Stock
Reported value
$15.6B
Holders
1,351
+86 new · −95 exited
Holders’ est. mark
−$141.3M
Price effect on 242 books still in the name
Largest holder
$1.42B
Fidelity
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.1% · $1.42B
- Icahn Capital0.0% · $10.6M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Fidelity | 15.4M | $1.42B | −$17.3M | Added$273.9M |
| RAYMOND JAMES FINANCIAL INC | 14.3M | $1.32B | −$19.6M | Added$24.7M |
| BANK OF AMERICA CORP /DE/ | 12.8M | $1.18B | −$18.1M | Cut−$41.5M |
| MORGAN STANLEY | 12.7M | $1.18B | −$18.1M | Cut−$252.4M |
| LPL Financial LLC | 6.28M | $582.5M | −$8.92M | Cut−$9.63M |
| PNC Financial Services Group, Inc. | 4.48M | $415.7M | −$6.37M | Cut−$23.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4.37M | $406.9M | −$6.31M | Cut−$252.8M |
| Millburn Ridgefield LLC /DE/ | 4.24M | $393.5M | −$5.33M | Added$40.1M |
| Catalyst Capital Advisors LLC | 4.24M | $393.5M | −$5.33M | Added$40.1M |
| ENVESTNET ASSET MANAGEMENT INC | 3.99M | $369.6M | −$4.94M | Added$41.8M |
| WELLS FARGO & COMPANY/MN | 3.54M | $328.6M | −$4.98M | Cut−$1.86M |
| UBS Group AG | 3.23M | $299.4M | −$4.58M | Cut−$22.5M |
| BlackRock, Inc. | 3.22M | $298.6M | −$4.57M | Cut−$93.3M |
| AMERIPRISE FINANCIAL INC | 2.44M | $226.6M | −$3.41M | Cut−$37.7M |
| Cetera Investment Advisers | 2.16M | $200.5M | −$3.01M | Added$628.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.91M | $176.8M | −$2.71M | Cut−$11.1M |
| JPMORGAN CHASE & CO | 1.87M | $171.1M | −$4.61M | Cut−$162.5M |
| SEI INVESTMENTS CO | 1.56M | $144.7M | −$2.17M | Added$490.7K |
| ROYAL BANK OF CANADA | 1.56M | $144.6M | −$2.21M | Cut−$12.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.52M | $141.1M | −$2.16M | Cut−$16.7M |
| Beacon Pointe Advisors, LLC | 1.36M | $125.8M | −$338.5K | Added$103.3M |
| ASSETMARK, INC | 1.34M | $124.6M | −$1.91M | Cut−$21.8M |
| Cerity Partners LLC | 1.33M | $123M | −$1.73M | Added$7.85M |
| Horizon Investments, LLC | 1.3M | $120.9M | −$1.69M | Added$8.68M |
| JOHNSON INVESTMENT COUNSEL INC | 1.28M | $118.4M | −$1.75M | Added$2.2M |
| TWO SIGMA INVESTMENTS, LP | 1.25M | $116M | −$1.78M | Cut−$118.7M |
| Focus Partners Wealth | 1.19M | $110.2M | −$1.69M | Cut−$5.19M |
| Geneos Wealth Management Inc. | 1.14M | $106.1M | −$814.8K | Added$52M |
| JONES FINANCIAL COMPANIES LLLP | 1.16M | $105.7M | −$3.06M | Added$10.7M |
| MERCER GLOBAL ADVISORS INC /ADV | 1.08M | $100M | −$1.53M | Cut−$19.4M |
| Mariner, LLC | 1.08M | $99.7M | −$1.5M | Added$353.3K |
| Brookstone Capital Management | 893.6K | $82.9M | −$1.21M | Added$2.43M |
| Russell Investments Group, Ltd. | 853.8K | $79.2M | −$1.21M | Cut−$1.05M |
| SECURIAN ASSET MANAGEMENT, INC | 837.3K | $77.6M | −$1.19M | Cut−$4.3M |
