Stock
Reported value
$20.3B
Holders
859
+60 new · −69 exited
Holders’ est. mark
−$1.5B
Price effect on 236 books still in the name
Largest holder
$8.19B
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $108M
- Icahn Capital0.0% · $4.71M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 52.8M | $8.19B | −$558.2M | Added$879.3M |
| MORGAN STANLEY | 14.5M | $2.26B | −$179.7M | Cut−$96M |
| LPL Financial LLC | 14.4M | $2.23B | −$182.5M | Cut−$158.5M |
| JONES FINANCIAL COMPANIES LLLP | 6.74M | $1.01B | −$94.2M | Added$114.2M |
| ENVESTNET ASSET MANAGEMENT INC | 2.87M | $444.9M | −$29.6M | Added$58M |
| Merit Financial Group, LLC | 1.95M | $303.1M | −$20.9M | Added$30M |
| Blue Trust, Inc. | 1.87M | $289.7M | −$24M | Cut−$24.5M |
| JPMORGAN CHASE & CO | 1.57M | $234.8M | −$29.7M | Cut−$37.5M |
| RAYMOND JAMES FINANCIAL INC | 1.43M | $221.6M | −$18.3M | Cut−$22.3M |
| UBS Group AG | 1.37M | $212.2M | −$15.4M | Added$10.9M |
| ROYAL BANK OF CANADA | 1.22M | $189.3M | −$13.8M | Added$8.81M |
| Kestra Investment Management, LLC | 1.13M | $175.9M | −$14.5M | Cut−$14.2M |
| WELLS FARGO & COMPANY/MN | 1.13M | $175.6M | −$14.5M | Cut−$19.1M |
| PNC Financial Services Group, Inc. | 1.11M | $172.8M | −$12.9M | Added$3.99M |
| Facet Wealth, Inc. | 814K | $126.3M | −$12.7M | Cut−$6.43M |
| BENJAMIN EDWARDS INC | 787.3K | $122.1M | −$9.14M | Added$2.52M |
| COMMONWEALTH EQUITY SERVICES, LLC | 776.8K | $120.5M | −$9.97M | Cut−$56.1M |
| Fidelity | 696.3K | $108M | −$9.59M | Cut−$8.05M |
| Cetera Investment Advisers | 638.1K | $99M | −$7.9M | Cut−$4.41M |
| SHP Wealth Management | 496.6K | $77M | −$5.99M | Cut−$1.29M |
| BLAIR WILLIAM & CO/IL | 478.3K | $74.2M | −$5.38M | Added$3.7M |
| HighTower Advisors, LLC | 465.1K | $72.1M | −$5.97M | Cut−$23.9M |
| CITIZENS FINANCIAL GROUP INC/RI | 449.6K | $69.7M | −$5.77M | Cut−$8.74M |
| Corient Private Wealth LLC | 443.7K | $68.9M | −$4.48M | Added$9.45M |
| Allworth Financial LP | 431K | $66.9M | −$5.53M | Cut−$5.66M |
| Madison Wealth Partners, Inc | 410.6K | $63.7M | −$5.15M | Cut−$3.71M |
| AMERIPRISE FINANCIAL INC | 393.5K | $61M | −$5.03M | Cut−$16.3M |
| OSAIC HOLDINGS, INC. | 378.9K | $58.8M | −$4.87M | Cut−$8.17M |
| Modera Wealth Management, LLC | 352.3K | $54.6M | −$4.45M | Cut−$3.65M |
| Legacy Financial Group LLC | 340.4K | $52.8M | −$3.09M | Cut−$2.81M |
| Cardinal Strategic Wealth Guidance | 339.2K | $52.6M | −$4.29M | Cut−$3.56M |
| HOWE & RUSLING INC | 338.7K | $52.5M | −$4.14M | Cut−$1.64M |
| Tanglewood Legacy Advisors, LLC | 336.2K | $52.2M | −$4.17M | Cut−$2.45M |
| Tennessee Valley Asset Management Partners | 331K | $51.3M | −$4.25M | Cut−$7.98M |
| KINTRA WEALTH, LLC | 282.7K | $43.8M | — | New |
