Stock
Reported value
$10.4B
Holders
619
+46 new · −45 exited
Holders’ est. mark
$171M
Price effect on 244 books still in the name
Largest holder
$2.62B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $62.4M
- Icahn Capital0.0% · $4.03M
- Citadel0.0% · $1.52M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 56.7M | $2.62B | $43.1M | Added$108.9M |
| PNC Financial Services Group, Inc. | 17.3M | $800.2M | $13.5M | Cut−$28.8M |
| ENVESTNET ASSET MANAGEMENT INC | 14.2M | $657.4M | $11.1M | Cut−$91.4M |
| BANK OF AMERICA CORP /DE/ | 7.77M | $359.4M | $6.06M | Cut−$838.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6.84M | $316.2M | $5.03M | Added$23.3M |
| MORGAN STANLEY | 6.2M | $286.8M | $4.5M | Added$24.8M |
| Capital Investment Advisors, LLC | 5.99M | $276.7M | $4.51M | Added$13.8M |
| Cerity Partners LLC | 5.22M | $241.2M | $2.97M | Added$20.6M |
| Cetera Investment Advisers | 4.44M | $205.4M | $3.47M | Added$3.12M |
| LPL Financial LLC | 4.22M | $195.2M | $3.27M | Added$4.48M |
| UBS Group AG | 4.19M | $193.8M | $3.04M | Added$16.5M |
| AMERIPRISE FINANCIAL INC | 3.77M | $174.5M | $2.9M | Cut−$376.9M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 3.44M | $158.9M | — | Held |
| MERCER GLOBAL ADVISORS INC /ADV | 2.73M | $126.2M | $2.07M | Added$5.81M |
| Corient Private Wealth LLC | 2.58M | $119.5M | $247.7K | Added$103.6M |
| HighTower Advisors, LLC | 2.14M | $98.9M | $1.67M | Cut−$2.24M |
| Cresset Asset Management, LLC | 1.88M | $86.8M | $1.33M | Added$9.21M |
| Sage Mountain Advisors LLC | 1.63M | $75.3M | $1.17M | Added$6.98M |
| Millburn Ridgefield LLC /DE/ | 1.57M | $72.6M | $1.12M | Added$7.56M |
| Catalyst Capital Advisors LLC | 1.57M | $72.6M | $1.12M | Added$7.56M |
| JANE STREET GROUP, LLC | 1.55M | $71.7M | — | New |
| RAYMOND JAMES FINANCIAL INC | 1.53M | $70.5M | $1.19M | Added$1.34M |
| Modern Wealth Management, LLC | 1.4M | $65.5M | $1.46M | Added$18.7M |
| Fidelity | 1.35M | $62.4M | $999K | Added$4.18M |
| Atlantic Union Bankshares Corp | 1.33M | $61.6M | $1.01M | Added$2.81M |
| ROYAL BANK OF CANADA | 1.3M | $60.2M | $1.02M | Cut−$17.9M |
| WELLS FARGO & COMPANY/MN | 1.25M | $57.9M | $934.9K | Added$3.42M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.23M | $57M | $839.6K | Added$8.08M |
| Equitable Holdings, Inc. | 1.18M | $53.6M | $0 | Added$2.05M |
| MML INVESTORS SERVICES, LLC | 1.15M | $53M | $894.7K | Cut−$5.08M |
| Apollon Wealth Management, LLC | 1.13M | $52.4M | $872.5K | Added$1.59M |
| Mariner, LLC | 1.11M | $51.1M | $714.5K | Added$9.5M |
| TOBIAS FINANCIAL ADVISORS, INC. | 1.03M | $47.5M | $801.8K | Added$207.5K |
| Allen Capital Group, LLC | 1.02M | $47M | $788.1K | Added$1.08M |
