Stock
Reported value
$11.6B
Holders
793
+52 new · −55 exited
Holders’ est. mark
−$209.6M
Price effect on 235 books still in the name
Largest holder
$1.48B
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $8.17M
- Citadel0.0% · $9.81M
- Fidelity0.0% · $9.04M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 10.7M | $1.48B | −$26.3M | Added$289.2M |
| Mass General Brigham, Inc | 2.15M | $292.7M | −$12M | Cut−$360.1M |
| WELLS FARGO & COMPANY/MN | 2.06M | $284.9M | −$5.55M | Added$33.2M |
| Granger Management LLC | 1.86M | $257.1M | −$5.8M | Cut−$5.8M |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | 1.85M | $255.7M | −$2.29M | Added$151.8M |
| JPMORGAN CHASE & CO | 1.85M | $248.8M | −$9.87M | Added$57.4M |
| Sageworth Trust Co | 1.73M | $239.4M | −$5.4M | Cut−$5.39M |
| BNP PARIBAS FINANCIAL MARKETS | 1.66M | $230.3M | −$5.19M | Cut−$140.4M |
| NORTHERN TRUST CORP | 1.55M | $214.3M | −$4.66M | Added$3.12M |
| P/E Global LLC | 1.45M | $200.2M | −$4.51M | Cut−$49.7M |
| Phoenix Financial Ltd. | 1.4M | $193.3M | −$4.36M | Cut−$4.94M |
| PNC Financial Services Group, Inc. | 1.39M | $192.1M | −$4.33M | Cut−$4.12M |
| BANK OF AMERICA CORP /DE/ | 1.38M | $191.6M | −$3.94M | Added$13M |
| PRUDENTIAL PLC | 1.35M | $186.5M | −$3.43M | Added$30.8M |
| ICONIQ Capital, LLC | 1.32M | $182.1M | −$4.11M | Cut−$4.11M |
| NATIONAL BANK OF CANADA /FI/ | 1.28M | $176.7M | −$47.2K | Added$174.5M |
| Sequoia Financial Advisors, LLC | 1.2M | $165.8M | −$3.74M | Cut−$10.6M |
| UBS Group AG | 1.15M | $159.1M | −$3.59M | Cut−$13M |
| Allianz Asset Management GmbH | 1.05M | $144.7M | −$3.26M | Cut−$10.7M |
| Bogart Wealth, LLC | 1.03M | $142.8M | −$2.84M | Added$14M |
| HF Capital, LLC | 903.1K | $125M | −$1.65M | Added$50.1M |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 884.5K | $122.4M | −$2.76M | Cut−$18.9M |
| GOLDMAN SACHS GROUP INC | 884K | $122.3M | −$2.76M | Cut−$70.1M |
| BANK OF MONTREAL /CAN/ | 845.8K | $117M | −$2.64M | Cut−$2.62M |
| DIMENSION CAPITAL MANAGEMENT LLC | 840.9K | $116.4M | −$2.62M | Cut−$4.32M |
| EVOKE WEALTH, LLC | 794.9K | $110M | −$2.48M | Cut−$4.75M |
| CAPITAL ADVISORS INC/OK | 792.7K | $109.7M | −$2.4M | Added$774.8K |
| IEQ CAPITAL, LLC | 770.7K | $106.6M | −$2.15M | Added$9.14M |
| Corient Private Wealth LLC | 793.6K | $105.9M | −$6.29M | Cut−$4.69M |
| CIBC Bancorp USA Inc. | 695.6K | $96.2M | — | Held |
| BROWN ADVISORY INC | 692.6K | $95.8M | −$2.16M | Cut−$3.95M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 679.7K | $93.2M | −$3.23M | Cut−$2.12M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 656.9K | $90.9M | −$778.4K | Added$63.5M |
