Stock
Reported value
$56.5B
Holders
1,882
+107 new · −106 exited
Holders’ est. mark
$793.7M
Price effect on 243 books still in the name
Largest holder
$9.86B
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.1% · $1.99B
- Renaissance Technologies0.0% · $20M
- Icahn Capital0.0% · $41.5M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 46.1M | $9.86B | $153.7M | Cut−$1.13B |
| MORGAN STANLEY | 42.2M | $9.02B | $132.1M | Added$679.9M |
| GOLDMAN SACHS GROUP INC | 11.6M | $2.49B | $38.5M | Added$54.4M |
| Fidelity | 9.29M | $1.99B | $28.7M | Added$173.6M |
| JPMORGAN CHASE & CO | 8.65M | $1.81B | −$7.95M | Cut−$135.5M |
| Financial Engines Advisors L.L.C. | 8.02M | $1.71B | $26.7M | Cut−$57.2M |
| ENVESTNET ASSET MANAGEMENT INC | 6.89M | $1.47B | $22.9M | Cut−$157.5M |
| UBS Group AG | 6.58M | $1.41B | $21.9M | Added$15.1M |
| Baird Financial Group, Inc. | 6.03M | $1.29B | $19.5M | Added$57.5M |
| RAYMOND JAMES FINANCIAL INC | 5.51M | $1.18B | $17.9M | Added$46.4M |
| NORTHERN TRUST CORP | 5.16M | $1.1B | $16.4M | Added$65.3M |
| WELLS FARGO & COMPANY/MN | 5.01M | $1.07B | $16.7M | Cut−$168.6M |
| LPL Financial LLC | 4.28M | $915.5M | $14.3M | Added$13.1M |
| PRUDENTIAL FINANCIAL INC | 3.74M | $798.3M | $5.92M | Added$72.9M |
| M&T Bank Corp | 3.55M | $757.5M | $11.8M | Cut−$38.7M |
| PNC Financial Services Group, Inc. | 3.39M | $723.5M | $11.3M | Cut−$24.8M |
| Pinnacle Financial Partners, Inc. | 3.25M | $693.5M | $10.8M | Added$7.03M |
| JONES FINANCIAL COMPANIES LLLP | 2.64M | $554.8M | −$407.6K | Added$237.8M |
| Jasper Ridge Partners, L.P. | 2.47M | $527.2M | $8.22M | Cut−$3.89M |
| FRANKLIN RESOURCES INC | 2.36M | $505.2M | $1.37M | Added$418.9M |
| ROYAL BANK OF CANADA | 2.22M | $473.9M | $7.39M | Cut−$60.5M |
| TRUIST FINANCIAL CORP | 2.16M | $461.9M | $7.2M | Cut−$31.3M |
| GLOBALT Investments LLC / GA | 1.75M | $373.7M | $5.62M | Added$19M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.61M | $343.2M | $5.35M | Cut−$19.8M |
| Rockefeller Capital Management L.P. | 1.54M | $328.8M | $4.8M | Added$25.8M |
| STIFEL FINANCIAL CORP | 1.47M | $313.2M | $4.88M | Cut−$89.9M |
| Focus Partners Wealth | 1.41M | $302.3M | $4.85M | Added$5.16M |
| Stairway Partners, LLC | 1.33M | $284.5M | $4.41M | Added$6.18M |
| 71 West Capital Partners | 1.26M | $270.1M | $3.8M | Added$30.1M |
| Cetera Investment Advisers | 1.23M | $262.7M | $4.1M | Cut−$9.77M |
| AMERIPRISE FINANCIAL INC | 1.19M | $254.8M | $4.01M | Cut−$39.3M |
| FIFTH THIRD BANCORP | 1.19M | $254.6M | $935.3K | Added$195.6M |
| CITIGROUP INC | 1.1M | $234.7M | $3.66M | Cut−$28.3M |
| HighTower Advisors, LLC | 1.09M | $232.8M | $3.63M | Added$1.53M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1.06M | $227.4M | — | Held |
