Stock
Reported value
$5.16B
Holders
552
+49 new · −77 exited
Holders’ est. mark
−$9.96M
Price effect on 241 books still in the name
Largest holder
$622.4M
ROYAL BANK OF CANADA
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $136.8K
- Icahn Capital0.0% · $869.3K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| ROYAL BANK OF CANADA | 14.7M | $622.4M | −$8M | Added$10.4M |
| MORGAN STANLEY | 12.8M | $542.1M | −$7.16M | Cut−$5.79M |
| ASSETMARK, INC | 12.6M | $532.4M | −$6.57M | Added$29.8M |
| Empower Advisory Group, LLC | 12.1M | $511.7M | −$6.24M | Added$34.1M |
| Japan Science & Technology Agency | 4.45M | $188.3M | −$2.49M | Cut−$2.49M |
| BlackRock, Inc. | 4.22M | $178.5M | −$2.14M | Added$14.8M |
| LPL Financial LLC | 3.06M | $129.4M | −$1.59M | Added$7.63M |
| NEPC LLC | 2.63M | $111.4M | −$1.47M | Cut−$1.47M |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.61M | $110.3M | −$1.46M | Cut−$16.2M |
| BANK OF AMERICA CORP /DE/ | 2.57M | $108.8M | −$1.36M | Added$4.9M |
| Bramshill Investments, LLC | 2.09M | $88.5M | −$1.17M | Cut−$425.2M |
| Wealthfront Advisers LLC | 1.93M | $81.7M | −$1.08M | Cut−$38.9M |
| MERCER GLOBAL ADVISORS INC /ADV | 1.8M | $75.9M | −$1.01M | Cut−$6.83M |
| ENVESTNET ASSET MANAGEMENT INC | 1.7M | $71.9M | −$946.3K | Cut−$526.4K |
| NOMURA ASSET MANAGEMENT CO LTD | 1.58M | $66.7M | −$856.2K | Added$1.2M |
| State of Tennessee, Department of Treasury | 1.16M | $49.2M | — | New |
| Bank of New York Mellon Corp | 1.15M | $48.6M | −$491.2K | Added$11M |
| WELLS FARGO & COMPANY/MN | 1.13M | $47.7M | −$631.1K | Cut−$16.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1.08M | $45.6M | $45.5M | Added$45.5M |
| Sound Income Strategies, LLC | 1.02M | $42.8M | −$944K | Cut−$1.83M |
| Allspring Global Investments Holdings, LLC | 982.3K | $41.6M | −$484.7K | Added$4.45M |
| Cetera Investment Advisers | 873.5K | $37M | −$483.6K | Cut−$62.1K |
| RAYMOND JAMES FINANCIAL INC | 825.7K | $34.9M | −$462.4K | Cut−$1.14M |
| UBS Group AG | 741.7K | $31.4M | −$397.7K | Added$936.7K |
| Mariner, LLC | 698.8K | $29.6M | −$391.3K | Cut−$16.6M |
| Ninety One UK Ltd | 579.7K | $24.5M | −$323.5K | Cut−$242.1K |
| SCOTIA CAPITAL INC. | 579.6K | $24.5M | −$292.5K | Added$2.13M |
| HighTower Advisors, LLC | 549.1K | $23.2M | −$290.6K | Added$983.4K |
| Baker Avenue Asset Management, LP | 547.1K | $23.1M | −$298.2K | Added$319.7K |
| AMERICAN CENTURY COMPANIES INC | 544.3K | $23M | −$304.8K | Cut−$304.8K |
| Financial Gravity Asset Management, Inc. | 541.8K | $22.9M | −$294.9K | Added$343.9K |
| High Probability Advisors, LLC | 533.4K | $22.6M | −$265.6K | Added$2.23M |
| Creative Planning | 526.9K | $22.3M | −$293.2K | Cut−$145.5K |