| Mirae Asset Global Investments Co., Ltd. | 651.1K | $90.1M | −$1.51M | Added$21.7M |
| Nearwater Capital Markets, Ltd | 641.7K | $88.8M | — | New |
| LOWE BROCKENBROUGH & CO INC | 641.2K | $88.7M | −$2M | Cut−$3.1M |
| BlackRock, Inc. | 637.5K | $88.2M | −$1.99M | Cut−$42.6M |
| ALLIANCEBERNSTEIN L.P. | 619.3K | $87.6M | $0 | Added$14.6M |
| HSBC HOLDINGS PLC | 632K | $87.5M | −$1.97M | Cut−$17.3M |
| OVERSEA-CHINESE BANKING Corp Ltd | 612.8K | $84.9M | −$1.49M | Added$15.4M |
| Verger Capital Management LLC | 604.2K | $83.6M | −$1.88M | Cut−$3.57M |
| Jasper Ridge Partners, L.P. | 601K | $83.2M | −$587.2K | Added$56.5M |
| Capital International Investors | 574.7K | $77.1M | −$4.72M | Cut−$31.5M |
| CIBC WORLD MARKET INC. | 540.3K | $74.8M | −$40.9K | Added$72.9M |
| Metis Global Partners, LLC | 517.8K | $71.7M | −$63.8K | Added$68.8M |
| Allianz SE | 508.8K | $70.4M | −$1.59M | Cut−$3.06M |
| ROYAL BANK OF CANADA | 463.6K | $64.2M | −$1.45M | Cut−$32.9M |
| Federation des caisses Desjardins du Quebec | 459K | $63.5M | −$1.02M | Added$17.3M |
| HighTower Advisors, LLC | 439.4K | $60.8M | −$1.35M | Cut−$454K |
| ASSETMARK, INC | 433.9K | $60M | −$1.35M | Cut−$1.15M |
| Blue Trust, Inc. | 433.5K | $60M | −$1.32M | Added$218K |
| Three Bridge Wealth Advisors, LLC | 410.8K | $56.8M | −$1.28M | Cut−$1.77M |
| Mill Creek Capital Advisors, LLC | 410.6K | $56.8M | −$1.28M | Cut−$2.31M |
| CITIGROUP INC | 380.6K | $52.7M | −$1.19M | Cut−$26.8M |
| RAYMOND JAMES FINANCIAL INC | 380.4K | $52.6M | −$1.19M | Cut−$8M |
| Bank of New York Mellon Corp | 372K | $51.5M | −$1.16M | Cut−$5.98M |
| LPL Financial LLC | 368.2K | $50.9M | −$1.14M | Cut−$579.1K |
| BANK OF NOVA SCOTIA | 356.9K | $49.4M | −$363K | Added$32.9M |
| Banco Santander, S.A. | 341.1K | $47.2M | −$1M | Added$1.75M |
| Gotham Asset Management, LLC | 332.1K | $46M | −$609.7K | Added$18.3M |
| Cresset Asset Management, LLC | 321.2K | $44.4M | −$488.8K | Added$22.3M |
| Pathstone Holdings, LLC | 317.2K | $43.9M | −$975.2K | Cut−$1M |
| POLEN CAPITAL MANAGEMENT LLC | 306.4K | $42.4M | −$956.1K | Cut−$43.9M |
| 1832 Asset Management L.P. | 296.2K | $41M | −$901.1K | Added$127.7K |
| BRANDYWINE MANAGERS, LLC | 293.7K | $40.6M | −$916.3K | Cut−$916.3K |
| Focus Partners Wealth | 293.4K | $40.6M | −$902.6K | Cut−$345.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 277.6K | $38.7M | −$1.36M | Cut−$5.41M |
| Birnam Oak Advisors, LP | 276.8K | $38.3M | −$863.6K | Cut−$863.6K |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 274.7K | $38M | −$834.7K | Added$156.4K |
| Cerity Partners LLC | 262.2K | $36.3M | −$818.1K | Cut−$1.3M |
| Drake & Associates, LLC | 256.3K | $35.5M | −$697K | Added$3.85M |
