Stock
Reported value
$1.79B
Holders
324
+44 new · −75 exited
Holders’ est. mark
−$91.7M
Price effect on 218 books still in the name
Largest holder
$630.4M
BANK OF AMERICA CORP /DE/
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 6.96M | $630.4M | −$33.2M | Added$73.8M |
| MORGAN STANLEY | 2.44M | $221M | −$11.5M | Added$28.9M |
| CITIGROUP INC | 1.48M | $134.1M | −$4.79M | Added$53.8M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1.03M | $93.3M | −$5.92M | Cut−$70.9M |
| GOLDMAN SACHS GROUP INC | 711.5K | $64.4M | −$4.09M | Cut−$125.5M |
| UBS Group AG | 588.9K | $53.3M | −$3.39M | Cut−$70.6M |
| RAYMOND JAMES FINANCIAL INC | 518.7K | $47M | −$2.05M | Added$12.6M |
| BNP PARIBAS FINANCIAL MARKETS | 472.6K | $42.8M | −$2.72M | Cut−$43.2M |
| Citadel | 390K | $35.3M | −$231K | Added$31.4M |
| LPL Financial LLC | 385.7K | $34.9M | −$2.22M | Cut−$44.3M |
| WELLS FARGO & COMPANY/MN | 376.8K | $34.1M | −$2.14M | Cut−$1.72M |
| BARCLAYS PLC | 257.9K | $23.4M | −$1.15M | Added$4.07M |
| ROYAL BANK OF CANADA | 173.6K | $15.7M | −$996.7K | Cut−$5.03M |
| MILLENNIUM MANAGEMENT LLC | 148.7K | $13.5M | −$727.4K | Added$1.28M |
| JPMORGAN CHASE & CO | 148.5K | $13.1M | −$898.4K | Added$2.56M |
| AMERIPRISE FINANCIAL INC | 125.2K | $11.3M | −$727.2K | Cut−$2.98M |
| Night Squared LP | 123.1K | $11.1M | −$466.5K | Added$3.33M |
| Venture Visionary Partners LLC | 109.8K | $9.94M | — | New |
| BANK OF NOVA SCOTIA | 95K | $8.6M | −$384.3K | Added$2.15M |
| Strategic Wealth Partners, Ltd. | 93.1K | $8.43M | −$498.5K | Added$80.5K |
| JANE STREET GROUP, LLC | 87K | $7.88M | −$500.1K | Cut−$8.09M |
| Shay Capital LLC | 75K | $6.79M | — | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 70.3K | $6.36M | −$397.5K | Cut−$293.1K |
| CAPITAL FUND MANAGEMENT S.A. | 68.8K | $6.23M | −$395.8K | Cut−$6.82M |
| Nan Shan Life Insurance Co., Ltd. | 67.2K | $6.09M | −$386.6K | Cut−$1.34M |
| MONTAG A & ASSOCIATES INC | 67.1K | $6.08M | −$142K | Added$3.7M |
| Focus Partners Wealth | 67K | $6.07M | −$395.3K | Cut−$553.4K |
| Walleye Capital LLC | 66.7K | $6.04M | −$30.3K | Added$5.53M |
| SeaBridge Investment Advisors LLC | 64.1K | $5.81M | −$21K | Added$5.45M |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 63.4K | $5.74M | −$364.6K | Cut−$362.4K |
| J. Goldman & Co LP | 62.1K | $5.62M | −$210.8K | Added$2.09M |
| Cetera Investment Advisers | 61.2K | $5.54M | −$351.8K | Cut−$1.85M |
| Squarepoint Ops LLC | 60.5K | $5.48M | −$325.3K | Added$32.6K |
| COTTONWOOD CAPITAL ADVISORS, LLC | 56.1K | $5.08M | −$322.4K | Cut−$382.3K |
| SummitTX Capital, L.P. | 53.4K | $4.83M | — | New |
