Stock
Reported value
$1.25B
Holders
220
+33 new · −9 exited
Holders’ est. mark
−$7.49M
Price effect on 185 books still in the name
Largest holder
$160.3M
Aptus Capital Advisors, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $787.4K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 6.34M | $160.3M | −$1.62M | Added$1.26M |
| Capital Investment Advisors, LLC | 3.33M | $84.2M | −$824.6K | Added$3.18M |
| MORGAN STANLEY | 2.91M | $73.5M | −$676.9K | Added$7.05M |
| WELLS FARGO & COMPANY/MN | 2.82M | $71.1M | −$732K | Cut−$6.24M |
| CAPITAL ADVISORS INC/OK | 2.79M | $70.5M | −$689.9K | Added$2.78M |
| BANK OF AMERICA CORP /DE/ | 2.44M | $61.7M | −$603.5K | Added$2.46M |
| Summit Financial, LLC | 1.58M | $40M | −$395.6K | Added$1.19M |
| SIGMA INVESTMENT COUNSELORS INC | 1.51M | $38.2M | −$376.1K | Added$1.27M |
| UBS Group AG | 1.17M | $29.6M | −$250.8K | Added$4.96M |
| Klingman & Associates, LLC | 1.08M | $27.3M | −$230.6K | Added$4.69M |
| Seven Springs Wealth Group, LLC | 1.06M | $26.8M | −$267.8K | Added$531.7K |
| ROYAL BANK OF CANADA | 1.02M | $25.7M | −$257K | Added$423K |
| AMERIPRISE FINANCIAL INC | 1.01M | $25.5M | −$134.8K | Cut−$19.8M |
| Sound View Wealth Advisors Group, LLC | 905.7K | $22.9M | −$222.6K | Added$1.03M |
| US BANCORP \DE\ | 868.5K | $21.9M | −$199.2K | Added$2.39M |
| HighTower Advisors, LLC | 854K | $21.6M | −$216.7K | Added$304.8K |
| Advisors Capital Management, LLC | 840.2K | $21.2M | −$82.4K | Added$13.1M |
| MV CAPITAL MANAGEMENT, INC. | 773.3K | $19.5M | −$201.1K | Cut−$1.68M |
| COWA, LLC | 729K | $18.4M | $262.6K | Added$4.26M |
| RAYMOND JAMES FINANCIAL INC | 725.3K | $18.3M | −$156.4K | Added$2.96M |
| Arrow Financial Corp | 614.5K | $15.5M | −$155.8K | Added$232.5K |
| PFG Private Wealth Management, LLC | 549.8K | $13.9M | −$129.1K | Added$1.22M |
| MB, LEVIS & ASSOCIATES, LLC | 521.2K | $13.2M | −$133.4K | Added$74.7K |
| Rockefeller Capital Management L.P. | 519.7K | $13.1M | −$133.4K | Added$32.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 510.1K | $12.9M | −$132.6K | Cut−$1.66M |
| LPL Financial LLC | 509.9K | $12.9M | −$95.7K | Added$3.49M |
| Parkway Wealth Management Group, LLC | 397.9K | $10.1M | −$65.4K | Added$815.8K |
| Ironwood Financial, llc | 379.7K | $9.6M | −$89K | Added$511.9K |
| Cornerstone Planning, LLC | 370.1K | $9.37M | — | New |
| Atlantic Union Bankshares Corp | 348.2K | $8.8M | −$82.1K | Added$732.6K |
| Guidance Point Advisors, LLC | 315.7K | $7.98M | −$79K | Added$216.6K |
| Probity Advisors, Inc. | 304.1K | $7.68M | −$37.4K | Added$4.02M |
| Snowden Capital Advisors LLC | 293.4K | $7.41M | −$74.5K | Added$96.9K |
| LYELL WEALTH MANAGEMENT, LP | 264.5K | $6.68M | −$67.6K | Added$44.8K |
| MCF Advisors LLC | 255K | $6.44M | −$27.7K | Added$3.72M |
| Parallel Advisors, LLC | 244.2K | $6.17M | −$62.9K | Cut−$1.48K |
| Lido Advisors, LLC | 241.1K | $6.09M | −$48.3K | Added$1.59M |
| HANCOCK WHITNEY CORP | 239.7K | $6.06M | −$57.6K | Added$405K |
| Krilogy Financial LLC | 220.9K | $5.6M | −$42.6K | Added$21.3K |
| Marathon Mission, Inc. | 216.7K | $5.48M | −$53.4K | Added$227.9K |
