Stock
Reported value
$9.09B
Holders
1,166
+57 new · −127 exited
Holders’ est. mark
−$777M
Price effect on 243 books still in the name
Largest holder
$912.4M
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $12.5M
- Fidelity0.0% · $15.6M
- Icahn Capital0.0% · $3.27M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 5.03M | $912.4M | −$91.8M | Cut−$240.3M |
| PGIM Custom Harvest LLC | 4.55M | $824.7M | −$79.5M | Cut−$44.9M |
| BANK OF AMERICA CORP /DE/ | 3.41M | $618.5M | −$62.3M | Cut−$92.9M |
| LPL Financial LLC | 3.04M | $551.6M | −$55.5M | Cut−$165.7M |
| UBS Group AG | 1.76M | $318.8M | −$32.1M | Cut−$45.2M |
| WELLS FARGO & COMPANY/MN | 1.51M | $273.2M | −$27.5M | Cut−$36.6M |
| RAYMOND JAMES FINANCIAL INC | 1.47M | $266.5M | −$26.8M | Cut−$28.2M |
| JPMORGAN CHASE & CO | 1.46M | $253.4M | −$38.2M | Cut−$552M |
| ENVESTNET ASSET MANAGEMENT INC | 1.32M | $239.6M | −$24.1M | Cut−$164.3M |
| RiverFront Investment Group, LLC | 1.01M | $182.3M | −$16.8M | Cut−$1.06M |
| HSBC HOLDINGS PLC | 977.8K | $177.4M | −$16.2M | Added$383.3K |
| TWO SIGMA INVESTMENTS, LP | 920.1K | $166.9M | −$16.8M | Cut−$40.4M |
| ROYAL BANK OF CANADA | 892.6K | $161.9M | −$16.3M | Cut−$29.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | 669.8K | $121.5M | −$12.2M | Cut−$22.4M |
| AMERIPRISE FINANCIAL INC | 611.2K | $111.2M | −$11M | Cut−$37.7M |
| OSAIC HOLDINGS, INC. | 598.8K | $108.7M | −$10.9M | Cut−$22.5M |
| FIL Ltd | 594.2K | $107.8M | — | New |
| Cetera Investment Advisers | 509.4K | $92.4M | −$9.3M | Cut−$20.8M |
| Kestra Advisory Services, LLC | 495.4K | $89.9M | −$8.15M | Added$727K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 398.3K | $72.3M | −$7.21M | Cut−$6.58M |
| Portfolio Strategies, Inc. | 391.3K | $71.3M | −$6.82M | Cut−$8.2M |
| PNC Financial Services Group, Inc. | 366.5K | $66.5M | −$6.69M | Cut−$7.73M |
| Dynasty Wealth Management, LLC | 352.8K | $64M | −$6.44M | Cut−$132.9M |
| HighTower Advisors, LLC | 350.5K | $63.6M | −$6.21M | Cut−$4.34M |
| GOLDMAN SACHS GROUP INC | 331K | $60M | −$6.04M | Cut−$57.4M |
| Focus Partners Wealth | 324.3K | $58.8M | −$5.71M | Cut−$3.54M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 319.4K | $58M | −$5.81M | Cut−$5.67M |
| PINKERTON WEALTH, LLC | 283.9K | $56.7M | $0 | Added$16M |
| CAPTRUST FINANCIAL ADVISORS | 302.7K | $54.9M | −$5.54M | Cut−$6.14M |
| Rockefeller Capital Management L.P. | 287K | $52.1M | −$5.13M | Cut−$4.02M |
| JONES FINANCIAL COMPANIES LLLP | 272.1K | $47.9M | −$5.71M | Cut−$74.1K |
| BlackRock, Inc. | 252.8K | $45.9M | −$4.62M | Cut−$4.9M |
| STIFEL FINANCIAL CORP | 246.7K | $44.7M | −$4.51M | Cut−$19.3M |
| Atlas Legacy Advisors, LLC | 238.1K | $43.3M | −$4.23M | Cut−$4.26M |
