Stock
Reported value
$3.77B
Holders
466
+36 new · −15 exited
Holders’ est. mark
$1.14M
Price effect on 244 books still in the name
Largest holder
$1.07B
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $13.5M
- Icahn Capital0.0% · $315.5K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 22.5M | $1.07B | −$5.92M | Added$124.7M |
| JPMORGAN CHASE & CO | 8.92M | $423.2M | −$3.34M | Added$32.9M |
| ENVESTNET ASSET MANAGEMENT INC | 4.4M | $209.4M | −$1.09M | Added$36M |
| MERCER GLOBAL ADVISORS INC /ADV | 3.83M | $182M | −$889.2K | Added$40.2M |
| LPL Financial LLC | 2.8M | $133.1M | −$633K | Added$32.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.3M | $109.2M | −$665.9K | Added$2.98M |
| NORTHERN TRUST CORP | 1.88M | $89.6M | −$513.6K | Added$7.67M |
| GOLDMAN SACHS GROUP INC | 1.87M | $89M | −$561.7K | Cut−$5.54M |
| BlackRock, Inc. | 1.77M | $84M | −$458K | Added$11M |
| RAYMOND JAMES FINANCIAL INC | 1.48M | $70.6M | −$445.4K | Cut−$1.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | 895.9K | $42.6M | −$228.2K | Added$6.2M |
| Envestnet Portfolio Solutions, Inc. | 844.2K | $40.1M | −$221K | Added$4.89M |
| Bank of New York Mellon Corp | 823.4K | $39.2M | −$184.8K | Added$9.67M |
| AMERIPRISE FINANCIAL INC | 741.3K | $35.3M | −$209.2K | Added$1.08M |
| PNC Financial Services Group, Inc. | 700.1K | $33.3M | −$176.9K | Added$5.07M |
| SEI INVESTMENTS CO | 668.2K | $31.8M | −$191.5K | Added$1.21M |
| Wealthspire Advisors, LLC | 657.8K | $31.3M | −$197.3K | Cut−$720.4K |
| Alesco Advisors LLC | 651.4K | $31M | −$193.9K | Added$47.4K |
| WELLS FARGO & COMPANY/MN | 544.3K | $25.9M | −$163.3K | Cut−$234K |
| CWM, LLC | 532K | $25.3M | $23.3M | Added$25.3M |
| Cetera Investment Advisers | 526.6K | $25M | −$143.6K | Added$2.14M |
| Composition Wealth, LLC | 502.2K | $23.9M | −$142.6K | Added$1.14M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 497.8K | $23M | −$828.8K | Cut−$4.34M |
| Allworth Financial LP | 480.8K | $22.9M | −$134.3K | Added$1.44M |
| M&T Bank Corp | 468.6K | $22.3M | −$140.3K | Cut−$17.4M |
| Destination Wealth Management | 455K | $21.6M | −$130.4K | Added$836.7K |
| UBS Group AG | 398.7K | $19M | −$99.1K | Added$3.15M |
| RWA WEALTH PARTNERS, LLC | 391K | $18.6M | −$112.7K | Added$607.2K |
| KEYBANK NATIONAL ASSOCIATION/OH | 390K | $18.5M | −$117K | Cut−$18.6M |
| Baird Financial Group, Inc. | 378.3K | $18M | −$104.9K | Added$1.26M |
| Savant Capital, LLC | 367.9K | $17.5M | −$98.7K | Added$1.75M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 360.2K | $17.1M | — | New |
| FRANKLIN RESOURCES INC | 360.1K | $17.1M | −$105.6K | Added$283.4K |
| TRUIST FINANCIAL CORP | 346.3K | $16.5M | −$102.6K | Added$111.1K |
