Stock
Reported value
$34.2B
Holders
1,014
+97 new · −89 exited
Holders’ est. mark
$142.8M
Price effect on 237 books still in the name
Largest holder
$6.29B
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Bridgewater0.6% · $129.1M
- Renaissance Technologies0.0% · $2.66M
- Citadel0.0% · $12.1M
- Fidelity0.0% · $33.8M
- Icahn Capital0.0% · $1.11M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 66.2M | $6.29B | −$17.9M | Cut−$479M |
| JPMORGAN CHASE & CO | 37.1M | $3.52B | −$17.5M | Added$176.9M |
| ENVESTNET ASSET MANAGEMENT INC | 28.9M | $2.74B | −$7.03M | Added$263.2M |
| LPL Financial LLC | 28M | $2.66B | −$7.53M | Added$168.6K |
| UBS Group AG | 21.8M | $2.07B | −$522.5K | Added$1.89B |
| TIAA Wealth Investment Management LLC | 14.1M | $1.33B | — | Held |
| AMERIPRISE FINANCIAL INC | 13.2M | $1.25B | −$1.69M | Cut−$140.8M |
| MORGAN STANLEY | 10.8M | $1.02B | −$2.66M | Added$86.6M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 7.48M | $710.2M | — | Held |
| TRUIST FINANCIAL CORP | 5.78M | $548.8M | −$1.06M | Added$173.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 4.3M | $408.2M | −$389.7K | Added$270.8M |
| STIFEL FINANCIAL CORP | 3.71M | $352M | −$998.2K | Cut−$212.3K |
| BANK OF MONTREAL /CAN/ | 3.43M | $325.3M | −$778.6K | Added$50.7M |
| Allworth Financial LP | 3.33M | $316.2M | −$888.8K | Added$2.8M |
| PNC Financial Services Group, Inc. | 3.11M | $295M | −$810.1K | Added$9.27M |
| WELLS FARGO & COMPANY/MN | 2.71M | $257.4M | −$731.9K | Cut−$1.27M |
| State of Tennessee, Department of Treasury | 2.48M | $235.3M | −$1.83M | Cut−$2.67M |
| MIDLAND WEALTH ADVISORS, LLC | 2.47M | $234.9M | −$668K | Cut−$28.3M |
| Bank of New York Mellon Corp | 2.31M | $219.8M | −$570.6K | Added$18.5M |
| BlackRock, Inc. | 2.22M | $211M | −$600.1K | Cut−$3.29M |
| SEI INVESTMENTS CO | 2.19M | $208.3M | −$591.1K | Added$9.7M |
| Cetera Investment Advisers | 2.03M | $192.4M | −$534.9K | Added$3.72M |
| Composition Wealth, LLC | 2.02M | $192.2M | −$484.9K | Added$21.1M |
| Envestnet Portfolio Solutions, Inc. | 1.93M | $183.3M | −$521.3K | Cut−$7.43M |
| CWM, LLC | 1.93M | $183M | $181.2M | Added$182.8M |
| BARCLAYS PLC | 1.91M | $181.6M | −$516.5K | Cut−$236.7M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1.91M | $181.6M | −$287.4K | Added$80.2M |
| OneDigital Investment Advisors LLC | 1.78M | $168.9M | −$441.6K | Added$13.1M |
| Dynasty Wealth Management, LLC | 1.76M | $167.1M | −$393.4K | Added$28.4M |
| Richard Bernstein Advisors LLC | 1.65M | $156.5M | −$82 | Added$156.5M |
| Quotient Wealth Partners, LLC | 1.63M | $154.6M | −$371K | Added$23.7M |
| RAYMOND JAMES FINANCIAL INC | 1.54M | $146M | −$383.8K | Added$10.7M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1.46M | $138.8M | — | New |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1.42M | $135.2M | −$239.5K | Added$6.12M |