| OSAIC HOLDINGS, INC. | 818.7K | $76M | −$1.16M | Cut−$15.9M |
| RITHOLTZ WEALTH MANAGEMENT | 800.5K | $74.2M | — | New |
| CWM, LLC | 733.4K | $68M | $67.9M | Added$67.9M |
| CAPTRUST FINANCIAL ADVISORS | 715.4K | $66.3M | −$1.02M | Cut−$2.96M |
| US BANCORP \DE\ | 707.7K | $65.6M | −$1M | Cut−$2.98M |
| HighTower Advisors, LLC | 702K | $65.1M | −$952.7K | Added$1.9M |
| MAI Capital Management | 698.4K | $64.8M | −$991.7K | Cut−$2.34M |
| STIFEL FINANCIAL CORP | 656.3K | $60.9M | −$929.6K | Cut−$848.8K |
| Steward Partners Investment Advisory, LLC | 634.4K | $58.8M | −$900.9K | Cut−$3.91M |
| Bank of New York Mellon Corp | 532.5K | $49.4M | −$756.2K | Cut−$1.17M |
| Private Advisor Group, LLC | 492.7K | $45.7M | −$699.6K | Cut−$1.69M |
| Facet Wealth, Inc. | 466K | $43.2M | −$1.12M | Cut−$800K |
| Caisse de depot et placement du Quebec | 441.1K | $40.9M | — | New |
| Integrated Wealth Concepts LLC | 426.4K | $39.5M | −$401.1K | Added$12.9M |
| GLENMEDE TRUST CO NA | 404.2K | $37.5M | −$573.9K | Cut−$2.58M |
| High Probability Advisors, LLC | 393.7K | $36.5M | −$543.1K | Added$492.6K |
| BARCLAYS PLC | 391.4K | $36.3M | −$555.8K | Cut−$13.6M |
| ARS Wealth Advisors Group, LLC | 366.6K | $34M | −$520.6K | Cut−$1.54M |
| MML INVESTORS SERVICES, LLC | 365.8K | $33.9M | −$519.4K | Cut−$13.9M |
| Klingman & Associates, LLC | 361.6K | $33.5M | −$513.5K | Cut−$653.8K |
| TRUIST FINANCIAL CORP | 342.7K | $31.8M | −$478.8K | Added$32.3K |
| Symmetry Partners, LLC | 332.9K | $30.9M | −$436.8K | Added$1.9M |
| Kestra Advisory Services, LLC | 329.7K | $30.6M | −$398.2K | Added$4.17M |
| Rehmann Capital Advisory Group | 328.6K | $30.5M | −$866.7K | Added$1.03M |
| Creative Planning | 327.5K | $30.4M | −$355.4K | Added$6.8M |
| Lineweaver Wealth Advisors, LLC | 317.2K | $29.4M | −$443K | Added$38.5K |
| ALLIANCEBERNSTEIN L.P. | 301.8K | $28.4M | −$0 | Cut−$1.53M |
| KEYBANK NATIONAL ASSOCIATION/OH | 301K | $27.9M | −$427.4K | Cut−$2.41M |
| GDS Wealth Management | 278.1K | $25.8M | −$375.8K | Added$875.3K |
| Cornerstone Wealth Management, LLC | 256.1K | $23.7M | −$360.3K | Cut−$147.7K |
| Lido Advisors, LLC | 249.2K | $23.1M | −$592.1K | Cut−$2.98M |
| SAGESPRING WEALTH PARTNERS, LLC | 243.2K | $22.6M | −$345.3K | Cut−$2.09M |
| RWA WEALTH PARTNERS, LLC | 242K | $22.4M | −$8.15K | Added$21.9M |
| Cassia Capital Partners, LLC | 239K | $22.2M | −$325.2K | Added$743.7K |
| Meridian Wealth Advisors, LLC | 236.8K | $22M | −$280.6K | Added$3.35M |
| Adaptive Financial Consulting, LLC | 235.6K | $21.8M | −$316.4K | Added$865.1K |
| CITIZENS FINANCIAL GROUP INC/RI | 235K | $21.8M | −$333.7K | Cut−$482.2K |
| Pacific Center for Financial Services | 231K | $21.4M | −$554.6K | Cut−$1.25M |
