Stock
Reported value
$3.1B
Holders
459
+46 new · −55 exited
Holders’ est. mark
$17.2M
Price effect on 229 books still in the name
Largest holder
$416.1M
BARCLAYS PLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $28.4M
- Fidelity0.0% · $2.13M
- Icahn Capital0.0% · $361.6K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 4.4M | $416.1M | $2.95M | Cut−$171.7M |
| MORGAN STANLEY | 3.82M | $361.1M | $1.8M | Added$108.8M |
| CIBC Bancorp USA Inc. | 2.97M | $280.8M | — | Held |
| BNP PARIBAS FINANCIAL MARKETS | 1.81M | $170.9M | $1.21M | Cut−$28.8M |
| GOLDMAN SACHS GROUP INC | 1.64M | $155.1M | $804.5K | Added$42.4M |
| UBS Group AG | 1.39M | $131.5M | $931.8K | Cut−$27.6M |
| BANK OF AMERICA CORP /DE/ | 1.29M | $122.2M | $768.2K | Added$14.6M |
| CITIGROUP INC | 1.04M | $98.2M | $696.2K | Cut−$85.6M |
| TWO SIGMA INVESTMENTS, LP | 984.2K | $93.1M | $659.4K | Cut−$67.8M |
| STIFEL FINANCIAL CORP | 955.5K | $90.4M | $492.5K | Added$21.4M |
| BlackRock, Inc. | 638.1K | $60.3M | $427.5K | Added$397.3K |
| ROYAL BANK OF CANADA | 625K | $59.1M | $413.8K | Added$1.08M |
| WELLS FARGO & COMPANY/MN | 453.3K | $42.9M | $303.7K | Cut−$15.8M |
| JPMORGAN CHASE & CO | 436.6K | $40.6M | −$119.5K | Added$27.1M |
| PNC Financial Services Group, Inc. | 371.1K | $35.1M | $248.6K | Cut−$244.3K |
| US BANCORP \DE\ | 362.1K | $34.2M | $242.6K | Cut−$1.39M |
| MERCER GLOBAL ADVISORS INC /ADV | 360.4K | $34.1M | $241.3K | Cut−$988.6K |
| LPL Financial LLC | 359.9K | $34M | $228.4K | Added$2.03M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 349.5K | $33.1M | $218.4K | Added$2.44M |
| CIBC WORLD MARKET INC. | 327.8K | $31M | $165.1K | Added$7.86M |
| CONNABLE OFFICE INC | 307.3K | $29.1M | $200.7K | Added$928.4K |
| Citadel | 300.8K | $28.4M | $201.5K | Cut−$17.7M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 243K | $23M | $162.8K | Added$162.8K |
| Pathstone Holdings, LLC | 233.8K | $22.1M | $156.6K | Cut−$117.7K |
| MILLENNIUM MANAGEMENT LLC | 206.4K | $19.5M | $36.6K | Added$14.4M |
| Global Endowment Management, LP | 204K | $19.3M | $106.2K | Added$4.37M |
| RAYMOND JAMES FINANCIAL INC | 202.4K | $19.1M | $135.6K | Cut−$21.8K |
| AMERIPRISE FINANCIAL INC | 186K | $17.6M | $135.1K | Cut−$1.29M |
| Sand Hill Global Advisors, LLC | 185K | $17.5M | $123.1K | Added$239.2K |
| Passaic Partners LLC | 183.3K | $17.3M | — | New |
| Walleye Capital LLC | 180K | $17M | $7K | Added$16M |
| Magnus Financial Group LLC | 175.5K | $16.6M | $111.2K | Added$1.01M |
| Financial Advisory Corp | 150.3K | $14.2M | $98.8K | Added$378.7K |
| ENVESTNET ASSET MANAGEMENT INC | 136.6K | $12.9M | $82.5K | Added$1.35M |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 126.1K | $11.9M | $84.5K | Cut−$18.3K |
| Focus Partners Wealth | 120.4K | $11.4M | $80.7K | Cut−$108.8K |
| Mariner, LLC | 113.1K | $10.7M | $75.3K | Added$132.9K |
| Rockefeller Capital Management L.P. | 112.9K | $10.7M | $59.5K | Added$2.34M |
| BANK OF MONTREAL /CAN/ | 103.4K | $9.78M | $69.3K | Cut−$740.5K |
| Maven Securities LTD | 102.7K | $9.71M | $47.1K | Added$2.2M |
