Stock
Reported value
$19.9B
Holders
781
+53 new · −55 exited
Holders’ est. mark
−$26.1M
Price effect on 243 books still in the name
Largest holder
$8.53B
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $2.92M
- Fidelity0.0% · $48.9M
- Icahn Capital0.0% · $3.42M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 83.4M | $8.53B | −$24.2M | Cut−$26.9M |
| LPL Financial LLC | 17.2M | $1.76B | −$4.76M | Added$79M |
| MORGAN STANLEY | 9.86M | $1.01B | −$2.82M | Added$11.4M |
| JONES FINANCIAL COMPANIES LLLP | 7.65M | $768.3M | −$13.7M | Added$110.2M |
| ENVESTNET ASSET MANAGEMENT INC | 7.17M | $732.6M | −$1.72M | Added$123.8M |
| SIGNATUREFD, LLC | 4.64M | $474.7M | −$1.33M | Added$5.68M |
| Blue Trust, Inc. | 4.28M | $437.2M | −$1.24M | Cut−$17.9M |
| Kestra Investment Management, LLC | 3.89M | $398.1M | −$1.09M | Added$11.3M |
| ASPIRIANT, LLC | 3.68M | $376.6M | −$1.04M | Added$9.27M |
| Merit Financial Group, LLC | 2.79M | $285.2M | −$752.6K | Added$19.1M |
| JPMORGAN CHASE & CO | 2.08M | $208.9M | −$4.3M | Cut−$29.2M |
| RAYMOND JAMES FINANCIAL INC | 1.64M | $167.7M | −$475.6K | Cut−$8.71M |
| UBS Group AG | 1.6M | $163.5M | −$463.8K | Cut−$1.78M |
| ROYAL BANK OF CANADA | 1.51M | $154.2M | −$428K | Added$2.63M |
| PNC Financial Services Group, Inc. | 1.44M | $147M | −$353.6K | Added$22M |
| Auto-Owners Insurance Co | 1.35M | $138.6M | −$311.4K | Cut−$311.4K |
| BENJAMIN EDWARDS INC | 1.31M | $134.3M | −$332.4K | Added$16.5M |
| Modera Wealth Management, LLC | 1.19M | $121.4M | −$344.4K | Cut−$1M |
| WELLS FARGO & COMPANY/MN | 1.18M | $121.1M | −$317.5K | Added$8.81M |
| BLAIR WILLIAM & CO/IL | 1.17M | $119.2M | −$317.3K | Added$7.04M |
| Foster Group, Inc. | 1.11M | $113.7M | −$313.5K | Added$2.89M |
| Corient Private Wealth LLC | 818.4K | $83.3M | −$606.7K | Added$2.96M |
| CANANDAIGUA NATIONAL CORP | 810.7K | $82.9M | — | Held |
| Venturi Wealth Management, LLC | 792K | $81M | −$229.7K | Cut−$52M |
| HighTower Advisors, LLC | 717.5K | $73.4M | −$205.1K | Added$818.4K |
| Cetera Investment Advisers | 710.8K | $72.7M | −$206.1K | Cut−$3.57M |
| PRINCIPAL SECURITIES, INC. | 702.1K | $71.8M | −$182.1K | Added$7.43M |
| Sequoia Financial Advisors, LLC | 695.6K | $71.1M | −$201.7K | Cut−$164.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 658.6K | $67.3M | −$191K | Cut−$51.8M |
| McGlone Suttner Wealth Management, Inc. | 653.3K | $66.8M | −$186.7K | Added$777.3K |
| Allworth Financial LP | 597.6K | $61.1M | −$173.3K | Cut−$1.65M |
| CWM, LLC | 568.9K | $58.2M | $58.1M | Added$58.1M |
| Allspring Global Investments Holdings, LLC | 525.6K | $53.7M | −$367.9K | Cut−$2.22M |
| OSAIC HOLDINGS, INC. | 513.5K | $52.5M | −$154.5K | Added$942.3K |
