Stock
Reported value
$3.62B
Holders
536
+43 new · −36 exited
Holders’ est. mark
$192.1M
Price effect on 237 books still in the name
Largest holder
$697.3M
Fidelity
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $697.3M
- Renaissance Technologies0.0% · $374.6K
- Icahn Capital0.0% · $804.9K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Fidelity | 7.63M | $697.3M | $39.1M | Added$7M |
| BANK OF AMERICA CORP /DE/ | 3.93M | $359.1M | $20.1M | Added$14.6M |
| BlackRock, Inc. | 3.57M | $326.6M | $18.3M | Cut−$18.9M |
| MORGAN STANLEY | 2.47M | $226M | $11.8M | Added$26.7M |
| Wharton Business Group, LLC | 1.71M | $156.6M | $8.77M | Added$4.66M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.2M | $109.2M | $5.92M | Added$9.54M |
| ENVESTNET ASSET MANAGEMENT INC | 1.04M | $94.8M | $4.96M | Added$11.2M |
| LPL Financial LLC | 948.3K | $86.6M | $4.6M | Added$9.23M |
| Financial Engines Advisors L.L.C. | 768.4K | $70.2M | $3.93M | Added$1.45M |
| SECURIAN ASSET MANAGEMENT, INC | 702.8K | $64.2M | $3.6M | Cut−$4.77M |
| WELLS FARGO & COMPANY/MN | 688K | $62.9M | $3.52M | Added$2.11M |
| UBS Group AG | 685K | $62.6M | $3.25M | Added$7.82M |
| AMERIPRISE FINANCIAL INC | 672.2K | $61.4M | $3.22M | Added$7.4M |
| SEI INVESTMENTS CO | 669.1K | $61.1M | $3.41M | Added$3.53M |
| RAYMOND JAMES FINANCIAL INC | 531.5K | $48.6M | $2.37M | Added$8.63M |
| ROYAL BANK OF CANADA | 493.6K | $45.1M | $2.53M | Added$2.17M |
| ASSETMARK, INC | 420.7K | $38.4M | $2.15M | Added$1.37M |
| Creative Planning | 401K | $36.6M | $2.01M | Added$2.75M |
| MERCER GLOBAL ADVISORS INC /ADV | 397.2K | $36.3M | $2.03M | Cut−$2.1M |
| Summit Financial, LLC | 374.3K | $34.2M | $1.9M | Added$2.15M |
| Cetera Investment Advisers | 356.9K | $32.6M | $1.78M | Added$2.58M |
| Amundi | 350.8K | $32.1M | $1.8M | Cut−$1.57M |
| Facet Wealth, Inc. | 301.1K | $27.5M | $747.6K | Added$825.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | 295.8K | $27M | $1.51M | Added$583.1K |
| ALLIANCEBERNSTEIN L.P. | 313.1K | $27M | $0 | Cut−$514K |
| Brookstone Capital Management | 226K | $20.6M | $1.12M | Added$1.8M |
| Armbruster Capital Management, Inc. | 221.4K | $20.2M | $1.12M | Added$1.32M |
| Geneos Wealth Management Inc. | 213.9K | $19.5M | $551K | Added$10.3M |
| JONES FINANCIAL COMPANIES LLLP | 207.2K | $18.4M | $464.6K | Added$2.7M |
| Portfolio Design Labs, LLC | 174.5K | $15.9M | $893.3K | Added$747.4K |
| Mariner, LLC | 158.3K | $14.5M | $775.8K | Added$1.39M |
| MML INVESTORS SERVICES, LLC | 155.2K | $14.2M | $794.5K | Cut−$2.29M |
| Ledyard National Bank | 152K | $13.9M | $765.8K | Added$990.5K |
| ANDERSON HOAGLAND & CO | 147.8K | $13.5M | $749.7K | Added$876.7K |
| OSAIC HOLDINGS, INC. | 144.7K | $13.2M | $736.5K | Cut−$426.9K |
| Symmetry Partners, LLC | 140.5K | $12.8M | $682.7K | Added$1.34M |
| Horizon Investments, LLC | 132.7K | $12.1M | $450K | Added$4.54M |
| Merit Financial Group, LLC | 129.4K | $11.8M | $351K | Added$5.91M |
| TRUIST FINANCIAL CORP | 127.8K | $11.7M | $654.2K | Added$477.3K |
| Ascent Group, LLC | 127.2K | $11.6M | $651.3K | Added$636.2K |
