Stock
Reported value
$24.6B
Holders
1,247
+99 new · −57 exited
Holders’ est. mark
$1.04B
Price effect on 245 books still in the name
Largest holder
$4.44B
ENVESTNET ASSET MANAGEMENT INC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.1% · $1.26B
- Icahn Capital0.0% · $23.1M
- Citadel0.0% · $23.7M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 59.7M | $4.44B | $155.5M | Added$659.6M |
| LPL Financial LLC | 20.8M | $1.55B | $57.4M | Added$155M |
| Fidelity | 17M | $1.26B | $49.9M | Added$46.6M |
| US BANCORP \DE\ | 14M | $1.04B | $41.1M | Added$24.5M |
| JPMORGAN CHASE & CO | 13.4M | $969.7M | $12.6M | Added$20.6M |
| MORGAN STANLEY | 12M | $889.8M | $35.2M | Added$33.9M |
| BANK OF AMERICA CORP /DE/ | 10.3M | $769M | $28.2M | Added$83M |
| JONES FINANCIAL COMPANIES LLLP | 7.44M | $536.1M | $4.28M | Added$52.7M |
| AMERIPRISE FINANCIAL INC | 6.89M | $511.9M | $15M | Added$148.9M |
| Auto-Owners Insurance Co | 4.59M | $341.1M | $13.5M | Added$13.5M |
| Envestnet Portfolio Solutions, Inc. | 4.24M | $315.5M | $12.5M | Cut−$213M |
| MML INVESTORS SERVICES, LLC | 3.94M | $292.7M | $11.6M | Cut−$27.3M |
| Cetera Investment Advisers | 3.92M | $291.1M | $11.4M | Added$13M |
| ALLIANCEBERNSTEIN L.P. | 3.82M | $273M | $1 | Cut−$48.4M |
| Dynasty Wealth Management, LLC | 3.52M | $261.9M | $2.6M | Added$198.8M |
| UBS Group AG | 3.24M | $240.6M | $8.66M | Added$30.2M |
| PNC Financial Services Group, Inc. | 3.04M | $226.4M | $8.7M | Added$15.1M |
| CWM, LLC | 3.03M | $225.3M | $225.1M | Added$224.9M |
| RiverFront Investment Group, LLC | 2.8M | $208.4M | $7.53M | Added$25.5M |
| Baird Financial Group, Inc. | 2.72M | $201.9M | $7.86M | Added$10.9M |
| ROYAL BANK OF CANADA | 2.7M | $200.7M | $7.94M | Cut−$22.2M |
| WELLS FARGO & COMPANY/MN | 2.53M | $187.8M | $7.43M | Added$1.71M |
| Bank of New York Mellon Corp | 2.48M | $184.5M | $7.04M | Added$13.5M |
| Hamilton Capital, LLC | 2.4M | $178.2M | $7.05M | Cut−$60.3M |
| TRUIST FINANCIAL CORP | 2.39M | $177.9M | $4.5M | Added$68.6M |
| Merit Financial Group, LLC | 2.37M | $176.2M | $6.68M | Added$13.9M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2.26M | $168M | — | Held |
| BlackRock, Inc. | 2.25M | $167.1M | $6.61M | Cut−$138.5M |
| RAYMOND JAMES FINANCIAL INC | 2.2M | $163.8M | $6.48M | Cut−$10.1M |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2.18M | $161.8M | $3.86M | Added$68.1M |
| Composition Wealth, LLC | 2.07M | $153.7M | $5.58M | Added$18.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.01M | $149.4M | $5.67M | Added$11.7M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 1.96M | $145.7M | $5.31M | Added$16.8M |
