Stock
Reported value
$9.43B
Holders
1,018
+53 new · −80 exited
Holders’ est. mark
−$264.6M
Price effect on 241 books still in the name
Largest holder
$1.09B
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $112.3M
- Icahn Capital0.0% · $3.38M
- Citadel0.0% · $4.55M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 3.47M | $1.09B | −$31.9M | Cut−$251.3M |
| MORGAN STANLEY | 2.75M | $864M | −$24.1M | Added$17.9M |
| BARINGS LLC | 1.61M | $484.3M | −$39.8M | Cut−$55.7M |
| ENVESTNET ASSET MANAGEMENT INC | 1.1M | $344.2M | −$10.1M | Cut−$18.1M |
| GOLDMAN SACHS GROUP INC | 957.9K | $300.6M | −$8.81M | Cut−$11.4M |
| Cassaday & Co Wealth Management LLC | 935.5K | $293.6M | −$8.48M | Cut−$4.15M |
| WELLS FARGO & COMPANY/MN | 730.3K | $229.2M | −$6.72M | Cut−$21.8M |
| PNC Financial Services Group, Inc. | 616.5K | $193.5M | −$5.64M | Cut−$4.59M |
| LPL Financial LLC | 576.9K | $181M | −$5.27M | Cut−$3.96M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 575.8K | $180.7M | — | Held |
| D.A. DAVIDSON & CO. | 544.7K | $170.9M | −$4.9M | Cut−$1.08M |
| UBS Group AG | 523.1K | $164.2M | −$4.8M | Cut−$4.46M |
| Cohen Klingenstein LLC | 492.7K | $154.6M | −$4.53M | Cut−$12.3M |
| TIAA Wealth Investment Management LLC | 466.7K | $140.5M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 433.2K | $135.9M | −$3.65M | Added$10M |
| COMMONWEALTH EQUITY SERVICES, LLC | 432.5K | $135.7M | −$3.98M | Cut−$9.44M |
| NORTHERN TRUST CORP | 430.5K | $135.1M | −$3.96M | Cut−$10.7M |
| CITIGROUP INC | 415.2K | $130.3M | −$2.05M | Added$58.4M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 410.5K | $128.8M | −$3.14M | Added$18.5M |
| ROYAL BANK OF CANADA | 374.9K | $117.6M | −$3.45M | Cut−$4.96M |
| JPMORGAN CHASE & CO | 386.2K | $116.2M | −$8.49M | Cut−$42.6M |
| Fidelity | 357.8K | $112.3M | −$2.81M | Added$13.5M |
| M&T Bank Corp | 348.6K | $109.4M | −$3.21M | Cut−$5.06M |
| BNP PARIBAS FINANCIAL MARKETS | 343.3K | $107.7M | −$3.12M | Cut−$1.88M |
| COMMERCE BANK | 265.6K | $83.4M | −$2.38M | Cut−$84.3K |
| Corient Private Wealth LLC | 242.6K | $76.1M | −$2.28M | Cut−$8.38M |
| Financial Engines Advisors L.L.C. | 238.1K | $74.7M | −$2.19M | Cut−$7.4M |
| Cetera Investment Advisers | 230.3K | $72.3M | −$2.12M | Cut−$6.04M |
| Badgley Phelps Wealth Managers, LLC | 224.1K | $70.3M | −$2.05M | Cut−$1.7M |
| ALLIANCEBERNSTEIN L.P. | 214.6K | $69.3M | −$0 | Cut−$926.1K |
| Bank of New York Mellon Corp | 206.9K | $64.9M | −$1.9M | Cut−$5.71M |
| Pacific Life Fund Advisors LLC | 202.4K | $63.5M | −$1.31M | Added$17.5M |
| Creative Planning | 175.4K | $55M | −$1.61M | Cut−$4.4M |
| BROWN ADVISORY INC | 174.1K | $54.6M | −$1.6M | Cut−$15.7M |