| ProVise Management Group, LLC | 120.4K | $11M | $611.5K | Added$695.7K |
| PRINCIPAL SECURITIES, INC. | 115.6K | $10.6M | $580.7K | Added$780.7K |
| FIFTH THIRD BANCORP | 111.1K | $10.2M | $10.2K | Added$9.98M |
| Magnus Financial Group LLC | 110.3K | $10.1M | $564.6K | Added$432.3K |
| CAPTRUST FINANCIAL ADVISORS | 104.7K | $9.57M | $536.2K | Cut−$3.15M |
| Baird Financial Group, Inc. | 102K | $9.32M | $458.8K | Added$1.59M |
| JPMORGAN CHASE & CO | 103.3K | $9.25M | $346K | Added$120.3K |
| Ocean Park Asset Management, LLC | 99.8K | $9.11M | — | New |
| TRUSTMARK BANK TRUST DEPARTMENT | 92.9K | $8.49M | $460.9K | Added$722.4K |
| CHOREO, LLC | 92.2K | $8.42M | $438K | Added$327.6K |
| STIFEL FINANCIAL CORP | 85.1K | $7.77M | $435.6K | Added$368.6K |
| ALPHA CAPITAL ADVISORS INC /ADV | 84.9K | $7.75M | $366K | Added$604.7K |
| Asset Management Group, Inc. | 84.3K | $7.7M | $431.6K | Added$422.4K |
| CUTLER INVESTMENT COUNSEL LLC | 80.9K | $7.39M | $414.4K | Added$26.3K |
| HighTower Advisors, LLC | 80.7K | $7.37M | $413.1K | Cut−$77K |
| Mission Creek Capital Partners, Inc. | 79.2K | $7.24M | $405.7K | Added$350.3K |
| Well Done, LLC | 75.7K | $6.92M | $387.7K | Added$170.2K |
| Focus Partners Wealth | 68.9K | $6.29M | $352.1K | Added$360.4K |
| Estate Counselors, LLC | 68.6K | $6.27M | $351.1K | Added$335.2K |
| BANK OF MONTREAL /CAN/ | 68.3K | $6.24M | $321.1K | Added$827.6K |
| FOUNDERS FINANCIAL SECURITIES LLC | 66.4K | $6.21M | $477.6K | Cut−$1.4M |
| Anchor Investment Management, LLC | 67.4K | $6.16M | $325.6K | Added$670.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 62.6K | $5.76M | $322.2K | Cut−$1.04M |
| CLEAR WAVE WEALTH MANAGEMENT LLC | 62.6K | $5.72M | — | Held |
| Rakuten Investment Management, Inc. | 65.5K | $5.53M | $0 | Added$2.76M |
| Private Advisor Group, LLC | 58.9K | $5.38M | $234.5K | Added$1.43M |
| World Investment Advisors | 58.3K | $5.33M | $298.4K | Added$203.3K |
| Apella Capital, LLC | 55.7K | $5.2M | $393.9K | Cut−$169.4K |
| TCV Trust & Wealth Management, Inc. | 56.7K | $5.18M | $290.4K | Added$274.9K |
| ASPIRIANT, LLC | 55.9K | $5.1M | $286K | Cut−$561.1K |
| GLENMEDE TRUST CO NA | 55.6K | $5.08M | $284.5K | Cut−$780.2K |
| Wealth Advisors of Iowa, LLC | 53.5K | $4.88M | $273.7K | Cut−$32.3K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 51.7K | $4.71M | $230.8K | Added$472.2K |
| Strategic Blueprint, LLC | 50.7K | $4.63M | $254.3K | Added$351K |
| PNC Financial Services Group, Inc. | 49.1K | $4.49M | $251.6K | Added$131.8K |
| Rockefeller Capital Management L.P. | 48.7K | $4.45M | $248.4K | Added$265.6K |
| RWA WEALTH PARTNERS, LLC | 43.6K | $3.98M | $223.1K | Cut−$237.9K |
| Advisory Services Network, LLC | 43K | $3.93M | $212.2K | Added$352K |
| Compass Financial Group, Inc. (Ohio) | 42.9K | $3.92M | $193.4K | Added$658.1K |
| CWM, LLC | 42.3K | $3.86M | $3.86M | Added$3.86M |
| MAGNOLIA CAPITAL ADVISORS LLC | 42.1K | $3.85M | $88.6K | Added$2.36M |
| Quadrature Capital Ltd | 42.1K | $3.85M | $36.8K | Added$3.23M |
| Independent Advisor Alliance | 41.9K | $3.83M | — | New |
| Shore Point Advisors, LLC | 41.3K | $3.77M | $211.4K | Added$110.6K |
