Stock
Reported value
$83.5B
Holders
2,621
+98 new · −84 exited
Holders’ est. mark
$1.54B
Price effect on 248 books still in the name
Largest holder
$8.7B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.2% · $3.58B
- Icahn Capital0.0% · $25.2M
- State Street0.0% · $93.7M
- Renaissance Technologies0.0% · $337.6K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 128.8M | $8.7B | $190.9M | Added$463.2M |
| BANK OF AMERICA CORP /DE/ | 67.2M | $4.54B | $102.8M | Cut−$24.9M |
| Bank of New York Mellon Corp | 58.7M | $3.97B | $89.6M | Added$102.3M |
| WELLS FARGO & COMPANY/MN | 53.5M | $3.61B | $80.1M | Added$156.9M |
| Fidelity | 53M | $3.58B | $73M | Added$428.2M |
| GOLDMAN SACHS GROUP INC | 40.5M | $2.73B | $45.2M | Added$782.4M |
| MORGAN STANLEY | 36.9M | $2.49B | $56.4M | Added$49.6M |
| RAYMOND JAMES FINANCIAL INC | 36.4M | $2.46B | $54.8M | Added$96.2M |
| ENVESTNET ASSET MANAGEMENT INC | 36M | $2.43B | $52.3M | Added$176.5M |
| BlackRock, Inc. | 28M | $1.89B | $40.8M | Added$126.8M |
| UBS Group AG | 24.2M | $1.64B | $35.4M | Added$111M |
| NORTHERN TRUST CORP | 23.8M | $1.61B | $35.9M | Added$61M |
| LPL Financial LLC | 23.1M | $1.56B | $35.3M | Cut−$364.3M |
| ROYAL BANK OF CANADA | 22M | $1.49B | $33.7M | Cut−$177.6M |
| JPMORGAN CHASE & CO | 16.8M | $1.1B | −$6.65M | Added$33.5M |
| Mariner, LLC | 16.1M | $1.09B | $23M | Added$95.3M |
| PNC Financial Services Group, Inc. | 15.9M | $1.07B | $23.9M | Added$41.5M |
| First Command Advisory Services, Inc. | 15.8M | $1.07B | $24M | Added$32.7M |
| REGIONS FINANCIAL CORP | 10.1M | $685.2M | $15.3M | Added$27.1M |
| TRUIST FINANCIAL CORP | 9.95M | $672.2M | $14.2M | Added$60.6M |
| KEYBANK NATIONAL ASSOCIATION/OH | 9.15M | $618M | $13.9M | Added$20.2M |
| AMERIPRISE FINANCIAL INC | 8.7M | $587.3M | $13.3M | Cut−$245.7K |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 8.57M | $578.4M | $13.1M | Cut−$160.7M |
| Catalyst Capital Advisors LLC | 8.28M | $559.3M | $11.9M | Added$45M |
| Millburn Ridgefield LLC /DE/ | 8.28M | $559.3M | $11.9M | Added$45M |
| JONES FINANCIAL COMPANIES LLLP | 8.27M | $548.8M | $2.39M | Added$98.1M |
| Financial Engines Advisors L.L.C. | 7.9M | $533.4M | $12.1M | Cut−$9.33M |
| &PARTNERS | 7.78M | $526M | $9.97M | Added$63M |
| HighTower Advisors, LLC | 7.74M | $522.4M | $11.8M | Added$2.21M |
| Wealthspire Advisors, LLC | 7.71M | $520.6M | $11.7M | Added$16.2M |
| FIFTH THIRD BANCORP | 7.4M | $500M | $7.16M | Added$191.1M |
| Pathstone Holdings, LLC | 7.09M | $478.5M | $10.7M | Added$16M |
| BANK OF MONTREAL /CAN/ | 6.68M | $451.3M | $10.1M | Added$16.1M |
| Starboard Value LP | 5.83M | $393.7M | $8.03M | Added$47.2M |
| BRIDGES INVESTMENT MANAGEMENT INC | 5.78M | $390.5M | $8.85M | Cut−$6.53M |
