Stock
Reported value
$83.2B
Holders
2,414
+84 new · −149 exited
Holders’ est. mark
−$8.54B
Price effect on 247 books still in the name
Largest holder
$12.7B
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.2% · $3.55B
- Renaissance Technologies0.0% · $26.6M
- Icahn Capital0.0% · $76.6M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 29.8M | $12.7B | −$1.3B | Cut−$388.6M |
| BANK OF AMERICA CORP /DE/ | 27.7M | $11.8B | −$1.3B | Cut−$1.46B |
| Fidelity | 8.32M | $3.55B | −$390M | Cut−$439.2M |
| GOLDMAN SACHS GROUP INC | 7.05M | $3.01B | −$330.6M | Cut−$330.2M |
| JPMORGAN CHASE & CO | 6.66M | $2.74B | −$415.7M | Cut−$809.9M |
| NORTHERN TRUST CORP | 5.47M | $2.33B | −$256.8M | Cut−$297.4M |
| ENVESTNET ASSET MANAGEMENT INC | 5.35M | $2.28B | −$247M | Cut−$212.1M |
| UBS Group AG | 4.82M | $2.06B | −$226.1M | Cut−$261.1M |
| WELLS FARGO & COMPANY/MN | 4.52M | $1.93B | −$211.8M | Cut−$356.8M |
| LPL Financial LLC | 3.84M | $1.64B | −$176.1M | Cut−$140.5M |
| RAYMOND JAMES FINANCIAL INC | 3.39M | $1.45B | −$159M | Cut−$197.2M |
| PNC Financial Services Group, Inc. | 3.06M | $1.3B | −$143.4M | Cut−$146.8M |
| Baird Financial Group, Inc. | 2.81M | $1.2B | −$127.4M | Cut−$89.1M |
| M&T Bank Corp | 2.62M | $1.12B | −$118.5M | Cut−$76.3M |
| TRUIST FINANCIAL CORP | 2.04M | $871.2M | −$95.8M | Cut−$117.5M |
| ROYAL BANK OF CANADA | 1.87M | $795.7M | −$87.5M | Cut−$162.4M |
| SIGNATUREFD, LLC | 1.8M | $767.1M | −$83.6M | Cut−$76.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.72M | $733.1M | −$80.6M | Cut−$126.4M |
| Cetera Investment Advisers | 1.57M | $669.2M | −$73.3M | Cut−$70.6M |
| AMERIPRISE FINANCIAL INC | 1.5M | $639.7M | −$69.9M | Cut−$57.6M |
| Pinnacle Financial Partners, Inc. | 1.38M | $590.4M | −$64.7M | Cut−$62.1M |
| Circle Wealth Management, LLC | 1.36M | $581.4M | −$63.9M | Cut−$63.9M |
| Focus Partners Wealth | 1.34M | $570.6M | −$64.5M | Cut−$332.6M |
| BlackRock, Inc. | 1.3M | $552.4M | −$46.2M | Added$85.8M |
| HighTower Advisors, LLC | 1.28M | $544.1M | −$59.8M | Cut−$63M |
| STIFEL FINANCIAL CORP | 1.26M | $535.2M | −$58.9M | Cut−$72.6M |
| Bank of New York Mellon Corp | 1.2M | $512.9M | −$56.4M | Cut−$92.8M |
| Cerity Partners LLC | 1.14M | $485.8M | −$45.2M | Added$29.5M |
| Rockefeller Capital Management L.P. | 1.14M | $484.7M | −$50.4M | Cut−$23.5M |
| Nuveen, LLC | 1.1M | $468.5M | −$43.2M | Added$32.1M |
| JONES FINANCIAL COMPANIES LLLP | 1.13M | $468.5M | −$31.3M | Added$222.8M |
| CIBC Bancorp USA Inc. | 1.07M | $456.5M | — | Held |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1.03M | $438.4M | — | Held |
| TIAA Wealth Investment Management LLC | 1.07M | $438.3M | — | Held |
