Stock
Reported value
$7.7B
Holders
739
+57 new · −26 exited
Holders’ est. mark
$14.1M
Price effect on 241 books still in the name
Largest holder
$900.9M
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $379.9M
- Icahn Capital0.0% · $531.4K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 9.42M | $900.9M | $4.99M | Cut−$119.7M |
| JPMORGAN CHASE & CO | 7.79M | $721M | −$19.6M | Cut−$48M |
| Empower Advisory Group, LLC | 5.47M | $523.4M | $2.9M | Cut−$100.6M |
| NORTHERN TRUST CORP | 4.71M | $450.5M | $2.5M | Added$2.61M |
| MORGAN STANLEY | 4.33M | $414.1M | $2.3M | Cut−$3.56M |
| Fidelity | 3.97M | $379.9M | $1.92M | Added$35.2M |
| TIAA Wealth Investment Management LLC | 2.87M | $266.1M | — | Held |
| GOLDMAN SACHS GROUP INC | 1.81M | $173.5M | $779.3K | Added$33.7M |
| UBS Group AG | 1.55M | $147.9M | $648K | Added$31.6M |
| WELLS FARGO & COMPANY/MN | 1.52M | $145.5M | $806.2K | Cut−$22.2M |
| ENVESTNET ASSET MANAGEMENT INC | 1.48M | $141.8M | $764.5K | Added$4.64M |
| MERCER GLOBAL ADVISORS INC /ADV | 1.43M | $137M | $1.37M | Added$7.39M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.23M | $118.1M | $636.9K | Added$3.8M |
| Wealthfront Advisers LLC | 1.21M | $115.6M | $640.5K | Cut−$3.05M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 1.11M | $106.2M | $588.8K | Cut−$19.5M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1.06M | $101.3M | — | Held |
| SPINNAKER TRUST | 1.05M | $100.2M | $555.4K | Added$94.5K |
| AMERIPRISE FINANCIAL INC | 1M | $95.9M | $465.4K | Added$5.4M |
| PNC Financial Services Group, Inc. | 947.4K | $90.6M | $437.8K | Added$12M |
| LPL Financial LLC | 907.4K | $86.8M | $421.5K | Added$11.2M |
| BlackRock, Inc. | 853.4K | $81.6M | $451.4K | Added$609.8K |
| US BANCORP \DE\ | 833.8K | $79.5M | $167.8K | Added$9.22M |
| COMMONWEALTH EQUITY SERVICES, LLC | 819.9K | $78.4M | $428.7K | Added$1.49M |
| Fiduciary Trust Co | 643.8K | $61.6M | $326.9K | Added$2.91M |
| FIFTH THIRD BANCORP | 624K | $59.7M | $323.5K | Added$1.63M |
| EP Wealth Advisors, LLC | 619K | $59.2M | $328.2K | Added$151.9K |
| Creative Planning | 595.7K | $57M | $296.7K | Added$3.72M |
| HighTower Advisors, LLC | 522.2K | $49.9M | $275.1K | Added$561.2K |
| ROYAL BANK OF CANADA | 488.8K | $46.7M | $259.8K | Cut−$3.27M |
| M&T Bank Corp | 449.4K | $43M | $238.2K | Cut−$10.9M |
| MISSION WEALTH MANAGEMENT, LP | 439K | $42M | $228.9K | Added$919.2K |
| IMPACTfolio, LLC | 420.1K | $40.2M | $211.7K | Added$2.2M |
| JANE STREET GROUP, LLC | 381.6K | $36.5M | $202.3K | Cut−$96.4M |
| SEI INVESTMENTS CO | 369.1K | $35.3M | $195.7K | Cut−$868.3K |
| Beacon Pointe Advisors, LLC | 368.7K | $35.3M | $113.8K | Added$14.8M |
