Stock
Reported value
$23.5B
Holders
700
+93 new · −30 exited
Holders’ est. mark
$254.8M
Price effect on 239 books still in the name
Largest holder
$4.15B
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $7.2M
- Fidelity0.0% · $40.9M
- Citadel0.0% · $1.12M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 49.6M | $4.15B | $54.1M | Cut−$181.1M |
| BlackRock, Inc. | 25.1M | $2.1B | $22M | Added$433.8M |
| Creative Planning | 19.1M | $1.6B | $19.1M | Added$147.6M |
| PNC Financial Services Group, Inc. | 16.6M | $1.38B | $13M | Added$398.2M |
| BANK OF KOREA | 14M | $1.17B | $8.29M | Added$542.8M |
| MORGAN STANLEY | 13.3M | $1.11B | $13.2M | Added$114.5M |
| AMERIPRISE FINANCIAL INC | 13.1M | $1.1B | $13.2M | Added$414.3M |
| SEI INVESTMENTS CO | 12.4M | $1.04B | $13.2M | Added$37.7M |
| Richard Bernstein Advisors LLC | 6.18M | $516.3M | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 5.7M | $476.1M | $4.68M | Added$121.8M |
| CITIGROUP INC | 5.56M | $464.9M | $4.92M | Added$92.7M |
| Cerity Partners LLC | 5.46M | $456.2M | $3.79M | Added$169.4M |
| JPMORGAN CHASE & CO | 4.63M | $374.9M | −$6.52M | Added$9.32M |
| Horizon Investments, LLC | 4.06M | $339.7M | $4.2M | Added$21.5M |
| Focus Partners Advisor Solutions, LLC | 3.78M | $315.6M | $3.64M | Added$20.9M |
| Focus Partners Wealth | 3.52M | $294.6M | $3.85M | Added$4.51M |
| Savant Capital, LLC | 3.29M | $275.3M | $23.6K | Added$273.5M |
| Bank of Finland | 3.25M | $271.9M | $3.55M | Added$3.55M |
| Cetera Investment Advisers | 3.11M | $259.9M | $3.06M | Added$28.2M |
| Alesco Advisors LLC | 3.08M | $257.8M | $3.36M | Added$2.14M |
| Clearstead Advisors, LLC | 3.05M | $255.1M | $256 | Added$255.1M |
| Auto-Owners Insurance Co | 2.6M | $217.1M | $2.73M | Added$2.73M |
| RAYMOND JAMES FINANCIAL INC | 2.02M | $168.8M | $2.07M | Added$11.9M |
| LPL Financial LLC | 1.84M | $153.4M | $1.62M | Added$30.9M |
| UBS Group AG | 1.82M | $151.8M | $1.56M | Added$33.5M |
| ASSETMARK, INC | 1.71M | $143.3M | $1.83M | Added$4.84M |
| First Command Advisory Services, Inc. | 1.67M | $139.4M | $1.78M | Added$4.92M |
| MCF Advisors LLC | 1.62M | $135.8M | $1.75M | Added$3.57M |
| Stratos Wealth Partners, LTD. | 1.46M | $122.4M | $1.33M | Added$21.7M |
| Capital Asset Advisory Services LLC | 1.3M | $116.3M | $6.8M | Added$1.87M |
| TFC Financial Management, Inc. | 1.37M | $114.6M | $1.5M | Cut−$906.4K |
| Empowered Funds, LLC | 1.29M | $107.8M | $1.37M | Added$3.79M |
| Beacon Pointe Advisors, LLC | 1.28M | $107.1M | $137.1K | Added$96.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.17M | $97.5M | $1.16M | Added$9.72M |
| NIXON PEABODY TRUST CO | 1.09M | $91.2M | $1.19M | Added$487.3K |
