Stock
Reported value
$15.5B
Holders
832
+66 new · −81 exited
Holders’ est. mark
−$82.4M
Price effect on 237 books still in the name
Largest holder
$2.23B
JPMORGAN CHASE & CO
Notable conviction
Share of each notable manager’s 13F book.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 18.8M | $2.23B | −$16.3M | Added$116.8M |
| BANK OF AMERICA CORP /DE/ | 9.24M | $1.1B | −$4.96M | Added$306.7M |
| CAPTRUST FINANCIAL ADVISORS | 6.26M | $742.2M | −$4.45M | Added$35.1M |
| Invesco Ltd. | 4.29M | $509M | −$3.22M | Cut−$3.22M |
| Financial Engines Advisors L.L.C. | 4.23M | $501.9M | −$3.17M | Cut−$9.9M |
| ENVESTNET ASSET MANAGEMENT INC | 3.84M | $454.9M | −$2.88M | Cut−$7.47M |
| ASSETMARK, INC | 3.35M | $397.6M | −$2.29M | Added$33.3M |
| Fidelity | 3.15M | $373.2M | −$656.4K | Added$268.8M |
| UBS Group AG | 2.99M | $354M | −$1.7M | Added$82.9M |
| MORGAN STANLEY | 2.86M | $338.6M | −$2.09M | Added$6.31M |
| AMERIPRISE FINANCIAL INC | 2.85M | $337.2M | −$2.18M | Added$12M |
| LPL Financial LLC | 2.74M | $324.5M | −$1.84M | Added$31.6M |
| STIFEL FINANCIAL CORP | 2.4M | $285.1M | −$1.63M | Added$25.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 2.32M | $275M | −$1.74M | Cut−$44.8M |
| WIT, LLC | 2.26M | $268.5M | −$1.57M | Added$19.2M |
| WELLS FARGO & COMPANY/MN | 2.15M | $255.3M | −$1.57M | Added$5.16M |
| Mariner, LLC | 2.04M | $241.6M | −$371.3K | Added$182.5M |
| TRUIST FINANCIAL CORP | 2M | $236.7M | −$1.48M | Added$1.74M |
| Cerity Partners LLC | 1.97M | $233.5M | −$1.47M | Added$229.7K |
| Tanglewood Wealth Management, Inc. | 1.6M | $189.4M | −$1.11M | Added$12.7M |
| RAYMOND JAMES FINANCIAL INC | 1.59M | $189.2M | −$1.14M | Added$7.29M |
| BlackRock, Inc. | 1.34M | $159.5M | −$1.01M | Cut−$33.6M |
| HUNTINGTON NATIONAL BANK | 1.27M | $151.1M | −$810.3K | Added$22.1M |
| WestEnd Advisors, LLC | 1.21M | $143M | −$879.8K | Added$3.01M |
| Creative Planning | 1.18M | $139.6M | −$882.7K | Cut−$9.21M |
| ROYAL BANK OF CANADA | 1.11M | $132M | −$832.3K | Cut−$225K |
| Dynasty Wealth Management, LLC | 1.09M | $128.7M | −$813.8K | Cut−$11M |
| ARMSTRONG ADVISORY GROUP, INC | 1.08M | $128.6M | −$741.3K | Added$10.7M |
| Facet Wealth, Inc. | 1.05M | $124.5M | −$522K | Added$9.36M |
| Focus Partners Wealth | 963.8K | $114.3M | −$704.5K | Added$2.19M |
| Clarity Financial LLC | 920.5K | $109.2M | −$690.4K | Cut−$52.9M |
| Cetera Investment Advisers | 897.3K | $106.4M | −$600.6K | Added$10.8M |
| EVERGREEN CAPITAL MANAGEMENT LLC | 747.3K | $88.6M | −$560.5K | Cut−$750.4K |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 719.8K | $85.4M | −$335.4K | Added$32M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 675.3K | $80.1M | −$506.5K | Cut−$4.43M |