| Well Done, LLC | 228.2K | $21.2M | −$324.1K | Cut−$1.84M |
| OneDigital Investment Advisors LLC | 226.7K | $21M | −$322K | Cut−$1.06M |
| Journey Advisory Group, LLC | 218.6K | $20.3M | −$310.4K | Cut−$644.9K |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 216.1K | $20M | −$306.9K | Cut−$1.1M |
| Sanctuary Advisors, LLC | 215.8K | $20M | −$306.4K | Cut−$1.31M |
| Dynasty Wealth Management, LLC | 212.5K | $19.7M | −$301.6K | Cut−$64.4M |
| ANDERSON HOAGLAND & CO | 210.2K | $19.5M | −$257.9K | Added$2.4M |
| Rakuten Investment Management, Inc. | 205.8K | $19.5M | $0 | Added$9.75M |
| CHOREO, LLC | 206.5K | $19.1M | −$455.3K | Cut−$1.45M |
| CITIGROUP INC | 200.8K | $18.6M | −$285.1K | Cut−$3.38M |
| &PARTNERS | 203.7K | $18.6M | −$585.2K | Cut−$1.34M |
| Rockefeller Capital Management L.P. | 200.1K | $18.6M | −$283.9K | Cut−$519.8K |
| Wealth Advisors of Iowa, LLC | 197.3K | $18.3M | −$279.2K | Cut−$214.8K |
| Equitable Holdings, Inc. | 191.8K | $18.1M | −$425 | Cut−$970.3K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 191.3K | $17.7M | −$281.7K | Cut−$527K |
| Stratos Wealth Partners, LTD. | 187.1K | $17.4M | −$265.7K | Cut−$5.39M |
| Summit Wealth Partners, LLC | 182.5K | $16.9M | −$259K | Cut−$846.8K |
| Valmark Advisers, Inc. | 181.9K | $16.9M | −$258.4K | Cut−$3.35M |
| Independent Advisor Alliance | 181.4K | $16.8M | −$7.47K | Added$16.3M |
| Darrow Company, Inc. | 179.5K | $16.6M | −$248.2K | Added$190.1K |
| BARRETT & COMPANY, INC. | 178K | $16.5M | −$248.6K | Added$24K |
| Asset Advisors Investment Management, LLC | 174.4K | $16.2M | −$244.3K | Cut−$24.7K |
| Merit Financial Group, LLC | 173.4K | $16.1M | −$198.3K | Added$2.93M |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 172.1K | $16M | −$244.4K | Cut−$338.7K |
| Leonard Rickey Investment Advisors P.L.L.C. | 169.8K | $15.7M | −$241.1K | Cut−$870.4K |
| Trinity Wealth Management, LLC | 167.5K | $15.5M | −$237.8K | Cut−$286.9K |
| Armbruster Capital Management, Inc. | 166.1K | $15.4M | −$233.1K | Cut−$58.8K |
| FIFTH THIRD BANCORP | 164.7K | $15.3M | −$12.3K | Added$14.5M |
| Leelyn Smith, LLC | 164.3K | $15.2M | −$223.1K | Added$447.5K |
| Sovereign Investment Advisors, LLC | 160.6K | $14.9M | −$218.5K | Added$402.6K |
| MV CAPITAL MANAGEMENT, INC. | 157.5K | $14.6M | −$223.6K | Cut−$5.3M |
| Modern Wealth Management, LLC | 157K | $14.5M | −$232.6K | Cut−$153.3K |
| Sigma Planning Corp | 156.5K | $14.5M | −$213.7K | Added$349.6K |
| Syntegra Private Wealth Group, LLC | 155.2K | $14.4M | −$220.3K | Cut−$3.16M |
| FOUNDERS FINANCIAL SECURITIES LLC | 150.5K | $14.1M | −$45.1K | Cut−$2.99M |
| Beacon Bank & Trust | 151.2K | $14M | −$208.6K | Added$192.5K |
