Stock
Reported value
$4.96B
Holders
962
+61 new · −92 exited
Holders’ est. mark
−$98.5M
Price effect on 241 books still in the name
Largest holder
$689.7M
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $2.05M
- Fidelity0.0% · $431.1K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 22.7M | $689.7M | −$14.5M | Cut−$11.9M |
| MORGAN STANLEY | 15M | $455.5M | −$9.61M | Cut−$34M |
| WELLS FARGO & COMPANY/MN | 9.48M | $287.3M | −$6.06M | Cut−$6.53M |
| LPL Financial LLC | 7.71M | $233.8M | −$4.94M | Cut−$9.62M |
| UBS Group AG | 6.1M | $184.8M | −$3.86M | Cut−$2.05M |
| ROYAL BANK OF CANADA | 4.25M | $128.9M | −$2.63M | Added$1.86M |
| ENVESTNET ASSET MANAGEMENT INC | 4.2M | $127.4M | −$2.53M | Added$4.93M |
| Mariner, LLC | 3.43M | $103.8M | −$2.24M | Cut−$13.8M |
| First Interstate Bank | 2.9M | $87.9M | −$1.86M | Cut−$2.08M |
| BlackRock, Inc. | 2.77M | $83.9M | −$1.55M | Added$8.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.2M | $66.8M | −$1.37M | Added$607.6K |
| RAYMOND JAMES FINANCIAL INC | 2.16M | $65.4M | −$1.38M | Cut−$34.6M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1.95M | $59M | −$1.21M | Added$354.6K |
| TRUIST FINANCIAL CORP | 1.71M | $52M | −$1.1M | Cut−$4.44M |
| Steward Partners Investment Advisory, LLC | 1.68M | $50.8M | −$1.05M | Cut−$146.1K |
| US BANCORP \DE\ | 1.57M | $47.5M | −$1M | Cut−$7.01M |
| Cetera Investment Advisers | 1.54M | $46.8M | −$988.3K | Cut−$7.92M |
| FIFTH THIRD BANCORP | 1.52M | $46.1M | −$787.4K | Added$8.01M |
| Rockefeller Capital Management L.P. | 1.45M | $44M | −$844.1K | Added$3.17M |
| AMERIPRISE FINANCIAL INC | 1.4M | $42.5M | −$1.15M | Cut−$2.72M |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1.3M | $39.4M | −$736.4K | Added$3.78M |
| GREENLEAF TRUST | 1.25M | $37.9M | −$773.4K | Added$494.7K |
| OSAIC HOLDINGS, INC. | 1.19M | $36.1M | −$762.6K | Cut−$2.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.15M | $34.9M | −$736.5K | Cut−$5.73M |
| Baird Financial Group, Inc. | 1.09M | $33M | −$676.2K | Added$302K |
| GDS Wealth Management | 1.06M | $32M | −$607.2K | Added$2.61M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.04M | $31.6M | −$667.2K | Cut−$738K |
| STIFEL FINANCIAL CORP | 1.01M | $30.8M | −$539.6K | Added$4.67M |
| MAI Capital Management | 981.6K | $29.8M | −$593.5K | Added$1.05M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 955.5K | $29M | −$611.5K | Cut−$1.28M |
| Cerity Partners LLC | 886.1K | $26.9M | −$495.4K | Added$2.92M |
| Jaffetilchin Investment Partners, LLC | 855.4K | $25.9M | −$488.7K | Added$2.29M |
| COMMERCE BANK | 844.9K | $25.6M | −$524.4K | Added$248.4K |
| Dakota Wealth Management | 833.1K | $25.3M | −$533.2K | Cut−$3.69M |
