Stock
Reported value
$7.49B
Holders
404
+63 new · −38 exited
Holders’ est. mark
$574.6M
Price effect on 222 books still in the name
Largest holder
$2.35B
NORTHERN TRUST CORP
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $29.3M
- Icahn Capital0.0% · $522.9K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| NORTHERN TRUST CORP | 35M | $2.35B | $195.8M | Added$216.6M |
| BlackRock, Inc. | 17.4M | $1.17B | $98.3M | Added$46.6M |
| LPL Financial LLC | 10.8M | $725.1M | $55.2M | Added$124.5M |
| Pathstone Holdings, LLC | 3.72M | $249.4M | $20.7M | Added$23.7M |
| US BANCORP \DE\ | 3.02M | $202.3M | $13.7M | Added$53.5M |
| NorthRock Partners, LLC | 2.67M | $178.8M | $8.15M | Added$90.2M |
| Ballentine Partners, LLC | 2.42M | $162.1M | $13.4M | Added$16.4M |
| Pictet Asset Management Holding SA | 2.14M | $142.3M | $8.74M | Added$30.4M |
| 1832 Asset Management L.P. | 1.93M | $129.5M | $10.9M | Added$124.7K |
| Mariner, LLC | 1.86M | $124.6M | $9.77M | Added$17.7M |
| TD Waterhouse Canada Inc. | 1.52M | $102M | $3.63M | Added$63M |
| FIFTH THIRD BANCORP | 1.44M | $96.1M | $7.7M | Added$12.4M |
| American Family Investments, Inc. | 1.37M | $91.8M | — | New |
| MORGAN STANLEY | 1.36M | $91.2M | $5.75M | Added$28.6M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.1M | $74M | $6.23M | Cut−$6.91M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1.03M | $69.1M | $5.63M | Added$7.83M |
| PNC Financial Services Group, Inc. | 810.7K | $54.3M | $4.57M | Cut−$912K |
| ENVESTNET ASSET MANAGEMENT INC | 786.4K | $52.7M | $4.44M | Cut−$1.02M |
| NEPC LLC | 781.7K | $52.4M | $4.41M | Added$1.19M |
| BANK OF AMERICA CORP /DE/ | 716.1K | $48M | $3.81M | Added$6.51M |
| Waldron Private Wealth LLC | 709.9K | $47.6M | $3.82M | Added$6.01M |
| PRINCIPAL FINANCIAL GROUP INC | 688.5K | $46.1M | $2.38M | Added$20.2M |
| Bank of New York Mellon Corp | 683.2K | $45.8M | $1.66M | Added$27.7M |
| MAI Capital Management | 669.9K | $44.9M | $3.54M | Added$6.35M |
| WELLS FARGO & COMPANY/MN | 638.5K | $42.8M | $3.59M | Added$3.69M |
| CAPTRUST FINANCIAL ADVISORS | 628.2K | $42.1M | $3.54M | Cut−$2.84M |
| Laird Norton Wetherby Trust Company, LLC | 577.7K | $38.7M | $1.9M | Added$18.1M |
| JPMORGAN CHASE & CO | 547K | $36.4M | $2.23M | Added$9.53M |
| CI INVESTMENTS INC. | 526.1K | $35.2M | $2.8M | Added$4.8M |
| UBS Group AG | 524.1K | $35.1M | $2.9M | Added$3.56M |
| CIBC Bancorp USA Inc. | 510K | $34.2M | — | Held |
| GOLDMAN SACHS GROUP INC | 483.8K | $32.4M | $2.73M | Cut−$13.3M |
| Wealthspire Advisors, LLC | 452.1K | $30.3M | $2.55M | Added$2.48M |
| RAYMOND JAMES FINANCIAL INC | 443.7K | $29.7M | $2.33M | Added$4.4M |
| Fidelity | 437.5K | $29.3M | $2.47M | Added$2.05M |
| ROYAL BANK OF CANADA | 363.7K | $24.4M | $936.6K | Added$14.2M |
| COUNTRY TRUST BANK | 356.9K | $23.9M | $1.99M | Added$2.31M |
| Heartland Bank & Trust Co | 349K | $23.4M | $1.87M | Added$3.03M |
| EVERGREEN CAPITAL MANAGEMENT LLC | 331.5K | $22.2M | $1.17M | Added$9.5M |
| AMERIPRISE FINANCIAL INC | 321.5K | $21.5M | $1.37M | Added$6.79M |
| Cerity Partners LLC | 320.8K | $21.5M | $1.54M | Added$4.71M |
