Stock
Reported value
$6.59B
Holders
698
+140 new · −43 exited
Holders’ est. mark
$98.8M
Price effect on 218 books still in the name
Largest holder
$490.4M
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $1.73M
- Fidelity0.0% · $15M
- Icahn Capital0.0% · $1.68M
- Citadel0.0% · $2.08M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 7.16M | $490.4M | $9.6M | Added$4.45M |
| MORGAN STANLEY | 6.12M | $419.2M | $7.15M | Added$60.9M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 5.5M | $376.7M | — | New |
| BlackRock, Inc. | 4.61M | $315.8M | $5.95M | Added$17.5M |
| UBS Group AG | 3.57M | $244.5M | $3.7M | Added$59.1M |
| ENVESTNET ASSET MANAGEMENT INC | 2.15M | $147.4M | $2.28M | Added$33.1M |
| JPMORGAN CHASE & CO | 2.12M | $140.7M | −$717.6K | Added$83.4M |
| Focus Partners Wealth | 1.8M | $123.4M | $2.25M | Added$10.4M |
| GERMAN AMERICAN BANCORP, INC. | 1.68M | $114.9M | $2.16M | Added$6.65M |
| AMERIPRISE FINANCIAL INC | 1.63M | $111.5M | $2.05M | Cut−$16.3M |
| Cerity Partners LLC | 1.52M | $104.2M | $1.26M | Added$41.2M |
| Sageworth Trust Co | 1.41M | $96.7M | $1.89M | Added$1.12M |
| Sand Hill Global Advisors, LLC | 1.29M | $88.4M | $163.8K | Added$80.2M |
| Winthrop Advisory Group LLC | 1.27M | $87M | $1.51M | Added$11.5M |
| Koss-Olinger Consulting, LLC | 1.19M | $81.8M | — | New |
| GM Advisory Group, LLC | 1.09M | $74.8M | $1.36M | Added$6.42M |
| GLENMEDE TRUST CO NA | 1.08M | $74.2M | $1.44M | Added$1.92M |
| Calamos Advisors LLC | 1.07M | $73.4M | $48.2K | Added$71M |
| NORTHERN TRUST CORP | 1.06M | $72.6M | $15.4K | Added$71.8M |
| Calamos Wealth Management LLC | 1.03M | $70.8M | $1.31M | Added$4.96M |
| LPL Financial LLC | 1.01M | $69M | $595K | Added$39.2M |
| MML INVESTORS SERVICES, LLC | 995.4K | $68.2M | $1.33M | Cut−$2.25M |
| WELLS FARGO & COMPANY/MN | 961.2K | $65.8M | $1.04M | Added$13.5M |
| TLWM | 940.1K | $64.4M | $1.04M | Added$12.2M |
| REGIONS FINANCIAL CORP | 933.7K | $63.9M | $1.25M | Added$910.8K |
| GOLDMAN SACHS GROUP INC | 867K | $59.4M | $1.16M | Cut−$29.2M |
| CAPTRUST FINANCIAL ADVISORS | 857K | $58.7M | $1.15M | Cut−$1.12M |
| WESBANCO BANK INC | 831.8K | $57M | $1.01M | Added$6.31M |
| TOMPKINS FINANCIAL CORP | 748.9K | $51.3M | $621.2K | Added$20.2M |
| Waverly Advisors, LLC | 731K | $50.1M | $968.2K | Added$1.55M |
| BNP PARIBAS FINANCIAL MARKETS | 700K | $47.9M | $938K | Added$938K |
| AMG National Trust Bank | 696.6K | $47.7M | $932.9K | Added$966.2K |
| Johnson Financial Group, Inc. | 694.8K | $47.6M | $931K | Cut−$692.3K |
| Federation des caisses Desjardins du Quebec | 669.5K | $45.8M | $679.6K | Added$11.8M |