| FIFTH THIRD BANCORP | 983.9K | $419.5M | −$18.2M | Added$235.7M |
| US BANCORP \DE\ | 956.1K | $407.7M | −$44.8M | Cut−$55.3M |
| GLOBALT Investments LLC / GA | 940.6K | $401.1M | −$42.5M | Cut−$27.9M |
| 71 West Capital Partners | 879.8K | $375.1M | −$38.2M | Cut−$10M |
| OSAIC HOLDINGS, INC. | 813.7K | $347M | −$35.5M | Cut−$11.4M |
| OpenArc Corporate Advisory, LLC | 752.9K | $321M | −$35.3M | Cut−$55.7M |
| Dynasty Wealth Management, LLC | 2.93M | $311.9M | −$241.1M | Added$621.1K |
| TWO SIGMA INVESTMENTS, LP | 694.2K | $296M | −$32.6M | Cut−$89.2M |
| Corient Private Wealth LLC | 676.6K | $285.5M | −$34.8M | Cut−$50.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 666.3K | $284.1M | −$31.2M | Cut−$31.4M |
| CHOREO, LLC | 651.9K | $278M | −$32.6M | Cut−$29.2M |
| Mariner, LLC | 567.9K | $242.1M | −$26.7M | Cut−$34.6M |
| 1ST SOURCE BANK | 565.7K | $241.2M | −$26.5M | Cut−$26.4M |
| Waldron Private Wealth LLC | 562K | $239.6M | −$26.4M | Cut−$30.6M |
| Clearstead Advisors, LLC | 538.9K | $229.8M | −$25.3M | Cut−$29.5M |
| PRUDENTIAL FINANCIAL INC | 537.3K | $229.1M | −$23.7M | Added$5M |
| CITIGROUP INC | 527.5K | $224.9M | −$24.7M | Cut−$31.5M |
| IEQ CAPITAL, LLC | 515.3K | $219.7M | −$23.1M | Cut−$13.2M |
| BROWN ADVISORY INC | 502.1K | $214.1M | −$23.5M | Cut−$40M |
| CAPTRUST FINANCIAL ADVISORS | 477.9K | $203.8M | −$21.9M | Cut−$17M |
| Creative Planning | 471.3K | $201M | −$22.1M | Cut−$25.6M |
| COMMERCE BANK | 464.6K | $198.1M | −$21.3M | Cut−$16.6M |
| MML INVESTORS SERVICES, LLC | 459.6K | $196M | −$21.6M | Cut−$53.4M |
| Cresset Asset Management, LLC | 458K | $195.3M | −$21.5M | Cut−$32.9M |
| REGIONS FINANCIAL CORP | 443.5K | $189.1M | −$20.8M | Cut−$23.4M |
| Johnson Financial Group, Inc. | 412.9K | $176M | −$19.2M | Cut−$18M |
| STALEY CAPITAL ADVISERS INC | 411.4K | $175.4M | −$19.3M | Cut−$19.1M |
| MERCER GLOBAL ADVISORS INC /ADV | 408.1K | $174M | −$19.1M | Cut−$29.8M |
| POLEN CAPITAL MANAGEMENT LLC | 406.9K | $173.5M | −$19.1M | Cut−$193.8M |
| Stairway Partners, LLC | 400.8K | $170.9M | −$18.6M | Cut−$16.4M |
| MAI Capital Management | 393.1K | $167.6M | −$18.4M | Cut−$18.5M |
| D.A. DAVIDSON & CO. | 378.5K | $161.4M | −$17M | Cut−$9.96M |
| OAKWORTH CAPITAL, INC. | 360.8K | $153.9M | −$16.6M | Cut−$13.2M |
| Beacon Pointe Advisors, LLC | 351.1K | $149.7M | −$13.9M | Added$9.01M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 340.8K | $145.3M | −$16M | Cut−$27.6M |
| Hackensack Meridian Health, Inc. | 328.4K | $140M | −$15.4M | Cut−$19.5M |
| Cullen/Frost Bankers, Inc. | 327.4K | $139.6M | −$15.4M | Cut−$24.2M |
| Lido Advisors, LLC | 326.3K | $139.1M | −$14.3M | Cut−$37.4M |
| BANK OF MONTREAL /CAN/ | 324.3K | $138.3M | −$15.2M | Cut−$23.8M |
