Stock
Reported value
$11.9B
Holders
841
+76 new · −183 exited
Holders’ est. mark
−$236.5M
Price effect on 233 books still in the name
Largest holder
$1.87B
WELLS FARGO & COMPANY/MN
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $3.15M
- Citadel0.0% · $3.42M
- Fidelity0.0% · $9.81M
- Icahn Capital0.0% · $506.2K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 19.9M | $1.87B | −$44.8M | Added$29.1M |
| UBS Group AG | 10.2M | $956.1M | −$3.35M | Added$818.7M |
| GOLDMAN SACHS GROUP INC | 6.42M | $602.6M | −$6.07M | Added$354.1M |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6.34M | $595.2M | −$14.8M | Cut−$11.5M |
| BANK OF AMERICA CORP /DE/ | 6.3M | $592.1M | −$14.8M | Cut−$167.3M |
| BNP PARIBAS FINANCIAL MARKETS | 6.2M | $582.1M | −$8.36M | Added$239.7M |
| MORGAN STANLEY | 4.29M | $402.9M | −$9.75M | Added$3.48M |
| JPMORGAN CHASE & CO | 4.07M | $378.6M | −$12.9M | Cut−$180.3M |
| SBI Okasan Asset Management Co.Ltd. | 3.48M | $323.9M | −$12.1M | Cut−$326.6M |
| ROYAL BANK OF CANADA | 2.69M | $252.5M | −$6.32M | Cut−$6.34M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2.65M | $248.9M | — | Held |
| HSBC HOLDINGS PLC | 2.51M | $236.3M | −$6.04M | Cut−$125.3M |
| Japan Science & Technology Agency | 2.5M | $234.8M | −$5.87M | Cut−$5.88M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.19M | $205.7M | −$766.5K | Added$174.2M |
| Nationwide Fund Advisors | 2.16M | $202.5M | −$4.88M | Added$2.49M |
| PRUDENTIAL FINANCIAL INC | 1.8M | $168.6M | −$4.22M | Cut−$52.3M |
| BlackRock, Inc. | 1.76M | $165.6M | −$4.14M | Cut−$129.9M |
| Bank of New York Mellon Corp | 1.75M | $164M | −$3.91M | Added$3.76M |
| Hamilton Capital, LLC | 1.55M | $145.9M | −$3.45M | Added$4.44M |
| SUMITOMO LIFE INSURANCE CO | 1.34M | $125.7M | −$3.14M | Cut−$20.5M |
| CI INVESTMENTS INC. | 1.28M | $120.1M | −$1.42M | Added$62M |
| LPL Financial LLC | 1.08M | $101.7M | −$2.55M | Cut−$174.9M |
| AMERIPRISE FINANCIAL INC | 904.3K | $85.8M | −$1.28M | Cut−$20.3M |
| SigFig Wealth Management, LLC | 906.6K | $85.2M | −$1.91M | Added$7.74M |
| ENVESTNET ASSET MANAGEMENT INC | 859.8K | $80.7M | −$2.04M | Cut−$412.1M |
| NOMURA ASSET MANAGEMENT CO LTD | 844.4K | $79.3M | −$1.75M | Added$7.64M |
| 1832 Asset Management L.P. | 837.5K | $78.7M | −$1.89M | Added$1.28M |
| Steward Partners Investment Advisory, LLC | 774.6K | $72.8M | −$1.82M | Cut−$4.48M |
| PNC Financial Services Group, Inc. | 593.9K | $55.8M | −$1.4M | Cut−$5.36M |
| STATE OF WISCONSIN INVESTMENT BOARD | 580K | $54.5M | −$1.36M | Cut−$1.36M |
| Federation des caisses Desjardins du Quebec | 524.8K | $49.3M | −$857.5K | Added$14.2M |
| NEUBERGER BERMAN GROUP LLC | 513.8K | $48.3M | −$1.21M | Cut−$22.1M |
