Stock
Reported value
$21.9B
Holders
979
+90 new · −107 exited
Holders’ est. mark
−$207M
Price effect on 229 books still in the name
Largest holder
$2.09B
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Soros Fund Management0.2% · $19.9M
- Citadel0.0% · $93.3M
- Renaissance Technologies0.0% · $7.42M
- Bridgewater0.0% · $566.5K
- Fidelity0.0% · $1.58M
- Icahn Capital0.0% · $272.2K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 26.2M | $2.09B | −$19.5M | Added$619.6M |
| Clark Capital Management Group, Inc. | 19M | $1.51B | −$18.4M | Added$122.8M |
| BANK OF AMERICA CORP /DE/ | 18.9M | $1.5B | −$11.9M | Added$607.7M |
| BlackRock, Inc. | 17M | $1.35B | −$18.2M | Cut−$538.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 14.9M | $1.19B | −$13.1M | Added$201.4M |
| Japan Science & Technology Agency | 10.4M | $826.7M | −$11.1M | Cut−$11.1M |
| WELLS FARGO & COMPANY/MN | 7.57M | $602.1M | −$6.08M | Added$143.9M |
| ASSETMARK, INC | 6.94M | $552.3M | −$7.43M | Cut−$12.6M |
| ONTARIO TEACHERS PENSION PLAN BOARD | 6.57M | $522.7M | −$7.03M | Cut−$368.3M |
| BNP PARIBAS FINANCIAL MARKETS | 6.5M | $517.1M | −$3.81M | Added$230M |
| Brevan Howard Capital Management LP | 6.42M | $510.8M | — | New |
| APG Asset Management US Inc. | 6.2M | $491.9M | −$7.1M | Added$37.7M |
| UBS Group AG | 6.08M | $483.4M | −$4.73M | Added$127M |
| JPMORGAN CHASE & CO | 6.04M | $475.9M | −$3.09M | Added$338.9M |
| BARCLAYS PLC | 5.54M | $440.6M | −$5.62M | Added$17.5M |
| ROYAL BANK OF CANADA | 5.22M | $415.3M | −$5.59M | Cut−$177.7M |
| CITIGROUP INC | 5.07M | $403M | −$3.19M | Added$162.6M |
| ENVESTNET ASSET MANAGEMENT INC | 4.96M | $394.4M | −$5.3M | Cut−$11.2M |
| Nuveen, LLC | 4.94M | $393.2M | −$5.29M | Cut−$353M |
| SBI Okasan Asset Management Co.Ltd. | 4.41M | $347.2M | — | New |
| TD Asset Management Inc | 3.76M | $299.3M | −$3.28M | Added$51.9M |
| Caisse de depot et placement du Quebec | 3.2M | $254.8M | −$3.43M | Cut−$153.2M |
| LPL Financial LLC | 2.73M | $217.4M | −$2.92M | Cut−$17M |
| STIFEL FINANCIAL CORP | 2.73M | $217M | −$2.91M | Cut−$2.34M |
| Ocean Park Asset Management, LLC | 2.69M | $214M | −$2.88M | Cut−$54.8M |
| Endurance Services Ltd | 2.36M | $188.1M | −$2.14M | Added$26.7M |
| BNP PARIBAS | 2.36M | $187.9M | −$2.53M | Cut−$185.3M |
| MACKENZIE FINANCIAL CORP | 2.25M | $178.9M | −$1.75M | Added$36.5M |
| GOLDMAN SACHS GROUP INC | 2.11M | $167.9M | −$2.26M | Cut−$141.8M |
| ALLSTATE CORP | 1.89M | $150.6M | −$625.7K | Added$103.5M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1.79M | $142M | −$1.64M | Added$18.2M |
| JANE STREET GROUP, LLC | 1.7M | $135.5M | −$2.75K | Added$135.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.59M | $126.2M | −$75.2K | Added$120.5M |
