 205.4K | $19.6M | −$114.8K | Added$4.27M |
| Independence Financial Advisors, LLC | 205.4K | $19.6M | −$143.8K | Added$406.5K |
| Beacon Pointe Advisors, LLC | 202.7K | $19.3M | −$77K | Added$9.06M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 202K | $19.3M | −$126.7K | Added$2.36M |
| ANCHOR CAPITAL ADVISORS LLC | 198.8K | $19M | −$143.1K | Cut−$3.31M |
| Financial & Tax Architects, LLC | 198.6K | $19M | −$141.2K | Added$99.8K |
| TITLEIST ASSET MANAGEMENT, LLC | 196.9K | $18.8M | −$126.1K | Added$1.95M |
| MEEDER ASSET MANAGEMENT INC | 196.5K | $18.8M | −$141.5K | Cut−$44M |
| TRUSTMARK BANK TRUST DEPARTMENT | 195.2K | $18.6M | −$139.7K | Cut−$30.6K |
| OneDigital Investment Advisors LLC | 194.1K | $18.5M | −$139.8K | Cut−$608.7K |
| Kaydan Wealth Management, Inc. | 193.8K | $18.5M | −$139.6K | Cut−$7.45M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 193.5K | $18.5M | −$136.7K | Added$209.5K |
| EXCHANGE TRADED CONCEPTS, LLC | 193.4K | $18.5M | −$139.3K | Cut−$3.99M |
| Transmarket Holdings LP | 192.4K | $18.4M | −$1.58K | Added$18.2M |
| BARCLAYS PLC | 192.3K | $18.4M | −$138.5K | Cut−$64.8M |
| Modern Wealth Management, LLC | 192.3K | $18.3M | −$188.5K | Added$2.09M |
| AAFMAA Wealth Management & Trust LLC | 191.3K | $18.3M | −$135.8K | Added$114.2K |
| Haverford Trust Co | 190.7K | $18.2M | −$124.5K | Added$1.58M |
| Portland Global Advisors LLC | 188.8K | $18M | −$135.9K | Cut−$230.1K |
| Quaker Wealth Management, LLC | 188.2K | $18M | −$130.9K | Added$485.7K |
| ARVEST INVESTMENTS, INC. | 186.9K | $17.8M | −$114.4K | Added$2.55M |
| Atria Investments, Inc | 186.3K | $17.8M | −$69.4K | Added$8.51M |
| U.S. Capital Wealth Advisors, LLC | 186.1K | $17.8M | −$123.6K | Added$1.25M |
| Silverleafe Capital Partners, LLC | 185.5K | $17.7M | −$23.5K | Added$14.6M |
| Steward Partners Investment Advisory, LLC | 183.9K | $17.6M | −$98.4K | Added$4.41M |
| BNP PARIBAS FINANCIAL MARKETS | 182.8K | $17.4M | −$77.4K | Added$7.1M |
| Atlas Private Wealth Advisors | 182.4K | $17.4M | −$128K | Added$308K |
| Jefferies Financial Group Inc. | 181.4K | $17.3M | — | New |
| Cordoba Advisory Partners LLC | 178K | $17M | −$118.7K | Added$1.14M |
| Prime Capital Investment Advisors, LLC | 176.5K | $16.8M | −$127.1K | Cut−$1.92M |
| CWM, LLC | 173.9K | $16.6M | $16.3M | Added$16.6M |
| Equitable Holdings, Inc. | 172.4K | $16.6M | −$3.39K | Added$3.19M |
| WLTH Capital Management, LLC | 172.8K | $16.5M | −$293.5K | Added$372K |
| Werba Rubin Papier Wealth Management | 172.6K | $16.5M | −$103K | Added$2.72M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 171.6K | $16.4M | −$44.3K | Added$10.4M |
| Madison Asset Management, LLC | 169.2K | $16.1M | −$118.1K | Added$375.8K |
| Mitsubishi UFJ Trust & Banking Corp | 168.5K | $16.1M | −$121.4K | Cut−$121.4K |
| Sound Financial Strategies Group, LLC | 166.3K | $15.9M | −$103.2K | Added$2.09M |
| RITHOLTZ WEALTH MANAGEMENT | 164.9K | $15.7M | −$118.8K | Cut−$999.5K |
| Allianz Asset Management GmbH | 162.9K | $15.6M | −$50.5K | Added$8.8M |
| SkyOak Wealth, LLC | 161.8K | $15.4M | −$100.6K | Added$2M |
| FORM Wealth Advisors, LLC | 160.2K | $15.3M | −$115.3K | Cut−$6.09M |
| SHERMAN PORFOLIOS, LLC | 158.6K | $15.1M | — | New |
| Sanctuary Advisors, LLC | 156.8K | $15M | −$59K | Added$7.09M |
| AmeriServ Wealth Advisors | 153.9K | $14.7M | −$110.8K | Cut−$1.32M |
| Strategic Equity Management | 153.6K | $14.7M | — | New |
| Strategic Point Investment Advisors, LLC | 153.6K | $14.7M | −$110.6K | Cut−$396.5K |