| DEUTSCHE BANK AG\ | 513.6K | $48.2M | −$1.21M | Cut−$11.4M |
| PRUDENT INVESTORS NETWORK, INC. | 487.4K | $45.8M | −$45.9K | Added$43.9M |
| Allianz Asset Management GmbH | 468K | $44M | −$1.1M | Cut−$10.7M |
| Venturi Wealth Management, LLC | 431.5K | $40.5M | −$30.8K | Added$39.3M |
| Cetera Investment Advisers | 415.1K | $39M | −$975.4K | Cut−$40.3M |
| Centiva Capital, LP | 402K | $37.8M | −$465.3K | Added$18.7M |
| Savant Capital, LLC | 370.5K | $34.8M | −$870.6K | Cut−$2.22M |
| Mirae Asset Global Investments Co., Ltd. | 359.4K | $33.8M | −$806K | Added$735.5K |
| JANUS HENDERSON GROUP PLC | 353.4K | $33.2M | −$774.4K | Added$1.46M |
| Varma Mutual Pension Insurance Co | 350K | $32.9M | −$822.5K | Cut−$822.5K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 340K | $31.9M | −$799K | Cut−$799K |
| ASSETMARK, INC | 339.8K | $31.9M | −$798.5K | Cut−$96M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 319.8K | $30M | −$80.7K | Added$26.7M |
| Pacific Life Fund Advisors LLC | 316.3K | $29.7M | −$743.4K | Cut−$2.84M |
| Retirement Investment Advisors, Inc. | 291.4K | $28.1M | $0 | Added$6.16K |
| BLB&B Advisors, LLC | 298K | $28M | −$643.4K | Added$1.63M |
| JONES FINANCIAL COMPANIES LLLP | 297.4K | $27.7M | −$849.1K | Added$3M |
| Apella Capital, LLC | 285.9K | $27.6M | $88.2K | Added$5.87M |
| Baker Avenue Asset Management, LP | 279.7K | $26.3M | −$657.2K | Cut−$3.04M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 274.5K | $25.6M | −$853.7K | Cut−$947.6K |
| First Command Advisory Services, Inc. | 271.8K | $25.5M | −$556.7K | Added$2.73M |
| RAYMOND JAMES FINANCIAL INC | 264.5K | $24.8M | −$621.6K | Cut−$8.06M |
| Financial Sense Advisors, Inc. | 263.6K | $24.8M | — | New |
| Washington Trust Bank | 263.3K | $24.7M | −$588K | Added$645.9K |
| SEI INVESTMENTS CO | 255.4K | $24M | −$602.2K | Cut−$1.17M |
| Creative Planning | 253.8K | $23.8M | −$34.2K | Added$22.4M |
| Tidal Investments LLC | 246.6K | $23.1M | −$617.8K | Added$1.46M |
| OSAIC HOLDINGS, INC. | 245.4K | $23.1M | −$471.7K | Added$4.11M |
| Stairway Partners, LLC | 241.8K | $22.7M | −$565.7K | Cut−$461.5K |
| HighTower Advisors, LLC | 232.9K | $21.9M | −$546.9K | Cut−$8.92M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 230.4K | $21.6M | −$518.7K | Added$389K |
| Checchi Capital Advisers, LLC | 227.6K | $21.4M | −$534.9K | Cut−$855.8K |
| Pure Financial Advisors, LLC | 225.9K | $21.2M | −$514.1K | Added$154.3K |
| SIH Partners, LLLP | 225.2K | $21.2M | — | New |
| Invesco Ltd. | 225K | $21.1M | −$528.7K | Cut−$1.68M |
| Wealthfront Advisers LLC | 223.5K | $21M | −$514.5K | Cut−$90.9K |
| Towercrest Capital Management | 221.8K | $20.8M | −$500.9K | Added$296.2K |