| SEI INVESTMENTS CO | 166K | $52.1M | −$1.53M | Cut−$3.01M |
| US BANCORP \DE\ | 163K | $51.1M | −$1.47M | Cut−$525.4K |
| AMERIPRISE FINANCIAL INC | 160.5K | $50.2M | −$1.52M | Added$974.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 151.5K | $47.5M | −$1.17M | Added$6.45M |
| JONES FINANCIAL COMPANIES LLLP | 149.9K | $46.1M | −$1.78M | Added$9.13M |
| KEYBANK NATIONAL ASSOCIATION/OH | 145.8K | $45.8M | −$1.34M | Cut−$1.43M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 136.4K | $43.4M | −$2.59M | Cut−$17.2M |
| Rockefeller Capital Management L.P. | 136.4K | $42.8M | −$1.25M | Cut−$1.02M |
| Cresset Asset Management, LLC | 132.5K | $41.6M | −$1.22M | Cut−$3.41M |
| FIFTH THIRD BANCORP | 125.4K | $39.4M | −$453.9K | Added$23.4M |
| Pathstone Holdings, LLC | 121.5K | $38.1M | −$1.12M | Cut−$6.75M |
| TRUIST FINANCIAL CORP | 120K | $37.7M | −$1.1M | Cut−$2.14M |
| CHOREO, LLC | 113.2K | $35.5M | −$1.36M | Cut−$1.42M |
| Focus Partners Wealth | 108.2K | $34M | −$995.1K | Cut−$1.72M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 106.9K | $33.6M | −$983.7K | Cut−$983.7K |
| MAI Capital Management | 103.3K | $32.4M | −$950.7K | Cut−$949.1K |
| OSAIC HOLDINGS, INC. | 94.2K | $29.6M | −$867.3K | Cut−$16.6M |
| FULLER & THALER ASSET MANAGEMENT, INC. | 88.8K | $27.9M | −$817.5K | Cut−$2.03M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 82.4K | $25.9M | −$758.2K | Cut−$2.75M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 79.9K | $25.1M | −$735K | Cut−$1.64M |
| CAPTRUST FINANCIAL ADVISORS | 79.5K | $25M | −$730.4K | Cut−$644.1K |
| BANK OF MONTREAL /CAN/ | 78.3K | $24.6M | −$720.4K | Cut−$904.2K |
| STIFEL FINANCIAL CORP | 75.5K | $23.7M | −$692.5K | Cut−$7.81M |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 75.3K | $23.6M | −$688.7K | Cut−$552.2K |
| HighTower Advisors, LLC | 73K | $22.9M | −$666.9K | Cut−$645.9K |
| VAUGHAN & Co SECURITIES, INC. | 72.4K | $22.7M | −$666.2K | Cut−$1.11M |
| Cerity Partners LLC | 72.2K | $22.7M | −$629.6K | Added$768.2K |
| GENEVA CAPITAL MANAGEMENT LLC | 70.7K | $22.2M | −$569.6K | Added$2.19M |
| GTS SECURITIES LLC | 69.3K | $21.7M | −$106.9K | Added$18M |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 68.5K | $21.5M | −$615.1K | Cut−$94.8K |
| Confluence Wealth Services, Inc. | 64.5K | $20.3M | −$547.5K | Added$1.03M |
| MML INVESTORS SERVICES, LLC | 64.4K | $20.2M | −$592.3K | Cut−$3.27M |
| Allspring Global Investments Holdings, LLC | 62.1K | $19.5M | −$571.7K | Cut−$571.7K |
| Mariner, LLC | 61.7K | $19.3M | −$568.5K | Cut−$1.4M |
| Mirae Asset Global Investments Co., Ltd. | 61.4K | $19.3M | — | New |
| Kestra Advisory Services, LLC | 61.3K | $19.2M | −$555.6K | Cut−$281.6K |