| AMERIPRISE FINANCIAL INC | 1.55M | $123.2M | −$1.99M | Cut−$8.26M |
| Elo Mutual Pension Insurance Co | 1.4M | $111.4M | −$1.5M | Cut−$1.5M |
| PartnerRe Asset Management CORP | 1.4M | $111.2M | −$1.5M | Cut−$1.5M |
| Cetera Investment Advisers | 1.18M | $93.8M | −$1.18M | Added$5.26M |
| Citadel | 1.17M | $93.3M | −$1.25M | Cut−$78.1M |
| Liberty Mutual Group Asset Management Inc. | 1.07M | $85.2M | −$1.15M | Cut−$126.9M |
| State of Tennessee, Department of Treasury | 894K | $71.1M | −$1.39M | Cut−$26.1M |
| Bain Capital Credit, LP | 889.1K | $70.7M | −$712.7K | Added$17M |
| PRUDENTIAL FINANCIAL INC | 847.5K | $67.4M | −$906.8K | Cut−$4.78M |
| RAYMOND JAMES FINANCIAL INC | 843K | $67.1M | −$860.4K | Added$2.23M |
| Jefferies Financial Group Inc. | 836.1K | $66.5M | −$5.66K | Added$66.1M |
| National Philanthropic Trust | 793.1K | $63.1M | −$795.7K | Added$3.14M |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 776.8K | $61.8M | −$760.3K | Added$4.51M |
| US BANCORP \DE\ | 742.6K | $59.1M | −$794.5K | Cut−$5.39M |
| Banco BTG Pactual S.A. | 713K | $56.7M | — | New |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 615K | $48.9M | −$658K | Cut−$422.4M |
| Optiver Holding B.V. | 605.6K | $48.2M | — | New |
| MML INVESTORS SERVICES, LLC | 592K | $47.1M | −$633.4K | Cut−$3.72M |
| OLD MISSION CAPITAL LLC | 567.9K | $45.2M | — | New |
| MILLENNIUM MANAGEMENT LLC | 564.1K | $44.9M | −$603.6K | Cut−$13.1M |
| Pure Financial Advisors, LLC | 533.9K | $42.5M | −$540K | Added$1.78M |
| CI INVESTMENTS INC. | 525.3K | $41.8M | −$426.5K | Added$9.66M |
| Corebridge Financial, Inc. | 500K | $39.4M | — | New |
| TORONTO DOMINION BANK | 483.3K | $38.5M | −$470.3K | Added$3.01M |
| HUNTINGTON NATIONAL BANK | 481.2K | $38.3M | −$473.7K | Added$2.59M |
| DV Trading LLC | 470.8K | $37.5M | −$27.9K | Added$35.4M |
| Towercrest Capital Management | 462.6K | $36.8M | −$473.3K | Added$1.13M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 446.8K | $35.6M | −$513.9K | Cut−$513.9K |
| CBIZ Investment Advisory Services, LLC | 441.1K | $35.1M | −$438.3K | Added$2.06M |
| CTC LLC | 419.8K | $33.4M | — | New |
| OSAIC HOLDINGS, INC. | 404.4K | $32.2M | −$434.2K | Cut−$3.16M |
| IMC-Chicago, LLC | 404.2K | $32.2M | — | New |
| DSC Meridian Capital LP | 402.3K | $32M | — | New |
| Deseret Mutual Benefit Administrators | 395.5K | $31.5M | −$423.1K | Cut−$611.6K |
| BANK OF MONTREAL /CAN/ | 394.5K | $31.4M | −$422.2K | Cut−$8.2M |
| NEUBERGER BERMAN GROUP LLC | 385K | $30.6M | −$412K | Cut−$29.3M |
| SEI INVESTMENTS CO | 356.4K | $28.4M | −$68.5K | Added$23.2M |
| 1832 Asset Management L.P. | 354.3K | $28.2M | −$379.1K | Cut−$379.1K |