| OneDigital Investment Advisors LLC | 1.92M | $142.9M | $5.59M | Added$7.24M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.78M | $132.3M | $5.23M | Cut−$11.8M |
| Sanctuary Advisors, LLC | 1.76M | $130.9M | $5.11M | Added$6.9M |
| SAGESPRING WEALTH PARTNERS, LLC | 1.65M | $122.4M | $20.4M | Added$71.3M |
| JB Capital LLC | 1.61M | $119.7M | $4.73M | Added$919.1K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.55M | $115.2M | $3.14M | Added$39M |
| OpenArc Corporate Advisory, LLC | 1.48M | $110M | $113.8K | Added$107.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.48M | $109.8M | $4.34M | Cut−$22M |
| Focus Partners Wealth | 1.46M | $108.6M | $4.47M | Added$1.22M |
| Modera Wealth Management, LLC | 1.34M | $99.3M | $3.93M | Cut−$7.46M |
| Alesco Advisors LLC | 1.3M | $96.5M | $3.81M | Added$618.4K |
| STIFEL FINANCIAL CORP | 1.28M | $95M | $3.66M | Added$5.95M |
| OSAIC HOLDINGS, INC. | 1.24M | $92M | $3.36M | Added$10.1M |
| Savant Capital, LLC | 1.2M | $89.5M | $3.54M | Cut−$1.35M |
| M&T Bank Corp | 1.19M | $88.8M | $3.51M | Cut−$3.21M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1.14M | $84.4M | $3.16M | Added$576K |
| ASPIRIANT, LLC | 1.07M | $79.5M | $3.14M | Added$1.62M |
| Cerity Partners LLC | 1.04M | $77.5M | $442.6K | Added$66.7M |
| Caisse de depot et placement du Quebec | 965.8K | $71.8M | $2.84M | Cut−$4.74M |
| Beacon Pointe Advisors, LLC | 965.5K | $71.8M | $1.7M | Added$30.4M |
| SOFI WEALTH, LLC | 956.8K | $71.1M | $2.81M | Cut−$6.55M |
| AE Wealth Management LLC | 929.8K | $69.1M | $2.73M | Cut−$5.91M |
| Financial Synergies Wealth Advisors, Inc. | 899.2K | $66.9M | $2.64M | Added$1.2M |
| Mariner, LLC | 888.6K | $66.1M | $2.55M | Added$4.14M |
| Pathstone Holdings, LLC | 869.5K | $64.6M | $2.56M | Added$1.62M |
| Hackensack Meridian Health, Inc. | 853K | $63.4M | $2.51M | Cut−$491.4K |
| Angeles Investment Advisors, LLC | 756.9K | $56.3M | $2.23M | Cut−$534.9K |
| BRAVE ASSET MANAGEMENT INC | 737.7K | $54.8M | $2.13M | Added$3.22M |
| CARY STREET PARTNERS FINANCIAL LLC | 731.2K | $53M | $2.05M | Added$5M |
| Atria Investments, Inc | 695.2K | $51.7M | $2.04M | Added$1.13M |
| Icon Wealth Advisors, LLC | 636.6K | $48.2M | $2.7M | Added$3.94M |
| FIRST AMERICAN TRUST, FSB | 587.9K | $43.7M | $1.73M | Cut−$7.79M |
| Prosperity Consulting Group, LLC | 579.5K | $43.1M | $1.67M | Added$2.5M |
| MERCER GLOBAL ADVISORS INC /ADV | 564.2K | $41.9M | $939.6K | Added$19.1M |
| GOLDMAN SACHS GROUP INC | 552.4K | $41.1M | $1.51M | Added$4.28M |
| PRUDENTIAL FINANCIAL INC | 530.6K | $39.5M | $1.42M | Cut−$511.5K |
| Rockefeller Capital Management L.P. | 529.7K | $39.4M | $1.56M | Added$482.4K |
| Kestra Advisory Services, LLC | 529K | $39.3M | $1.4M | Added$5.4M |
