Stock
Reported value
$8.75B
Holders
1,015
+67 new · −71 exited
Holders’ est. mark
$327.6M
Price effect on 238 books still in the name
Largest holder
$1.16B
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $20.7M
- Citadel0.0% · $19.7M
- Fidelity0.0% · $33.6M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 6.12M | $1.16B | $51.3M | Cut−$266.4M |
| MORGAN STANLEY | 4.36M | $826.7M | $35.8M | Added$53M |
| ENVESTNET ASSET MANAGEMENT INC | 2.14M | $406.6M | $18M | Added$11M |
| TIAA Wealth Investment Management LLC | 1.55M | $285.7M | — | Held |
| D.A. DAVIDSON & CO. | 1.27M | $241.4M | $10.4M | Added$15.6M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1.2M | $227.6M | — | Held |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1.11M | $210.2M | $9.27M | Added$9.75M |
| PNC Financial Services Group, Inc. | 1.1M | $208.7M | $9.22M | Added$6.96M |
| LPL Financial LLC | 1.06M | $201.4M | $8.9M | Added$1.63M |
| M&T Bank Corp | 1.02M | $192.8M | $8.52M | Added$8.3M |
| WELLS FARGO & COMPANY/MN | 876.8K | $166.2M | $7.35M | Cut−$18M |
| HSBC HOLDINGS PLC | 859K | $162.9M | $382K | Added$154.6M |
| UBS Group AG | 839.3K | $159.1M | $6.75M | Added$13.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | 793.5K | $150.4M | $6.64M | Added$6.82M |
| GOLDMAN SACHS GROUP INC | 727.6K | $137.9M | $5.97M | Added$8.9M |
| Cassaday & Co Wealth Management LLC | 644.8K | $122.2M | $5.33M | Added$7.06M |
| NORTHERN TRUST CORP | 607.7K | $115.2M | $5.09M | Added$1.93M |
| ROYAL BANK OF CANADA | 553.9K | $105M | $4.47M | Added$8.39M |
| JPMORGAN CHASE & CO | 464.4K | $85.8M | $1.59M | Added$6.19M |
| RAYMOND JAMES FINANCIAL INC | 448K | $84.9M | $3.68M | Added$5.44M |
| Pacific Life Fund Advisors LLC | 428.9K | $81.3M | $3.59M | Added$2.98M |
| Pathstone Holdings, LLC | 414.9K | $78.7M | $3.33M | Added$6.72M |
| Badgley Phelps Wealth Managers, LLC | 390.3K | $74M | $3.24M | Added$3.92M |
| Focus Partners Wealth | 339.2K | $64.3M | $2.85M | Added$2.54M |
| Jasper Ridge Partners, L.P. | 321.7K | $61M | $2.7M | Added$2.7M |
| COMMERCE BANK | 321.6K | $61M | $2.7M | Added$1.54M |
| JONES FINANCIAL COMPANIES LLLP | 301.3K | $56.2M | $1.46M | Added$6.05M |
| Bank of New York Mellon Corp | 284.1K | $53.9M | $1.72M | Added$16.6M |
| AMERIPRISE FINANCIAL INC | 270.3K | $51.4M | $2.31M | Added$3.79M |
| SEI INVESTMENTS CO | 258K | $48.9M | $2.17M | Added$237.8K |
| MAI Capital Management | 257.6K | $48.8M | $2.16M | Added$2.01M |
| Cetera Investment Advisers | 250.6K | $47.5M | $2.1M | Cut−$1.92M |
| CHOREO, LLC | 243.9K | $46.2M | $1.69M | Added$1.63M |