| Rockefeller Capital Management L.P. | 994.4K | $46M | $717.9K | Added$4.14M |
| D'Orazio & Associates, Inc. | 967.5K | $44.7M | $754.7K | Cut−$1.28M |
| Carnegie Investment Counsel | 947.9K | $43.8M | $650.7K | Added$5.91M |
| RVW Wealth, LLC | 921.8K | $42.6M | $719K | Cut−$110.6K |
| Silver Coast Investments LLC | 885.9K | $41M | $675.2K | Added$1.61M |
| Unison Advisors LLC | 869.2K | $40.2M | $664.5K | Added$1.47M |
| Haverford Trust Co | 866.2K | $40M | $515.4K | Added$10M |
| Valence8 US LP | 846.1K | $39.1M | $660K | Cut−$2.83M |
| Harbor Group, Inc. | 839.8K | $38.8M | $653.2K | Added$762.8K |
| Larson Financial Group LLC | 816.6K | $37.8M | $577.6K | Added$4.1M |
| OpenArc Corporate Advisory, LLC | 805K | $37.2M | $627.9K | Cut−$53.4M |
| Wharton Business Group, LLC | 779K | $36M | $599.7K | Added$1.07M |
| Aptus Capital Advisors, LLC | 769.7K | $35.6M | $579.7K | Added$1.81M |
| MASON STREET ADVISORS, LLC | 768.9K | $35.5M | $583.6K | Added$1.54M |
| OSAIC HOLDINGS, INC. | 761.5K | $35.2M | $594K | Cut−$1.84M |
| Sunburst Financial Group, LLC | 760.7K | $35.2M | $569.4K | Added$1.99M |
| Foster Victor Wealth Advisors, LLC | 669.8K | $33M | $1.37M | Added$2.09M |
| SCS Capital Management LLC | 706.6K | $32.7M | $551.2K | Cut−$1.97M |
| FRANKLIN RESOURCES INC | 706.6K | $32.7M | $541.2K | Added$1.13M |
| STIFEL FINANCIAL CORP | 698.1K | $32.3M | $544.5K | Cut−$3.9M |
| NewEdge Wealth, LLC | 690.6K | $31.9M | $537K | Added$632.8K |
| AGF MANAGEMENT LTD | 677K | $31.3M | $528.1K | Cut−$7.06M |
| Paragon Capital Management Ltd | 606.2K | $28M | $472.8K | Added$345.2K |
| Independent Advisor Alliance | 556.8K | $25.7M | $12.1K | Added$25M |
| Carr Financial Group Corp | 534K | $24.7M | $416.5K | Cut−$1.65M |
| Foster Group, Inc. | 529K | $24.5M | $406.2K | Added$788.7K |
| Focus Partners Wealth | 486.2K | $23M | $944.6K | Added$925.6K |
| Altus Wealth Management, LLC | 494.6K | $22.9M | $371.7K | Added$1.2M |
| JPMORGAN CHASE & CO | 509.6K | $22.8M | −$321K | Cut−$430.2K |
| LIFE LINE WEALTH MANAGEMENT LLC | 492.2K | $22.8M | $383.9K | Cut−$20.1M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 490.4K | $22.7M | $382.5K | Cut−$4.37M |
| Kathmere Capital Management, LLC | 480K | $22.2M | $364.6K | Added$944.5K |
| HOWARD FINANCIAL SERVICES, LTD. | 476.5K | $22M | $349.1K | Added$1.69M |
| Armbruster Capital Management, Inc. | 468.1K | $21.6M | $365.2K | Added$323.6K |
| Ascent Wealth Partners, LLC | 457.6K | $21.2M | $328.1K | Added$2.04M |
| Linscomb Wealth, Inc. | 448.1K | $20.7M | $133.1K | Added$13M |
| NATIONAL BANK OF CANADA /FI/ | 441.4K | $20.4M | $338.5K | Added$681.4K |
