Stock
Reported value
$7.04B
Holders
921
+65 new · −49 exited
Holders’ est. mark
$225.6M
Price effect on 233 books still in the name
Largest holder
$783.8M
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $462.9M
- Renaissance Technologies0.0% · $2.09M
- Icahn Capital0.0% · $2.92M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 7.79M | $783.8M | $27M | Added$84.3M |
| WELLS FARGO & COMPANY/MN | 5.87M | $590.5M | $21.9M | Added$15.3M |
| Fidelity | 4.6M | $462.9M | $15.6M | Added$58.4M |
| BANK OF AMERICA CORP /DE/ | 3.61M | $363.5M | $13.5M | Added$12.4M |
| SHERMAN PORFOLIOS, LLC | 2.26M | $227M | — | New |
| GOLDMAN SACHS GROUP INC | 2.16M | $217.6M | $8.09M | Cut−$2.7M |
| UBS Group AG | 2.09M | $209.9M | $7.8M | Cut−$1.24M |
| ENVESTNET ASSET MANAGEMENT INC | 1.96M | $197.4M | $6.99M | Added$16.3M |
| PNC Financial Services Group, Inc. | 1.93M | $194.6M | $7.23M | Added$6.65M |
| RAYMOND JAMES FINANCIAL INC | 1.48M | $148.7M | $5.53M | Cut−$29.2M |
| LPL Financial LLC | 1.43M | $144.2M | $5.36M | Added$4.83M |
| Financial Engines Advisors L.L.C. | 1.23M | $123.9M | $4.61M | Cut−$3.08M |
| D.A. DAVIDSON & CO. | 1.23M | $123.4M | $4.46M | Added$7.81M |
| NORTHERN TRUST CORP | 1.12M | $113.1M | $4.21M | Added$3.37M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.11M | $111.7M | $4.06M | Added$6.5M |
| USA FINANCIAL FORMULAS | 1.04M | $104.8M | — | New |
| Bank of New York Mellon Corp | 949.6K | $95.5M | $3.07M | Added$16M |
| AMERIPRISE FINANCIAL INC | 945.9K | $95.2M | $3.56M | Added$641.9K |
| JPMORGAN CHASE & CO | 903.2K | $87.8M | $301K | Added$2.06M |
| MAI Capital Management | 722.8K | $72.7M | $2.7M | Added$2.62M |
| COMMONWEALTH EQUITY SERVICES, LLC | 591.4K | $59.5M | $2.21M | Added$605K |
| JONES FINANCIAL COMPANIES LLLP | 574.6K | $56.8M | $819.8K | Added$15.5M |
| KEYBANK NATIONAL ASSOCIATION/OH | 558.7K | $56.2M | $2.09M | Added$1.65M |
| ROYAL BANK OF CANADA | 551.9K | $55.5M | $2M | Added$3.71M |
| HighTower Advisors, LLC | 538.9K | $54.2M | $2.02M | Cut−$2.08M |
| Cerity Partners LLC | 530.7K | $53.4M | $1.87M | Added$4.88M |
| Modern Wealth Management, LLC | 491.5K | $50M | $11.9K | Added$49.8M |
| Joel Isaacson & Co., LLC | 496K | $49.9M | $1.86M | Added$1.29M |
| BOKF, NA | 482.6K | $48.6M | $1.78M | Added$2.46M |
| BANK OF MONTREAL /CAN/ | 472.6K | $47.6M | $1.77M | Cut−$2.55M |
| Willis Johnson & Associates, Inc. | 464.3K | $46.7M | $1.74M | Added$690.4K |
| REGIONS FINANCIAL CORP | 462.2K | $46.5M | $1.73M | Added$1.54M |
| Focus Partners Wealth | 453.2K | $45.6M | $1.69M | Cut−$334.3K |
| MIDLAND WEALTH ADVISORS, LLC | 412.3K | $41.5M | $1.54M | Cut−$1.87M |
| TRUIST FINANCIAL CORP | 387.3K | $39M | $1.45M | Added$548.2K |
| Moment Partners, LLC | 381.9K | $38.4M | $1.42M | Added$1.55M |
| CAPTRUST FINANCIAL ADVISORS | 372.5K | $37.5M | $1.39M | Added$79.5K |
| Wilmington Savings Fund Society, FSB | 368.1K | $37M | $1.38M | Cut−$1.71M |
| Mariner, LLC | 322.1K | $32.4M | $1.2M | Cut−$1.48M |
| Lido Advisors, LLC | 307.7K | $31M | $1.32M | Added$3.35M |
| Steward Partners Investment Advisory, LLC | 306.3K | $30.8M | $1.12M | Added$1.78M |
