Stock
Reported value
$34.5B
Holders
1,459
+65 new · −78 exited
Holders’ est. mark
−$1.55B
Price effect on 244 books still in the name
Largest holder
$3.64B
JONES FINANCIAL COMPANIES LLLP
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.2% · $3.59B
- Icahn Capital0.0% · $60M
- State Street0.0% · $249.6K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 10.5M | $3.64B | −$266.4M | Cut−$686.4M |
| Fidelity | 10.1M | $3.59B | −$166.2M | Cut−$89.3M |
| BANK OF AMERICA CORP /DE/ | 5.16M | $1.84B | −$83M | Added$2.86M |
| ENVESTNET ASSET MANAGEMENT INC | 4.34M | $1.55B | −$73.3M | Cut−$157.2M |
| M&T Bank Corp | 2.8M | $998.2M | −$47.3M | Cut−$59.1M |
| NORTHERN TRUST CORP | 2.66M | $947.9M | −$44.9M | Cut−$57.3M |
| LPL Financial LLC | 2.54M | $904.5M | −$41.4M | Cut−$10.8M |
| PNC Financial Services Group, Inc. | 2.33M | $830.6M | −$38.8M | Cut−$27.4M |
| MORGAN STANLEY | 2.03M | $723.7M | −$34.3M | Cut−$56.7M |
| Focus Partners Wealth | 1.93M | $689.4M | −$32.4M | Cut−$40.8M |
| Catalyst Capital Advisors LLC | 1.64M | $585.4M | −$24.7M | Added$39.2M |
| Millburn Ridgefield LLC /DE/ | 1.64M | $585.4M | −$24.7M | Added$39.2M |
| BlackRock, Inc. | 1.64M | $584.2M | −$27.7M | Cut−$243.8M |
| WELLS FARGO & COMPANY/MN | 1.58M | $563.3M | −$26.7M | Cut−$38.4M |
| JOHNSON INVESTMENT COUNSEL INC | 1.42M | $506.2M | −$23.7M | Cut−$17.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.38M | $492.1M | −$22.3M | Cut−$1.69M |
| BOKF, NA | 1.29M | $458.9M | −$21.7M | Cut−$25.5M |
| CAPTRUST FINANCIAL ADVISORS | 1.28M | $456.3M | −$19.7M | Added$21.3M |
| JPMORGAN CHASE & CO | 1.27M | $439M | −$33.9M | Cut−$62.5M |
| GOLDMAN SACHS GROUP INC | 1.17M | $416.7M | −$19.7M | Cut−$100.3M |
| UBS Group AG | 1.14M | $405.9M | −$15.4M | Added$66.2M |
| Pathstone Holdings, LLC | 1.11M | $396.5M | −$18.6M | Cut−$17.7M |
| US BANCORP \DE\ | 892.2K | $318.1M | −$13.1M | Added$28.4M |
| FIFTH THIRD BANCORP | 850K | $303.1M | −$5.84M | Added$173.9M |
| Cerity Partners LLC | 800.1K | $285.3M | −$12.6M | Added$7.08M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 791K | $282M | −$13.4M | Cut−$13.4M |
| MERCER GLOBAL ADVISORS INC /ADV | 784.7K | $279.8M | −$13.2M | Cut−$16.1M |
| Legacy Wealth Management, Inc | 708.2K | $252.5M | −$12M | Cut−$12.8M |
| Capstone Financial Advisors, Inc. | 646.3K | $230.5M | −$10.9M | Cut−$11.9M |
| Creative Planning | 642.3K | $229M | −$10.8M | Cut−$16.5M |
| Pinnacle Financial Partners, Inc. | 609.7K | $217.4M | −$10M | Cut−$4.03M |
| RAYMOND JAMES FINANCIAL INC | 592.1K | $211.1M | −$9.99M | Cut−$24.7M |
| Mariner, LLC | 580.7K | $207.1M | −$9.23M | Added$2.84M |
| ALLSTATE CORP | 552.6K | $197M | −$9.33M | Cut−$205.6M |
