Stock
Reported value
$5.82B
Holders
850
+97 new · −52 exited
Holders’ est. mark
$511.9M
Price effect on 237 books still in the name
Largest holder
$554.2M
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $77M
- Icahn Capital0.0% · $3.74M
- Renaissance Technologies0.0% · $868.6K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 4.08M | $554.2M | $57.6M | Added$4.98M |
| MORGAN STANLEY | 3.48M | $472.5M | $47.7M | Added$61.4M |
| LPL Financial LLC | 3.32M | $450.3M | $41.4M | Added$93.7M |
| UBS Group AG | 1.55M | $210.6M | $20.6M | Added$32.9M |
| WELLS FARGO & COMPANY/MN | 1.41M | $190.9M | $19.8M | Added$2.79M |
| JPMORGAN CHASE & CO | 1.3M | $175.6M | $16.8M | Added$27.2M |
| ROYAL BANK OF CANADA | 1.28M | $174M | $17.7M | Added$21.8M |
| ENVESTNET ASSET MANAGEMENT INC | 1.19M | $161.6M | $12.7M | Added$52.4M |
| JONES FINANCIAL COMPANIES LLLP | 1.05M | $141.1M | $11.5M | Added$35.1M |
| BNP PARIBAS FINANCIAL MARKETS | 1M | $136.2M | $8.47M | Added$63.1M |
| RAYMOND JAMES FINANCIAL INC | 968.4K | $131.4M | $13.7M | Added$12.9M |
| AMERIPRISE FINANCIAL INC | 902.1K | $122.4M | $10.4M | Added$32.6M |
| SECURIAN ASSET MANAGEMENT, INC | 713.8K | $96.9M | $10.1M | Added$5.09M |
| BlackRock, Inc. | 686.7K | $93.2M | $9.62M | Added$10.3M |
| M&T Bank Corp | 660K | $89.6M | $9.31M | Added$5.96M |
| Cetera Investment Advisers | 650.2K | $88.2M | $7.63M | Added$22.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | 626K | $85M | $8.83M | Added$6.68M |
| TRUIST FINANCIAL CORP | 576.7K | $78.3M | $8.14M | Added$6.28M |
| Fidelity | 567.3K | $77M | $6.96M | Added$17M |
| LBMC INVESTMENT ADVISORS, LLC | 458.4K | $62.2M | $6.45M | Added$6.67M |
| Allianz Asset Management GmbH | 457.4K | $62.1M | $927K | Added$54.1M |
| Mariner, LLC | 451.5K | $61.3M | $6.2M | Added$7.82M |
| OSAIC HOLDINGS, INC. | 370K | $50.2M | $5.22M | Added$4.31M |
| Steward Partners Investment Advisory, LLC | 310.3K | $42.1M | $4.18M | Added$6.1M |
| MML INVESTORS SERVICES, LLC | 304.7K | $41.3M | $4.3M | Added$3.98M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 259K | $35.1M | $3.65M | Added$1.3M |
| Townsend & Associates, Inc | 264.1K | $35.1M | $1.56M | Cut−$3.59M |
| Private Advisor Group, LLC | 257K | $34.9M | $1.53M | Added$21.7M |
| ALLIANCEBERNSTEIN L.P. | 282.7K | $34.4M | −$0 | Added$1.16M |
| DAVENPORT & Co LLC | 244.5K | $33.2M | $3.15M | Added$6M |
| SBI Securities Co., Ltd. | 241K | $32.7M | $3.36M | Added$3.78M |
| REGIMEN WEALTH, LLC | 235.4K | $31.9M | $3.23M | Added$4.13M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 223.6K | $30M | $2.71M | Cut−$2.55M |
| Kestra Advisory Services, LLC | 204.9K | $27.8M | $2.62M | Added$5.25M |
| Rockefeller Capital Management L.P. | 202K | $27.4M | $2.85M | Added$2.34M |
| Advisory Services Network, LLC | 197.3K | $26.8M | $2.57M | Added$4.59M |
| Wharton Business Group, LLC | 192.4K | $26.1M | $2.7M | Added$2.89M |
| VAUGHAN & Co SECURITIES, INC. | 181.7K | $24.7M | $2.56M | Added$2.03M |
| Simmons Bank | 176.2K | $23.9M | $2.49M | Added$76.8K |
| HB Wealth Management, LLC | 168.1K | $22.8M | $2.24M | Added$3.52M |
| FIFTH THIRD BANCORP | 168K | $22.8M | $45.9K | Added$22.4M |