| Sanctuary Advisors, LLC | 231.5K | $42M | −$3.82M | Added$196.4K |
| MML INVESTORS SERVICES, LLC | 219.7K | $39.9M | −$4.01M | Cut−$30M |
| Parker Investment Management, LLC | 204.5K | $37.1M | −$3.73M | Cut−$12.9M |
| Howard Capital Management Group, LLC | 180.3K | $32.7M | −$3.29M | Cut−$3.5M |
| OneDigital Investment Advisors LLC | 176.8K | $32.1M | −$3.23M | Cut−$12.6M |
| Private Advisor Group, LLC | 176.5K | $32M | −$3.22M | Cut−$4.23M |
| FIRST MERCHANTS CORP | 165.8K | $30.1M | −$3.03M | Cut−$3.87M |
| Creative Planning | 152.6K | $27.7M | −$2.79M | Cut−$4.25M |
| Stratos Wealth Partners, LTD. | 150.8K | $27.4M | −$2.69M | Cut−$2.07M |
| ASSETMARK, INC | 149.7K | $27.2M | −$2.28M | Added$2.23M |
| COMMERCE BANK | 146.1K | $26.5M | −$2.67M | Cut−$2.87M |
| Equitable Holdings, Inc. | 137.3K | $26.3M | −$1.11M | Cut−$4.05M |
| Compound Planning, Inc. | 138.9K | $25.2M | −$2.44M | Cut−$1.49M |
| Mariner, LLC | 135.4K | $24.5M | −$2.49M | Cut−$3.88M |
| Perigon Wealth Management, LLC | 117.8K | $21.4M | −$2.15M | Cut−$2.33M |
| Integrated Wealth Concepts LLC | 107.4K | $19.5M | −$1.83M | Cut−$476.2K |
| PATTON ALBERTSON MILLER GROUP, LLC | 106.5K | $19.3M | −$1.94M | Cut−$2.88M |
| Capital Investment Advisors, LLC | 106.1K | $19.2M | −$1.94M | Cut−$2.1M |
| Macro Advisors, Inc. | 104.6K | $19M | — | Held |
| SAGESPRING WEALTH PARTNERS, LLC | 103.8K | $18.8M | $3.98M | Cut−$81.7M |
| Stillwater Capital Advisors, LLC | 100.8K | $18.3M | −$1.84M | Cut−$3.1M |
| Perennial Investment Advisors, LLC | 99.5K | $18.1M | −$1.82M | Cut−$2.02M |
| Advisory Services Network, LLC | 96.2K | $17.4M | −$1.76M | Cut−$4.6M |
| TRITONPOINT WEALTH, LLC | 95.3K | $17.3M | −$1.74M | Cut−$2.05M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 92K | $17.1M | −$1.56M | Cut−$7.21M |
| BANK OF MONTREAL /CAN/ | 91.4K | $16.6M | −$1.67M | Cut−$4.14M |
| Corient Private Wealth LLC | 91.4K | $16.4M | −$1.81M | Cut−$2.29M |
| First Citizens Financial Corp | 90K | $16.3M | −$1.64M | Cut−$1.7M |
| HC Advisors, LLC | 89K | $16.2M | −$1.52M | Cut−$421.6K |
| RVW Wealth, LLC | 88.8K | $16.1M | −$1.55M | Cut−$883.9K |
| Fidelity | 86.1K | $15.6M | −$1.5M | Cut−$804.4K |
| Mendel Capital Management LLC | 86.1K | $15.6M | — | Held |
| Cerity Partners LLC | 85.9K | $15.6M | −$1.45M | Cut−$293.7K |
| Merit Financial Group, LLC | 84.6K | $15.4M | −$1.55M | Cut−$3.95M |
| Migdal Insurance & Financial Holdings Ltd. | 80.4K | $14.6M | $14.5M | Added$14.6M |
| TRUIST FINANCIAL CORP | 79K | $14.3M | −$1.44M | Cut−$2.66M |
| WCG Wealth Advisors LLC | 76.7K | $13.9M | −$1.4M | Cut−$3.79M |
| &PARTNERS | 77K | $13.9M | −$1.51M | Cut−$4.27M |
| Atria Investments, Inc | 76.3K | $13.8M | −$1.08M | Added$2.01M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 78.2K | $13.6M | −$2.19M | Cut−$7.06M |