| HighTower Advisors, LLC | 524.1K | $186.9M | −$8.11M | Added$7.51M |
| MILLENNIUM MANAGEMENT LLC | 521.9K | $186.1M | −$7.68M | Added$16.1M |
| IEQ CAPITAL, LLC | 515.3K | $183.7M | −$8.23M | Added$1.59M |
| AMERIPRISE FINANCIAL INC | 479.7K | $174.7M | −$4.41M | Cut−$9.56M |
| Empower Advisory Group, LLC | 442.6K | $157.8M | −$5.19M | Added$43M |
| TRUIST FINANCIAL CORP | 429.7K | $153.2M | −$7.25M | Cut−$16.4M |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 395.3K | $141M | −$6.67M | Cut−$11.9M |
| ROYAL BANK OF CANADA | 377.1K | $134.5M | −$6.37M | Cut−$65.4M |
| CIBC Bancorp USA Inc. | 377.7K | $133.6M | — | Held |
| Cetera Investment Advisers | 361.1K | $128.7M | −$5.95M | Cut−$2.9M |
| BANK OF MONTREAL /CAN/ | 341.6K | $121.8M | −$5.56M | Cut−$1.17M |
| MPS Loria Financial Planners, LLC | 340.9K | $121.6M | −$5.63M | Cut−$3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 333.6K | $118M | −$8.65M | Cut−$75.1M |
| HSBC HOLDINGS PLC | 325.5K | $116.1M | −$5.44M | Cut−$4.32M |
| Waverly Advisors, LLC | 319K | $113.8M | −$5.38M | Cut−$8.2M |
| NorthRock Partners, LLC | 298.3K | $106.3M | −$5.03M | Cut−$5.22M |
| Arbor Investment Advisors, LLC | 291K | $103.8M | −$4.91M | Cut−$4.98M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 272.5K | $97.2M | — | Held |
| Lido Advisors, LLC | 272.5K | $97.2M | −$4.4M | Cut−$7.89M |
| Johns Hopkins University | 264.5K | $94.3M | −$4.46M | Cut−$4.46M |
| COMMERCE BANK | 263.9K | $94.1M | −$3.33M | Added$20.4M |
| AMG National Trust Bank | 260.1K | $92.8M | −$4.05M | Added$3.17M |
| Winthrop Advisory Group LLC | 249.4K | $88.9M | −$4.18M | Cut−$3.61M |
| McKinley Carter Wealth Services, Inc. | 247.3K | $88.2M | −$4.17M | Cut−$6.19M |
| TIAA Wealth Investment Management LLC | 250.4K | $86.8M | — | Held |
| Baird Financial Group, Inc. | 229.2K | $81.7M | −$3.87M | Cut−$5M |
| Equitable Holdings, Inc. | 150.7K | $76.2M | $19.5M | Added$21.1M |
| OSAIC HOLDINGS, INC. | 206.7K | $73.7M | −$3.14M | Added$4.51M |
| Ballentine Partners, LLC | 206.4K | $73.6M | −$3.48M | Cut−$4.76M |
| BROWN ADVISORY INC | 203.9K | $72.7M | −$3.41M | Cut−$2.68M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 200.6K | $71.5M | −$3.38M | Cut−$3.28M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 205.4K | $71.2M | −$4.74M | Added$10.8M |
| JFS WEALTH ADVISORS, LLC | 199.4K | $71.1M | −$3.37M | Cut−$4.51M |
| BOK Financial Private Wealth, Inc. | 195.7K | $69.8M | −$3.3M | Cut−$4.98M |
| STIFEL FINANCIAL CORP | 192.5K | $68.7M | −$3.25M | Cut−$27.1M |
| WASHINGTON TRUST Co | 189.4K | $67.5M | −$3.2M | Cut−$4.85M |
| PRINCIPAL SECURITIES, INC. | 182.4K | $65M | −$3.03M | Cut−$2.09M |
| BNP PARIBAS FINANCIAL MARKETS | 180.3K | $64.3M | −$3.04M | Cut−$4.81M |