| US BANCORP \DE\ | 629.5K | $43.1M | $843.6K | Cut−$1.55M |
| Cetera Investment Advisers | 562.6K | $38.5M | $595K | Added$8.71M |
| WHI TRUST Co LLC | 549.7K | $37.6M | $707.7K | Added$2.19M |
| JENNISON ASSOCIATES LLC | 549K | $37.6M | $735.7K | Cut−$18.6M |
| BLAIR WILLIAM & CO/IL | 527.6K | $36.1M | $577.4K | Added$7.2M |
| Abundance Wealth Counselors | 512.4K | $35.1M | $686.6K | Added$398.6K |
| Physician Wealth Advisors, Inc. | 491.9K | $33.7M | — | New |
| Itau Unibanco Holding S.A. | 473.7K | $32.4M | $580.4K | Added$3.36M |
| Resolute Advisors LLC | 473.5K | $32.4M | $634.5K | Added$634.5K |
| FRANKLIN RESOURCES INC | 472.6K | $32.4M | $620.8K | Added$1.26M |
| ALLIANCEBERNSTEIN L.P. | 471.7K | $31.7M | $0 | Cut−$5.66M |
| RAYMOND JAMES FINANCIAL INC | 456.4K | $31.2M | $475.3K | Added$7.43M |
| Integrated Advisors Network LLC | 456K | $31.2M | $510.5K | Added$5.65M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 455.4K | $31.2M | $393.9K | Added$11.4M |
| HUNTINGTON NATIONAL BANK | 440.5K | $30.2M | $5.31K | Added$29.9M |
| Premier Path Wealth Partners, LLC | 439.8K | $30.1M | $362.5K | Added$12M |
| Kestra Advisory Services, LLC | 439K | $30.1M | $588.3K | Cut−$1.34M |
| Ensign Peak Advisors, Inc | 436K | $29.9M | $584.3K | Added$584.3K |
| BANK OF MONTREAL /CAN/ | 432.8K | $29.6M | $533K | Added$2.93M |
| Capital Investment Advisors, LLC | 429K | $29.4M | $574.9K | Added$320.8K |
| OSAIC HOLDINGS, INC. | 428.5K | $29.3M | $327K | Added$12.9M |
| Mirae Asset Global Investments Co., Ltd. | 426.3K | $29.2M | $384.8K | Added$9.91M |
| KING LUTHER CAPITAL MANAGEMENT CORP | 395.8K | $27.1M | $288K | Added$12.7M |
| Financial Council, LLC | 387.3K | $26.5M | $282.4K | Added$12.4M |
| ROYAL BANK OF CANADA | 366.2K | $25.1M | $489.5K | Cut−$32.2M |
| BROWN ADVISORY INC | 347.4K | $23.8M | $258.1K | Added$10.9M |
| Sequoia Financial Advisors, LLC | 346.4K | $23.7M | $452K | Added$1.08M |
| Cornerstone Wealth Group, LLC | 302.2K | $22M | $1.7M | Added$1.4M |
| Merit Financial Group, LLC | 316.9K | $21.7M | $424.6K | Cut−$3.02M |
| HighTower Advisors, LLC | 316.6K | $21.7M | $406.6K | Added$1.3M |
| Heritage Wealth Advisors | 309K | $21.2M | $414K | Added$414K |
| FIFTH THIRD BANCORP | 305.8K | $20.9M | — | New |
| Proficio Capital Partners LLC | 302K | $20.7M | — | New |
| CWM, LLC | 289.4K | $19.8M | $19.1M | Added$19.8M |
| Madrona Financial Services, LLC | 281.8K | $19.3M | $263.4K | Added$6.1M |
| Gotham Asset Management, LLC | 268K | $18.3M | $288.4K | Added$3.9M |
| Atwater Malick LLC | 264.3K | $18.1M | $303.9K | Added$2.87M |
