Stock
Reported value
$9.86B
Holders
797
+37 new · −50 exited
Holders’ est. mark
−$450.1M
Price effect on 243 books still in the name
Largest holder
$1.95B
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $39M
- Icahn Capital0.0% · $1.48M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 13.8M | $1.95B | −$100.8M | Cut−$34.7M |
| JPMORGAN CHASE & CO | 10M | $1.37B | −$116M | Cut−$157.9M |
| NORTHERN TRUST CORP | 5.14M | $726.4M | −$38.8M | Cut−$42.2M |
| TIAA Wealth Investment Management LLC | 4.9M | $673.2M | — | Held |
| GOLDMAN SACHS GROUP INC | 4.05M | $572.3M | −$30.4M | Cut−$25.9M |
| Wealthfront Advisers LLC | 2.65M | $374.2M | −$19.6M | Cut−$11.8M |
| BlackRock, Inc. | 2.36M | $333.3M | −$15.9M | Added$19.9M |
| ENVESTNET ASSET MANAGEMENT INC | 2.1M | $296.8M | −$14.6M | Added$8.41M |
| MORGAN STANLEY | 1.78M | $252.1M | −$13.5M | Cut−$137.4M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1.31M | $185M | — | Held |
| WELLS FARGO & COMPANY/MN | 1.29M | $182.9M | −$9.78M | Cut−$124.3M |
| LPL Financial LLC | 1.18M | $167.4M | −$8.79M | Cut−$5.77M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.07M | $151.8M | −$7.77M | Cut−$1.26M |
| Fiduciary Trust Co | 697.2K | $98.6M | −$5.13M | Cut−$2.48M |
| ROYAL BANK OF CANADA | 521.8K | $73.8M | −$3.94M | Cut−$5.06M |
| Empower Advisory Group, LLC | 503.6K | $71.2M | −$3.81M | Cut−$42.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | 369.7K | $52.3M | −$2.79M | Cut−$3.78M |
| Ally Invest Advisors Inc. | 348.2K | $49.2M | −$2.54M | Cut−$715.3K |
| Composition Wealth, LLC | 344.5K | $48.7M | −$2.37M | Added$2.09M |
| AMERIPRISE FINANCIAL INC | 342.4K | $48.4M | −$2.58M | Cut−$5.51M |
| Clearstead Advisors, LLC | 337.9K | $47.8M | −$19.6K | Added$47.4M |
| Envestnet Portfolio Solutions, Inc. | 330.9K | $46.8M | −$2.5M | Cut−$2.89M |
| HighTower Advisors, LLC | 325.2K | $46M | −$2.32M | Added$337.3K |
| Creative Planning | 313.4K | $44.3M | −$2.34M | Cut−$1.81M |
| CITIGROUP INC | 302K | $42.7M | −$2.28M | Cut−$26M |
| UBS Group AG | 299.5K | $42.4M | −$2.23M | Cut−$1.5M |
| Cetera Investment Advisers | 276.1K | $39M | −$2.08M | Cut−$2.03M |
| Fidelity | 275.9K | $39M | −$1.77M | Added$4.19M |
| MERCER GLOBAL ADVISORS INC /ADV | 270.2K | $38.2M | −$2.04M | Cut−$2.02M |
| CWM, LLC | 263.8K | $37.3M | $37.3M | Added$37.3M |
| IMPACTfolio, LLC | 261.5K | $37M | −$1.98M | Cut−$6.11M |
| ALLIANCEBERNSTEIN L.P. | 243.5K | $36.3M | −$0 | Added$10.3M |
| Alesco Advisors LLC | 241.6K | $34.2M | −$1.83M | Cut−$2.91M |
| Brookstone Capital Management | 241.5K | $34.1M | −$1.69M | Added$820.4K |
| MISSION WEALTH MANAGEMENT, LP | 222.4K | $31.4M | −$1.68M | Cut−$2.12M |