| Howard Capital Management Inc. | 348.2K | $27.7M | −$372.6K | Cut−$2.06M |
| TRUIST FINANCIAL CORP | 344.8K | $27.4M | −$368.9K | Cut−$3.2M |
| Hikari Tsushin, Inc. | 343.2K | $27.3M | −$367.2K | Cut−$367.2K |
| Stairway Partners, LLC | 326K | $25.9M | −$347.2K | Cut−$221.9K |
| STATE OF WISCONSIN INVESTMENT BOARD | 325K | $25.9M | — | New |
| Williams Jones Wealth Management, LLC. | 321.9K | $25.6M | −$344.4K | Cut−$344.4K |
| FIFTH THIRD BANCORP | 306.5K | $24.4M | −$223.2K | Added$7.57M |
| KWMG, LLC | 300.3K | $23.9M | −$307.4K | Added$724.9K |
| Allianz SE | 300K | $23.9M | −$321K | Cut−$321K |
| Alliance Wealth Management Group | 298.2K | $23.7M | −$309.6K | Added$384.4K |
| HSBC HOLDINGS PLC | 295.4K | $23.5M | −$323.6K | Cut−$269.4M |
| Focus Partners Wealth | 287.6K | $22.9M | −$306.7K | Cut−$220.7K |
| Trust Co | 285.6K | $22.7M | −$295.4K | Added$464.1K |
| Man Group plc | 282.7K | $22.5M | −$302.5K | Cut−$141.4M |
| Summit Financial Consulting LLC | 279.4K | $22.2M | −$287K | Added$603.7K |
| Bank Julius Baer & Co. Ltd, Zurich | 270.9K | $21.5M | −$289.8K | Cut−$17.7M |
| CIBC Bancorp USA Inc. | 269.1K | $21.4M | — | Held |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 256.9K | $20.4M | −$275K | Cut−$275K |
| Soros Fund Management | 250K | $19.9M | — | New |
| Ensign Peak Advisors, Inc | 248K | $19.7M | −$265.4K | Cut−$265.4K |
| Graham Capital Management, L.P. | 246.9K | $19.6M | −$32.2K | Added$17.2M |
| TUDOR INVESTMENT CORP ET AL | 245.6K | $19.5M | −$159K | Added$7.56M |
| Aristotle Pacific Capital, LLC | 243.9K | $19.4M | −$260.9K | Cut−$37.3M |
| Strong Tower Advisory Services | 243.4K | $19.4M | −$250.9K | Added$461.9K |
| Twele Capital Management, Inc. | 242.7K | $19.3M | −$259.7K | Cut−$506K |
| PRINCIPAL SECURITIES, INC. | 237.5K | $18.9M | −$254K | Cut−$1.01M |
| Private Advisor Group, LLC | 233K | $18.5M | −$223.7K | Added$1.69M |
| Invst, LLC | 231.2K | $18.4M | −$229.5K | Added$1.1M |
| BlueCrest Capital Management Ltd | 230K | $18.3M | −$246.1K | Cut−$8.53M |
| AMARILLO NATIONAL BANK | 215.9K | $17.2M | −$228.8K | Cut−$63.3K |
| Mirae Asset Global Investments Co., Ltd. | 206.5K | $16.4M | −$220.9K | Cut−$5.18M |
| Financial Advisors Network, Inc. | 196K | $15.6M | −$181.7K | Added$1.9M |
| Counterpoint Mutual Funds LLC | 192.5K | $15.3M | −$205.9K | Cut−$277.2M |
| Hudson Bay Capital Management LP | 190K | $15.1M | −$203.3K | Cut−$203.3K |
| Global Wealth Management Investment Advisory, Inc. | 188.3K | $15M | −$193.3K | Added$413.3K |
| Qube Research & Technologies Ltd | 185.3K | $14.7M | −$20.1K | Added$13.2M |
| Cullen/Frost Bankers, Inc. | 183.6K | $14.6M | −$196.5K | Cut−$19.3M |
