Stock
Reported value
$15.5B
Holders
1,010
+69 new · −71 exited
Holders’ est. mark
−$70.9M
Price effect on 245 books still in the name
Largest holder
$1.3B
NORTHERN TRUST CORP
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $28.6M
- Fidelity0.0% · $123.4M
- Citadel0.0% · $887.5K
- Icahn Capital0.0% · $208.5K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| NORTHERN TRUST CORP | 24.7M | $1.3B | −$7.85M | Added$3.22M |
| Matson Money. Inc. | 14.9M | $782.6M | −$4.52M | Added$35.8M |
| BlackRock, Inc. | 12.7M | $669.6M | −$3.79M | Added$42.6M |
| EP Wealth Advisors, LLC | 11.7M | $616M | −$3.37M | Added$59.9M |
| AMERIPRISE FINANCIAL INC | 10.4M | $550.5M | −$6.13M | Cut−$152.8M |
| BANK OF AMERICA CORP /DE/ | 9.01M | $473.4M | −$2.51M | Added$58.6M |
| MORGAN STANLEY | 8.95M | $470.3M | −$2.75M | Added$15.7M |
| ENVESTNET ASSET MANAGEMENT INC | 7M | $368M | −$1.92M | Added$50.1M |
| BARINGS LLC | 6.84M | $359.5M | −$2.19M | Cut−$2.19M |
| GOLDMAN SACHS GROUP INC | 6.13M | $322.3M | −$1.96M | Cut−$159.2M |
| Pure Financial Advisors, LLC | 6.09M | $320.2M | −$1.8M | Added$22.2M |
| UBS Group AG | 5.5M | $289.2M | −$1.58M | Added$27.4M |
| CAPTRUST FINANCIAL ADVISORS | 5.49M | $288.4M | −$1.55M | Added$32.5M |
| ALLSTATE CORP | 4.96M | $260.8M | −$1.59M | Cut−$17.6M |
| WELLS FARGO & COMPANY/MN | 4.69M | $246.3M | −$1.17M | Added$53.2M |
| RAYMOND JAMES FINANCIAL INC | 4.21M | $221.5M | −$1.22M | Added$19.4M |
| STIFEL FINANCIAL CORP | 4.14M | $217.4M | −$1.12M | Added$33M |
| PNC Financial Services Group, Inc. | 3.81M | $200.5M | −$1.21M | Added$221.3K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.8M | $199.6M | −$1.22M | Cut−$387M |
| Members Trust Co | 3.24M | $170.5M | −$979.5K | Added$8.67M |
| Focus Partners Wealth | 3.05M | $161M | −$144.7K | Added$48.9M |
| LPL Financial LLC | 3M | $157.8M | −$956.2K | Cut−$230.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.98M | $156.4M | −$907.8K | Added$6.4M |
| PRUDENTIAL FINANCIAL INC | 2.46M | $129.2M | −$126.4K | Added$108.3M |
| TRUIST FINANCIAL CORP | 2.42M | $127M | −$740.2K | Added$4.69M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 2.41M | $126.6M | −$743.3K | Added$3.78M |
| Fidelity | 2.35M | $123.4M | −$751.5K | Cut−$2.71M |
| ROYAL BANK OF CANADA | 2.13M | $112M | −$676.6K | Added$287K |
| Composition Wealth, LLC | 2.08M | $109.3M | −$619.4K | Added$6.94M |
| Point72 Asset Management, L.P. | 2.03M | $106.6M | −$601.1K | Added$7.28M |
| KEYBANK NATIONAL ASSOCIATION/OH | 1.95M | $102.7M | −$578.3K | Added$7.18M |
| Haverford Trust Co | 1.94M | $101.7M | −$589.3K | Added$4.32M |
| HighTower Advisors, LLC | 1.83M | $96.1M | −$566.5K | Added$2.51M |
| Busey Bank | 1.82M | $95.7M | −$576.7K | Added$430.5K |