| PNC Financial Services Group, Inc. | 643.4K | $76.3M | −$482.5K | Cut−$576.3K |
| Strategic Point Investment Advisors, LLC | 639.4K | $75.8M | −$461.1K | Added$2.45M |
| SNS Financial Group, LLC | 615.7K | $73M | −$448.3K | Added$1.69M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 529.9K | $62.5M | −$793.4K | Added$5.02M |
| OSAIC HOLDINGS, INC. | 489.4K | $58.1M | −$229.8K | Added$22.7M |
| SAGESPRING WEALTH PARTNERS, LLC | 487.3K | $57.8M | −$351.5K | Added$1.87M |
| VICTORY CAPITAL MANAGEMENT INC | 478.4K | $56.7M | −$348K | Added$1.36M |
| OpenArc Corporate Advisory, LLC | 475.9K | $56.4M | −$356.9K | Cut−$10.7M |
| Waverly Advisors, LLC | 455.1K | $54M | −$341.3K | Cut−$1.67M |
| GOLDMAN SACHS GROUP INC | 451.7K | $53.6M | −$157.8K | Added$28.5M |
| Bank of New York Mellon Corp | 448K | $53.1M | −$309.8K | Added$3.84M |
| Curi Capital, LLC | 412.5K | $48.9M | −$299.6K | Added$1.22M |
| TD PRIVATE CLIENT WEALTH LLC | 410.8K | $48.7M | −$308.1K | Cut−$667.1K |
| University of Illinois Foundation | 410.5K | $48.7M | — | New |
| KEYBANK NATIONAL ASSOCIATION/OH | 407.2K | $48.3M | −$297.5K | Added$953.9K |
| FRANKLIN RESOURCES INC | 404.4K | $48M | −$269.8K | Added$5.02M |
| Kovitz Investment Group Partners, LLC | 390.4K | $46.3M | −$189.9K | Added$16.1M |
| DDFG, Inc | 371.1K | $44M | −$268K | Added$1.37M |
| Allspring Global Investments Holdings, LLC | 370K | $43.9M | −$277.5K | Cut−$277.5K |
| OneDigital Investment Advisors LLC | 357.2K | $42.4M | −$214.9K | Added$8.16M |
| Blueprint Investment Partners LLC | 349K | $41.4M | −$261.8K | Cut−$10M |
| BENJAMIN EDWARDS INC | 341.4K | $40.5M | −$245.9K | Added$1.29M |
| Willis Johnson & Associates, Inc. | 337.5K | $40M | −$228.4K | Added$3.69M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 319.4K | $37.9M | −$213.7K | Added$3.89M |
| Silicon Valley Capital Partners | 315.6K | $37.4M | −$236.8K | Cut−$1.68M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 299.9K | $35.6M | −$213K | Added$1.67M |
| Allianz Asset Management GmbH | 288.9K | $34.3M | −$183.6K | Added$5.05M |
| CABOT WEALTH MANAGEMENT INC | 279.2K | $33.1M | −$203.4K | Added$744.8K |
| Banco Santander, S.A. | 272.6K | $32.3M | −$204K | Cut−$135.7K |
| New Harbor Financial Group, LLC | 272.3K | $32.3M | −$189.5K | Added$2.14M |
| COMMONWEALTH EQUITY SERVICES, LLC | 261.2K | $31M | −$195.9K | Cut−$2.18M |
| Permanens Capital L.P. | 257.9K | $30.6M | −$12.4K | Added$28.6M |
| Citadel | 256.4K | $30.4M | — | New |
| Strategic Wealth Partners, Ltd. | 241.9K | $28.7M | −$173K | Added$1.16M |
| MBL Wealth, LLC | 237.5K | $28.2M | −$165.7K | Added$1.8M |
| Weaver Capital Management LLC | 231.4K | $27.4M | — | New |
| ANCHOR CAPITAL ADVISORS LLC | 226.7K | $26.9M | −$145K | Added$3.82M |