| DDFG, Inc | 99K | $9.36M | $62K | Added$677K |
| UNIQUE WEALTH, LLC | 91.5K | $8.66M | $57.7K | Added$568.1K |
| MML INVESTORS SERVICES, LLC | 90.7K | $8.57M | $60.8K | Cut−$2.94M |
| Cetera Investment Advisers | 81.8K | $7.74M | $38.6K | Added$2.33M |
| PGIM Custom Harvest LLC | 80.7K | $7.63M | $47.7K | Added$947.4K |
| Cerity Partners LLC | 79.5K | $7.51M | $33.1K | Added$2.88M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 71K | $6.71M | $47.6K | Cut−$9.25M |
| Jefferies Financial Group Inc. | 70K | $6.62M | — | New |
| Walleye Trading LLC | 66.6K | $6.3M | — | New |
| JANE STREET GROUP, LLC | 66.2K | $6.26M | $44.4K | Cut−$34.5M |
| Omega Financial Group, LLC | 63.6K | $6.01M | $42.6K | Cut−$190.7K |
| GTS SECURITIES LLC | 63.3K | $5.99M | $14.6K | Added$3.95M |
| SCS Capital Management LLC | 63.2K | $5.98M | $42.4K | Added$42.4K |
| COURIER CAPITAL LLC | 60.8K | $5.75M | $38.6K | Added$329.8K |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 59.6K | $5.63M | $34.7K | Added$769.2K |
| Rakuten Investment Management, Inc. | 55.1K | $5.32M | $0 | Added$2.66M |
| ARKANSAS FINANCIAL GROUP, INC. | 53.1K | $5.21M | $228.2K | Added$184.2K |
| CarsonAllaria Wealth Management, Ltd. | 54.1K | $5.12M | $35.6K | Added$133.8K |
| MARSHALL WACE, LLP | 51.9K | $4.9M | $5.17K | Added$4.18M |
| MISSION WEALTH MANAGEMENT, LP | 51.3K | $4.85M | $34.3K | Cut−$276.2K |
| TRUIST FINANCIAL CORP | 50K | $4.73M | $32.9K | Added$111.7K |
| Allie Family Office LLC | 49.9K | $4.72M | $36.7K | Cut−$22K |
| MYDA Advisors LLC | 48K | $4.54M | — | New |
| HighTower Advisors, LLC | 47.6K | $4.5M | $26.6K | Added$761.4K |
| BANK OF NOVA SCOTIA | 46K | $4.35M | — | New |
| REBALANCE, LLC | 45.9K | $4.34M | $30.4K | Added$77.4K |
| Modern Wealth Management, LLC | 45K | $4.27M | $40.9K | Added$393.8K |
| J. Goldman & Co LP | 44.3K | $4.19M | $29.7K | Cut−$162.3K |
| Mirae Asset Global Investments Co., Ltd. | 43.2K | $4.09M | $3.73K | Added$3.56M |
| Rodgers & Associates, LTD | 41.1K | $3.89M | $26.8K | Added$134.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 41K | $3.87M | $27.5K | Cut−$823.6K |
| OSAIC HOLDINGS, INC. | 40.2K | $3.8M | $26.2K | Added$7.53K |
| Stamos Capital Partners, L.P. | 38.3K | $3.62M | $22K | Added$541K |
| Pictet North America Advisors SA | 37.4K | $3.54M | $25.1K | Added$25.1K |
| FORTE ASSET MANAGEMENT LLC | 36K | $3.4M | $22.9K | Added$199.4K |
| SHEETS SMITH WEALTH MANAGEMENT | 36K | $3.4M | $24.1K | Added$24.1K |
| Allegheny Financial Group | 35.7K | $3.37M | $23.3K | Added$114.4K |
| Whitegate Investment Counselors, Inc. | 34.9K | $3.3M | $23.4K | Added$14.4K |
| Checchi Capital Advisers, LLC | 34.8K | $3.29M | $23.3K | Cut−$172.8K |
| STEPHENS INC /AR/ | 34.6K | $3.27M | $23.2K | Cut−$8.8K |
| Fairway Wealth LLC | 34.5K | $3.26M | $23.2K | Added$24.2K |
| Corient Private Wealth LLC | 34.6K | $3.23M | −$69.9K | Cut−$404.4K |
| SAGE RHINO CAPITAL LLC | 31.7K | $3M | $17.1K | Added$600.6K |
| Waverly Advisors, LLC | 31.5K | $2.98M | $19.4K | Added$258.9K |
