Stock
Reported value
$66.9B
Holders
2,712
+114 new · −105 exited
Holders’ est. mark
$1.81B
Price effect on 246 books still in the name
Largest holder
$5.4B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.2% · $2.93B
- Icahn Capital0.0% · $17.5M
- State Street0.0% · $98.9M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 43.4M | $5.4B | $175.8M | Added$284.7M |
| BANK OF AMERICA CORP /DE/ | 33.8M | $4.2B | $138.8M | Added$164.9M |
| Fidelity | 23.6M | $2.93B | $88.3M | Added$360.7M |
| JONES FINANCIAL COMPANIES LLLP | 19.9M | $2.42B | $26.9M | Added$466M |
| MORGAN STANLEY | 18.2M | $2.27B | $74.6M | Added$95.6M |
| ENVESTNET ASSET MANAGEMENT INC | 17.9M | $2.22B | $67.5M | Added$259.6M |
| LPL Financial LLC | 16.6M | $2.07B | $68.7M | Cut−$37.8M |
| WELLS FARGO & COMPANY/MN | 14.7M | $1.83B | $60.8M | Added$32.6M |
| RAYMOND JAMES FINANCIAL INC | 14.1M | $1.76B | $58.2M | Added$63.6M |
| Bank of New York Mellon Corp | 11.8M | $1.47B | $48.7M | Added$18.3M |
| UBS Group AG | 10.2M | $1.26B | $39.6M | Added$111.3M |
| NORTHERN TRUST CORP | 9.56M | $1.19B | $39M | Added$53.2M |
| BlackRock, Inc. | 9.01M | $1.12B | $35.2M | Added$96.4M |
| Financial Engines Advisors L.L.C. | 7.72M | $959.7M | $31.9M | Added$19.7M |
| PNC Financial Services Group, Inc. | 7.57M | $941M | $31.3M | Cut−$15.4M |
| ROYAL BANK OF CANADA | 7.4M | $919.8M | $30.1M | Added$44.1M |
| GOLDMAN SACHS GROUP INC | 6.59M | $819M | $26.7M | Added$41.1M |
| First Command Advisory Services, Inc. | 6.51M | $809.6M | $26.7M | Added$32.1M |
| Baird Financial Group, Inc. | 6.46M | $803.5M | $25.3M | Added$66.4M |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 5.26M | $654.3M | $21.7M | Cut−$95.2M |
| GLENMEDE TRUST CO NA | 4.99M | $620.5M | $20.5M | Added$24.8M |
| TRUIST FINANCIAL CORP | 4.92M | $611.3M | $19.2M | Added$53.1M |
| US BANCORP \DE\ | 4.86M | $604.3M | $20.1M | Added$15.5M |
| AMERIPRISE FINANCIAL INC | 4.25M | $528.5M | $17.6M | Cut−$17.7M |
| REGIONS FINANCIAL CORP | 4.01M | $498.7M | $16.6M | Added$16.7M |
| KEYBANK NATIONAL ASSOCIATION/OH | 3.84M | $477.2M | $15.7M | Added$18.9M |
| Cerity Partners LLC | 3.58M | $444.5M | $14.8M | Added$4.83M |
| HighTower Advisors, LLC | 3.52M | $438.1M | $13.8M | Added$35.9M |
| Cresset Asset Management, LLC | 3.28M | $408.2M | $13.3M | Added$21.2M |
| FIFTH THIRD BANCORP | 3.22M | $399.8M | $8.5M | Added$152.6M |
| Cetera Investment Advisers | 2.89M | $359.2M | $11.8M | Added$16.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.7M | $335.6M | $11.1M | Cut−$37.4M |
| Nationwide Fund Advisors | 2.68M | $333.6M | $8.69M | Added$80.8M |
| JPMORGAN CHASE & CO | 2.73M | $330.6M | $1.62M | Added$48.2M |