| Hoese & Co LLP | 226K | $26.8M | −$166.1K | Added$369.3K |
| Orion Porfolio Solutions, LLC | 222.3K | $26.4M | −$130.8K | Added$5.56M |
| US BANCORP \DE\ | 211.2K | $25M | −$155.3K | Added$339.6K |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | 210.7K | $25M | −$158K | Cut−$158K |
| Blueprint Financial Advisors LLC | 196.7K | $23.3M | −$138.2K | Added$1.33M |
| DT Investment Partners, LLC | 196.7K | $23.3M | −$142.6K | Added$627.9K |
| AE Wealth Management LLC | 192.7K | $22.9M | −$140.1K | Added$588.7K |
| Mirabaud & Cie SA | 188.6K | $22.4M | −$138.3K | Added$356.6K |
| JMAC ENTERPRISES LLC | 186.6K | $22.1M | −$136.9K | Added$341.3K |
| CVS HEALTH Corp | 182.8K | $21.7M | — | New |
| FIRST AMERICAN TRUST, FSB | 180.5K | $21.4M | −$128.2K | Added$1.01M |
| Baird Financial Group, Inc. | 178.7K | $21.2M | −$121.9K | Added$1.8M |
| JONES FINANCIAL COMPANIES LLLP | 173.1K | $20.4M | −$128.6K | Added$9.37M |
| Napier Financial, LLC | 169.3K | $20.1M | −$127K | Cut−$233.7K |
| Independence Financial Advisors, LLC | 163.3K | $19.4M | −$119.7K | Added$329.3K |
| Haverford Trust Co | 162.5K | $19.3M | −$114.7K | Added$1.03M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 180.9K | $18.2M | −$3.43M | Cut−$14.2M |
| PFG Advisors | 148K | $17.6M | −$37.8K | Added$11.5M |
| 1832 Asset Management L.P. | 145.6K | $17.3M | −$105.2K | Added$539.8K |
| Canal Capital Management, LLC | 145.2K | $17.2M | −$104K | Added$683.3K |
| HighTower Advisors, LLC | 144.2K | $17.1M | −$108.4K | Cut−$860.8K |
| Capital Investment Services of America, Inc. | 143.6K | $17M | −$107.7K | Cut−$556.2K |
| Vectors Research Management, LLC | 140.5K | $16.7M | −$105.3K | Cut−$2.46M |
| ETF Portfolio Partners, Inc. | 137.6K | $16.3M | −$100.8K | Added$271.9K |
| FORONJY FINANCIAL LLC | 137.2K | $16.3M | −$101K | Added$192.5K |
| BANK OF MONTREAL /CAN/ | 132.1K | $15.7M | −$94.1K | Added$689.3K |
| CITIZENS FINANCIAL GROUP INC/RI | 129.6K | $15.4M | −$86K | Added$1.67M |
| Rockefeller Capital Management L.P. | 128.4K | $15.2M | −$96.2K | Cut−$97.9K |
| RWA WEALTH PARTNERS, LLC | 128.3K | $15.2M | −$96.2K | Cut−$933.5K |
| Johnson Financial Group, Inc. | 127.2K | $15.1M | −$95.4K | Cut−$55.8M |
| Gould Capital, LLC | 126.5K | $15M | −$79.5K | Added$2.34M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 125.5K | $14.9M | −$94.1K | Cut−$115.7K |
| COURIER CAPITAL LLC | 125.4K | $14.9M | −$94K | Cut−$2.21M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 121.6K | $14.3M | — | New |
| &PARTNERS | 120.6K | $14.3M | −$87.6K | Cut−$594.2K |
| AmeriServ Wealth Advisors | 120.5K | $14.3M | −$90.3K | Cut−$1.19M |
| D.A. DAVIDSON & CO. | 119.3K | $14.2M | −$56.8K | Added$5.12M |
