Stock
Reported value
$2.2B
Holders
302
+36 new · −29 exited
Holders’ est. mark
$15.3M
Price effect on 226 books still in the name
Largest holder
$296.4M
State of New Jersey Common Pension Fund D
Notable conviction
Share of each notable manager’s 13F book.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 11.8M | $296.4M | $2.36M | Added$2.36M |
| Valmark Advisers, Inc. | 6.48M | $163M | $1.26M | Added$6.21M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6.46M | $162.4M | $1.22M | Added$9.78M |
| Creative Planning | 5.12M | $128.7M | $47.1K | Added$122.9M |
| M&T Bank Corp | 4.76M | $119.6M | $951.2K | Added$683.1K |
| BlackRock, Inc. | 4.32M | $108.5M | $863K | Cut−$16.8M |
| MORGAN STANLEY | 3.5M | $88M | $681.3K | Added$2.98M |
| GOLDMAN SACHS GROUP INC | 3.08M | $77.4M | $615.2K | Cut−$9.58M |
| Savant Capital, LLC | 2.49M | $62.6M | $492.2K | Added$1.23M |
| NEPC LLC | 2.08M | $52.3M | $408.1K | Added$1.4M |
| LPL Financial LLC | 1.86M | $46.7M | $355.5K | Added$2.35M |
| Heritage Investment Group, Inc. | 1.73M | $43.5M | $338K | Added$1.37M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1.6M | $40.1M | $312.8K | Added$1.12M |
| PDS Planning, Inc | 1.58M | $39.7M | $306.7K | Added$1.45M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1.41M | $35.3M | $281K | Cut−$7.83M |
| BANK OF MONTREAL /CAN/ | 1.38M | $34.7M | $276K | Cut−$242K |
| Modera Wealth Management, LLC | 1.38M | $34.7M | $259.8K | Added$2.29M |
| HighTower Advisors, LLC | 1.31M | $32.9M | $249.8K | Added$1.74M |
| ROYAL BANK OF CANADA | 946.9K | $23.8M | $178.5K | Added$1.31M |
| BANK OF AMERICA CORP /DE/ | 857.5K | $21.6M | $151.6K | Added$2.66M |
| AMERIPRISE FINANCIAL INC | 855.9K | $21.5M | $5.72K | Added$20.8M |
| Capstone Financial Advisors, Inc. | 850.3K | $21.4M | $169.7K | Added$216K |
| ENVESTNET ASSET MANAGEMENT INC | 814.1K | $20.5M | $87.2K | Added$9.59M |
| 1832 Asset Management L.P. | 798.7K | $20.1M | — | New |
| Amundi | 700K | $17.6M | $140K | Added$140K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 696.5K | $17.5M | $138K | Added$288.2K |
| WELLS FARGO & COMPANY/MN | 686.6K | $17.3M | $135.1K | Added$418.5K |
| Boston Standard Wealth Management, LLC | 676.3K | $17.2M | $275.8K | Added$571.5K |
| FSM Wealth Advisors, LLC | 652.4K | $16.4M | $107.6K | Added$2.99M |
| COOPER/HAIMS ADVISORS, LLC | 589.2K | $14.8M | $112.5K | Added$778.1K |
| JANE STREET GROUP, LLC | 582.4K | $14.6M | — | New |
| Quent Capital, LLC | 505.5K | $12.7M | $101K | Added$107.4K |
| Brooklyn FI, LLC | 504.1K | $12.7M | $92.8K | Added$1.1M |
| Diversified Portfolios, Inc. | 494.5K | $12.4M | $98.9K | Cut−$2.25M |
| Morton Brown Family Wealth, LLC | 491K | $12.3M | $94.3K | Added$584.4K |
| BIP Wealth, LLC | 469.2K | $11.8M | $93.8K | Cut−$269.9K |
| Freedom Investment Management, Inc. | 469.1K | $11.8M | — | New |
| ERn Financial, LLC | 433.2K | $10.9M | $84.3K | Added$384.9K |
| NAPLES GLOBAL ADVISORS, LLC | 407.9K | $10.3M | $73.7K | Added$1.07M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 366.6K | $9.22M | $68.9K | Added$225K |
| Cetera Investment Advisers | 348.9K | $8.78M | $65.6K | Added$592.9K |
| Waldron Private Wealth LLC | 340.6K | $8.57M | $68.1K | Cut−$386.2K |
| Waterford Advisors, LLC | 342.5K | $8.49M | — | New |
| CUTLER INVESTMENT COUNSEL LLC | 330.8K | $8.32M | $64.7K | Added$244.8K |
| Corient Private Wealth LLC | 305K | $7.67M | $61K | Cut−$596.7K |
| Leading Edge Financial Planning LLC | 296.3K | $7.45M | $59.3K | Cut−$121.3K |
| Causey Wealth LLC | 283.2K | $7.12M | $47.6K | Added$1.19M |
