Stock
Reported value
$35.2B
Holders
1,616
+98 new · −90 exited
Holders’ est. mark
−$190.8M
Price effect on 245 books still in the name
Largest holder
$4.47B
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Soros Fund Management0.3% · $25.6M
- Fidelity0.1% · $2.33B
- Renaissance Technologies0.0% · $10.1M
- Citadel0.0% · $33.7M
- Icahn Capital0.0% · $404.9K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 42.1M | $4.47B | −$35.9M | Added$469.8M |
| Fidelity | 21.9M | $2.33B | −$21.1M | Cut−$59M |
| ENVESTNET ASSET MANAGEMENT INC | 16.7M | $1.77B | −$13.8M | Added$253.9M |
| Creative Planning | 14.4M | $1.53B | −$13M | Added$73.2M |
| LPL Financial LLC | 11.8M | $1.25B | −$10.7M | Added$59.7M |
| Fisher Asset Management, LLC | 11.6M | $1.23B | −$10.3M | Added$83.4M |
| WELLS FARGO & COMPANY/MN | 10M | $1.06B | −$9.54M | Cut−$1.89M |
| MERCER GLOBAL ADVISORS INC /ADV | 9.36M | $993.3M | −$8.21M | Added$77.6M |
| MORGAN STANLEY | 9.21M | $978.1M | −$8.23M | Added$59.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8.9M | $945.1M | −$8.09M | Added$42M |
| UBS Group AG | 7.62M | $809.2M | −$2.35M | Added$547.2M |
| Bank of New York Mellon Corp | 7.3M | $775.3M | −$6.81M | Added$15.9M |
| PNC Financial Services Group, Inc. | 7.19M | $762.7M | −$6.9M | Cut−$23.1M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 5.69M | $603.7M | — | Held |
| SEI INVESTMENTS CO | 5.27M | $559.9M | −$5.06M | Cut−$4.38M |
| US BANCORP \DE\ | 5.23M | $555.4M | −$5.02M | Cut−$4.7M |
| JPMORGAN CHASE & CO | 4.71M | $499M | −$5.44M | Cut−$3.57M |
| Wealthfront Advisers LLC | 4.44M | $471.6M | −$4.27M | Cut−$53.3M |
| Cetera Investment Advisers | 3.21M | $340.8M | −$2.68M | Added$41.5M |
| ASSETMARK, INC | 3.2M | $339.3M | −$2.94M | Added$10.8M |
| JONES FINANCIAL COMPANIES LLLP | 2.95M | $312.3M | −$3.17M | Added$68.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.82M | $299.7M | −$2.71M | Cut−$6.8M |
| Orgel Wealth Management, LLC | 2.68M | $284.2M | −$2.51M | Added$3.98M |
| RWA WEALTH PARTNERS, LLC | 2.33M | $247.5M | −$2.24M | Cut−$6.03M |
| RAYMOND JAMES FINANCIAL INC | 2.28M | $242.2M | −$1.72M | Added$50.6M |
| GOLDMAN SACHS GROUP INC | 2.11M | $224.4M | −$1.27M | Added$82.6M |
| Mariner, LLC | 2.11M | $223.8M | −$1.98M | Added$4.31M |
| Sequoia Financial Advisors, LLC | 1.98M | $209.9M | −$1.7M | Added$20.7M |
| MML INVESTORS SERVICES, LLC | 1.95M | $206.7M | −$1.87M | Cut−$10.5M |
| HighTower Advisors, LLC | 1.74M | $184.4M | −$1.67M | Cut−$3.3M |
| ALLSTATE CORP | 1.73M | $184M | −$1.66M | Cut−$139.1M |
| AMERIPRISE FINANCIAL INC | 1.68M | $177.9M | −$1.55M | Cut−$60.1M |
| One Capital Management, LLC | 1.61M | $170.5M | −$1.44M | Added$9.87M |
| Facet Wealth, Inc. | 1.4M | $148.4M | −$2.32M | Cut−$21M |
