Stock
Reported value
$9.65B
Holders
860
+34 new · −57 exited
Holders’ est. mark
−$347M
Price effect on 244 books still in the name
Largest holder
$691.6M
SCS Capital Management LLC
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $45.5M
- Fidelity0.0% · $143.8M
- Citadel0.0% · $7.59M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| SCS Capital Management LLC | 1.87M | $691.6M | −$30.2M | Cut−$33.7M |
| BlackRock, Inc. | 1.8M | $667.2M | −$23.4M | Added$106.2M |
| GOLDMAN SACHS GROUP INC | 1.7M | $630.8M | −$24.7M | Added$39.3M |
| MORGAN STANLEY | 1.32M | $488.5M | −$20.8M | Cut−$8.57M |
| NORTHERN TRUST CORP | 998.9K | $370.3M | −$16.2M | Cut−$24.2M |
| BANK OF AMERICA CORP /DE/ | 923.5K | $342.3M | −$13.4M | Added$21.5M |
| American Family Investments, Inc. | 843.7K | $312.8M | −$4.4M | Added$207.6M |
| Pitcairn Wealth Advisors LLC | 507.5K | $196.3M | $784 | Cut−$1.65M |
| JPMORGAN CHASE & CO | 475.7K | $171.2M | −$12.8M | Cut−$12.2M |
| LPL Financial LLC | 457.4K | $169.5M | −$7.4M | Cut−$24M |
| AMERIPRISE FINANCIAL INC | 399K | $148M | −$6.29M | Cut−$15.8M |
| Fidelity | 387.9K | $143.8M | −$6.27M | Cut−$8.73M |
| Focus Partners Wealth | 360.4K | $133.6M | −$5.83M | Cut−$7.37M |
| Bank of New York Mellon Corp | 338.6K | $125.5M | −$5.48M | Cut−$10.3M |
| PNC Financial Services Group, Inc. | 335.8K | $124.5M | −$5.43M | Cut−$9.41M |
| HighTower Advisors, LLC | 318.2K | $118M | −$5.05M | Cut−$2.99M |
| UBS Group AG | 296.2K | $109.8M | −$4.79M | Cut−$38M |
| TLWM | 294.2K | $109.1M | −$4.55M | Added$290.1K |
| Gotham Asset Management, LLC | 288.6K | $107M | — | New |
| MERCER GLOBAL ADVISORS INC /ADV | 275.7K | $102.2M | −$4.4M | Cut−$3.16M |
| Lido Advisors, LLC | 275K | $101.9M | −$4.17M | Cut−$4.48M |
| WELLS FARGO & COMPANY/MN | 252.4K | $93.5M | −$4.08M | Cut−$20.7M |
| Corient Private Wealth LLC | 226.1K | $83M | −$3.4M | Cut−$2.67M |
| Bricktown Capital, LLC | 222.5K | $82.5M | −$3.26M | Added$4.53M |
| BLAIR WILLIAM & CO/IL | 194.2K | $72M | −$3.14M | Cut−$4.86M |
| IEQ CAPITAL, LLC | 174.8K | $64.8M | −$2.83M | Cut−$2.82M |
| GM Advisory Group, LLC | 173.1K | $64.2M | −$2.8M | Cut−$4.43M |
| Geneos Wealth Management Inc. | 170.5K | $63.2M | −$2.54M | Added$2.52M |
| STEPHENS INC /AR/ | 164.2K | $60.9M | −$2.54M | Added$93.7K |
| CAPTRUST FINANCIAL ADVISORS | 163.6K | $60.6M | −$2.65M | Cut−$36.4M |
| BROWN ADVISORY INC | 160.4K | $59.5M | −$2.58M | Cut−$2.36M |
| BANK OF NOVA SCOTIA | 159.7K | $59.2M | −$2.58M | Cut−$2.58M |
| DAVIS R M INC | 159.7K | $59.2M | −$2.58M | Cut−$2.58M |
| RAYMOND JAMES FINANCIAL INC | 156.2K | $57.9M | −$2.27M | Added$3.49M |
| Calamos Advisors LLC | 153.9K | $57.1M | — | New |