| Parkside Investments, LLC | 1.76M | $92.7M | −$513.6K | Added$7.81M |
| Williams Jones Wealth Management, LLC. | 1.75M | $92M | −$557.4K | Cut−$105.8K |
| MAI Capital Management | 1.72M | $90.5M | −$503.1K | Added$7.38M |
| ASSETMARK, INC | 1.69M | $88.9M | −$515.2K | Added$3.78M |
| MML INVESTORS SERVICES, LLC | 1.6M | $83.9M | −$510.9K | Cut−$2.14M |
| One Capital Management, LLC | 1.57M | $82.6M | −$440.2K | Added$9.88M |
| RiverFront Investment Group, LLC | 1.56M | $81.8M | −$437.8K | Added$9.43M |
| Destination Wealth Management | 1.55M | $81.4M | −$480.2K | Added$2.03M |
| JPMORGAN CHASE & CO | 1.48M | $77.7M | −$682.1K | Cut−$69.2M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.46M | $76.8M | −$453.5K | Added$1.81M |
| Cetera Investment Advisers | 1.37M | $71.9M | −$413.5K | Added$3.51M |
| Mariner, LLC | 1.34M | $70.6M | −$419.7K | Added$1.21M |
| US BANCORP \DE\ | 1.29M | $68M | −$400.3K | Added$1.84M |
| SONA ASSET MANAGEMENT (US) LLC | 1.25M | $65.9M | −$401.4K | Cut−$54.1M |
| BANK OF MONTREAL /CAN/ | 1.11M | $58.2M | −$270.5K | Added$13.5M |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1.04M | $54.6M | −$332.7K | Cut−$1.1M |
| PALISADE CAPITAL MANAGEMENT, LP | 1.01M | $53M | −$219.6K | Added$16.7M |
| Dakota Wealth Management | 991.2K | $52.1M | −$295.2K | Added$3.32M |
| TD PRIVATE CLIENT WEALTH LLC | 987.7K | $51.9M | −$260.9K | Added$8.8M |
| Sumitomo Mitsui Trust Group, Inc. | 987K | $51.9M | −$315.8K | Cut−$6M |
| GREENWOOD GEARHART INC | 985.5K | $51.8M | −$297.3K | Added$2.67M |
| BENJAMIN EDWARDS INC | 982.2K | $51.6M | −$172.1K | Added$23.2M |
| Kestra Advisory Services, LLC | 966.2K | $50.8M | −$94.3K | Added$35.2M |
| Cerity Partners LLC | 950.9K | $50M | −$282.5K | Added$3.29M |
| Zurich Insurance Group Ltd/FI | 894.3K | $47M | −$268.3K | Cut−$268.3K |
| Bangor Savings Bank | 871.1K | $45.8M | −$269.3K | Added$1.28M |
| CUTLER INVESTMENT COUNSEL LLC | 853.1K | $44.8M | −$268.9K | Added$395.9K |
| Fiduciary Trust Co | 846K | $44.5M | −$270.7K | Cut−$721K |
| RITHOLTZ WEALTH MANAGEMENT | 821K | $43.2M | −$249.5K | Added$1.92M |
| Pathstone Holdings, LLC | 791.1K | $41.6M | −$244.4K | Added$1.19M |
| PDS Planning, Inc | 768.5K | $40.4M | −$233.4K | Added$1.82M |
| Stockman Wealth Management, Inc. | 735.7K | $38.7M | −$215.7K | Added$3.02M |
| Clearwater Capital Advisors, LLC | 734.4K | $38.6M | −$235K | Cut−$2.08M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 730K | $38.3M | −$330K | Added$2.64M |
| Nelson Capital Management, LLC | 724.9K | $38.1M | −$211.4K | Added$3.17M |
| OSAIC HOLDINGS, INC. | 689.3K | $36.2M | −$223K | Cut−$10.4M |
| Parallel Advisors, LLC | 655.5K | $34.5M | −$149.7K | Added$19.3M |
| Schaeffer Financial LLC | 649.4K | $34.1M | −$195.2K | Added$1.87M |