| HighTower Advisors, LLC | 524.5K | $39M | $1.43M | Added$4.27M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 517.5K | $38.8M | $903.6K | Added$13.8M |
| WALLER FINANCIAL PLANNING GROUP, INC | 511.3K | $38M | $1.38M | Added$4.52M |
| FIFTH THIRD BANCORP | 505.7K | $37.6M | $838.2K | Added$17.2M |
| Waverly Advisors, LLC | 505.3K | $37.6M | $1.47M | Added$1.83M |
| UMB Bank, n.a. | 504.9K | $37.5M | $1.48M | Cut−$399K |
| Octavia Wealth Advisors, LLC | 504.8K | $37.5M | $1.48M | Cut−$1.18M |
| EP Wealth Advisors, LLC | 492.7K | $36.6M | $1.45M | Added$50.3K |
| INTEGRITY ALLIANCE, LLC. | 490.5K | $36.5M | $1.44M | Cut−$800.4K |
| Farther Finance Advisors, LLC | 480.4K | $36.2M | $1.85M | Cut−$6.29M |
| CAPTRUST FINANCIAL ADVISORS | 474K | $35.2M | $1.38M | Added$1.83M |
| FRANKLIN RESOURCES INC | 473.9K | $35.2M | $1.36M | Added$2.1M |
| Pacific Life Fund Advisors LLC | 460.6K | $34.2M | $1.35M | Cut−$11.5M |
| Elgethun Capital Management | 457.4K | $34M | $1.34M | Added$1.52M |
| MGO ONE SEVEN LLC | 449.8K | $33.4M | $1.06M | Added$7.73M |
| Marks Group Wealth Management, Inc | 446.5K | $33.2M | $1.03M | Added$8.24M |
| Ascent Group, LLC | 446.3K | $33.2M | $1.28M | Added$1.97M |
| IHT Wealth Management, LLC | 445.4K | $33.1M | $1.31M | Cut−$25.9K |
| BANK OF MONTREAL /CAN/ | 432.8K | $32.2M | $1.16M | Added$3.98M |
| Affinity Capital Advisors, LLC | 424.3K | $31.6M | $1.22M | Added$1.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 423.8K | $31.5M | $135.8K | Added$28.2M |
| Townsend & Associates, Inc | 398.1K | $30.6M | $1.41M | Cut−$7.02M |
| Lido Advisors, LLC | 385.1K | $28.6M | $1.19M | Added$845.2K |
| Stone House Investment Management, LLC | 383.6K | $28.5M | $1.13M | Added$678.7K |
| Focus Partners Advisor Solutions, LLC | 383K | $28.5M | $1.13M | Cut−$626.9K |
| Allspring Global Investments Holdings, LLC | 379.3K | $28.2M | $1.12M | Cut−$1.85M |
| EXENCIAL WEALTH ADVISORS, LLC | 371.8K | $27.6M | $1.09M | Added$700.5K |
| TD PRIVATE CLIENT WEALTH LLC | 364.7K | $27.1M | $290.8K | Added$20.1M |
| Orion Porfolio Solutions, LLC | 355.1K | $26.4M | $1.04M | Cut−$737K |
| BOKF, NA | 348.6K | $25.9M | $976.2K | Added$2.21M |
| EQ LLC | 347.5K | $25.8M | $970.1K | Added$2.27M |
| One Capital Management, LLC | 345.6K | $25.7M | $56.1K | Added$24.3M |
| Sharkey, Howes & Javer | 338.5K | $25.2M | $995.3K | Cut−$4.65M |
| Perigon Wealth Management, LLC | 332.3K | $24.7M | $977.1K | Cut−$131.4K |
| Cardinal Strategic Wealth Guidance | 328.6K | $24.4M | $966.1K | Added$873.9K |
| SteelPeak Wealth, LLC | 327.6K | $24.4M | $963.1K | Cut−$1.67M |
| Concurrent Investment Advisors, LLC | 322.1K | $23.9M | $411.7K | Added$13.9M |
| Bruce G. Allen Investments, LLC | 318.7K | $23.7M | $937K | Added$496.8K |