| Cerity Partners LLC | 5.67M | $382.8M | $7.82M | Added$46M |
| MAI Capital Management | 5.48M | $370.2M | $8.31M | Added$11.9M |
| Alesco Advisors LLC | 5.39M | $364M | $8.22M | Added$9.38M |
| US BANCORP \DE\ | 5.08M | $342.8M | $7.77M | Added$6.96M |
| Corient Private Wealth LLC | 4.92M | $329.2M | $4.3M | Added$7.69M |
| COMMONWEALTH EQUITY SERVICES, LLC | 4.86M | $328M | $7.43M | Cut−$13.2M |
| Creative Planning | 4.84M | $326.7M | $7.28M | Added$12.6M |
| HUNTINGTON NATIONAL BANK | 4.67M | $315.4M | $6.92M | Added$16.9M |
| Circle Wealth Management, LLC | 4.59M | $309.8M | $7.02M | Added$5.18M |
| DAVIS R M INC | 3.66M | $247.2M | $5.46M | Added$11.6M |
| Baird Financial Group, Inc. | 3.54M | $239M | $5.3M | Added$10.3M |
| Cetera Investment Advisers | 3.53M | $238.6M | $5.41M | Cut−$1.07M |
| FRANKLIN RESOURCES INC | 3.14M | $212M | $4.8M | Added$2.64M |
| OSAIC HOLDINGS, INC. | 3.12M | $210.6M | $4.32M | Added$21.8M |
| Rockefeller Capital Management L.P. | 3.11M | $210.3M | $4.42M | Added$19.7M |
| Valeo Financial Advisors, LLC | 3.21M | $209.6M | $4.1M | Cut−$4.4M |
| CITIZENS FINANCIAL GROUP INC/RI | 3.06M | $206.4M | $4.64M | Added$6.27M |
| Steward Partners Investment Advisory, LLC | 3.05M | $206.1M | $4.67M | Added$2.86M |
| MML INVESTORS SERVICES, LLC | 2.9M | $195.6M | $4.43M | Cut−$22.8M |
| First Financial Bankshares Inc | 2.87M | $193.5M | $4.38M | Added$720.6K |
| Bleakley Financial Group, LLC | 2.56M | $172.9M | $2.83M | Added$50.7M |
| BLB&B Advisors, LLC | 2.56M | $172.6M | $3.81M | Added$8.2M |
| STIFEL FINANCIAL CORP | 2.52M | $170.2M | $3.79M | Added$6.62M |
| Haverford Trust Co | 2.48M | $167.6M | $3.8M | Cut−$3.01M |
| Focus Partners Wealth | 2.47M | $166.9M | $3.73M | Added$7.43M |
| Alaska Permanent Capital Management, LLC | 2.37M | $159.8M | $3.3M | Added$13.3M |
| Sand Hill Global Advisors, LLC | 2.35M | $158.6M | $3.49M | Added$7.94M |
| Atlantic Union Bankshares Corp | 2.34M | $158.2M | $3.58M | Cut−$3.4M |
| CAPTRUST FINANCIAL ADVISORS | 2.28M | $153.7M | $3.48M | Added$97K |
| Cresset Asset Management, LLC | 2.16M | $146.1M | $3.23M | Added$6.77M |
| BNP PARIBAS FINANCIAL MARKETS | 2.16M | $145.9M | $392.8K | Added$129M |
| Members Trust Co | 2.13M | $144.1M | $3.27M | Added$1.28M |
| Mesirow Financial Investment Management, Inc. | 2.06M | $139.4M | $898.5K | Added$100.6M |
| SWF LLC | 2.03M | $136.8M | $2.86M | Added$13.5M |
| CAHABA WEALTH MANAGEMENT, INC. | 2.02M | $136.5M | $3M | Added$7.21M |
| SIGMA INVESTMENT COUNSELORS INC | 1.96M | $132.2M | $3M | Cut−$2.1M |
| MERCER GLOBAL ADVISORS INC /ADV | 1.94M | $131M | $3.21M | Cut−$18.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.01M | $130M | −$8.64M | Cut−$45.6M |