| D.A. DAVIDSON & CO. | 353.1K | $33.8M | $187.2K | Cut−$853.7K |
| Bond & Devick Financial Network, Inc. | 335.8K | $32.1M | $178K | Cut−$258.4K |
| Corient Private Wealth LLC | 318.9K | $30.5M | $161.2K | Added$1.54M |
| Mariner, LLC | 318.6K | $30.5M | $160.2K | Added$1.67M |
| High Note Wealth, LLC | 314.5K | $30.1M | $166.7K | Added$11.2K |
| Composition Wealth, LLC | 303.6K | $29M | $157K | Added$863.6K |
| EASTERN BANK | 298.7K | $28.6M | $149.5K | Added$1.74M |
| Ally Invest Advisors Inc. | 290.2K | $27.7M | $150K | Added$837K |
| AlTi Global, Inc. | 285.6K | $27.3M | $148.5K | Added$671K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 281.8K | $26.9M | $149.4K | Added$124.5K |
| Clearstead Advisors, LLC | 262.2K | $25.1M | $801 | Added$24.9M |
| RAYMOND JAMES FINANCIAL INC | 259K | $24.8M | $137.2K | Cut−$414.8K |
| MML INVESTORS SERVICES, LLC | 255.6K | $24.4M | $135.4K | Cut−$1.03M |
| Forefront Analytics, LLC | 254.4K | $24.3M | $111.9K | Added$4.25M |
| Bank of New York Mellon Corp | 249.8K | $23.9M | $56K | Added$13.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 244.7K | $23.4M | −$421.4K | Cut−$1.14M |
| KEYBANK NATIONAL ASSOCIATION/OH | 243.3K | $23.3M | $128.9K | Cut−$2.74M |
| BLAIR WILLIAM & CO/IL | 231.5K | $22.1M | $113.1K | Added$1.85M |
| JONES FINANCIAL COMPANIES LLLP | 238.9K | $22M | −$573.3K | Added$2.74M |
| LFA - Lugano Financial Advisors SA | 229.6K | $21.9M | $121.7K | Added$121.7K |
| Stanich Group LLC | 219K | $20.9M | $111.8K | Added$821.2K |
| MATHER GROUP, LLC. | 216.9K | $20.7M | $113.4K | Added$408.3K |
| Ellevest, Inc. | 215.6K | $20.6M | $109.5K | Added$974.7K |
| Steward Partners Investment Advisory, LLC | 204K | $19.5M | $102.4K | Added$1.13M |
| Howland Capital Management LLC | 203.8K | $19.5M | $107.8K | Added$146.1K |
| FinArc Investments, Inc. | 188.5K | $18M | — | Held |
| Baird Financial Group, Inc. | 185.6K | $17.7M | $96.8K | Added$372.6K |
| Private Advisor Group, LLC | 181.9K | $17.4M | $83.4K | Added$2.44M |
| ALLIANCEBERNSTEIN L.P. | 177.5K | $16.9M | $0 | Added$4.83M |
| Windsor Capital Management, LLC | 175.7K | $16.8M | $93.2K | Cut−$405.9K |
| Financial Engines Advisors L.L.C. | 164.1K | $15.7M | $84.6K | Added$506.7K |
| Modera Wealth Management, LLC | 148.2K | $14.2M | $78.6K | Cut−$45.1K |
| STIFEL FINANCIAL CORP | 137.5K | $13.1M | $66.9K | Added$1.14M |
| Shira Ridge Wealth Management | 136.3K | $13M | $72.3K | Added$48.8K |
| Sand Hill Global Advisors, LLC | 131.6K | $12.6M | $68.6K | Added$277.9K |
| Wealth Architects, LLC | 131.1K | $12.5M | $68.5K | Added$237.9K |
| Cetera Investment Advisers | 129.2K | $12.3M | $66.4K | Added$435.5K |