| Mariner, LLC | 334.1K | $15.9M | −$83.7K | Added$2.53M |
| Pathstone Holdings, LLC | 302.4K | $14.4M | −$85.1K | Added$802.5K |
| Accredited Investors Inc. | 287.5K | $13.7M | −$74.9K | Added$1.72M |
| Fidelity | 283.6K | $13.5M | −$79.7K | Added$776.3K |
| ZEVIN ASSET MANAGEMENT LLC | 278.6K | $13.2M | −$80.8K | Added$365.6K |
| Facet Wealth, Inc. | 233K | $11.1M | −$80.4K | Added$376.1K |
| MATHER GROUP, LLC. | 231.9K | $11M | −$67.2K | Added$300.2K |
| Financial Engines Advisors L.L.C. | 230K | $10.9M | −$67.5K | Added$169.3K |
| WESBANCO BANK INC | 227.8K | $10.8M | −$68.1K | Cut−$32.8K |
| Apella Capital, LLC | 225.9K | $10.8M | −$2.15K | Added$482.9K |
| Joel Adams & Associates, Inc. | 223.1K | $10.6M | −$66.2K | Added$45.5K |
| Sand Hill Global Advisors, LLC | 209.3K | $9.95M | −$55.6K | Added$1.08M |
| Beacon Pointe Advisors, LLC | 201.6K | $9.59M | −$36.8K | Added$3.72M |
| MML INVESTORS SERVICES, LLC | 192.2K | $9.14M | −$50.2K | Added$1.13M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 190.9K | $9.08M | −$56.3K | Added$105.4K |
| Affinity Capital Advisors, LLC | 187.9K | $8.93M | −$56.4K | Cut−$110.7K |
| ROYAL BANK OF CANADA | 177.4K | $8.44M | −$48.6K | Added$748K |
| MORGAN STANLEY | 173.2K | $8.23M | −$49.2K | Added$392.4K |
| ASSETMARK, INC | 172K | $8.18M | −$43.2K | Added$1.3M |
| Creative Planning | 170.5K | $8.11M | −$22.3K | Added$4.55M |
| JONES FINANCIAL COMPANIES LLLP | 164.2K | $7.75M | −$86.4K | Added$1.39M |
| eCIO, Inc. | 151.3K | $7.2M | −$40.2K | Added$790.2K |
| US BANCORP \DE\ | 143.2K | $6.81M | −$43K | Cut−$114.2K |
| HighTower Advisors, LLC | 140.8K | $6.69M | −$41.5K | Added$46.4K |
| Mascoma Wealth Management LLC | 140.6K | $6.69M | −$40.2K | Added$278.6K |
| BLUESTEM FINANCIAL ADVISORS, LLC | 138.8K | $6.6M | −$41.7K | Cut−$55K |
| One Wealth Advisors, LLC | 137.6K | $6.54M | −$35.9K | Added$823.5K |
| Archer Investment Management, LLC | 136.5K | $6.49M | −$7.77K | Added$5.25M |
| Robertson Stephens Wealth Management, LLC | 134.9K | $6.42M | −$35.8K | Added$713.4K |
| NEPC LLC | 130.7K | $6.21M | −$23.5K | Added$2.46M |
| rebel Financial LLC | 130.4K | $6.2M | −$38.7K | Added$22.9K |
| Alaska Wealth Advisors, LLC | 129.3K | $6.15M | −$38.7K | Cut−$27.4K |
| Wealthfront Advisers LLC | 129K | $6.14M | −$38.7K | Cut−$46.3K |
| AXXCESS WEALTH MANAGEMENT, LLC | 124.2K | $5.9M | −$34.9K | Added$334.7K |
| PRINCIPAL FINANCIAL GROUP INC | 123K | $5.85M | −$32.3K | Added$695K |
| Avise Financial Cooperative, Inc. | 119K | $5.66M | −$32.4K | Added$498.3K |
| Rossby Financial, LCC | 119.3K | $5.66M | −$27.4K | Added$2.68M |
| OneDigital Investment Advisors LLC | 117.5K | $5.59M | −$25.6K | Added$1.52M |