| MILLENNIUM MANAGEMENT LLC | 118.9K | $14.1M | −$36.7K | Added$8.25M |
| Lido Advisors, LLC | 117.9K | $14M | −$89.4K | Cut−$3.85M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 117.2K | $13.9M | −$87.8K | Cut−$5.76M |
| CFS Investment Advisory Services, LLC | 115.8K | $13.8M | −$38.2K | Cut−$3.42M |
| Cordoba Advisory Partners LLC | 116K | $13.8M | −$82.4K | Added$643.6K |
| Paulson Wealth Management Inc. | 114.5K | $13.6M | −$72.4K | Added$2.06M |
| Cascade Financial Partners, LLC | 111.6K | $13.2M | −$50.2K | Added$5.26M |
| Ascent Group, LLC | 111K | $13.2M | −$68.2K | Added$2.31M |
| WOODMONT INVESTMENT COUNSEL LLC | 110.9K | $13.2M | −$82.6K | Cut−$74 |
| MML INVESTORS SERVICES, LLC | 110.4K | $13.1M | −$82.8K | Cut−$5.56M |
| Bond & Devick Financial Network, Inc. | 109.9K | $13M | −$82.5K | Cut−$184K |
| WCG Wealth Advisors LLC | 108.3K | $12.8M | −$81.4K | Cut−$30.2M |
| Farther Finance Advisors, LLC | 106.9K | $12.6M | −$113.6K | Added$1.41M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 105.9K | $12.6M | −$82.4K | Added$96.8K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 105.5K | $12.5M | −$79.2K | Cut−$1.41M |
| Eley Financial Management, Inc | 102.4K | $12.1M | −$76.8K | Cut−$95.1K |
| Rinkey Investments | 102K | $12.1M | −$76.3K | Cut−$46.3K |
| Westview Management dba Westview Investment Advisors | 100.6K | $11.9M | −$75.4K | Cut−$581.1K |
| Pinnacle Financial Partners, Inc. | 100.3K | $11.9M | −$75.2K | Cut−$654.1K |
| Sollinda Capital Management LLC | 99.5K | $11.8M | −$61.5K | Added$2.02M |
| CRITERIA CAIXA, S.A.U. | 82K | $11.7M | −$42.6K | Cut−$42.6K |
| Concurrent Investment Advisors, LLC | 98.8K | $11.7M | −$52.4K | Added$3.39M |
| Boltwood Capital Management | 98.1K | $11.6M | −$73.6K | Cut−$98.6K |
| Hilton Capital Management, LLC | 97.2K | $11.5M | −$72.7K | Cut−$16.7M |
| Global Trust Asset Management, LLC | 96.8K | $11.5M | −$64.5K | Added$1.22M |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 96.8K | $11.5M | −$64.7K | Added$1.18M |
| Austin Wealth Management, LLC | 96.7K | $11.4M | −$125.7K | Cut−$4.28M |
| Private Advisor Group, LLC | 94.9K | $11.3M | −$55.5K | Added$2.43M |
| Focus Partners Advisor Solutions, LLC | 94.7K | $11.2M | −$1.35K | Added$11M |
| ARVEST INVESTMENTS, INC. | 94.1K | $11.2M | −$66.7K | Added$552.3K |
| MBM WEALTH CONSULTANTS, LLC | 93.2K | $11.1M | −$62.8K | Added$1.06M |
| McKinley Carter Wealth Services, Inc. | 93.1K | $11M | −$17.7K | Added$8.22M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 92.8K | $11M | −$69.6K | Cut−$3.09M |
| AMG National Trust Bank | 92.7K | $11M | −$36.5K | Added$5.19M |
| Portfolio Design Labs, LLC | 91.8K | $10.9M | −$49.9K | Added$2.94M |
| M&T Bank Corp | 88.7K | $10.5M | −$66.2K | Cut−$3.6M |