| FIFTH THIRD BANCORP | 295K | $29.7M | $537.7K | Added$15.8M |
| Rockefeller Capital Management L.P. | 280.4K | $28.2M | $978.8K | Added$2.86M |
| Savant Capital, LLC | 259.1K | $26.1M | $969.2K | Added$719K |
| COURIER CAPITAL LLC | 256.4K | $25.8M | $958.8K | Cut−$1.8M |
| Baird Financial Group, Inc. | 246.7K | $24.8M | $917.7K | Added$1.05M |
| Cetera Investment Advisers | 231.7K | $23.3M | $847.8K | Added$1.36M |
| AlphaCore Capital LLC | 216.7K | $21.8M | $810.6K | Added$269.2K |
| Cassaday & Co Wealth Management LLC | 212.2K | $21.4M | $774.4K | Added$1.3M |
| Hudson Capital Management LLC | 206.1K | $20.7M | $723.6K | Added$1.99M |
| Creative Planning | 204.8K | $20.6M | $703K | Added$2.4M |
| Atlantic Union Bankshares Corp | 194.3K | $19.6M | $726.7K | Cut−$834.8K |
| Argent Trust Co | 192.5K | $19.4M | $627.8K | Added$3.11M |
| STIFEL FINANCIAL CORP | 189.5K | $19.1M | $708.8K | Cut−$254.6K |
| Sterling Financial Planning, Inc. | 185.5K | $18.7M | $687.5K | Added$854.1K |
| INSPIRION WEALTH ADVISORS, LLC | 182.7K | $18.4M | $683.4K | Cut−$5.01M |
| Kestra Advisory Services, LLC | 180K | $18.1M | $657.3K | Added$1.09M |
| Arax Advisory Partners | 177.6K | $17.9M | $664.4K | Cut−$549.3K |
| Salomon & Ludwin, LLC | 174.6K | $17.8M | $399K | Cut−$269.2K |
| Cullen/Frost Bankers, Inc. | 165.1K | $16.6M | $617.4K | Added$287K |
| OSAIC HOLDINGS, INC. | 162.9K | $16.4M | $611.1K | Added$188.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 161K | $16.2M | $152K | Added$12.3M |
| Texas Yale Capital Corp. | 158.5K | $16M | $593K | Added$500.9K |
| Integrated Wealth Concepts LLC | 156.9K | $15.8M | $7.83K | Added$15.6M |
| 1834 INVESTMENT ADVISORS CO | 151.6K | $15.3M | $567.1K | Added$369.7K |
| CoreCap Advisors, LLC | 146K | $14.7M | $16.1K | Added$14.3M |
| Waverly Advisors, LLC | 145.7K | $14.7M | $544.8K | Added$382.6K |
| Ifrah Financial Services, Inc. | 140.7K | $14.2M | $526.1K | Added$365.7K |
| GHP Investment Advisors, Inc. | 140K | $14.1M | $523.7K | Added$461.6K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 132.2K | $13.3M | $485.1K | Added$740.5K |
| FIRST MERCHANTS CORP | 120.8K | $12.2M | $451.9K | Added$119.1K |
| PW Nova Financial Services LLC | 119.1K | $12M | $262K | Added$404.6K |
| Equitable Holdings, Inc. | 143.4K | $11.5M | −$2.35M | Cut−$7.68M |
| AlTi Global, Inc. | 113K | $11.4M | $422.6K | Added$353.8K |
| HUNTINGTON NATIONAL BANK | 105.3K | $10.6M | $374K | Added$907K |
| US BANCORP \DE\ | 102.1K | $10.3M | $381.7K | Cut−$117.5K |
| Ashton Thomas Private Wealth, LLC | 102K | $10.3M | $349.1K | Added$1.22M |
| HSBC HOLDINGS PLC | 101.2K | $10.2M | $378.4K | Added$280.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | 100.6K | $10.1M | $52.3K | Added$8.77M |
| BNP PARIBAS FINANCIAL MARKETS | 100K | $10.1M | — | New |
| DDFG, Inc | 100K | $10.1M | $284.1K | Added$2.7M |
| Private Advisor Group, LLC | 99.9K | $10M | $293K | Added$2.46M |
| JFS WEALTH ADVISORS, LLC | 93.8K | $9.43M | $350.7K | Added$290.5K |
| Broadview Financial Management, LLC | 92.7K | $9.33M | $346.8K | Added$249.3K |