| Calamos Wealth Management LLC | 153.9K | $57.1M | −$2.49M | Cut−$3.83M |
| Waverly Advisors, LLC | 149.8K | $55.5M | −$2.42M | Cut−$3.31M |
| Cetera Investment Advisers | 149.2K | $55.3M | −$2.41M | Cut−$4.25M |
| FIFTH THIRD BANCORP | 146.6K | $54.4M | −$1.08M | Added$28.4M |
| COMMERCE BANK | 145.4K | $53.9M | −$2.34M | Cut−$2.15M |
| FRANKLIN RESOURCES INC | 144.1K | $53.4M | −$2.18M | Added$1.19M |
| Proficio Capital Partners LLC | 143.7K | $53.3M | −$2.32M | Cut−$6.11M |
| Beacon Pointe Advisors, LLC | 141.4K | $52.4M | −$2.29M | Cut−$15M |
| Ballentine Partners, LLC | 139K | $51.5M | −$2.13M | Added$569.8K |
| FFT WEALTH MANAGEMENT LLC | 137.9K | $51.1M | −$2.21M | Cut−$1.76M |
| Mill Creek Capital Advisors, LLC | 130.7K | $48.4M | −$2.08M | Cut−$1.36M |
| Cresset Asset Management, LLC | 127.4K | $47.2M | −$1.9M | Added$1.73M |
| Cerity Partners LLC | 124.6K | $46.2M | −$404.6K | Added$36.5M |
| Wind River Trust Co | 124K | $46M | −$2.01M | Cut−$2.01M |
| Icahn Capital | 122.7K | $45.5M | −$1.68M | Added$5.37M |
| Caprock Group, LLC | 120.7K | $44.8M | −$1.95M | Cut−$3.7M |
| JONES FINANCIAL COMPANIES LLLP | 115.3K | $41.7M | −$2.6M | Added$1.66M |
| PENNINGTON PARTNERS & CO., LLC | 112.1K | $41.6M | −$1.58M | Added$3.77M |
| COMMONWEALTH EQUITY SERVICES, LLC | 110.2K | $40.8M | −$1.6M | Added$2.53M |
| AlphaCore Capital LLC | 106.6K | $39.5M | −$1.72M | Cut−$3.19M |
| Clearstead Advisors, LLC | 103.7K | $38.5M | −$1.65M | Cut−$995.8K |
| OSAIC HOLDINGS, INC. | 99K | $36.7M | −$1.6M | Cut−$1.49M |
| ENVESTNET ASSET MANAGEMENT INC | 95.5K | $35.4M | −$1.54M | Cut−$8.44M |
| Tanglewood Wealth Management, Inc. | 93.3K | $34.6M | −$1.21M | Added$5.68M |
| Mariner, LLC | 91.8K | $34M | −$1.5M | Cut−$4.08M |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 86.8K | $32.2M | −$773.6K | Added$13.7M |
| BANK OF MONTREAL /CAN/ | 81.2K | $30.1M | −$1.31M | Cut−$4.14M |
| HB Wealth Management, LLC | 80.3K | $29.8M | −$1.29M | Cut−$1.15M |
| Waldron Private Wealth LLC | 80.1K | $29.7M | −$1.3M | Cut−$2.19M |
| Provenance Wealth Advisors, LLC | 79.4K | $29.4M | −$1.28M | Cut−$2.56M |
| Brooklyn FI, LLC | 77.9K | $28.9M | −$1.1M | Added$2.58M |
| Rockefeller Capital Management L.P. | 75.4K | $27.9M | −$1.22M | Cut−$1.77M |
| Savant Capital, LLC | 74.3K | $27.5M | −$1.1M | Added$1.12M |
| Great Diamond Partners, LLC | 72.1K | $26.7M | −$1.17M | Cut−$1.9M |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 71.2K | $26.4M | −$1.09M | Added$358.7K |
| Laird Norton Wetherby Trust Company, LLC | 70.9K | $26.3M | −$1.15M | Cut−$1.53M |
| Finley Financial, LLC | 70.7K | $26.2M | −$1.14M | Cut−$1.57M |
| Portfolio Strategies, Inc. | 70.3K | $26.1M | −$1.14M | Cut−$1.44M |
