13F

Stock

Ishares Tr

Ticker not mapped · held by 267 managers

Reported value

$2.73B

Holders

267

+26 new · −32 exited

Holders’ est. mark

−$49.2M

Price effect on 226 books still in the name

Largest holder

$2.21B

Financial Engines Advisors L.L.C.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Financial Engines Advisors L.L.C.32.4M$2.21B−$51.6MCut−$75.6M
LPL Financial LLC619.4K$42.2M−$985.2KCut−$1.36M
AMERIPRISE FINANCIAL INC612.3K$41.7M−$989.7KCut−$1.01M
Baird Financial Group, Inc.558.9K$38.1M−$870.6KCut−$79.7K
COMMONWEALTH EQUITY SERVICES, LLC329.4K$22.4M−$482.6KAdded$1.29M
UBS Group AG282.7K$19.3M−$346.4KAdded$4.08M
BANK OF AMERICA CORP /DE/280.9K$19.1M−$446.9KCut−$451.1K
Wealthcare Advisory Partners LLC255.8K$17.4M−$402.6KCut−$214.1K
MORGAN STANLEY235.9K$16.1M−$375.2KCut−$89.4M
New England Private Wealth Advisors LLC215.7K$14.7M−$336.2KCut−$34.5K
RAYMOND JAMES FINANCIAL INC208.2K$14.2M−$328.2KCut−$201.6K
Wharton Business Group, LLC202.9K$13.8M−$322.7KCut−$322.7K
CWM, LLC182.4K$12.4M$12.4MAdded$12.4M
Stratos Investment Management, LLC174.3K$11.9M−$277.3KCut−$682.3K
Arkadios Wealth Advisors134.9K$9.19M−$158KAdded$2.27M
Clearwater Capital Advisors, LLC126.3K$8.61M−$196.6KCut−$10.9K
CFS Investment Advisory Services, LLC110.2K$8.26M$571KAdded$565K
Mariner, LLC118.1K$8.05M−$187.8KCut−$458.2K
Private Advisory Group LLC113.3K$7.72MNew
Kestra Advisory Services, LLC107.4K$7.32M−$157.4KAdded$415.7K
Brookstone Capital Management106.1K$7.23M−$158.8KAdded$268.9K
BARRETT & COMPANY, INC.94K$6.4M−$149.5KCut−$178.6K
DAYMARK WEALTH PARTNERS, LLC91.5K$6.24M−$144.9KCut−$114.7K
ENVESTNET ASSET MANAGEMENT INC91.5K$6.24M−$141.1KAdded$52.1K
CIBC WORLD MARKET INC.90.3K$6.16M−$143.6KCut−$175.1K
Savvy Advisors, Inc.89.5K$6.1M−$142.4KCut−$308.3K
WELLS FARGO & COMPANY/MN80.6K$5.49M−$128.1KCut−$127.9K
Valmark Advisers, Inc.74.4K$5.07M−$114KAdded$75.2K
MGO ONE SEVEN LLC73.9K$5.04M−$115.4KCut−$21.4K
Cetera Investment Advisers72K$4.91M−$104.6KAdded$324K
JONES FINANCIAL COMPANIES LLLP73.9K$4.87M−$264.6KAdded$122.3K
Mirae Asset Global Investments Co., Ltd.65.4K$4.46M−$100.9KAdded$35.4K
Orion Porfolio Solutions, LLC56.8K$3.87M−$90.3KCut−$1.11M
OSAIC HOLDINGS, INC.55.5K$3.78M−$88.5KCut−$178.3K
TRUIST FINANCIAL CORP50.1K$3.41M−$78.6KCut−$33.2K
Fidelity45.6K$3.11M−$63.4KAdded$327.8K
ROYAL BANK OF CANADA45.2K$3.08M−$72.3KCut−$431K
Atlas Private Wealth Advisors44.2K$3.01M−$61.2KAdded$331.4K
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC39.5K$2.69M−$62.9KCut−$85.1K
Dynamic Advisor Solutions LLC39.4K$2.69M−$62.7KCut−$196.1K
RFG Advisory, LLC33.4K$2.28M−$53.1KCut−$450.3K
MML INVESTORS SERVICES, LLC33.2K$2.26M−$52.8KCut−$386.8K
Wealthcare Capital Partners, LLC30.4K$2.07M−$48.3KCut−$108.3K
Destiny Wealth Partners, LLC30.2K$2.06M−$139.5KCut−$139.5K