| Mariner, LLC | 937.2K | $78.3M | $1.01M | Added$1.37M |
| ROYAL BANK OF CANADA | 898.5K | $75.1M | $757.8K | Added$17.7M |
| Foster Group, Inc. | 775.7K | $64.8M | $845.5K | Added$653K |
| Wealthspire Retirement, LLC | 762.7K | $63.7M | $808.5K | Added$2.56M |
| CAPTRUST FINANCIAL ADVISORS | 679.5K | $56.8M | $713K | Added$1.81M |
| NORTHERN TRUST CORP | 661.1K | $55.2M | $17.2K | Added$53.9M |
| HighTower Advisors, LLC | 657.3K | $54.9M | $677.7K | Added$3.64M |
| WELLS FARGO & COMPANY/MN | 653.9K | $54.7M | $648.3K | Added$5.59M |
| COMMONWEALTH EQUITY SERVICES, LLC | 638.5K | $53.4M | $660.8K | Added$3.36M |
| RIVERSEDGE ADVISORS, LLC | 628.5K | $52.5M | $685K | Cut−$3.54M |
| Rock Creek Group, LP | 606.2K | $50.7M | $624.1K | Added$3.43M |
| Starr Indemnity & Liability Co | 606.1K | $50.6M | $660.6K | Added$660.6K |
| AMARILLO NATIONAL BANK | 601.6K | $50.3M | $655.7K | Cut−$252.9K |
| ESL Trust Services, LLC | 564.8K | $47.2M | — | New |
| Arrow Financial Corp | 558.2K | $46.7M | $595.4K | Added$1.6M |
| Cornerstone Wealth Group, LLC | 523.3K | $45.9M | $2.28M | Added$9.68M |
| PRINCIPAL SECURITIES, INC. | 496.4K | $41.5M | $541K | Cut−$288.7K |
| Fidelity | 489.3K | $40.9M | $520.1K | Added$1.53M |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 489K | $40.9M | $523.4K | Added$1.26M |
| Standpoint Asset Management, LLC | 454.1K | $37.9M | $495K | Cut−$800K |
| Stockman Wealth Management, Inc. | 447.1K | $37.4M | $469.5K | Added$1.84M |
| NEW ENGLAND ASSET MANAGEMENT INC | 441K | $36.9M | $458.4K | Added$2.16M |
| DDFG, Inc | 424.2K | $35.4M | $438.1K | Added$2.3M |
| Veery Capital, LLC | 419.1K | $35M | $429.1K | Added$2.55M |
| AAF Wealth Management, LLC | 410.1K | $34.3M | $447K | Cut−$339.9K |
| OSAIC HOLDINGS, INC. | 404.7K | $33.8M | $439.6K | Cut−$175.5K |
| Hi-Line Capital Management, LLC | 395.6K | $33.1M | $340.5K | Added$7.29M |
| C V STARR & CO INC | 378.8K | $31.7M | $412.9K | Added$412.9K |
| PRUDENT INVESTORS NETWORK, INC. | 370.7K | $31M | $378.7K | Added$2.32M |
| World Investment Advisors | 366.6K | $30.6M | $153.3K | Added$19M |
| Sterling Capital Management LLC | 358.7K | $30M | $390.9K | Cut−$1.29M |
| BSW Wealth Partners | 342K | $28.6M | $371.3K | Added$485.7K |
| FOUNDERS FINANCIAL SECURITIES LLC | 313.2K | $27.4M | $1.54M | Added$2.72M |
| MBL Wealth, LLC | 301K | $25.2M | $310.5K | Added$1.66M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 295.8K | $24.7M | $322.4K | Cut−$588.3K |
| AE Wealth Management LLC | 286.7K | $24M | $312.4K | Cut−$662.4K |
| Crestwood Advisors Group, LLC | 279.9K | $23.4M | $244.6K | Added$4.88M |
| Fortitude Family Office, LLC | 278.4K | $23.3M | $275K | Added$2.45M |
