Stock
Reported value
$2.84B
Holders
349
+34 new · −21 exited
Holders’ est. mark
−$20.1M
Price effect on 230 books still in the name
Largest holder
$483.1M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $102.7M
- Renaissance Technologies0.0% · $1.06M
- Citadel0.0% · $2.32M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 8.5M | $483.1M | −$5.06M | Cut−$1.84M |
| Wealthfront Advisers LLC | 6.2M | $352.5M | −$3.07M | Added$58.9M |
| MORGAN STANLEY | 1.87M | $106.5M | −$1.07M | Added$3.6M |
| BANK OF AMERICA CORP /DE/ | 1.84M | $104.4M | −$1.1M | Cut−$6.66M |
| Fidelity | 1.81M | $102.7M | −$1.08M | Cut−$6.8M |
| Facet Wealth, Inc. | 1.58M | $89.9M | −$1.44M | Added$3.29M |
| SYON CAPITAL LLC | 1.35M | $76.9M | −$688.7K | Added$10.9M |
| BAILARD, INC. | 1.23M | $70.2M | −$740.8K | Cut−$12.5M |
| EP Wealth Advisors, LLC | 1.18M | $67.1M | −$702.6K | Cut−$138.6K |
| LPL Financial LLC | 1.15M | $65.3M | −$593.7K | Added$8.4M |
| ENVESTNET ASSET MANAGEMENT INC | 1.02M | $58.1M | −$325.5K | Added$26.9M |
| Mariner, LLC | 918.6K | $52.2M | −$549.7K | Added$170.1K |
| BlackRock, Inc. | 882.8K | $50.2M | −$142.6K | Added$36.5M |
| JPMORGAN CHASE & CO | 681.8K | $38.7M | −$482.8K | Added$1.18M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 663.6K | $37.7M | — | Held |
| WELLS FARGO & COMPANY/MN | 657.5K | $37.4M | −$365.2K | Added$2.41M |
| MERCER GLOBAL ADVISORS INC /ADV | 657.2K | $37.4M | −$329.6K | Added$5.8M |
| UBS Group AG | 531.9K | $30.2M | −$319.1K | Cut−$606.7K |
| ROYAL BANK OF CANADA | 471.6K | $26.8M | −$270.4K | Added$936K |
| Opes Wealth Management LLC | 468K | $26.6M | −$263.4K | Added$1.39M |
| Beacon Pointe Advisors, LLC | 411.7K | $23.4M | −$69.5K | Added$16.8M |
| Focus Partners Wealth | 404.4K | $23M | −$202.2K | Added$3.23M |
| Manhattan West Asset Management, LLC | 397.8K | $22.6M | −$218K | Added$1.74M |
| GUGGENHEIM CAPITAL LLC | 396K | $22.5M | −$175.6K | Added$5.7M |
| ASSETMARK, INC | 391.7K | $22.3M | −$223.7K | Added$848.1K |
| ALLIANCEBERNSTEIN L.P. | 366.3K | $21M | $0 | Added$1.62M |
| Cetera Investment Advisers | 368.5K | $21M | −$221.1K | Cut−$769.8K |
| Steward Partners Investment Advisory, LLC | 358.8K | $20.4M | −$215.3K | Cut−$361.4K |
| FIRST FOUNDATION ADVISORS | 356.7K | $20.3M | −$214K | Cut−$820.3K |
| CAPTRUST FINANCIAL ADVISORS | 356.4K | $20.3M | −$210.9K | Added$75.9K |
| West Wealth Group, LLC | 331.8K | $18.9M | −$164.3K | Added$3.13M |
| Cerity Partners LLC | 331.1K | $18.8M | −$150.7K | Added$4.39M |
| RWA WEALTH PARTNERS, LLC | 312.5K | $17.8M | −$187.5K | Cut−$184.7K |
| SEI INVESTMENTS CO | 308.9K | $17.6M | −$184.1K | Cut−$59.6K |
| Affinity Capital Advisors, LLC | 293.2K | $16.7M | −$161.8K | Added$1.18M |