| Probity Advisors, Inc. | 182.8K | $14.5M | −$190.7K | Added$179.3K |
| Farther Finance Advisors, LLC | 178.2K | $14.1M | −$224.5K | Cut−$2.24M |
| MBL Wealth, LLC | 176.8K | $14.1M | −$4.99K | Added$13.7M |
| Voya Financial Advisors, Inc. | 178K | $14M | −$340K | Cut−$549.4K |
| Isabella Capital Management LLP | 175K | $13.9M | −$187.2K | Cut−$5.03M |
| Ashton Thomas Private Wealth, LLC | 174.5K | $13.9M | −$169.3K | Added$1.12M |
| FARMERS & MERCHANTS INVESTMENTS INC | 173.3K | $13.8M | −$173.7K | Added$698.3K |
| Allianz Asset Management GmbH | 171.4K | $13.6M | −$183.4K | Cut−$19.4M |
| Kestra Advisory Services, LLC | 161.4K | $12.8M | −$172.7K | Cut−$10.6M |
| Gateway Wealth Partners, LLC | 160.9K | $12.8M | — | New |
| FRANKLIN RESOURCES INC | 157.9K | $12.6M | −$113.3K | Added$4.02M |
| Parallel Advisors, LLC | 157.5K | $12.5M | −$189.2K | Cut−$102.3K |
| Headlands Technologies LLC | 154.5K | $12.3M | −$62.3K | Added$7.6M |
| ARISTEIA CAPITAL, L.L.C. | 153.5K | $12.2M | — | New |
| Checchi Capital Advisers, LLC | 151.8K | $12.1M | −$162.4K | Cut−$1.67M |
| Balyasny Asset Management L.P. | 150K | $11.9M | −$59.9K | Added$7.42M |
| Occidental Asset Management, LLC | 145.9K | $11.6M | −$128K | Added$1.96M |
| Marex Group plc | 144.9K | $11.5M | — | New |
| Cerity Partners LLC | 142.6K | $11.3M | −$89.2K | Added$4.63M |
| Point72 Asset Management, L.P. | 140K | $11.1M | — | New |
| CWM, LLC | 139.5K | $11.1M | $10.4M | Added$11.1M |
| J.Safra Asset Management Corp | 138.9K | $11.1M | −$139K | Added$578.8K |
| RFG Advisory, LLC | 138.3K | $11M | −$148K | Cut−$978.7K |
| Prudent Man Advisors, LLC | 136.7K | $10.9M | −$136.8K | Added$570.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 133.3K | $10.6M | −$142.6K | Cut−$467.7K |
| Ameritas Advisory Services, LLC | 132.7K | $10.6M | −$142K | Cut−$649.3K |
| DRW Securities, LLC | 132.2K | $10.5M | — | New |
| GREENUP STREET WEALTH MANAGEMENT LLC | 131.7K | $10.5M | −$140.3K | Cut−$99.1K |
| Mutual Advisors, LLC | 130.6K | $10.4M | −$137.9K | Added$660 |
| Alley Investment Management Company, LLC | 130.2K | $10.4M | −$138.2K | Cut−$60.5K |
| Rockefeller Capital Management L.P. | 128.6K | $10.2M | −$135K | Added$53.6K |
| Mitsubishi UFJ Trust & Banking Corp | 125.7K | $10M | −$134.5K | Cut−$1.84M |
| Trivium Point Advisory, LLC | 122K | $9.71M | −$130.6K | Cut−$1.4M |
| Strategic Investment Advisors / MI | 119.7K | $9.52M | −$117.3K | Added$716.1K |
| HighTower Advisors, LLC | 119.5K | $9.51M | −$125.9K | Added$50.3K |
| Edgestream Partners, L.P. | 116.4K | $9.26M | −$124.5K | Cut−$6.8M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 115.3K | $9.12M | −$199.1K | Cut−$4.25M |