| SHP Wealth Management | 523.8K | $22.2M | −$293.3K | Cut−$4.59M |
| Gibbs Wealth Management | 518.5K | $21.9M | −$208.4K | Added$9.81M |
| Ocean Park Asset Management, LLC | 516K | $21.8M | −$289K | Cut−$21.4M |
| ATWOOD & PALMER INC | 457.7K | $19.4M | −$252K | Added$78.1K |
| STIFEL FINANCIAL CORP | 431.3K | $18.2M | −$226.6K | Added$885.6K |
| BlueSky Wealth Advisors, LLC | 418K | $17.7M | — | New |
| Legacy Financial Group LLC | 414.5K | $17.5M | −$186.5K | Cut−$299.2K |
| OSAIC HOLDINGS, INC. | 409.2K | $17.3M | −$229.3K | Cut−$2.48M |
| Advisors Capital Management, LLC | 384.5K | $16.3M | −$210.8K | Added$129.6K |
| MAI Capital Management | 384.3K | $16.3M | −$204.2K | Added$627.1K |
| MML INVESTORS SERVICES, LLC | 364.7K | $15.4M | −$204.2K | Cut−$4.1M |
| KilterHowling LLC | 359.3K | $15.2M | −$146.4K | Added$4M |
| Cascade Wealth Advisors, Inc | 351.8K | $15M | −$204.6K | Added$11.2K |
| SWEENEY & MICHEL, LLC | 335K | $14.2M | −$112.5K | Added$454.3K |
| Belpointe Asset Management LLC | 306.7K | $13M | −$171.7K | Cut−$605.8K |
| MGO ONE SEVEN LLC | 302.5K | $12.8M | −$161.4K | Added$439.3K |
| TRUIST FINANCIAL CORP | 300.6K | $12.7M | −$168.3K | Cut−$1.75M |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 291.7K | $12.4M | −$83.1K | Cut−$655.3K |
| JPMORGAN CHASE & CO | 290.7K | $12.2M | −$270.3K | Cut−$2.08M |
| FORONJY FINANCIAL LLC | 287.6K | $12.2M | −$156.5K | Added$189.3K |
| Trivium Point Advisory, LLC | 285.5K | $12.1M | −$159.9K | Cut−$3.22M |
| AMERIPRISE FINANCIAL INC | 283.8K | $12M | −$142.6K | Cut−$5.48M |
| Freestate Advisors LLC | 261.4K | $11.1M | −$146.1K | Cut−$126.3K |
| Peak Financial Management, Inc. | 260.5K | $11M | −$139K | Added$381.3K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 258.7K | $10.9M | −$135.6K | Added$567.6K |
| Twelve Points Wealth Management LLC | 257.7K | $10.9M | −$96.5K | Added$5.29M |
| State of New Jersey Common Pension Fund D | 250.4K | $10.6M | −$140.2K | Cut−$32.3M |
| Kestra Advisory Services, LLC | 245.8K | $10.4M | −$125.7K | Added$779.3K |
| Waterloo Capital, L.P. | 241.7K | $10.2M | −$135.3K | Cut−$1.06M |
| Pathstone Holdings, LLC | 240.5K | $10.2M | −$134.7K | Cut−$592.4K |
| Powers Advisory Group, LLC | 236.3K | $10M | −$122.4K | Added$626.6K |
| Alesco Advisors LLC | 228K | $9.64M | −$84.9K | Added$3.14M |
| KITCHING PARTNERS, LLC | 225.4K | $9.54M | −$126.2K | Cut−$821.3K |
| OneDigital Investment Advisors LLC | 223.3K | $9.45M | −$125K | Cut−$512.1K |
| Integrated Wealth Concepts LLC | 215.5K | $9.12M | −$36.1K | Added$6.36M |
| Cascade Financial Partners, LLC | 207.4K | $8.78M | −$86.8K | Added$2.14M |
| Merit Financial Group, LLC | 204.2K | $8.64M | −$74.4K | Added$2.94M |
| Whitford Management LLC | 202K | $8.55M | −$113.1K | Cut−$113.1K |
