Stock
Reported value
$11.2B
Holders
758
+81 new · −73 exited
Holders’ est. mark
$85.7M
Price effect on 235 books still in the name
Largest holder
$4.37B
BlackRock, Inc.
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $54.5M
- State Street0.0% · $67.5M
- Icahn Capital0.0% · $826.9K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BlackRock, Inc. | 42.3M | $4.37B | $31.3M | Added$1.29B |
| LPL Financial LLC | 3.12M | $323.1M | $2.92M | Added$36.1M |
| Modera Wealth Management, LLC | 2.44M | $252.7M | $2.37M | Added$19.3M |
| RITHOLTZ WEALTH MANAGEMENT | 2.41M | $249.2M | $2.35M | Added$18.3M |
| MORGAN STANLEY | 1.79M | $184.7M | $1.66M | Added$21.7M |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 1.56M | $161.4M | $759.2K | Added$86.6M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1.45M | $150.3M | $230.9K | Added$127.6M |
| BANK OF AMERICA CORP /DE/ | 1.33M | $137.9M | $1.39M | Cut−$207.1M |
| Wealthcare Advisory Partners LLC | 1.21M | $125.1M | $1.19M | Added$7.49M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.16M | $120.3M | $1.16M | Added$5.73M |
| ENVESTNET ASSET MANAGEMENT INC | 1.13M | $116.4M | $892.6K | Added$28.5M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 983.8K | $101.8M | $1.02M | Cut−$30.3M |
| AMERIPRISE FINANCIAL INC | 973.3K | $100.7M | $876.6K | Added$15.1M |
| SCS Capital Management LLC | 968K | $100.1M | $564.8K | Added$44.5M |
| Farther Finance Advisors, LLC | 946.2K | $97.6M | $539.2K | Added$22M |
| JPMORGAN CHASE & CO | 942.7K | $97.5M | $933.3K | Cut−$41.1M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 935.4K | $96.8M | $950.9K | Added$3.13M |
| Kestra Investment Management, LLC | 923.6K | $95.5M | $215K | Added$74.4M |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 917.5K | $94.9M | $894.5K | Added$6.84M |
| Tortoise Investment Management, LLC | 840.2K | $86.9M | $589.2K | Added$28.9M |
| Destination Wealth Management | 825.7K | $85.4M | $829.9K | Added$3.69M |
| MASECO LLP | 774.9K | $80.1M | $751.9K | Added$5.03M |
| RAYMOND JAMES FINANCIAL INC | 772.6K | $79.9M | $767.5K | Added$4.32M |
| M. Kulyk & Associates, LLC | 726.7K | $75.2M | $550.8K | Added$20.9M |
| Haverford Trust Co | 708.2K | $73.3M | $693.2K | Added$5.01M |
| State Street | 652.6K | $67.5M | $678.7K | Added$185.4K |
| Dynasty Wealth Management, LLC | 650.1K | $67.2M | $676.1K | Cut−$44.8M |
| Beacon Pointe Advisors, LLC | 640.2K | $66.2M | $579K | Added$9.22M |
| KEATING INVESTMENT COUNSELORS INC | 637.4K | $65.9M | $593.6K | Added$7.48M |
| Quotient Wealth Partners, LLC | 634K | $65.6M | $659.4K | Cut−$43.3M |
| Cerity Partners LLC | 629.4K | $64.9M | $651.5K | Added$234.7K |
| Abacus Planning Group, Inc. | 602.3K | $62.3M | $567.5K | Added$6.43M |
| WELLS FARGO & COMPANY/MN | 565.7K | $58.5M | $584.6K | Added$966.6K |
| MARTIN & CO INC /TN/ | 537.5K | $55.6M | $559K | Added$559K |
| 3EDGE Asset Management, LP | 528.6K | $54.7M | $540.3K | Cut−$59.6M |
| Fidelity | 527.4K | $54.5M | $548.5K | Cut−$215.2M |
| Amplius Wealth Advisors, LLC | 510.3K | $52.8M | $502K | Added$3.36M |
| Empowered Funds, LLC | 508K | $52.4M | $349.7K | Cut−$534.8K |