| MML INVESTORS SERVICES, LLC | 1.41M | $134.1M | −$381.4K | Cut−$32.2M |
| ROYAL BANK OF CANADA | 1.41M | $133.8M | −$372.9K | Added$1.86M |
| Merit Financial Group, LLC | 1.36M | $129.5M | −$343.2K | Added$8.44M |
| Bridgewater | 1.36M | $129.1M | −$367.2K | Cut−$1.83M |
| Asset Management One Co., Ltd. | 1.15M | $109.6M | −$506.6K | Added$12.9M |
| HANCOCK WHITNEY CORP | 1.14M | $108.3M | −$501.6K | Cut−$262K |
| Blue Trust, Inc. | 1.01M | $95.9M | −$272.7K | Cut−$28.4M |
| Mirae Asset Global Investments Co., Ltd. | 933.9K | $88.7M | −$252.1K | Cut−$57.8M |
| EVOKE WEALTH, LLC | 886.2K | $84.1M | −$225.9K | Added$4.46M |
| Fisher Asset Management, LLC | 882.7K | $83.8M | −$238.4K | Cut−$16.7M |
| Beacon Pointe Advisors, LLC | 877.6K | $83.3M | −$229.9K | Added$2.28M |
| ALLIANCEBERNSTEIN L.P. | 826K | $78.7M | −$0 | Added$5.5M |
| Avidian Wealth Enterprises, LLC | 804.3K | $76.4M | −$200.7K | Added$5.6M |
| NOTTINGHAM ADVISORS, INC. | 795.3K | $75.5M | −$183.7K | Added$10.7M |
| Mill Creek Capital Advisors, LLC | 767.7K | $72.9M | −$201.6K | Added$1.8M |
| EXCHANGE TRADED CONCEPTS, LLC | 735.5K | $69.8M | −$185.8K | Added$4.31M |
| Kovitz Investment Group Partners, LLC | 709.8K | $67.4M | −$174.7K | Added$5.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | 687.6K | $65.3M | −$182.5K | Added$939K |
| Sumitomo Mitsui Trust Group, Inc. | 685.6K | $65.1M | −$172.4K | Added$4.28M |
| Klaas Financial Asset Advisors, LLC | 674.6K | $64.1M | −$2.01K | Added$63.3M |
| Allianz Asset Management GmbH | 669K | $63.5M | −$180.6K | Cut−$3.93M |
| Lutz Financial Services LLC | 631.9K | $60M | −$161.4K | Added$3.09M |
| TIAA TRUST, NATIONAL ASSOCIATION | 622.8K | $59.1M | −$243.6K | Cut−$2.42B |
| Willis Johnson & Associates, Inc. | 613.3K | $58.2M | −$163.5K | Added$584K |
| Corient Private Wealth LLC | 612.6K | $57.6M | −$460.9K | Added$20.8M |
| ROCKLAND TRUST CO | 604.6K | $57.4M | −$159.4K | Added$1.18M |
| Dakota Wealth Management | 603.6K | $57.3M | −$147.6K | Added$5.29M |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 600K | $57M | −$162K | Cut−$162K |
| AE Wealth Management LLC | 590.7K | $56.1M | −$154.6K | Added$1.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 561.6K | $53.3M | −$93.9K | Added$32.9M |
| Clarity Financial LLC | 560.6K | $53.2M | — | New |
| Kestra Investment Management, LLC | 544.8K | $51.7M | −$147.1K | Cut−$4.79M |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 523.7K | $49.7M | −$141.4K | Cut−$141.4K |
| OSAIC HOLDINGS, INC. | 512.3K | $48.7M | −$137.2K | Added$1.32M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 500.5K | $47.5M | −$121.3K | Added$4.73M |