| Citadel | 318.4K | $23.7M | $290.9K | Added$16.6M |
| Arete Wealth Advisors, LLC | 315.8K | $23.5M | $23.5M | Added$23.5M |
| Shakespeare Wealth Management, LLC | 311.3K | $23.1M | $915.3K | Added$316K |
| Icahn Capital | 311K | $23.1M | $893.9K | Added$1.41M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 309.2K | $23M | $881.8K | Added$1.57M |
| Strategic Blueprint, LLC | 306.7K | $22.8M | $901.8K | Cut−$455.2K |
| &PARTNERS | 306.7K | $22.8M | $848.3K | Added$1.66M |
| World Investment Advisors | 298.8K | $22.2M | $878.5K | Cut−$394.9K |
| PAX Financial Group, LLC | 286.6K | $21.3M | $812.9K | Added$1.56M |
| Integrated Wealth Concepts LLC | 285.9K | $21.3M | $840.6K | Added$330.5K |
| 1607 Capital Partners, LLC | 279K | $20.7M | — | New |
| Valence8 US LP | 278K | $20.7M | $817.2K | Cut−$5.02M |
| Ashton Thomas Private Wealth, LLC | 271.8K | $20.2M | $799.1K | Added$452.9K |
| Verdence Capital Advisors LLC | 268.7K | $20M | $733K | Added$2.17M |
| West Wealth Group, LLC | 263.1K | $19.6M | $773.5K | Cut−$13.1M |
| Plancorp, LLC | 251K | $19.5M | $1.59M | Added$1.37M |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 260.3K | $19.4M | $765.4K | Cut−$802.3K |
| JOHNSON INVESTMENT COUNSEL INC | 259.6K | $19.3M | $725.3K | Added$1.68M |
| Trek Financial, LLC | 258.5K | $19.2M | $713.1K | Added$1.9M |
| MA Private Wealth | 257.4K | $19.1M | $756.8K | Cut−$9.31M |
| WEALTH ALLIANCE, LLC | 256.4K | $19.1M | $753.9K | Added$68.9K |
| Private Advisor Group, LLC | 252.1K | $18.7M | $741.3K | Cut−$2.38M |
| Keystone Financial Services | 247.6K | $18.4M | $727.9K | Cut−$2.65M |
| Checchi Capital Advisers, LLC | 239.8K | $17.8M | $705K | Cut−$1.59M |
| GREENLEAF TRUST | 239.6K | $17.8M | $704.3K | Added$252.9K |
| Summit Trail Advisors, LLC | 238.1K | $17.7M | $700.1K | Added$700.9K |
| Meridian Wealth Partners, LLC | 236.2K | $17.6M | $679.5K | Added$1.06M |
| Accredited Investors Inc. | 234.8K | $17.5M | $690.3K | Added$430.2K |
| FINANCIAL LIFE ADVISORS | 234.7K | $17.5M | $690K | Added$479.3K |
| Keebeck Wealth Management | 233K | $17.3M | $685K | Added$279.9K |
| Creative Planning | 229.2K | $17M | $640.9K | Added$1.48M |
| hemming& Wealth Management, Inc. | 228.6K | $17M | $672K | Added$435.9K |
| Wakefield Asset Management LLLP | 228.2K | $17M | $671K | Added$391.5K |
| Robertson Stephens Wealth Management, LLC | 228.1K | $17M | $670.6K | Cut−$53.1K |
| Associated Banc-Corp | 227.5K | $16.9M | $652.8K | Added$1.06M |
| Larson Financial Group LLC | 225.8K | $16.8M | $663.8K | Cut−$3.78M |
| Corient Private Wealth LLC | 223.8K | $16.5M | $533K | Added$884.6K |
| Horst & Graben Wealth Management LLC | 214.9K | $16.4M | $1.09M | Cut−$7.94M |
