Stock
Reported value
$1.97B
Holders
465
+43 new · −46 exited
Holders’ est. mark
−$166.8M
Price effect on 236 books still in the name
Largest holder
$202.1M
Fisher Asset Management, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $33.3M
- Renaissance Technologies0.0% · $670.7K
- Icahn Capital0.0% · $325K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Fisher Asset Management, LLC | 1.72M | $202.1M | −$19.4M | Cut−$21.4M |
| BANK OF AMERICA CORP /DE/ | 1.55M | $181.9M | −$17.4M | Cut−$20.3M |
| MORGAN STANLEY | 1.54M | $181.3M | −$17.4M | Cut−$18.8M |
| Phoenix Financial Ltd. | 1.2M | $140.8M | −$13.5M | Cut−$13.5M |
| PGIM Custom Harvest LLC | 1.07M | $125.8M | −$6.65M | Added$49.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 710.6K | $83.6M | −$7.4M | Cut−$1.07M |
| GOLDMAN SACHS GROUP INC | 645.4K | $75.9M | −$6.97M | Cut−$3.79M |
| LPL Financial LLC | 560.4K | $65.9M | −$6.32M | Cut−$13.3M |
| TWO SIGMA INVESTMENTS, LP | 559K | $65.8M | — | New |
| WELLS FARGO & COMPANY/MN | 425.5K | $50.1M | −$4.8M | Cut−$8.33M |
| UBS Group AG | 407.4K | $47.9M | −$4.59M | Cut−$6.08M |
| Steward Partners Investment Advisory, LLC | 324K | $38.1M | −$3.65M | Cut−$15.9M |
| RAYMOND JAMES FINANCIAL INC | 314.8K | $37M | −$2.78M | Added$5.19M |
| ROYAL BANK OF CANADA | 297.8K | $35M | −$3.26M | Cut−$2.22M |
| Fidelity | 283.2K | $33.3M | −$3.19M | Cut−$3.48M |
| Magnus Financial Group LLC | 206.6K | $24.3M | −$2.26M | Cut−$1.56M |
| COMMONWEALTH EQUITY SERVICES, LLC | 199.5K | $23.5M | −$2.25M | Cut−$4.21M |
| Kestra Advisory Services, LLC | 191.7K | $22.6M | −$2.16M | Cut−$2.58M |
| SCOTIA CAPITAL INC. | 168.4K | $19.8M | −$1.85M | Cut−$1.43M |
| Cetera Investment Advisers | 145.3K | $17.1M | −$1.64M | Cut−$2.15M |
| AMERIPRISE FINANCIAL INC | 137.8K | $16.2M | −$1.55M | Cut−$6.33M |
| JPMORGAN CHASE & CO | 135.6K | $15.6M | −$1.88M | Cut−$120.2M |
| PATTEN & PATTEN INC/TN | 116.9K | $13.8M | −$1.32M | Cut−$1.36M |
| ENVESTNET ASSET MANAGEMENT INC | 114.4K | $13.5M | −$1.04M | Added$1.6M |
| XML Financial, LLC | 113.7K | $13.4M | −$1.27M | Cut−$1.15M |
| Sanctuary Advisors, LLC | 110.1K | $12.9M | −$1.09M | Added$507.6K |
| OSAIC HOLDINGS, INC. | 104.1K | $12.3M | −$1.18M | Cut−$11.8M |
| JONES FINANCIAL COMPANIES LLLP | 103.5K | $11.8M | −$1.37M | Cut−$56.7K |
| STIFEL FINANCIAL CORP | 83.4K | $9.81M | −$939.5K | Cut−$15.8M |
| OpenArc Corporate Advisory, LLC | 78.4K | $9.23M | −$883.7K | Cut−$37.6M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 74.4K | $8.77M | −$829.2K | Cut−$993.7K |
| Prasad Wealth Partners, LLC | 68.2K | $8.03M | −$737.3K | Cut−$405.7K |
| PRINCIPAL FINANCIAL GROUP INC | 67.6K | $7.95M | −$761.7K | Cut−$27.2M |