| Korea Investment CORP | 500K | $47.5M | −$135K | Cut−$135K |
| Constellation Investments, Inc. | 495.9K | $47.1M | −$133.9K | Cut−$133.9K |
| Strategic Wealth Partners, Ltd. | 485.9K | $46.1M | −$126.1K | Added$1.69M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 477.6K | $45.4M | $45.3M | Added$45.3M |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 471.8K | $44.8M | −$122.5K | Added$1.61M |
| NorthRock Partners, LLC | 466.4K | $44.3M | −$123.1K | Added$876.6K |
| State of New Jersey Common Pension Fund D | 450K | $42.7M | −$121.5K | Cut−$121.5K |
| Ocean Park Asset Management, LLC | 442.2K | $42M | −$114.6K | Added$1.58M |
| ST GERMAIN D J CO INC | 418.2K | $39.7M | −$106.2K | Added$2.24M |
| Stockman Wealth Management, Inc. | 397.5K | $37.7M | −$107.3K | Cut−$14.6M |
| Bangor Savings Bank | 393.5K | $37.4M | −$102.2K | Added$1.29M |
| Baird Financial Group, Inc. | 391.3K | $37.2M | −$90.9K | Added$5.09M |
| CONNING INC. | 387.7K | $36.8M | −$104.7K | Cut−$104.7K |
| Kingsview Wealth Management, LLC | 384.2K | $36.5M | −$60K | Added$15.3M |
| Northside Capital Management, LLC | 371.6K | $35.3M | −$78.9K | Added$7.44M |
| PRINCIPAL SECURITIES, INC. | 371K | $35.2M | −$75.5K | Added$8.6M |
| FRANKLIN RESOURCES INC | 361.1K | $34.3M | −$91.2K | Added$2.13M |
| Fidelity | 356.4K | $33.8M | −$94.9K | Added$353.4K |
| FEDERATED HERMES, INC. | 355.2K | $33.7M | −$64.6K | Added$10.9M |
| CABOT WEALTH MANAGEMENT INC | 351.2K | $33.3M | −$90.5K | Added$1.42M |
| Parkside Investments, LLC | 350.3K | $33.3M | −$93.1K | Added$426.8K |
| NAN FUNG TRINITY (HK) LTD | 349.2K | $33.2M | −$94.3K | Cut−$94.3K |
| Zurich Insurance Group Ltd/FI | 338.1K | $32.1M | −$101.4K | Cut−$101.4K |
| JB Capital LLC | 333K | $31.6M | −$86K | Added$1.29M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 332.9K | $31.6M | −$89.9K | Cut−$1.21M |
| Sanctuary Advisors, LLC | 327.2K | $31.1M | −$84.9K | Added$1.09M |
| Clearwater Capital Advisors, LLC | 325K | $30.9M | −$84K | Added$1.22M |
| Rockefeller Capital Management L.P. | 323.1K | $30.7M | −$85.4K | Added$574.2K |
| Prestige Wealth Management Group LLC | 316K | $30M | −$472 | Added$29.8M |
| Brookstone Capital Management | 315.8K | $30M | −$83.2K | Added$618.2K |
| US BANCORP \DE\ | 313.3K | $29.8M | −$84.5K | Cut−$18M |
| GOLDMAN SACHS GROUP INC | 302.2K | $28.7M | −$81.6K | Cut−$3.09M |
| Capital International Investors | 299.9K | $28.5M | −$79.6K | Added$425.5K |
| Mitsubishi UFJ Trust & Banking Corp | 295.8K | $28.1M | −$79.9K | Cut−$897.8K |
| Modera Wealth Management, LLC | 295.4K | $28.1M | −$79.3K | Added$101.6K |
| Independent Advisor Alliance | 289.1K | $27.5M | −$9.73K | Added$24M |
| Cerity Partners LLC | 288.6K | $27.4M | −$48.9K | Added$10.2M |