| Orin Green Financial, LLC | 287.2K | $16.3M | −$172.3K | Cut−$1.31M |
| Slow Capital, Inc. | 278.3K | $15.8M | −$167K | Cut−$348.3K |
| Creative Planning | 277.4K | $15.8M | −$131.9K | Added$3.14M |
| MYECFO, LLC | 262.5K | $14.9M | −$157.5K | Added$487.3K |
| Rinkey Investments | 259K | $14.7M | −$116.2K | Added$3.6M |
| RiverFront Investment Group, LLC | 244.6K | $13.9M | −$95.4K | Added$4.77M |
| AMERIPRISE FINANCIAL INC | 243.5K | $13.8M | −$146.1K | Cut−$1.04M |
| Apella Capital, LLC | 212.5K | $12.2M | −$23 | Added$8.61M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 206.1K | $11.7M | −$84.8K | Added$3.6M |
| Navalign, LLC | 200.9K | $11.4M | −$112.2K | Added$671.4K |
| Atlas Legacy Advisors, LLC | 198.3K | $11.3M | −$118.7K | Cut−$968.3K |
| Brio Consultants, LLC | 197.1K | $11.3M | −$67K | Cut−$127.3K |
| Pure Financial Advisors, LLC | 195.6K | $11.1M | −$113.6K | Added$248.4K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 192K | $10.9M | −$99.3K | Added$1.41M |
| JANE STREET GROUP, LLC | 172.6K | $9.81M | −$84.6K | Added$1.71M |
| JONES FINANCIAL COMPANIES LLLP | 162.8K | $9.21M | −$109.7K | Added$2.12M |
| BANK OF MONTREAL /CAN/ | 150.7K | $8.57M | −$90.4K | Cut−$206.7K |
| RAYMOND JAMES FINANCIAL INC | 144.7K | $8.23M | −$86.9K | Cut−$580.1K |
| Wedmont Private Capital | 142K | $8.13M | −$72.4K | Cut−$960.3K |
| Sanctuary Advisors, LLC | 129.4K | $7.36M | −$72.7K | Added$396.2K |
| Farther Finance Advisors, LLC | 128K | $7.28M | −$74.3K | Cut−$279.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 126K | $7.16M | −$74.7K | Added$7.96K |
| OneDigital Investment Advisors LLC | 124.7K | $7.09M | −$73.9K | Added$13.5K |
| Garde Capital, Inc. | 118.1K | $6.72M | — | New |
| HighTower Advisors, LLC | 113.7K | $6.46M | −$39K | Added$2.73M |
| CWM, LLC | 112.9K | $6.42M | $6.42M | Added$6.41M |
| FIRST AMERICAN TRUST, FSB | 110.9K | $6.31M | −$66.6K | Cut−$257.4K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 103.1K | $5.85M | −$51K | Added$260K |
| Stonehage Fleming Financial Services Holdings Ltd | 102.1K | $5.81M | −$37.4K | Added$2.23M |
| Compound Planning, Inc. | 99.9K | $5.68M | −$51.2K | Added$769.2K |
| THRYVE WEALTH MANAGEMENT LLC | 97.9K | $5.57M | −$58.8K | Cut−$261.2K |
| DEUTSCHE BANK AG\ | 96.4K | $5.48M | −$57.8K | Cut−$57.8K |
| Fullerton Advisors, LLC | 95K | $5.4M | −$52.5K | Added$376.3K |
| Client First Capital LLC | 92.6K | $5.26M | −$55.5K | Cut−$55.5K |
| NDWM LLC | 90.6K | $5.15M | −$48.5K | Added$510.2K |
| MML INVESTORS SERVICES, LLC | 90.4K | $5.14M | −$54.2K | Cut−$801.6K |
| Ducere Wealth Management LLC | 90.3K | $5.13M | −$54.2K | Cut−$467.8K |