| Private Advisor Group, LLC | 56.8K | $6.68M | −$639.9K | Cut−$1.07M |
| Tower Research Capital LLC (TRC) | 56.6K | $6.66M | −$124 | Added$6.66M |
| WASHINGTON TRUST Co | 54.6K | $6.42M | −$615.2K | Cut−$852.7K |
| First Citizens Financial Corp | 54.3K | $6.39M | −$612.3K | Cut−$624.4K |
| BANK OF MONTREAL /CAN/ | 54.3K | $6.39M | −$611.9K | Cut−$40.4M |
| Zurich Insurance Group Ltd/FI | 50.3K | $5.91M | −$613.1K | Cut−$613K |
| Stillwater Capital Advisors, LLC | 50.1K | $5.89M | −$564.2K | Cut−$1.81M |
| Finley Financial, LLC | 40.4K | $4.76M | −$455.6K | Cut−$2.79M |
| Ethos Financial Group, LLC | 35.4K | $4.56M | $0 | Held |
| CITIGROUP INC | 38.4K | $4.52M | −$432.7K | Cut−$22.8M |
| Equitable Holdings, Inc. | 34.9K | $4.49M | −$726 | Added$252.8K |
| Gerber Kawasaki Wealth & Investment Management | 38K | $4.47M | −$412.9K | Cut−$258.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37.7K | $4.44M | −$56.8K | Added$3.79M |
| HC Advisors, LLC | 36.5K | $4.3M | −$406.3K | Cut−$348.1K |
| Eagle Strategies LLC | 36K | $4.24M | −$403.9K | Cut−$383.4K |
| Pinnacle Financial Partners, Inc. | 35.5K | $4.18M | −$400.7K | Cut−$463K |
| KKM Financial LLC | 32.2K | $4.15M | $0 | Held |
| PETTYJOHN, WOOD & WHITE, INC | 33.2K | $3.9M | −$373.9K | Cut−$496.4K |
| SYON CAPITAL LLC | 32.6K | $3.84M | −$358K | Cut−$257.8K |
| HighTower Advisors, LLC | 31.8K | $3.74M | −$347.3K | Cut−$251.4K |
| First Heartland Consultants, Inc. | 31.1K | $3.66M | −$351K | Cut−$441.5K |
| Rockefeller Capital Management L.P. | 31.1K | $3.66M | −$303.5K | Added$186.2K |
| Mariner, LLC | 29.7K | $3.5M | −$334.8K | Cut−$1.76M |
| Safe Harbor Fiduciary, LLC | 27.7K | $3.26M | −$169.9K | Added$1.31M |
| Somerset Group LLC | 25.2K | $3.16M | −$136.7K | Cut−$87.9K |
| AlphaCore Capital LLC | 26.6K | $3.13M | −$299.6K | Cut−$18M |
| Colony Family Offices, LLC | 25K | $2.94M | −$281.5K | Cut−$371.7K |
| JANE STREET GROUP, LLC | 24.1K | $2.84M | — | New |
| Geneos Wealth Management Inc. | 24K | $2.82M | −$269.8K | Cut−$264.4K |
| Smartleaf Asset Management LLC | 24.2K | $2.79M | −$359.1K | Cut−$614.8K |
| PNC Financial Services Group, Inc. | 23.7K | $2.79M | −$266.9K | Cut−$382.7K |
| Nvest Financial, LLC | 23K | $2.71M | −$220.9K | Added$183K |
| WealthCare Investment Partners, LLC | 22.2K | $2.61M | −$251.2K | Cut−$55K |
| Atria Investments, Inc | 21.6K | $2.54M | −$186K | Added$415.6K |
| Kovack Advisors, Inc. | 21.2K | $2.5M | −$230.9K | Cut−$420.7K |
| Creative Planning | 20.8K | $2.45M | −$187.1K | Added$307.9K |
| Bank of New York Mellon Corp | 19.5K | $2.29M | −$147.1K | Added$610.5K |
| TRUIST FINANCIAL CORP | 19K | $2.23M | −$213.9K | Cut−$2.1M |