| TCM Advisors, LLC | 31.3K | $2.96M | $20.5K | Added$86.7K |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 30.9K | $2.91M | $3.55K | Added$1.01M |
| AXXCESS WEALTH MANAGEMENT, LLC | 30.1K | $2.85M | $20.2K | Cut−$19.1K |
| JFS WEALTH ADVISORS, LLC | 29.1K | $2.75M | $19.5K | Added$5.42K |
| JMAC ENTERPRISES LLC | 28.5K | $2.69M | $19K | Added$29.7K |
| Kestra Advisory Services, LLC | 27.7K | $2.62M | $16.8K | Added$269.8K |
| SBI Securities Co., Ltd. | 27.5K | $2.6M | $18.4K | Cut−$32.5K |
| BLAIR WILLIAM & CO/IL | 27.3K | $2.58M | $13.7K | Added$660.3K |
| Measured Wealth Private Client Group, LLC | 27.2K | $2.57M | $18.2K | Cut−$50.3K |
| SILVER OAK SECURITIES, INCORPORATED | 26.8K | $2.53M | −$4.02K | Cut−$16.8K |
| RiverGlades Family Offices LLC | 26.5K | $2.51M | — | Held |
| Glenview Trust Co | 26.4K | $2.49M | $17.7K | Added$9.39K |
| Naviter Wealth, LLC | 26.2K | $2.48M | $17.5K | Added$20.4K |
| FIFTH THIRD BANCORP | 24.3K | $2.3M | $270 | Added$2.26M |
| Aster Capital Management (DIFC) Ltd | 22.3K | $2.13M | — | New |
| Fidelity | 22.5K | $2.13M | $14.4K | Added$101.6K |
| NEPC LLC | 22.3K | $2.11M | $14.6K | Added$68.6K |
| Dogwood Wealth Management LLC | 22.3K | $2.11M | $14.7K | Added$52.7K |
| Canton Hathaway, LLC | 21.9K | $2.07M | $13.7K | Added$151.9K |
| Broadview Financial Management, LLC | 21.1K | $1.99M | $13.8K | Added$52.7K |
| Americana Partners, LLC | 20.6K | $1.95M | $13.8K | Added$13.8K |
| Baird Financial Group, Inc. | 20.5K | $1.93M | $13.7K | Cut−$127.6K |
| FIRST FINANCIAL CORP /IN/ | 20.4K | $1.93M | $13K | Added$112K |
| Krane Financial Solutions LLC | 20.4K | $1.92M | — | Held |
| Wilmington Savings Fund Society, FSB | 20K | $1.89M | $13.4K | Cut−$28.9K |
| SOA Wealth Advisors, LLC. | 19.8K | $1.87M | $13.2K | Cut−$76K |
| TWO SIGMA SECURITIES, LLC | 19.8K | $1.87M | — | New |
| Sowell Financial Services LLC | 19.5K | $1.85M | $12.6K | Added$89.2K |
| Cordant, Inc. | 19.3K | $1.82M | $12.9K | Added$8.49K |
| Hazelview Securities Inc. | 19.2K | $1.81M | — | New |
| Garde Capital, Inc. | 18.8K | $1.78M | $11.5K | Added$164.4K |
| Legacy Private Trust Co. | 18.8K | $1.77M | $12.6K | Cut−$47K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 17.8K | $1.71M | $25.9K | Cut−$774.9K |
| First Citizens Financial Corp | 17.9K | $1.69M | $12K | Cut−$64.2K |
| Washington Trust Bank | 17.7K | $1.67M | $11.9K | Cut−$3.46M |
| Gray Private Wealth, LLC | 17.4K | $1.65M | $11.7K | Cut−$110.3K |
| NORTHERN TRUST CORP | 17.4K | $1.64M | $11.6K | Cut−$121K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 16.2K | $1.53M | — | New |
| NorthRock Partners, LLC | 16.1K | $1.52M | $10.7K | Added$771 |
| Grey Fox Wealth Advisors, LLC | 16.1K | $1.52M | $9.43K | Added$200.9K |
| Foundation Wealth Management, LLC | 16K | $1.51M | $8.21K | Added$12K |
| HUNTINGTON NATIONAL BANK | 15.8K | $1.49M | $7.07K | Added$501K |
| Marex Group plc | 15.6K | $1.48M | $10.5K | Cut−$83.4K |
| Embree Financial Group | 15.5K | $1.46M | $10.4K | Cut−$88K |
| Lido Advisors, LLC | 15.3K | $1.45M | −$36.5K | Cut−$47.1K |