| Ascent Group, LLC | 193K | $8.17M | −$104.3K | Added$182.2K |
| RITHOLTZ WEALTH MANAGEMENT | 191.3K | $8.1M | −$99.1K | Added$506.9K |
| Portside Wealth Group, LLC | 188.9K | $7.99M | −$92.3K | Added$928K |
| Motley Fool Wealth Management, LLC | 180.4K | $7.63M | −$101.1K | Cut−$2.62M |
| Towercrest Capital Management | 175.6K | $7.43M | −$91.6K | Added$418.8K |
| Cerity Partners LLC | 175.6K | $7.43M | −$98.3K | Cut−$250.4K |
| Smith Salley Wealth Management | 175.4K | $7.42M | −$59.9K | Added$2.84M |
| Curtis Advisory Group, LLC | 175.2K | $7.41M | −$98.1K | Cut−$1.2M |
| Alexis Investment Partners, LLC | 165K | $6.92M | −$141.5K | Added$578.8K |
| Gerber Kawasaki Wealth & Investment Management | 162.9K | $6.89M | −$82.7K | Added$562K |
| RiverFront Investment Group, LLC | 159.2K | $6.73M | −$78.8K | Added$703.6K |
| Stratos Wealth Partners, LTD. | 156.5K | $6.62M | −$85.9K | Added$43.1K |
| Livet Wealth, LLC | 156.1K | $6.6M | −$87K | Cut−$51.6K |
| LOOMIS SAYLES & CO L P | 154.3K | $6.53M | −$86.4K | Cut−$13.5M |
| Hudock, Inc. | 152.3K | $6.45M | −$75.6K | Added$659K |
| Redhawk Wealth Advisors, Inc. | 150.9K | $6.38M | −$81.4K | Added$151.5K |
| Arkadios Wealth Advisors | 150.1K | $6.35M | −$79K | Added$304.3K |
| Independent Solutions Wealth Management, LLC | 149.6K | $6.33M | −$49.9K | Added$2.51M |
| BridgePort Financial Solutions, LLC | 143.5K | $6.07M | −$80.4K | Cut−$909.9K |
| Alliance Wealth Management Group | 142.3K | $6.02M | −$72.8K | Added$446.9K |
| Ameritas Advisory Services, LLC | 139K | $5.88M | −$77.8K | Cut−$340.8K |
| COURIER CAPITAL LLC | 135.8K | $5.75M | −$70.6K | Added$341.8K |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 129.4K | $5.47M | −$72.4K | Cut−$1.58M |
| INTEGRITY ALLIANCE, LLC. | 128.4K | $5.43M | −$67.3K | Added$279.8K |
| Gallagher Fiduciary Advisors, LLC | 127.3K | $5.39M | −$71.3K | Cut−$264.7K |
| Norris Financial Group, LLC | 121.8K | $5.15M | −$58.4K | Added$681.3K |
| Madden Advisory Services, Inc. | 120.8K | $5.11M | −$66.1K | Added$47.3K |
| Level Financial Advisors | 120.5K | $5.1M | −$65.9K | Added$55.1K |
| ADELL HARRIMAN & CARPENTER INC | 119.3K | $5.05M | −$62.8K | Added$237.6K |
| JONES FINANCIAL COMPANIES LLLP | 119.9K | $5.02M | −$98.5K | Added$715.6K |
| Manske Wealth Management | 116.6K | $4.93M | −$55K | Added$723.4K |
| Cadent Capital Advisors, LLC | 115.5K | $4.88M | −$16.4K | Added$3.63M |
| INVESTMENT PARTNERS, LTD. | 115.4K | $4.88M | −$64.6K | Cut−$486.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 113.3K | $4.79M | −$63.5K | Cut−$218.2K |
| SIGMA INVESTMENT COUNSELORS INC | 110.2K | $4.66M | −$61.7K | Cut−$103.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 109.5K | $4.63M | −$53.6K | Added$530.8K |
