Stock
Reported value
$13.3B
Holders
705
+66 new · −46 exited
Holders’ est. mark
−$95.6M
Price effect on 238 books still in the name
Largest holder
$3.39B
Financial Engines Advisors L.L.C.
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $173.1M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 63.7M | $3.39B | −$41.7M | Cut−$14.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13.9M | $742M | −$8.14M | Added$77.3M |
| NORTHERN TRUST CORP | 12.3M | $655.7M | −$7.66M | Added$30.2M |
| ENVESTNET ASSET MANAGEMENT INC | 8.37M | $445.2M | −$4.04M | Added$115.6M |
| ASSETMARK, INC | 8M | $425.6M | −$4.88M | Added$27.2M |
| BANK OF AMERICA CORP /DE/ | 6.24M | $332.2M | −$4.07M | Cut−$415.5K |
| MORGAN STANLEY | 6.11M | $325.3M | −$4.03M | Cut−$9.29M |
| One Capital Management, LLC | 5.85M | $311.1M | −$3.49M | Added$25.9M |
| WELLS FARGO & COMPANY/MN | 5.03M | $267.6M | −$3.25M | Added$1.89M |
| ALLSTATE CORP | 4.33M | $230.3M | −$2.06M | Added$61.8M |
| UBS Group AG | 4.09M | $217.6M | −$2.58M | Added$6.99M |
| Matson Money. Inc. | 3.66M | $194.7M | −$2.52M | Added$8.37M |
| LPL Financial LLC | 3.64M | $193.6M | −$2.09M | Added$23.1M |
| AMERIPRISE FINANCIAL INC | 3.5M | $185.7M | −$2.65M | Cut−$26M |
| RAYMOND JAMES FINANCIAL INC | 3.3M | $175.4M | −$2.06M | Added$7.56M |
| Fidelity | 3.25M | $173.1M | −$2.15M | Cut−$20M |
| ROYAL BANK OF CANADA | 2.89M | $153.7M | −$1.91M | Cut−$3.51M |
| TD PRIVATE CLIENT WEALTH LLC | 2.36M | $125.4M | −$1.37M | Added$13.7M |
| Legal & General Group Plc | 2.23M | $118.3M | −$2.35M | Cut−$151.9M |
| Acropolis Investment Management, LLC | 2.1M | $111.7M | −$1.36M | Added$738.7K |
| Petersen Hastings Wealth Advisors Inc. | 1.97M | $104.8M | −$1.25M | Added$2.98M |
| FRANKLIN RESOURCES INC | 1.93M | $102.7M | −$1.23M | Added$2.42M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1.87M | $99.1M | −$1.39M | Cut−$2.47M |
| PNC Financial Services Group, Inc. | 1.84M | $98.2M | −$1.19M | Added$693.9K |
| BlackRock, Inc. | 1.75M | $93.3M | −$1.16M | Cut−$15.2M |
| JONES FINANCIAL COMPANIES LLLP | 1.74M | $91.4M | −$1.64M | Added$19M |
| GREENWOOD GEARHART INC | 1.72M | $91.4M | −$1.06M | Added$4.68M |
| STIFEL FINANCIAL CORP | 1.67M | $88.9M | −$1.03M | Added$4.95M |
| Focus Partners Wealth | 1.64M | $87.4M | −$313.2K | Added$53.9M |
| GOLDMAN SACHS GROUP INC | 1.61M | $85.8M | −$1.01M | Added$2.94M |
| Charter Oak Capital Management, LLC | 1.6M | $85.1M | −$1.01M | Added$2.82M |
| Haverford Trust Co | 1.47M | $78.1M | −$906.1K | Added$4.1M |
| HighTower Advisors, LLC | 1.47M | $78M | −$773.4K | Added$14.9M |
| US BANCORP \DE\ | 1.29M | $68.8M | −$786.8K | Added$4.61M |
| TRUIST FINANCIAL CORP | 1.28M | $68.1M | −$722.3K | Added$9.11M |