| STIFEL FINANCIAL CORP | 165.1K | $22.4M | $2.33M | Cut−$294.8K |
| Kohmann Bosshard Financial Services, LLC | 163.8K | $22.2M | $2.26M | Added$2.68M |
| Waverly Advisors, LLC | 161.5K | $21.9M | $2.28M | Added$2.06M |
| PRUDENTIAL PLC | 157K | $21.3M | — | New |
| Cerity Partners LLC | 156.2K | $21.2M | $2.15M | Added$2.63M |
| SWEENEY & MICHEL, LLC | 156.4K | $21M | −$740.6K | Cut−$247.4K |
| Creative Planning | 153.3K | $20.8M | $2.16M | Added$2.08M |
| Atwater Malick LLC | 141.3K | $19.2M | $1.72M | Added$4.35M |
| Orion Porfolio Solutions, LLC | 139K | $18.9M | $1.93M | Added$2.19M |
| IFP Advisors, Inc | 126.1K | $17.1M | $1.78M | Cut−$6.4M |
| HighTower Advisors, LLC | 122.4K | $16.6M | $1.73M | Added$1.56M |
| CWM, LLC | 114.5K | $15.5M | $10.5M | Added$15.5M |
| Lantz Financial LLC | 114.5K | $15.5M | $1.55M | Added$2.22M |
| Adirondack Capital Advisors, LLC | 110.1K | $14.9M | $1.48M | Added$2.18M |
| GOLDMAN SACHS GROUP INC | 109.6K | $14.9M | $1.43M | Added$2.52M |
| GLENMEDE TRUST CO NA | 104.5K | $14.2M | $1.29M | Added$3.08M |
| SYKON CAPITAL LLC | 104.5K | $14.2M | $38.1K | Added$13.9M |
| Smartleaf Asset Management LLC | 101.3K | $13.7M | $998.2K | Added$4.43M |
| Wealthspire Advisors, LLC | 100.7K | $13.7M | $1.39M | Added$1.7M |
| Kapstone Financial Advisors LLC | 99.3K | $13.5M | $1.4M | Added$1.41M |
| Global Strategic Investment Solutions, LLC | 95.6K | $13M | $1.34M | Added$1.38M |
| CAPTRUST FINANCIAL ADVISORS | 95.6K | $13M | $1.35M | Added$1.23M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 95.2K | $12.9M | $1.25M | Added$2.19M |
| COURIER CAPITAL LLC | 93.2K | $12.7M | $1.27M | Added$1.73M |
| NTV Asset Management LLC | 90.3K | $12.2M | $1.27M | Added$1.32M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 89.9K | $12.2M | $1.27M | Added$135.4K |
| Atria Investments, Inc | 81K | $11M | $1.14M | Added$223.8K |
| Lido Advisors, LLC | 78K | $10.6M | $1.05M | Added$1.1M |
| Beaumont Financial Advisors, LLC | 75.3K | $10.2M | $1.06M | Added$1.07M |
| Financial Perspectives, Inc | 74.8K | $10.2M | $1.05M | Added$1.13M |
| Quadrature Capital Ltd | 73.2K | $9.94M | — | New |
| Base Wealth Management LLC | 70.6K | $9.59M | $970.3K | Added$1.22M |
| Forefront Analytics, LLC | 68.1K | $9.24M | $960.3K | Added$811.8K |
| Vestmark Advisory Solutions, Inc. | 67.8K | $9.21M | $344.5K | Added$6.24M |
| REGIONS FINANCIAL CORP | 64.8K | $8.8M | $902.1K | Added$1.02M |
| Gotham Asset Management, LLC | 64.6K | $8.77M | $32.8K | Added$8.49M |
| Maltin Wealth Management, Inc. | 63.9K | $8.67M | $812.2K | Added$1.67M |
| MERCER GLOBAL ADVISORS INC /ADV | 63K | $8.55M | $889.2K | Added$607K |
| Godfrey Financial Associates, Inc. | 60.8K | $8.25M | $857.7K | Added$783.4K |
| Farther Finance Advisors, LLC | 60.5K | $8.1M | $681.4K | Added$1.4M |
| Sanctuary Advisors, LLC | 58.5K | $7.93M | $721.4K | Added$1.72M |
| COWA, LLC | 57.4K | $7.79M | $790.1K | Added$979K |
| Sigma Planning Corp | 57.2K | $7.76M | $801.8K | Added$852.1K |
| OLD NATIONAL BANCORP /IN/ | 55.7K | $7.56M | $770.7K | Added$921.3K |
| PNC Financial Services Group, Inc. | 55.3K | $7.5M | $779.8K | Added$766.3K |