| Hennion & Walsh Asset Management, Inc. | 821.9K | $24.9M | −$505.5K | Added$468.5K |
| HighTower Advisors, LLC | 815.8K | $24.7M | −$492.4K | Added$926.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 850.2K | $24.7M | −$2.03M | Cut−$7.81M |
| BARD ASSOCIATES INC | 691.9K | $21M | −$442.8K | Cut−$507.5K |
| Pure Financial Advisors, LLC | 679.9K | $20.6M | −$412.7K | Added$649.5K |
| Summit Financial Wealth Advisors, LLC | 676.2K | $20.5M | −$432.8K | Cut−$1.19M |
| Kestra Advisory Services, LLC | 635.4K | $19.3M | −$359.1K | Added$1.89M |
| Northside Capital Management, LLC | 632.7K | $19.2M | −$402.4K | Cut−$285.8K |
| CITIGROUP INC | 631.9K | $19.2M | −$364.9K | Added$1.51M |
| KEYBANK NATIONAL ASSOCIATION/OH | 613.4K | $18.6M | −$392.5K | Cut−$1.32M |
| SeaBridge Investment Advisors LLC | 595.9K | $18.1M | −$331.4K | Added$2.03M |
| Welch & Forbes LLC | 584.7K | $17.7M | −$374.2K | Cut−$674.1K |
| DEUTSCHE BANK AG\ | 584.6K | $17.7M | −$374.1K | Cut−$622.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 558.8K | $16.9M | −$357.6K | Cut−$2.25M |
| Sanctuary Advisors, LLC | 514.8K | $15.6M | −$253K | Added$3.37M |
| SWAN Capital LLC | 504.5K | $15.3M | −$261.9K | Added$2.63M |
| MML INVESTORS SERVICES, LLC | 497K | $15.1M | −$318.1K | Cut−$2.42M |
| STEPHENS INC /AR/ | 493.5K | $15M | −$315.8K | Cut−$932.5K |
| &PARTNERS | 492K | $15M | −$286.6K | Added$389.3K |
| Stratos Wealth Partners, LTD. | 485.4K | $14.7M | −$310.7K | Cut−$5.09M |
| Envestnet Portfolio Solutions, Inc. | 483.1K | $14.6M | −$309.2K | Cut−$1.02M |
| Cordoba Advisory Partners LLC | 479.6K | $14.5M | −$307K | Cut−$2.97M |
| Ballast, Inc. | 428.2K | $13M | −$265.8K | Added$123.2K |
| Robertson Stephens Wealth Management, LLC | 426.4K | $12.9M | −$272.9K | Cut−$846.5K |
| SBI Securities Co., Ltd. | 423.5K | $12.8M | −$271K | Cut−$345.8K |
| FULTON BREAKEFIELD BROENNIMAN LLC | 409.7K | $12.4M | −$261.3K | Cut−$221.1K |
| FIRST CITIZENS BANK & TRUST CO | 401.4K | $12.2M | −$249.6K | Added$96.9K |
| CONNING INC. | 390.5K | $11.8M | −$249.9K | Cut−$249.9K |
| JONES FINANCIAL COMPANIES LLLP | 385.6K | $11.6M | −$308.4K | Cut−$2.01M |
| CAPTRUST FINANCIAL ADVISORS | 382.9K | $11.6M | −$183.6K | Added$2.73M |
| Oak Harvest Investment Services | 370.9K | $11.2M | −$219.5K | Added$625.7K |
| MERCER GLOBAL ADVISORS INC /ADV | 364.9K | $11.1M | −$233.5K | Cut−$1.66M |
| Focus Partners Wealth | 350.5K | $10.6M | −$224.6K | Cut−$424.6K |
| COLLECTIVE FAMILY OFFICE LLC | 345.3K | $10.5M | −$211K | Added$260.2K |
| Stablepoint Partners, LLC | 339.8K | $10.3M | −$172K | Added$1.98M |
| Florida Trust Wealth Management Co | 337.6K | $10.2M | −$216.1K | Cut−$621.9K |
| BANK OF MONTREAL /CAN/ | 309.5K | $9.38M | −$189.3K | Added$226.2K |