| EPIQ PARTNERS, LLC | 67.6K | $25M | −$1.02M | Added$720.9K |
| US BANCORP \DE\ | 64.6K | $24M | −$1.04M | Cut−$6.86M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 62.4K | $23.1M | — | Held |
| ROYAL BANK OF CANADA | 61K | $22.6M | −$987K | Cut−$23.2M |
| Trajan Wealth LLC | 59.2K | $21.9M | −$939.4K | Cut−$545.8K |
| Stairway Partners, LLC | 58.6K | $21.7M | −$947.2K | Cut−$947.2K |
| JOHNSON INVESTMENT COUNSEL INC | 58.2K | $21.6M | −$936.8K | Cut−$856.3K |
| Truepoint, Inc. | 58.1K | $21.5M | −$939.8K | Cut−$1.11M |
| Diversified Portfolios, Inc. | 56.4K | $20.9M | −$911.3K | Cut−$955.4K |
| Strategic Equity Management | 56.2K | $20.8M | −$905.8K | Cut−$845.8K |
| CITIZENS FINANCIAL GROUP INC/RI | 54.2K | $20.1M | −$876.2K | Cut−$1.71M |
| Greenspring Advisors, LLC | 53.7K | $19.9M | −$868.5K | Cut−$1.07M |
| TRUIST FINANCIAL CORP | 52.1K | $19.3M | −$828.7K | Cut−$517.3K |
| Compass Financial Group, Inc. | 50.7K | $18.8M | −$819.8K | Cut−$1.16M |
| Forvis Mazars Wealth Advisors, LLC | 49.7K | $18.4M | −$803.6K | Cut−$843.8K |
| CITIGROUP INC | 47K | $17.4M | −$722.6K | Added$121.8K |
| NEPC LLC | 46K | $17.1M | −$743.2K | Cut−$717.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 45.6K | $16.9M | −$737.4K | Cut−$863.9K |
| KDK Private Wealth Management, LLC | 44.8K | $16.6M | −$723.2K | Cut−$857K |
| Creative Planning | 44.6K | $16.5M | −$674K | Added$402.5K |
| Balentine LLC | 43.8K | $16.3M | −$709.2K | Cut−$1.85M |
| Embree Financial Group | 42.8K | $15.9M | −$658.2K | Added$103.5K |
| CWM, LLC | 42.6K | $15.8M | $15.5M | Added$15.8M |
| Crestwood Advisors Group, LLC | 42.5K | $15.8M | −$687.4K | Cut−$677.1K |
| Fund Evaluation Group, LLC | 42.5K | $15.8M | −$687.5K | Cut−$687.5K |
| Moss Adams Wealth Advisors LLC | 41.9K | $15.5M | −$677.7K | Cut−$3.41M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 41.9K | $15.5M | −$681.6K | Cut−$1.27M |
| Wealthspire Advisors, LLC | 41.4K | $15.3M | −$669.2K | Cut−$3.57M |
| FIRST HORIZON CORP | 41.2K | $15.3M | −$666.7K | Cut−$666.7K |
| Kestra Advisory Services, LLC | 41.2K | $15.3M | −$650.1K | Cut−$273.5K |
| MONEYWISE, INC. | 40.3K | $14.9M | −$639.3K | Cut−$360.2K |
| AlTi Global, Inc. | 40K | $14.8M | −$645.4K | Cut−$602.8K |
| WHITTIER TRUST CO OF NEVADA INC | 38K | $14.3M | −$686.3K | Cut−$5.1M |
| HANOVER ADVISORS INC | 38.2K | $14.2M | −$617.1K | Cut−$671.2K |
| Quantinno Capital Management LP | 37.4K | $13.9M | −$570.9K | Added$196.4K |
| Ipswich Investment Management Co., Inc. | 36.8K | $13.7M | −$595.7K | Cut−$1.17M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 35.9K | $13.4M | −$708.5K | Cut−$3.18M |
| Allen Investment Management, LLC | 35.1K | $13M | −$568.1K | Cut−$568.1K |