| Rockefeller Capital Management L.P. | 647.2K | $34M | −$199.8K | Added$1.01M |
| MONOGRAPH WEALTH ADVISORS, LLC | 636.6K | $33.5M | −$180.8K | Added$3.58M |
| Envestnet Portfolio Solutions, Inc. | 620.3K | $32.6M | −$198.5K | Cut−$638.3K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 602.5K | $31.7M | −$176.6K | Added$2.47M |
| ARKANSAS FINANCIAL GROUP, INC. | 589.5K | $31M | −$200.4K | Cut−$762.3K |
| Kovitz Investment Group Partners, LLC | 582.9K | $30.6M | −$90.1K | Added$15.7M |
| NewSquare Capital LLC | 580.2K | $30.5M | −$166.6K | Added$2.97M |
| Chicago Partners Investment Group LLC | 569.8K | $30M | −$171.2K | Added$2.52M |
| Prime Capital Investment Advisors, LLC | 569.2K | $29.9M | −$177.5K | Added$587.1K |
| STEPHENS INC /AR/ | 565.7K | $29.7M | −$181K | Cut−$724.2K |
| Renaissance Technologies | 544.6K | $28.6M | −$28.2K | Added$24M |
| Klaas Financial Asset Advisors, LLC | 538.5K | $28.3M | −$172.3K | Cut−$27.7M |
| Bank of New York Mellon Corp | 520K | $27.3M | −$142K | Added$3.86M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 514.9K | $27M | −$178.3K | Cut−$2.78M |
| OneDigital Investment Advisors LLC | 509K | $26.8M | −$162.9K | Cut−$1.16M |
| Beacon Pointe Advisors, LLC | 500.7K | $26.3M | −$160.3K | Cut−$1.11M |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 489.8K | $25.7M | −$198.9K | Cut−$1.37M |
| Baird Financial Group, Inc. | 484.6K | $25.5M | −$124K | Added$4.98M |
| DT Investment Partners, LLC | 477.4K | $25.1M | −$152K | Cut−$26.7K |
| Lutz Financial Services LLC | 475.2K | $25M | −$152K | Cut−$764.7K |
| Fiduciary Group, LLC | 473.6K | $24.9M | −$144.8K | Added$967.7K |
| Wellington Grp LLC | 470.3K | $24.7M | −$137.9K | Added$1.93M |
| AE Wealth Management LLC | 453.3K | $23.8M | −$91.4K | Added$8.73M |
| LAZARD ASSET MANAGEMENT LLC | 447.4K | $23.5M | −$142.4K | Cut−$9.79K |
| Courage Miller Partners, LLC | 447.3K | $23.5M | −$139.5K | Added$461.4K |
| Blue Fin Capital, Inc. | 440.3K | $23.1M | −$130.1K | Added$1.65M |
| Ameliora Wealth Management Ltd. | 439.7K | $23.1M | −$67.3K | Added$12M |
| FIRST AMERICAN TRUST, FSB | 436.9K | $23M | −$70.2K | Added$11.4M |
| Strategic Investment Advisors / MI | 433.3K | $22.8M | −$112.5K | Added$3.86M |
| BAR HARBOR WEALTH MANAGEMENT | 427.6K | $22.5M | −$131.1K | Added$806.6K |
| IFP Advisors, Inc | 427.1K | $22.5M | −$125.8K | Added$1.66M |
| JACOBSON & SCHMITT ADVISORS, LLC | 414.3K | $21.8M | −$128.3K | Added$566K |
| FIRST CITIZENS BANK & TRUST CO | 392K | $20.6M | −$115.2K | Added$1.56M |
| Creative Planning | 390.7K | $20.5M | −$103.8K | Added$3.38M |
| JBGlobal.com LLC | 383.3K | $20.1M | −$120K | Added$311.6K |
| Astoria Strategic Wealth, Inc. | 380.8K | $20M | −$119.4K | Added$283.8K |
