Stock
Reported value
$5.62B
Holders
835
+52 new · −47 exited
Holders’ est. mark
$33.6M
Price effect on 240 books still in the name
Largest holder
$542.6M
Fidelity
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $542.6M
- Citadel0.0% · $3.84M
- Icahn Capital0.0% · $2.12M
- Renaissance Technologies0.0% · $384.3K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Fidelity | 4.09M | $542.6M | $3.47M | Added$41.1M |
| MORGAN STANLEY | 4.04M | $535.4M | $3.64M | Added$8.93M |
| WELLS FARGO & COMPANY/MN | 3.44M | $455.5M | $3.13M | Cut−$8.51M |
| BANK OF AMERICA CORP /DE/ | 2.4M | $318.3M | $2.16M | Added$6.12M |
| UBS Group AG | 2.24M | $296.4M | $1.95M | Added$14.9M |
| ENVESTNET ASSET MANAGEMENT INC | 2.19M | $290.8M | $1.69M | Added$45.8M |
| PNC Financial Services Group, Inc. | 1.35M | $178.9M | $1.22M | Added$2.5M |
| D.A. DAVIDSON & CO. | 1.09M | $144.6M | $958.3K | Added$6M |
| RAYMOND JAMES FINANCIAL INC | 922.8K | $122.3M | $724.6K | Added$17.5M |
| Cullen/Frost Bankers, Inc. | 825.3K | $109.4M | $751.1K | Cut−$41.4K |
| LPL Financial LLC | 772.2K | $102.3M | $702.7K | Cut−$2.77M |
| NORTHERN TRUST CORP | 672.2K | $89.1M | $611.7K | Added$587.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 639.3K | $84.7M | $576.4K | Added$1.34M |
| Financial Engines Advisors L.L.C. | 625.3K | $82.9M | $569.1K | Cut−$4.33M |
| AMERIPRISE FINANCIAL INC | 599.7K | $79.6M | $689K | Cut−$13.2M |
| ROYAL BANK OF CANADA | 558.5K | $74M | $489.4K | Added$3.19M |
| JPMORGAN CHASE & CO | 438.2K | $56.7M | −$943.8K | Cut−$265.9K |
| Bank of New York Mellon Corp | 407.8K | $54M | $371.2K | Cut−$591.8K |
| JONES FINANCIAL COMPANIES LLLP | 412.8K | $53.6M | −$531.2K | Added$15.5M |
| HighTower Advisors, LLC | 380.2K | $50.4M | $349K | Cut−$5.31M |
| Baird Financial Group, Inc. | 341.4K | $45.2M | $310.6K | Cut−$75.6K |
| MAI Capital Management | 325.1K | $43.1M | $295.9K | Cut−$319.3K |
| MIDLAND WEALTH ADVISORS, LLC | 286.7K | $38M | $260.9K | Cut−$2.51M |
| Wilmington Savings Fund Society, FSB | 283.5K | $37.6M | $258K | Cut−$1.4M |
| BOKF, NA | 269K | $35.6M | $244.2K | Added$322.8K |
| Cerity Partners LLC | 266K | $35.2M | $208.2K | Added$4.99M |
| World Investment Advisors | 265.4K | $35.2M | $232.8K | Added$1.5M |
| Rehmann Capital Advisory Group | 252.3K | $33.4M | −$38.3K | Added$1.89M |
| COMMONWEALTH EQUITY SERVICES, LLC | 236.3K | $31.3M | $215K | Cut−$1.78M |
| Willis Johnson & Associates, Inc. | 234.4K | $31.1M | $213.3K | Cut−$1.21M |
| COURIER CAPITAL LLC | 224.2K | $29.7M | $204.1K | Cut−$2.38M |
| Rockefeller Capital Management L.P. | 224.2K | $29.7M | $198.5K | Added$989.2K |