| AlTi Global, Inc. | 505.3K | $52.3M | $525.9K | Cut−$753.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 481.4K | $49.8M | $344.7K | Added$15.9M |
| GOULD ASSET MANAGEMENT LLC /CA/ | 469.7K | $48.6M | $423.6K | Added$6.88M |
| Cetera Investment Advisers | 453.6K | $46.9M | $464.1K | Added$1.22M |
| MERCER GLOBAL ADVISORS INC /ADV | 429.4K | $44.4M | $76K | Added$36.9M |
| LVW Advisors, LLC | 418.6K | $43.3M | $424.8K | Added$1.48M |
| SIGMA INVESTMENT COUNSELORS INC | 407.3K | $42.1M | $416.5K | Added$1.13M |
| ALTFEST L J & CO INC | 391.6K | $40.5M | $396.9K | Added$1.43M |
| Modern Wealth Management, LLC | 351.7K | $36.3M | $256.7K | Cut−$8.45M |
| CENTRAL TRUST Co | 348.2K | $36M | $362.1K | Cut−$1.11M |
| SUMMITRY LLC | 335.1K | $34.7M | $348.5K | Cut−$949.4K |
| GOLDMAN SACHS GROUP INC | 317.3K | $32.8M | $184.7K | Added$14.6M |
| AMJ Financial Wealth Management | 315K | $32.6M | — | New |
| Kelman-Lazarov, Inc. | 311.5K | $32.2M | $315.1K | Added$1.19M |
| Austin Asset Management Co Inc | 310.6K | $32.1M | $301.7K | Added$2.42M |
| World Investment Advisors | 308.6K | $31.9M | $320.9K | Cut−$3.43M |
| EVOKE WEALTH, LLC | 306.5K | $31.7M | $265.9K | Added$5.52M |
| Prime Capital Investment Advisors, LLC | 302.6K | $31.3M | $301.1K | Added$1.66M |
| Creative Planning | 274.8K | $28.4M | $285.9K | Cut−$1.49M |
| UBS Group AG | 272.4K | $28.2M | $270.4K | Added$1.55M |
| HighTower Advisors, LLC | 258.9K | $26.8M | $265.6K | Added$649.1K |
| OSAIC HOLDINGS, INC. | 256.6K | $26.5M | $226.6K | Added$4.04M |
| Seneca Financial Advisors LLC | 248.7K | $25.7M | $243.7K | Added$1.72M |
| ProVise Management Group, LLC | 237.3K | $24.5M | $235.4K | Added$1.37M |
| ROCKLAND TRUST CO | 236.1K | $24.4M | $240.9K | Added$704.1K |
| MAI Capital Management | 235.5K | $24.4M | $239.5K | Added$785.1K |
| ROYAL BANK OF CANADA | 231.7K | $24M | $207.4K | Added$3.51M |
| NorthRock Partners, LLC | 227.9K | $23.6M | $228.4K | Added$1.08M |
| SYON CAPITAL LLC | 226K | $23.4M | — | New |
| Walker Financial Services, Inc. | 215K | $22.2M | $195.4K | Added$3M |
| Integrated Wealth Concepts LLC | 212.2K | $21.9M | $171.4K | Added$5.08M |
| Stordahl Capital Management, Inc. | 212K | $21.9M | $215.4K | Added$720.1K |
| Pure Financial Advisors, LLC | 211K | $21.8M | $219.4K | Cut−$17.8K |
| AE Wealth Management LLC | 204K | $21.1M | $7.01K | Added$20.4M |
| Deane Retirement Strategies, Inc. | 198.1K | $20.5M | −$97.5K | Added$20.4M |
| ARKANSAS FINANCIAL GROUP, INC. | 194.5K | $20.1M | $173.8K | Added$1.37M |
| DDFG, Inc | 192K | $19.9M | $193.8K | Added$779.3K |
| Portland Global Advisors LLC | 190.5K | $19.7M | $194.4K | Added$558.8K |
| Parcion Private Wealth LLC | 190.1K | $19.7M | $194.3K | Added$534.2K |
| Financial Gravity Asset Management, Inc. | 186.2K | $19.3M | $187.7K | Added$787.9K |
| Ancora Advisors LLC | 181.6K | $18.8M | $188.1K | Added$264.1K |
| EXENCIAL WEALTH ADVISORS, LLC | 181.3K | $18.7M | $184.9K | Added$542.1K |
| Elm Partners Management LLC | 179.3K | $18.5M | $177.5K | Cut−$25.4M |
| KWMG, LLC | 174K | $18M | $174.4K | Added$826.8K |