| Millburn Ridgefield LLC /DE/ | 2.46M | $305.6M | $9.18M | Added$38.6M |
| Catalyst Capital Advisors LLC | 2.46M | $305.6M | $9.18M | Added$38.6M |
| Pathstone Holdings, LLC | 2.34M | $291M | $9.26M | Added$15.7M |
| Circle Wealth Management, LLC | 2.29M | $284.6M | $9.45M | Added$9.45M |
| Alesco Advisors LLC | 2.24M | $278.5M | $9.25M | Added$1.06M |
| HUNTINGTON NATIONAL BANK | 2.17M | $269.5M | $8.41M | Added$24.7M |
| Corient Private Wealth LLC | 2.11M | $260.5M | $6.52M | Cut−$7.5M |
| MAI Capital Management | 1.97M | $244.9M | $8.13M | Added$690.5K |
| Wealthspire Advisors, LLC | 1.94M | $241.3M | $7.86M | Added$12.7M |
| Valeo Financial Advisors, LLC | 2.12M | $239.3M | $5.72M | Cut−$4.43M |
| Clark Capital Management Group, Inc. | 1.82M | $226M | $7.02M | Added$21.6M |
| Rockefeller Capital Management L.P. | 1.77M | $219.5M | $6.58M | Added$28.1M |
| Focus Partners Wealth | 1.74M | $216M | $7.23M | Added$6.16M |
| Mariner, LLC | 1.73M | $215.6M | $7.11M | Added$6.19M |
| STIFEL FINANCIAL CORP | 1.72M | $213.9M | $7.02M | Added$9.54M |
| BANK OF MONTREAL /CAN/ | 1.69M | $210.2M | $6.94M | Added$8.37M |
| Haverford Trust Co | 1.6M | $199.5M | $6.63M | Cut−$3.62M |
| Steward Partners Investment Advisory, LLC | 1.6M | $199.3M | $6.56M | Added$8.53M |
| OSAIC HOLDINGS, INC. | 1.59M | $197.3M | $6.38M | Added$10.8M |
| Mesirow Financial Investment Management, Inc. | 1.57M | $195M | $4.5M | Added$64.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.46M | $182.9M | $469.9K | Cut−$122.3M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1.47M | $182.5M | $6.06M | Added$5.73M |
| Modera Wealth Management, LLC | 1.41M | $175.1M | $5.82M | Added$5.56M |
| BRIDGES INVESTMENT MANAGEMENT INC | 1.34M | $166.8M | $5.47M | Added$7.74M |
| MERCER GLOBAL ADVISORS INC /ADV | 1.33M | $164.8M | $5.91M | Added$5.85M |
| Bleakley Financial Group, LLC | 1.32M | $164.6M | $4.48M | Added$34.4M |
| BROWN ADVISORY INC | 1.31M | $163M | $4.35M | Added$36.5M |
| Creative Planning | 1.26M | $156.2M | $5.19M | Added$5.25M |
| Allworth Financial LP | 1.24M | $154.6M | $5.14M | Added$5.11M |
| Missouri Education Pension Trust | 1.22M | $151.2M | $3.43M | Added$51.5M |
| FARMERS & MERCHANTS INVESTMENTS INC | 1.21M | $150.9M | $4.88M | Added$8.74M |
| MML INVESTORS SERVICES, LLC | 1.21M | $150.1M | $4.99M | Cut−$12.5M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 1.19M | $147.4M | $4.9M | Added$4.9M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1.17M | $145M | $4.76M | Added$1.28M |
| ASSETMARK, INC | 1.15M | $143.2M | $4.76M | Added$4.21M |
| FRANKLIN RESOURCES INC | 1.13M | $139.9M | $4.4M | Added$12M |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 1.06M | $132M | $3.88M | Added$19.2M |