| Tanager Wealth Management LLP | 35.1K | $13M | −$567.5K | Cut−$1.24M |
| WHITTIER TRUST CO | 32.6K | $12.3M | −$387.5K | Added$3.82M |
| JFS WEALTH ADVISORS, LLC | 32.4K | $12M | −$523.5K | Cut−$866.6K |
| Conservest Capital Advisors, Inc. | 31.2K | $11.6M | −$504.4K | Cut−$1.78M |
| UMB Bank, n.a. | 29.9K | $11.1M | −$484.1K | Cut−$814.1K |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 29.9K | $11.1M | −$482.5K | Cut−$460.2K |
| jvl associates llc | 29.1K | $10.8M | −$471K | Cut−$471K |
| STIFEL FINANCIAL CORP | 28.8K | $10.7M | −$467K | Cut−$1.29M |
| Allspring Global Investments Holdings, LLC | 28.8K | $10.7M | −$421.5K | Added$594.2K |
| One Day In July LLC | 28.7K | $10.6M | −$416.1K | Added$674.9K |
| Post Resch Tallon Group Inc. | 28.1K | $10.5M | −$366K | Added$46.1K |
| ALLIANCEBERNSTEIN L.P. | 26.5K | $10.2M | $0 | Cut−$6.96K |
| GLENMEDE TRUST CO NA | 27.4K | $10.2M | −$443.6K | Cut−$722.1K |
| Pathstone Holdings, LLC | 26.8K | $9.94M | −$414.8K | Added$13.3K |
| BigSur Wealth Management LLC | 25.2K | $9.34M | −$407.5K | Cut−$2.92M |
| CIBC Bancorp USA Inc. | 25K | $9.17M | — | Held |
| REBALANCE, LLC | 24.7K | $9.17M | −$399.4K | Cut−$381.6K |
| Vanguard National Trust Co | 24.1K | $8.94M | — | Held |
| KEYBANK NATIONAL ASSOCIATION/OH | 23.5K | $8.7M | −$379.6K | Cut−$763.3K |
| NORRIS PERNE & FRENCH LLP/MI | 22.9K | $8.48M | −$370K | Cut−$370K |
| Brookstone Capital Management | 22.5K | $8.36M | −$364.7K | Cut−$10.2M |
| LCNB CORP | 22.5K | $8.34M | −$344.4K | Added$100.4K |
| Advisory Services Network, LLC | 22.5K | $8.34M | −$363.4K | Cut−$1.12M |
| Apella Capital, LLC | 20.5K | $8.29M | $358.6K | Cut−$1.98M |
| Circle Wealth Management, LLC | 22.2K | $8.21M | −$358.3K | Cut−$358.3K |
| St. Louis Trust Co | 21.8K | $8.07M | −$351.9K | Cut−$392.1K |
| Fiduciary Trust Co | 21.8K | $8.06M | −$351.8K | Cut−$840K |
| Wilmington Savings Fund Society, FSB | 21.4K | $7.94M | −$346.2K | Cut−$382.2K |
| Baird Financial Group, Inc. | 21.4K | $7.92M | −$330.3K | Added$14.5K |
| Cedar Wealth Management, LLC | 21.2K | $7.85M | −$297.4K | Added$733.5K |
| Sheridan Capital Management, LLC | 20.9K | $7.73M | −$336.3K | Cut−$313.7K |
| Citadel | 20.5K | $7.59M | −$11.8K | Added$7.3M |
| Mueller Wealth, LLC | 20.2K | $7.5M | −$315.7K | Cut−$53.3K |
| ASPIRIANT, LLC | 19.9K | $7.36M | −$321K | Cut−$2.12M |
| Arcus Capital Partners, LLC | 19.5K | $7.24M | −$185.9K | Added$2.79M |
| Legacy Trust | 18.8K | $6.99M | −$304.8K | Cut−$620.4K |
| FORTE ASSET MANAGEMENT LLC | 18.6K | $6.89M | −$300.7K | Cut−$2.14M |
| Jordan Park Group LLC | 18.5K | $6.86M | −$299.4K | Cut−$299.4K |
| ANCHYRA PARTNERS LLC | 18.5K | $6.84M | −$204.8K | Added$1.94M |