| Bank of New York Mellon Corp | 903.6K | $193.1M | $2.86M | Added$12.5M |
| Waldron Private Wealth LLC | 869.6K | $185.8M | $2.9M | Added$512.3K |
| OAKWORTH CAPITAL, INC. | 862.3K | $184.2M | $2.78M | Added$8.61M |
| Cerity Partners LLC | 815.6K | $174.3M | $1.51M | Added$79.1M |
| BNP PARIBAS FINANCIAL MARKETS | 806.8K | $172.4M | $2.69M | Cut−$49.2M |
| Pacific Life Fund Advisors LLC | 803.5K | $171.7M | $2.68M | Cut−$47.8M |
| US BANCORP \DE\ | 800.9K | $171.1M | $2.67M | Cut−$2.21M |
| VICTORY CAPITAL MANAGEMENT INC | 780.8K | $166.8M | $43.5K | Added$164.1M |
| Corient Private Wealth LLC | 781.9K | $166M | $1.44M | Cut−$5.4M |
| OpenArc Corporate Advisory, LLC | 747.1K | $159.6M | $2.24M | Added$18M |
| BROWN ADVISORY INC | 738.8K | $157.9M | $2.06M | Added$27.5M |
| OSAIC HOLDINGS, INC. | 713.3K | $152.4M | $2.03M | Added$23.8M |
| COMMERCE BANK | 706.8K | $151M | $2.35M | Cut−$1.55M |
| Circle Wealth Management, LLC | 672.7K | $143.7M | $2.24M | Added$2.25M |
| Dynasty Wealth Management, LLC | 658.4K | $140.7M | $1.32M | Added$57.4M |
| BlackRock, Inc. | 640.2K | $136.8M | $1.23M | Added$59.1M |
| TIAA Wealth Investment Management LLC | 645.8K | $135.2M | — | Held |
| 1ST SOURCE BANK | 621.9K | $132.9M | $2.03M | Added$4.53M |
| STEPHENS INC /AR/ | 583K | $124.6M | $1.94M | Cut−$6.09M |
| Creative Planning | 536.9K | $114.7M | $1.79M | Added$1.25M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 497.9K | $107.3M | −$522.8K | Cut−$33.9M |
| Mariner, LLC | 478.2K | $102.2M | $1.59M | Cut−$9.63M |
| Pathstone Holdings, LLC | 469.6K | $100.3M | $1.56M | Cut−$2.44M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 460.8K | $98.5M | $1.5M | Added$3.91M |
| CAPTRUST FINANCIAL ADVISORS | 435.6K | $93.1M | $1.37M | Added$5.93M |
| Cullen/Frost Bankers, Inc. | 435.1K | $93M | $1.34M | Added$8.18M |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 431.2K | $92.1M | $1.43M | Added$1.53M |
| BANK OF NOVA SCOTIA | 425.6K | $90.9M | $1.42M | Cut−$330.6K |
| Cassaday & Co Wealth Management LLC | 418K | $89.3M | $1.39M | Added$418.5K |
| Equitable Holdings, Inc. | 343.6K | $87M | $14.7M | Added$10.7M |
| CHOREO, LLC | 402.8K | $86.1M | $689.2K | Added$1.63M |
| MML INVESTORS SERVICES, LLC | 401.1K | $85.7M | $1.34M | Cut−$10.1M |
| EQUITY INVESTMENT CORP | 400.6K | $85.6M | $1.33M | Cut−$22.1M |
| Cedar Mountain Advisors, LLC | 395.2K | $84.4M | $1.32M | Cut−$235.6K |
| Marquette Asset Management, LLC | 393.6K | $84.1M | $1.28M | Added$3.37M |
| Steward Partners Investment Advisory, LLC | 380.7K | $81.3M | $1.03M | Added$16.2M |
| LANDAAS & CO /WI /ADV | 373.5K | $79.8M | $1.22M | Added$2.99M |