| VICTORY CAPITAL MANAGEMENT INC | 1.06M | $131.3M | $3.75M | Added$22.2M |
| Acropolis Investment Management, LLC | 999.9K | $124.3M | $4.13M | Added$4.15M |
| WestEnd Advisors, LLC | 937.3K | $116.5M | $3.78M | Added$6.51M |
| Beacon Pointe Advisors, LLC | 888.2K | $110.4M | $739.4K | Added$88.9M |
| M&T Bank Corp | 886.4K | $110.2M | $3.66M | Cut−$8.03M |
| Members Trust Co | 866.3K | $107.7M | $3.5M | Added$5.93M |
| Atlantic Union Bankshares Corp | 856.5K | $106.5M | $3.54M | Cut−$126.3K |
| CAPTRUST FINANCIAL ADVISORS | 856.3K | $106.4M | $3.53M | Added$3.07M |
| Destination Wealth Management | 838K | $104.2M | $3.46M | Added$3.18M |
| &PARTNERS | 813.9K | $101.3M | $3.44M | Added$4.2M |
| State Street | 795.4K | $98.9M | $3.29M | Cut−$23.9M |
| Kestra Advisory Services, LLC | 793.1K | $98.6M | $2.89M | Added$14.6M |
| Farther Finance Advisors, LLC | 737.2K | $92.1M | $3.12M | Added$12.9M |
| Sequoia Financial Advisors, LLC | 705.5K | $87.7M | $2.85M | Added$4.85M |
| WHITTIER TRUST CO | 689K | $86.9M | $957.7K | Added$187.9K |
| Glenview Trust Co | 695.1K | $86.4M | $2.84M | Added$3.89M |
| First Interstate Bank | 679.7K | $84.5M | $2.79M | Added$3.38M |
| Accredited Investors Inc. | 664.3K | $82.6M | $2.63M | Added$6.09M |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 603.2K | $82.1M | $7.92M | Added$22.6M |
| Steele Capital Management, Inc. | 650.9K | $80.9M | $2.6M | Added$5.16M |
| Lido Advisors, LLC | 633K | $78.7M | $2.8M | Added$3.26M |
| IEQ CAPITAL, LLC | 627.8K | $78M | $2.31M | Added$10.8M |
| SWF LLC | 627.7K | $78M | $2.42M | Added$5.95M |
| PRINCIPAL FINANCIAL GROUP INC | 623.2K | $77.5M | $1.39M | Added$37.1M |
| Alaska Permanent Capital Management, LLC | 609K | $75.7M | $2.34M | Added$6M |
| SAGE FINANCIAL GROUP INC | 606K | $75.3M | $2.45M | Added$4.15M |
| MISSION WEALTH MANAGEMENT, LP | 598.2K | $74.4M | $2.47M | Added$1.43M |
| Klingman & Associates, LLC | 592.8K | $73.7M | $2.34M | Added$5.5M |
| SIGMA INVESTMENT COUNSELORS INC | 556.9K | $69.2M | $2.3M | Cut−$569 |
| St. Louis Trust Co | 549.3K | $68.3M | $2.27M | Added$752.7K |
| UMB Bank, n.a. | 548.3K | $68.2M | $2.26M | Cut−$980.8K |
| JOHNSON INVESTMENT COUNSEL INC | 541.8K | $67.4M | $2.04M | Added$7.91M |
| BOKF, NA | 539K | $67M | $2.21M | Added$2.75M |
| Private Advisor Group, LLC | 531.6K | $66.1M | $2.17M | Added$2.86M |
| GREENLEAF TRUST | 522.7K | $65M | $2.16M | Cut−$1.24M |
| Horizon Investments, LLC | 521K | $64.8M | $1.03M | Added$34.7M |
| ALLIANCEBERNSTEIN L.P. | 526K | $63.2M | $0 | Added$1.58M |
| Connecticut Wealth Management, LLC | 506.2K | $62.9M | $2.09M | Cut−$2.42M |
