Stock
Reported value
$11.1B
Holders
626
+65 new · −81 exited
Holders’ est. mark
$71.5M
Price effect on 242 books still in the name
Largest holder
$2.31B
ENVESTNET ASSET MANAGEMENT INC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $662.8K
- Icahn Capital0.0% · $280.8K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 22.9M | $2.31B | −$21.8M | Cut−$87M |
| Forum Financial Management, LP | 8.94M | $900M | −$8.08M | Added$35.8M |
| LPL Financial LLC | 8.21M | $826.8M | −$7.8M | Cut−$113.1M |
| BANK OF AMERICA CORP /DE/ | 8.08M | $814.2M | −$7.16M | Added$48.2M |
| BlackRock, Inc. | 4.61M | $463.9M | −$3.62M | Added$77M |
| JPMORGAN CHASE & CO | 4.09M | $411.9M | −$4.12M | Added$8.85M |
| MORGAN STANLEY | 3.77M | $379.9M | −$3.58M | Cut−$28.7M |
| Envestnet Portfolio Solutions, Inc. | 3.01M | $303M | −$2.16M | Added$71.8M |
| AMERIPRISE FINANCIAL INC | 2.39M | $243.3M | −$76.2K | Cut−$82.4M |
| ASSETMARK, INC | 2.27M | $228.7M | −$2.04M | Added$10.8M |
| Cetera Investment Advisers | 2.11M | $212.1M | −$2M | Cut−$40M |
| Dynasty Wealth Management, LLC | 1.83M | $184.8M | −$1.17M | Added$59.9M |
| WELLS FARGO & COMPANY/MN | 1.72M | $173.7M | −$1.61M | Added$1.49M |
| CWM, LLC | 1.56M | $157M | $156.8M | Added$156.8M |
| STIFEL FINANCIAL CORP | 1.47M | $147.8M | −$1.39M | Cut−$14M |
| MML INVESTORS SERVICES, LLC | 1.36M | $137.4M | −$1.3M | Cut−$50.7M |
| RiverFront Investment Group, LLC | 1.32M | $133.1M | −$1.24M | Added$421.4K |
| Bank of New York Mellon Corp | 1.3M | $130.6M | −$1.13M | Added$9.6M |
| TRUIST FINANCIAL CORP | 1.09M | $109.3M | −$974.4K | Added$5.03M |
| FIRST CITIZENS BANK & TRUST CO | 942.3K | $94.9M | −$7.17K | Added$94.1M |
| RAYMOND JAMES FINANCIAL INC | 903.2K | $91M | −$798.5K | Added$5.51M |
| Destination Wealth Management | 862.8K | $86.9M | −$754K | Added$6.21M |
| ROYAL BANK OF CANADA | 767.3K | $77.3M | −$728.5K | Cut−$7.77M |
| Sanctuary Advisors, LLC | 681.7K | $68.7M | −$647.6K | Cut−$2.35M |
| Quotient Wealth Partners, LLC | 667.6K | $67.2M | −$611.1K | Added$1.84M |
| UBS Group AG | 636.6K | $64.1M | −$565K | Added$3.65M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 574.4K | $57.8M | −$570.5K | Cut−$1.38M |
| Cerity Partners OCIO LLC | 555.3K | $55.9M | −$527.6K | Cut−$17M |
| SAGESPRING WEALTH PARTNERS, LLC | 522.8K | $52.7M | −$385.8K | Added$11.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 521.2K | $52.5M | −$495.1K | Cut−$18.1M |
| BENJAMIN EDWARDS INC | 506.3K | $51M | −$481.3K | Cut−$11.3M |
| JB Capital LLC | 497.5K | $50.1M | −$454.7K | Added$1.45M |
| US BANCORP \DE\ | 491.4K | $49.5M | −$466.8K | Cut−$25.1M |