EVERGREEN CAPITAL MANAGEMENT LLC28.3K$1.93M−$45KCut−$202.2K
Gladstone Institutional Advisory LLC26.9K$1.83M−$42.8KCut−$131.3K
Gotham Asset Management, LLC26.4K$1.8M−$41.9KCut−$41.9K
Steward Partners Investment Advisory, LLC26.1K$1.78M−$2.76KAdded$1.66M
Opus Financial Solutions LLC23.6K$1.61M−$37.5KCut−$70K
Kingsview Wealth Management, LLC23.3K$1.59M−$35KAdded$49.8K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO23.2K$1.58M−$36.7KCut−$28.6K
Berger Financial Group, Inc23K$1.57M−$36.6KCut−$179.8K
BANK OF MONTREAL /CAN/22.3K$1.52M−$35.2KCut−$26.3K
Strategic Wealth Investment Group, LLC22.2K$1.51M−$35.3KCut−$88.9K
GWN SECURITIES INC.20.8K$1.41M−$33KCut−$150.9K
Jaffetilchin Investment Partners, LLC20.5K$1.4M−$32.6KCut−$32.6K
RITHOLTZ WEALTH MANAGEMENT19.6K$1.33M−$31.1KCut−$105.3K
Rothschild Wealth LLC19.2K$1.31M−$30.5KCut−$25.6K
HighTower Advisors, LLC17.6K$1.2M−$28KCut−$28.5K
PNC Financial Services Group, Inc.16.6K$1.13M−$25.3KAdded$21.8K
AlphaCore Capital LLC16K$1.09M−$25.4KCut−$135K
SWEENEY & MICHEL, LLC15.1K$1.08M−$12.9KCut−$8.04K
Cerity Partners LLC15.7K$1.07M−$25KCut−$318.4K
Traynor Capital Management, Inc.15.6K$1.02M−$61.4KCut−$56.6K
COURIER CAPITAL LLC14.5K$987.7K−$22.7KCut−$6.04K
Creative Planning14.4K$982K−$19.8KAdded$115.6K
AE Wealth Management LLC14.4K$980.7K−$22.5KCut−$3.71K
Qube Research & Technologies Ltd13.9K$949K−$4.77KAdded$740K
MERCER GLOBAL ADVISORS INC /ADV13.8K$941.5K$433.6KAdded$114.9K
Ally Invest Advisors Inc.13.8K$937.6K−$21.6KCut−$7.67K
MAI Capital Management13.6K$925.6K−$21.6KCut−$65.9K
Wealthspire Retirement, LLC13.5K$916.7K−$21.4KCut−$125K
Crescent Grove Advisors, LLC13.3K$905.4K−$21.1KCut−$229K
Farther Finance Advisors, LLC13.1K$905.2K−$5.37KAdded$312.7K
Glen Eagle Advisors, LLC12.8K$874.7K−$20.4KCut−$49.4K
Wealthfront Advisers LLC12.4K$847K−$19.8KCut−$43.3K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11.8K$801.6K−$18.7KCut−$48.4K
Pallas Capital Advisors LLC11.7K$800.1K−$18.7KCut−$18.7K
SAX WEALTH ADVISORS, LLC11.3K$786.5K$0Held
Focus Partners Wealth11K$750.9K−$17.5KCut−$19.6K
Apollon Wealth Management, LLC10.7K$732.2K−$17.1KCut−$45K
Integrated Wealth Concepts LLC10.5K$718K−$16.8KCut−$189.6K
Concurrent Investment Advisors, LLC10.4K$709.2K−$16.6KCut−$16.6K
Private Advisor Group, LLC10.4K$709K−$16.6KCut−$145.8K
HBK Sorce Advisory LLC8.84K$699K$64.9KAdded$60.4K
Family Office Research LLC9.91K$675.6K−$21.9KCut−$29.2K
Clay Northam Wealth Management, LLC9.91K$675.6K−$15.8KCut−$15.8K
MOSELEY INVESTMENT MANAGEMENT INC9.88K$673.4K−$15.6KCut−$8.38K
Curran Financial Partners, LLC9.76K$665.1K−$15.5KCut−$15.5K
Mezzasalma Advisors, LLC9.73K$663.2K−$20.1KCut−$20.1K
CAPTRUST FINANCIAL ADVISORS9.71K$662.1K−$15.5KCut−$16.6K
Evolution Wealth Advisors, LLC9.54K$649.8K−$15.2KCut−$15.2K