| FARMERS & MERCHANTS INVESTMENTS INC | 1.89M | $127.3M | $2.8M | Added$6.39M |
| Hamilton Capital, LLC | 1.85M | $125.2M | $2.78M | Added$5.39M |
| WHITTIER TRUST CO | 1.82M | $124.7M | −$546.1K | Cut−$438.8K |
| Badgley Phelps Wealth Managers, LLC | 1.8M | $121.4M | $2.74M | Added$3.42M |
| Fiduciary Trust Co | 1.77M | $119.6M | $2.71M | Added$478.3K |
| UMB Bank, n.a. | 1.77M | $119.3M | $2.7M | Cut−$908.6K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1.73M | $116.5M | $2.64M | Added$2.81M |
| Acropolis Investment Management, LLC | 1.72M | $116.2M | $2.63M | Added$2.27M |
| BOKF, NA | 1.68M | $113.6M | $2.57M | Added$2.97M |
| AlTi Global, Inc. | 1.62M | $109.5M | $2.45M | Added$3.85M |
| Lutz Financial Services LLC | 1.6M | $107.9M | $2.41M | Added$3.77M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 1.57M | $106.1M | $2.4M | Added$356.4K |
| GREENLEAF TRUST | 1.57M | $105.7M | $2.39M | Cut−$2.82M |
| Klingman & Associates, LLC | 1.56M | $105.1M | $2.31M | Added$5.24M |
| First Interstate Bank | 1.55M | $104.6M | $2.32M | Added$4.43M |
| Dynasty Wealth Management, LLC | 1.47M | $99.3M | $448.8K | Added$79.9M |
| Avidian Wealth Enterprises, LLC | 1.46M | $98.7M | $1.64M | Added$28.1M |
| Ally Invest Advisors Inc. | 1.46M | $98.6M | $2.17M | Added$5.03M |
| SAGE FINANCIAL GROUP INC | 1.45M | $98.2M | $2.16M | Added$5.01M |
| HORAN Wealth, LLC | 1.47M | $98.2M | $571.3K | Added$49.7M |
| Connecticut Wealth Management, LLC | 1.44M | $97.4M | $2.21M | Cut−$24.1M |
| Beacon Pointe Advisors, LLC | 1.44M | $97.1M | $775.9K | Added$63.7M |
| Accredited Investors Inc. | 1.41M | $95.5M | $2.16M | Added$2.27M |
| Lee Financial Co | 1.4M | $94.5M | $2.13M | Added$2.44M |
| State Street | 1.39M | $93.7M | $2.1M | Added$3.22M |
| Linscomb Wealth, Inc. | 1.37M | $92.2M | $2.09M | Cut−$14.3M |
| Legacy Wealth Management, Inc | 1.32M | $89.4M | $2.03M | Added$327.1K |
| NISA INVESTMENT ADVISORS, LLC | 1.32M | $89.2M | $2.02M | Added$2.22M |
| PLANNING ALTERNATIVES LTD /ADV | 1.3M | $87.8M | $1.95M | Added$3.75M |
| FIL Ltd | 1.3M | $87.5M | $1.85M | Added$7.7M |
| HARBOUR INVESTMENTS, INC. | 1.26M | $84.9M | $1.92M | Added$2.15M |
| M&T Bank Corp | 1.25M | $84.5M | $1.91M | Cut−$7.84M |
| WHITTIER TRUST CO OF NEVADA INC | 1.23M | $84.1M | −$349.1K | Added$4.04M |
| BOK Financial Private Wealth, Inc. | 1.21M | $81.6M | $1.85M | Cut−$168.7K |
| Alaska Wealth Advisors, LLC | 1.2M | $81.3M | $1.8M | Added$3.66M |
| Ballentine Partners, LLC | 1.17M | $79.3M | $1.8M | Added$1.87M |
| PRINCIPAL FINANCIAL GROUP INC | 1.16M | $78.6M | $568.8K | Added$54.1M |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1.08M | $78.4M | $5.46M | Added$21.7M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1.16M | $78.2M | $1.77M | Added$786.8K |
