Stock
Reported value
$18.8B
Holders
1,212
+95 new · −84 exited
Holders’ est. mark
−$42.9M
Price effect on 236 books still in the name
Largest holder
$1.86B
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $336.8M
- Icahn Capital0.0% · $4.06M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 22.5M | $1.86B | −$5.63M | Cut−$346.5M |
| CAPTRUST FINANCIAL ADVISORS | 19.2M | $1.58B | −$4.5M | Added$96.7M |
| BANK OF AMERICA CORP /DE/ | 15.6M | $1.29B | −$3.05M | Added$282M |
| JPMORGAN CHASE & CO | 12.5M | $1.03B | −$3.4M | Added$153.2M |
| BlackRock, Inc. | 11.7M | $965.3M | −$2.92M | Cut−$162.2M |
| AMERIPRISE FINANCIAL INC | 6.4M | $528.9M | −$1.19M | Added$131.7M |
| LPL Financial LLC | 5.87M | $485M | −$1.47M | Cut−$36.6M |
| WELLS FARGO & COMPANY/MN | 5.71M | $471.9M | −$1.3M | Added$40.1M |
| Bank of New York Mellon Corp | 5.71M | $471.8M | −$1.39M | Added$12.3M |
| UBS Group AG | 4.82M | $398.3M | −$1.21M | Cut−$9.2M |
| RAYMOND JAMES FINANCIAL INC | 4.58M | $378.1M | −$1.07M | Added$25.6M |
| Fidelity | 4.08M | $336.8M | −$227.4K | Added$261.5M |
| BANK OF MONTREAL /CAN/ | 3.67M | $302.8M | −$837.1K | Added$25.6M |
| ENVESTNET ASSET MANAGEMENT INC | 3.59M | $296.4M | −$873.3K | Added$7.13M |
| ROYAL BANK OF CANADA | 3.52M | $290.3M | −$881K | Cut−$5.13M |
| ASSETMARK, INC | 3.18M | $262.2M | −$543.3K | Added$82.2M |
| PINEBRIDGE INVESTMENTS ASIA LTD | 2.74M | $226M | −$684.3K | Cut−$44.6M |
| Cerity Partners LLC | 2.5M | $206.7M | −$625.8K | Cut−$13.4M |
| PNC Financial Services Group, Inc. | 2.43M | $200.5M | −$514K | Added$30.2M |
| TRUIST FINANCIAL CORP | 2.3M | $190.2M | −$574.6K | Cut−$181.2K |
| STIFEL FINANCIAL CORP | 1.51M | $124.3M | −$345.9K | Added$9.93M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.48M | $122.3M | −$322.5K | Added$15.5M |
| Focus Partners Wealth | 1.25M | $103.2M | −$313K | Cut−$6.09M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.22M | $100.9M | −$305.6K | Cut−$943.5K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.09M | $90.1M | −$272.7K | Cut−$95.5M |
| Steward Partners Investment Advisory, LLC | 1.07M | $88.6M | −$268.3K | Cut−$33.4M |
| McElhenny Sheffield Capital Management, LLC | 1.07M | $87.9M | — | New |
| Wealthfront Advisers LLC | 1.01M | $83.8M | −$186.8K | Added$21.9M |
| GenWealth Group, Inc. | 996.3K | $82.3M | — | New |
| TFC Financial Management, Inc. | 990.7K | $81.8M | −$233.2K | Added$4.57M |
| OSAIC HOLDINGS, INC. | 977K | $80.7M | −$210.1K | Added$12.3M |
| Americana Partners, LLC | 954.7K | $78.8M | −$2.12K | Added$78.1M |
| Tanglewood Wealth Management, Inc. | 932.3K | $77M | −$1.84K | Added$76.4M |
| Lido Advisors, LLC | 929.8K | $76.8M | −$334.6K | Added$4.54M |
