Stock
Reported value
$1.44B
Holders
512
+29 new · −53 exited
Holders’ est. mark
−$65.3M
Price effect on 240 books still in the name
Largest holder
$155.7M
UBS Group AG
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $2.3M
- Fidelity0.0% · $2.81M
- Icahn Capital0.0% · $479.9K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| UBS Group AG | 2.53M | $155.7M | −$4.15M | Added$77.5M |
| MORGAN STANLEY | 2.23M | $137.4M | −$7.71M | Cut−$10.4M |
| BANK OF AMERICA CORP /DE/ | 1.53M | $94.3M | −$5.29M | Cut−$6.04M |
| LPL Financial LLC | 1.41M | $87M | −$4.89M | Cut−$11M |
| PGIM Custom Harvest LLC | 1.07M | $65.9M | −$2.42M | Added$20.4M |
| WELLS FARGO & COMPANY/MN | 1.05M | $64.5M | −$3.16M | Added$5.15M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1M | $61.8M | −$3.47M | Cut−$6.33M |
| PINKERTON WEALTH, LLC | 861.2K | $56.1M | −$0 | Added$16M |
| ROYAL BANK OF CANADA | 899.8K | $55.5M | −$2.89M | Added$1.11M |
| GOLDMAN SACHS GROUP INC | 694.5K | $42.8M | −$2.09M | Added$3.5M |
| RAYMOND JAMES FINANCIAL INC | 671.7K | $41.4M | −$2.19M | Added$221.3K |
| Kestra Advisory Services, LLC | 421.2K | $26M | −$1.34M | Added$738.5K |
| OAKWORTH CAPITAL, INC. | 417.2K | $25.7M | −$1.42M | Cut−$1.01M |
| OSAIC HOLDINGS, INC. | 376.2K | $23.2M | −$1.3M | Cut−$1.38M |
| COMMONWEALTH EQUITY SERVICES, LLC | 350K | $21.6M | −$1.21M | Cut−$2.5M |
| HighTower Advisors, LLC | 288K | $17.8M | −$995.6K | Cut−$994.3K |
| AMERIPRISE FINANCIAL INC | 272.5K | $16.8M | −$950.1K | Cut−$3.33M |
| Cetera Investment Advisers | 206.1K | $12.7M | −$671.3K | Added$70.7K |
| JONES FINANCIAL COMPANIES LLLP | 177K | $10.6M | −$811K | Added$152.6K |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 154.6K | $9.53M | −$450.6K | Added$1.05M |
| Concurrent Investment Advisors, LLC | 148.6K | $9.16M | −$472.1K | Added$276.1K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 145.7K | $8.98M | −$504K | Cut−$515.8K |
| JPMORGAN CHASE & CO | 136.1K | $8.22M | −$602.6K | Cut−$43.4K |
| ARKANSAS FINANCIAL GROUP, INC. | 129.6K | $8.14M | −$277K | Added$262.2K |
| ENVESTNET ASSET MANAGEMENT INC | 131.9K | $8.13M | −$411K | Added$395.4K |
| Private Advisor Group, LLC | 121.2K | $7.47M | −$419.3K | Cut−$1.04M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 117K | $7.21M | −$405.7K | Cut−$554.7K |
| TWO SIGMA INVESTMENTS, LP | 116K | $7.15M | −$140.4K | Added$4.51M |
| Steward Partners Investment Advisory, LLC | 111.3K | $6.86M | −$385.3K | Cut−$1.28M |
| SP Asset Management LLC | 102.4K | $6.31M | −$354.3K | Cut−$370.1K |
| First Citizens Financial Corp | 92.9K | $5.73M | −$321.4K | Cut−$369.3K |
| PRINCIPAL FINANCIAL GROUP INC | 92.5K | $5.7M | −$319.9K | Cut−$10.6M |
