Stock
Reported value
$40.3B
Holders
921
+151 new · −58 exited
Holders’ est. mark
$105.1M
Price effect on 233 books still in the name
Largest holder
$10.9B
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $145.5M
- Renaissance Technologies0.0% · $2.97M
- Citadel0.0% · $10.9M
- Icahn Capital0.0% · $530.4K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 474.8M | $10.9B | −$45.4M | Added$1.79B |
| JPMORGAN CHASE & CO | 213.7M | $4.89B | −$26.3M | Added$400.9M |
| ENVESTNET ASSET MANAGEMENT INC | 153.9M | $3.53B | −$8.31M | Added$1.86B |
| LPL Financial LLC | 140.9M | $3.23B | −$13.7M | Added$485.8M |
| TRUIST FINANCIAL CORP | 75.3M | $1.72B | −$8.17M | Added$90M |
| PNC Financial Services Group, Inc. | 54.7M | $1.25B | −$6.09M | Added$34.1M |
| US BANCORP \DE\ | 46.8M | $1.2B | $4.16M | Added$1.16B |
| MORGAN STANLEY | 41.1M | $940.5M | −$3.74M | Added$191.1M |
| ASSETMARK, INC | 26.2M | $599.7M | −$2.87M | Added$24.3M |
| TIAA Wealth Investment Management LLC | 25.6M | $586.2M | — | Held |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 25.5M | $584.7M | −$2.72M | Added$39.5M |
| Allworth Financial LP | 23.4M | $535.5M | −$2.65M | Added$5.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 23M | $521.4M | −$7.66M | Cut−$161M |
| BlackRock, Inc. | 22.2M | $509M | −$1.45M | Added$218M |
| Fund Evaluation Group, LLC | 18M | $412.4M | −$1.94M | Added$23.1M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 13.7M | $314.6M | — | Held |
| Jordan Park Group LLC | 12.5M | $286.8M | −$1.44M | Cut−$146.3M |
| Morningstar Investment Management LLC | 10.5M | $240.2M | $239.9M | Added$239.9M |
| Cetera Investment Advisers | 10.1M | $232.2M | −$476.1K | Added$136.9M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9.93M | $227.5M | −$942.6K | Added$52.5M |
| UBS Group AG | 9.43M | $216.1M | −$609.8K | Added$94M |
| NORTHERN TRUST CORP | 8.32M | $190.6M | −$540.5K | Added$82.4M |
| TD PRIVATE CLIENT WEALTH LLC | 8.17M | $187.2M | −$859.5K | Added$15.1M |
| Envestnet Portfolio Solutions, Inc. | 7.97M | $182.5M | −$164.4K | Added$149.6M |
| AMERIPRISE FINANCIAL INC | 7.9M | $180.2M | −$1.11M | Added$66.2M |
| CWM, LLC | 7.55M | $173M | $24.5M | Added$172.9M |
| EP Wealth Advisors, LLC | 6.99M | $160.2M | −$755.6K | Added$8.95M |
| Bank of New York Mellon Corp | 6.7M | $153.5M | −$247.7K | Added$104M |
| Dynasty Wealth Management, LLC | 6.63M | $151.9M | −$53.8K | Added$141.1M |
| Fidelity | 6.35M | $145.5M | −$730.3K | Cut−$24.8M |
| MML INVESTORS SERVICES, LLC | 6.22M | $142.5M | −$285.3K | Added$85.4M |
| Norinchukin Bank, The | 6.16M | $141.1M | −$708.2K | Cut−$3.13M |
| BROWN ADVISORY INC | 6.1M | $139.8M | −$334.9K | Added$72.7M |