| Freestone Capital Holdings, LLC | 86.9K | $4.94M | −$46.7K | Added$470.9K |
| Ballast Rock Private Wealth LLC | 84.6K | $4.81M | −$24.1K | Added$2.5M |
| Gerber Kawasaki Wealth & Investment Management | 83.5K | $4.75M | −$24.7K | Added$2.39M |
| Columbia Bank | 81.4K | $4.63M | −$48.5K | Cut−$14.4K |
| Valmark Advisers, Inc. | 80.7K | $4.59M | −$33.8K | Added$1.35M |
| Elmwood Wealth Management, Inc. | 77.9K | $4.43M | −$40.8K | Added$520.7K |
| Prime Capital Investment Advisors, LLC | 75.8K | $4.31M | −$44.3K | Added$62.2K |
| Integrated Advisors Network LLC | 74.5K | $4.23M | — | New |
| CHOREO, LLC | 73.5K | $4.18M | −$41.9K | Cut−$123.9K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 70.8K | $4.03M | −$37.1K | Added$471.5K |
| FIFTH THIRD BANCORP | 70K | $3.98M | — | New |
| Sand Hill Global Advisors, LLC | 70K | $3.98M | −$42K | Cut−$348.6K |
| MISSION WEALTH MANAGEMENT, LP | 69.5K | $3.95M | −$41.7K | Cut−$326.3K |
| Westfuller Advisors, LLC | 69.1K | $3.93M | −$39.3K | Added$167.9K |
| EHRLICH FINANCIAL GROUP | 68.5K | $3.9M | −$41.1K | Cut−$62.4K |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 66.5K | $3.78M | −$39.9K | Cut−$1.53M |
| Summit Trail Advisors, LLC | 65.7K | $3.74M | −$39.4K | Cut−$39.4K |
| One Capital Management, LLC | 62.5K | $3.56M | −$32.5K | Added$446.4K |
| Omega Financial Group, LLC | 62.3K | $3.54M | −$37.4K | Cut−$342.2K |
| STIFEL FINANCIAL CORP | 61.8K | $3.52M | −$30.1K | Added$638.6K |
| Quantinno Capital Management LP | 55K | $3.13M | −$28.6K | Added$386.4K |
| Warren Street Wealth Advisors, LLC | 54.9K | $3.12M | −$32.7K | Cut−$8.32K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 54.5K | $3.1M | −$32.1K | Added$27.4K |
| WHITTIER TRUST CO | 54.4K | $3.1M | −$36.7K | Cut−$6.48K |
| OSAIC HOLDINGS, INC. | 53.9K | $3.06M | −$32.7K | Cut−$5.91M |
| Heritage Wealth Management, Inc. /CA/ | 53.4K | $3.04M | −$29.4K | Added$220.3K |
| MAI Capital Management | 51.9K | $2.95M | −$31.2K | Cut−$242.3K |
| 21 West Wealth Management LLC | 49.9K | $2.84M | −$29.5K | Added$15.8K |
| Traveka Wealth, LLC | 49.7K | $2.83M | −$29.8K | Cut−$825.4K |
| DeDora Capital, Inc. | 49K | $2.79M | −$29.4K | Cut−$36.4K |
| McIlrath & Eck, LLC | 48.6K | $2.76M | −$26.3K | Added$249.2K |
| Ashton Thomas Private Wealth, LLC | 48.3K | $2.74M | −$27.2K | Added$139.8K |
| WealthCollab, LLC | 46.4K | $2.64M | −$26.4K | Added$110.5K |
| Destination Wealth Management | 45.5K | $2.59M | −$26.1K | Added$82.9K |
| SteelPeak Wealth, LLC | 45.1K | $2.57M | −$27.1K | Cut−$56.4K |
| JOURNEY STRATEGIC WEALTH LLC | 44.2K | $2.51M | −$25.1K | Added$110.7K |
| Westside Investment Management, Inc. | 42.9K | $2.44M | −$24.7K | Added$62.2K |