| KEYBANK NATIONAL ASSOCIATION/OH | 1.2M | $64.1M | −$763.5K | Added$1.74M |
| Ally Invest Advisors Inc. | 1.13M | $60.1M | −$688.1K | Added$3.94M |
| Cetera Investment Advisers | 1.12M | $59.5M | −$710.7K | Added$1.49M |
| Dakota Wealth Management | 1.1M | $58.3M | −$670.8K | Added$3.56M |
| MAI Capital Management | 1.09M | $57.8M | −$647.9K | Added$4.89M |
| RMG Wealth Management LLC | 1.08M | $57.5M | — | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.07M | $57M | −$857.9K | Cut−$16M |
| Horizon Investments, LLC | 1.08M | $57M | −$1.19M | Cut−$1.21M |
| Bank of New York Mellon Corp | 948.4K | $50.5M | −$595.4K | Added$1.86M |
| Mitsubishi UFJ Trust & Banking Corp | 942.3K | $50.1M | −$630.3K | Added$7.71M |
| Dodds Wealth, LLC | 889.2K | $47.3M | −$553.5K | Added$2.14M |
| Mutual Advisors, LLC | 888.7K | $47.3M | −$586.5K | Cut−$1.95M |
| MFA WEALTH ADVISORS, LLC | 887.4K | $47.2M | −$526.2K | Added$4.27M |
| CWM, LLC | 875K | $46.6M | $46.5M | Added$46.5M |
| Wealthspire Retirement, LLC | 863.4K | $45.9M | −$486K | Added$6.27M |
| Flagstone Financial Management | 809.7K | $43.1M | −$501.8K | Added$2.13M |
| Gradient Investments LLC | 758.2K | $40.4M | −$476.3K | Added$1.47M |
| BANK OF MONTREAL /CAN/ | 745.6K | $39.7M | −$482.5K | Added$299.9K |
| Fiduciary Trust Co | 741.5K | $39.5M | −$478.7K | Added$378.8K |
| Mariner, LLC | 713.9K | $38M | −$197.7K | Added$21.9M |
| Baird Financial Group, Inc. | 707.3K | $37.6M | −$425.9K | Added$2.87M |
| Scarborough Advisors, LLC | 703.5K | $37.4M | — | New |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 680K | $36.2M | −$448.8K | Cut−$448.8K |
| Thoma Capital Management LLC | 638.7K | $34M | −$412.2K | Added$333.1K |
| ProVise Management Group, LLC | 622.1K | $33.1M | −$400.2K | Added$436.3K |
| SYON CAPITAL LLC | 564.7K | $30.1M | −$346.8K | Added$1.74M |
| Klaas Financial Asset Advisors, LLC | 539.5K | $28.7M | −$356.1K | Cut−$61.8M |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 519.3K | $27.6M | −$339.3K | Cut−$64.5K |
| JPMORGAN CHASE & CO | 521.8K | $27.6M | −$451.9K | Added$1.99M |
| Cerity Partners LLC | 517.2K | $27.5M | −$341.3K | Cut−$347.4K |
| Kovitz Investment Group Partners, LLC | 491.2K | $26.1M | −$112.5K | Added$17M |
| Financial Partners Group, Inc | 482.1K | $25.7M | −$376.7K | Cut−$98.3K |
| PRUDENTIAL PLC | 471.5K | $25.1M | −$311.2K | Cut−$264.2M |
| BIRCHBROOK, INC. | 466.3K | $24.8M | −$284.3K | Added$1.61M |
| ARKANSAS FINANCIAL GROUP, INC. | 449.7K | $24M | −$208.6K | Added$1.96M |
| Ameliora Wealth Management Ltd. | 450K | $23.9M | −$250.5K | Added$3.49M |