| Associated Banc-Corp | 87.6K | $8.82M | $326.7K | Added$354.7K |
| Sanctuary Advisors, LLC | 85.6K | $8.61M | $315.9K | Added$427.1K |
| Bryn Mawr Trust Advisors, LLC | 83.8K | $8.44M | $313.5K | Added$259.9K |
| OFS Enterprise LLC | 82.2K | $8.27M | — | Held |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | 79.4K | $7.99M | $295.4K | Added$337.5K |
| SOA Wealth Advisors, LLC. | 78.9K | $7.93M | $295K | Added$147K |
| Callan Family Office, LLC | 78.8K | $7.93M | $294.4K | Added$304.9K |
| Mill Creek Capital Advisors, LLC | 77.4K | $7.78M | $289.3K | Cut−$701.3K |
| Rodgers & Associates, LTD | 77.2K | $7.76M | $288.5K | Added$271.1K |
| First Citizens Financial Corp | 73.4K | $7.39M | $274.6K | Added$263.3K |
| Heritage Trust Co | 73.3K | $7.37M | $265.2K | Added$503.2K |
| Denver PWM, LLC | 65.2K | $7.35M | $1.42M | Cut−$72.6K |
| GREENLEAF TRUST | 71.8K | $7.23M | $268.7K | Cut−$172.7K |
| Mechanics Bank Trust Department | 71.2K | $7.17M | $265.6K | Added$287.5K |
| Independent Advisor Alliance | 70.7K | $7.12M | — | New |
| Arkadios Wealth Advisors | 69.9K | $7.03M | $229.5K | Added$1.08M |
| Farther Finance Advisors, LLC | 67.7K | $6.88M | $326.2K | Added$383K |
| HB Wealth Management, LLC | 68.1K | $6.85M | $247.9K | Added$424.1K |
| Goelzer Investment Management, Inc. | 67.3K | $6.77M | $251.8K | Added$225.6K |
| Independence Financial Advisors, LLC | 67K | $6.74M | $246.6K | Added$351.5K |
| Ausdal Financial Partners, Inc. | 66.8K | $6.72M | — | New |
| MERCER GLOBAL ADVISORS INC /ADV | 65.4K | $6.58M | $145.6K | Added$2.81M |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 64.6K | $6.5M | — | New |
| JNBA Financial Advisors | 63.8K | $6.42M | $238.5K | Cut−$241K |
| InvesTrust | 60.4K | $6.08M | $225.8K | Added$225.8K |
| Guidance Point Advisors, LLC | 59.5K | $5.99M | $222.8K | Added$208.6K |
| World Investment Advisors | 58.7K | $5.91M | $186.3K | Added$1.08M |
| Sunbelt Securities, Inc. | 58K | $5.84M | $215.6K | Added$253.2K |
| Asset Management Group, Inc. | 57.4K | $5.77M | $214.4K | Added$219.7K |
| Causey Wealth LLC | 56.8K | $5.71M | $203.6K | Added$439.4K |
| &PARTNERS | 56K | $5.63M | $195.7K | Added$535K |
| EP Wealth Advisors, LLC | 54.9K | $5.52M | $205.2K | Cut−$19.5K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 53.5K | $5.39M | $188.5K | Added$503.1K |
| Merit Financial Group, LLC | 52.2K | $5.25M | $39.8K | Added$4.22M |
| NewEdge Wealth, LLC | 52.2K | $5.25M | $154.6K | Added$1.25M |
| Berman McAleer LLC | 51.4K | $5.17M | $192.1K | Cut−$86.4K |
| Corient Private Wealth LLC | 51.5K | $5.17M | $167.5K | Cut−$803.9K |
| Integrated Advisors Network LLC | 50K | $5.03M | — | New |
| TRITONPOINT WEALTH, LLC | 50K | $5.03M | $182.5K | Added$303K |
| BECKER CAPITAL MANAGEMENT INC | 49.9K | $5.03M | $186.8K | Added$186.8K |
| M&T Bank Corp | 49.7K | $5M | $181.1K | Added$307.1K |
| CITIZENS FINANCIAL GROUP INC/RI | 49K | $4.93M | $183.2K | Cut−$269.3K |
| FULTON BREAKEFIELD BROENNIMAN LLC | 48.5K | $4.88M | $181.2K | Added$112.4K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 45.4K | $4.85M | $14.5K | Added$4.52M |
