Stock
Reported value
$11.6B
Holders
1,004
+109 new · −65 exited
Holders’ est. mark
−$128.7M
Price effect on 238 books still in the name
Largest holder
$2.49B
ENVESTNET ASSET MANAGEMENT INC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $110.3M
- Icahn Capital0.0% · $2.47M
- Renaissance Technologies0.0% · $634.8K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 22.4M | $2.49B | −$6.78M | Added$2.19B |
| LPL Financial LLC | 7.91M | $880.6M | −$5.5M | Added$634.9M |
| MORGAN STANLEY | 4.76M | $530.3M | −$6.65M | Added$233M |
| BANK OF AMERICA CORP /DE/ | 4.71M | $524.4M | −$8.89M | Added$127.1M |
| JONES FINANCIAL COMPANIES LLLP | 4.3M | $462.9M | −$24.3M | Added$21.5M |
| JPMORGAN CHASE & CO | 3.43M | $369.6M | −$14M | Added$115.5M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.31M | $257.1M | −$5.89M | Cut−$13.4M |
| Cetera Investment Advisers | 2.21M | $245.9M | −$2.5M | Added$134.2M |
| Envestnet Portfolio Solutions, Inc. | 1.84M | $204.9M | −$294.7K | Added$191.7M |
| MML INVESTORS SERVICES, LLC | 1.54M | $171.7M | −$995.5K | Added$127.2M |
| Bank of New York Mellon Corp | 1.47M | $164M | −$1.41M | Added$101.1M |
| US BANCORP \DE\ | 1.3M | $145.3M | −$3.33M | Cut−$4.12M |
| WELLS FARGO & COMPANY/MN | 1.26M | $140.7M | −$2.95M | Added$8.93M |
| PNC Financial Services Group, Inc. | 1.24M | $138.3M | −$3.16M | Cut−$2.89M |
| AMERIPRISE FINANCIAL INC | 1.09M | $121.7M | −$1.94M | Added$34M |
| Fidelity | 990.1K | $110.3M | −$2.52M | Cut−$4.04M |
| UBS Group AG | 988.5K | $110.1M | −$2.21M | Added$11.5M |
| Sanctuary Advisors, LLC | 855.8K | $95.3M | −$1.37M | Added$33.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 821.3K | $91.5M | −$1.69M | Added$16.1M |
| TRUIST FINANCIAL CORP | 763.7K | $85.1M | −$484.5K | Added$63.4M |
| JB Capital LLC | 699.4K | $77.9M | −$42K | Added$76M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 652.7K | $72.7M | −$1.66M | Cut−$3.43M |
| ROYAL BANK OF CANADA | 632.7K | $70.5M | −$1.12M | Added$20.6M |
| RAYMOND JAMES FINANCIAL INC | 619.7K | $69M | −$1.58M | Cut−$2.06M |
| Focus Partners Wealth | 604.5K | $67.3M | −$1.54M | Cut−$4.67M |
| Quent Capital, LLC | 567.2K | $63.2M | −$1.39M | Added$870K |
| Beacon Pointe Advisors, LLC | 566K | $63M | −$1.12M | Added$13.1M |
| M&T Bank Corp | 548.7K | $61.1M | −$1.4M | Cut−$6.34M |
| STIFEL FINANCIAL CORP | 530.9K | $59.1M | −$392.7K | Added$41.6M |
| CARY STREET PARTNERS FINANCIAL LLC | 526.1K | $58.6M | −$1.15M | Added$7.25M |
| OSAIC HOLDINGS, INC. | 519.8K | $57.9M | −$787K | Added$24M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 493.2K | $54.9M | — | Held |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 490.5K | $54.6M | −$35.1K | Added$53.1M |