| GFS Advisors, LLC | 21.3K | $5.59M | — | New |
| BANK OF MONTREAL /CAN/ | 86.8K | $5.35M | −$300.4K | Cut−$1.18M |
| Equitable Holdings, Inc. | 75.7K | $4.92M | −$3.72K | Cut−$4.18M |
| Gerald Baker Financial Group LLC | 76.9K | $4.74M | — | Held |
| Stillwater Capital Advisors, LLC | 74.1K | $4.57M | −$256.5K | Cut−$732.4K |
| TRUIST FINANCIAL CORP | 72.8K | $4.49M | −$161.2K | Added$1.45M |
| HC Advisors, LLC | 72.3K | $4.46M | −$250.3K | Cut−$329.4K |
| PETTYJOHN, WOOD & WHITE, INC | 72.1K | $4.44M | −$249.4K | Cut−$293.3K |
| STIFEL FINANCIAL CORP | 71.1K | $4.38M | −$245.8K | Cut−$2.14M |
| Capital Investment Advisors, LLC | 69.2K | $4.27M | −$239.6K | Cut−$257.2K |
| FORTE ASSET MANAGEMENT LLC | 66K | $4.07M | −$228.2K | Cut−$266.6K |
| Lighthouse Financial LLC | 63.2K | $3.9M | −$203.7K | Added$64.9K |
| NATIONAL BANK OF CANADA /FI/ | 54.7K | $3.37M | −$189.3K | Cut−$374.4K |
| Sanctuary Advisors, LLC | 53.8K | $3.31M | −$165.8K | Added$193.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 53.4K | $3.29M | −$263.2K | Cut−$713.7K |
| National Philanthropic Trust | 53.2K | $3.28M | −$184K | Cut−$280.4K |
| Mariner, LLC | 51.7K | $3.18M | −$159.7K | Added$253.6K |
| Creative Planning | 50.4K | $3.11M | −$174K | Cut−$167.5K |
| PNC Financial Services Group, Inc. | 49K | $3.02M | −$169.7K | Cut−$365.4K |
| Ethos Financial Group, LLC | 45.7K | $2.98M | $0 | Held |
| MML INVESTORS SERVICES, LLC | 47.9K | $2.95M | −$165.8K | Cut−$715.2K |
| Audent Global Asset Management, LLC | 47K | $2.89M | −$162.5K | Cut−$1.91M |
| RAINEY & RANDALL WEALTH ADVISORS INC. | 46.7K | $2.88M | −$161.6K | Cut−$198.7K |
| Fidelity | 45.6K | $2.81M | −$167.3K | Cut−$114.4K |
| Mine & Arao Wealth Creation & Management, LLC. | 43.4K | $2.67M | −$150.1K | Cut−$152.8K |
| LOM Asset Management Ltd | 41.8K | $2.58M | −$144.7K | Cut−$180.8K |
| Conservest Capital Advisors, Inc. | 40.8K | $2.51M | −$141.1K | Cut−$249.4K |
| Smartleaf Asset Management LLC | 41.1K | $2.48M | −$211.6K | Cut−$304.5K |
| Laurel Wealth Advisors LLC | 38.4K | $2.32M | −$177.6K | Cut−$151K |
| Citadel | 37.3K | $2.3M | −$123.6K | Cut−$23.3K |
| MGO ONE SEVEN LLC | 37.2K | $2.3M | −$128.8K | Cut−$266.8K |
| MONEY CONCEPTS CAPITAL CORP | 37.1K | $2.29M | −$21K | Added$1.89M |
| Empirical Asset Management, LLC | 35.5K | $2.19M | −$122.7K | Cut−$148.5K |
| Essex LLC | 35.1K | $2.16M | −$118.4K | Cut−$62.3K |
| Gladstone Institutional Advisory LLC | 34.1K | $2.1M | −$117.6K | Cut−$112.6K |
| NWF Advisory Services Inc. | 32.6K | $2.01M | −$103.2K | Added$66K |
| Quest 10 Wealth Builders, Inc. | 32.2K | $1.99M | −$111.2K | Cut−$106.8K |