| Fidelity | 477.8K | $48.9M | −$136.5K | Added$565.4K |
| Nadler Financial Group, Inc. | 453.4K | $46.4M | −$131.5K | Cut−$634.9K |
| Curi Capital, LLC | 449.5K | $46M | −$90.2K | Added$14.1M |
| KINTRA WEALTH, LLC | 442.9K | $45.3M | — | New |
| GOLDMAN SACHS GROUP INC | 434.7K | $44.5M | −$126K | Cut−$13M |
| Focus Partners Wealth | 418.7K | $42.8M | $43.1K | Cut−$3.04M |
| AMERIPRISE FINANCIAL INC | 417.9K | $42.7M | −$133.4K | Cut−$329.3K |
| FLAGSHIP HARBOR ADVISORS, LLC | 407.9K | $41.7M | −$118.3K | Cut−$2.98M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 390.7K | $40.1M | −$843.9K | Cut−$7.2M |
| Tanglewood Legacy Advisors, LLC | 381.4K | $39M | −$103.3K | Added$2.49M |
| Atlantic Union Bankshares Corp | 367.5K | $37.6M | −$104.7K | Added$566.1K |
| Veracity Capital LLC | 360.9K | $36.9M | −$104.7K | Cut−$4.63M |
| HOWE & RUSLING INC | 358.8K | $36.7M | −$101.3K | Added$867.4K |
| Financial Engines Advisors L.L.C. | 344.7K | $35.2M | −$83.8K | Added$5.61M |
| Townsend & Associates, Inc | 319.3K | $34.1M | $392.8K | Cut−$4.25M |
| PCA Investment Advisory Services Inc. | 320.9K | $32.8M | −$87.7K | Added$1.79M |
| Madison Wealth Partners, Inc | 312.1K | $31.9M | −$90.4K | Cut−$72.4K |
| ForthRight Wealth Management, LLC | 302.3K | $30.9M | −$87.2K | Added$98.5K |
| DDFG, Inc | 297.4K | $30.4M | −$81.2K | Added$1.66M |
| SOUTHERN CAPITAL ADVISORS, LLC | 295.6K | $30.2M | −$85.1K | Added$128.6K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 286.1K | $29.3M | −$83K | Cut−$5.7M |
| Duncan Williams Asset Management, LLC | 270.5K | $27.7M | −$1.31M | Cut−$1.56M |
| Vident Advisory, LLC | 250K | $25.6M | −$69.4K | Added$1M |
| MML INVESTORS SERVICES, LLC | 249.8K | $25.5M | −$72.5K | Cut−$3.99M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 246.6K | $25.2M | −$71.5K | Cut−$14.5M |
| Gotham Asset Management, LLC | 241K | $24.6M | −$37.3K | Added$11.5M |
| Garde Capital, Inc. | 237.4K | $24.3M | −$68.9K | Cut−$472.5K |
| Waldron Private Wealth LLC | 234.7K | $24M | −$68K | Cut−$606.7K |
| GDS Wealth Management | 228.1K | $23.3M | −$66.1K | Cut−$1.44M |
| Sanctuary Advisors, LLC | 226.7K | $23.2M | −$62.9K | Added$940.6K |
| Salus Financial Advisors, LLC | 225.3K | $23M | −$60K | Added$1.81M |
| Alliance Private Wealth, LLC | 220.9K | $22.6M | −$834.4K | Cut−$592.5K |
| Private Advisor Group, LLC | 219.6K | $22.5M | −$63.6K | Cut−$14.1M |
| Rockefeller Capital Management L.P. | 216.6K | $22.1M | −$62.7K | Cut−$70.4K |
| Steele Capital Management, Inc. | 209.5K | $21.4M | −$60.8K | Cut−$203.4K |
| Kestra Advisory Services, LLC | 206.4K | $21.1M | −$48.9K | Added$3.8M |
| Strategies Wealth Advisors, LLC | 203K | $20.8M | −$58.8K | Cut−$831.2K |