| Chicago Partners Investment Group LLC | 16.9K | $6.83M | $183.3K | Added$966.2K |
| FIRST NATIONAL BANK OF OMAHA | 18.4K | $6.71M | −$446.8K | Cut−$533K |
| WEST PACES ADVISORS INC. | 17.9K | $6.62M | −$288.8K | Cut−$317.8K |
| Elyxium Wealth, LLC | 17.7K | $6.57M | −$286.7K | Cut−$286.7K |
| New Republic Capital, LLC | 17.4K | $6.46M | −$198.2K | Added$1.72M |
| Triune Financial Partners, LLC | 17.4K | $6.44M | −$382K | Cut−$517.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17.2K | $6.36M | −$94.7K | Added$4.09M |
| WHI TRUST Co LLC | 17.1K | $6.33M | −$276.2K | Cut−$495.5K |
| U.S. Capital Wealth Advisors, LLC | 17K | $6.28M | −$274.2K | Cut−$584K |
| Winthrop Advisory Group LLC | 16.8K | $6.24M | −$267.1K | Cut−$157.1K |
| BTC Capital Management, Inc. | 16.7K | $6.19M | −$269.9K | Cut−$269.9K |
| XPONANCE LLC | 16.6K | $6.15M | −$83.8K | Added$4.15M |
| Gilbert & Cook, Inc. | 16.5K | $6.11M | −$266.6K | Cut−$303.7K |
| EP Wealth Advisors, LLC | 16.1K | $5.97M | −$260.4K | Cut−$654.2K |
| Sequoia Financial Advisors, LLC | 15.9K | $5.9M | −$257.1K | Cut−$301.6K |
| MISSION WEALTH MANAGEMENT, LP | 15.7K | $5.82M | −$253.7K | Cut−$323.3K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 15.5K | $5.73M | −$249.9K | Cut−$1.16M |
| Summit Trail Advisors, LLC | 15.4K | $5.72M | −$222.2K | Added$406.1K |
| Aries Wealth Management | 15.3K | $5.67M | −$247.3K | Cut−$247.3K |
| Midwest Professional Planners, LTD. | 15.1K | $5.58M | −$237.8K | Cut−$112.5K |
| Curi Capital, LLC | 15K | $5.55M | −$242.1K | Cut−$321.4K |
| KLINGENSTEIN FIELDS & CO LP | 14.9K | $5.53M | −$241.1K | Cut−$230.7K |
| Private Advisor Group, LLC | 14.7K | $5.45M | −$235.5K | Cut−$187.3K |
| COZAD ASSET MANAGEMENT INC | 14.7K | $5.44M | −$236.1K | Cut−$206.4K |
| Ascent Wealth Partners, LLC | 14.6K | $5.41M | −$236.1K | Cut−$1.18M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 14.6K | $5.41M | −$236K | Cut−$236K |
| MML INVESTORS SERVICES, LLC | 14.6K | $5.41M | −$235.8K | Cut−$1.89M |
| Financial Council, LLC | 14.5K | $5.38M | −$234.6K | Cut−$294.5K |
| Sowell Financial Services LLC | 14K | $5.2M | −$218.7K | Cut−$38.2K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 14K | $5.2M | −$226.9K | Cut−$230.8K |
| William Howard & Co Financial Advisors Inc | 13.8K | $5.11M | −$222.5K | Cut−$414.4K |
| Aquire Wealth Advisors, LLC | 13.4K | $4.97M | −$216.6K | Cut−$218.2K |
| Greenline Partners, LLC | 13.2K | $4.91M | −$214.2K | Cut−$214.2K |
| Bleakley Financial Group, LLC | 13.2K | $4.9M | — | New |
| MPS Loria Financial Planners, LLC | 12.9K | $4.78M | −$205.8K | Cut−$139.8K |
| LOWE BROCKENBROUGH & CO INC | 12.7K | $4.7M | −$204.9K | Cut−$204.9K |