| Soltis Investment Advisors LLC | 45.2K | $4.55M | $161.9K | Added$359K |
| Brightwater Advisory LLC | 44.6K | $4.49M | $166.7K | Added$15.2K |
| Perkins Coie Trust Co | 44.4K | $4.47M | $166.2K | Added$159.8K |
| Circle Wealth Management, LLC | 44K | $4.43M | $164.6K | Added$164.6K |
| Neumann Capital Management, LLC | 43.8K | $4.41M | $163.8K | Added$119.2K |
| Net Worth Advisory Group | 43.4K | $4.36M | $162.2K | Added$154.6K |
| BKM Wealth Management, LLC | 43.1K | $4.34M | $161.1K | Added$104.5K |
| CITIGROUP INC | 42.3K | $4.26M | $158.4K | Added$155.8K |
| HANCOCK WHITNEY CORP | 39.1K | $4.24M | $232.5K | Added$2.31M |
| JMAC ENTERPRISES LLC | 42.1K | $4.23M | $157.3K | Added$157.3K |
| Pinnacle Financial Partners, Inc. | 41.4K | $4.16M | $147.9K | Added$325.6K |
| CFS Investment Advisory Services, LLC | 37K | $4.07M | $479K | Added$426.9K |
| MML INVESTORS SERVICES, LLC | 40.2K | $4.05M | $150.6K | Added$47.7K |
| UMB Bank, n.a. | 39.6K | $3.99M | $148.2K | Cut−$50.2K |
| Idaho Trust Co | 38.9K | $3.92M | $145.6K | Cut−$1.09M |
| Triangle Securities Wealth Management | 38.7K | $3.9M | $140.9K | Added$248.6K |
| Trail Ridge Investment Advisors, LLC | 38.5K | $3.88M | $144.1K | Added$135.6K |
| Lee-Kelleher Wealth Management | 38.5K | $3.87M | $143.9K | Added$118K |
| Fifth Third Wealth Advisors LLC | 38.4K | $3.87M | $143.7K | Added$73K |
| ANB BANK | 38.4K | $3.86M | $139K | Added$259.5K |
| Cranbrook Wealth Management, LLC | 38.3K | $3.86M | $143.3K | Added$88.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 37.8K | $3.85M | $17K | Cut−$1.38M |
| Maltin Wealth Management, Inc. | 38K | $3.82M | $136.2K | Added$293.9K |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 37K | $3.73M | $103.5K | Added$1.05M |
| Weinberger Asset Management, Inc | 36.4K | $3.67M | $136.2K | Cut−$475.8K |
| LTG Capital LLC | 36.4K | $3.66M | $136.1K | Added$93.5K |
| Clearstead Advisors, LLC | 36.1K | $3.63M | $135K | Added$107.2K |
| Whitaker-Myers Wealth Managers, LTD. | 35.4K | $3.56M | $115K | Added$585.3K |
| CWM, LLC | 35.1K | $3.53M | $3.49M | Added$3.53M |
| BlueStem Wealth Partners, LLC | 34.6K | $3.48M | — | New |
| M1 Capital Management LLC | 34.2K | $3.44M | $127.9K | Added$28.2K |
| Ironwood Financial, llc | 33.9K | $3.41M | −$41K | Added$5.84K |
| Midwest Trust Co | 33.9K | $3.41M | $126.7K | Added$40.1K |
| Fifth Third Securities, Inc. | 33.7K | $3.39M | $125.3K | Added$146.1K |
| Beacon Pointe Advisors, LLC | 33.1K | $3.33M | $118.7K | Added$259.7K |
| Pathstone Holdings, LLC | 33K | $3.32M | $123.4K | Added$123.5K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 32.7K | $3.29M | $113.5K | Added$346.4K |
| BLAIR WILLIAM & CO/IL | 32.4K | $3.26M | $121K | Cut−$43.3K |
| COMMERCE BANK | 32.1K | $3.23M | $101.6K | Added$603K |
| FIRST HAWAIIAN BANK | 32K | $3.22M | $119.6K | Added$60.7K |
| Segment Wealth Management, LLC | 31.7K | $3.19M | $118.6K | Added$118.6K |
| Tower Research Capital LLC (TRC) | 31.3K | $3.15M | — | New |
| UNITED BANK | 31.1K | $3.13M | $115.2K | Added$142.9K |