| Steward Partners Investment Advisory, LLC | 324.3K | $138.3M | −$14.7M | Cut−$10.6M |
| J.Safra Asset Management Corp | 322.6K | $137.6M | −$15.1M | Cut−$44.1M |
| Confluence Wealth Services, Inc. | 317.7K | $135.5M | −$14.1M | Cut−$7.08M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 311.5K | $132.9M | −$15.3M | Cut−$54.2M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1.1M | $116.8M | −$93.8M | Cut−$4.28M |
| Pathstone Holdings, LLC | 273.7K | $116.7M | −$12.7M | Cut−$11.3M |
| Modera Wealth Management, LLC | 272.1K | $116M | −$12.7M | Cut−$12M |
| AMERICAN CENTURY COMPANIES INC | 266.2K | $113.5M | −$4.8M | Added$65.1M |
| BLAIR WILLIAM & CO/IL | 266K | $113.4M | −$12.3M | Cut−$11.1M |
| Private Advisor Group, LLC | 265.7K | $113.3M | −$12.5M | Cut−$14.4M |
| Allworth Financial LP | 262.5K | $111.9M | −$12.3M | Cut−$14M |
| STEPHENS INC /AR/ | 262K | $111.7M | −$12M | Cut−$9.2M |
| SIMON QUICK ADVISORS, LLC | 247.5K | $105.5M | −$11.6M | Cut−$12.5M |
| NewEdge Wealth, LLC | 243.6K | $103.9M | −$11.4M | Cut−$24.4M |
| HSBC HOLDINGS PLC | 221K | $94.2M | −$9.72M | Cut−$3.89M |
| Kestra Advisory Services, LLC | 205.1K | $87.5M | −$9.52M | Cut−$8.59M |
| Waverly Advisors, LLC | 203.4K | $86.7M | −$9.41M | Cut−$8.2M |
| KEYBANK NATIONAL ASSOCIATION/OH | 202.9K | $86.5M | −$9.51M | Cut−$13.2M |
| Orion Porfolio Solutions, LLC | 196.4K | $83.7M | −$9.21M | Cut−$22.9M |
| Cedar Mountain Advisors, LLC | 192.7K | $82.2M | −$9.04M | Cut−$9.7M |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 183.3K | $78.2M | −$8.54M | Cut−$8.01M |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 182.2K | $77.7M | −$8.4M | Cut−$7.03M |
| Baker Avenue Asset Management, LP | 181.6K | $77.4M | −$8.51M | Cut−$14.4M |
| Icahn Capital | 179.6K | $76.6M | −$7.08M | Added$5.11M |
| VICTORY CAPITAL MANAGEMENT INC | 179.3K | $76.5M | −$8.41M | Cut−$36.2M |
| Mesirow Financial Investment Management, Inc. | 176.8K | $75.4M | −$6.17M | Added$13.1M |
| Americana Partners, LLC | 175.8K | $75M | −$8.25M | Cut−$12M |
| Sanctuary Advisors, LLC | 174.6K | $74.5M | −$8.19M | Cut−$14.9M |
| EP Wealth Advisors, LLC | 173.7K | $74.1M | −$8.15M | Cut−$9.25M |
| BTG Pactual Asset Management US LLC | 171.9K | $73.3M | $312.9K | Cut−$2.52M |
| BRIDGES INVESTMENT MANAGEMENT INC | 164.2K | $70M | −$7.7M | Cut−$11.5M |
| Quantinno Capital Management LP | 162.5K | $69.3M | −$5.81M | Added$10.6M |
| OPPENHEIMER & CO INC | 156.2K | $66.6M | −$7.3M | Cut−$7.01M |
| MV CAPITAL MANAGEMENT, INC. | 153.8K | $65.6M | −$7.21M | Cut−$13.6M |
| BANK OF NOVA SCOTIA | 152.8K | $65.1M | −$7.16M | Cut−$7.16M |
| Ellenbecker Investment Group | 149.8K | $63.9M | −$6.63M | Cut−$3.16M |