| AE Wealth Management LLC | 490.4K | $54.6M | −$1.25M | Cut−$4.59M |
| Financial Synergies Wealth Advisors, Inc. | 486.3K | $54.2M | −$1.24M | Cut−$1.14M |
| Savvy Advisors, Inc. | 464.3K | $51.7M | −$454.7K | Added$31.4M |
| Baker Avenue Asset Management, LP | 454.4K | $50.6M | −$1.15M | Cut−$753.8K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 440.6K | $49.1M | −$1.12M | Cut−$5.48M |
| COMMONWEALTH EQUITY SERVICES, LLC | 397.3K | $44.2M | −$1.01M | Cut−$2.26M |
| CAPTRUST FINANCIAL ADVISORS | 390.4K | $43.5M | −$674.1K | Added$13.4M |
| SOFI WEALTH, LLC | 378.7K | $42.2M | −$965.7K | Cut−$18.1M |
| Cerity Partners LLC | 376.9K | $42M | −$241.2K | Added$33.4M |
| Mariner, LLC | 376.5K | $41.9M | −$888.5K | Added$2.23M |
| BlackRock, Inc. | 374.6K | $41.7M | −$42.3K | Added$39.8M |
| BOKF, NA | 348.2K | $38.8M | −$807.7K | Added$2.69M |
| Octavia Wealth Advisors, LLC | 329.3K | $36.7M | −$829.1K | Cut−$373.4K |
| Corient Private Wealth LLC | 309.9K | $34.4M | −$902.5K | Cut−$1.85M |
| Kestra Advisory Services, LLC | 303.8K | $33.8M | −$630.4K | Added$5.68M |
| Icon Wealth Advisors, LLC | 290.6K | $33.8M | $207.3K | Added$23.6M |
| NBT BANK N A /NY | 291.4K | $32.5M | −$1.07M | Added$55.5K |
| Atria Investments, Inc | 286.6K | $31.9M | −$76.8K | Added$28.5M |
| UMB Bank, n.a. | 281.9K | $31.4M | −$718.9K | Cut−$1.6M |
| Meridian Wealth Partners, LLC | 278.7K | $31M | −$684K | Added$480.4K |
| GOLDMAN SACHS GROUP INC | 273.7K | $30.5M | −$698K | Cut−$18.3M |
| CHOREO, LLC | 268.6K | $29.9M | −$767.3K | Added$1.44M |
| HighTower Advisors, LLC | 267.5K | $29.8M | −$572.8K | Added$4.17M |
| Merit Financial Group, LLC | 251.7K | $28M | −$540.3K | Added$3.9M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 235.1K | $26.2M | −$254.4K | Added$14.8M |
| BANK OF MONTREAL /CAN/ | 226.1K | $25.2M | −$576.4K | Cut−$3.09M |
| Cresset Asset Management, LLC | 225.2K | $25.1M | −$571.4K | Cut−$442.6K |
| WALLER FINANCIAL PLANNING GROUP, INC | 215.7K | $24M | −$507.8K | Added$1.34M |
| Pathstone Holdings, LLC | 215.4K | $24M | −$381.4K | Added$6.95M |
| Lido Advisors, LLC | 211.4K | $23.5M | −$535.6K | Cut−$386.6K |
| Itau Unibanco Holding S.A. | 209.2K | $23.3M | −$533.5K | Cut−$2.42M |
| Cassaday & Co Wealth Management LLC | 194.2K | $21.6M | −$495.2K | Cut−$922.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 192.1K | $21.4M | −$225.5K | Added$11.3M |
| Integrated Wealth Concepts LLC | 189.3K | $21.1M | −$365.5K | Added$4.75M |
| RTD Financial Advisors, Inc. | 187.1K | $20.8M | −$477.2K | Cut−$1.21M |
| Creative Planning | 184.5K | $20.5M | −$387.7K | Added$3.22M |
| Shakespeare Wealth Management, LLC | 180.7K | $20.1M | −$448.9K | Added$71.9K |