| Atlantic Union Bankshares Corp | 73K | $13.3M | −$1.17M | Added$452.6K |
| NATIONAL BANK OF CANADA /FI/ | 70.7K | $12.8M | −$1.29M | Cut−$1.29M |
| Pettinga Financial Advisors LLC | 70.7K | $12.8M | −$1.26M | Cut−$980.1K |
| CWM, LLC | 69.8K | $12.7M | $12.6M | Added$12.6M |
| Citadel | 69.2K | $12.5M | −$170.3K | Added$10.7M |
| hemming& Wealth Management, Inc. | 68.9K | $12.5M | −$789.6K | Added$3.87M |
| MARSHALL WACE, LLP | 68K | $12.3M | — | New |
| Farther Finance Advisors, LLC | 66.4K | $12.2M | −$915.6K | Added$261.9K |
| Fifth Third Securities, Inc. | 65.3K | $11.9M | −$989.3K | Added$1.04M |
| HUNTINGTON NATIONAL BANK | 64.5K | $11.7M | −$1.12M | Cut−$533.5K |
| COTTONWOOD CAPITAL ADVISORS, LLC | 63.9K | $11.6M | −$834.7K | Added$2.46M |
| JOHNSON INVESTMENT COUNSEL INC | 62.8K | $11.4M | −$1.15M | Cut−$3.35M |
| CIBC Bancorp USA Inc. | 62.6K | $11.4M | — | Held |
| Signature Wealth Management Partners, LLC | 62K | $11.3M | −$1.12M | Cut−$1.04M |
| Finley Financial, LLC | 61.6K | $11.2M | −$1.11M | Cut−$1M |
| M&T Bank Corp | 60.3K | $10.9M | −$1.1M | Cut−$1.76M |
| Prospera Financial Services Inc | 59.1K | $10.7M | −$1.08M | Cut−$2.47M |
| CITIGROUP INC | 59K | $10.7M | −$1.07M | Cut−$979.7K |
| Rollins Financial Advisors, LLC | 58.9K | $10.7M | −$1.07M | Cut−$1.77M |
| PRINCIPAL FINANCIAL GROUP INC | 57.4K | $10.4M | −$1.05M | Cut−$1.05M |
| Lido Advisors, LLC | 56.9K | $10.3M | −$853.9K | Cut−$1.73M |
| Steward Partners Investment Advisory, LLC | 56.7K | $10.3M | −$1.04M | Cut−$4.22M |
| Pathstone Holdings, LLC | 55.8K | $10.1M | −$1.02M | Cut−$1.11M |
| OpenArc Corporate Advisory, LLC | 55.4K | $10.1M | −$1.01M | Cut−$22M |
| Perkins Coie Trust Co | 55.4K | $10.1M | −$995.6K | Cut−$833.6K |
| MAI Capital Management | 55.4K | $10.1M | −$1.01M | Cut−$1.13M |
| Stonebridge Financial Planning Group, LLC | 54.9K | $9.96M | −$1M | Cut−$1.72M |
| Jackson Wealth Management, LLC | 54.1K | $9.81M | −$984.9K | Cut−$958K |
| KICKSTAND VENTURES, LLC. | 54K | $9.79M | −$976K | Cut−$881.5K |
| Quantinno Capital Management LP | 52.5K | $9.52M | −$501.3K | Added$4.04M |
| High Point Wealth Management, LLC | 52.1K | $9.45M | −$951.7K | Cut−$1.05M |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 42K | $9.28M | $896K | Added$832.1K |
| Lifelong Wealth Advisors, Inc. | 51K | $9.26M | −$931.6K | Cut−$1.11M |
| Cadent Capital Advisors, LLC | 49.7K | $9.02M | −$908.1K | Cut−$1.46M |
| Mechanics Bank Trust Department | 49.4K | $8.97M | −$902.9K | Cut−$954K |
| Prime Capital Investment Advisors, LLC | 49K | $8.89M | −$857.9K | Cut−$494.3K |
| FINANCIAL LIFE ADVISORS | 48.6K | $8.82M | −$888.1K | Cut−$2.09M |