| 4Thought Financial Group Inc. | 205.1K | $5.18M | −$53.3K | Cut−$74.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 186.4K | $4.71M | — | New |
| Howland Capital Management LLC | 186K | $4.7M | −$22.9K | Added$2.45M |
| ENVESTNET ASSET MANAGEMENT INC | 182.4K | $4.61M | −$26.1K | Added$2.04M |
| KINTRA WEALTH, LLC | 178.4K | $4.51M | −$19.9K | Added$2.55M |
| BENJAMIN EDWARDS INC | 177.8K | $4.49M | −$45.7K | Added$12.4K |
| OneDigital Investment Advisors LLC | 171K | $4.32M | −$43.1K | Added$90.8K |
| Signature Wealth Management Group | 170K | $4.3M | −$43.1K | Added$64.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 168.7K | $4.26M | −$20.3K | Added$2.27M |
| RWA WEALTH PARTNERS, LLC | 163.5K | $4.13M | −$42.5K | Cut−$137.9K |
| Praetorian Wealth Management, Inc. | 159K | $4.03M | −$17.3K | Added$1.82M |
| CWM, LLC | 152.9K | $3.86M | $3.45M | Added$3.86M |
| NEUBERGER BERMAN GROUP LLC | 141.3K | $3.57M | −$36.7K | Cut−$68.7K |
| Glenview Trust Co | 141.1K | $3.56M | −$24.2K | Added$1.18M |
| Evergreen Private Wealth LLC | 137.9K | $3.48M | −$35.4K | Added$7.87K |
| PRECEDENT WEALTH PARTNERS, LLC | 137.6K | $3.48M | −$34.9K | Added$52.1K |
| ADIRONDACK TRUST CO | 130.1K | $3.29M | −$19.8K | Added$1.27M |
| Paradigm, Strategies in Wealth Management, LLC | 120.6K | $3.05M | −$31.4K | Cut−$225.8K |
| Kestra Advisory Services, LLC | 119.8K | $3.03M | −$18.5K | Added$1.21M |
| Seneca House Advisors | 119K | $3.01M | −$30.9K | Cut−$4.46M |
| MERCER GLOBAL ADVISORS INC /ADV | 118.3K | $2.99M | −$24.6K | Added$578.6K |
| Arcataur Capital Management LLC | 104.1K | $2.63M | −$19.1K | Added$760.3K |
| Houlihan Financial Resource Group, Ltd. | 104K | $2.63M | −$19.6K | Added$939.4K |
| GOLDMAN SACHS GROUP INC | 95.7K | $2.42M | — | New |
| Stonebrook Private Inc. | 95K | $2.4M | −$23.7K | Added$74K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 91K | $2.3M | −$20.7K | Added$848.7K |
| Segment Wealth Management, LLC | 87.2K | $2.2M | −$17.1K | Added$523.3K |
| Rossmore Private Capital | 87K | $2.2M | −$20.9K | Added$147.8K |
| Archford Capital Strategies, LLC | 85.1K | $2.15M | −$22.1K | Cut−$60.2K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 84.8K | $2.14M | −$22.1K | Cut−$140.7K |
| IFP Advisors, Inc | 82.8K | $2.09M | −$19.8K | Added$147.6K |
| CENTRAL TRUST Co | 81.6K | $2.06M | −$10.2K | Added$1.06M |
| First National Trust Co | 78.9K | $1.99M | −$11.2K | Added$894.2K |
| FULTON BREAKEFIELD BROENNIMAN LLC | 78.5K | $1.98M | −$18.1K | Added$205.2K |
| Mariner, LLC | 78.4K | $1.98M | −$20K | Added$15.5K |
| WRAPMANAGER INC | 76.3K | $1.93M | −$19.4K | Added$20.3K |
| Centric Wealth Management | 76.6K | $1.93M | −$25.3K | Added$82K |
| Winthrop Partners - WNY, LLC | 75K | $1.9M | −$12.9K | Added$627.9K |
| Cetera Investment Advisers | 73.4K | $1.85M | −$19.1K | Cut−$584.3K |
| OSAIC HOLDINGS, INC. | 71.4K | $1.8M | −$17.8K | Added$63.2K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 71K | $1.79M | −$19.8K | Added$116.5K |
| Associated Banc-Corp | 69.5K | $1.76M | −$15.8K | Added$202.9K |
| Wilkins Miller Wealth Management, LLC | 67.1K | $1.69M | −$16.7K | Added$56.3K |