| RAYMOND JAMES FINANCIAL INC | 197.4K | $27.9M | −$1.49M | Cut−$5.21M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 192.4K | $27.4M | −$1.64M | Cut−$4.36M |
| Ashton Thomas Private Wealth, LLC | 186K | $26.3M | −$1.41M | Cut−$1.6M |
| Beacon Pointe Advisors, LLC | 177.7K | $25.1M | −$890.5K | Added$7.58M |
| Joel Isaacson & Co., LLC | 177K | $25M | −$1.34M | Cut−$1.28M |
| KEYBANK NATIONAL ASSOCIATION/OH | 165K | $23.3M | −$1.25M | Cut−$10.3M |
| MML INVESTORS SERVICES, LLC | 161.4K | $22.8M | −$1.22M | Cut−$4.36M |
| Rock Creek Group, LP | 161.1K | $22.8M | −$1.22M | Cut−$1.22M |
| Sand Hill Global Advisors, LLC | 157.3K | $22.2M | −$1.17M | Cut−$846.9K |
| Affinity Capital Advisors, LLC | 149.4K | $21.1M | −$1.13M | Cut−$1.3M |
| Corient Private Wealth LLC | 144.2K | $20.4M | −$1M | Added$609.1K |
| OSAIC HOLDINGS, INC. | 143.2K | $20.3M | −$1.08M | Cut−$9.85M |
| Erickson Financial Group, LLC | 136.4K | $19.3M | −$1.01M | Cut−$639.1K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 128.3K | $18.1M | −$957.1K | Cut−$721.8K |
| AlTi Global, Inc. | 123.5K | $17.5M | −$894.9K | Cut−$175.1K |
| CHOREO, LLC | 121K | $17.1M | −$1.04M | Cut−$1.52M |
| Integrated Wealth Concepts LLC | 120.9K | $17.1M | −$691.2K | Added$3.48M |
| Mariner, LLC | 118.1K | $16.7M | −$897.5K | Cut−$1.59M |
| Cerity Partners LLC | 116.6K | $16.5M | −$728.2K | Added$2.22M |
| Sharkey, Howes & Javer | 101.7K | $14.4M | −$769.2K | Cut−$1.64M |
| One Wealth Advisors, LLC | 101.4K | $14.3M | −$766.8K | Cut−$1.45M |
| HARBOUR INVESTMENTS, INC. | 97K | $13.7M | −$711.5K | Cut−$302.2K |
| Facet Wealth, Inc. | 90.7K | $12.8M | −$747.8K | Added$1.89M |
| Van Hulzen Asset Management, LLC | 89.8K | $12.7M | −$679.3K | Cut−$688.1K |
| BANK OF MONTREAL /CAN/ | 85.8K | $12.1M | −$351.2K | Added$5.22M |
| CLIENT 1ST ADVISORY GROUP, LLC | 84.8K | $12M | −$641.3K | Cut−$891.1K |
| SEI INVESTMENTS CO | 83.8K | $11.9M | −$633.7K | Cut−$774.5K |
| STALEY CAPITAL ADVISERS INC | 80K | $11.3M | −$604.8K | Cut−$604.8K |
| Kestra Advisory Services, LLC | 79.2K | $11.2M | −$516.5K | Added$1.02M |
| Apella Capital, LLC | 71.8K | $11.1M | $390.1K | Cut−$767.8K |
| Relyea Zuckerberg Hanson LLC | 78.4K | $11.1M | −$591.4K | Cut−$562.9K |
| Plancorp, LLC | 72.4K | $10.7M | −$108.6K | Cut−$208.8K |
| BNP PARIBAS FINANCIAL MARKETS | 74.9K | $10.6M | −$316.7K | Added$4.35M |
| Keebeck Wealth Management | 73.2K | $10.4M | −$553.4K | Cut−$775.9K |
| OneDigital Investment Advisors LLC | 70.6K | $9.99M | −$534K | Cut−$609.3K |
| Laurel Wealth Planning LLC | 70.3K | $9.94M | −$531.5K | Cut−$835.4K |
| Wealth Architects, LLC | 69.8K | $9.88M | −$497.8K | Added$66.4K |
| Clarity Asset Management, Inc. | 68.2K | $9.64M | −$515.2K | Cut−$2.82M |
