Stock
Reported value
$548.9M
Holders
194
+20 new · −12 exited
Holders’ est. mark
−$35.6M
Price effect on 170 books still in the name
Largest holder
$80.3M
MERCER GLOBAL ADVISORS INC /ADV
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $51.7M
- Icahn Capital0.0% · $314.8K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 706.8K | $80.3M | −$5.42M | Cut−$8.53M |
| Fidelity | 455.3K | $51.7M | −$3.49M | Cut−$20.2M |
| JPMORGAN CHASE & CO | 443K | $48.8M | −$4.88M | Cut−$4.98M |
| ROYAL BANK OF CANADA | 376.7K | $42.8M | −$2.88M | Cut−$2.71M |
| Creative Planning | 205.4K | $23.3M | −$1.55M | Cut−$1.23M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 202.2K | $23.2M | −$1.64M | Cut−$8.07M |
| Allworth Financial LP | 190.8K | $21.7M | −$1.46M | Cut−$1.55M |
| Ellevest, Inc. | 156K | $17.7M | −$1.14M | Cut−$280.6K |
| Pathstone Holdings, LLC | 114.5K | $13M | −$764.2K | Added$910.5K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 82.3K | $9.35M | −$631K | Cut−$725.3K |
| Robertson Stephens Wealth Management, LLC | 80.1K | $9.1M | −$556.7K | Added$288.8K |
| Sanctuary Advisors, LLC | 79.6K | $9.05M | −$605.4K | Cut−$533.2K |
| Trilogy Capital Inc. | 78.1K | $8.87M | — | New |
| OneDigital Investment Advisors LLC | 77.3K | $8.78M | −$588.1K | Cut−$527.5K |
| Kingsview Wealth Management, LLC | 62.5K | $7.1M | — | New |
| BANK OF AMERICA CORP /DE/ | 62.3K | $7.07M | −$477.2K | Cut−$3.92M |
| One Wealth Advisors, LLC | 61.8K | $7.02M | −$473.6K | Cut−$633.7K |
| Xena Financial Planning, LLC | 59.9K | $6.8M | −$319.7K | Added$1.74M |
| W ADVISORS, LLC | 53.3K | $6.05M | −$408.5K | Cut−$850.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | 52K | $5.91M | −$398.4K | Cut−$858.1K |
| SK Wealth Management, LLC | 50.8K | $5.85M | −$421.3K | Cut−$461.8K |
| GeoWealth Management, LLC | 51K | $5.8M | −$391.3K | Cut−$1.05M |
| BLUESTEM FINANCIAL ADVISORS, LLC | 49.3K | $5.6M | −$376.5K | Cut−$360.8K |
| Integrated Wealth Concepts LLC | 41.7K | $4.74M | −$319.8K | Cut−$457.2K |
| Aptus Capital Advisors, LLC | 40.3K | $4.58M | −$309.1K | Cut−$561K |
| LPL Financial LLC | 37.4K | $4.24M | −$199.6K | Added$1.08M |
| ENVESTNET ASSET MANAGEMENT INC | 32K | $3.64M | −$112.3K | Added$1.86M |
| OSAIC HOLDINGS, INC. | 28.5K | $3.24M | −$218.5K | Cut−$367.2K |
| BFSG, LLC | 28.4K | $3.23M | −$217.7K | Cut−$217.7K |
| Quantinno Capital Management LP | 25.2K | $2.86M | — | New |
| RAYMOND JAMES FINANCIAL INC | 23.7K | $2.69M | −$181.7K | Cut−$309.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 23.4K | $2.66M | −$179.7K | Cut−$223.4K |
| WELLS FARGO & COMPANY/MN | 22.4K | $2.54M | −$171.2K | Cut−$311.4K |
| Equitable Holdings, Inc. | 20.9K | $2.54M | −$1 | Added$360K |
| Independent Advisor Alliance | 22.3K | $2.53M | — | New |
| GTS SECURITIES LLC | 22.2K | $2.52M | — | New |