| Baird Financial Group, Inc. | 180.6K | $20.1M | −$404.1K | Added$2.06M |
| Orion Porfolio Solutions, LLC | 180.5K | $20.1M | −$185.9K | Added$11.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 176.4K | $19.9M | −$785.8K | Added$1.85M |
| OneDigital Investment Advisors LLC | 177.6K | $19.8M | −$453K | Cut−$1.36M |
| STALEY CAPITAL ADVISERS INC | 173.9K | $19.4M | −$418.4K | Added$672K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 172.1K | $19.2M | −$415.9K | Added$586.2K |
| Federation des caisses Desjardins du Quebec | 167.7K | $18.7M | −$427.6K | Cut−$19.5M |
| EP Wealth Advisors, LLC | 167.5K | $18.7M | −$427K | Cut−$2.07M |
| Seneca Financial Advisors LLC | 162.8K | $18.1M | −$374.4K | Added$1.41M |
| Marks Group Wealth Management, Inc | 160.3K | $17.9M | −$213.3K | Added$8.32M |
| JOHNSON INVESTMENT COUNSEL INC | 159.6K | $17.8M | −$379.6K | Added$817.6K |
| Stone House Investment Management, LLC | 159.1K | $17.7M | −$39K | Added$16M |
| FIRST NATIONAL BANK OF OMAHA | 164.5K | $17.7M | −$1.12M | Cut−$3.98M |
| Affinity Capital Advisors, LLC | 158.1K | $17.6M | −$365.6K | Added$1.28M |
| NorthRock Partners, LLC | 155.6K | $17.3M | −$143.6K | Added$10.9M |
| Farther Finance Advisors, LLC | 146.5K | $16.7M | −$24.1K | Added$4.21M |
| Wakefield Asset Management LLLP | 146.3K | $16.3M | −$349.7K | Added$673.9K |
| Cerro Pacific Wealth Advisors LLC | 145.4K | $16.2M | −$230.4K | Added$5.91M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 144.9K | $16.1M | −$352.1K | Added$400.2K |
| CWM, LLC | 144.5K | $16.1M | $16.1M | Added$16.1M |
| IHT Wealth Management, LLC | 144K | $16M | −$122.6K | Added$10.6M |
| MERCER GLOBAL ADVISORS INC /ADV | 142.3K | $15.8M | −$362.5K | Cut−$2.9M |
| &PARTNERS | 141.7K | $15.8M | −$273.6K | Added$3.06M |
| SteelPeak Wealth, LLC | 137.2K | $15.3M | −$5.34K | Added$15M |
| Sharkey, Howes & Javer | 134.8K | $15M | −$96.2K | Added$10.7M |
| MGO ONE SEVEN LLC | 127.9K | $14.2M | −$73.4K | Added$11M |
| Waverly Advisors, LLC | 125.3K | $14M | −$312.1K | Added$7.74K |
| RWA WEALTH PARTNERS, LLC | 124.5K | $13.9M | −$315K | Cut−$207.2K |
| Bedel Financial Consulting, Inc. | 123.4K | $13.7M | −$311.7K | Cut−$181K |
| Pinnacle Financial Partners, Inc. | 122.7K | $13.7M | −$300.3K | Added$245.4K |
| Lloyd Advisory Services, LLC. | 117.7K | $13.1M | −$12.6K | Added$12.5M |
| Kingdom Financial Group LLC. | 117.7K | $13.1M | −$300.2K | Cut−$520K |
| Aventus Investment Advisors, Inc. | 117.6K | $13.1M | −$297.3K | Cut−$188.9K |
| Pacific Life Fund Advisors LLC | 116.4K | $13M | — | New |
| GREENLEAF TRUST | 115.8K | $12.9M | −$295.3K | Cut−$615.6K |
| PRUDENTIAL FINANCIAL INC | 114.5K | $12.8M | −$292.1K | Cut−$1.3M |
| TRUST CO OF TOLEDO NA /OH/ | 114.1K | $12.7M | −$255.8K | Added$1.28M |