| Shira Ridge Wealth Management | 116.5K | $5.54M | −$25.6K | Added$1.46M |
| Wealth Architects, LLC | 116.4K | $5.53M | −$31.1K | Added$584.1K |
| OSAIC HOLDINGS, INC. | 116.1K | $5.52M | −$34.6K | Cut−$1.08M |
| Bond & Devick Financial Network, Inc. | 109.6K | $5.21M | −$29.4K | Added$524.2K |
| Brio Consultants, LLC | 104.9K | $4.96M | −$48.9K | Added$710.1K |
| World Investment Advisors | 100.7K | $4.79M | −$30.2K | Cut−$430.1K |
| Atlantic Private Wealth, LLC | 94.4K | $4.49M | −$24.7K | Added$540.8K |
| Equitable Holdings, Inc. | 91.6K | $4.38M | −$161 | Added$473.5K |
| NorthRock Partners, LLC | 91.6K | $4.36M | −$26.3K | Added$161.9K |
| Horst & Graben Wealth Management LLC | 88.9K | $4.23M | −$17.9K | Added$164.5K |
| Stewardship Advisors, LLC | 85.5K | $4.06M | −$25.7K | Cut−$256.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 82.6K | $3.93M | −$20.9K | Added$628.9K |
| Sharkey, Howes & Javer | 79.3K | $3.77M | −$21.1K | Added$407.8K |
| SENTINEL PENSION ADVISORS, LLC | 77.4K | $3.68M | −$23.2K | Cut−$28.1K |
| Orion Porfolio Solutions, LLC | 76.9K | $3.66M | −$23K | Cut−$79.8K |
| JNBA Financial Advisors | 76.6K | $3.64M | −$22.1K | Added$120.5K |
| JANE STREET GROUP, LLC | 72.1K | $3.43M | −$21.6K | Cut−$57.8K |
| EP Wealth Advisors, LLC | 72K | $3.42M | −$21.5K | Cut−$785.8K |
| Charter Oak Capital Management, LLC | 69.8K | $3.32M | −$21K | Cut−$248K |
| Trilogy Capital Inc. | 68.5K | $3.26M | −$18.9K | Added$235.2K |
| Global Endowment Management, LP | 68.3K | $3.25M | −$15.3K | Added$868K |
| RTD Financial Advisors, Inc. | 67.3K | $3.2M | −$20.1K | Cut−$13.6K |
| CRUX WEALTH ADVISORS | 67.1K | $3.19M | −$20K | Added$7.38K |
| Neumann Capital Management, LLC | 66.9K | $3.18M | −$19.3K | Added$93.3K |
| RETIREMENT CAPITAL STRATEGIES | 64.9K | $3.09M | −$19K | Added$60.8K |
| Alpine Bank Wealth Management | 64K | $3.04M | −$17.4K | Added$262.2K |
| Mallini Complete Financial Planning LLC | 63.9K | $3.04M | −$17.7K | Added$212.9K |
| Steward Partners Investment Advisory, LLC | 63.3K | $3.01M | −$17.6K | Added$202.9K |
| STIFEL FINANCIAL CORP | 63.1K | $3M | −$17.9K | Added$151.4K |
| Dynamic Advisor Solutions LLC | 62.6K | $2.98M | −$18K | Added$107.1K |
| Riverwater Partners LLC | 62.1K | $2.95M | — | New |
| Foster Group, Inc. | 61.9K | $2.95M | −$18K | Added$68.3K |
| CAPTRUST FINANCIAL ADVISORS | 61.8K | $2.94M | −$18.3K | Added$14.3K |
| Plum Street Advisors, LLC | 61K | $2.9M | −$18.3K | Cut−$10.6K |
| Omega Financial Group, LLC | 60.3K | $2.87M | −$17.9K | Added$16.1K |
| Sensenig Capital Advisors, Inc | 58.7K | $2.79M | −$17.6K | Cut−$398.7K |
| Diversified Enterprises, LLC | 56.6K | $2.69M | −$15.7K | Added$185.4K |