| Goelzer Investment Management, Inc. | 1.15M | $77.8M | $1.72M | Added$3.81M |
| ALLIANCEBERNSTEIN L.P. | 1.18M | $77.7M | $0 | Cut−$1.12M |
| Leonard Rickey Investment Advisors P.L.L.C. | 1.13M | $76.4M | $1.73M | Added$1.16M |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 1.13M | $76.4M | $1.58M | Added$8.13M |
| RKL Wealth Management LLC | 1.12M | $75.5M | $1.71M | Cut−$6.09M |
| RMR Wealth Builders | 1.11M | $74.9M | $1.7M | Added$41.7K |
| Pine Ridge Advisers LLC | 1.09M | $73.5M | $1.67M | Added$1.67M |
| Stratos Wealth Partners, LTD. | 1.09M | $73.5M | $1.64M | Added$2.95M |
| MCF Advisors LLC | 1.08M | $73.1M | $1.55M | Added$6.15M |
| Destination Wealth Management | 1.06M | $71.5M | $1.6M | Added$2.6M |
| AXXCESS WEALTH MANAGEMENT, LLC | 1.05M | $70.8M | $1.6M | Added$1.55M |
| Crewe Advisors LLC | 1.01M | $68.4M | $1.42M | Added$7.02M |
| HANCOCK WHITNEY CORP | 911.1K | $66M | $4.92M | Added$15.2M |
| ARKANSAS FINANCIAL GROUP, INC. | 934.2K | $65.9M | $4.23M | Added$1.14M |
| Private Advisor Group, LLC | 972.3K | $65.7M | $1.45M | Added$3.01M |
| Summit Financial Strategies, Inc. | 972.2K | $65.7M | $1.29M | Added$9.94M |
| Capital Asset Advisory Services LLC | 894.5K | $65.6M | $4.01M | Added$5.65M |
| Chicago Partners Investment Group LLC | 894.3K | $65M | $2.68M | Added$1.41M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 947.3K | $64M | $1.45M | Added$1.63M |
| Kestra Advisory Services, LLC | 943.6K | $63.7M | $1.44M | Cut−$1.05M |
| Bangor Savings Bank | 927.7K | $62.6M | $1.42M | Cut−$1.05M |
| Clearstead Advisors, LLC | 927.6K | $62.6M | $1.42M | Added$509.8K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 927.2K | $62.6M | — | Held |
| Arrow Financial Corp | 924.5K | $62.4M | $1.27M | Added$7.63M |
| Chandler Asset Management, Inc. | 910.9K | $61.5M | $1.39M | Cut−$35.9M |
| MBL Wealth, LLC | 908.8K | $61.4M | $1.33M | Added$4.12M |
| Quotient Wealth Partners, LLC | 907.1K | $61.3M | $16.9K | Added$60.5M |
| Charter Capital Management, LLC\DE | 903.2K | $61M | $1.36M | Added$2.47M |
| Valmark Advisers, Inc. | 900.7K | $60.8M | $1.38M | Added$1.32M |
| Consolidated Portfolio Review Corp | 899.1K | $60.7M | $1.38M | Added$1.38M |
| FULTON BREAKEFIELD BROENNIMAN LLC | 894K | $60.4M | $1.01M | Added$16.9M |
| Waverly Advisors, LLC | 870K | $58.8M | $1.33M | Added$531.4K |
| Magnus Financial Group LLC | 858.3K | $58M | $1.25M | Added$4.18M |
| Private Wealth Asset Management, LLC | 844.2K | $57M | $1.29M | Added$1.36M |
| WEST PACES ADVISORS INC. | 841.1K | $56.8M | $1.29M | Added$889.1K |