| IHT Wealth Management, LLC | 48.6K | $8.81M | −$887K | Cut−$1.71M |
| J.Safra Asset Management Corp | 47.9K | $8.69M | −$874.7K | Cut−$874.7K |
| Essex LLC | 47.8K | $8.68M | −$867.5K | Cut−$806.2K |
| Bank of New York Mellon Corp | 47.5K | $8.62M | −$749.2K | Added$425.1K |
| MERCER GLOBAL ADVISORS INC /ADV | 47K | $8.52M | −$857.7K | Cut−$1.87M |
| Bleakley Financial Group, LLC | 46.7K | $8.47M | −$852.1K | Cut−$1.14M |
| Spire Wealth Management | 46K | $8.35M | −$840.3K | Cut−$1.07M |
| CERTUITY, LLC | 46K | $8.35M | −$840.4K | Cut−$907.1K |
| KINGSWOOD WEALTH ADVISORS, LLC | 44.7K | $8.11M | −$816.3K | Cut−$1.19M |
| Dynamic Advisor Solutions LLC | 43.5K | $7.89M | −$783.3K | Cut−$680.8K |
| Federation des caisses Desjardins du Quebec | 43.4K | $7.88M | −$792.6K | Cut−$947K |
| MA Private Wealth | 43.2K | $7.84M | −$788.9K | Cut−$881.6K |
| BBR PARTNERS, LLC | 43.2K | $7.84M | −$751.8K | Cut−$386.1K |
| PITTENGER & ANDERSON INC | 43K | $7.8M | −$785.5K | Cut−$785.5K |
| TABLEAUX LLC | 41.8K | $7.58M | −$1.02M | Added$1.04M |
| One Wealth Advisors, LLC | 41.1K | $7.46M | −$750.6K | Cut−$1.49M |
| BNP PARIBAS FINANCIAL MARKETS | 40.4K | $7.34M | −$678.5K | Cut−$83.1K |
| Prostatis Group LLC | 40.3K | $7.3M | −$735.2K | Cut−$3.42M |
| Strategic Blueprint, LLC | 39.1K | $7.09M | −$713.5K | Cut−$955.7K |
| Keebeck Wealth Management | 39.1K | $7.09M | −$713.4K | Cut−$1.37M |
| SCOTIA CAPITAL INC. | 38.9K | $7.06M | −$707.7K | Cut−$931.3K |
| Simmons Bank | 38.6K | $7M | −$704.9K | Cut−$965.7K |
| Baird Financial Group, Inc. | 38.5K | $6.98M | −$702.8K | Cut−$1.38M |
| CFS Investment Advisory Services, LLC | 33.1K | $6.95M | $343.9K | Added$68.3K |
| Ashton Thomas Private Wealth, LLC | 37.8K | $6.85M | −$689.4K | Cut−$1.05M |
| PRINCIPAL SECURITIES, INC. | 37.2K | $6.75M | −$679.2K | Cut−$1.03M |
| CARY STREET PARTNERS FINANCIAL LLC | 36.8K | $6.68M | −$672K | Cut−$1.07M |
| Crown Wealth Group, LLC | 35.7K | $6.48M | −$652.2K | Cut−$2.28M |
| NORTHERN TRUST CORP | 35.6K | $6.46M | −$649.9K | Cut−$1.06M |
| IFP Advisors, Inc | 35.4K | $6.42M | −$646.1K | Cut−$782.9K |
| Empirical Asset Management, LLC | 35.4K | $6.42M | −$645.7K | Cut−$703.4K |
| U.S. Capital Wealth Advisors, LLC | 35.1K | $6.38M | −$551.9K | Added$340.8K |
| HARBOUR INVESTMENTS, INC. | 34.6K | $6.28M | −$548K | Added$289.2K |
| FIFTH THIRD BANCORP | 34K | $6.18M | −$55.4K | Added$5.57M |
| Kingsman Wealth Management, Inc. | 33.7K | $6.11M | −$614.7K | Cut−$1.02M |
| Gerald Baker Financial Group LLC | 33.6K | $6.1M | — | Held |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 33.6K | $6.1M | −$613.8K | Cut−$642.2K |
| Sigma Planning Corp | 33K | $5.99M | −$603K | Cut−$705.9K |