| Friedenthal Financial | 108.6K | $4.6M | −$57.9K | Added$162.7K |
| JMAC ENTERPRISES LLC | 106.7K | $4.51M | −$59K | Added$270 |
| CreativeOne Wealth, LLC | 104.8K | $4.44M | −$58.7K | Cut−$652.8K |
| Orion Porfolio Solutions, LLC | 101.3K | $4.29M | −$39.2K | Added$1.28M |
| One Capital Management, LLC | 100.8K | $4.27M | −$56.5K | Cut−$67.3K |
| CWM, LLC | 100.7K | $4.26M | $4.25M | Added$4.25M |
| ALLSTATE CORP | 100K | $4.23M | −$46.8K | Added$650.5K |
| EFG International AG | 97.6K | $4.13M | −$54.7K | Cut−$2.28M |
| CITY HOLDING CO | 97.2K | $4.11M | −$53.5K | Cut−$207.1K |
| LARCH CAPITAL PARTNERS LLC | 97.1K | $4.11M | −$54.3K | Cut−$46.2K |
| Tower Research Capital LLC (TRC) | 96.7K | $4.09M | −$41.9K | Added$884.6K |
| GOLDMAN SACHS GROUP INC | 94.9K | $4.01M | −$53.1K | Cut−$4.29M |
| Addison Capital Co | 90.1K | $3.81M | −$39.2K | Added$820.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 89.4K | $3.77M | −$70.6K | Cut−$5.21M |
| BANK OF MONTREAL /CAN/ | 88.8K | $3.76M | −$49.7K | Cut−$109.7K |
| FULTON BREAKEFIELD BROENNIMAN LLC | 86.8K | $3.67M | −$46.2K | Added$136K |
| WEBSTER BANK, N. A. | 84.6K | $3.58M | −$44.1K | Added$206.5K |
| American Wealth Advisors, LLC | 84.2K | $3.56M | −$46.1K | Added$34.8K |
| World Investment Advisors | 83K | $3.51M | −$43K | Added$225.8K |
| OLD NATIONAL BANCORP /IN/ | 82.7K | $3.5M | −$46K | Cut−$20.7K |
| FRANKLIN RESOURCES INC | 81.6K | $3.45M | −$45.7K | Cut−$1.41M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 80.3K | $3.4M | −$32.9K | Added$877.7K |
| Prosperity Consulting Group, LLC | 79.7K | $3.37M | −$43.9K | Added$10.7K |
| Virtue Capital Management, LLC | 78.5K | $3.29M | −$75.4K | Cut−$120K |
| Sigma Planning Corp | 77.6K | $3.28M | −$42.9K | Cut−$1.19K |
| Drucker Wealth 3.0, LLC | 76.8K | $3.25M | −$43K | Cut−$96.3K |
| Flavin Financial Services, Inc. | 76.8K | $3.25M | −$41.9K | Added$41.6K |
| CLUNE & ASSOCIATES, LTD. | 75.4K | $3.19M | −$42.2K | Cut−$1.48M |
| Savvy Advisors, Inc. | 75.4K | $3.19M | −$11.4K | Added$2.32M |
| Future Financial Wealth Managment LLC | 74.2K | $3.16M | −$27.5K | Cut−$106.3K |
| INSIGNEO ADVISORY SERVICES, LLC | 73.6K | $3.11M | −$41.2K | Cut−$164.2K |
| Continuum Advisory, LLC | 73.1K | $3.09M | −$40.9K | Cut−$54.6K |
| Investments & Financial Planning, LLC | 71.5K | $3.03M | −$33.3K | Added$480.6K |
| Gateway Wealth Partners, LLC | 71.3K | $3.02M | — | New |
| Parcion Private Wealth LLC | 70.6K | $2.99M | −$38.9K | Added$9.13K |
| Farther Finance Advisors, LLC | 69K | $2.91M | −$39.1K | Added$672.6K |
| Endowment Wealth Management, Inc. | 68.6K | $2.9M | −$31.3K | Added$510.5K |
| Mutual Advisors, LLC | 68K | $2.88M | −$12K | Added$1.96M |