| Erste Asset Management GmbH | 253.2K | $35M | −$776.8K | Cut−$589.2K |
| Rockefeller Capital Management L.P. | 252.3K | $34.9M | −$607.4K | Added$7.36M |
| TRUIST FINANCIAL CORP | 246.5K | $34.1M | −$769.2K | Cut−$3.09M |
| Pathway Financial Advisors LLC | 242.3K | $33.8M | −$1.19M | Cut−$1.64M |
| ENVESTNET ASSET MANAGEMENT INC | 237.5K | $32.9M | −$411.2K | Added$14.2M |
| NEUBERGER BERMAN GROUP LLC | 236.6K | $32.7M | −$725.5K | Cut−$163.1K |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 223K | $30.9M | −$695.9K | Cut−$9.92M |
| Purpose Unlimited Inc. | 222.8K | $30.8M | −$693.9K | Cut−$693.9K |
| Qube Research & Technologies Ltd | 221.7K | $30.7M | −$9.21K | Added$30.3M |
| Lido Advisors, LLC | 219.7K | $30.4M | −$184K | Cut−$16.5M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 211.2K | $29.2M | — | Held |
| Waldron Private Wealth LLC | 199.4K | $27.6M | −$621.2K | Cut−$572.3K |
| OXFORD FINANCIAL GROUP, LTD. LLC | 199.2K | $27.6M | −$621.4K | Cut−$723K |
| Circle Wealth Management, LLC | 199.1K | $27.6M | −$621.2K | Cut−$621.2K |
| NOMURA ASSET MANAGEMENT CO LTD | 193.6K | $26.8M | −$261.2K | Added$14.9M |
| GFS Advisors, LLC | 191.1K | $26.4M | −$596.3K | Cut−$1.02M |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 190.6K | $26.4M | −$374K | Added$9.41M |
| Clearstead Advisors, LLC | 187K | $25.9M | −$194.2K | Added$17.1M |
| JENNISON ASSOCIATES LLC | 183.3K | $25.4M | −$565.6K | Cut−$286.1K |
| Johns Hopkins University | 181.1K | $25.1M | −$564.9K | Cut−$564.9K |
| Naviter Wealth, LLC | 179.3K | $24.8M | −$559.4K | Cut−$2.17M |
| Avestar Capital, LLC | 176.6K | $24.4M | −$380.6K | Added$7.18M |
| Arlington Capital Management, Inc. | 171K | $23.7M | — | New |
| OSAIC HOLDINGS, INC. | 169.3K | $23.4M | −$528.7K | Cut−$11.2M |
| Allen Investment Management, LLC | 166.1K | $23M | −$494.6K | Added$553.4K |
| Guardian Partners Inc. | 165.4K | $22.9M | — | New |
| Quantinno Capital Management LP | 164.8K | $22.8M | −$514.2K | Cut−$4.05M |
| Privium Fund Management (UK) Ltd | 169.3K | $22.8M | — | New |
| WELLINGTON MANAGEMENT GROUP LLP | 163.7K | $22.6M | −$335.1K | Added$7.45M |
| Bricktown Capital, LLC | 160.7K | $22.2M | −$501.3K | Cut−$1.02M |
| CWM, LLC | 155.4K | $21.5M | $15.9M | Added$21.5M |
| EQUITABLE TRUST CO | 154.8K | $21.4M | −$483K | Cut−$3M |
| AMERIPRISE FINANCIAL INC | 148K | $20.5M | −$457.3K | Cut−$500.8K |
| Squarepoint Ops LLC | 139.7K | $19.3M | −$196.7K | Added$10.4M |
| Sepio Capital, LP | 135.5K | $18.7M | −$422.7K | Cut−$455.2K |
| Topor & Co. Korea | 131.9K | $18.3M | −$411.6K | Cut−$3.59M |
| CAPTRUST FINANCIAL ADVISORS | 123.3K | $17.1M | −$382.9K | Cut−$298.2K |