| MEITAV INVESTMENT HOUSE LTD | 64.9K | $1.64M | −$17.1K | Cut−$55.4K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 63.1K | $1.6M | −$10.8K | Added$536.5K |
| LBMC INVESTMENT ADVISORS, LLC | 59.8K | $1.51M | −$12.8K | Added$256.7K |
| OPPENHEIMER & CO INC | 57.4K | $1.45M | −$14.9K | Cut−$47.6K |
| Chesley Taft & Associates LLC | 55K | $1.39M | −$13.5K | Added$62.3K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 54.6K | $1.38M | −$14.2K | Cut−$14.2K |
| BEACON FINANCIAL GROUP | 53.4K | $1.35M | −$13.1K | Added$64.1K |
| NovaPoint Capital, LLC | 52.3K | $1.32M | −$13.3K | Added$9.96K |
| McGlone Suttner Wealth Management, Inc. | 49.4K | $1.25M | −$12.1K | Added$63.2K |
| J.W. COLE ADVISORS, INC. | 49.4K | $1.25M | −$11.9K | Added$81.8K |
| Venture Visionary Partners LLC | 47.4K | $1.2M | −$12.3K | Cut−$7.34K |
| 10Elms LLP | 43K | $1.1M | $510 | Added$713.1K |
| Montecito Bank & Trust | 43.2K | $1.09M | −$8.68K | Added$238.9K |
| First Interstate Bank | 42.2K | $1.07M | −$11K | Cut−$898.2K |
| Sanctuary Advisors, LLC | 41.7K | $1.05M | −$10.8K | Cut−$11.9K |
| REDW Wealth LLC | 39.3K | $994K | −$10.2K | Cut−$59.8K |
| LITTLE HOUSE CAPITAL LLC | 39.2K | $989.4K | −$10.2K | Cut−$91.2K |
| Gilbert & Cook, Inc. | 38.9K | $982.5K | −$9.74K | Added$25.9K |
| SONATA CAPITAL GROUP INC | 38.1K | $963.9K | −$8.77K | Added$102.1K |
| Private Advisor Group, LLC | 37.4K | $944.3K | −$6.38K | Added$318.1K |
| Freestone Capital Holdings, LLC | 37.2K | $941.2K | −$9.68K | Cut−$399.8K |
| Beacon Pointe Advisors, LLC | 36.7K | $927.6K | −$9.53K | Cut−$57.8K |
| Princeton Global Asset Management LLC | 35.9K | $907.4K | −$6.85K | Added$234.9K |
| Reliant Wealth Planning | 34.4K | $869.8K | −$8.95K | Cut−$8.95K |
| Gradient Capital Advisors, LLC | 34.3K | $867.5K | −$8.79K | Added$3.97K |
| Equitable Holdings, Inc. | 33.4K | $845.1K | — | New |
| Citadel | 31.2K | $787.4K | — | New |
| Jacobi Capital Management LLC | 29.8K | $752.1K | −$6.7K | Added$93.1K |
| Clearstead Advisors, LLC | 29.1K | $735.9K | −$7.29K | Added$19.7K |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 28.4K | $718.9K | −$7.25K | Added$7.39K |
| STIFEL FINANCIAL CORP | 28.4K | $717.2K | −$7.38K | Cut−$963.9K |
| Quantum Financial Advisors, LLC | 28K | $706.4K | −$7.26K | Cut−$1.37M |
| FOCUSED ALPHA, LLC | 27.7K | $698.8K | −$7.07K | Added$4.43K |
| Stokes Family Office, LLC | 27.3K | $690.6K | −$7.11K | Cut−$7.11K |
| CAPTRUST FINANCIAL ADVISORS | 27.3K | $690.2K | −$7.01K | Added$1.96K |
| Sterling Investment Advisors, Ltd. | 25.8K | $652.6K | −$6.39K | Added$25.2K |
| DecisionMap Wealth Management, LLC | 25.2K | $636.1K | −$3.4K | Added$301.9K |
| HEADINVEST, LLC | 25K | $632.7K | −$6.51K | Cut−$56.6K |
| Belpointe Asset Management LLC | 24.8K | $626.1K | −$6.04K | Added$32.1K |
| Valmark Advisers, Inc. | 24.4K | $617K | −$5K | Added$125.7K |
| CFO CAPITAL MANAGEMENT LLC | 24.3K | $611.4K | −$9.58K | Added$904 |
| FIFTH THIRD BANCORP | 23.7K | $598.8K | — | New |
| Breachway Investments LLC | 23.1K | $583.1K | −$6.67K | Added$82K |
| HAMEL ASSOCIATES, INC. | 21.9K | $552.9K | — | New |