| Northstar Advisory Group, LLC | 378.6K | $19.9M | −$84K | Added$6.02M |
| Amtrust Financial Services, Inc. | 367.8K | $19.3M | −$117.7K | Cut−$117.7K |
| Alley Investment Management Company, LLC | 367.4K | $19.3M | −$114.6K | Added$377.1K |
| PRESILIUM PRIVATE WEALTH, LLC | 363.9K | $19.1M | −$110.2K | Added$913.4K |
| ATWOOD & PALMER INC | 357.2K | $18.8M | −$111.7K | Added$325K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 346.8K | $18.2M | −$113.4K | Cut−$551.5K |
| Elevate Capital Advisors, LLC | 346K | $18.2M | −$76.8K | Added$5.49M |
| GUGGENHEIM CAPITAL LLC | 345.3K | $18.1M | −$108.8K | Added$165.9K |
| Steward Partners Investment Advisory, LLC | 344.7K | $18.1M | −$107.1K | Added$415.1K |
| Discipline Wealth Solutions, LLC | 342.5K | $18M | −$102.6K | Added$1.05M |
| Alesco Advisors LLC | 339.7K | $17.9M | −$90.7K | Added$2.87M |
| Black Diamond Financial, LLC | 338.1K | $17.8M | −$97.4K | Added$1.67M |
| North Dakota State Investment Board | 335.3K | $17.6M | — | New |
| ANCHOR CAPITAL ADVISORS LLC | 328.6K | $17.3M | −$102.5K | Added$341K |
| Johns Hopkins University | 321.9K | $16.9M | −$103K | Cut−$103K |
| Gemmer Asset Management LLC | 315.8K | $16.6M | −$16.7K | Added$13.8M |
| Arax Advisory Partners | 302.7K | $15.9M | −$96.9K | Cut−$32.7M |
| Summit Wealth Partners, LLC | 302.6K | $15.9M | −$94.1K | Added$355K |
| Ensign Peak Advisors, Inc | 300K | $15.8M | −$96K | Cut−$96K |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 295.1K | $15.5M | −$94.4K | Cut−$4.57M |
| CVS HEALTH Corp | 294.4K | $15.5M | −$30.2K | Added$10.5M |
| KWMG, LLC | 294.1K | $15.5M | −$89.1K | Added$723.6K |
| Prosperity Planning, Inc. | 293K | $15.4M | −$88K | Added$847.9K |
| CARY STREET PARTNERS FINANCIAL LLC | 292.2K | $15.4M | −$86.5K | Added$1.06M |
| Caldwell Trust Co | 284.6K | $15M | −$85K | Added$905.1K |
| Stratos Wealth Partners, LTD. | 283.1K | $14.9M | −$90.6K | Cut−$983.6K |
| CWM, LLC | 281K | $14.8M | $13.9M | Added$14.8M |
| Mitsubishi UFJ Trust & Banking Corp | 278.8K | $14.7M | −$89.2K | Cut−$89.2K |
| Summit Financial, LLC | 277.6K | $14.6M | −$88.8K | Cut−$1.74M |
| CHOREO, LLC | 274.3K | $14.4M | −$74.6K | Added$3.73M |
| HALL CAPITAL MANAGEMENT CO INC | 269.2K | $14.2M | −$71.6K | Added$1.09M |
| ABLE Financial Group, LLC | 268.5K | $14.1M | −$75.3K | Added$1.67M |
| Disciplina Capital Management LLC | 267.7K | $14.1M | −$74.5K | Added$1.76M |
| Secure Asset Management, LLC | 265.8K | $14M | −$76.5K | Added$1.33M |
| Bernardo Wealth Planning LLC | 265.3K | $13.9M | −$82.5K | Added$317.6K |
| Gradient Investments LLC | 265.1K | $13.9M | −$79.5K | Added$785.5K |
| Wharton Business Group, LLC | 263.4K | $13.8M | −$70.8K | Added$2.13M |
| TCTC Holdings, LLC | 258.8K | $13.6M | −$82.8K | Cut−$96.1K |