| Charles Schwab Trust Co | 281.9K | $43.7M | −$3.13M | Added$2.7M |
| Curi Capital, LLC | 280.5K | $43.5M | −$2.77M | Added$7.27M |
| DDFG, Inc | 273.5K | $42.4M | −$3.43M | Cut−$2.5M |
| Equitable Holdings, Inc. | 248.1K | $41.7M | −$192 | Cut−$4.76M |
| Bleakley Financial Group, LLC | 265.7K | $41.2M | −$2.93M | Added$2.81M |
| PRINCIPAL SECURITIES, INC. | 254.2K | $39.4M | −$3.26M | Cut−$12.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 253.5K | $39.3M | −$3.25M | Cut−$9.12M |
| ALLIANCEBERNSTEIN L.P. | 228.6K | $38.4M | $1 | Cut−$1.21M |
| Aurdan Capital Management, LLC | 242.5K | $37.6M | −$3.11M | Cut−$8.47M |
| HILLTOP WEALTH ADVISORS, LLC | 241.3K | $37.4M | −$3.06M | Cut−$2.65M |
| TWO SIGMA INVESTMENTS, LP | 239K | $37.1M | — | New |
| Horizon Investments, LLC | 237.1K | $36.8M | −$1.4M | Added$18.4M |
| Veracity Capital LLC | 228.2K | $35.4M | −$2.93M | Cut−$7.46M |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 214.9K | $33.3M | −$2.58M | Cut−$380.4K |
| Kestra Advisory Services, LLC | 214.9K | $33.3M | −$2.76M | Cut−$4.29M |
| Private Advisor Group, LLC | 212.9K | $33M | −$2.71M | Cut−$2.45M |
| SCS Capital Management LLC | 203.6K | $31.6M | −$2.61M | Cut−$2.96M |
| Atlantic Union Bankshares Corp | 198.8K | $30.8M | −$2.55M | Cut−$3.54M |
| Aspen Wealth Management LLC | 198.3K | $30.8M | −$2.54M | Cut−$2.5M |
| Rockefeller Capital Management L.P. | 190.5K | $29.6M | −$2.25M | Added$95.4K |
| VestGen Advisors, LLC | 158.9K | $29.5M | $42.8K | Added$29.1M |
| CUTLER INVESTMENT COUNSEL LLC | 188.2K | $29.2M | −$2.41M | Cut−$3.16M |
| Valmark Advisers, Inc. | 187.9K | $29.1M | −$2.41M | Cut−$4.22M |
| Focus Partners Wealth | 182.4K | $28.3M | −$2.29M | Cut−$2.04M |
| ForthRight Wealth Management, LLC | 173.5K | $26.9M | −$2.23M | Cut−$2.66M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 170.5K | $26.4M | −$1.51M | Added$6.61M |
| Waldron Private Wealth LLC | 160.9K | $25M | −$2.06M | Cut−$2.66M |
| Sanctuary Advisors, LLC | 156.8K | $24.3M | −$1.98M | Cut−$1.63M |
| Alliance Private Wealth, LLC | 156.6K | $24.3M | −$1.85M | Cut−$1.35M |
| NorthStar Asset Management LLC /NJ/ | 150.3K | $23.3M | −$1.75M | Added$378.6K |
| Strategies Wealth Advisors, LLC | 150.2K | $23.3M | −$1.93M | Cut−$4.84M |
| Spire Wealth Management | 138.5K | $21.5M | −$1.78M | Cut−$2.3M |
| STIFEL FINANCIAL CORP | 137.8K | $21.4M | −$1.77M | Cut−$2.44M |
| Bank of New York Mellon Corp | 137.1K | $21.3M | −$1.76M | Cut−$5.98M |
| MML INVESTORS SERVICES, LLC | 136.7K | $21.2M | −$1.75M | Cut−$4.54M |
| Gotham Asset Management, LLC | 135.7K | $21M | −$717.3K | Added$11.7M |
| Goldstone Financial Group, LLC | 135.5K | $21M | −$1.46M | Added$1.96M |