| THORNBURG INVESTMENT MANAGEMENT INC | 263.2K | $18M | $322.1K | Added$1.89M |
| Mariner, LLC | 257.8K | $17.7M | $345.5K | Cut−$88.2K |
| Dixon Mitchell Investment Counsel Inc. | 254.5K | $17.4M | $341K | Added$341K |
| Mill Creek Capital Advisors, LLC | 246.5K | $16.9M | $330.3K | Added$330.3K |
| Horst & Graben Wealth Management LLC | 229.4K | $16.8M | — | New |
| Rockefeller Capital Management L.P. | 244K | $16.7M | $232.9K | Added$5.04M |
| Legacy Private Trust Co. | 231.2K | $15.8M | $309.8K | Cut−$715.3K |
| Bank of New York Mellon Corp | 229.9K | $15.7M | $153.8K | Added$8.04M |
| Sandbox Financial Partners, LLC | 223.9K | $15.3M | $157.9K | Added$7.42M |
| Spire Wealth Management | 219.7K | $15M | $294.4K | Cut−$226.5K |
| Corient Private Wealth LLC | 396.4K | $15M | −$10.6M | Cut−$9.18M |
| Fidelity | 218.6K | $15M | $274.6K | Added$1.21M |
| WHITTIER TRUST CO | 215K | $14.9M | $28.4K | Added$2.64M |
| Atlantic Union Bankshares Corp | 212K | $14.5M | $278.3K | Added$575.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | 210.9K | $14.4M | $152.7K | Added$6.79M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 196.2K | $14.1M | $51.8K | Added$12.8M |
| BAILARD, INC. | 205.7K | $14.1M | $275.6K | Cut−$174K |
| FSA WEALTH PARTNERS, INC. | 197.4K | $13.5M | $264.5K | Cut−$14.3M |
| Clearstead Advisors, LLC | 196.2K | $13.4M | $105.2K | Added$8.16M |
| CMH Wealth Management LLC | 194.2K | $13.3M | $256.1K | Added$466.3K |
| Lido Advisors, LLC | 189.6K | $13M | $625.7K | Added$757.9K |
| TRUIST FINANCIAL CORP | 187.2K | $12.8M | $250.8K | Cut−$4.08M |
| IEQ CAPITAL, LLC | 183.3K | $12.6M | $175.9K | Added$3.74M |
| FFG Partners, LLC | 182.8K | $12.5M | $163.5K | Added$4.32M |
| One Wealth Advisors, LLC | 182.3K | $12.5M | — | New |
| Arcadia Wealth Management, LLC | 181.8K | $12.4M | $199.1K | Added$2.48M |
| Pitcairn Wealth Advisors LLC | 174.4K | $11.7M | $0 | Held |
| Creative Planning | 169K | $11.6M | $204.3K | Added$1.34M |
| Cassia Capital Partners, LLC | 166.5K | $11.4M | $184.7K | Added$2.23M |
| CUMBERLAND ADVISORS INC | 165.9K | $11.4M | $222.2K | Added$92.7K |
| CFS Investment Advisory Services, LLC | 151.3K | $11.3M | — | New |
| Trust Co | 163.6K | $11.2M | $216.6K | Added$351K |
| Beacon Pointe Advisors, LLC | 162.1K | $11.1M | $29.3K | Added$9.63M |
| STIFEL FINANCIAL CORP | 159.4K | $10.9M | $213.6K | Cut−$729.1K |
| ICONIQ Capital, LLC | 146.5K | $10M | $196.3K | Added$196.3K |
| ASSETMARK, INC | 140.3K | $9.61M | $50.5K | Added$7.08M |
| Envestnet Portfolio Solutions, Inc. | 140.1K | $9.59M | $175.6K | Added$796.9K |