| Transmarket Holdings LP | 924.8K | $76.4M | −$122.5K | Added$35.8M |
| AIA Group Ltd | 890.1K | $73.5M | −$187.8K | Added$11.3M |
| Bleakley Financial Group, LLC | 883.4K | $72.9M | −$220.9K | Cut−$990.3K |
| GOLDMAN SACHS GROUP INC | 882.2K | $72.8M | −$220.6K | Cut−$20.1M |
| CWA Asset Management Group, LLC | 877.6K | $72.5M | −$214.6K | Added$1.37M |
| CITIGROUP INC | 834.6K | $68.9M | −$208.7K | Cut−$44.6M |
| TD PRIVATE CLIENT WEALTH LLC | 831.2K | $68.6M | −$207.8K | Cut−$6.61M |
| EVERGREEN CAPITAL MANAGEMENT LLC | 823.3K | $68M | −$184.1K | Added$6.99M |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 782.1K | $64.6M | −$186.2K | Added$2.9M |
| Quent Capital, LLC | 772.1K | $63.8M | −$161.3K | Added$10.3M |
| US BANCORP \DE\ | 765.3K | $63.2M | −$191.3K | Cut−$1.39M |
| GM Advisory Group, LLC | 757.4K | $62.5M | −$185.5K | Added$1.11M |
| BARCLAYS PLC | 749.9K | $61.9M | −$187.5K | Cut−$100.9M |
| HighTower Advisors, LLC | 749.1K | $61.9M | −$186.7K | Cut−$10.8M |
| ATWOOD & PALMER INC | 717.2K | $59.2M | −$173.8K | Added$1.66M |
| Amundi | 669.9K | $55.3M | −$167.5K | Cut−$192.3K |
| Mizuho Markets Cayman LP | 650K | $53.7M | −$162.5K | Cut−$68.2M |
| FIFTH THIRD BANCORP | 645.2K | $53.3M | −$72.9K | Added$29.1M |
| Mesirow Financial Investment Management, Inc. | 641.6K | $53M | −$44.2K | Added$38.2M |
| Cetera Investment Advisers | 613.5K | $50.7M | −$144.4K | Added$2.81M |
| SCOPUS ASSET MANAGEMENT, L.P. | 605.7K | $50M | −$151.4K | Cut−$151.4K |
| Fisher Asset Management, LLC | 604.8K | $49.9M | −$141.7K | Added$2.99M |
| MML INVESTORS SERVICES, LLC | 588.1K | $48.6M | −$147K | Cut−$14.2M |
| Pinnacle Financial Partners, Inc. | 575.1K | $47.5M | −$143.7K | Cut−$3.78M |
| GUGGENHEIM CAPITAL LLC | 573K | $47.3M | −$143.3K | Cut−$2.34M |
| America First Investment Advisors, LLC | 537K | $44.3M | −$126.3K | Added$2.49M |
| Silicon Valley Capital Partners | 512K | $42.3M | −$127.9K | Cut−$1.81M |
| STEPHENS INC /AR/ | 503.7K | $41.6M | −$121.3K | Added$1.41M |
| Modern Wealth Management, LLC | 469.8K | $38.7M | −$217K | Added$2.73M |
| Private Advisor Group, LLC | 448.9K | $37.1M | −$90.4K | Added$7.13M |
| Curi Capital, LLC | 436.6K | $36.1M | −$107.6K | Added$406.9K |
| M&T Bank Corp | 426.3K | $35.2M | −$92.9K | Added$4.44M |
| Rockefeller Capital Management L.P. | 423.1K | $34.9M | −$100.5K | Added$1.64M |
| Allspring Global Investments Holdings, LLC | 421.1K | $34.8M | −$105.3K | Cut−$2.4M |
| Dakota Wealth Management | 420K | $34.7M | −$99K | Added$1.9M |
| Farther Finance Advisors, LLC | 415.6K | $34.2M | −$159.5K | Added$7.8M |
| Advisors Preferred, LLC | 410.6K | $33.9M | — | New |
| KEYBANK NATIONAL ASSOCIATION/OH | 409.5K | $33.8M | −$90.8K | Added$3.75M |