| HighMark Wealth Management LLC | 220.3K | $16.4M | $647.8K | Added$457.2K |
| Elevated Financial Group LLC | 214.5K | $15.9M | $600.2K | Added$1.37M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 214K | $15.9M | $583.1K | Added$1.75M |
| BLAIR WILLIAM & CO/IL | 213.6K | $15.9M | $526.6K | Added$3.09M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 208.2K | $15.8M | $428.1K | Added$5.6M |
| CITIGROUP INC | 210.8K | $15.7M | $516.9K | Added$3.12M |
| POTOMAC FUND MANAGEMENT INC /ADV | 206.4K | $15.3M | — | New |
| CreativeOne Wealth, LLC | 206.3K | $15.3M | $606.5K | Cut−$15.5M |
| FIDUCIENT ADVISORS LLC | 206.2K | $15.3M | $606.4K | Cut−$1.73M |
| Lineweaver Wealth Advisors, LLC | 203.5K | $15.1M | $598.3K | Added$520.4K |
| Regal Investment Advisors LLC | 203.2K | $15.1M | $578.8K | Added$1.05M |
| Lloyd Advisory Services, LLC. | 201.8K | $15M | $22.4K | Added$14.5M |
| Kingdom Financial Group LLC. | 201.8K | $15M | $593.2K | Added$167.9K |
| Sequoia Financial Advisors, LLC | 200.4K | $14.9M | $589.2K | Added$178.3K |
| Gateway Wealth Partners, LLC | 199.8K | $14.9M | $201.3K | Added$9.97M |
| Steward Partners Investment Advisory, LLC | 199.1K | $14.8M | $585.3K | Cut−$275.6K |
| Cypress Wealth Services, LLC | 199K | $14.8M | $585.2K | Cut−$2.61M |
| WATERSHED PRIVATE WEALTH LLC | 199K | $14.8M | $532.5K | Added$1.87M |
| Stonebrook Private Inc. | 197.7K | $14.7M | $581.4K | Cut−$5.19M |
| SWMG, LLC | 197K | $14.6M | −$687.4K | Cut−$700.5K |
| Brookstone Capital Management | 196.6K | $14.6M | $548.4K | Added$1.3M |
| Apeiron RIA LLC | 193.5K | $14.4M | −$185K | Cut−$662.8K |
| Aptus Capital Advisors, LLC | 193.1K | $14.4M | $567.7K | Added$526.9K |
| One Wealth Advisors, LLC | 192K | $14.3M | $564.4K | Cut−$6.26M |
| Ancora Advisors LLC | 191.8K | $14.3M | $516.3K | Added$1.72M |
| Apollon Wealth Management, LLC | 191.7K | $14.3M | $550.5K | Added$882.2K |
| Legacy Financial Group LLC | 190.2K | $14.1M | −$576.2K | Cut−$602.3K |
| Rothschild Wealth LLC | 189.7K | $14.1M | $519.2K | Added$1.49M |
| Pinnacle Wealth Planning Services, Inc. | 189K | $14.1M | $518.2K | Added$1.46M |
| CFS Investment Advisory Services, LLC | 178.7K | $14M | $1.29M | Cut−$5.73M |
| Baker Avenue Asset Management, LP | 187.8K | $14M | $551.1K | Added$579K |
| Modern Wealth Management, LLC | 185.2K | $13.9M | $509.1K | Added$4.52M |
| Integrated Capital Management, LLC | 185.3K | $13.8M | $532.8K | Added$838.3K |
| L2 Asset Management, LLC | 184.7K | $13.7M | $481.4K | Added$2.04M |
| Advisory Services Network, LLC | 183K | $13.6M | $501.7K | Added$1.43M |
| Quent Capital, LLC | 179.6K | $13.4M | $527.9K | Cut−$201.5K |
| Able Wealth Management LLC | 179.2K | $13.3M | $503.2K | Added$1.1M |