| Arkadios Wealth Advisors | 31.4K | $1.93M | −$105.2K | Cut−$44.3K |
| Lido Advisors, LLC | 30.8K | $1.9M | $68.1K | Cut−$20.3K |
| Zurich Insurance Group Ltd/FI | 29.6K | $1.83M | −$114.4K | Cut−$114.4K |
| CoreCap Advisors, LLC | 29.2K | $1.8M | −$101.1K | Cut−$1.96M |
| AUA CAPITAL MANAGEMENT, LLC | 29.2K | $1.8M | −$101.1K | Cut−$125.3K |
| JOHNSON INVESTMENT COUNSEL INC | 29.1K | $1.79M | −$100.7K | Cut−$536.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | 28.9K | $1.78M | −$100K | Cut−$2.03M |
| Tower Research Capital LLC (TRC) | 27.9K | $1.72M | −$24.6K | Added$1.26M |
| Fifth Third Securities, Inc. | 27.7K | $1.71M | −$92.4K | Cut−$27.7K |
| MMBG INVESTMENT ADVISORS CO. | 27.5K | $1.69M | −$95K | Cut−$147.1K |
| CIBC WORLD MARKET INC. | 27.4K | $1.69M | −$94.5K | Cut−$90.5K |
| DAVENPORT & Co LLC | 26.6K | $1.64M | −$91.9K | Cut−$99.6K |
| &PARTNERS | 26.2K | $1.61M | −$86.8K | Cut−$20K |
| CORRADO ADVISORS, LLC | 25.9K | $1.6M | −$89.4K | Cut−$86.4K |
| Rockefeller Capital Management L.P. | 25.7K | $1.59M | −$77.1K | Added$134K |
| Corient Private Wealth LLC | 26.3K | $1.57M | −$140.3K | Cut−$228.4K |
| WIN ADVISORS, INC | 25.3K | $1.56M | −$87.5K | Cut−$739K |
| MERCER GLOBAL ADVISORS INC /ADV | 25.1K | $1.55M | −$28.8K | Added$1.01M |
| Virtue Capital Management, LLC | 25.5K | $1.54M | — | New |
| TD Waterhouse Canada Inc. | 24.4K | $1.52M | −$72.8K | Cut−$97.4K |
| COMMERCE BANK | 24K | $1.48M | −$76K | Added$47.3K |
| CAPTRUST FINANCIAL ADVISORS | 23.9K | $1.47M | −$80.5K | Cut−$23K |
| US BANCORP \DE\ | 23K | $1.42M | −$75.7K | Cut−$3.1K |
| Valmark Advisers, Inc. | 22.9K | $1.41M | −$79.1K | Cut−$160.5K |
| Sigma Planning Corp | 22.8K | $1.4M | −$36.5K | Added$716.8K |
| NORTHERN TRUST CORP | 22.2K | $1.37M | −$76.8K | Cut−$444.6K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 22.1K | $1.37M | −$74.6K | Cut−$38.3K |
| Quantinno Capital Management LP | 22.1K | $1.36M | −$55.8K | Added$313.6K |
| Kovack Advisors, Inc. | 21.9K | $1.36M | −$64.2K | Cut−$42.2K |
| Simmons Bank | 21.1K | $1.3M | −$72.9K | Cut−$134.1K |
| KENNICOTT CAPITAL MANAGEMENT LLC | 20.9K | $1.29M | −$72.3K | Cut−$72.3K |
| Adams Wealth Management | 20.2K | $1.24M | −$59.4K | Added$125K |
| CacheTech Inc. | 20.2K | $1.24M | −$59.4K | Added$125K |
| Farther Finance Advisors, LLC | 19.5K | $1.21M | −$30.5K | Added$545.1K |
| SCOTIA CAPITAL INC. | 19.6K | $1.21M | −$67.5K | Cut−$98K |
| Cerity Partners LLC | 19.5K | $1.2M | −$61.1K | Added$54.2K |
| U.S. Capital Wealth Advisors, LLC | 19.4K | $1.2M | −$67.2K | Cut−$102K |
| BANQUE PICTET & CIE SA | 19.1K | $1.18M | −$66K | Cut−$66K |
| CITIZENS FINANCIAL GROUP INC/RI | 19K | $1.17M | −$65.5K | Cut−$63.6K |