| CITIGROUP INC | 1.3M | $137.9M | −$1.13M | Added$12.1M |
| CAPTRUST FINANCIAL ADVISORS | 1.27M | $135M | −$1.17M | Added$4.57M |
| ROYAL BANK OF CANADA | 1.26M | $133.6M | −$1.21M | Cut−$4.38M |
| Envestnet Portfolio Solutions, Inc. | 1.18M | $124.8M | −$1.13M | Cut−$63M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.17M | $124.1M | −$421K | Added$77.1M |
| SIGNATUREFD, LLC | 1.13M | $119.6M | −$1.08M | Cut−$5.02M |
| Cerity Partners LLC | 1.07M | $113.6M | −$980.1K | Added$6.56M |
| Focus Partners Wealth | 1.05M | $111.9M | −$754.3K | Cut−$16.3M |
| TRUIST FINANCIAL CORP | 980.1K | $104M | −$916.4K | Added$1.79M |
| OSAIC HOLDINGS, INC. | 927.2K | $98.4M | −$812.3K | Added$7.83M |
| Kestra Investment Management, LLC | 916.6K | $97.3M | −$454.5K | Added$46.6M |
| JANE STREET GROUP, LLC | 912.2K | $96.8M | −$529.7K | Added$37.7M |
| Corient Private Wealth LLC | 864.6K | $91.8M | −$822.3K | Added$934.7K |
| EP Wealth Advisors, LLC | 847.6K | $90M | −$753.5K | Added$5.9M |
| OneDigital Investment Advisors LLC | 842.7K | $89.5M | −$742.5K | Added$6.61M |
| OXFORD FINANCIAL GROUP, LTD. LLC | 830.1K | $88.1M | −$796.9K | Cut−$1.44M |
| Orion Porfolio Solutions, LLC | 781.1K | $82.9M | −$747K | Cut−$441K |
| ANGELES WEALTH MANAGEMENT, LLC | 767.5K | $81.5M | −$674.9K | Added$6.18M |
| Beacon Pointe Advisors, LLC | 756.1K | $80.3M | −$608.4K | Added$12.4M |
| CWM, LLC | 751.6K | $79.8M | $72.9M | Added$79.7M |
| Choate Investment Advisors | 717.8K | $76.2M | −$689K | Cut−$48.6M |
| Rockefeller Capital Management L.P. | 706.5K | $75M | −$623.4K | Added$5.46M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 652.3K | $69.2M | −$483K | Added$15.4M |
| BlackRock, Inc. | 650.6K | $69.1M | −$209.6K | Added$45.7M |
| Prime Capital Investment Advisors, LLC | 645.8K | $68.6M | −$618.7K | Cut−$475.6K |
| STIFEL FINANCIAL CORP | 635.7K | $67.5M | −$594.4K | Added$1.18M |
| Forvis Mazars Wealth Advisors, LLC | 633.6K | $67.3M | −$605.6K | Cut−$317.5K |
| SOFI WEALTH, LLC | 620.9K | $65.9M | −$596.1K | Cut−$1.76M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 613.7K | $65.1M | −$628.3K | Added$2.14M |
| STATE OF WISCONSIN INVESTMENT BOARD | 607.8K | $64.5M | −$583.5K | Cut−$583.5K |
| Financial Engines Advisors L.L.C. | 579.6K | $61.5M | −$556.4K | Cut−$2.71M |
| Crestwood Advisors Group, LLC | 566.4K | $60.1M | −$514.2K | Added$2.78M |
| BANK OF MONTREAL /CAN/ | 559.4K | $59.4M | −$537K | Cut−$1.96M |
| Foster Group, Inc. | 542.7K | $57.6M | −$471.8K | Added$4.96M |
| FIFTH THIRD BANCORP | 537K | $57M | −$107.9K | Added$45M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 535.1K | $56.8M | −$513.7K | Cut−$5.54M |
| Farther Finance Advisors, LLC | 532.7K | $56.6M | −$381.2K | Added$5.6M |