| Mountain Hill Investment Partners Corp. | 303.6K | $9.21M | −$189.1K | Added$60.5K |
| Pinnacle Financial Partners, Inc. | 301.2K | $9.13M | −$190.1K | Cut−$64.9K |
| AMG National Trust Bank | 299K | $9.07M | −$191.4K | Cut−$207.3K |
| DAVENPORT & Co LLC | 286.6K | $8.69M | −$166.9K | Added$618.1K |
| ANGELES WEALTH MANAGEMENT, LLC | 285.5K | $8.66M | −$168K | Added$529.4K |
| Corient Private Wealth LLC | 276.6K | $8.35M | −$220.5K | Cut−$2.15M |
| Parkside Investments, LLC | 271.2K | $8.22M | −$173.5K | Cut−$6.15M |
| Freedom Day Solutions, LLC | 268.4K | $8.14M | −$162.2K | Added$287.2K |
| HUNTINGTON NATIONAL BANK | 268.3K | $8.13M | −$171.7K | Cut−$639.1K |
| Prospera Financial Services Inc | 266K | $8.07M | −$155K | Added$552.7K |
| Mesirow Financial Investment Management, Inc. | 243.7K | $7.39M | −$105.1K | Added$2.3M |
| Capital Square, LLC | 233.6K | $7.36M | −$8.17M | Cut−$1.73M |
| Regal Investment Advisors LLC | 240.7K | $7.3M | −$148.4K | Added$117.8K |
| Private Advisor Group, LLC | 236.5K | $7.17M | −$142.5K | Added$278.6K |
| Centiva Capital, LP | 232.7K | $7.06M | — | New |
| D.A. DAVIDSON & CO. | 232.4K | $7.05M | −$145.4K | Added$10.9K |
| Lido Advisors, LLC | 232K | $7.03M | −$246.8K | Added$1.02M |
| Insight Wealth Strategies, LLC | 225.3K | $6.83M | −$144.2K | Cut−$11M |
| RWA WEALTH PARTNERS, LLC | 218.9K | $6.64M | −$140.1K | Cut−$159.4K |
| Strategic Wealth Investment Group, LLC | 217.9K | $6.61M | −$138.5K | Cut−$92.5K |
| CIM, LLC | 210K | $6.37M | −$134.3K | Cut−$128.6K |
| MassMutual Private Wealth & Trust, FSB | 208.5K | $6.32M | −$129.7K | Added$45K |
| Cornerstone Financial Group, LLC /NE/ | 201.2K | $6.32M | $86.3K | Added$379.2K |
| Gerber Kawasaki Wealth & Investment Management | 203.2K | $6.16M | −$130.1K | Cut−$819.8K |
| RPg Family Wealth Advisory, LLC | 203.2K | $6.16M | −$114.4K | Added$628K |
| Risk Paradigm Group, LLC | 203.1K | $6.16M | −$119.9K | Added$357.4K |
| GOLDMAN SACHS GROUP INC | 200.3K | $6.07M | −$104.2K | Added$1.03M |
| ASSETMARK, INC | 198.3K | $6.01M | −$117.6K | Added$321.8K |
| Blue Fin Capital, Inc. | 196.1K | $5.95M | −$117.1K | Added$280.6K |
| Fortress Financial Solutions, LLC | 193.1K | $5.85M | −$118.5K | Added$123.9K |
| ZACKS INVESTMENT MANAGEMENT | 192.7K | $5.84M | −$123.3K | Cut−$14.7M |
| Beacon Pointe Advisors, LLC | 192.5K | $5.84M | −$112.3K | Added$402.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | 191.6K | $5.81M | −$120K | Added$7.11K |
| Kentucky Trust Co | 190.4K | $5.77M | −$121.6K | Cut−$112.3K |
| Paulson Wealth Management Inc. | 190.1K | $5.76M | −$111.9K | Added$348.4K |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 189.2K | $5.74M | −$110.9K | Added$367.5K |