| SMITH, MOORE & CO. | 18.8K | $1.16M | −$56.9K | Added$85.8K |
| Prospera Financial Services Inc | 18.7K | $1.15M | −$62.6K | Cut−$26.1K |
| Beacon Pointe Advisors, LLC | 18.4K | $1.14M | −$63.8K | Cut−$216.4K |
| OneDigital Investment Advisors LLC | 18.3K | $1.13M | −$63.5K | Cut−$2.43M |
| Merkkuri Wealth Advisors LLC | 18.3K | $1.13M | −$62.2K | Cut−$40.8K |
| Lakeshore Capital Group, Inc. | 18.2K | $1.12M | −$63K | Cut−$74.4K |
| LIBERTY WEALTH MANAGEMENT LLC | 18.2K | $1.12M | −$53.7K | Added$108.2K |
| My Personal CFO, LLC | 18K | $1.11M | −$62.3K | Cut−$501.7K |
| VestGen Advisors, LLC | 17.9K | $1.1M | −$66.4K | Cut−$266.7K |
| Sankala Group LLC | 18K | $1.09M | −$110.4K | Cut−$132K |
| WCG Wealth Advisors LLC | 17.5K | $1.08M | −$60.7K | Cut−$124K |
| Focus Partners Wealth | 17.2K | $1.06M | −$59.4K | Cut−$258.3K |
| PINNACLE ASSOCIATES LTD | 17.1K | $1.05M | −$59.1K | Cut−$94.1K |
| Apella Capital, LLC | 16.7K | $1.05M | −$39.6K | Cut−$6.43K |
| NorthRock Partners, LLC | 17K | $1.05M | −$58.7K | Cut−$58.7K |
| MAI Capital Management | 16.8K | $1.04M | −$58.1K | Cut−$78.8K |
| KMG FIDUCIARY PARTNERS, LLC | 16.8K | $1.03M | −$58.1K | Cut−$58.1K |
| RPS ADVISORY SOLUTIONS LLC | 16.5K | $1.02M | −$57.2K | Cut−$8.36M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16.5K | $1.02M | −$45.8K | Added$156.1K |
| Pathstone Holdings, LLC | 16K | $986.5K | −$55.4K | Cut−$55.4K |
| Sunbelt Securities, Inc. | 16K | $986K | −$41.2K | Added$210.3K |
| Glass Jacobson Investment Advisors llc | 15.9K | $982K | −$55.1K | Cut−$55.3K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 15.8K | $973.9K | −$54.7K | Cut−$54.7K |
| Royal Fund Management, LLC | 15.7K | $970.4K | −$54.5K | Cut−$246.7K |
| Asset One Wealth Management LLC | 15.6K | $959.6K | −$59.7K | Cut−$57.2K |
| AFT, FORSYTH & COMPANY, INC. | 15.4K | $950.7K | −$53.3K | Cut−$78.7K |
| SOA Wealth Advisors, LLC. | 15.3K | $945.5K | −$53.1K | Cut−$58K |
| Glenview Trust Co | 15.2K | $935.2K | −$52.5K | Cut−$147.1K |
| BROWN ADVISORY INC | 15.1K | $930.9K | −$46.3K | Added$59.9K |
| Sovran Advisors, LLC | 15.2K | $930K | −$68.6K | Cut−$39K |
| Allen Investment Management, LLC | 15K | $926.6K | −$52.1K | Cut−$52.1K |
| Climber Capital SA | 15.8K | $901.3K | $80.4K | Cut−$469.3K |
| Oxinas Partners, LLC | 14.5K | $892.6K | −$50.1K | Cut−$54.2K |
| IFP Advisors, Inc | 14.5K | $891.4K | −$50K | Cut−$180.7K |
| Federation des caisses Desjardins du Quebec | 14.4K | $889K | −$49.9K | Cut−$49.9K |
| Haverford Trust Co | 14.4K | $888.2K | −$49.9K | Cut−$49.9K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 14.5K | $886.4K | −$60K | Cut−$70.7K |