| Hirtle Callaghan & Co LLC | 5.6M | $128.3M | −$644.2K | Cut−$945.5K |
| ROYAL BANK OF CANADA | 5.41M | $123.9M | −$518.2K | Added$19.9M |
| Merit Financial Group, LLC | 5.26M | $120.5M | −$292.2K | Added$62M |
| Mill Creek Capital Advisors, LLC | 5.1M | $116.9M | −$569.9K | Added$2.83M |
| CAPTRUST FINANCIAL ADVISORS | 4.86M | $111.4M | −$547.5K | Added$1.78M |
| Wedmont Private Capital | 4.37M | $100.1M | −$688.6K | Added$11.8M |
| MCF Advisors LLC | 4.17M | $95.4M | −$479K | Cut−$2M |
| Sanctuary Advisors, LLC | 4.04M | $92.6M | −$212K | Added$50.2M |
| SYM FINANCIAL Corp | 3.72M | $85.3M | −$408.7K | Added$3.48M |
| RAYMOND JAMES FINANCIAL INC | 3.7M | $84.7M | −$307.3K | Added$23.1M |
| Alesco Advisors LLC | 3.69M | $84.6M | −$405.5K | Added$3.37M |
| AE Wealth Management LLC | 3.65M | $83.5M | −$394.5K | Added$4.56M |
| Crestwood Advisors Group, LLC | 3.46M | $79.2M | −$396.6K | Cut−$46.1K |
| 1607 Capital Partners, LLC | 3.41M | $78M | −$369.3K | Added$4.08M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 3.37M | $77.2M | −$272.2K | Added$22.7M |
| CASTLEARK MANAGEMENT LLC | 3.33M | $76.3M | −$382.9K | Cut−$382.9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3.12M | $71.6M | −$51.2K | Added$61.3M |
| Itau Unibanco Holding S.A. | 2.9M | $66.4M | −$333.4K | Cut−$4M |
| OSAIC HOLDINGS, INC. | 2.82M | $64.5M | −$268.2K | Added$12.5M |
| OpenArc Corporate Advisory, LLC | 2.75M | $63M | −$15.3K | Added$60M |
| WELLS FARGO & COMPANY/MN | 2.52M | $57.7M | −$226.8K | Added$12.3M |
| SAGESPRING WEALTH PARTNERS, LLC | 2.51M | $57.6M | −$2.81K | Added$57.1M |
| STIFEL FINANCIAL CORP | 2.44M | $56M | −$99.8K | Added$36M |
| BAILARD, INC. | 2.35M | $53.9M | −$216.1K | Added$10.6M |
| Cresset Asset Management, LLC | 2.11M | $48.4M | −$217.2K | Added$4.97M |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.05M | $46.9M | −$136.2K | Added$19.6M |
| Dodds Wealth, LLC | 1.99M | $45.6M | −$229K | Cut−$596.4K |
| Focus Partners Wealth | 1.96M | $45M | −$14.9K | Added$2.79M |
| Triad Wealth Partners, LLC | 1.95M | $44.7M | −$69.1K | Added$30.9M |
| Heck Capital Advisors, LLC | 1.67M | $38.2M | −$189.1K | Added$347.4K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 1.63M | $37.4M | −$43.9K | Added$28.7M |
| Foster Group, Inc. | 1.59M | $36.4M | −$182.9K | Cut−$205.6K |
| Cerity Partners LLC | 1.57M | $35.9M | −$92.6K | Added$13.3M |
| Verum Partners LLC | 1.55M | $35.6M | −$171.9K | Added$1.19M |
| Virginia Estate & Retirement Planning Advisors Inc. | 342.2K | $34.4M | — | Held |
| 3EDGE Asset Management, LP | 1.5M | $34.4M | −$172.8K | Cut−$1.04M |
| BlueStem Wealth Partners, LLC | 1.45M | $33.2M | −$138K | Added$5.52M |
| Prime Capital Investment Advisors, LLC | 1.42M | $32.5M | −$162.9K | Cut−$4.02M |