| ALLIANCEBERNSTEIN L.P. | 134.1K | $63.5M | $0 | Cut−$47.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 143.3K | $61.1M | −$1.65M | Added$44.4M |
| Paulson Wealth Management Inc. | 141.5K | $60.3M | −$6.28M | Cut−$3.09M |
| MISSION WEALTH MANAGEMENT, LP | 139.3K | $59.4M | −$5.95M | Cut−$690.2K |
| Equitable Holdings, Inc. | 125.5K | $59.3M | −$75.3K | Added$3.92M |
| Wilmington Savings Fund Society, FSB | 137.9K | $58.8M | −$5.07M | Added$7.66M |
| PRINCIPAL FINANCIAL GROUP INC | 134.2K | $57.2M | −$4.47M | Added$12.1M |
| AMG National Trust Bank | 130.5K | $55.6M | −$5.97M | Cut−$4.61M |
| Cynosure Group, LLC | 124.8K | $53.2M | −$5.85M | Cut−$6.26M |
| Rodgers & Associates, LTD | 124.6K | $53.1M | −$5.84M | Cut−$6.39M |
| Avidian Wealth Enterprises, LLC | 124K | $52.9M | −$5.79M | Cut−$5.57M |
| Savant Capital, LLC | 123.6K | $52.7M | −$5.35M | Cut−$1.33M |
| Bluesphere Advisors LLC | 122.9K | $52.4M | −$3.88M | Added$13.3M |
| Federation des caisses Desjardins du Quebec | 121.5K | $51.8M | −$5.7M | Cut−$63.1M |
| Midwest Trust Co | 120.4K | $51.3M | −$5.44M | Cut−$3.58M |
| HUNTINGTON NATIONAL BANK | 119.6K | $51M | −$4.8M | Added$2.54M |
| Waterway Wealth Management, LLC | 176.6K | $51M | $1.47M | Added$7.6M |
| FRANKLIN RESOURCES INC | 118.7K | $50.6M | −$5.43M | Cut−$4.18M |
| Marquette Asset Management, LLC | 118.4K | $50.5M | −$5.54M | Cut−$5.45M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 118.2K | $50.4M | −$4.89M | Added$1.07M |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 118.2K | $50.4M | −$5.43M | Cut−$4.38M |
| Badgley Phelps Wealth Managers, LLC | 117.6K | $50.2M | −$5.52M | Cut−$6.49M |
| Relyea Zuckerberg Hanson LLC | 116.6K | $49.7M | −$5.47M | Cut−$6.08M |
| WELLINGTON MANAGEMENT GROUP LLP | 116.2K | $49.6M | −$5.45M | Cut−$58.9M |
| Ascent Wealth Partners, LLC | 115.9K | $49.4M | −$5.43M | Cut−$24.8M |
| JOHNSON INVESTMENT COUNSEL INC | 115.8K | $49.4M | −$5.43M | Cut−$5.64M |
| CWM, LLC | 115.7K | $49.3M | $49.3M | Added$49.3M |
| Capstone Financial Advisors, Inc. | 114.6K | $48.9M | −$5.37M | Cut−$5.43M |
| PROATHLETE WEALTH MANAGEMENT LLC | 110.5K | $47.2M | −$5.06M | Cut−$3.61M |
| CONGRESS ASSET MANAGEMENT CO | 110.3K | $47M | −$3.6M | Added$10.8M |
| TruWealth Advisors, LLC | 109.3K | $46.6M | −$5.13M | Cut−$18.9M |
| Nadler Financial Group, Inc. | 108.7K | $46.4M | −$5.1M | Cut−$6.48M |
| HB Wealth Management, LLC | 106.1K | $45.2M | −$4.73M | Cut−$2.52M |
| E&G Advisors, LP | 102.5K | $43.6M | −$4.79M | Cut−$5.13M |
| TD PRIVATE CLIENT WEALTH LLC | 100.3K | $42.8M | −$4.69M | Cut−$4.58M |
| RMR Wealth Builders | 100K | $42.6M | −$4.69M | Cut−$4.98M |