| FRANKLIN RESOURCES INC | 53.9K | $7.31M | $758.2K | Added$776.5K |
| Qube Research & Technologies Ltd | 53.5K | $7.26M | $692K | Added$1.3M |
| Gray Private Wealth, LLC | 53.5K | $7.26M | $737K | Added$903.8K |
| Advisor OS, LLC | 53K | $7.19M | $747.7K | Added$613.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 52.7K | $7.15M | $743.5K | Cut−$1.44M |
| &PARTNERS | 52.7K | $7.14M | $643.2K | Added$1.49M |
| CITIZENS FINANCIAL GROUP INC/RI | 52.4K | $7.11M | $739.4K | Cut−$418.4K |
| BANK OF MONTREAL /CAN/ | 51.9K | $7.05M | $702.6K | Added$992.3K |
| MJP ASSOCIATES INC /ADV | 50.6K | $6.87M | $714.2K | Added$391.7K |
| Summit Wealth Partners, LLC | 48.9K | $6.63M | $686.1K | Added$718.3K |
| Foundry Financial Group, Inc. | 48.6K | $6.6M | $685.1K | Added$695.4K |
| Gallagher Fiduciary Advisors, LLC | 48K | $6.52M | $614.2K | Added$1.23M |
| PRINCIPAL SECURITIES, INC. | 47.4K | $6.44M | $631.6K | Added$993.8K |
| Corient Private Wealth LLC | 47.8K | $6.43M | $622.5K | Cut−$9.38M |
| Envestnet Portfolio Solutions, Inc. | 46.6K | $6.33M | $50.6K | Added$5.89M |
| Equitable Holdings, Inc. | 51.9K | $6.32M | $13K | Added$297.3K |
| Accurate Wealth Management, LLC | 47K | $6.3M | — | New |
| CIBC WORLD MARKET INC. | 46.2K | $6.27M | $630.8K | Added$837.6K |
| Paller Financial Services Inc | 44K | $5.97M | $613.4K | Added$687.8K |
| Cornerstone Planning, LLC | 43.6K | $5.92M | $509.9K | Added$1.35M |
| Sunbelt Securities, Inc. | 42.8K | $5.81M | $524.8K | Added$1.29M |
| Convergence Financial, LLC | 40.8K | $5.53M | $532.9K | Added$942K |
| CHATHAM CAPITAL GROUP, INC. | 39.7K | $5.39M | $553.1K | Added$620.9K |
| Farrow Financial, Inc. | 39.3K | $5.34M | $555.2K | Added$516.6K |
| IHT Wealth Management, LLC | 38.5K | $5.22M | $447.2K | Added$1.37M |
| Merit Financial Group, LLC | 38.4K | $5.21M | $541.7K | Added$242.8K |
| Broussard Financial Group LLC | 37.8K | $5.13M | $532.6K | Added$543.7K |
| Houlihan Financial Resource Group, Ltd. | 37.8K | $5.13M | $354.5K | Added$365.9K |
| BLAIR WILLIAM & CO/IL | 37.8K | $5.13M | $532.9K | Added$418K |
| Embree Financial Group | 37.4K | $5.08M | $486.3K | Added$885.7K |
| Strategic Family Wealth Counselors, L.L.C. | 37.3K | $5.06M | $345.6K | Added$302.9K |
| Aureum Wealth Management, LLC | 36.8K | $5M | $497.7K | Added$710.7K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 36.7K | $4.98M | $517.5K | Added$425.6K |
| TUDOR INVESTMENT CORP ET AL | 36.5K | $4.96M | — | New |
| ASSETMARK, INC | 35.5K | $4.82M | $16.8K | Added$4.67M |
| FLAGSHIP HARBOR ADVISORS, LLC | 35.4K | $4.81M | $500.1K | Added$373.6K |
| Blake Schutter Theil Wealth Advisors, LLC | 34.7K | $4.71M | $479.8K | Added$571.7K |
| Shulman DeMeo Asset Management LLC | 33.9K | $4.6M | $478.3K | Added$447.2K |
| REGATTA CAPITAL GROUP, LLC | 33.8K | $4.59M | $389.5K | Added$1.23M |
| GODSEY & GIBB, INC | 33.7K | $4.58M | $461.2K | Added$602.1K |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 33.7K | $4.57M | $475K | Added$317.2K |
| Integrated Wealth Concepts LLC | 33.6K | $4.57M | $373.6K | Added$1.35M |
| J2 Capital Management Inc | 32.7K | $4.44M | $461.6K | Cut−$1.22M |