| Estate Counselors, LLC | 220.2K | $20.7M | −$264.4K | Added$9.85M |
| Equitable Holdings, Inc. | 275.9K | $19.5M | −$6.55M | Cut−$5.07M |
| Jaffetilchin Investment Partners, LLC | 199.5K | $18.7M | — | New |
| Invst, LLC | 191.6K | $18M | −$450.2K | Cut−$1.24M |
| Financial Advisors Network, Inc. | 191.1K | $18M | −$366.5K | Added$2.94M |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 190.1K | $17.9M | — | New |
| Cannon Financial Strategists, Inc. | 188.9K | $17.7M | −$428.6K | Added$182.2K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 188.3K | $17.7M | −$330.9K | Added$4.24M |
| Pictet Asset Management Holding SA | 175.9K | $16.4M | −$595.8K | Cut−$23.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 172.2K | $16.2M | −$404.5K | Cut−$5.41M |
| Nuveen, LLC | 159.8K | $15M | — | New |
| First Trust Bank, Ltd. | 158K | $14.8M | −$371.3K | Cut−$371.3K |
| Horizon Investments, LLC | 155.7K | $14.5M | −$499.8K | Cut−$15.9M |
| BARCLAYS PLC | 152.7K | $14.3M | −$358.9K | Cut−$35.4M |
| SYON CAPITAL LLC | 146.3K | $13.7M | −$211.3K | Added$5.09M |
| ALLIANCEBERNSTEIN L.P. | 141.9K | $13.7M | $0 | Held |
| Bank Julius Baer & Co. Ltd, Zurich | 144.3K | $13.6M | −$339.1K | Cut−$15.8M |
| IMC-Chicago, LLC | 141.9K | $13.3M | −$46.6K | Added$11.4M |
| Cerity Partners LLC | 139.2K | $13.1M | −$241.2K | Added$3.16M |
| MILLENNIUM MANAGEMENT LLC | 137.5K | $12.9M | −$193.7K | Added$4.98M |
| Howard Capital Management Inc. | 136.3K | $12.8M | −$309.6K | Added$121K |
| CITIZENS & NORTHERN CORP | 135.9K | $12.8M | −$310.7K | Added$37.2K |
| 1 NORTH WEALTH SERVICES LLC | 135.4K | $12.7M | −$317.8K | Cut−$304.3K |
| Alliance Wealth Management Group | 135.2K | $12.7M | −$307.1K | Added$99.7K |
| COUNTRY TRUST BANK | 133.7K | $12.6M | −$314.1K | Cut−$328.5K |
| Occidental Asset Management, LLC | 132.4K | $12.4M | −$266.8K | Added$1.5M |
| J.Safra Asset Management Corp | 131.4K | $12.3M | −$289.2K | Added$500.5K |
| Spire Wealth Management | 129.1K | $12.1M | −$293.2K | Added$119.4K |
| Financiere des Professionnels - Fonds d'investissement inc. | 128K | $12M | −$300.8K | Cut−$945.9K |
| NATIONAL BANK OF CANADA /FI/ | 127.4K | $12M | −$183.6K | Added$4.52M |
| Idaho Trust Co | 126.4K | $11.9M | −$295.8K | Cut−$242.9K |
| Kovitz Investment Group Partners, LLC | 122.1K | $11.5M | −$286.9K | Cut−$3.64M |
| PEAK FINANCIAL ADVISORS LLC | 117.1K | $11M | −$275.1K | Cut−$422.5K |
| CLUNE & ASSOCIATES, LTD. | 116.8K | $11M | −$168.1K | Added$4.09M |
| Vontobel Holding Ltd. | 116.1K | $10.9M | −$272.8K | Cut−$324.9K |
| TIAA TRUST, NATIONAL ASSOCIATION | 113.2K | $10.6M | −$265.9K | Cut−$207.9M |
| Vise Technologies, Inc. | 105.6K | $10.2M | $0 | Held |