| GDS Wealth Management | 447K | $23.8M | −$282.7K | Added$711.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 439.7K | $23.4M | −$268K | Added$1.52M |
| HANCOCK WHITNEY CORP | 434.9K | $23.2M | −$268.5K | Cut−$327.2K |
| BAILARD, INC. | 435.2K | $23.2M | −$194.1K | Added$7.32M |
| JANE STREET GROUP, LLC | 432K | $23M | — | New |
| OSAIC HOLDINGS, INC. | 419K | $22.3M | −$276.8K | Cut−$2M |
| Black Diamond Financial, LLC | 417.2K | $22.2M | −$263.5K | Added$690.2K |
| Avidian Wealth Enterprises, LLC | 405.8K | $21.6M | −$257.3K | Added$586.8K |
| Madison Asset Management, LLC | 400.9K | $21.3M | −$162.3K | Added$8.08M |
| BCK Partners, Inc. | 395.9K | $21.1M | −$254K | Added$334.2K |
| Cyndeo Wealth Partners, LLC | 385.1K | $20.5M | −$236.3K | Added$1.2M |
| Summit Wealth Group, LLC | 373K | $19.9M | −$236.2K | Added$566.9K |
| Advisors Capital Management, LLC | 369K | $19.6M | −$224.8K | Added$1.29M |
| DT Investment Partners, LLC | 335.4K | $17.8M | −$216.7K | Added$162.8K |
| MML INVESTORS SERVICES, LLC | 329.4K | $17.5M | −$217.4K | Cut−$1.33M |
| Roundview Capital LLC | 322.1K | $17.1M | −$205.1K | Added$404.9K |
| Legacy Financial Group LLC | 321.1K | $17.1M | −$162.5K | Cut−$33.1K |
| DEUTSCHE BANK AG\ | 316.2K | $16.8M | −$204.9K | Added$99.5K |
| Prosperity Consulting Group, LLC | 306.6K | $16.3M | −$202.3K | Cut−$512.5K |
| PROFFITT & GOODSON INC | 306.3K | $16.3M | −$202.2K | Cut−$2.91M |
| Chicago Partners Investment Group LLC | 300.8K | $16.1M | −$92.1K | Added$3.03M |
| COMMONWEALTH EQUITY SERVICES, LLC | 288.2K | $15.3M | −$190.2K | Cut−$491.1K |
| Lido Advisors, LLC | 287.3K | $15.3M | −$245.9K | Cut−$3.79M |
| Summit Wealth Partners, LLC | 272.3K | $14.5M | −$175.5K | Added$159.8K |
| D.A. DAVIDSON & CO. | 262.2K | $14M | −$169.6K | Added$103K |
| BAR HARBOR WEALTH MANAGEMENT | 261.5K | $13.9M | −$172.6K | Cut−$250.3K |
| CASTLEARK MANAGEMENT LLC | 260K | $13.8M | −$171.6K | Cut−$171.6K |
| World Investment Advisors | 258.7K | $13.8M | −$154.8K | Added$1.13M |
| Blue Fin Capital, Inc. | 256.3K | $13.6M | −$154.9K | Added$995.2K |
| Modern Wealth Management, LLC | 248K | $13.2M | −$203.2K | Added$122.5K |
| FIFTH THIRD BANCORP | 246.2K | $13.1M | −$330 | Added$13.1M |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 246.1K | $13.1M | −$149.9K | Added$859.1K |
| Caldwell Trust Co | 245.8K | $13.1M | −$157.2K | Added$250.8K |
| Rockefeller Capital Management L.P. | 241K | $12.8M | −$159K | Cut−$27.6M |
| FIRST TRUST ADVISORS LP | 235.9K | $12.6M | −$141.9K | Added$973.7K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 235.4K | $12.5M | −$154.5K | Cut−$60.4M |
| Steward Partners Investment Advisory, LLC | 226.6K | $12.1M | −$140.9K | Added$552.5K |