| TRUIST FINANCIAL CORP | 221K | $29.3M | $201.1K | Cut−$119.8K |
| Creative Planning | 200.4K | $26.6M | $182.4K | Cut−$2.29M |
| KEYBANK NATIONAL ASSOCIATION/OH | 179.2K | $23.7M | $163.1K | Cut−$137.4K |
| Lido Advisors, LLC | 176.6K | $23.4M | $401.7K | Added$2.02M |
| Mariner, LLC | 174.2K | $23.1M | $156.1K | Added$458.1K |
| BANK OF MONTREAL /CAN/ | 164.6K | $21.8M | $149.8K | Cut−$1.26M |
| AlphaCore Capital LLC | 162.6K | $21.5M | $147.8K | Cut−$218.9K |
| FIFTH THIRD BANCORP | 155.8K | $20.6M | $65.6K | Added$11.2M |
| Sterling Financial Planning, Inc. | 153.9K | $20.4M | $139.3K | Added$259.9K |
| BNP PARIBAS FINANCIAL MARKETS | 150K | $19.9M | $45.8K | Added$13.3M |
| Vestmark Advisory Solutions, Inc. | 145.4K | $19.3M | $130.6K | Added$389.7K |
| Wealthspire Advisors, LLC | 138.7K | $18.4M | $126.3K | Cut−$45K |
| Focus Partners Wealth | 131.5K | $17.4M | $119K | Added$237.9K |
| Lutz Financial Services LLC | 118.8K | $15.7M | $108.2K | Cut−$53.2K |
| OSAIC HOLDINGS, INC. | 108.4K | $14.4M | $97.5K | Cut−$284.3K |
| Texas Yale Capital Corp. | 108.4K | $14.4M | $98.7K | Cut−$394.8K |
| MERCER GLOBAL ADVISORS INC /ADV | 106.5K | $14.1M | $39.4K | Added$8.41M |
| Steward Partners Investment Advisory, LLC | 104.5K | $13.8M | $94.9K | Added$114.4K |
| Cetera Investment Advisers | 103.3K | $13.7M | $86.5K | Added$1.17M |
| Kestra Advisory Services, LLC | 102.8K | $13.6M | $88.8K | Added$781K |
| Corient Private Wealth LLC | 102.8K | $13.6M | $92.2K | Cut−$802.3K |
| GHP Investment Advisors, Inc. | 102.4K | $13.6M | $93.3K | Cut−$45.2K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 102.2K | $13.5M | $93K | Cut−$223.4K |
| HSBC HOLDINGS PLC | 100.7K | $13.3M | $237 | Added$13.1M |
| Cassaday & Co Wealth Management LLC | 97.1K | $12.9M | $88.4K | Cut−$101.7K |
| Salomon & Ludwin, LLC | 96.5K | $12.9M | −$146K | Cut−$738.7K |
| 1834 INVESTMENT ADVISORS CO | 95K | $12.6M | $86.4K | Cut−$507.2K |
| FIRST MERCHANTS CORP | 93.3K | $12.4M | $84.9K | Cut−$190.2K |
| Omega Financial Group, LLC | 91.2K | $12.1M | $81K | Added$364.8K |
| Asset Management Group, Inc. | 89.5K | $11.9M | $81.4K | Added$57.4K |
| STIFEL FINANCIAL CORP | 88.5K | $11.7M | $81.1K | Cut−$740.1K |
| Ellis Investment Partners, LLC | 85.1K | $11.3M | $77.4K | Cut−$123.7K |
| MML INVESTORS SERVICES, LLC | 84.3K | $11.2M | $76.7K | Cut−$1.03M |
| Dakota Wealth Management | 84K | $11.1M | $73.4K | Added$506.8K |
| PW Nova Financial Services LLC | 82.8K | $11M | −$47K | Added$87.7K |
| Balance Wealth, LLC | 81.7K | $10.8M | $74.2K | Cut−$5.61M |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 80.7K | $10.7M | $73.5K | Cut−$102.4K |
