Stock
Reported value
$14.1B
Holders
1,162
+55 new · −99 exited
Holders’ est. mark
−$880.1M
Price effect on 244 books still in the name
Largest holder
$2.55B
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $150.7M
- Icahn Capital0.0% · $2.81M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 19.9M | $2.55B | −$171.1M | Cut−$106.8M |
| BANK OF AMERICA CORP /DE/ | 7.1M | $909.7M | −$62.6M | Cut−$61.5M |
| ENVESTNET ASSET MANAGEMENT INC | 5.77M | $739.6M | −$50.9M | Cut−$83.1M |
| WELLS FARGO & COMPANY/MN | 5.14M | $658M | −$45.3M | Cut−$67.7M |
| First Command Advisory Services, Inc. | 3.95M | $506.2M | −$33.9M | Cut−$19.5M |
| JONES FINANCIAL COMPANIES LLLP | 2.85M | $356.4M | −$34.1M | Cut−$291.6M |
| UBS Group AG | 2.75M | $352.5M | −$20.9M | Added$28.2M |
| LPL Financial LLC | 2.64M | $338.8M | −$23.1M | Cut−$19.5M |
| AMERIPRISE FINANCIAL INC | 2.6M | $332.8M | −$23.4M | Cut−$48.3M |
| PNC Financial Services Group, Inc. | 2.43M | $311.9M | −$21.5M | Cut−$24.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.25M | $288.7M | −$19.9M | Cut−$26.3M |
| Cassaday & Co Wealth Management LLC | 2.18M | $279.9M | −$18.9M | Cut−$13.6M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 2.1M | $269.6M | −$17.6M | Cut−$3.37M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1.97M | $253M | — | Held |
| Envestnet Portfolio Solutions, Inc. | 1.65M | $211.1M | −$14.5M | Cut−$46.5M |
| COMMERCE BANK | 1.62M | $207.3M | −$14.3M | Cut−$20.1M |
| US BANCORP \DE\ | 1.58M | $202.8M | −$14M | Cut−$14.2M |
| FIRST CITIZENS BANK & TRUST CO | 1.53M | $196.5M | −$13.5M | Cut−$42.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.42M | $181.4M | −$12.4M | Cut−$11M |
| Cullen/Frost Bankers, Inc. | 1.27M | $163.2M | −$11.2M | Cut−$34M |
| Fidelity | 1.18M | $150.7M | −$10.4M | Cut−$10.8M |
| OSAIC HOLDINGS, INC. | 1.17M | $150.1M | −$10.4M | Cut−$12.8M |
| RAYMOND JAMES FINANCIAL INC | 1.04M | $132.5M | −$9.4M | Cut−$6.6M |
| Financial Advisory Corp | 783K | $100.3M | −$6.64M | Cut−$2.74M |
| ROYAL BANK OF CANADA | 755.6K | $96.8M | −$6.67M | Cut−$23.4M |
| Cetera Investment Advisers | 690K | $88.4M | −$6.09M | Cut−$9.84M |
| Mariner, LLC | 674.6K | $86.4M | −$5.88M | Cut−$4.78M |
| Focus Partners Wealth | 657.8K | $84.3M | −$5.75M | Cut−$5.02M |
| TRUIST FINANCIAL CORP | 637.9K | $81.7M | −$5.63M | Cut−$13.1M |
| CIBC Bancorp USA Inc. | 632.1K | $81M | — | Held |
| American Family Investments, Inc. | 620.5K | $79.5M | −$4.95M | Added$2.58M |
| Pacific Life Fund Advisors LLC | 606.8K | $77.7M | −$5.35M | Cut−$11.6M |
| JPMORGAN CHASE & CO | 606.8K | $75M | −$8.08M | Cut−$9.65M |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 551K | $70.6M | −$4.75M | Cut−$3.16M |