| OpenArc Corporate Advisory, LLC | 478.4K | $48.2M | −$129.5K | Added$34.3M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 451.7K | $45.5M | −$429.1K | Cut−$7.21M |
| MAI Capital Management | 403.3K | $40.6M | −$359K | Added$2.2M |
| OSAIC HOLDINGS, INC. | 369.6K | $37.3M | −$319.3K | Added$3.44M |
| HAMILTON CAPITAL PARTNERS, LLC | 340.7K | $34.3M | −$323.6K | Cut−$41.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | 313.4K | $31.6M | −$297.7K | Cut−$7.46M |
| RS CRUM INC. | 290.1K | $29.2M | −$275.7K | Cut−$2.79M |
| Steward Partners Investment Advisory, LLC | 285.6K | $28.8M | −$271.2K | Cut−$2.55M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 285.3K | $28.7M | −$213.3K | Added$9.16M |
| Watchman Group, Inc. | 271K | $27.3M | −$246K | Added$976.2K |
| Estate Counselors, LLC | 265.2K | $26.7M | −$111.7K | Added$14.8M |
| CASTLEARK MANAGEMENT LLC | 258.4K | $26M | −$245.5K | Cut−$245.5K |
| Modern Wealth Management, LLC | 229.8K | $23M | −$301.6K | Added$1.6M |
| IHT Wealth Management, LLC | 218.8K | $22M | −$207.8K | Cut−$2.43M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 205.9K | $20.7M | −$195.6K | Cut−$3.92M |
| Savvy Advisors, Inc. | 202.6K | $20.4M | −$192.4K | Cut−$6.13M |
| Icon Wealth Advisors, LLC | 202.9K | $20.2M | −$383.4K | Cut−$5.37M |
| Pinnacle Financial Partners, Inc. | 200.5K | $20.2M | −$125.6K | Added$6.75M |
| CreativeOne Wealth, LLC | 198.8K | $20M | −$186K | Added$105.9K |
| Atria Investments, Inc | 186.1K | $18.7M | −$176.8K | Cut−$2.28M |
| Stone House Investment Management, LLC | 181.5K | $18.3M | −$165.3K | Added$590.7K |
| Rockefeller Capital Management L.P. | 177K | $17.8M | −$155.8K | Added$1.16M |
| Goelzer Investment Management, Inc. | 175.7K | $17.7M | −$162.2K | Added$343.2K |
| HighTower Advisors, LLC | 175.6K | $17.7M | −$165.1K | Cut−$4.32M |
| Summit Asset Management, LLC | 173.7K | $17.5M | −$153.4K | Added$1.08M |
| MGO ONE SEVEN LLC | 170.5K | $17.2M | −$155.6K | Added$504.6K |
| Commonwealth Financial Services, LLC | 163.3K | $16.5M | −$155.1K | Cut−$4.78M |
| JONES FINANCIAL COMPANIES LLLP | 165.3K | $16.4M | −$346.7K | Added$414.2K |
| Affinity Capital Advisors, LLC | 161K | $16.2M | −$149.3K | Added$238.2K |
| SteelPeak Wealth, LLC | 160.7K | $16.2M | −$144.1K | Added$760K |
| Triad Wealth Partners, LLC | 148.5K | $15M | −$105.4K | Added$3.67M |
| INTEGRITY ALLIANCE, LLC. | 142.4K | $14.3M | −$125.4K | Added$918.6K |
| Trek Financial, LLC | 141.5K | $14.3M | −$122.6K | Added$1.14M |
| Sharkey, Howes & Javer | 141.1K | $14.2M | −$134.1K | Cut−$688.5K |
| McKinley Carter Wealth Services, Inc. | 131.4K | $13.2M | −$26.5K | Added$10.4M |
| Johnson Bixby & Associates, LLC | 128.3K | $12.9M | −$121.9K | Cut−$10.6M |
| Orion Porfolio Solutions, LLC | 127.5K | $12.8M | −$121.1K | Cut−$4.14M |