| Wealth Architects, LLC | 506K | $62.9M | $2.05M | Added$3.22M |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 500.9K | $62.3M | $2.03M | Added$3.06M |
| Clearstead Advisors, LLC | 491.3K | $61.1M | $2.03M | Added$2.02M |
| CAHABA WEALTH MANAGEMENT, INC. | 477.7K | $59.4M | $1.9M | Added$3.98M |
| Abound Wealth Management | 468.1K | $58.2M | $1.84M | Added$4.77M |
| BROWN BROTHERS HARRIMAN & CO | 466K | $57.9M | $1.92M | Added$1.92M |
| BLB&B Advisors, LLC | 465.8K | $57.9M | $1.92M | Added$192.9K |
| Bangor Savings Bank | 462.2K | $57.5M | $1.91M | Cut−$574.6K |
| Atlanta Consulting Group Advisors, LLC | 458.7K | $57M | $1.73M | Added$6.64M |
| AXXCESS WEALTH MANAGEMENT, LLC | 457.1K | $56.8M | $1.89M | Added$237.4K |
| OAKWORTH CAPITAL, INC. | 456.7K | $56.8M | $1.06M | Added$25.8M |
| Stratos Wealth Partners, LTD. | 449.9K | $55.9M | $1.81M | Added$3.12M |
| Independent Advisor Alliance | 444.6K | $55.3M | $46.9K | Added$53.9M |
| FULTON BREAKEFIELD BROENNIMAN LLC | 439.6K | $54.6M | $1.4M | Added$14M |
| Capital Asset Advisory Services LLC | 397.8K | $54.2M | $4.55M | Added$2.87M |
| SigFig Wealth Management, LLC | 433.3K | $53.9M | $1.66M | Added$5.43M |
| Fiduciary Trust Co | 425.6K | $52.9M | $1.76M | Added$6.67K |
| REBALANCE, LLC | 424.5K | $52.8M | $1.75M | Added$1.8M |
| SilverOak Wealth Management LLC | 418.9K | $52.1M | $1.7M | Added$2.72M |
| Legacy Wealth Management, Inc | 414.4K | $51.5M | $1.71M | Added$1.18M |
| JANE STREET GROUP, LLC | 413.2K | $51.4M | $17.8K | Added$50.9M |
| Ally Invest Advisors Inc. | 412.1K | $51.2M | $1.64M | Added$3.38M |
| Berman McAleer LLC | 408K | $50.7M | $1.68M | Added$1.89M |
| Arcataur Capital Management LLC | 403.8K | $50.2M | $1.6M | Added$3.76M |
| BLAIR WILLIAM & CO/IL | 402.8K | $50.1M | $1.42M | Added$8.71M |
| CITIGROUP INC | 399.7K | $49.7M | $1.65M | Added$1.24M |
| Pinnacle Financial Partners, Inc. | 399K | $49.6M | $1.62M | Added$2.52M |
| PRINCIPAL SECURITIES, INC. | 396.7K | $49.3M | $1.49M | Added$5.89M |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 395.3K | $49.1M | $1.63M | Added$1.35M |
| CONNING INC. | 391.7K | $48.7M | $1.57M | Added$3.07M |
| Maple Capital Management, Inc. | 387.5K | $48.2M | $1.6M | Added$1.71M |
| Arrow Financial Corp | 385.5K | $47.9M | $1.47M | Added$5.14M |
| RKL Wealth Management LLC | 382.2K | $47.5M | $1.58M | Cut−$1.97M |
| Stockman Wealth Management, Inc. | 379.3K | $47.1M | $1.5M | Added$3.41M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 377.6K | $46.9M | — | Held |
| Concurrent Investment Advisors, LLC | 377K | $46.9M | $1.48M | Added$3.71M |
| Chesley Taft & Associates LLC | 370.1K | $46M | $1.51M | Added$2.1M |
