Stock
Reported value
$5.61B
Holders
352
+24 new · −30 exited
Holders’ est. mark
−$254.6M
Price effect on 241 books still in the name
Largest holder
$3.47B
BlackRock, Inc.
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $3.53M
- Icahn Capital0.0% · $2.06M
- Renaissance Technologies0.0% · $713.7K
- Fidelity0.0% · $3.6M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BlackRock, Inc. | 28.7M | $3.47B | −$161.6M | Cut−$125.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.8M | $338.9M | −$15.8M | Cut−$13.3M |
| Annex Advisory Services, LLC | 1.27M | $153.9M | −$7.25M | Cut−$7.9M |
| LPL Financial LLC | 1.24M | $149.5M | −$6.95M | Cut−$4.92M |
| MORGAN STANLEY | 1.07M | $129.6M | −$5.78M | Added$1.19M |
| BANK OF AMERICA CORP /DE/ | 959.4K | $116.1M | −$5.47M | Cut−$7.69M |
| RAYMOND JAMES FINANCIAL INC | 650.7K | $78.7M | −$3.63M | Cut−$2.07M |
| STEPHENS INC /AR/ | 528.2K | $63.9M | −$2.69M | Added$4.17M |
| UBS Group AG | 427.6K | $51.7M | −$2.44M | Cut−$5.87M |
| ROYAL BANK OF CANADA | 388.5K | $47M | −$2.22M | Cut−$3.4M |
| Cetera Investment Advisers | 360K | $43.5M | −$1.99M | Cut−$703.3K |
| AMERIPRISE FINANCIAL INC | 321K | $38.8M | −$1.83M | Cut−$9.61M |
| ENVESTNET ASSET MANAGEMENT INC | 312K | $37.7M | −$1.6M | Added$2.27M |
| Amplius Wealth Advisors, LLC | 309.9K | $37.5M | −$1.77M | Cut−$3.48M |
| Modern Wealth Management, LLC | 300.5K | $36.7M | −$1.36M | Cut−$779.8K |
| WELLS FARGO & COMPANY/MN | 279.6K | $33.8M | −$1.28M | Added$5.34M |
| Empowered Funds, LLC | 274K | $33.1M | — | New |
| MATHER GROUP, LLC. | 252.8K | $30.6M | −$1.43M | Cut−$1.28M |
| OSAIC HOLDINGS, INC. | 208.1K | $25.2M | −$1.14M | Cut−$27.3K |
| Twelve Points Wealth Management LLC | 201.2K | $24.3M | −$1.16M | Added$4.4M |
| MML INVESTORS SERVICES, LLC | 183.5K | $22.2M | −$1.05M | Cut−$5.42M |
| CITIGROUP INC | 162.3K | $19.6M | −$924.5K | Cut−$912.8K |
| One Capital Management, LLC | 160.6K | $19.4M | −$95.9K | Added$17.3M |
| SCOTIA CAPITAL INC. | 160.1K | $19.4M | −$892K | Cut−$655.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 151.7K | $18.4M | −$768.4K | Added$1.28M |
| Asset Allocation Strategies LLC | 139.9K | $16.9M | −$780.2K | Cut−$410.1K |
| Bluesphere Advisors LLC | 133.3K | $16.1M | −$429.6K | Added$6.58M |
| JONES FINANCIAL COMPANIES LLLP | 130.6K | $15.3M | −$1.07M | Added$850.8K |
| Equitable Holdings, Inc. | 116.1K | $14.7M | −$0 | Cut−$1.85M |
| Retirement Management Systems Inc. | 118.4K | $14.3M | −$622.3K | Added$495.5K |
| Flagship Private Wealth, LLC | 112.5K | $13.6M | −$641.4K | Cut−$928.5K |
| Hudock, Inc. | 103.3K | $12.5M | −$588.6K | Cut−$743K |
| Certified Advisory Corp | 101.7K | $12.3M | −$588.1K | Cut−$570.9K |