| MAI Capital Management | 40.6K | $3.71M | $208K | Added$142.1K |
| Transamerica Financial Advisors, LLC | 40.3K | $3.68M | $170.6K | Added$805.2K |
| Mutual Advisors, LLC | 40K | $3.66M | $205K | Added$93.1K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 40.2K | $3.66M | $190.8K | Added$105.2K |
| Samalin Investment Counsel, LLC | 39.9K | $3.65M | $202.9K | Added$229.6K |
| BlueStem Wealth Partners, LLC | 39.7K | $3.63M | — | New |
| Rehmann Capital Advisory Group | 40.7K | $3.62M | −$45.1K | Added$548.4K |
| IMA Advisory Services, Inc. | 37.2K | $3.4M | $190.5K | Cut−$41.1K |
| Sequoia Financial Advisors, LLC | 37.2K | $3.4M | $190.3K | Cut−$438.6K |
| Savant Capital, LLC | 36.9K | $3.37M | $189K | Added$94.9K |
| Integrated Wealth Concepts LLC | 36.7K | $3.35M | $175.6K | Added$396.2K |
| Kestra Advisory Services, LLC | 35.2K | $3.21M | $155.7K | Added$591.9K |
| BridgePort Financial Solutions, LLC | 34K | $3.11M | $174.3K | Added$109.2K |
| RHS Financial, LLC | 33.7K | $3.08M | $110.6K | Added$1.21M |
| Physician Wealth Advisors, Inc. | 33.4K | $3.05M | $170.8K | Added$82.1K |
| MGO ONE SEVEN LLC | 32.4K | $2.96M | $146.3K | Added$500.5K |
| Corsicana & Co. | 38K | $2.96M | −$311.3K | Cut−$263K |
| Brickley Wealth Management | 31.3K | $2.86M | $158.7K | Added$183.3K |
| VAUGHAN & Co SECURITIES, INC. | 31.2K | $2.85M | $159.9K | Added$119K |
| Prism Advisors, Inc. | 30.1K | $2.75M | $154.3K | Added$154.3K |
| OneDigital Investment Advisors LLC | 29.3K | $2.68M | — | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 29.1K | $2.62M | — | New |
| IHT Wealth Management, LLC | 28.6K | $2.61M | $141.3K | Added$232.6K |
| UMB Bank, n.a. | 28.1K | $2.57M | $123K | Added$493.9K |
| D.A. DAVIDSON & CO. | 27.9K | $2.55M | $142.7K | Added$82K |
| MorganRosel Wealth Management, LLC | 27.8K | $2.54M | $142.6K | Cut−$1.21M |
| Cerity Partners LLC | 27.7K | $2.53M | $134.1K | Added$269.8K |
| MATHER GROUP, LLC. | 27K | $2.47M | $138.5K | Added$131.8K |
| SHUFRO ROSE & CO LLC | 26.1K | $2.38M | $130.6K | Added$183.1K |
| Fortune Financial Advisors, LLC | 25.8K | $2.36M | $119.7K | Added$341.8K |
| Frontier Asset Management, LLC | 25.8K | $2.36M | — | New |
| J.W. COLE ADVISORS, INC. | 25.5K | $2.33M | $132.6K | Added$135.7K |
| Beacon Pointe Advisors, LLC | 25.3K | $2.31M | $104.2K | Added$557.2K |
| Ausdal Financial Partners, Inc. | 25.2K | $2.3M | $126.5K | Added$174.3K |
| Arkadios Wealth Advisors | 24.9K | $2.28M | $127.5K | Added$30.3K |
| Focus Partners Advisor Solutions, LLC | 24.4K | $2.23M | $122.8K | Added$159.1K |
| &PARTNERS | 23.2K | $2.12M | $110.5K | Added$256.3K |
| Gateway Wealth Partners, LLC | 23.1K | $2.11M | $55.8K | Added$1.17M |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 22.8K | $2.09M | $109.2K | Added$246.7K |
| CGN Advisors LLC | 22.7K | $2.07M | $112.9K | Added$173.3K |
| Klingman & Associates, LLC | 22.5K | $2.06M | $115.4K | Added$102.5K |
| Friedenthal Financial | 22.5K | $2.05M | $115.1K | Added$89.8K |
| McNaughton Wealth Management, LLC | 21.5K | $1.96M | $110.1K | Added$84K |