| Brookstone Capital Management | 21.6K | $2.46M | −$158.9K | Cut−$57.6K |
| HB Wealth Management, LLC | 19.1K | $2.16M | −$130.2K | Added$105.1K |
| Omega Financial Group, LLC | 18.8K | $2.13M | −$144.1K | Cut−$387K |
| KICKSTAND VENTURES, LLC. | 17.5K | $1.99M | −$134K | Cut−$216.9K |
| CFS Investment Advisory Services, LLC | 15.7K | $1.96M | $53.9K | Added$22.7K |
| Walkner Condon Financial Advisors LLC | 17K | $1.93M | −$129.5K | Cut−$115.7K |
| Cetera Investment Advisers | 16.6K | $1.88M | −$124.3K | Cut−$82.8K |
| SAX WEALTH ADVISORS, LLC | 15.5K | $1.87M | $0 | Held |
| Steward Partners Investment Advisory, LLC | 16.4K | $1.86M | −$125.6K | Cut−$125.6K |
| MATHER GROUP, LLC. | 16.4K | $1.86M | −$125.3K | Cut−$208K |
| Bond & Devick Financial Network, Inc. | 16.1K | $1.82M | −$111.1K | Added$66.5K |
| Corient Private Wealth LLC | 19K | $1.8M | −$501.7K | Cut−$514K |
| Ashton Thomas Private Wealth, LLC | 15.6K | $1.78M | −$119.9K | Cut−$127.1K |
| Values Added Financial LLC | 15.5K | $1.76M | −$118.9K | Cut−$119.3K |
| Keebeck Wealth Management | 15.2K | $1.72M | −$116.3K | Cut−$127K |
| Orgel Wealth Management, LLC | 13.5K | $1.54M | −$103.7K | Cut−$128.8K |
| Cypress Wealth Services, LLC | 13.5K | $1.54M | −$102.6K | Cut−$87K |
| Obsido Oy | 13.4K | $1.52M | −$102.4K | Cut−$99.3K |
| MGO ONE SEVEN LLC | 12.6K | $1.44M | −$71.6K | Added$303.2K |
| Affinity Capital Advisors, LLC | 12.1K | $1.38M | −$81.1K | Added$92.5K |
| SNS Financial Group, LLC | 11.6K | $1.32M | −$67.8K | Added$243.7K |
| Compass Ion Advisors, LLC | 9.71K | $1.1M | −$73.5K | Cut−$61.5K |
| Sequoia Financial Advisors, LLC | 8.51K | $967.2K | −$65.2K | Cut−$65.2K |
| BLAIR WILLIAM & CO/IL | 8.43K | $958.2K | −$61.7K | Cut−$19.3K |
| Farther Finance Advisors, LLC | 8.31K | $953.2K | −$54.5K | Cut−$102.8K |
| STIFEL FINANCIAL CORP | 7.93K | $900.4K | −$59K | Cut−$32.7K |
| Csenge Advisory Group | 7.79K | $885.3K | −$59.7K | Cut−$84.8K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7.68K | $872.4K | −$58.8K | Cut−$58.9K |
| Perigon Wealth Management, LLC | 7.44K | $845K | −$47.5K | Added$93.4K |
| Friedenthal Financial | 7.28K | $827.1K | −$55.8K | Cut−$55.8K |
| Crusonia Wealth Advisors LLC | 7.25K | $824.2K | −$48.7K | Added$54.1K |
| Wealthcare Advisory Partners LLC | 7.23K | $821.5K | −$55K | Cut−$50K |
| Stratos Wealth Partners, LTD. | 7.17K | $814.6K | −$55K | Cut−$100.3K |
| JONES FINANCIAL COMPANIES LLLP | 6.79K | $751.4K | −$41.4K | Added$280.5K |
| GTS FINANCIAL, LLC | 7.43K | $711.5K | — | Held |
| Charter Oak Capital Management, LLC | 6.16K | $699.7K | −$47.2K | Cut−$47.2K |
| Aries Wealth Management | 6.05K | $687.4K | −$45.8K | Cut−$37.3K |
| WealthPlan Investment Management, LLC | 5.76K | $654.2K | −$44.1K | Cut−$107.4K |
| RVW Wealth, LLC | 5.72K | $649.9K | −$43.8K | Cut−$43.8K |