| BANK OF MONTREAL /CAN/ | 100K | $12.1M | −$570.3K | Cut−$5.24M |
| Federation des caisses Desjardins du Quebec | 93.9K | $11.4M | −$535.2K | Cut−$1.05M |
| Greykasell Wealth Strategies, Inc. | 91.4K | $11.1M | −$521.1K | Cut−$1.08M |
| Mariner, LLC | 85.2K | $10.3M | −$482.7K | Cut−$418.3K |
| Green Ridge Wealth Planning LLC | 84.5K | $10.2M | −$434K | Added$573.9K |
| JANE STREET GROUP, LLC | 78.4K | $9.49M | −$214.7K | Added$4.72M |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 71.6K | $8.66M | −$374K | Added$348.6K |
| OLD NATIONAL BANCORP /IN/ | 70.6K | $8.54M | −$402.3K | Cut−$895.3K |
| CIBC WORLD MARKET INC. | 69.9K | $8.45M | −$398.2K | Cut−$779.3K |
| Kingsview Wealth Management, LLC | 69.6K | $8.42M | −$57.4K | Added$7.14M |
| Kestra Advisory Services, LLC | 67.5K | $8.16M | −$384.7K | Cut−$622.1K |
| Goldstone Financial Group, LLC | 67K | $8.11M | — | New |
| Integrated Wealth Concepts LLC | 61.5K | $7.44M | −$318.7K | Added$356.6K |
| Ameritas Advisory Services, LLC | 61.4K | $7.42M | −$349.7K | Cut−$904.2K |
| Sigma Planning Corp | 60K | $7.26M | −$342K | Cut−$1.44M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 55.8K | $6.75M | −$318K | Cut−$3.88M |
| Stonebridge Financial Group, LLC / MO | 54.8K | $6.63M | −$273.8K | Added$546.4K |
| Newbridge Financial Services Group, Inc. | 54.4K | $6.58M | −$309.9K | Cut−$568K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 54.2K | $6.56M | −$290.1K | Added$110.5K |
| 180 WEALTH ADVISORS, LLC | 51.6K | $6.25M | −$273.9K | Added$158.6K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 50.6K | $6.12M | −$288.4K | Cut−$1.93M |
| KINGSWOOD WEALTH ADVISORS, LLC | 45.5K | $5.51M | −$259.6K | Cut−$374.3K |
| SILVER OAK SECURITIES, INCORPORATED | 44.9K | $5.43M | −$287.3K | Cut−$371.2K |
| Whelan Financial | 44.5K | $5.38M | −$233.1K | Added$196.1K |
| ASSETMARK, INC | 44.1K | $5.34M | −$244.2K | Cut−$87.4K |
| BROWN BROTHERS HARRIMAN & CO | 42.4K | $5.13M | −$241.5K | Cut−$340.2K |
| Private Advisor Group, LLC | 41.5K | $5.02M | −$236.7K | Cut−$453.1K |
| GTS SECURITIES LLC | 40K | $4.84M | −$89.8K | Added$2.85M |
| JPMORGAN CHASE & CO | 41.4K | $4.84M | −$383.2K | Cut−$141K |
| FAGAN ASSOCIATES, INC. | 39.6K | $4.79M | −$225.8K | Cut−$329.1K |
| Perigon Wealth Management, LLC | 37.1K | $4.48M | −$201.1K | Added$14.5K |
| BANK OF NOVA SCOTIA | 35.4K | $4.28M | −$11.4K | Added$4.03M |
| Bleakley Financial Group, LLC | 35.1K | $4.25M | −$198.7K | Cut−$164.6K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 36K | $4.2M | −$375.8K | Cut−$1.85M |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 34.7K | $4.2M | −$197.8K | Cut−$197.8K |
| Capital International Investors | 35.4K | $4.14M | −$370.2K | Cut−$1.78M |