| Composition Wealth, LLC | 67.7K | $2.87M | −$37.9K | Cut−$473.4K |
| Essex LLC | 67.5K | $2.86M | −$34.5K | Added$212.1K |
| Etesian Wealth Advisors, Inc. | 66.6K | $2.82M | −$36.8K | Added$4.29K |
| Sovran Advisors, LLC | 65.9K | $2.81M | −$21.5K | Added$238.5K |
| Owen LaRue, LLC | 64.3K | $2.72M | −$36K | Cut−$889.8K |
| Equitable Holdings, Inc. | 63.3K | $2.71M | −$0 | Added$34.8K |
| Center For Asset Management LLC | 63.6K | $2.69M | −$35.7K | Cut−$54.1K |
| Sumitomo Mitsui Trust Group, Inc. | 63.1K | $2.67M | −$35.4K | Cut−$210.8K |
| REGIONS FINANCIAL CORP | 62.8K | $2.66M | −$30.3K | Added$341.3K |
| J.W. COLE ADVISORS, INC. | 61.6K | $2.61M | $364K | Added$526.4K |
| StoneX Group Inc. | 60.7K | $2.56M | −$32.2K | Added$678.8K |
| Advisory Services Network, LLC | 60.4K | $2.56M | −$19.9K | Added$1.03M |
| PRUDENTIAL FINANCIAL INC | 60.4K | $2.55M | −$32.1K | Added$96.4K |
| D L CARLSON INVESTMENT GROUP INC | 59.7K | $2.53M | −$31.6K | Added$109.3K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 58.7K | $2.5M | −$14K | Added$1.3M |
| Guardian Asset Advisors, LLC | 57.6K | $2.44M | −$32.3K | Cut−$219.6K |
| PFG Investments, LLC | 57.2K | $2.42M | −$32.1K | Cut−$488.9K |
| Strategic Investment Advisors / MI | 57.2K | $2.42M | −$25.3K | Added$498.5K |
| S. R. Schill & Associates | 53.9K | $2.28M | −$28K | Added$137.1K |
| Avior Wealth Management, LLC | 53.8K | $2.28M | −$30.2K | Cut−$5.25M |
| Arete Wealth Advisors, LLC | 53.7K | $2.27M | $2.27M | Added$2.27M |
| Cordoba Advisory Partners LLC | 53.2K | $2.25M | −$29.8K | Cut−$629.6K |
| Chicago Partners Investment Group LLC | 52.5K | $2.24M | −$20K | Added$240K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 52.5K | $2.22M | −$36.1K | Cut−$97.3K |
| Perigon Wealth Management, LLC | 51.6K | $2.18M | −$28.9K | Cut−$265.3K |
| Rosenberg Matthew Hamilton | 51.5K | $2.18M | −$26.6K | Added$143.8K |
| Mount Lucas Management LP | 51.4K | $2.17M | −$26K | Added$185.3K |
| Rockefeller Capital Management L.P. | 51.1K | $2.16M | −$23.9K | Added$334.5K |
| 1834 INVESTMENT ADVISORS CO | 50.2K | $2.13M | −$27K | Added$55K |
| Sanctuary Advisors, LLC | 49.7K | $2.1M | −$27.8K | Cut−$159K |
| Hofer & Associates. Inc | 49.5K | $2.09M | −$27.7K | Cut−$29.9K |
| Geneos Wealth Management Inc. | 48.3K | $2.04M | −$27.1K | Cut−$128.6K |
| Thrive Capital Management, LLC | 48.2K | $2.04M | −$27K | Cut−$287K |
| Diversified Enterprises, LLC | 47.7K | $2.02M | −$26.4K | Cut−$3.2K |
| LAFFER TENGLER INVESTMENTS, INC. | 47.4K | $2.01M | −$24.9K | Added$101.3K |
| Rooted Wealth Advisors, Inc. | 47K | $2M | −$3.75K | Cut−$102.4K |
| Focus Partners Advisor Solutions, LLC | 47.1K | $1.99M | — | New |
| TigerOak Management, L.L.C. | 47.1K | $1.99M | −$14.2K | Added$903.6K |