| Tarbox Family Office, Inc. | 832K | $56.2M | $1.27M | Cut−$9.78M |
| TRUEFG, LLC | 830.8K | $56.1M | $1.27M | Added$1.31M |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 812K | $54.8M | $1.24M | Added$342.8K |
| JNBA Financial Advisors | 802.7K | $54.2M | $1.23M | Added$138.2K |
| Fifth Third Wealth Advisors LLC | 800.2K | $54M | $1.22M | Added$401.2K |
| BlueStem Wealth Partners, LLC | 797.6K | $53.9M | $795.5K | Added$19.5M |
| HSBC HOLDINGS PLC | 779.9K | $52.7M | $1.18M | Added$601.5K |
| MIDLAND WEALTH ADVISORS, LLC | 777.1K | $52.5M | $1.08M | Added$5.91M |
| Resonant Capital Advisors, LLC | 776K | $52.4M | $1.18M | Added$1.46M |
| Portland Global Advisors LLC | 775.5K | $52.4M | $1.15M | Added$2.64M |
| Apollon Wealth Management, LLC | 775K | $52.3M | $1.18M | Added$1.64M |
| COMMERCE BANK | 773.1K | $52.2M | $335.3K | Added$37.7M |
| Modera Wealth Management, LLC | 771.3K | $52.1M | $1.18M | Cut−$597.5K |
| Wealthquest Corp | 787.7K | $52M | $0 | Held |
| VOYA INVESTMENT MANAGEMENT LLC | 743.8K | $50.2M | $1.14M | Cut−$9.44M |
| Lido Advisors, LLC | 734K | $49.6M | $1.36M | Cut−$11M |
| QUADRANT CAPITAL GROUP LLC | 731.1K | $49.4M | $1.11M | Added$1.68M |
| CIBC Bancorp USA Inc. | 730.5K | $49.3M | — | Held |
| Single Point Partners, LLC | 715.2K | $48.3M | $1.09M | Added$1.43M |
| JFS WEALTH ADVISORS, LLC | 713.4K | $48.2M | $1.09M | Added$1.28M |
| MassMutual Private Wealth & Trust, FSB | 708.9K | $47.9M | $1.08M | Cut−$527.8K |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 707.5K | $47.8M | $1.07M | Added$1.79M |
| OPPENHEIMER & CO INC | 691.8K | $46.7M | $1.01M | Added$3.2M |
| BLAIR WILLIAM & CO/IL | 687.3K | $46.4M | $999.1K | Added$3.32M |
| Nadler Financial Group, Inc. | 686.8K | $46.4M | $1.02M | Added$2.57M |
| BANK OF NOVA SCOTIA | 671K | $45.3M | $1.03M | Added$1.03M |
| New England Professional Planning Group Inc. | 670.3K | $45.3M | $1M | Added$1.91M |
| CWM, LLC | 660.9K | $44.6M | $44.6M | Added$44.6M |
| American Trust | 658.8K | $44.5M | $994.7K | Added$1.58M |
| Trilogy Capital Inc. | 655.7K | $44.3M | $988.8K | Added$1.62M |
| LOWE BROCKENBROUGH & CO INC | 641.7K | $43.3M | $928.1K | Added$3.3M |
| COURIER CAPITAL LLC | 636.8K | $43M | $744.4K | Added$10.9M |
| JOHNSON INVESTMENT COUNSEL INC | 635.6K | $42.9M | $957.6K | Added$1.62M |
| MainStreet Investment Advisors LLC | 635.1K | $42.9M | $971.7K | Cut−$333K |
| RTD Financial Advisors, Inc. | 632.6K | $42.7M | $961.9K | Added$1.23M |
| Capital Investment Advisors, LLC | 626K | $42.3M | $957.8K | Added$336.4K |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 618.4K | $41.8M | $586.7K | Added$16.5M |
| GREENWOOD GEARHART INC | 612.9K | $41.4M | $889.3K | Added$3.02M |