| Gladstone Institutional Advisory LLC | 34K | $4.11M | −$191.1K | Cut−$138.7K |
| Rockefeller Capital Management L.P. | 33.8K | $4.09M | −$174.8K | Added$207.1K |
| Prospera Financial Services Inc | 33.7K | $4.08M | −$17K | Added$3.7M |
| Christensen, King & Associates Investment Services, Inc. | 33.6K | $4.07M | −$182.8K | Added$4.46K |
| Baird Financial Group, Inc. | 33.5K | $4.05M | −$107.8K | Added$1.65M |
| BLAIR WILLIAM & CO/IL | 33.2K | $4.01M | −$12.1K | Added$3.74M |
| Gallagher Capital Advisors, LLC | 32.5K | $3.94M | −$22.7K | Added$3.43M |
| Connecticut Wealth Management, LLC | 32.1K | $3.88M | −$182.8K | Cut−$448.7K |
| Fidelity | 29.7K | $3.6M | −$138.6K | Added$513.6K |
| Powell Investment Advisors, LLC | 29.6K | $3.58M | −$168.3K | Cut−$157.8K |
| Citadel | 29.2K | $3.53M | −$166.4K | Cut−$7.82M |
| STIFEL FINANCIAL CORP | 29K | $3.51M | −$89.4K | Added$1.52M |
| GOLDMAN SACHS GROUP INC | 27.5K | $3.33M | −$67.9K | Added$1.82M |
| IEQ CAPITAL, LLC | 26.8K | $3.25M | −$152.9K | Cut−$152.9K |
| Vickerman Investment Advisors, Inc. | 26K | $3.14M | −$143.9K | Cut−$55.2K |
| HARBOUR INVESTMENTS, INC. | 25.1K | $3.03M | −$138.7K | Cut−$52.4K |
| Rathbones Group PLC | 24.4K | $2.95M | −$138.9K | Cut−$144.6K |
| ADAPT WEALTH ADVISORS, LLC | 23.5K | $2.85M | −$120K | Added$180.1K |
| HighTower Advisors, LLC | 23.3K | $2.82M | −$133K | Cut−$168.4K |
| Focus Financial Network, Inc. | 22.7K | $2.75M | −$129.5K | Cut−$1.5M |
| GLOBALT Investments LLC / GA | 22.5K | $2.72M | −$128K | Cut−$621K |
| US BANCORP \DE\ | 21.4K | $2.59M | −$90K | Added$585.5K |
| Legacy Advisory Services, LLC | 20K | $2.42M | −$106.9K | Added$40.8K |
| Meridian Wealth Management, LLC | 20K | $2.41M | −$113.8K | Cut−$163.8K |
| TD Waterhouse Canada Inc. | 19.8K | $2.41M | −$93.9K | Cut−$163.8K |
| Qube Research & Technologies Ltd | 19.4K | $2.35M | −$22.2K | Added$1.85M |
| Curbstone Financial Management Corp | 19.1K | $2.32M | −$109.2K | Cut−$109.2K |
| ARCADIA INVESTMENT ADVISORS LLC | 19K | $2.3M | −$108.4K | Cut−$181.4K |
| Steward Partners Investment Advisory, LLC | 18.8K | $2.28M | −$107.3K | Cut−$182K |
| Waverly Advisors, LLC | 18.8K | $2.27M | −$107K | Cut−$140.1K |
| Icahn Capital | 17K | $2.06M | −$96.7K | Cut−$89.4K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 17K | $2.06M | −$96.8K | Cut−$1.47M |
| GAMCO INVESTORS, INC. ET AL | 16.8K | $2.03M | −$95.8K | Cut−$95.8K |
| Creative Planning | 16.7K | $2.02M | −$81.8K | Added$202K |
| Onyx Bridge Wealth Group LLC | 16.5K | $1.99M | −$94K | Cut−$94K |
| Cerity Partners LLC | 16.3K | $1.98M | −$93.1K | Cut−$224.1K |
| Independent Solutions Wealth Management, LLC | 15.7K | $1.89M | — | New |
| KANE INVESTMENT MANAGEMENT, INC. | 15.3K | $1.85M | −$87.3K | Cut−$89.9K |