| Kondo Wealth Advisors, Inc. | 277.3K | $23.2M | $297.8K | Added$607.6K |
| Retirement Management Systems Inc. | 267.9K | $22.4M | $265.7K | Added$2.29M |
| Aerodigm Wealth, LLC | 267.3K | $22.3M | $282.5K | Added$959.5K |
| FIRST NATIONAL BANK SIOUX FALLS | 247.9K | $22M | $1.51M | Added$2.11M |
| AdvisorNet Financial, Inc | 259K | $21.6M | $266.9K | Added$1.45M |
| Financial Advisors Network, Inc. | 246.2K | $20.6M | $260.3K | Added$876.3K |
| Allegiance Financial Group Advisory Services LLC | 244.6K | $20.4M | $246.8K | Added$1.41M |
| NORTHWEST WEALTH MANAGEMENT, LLC | 244.5K | $20.4M | $251.7K | Added$1.39M |
| Mueller Wealth, LLC | 242.7K | $20.3M | $53.6K | Added$16.2M |
| Vision Capital Management, Inc. | 241.1K | $20.2M | $262.8K | Added$106.3K |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 240.7K | $20.1M | — | New |
| Modern Wealth Management, LLC | 236.6K | $20.1M | $556.1K | Added$15K |
| Columbus Macro, LLC | 239.2K | $20M | $260.7K | Added$232K |
| SECURIAN ASSET MANAGEMENT, INC | 236.2K | $19.7M | $257.5K | Added$257.5K |
| ABLE Financial Group, LLC | 225K | $18.8M | $224K | Added$1.86M |
| Global Strategic Investment Solutions, LLC | 224.6K | $18.8M | $244.9K | Cut−$787.9K |
| Oak Root LLC | 221.5K | $18.5M | $193.1K | Added$3.9M |
| Ausdal Financial Partners, Inc. | 221.5K | $18.5M | — | New |
| Integrated Wealth Concepts LLC | 217.9K | $18.2M | $63.7K | Added$13.4M |
| TRUIST FINANCIAL CORP | 217.4K | $18.2M | $219.3K | Added$1.57M |
| Relyea Zuckerberg Hanson LLC | 213K | $17.8M | $226.1K | Added$696.1K |
| Kestra Advisory Services, LLC | 210.3K | $17.6M | $166.5K | Added$4.97M |
| Vestmark Advisory Solutions, Inc. | 206.7K | $17.3M | $120.3K | Added$8.17M |
| &PARTNERS | 192.7K | $16.1M | $204.6K | Added$628K |
| Squire Investment Management Company, LLC | 191.2K | $16M | $188.8K | Added$1.69M |
| Crane Advisory, LLC | 178.6K | $15.9M | $523.2K | Added$2.52M |
| Orion Porfolio Solutions, LLC | 187.4K | $15.7M | $204.2K | Cut−$9.83M |
| Missouri Trust & Investment Co | 187K | $15.6M | $185.8K | Added$1.57M |
| Aspirean Wealth, LLC | 185.5K | $15.5M | $202.2K | Added$78.6K |
| Cerity Partners OCIO LLC | 182.6K | $15.3M | — | New |
| Peirce Capital Management, LLC | 178.5K | $14.9M | $193.3K | Added$291.4K |
| Accelerate Investment Advisors LLC | 175.2K | $14.6M | $191K | Cut−$27.8K |
| CITIZENS FINANCIAL GROUP INC/RI | 175K | $14.6M | $179.1K | Added$1.07M |
| Equitable Holdings, Inc. | 167.2K | $13.8M | $196 | Added$8.76M |
| Sanctuary Advisors, LLC | 164.8K | $13.8M | $71.4K | Added$8.36M |
| COURIER CAPITAL LLC | 163.5K | $13.7M | $147.1K | Added$2.53M |