| IFP Advisors, Inc | 111.2K | $12.4M | −$69.1K | Added$9.3M |
| PAX Financial Group, LLC | 110.4K | $12.3M | — | New |
| MA Private Wealth | 109.6K | $12.2M | −$279.5K | Cut−$4.97M |
| INTEGRITY ALLIANCE, LLC. | 107.4K | $12M | −$201.6K | Added$2.95M |
| Dynasty Wealth Management, LLC | 106.9K | $11.9M | −$272.6K | Cut−$37.6M |
| Cardinal Strategic Wealth Guidance | 106.7K | $11.9M | −$272K | Cut−$393.5K |
| Keystone Financial Services | 106K | $11.8M | −$68.9K | Added$8.73M |
| Equitable Holdings, Inc. | 100.3K | $11.4M | −$77 | Added$4.04M |
| REGIMEN WEALTH, LLC | 102.5K | $11.4M | −$261.4K | Cut−$881.5K |
| Trek Financial, LLC | 102.4K | $11.4M | −$39.1K | Added$9.66M |
| WEALTH ALLIANCE, LLC | 101.2K | $11.3M | −$23.4K | Added$10.2M |
| My Portfolio Guide, LLC | 100.9K | $11.2M | — | Held |
| Steward Partners Investment Advisory, LLC | 98.7K | $11M | −$95K | Added$6.74M |
| COURIER CAPITAL LLC | 97.7K | $10.9M | −$223.4K | Added$895.5K |
| Prosperity Consulting Group, LLC | 95K | $10.6M | −$224.2K | Added$566.9K |
| Checchi Capital Advisers, LLC | 94.6K | $10.5M | −$241.1K | Cut−$2.51M |
| LifeWealth Investments, LLC | 94.3K | $10.5M | −$212.1K | Added$1.03M |
| Meeder Advisory Services, Inc. | 94.1K | $10.5M | −$209.9K | Added$1.09M |
| Avior Wealth Management, LLC | 92.7K | $10.3M | −$233.3K | Cut−$95.9K |
| Keebeck Wealth Management | 91.1K | $10.1M | −$154.6K | Added$3.24M |
| Key Financial Inc | 90K | $10M | −$203.7K | Added$918.6K |
| Belpointe Asset Management LLC | 88.8K | $9.88M | −$201.4K | Added$887.3K |
| Fortis Capital Advisors, LLC | 88.8K | $9.88M | −$201.4K | Added$887.3K |
| Mill Creek Capital Advisors, LLC | 88.5K | $9.86M | −$225.7K | Cut−$266.7K |
| Ashton Thomas Private Wealth, LLC | 88.5K | $9.86M | −$225.7K | Cut−$571K |
| Brookstone Capital Management | 87.8K | $9.77M | −$29.7K | Added$8.45M |
| Concurrent Investment Advisors, LLC | 87.6K | $9.75M | −$28.3K | Added$8.49M |
| Gateway Wealth Partners, LLC | 84.5K | $9.41M | — | New |
| SWMG, LLC | 84.3K | $9.39M | — | New |
| COMMERCE BANK | 83.8K | $9.34M | −$166.3K | Added$1.91M |
| CITIGROUP INC | 83.4K | $9.28M | −$197.9K | Added$441.9K |
| Strategic Blueprint, LLC | 82.5K | $9.19M | −$136.5K | Added$3.09M |
| FINANCIAL LIFE ADVISORS | 82.2K | $9.15M | −$205.3K | Cut−$21.4K |
| Regal Investment Advisors LLC | 82.2K | $9.15M | −$19.6K | Added$8.28M |
| CLIENT 1ST ADVISORY GROUP, LLC | 82.1K | $9.15M | −$181.9K | Added$1.02M |
| World Investment Advisors | 81.9K | $9.12M | −$66.1K | Added$6.16M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 80.8K | $9M | −$110.4K | Added$4.07M |
| FRANKLIN RESOURCES INC | 80.7K | $8.99M | −$196.8K | Added$192.8K |