| Powell Investment Advisors, LLC | 61.2K | $19.2M | −$555.1K | Cut−$296.8K |
| FIRST HORIZON CORP | 61.1K | $19.2M | −$487.6K | Added$2.07M |
| Waldron Private Wealth LLC | 60.9K | $19.1M | −$559.9K | Cut−$2.09M |
| BlackRock, Inc. | 59.7K | $18.7M | −$549.7K | Cut−$3.96M |
| D. E. Shaw & Co., Inc. | 57.5K | $18M | −$149.8K | Added$12.8M |
| Avantax Planning Partners, Inc. | 54.8K | $17.2M | −$497.4K | Cut−$273.9K |
| AMG National Trust Bank | 52.5K | $16.5M | −$483.2K | Cut−$506.5K |
| AdvisorShares Investments LLC | 52.1K | $16.3M | — | New |
| Baird Financial Group, Inc. | 51.6K | $16.2M | −$464.7K | Cut−$130.1K |
| WELLINGTON MANAGEMENT GROUP LLP | 50.8K | $15.9M | −$466.9K | Cut−$11.3M |
| COURIER CAPITAL LLC | 49.1K | $15.4M | −$440K | Cut−$35.8K |
| Wealthspire Advisors, LLC | 48.7K | $15.3M | −$448.5K | Cut−$661.4K |
| LMG Wealth Partners, LLC | 47.3K | $14.8M | −$424.5K | Cut−$73.4K |
| Summit Financial, LLC | 45.8K | $14.4M | −$373.4K | Added$1.27M |
| Steward Partners Investment Advisory, LLC | 45.1K | $14.2M | −$411.4K | Cut−$276.7K |
| TOBIAS FINANCIAL ADVISORS, INC. | 42.4K | $13.3M | −$390.3K | Cut−$727.6K |
| Allworth Financial LP | 41.7K | $13.1M | −$383.3K | Cut−$456.9K |
| WHITTIER TRUST CO OF NEVADA INC | 40.1K | $12.8M | −$708.2K | Cut−$708.2K |
| RTD Financial Advisors, Inc. | 40.9K | $12.8M | −$375.8K | Cut−$1.02M |
| Shepherd Financial Partners LLC | 40.8K | $12.8M | −$375.5K | Cut−$589.1K |
| BLAIR WILLIAM & CO/IL | 39.3K | $12.3M | −$346.1K | Added$187K |
| Pinnacle Financial Partners, Inc. | 39.2K | $12.3M | −$360.7K | Cut−$345.7K |
| Waverly Advisors, LLC | 39K | $12.3M | −$359K | Cut−$719.4K |
| HSBC HOLDINGS PLC | 39K | $12.2M | −$266.5K | Added$2.93M |
| Hillcrest Wealth Advisors - NY, LLC | 38.8K | $12.2M | −$345.5K | Added$46.8K |
| Quent Capital, LLC | 38.6K | $12.1M | −$355.4K | Cut−$819.6K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 38.2K | $12M | −$69.6K | Added$9.54M |
| Bronte Capital Management Pty Ltd. | 37.5K | $11.8M | — | New |
| TIAA TRUST, NATIONAL ASSOCIATION | 35.6K | $11.2M | −$378K | Cut−$430M |
| Corundum Group, Inc. | 35.3K | $11.1M | −$315.4K | Added$7.49K |
| Fund Evaluation Group, LLC | 35.2K | $11M | −$323.4K | Cut−$323.4K |
| Strategic Equity Management | 33.3K | $10.4M | −$306.2K | Cut−$2.85M |
| FRANKLIN RESOURCES INC | 33K | $10.4M | −$291.7K | Added$110.6K |
| BOKF, NA | 32.9K | $10.3M | −$174.8K | Added$4.19M |
| Tower Research Capital LLC (TRC) | 32.7K | $10.3M | −$9.13K | Added$9.95M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32.7K | $10.3M | −$43.4K | Added$8.75M |
| STEPHENS INC /AR/ | 32.7K | $10.3M | −$274.3K | Added$627K |