| MAI Capital Management | 15.3K | $1.45M | $8.51K | Added$261.7K |
| Rather & Kittrell, Inc. | 15.3K | $1.45M | $10.2K | Added$16K |
| Holocene Advisors, LP | 15K | $1.42M | — | New |
| TORONTO DOMINION BANK | 14.7K | $1.39M | $6.36K | Added$460.1K |
| Private Advisor Group, LLC | 14.6K | $1.38M | $9.67K | Cut−$17.8K |
| Apella Capital, LLC | 13.4K | $1.38M | $106.1K | Added$281.7K |
| BETO FINANCIAL GROUP, LLC | 13.4K | $1.37M | $97.9K | Cut−$1.17M |
| StoneX Group Inc. | 14.5K | $1.37M | $9.5K | Cut−$924.9K |
| Upper Left Wealth Management, LLC | 14.1K | $1.33M | $9.43K | Cut−$6.9K |
| Verition Fund Management LLC | 13.8K | $1.3M | $9.22K | Cut−$307.3K |
| Koshinski Asset Management, Inc. | 13.6K | $1.29M | $9.14K | Added$9.14K |
| Cresset Asset Management, LLC | 13.2K | $1.24M | $2.92K | Added$834.9K |
| Creative Planning | 13.1K | $1.23M | $8.59K | Added$35.6K |
| COMMERCE BANK | 12.7K | $1.2M | $8.5K | Added$8.51K |
| Integrated Wealth Concepts LLC | 12.6K | $1.19M | $3.18K | Added$747K |
| Quarry LP | 12.6K | $1.19M | — | New |
| Edgestream Partners, L.P. | 12.4K | $1.17M | $3.92K | Added$619.3K |
| BROWN ADVISORY INC | 12.2K | $1.15M | $8.18K | Added$7.24K |
| Financial & Tax Architects, LLC | 12.2K | $1.15M | $7.56K | Added$89.9K |
| CAPTRUST FINANCIAL ADVISORS | 12K | $1.13M | $6.8K | Added$181.4K |
| Mutual Advisors, LLC | 11.9K | $1.13M | $7.83K | Added$31.6K |
| Sequoia Financial Advisors, LLC | 11.4K | $1.08M | $7.63K | Cut−$118.6K |
| Balyasny Asset Management L.P. | 11.3K | $1.07M | $7.59K | Cut−$4.55M |
| SIG BROKERAGE, LP | 11.1K | $1.05M | — | New |
| HB Wealth Management, LLC | 11.1K | $1.05M | $7.45K | Cut−$42.1K |
| Tidal Investments LLC | 10.9K | $1.03M | $5.29K | Added$289K |
| WEST MICHIGAN ADVISORS, LLC | 10.9K | $1.03M | — | New |
| SCOTIA CAPITAL INC. | 10.8K | $1.02M | $7.14K | Added$22K |
| STERLING INVESTMENT ADVISORS LLC /ADV | 10.6K | $1.01M | $7.13K | Added$7.13K |
| OneDigital Investment Advisors LLC | 10.3K | $971.2K | $2.01K | Added$688.8K |
| Faithward Advisors, LLC | 10.1K | $953.1K | $6.39K | Added$64.4K |
| Guidance Point Advisors, LLC | 10.1K | $952.7K | $6.81K | Added$1.92K |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 10.1K | $950.8K | $6.74K | Added$6.74K |
| Rehmann Capital Advisory Group | 10K | $949.1K | $6.74K | Cut−$173.3K |
| Pinnacle Financial Partners, Inc. | 9.89K | $935.4K | $6.56K | Added$15.4K |
| Finley Financial, LLC | 9.75K | $922K | $6.53K | Cut−$71.9K |
| Geneos Wealth Management Inc. | 9.62K | $909.4K | $3.53K | Added$414.1K |
| JONES FINANCIAL COMPANIES LLLP | 9.36K | $866.6K | −$10.4K | Added$100K |
| Gladstone Institutional Advisory LLC | 9.14K | $864.1K | $6.19K | Cut−$302.1K |
| Ethos Financial Group, LLC | 9.18K | $861.5K | $0 | Held |
| Kagan Cocozza Asset Management | 9.09K | $859.5K | $6.07K | Added$9.38K |
| DV Trading LLC | 9.07K | $857.4K | −$1.05K | Added$408.1K |
| Allworth Financial LP | 8.86K | $837.4K | $5.89K | Cut−$197.3K |
| Atlas Legacy Advisors, LLC | 8.67K | $821K | $6.98K | Cut−$16.9K |