| GOLDMAN SACHS GROUP INC | 133.2K | $20.7M | −$1.71M | Cut−$2.92M |
| Integrated Wealth Concepts LLC | 132.1K | $20.5M | −$1.63M | Cut−$843.1K |
| DOLIVER ADVISORS, LP | 129.8K | $20.1M | −$1.67M | Cut−$1.7M |
| Hudock, Inc. | 129.4K | $20.1M | −$1.66M | Cut−$3.49M |
| FOUNDERS FINANCIAL SECURITIES LLC | 119.6K | $19.7M | −$362.1K | Added$1.14M |
| NBT BANK N A /NY | 124.6K | $19.3M | −$21.2M | Cut−$1.9M |
| Atria Investments, Inc | 122.6K | $19M | −$1.52M | Cut−$914.4K |
| Petix & Botte Co | 121.6K | $18.9M | −$1.56M | Cut−$2.79M |
| Madison Asset Management, LLC | 121.3K | $18.8M | −$38.1K | Added$18.3M |
| RWA WEALTH PARTNERS, LLC | 118.9K | $18.4M | −$1.49M | Cut−$1.01M |
| Birchcreek Wealth Management, LLC | 118.6K | $18.4M | −$1.52M | Cut−$1.43M |
| ELEVATION WEALTH PARTNERS, LLC | 117.8K | $18.3M | −$1.5M | Cut−$1.41M |
| Concurrent Investment Advisors, LLC | 117.1K | $18.2M | −$1.46M | Cut−$983.7K |
| Richard W. Paul & Associates, LLC | 100.7K | $15.6M | −$1.29M | Cut−$1.7M |
| PCA Investment Advisory Services Inc. | 100.2K | $15.5M | −$1.23M | Cut−$514.3K |
| Canvas Wealth Advisors, LLC | 99.4K | $15.4M | −$1.28M | Cut−$1.54M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 98.4K | $15.3M | −$1.26M | Cut−$14.2M |
| BlackRock, Inc. | 98K | $15.2M | −$1.26M | Cut−$1.51M |
| Allspring Global Investments Holdings, LLC | 95.3K | $15M | −$209K | Added$11.8M |
| FORTRESS FINANCIAL GROUP, LLC | 96.3K | $14.9M | −$1.19M | Cut−$612.8K |
| Roberts Financial Services LLC | 91.9K | $14.2M | −$1.18M | Cut−$2.98M |
| Mascoma Wealth Management LLC | 91.2K | $14.1M | −$1.17M | Cut−$5.98M |
| STEVENS CAPITAL PARTNERS | 90K | $14M | −$931K | Added$1.78M |
| Brio Consultants, LLC | 76.4K | $13.7M | $901.2K | Added$47.2K |
| CAPTRUST FINANCIAL ADVISORS | 88.2K | $13.7M | −$1.13M | Cut−$1.13M |
| Financial Council, LLC | 85.9K | $13.3M | −$1.1M | Cut−$1.12M |
| IHT Wealth Management, LLC | 82.5K | $12.8M | −$1.06M | Cut−$1.55M |
| FIFTH THIRD BANCORP | 81.1K | $12.6M | −$38K | Added$12.1M |
| IRONWOOD WEALTH MANAGEMENT, INC. | 75.9K | $12.5M | −$414.5K | Cut−$421K |
| Creative Planning | 79.8K | $12.4M | −$980.5K | Cut−$450.7K |
| Cosner Financial Group, LLC | 77.9K | $12.1M | −$984.9K | Cut−$810.7K |
| BOS Asset Management, LLC | 76.9K | $11.9M | −$917.7K | Cut−$79.8K |
| Foundry Financial Group, Inc. | 75.8K | $11.8M | −$884.9K | Added$172.5K |
| Stratos Wealth Partners, LTD. | 74K | $11.5M | −$927.6K | Cut−$672.9K |
| OneDigital Investment Advisors LLC | 72.6K | $11.3M | −$931.3K | Cut−$980K |
| Macro Advisors, Inc. | 70.3K | $10.9M | — | Held |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 68.2K | $10.6M | −$836.6K | Cut−$368.8K |