| Sovereign Investment Advisors, LLC | 159.6K | $13.3M | $63.1K | Added$8.56M |
| CarsonAllaria Wealth Management, Ltd. | 158.1K | $13.2M | $168.8K | Added$437K |
| Heritage Investment Group, Inc. | 158K | $13.2M | $167.8K | Added$502.8K |
| Steward Partners Investment Advisory, LLC | 157.1K | $13.1M | $164.6K | Added$678.8K |
| Alliance Private Wealth, LLC | 153.7K | $12.8M | −$522.5K | Cut−$298.8K |
| True North Advisors, LLC | 147.9K | $12.4M | $161.2K | Cut−$3.76M |
| Tenzing Financial LLC | 139.6K | $12.3M | $773.8K | Added$1.56M |
| Baltimore-Washington Financial Advisors, Inc. | 147.2K | $12.3M | $151.4K | Added$849.2K |
| Friday Financial | 146.7K | $12.3M | $158.3K | Added$280.5K |
| Klaas Financial Asset Advisors, LLC | 139.5K | $11.7M | $152K | Cut−$47.1M |
| Allworth Financial LP | 138K | $11.5M | $150.4K | Added$77.8K |
| FAMILY WEALTH PARTNERS, LLC | 137.5K | $11.5M | $128.2K | Added$1.54M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 135.9K | $11.4M | $42.9K | Added$8.11M |
| Wealthquest Corp | 134.8K | $11.1M | $0 | Held |
| SAGESPRING WEALTH PARTNERS, LLC | 132.3K | $11.1M | $144.2K | Cut−$243.9K |
| Sterling Manor Financial, LLC | 132.3K | $11.1M | $144.2K | Cut−$1.19M |
| Merit Financial Group, LLC | 129.7K | $10.8M | $141.3K | Added$41.5K |
| Peterson Wealth Advisors, LLC | 129.2K | $10.8M | $140.8K | Cut−$407.8K |
| Brady Martz Wealth Solutions, LLC | 128.4K | $10.7M | $128.8K | Added$985.1K |
| Convergence Financial, LLC | 127.7K | $10.7M | $164.5K | Added$865.1K |
| Prism Planning Partners LLC | 123.6K | $10.3M | $132.7K | Added$292.5K |
| Green Ridge Wealth Planning LLC | 122.3K | $10.2M | $128K | Added$535.5K |
| STIFEL FINANCIAL CORP | 121.5K | $10.2M | $41.2K | Added$7.01M |
| INTEGRITY ALLIANCE, LLC. | 119.4K | $9.98M | $125.7K | Added$466.9K |
| NORRIS PERNE & FRENCH LLP/MI | 119.1K | $9.95M | $124.1K | Added$559.4K |
| BROWN WEALTH MANAGEMENT, LLC | 116.4K | $9.73M | $110.5K | Added$1.36M |
| JGP Wealth Management, LLC | 115.3K | $9.64M | $42.6K | Added$6.41M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 112.8K | $9.52M | −$1.11K | Cut−$5.59M |
| Nova R Wealth, Inc. | 113.7K | $9.51M | $6.47K | Added$9.02M |
| Legacy Private Trust Co. | 112.6K | $9.41M | $122.7K | Cut−$301.3K |
| Steele Capital Management, Inc. | 111.4K | $9.31M | $121.4K | Cut−$6.25K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 111K | $9.27M | $109.3K | Added$1M |
| ASPIRIANT, LLC | 110.7K | $9.25M | $112K | Added$779.4K |
| Causey Wealth LLC | 109.1K | $9.12M | $118.9K | Added$51K |
| Ameritas Advisory Services, LLC | 107.8K | $9.01M | $117.5K | Cut−$96.5K |
| GREAT VALLEY ADVISOR GROUP, INC. | 103.5K | $8.65M | $97.3K | Added$1.26M |