| Equitable Holdings, Inc. | 125K | $12.7M | −$13 | Cut−$3.97M |
| Cascade Financial Partners, LLC | 126K | $12.7M | — | New |
| &PARTNERS | 123.6K | $12.5M | −$110.1K | Added$2.21M |
| Kelly Financial Services LLC | 122.5K | $12.3M | −$142.3K | Cut−$598.6K |
| ARVEST INVESTMENTS, INC. | 119.5K | $12M | −$89.9K | Added$2.42M |
| Kovitz Investment Group Partners, LLC | 118.7K | $12M | −$93.9K | Added$1.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 114.2K | $11.5M | −$97.8K | Added$1.04M |
| Harvest Portfolios Group Inc. | 112.1K | $11.3M | −$106.5K | Cut−$1.67M |
| Concurrent Investment Advisors, LLC | 107K | $10.8M | −$60.4K | Added$4.32M |
| Avantax Planning Partners, Inc. | 105.3K | $10.6M | −$86.5K | Added$1.34M |
| Gateway Wealth Partners, LLC | 104.3K | $10.5M | −$29.2K | Added$7.38M |
| Integrated Wealth Concepts LLC | 97.3K | $9.8M | −$70K | Added$2.3M |
| Hughes Financial Services, LLC | 95.1K | $9.58M | −$88.1K | Added$154.9K |
| Farther Finance Advisors, LLC | 94.5K | $9.48M | −$135.2K | Cut−$1.92M |
| Vise Technologies, Inc. | 91.8K | $9.33M | $0 | Held |
| Arrow Financial Corp | 90.3K | $9.09M | −$41K | Added$4.7M |
| Keystone Financial Services | 89.8K | $9.05M | −$82K | Added$272.6K |
| PAX Financial Group, LLC | 89.8K | $9.04M | −$81.8K | Added$290.2K |
| Teucrium Investment Advisors, LLC | 89.8K | $9.01M | — | New |
| Net Worth Advisory Group | 88.7K | $8.93M | −$82.3K | Added$119.2K |
| LIBERTY WEALTH MANAGEMENT LLC | 87.8K | $8.85M | −$68.7K | Added$1.07M |
| Stokes Family Office, LLC | 87.4K | $8.8M | −$83K | Cut−$1.3M |
| Migdal Insurance & Financial Holdings Ltd. | 86.5K | $8.71M | $8.7M | Added$8.7M |
| Evergreen Private Wealth LLC | 84.7K | $8.54M | −$77.6K | Added$233.5K |
| IFP Advisors, Inc | 84.5K | $8.52M | −$38.4K | Added$4.41M |
| Mariner, LLC | 84.5K | $8.52M | −$80.3K | Cut−$212K |
| Brookstone Capital Management | 84.1K | $8.47M | −$75.8K | Added$360.7K |
| Strategic Blueprint, LLC | 83.6K | $8.43M | −$79.4K | Cut−$158.6K |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 83.5K | $8.41M | −$56.1K | Added$2.42M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 84.3K | $8.41M | −$187.6K | Added$607.1K |
| Invst, LLC | 83.4K | $8.4M | −$79.2K | Cut−$446.6K |
| Regal Investment Advisors LLC | 82.7K | $8.33M | −$78.6K | Cut−$1.34M |
| Private Advisor Group, LLC | 81.9K | $8.25M | −$77.8K | Cut−$202.3K |
| Blue Trust, Inc. | 80.2K | $8.08M | −$76.2K | Cut−$189.7K |
| World Investment Advisors | 79.7K | $8.03M | −$75.8K | Cut−$785.1K |
| WEALTH ALLIANCE, LLC | 78.5K | $7.9M | −$74.6K | Cut−$1.13M |
| BEACON FINANCIAL GROUP | 76.4K | $7.7M | −$55.5K | Added$1.76M |