| Mariner, LLC | 68.1K | $10.6M | −$801.3K | Added$71.9K |
| Allianz Asset Management GmbH | 67.8K | $10.5M | −$869.6K | Cut−$14.4M |
| Seven Springs Wealth Group, LLC | 66.1K | $10.3M | −$732.8K | Added$663.8K |
| Baird Financial Group, Inc. | 65.9K | $10.2M | −$845.8K | Cut−$1.86M |
| Savant Capital, LLC | 65.6K | $10.2M | −$831.3K | Cut−$706.7K |
| Gallagher Fiduciary Advisors, LLC | 64K | $9.93M | −$740.2K | Added$244.7K |
| Global Strategic Investment Solutions, LLC | 63.8K | $9.89M | −$817.9K | Cut−$1.3M |
| Quent Capital, LLC | 62.6K | $9.71M | −$803.1K | Cut−$1.51M |
| TD PRIVATE CLIENT WEALTH LLC | 62.4K | $9.68M | −$725.5K | Added$187.2K |
| Cresset Asset Management, LLC | 62K | $9.61M | −$795K | Cut−$1.05M |
| TRUIST FINANCIAL CORP | 58.6K | $9.09M | −$751.9K | Cut−$9.69M |
| Arkadios Wealth Advisors | 55.8K | $8.65M | −$369.3K | Added$3.82M |
| &PARTNERS | 53.2K | $8.26M | −$614.9K | Cut−$2.05M |
| Beacon Pointe Advisors, LLC | 52.8K | $8.19M | −$392.9K | Added$3.05M |
| South Shore Capital Advisors | 49.5K | $7.69M | −$635.7K | Cut−$677.9K |
| MOTIVE WEALTH ADVISORS | 48.9K | $7.59M | −$620.7K | Cut−$539.7K |
| Perigon Wealth Management, LLC | 48.7K | $7.55M | −$624.3K | Cut−$774K |
| Phoenix Wealth Advisors | 46.5K | $7.22M | −$597.1K | Cut−$671.5K |
| Spectrum Wealth Advisory Group, LLC | 45.6K | $7.08M | −$585.8K | Cut−$1.06M |
| Independent Advisor Alliance | 45K | $6.98M | — | New |
| TUDOR INVESTMENT CORP ET AL | 44.6K | $6.92M | −$48.8K | Added$6.29M |
| LEGACY SOLUTIONS, LLC | 44.5K | $6.9M | −$570.8K | Cut−$1.08M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 43.3K | $6.81M | −$546.1K | Cut−$7.58M |
| CWM, LLC | 43.1K | $6.69M | $6.69M | Added$6.69M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 37.5K | $6.6M | — | New |
| Amplius Wealth Advisors, LLC | 42.3K | $6.56M | −$542.7K | Cut−$582K |
| Vident Advisory, LLC | 42.1K | $6.52M | −$458.2K | Added$528.3K |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 41K | $6.36M | −$526.4K | Cut−$740.3K |
| Independence Financial Advisors, LLC | 40K | $6.21M | −$513.5K | Cut−$4.62M |
| Ackerman Capital Advisors, LLC | 40K | $6.2M | −$513.1K | Cut−$684.9K |
| Able Wealth Management LLC | 39.9K | $6.19M | −$508.2K | Cut−$458.1K |
| Advisory Services Network, LLC | 39.6K | $6.14M | −$156.3K | Added$4.09M |
| WESTWOOD HOLDINGS GROUP INC | 38.5K | $5.97M | −$485.8K | Cut−$387.5K |
| Merkkuri Wealth Advisors LLC | 38.3K | $5.95M | −$483.6K | Cut−$381.6K |
| PARSONS CAPITAL MANAGEMENT INC/RI | 37.3K | $5.79M | −$455.4K | Cut−$174.7K |
| Bawa N Mallick Trust | 37K | $5.74M | −$474.4K | Cut−$2.69M |
| Clearstead Advisors, LLC | 36.8K | $5.7M | −$156.2K | Added$3.66M |