| INTEGRITY ALLIANCE, LLC. | 281.1K | $26.7M | −$71.6K | Added$1.45M |
| Meridian Wealth Partners, LLC | 280.3K | $26.6M | −$72.4K | Added$1.07M |
| Ascent Group, LLC | 277.3K | $26.3M | −$69.7K | Added$1.75M |
| CIBC Bancorp USA Inc. | 262.9K | $24.9M | — | Held |
| Talon Private Wealth, LLC | 257.5K | $24.4M | — | Held |
| Carnegie Investment Counsel | 256.7K | $24.4M | −$68.2K | Added$311.6K |
| Kelman-Lazarov, Inc. | 250K | $23.7M | −$66K | Added$466.7K |
| JACOBSON & SCHMITT ADVISORS, LLC | 249.3K | $23.7M | −$61.8K | Added$1.86M |
| HighTower Advisors, LLC | 239.7K | $22.8M | −$62.2K | Added$921.1K |
| Horst & Graben Wealth Management LLC | 236.2K | $22.5M | −$45.6K | Added$830.1K |
| Wealthcare Advisory Partners LLC | 235.8K | $22.4M | −$43.3K | Added$7.1M |
| COURIER CAPITAL LLC | 234K | $22.2M | −$59K | Added$1.42M |
| Estate Counselors, LLC | 232.8K | $22.1M | −$31.5K | Added$11M |
| Private Advisor Group, LLC | 230.6K | $21.9M | −$62.1K | Cut−$651K |
| Manhattan West Asset Management, LLC | 229.5K | $21.8M | −$52.8K | Added$3.16M |
| Advocacy Wealth Management, LLC | 228.9K | $21.7M | −$58.9K | Added$961.7K |
| Johnson Financial Group, Inc. | 228.4K | $21.7M | −$61.7K | Cut−$591.7K |
| Mariner, LLC | 225.6K | $21.4M | −$57.6K | Added$1.09M |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 221.9K | $21.1M | −$58.5K | Added$439K |
| Financial Engines Advisors L.L.C. | 221.3K | $21M | −$53K | Added$2.32M |
| ARVEST INVESTMENTS, INC. | 219.9K | $20.9M | −$59.4K | Cut−$629.3K |
| Banque Cantonale Vaudoise | 216K | $20.5M | −$57.3K | Cut−$3.39M |
| Triad Wealth Partners, LLC | 214.8K | $20.4M | −$40.8K | Added$6.02M |
| Vestmark Advisory Solutions, Inc. | 210.5K | $20M | −$22.9K | Added$11.9M |
| NORTHERN TRUST CORP | 209.8K | $19.9M | −$50.8K | Added$2.01M |
| Vise Technologies, Inc. | 207.5K | $19.8M | $0 | Held |
| HUNTINGTON NATIONAL BANK | 207.9K | $19.7M | −$49.5K | Added$2.28M |
| Galvin, Gaustad & Stein, LLC | 206.6K | $19.6M | −$55.8K | Cut−$1.65M |
| TCW GROUP INC | 205.8K | $19.5M | −$54.7K | Added$264.9K |
| CASTLEARK MANAGEMENT LLC | 204.2K | $19.4M | −$55.1K | Cut−$55.1K |
| Sharkey, Howes & Javer | 204.2K | $19.4M | −$53.1K | Added$671K |
| MAI Capital Management | 203.8K | $19.3M | −$52.7K | Added$746.2K |
| JANE STREET GROUP, LLC | 197K | $18.7M | — | New |
| STANSBERRY ASSET MANAGEMENT, LLC | 195.9K | $18.6M | −$41.2K | Added$4.07M |
| MANNING & NAPIER ADVISORS LLC | 195.1K | $18.5M | −$52.7K | Cut−$2.79M |
| Johns Hopkins University | 193.4K | $18.4M | −$52.2K | Cut−$52.2K |
| SteelPeak Wealth, LLC | 190.6K | $18.1M | −$47.4K | Added$1.36M |
| RKL Wealth Management LLC | 190.3K | $18.1M | −$51.4K | Cut−$1.48M |