| Chicago Partners Investment Group LLC | 13.6K | $1.81M | $62.5K | Added$458.1K |
| Retirement Planning Group, LLC | 13.9K | $1.69M | −$79.5K | Cut−$79.5K |
| Creekside Partners | 13.4K | $1.63M | −$76.6K | Cut−$76.6K |
| Fifth Third Securities, Inc. | 13.3K | $1.61M | −$74.6K | Cut−$45.5K |
| MERCER GLOBAL ADVISORS INC /ADV | 13.2K | $1.6M | −$74.1K | Cut−$46K |
| Stratos Wealth Partners, LTD. | 13.1K | $1.58M | −$65.1K | Added$132.3K |
| Hidden Cove Wealth Management, LLC | 12.3K | $1.49M | −$70.4K | Cut−$303.8K |
| HOWARD WEALTH MANAGEMENT, LLC | 12.1K | $1.46M | −$68.8K | Cut−$128.9K |
| FLAGSHIP HARBOR ADVISORS, LLC | 11.1K | $1.35M | −$63.5K | Cut−$70K |
| Focus Partners Wealth | 10.9K | $1.32M | −$62.1K | Cut−$11.3M |
| Visionary Wealth Advisors | 10.8K | $1.31M | −$59.6K | Cut−$12.3K |
| Hilltop Holdings Inc. | 10.8K | $1.31M | −$56.5K | Added$56K |
| Ausdal Financial Partners, Inc. | 10.8K | $1.31M | −$59.2K | Cut−$7.82K |
| Drake & Associates, LLC | 10.3K | $1.25M | −$59.1K | Cut−$86.9K |
| OPPENHEIMER & CO INC | 10.2K | $1.23M | −$58.2K | Cut−$62K |
| Alesco Advisors LLC | 10.1K | $1.22M | −$57.7K | Cut−$57.7K |
| Corient Private Wealth LLC | 10.1K | $1.22M | −$57.5K | Cut−$57.5K |
| KCM INVESTMENT ADVISORS LLC | 9.74K | $1.18M | −$55.5K | Cut−$96.7K |
| Independent Advisor Alliance | 9.46K | $1.14M | — | New |
| Geneos Wealth Management Inc. | 9.32K | $1.13M | −$53.2K | Cut−$436.3K |
| KPP Advisory Services LLC | 8.85K | $1.07M | −$49.9K | Cut−$38.5K |
| RIK SAYLOR FINANCIAL, INC. | 8.71K | $1.05M | −$49.7K | Cut−$50.1K |
| Bright Futures Wealth Management, LLC. | 8.68K | $1.05M | −$49.5K | Cut−$51.6K |
| SAGESPRING WEALTH PARTNERS, LLC | 8.62K | $1.04M | −$49.1K | Cut−$108.9K |
| RFG Advisory, LLC | 8.36K | $1.01M | −$47.7K | Cut−$63.5K |
| Evolution Wealth Advisors, LLC | 8.25K | $998.5K | −$47K | Cut−$47K |
| World Investment Advisors | 8.12K | $982.5K | −$46.3K | Cut−$76.4K |
| BCS Wealth Management | 7.67K | $928.2K | −$43.7K | Cut−$1.02M |
| DMKC Advisory Services, LLC | 7.65K | $925K | −$43.6K | Cut−$43.6K |
| First Heartland Consultants, Inc. | 7.62K | $922K | −$37.4K | Added$91.6K |
| SHP Wealth Management | 7.55K | $913.4K | — | New |
| Independent Wealth Advisors LLC | 7.52K | $909.2K | −$39.4K | Added$32.7K |
| Avior Wealth Management, LLC | 7.45K | $901.1K | −$42.5K | Cut−$50.1K |
| JENNISON ASSOCIATES LLC | 7.21K | $872K | −$41.1K | Cut−$139.8K |
| FIFTH THIRD BANCORP | 7.17K | $866.9K | −$20.5K | Added$411.8K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7.1K | $859K | −$40.5K | Cut−$65.9K |
| TRUIST FINANCIAL CORP | 7.09K | $857.7K | −$40.3K | Cut−$37.2K |
| Three Cord True Wealth Management, LLC | 7.03K | $850.8K | −$40.1K | Cut−$40.1K |