Vivaldi Capital Management LP9.39K$640.2K−$13.9KAdded$30.7K
MONETA GROUP INVESTMENT ADVISORS LLC9.02K$614.9K−$10.8KAdded$145.6K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC8.95K$614.7K−$28.8KCut−$181.8K
CHECK CAPITAL MANAGEMENT INC/CA8.8K$599.7K−$14KCut−$14K
Envestnet Portfolio Solutions, Inc.8.45K$575.6K−$12.8KAdded$13.5K
PFG Advisors8.41K$573.1K−$13.4KCut−$981.1K
World Investment Advisors8.03K$547.5K−$12.8KCut−$12.8K
Wilson & Boucher Capital Management, LLC7.85K$535.1K−$12.3KCut−$5.52K
Equitable Holdings, Inc.7.57K$527K−$625Added$39.2K
Corient Private Wealth LLC7.72K$526.4K−$7.8KAdded$184.5K
Comprehensive Money Management Services LLC7.62K$519.2K−$12.1KCut−$12.1K
WNY Asset Management, LLC7.53K$513.2KHeld
Quantinno Capital Management LP7.46K$508.5K−$6.56KAdded$220.5K
EXENCIAL WEALTH ADVISORS, LLC7.43K$506.1K−$11.5KAdded$4.59K
INTERACTIVE FINANCIAL ADVISORS, INC.7.42K$505.9K−$11.7KCut−$8.32K
REDW Wealth LLC7.42K$505.5K−$11.8KCut−$139.9K
BostonPremier Wealth LLC7.39K$503.8K−$11.8KCut−$12.9K
Essex Financial Services, Inc.7.27K$495.4K−$11.6KCut−$81.3K
Lido Advisors, LLC7.26K$494.6K−$27.3KCut−$1.85M
Cannon Advisors, Inc.7.17K$488.6K−$28.8KCut−$42.1K
McKinley Carter Wealth Services, Inc.7.07K$481.9K−$11.2KCut−$11.2K
Christensen, King & Associates Investment Services, Inc.7.03K$479.2K−$9.25KAdded$73.6K
EP Wealth Advisors, LLC7.03K$479K−$11.2KCut−$22K
Cauble & Harre Wealth Management, Inc.5.92K$467.5K$37KAdded$186.7K
BlackRock, Inc.6.85K$466.6K−$10.9KCut−$10.9K
HB Wealth Management, LLC6.67K$454.9K−$10.6KCut−$69.9K
Strategic Blueprint, LLC6.64K$452.4K−$10.1KAdded$11.3K
XY Planning Network, Inc.6.54K$451.8KNew
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.6.59K$449.1K−$10.5KCut−$29K
HARBOUR INVESTMENTS, INC.6.54K$445.4K−$7.67KAdded$110K
Prime Capital Investment Advisors, LLC6.5K$443.1K−$7.81KAdded$100.6K
Atlantic Union Bankshares Corp6.47K$441.2K−$10.3KCut−$10.3K
Independent Advisor Alliance6.17K$420.2KNew
Destination Wealth Management6K$408.8K−$9.54KCut−$132.8K
Accurate Wealth Management, LLC5.7K$404.8K−$6.98KCut−$6.98K
Madrid Wealth Management, LLC5.85K$398.5K−$9.3KCut−$9.3K
VERITY Wealth Advisors5.79K$394.3K−$9.2KCut−$9.2K
STIFEL FINANCIAL CORP5.75K$391.9K−$9.09KCut−$226.6K
Root Financial Partners, LLC5.66K$385.9K−$8.43KAdded$17.3K
Western Wealth Management, LLC5.61K$382.3K−$8.03KAdded$32K
OneDigital Investment Advisors LLC5.55K$378.5K−$8.83KCut−$27.8K
WEALTHCARE CAPITAL MANAGEMENT LLC5.4K$368.1K−$8.59KCut−$19.8K
Focus Financial Network, Inc.5.31K$361.8K−$8.5KCut−$15.9K
Coastline Trust Co5.28K$359.8K−$8.4KCut−$8.4K
Financial Partners Group, Inc5.17K$352.7K−$21.9KCut−$23.2K
Sanctuary Advisors, LLC4.97K$338.5K−$7.68KAdded$1.72K
Icahn Capital4.93K$336.2K−$4.88KAdded$122.1K
Stratos Wealth Partners, LTD.4.92K$335.5K−$7.83KCut−$7.83K