| ZACKS INVESTMENT MANAGEMENT | 399.1K | $33M | −$91.1K | Added$2.77M |
| ANCHOR CAPITAL ADVISORS LLC | 398.8K | $32.9M | −$62.8K | Added$12.1M |
| Edge Wealth Management LLC | 390.5K | $32.2M | −$95.7K | Added$522.2K |
| SouthState Bank Corp | 387.6K | $32M | −$96.9K | Cut−$1.3M |
| Proficio Capital Partners LLC | 387.1K | $32M | −$96.8K | Cut−$17.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 441.7K | $31.9M | −$4.7M | Cut−$15.1M |
| Allianz SE | 365.4K | $30.2M | −$87.5K | Added$1.19M |
| Corient Private Wealth LLC | 355.5K | $29.2M | −$275.2K | Cut−$544.6K |
| Mariner, LLC | 352.7K | $29.1M | −$78.8K | Added$3.12M |
| Advisory Services Network, LLC | 340.7K | $28.1M | −$84.6K | Added$87.2K |
| Fiduciary Group, LLC | 337.8K | $27.9M | −$84.5K | Cut−$789.1K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 334.9K | $27.5M | −$6.64K | Added$26.6M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 332.2K | $27.3M | −$31.3K | Added$24.2M |
| Santa Clara Valley Transportation Authority | 329.5K | $27.2M | −$82.4K | Cut−$82.4K |
| ELEMENT POINTE ADVISORS, LLC | 326.6K | $27M | −$81.6K | Cut−$844K |
| FINANCIAL CONSULATE, INC | 323.3K | $26.7M | — | New |
| Strategic Investment Advisors / MI | 321.5K | $26.6M | −$37.3K | Added$11.9M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 319.3K | $26.4M | −$76.3K | Added$1.07M |
| Innova Wealth Partners | 318.1K | $26.3M | −$33.9K | Added$15M |
| Ashton Thomas Private Wealth, LLC | 312.3K | $25.8M | −$64.8K | Added$4.32M |
| COMMONWEALTH EQUITY SERVICES, LLC | 309.6K | $25.6M | −$72K | Added$1.71M |
| HERITAGE OAK WEALTH ADVISORS LLC | 309.2K | $25.5M | — | New |
| DRW Securities, LLC | 304.7K | $25.2M | −$25.1K | Added$16.9M |
| Sigma Planning Corp | 303.3K | $25M | −$79.9K | Added$644.7K |
| ALLIANCEBERNSTEIN L.P. | 299.9K | $24.8M | −$0 | Cut−$8.61M |
| SCOTIA CAPITAL INC. | 298.5K | $24.6M | −$73.7K | Added$7.61K |
| Birchcreek Wealth Management, LLC | 292.4K | $24.1M | −$71.1K | Added$589.9K |
| Moment Partners, LLC | 288K | $23.8M | — | New |
| Baird Financial Group, Inc. | 287.8K | $23.8M | −$68.2K | Added$1.18M |
| NIXON PEABODY TRUST CO | 282.1K | $23.3M | −$68K | Added$764.9K |
| OneDigital Investment Advisors LLC | 282K | $23.3M | −$70.4K | Cut−$1.33M |
| JOHNSON INVESTMENT COUNSEL INC | 279.5K | $23.1M | — | New |
| Kestra Advisory Services, LLC | 278.4K | $23M | −$55.2K | Added$4.7M |
| Kingsview Wealth Management, LLC | 271.1K | $22.4M | −$27K | Added$13.4M |
| Clarity Financial LLC | 262.2K | $21.6M | −$62.9K | Added$820.6K |
| Mader & Shannon Wealth Management, Inc. | 251.5K | $20.8M | −$98.1K | Cut−$7.08M |
| HSBC HOLDINGS PLC | 246.7K | $20.4M | −$61.6K | Added$226.7K |