| CFS Investment Advisory Services, LLC | 186.2K | $17.8M | $61.4K | Cut−$62.5K |
| Lifeworks Advisors, LLC | 186.4K | $17.7M | −$50.4K | Cut−$210.4K |
| Modern Wealth Management, LLC | 185.3K | $17.5M | −$80.4K | Added$3.61M |
| Atria Investments, Inc | 183.3K | $17.4M | −$47K | Added$834.9K |
| KEYBANK NATIONAL ASSOCIATION/OH | 178.1K | $16.9M | −$48.1K | Cut−$294.5K |
| ALLSTATE CORP | 177.8K | $16.9M | −$48K | Cut−$12.1M |
| McKinley Carter Wealth Services, Inc. | 176.2K | $16.7M | −$19.4K | Added$9.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 175.1K | $16.6M | −$40K | Added$2.52M |
| FIFTH THIRD BANCORP | 171.9K | $16.3M | −$397 | Added$16.2M |
| Integrated Wealth Concepts LLC | 169.3K | $16.1M | −$45.7K | Cut−$11M |
| Anfield Capital Management, LLC | 166.8K | $15.8M | −$22.8K | Added$7.81M |
| BlueSky Wealth Advisors, LLC | 165.5K | $15.7M | — | New |
| FIRST TRUST ADVISORS LP | 164.8K | $15.7M | −$44.4K | Cut−$267K |
| Smith Salley Wealth Management | 164.7K | $15.6M | −$41.8K | Added$901.1K |
| ASSETMARK, INC | 162.1K | $15.4M | −$43.7K | Cut−$213K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 161.1K | $15.2M | −$115.9K | Added$688.2K |
| Heck Capital Advisors, LLC | 160K | $15.2M | −$43.2K | Cut−$379.4K |
| Geneos Wealth Management Inc. | 156.5K | $14.9M | −$31.1K | Added$3.86M |
| Trek Financial, LLC | 150.1K | $14.2M | −$36.4K | Added$1.43M |
| &PARTNERS | 150K | $14.2M | −$63.4K | Cut−$1.84M |
| RWA WEALTH PARTNERS, LLC | 149.3K | $14.2M | −$40.3K | Cut−$1.24M |
| Checchi Capital Advisers, LLC | 147.9K | $14M | −$39.2K | Added$203.2K |
| METEORA CAPITAL, LLC | 146.6K | $13.9M | −$39.6K | Cut−$39.6K |
| FARMERS & MERCHANTS INVESTMENTS INC | 145.7K | $13.8M | −$33.9K | Added$1.89M |
| Compass Wealth Management, LLC/GA | 144K | $13.7M | −$37.8K | Added$341.4K |
| Impact Partnership Wealth, LLC | 143.5K | $13.6M | −$22.9K | Added$5.54M |
| Bernardo Wealth Planning LLC | 141.9K | $13.5M | −$36.8K | Added$496.3K |
| Stone House Investment Management, LLC | 140.9K | $13.4M | −$36.5K | Added$491.4K |
| Cornerstone Management, Inc. | 138.9K | $13.2M | −$34.9K | Added$870.6K |
| Icon Wealth Advisors, LLC | 137.2K | $13M | −$79.5K | Added$564.6K |
| NewSquare Capital LLC | 135.9K | $12.9M | −$36.6K | Cut−$7.94K |
| Spectrum Investment Advisors, Inc. | 134.5K | $12.8M | −$34.3K | Added$676.4K |
| Boltwood Capital Management | 134.4K | $12.8M | −$35.3K | Added$321.7K |
| Equitable Holdings, Inc. | 130.8K | $12.5M | −$126 | Added$1.31M |
| Resona Asset Management Co.,Ltd. | 128.8K | $12.2M | −$17.6K | Added$6.03M |
| Rothschild Wealth LLC | 128.1K | $12.2M | −$31.8K | Added$949.6K |
| Citadel | 127.5K | $12.1M | — | New |
| Security Financial Services, INC. | 127.4K | $12.1M | −$34.1K | Added$82.6K |