| Balanced Rock Investment Advisors LLC | 54.7K | $2.6M | −$16.3K | Added$1.38K |
| Eley Financial Management, Inc | 54.4K | $2.59M | −$16.3K | Cut−$24.9K |
| Corient Private Wealth LLC | 53.8K | $2.56M | −$16.2K | Cut−$57.3K |
| McKinley Carter Wealth Services, Inc. | 53.2K | $2.53M | −$16K | Cut−$359.5K |
| INVESTMENT COUNSEL CO OF NEVADA | 53K | $2.52M | −$15.9K | Cut−$28.5K |
| Farther Finance Advisors, LLC | 53.2K | $2.52M | −$21.9K | Added$140.5K |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 52.9K | $2.52M | −$13.2K | Added$411.4K |
| Merit Financial Group, LLC | 52.7K | $2.5M | −$9.72K | Added$952.8K |
| Perigon Wealth Management, LLC | 52.6K | $2.5M | −$14K | Added$258.3K |
| GeoWealth Management, LLC | 51.9K | $2.47M | −$13.8K | Added$268.5K |
| Brookstone Capital Management | 51K | $2.42M | −$13K | Added$352.3K |
| Modera Wealth Management, LLC | 50.9K | $2.42M | −$15.3K | Cut−$15.5K |
| Integrated Wealth Concepts LLC | 49.3K | $2.35M | −$7.02K | Added$1.23M |
| Westfuller Advisors, LLC | 48.7K | $2.32M | −$14.6K | Cut−$1.55M |
| Brewster Financial Planning LLC | 48.6K | $2.31M | −$14.6K | Cut−$21.8K |
| PLANNING ALTERNATIVES LTD /ADV | 48.3K | $2.29M | −$14K | Added$56.3K |
| Beta Wealth Group, Inc. | 48.1K | $2.29M | −$13.2K | Added$185.2K |
| Rockefeller Capital Management L.P. | 46.3K | $2.2M | −$13.8K | Added$1.49K |
| MGO ONE SEVEN LLC | 45.6K | $2.17M | −$12.3K | Added$202.4K |
| SOFI WEALTH, LLC | 45.2K | $2.15M | −$10.4K | Added$491.4K |
| Invera Wealth Advisors, LLC | 44.7K | $2.12M | −$12.7K | Added$90.9K |
| ASPIRIANT, LLC | 44.6K | $2.12M | −$13.4K | Cut−$77.9K |
| Ally Invest Advisors Inc. | 44.5K | $2.11M | −$13.3K | Cut−$8.97K |
| &PARTNERS | 43.7K | $2.11M | $11.9K | Added$423.8K |
| Financial Planning Fort Collins, LLC | 43.8K | $2.09M | −$5.23K | Added$173K |
| Center for Financial Planning, Inc. | 43.5K | $2.07M | −$13K | Cut−$100.8K |
| Pine Haven Investment Counsel, Inc | 43K | $2.04M | −$12.4K | Added$72.8K |
| Davis Wealth Advisors, LLC | 42.5K | $2.02M | −$10.1K | Added$402.5K |
| Fort Point Capital Partners LLC | 42.3K | $2.01M | −$19.8K | Cut−$11.2K |
| Baker Avenue Asset Management, LP | 42.3K | $2.01M | −$12.5K | Added$15.7K |
| Midwest Financial Partners Investments, Inc. | 41.6K | $1.98M | −$11.2K | Added$193.5K |
| One Day In July LLC | 41.5K | $1.97M | −$10.8K | Added$245.2K |
| Tempus Wealth Planning, LLC | 40.7K | $1.93M | −$12K | Added$22.1K |
| Wingate Wealth Advisors, Inc. | 40.5K | $1.93M | −$11.5K | Added$91.6K |
| Gradient Investments LLC | 40.5K | $1.93M | −$12.1K | Added$4.01K |
| Focus Partners Wealth | 39.8K | $1.89M | −$10.7K | Added$194.9K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 39.5K | $1.88M | −$11.9K | Cut−$32.1K |