| Kilter Group LLC | 178.2K | $13.2M | $515.1K | Added$734.1K |
| Blue Trust, Inc. | 176.4K | $13.1M | $518.7K | Cut−$387.9K |
| SAX WEALTH ADVISORS, LLC | 180.9K | $12.9M | $0 | Held |
| Triad Wealth Partners, LLC | 171.3K | $12.7M | $503.6K | Cut−$3.01M |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 171.2K | $12.7M | $503.2K | Added$452.3K |
| Van Hulzen Asset Management, LLC | 169K | $12.6M | $496.9K | Added$465.8K |
| Simplicity Wealth,LLC | 165.6K | $12.3M | $469.2K | Added$914.4K |
| LIBERTY WEALTH MANAGEMENT LLC | 162.8K | $12.1M | $426.6K | Added$2.51M |
| RTD Financial Advisors, Inc. | 161.2K | $12M | $473.8K | Cut−$42.2K |
| LifeWealth Investments, LLC | 160.9K | $12M | $423.5K | Added$1.68M |
| Maia Wealth LLC | 158.7K | $11.8M | −$718.9K | Cut−$2.57M |
| Arkadios Wealth Advisors | 157.7K | $11.7M | $328K | Added$3.76M |
| Fifth Third Wealth Advisors LLC | 156.5K | $11.6M | $357.3K | Added$2.96M |
| Bay Harbor Wealth Management, LLC | 155.9K | $11.6M | $458.4K | Added$224.3K |
| Physician Wealth Advisors, Inc. | 152.7K | $11.4M | $448.9K | Cut−$7.88M |
| Sovran Advisors, LLC | 145.9K | $11.3M | $620K | Added$648K |
| BIP Wealth, LLC | 151.6K | $11.3M | $445.9K | Cut−$47.2K |
| UNIQUE WEALTH, LLC | 150.5K | $11.2M | $362.9K | Added$2.37M |
| Shum Financial Group, Inc. | 150.2K | $11.2M | $433.3K | Added$639.7K |
| Advyzon Investment Management, LLC | 148.2K | $11M | $285.4K | Added$4.09M |
| CLIENT 1ST ADVISORY GROUP, LLC | 148.1K | $11M | $385.4K | Added$1.65M |
| VOYA INVESTMENT MANAGEMENT LLC | 147.2K | $10.9M | $254.4K | Added$4.76M |
| Invst, LLC | 146.1K | $10.9M | $429.6K | Cut−$714.9K |
| Snowden Capital Advisors LLC | 146K | $10.9M | $429.3K | Cut−$1.12M |
| BOK Financial Private Wealth, Inc. | 143.7K | $10.7M | $421.3K | Added$451.6K |
| WealthShield Partners, LLC | 143.4K | $10.7M | $421.6K | Cut−$1.13M |
| McLean Asset Management Corp | 139.8K | $10.4M | $130K | Cut−$28.2K |
| Allworth Financial LP | 137.8K | $10.2M | $405.2K | Added$375.2K |
| HOWARD BAILEY SECURITIES, LLC | 136K | $10.1M | $399.9K | Cut−$136.1K |
| N.E.W. Advisory Services LLC | 135.4K | $10.1M | $398K | Added$113.8K |
| STALEY CAPITAL ADVISERS INC | 134.9K | $10M | $394.5K | Added$447.7K |
| NORTHERN TRUST CORP | 134K | $9.97M | $380K | Added$735.2K |
| JANE STREET GROUP, LLC | 131.7K | $9.79M | — | New |
| Prospera Financial Services Inc | 129.7K | $9.64M | $381.4K | Cut−$758.8K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 129.6K | $9.63M | $381K | Added$69.5K |
| ONE Advisory Partners, LLC | 126.8K | $9.43M | $372.8K | Cut−$5.11M |
| CoreCap Advisors, LLC | 126.3K | $9.39M | $363.1K | Added$574.3K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 126.1K | $9.38M | $167.1K | Added$5.32M |