| Merit Financial Group, LLC | 18.9K | $2.22M | −$132.7K | Added$702.4K |
| OneDigital Investment Advisors LLC | 18.7K | $2.2M | −$210.5K | Cut−$4.47M |
| Avior Wealth Management, LLC | 18.4K | $2.17M | −$207.6K | Cut−$356.1K |
| HUNTINGTON NATIONAL BANK | 18.1K | $2.13M | −$203.6K | Cut−$231.3K |
| FOUNDERS FINANCIAL SECURITIES LLC | 16.6K | $2.04M | −$101.4K | Cut−$215.5K |
| Financial Freedom, LLC | 16.6K | $1.95M | −$98.3K | Added$828.1K |
| KENNICOTT CAPITAL MANAGEMENT LLC | 16.4K | $1.93M | −$185.1K | Cut−$343.7K |
| DAVENPORT & Co LLC | 16.4K | $1.93M | −$184.7K | Cut−$214K |
| AFT, FORSYTH & COMPANY, INC. | 16.3K | $1.92M | −$184.1K | Cut−$208.6K |
| Mutual Advisors, LLC | 16.1K | $1.9M | −$182K | Cut−$281K |
| Allen Investment Management, LLC | 15.8K | $1.86M | −$176.6K | Cut−$176.6K |
| Koshinski Asset Management, Inc. | 15.7K | $1.85M | −$177.1K | Cut−$205.1K |
| MML INVESTORS SERVICES, LLC | 15.2K | $1.78M | −$170.9K | Cut−$374K |
| Gotham Asset Management, LLC | 15K | $1.77M | −$169.3K | Cut−$169.3K |
| Wealthstar Advisors, LLC | 14.9K | $1.76M | −$168.2K | Cut−$943.7K |
| Virtue Capital Management, LLC | 15K | $1.73M | −$219.6K | Cut−$281.1K |
| MMBG INVESTMENT ADVISORS CO. | 14.5K | $1.71M | −$163.4K | Cut−$163.4K |
| Essex LLC | 14.1K | $1.66M | −$145.7K | Cut−$8.4K |
| COMMERCE BANK | 13.8K | $1.62M | −$119.1K | Added$261.9K |
| CAPTRUST FINANCIAL ADVISORS | 13.7K | $1.61M | −$153.9K | Cut−$151.4K |
| Castle Rock Wealth Management, LLC | 13.4K | $1.58M | −$107.3K | Cut−$4.99K |
| Gerald Baker Financial Group LLC | 13.3K | $1.56M | — | Held |
| HSBC HOLDINGS PLC | 13.2K | $1.56M | −$149K | Cut−$102.3M |
| BLAIR WILLIAM & CO/IL | 13K | $1.53M | −$146.3K | Cut−$145.2K |
| HBW ADVISORY SERVICES LLC | 12.8K | $1.51M | −$116.2K | Added$176.9K |
| Quantinno Capital Management LP | 12.6K | $1.49M | −$142.6K | Cut−$184.3K |
| Corient Private Wealth LLC | 15.9K | $1.46M | −$595.9K | Cut−$601.4K |
| KCM INVESTMENT ADVISORS LLC | 11.9K | $1.4M | −$134K | Cut−$166.5K |
| NORTHERN TRUST CORP | 11.7K | $1.38M | −$131.7K | Cut−$245.2K |
| Prostatis Group LLC | 11.5K | $1.35M | −$26.5K | Added$1.05M |
| Navis Wealth Advisors, LLC | 11.5K | $1.35M | −$128.7K | Cut−$122.1K |
| MAI Capital Management | 11.4K | $1.34M | −$124.8K | Cut−$85.3K |
| Beacon Pointe Advisors, LLC | 11.4K | $1.34M | −$59.1K | Added$659.2K |
| Nova Wealth Management, Inc. | 11.3K | $1.33M | −$127.7K | Cut−$211.3K |
| Prospera Financial Services Inc | 11.3K | $1.33M | −$127.1K | Cut−$1.38M |
| Nikulski Financial, Inc. | 11K | $1.29M | −$123.9K | Cut−$123.5K |
| Cascade Financial Partners, LLC | 11K | $1.29M | −$56.3K | Added$648.4K |
| Quadrant Private Wealth Management, LLC | 11K | $1.29M | −$123.7K | Cut−$131K |