| Dynasty Wealth Management, LLC | 526.4K | $55.9M | −$427.4K | Added$8.2M |
| Parcion Private Wealth LLC | 525.4K | $55.8M | −$487.2K | Added$1.42M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 522.5K | $55.5M | −$501.6K | Cut−$2.83M |
| Wealthcare Advisory Partners LLC | 522.2K | $55.4M | −$501.3K | Cut−$1.71M |
| Wealthspire Advisors, LLC | 512.5K | $54.4M | −$492K | Cut−$10.8M |
| Avantax Planning Partners, Inc. | 495.7K | $52.6M | −$475.8K | Cut−$1.23M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 492.2K | $52.4M | −$457.8K | Cut−$35.8M |
| MANNING & NAPIER ADVISORS LLC | 492.7K | $52.3M | −$473K | Cut−$1.3M |
| FRANKLIN RESOURCES INC | 488.7K | $51.9M | −$440.2K | Added$2.75M |
| Wedmont Private Capital | 472.5K | $50.4M | −$414.4K | Added$322.4K |
| ALLIANCEBERNSTEIN L.P. | 462K | $49.5M | $0 | Cut−$821.9K |
| CHOREO, LLC | 438.2K | $46.5M | −$274.6K | Added$15.7M |
| Allworth Financial LP | 435.9K | $46.3M | −$407.2K | Added$835.7K |
| Retirement Investment Advisors, Inc. | 424.1K | $45.4M | −$1 | Added$134.1K |
| Ascent Group, LLC | 416.3K | $44.2M | −$387.3K | Added$973.4K |
| SEEDS INVESTOR LLC | 409.2K | $43.8M | −$4.87K | Added$26.3M |
| HSBC HOLDINGS PLC | 388.9K | $41.3M | −$373.4K | Cut−$1.12M |
| JFS WEALTH ADVISORS, LLC | 386K | $41M | −$366.6K | Added$73K |
| CAHABA WEALTH MANAGEMENT, INC. | 383.4K | $40.7M | −$337K | Added$3.11M |
| Savvy Advisors, Inc. | 380.9K | $40.4M | −$261.6K | Added$11.2M |
| Equitable Holdings, Inc. | 373.9K | $40.1M | −$874 | Cut−$8.35M |
| Kestra Advisory Services, LLC | 374K | $39.7M | −$304.2K | Added$5.75M |
| Gradient Investments LLC | 362.2K | $38.5M | −$267.5K | Added$8.6M |
| Schneider Downs Wealth Management Advisors, LP | 360.5K | $38.3M | −$327.1K | Added$1.77M |
| Cardinal Point Capital Management ULC | 359.3K | $38.1M | −$342.2K | Cut−$37.3K |
| Lutz Financial Services LLC | 353.2K | $37.5M | −$337.2K | Cut−$139.3K |
| Integrated Wealth Concepts LLC | 352K | $37.4M | −$261.7K | Added$8.16M |
| NICOLET BANKSHARES INC | 350.8K | $37.3M | −$5.05K | Added$36.7M |
| Sanctuary Advisors, LLC | 340K | $36.1M | −$326.3K | Cut−$319.5K |
| Baird Financial Group, Inc. | 339.3K | $36M | −$315.1K | Added$858.1K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 337K | $35.8M | −$87.2K | Added$26M |
| JOHNSON INVESTMENT COUNSEL INC | 334.9K | $35.6M | — | New |
| Liquid Strategies, LLC | 331.9K | $35.2M | −$311.6K | Added$459.7K |
| Balentine LLC | 330.3K | $35.1M | −$317.1K | Cut−$40.8M |
| Fort Point Capital Partners LLC | 326.9K | $34.7M | −$387.2K | Added$8.31M |
| Citadel | 317.7K | $33.7M | — | New |
| Trust Co | 314.9K | $33.4M | −$292.4K | Added$814.7K |
| COMMERCE BANK | 307.5K | $32.6M | −$280.7K | Added$1.32M |