| Envestnet Portfolio Solutions, Inc. | 127K | $12.1M | $67.3K | Cut−$341K |
| Alesco Advisors LLC | 123.5K | $11.8M | $65.4K | Cut−$798.7K |
| FRANKLIN RESOURCES INC | 118.2K | $11.3M | $61.9K | Added$197.1K |
| Impact Investors, Inc | 118.1K | $11.3M | $62.6K | Cut−$146.2K |
| Mirae Asset Global Investments Co., Ltd. | 115.6K | $11.1M | $61.3K | Cut−$1.18M |
| Fund Evaluation Group, LLC | 113.4K | $10.8M | $60.1K | Cut−$1.64M |
| Roof Eidam Maycock Peralta, LLC | 113.3K | $10.8M | $60.1K | Added$31.5K |
| TRUIST FINANCIAL CORP | 112.2K | $10.7M | $54K | Added$1.04M |
| Rockefeller Capital Management L.P. | 103.2K | $9.87M | $51.7K | Added$581.3K |
| Wealthspire Advisors, LLC | 101.5K | $9.7M | $53.8K | Cut−$1.58M |
| Advisory Services Network, LLC | 98.8K | $9.45M | $49.7K | Added$522.4K |
| PRINCIPAL FINANCIAL GROUP INC | 94.9K | $9.07M | $34.1K | Added$2.96M |
| HB Wealth Management, LLC | 92.9K | $8.89M | $47.6K | Added$340.9K |
| Laurel Wealth Planning LLC | 92.6K | $8.85M | $48.6K | Added$133.6K |
| Orgel Wealth Management, LLC | 90.7K | $8.67M | $30.7K | Added$3.16M |
| Robertson Stephens Wealth Management, LLC | 89.9K | $8.6M | $47.7K | Cut−$176.6K |
| Cerity Partners LLC | 86.4K | $8.26M | $43.8K | Added$402.3K |
| Apella Capital, LLC | 77.9K | $8.02M | $616.2K | Added$467K |
| Facet Wealth, Inc. | 81.7K | $7.81M | −$355K | Cut−$5.27K |
| One Capital Management, LLC | 77.7K | $7.43M | $33.3K | Added$1.45M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 75.5K | $7.22M | $8.52K | Added$5.69M |
| JNBA Financial Advisors | 74.6K | $7.14M | $37.3K | Added$450.9K |
| Mascoma Wealth Management LLC | 73.1K | $6.99M | $35.9K | Added$561.1K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 71.1K | $6.8M | $35K | Added$522K |
| Relyea Zuckerberg Hanson LLC | 68.8K | $6.58M | $36.3K | Added$65.2K |
| Focus Partners Wealth | 67.8K | $6.51M | $54.2K | Added$740K |
| Ethic Inc. | 67.6K | $6.46M | — | New |
| Xena Financial Planning, LLC | 65.9K | $6.3M | $32.5K | Added$468.5K |
| Centennial Bank/AR/ | 64.8K | $6.2M | $12.8K | Added$3.9M |
| Quent Capital, LLC | 64K | $6.12M | $33.6K | Added$92.7K |
| Accredited Investors Inc. | 63.5K | $6.07M | $33.6K | Cut−$21.4K |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 63.1K | $6.03M | $33.4K | Cut−$642.9K |
| NorthRock Partners, LLC | 62.6K | $5.99M | $33.2K | Cut−$153.4K |
| CITIZENS FINANCIAL GROUP INC/RI | 62.3K | $5.96M | $33.1K | Cut−$214.8K |
| Farther Finance Advisors, LLC | 59.7K | $5.8M | $87.3K | Added$1.96M |
| CENTRAL TRUST Co | 60.5K | $5.79M | $32K | Cut−$446.8K |
| WRAPMANAGER INC | 60.4K | $5.78M | $29.9K | Added$411.3K |
