Stock
Reported value
$649.3M
Holders
417
+50 new · −43 exited
Holders’ est. mark
$54.2M
Price effect on 220 books still in the name
Largest holder
$68.9M
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $270.3K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 3.77M | $68.9M | $6.82M | Added$8.7M |
| LPL Financial LLC | 3.33M | $61M | $5.65M | Added$11.1M |
| ASSETMARK, INC | 2.66M | $48.6M | $4.94M | Added$852.4K |
| MORGAN STANLEY | 2.41M | $44.1M | $3.71M | Added$11.3M |
| UBS Group AG | 1.47M | $26.9M | $2.16M | Added$7.84M |
| GOLDMAN SACHS GROUP INC | 1.23M | $22.5M | $2.29M | Added$1.22M |
| JPMORGAN CHASE & CO | 1.25M | $22M | $1.36M | Cut−$848.3K |
| BANK OF NOVA SCOTIA | 803.6K | $14.7M | $264.7K | Added$12.3M |
| Allianz SE | 789.3K | $14.4M | $1.41M | Added$1.94M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 715K | $13.1M | — | New |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | 700K | $12.8M | — | New |
| CITIGROUP INC | 684.4K | $12.5M | $1.15M | Added$2.36M |
| Generali Investments CEE, investicni spolecnost, a.s. | 619K | $11.3M | $1.15M | Added$1.15M |
| SAGESPRING WEALTH PARTNERS, LLC | 526.9K | $9.64M | $940.4K | Added$1.33M |
| BNP PARIBAS FINANCIAL MARKETS | 520.4K | $9.52M | $707.9K | Added$3.26M |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | 504.9K | $9.24M | $939.2K | Added$939.2K |
| ENVESTNET ASSET MANAGEMENT INC | 485.4K | $8.88M | $815.9K | Added$1.67M |
| ROYAL BANK OF CANADA | 479.2K | $8.77M | $892.8K | Added$251K |
| WELLS FARGO & COMPANY/MN | 468.4K | $8.57M | $871.3K | Added$745.5K |
| MinichMacGregor Wealth Management, LLC | 467.9K | $8.56M | $445K | Added$4.63M |
| COMMONWEALTH EQUITY SERVICES, LLC | 442.5K | $8.09M | $823.1K | Added$665.9K |
| CAPITAL FUND MANAGEMENT S.A. | 360.1K | $6.59M | $669.8K | Cut−$4.04M |
| Erste Asset Management GmbH | 335.1K | $6.14M | $632.1K | Added$632.1K |
| Point Nemo Capital, LLC | 332.3K | $6.08M | $199.3K | Added$4.32M |
| Cetera Investment Advisers | 277.9K | $5.08M | $441.2K | Added$1.19M |
| Florin Court Capital LLP | 268K | $4.9M | $498.4K | Cut−$2.78M |
| NATIONAL BANK OF CANADA /FI/ | 265.1K | $4.84M | $452.2K | Added$830.2K |
| Wealthfront Advisers LLC | 258.2K | $4.72M | $465.3K | Added$612.1K |
| RAYMOND JAMES FINANCIAL INC | 252.8K | $4.62M | $335.2K | Added$1.66M |
| PFG Investments, LLC | 239.6K | $4.38M | $441.2K | Added$484.8K |
| Trans-Canada Capital Inc. | 223.4K | $4.09M | — | New |
| PENOBSCOT WEALTH MANAGEMENT | 230.7K | $4.02M | $106.4K | Added$2.3M |
| AMERIPRISE FINANCIAL INC | 211.5K | $3.87M | $310.5K | Added$1.13M |
| IFP Advisors, Inc | 193.8K | $3.54M | $360.5K | Added$210.9K |
| Baker Avenue Asset Management, LP | 187.5K | $3.43M | $348.7K | Added$148.4K |
| Quadrature Capital Ltd | 144.1K | $2.64M | $268.1K | Cut−$3.46M |
| Caption Management, LLC | 144.1K | $2.64M | $268K | Cut−$4.1M |
| Clark Capital Management Group, Inc. | 140.4K | $2.57M | $261.1K | Cut−$1.18M |
| UNIQUE WEALTH, LLC | 137.8K | $2.52M | $256.3K | Added$150.2K |
| Pure Financial Advisors, LLC | 134.8K | $2.47M | $250.7K | Added$119.6K |