| Sumitomo Mitsui Trust Group, Inc. | 108K | $10.1M | −$253.7K | Cut−$4.13M |
| CITIGROUP INC | 107.3K | $10.1M | −$252K | Cut−$35.8M |
| CVS HEALTH Corp | 107K | $10.1M | — | New |
| COMMERCE BANK | 106.1K | $9.97M | −$249.4K | Cut−$410.6K |
| MERCER GLOBAL ADVISORS INC /ADV | 105.9K | $9.95M | −$248.9K | Cut−$5.69M |
| Mariner, LLC | 105.5K | $9.88M | −$269.2K | Cut−$2.86M |
| III Capital Management | 105K | $9.86M | — | New |
| Fidelity | 104.5K | $9.81M | −$245.5K | Cut−$20.6M |
| Trek Financial, LLC | 102.2K | $9.6M | −$148.4K | Added$3.52M |
| LMR Partners LLP | 100K | $9.39M | −$117.5K | Added$4.58M |
| Probity Advisors, Inc. | 99.5K | $9.34M | −$225.3K | Added$114.3K |
| SCOTIA CAPITAL INC. | 98.6K | $9.26M | −$200.7K | Added$1.04M |
| Rockefeller Capital Management L.P. | 98.3K | $9.24M | −$209.9K | Added$639.9K |
| Man Group plc | 97.4K | $9.15M | −$228.8K | Cut−$82.2M |
| TRUIST FINANCIAL CORP | 95.7K | $8.99M | −$224.9K | Cut−$5.95M |
| Omega Financial Group, LLC | 92.4K | $8.68M | −$214.4K | Cut−$107.8K |
| LAKE STREET PRIVATE WEALTH, LLC | 91.6K | $8.61M | −$137.1K | Added$3M |
| MACKENZIE FINANCIAL CORP | 90.2K | $8.47M | −$211.9K | Cut−$211.9K |
| Ashton Thomas Private Wealth, LLC | 88.9K | $8.35M | −$208.8K | Cut−$882.8K |
| &PARTNERS | 87.4K | $8.18M | −$236.6K | Cut−$2.12M |
| DRW Securities, LLC | 85.8K | $8.05M | — | New |
| STIFEL FINANCIAL CORP | 85.3K | $8.01M | −$200.4K | Cut−$12.9M |
| Ellevest, Inc. | 83.3K | $7.82M | −$189.6K | Added$50.5K |
| Integrated Wealth Concepts LLC | 82K | $7.7M | −$167.6K | Added$837.7K |
| Outlook Wealth Advisors, LLC | 81.5K | $7.65M | −$180.8K | Added$402.6K |
| Van Hulzen Asset Management, LLC | 80.4K | $7.56M | −$158.8K | Added$1.05M |
| Busey Bank | 80.2K | $7.53M | −$186K | Cut−$87.7K |
| Berger Financial Group, Inc | 80K | $7.51M | −$188K | Cut−$1.4M |
| JMAC ENTERPRISES LLC | 78.8K | $7.4M | −$182K | Cut−$56.3K |
| Genus Capital Management Inc. | 76.8K | $7.21M | −$179.4K | Cut−$133.3K |
| Union Bancaire Privee, UBP SA | 77K | $7.17M | −$257K | Cut−$210.5K |
| Westview Management dba Westview Investment Advisors | 73.1K | $6.86M | −$171.7K | Cut−$720.3K |
| PRINCIPAL FINANCIAL GROUP INC | 68K | $6.39M | −$87.2K | Added$2.82M |
| FORM Wealth Advisors, LLC | 66.7K | $6.27M | −$143.3K | Added$397.3K |
| FEDERATED HERMES, INC. | 65.4K | $6.15M | −$114.4K | Added$1.46M |
| Impact Partnership Wealth, LLC | 64.7K | $6.08M | −$87.1K | Added$2.51M |
| GUGGENHEIM CAPITAL LLC | 63.4K | $5.95M | −$138.7K | Added$274K |
| FIFTH THIRD BANCORP | 61.8K | $5.81M | −$854 | Added$5.77M |
| Baird Financial Group, Inc. | 61.3K | $5.76M | −$144K | Cut−$1.27M |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 61.2K | $5.75M | −$143.7K | Cut−$151.4K |