| OPPENHEIMER ASSET MANAGEMENT INC. | 59.8K | $5.71M | $31.7K | Added$31.8K |
| Kestra Advisory Services, LLC | 58.5K | $5.59M | $30.1K | Added$210.7K |
| Fisher Asset Management, LLC | 57.9K | $5.54M | $30.7K | Cut−$97.1K |
| BSW Wealth Partners | 55.4K | $5.3M | $29.4K | Cut−$127.2K |
| RVW Wealth, LLC | 55.2K | $5.28M | $29.2K | Cut−$256.2K |
| OSAIC HOLDINGS, INC. | 54.4K | $5.21M | $28.5K | Cut−$1.17M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 52.2K | $4.99M | $27.6K | Added$36.5K |
| Cresset Asset Management, LLC | 52K | $4.97M | $26.9K | Added$153.7K |
| Garde Capital, Inc. | 49.5K | $4.73M | $25.7K | Added$112.1K |
| Savant Capital, LLC | 49.1K | $4.69M | $26K | Cut−$269.2K |
| Modern Wealth Management, LLC | 46.7K | $4.55M | $100.9K | Cut−$820K |
| CITIGROUP INC | 47.3K | $4.53M | $25.1K | Added$26.4K |
| Pitcairn Wealth Advisors LLC | 45.5K | $4.33M | $1 | Added$1 |
| Balanced Rock Investment Advisors LLC | 45.1K | $4.31M | $23.8K | Added$32.9K |
| &PARTNERS | 44.8K | $4.28M | $24K | Cut−$432.1K |
| Blue Sky Capital Consultants Group, Inc. | 42.7K | $4.08M | $22.2K | Added$91.7K |
| NOTTINGHAM ADVISORS, INC. | 42.5K | $4.07M | $22.3K | Added$57.5K |
| Legacy Edge Advisors, LLC | 42.2K | $4.04M | $20.3K | Added$393.4K |
| Midwest Financial Partners Investments, Inc. | 42.1K | $4.03M | $20.9K | Added$282.2K |
| Veridan Wealth LLC | 41.4K | $3.96M | $21.4K | Added$121.7K |
| Brio Consultants, LLC | 39K | $3.93M | $215K | Added$372K |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 41K | $3.92M | $21.8K | Cut−$39K |
| Integris Wealth Management, LLC | 40.3K | $3.86M | $21.3K | Cut−$156.7K |
| Heritage Wealth Advisors | 40.1K | $3.83M | $20.5K | Added$162.8K |
| GeoWealth Management, LLC | 39.5K | $3.77M | $20.9K | Cut−$474.7K |
| Decker Retirement Planning Inc. | 39.3K | $3.75M | $19.3K | Added$293K |
| AXXCESS WEALTH MANAGEMENT, LLC | 39.1K | $3.73M | $20.7K | Cut−$188.4K |
| eCIO, Inc. | 38.7K | $3.7M | $15.3K | Added$963.7K |
| CANANDAIGUA NATIONAL CORP | 38.4K | $3.67M | — | Held |
| Pine Haven Investment Counsel, Inc | 38.3K | $3.66M | $18.9K | Added$272.3K |
| Hamrick Investment Counsel, llc | 37.7K | $3.6M | $16.7K | Added$610.5K |
| Affiance Financial, LLC | 37.5K | $3.58M | $15.3K | Added$836.9K |
| Dunhill Financial, LLC | 37.1K | $3.55M | $19K | Added$131.1K |
| Dorsey & Whitney Trust CO LLC | 37K | $3.54M | $19.6K | Added$19.6K |
| BAILARD, INC. | 36.7K | $3.5M | $18.7K | Added$149.4K |
| Plancorp, LLC | 34.8K | $3.5M | $193.3K | Added$136.5K |
| CAPTRUST FINANCIAL ADVISORS | 36.2K | $3.46M | $18.9K | Added$67.8K |
| Sincerus Advisory, LLC | 35.9K | $3.43M | $17.9K | Added$222.2K |