| BOKF, NA | 98.9K | $42.2M | −$4.64M | Cut−$5.82M |
| Strategic Point Investment Advisors, LLC | 98.3K | $41.9M | −$4.58M | Cut−$4.3M |
| NorthRock Partners, LLC | 385.9K | $41.1M | −$36.5M | Cut−$5.92M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 96.2K | $41M | −$4.51M | Cut−$4.8M |
| Portfolio Strategies, Inc. | 95.4K | $40.7M | −$4.46M | Cut−$4.92M |
| Wealthspire Advisors, LLC | 94.3K | $40.2M | −$4.42M | Cut−$8.73M |
| Ameritas Advisory Services, LLC | 93.9K | $40.1M | −$4.35M | Cut−$3.9M |
| Avantax Planning Partners, Inc. | 92.6K | $39.5M | −$3.38M | Added$5.34M |
| Accredited Investors Inc. | 92.4K | $39.4M | −$4.33M | Cut−$4.78M |
| Winslow Capital Management, LLC | 92.2K | $39.3M | −$3.3M | Added$5.98M |
| OLD NATIONAL BANCORP /IN/ | 92.1K | $39.3M | −$860.5K | Added$30.6M |
| Hirtle Callaghan & Co LLC | 91.7K | $39.1M | −$4.3M | Cut−$7.1M |
| RTD Financial Advisors, Inc. | 91.6K | $39M | −$4.28M | Cut−$4.15M |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 91.5K | $39M | −$4.29M | Cut−$7.98M |
| MetLife Investment Management, LLC | 90.8K | $38.7M | −$4.06M | Cut−$2.27M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 89.4K | $38.1M | −$3.27M | Added$5.02M |
| BTC Capital Management, Inc. | 88.1K | $37.6M | −$4.09M | Cut−$3.69M |
| JENNISON ASSOCIATES LLC | 87.7K | $37.4M | −$4.11M | Cut−$6.6M |
| StoneX Group Inc. | 86.3K | $36.8M | −$4.02M | Cut−$3.73M |
| VestGen Advisors, LLC | 296.7K | $36.6M | −$25.2M | Added$2.48M |
| Corundum Group, Inc. | 85.4K | $36.4M | −$3.57M | Added$393.6K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 84.4K | $36M | −$3.96M | Cut−$16.7M |
| Sanchez Wealth Management Group | 84.2K | $35.9M | −$3.82M | Cut−$2.67M |
| FIRST HORIZON CORP | 83.4K | $35.5M | −$3.91M | Cut−$3.89M |
| Callan Family Office, LLC | 79.6K | $33.9M | −$3.73M | Cut−$21.3M |
| Robertson Stephens Wealth Management, LLC | 79.3K | $33.8M | −$3.72M | Cut−$4.18M |
| JFS WEALTH ADVISORS, LLC | 78.4K | $33.4M | −$3.67M | Cut−$4.7M |
| LOOMIS SAYLES & CO L P | 77.4K | $33M | −$1.13M | Added$21.6M |
| Parkside Financial Bank & Trust | 76.1K | $32.4M | −$3.52M | Cut−$3.1M |
| Ullmann Wealth Partners Group, LLC | 75.7K | $32.3M | −$4.48M | Cut−$4.61M |
| Simmons Bank | 75.1K | $32M | −$3.52M | Cut−$4.64M |
| Fulton Bank, N.A. | 75K | $32M | −$3.52M | Cut−$4.6M |
| RWA WEALTH PARTNERS, LLC | 74.6K | $31.8M | −$3.47M | Cut−$3.19M |
| B&D White Capital Company, LLC | 74.1K | $31.6M | −$3.47M | Cut−$3.92M |
| Capital Advisors Wealth Management, LLC | 73.7K | $31.4M | −$3.46M | Cut−$8.23M |
| Montecito Bank & Trust | 73.5K | $31.3M | −$3.45M | Cut−$3.79M |
| CONDOR CAPITAL MANAGEMENT | 73.3K | $31.2M | −$3.32M | Cut−$2.22M |