| Somerset Group LLC | 28.1K | $3.08M | $249.6K | Added$234.3K |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 30.5K | $3.07M | $3.07M | Added$3.07M |
| MidFirst Bank | 30K | $3.02M | $112.1K | Added$64K |
| OPPENHEIMER & CO INC | 29.9K | $3.01M | $108.2K | Added$204.9K |
| SUMMIT WEALTH GROUP LLC / CO | 29.4K | $2.95M | $103.3K | Added$279.1K |
| Sigma Planning Corp | 29K | $2.92M | $108.7K | Cut−$32.6K |
| Icahn Capital | 29K | $2.92M | $50.6K | Added$1.6M |
| Horizon Family Wealth, Inc. | 28.4K | $2.86M | $100.5K | Added$253.4K |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 28.2K | $2.84M | $105.6K | Added$84.8K |
| Stordahl Capital Management, Inc. | 27.5K | $2.77M | $102.9K | Cut−$83.2K |
| Advisory Services Network, LLC | 27.2K | $2.74M | $75.5K | Added$783.5K |
| Private Advisory Group LLC | 26.5K | $2.67M | — | New |
| Concurrent Investment Advisors, LLC | 26.5K | $2.66M | $96.8K | Added$156.2K |
| Alpine Bank Wealth Management | 26.4K | $2.65M | $98.6K | Cut−$8.02K |
| PACIFIC FINANCIAL GROUP INC | 25.8K | $2.6M | $96.7K | Cut−$86.5K |
| Spire Wealth Management | 25.5K | $2.56M | $95.3K | Added$27.9K |
| HARBOUR INVESTMENTS, INC. | 25.4K | $2.55M | $17.1K | Added$2.11M |
| Perfromance Wealth Partners, LLC | 25.3K | $2.55M | $94.7K | Added$23.1K |
| SUMMITPOINT CAPITAL MANAGEMENT | 25.9K | $2.51M | — | Held |
| GC Wealth Management RIA, LLC | 24.7K | $2.49M | $92.4K | Added$87.6K |
| Ullmann Wealth Partners Group, LLC | 24.6K | $2.47M | $111.2K | Cut−$85.4K |
| Foundation Wealth Management, LLC | 24.5K | $2.47M | $83K | Added$265.7K |
| Apollon Wealth Management, LLC | 24.3K | $2.44M | $85.6K | Added$224.6K |
| Transcendent Capital Group LLC | 23.7K | $2.38M | $88.6K | Cut−$1.33M |
| Balboa Wealth Partners | 23.5K | $2.37M | $13.4K | Added$2.02M |
| VANCE WEALTH, LLC | 23.3K | $2.35M | $87.3K | Cut−$145.3K |
| Wealthspire Advisors, LLC | 23.1K | $2.32M | $86.4K | Added$83.9K |
| FARMERS & MERCHANTS INVESTMENTS INC | 22.8K | $2.29M | $85.1K | Added$85.1K |
| Codex Capital Asset Management L.L.C. | 22.5K | $2.26M | $84.2K | Added$84.2K |
| Quantinno Capital Management LP | 22.4K | $2.26M | $75.3K | Added$302.4K |
| Corundum Trust Company, INC | 22.4K | $2.25M | $81.3K | Added$142.7K |
| ALLIANCEBERNSTEIN L.P. | 23.2K | $2.25M | −$0 | Cut−$208.4K |
| Three Seasons Wealth, LLC | 22.2K | $2.24M | — | New |
| Operose Advisors LLC | 22K | $2.21M | $82.2K | Added$81.7K |
| Stenger Family Office, LLC | 22K | $2.21M | $82.2K | Added$82.2K |
| RWA WEALTH PARTNERS, LLC | 22K | $2.21M | $82.2K | Added$23.5K |
| Alesco Advisors LLC | 21.7K | $2.18M | $81K | Added$81K |
| Glass Jacobson Investment Advisors llc | 21.6K | $2.17M | $80.8K | Added$28.1K |
| CreativeOne Wealth, LLC | 21.4K | $2.15M | $76.5K | Added$167.6K |
| AFT, FORSYTH & COMPANY, INC. | 21.2K | $2.13M | $79.3K | Added$79.5K |
| Argent Advisors, Inc. | 21.1K | $2.12M | $50.4K | Added$818.4K |
| Retirement Planning Group, LLC | 21K | $2.11M | $78.5K | Cut−$142.6K |
| Renaissance Technologies | 20.8K | $2.09M | — | New |
| Davis Investment Partners, LLC | 20.6K | $2.08M | $46K | Added$46K |
| FRANKLIN RESOURCES INC | 20.5K | $2.06M | $70.7K | Added$228.2K |