| Coastal Bridge Advisors, LLC | 438.2K | $20.3M | $301.2K | Added$2.71M |
| Ledyard National Bank | 437.9K | $20.2M | $336.1K | Added$659.6K |
| SOL Capital Management CO | 491.9K | $20.2M | $5.65M | Added$20.2M |
| Savant Capital, LLC | 397.7K | $18.4M | $308.2K | Added$428.8K |
| BITTERROOT CAPITAL ADVISORS LLC | 378.2K | $17.5M | $293.8K | Added$303.8K |
| TIAA TRUST, NATIONAL ASSOCIATION | 367.5K | $17M | $286.6K | Cut−$192.9M |
| EASTERN BANK | 352.7K | $16.3M | $275.1K | Cut−$87.5M |
| Frontier Asset Management, LLC | 344.2K | $15.9M | $263.2K | Added$574.9K |
| Retirement Planning Group, LLC | 339.4K | $15.7M | $264.7K | Cut−$1.9M |
| Inlight Wealth Management, LLC | 323.7K | $15M | $218.7K | Added$2.22M |
| Longview Financial Advisors, Inc. | 323.1K | $14.9M | $245.6K | Added$623.5K |
| AlphaCore Capital LLC | 315.7K | $14.6M | $226.7K | Added$1.38M |
| ENZI WEALTH | 314.3K | $14.5M | −$242.1K | Cut−$343.9K |
| Sanctuary Advisors, LLC | 305.1K | $14.1M | $238K | Cut−$12.3M |
| Intrua Financial, LLC | 302.8K | $14M | $206K | Added$1.99M |
| Mutual Advisors, LLC | 302.3K | $14M | $165.2K | Added$4.35M |
| Breakwater Capital Group | 294.8K | $13.6M | $217.8K | Added$939.1K |
| MBA Advisors LLC | 294.7K | $13.6M | $216.1K | Added$1.04M |
| Colonial Trust Advisors | 293.3K | $13.6M | $198.9K | Added$1.97M |
| MidFirst Bank | 288.7K | $13.3M | $139.9K | Added$5.2M |
| VERUS CAPITAL PARTNERS, LLC | 282.9K | $13.1M | $215.4K | Added$529.3K |
| Wealthspire Retirement, LLC | 264.5K | $12.2M | $206.3K | Cut−$117.4K |
| Interchange Capital Partners, LLC | 298.1K | $11.8M | −$1.72M | Cut−$3.12M |
| Marshall Financial Group, LLC | 255.2K | $11.8M | $198.8K | Added$214.9K |
| Focus Partners Advisor Solutions, LLC | 251.7K | $11.6M | $140.5K | Added$3.36M |
| Focus Financial Network, Inc. | 250.6K | $11.6M | $156.6K | Added$2.46M |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 246.7K | $11.4M | $191K | Added$276.3K |
| BlackRock, Inc. | 242.8K | $11.2M | $189.4K | Cut−$2.45M |
| World Investment Advisors | 241.4K | $11.2M | $181.5K | Added$583.7K |
| Summit Wealth Partners, LLC | 232.5K | $10.7M | $181.3K | Cut−$266.2K |
| Financial Strategies Group, Inc. | 220.5K | $10.7M | $446.4K | Added$630.3K |
| AlTi Global, Inc. | 228.5K | $10.6M | $178.2K | Cut−$373.9K |
| Sequoia Financial Advisors, LLC | 228.2K | $10.6M | $178.1K | Cut−$154.9K |
| Abundance Wealth Counselors | 219.4K | $10.1M | $166.2K | Added$458.8K |
| Employees' Retirement Fund of the City of Fort Worth | 208.9K | $9.66M | $162.9K | Added$162.9K |
| Koenig Investment Advisory, LLC | 205.6K | $9.5M | −$665.7K | Cut−$459K |
| Bell Investment Advisors, Inc | 203.8K | $9.42M | $159K | Cut−$105.7K |