| Newbrook Capital Advisors LP | 73.2K | $31.2M | −$1.18M | Added$19.3M |
| SMITH, MOORE & CO. | 72.8K | $31M | −$3.41M | Cut−$4.08M |
| Wellspring Financial Advisors, LLC | 72K | $30.7M | −$3.39M | Cut−$4.19M |
| Arkadios Wealth Advisors | 71.6K | $30.5M | −$3.36M | Cut−$4.7M |
| Sheridan Capital Management, LLC | 71.3K | $30.4M | −$3.26M | Cut−$2.52M |
| SCS Capital Management LLC | 71.2K | $30.4M | −$3.34M | Cut−$3.7M |
| XML Financial, LLC | 71K | $30.3M | −$3.33M | Cut−$7.7M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 70.1K | $29.9M | −$3.29M | Cut−$3.3M |
| Jasper Ridge Partners, L.P. | 69.7K | $29.7M | −$3.27M | Cut−$3.27M |
| Ashton Thomas Private Wealth, LLC | 69.4K | $29.6M | −$3.25M | Cut−$4.31M |
| Caliber Wealth Management, LLC / KS | 69K | $29.4M | −$3.23M | Cut−$4.23M |
| WCG Wealth Advisors LLC | 69K | $29.4M | −$3.16M | Cut−$2.53M |
| DEUTSCHE BANK AG\ | 68.6K | $29.3M | −$3.22M | Cut−$6.52M |
| Saiph Capital, LLC | 68.1K | $29M | −$3.19M | Cut−$4.97M |
| Ascent Group, LLC | 66.9K | $28.5M | −$3.14M | Cut−$3.8M |
| Fifth Third Wealth Advisors LLC | 66.7K | $28.4M | −$3.13M | Cut−$3.7M |
| Flaharty Asset Management, LLC | 66.4K | $28.3M | −$3.12M | Cut−$3.85M |
| Black Swift Group, LLC | 65.9K | $28.1M | −$3.09M | Cut−$4.43M |
| Capital Planning Advisors, LLC | 65.4K | $27.9M | −$3.05M | Cut−$2.9M |
| FIRST CITIZENS BANK & TRUST CO | 64.6K | $27.5M | −$2.82M | Cut−$935.2K |
| Apella Capital, LLC | 57.8K | $27.5M | $159.1K | Added$3.32M |
| PFW Advisors LLC | 64K | $27.3M | −$3M | Cut−$3.13M |
| Renaissance Technologies | 62.3K | $26.6M | −$553.4K | Added$21M |
| Concurrent Investment Advisors, LLC | 61.4K | $26.2M | −$2.88M | Cut−$2.89M |
| Affiance Financial, LLC | 61.3K | $26.2M | −$2.31M | Added$2.83M |
| Claro Advisors Inc. | 60.6K | $25.8M | −$2.83M | Cut−$2.74M |
| JMAC ENTERPRISES LLC | 60.3K | $25.7M | −$2.78M | Cut−$2.35M |
| Envestnet Portfolio Solutions, Inc. | 60.3K | $25.7M | −$2.83M | Cut−$6.87M |
| NWAM LLC | 60K | $25.6M | −$2.75M | Cut−$3.2M |
| Legacy Edge Advisors, LLC | 60K | $25.6M | −$2.81M | Cut−$3.33M |
| Evercore Wealth Management, LLC | 59.7K | $25.5M | −$2.8M | Cut−$3.72M |
| Bison Wealth, LLC | 204.4K | $25.4M | −$14.9M | Added$4.43M |
| Fifth Third Securities, Inc. | 59.3K | $25.3M | −$2.78M | Cut−$3.02M |
| Berkshire Money Management, Inc. | 59K | $25.2M | −$2.77M | Cut−$29.1M |
| &PARTNERS | 58.3K | $25.2M | −$2.53M | Cut−$1.58M |
| Clearstead Trust, LLC | 58.3K | $24.9M | −$2.26M | Added$2.07M |
| SEI INVESTMENTS CO | 57.7K | $24.6M | −$576.6K | Added$18.8M |
| Summit Wealth Partners, LLC | 56.7K | $24.2M | −$2.62M | Cut−$2.21M |
| Ballentine Partners, LLC | 56.3K | $24M | −$2.39M | Cut−$73.3K |