| Employees' Retirement Fund of the City of Fort Worth | 296.2K | $19.8M | $1.67M | Added$1.67M |
| FSM Wealth Advisors, LLC | 284.3K | $19M | $1.34M | Added$4.47M |
| FIRST AMERICAN TRUST, FSB | 252.8K | $16.9M | $1.41M | Added$1.58M |
| GREAT LAKES ADVISORS, LLC | 229.8K | $15.4M | $1.1M | Added$3.44M |
| BNP PARIBAS FINANCIAL MARKETS | 225.4K | $15.1M | $1.27M | Added$1.19M |
| B & T Capital Management DBA Alpha Capital Management | 212.1K | $14.2M | $1.19M | Added$1.32M |
| Chicago Wealth Management, Inc. | 209.2K | $14M | $1.05M | Added$2.57M |
| Focus Partners Wealth | 209.2K | $14M | $1.18M | Added$559.7K |
| NAPLES GLOBAL ADVISORS, LLC | 188.3K | $12.6M | $987.5K | Added$1.87M |
| HANCOCK WHITNEY CORP | 182.1K | $12.5M | $1.2M | Added$2.17M |
| Cetera Investment Advisers | 183.1K | $12.3M | $771.1K | Added$3.88M |
| HighTower Advisors, LLC | 174.5K | $11.7M | $922.8K | Added$1.65M |
| BANK OF MONTREAL /CAN/ | 152.9K | $10.2M | $366.8K | Added$6.26M |
| PRINCIPAL SECURITIES, INC. | 151.9K | $10.2M | $856.6K | Added$714.5K |
| Symphony Financial, Ltd. Co. | 145.8K | $9.69M | $670.4K | Added$1.13M |
| Sanctuary Advisors, LLC | 143.3K | $9.6M | $800.2K | Added$895.8K |
| Aprio Wealth Management, LLC | 140K | $9.38M | $626.2K | Added$2.57M |
| KEYBANK NATIONAL ASSOCIATION/OH | 137.1K | $9.18M | $743.4K | Added$1.1M |
| Kovitz Investment Group Partners, LLC | 125.6K | $8.41M | — | New |
| SAGE FINANCIAL GROUP INC | 119.1K | $7.98M | $659.8K | Added$803.5K |
| ALLIANCEBERNSTEIN L.P. | 125.7K | $7.71M | — | New |
| Capstone Financial Advisors, Inc. | 111.5K | $7.47M | $629.1K | Added$601K |
| 1 NORTH WEALTH SERVICES LLC | 108.2K | $7.25M | $601.2K | Added$707.3K |
| OLD MISSION CAPITAL LLC | 105.4K | $7.06M | $594.4K | Cut−$10.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 105.4K | $7.06M | $439.3K | Added$2.28M |
| Equitable Holdings, Inc. | 105.8K | $6.5M | $9.56K | Added$83.2K |
| ARRIEN INVESTMENTS, INC. | 95.7K | $6.41M | $514.6K | Added$810.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 94.6K | $6.34M | $503.5K | Added$857.4K |
| Johnson Financial Group, Inc. | 92.2K | $6.17M | $519.8K | Added$366.8K |
| Tepp RIA, LLC | 90.7K | $6.08M | $511.7K | Added$62.4K |
| Vestmark Advisory Solutions, Inc. | 84.1K | $5.63M | $474.3K | Added$427.7K |
| EFG International AG | 81.8K | $5.49M | $469.8K | Added$450.9K |
| BANQUE PICTET & CIE SA | 81.5K | $5.46M | $244K | Added$2.8M |
| CWM, LLC | 79.8K | $5.35M | $4.8M | Added$5.34M |
| Visionary Wealth Advisors | 79.6K | $5.33M | $436.4K | Added$584.7K |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 77.8K | $5.19M | — | New |
| Beta Wealth Group, Inc. | 77.2K | $5.17M | $425.7K | Added$542.4K |
| ARBOR TRUST WEALTH ADVISORS, LLC | 76.9K | $5.15M | — | New |
| BARINGS LLC | 75.8K | $5.08M | $309.1K | Added$1.72M |
| Haven Private, LLC | 74.7K | $5M | $417.2K | Added$466.3K |
| Fifth Third Wealth Advisors LLC | 74.5K | $4.99M | $42.2K | Added$4.53M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 73.3K | $4.87M | $348.3K | Cut−$2.66M |