| HighTower Advisors, LLC | 133.2K | $2.44M | $191K | Added$748.6K |
| Rockefeller Capital Management L.P. | 131.6K | $2.41M | $244.8K | Cut−$1.04M |
| KEYBANK NATIONAL ASSOCIATION/OH | 131.1K | $2.4M | $226.2K | Added$399.2K |
| HSBC HOLDINGS PLC | 132.3K | $2.38M | $201.7K | Cut−$1.13M |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 123.8K | $2.26M | $220.7K | Added$315.3K |
| Creative Planning | 122K | $2.23M | $220.4K | Added$285.2K |
| OSAIC HOLDINGS, INC. | 119.6K | $2.19M | $222.5K | Added$22.7K |
| Beacon Pointe Advisors, LLC | 109.7K | $2.01M | $204K | Added$169.1K |
| GUIDANCE CAPITAL, INC | 93.6K | $1.99M | $79.4K | Added$1.54M |
| Prime Buchholz LLC | 108K | $1.98M | $200.9K | Cut−$405.8K |
| GROUP ONE TRADING LLC | 103.9K | $1.9M | $159.4K | Added$491.8K |
| MILLENNIUM MANAGEMENT LLC | 100.2K | $1.83M | — | New |
| SPINNAKER TRUST | 94.3K | $1.72M | $175.3K | Added$145.8K |
| GUARDIAN CAPITAL LP | 92.8K | $1.7M | $174.7K | Cut−$53.4K |
| Focus Partners Wealth | 92.1K | $1.68M | $164.9K | Added$227.6K |
| MML INVESTORS SERVICES, LLC | 78.5K | $1.44M | $146.1K | Cut−$208.6K |
| TORONTO DOMINION BANK | 78K | $1.43M | — | New |
| Lido Advisors, LLC | 76K | $1.39M | $141.2K | Added$199.7K |
| MOLLER WEALTH PARTNERS | 75.9K | $1.39M | $141.1K | Added$138.6K |
| CLUNE & ASSOCIATES, LTD. | 73.8K | $1.35M | $115.4K | Added$330.5K |
| WASHINGTON GROWTH STRATEGIES LLC | 73.6K | $1.35M | $137K | Added$137K |
| Federation des caisses Desjardins du Quebec | 72.9K | $1.33M | $135.5K | Cut−$269.4K |
| Parallax Volatility Advisers, L.P. | 68.2K | $1.32M | $3 | Added$1.32M |
| BANK OF MONTREAL /CAN/ | 71.9K | $1.32M | $133.8K | Cut−$538.3K |
| Annis Gardner Whiting Capital Advisors, LLC | 71.6K | $1.31M | $133.2K | Added$133.2K |
| Ethos Financial Group, LLC | 69.4K | $1.27M | — | New |
| JONES FINANCIAL COMPANIES LLLP | 65.9K | $1.18M | $85.6K | Added$186.3K |
| STIFEL FINANCIAL CORP | 63.7K | $1.16M | $101.5K | Added$267.9K |
| Private Advisor Group, LLC | 55.2K | $1.01M | $100.3K | Added$123.2K |
| Kestra Advisory Services, LLC | 54.6K | $998K | $75.2K | Added$333.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 52.8K | $966K | $98.2K | Cut−$257.2K |
| Pathstone Holdings, LLC | 52.4K | $958.8K | $94.5K | Added$124.1K |
| Corient Private Wealth LLC | 52.7K | $958K | $91.9K | Added$96.5K |
| FSA WEALTH PARTNERS, INC. | 51.5K | $942.6K | $95.9K | Cut−$1.08M |
| Integrated Wealth Concepts LLC | 51.2K | $937K | $80.3K | Added$227.9K |
| VestGen Advisors, LLC | 43K | $920.2K | $58K | Added$727.8K |
| Advisory Services Network, LLC | 50K | $914K | $93K | Added$79.1K |
| INSTRUMENTAL WEALTH, LLC | 49.7K | $909.1K | −$18.4K | Added$4.15K |
| Comprehensive Money Management Services LLC | 49.5K | $906K | $92.1K | Added$92.1K |
| Fiduciary Trust Co | 49.3K | $901.5K | $91.7K | Added$76.1K |
| Johnson Financial Group, LLC | 49.3K | $901.2K | — | New |
| Cardinal Point Capital Management ULC | 49.2K | $899.5K | $91.5K | Added$77K |
| EFG International AG | 47K | $860.4K | $75.8K | Added$190.8K |