| SigFig Wealth Management, LLC | 38.7K | $1.84M | −$11.6K | Cut−$34.2M |
| Sanctuary Advisors, LLC | 37.5K | $1.78M | −$10.3K | Added$143K |
| Wescott Financial Advisory Group, LLC | 36.9K | $1.75M | −$11.1K | Cut−$51.6K |
| Cranbrook Wealth Management, LLC | 35.9K | $1.71M | −$9.61K | Added$179.6K |
| HARBOUR INVESTMENTS, INC. | 35.5K | $1.69M | −$8.1K | Added$394.7K |
| Gateway Wealth Partners, LLC | 34.2K | $1.62M | −$2.49K | Added$1.23M |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 33.8K | $1.6M | −$15.9K | Cut−$38.4K |
| CITIZENS FINANCIAL GROUP INC/RI | 33.6K | $1.6M | −$8.53K | Added$239.8K |
| Bogart Wealth, LLC | 33.5K | $1.59M | −$10K | Cut−$382.4K |
| Kestra Advisory Services, LLC | 32.2K | $1.53M | −$9.04K | Added$88.9K |
| MISSION WEALTH MANAGEMENT, LP | 30.4K | $1.44M | −$8.98K | Added$7.61K |
| Summit Wealth Group, LLC | 30K | $1.43M | −$8.99K | Cut−$7.71K |
| Sequoia Financial Advisors, LLC | 29.9K | $1.42M | −$8.98K | Cut−$28.6K |
| Concurrent Investment Advisors, LLC | 29.3K | $1.39M | −$7.68K | Added$166.9K |
| Independent Advisor Alliance | 28.6K | $1.36M | — | New |
| OpenArc Corporate Advisory, LLC | 28.1K | $1.33M | −$5.04K | Added$530.7K |
| HSBC HOLDINGS PLC | 27.1K | $1.29M | −$8.14K | Cut−$158.9K |
| Cardinal Point Capital Management ULC | 27.1K | $1.29M | −$7.17K | Added$148.7K |
| Heartland Bank & Trust Co | 26.9K | $1.28M | −$5.54K | Added$393.5K |
| Savvy Advisors, Inc. | 26.8K | $1.27M | −$7.95K | Added$8.31K |
| Truepoint, Inc. | 26.5K | $1.26M | −$7.93K | Cut−$5.08K |
| Cerity Partners LLC | 24.7K | $1.17M | −$2.57K | Added$762.7K |
| TRUST CO OF TOLEDO NA /OH/ | 24.6K | $1.17M | −$7.37K | Cut−$7.37K |
| Cornerstone Wealth Management, LLC | 24.5K | $1.16M | −$7.34K | Cut−$31K |
| Stonehearth Capital Management, LLC | 24.4K | $1.16M | −$7.32K | Cut−$13.2K |
| GRAND WEALTH MANAGEMENT, LLC | 24.3K | $1.15M | −$7.26K | Cut−$15.7K |
| KilterHowling LLC | 23.7K | $1.13M | −$5.2K | Added$296.2K |
| PFG Advisors | 23.5K | $1.12M | −$7.05K | Cut−$162.8K |
| Vise Technologies, Inc. | 23.2K | $1.11M | $0 | Held |
| Van Hulzen Asset Management, LLC | 23.3K | $1.11M | −$6.88K | Added$14K |
| EverSource Wealth Advisors, LLC | 23.3K | $1.11M | −$6.07K | Added$140K |
| THEORY FINANCIAL LLC | 22.8K | $1.09M | −$9.68K | Added$117.4K |
| LifePlan Investment Advisors, Inc. | 22.8K | $1.08M | −$6.1K | Added$113.1K |
| Falcon Wealth Planning | 21.9K | $1.04M | −$6.09K | Added$69.5K |
| Private Advisor Group, LLC | 21.7K | $1.03M | −$5.69K | Added$126.6K |
| Focus Financial Network, Inc. | 21.3K | $1.01M | −$6.41K | Cut−$29.4K |
| ANB BANK | 21.1K | $1M | −$5.21K | Added$173.4K |
| Clearstead Advisors, LLC | 21.1K | $1M | −$6.17K | Added$18.7K |