| Ashford Advisors, LLC | 120.8K | $16.7M | −$377K | Cut−$377K |
| Gryphon Financial Partners LLC | 120.3K | $16.6M | −$370.4K | Cut−$156.9K |
| PINEBRIDGE INVESTMENTS LLC | 117.7K | $16.3M | −$351.6K | Added$343.7K |
| Portus Wealth Advisors, LLC | 117.5K | $16.3M | −$361.5K | Cut−$131.8K |
| BIP Wealth, LLC | 116.2K | $16.1M | −$362.4K | Cut−$649.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 113.8K | $15.7M | −$376.4K | Cut−$129.1K |
| Cetera Investment Advisers | 111.2K | $15.4M | −$327.7K | Added$526.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 111.1K | $15.4M | −$290.8K | Added$2.19M |
| IFC Advisors LLC | 104.3K | $14.4M | −$325.3K | Cut−$377.8K |
| Jefferies Financial Group Inc. | 102.1K | $14.1M | — | New |
| FIFTH THIRD BANCORP | 101.5K | $14M | −$46.2K | Added$11.9M |
| TORONTO DOMINION BANK | 100K | $13.8M | — | New |
| UNIQUE WEALTH, LLC | 98K | $13.6M | −$305.7K | Cut−$1.03M |
| Plan Group Financial, LLC | 97.4K | $13.5M | −$302.7K | Cut−$244.6K |
| Harding Loevner LP | 95.5K | $13.2M | −$172K | Added$5.42M |
| Wind River Trust Co | 94.2K | $13M | −$293.9K | Cut−$293.9K |
| AlTi Global, Inc. | 90.5K | $12.5M | −$278.4K | Cut−$98.1K |
| Dorsey & Whitney Trust CO LLC | 87.7K | $12.1M | −$273.7K | Cut−$537.5K |
| Centennial Bank/AR/ | 87.2K | $12.1M | −$264.8K | Added$60.4K |
| Amplius Wealth Advisors, LLC | 86.4K | $12M | −$269.7K | Cut−$270.2K |
| North Berkeley Wealth Management, LLC | 86K | $11.9M | −$252.9K | Added$432.7K |
| HB Wealth Management, LLC | 85.7K | $11.9M | −$267.4K | Cut−$1.01M |
| Waverly Advisors, LLC | 85K | $11.8M | −$265.2K | Cut−$304.3K |
| Hackensack Meridian Health, Inc. | 85K | $11.8M | −$265.2K | Cut−$265.2K |
| COOPER INVESTORS PTY LTD | 83.5K | $11.5M | −$230.4K | Added$1.1M |
| Annis Gardner Whiting Capital Advisors, LLC | 83.1K | $11.5M | −$259.2K | Cut−$259.2K |
| DT Investment Partners, LLC | 82.6K | $11.4M | −$257.7K | Cut−$283.9K |
| NYL Investors LLC | 80.9K | $11.2M | −$252.5K | Cut−$1.16M |
| Charter Oak Capital Management, LLC | 79.9K | $11.1M | −$249.4K | Cut−$385.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | 78.2K | $10.8M | −$243.9K | Cut−$1.08M |
| Private Advisor Group, LLC | 77.3K | $10.7M | −$240.5K | Cut−$205.7K |
| Mariner, LLC | 76.7K | $10.6M | −$239.4K | Cut−$1.96M |
| STIFEL FINANCIAL CORP | 75.7K | $10.5M | −$236.2K | Cut−$8.81M |
| MERCER GLOBAL ADVISORS INC /ADV | 73.6K | $10.2M | −$124.8K | Added$4.52M |
| Capital World Investors | 74K | $9.93M | −$473.2K | Added$1.73M |
| Citadel | 70.9K | $9.81M | — | New |
| EFG International AG | 70.6K | $9.77M | −$220.4K | Cut−$2.36M |
| WestEnd Advisors, LLC | 68.5K | $9.49M | −$34.6K | Added$7.92M |