| IFG Advisors, LLC | 367.1K | $45.6M | $1.49M | Added$2.21M |
| BECKER CAPITAL MANAGEMENT INC | 365.7K | $45.5M | $1.51M | Cut−$5.67M |
| MACKENZIE FINANCIAL CORP | 365.3K | $45.4M | $632.4K | Added$18.6M |
| Vision Capital Management, Inc. | 364K | $45.2M | $1.5M | Cut−$3.99M |
| UNITED BANK | 362.7K | $45.1M | $1.5M | Cut−$2.08M |
| MCF Advisors LLC | 362.2K | $45M | $1.39M | Added$4.52M |
| Frontier Asset Management, LLC | 359.2K | $44.6M | $1.46M | Added$2.24M |
| Sanctuary Advisors, LLC | 353.7K | $44M | $1.43M | Added$2.46M |
| PLANNING ALTERNATIVES LTD /ADV | 352.7K | $43.8M | $1.44M | Added$1.95M |
| Ballentine Partners, LLC | 346.5K | $43.1M | $1.43M | Added$414.7K |
| Pine Ridge Advisers LLC | 344.3K | $42.8M | $1.42M | Added$1.42M |
| Trilogy Capital Inc. | 343K | $42.6M | $1.17M | Added$8.53M |
| FIRST FINANCIAL BANK - TRUST DIVISION | 340.7K | $42.3M | $1.3M | Added$4.44M |
| Orion Porfolio Solutions, LLC | 337.3K | $41.9M | $1.29M | Added$4.45M |
| Amplius Wealth Advisors, LLC | 336.1K | $41.8M | $1.35M | Added$2.45M |
| Elk River Wealth Management LLC | 335.5K | $41.7M | $1.47M | Added$1.77M |
| WHITTIER TRUST CO OF NEVADA INC | 326.4K | $41.2M | $402.4K | Added$5.06M |
| Shoker Investment Counsel, Inc. | 327.6K | $40.7M | $1.35M | Added$947.9K |
| Summit Financial Strategies, Inc. | 323.5K | $40.2M | $1.16M | Added$6.36M |
| EP Wealth Advisors, LLC | 323.5K | $40.2M | $1.34M | Added$302.4K |
| Painted Porch Advisors LLC | 322.3K | $40.1M | $1.33M | Cut−$70.7K |
| Fi3 FINANCIAL ADVISORS, LLC | 321K | $39.9M | $1.25M | Added$3.6M |
| Starr Indemnity & Liability Co | 320.9K | $39.9M | $1.33M | Added$1.33M |
| Envestnet Portfolio Solutions, Inc. | 320.9K | $39.9M | $1.33M | Cut−$6.09M |
| JFS WEALTH ADVISORS, LLC | 318.6K | $39.6M | $1.32M | Added$1.34M |
| First National Trust Co | 318.5K | $39.6M | $1.32M | Cut−$855.1K |
| Magnus Financial Group LLC | 318.5K | $39.6M | $1.27M | Added$2.67M |
| Calamos Advisors LLC | 312.5K | $38.8M | $47.5K | Added$37.5M |
| FOUNDERS FINANCIAL SECURITIES LLC | 295.6K | $38.7M | $2.77M | Added$7.18M |
| One Day In July LLC | 310.4K | $38.6M | $1.28M | Added$381.8K |
| Advisory Services Network, LLC | 306.9K | $38.2M | $1.27M | Added$1.16M |
| Legacy Advisors, LLC | 304K | $37.8M | $1.12M | Added$5.31M |
| Colony Family Offices, LLC | 303.3K | $37.7M | $1.25M | Added$1.43M |
| Graves Light Lenhart Wealth, Inc. | 302.7K | $37.6M | $1.21M | Added$2.43M |
| Calamos Wealth Management LLC | 301K | $37.4M | $1.19M | Added$2.64M |
| Urban Financial Advisory Corp | 296.5K | $36.9M | $181.8K | Added$31.6M |
| Fifth Third Wealth Advisors LLC | 294.3K | $36.6M | $1.21M | Added$1.35M |