| GOULD ASSET MANAGEMENT LLC /CA/ | 42.8K | $2.43M | −$25.7K | Cut−$171.3K |
| Merit Financial Group, LLC | 41.8K | $2.38M | −$24.4K | Added$34.1K |
| Citadel | 40.8K | $2.32M | −$12.3K | Added$1.14M |
| Integrated Wealth Concepts LLC | 40.8K | $2.32M | −$11K | Added$1.27M |
| BANK OF STOCKTON | 39.5K | $2.25M | −$23.7K | Cut−$473.9K |
| EVOLVE PRIVATE WEALTH, LLC | 39.1K | $2.22M | −$18.6K | Added$439.2K |
| Savvy Advisors, Inc. | 38.9K | $2.21M | −$20.5K | Added$247.8K |
| Empower Advisory Group, LLC | 38.5K | $2.19M | −$22.2K | Added$62.6K |
| Allspring Global Investments Holdings, LLC | 37.2K | $2.12M | −$18.4K | Added$478.7K |
| CONQUIS FINANCIAL LLC | 36.3K | $2.09M | $726 | Cut−$911.6K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 35.2K | $2M | −$21.1K | Cut−$252.9K |
| Vise Technologies, Inc. | 34K | $1.95M | $0 | Held |
| EVERGREEN CAPITAL MANAGEMENT LLC | 33.8K | $1.92M | −$19.1K | Added$94.1K |
| Bell Investment Advisors, Inc | 33.8K | $1.92M | −$17.9K | Added$201.7K |
| IEQ CAPITAL, LLC | 33.5K | $1.91M | −$20.1K | Cut−$17.8K |
| Rockefeller Capital Management L.P. | 33.1K | $1.88M | −$15.7K | Added$378.3K |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 32.9K | $1.87M | −$19.7K | Cut−$37K |
| SimpliFi, Inc. | 32.8K | $1.87M | −$19K | Added$46.3K |
| Perennial Investment Advisors, LLC | 29.3K | $1.66M | −$13.7K | Added$345.5K |
| WESPAC Advisors SoCal, LLC | 29K | $1.65M | −$17.4K | Cut−$185.2K |
| FORONJY FINANCIAL LLC | 28.3K | $1.61M | −$17K | Cut−$91K |
| Clark Asset Management, LLC | 27.6K | $1.57M | −$12.7K | Added$356.1K |
| Corient Private Wealth LLC | 27.6K | $1.57M | −$16.6K | Cut−$279.3K |
| TIAA TRUST, NATIONAL ASSOCIATION | 27.5K | $1.56M | −$16.5K | Cut−$37.6M |
| Curtis Advisory Group, LLC | 27.5K | $1.56M | −$16.3K | Added$1.15K |
| Towerpoint Wealth, LLC | 27K | $1.54M | −$16.2K | Cut−$14.4K |
| Hennion & Walsh Asset Management, Inc. | 26.7K | $1.52M | −$14.4K | Added$140.2K |
| FIDUCIARY FINANCIAL GROUP, LLC | 25.7K | $1.46M | −$15.4K | Cut−$65.7K |
| Parallel Advisors, LLC | 25.7K | $1.46M | −$15.5K | Cut−$28.9K |
| Creative Capital Management Investments LLC | 25.5K | $1.45M | −$14.9K | Added$23.4K |
| Focus Partners Advisor Solutions, LLC | 25.2K | $1.43M | −$3.49K | Added$1.1M |
| Smartleaf Asset Management LLC | 23.5K | $1.33M | −$14.8K | Added$135.8K |
| McNaughton Wealth Management, LLC | 23.3K | $1.33M | −$14K | Cut−$208.4K |
| Wealthspire Advisors, LLC | 23.3K | $1.32M | −$14K | Cut−$13.8K |
| DAVIDSON INVESTMENT ADVISORS | 23.2K | $1.32M | −$13.9K | Cut−$29.4K |
| Keystone Global Partners, LLC | 23.1K | $1.31M | −$7.93K | Added$554.6K |