| FOCUS Wealth Advisors, LLC | 52.6K | $4.76M | −$302.4K | Cut−$524.6K |
| Alphadyne Asset Management LP | 51.7K | $4.68M | −$297.3K | Cut−$297.3K |
| Mader & Shannon Wealth Management, Inc. | 47.2K | $4.27M | −$610.9K | Added$347.6K |
| K.J. Harrison & Partners Inc | 47K | $4.26M | −$270.3K | Cut−$270.3K |
| STIFEL FINANCIAL CORP | 45.8K | $4.15M | −$230.7K | Added$268.4K |
| McGuire Investment Group, LLC | 45.8K | $4.14M | −$262.1K | Cut−$245.4K |
| Gerber Kawasaki Wealth & Investment Management | 44.6K | $4.04M | −$256.6K | Cut−$837K |
| SIMPLEX TRADING, LLC | 43.1K | $3.91M | −$221.3K | Added$199.2K |
| OPPENHEIMER & CO INC | 40.3K | $3.64M | −$47.1K | Added$2.86M |
| Capital Asset Advisory Services LLC | 33.8K | $3.38M | $34.8K | Cut−$1.27M |
| WASHINGTON GROWTH STRATEGIES LLC | 36.7K | $3.32M | −$204.6K | Cut−$103.4K |
| TUDOR INVESTMENT CORP ET AL | 35.1K | $3.18M | — | New |
| SCOTIA CAPITAL INC. | 35.1K | $3.18M | −$196.3K | Cut−$108.5K |
| ROTHSCHILD INVESTMENT LLC | 33K | $2.99M | −$189.8K | Cut−$321K |
| FORTE ASSET MANAGEMENT LLC | 31.9K | $2.89M | — | New |
| STANSBERRY ASSET MANAGEMENT, LLC | 31.3K | $2.84M | −$166.8K | Added$43.8K |
| Balyasny Asset Management L.P. | 29.9K | $2.7M | −$28.7K | Added$2.22M |
| HARBOUR INVESTMENTS, INC. | 29.8K | $2.7M | −$14.9K | Added$2.45M |
| OSAIC HOLDINGS, INC. | 27.7K | $2.51M | −$159K | Cut−$409.2K |
| M&T Bank Corp | 26.8K | $2.42M | −$153.9K | Cut−$153.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 26.6K | $2.41M | −$152.8K | Cut−$642.2K |
| Cerity Partners LLC | 26.4K | $2.39M | −$26.4K | Added$1.95M |
| Federation des caisses Desjardins du Quebec | 24.6K | $2.22M | −$141.2K | Cut−$165.1K |
| IMC-Chicago, LLC | 23.6K | $2.14M | — | New |
| Kestra Advisory Services, LLC | 23.6K | $2.14M | −$135.8K | Cut−$513.2K |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 22.9K | $2.07M | — | New |
| Prostatis Group LLC | 22.6K | $2.05M | −$130.1K | Cut−$356K |
| ENVESTNET ASSET MANAGEMENT INC | 21.7K | $1.97M | −$124.9K | Cut−$127.9K |
| Walleye Trading LLC | 21.7K | $1.96M | −$124.6K | Cut−$749.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21.2K | $1.92M | −$122K | Cut−$15.6M |
| Creative Planning | 20.9K | $1.89M | −$120.4K | Cut−$138.8K |
| Private Advisor Group, LLC | 20.9K | $1.89M | −$120.3K | Cut−$3.29M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20K | $1.81M | −$115.3K | Cut−$557.8K |
| Meridian Wealth Management, LLC | 20K | $1.81M | −$106.7K | Added$19.7K |
| HighTower Advisors, LLC | 19.5K | $1.77M | −$112.5K | Cut−$184.9K |
| JONES FINANCIAL COMPANIES LLLP | 19.8K | $1.76M | −$126.2K | Added$113.8K |