| Birchcreek Wealth Management, LLC | 201.8K | $20.6M | −$57.7K | Added$199.7K |
| SkyOak Wealth, LLC | 200.5K | $20.5M | −$58.2K | Cut−$114K |
| IRONWOOD WEALTH MANAGEMENT, INC. | 192.6K | $20.3M | −$7.7K | Cut−$161.2K |
| Richard W. Paul & Associates, LLC | 182.1K | $18.6M | −$50.7K | Added$691K |
| High Probability Advisors, LLC | 178.3K | $18.2M | −$49.8K | Added$633.9K |
| Crescent Grove Advisors, LLC | 162.4K | $16.6M | −$47.1K | Cut−$126.2K |
| Financial Partners Group, Inc | 161.4K | $16.5M | −$476.3K | Cut−$370.9K |
| MFA WEALTH ADVISORS, LLC | 159.6K | $16.3M | −$43.3K | Added$1.02M |
| Concurrent Investment Advisors, LLC | 158.6K | $16.2M | −$45.2K | Added$264.6K |
| Equitable Holdings, Inc. | 331.2K | $16.1M | −$12.5M | Cut−$7.58M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 156.8K | $16M | −$38K | Added$2.65M |
| Trek Financial, LLC | 155.1K | $15.9M | −$45K | Cut−$7.79M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 153K | $15.6M | −$44.6K | Added$203.5K |
| STIFEL FINANCIAL CORP | 151.2K | $15.5M | −$43.8K | Cut−$1.2M |
| Allianz Asset Management GmbH | 149.7K | $15.3M | — | New |
| Savant Capital, LLC | 147.3K | $15.1M | −$42.7K | Cut−$115.7K |
| Global Strategic Investment Solutions, LLC | 145.7K | $14.9M | −$42.1K | Cut−$2.88K |
| Petix & Botte Co | 144.2K | $14.7M | −$42K | Cut−$888.6K |
| Cosner Financial Group, LLC | 139.9K | $14.3M | −$40.4K | Cut−$5.15K |
| FORTRESS FINANCIAL GROUP, LLC | 139.4K | $14.3M | −$40.4K | Cut−$207K |
| Carl P. Sherr & Co., LLC | 136.4K | $13.9M | −$405.1K | Cut−$464.5K |
| Creative Planning | 134.3K | $13.7M | −$38.5K | Added$86K |
| Baird Financial Group, Inc. | 125.5K | $12.8M | −$36.4K | Cut−$17.3M |
| Keenan, LLC | 120.1K | $12.4M | $29.5K | Added$1.59M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 119.4K | $12.2M | −$33.8K | Added$251.2K |
| Atria Investments, Inc | 118.6K | $12.1M | −$34.4K | Cut−$5.24M |
| TRUIST FINANCIAL CORP | 112.7K | $11.5M | −$32.7K | Cut−$3.01M |
| Lutz Financial Services LLC | 111.6K | $11.4M | −$32.4K | Cut−$111.6K |
| Stratos Wealth Partners, LTD. | 110.7K | $11.3M | −$31.5K | Added$158.2K |
| Roberts Financial Services LLC | 110.3K | $11.3M | −$32K | Cut−$428.5K |
| Mariner, LLC | 106.9K | $10.9M | −$30.6K | Added$147.1K |
| Integrated Wealth Concepts LLC | 106.4K | $10.9M | −$30K | Added$249.7K |
| ARWA LLC | 102.4K | $10.8M | $248K | Added$1.21M |
| Crestwood Advisors Group, LLC | 104.8K | $10.7M | −$7.13K | Added$8.19M |
| Tortoise Investment Management, LLC | 101.3K | $10.4M | −$29.4K | Cut−$275.2K |
| Sigma Planning Corp | 100.8K | $10.3M | −$29.3K | Cut−$839.5K |
| Dynamic Advisor Solutions LLC | 97.7K | $9.99M | −$27.9K | Added$154.5K |