| Addison Advisors LLC | 203.6K | $9.41M | $156.1K | Added$313.5K |
| EXCHANGE TRADED CONCEPTS, LLC | 202.8K | $9.37M | $158.2K | Added$84.2K |
| Ewing Morris & Co. Investment Partners Ltd. | 201.7K | $9.32M | $36.8K | Added$1.72M |
| MIDDLETON & CO INC/MA | 200.3K | $9.26M | $122K | Added$2.15M |
| ORSER CAPITAL MANAGEMENT, LLC | 48.1K | $9.23M | −$327.8K | Cut−$408.5K |
| Clearview Wealth Management LLC | 197.5K | $9.13M | — | Held |
| Ackerman Capital Advisors, LLC | 190.6K | $8.81M | $138.2K | Added$761.7K |
| 1900 WEALTH MANAGEMENT LLC | 189.5K | $8.76M | $147.8K | Added$143.7K |
| Bleakley Financial Group, LLC | 187.3K | $8.66M | — | New |
| Opulen Financial Group LLC | 185.9K | $8.6M | $145K | Added$65.9K |
| Richard P Slaughter Associates Inc | 180.9K | $8.36M | $141.1K | Cut−$232.8K |
| Capital Investment Counsel, LLC | 178.3K | $8.24M | $138.4K | Added$179.5K |
| Genesis Wealth Advisors, LLC | 167.1K | $7.72M | $124.9K | Added$445.8K |
| OxenFree Capital LLC | 155.8K | $7.65M | $573.2K | Added$542.5K |
| Federation des caisses Desjardins du Quebec | 160.5K | $7.42M | $91.5K | Added$2.09M |
| Parallel Advisors, LLC | 158.7K | $7.34M | $123.8K | Cut−$2.6M |
| Eagle Strategies LLC | 157.8K | $7.3M | $119.9K | Added$306.4K |
| PERSONAL CFO SOLUTIONS, LLC | 157.3K | $7.27M | $94K | Added$1.79M |
| BFSG, LLC | 151.1K | $6.98M | $106.3K | Added$792.3K |
| Composition Wealth, LLC | 150.6K | $6.96M | $62.8K | Added$3.3M |
| SVRN Asset Management, LLC | 148.8K | $6.88M | $116K | Cut−$1.85M |
| MFA Wealth Services | 146K | $6.75M | $101.3K | Added$844.1K |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 145.9K | $6.74M | $113.8K | Cut−$839.8K |
| Glen Eagle Advisors, LLC | 144.9K | $6.7M | $296 | Added$6.68M |
| Farther Finance Advisors, LLC | 142K | $6.66M | $22.2K | Added$5.95M |
| BAILARD, INC. | 143.2K | $6.62M | $107.9K | Added$336.6K |
| Meridian Wealth Management, LLC | 143K | $6.61M | $111.5K | Cut−$53.5K |
| Private Advisor Group, LLC | 141.9K | $6.56M | $110.7K | Cut−$5.23M |
| Ameritas Advisory Services, LLC | 138.1K | $6.38M | $107.7K | Cut−$119.3K |
| Colonial Trust Co / SC | 137.3K | $6.35M | $98.5K | Added$606.2K |
| Dynamic Advisor Solutions LLC | 136.8K | $6.33M | $106.7K | Cut−$41.8K |
| Auxano Advisors, LLC | 136.4K | $6.31M | $55.7K | Added$3.06M |
| PATTON ALBERTSON MILLER GROUP, LLC | 136.2K | $6.3M | $106.2K | Added$26.1K |
| Apollon Financial, LLC | 136.1K | $6.29M | $90.7K | Added$1M |
| Calydon Capital | 133.3K | $6.16M | $103.9K | Added$104K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 130.4K | $6.03M | $94.7K | Added$511.7K |