| Tudor Financial Inc. | 114.4K | $9.1M | −$122.4K | Cut−$132.8K |
| Csenge Advisory Group | 112.8K | $8.98M | −$117.3K | Added$135.1K |
| CHOREO, LLC | 110.7K | $8.81M | −$119.8K | Added$404.6K |
| PINKERTON WEALTH, LLC | 109K | $8.79M | $0 | Added$1.48M |
| Baird Financial Group, Inc. | 109.3K | $8.69M | −$80.2K | Added$2.65M |
| CIBC Asset Management Inc | 106.4K | $8.47M | −$10.7K | Added$7.66M |
| Balefire, LLC | 105K | $8.35M | −$69.1K | Added$3.15M |
| Blue Fin Capital, Inc. | 104.6K | $8.32M | −$107.5K | Added$213K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 104.3K | $8.3M | −$93.8K | Added$1.23M |
| Acasta Partners UK LLP | 101.7K | $8.09M | −$66.6K | Added$3.08M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 101.6K | $8.08M | −$108.7K | Cut−$130.8K |
| Jump Financial, LLC | 101.3K | $8.06M | −$108.3K | Cut−$50.1M |
| Corient Private Wealth LLC | 99.4K | $7.9M | −$116.1K | Cut−$72K |
| Wealthstar Advisors, LLC | 98.7K | $7.86M | −$105.7K | Cut−$117.8K |
| Trajan Wealth LLC | 98.7K | $7.85M | −$102K | Added$168.2K |
| GTS SECURITIES LLC | 98.7K | $7.85M | −$105.6K | Cut−$237.7K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 97.3K | $7.74M | −$104.1K | Cut−$2.2M |
| Bank of New York Mellon Corp | 95.6K | $7.61M | −$101K | Cut−$10.9K |
| Genus Capital Management Inc. | 93.3K | $7.43M | −$99.9K | Cut−$284.8K |
| Renaissance Technologies | 93.3K | $7.42M | −$13.8K | Added$6.38M |
| FEDERATED HERMES, INC. | 90.6K | $7.21M | −$56.1K | Added$2.98M |
| Capula Management Ltd | 89.6K | $7.12M | — | New |
| REBALANCE, LLC | 88.6K | $7.05M | −$94.8K | Cut−$147.9K |
| SONA ASSET MANAGEMENT (US) LLC | 88.2K | $7.02M | −$93.1K | Added$2.93K |
| Dakota Wealth Management | 87.8K | $6.99M | −$66K | Added$2.01M |
| Boltwood Capital Management | 87.5K | $6.96M | −$93.6K | Cut−$297.6K |
| Beirne Wealth Consulting Services, LLC | 86.3K | $6.87M | −$69.3K | Added$1.68M |
| OxenFree Capital LLC | 85K | $6.84M | −$13.7K | Added$315.8K |
| Ascent Group, LLC | 85.5K | $6.8M | −$91.5K | Cut−$126.4K |
| DEUTSCHE BANK AG\ | 85.4K | $6.79M | −$91.3K | Cut−$10M |
| Legacy Wealth Partners, LLC | 85K | $6.76M | −$84.6K | Added$388.5K |
| Proficio Capital Partners LLC | 82.3K | $6.55M | −$41.1K | Added$3.45M |
| LOOMIS SAYLES & CO L P | 81.5K | $6.49M | −$81.3K | Added$360.2K |
| Cranbrook Wealth Management, LLC | 78.5K | $6.25M | −$82.6K | Added$23.2K |
| Equitable Holdings, Inc. | 63K | $6.09M | $993.2K | Added$1.09M |
| Topel & Distasi Wealth Management, LLC | 76.3K | $6.07M | −$81.7K | Cut−$86.7K |
| CONNING INC. | 75.2K | $5.98M | −$80.4K | Cut−$80.4K |
| Net Worth Advisory Group | 74.9K | $5.96M | −$78.7K | Added$29.1K |