| CIBC Bancorp USA Inc. | 138.6K | $9.53M | — | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 137.4K | $9.47M | −$21.5K | Added$2.38M |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 136.3K | $9.33M | $182.6K | Added$65.1K |
| NISA INVESTMENT ADVISORS, LLC | 135.3K | $9.26M | $181.3K | Added$181.3K |
| Charter Oak Capital Management, LLC | 130.5K | $8.94M | $174.9K | Cut−$130.6K |
| JOHNSON INVESTMENT COUNSEL INC | 129.1K | $8.84M | $173K | Cut−$388.4K |
| Goelzer Investment Management, Inc. | 127.2K | $8.71M | $170.4K | Cut−$19.8M |
| GLOBALT Investments LLC / GA | 125.1K | $8.56M | $167.6K | Added$167.6K |
| MARTIN & CO INC /TN/ | 124.3K | $8.51M | $163.9K | Added$301.9K |
| Hopwood Financial Services, Inc. | 123.4K | $8.45M | — | New |
| Midwestern Financial, LLC /IA | 120.7K | $8.26M | $136.3K | Added$1.43M |
| BANK OF NOVA SCOTIA | 119.9K | $8.21M | — | New |
| WELLINGTON MANAGEMENT GROUP LLP | 118.2K | $8.09M | $91.1K | Added$3.53M |
| Mayflower Financial Advisors, LLC | 117.2K | $8.03M | $43.2K | Added$5.86M |
| Ausdal Financial Partners, Inc. | 115.5K | $7.91M | — | New |
| CITIGROUP INC | 112.5K | $7.7M | $86K | Added$3.4M |
| Apella Capital, LLC | 103.3K | $7.69M | $758.3K | Added$466.4K |
| Scarborough Advisors, LLC | 112.3K | $7.69M | — | New |
| COLDSTREAM CAPITAL MANAGEMENT INC | 110.1K | $7.54M | $147.5K | Added$147.5K |
| AE Wealth Management LLC | 108.9K | $7.46M | $622 | Added$7.42M |
| PARSONS CAPITAL MANAGEMENT INC/RI | 108.3K | $7.42M | $60.6K | Added$4.38M |
| Advisory Services Network, LLC | 107K | $7.33M | $94K | Added$2.62M |
| SSI INVESTMENT MANAGEMENT LLC | 106.8K | $7.31M | $143K | Added$90.8K |
| Orion Porfolio Solutions, LLC | 105.9K | $7.25M | $109.6K | Added$1.76M |
| Steward Partners Investment Advisory, LLC | 103.3K | $7.07M | $101.6K | Added$1.98M |
| Clarendon Private LLC | 99.7K | $6.83M | $100.1K | Added$1.82M |
| SAGE FINANCIAL GROUP INC | 98.8K | $6.76M | $132.3K | Added$75.9K |
| LOWE BROCKENBROUGH & CO INC | 98.3K | $6.73M | $131.7K | Added$131.7K |
| Blue Trust, Inc. | 97.4K | $6.67M | $130.5K | Cut−$15.6K |
| Sanctuary Advisors, LLC | 95.4K | $6.53M | $83.6K | Added$2.34M |
| Adams Wealth Management | 93.8K | $6.42M | $125K | Added$161.4K |
| CacheTech Inc. | 93.8K | $6.42M | $125K | Added$161.4K |
| HANCOCK WHITNEY CORP | 87.1K | $6.41M | $558.8K | Added$640.6K |
| Procyon Advisors, LLC | 93.6K | $6.41M | $26.3K | Added$5.09M |
| Hobbs Wealth Management, LLC | 93.3K | $6.39M | — | New |
| Belpointe Asset Management LLC | 91.9K | $6.29M | $93.6K | Added$1.6M |
| FACTORY MUTUAL INSURANCE CO | 90K | $6.16M | $120.6K | Added$120.6K |