| PRUDENTIAL FINANCIAL INC | 299.9K | $31.8M | −$284.9K | Cut−$2.8M |
| Quotient Wealth Partners, LLC | 298.7K | $31.7M | −$273.6K | Added$1.18M |
| Global Strategic Investment Solutions, LLC | 296.2K | $31.4M | −$283.1K | Cut−$146.7K |
| Private Advisor Group, LLC | 295.3K | $31.3M | −$259.5K | Added$2.39M |
| Rockwood Wealth Management, LLC | 291.7K | $31M | −$280.2K | Cut−$770.6K |
| ASPIRIANT, LLC | 288.9K | $30.7M | −$277.2K | Cut−$1.77M |
| Ackerman Capital Advisors, LLC | 284.2K | $30.2M | −$272.8K | Cut−$2M |
| DV Trading LLC | 274.1K | $29.1M | — | New |
| TIAA TRUST, NATIONAL ASSOCIATION | 272.6K | $28.9M | −$261.7K | Cut−$585.2M |
| SNS Financial Group, LLC | 272.4K | $28.9M | −$258.4K | Added$78.3K |
| Laird Norton Wetherby Trust Company, LLC | 271.7K | $28.8M | −$244.1K | Added$1.6M |
| Alaska Wealth Advisors, LLC | 266K | $28.2M | −$217.4K | Added$3.98M |
| M&T Bank Corp | 266K | $28.2M | −$255.4K | Cut−$649.4K |
| Dakota Wealth Management | 264.8K | $28.1M | −$244.7K | Added$812.8K |
| Legacy Edge Advisors, LLC | 261.3K | $27.7M | −$228K | Added$2.29M |
| Atlatl Advisers LLC | 260.8K | $27.7M | −$78.2K | Added$19M |
| WESBANCO BANK INC | 260.7K | $27.7M | −$227K | Added$2.35M |
| Merit Financial Group, LLC | 255.9K | $27.2M | −$219.7K | Added$2.66M |
| One Wealth Advisors, LLC | 250.6K | $26.6M | −$231.3K | Added$795.6K |
| Steward Partners Investment Advisory, LLC | 248.8K | $26.4M | −$223.1K | Added$1.51M |
| Ally Invest Advisors Inc. | 246.9K | $26.2M | −$221.8K | Added$1.46M |
| Stratos Wealth Partners, LTD. | 246.3K | $26.1M | −$236.4K | Cut−$1.7M |
| Salomon & Ludwin, LLC | 241.3K | $26M | $95.1K | Added$2.89M |
| Soros Fund Management | 241.4K | $25.6M | −$231.7K | Cut−$231.7K |
| HUNTINGTON NATIONAL BANK | 240.9K | $25.6M | −$231.3K | Cut−$870.8K |
| Ledyard National Bank | 238.3K | $25.3M | −$219.9K | Added$754K |
| Crewe Advisors LLC | 235.3K | $25M | −$207.1K | Added$1.87M |
| UNIQUE WEALTH, LLC | 234.6K | $24.9M | −$187.3K | Added$4.01M |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 233.4K | $24.8M | −$212.7K | Added$1.05M |
| Icon Wealth Advisors, LLC | 229.8K | $24.6M | −$15.4K | Added$1.22M |
| Cresset Asset Management, LLC | 230.6K | $24.5M | −$215.4K | Added$450K |
| Plante Moran Financial Advisors, LLC | 226K | $24M | −$217K | Cut−$1.44M |
| Avior Wealth Management, LLC | 220.2K | $23.4M | −$212.7K | Cut−$3.73M |
| Independent Advisor Alliance | 216.8K | $23M | −$21.5K | Added$20.6M |
| Alesco Advisors LLC | 215.4K | $22.9M | −$186.8K | Added$2.01M |
| Waldron Private Wealth LLC | 214.3K | $22.7M | −$205.6K | Cut−$575.4K |
| Modera Wealth Management, LLC | 213.9K | $22.7M | −$205.4K | Cut−$329.9K |
| SAGESPRING WEALTH PARTNERS, LLC | 213.9K | $22.7M | −$205.3K | Cut−$3.52M |