| Sequoia Financial Advisors, LLC | 604.7K | $40.8M | $887.8K | Added$2.53M |
| Chesley Taft & Associates LLC | 603.9K | $40.8M | $924K | Added$638.4K |
| Grove Bank & Trust | 602.6K | $40.7M | $921.9K | Cut−$5.26M |
| FORM Wealth Advisors, LLC | 596.6K | $40.3M | $912.8K | Cut−$5.07M |
| Independent Advisor Alliance | 596K | $40.2M | $48.6K | Added$38.2M |
| SAX WEALTH ADVISORS, LLC | 607.5K | $40.1M | $0 | Held |
| EVERMAY WEALTH MANAGEMENT LLC | 591.8K | $40M | $905.4K | Cut−$468.4K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 556.9K | $39.9M | $92.9K | Added$36.9M |
| DT Investment Partners, LLC | 586.2K | $39.6M | $880.7K | Added$1.6M |
| Pinnacle Financial Partners, Inc. | 579.2K | $39.1M | $860.5K | Added$2M |
| YHB Investment Advisors, Inc. | 569.5K | $38.5M | $871.3K | Added$669.8K |
| Beaumont Financial Advisors, LLC | 565.4K | $38.2M | $858.7K | Added$1.14M |
| LAZARD ASSET MANAGEMENT LLC | 561.7K | $37.9M | $859.4K | Added$126.6K |
| Allworth Financial LP | 560.3K | $37.8M | $857.3K | Cut−$368.7K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 551.8K | $37.3M | $844.3K | Cut−$11.8M |
| Human Investing LLC | 551.6K | $37.2M | $843.9K | Cut−$1.17M |
| DIVERSIFIED TRUST CO | 551K | $37.2M | $843K | Added$229K |
| BANK OF STOCKTON | 542.6K | $36.6M | $830.1K | Cut−$7M |
| CJM Wealth Advisers, Ltd. | 541.4K | $36.6M | $828.3K | Cut−$114.3K |
| Pure Financial Advisors, LLC | 540.2K | $36.5M | $795.1K | Added$2.19M |
| Hudock, Inc. | 539.4K | $36.4M | $804.6K | Added$1.71M |
| Concurrent Investment Advisors, LLC | 538.8K | $36.4M | $803K | Added$1.75M |
| Winthrop Advisory Group LLC | 537K | $36.3M | $349.5K | Added$21.2M |
| Farther Finance Advisors, LLC | 531.3K | $36.2M | $966.2K | Added$5.82M |
| TITLEIST ASSET MANAGEMENT, LLC | 535K | $36.1M | $818.6K | Added$340.6K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 535.1K | $36.1M | $796.5K | Cut−$457.1K |
| Drake & Associates, LLC | 533.2K | $36M | $722.6K | Added$4.84M |
| Integrated Wealth Concepts LLC | 522.3K | $35.3M | $798.7K | Added$818.7K |
| BAR HARBOR WEALTH MANAGEMENT | 520.4K | $35.1M | $746.6K | Added$2.93M |
| WESTWOOD HOLDINGS GROUP INC | 517.5K | $34.9M | $764.9K | Added$1.95M |
| SCS Capital Management LLC | 515.9K | $34.8M | $789.3K | Cut−$4.34M |
| Stockman Wealth Management, Inc. | 512.6K | $34.6M | $721.8K | Added$3.48M |
| Graves Light Lenhart Wealth, Inc. | 510K | $34.4M | $756.6K | Added$1.81M |
| Crestwood Advisors Group, LLC | 508.4K | $34.3M | $731.3K | Added$2.78M |
| Midwest Trust Co | 507.9K | $34.3M | $763K | Added$1.38M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 505.1K | $34.1M | $423.6K | Added$15.8M |