| OPPENHEIMER & CO INC | 293.1K | $36.4M | $1.21M | Added$1.25M |
| FIDUCIENT ADVISORS LLC | 286.9K | $35.7M | $619.2K | Added$17.6M |
| GUIDANCE CAPITAL, INC | 254.7K | $35.2M | $1.9M | Added$2.88M |
| ALBION FINANCIAL GROUP /UT | 282.6K | $35.1M | $1.16M | Added$1.27M |
| RTD Financial Advisors, Inc. | 281.5K | $35M | $1.16M | Added$732.1K |
| Capital Investment Advisors, LLC | 278.7K | $34.6M | $1.15M | Added$700.8K |
| Financial Enhancement Group LLC | 255.4K | $34.6M | $1.32M | Added$2.06M |
| Valmark Advisers, Inc. | 277.4K | $34.5M | $1.15M | Cut−$144.5K |
| Grove Bank & Trust | 276.7K | $34.4M | $1.14M | Added$1.13M |
| Alaska Wealth Advisors, LLC | 276.6K | $34.4M | $1.05M | Added$3.93M |
| Hudock, Inc. | 276.4K | $34.4M | $1.12M | Added$1.81M |
| MassMutual Private Wealth & Trust, FSB | 275.7K | $34.3M | $1.14M | Added$968.5K |
| NorthRock Partners, LLC | 274.8K | $34.2M | $1.13M | Added$802.8K |
| HANCOCK WHITNEY CORP | 249.4K | $33.8M | $3.84M | Added$2.41M |
| LAZARD ASSET MANAGEMENT LLC | 271.1K | $33.7M | $1.12M | Added$889.9K |
| BAR HARBOR WEALTH MANAGEMENT | 271K | $33.7M | $987.4K | Added$4.96M |
| HORAN Wealth, LLC | 279.5K | $33.6M | $21.8K | Added$16.8M |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 269.5K | $33.5M | $784.2K | Added$10.7M |
| MBL Wealth, LLC | 264.7K | $32.9M | $1.06M | Added$2.07M |
| LOWE BROCKENBROUGH & CO INC | 264.6K | $32.9M | $1.06M | Added$2.08M |
| Voya Financial Advisors, Inc. | 270K | $32.9M | −$210.6K | Cut−$3.02M |
| World Investment Advisors | 263K | $32.7M | $1.01M | Added$3.28M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 262.3K | $32.6M | — | New |
| Madison Asset Management, LLC | 260.5K | $32.4M | $1.03M | Added$2.41M |
| PRUDENTIAL FINANCIAL INC | 254.2K | $31.6M | $578.2K | Added$4.74M |
| Vestmark Advisory Solutions, Inc. | 252.1K | $31.3M | $1M | Added$2.14M |
| Merit Financial Group, LLC | 251.5K | $31.3M | $1.01M | Added$1.88M |
| Private Wealth Asset Management, LLC | 248.3K | $30.9M | $957.6K | Added$3M |
| Ashton Thomas Private Wealth, LLC | 246.2K | $30.6M | $1.02M | Cut−$3M |
| HB Wealth Management, LLC | 244.4K | $30.4M | $1.01M | Added$363.5K |
| Single Point Partners, LLC | 243.7K | $30.3M | $1M | Added$1.13M |
| KINTRA WEALTH, LLC | 241K | $30M | — | New |
| CIBC Bancorp USA Inc. | 240.8K | $29.9M | — | Held |
| Round Rock Advisors LLC | 239K | $29.7M | $987K | Added$666.7K |
| PINNACLE ASSOCIATES LTD | 237.8K | $29.6M | $982.1K | Cut−$1.95M |
| CAPITAL ADVISORS INC/OK | 236.5K | $29.4M | $937.4K | Added$2.12M |
| Oakwell Private Wealth Management, LLC | 235.5K | $29.3M | $912.9K | Added$2.71M |
| COMMERCE BANK | 233.9K | $29.1M | $271.8K | Added$21.2M |