| Moors & Cabot, Inc. | 8.62K | $814.9K | $5.77K | Added$4.27K |
| Bank of New York Mellon Corp | 8.57K | $810K | $5.73K | Added$5.73K |
| Cullen/Frost Bankers, Inc. | 8.41K | $795.2K | $5.61K | Cut−$8.28K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 8.25K | $780.2K | — | New |
| GLOBALT Investments LLC / GA | 8.24K | $779.6K | $5.52K | Cut−$5.46K |
| Creekside Partners | 8.18K | $773.2K | $5.46K | Added$6.32K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 8.12K | $767.6K | $5.45K | Cut−$36.2K |
| Itau Unibanco Holding S.A. | 7.96K | $753.2K | $5.34K | Cut−$69.8K |
| AE Wealth Management LLC | 7.82K | $739.6K | $3.37K | Added$262.9K |
| ENCOMPASS WEALTH ADVISORS, LLC | 7.78K | $735.5K | $4.71K | Added$80.2K |
| BAILARD, INC. | 7.72K | $729.8K | $5.17K | Added$5.17K |
| M&T Bank Corp | 7.71K | $729.2K | $5.1K | Added$14.4K |
| Steward Partners Investment Advisory, LLC | 7.67K | $724.9K | $4.47K | Added$107.2K |
| NTV Asset Management LLC | 7.65K | $723.4K | $5.13K | Cut−$154.5K |
| Courage Miller Partners, LLC | 7.64K | $722.2K | $5.03K | Added$16.9K |
| Integrated Advisors Network LLC | 7.5K | $709.5K | $4.99K | Cut−$536.7K |
| TAGStone Capital, Inc. | 7.49K | $708.5K | $5K | Cut−$365.7K |
| BALANCED WEALTH GROUP LLC | 7.26K | $686.7K | −$18.5K | Cut−$10.2K |
| SSI INVESTMENT MANAGEMENT LLC | 7.05K | $666.4K | $4.72K | Added$4.72K |
| DEUTSCHE BANK AG\ | 6.99K | $660.5K | $4.68K | Added$4.68K |
| Krilogy Financial LLC | 6.5K | $658.7K | $35.2K | Added$35.5K |
| American Wealth Advisors, LLC | 6.91K | $653.1K | $4.71K | Added$4.8K |
| ELEVATION WEALTH PARTNERS, LLC | 6.79K | $642K | $4.55K | Added$4.55K |
| Gen-Wealth Partners Inc | 6.76K | $639.2K | $4.54K | Cut−$47.6K |
| Perigon Wealth Management, LLC | 6.76K | $638.8K | $3.79K | Added$107.8K |
| GOULD ASSET MANAGEMENT LLC /CA/ | 6.69K | $632.6K | $4.48K | Cut−$6.32K |
| NWAM LLC | 6.56K | $620K | $2.81K | Cut−$30.2K |
| Covenant Asset Management, LLC | 6.56K | $620K | $4.39K | Added$4.39K |
| ADELL HARRIMAN & CARPENTER INC | 6.53K | $617.4K | $4.38K | Cut−$97.7K |
| Orion Porfolio Solutions, LLC | 6.52K | $616.3K | $3.93K | Added$64.3K |
| Prospera Financial Services Inc | 6.43K | $608.2K | $4.16K | Added$25.3K |
| Bucket List Wealth Management, LLC | 6.42K | $607.2K | $4.19K | Added$10.6K |
| Exit Wealth Advisors, LLC. | 6.37K | $602.3K | $4.3K | Cut−$80.3K |
| FLAGSTAR ADVISORS INC | 6.29K | $594.7K | $4.19K | Cut−$15.7K |
| Pure Financial Advisors, LLC | 6.25K | $591.1K | $4.16K | Added$7.85K |
| Waldron Private Wealth LLC | 6.25K | $590.6K | $4.18K | Added$4.18K |
| Composition Wealth, LLC | 6.25K | $590.5K | $4.17K | Cut−$30.4K |
| Ballew Advisors, Inc | 5.93K | $587K | $20.6K | Cut−$876.6K |
| Farther Finance Advisors, LLC | 6.19K | $586.9K | $5.21K | Added$97.8K |
| DIMENSION CAPITAL MANAGEMENT LLC | 6.21K | $586.8K | $4.16K | Cut−$7.39K |
| PRINCIPAL FINANCIAL GROUP INC | 6.11K | $577.7K | $4.09K | Cut−$8.29M |
| WealthNavi Inc. | 6.01M | $568.3K | $3.91K | Added$20.1K |
| TFO Wealth Partners, LLC | 5.91K | $559.2K | $3.9K | Added$4K |