| ZACKS INVESTMENT MANAGEMENT | 12.5K | $4.65M | −$202.6K | Cut−$10.1M |
| Prime Capital Investment Advisors, LLC | 12.3K | $4.57M | −$198.8K | Cut−$184.7K |
| BNP PARIBAS FINANCIAL MARKETS | 12.3K | $4.56M | −$134.7K | Added$1.34M |
| Blue Fin Capital, Inc. | 12.2K | $4.51M | −$196.5K | Cut−$203.5K |
| SIMON QUICK ADVISORS, LLC | 12.1K | $4.5M | −$184.5K | Added$90.6K |
| Equitable Holdings, Inc. | 11.4K | $4.4M | −$1.51K | Added$256.8K |
| Savvy Advisors, Inc. | 11.9K | $4.4M | −$191.7K | Cut−$470.7K |
| Lutz Financial Services LLC | 11.9K | $4.39M | −$191.7K | Cut−$315.9K |
| MAI Capital Management | 11.8K | $4.36M | −$180.7K | Added$38.4K |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 11.3K | $4.18M | −$174K | Added$20.3K |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 11.3K | $4.17M | −$182K | Cut−$182K |
| Intelligence Driven Advisers, LLC | 11.2K | $4.17M | −$181.9K | Cut−$404.7K |
| First Heartland Consultants, Inc. | 10.7K | $3.98M | −$173.6K | Cut−$223.9K |
| Single Point Partners, LLC | 10.7K | $3.96M | −$172.9K | Cut−$170.7K |
| SAX WEALTH ADVISORS, LLC | 10.1K | $3.93M | $0 | Held |
| Chesapeake Wealth Management | 10.3K | $3.83M | −$166.9K | Cut−$205.2K |
| CERTUITY, LLC | 10.3K | $3.81M | −$166K | Cut−$160K |
| NORDEN GROUP LLC | 10.2K | $3.79M | −$165.5K | Cut−$442.9K |
| McClarren Financial Advisors, Inc. | 10.2K | $3.76M | −$1.52M | Cut−$159K |
| Mosaic Advisors LLC | 9.25K | $3.76M | $147.4K | Added$816.1K |
| Stratos Wealth Partners, LTD. | 9.98K | $3.7M | −$160.5K | Cut−$137.1K |
| Sand Hill Global Advisors, LLC | 9.64K | $3.57M | −$155.9K | Cut−$186.1K |
| Alesco Advisors LLC | 9.61K | $3.56M | −$155.4K | Cut−$155.4K |
| Zhang Financial LLC | 9.55K | $3.54M | −$154.3K | Cut−$348.1K |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 9.4K | $3.49M | −$152.1K | Cut−$152.1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9.37K | $3.47M | −$151.5K | Cut−$4.66M |
| Institute for Wealth Management, LLC. | 9.36K | $3.47M | −$151.4K | Cut−$151.4K |
| Simmons Bank | 9.36K | $3.47M | −$151.4K | Cut−$340.6K |
| Concurrent Investment Advisors, LLC | 9.14K | $3.39M | −$147.5K | Cut−$33.3M |
| CAHILL FINANCIAL ADVISORS INC | 9.03K | $3.35M | −$145.8K | Cut−$144.7K |
| Family Office Research LLC | 9.02K | $3.34M | −$177.4K | Cut−$187.9K |
| Lakeshore Financial Planning, Inc. | 8.9K | $3.3M | −$143.9K | Cut−$224.7K |
| Foundation Wealth Management, LLC\PA | 8.78K | $3.25M | −$141.8K | Cut−$139.2K |
| Integrated Wealth Concepts LLC | 8.67K | $3.21M | −$68.4K | Added$1.58M |
| WASHINGTON TRUST Co | 8.64K | $3.2M | −$139.7K | Cut−$376.4K |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 8.43K | $3.13M | −$136.4K | Cut−$136.4K |