| SAGESPRING WEALTH PARTNERS, LLC | 10.8K | $1.28M | −$122.2K | Cut−$105.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10.7K | $1.27M | −$156.5K | Cut−$248.2K |
| HARMONY ASSET MANAGEMENT LLC | 10.8K | $1.27M | −$117.5K | Cut−$76.2K |
| Outlook Wealth Advisors, LLC | 10.7K | $1.26M | −$120K | Cut−$113K |
| GTS SECURITIES LLC | 10.6K | $1.24M | — | New |
| Sigma Planning Corp | 10.5K | $1.24M | −$118.6K | Cut−$131.7K |
| U.S. Capital Wealth Advisors, LLC | 10.4K | $1.22M | −$66.8K | Added$456.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 10.1K | $1.19M | −$114.1K | Cut−$154.6K |
| One Charles Private Wealth Services, LLC | 10.1K | $1.19M | −$103.2K | Added$10.5K |
| Federation des caisses Desjardins du Quebec | 9.9K | $1.16M | −$111.6K | Cut−$111.6K |
| MERCER GLOBAL ADVISORS INC /ADV | 9.79K | $1.15M | −$110.4K | Cut−$454.5K |
| Arkadios Wealth Advisors | 9.52K | $1.12M | −$100.7K | Cut−$33.6K |
| STEPHENS INC /AR/ | 9.48K | $1.12M | −$102.1K | Cut−$52.8K |
| Tepp RIA, LLC | 9.29K | $1.09M | −$84.4K | Added$126.3K |
| Matthew Goff Investment Advisor, LLC | 9.23K | $1.09M | — | New |
| Wealth Management Partners, LLC | 9.16K | $1.08M | −$102.9K | Cut−$99.3K |
| Ameritas Advisory Services, LLC | 8.93K | $1.05M | −$100.6K | Cut−$100.2K |
| Cerity Partners LLC | 8.88K | $1.04M | −$100K | Cut−$331.8K |
| Baird Financial Group, Inc. | 8.87K | $1.04M | −$99.9K | Cut−$105.7K |
| FIFTH THIRD BANCORP | 8.85K | $1.04M | −$7.89K | Added$951.5K |
| Acropolis Investment Management, LLC | 8.77K | $1.03M | −$98.8K | Cut−$98.8K |
| Genesee Capital Advisors, LLC | 8.65K | $1.02M | −$97.5K | Cut−$515K |
| LIBERTY WEALTH MANAGEMENT LLC | 8.63K | $1.01M | −$77.8K | Added$124.6K |
| Tidemark, LLC | 8.2K | $964.9K | −$92.4K | Cut−$147.2K |
| NATIONAL BANK OF CANADA /FI/ | 8.18K | $963.2K | −$91K | Cut−$153K |
| Prime Capital Investment Advisors, LLC | 8.13K | $956.6K | −$91.6K | Cut−$111.7K |
| Chesapeake Wealth Management | 8.12K | $955.6K | −$91.5K | Cut−$180.8K |
| Phillip James Consulting Co. | 7.68K | $954K | — | New |
| Joel Isaacson & Co., LLC | 7.97K | $937.8K | −$89.2K | Cut−$82.5K |
| CIBC WORLD MARKET INC. | 7.97K | $937.5K | −$89.8K | Cut−$120.6K |
| &PARTNERS | 7.72K | $908.8K | −$87K | Cut−$11.9M |
| HARBOUR INVESTMENTS, INC. | 7.68K | $903.3K | −$86.5K | Cut−$140.2K |
| Game Plan Financial Advisors, LLC | 7.52K | $884.8K | −$65.4K | Added$137K |
| Chicago Partners Investment Group LLC | 6.98K | $871.5K | −$12.6K | Cut−$8.34K |
| Wealth Management Associates, Inc. | 7.39K | $869.4K | −$83.1K | Cut−$81.4K |
| HF Advisory Group, LLC | 7.26K | $854.6K | −$81.8K | Cut−$120.9K |