| AMG National Trust Bank | 237.8K | $45.1M | $1.99M | Added$920.7K |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 237.5K | $45M | $1.99M | Added$1.63M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 233.1K | $44.2M | $1.95M | Cut−$40.9M |
| Comprehensive Financial Management LLC | 230.5K | $43.7M | $1.93M | Added$1.93M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 211.1K | $40.6M | $895.1K | Cut−$5.63M |
| BROWN ADVISORY INC | 212.2K | $40.2M | $1.78M | Cut−$10.7M |
| WHITTIER TRUST CO | 199.5K | $38.5M | $985.3K | Added$512.8K |
| Rockefeller Capital Management L.P. | 199.6K | $37.8M | $1.63M | Added$2.52M |
| Allspring Global Investments Holdings, LLC | 189.2K | $35.9M | $1.59M | Cut−$3.96M |
| FIFTH THIRD BANCORP | 182K | $34.5M | $706.3K | Added$19.2M |
| Fidelity | 177.1K | $33.6M | $1.27M | Added$6.03M |
| US BANCORP \DE\ | 175.7K | $33.3M | $1.38M | Added$3.49M |
| Waldron Private Wealth LLC | 166.7K | $31.6M | $1.4M | Cut−$5.89M |
| Mariner, LLC | 159.3K | $30.1M | $1.26M | Cut−$367.5K |
| COURIER CAPITAL LLC | 154.4K | $29.3M | $1.27M | Added$1.73M |
| BANK OF MONTREAL /CAN/ | 154.2K | $29.2M | $1.29M | Added$64.7K |
| Pure Financial Advisors, LLC | 147.5K | $28M | $1.19M | Added$2.29M |
| JOHNSON INVESTMENT COUNSEL INC | 143.3K | $27.2M | $1.2M | Cut−$1.03M |
| TRUIST FINANCIAL CORP | 140.9K | $26.7M | $1.18M | Added$1.08M |
| BlackRock, Inc. | 139.4K | $26.4M | $1.1M | Added$2.63M |
| WELLINGTON MANAGEMENT GROUP LLP | 136.4K | $25.9M | $1.14M | Cut−$4.69M |
| BNP PARIBAS FINANCIAL MARKETS | 136.1K | $25.8M | $1.14M | Cut−$55.1M |
| HighTower Advisors, LLC | 131.8K | $25M | $1.11M | Added$500.7K |
| Modera Wealth Management, LLC | 130.7K | $24.8M | $1.1M | Added$681.1K |
| OSAIC HOLDINGS, INC. | 130.5K | $24.7M | $1.01M | Added$2.79M |
| Allworth Financial LP | 125.7K | $23.8M | $1.05M | Added$761.1K |
| PRINCIPAL FINANCIAL GROUP INC | 115.5K | $21.9M | $967.9K | Cut−$6.1M |
| Powell Investment Advisors, LLC | 115.4K | $21.9M | $956.6K | Added$1.2M |
| Arax Advisory Partners | 113.5K | $21.5M | $912.4K | Added$751.9K |
| JANUS HENDERSON GROUP PLC | 112.9K | $21.4M | $946.2K | Cut−$2.71M |
| WHITTIER TRUST CO OF NEVADA INC | 110.6K | $21.3M | $546.2K | Cut−$42.3K |
| CAPTRUST FINANCIAL ADVISORS | 110.5K | $20.9M | $923K | Added$402.8K |
| Icahn Capital | 109.3K | $20.7M | $915.6K | Cut−$1.63M |
| Corient Private Wealth LLC | 108.6K | $20.2M | $466.5K | Cut−$4.94M |
| Cerity Partners LLC | 104.9K | $19.9M | $879.1K | Cut−$1.03M |
| Citadel | 103.8K | $19.7M | $764.9K | Added$3.13M |
| Zhang Financial LLC | 99.3K | $18.8M | $831.7K | Added$704.3K |
| VICTORY CAPITAL MANAGEMENT INC | 95.7K | $18.1M | $801.6K | Cut−$17.4M |
| Pinnacle Financial Partners, Inc. | 92.5K | $17.5M | $774.1K | Added$792.3K |
