Stock
Reported value
$72.5B
Holders
2,548
+150 new · −168 exited
Holders’ est. mark
$394.5M
Price effect on 235 books still in the name
Largest holder
$10.3B
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $727.6M
- Citadel0.0% · $159M
- Icahn Capital0.0% · $54.1M
- State Street0.0% · $1.34M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 41.6M | $10.3B | $76.5M | Cut−$454.2M |
| MORGAN STANLEY | 29.8M | $7.38B | $31.5M | Added$3.17B |
| GOLDMAN SACHS GROUP INC | 19.2M | $4.77B | $27.1M | Added$1.14B |
| BlackRock, Inc. | 10.5M | $2.6B | $19M | Added$58.7M |
| WELLS FARGO & COMPANY/MN | 9.56M | $2.37B | $17.6M | Cut−$614.8M |
| Empower Advisory Group, LLC | 8.59M | $2.13B | $15.6M | Added$45.5M |
| CITIGROUP INC | 8.47M | $2.1B | $5.85M | Added$1.32B |
| UBS Group AG | 6.74M | $1.67B | $8.88M | Added$483M |
| ROYAL BANK OF CANADA | 6.23M | $1.55B | $11.5M | Cut−$408.1M |
| BNP PARIBAS FINANCIAL MARKETS | 6.17M | $1.53B | $9.13M | Added$308.2M |
| JPMORGAN CHASE & CO | 6.16M | $1.48B | −$26.8M | Added$467.6M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4.68M | $1.16B | $8.61M | Cut−$52.7M |
| BARCLAYS PLC | 4.68M | $1.16B | $6.5M | Added$290M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.36M | $1.08B | $7.17M | Added$121.8M |
| NORTHERN TRUST CORP | 4.15M | $1.03B | $7.63M | Cut−$18.2M |
| LPL Financial LLC | 3.74M | $926.8M | $6.88M | Cut−$906.3M |
| Rafferty Asset Management, LLC | 3.66M | $907M | $6.73M | Cut−$318.6M |
| BANK OF MONTREAL /CAN/ | 3.47M | $861.7M | $6.39M | Cut−$54.6M |
| US BANCORP \DE\ | 3.47M | $859.5M | $4.25M | Added$290.9M |
| PNC Financial Services Group, Inc. | 3.19M | $790.5M | $5.5M | Added$54.4M |
| JANE STREET GROUP, LLC | 2.98M | $740.2M | $3.54M | Added$267.2M |
| Fidelity | 2.93M | $727.6M | $4.04M | Added$187.8M |
| CANADA PENSION PLAN INVESTMENT BOARD | 2.78M | $689.7M | $5.12M | Added$5.12M |
| M&T Bank Corp | 2.05M | $508.4M | $3.77M | Cut−$40.5M |
| RAYMOND JAMES FINANCIAL INC | 2.01M | $497.3M | $3.45M | Added$33M |
| AIA Group Ltd | 1.86M | $462.3M | $1.22M | Added$299.3M |
| Bank of New York Mellon Corp | 1.85M | $459.9M | $3.41M | Cut−$7.93M |
| ENVESTNET ASSET MANAGEMENT INC | 1.78M | $442.2M | $3.2M | Cut−$57.4M |
| Cetera Investment Advisers | 1.76M | $436.1M | $3.17M | Added$11.6M |
| Millburn Ridgefield LLC /DE/ | 1.6M | $397.7M | $2.63M | Added$45.3M |
| Catalyst Capital Advisors LLC | 1.6M | $397.7M | $2.63M | Added$45.3M |
| Jump Financial, LLC | 1.55M | $384M | $2.85M | Cut−$23.4M |
| AMERIPRISE FINANCIAL INC | 1.48M | $366.3M | $2.52M | Added$27.9M |
| CIBC WORLD MARKET INC. | 1.38M | $342.7M | $2.54M | Cut−$117.5M |