| ROMANO BROTHERS AND COMPANY | 21.8K | $550.7K | — | New |
| Creative Planning | 21.5K | $544.3K | — | New |
| Sarver Vrooman Wealth Advisors | 21.5K | $542.3K | −$5.37K | Added$15.5K |
| FourThought Financial Partners, LLC | 21K | $530.9K | −$4.54K | Added$84.8K |
| Cherry Tree Wealth Management, LLC | 20.5K | $517.3K | −$5.09K | Added$17.9K |
| Sowell Financial Services LLC | 19.7K | $498.4K | −$4.38K | Added$69.4K |
| Gryphon Financial Partners LLC | 19.3K | $487.9K | −$5.02K | Cut−$5.02K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 18.8K | $475.4K | −$4.44K | Added$38.6K |
| Advisory Services Network, LLC | 18.6K | $469.1K | −$4.83K | Cut−$14.5K |
| XML Financial, LLC | 18.4K | $463.9K | −$4.11K | Added$60.6K |
| Focus Partners Wealth | 18.3K | $462.4K | −$4.76K | Cut−$4.76K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 18.1K | $457.5K | — | New |
| SPINNAKER TRUST | 17.6K | $444.3K | −$4.08K | Added$43.5K |
| Addison Advisors LLC | 17.2K | $435.2K | −$4.33K | Added$9.69K |
| Van Hulzen Asset Management, LLC | 16.7K | $423.1K | — | New |
| JONES FINANCIAL COMPANIES LLLP | 16.8K | $420.6K | −$6.59K | Added$77.1K |
| Redwood Financial Network Corp | 16.5K | $416.8K | −$2.84K | Added$138.2K |
| Dorsey & Whitney Trust CO LLC | 16K | $404.3K | −$4.16K | Cut−$4.16K |
| Mutual Advisors, LLC | 15.6K | $394.9K | −$4.06K | Cut−$4.91K |
| CARY STREET PARTNERS FINANCIAL LLC | 15.2K | $384.5K | −$3.7K | Added$21.4K |
| Daviman Financial, LLC | 14.1K | $355.9K | −$2.56K | Added$105K |
| JAMES INVESTMENT RESEARCH, INC. | 14.1K | $355.5K | −$3.66K | Cut−$3.66K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 13.8K | $347.9K | — | New |
| Diversify Advisory Services, LLC | 13.8K | $347.9K | — | New |
| Banque Cantonale Vaudoise | 12.9K | $325K | −$1.04K | Added$200K |
| Merit Financial Group, LLC | 12.8K | $324.3K | −$2.75K | Added$54K |
| Great Diamond Partners, LLC | 12.6K | $317.8K | −$2.33K | Added$88.8K |
| Integrated Wealth Concepts LLC | 12.5K | $316.2K | −$3.27K | Cut−$235.7K |
| TRUIST FINANCIAL CORP | 12.5K | $315.3K | −$3.2K | Added$1.1K |
| Penobscot Investment Management Company, Inc. | 12.3K | $311.5K | −$3.2K | Cut−$3.2K |
| NESTEGG ADVISORS, INC. | 12.2K | $308.4K | −$3.14K | Cut−$1.22K |
| Bank of New Hampshire | 12K | $304K | −$2.09K | Added$99K |
| AssuredPartners Investment Advisors, LLC | 12K | $303.5K | — | New |
| GREAT VALLEY ADVISOR GROUP, INC. | 11.8K | $297.3K | −$3.05K | Cut−$723 |
| Koshinski Asset Management, Inc. | 10.9K | $276.6K | −$2.37K | Added$43.9K |
| Hills Bank & Trust Co | 10.5K | $266.3K | — | New |
| SAX WEALTH ADVISORS, LLC | 10.4K | $264.9K | $0 | Held |
| COOPER/HAIMS ADVISORS, LLC | 10.4K | $263K | −$2.71K | Cut−$2.71K |
| Stratos Wealth Partners, LTD. | 10.3K | $260.8K | — | New |
| MML INVESTORS SERVICES, LLC | 10.1K | $254.2K | −$2.6K | Cut−$33.8K |
| CGN Advisors LLC | 9.98K | $252.3K | — | New |
| Granite Harbor Advisors, Inc. | 9.84K | $248.6K | — | New |
| NWAM LLC | 9.81K | $248K | −$2.83K | Cut−$1.01K |
| CVA Family Office, LLC | 9.7K | $245.1K | — | New |
| Journey Advisory Group, LLC | 9.7K | $245.1K | −$2.52K | Cut−$2.52K |