| Steward Partners Investment Advisory, LLC | 21.2K | $1.94M | $108.7K | Added$47.6K |
| Bank of New York Mellon Corp | 21.1K | $1.93M | $108.2K | Added$81K |
| BROWN WEALTH MANAGEMENT, LLC | 20.8K | $1.9M | $106.5K | Added$105.2K |
| CVA Family Office, LLC | 20K | $1.83M | $102.4K | Added$27K |
| Berger Financial Group, Inc | 20K | $1.83M | $102.4K | Added$55K |
| Breakwater Capital Group | 19.5K | $1.78M | $99.3K | Added$109.7K |
| Stratos Wealth Partners, LTD. | 18.7K | $1.7M | $89.5K | Added$195.9K |
| Bell Investment Advisors, Inc | 18K | $1.64M | $92K | Added$85.7K |
| Bleakley Financial Group, LLC | 17.8K | $1.63M | $91K | Added$94.4K |
| HB Wealth Management, LLC | 17.7K | $1.62M | $90.5K | Added$89.9K |
| Bellwether Advisors, LLC | 17.6K | $1.61M | $90K | Added$61.2K |
| Sanctuary Advisors, LLC | 17.4K | $1.59M | $89.3K | Cut−$37.8K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 17.2K | $1.57M | $87.9K | Cut−$1.03M |
| Peterson Wealth Advisors, LLC | 16.6K | $1.52M | $82.9K | Added$120K |
| Roof Eidam Maycock Peralta, LLC | 16.6K | $1.52M | $85K | Added$26.7K |
| TPG Advisors LLC | 16.4K | $1.5M | $84.2K | Cut−$6.58K |
| Foster Victor Wealth Advisors, LLC | 16.1K | $1.5M | $97.7K | Added$86.6K |
| Tacita Capital Inc | 15.8K | $1.44M | $80.7K | Added$80.7K |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 15.7K | $1.43M | $80.3K | Added$80.3K |
| Prime Capital Investment Advisors, LLC | 15.2K | $1.38M | $77.5K | Cut−$30K |
| Carr Financial Group Corp | 15.1K | $1.38M | $77.5K | Added$77.5K |
| Tempo Wealth, LLC | 14.9K | $1.36M | $76.3K | Added$61.4K |
| HBK Sorce Advisory LLC | 14.9K | $1.36M | −$5.21K | Cut−$180.3K |
| Quantinno Capital Management LP | 14.9K | $1.36M | $69.5K | Added$187.2K |
| Foster Group, Inc. | 14.9K | $1.36M | $76K | Added$22.7K |
| SAWGRASS ASSET MANAGEMENT LLC | 14.6K | $1.33M | $74.8K | Added$74.8K |
| CITIZENS FINANCIAL GROUP INC/RI | 14.4K | $1.31M | $73.7K | Added$55.1K |
| SILVER OAK SECURITIES, INCORPORATED | 14.4K | $1.31M | — | New |
| IBEX WEALTH ADVISORS | 14.3K | $1.31M | $73.4K | Added$73.4K |
| Compound Planning, Inc. | 14.3K | $1.3M | $72.3K | Added$83.6K |
| TSG Advice Partners, LLC | 14.1K | $1.29M | $72.4K | Added$71.7K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 13.7K | $1.25M | $62.3K | Added$203.2K |
| OLD MISSION CAPITAL LLC | 13.6K | $1.24M | — | New |
| Waldron Private Wealth LLC | 13.5K | $1.24M | $68.5K | Added$83.4K |
| Prospera Financial Services Inc | 13.5K | $1.23M | $54K | Added$324.6K |
| Elevation Capital Advisory, LLC | 13.4K | $1.23M | $68.8K | Cut−$672.2K |
| Round Rock Advisors LLC | 12.9K | $1.18M | $66.2K | Added$64.5K |
| Lido Advisors, LLC | 12.8K | $1.17M | $82.8K | Added$94.3K |
| MONECO ADVISORS, LLC | 12.8K | $1.17M | $61K | Added$136.7K |
| Focus Financial Network, Inc. | 12.5K | $1.14M | $53.3K | Added$245.6K |
| Perigon Wealth Management, LLC | 12.5K | $1.14M | $64.1K | Added$17.7K |
| Allworth Financial LP | 12.5K | $1.14M | $63.8K | Added$6.96K |
| Equitable Holdings, Inc. | 13.1K | $1.13M | $44 | Cut−$74.5K |
| GREAT VALLEY ADVISOR GROUP, INC. | 12.4K | $1.13M | $63.5K | Added$23K |