| STEPHENS INC /AR/ | 523.4K | $67.1M | −$4.62M | Cut−$8.25M |
| FIFTH THIRD BANCORP | 511K | $65.5M | −$1.78M | Added$37.8M |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 504.7K | $64.7M | −$4.42M | Cut−$4M |
| GOLDMAN SACHS GROUP INC | 439.6K | $56.3M | −$3.49M | Added$2.16M |
| Rodgers & Associates, LTD | 431K | $55.2M | −$3.63M | Cut−$1.16M |
| Creative Planning | 423.4K | $54.2M | −$3.71M | Cut−$3.37M |
| JOHNSON INVESTMENT COUNSEL INC | 403.2K | $51.7M | −$3.56M | Cut−$3.56M |
| Wescott Financial Advisory Group, LLC | 337.9K | $43.3M | −$2.98M | Cut−$2.92M |
| AMG National Trust Bank | 337.5K | $43.2M | −$2.84M | Cut−$894.5K |
| Truepoint, Inc. | 336.3K | $43.1M | −$2.52M | Added$4.03M |
| Krilogy Financial LLC | 306.5K | $41.4M | −$1.29M | Added$2M |
| CONGRESS ASSET MANAGEMENT CO | 311.2K | $39.9M | −$2.74M | Cut−$22.9M |
| M&T Bank Corp | 305.5K | $39.1M | −$2.69M | Cut−$2.58M |
| BNP PARIBAS FINANCIAL MARKETS | 299.3K | $38.3M | −$2.64M | Cut−$9.63M |
| Mesirow Financial Investment Management, Inc. | 278.5K | $35.7M | −$788.5K | Added$23.4M |
| Cedar Mountain Advisors, LLC | 273.3K | $35M | −$2.41M | Cut−$2.44M |
| BANK OF HAWAII | 261.4K | $33.5M | −$2.24M | Cut−$1.27M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 256.6K | $32.9M | −$2.15M | Cut−$489K |
| Pinnacle Financial Partners, Inc. | 253.7K | $32.5M | −$2.24M | Cut−$3.6M |
| Badgley Phelps Wealth Managers, LLC | 247.1K | $31.7M | −$2.12M | Cut−$1.26M |
| Baird Financial Group, Inc. | 244.9K | $31.4M | −$2.16M | Cut−$14.5M |
| HighTower Advisors, LLC | 242.7K | $31.1M | −$2.07M | Cut−$1.13M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 239.3K | $30.6M | −$1.49M | Added$7.45M |
| Rockefeller Capital Management L.P. | 228.7K | $29.3M | −$2.01M | Cut−$1.9M |
| BOKF, NA | 225.6K | $28.9M | −$1.63M | Added$3.64M |
| Orion Porfolio Solutions, LLC | 209.7K | $26.9M | −$1.85M | Cut−$4.71M |
| OPPENHEIMER & CO INC | 200.4K | $25.7M | −$1.77M | Cut−$2.33M |
| Kestra Advisory Services, LLC | 197.4K | $25.3M | −$1.67M | Cut−$621.1K |
| RTD Financial Advisors, Inc. | 193.8K | $24.8M | −$1.71M | Cut−$3.22M |
| BROWN ADVISORY INC | 193.8K | $24.8M | −$1.43M | Added$2.67M |
| Lido Advisors, LLC | 193.2K | $24.8M | −$2.05M | Cut−$3.59M |
| EP Wealth Advisors, LLC | 192.1K | $24.6M | −$1.67M | Cut−$1.37M |
| Steward Partners Investment Advisory, LLC | 190.8K | $24.4M | −$1.55M | Added$437.3K |
| Parkway Wealth Management Group, LLC | 184.1K | $24.2M | −$895.9K | Added$2.01M |
| BANK OF MONTREAL /CAN/ | 177.5K | $22.7M | −$1.57M | Cut−$3.58M |
| SVB WEALTH LLC | 177.3K | $22.7M | −$1.56M | Cut−$2.75M |
| Accredited Investors Inc. | 176.1K | $22.6M | −$1.55M | Cut−$3.05M |