| MACKENZIE FINANCIAL CORP | 72.6K | $4.86M | $365.1K | Added$700.1K |
| Integrated Wealth Concepts LLC | 71.6K | $4.8M | $327.6K | Added$1.23M |
| Callan Family Office, LLC | 69.5K | $4.66M | $386.2K | Added$458.1K |
| Banco Santander, S.A. | 65K | $4.35M | $366.5K | Cut−$3.23M |
| Kestra Advisory Services, LLC | 64.3K | $4.31M | $362.8K | Added$32.5K |
| Maryland State Retirement & Pension System | 63.3K | $4.24M | $182.4K | Added$2.26M |
| EP Wealth Advisors, LLC | 62.2K | $4.17M | — | New |
| Apella Capital, LLC | 61.2K | $4.13M | $379.3K | Added$301.9K |
| Clearstead Advisors, LLC | 60.6K | $4.06M | $341.6K | Cut−$45.4K |
| Stelac Advisory Services LLC | 60K | $4.02M | $323K | Added$503.6K |
| Sageworth Trust Co | 59K | $3.96M | $333K | Added$333K |
| Atria Investments, Inc | 55.7K | $3.73M | $314K | Cut−$191.8K |
| Hyposwiss Advisors SA | 55.6K | $3.72M | $299.9K | Added$447.5K |
| Private Advisor Group, LLC | 53.6K | $3.59M | $87.8K | Added$2.64M |
| Proficio Capital Partners LLC | 49.1K | $3.29M | $135.4K | Added$1.81M |
| MERCER GLOBAL ADVISORS INC /ADV | 47.8K | $3.2M | $275.2K | Added$123.4K |
| SIMON QUICK ADVISORS, LLC | 46.6K | $3.12M | $262.6K | Added$256.5K |
| IMA Advisory Services, Inc. | 46.3K | $3.1M | $261.3K | Added$261.3K |
| &PARTNERS | 46.3K | $3.1M | −$24.3K | Added$768.7K |
| BAILARD, INC. | 46K | $3.08M | $259.2K | Added$259.2K |
| VestGen Advisors, LLC | 45.5K | $3.07M | — | New |
| ASSETMARK, INC | 45.8K | $3.07M | $258.1K | Cut−$207.1K |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 44.5K | $2.98M | $251K | Added$225.3K |
| Creative Planning | 43.6K | $2.92M | $245.8K | Added$99.1K |
| Perigon Wealth Management, LLC | 42.3K | $2.83M | $238.4K | Added$71.2K |
| PENOBSCOT WEALTH MANAGEMENT | 42.3K | $2.83M | $134.2K | Added$1.37M |
| UMB Bank, n.a. | 41.8K | $2.8M | $235.8K | Cut−$3.17M |
| Gotham Asset Management, LLC | 41.5K | $2.78M | $234K | Added$234K |
| Summit Financial, LLC | 40K | $2.68M | $207.5K | Added$421.2K |
| Farther Finance Advisors, LLC | 38.8K | $2.61M | $215.6K | Added$352.6K |
| STIFEL FINANCIAL CORP | 38.4K | $2.58M | $216.2K | Added$223.3K |
| Wealth Architects, LLC | 38.3K | $2.56M | $215.7K | Added$194.1K |
| Wilmington Savings Fund Society, FSB | 37.8K | $2.53M | $213K | Added$213K |
| Corient Private Wealth LLC | 38K | $2.52M | $152.8K | Added$609.3K |
| Western Wealth Management, LLC | 37.2K | $2.49M | $51.2K | Added$1.93M |
| MGO ONE SEVEN LLC | 37.1K | $2.49M | $115.9K | Added$1.23M |
| Pictet North America Advisors SA | 35.5K | $2.38M | $199.9K | Added$199.9K |
| Mirae Asset Global Investments Co., Ltd. | 33.9K | $2.27M | $183.4K | Added$277.2K |
| CORRADO ADVISORS, LLC | 32.2K | $2.16M | $181.7K | Cut−$442.3K |
| OSAIC HOLDINGS, INC. | 31.9K | $2.14M | $154.6K | Added$455.3K |
| JONES FINANCIAL COMPANIES LLLP | 31.9K | $2.12M | $145K | Added$346K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 28.1K | $1.9M | $168.2K | Added$106.2K |
| Washington Trust Bank | 28.4K | $1.9M | $160.2K | Added$151.6K |
| Qube Research & Technologies Ltd | 27.7K | $1.85M | $156K | Cut−$2.28M |