| Modera Wealth Management, LLC | 363.5K | $77.7M | $1.21M | Added$945.7K |
| MAI Capital Management | 361.1K | $77.1M | $1.2M | Added$985.1K |
| StoneX Group Inc. | 359.1K | $76.7M | $1.19M | Added$1.52M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 354.9K | $75.8M | $1.1M | Added$6.55M |
| MV CAPITAL MANAGEMENT, INC. | 340.9K | $72.8M | $1.14M | Cut−$3.36M |
| Beacon Pointe Advisors, LLC | 338.7K | $72.4M | $1.13M | Cut−$14.5M |
| Private Advisor Group, LLC | 333.8K | $71.3M | $1.11M | Added$576K |
| TWO SIGMA INVESTMENTS, LP | 331.2K | $70.8M | $33.3K | Added$68.7M |
| Cresset Asset Management, LLC | 324.5K | $69.3M | $992.3K | Added$6.66M |
| Allworth Financial LP | 315.6K | $67.4M | $1.05M | Added$23.1K |
| Lido Advisors, LLC | 309.8K | $66.2M | $1.12M | Added$28.4M |
| EP Wealth Advisors, LLC | 303.1K | $64.8M | $1.01M | Cut−$98.2K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 285.4K | $61M | $521.7K | Added$29.9M |
| BANK OF MONTREAL /CAN/ | 282.7K | $60.4M | $841K | Added$7.28M |
| SMI Advisory Services, LLC | 269.9K | $58.5M | −$282.7K | Added$3M |
| Paulson Wealth Management Inc. | 273.5K | $58.4M | $900.8K | Added$1.56M |
| Waverly Advisors, LLC | 272.5K | $58.2M | $907.6K | Cut−$818.2K |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 270.1K | $57.7M | $635.4K | Added$17.6M |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 266.2K | $56.9M | $873.9K | Added$1.68M |
| BLAIR WILLIAM & CO/IL | 259.6K | $55.5M | $828.2K | Added$3.16M |
| BRIDGES INVESTMENT MANAGEMENT INC | 257.3K | $55M | $856.7K | Cut−$1.33M |
| Badgley Phelps Wealth Managers, LLC | 251.5K | $53.7M | $837.4K | Cut−$6.06M |
| HB Wealth Management, LLC | 236.3K | $50.5M | $781.7K | Added$1.12M |
| Wind River Trust Co | 231.4K | $49.4M | $770.6K | Added$285.5K |
| MERCER GLOBAL ADVISORS INC /ADV | 231K | $49.4M | $694.3K | Added$5.48M |
| MISSION WEALTH MANAGEMENT, LP | 224.6K | $48M | $739K | Added$1.33M |
| AMERICAN CENTURY COMPANIES INC | 224.3K | $47.9M | $746.9K | Cut−$11.5M |
| Legacy Edge Advisors, LLC | 221.8K | $47.4M | $738.5K | Cut−$497.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 219.9K | $47M | $631.5K | Added$7.09M |
| Americana Partners, LLC | 214.1K | $45.7M | $690.7K | Added$2.12M |
| Comprehensive Financial Management LLC | 210.2K | $44.9M | $700.1K | Added$700.1K |
| Mesirow Financial Investment Management, Inc. | 207.3K | $44.3M | $559.3K | Added$9.02M |
| Relyea Zuckerberg Hanson LLC | 206.5K | $44.1M | $687.5K | Added$398.3K |
| Boston Partners | 202.4K | $43.3M | $132.5K | Cut−$15.1M |
| ALLIANCEBERNSTEIN L.P. | 204.3K | $43M | −$0 | Cut−$44.5M |
| Icahn Capital | 194.3K | $41.5M | $515.7K | Added$8.95M |