| TRUIST FINANCIAL CORP | 1.18M | $293.3M | $2.18M | Cut−$16.8M |
| JONES FINANCIAL COMPANIES LLLP | 1.19M | $290.4M | −$2.59M | Added$34.7M |
| D. E. Shaw & Co., Inc. | 1.11M | $274.8M | $1.21M | Added$112.7M |
| WELLINGTON MANAGEMENT GROUP LLP | 1.09M | $270.3M | $1.72M | Added$40.6M |
| Pinnacle Financial Partners, Inc. | 1.07M | $265.2M | $1.95M | Added$4.48M |
| Durable Capital Partners LP | 1.03M | $254.8M | $178.1K | Added$231M |
| MIRAE ASSET SECURITIES (USA) INC. | 1.02M | $252M | $1.87M | Cut−$15.5M |
| BROWN ADVISORY INC | 981.7K | $243.5M | $1.81M | Cut−$7.2M |
| FIFTH THIRD BANCORP | 957.1K | $237.4M | $1.09M | Added$91.6M |
| GENDELL JEFFREY L | 954.1K | $236.6M | — | New |
| SHERMAN PORFOLIOS, LLC | 920.7K | $228.3M | $15.5K | Added$226.3M |
| Valiant Capital Management, L.P. | 907.8K | $225.1M | $1.21M | Added$63.3M |
| Jefferies Financial Group Inc. | 884.2K | $219.3M | $1.63M | Cut−$205.8M |
| AMG National Trust Bank | 860.5K | $213.4M | $1.51M | Added$10.9M |
| KEYBANK NATIONAL ASSOCIATION/OH | 787.6K | $195.3M | $1.45M | Added$251.7K |
| Pathstone Holdings, LLC | 786.5K | $195.1M | $1.17M | Cut−$3.35M |
| Rockefeller Capital Management L.P. | 770.8K | $191.2M | $1.31M | Added$16.1M |
| CIBC Bancorp USA Inc. | 708.5K | $175.6M | — | Held |
| LBMC INVESTMENT ADVISORS, LLC | 704.8K | $174.8M | $1.3M | Added$197.8K |
| COMMERCE BANK | 681.6K | $169M | $832.7K | Added$57.6M |
| Mariner, LLC | 675.7K | $167.6M | $1.23M | Added$1.83M |
| MILLENNIUM MANAGEMENT LLC | 674.1K | $167.2M | $1.1M | Added$20.4M |
| HighTower Advisors, LLC | 642.4K | $159.3M | $1.09M | Added$14M |
| Citadel | 641.2K | $159M | $1.18M | Cut−$79.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 640.1K | $158.8M | $1.17M | Added$2.07M |
| STIFEL FINANCIAL CORP | 638.7K | $158.4M | $1.17M | Cut−$4.92M |
| FRANKLIN RESOURCES INC | 629.5K | $156.1M | $1.12M | Added$5.7M |
| BLAIR WILLIAM & CO/IL | 628.2K | $155.8M | $1.03M | Added$18.3M |
| OSAIC HOLDINGS, INC. | 598.5K | $148.5M | $969.6K | Added$15.6M |
| Walleye Trading LLC | 586.6K | $145.5M | $569.3K | Added$69.3M |
| Focus Partners Wealth | 584.7K | $145.4M | $1.68M | Cut−$709.5K |
| Baird Financial Group, Inc. | 580.2K | $143.9M | $1.07M | Cut−$664.4K |
| Creative Planning | 570.9K | $141.6M | $1.05M | Cut−$7.49M |
| Blackstone Inc. | 568.2K | $140.9M | $308.4K | Added$99.7M |
| Sand Hill Global Advisors, LLC | 563.9K | $139.8M | $1.04M | Added$1.28M |
| ALLIANCEBERNSTEIN L.P. | 544.6K | $133.8M | −$220.4K | Cut−$87.3M |
| Cerity Partners LLC | 535.7K | $132.9M | $996K | Added$999K |
| MERCER GLOBAL ADVISORS INC /ADV | 519.6K | $128.4M | $949.2K | Added$12.1M |