| Washington Trust Bank | 175K | $22.4M | −$1.46M | Cut−$257.6K |
| Waverly Advisors, LLC | 173.7K | $22.3M | −$1.53M | Cut−$1.86M |
| HSBC HOLDINGS PLC | 173.5K | $22.2M | −$1.49M | Cut−$886.8K |
| KEYBANK NATIONAL ASSOCIATION/OH | 172.1K | $22.1M | −$1.51M | Cut−$1.45M |
| STIFEL FINANCIAL CORP | 162.5K | $20.8M | −$1.43M | Cut−$1.39M |
| MAI Capital Management | 162.3K | $20.8M | −$1.43M | Cut−$4.94M |
| Midwest Trust Co | 159.6K | $20.4M | −$1.37M | Cut−$818.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 157.3K | $20.1M | −$1.3M | Cut−$96K |
| TIAA TRUST, NATIONAL ASSOCIATION | 156.9K | $20.1M | −$1.39M | Cut−$304.4M |
| Falcon Wealth Planning | 146.3K | $18.7M | −$1.13M | Added$1.14M |
| Whitaker-Myers Wealth Managers, LTD. | 143.3K | $18.4M | −$1.2M | Cut−$241K |
| Mechanics Bank Trust Department | 139.7K | $17.9M | −$1.23M | Cut−$1.21M |
| Allworth Financial LP | 139.3K | $17.9M | −$1.23M | Cut−$1.2M |
| Corient Private Wealth LLC | 139K | $17.8M | −$1.32M | Cut−$5.29M |
| Wealthspire Advisors, LLC | 138.4K | $17.7M | −$1.22M | Cut−$1.66M |
| MML INVESTORS SERVICES, LLC | 135.3K | $17.3M | −$1.19M | Cut−$4.51M |
| NORTHERN TRUST CORP | 135.1K | $17.3M | −$1.19M | Cut−$1.55M |
| Private Advisor Group, LLC | 123.9K | $15.9M | −$1.09M | Cut−$2.44M |
| DIVERSIFIED MANAGEMENT INC | 123.1K | $15.8M | −$1.08M | Cut−$953.3K |
| CAPTRUST FINANCIAL ADVISORS | 121K | $15.5M | −$1.03M | Cut−$423.2K |
| Bank of New York Mellon Corp | 120.4K | $15.4M | −$1.03M | Cut−$543K |
| AE Wealth Management LLC | 119.4K | $15.3M | −$839.8K | Added$2.26M |
| StoryOne LLC | 0 | $15.2M | — | Added$930.2K |
| Stonebridge Financial Group, LLC | 117.7K | $15.1M | −$987.7K | Cut−$260.9K |
| HUB Investment Partners, LLC | 116.9K | $15M | −$941.2K | Added$362.2K |
| JMG Financial Group, Ltd. | 114.6K | $14.7M | −$1M | Cut−$860.4K |
| Curi Capital, LLC | 113.1K | $14.5M | −$996.7K | Cut−$989.1K |
| Avantax Planning Partners, Inc. | 111.8K | $14.3M | −$986K | Cut−$1.34M |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 104.6K | $14.3M | −$55.4K | Cut−$569.7K |
| Bishop & Co Investment Management, LLC | 101.7K | $13M | −$896.6K | Cut−$6.64M |
| Forvis Mazars Wealth Advisors, LLC | 101.3K | $13M | −$893.4K | Cut−$1.59M |
| Connecticut Wealth Management, LLC | 100.9K | $12.9M | −$889K | Cut−$875.1K |
| Pathstone Holdings, LLC | 100.2K | $12.8M | −$817K | Added$149.7K |
| SOUTHERN CAPITAL ADVISORS, LLC | 99.8K | $12.8M | −$787.2K | Added$558.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 98.8K | $12.8M | −$1.25M | Cut−$4.26M |
| Sanctuary Advisors, LLC | 98.8K | $12.7M | −$871.6K | Cut−$1.74M |
| VestGen Advisors, LLC | 91.9K | $12.6M | −$26.5K | Added$52.7K |