| WealthPlan Investment Management, LLC | 23K | $1.31M | −$13.8K | Cut−$104K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 23K | $1.3M | −$13.8K | Added$151.2K |
| HCR Wealth Advisors | 22.1K | $1.25M | −$12.8K | Added$27K |
| Allworth Financial LP | 21.7K | $1.23M | −$12.2K | Added$64.3K |
| HSBC HOLDINGS PLC | 21.2K | $1.21M | −$12.7K | Cut−$92.3K |
| APS Management Group, Inc. | 21.2K | $1.21M | −$11K | Added$153.6K |
| Johnson Bixby & Associates, LLC | 20.6K | $1.17M | −$12.3K | Cut−$12.3K |
| Impact Investors, Inc | 20.1K | $1.14M | −$9.7K | Added$211.7K |
| Kestra Advisory Services, LLC | 20K | $1.14M | −$12K | Cut−$199.7K |
| Wealthcare Advisory Partners LLC | 19.4K | $1.1M | −$11.3K | Added$19.2K |
| Tillman Hartley LLC | 19.1K | $1.09M | −$11.5K | Cut−$11.5K |
| Renaissance Technologies | 18.7K | $1.06M | −$11.2K | Cut−$5.41M |
| IFC Advisors LLC | 17.9K | $1.02M | −$10.7K | Cut−$84.4K |
| Roof Eidam Maycock Peralta, LLC | 17.9K | $1.02M | −$10.7K | Cut−$10.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 17.7K | $1.01M | −$11.6K | Cut−$318.6K |
| Spinnaker Investment Group, LLC | 17.2K | $975.3K | −$10.3K | Cut−$289.1K |
| Cresset Asset Management, LLC | 17K | $968.2K | — | New |
| Laird Norton Wetherby Trust Company, LLC | 16.8K | $953.3K | −$10.1K | Cut−$46.8K |
| NWF Advisory Services Inc. | 16K | $907.5K | −$9.13K | Added$34.8K |
| Argyle Capital Partners, LLC | 15.9K | $903.4K | −$9.53K | Cut−$9.53K |
| LifeWealth Investments, LLC | 15.8K | $898.7K | −$9.48K | Cut−$9.48K |
| Greykasell Wealth Strategies, Inc. | 15.2K | $866.1K | −$9.14K | Cut−$9.14K |
| FRANKLIN RESOURCES INC | 15K | $851.8K | — | New |
| Williams & Novak, LLC | 14.8K | $842.7K | −$8.59K | Cut−$167.8K |
| Values Added Financial LLC | 14.8K | $840.8K | −$8.87K | Cut−$1.09M |
| SAGESPRING WEALTH PARTNERS, LLC | 14.7K | $835.8K | −$8.8K | Cut−$8.74K |
| Shira Ridge Wealth Management | 14.4K | $821.5K | −$7.86K | Added$68.6K |
| Two West Capital Advisors LLC | 14.2K | $814.1K | −$2.37K | Added$59.2K |
| Diversified Portfolios, Inc. | 14.1K | $804K | −$6.37K | Added$194.3K |
| Portfolio Design Labs, LLC | 14K | $794.6K | −$8.39K | Cut−$40.7K |
| GOLDMAN SACHS GROUP INC | 13.8K | $783.4K | −$8.27K | Cut−$1.25M |
| ATLAS CAPITAL ADVISORS INC. | 13.7K | $778.3K | — | New |
| INSTRUMENTAL WEALTH, LLC | 13.6K | $774.1K | −$20.5K | Cut−$18.6K |
| Hamilton Wealth, LLC | 13.4K | $764.5K | −$5.2K | Added$266.5K |
| Climber Capital SA | 12.7K | $718.4K | −$6.09K | Cut−$6.09K |
| Boltwood Capital Management | 12.4K | $705.9K | −$7.02K | Added$33.3K |
| Integrity Investment Advisors, LLC | 12.3K | $697.3K | −$7.38K | Cut−$6.98K |
| Lido Advisors, LLC | 12.2K | $695.1K | −$2.19K | Cut−$170K |