| Simplicity Wealth,LLC | 102.5K | $8.57M | $111.8K | Cut−$6.36K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 101.6K | $8.49M | — | New |
| OMNI 360 Wealth, Inc. | 99.7K | $8.33M | −$161.4K | Added$190.1K |
| rebel Financial LLC | 98.7K | $8.25M | $107.6K | Added$20.6K |
| Wedmont Private Capital | 93.7K | $8.24M | $358.9K | Added$358.9K |
| Premier Path Wealth Partners, LLC | 98.3K | $8.21M | $107.1K | Cut−$1.28M |
| MBA Advisors LLC | 95.5K | $7.98M | $99.2K | Added$477K |
| Resonant Capital Advisors, LLC | 92.8K | $7.76M | $101.2K | Cut−$580.5K |
| Beckerman Institutional, LLC | 92K | $7.69M | $100.1K | Added$110.8K |
| Perigon Wealth Management, LLC | 90.6K | $7.57M | $98.7K | Cut−$434.4K |
| Kaufman Rossin Wealth, LLC | 90.4K | $7.55M | $94K | Added$435.5K |
| Gateway Wealth Partners, LLC | 88.4K | $7.38M | $19.8K | Added$5.89M |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 88.3K | $7.38M | $96.3K | Cut−$145.3K |
| Higgins & Schmidt Wealth Strategies LLC | 86.3K | $7.21M | $94.1K | Added$15.1K |
| Icahn Capital | 86.1K | $7.2M | $68.6K | Added$2.01M |
| PW ADVISORS, LLC \ FL | 86.1K | $7.19M | $78.5K | Added$1.25M |
| Solstein Capital, LLC | 85.7K | $7.17M | $93.5K | Added$93.5K |
| David J Yvars Group | 85.5K | $7.14M | $93.1K | Cut−$180 |
| PRINCIPAL FINANCIAL GROUP INC | 85K | $7.11M | $92.7K | Cut−$1.61M |
| ALPS ADVISORS INC | 84.6K | $7.07M | $92.2K | Cut−$643.5K |
| CogentBlue Wealth Advisors, LLC | 83K | $6.94M | $89.6K | Added$162.5K |
| OLD NATIONAL BANCORP /IN/ | 82.1K | $6.86M | $89.5K | Cut−$704.9K |
| Summit Wealth Partners, LLC | 81.4K | $6.8M | $80.9K | Added$679.9K |
| KICKSTAND VENTURES, LLC. | 81K | $6.77M | $88.3K | Added$75.9K |
| Vertex Planning Partners, LLC | 80.9K | $6.76M | — | New |
| DRAVO BAY LLC | 80.9K | $6.76M | $85.8K | Added$268.6K |
| EXENCIAL WEALTH ADVISORS, LLC | 80.6K | $6.74M | $87.8K | Added$29.6K |
| EIGHT 31 FINANCIAL, LLC | 80.1K | $6.69M | $86K | Added$190.6K |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 80.1K | $6.69M | $87.3K | Cut−$331.1K |
| National Wealth Management Group, LLC | 79.7K | $6.66M | $53.5K | Added$2.61M |
| Envestnet Portfolio Solutions, Inc. | 78.9K | $6.59M | $86K | Cut−$25.8M |
| Bank of New York Mellon Corp | 78.8K | $6.59M | $8.87K | Added$5.92M |
| LTS Liquid Investments LLC | 77.8K | $6.5M | $83.7K | Added$167.2K |
| Red Wave Investments LLC | 76.4K | $6.39M | $83.3K | Added$56.6K |
| Compass Wealth Management, LLC/GA | 75.2K | $6.29M | $80.4K | Added$204.9K |
| IHT Wealth Management, LLC | 74.3K | $6.21M | −$32.7K | Added$4.54M |
| Midwest Trust Co | 73.3K | $6.12M | $79.8K | Added$83.2K |