| JEPPSON WEALTH MANAGEMENT, LLC | 171.5K | $17.7M | $177.6K | Added$246.2K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 170.3K | $17.6M | $177.1K | Cut−$187.3K |
| Kovitz Investment Group Partners, LLC | 168.4K | $17.4M | $82.7K | Added$9.28M |
| Prime Buchholz LLC | 162.1K | $16.8M | $106K | Added$6.33M |
| Bank of New York Mellon Corp | 158.6K | $16.4M | $138.5K | Added$2.78M |
| Northland Capital Management LLC | 158.1K | $16.4M | $102.6K | Added$6.25M |
| PNC Financial Services Group, Inc. | 157.6K | $16.3M | $163.9K | Cut−$815.3K |
| BIP Wealth, LLC | 154.6K | $16M | $152.5K | Added$974.8K |
| Valmark Advisers, Inc. | 153.9K | $15.9M | $159.7K | Added$188.5K |
| AJ Advisors, LLC | 147.5K | $15.3M | $147.6K | Added$716.9K |
| MML INVESTORS SERVICES, LLC | 146.1K | $15.1M | $139.5K | Added$1.38M |
| American Money Management, LLC | 143.5K | $14.8M | $143.8K | Added$685.8K |
| JSF Financial, LLC | 143K | $14.8M | $148.7K | Cut−$7.43M |
| Ethos Financial Group, LLC | 141.7K | $14.7M | $141.1K | Added$760.5K |
| Amundi | 138K | $14.3M | $143.5K | Added$143.5K |
| CONTINUUM WEALTH ADVISORS, LLC | 137.9K | $14.3M | $5.04K | Added$13.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 180.4K | $14.1M | −$4.36M | Cut−$9.02M |
| Galvin, Gaustad & Stein, LLC | 135.1K | $14M | $140.5K | Cut−$101.6K |
| Orion Porfolio Solutions, LLC | 134.6K | $13.9M | $126.2K | Added$1.49M |
| Collaborative Wealth Managment Inc. | 132.5K | $13.7M | $34.1K | Added$10.3M |
| Ethos Capital Management, Inc. | 130.7K | $13.5M | $113K | Added$2.39M |
| Park Edge Advisors, LLC | 130.7K | $13.5M | $130.9K | Added$625.9K |
| NBT BANK N A /NY | 130.5K | $13.5M | $138.7K | Added$521.4K |
| MCMORGAN & CO LLC | 128.6K | $13.3M | $130.5K | Added$455.8K |
| Corient Private Wealth LLC | 126.6K | $13M | $27.3K | Cut−$301.3K |
| Portfolio Design Labs, LLC | 121.3K | $12.5M | $98.5K | Added$2.86M |
| Discipline Wealth Solutions, LLC | 120.1K | $12.4M | $99.6K | Added$2.62M |
| Insight Wealth Strategies, LLC | 118.5K | $12.3M | — | New |
| GUGGENHEIM CAPITAL LLC | 117.4K | $12.1M | $122.1K | Cut−$950.5K |
| Prasad Wealth Partners, LLC | 117.3K | $12.1M | $120K | Added$314.1K |
| STIFEL FINANCIAL CORP | 115.3K | $11.9M | $119.6K | Cut−$1.92M |
| Holcombe Financial, Inc. | 115.2K | $11.9M | $113.2K | Added$766.9K |
| CONSILIO WEALTH ADVISORS, LLC | 111.8K | $11.6M | — | New |
| Waverly Advisors, LLC | 111.8K | $11.6M | $7.28K | Added$10.8M |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 110.7K | $11.5M | $103K | Added$1.31M |
| Talon Private Wealth, LLC | 110.5K | $11.4M | — | Held |
| First National Trust Co | 107.6K | $11.1M | $111.9K | Cut−$4.01M |
| COMMONWEALTH EQUITY SERVICES, LLC | 107K | $11.1M | $111.3K | Cut−$470.4K |
| Alesco Advisors LLC | 105.6K | $10.9M | $108.4K | Added$255.2K |
| COURIER CAPITAL LLC | 102.7K | $10.6M | $106.8K | Added$100.2K |
| MGO ONE SEVEN LLC | 102.6K | $10.6M | $102.8K | Added$493.3K |
| Financial Plan, Inc. | 102.3K | $10.6M | $101.6K | Added$577.7K |
| Ascent Group, LLC | 100.3K | $10.4M | $82.8K | Added$2.22M |
| Greenline Partners, LLC | 99K | $10.2M | $103K | Added$43.5K |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 98.3K | $10.2M | $97.6K | Added$561.7K |