| Pictet Asset Management Holding SA | 21K | $999.3K | −$6.31K | Cut−$6.3K |
| Symmetry Partners, LLC | 21K | $997.6K | −$6.24K | Added$1.51K |
| Wealthspire Retirement, LLC | 20.9K | $993.3K | −$6.27K | Cut−$6.27K |
| RCS Financial Planning, LLC | 20.5K | $976.3K | −$5.44K | Added$109.2K |
| SPINNAKER TRUST | 20.1K | $957.6K | −$5.36K | Added$102.5K |
| GC Wealth Management RIA, LLC | 19K | $903.4K | −$5.38K | Added$44.6K |
| Sonoma Allocations LLC | 19K | $900.9K | −$2.76K | Added$305.9K |
| AlTi Global, Inc. | 18.9K | $900.8K | −$5.68K | Cut−$5.68K |
| VERUS CAPITAL PARTNERS, LLC | 18.8K | $894.4K | −$3.61K | Added$317.8K |
| RFG Advisory, LLC | 18.5K | $877.4K | −$4.68K | Added$129.4K |
| GenTrust, LLC | 18.4K | $875.9K | −$5.54K | Cut−$765.9K |
| Crestwood Advisors Group, LLC | 18.3K | $867.9K | — | New |
| DAVENPORT & Co LLC | 18.1K | $862.7K | −$5.25K | Added$25.3K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 17.7K | $841.1K | −$7.02K | Added$259.1K |
| Aprio Wealth Management, LLC | 17.4K | $826.9K | −$5.23K | Cut−$74.2K |
| BARINGS LLC | 17.3K | $823.1K | −$5.19K | Cut−$5.19K |
| GOULD ASSET MANAGEMENT LLC /CA/ | 17.1K | $811K | −$5.12K | Cut−$41.2K |
| Lifelong Wealth Advisors, Inc. | 16.9K | $805K | −$5.08K | Cut−$7.71K |
| Compound Planning, Inc. | 16.9K | $803.1K | −$4.99K | Added$9.42K |
| BLB&B Advisors, LLC | 16.7K | $796.1K | −$4.83K | Added$25.6K |
| Patriot Financial Group Insurance Agency, LLC | 16.7K | $794.3K | −$2.4K | Added$411K |
| Trust Co | 16.5K | $785.3K | −$4.95K | Cut−$25.1K |
| Mason & Associates Inc | 16.5K | $782.7K | −$6.73K | Cut−$2.27K |
| Wealth Enhancement Trust Services, Inc. | 16.4K | $779.8K | −$4.86K | Added$4.7K |
| Friedenthal Financial | 16.4K | $779.3K | −$4.83K | Added$8.34K |
| ENDEAVOR PRIVATE WEALTH, INC. | 16.2K | $769.3K | −$1.86K | Added$469.2K |
| PENINSULA ASSET MANAGEMENT INC | 16.1K | $765.6K | −$4.71K | Added$14.3K |
| Leonard Rickey Investment Advisors P.L.L.C. | 16K | $762.9K | −$4.79K | Added$15 |
| BANK OF MONTREAL /CAN/ | 16K | $760.1K | — | New |
| STOCK YARDS BANK & TRUST CO | 15.9K | $756.3K | −$4.59K | Added$24.9K |
| Ameraudi Asset Management, Inc. | 15.9K | $755.7K | −$4.77K | Cut−$4.77K |
| D.A. DAVIDSON & CO. | 15.8K | $752.2K | −$4.68K | Added$5.4K |
| APS Management Group, Inc. | 15.7K | $746.8K | −$4.59K | Added$21.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 15.6K | $744K | −$4.47K | Added$24.6K |
| Ariadne Wealth Management, LP | 15.4K | $733.7K | −$10.7K | Cut−$22.5K |
| Parallel Advisors, LLC | 15.4K | $731.4K | −$4.6K | Cut−$155.9K |
| Acropolis Investment Management, LLC | 15.4K | $730.7K | −$4.46K | Added$19.1K |
| COMMERCE BANK | 15.2K | $723.9K | −$4.45K | Added$14.1K |