| MML INVESTORS SERVICES, LLC | 18.7K | $1.7M | −$107.7K | Cut−$322.5K |
| Mariner, LLC | 18.5K | $1.68M | −$106.4K | Cut−$457.3K |
| Equitable Holdings, Inc. | 17.1K | $1.64M | −$4.82K | Added$187K |
| Beacon Pointe Advisors, LLC | 17.9K | $1.62M | −$102.7K | Cut−$137.7K |
| PARSONS CAPITAL MANAGEMENT INC/RI | 17.5K | $1.59M | −$100.9K | Cut−$100.9K |
| Cordoba Advisory Partners LLC | 17.3K | $1.57M | −$99.6K | Cut−$242.9K |
| Merit Financial Group, LLC | 16.7K | $1.51M | — | New |
| SIH Partners, LLLP | 15.7K | $1.42M | — | New |
| Steward Partners Investment Advisory, LLC | 15.4K | $1.4M | −$83.7K | Cut−$3.93K |
| Fidelity | 15.4K | $1.39M | −$88.1K | Cut−$81.8K |
| PINNACLE ASSOCIATES LTD | 15K | $1.36M | −$85.4K | Cut−$70.5K |
| MYDA Advisors LLC | 15K | $1.36M | — | New |
| LYELL WEALTH MANAGEMENT, LP | 14.5K | $1.31M | −$78.7K | Cut−$5.76K |
| TITLEIST ASSET MANAGEMENT, LLC | 14.5K | $1.31M | −$83.3K | Cut−$575K |
| D.A. DAVIDSON & CO. | 14.1K | $1.27M | −$71.9K | Added$67.7K |
| IFP Advisors, Inc | 13.3K | $1.2M | −$76.3K | Cut−$108.7K |
| UHLMANN PRICE SECURITIES, LLC | 12.5K | $1.13M | — | New |
| Arkadios Wealth Advisors | 12.2K | $1.1M | −$20.3K | Added$762.4K |
| JMAC ENTERPRISES LLC | 12.2K | $1.1M | −$69.9K | Cut−$75.6K |
| One Wealth Map LLC | 11.5K | $1.09M | −$73.8K | Added$127.8K |
| MENORA MIVTACHIM HOLDINGS LTD. | 12K | $1.09M | −$69K | Cut−$69K |
| MAI Capital Management | 12K | $1.08M | −$66.1K | Cut−$23.6K |
| Henson-Edgewater Management, LLC | 11.6K | $1.05M | −$66.4K | Cut−$259K |
| TRUIST FINANCIAL CORP | 11.6K | $1.05M | −$66.4K | Cut−$906.5K |
| Sanctuary Advisors, LLC | 11.4K | $1.03M | −$65.5K | Cut−$345.8K |
| COMMERCE BANK | 11.1K | $1.01M | −$62.2K | Cut−$34.8K |
| AlphaCore Capital LLC | 11K | $998.6K | −$63.4K | Cut−$361.9K |
| Giverny Capital Inc. | 10.9K | $982.8K | −$62.4K | Cut−$143.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | 10.8K | $979.9K | −$62.3K | Cut−$115.9K |
| Rockefeller Capital Management L.P. | 10.7K | $966.3K | −$61.4K | Cut−$875.4K |
| &PARTNERS | 9.96K | $901.4K | −$52.9K | Cut−$159.3K |
| Mirabaud & Cie SA | 9.8K | $887.4K | −$56.4K | Cut−$56.4K |
| Glen Eagle Advisors, LLC | 9.78K | $885.6K | −$56.2K | Cut−$81.2K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 9.5K | $860.2K | −$54.6K | Cut−$54.6K |
| IHT Wealth Management, LLC | 9.46K | $856.9K | −$54.4K | Cut−$328.9K |
| Mission Creek Capital Partners, Inc. | 9.43K | $853.9K | −$54.2K | Cut−$54.2K |
| Quantum Private Wealth, LLC | 9.26K | $838.1K | −$50.8K | Cut−$13.1K |
| MERCER GLOBAL ADVISORS INC /ADV | 9.23K | $836.2K | −$48.1K | Added$63.3K |