| SUMMITPOINT CAPITAL MANAGEMENT | 90.1K | $6.05M | — | Held |
| TODD ASSET MANAGEMENT LLC | 88.1K | $6.03M | $100.3K | Added$1M |
| STAGE HARBOR FINANCIAL, LLC | 88K | $6.03M | $118K | Added$112.7K |
| Pathstone Holdings, LLC | 87.2K | $5.97M | $82.7K | Added$1.83M |
| Waterloo Capital, L.P. | 87.1K | $5.96M | $116.7K | Added$22.4K |
| Arcus Capital Partners, LLC | 86.2K | $5.9M | $115.5K | Added$7.04K |
| Smith & Howard Wealth Management, LLC | 85K | $5.82M | $113.4K | Added$137.6K |
| Ehrenkranz Partners L.P. | 78.2K | $5.36M | $95.6K | Added$568.6K |
| Investment Research Partners LLC | 76.9K | $5.26M | $98.8K | Added$307.7K |
| Daviman Financial, LLC | 76.8K | $5.26M | — | New |
| Ballentine Partners, LLC | 76.1K | $5.21M | $101.9K | Added$96.8K |
| Laird Norton Wetherby Trust Company, LLC | 74.6K | $5.11M | $99.4K | Added$129.7K |
| SIGNATUREFD, LLC | 73.4K | $5.03M | $96.5K | Added$194.3K |
| FIRST NATIONAL BANK OF OMAHA | 75.2K | $5.01M | −$29.4K | Added$2.41M |
| Rathbones Group PLC | 73K | $5M | $96.9K | Added$145.5K |
| FourThought Financial Partners, LLC | 72.8K | $4.99M | $90.4K | Added$456.5K |
| Atria Investments, Inc | 72.6K | $4.97M | $97.3K | Cut−$468.3K |
| C M BIDWELL & ASSOCIATES LTD | 71.2K | $4.87M | $95.4K | Added$95.4K |
| Gen-Wealth Partners Inc | 71.1K | $4.87M | — | New |
| Asempa Wealth Advisors | 68.1K | $4.72M | $119.8K | Added$1.16M |
| Fiduciary Trust Co | 67.9K | $4.65M | $91K | Cut−$14.8K |
| MISSION WEALTH MANAGEMENT, LP | 67.8K | $4.64M | $90.8K | Added$90.8K |
| St. Louis Trust Co | 66.3K | $4.54M | $88.8K | Added$28.9K |
| Concurrent Investment Advisors, LLC | 65.5K | $4.48M | $79.4K | Added$507.3K |
| INSIGNEO ADVISORY SERVICES, LLC | 65.1K | $4.46M | $16.2K | Added$3.65M |
| WHITTIER TRUST CO OF NEVADA INC | 63.2K | $4.38M | $10.1K | Cut−$62.1K |
| Hapanowicz & Associates Financial Services, Inc | 63.3K | $4.33M | $84.8K | Cut−$450.7K |
| Empowered Funds, LLC | 62.9K | $4.31M | — | New |
| RHUMBLINE ADVISERS | 62.8K | $4.3M | $38.6K | Added$2.37M |
| Chevy Chase Trust Holdings, LLC | 62K | $4.25M | $73K | Added$588.3K |
| MILESTONE ASSET MANAGEMENT, LLC | 60.3K | $4.13M | — | New |
| NDWM LLC | 60.3K | $4.13M | — | New |
| QUADRANT CAPITAL GROUP LLC | 60.1K | $4.11M | $80.5K | Added$80.7K |
| CONNABLE OFFICE INC | 59.9K | $4.1M | $58.8K | Added$1.16M |
| Arkadios Wealth Advisors | 59.8K | $4.1M | $78.9K | Added$141.8K |
| Equitable Holdings, Inc. | 60.9K | $4.09M | $0 | Added$2.2M |
| Private Advisor Group, LLC | 59.3K | $4.06M | $38.5K | Added$2.13M |
| EASTERN BANK | 59.3K | $4.06M | $79.4K | Added$49.1K |
| CURTIS WEALTH MANAGEMENT LLC | 58.5K | $4.01M | — | New |