| Rooted Wealth Advisors, Inc. | 32.4K | $5.67M | $339.2K | Added$476.7K |
| Cornerstone Advisory, LLC | 36.4K | $5.65M | −$467K | Cut−$507.6K |
| First Heartland Consultants, Inc. | 35.6K | $5.52M | −$456.2K | Cut−$559.3K |
| Endowment Wealth Management, Inc. | 35.1K | $5.44M | −$426.3K | Cut−$136.7K |
| GREAT VALLEY ADVISOR GROUP, INC. | 34.8K | $5.4M | −$373K | Added$522.2K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 34.8K | $5.39M | −$446.1K | Cut−$679.7K |
| Lido Advisors, LLC | 34.5K | $5.35M | −$332.5K | Cut−$578.3K |
| DEUTSCHE BANK AG\ | 33.9K | $5.26M | −$435.4K | Cut−$435.4K |
| D.A. DAVIDSON & CO. | 33.9K | $5.25M | −$433.7K | Cut−$424.5K |
| BANK OF MONTREAL /CAN/ | 33.8K | $5.24M | −$433.5K | Cut−$576.4K |
| 1900 WEALTH MANAGEMENT LLC | 32.9K | $5.1M | −$421.5K | Cut−$636K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 32.6K | $5.05M | −$417.9K | Cut−$667.9K |
| OpenArc Corporate Advisory, LLC | 32.5K | $5.04M | −$417.1K | Cut−$1.35M |
| MCDONALD PARTNERS LLC | 32K | $4.96M | −$410.6K | Cut−$416.1K |
| Vestmark Advisory Solutions, Inc. | 32K | $4.96M | −$33.4K | Added$4.52M |
| ELEVATION POINT WEALTH PARTNERS, LLC | 32K | $4.96M | — | New |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 31.1K | $4.83M | −$390.2K | Cut−$282K |
| Windward Private Wealth Management Inc. | 30.6K | $4.75M | −$382.4K | Cut−$260.7K |
| Essex Financial Services, Inc. | 30.6K | $4.74M | −$387.7K | Cut−$334.8K |
| Icahn Capital | 30.4K | $4.71M | −$159.3K | Added$2.62M |
| Cornell Pochily Investment Advisors, Inc. | 30.1K | $4.67M | −$370.4K | Cut−$182.3K |
| Garde Capital, Inc. | 30K | $4.65M | −$381.7K | Cut−$342.8K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 29.5K | $4.57M | — | Held |
| Quantinno Capital Management LP | 28.6K | $4.44M | −$268.2K | Added$933.6K |
| Stonebridge Financial Planning Group, LLC | 28.5K | $4.41M | −$365.1K | Cut−$593K |
| WealthShield Partners, LLC | 28.3K | $4.38M | −$362.5K | Cut−$506.4K |
| M&T Bank Corp | 28K | $4.34M | −$359.4K | Cut−$665.7K |
| Flagship Private Wealth, LLC | 28K | $4.34M | −$359.3K | Cut−$385K |
| Neumann Capital Management, LLC | 27.8K | $4.31M | −$356.1K | Cut−$346.8K |
| ASPIRIANT, LLC | 27.8K | $4.31M | −$356.5K | Cut−$356.5K |
| Greenline Partners, LLC | 27.6K | $4.28M | −$353.8K | Cut−$353.8K |
| US BANCORP \DE\ | 26.9K | $4.17M | −$340.5K | Cut−$290.2K |
| JMG Financial Group, Ltd. | 26.3K | $4.08M | −$337.5K | Cut−$337.5K |
| Columbus Macro, LLC | 26.3K | $4.08M | −$324.7K | Cut−$170.3K |
| Midwest Trust Co | 25.8K | $4.01M | −$328K | Cut−$286K |
| INDEPENDENT FINANCIAL GROUP, LLC | 25.1K | $3.89M | −$306.3K | Cut−$116.9K |