| CIBC WORLD MARKET INC. | 281.3K | $7.07M | — | New |
| Wealthspire Advisors, LLC | 240.8K | $6.06M | $42.5K | Added$750.7K |
| UBS Group AG | 235.4K | $5.92M | $28.6K | Added$2.36M |
| Prime Buchholz LLC | 235.3K | $5.92M | $47.1K | Added$47.1K |
| Focus Partners Wealth | 219.8K | $5.53M | $44K | Cut−$108.6K |
| FIDUCIARY FINANCIAL GROUP, LLC | 211.3K | $5.31M | $36.8K | Added$724.9K |
| Alhambra Investment Management LLC | 189.4K | $4.76M | $36.2K | Added$251.3K |
| GP Brinson Investments LLC | 186.3K | $4.69M | $37.3K | Added$37.3K |
| CIBC Bancorp USA Inc. | 179.7K | $4.51M | — | Held |
| Asset Management One Co., Ltd. | 177K | $4.45M | $35.4K | Cut−$2.86M |
| Advisory Services Network, LLC | 169.9K | $4.27M | $29.3K | Added$617.8K |
| Cornerstone Financial Group, LLC /NE/ | 137.7K | $3.75M | $277.9K | Added$765.6K |
| BAILARD, INC. | 148.1K | $3.72M | $29.6K | Cut−$2.32M |
| Mirae Asset Global Investments Co., Ltd. | 146.7K | $3.69M | $28.9K | Added$81.7K |
| XY Planning Network, Inc. | 136.2K | $3.46M | $54.4K | Added$443.3K |
| Cerity Partners LLC | 131.7K | $3.31M | — | New |
| Greenspring Advisors, LLC | 131.4K | $3.31M | $26.3K | Added$26.5K |
| OSAIC HOLDINGS, INC. | 130.8K | $3.29M | $16.7K | Added$1.21M |
| Citadel | 122.6K | $3.08M | — | New |
| Manske Wealth Management | 122.1K | $3.07M | $23.8K | Added$108.2K |
| Emerald Advisors, LLC | 121K | $3.04M | $21.1K | Added$417.7K |
| Bristlecone Value Partners, LLC | 120.7K | $3.03M | $22.8K | Added$185.4K |
| JONES FINANCIAL COMPANIES LLLP | 115.6K | $2.86M | −$22.5K | Added$610.5K |
| COLLECTIVE FAMILY OFFICE LLC | 111.9K | $2.82M | $21.9K | Added$79K |
| SC&H Financial Advisors, Inc. | 109.6K | $2.76M | $21.9K | Cut−$106.2K |
| Aurelius Family Office LLC | 108.2K | $2.72M | $9.49K | Added$77.2K |
| GLENMEDE TRUST CO NA | 106.7K | $2.68M | $21.3K | Added$21.3K |
| RS CRUM INC. | 104.8K | $2.64M | $20.6K | Added$70.9K |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 101.3K | $2.55M | $20.3K | Cut−$67.4K |
| Wealthcare Advisory Partners LLC | 100.5K | $2.53M | — | New |
| Pathstone Holdings, LLC | 100.2K | $2.52M | $20K | Cut−$1.2M |
| CLUNE & ASSOCIATES, LTD. | 94K | $2.36M | $15.7K | Added$402.5K |
| Capasso Planning Partners LLC | 92.9K | $2.34M | $17.1K | Added$207.2K |
| Financial Plan, Inc. | 91.7K | $2.31M | $18.3K | Added$16.7K |
| Callan Family Office, LLC | 86.8K | $2.18M | $17.4K | Cut−$61.2K |
| Hills Bank & Trust Co | 84.9K | $2.13M | $17K | Cut−$111.6K |
| RAYMOND JAMES FINANCIAL INC | 83.5K | $2.1M | $16.7K | Cut−$231.7K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 82.4K | $2.07M | $16.5K | Cut−$1.42M |
| JFS WEALTH ADVISORS, LLC | 79.4K | $2M | $15.9K | Added$16.6K |
| Payne Capital Management, LLC | 77.9K | $1.96M | $13.9K | Added$222.4K |
| Simplicity Wealth,LLC | 73.8K | $1.86M | $11.7K | Added$395.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 72.8K | $1.83M | $10.1K | Added$568.8K |
| Focus Partners Advisor Solutions, LLC | 71.4K | $1.79M | — | New |
| MERCER GLOBAL ADVISORS INC /ADV | 69.3K | $1.74M | $13.8K | Cut−$352.3K |
| 55 North Private Wealth, LLC | 69.2K | $1.74M | $13.1K | Added$109.8K |
| Waverly Advisors, LLC | 69.1K | $1.74M | $13.8K | Added$13.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 67.1K | $1.72M | $26.8K | Cut−$474.3K |
| EXENCIAL WEALTH ADVISORS, LLC | 67.6K | $1.7M | $13.5K | Cut−$51.9K |
| INSIGNEO ADVISORY SERVICES, LLC | 61.5K | $1.55M | $3.02K | Added$1.17M |
| One Capital Management, LLC | 61.1K | $1.54M | $12.2K | Cut−$1.29M |