| Sequoia Financial Advisors, LLC | 151.1K | $14M | −$214.5K | Cut−$719K |
| Koenig Investment Advisory, LLC | 149.2K | $13.8M | −$601.6K | Cut−$501.7K |
| CLEAR WAVE WEALTH MANAGEMENT LLC | 145.6K | $13.5M | — | Held |
| Tower Research Capital LLC (TRC) | 140.6K | $13M | −$51.7K | Added$9.61M |
| IFP Advisors, Inc | 140.5K | $13M | −$199.5K | Cut−$363.5K |
| D.A. DAVIDSON & CO. | 140K | $13M | −$197.9K | Cut−$142.4K |
| KilterHowling LLC | 139.4K | $12.9M | −$194.8K | Added$10.5K |
| IRONWOOD WEALTH MANAGEMENT, INC. | 136.9K | $12.8M | −$106.4K | Cut−$61.5K |
| Carrera Capital Advisors | 138.3K | $12.8M | −$196.4K | Cut−$2.64M |
| KWMG, LLC | 137.2K | $12.7M | −$188.1K | Added$245.8K |
| BEACON ADVISORS HOLDINGS, LLC | 134.2K | $12.4M | −$187.1K | Added$35K |
| VERUS CAPITAL PARTNERS, LLC | 133.1K | $12.3M | −$183.8K | Added$154.7K |
| BlueStem Wealth Partners, LLC | 132.3K | $12.3M | — | New |
| TD Capital Management LLC | 131.5K | $12.2M | −$186.7K | Cut−$577.9K |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | 131.3K | $12.2M | −$185K | Cut−$93.5K |
| MONEY CONCEPTS CAPITAL CORP | 128.5K | $11.9M | −$175.5K | Added$275.7K |
| Fortune Financial Advisors, LLC | 127.1K | $11.8M | −$178K | Cut−$22.2K |
| CreativeOne Wealth, LLC | 127K | $11.8M | −$180.4K | Cut−$1.7M |
| WEALTH MANAGEMENT RESOURCES, INC. | 125.8K | $11.7M | −$178.6K | Cut−$175.4K |
| GOLDMAN SACHS GROUP INC | 123.6K | $11.5M | −$175.5K | Cut−$4.19M |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 122.3K | $11.3M | −$173.1K | Cut−$142.9K |
| KENNEDY INVESTMENT GROUP | 116.7K | $10.8M | −$165.7K | Cut−$214.1K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 113.7K | $10.7M | −$6.67K | Added$9.1M |
| Capital Planning LLC | 114.8K | $10.6M | −$104.5K | Cut−$255.9K |
| Gerber Kawasaki Wealth & Investment Management | 114.1K | $10.6M | −$162K | Cut−$696.7K |
| Icahn Capital | 114K | $10.6M | −$161.8K | Cut−$662K |
| Apella Capital, LLC | 109.2K | $10.4M | $76.5K | Cut−$827.8K |
| JMAC ENTERPRISES LLC | 111.2K | $10.3M | −$154.3K | Added$80.5K |
| Ancora Advisors LLC | 110.6K | $10.3M | −$157K | Cut−$358.8K |
| Legacy Advisory Services, LLC | 110.5K | $10.3M | −$157K | Cut−$1.99M |
| EVERGREEN CAPITAL MANAGEMENT LLC | 110.5K | $10.2M | −$156.8K | Cut−$216.5K |
| Garrett Wealth Advisory Group, LLC | 109.3K | $10.1M | −$155.3K | Cut−$416.6K |
| MGO ONE SEVEN LLC | 108.9K | $10.1M | −$147.5K | Added$315.2K |
| Gateway Wealth Partners, LLC | 107.3K | $9.95M | −$71.1K | Added$5.24M |
| Brickley Wealth Management | 106.6K | $9.89M | −$151.2K | Cut−$141.1K |
| Cresset Asset Management, LLC | 106.6K | $9.88M | −$151.3K | Cut−$471.6K |
| MONECO ADVISORS, LLC | 105.8K | $9.81M | −$150.2K | Cut−$509.7K |