| Intergy Private Wealth, LLC | 130.4K | $6.03M | $101.7K | Added$86.9K |
| WPG Advisers, LLC | 127.8K | $5.91M | $99.6K | Cut−$149.3K |
| SVB WEALTH LLC | 127.2K | $5.88M | $99.2K | Cut−$762.8K |
| PLIMOTH TRUST CO LLC | 127K | $5.87M | $97.6K | Added$183.2K |
| HARBOUR INVESTMENTS, INC. | 126.4K | $5.84M | $90.5K | Added$569.4K |
| OAK FAMILY ADVISORS, LLC | 125.4K | $5.8M | $97.8K | Added$70.8K |
| LongView Wealth Management | 115.1K | $5.68M | $257.8K | Cut−$2.03M |
| Summit Financial, LLC | 120.7K | $5.58M | $93.6K | Added$127.1K |
| PALLADIEM, LLC | 115.2K | $5.57M | $308.1K | Added$58.7K |
| J.W. COLE ADVISORS, INC. | 117.5K | $5.43M | $3.9M | Added$3.84M |
| Balentine LLC | 116.6K | $5.39M | $90.9K | Cut−$197.4K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 115.2K | $5.33M | $89.7K | Added$98K |
| IHT Wealth Management, LLC | 111.6K | $5.16M | $87.1K | Cut−$5.85M |
| DAVENPORT & Co LLC | 110.5K | $5.11M | $79.4K | Added$482.1K |
| Crumly & Associates Inc. | 109.8K | $5.08M | $85.7K | Cut−$421.5K |
| BankPlus Wealth Management LLC | 108.7K | $5.03M | $68.8K | Added$1.01M |
| BENJAMIN EDWARDS INC | 107.1K | $4.95M | $81.9K | Added$177.9K |
| TRUIST FINANCIAL CORP | 102.1K | $4.72M | $75.5K | Added$323.2K |
| Tacita Capital Inc | 101.1K | $4.68M | $78.9K | Added$11.5K |
| Daybright Advisory Services, Inc. | 101K | $4.67M | $78.8K | Cut−$47.5K |
| Baron Financial Group, LLC | 100.2K | $4.63M | $78.2K | Cut−$4.21K |
| May Barnhard Investments LLC | 99.1K | $4.58M | $67.1K | Added$671.8K |
| VICTORY CAPITAL MANAGEMENT INC | 98.6K | $4.56M | $76.9K | Added$76.9K |
| Savvy Advisors, Inc. | 95.2K | $4.4M | $67.5K | Added$467.7K |
| Apella Capital, LLC | 87.7K | $4.36M | $371.1K | Added$135.3K |
| WARNER FINANCIAL, INC | 93.4K | $4.32M | $4.24M | Added$4.31M |
| &PARTNERS | 93.1K | $4.3M | $72.6K | Cut−$190.1K |
| Kestra Advisory Services, LLC | 92.2K | $4.26M | $71.9K | Cut−$341.3K |
| ICICI Prudential Asset Management Co Ltd | 91.5K | $4.23M | $68.6K | Added$68.6K |
| Thrive Wealth Management, LLC | 90.8K | $4.2M | $70.8K | Added$67.9K |
| HOWE & RUSLING INC | 90.6K | $4.19M | $61.7K | Added$589.5K |
| CAPTRUST FINANCIAL ADVISORS | 90.3K | $4.18M | $68.5K | Added$185.5K |
| Legacy Advisory Services, LLC | 89.2K | $4.12M | — | New |
| SFM, LLC | 87.7K | $4.05M | $66.2K | Added$196.3K |
| Icahn Capital | 87.1K | $4.03M | $26.6K | Added$2.48M |
| Veridan Wealth LLC | 87K | $4.02M | $66K | Added$174K |
| Emerald Advisors, LLC | 86.2K | $3.98M | $67.2K | Cut−$2.44M |
| Shum Financial Group, Inc. | 86.2K | $3.98M | $64.5K | Added$225.1K |
| Madison Asset Management, LLC | 83.8K | $3.87M | $65.4K | Added$7.32K |