| Tandem Wealth Advisors LLC | 126.6K | $12M | $751.7K | Cut−$3.65M |
| One Wealth Advisors, LLC | 126.2K | $12M | −$33.1K | Added$294.3K |
| Ancora Advisors LLC | 122.7K | $11.7M | −$29.1K | Added$1.4M |
| Focus Partners Wealth | 120.4K | $11.5M | $45.2K | Added$376.6K |
| LAZARD ASSET MANAGEMENT LLC | 121.1K | $11.5M | −$32K | Added$193.7K |
| Westover Capital Advisors, LLC | 119.7K | $11.4M | −$32.1K | Added$45.5K |
| Perigon Wealth Management, LLC | 118.1K | $11.2M | −$31.9K | Cut−$225.2K |
| Kelly Financial Services LLC | 118.2K | $11.2M | −$56.7K | Added$675K |
| AAFMAA Wealth Management & Trust LLC | 115.8K | $11M | −$31.3K | Cut−$289.3K |
| EverSource Wealth Advisors, LLC | 114.5K | $10.9M | −$30.4K | Added$124K |
| SEEDS INVESTOR LLC | 113.4K | $10.8M | — | New |
| Shelter Mutual Insurance Co | 113.2K | $10.7M | −$29.6K | Added$316.2K |
| Beacon Bridge Wealth Partners, LLC | 113.2K | $10.7M | −$30.5K | Cut−$463.8K |
| Farther Finance Advisors, LLC | 113.3K | $10.7M | −$62.4K | Cut−$587.7K |
| JT Stratford LLC | 112.2K | $10.7M | −$28.7K | Added$527.7K |
| THEORY FINANCIAL LLC | 111.9K | $10.6M | −$88.5K | Added$42.1K |
| World Investment Advisors | 110.9K | $10.5M | −$30K | Cut−$216.7K |
| Hilltop Holdings Inc. | 110.7K | $10.5M | −$29.9K | Cut−$7.22M |
| Orion Porfolio Solutions, LLC | 109.4K | $10.4M | −$29.6K | Cut−$4.67M |
| Creative Planning | 107.9K | $10.2M | −$29.1K | Cut−$952.1K |
| AXXCESS WEALTH MANAGEMENT, LLC | 106K | $10.1M | −$4.82K | Added$8.36M |
| Pictet Asset Management Holding SA | 106K | $10.1M | −$28.6K | Cut−$28.6K |
| Kestra Advisory Services, LLC | 105.8K | $10M | −$28.6K | Cut−$5.02M |
| TSA Wealth Managment LLC | 103.2K | $9.8M | −$26.2K | Added$572.5K |
| CIM, LLC | 100.7K | $9.56M | −$27.2K | Cut−$36.9K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 100.5K | $9.55M | −$10.7K | Added$5.76M |
| Arax Advisory Partners | 98.8K | $9.38M | −$12.3K | Added$5.06M |
| Cascade Financial Partners, LLC | 97.7K | $9.28M | — | New |
| Smartleaf Asset Management LLC | 97.8K | $9.26M | −$68.7K | Added$282.6K |
| Gateway Wealth Partners, LLC | 96.3K | $9.15M | −$6.76K | Added$6.77M |
| Aureum Wealth Management, LLC | 92.2K | $8.75M | −$17.2K | Added$2.68M |
| BEACON FINANCIAL GROUP | 91.5K | $8.68M | −$23K | Added$594.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 89.6K | $8.51M | −$23.6K | Added$222.2K |
| Scarborough Advisors, LLC | 89K | $8.45M | — | New |
| HARBOUR INVESTMENTS, INC. | 88.5K | $8.4M | −$21.8K | Added$699.2K |
| Procyon Advisors, LLC | 83.9K | $7.97M | −$22.6K | Cut−$638.3K |
| SIMA Wealth Partners, LLC | 83.8K | $7.95M | −$20.9K | Added$565.8K |
| Snider Financial Group | 83.7K | $7.95M | −$21.1K | Added$507.8K |
| Blankinship & Foster, LLC | 82.5K | $7.84M | −$22.1K | Added$56.3K |