| Orion Porfolio Solutions, LLC | 32.2K | $10.1M | −$295.8K | Cut−$1.14M |
| MERCER GLOBAL ADVISORS INC /ADV | 31.4K | $9.85M | −$269.4K | Added$391.2K |
| AXIOM INVESTORS LLC /DE | 30.5K | $9.57M | −$280.6K | Cut−$5.64M |
| Sanctuary Advisors, LLC | 28.6K | $8.99M | −$261.5K | Cut−$195.6K |
| CIBC Bancorp USA Inc. | 27.7K | $8.68M | — | Held |
| OFS Enterprise LLC | 27.6K | $8.67M | — | Held |
| GLENMEDE TRUST CO NA | 27.3K | $8.57M | −$248.5K | Cut−$150.9K |
| Team Hewins, LLC | 26.8K | $8.42M | −$246.8K | Cut−$321.1K |
| Flaharty Asset Management, LLC | 26.7K | $8.36M | −$245.2K | Cut−$521K |
| Kingsview Wealth Management, LLC | 26.4K | $8.29M | −$29.7K | Added$7.25M |
| Erickson Financial Group, LLC | 26.4K | $8.28M | −$240.9K | Cut−$180.9K |
| Equitable Holdings, Inc. | 25.7K | $8.26M | −$32.2K | Added$1.62M |
| EP Wealth Advisors, LLC | 25.3K | $7.95M | −$232.9K | Cut−$227.6K |
| 360 Financial, Inc. | 25.2K | $7.9M | −$228.3K | Cut−$125.1K |
| Modera Wealth Management, LLC | 24.6K | $7.71M | −$224.9K | Cut−$182.5K |
| JOHNSON INVESTMENT COUNSEL INC | 24.4K | $7.65M | −$224.2K | Cut−$490K |
| Thoma Capital Management LLC | 24.1K | $7.57M | −$221.6K | Cut−$976.2K |
| WHITTIER TRUST CO | 23.3K | $7.44M | −$410.8K | Cut−$407K |
| MidFirst Bank | 23.7K | $7.43M | −$212.1K | Cut−$11.9K |
| LWM ADVISORS INC | 23.3K | $7.3M | −$207.5K | Added$14.1K |
| Savant Capital, LLC | 22.9K | $7.19M | −$210.8K | Cut−$364.6K |
| HB Wealth Management, LLC | 22.9K | $7.17M | −$210.3K | Cut−$246.1K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 22.3K | $7M | −$201.4K | Cut−$75.9K |
| Fortis Group Advisors, LLC | 19K | $6.85M | $446.5K | Cut−$7.84M |
| Yarbrough Capital, LLC | 21.8K | $6.83M | −$200.2K | Cut−$22.3M |
| Noble Family Wealth, LLC | 21.5K | $6.74M | −$197.5K | Cut−$197.5K |
| Heck Capital Advisors, LLC | 20.7K | $6.49M | −$46.9K | Added$4.84M |
| XML Financial, LLC | 20.5K | $6.43M | −$188.3K | Cut−$264.5K |
| Fiduciary Trust Co | 20.5K | $6.42M | −$188.3K | Cut−$287.2K |
| Beacon Pointe Advisors, LLC | 20.4K | $6.41M | −$170.9K | Added$412.2K |
| Avidian Wealth Enterprises, LLC | 20.4K | $6.4M | −$179.1K | Added$120.6K |
| Occidental Asset Management, LLC | 20.4K | $6.39M | −$187.3K | Cut−$672.4K |
| CWM, LLC | 19.9K | $6.23M | $6.23M | Added$6.23M |
| Farther Finance Advisors, LLC | 19.2K | $6.06M | −$30.3K | Added$4.63M |
| BAILARD, INC. | 19K | $5.95M | −$174.5K | Cut−$174.5K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18.7K | $5.88M | −$154.7K | Added$453.5K |
| Envestnet Portfolio Solutions, Inc. | 18.6K | $5.83M | −$170.9K | Cut−$736.1K |
| Rodgers & Associates, LTD | 18.6K | $5.83M | −$170.8K | Cut−$285.5K |