| Weil Company, Inc. | 97.7K | $9.99M | −$23.4K | Added$1.69M |
| SAPIENT CAPITAL LLC | 96.5K | $9.87M | −$103K | Cut−$71.8K |
| Quent Capital, LLC | 96.4K | $9.85M | −$27.9K | Cut−$262.3K |
| &PARTNERS | 94.5K | $9.67M | $32.8K | Cut−$89.8K |
| Charter Oak Capital Management, LLC | 93.6K | $9.57M | −$26.1K | Added$347.5K |
| TD PRIVATE CLIENT WEALTH LLC | 93.5K | $9.56M | −$27.1K | Cut−$1.22M |
| Independence Financial Advisors, LLC | 93K | $9.5M | −$27K | Cut−$2.67M |
| Financial Council, LLC | 90.8K | $9.28M | −$26.2K | Added$6.38K |
| Zuckerman Investment Group, LLC | 88.5K | $9.05M | −$24.1K | Added$536.1K |
| ICONIQ Capital, LLC | 85.8K | $8.78M | −$24.9K | Cut−$24.9K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 85.5K | $8.74M | −$18.3K | Cut−$1.05M |
| Amplius Wealth Advisors, LLC | 84.6K | $8.65M | −$24.5K | Cut−$296.2K |
| Alpha Zero LLC | 83.3K | $8.51M | −$23.6K | Added$139.9K |
| ALLIANCEBERNSTEIN L.P. | 82.3K | $8.44M | $1 | Cut−$783.4K |
| Foundry Financial Group, Inc. | 80.4K | $8.22M | −$22.9K | Added$131.3K |
| HighMark Wealth Management LLC | 80.5K | $8.21M | −$45.4K | Added$335.8K |
| MERCER GLOBAL ADVISORS INC /ADV | 79.2K | $8.1M | −$21.8K | Added$390.3K |
| Vestmark Advisory Solutions, Inc. | 77.6K | $7.94M | −$11.4K | Added$3.92M |
| Canvas Wealth Advisors, LLC | 76.6K | $7.84M | −$21.6K | Added$199.6K |
| OneDigital Investment Advisors LLC | 75.7K | $7.74M | −$22K | Cut−$15.4K |
| MOTIVE WEALTH ADVISORS | 75.2K | $7.69M | −$21.8K | Cut−$91.2K |
| Family Capital Management, Inc. | 75K | $7.67M | −$14.4K | Added$2.55M |
| Symphony Financial, Ltd. Co. | 74.4K | $7.57M | −$81.3K | Cut−$557.9K |
| Canandaigua National Trust Co of Florida | 73.8K | $7.54M | −$21.4K | Cut−$58.9K |
| Gallagher Fiduciary Advisors, LLC | 71.3K | $7.29M | −$18.1K | Added$903.9K |
| LEGACY SOLUTIONS, LLC | 70.7K | $7.23M | −$20.5K | Cut−$446.9K |
| Independent Advisor Alliance | 70.2K | $7.18M | — | New |
| Cerity Partners LLC | 70.1K | $7.17M | −$8.35K | Added$3.73M |
| Certified Advisory Corp | 68.7K | $7.03M | −$20K | Cut−$4.68M |
| CIBC Bancorp USA Inc. | 68.4K | $6.99M | — | Held |
| Valmark Advisers, Inc. | 67.6K | $6.91M | −$19.6K | Cut−$318.8K |
| INTEGRITY ALLIANCE, LLC. | 67.2K | $6.87M | −$18.4K | Added$371.1K |
| Townsend Financial Planning, LLC | 66.1K | $6.76M | −$18.6K | Added$152.4K |
| Able Wealth Management LLC | 64.9K | $6.64M | −$18.4K | Added$127.1K |
| Mutual Advisors, LLC | 63.9K | $6.54M | −$18.1K | Added$114.6K |
| BEAM WEALTH ADVISORS, INC. | 60.9K | $6.22M | −$17.6K | Cut−$99.7K |
| COREPATH WEALTH PARTNERS LLC | 57.5K | $6.02M | −$24.6K | Added$2.2K |
| Columbus Macro, LLC | 58.8K | $6.01M | −$16.7K | Added$103.7K |