| WCM INVESTMENT MANAGEMENT, LLC | 70.5K | $9.46M | −$579.2K | Cut−$10.5M |
| CATALYST FINANCIAL PARTNERS LLC | 66.6K | $9.21M | −$121.6K | Added$3.69M |
| Fidelity | 65.3K | $9.04M | −$203.9K | Cut−$209.8K |
| NLB Skladi, upravljanje premozenja, d.o.o. | 65.1K | $9.01M | −$154.9K | Added$1.99M |
| Able Wealth Management LLC | 65.1K | $9.01M | −$196.2K | Added$107.5K |
| CHANNEL WEALTH LLC | 64.8K | $8.97M | −$202.3K | Cut−$776K |
| Financial Enhancement Group LLC | 58.6K | $8.84M | $403.7K | Added$186.5K |
| BBR PARTNERS, LLC | 63.3K | $8.77M | −$129.7K | Added$2.88M |
| BRANDYWINE TRUST CO | 61.7K | $8.54M | −$192.5K | Cut−$192.6K |
| Mullaney, Keating & Wright, Inc. | 61.6K | $8.53M | −$190K | Cut−$88.6K |
| GLENMEDE TRUST CO NA | 60.9K | $8.42M | −$174.1K | Added$528.7K |
| MGO ONE SEVEN LLC | 60.6K | $8.38M | −$188.8K | Cut−$1.95M |
| Permanent Capital Management, LP | 54.9K | $8.31M | $551.4K | Added$551.4K |
| TD Capital Management LLC | 59.9K | $8.29M | −$187K | Cut−$196.8K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 59.5K | $8.23M | −$116.2K | Added$2.96M |
| Icahn Capital | 59K | $8.17M | −$110.4K | Added$3.16M |
| Parallel Advisors, LLC | 58.3K | $8.07M | −$179K | Cut−$45.1K |
| LARCH CAPITAL PARTNERS LLC | 58.1K | $8.04M | −$181K | Cut−$166.1K |
| Altrafin AG | 57.5K | $7.96M | −$179.4K | Cut−$3.29M |
| SBI Securities Co., Ltd. | 57.1K | $7.9M | −$138.8K | Added$1.6M |
| CAHABA WEALTH MANAGEMENT, INC. | 56.2K | $7.77M | −$175.3K | Cut−$558.9K |
| Centiva Capital, LP | 52.5K | $7.26M | — | New |
| Rothschild Capital Partners, LLC | 51.9K | $7.19M | −$162K | Cut−$162K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 50.3K | $6.96M | −$156.9K | Cut−$156.9K |
| Sava Infond d.o.o. | 50.1K | $6.94M | −$155.8K | Cut−$128.2K |
| OneAscent Financial Services LLC | 49.5K | $6.85M | — | New |
| SteelPeak Wealth, LLC | 48.6K | $6.72M | −$87.3K | Added$2.77M |
| Stratos Wealth Partners, LTD. | 48.4K | $6.7M | −$137.7K | Added$450.5K |
| Verum Partners LLC | 46.8K | $6.48M | −$146.1K | Cut−$187.9K |
| Wescott Financial Advisory Group, LLC | 46.6K | $6.45M | −$145K | Cut−$122.3K |
| LexAurum Advisors, LLC | 46.4K | $6.42M | — | Held |
| Creative Planning | 46.1K | $6.38M | −$143.9K | Cut−$463.7K |
| Ausdal Financial Partners, Inc. | 44.5K | $6.16M | −$139K | Cut−$260.1K |
| Frank, Rimerman Advisors LLC | 44.1K | $6.1M | −$137.4K | Cut−$137.4K |
| VPR Management LLC | 43.7K | $6.05M | −$136.3K | Cut−$136.3K |
| Steward Partners Investment Advisory, LLC | 43.7K | $6.04M | −$113.3K | Added$900.2K |
| Atria Investments, Inc | 42.6K | $5.9M | −$133K | Cut−$829K |
| Stonehage Fleming Financial Services Holdings Ltd | 42.5K | $5.88M | −$37.4K | Added$4.18M |