| Tanager Wealth Management LLP | 186.7K | $5.66M | −$119.5K | Cut−$739.2K |
| ALLIANCEBERNSTEIN L.P. | 182.4K | $5.65M | −$0 | Cut−$94.5K |
| ALEXANDER LABRUNERIE & CO., INC. | 185.6K | $5.63M | −$118.8K | Cut−$129.9K |
| Beacon Harbor Wealth Advisors, Inc. | 185.1K | $5.61M | −$108.2K | Added$378.9K |
| Arch Global Advisors, LLC | 180.8K | $5.48M | — | Held |
| Integrated Wealth Concepts LLC | 179.2K | $5.43M | −$9.61K | Added$4.97M |
| QUEST INVESTMENT MANAGEMENT LLC | 177K | $5.37M | −$113.3K | Cut−$113.3K |
| Investors Research Corp | 174.5K | $5.29M | −$103.3K | Added$293.4K |
| Brookstone Capital Management | 174.4K | $5.29M | −$111.3K | Cut−$94.7K |
| Creative Planning | 172.5K | $5.23M | −$95.6K | Added$608.1K |
| EXENCIAL WEALTH ADVISORS, LLC | 170.5K | $5.17M | −$108.3K | Cut−$70.9K |
| BOS Asset Management, LLC | 166.8K | $5.06M | −$106.7K | Cut−$131.4K |
| OPPENHEIMER & CO INC | 151.9K | $4.61M | −$97.2K | Cut−$523.8K |
| FINANCIAL ADVISORY PARTNERS, LLC | 149.5K | $4.53M | −$95.7K | Cut−$273.2K |
| Farrow Financial, Inc. | 148.5K | $4.5M | — | New |
| Apella Capital, LLC | 141.9K | $4.46M | $70.9K | Cut−$35.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 146K | $4.43M | −$93.5K | Cut−$594.9K |
| Cypress Wealth Services, LLC | 141.3K | $4.28M | −$90.4K | Cut−$143.7K |
| Waverly Advisors, LLC | 140.4K | $4.26M | −$89.8K | Cut−$87.5K |
| NICOLET BANKSHARES INC | 138.4K | $4.2M | — | New |
| Cambria Investment Management, L.P. | 138.3K | $4.19M | −$90.2K | Added$29.5K |
| BANK OF STOCKTON | 138.1K | $4.19M | −$88.4K | Cut−$254.4K |
| Equitable Holdings, Inc. | 135.3K | $4.18M | −$6.89K | Added$476.6K |
| XML Financial, LLC | 137.3K | $4.16M | −$83.3K | Added$132.4K |
| WHITE PINE CAPITAL LLC | 135.9K | $4.12M | −$87K | Cut−$458.7K |
| Glaxis Capital Management, LLC | 135.3K | $4.1M | −$86.6K | Cut−$2.2M |
| Brindle & Bay Financial Advisors, LLC | 135.1K | $4.1M | −$69.8K | Added$717.4K |
| Perennial Advisors, LLC | 133.6K | $4.05M | −$83K | Added$35.1K |
| Jackson, Grant Investment Advisers, Inc. | 130.5K | $3.96M | −$83.5K | Cut−$122.5K |
| PNC Financial Services Group, Inc. | 127.8K | $3.88M | −$81.8K | Cut−$2.87M |
| Sagace Wealth Management LLC | 127.3K | $3.86M | −$81.5K | Cut−$607.8K |
| DAVIDSON INVESTMENT ADVISORS | 121.6K | $3.69M | −$72.9K | Added$160K |
| Curbstone Financial Management Corp | 119.8K | $3.63M | −$76.4K | Cut−$64.3K |
| CIBC Bancorp USA Inc. | 120.4K | $3.63M | — | Held |
| INVICTUS PRIVATE WEALTH, LLC | 118.5K | $3.59M | −$75.8K | Cut−$98.3K |
| FIRST AMERICAN TRUST, FSB | 118.4K | $3.59M | −$74.5K | Cut−$14.3K |
| Integrated Advisors Network LLC | 117.5K | $3.56M | −$47.8K | Added$1.25M |
| Community Bank, N.A. | 113.7K | $3.45M | −$72.8K | Cut−$238.8K |