| Private Advisor Group, LLC | 5.71K | $649.1K | −$43.8K | Cut−$46.6K |
| PFG Investments, LLC | 5.57K | $632.4K | −$36K | Added$64.1K |
| BEACON FINANCIAL GROUP | 5.44K | $618.3K | −$41.7K | Cut−$41.7K |
| Wealthspire Advisors, LLC | 5.29K | $600.5K | −$40.5K | Cut−$1.48M |
| Merit Financial Group, LLC | 5.23K | $594.4K | −$32.7K | Added$77.2K |
| Fragasso Financial Advisors Inc | 4.99K | $574K | −$30.4K | Cut−$34.8K |
| JGP Wealth Management, LLC | 4.77K | $542.3K | −$36.6K | Cut−$42.3K |
| Relyea Zuckerberg Hanson LLC | 4.76K | $540.5K | −$36.4K | Cut−$35K |
| Pathfinder Wealth Consulting, Inc. | 4.7K | $533.4K | −$36K | Cut−$36K |
| SmartHarvest Portfolios, LLC | 4.66K | $528.8K | −$35.7K | Cut−$35.7K |
| EverSource Wealth Advisors, LLC | 4.53K | $514.8K | −$34.7K | Cut−$75K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4.51K | $512.5K | −$34K | Cut−$33.9K |
| IEQ CAPITAL, LLC | 4.51K | $512.1K | −$34.6K | Cut−$34.3K |
| Shared Vision Wealth Group LLC | 4.48K | $508.8K | −$45.7K | Cut−$45.7K |
| Compound Planning, Inc. | 4.15K | $471.9K | −$31.8K | Cut−$38.1K |
| FIRETHORN WEALTH PARTNERS, LLC | 4.14K | $470K | −$31.8K | Cut−$31.7K |
| CI INVESTMENTS INC. | 4.12K | $467.9K | −$27.7K | Added$29.1K |
| AGF MANAGEMENT LTD | 4K | $454.4K | −$30.7K | Cut−$30.7K |
| BlackRock, Inc. | 4K | $454.2K | −$12.5K | Added$256.6K |
| Madson Wealth Advisors Inc | 3.79K | $430.8K | — | Held |
| WIN ADVISORS, INC | 3.77K | $428.9K | — | New |
| Mariner, LLC | 3.73K | $423.4K | −$28.6K | Cut−$134.2K |
| NOVARE CAPITAL MANAGEMENT LLC | 3.64K | $413.3K | −$27.9K | Cut−$42.1K |
| Redhawk Wealth Advisors, Inc. | 3.61K | $410K | −$25K | Added$15K |
| SWEENEY & MICHEL, LLC | 3.35K | $400.6K | −$8.77K | Cut−$60K |
| Foster Group, Inc. | 3.51K | $398.6K | −$27K | Cut−$42.6K |
| Strategic Blueprint, LLC | 3.41K | $387.1K | −$26.1K | Cut−$26.1K |
| Horizon Wealth Management, LLC | 3.4K | $386.7K | −$25.8K | Cut−$22.1K |
| Mayflower Financial Advisors, LLC | 3.22K | $366K | −$24.7K | Cut−$24.7K |
| MKT Advisors LLC | 3.13K | $359.8K | −$22.3K | Cut−$22.3K |
| Balance Wealth, LLC | 3.16K | $358.6K | −$24.1K | Cut−$45.9K |
| GenTrust, LLC | 3.11K | $353.5K | −$23.9K | Cut−$23.9K |
| LANDAAS & CO /WI /ADV | 3.02K | $343.2K | −$23.2K | Cut−$23.2K |
| United Asset Strategies, Inc. | 3K | $341K | −$22.4K | Cut−$14.3K |
| Veridan Wealth LLC | 3K | $340.8K | −$23K | Cut−$32.2K |
| BOS Asset Management, LLC | 2.87K | $326.3K | −$22K | Cut−$22K |
| Cerity Partners LLC | 2.85K | $323.2K | −$21.8K | Cut−$21.8K |
| CITIGROUP INC | 2.85K | $323.2K | −$19.3K | Added$18.3K |
| CreativeOne Wealth, LLC | 2.83K | $321.2K | −$21.7K | Cut−$26.3K |
| EP Wealth Advisors, LLC | 2.82K | $320.2K | −$21.6K | Cut−$21.6K |
| Bigelow Investment Advisors, LLC | 2.81K | $319.2K | — | New |
| One Capital Management, LLC | 2.8K | $317.7K | −$21.4K | Cut−$21.4K |