| Fortis Capital Management LLC | 257.3K | $13.5M | −$82.3K | Cut−$72.2K |
| MTC Wealth Management LLC | 255.4K | $13.4M | −$74.7K | Added$1.08M |
| Goelzer Investment Management, Inc. | 253.7K | $13.3M | −$79.1K | Added$274.9K |
| Smith Salley Wealth Management | 250.1K | $13.1M | −$75K | Added$748.2K |
| CIBC Bancorp USA Inc. | 247.2K | $13M | — | Held |
| NBT BANK N A /NY | 244.9K | $12.9M | −$104.1K | Cut−$194.6K |
| Sigma Planning Corp | 239.1K | $12.6M | −$73.7K | Added$385.5K |
| HUNTINGTON NATIONAL BANK | 234.5K | $12.3M | −$75K | Cut−$200.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 232.7K | $12.2M | −$44.9K | Added$4.82M |
| ROTHSCHILD INVESTMENT LLC | 232.6K | $12.2M | −$68.8K | Added$859.4K |
| D L CARLSON INVESTMENT GROUP INC | 232.5K | $12.2M | −$63.3K | Added$1.76M |
| Charter Oak Capital Management, LLC | 232.3K | $12.2M | −$74.4K | Cut−$638.8K |
| Vertex Investment Solutions Co., Ltd. | 229.8K | $12.1M | −$91.7K | Cut−$859.1K |
| MERCER GLOBAL ADVISORS INC /ADV | 228.1K | $12M | −$73K | Cut−$1.25M |
| FIFTH THIRD BANCORP | 227.4K | $12M | −$47.5K | Added$4.1M |
| FRANKLIN RESOURCES INC | 226.1K | $11.9M | −$65.8K | Added$1M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 225.1K | $11.8M | −$39.6K | Added$5.29M |
| SCOTIA CAPITAL INC. | 223.5K | $11.7M | −$53.1K | Added$2.97M |
| Sandy Cove Advisors, LLC | 215.4K | $11.3M | −$66.8K | Added$275.6K |
| Galilei Investment Office LLP | 214.9K | $11.3M | −$68.8K | Cut−$68.8K |
| Avior Wealth Management, LLC | 214.3K | $11.3M | −$68.5K | Cut−$49.5K |
| Hilton Capital Management, LLC | 213.8K | $11.2M | −$65.6K | Added$390.1K |
| REGIONS FINANCIAL CORP | 207.3K | $10.9M | −$60.2K | Added$939K |
| Pinnacle Financial Partners, Inc. | 206.8K | $10.9M | −$66.1K | Cut−$453K |
| Wealth Forward, LLC | 206.3K | $10.8M | −$65.3K | Added$49K |
| Kiker Wealth Management, LLC | 205.9K | $10.8M | −$2.95K | Added$10.3M |
| EQUITABLE TRUST CO | 205.8K | $10.8M | −$63.9K | Added$252.7K |
| Ballentine Capital Advisors, Inc | 204.6K | $10.8M | −$63.6K | Added$241.6K |
| DAVENPORT & Co LLC | 204.5K | $10.7M | −$58.5K | Added$1.09M |
| TICINO WEALTH | 187.5K | $10.6M | $408.5K | Added$4.73M |
| JANE STREET GROUP, LLC | 199.8K | $10.5M | — | New |
| JAMES INVESTMENT RESEARCH, INC. | 198.5K | $10.4M | −$63.5K | Cut−$426.7K |
| Wealthstar Advisors, LLC | 190.8K | $10M | −$61.1K | Cut−$111.1K |
| Powers Advisory Group, LLC | 189.3K | $9.95M | −$57.2K | Added$494.3K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 186.6K | $9.81M | −$59.7K | Cut−$49.8K |
| Mutual Advisors, LLC | 185.5K | $9.75M | −$59.3K | Cut−$18.6M |
| DELTA ASSET MANAGEMENT LLC/TN | 184K | $9.67M | −$58.9K | Cut−$81K |