| Mesirow Financial Investment Management, Inc. | 80K | $10.6M | $60.1K | Added$1.84M |
| REGIONS FINANCIAL CORP | 78.4K | $10.4M | $70.4K | Added$202.3K |
| Mill Creek Capital Advisors, LLC | 72.2K | $9.56M | $65.7K | Added$65.7K |
| US BANCORP \DE\ | 67.5K | $8.95M | $61.2K | Cut−$123.6K |
| CAPTRUST FINANCIAL ADVISORS | 62.9K | $8.33M | $56.8K | Added$133.3K |
| LMG Wealth Partners, LLC | 62.8K | $8.32M | $56.8K | Added$99.2K |
| OFS Enterprise LLC | 61.3K | $8.13M | — | Held |
| InvesTrust | 59.6K | $7.9M | $54.3K | Added$54.3K |
| Flaharty Asset Management, LLC | 59.3K | $7.86M | $54.1K | Cut−$91.8K |
| Causey Wealth LLC | 59K | $7.82M | $53.7K | Cut−$886.7K |
| DDFG, Inc | 58.5K | $7.75M | $52.2K | Added$224K |
| Pinnacle Financial Partners, Inc. | 57K | $7.55M | $50.7K | Added$265K |
| MFA WEALTH ADVISORS, LLC | 56.8K | $7.52M | $45.1K | Added$1M |
| Summit Financial, LLC | 56.7K | $7.52M | $48.2K | Added$541.7K |
| Arkadios Wealth Advisors | 56.4K | $7.47M | $50.8K | Added$127K |
| Bryn Mawr Trust Advisors, LLC | 55.4K | $7.34M | $35.4K | Added$2.22M |
| IFP Advisors, Inc | 54.3K | $7.19M | $49.4K | Added$53.7K |
| Foundation Wealth Management, LLC | 53.4K | $7.08M | $39.6K | Added$791.7K |
| MidFirst Bank | 53.2K | $7.05M | $48.4K | Cut−$188.1K |
| BlackRock, Inc. | 52.3K | $6.93M | $47.6K | Cut−$92.2K |
| Asset Dedication, LLC | 50.8K | $6.73M | $46.1K | Cut−$79.5K |
| First Citizens Financial Corp | 50.4K | $6.68M | $45.9K | Cut−$26.5K |
| BECKER CAPITAL MANAGEMENT INC | 48.8K | $6.47M | $44.4K | Added$44.4K |
| GREENLEAF TRUST | 48.6K | $6.44M | $44.3K | Cut−$258.4K |
| M&T Bank Corp | 48.5K | $6.42M | $44.1K | Cut−$65.5K |
| Ullmann Wealth Partners Group, LLC | 48.3K | $6.4M | $225.4K | Cut−$285.9K |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 48.1K | $6.37M | — | New |
| Hudson Capital Management LLC | 47.7K | $6.32M | $40.7K | Added$425.2K |
| D.B. Root & Company, LLC | 47.3K | $6.26M | $41.1K | Added$307K |
| JFS WEALTH ADVISORS, LLC | 46.5K | $6.17M | $42.3K | Cut−$172.3K |
| Prospera Financial Services Inc | 46.4K | $6.14M | $4.96K | Added$5.26M |
| Broadview Financial Management, LLC | 44.4K | $5.88M | $40.4K | Added$36.6K |
| PITTENGER & ANDERSON INC | 44.4K | $5.88M | $40.4K | Added$4.6K |
| Associated Banc-Corp | 43K | $5.7M | $39.1K | Cut−$118.1K |
| HUNTINGTON NATIONAL BANK | 42.8K | $5.67M | $38.9K | Cut−$579.8K |
| GOLDMAN SACHS GROUP INC | 42.7K | $5.66M | $25.7K | Added$1.94M |
| NOVEM GROUP | 41.9K | $5.55M | $36.9K | Added$238.1K |
| BKM Wealth Management, LLC | 41.7K | $5.53M | $37.9K | Added$7.38K |
| Waverly Advisors, LLC | 40.6K | $5.38M | $36.1K | Added$159K |