| PCA Investment Advisory Services Inc. | 12.2K | $1.12M | $62.1K | Added$68.9K |
| Heirloom Wealth Management | 12.1K | $1.11M | — | New |
| Baker Ellis Asset Management LLC | 11.9K | $1.09M | $61.2K | Added$43.9K |
| TWO SIGMA SECURITIES, LLC | 11.8K | $1.08M | $28K | Added$610K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 11.5K | $1.05M | $59K | Added$59K |
| Shira Ridge Wealth Management | 11.2K | $1.02M | $57.4K | Added$42K |
| Versant Capital Management, Inc | 11K | $1M | $56.2K | Added$56.2K |
| CFG Wealth Management Services, Inc. | 11K | $996.6K | $48.5K | Added$50.2K |
| VestGen Advisors, LLC | 10.9K | $993.7K | — | New |
| CFS Investment Advisory Services, LLC | 10.6K | $989.8K | $75K | Added$75K |
| Clark Asset Management, LLC | 10.8K | $986.7K | $55.3K | Added$55.3K |
| PFG Advisors | 10.8K | $983.6K | $52.8K | Added$94.9K |
| Envestnet Portfolio Solutions, Inc. | 10.7K | $982.1K | $55K | Cut−$803.9K |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 10.6K | $964.5K | $54K | Added$54K |
| TOMPKINS FINANCIAL CORP | 10.5K | $962K | $49.5K | Added$128.2K |
| Composition Wealth, LLC | 10.3K | $943.8K | $52.9K | Added$32.3K |
| Joel Isaacson & Co., LLC | 10.3K | $937.3K | $52.5K | Added$52.5K |
| SWEENEY & MICHEL, LLC | 9.94K | $928.9K | −$1.82K | Added$7.52K |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | 9.79K | $895K | $28K | Added$27.1K |
| Wealthspire Advisors, LLC | 9.76K | $892.1K | $50K | Added$50K |
| Ellis Investment Partners, LLC | 9.66K | $883.1K | $49K | Added$58.3K |
| Lexington Hill Partners, LLC | 9.63K | $880.3K | $49.3K | Added$49.3K |
| INVESTMENT PARTNERS, LTD. | 9.61K | $878.2K | $49.3K | Cut−$67.9K |
| Empirical Asset Management, LLC | 9.27K | $846.7K | $47.4K | Added$47.4K |
| STEPHENS INC /AR/ | 9.24K | $844.3K | $47.3K | Added$47.3K |
| WESBANCO BANK INC | 9.23K | $843.4K | $47.3K | Added$41.5K |
| Arcus Capital Partners, LLC | 9.13K | $834.5K | $46.7K | Added$44.1K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 9.05K | $826.9K | $46.3K | Added$46.3K |
| Farther Finance Advisors, LLC | 8.94K | $821.3K | $50.6K | Cut−$827 |
| SPIREPOINT PRIVATE CLIENT, LLC | 8.92K | $815K | $45.7K | Added$45.7K |
| Icahn Capital | 8.81K | $804.9K | $33.3K | Added$243.6K |
| Hibernia Wealth Partners, LLC | 8.78K | $802.6K | $43.2K | Added$74.8K |
| Clearstead Advisors, LLC | 8.73K | $797.8K | $40.4K | Added$117.6K |
| INDEPENDENT FINANCIAL GROUP, LLC | 8.73K | $797.8K | $23.6K | Added$400.1K |
| Private Advisory Group LLC | 8.56K | $782.4K | — | New |
| STOCK YARDS BANK & TRUST CO | 8.52K | $778.4K | $41.4K | Added$81.6K |
| Savvy Advisors, Inc. | 8.49K | $776.1K | $43.5K | Added$13.7K |
| Qube Research & Technologies Ltd | 8.49K | $776K | $43.5K | Cut−$4.48M |
| Fiduciary Trust Co | 8.4K | $767.3K | $43K | Cut−$99.2K |
| Bogart Wealth, LLC | 8.34K | $762.2K | $42.7K | Added$42.7K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 8.28K | $756.5K | $42.4K | Cut−$83K |
| FRANKLIN RESOURCES INC | 8.09K | $739.3K | $39.9K | Added$67.5K |
| WOODMONT INVESTMENT COUNSEL LLC | 8.03K | $733.9K | $41.1K | Added$41.1K |