| Ancora Advisors LLC | 7.19K | $846.2K | −$81K | Cut−$131K |
| Glenview Trust Co | 7.1K | $835.3K | −$80K | Cut−$327.7K |
| Haverford Trust Co | 7.04K | $828.4K | −$79.4K | Cut−$79.4K |
| Empirical Asset Management, LLC | 7K | $823.3K | −$77.7K | Cut−$66K |
| HFG Advisors, Inc. | 6.98K | $821.4K | −$78.7K | Cut−$78.7K |
| INSIGNEO ADVISORY SERVICES, LLC | 6.96K | $819.2K | −$54.4K | Added$196.5K |
| Stratos Investment Management, LLC | 6.81K | $801.7K | −$76.9K | Cut−$104.2K |
| LPWM LLC | 6.79K | $798.4K | −$54.9K | Added$170.4K |
| Lido Advisors, LLC | 6.68K | $785.6K | −$66K | Cut−$553.5K |
| Valmark Advisers, Inc. | 6.67K | $784.7K | −$75.1K | Cut−$76.9K |
| Csenge Advisory Group | 6.49K | $763.5K | −$73.1K | Cut−$111K |
| Sunbelt Securities, Inc. | 6.48K | $762.6K | −$72.1K | Cut−$62.6K |
| FIRST CITIZENS BANK & TRUST CO | 6.43K | $756.6K | −$72.5K | Cut−$72.5K |
| GARRISON POINT ADVISORS, LLC | 6.38K | $750.2K | −$71.9K | Cut−$71.9K |
| Asset One Wealth Management LLC | 5.94K | $744.7K | −$19.5K | Cut−$112.5K |
| May Barnhard Investments LLC | 6.22K | $732.4K | −$70.1K | Cut−$70K |
| CWM, LLC | 6.14K | $722.4K | $721.6K | Added$721.5K |
| ALLSTATE CORP | 6K | $706K | −$67.6K | Cut−$409.3K |
| Whitener Capital Management, Inc. | 5.92K | $697.1K | −$66.8K | Cut−$101.6K |
| IHT Wealth Management, LLC | 5.92K | $695.9K | −$66.6K | Cut−$98.9K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 5.86K | $689.7K | −$62.3K | Cut−$23.6K |
| COTTONWOOD CAPITAL ADVISORS, LLC | 5.81K | $683.5K | — | New |
| Robertson Stephens Wealth Management, LLC | 5.79K | $681.7K | −$65.4K | Cut−$64.5K |
| TWO SIGMA SECURITIES, LLC | 5.77K | $679K | — | New |
| INDEPENDENT FINANCIAL GROUP, LLC | 5.7K | $671K | −$64.2K | Cut−$191.3K |
| Renaissance Technologies | 5.7K | $670.7K | −$64.2K | Cut−$1.35M |
| Gladstone Institutional Advisory LLC | 5.7K | $670.2K | −$64.1K | Cut−$545.2K |
| Meridian Wealth Management, LLC | 5.59K | $657.6K | −$62.9K | Cut−$128.8K |
| Focus Partners Wealth | 5.59K | $657.6K | −$63K | Cut−$3.15M |
| KINGSWOOD WEALTH ADVISORS, LLC | 5.59K | $657.2K | — | New |
| SOUTHERN CAPITAL ADVISORS, LLC | 5.51K | $648.8K | −$59.2K | Cut−$28.8K |
| Ironwood Financial, llc | 5.5K | $647.1K | −$73.8K | Cut−$95.3K |
| Bigelow Investment Advisors, LLC | 5.45K | $641.5K | −$61.4K | Cut−$95K |
| Retirement Planning Group, LLC | 5.45K | $641.2K | −$52.5K | Added$40.8K |
| CreativeOne Wealth, LLC | 5.39K | $634.6K | −$60.9K | Cut−$130.2K |
| Redwood Financial Network Corp | 5.38K | $632.6K | −$60.6K | Cut−$103.7K |
| CENTRAL VALLEY ADVISORS, LLC | 5.27K | $620.1K | −$49.2K | Added$58K |
| Connecticut Wealth Management, LLC | 5.24K | $617.1K | −$58.8K | Cut−$56.1K |