| JB Capital LLC | 1.39M | $31.9M | −$4.15K | Added$31.1M |
| CreativeOne Wealth, LLC | 1.39M | $31.8M | −$23.2K | Added$27.2M |
| Strategic Blueprint, LLC | 1.37M | $31.4M | −$100.8K | Added$11.2M |
| Mirae Asset Global Investments Co., Ltd. | 1.35M | $30.9M | −$155.3K | Cut−$10M |
| Equitable Holdings, Inc. | 1.31M | $30.2M | −$0 | Added$7.1M |
| PRINCIPAL SECURITIES, INC. | 1.3M | $29.9M | −$89.2K | Added$12M |
| Ascent Group, LLC | 1.28M | $29.3M | −$23.7K | Added$24.6M |
| DDFG, Inc | 1.26M | $28.8M | −$137.8K | Added$1.18M |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 1.25M | $28.6M | −$143.7K | Cut−$143.8K |
| Wealthspire Advisors, LLC | 1.23M | $28.3M | −$142K | Cut−$437.7K |
| Lifeworks Advisors, LLC | 1.14M | $26.1M | −$128.2K | Added$410.8K |
| Rockefeller Capital Management L.P. | 1.13M | $26M | −$124.1K | Added$1.11M |
| Trilogy Capital Inc. | 1.12M | $25.5M | −$125.7K | Added$375.8K |
| CUTLER INVESTMENT COUNSEL LLC | 1.11M | $25.5M | −$126.8K | Added$77.3K |
| Johnson Bixby & Associates, LLC | 1.1M | $25.1M | −$123.4K | Added$418.6K |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | 1.09M | $24.9M | −$130.7K | Cut−$130.7K |
| NewEdge Advisors, LLC | 1.84M | $24.7M | −$6.1M | Added$10.1M |
| Atria Investments, Inc | 1.06M | $24.3M | −$50.6K | Added$14.2M |
| Strategic Investment Advisors / MI | 1.06M | $24.3M | −$88.4K | Added$10.7M |
| Modern Wealth Management, LLC | 1.03M | $23.6M | −$113.4K | Added$10.1M |
| Sharkey, Howes & Javer | 1.02M | $23.4M | −$16.4K | Added$20.1M |
| Henderson Brothers Financial Partners, LLC | 1.01M | $23.1M | −$29.4K | Added$17.2M |
| SteelPeak Wealth, LLC | 998.2K | $22.9M | −$25.6K | Added$17.7M |
| Mariner, LLC | 990.9K | $22.7M | −$79.5K | Added$6.78M |
| ELEVATION POINT WEALTH PARTNERS, LLC | 960.6K | $22M | −$69.8K | Added$8.03M |
| COMMERCE BANK | 947.5K | $21.7M | −$109K | Cut−$9.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 943.5K | $21.6M | −$65.7K | Added$8.46M |
| Genus Capital Management Inc. | 932.9K | $21.4M | −$106.8K | Cut−$12.2K |
| Envision Financial Planning, LLC | 927.9K | $21.3M | −$99.7K | Added$1.29M |
| Horst & Graben Wealth Management LLC | 907.5K | $20.8M | −$12.3K | Added$18.7M |
| Farther Finance Advisors, LLC | 902K | $20.6M | −$161.3K | Added$1.53M |
| Baird Financial Group, Inc. | 897.2K | $20.6M | −$33.5K | Added$13.9M |
| Geneos Wealth Management Inc. | 855.4K | $19.6M | −$102.6K | Cut−$348.3K |
| Gibbs Wealth Management | 853.8K | $19.6M | −$79.6K | Added$7.33M |
| Vestmark Advisory Solutions, Inc. | 848.3K | $19.4M | −$68.5K | Added$5.71M |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 824.4K | $18.9M | −$94.1K | Added$45.3K |