| Cerity Partners OCIO LLC | 244.4K | $20.2M | −$18.9K | Added$13.9M |
| Dynamic Advisor Solutions LLC | 244.2K | $20.2M | −$61K | Cut−$1.56M |
| Kovitz Investment Group Partners, LLC | 243.2K | $20.1M | −$60.7K | Cut−$351.7K |
| Procyon Advisors, LLC | 241.4K | $19.9M | −$60.3K | Cut−$2.69M |
| JONES FINANCIAL COMPANIES LLLP | 236.6K | $19.5M | −$87.9K | Added$2.51M |
| Ascent Group, LLC | 234.8K | $19.4M | −$45.8K | Added$4.23M |
| CVS HEALTH Corp | 233.1K | $19.2M | — | New |
| Concurrent Investment Advisors, LLC | 228K | $18.8M | −$57.1K | Cut−$2.7M |
| Ballast, Inc. | 221.4K | $18.3M | −$53.6K | Added$528.9K |
| Virtue Capital Management, LLC | 213.6K | $17.6M | −$875.4K | Added$15.7M |
| Wealthspire Retirement, LLC | 211.8K | $17.5M | −$47.3K | Added$1.86M |
| INSIGHT 2811, INC. | 211.2K | $17.4M | −$52.1K | Added$182.5K |
| HUNTINGTON NATIONAL BANK | 210.5K | $17.4M | −$52.6K | Cut−$3.21M |
| CABOT WEALTH MANAGEMENT INC | 209.8K | $17.3M | −$50.7K | Added$537.4K |
| MBL Wealth, LLC | 207.1K | $17.1M | −$48.5K | Added$1.04M |
| Portfolio Design Labs, LLC | 206K | $17M | −$36.9K | Added$4.78M |
| Global Trust Asset Management, LLC | 202.8K | $16.7M | −$46.1K | Added$1.48M |
| DT Investment Partners, LLC | 200.3K | $16.5M | −$47.8K | Added$712.9K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 199.9K | $16.5M | −$54.2K | Cut−$4.67M |
| MONTAG A & ASSOCIATES INC | 199.9K | $16.5M | −$45K | Added$1.58M |
| Orion Porfolio Solutions, LLC | 199.5K | $16.5M | −$49.9K | Cut−$1.44M |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 194.1K | $16M | −$83.3K | Cut−$2.82M |
| MEEDER ASSET MANAGEMENT INC | 184.7K | $15.3M | −$46.2K | Cut−$46.2K |
| Hughes Financial Services, LLC | 180.1K | $14.9M | −$43.9K | Added$341K |
| CLEAR WAVE WEALTH MANAGEMENT LLC | 179.3K | $14.8M | — | Held |
| StrongBox Wealth, LLC | 178.3K | $14.7M | −$41.1K | Added$1.1M |
| Elevate Capital Advisors, LLC | 176.9K | $14.6M | −$15.6K | Added$9.44M |
| CAMDEN NATIONAL BANK | 174.1K | $14.4M | −$39.1K | Added$1.42M |
| Ifrah Financial Services, Inc. | 172.6K | $14.3M | −$38.1K | Added$1.65M |
| Salomon & Ludwin, LLC | 170.9K | $14.2M | $7.12K | Added$1.53M |
| Pallas Capital Advisors LLC | 171.4K | $14.2M | — | New |
| MONEY CONCEPTS CAPITAL CORP | 167.6K | $13.8M | −$13.3K | Added$9.42M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 162.5K | $13.4M | −$36.4K | Added$1.34M |
| MERCER GLOBAL ADVISORS INC /ADV | 161.5K | $13.3M | −$40.4K | Cut−$1.94M |
| Members Advisory Group LLC | 161.4K | $13.3M | — | New |
| 1832 Asset Management L.P. | 157.4K | $13M | −$38.5K | Added$256.6K |
| LEUTHOLD GROUP, LLC | 157K | $13M | −$38.7K | Added$130K |
| Archford Capital Strategies, LLC | 155.7K | $12.9M | −$7.72K | Added$10.3M |