| Omega Financial Group, LLC | 25K | $3.88M | −$316.3K | Cut−$260K |
| HB Wealth Management, LLC | 24.8K | $3.85M | −$317.6K | Cut−$307.3K |
| MERCER GLOBAL ADVISORS INC /ADV | 24.4K | $3.79M | −$284.4K | Added$66.6K |
| Golden State Wealth Management, LLC | 23.3K | $3.61M | −$298.7K | Cut−$382.7K |
| Stokes Family Office, LLC | 23.1K | $3.59M | −$296.9K | Cut−$314.7K |
| Valpey Financial Services, LLC | 23.1K | $3.59M | −$269.3K | Added$60.8K |
| TD Waterhouse Canada Inc. | 22.8K | $3.58M | −$194K | Added$660.1K |
| Americana Partners, LLC | 22.9K | $3.55M | −$293.9K | Cut−$2.24M |
| TRANSCEND CAPITAL ADVISORS, LLC | 22.9K | $3.55M | −$249.7K | Added$283.6K |
| CENTRAL TRUST Co | 22.7K | $3.53M | −$291.6K | Cut−$555.6K |
| William Howard & Co Financial Advisors Inc | 22.6K | $3.5M | −$289.5K | Cut−$289.5K |
| Steward Partners Investment Advisory, LLC | 22.5K | $3.5M | −$221.7K | Added$595.2K |
| Western Wealth Management, LLC | 22.5K | $3.49M | −$276.4K | Cut−$123.9K |
| BAILARD, INC. | 22.2K | $3.45M | −$282.1K | Cut−$245.3K |
| IEQ CAPITAL, LLC | 21.5K | $3.34M | −$257.7K | Cut−$33.8K |
| Trek Financial, LLC | 21.1K | $3.27M | −$269.8K | Cut−$260K |
| EVOKE WEALTH, LLC | 21.1K | $3.27M | −$270.4K | Cut−$270.4K |
| Prospera Financial Services Inc | 20.7K | $3.21M | −$217.2K | Added$365.2K |
| Orion Porfolio Solutions, LLC | 20.7K | $3.2M | −$265K | Cut−$721.2K |
| Caprock Group, LLC | 20.6K | $3.2M | −$227.7K | Added$220.9K |
| Bulwark Capital Corp | 20.4K | $3.17M | −$256.6K | Cut−$188.7K |
| Wealthcare Advisory Partners LLC | 20.4K | $3.17M | −$262K | Cut−$2.8M |
| CIBC Bancorp USA Inc. | 19.7K | $3.06M | — | Held |
| Sovereign Financial Group, Inc. | 19.7K | $3.06M | −$213K | Added$275K |
| Sunbelt Securities, Inc. | 19.7K | $3.06M | −$253K | Cut−$253.5K |
| Kingsview Wealth Management, LLC | 19.6K | $3.04M | −$184.1K | Added$626.4K |
| Eagle Strategies LLC | 19.4K | $3.01M | −$247.5K | Cut−$231.3K |
| Caliber Wealth Management, LLC / KS | 19.1K | $2.96M | −$244.7K | Cut−$406K |
| NORTHERN TRUST CORP | 18.8K | $2.92M | −$241.8K | Cut−$251.5K |
| PRIVATE TRUST CO NA | 18.7K | $2.89M | −$239.4K | Cut−$300.7K |
| NEW WAVE WEALTH ADVISORS LLC | 18.4K | $2.85M | −$235.9K | Cut−$1.27M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 18.3K | $2.83M | −$63.3K | Added$2M |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 17.9K | $2.78M | −$116.8K | Added$1.25M |
| RFG Advisory, LLC | 17.9K | $2.77M | −$229.3K | Cut−$3.5M |
| HARBOUR INVESTMENTS, INC. | 17.8K | $2.76M | −$183.5K | Added$353.5K |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 17.4K | $2.7M | −$220.8K | Cut−$187.2K |
| Pathfinder Wealth Consulting, Inc. | 17.3K | $2.69M | −$218.3K | Cut−$166.2K |