| Eagle Strategies LLC | 80.4K | $8.96M | −$202.1K | Cut−$75.9K |
| Modern Wealth Management, LLC | 78.6K | $8.94M | −$1.17K | Added$8.31M |
| Legacy Financial Group LLC | 80.1K | $8.92M | — | New |
| HOWARD BAILEY SECURITIES, LLC | 80K | $8.91M | −$204K | Cut−$443.5K |
| BLAIR WILLIAM & CO/IL | 79.9K | $8.9M | −$203.7K | Cut−$379.7K |
| Simplicity Wealth,LLC | 79.6K | $8.87M | −$138.9K | Added$2.67M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 75K | $8.72M | −$34.9K | Added$7.18M |
| WATERSHED PRIVATE WEALTH LLC | 77.5K | $8.63M | −$58.9K | Added$6M |
| Cranbrook Wealth Management, LLC | 75.8K | $8.45M | −$193.4K | Cut−$537.6K |
| Wealthquest Corp | 72.6K | $8.27M | $0 | Held |
| JANE STREET GROUP, LLC | 73.3K | $8.17M | −$187K | Cut−$11.6M |
| Blue Trust, Inc. | 70.7K | $7.87M | −$17.7K | Added$7.08M |
| VestGen Advisors, LLC | 65.4K | $7.87M | $149.8K | Added$5.21M |
| Ancora Advisors LLC | 70.5K | $7.85M | −$164.7K | Added$489.6K |
| Private Advisor Group, LLC | 70.3K | $7.83M | −$111.3K | Added$2.87M |
| Pinnacle Wealth Planning Services, Inc. | 69.9K | $7.78M | −$162.6K | Added$512.1K |
| Koss-Olinger Consulting, LLC | 69.2K | $7.71M | −$176.5K | Cut−$33.4M |
| Procyon Advisors, LLC | 69.1K | $7.7M | −$169.1K | Added$146K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 68.3K | $7.61M | −$174.2K | Cut−$1.45M |
| FIFTH THIRD BANCORP | 67.1K | $7.47M | −$7.33K | Added$7.15M |
| NORTHERN TRUST CORP | 64.9K | $7.23M | −$161.8K | Cut−$2.69K |
| Invst, LLC | 64.2K | $7.15M | — | New |
| EQ LLC | 63.6K | $7.08M | −$162.1K | Cut−$334.5K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 63.4K | $7.06M | −$11.7K | Added$6.54M |
| SAGESPRING WEALTH PARTNERS, LLC | 63.4K | $7.06M | $5.3M | Cut−$224.4K |
| Advyzon Investment Management, LLC | 62.3K | $6.94M | −$16.9K | Added$6.19M |
| Fifth Third Wealth Advisors LLC | 62.2K | $6.93M | −$38.9K | Added$5.19M |
| Advisory Services Network, LLC | 62.2K | $6.92M | −$28.7K | Added$5.64M |
| WealthShield Partners, LLC | 61.3K | $6.83M | −$26.9K | Added$5.63M |
| Arete Wealth Advisors, LLC | 60.9K | $6.78M | $6.78M | Added$6.78M |
| Bay Harbor Wealth Management, LLC | 60.7K | $6.76M | — | New |
| Callan Family Office, LLC | 59.8K | $6.66M | −$145.4K | Added$169.1K |
| GLENMEDE TRUST CO NA | 59.8K | $6.66M | −$152.4K | Cut−$946.8K |
| Jasper Ridge Partners, L.P. | 59.4K | $6.62M | −$151.5K | Cut−$151.5K |
| Kilter Group LLC | 58.8K | $6.55M | −$43.6K | Added$4.6M |
| CFS Investment Advisory Services, LLC | 53.2K | $6.51M | $448.9K | Cut−$599K |
| Cypress Wealth Services, LLC | 58.1K | $6.47M | −$76K | Added$3.07M |
| LIBERTY WEALTH MANAGEMENT LLC | 57.9K | $6.45M | −$102.6K | Added$1.82M |
| BEAM WEALTH ADVISORS, INC. | 57.5K | $6.41M | −$125.1K | Added$815.9K |