| Peak Financial Management, Inc. | 42.3K | $5.85M | −$132K | Cut−$240.1K |
| FFT WEALTH MANAGEMENT LLC | 42.3K | $5.85M | −$107.4K | Added$982K |
| Y.D. More Investments Ltd | 42.7K | $5.84M | −$165K | Added$1.22M |
| MayTech Global Investments, LLC | 42.1K | $5.83M | −$106.6K | Added$1M |
| Sand Hill Global Advisors, LLC | 42K | $5.82M | −$131.2K | Cut−$131.2K |
| VICTORY CAPITAL MANAGEMENT INC | 41.9K | $5.79M | −$126.1K | Added$75.9K |
| Zurich Insurance Group Ltd/FI | 41.7K | $5.77M | −$168.4K | Cut−$1.64M |
| Lee Financial Co | 40.9K | $5.65M | −$127.5K | Cut−$195.8K |
| RETIREMENT INCOME SOLUTIONS, INC | 40.6K | $5.62M | −$126.6K | Cut−$190.6K |
| Atwater Malick LLC | 40.2K | $5.57M | −$122.6K | Added$6.36K |
| Union Bancaire Privee, UBP SA | 35.6K | $5.52M | −$242.5K | Added$1.02M |
| EP Wealth Advisors, LLC | 39.6K | $5.48M | −$123.7K | Cut−$135.8K |
| Ballentine Partners, LLC | 39.4K | $5.46M | −$123K | Cut−$198.8K |
| PINNACLE ASSOCIATES LTD | 39.2K | $5.42M | −$112.4K | Added$320.4K |
| Vivaldi Capital Management LP | 39.1K | $5.4M | −$117K | Added$98.5K |
| Advisory Services Network, LLC | 38.1K | $5.27M | −$118K | Cut−$80.5K |
| Pinnacle Wealth Management Advisory Group, LLC | 38K | $5.26M | −$108.8K | Added$324.1K |
| Hirtle Callaghan & Co LLC | 37.9K | $5.24M | −$52.5K | Added$2.86M |
| Advisor OS, LLC | 37K | $5.12M | −$113.4K | Cut−$21.7K |
| Procyon Advisors, LLC | 36.9K | $5.1M | −$115.1K | Cut−$185.8K |
| SCS Capital Management LLC | 36.8K | $5.09M | −$114.9K | Cut−$388.8K |
| AlphaCore Capital LLC | 36.3K | $5.02M | −$112.7K | Cut−$89.5K |
| Empowered Funds, LLC | 35.6K | $4.92M | — | New |
| DIVERSIFIED TRUST CO | 35.4K | $4.9M | −$110.5K | Cut−$110.6K |
| Brown University | 35.4K | $4.9M | — | New |
| HighPoint Advisor Group LLC | 35.3K | $4.89M | −$110.2K | Cut−$120.2K |
| Financial Council, LLC | 34.7K | $4.81M | −$108.3K | Cut−$102.9K |
| BARINGS LLC | 34.4K | $4.76M | −$104.3K | Added$29.4K |
| Intergy Private Wealth, LLC | 32.9K | $4.55M | −$102.7K | Cut−$102.7K |
| MOODY NATIONAL BANK TRUST DIVISION | 32.7K | $4.53M | −$102.1K | Cut−$102.1K |
| PENNINGTON PARTNERS & CO., LLC | 32.7K | $4.53M | −$102.1K | Cut−$102.4K |
| Freestone Capital Holdings, LLC | 32.7K | $4.52M | −$101.9K | Cut−$919.1K |
| Migdal Insurance & Financial Holdings Ltd. | 32.3K | $4.46M | $1.09M | Added$4.46M |
| Madrona Financial Services, LLC | 32.2K | $4.46M | −$100.5K | Cut−$112.4K |
| Callan Family Office, LLC | 32.2K | $4.45M | −$100.5K | Cut−$4.38M |
| Golden State Wealth Management, LLC | 31.9K | $4.42M | −$88.8K | Added$387.3K |
| Well Done, LLC | 31.7K | $4.39M | −$99K | Cut−$132.1K |