| Indivisible Partners | 13.9K | $857.7K | −$48.1K | Cut−$48.1K |
| Integrated Wealth Concepts LLC | 13.8K | $851.6K | −$32.4K | Added$242.8K |
| High Point Wealth Management, LLC | 13.8K | $851.1K | −$47.6K | Cut−$45.2K |
| TRITONPOINT WEALTH, LLC | 13.6K | $839.8K | −$47.1K | Cut−$77.3K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 13.5K | $833.1K | −$46.7K | Cut−$51.5K |
| BLAIR WILLIAM & CO/IL | 13.4K | $827.9K | −$41.2K | Added$52.6K |
| CENTRAL VALLEY ADVISORS, LLC | 13.3K | $817.3K | −$37.6K | Added$109.4K |
| Bond & Devick Financial Network, Inc. | 13.2K | $812.9K | −$45.6K | Cut−$65.2K |
| Bellwether Advisors, LLC | 13.2K | $811.7K | −$45.6K | Cut−$45.6K |
| V2 Financial group LLC | 13K | $801.3K | −$45K | Cut−$45K |
| Claro Advisors Inc. | 12.9K | $797.6K | −$42.6K | Cut−$5.11K |
| Cresset Asset Management, LLC | 12.9K | $795.6K | −$44.7K | Cut−$76K |
| CHOREO, LLC | 12.8K | $791.7K | −$49.5K | Cut−$90K |
| Vivaldi Capital Management LP | 12.7K | $784.9K | −$44.1K | Cut−$111.1K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 12.6K | $779.2K | −$42.6K | Cut−$21.6K |
| Sowell Financial Services LLC | 12.6K | $774.7K | −$43.5K | Cut−$43.5K |
| Buck Wealth Strategies, LLC | 12.5K | $773.4K | — | New |
| HSBC HOLDINGS PLC | 12.5K | $769.6K | −$43.2K | Cut−$79.8M |
| Advisory Services Network, LLC | 12.4K | $766.8K | −$43.1K | Cut−$163.8K |
| Heritage Wealth Advisors | 12.4K | $762.4K | −$42.8K | Cut−$42.8K |
| Regal Investment Advisors LLC | 11.7K | $724.1K | −$40.6K | Cut−$58.6K |
| Boreal Capital Management LLC | 11.7K | $720.9K | −$40.5K | Cut−$40.5K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11.4K | $702.6K | −$39.4K | Cut−$63.5K |
| HighPoint Advisor Group LLC | 11.2K | $688.8K | −$38.6K | Cut−$69.5K |
| CARY STREET PARTNERS FINANCIAL LLC | 11.2K | $688.5K | −$30.3K | Added$117.6K |
| Asempa Wealth Advisors | 11K | $685.7K | −$32.9K | Cut−$132.5K |
| GREAT VALLEY ADVISOR GROUP, INC. | 11.1K | $682.8K | −$23.5K | Added$242.3K |
| D.A. DAVIDSON & CO. | 10.9K | $673.9K | −$20.3K | Added$293K |
| Apollon Wealth Management, LLC | 10.7K | $661.1K | −$37.1K | Cut−$222.8K |
| CWM, LLC | 10.7K | $656.9K | $656.2K | Added$655.8K |
| HUNTINGTON NATIONAL BANK | 10.6K | $651.3K | −$25.5K | Added$172.3K |
| CIBC Bancorp USA Inc. | 10.5K | $645.8K | — | Held |
| Independent Advisor Alliance | 10.4K | $641K | −$14K | Added$378.5K |
| WESBANCO BANK INC | 10.4K | $640.1K | −$35.9K | Cut−$35.9K |
| Waterloo Capital, L.P. | 10.4K | $639.8K | −$35.8K | Cut−$33.9K |
| Avior Wealth Management, LLC | 10.2K | $628.1K | — | New |
| Prime Capital Investment Advisors, LLC | 10.1K | $622K | −$33.2K | Cut−$1.6K |