| Spire Wealth Management | 71.1K | $5.94M | $77.4K | Added$79.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 70.5K | $5.89M | $70K | Added$596.3K |
| Tranquilli Financial Advisor LLC | 68.7K | $5.74M | $74.8K | Cut−$375.7K |
| Tanager Wealth Management LLP | 67.8K | $5.67M | $73.9K | Cut−$101.4K |
| HMV Wealth Advisors, LLC | 67.6K | $5.65M | $67.8K | Added$518.7K |
| ELEVATE WEALTH ADVISORY, INC | 66.1K | $5.52M | $69.8K | Added$239.8K |
| Atria Investments, Inc | 64.7K | $5.41M | — | New |
| MJT & Associates Financial Advisory Group, Inc. | 63K | $5.26M | $54.9K | Added$1.11M |
| CreativeOne Wealth, LLC | 61.7K | $5.16M | $67.3K | Cut−$178.3K |
| Cosner Financial Group, LLC | 61.1K | $5.11M | $66.6K | Cut−$80.4K |
| Gladstone Institutional Advisory LLC | 59.4K | $4.97M | $64.8K | Cut−$135.4K |
| Asset Dedication, LLC | 58.9K | $4.92M | $56.9K | Added$616.5K |
| Baird Financial Group, Inc. | 56K | $4.68M | $59.9K | Added$142.2K |
| Rockefeller Capital Management L.P. | 55.5K | $4.64M | $55.7K | Added$418.1K |
| Cascade Financial Partners, LLC | 55.4K | $4.63M | $60.4K | Added$3.83K |
| Arbor Investment Advisors, LLC | 55.4K | $4.63M | $60.4K | Cut−$19.6K |
| HBE Wealth Management, LLC | 55.1K | $4.6M | $60K | Cut−$65.7K |
| Private Advisor Group, LLC | 54.9K | $4.58M | $59.6K | Added$73.9K |
| FF Advisors,LLC | 49.3K | $4.31M | $241.2K | Added$241.2K |
| Inman Jager Wealth Management, LLC | 49.8K | $4.16M | $43.5K | Added$870.6K |
| OpenArc Corporate Advisory, LLC | 49.2K | $4.11M | $53.6K | Cut−$271.7K |
| Probity Advisors, Inc. | 48.8K | $4.08M | $53.2K | Added$4.05K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 46.7K | $4.02M | $6.12K | Added$3.64M |
| Granite Bay Wealth Management, LLC | 47.7K | $3.98M | $50.7K | Added$184.5K |
| Arsenal Capital Advisors LLC | 46.9K | $3.92M | $45.2K | Added$497.1K |
| BROWN ADVISORY INC | 44.3K | $3.7M | — | New |
| Strid Group, LLC | 43.8K | $3.66M | $47.8K | Cut−$269.6K |
| Prosperity Consulting Group, LLC | 43.7K | $3.65M | $44K | Added$323.7K |
| Sigma Planning Corp | 43.6K | $3.65M | $29K | Added$1.45M |
| MGO ONE SEVEN LLC | 43.2K | $3.61M | $47.1K | Cut−$32.9K |
| CLARIS ADVISORS, LLC / MO / | 41.9K | $3.5M | $44.8K | Added$114.1K |
| CWM, LLC | 41.3K | $3.45M | $3.22M | Added$3.44M |
| Cordant, Inc. | 41.2K | $3.45M | $45K | Added$34.9K |
| FIFTH THIRD BANCORP | 40.9K | $3.42M | $4.07K | Added$3.11M |
| Greenspring Advisors, LLC | 40.9K | $3.42M | $44.6K | Cut−$2.99K |
| Cresset Asset Management, LLC | 40K | $3.35M | $42K | Added$167.8K |
| DEFINED WEALTH MANAGEMENT, LLC | 39.3K | $3.29M | $42.9K | Added$2.04K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 39K | $3.26M | $33.1K | Added$755.3K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39K | $3.25M | $33.7K | Cut−$29.7K |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 36.3K | $3.19M | $57.4K | Added$1.79M |