| Ironwood Financial, llc | 40.2K | $5.33M | −$200.3K | Cut−$294.9K |
| Cordatus Wealth Management LLC | 39.9K | $5.28M | — | New |
| Idaho Trust Co | 39.7K | $5.26M | $28.4K | Added$1.16M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 66.3K | $5.21M | −$3.86M | Cut−$9.09M |
| Ifrah Financial Services, Inc. | 39.3K | $5.2M | $35.8K | Added$22.5K |
| ETF Portfolio Partners, Inc. | 38.8K | $5.14M | $35.3K | Cut−$150.7K |
| Envestnet Portfolio Solutions, Inc. | 38.7K | $5.13M | $35.2K | Cut−$3.5M |
| Bleakley Financial Group, LLC | 35.8K | $4.75M | $32.7K | Added$10.7K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 35.3K | $4.68M | $31.6K | Added$120.4K |
| Csenge Advisory Group | 35.3K | $4.68M | $32.1K | Cut−$320.5K |
| Private Advisor Group, LLC | 35.2K | $4.67M | $32K | Added$8.46K |
| CFS Investment Advisory Services, LLC | 32.9K | $4.66M | $325.3K | Added$263.1K |
| SMITH CHAS P & ASSOCIATES PA CPAS | 34.4K | $4.56M | $31.4K | Added$5.69K |
| JNBA Financial Advisors | 34.1K | $4.52M | $31K | Cut−$130.6K |
| Net Worth Advisory Group | 34.1K | $4.52M | $30.9K | Added$49.6K |
| Trail Ridge Investment Advisors, LLC | 32.4K | $4.29M | $29.5K | Cut−$6.21K |
| Brightwater Advisory LLC | 32.3K | $4.27M | $29.3K | Cut−$66.5K |
| Fifth Third Wealth Advisors LLC | 32.2K | $4.26M | $29.3K | Cut−$86.4K |
| Sequoia Financial Advisors, LLC | 31.7K | $4.2M | $28.8K | Added$28.8K |
| Astra Wealth Partners LLC | 31.5K | $4.18M | $27.4K | Added$223.6K |
| Goelzer Investment Management, Inc. | 31.1K | $4.12M | $28.2K | Added$40.7K |
| Soltis Investment Advisors LLC | 30.5K | $4.04M | $26.2K | Added$251.2K |
| Modera Wealth Management, LLC | 29.9K | $3.97M | $27.3K | Added$27.3K |
| Midwest Trust Co | 29.9K | $3.96M | $27K | Added$59.3K |
| HB Wealth Management, LLC | 29.7K | $3.93M | $26.2K | Added$142.3K |
| Sanctuary Advisors, LLC | 29.4K | $3.89M | $26.8K | Cut−$282.7K |
| Citadel | 29K | $3.84M | — | New |
| Pathstone Holdings, LLC | 28.8K | $3.81M | $26.2K | Cut−$1.65M |
| River Wealth Advisors LLC | 28.7K | $3.8M | $26K | Cut−$20.6K |
| Cranbrook Wealth Management, LLC | 28.7K | $3.8M | $26.1K | Cut−$142.9K |
| LTG Capital LLC | 28.1K | $3.72M | $25.6K | Cut−$31.4K |
| Beacon Pointe Advisors, LLC | 28K | $3.7M | $25.4K | Cut−$101.2K |
| Whitaker-Myers Wealth Managers, LTD. | 27.7K | $3.67M | $21.6K | Added$548K |
| Glass Jacobson Investment Advisors llc | 27.6K | $3.66M | $25.1K | Added$11K |
| CIBC WORLD MARKET INC. | 27.6K | $3.66M | $25.1K | Cut−$1.62M |
| HANCOCK WHITNEY CORP | 25.6K | $3.64M | $44.9K | Added$3.09M |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 27.5K | $3.64M | $18.6K | Added$948K |