| MAI Capital Management | 508.8K | $126.2M | $910.9K | Added$4.3M |
| Jain Global LLC | 508.3K | $126.1M | — | New |
| Corient Private Wealth LLC | 500.2K | $123.2M | $61.8K | Cut−$22.3M |
| BROWN BROTHERS HARRIMAN & CO | 483.3K | $119.9M | $231.6K | Added$88.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | 476.5K | $118.2M | $876.7K | Cut−$9.98M |
| GLENMEDE TRUST CO NA | 475.4K | $117.9M | $857.7K | Added$3.15M |
| BROADWOOD CAPITAL INC | 474.9K | $117.8M | $873.9K | Added$873.9K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 464.1K | $115.1M | — | Held |
| USA FINANCIAL FORMULAS | 436K | $108.1M | $5.13K | Added$107.4M |
| Cresset Asset Management, LLC | 427.1K | $105.9M | $785.7K | Cut−$1.15M |
| Stairway Partners, LLC | 423.6K | $105.1M | $765.8K | Added$2.62M |
| State of New Jersey Common Pension Fund D | 402.4K | $99.8M | $740.4K | Added$740.4K |
| CITIZENS FINANCIAL GROUP INC/RI | 378.4K | $93.8M | $696K | Cut−$2.43M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 361.7K | $89.7M | $605.5K | Cut−$54.2M |
| Accredited Investors Inc. | 355K | $88M | $607.3K | Added$6.77M |
| Hudson Bay Capital Management LP | 340.8K | $84.5M | $414K | Added$29.1M |
| CAPTRUST FINANCIAL ADVISORS | 334.4K | $82.9M | $605.7K | Added$1.23M |
| National Philanthropic Trust | 326.6K | $81M | $578.9K | Added$3.54M |
| DEUTSCHE BANK AG\ | 322K | $79.9M | $434.8K | Added$21.7M |
| Waverly Advisors, LLC | 320.1K | $79.4M | $514.8K | Added$10.5M |
| Clearbridge Investments, LLC | 312.5K | $77.5M | — | New |
| WASHINGTON TRUST Co | 311.9K | $77.4M | $573.9K | Cut−$202.7K |
| JOHNSON INVESTMENT COUNSEL INC | 310.3K | $77M | $520.1K | Added$7.39M |
| HSBC HOLDINGS PLC | 292K | $72.3M | $219.4K | Cut−$63.4M |
| REGIONS FINANCIAL CORP | 283.5K | $70.3M | $519.9K | Added$741.4K |
| WHITTIER TRUST CO | 271.2K | $68.4M | −$1.01M | Cut−$1.69M |
| Arvest Bank Trust Division | 274.8K | $68.1M | $505.6K | Cut−$1.4M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 270K | $67M | — | New |
| FIRST FINANCIAL BANK - TRUST DIVISION | 262.7K | $65.1M | $468.2K | Added$2.51M |
| Allspring Global Investments Holdings, LLC | 259.8K | $64.8M | $96.4K | Added$34.1M |
| Parkside Investments, LLC | 255K | $63.2M | $469.2K | Cut−$229.8K |
| Brookstone Capital Management | 254.6K | $63.1M | $468.5K | Cut−$2.51M |
| Impactive Capital LP | 252.5K | $62.6M | $139.1K | Added$44M |
| TWO SIGMA INVESTMENTS, LP | 251.9K | $62.5M | — | New |
| Summit Trail Advisors, LLC | 251.8K | $62.4M | $376K | Added$12.1M |
| GLOBALT Investments LLC / GA | 248.7K | $61.7M | $451K | Added$1.36M |