| Cordoba Advisory Partners LLC | 46.8K | $856.1K | $76.4K | Added$181.3K |
| Walkner Condon Financial Advisors LLC | 46.6K | $853K | $86.7K | Added$81.2K |
| Balanced Rock Investment Advisors LLC | 46K | $841.8K | $85.6K | Added$76.3K |
| Cresset Asset Management, LLC | 45.9K | $839K | $85.3K | Added$75.9K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 45.6K | $833.3K | $82.6K | Added$103.8K |
| PNC Financial Services Group, Inc. | 45.4K | $829.7K | $84.4K | Cut−$110.9K |
| Ameritas Advisory Services, LLC | 44.5K | $813.4K | $82.7K | Added$39.2K |
| Balefire, LLC | 43.7K | $799.9K | $81.3K | Added$30.9K |
| Apella Capital, LLC | 40K | $776.7K | $116.1K | Added$134.4K |
| WORMSER FRERES GESTION | 41.4K | $773K | $15.8K | Added$657.9K |
| Rathbones Group PLC | 41.6K | $760.4K | $77.3K | Added$74.9K |
| Equitable Holdings, Inc. | 45.9K | $753.4K | $1 | Added$44.6K |
| Minot DeBlois Advisors LLC | 41K | $750.5K | $72.9K | Added$106.4K |
| Bank of New York Mellon Corp | 40.2K | $735.6K | $74.4K | Added$78.4K |
| Merit Financial Group, LLC | 39.8K | $727.2K | $73.9K | Cut−$86.4K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 39K | $712K | $67.4K | Added$103.9K |
| Geneos Wealth Management Inc. | 37.5K | $685.2K | $69.4K | Added$72.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 35.3K | $637.8K | $30K | Cut−$867K |
| KFG WEALTH MANAGEMENT, LLC | 34.3K | $626.6K | $48.6K | Added$197K |
| Sanctuary Advisors, LLC | 34.1K | $624.2K | $63.5K | Cut−$15.9K |
| Knollwood Investment Advisory, LLC | 34.1K | $623.8K | $63.4K | Added$63.4K |
| Community Financial Services Group, LLC | 32.8K | $597.9K | $58.2K | Added$72.7K |
| BLAIR WILLIAM & CO/IL | 32.3K | $589.9K | $60K | Added$56.7K |
| Algorithmic Investment Models, LLC | 32.2K | $589.5K | $60K | Added$18.8K |
| Mandatum Life Insurance Co Ltd | 32.2K | $589K | $59.9K | Added$43.1K |
| Napier Financial, LLC | 31.9K | $582.7K | $59.3K | Added$32.4K |
| Gateway Wealth Partners, LLC | 31.6K | $578.4K | — | New |
| FLAGSHIP HARBOR ADVISORS, LLC | 30.8K | $562.9K | $33.8K | Added$264.5K |
| Associated Banc-Corp | 30.4K | $555.3K | $54.3K | Added$75.4K |
| HARBOUR INVESTMENTS, INC. | 29.7K | $543K | $51.4K | Added$89.1K |
| Beech Hill Advisors, Inc. | 29.5K | $540.5K | $55K | Added$43K |
| SIG BROKERAGE, LP | 29.4K | $537.4K | $54.7K | Added$54.7K |
| Biltmore Family Office, LLC | 29.2K | $533.6K | $54.3K | Added$54.3K |
| IHT Wealth Management, LLC | 28.7K | $525.2K | $53.4K | Cut−$23.6K |
| Cerity Partners LLC | 28K | $512.4K | $52.1K | Added$2.32K |
| NEUBERGER BERMAN GROUP LLC | 27.6K | $505.7K | $51.4K | Added$51.4K |
| Mariner, LLC | 27.4K | $500.9K | $50.9K | Added$22.7K |
| Arax Advisory Partners | 26.6K | $486.9K | $33.8K | Added$188.7K |
| CAPTRUST FINANCIAL ADVISORS | 25.5K | $467.1K | $47.4K | Added$48.8K |
| Advocate Investing Services LLC | 25.5K | $466.4K | $47.4K | Added$44.1K |
| Coastal Bridge Advisors, LLC | 25.5K | $465.7K | $47.4K | Added$41.2K |
| Quantum Portfolio Management LLC | 24.8K | $453.7K | — | New |
| BLVD Private Wealth, LLC | 24.8K | $453.3K | $37.5K | Added$122.1K |