| GC Wealth Management RIA, LLC | 12.1K | $686.8K | −$6.59K | Added$56K |
| BROWN ADVISORY INC | 12.1K | $686.7K | −$7.24K | Cut−$6.16K |
| BRASADA CAPITAL MANAGEMENT, LP | 12.1K | $686.1K | −$6.75K | Cut−$90.7K |
| MATTERN CAPITAL MANAGEMENT, LLC | 12.1K | $685.3K | −$7.23K | Cut−$57.3K |
| Modern Wealth Management, LLC | 12K | $680.7K | −$4.75K | Added$209.3K |
| RVW Wealth, LLC | 11.9K | $676.5K | — | New |
| OPPENHEIMER & CO INC | 11.8K | $673.8K | −$3.87K | Added$302.9K |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 11.8K | $671.3K | −$7.08K | Cut−$7.08K |
| True Link Financial Advisors, LLC | 11.6K | $660.1K | −$6.97K | Cut−$18.5K |
| HUB Investment Partners, LLC | 11.5K | $654.7K | — | New |
| Investment Advisory Group, LLC | 11.4K | $648.2K | −$6.84K | Cut−$6.84K |
| INDEPENDENT FINANCIAL GROUP, LLC | 11.3K | $642.3K | −$6.78K | Cut−$363.2K |
| CV Advisors LLC | 11.3K | $640.9K | — | New |
| Dynamic Advisor Solutions LLC | 11.3K | $640K | −$5.8K | Added$85.7K |
| GAMMA Investing LLC | 11.1K | $631.5K | −$3.09K | Added$335.6K |
| SmartHarvest Portfolios, LLC | 10.9K | $618K | −$5.91K | Added$55K |
| Trace Wealth Advisors, LLC | 10.5K | $594.3K | −$6.27K | Cut−$6.27K |
| FLC Capital Advisors | 10.3K | $585.9K | −$2.66K | Added$331.6K |
| Avantax Planning Partners, Inc. | 10.2K | $582.5K | −$6.15K | Cut−$7.47K |
| Crestwood Advisors Group, LLC | 10.1K | $573.3K | −$6.05K | Cut−$23.8K |
| January Capital Advisors LLC | 10K | $571.3K | — | Held |
| My Portfolio Guide, LLC | 9.92K | $563.9K | — | Held |
| Neumann Capital Management, LLC | 9.9K | $562.9K | −$3.6K | Added$218.2K |
| Pacific Capital Wealth Advisors, Inc. | 9.83K | $558.8K | −$5.9K | Cut−$5.9K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 9.66K | $549.6K | −$5.8K | Cut−$5.8K |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 9.26K | $526.5K | −$5.56K | Cut−$5.56K |
| Savant Capital, LLC | 8.93K | $507.8K | −$5.35K | Cut−$5.35K |
| Composition Wealth, LLC | 8.87K | $504.3K | −$5.32K | Cut−$187.7K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 8.38K | $476.5K | −$9.22K | Cut−$43.2K |
| Life Planning Partners, Inc | 8.34K | $474K | −$5K | Cut−$5K |
| TME FINANCIAL, INC. | 8.31K | $472.3K | −$4.96K | Cut−$1.21K |
| Stordahl Capital Management, Inc. | 8.21K | $466.7K | −$4.93K | Cut−$4.92K |
| M. Kulyk & Associates, LLC | 7.92K | $450.6K | — | New |
| Invera Wealth Advisors, LLC | 7.9K | $449.4K | −$4.67K | Added$2.27K |
| Nautilus Advisors LLC | 7.85K | $446.4K | −$4.71K | Cut−$4.71K |
| Meridian Wealth Management, LLC | 7.82K | $444.6K | −$4.69K | Cut−$4.69K |
| Baird Financial Group, Inc. | 7.79K | $443.1K | −$4.67K | Cut−$4.67K |