| Corient Private Wealth LLC | 179.5K | $61.3M | −$5.46M | Cut−$4.44M |
| MML INVESTORS SERVICES, LLC | 169.9K | $60.6M | −$2.87M | Cut−$4.73M |
| Icahn Capital | 168.3K | $60M | −$2.55M | Added$3.69M |
| Boston Partners | 309 | $59M | — | New |
| Bank of New York Mellon Corp | 164.9K | $58.8M | −$2.78M | Cut−$3.78M |
| Enclave Advisors LLC | 161.6K | $57.6M | −$2.73M | Cut−$2.97M |
| BRIGHTON JONES LLC | 161.1K | $57.4M | −$2.72M | Cut−$4.59M |
| Mason & Associates Inc | 165K | $57.2M | −$4.42M | Cut−$5.03M |
| COMMONWEALTH EQUITY SERVICES, LLC | 155.7K | $55.5M | −$2.63M | Cut−$14.1M |
| Hippocratic Financial Advisors, LLC | 153.2K | $54.6M | −$2.37M | Added$2.16M |
| Napier Financial, LLC | 152.3K | $54.3M | −$2.57M | Cut−$2.65M |
| Clearstead Advisors, LLC | 149.3K | $53.2M | −$1.33M | Added$23.8M |
| Envestnet Portfolio Solutions, Inc. | 146.6K | $52.3M | −$2.48M | Cut−$24M |
| Beacon Pointe Advisors, LLC | 146.4K | $52.2M | −$1.94M | Added$9.21M |
| CHOREO, LLC | 141.7K | $50.5M | −$2.79M | Cut−$3.44M |
| JT Stratford LLC | 140K | $49.9M | −$2.35M | Cut−$2.11M |
| Rockefeller Capital Management L.P. | 138.4K | $49.4M | −$2.34M | Cut−$7.45M |
| NIXON PEABODY TRUST CO | 131.3K | $46.8M | −$1.94M | Added$3.9M |
| Conservest Capital Advisors, Inc. | 130.2K | $46.4M | −$2.2M | Cut−$3.9M |
| Wealthfront Advisers LLC | 129.2K | $46.1M | −$1.95M | Added$3M |
| Gotham Asset Management, LLC | 127.8K | $45.6M | −$131.9K | Added$42.6M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 124.3K | $44.3M | −$2.1M | Cut−$2.1M |
| DT Investment Partners, LLC | 123.8K | $44.1M | −$2.01M | Cut−$376K |
| Jordan Park Group LLC | 123.3K | $44M | −$2.08M | Cut−$4.01M |
| Trust Co | 122.8K | $43.8M | −$2.06M | Cut−$1.82M |
| TWO SIGMA INVESTMENTS, LP | 122.1K | $43.5M | −$1.2M | Added$16.9M |
| Brewster Financial Planning LLC | 120K | $42.8M | −$1.98M | Cut−$1.08M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 119.5K | $42.6M | −$2.02M | Cut−$7.62M |
| Laird Norton Wetherby Trust Company, LLC | 116.8K | $41.7M | −$1.97M | Cut−$2.2M |
| Financial Management Professionals, Inc. | 116.4K | $41.5M | −$1.96M | Cut−$1.81M |
| ASPIRIANT, LLC | 112.7K | $40.2M | −$1.9M | Cut−$2.51M |
| HOGE FINANCIAL SERVICES, LLC | 112.6K | $40.1M | −$1.9M | Cut−$2.76M |
| American Financial Advisors, LLC | 108.3K | $38.6M | −$1.83M | Cut−$2.82M |
| MONTAG A & ASSOCIATES INC | 107.4K | $38.3M | −$1.81M | Cut−$1.82M |
| WHITTIER TRUST CO OF NEVADA INC | 105.5K | $38.1M | −$1.9M | Cut−$1.9M |
| SIGMA INVESTMENT COUNSELORS INC | 105.5K | $37.6M | −$1.78M | Cut−$2.91M |
| Busey Bank | 104.6K | $37.3M | −$1.77M | Cut−$1.8M |
| Constellation Investments, Inc. | 101.4K | $36.2M | −$1.71M | Cut−$1.71M |