| BlackRock, Inc. | 9.03K | $817.5K | −$51.9K | Cut−$51.9K |
| RDA Financial Network | 8.62K | $780.5K | −$49.6K | Cut−$83.8K |
| Riverpoint Wealth Management Holdings, LLC | 8.6K | $778.4K | −$49.3K | Cut−$47.8K |
| Prospera Financial Services Inc | 8.5K | $769.8K | −$42.1K | Added$65.1K |
| Tidal Investments LLC | 8.5K | $769.7K | −$37.4K | Added$143.7K |
| Retirement Planning Co of New England, Inc. | 8.47K | $767.5K | −$48.7K | Cut−$49.2K |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 8.43K | $763.1K | −$48.5K | Cut−$48.5K |
| Allworth Financial LP | 8.18K | $740.8K | −$47.1K | Cut−$127.9K |
| TRANSCEND CAPITAL ADVISORS, LLC | 7.76K | $703.1K | −$15.8K | Added$439.1K |
| Beckerman Institutional, LLC | 7.61K | $688.8K | −$43.7K | Cut−$43.7K |
| Quantinno Capital Management LP | 7.55K | $683.8K | — | New |
| Wilson & Boucher Capital Management, LLC | 7.53K | $682.2K | −$43.3K | Cut−$79.4K |
| Jupiter Wealth Management LLC | 7.5K | $667.3K | −$175.7K | Cut−$175.7K |
| Jefferies Financial Group Inc. | 7.32K | $663.1K | −$15.2K | Added$408.9K |
| BRIAN LOW FINANCIAL GROUP, LLC | 7.24K | $655.6K | −$37.9K | Added$21.1K |
| NICOLET BANKSHARES INC | 7.02K | $635.7K | — | New |
| Regal Investment Advisors LLC | 6.88K | $622.6K | −$39.3K | Cut−$35K |
| Kingsview Wealth Management, LLC | 6.68K | $605K | −$38.4K | Cut−$14.5M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 6.64K | $601.3K | −$38.2K | Cut−$124.3K |
| Summit Financial Consulting LLC | 6.51K | $589.2K | −$25.9K | Added$154.9K |
| DIVERSIFIED TRUST CO | 6.5K | $588.6K | −$37.4K | Cut−$37.4K |
| Concurrent Investment Advisors, LLC | 6.2K | $561.2K | −$35.6K | Cut−$171.6K |
| Total Clarity Wealth Management, Inc. | 6.1K | $552.6K | −$35.1K | Cut−$53.1K |
| XTX Topco Ltd | 5.99K | $542.2K | — | New |
| GROUP ONE TRADING LLC | 5.76K | $521.8K | — | New |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5.74K | $520.1K | −$32.6K | Cut−$126.9K |
| Sterling Investment Advisors, Ltd. | 5.67K | $513.5K | −$32.6K | Cut−$61.4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 5.63K | $510.2K | −$2.21K | Added$473.1K |
| Aprio Wealth Management, LLC | 5.62K | $509.3K | −$65.8K | Cut−$64.5K |
| Quantbot Technologies LP | 5.49K | $497K | −$28.9K | Added$12.8K |
| Brightwater Advisory LLC | 5.33K | $482.4K | −$30.6K | Cut−$34.2K |
| KKM Financial LLC | 5K | $481.5K | $0 | Held |
| STEPHENS INC /AR/ | 5.17K | $467.8K | −$29.7K | Cut−$77.4K |
| Bank of New York Mellon Corp | 5.16K | $467.6K | −$12.1K | Added$265.9K |
| Glass Jacobson Investment Advisors llc | 5.15K | $466.4K | −$29.6K | Cut−$49K |
| NATIONAL BANK OF CANADA /FI/ | 5.15K | $466.1K | −$29.6K | Cut−$31.5K |