| CANANDAIGUA NATIONAL CORP | 97.7K | $12.5M | — | Held |
| LMG Wealth Partners, LLC | 96.4K | $12.4M | −$850.7K | Cut−$1.25M |
| &PARTNERS | 93.6K | $12.1M | −$813.5K | Cut−$888.7K |
| FARMERS & MERCHANTS INVESTMENTS INC | 93.5K | $12M | −$824.7K | Cut−$824.7K |
| Heck Capital Advisors, LLC | 92.4K | $11.8M | −$735.9K | Added$418.1K |
| First Citizens Asset Management, Inc. | 90.3K | $11.6M | −$796.2K | Cut−$1.98M |
| NorthRock Partners, LLC | 89.8K | $11.5M | −$792.4K | Cut−$893.4K |
| Mill Creek Capital Advisors, LLC | 83.9K | $10.8M | −$740.2K | Cut−$1.25M |
| Summit Financial, LLC | 83.7K | $10.7M | −$317.6K | Added$5.79M |
| WestHill Financial Advisors, Inc. | 83.4K | $10.7M | −$674K | Added$222.3K |
| XML Financial, LLC | 82.6K | $10.6M | −$710.1K | Cut−$448K |
| Occidental Asset Management, LLC | 80.8K | $10.4M | −$712.7K | Cut−$1.94M |
| Prosperity Consulting Group, LLC | 80.7K | $10.3M | −$673.8K | Cut−$118.7K |
| Nuveen, LLC | 79.1K | $10.1M | −$627.6K | Added$396.1K |
| IFP Advisors, Inc | 79.1K | $10.1M | −$653.4K | Cut−$6.57K |
| Whitegate Investment Counselors, Inc. | 78.9K | $10.1M | −$695.7K | Cut−$715.2K |
| Argent Trust Co | 78.8K | $10.1M | −$695K | Cut−$894.9K |
| First National Trust Co | 78.3K | $10M | −$656.2K | Cut−$150.1K |
| Legacy Edge Advisors, LLC | 78.2K | $10M | −$689.6K | Cut−$688K |
| Cerity Partners LLC | 77.4K | $9.93M | −$612.4K | Added$240.8K |
| FIRST HORIZON CORP | 75.7K | $9.69M | −$541K | Added$1.29M |
| Corundum Group, Inc. | 75.5K | $9.67M | −$604.9K | Added$280.2K |
| Sterling Capital Management LLC | 75.5K | $9.67M | −$601.9K | Added$323.8K |
| MidFirst Bank | 73.9K | $9.46M | −$651.4K | Cut−$946.5K |
| Summit Trail Advisors, LLC | 72.7K | $9.31M | −$25.1K | Added$8.92M |
| PETRA FINANCIAL ADVISORS INC | 72.1K | $9.24M | −$624K | Cut−$451.1K |
| Sentinel Advisory Group, LLC | 67.4K | $8.63M | — | Held |
| Private Wealth Asset Management, LLC | 67.3K | $8.62M | −$545.2K | Added$157.8K |
| STOCK YARDS BANK & TRUST CO | 67.1K | $8.6M | −$571.3K | Cut−$273.2K |
| FIRST MERCHANTS CORP | 66.5K | $8.52M | −$586.5K | Cut−$884K |
| FIRST FOUNDATION ADVISORS | 66.2K | $8.48M | −$575.4K | Cut−$458.4K |
| CONNING INC. | 65.6K | $8.41M | −$432.4K | Added$1.69M |
| KMG FIDUCIARY PARTNERS, LLC | 65.1K | $8.34M | −$561.4K | Cut−$373.2K |
| Crescent Grove Advisors, LLC | 61.3K | $7.86M | −$540.9K | Cut−$540.5K |
| SUMMIT WEALTH GROUP LLC / CO | 60.7K | $7.81M | −$194.2K | Added$4.62M |
| STEVENS CAPITAL PARTNERS | 60.1K | $7.7M | −$520.5K | Cut−$380.5K |
| Sterling Manor Financial, LLC | 58.7K | $7.52M | −$510.9K | Cut−$409.2K |
| Clear Harbor Asset Management, LLC | 58.6K | $7.51M | −$516.7K | Cut−$603.5K |
| UMB Bank, n.a. | 57.8K | $7.4M | −$509.5K | Cut−$2.03M |