| Presidio Capital Management, LLC | 58.4K | $4M | $48K | Added$1.6M |
| Tradition Wealth Management, LLC | 57.9K | $3.97M | — | New |
| M.D. Sass, LLC | 57.3K | $3.93M | $76.8K | Cut−$142K |
| VERITY Wealth Advisors | 56.3K | $3.86M | $75.5K | Added$75.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 56.1K | $3.84M | — | New |
| Quantinno Capital Management LP | 56K | $3.84M | $59K | Added$878.6K |
| CERTUITY, LLC | 54.6K | $3.74M | $73.2K | Added$73.2K |
| Savant Capital, LLC | 53.8K | $3.68M | — | New |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 53.6K | $3.67M | $42.4K | Added$1.55M |
| Squarepoint Ops LLC | 52.9K | $3.62M | — | New |
| SVB WEALTH LLC | 52.8K | $3.62M | $70.8K | Cut−$142.7K |
| NTV Asset Management LLC | 51.6K | $3.53M | $69.1K | Added$58K |
| BlueStem Wealth Partners, LLC | 51.3K | $3.52M | — | New |
| Strategic Wealth Partners, Ltd. | 50.9K | $3.48M | $52K | Added$876.6K |
| Fluent Financial, LLC | 47.5K | $3.46M | $268.6K | Added$269.1K |
| INVESTED ADVISORS | 50.2K | $3.44M | $59K | Added$481.2K |
| Aaron Wealth Advisors LLC | 50K | $3.43M | $67K | Added$52.7K |
| JONES FINANCIAL COMPANIES LLLP | 51.5K | $3.42M | −$36.5K | Added$350.4K |
| Ashton Thomas Private Wealth, LLC | 48.7K | $3.33M | $5.12K | Added$3.08M |
| Brightwater Advisory LLC | 48.2K | $3.3M | $64.6K | Added$39.8K |
| &PARTNERS | 48.1K | $3.29M | $13K | Added$2.35M |
| Sageworth Trust Co of South Dakota | 47.9K | $3.28M | $64.2K | Cut−$2.69K |
| Red Tortoise LLC | 47K | $3.22M | $63K | Added$63K |
| Patriot Financial Group Insurance Agency, LLC | 46.9K | $3.21M | — | New |
| Pinnacle Financial Partners, Inc. | 46.9K | $3.21M | $62.8K | Added$62.8K |
| OAK FAMILY ADVISORS, LLC | 46.8K | $3.2M | $61.8K | Added$103.9K |
| RWA WEALTH PARTNERS, LLC | 46.3K | $3.17M | $60.3K | Added$151.2K |
| EPIQ PARTNERS, LLC | 46.3K | $3.17M | $46.8K | Added$827.9K |
| SIMON QUICK ADVISORS, LLC | 46.2K | $3.16M | $61.9K | Cut−$15.9K |
| Sharkey, Howes & Javer | 45.8K | $3.13M | — | New |
| Harding Loevner LP | 44.5K | $3.05M | $59.6K | Cut−$16M |
| Badgley Phelps Wealth Managers, LLC | 44.4K | $3.04M | $59.5K | Added$59.5K |
| Graves Light Lenhart Wealth, Inc. | 44.2K | $3.02M | $59.2K | Added$59.2K |
| Central Pacific Bank - Trust Division | 44.1K | $3.02M | $59.1K | Added$13.5K |
| Allspring Global Investments Holdings, LLC | 43.9K | $3.01M | $58.8K | Cut−$1.28M |
| TWIN PEAKS WEALTH ADVISORS, LLC | 43.3K | $2.96M | −$171.3K | Added$172.7K |
| Baird Financial Group, Inc. | 42.7K | $2.93M | $57.2K | Added$54K |
| Haverford Trust Co | 42.6K | $2.92M | $57.1K | Added$57.1K |