| Flagship Private Wealth, LLC | 5.05K | $457.2K | — | New |
| Certified Advisory Corp | 4.89K | $443.1K | −$28.1K | Cut−$27.2K |
| World Investment Advisors | 4.77K | $431.9K | −$15.4K | Added$175.4K |
| NewEdge Advisors, LLC | 4.4K | $420.2K | −$3.7K | Cut−$674.5K |
| CIBC WORLD MARKET INC. | 4.62K | $418.5K | −$26.6K | Cut−$40.3K |
| Guardian Asset Advisors, LLC | 4.56K | $414.3K | −$21.9K | Added$38.9K |
| Aventus Investment Advisors, Inc. | 4.56K | $412.8K | −$26.1K | Cut−$24.5K |
| PEDDOCK CAPITAL ADVISORS, LLC | 4.51K | $408.8K | −$26K | Cut−$27.3K |
| Prairie Wealth Advisors, Inc. | 0 | $403.4K | — | Cut−$74.3K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4.34K | $395K | −$22.9K | Cut−$51.9K |
| OneAscent Financial Services LLC | 4.32K | $391.5K | −$20.7K | Added$44.3K |
| PRINCIPAL SECURITIES, INC. | 4.27K | $386.3K | — | New |
| Miller Capital Partners, Inc. | 4.2K | $380.1K | −$24.1K | Cut−$25K |
| ASSETMARK, INC | 4.17K | $377.3K | −$24K | Cut−$28.9K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 4.13K | $373.9K | −$23.7K | Cut−$33.1K |
| DAVENPORT & Co LLC | 4.13K | $373.6K | −$23.6K | Cut−$21.9K |
| WEALTHGARDEN F.S. LLC | 4.12K | $373.2K | −$57.8K | Cut−$57.8K |
| Patriot Financial Group Insurance Agency, LLC | 3.92K | $354.6K | — | New |
| U.S. Capital Wealth Advisors, LLC | 3.85K | $348.9K | −$22.1K | Cut−$75.5K |
| Cambridge Advisors Inc. | 3.8K | $344.1K | −$21.9K | Cut−$21.9K |
| BANK OF MONTREAL /CAN/ | 3.77K | $341.3K | −$21.7K | Cut−$49.9K |
| FLP Wealth Management, LLC | 3.76K | $340.1K | −$15K | Added$89.6K |
| Advisory Advocates, LLC | 3.7K | $335K | −$21.3K | Cut−$21.3K |
| Trexquant Investment LP | 3.63K | $328.3K | — | New |
| Sovran Advisors, LLC | 3.35K | $323.2K | −$43.8K | Cut−$88K |
| Parallel Advisors, LLC | 3.57K | $322.9K | −$1.46K | Added$299.7K |
| CORA CAPITAL ADVISORS LLC | 3.55K | $321.2K | −$20.4K | Cut−$20.4K |
| Belvedere Trading LLC | 3.5K | $317K | — | New |
| Apeiron RIA LLC | 3.47K | $314.2K | −$42.1K | Cut−$63.7K |
| OneDigital Investment Advisors LLC | 3.38K | $306.4K | −$14.5K | Added$63K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.32K | $299.8K | −$29K | Cut−$90.3K |
| CIBC Bancorp USA Inc. | 3.22K | $291.8K | — | Held |
| BLAIR WILLIAM & CO/IL | 3.12K | $282.5K | −$3.25K | Added$228.1K |
| Capstone Capital Management Ltd | 3.07K | $278.4K | — | New |
| Advisory Services Network, LLC | 3.07K | $278K | −$17.7K | Cut−$84.5K |
| Advisory Alpha, LLC | 3.02K | $273K | −$17.4K | Cut−$51.6K |
| HOWARD WEALTH MANAGEMENT, LLC | 3K | $271.8K | −$17.2K | Cut−$16.8K |