| Columbus Macro, LLC | 96.2K | $9.95M | $96K | Added$498.2K |
| Summit Trail Advisors, LLC | 95.6K | $9.89M | $95.7K | Added$458.8K |
| Rockefeller Capital Management L.P. | 95.3K | $9.86M | $99.2K | Cut−$146.6K |
| Brookstone Capital Management | 92.7K | $9.59M | $96.3K | Added$109.5K |
| FIRST HORIZON CORP | 91.1K | $9.42M | $94.5K | Added$117.8K |
| PENOBSCOT WEALTH MANAGEMENT | 90.7K | $9.38M | $88.1K | Added$704.5K |
| Trivant Custom Portfolio Group, LLC | 89.9K | $9.3M | — | New |
| Lutz Financial Services LLC | 89.4K | $9.25M | $86.7K | Added$709.3K |
| BANK OF MONTREAL /CAN/ | 89.2K | $9.23M | $31.2K | Added$6.15M |
| JONES FINANCIAL COMPANIES LLLP | 88.6K | $9.14M | $42.1K | Added$3.24M |
| Clear Creek Financial Management, LLC | 86.4K | $8.94M | $89.9K | Cut−$286.3K |
| ELEVATE WEALTH ADVISORY, INC | 83.5K | $8.64M | $81.6K | Added$606.8K |
| Financial Planning Navigators CORP | 83.4K | $8.62M | $84.9K | Added$265.7K |
| Canal Capital Management, LLC | 83K | $8.58M | — | New |
| BLAIR WILLIAM & CO/IL | 81.9K | $8.47M | $85.2K | Added$45.3K |
| Sugar Maple Asset Management, LLC | 79.6K | $8.23M | $76.5K | Added$702.3K |
| First Trust Bank, Ltd. | 78.4K | $8.1M | — | New |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 78K | $8.07M | $79.5K | Added$241K |
| STERLING INVESTMENT ADVISORS LLC /ADV | 77.9K | $8.06M | $80.5K | Added$137.9K |
| Savant Capital, LLC | 77.4K | $8M | $31.6K | Added$4.89M |
| Equita Financial Network, Inc. | 77.4K | $8M | $80.2K | Added$61.9K |
| MJT & Associates Financial Advisory Group, Inc. | 76.8K | $7.95M | $73K | Added$757K |
| Kestra Advisory Services, LLC | 76.6K | $7.92M | $45.2K | Added$3.46M |
| Western Reserve Capital Management, LLC | 75.7K | $7.83M | $75.7K | Added$375.2K |
| Integris Wealth Management, LLC | 72.8K | $7.53M | $74.7K | Added$179K |
| Focus Partners Wealth | 71.9K | $7.47M | $72.3K | Added$2.57M |
| Private Advisory Group LLC | 70.3K | $7.27M | — | New |
| STEPHENS INC /AR/ | 68.3K | $7.06M | $18.9K | Added$5.2M |
| Perigon Wealth Management, LLC | 68.3K | $7.06M | $71K | Added$18.2K |
| Quadcap Wealth Management, LLC | 68.2K | $7.05M | $94K | Cut−$156.5K |
| Lake Hills Wealth Management, LLC | 68K | $7.03M | $70.7K | Cut−$2.65M |
| Straight Path Wealth Management | 66.8K | $6.91M | $62.6K | Added$743.8K |
| Family Legacy Financial Solutions, LLC | 66.6K | $6.87M | $5.55M | Added$6.87M |
| McIlrath & Eck, LLC | 65.9K | $6.82M | $68.7K | Cut−$276.3K |
| Alhambra Investment Management LLC | 64.5K | $6.68M | $63.9K | Added$389.1K |
| HOME FEDERAL BANK OF TENNESSEE | 62.9K | $6.51M | $48.8K | Added$1.71M |
| Bleakley Financial Group, LLC | 62.7K | $6.48M | $65.2K | Cut−$83.5K |
| IFP Advisors, Inc | 61.8K | $6.39M | $50.9K | Added$1.38M |
| Concurrent Investment Advisors, LLC | 61.7K | $6.38M | $2.89K | Added$6.09M |
| Kure Advisory, LLC | 61.4K | $6.35M | $61.4K | Added$301.9K |
| City State Bank | 61.1K | $6.32M | $61.7K | Added$248.8K |
| B. Riley Wealth Advisors, Inc. | 59.2K | $6.12M | $58.6K | Cut−$28.9K |
| Fischer Financial Services, Inc. | 59.1K | $6.11M | $60.5K | Added$160.8K |