| Mechanics Bank Trust Department | 18.5K | $5.79M | −$166.6K | Cut−$55.2K |
| TRITONPOINT WEALTH, LLC | 18.2K | $5.72M | −$167.6K | Cut−$171.5K |
| Mach-1 Financial Group, LLC | 18.1K | $5.69M | −$50.8K | Added$3.91M |
| HARBOR INVESTMENT ADVISORY, LLC | 18.1K | $5.69M | −$166.8K | Cut−$284.7K |
| Foundation Wealth Management, LLC | 18.1K | $5.68M | −$181.2K | Cut−$288.7K |
| FIRST CITIZENS BANK & TRUST CO | 17.9K | $5.61M | −$164.6K | Cut−$269.9K |
| IEQ CAPITAL, LLC | 17.9K | $5.6M | −$164.3K | Cut−$161.5K |
| SUMMIT WEALTH GROUP LLC / CO | 17.8K | $5.6M | −$52.1K | Added$3.52M |
| InvesTrust | 17.6K | $5.52M | −$161.8K | Cut−$166.7K |
| FARMERS & MERCHANTS INVESTMENTS INC | 17.3K | $5.43M | −$159.3K | Cut−$159.3K |
| Clearbridge Investments, LLC | 17K | $5.32M | −$154.6K | Cut−$101.8K |
| Idaho Trust Co | 16.9K | $5.29M | −$155.3K | Cut−$1.98M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 16.8K | $5.28M | −$155K | Cut−$376.2K |
| STOCK YARDS BANK & TRUST CO | 16.5K | $5.18M | −$141.6K | Added$212.4K |
| Optiver Holding B.V. | 16.5K | $5.18M | −$13.8K | Added$4.69M |
| MONEYWISE, INC. | 16.4K | $5.13M | −$150.6K | Cut−$1.82M |
| Cullen/Frost Bankers, Inc. | 16.1K | $5.07M | −$148.6K | Cut−$249.3K |
| Arax Advisory Partners | 15.4K | $4.83M | −$73.4K | Added$2.25M |
| QUADRANT CAPITAL GROUP LLC | 15.2K | $4.78M | −$140.1K | Cut−$140.1K |
| JANE STREET GROUP, LLC | 15K | $4.7M | −$137.7K | Cut−$708.8K |
| Carbahal Olsen Financial Services Group, LLC | 14.7K | $4.61M | −$134.1K | Cut−$96.8K |
| Citadel | 14.5K | $4.55M | −$133.5K | Cut−$2.39M |
| PRUDENTIAL FINANCIAL INC | 14.4K | $4.5M | −$171.4K | Cut−$1.44M |
| Fifth Third Securities, Inc. | 14.3K | $4.48M | −$86.4K | Added$1.45M |
| AE Wealth Management LLC | 14.2K | $4.45M | −$130.5K | Cut−$81.6M |
| STEVENS CAPITAL PARTNERS | 14.2K | $4.45M | −$118.3K | Added$288.7K |
| FELL CAPITAL MANAGEMENT /ADV | 14.1K | $4.43M | −$119.2K | Added$241.4K |
| Welch & Forbes LLC | 14K | $4.39M | −$128.6K | Cut−$128.6K |
| VANCE WEALTH, LLC | 14K | $4.38M | −$118.2K | Added$235.2K |
| DT Investment Partners, LLC | 13.7K | $4.31M | −$122.3K | Added$11.1K |
| LOWERY THOMAS, LLC | 13.6K | $4.27M | −$125.2K | Cut−$172.4K |
| Finley Financial, LLC | 13.6K | $4.25M | −$124.7K | Cut−$157K |
| GREAT VALLEY ADVISOR GROUP, INC. | 13.5K | $4.23M | −$124.3K | Cut−$177K |
| Connective Capital Management, LLC | 13.5K | $4.22M | −$123.8K | Cut−$123.8K |
| Crescent Grove Advisors, LLC | 13K | $4.06M | −$119.2K | Cut−$271K |
| XTX Topco Ltd | 12.9K | $4.04M | −$72.4K | Added$1.5M |
| PINNACLE ASSOCIATES LTD | 12.8K | $4.01M | −$117.6K | Cut−$170.9K |
| HUNTINGTON NATIONAL BANK | 12.8K | $4.01M | −$62.3K | Added$1.82M |