| GHP Investment Advisors, Inc. | 57.6K | $7.38M | −$508K | Cut−$598.7K |
| Advisors Capital Management, LLC | 56.9K | $7.29M | −$423.3K | Added$718.5K |
| Stratos Wealth Partners, LTD. | 55.5K | $7.1M | −$489K | Cut−$840.7K |
| MERCER GLOBAL ADVISORS INC /ADV | 54.4K | $6.97M | −$438.4K | Added$164.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 53.4K | $6.85M | −$118.3K | Added$5.01M |
| CONDOR CAPITAL MANAGEMENT | 53.2K | $6.81M | −$451.1K | Cut−$190.5K |
| Mainsail Financial Group, LLC | 53.1K | $6.8M | −$444.7K | Cut−$99.8K |
| CWM, LLC | 53.1K | $6.8M | $6.79M | Added$6.79M |
| Powell Investment Advisors, LLC | 52.2K | $6.69M | −$455.4K | Cut−$381.9K |
| Modera Wealth Management, LLC | 51.1K | $6.55M | −$450.6K | Cut−$627.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 49.7K | $6.37M | −$191K | Added$3.41M |
| Clearstead Advisors, LLC | 49.3K | $6.32M | −$435.1K | Cut−$641.1K |
| McAdam, LLC | 48.5K | $6.21M | −$404.2K | Cut−$62.1K |
| FARMERS TRUST CO | 47.8K | $6.13M | −$26.1K | Added$5.72M |
| VANCE WEALTH, LLC | 47.5K | $6.08M | −$406.9K | Cut−$237.2K |
| Farther Finance Advisors, LLC | 47K | $6.06M | −$188.6K | Added$2.89M |
| Fifth Third Securities, Inc. | 47.3K | $6.06M | −$416.3K | Cut−$407.6K |
| BLAIR WILLIAM & CO/IL | 47K | $6.02M | −$392.6K | Cut−$78.1K |
| HUNTINGTON NATIONAL BANK | 46.8K | $6M | −$241.1K | Added$2.26M |
| TICINO WEALTH | 39.6K | $5.98M | $552.2K | Added$95.3K |
| HARBOUR INVESTMENTS, INC. | 46.4K | $5.95M | −$322.7K | Added$937.2K |
| GLOBALT Investments LLC / GA | 46.3K | $5.93M | −$408.1K | Cut−$46.1M |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 45.6K | $5.84M | −$401.8K | Cut−$449.8K |
| OLD NATIONAL BANCORP /IN/ | 45K | $5.76M | −$386.7K | Cut−$239.2K |
| FIDELIS CAPITAL PARTNERS, LLC | 44.5K | $5.71M | −$392.8K | Cut−$487.5K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44.2K | $5.67M | −$390.2K | Cut−$570.4K |
| KINGSWOOD WEALTH ADVISORS, LLC | 44.2K | $5.66M | −$327.4K | Added$578.8K |
| rebel Financial LLC | 43.8K | $5.61M | −$360.1K | Added$15.1K |
| Hilltop National Bank | 43.6K | $5.59M | −$382.8K | Cut−$353.5K |
| TAGStone Capital, Inc. | 43.5K | $5.57M | −$383.9K | Cut−$413.6K |
| Beacon Pointe Advisors, LLC | 43.2K | $5.54M | −$307.2K | Added$772.1K |
| INVESTMENT PARTNERS, LTD. | 43.1K | $5.52M | −$380K | Cut−$400.3K |
| Sigma Planning Corp | 43K | $5.51M | −$370.9K | Cut−$108.9K |
| Focus Partners Advisor Solutions, LLC | 42.6K | $5.46M | −$375.9K | Cut−$1.6M |
| Freestone Capital Holdings, LLC | 42.4K | $5.43M | −$373.9K | Cut−$911.9K |
| Quantinno Capital Management LP | 41.4K | $5.31M | −$365.4K | Cut−$400.4K |
| REGIONS FINANCIAL CORP | 41.1K | $5.26M | −$338.4K | Added$10.3K |