| Rockefeller Capital Management L.P. | 56.8K | $6.33M | −$144K | Cut−$98.1K |
| Stratos Wealth Partners, LTD. | 56.2K | $6.26M | −$141.4K | Cut−$53.3K |
| Hoxton Planning & Management, LLC | 56K | $6.24M | −$82.4K | Added$2.56M |
| NORRIS PERNE & FRENCH LLP/MI | 56K | $6.23M | −$131.3K | Added$364.1K |
| Nicholas Hoffman & Company, LLC. | 55.9K | $6.23M | −$142.5K | Cut−$195.8K |
| Sovran Advisors, LLC | 52.1K | $6.21M | $3.88K | Added$3.48M |
| Sterling Capital Management LLC | 55K | $6.13M | −$140.4K | Cut−$627.7K |
| NewEdge Wealth, LLC | 54.9K | $6.12M | −$122.2K | Added$662.7K |
| PERSONAL CFO SOLUTIONS, LLC | 54.8K | $6.1M | −$130.7K | Added$262K |
| Addison Capital Co | 52.7K | $5.86M | −$109.2K | Added$996.9K |
| Revolve Wealth Partners, LLC | 51.3K | $5.71M | −$130.3K | Cut−$112.4K |
| FORTE ASSET MANAGEMENT LLC | 51.1K | $5.69M | −$130.2K | Cut−$1.08M |
| CoreCap Advisors, LLC | 50.3K | $5.61M | −$90.5K | Added$1.57M |
| LiftPoint Family Wealth Advisors LLC | 50.1K | $5.58M | −$59.7K | Added$2.91M |
| Kathmere Capital Management, LLC | 49.4K | $5.5M | −$126K | Cut−$164.8K |
| 1900 WEALTH MANAGEMENT LLC | 49K | $5.46M | −$125K | Cut−$241K |
| Cobblestone Asset Management LLC | 48.6K | $5.42M | — | New |
| B. Riley Wealth Advisors, Inc. | 49.5K | $5.33M | −$209.2K | Added$1.53M |
| Apollon Wealth Management, LLC | 47.4K | $5.28M | −$70.6K | Added$2.12M |
| SigFig Wealth Management, LLC | 46.4K | $5.17M | −$6.56K | Added$4.87M |
| Valmark Advisers, Inc. | 46.1K | $5.14M | −$116.6K | Cut−$72.5K |
| True Vision MN LLC | 45.7K | $5.09M | −$13.5K | Added$4.49M |
| TWIN PEAKS WEALTH ADVISORS, LLC | 44.4K | $4.95M | — | New |
| Independent Advisor Alliance | 44.4K | $4.94M | −$10.3K | Added$4.48M |
| RESOLUTE WEALTH ADVISOR, INC. | 44.4K | $4.94M | — | Held |
| BOK Financial Private Wealth, Inc. | 43.5K | $4.84M | −$110.9K | Cut−$268.9K |
| CENTRAL TRUST Co | 43.4K | $4.83M | −$110.7K | Cut−$197.8K |
| Meramec Financial Planners, LLC | 39.7K | $4.83M | $88.5K | Cut−$70.3K |
| CORE WEALTH ADVISORS, LLC | 43.2K | $4.82M | −$13.7K | Added$4.2M |
| KINGSWOOD WEALTH ADVISORS, LLC | 42.7K | $4.75M | −$89.2K | Added$766.4K |
| CONDOR CAPITAL MANAGEMENT | 42.4K | $4.72M | −$108.1K | Cut−$157.6K |
| Dorsey & Whitney Trust CO LLC | 42.2K | $4.7M | −$107.6K | Cut−$107.6K |
| SOA Wealth Advisors, LLC. | 42.2K | $4.7M | −$107.4K | Cut−$328.3K |
| Mosley Wealth Management | 40.8K | $4.65M | −$108.4K | Cut−$87.8K |
| Breakwater Capital Group | 41.7K | $4.64M | −$104.8K | Cut−$41.9K |
| First Pacific Financial | 41.5K | $4.62M | −$104.1K | Cut−$31.8K |
| Sterling Financial Planning, Inc. | 40.7K | $4.53M | −$103.8K | Cut−$113.3K |