| Wealthcare Advisory Partners LLC | 5.2K | $612K | −$58.6K | Cut−$63.4K |
| FORTE ASSET MANAGEMENT LLC | 5.18K | $610.1K | −$58.4K | Cut−$3.12M |
| Modera Wealth Management, LLC | 5.16K | $606.7K | −$58.1K | Cut−$58.1K |
| Sargent Investment Group, LLC | 5.13K | $603.6K | −$57.8K | Cut−$57.8K |
| MONTAG A & ASSOCIATES INC | 5.07K | $596.5K | −$57.1K | Cut−$57.1K |
| Farther Finance Advisors, LLC | 5.02K | $592.2K | −$31.3K | Added$221.2K |
| Visionary Wealth Advisors | 5.03K | $591.9K | −$56.7K | Cut−$56.7K |
| Triton Wealth Management, PLLC | 4.91K | $582.3K | −$38.9K | Cut−$17.3K |
| BRADLEY FOSTER & SARGENT INC/CT | 4.93K | $579.9K | −$55.5K | Cut−$55.5K |
| Stratos Wealth Partners, LTD. | 4.89K | $575.6K | −$55.1K | Cut−$3.41M |
| Strategic Investment Solutions, Inc. /IL | 4.89K | $575.6K | −$27.4K | Added$262.9K |
| GDS Wealth Management | 4.88K | $574.1K | −$52K | Cut−$21.1K |
| Simmons Bank | 4.84K | $570.1K | −$54.6K | Cut−$110K |
| PACIFIC SUN FINANCIAL CORP | 4.81K | $566.1K | −$50.5K | Cut−$11.7K |
| Cyndeo Wealth Partners, LLC | 4.75K | $559.4K | −$53.6K | Cut−$1.69M |
| WESPAC Advisors, LLC | 4.67K | $549.4K | −$52.6K | Cut−$52.6K |
| Samara Investment Management, LLC | 4.53K | $533.5K | — | Held |
| D.A. DAVIDSON & CO. | 4.51K | $530.7K | −$50.8K | Cut−$178.3K |
| Commonwealth Financial Services, LLC | 4.46K | $524.6K | −$50.3K | Cut−$49.9K |
| Zhang Financial LLC | 4.46K | $524.6K | — | New |
| LRI Investments, LLC | 4.34K | $511K | −$48.9K | Cut−$48.9K |
| Gallagher Capital Advisors, LLC | 6.32K | $510.1K | — | New |
| M&T Bank Corp | 4.27K | $502.2K | −$48.1K | Cut−$48.1K |
| RIK SAYLOR FINANCIAL, INC. | 4.22K | $496.7K | −$47.6K | Cut−$57K |
| Advisory Services Network, LLC | 4.2K | $494.1K | −$47.3K | Cut−$13M |
| Gryphon Financial Partners LLC | 4.15K | $488.4K | −$46.8K | Cut−$46.8K |
| CFM WEALTH PARTNERS LLC | 4.12K | $485K | −$46.5K | Cut−$46.5K |
| GLENMEDE TRUST CO NA | 4.09K | $481.2K | −$46.1K | Cut−$46.1K |
| FIRST TRUST ADVISORS LP | 4.08K | $480.5K | −$46K | Cut−$82.6K |
| Capital Wealth Alliance, LLC | 4.04K | $475K | −$46.5K | Cut−$55.6K |
| B. Riley Wealth Advisors, Inc. | 4.08K | $468.8K | −$56.6K | Cut−$56.6K |
| Bond & Devick Financial Network, Inc. | 3.96K | $466.1K | −$44.6K | Cut−$44.6K |
| Kesler, Norman & Wride, LLC | 3.92K | $461.7K | −$44.2K | Cut−$185.4K |
| Lighthouse Financial LLC | 3.9K | $458.9K | −$44K | Cut−$44K |
| US BANCORP \DE\ | 3.9K | $458.8K | −$43.9K | Cut−$99.8K |
| RWA WEALTH PARTNERS, LLC | 3.9K | $458.3K | −$43.9K | Cut−$43.9K |
| World Investment Advisors | 3.88K | $457K | −$41.7K | Cut−$20.4K |
| Unified Investment Management | 3.85K | $453.5K | −$43.4K | Cut−$43.4K |