| CAHILL FINANCIAL ADVISORS INC | 32.4K | $4.4M | $457K | Added$444.5K |
| Arkadios Wealth Advisors | 32K | $4.35M | $450.9K | Added$460.6K |
| Kingsview Wealth Management, LLC | 31.9K | $4.33M | $401.3K | Added$872.2K |
| Wolff Financial Management LLC | 31.8K | $4.31M | $448.3K | Added$410.6K |
| HARBOUR INVESTMENTS, INC. | 30.9K | $4.19M | $288.2K | Added$1.71M |
| Independent Solutions Wealth Management, LLC | 30.2K | $4.09M | $425.5K | Added$395.9K |
| Allworth Financial LP | 30.1K | $4.09M | $425.3K | Added$341.7K |
| Rakuten Investment Management, Inc. | 33.3K | $4.05M | $0 | Added$2.03M |
| JB Capital LLC | 29.9K | $4.05M | $129.3K | Added$2.94M |
| Connecticut Wealth Management, LLC | 29.6K | $4.02M | $417.7K | Added$405.8K |
| Jackson Wealth Management, LLC | 29.5K | $4M | $415K | Added$426K |
| Kovack Advisors, Inc. | 29.7K | $3.99M | $190.8K | Added$2.18M |
| J.W. COLE ADVISORS, INC. | 29.2K | $3.97M | $901.5K | Added$905.5K |
| Allen Investment Management, LLC | 29.2K | $3.96M | $411.9K | Added$411.9K |
| Capital Advisors Wealth Management, LLC | 29.2K | $3.96M | $356.7K | Added$882.1K |
| AMG National Trust Bank | 28.8K | $3.91M | $295.6K | Added$1.36M |
| Baird Financial Group, Inc. | 28.7K | $3.9M | $395.1K | Added$495.3K |
| AtlasMark Financial, Inc | 31.6K | $3.84M | $0 | Held |
| Focus Partners Wealth | 32.2K | $3.84M | −$78.8K | Added$80.3K |
| Gladstone Institutional Advisory LLC | 28K | $3.81M | $259.6K | Added$1.57M |
| Icahn Capital | 27.6K | $3.74M | $366.9K | Added$582.2K |
| D.A. DAVIDSON & CO. | 27.4K | $3.72M | $386.5K | Added$358.3K |
| Mayflower Financial Advisors, LLC | 26.9K | $3.65M | $367.8K | Added$479.9K |
| BEACON FINANCIAL GROUP | 26.8K | $3.63M | $31K | Added$3.37M |
| NOTTINGHAM ADVISORS, INC. | 26.7K | $3.63M | $361K | Added$514.8K |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 26.5K | $3.6M | $374K | Added$273.8K |
| World Investment Advisors | 26.1K | $3.54M | $355.6K | Added$475.9K |
| High Point Wealth Management, LLC | 25.8K | $3.5M | $353.2K | Added$453.1K |
| BURKE & HERBERT BANK & TRUST CO | 25.7K | $3.49M | $355.6K | Added$421.6K |
| Investment Research Partners LLC | 25.6K | $3.48M | $361.9K | Added$341K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 25.4K | $3.45M | $358.2K | Cut−$3.12M |
| NATIONAL BANK OF CANADA /FI/ | 24.9K | $3.38M | $352.4K | Added$352.5K |
| Valeo Financial Advisors, LLC | 24.8K | $3.36M | $349.5K | Added$306.9K |
| MAI Capital Management | 24.5K | $3.33M | $334.6K | Added$441.4K |
| XTX Topco Ltd | 24.5K | $3.32M | — | New |
| CRA Financial Services, LLC | 24.1K | $3.27M | $340.6K | Added$230.1K |
| Auto-Owners Insurance Co | 23.8K | $3.23M | $335.8K | Added$335.8K |
| Kensington Asset Management, LLC | 23.7K | $3.22M | $302.6K | Added$477.6K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 23.6K | $3.2M | $332.3K | Added$311.1K |
| Wealth Management Associates, Inc. | 23.4K | $3.17M | $329.1K | Added$335.6K |
| GSG Advisors LLC | 23.3K | $3.17M | $322.6K | Added$385.6K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 116.2K | $3.14M | −$1.33M | Added$1.45M |
| High Net Worth Advisory Group LLC | 22.6K | $3.06M | $318.3K | Added$280.8K |