| Sageworth Trust Co of South Dakota | 31.1K | $4.3M | −$96.9K | Cut−$96.9K |
| BSW Wealth Partners | 31K | $4.29M | −$96.7K | Cut−$101K |
| BARCLAYS PLC | 30.9K | $4.27M | −$96.4K | Cut−$105.9K |
| VOYA INVESTMENT MANAGEMENT LLC | 30.8K | $4.26M | −$38.3K | Added$2.53M |
| Beirne Wealth Consulting Services, LLC | 30.4K | $4.21M | −$94.7K | Cut−$534.9K |
| National Philanthropic Trust | 30.3K | $4.2M | −$94.6K | Cut−$94.6K |
| CALTON & ASSOCIATES, INC. | 28.9K | $3.99M | — | New |
| Rathbones Group PLC | 27.6K | $3.82M | −$85.4K | Cut−$56.3K |
| FRANKLIN RESOURCES INC | 27.2K | $3.76M | −$84.7K | Cut−$114K |
| SNS Financial Group, LLC | 27.2K | $3.76M | −$84.7K | Cut−$105.9K |
| SHEPHERD KAPLAN KROCHUK, LLC | 27.1K | $3.75M | −$84.6K | Cut−$112.8K |
| RIK SAYLOR FINANCIAL, INC. | 27.1K | $3.75M | −$84.5K | Cut−$100.8K |
| INSIGNEO ADVISORY SERVICES, LLC | 26.8K | $3.71M | −$80.1K | Added$80K |
| SIGNATUREFD, LLC | 26.7K | $3.7M | −$83.4K | Cut−$130.6K |
| McKinley Carter Wealth Services, Inc. | 26.7K | $3.69M | −$83.2K | Cut−$171.9K |
| PAX Financial Group, LLC | 26.5K | $3.67M | −$82.7K | Cut−$605.8K |
| GQG Partners LLC | 26.3K | $3.65M | −$82.1K | Cut−$4.11M |
| MassMutual Private Wealth & Trust, FSB | 26.1K | $3.62M | −$81.6K | Cut−$89.8K |
| MainStreet Investment Advisors LLC | 26.1K | $3.61M | −$81.5K | Cut−$81.5K |
| QUADRANT CAPITAL GROUP LLC | 25.5K | $3.52M | −$77.9K | Cut−$12.1K |
| Wealthfront Advisers LLC | 25.3K | $3.5M | −$54.8K | Added$1.01M |
| WADDELL & ASSOCIATES, LLC | 25.2K | $3.49M | −$78.8K | Cut−$78.8K |
| CATALYST PRIVATE WEALTH, LLC | 25K | $3.47M | −$78.1K | Cut−$100.2K |
| Equitable Holdings, Inc. | 23.8K | $3.37M | $0 | Added$496.3K |
| St. Louis Trust Co | 24K | $3.33M | −$75K | Cut−$75K |
| Sanctuary Advisors, LLC | 23.9K | $3.31M | −$74.6K | Cut−$97.8K |
| Beacon Pointe Advisors, LLC | 23.5K | $3.25M | −$33K | Added$1.75M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 23.3K | $3.22M | −$72.1K | Cut−$45.2K |
| PFW Advisors LLC | 23K | $3.18M | −$71.6K | Cut−$340.9K |
Who left
- PRUDENTIAL FINANCIAL INC$21.1M
- Beverly Hills Private Wealth, LLC$18.5M
- Financial Management Professionals, Inc.$9.02M
- Moneda S.A. Administradora General de Fondos$5.93M
- Altman Advisors, Inc.$3.49M
- Renaissance Technologies$3.23M
- Aristotle Capital Management, LLC$2.66M
- READYSTATE ASSET MANAGEMENT LP$2.54M
- Clarus Wealth Advisors$2.53M
- ADVISORY RESEARCH INC$2.29M
- NewEdge Advisors, LLC$1.88M
- SILVERCREST ASSET MANAGEMENT GROUP LLC$1.87M
- Sarasin & Partners LLP$1.65M
- Venturi Wealth Management, LLC$1.45M
- DRW Securities, LLC$1.36M
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.