| Forthright Family Wealth Advisory LLC | 43.6K | $4.52M | −$302.3K | Added$1.12M |
| DIVERSIFIED MANAGEMENT INC | 40.4K | $4.5M | −$102.9K | Cut−$91.9K |
| Dominguez Wealth Management Solutions, Inc. | 40.3K | $4.49M | −$96.3K | Added$189.8K |
| CONSILIO WEALTH ADVISORS, LLC | 40.3K | $4.49M | −$102.8K | Cut−$137.4K |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 38K | $4.46M | $33.8K | Added$3.31M |
| Hofer & Associates. Inc | 39.7K | $4.42M | −$98.2K | Added$35.6K |
| ENDEAVOR PRIVATE WEALTH, INC. | 39.2K | $4.36M | −$15.2K | Added$3.69M |
| Harbor Group, Inc. | 38.9K | $4.33M | −$99.2K | Cut−$166.2K |
| STOCK YARDS BANK & TRUST CO | 38.9K | $4.33M | −$72.7K | Added$1.08M |
| KICKSTAND VENTURES, LLC. | 38.8K | $4.32M | −$92.3K | Added$200.4K |
| One Wealth Advisors, LLC | 38.7K | $4.31M | −$98.6K | Cut−$1.69M |
| McAdam, LLC | 38.6K | $4.29M | −$98.3K | Cut−$164.3K |
| Fiduciary Trust Co | 38.5K | $4.29M | −$98.1K | Cut−$246.4K |
| Parkside Financial Bank & Trust | 38.2K | $4.26M | −$97.4K | Cut−$2.95M |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 38.1K | $4.25M | −$67.8K | Added$1.22M |
| Key Capital Management, INC | 38K | $4.24M | −$54.5K | Added$1.8M |
| Quantinno Capital Management LP | 37.9K | $4.22M | −$75.8K | Added$840K |
| NBC SECURITIES, INC. | 37.4K | $4.16M | −$91.1K | Added$94.8K |
| Aptus Capital Advisors, LLC | 37.1K | $4.13M | −$94.5K | Cut−$656.7K |
| AMG National Trust Bank | 36.9K | $4.11M | −$40.1K | Added$2.31M |
| Wealthspire Retirement, LLC | 36.3K | $4.04M | −$79.8K | Added$478.2K |
| Sagace Wealth Management LLC | 36.3K | $4.04M | −$89.9K | Added$22K |
| JOURNEY STRATEGIC WEALTH LLC | 36.1K | $4.02M | −$92.1K | Cut−$96.5K |
| Geneos Wealth Management Inc. | 35.8K | $3.99M | −$91.4K | Cut−$157.3K |
| Omega Financial Group, LLC | 35.2K | $3.92M | −$89.7K | Cut−$82K |
| Ascent Group, LLC | 34.8K | $3.88M | −$88.8K | Cut−$989.5K |
| Yukon Wealth Management, Inc. | 34.8K | $3.88M | −$230.7K | Cut−$398.5K |
| FLAGSHIP HARBOR ADVISORS, LLC | 34.7K | $3.86M | −$49.1K | Added$1.67M |
| Net Worth Advisory Group | 34K | $3.79M | −$84.9K | Cut−$3.52K |
Who left
- Covenant Partners, LLC$23.4M
- NewEdge Advisors, LLC$15.3M
- J.W. COLE ADVISORS, INC.$5.92M
- NEUBERGER BERMAN GROUP LLC$4.76M
- M1 Capital Management LLC$3.11M
- Quadrature Capital Ltd$1.97M
- SILVER OAK SECURITIES, INCORPORATED$1.83M
- KM Capital Management Ltd.$1.66M
- ALLIANCEBERNSTEIN L.P.$1.53M
- Venturi Wealth Management, LLC$1.4M
- Emergent Wealth Advisors, LLC$1.24M
- Diversify Advisory Services, LLC$1.08M
- READYSTATE ASSET MANAGEMENT LP$955.2K
- SIGNET FINANCIAL MANAGEMENT, LLC$837.5K
- MACROVIEW INVESTMENT MANAGEMENT LLC$798.7K
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.