| Waverly Advisors, LLC | 182.8K | $9.61M | −$57.7K | Added$64.9K |
| BlueSky Wealth Advisors, LLC | 181K | $9.51M | −$57.9K | Cut−$1.77M |
| TRUSTMARK BANK TRUST DEPARTMENT | 178.7K | $9.39M | −$56.4K | Added$71.3K |
| Kelsey Financial, LLC | 175K | $9.2M | −$55.8K | Cut−$21K |
| Artesa Financial Group, LLC | 174.6K | $9.18M | −$52.6K | Added$479.7K |
| JPL Wealth Management, LLC | 170.8K | $8.98M | −$51.7K | Added$434.5K |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 170.7K | $8.97M | — | Held |
| Larson Financial Group LLC | 167.9K | $8.82M | −$53.7K | Cut−$762.6K |
| BURNS J W & CO INC/NY | 167.8K | $8.82M | −$41.3K | Added$1.99M |
| Heck Capital Advisors, LLC | 166.9K | $8.77M | −$53.4K | Cut−$2.09M |
| Procyon Advisors, LLC | 166.9K | $8.77M | −$53.4K | Cut−$882.3K |
| 1832 Asset Management L.P. | 165.1K | $8.68M | −$52.8K | Cut−$28.1M |
| Compound Planning, Inc. | 164.3K | $8.64M | −$52.6K | Cut−$1.13M |
| DIMENSION CAPITAL MANAGEMENT LLC | 161.5K | $8.49M | −$51.7K | Cut−$202.2K |
| OPPENHEIMER & CO INC | 158.6K | $8.33M | −$50.4K | Added$10.7K |
| Crestwood Advisors Group, LLC | 158K | $8.3M | −$51.5K | Cut−$164.6K |
| TD Asset Management Inc | 157.1K | $8.26M | −$50.3K | Cut−$50.3K |
| Dynamic Advisor Solutions LLC | 153.1K | $8.05M | −$48.3K | Added$62.1K |
| WOODMONT INVESTMENT COUNSEL LLC | 151.4K | $7.96M | −$48.4K | Cut−$119.9K |
| PROFFITT & GOODSON INC | 150.1K | $7.89M | −$48K | Cut−$1.18M |
| JONES FINANCIAL COMPANIES LLLP | 150K | $7.85M | −$61.5K | Added$2.14M |
| SEMITAM BONAM LLC | 148.6K | $7.81M | −$44.7K | Added$437.3K |
| Integrated Wealth Concepts LLC | 146.1K | $7.68M | −$25.2K | Added$3.52M |
| BCS Private Wealth Management, Inc. | 145.9K | $7.67M | −$46.7K | Cut−$88.2K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 145.2K | $7.61M | −$74.1K | Cut−$74.1K |
| SeaBridge Investment Advisors LLC | 141.4K | $7.43M | −$44.6K | Added$65.3K |
| Mendota Financial Group, LLC | 140.2K | $7.37M | −$44.4K | Added$27.3K |
| Marmo Financial Group, LLC | 139K | $7.31M | −$44.5K | Cut−$232.8K |
| Capital Investment Counsel, LLC | 135.2K | $7.11M | −$43.2K | Cut−$83.3K |
| Clear Retirement Advice LLC | 133K | $6.99M | −$39.9K | Cut−$29.4K |
| AXXCESS WEALTH MANAGEMENT, LLC | 131.7K | $6.92M | −$42.1K | Cut−$594.1K |
| OPPENHEIMER ASSET MANAGEMENT INC. | 130.2K | $6.84M | −$37.3K | Added$676.8K |
| Aptus Capital Advisors, LLC | 129.8K | $6.82M | −$37.8K | Added$571.8K |
| HSBC HOLDINGS PLC | 127.4K | $6.7M | −$40.8K | Cut−$583.2K |
| BANK OF NOVA SCOTIA | 125.1K | $6.58M | — | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 125K | $6.57M | −$38.3K | Added$235K |
| Mittelman Wealth Management | 124.7K | $6.55M | −$39.9K | Cut−$633.8K |
| HANCOCK WHITNEY CORP | 123.5K | $6.49M | −$38.5K | Cut−$241K |