| Bay Rivers Group | 105.6K | $9.79M | −$146.4K | Added$84.7K |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 104.2K | $9.66M | — | New |
| MARSHALL WACE, LLP | 104.2K | $9.66M | — | New |
| COURIER CAPITAL LLC | 103.9K | $9.64M | −$129.1K | Added$1.08M |
| Flagship Private Wealth, LLC | 103.6K | $9.61M | −$144.5K | Added$23.1K |
| Bellwether Advisors, LLC | 103.6K | $9.6M | −$147K | Cut−$203.6K |
| Sowell Financial Services LLC | 103.6K | $9.6M | −$147K | Cut−$357.9K |
| PRINCIPAL SECURITIES, INC. | 103.5K | $9.6M | −$125.4K | Added$1.29M |
| J.W. COLE ADVISORS, INC. | 103.4K | $9.59M | $1.46M | Added$1.53M |
| Portfolio Design Labs, LLC | 101.2K | $9.39M | −$143.7K | Cut−$1.25M |
| Snowden Capital Advisors LLC | 100.4K | $9.31M | −$141.8K | Cut−$86.8K |
| Envestnet Portfolio Solutions, Inc. | 100.4K | $9.31M | −$142.5K | Cut−$16.3M |
| Van Hulzen Asset Management, LLC | 99K | $9.18M | −$139.3K | Cut−$60.3K |
| MA Private Wealth | 98.7K | $9.15M | −$140.1K | Cut−$156.3K |
| ALPHA CAPITAL ADVISORS INC /ADV | 98.1K | $9.1M | −$151K | Cut−$140.9K |
| Quantinno Capital Management LP | 97.8K | $9.07M | −$116.9K | Added$1.31M |
| New England Private Wealth Advisors LLC | 97.4K | $9.03M | −$138.3K | Cut−$533K |
| Ascent Group, LLC | 96.4K | $8.94M | −$137K | Cut−$991.5K |
| FIRST TRUST ADVISORS LP | 93.5K | $8.67M | −$12.5K | Added$7.85M |
| Financial Enhancement Group LLC | 91.1K | $8.64M | $47.4K | Cut−$10.6M |
| Calamos Wealth Management LLC | 92.8K | $8.61M | −$131.8K | Cut−$355.9K |
| Calamos Advisors LLC | 92.8K | $8.61M | — | New |
| FRANKLIN RESOURCES INC | 92.2K | $8.55M | −$86.3K | Added$2.83M |
| KELLY FINANCIAL GROUP LLC | 92K | $8.54M | −$127.1K | Added$129.3K |
| Savant Capital, LLC | 91.7K | $8.5M | −$130.2K | Cut−$643K |
| EP Wealth Advisors, LLC | 90.6K | $8.4M | −$106.9K | Added$1.31M |
| WIN ADVISORS, INC | 87.6K | $8.13M | — | New |
| Concurrent Investment Advisors, LLC | 87.4K | $8.11M | −$124.2K | Cut−$710.4K |
| Baird Financial Group, Inc. | 87.1K | $8.08M | −$123.7K | Cut−$1.37M |
| Torrey-Payne Wealth Management, LLC | 87.1K | $8.07M | −$238.3K | Cut−$113.7K |
| BridgePort Financial Solutions, LLC | 87K | $8.07M | −$123.5K | Cut−$478.5K |
| M&T Bank Corp | 86K | $7.98M | −$122.1K | Cut−$1.11M |
| STOCK YARDS BANK & TRUST CO | 84.5K | $7.84M | −$120K | Cut−$652.5K |
| ASPIRIANT, LLC | 83.1K | $7.71M | −$118K | Cut−$127.9K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 83K | $7.7M | −$117.8K | Cut−$117.8K |
| Able Wealth Management LLC | 81.6K | $7.56M | −$106.4K | Added$514.6K |
| Gladstone Institutional Advisory LLC | 81.3K | $7.54M | −$110.7K | Added$195.5K |
| IHT Wealth Management, LLC | 81.2K | $7.53M | −$115.9K | Cut−$1.13M |