| Barry Investment Advisors, LLC | 155K | $12.8M | −$32.5K | Added$2.03M |
| IFP Advisors, Inc | 154.8K | $12.8M | −$27.7K | Added$3.6M |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 153.1K | $12.6M | −$38.3K | Cut−$938.7K |
| AdvisorNet Financial, Inc | 152.5K | $12.6M | −$37.6K | Added$135.5K |
| D.A. DAVIDSON & CO. | 152.5K | $12.6M | −$33K | Added$1.67M |
| CAMBIENT FAMILY OFFICE, LLC | 149.8K | $12.4M | −$37.5K | Cut−$1.63M |
| Integrated Wealth Concepts LLC | 147.4K | $12.2M | −$36.3K | Added$156.6K |
| Argent Advisors, Inc. | 146.7K | $12.1M | −$36.2K | Added$136.9K |
| Parkway Wealth Management Group, LLC | 146.7K | $12.1M | −$52.5K | Added$665.4K |
| Clearstead Advisors, LLC | 145.7K | $12M | −$21.7K | Added$4.82M |
| Capital Investment Services of America, Inc. | 144.3K | $11.9M | −$36.1K | Cut−$94.1K |
| CRITERIA CAIXA, S.A.U. | 2M | $11.8M | $12K | Added$12K |
| BNP PARIBAS FINANCIAL MARKETS | 142.6K | $11.8M | −$29.5K | Added$2.01M |
| Creative Planning | 141.8K | $11.7M | −$35.5K | Cut−$1.2M |
| FIRST AMERICAN TRUST, FSB | 137.6K | $11.4M | −$33.2K | Added$379K |
| Net Worth Advisory Group | 135.6K | $11.2M | −$33.3K | Added$147.3K |
| CWM, LLC | 133.1K | $11M | $10.1M | Added$11M |
| Northstar Advisory Group, LLC | 129K | $10.7M | — | New |
| Brookstone Capital Management | 128.2K | $10.6M | −$27.9K | Added$1.35M |
| MORRIS FINANCIAL CONCEPTS, INC. | 127.6K | $10.5M | −$29.4K | Added$795.4K |
| BEARING POINT CAPITAL, LLC | 127.5K | $10.5M | −$29.7K | Added$706.6K |
| MAI Capital Management | 124.7K | $10.3M | −$31.1K | Cut−$5.72M |
| MBA Advisors LLC | 124.1K | $10.2M | −$28.1K | Added$945.2K |
| JAMES INVESTMENT RESEARCH, INC. | 122.5K | $10.1M | −$30.6K | Cut−$323.2K |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 122.4K | $10.1M | −$30.6K | Cut−$174.3K |
| Mirae Asset Global Investments Co., Ltd. | 119.7K | $9.89M | −$29.2K | Added$214.4K |
| Pointe Capital Management LLC | 118.5K | $9.79M | −$27.3K | Added$740.2K |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 117.9K | $9.73M | −$26.6K | Added$923.9K |
| McKinley Carter Wealth Services, Inc. | 116K | $9.57M | −$6.11K | Added$7.55M |
| LITTLE HOUSE CAPITAL LLC | 115.9K | $9.57M | −$18.8K | Added$3.36M |
| Everstar Asset Management, LLC | 115.2K | $9.51M | −$28.8K | Cut−$351.5K |
| Envestnet Portfolio Solutions, Inc. | 114.8K | $9.48M | −$28.7K | Cut−$1.35M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 114.3K | $9.44M | −$28.6K | Cut−$654.4K |
| World Investment Advisors | 114K | $9.41M | −$28.5K | Cut−$229.4K |
| Pure Financial Advisors, LLC | 113.8K | $9.4M | −$27K | Added$451.6K |
| GRAYBILL WEALTH MANAGEMENT, LTD. | 113.2K | $9.35M | −$26.9K | Added$450.9K |