| GAMMA Investing LLC | 213.6K | $22.7M | −$171.5K | Added$3.54M |
| Pathstone Holdings, LLC | 213.1K | $22.6M | −$204.5K | Cut−$772.6K |
| Boston Standard Wealth Management, LLC | 212.5K | $22.6M | −$186.1K | Added$50.6K |
| Freestone Capital Holdings, LLC | 207.8K | $22.1M | −$159.9K | Added$4.22M |
| Resonant Capital Advisors, LLC | 207.5K | $22M | −$183.6K | Added$1.53M |
| Perigon Wealth Management, LLC | 204.3K | $21.7M | −$186.6K | Added$862.9K |
| FIRST CITIZENS BANK & TRUST CO | 204K | $21.7M | −$195.9K | Cut−$1.83M |
| Slow Capital, Inc. | 201.7K | $21.4M | −$193.6K | Cut−$323.5K |
| Apella Capital, LLC | 194.9K | $20.9M | $47.3K | Added$1.46M |
| Arax Advisory Partners | 195.7K | $20.8M | −$192.3K | Cut−$2.58M |
| AMERICAN CENTURY COMPANIES INC | 190.5K | $20.2M | −$85.1K | Added$10.7M |
| Russell Investments Group, Ltd. | 189.2K | $20.1M | −$118.3K | Added$6.89M |
| Aptus Capital Advisors, LLC | 188.2K | $20M | −$150.8K | Added$3.16M |
| Capital Asset Advisory Services LLC | 184.8K | $19.9M | $49 | Added$372.4K |
| VICUS CAPITAL | 183.7K | $19.5M | −$169.4K | Added$593.7K |
| Cardinal Strategic Wealth Guidance | 177.4K | $18.8M | −$170.3K | Cut−$695K |
| REGIONS FINANCIAL CORP | 177.1K | $18.8M | −$170K | Cut−$351.2K |
| AMG National Trust Bank | 176.7K | $18.8M | −$127.8K | Added$4.49M |
| Waterway Wealth Management, LLC | 175.7K | $18.7M | −$168.7K | Cut−$1.94M |
| Morton Brown Family Wealth, LLC | 175.4K | $18.6M | −$164.3K | Added$273.4K |
| Vise Technologies, Inc. | 171.8K | $18.4M | $0 | Held |
| Stairway Partners, LLC | 173.3K | $18.4M | −$166.2K | Cut−$149.3K |
| Charles Schwab Trust Co | 172.5K | $18.3M | −$165.6K | Cut−$1.02M |
| Meridian Wealth Partners, LLC | 171.6K | $18.2M | −$164.8K | Cut−$302.6K |
| GREAT VALLEY ADVISOR GROUP, INC. | 171.2K | $18.2M | −$121.5K | Added$4.64M |
| World Investment Advisors | 171K | $18.2M | −$164.1K | Cut−$2.88M |
| AE Wealth Management LLC | 169.8K | $18M | −$162.9K | Cut−$30.2M |
| RTD Financial Advisors, Inc. | 169.5K | $18M | −$162.7K | Cut−$761.1K |
| BROWN WEALTH MANAGEMENT, LLC | 168.8K | $17.9M | −$151K | Added$1.06M |
| Black Diamond Financial, LLC | 168.5K | $17.9M | −$143.6K | Added$1.86M |
| Symmetry Partners, LLC | 167.9K | $17.8M | −$161.1K | Cut−$221.4K |
| Brookstone Capital Management | 159.6K | $16.9M | −$134.5K | Added$1.92M |
| ESG Planning DBA Harper Investing | 156.2K | $16.6M | −$146.2K | Added$269.2K |
| Vestmark Advisory Solutions, Inc. | 154.1K | $16.4M | −$147.8K | Cut−$1.63M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 153K | $16.2M | −$146.9K | Cut−$146.9K |
| Robertson Stephens Wealth Management, LLC | 152.8K | $16.2M | −$123K | Added$2.5M |
| RMR Wealth Builders | 152.2K | $16.2M | −$138.4K | Added$730.6K |