| Clearstead Advisors, LLC | 80.3K | $7.45M | −$114.1K | Cut−$431.5K |
| KINGSWOOD WEALTH ADVISORS, LLC | 79.8K | $7.4M | −$113.3K | Cut−$629K |
| BLAIR WILLIAM & CO/IL | 79.6K | $7.38M | −$113K | Cut−$279.6K |
| L. Roy Papp & Associates, LLP | 79K | $7.32M | −$112.2K | Cut−$122K |
| SHEPHERD KAPLAN KROCHUK, LLC | 77.4K | $7.18M | −$109.9K | Cut−$265.6K |
| Mascoma Wealth Management LLC | 76.6K | $7.1M | −$34.6K | Added$4.8M |
| Essex Financial Services, Inc. | 76.2K | $7.06M | −$108.2K | Cut−$117.9K |
| Shore Point Advisors, LLC | 75.9K | $7.04M | −$107.5K | Cut−$84.9K |
| IBEX WEALTH ADVISORS | 75.9K | $7.04M | −$107.7K | Cut−$795.8K |
| Quotient Wealth Partners, LLC | 75.3K | $6.99M | −$107K | Cut−$62M |
| Western Wealth Management, LLC | 75.1K | $6.97M | −$105.5K | Cut−$26.3K |
| MATHER GROUP, LLC. | 74.9K | $6.95M | −$106.4K | Cut−$138.9K |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 74.7K | $6.93M | −$106.1K | Cut−$170.7K |
| Prospera Financial Services Inc | 74.4K | $6.9M | −$105.6K | Cut−$93.2K |
| Mayflower Financial Advisors, LLC | 74.2K | $6.88M | −$105K | Cut−$80.2K |
| BIRCHBROOK, INC. | 72.3K | $6.71M | −$102.7K | Cut−$278.5K |
| Avant Capital LLC | 72K | $6.68M | −$102.3K | Cut−$334.2K |
| Summit Financial, LLC | 71.9K | $6.66M | −$93.4K | Added$470.6K |
| Parallel Advisors, LLC | 71.5K | $6.64M | −$101.6K | Cut−$408.4K |
| Per Stirling Capital Management, LLC. | 71.3K | $6.61M | −$100.9K | Cut−$74.4K |
| Csenge Advisory Group | 70.1K | $6.5M | −$98.1K | Cut−$4.52K |
| Aptus Capital Advisors, LLC | 70K | $6.5M | −$99.5K | Cut−$844.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | 69.3K | $6.43M | −$93.7K | Added$217.6K |
| GUERRA PAN ADVISORS, LLC | 69.2K | $6.42M | −$96.5K | Added$23K |
| Allred Capital Management, LLC | 68.2K | $6.32M | −$96.8K | Cut−$96.2K |
| INTRUST BANK NA | 68.1K | $6.32M | −$96.7K | Cut−$12.7M |
| Redwood Park Advisors LLC | 67.4K | $6.25M | −$95.6K | Cut−$104K |
| Wharton Business Group, LLC | 67.1K | $6.22M | −$94.2K | Cut−$49.6K |
| Sound Portfolio Advisors, LLC | 66.7K | $6.18M | −$94.7K | Cut−$195.8K |
| Investment Advisory Group, LLC | 66.2K | $6.14M | −$93.9K | Cut−$131.5K |
| Mann Financial Group, Inc. | 66K | $6.12M | −$93.7K | Cut−$693.1K |
| Choate Investment Advisors | 65.9K | $6.11M | −$85.8K | Added$423.6K |
| World Investment Advisors | 65.7K | $6.09M | −$93.3K | Cut−$354.2K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 65.7K | $6.09M | −$74.2K | Added$1.17M |
| BANK OF MONTREAL /CAN/ | 64K | $5.94M | −$90.9K | Cut−$792.9K |
| Compass Financial Group, Inc. (Ohio) | 63.7K | $5.91M | −$90.5K | Cut−$429K |
| Independence Bank of Kentucky | 63.5K | $5.89M | −$90.2K | Cut−$215.1K |