| Alamar Capital Management, LLC | 113.2K | $9.35M | −$24.2K | Added$1.32M |
| BECKER CAPITAL MANAGEMENT INC | 112.2K | $9.26M | −$15.7K | Added$4.07M |
| Buttonwood Financial Advisors Inc. | 110.7K | $9.14M | −$26.3K | Added$437.1K |
| Symmetry Partners, LLC | 110K | $9.08M | −$26.8K | Added$201.3K |
| Dogwood Wealth Management LLC | 107.4K | $8.87M | −$25.6K | Added$393.5K |
| LWM ADVISORS INC | 107.3K | $8.86M | −$26.7K | Added$26.6K |
| JFS WEALTH ADVISORS, LLC | 106.6K | $8.8M | −$26.7K | Cut−$601.2K |
| Spectrum Strategic Capital Management, LLC | 106.6K | $8.8M | −$26.6K | Cut−$91.9K |
| Invariant Investment Management | 106.4K | $8.77M | −$41.5K | Cut−$113.4K |
| Members Trust Co | 105.5K | $8.71M | −$26.4K | Cut−$423.2K |
| Aptus Capital Advisors, LLC | 105K | $8.67M | −$26.3K | Cut−$7.78M |
| NerdWallet Wealth Partners, LLC | 103.7K | $8.56M | −$26.1K | Cut−$684.7K |
| Beacon Wealthcare LLC | 103.5K | $8.55M | −$25.3K | Added$166.5K |
| Waverly Advisors, LLC | 103K | $8.5M | −$17.4K | Added$2.74M |
| NATIONAL BANK OF CANADA /FI/ | 102.1K | $8.43M | −$19.5K | Added$2.48M |
| SILVER OAK SECURITIES, INCORPORATED | 101.9K | $8.41M | −$26.1K | Added$674.1K |
| Premier Path Wealth Partners, LLC | 101.7K | $8.4M | −$25.5K | Cut−$1.17M |
| Midwest Heritage Bank, FSB | 101K | $8.34M | −$20.5K | Added$1.55M |
| Shira Ridge Wealth Management | 100.4K | $8.29M | −$12.4K | Added$4.19M |
| Eley Financial Management, Inc | 100.3K | $8.28M | −$24.4K | Added$187.9K |
| Tidal Investments LLC | 99.8K | $8.24M | — | New |
| National Philanthropic Trust | 97.8K | $8.07M | −$22.1K | Added$740.2K |
| KFA Private Wealth Group, LLC | 97.5K | $8.05M | −$23K | Added$411.7K |
| PRINCIPAL SECURITIES, INC. | 97.2K | $8.03M | −$9.81K | Added$4.77M |
| Bulltick Wealth Management, LLC | 97K | $8.01M | −$20.1K | Added$1.34M |
| Spire Wealth Management | 96.3K | $7.96M | −$23.7K | Added$100.1K |
| Heck Capital Advisors, LLC | 95.6K | $7.9M | −$23.9K | Cut−$1.89M |
| Mutual Advisors, LLC | 95.4K | $7.88M | −$22.6K | Added$400.4K |
| ANGELES WEALTH MANAGEMENT, LLC | 95K | $7.84M | −$23.7K | Cut−$1.24M |
| Equitable Holdings, Inc. | 94.3K | $7.81M | −$2.46K | Added$870.3K |
| Cascade Financial Partners, LLC | 93.9K | $7.75M | −$23.5K | Cut−$5.33M |
| First Heartland Consultants, Inc. | 92.1K | $7.61M | −$5.79K | Added$5.69M |
| Independence Financial Advisors, LLC | 90.9K | $7.51M | −$22.1K | Added$181.2K |
| Sanctuary Advisors, LLC | 90.5K | $7.47M | −$22.6K | Cut−$776.6K |
| DURANTE & WATERS, LLC | 90.3K | $7.46M | −$22.6K | Cut−$108.1K |
| Jaffetilchin Investment Partners, LLC | 89.8K | $7.42M | −$22.5K | Cut−$20.3M |
| Ancora Advisors LLC | 89.7K | $7.41M | −$22.4K | Cut−$366.4K |