| Baird Financial Group, Inc. | 91.6K | $17.4M | $750.8K | Added$1.13M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 91.3K | $17.3M | $765.1K | Cut−$20.9M |
| NATIONAL BANK OF CANADA /FI/ | 90.8K | $17.2M | $18K | Added$16.8M |
| Creative Planning | 89.5K | $17M | $733.4K | Added$1.1M |
| ALLIANCEBERNSTEIN L.P. | 92.5K | $16.8M | $0 | Cut−$625K |
| Fiduciary Trust Co | 88.3K | $16.7M | $740K | Added$582.7K |
| Savant Capital, LLC | 84.8K | $16.1M | $710.1K | Added$665K |
| Beacon Pointe Advisors, LLC | 81.7K | $15.5M | $512.5K | Added$4.41M |
| ASPIRIANT, LLC | 79.9K | $15.1M | $669.4K | Added$210.6K |
| Waverly Advisors, LLC | 79.7K | $15.1M | $668.1K | Added$600.9K |
| CWM, LLC | 76.1K | $14.4M | $11M | Added$14.4M |
| Wealthspire Advisors, LLC | 75.9K | $14.4M | $636.4K | Added$358.6K |
| FRANKLIN RESOURCES INC | 73.8K | $14M | $454K | Added$4.18M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 71.5K | $13.6M | $599.4K | Added$456.4K |
| Hillcrest Wealth Advisors - NY, LLC | 70.6K | $13.4M | $589.4K | Added$641.5K |
| FULLER & THALER ASSET MANAGEMENT, INC. | 69.9K | $13.3M | $585.9K | Cut−$13.9M |
| TWO SIGMA INVESTMENTS, LP | 69K | $13.1M | $305.8K | Added$6.46M |
| STIFEL FINANCIAL CORP | 68.8K | $13M | $577.1K | Cut−$736.6K |
| Strategic Equity Management | 68.6K | $13M | — | New |
| BAILARD, INC. | 67.7K | $12.8M | $567.5K | Added$306.2K |
| TIAA TRUST, NATIONAL ASSOCIATION | 67K | $12.7M | $506.2K | Cut−$487.6M |
| ARIEL INVESTMENTS, LLC | 65.5K | $12.4M | $279.2K | Added$6.37M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 65.1K | $12.3M | $537.7K | Added$719.1K |
| JANE STREET GROUP, LLC | 65.1K | $12.3M | $137.8K | Added$9.36M |
| SHAPIRO CAPITAL MANAGEMENT LLC | 62.6K | $11.9M | $444.1K | Added$2.27M |
| Tower Research Capital LLC (TRC) | 61.7K | $11.7M | $111.3K | Added$9.3M |
| Cresset Asset Management, LLC | 61K | $11.6M | $448.4K | Added$1.86M |
| SONATA CAPITAL GROUP INC | 60.9K | $11.6M | $510.6K | Added$454.9K |
| HARBOR INVESTMENT ADVISORY, LLC | 60.1K | $11.4M | $503.7K | Added$437.6K |
| STEPHENS INC /AR/ | 59.2K | $11.2M | $446.5K | Added$1.56M |
| FIRST HORIZON CORP | 58.5K | $11.1M | $458.2K | Added$1.17M |
| Leeward Investments, LLC - MA | 56.5K | $10.7M | $473.7K | Added$246.1K |
| Focus Partners Advisor Solutions, LLC | 56.4K | $10.7M | $470.6K | Cut−$104.6K |
| EP Wealth Advisors, LLC | 56.3K | $10.7M | $472.1K | Added$148.9K |
| GTS SECURITIES LLC | 55.4K | $10.5M | $152.9K | Added$7.21M |
| BLAIR WILLIAM & CO/IL | 54.8K | $10.4M | $458.4K | Added$473.7K |
| KEYBANK NATIONAL ASSOCIATION/OH | 54.5K | $10.3M | $456.4K | Cut−$183.5K |