| SCOTIA CAPITAL INC. | 75.8K | $7.64M | −$67.4K | Added$413.9K |
| Legacy Financial Group LLC | 75.8K | $7.63M | −$17.3K | Added$339.2K |
| Royal Fund Management, LLC | 75.5K | $7.6M | −$16.8K | Added$5.86M |
| A4 Wealth Advisors LLC | 73.9K | $7.44M | −$53.2K | Added$1.75M |
| Bay Harbor Wealth Management, LLC | 72.1K | $7.27M | −$68.5K | Cut−$89.6K |
| ANGELES WEALTH MANAGEMENT, LLC | 70.8K | $7.13M | −$62.1K | Added$479.3K |
| Systelligence, LLC | 70.2K | $7.07M | −$58.7K | Added$795.6K |
| ABLE Financial Group, LLC | 68.5K | $6.9M | −$53.3K | Added$1.19M |
| Strategic Financial Concepts, LLC | 68.2K | $6.87M | −$29K | Added$3.75M |
| Creative Planning | 68.1K | $6.86M | −$5.69K | Added$6.25M |
| Cobblestone Asset Management LLC | 68.1K | $6.86M | −$61K | Added$324.4K |
| DRW Securities, LLC | 66.7K | $6.72M | −$61.8K | Added$104.9K |
| Prospera Financial Services Inc | 66.3K | $6.68M | −$58.5K | Added$405.6K |
| PRINCIPAL SECURITIES, INC. | 65.3K | $6.58M | −$62K | Cut−$107.8K |
| EWA, LLC | 65.1K | $6.56M | −$44.1K | Added$1.84M |
| Elevated Financial Group LLC | 64.9K | $6.54M | −$54.9K | Added$665.2K |
| Goodman Advisory Group, LLC | 63.7K | $6.42M | −$60.5K | Cut−$361.4K |
| Focus Partners Wealth | 62.4K | $6.3M | −$46.9K | Cut−$303.9K |
| BCGM Wealth Management, LLC | 61.5K | $6.19M | −$57.2K | Added$62.3K |
| CAPTRUST FINANCIAL ADVISORS | 61.3K | $6.17M | −$57.9K | Cut−$20K |
| ONE Advisory Partners, LLC | 59.9K | $6.03M | −$56.9K | Cut−$1.58M |
| WCG Wealth Advisors LLC | 59.6K | $6M | −$55K | Added$128.9K |
| OneDigital Investment Advisors LLC | 58.9K | $5.94M | −$56K | Cut−$3.41M |
| SigFig Wealth Management, LLC | 58.6K | $5.9M | −$55.7K | Cut−$551.6K |
| HighPoint Advisor Group LLC | 58K | $5.84M | −$40K | Added$1.57M |
| CORE WEALTH ADVISORS, LLC | 57.5K | $5.79M | −$54.6K | Cut−$303.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 56.7K | $5.71M | — | New |
| Shared Vision Wealth Group LLC | 55.5K | $5.59M | −$96.1K | Cut−$174.2K |
| Van Hulzen Asset Management, LLC | 55.2K | $5.56M | −$50.7K | Added$139.6K |
| Financial Engines Advisors L.L.C. | 54.7K | $5.51M | −$52K | Cut−$4.91M |
| Merit Financial Group, LLC | 54.1K | $5.45M | −$42.8K | Added$873.9K |
| AlphaCore Capital LLC | 53.9K | $5.43M | −$51.2K | Cut−$506.5K |
| Stratos Wealth Partners, LTD. | 52.8K | $5.32M | −$50.2K | Cut−$1.69M |
| Premier Path Wealth Partners, LLC | 51.8K | $5.21M | −$49.1K | Cut−$927.3K |
| Cresta Advisors, Ltd. | 51.6K | $5.2M | −$48K | Added$59.2K |
| True Vision MN LLC | 51.1K | $5.14M | −$48.5K | Cut−$649.5K |
| Professional Financial Management, Inc. | 49.6K | $5M | −$44.3K | Added$258.2K |
| ENDEAVOR PRIVATE WEALTH, INC. | 49.5K | $4.99M | −$40.8K | Added$619.7K |