| OPPENHEIMER & CO INC | 10.1K | $621.1K | −$34.9K | Cut−$36.9K |
| Sachetta, LLC | 10.1K | $621K | −$34.8K | Cut−$33.3K |
| CFM WEALTH PARTNERS LLC | 10.1K | $620.1K | −$34.8K | Cut−$34.8K |
| OXFORD FINANCIAL GROUP, LTD. LLC | 10.1K | $619.8K | −$34.8K | Cut−$34.8K |
| MONTAG A & ASSOCIATES INC | 10K | $616.4K | −$34.6K | Cut−$34.6K |
| Stratos Wealth Partners, LTD. | 9.96K | $613.6K | −$34.5K | Cut−$34.9K |
| NewEdge Advisors, LLC | 16K | $611.6K | −$428K | Cut−$1.01M |
| American State Bank (Iowa) | 9.91K | $611.2K | −$34.3K | Cut−$34.3K |
| Geneos Wealth Management Inc. | 9.76K | $601.3K | −$33.7K | Cut−$70.3K |
| STEPHENS INC /AR/ | 9.66K | $595.4K | −$29.1K | Added$47K |
| Carnegie Investment Counsel | 9.57K | $589.9K | −$33.1K | Cut−$58.5K |
| Mutual Advisors, LLC | 9.53K | $587.2K | −$33K | Cut−$174.5K |
| Symphony Financial Services, Inc. | 9.49K | $585.3K | −$32.8K | Cut−$32.2K |
| Coastal Bridge Advisors, LLC | 9.41K | $580.3K | −$32.6K | Cut−$139.7K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 9.4K | $579.6K | −$32.5K | Cut−$32.5K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 9.32K | $574.5K | −$32.2K | Cut−$33.9K |
| Moors & Cabot, Inc. | 9.31K | $573.6K | −$30.6K | Cut−$2.4K |
| Black Swift Group, LLC | 9.18K | $565.5K | −$29.1K | Added$18.4K |
| FIRST CITIZENS BANK & TRUST CO | 9.18K | $565.5K | −$31.7K | Cut−$31.7K |
| Finley Financial, LLC | 9.13K | $562.5K | −$31.6K | Cut−$117.8K |
| Acropolis Investment Management, LLC | 9.07K | $559.1K | −$31.4K | Cut−$31.4K |
| Wealthspire Retirement, LLC | 9K | $554.8K | −$31.1K | Cut−$108.6K |
| COZAD ASSET MANAGEMENT INC | 8.98K | $553.6K | −$31.1K | Cut−$31.1K |
| Redhawk Wealth Advisors, Inc. | 8.95K | $551.4K | −$31K | Cut−$301.1K |
| Snowden Capital Advisors LLC | 8.88K | $547.5K | −$21.1K | Added$151.7K |
| Caprock Group, LLC | 8.8K | $542.4K | −$30.4K | Cut−$30.4K |
| PLANNING DIRECTIONS INC | 8.79K | $541.9K | −$30.4K | Cut−$109.3K |
| DAYMARK WEALTH PARTNERS, LLC | 8.75K | $539.4K | −$30.3K | Cut−$30.1K |
| Wealthspire Advisors, LLC | 8.62K | $531.2K | −$26.4K | Added$33.8K |
| Owen LaRue, LLC | 8.43K | $519.6K | −$19.2K | Added$159.2K |
| Mill Creek Capital Advisors, LLC | 8.25K | $508.5K | −$28.5K | Cut−$28.5K |
| Indie Asset Partners, LLC | 8.21K | $505.8K | −$28.4K | Cut−$182K |
| FOCUSED ALPHA, LLC | 8.2K | $505.2K | −$15.4K | Added$215.8K |
| FIFTH THIRD BANCORP | 8.03K | $495K | — | New |
| McIlrath & Eck, LLC | 7.96K | $490.5K | — | New |
| Brookwood Investment Group LLC | 7.94K | $489.5K | −$25.5K | Added$10.4K |
| HARBOR INVESTMENT ADVISORY, LLC | 7.83K | $482.9K | −$27.1K | Cut−$27.1K |
| Icahn Capital | 7.79K | $479.9K | −$26.1K | Cut−$10.7K |