| PAX Financial Group, LLC | 82.4K | $7.83M | −$21.7K | Added$196.3K |
| LEUTHOLD GROUP, LLC | 81.4K | $7.73M | −$22K | Cut−$71.1K |
| West Family Investments, Inc. | 80.7K | $7.7M | −$21.9K | Cut−$21.9K |
| Concurrent Investment Advisors, LLC | 81K | $7.69M | −$16.2K | Added$1.99M |
| Darwin Wealth Management, LLC | 80.9K | $7.68M | — | New |
| FIRST AMERICAN TRUST, FSB | 79.1K | $7.51M | −$19.9K | Added$503.2K |
| Invst, LLC | 78.2K | $7.43M | −$21K | Cut−$594.2K |
| Regal Investment Advisors LLC | 77.9K | $7.4M | −$20.8K | Added$78.4K |
| Alesco Advisors LLC | 75.5K | $7.17M | −$20.2K | Added$59.6K |
| Elevated Financial Group LLC | 75.4K | $7.16M | −$18.6K | Added$619K |
| CARY STREET PARTNERS FINANCIAL LLC | 75.1K | $7.13M | −$20.3K | Cut−$74.2K |
| Keebeck Wealth Management | 73.3K | $6.96M | −$4.49K | Added$5.38M |
| Steward Partners Investment Advisory, LLC | 73.2K | $6.95M | −$19.8K | Cut−$1.99M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 73.4K | $6.94M | −$43.8K | Added$3.07M |
| QUATTRO FINANCIAL ADVISORS LLC | 71.6K | $6.8M | −$18.9K | Added$141.7K |
| Archford Capital Strategies, LLC | 71.4K | $6.78M | −$16.7K | Added$882.7K |
| Ashton Thomas Private Wealth, LLC | 70.7K | $6.71M | −$18.2K | Added$282.9K |
| Bay Harbor Wealth Management, LLC | 70.4K | $6.69M | −$18.6K | Added$133.8K |
| Keystone Financial Services | 69.2K | $6.57M | −$17.5K | Added$426.3K |
| Pettinga Financial Advisors LLC | 68.1K | $6.47M | −$17.6K | Added$280.6K |
| Shared Vision Wealth Group LLC | 68K | $6.46M | −$54.4K | Cut−$324.6K |
| SAX WEALTH ADVISORS, LLC | 67.5K | $6.43M | $0 | Held |
| BOOTHBAY FUND MANAGEMENT, LLC | 67.4K | $6.4M | −$18.2K | Cut−$18.2K |
| Van Hulzen Asset Management, LLC | 66.9K | $6.35M | −$17K | Added$347.4K |
| Fort Point Capital Partners LLC | 66.7K | $6.34M | −$47.3K | Cut−$331K |
| Alternative Investment Advisors, LLC. | 66.1K | $6.27M | −$17.9K | Cut−$436.7K |
| Sovran Advisors, LLC | 65.2K | $6.18M | −$38.8K | Added$1.96M |
| WEALTH ALLIANCE, LLC | 65K | $6.18M | −$16.5K | Added$364.8K |
| Riggs Asset Managment Co. Inc. | 64K | $6.08M | −$14.3K | Added$1.05M |
Who left
- RENAISSANCERE HOLDINGS LTD$366.8M
- NewEdge Advisors, LLC$72.9M
- CIBC Asset Management Inc$61.9M
- Hilton Capital Management, LLC$54.9M
- IFG Advisory, LLC$12.1M
- Avanda Investment Management Pte. Ltd.$10.7M
- Hudson Capital Management LLC$10.1M
- COMMUNITY TRUST & INVESTMENT CO$9.63M
- CONNABLE OFFICE INC$9.26M
- ANCHOR CAPITAL ADVISORS LLC$8.66M
- TD Asset Management Inc$8.57M
- RATIONAL ADVISORS, INC.$7.79M
- RETIREMENT CAPITAL STRATEGIES$5.81M
- Crabel Capital Management, LLC$4.37M
- Diversify Advisory Services, LLC$3.11M
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.