| Roberts Financial Services LLC | 815.9K | $18.7M | −$93.8K | Cut−$2.62M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 808.4K | $18.5M | — | New |
| CFS Investment Advisory Services, LLC | 799.8K | $18.4M | −$2.36K | Added$16.8M |
| Nationwide Fund Advisors | 798.8K | $18.3M | −$91.9K | Cut−$7.64M |
| SOL Capital Management CO | 782.3K | $17.9M | — | New |
| Key Financial Inc | 773.3K | $17.7M | −$81.1K | Added$1.47M |
| ST GERMAIN D J CO INC | 771.2K | $17.7M | −$87.9K | Added$76.7K |
| HM PAYSON & CO | 768.2K | $17.6M | — | New |
| Private Advisor Group, LLC | 767.6K | $17.6M | −$64.2K | Added$4.73M |
| Orion Porfolio Solutions, LLC | 759.3K | $17.4M | −$27.2K | Added$11.9M |
| Juno Financial Group LLC | 755.4K | $17.3M | −$83.9K | Added$505.9K |
| Savant Capital, LLC | 739.6K | $16.9M | −$85.1K | Cut−$1.41M |
| Snider Financial Group | 734.2K | $16.8M | −$78.4K | Added$1.12M |
| MGO ONE SEVEN LLC | 731.7K | $16.8M | −$6.85K | Added$15.4M |
| Capital Planning Advisors, LLC | 731.4K | $16.8M | −$84.1K | Cut−$513.2K |
| Steward Partners Investment Advisory, LLC | 731.3K | $16.8M | −$51K | Added$6.55M |
| NorthRock Partners, LLC | 677.6K | $15.5M | −$19K | Added$11.7M |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 671.7K | $15.4M | −$80.6K | Cut−$1.03M |
| INTEGRITY ALLIANCE, LLC. | 658K | $15.1M | −$71.1K | Added$847.5K |
| Integrated Wealth Concepts LLC | 653.2K | $15M | −$62.1K | Added$2.53M |
| Topel & Distasi Wealth Management, LLC | 651.5K | $14.9M | −$73.6K | Added$195.6K |
| Gotham Asset Management, LLC | 640.7K | $14.7M | −$71.2K | Added$428.8K |
| Pacific Wealth Management | 630.4K | $14.4M | −$69.5K | Added$534K |
| Bernardo Wealth Planning LLC | 628.3K | $14.4M | −$70.5K | Added$268.7K |
| Perigon Wealth Management, LLC | 619.8K | $14.2M | −$71.3K | Cut−$1M |
| Mutual Advisors, LLC | 613K | $14M | −$58.6K | Added$2.3M |
| JT Stratford LLC | 595.7K | $13.6M | −$27.2K | Added$8.21M |
| Kelly Financial Services LLC | 591.2K | $13.5M | — | New |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 580.9K | $13.3M | −$67.2K | Cut−$67.2K |
| STAR Financial Bank | 577.2K | $13.2M | −$14K | Added$10.4M |
| Addison Capital Co | 577K | $13.2M | −$45.1K | Added$4.25M |
| SCS Capital Management LLC | 570.8K | $13.1M | −$65.7K | Cut−$243.2K |
| Stone House Investment Management, LLC | 565.8K | $13M | −$2.8K | Added$12.4M |
| Arcadia Wealth Management, LLC | 562K | $12.9M | −$32.7K | Added$6.33M |
| Icon Wealth Advisors, LLC | 564.1K | $12.9M | −$14.1K | Added$11.4M |
| Gateway Wealth Partners, LLC | 551.5K | $12.6M | −$2.95K | Added$12M |
| One Wealth Advisors, LLC | 545.7K | $12.5M | −$10.2K | Added$10.5M |
| &PARTNERS | 531.7K | $12.2M | −$27.7K | Added$8.31M |