| FARMERS TRUST CO | 2.98K | $270.1K | −$16.5K | Cut−$5.98K |
| Jaffetilchin Investment Partners, LLC | 2.97K | $269.3K | −$16.1K | Cut−$2.09K |
| PNC Financial Services Group, Inc. | 2.93K | $265K | −$15.1K | Added$10.7K |
| PFG Investments, LLC | 2.9K | $262.4K | — | New |
| CATHY PARETO & ASSOCIATES, INC | 2.87K | $259.9K | −$16.4K | Cut−$24.4K |
| Keudell/Morrison Wealth Management | 2.78K | $251.5K | −$15.9K | Cut−$15K |
| Edgestream Partners, L.P. | 2.75K | $248.8K | — | New |
| Wealthfront Advisers LLC | 2.71K | $245.3K | −$15.5K | Cut−$13.7K |
| Capital Investment Counsel, LLC | 2.68K | $242.7K | −$15.4K | Cut−$15.4K |
| IFC & Insurance Marketing, Inc. | 2.61K | $236.4K | $182.3K | Added$236.2K |
| Vienna Asset Management LLC | 2.6K | $235.1K | −$14.9K | Cut−$464.5K |
| US BANCORP \DE\ | 2.58K | $233.4K | −$14.8K | Cut−$384.9K |
| Koshinski Asset Management, Inc. | 2.56K | $231.7K | −$14.7K | Cut−$53.5K |
| Capital Square, LLC | 2.33K | $231.5K | — | New |
| Family Capital Management, Inc. | 2.54K | $230K | −$14.6K | Cut−$14.6K |
| One Capital Management, LLC | 2.54K | $229.7K | −$14.6K | Cut−$21.6K |
| Crumly & Associates Inc. | 2.52K | $228.7K | −$14.5K | Cut−$14.5K |
| Spire Wealth Management | 2.46K | $223.2K | −$14.2K | Cut−$44.8K |
| WP Advisors, LLC | 2.45K | $221.8K | −$14.1K | Cut−$13.6K |
| PFG Advisors | 2.43K | $219.8K | −$13.9K | Cut−$118.7K |
| Aspen Wealth Strategies, LLC | 2.36K | $213.8K | −$12.8K | Cut−$864 |
| Manchester Capital Management LLC | 2.36K | $213.7K | −$13.6K | Cut−$13.6K |
| VISTA INVESTMENT MANAGEMENT | 2.32K | $210.3K | −$13.4K | Cut−$13.4K |
| Interchange Capital Partners, LLC | 2.14K | $209.8K | $4.08K | Cut−$64.4K |
| TRUST POINT INC. | 2.31K | $209K | −$13.3K | Cut−$13.3K |
| Sowell Financial Services LLC | 2.3K | $208.2K | −$13.2K | Cut−$18.9K |
| LCNB CORP | 2.29K | $206.9K | −$13.1K | Cut−$13.1K |
| Valeo Financial Advisors, LLC | 2.24K | $203.2K | −$12.6K | Cut−$7.41K |
| BENJAMIN EDWARDS INC | 2.24K | $202.8K | −$12.8K | Cut−$1.76M |
| Sigma Planning Corp | 2.23K | $202.2K | −$12.6K | Cut−$8.9K |
| CARRET ASSET MANAGEMENT, LLC | 2.23K | $201.8K | −$12.8K | Cut−$12.8K |
| Quantum Capital Management, LLC / NJ | 2.08K | $188.2K | −$11.9K | Cut−$11.4K |
| AdvisorNet Financial, Inc | 2.06K | $186.3K | −$11.8K | Cut−$191K |
| NBC SECURITIES, INC. | 1.98K | $179.2K | −$11.3K | Cut−$10.2K |
| Lodestone Wealth Management LLC | 1.88K | $170.2K | −$10.9K | Cut−$15.7K |
| MARSHALL WACE, LLP | 1.8K | $163K | −$10.4K | Cut−$956.3K |
| WFA of San Diego, LLC | 1.78K | $161K | −$10.2K | Cut−$10.2K |
| Costello Asset Management, INC | 1.77K | $160.3K | −$10.1K | Cut−$31.9K |