| MLP3, LLC | 17.2K | $2.67M | −$221.2K | Cut−$245.8K |
| SEEDS INVESTOR LLC | 15.6K | $2.66M | — | New |
| EP Wealth Advisors, LLC | 17.1K | $2.66M | −$219.6K | Cut−$555.4K |
| HighPoint Advisor Group LLC | 17.1K | $2.65M | −$214.4K | Cut−$160.1K |
| TriaGen Wealth Management LLC | 16.9K | $2.62M | −$216.7K | Cut−$252K |
| CAHILL FINANCIAL ADVISORS INC | 16.5K | $2.57M | −$212.1K | Cut−$283.4K |
| Summit Financial, LLC | 16.3K | $2.53M | −$208.4K | Cut−$193.4K |
| Keenan, LLC | 16.5K | $2.53M | −$240.2K | Cut−$848K |
| PFG Advisors | 16K | $2.49M | −$201.9K | Cut−$157.3K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 15.8K | $2.45M | −$160.8K | Added$342.8K |
| HOLLENCREST CAPITAL MANAGEMENT | 15.7K | $2.43M | −$201.2K | Cut−$201.2K |
| JANE STREET GROUP, LLC | 15.6K | $2.42M | — | New |
| Sigma Planning Corp | 15.4K | $2.39M | −$197.4K | Cut−$236.4K |
| Watchman Group, Inc. | 15.3K | $2.37M | −$196.4K | Cut−$208.6K |
| NICOLET BANKSHARES INC | 15.1K | $2.34M | — | New |
| MGO ONE SEVEN LLC | 15K | $2.33M | −$133.2K | Added$587.6K |
| Farther Finance Advisors, LLC | 14.8K | $2.32M | −$158.3K | Cut−$203.1K |
| Van Diest Capital, LLC | 15K | $2.32M | −$45.3K | Added$1.73M |
| PLANNING DIRECTIONS INC | 14.9K | $2.31M | −$190.7K | Cut−$212.8K |
| COLUMBIA ADVISORY PARTNERS LLC | 14.2K | $2.2M | −$182.1K | Cut−$260.3K |
| Clearbridge Investments, LLC | 14K | $2.18M | −$180K | Cut−$17.8M |
| Biondo Investment Advisors, LLC | 14K | $2.17M | −$79.3K | Added$1.13M |
| OAK RIDGE INVESTMENTS LLC | 13.8K | $2.14M | −$176.9K | Cut−$243.4K |
| Topel & Distasi Wealth Management, LLC | 13.6K | $2.11M | −$136.6K | Added$325.7K |
| NewEdge Wealth, LLC | 13.5K | $2.1M | −$173.4K | Cut−$458.2K |
| BEAM WEALTH ADVISORS, INC. | 13.2K | $2.05M | −$169.8K | Cut−$1.28M |
| IFS Group,LLC | 12.6K | $1.96M | — | Held |
| Navigation Group, LLC | 12.6K | $1.96M | — | Held |
| EVOLVE PRIVATE WEALTH, LLC | 12.6K | $1.96M | — | New |
| Sterling Investment Counsel, LLC | 12.6K | $1.96M | −$161.8K | Cut−$592.2K |
| RFG - Bristol Wealth Advisors, LLC | 12.5K | $1.95M | −$161K | Cut−$2.26M |
Who left
- FIL Ltd$29.4M
- WIN ADVISORS, INC$15.9M
- IFG Advisory, LLC$11.5M
- WESTFIELD CAPITAL MANAGEMENT CO LP$11.2M
- NewEdge Advisors, LLC$7.33M
- Wall Capital Group, Inc.$6.87M
- TIAA TRUST, NATIONAL ASSOCIATION$5.01M
- J.Safra Asset Management Corp$2.18M
- Renaissance Technologies$1.31M
- AXXCESS WEALTH MANAGEMENT, LLC$1.14M
- J.W. COLE ADVISORS, INC.$802.3K
- Worth Financial Advisory Group, LLC$733.1K
- Clark Asset Management, LLC$590.3K
- Hershey Financial Advisers, LLC$580.1K
- Paulson Wealth Management Inc.$540.9K
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.