| PlanVest Financial, Inc | 22.1K | $3M | — | Held |
| Morton Brown Family Wealth, LLC | 22.1K | $3M | $311.9K | Added$236.6K |
| KOM Wealth Management Group, LLC | 21.6K | $2.93M | $305.1K | Cut−$341.6K |
| 1900 WEALTH MANAGEMENT LLC | 21.6K | $2.93M | $237.7K | Added$883.3K |
| Frisch Financial Group, Inc. | 21.5K | $2.92M | $303.6K | Added$290.6K |
| Western Wealth Management, LLC | 21.5K | $2.91M | $287K | Added$440.9K |
| American State Bank (Iowa) | 21.4K | $2.91M | $302.2K | Added$242.4K |
| FC Advisory LLC | 21.3K | $2.89M | $300.7K | Added$255.9K |
| Indivisible Partners | 21.2K | $2.88M | $260.5K | Added$634.9K |
| SCOTIA CAPITAL INC. | 20.9K | $2.84M | $295.6K | Added$284.8K |
| Ironwood Financial, llc | 20.8K | $2.83M | $237.7K | Added$319.9K |
| Keystone Financial Planning, Inc. | 20.5K | $2.79M | $289.7K | Cut−$680K |
| WCG Wealth Advisors LLC | 20.5K | $2.78M | $288.9K | Added$284.2K |
| Atlas Private Wealth Advisors | 20.3K | $2.75M | $269.8K | Added$427.3K |
| ASHTON THOMAS SECURITIES, LLC | 20.3K | $2.75M | — | New |
| Klingman & Associates, LLC | 20.2K | $2.74M | $285.4K | Added$234.7K |
| Texas Capital Bank Wealth Management Services Inc | 20.2K | $2.74M | $285.2K | Added$285.2K |
| Arax Advisory Partners | 19.9K | $2.71M | $281.5K | Cut−$632.9K |
| Gerald Baker Financial Group LLC | 19.9K | $2.71M | — | Held |
| Goldstone Financial Group, LLC | 19.8K | $2.69M | $279.7K | Added$214.4K |
| Bernardo Wealth Planning LLC | 19.4K | $2.64M | $274K | Added$223.9K |
| NORDEN GROUP LLC | 19.3K | $2.62M | $271.2K | Added$284.8K |
| RIDGECREST WEALTH PARTNERS, LLC | 19.3K | $2.62M | $238.7K | Added$558.5K |
| SAGESPRING WEALTH PARTNERS, LLC | 19.2K | $2.6M | $270.4K | Added$252.8K |
| Capital Squared Financial LLC | 18.9K | $2.57M | $243.7K | Added$470.6K |
| AE Wealth Management LLC | 18.9K | $2.56M | $215.8K | Added$699K |
| Valmark Advisers, Inc. | 18.8K | $2.55M | $265.6K | Added$119.3K |
| Sowell Financial Services LLC | 18.7K | $2.54M | $263.6K | Added$201.6K |
| Jefferies Financial Group Inc. | 18.6K | $2.53M | $262.8K | Cut−$1.7M |
| Beacon Pointe Advisors, LLC | 18.5K | $2.52M | — | New |
| TruNorth Capital Management, LLC | 18.5K | $2.51M | $260.9K | Added$260.9K |
| Ellis Investment Partners, LLC | 18.5K | $2.51M | $259.2K | Added$274.4K |
| Csenge Advisory Group | 18.5K | $2.51M | $260.4K | Added$218.8K |
| WHITTIER TRUST CO OF NEVADA INC | 18.6K | $2.5M | $235.1K | Added$231.4K |
| Calamos Wealth Management LLC | 18.2K | $2.47M | $235.9K | Added$438.4K |
| Calamos Advisors LLC | 18.2K | $2.47M | — | New |
| Quantinno Capital Management LP | 18.2K | $2.47M | $155.7K | Added$1.13M |
| Crews Bank & Trust | 18.2K | $2.46M | $249.4K | Added$315.2K |
| JOHNSON INVESTMENT COUNSEL INC | 18.1K | $2.46M | $243.5K | Added$362.1K |
| TRANSCEND CAPITAL ADVISORS, LLC | 18.1K | $2.45M | $254.8K | Added$242.8K |
| HFG Advisors, Inc. | 17.9K | $2.43M | $249.5K | Added$275.9K |
| Stratos Wealth Partners, LTD. | 17.8K | $2.42M | $251.5K | Cut−$80.1K |
| AXXCESS WEALTH MANAGEMENT, LLC | 17.6K | $2.39M | $248.9K | Added$217.8K |