| Arkadios Wealth Advisors | 6.96K | $841.8K | −$39.7K | Cut−$40.5K |
| Merit Financial Group, LLC | 6.79K | $821.8K | −$37K | Cut−$1.78K |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 6.32K | $764.5K | −$36.1K | Cut−$120.1K |
| Financial Freedom, LLC | 6.3K | $761.6K | −$35.9K | Cut−$35.9K |
| Legacy Financial Strategies, LLC | 6.2K | $750.4K | −$35.4K | Cut−$75.3K |
| Ifrah Financial Services, Inc. | 5.92K | $716.3K | −$33.7K | Cut−$56.7K |
| Renaissance Technologies | 5.9K | $713.7K | −$33.6K | Cut−$1.34M |
| HBW ADVISORY SERVICES LLC | 5.74K | $694.1K | −$32.7K | Cut−$51.1K |
| EP Wealth Advisors, LLC | 5.54K | $669.9K | −$30.2K | Cut−$1.8K |
| Mirador Capital Partners LP | 5.26K | $636.7K | −$29.3K | Cut−$14.3K |
| Beacon Pointe Advisors, LLC | 5.17K | $625.7K | −$29.5K | Cut−$530.7K |
| MidAtlantic Capital Management, Inc. | 5.16K | $623.8K | −$29.4K | Cut−$47.9K |
| OneAscent Financial Services LLC | 5.12K | $619.2K | −$29.2K | Cut−$41K |
| HHM Wealth Advisors, LLC | 5.11K | $617.7K | −$29.1K | Cut−$29.1K |
| GLENMEDE TRUST CO NA | 5.1K | $617.1K | −$29.1K | Cut−$62.1K |
| BigSur Wealth Management LLC | 5.08K | $614K | −$28.9K | Cut−$28.9K |
| WHITTIER TRUST CO | 5K | $613.1K | −$26.6K | Cut−$26.6K |
| Weaver Consulting Group | 5.01K | $606.5K | −$28K | Cut−$16.2K |
| MLP3, LLC | 4.99K | $603.9K | −$28.5K | Cut−$28.5K |
| AVAII WEALTH MANAGEMENT, LLC | 4.97K | $601K | −$28.3K | Cut−$33.1K |
| IFP Advisors, Inc | 4.93K | $596.7K | −$20.8K | Added$133.6K |
| UNIQUE WEALTH, LLC | 4.91K | $594.5K | −$28K | Cut−$39.5K |
| NATIONAL BANK OF CANADA /FI/ | 4.8K | $580.1K | −$24.6K | Added$42.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4.75K | $579.2K | −$28.3K | Cut−$16.6M |
| LWM Advisory Services, LLC | 4.72K | $571.4K | −$26.9K | Cut−$2.46M |
| Parallel Advisors, LLC | 4.71K | $569.7K | −$26.8K | Cut−$26.8K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 4.68K | $565.7K | −$26.7K | Cut−$26.7K |
| Cambridge Financial Group, LLC | 4.64K | $561.3K | −$29.7K | Cut−$29.7K |
| WPWealth LLP | 4.61K | $557.7K | −$26.3K | Cut−$26.3K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 4.52K | $546.4K | −$25.7K | Cut−$25.7K |
| Montis Financial, LLC | 4.48K | $541.7K | −$25.5K | Cut−$625.4K |
| MAI Capital Management | 4.46K | $539.6K | −$25.4K | Cut−$25.4K |
| M&T Bank Corp | 4.43K | $535.8K | −$13.4K | Added$237K |
| Secure Asset Management, LLC | 4.42K | $534.5K | −$23.8K | Added$6.1K |
| BlackDiamond Wealth Management, LLC | 4.3K | $519.8K | −$37.7K | Cut−$129.8K |
| NTV Asset Management LLC | 4.23K | $511.7K | −$24.1K | Cut−$74.8K |
| FIRST COMMUNITY TRUST NA | 4.2K | $508.6K | −$24K | Cut−$24K |
| CATALYST FINANCIAL PARTNERS LLC | 4.04K | $489K | −$23K | Cut−$23K |