| TWO SIGMA INVESTMENTS, LP | 67.8K | $9.59M | −$512.6K | Cut−$914.8K |
| NorthRock Partners, LLC | 67.7K | $9.57M | −$511.7K | Cut−$663.6K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 67.3K | $9.51M | −$472.3K | Added$207.5K |
| Fisher Asset Management, LLC | 65K | $9.19M | −$486.8K | Cut−$407.6K |
| One Capital Management, LLC | 64.8K | $9.16M | −$308.9K | Added$3.07M |
| Prudent Man Advisors, LLC | 64.8K | $9.16M | −$489.7K | Cut−$1.41M |
| Strategic Blueprint, LLC | 64.6K | $9.13M | −$488.1K | Cut−$592.2K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 64.4K | $9.11M | −$487.5K | Cut−$776.8K |
| Klaas Financial Asset Advisors, LLC | 61.6K | $8.71M | −$462.6K | Cut−$401.2K |
| Wealthspire Advisors, LLC | 61.4K | $8.68M | −$464K | Cut−$1.19M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 61K | $8.63M | −$455.8K | Cut−$348.3K |
| Focus Partners Wealth | 60.5K | $8.56M | −$457.2K | Cut−$467.5K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 61.6K | $8.47M | −$785.6K | Cut−$1.26M |
| Parallel Advisors, LLC | 58.6K | $8.29M | −$403K | Added$350K |
| &PARTNERS | 56.8K | $8.03M | −$371.7K | Added$687.2K |
| Farther Finance Advisors, LLC | 56.2K | $8.01M | −$344.7K | Added$154.1K |
| Modera Wealth Management, LLC | 56.5K | $7.99M | −$427.3K | Cut−$527.7K |
| Cypress Wealth Services, LLC | 56.4K | $7.97M | −$426K | Cut−$662.5K |
| UMB Bank, n.a. | 55.3K | $7.83M | −$294.2K | Added$2.03M |
| Sanctuary Advisors, LLC | 55.1K | $7.79M | −$416.6K | Cut−$546.2K |
| RETIREMENT INCOME SOLUTIONS, INC | 54.5K | $7.71M | −$410.6K | Cut−$378.5K |
| CAPTRUST FINANCIAL ADVISORS | 53.8K | $7.61M | −$386.3K | Added$1.51K |
| ASSETMARK, INC | 53.8K | $7.61M | −$391.6K | Cut−$102.6K |
| Advisory Services Network, LLC | 53.5K | $7.56M | −$404.4K | Cut−$505.7K |
| CFS Investment Advisory Services, LLC | 48.6K | $7.51M | $264.1K | Added$89.8K |
| Decker Retirement Planning Inc. | 50.7K | $7.18M | −$340.7K | Added$462.7K |
| Merit Financial Group, LLC | 49.5K | $7M | −$339K | Added$323.9K |
| TRUIST FINANCIAL CORP | 48.4K | $6.84M | −$365.5K | Cut−$20.4M |
| Atlas Legacy Advisors, LLC | 48K | $6.81M | −$341.1K | Cut−$213.4K |
| Birchwood Financial Partners, Inc. | 47.6K | $6.73M | −$359.8K | Cut−$433.6K |
| Private Advisor Group, LLC | 43.9K | $6.21M | −$306.6K | Added$162.2K |
| Midwest Financial Partners Investments, Inc. | 42.5K | $6.02M | −$303.6K | Added$32.8K |
| Yukon Wealth Management, Inc. | 42.1K | $5.95M | −$317.7K | Cut−$329.4K |
| Summit Wealth Group, LLC | 40.3K | $5.69M | −$304.4K | Cut−$482.8K |
| SPINNAKER TRUST | 40.1K | $5.67M | −$303.3K | Cut−$406.4K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 40K | $5.66M | −$302.4K | Cut−$300.5K |