| Axis Wealth Partners, LLC | 20.2K | $2.03M | $75.3K | Added$831 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20.8K | $2.02M | −$14.2K | Added$159.9K |
| Darrow Company, Inc. | 20.1K | $2.02M | $75.1K | Added$75.3K |
| TIEMANN INVESTMENT ADVISORS, LLC | 19.8K | $2M | $74.2K | Added$61.6K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 19.8K | $1.99M | — | New |
| CONGRESS ASSET MANAGEMENT CO | 19.6K | $1.98M | $73.5K | Cut−$4.32M |
| Avantax Planning Partners, Inc. | 19.6K | $1.97M | $73.3K | Added$72.3K |
| C2C Wealth Management, LLC | 19.5K | $1.96M | $72.7K | Added$74.7K |
| Royal Fund Management, LLC | 18.5K | $1.94M | $101.7K | Added$666.2K |
| Allegheny Financial Group | 19.2K | $1.93M | $63.8K | Added$277K |
| WHITTIER TRUST CO | 18.6K | $1.9M | $13.8K | Added$7.91K |
| Wellspring Financial Advisors, LLC | 18.9K | $1.9M | $66.5K | Added$67.1K |
| Crestwood Advisors Group, LLC | 18.6K | $1.87M | $69.7K | Added$69.7K |
| Clear Creek Financial Management, LLC | 18.5K | $1.86M | — | New |
| Grey Ledge Advisors, LLC | 18.4K | $1.86M | $68.9K | Added$71.2K |
| HARBOR INVESTMENT ADVISORY, LLC | 18.4K | $1.85M | $62.8K | Added$222.8K |
| Meridian Wealth Management, LLC | 18K | $1.82M | $67.5K | Added$32.7K |
| Envestnet Portfolio Solutions, Inc. | 18K | $1.81M | $67.4K | Cut−$2.49M |
| CIBC Bancorp USA Inc. | 17.8K | $1.8M | — | Held |
| Vestmark Advisory Solutions, Inc. | 17.6K | $1.77M | $65.9K | Cut−$140.3K |
| Rehmann Capital Advisory Group | 17.6K | $1.77M | $65.7K | Added$64.8K |
| OLD NATIONAL BANCORP /IN/ | 17.6K | $1.77M | $65.7K | Added$62.2K |
| StoneX Group Inc. | 17.1K | $1.72M | $63.9K | Cut−$4.66M |
| Peregrine Asset Advisers, Inc. | 17K | $1.71M | $63.4K | Added$56.4K |
| Fulton Bank, N.A. | 16.8K | $1.69M | $56.1K | Added$236.4K |
| Columbia Bank | 16.8K | $1.69M | $62.8K | Cut−$41.2K |
| ANDERSON HOAGLAND & CO | 16.6K | $1.67M | $62K | Added$62K |
| Novak & Powell Financial Services, Inc. | 15.9K | $1.6M | $59.6K | Added$29K |
| Dana Investment Advisors, Inc. | 15.8K | $1.59M | $58.8K | Added$68.3K |
| TAGStone Capital, Inc. | 15.8K | $1.59M | $56.6K | Added$120.2K |
| GENESIS PRIVATE WEALTH, LLC | 15.6K | $1.57M | $58.5K | Added$58.5K |
| Godfrey Financial Associates, Inc. | 15.6K | $1.57M | $58.4K | Cut−$28.7K |
| Ritter Daniher Financial Advisory LLC / DE | 15.5K | $1.56M | $57.9K | Cut−$175.6K |
| Verdence Capital Advisors LLC | 15.3K | $1.54M | $57.1K | Added$31.4K |
Who left
- Tidal Investments LLC$6.15M
- NewEdge Advisors, LLC$1.89M
- ORLEANS CAPITAL MANAGEMENT CORP/LA$1.07M
- TIAA TRUST, NATIONAL ASSOCIATION$948.3K
- TUDOR INVESTMENT CORP ET AL$882K
- CORSAIR CAPITAL MANAGEMENT, L.P.$758.9K
- GREAT LAKES ADVISORS, LLC$669.2K
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$631.9K
- Bank Julius Baer & Co. Ltd, Zurich$595.2K
- RPS ADVISORY SOLUTIONS LLC$574.4K
- OneAscent Family Office, LLC$557.4K
- Sowell Financial Services LLC$507.3K
- Clarity Financial LLC$463.5K
- IFG Advisory, LLC$427.3K
- Financial Partners Group, Inc$383.7K
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.