| Estate Counselors, LLC | 58.5K | $6.05M | — | New |
| Friedenthal Financial | 57.3K | $5.93M | $57.1K | Added$309.7K |
| Cornerstone Financial Group, LLC /NE/ | 56K | $5.8M | $68.9K | Added$246.8K |
| Sanctuary Advisors, LLC | 56K | $5.79M | $54.3K | Added$448K |
| Advisory Services Network, LLC | 56K | $5.79M | $56.1K | Added$271.4K |
| Fifth Third Securities, Inc. | 55.8K | $5.77M | $56.6K | Added$202.2K |
| Arkadios Wealth Advisors | 55.4K | $5.73M | — | New |
| Summit Financial, LLC | 55.4K | $5.73M | $7.69K | Added$4.98M |
| Equitable Holdings, Inc. | 55.7K | $5.71M | $1.04K | Added$1.04M |
| Hillcrest Wealth Advisors - NY, LLC | 55.1K | $5.7M | $55.9K | Added$195.5K |
| Wealthcare Capital Partners, LLC | 54.6K | $5.65M | $52.6K | Added$474K |
| Perfromance Wealth Partners, LLC | 53.9K | $5.58M | $56K | Added$8.93K |
| Wealthspire Retirement, LLC | 52.2K | $5.4M | $53.4K | Added$143.5K |
| New Capital Management LP | 51.5K | $5.32M | $53.5K | Cut−$1.07M |
| Private Advisor Group, LLC | 51.4K | $5.31M | $50.5K | Added$338.1K |
| Altiora Financial Group, LLC | 51K | $5.27M | $53K | Added$53K |
| SEMITAM BONAM LLC | 49.9K | $5.16M | $47.3K | Added$497.8K |
| Slow Capital, Inc. | 49.5K | $5.12M | $48.3K | Added$362.4K |
| D L CARLSON INVESTMENT GROUP INC | 49.3K | $5.1M | — | New |
| TRUIST FINANCIAL CORP | 49K | $5.07M | $51K | Cut−$1.71M |
| Ashton Thomas Private Wealth, LLC | 48.9K | $5.06M | $50.9K | Cut−$80.3K |
| CIBC WORLD MARKET INC. | 48.8K | $5.05M | $50.8K | Cut−$776.4K |
| Vigilare Wealth Management | 48.6K | $5.02M | $18.6K | Added$3.2M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 48.1K | $4.98M | $50.1K | Cut−$773.2K |
| Stone Summit Wealth LLC | 47K | $4.86M | $47.7K | Added$162K |
| SIGNET FINANCIAL MANAGEMENT, LLC | 45.9K | $4.75M | $47.8K | Cut−$127.5K |
| Royal Harbor Partners, LLC | 45.7K | $4.73M | $44.8K | Added$313.8K |
| Fund Evaluation Group, LLC | 44.7K | $4.62M | $20.3K | Added$2.62M |
| Mirae Asset Global Investments Co., Ltd. | 44.5K | $4.6M | $46.3K | Cut−$3.79M |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 44.2K | $4.57M | $15.5K | Added$3.05M |
| Arcataur Capital Management LLC | 43.7K | $4.52M | $45.5K | Added$34.7K |
| NorthCrest Asset Manangement, LLC | 43.7K | $4.51M | $35.4K | Cut−$1.05M |
| Pinnacle Financial Partners, Inc. | 43.5K | $4.5M | $45.2K | Cut−$1.63M |
| Physician Wealth Advisors, Inc. | 42.8K | $4.43M | $44.5K | Cut−$18.9K |
| ASSETMARK, INC | 42.6K | $4.4M | $44.3K | Cut−$41.9M |
| PRUDENTIAL PLC | 41.2K | $4.26M | — | New |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 41K | $4.24M | $37.1K | Added$585.3K |
| Greenspring Advisors, LLC | 40.6K | $4.2M | $40.8K | Added$176.7K |
| Eagle Wealth Advisors LLC | 40.2K | $4.15M | $27K | Added$1.5M |
| Dogwood Wealth Management LLC | 39.8K | $4.12M | $39.8K | Added$205.2K |
| Tower Research Capital LLC (TRC) | 39.8K | $4.12M | $41.4K | Cut−$7.88M |
| Copia Wealth Management | 39.7K | $4.11M | $38K | Added$370.6K |
| JAMES INVESTMENT RESEARCH, INC. | 39.5K | $4.09M | $28K | Added$1.33M |
| Baird Financial Group, Inc. | 39K | $4.04M | $40.6K | Cut−$1.8M |