| NORTHERN TRUST CORP | 86.8K | $10.3M | −$65.1K | Cut−$18.5M |
| RITHOLTZ WEALTH MANAGEMENT | 84.9K | $10.1M | −$60.1K | Added$510.2K |
| FIRST FINANCIAL BANK - TRUST DIVISION | 83.9K | $9.95M | −$61.8K | Added$109.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 81.8K | $9.7M | −$59.8K | Added$176.8K |
| Pictet Asset Management Holding SA | 81K | $9.61M | −$60.8K | Cut−$2.93M |
| Premier Path Wealth Partners, LLC | 80.7K | $9.57M | −$53.5K | Added$1.05M |
| Columbia Bank | 80K | $9.49M | −$60K | Cut−$6.74M |
| MAI Capital Management | 78.3K | $9.29M | −$51.7K | Added$1.06M |
| Everstar Asset Management, LLC | 78.2K | $9.27M | −$58.6K | Cut−$364.6K |
| FIFTH THIRD BANCORP | 77.8K | $9.23M | −$17.4K | Added$6.46M |
| PATTEN & PATTEN INC/TN | 76.8K | $9.11M | −$45.9K | Added$1.8M |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 76.7K | $9.1M | −$53.4K | Added$590.5K |
| Lake Hills Wealth Management, LLC | 76.4K | $9.06M | −$55.4K | Added$250K |
| COMMUNITY TRUST & INVESTMENT CO | 76.1K | $9.03M | −$36.1K | Added$3.28M |
| Spartan Planning & Wealth Management | 74.9K | $8.88M | −$56.2K | Cut−$7.35M |
| WRAPMANAGER INC | 73.6K | $8.72M | −$48.9K | Added$937.1K |
| BECKER CAPITAL MANAGEMENT INC | 71.6K | $8.5M | −$29K | Added$3.89M |
| Mirae Asset Global Investments Co., Ltd. | 71.5K | $8.48M | −$45.6K | Added$1.23M |
| Foundry Financial Group, Inc. | 71.3K | $8.46M | −$48.9K | Added$673.6K |
| Heck Capital Advisors, LLC | 70.3K | $8.34M | −$52.8K | Cut−$420.1K |
| Procyon Advisors, LLC | 70.1K | $8.32M | −$52.6K | Cut−$413.7K |
| TPG Financial Advisors, LLC | 68.9K | $8.17M | −$46.8K | Added$712.2K |
| Coastal Bridge Advisors, LLC | 67.4K | $8M | −$43.9K | Added$998.8K |
| Midwest Professional Planners, LTD. | 67.1K | $7.96M | −$47.8K | Added$338.1K |
| PROATHLETE WEALTH MANAGEMENT LLC | 65.4K | $7.76M | −$73.6K | Added$211.3K |
| Benchmark Financial, LLC | 65K | $7.71M | −$40.8K | Added$1.22M |
| CWM, LLC | 64.6K | $7.66M | $7.66M | Added$7.65M |
| Altman Advisors, Inc. | 63.6K | $7.54M | — | New |
| TRANSCEND CAPITAL ADVISORS, LLC | 63K | $7.47M | −$38K | Added$1.41M |
| SummitTX Capital, L.P. | 63K | $7.47M | −$47.1K | Cut−$24.8K |
| Philadelphia Investment Partners, LLC | 62.1K | $7.36M | — | Held |
| Frontier Asset Management, LLC | 62.1K | $7.36M | −$46.5K | Cut−$280.1K |
| Whalen Wealth Management Inc. | 62K | $7.36M | −$35.5K | Added$1.7M |
| DAVENPORT & Co LLC | 61.8K | $7.32M | −$46.3K | Cut−$204K |
| JAMES INVESTMENT RESEARCH, INC. | 61.2K | $7.25M | −$45.9K | Cut−$95.4K |
| Checchi Capital Advisers, LLC | 61.1K | $7.24M | −$45.8K | Cut−$86.6K |
| Sanctuary Advisors, LLC | 61K | $7.24M | −$41K | Added$720.2K |
| CAMDEN NATIONAL BANK | 60.4K | $7.17M | −$42K | Added$487K |