| WHITTIER TRUST CO OF NEVADA INC | 27.2K | $3.64M | −$65.5K | Cut−$106.4K |
| NorthCrest Asset Manangement, LLC | 27.2K | $3.62M | −$44.1K | Cut−$467.5K |
| Alesco Advisors LLC | 27.3K | $3.62M | $24.8K | Cut−$19K |
| Ashton Thomas Private Wealth, LLC | 27.3K | $3.61M | $24.8K | Added$11K |
| ANB BANK | 26K | $3.45M | $23.6K | Added$32.5K |
| Neumann Capital Management, LLC | 26K | $3.44M | $23.6K | Cut−$101.5K |
| Heritage Wealth Advisors | 28.7K | $3.37M | $152.9K | Cut−$868.7K |
| Campion Asset Management | 25K | $3.32M | $22.8K | Cut−$7.35K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 24K | $3.18M | $21.9K | Cut−$4.67K |
| Prosperity Planning, Inc. | 23.7K | $3.13M | $21.5K | Cut−$2.42K |
| Members Trust Co | 23.5K | $3.12M | $21.4K | Cut−$50.4K |
| FIRST HAWAIIAN BANK | 23.2K | $3.08M | $21.1K | Cut−$38.6K |
| &PARTNERS | 23K | $3.06M | $25.2K | Added$781.9K |
| JMAC ENTERPRISES LLC | 22.4K | $2.96M | $20.3K | Added$20.3K |
| Nikulski Financial, Inc. | 21.8K | $2.89M | $19.9K | Cut−$151.5K |
| SNS Financial Group, LLC | 21.8K | $2.88M | $19.8K | Cut−$22K |
| Heritage Wealth Management, Inc. /CA/ | 21.4K | $2.83M | $18K | Added$240.6K |
| Columbia Bank | 21.4K | $2.83M | $18K | Added$222.6K |
| COMMERCE BANK | 21.2K | $2.81M | $18.9K | Added$82.1K |
| Cooke Wealth Management, LLC | 21.2K | $2.8M | −$114.5K | Cut−$85.5K |
| RWA WEALTH PARTNERS, LLC | 20.4K | $2.7M | $18.7K | Added$21.6K |
| UMB Bank, n.a. | 20.4K | $2.7M | $18.5K | Cut−$108.7K |
| Guidance Point Advisors, LLC | 20.2K | $2.68M | $18.5K | Added$27.4K |
| Bragg Financial Advisors, Inc | 19.9K | $2.64M | $18.1K | Added$24.2K |
| OPPENHEIMER & CO INC | 19.6K | $2.6M | $17.7K | Added$34.6K |
| Federation des caisses Desjardins du Quebec | 19.5K | $2.58M | — | New |
| Advisory Services Network, LLC | 19.4K | $2.57M | $17.6K | Added$40.1K |
| Heck Capital Advisors, LLC | 19.4K | $2.56M | $17.6K | Cut−$317.5K |
| Stokes Family Office, LLC | 19.2K | $2.55M | $17.5K | Cut−$10.8K |
| Allegheny Financial Group | 19.2K | $2.54M | $17.4K | Added$19.1K |
| Axis Wealth Partners, LLC | 19K | $2.52M | $17.3K | Cut−$32.4K |
| TIEMANN INVESTMENT ADVISORS, LLC | 19K | $2.52M | $17.2K | Added$25.2K |
| Factorial Partners, LLC | 18.9K | $2.5M | $17.2K | Added$17.2K |
| Wealth Advisory Solutions, LLC | 18.7K | $2.47M | $16.5K | Added$92.7K |
| Concurrent Investment Advisors, LLC | 18.4K | $2.44M | $16.6K | Added$48.6K |
| COZAD ASSET MANAGEMENT INC | 18.3K | $2.43M | $16.7K | Cut−$197.5K |
| One Capital Management, LLC | 18.1K | $2.4M | $16.5K | Cut−$138.5K |
| Quantinno Capital Management LP | 18.1K | $2.39M | $12K | Added$644.5K |