| ANCHOR CAPITAL ADVISORS LLC | 221.1K | $11.8M | −$145.2K | Cut−$86.8K |
| Creative Planning | 217.9K | $11.6M | −$93.1K | Added$3.99M |
| NAPLES GLOBAL ADVISORS, LLC | 215.3K | $11.5M | −$121.2K | Added$1.57M |
| Mittelman Wealth Management | 213.9K | $11.4M | −$129.5K | Added$808.4K |
| North Dakota State Investment Board | 212K | $11.3M | −$139.9K | Cut−$139.9K |
| Mendota Financial Group, LLC | 208.7K | $11.1M | −$137.7K | Cut−$133.4K |
| TPG Financial Advisors, LLC | 207.9K | $11.1M | −$132.3K | Added$264.7K |
| JMAC ENTERPRISES LLC | 205K | $10.9M | −$132.3K | Added$111.2K |
| SEMITAM BONAM LLC | 204.7K | $10.9M | −$125.5K | Added$646K |
| HIGHLINE WEALTH PARTNERS LLC | 204.7K | $10.9M | −$118.2K | Added$1.24M |
| Galvin, Gaustad & Stein, LLC | 202.1K | $10.8M | −$133.4K | Cut−$3.18M |
| WESPAC Advisors SoCal, LLC | 201.9K | $10.7M | −$130K | Added$126.8K |
| Sigma Planning Corp | 201.5K | $10.7M | −$133K | Cut−$6.88M |
| Carl P. Sherr & Co., LLC | 201.2K | $10.7M | −$159K | Cut−$210.9K |
| TICINO WEALTH | 182.3K | $10.5M | $300K | Added$5.99M |
| Prime Capital Investment Advisors, LLC | 196.8K | $10.5M | −$129.8K | Cut−$816.7K |
| NorthRock Partners, LLC | 196.2K | $10.4M | −$126K | Added$160.1K |
| FIRST AMERICAN TRUST, FSB | 191.1K | $10.2M | −$114.1K | Added$853.8K |
| Private Advisor Group, LLC | 191K | $10.2M | −$102.3K | Added$1.81M |
| Burns Matteson Capital Management, LLC | 187.9K | $10M | −$110.4K | Added$985.2K |
| AMJ Financial Wealth Management | 187.2K | $9.96M | −$123.6K | Cut−$130.6K |
| Smith Salley Wealth Management | 185.7K | $9.88M | −$89.3K | Added$2.6M |
| Freestate Advisors LLC | 179.5K | $9.55M | −$117.9K | Cut−$70.3K |
| NewSquare Capital LLC | 178.6K | $9.5M | — | New |
| LaSalle St. Investment Advisors, LLC | 177K | $9.42M | $9.41M | Added$9.41M |
| CITIGROUP INC | 173.2K | $9.22M | −$114.3K | Cut−$3.37M |
| REBALANCE, LLC | 171.2K | $9.11M | −$109K | Added$208.7K |
| Sumitomo Mitsui Trust Group, Inc. | 170K | $9.05M | −$112.2K | Cut−$5.12M |
| Compound Planning, Inc. | 168.9K | $8.99M | −$111.4K | Cut−$3.3M |
| THEORY FINANCIAL LLC | 168.3K | $8.96M | −$134.7K | Cut−$228.7K |
| DAVENPORT & Co LLC | 167.1K | $8.89M | −$107.2K | Added$148.4K |
| Empowered Funds, LLC | 166.7K | $8.84M | — | New |
| NATIONAL BANK OF CANADA /FI/ | 163.6K | $8.7M | −$100.1K | Added$658.5K |
| CoreCap Advisors, LLC | 162.5K | $8.65M | −$101.1K | Added$394.2K |
| EP Wealth Advisors, LLC | 158K | $8.41M | −$24.6K | Added$6.4M |
| Asio Capital, LLC | 155.9K | $8.3M | −$102.5K | Cut−$71.3K |
| Goldstone Financial Group, LLC | 155.1K | $8.25M | −$102.4K | Cut−$214.5K |
| Phoenix Financial Ltd. | 154.1K | $8.2M | −$93.9K | Added$339.7K |