| CIBC Bancorp USA Inc. | 190.1K | $40.6M | — | Held |
| Concurrent Investment Advisors, LLC | 189.6K | $40.5M | $596.1K | Added$2.85M |
| CFS Investment Advisory Services, LLC | 178.1K | $40.4M | $2.99M | Added$1.46M |
| Prospera Financial Services Inc | 180.5K | $38.6M | $600.4K | Cut−$318.9K |
| Kestra Advisory Services, LLC | 179.3K | $38.3M | $597K | Added$336K |
| Saudi Central Bank | 178K | $38M | $592.8K | Added$592.8K |
| REGIONS FINANCIAL CORP | 176.4K | $37.7M | $587.4K | Added$86.3K |
| Wilmington Savings Fund Society, FSB | 170.6K | $36.4M | $385.1K | Added$12.1M |
| Nuveen, LLC | 170.3K | $36.4M | $567.1K | Cut−$14M |
| Clearstead Advisors, LLC | 166.1K | $35.5M | $494.9K | Added$4.22M |
| Corundum Group, Inc. | 165.7K | $35.4M | $543K | Added$1.12M |
| IEQ CAPITAL, LLC | 160.6K | $34.3M | $535K | Added$526.4K |
| Cordatus Wealth Management LLC | 157.9K | $33.7M | $525.8K | Cut−$481.1K |
| Midwest Trust Co | 157.1K | $33.6M | $488.9K | Added$2.69M |
| WESTWOOD HOLDINGS GROUP INC | 155.9K | $33.3M | $462.5K | Added$4.11M |
| Pacific Sage Partners, LLC | 155K | $33.1M | $506.1K | Added$1.16M |
| PROATHLETE WEALTH MANAGEMENT LLC | 153.6K | $32.9M | $481K | Added$1.69M |
| HSBC HOLDINGS PLC | 151.8K | $32.4M | $472.4K | Added$2.6M |
| Ellenbecker Investment Group | 146.7K | $31.4M | $447.3K | Added$3.09M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 146.7K | $31.3M | $488.5K | Cut−$3.99M |
| Sanctuary Advisors, LLC | 146.2K | $31.2M | $476.8K | Added$1.13M |
| JMAC ENTERPRISES LLC | 143.9K | $30.8M | $472.6K | Added$904.4K |
| Objectivity Squared, LLC | 143.6K | $30.7M | $478.3K | Cut−$694K |
| KEYBANK NATIONAL ASSOCIATION/OH | 143.1K | $30.6M | $476.6K | Cut−$400.1K |
| CAMBIAR INVESTORS LLC | 140.3K | $30M | $467.1K | Cut−$7.3M |
| SIMON QUICK ADVISORS, LLC | 139.1K | $29.7M | $461.5K | Added$583.3K |
| Savant Capital, LLC | 138.6K | $29.6M | $461.3K | Added$446.1K |
| RMR Wealth Builders | 137.2K | $29.3M | $456.9K | Added$191.1K |
| Quantinno Capital Management LP | 132.4K | $28.3M | $318.3K | Added$8.19M |
| AMG National Trust Bank | 130.7K | $27.9M | $420.4K | Added$1.36M |
| Claro Advisors Inc. | 127.5K | $27.2M | $424.6K | Cut−$104.2K |
| LWM ADVISORS INC | 125.3K | $26.8M | $391.2K | Added$2.06M |
| Flaharty Asset Management, LLC | 124.5K | $26.6M | $414.5K | Cut−$363.3K |
| FIRST HORIZON CORP | 124.3K | $26.6M | $413.4K | Added$456.6K |
| TruWealth Advisors, LLC | 122.6K | $26.2M | $402.7K | Added$764K |
| Sylvest Advisors, LLC | 122.2K | $26.1M | $391.2K | Added$1.41M |
| River Road Asset Management, LLC | 121.2K | $25.9M | — | New |
| Nadler Financial Group, Inc. | 120K | $25.6M | $399.8K | Cut−$3.45M |