| Park Edge Advisors, LLC | 60.7K | $5.7M | −$4.92K | Added$5.5M |
| Finhabits Advisors LLC | 60.7K | $5.7M | −$139K | Added$3.86K |
| Alternative Investment Advisors, LLC. | 59.5K | $5.59M | −$135.5K | Added$39K |
| OneDigital Investment Advisors LLC | 58.1K | $5.45M | −$136.5K | Cut−$25.3M |
| BEACON ADVISORS HOLDINGS, LLC | 57K | $5.35M | −$133.9K | Cut−$288.4K |
| SIERRA OCEAN, LLC | 56.3K | $5.28M | −$128.7K | Added$11.8K |
| Qube Research & Technologies Ltd | 56.2K | $5.28M | −$132K | Cut−$16.2M |
| Focus Partners Wealth | 55K | $5.17M | −$44.5K | Added$1.09M |
| LARCH CAPITAL PARTNERS LLC | 54.8K | $5.15M | −$120.5K | Added$211.2K |
| FOUNDERS FINANCIAL SECURITIES LLC | 52.7K | $5.03M | −$38.8K | Added$184.3K |
| Pathstone Holdings, LLC | 53.5K | $5.02M | −$104.9K | Added$723.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 53.2K | $5M | −$125.1K | Cut−$8.6M |
| Financial Alternatives, Inc | 52.9K | $4.96M | −$124.2K | Cut−$544.2K |
| Monument Capital Management | 52.6K | $4.94M | −$123.6K | Cut−$364.7K |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 52.3K | $4.92M | −$123K | Cut−$508K |
| ISLAY CAPITAL MANAGEMENT, LLC | 51.9K | $4.88M | −$51.5K | Added$2.77M |
| Independent Advisor Alliance | 51.6K | $4.85M | −$32.6K | Added$3.51M |
| HANCOCK WHITNEY CORP | 50.2K | $4.81M | −$22.8K | Added$347.3K |
| IFP Advisors, Inc | 49.9K | $4.69M | −$97.1K | Added$706.4K |
| BlueSky Wealth Advisors, LLC | 49.6K | $4.66M | −$115.3K | Cut−$61.5K |
| Privium Fund Management (UK) Ltd | 50.1K | $4.65M | — | New |
| JANE STREET GROUP, LLC | 48.4K | $4.54M | −$113.7K | Cut−$92.9M |
| Insight Wealth Partners, LLC | 47K | $4.42M | −$106.1K | Added$71.5K |
| Sanctuary Advisors, LLC | 46.9K | $4.4M | −$110.1K | Cut−$10.3M |
| CENTRAL TRUST Co | 46.3K | $4.35M | −$99.9K | Added$252.1K |
| CITIZENS FINANCIAL GROUP INC/RI | 46.1K | $4.33M | −$108.3K | Cut−$168.3K |
| Edgestream Partners, L.P. | 45.9K | $4.31M | — | New |
| TUDOR INVESTMENT CORP ET AL | 45K | $4.23M | −$14.9K | Added$3.62M |
| INTEGRITY ALLIANCE, LLC. | 44.4K | $4.17M | −$95.5K | Added$260.7K |
| Modera Wealth Management, LLC | 43.8K | $4.12M | −$100.9K | Cut−$17.3K |
| Parallel Advisors, LLC | 43.8K | $4.11M | −$112.5K | Cut−$46.8K |
| MML INVESTORS SERVICES, LLC | 43.3K | $4.07M | −$101.8K | Cut−$41.1M |
| Integrated Advisors Network LLC | 42.5K | $3.99M | −$99.9K | Cut−$5.78M |
| Gridiron Partners, LLC | 42.5K | $3.97M | −$28K | Added$3.01M |
| Wharton Business Group, LLC | 42.2K | $3.97M | −$79K | Cut−$74.3K |
| Rinkey Investments | 41.8K | $3.92M | −$98.1K | Cut−$3.77M |
| Beacon Pointe Advisors, LLC | 41.1K | $3.86M | −$66.9K | Added$1.12M |