| Franklin, Parlapiano, Turner & Welch, LLC | 93.1K | $36.1M | $790.4K | Added$80.4K |
| Pitcairn Wealth Advisors LLC | 92.3K | $34.5M | $710 | Added$1.5M |
| FRANKLIN RESOURCES INC | 96K | $34.2M | −$1.49M | Added$1.3M |
| St. Louis Trust Co | 95.8K | $34.2M | −$1.62M | Cut−$1.86M |
| RTD Financial Advisors, Inc. | 94.5K | $33.7M | −$1.6M | Cut−$2.07M |
| TFO Wealth Partners, LLC | 90.7K | $32.3M | −$1.53M | Cut−$1.63M |
| Quantinno Capital Management LP | 89.5K | $31.9M | −$1.39M | Added$1.18M |
| Legacy Advisors, LLC | 89.3K | $31.8M | −$1.51M | Cut−$1.52M |
| SACHEM HILL LLC | 88.2K | $31.5M | −$1.49M | Cut−$2.32M |
| Parker Investment Management, LLC | 87.1K | $31M | −$1.47M | Cut−$1.57M |
| Wilmington Savings Fund Society, FSB | 87K | $31M | −$1.45M | Cut−$971.9K |
| STEPHENS INC /AR/ | 86.7K | $30.9M | −$1.44M | Cut−$915.7K |
| Wescott Financial Advisory Group, LLC | 86.5K | $30.9M | −$1.46M | Cut−$1.78M |
| Gray Private Wealth, LLC | 85.3K | $30.4M | −$1.44M | Cut−$1.47M |
| Robertson Stephens Wealth Management, LLC | 85.2K | $30.4M | −$1.44M | Cut−$1.44M |
| Karpus Management, Inc. | 85.1K | $30.3M | −$1.43M | Cut−$1.4M |
| WHITTIER TRUST CO | 82.5K | $29.8M | −$1.48M | Cut−$2.54M |
| May Hill Capital, LLC | 83.6K | $29.8M | −$1.41M | Cut−$1.87M |
| Wealthspire Advisors, LLC | 82.8K | $29.5M | −$1.4M | Cut−$4.22M |
| XML Financial, LLC | 82.6K | $29.4M | −$1.39M | Cut−$1.78M |
| Kestra Advisory Services, LLC | 81.8K | $29.2M | −$1.38M | Cut−$5.89M |
| BLAIR WILLIAM & CO/IL | 80.9K | $28.8M | −$1.29M | Added$408.6K |
| RHUMBLINE ADVISERS | 78.5K | $28M | −$1.33M | Cut−$3.03M |
| ACT WEALTH MANAGEMENT, LLC | 77.7K | $27.7M | −$1.28M | Cut−$720.9K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 77K | $27.5M | −$1.3M | Cut−$1.44M |
| MAI Capital Management | 76.8K | $27.4M | −$1.3M | Cut−$1.54M |
| Sequoia Financial Advisors, LLC | 74.7K | $26.6M | −$1.26M | Cut−$2.98M |
| Allen Investment Management, LLC | 74K | $26.4M | −$1.23M | Cut−$2.65M |
| NEUBERGER BERMAN GROUP LLC | 73.9K | $26.3M | −$1.25M | Cut−$4.27M |
| BTC Capital Management, Inc. | 71.2K | $25.4M | −$1.21M | Cut−$2.18M |
| GLENMEDE TRUST CO NA | 67.4K | $24M | −$1.14M | Cut−$1.39M |
| Modera Wealth Management, LLC | 67.3K | $24M | −$1.14M | Cut−$1.39M |
| HUNTINGTON NATIONAL BANK | 66.8K | $23.8M | −$1.01M | Added$1.46M |
| Integrated Wealth Concepts LLC | 65.3K | $23.3M | −$727K | Added$7.19M |
| Cornerstone Wealth Group, LLC | 59K | $22.7M | $733.5K | Cut−$396.1K |
| MISSION WEALTH MANAGEMENT, LP | 62.3K | $22.2M | −$1.05M | Cut−$1.54M |
| OneDigital Investment Advisors LLC | 61.2K | $21.8M | −$1.03M | Cut−$1.28M |