| FINANCIAL MANAGEMENT NETWORK INC | 24.8K | $1.71M | $125.8K | Added$614.5K |
| Richard W. Paul & Associates, LLC | 25.4K | $1.7M | — | New |
| Sincerus Advisory, LLC | 25.1K | $1.68M | $127.9K | Added$291.2K |
| Brio Consultants, LLC | 24.7K | $1.68M | $164K | Added$145.4K |
| OneAscent Financial Services LLC | 24.8K | $1.66M | — | New |
| Mesirow Financial Investment Management, Inc. | 24.6K | $1.65M | $138.9K | Added$85.5K |
| Envestnet Portfolio Solutions, Inc. | 24.5K | $1.64M | $138K | Added$65.2K |
| IFP Advisors, Inc | 22.9K | $1.53M | $120.7K | Added$220.1K |
| Stonebridge Financial Planning Group, LLC | 22.4K | $1.5M | $87.9K | Added$543.2K |
| Lido Advisors, LLC | 22.1K | $1.48M | $128.9K | Added$92.2K |
| MML INVESTORS SERVICES, LLC | 21.2K | $1.42M | $119.5K | Added$28.9K |
| GLENMEDE TRUST CO NA | 19.9K | $1.33M | $73.4K | Added$535.7K |
| Cavalier Investments, LLC | 19.8K | $1.33M | — | New |
| Lee Financial Co | 19.8K | $1.32M | $82.3K | Added$427.7K |
| LOUISBOURG INVESTMENTS INC. | 19K | $1.27M | $102.7K | Added$155.7K |
| American Institute for Advanced Investment Management, LLP | 19K | $1.27M | $105.8K | Added$107.5K |
| NICOLET BANKSHARES INC | 18.7K | $1.25M | $60.5K | Added$604.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 18K | $1.21M | — | New |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 18K | $1.2M | — | New |
| HOGE FINANCIAL SERVICES, LLC | 17.9K | $1.2M | $100.9K | Cut−$772.8K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 17.9K | $1.19M | $50.4K | Added$576.1K |
| BigSur Wealth Management LLC | 17.8K | $1.19M | $100.1K | Added$100.1K |
| Rock Creek Group, LP | 17.7K | $1.19M | $99.8K | Added$99.8K |
| AWM CAPITAL, LLC | 17.5K | $1.17M | — | New |
| Quadrature Capital Ltd | 17.5K | $1.17M | — | New |
| Evergreen Wealth Partners LLC | 16.8K | $1.12M | $21.3K | Added$893.5K |
| FIRST FINANCIAL CORP /IN/ | 16.6K | $1.11M | $93.4K | Added$93.4K |
| Simplicity Wealth,LLC | 15.9K | $1.06M | $79.6K | Added$197.6K |
| Boltwood Capital Management | 15.1K | $1.01M | $75.2K | Added$195.8K |
| Arax Advisory Partners | 14.9K | $997.2K | $21.8K | Added$760.5K |
| Independent Advisor Alliance | 14.9K | $995.5K | — | New |
| Fox Hill Wealth Management | 14.8K | $990.5K | $83.3K | Added$84.2K |
| Y-Intercept (Hong Kong) Ltd | 14.8K | $988.9K | $83.2K | Cut−$785.5K |
| ANCHOR CAPITAL ADVISORS LLC | 14.3K | $961.2K | $80.9K | Cut−$22.1K |
| JOHNSON INVESTMENT COUNSEL INC | 14.3K | $957.1K | — | New |
| HUNTINGTON NATIONAL BANK | 14.1K | $947K | $64.3K | Added$246.9K |
| SCS Capital Management LLC | 13.9K | $929.1K | $78.2K | Cut−$1.18M |
| TRED AVON FAMILY WEALTH, LLC | 13.8K | $924.2K | $77.8K | Added$54.7K |
| Pitcairn Wealth Advisors LLC | 15K | $922K | $0 | Held |
| Cornerstone National Bank & Trust Co | 13.4K | $897.5K | — | New |
| Rockefeller Capital Management L.P. | 13.2K | $884.7K | $74.5K | Cut−$1.02M |
| Sowell Financial Services LLC | 12.5K | $837.4K | $70.5K | Added$63.3K |
| Waverly Advisors, LLC | 12.5K | $836.1K | $69.4K | Added$80.8K |