| McKinley Carter Wealth Services, Inc. | 39.9K | $5.65M | −$250.7K | Added$706.6K |
| Aptus Capital Advisors, LLC | 39.8K | $5.63M | −$301K | Cut−$465.2K |
| Mutual Advisors, LLC | 39.5K | $5.58M | −$298.5K | Cut−$317.6K |
| Perigon Wealth Management, LLC | 39K | $5.52M | −$295.1K | Cut−$349.9K |
| Avise Financial Cooperative, Inc. | 38.6K | $5.46M | −$263.2K | Added$274.3K |
| Horst & Graben Wealth Management LLC | 33.2K | $5.17M | $252.9K | Added$177.6K |
| Balanced Rock Investment Advisors LLC | 36K | $5.09M | −$268.3K | Cut−$196.3K |
| Banco Santander, S.A. | 35.6K | $5.03M | −$234.4K | Added$415.9K |
| Physician Wealth Advisors, Inc. | 35.6K | $5.03M | −$254.4K | Added$18.7K |
| Mascoma Wealth Management LLC | 35.1K | $4.96M | −$245.8K | Added$117.1K |
| Orion Porfolio Solutions, LLC | 34.5K | $4.88M | −$260.7K | Cut−$616K |
| Maia Wealth LLC | 33.5K | $4.74M | −$217K | Cut−$469.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33K | $4.67M | — | New |
| PLANNING ALTERNATIVES LTD /ADV | 32.6K | $4.6M | −$246.2K | Cut−$724.4K |
| Archer Investment Management, LLC | 32.5K | $4.6M | −$49K | Added$3.63M |
| Stratos Wealth Partners, LTD. | 31.6K | $4.47M | −$238.8K | Cut−$256.2K |
| National Philanthropic Trust | 31.2K | $4.41M | −$235.6K | Cut−$360.6K |
| SAGESPRING WEALTH PARTNERS, LLC | 30.6K | $4.33M | −$229.1K | Cut−$181.4K |
| Goodwin Investment Advisory | 30.6K | $4.33M | −$231.6K | Cut−$251.7K |
| Keystone Wealth Services, LLC | 30.6K | $4.32M | −$230.9K | Cut−$263.3K |
| Focus Partners Advisor Solutions, LLC | 30.2K | $4.25M | −$242.4K | Cut−$1.02M |
| Rockefeller Capital Management L.P. | 29.7K | $4.2M | −$212.5K | Added$15.5K |
| Steward Partners Investment Advisory, LLC | 29K | $4.1M | −$216.4K | Cut−$165.8K |
| GeoWealth Management, LLC | 28.8K | $4.07M | −$213.5K | Cut−$134.2K |
| BROWN ADVISORY INC | 28.5K | $4.03M | −$149.8K | Added$1.08M |
| RFG Advisory, LLC | 28.1K | $3.97M | −$212.2K | Cut−$214.8K |
| CreativeOne Wealth, LLC | 27.4K | $3.88M | −$195.9K | Added$17.6K |
| Weil Company, Inc. | 27.3K | $3.86M | −$172.5K | Added$455.4K |
| Equitable Holdings, Inc. | 25.5K | $3.79M | −$4.48K | Cut−$11.9K |
| True Blue Financial, LLC | 26.6K | $3.76M | −$192.9K | Cut−$45.5K |
| Balance Wealth, LLC | 26.1K | $3.69M | −$197.2K | Cut−$253K |
| WealthPlan Investment Management, LLC | 25.8K | $3.65M | −$194.7K | Cut−$191.7K |
| Moment Partners, LLC | 24.9K | $3.52M | −$187.9K | Cut−$201.5K |
| Jordan Park Group LLC | 24.7K | $3.5M | −$182.1K | Cut−$92.3K |
| Foster Group, Inc. | 24.7K | $3.49M | −$186.5K | Cut−$274.3K |
| ELEVATION WEALTH PARTNERS, LLC | 24.6K | $3.48M | −$185.6K | Cut−$175.3K |