| MMA ASSET MANAGEMENT LLC | 527.9K | $12.1M | −$60.7K | Cut−$2.26M |
| Cerity Partners OCIO LLC | 522.6K | $12M | −$60.1K | Cut−$80.2K |
| PRUDENTIAL PLC | 522.5K | $12M | −$60.1K | Cut−$621.3K |
| Arax Advisory Partners | 517.8K | $11.9M | −$3.49K | Added$11.2M |
| TSA Wealth Managment LLC | 494.3K | $11.3M | −$11K | Added$9.13M |
| McKinley Carter Wealth Services, Inc. | 489.6K | $11.2M | −$56.3K | Cut−$20.7M |
| TIAA TRUST, NATIONAL ASSOCIATION | 485.1K | $11.1M | −$71.7K | Cut−$810.1M |
| Montecito Bank & Trust | 476.8K | $10.9M | −$54.8K | Cut−$553.2K |
| Citadel | 474.8K | $10.9M | — | New |
| Stokes Family Office, LLC | 469.7K | $10.8M | −$11.4K | Added$8.48M |
| Trek Financial, LLC | 466.7K | $10.7M | −$9.85K | Added$8.72M |
| Clear Creek Financial Management, LLC | 466.2K | $10.7M | −$45.2K | Added$1.62M |
| STOLZ & ASSOCIATES, PS | 464.9K | $10.6M | −$56.4K | Added$1.03M |
| DEUTSCHE BANK AG\ | 452.5K | $10.4M | −$43.6K | Added$2M |
| Shepherd Financial Partners LLC | 450K | $10.3M | — | New |
| Phoenix Wealth Advisors | 439.5K | $10.1M | −$45.6K | Added$935.5K |
| Arkadios Wealth Advisors | 435.8K | $9.98M | −$14.7K | Added$7.05M |
| Kestra Advisory Services, LLC | 428.8K | $9.82M | −$42.3K | Added$1.35M |
| Westshore Wealth, LLC | 427.9K | $9.8M | −$46.8K | Added$423.4K |
| BARCLAYS PLC | 425.1K | $9.74M | −$7.44K | Added$8.25M |
| Regal Investment Advisors LLC | 413.3K | $9.47M | −$18.1K | Added$5.84M |
| Compagnie Lombard Odier SCmA | 409.4K | $9.38M | −$47.1K | Cut−$110.5K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 408.9K | $9.32M | −$108.4K | Cut−$3.13M |
| Spectrum Strategic Capital Management, LLC | 401.6K | $9.2M | −$46.2K | Cut−$786.6K |
| NATIONAL BANK OF CANADA /FI/ | 395.9K | $9.07M | −$48.4K | Added$53.8K |
| WEALTH ALLIANCE, LLC | 386K | $8.84M | −$3.66K | Added$8.11M |
| Westfuller Advisors, LLC | 377.4K | $8.65M | −$31.8K | Added$2.27M |
| JONES FINANCIAL COMPANIES LLLP | 375.7K | $8.55M | −$82.2K | Added$1.12M |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 374K | $8.52M | −$94.1K | Cut−$1.37M |
| Phoenix Financial Ltd. | 369.7K | $8.47M | −$41.6K | Cut−$1.29M |
| True North Advisors, LLC | 366K | $8.38M | — | New |
| Brookstone Capital Management | 364.8K | $8.36M | −$10K | Added$6.35M |
| SWP FINANCIAL LLC | 357.1K | $8.18M | −$10.4K | Added$6.1M |
| ONE Advisory Partners, LLC | 355.4K | $8.14M | −$3.59K | Added$7.42M |
| Cornerstone National Bank & Trust Co | 350.4K | $8M | −$68.3K | Cut−$906.3K |
| Shared Vision Wealth Group LLC | 344.5K | $7.89M | −$24.6K | Added$4.23M |
| World Investment Advisors | 336K | $7.7M | −$16K | Added$4.49M |
| Creative Planning | 333.6K | $7.64M | −$35.2K | Added$593K |