| SOA Wealth Advisors, LLC. | 3.85K | $452.4K | −$43.4K | Cut−$90K |
| Apollon Financial, LLC | 3.75K | $441.8K | −$42.3K | Cut−$42.3K |
| Rollins Financial Advisors, LLC | 3.74K | $439.5K | −$42.2K | Cut−$42.3K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3.73K | $439.3K | −$4.06K | Added$392.9K |
| TRITONPOINT WEALTH, LLC | 3.73K | $438.5K | −$42K | Cut−$72.3K |
| GREAT VALLEY ADVISOR GROUP, INC. | 3.72K | $437.5K | — | New |
| GAMCO INVESTORS, INC. ET AL | 3.7K | $435.4K | −$41.7K | Cut−$41.7K |
| Cascade Wealth Advisors, Inc | 3.54K | $433.9K | −$14.4K | Cut−$13.1K |
| Americana Partners, LLC | 3.65K | $429.6K | −$20.6K | Added$194K |
| Larson Financial Group LLC | 3.6K | $423.3K | −$38.4K | Cut−$15.8K |
| NorthRock Partners, LLC | 3.59K | $422.2K | −$40.4K | Cut−$59.8K |
| XTX Topco Ltd | 3.54K | $416.5K | — | New |
| Daybright Advisory Services, Inc. | 3.43K | $404K | −$38.8K | Cut−$38.2K |
| Savant Capital, LLC | 3.43K | $403.8K | −$32.4K | Added$34K |
| Jacobs Equity LLC | 3.42K | $402K | −$38.5K | Cut−$45.1K |
| Stonebridge Financial Planning Group, LLC | 3.4K | $399.9K | −$38.3K | Cut−$79K |
| CATHY PARETO & ASSOCIATES, INC | 3.4K | $399.4K | −$38.9K | Cut−$85.8K |
| Focus Financial Network, Inc. | 3.38K | $398.1K | −$38.1K | Cut−$60.4K |
| Financial Engines Advisors L.L.C. | 3.36K | $395.5K | −$37.9K | Cut−$56.7K |
| Snowden Capital Advisors LLC | 3.32K | $390.2K | −$31.2K | Added$33.2K |
| Urban Wealth Management, LLC | 3.31K | $390K | −$37.4K | Cut−$46.4K |
| Integrated Wealth Concepts LLC | 3.29K | $386.6K | −$33.6K | Added$1.79K |
| Rehmann Capital Advisory Group | 3.28K | $385.9K | −$36.8K | Cut−$35.5K |
| Atlas Brown,Inc. | 3.24K | $381.2K | −$36.4K | Cut−$49.3K |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 3.24K | $381.1K | −$36.5K | Cut−$36.5K |
| Capital Investment Advisors, LLC | 3.24K | $381.1K | −$36.5K | Cut−$71.7K |
| DAGCO, INC. | 3.2K | $376.5K | −$36.1K | Cut−$36.1K |
| BlackRock, Inc. | 3.2K | $376.2K | −$36K | Cut−$61M |
| FIRST MERCHANTS CORP | 3.17K | $372.4K | −$35.7K | Cut−$35.7K |
Who left
- Dynasty Wealth Management, LLC$227.2M
- WealthCare Asset Management, LLC$8.01M
- UNIQUE WEALTH, LLC$6.47M
- Citadel$2.94M
- DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$2.45M
- Apeiron RIA LLC$2.24M
- Trademark Financial Management, LLC$2.1M
- LEE JOHNSON CAPITAL MANAGEMENT, LLC$1.76M
- Y-Intercept (Hong Kong) Ltd$1.64M
- TUDOR INVESTMENT CORP ET AL$1.59M
- Biondo Investment Advisors, LLC$1.08M
- Brendel Financial Advisors LLC$913.1K
- Buck Wealth Strategies, LLC$891.9K
- Quartz Partners, LLC$870.8K
- J.W. COLE ADVISORS, INC.$787.6K
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.