| INSTRUMENTAL WEALTH, LLC | 12.7K | $4M | −$336.9K | Cut−$272.9K |
| Stratos Wealth Partners, LTD. | 12.5K | $3.92M | −$114.9K | Cut−$286.4K |
| Wealth Enhancement Trust Services, Inc. | 12.4K | $3.9M | −$114.5K | Cut−$486.9K |
| REGIONS FINANCIAL CORP | 12.2K | $3.84M | −$112.4K | Cut−$239.4K |
| LGL PARTNERS, LLC | 12.1K | $3.8M | −$111.3K | Cut−$110.3K |
| Echo45 Advisors LLC | 11.9K | $3.74M | −$108.2K | Cut−$57K |
| Sowell Financial Services LLC | 11.9K | $3.73M | −$77.6K | Added$1M |
| ASHFORD CAPITAL MANAGEMENT INC | 11.8K | $3.71M | −$108.9K | Cut−$117K |
| Ariston Services Group | 0 | $3.7M | — | Cut−$108.3K |
| Montecito Bank & Trust | 11.8K | $3.69M | −$108.3K | Cut−$118K |
| Tradition Wealth Management, LLC | 11.7K | $3.68M | −$107.4K | Cut−$91.4K |
| CFS Investment Advisory Services, LLC | 10.3K | $3.67M | $343.7K | Added$309.1K |
| Quantum Portfolio Management LLC | 11.7K | $3.67M | −$105.6K | Cut−$39K |
| Carnegie Investment Counsel | 11.6K | $3.63M | −$106.8K | Cut−$201.7K |
| Parkside Financial Bank & Trust | 11.5K | $3.61M | −$93.3K | Added$326.3K |
| St. Louis Trust Co | 11.5K | $3.6M | −$105.5K | Cut−$105.5K |
| Bare Financial Services, Inc | 11.4K | $3.58M | −$105.1K | Cut−$246.9K |
| Versant Capital Management, Inc | 11.4K | $3.58M | −$1.67K | Added$3.51M |
| Rehmann Capital Advisory Group | 11.4K | $3.57M | −$92.2K | Added$331.8K |
| RIVERBRIDGE PARTNERS LLC | 11.1K | $3.5M | −$102.4K | Cut−$1.53M |
| Larson Financial Group LLC | 11.1K | $3.47M | −$101.7K | Cut−$546.1K |
| VestGen Advisors, LLC | 9.37K | $3.45M | $427.1K | Added$369K |
| SIMON QUICK ADVISORS, LLC | 10.8K | $3.39M | −$99.6K | Cut−$231.4K |
| Icahn Capital | 10.8K | $3.38M | −$99.4K | Cut−$743.1K |
| Midwest Professional Planners, LTD. | 10.5K | $3.31M | −$93.3K | Added$31.3K |
| Independent Advisor Alliance | 10.5K | $3.3M | −$35.6K | Added$2.05M |
| STEPHEN J. GARRY & ASSOCIATES, LLC | 10.5K | $3.29M | −$96K | Cut−$82.8K |
| Midwest Trust Co | 10.4K | $3.27M | −$96K | Cut−$310.5K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 10.4K | $3.27M | −$9.04K | Added$2.96M |
| Atlas Brown,Inc. | 10.3K | $3.23M | −$94.7K | Cut−$109.3K |
| MOODY LYNN & LIEBERSON, LLC | 10.3K | $3.23M | −$94.8K | Cut−$94.8K |
| Prospera Financial Services Inc | 10.1K | $3.18M | −$93K | Cut−$750.6K |
| CreativeOne Wealth, LLC | 10.1K | $3.17M | −$92K | Cut−$57.8K |
| FIRST FOUNDATION ADVISORS | 10.1K | $3.17M | −$84K | Added$220.7K |
| Merit Financial Group, LLC | 10K | $3.15M | −$59K | Added$1.08M |
| OPPENHEIMER & CO INC | 9.81K | $3.08M | −$89.7K | Cut−$71.8K |
| ASSETMARK, INC | 9.78K | $3.07M | −$89.9K | Cut−$1.25M |