| Values First Advisors, Inc. | 89.4K | $7.38M | −$21.8K | Added$146.9K |
| BayBridge Capital Group, LLC | 88.7K | $7.34M | $0 | Held |
| Well Done, LLC | 88.2K | $7.28M | −$15.4K | Added$2.17M |
| OPPENHEIMER ASSET MANAGEMENT INC. | 88.2K | $7.28M | −$18K | Added$1.33M |
| Cerro Pacific Wealth Advisors LLC | 87.2K | $7.2M | −$19.1K | Added$841.6K |
| Vestmark Advisory Solutions, Inc. | 86.1K | $7.11M | −$21.5K | Cut−$422K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 85.8K | $7.08M | −$21.3K | Added$42.7K |
| NBT BANK N A /NY | 85.3K | $7.05M | −$21.3K | Cut−$523.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | 85.2K | $7.03M | −$19.9K | Added$566.3K |
| BRADY FAMILY WEALTH, LLC | 85K | $7.02M | −$18K | Added$1.06M |
| Allianz Asset Management GmbH | 84.8K | $7M | −$14K | Added$2.37M |
| Independent Solutions Wealth Management, LLC | 84.8K | $7M | −$20.2K | Added$304.6K |
| Donoghue Forlines LLC | 84.5K | $6.98M | — | New |
| DAVENPORT & Co LLC | 84.4K | $6.97M | −$21.1K | Cut−$117.6K |
| ALTERNA WEALTH MANAGEMENT, INC | 83.6K | $6.9M | −$19K | Added$610.2K |
| &PARTNERS | 83.5K | $6.9M | −$9.63K | Cut−$407.9K |
| PATTEN & PATTEN INC/TN | 83.4K | $6.88M | −$20.8K | Cut−$359.2K |
| Boltwood Capital Management | 83.3K | $6.88M | −$19.8K | Added$336.5K |
| Napier Financial, LLC | 83.3K | $6.87M | −$20.8K | Cut−$52.8K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 81.8K | $6.75M | −$18.9K | Added$493.5K |
| Broyhill Asset Management, LLC | 81.7K | $6.75M | −$20.4K | Cut−$1.76M |
| Perigon Wealth Management, LLC | 81.4K | $6.72M | −$19.7K | Added$183.2K |
| Lake Hills Wealth Management, LLC | 80.6K | $6.66M | −$20.2K | Cut−$12.3M |
| Kooman & Associates | 79.9K | $6.6M | −$19.5K | Added$144.3K |
| SevenBridge Financial Group, LLC | 79.2K | $6.53M | −$27.6K | Cut−$282.8K |
| SYNTAX RESEARCH, INC. | 79K | $6.53M | −$19.7K | Cut−$17K |
| Sugar Maple Asset Management, LLC | 78.9K | $6.52M | −$19.6K | Added$29.3K |
| Balefire, LLC | 78.3K | $6.46M | −$19.5K | Cut−$4.44M |
| Larson Financial Group LLC | 76.4K | $6.31M | −$9.96K | Added$3.02M |
| Bouvel Investment Partners, LLC | 76.1K | $6.29M | −$19K | Cut−$157.8K |
Who left
- Nuveen, LLC$29M
- VICTORY CAPITAL MANAGEMENT INC$28.1M
- NewEdge Advisors, LLC$12.4M
- Citadel$10.4M
- TWO SIGMA SECURITIES, LLC$7.97M
- Crossmark Global Holdings, Inc.$6.84M
- ARVEST INVESTMENTS, INC.$5.75M
- Vernal Point Advisors, LLC$2.63M
- Jump Financial, LLC$2.56M
- SYKON CAPITAL LLC$2.48M
- Capital Advisory Group Advisory Services, LLC$2.39M
- J.W. COLE ADVISORS, INC.$2.29M
- OLD MISSION CAPITAL LLC$2.07M
- EQ LLC$1.74M
- DAVIS-REA LTD.$1.69M
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.