| CREDIT AGRICOLE S A | 24.6K | $449.5K | $45.7K | Cut−$178.1K |
| Junk Investment Group, LLC | 23.9K | $436.7K | — | Held |
| Worth Asset Management, LLC | 23.8K | $436.2K | $44K | Added$47.2K |
| NORTHERN TRUST CORP | 23.5K | $430.5K | $32.3K | Added$144.9K |
| SteelPeak Wealth, LLC | 23.5K | $429.4K | $43.7K | Added$43.7K |
| TD Waterhouse Canada Inc. | 23.2K | $422.8K | $39.3K | Added$67.3K |
| White Lighthouse Investment Management Inc. | 23.1K | $422.2K | $42.3K | Added$48.7K |
| CWM, LLC | 22.5K | $412K | $238.3K | Added$411.7K |
| Legacy Edge Advisors, LLC | 22.5K | $411.7K | $38.3K | Added$73.1K |
| Chesley Taft & Associates LLC | 22.5K | $411.5K | $41.9K | Added$9.39K |
| Caprock Group, LLC | 22.4K | $409.5K | — | New |
| National Philanthropic Trust | 22.3K | $407K | $41.4K | Added$19.3K |
| FIFTH THIRD BANCORP | 22.1K | $404.6K | $14.4K | Added$277K |
| BENJAMIN EDWARDS INC | 21.8K | $397.8K | $40.5K | Added$28.1K |
| TRUIST FINANCIAL CORP | 20.9K | $382.1K | $34.8K | Added$74.5K |
| Golden State Equity Partners | 20.7K | $378.9K | — | New |
| WBH ADVISORY INC | 20.5K | $373.7K | $37.3K | Added$28.5K |
| GARRISON POINT ADVISORS, LLC | 20.2K | $369.9K | $37.1K | Added$42.5K |
| Obermeyer Wealth Partners | 20.2K | $369.4K | $37.6K | Added$37.6K |
| Meridian Wealth Advisors, LLC | 20.1K | $366.9K | $37.3K | Added$32.4K |
| HOWE & RUSLING INC | 19.9K | $364.6K | $34.8K | Added$56.8K |
| WAYSTONE ADVISORS LLC | 19.9K | $364.1K | $37K | Added$8.34K |
| Paragon Capital Management Ltd | 19.8K | $362.3K | $36.8K | Added$36.8K |
| Wilmington Savings Fund Society, FSB | 19.8K | $361.9K | $36.8K | Added$36.8K |
| TWO SIGMA SECURITIES, LLC | 19.7K | $359.9K | — | New |
| Bright Futures Wealth Management, LLC. | 19.6K | $359.2K | $36.5K | Added$31.8K |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 20.2K | $358.9K | $27.9K | Cut−$15.3K |
| Steward Partners Investment Advisory, LLC | 19.6K | $357.8K | $28.7K | Added$104.4K |
| SCOTIA CAPITAL INC. | 19.5K | $357.3K | $36.3K | Added$25.9K |
| MERCER GLOBAL ADVISORS INC /ADV | 19.5K | $356.4K | $30.6K | Added$86.3K |
| Outlook Wealth Advisors, LLC | 19.4K | $355.4K | — | New |
| RETIREMENT CAPITAL STRATEGIES | 19.4K | $355.2K | $36.1K | Added$20.7K |
| SBI Securities Co., Ltd. | 19.3K | $353.7K | $34.8K | Added$46.3K |
| Godfrey Financial Associates, Inc. | 19.1K | $349.3K | $35.5K | Added$28.9K |
| CURA WEALTH ADVISORS, LLC | 19K | $347.5K | $35.3K | Added$35.3K |
| Ascent Group, LLC | 18.6K | $339.9K | $34.6K | Cut−$40.6K |
| LPWM LLC | 18.3K | $334.9K | $25.1K | Added$113.6K |
| PRINCIPAL SECURITIES, INC. | 18.3K | $334.3K | $34K | Cut−$20.7K |
| Index Technologies Group LLC | 17.9K | $327.9K | — | New |
| Opes Wealth Management LLC | 17.5K | $319.9K | $32.5K | Cut−$117K |
| Peregrine Asset Advisers, Inc. | 17.4K | $318.2K | — | New |
| Nelson Capital Management, LLC | 17.1K | $312.3K | $31.8K | Added$31.8K |
| AlphaCore Capital LLC | 16.7K | $304.8K | $22K | Added$110.8K |
| OXFORD FINANCIAL GROUP, LTD. LLC | 16.6K | $303.6K | $30.9K | Added$30.9K |