| North Star Investment Management Corp. | 151.4K | $16.1M | −$141.9K | Added$231.9K |
| STAGE HARBOR FINANCIAL, LLC | 150.8K | $16M | −$144.7K | Cut−$143.6K |
| Horizon Investments, LLC | 150.6K | $15.9M | −$98.9K | Added$8.98M |
| CIBC Bancorp USA Inc. | 143.9K | $15.3M | — | Held |
| UNIVEST FINANCIAL Corp | 143.7K | $15.3M | −$131.7K | Added$569.7K |
| Advisory Services Network, LLC | 142.5K | $15.1M | −$136.7K | Cut−$2.79M |
| PDS Planning, Inc | 141.3K | $15M | −$124.8K | Added$1.08M |
| FIRST FINANCIAL BANK - TRUST DIVISION | 141.2K | $15M | −$129.7K | Added$511.1K |
| Manhattan West Asset Management, LLC | 140.9K | $15M | −$132.9K | Added$117.1K |
| Elm Partners Management LLC | 140.4K | $14.9M | −$150.9K | Added$939.1K |
| Towercrest Capital Management | 140K | $14.9M | −$128.9K | Added$471.6K |
| Chesley Taft & Associates LLC | 139.4K | $14.8M | −$133.8K | Cut−$392K |
| Waterloo Capital, L.P. | 137.9K | $14.6M | −$132.4K | Cut−$180.3K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 137.3K | $14.6M | −$131.8K | Cut−$2.13M |
| Keebeck Wealth Management | 136.9K | $14.5M | −$71.3K | Added$6.58M |
| Lido Advisors, LLC | 136K | $14.4M | −$79.6K | Cut−$359.6K |
| Clearwater Capital Advisors, LLC | 135.9K | $14.4M | −$128.7K | Added$70K |
| SCS Capital Management LLC | 135.7K | $14.4M | −$130.3K | Cut−$2.11M |
| Alley Investment Management Company, LLC | 134K | $14.2M | −$125.9K | Added$184.9K |
| CITIZENS FINANCIAL GROUP INC/RI | 133.6K | $14.2M | −$128.2K | Cut−$399.6K |
| Compound Planning, Inc. | 133.4K | $14.2M | −$57.7K | Added$7.72M |
| McNamara Financial Services, Inc. | 133.2K | $14.1M | −$118.7K | Added$891K |
| GERMAN AMERICAN BANCORP, INC. | 133.2K | $14.1M | −$127.9K | Cut−$721K |
| Brooklyn FI, LLC | 132.6K | $14.1M | −$127.3K | Cut−$872.9K |
| Centiva Capital, LP | 130.9K | $13.9M | −$48K | Added$8.54M |
| Single Point Partners, LLC | 129.8K | $13.8M | −$124.4K | Cut−$96.2K |
| DEUTSCHE BANK AG\ | 126.6K | $13.4M | −$108.1K | Added$1.38M |
| VERUS WEALTH MANAGEMENT, LLC | 125.8K | $13.4M | −$112.5K | Added$796.3K |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 124K | $13.2M | −$91.4K | Added$2.97M |
| Diversified Portfolios, Inc. | 122.7K | $13M | −$117.8K | Cut−$325.2K |
| Ellevest, Inc. | 122.5K | $13M | −$106.3K | Added$1.15M |
| Clearstead Advisors, LLC | 122K | $13M | −$116.5K | Cut−$45.2K |
| Northeast Financial Group, Inc. | 121.9K | $12.9M | −$116.1K | Cut−$3.29M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 120.9K | $12.8M | −$110.5K | Added$499.4K |
| &PARTNERS | 117.7K | $12.5M | −$119.7K | Cut−$933.9K |
| Beacon Bridge Wealth Partners, LLC | 117.5K | $12.5M | −$111.4K | Added$39.2K |
| Tyche Wealth Partners LLC | 116.9K | $12.4M | −$100.6K | Added$1.18M |