| Advisory Services Network, LLC | 74.7K | $5.94M | −$79.9K | Cut−$958.3K |
| Privium Fund Management (UK) Ltd | 73.8K | $5.81M | — | New |
| Insight Wealth Partners, LLC | 72.5K | $5.77M | −$73K | Added$264.9K |
| WELLINGTON MANAGEMENT GROUP LLP | 72.4K | $5.76M | −$21.9K | Added$4.11M |
| Darrow Company, Inc. | 71.8K | $5.71M | −$76.8K | Cut−$367K |
| NORTHERN TRUST CORP | 71.1K | $5.66M | −$76.1K | Cut−$604.4K |
| Kovitz Investment Group Partners, LLC | 71K | $5.65M | −$76K | Cut−$4.27M |
| VestGen Advisors, LLC | 70.1K | $5.6M | −$12.8K | Added$4.23M |
| NBT BANK N A /NY | 67.2K | $5.35M | −$1.31M | Cut−$204.3K |
| Valmark Advisers, Inc. | 66.7K | $5.31M | −$70.2K | Added$12.8K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 64.2K | $5.11M | −$63.8K | Added$306K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 63.3K | $5.04M | −$55.6K | Added$1.68M |
| Cordoba Advisory Partners LLC | 63K | $5.01M | −$67.4K | Cut−$2.47M |
| Washington Trust Advisors, Inc. | 62.9K | $5M | −$67K | Cut−$47.5K |
| M&T Bank Corp | 62.1K | $4.94M | −$66.5K | Cut−$320K |
| TD Waterhouse Canada Inc. | 62.4K | $4.94M | −$50.6K | Added$1.95M |
| CNO Financial Group, Inc. | 62K | $4.93M | −$66.3K | Cut−$66.3K |
| Anfield Capital Management, LLC | 61.3K | $4.88M | −$412 | Added$4.85M |
| Integrated Advisors Network LLC | 61.3K | $4.87M | −$65.5K | Cut−$1.75M |
| Mariner, LLC | 60.9K | $4.84M | −$65.2K | Cut−$1.22M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 60.7K | $4.83M | −$64.8K | Cut−$57.3K |
| JONES FINANCIAL COMPANIES LLLP | 61.2K | $4.82M | −$108.3K | Added$241.4K |
| Metropolitan Life Insurance Co/NY | 60.5K | $4.81M | −$64.7K | Cut−$64.7K |
| Verdence Capital Advisors LLC | 59.2K | $4.71M | −$59.9K | Added$194.4K |
| Redhawk Wealth Advisors, Inc. | 59.1K | $4.7M | −$59.6K | Added$206.9K |
| CENTRAL BANK & TRUST CO | 59.1K | $4.7M | −$63.2K | Cut−$188.4K |
| Sanctuary Advisors, LLC | 58.2K | $4.63M | −$48K | Added$1.01M |
| One Capital Management, LLC | 57.9K | $4.6M | −$61.4K | Cut−$28.1K |
| Palogic Value Management, L.P. | 57.7K | $4.58M | −$67.1K | Cut−$161K |
| Hilltop Holdings Inc. | 56.4K | $4.49M | −$48.3K | Added$842.3K |
| KEYBANK NATIONAL ASSOCIATION/OH | 56K | $4.46M | −$60K | Cut−$678.6K |
| Rossby Financial, LCC | 55.9K | $4.44M | −$60.5K | Added$565.1K |
| Ballentine Partners, LLC | 55.6K | $4.42M | −$59.5K | Cut−$843.1K |
| TWO SIGMA SECURITIES, LLC | 55.2K | $4.39M | −$59K | Cut−$14.4M |
| Elwood & Goetz Wealth Advisory Group, LLC | 54.6K | $4.34M | −$58.4K | Cut−$472K |
| VestGen Investment Management | 54.1K | $4.3M | −$57.6K | Cut−$35.5K |
| BLAIR WILLIAM & CO/IL | 53.6K | $4.27M | −$57.4K | Cut−$98.8K |