| HILLTOP WEALTH ADVISORS, LLC | 35.7K | $3.41M | $18.9K | Added$22.1K |
| Midwest Trust Co | 35.3K | $3.38M | $17.7K | Added$198K |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 34.9K | $3.34M | $18.4K | Added$47.8K |
| GC Wealth Management RIA, LLC | 34.1K | $3.26M | $18.1K | Cut−$33K |
| Federation des caisses Desjardins du Quebec | 34K | $3.25M | $18K | Cut−$689.9K |
| Aptus Capital Advisors, LLC | 33.6K | $3.22M | $17.7K | Added$34.6K |
| Vision Capital Management, Inc. | 33.5K | $3.2M | $17.8K | Cut−$57K |
| Klaas Financial Asset Advisors, LLC | 33.2K | $3.17M | — | New |
| CRUX WEALTH ADVISORS | 33.1K | $3.17M | $17.6K | Cut−$6.68K |
| GOULD ASSET MANAGEMENT LLC /CA/ | 32.8K | $3.13M | $16.8K | Added$112.1K |
| WIT, LLC | 32.3K | $3.09M | $17.1K | Added$17.1K |
| Montis Financial, LLC | 32.3K | $3.08M | $16.7K | Added$95.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32.2K | $3.08M | $17.1K | Cut−$20.7M |
| Baron Financial Group, LLC | 32.1K | $3.07M | $17K | Cut−$62.9K |
| WESBANCO BANK INC | 31.1K | $2.98M | $15.8K | Added$146.2K |
| Neumann Capital Management, LLC | 30.8K | $2.94M | $16.1K | Added$42.9K |
| Annis Gardner Whiting Capital Advisors, LLC | 30.4K | $2.9M | $16.1K | Added$16.1K |
| BROWN BROTHERS HARRIMAN & CO | 29.8K | $2.85M | $14.8K | Added$184.5K |
| McKinley Carter Wealth Services, Inc. | 29.5K | $2.82M | $15.6K | Cut−$220.1K |
| One Wealth Advisors, LLC | 29.4K | $2.81M | $15.6K | Cut−$26K |
| WealthShield Partners, LLC | 29.3K | $2.8M | $14.2K | Added$240.7K |
| IMA Advisory Services, Inc. | 28.9K | $2.76M | $15.3K | Added$15.3K |
| SOA Wealth Advisors, LLC. | 27.9K | $2.67M | $14.8K | Cut−$97.7K |
| RTD Financial Advisors, Inc. | 27.8K | $2.66M | $14.3K | Added$103K |
| JMG Financial Group, Ltd. | 27.7K | $2.65M | $14.7K | Added$19K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 27.1K | $2.6M | $14.4K | Added$14.4K |
| Torren Management, LLC | 27.1K | $2.59M | $14.3K | Cut−$89.1K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 26.8K | $2.56M | — | New |
| Brooklyn FI, LLC | 26.7K | $2.56M | $14.2K | Cut−$4.56K |
| DIVERSIFIED TRUST CO | 26.7K | $2.55M | $14.2K | Added$4.18K |
| Merit Financial Group, LLC | 26.3K | $2.52M | $14K | Cut−$234.2K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 26.1K | $2.5M | $13.8K | Cut−$196.8K |
| Brookstone Capital Management | 26.1K | $2.49M | $13.2K | Added$128K |
| CIBC Bancorp USA Inc. | 26.1K | $2.49M | — | Held |
| CHOREO, LLC | 26K | $2.49M | $2.34K | Cut−$10.2K |
| Haverford Trust Co | 25.9K | $2.48M | $13.7K | Added$10.4K |
| Integrated Wealth Concepts LLC | 25.7K | $2.46M | $4.67K | Added$1.62M |