| Coign Capital Advisors LLC | 333.5K | $7.64M | −$37.5K | Added$125.8K |
| Vise Technologies, Inc. | 329.6K | $7.59M | $0 | Held |
| Independent Advisor Alliance | 326.5K | $7.48M | −$4.22K | Added$6.64M |
| Scarborough Advisors, LLC | 326.2K | $7.47M | — | New |
| Centerline Wealth Advisors, LLC | 325.2K | $7.45M | — | New |
| Traveka Wealth, LLC | 324.8K | $7.44M | −$18.9K | Added$3.65M |
| PAX Financial Group, LLC | 322.7K | $7.39M | −$5.29K | Added$6.34M |
| Peak Wealth Management LLC | 320.1K | $7.33M | −$19.7K | Added$3.38M |
| BEACON FINANCIAL GROUP | 319.5K | $7.32M | — | New |
| Advisory Services Network, LLC | 317.6K | $7.28M | −$16.6K | Added$3.96M |
| Robertson Stephens Wealth Management, LLC | 311.6K | $7.14M | −$35.9K | Cut−$2.52M |
| Bay Harbor Wealth Management, LLC | 306.2K | $7.02M | −$5K | Added$6.01M |
| SCOTIA CAPITAL INC. | 304.6K | $6.98M | −$29.1K | Added$948.1K |
| Arrowroot Family Office, LLC | 303.7K | $6.96M | −$16.4K | Added$3.67M |
| Pinnacle Financial Partners, Inc. | 302.2K | $6.92M | −$30.8K | Added$757.4K |
| Madson Wealth Advisors Inc | 302.1K | $6.92M | — | Held |
| Family Capital Trust Co | 302K | $6.92M | −$36.2K | Cut−$23.1K |
| Anfield Capital Management, LLC | 299.6K | $6.86M | −$28.3K | Added$1.2M |
| Hilltop Holdings Inc. | 297.1K | $6.81M | −$34.1K | Cut−$701.3K |
| FINANCIAL MANAGEMENT NETWORK INC | 295.5K | $6.76M | −$32.7K | Added$745.6K |
| Keystone Financial Services | 294.5K | $6.75M | −$2.21K | Added$6.3M |
| SIMON QUICK ADVISORS, LLC | 293.9K | $6.73M | −$30.6K | Added$602.7K |
| ALLIANCEBERNSTEIN L.P. | 291.2K | $6.71M | −$0 | Added$19.5K |
| HIGHLINE WEALTH PARTNERS LLC | 291.8K | $6.68M | −$30.9K | Added$502.3K |
| Concurrent Investment Advisors, LLC | 287.7K | $6.59M | −$7.37K | Added$5.11M |
| FIFTH THIRD BANCORP | 287.7K | $6.59M | −$1.8K | Added$6.23M |
| SigFig Wealth Management, LLC | 287.2K | $6.58M | −$6.3K | Added$5.32M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 280K | $6.41M | −$23.5K | Added$1.72M |
| Blue Trust, Inc. | 279.2K | $6.4M | −$7.11K | Added$4.97M |
| Cobblestone Asset Management LLC | 278K | $6.37M | −$4.94K | Added$5.38M |
| Invst, LLC | 277.6K | $6.36M | −$3.5K | Added$5.66M |
| Sovran Advisors, LLC | 278.5K | $6.36M | −$29.6K | Added$3.68M |
| True Vision MN LLC | 277K | $6.35M | −$5.1K | Added$5.32M |
| Pettinga Financial Advisors LLC | 270.5K | $6.2M | — | New |
| BCGM Wealth Management, LLC | 269.7K | $6.18M | −$1.79K | Added$5.82M |
| Center For Asset Management LLC | 264.4K | $6.06M | −$28.8K | Added$273.8K |
| Legacy Financial Group LLC | 248K | $5.68M | −$501 | Added$5.21M |
| RFG Advisory, LLC | 247.3K | $5.67M | −$12.5K | Added$3.17M |