| MGO ONE SEVEN LLC | 82.8K | $3.83M | $61.8K | Added$228.8K |
| Creative Planning | 82.2K | $3.8M | $63.4K | Added$101K |
| FIRST FOUNDATION ADVISORS | 82K | $3.79M | $63.9K | Cut−$215.7K |
| Dorsey & Whitney Trust CO LLC | 80.2K | $3.71M | $62.6K | Cut−$39K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 78.8K | $3.67M | −$3.94K | Cut−$276.6K |
| JONES FINANCIAL COMPANIES LLLP | 81.8K | $3.65M | −$43.1K | Added$1.14M |
| Valmark Advisers, Inc. | 78.3K | $3.62M | $42.6K | Added$1.14M |
| PRINCIPAL SECURITIES, INC. | 78.1K | $3.61M | $61K | Cut−$149K |
| One Capital Management, LLC | 77.9K | $3.6M | $32K | Added$1.74M |
| Milestone Investment Advisors LLC | 76K | $3.51M | $59.3K | Cut−$165.2K |
| Sigma Planning Corp | 76K | $3.51M | $57.1K | Added$95.3K |
| Quantinno Capital Management LP | 75.8K | $3.5M | $38.8K | Added$1.24M |
| DURANTE & WATERS, LLC | 72.7K | $3.36M | $56.7K | Added$56.7K |
| Wingate Wealth Advisors, Inc. | 71.4K | $3.3M | $53.9K | Added$156.3K |
| Rockingstone Advisors LLC | 70.7K | $3.27M | $55.2K | Added$22.7K |
| Fifth Third Securities, Inc. | 69.7K | $3.22M | $54.3K | Cut−$172.2K |
| Lantern Wealth Advisors, LLC | 68.9K | $3.19M | $53.3K | Added$79.5K |
| W.G. Shaheen & Associates DBA Whitney & Co | 67.3K | $3.11M | $50.2K | Added$186.3K |
| TD Waterhouse Canada Inc. | 65.7K | $3.08M | $31.2K | Added$2.06M |
| Clearwave Capital, LLC | 66.4K | $3.07M | $40K | Added$738.4K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 65.3K | $3.02M | $50.9K | Cut−$38.1K |
| Professional Financial Advisors, LLC | 63.3K | $2.93M | $49.4K | Cut−$99.1K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 60.8K | $2.81M | $47.4K | Cut−$96K |
| D.A. DAVIDSON & CO. | 60.7K | $2.81M | $47.3K | Cut−$4.16M |
| Kastel Capital Advisors, LLC | 60.3K | $2.74M | $0 | Held |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 58.9K | $2.72M | $45.6K | Added$63.3K |
| Nova R Wealth, Inc. | 58.6K | $2.71M | $38.6K | Added$460.2K |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 58.2K | $2.69M | $45.4K | Added$45.4K |
| Kraft, Davis & Associates, LLC | 55K | $2.69M | $119.1K | Cut−$75.7K |
| My Personal CFO, LLC | 57.7K | $2.67M | $45K | Added$12.2K |
| YHB Investment Advisors, Inc. | 57.2K | $2.64M | $44.6K | Cut−$2.83M |
| Beacon Financial Advisory LLC | 56.8K | $2.62M | $43.1K | Added$113.8K |
| Arkadios Wealth Advisors | 56.3K | $2.6M | $43.9K | Cut−$6.48M |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 56K | $2.59M | $43.7K | Cut−$65.7K |
| Arrowroot Family Office, LLC | 55.9K | $2.58M | $29.9K | Added$841.5K |
| Vestmark Advisory Solutions, Inc. | 55.8K | $2.58M | $43.6K | Cut−$8.32M |
| OMNI 360 Wealth, Inc. | 53.8K | $2.49M | −$40.5K | Added$17.4K |