| MML INVESTORS SERVICES, LLC | 2.78K | $315.7K | −$21.3K | Cut−$33.5K |
| Icahn Capital | 2.77K | $314.8K | −$21.2K | Cut−$21.2K |
| Parallel Advisors, LLC | 2.76K | $313.9K | −$21.2K | Cut−$21.2K |
| IFP Advisors, Inc | 2.74K | $311.6K | −$21K | Cut−$21.5K |
| Wharton Business Group, LLC | 2.73K | $309.6K | −$20.9K | Cut−$31.2K |
| CAPTRUST FINANCIAL ADVISORS | 2.62K | $297.4K | −$20.1K | Cut−$28.6K |
| CWM, LLC | 2.62K | $297.3K | $247K | Added$297K |
| JANE STREET GROUP, LLC | 2.6K | $294.8K | — | New |
| Ridgeline Wealth, LLC | 2.56K | $290.6K | −$19.6K | Cut−$19.6K |
| MORGAN STANLEY | 2.55K | $289.7K | −$19.5K | Cut−$121.6K |
| Vested Financial Planning, LLC | 2.55K | $289.6K | −$19.5K | Cut−$197.8K |
| Peak Retirement Planning, Inc. | 2.55K | $289.6K | — | New |
| Davis Wealth Advisors, LLC | 2.51K | $284.9K | −$18.3K | Cut−$4.13K |
| MARINO, STRAM & ASSOCIATES LLC | 2.45K | $278.4K | −$18.8K | Cut−$18.8K |
| Horst & Graben Wealth Management LLC | 2.21K | $278.4K | $10.8K | Added$17.5K |
| Beacon Pointe Advisors, LLC | 2.37K | $268.6K | −$18.2K | Cut−$35.3K |
| Zhang Financial LLC | 2.33K | $265.1K | — | New |
| Firestone Capital Management | 2.31K | $262.9K | −$17.7K | Cut−$17K |
| PNC Financial Services Group, Inc. | 2.31K | $262.5K | −$17.2K | Cut−$8.09K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 2.23K | $253.2K | −$17.1K | Cut−$16.4K |
| COMMERCE BANK | 2.22K | $252.7K | — | New |
| Institute for Wealth Management, LLC. | 2.2K | $249.9K | −$16.9K | Cut−$16.9K |
| PERSONAL CFO SOLUTIONS, LLC | 2.1K | $239K | — | New |
| Milestone Asset Management Group, LLC | 2.1K | $238.7K | −$16.1K | Cut−$34K |
| Kestra Advisory Services, LLC | 2.09K | $237K | −$5.07K | Added$156.8K |
| Gateway Wealth Partners, LLC | 1.93K | $219.3K | — | New |
| RETIREMENT CAPITAL STRATEGIES | 1.91K | $217.1K | −$14.6K | Cut−$14.6K |
| DIVERSIFIED TRUST CO | 1.9K | $216K | −$14.6K | Cut−$27.3K |
| KINGSWOOD WEALTH ADVISORS, LLC | 1.86K | $211.5K | −$14.3K | Cut−$14.3K |
| Tower Research Capital LLC (TRC) | 1.82K | $206.5K | — | New |
| Wealth Enhancement Trust Services, Inc. | 1.81K | $206.1K | −$13.9K | Cut−$13.9K |
| WEALTH ALLIANCE, LLC | 1.78K | $202.4K | −$13.7K | Cut−$13.7K |
| Sunbelt Securities, Inc. | 1.71K | $194.1K | −$13.1K | Cut−$13.1K |
| First Pacific Financial | 1.69K | $192.5K | −$12.9K | Cut−$12.4K |
| Advisory Services Network, LLC | 1.49K | $169.2K | — | New |
| Glassy Mountain Advisors, Inc. | 1.44K | $163.4K | −$11K | Cut−$10.6K |
| Your Advocates Ltd., LLP | 1.42K | $161K | −$4.04K | Added$96.5K |
| NATIONAL BANK OF CANADA /FI/ | 1.25K | $141.4K | −$9.45K | Cut−$9.45K |
| Family Capital Trust Co | 1.2K | $136.3K | −$9.19K | Cut−$9.19K |
| Keystone Financial Group, Inc. | 1.05K | $119.7K | −$8.08K | Cut−$8.08K |