| First Western Trust Bank | 237.9K | $59M | $436K | Added$662.7K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 237.1K | $58.8M | $421.9K | Added$2.35M |
| Lido Advisors, LLC | 236.6K | $58.7M | $746.7K | Added$14.5M |
| Private Advisor Group, LLC | 231.8K | $57.5M | $362.9K | Added$8.93M |
| Kestra Advisory Services, LLC | 224.8K | $55.8M | $413.8K | Cut−$1.41M |
| GERMAN AMERICAN BANCORP, INC. | 218.1K | $54.1M | $400.1K | Added$560.6K |
| Icahn Capital | 218K | $54.1M | $327.7K | Added$10.2M |
| Modern Wealth Management, LLC | 205.6K | $51.3M | $28.9K | Added$49.2M |
| TCTC Holdings, LLC | 199K | $49.3M | $366.1K | Added$359.5K |
| STOCK YARDS BANK & TRUST CO | 198.6K | $49.3M | $346.5K | Added$2.89M |
| MML INVESTORS SERVICES, LLC | 193.3K | $47.9M | $355.8K | Cut−$7.23M |
| Walleye Capital LLC | 192.1K | $47.6M | $349.3K | Added$905.3K |
| UMB Bank, n.a. | 191.7K | $47.5M | $351.5K | Added$519.2K |
| NorthRock Partners, LLC | 191.4K | $47.5M | $350.4K | Added$560K |
| ANDERSON HOAGLAND & CO | 189.3K | $46.9M | $347.1K | Added$509.5K |
| IHT Wealth Management, LLC | 186.5K | $46.2M | $343.2K | Cut−$286K |
| Savant Capital, LLC | 181K | $44.9M | $333K | Cut−$633.1K |
| NEUBERGER BERMAN GROUP LLC | 178.6K | $44.3M | $328.6K | Cut−$38.2K |
| GREENWOOD GEARHART INC | 172.7K | $42.8M | $303.1K | Added$2.27M |
| Beacon Pointe Advisors, LLC | 164.9K | $40.9M | $146.9K | Added$21.2M |
| HUNTINGTON NATIONAL BANK | 162.6K | $40.3M | $299.2K | Cut−$803.1K |
| PRUDENTIAL FINANCIAL INC | 160.4K | $39.8M | −$4.79K | Added$146.5K |
| Modera Wealth Management, LLC | 159K | $39.4M | $292.6K | Cut−$509.9K |
| Consolidated Investment Group LLC | 155.1K | $38.5M | $220.2K | Added$9.02M |
| Sanctuary Advisors, LLC | 154.2K | $38.2M | $283.6K | Cut−$2.62M |
| Point72 Asset Management, L.P. | 148.5K | $36.8M | $273.2K | Cut−$36.8M |
| Summit Financial, LLC | 148.4K | $36.8M | $245.9K | Added$3.89M |
| Paulson Wealth Management Inc. | 148.4K | $36.8M | $261.9K | Added$1.76M |
| Dakota Wealth Management | 148.2K | $36.7M | $272.6K | Cut−$4.11M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 148.5K | $36.5M | −$1.48M | Cut−$13.4M |
| Stratos Wealth Partners, LTD. | 146.3K | $36.3M | $228.9K | Added$5.66M |
| Ensign Peak Advisors, Inc | 142.6K | $35.4M | $262.3K | Cut−$41.7M |
| TD Asset Management Inc | 141.6K | $35.1M | $260.4K | Added$270.3K |
| Venturi Wealth Management, LLC | 140.3K | $34.8M | $219.7K | Added$5.42M |
| Banco BTG Pactual S.A. | 140K | $34.7M | — | New |
| MetLife Investment Management, LLC | 139.7K | $34.7M | $257.1K | Cut−$10.7M |
| PITTENGER & ANDERSON INC | 139.2K | $34.5M | $256.2K | Cut−$315.9K |
| FACTORY MUTUAL INSURANCE CO | 137.6K | $34.1M | $253.1K | Added$253.1K |