| ECLECTIC ASSOCIATES INC /ADV | 7.76K | $441.1K | −$4.56K | Added$4.54K |
| Arax Advisory Partners | 7.76K | $441.1K | — | New |
| Sowell Financial Services LLC | 7.59K | $431.4K | −$4.27K | Added$22.7K |
| GoalFusion Wealth Management, LLC | 7.5K | $426.4K | — | New |
| ASL Financial, LLC | 7.4K | $420.8K | −$4.18K | Added$20.3K |
| Chesley Taft & Associates LLC | 7.38K | $419.3K | −$4.43K | Cut−$4.42K |
| ALTFEST L J & CO INC | 7.38K | $419.3K | −$4.29K | Added$8.79K |
| Stratos Investment Management, LLC | 7.34K | $417.6K | −$4.21K | Added$14.6K |
| Carnegie Investment Counsel | 7.11K | $404.3K | −$3.61K | Added$58.7K |
| Golden State Equity Partners | 7.1K | $403.7K | −$2.13K | Added$199.7K |
| Quadrant Private Wealth Management, LLC | 7.03K | $399.5K | −$3.61K | Added$53.2K |
| North Berkeley Wealth Management, LLC | 6.97K | $396.3K | −$4.18K | Cut−$4.18K |
| RHS Financial, LLC | 6.88K | $391.4K | −$4.07K | Added$1.9K |
| Summit Wealth Group, LLC | 6.85K | $389.4K | −$4.11K | Cut−$4.11K |
| HILL ISLAND FINANCIAL LLC | 6.76K | $384.4K | −$4.06K | Cut−$4.06K |
| Zhang Financial LLC | 6.58K | $374.1K | — | New |
| VERUS WEALTH MANAGEMENT, LLC | 6.55K | $372.4K | −$3.93K | Cut−$12.5K |
| Itau Unibanco Holding S.A. | 6.51K | $370.2K | −$3.91K | Cut−$481.2K |
| Emergent Wealth Advisors, LLC | 6.5K | $369.5K | −$2.84K | Added$97.5K |
| DeLarme Wealth Management, Inc. | 6.47K | $368.2K | −$3.64K | Added$19.4K |
| PRIVATE TRUST CO NA | 6.45K | $366.8K | −$3.87K | Cut−$12.2K |
| Montecito Bank & Trust | 6.45K | $366.7K | — | New |
| SONATA CAPITAL GROUP INC | 6.43K | $365.9K | −$2.51K | Added$125.4K |
| Equitable Holdings, Inc. | 6.29K | $361.7K | −$0 | Added$46.5K |
| Whitegate Investment Counselors, Inc. | 6.35K | $361.1K | −$3.81K | Cut−$3.81K |
| Peak Retirement Planning, Inc. | 6.34K | $360.6K | — | New |
| HIGHLINE WEALTH PARTNERS LLC | 6.34K | $360.3K | −$3.75K | Cut−$2.04K |
| Trilogy Capital Inc. | 6.32K | $359.1K | −$3.79K | Cut−$3.79K |
| Kera Capital Partners, Inc. | 6.2K | $352.7K | — | New |
| Robertson Stephens Wealth Management, LLC | 6.15K | $349.9K | — | New |
Who left
- Envestnet Portfolio Solutions, Inc.$20.7M
- AXXCESS WEALTH MANAGEMENT, LLC$11.3M
- FF Advisors,LLC$2.31M
- Leisure Capital Management$1.88M
- Strategic Financial Services, Inc.$1.04M
- CLUNE & ASSOCIATES, LTD.$690.3K
- Engineers Gate Manager LP$678.9K
- CAPITAL INSIGHT PARTNERS, LLC$665.7K
- VERITY Wealth Advisors$627.2K
- Northeast Financial Group, Inc.$506.1K
- Caliber Wealth Management, LLC / KS$469.1K
- MILLENNIUM MANAGEMENT LLC$416.1K
- GTS SECURITIES LLC$285.5K
- Sharper & Granite LLC$231K
- SFE Investment Counsel$229.7K
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.