| D. E. Shaw & Co., Inc. | 54.2K | $10.3M | $88.6K | Added$8.36M |
| Corundum Group, Inc. | 53.5K | $10.1M | $448.4K | Added$383K |
| Kestra Advisory Services, LLC | 53.3K | $10.1M | $446.8K | Added$287.2K |
| RTD Financial Advisors, Inc. | 53.2K | $10.1M | $446.3K | Added$53.2K |
| Equitable Holdings, Inc. | 55.5K | $10.1M | $184 | Added$5.72M |
| Navigation Group, LLC | 52.7K | $9.99M | — | Held |
| Marion Wealth Management | 52.1K | $9.87M | −$314.1K | Cut−$454.2K |
| Royal Fund Management, LLC | 39.4K | $9.8M | — | New |
| CIBC Bancorp USA Inc. | 51.2K | $9.71M | — | Held |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 50.5K | $9.57M | — | New |
| EverSource Wealth Advisors, LLC | 49.6K | $9.4M | $9.08K | Added$9.21M |
| Viewpoint Capital Management LLC | 48.2K | $9.15M | $398.6K | Added$528.1K |
| HB Wealth Management, LLC | 47.2K | $8.94M | $394.1K | Added$418K |
| Idaho Trust Co | 44.8K | $8.49M | $280.9K | Added$2.42M |
| Mirae Asset Global Investments Co., Ltd. | 43.4K | $8.23M | $7.54K | Added$8.07M |
| Fortis Group Advisors, LLC | 39.2K | $8.14M | $242.6K | Added$4.75M |
| HANCOCK WHITNEY CORP | 39.2K | $8.05M | $935.2K | Added$1.05M |
| MERCER GLOBAL ADVISORS INC /ADV | 42.2K | $8M | $337.9K | Added$693K |
| CM WEALTH ADVISORS LLC | 41.1K | $7.8M | $304.4K | Added$1.21M |
| Baker Avenue Asset Management, LP | 41.1K | $7.79M | — | New |
| Sanctuary Advisors, LLC | 40.4K | $7.66M | $328.1K | Added$563.8K |
| One Capital Management, LLC | 39.8K | $7.54M | $333.5K | Added$61.5K |
| LWM ADVISORS INC | 38.8K | $7.35M | $319.9K | Added$437.8K |
| United Asset Strategies, Inc. | 38.7K | $7.33M | $323.5K | Added$334.2K |
| OFS Enterprise LLC | 38.3K | $7.26M | — | Held |
| Boston Partners | 37.8K | $7.17M | $255K | Cut−$4.74M |
| ROYCE & ASSOCIATES LP | 37.4K | $7.1M | $181.5K | Added$3.17M |
| Foundation Wealth Management, LLC | 37K | $7.01M | $301.9K | Added$238.2K |
| MONEYWISE, INC. | 36.2K | $6.85M | — | New |
| PRUDENTIAL FINANCIAL INC | 35.8K | $6.79M | $241K | Added$448.6K |
| IEQ CAPITAL, LLC | 35.7K | $6.76M | $298.9K | Cut−$843.3K |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 35.2K | $6.68M | $287.3K | Added$465.9K |
| SEGALL BRYANT & HAMILL, LLC | 35.1K | $6.66M | $294.5K | Cut−$1.13M |
| HARBOUR INVESTMENTS, INC. | 34.8K | $6.6M | $272.7K | Added$705.7K |
| Summit Financial, LLC | 34.8K | $6.6M | $291.6K | Cut−$3.64M |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 34.5K | $6.53M | $288.8K | Cut−$18.6M |
| Independent Family Office, LLC | 34.4K | $6.52M | $288.3K | Added$253.1K |
| Sterling Capital Management LLC | 33.6K | $6.36M | $156.8K | Added$2.97M |