| TITLEIST ASSET MANAGEMENT, LLC | 137.2K | $34M | $250.1K | Added$577K |
| Badgley Phelps Wealth Managers, LLC | 133.5K | $33.1M | $245.6K | Cut−$26.2M |
| All Terrain Financial Advisors, LLC | 133.2K | $33M | $239.8K | Added$937.1K |
| OPPENHEIMER ASSET MANAGEMENT INC. | 131.8K | $32.7M | $168.3K | Added$10.2M |
| Sollinda Capital Management LLC | 128.6K | $31.9M | $236.8K | Added$3.15K |
| FIRST FOUNDATION ADVISORS | 128.1K | $31.8M | $235.5K | Cut−$100K |
| NOMURA ASSET MANAGEMENT CO LTD | 127.4K | $31.6M | $81.3K | Added$20.7M |
| CHOREO, LLC | 169K | $31.4M | $1.22M | Added$4.87M |
| WHITTIER TRUST CO OF NEVADA INC | 122.5K | $30.9M | −$455.6K | Cut−$602K |
| Robinhood Asset Management, LLC | 124.3K | $30.8M | — | New |
| LJI Wealth Management, LLC | 122.1K | $30.3M | $215.3K | Added$1.5M |
| Metropolitan Life Insurance Co/NY | 121.3K | $30.1M | $223.3K | Added$223.3K |
| Clearstead Advisors, LLC | 120.8K | $30M | $171.2K | Added$7.03M |
| STEPHENS INC /AR/ | 120.7K | $29.9M | $197.4K | Added$3.53M |
| OFS Enterprise LLC | 119.1K | $29.5M | — | Held |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 117.9K | $29.2M | $3.88K | Added$28.7M |
| D.A. DAVIDSON & CO. | 117.6K | $29.2M | $216.4K | Cut−$303.8K |
| Blueshift Asset Management, LLC | 117K | $29M | $215.3K | Cut−$1.43M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 106.3K | $28.9M | $47.6K | Added$27.8M |
| First Commonwealth Financial Corp /PA/ | 115.6K | $28.7M | $192.4K | Added$2.93M |
| OLD NATIONAL BANCORP /IN/ | 114.3K | $28.3M | $210.2K | Cut−$151.9K |
| WATERS PARKERSON & CO., LLC | 114.2K | $28.3M | $208K | Added$487.3K |
| Edge Wealth Management LLC | 114.2K | $28.3M | $209.6K | Added$274.6K |
| &PARTNERS | 112.8K | $28M | $62.5K | Added$22.6K |
| Concurrent Investment Advisors, LLC | 112.7K | $27.9M | $207K | Added$217.2K |
| TORONTO DOMINION BANK | 112.5K | $27.8M | $224.3K | Cut−$17.5M |
| FIRST HORIZON CORP | 103.8K | $25.7M | $190K | Added$328.3K |
| NTV Asset Management LLC | 103.6K | $25.7M | $190.8K | Cut−$151.1K |
| Valeo Financial Advisors, LLC | 103K | $25.6M | $187.5K | Added$458.9K |
| Belvedere Trading LLC | 100.9K | $25M | $101.6K | Added$11.4M |
| Wilmington Savings Fund Society, FSB | 99.7K | $24.7M | $154.9K | Added$4.01M |
| SteelPeak Wealth, LLC | 98.8K | $24.5M | $146.5K | Added$4.92M |
| Busey Bank | 98.2K | $24.3M | $180.6K | Cut−$319.3K |
| Independent Advisor Alliance | 97.9K | $24.3M | $4.4K | Added$23.7M |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 97.7K | $24.2M | $176.6K | Added$597.7K |
| TD PRIVATE CLIENT WEALTH LLC | 96.9K | $24M | $126.3K | Added$7.14M |