| Dynamic Advisor Solutions LLC | 4.04K | $488.2K | −$23K | Cut−$54.2K |
| PNC Financial Services Group, Inc. | 4.01K | $485.6K | −$19.7K | Added$46.8K |
| Mascagni Wealth Management, Inc. | 3.92K | $473.6K | −$22.3K | Cut−$21K |
| Nicholas Hoffman & Company, LLC. | 3.91K | $473.2K | −$22.3K | Cut−$22.3K |
| Fortitude Family Office, LLC | 3.9K | $471.8K | −$22.2K | Cut−$516.2K |
| Aprio Wealth Management, LLC | 3.89K | $470.3K | −$21.7K | Cut−$11K |
| Stronghold Wealth Management L.L.C. | 3.72K | $450.4K | −$21.2K | Cut−$31.7K |
| CHOREO, LLC | 3.7K | $447.1K | −$23.1K | Cut−$11.6K |
| LongView Wealth Management | 3.38K | $440.1K | $4.18K | Cut−$3.68K |
| Financial Council, LLC | 3.62K | $437.9K | −$17.8K | Added$43.2K |
| DAYMARK WEALTH PARTNERS, LLC | 3.58K | $433.1K | −$20.4K | Cut−$20.4K |
| Sowell Financial Services LLC | 3.55K | $429.5K | −$20.2K | Cut−$20.2K |
| Concurrent Investment Advisors, LLC | 3.52K | $426.1K | −$20.1K | Cut−$265.7K |
| Vawter Financial, Ltd. | 3.5K | $423.4K | −$20K | Cut−$19.9K |
| Savant Capital, LLC | 3.48K | $420.7K | −$15.4K | Added$79.4K |
| Klingman & Associates, LLC | 3.48K | $420.4K | −$19.8K | Cut−$19.8K |
| COZAD ASSET MANAGEMENT INC | 3.45K | $417.3K | −$19.5K | Cut−$15.9K |
| Cape Investment Advisory, Inc. | 3.38K | $409.2K | −$19.3K | Cut−$45K |
| Per Stirling Capital Management, LLC. | 3.35K | $404.6K | −$19.1K | Cut−$19.4K |
| GREAT VALLEY ADVISOR GROUP, INC. | 3.31K | $400.8K | −$17K | Added$23K |
| SFMG, LLC | 3.28K | $397.2K | −$18.7K | Cut−$18.7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3.23K | $390.5K | −$9.63K | Added$176.4K |
| Palisade Asset Management, LLC | 3.22K | $389.5K | −$18.4K | Cut−$18.4K |
| Pathstone Holdings, LLC | 3.13K | $379.1K | −$17.9K | Cut−$685K |
| Atala Financial Inc | 3.12K | $378.7K | −$16.2K | Cut−$16.2K |
| SkyOak Wealth, LLC | 3.12K | $377.8K | −$17.8K | Cut−$17.8K |
| BAR HARBOR WEALTH MANAGEMENT | 3.01K | $364.4K | −$17.2K | Cut−$17.2K |
| Sanctuary Advisors, LLC | 2.86K | $345.5K | −$16.3K | Cut−$16.3K |
| WADDELL & ASSOCIATES, LLC | 2.83K | $341.9K | −$16.1K | Cut−$26.6K |
| ROCKLAND TRUST CO | 2.81K | $340.5K | — | New |
| HB Wealth Management, LLC | 2.81K | $339.7K | −$14.9K | Added$9.33K |
| BURKE & HERBERT BANK & TRUST CO | 2.73K | $330.2K | −$15.6K | Cut−$15.6K |
| Revisor Wealth Management LLC | 2.67K | $323.5K | −$15.9K | Cut−$15.9K |
| TWO SIGMA SECURITIES, LLC | 2.67K | $323.1K | −$15.2K | Cut−$94.6K |
| Future Financial Wealth Managment LLC | 2.45K | $322.3K | $15.4K | Added$15.4K |
| McKinley Carter Wealth Services, Inc. | 2.65K | $320.8K | −$15.1K | Cut−$23K |
| Symphony Financial, Ltd. Co. | 2.68K | $319.4K | −$19.7K | Added$18.1K |