| DT Investment Partners, LLC | 56.3K | $24M | −$2.64M | Cut−$3.92M |
| FIRST NATIONAL BANK OF OMAHA | 57.8K | $23.8M | −$3.79M | Cut−$4.43M |
| WETZEL INVESTMENT ADVISORS, INC. | 55.5K | $23.6M | −$2.55M | Cut−$2.12M |
| Aptus Capital Advisors, LLC | 55.3K | $23.6M | −$2.59M | Cut−$2.53M |
| Bleakley Financial Group, LLC | 55.1K | $23.5M | −$2.25M | Added$821.9K |
| Boulder Wealth Advisors, LLC | 54.8K | $23.4M | −$2.57M | Cut−$5.38M |
| Itau Unibanco Holding S.A. | 54.7K | $23.3M | −$2.56M | Cut−$3.13M |
| VAUGHAN & Co SECURITIES, INC. | 53.5K | $22.8M | −$2.47M | Cut−$2.16M |
| MOR Wealth Management, LLC | 53.4K | $22.8M | −$2.21M | Added$532.5K |
| Bryn Mawr Trust Advisors, LLC | 52.6K | $22.4M | −$1.56M | Added$6.68M |
| Farther Finance Advisors, LLC | 52K | $22.4M | −$2M | Added$481.7K |
| GHP Investment Advisors, Inc. | 52.3K | $22.3M | −$2.45M | Cut−$2.61M |
| MONTAG A & ASSOCIATES INC | 52.1K | $22.2M | −$2.44M | Cut−$3.67M |
| LWM ADVISORS INC | 51.7K | $22.1M | −$2.33M | Cut−$1.48M |
| Merit Financial Group, LLC | 51.3K | $21.9M | −$2.07M | Added$1.01M |
| Cooksen Wealth, LLC | 51K | $21.7M | −$2.22M | Cut−$681.8K |
| PW Nova Financial Services LLC | 51K | $21.7M | −$2.27M | Cut−$1.92M |
| ATTICUS WEALTH MANAGEMENT, LLC | 50.9K | $21.7M | −$2.32M | Cut−$1.68M |
| Visionary Wealth Advisors | 50.7K | $21.6M | −$2.38M | Cut−$2.46M |
| Procyon Advisors, LLC | 49.5K | $21.1M | −$2.15M | Cut−$561K |
| McKinley Carter Wealth Services, Inc. | 49.3K | $21M | −$2.31M | Cut−$2.6M |
| FIDELIS CAPITAL PARTNERS, LLC | 48.7K | $20.8M | −$2.29M | Cut−$2.39M |
| KELLY FINANCIAL GROUP LLC | 48.5K | $20.7M | −$2.15M | Cut−$987.6K |
| Sonoma Allocations LLC | 47.9K | $20.7M | −$1.76M | Cut−$3.23M |
| Haverford Trust Co | 48.3K | $20.6M | −$2.27M | Cut−$3.23M |
| Prime Capital Investment Advisors, LLC | 48.2K | $20.6M | −$1.78M | Added$2.62M |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 48.1K | $20.5M | −$2.25M | Cut−$15M |
| Independent Advisor Alliance | 47.8K | $20.4M | −$277.1K | Added$17.6M |
| Winthrop Advisory Group LLC | 47.7K | $20.3M | −$2.24M | Cut−$2.37M |
Who left
- Kensington Asset Management, LLC$107.2M
- Covenant Partners, LLC$103.7M
- NewEdge Advisors, LLC$99.8M
- AdvisorShares Investments LLC$16.4M
- AXXCESS WEALTH MANAGEMENT, LLC$13.3M
- FSA WEALTH PARTNERS, INC.$11.3M
- Chicago Wealth Management, Inc.$11.2M
- EDGEWOOD MANAGEMENT LLC$11M
- J.W. COLE ADVISORS, INC.$10.7M
- PERSONAL CFO SOLUTIONS, LLC$8.68M
- Wall Capital Group, Inc.$6.51M
- LOGAN CAPITAL MANAGEMENT INC$5.9M
- Sustainable Growth Advisers, LP$4.75M
- Park Edge Advisors, LLC$4.34M
- Fiduciary Wealth Partners, LLC$4.3M
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.