| SVB WEALTH LLC | 12.1K | $809K | $68.1K | Cut−$18.4K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 11.9K | $794.6K | $66.9K | Added$54.7K |
| OARSMAN CAPITAL, INC. | 11.7K | $781.2K | $65.8K | Added$40.2K |
| Operose Advisors LLC | 11.3K | $758.4K | $63.8K | Added$63.8K |
| M&T Bank Corp | 11.3K | $754.3K | $63.3K | Added$13.7K |
| PRIVATE TRUST CO NA | 11.3K | $754K | $60.8K | Added$92.4K |
| QUADRANT CAPITAL GROUP LLC | 10.8K | $722.3K | $60.8K | Added$60.8K |
| Merit Financial Group, LLC | 10.6K | $709.5K | $59.7K | Added$51.6K |
| Rothschild Wealth LLC | 10.4K | $697.1K | — | New |
| FIDUCIENT ADVISORS LLC | 10.4K | $696.5K | $58.6K | Added$58.6K |
| Wealthcare Advisory Partners LLC | 10.4K | $695.7K | $58.6K | Added$49.2K |
| Comprehensive Money Management Services LLC | 10.3K | $692K | $58.2K | Added$58.3K |
| Federation des caisses Desjardins du Quebec | 10.1K | $674K | $56.7K | Added$56.7K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 10K | $671.4K | $56.5K | Added$56.5K |
| JB Capital LLC | 10K | $670.7K | $49K | Added$137.7K |
| IFS Group,LLC | 9.88K | $662.3K | — | Held |
| BEACON FINANCIAL GROUP | 9.71K | $650.4K | $54.7K | Added$46K |
| MOTCO | 9.52K | $637.8K | $52.5K | Added$66.8K |
| Lakeshore Capital Group, Inc. | 9.49K | $636.2K | $53.6K | Added$46.4K |
| Sunbeam Capital Management, LLC | 9.37K | $627.7K | $52.8K | Added$52.8K |
| Steward Partners Investment Advisory, LLC | 9.33K | $625.1K | $40K | Added$190.4K |
| Montecito Bank & Trust | 9.27K | $620.8K | $52.3K | Added$43.6K |
| Concurrent Investment Advisors, LLC | 9.16K | $613.4K | $51.6K | Added$32.4K |
| Financial & Tax Architects, LLC | 9.05K | $606.4K | $36.1K | Added$214.2K |
| CIBC WORLD MARKET INC. | 8.89K | $595.6K | $49K | Added$62.3K |
| Firestone Capital Management | 8.7K | $583.1K | $49.1K | Added$49.1K |
| Advisory Services Network, LLC | 8.55K | $573.1K | $48.2K | Added$4.62K |
| Moors & Cabot, Inc. | 8.55K | $572.6K | $45.2K | Added$81.1K |
| Hoxton Planning & Management, LLC | 8.35K | $559.7K | $47.1K | Added$32.4K |
| HB Wealth Management, LLC | 8.3K | $556K | $46.8K | Cut−$91.1K |
| HARBOR INVESTMENT ADVISORY, LLC | 8.23K | $551.4K | $46.4K | Added$46.4K |
| OneDigital Investment Advisors LLC | 8.14K | $545.3K | $45.9K | Added$28K |
| Compagnie Lombard Odier SCmA | 8.13K | $544.6K | $37.5K | Added$136.3K |
| Newport Capital Group, LLC | 8.06K | $540K | $45.4K | Cut−$10.7K |
| CreativeOne Wealth, LLC | 7.99K | $535.1K | $37K | Added$132.4K |
| Icahn Capital | 7.8K | $522.9K | — | New |
| Richmond Investment Services, LLC | 7.45K | $499.4K | $36.4K | Added$103.6K |
| HighPoint Advisor Group LLC | 7.39K | $495.2K | $38.1K | Added$80.5K |
| Baron Wealth Management LLC | 7.31K | $489.9K | $41.2K | Added$41.2K |
| HTG Investment Advisors, Inc. | 7.15K | $478.8K | — | New |
| Bell Bank | 7K | $469K | $39.5K | Added$39.5K |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 6.95K | $465.4K | $39.2K | Added$39.2K |
| Compound Planning, Inc. | 6.74K | $451.7K | $38K | Added$38K |
| Stratos Wealth Partners, LTD. | 6.7K | $449.1K | $25.8K | Added$168.2K |
| Auour Investments LLC | 6.57K | $440K | $37K | Added$33.9K |