| FIRST HAWAIIAN BANK | 8.29K | $3.07M | −$134K | Cut−$217.6K |
| BOK Financial Private Wealth, Inc. | 8.1K | $3M | −$131K | Cut−$235.9K |
| Evelyn Partners Asset Management Ltd | 8.09K | $3M | −$131.1K | Cut−$127.7K |
| MATRIX PRIVATE CAPITAL GROUP LLC | 7.99K | $2.96M | −$129.2K | Cut−$206.6K |
| Chokshi & Queen Wealth Advisors, Inc | 7.99K | $2.96M | −$128.8K | Cut−$121.4K |
| NewEdge Wealth, LLC | 7.93K | $2.94M | −$127.5K | Cut−$109.7K |
| Vise Technologies, Inc. | 7.58K | $2.93M | $0 | Held |
| Sigma Planning Corp | 7.68K | $2.85M | −$90.7K | Added$682.1K |
| PLANNING ALTERNATIVES LTD /ADV | 7.56K | $2.8M | −$122.2K | Cut−$122.2K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 7.49K | $2.78M | −$117.7K | Cut−$38K |
| PRUDENTIAL FINANCIAL INC | 7.44K | $2.76M | −$133K | Added$37.5K |
| Meridian Financial Partners LLC | 7.3K | $2.74M | −$95.9K | Added$320.2K |
| Badgley Phelps Wealth Managers, LLC | 7.36K | $2.73M | −$109.9K | Added$106.2K |
| RENASANT BANK | 7.33K | $2.72M | −$118.5K | Cut−$118.5K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 7.29K | $2.7M | −$117.9K | Cut−$143.8K |
| Pinnacle Financial Partners, Inc. | 7.27K | $2.69M | −$107.9K | Added$112.7K |
| Financial Engines Advisors L.L.C. | 7.26K | $2.69M | −$117.4K | Cut−$197.1K |
| JMG Financial Group, Ltd. | 7.23K | $2.68M | −$117K | Cut−$129.7K |
| Wedmont Private Capital | 6.83K | $2.63M | −$47K | Cut−$841.6K |
| CITY HOLDING CO | 7.04K | $2.61M | −$113.9K | Cut−$429.1K |
| GC Wealth Management RIA, LLC | 7.03K | $2.61M | −$73.5K | Added$848K |
| Orion Porfolio Solutions, LLC | 7.01K | $2.6M | −$113.3K | Cut−$4.57M |
| Fonville Wealth Management LLC | 6.89K | $2.55M | −$111.4K | Cut−$149.7K |
| XY Planning Network, Inc. | 6.71K | $2.5M | −$91.2K | Cut−$200.7K |
| IMA Advisory Services, Inc. | 6.69K | $2.48M | −$108.2K | Cut−$108.2K |
| OpenArc Corporate Advisory, LLC | 6.63K | $2.46M | −$101.7K | Added$41K |
| Avant Financial Advisors LLC | 6.48K | $2.4M | −$94.4K | Added$144.3K |
| American State Bank (Iowa) | 6.47K | $2.4M | −$104.6K | Cut−$104.6K |
Who left
- FIRST TRUST ADVISORS LP$27.6M
- Humankind Investments LLC$9.5M
- NewEdge Advisors, LLC$7.6M
- Moran Wealth Management, LLC$7.22M
- Integrated Advisors Network LLC$3.18M
- Renaissance Technologies$2.97M
- TOCQUEVILLE ASSET MANAGEMENT L.P.$1.99M
- Envestnet Portfolio Solutions, Inc.$1.33M
- JANE STREET GROUP, LLC$1.32M
- Paulson Wealth Management Inc.$1.14M
- IFG Advisory, LLC$1.02M
- Atria Investments, Inc$1.01M
- Waterloo Capital, L.P.$995.4K
- J.W. COLE ADVISORS, INC.$939.9K
- COLDSTREAM CAPITAL MANAGEMENT INC$928.8K
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.