| Gladstone Institutional Advisory LLC | 40.7K | $5.21M | −$330.2K | Added$80.9K |
| Savant Capital, LLC | 40.1K | $5.13M | −$353.3K | Cut−$364.3K |
| Tower Research Capital LLC (TRC) | 40K | $5.12M | −$1.69K | Added$5.09M |
| LEVEL FOUR ADVISORY SERVICES, LLC | 39.4K | $5.05M | −$329.3K | Cut−$59.8K |
| FIRST NATIONAL BANK OF OMAHA | 39.9K | $4.99M | −$516K | Cut−$612.6K |
| Atlantic Union Bankshares Corp | 38.7K | $4.95M | −$289.1K | Added$462.3K |
| Cresset Asset Management, LLC | 38.6K | $4.95M | −$298.2K | Added$317.3K |
| Certified Advisory Corp | 38.5K | $4.94M | −$258.1K | Added$929.6K |
| Advisory Services Network, LLC | 38.5K | $4.93M | −$318.1K | Cut−$2.42K |
| Weinberger Asset Management, Inc | 38.3K | $4.91M | −$321.9K | Cut−$91.5K |
| Lee Financial Co | 37.5K | $4.81M | −$330.9K | Cut−$769.9K |
| Johnson Financial Group, Inc. | 37.3K | $4.78M | −$329K | Cut−$1.58M |
| SOA Wealth Advisors, LLC. | 37.2K | $4.77M | −$328.4K | Cut−$393.2K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 37.2K | $4.77M | −$328.4K | Cut−$951.9K |
| ACIMA PRIVATE WEALTH, LLC | 37.1K | $4.76M | −$327.6K | Cut−$327.6K |
| Saiph Capital, LLC | 37.1K | $4.75M | −$322.6K | Cut−$259.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | 37K | $4.75M | −$320.5K | Cut−$229.1K |
| Procyon Advisors, LLC | 36.6K | $4.69M | −$128K | Added$2.7M |
| EQUITABLE TRUST CO | 36.1K | $4.62M | −$309.5K | Cut−$186K |
| HARBOR INVESTMENT ADVISORY, LLC | 35.6K | $4.56M | −$310.9K | Cut−$266.6K |
| Capital Group Private Client Services, Inc. | 35.6K | $4.56M | −$314.1K | Cut−$1.39M |
| Eukles Asset Management | 35.1K | $4.49M | −$267.8K | Added$332.1K |
| Processus Wealth & Capital Management, LLC | 34.9K | $4.47M | −$297.1K | Cut−$145.9K |
| Widmann Financial Services, Inc. | 34.4K | $4.4M | −$294.6K | Cut−$168.4K |
| KINTRA WEALTH, LLC | 33.9K | $4.35M | −$80.7K | Added$3.09M |
| Beacon Bank & Trust | 33.5K | $4.29M | −$295.2K | Cut−$394.6K |
| Arax Advisory Partners | 33.4K | $4.28M | −$80.9K | Added$3.02M |
| Burns Matteson Capital Management, LLC | 33.4K | $4.28M | −$294.3K | Cut−$489.7K |
| COURIER CAPITAL LLC | 32.9K | $4.22M | −$290.5K | Cut−$289.1K |
| Atlas Brown,Inc. | 32.9K | $4.22M | −$290.3K | Cut−$345.1K |
| May Barnhard Investments LLC | 32.8K | $4.21M | −$289.6K | Cut−$724.8K |
| Arcadia Wealth Management, LLC | 32.7K | $4.19M | −$262.4K | Added$113.9K |
| BlackRock, Inc. | 32.4K | $4.15M | −$285.9K | Cut−$532.8K |
| Kingsview Wealth Management, LLC | 32.3K | $4.14M | −$273.8K | Cut−$114.2K |
| Merit Financial Group, LLC | 32.1K | $4.11M | −$283.2K | Cut−$1.14M |
| Hofer & Associates. Inc | 31.9K | $4.08M | −$274.7K | Cut−$178.9K |