| STIFEL FINANCIAL CORP | 24.1K | $3.41M | −$182.2K | Cut−$329.8K |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 24.1K | $3.4M | −$181.5K | Cut−$172.6K |
| FLC Capital Advisors | 24K | $3.39M | −$181.2K | Cut−$196.7K |
| Savant Capital, LLC | 23.7K | $3.35M | −$179.1K | Cut−$362.7K |
| HB Wealth Management, LLC | 23.6K | $3.33M | −$178.3K | Cut−$192.8K |
| WT Wealth Management | 23.5K | $3.33M | −$177.8K | Cut−$601.6K |
| Opes Wealth Management LLC | 23.3K | $3.3M | −$175.8K | Cut−$165.9K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 21.2K | $3.29M | $20.6K | Added$2.45M |
| SOFI WEALTH, LLC | 23.1K | $3.27M | −$140.6K | Added$502.4K |
| MA Private Wealth | 23.1K | $3.27M | −$174.7K | Cut−$189.1K |
| IEQ CAPITAL, LLC | 22.7K | $3.22M | −$171.9K | Cut−$228.1K |
| Bank of New York Mellon Corp | 22.6K | $3.19M | −$170.5K | Cut−$5.04M |
| Gilbert Capital Group, Inc. | 22.5K | $3.18M | −$170.2K | Cut−$413.2K |
| Integris Wealth Management, LLC | 22.4K | $3.17M | −$169.3K | Cut−$324.8K |
| Davis Wealth Advisors, LLC | 22.4K | $3.17M | −$166.8K | Cut−$122K |
| SigFig Wealth Management, LLC | 22.3K | $3.15M | −$167.6K | Cut−$149.8K |
| Garde Capital, Inc. | 22.1K | $3.12M | −$166.5K | Cut−$157K |
| REGIONS FINANCIAL CORP | 21.9K | $3.1M | −$165.7K | Cut−$333.9K |
| Blue Trust, Inc. | 21.6K | $3.06M | −$163.4K | Cut−$342.5K |
| KPP Advisory Services LLC | 21.4K | $3.02M | — | New |
| PFG Investments, LLC | 21.2K | $3M | −$159.6K | Cut−$148.6K |
| Pure Financial Advisors, LLC | 21.1K | $2.98M | −$115.1K | Added$708.2K |
| Lifelong Wealth Advisors, Inc. | 21K | $2.98M | −$159.2K | Cut−$161.7K |
| EP Wealth Advisors, LLC | 20.5K | $2.89M | −$152.1K | Cut−$102.2K |
| Compound Planning, Inc. | 20.4K | $2.88M | −$126.9K | Added$380.8K |
| Pioneer Wealth Management Group | 20.3K | $2.88M | −$143.5K | Added$46.7K |
| HF Advisory Group, LLC | 20.1K | $2.84M | −$151.7K | Cut−$197.3K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 19.9K | $2.81M | −$146.4K | Cut−$76.4K |
| XTX Topco Ltd | 19.7K | $2.78M | −$18.1K | Added$2.42M |
| Integrity Advisory Solutions, LLC | 19.6K | $2.77M | −$147.9K | Cut−$187.5K |
| JOURNEY STRATEGIC WEALTH LLC | 19.4K | $2.74M | −$146.5K | Cut−$207.7K |
| Pathstone Holdings, LLC | 19.3K | $2.72M | −$145.5K | Cut−$145.5K |
| Leo Wealth, LLC | 18.9K | $2.67M | −$138.9K | Cut−$68.6K |
| Independent Advisor Alliance | 18.8K | $2.65M | −$33.6K | Added$1.99M |
| Brooklyn FI, LLC | 18.7K | $2.64M | −$141.3K | Cut−$165K |
| Cascade Financial Partners, LLC | 18.5K | $2.62M | −$139.9K | Cut−$139.9K |
| FIRST HORIZON CORP | 18.5K | $2.61M | −$139.8K | Cut−$224.3K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 18.5K | $2.61M | −$139.6K | Cut−$328.3K |
| Ridgeline Wealth, LLC | 18.4K | $2.6M | −$138.9K | Cut−$1.24M |