| Sage Capital Management, LLC | 7.75K | $477.7K | −$26.7K | Cut−$25.3K |
| Aptus Capital Advisors, LLC | 7.74K | $476.9K | −$26.6K | Cut−$24.4K |
| Baker Avenue Asset Management, LP | 7.72K | $475.9K | −$26.7K | Cut−$36.6K |
| WHITTIER TRUST CO OF NEVADA INC | 7.63K | $468.9K | −$38.7K | Cut−$38.7K |
| Retirement Planning Group, LLC | 7.49K | $461.6K | −$25.9K | Cut−$71.7K |
| Merit Financial Group, LLC | 7.49K | $461.4K | −$25.8K | Cut−$23.7K |
| Point72 Asset Management, L.P. | 7.47K | $460.4K | — | New |
| EP Wealth Advisors, LLC | 7.41K | $456.5K | −$25.6K | Cut−$82K |
| Armor Investment Advisors, LLC | 7.38K | $454.8K | −$22.4K | Added$32.8K |
| Moment Partners, LLC | 7.38K | $454.6K | −$25.5K | Cut−$25.5K |
| Perigon Wealth Management, LLC | 7.37K | $454.3K | −$25.5K | Cut−$25K |
| Archer Investment Corp | 7.37K | $454.3K | −$25.5K | Cut−$25.4K |
| Advisor Resource Council | 7.35K | $453.2K | — | New |
| CreativeOne Wealth, LLC | 7.32K | $451.1K | −$25.3K | Cut−$277.1K |
| Procyon Advisors, LLC | 7.25K | $446.9K | −$21.6K | Added$40K |
| Arax Advisory Partners | 7.1K | $437.7K | −$24.2K | Cut−$15.4K |
| Ancora Advisors LLC | 7.07K | $435.9K | −$24.5K | Cut−$24.5K |
| ALTERNA WEALTH MANAGEMENT, INC | 7.05K | $434.9K | −$24.4K | Cut−$24.4K |
| Jacobs Equity LLC | 7.04K | $433.6K | −$24.3K | Cut−$93.1K |
| American Financial Advisors, LLC | 6.96K | $428.8K | −$24K | Cut−$23.1K |
| MRA Advisory Group | 6.93K | $427.2K | −$24K | Cut−$23.7K |
| SAX WEALTH ADVISORS, LLC | 6.5K | $423.5K | $0 | Held |
| Weaver Consulting Group | 6.84K | $421.5K | −$23.6K | Cut−$23.6K |
| Manchester Capital Management LLC | 6.78K | $417.9K | −$23.5K | Cut−$23.5K |
| Allworth Financial LP | 6.73K | $414.7K | −$23.2K | Cut−$25.6K |
| AMERIFLEX GROUP, INC. | 6.69K | $412.3K | −$23.2K | Cut−$45.3K |
| Strategic Advocates LLC | 6.57K | $404.9K | −$25.4K | Cut−$50.1K |
| Athena Investment Management | 6.55K | $403.5K | −$22.6K | Cut−$22.6K |
| IEQ CAPITAL, LLC | 6.52K | $401.6K | −$22.5K | Cut−$48.8K |
| Badgley Phelps Wealth Managers, LLC | 6.51K | $401.2K | −$19.1K | Added$41.4K |
Who left
- FIL Ltd$254.6M
- SHERMAN PORFOLIOS, LLC$17.7M
- Camarda Financial Advisors, LLC$14.6M
- Three Seasons Wealth, LLC$9.39M
- MARSHALL WACE, LLP$7.84M
- Summit Financial Consulting LLC$7.15M
- Lifestyle Asset Management, Inc.$3.29M
- Balboa Wealth Partners$2.89M
- USA FINANCIAL FORMULAS$2.55M
- 1832 Asset Management L.P.$2.07M
- IFG Advisory, LLC$1.1M
- Renaissance Technologies$1.05M
- Worth Financial Advisory Group, LLC$962.3K
- READYSTATE ASSET MANAGEMENT LP$870.5K
- FOUNDATIONS INVESTMENT ADVISORS, LLC$851.1K
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.