| DEFINED WEALTH MANAGEMENT, LLC | 58.2K | $5.95M | −$16.7K | Added$32.5K |
| Ameritas Advisory Services, LLC | 57.8K | $5.91M | −$16.8K | Cut−$925.3K |
| Arkadios Wealth Advisors | 57.4K | $5.87M | −$14.6K | Added$684.7K |
| Summit Financial, LLC | 56.8K | $5.81M | −$15.4K | Added$398.4K |
| SCS Capital Management LLC | 56.4K | $5.77M | −$16.4K | Cut−$16.4K |
| Advisory Services Network, LLC | 55.9K | $5.72M | −$4.1K | Added$4.26M |
| CAPTRUST FINANCIAL ADVISORS | 54.5K | $5.57M | −$15.8K | Cut−$275K |
| FIFTH THIRD BANCORP | 53.8K | $5.5M | −$1.07K | Added$5.12M |
| 180 WEALTH ADVISORS, LLC | 53.2K | $5.44M | −$15.4K | Cut−$116.2K |
| Robertson Stephens Wealth Management, LLC | 52.8K | $5.4M | −$15.3K | Cut−$913.1K |
| Eley Financial Management, Inc | 51.5K | $5.27M | −$14.7K | Added$68.6K |
| Spire Wealth Management | 51.4K | $5.26M | −$14.9K | Cut−$125.3K |
| Perigon Wealth Management, LLC | 50.4K | $5.15M | −$14.6K | Cut−$92.4K |
| OpenArc Corporate Advisory, LLC | 49.5K | $5.06M | −$14.4K | Cut−$448.5K |
| Summit Wealth Partners, LLC | 48.9K | $5M | −$13.9K | Added$81.8K |
| Elm Partners Management LLC | 49.8K | $5M | −$93.4K | Added$371.1K |
| STEVENS CAPITAL PARTNERS | 48K | $4.91M | −$13.9K | Cut−$381.5K |
| TD Waterhouse Canada Inc. | 48K | $4.9M | −$26.4K | Cut−$2.2M |
| Variant Private Wealth, LLC | 47.7K | $4.88M | −$13.8K | Added$4.5K |
| US BANCORP \DE\ | 46.6K | $4.76M | −$13.5K | Cut−$25.6K |
| Eaton Financial Holdings Company, LLC | 46.5K | $4.75M | −$13.5K | Cut−$355.1K |
| Breakwater Capital Group | 45.7K | $4.67M | −$13.3K | Cut−$111.6K |
| VestGen Advisors, LLC | 42K | $4.57M | $70.8K | Added$3.4M |
| BlackRock, Inc. | 44.3K | $4.53M | −$12.1K | Added$276.7K |
| Asset Management Group, Inc. | 43.5K | $4.45M | −$12.6K | Cut−$436.1K |
| GREAT VALLEY ADVISOR GROUP, INC. | 42.6K | $4.36M | −$9.87K | Added$823.5K |
| EQUITY INVESTMENT CORP | 42.4K | $4.33M | −$12.3K | Cut−$5.09M |
| DEUTSCHE BANK AG\ | 42.2K | $4.32M | −$12.2K | Cut−$87.4K |
| IHT Wealth Management, LLC | 40.7K | $4.16M | −$11.9K | Cut−$84.5K |
| M&T Bank Corp | 40.5K | $4.15M | −$11.8K | Cut−$118.6K |
| HILLTOP WEALTH ADVISORS, LLC | 40.5K | $4.14M | −$11.8K | Cut−$250.2K |
| BAILARD, INC. | 40.1K | $4.1M | −$11.4K | Added$54.7K |
| Wealth Management Partners, LLC | 40.1K | $4.1M | −$11.6K | Cut−$9.84K |
| Modern Wealth Management, LLC | 39.5K | $4.05M | −$5.93K | Cut−$268.1K |
| Towne Trust Company, N.A | 39K | $3.99M | −$9.01K | Added$802.7K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 39K | $3.99M | — | New |
| NORTHERN TRUST CORP | 38.8K | $3.97M | −$11.3K | Cut−$54.1K |
| Windward Private Wealth Management Inc. | 38.5K | $3.93M | −$11.2K | Cut−$50.4K |