| Nvest Financial, LLC | 16.6K | $303.2K | $30.8K | Added$30.8K |
| FRANKLIN RESOURCES INC | 15.9K | $290.9K | $25.9K | Added$62.4K |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 15.7K | $286.9K | $29K | Added$30.9K |
| LFA - Lugano Financial Advisors SA | 15.6K | $285.7K | $29.1K | Added$29.1K |
| StoneX Group Inc. | 15.4K | $282K | — | New |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 15.4K | $281.2K | $28.6K | Added$12K |
| VestGen Investment Management | 15.1K | $275.5K | — | New |
| Parkside Financial Bank & Trust | 15K | $275.1K | $28K | Added$28K |
| Rothschild Wealth LLC | 14.9K | $272.4K | $27.6K | Added$28.6K |
| Fidelity | 14.8K | $270.3K | $16.5K | Added$124.2K |
| Dakota Wealth Management | 14.7K | $269.4K | $27.4K | Added$27.4K |
| EP Wealth Advisors, LLC | 14.6K | $267.1K | $26.6K | Added$32.2K |
| NewEdge Wealth, LLC | 14.4K | $262.5K | $26.7K | Added$8.62K |
| CIBC WORLD MARKET INC. | 14.2K | $259K | $22.1K | Added$64.2K |
| BAR HARBOR WEALTH MANAGEMENT | 14.1K | $257.2K | $26.2K | Added$26K |
| Financial Planning Fort Collins, LLC | 12.8K | $255.1K | $45.4K | Added$23.4K |
| Avantax Planning Partners, Inc. | 13.9K | $254.1K | $24.3K | Added$39K |
| MAI Capital Management | 13.7K | $250.4K | $25.5K | Added$18.2K |
| VERITY Wealth Advisors | 13.6K | $249.4K | $25.4K | Added$25.4K |
| Stonebridge Financial Group, LLC | 13.4K | $244.6K | — | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13.3K | $243.1K | $24.3K | Added$28K |
| First Affirmative Financial Network | 13.2K | $241.3K | — | Held |
| OpenArc Corporate Advisory, LLC | 13.1K | $239.8K | — | New |
| Modern Wealth Management, LLC | 13.1K | $238.8K | — | New |
| CHOREO, LLC | 13K | $237.2K | $21K | Added$49.5K |
| SAGE FINANCIAL GROUP INC | 12.8K | $234.3K | $23.8K | Added$23.4K |
| APS Management Group, Inc. | 12.7K | $231.6K | $23.6K | Cut−$3.59K |
| Vivaldi Capital Management LP | 12.6K | $231.1K | $23.5K | Added$23.5K |
| MONEY CONCEPTS CAPITAL CORP | 12.6K | $230K | $22.2K | Added$34.1K |
| Shepherd Financial Partners LLC | 12.4K | $227.5K | $23.1K | Added$16.8K |
| US BANCORP \DE\ | 12.4K | $226.4K | $22.1K | Added$31.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12K | $218.2K | $20K | Added$31.2K |
| Farther Finance Advisors, LLC | 11.9K | $217.1K | $18.7K | Added$48.7K |
| Ignite Planners, LLC | 11.7K | $213.4K | $1.63K | Added$635 |
| Investmark Advisory Group LLC | 11.5K | $211.2K | $21.4K | Added$21.9K |
| Baron Financial Group, LLC | 11.5K | $210.3K | $19.6K | Added$37.3K |
| IEQ CAPITAL, LLC | 11.5K | $209.6K | $19.1K | Added$41.2K |
| HB Wealth Management, LLC | 11.4K | $209.3K | — | New |
| Valmark Advisers, Inc. | 11.4K | $207.8K | $21.1K | Added$21.1K |
| Montecito Bank & Trust | 11.1K | $203.9K | $20.7K | Added$20.7K |
| Bleakley Financial Group, LLC | 11K | $201K | $20.4K | Cut−$79.6K |
| &PARTNERS | 10.9K | $200.3K | $20.4K | Cut−$58.2K |
| Navalign, LLC | 10.8K | $198K | $20.1K | Added$10.9K |
| JOHNSON INVESTMENT COUNSEL INC | 10.8K | $197.3K | $19K | Added$29.4K |