| Pacer Advisors, Inc. | 47K | $1.99M | −$26.3K | Cut−$26.3K |
| Impact Partnership Wealth, LLC | 46.7K | $1.98M | −$19.9K | Added$449.2K |
| Western Wealth Management, LLC | 46.3K | $1.96M | — | New |
| HCR Wealth Advisors | 45.6K | $1.93M | −$25.5K | Cut−$145.3K |
| Csenge Advisory Group | 45.5K | $1.93M | −$22.9K | Added$175.6K |
| Summit Financial, LLC | 45.4K | $1.92M | −$19.3K | Added$442.2K |
| TICINO WEALTH | 40.1K | $1.91M | $100.4K | Added$991.5K |
| Indivisible Partners | 44.6K | $1.89M | −$18.2K | Added$490.5K |
| Sanchez Gaunt Capital Management, LLC | 43.1K | $1.82M | — | Held |
| Squire Investment Management Company, LLC | 42.8K | $1.81M | −$23.7K | Cut−$2.95K |
| Balefire, LLC | 42K | $1.78M | −$23.5K | Cut−$1.13M |
| Mirae Asset Global Investments Co., Ltd. | 41.6K | $1.76M | −$17.2K | Added$439.7K |
| Atria Investments, Inc | 41K | $1.73M | −$22.9K | Cut−$17.9M |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | 40.4K | $1.71M | −$18.9K | Added$266.3K |
| Cresset Asset Management, LLC | 40.1K | $1.7M | −$22.4K | Cut−$21.8K |
| Brand Asset Management Group, Inc. | 40K | $1.69M | −$22.4K | Cut−$176.4K |
| Envestnet Portfolio Solutions, Inc. | 39.9K | $1.69M | −$22.3K | Cut−$633.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39.5K | $1.67M | — | New |
| GeoWealth Management, LLC | 39.4K | $1.67M | −$22K | Cut−$5.53M |
| Private Advisor Group, LLC | 38.8K | $1.64M | −$21.7K | Cut−$1.68M |
| RICHARDSON FINANCIAL SERVICES INC. | 38.2K | $1.62M | −$21.3K | Cut−$12.3K |
| Sandro Wealth Management LLC | 38.2K | $1.62M | −$20.5K | Added$51.9K |
| Sterling Investment Counsel, LLC | 36.5K | $1.54M | −$5.11K | Added$817.5K |
| Ashton Thomas Private Wealth, LLC | 35.9K | $1.52M | −$19.2K | Added$54.6K |
| Steward Partners Investment Advisory, LLC | 35.9K | $1.52M | −$19.9K | Cut−$9.07K |
| IFP Advisors, Inc | 35.7K | $1.51M | −$19.7K | Added$5.85K |
| NAPLES GLOBAL ADVISORS, LLC | 35.2K | $1.49M | −$19.7K | Cut−$168.9K |
| TriaGen Wealth Management LLC | 35.2K | $1.49M | −$18.9K | Added$39.8K |
| NORDEN GROUP LLC | 34.9K | $1.48M | −$14.4K | Added$375.7K |
| Carr Financial Group Corp | 34.9K | $1.48M | −$19.5K | Cut−$409.8K |
| Guidance Point Advisors, LLC | 34.6K | $1.46M | −$18.6K | Added$41.7K |
| Canvas Wealth Advisors, LLC | 34.6K | $1.46M | −$18.1K | Added$75.5K |
| PLANNING DIRECTIONS INC | 34.5K | $1.46M | −$19.3K | Cut−$4.08M |
| Jaffetilchin Investment Partners, LLC | 34.1K | $1.44M | −$19.1K | Cut−$19.2K |
| FIRST CITIZENS BANK & TRUST CO | 33.9K | $1.43M | −$18.6K | Added$13.8K |
| Kingsview Wealth Management, LLC | 32.4K | $1.37M | −$17.1K | Added$59.6K |
| Western Financial Corp/CA | 32.2K | $1.36M | −$18K | Cut−$62.9K |