| Trivium Point Advisory, LLC | 40.9K | $3.84M | −$96.2K | Cut−$1M |
| Merit Financial Group, LLC | 40.5K | $3.8M | −$95.2K | Cut−$565.5K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 40.2K | $3.78M | −$86K | Added$256.3K |
| Paragon Advisors, LLC | 39.9K | $3.75M | −$93.7K | Cut−$420K |
| Sharper & Granite LLC | 39.7K | $3.73M | −$63.3K | Added$1.14M |
| Crossmark Global Holdings, Inc. | 39.5K | $3.71M | −$45.9K | Added$1.83M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 38.9K | $3.66M | −$92.6K | Cut−$5.77M |
| ALLSTATE CORP | 37.9K | $3.56M | — | New |
| Caisse de depot et placement du Quebec | 37.7K | $3.54M | −$88.6K | Cut−$88.6K |
| Citadel | 36.4K | $3.42M | — | New |
| Inscription Capital, LLC | 36.3K | $3.41M | −$85.2K | Cut−$137.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | 36.1K | $3.39M | −$39.9K | Added$1.76M |
| NWAM LLC | 35.5K | $3.33M | −$87.3K | Cut−$172.8K |
| LifePlan Investment Advisors, Inc. | 35.3K | $3.31M | −$82.8K | Cut−$400.2K |
| Ascent Group, LLC | 35.1K | $3.3M | −$82.6K | Cut−$7.71M |
| Hilltop Holdings Inc. | 35K | $3.29M | −$82.2K | Cut−$1.38M |
| GenTrust, LLC | 35K | $3.28M | −$82.2K | Cut−$82.2K |
| Clear Creek Financial Management, LLC | 34.7K | $3.26M | −$77.8K | Added$78.7K |
| Great Diamond Partners, LLC | 34.7K | $3.26M | −$73.4K | Added$251.8K |
| Heritage Family Offices, LLP | 33.9K | $3.18M | −$79.7K | Cut−$1.26M |
| CWM, LLC | 33.5K | $3.15M | $3.15M | Added$3.1M |
| Renaissance Technologies | 33.5K | $3.15M | −$8.93K | Added$2.78M |
| Private Advisor Group, LLC | 33K | $3.1M | −$77.5K | Cut−$1.4M |
| ASHTON THOMAS SECURITIES, LLC | 32.7K | $3.07M | — | New |
| REGIONS FINANCIAL CORP | 32.6K | $3.06M | −$76.7K | Cut−$685.5K |
| KEYBANK NATIONAL ASSOCIATION/OH | 32.3K | $3.03M | −$75.8K | Cut−$102.5K |
| Blueprint Investment Partners LLC | 32.1K | $3.02M | −$60.8K | Added$526K |
| Mount Lucas Management LP | 32K | $3.01M | −$69.1K | Added$180K |
| FIRST AMERICAN TRUST, FSB | 31.5K | $2.96M | −$34.5K | Added$1.55M |
| VERUS WEALTH MANAGEMENT, LLC | 30.9K | $2.9M | −$70.4K | Added$18.1K |
| Farrell Financial LLC | 30.9K | $2.9M | −$68.3K | Added$104K |
| Blueprint Financial Advisors LLC | 30.5K | $2.86M | −$60.9K | Added$367.3K |
| NICOLET BANKSHARES INC | 30.4K | $2.86M | — | New |
| Cardinal Strategic Wealth Guidance | 29.8K | $2.79M | −$68.7K | Cut−$21K |
| Ally Invest Advisors Inc. | 29.7K | $2.79M | −$67.9K | Added$6.9K |
| Kestra Advisory Services, LLC | 29.6K | $2.78M | −$69.5K | Cut−$498.6K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 29.3K | $2.75M | −$68.9K | Cut−$13.2M |
| Garden State Investment Advisory Services LLC | 29.2K | $2.75M | −$67.6K | Added$33.7K |