| Prasad Wealth Partners, LLC | 151.5K | $8.06M | −$92.3K | Added$525.9K |
| BECKER CAPITAL MANAGEMENT INC | 151.2K | $8.05M | −$56.7K | Added$3.41M |
| OPPENHEIMER & CO INC | 149.4K | $7.95M | −$96.9K | Added$39.9K |
| LEUTHOLD GROUP, LLC | 147.7K | $7.86M | −$97.5K | Cut−$152.5K |
| Destination Wealth Management | 143.4K | $7.63M | −$89.7K | Added$312.5K |
| D L CARLSON INVESTMENT GROUP INC | 139.4K | $7.42M | −$92K | Cut−$4.52M |
| STEPHENS INC /AR/ | 134.5K | $7.16M | −$88.8K | Cut−$125.5K |
| Darrow Company, Inc. | 131.9K | $7.02M | −$91.2K | Cut−$57.7K |
| Invera Wealth Advisors, LLC | 131K | $6.97M | −$85.7K | Cut−$24.6K |
| Kestra Advisory Services, LLC | 127.8K | $6.8M | −$71.4K | Added$975K |
| PRUDENTIAL FINANCIAL INC | 127.4K | $6.78M | — | New |
| Hennion & Walsh Asset Management, Inc. | 123K | $6.55M | −$81.2K | Cut−$176K |
| Balance Wealth, LLC | 120.8K | $6.43M | −$78.7K | Added$3.48K |
| Systelligence, LLC | 120.8K | $6.43M | — | New |
| JB Capital LLC | 118.9K | $6.33M | −$78.5K | Cut−$250.1K |
| Goelzer Investment Management, Inc. | 117.2K | $6.24M | −$74.3K | Added$170.8K |
| Farther Finance Advisors, LLC | 116.9K | $6.2M | −$87.1K | Added$614.8K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 114.5K | $6.1M | −$75.6K | Cut−$174K |
| Winthrop Partners - WNY, LLC | 114.5K | $6.09M | −$75.2K | Cut−$45.5K |
| City State Bank | 113.2K | $6.03M | −$66.7K | Added$584K |
| CAPTRUST FINANCIAL ADVISORS | 111.3K | $5.92M | −$37.7K | Added$2.84M |
| Manhattan West Asset Management, LLC | 108.8K | $5.79M | −$61.3K | Added$785.1K |
| One Wealth Map LLC | 107.9K | $5.73M | −$68K | Cut−$93.2K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 106K | $5.64M | −$70K | Cut−$145.4K |
| PLANWISER FINANCIAL, LLC | 100.1K | $5.37M | −$7.83K | Added$4.16M |
| CONNING INC. | 100.8K | $5.36M | −$66.5K | Cut−$66.5K |
| Waverly Advisors, LLC | 100.2K | $5.33M | −$66K | Cut−$52K |
| LFA - Lugano Financial Advisors SA | 98.3K | $5.19M | −$100K | Added$271.9K |
| KINTRA WEALTH, LLC | 97.3K | $5.18M | −$64.2K | Cut−$1.79M |
| Shelter Mutual Insurance Co | 97.2K | $5.17M | −$66.1K | Cut−$66.1K |
| Herold Advisors, Inc. | 96.8K | $5.15M | −$54.3K | Added$718.7K |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 96.6K | $5.14M | −$63.8K | Cut−$119.1K |
| HM PAYSON & CO | 94.5K | $5.03M | −$62.4K | Cut−$62.4K |
| Banco Santander, S.A. | 94K | $5M | −$47.3K | Added$1.15M |
| Maia Wealth LLC | 93.6K | $4.98M | −$69.2K | Added$1.16M |
| RiverFront Investment Group, LLC | 93.3K | $4.96M | −$39K | Added$1.78M |
| CVS HEALTH Corp | 92.8K | $4.94M | −$61.2K | Cut−$61.2K |
| MV CAPITAL MANAGEMENT, INC. | 92.4K | $4.92M | −$61K | Cut−$507.6K |
| CIBC Bancorp USA Inc. | 90.2K | $4.8M | — | Held |