| True Blue Financial, LLC | 25.5K | $2.44M | $13.5K | Added$7.8K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 25.3K | $2.42M | $13.4K | Added$2.26K |
| rebel Financial LLC | 25.1K | $2.4M | $13.3K | Cut−$105.7K |
| Wingate Wealth Advisors, Inc. | 25K | $2.39M | $12.6K | Added$120.5K |
| Cranbrook Wealth Management, LLC | 24.9K | $2.38M | $13.1K | Cut−$48.3K |
| TriaGen Wealth Management LLC | 24.7K | $2.36M | $13.1K | Cut−$24.6K |
| Charter Oak Capital Management, LLC | 23.9K | $2.28M | $12.7K | Cut−$91.8K |
| Alaska Wealth Advisors, LLC | 23.9K | $2.28M | $12.6K | Cut−$307K |
| Pioneer Wealth Management Group | 23.7K | $2.26M | $12.5K | Cut−$197.2K |
| CFM WEALTH PARTNERS LLC | 23.5K | $2.25M | $12.5K | Added$12.5K |
| BigSur Wealth Management LLC | 23K | $2.2M | $12.2K | Added$12.2K |
| OLIO Financial Planning | 22.6K | $2.16M | $12K | Added$14.9K |
| Compound Planning, Inc. | 21.2K | $2.03M | $7.81K | Added$632.9K |
| Sanctuary Advisors, LLC | 21.1K | $2.02M | $11.2K | Cut−$393.4K |
| Freestone Capital Holdings, LLC | 20.9K | $2M | $11.1K | Cut−$947.3K |
| Aureum Wealth Management, LLC | 20.5K | $1.96M | $8.87K | Added$365.1K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 20.2K | $1.93M | $10.7K | Added$3.14K |
| FIRST FINANCIAL BANK - TRUST DIVISION | 20.2K | $1.93M | $10.7K | Cut−$6.24K |
| Chicago Partners Investment Group LLC | 18.9K | $1.9M | $32.4K | Added$111K |
| NATIONAL BANK OF CANADA /FI/ | 19.6K | $1.89M | $29.8K | Added$29.8K |
| ASSETMARK, INC | 19.7K | $1.88M | $10.3K | Added$37.6K |
| VICUS CAPITAL | 19.6K | $1.88M | $8.97K | Added$269.3K |
| BIRCHBROOK, INC. | 19.6K | $1.87M | $10.4K | Cut−$29.2K |
| Private Wealth Management Group, LLC | 19K | $1.81M | $9.99K | Added$22.3K |
| PLANNING ALTERNATIVES LTD /ADV | 18.9K | $1.81M | $9.36K | Added$129.2K |
| Madrid Wealth Management, LLC | 18.9K | $1.8M | $10K | Added$10K |
| Values Added Financial LLC | 18.7K | $1.79M | $9.92K | Added$5.17K |
| Weil Company, Inc. | 18K | $1.73M | $8.29K | Added$237.8K |
| Equitable Holdings, Inc. | 17.8K | $1.69M | $67 | Added$19.3K |
| Acropolis Investment Management, LLC | 17.6K | $1.68M | $9.33K | Added$1.25K |
| White Lighthouse Investment Management Inc. | 17.5K | $1.68M | $9.26K | Added$15.5K |
| MAI Capital Management | 17.5K | $1.68M | $9.25K | Added$1.55K |
| ELEVATION WEALTH PARTNERS, LLC | 17.5K | $1.67M | $9.25K | Added$13.7K |
| Summit Wealth Group, LLC | 17.3K | $1.66M | $9.19K | Cut−$33K |
| Johnson Financial Group, LLC | 17.2K | $1.64M | $9.11K | Added$9.11K |
| Trilogy Capital Inc. | 17.1K | $1.64M | $8.41K | Added$129.8K |
| Pure Financial Advisors, LLC | 16.8K | $1.6M | $8.76K | Added$31.9K |