| Savant Capital, LLC | 61.1K | $21.8M | −$811.8K | Added$3.84M |
| UMB Bank, n.a. | 59.2K | $21.1M | −$950.9K | Added$72.7K |
| Perigon Wealth Management, LLC | 59.2K | $21.1M | −$995.5K | Cut−$909.6K |
| QUADRANT CAPITAL GROUP LLC | 59K | $21M | −$996.5K | Cut−$1.01M |
| DAVIS R M INC | 58.9K | $21M | −$994.9K | Cut−$1.65M |
| Heritage Investment Group, Inc. | 58.1K | $20.7M | −$809.8K | Added$2.79M |
| GM Advisory Group, LLC | 57.4K | $20.5M | −$969.1K | Cut−$1.15M |
| Single Point Partners, LLC | 56.8K | $20.2M | −$958.2K | Cut−$1.15M |
| TRUST POINT INC. | 55.3K | $19.7M | −$933K | Cut−$1.45M |
| Legal & General Group Plc | 54.7K | $19.5M | −$807.3K | Added$1.42M |
| Paragon Capital Management LLC | 54.3K | $19.4M | −$916.7K | Cut−$1.11M |
| Johnson Financial Group, Inc. | 54.3K | $19.3M | −$908K | Cut−$740.1K |
| Mullaney, Keating & Wright, Inc. | 52K | $18.5M | −$876.9K | Cut−$1.5M |
| SENTINEL WEALTH MANAGEMENT, INC. | 51.8K | $18.5M | −$873.6K | Cut−$931.5K |
| CITIGROUP INC | 50.9K | $18.1M | −$827.6K | Cut−$167.6K |
| TD PRIVATE CLIENT WEALTH LLC | 50.7K | $18.1M | −$677K | Added$3.11M |
| Badgley Phelps Wealth Managers, LLC | 50.5K | $18M | −$852K | Cut−$1.13M |
| Cresset Asset Management, LLC | 50.1K | $17.9M | −$811.3K | Cut−$70.3K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 50K | $17.8M | −$844K | Cut−$168.5M |
| Auxano Advisors, LLC | 49.8K | $17.7M | −$839.9K | Cut−$1.74M |
| SCS Capital Management LLC | 49K | $17.5M | −$827.1K | Cut−$879.3K |
| Farther Finance Advisors, LLC | 47.6K | $17.1M | −$672.1K | Cut−$5.52M |
| JANE STREET GROUP, LLC | 47.6K | $17M | −$214.4K | Added$12.2M |
| Wealthcare Advisory Partners LLC | 47.4K | $16.9M | −$750.5K | Added$305.3K |
| Tortoise Investment Management, LLC | 47K | $16.7M | −$792.7K | Cut−$1.03M |
| ALLIANCEBERNSTEIN L.P. | 43.9K | $16.4M | −$0 | Added$6.26M |
| CWM, LLC | 45.9K | $16.4M | $16.3M | Added$16.3M |
| TIAA TRUST, NATIONAL ASSOCIATION | 45.8K | $16.3M | −$819.8K | Cut−$239.9M |
| Rice Partnership, LLC | 45.7K | $16.3M | −$759.5K | Cut−$490.6K |
| Glassman Wealth Services | 42.9K | $15.3M | −$723.1K | Cut−$873.6K |
| Latigo Investments, LLC | 42.6K | $15.2M | −$718.3K | Cut−$718.3K |
| HB Wealth Management, LLC | 42.2K | $15.1M | −$693.6K | Cut−$288.2K |
| New England Private Wealth Advisors LLC | 41.8K | $14.9M | −$705.6K | Cut−$872.2K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 37.8K | $14.8M | $715.2K | Added$723K |
| JOURNEY STRATEGIC WEALTH LLC | 41.5K | $14.8M | −$685.9K | Cut−$364.7K |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 41.2K | $14.7M | −$694.8K | Cut−$694.8K |
| Texas Capital Bank Wealth Management Services Inc | 41.1K | $14.7M | −$694.4K | Cut−$1.12M |