| SAGE FINANCIAL GROUP INC | 5.91K | $558.9K | $3.22K | Added$107.4K |
| Modera Wealth Management, LLC | 5.87K | $555.2K | $3.94K | Cut−$87.9K |
| Volterra Technologies LP | 5.83K | $550.9K | — | New |
| Dunhill Financial, LLC | 5.75K | $543.8K | $2.04K | Added$264.3K |
| Regal Investment Advisors LLC | 5.71K | $539.6K | $3.7K | Added$16.9K |
| LIBERTY WEALTH MANAGEMENT LLC | 5.8K | $538.1K | −$4.58K | Added$126.3K |
| Independence Wealth Advisors, LLC | 5.6K | $529.5K | $3.63K | Added$21.9K |
| Advisory Services Network, LLC | 5.5K | $519.6K | $3.15K | Added$71K |
| Clear Creek Financial Management, LLC | 5.48K | $518.5K | $3.67K | Cut−$1.77K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 5.44K | $514.3K | $3K | Added$95.3K |
| Vestmark Advisory Solutions, Inc. | 5.44K | $514.3K | $3.08K | Added$95.3K |
| Infinity Wealth Counsel, LLC | 5.31K | $502.1K | $3.54K | Added$5.91K |
| HCR Wealth Advisors | 5.26K | $497.9K | $3.53K | Added$3.53K |
| GRAYBILL WEALTH MANAGEMENT, LTD. | 5.24K | $495.5K | $3.5K | Added$5.39K |
| TD Waterhouse Canada Inc. | 5.11K | $484.6K | $1.6K | Added$336.1K |
| CFM WEALTH PARTNERS LLC | 5.12K | $484K | $3.43K | Cut−$2.86K |
| Principle Wealth Partners LLC | 5.1K | $482.3K | $3.42K | Added$3.42K |
| Sava Infond d.o.o. | 5.1K | $482.3K | $3.42K | Added$3.42K |
| Vanguard National Trust Co | 5.08K | $480.3K | — | Held |
| PATTEN & PATTEN INC/TN | 5.05K | $477.2K | $2.85K | Added$78.5K |
| Westmount Partners, LLC | 5K | $473K | $3.35K | Cut−$29 |
| DAVENPORT & Co LLC | 4.97K | $469.7K | $3.33K | Cut−$239 |
| Tower Wealth Partners, Inc. | 4.96K | $468.5K | $3.3K | Added$6.33K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 4.84K | $458.1K | $3.25K | Added$3.25K |
| Aptus Capital Advisors, LLC | 4.79K | $452.6K | $3.21K | Cut−$22.3K |
| Ameritas Advisory Services, LLC | 4.75K | $449.5K | $3.14K | Added$10.3K |
| NBC SECURITIES, INC. | 4.75K | $449K | $3.21K | Added$3.4K |
| PARTNERS WEALTH MANAGEMENT, LLC | 4.71K | $445.4K | $3.16K | Added$3.16K |
| Union Bancaire Privee, UBP SA | 4.76K | $442.6K | — | New |
| Ellis Investment Partners, LLC | 4.67K | $441.9K | $3.09K | Added$4.22K |
| &PARTNERS | 4.63K | $437.4K | $3.06K | Added$9.87K |
| CCG WEALTH MANAGEMENT, LLC | 4.61K | $435.8K | — | New |
| SACHEM HILL LLC | 4.59K | $434.5K | $3.08K | Added$3.08K |
| Valeo Financial Advisors, LLC | 4.57K | $432K | $3.07K | Cut−$64.3K |
Who left
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$28.2M
- D. E. Shaw & Co., Inc.$17M
- Matthew Goff Investment Advisor, LLC$6.47M
- Renaissance Technologies$5.99M
- Jump Financial, LLC$3.85M
- Tower Research Capital LLC (TRC)$2.95M
- OPPENHEIMER ASSET MANAGEMENT INC.$2.88M
- KM Capital Management Ltd.$2.34M
- Evanson Asset Management, LLC$1.73M
- CTC Alternative Strategies, Ltd.$1.37M
- Atria Investments, Inc$1.14M
- Stratos Wealth Advisors, LLC$984.3K
- B. Riley Wealth Advisors, Inc.$954K
- Crossingbridge Advisors, LLC$943.2K
- AlphaCentric Advisors LLC$938.9K
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.