| OPPENHEIMER & CO INC | 38.1K | $3.9M | −$10.6K | Added$146.5K |
| EP Wealth Advisors, LLC | 37.6K | $3.84M | −$10.9K | Cut−$168.2K |
| Geneos Wealth Management Inc. | 37.4K | $3.83M | −$7.01K | Added$1.34M |
| Forefront Wealth Partners, LLC | 37.1K | $3.8M | −$10.8K | Cut−$428K |
| Beacon Pointe Advisors, LLC | 37.1K | $3.8M | −$3.64K | Added$2.52M |
| Integrated Advisors Network LLC | 36.6K | $3.74M | −$10.6K | Cut−$14.6M |
| Greenline Partners, LLC | 35.7K | $3.65M | −$10.3K | Cut−$10.3K |
| Sunbelt Securities, Inc. | 34.5K | $3.53M | −$10K | Cut−$306.9K |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 33.8K | $3.45M | −$7.33K | Added$850.9K |
| Icahn Capital | 33.4K | $3.42M | −$8.85K | Added$285.2K |
| Pathfinder Wealth Consulting, Inc. | 32.5K | $3.33M | −$9.44K | Cut−$59.1K |
| CATALYST PRIVATE WEALTH, LLC | 32.3K | $3.3M | −$9.36K | Cut−$202.6K |
| TOBIAS FINANCIAL ADVISORS, INC. | 31.9K | $3.26M | −$9.25K | Cut−$22.8K |
| Leonard Rickey Investment Advisors P.L.L.C. | 31.7K | $3.24M | −$9.19K | Cut−$94.3K |
| Focus Partners Advisor Solutions, LLC | 31.4K | $3.21M | −$14.3K | Cut−$30.4K |
| Family Manage LLC | 31K | $3.17M | −$8.84K | Added$40.4K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 30K | $3.07M | −$7.02K | Added$586.1K |
| HighPoint Advisor Group LLC | 29.7K | $3.04M | −$8.58K | Cut−$111.5K |
| ATLAS CAPITAL ADVISORS INC. | 29.5K | $3.02M | −$8.39K | Added$56K |
| Farther Finance Advisors, LLC | 28.6K | $2.93M | −$4.19K | Added$56K |
| Renaissance Technologies | 28.6K | $2.92M | −$8.29K | Cut−$1.97M |
| Guidance Point Advisors, LLC | 28.6K | $2.92M | −$8.18K | Added$49.3K |
| ROBINSON SMITH WEALTH ADVISORS LLC | 28.3K | $2.9M | −$8.2K | Cut−$5.38M |
| Apollon Financial, LLC | 27.8K | $2.84M | −$5.85K | Added$784.9K |
| Valpey Financial Services, LLC | 27.7K | $2.83M | −$8.05K | Cut−$132.1K |
| Steward Partners Investment Advisory, LLC | 27.6K | $2.82M | −$7.03K | Added$337.4K |
| Eagle Strategies LLC | 27.6K | $2.82M | −$7.78K | Added$52.7K |
| RWA WEALTH PARTNERS, LLC | 27.4K | $2.81M | −$5.99K | Added$686.1K |
| Caliber Wealth Management, LLC / KS | 27K | $2.76M | −$7.83K | Cut−$104.4K |
| ZWJ INVESTMENT COUNSEL INC | 26.9K | $2.75M | −$7.69K | Added$42.9K |
| Prospera Financial Services Inc | 26.8K | $2.75M | −$7.3K | Added$162K |
| Composition Wealth, LLC | 26.6K | $2.72M | −$7.7K | Cut−$43.3K |
| Sterling Wealth Management, Inc. | 26.2K | $2.68M | −$7.61K | Added$1.69K |
| 17 CAPITAL PARTNERS, LLC | 25.7K | $2.62M | −$7.44K | Cut−$433.3K |
| General Partner, Inc. | 25.6K | $2.62M | −$7.43K | Cut−$7.43K |
| PRIVATE TRUST CO NA | 25.2K | $2.58M | −$7.07K | Added$78K |