| GLENMEDE TRUST CO NA | 18K | $2.38M | $16.4K | Cut−$6.01K |
| Independent Advisor Alliance | 17.9K | $2.37M | $1.5K | Added$2.15M |
| Oxler Private Wealth LLC | 17.6K | $2.33M | $16.1K | Cut−$46.8K |
| TD PRIVATE CLIENT WEALTH LLC | 17.3K | $2.3M | $15.8K | Added$4.46K |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 17.3K | $2.29M | $2.29M | Added$2.29M |
| Operose Advisors LLC | 17.3K | $2.29M | $15.7K | Cut−$45.8K |
| Allworth Financial LP | 17.2K | $2.28M | $15.7K | Cut−$72.1K |
| OLD NATIONAL BANCORP /IN/ | 17.2K | $2.28M | $15.7K | Added$14.6K |
| Almanack Investment Partners, LLC. | 17.1K | $2.27M | $15.6K | Added$15.6K |
| CWM, LLC | 16.9K | $2.23M | $2.23M | Added$2.23M |
| Stordahl Capital Management, Inc. | 16.7K | $2.22M | $15.2K | Cut−$73.6K |
| Opes Wealth Management LLC | 16.7K | $2.22M | $15.2K | Cut−$16.9K |
| Avior Wealth Management, LLC | 16.6K | $2.2M | $15K | Added$31.6K |
| Breakwater Capital Group | 16.5K | $2.19M | $14.9K | Added$30.4K |
| Gerald Baker Financial Group LLC | 16.4K | $2.18M | — | Held |
| SONATA CAPITAL GROUP INC | 16.2K | $2.15M | $14.7K | Added$14.7K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16.1K | $2.13M | $14K | Added$106.1K |
| Sageworth Trust Co | 16.1K | $2.13M | $14.6K | Added$14.6K |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 16K | $2.12M | $14.6K | Cut−$10.8K |
| Icahn Capital | 16K | $2.12M | $12.3K | Added$341K |
| EP Wealth Advisors, LLC | 15.9K | $2.1M | $11.7K | Added$410.9K |
| ALLIANCEBERNSTEIN L.P. | 15.9K | $2.09M | $0 | Added$16.1K |
| Equitable Holdings, Inc. | 15.8K | $2.08M | −$0 | Cut−$99.2K |
| FIRST CITIZENS BANK & TRUST CO | 15.6K | $2.07M | $14.2K | Cut−$49.9K |
| Kingsview Wealth Management, LLC | 15.3K | $2.03M | $13.9K | Added$19.1K |
| Sowell Financial Services LLC | 15.3K | $2.02M | $13.9K | Added$5.36K |
| Farther Finance Advisors, LLC | 15.1K | $2.01M | $21.4K | Added$197K |
| Private Advisory Group LLC | 14.9K | $1.98M | — | New |
| Stratos Wealth Advisors, LLC | 14.5K | $1.92M | $13.1K | Cut−$54.4K |
| VANCE WEALTH, LLC | 14.4K | $1.91M | $13.1K | Cut−$291.5K |
| Wealth Care LLC | 14.3K | $1.89M | — | Held |
| Pinnacle Bancorp, Inc. | 14.1K | $1.87M | $12.9K | Added$12.9K |
| Cornerstone Advisory, LLC | 14K | $1.85M | $12.7K | Added$12.7K |
| C2C Wealth Management, LLC | 14K | $1.85M | $12.7K | Added$16.4K |
| Caldwell Trust Co | 13.9K | $1.84M | $12.6K | Cut−$6.7K |
| Pure Financial Advisors, LLC | 13.8K | $1.83M | $12.6K | Added$8.5K |
| Clearstead Advisors, LLC | 13.8K | $1.82M | $12.3K | Added$50.6K |
| Quadrant Private Wealth Management, LLC | 13.7K | $1.82M | $12.5K | Cut−$553.4K |
| Rodgers & Associates, LTD | 13.7K | $1.81M | $12.4K | Cut−$12.2K |