| Richard P Slaughter Associates Inc | 16.7K | $1.6M | $8.69K | Added$35.6K |
| CGN Advisors LLC | 16.6K | $1.59M | $8.81K | Cut−$34.7K |
| Birchwood Financial Partners, Inc. | 16.5K | $1.57M | $8.69K | Added$3.27K |
| Vanguard Personalized Indexing Management, LLC | 16.4K | $1.57M | — | New |
| Parallel Advisors, LLC | 16.2K | $1.55M | $8.61K | Cut−$54.3K |
| Williams & Novak, LLC | 15.9K | $1.55M | $34.4K | Added$5.38K |
| Portland Global Advisors LLC | 16.1K | $1.54M | $8.55K | Cut−$12.8K |
| WealthCollab, LLC | 15.8K | $1.51M | $8.38K | Added$8.38K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15.8K | $1.51M | $6.25K | Cut−$3.73K |
| Werba Rubin Papier Wealth Management | 15.7K | $1.5M | $5.99K | Added$430.7K |
| Coastline Trust Co | 15.5K | $1.48M | $7.79K | Added$84.9K |
| Sequoia Financial Advisors, LLC | 15.5K | $1.48M | $8.18K | Cut−$68.9K |
| HARBOUR INVESTMENTS, INC. | 15.5K | $1.48M | $8.16K | Added$31.3K |
| Caliber Wealth Management, LLC / KS | 14.8K | $1.41M | $7.54K | Added$61.4K |
| Stratos Wealth Partners, LTD. | 14.7K | $1.4M | $7.21K | Added$117.2K |
| Sage Advisory Services, Ltd.Co. | 14.6K | $1.4M | $8.1K | Cut−$65K |
| Focus Partners Advisor Solutions, LLC | 14.6K | $1.38M | −$4.82K | Cut−$509.1K |
| Elwood & Goetz Wealth Advisory Group, LLC | 14.3K | $1.37M | $7.58K | Cut−$600 |
| Schneider Downs Wealth Management Advisors, LP | 14.2K | $1.36M | $7.44K | Added$25.8K |
| Wescott Financial Advisory Group, LLC | 14.1K | $1.34M | $7.45K | Cut−$5.96K |
| Falcon Wealth Planning | 14K | $1.34M | $7.44K | Cut−$3.31K |
| TIAA TRUST, NATIONAL ASSOCIATION | 13.9K | $1.33M | $2.91K | Cut−$380.7M |
| HUNTINGTON NATIONAL BANK | 13.9K | $1.33M | $7.29K | Added$21.6K |
| BROWN ADVISORY INC | 13.9K | $1.33M | $7.37K | Cut−$79.5K |
| Armbruster Capital Management, Inc. | 13.8K | $1.32M | $6.46K | Added$159.5K |
| A&I FINANCIAL SERVICES, LLC | 13.6K | $1.3M | $7.2K | Cut−$34.9K |
| Avise Financial Cooperative, Inc. | 13.3K | $1.28M | $6.46K | Added$118.7K |
| NEPC LLC | 13.3K | $1.28M | $7.07K | Added$7.07K |
| Aprio Wealth Management, LLC | 13.3K | $1.27M | $7.06K | Added$2.59K |
Who left
- Citadel$36.4M
- NewEdge Advisors, LLC$8.39M
- TrueWealth Financial Partners$2.42M
- Quadrature Capital Ltd$2.2M
- Valeo Financial Advisors, LLC$822.8K
- Diversify Advisory Services, LLC$596K
- GTS SECURITIES LLC$548.7K
- Frank, Rimerman Advisors LLC$509.3K
- BARCLAYS PLC$390.9K
- Talisman Wealth Advisors LLC$279.1K
- Renaissance Technologies$275.8K
- Vested Financial Planning, LLC$259.7K
- Spectrum Financial Alliance Ltd LLC$256.7K
- Maia Wealth LLC$214.9K
- NATIONS FINANCIAL GROUP INC, /IA/ /ADV$210.7K
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.