| Gotham Asset Management, LLC | 115.3K | $24.6M | $269.1K | Added$7.64M |
| CWM, LLC | 115K | $24.6M | $24.1M | Added$24.6M |
| NEUBERGER BERMAN GROUP LLC | 113.2K | $24.2M | $376.8K | Added$226.9K |
| Ryan Investment Management, Inc. | 112.9K | $24.1M | $366.3K | Added$976.8K |
| PFW Advisors LLC | 111K | $23.7M | $369.7K | Cut−$247.5K |
| Stratos Investment Management, LLC | 110.5K | $23.6M | $367.9K | Cut−$695.1K |
| Fulton Bank, N.A. | 109.1K | $23.3M | $354.8K | Added$897.9K |
| Venture Visionary Partners LLC | 107K | $22.9M | $356.4K | Cut−$93.5K |
| Parkside Financial Bank & Trust | 105.6K | $22.6M | $345.6K | Added$719.8K |
| Arkadios Wealth Advisors | 105.5K | $22.5M | $348K | Added$555.9K |
| AWM CAPITAL, LLC | 105.1K | $22.5M | $349.3K | Added$392.4K |
| Envestnet Portfolio Solutions, Inc. | 103.5K | $22.1M | $344.9K | Cut−$8.86M |
| Arax Advisory Partners | 103.1K | $22M | $343.5K | Added$269.9K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 100.7K | $21.5M | $344.5K | Added$661.4K |
| BTC Capital Management, Inc. | 98.5K | $21.1M | $328.1K | Cut−$2.92M |
| VOYA INVESTMENT MANAGEMENT LLC | 97.7K | $20.9M | $121.8K | Added$13.2M |
| &PARTNERS | 95.5K | $20.6M | $285.6K | Cut−$10.1M |
| OPPENHEIMER ASSET MANAGEMENT INC. | 94.8K | $20.3M | $315.8K | Cut−$27.7M |
| CM WEALTH ADVISORS LLC | 94.6K | $20.2M | $305.1K | Added$939.9K |
| Fund Evaluation Group, LLC | 93.8K | $20M | $290.9K | Added$1.67M |
| Renaissance Technologies | 93.7K | $20M | $10.3K | Added$19.4M |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 93.5K | $20M | $311.4K | Cut−$247K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 92.8K | $19.8M | $308.9K | Cut−$38.1M |
| Westshore Wealth, LLC | 92.4K | $19.7M | $307.6K | Cut−$622.1K |
| Beirne Wealth Consulting Services, LLC | 92K | $19.7M | $291.6K | Added$1.26M |
| TD PRIVATE CLIENT WEALTH LLC | 90.8K | $19.4M | $302.4K | Cut−$13.4M |
| Ashton Thomas Private Wealth, LLC | 90.6K | $19.4M | $301.8K | Added$82.6K |
| Stratos Wealth Partners, LTD. | 88.1K | $18.8M | $135K | Added$10.3M |
| GHP Investment Advisors, Inc. | 88K | $18.8M | $293.1K | Added$150.7K |
| ZACKS INVESTMENT MANAGEMENT | 87.6K | $18.7M | $291.5K | Cut−$45.2M |
| Bleakley Financial Group, LLC | 85.4K | $18.2M | $275.1K | Added$878.7K |
| SEI INVESTMENTS CO | 85K | $18.2M | $116.7K | Added$10.8M |
| VestGen Advisors, LLC | 77.3K | $18.1M | $1.85M | Added$1.7M |
| Independent Family Office, LLC | 84.7K | $18.1M | $281.9K | Cut−$190.5K |
| Summit Financial, LLC | 84.5K | $18.1M | $210.6K | Added$4.76M |
| Kovitz Investment Group Partners, LLC | 84K | $17.9M | $137.9K | Added$9.22M |