| Ridgepath Capital Management LLC | 59.6K | $7.07M | −$54.2K | Cut−$2.4M |
| JPL Wealth Management, LLC | 59.5K | $7.05M | −$39.2K | Added$801.4K |
| Hilltop Holdings Inc. | 58.2K | $6.9M | −$15.3K | Added$4.46M |
| 4J Wealth Management LLC | 57.8K | $6.85M | −$40.6K | Added$408K |
| Great Diamond Partners, LLC | 57.8K | $6.85M | −$37.9K | Added$825.4K |
| Prospera Financial Services Inc | 55.3K | $6.56M | −$40.7K | Added$67.7K |
| Corient Private Wealth LLC | 54.3K | $6.43M | −$48.2K | Cut−$782K |
| MFA Wealth Services | 52.6K | $6.24M | −$38.3K | Added$129.4K |
| GenTrust, LLC | 52.1K | $6.18M | — | New |
| Blue Fin Capital, Inc. | 51.4K | $6.1M | −$34K | Added$692.2K |
| Transmarket Holdings LP | 51.1K | $6.06M | −$5.48K | Added$5.18M |
| InTrack Investment Management Inc | 50.5K | $5.99M | −$32.6K | Added$791.9K |
| Centerline Wealth Advisors, LLC | 50.2K | $5.96M | −$37.7K | Cut−$799.6K |
| DSG Capital Advisors, LLC | 50K | $5.93M | −$30.6K | Added$642K |
| Strategic Blueprint, LLC | 49.7K | $5.9M | −$37.3K | Cut−$61.2K |
| CFO4Life Group, LLC | 48.7K | $5.77M | −$36.5K | Cut−$276.3K |
| Trilogy Capital Inc. | 48.5K | $5.76M | −$36.4K | Cut−$269.9K |
| Rehmann Capital Advisory Group | 48.1K | $5.7M | −$36.1K | Cut−$60.6K |
| LARCH CAPITAL PARTNERS LLC | 47.9K | $5.68M | — | New |
| FINANCIAL MANAGEMENT NETWORK INC | 47.5K | $5.63M | −$38.4K | Cut−$334.7K |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 46.4K | $5.5M | −$9.6K | Added$3.97M |
| Steward Partners Investment Advisory, LLC | 46.2K | $5.48M | −$29.7K | Added$758.5K |
| Values First Advisors, Inc. | 46.2K | $5.48M | −$33.8K | Added$92.9K |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 46.2K | $5.48M | −$34.6K | Cut−$42.3K |
| SUMMITPOINT CAPITAL MANAGEMENT | 45.2K | $5.39M | — | Held |
| Atria Investments, Inc | 45.4K | $5.39M | −$34.1K | Cut−$218.9K |
| SEMITAM BONAM LLC | 45.3K | $5.37M | −$31.1K | Added$423K |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 44.7K | $5.3M | −$32.9K | Added$65.3K |
| Dynamic Advisor Solutions LLC | 44.4K | $5.27M | −$32.1K | Added$152.5K |
| GREAT VALLEY ADVISOR GROUP, INC. | 44.1K | $5.23M | −$32.6K | Added$65.5K |
| Latko Wealth Management, Ltd. | 44.1K | $5.23M | −$33.1K | Cut−$1.33M |
| Compass Financial Group, Inc. (Ohio) | 44.1K | $5.23M | −$32.2K | Added$102.3K |
| CITIGROUP INC | 43.7K | $5.19M | −$31.6K | Added$164K |
| 1 NORTH WEALTH SERVICES LLC | 43.6K | $5.17M | −$32.8K | Cut−$115.5K |
| Mount Lucas Management LP | 43.2K | $5.13M | −$12.5K | Added$3.14M |
| PINNACLE ASSOCIATES LTD | 43K | $5.1M | −$31K | Added$168.9K |
| Tennessee Valley Asset Management Partners | 42.9K | $5.09M | −$32.2K | Cut−$748.3K |