| Bakala Capital LLC | 31.8K | $1.35M | −$17.6K | Cut−$2.19K |
| Beacon Pointe Advisors, LLC | 31.6K | $1.34M | −$15.4K | Added$157.9K |
| Summit Wealth Partners, LLC | 30.7K | $1.3M | −$17.2K | Cut−$174.6K |
| ALTERNA WEALTH MANAGEMENT, INC | 30.2K | $1.28M | −$16.9K | Cut−$145.4K |
| Resurgent Financial Advisors LLC | 30K | $1.27M | −$16.8K | Cut−$69.7K |
| Cogent Private Wealth, Inc. | 29.3K | $1.24M | −$16.4K | Cut−$16.4K |
| Tidal Investments LLC | 29.2K | $1.23M | −$23.4K | Cut−$50.9K |
| RMG Wealth Management LLC | 28.8K | $1.22M | — | New |
| TFB Advisors LLC | 28.7K | $1.21M | −$16K | Cut−$626.8K |
| Sage Advisory Services, Ltd.Co. | 28.6K | $1.21M | −$16.1K | Cut−$3.95M |
| Focus Partners Wealth | 28.6K | $1.21M | −$16K | Cut−$5.21M |
| 21 West Wealth Management LLC | 28.5K | $1.21M | −$15.7K | Added$2.05K |
| Compound Planning, Inc. | 28.5K | $1.2M | −$15.9K | Cut−$1.04M |
| PRINCIPAL SECURITIES, INC. | 28.4K | $1.2M | −$15.9K | Cut−$8.03M |
| LEVEL FOUR ADVISORY SERVICES, LLC | 27.9K | $1.18M | −$15.6K | Cut−$225.3K |
| Prime Capital Investment Advisors, LLC | 27.4K | $1.16M | −$15.2K | Cut−$3.72K |
| Klaas Financial Asset Advisors, LLC | 26.9K | $1.14M | −$15.1K | Cut−$1.07M |
| IHT Wealth Management, LLC | 26.9K | $1.14M | −$15.1K | Cut−$31.8K |
| Entelevest, LLC | 26.8K | $1.14M | −$15K | Cut−$70K |
| NorthStar Asset Management LLC /NJ/ | 26.8K | $1.13M | −$15K | Cut−$24.9K |
| FIRST HAWAIIAN BANK | 26.6K | $1.13M | −$14.9K | Cut−$13.7K |
| JFS WEALTH ADVISORS, LLC | 26.5K | $1.12M | −$14.6K | Added$790 |
| IPG Investment Advisors LLC | 26.3K | $1.11M | −$7.4K | Added$547.9K |
| Obsido Oy | 26.3K | $1.11M | −$13.6K | Added$75.9K |
| NDWM LLC | 25.7K | $1.09M | −$14K | Added$16.3K |
| Pinnacle Financial Partners, Inc. | 25.1K | $1.06M | −$14K | Cut−$25.9K |
| SEAVIEW INVESTMENT MANAGERS LLC | 24.9K | $1.06M | −$7.11K | Added$510.9K |
| Oakmont Advisory Group, LLC | 24.9K | $1.06M | −$13.9K | Cut−$194.8K |
| KINTRA WEALTH, LLC | 24.9K | $1.05M | — | New |
| Portfolio Strategies, Inc. | 24.4K | $1.03M | −$13.6K | Cut−$13.6K |
Who left
- Permanens Capital L.P.$36.3M
- Matthew Goff Investment Advisor, LLC$19.1M
- Hilton Capital Management, LLC$16.8M
- CAPSTONE INVESTMENT ADVISORS, LLC$14.5M
- Financial Sense Advisors, Inc.$11.7M
- OLD MISSION CAPITAL LLC$11.2M
- Clearstead Advisors, LLC$11M
- GC Wealth Management RIA, LLC$7.2M
- CHILDRESS CAPITAL ADVISORS, LLC$4.63M
- RETIREMENT FINANCIAL SOLUTIONS, LLC$4.43M
- Archford Capital Strategies, LLC$3.89M
- TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$3.82M
- PERSPECTIVE WEALTH ADVISORS LLC$3.46M
- Crabel Capital Management, LLC$2.98M
- Bauman Advisory Group, LLC$2.69M
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.