| MV CAPITAL MANAGEMENT, INC. | 9.77K | $3.07M | −$83.9K | Added$120.7K |
| Clearstead Advisors, LLC | 9.6K | $3.01M | −$88.5K | Cut−$217.8K |
| Golden State Wealth Management, LLC | 9.57K | $3M | −$88.2K | Cut−$179.3K |
| Wealthfront Advisers LLC | 9.52K | $2.99M | −$87.5K | Cut−$83.7K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 8.26K | $2.99M | $318.1K | Added$260K |
| Vanguard National Trust Co | 9.5K | $2.98M | — | Held |
| Arkadios Wealth Advisors | 9.48K | $2.98M | −$85.7K | Cut−$33.9K |
| SGL Investment Advisors, Inc. | 7.93K | $2.96M | $340.5K | Added$602.6K |
| Geneos Wealth Management Inc. | 9.3K | $2.92M | −$84.1K | Cut−$35.8K |
| TOMPKINS FINANCIAL CORP | 9.24K | $2.9M | −$85K | Cut−$85K |
| Widmann Financial Services, Inc. | 9.21K | $2.89M | −$84.3K | Cut−$80K |
| CONGRESS ASSET MANAGEMENT CO | 9.19K | $2.88M | −$84.6K | Cut−$21.7M |
| Grey Fox Wealth Advisors, LLC | 9.17K | $2.88M | −$84.4K | Cut−$142.9K |
| BBR PARTNERS, LLC | 9.16K | $2.88M | −$84.3K | Cut−$84.3K |
| Lido Advisors, LLC | 9.12K | $2.86M | −$68.2K | Cut−$909.1K |
| CITIZENS FINANCIAL GROUP INC/RI | 9.02K | $2.83M | −$74.2K | Added$229.2K |
| Sand Hill Global Advisors, LLC | 8.98K | $2.82M | −$82.7K | Cut−$82.7K |
| TICINO WEALTH | 7.59K | $2.82M | $363.3K | Added$94.5K |
| Mill Creek Capital Advisors, LLC | 8.96K | $2.81M | −$82.5K | Cut−$82.5K |
| One Capital Management, LLC | 8.86K | $2.78M | −$67.1K | Added$423.7K |
| INVESTMENT PARTNERS, LTD. | 8.66K | $2.72M | −$79.5K | Cut−$107.9K |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 8.48K | $2.66M | −$78.1K | Cut−$78.1K |
| 1834 INVESTMENT ADVISORS CO | 8.26K | $2.59M | −$76K | Cut−$90.9K |
| World Investment Advisors | 8.25K | $2.59M | −$61.8K | Added$412.1K |
| Dorsey & Whitney Trust CO LLC | 8.24K | $2.59M | −$75.8K | Cut−$75.8K |
| &PARTNERS | 7.79K | $2.46M | −$70.2K | Cut−$3.51M |
| Whitegate Investment Counselors, Inc. | 7.82K | $2.45M | −$72K | Cut−$72K |
| Legacy Edge Advisors, LLC | 7.61K | $2.39M | −$70K | Cut−$126.2K |
| Hilltop Holdings Inc. | 7.6K | $2.39M | −$70K | Cut−$92.9K |
| Private Advisor Group, LLC | 7.52K | $2.36M | −$64.3K | Added$111.4K |
Who left
- NewEdge Advisors, LLC$9.63M
- OAK RIDGE INVESTMENTS LLC$8.02M
- Summit Creek Advisors LLC$4.6M
- Renaissance Technologies$3.71M
- OPPENHEIMER ASSET MANAGEMENT INC.$3.64M
- Trilogy Capital Inc.$3.06M
- DF DENT & CO INC$2.11M
- PRIMORIS WEALTH ADVISORS, LLC$1.95M
- CONNABLE OFFICE INC$1.63M
- J.W. COLE ADVISORS, INC.$1.4M
- WASATCH ADVISORS LP$999.1K
- MARSHALL WACE, LLP$863.7K
- WealthPLAN Partners, LLC$742K
- F/m Investments LLC$728.1K
- One Wealth Advisors, LLC$696.4K
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.