| Wealthspire Advisors, LLC | 96.4K | $23.9M | $177.2K | Cut−$80.8K |
| Graham Capital Management, L.P. | 95.3K | $23.6M | — | New |
| Mesirow Financial Investment Management, Inc. | 95.2K | $23.6M | $154.7K | Added$2.84M |
| Farther Finance Advisors, LLC | 93.9K | $23.4M | $186.4K | Added$9.89M |
| 1ST SOURCE BANK | 93.1K | $23.1M | $166.5K | Added$819.2K |
| Horizon Wealth Management, LLC | 92.2K | $22.9M | — | New |
| Capula Management Ltd | 91.3K | $22.6M | — | New |
| EASTERN BANK | 89.1K | $22.1M | $38.9K | Added$16.9M |
| Calamos Advisors LLC | 88.9K | $22.1M | $155.6K | Added$1.24M |
| Finley Financial, LLC | 88.3K | $21.9M | $162.4K | Added$140.2K |
| Jacobi Capital Management LLC | 87.7K | $21.8M | $149.9K | Added$1.68M |
| Tarbox Family Office, Inc. | 87.3K | $21.6M | $160.6K | Cut−$557.2K |
| DV Trading LLC | 86K | $21.3M | $56.8K | Added$15.5M |
| IFP Advisors, Inc | 86K | $21.3M | $44.9K | Added$15.3M |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 85.5K | $21.2M | $157.3K | Cut−$69.5M |
| BIP Wealth, LLC | 85.3K | $21.2M | $157.2K | Cut−$1.79M |
| LuminArx Capital Management LP | 85K | $21.1M | $115K | Added$5.7M |
| INDEPENDENT FINANCIAL GROUP, LLC | 84.4K | $20.9M | $75K | Added$10.9M |
| CWM, LLC | 83.8K | $20.8M | $20.8M | Added$20.8M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 85.1K | $20.7M | −$274.5K | Cut−$106.1M |
| Hillcrest Wealth Advisors - NY, LLC | 83.1K | $20.6M | $149K | Added$681K |
| NATIONAL BANK OF CANADA /FI/ | 83.1K | $20.6M | $117.5K | Added$4.47M |
| River Wealth Advisors LLC | 83K | $20.6M | $152.7K | Cut−$649K |
| Brewster Financial Planning LLC | 81.6K | $20.2M | $145.7K | Added$748.1K |
| Glenview Trust Co | 81.5K | $20.2M | $149.8K | Added$162K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 79.4K | $19.7M | $136.9K | Added$282.2K |
| Steward Partners Investment Advisory, LLC | 78.3K | $19.4M | $114.7K | Added$4.08M |
| CoreCap Advisors, LLC | 78.2K | $19.4M | $31.9K | Added$15.1M |
| Vontobel Holding Ltd. | 78.1K | $19.4M | $8.71K | Added$18.2M |
| BTC Capital Management, Inc. | 77.9K | $19.4M | $177.3K | Added$458.4K |
| Great Waters Wealth Management | 77.7K | $19.3M | $142.9K | Cut−$1.14M |
| Guardian Wealth Advisors, LLC | 76.1K | $18.9M | $140.2K | Cut−$413.2K |
| AMARILLO NATIONAL BANK | 75.9K | $18.8M | $139.6K | Cut−$456.1K |
| ANB BANK | 75.7K | $18.8M | $139.3K | Cut−$1.67M |
| Ausdal Financial Partners, Inc. | 75.6K | $18.7M | $134K | Added$827.7K |
| WS MANAGEMENT LLLP | 75K | $18.6M | — | New |
| EP Wealth Advisors, LLC | 74.6K | $18.5M | $129.6K | Added$1.16M |
| Baron Financial Group, LLC | 73.2K | $18.2M | $134.7K | Cut−$213 |