| Farther Finance Advisors, LLC | 9.56K | $240.7K | −$3.22K | Cut−$1.03K |
| Madrid Wealth Management, LLC | 9.51K | $240.4K | −$2.47K | Cut−$2.47K |
| Newman Dignan & Sheerar, Inc. | 9.45K | $238.8K | −$2.48K | Cut−$2.4K |
| DEARBORN PARTNERS LLC | 9.39K | $237.2K | −$2.09K | Added$31.6K |
| JANE STREET GROUP, LLC | 9.25K | $233.8K | — | New |
| Arkadios Wealth Advisors | 8.8K | $222.3K | −$2.29K | Cut−$22.8K |
| Koesten, Hirschmann & Crabtree, INC. | 8.49K | $214.7K | −$2.21K | Cut−$2.21K |
| NAPLES GLOBAL ADVISORS, LLC | 8.49K | $214.5K | −$2.08K | Added$10.7K |
| Hyposwiss Advisors SA | 8.32K | $210.4K | −$2.16K | Cut−$2.16K |
| Foundation Wealth Management, LLC | 8.28K | $209.3K | — | New |
| Hendershot Investments Inc. | 8.16K | $206.1K | −$2.12K | Cut−$2.12K |
| Accretive Wealth Partners, LLC | 7.98K | $201.8K | −$2.08K | Cut−$2.08K |
| Crews Bank & Trust | 5.75K | $145.4K | −$1.5K | Cut−$1.5K |
| PNC Financial Services Group, Inc. | 5.4K | $136.5K | −$1.4K | Cut−$1.4K |
| Jupiter Wealth Management LLC | 5.1K | $128.4K | −$2.45K | Cut−$2.45K |
| Intentional Wealth Strategies, LLC | 4.93K | $124.6K | — | Held |
| Bogart Wealth, LLC | 4.72K | $119.3K | −$570 | Added$63.3K |
| Cassaday & Co Wealth Management LLC | 3.86K | $97.5K | — | New |
| Golden State Equity Partners | 3.5K | $88.4K | — | New |
| JPMORGAN CHASE & CO | 3.18K | $79.8K | −$41 | Added$77.3K |
| CNB Bank | 3.1K | $78.4K | −$806 | Cut−$1.14K |
| MidFirst Bank | 2.6K | $65.8K | −$573 | Added$9.54K |
| Western Wealth Management, LLC | 2.48K | $62.7K | — | New |
| Miller Global Investments, LLC | 2.31K | $58.5K | — | New |
| HARBOR INVESTMENT ADVISORY, LLC | 2K | $50.5K | −$520 | Cut−$520 |
| Trust Co | 1.99K | $50.2K | −$521 | Cut−$319 |
| Clearstead Trust, LLC | 1.9K | $47.9K | — | New |
| United Community Bank | 1.52K | $38.4K | — | New |
| Rossby Financial, LCC | 1.25K | $31.6K | −$98 | Added$24.3K |
| Ashton Thomas Private Wealth, LLC | 1.15K | $29.2K | — | New |
| Allworth Financial LP | 849 | $21.5K | −$220 | Cut−$220 |
| BARCLAYS PLC | 805 | $20.3K | — | New |
| EASTERN BANK | 775 | $19.6K | — | New |
| Key Financial Inc | 648 | $16.4K | −$168 | Cut−$168 |
| BANK OF MONTREAL /CAN/ | 589 | $14.9K | −$162 | Cut−$36 |
| Sound Income Strategies, LLC | 400 | $10.1K | −$132 | Cut−$132 |
| Janney Montgomery Scott LLC | 396.7K | $10K | −$96 | Added$576 |
| VANGUARD ADVISERS INC | 257 | $6.49K | — | Held |
| Bank of Jackson Hole Trust | 226 | $5.71K | −$59 | Cut−$59 |
| Peloton Wealth Strategists | 133.5K | $3.37K | −$25 | Added$961 |
| Roble, Belko & Company, Inc | 72.4K | $1.83K | −$2 | Added$1.65K |
| BlackRock, Inc. | 51 | $1.29K | −$13 | Cut−$13 |
| Cambridge Investment Research Advisors, Inc. | 17.8K | $451 | −$4 | Added$91 |
| BESSEMER GROUP INC | 9.54K | $241 | — | New |
| Steward Partners Investment Advisory, LLC | 8 | $202 | — | New |
| BALLAST ADVISORS LLC | 1.2K | $30 | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | $25 | −$1 | Cut−$1 |
| HAZLETT, BURT & WATSON, INC. | 157 | $4 | −$0 | Held |
Who left
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.