| Venture Visionary Partners LLC | 32.9K | $6.25M | $276K | Added$237.1K |
| TD Waterhouse Canada Inc. | 32.2K | $6.13M | $286.4K | Cut−$3.81M |
| TD Asset Management Inc | 32.2K | $6.1M | $269.8K | Cut−$3.83M |
| XML Financial, LLC | 32.1K | $6.08M | $268.8K | Added$249.4K |
| TITLEIST ASSET MANAGEMENT, LLC | 31.9K | $6.05M | $265.5K | Added$314.6K |
| GLENMEDE TRUST CO NA | 30.9K | $5.87M | $259K | Added$264K |
| Brookstone Capital Management | 30.8K | $5.84M | $251.8K | Added$398.5K |
| Brooklyn FI, LLC | 30.8K | $5.83M | $257.8K | Cut−$2.8K |
| Avantax Planning Partners, Inc. | 30.6K | $5.8M | $256.3K | Cut−$20.9K |
| Facet Wealth, Inc. | 30.3K | $5.74M | −$150.6K | Cut−$1.17M |
| RWA WEALTH PARTNERS, LLC | 30.1K | $5.7M | $216.5K | Added$1.02M |
| McLean Asset Management Corp | 29.7K | $5.63M | −$122.3K | Cut−$132.2K |
| Mullaney, Keating & Wright, Inc. | 29.5K | $5.6M | $247.2K | Added$206.6K |
| INSTRUMENTAL WEALTH, LLC | 28.8K | $5.46M | −$313.5K | Cut−$147.5K |
| MML INVESTORS SERVICES, LLC | 28.8K | $5.46M | $241.5K | Cut−$556.2K |
| Financial Synergies Wealth Advisors, Inc. | 28.7K | $5.44M | $239.7K | Added$253.4K |
| Hudson Bay Capital Management LP | 28.3K | $5.36M | $13.6K | Added$5.07M |
| STEVENS CAPITAL PARTNERS | 28.2K | $5.35M | $223.2K | Added$525.8K |
| MidFirst Bank | 28.2K | $5.35M | $236.5K | Added$40.8K |
| InvesTrust | 28.2K | $5.35M | $235.7K | Added$251.2K |
| WESBANCO BANK INC | 27.4K | $5.19M | $229.3K | Added$48.1K |
| Aristotle Capital Boston, LLC | 27.2K | $5.15M | $227.6K | Cut−$3.12M |
| OXFORD FINANCIAL GROUP, LTD. LLC | 26.9K | $5.09M | $225K | Added$173.4K |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 26.3K | $4.98M | $220.2K | Added$209.5K |
| SENTINEL WEALTH MANAGEMENT, INC. | 26.2K | $4.96M | $219.3K | Added$185.4K |
| FELL CAPITAL MANAGEMENT /ADV | 25.7K | $4.88M | $172.2K | Added$1.15M |
| Noble Family Wealth, LLC | 25.7K | $4.87M | $215.4K | Added$215.4K |
| Lido Advisors, LLC | 25.5K | $4.84M | $275.1K | Cut−$728K |
| Whitegate Investment Counselors, Inc. | 24.6K | $4.67M | $205.8K | Added$215.9K |
| BOKF, NA | 23.3K | $4.41M | $194.9K | Cut−$662.9K |
| Arkadios Wealth Advisors | 23.1K | $4.37M | $193.2K | Added$137.7K |
| RPg Family Wealth Advisory, LLC | 22.9K | $4.35M | $175.4K | Added$551.9K |
| Risk Paradigm Group, LLC | 22.9K | $4.34M | $185.6K | Added$322.5K |
| Parkside Financial Bank & Trust | 22.9K | $4.34M | $189.7K | Added$235.6K |
| BLUELINE ADVISORS LLC | 22.8K | $4.32M | $190K | Added$210.6K |
| CITY HOLDING CO | 22.4K | $4.24M | $187.5K | Added$95K |
| Private Advisor Group, LLC | 21.6K | $4.1M | $181K | Cut−$210.7K |
| Bare Financial Services, Inc | 21.3K | $4.04M | $178.8K | Added$33.3K |