| OpenArc Corporate Advisory, LLC | 116.6K | $12.4M | −$112K | Cut−$948.9K |
| Global Wealth Strategies & Associates | 116.6K | $12.4M | −$104.2K | Added$760K |
| NISA INVESTMENT ADVISORS, LLC | 115.2K | $12.2M | −$110.6K | Cut−$611.3K |
| Waverly Advisors, LLC | 115K | $12.2M | −$110.5K | Cut−$380.1K |
| ALBION FINANCIAL GROUP /UT | 113.8K | $12.1M | −$106.9K | Added$151K |
| Revolve Wealth Partners, LLC | 112.8K | $12M | −$108.3K | Cut−$3.96M |
| Leonard Rickey Investment Advisors P.L.L.C. | 112.4K | $11.9M | −$104.4K | Added$287.7K |
| Integrated Advisors Network LLC | 112.3K | $11.9M | −$107.8K | Cut−$6.57M |
| Rinkey Investments | 111.5K | $11.8M | −$83.5K | Added$2.51M |
| Stonehage Fleming Financial Services Holdings Ltd | 111.3K | $11.8M | −$97.1K | Added$988.6K |
| Skyline Advisors, Inc. | 109.2K | $11.6M | −$104.9K | Cut−$439.1K |
| AlTi Global, Inc. | 108.5K | $11.5M | −$104.3K | Cut−$209.4K |
| Veery Capital, LLC | 108.1K | $11.5M | −$103.7K | Cut−$577.2K |
| Diversified Enterprises, LLC | 107.9K | $11.5M | −$102.9K | Cut−$33.4K |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 107K | $11.4M | −$94.8K | Added$782.2K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 104.2K | $11.2M | −$36K | Added$4.1M |
| Apeiron RIA LLC | 104.6K | $11.1M | −$125K | Added$51.2K |
| BTC Capital Management, Inc. | 104K | $11.1M | −$74.8K | Added$920.5K |
| Aquire Wealth Advisors, LLC | 103.9K | $11M | −$99.8K | Cut−$264.2K |
| Regal Investment Advisors LLC | 103.8K | $11M | −$90.6K | Added$912.1K |
| Fiduciary Trust Co | 103.7K | $11M | −$99.6K | Cut−$172.9K |
| Martel Wealth Advisors Inc | 103.6K | $11M | −$96.9K | Added$183.3K |
| OKABENA INVESTMENT SERVICES INC | 102.6K | $10.9M | −$83K | Added$1.63M |
| Zhang Financial LLC | 101.3K | $10.8M | −$51.6K | Added$5.01M |
| Triad Wealth Partners, LLC | 100.6K | $10.7M | −$67.1K | Added$3.19M |
| Atria Investments, Inc | 100.4K | $10.7M | −$95.2K | Added$35.9K |
| WealthCollab, LLC | 100.2K | $10.6M | −$89.7K | Added$635.3K |
| Confluence Wealth Services, Inc. | 100K | $10.6M | −$88.3K | Added$770.1K |
| Summit Financial, LLC | 99.2K | $10.5M | −$78.3K | Added$1.8M |
Who left
- LMR Partners LLP$160.1M
- Nuveen, LLC$47.2M
- CAPSTONE INVESTMENT ADVISORS, LLC$26M
- AXXCESS WEALTH MANAGEMENT, LLC$22.6M
- NewEdge Advisors, LLC$21.1M
- CAPITAL INSIGHT PARTNERS, LLC$14.1M
- Nolet Wealth Management, LLC$10.6M
- D. E. Shaw & Co., Inc.$8.02M
- Blueprint Financial Advisors LLC$7.46M
- Blueprint Investment Partners LLC$6.7M
- LifeWealth Investments, LLC$6.37M
- Crabel Capital Management, LLC$5.35M
- IFG Advisory, LLC$3.76M
- SEVEN MILE ADVISORY$3.37M
- Diversify Advisory Services, LLC$2.75M
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.