| ASSETMARK, INC | 124.5K | $9.26M | $366.1K | Cut−$50.2M |
| Apella Capital, LLC | 117.3K | $9.22M | $844.3K | Added$495K |
| TSA Wealth Managment LLC | 123.9K | $9.21M | $364.2K | Cut−$3.18M |
| WCG Wealth Advisors LLC | 123.2K | $9.16M | $362.1K | Cut−$778.1K |
| Johnson Financial Group, Inc. | 123.1K | $9.15M | $362K | Cut−$155.2K |
| CHOREO, LLC | 122.1K | $9.08M | $326K | Added$175.3K |
| VestGen Advisors, LLC | 114.8K | $8.96M | $720.8K | Added$1.25M |
| Spire Wealth Management | 119.9K | $8.91M | $352.5K | Added$80.5K |
| Lansing Street Advisors | 119.5K | $8.89M | $315.7K | Added$1.22M |
| Wealthcare Advisory Partners LLC | 118.8K | $8.84M | $349.4K | Cut−$1.07M |
| Quadrant Private Wealth Management, LLC | 117K | $8.7M | $307.7K | Added$1.22M |
| Callan Family Office, LLC | 116.7K | $8.67M | $343K | Added$249.8K |
| GLENMEDE TRUST CO NA | 115.8K | $8.61M | $337.6K | Added$412.3K |
| North Star Investment Management Corp. | 115.7K | $8.6M | $333.6K | Added$502K |
| Kelly Financial Services LLC | 115.3K | $8.54M | $307.3K | Cut−$5.65M |
| Brady Martz Wealth Solutions, LLC | 114.7K | $8.53M | $337.1K | Added$331.3K |
| LiftPoint Family Wealth Advisors LLC | 113.8K | $8.46M | $334.6K | Added$295.5K |
| Capital Advantage, Inc. | 113.2K | $8.42M | $332.9K | Added$285.4K |
| Gilbert Capital Group, Inc. | 113K | $8.4M | $227K | Added$2.89M |
| Centerline Wealth Advisors, LLC | 113K | $8.4M | $212.2K | Added$3.24M |
| 1ST SOURCE BANK | 111.8K | $8.31M | $328.7K | Added$147.8K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 110.7K | $8.23M | −$436.4K | Added$212.4K |
| INDEPENDENT FINANCIAL GROUP, LLC | 109.5K | $8.14M | $321.9K | Cut−$3.86M |
| Focus Financial Network, Inc. | 108.9K | $8.1M | $320.2K | Cut−$4.5M |
| COURIER CAPITAL LLC | 108.9K | $8.1M | $309K | Added$592.3K |
| SigFig Wealth Management, LLC | 108.7K | $8.08M | $319.5K | Cut−$365.5K |
| Kathmere Capital Management, LLC | 106.9K | $7.95M | $312.9K | Added$349.3K |
| RESOLUTE WEALTH ADVISOR, INC. | 106.8K | $7.94M | — | Held |
Who left
- NewEdge Advisors, LLC$145.4M
- SCHRODER INVESTMENT MANAGEMENT GROUP$101.2M
- Covenant Partners, LLC$27.2M
- Eaton Financial Holdings Company, LLC$5.93M
- Quadrature Capital Ltd$5.35M
- Diversify Advisory Services, LLC$5.12M
- IFG Advisory, LLC$4.02M
- Renaissance Technologies$3.58M
- Beirne Wealth Consulting Services, LLC$3.17M
- J.W. COLE ADVISORS, INC.$2.41M
- StoneX Group Inc.$859.5K
- MILLENNIUM MANAGEMENT LLC$813.4K
- Pallas Capital Advisors LLC$805.3K
- Integrated Advisors Network LLC$782.8K
- Magnus Financial Group LLC$739.9K
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.