| Wealth Advisors of Iowa, LLC | 25K | $2.55M | −$7.17K | Cut−$16.5K |
| Silver Lake Advisory, LLC | 24.8K | $2.54M | −$7K | Added$83.1K |
| GLENMEDE TRUST CO NA | 24.6K | $2.52M | −$7.14K | Cut−$43K |
| Brooklyn Investment Group | 24.5K | $2.51M | −$27.5K | Added$93.1K |
| Life Planning Partners, Inc | 24.5K | $2.5M | −$7.1K | Cut−$7.1K |
| Cresset Asset Management, LLC | 24.3K | $2.49M | −$7.02K | Cut−$923K |
| Regal Investment Advisors LLC | 24.2K | $2.48M | −$7.02K | Cut−$7.02K |
| MFA Wealth Services | 24.1K | $2.46M | −$6.82K | Added$17.8K |
| CITIGROUP INC | 23.8K | $2.44M | −$6.01K | Added$311.3K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 22.6K | $2.42M | $15.5K | Added$1.61M |
| HARBOUR INVESTMENTS, INC. | 23.3K | $2.38M | −$6.07K | Added$204.1K |
| MAGNOLIA CAPITAL ADVISORS LLC | 23.1K | $2.36M | −$6.67K | Cut−$17.7K |
| MATAURO, LLC | 22.7K | $2.32M | −$6.63K | Cut−$170.3K |
| CAHILL FINANCIAL ADVISORS INC | 22.1K | $2.26M | −$6.44K | Added$406 |
| XY Planning Network, Inc. | 22K | $2.25M | −$3.23K | Added$42.4K |
| Caprock Group, LLC | 21.8K | $2.23M | −$6.31K | Cut−$6.31K |
| NewEdge Wealth, LLC | 21.4K | $2.19M | −$5.84K | Added$96.1K |
| MONTAG A & ASSOCIATES INC | 21.4K | $2.18M | −$6.19K | Cut−$576.6K |
| Western Wealth Management, LLC | 21K | $2.15M | −$6.03K | Added$34.6K |
| Denver PWM, LLC | 19.5K | $2.12M | $273.5K | Cut−$999.4K |
| Legacy Financial Strategies, LLC | 20.7K | $2.12M | −$6.01K | Cut−$6.01K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 20.4K | $2.09M | −$573 | Added$1.89M |
| Drake & Associates, LLC | 20.4K | $2.09M | −$5.93K | Cut−$134.5K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 20K | $2.05M | −$5.72K | Cut−$377.6K |
| EVOLVE PRIVATE WEALTH, LLC | 19.7K | $2.01M | — | New |
| Next Capital Management LLC | 19.6K | $2M | −$5.66K | Cut−$89.8K |
| Occidental Asset Management, LLC | 19.3K | $1.97M | −$5.57K | Cut−$11.5K |
| First Heartland Consultants, Inc. | 19.1K | $1.95M | −$5.59K | Cut−$72.3K |
| NWF Advisory Services Inc. | 18.6K | $1.9M | −$5.02K | Added$158.3K |
| PFG Advisors | 18.2K | $1.86M | −$5.29K | Cut−$236.7K |
Who left
- NewEdge Advisors, LLC$12.6M
- IFG Advisory, LLC$9.18M
- CRAMER ROSENTHAL MCGLYNN LLC$3.41M
- Castellan Group$3.05M
- EASTERLY INVESTMENT PARTNERS LLC$2.28M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.96M
- Diversify Advisory Services, LLC$1.31M
- TIAA TRUST, NATIONAL ASSOCIATION$702.8K
- AXXCESS WEALTH MANAGEMENT, LLC$687.5K
- Y-Intercept (Hong Kong) Ltd$608.4K
- Boreal Capital Management LLC$527.4K
- Fortis Advisors, LLC$517.9K
- TOMPKINS FINANCIAL CORP$500.7K
- Clark Asset Management, LLC$468K
- Americana Partners, LLC$448.7K
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.