| Atlatl Advisers LLC | 247K | $5.66M | −$6.09K | Added$4.44M |
| Golden State Equity Partners | 246.4K | $5.64M | −$2.73K | Added$5.1M |
| SEEDS INVESTOR LLC | 245.6K | $5.64M | — | New |
| McNaughton Wealth Management, LLC | 245.1K | $5.62M | −$3.06K | Added$5M |
| Smartleaf Asset Management LLC | 242K | $5.54M | −$27.2K | Added$2.14M |
| Simplicity Wealth,LLC | 240.1K | $5.5M | −$7.77K | Added$3.95M |
| Capital Investment Advisory Services, LLC | 235.5K | $5.4M | −$23.6K | Added$667.5K |
| WETZEL INVESTMENT ADVISORS, INC. | 234.2K | $5.37M | −$25.3K | Added$304.4K |
| Financial Engines Advisors L.L.C. | 227.4K | $5.21M | −$26.2K | Cut−$1.61M |
| Cypress Wealth Services, LLC | 227K | $5.2M | −$3.01K | Added$4.6M |
| CIBC WORLD MARKET INC. | 224.4K | $5.14M | −$26.8K | Added$3.13K |
| HSBC HOLDINGS PLC | 221.6K | $5.08M | −$24.9K | Added$99K |
| DSG Capital Advisors, LLC | 219.4K | $5.03M | −$35.1K | Added$113.4K |
| Cyndeo Wealth Partners, LLC | 218.4K | $5M | −$10.4K | Added$2.93M |
| LIBERTY WEALTH MANAGEMENT LLC | 217.9K | $4.99M | −$6.31K | Added$3.73M |
| CHOREO, LLC | 216.1K | $4.95M | −$10.7K | Added$3.45M |
| WealthCare Investment Partners, LLC | 216K | $4.94M | −$27.6K | Added$244.1K |
| Dynamic Advisor Solutions LLC | 215.4K | $4.94M | −$23.3K | Added$266K |
| HighTower Advisors, LLC | 215.3K | $4.93M | −$14.8K | Added$1.96M |
| Capital Investment Counsel, LLC | 214.4K | $4.91M | −$24.7K | Cut−$27.6K |
| CURTIS WEALTH MANAGEMENT LLC | 212.4K | $4.87M | −$3.7K | Added$4.32M |
| U.S. Capital Wealth Advisors, LLC | 211.1K | $4.84M | −$7.41K | Added$3.36M |
| Connecticut Capital Management Group, LLC | 210.9K | $4.83M | −$24.2K | Cut−$103.1K |
| West Wealth Group, LLC | 210.9K | $4.83M | −$2.57K | Added$4.32M |
| Portside Wealth Group, LLC | 210.8K | $4.83M | −$24.1K | Added$12.7K |
| Drucker Wealth 3.0, LLC | 210.6K | $4.82M | −$23.6K | Added$101.6K |
| Fairtree Asset Management (Pty) Ltd | 209.8K | $4.81M | −$24.1K | Cut−$2M |
| GREAT VALLEY ADVISOR GROUP, INC. | 205.1K | $4.7M | −$23.7K | Cut−$98.9K |
| UNIQUE WEALTH, LLC | 203.3K | $4.66M | — | New |
Who left
- SEVEN MILE ADVISORY$14.7M
- IFG Advisory, LLC$10.5M
- Diversify Advisory Services, LLC$9.73M
- CROBAN$6.87M
- Crabel Capital Management, LLC$4.86M
- Alvarez & Marsal Private Wealth Partners, LLC$2.11M
- PW ADVISORS, LLC \ FL$2M
- CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$1.91M
- Mach-1 Financial Group, LLC$1.68M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$986.6K
- Qube Research & Technologies Ltd$834.2K
- MATAURO, LLC$553.9K
- Coppell Advisory Solutions LLC$509.7K
- Valeo Financial Advisors, LLC$499.7K
- GK Wealth Management LLC$418.6K
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.