| Checchi Capital Advisers, LLC | 90.2K | $4.8M | −$59.5K | Cut−$837.4K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 89.5K | $4.76M | −$62K | Cut−$352.9K |
| Veridan Wealth LLC | 89.3K | $4.75M | −$58.5K | Cut−$27.8K |
| Kingsview Wealth Management, LLC | 88.4K | $4.7M | −$52.8K | Added$395.4K |
| Focus Partners Advisor Solutions, LLC | 86.7K | $4.61M | −$23.2K | Added$2.72M |
| INDEPENDENT FINANCIAL GROUP, LLC | 86.4K | $4.6M | −$55.8K | Added$40.2K |
| OPPENHEIMER ASSET MANAGEMENT INC. | 85.9K | $4.57M | −$49.5K | Added$529.3K |
| Stratos Investment Management, LLC | 85.3K | $4.54M | −$50.4K | Added$424K |
| Agate Pass Investment Management, LLC | 84K | $4.47M | −$52.6K | Added$180.9K |
| Blue Trust, Inc. | 82.5K | $4.39M | −$46.8K | Added$573.9K |
| Vise Technologies, Inc. | 81.1K | $4.37M | $0 | Held |
| 1832 Asset Management L.P. | 80.6K | $4.29M | −$53.2K | Cut−$293.6K |
| Per Stirling Capital Management, LLC. | 80.4K | $4.28M | −$52.4K | Added$2.43K |
| Breakwater Capital Group | 78K | $4.15M | −$50.2K | Added$50.5K |
| PEOPLES BANK /OH | 77.2K | $4.11M | −$50.9K | Cut−$49.3K |
| Van Hulzen Asset Management, LLC | 76.5K | $4.07M | −$50.5K | Cut−$184.4K |
| Illumine Investment Management, LLC | 76.2K | $4.05M | −$50.3K | Cut−$63.5K |
| CONSILIO WEALTH ADVISORS, LLC | 75.5K | $4.02M | −$49.8K | Cut−$95.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 75.3K | $4.01M | — | New |
| Fiduciary Alliance LLC | 74K | $3.96M | −$18.7K | Added$484K |
| JAMES INVESTMENT RESEARCH, INC. | 73.8K | $3.93M | −$48.7K | Cut−$151.7K |
| Center For Asset Management LLC | 73.3K | $3.9M | −$43.9K | Added$320.8K |
| YHB Investment Advisors, Inc. | 72.5K | $3.86M | −$18.1K | Added$2.38M |
| Wealthstar Advisors, LLC | 70.3K | $3.74M | −$46.3K | Cut−$239.9K |
| Chesley Taft & Associates LLC | 70.3K | $3.74M | −$45.9K | Cut−$10.3K |
| FORTE ASSET MANAGEMENT LLC | 69.6K | $3.7M | −$44.6K | Added$62.2K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 69K | $3.67M | −$50.4K | Cut−$126.5K |
| Smartleaf Asset Management LLC | 68.4K | $3.62M | −$75.9K | Cut−$648.2K |
| Procyon Advisors, LLC | 67.4K | $3.59M | −$44.5K | Cut−$126.8K |
| SWS Partners | 67.2K | $3.58M | −$44.4K | Cut−$81.3K |
| PW ADVISORS, LLC \ FL | 66.8K | $3.56M | −$23.2K | Added$1.67M |
| Private Advisory Group LLC | 66.7K | $3.55M | — | New |
| DMC Group, LLC | 64.9K | $3.46M | −$42.9K | Cut−$106.8K |
| HSBC HOLDINGS PLC | 64.6K | $3.44M | −$42.4K | Cut−$26.1K |
| Israel Discount Bank of New York | 60.6K | $3.22M | −$26.2K | Added$1.08M |
| Great Diamond Partners, LLC | 60.5K | $3.22M | −$35.5K | Added$321.1K |
| SCS Capital Management LLC | 58.9K | $3.14M | −$38.9K | Cut−$38.9K |