| Kelsey Financial, LLC | 31.7K | $4.06M | −$253.7K | Added$119.3K |
| JANE STREET GROUP, LLC | 31.3K | $4.01M | — | New |
| LWM ADVISORS INC | 31K | $3.97M | −$273.4K | Cut−$522.2K |
| CITIGROUP INC | 30.8K | $3.95M | −$271.8K | Cut−$3.99M |
| Vision Capital Management, Inc. | 30.6K | $3.92M | −$269.7K | Cut−$295.1K |
| Golden State Equity Partners | 29.9K | $3.83M | −$148.9K | Added$1.52M |
| Kingdom Financial Group LLC. | 29.8K | $3.82M | −$196.8K | Added$765.2K |
| Lloyd Advisory Services, LLC. | 29.8K | $3.82M | −$6.25K | Added$3.72M |
| Brady Martz Wealth Solutions, LLC | 29.2K | $3.74M | −$257.6K | Cut−$1.42M |
| MV CAPITAL MANAGEMENT, INC. | 28.9K | $3.7M | −$242.9K | Cut−$73.9K |
| Auour Investments LLC | 28.7K | $3.67M | −$237.1K | Cut−$6.7K |
| HM PAYSON & CO | 28.6K | $3.66M | −$251.3K | Cut−$238K |
| Financial Engines Advisors L.L.C. | 28.6K | $3.66M | −$251.8K | Cut−$324K |
| ARK & TLK INVESTMENTS, LLC | 28.2K | $3.61M | −$248.7K | Cut−$248.7K |
| Essex Financial Services, Inc. | 27.5K | $3.52M | −$240K | Cut−$205.4K |
| Consolidated Investment Group LLC | 27.4K | $3.52M | −$103.2K | Added$1.91M |
| Arkadios Wealth Advisors | 27.3K | $3.49M | −$240.4K | Cut−$362.4K |
| B. Riley Wealth Advisors, Inc. | 28.2K | $3.48M | −$375.3K | Cut−$579.7K |
| Eagle Strategies LLC | 27.1K | $3.47M | −$221.3K | Added$38.1K |
| Robertson Stephens Wealth Management, LLC | 27K | $3.46M | −$238.4K | Cut−$270.3K |
| Tennessee Valley Asset Management Partners | 26.9K | $3.44M | −$237.1K | Cut−$321K |
| BEAM WEALTH ADVISORS, INC. | 26.8K | $3.44M | −$194.3K | Added$422.9K |
| One Capital Management, LLC | 26.6K | $3.41M | −$234.6K | Cut−$13.9M |
| IHT Wealth Management, LLC | 26.4K | $3.38M | −$232.8K | Cut−$5.69M |
| WESBANCO BANK INC | 26.2K | $3.36M | −$231.3K | Cut−$235.8K |
| Intergy Private Wealth, LLC | 26.2K | $3.35M | −$221.5K | Cut−$87.2K |
| Stone Wealth Partners | 26K | $3.34M | −$213.7K | Added$18.5K |
| CHOREO, LLC | 25.6K | $3.28M | −$257.5K | Cut−$150.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 25.5K | $3.26M | −$225.5K | Cut−$890.7K |
| GLENMEDE TRUST CO NA | 25.3K | $3.24M | −$222.8K | Cut−$229.8K |
Who left
- GenWealth Group, Inc.$28.8M
- Future Fund LLC$13.6M
- NewEdge Advisors, LLC$13.2M
- Jacobi Capital Management LLC$8.92M
- Retirement Management Systems Inc.$7.62M
- TWO SIGMA INVESTMENTS, LP$7.49M
- J.W. COLE ADVISORS, INC.$7.2M
- Monument Capital Management$6.96M
- Renaissance Technologies$4.29M
- DF DENT & CO INC$3.89M
- WELLINGTON MANAGEMENT GROUP LLP$3.34M
- INNEALTA CAPITAL, LLC$2.41M
- Ausdal Financial Partners, Inc.$2.39M
- Cordatus Wealth Management LLC$1.85M
- LWM Advisory Services, LLC$1.56M
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.