| MACKENZIE FINANCIAL CORP | 37.8K | $3.91M | $45K | Cut−$26.5K |
| Hershey Financial Advisers, LLC | 37.7K | $3.9M | — | New |
| WEALTHSPAN PARTNERS, LLC | 36.6K | $3.79M | $30.9K | Added$739.9K |
| American Wealth Advisors, LLC | 36.4K | $3.76M | $47.5K | Cut−$113.1K |
| Echo45 Advisors LLC | 36.3K | $3.75M | $36.6K | Added$151.3K |
| Trilogy Capital Inc. | 36.3K | $3.75M | $37.8K | Cut−$49.7K |
| Hudson Portfolio Management LLC | 35K | $3.62M | $35.7K | Added$108.1K |
| Ares Financial Consulting, LLC | 35.1K | $3.62M | $25.7K | Cut−$364.6K |
| SOFI WEALTH, LLC | 33.6K | $3.47M | $32.1K | Added$312.6K |
| VICTORY CAPITAL MANAGEMENT INC | 33.6K | $3.47M | $34.9K | Cut−$25.2M |
| Madden Advisory Services, Inc. | 33.5K | $3.47M | $34.5K | Added$65.6K |
| Trademark Financial Management, LLC | 33.4K | $3.46M | $30.3K | Added$475.7K |
| Koss-Olinger Consulting, LLC | 33.4K | $3.45M | $30.2K | Added$475K |
| Brooklyn FI, LLC | 33.1K | $3.42M | $34.4K | Cut−$127.3K |
| Passive Capital Management, LLC. | 32.5K | $3.36M | $33.8K | Cut−$107.3K |
| Liberty Atlantic Advisors LLC | 31.9K | $3.3M | $19.6K | Added$1.36M |
| Maltin Wealth Management, Inc. | 31.7K | $3.28M | $31.7K | Added$163.4K |
| CreativeOne Wealth, LLC | 30.8K | $3.19M | $32K | Cut−$786.3K |
| Van Hulzen Asset Management, LLC | 30.3K | $3.14M | $27.7K | Added$410.1K |
| Bell Investment Advisors, Inc | 30.1K | $3.11M | $31.3K | Cut−$268.6K |
| CFS Investment Advisory Services, LLC | 29.9K | $3.1M | $39.5K | Cut−$750.3K |
| Chicago Partners Investment Group LLC | 29.7K | $3.08M | $35K | Added$47.6K |
| Sigma Planning Corp | 29.8K | $3.08M | $30.9K | Cut−$99.4K |
| Strategic Blueprint, LLC | 29.6K | $3.06M | $30.7K | Added$10.7K |
| DMC Group, LLC | 29.5K | $3.05M | $26.2K | Added$467.5K |
| Chesley Taft & Associates LLC | 29.4K | $3.04M | $27.6K | Added$322.6K |
| Prospera Financial Services Inc | 29.1K | $3.01M | $9.16K | Added$2.1M |
| Mutual Advisors, LLC | 28.8K | $2.98M | $30K | Added$22.3K |
| Elevated Financial Group LLC | 28.7K | $2.97M | $26.9K | Added$319.7K |
| VAN STRUM & TOWNE INC. | 28.7K | $2.96M | $27.2K | Added$283.2K |
| Breakwater Capital Group | 28.6K | $2.96M | $29.7K | Added$42.1K |
| Brookwood Investment Group LLC | 28K | $2.9M | $3.17K | Added$2.58M |
| Heck Capital Advisors, LLC | 27.8K | $2.88M | $26.1K | Added$299.3K |
| Synergy Asset Management, LLC | 27.7K | $2.87M | — | New |
| Beckerman Institutional, LLC | 27.7K | $2.86M | $28.3K | Added$77.6K |
| Soltis Investment Advisors LLC | 27.5K | $2.85M | $28.7K | Added$29.1K |
Who left
- JANE STREET GROUP, LLC$30.9M
- NewEdge Advisors, LLC$18.2M
- Citadel$18.2M
- IFG Advisory, LLC$12.1M
- Callan Family Office, LLC$9.05M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$7.78M
- Renaissance Technologies$7.63M
- Blueprint Investment Partners LLC$6.54M
- Henderson Brothers Financial Partners, LLC$5.9M
- Jump Financial, LLC$4.07M
- Blueprint Financial Advisors LLC$3.45M
- AXXCESS WEALTH MANAGEMENT, LLC$3.36M
- FFG RETIREMENT ADVISORS LLC$2.7M
- Spartan Planning & Wealth Management$1.78M
- Legacy Wealth Partners, LLC$1.59M
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.