| Capital Investment Services of America, Inc. | 122.6K | $6.45M | −$39.2K | Cut−$134.8K |
| CROBAN | 121K | $6.36M | −$36.9K | Added$265K |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 120.6K | $6.34M | −$38.6K | Cut−$99.2K |
| INVESTMENT PARTNERS, LTD. | 119.7K | $6.29M | −$36.1K | Added$319.4K |
| UNITED BANK | 118.5K | $6.23M | −$33.4K | Added$712.4K |
| AMARA FINANCIAL, LLC. | 116.6K | $6.13M | −$34.1K | Added$500.4K |
| DAVIS R M INC | 111.7K | $5.87M | −$35.8K | Cut−$759.9K |
| Shore Point Advisors, LLC | 122.9K | $5.83M | −$372.9K | Added$105.4K |
| Private Advisor Group, LLC | 110.3K | $5.8M | −$35.3K | Cut−$61.2K |
| Union Bancaire Privee, UBP SA | 112.1K | $5.79M | −$20.2K | Added$159.1K |
| BLAIR WILLIAM & CO/IL | 110.2K | $5.79M | −$33.1K | Added$317K |
| Mirae Asset Global Investments Co., Ltd. | 109K | $5.73M | −$33.6K | Added$176.6K |
| SHERMAN PORFOLIOS, LLC | 108.6K | $5.71M | −$34.1K | Added$67.3K |
| PINKERTON WEALTH, LLC | 107.8K | $5.7M | $19 | Cut−$319.3K |
| KMG FIDUCIARY PARTNERS, LLC | 108.3K | $5.69M | −$32.5K | Added$325.4K |
| TABLEAUX LLC | 107.6K | $5.66M | −$159.4K | Added$1.9M |
| Providence Capital Advisors, LLC | 106.1K | $5.58M | −$32.6K | Added$182.1K |
| Outlook Wealth Advisors, LLC | 106.1K | $5.57M | −$36.9K | Cut−$613.6K |
| CWA Asset Management Group, LLC | 104.8K | $5.51M | −$33.5K | Cut−$218.8K |
| Meridian Wealth Management, LLC | 104.7K | $5.5M | −$33.5K | Cut−$140K |
| Diversified Portfolios, Inc. | 102.6K | $5.39M | −$32.8K | Cut−$36.3K |
| Grey Ledge Advisors, LLC | 101.4K | $5.33M | −$30.8K | Added$249.7K |
| Sanctuary Advisors, LLC | 101.3K | $5.33M | −$32.4K | Cut−$1.48M |
| L. Roy Papp & Associates, LLP | 100.1K | $5.26M | −$21.6K | Added$1.69M |
| Crescent Grove Advisors, LLC | 99.4K | $5.23M | −$30.2K | Added$242.2K |
| Trinity Legacy Partners, LLC | 98.8K | $5.2M | −$20.1K | Added$145.3K |
| Roundview Capital LLC | 99K | $5.2M | −$31.5K | Cut−$7.99K |
| PARSONS CAPITAL MANAGEMENT INC/RI | 96.5K | $5.07M | −$26.7K | Added$659.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 96.1K | $5.05M | −$20.3K | Added$1.69M |
Who left
- Legal & General Group Plc$30.1M
- NewEdge Advisors, LLC$9.75M
- SEVEN MILE ADVISORY$3.82M
- Permanens Capital L.P.$1.97M
- MATTERN CAPITAL MANAGEMENT, LLC$1.53M
- Ballentine Partners, LLC$1.41M
- Diversify Advisory Services, LLC$1.36M
- TritonPoint Partners, LLC$1.2M
- CAPITAL INSIGHT PARTNERS, LLC$1.09M
- DecisionMap Wealth Management, LLC$1.02M
- J.W. COLE ADVISORS, INC.$853.1K
- First International Bank of Israel Ltd.$819.5K
- IFG Advisory, LLC$801.1K
- Alexis Investment Partners, LLC$740.3K
- Spectrum Planning & Advisory Services Inc.$734.8K
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.