FIFTH THIRD BANCORP4.86K$330.9KNew
Merit Financial Group, LLC4.83K$329.2K−$7.7KCut−$172.9K
COLLECTIVE FAMILY OFFICE LLC4.71K$321.2K−$7.5KCut−$7.5K
Selective Wealth Management, Inc.4.28K$320.8K$13.1KAdded$13.1K
Archford Capital Strategies, LLC4.65K$316.7K−$7.39KCut−$95.4K
OPPENHEIMER & CO INC4.62K$314.9K−$7.28KCut−$4.28K
EQ LLC4.58K$312K−$7.28KCut−$7.28K
Tradition Wealth Management, LLC4.45K$303.5K−$7.08KCut−$7.08K
Integrity Advisory Solutions, LLC4.42K$301.1KNew
Embree Financial Group4.3K$293.3K−$6.85KCut−$6.85K
Vise Technologies, Inc.4.19K$292.3K$0Held
PFG Private Wealth Management, LLC4.28K$291.5K−$6.8KCut−$6.8K
MATHER GROUP, LLC.4.25K$289.8K−$6.76KCut−$6.76K
Compound Planning, Inc.4.24K$288.8K−$6.74KCut−$6.74K
CITIZENS FINANCIAL GROUP INC/RI4.22K$287.4K−$6.71KCut−$6.71K
BOYUM WEALTH ARCHITECTS LLC3.68K$282.2KNew
Beacon Pointe Advisors, LLC4.05K$276.2K−$6.44KCut−$21.6K
Detalus Advisors, LLC4K$272.9K−$6.37KCut−$13.3K
CFO4Life Group, LLC3.96K$269.9K−$6.3KCut−$6.3K
FOUNDATIONS INVESTMENT ADVISORS, LLC3.77K$257.2KNew
Bouchey Financial Group Ltd3.59K$255.5K$5.27KAdded$5.27K
Symmetry Partners, LLC3.63K$247.1K−$5.77KCut−$121.7K
Cedar Wealth Management, LLC3.44K$234.8K−$5.48KCut−$5.48K
Crews Bank & Trust3.38K$230.5K−$5.38KCut−$5.38K
Rockefeller Capital Management L.P.3.33K$227.3K−$5.33KCut−$51.5K
VestGen Advisors, LLC2.88K$227.2K$26.5KAdded$13K
Benchmark Financial Wealth Advisors, LLC3.32K$226.5K−$5.29KCut−$5.29K
Rinkey Investments3.27K$222.6K−$5.19KCut−$5.2K
Perennial Investment Advisors, LLC3.25K$221.6K−$5.18KCut−$7.48K
Balance Wealth, LLC3.24K$220.7KNew
Triton Financial Group Inc3.18K$219KNew
EQUITABLE TRUST CO3.19K$217.3K−$5.07KCut−$5.07K
Sigma Planning Corp3.14K$214K−$4.99KCut−$4.99K
Invst, LLC3.1K$211.6K−$4.97KCut−$39.5K
Pure Financial Advisors, LLC3.09K$210.5K−$4.84KCut−$1.84K
Hutchens & Kramer Investment Management Group, LLC3.04K$207.2K−$4.84KCut−$13.3K
Ashton Thomas Private Wealth, LLC2.84K$193.4K−$4.5KCut−$107.4K
Allworth Financial LP2.37K$161.6K−$3.47KAdded$9.41K
JPMORGAN CHASE & CO2.32K$152.6K−$6.07KAdded$46K
ASSETMARK, INC1.99K$135.8K−$3.17KCut−$44K
JFS WEALTH ADVISORS, LLC1.99K$135.4K−$3.16KCut−$3.16K
Advisory Services Network, LLC1.87K$127.5KNew
LOM Asset Management Ltd1.7K$115.9K−$2.7KCut−$2.7K
Financial Life Planners1.56K$106.3KNew
Aptus Capital Advisors, LLC1.35K$91.9K−$2.05KAdded$1.97K
Mascoma Wealth Management LLC1.14K$77.6K−$1.81KCut−$1.81K
BLAIR WILLIAM & CO/IL1.04K$70.8K−$1.65KCut−$588.4K
Horizon Investments, LLC1.03K$70.5K−$823Added$34.4K
EVERMAY WEALTH MANAGEMENT LLC954$65K−$1.11KAdded$16.2K
Kilter Group LLC779$53.1K−$1.24KCut−$1.24K
CoreCap Advisors, LLC751$51.2K−$1.2KCut−$1.2K
GLENMEDE TRUST CO NA750$51.1K−$1.19KCut−$1.19K
Cassaday & Co Wealth Management LLC749$51KNew