| Ranch Capital Advisors Inc. | 49.5K | $4.99M | −$46.5K | Added$8.78K |
| 5T Wealth, LLC | 49.4K | $4.97M | −$43K | Added$286.6K |
| Sovran Advisors, LLC | 49K | $4.89M | −$137.2K | Cut−$281.3K |
| CITIGROUP INC | 47.1K | $4.75M | −$3.17K | Added$4.41M |
| FIDELITY D & D BANCORP INC | 46K | $4.63M | −$40.6K | Added$287.8K |
| RESOLUTE WEALTH ADVISOR, INC. | 45.4K | $4.57M | — | Held |
| RFG Advisory, LLC | 43.3K | $4.37M | −$41.2K | Cut−$111.7K |
| ASHTON THOMAS SECURITIES, LLC | 42.2K | $4.25M | — | New |
| TWIN PEAKS WEALTH ADVISORS, LLC | 41.8K | $4.21M | −$39K | Added$844.8K |
| UNIQUE WEALTH, LLC | 40.6K | $4.09M | −$26K | Added$1.32M |
| Baird Financial Group, Inc. | 40.5K | $4.08M | −$37.3K | Added$89.7K |
| WATERSHED PRIVATE WEALTH LLC | 40.4K | $4.07M | −$38.4K | Cut−$2.01M |
| Advisory Services Network, LLC | 40.3K | $4.06M | −$38.3K | Cut−$93.4K |
| Financial & Tax Architects, LLC | 39.8K | $4.01M | −$31.8K | Added$603.1K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 39.3K | $3.96M | −$37.4K | Cut−$203.6K |
| Simplicity Wealth,LLC | 39.2K | $3.95M | −$37.3K | Cut−$317.6K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 39.1K | $3.94M | −$33.8K | Added$321K |
| Smartleaf Asset Management LLC | 38.6K | $3.89M | −$61K | Cut−$262.8K |
| Cornerstone Planning Group LLC | 38.4K | $3.82M | −$85.3K | Added$66.2K |
| Conrad Siegel Investment Advisors, Inc. | 37.9K | $3.81M | −$36K | Cut−$178.2K |
| Kestra Advisory Services, LLC | 37.8K | $3.81M | −$35.9K | Cut−$2.84M |
| Claro Advisors Inc. | 37.8K | $3.81M | −$31.1K | Added$487K |
| Csenge Advisory Group | 37K | $3.72M | −$34.4K | Added$39K |
| Bedminster, LLC | 36.5K | $3.68M | −$34.7K | Cut−$1.02M |
| Polaris Investment Advisors, LLC | 36.3K | $3.65M | −$33.7K | Added$46.6K |
| Modus Advisors, LLC | 35.7K | $3.59M | −$31K | Added$272.3K |
| Storen Legacy Partners, LLC | 35.4K | $3.56M | — | New |
| WealthShield Partners, LLC | 35.3K | $3.56M | −$33.5K | Cut−$1.6M |
| SWMG, LLC | 35.2K | $3.55M | −$37.4K | Added$286K |
| McNaughton Wealth Management, LLC | 34.7K | $3.49M | −$30.4K | Added$231.6K |
| Apollon Wealth Management, LLC | 34.3K | $3.45M | −$29.4K | Added$307.4K |
| LFA - Lugano Financial Advisors SA | 33.9K | $3.39M | −$57.7K | Cut−$54.4K |
| Keebeck Wealth Management | 33.6K | $3.38M | −$31.9K | Cut−$324.4K |
| Lansing Street Advisors | 33.5K | $3.38M | −$19.5K | Added$1.29M |
| Geneos Wealth Management Inc. | 33.5K | $3.37M | −$30.1K | Added$158.8K |
| One Wealth Advisors, LLC | 33.2K | $3.34M | −$31.5K | Cut−$3.96M |
| Cypress Wealth Services, LLC | 32.8K | $3.3M | −$30.6K | Added$27.5K |
| Centurion Wealth Management LLC | 32.6K | $3.29M | −$29.4K | Added$133.3K |