| NORTHWEST WEALTH MANAGEMENT, LLC | 20.7K | $3.92M | $173.3K | Added$173.3K |
| BRIDGES INVESTMENT MANAGEMENT INC | 20.5K | $3.89M | $171.8K | Cut−$2.46M |
| Wealthfront Advisers LLC | 20.5K | $3.88M | $138.5K | Added$886.1K |
| Farther Finance Advisors, LLC | 20.3K | $3.87M | $118.1K | Added$1.63M |
| Geneos Wealth Management Inc. | 20.4K | $3.87M | $151.4K | Added$595K |
| Atlas Brown,Inc. | 20.1K | $3.81M | $168.2K | Added$136.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 19.9K | $3.78M | $147.6K | Added$584.3K |
| SUMMIT WEALTH GROUP LLC / CO | 19.9K | $3.77M | $24K | Added$3.25M |
| Texas Yale Capital Corp. | 19.9K | $3.77M | $166.7K | Added$165.4K |
| Merit Financial Group, LLC | 19.1K | $3.63M | $92K | Added$1.64M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19.1K | $3.62M | $105.5K | Added$1.34M |
| Midwest Professional Planners, LTD. | 18.9K | $3.58M | — | New |
| Integrated Wealth Concepts LLC | 18.6K | $3.52M | $58.2K | Added$2.26M |
| BBR PARTNERS, LLC | 18.4K | $3.5M | $154.6K | Added$154.6K |
| Prosperity Planning, Inc. | 18.4K | $3.49M | $154.4K | Added$97.5K |
| Foundation Wealth Management, LLC\PA | 18.4K | $3.48M | $153.9K | Added$35.1K |
| CreativeOne Wealth, LLC | 18.2K | $3.44M | $143.5K | Added$339K |
| TOBIAS FINANCIAL ADVISORS, INC. | 17.8K | $3.38M | $149.6K | Cut−$123.5K |
| OneDigital Investment Advisors LLC | 17.7K | $3.36M | $148.7K | Added$144.4K |
| NEUBERGER BERMAN GROUP LLC | 17.7K | $3.35M | $148.2K | Cut−$9.8M |
| BARCLAYS PLC | 17.3K | $3.28M | $145K | Cut−$851.8K |
| INVESTMENT PARTNERS, LTD. | 17.2K | $3.26M | $144.1K | Added$64.6K |
| ASSETMARK, INC | 16.9K | $3.21M | $141.8K | Cut−$1.53M |
| GHP Investment Advisors, Inc. | 16.9K | $3.2M | $141.3K | Added$34K |
| Visionary Wealth Advisors | 16.5K | $3.13M | $138.4K | Added$119K |
| Midwest Trust Co | 16.4K | $3.11M | $135.6K | Added$177.2K |
| Mill Creek Capital Advisors, LLC | 16.1K | $3.06M | $135.1K | Added$135.1K |
| TICINO WEALTH | 13.6K | $3.05M | $585.6K | Added$299.3K |
| HUNTINGTON NATIONAL BANK | 15.9K | $3.01M | $109.2K | Added$648.4K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15.8K | $3M | $132.7K | Cut−$6.7K |
| FIRST FOUNDATION ADVISORS | 15.7K | $2.98M | $121.3K | Added$355.8K |
| STOCK YARDS BANK & TRUST CO | 15.7K | $2.97M | $122.4K | Added$322.4K |
| Finley Financial, LLC | 15.5K | $2.95M | $130.2K | Added$130.2K |
| Asset Management Group, Inc. | 15.4K | $2.93M | $128.8K | Added$136.2K |
| Advisory Services Network, LLC | 15.4K | $2.92M | $95.2K | Added$863.4K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 14.1K | $2.92M | $358.2K | Added$290.8K |