| STALEY CAPITAL ADVISERS INC | 32.8K | $5.95M | −$599.1K | Cut−$633.1K |
| EP Wealth Advisors, LLC | 32.7K | $5.93M | −$597K | Cut−$812.9K |
| IEQ CAPITAL, LLC | 32.6K | $5.91M | −$594.7K | Cut−$594.7K |
| SWMG, LLC | 32.3K | $5.85M | −$357.2K | Added$127.2K |
| Fortitude Family Office, LLC | 32.2K | $5.84M | −$588.2K | Cut−$604.8K |
| INTEGRITY ALLIANCE, LLC. | 32.1K | $5.82M | −$579.5K | Cut−$514.2K |
| Daybright Advisory Services, Inc. | 32K | $5.8M | −$584.1K | Cut−$617K |
| WealthBridge Capital Management, LLC | 31.4K | $5.69M | −$572.4K | Cut−$675.2K |
| First Heartland Consultants, Inc. | 31.3K | $5.67M | −$570.8K | Cut−$766.5K |
| Centerline Wealth Advisors, LLC | 31.2K | $5.67M | −$570.3K | Cut−$1.84M |
| Independent Advisor Alliance | 30.8K | $5.59M | −$32.5K | Added$5.23M |
| PETTYJOHN, WOOD & WHITE, INC | 30.2K | $5.48M | −$551.8K | Cut−$674.4K |
| Laurel Wealth Advisors LLC | 22.6K | $5.4M | $871.8K | Added$930.1K |
| SSI INVESTMENT MANAGEMENT LLC | 29.6K | $5.37M | −$540.8K | Cut−$5.69M |
| Envestnet Portfolio Solutions, Inc. | 29.5K | $5.34M | −$538K | Cut−$11.2M |
| BLAIR WILLIAM & CO/IL | 29.4K | $5.33M | −$536.4K | Cut−$720.7K |
| Runnymede Capital Advisors, Inc. | 28.9K | $5.25M | — | New |
| LIBERTY WEALTH MANAGEMENT LLC | 28.9K | $5.25M | −$519.9K | Cut−$3.55M |
| Jaffetilchin Investment Partners, LLC | 28.8K | $5.22M | −$524.9K | Cut−$553.9K |
| Ethos Financial Group, LLC | 26.1K | $5.21M | $0 | Held |
| Quotient Wealth Partners, LLC | 28K | $5.08M | −$510.8K | Cut−$2M |
| US BANCORP \DE\ | 27.5K | $4.99M | −$501.8K | Cut−$2.2M |
| Carnegie Investment Counsel | 27.4K | $4.98M | −$500.8K | Cut−$740K |
| Valmark Advisers, Inc. | 27.4K | $4.97M | −$453.2K | Added$10.3K |
| Montecito Bank & Trust | 27.4K | $4.96M | −$499.4K | Cut−$503.8K |
| Security Financial Services, INC. | 27.1K | $4.92M | −$494.8K | Cut−$676.5K |
| Koshinski Asset Management, Inc. | 27K | $4.91M | −$463.1K | Cut−$157K |
| BROWN ADVISORY INC | 26.9K | $4.89M | −$448.5K | Cut−$19.3K |
| STEPHENS INC /AR/ | 26.7K | $4.84M | −$473.9K | Cut−$339.1K |
| 1832 Asset Management L.P. | 26.7K | $4.84M | −$486.8K | Cut−$1.28M |
| Financial Freedom, LLC | 26.3K | $4.78M | −$480.7K | Cut−$606.1K |
| Eagle Strategies LLC | 26.2K | $4.76M | −$246.6K | Added$2.06M |
| Avid Wealth Partners LLC | 26.2K | $4.76M | −$479K | Cut−$759.7K |
| Gallagher Capital Advisors, LLC | 26.1K | $4.73M | −$476.2K | Cut−$577.8K |
| Avidian Wealth Enterprises, LLC | 26K | $4.71M | −$474K | Cut−$500.5K |
| FIRST NATIONAL BANK OF OMAHA | 26.8K | $4.66M | −$730.1K | Cut−$733.1K |
| Ciovacco Capital Management LLC | 25.7K | $4.66M | −$468.9K | Cut−$3.64M |
| CoreCap Advisors, LLC | 25K | $4.53M | −$456.1K | Cut−$4M |