| Kilter Group LLC | 1.71K | $155.2K | −$9.86K | Cut−$9.86K |
| Elgethun Capital Management | 1.64K | $148.9K | −$9.45K | Cut−$9.45K |
| FIFTH THIRD BANCORP | 1.59K | $143.8K | −$2K | Added$110.3K |
| Western Wealth Management, LLC | 1.52K | $137.6K | — | New |
| Holos Integrated Wealth LLC | 1.45K | $128.8K | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.37K | $124.2K | −$6.49K | Added$15.6K |
| Rice Partnership, LLC | 1.3K | $117.7K | −$7.47K | Cut−$7.47K |
| Financial Freedom, LLC | 1.26K | $113.8K | −$7.17K | Cut−$6.99K |
| Geneos Wealth Management Inc. | 1.1K | $99.4K | −$6.35K | Cut−$6.25K |
| CREDIT INDUSTRIEL ET COMMERCIAL | 1.08K | $98.2K | −$6.24K | Cut−$54.6K |
| Millstone Evans Group, LLC | 1.02K | $92.4K | −$5.87K | Cut−$5.87K |
| BROWN BROTHERS HARRIMAN & CO | 1K | $90.5K | −$5.75K | Cut−$5.75K |
| ABOUND FINANCIAL, LLC | 1K | $90.5K | −$5.75K | Cut−$5.75K |
| Godfrey Financial Associates, Inc. | 1K | $90.5K | −$5.75K | Cut−$5.75K |
| Sunbelt Securities, Inc. | 945 | $85.6K | −$5.41K | Cut−$412.4K |
| Provenance Wealth Advisors, LLC | 919 | $83.2K | −$5.28K | Cut−$36.6K |
| Parallax Volatility Advisers, L.P. | 821 | $82.2K | $3.16K | Cut−$270K |
| CWM, LLC | 868 | $78.6K | $70.6K | Added$78.5K |
| GLENMEDE TRUST CO NA | 825 | $74.7K | −$4.74K | Cut−$4.74K |
| Signature Equity Partners, LLC | 747 | $67.7K | −$40 | Added$67K |
| RMG Wealth Management LLC | 710 | $65K | — | New |
| Opal Wealth Advisors, LLC | 662 | $60K | — | New |
| Main Management ETF Advisors, LLC | 643.5K | $58.3K | −$3.7K | Cut−$3.71K |
| Atlantic Union Bankshares Corp | 619 | $56.1K | −$3.56K | Cut−$3.56K |
| Vanguard National Trust Co | 600 | $54.3K | — | Held |
| AE Wealth Management LLC | 573 | $51.9K | −$1.26K | Added$30.9K |
| Farther Finance Advisors, LLC | 540 | $49.2K | −$2.85K | Cut−$19.4K |
| Sound Income Strategies, LLC | 540 | $49.2K | −$9.13K | Cut−$9.13K |
| Aspect Partners, LLC | 520 | $47.1K | −$2.98K | Cut−$2.89K |
| Kingdom Financial Group LLC. | 501 | $45.4K | — | New |
Who left
- MKP Capital Management, L.L.C.$37.5M
- D. E. Shaw & Co., Inc.$20.9M
- Quadrature Capital Ltd$12.8M
- Passaic Partners LLC$9.94M
- Rockport Wealth LLC$8.92M
- Trilogy Capital Inc.$5.93M
- AXXCESS WEALTH MANAGEMENT, LLC$3.55M
- Polymer Capital Management (US) LLC$2.74M
- Diversify Advisory Services, LLC$2.04M
- BRANT POINT INVESTMENT MANAGEMENT LLC$1.93M
- Y-Intercept (Hong Kong) Ltd$1.87M
- BAYVIEW ASSET MANAGEMENT, LLC$1.79M
- Kraft, Davis & Associates, LLC$1.73M
- GTS SECURITIES LLC$1.66M
- Bright Futures Wealth Management, LLC.$1.45M
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.