| YHB Investment Advisors, Inc. | 40.6K | $14.5M | −$685.7K | Cut−$1.27M |
| Jaffetilchin Investment Partners, LLC | 40.2K | $14.3M | −$677.9K | Cut−$660.8K |
| BRADLEY FOSTER & SARGENT INC/CT | 39.6K | $14.1M | −$667.7K | Cut−$668.8K |
| CHARTIST INC /CA/ | 39.3K | $14M | −$662.3K | Cut−$864.7K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 39.1K | $14M | −$647.4K | Cut−$2.27M |
| Glenview Trust Co | 38.8K | $13.8M | −$654.5K | Cut−$642.8K |
| Koss-Olinger Consulting, LLC | 38.6K | $13.8M | −$652.1K | Cut−$5.52M |
| Private Advisor Group, LLC | 37.8K | $13.5M | −$602.5K | Added$144.8K |
| CITIZENS FINANCIAL GROUP INC/RI | 37K | $13.2M | −$617.9K | Cut−$488.8K |
| JMG Financial Group, Ltd. | 37K | $13.2M | −$623.8K | Cut−$628.3K |
| Nicholson Meyer Capital Management, Inc. | 36.7K | $13.1M | −$610K | Cut−$393.6K |
| Advance Capital Management, Inc. | 34.5K | $12.3M | −$582.6K | Cut−$712.6K |
| Curi Capital, LLC | 34.1K | $12.2M | −$576.1K | Cut−$880.9K |
| SMITH CHAS P & ASSOCIATES PA CPAS | 33.5K | $11.9M | −$565.1K | Cut−$565.1K |
| ETF Portfolio Partners, Inc. | 33.5K | $11.9M | −$564.9K | Cut−$1.14M |
| Northstar Financial Companies, Inc. | 33.3K | $11.9M | −$561.3K | Cut−$727.1K |
| &PARTNERS | 32.8K | $11.8M | −$555.4K | Cut−$6.2M |
| Fiduciary Trust Co | 32.9K | $11.7M | −$554.6K | Cut−$554.6K |
| St. Clair Advisors, LLC | 32.8K | $11.7M | −$224.1K | Added$6.72M |
| FIDUCIARY COUNSELLING INC | 32.4K | $11.6M | −$547.7K | Cut−$547.7K |
| HBK Sorce Advisory LLC | 28.3K | $11.4M | $667.8K | Added$771.2K |
| GTS SECURITIES LLC | 31.7K | $11.3M | — | New |
| OLD NATIONAL BANCORP /IN/ | 31.7K | $11.3M | −$535.6K | Cut−$554.3K |
| Evercore Wealth Management, LLC | 31.5K | $11.2M | −$238.2K | Added$5.96M |
| Ethos Financial Group, LLC | 30K | $11.2M | −$44.6K | Added$234.4K |
| EP Wealth Advisors, LLC | 30.5K | $10.9M | −$514.3K | Cut−$794.4K |
| Stratos Wealth Partners, LTD. | 30.4K | $10.9M | −$513.5K | Cut−$821.9K |
| 1900 WEALTH MANAGEMENT LLC | 30.4K | $10.8M | −$513.7K | Cut−$511.9K |
| Independent Advisor Alliance | 30.4K | $10.8M | — | New |
| Fire Capital Management LLC | 30.2K | $10.8M | −$509.7K | Cut−$858.2K |
| Atlantic Union Bankshares Corp | 29.4K | $10.5M | −$496.9K | Cut−$572K |
| Firestone Capital Management | 29K | $10.3M | −$488.5K | Cut−$568K |
| Hamilton Capital, LLC | 28.9K | $10.3M | −$487.9K | Cut−$1.6M |
| Merit Financial Group, LLC | 28.8K | $10.3M | −$486.3K | Cut−$1.23M |
| Centennial Bank/AR/ | 28.5K | $10.2M | −$481.3K | Cut−$1.44M |
| North Star Investment Management Corp. | 28.3K | $10.1M | −$477.9K | Cut−$477.9K |
| Sanctuary Advisors, LLC | 28.3K | $10.1M | −$477.1K | Cut−$515.6K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 27.6K | $9.84M | −$465.9K | Cut−$549.9K |