| Rehmann Capital Advisory Group | 233.6K | $29M | $689K | Added$1.21M |
| First Financial Bankshares Inc | 230K | $28.6M | $946.7K | Added$1.05M |
| HEADINVEST, LLC | 228.9K | $28.5M | $945.4K | Added$775.5K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 228.2K | $28.4M | $730.1K | Added$7.12M |
| Resonant Capital Advisors, LLC | 227.3K | $28.3M | $938.6K | Cut−$4.77M |
| PROATHLETE WEALTH MANAGEMENT LLC | 226.9K | $28.2M | $882.6K | Added$1.47M |
| DIMENSION CAPITAL MANAGEMENT LLC | 226.9K | $28.2M | $761K | Added$6.06M |
| Cedar Mountain Advisors, LLC | 223.2K | $27.7M | $921.7K | Added$651.9K |
| LTG Capital LLC | 220.8K | $27.4M | $905.2K | Added$1.1M |
| CITIZENS FINANCIAL GROUP INC/RI | 220.3K | $27.4M | $910K | Cut−$544.9K |
| Savant Capital, LLC | 220.2K | $27.4M | $909.4K | Cut−$957.6K |
| Gladstone Institutional Advisory LLC | 217.2K | $27M | $867.2K | Added$1.77M |
| FORM Wealth Advisors, LLC | 217.1K | $27M | $896.5K | Added$806.3K |
| SMITH, MOORE & CO. | 216.6K | $26.9M | $882.7K | Added$1.24M |
| TRUEFG, LLC | 216.1K | $26.9M | $886.8K | Added$1.05M |
| CATALYST FINANCIAL PARTNERS LLC | 215.8K | $26.8M | $891.3K | Cut−$1.28M |
| Pathway Financial Advisors LLC | 212K | $26.6M | $145.2K | Added$1.07M |
| Curi Capital, LLC | 213.8K | $26.6M | $883K | Cut−$65.2K |
| 1ST SOURCE BANK | 213.6K | $26.5M | $844.8K | Added$1.96M |
| FIRST MERCHANTS CORP | 212.5K | $26.4M | $877.6K | Added$192.9K |
| Conservest Capital Advisors, Inc. | 212.4K | $26.4M | $616.2K | Added$8.48M |
| Kelman-Lazarov, Inc. | 212.2K | $26.4M | $864.2K | Added$1.23M |
| COURIER CAPITAL LLC | 211.9K | $26.3M | $686.5K | Added$6.36M |
| Consolidated Portfolio Review Corp | 211.7K | $26.3M | $874.5K | Added$874.5K |
| Birch Hill Investment Advisors LLC | 210.8K | $26.2M | $870.7K | Added$769.7K |
| Northwest Quadrant Wealth Management, LLC | 208.1K | $25.9M | $859.3K | Added$19.8K |
| PITTENGER & ANDERSON INC | 207.9K | $25.8M | $822.9K | Added$1.9M |
| HSBC HOLDINGS PLC | 206.2K | $25.6M | $752.3K | Added$3.74M |
| Arkadios Wealth Advisors | 206.1K | $25.6M | $851.2K | Added$487.6K |
Who left
- Provida Pension Fund Administrator$372.5M
- NewEdge Advisors, LLC$71.9M
- MASON STREET ADVISORS, LLC$57.2M
- Citadel$37.7M
- Nan Shan Life Insurance Co., Ltd.$25.6M
- Constellation Investments, Inc.$24M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$15.3M
- Dynasty Wealth Management, LLC$12.8M
- IFG Advisory, LLC$12.1M
- D. E. Shaw & Co., Inc.$11.5M
- SIH Partners, LLLP$9.13M
- FIDUCIARY MANAGEMENT INC /WI/$7.32M
- Sage Advisory Services, Ltd.Co.$7.29M
- Mandatum Life Insurance Co Ltd$5.86M
- J.W. COLE ADVISORS, INC.$5.31M
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.