| Corient Private Wealth LLC | 38.2K | $3.16M | $4.23K | Added$2.06M |
| Summit Financial, LLC | 37.8K | $3.16M | $41.2K | Added$7.98K |
| Nolet Wealth Management, LLC | 37.4K | $3.13M | $40.8K | Cut−$1.11M |
| Lakeridge Wealth Management LLC | 37.4K | $3.12M | $36.4K | Added$365.4K |
| Unconventional Investor, LLC | 36.8K | $3.08M | $40.1K | Added$40.1K |
| EVOLVE PRIVATE WEALTH, LLC | 36.6K | $3.06M | — | New |
| OneAscent Financial Services LLC | 36.3K | $3.04M | $35.9K | Added$319.3K |
| HARBOUR INVESTMENTS, INC. | 36.2K | $3.02M | $16.5K | Added$1.57M |
| Resolute Advisors LLC | 36.1K | $3.01M | $39.3K | Added$39.3K |
| WealthShield Partners, LLC | 36K | $3.01M | $39.2K | Added$24.5K |
| IFP Advisors, Inc | 35.2K | $2.94M | $38.4K | Cut−$234K |
| D.A. DAVIDSON & CO. | 35.1K | $2.94M | $38.3K | Added$16.8K |
| RWA WEALTH PARTNERS, LLC | 34.6K | $2.89M | $25.8K | Added$943.9K |
| J.W. COLE ADVISORS, INC. | 34.4K | $2.88M | $102.3K | Added$147.9K |
| MML INVESTORS SERVICES, LLC | 34.3K | $2.86M | $19.9K | Added$1.36M |
| Belleair Asset Management, LLC | 34.2K | $2.86M | $34.6K | Added$239.6K |
| Snowden Capital Advisors LLC | 33K | $2.75M | $34.8K | Added$119.1K |
| Vivaldi Capital Management LP | 32.5K | $2.72M | $35.4K | Added$35.4K |
| HILLTOP WEALTH ADVISORS, LLC | 32.3K | $2.7M | $35.2K | Cut−$52.2K |
| Rossby Financial, LCC | 31.6K | $2.68M | $11.8K | Added$2.27M |
| Csenge Advisory Group | 32K | $2.68M | $34.4K | Added$77.2K |
| Lido Advisors, LLC | 31.9K | $2.67M | $70.3K | Added$958.9K |
| Lauterbach Financial Advisors, LLC | 31.2K | $2.61M | $34K | Added$12.5K |
| RF&L WEALTH MANAGEMENT, LLC | 31.1K | $2.6M | $33.9K | Added$36.2K |
| BEAM WEALTH ADVISORS, INC. | 31.1K | $2.6M | $33.8K | Cut−$60.8K |
| B&D White Capital Company, LLC | 30.8K | $2.57M | $33.5K | Added$33.5K |
| Squarepoint Ops LLC | 30.4K | $2.54M | — | New |
| Advisory Services Network, LLC | 30.2K | $2.52M | $28.5K | Added$371.5K |
Who left
- AXXCESS WEALTH MANAGEMENT, LLC$107.6M
- JANE STREET GROUP, LLC$5.91M
- NewEdge Advisors, LLC$5.1M
- SteelPeak Wealth, LLC$3.47M
- Quadrature Capital Ltd$3.42M
- Collaborative Wealth Managment Inc.$473.1K
- XTX Topco Ltd$309.4K
- CYPRESS FINANCIAL PLANNING LLC$299.2K
- Turtle Creek Wealth Advisors, LLC$296.2K
- PETRA FINANCIAL ADVISORS INC$295.4K
- Cypress Capital Group$273.9K
- High Probability Advisors, LLC$267.2K
- Carroll Advisory Group, LLC$263.2K
- EARNED WEALTH ADVISORS, LLC$256.7K
- GTS SECURITIES LLC$244.5K
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.