| CPR Investments Inc. | 25K | $4.53M | −$455.8K | Cut−$6.95M |
| Parallel Advisors, LLC | 24.9K | $4.52M | −$455.1K | Cut−$509.3K |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 24.8K | $4.49M | −$326K | Added$926.7K |
| CITIZENS FINANCIAL GROUP INC/RI | 24.6K | $4.47M | −$371.7K | Added$406.8K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 24.6K | $4.47M | −$449.6K | Cut−$673.3K |
| Cresset Asset Management, LLC | 24.6K | $4.46M | −$409.5K | Cut−$13.3K |
| Focus Financial Network, Inc. | 24.5K | $4.44M | −$446.8K | Cut−$4.13M |
| Weinberger Asset Management, Inc | 24.4K | $4.43M | −$445.6K | Cut−$444K |
| Elevated Financial Group LLC | 24.4K | $4.42M | −$444.9K | Cut−$3.6M |
| Gilliland Jeter Wealth Management LLC | 24.2K | $4.39M | −$438.8K | Cut−$407.4K |
| WBH ADVISORY INC | 23.7K | $4.37M | −$361.9K | Cut−$393.6K |
| Ameritas Advisory Services, LLC | 23.9K | $4.33M | −$436.3K | Cut−$523.1K |
| Rathbones Group PLC | 23.7K | $4.31M | −$433.6K | Cut−$715.9K |
| Arax Advisory Partners | 23.7K | $4.31M | −$111K | Added$3.09M |
| Cornerstone Wealth Management, LLC | 23.2K | $4.21M | −$419.6K | Cut−$383.2K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 23.1K | $4.2M | −$395.1K | Cut−$121.5K |
| Geneos Wealth Management Inc. | 23K | $4.17M | −$408.8K | Cut−$301.3K |
| KEYBANK NATIONAL ASSOCIATION/OH | 22.7K | $4.13M | −$415.4K | Cut−$562.2K |
| CreativeOne Wealth, LLC | 22.7K | $4.13M | −$363.2K | Added$155.2K |
| DT Investment Partners, LLC | 22.7K | $4.11M | −$414.1K | Cut−$414.1K |
| Forthright Family Wealth Advisory LLC | 30.3K | $4.09M | −$1.7M | Cut−$1.16M |
| INDEPENDENT FINANCIAL GROUP, LLC | 22.5K | $4.08M | −$410.3K | Cut−$4.02M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 22.4K | $4.06M | −$408.1K | Cut−$1.88M |
| Sovran Advisors, LLC | 18.2K | $3.97M | $325.6K | Added$393K |
| Sunbelt Securities, Inc. | 21.7K | $3.94M | −$396K | Cut−$446.7K |
| Elwood & Goetz Wealth Advisory Group, LLC | 21.7K | $3.93M | −$309.8K | Added$542.9K |
| Horst & Graben Wealth Management LLC | 18K | $3.92M | $336.4K | Added$238.8K |
| D.A. DAVIDSON & CO. | 21.5K | $3.89M | −$197K | Added$1.74M |
| Patriot Financial Group Insurance Agency, LLC | 21.4K | $3.87M | −$193K | Added$1.76M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 21.1K | $3.82M | −$384.6K | Cut−$481.1K |
| ALLSTATE CORP | 21K | $3.8M | −$382.7K | Cut−$1.81M |
| Arkadios Wealth Advisors | 21K | $3.8M | −$382.6K | Cut−$1.51M |
| Ascent Group, LLC | 20.9K | $3.8M | −$382.4K | Cut−$517.6K |
| MGO ONE SEVEN LLC | 20.9K | $3.8M | −$381.9K | Cut−$557.8K |
| VestGen Advisors, LLC | 15.6K | $3.7M | $550.7K | Added$759.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20.3K | $3.69M | −$268.6K | Added$748.9K |