| Investment Advisory Group, LLC | 17.6K | $2.39M | $248.2K | Added$241.8K |
| Fiduciary Group, LLC | 17.6K | $2.39M | $248K | Added$228.6K |
| Pinnacle Financial Partners, Inc. | 17.5K | $2.38M | $247.6K | Added$176.2K |
| Apex Wealth Management, LLC | 17.2K | $2.34M | — | New |
| MCF Advisors LLC | 17.2K | $2.33M | $191K | Added$684.1K |
| CHOREO, LLC | 17K | $2.31M | $224.8K | Added$268.8K |
| Cresset Asset Management, LLC | 16.9K | $2.29M | $224.3K | Added$359K |
| Concord Wealth Partners | 16.8K | $2.28M | $219.9K | Added$388.1K |
| Aventus Investment Advisors, Inc. | 16.8K | $2.28M | $237.3K | Added$160.5K |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 16.8K | $2.28M | $236.8K | Added$238.2K |
| SHRIER WEALTH MANAGEMENT, LLC | 16.8K | $2.28M | $149.9K | Added$986.6K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 16.7K | $2.27M | $235.6K | Added$108.5K |
| KING LUTHER CAPITAL MANAGEMENT CORP | 16.7K | $2.26M | $233.9K | Added$245.2K |
| RAELIPSKIE PARTNERSHIP | 16.7K | $2.26M | $227.8K | Added$297.7K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 16.6K | $2.25M | $233.9K | Added$233.9K |
| Pathfinder Wealth Consulting, Inc. | 16.3K | $2.21M | $230.2K | Added$221.3K |
| Chicago Partners Investment Group LLC | 16.6K | $2.21M | $67.7K | Added$140.5K |
| Targeted Financial Services LLC | 16.2K | $2.2M | $228.6K | Added$196K |
| WOODSTOCK CORP | 16.2K | $2.2M | $228.3K | Added$228.3K |
| LOM Asset Management Ltd | 16.1K | $2.19M | $227.6K | Added$221.1K |
| Onyx Bridge Wealth Group LLC | 16.1K | $2.19M | $227.5K | Added$209.8K |
| Atlas Legacy Advisors, LLC | 16.1K | $2.18M | $227K | Added$204.2K |
| Formidable Asset Management, LLC | 17.8K | $2.17M | −$15K | Cut−$128.2K |
| GeoWealth Management, LLC | 15.9K | $2.15M | — | New |
| KINGSWOOD WEALTH ADVISORS, LLC | 15.8K | $2.15M | $223.2K | Added$210.3K |
| HARBOR INVESTMENT ADVISORY, LLC | 15.7K | $2.14M | $207.6K | Added$346.2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 15.6K | $2.12M | $24.5K | Added$1.91M |
| Rehmann Capital Advisory Group | 15.5K | $2.11M | $219.5K | Added$106.9K |
| CreativeOne Wealth, LLC | 15.4K | $2.09M | $26.9K | Added$1.86M |
| Jaffetilchin Investment Partners, LLC | 15K | $2.03M | $211.3K | Added$204.6K |
| Cooper Financial Group | 14.8K | $2.01M | $209K | Added$123.6K |
| INTEGRITY ALLIANCE, LLC. | 14.8K | $2.01M | $208.6K | Cut−$790.5K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14.7K | $2M | $205.1K | Added$233.2K |
| Triad Wealth Partners, LLC | 14.7K | $1.99M | — | New |
| MONETA GROUP INVESTMENT ADVISORS LLC | 72.6K | $1.97M | −$1.52M | Added$15.4K |
Who left
- Engineers Gate Manager LP$28.1M
- Meiji Yasuda Life Insurance Co$20.2M
- MILLENNIUM MANAGEMENT LLC$17.2M
- SteelPeak Wealth, LLC$10.6M
- Redhawk Wealth Advisors, Inc.$7.16M
- NewEdge Advisors, LLC$4.12M
- IFG Advisory, LLC$3.73M
- Diversify Advisory Services, LLC$2.67M
- Jump Financial, LLC$1.91M
- Icon Wealth Advisors, LLC$1.76M
- GTS SECURITIES LLC$1.48M
- ORLEANS CAPITAL MANAGEMENT CORP/LA$849K
- Coppell Advisory Solutions LLC$667.7K
- WEALTH ALLIANCE, LLC$660.5K
- Independent Wealth Network Inc.$553.8K
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.