| Chatterton & Associates Inc. | 40.2K | $2.9M | — | New |
| Philip James Wealth Mangement, LLC | 42K | $2.87M | $56.2K | Cut−$255.4K |
| Prosperity Consulting Group, LLC | 40.9K | $2.8M | $54.4K | Added$75.4K |
| CITY HOLDING CO | 40.8K | $2.79M | $51.8K | Added$194.9K |
| CATALYST FINANCIAL PARTNERS LLC | 40.4K | $2.76M | $41.5K | Added$683.4K |
| SYNTAX RESEARCH, INC. | 40.1K | $2.75M | $53.7K | Cut−$4.8K |
| Farther Finance Advisors, LLC | 39.1K | $2.71M | $29.3K | Added$1.84M |
| BRADLEY FOSTER & SARGENT INC/CT | 38.9K | $2.66M | $20.1K | Added$1.66M |
| FIRST CITIZENS BANK & TRUST CO | 38.4K | $2.63M | $44K | Added$428.6K |
| Atlas Legacy Advisors, LLC | 37.5K | $2.57M | $35.9K | Added$769.4K |
| MERCER GLOBAL ADVISORS INC /ADV | 37.3K | $2.55M | $47.5K | Added$174.7K |
| THEORY FINANCIAL LLC | 37.2K | $2.55M | — | New |
| JFS WEALTH ADVISORS, LLC | 37K | $2.53M | $49.5K | Added$23.8K |
| First National Trust Co | 35.8K | $2.45M | $47.9K | Cut−$384.5K |
| NIXON PEABODY TRUST CO | 35.7K | $2.44M | $44.5K | Added$215.6K |
| Park Edge Advisors, LLC | 35.3K | $2.42M | $47.3K | Cut−$964.3K |
| Astoria Strategic Wealth, Inc. | 34.1K | $2.34M | $45.7K | Added$44.3K |
| ARS Investment Partners, LLC | 34.1K | $2.33M | $21.9K | Added$1.23M |
| Fund Evaluation Group, LLC | 33.7K | $2.31M | $45.2K | Cut−$118.9K |
| BIP Wealth, LLC | 33.3K | $2.28M | $44.6K | Added$6.45K |
| RiverFront Investment Group, LLC | 33.2K | $2.27M | $44.5K | Added$1.02K |
| STOCK YARDS BANK & TRUST CO | 33.1K | $2.27M | $33.4K | Added$590.2K |
| Allen Investment Management, LLC | 33K | $2.26M | $44.2K | Added$44.2K |
| OAKWORTH CAPITAL, INC. | 31.9K | $2.18M | $42.7K | Added$42.7K |
| FIRETHORN WEALTH PARTNERS, LLC | 31.3K | $2.14M | — | New |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 31.1K | $2.13M | — | New |
| WEST PACES ADVISORS INC. | 31.1K | $2.13M | $41.7K | Added$41.7K |
| Fortis Capital Advisors, LLC | 31K | $2.13M | $41.6K | Cut−$431.3K |
Who left
- JANE STREET GROUP, LLC$161.1M
- Cliffwater LLC$70.4M
- Select Equity Group, L.P.$40.3M
- NewEdge Advisors, LLC$17.2M
- Coppell Advisory Solutions LLC$5.68M
- Vestmark Advisory Solutions, Inc.$1.92M
- Financiere des Professionnels - Fonds d'investissement inc.$1.68M
- AXXCESS WEALTH MANAGEMENT, LLC$1.48M
- Marks Group Wealth Management, Inc$1.01M
- Diversify Advisory Services, LLC$972.6K
- Quadrature Capital Ltd$887.7K
- WEALTH ALLIANCE, LLC$884.1K
- J.W. COLE ADVISORS, INC.$707K
- Madison Asset Management, LLC$663.7K
- JOURNEY STRATEGIC WEALTH LLC$648.9K
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.