| KINGSWOOD WEALTH ADVISORS, LLC | 58.9K | $3.13M | −$32.7K | Added$470.8K |
| Ackerman Capital Advisors, LLC | 58.4K | $3.11M | −$36.5K | Added$125.2K |
| &PARTNERS | 58.4K | $3.11M | −$151.7K | Added$1.57M |
| Envestnet Portfolio Solutions, Inc. | 58.2K | $3.1M | −$38.4K | Cut−$12M |
| AMG National Trust Bank | 57.8K | $3.08M | −$34.7K | Added$247.1K |
| ADVISORY RESEARCH INC | 57.8K | $3.07M | −$38.1K | Cut−$38.1K |
| Eagle Wealth Advisors LLC | 55K | $2.93M | −$21.6K | Added$1.17M |
| Kensington Asset Management, LLC | 52.5K | $2.79M | −$43K | Cut−$43K |
| Concurrent Investment Advisors, LLC | 52.1K | $2.77M | −$32.6K | Added$107.8K |
| PARSONS CAPITAL MANAGEMENT INC/RI | 52K | $2.77M | −$31.2K | Added$222K |
| Beacon Pointe Advisors, LLC | 51.5K | $2.74M | −$5.13K | Added$2.32M |
| Courage Miller Partners, LLC | 51.4K | $2.73M | −$33.5K | Cut−$2.59K |
| Private Wealth Management Group, LLC | 51.3K | $2.73M | −$33.8K | Cut−$112.8K |
| Gateway Wealth Partners, LLC | 50.1K | $2.66M | — | New |
| Hilltop Holdings Inc. | 49.9K | $2.66M | −$32.9K | Cut−$98.7K |
| Fisher Asset Management, LLC | 49.6K | $2.64M | −$32.7K | Cut−$220.8K |
| UMB Bank, n.a. | 48.7K | $2.59M | −$32.1K | Cut−$207.1K |
| Ballentine Partners, LLC | 48.6K | $2.59M | −$31.9K | Cut−$18K |
| Apollon Wealth Management, LLC | 48K | $2.55M | −$6.31K | Added$2.04M |
| TAGStone Capital, Inc. | 47.8K | $2.55M | −$29.2K | Added$160.6K |
| Onyx Bridge Wealth Group LLC | 47.7K | $2.54M | −$31.5K | Cut−$4.57M |
| Tranquilli Financial Advisor LLC | 47.7K | $2.54M | −$31.5K | Cut−$212.4K |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 46.3K | $2.46M | −$13.5K | Added$1.36M |
| MGO ONE SEVEN LLC | 45.9K | $2.44M | −$25.6K | Added$343.8K |
| IHT Wealth Management, LLC | 45.8K | $2.44M | −$26.4K | Added$283.2K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 45.6K | $2.43M | −$29.5K | Added$20.4K |
| Outlook Wealth Advisors, LLC | 45.3K | $2.41M | — | New |
| Dynamic Advisor Solutions LLC | 44.4K | $2.36M | −$27.6K | Added$110.8K |
Who left
- CAPSTONE INVESTMENT ADVISORS, LLC$17.6M
- NewEdge Advisors, LLC$12.8M
- CAPITAL INSIGHT PARTNERS, LLC$7.66M
- RETIREMENT FINANCIAL SOLUTIONS, LLC$4.39M
- Pilgrim Partners Asia Pte Ltd$2.59M
- First International Bank of Israel Ltd.$1.22M
- Diversify Advisory Services, LLC$1.15M
- MISSION WEALTH MANAGEMENT, LP$1.06M
- VISTA INVESTMENT PARTNERS II, LLC$957.8K
- J.W. COLE ADVISORS, INC.$879.6K
- STEVENS CAPITAL PARTNERS$604.8K
- Lineweaver Wealth Advisors, LLC$562.9K
- Omega Financial Group, LLC$475.7K
- CHANNEL WEALTH LLC$475.7K
- Trivium Point Advisory, LLC$473.3K
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.