| D L CARLSON INVESTMENT GROUP INC | 113.4K | $3.44M | −$68.3K | Added$135.4K |
| Wealth Advisory Solutions, LLC | 112.7K | $3.42M | −$72.1K | Cut−$570.6K |
| Summit Financial, LLC | 111.7K | $3.39M | −$71.3K | Cut−$63.3K |
| RFG Advisory, LLC | 111.7K | $3.39M | −$35.7K | Added$1.66M |
| Shulman DeMeo Asset Management LLC | 111K | $3.37M | −$71K | Cut−$228.2K |
| Arkadios Wealth Advisors | 110.8K | $3.36M | −$55.4K | Added$682.8K |
| Intrepid Financial Planning Group LLC | 111K | $3.36M | −$79.2K | Cut−$318.5K |
| Houlihan Financial Resource Group, Ltd. | 109.5K | $3.32M | −$94.9K | Cut−$231.9K |
| Concurrent Investment Advisors, LLC | 107.1K | $3.25M | −$68.5K | Cut−$104K |
| SP Asset Management LLC | 107.1K | $3.25M | −$68.1K | Cut−$47.9K |
| OLD NATIONAL BANCORP /IN/ | 107.1K | $3.25M | −$55.5K | Added$560.7K |
| Parallel Advisors, LLC | 106.2K | $3.22M | −$67.9K | Cut−$176.8K |
| INSIGNEO ADVISORY SERVICES, LLC | 106K | $3.21M | −$63.5K | Added$144.8K |
| Amicus Financial Advisors, LLC | 105.1K | $3.19M | −$67.3K | Cut−$84.2K |
| Montis Financial, LLC | 104.4K | $3.17M | −$66.8K | Cut−$340K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 104.3K | $3.16M | −$41.7K | Added$1.15M |
| Proficio Capital Partners LLC | 103.6K | $3.14M | −$34.7K | Added$1.46M |
| Winthrop Partners - WNY, LLC | 102.5K | $3.11M | −$65.4K | Cut−$55.7K |
| Aprio Wealth Management, LLC | 101.6K | $3.08M | −$63.4K | Added$13.1K |
| Aletheian Wealth Advisors LLC | 100.4K | $3.04M | — | Held |
| CARY STREET PARTNERS FINANCIAL LLC | 100.2K | $3.04M | −$64.2K | Cut−$247.9K |
| Moran Wealth Management, LLC | 99.3K | $3.01M | −$39.2K | Added$1.11M |
| HUB Investment Partners, LLC | 99.2K | $3.01M | −$53.6K | Added$412.3K |
| WJ Financial Advisors LLC | 98.8K | $3M | −$61.2K | Added$37.3K |
| HARBOUR INVESTMENTS, INC. | 97.3K | $2.95M | −$38.4K | Added$1.09M |
| Platform Technology Partners | 96.5K | $2.92M | −$61.7K | Cut−$61.7K |
| Crews Bank & Trust | 96.3K | $2.92M | −$61.6K | Cut−$109.6K |
| Sterling Investment Advisors, Ltd. | 96.2K | $2.92M | −$60K | Added$14.8K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 96.6K | $2.91M | −$90.8K | Cut−$90.8K |
| CreativeOne Wealth, LLC | 95.4K | $2.89M | −$57.6K | Added$107.9K |
| ROMAN BUTLER FULLERTON & CO | 92.6K | $2.85M | −$111K | Cut−$107.8K |
| CANANDAIGUA NATIONAL CORP | 93.6K | $2.84M | — | Held |
| Post Resch Tallon Group Inc. | 93.6K | $2.84M | −$55.6K | Added$211.1K |
| Victrix Investment Advisors | 93.3K | $2.83M | −$59.7K | Cut−$61.6K |
| CONGRESS ASSET MANAGEMENT CO | 93K | $2.82M | −$59K | Cut−$35.5K |
| Allworth Financial LP | 92.1K | $2.79M | −$59K | Cut−$140.4K |
| TRAN CAPITAL MANAGEMENT, L.P. | 90.9K | $2.76M | −$56.7K | Added$13.2K |