| US BANCORP \DE\ | 1.03K | $116.8K | −$7.88K | Cut−$7.88K |
| Bank of Italy | 887.8K | $100.9K | −$6.8K | Cut−$6.8K |
| AE Wealth Management LLC | 860 | $97.7K | −$6.59K | Cut−$6.59K |
| Larson Financial Group LLC | 823 | $93.5K | −$6.3K | Cut−$52.5K |
| DT Investment Partners, LLC | 640 | $72.7K | −$4.91K | Cut−$4.91K |
| VANGUARD ADVISERS INC | 564 | $64.1K | — | Held |
| Community Financial Services Group, LLC | 444 | $50.9K | — | New |
| Midway Capital Research & Management | 400 | $45.4K | — | New |
| Triumph Capital Management | 360 | $40.9K | −$2.76K | Cut−$2.76K |
| GHP Investment Advisors, Inc. | 320 | $36.4K | −$2.45K | Cut−$2.45K |
| UBS Group AG | 299 | $34K | −$253 | Added$30K |
| HARBOUR INVESTMENTS, INC. | 267 | $30.3K | −$2.05K | Cut−$2.05K |
| CoreCap Advisors, LLC | 250 | $28.4K | −$1.92K | Cut−$1.92K |
| Ancora Advisors LLC | 248 | $28.2K | −$1.9K | Cut−$1.9K |
| Front Row Advisors LLC | 210 | $23.9K | −$1.61K | Cut−$1.61K |
| Noble Wealth Management PBC | 180 | $20.4K | −$1.38K | Cut−$1.38K |
| Glassman Wealth Services | 172 | $19.5K | −$1.32K | Cut−$1.32K |
| Capitol Family Office, Inc. | 155 | $18.8K | $0 | Held |
| Gladwyn Financial Advisors, Inc. | 129 | $14.6K | −$986 | Cut−$986 |
| Clarity Asset Management, Inc. | 115 | $13K | −$911 | Cut−$164.2K |
| Cherry Tree Wealth Management, LLC | 98 | $11.1K | −$751 | Cut−$751 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 75 | $9.54K | $450 | Added$450 |
| FIFTH THIRD BANCORP | 75 | $8.52K | −$575 | Cut−$575 |
| FLOW TRADERS U.S. LLC | 65.8K | $7.47K | — | New |
| Western Wealth Management, LLC | 63 | $7.16K | — | New |
| Rossby Financial, LCC | 57 | $6.57K | −$359 | Cut−$359 |
| HHM Wealth Advisors, LLC | 46 | $5.23K | −$353 | Cut−$353 |
| Breakwater Investment Management | 29 | $3.29K | — | New |
| Abound Wealth Management | 25 | $2.84K | −$191 | Cut−$191 |
| Financial Freedom, LLC | 21 | $2.39K | −$161 | Cut−$161 |
| Cambridge Investment Research Advisors, Inc. | 9.4K | $1.07K | −$72 | Cut−$120 |
| Biltmore Family Office, LLC | 8 | $909 | −$61 | Cut−$61 |
| PARK AVENUE SECURITIES LLC | 5.6K | $636 | −$43 | Cut−$32 |
| SkyView Investment Advisors, LLC | 4.12K | $468 | −$32 | Cut−$49 |
| Janney Montgomery Scott LLC | 1.8K | $204 | −$14 | Cut−$14 |
| HANTZ FINANCIAL SERVICES, INC. | 458 | $52 | −$4 | Cut−$4 |
| Strategic Wealth Partners, Ltd. | 0 | $5 | — | Held |
Who left
- National Philanthropic Trust$18.9M
- Citadel$1.03M
- Confluence Wealth Services, Inc.$215K
- Meridian Financial Partners LLC$204.6K
- Evergreen Private Wealth LLC$172K
- NewEdge Advisors, LLC$120.1K
- Clean Yield Group$55.2K
- Turning Point Benefit Group, Inc.$46.6K
- Financial Network Wealth Advisors LLC$36.6K
- Navalign, LLC$32.6K
- BESSEMER GROUP INC$12
- IFC & Insurance Marketing, Inc.$4
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.