| SBI Securities Co., Ltd. | 53.3K | $4.24M | −$57K | Cut−$2.05M |
| IFG Advisors, LLC | 52.9K | $4.21M | −$56.6K | Cut−$210.8K |
| Parkside Financial Bank & Trust | 52.6K | $4.18M | −$52.9K | Added$193.7K |
| Merit Financial Group, LLC | 52.3K | $4.16M | −$56K | Cut−$1.89M |
| STERLING INVESTMENT ADVISORS LLC /ADV | 52.1K | $4.14M | −$54.8K | Added$15.9K |
| Roundview Capital LLC | 50.9K | $4.05M | −$53.4K | Added$20.8K |
| TD PRIVATE CLIENT WEALTH LLC | 50.6K | $4.03M | −$54.2K | Cut−$353K |
| Ironwood Financial, llc | 50.2K | $3.99M | −$74.3K | Cut−$135.1K |
| Fore Capital, LLC | 50K | $3.98M | — | New |
| Moss Adams Wealth Advisors LLC | 49.5K | $3.94M | −$47.9K | Added$330.8K |
| Sagace Wealth Management LLC | 49.2K | $3.92M | −$51.9K | Added$5.48K |
| London & Capital Asset Management Ltd | 48.7K | $3.87M | −$49.1K | Added$133.2K |
| Daiwa Securities Group Inc. | 48.6K | $3.87M | $3.87M | Added$3.87M |
| Transmarket Holdings LP | 47.9K | $3.81M | −$51.3K | Cut−$8.8M |
| Beacon Pointe Advisors, LLC | 47.4K | $3.77M | −$35.2K | Added$1.12M |
| XTX Topco Ltd | 47.2K | $3.75M | — | New |
| Financial & Tax Architects, LLC | 47.1K | $3.75M | −$47.5K | Added$172K |
| MERCER GLOBAL ADVISORS INC /ADV | 47.1K | $3.75M | −$50.4K | Cut−$8.92M |
| Migdal Insurance & Financial Holdings Ltd. | 47K | $3.7M | $3.7M | Added$3.7M |
| Torrey-Payne Wealth Management, LLC | 46.3K | $3.68M | −$73K | Added$24.7K |
| HALL CAPITAL MANAGEMENT CO INC | 44.7K | $3.59M | −$9.44K | Added$545.8K |
| BURNS J W & CO INC/NY | 45K | $3.58M | −$33.2K | Added$1.07M |
| PINEBRIDGE INVESTMENTS LLC | 44.9K | $3.58M | −$48.1K | Cut−$1.58M |
| COREPATH WEALTH PARTNERS LLC | 44.3K | $3.55M | −$36.5K | Added$68.9K |
| Cypress Wealth Services, LLC | 44.5K | $3.54M | −$47.6K | Cut−$112.2K |
| &PARTNERS | 44.2K | $3.52M | −$33.4K | Added$998.7K |
| World Investment Advisors | 44.1K | $3.5M | −$43K | Added$266K |
| Buska Wealth Management, LLC | 43.6K | $3.47M | −$46.7K | Cut−$1.15M |
| Meridian Wealth Management, LLC | 43.4K | $3.45M | −$39.1K | Added$508.4K |
| Talisman Wealth Advisors LLC | 74.2K | $3.43M | −$23.2K | Added$527.4K |
Who left
- Elliott$306.4M
- Verition Fund Management LLC$109.1M
- Nan Shan Life Insurance Co., Ltd.$103.6M
- Pictet Asset Management Holding SA$91.6M
- WINTON GROUP Ltd$50M
- Squarepoint Ops LLC$40.7M
- VIEWPOINT INVESTMENT PARTNERS CORP$27.3M
- Alphadyne Asset Management LP$21.5M
- TOEWS CORP /ADV$20.6M
- CAPSTONE INVESTMENT ADVISORS, LLC$20.3M
- Parallax Volatility Advisers, L.P.$16.5M
- AlphaQuest LLC$16.4M
- Engineers Gate Manager LP$14.5M
- AXXCESS WEALTH MANAGEMENT, LLC$6.46M
- NISSAY ASSET MANAGEMENT CORP /JAPAN$5.97M
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.