Financial Network Wealth Advisors LLC720$49.1K−$1.14KCut−$1.15K
Global Wealth Strategies & Associates669$45.6K−$1.02KAdded$958
MV CAPITAL MANAGEMENT, INC.667$45.5K−$1.06KCut−$1.06K
Federation des caisses Desjardins du Quebec533$36.3K−$849Cut−$19.8K
Finley Financial, LLC500$34.1K−$795Cut−$795
United Financial Planning Group LLC480$32.7KNew
GODSEY & GIBB, INC423$28.8K−$673Cut−$673
Cherry Tree Wealth Management, LLC419$28.6K−$667Cut−$667
JNBA Financial Advisors400$27.3K−$636Cut−$636
Sound Income Strategies, LLC386$26.7K−$1.13KCut−$4.51K
Harbor Asset Planning, Inc.387$26.4K−$616Cut−$616
Crewe Advisors LLC385$26.2K−$612Cut−$612
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC364$24.8KNew
Russell Investments Group, Ltd.361$24.6K−$574Cut−$1.13K
Key Financial Inc360$24.5K−$572Cut−$572
Y.D. More Investments Ltd360$23.7KNew
CENTRAL TRUST Co335$22.8K−$532Cut−$532
FRANKLIN RESOURCES INC300$20.4K−$477Cut−$477
Pacific Center for Financial Services298$20.3K−$1.13KCut−$1.13K
SIMPLEX TRADING, LLC296$20.2K−$418Added$1.83K
Provenance Wealth Advisors, LLC294$20K−$468Cut−$468
Capital Investment Advisory Services, LLC275$18.7K−$438Cut−$438
Arax Advisory Partners267$18.2K−$450Cut−$131.6K
MORRIS FINANCIAL CONCEPTS, INC.258$17.6K−$410Cut−$410
Sage Mountain Advisors LLC252$17.2K−$400Cut−$400
Kingdom Financial Group LLC.231$15.8K−$368Cut−$368
Lloyd Advisory Services, LLC.231$15.8KNew
Sunbelt Securities, Inc.231$15.7K−$368Cut−$368
EASTERN BANK229$15.6K−$364Cut−$364
CDKV HOLDINGS LLC229$15.6K−$363Cut−$363
FINANCIAL CONSULATE, INC228$15.5K−$362Cut−$362
Heritage Wealth Advisors218$14.9KNew
ELEVATION WEALTH PARTNERS, LLC210$14.3K−$335Cut−$335
Ritter Daniher Financial Advisory LLC / DE208$14.2K−$331Cut−$331
Spire Wealth Management204$13.9K−$325Cut−$15.4K
Cranbrook Wealth Management, LLC194$13.2K−$309Cut−$309
Abound Wealth Management160$10.9K−$256Cut−$256
Archer Investment Corp133$9.06KNew
Betterment LLC127.2K$8.67K−$158Added$1.74K
Arlington Trust Co LLC115$7.84KNew
TD Capital Management LLC105$7.16K−$168Cut−$168
IFP Advisors, Inc105$7.16K−$167Cut−$37.7K
AdvisorNet Financial, Inc104$7.09K−$165Cut−$165
Main Street Group, LTD101$6.86KNew
Accordant Advisory Group Inc98$6.68K−$156Cut−$156
MBM WEALTH CONSULTANTS, LLC95$6.46KNew
Align Financial, LLC77$5.25K$5.17KCut−$122
Balentine LLC74$5.04K−$118Cut−$118
CGC Financial Services, LLC66$4.5KNew
MCGUIRE CAPITAL ADVISORS INC54$3.68KNew
ALERUS FINANCIAL NA53$3.61K−$84Cut−$84
Piscataqua Savings Bank50$3.41K−$80Cut−$80
Golden State Wealth Management, LLC50$3.41K−$80Cut−$80
WOLFF WIESE MAGANA LLC42$2.86K−$67Cut−$67
REAP Financial Group, LLC41$2.79K−$65Cut−$65
RED REEF ADVISORS LLC35$2.38K−$56Cut−$56
Cambridge Investment Research Advisors, Inc.29.1K$1.98K−$46Cut−$177

Who left

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.