| Pacific Wealth Management | 152.2K | $14.5M | −$104.3K | Added$595.8K |
| Advisors Preferred, LLC | 151.9K | $14.5M | −$71.1K | Added$3.82M |
| Waverly Advisors, LLC | 151.8K | $14.5M | −$95.7K | Added$1.7M |
| JONES FINANCIAL COMPANIES LLLP | 150.1K | $14.2M | −$200.8K | Added$1.82M |
| Prospera Financial Services Inc | 146K | $13.9M | −$103.3K | Added$117.2K |
| TD PRIVATE CLIENT WEALTH LLC | 145.9K | $13.9M | −$98.8K | Added$731.7K |
| CIBC WORLD MARKET INC. | 144.5K | $13.8M | −$103.1K | Added$26.6K |
| MY Wealth Management Inc. | 142.7K | $13.6M | −$36.1K | Added$9.21M |
| PARAGON CAPITAL MANAGEMENT INC | 140.1K | $13.4M | −$88.6K | Added$1.55M |
| Heck Capital Advisors, LLC | 139K | $13.3M | −$83.7K | Added$2.09M |
| FIRST FOUNDATION ADVISORS | 138.9K | $13.3M | −$91K | Added$1.12M |
| MIDDLETON & CO INC/MA | 136.4K | $13M | −$93.9K | Added$484K |
| Lifestyle Asset Management, Inc. | 136.4K | $13M | — | New |
| Sollinda Capital Management LLC | 133.6K | $12.7M | −$88.9K | Added$874.8K |
| MERIDIAN MANAGEMENT CO | 131.4K | $12.5M | −$88.5K | Added$715.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | 131.1K | $12.5M | −$94.2K | Cut−$203K |
| Integrated Wealth Concepts LLC | 129.6K | $12.4M | −$67.6K | Added$3.34M |
| USA FINANCIAL FORMULAS | 129.2K | $12.3M | — | New |
| William Howard & Co Financial Advisors Inc | 128.7K | $12.3M | −$92.6K | Cut−$188.5K |
| Stratos Wealth Partners, LTD. | 126.9K | $12.1M | −$69.7K | Added$2.81M |
| Corient Private Wealth LLC | 156.6K | $12.1M | −$2.28M | Added$540.3K |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 125.1K | $11.9M | −$90.1K | Cut−$5.42M |
| Sicart Associates LLC | 124.6K | $11.9M | −$85.4K | Added$487.2K |
| Peak Asset Management, LLC | 124.3K | $11.9M | — | New |
| PINNACLE ASSOCIATES LTD | 123.5K | $11.8M | −$88.5K | Cut−$32K |
| LINCOLN CAPITAL CORP | 123.3K | $11.8M | −$88.4K | Cut−$37.5K |
| Spire Wealth Management | 121.1K | $11.6M | −$77.6K | Added$1.19M |
| Cadence Wealth Management LLC | 119.6K | $11.4M | −$59.8K | Added$3.43M |
| Net Worth Advisory Group | 119.5K | $11.4M | −$84.1K | Added$181.4K |
| AMG National Trust Bank | 119.4K | $11.4M | −$47.7K | Added$5.02M |
| Jessup Wealth Management, Inc | 117.2K | $11.2M | −$82.5K | Added$174.5K |
| Transamerica Financial Advisors, LLC | 117K | $11.2M | −$84.2K | Cut−$197.1K |
| FIRST NATIONAL BANK OF OMAHA | 116.7K | $11.1M | −$115.4K | Added$612.2K |
| Brookstone Capital Management | 116.1K | $11.1M | −$44.6K | Added$5.12M |
| Ameraudi Asset Management, Inc. | 114.7K | $10.9M | −$75.9K | Added$810.2K |
| Premier Path Wealth Partners, LLC | 114.6K | $10.9M | −$68.1K | Added$1.84M |
| Hudock, Inc. | 114.3K | $10.9M | −$81.3K | Added$52.6K |
| Private Advisor Group, LLC | 114K | $10.9M | −$73.1K | Added$1.11M |
| LITTLE HOUSE CAPITAL LLC | 113.6K | $10.8M | −$81.9K | Cut−$267K |
| 1607 Capital Partners, LLC | 112.6K | $10.7M | −$81K | Cut−$5.46M |
| Pallas Capital Advisors LLC | 108.4K | $10.3M | −$78K | Cut−$1.16M |
| Rothschild Wealth LLC | 107.5K | $10.3M | −$72.6K | Added$558.8K |
| Chicago Partners Investment Group LLC | 107.3K | $10.3M | −$44K | Added$454K |
| Northstar Advisory Group, LLC | 107.2K | $10.2M | −$77.2K | Cut−$13.4M |
| Vestmark Advisory Solutions, Inc. | 107.2K | $10.2M | −$21.7K | Added$7.33M |
| Modera Wealth Management, LLC | 106K | $10.1M | −$31.4K | Added$5.93M |
| LARCH CAPITAL PARTNERS LLC | 105.5K | $10.1M | — | New |
| Dorsey Wright & Associates | 103.2K | $9.85M | −$24.7K | Added$6.62M |