| Venturi Wealth Management, LLC | 8.03K | $733.8K | $41.1K | Added$41.1K |
| Premier Path Wealth Partners, LLC | 8.03K | $733.3K | $41.1K | Added$8.55K |
| Portland Financial Advisors Inc | 8.02K | $733.1K | $41.1K | Added$41.1K |
| Black Diamond Financial, LLC | 8.01K | $731.9K | $41K | Added$41K |
| Cornerstone Wealth Management, LLC | 7.89K | $720.7K | $40.4K | Added$36.2K |
| HARBOUR INVESTMENTS, INC. | 7.84K | $716.5K | $10.3K | Added$543.2K |
| Mascoma Wealth Management LLC | 7.77K | $710.1K | $39.8K | Added$9.69K |
| FIDUCIARY FINANCIAL GROUP, LLC | 7.74K | $707.6K | $39.6K | Added$39.6K |
| COWA, LLC | 7.57K | $691.9K | $28.6K | Added$210K |
| 1900 WEALTH MANAGEMENT LLC | 7.43K | $678.5K | $38.1K | Added$29.9K |
| Hilltop Partners LLC | 7.31K | $668.2K | $37.4K | Added$37.4K |
| Heck Capital Advisors, LLC | 7.25K | $662.1K | $37.1K | Added$29.1K |
| Pacific Center for Financial Services | 7.21K | $658.4K | $46.4K | Added$56.5K |
| Essex Financial Services, Inc. | 7.1K | $648.5K | $36.3K | Added$36.3K |
| Counterweight Ventures, LLC | 7.06K | $644.9K | $36.1K | Added$36.1K |
| Lantz Financial LLC | 7.04K | $643.3K | $36.1K | Added$36K |
| Corient Private Wealth LLC | 7.92K | $636.5K | −$47.5K | Cut−$431.3K |
| Keystone Financial Group | 6.8K | $621.8K | $31.9K | Added$89K |
| Financial Perspectives, Inc | 6.75K | $616.3K | $23.8K | Added$215.6K |
| Wolff Financial Management LLC | 6.56K | $599.3K | $33.6K | Added$33.6K |
| Pallas Capital Advisors LLC | 6.49K | $593.2K | $33.2K | Added$30K |
| Creekside Partners | 6.29K | $575.2K | $32.2K | Added$32.2K |
| CARY STREET PARTNERS FINANCIAL LLC | 6.28K | $573.6K | $31.7K | Added$38.9K |
| CIBC WORLD MARKET INC. | 6.15K | $561.7K | $28.2K | Added$87.5K |
| Ameritas Advisory Services, LLC | 6.15K | $561.7K | $31.5K | Added$5.6K |
| QTR Family Wealth, LLC | 5.72K | $535K | $3.52K | Cut−$14K |
| Sage Mountain Advisors LLC | 5.85K | $534.9K | $30K | Added$30K |
| Aries Wealth Management | 5.84K | $533.6K | $29.9K | Added$29.9K |
| ASHTON THOMAS SECURITIES, LLC | 5.83K | $532.2K | — | New |
| Fifth Third Securities, Inc. | 5.76K | $526K | $19.1K | Added$204.1K |
| BLAIR WILLIAM & CO/IL | 5.75K | $525K | $29.4K | Added$18.8K |
| Fragasso Financial Advisors Inc | 5.65K | $522.6K | $34.6K | Added$45K |
| Kathmere Capital Management, LLC | 5.68K | $518.7K | $22.2K | Added$145.1K |
| JOHNSON INVESTMENT COUNSEL INC | 5.67K | $517.7K | $29K | Added$16.4K |
| Pinnacle Bancorp, Inc. | 5.67K | $517.6K | $29K | Added$29K |
| Keenan, LLC | 5.64K | $514.8K | $28.2K | Cut−$383.6K |
Who left
- JANE STREET GROUP, LLC$24.3M
- Purpose Unlimited Inc.$14M
- NewEdge Advisors, LLC$5.92M
- TUDOR INVESTMENT CORP ET AL$4.62M
- Hershey Financial Advisers, LLC$1.87M
- Diversify Advisory Services, LLC$800.4K
- IFG Advisory, LLC$721.7K
- NATIONAL BANK OF CANADA /FI/$534.5K
- CITIGROUP INC$531.3K
- StoneX Group Inc.$375.4K
- BRADLEY FOSTER & SARGENT INC/CT$316.5K
- Bolthouse Investments, LLC$277.7K
- San Luis Wealth Advisors LLC$272.5K
- Archford Capital Strategies, LLC$251.4K
- MANAGED ASSET PORTFOLIOS, LLC$241.4K
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.