| Cresset Asset Management, LLC | 90K | $2.73M | −$57.2K | Cut−$41.5K |
| Sharper & Granite LLC | 89.5K | $2.71M | −$52.2K | Added$190.4K |
| TCTC Holdings, LLC | 88.6K | $2.69M | −$56.7K | Cut−$54.4K |
| MGO ONE SEVEN LLC | 88.4K | $2.68M | −$53K | Added$115.7K |
| NBT BANK N A /NY | 88K | $2.67M | −$54.7K | Added$23.8K |
| RMR Capital Management, LLC | 87.9K | $2.66M | −$56.2K | Cut−$92.3K |
| Mutual Advisors, LLC | 87.1K | $2.64M | −$55.8K | Cut−$244.6K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 87K | $2.64M | −$56K | Cut−$373.2K |
| KMG FIDUCIARY PARTNERS, LLC | 86.8K | $2.63M | −$54.1K | Added$11.5K |
| Dynamic Advisor Solutions LLC | 86.4K | $2.62M | −$47.7K | Added$309.9K |
| Atlantic Edge Private Wealth Management, LLC | 85K | $2.58M | −$54.4K | Cut−$80.4K |
| Vestmark Advisory Solutions, Inc. | 84.6K | $2.57M | −$41.6K | Added$550.2K |
| Mount Lucas Management LP | 84.5K | $2.56M | −$54.1K | Cut−$423.2K |
| COURIER CAPITAL LLC | 83.4K | $2.53M | −$53.4K | Cut−$374.1K |
| CHESAPEAKE CAPITAL CORP /IL/ | 82.1K | $2.49M | −$26K | Added$1.23M |
| Tidal Investments LLC | 82.1K | $2.49M | −$27.3K | Added$1.23M |
| OneDigital Investment Advisors LLC | 81.8K | $2.48M | −$49.7K | Added$72.7K |
| Atria Investments, Inc | 81.7K | $2.48M | −$52.1K | Cut−$41.7K |
| Peoples Bank/KS | 81.3K | $2.46M | −$52K | Cut−$84.7K |
| Legacy Capital Wealth Partners, LLC | 80.9K | $2.45M | −$45.6K | Added$249.7K |
| Graetz Wealth LLC | 80.6K | $2.44M | −$33.6K | Added$820.3K |
| Infinity Wealth Counsel, LLC | 79.6K | $2.41M | −$50.1K | Cut−$11K |
| Destination Wealth Management | 79.4K | $2.41M | −$47.4K | Added$115.3K |
| DT Investment Partners, LLC | 78.4K | $2.38M | −$50.2K | Cut−$49.9K |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 77.5K | $2.35M | $2.35M | Added$2.35M |
| Palouse Capital Management, Inc. | 77.5K | $2.35M | −$49.6K | Cut−$276.3K |
| CWM, LLC | 77.3K | $2.34M | $2.28M | Added$2.34M |
| Ashton Thomas Private Wealth, LLC | 77.1K | $2.34M | −$49.3K | Cut−$245.8K |
| OpenArc Corporate Advisory, LLC | 76.2K | $2.31M | −$48.8K | Cut−$1.12M |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 76.2K | $2.31M | −$48.8K | Cut−$109.4K |
| Ballentine Partners, LLC | 74.6K | $2.26M | −$47.7K | Cut−$47.7K |
| ARMSTRONG ADVISORY GROUP, INC | 73.7K | $2.23M | −$45.5K | Added$29.9K |
| MMBG INVESTMENT ADVISORS CO. | 73.2K | $2.22M | −$46.9K | Cut−$46.9K |
| BURKE & HERBERT BANK & TRUST CO | 73K | $2.21M | −$46.7K | Cut−$126.6K |
| Procyon Advisors, LLC | 73K | $2.21M | −$46.7K | Cut−$111.5K |
| Disciplined Investments, LLC | 72.9K | $2.21M | −$46.6K | Cut−$79.9K |
| Capstone Wealth Management Group LLC | 72.8K | $2.21M | −$46.6K | Cut−$128.5K |
| Fragasso Financial Advisors Inc | 72K | $2.2M | −$32.7K | Cut−$5.98K |