| GOLDMAN SACHS GROUP INC | 32.5K | $3.27M | −$30.9K | Cut−$19.7M |
| Corient Private Wealth LLC | 41.4K | $3.24M | −$642K | Added$460.3K |
| FIFTH THIRD BANCORP | 32.1K | $3.23M | −$154 | Added$3.22M |
| Krilogy Financial LLC | 31.9K | $3.2M | −$60.9K | Cut−$121.9K |
| Hoxton Planning & Management, LLC | 31.3K | $3.15M | −$26.2K | Added$354.2K |
| Centerline Wealth Advisors, LLC | 30.5K | $3.07M | −$16.9K | Added$1.26M |
| Kilter Group LLC | 30.2K | $3.05M | −$26.6K | Added$197.4K |
| SWP FINANCIAL LLC | 30.1K | $3.03M | −$28.6K | Cut−$340.6K |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 29.5K | $2.97M | −$33.6K | Cut−$2.15M |
| WBH ADVISORY INC | 29K | $2.9M | −$39K | Added$129.2K |
| Rothschild Wealth LLC | 28.4K | $2.86M | −$22.4K | Added$471.1K |
| Richmond Investment Services, LLC | 28K | $2.82M | −$15.1K | Added$1.24M |
| Heck Capital Advisors, LLC | 27.2K | $2.74M | −$23.8K | Added$192.8K |
| Clarus Wealth Advisors | 26.7K | $2.68M | −$43.9K | Cut−$9.04K |
| Cyndeo Wealth Partners, LLC | 26.6K | $2.68M | −$17.3K | Added$833.9K |
| Saxony Capital Management, LLC | 26.2K | $2.64M | −$22.8K | Added$195.3K |
| ANDERSON HOAGLAND & CO | 25.8K | $2.6M | −$24.2K | Added$9.14K |
| Vestmark Advisory Solutions, Inc. | 25.8K | $2.6M | −$24.5K | Cut−$2.29M |
| FINANCIAL LIFE ADVISORS | 25.5K | $2.57M | −$23.6K | Added$42.2K |
| TRUSTMARK BANK TRUST DEPARTMENT | 24.9K | $2.51M | −$23.7K | Cut−$31.1K |
| Mosley Wealth Management | 24.4K | $2.51M | $2.07K | Added$15.9K |
| Davis Wealth Advisors, LLC | 24.7K | $2.48M | −$22.7K | Added$50.3K |
| Independent Advisor Alliance | 24.5K | $2.47M | — | New |
| Horst & Graben Wealth Management LLC | 24.3K | $2.44M | −$28.2K | Added$65.8K |
| Arax Advisory Partners | 24.2K | $2.43M | −$7.29K | Cut−$2.81M |
| Robbins Farley | 24K | $2.42M | −$19.3K | Added$357.5K |
| EQ LLC | 24K | $2.41M | −$19.2K | Added$360.9K |
| Checchi Capital Advisers, LLC | 23.8K | $2.4M | −$18.2K | Added$452.7K |
| Portfolio Resources Advisor Group, Inc. | 23.7K | $2.38M | −$21.2K | Added$118.6K |
| May Hill Capital, LLC | 23.6K | $2.38M | −$22.5K | Cut−$112.5K |
| FORTE ASSET MANAGEMENT LLC | 23.4K | $2.36M | −$22.2K | Cut−$144.7K |
| Veridan Wealth LLC | 23.3K | $2.35M | −$22.1K | Cut−$18K |
| Venturi Wealth Management, LLC | 23.1K | $2.33M | −$13.6K | Added$867.3K |
| Focus Financial Network, Inc. | 22.8K | $2.3M | −$6.75K | Added$1.57M |
| Center For Asset Management LLC | 22.7K | $2.29M | −$21.5K | Added$8.75K |
| Midwest Capital Advisors, LLC | 22.7K | $2.29M | −$21.6K | Cut−$662.9K |
| Echo45 Advisors LLC | 22.4K | $2.25M | −$20.4K | Added$63.9K |
| Braun-Bostich & Associates Inc. | 21.5K | $2.17M | −$19.9K | Added$42.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | 21.1K | $2.12M | −$18.6K | Added$135.9K |