| FinArc Investments, Inc. | 15.1K | $719.9K | — | Held |
| Aptus Capital Advisors, LLC | 15K | $713.7K | −$4.46K | Added$2.77K |
| Tradition Wealth Management, LLC | 14.9K | $706.7K | −$4.38K | Added$3.56K |
| Ameritas Investment Partners, Inc. | 14.8K | $705.7K | −$4.23K | Added$30.2K |
| Painted Porch Advisors LLC | 14.7K | $699.2K | −$4.41K | Cut−$4.41K |
| Greenspring Advisors, LLC | 14.7K | $699K | −$4.41K | Cut−$3.12K |
| SUMMIT WEALTH GROUP LLC / CO | 14.5K | $691.7K | −$4.3K | Added$5.21K |
| UMB Bank, n.a. | 14.5K | $689.3K | −$4.35K | Cut−$4.35K |
| Hoxton Planning & Management, LLC | 14.1K | $668.2K | −$3.46K | Added$117K |
| Traveka Wealth, LLC | 13.9K | $661K | −$3.59K | Added$88.7K |
| BlueStem Wealth Partners, LLC | 13.9K | $658.8K | −$1.66K | Added$394.6K |
| Venturi Wealth Management, LLC | 13.8K | $654.1K | −$4.12K | Cut−$2.74K |
| NorthCrest Asset Manangement, LLC | 13.2K | $624.9K | −$5.33K | Added$17K |
| CreativeOne Wealth, LLC | 12.8K | $609.4K | −$3.64K | Added$27.1K |
| Atria Investments, Inc | 12.8K | $607.1K | −$3.28K | Added$83.9K |
| Orin Green Financial, LLC | 12.7K | $606K | −$2.94K | Added$137.3K |
| TRUEFG, LLC | 12.6K | $600.2K | −$3.79K | Cut−$9K |
| TD PRIVATE CLIENT WEALTH LLC | 12.6K | $600.1K | −$3.79K | Cut−$424.8K |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 12.6K | $599.9K | −$3.78K | Cut−$568.4K |
| Caliber Wealth Management, LLC / KS | 12.6K | $597.1K | −$3.71K | Added$5.9K |
| Advisory Services Network, LLC | 12.5K | $596.4K | −$3.77K | Cut−$851.8K |
| Oregon Pacific Wealth Management, LLC | 12.5K | $594.4K | −$3.75K | Cut−$72.8K |
| Ackerman Capital Advisors, LLC | 12.4K | $591.3K | −$3.59K | Added$18.6K |
| Hilltop Partners LLC | 12.3K | $585.8K | −$3.62K | Added$8.51K |
| PRESILIUM PRIVATE WEALTH, LLC | 12.3K | $585.6K | −$3.68K | Cut−$537 |
| EVOLVE PRIVATE WEALTH, LLC | 12.2K | $581.1K | −$3.67K | Cut−$25.6K |
| Rockbridge Investment Management, LCC | 12.2K | $580.8K | −$3.63K | Added$1.07K |
| RETIREMENT INCOME SOLUTIONS, INC | 11.9K | $567.5K | −$3.56K | Cut−$3.94K |
Who left
- NewEdge Advisors, LLC$4.27M
- Valeo Financial Advisors, LLC$1.18M
- Estate Counselors, LLC$470.1K
- Focus Partners Advisor Solutions, LLC$462.2K
- New Covenant Trust Company, N.A.$455.8K
- Sandbox Financial Partners, LLC$329.4K
- Diversify Advisory Services, LLC$295.2K
- OneAscent Financial Services LLC$215.2K
- Occidental Asset Management, LLC$200.9K
- Cape Investment Advisory, Inc.$166.7K
- Arax Advisory Partners$66.1K
- Smartleaf Asset Management LLC$31.3K
- Elyxium Wealth, LLC$11K
- Camelot Portfolios, LLC$1.39K
- BESSEMER GROUP INC$49
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.