| SteelPeak Wealth, LLC | 6.39K | $428.1K | $36K | Added$36K |
| Emerald Investment Advisers, LLC | 6.07K | $406.4K | — | Held |
| CHOREO, LLC | 6.05K | $405.1K | $19.6K | Added$175.7K |
| RFG Advisory, LLC | 5.95K | $398.6K | — | New |
| NEUBERGER BERMAN GROUP LLC | 5.85K | $391.8K | $33K | Added$23.1K |
| Second Half Financial Partners, LLC | 5.81K | $389.3K | $32.8K | Added$32.5K |
| Triad Wealth Partners, LLC | 5.79K | $387.8K | $25.4K | Added$111.4K |
| Coordinated Financial Services, Inc. | 5.75K | $384.9K | $29.1K | Added$68.4K |
| ANGELES WEALTH MANAGEMENT, LLC | 5.7K | $381.9K | $32.1K | Added$32.1K |
| COMMERCE BANK | 5.68K | $380.4K | $18.5K | Added$178.7K |
| MONECO ADVISORS, LLC | 5.61K | $375.9K | $31.6K | Added$24.2K |
| Quadrant Private Wealth Management, LLC | 5.6K | $375.4K | $30.5K | Added$43.3K |
| KWMG, LLC | 5.52K | $369.7K | $31.1K | Added$6.92K |
| Gateway Wealth Partners, LLC | 5.4K | $361.8K | — | New |
| ARWA LLC | 5.2K | $358.7K | $33.9K | Added$87.4K |
| Squarepoint Ops LLC | 5.34K | $357.6K | $18.9K | Added$152K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5.25K | $351.8K | $26.8K | Added$60.2K |
| Verdence Capital Advisors LLC | 5.22K | $349.9K | $29K | Added$33.9K |
| Argent Advisors, Inc. | 5.15K | $345.1K | $29K | Added$29K |
| Sequoia Financial Advisors, LLC | 4.99K | $334.4K | $28.2K | Added$13K |
| Cresset Asset Management, LLC | 4.98K | $333.7K | $27.6K | Added$33.2K |
| GEN Financial Management, INC. | 4.93K | $330.1K | $27.7K | Added$29K |
| HARBOUR INVESTMENTS, INC. | 4.91K | $328.9K | $12.6K | Added$192.2K |
| NewEdge Wealth, LLC | 4.88K | $326.8K | $27.1K | Added$32.4K |
| CLUNE & ASSOCIATES, LTD. | 4.68K | $313.3K | $26.3K | Added$7.8K |
| Inspire Advisors, LLC | 4.63K | $310.2K | — | New |
| Hennion & Walsh Asset Management, Inc. | 4.53K | $303.5K | $25.5K | Added$25.5K |
| Pinnacle Financial Partners, Inc. | 4.45K | $298K | $25.1K | Cut−$37.9K |
| Mittelman Wealth Management | 4.35K | $291.7K | — | New |
| Fortitude Advisory Group L.L.C. | 4.35K | $291.3K | — | New |
| VERUS CAPITAL PARTNERS, LLC | 4.33K | $290.2K | $24.3K | Added$25.5K |
| FFT WEALTH MANAGEMENT LLC | 4.31K | $289K | $24.3K | Added$24.3K |
| IEQ CAPITAL, LLC | 4.31K | $288.7K | $24.3K | Added$24.3K |
| MATRIX PRIVATE CAPITAL GROUP LLC | 4.27K | $285.9K | $24.1K | Added$5.04K |
| Institute for Wealth Management, LLC. | 4.26K | $285.6K | $24K | Added$23.9K |
Who left
- JANE STREET GROUP, LLC$71.8M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$20.9M
- Citadel$12.5M
- Cambria Investment Management, L.P.$9.08M
- IFG Advisory, LLC$3.97M
- CAPITAL INSIGHT PARTNERS, LLC$3.94M
- COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.76M
- Crescent Grove Advisors, LLC$748.6K
- NewEdge Advisors, LLC$702.6K
- Diversify Advisory Services, LLC$694.6K
- VestGen Investment Management$660.8K
- AXXCESS WEALTH MANAGEMENT, LLC$569K
- Worth Financial Advisory Group, LLC$520.5K
- MILLER HOWARD INVESTMENTS INC /NY$497K
- Belpointe Asset Management LLC$450.2K
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.