| Urban Financial Advisory Corp | 504.2K | $34M | $750.5K | Added$1.67M |
| Callan Family Office, LLC | 503.4K | $34M | $770.2K | Added$370.1K |
| Apella Capital, LLC | 461.2K | $33.6M | $2.53M | Added$9.41M |
| Coastline Trust Co | 497.4K | $33.6M | $756.3K | Added$967.1K |
| Leverty Financial Group, LLC | 496.5K | $33.5M | $745.9K | Added$1.35M |
| NewSquare Capital LLC | 495.5K | $33.5M | $749K | Added$1.15M |
| Verde Capital Management | 494.6K | $33.4M | $751.6K | Added$979.7K |
| Composition Wealth, LLC | 488.1K | $33M | $301.2K | Added$20M |
| ESL Trust Services, LLC | 486.1K | $32.8M | $742.3K | Added$806.2K |
| Voya Financial Advisors, Inc. | 494.9K | $32.7M | −$405.8K | Cut−$2.2M |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 484K | $32.7M | $740.6K | Cut−$32.8M |
| FIRST HORIZON CORP | 482.2K | $32.6M | $693.1K | Added$2.67M |
| Shoker Investment Counsel, Inc. | 477.3K | $32.2M | $726.4K | Added$900K |
| Forvis Mazars Wealth Advisors, LLC | 476.9K | $32.2M | $729.6K | Added$404.9K |
| Ashton Thomas Private Wealth, LLC | 472.2K | $31.9M | $702.1K | Added$1.6M |
| Brand Asset Management Group, Inc. | 464.7K | $31.4M | $693.2K | Added$1.48M |
| Advisory Services Network, LLC | 463.4K | $31.3M | $678.8K | Added$2M |
| Arcataur Capital Management LLC | 461.6K | $31.2M | $653.7K | Added$2.98M |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 458.2K | $30.9M | $701K | Added$244K |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | 458.2K | $30.9M | $583.4K | Added$5.77M |
| Constellation Investments, Inc. | 455K | $30.7M | $696.2K | Cut−$63M |
| Altus Wealth Management, LLC | 452.9K | $30.6M | $548.3K | Added$6.94M |
| 49 WEALTH MANAGEMENT, LLC | 450.9K | $30.4M | $612.7K | Added$4.02M |
| BARCLAYS PLC | 447.5K | $30.2M | $19K | Added$29.4M |
| Equitable Holdings, Inc. | 1.39M | $30M | −$59.6M | Cut−$58.7M |
| Johnson Financial Group, Inc. | 442.6K | $29.9M | $660.5K | Added$1.39M |
| Savant Capital, LLC | 442.1K | $29.9M | $676.4K | Cut−$6.3K |
| 1ST SOURCE BANK | 438.8K | $29.6M | $601.3K | Added$3.69M |
| Fiera Capital Corp | 438.6K | $29.6M | $671K | Cut−$7.38M |
Who left
- MASON STREET ADVISORS, LLC$39.6M
- Robinhood Asset Management, LLC$33.4M
- NewEdge Advisors, LLC$30.3M
- GenWealth Group, Inc.$28.6M
- Provida Pension Fund Administrator$21.8M
- Covenant Partners, LLC$20.7M
- IFG Advisory, LLC$11.9M
- J.W. COLE ADVISORS, INC.$8.88M
- Diversify Advisory Services, LLC$6.26M
- Coppell Advisory Solutions LLC$3.87M
- TWO SIGMA SECURITIES, LLC$3.78M
- Washington Trust Bank$2.32M
- Massar Capital Management, LP$1.42M
- Pallas Capital Advisors LLC$1.31M
- Alexis Investment Partners, LLC$1.31M
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.