| DIMENSION CAPITAL MANAGEMENT LLC | 72.6K | $18M | $115.9K | Added$2.51M |
| FARMERS & MERCHANTS INVESTMENTS INC | 72.2K | $17.9M | $132.8K | Added$75.7K |
| Salomon & Ludwin, LLC | 71.4K | $17.9M | −$173.6K | Cut−$331.3K |
| DIVERSIFIED TRUST CO | 72K | $17.8M | $129.6K | Added$507.6K |
| KANAWHA CAPITAL MANAGEMENT LLC | 71.6K | $17.7M | $131.7K | Cut−$35.2K |
| Integrated Wealth Concepts LLC | 71.3K | $17.7M | $95.7K | Added$4.88M |
| Crewe Advisors LLC | 71.1K | $17.6M | $130.8K | Added$36.3K |
| PINNACLE ASSOCIATES LTD | 71K | $17.6M | $130.8K | Cut−$553.6K |
| Coastline Trust Co | 70.9K | $17.6M | $130.5K | Cut−$1.72M |
| Merit Financial Group, LLC | 70.7K | $17.5M | $42.7K | Added$11.8M |
| LCM Capital Management Inc | 70.2K | $17.4M | $128K | Added$274.1K |
| Verdence Capital Advisors LLC | 70.1K | $17.4M | $128.9K | Cut−$20.3K |
| TRUE Private Wealth Advisors | 69.7K | $17.3M | $118.2K | Added$1.47M |
| Azora Capital LP | 69.4K | $17.2M | — | New |
| PATTON FUND MANAGEMENT, INC. | 69.3K | $17.2M | $127.4K | Cut−$318.4K |
| Quantinno Capital Management LP | 67.7K | $16.8M | $96.9K | Added$3.82M |
| Integrated Advisors Network LLC | 67K | $16.6M | $82.7K | Added$5.55M |
| CENTRAL BANK & TRUST CO | 66.8K | $16.6M | $110.1K | Added$1.83M |
| SMITH, MOORE & CO. | 66.6K | $16.5M | $115.6K | Added$1.02M |
| Clear Creek Financial Management, LLC | 65.7K | $16.3M | $69.5K | Added$7.28M |
| Enclave Advisors LLC | 64.7K | $16M | $92K | Added$3.75M |
| Stratos Wealth Advisors, LLC | 64.5K | $16M | $117.4K | Added$300.7K |
| WESBANCO BANK INC | 63.5K | $15.7M | $114.2K | Added$474K |
| Kiker Wealth Management, LLC | 62.9K | $15.6M | $2.43K | Added$15.3M |
| FIDELIS CAPITAL PARTNERS, LLC | 62.8K | $15.6M | $114.7K | Added$242.1K |
| New Perspectives, Inc | 62.6K | $15.5M | $111.1K | Added$664.6K |
| Advisory Services Network, LLC | 62.2K | $15.4M | $100K | Added$2.05M |
| CONNORS INVESTOR SERVICES INC | 61K | $15.1M | $112.3K | Cut−$426.3K |
| Boston Trust Walden Corp | 60.3K | $15M | $110.9K | Cut−$15.3M |
| GTS SECURITIES LLC | 60.2K | $14.9M | $107.1K | Cut−$30.5M |
Who left
- IMC-Chicago, LLC$390.3M
- Allianz Asset Management GmbH$288.8M
- Parallax Volatility Advisers, L.P.$154M
- Balyasny Asset Management L.P.$78.7M
- MARSHALL WACE, LLP$74.3M
- Itau Unibanco Holding S.A.$45.9M
- CAPSTONE INVESTMENT ADVISORS, LLC$45.5M
- ALKEON CAPITAL MANAGEMENT LLC$44.2M
- CI INVESTMENTS INC.$43M
- A&I FINANCIAL SERVICES, LLC$41.8M
- Newbrook Capital Advisors LP$41.5M
- LMR Partners LLP$35.7M
- Starboard Value LP$33.7M
- DE BURLO GROUP INC$33.5M
- Nantahala Capital Management, LLC$28.8M
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.