| NEW SOUTH CAPITAL MANAGEMENT INC | 15.3K | $2.9M | $82.9K | Added$1.11M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 15.3K | $2.9M | $52.1K | Added$1.78M |
| AE Wealth Management LLC | 15.3K | $2.9M | $106.6K | Added$597.3K |
| Wealth Architects, LLC | 14.9K | $2.82M | $124.8K | Added$124.8K |
| Clearstead Advisors, LLC | 14.8K | $2.82M | $124.4K | Cut−$227.9K |
| Kelsey Financial, LLC | 14.7K | $2.79M | $123.3K | Cut−$245 |
| Meramec Financial Planners, LLC | 13.2K | $2.75M | $96.3K | Added$34.6K |
| Sequoia Financial Advisors, LLC | 14.3K | $2.72M | $116.2K | Added$203.6K |
| Klingman & Associates, LLC | 14.3K | $2.71M | $119.8K | Added$119.8K |
| SANDERS MORRIS HARRIS LLC | 14.2K | $2.69M | — | New |
| Alamar Capital Management, LLC | 13.9K | $2.64M | $116.7K | Cut−$89K |
| Roundview Capital LLC | 13.7K | $2.6M | $115K | Added$72.1K |
| SVB WEALTH LLC | 13.6K | $2.57M | $113.5K | Cut−$89.4K |
| Brady Martz Wealth Solutions, LLC | 13.5K | $2.56M | $113.2K | Cut−$697.7K |
| Hardy Reed LLC | 13.3K | $2.52M | $111.6K | Added$111.6K |
| Dorsey & Whitney Trust CO LLC | 13.3K | $2.52M | $111.3K | Added$111.3K |
| Checchi Capital Advisers, LLC | 13.2K | $2.51M | $91.8K | Added$520.7K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 13.2K | $2.5M | $110.8K | Cut−$106.9K |
| LMG Wealth Partners, LLC | 13.2K | $2.5M | $110.3K | Added$110.3K |
| &PARTNERS | 12.9K | $2.48M | $136.5K | Cut−$687.3K |
| BHK Investment Advisors, LLC | 13K | $2.46M | $108.2K | Added$122.6K |
| WealthPlan Investment Management, LLC | 12.9K | $2.45M | $80.1K | Added$715.1K |
| VANCE WEALTH, LLC | 12.8K | $2.43M | $107.5K | Added$35.1K |
| Washington Trust Bank | 12.8K | $2.42M | $107.1K | Added$104.2K |
| Allegheny Financial Group | 12.7K | $2.4M | $103.7K | Added$157.4K |
| FIRST NATIONAL BANK OF OMAHA | 12.9K | $2.39M | $28.1K | Cut−$35.9K |
| Tradition Wealth Management, LLC | 12.6K | $2.39M | $104.6K | Added$125.4K |
| Penobscot Investment Management Company, Inc. | 12.4K | $2.35M | $103.3K | Added$118.5K |
| Fifth Third Securities, Inc. | 12.4K | $2.34M | $103.6K | Added$60.5K |
Who left
- MARSHALL WACE, LLP$14.2M
- Tidal Investments LLC$7.74M
- P SCHOENFELD ASSET MANAGEMENT LP$4.98M
- CANTOR FITZGERALD, L. P.$4.02M
- NewEdge Advisors, LLC$3.85M
- CONFLUENCE INVESTMENT MANAGEMENT LLC$3.84M
- Callan Family Office, LLC$2.91M
- Synergy Asset Management, LLC$2.48M
- TFB Advisors LLC$1.97M
- Pacific Ridge Capital Partners, LLC$1.31M
- River Road Asset Management, LLC$1.28M
- Renaissance Technologies$1.21M
- Nuveen, LLC$1.2M
- Moran Wealth Management, LLC$1.13M
- Atom Investors LP$989.6K
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.