| Chicago Partners Investment Group LLC | 12.8K | $1.8M | $36.5K | Added$128.4K |
| American Trust | 13.3K | $1.76M | $12K | Cut−$7.57K |
| Accurate Wealth Management, LLC | 12.7K | $1.75M | −$3.44K | Added$118.5K |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 13.2K | $1.75M | $11.3K | Added$112K |
| Corundum Trust Company, INC | 13.2K | $1.74M | $12K | Added$12K |
| Apollon Wealth Management, LLC | 13.1K | $1.74M | $11.9K | Cut−$105.4K |
| CIBC Bancorp USA Inc. | 13K | $1.73M | — | Held |
| GC Wealth Management RIA, LLC | 13K | $1.72M | $11.8K | Added$11.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 12.9K | $1.71M | $3.06K | Added$1.27M |
| Novak & Powell Financial Services, Inc. | 12.9K | $1.71M | $11.7K | Cut−$19.9K |
| Shakespeare Wealth Management, LLC | 12.8K | $1.69M | $11.6K | Added$5.57K |
| HARBOR INVESTMENT ADVISORY, LLC | 12.7K | $1.68M | $11.5K | Added$11.5K |
| Sigma Planning Corp | 12.6K | $1.67M | $11.5K | Cut−$837.9K |
| RIK SAYLOR FINANCIAL, INC. | 12.6K | $1.66M | $11.5K | Cut−$18.7K |
| WHITTIER TRUST CO | 12.3K | $1.65M | −$29.6K | Cut−$29.6K |
| JOHNSON INVESTMENT COUNSEL INC | 12.3K | $1.63M | $11.2K | Added$2.14K |
| FIRST TRUST ADVISORS LP | 12.2K | $1.62M | $11.1K | Added$19.6K |
| Ritter Daniher Financial Advisory LLC / DE | 12.2K | $1.62M | $11.1K | Cut−$162.6K |
| Hudson Oak Wealth Advisory LLC | 12.1K | $1.6M | $11K | Added$11K |
| Bangor Savings Bank | 12.1K | $1.6M | $11K | Added$11K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 12K | $1.59M | — | New |
| BLAIR WILLIAM & CO/IL | 12K | $1.58M | $10.9K | Cut−$243.2K |
| SOA Wealth Advisors, LLC. | 11.9K | $1.57M | $10.8K | Added$7.47K |
| Crescent Grove Advisors, LLC | 11.8K | $1.56M | $10.7K | Added$10.7K |
| Berman McAleer LLC | 11.8K | $1.56M | $10.7K | Cut−$114.3K |
| Valmark Advisers, Inc. | 11.8K | $1.56M | $10.7K | Added$17K |
| Stenger Family Office, LLC | 11.8K | $1.56M | $10.7K | Added$10.7K |
| FARMERS & MERCHANTS INVESTMENTS INC | 11.6K | $1.54M | $10.6K | Added$10.6K |
Who left
- FULLER & THALER ASSET MANAGEMENT, INC.$18.4M
- Gallagher Capital Advisors, LLC$3.51M
- M1 Capital Management LLC$3.4M
- NewEdge Advisors, LLC$1.22M
- TIAA TRUST, NATIONAL ASSOCIATION$1.17M
- IFG Advisory, LLC$720K
- GREAT LAKES ADVISORS, LLC$713K
- Niles Investment Management, LLC$657.8K
- Park Capital Management, LLC / WI$639.4K
- NUANCE INVESTMENTS, LLC$610.4K
- Bank Julius Baer & Co. Ltd, Zurich$549.6K
- J.W. COLE ADVISORS, INC.$454.5K
- Boston Partners$451.5K
- KENNEDY CAPITAL MANAGEMENT LLC$409.3K
- Clarity Financial LLC$404.7K
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.