| FRANKLIN RESOURCES INC | 18.3K | $2.58M | −$134.8K | Cut−$72.3K |
| Focus Financial Network, Inc. | 18.2K | $2.57M | −$137.7K | Cut−$365.5K |
| Icon Wealth Advisors, LLC | 16.6K | $2.57M | $99.4K | Added$105.1K |
| AE Wealth Management LLC | 18K | $2.54M | −$113.9K | Added$301.2K |
| CGN Advisors LLC | 18K | $2.54M | −$135.8K | Cut−$182.7K |
| MGO ONE SEVEN LLC | 17.8K | $2.52M | −$134.4K | Cut−$132.9K |
| Forthright Family Wealth Advisory LLC | 21.7K | $2.49M | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17.6K | $2.49M | −$133.3K | Cut−$348.3K |
| Higgins & Schmidt Wealth Strategies LLC | 17.6K | $2.48M | −$131.9K | Cut−$114.3K |
| Annis Gardner Whiting Capital Advisors, LLC | 17.5K | $2.48M | −$132.4K | Cut−$132.4K |
| DIVERSIFIED TRUST CO | 17.3K | $2.45M | −$130.8K | Cut−$130.8K |
| Fingerlakes Wealth Management, Inc. | 17.3K | $2.44M | −$130.7K | Cut−$141.6K |
| Mirae Asset Global Investments Co., Ltd. | 17.2K | $2.44M | −$130.3K | Cut−$4.56M |
| White Lighthouse Investment Management Inc. | 17.2K | $2.43M | −$129.6K | Cut−$122.5K |
| Concurrent Investment Advisors, LLC | 17.1K | $2.42M | −$110.6K | Added$233K |
| MAI Capital Management | 17K | $2.41M | −$128.9K | Cut−$208K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 16.8K | $2.38M | −$127.2K | Cut−$127.2K |
| TD Waterhouse Canada Inc. | 16.5K | $2.36M | −$107.2K | Cut−$161.2K |
| ONE Advisory Partners, LLC | 16.5K | $2.33M | −$124.6K | Cut−$220.5K |
| Spectrum Asset Management, Inc. (NB/CA) | 16.3K | $2.31M | −$114.5K | Added$53.2K |
| SOL Capital Management CO | 18.9K | $2.3M | — | New |
| Snowden Capital Advisors LLC | 16.2K | $2.29M | −$122.5K | Cut−$165.9K |
| Perennial Investment Advisors, LLC | 16K | $2.26M | −$119.9K | Cut−$96.1K |
| Regal Investment Advisors LLC | 15.8K | $2.23M | −$119.3K | Cut−$139.7K |
| Sequoia Financial Advisors, LLC | 15.7K | $2.21M | −$96.3K | Added$315.4K |
| Madrid Wealth Management, LLC | 15.4K | $2.18M | −$116.5K | Cut−$140.4K |
| J.W. COLE ADVISORS, INC. | 15.3K | $2.17M | −$104.3K | Cut−$63.6K |
| Apollon Wealth Management, LLC | 15.3K | $2.16M | −$115.5K | Cut−$224.3K |
| Arkadios Wealth Advisors | 15K | $2.12M | −$101.6K | Added$112.1K |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 14.9K | $2.11M | −$112.8K | Cut−$111.8K |
| BEACON FINANCIAL GROUP | 14.8K | $2.1M | −$110.6K | Cut−$83.1K |
| TIAA TRUST, NATIONAL ASSOCIATION | 14.8K | $2.09M | −$125.5K | Cut−$895.2M |
| Mayflower Financial Advisors, LLC | 14.8K | $2.09M | −$111.7K | Cut−$123.5K |
| SYM FINANCIAL Corp | 14.7K | $2.08M | −$111.3K | Cut−$153.3K |
| 1ST SOURCE BANK | 14.5K | $2.05M | −$109.4K | Cut−$166.8K |
| Vision Capital Management, Inc. | 14.4K | $2.04M | −$108.9K | Cut−$144.4K |