| Independent Advisor Alliance | 10.7K | $195.9K | — | New |
| BROWN, LISLE/CUMMINGS, INC. | 10.7K | $195.6K | $19.8K | Added$20.8K |
| Stratos Wealth Partners, LTD. | 10.7K | $195.6K | — | New |
| Pine Haven Investment Counsel, Inc | 10.7K | $195.4K | $19.9K | Added$19.9K |
| Sequoia Financial Advisors, LLC | 10.7K | $194.9K | $19.8K | Added$5.65K |
| Gladstone Institutional Advisory LLC | 10.6K | $194.5K | — | New |
| UMB Bank, n.a. | 10.6K | $193.8K | $19.7K | Added$19.7K |
| Investment Partners Asset Management, Inc. | 10.5K | $192.1K | $19.5K | Added$19.5K |
| Brookstone Capital Management | 10.5K | $192.1K | $19.5K | Added$12.1K |
| Retirement Planning Co of New England, Inc. | 10.3K | $188.7K | $19.2K | Added$4.78K |
| Balyasny Asset Management L.P. | 10.3K | $188.4K | — | New |
| Schneider Downs Wealth Management Advisors, LP | 10.3K | $188.1K | $19.1K | Added$19.1K |
| Aufman Associates Inc | 10.3K | $187.8K | $19.1K | Added$19.1K |
| WealthCollab, LLC | 10.2K | $186.1K | $18.9K | Added$18.9K |
| ALLIANCEBERNSTEIN L.P. | 11.3K | $185.4K | $1 | Added$2.23K |
| COMMERCE BANK | 10.1K | $184.1K | $18.7K | Added$19.3K |
| INSPIRION WEALTH ADVISORS, LLC | 10K | $183.3K | $18.6K | Added$18.6K |
| Capital Investment Advisory Services, LLC | 10K | $183.2K | — | New |
| Howard Capital Management Group, LLC | 10K | $182.9K | $18.6K | Added$18.6K |
| Lewis Asset Management, LLC | 10K | $182.9K | $18.6K | Added$18.6K |
| Western Wealth Management, LLC | 9.25K | $169.2K | — | New |
| Bank Julius Baer & Co. Ltd, Zurich | 8.72K | $159.5K | — | New |
| Colony Family Offices, LLC | 8.53K | $156K | $15.9K | Added$2.41K |
| Gould Capital, LLC | 8.16K | $149.2K | $15.2K | Added$4.13K |
| Tidemark, LLC | 8.03K | $146.9K | $14.9K | Added$14.9K |
| Cheviot Value Management, LLC | 7.91K | $144.6K | −$5.85K | Cut−$6.08K |
| Ameliora Wealth Management Ltd. | 7.5K | $137.2K | $13.9K | Added$13.9K |
| ExodusPoint Capital Management, LP | 7.36K | $134.6K | $13.7K | Added$13.8K |
| CDKV HOLDINGS LLC | 7.25K | $132.5K | $13K | Added$17.3K |
| Atlantic Union Bankshares Corp | 6.88K | $125.9K | $12.8K | Added$12.8K |
| FIRST HORIZON CORP | 6.09K | $111.5K | $11.3K | Added$11.3K |
| DEUTSCHE BANK AG\ | 6K | $109.7K | $11.2K | Added$11.2K |
| Anchor Investment Management, LLC | 6K | $109.7K | $11.2K | Added$11.2K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5.91K | $108.1K | $3.85K | Added$74K |
| AE Wealth Management LLC | 5.85K | $107K | $4.49K | Added$67.4K |
| GLENMEDE TRUST CO NA | 5.65K | $103.3K | $10.5K | Added$10.5K |
Who left
- CRITERIA CAIXA, S.A.U.$24.5M
- OLD MISSION CAPITAL LLC$5.15M
- D. E. Shaw & Co., Inc.$3.18M
- Corecam Pte. Ltd.$2.61M
- Citadel$1.93M
- Itau Unibanco Holding S.A.$1.68M
- Corecam AG$1.19M
- M & L Capital Management Ltd$961.2K
- NOMURA ASSET MANAGEMENT CO LTD$954.6K
- IFG Advisory, LLC$945.5K
- CITIZENS FINANCIAL GROUP INC/RI$839.6K
- IMC-Chicago, LLC$736.2K
- Prospera Financial Services Inc$569.3K
- Archer Investment Management, LLC$481.8K
- Walleye Trading LLC$399.4K
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.