| DUNCKER STREETT & CO INC | 72.3K | $2.19M | −$46.3K | Cut−$81.1K |
| AlphaCore Capital LLC | 72K | $2.18M | −$41.9K | Added$154.1K |
| SouthState Bank Corp | 71.8K | $2.18M | −$46K | Cut−$119.2K |
| ROTHSCHILD INVESTMENT LLC | 70.6K | $2.14M | −$45K | Cut−$35.8K |
| FOCUS Wealth Advisors, LLC | 70.6K | $2.14M | −$45.2K | Cut−$130.2K |
| HSBC HOLDINGS PLC | 69.7K | $2.11M | −$38.4K | Added$255.4K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 68.5K | $2.08M | −$37.9K | Added$59K |
| Berkeley Capital Partners, LLC | 68.2K | $2.07M | −$41K | Added$84.1K |
| Arista Wealth Management, LLC | 67.8K | $2.06M | −$34.6K | Added$384.5K |
| Icahn Capital | 67.6K | $2.05M | −$39.7K | Added$130.1K |
| Meridian Wealth Management, LLC | 67.3K | $2.04M | −$21K | Added$1.02M |
| ST GERMAIN D J CO INC | 66.4K | $2.01M | −$42.5K | Cut−$88.2K |
| Wealthcare Advisory Partners LLC | 66.3K | $2.01M | −$41.4K | Added$7.36K |
| GUGGENHEIM CAPITAL LLC | 66.1K | $2.01M | −$26.9K | Added$704.8K |
| IBEX WEALTH ADVISORS | 65.5K | $1.99M | −$39.5K | Added$77K |
| Geneos Wealth Management Inc. | 65.3K | $1.98M | −$41.8K | Cut−$56.9K |
| Crewe Advisors LLC | 64.6K | $1.96M | −$41.3K | Cut−$49.9K |
| Checchi Capital Advisers, LLC | 63.8K | $1.93M | −$40.8K | Cut−$132K |
| GREENWOOD CAPITAL ASSOCIATES LLC | 63.8K | $1.93M | −$40.8K | Cut−$58.1K |
| Stronghold Wealth Management L.L.C. | 63.3K | $1.92M | −$39.6K | Added$3.1K |
| Farrell Financial LLC | 62.8K | $1.9M | −$39.4K | Cut−$2.74K |
| FELL CAPITAL MANAGEMENT /ADV | 62.8K | $1.9M | −$40.2K | Cut−$170.2K |
| Grey Ledge Advisors, LLC | 62.6K | $1.9M | −$40.1K | Cut−$184.1K |
| Clearbridge Investments, LLC | 62.2K | $1.89M | −$39.8K | Cut−$39.8K |
| SHUFRO ROSE & CO LLC | 60.7K | $1.84M | −$31.8K | Added$303K |
| FAGAN ASSOCIATES, INC. | 59.6K | $1.81M | — | New |
| Talon Private Wealth, LLC | 58.3K | $1.77M | — | Held |
| HOHIMER WEALTH MANAGEMENT, LLC | 57.8K | $1.75M | −$37K | Cut−$75.5K |
| Curi Capital, LLC | 57.3K | $1.74M | −$36.7K | Cut−$330.1K |
| Whitener Capital Management, Inc. | 57.3K | $1.74M | −$31.2K | Added$225.2K |
Who left
- Ocean Park Asset Management, LLC$26.9M
- NewEdge Advisors, LLC$12.7M
- Hilton Capital Management, LLC$11M
- Independence Financial Advisors, LLC$6.02M
- Frisch Financial Group, Inc.$4.55M
- EXCHANGE TRADED CONCEPTS, LLC$4.02M
- MILLENNIUM MANAGEMENT LLC$3.22M
- Penn Mutual Asset Management$3.01M
- Global Assets Advisory, LLC$2.87M
- Trivium Point Advisory, LLC$2.02M
- Crabel Capital Management, LLC$1.59M
- Renaissance Technologies$1.46M
- J.W. COLE ADVISORS, INC.$1.42M
- Quadrature Capital Ltd$1.39M
- IFG Advisory, LLC$1.35M
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.