| Apollon Wealth Management, LLC | 20.3K | $3.68M | −$370.6K | Cut−$615.2K |
| CIBC WORLD MARKET INC. | 20.3K | $3.67M | −$369.8K | Cut−$900.1K |
| Mutual Advisors, LLC | 20.1K | $3.65M | −$367.5K | Cut−$976.7K |
| Counterweight Ventures, LLC | 20.1K | $3.64M | −$366.6K | Cut−$1.63M |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 20K | $3.63M | −$365.8K | Cut−$365.8K |
| MONEY CONCEPTS CAPITAL CORP | 19.9K | $3.6M | −$232K | Added$1.07M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 19.8K | $3.59M | −$361.5K | Cut−$2.78M |
| Acropolis Investment Management, LLC | 19.8K | $3.59M | −$361.1K | Cut−$473.1K |
| Midwest Trust Co | 19.4K | $3.52M | −$353.6K | Cut−$351.4K |
| Meridian Wealth Management, LLC | 19.3K | $3.5M | −$352.6K | Cut−$773.5K |
| Shepherd Financial Partners LLC | 19K | $3.44M | −$346.1K | Cut−$3.79M |
| Icon Wealth Advisors, LLC | 15.9K | $3.44M | $258.7K | Cut−$3.07M |
| Mosley Wealth Management | 17.4K | $3.41M | −$86.5K | Cut−$67.5K |
| PINNACLE ASSOCIATES LTD | 18.7K | $3.39M | −$341.6K | Cut−$369.4K |
| Cypress Wealth Services, LLC | 18.5K | $3.35M | −$337.2K | Cut−$614.4K |
| Lakeshore Financial Planning, Inc. | 18.4K | $3.34M | −$335.6K | Cut−$402.7K |
| Connecticut Wealth Management, LLC | 18.4K | $3.34M | −$332.9K | Cut−$304.8K |
| Snowden Capital Advisors LLC | 18.4K | $3.33M | −$320.3K | Cut−$169.9K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 18.3K | $3.32M | −$334.6K | Cut−$1.15M |
| TSA Wealth Managment LLC | 18.1K | $3.29M | −$331.3K | Cut−$633.4K |
| Joel Isaacson & Co., LLC | 18.1K | $3.29M | −$331.2K | Cut−$331K |
| Quest 10 Wealth Builders, Inc. | 18.1K | $3.29M | −$326K | Cut−$279.9K |
| Concurrent Investment Advisors, LLC | 18.1K | $3.28M | −$330.1K | Cut−$27.2M |
| Inscription Capital, LLC | 18.1K | $3.28M | −$319.8K | Cut−$219.1K |
| Icahn Capital | 18K | $3.27M | −$329.6K | Cut−$386.9K |
| Caprock Group, LLC | 17.8K | $3.23M | −$325.4K | Cut−$388.1K |
| Tennessee Valley Asset Management Partners | 17.6K | $3.2M | −$322.1K | Cut−$334.6K |
Who left
- AXXCESS WEALTH MANAGEMENT, LLC$41.2M
- NewEdge Advisors, LLC$36.5M
- DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$22.4M
- Camarda Financial Advisors, LLC$14M
- ADVISORTRUST PARTNERS, LLC$12.2M
- J.W. COLE ADVISORS, INC.$11.6M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.93M
- RPS ADVISORY SOLUTIONS LLC$8.64M
- FOUNDERS FINANCIAL SECURITIES LLC$6.19M
- WealthCare Asset Management, LLC$5.07M
- Secure Asset Management, LLC$3.82M
- Lifestyle Asset Management, Inc.$3.64M
- Capital Advisory Group Advisory Services, LLC$3.59M
- TRUE Private Wealth Advisors$3.51M
- USA FINANCIAL FORMULAS$2.62M
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.