| MetLife Investment Management, LLC | 83.8K | $17.9M | $144.2K | Added$8.8M |
| Noble Family Wealth, LLC | 82.8K | $17.7M | $275.6K | Cut−$50K |
| RTD Financial Advisors, Inc. | 80.5K | $17.2M | $268K | Cut−$34.3K |
| NESTEGG ADVISORS, INC. | 79.3K | $16.9M | $255K | Added$841.5K |
| GLENMEDE TRUST CO NA | 79.3K | $16.9M | $203.4K | Added$4.08M |
| Napier Financial, LLC | 79.2K | $16.9M | $258.9K | Added$551.4K |
| Wealthspire Advisors, LLC | 78K | $16.7M | $259.7K | Cut−$358.5K |
| MONTAG A & ASSOCIATES INC | 77.2K | $16.5M | $255.8K | Added$340.5K |
| Apella Capital, LLC | 72.4K | $16.4M | $1.21M | Added$1.33M |
| SUMMIT WEALTH GROUP LLC / CO | 76.6K | $16.4M | $65.1K | Added$12.3M |
| Hirtle Callaghan & Co LLC | 74.8K | $16M | $249.1K | Cut−$1.01M |
| TCW GROUP INC | 74.5K | $15.9M | $248K | Cut−$4.35M |
| PW Nova Financial Services LLC | 74.4K | $15.9M | $106.8K | Added$446.2K |
| Ballast, Inc. | 74.2K | $15.9M | $236.1K | Added$921.8K |
| Willis Johnson & Associates, Inc. | 74.1K | $15.8M | $246.8K | Added$67.2K |
| Ascent Group, LLC | 73.8K | $15.8M | $245.9K | Cut−$116.3K |
| WEST BANCORPORATION INC | 73.1K | $15.6M | $222.6K | Added$1.56M |
| Bryn Mawr Trust Advisors, LLC | 72.8K | $15.6M | $131.9K | Added$7.22M |
| BITTERROOT CAPITAL ADVISORS LLC | 72.4K | $15.5M | $241K | Added$268.5K |
| FIRST CITIZENS BANK & TRUST CO | 72.2K | $15.4M | $235.1K | Added$580.6K |
| Newport Capital Group, LLC | 71.1K | $15.2M | $237.3K | Added$210.2K |
| Callan Family Office, LLC | 69.4K | $14.8M | $231K | Cut−$33M |
| Orion Porfolio Solutions, LLC | 69.3K | $14.8M | $230.6K | Cut−$5.67M |
| Berman McAleer LLC | 68.3K | $14.6M | $227.5K | Cut−$92.2K |
| SONATA CAPITAL GROUP INC | 66.7K | $14.2M | $220.8K | Added$294.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 65K | $13.9M | $98.3K | Added$7.68M |
| Jefferies Financial Group Inc. | 64.9K | $13.9M | $180.2K | Added$2.49M |
| Meramec Financial Planners, LLC | 60.5K | $13.7M | $154.7K | Added$970.6K |
| Farther Finance Advisors, LLC | 63.5K | $13.6M | $163.5K | Added$6.17M |
| Private Advisory Group LLC | 61.7K | $13.2M | — | New |
| GENESIS PRIVATE WEALTH, LLC | 61.6K | $13.2M | $204.9K | Cut−$890.3K |
| Breakwater Capital Group | 61.3K | $13.1M | $203.9K | Cut−$3.51K |
| INSIGHT 2811, INC. | 59.7K | $12.8M | $194.8K | Added$459.5K |
| OPPENHEIMER & CO INC | 59.6K | $12.7M | $194.1K | Added$482.1K |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 59.1K | $12.6M | $196.9K | Added$115.5K |
| Aptus Capital Advisors, LLC | 58.8K | $12.6M | $194.7K | Added$263.1K |
| Johnson Financial Group, Inc. | 58.7K | $12.5M | $195.4K | Cut−$981.3K |
| Integrated Wealth Concepts LLC | 58K | $12.4M | $150.5K | Added$2.88M |