| High Note Wealth, LLC | 103K | $9.83M | −$74.2K | Cut−$170K |
| Strategic Financial Group, LLC | 101.2K | $9.66M | — | Held |
| SCOTIA CAPITAL INC. | 100K | $9.55M | −$62.6K | Added$1.18M |
| Goodman Advisory Group, LLC | 99.8K | $9.53M | −$71.9K | Cut−$418.5K |
| STABLEFORD CAPITAL II LLC | 99.6K | $9.51M | −$59.9K | Added$1.51M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 99.5K | $9.49M | −$68.1K | Added$398.5K |
| Bond & Devick Financial Network, Inc. | 99.1K | $9.45M | −$68.9K | Added$249.1K |
| Global Trust Asset Management, LLC | 98.9K | $9.44M | −$63.9K | Added$901.4K |
| Summit Wealth Partners, LLC | 98.5K | $9.4M | −$67K | Added$437.4K |
| GRAYBILL WEALTH MANAGEMENT, LTD. | 97K | $9.25M | −$68.2K | Added$140K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 95.1K | $9.08M | −$68.5K | Cut−$2.96M |
| Summit Asset Management, LLC | 94.7K | $9.04M | −$68.2K | Cut−$313.1K |
| SSI INVESTMENT MANAGEMENT LLC | 93.7K | $8.95M | −$45.1K | Added$2.92M |
| ELEVATION POINT WEALTH PARTNERS, LLC | 93.2K | $8.9M | −$9.41K | Added$7.64M |
| MTC Wealth Management LLC | 92.7K | $8.85M | −$61.6K | Added$615.5K |
| MILLENNIUM MANAGEMENT LLC | 92.2K | $8.8M | −$66.4K | Cut−$25.1M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 92.5K | $8.79M | −$126.9K | Cut−$5.3M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 91.5K | $8.73M | — | Held |
| Summit Financial, LLC | 91.2K | $8.71M | −$65.7K | Cut−$1.35M |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 90.7K | $8.66M | −$65.3K | Cut−$131.9K |
| CITIZENS FINANCIAL GROUP INC/RI | 89.8K | $8.57M | −$64.6K | Cut−$318.8K |
| Advisory Services Network, LLC | 89.7K | $8.56M | −$64.5K | Cut−$286.8K |
| SYNTAX RESEARCH, INC. | 88.5K | $8.44M | −$63.3K | Cut−$11.3K |
| Waterloo Capital, L.P. | 84.7K | $8.09M | −$61K | Cut−$5.05M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 84.6K | $8.07M | −$63.6K | Cut−$780.4K |
| Pinnacle Financial Partners, Inc. | 83.9K | $8.01M | −$60K | Cut−$13.6K |
| One Day In July LLC | 83.1K | $7.93M | −$59.6K | Cut−$29.3K |
| Dynasty Wealth Management, LLC | 81.1K | $7.74M | −$49.6K | Added$1.12M |
| PFG Advisors | 79.5K | $7.58M | −$57.2K | Cut−$8.01M |
| DIMENSION CAPITAL MANAGEMENT LLC | 79.3K | $7.56M | −$57.1K | Cut−$321.7K |
| TWO SIGMA SECURITIES, LLC | 78.9K | $7.53M | −$15.4K | Added$5.48M |
| Pinnacle Wealth Management Advisory Group, LLC | 78.9K | $7.53M | −$54.9K | Added$201.8K |
| SIG BROKERAGE, LP | 78.4K | $7.48M | — | New |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 78K | $7.45M | −$56.2K | Cut−$2.13M |
| SummitTX Capital, L.P. | 78K | $7.44M | −$56K | Cut−$33.7K |
| Tennessee Valley Asset Management Partners | 77.8K | $7.43M | −$52.2K | Added$452.6K |
| RPg Family Wealth Advisory, LLC | 76.8K | $7.33M | −$49.5K | Added$737.5K |
| Wealth Enhancement Trust Services, Inc. | 76.6K | $7.31M | −$54.9K | Cut−$21.7K |
| Thayer Partners, LLC / MA | 75.8K | $7.24M | −$52.8K | Added$184.2K |
Who left
- AlphaQuest LLC$97M
- Juniper Hill Capital Management LP$71.6M
- NewEdge Advisors, LLC$36.4M
- TTP Investments, Inc.$36.1M
- Nationwide Fund Advisors$24.2M
- PINNBROOK CAPITAL MANAGEMENT LP$18.6M
- TIAA TRUST, NATIONAL ASSOCIATION$18.6M
- SEVEN MILE ADVISORY$18.1M
- Cornerstone Planning, LLC$11.6M
- IFG Advisory, LLC$11.4M
- Altman Advisors, Inc.$7.17M
- Diversify Advisory Services, LLC$6.36M
- HM PAYSON & CO$6.14M
- CAPITAL INSIGHT PARTNERS, LLC$5.27M
- Headlands Technologies LLC$4.87M
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.