| UMB Bank, n.a. | 63.2K | $5.86M | −$58.7K | Added$1.97M |
| Atria Investments, Inc | 63.1K | $5.85M | −$88.5K | Cut−$15.7K |
| Waverly Advisors, LLC | 61.8K | $5.73M | −$87.8K | Cut−$345.3K |
| 10Elms LLP | 60.5K | $5.61M | −$47.5K | Added$2.46M |
| Allworth Financial LP | 60.4K | $5.6M | −$82.6K | Added$126.7K |
| Arkadios Wealth Advisors | 60.1K | $5.57M | −$83.5K | Added$37.2K |
| Perigon Wealth Management, LLC | 59.9K | $5.56M | −$85.1K | Cut−$431.3K |
| Curtis Advisory Group, LLC | 59.2K | $5.49M | −$54.9K | Added$1.85M |
| CFM WEALTH PARTNERS LLC | 59K | $5.47M | −$83.4K | Cut−$63.7K |
| Modus Advisors, LLC | 58.9K | $5.46M | −$83.6K | Cut−$2.03M |
| Gotham Asset Management, LLC | 58.8K | $5.46M | −$79.6K | Added$176.7K |
| Dakota Wealth Management | 58.6K | $5.43M | −$83.2K | Cut−$257K |
| Orion Porfolio Solutions, LLC | 58.5K | $5.43M | −$83.1K | Cut−$1.53M |
| WealthBridge Capital Management, LLC | 58.4K | $5.42M | −$82.4K | Cut−$42.2K |
| ALLSTATE CORP | 58.4K | $5.41M | −$82.9K | Cut−$82.9K |
| Colonial Trust Advisors | 58K | $5.37M | −$82.3K | Cut−$190.6K |
| CAMDEN NATIONAL BANK | 57.8K | $5.36M | −$80.4K | Added$29.4K |
| AlphaCore Capital LLC | 57.5K | $5.33M | −$81.6K | Cut−$177.4K |
| 1900 WEALTH MANAGEMENT LLC | 57.2K | $5.31M | −$81.2K | Cut−$81.8K |
| Corient Private Wealth LLC | 59.5K | $5.28M | −$328.4K | Cut−$1.07M |
| High Net Worth Advisory Group LLC | 56K | $5.2M | −$79.6K | Cut−$220.3K |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 54.2K | $5.03M | −$76.8K | Cut−$62.6K |
| Apollon Financial, LLC | 53.9K | $5M | −$76.6K | Cut−$190.1K |
| Qube Research & Technologies Ltd | 53.2K | $4.93M | −$75.5K | Cut−$30.8M |
| Hibernia Wealth Partners, LLC | 53.1K | $4.93M | −$75.6K | Cut−$1.04M |
| Advisory Services Network, LLC | 53K | $4.91M | −$71.3K | Added$182.5K |
| TOMPKINS FINANCIAL CORP | 52.5K | $4.87M | −$74.4K | Cut−$67.6K |
| GTS SECURITIES LLC | 51.3K | $4.76M | −$72.8K | Cut−$364.7K |
| Vise Technologies, Inc. | 50.2K | $4.72M | $0 | Held |
| Caliber Wealth Management, LLC / KS | 50.8K | $4.71M | −$72.2K | Cut−$200.2K |
Who left
- NewEdge Advisors, LLC$44.8M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$27.3M
- Atom Investors LP$11.2M
- Diversify Advisory Services, LLC$8.86M
- JANE STREET GROUP, LLC$4.72M
- Alternative Investment Advisors, LLC.$4.3M
- PECAUT & CO.$3.97M
- Castellan Group$3.89M
- AXXCESS WEALTH MANAGEMENT, LLC$3.01M
- Macco Financial Group, Inc.$2.32M
- Concentric Capital Strategies, LP$2.03M
- CAPITAL INSIGHT PARTNERS, LLC$1.94M
- Ascent Wealth Partners, LLC$1.85M
- Y-Intercept (Hong Kong) Ltd$1.51M
- MACQUARIE GROUP LTD$1.43M
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.