| COLLECTIVE FAMILY OFFICE LLC | 21K | $2.11M | −$18.9K | Added$86.9K |
| J.M. Arbour, LLC | 20.8K | $2.1M | −$18.9K | Added$74.6K |
| Etesian Wealth Advisors, Inc. | 20.7K | $2.09M | −$19.7K | Cut−$179.5K |
| Pinion Investment Advisors, LLC | 20.1K | $2.02M | −$19K | Cut−$171.9K |
| Beacon Bridge Wealth Partners, LLC | 20.1K | $2.02M | −$14.1K | Added$509.6K |
| Snowden Capital Advisors LLC | 20K | $2.01M | −$17.9K | Added$95.8K |
| Able Wealth Management LLC | 19.9K | $2.01M | −$5.58K | Added$1.41M |
| Scarborough Advisors, LLC | 19.8K | $1.99M | — | New |
| BCU Wealth Advisors, LLC | 19.6K | $1.98M | −$18.3K | Added$16.1K |
| Composition Wealth, LLC | 19.6K | $1.97M | −$18.6K | Cut−$4.4M |
| B. Riley Wealth Advisors, Inc. | 19.5K | $1.96M | −$20.2K | Cut−$189.3K |
| Veltria Advisors Corp. | 19.6K | $1.95M | −$39.6K | Added$650.5K |
| Values First Advisors, Inc. | 19.3K | $1.95M | −$17.8K | Added$50.8K |
| TUDOR INVESTMENT CORP ET AL | 19.3K | $1.95M | −$6.97K | Added$1.2M |
| Ashton Thomas Private Wealth, LLC | 19.2K | $1.94M | −$18.3K | Cut−$728K |
| Itau Unibanco Holding S.A. | 18.9K | $1.9M | −$5.41K | Added$1.32M |
| LifePlan Investment Advisors, Inc. | 18.3K | $1.84M | −$17.3K | Cut−$396.8K |
| Avid Wealth Partners LLC | 18.2K | $1.83M | −$17.3K | Cut−$488.1K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 18.2K | $1.83M | −$15.7K | Added$147.2K |
| Carr Financial Group Corp | 18K | $1.81M | −$17.1K | Cut−$86.7K |
| ShoreHaven Wealth Partners, LLC | 17.5K | $1.77M | −$16.7K | Cut−$23.8K |
| JT Stratford LLC | 17.5K | $1.76M | −$16K | Added$46.1K |
| Integrated Advisors Network LLC | 17.5K | $1.76M | −$8.69K | Added$835.4K |
| Spectrum Planning & Advisory Services Inc. | 17.5K | $1.76M | −$16.6K | Cut−$153.2K |
| Prime Capital Investment Advisors, LLC | 17.2K | $1.73M | −$14.5K | Added$172.1K |
| Tower Research Capital LLC (TRC) | 17.1K | $1.73M | −$16.3K | Cut−$1.98M |
| Integrity Advisory Solutions, LLC | 17K | $1.72M | −$14K | Added$215.5K |
| Sigma Planning Corp | 17K | $1.71M | −$16.2K | Cut−$46.1K |
Who left
- NewEdge Advisors, LLC$99.4M
- JANE STREET GROUP, LLC$8.56M
- GenWealth Group, Inc.$6.66M
- Sheridan Capital Management, LLC$6.11M
- Nan Shan Life Insurance Co., Ltd.$5.56M
- Quadrature Capital Ltd$3.68M
- Insight Advisors, LLC/ PA$2.69M
- West Wealth Group, LLC$2.63M
- Bank Julius Baer & Co. Ltd, Zurich$2.56M
- SURIENCE PRIVATE WEALTH LLC$2.17M
- Diversify Advisory Services, LLC$2.07M
- MILESTONE ASSET MANAGEMENT, LLC$1.02M
- J.W. COLE ADVISORS, INC.$1M
- IFG Advisory, LLC$963.7K
- FIRST MANHATTAN CO. LLC.$821.7K
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.