| TWO SIGMA INVESTMENTS, LP | 28.9K | $2.71M | — | New |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 28.7K | $2.7M | −$46.7K | Added$785.6K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 28.6K | $2.69M | −$61.3K | Added$178K |
| Golden State Equity Partners | 28.4K | $2.67M | −$23.2K | Added$1.72M |
| OneAscent Family Office, LLC | 28.3K | $2.66M | −$66K | Cut−$43.6K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 28.1K | $2.64M | −$64.1K | Added$11.7K |
| Summit Financial, LLC | 28.1K | $2.64M | −$66K | Cut−$2.61M |
| Gotham Asset Management, LLC | 27.5K | $2.58M | — | New |
| Beta Wealth Group, Inc. | 27.1K | $2.55M | −$63.7K | Cut−$214.5K |
| Insight Wealth Strategies, LLC | 26.8K | $2.52M | −$63.1K | Cut−$144.9K |
| NORTHERN TRUST CORP | 26.8K | $2.52M | −$62.5K | Cut−$42.1K |
| CENTRAL BANK & TRUST CO | 26.8K | $2.52M | −$62.6K | Cut−$49.7K |
| Vertex Investment Solutions Co., Ltd. | 26.7K | $2.49M | −$92.9K | Cut−$10.3M |
| FFG RETIREMENT ADVISORS LLC | 26.1K | $2.45M | −$55K | Added$199.5K |
| Vestmark Advisory Solutions, Inc. | 26K | $2.44M | −$61.1K | Cut−$7.42M |
| Savvy Advisors, Inc. | 25.9K | $2.43M | −$60.9K | Cut−$2.52M |
| Gladwyn Financial Advisors, Inc. | 25.9K | $2.43M | −$60K | Cut−$30.2K |
| Randall & Associates Wealth Management | 25.5K | $2.4M | −$56.6K | Added$78.5K |
| AE Wealth Management LLC | 25.3K | $2.38M | −$59.5K | Cut−$4M |
| Concurrent Investment Advisors, LLC | 25.2K | $2.37M | −$57.1K | Added$29.5K |
| Corient Private Wealth LLC | 26.9K | $2.35M | −$237.5K | Cut−$205.2K |
| Sincerus Advisory, LLC | 25K | $2.35M | −$56.9K | Added$18.3K |
| Indivisible Partners | 24.8K | $2.33M | −$33K | Added$979.5K |
| Robertson Stephens Wealth Management, LLC | 23.6K | $2.22M | −$55.5K | Cut−$317.2K |
| Compagnie Lombard Odier SCmA | 23.6K | $2.21M | −$43.6K | Added$426K |
| Kovack Advisors, Inc. | 23.5K | $2.21M | −$15.4K | Added$1.59M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 23.6K | $2.21M | −$63.8K | Cut−$15M |
| WRAPMANAGER INC | 23.4K | $2.2M | −$55K | Cut−$110.1K |
| Columbus Macro, LLC | 23.3K | $2.18M | −$54.6K | Cut−$65.5K |
Who left
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$115.5M
- Ocean Park Asset Management, LLC$59.9M
- MEEDER ASSET MANAGEMENT INC$48.8M
- NewEdge Advisors, LLC$26.3M
- Asset Management One Co., Ltd.$17.7M
- Mitsubishi UFJ Trust & Banking Corp$11.8M
- Atria Investments, Inc$9.77M
- Advocacy Wealth Management, LLC$8.61M
- Crabel Capital Management, LLC$8.13M
- JB Capital LLC$6.91M
- Norris Financial Group, LLC$6.77M
- Blackhawk Capital Partners, LLC$5.38M
- Kelly Financial Services LLC$4.34M
- Capula Management Ltd$4.09M
- Private Wealth Advisors, LLC$3.89M
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.