| Moors & Cabot, Inc. | 52.7K | $2.44M | $39.5K | Added$135.1K |
| LAKE STREET PRIVATE WEALTH, LLC | 52.6K | $2.43M | $40.7K | Added$60.6K |
| FORTERIS WEALTH MANAGEMENT INC. | 52.3K | $2.42M | $36.4K | Added$298.8K |
| Chicago Partners Investment Group LLC | 48.5K | $2.38M | $74.7K | Added$74.7K |
| Wealthfront Advisers LLC | 51.3K | $2.37M | $35.7K | Added$291.6K |
| Well Done, LLC | 49.4K | $2.28M | $38.5K | Added$23.2K |
| Steward Partners Investment Advisory, LLC | 48.3K | $2.23M | $37.7K | Cut−$2.39M |
| RFG Advisory, LLC | 48.1K | $2.22M | $37.5K | Added$6.52K |
| PRIVATE TRUST CO NA | 47.3K | $2.19M | $36.9K | Cut−$51.8K |
| Glass Jacobson Investment Advisors llc | 47.1K | $2.18M | $36.7K | Added$13.2K |
| IEQ CAPITAL, LLC | 45.8K | $2.12M | $33.2K | Added$180.9K |
| U.S. Capital Wealth Advisors, LLC | 45.6K | $2.11M | $21.9K | Added$832.5K |
| SWEENEY & MICHEL, LLC | 42.9K | $2.1M | −$2.31K | Added$217.2K |
| Wealthspire Advisors, LLC | 45.3K | $2.09M | $35.3K | Cut−$109.1K |
| WOODMONT INVESTMENT COUNSEL LLC | 45.1K | $2.09M | $35.1K | Added$39.5K |
| 49 WEALTH MANAGEMENT, LLC | 45K | $2.08M | $35K | Added$18.9K |
| PATRON PARTNERS, LLC | 44.6K | $2.06M | $34.8K | Cut−$78.7K |
| MAIMON WEALTH MANAGEMENT LTD. | 46K | $2.06M | −$26.7K | Added$135.6K |
| Leo Wealth, LLC | 43.9K | $2.03M | $34.1K | Added$43K |
| Lifetime Wealth Management P.C. | 43.8K | $2.02M | $32.7K | Added$122.5K |
| Opes Wealth Management LLC | 43.5K | $2.01M | $34K | Added$25.6K |
| TD Asset Management Inc | 43.3K | $2M | $27.8K | Added$382K |
| HMV Wealth Advisors, LLC | 43.1K | $1.99M | $33.6K | Added$33.6K |
| Fort Sheridan Advisors LLC | 42.8K | $1.98M | $21.2K | Added$739.4K |
| VIAWEALTH, LLC | 42K | $1.94M | $28.2K | Added$299.1K |
| LANDAAS & CO /WI /ADV | 40.5K | $1.87M | $30.5K | Added$96.5K |
| CIBC Bancorp USA Inc. | 40.5K | $1.87M | — | Held |
| AdvisorNet Financial, Inc | 40.4K | $1.87M | $31.5K | Cut−$55.4K |
| Integrity Financial Corp /WA | 40K | $1.85M | $31.2K | Cut−$216.2K |
| Trilogy Capital Inc. | 39.8K | $1.84M | $31.1K | Cut−$122.4K |
Who left
- Dynasty Wealth Management, LLC$74.2M
- NewEdge Advisors, LLC$14.5M
- REGIMEN WEALTH, LLC$11.3M
- Bank of New York Mellon Corp$5.89M
- BBR PARTNERS, LLC$3.88M
- Y-Intercept (Hong Kong) Ltd$3.63M
- Snider Financial Group$3.15M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.04M
- Purkiss Capital Advisors LLC$2.71M
- EHRLICH FINANCIAL GROUP$2.62M
- OPAL CAPITAL LLC$2.1M
- Quadrature Capital Ltd$1.67M
- Veltria Advisors Corp.$1.23M
- Renaissance Technologies$1.15M
- Hilltop Holdings Inc.$1.01M
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.