| Kestra Advisory Services, LLC | 42.8K | $5.07M | −$32.1K | Cut−$665K |
| Robertson Stephens Wealth Management, LLC | 42.3K | $5.02M | −$31.8K | Cut−$1.57M |
| International Private Wealth Advisors LLC | 42.3K | $5.02M | −$31.7K | Cut−$1.45M |
| Bulltick Wealth Management, LLC | 41.4K | $4.91M | −$22.4K | Added$1.36M |
| Clearstead Advisors, LLC | 41.2K | $4.89M | −$30.9K | Cut−$394.6K |
| Brookstone Capital Management | 41K | $4.86M | −$6.89K | Added$3.76M |
| Gotham Asset Management, LLC | 39.6K | $4.69M | −$11.3K | Added$2.89M |
| Cascades Capital Asset Management, LLC | 39.1K | $4.64M | −$25.9K | Added$510.3K |
| Monument Capital Management | 39K | $4.63M | −$29.3K | Cut−$250.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 38.7K | $4.58M | — | New |
| CreativeOne Wealth, LLC | 38.6K | $4.58M | −$24K | Added$763.7K |
| Gladwyn Financial Advisors, Inc. | 38.5K | $4.57M | −$28.4K | Added$42.8K |
| Storen Legacy Partners, LLC | 38.5K | $4.56M | — | New |
| EXCHANGE TRADED CONCEPTS, LLC | 38.4K | $4.55M | −$28.8K | Cut−$754.5K |
| Tidal Investments LLC | 37.8K | $4.48M | — | New |
| Pinnacle Wealth Management Advisory Group, LLC | 37.8K | $4.48M | −$26.7K | Added$219.4K |
| AXXCESS WEALTH MANAGEMENT, LLC | 37.5K | $4.45M | −$28.1K | Cut−$6.94M |
| Christensen, King & Associates Investment Services, Inc. | 37.4K | $4.44M | −$28K | Cut−$63.6K |
| Madison Asset Management, LLC | 37.4K | $4.44M | −$27.9K | Added$2.62K |
| Center For Asset Management LLC | 36.1K | $4.28M | −$23.9K | Added$467.2K |
| IHT Wealth Management, LLC | 35.6K | $4.22M | −$26.7K | Cut−$185K |
| SHELTON WEALTH MANAGEMENT, LLC | 34.9K | $4.14M | −$26.2K | Cut−$98.3K |
| UNIQUE WEALTH, LLC | 34K | $4.03M | −$25.4K | Cut−$317.7K |
| IFP Advisors, Inc | 33.9K | $4.03M | −$19.4K | Added$935K |
| Stratos Wealth Advisors, LLC | 33.8K | $4.01M | −$24.2K | Added$154.6K |
| Compound Planning, Inc. | 33.7K | $4M | −$25.3K | Cut−$185.8K |
| EFG International AG | 33K | $3.92M | −$19.2K | Added$828.1K |
| Newport Capital Group, LLC | 32.5K | $3.85M | −$24.3K | Cut−$150.2K |
| Acropolis Investment Management, LLC | 32.4K | $3.85M | −$24.2K | Cut−$3.76K |
| IF Advisors, LLC | 32K | $3.8M | −$22.6K | Added$207.8K |
Who left
- AlphaQuest LLC$48.2M
- NewEdge Advisors, LLC$20.5M
- HM PAYSON & CO$11.7M
- Diversify Advisory Services, LLC$8.78M
- Crabel Capital Management, LLC$6.02M
- PRUDENTIAL PLC$5.44M
- TIAA TRUST, NATIONAL ASSOCIATION$4.61M
- Royal Harbor Partners, LLC$4.41M
- RETIREMENT CAPITAL STRATEGIES$4.23M
- Headlands Technologies LLC$3.33M
- J.W. COLE ADVISORS, INC.$3.24M
- Edgestream Partners, L.P.$3.12M
- SYKON CAPITAL LLC$2.53M
- DOCK STREET ASSET MANAGEMENT INC$2.4M
- GTS SECURITIES LLC$2.17M
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.