| RiverTree Advisors, LLC | 2.61K | $316K | −$14.9K | Cut−$46K |
| D.A. DAVIDSON & CO. | 2.58K | $311.6K | −$9.65K | Added$97.2K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 2.57K | $310.9K | −$14.6K | Cut−$14.6K |
| Grey Ledge Advisors, LLC | 2.57K | $310.7K | −$14.6K | Cut−$14.6K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 2.33K | $310.7K | $10.8K | Added$18.3K |
| PW ADVISORS, LLC \ FL | 2.57K | $310.5K | — | New |
| HUNTINGTON NATIONAL BANK | 2.53K | $305.9K | −$14.4K | Cut−$14.4K |
| HighPoint Advisor Group LLC | 2.52K | $304.9K | −$13.9K | Cut−$3.73K |
| Strait & Sound Wealth Management LLC | 2.49K | $301K | −$12.1K | Added$31.8K |
| SIERRA OCEAN, LLC | 2.48K | $299.6K | −$14.1K | Cut−$19.7K |
| MONTAG A & ASSOCIATES INC | 2.4K | $290.3K | −$13.7K | Cut−$13.7K |
| Integrity Wealth Partners, LLC | 2.4K | $290.2K | — | Held |
| Avise Financial Cooperative, Inc. | 2.38K | $288K | −$13.6K | Cut−$21.1K |
| Bill Few Associates, Inc. | 2.38K | $287.9K | −$9.69K | Added$72.6K |
| Cresset Asset Management, LLC | 2.35K | $284K | −$13.4K | Cut−$99.4K |
| Golden State Wealth Management, LLC | 2.32K | $281K | −$13.2K | Cut−$489.7K |
| BROWN ADVISORY INC | 2.26K | $273.3K | −$12.1K | Added$3.97K |
| TRITONPOINT WEALTH, LLC | 2.23K | $270.1K | −$12.7K | Cut−$29.6K |
| Joel Isaacson & Co., LLC | 2.23K | $269.9K | −$12.7K | Cut−$12.7K |
| GUYASUTA INVESTMENT ADVISORS INC | 2.19K | $264.3K | −$12.5K | Cut−$12.5K |
| Allworth Financial LP | 2.15K | $259.7K | −$12.2K | Cut−$35.7K |
| Kovack Advisors, Inc. | 2.1K | $256.1K | −$9.63K | Cut−$4.75K |
| Americana Partners, LLC | 2.09K | $253.3K | −$11.9K | Cut−$11.9K |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 2.08K | $251.9K | −$11.9K | Cut−$11.9K |
| SBI Securities Co., Ltd. | 2.01K | $243.3K | −$11.5K | Cut−$57.1K |
| OpenArc Corporate Advisory, LLC | 2K | $242.4K | −$11.4K | Cut−$11.4K |
| MARCO INVESTMENT MANAGEMENT LLC | 2K | $241.9K | −$11.4K | Cut−$11.4K |
| Breakwater Investment Management | 1.99K | $240.7K | −$11.3K | Cut−$11.3K |
| CPWA, LLC | 1.71K | $239.9K | — | Held |
| Affiance Financial, LLC | 1.95K | $236.1K | −$11.1K | Cut−$11.1K |
Who left
- Alexis Investment Partners, LLC$9.6M
- GeoWealth Management, LLC$2.12M
- Envestnet Portfolio Solutions, Inc.$990.2K
- Orion Porfolio Solutions, LLC$738.9K
- NewEdge Advisors, LLC$653.3K
- Fortis Group Advisors, LLC$618.8K
- Capital World Investors$444.7K
- J.W. COLE ADVISORS, INC.$415K
- POLEN CAPITAL MANAGEMENT LLC$347.4K
- CIBC Asset Management Inc$335.3K
- Signal Advisors Wealth, LLC$295.3K
- PCM Encore, LLC$289.6K
- ADELL HARRIMAN & CARPENTER INC$272.3K
- Valmark Advisers, Inc.$267.9K
- Eddie Patel Inc$256.6K
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.