| Turtle Creek Wealth Advisors, LLC | 27.4K | $9.77M | −$458.5K | Cut−$377.6K |
| Brown Financial Advisory | 27.4K | $9.75M | −$461.8K | Cut−$722.8K |
| Cannell & Spears LLC | 27.3K | $9.74M | −$459.1K | Cut−$415.3K |
| Parkside Financial Bank & Trust | 27.2K | $9.7M | −$458.9K | Cut−$482.8K |
| Aptus Capital Advisors, LLC | 26.9K | $9.57M | −$453.3K | Cut−$908.5K |
| OXFORD FINANCIAL GROUP, LTD. LLC | 26.8K | $9.55M | −$451.9K | Cut−$1.56M |
| CM WEALTH ADVISORS LLC | 26.8K | $9.54M | −$441.6K | Cut−$227.3K |
| COREPATH WEALTH PARTNERS LLC | 25.7K | $9.54M | −$266.8K | Cut−$165.6K |
| Sepio Capital, LP | 26.7K | $9.53M | −$451.3K | Cut−$607.4K |
| Utah Retirement Systems | 26.4K | $9.41M | −$281.6K | Added$3.18M |
| FORMULATE FINANCIAL LLC | 25.9K | $9.24M | −$429.5K | Cut−$257.9K |
| Indiana Trust & Investment Management Co | 25.6K | $9.13M | −$432.1K | Cut−$432.1K |
| Pure Financial Advisors, LLC | 25.5K | $9.09M | −$388K | Added$507.7K |
| Graves Light Lenhart Wealth, Inc. | 25.3K | $9.04M | −$427.9K | Cut−$483.9K |
| AMERICAN NATIONAL BANK & TRUST | 25.1K | $8.95M | −$423.7K | Cut−$866.2K |
| Caprock Group, LLC | 25K | $8.91M | −$401.4K | Added$38.3K |
| Summit Wealth Partners, LLC | 24.9K | $8.89M | −$420.7K | Cut−$575.7K |
| CHILTON INVESTMENT CO INC. | 24.6K | $8.75M | −$414.4K | Cut−$414.4K |
| ARCADIA INVESTMENT ADVISORS LLC | 24.3K | $8.66M | −$409.8K | Cut−$485.2K |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 21.5K | $8.59M | $448.9K | Added$448.9K |
| Tudor Financial Inc. | 23.7K | $8.46M | −$400.3K | Cut−$491.4K |
| GC Wealth Management RIA, LLC | 23.6K | $8.43M | −$399.1K | Cut−$1.36M |
| MV CAPITAL MANAGEMENT, INC. | 23.4K | $8.35M | −$395.1K | Cut−$421.7K |
| Campion Asset Management | 23.4K | $8.34M | −$394.9K | Cut−$529.4K |
| Relyea Zuckerberg Hanson LLC | 23K | $8.21M | −$388.8K | Cut−$387.3K |
| Omega Financial Group, LLC | 22.8K | $8.13M | −$385.1K | Cut−$982.6K |
| Fort Point Capital Partners LLC | 22.8K | $8.12M | −$526.7K | Cut−$956.5K |
| AlTi Global, Inc. | 22.7K | $8.08M | −$382.7K | Cut−$414.8K |
Who left
- ARGENT CAPITAL MANAGEMENT LLC$74.3M
- NewEdge Advisors, LLC$46.9M
- EQUITY INVESTMENT CORP$26.6M
- Robinhood Asset Management, LLC$23.3M
- Citadel$18.1M
- Renaissance Technologies$14.5M
- Humankind Investments LLC$9.36M
- FIRST TRUST ADVISORS LP$8.64M
- Virtue Capital Management, LLC$6.7M
- SENTINEL PENSION ADVISORS, LLC$5.91M
- J.W. COLE ADVISORS, INC.$3.86M
- KM Capital Management Ltd.$3.37M
- Trustees of Columbia University in the City of New York$2.9M
- PRUDENTIAL FINANCIAL INC$2.39M
- Jump Financial, LLC$1.89M
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.