| Krane Financial Solutions LLC | 57.4K | $12.3M | — | Held |
| NAPLES GLOBAL ADVISORS, LLC | 57.3K | $12.3M | $186.1K | Added$495.1K |
| Chicago Partners Investment Group LLC | 53.7K | $12.2M | $433.4K | Added$447K |
| INVESTMENT PARTNERS, LTD. | 56.8K | $12.1M | $189.2K | Added$181.2K |
| FIRST NATIONAL BANK OF OMAHA | 57.5K | $12M | −$145K | Cut−$670.8K |
| CERTUITY, LLC | 56.1K | $12M | $186.8K | Cut−$1.9M |
| BOKF, NA | 56.1K | $12M | $186.7K | Cut−$7.48M |
| Haverford Trust Co | 56K | $12M | $186.6K | Cut−$469.9K |
| SAGESPRING WEALTH PARTNERS, LLC | 56K | $12M | $186.3K | Added$169.7K |
| Avidian Wealth Enterprises, LLC | 55.8K | $11.9M | $186K | Added$127.3K |
| Prism Advisors, Inc. | 55.6K | $11.9M | $185.1K | Added$29.5K |
| JFS WEALTH ADVISORS, LLC | 54K | $11.5M | $179.6K | Added$117.5K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 52.8K | $11.3M | $176K | Cut−$1.14M |
| Newton One Investments LLC | 50.7K | $10.8M | $168.9K | Cut−$3.75K |
| Goelzer Investment Management, Inc. | 50.4K | $10.8M | $167.6K | Added$187.3K |
| Kelsey Financial, LLC | 50K | $10.7M | $166.7K | Cut−$2.22M |
| FMA Wealth Management, LLC | 49.8K | $10.6M | $165.7K | Cut−$698.4K |
| CANANDAIGUA NATIONAL CORP | 49.6K | $10.6M | — | Held |
| XML Financial, LLC | 49.3K | $10.5M | $164.3K | Cut−$3.43M |
| HANCOCK WHITNEY CORP | 45.2K | $10.4M | $922.5K | Added$282.5K |
| Blue Trust, Inc. | 48.8K | $10.4M | $162.8K | Cut−$1.48M |
| DIVERSIFIED TRUST CO | 48.4K | $10.3M | $161.1K | Added$164.1K |
| Montecito Bank & Trust | 48.3K | $10.3M | $160.7K | Added$39.8K |
| NWAM LLC | 48K | $10.3M | $92.6K | Added$75.9K |
| Snowden Capital Advisors LLC | 48K | $10.2M | $136K | Added$1.65M |
| Tradition Wealth Management, LLC | 47.8K | $10.2M | $159.1K | Added$162.7K |
| Arete Wealth Advisors, LLC | 47.5K | $10.1M | $9.1M | Added$10.1M |
| Morton Capital Management LLC/CA | 47.3K | $10.1M | $157.6K | Cut−$287.9K |
| Valeo Financial Advisors, LLC | 47.1K | $10.1M | $154.6K | Added$285.4K |
| NorthRock Partners, LLC | 46.8K | $10M | $152.5K | Added$375.6K |
Who left
- Mizuho Bank, Ltd.$101M
- Covenant Partners, LLC$64.8M
- Gainplan LLC$43.8M
- NewEdge Advisors, LLC$26.6M
- LYRICAL ASSET MANAGEMENT LP$16.4M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$12.6M
- JANE STREET GROUP, LLC$11.6M
- J.W. COLE ADVISORS, INC.$7.74M
- Caprock Group, LLC$5.09M
- SEVEN MILE ADVISORY$5.06M
- Clearbridge Investments, LLC$4.85M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.63M
- Fiduciary Wealth Partners, LLC$4.38M
- WELLINGTON MANAGEMENT GROUP LLP$4.05M
- SEIZERT CAPITAL PARTNERS, LLC$3.7M
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.