| NEPC LLC | 13.9K | $1.97M | −$105.1K | Cut−$105.1K |
| Boulder Wealth Advisors, LLC | 13.7K | $1.93M | −$103.3K | Cut−$3.32M |
| Acropolis Investment Management, LLC | 13.6K | $1.92M | −$102.6K | Cut−$108.5K |
| GFS Advisors, LLC | 13.5K | $1.91M | −$102.1K | Cut−$102.1K |
| RHS Financial, LLC | 13.4K | $1.9M | −$101.5K | Cut−$110.9K |
| Avidian Wealth Enterprises, LLC | 13.2K | $1.87M | −$99.9K | Cut−$107.8K |
| BlueStem Wealth Partners, LLC | 13.1K | $1.86M | −$98.5K | Cut−$80K |
| DAVENPORT & Co LLC | 13K | $1.84M | −$98.1K | Cut−$137.8K |
| Grey Ledge Advisors, LLC | 12.9K | $1.82M | −$97.3K | Cut−$169.6K |
| Morling Financial Advisors, LLC | 12.8K | $1.81M | −$94.7K | Cut−$57.7K |
| Cranbrook Wealth Management, LLC | 12.7K | $1.8M | −$94.4K | Cut−$60.6K |
| Allworth Financial LP | 12.7K | $1.8M | −$96.2K | Cut−$111.8K |
| Mendel Capital Management LLC | 12.6K | $1.79M | — | Held |
| WIT, LLC | 12.5K | $1.76M | −$94.3K | Cut−$94.3K |
| Chicago Partners Investment Group LLC | 11.3K | $1.75M | $51.1K | Added$61K |
| Strategic Point Investment Advisors, LLC | 12.3K | $1.74M | −$92.9K | Cut−$151.1K |
| World Investment Advisors | 12.3K | $1.74M | −$92.3K | Cut−$83.8K |
| Simplicity Wealth,LLC | 12.2K | $1.73M | −$92.3K | Cut−$223.7K |
| OpenArc Corporate Advisory, LLC | 11.9K | $1.69M | −$78.1K | Added$150.1K |
| BLAIR WILLIAM & CO/IL | 11.8K | $1.66M | −$89K | Cut−$205.6K |
| Ipsen Advisor Group LLC | 11.5K | $1.63M | −$87.1K | Cut−$119.9K |
| Ramiah Investment Group | 11.5K | $1.63M | −$87.1K | Cut−$212.1K |
| Sage Mountain Advisors LLC | 11.5K | $1.62M | −$86.8K | Cut−$86.8K |
| GenTrust, LLC | 11.3K | $1.6M | −$85.6K | Cut−$351.1K |
| Patriot Financial Group Insurance Agency, LLC | 11.3K | $1.6M | −$43.8K | Added$736.8K |
| Charter Oak Capital Management, LLC | 11.1K | $1.57M | −$83.9K | Cut−$83.9K |
| Gateway Wealth Partners, LLC | 11K | $1.55M | −$27.2K | Added$1.02M |
| Scott Capital Advisors, LLC | 10.5K | $1.55M | −$15.7K | Cut−$12.5K |
| Sowell Financial Services LLC | 10.9K | $1.55M | −$82.3K | Cut−$75.3K |
| Bogart Wealth, LLC | 10.8K | $1.52M | −$81.4K | Cut−$549.4K |
Who left
- NewEdge Advisors, LLC$17.4M
- AXXCESS WEALTH MANAGEMENT, LLC$8.65M
- Valeo Financial Advisors, LLC$6.94M
- NEUBERGER BERMAN GROUP LLC$5.41M
- TrueWealth Financial Partners$3.81M
- JANE STREET GROUP, LLC$3.08M
- Diversify Advisory Services, LLC$2.85M
- Renaissance Technologies$2.62M
- Banco BTG Pactual S.A.$1.94M
- StoneX Group Inc.$1.04M
- IFG Advisory, LLC$875.8K
- Rothschild Wealth LLC$746.2K
- GRIMES & Co WEALTH MANAGEMENT, LLC$523.6K
- Payne Capital LLC$454.7K
- Qube Research & Technologies Ltd$414.9K
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.