| Wealthspire Retirement, LLC | 58.6K | $1.47M | $11.7K | Cut−$131.2K |
| Beacon Pointe Advisors, LLC | 57.1K | $1.44M | $7.82K | Added$461.8K |
| Apella Capital, LLC | 50.7K | $1.39M | $125.8K | Added$13.8K |
| JPMORGAN CHASE & CO | 55.9K | $1.39M | −$8.95K | Cut−$93.9K |
| MB Generational Wealth, LLC | 53.1K | $1.34M | $10.6K | Added$10.6K |
| Accelerate Investment Advisors LLC | 51.8K | $1.3M | $9.9K | Added$67.8K |
| MORRIS FINANCIAL CONCEPTS, INC. | 51.8K | $1.3M | $10.1K | Added$39.8K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 50.6K | $1.27M | $8.22K | Added$245.6K |
| Foundation Wealth Management, LLC | 48.3K | $1.21M | $8.81K | Added$13.7K |
| OXFORD FINANCIAL GROUP, LTD. LLC | 46K | $1.16M | $9.2K | Cut−$31 |
| Pitcairn Wealth Advisors LLC | 46.3K | $1.15M | $1 | Added$1 |
| Peirce Capital Management, LLC | 45.4K | $1.14M | $9.08K | Cut−$32.4K |
| Comprehensive Wealth Management, LLC | 44.8K | $1.13M | $8.33K | Added$88.6K |
| FRANKLIN RESOURCES INC | 44.6K | $1.12M | $8.52K | Added$59K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 43.6K | $1.1M | $5.67K | Added$5.67K |
| NICOLET BANKSHARES INC | 43.1K | $1.08M | — | New |
| North Ridge Wealth Advisors, Inc. | 42.9K | $1.08M | $8.59K | Added$8.74K |
| MML INVESTORS SERVICES, LLC | 41.2K | $1.04M | $6.91K | Added$176K |
| Level Financial Advisors | 40.1K | $1.01M | $8.02K | Cut−$91.6K |
| Compagnie Lombard Odier SCmA | 38.4K | $965.5K | $7.68K | Added$7.68K |
| SBI Okasan Asset Management Co.Ltd. | 38.1K | $944.5K | −$9.82K | Added$149.6K |
| Orion Porfolio Solutions, LLC | 36.9K | $928.7K | $7.39K | Cut−$55K |
| 180 WEALTH ADVISORS, LLC | 33.5K | $843.4K | $6.71K | Cut−$3.23K |
| HUB Investment Partners, LLC | 33.5K | $842.8K | — | New |
| Larson Financial Group LLC | 32.3K | $811.3K | $6.38K | Added$15K |
| COURIER CAPITAL LLC | 30.9K | $778.1K | $6.16K | Added$9.23K |
| CWM, LLC | 30.9K | $777.2K | $717.6K | Added$776.5K |
| Gryphon Financial Partners LLC | 30.4K | $764K | $5.74K | Added$46.7K |
| Twelve Points Wealth Management LLC | 29.6K | $744.6K | −$5.01K | Added$37.8K |
| Comprehensive Money Management Services LLC | 28.8K | $723.3K | $5.75K | Cut−$13K |
| FIFTH THIRD BANCORP | 28.7K | $722K | $702 | Added$634.4K |
| AE Wealth Management LLC | 27.9K | $702.7K | $5.45K | Added$23.1K |
| Foster Group, Inc. | 27.9K | $702K | $5.58K | Cut−$272.5K |
| CITY NATIONAL BANK OF FLORIDA /MSD | 27.8K | $699.2K | $5.56K | Cut−$21.6K |
| SVB WEALTH LLC | 27.1K | $681.4K | $5.42K | Cut−$269.9K |
| World Investment Advisors | 25.8K | $648.3K | $5.16K | Cut−$7.35M |
| Vestmark Advisory Solutions, Inc. | 25.7K | $647.3K | $5.15K | Cut−$7.35M |
| Private Advisor Group, LLC | 25.7K | $646.5K | $5.13K | Cut−$9.47K |
| Harbor Group, Inc. | 25.4K | $637.8K | $5.08K | Cut−$48.8K |
| EARNED WEALTH ADVISORS, LLC | 25.1K | $632.3K | $5.03K | Cut−$96.1K |
| Longview Financial Advisors LLC | 25.1K | $631.3K | $5.02K | Added$1.65K |
| US BANCORP \DE\ | 24.3K | $610.5K | $4.85K | Added$4.86K |
| Smartleaf Asset Management LLC | 24.5K | $607.9K | −$7.84K | Cut−$109.7K |
| Symmetry Partners, LLC | 24K | $603.9K | $4.8K | Added$4.8K |
| WealthPlan Investment Management, LLC | 23.9K | $600.2K | $4.77K | Added$307 |
| Aegis Wealth Management LLC | 23.6K | $592.4K | $4.4K | Added$43.2K |
| Sanctuary Advisors, LLC | 22K | $552.5K | $3.27K | Added$144.8K |
| Farther Finance Advisors, LLC | 21.6K | $548.7K | $8.83K | Added$59.3K |
| Cyndeo Wealth Partners, LLC | 20.5K | $514.9K | $3.82K | Added$37.9K |
| Nolet Wealth Management, LLC | 20.1K | $506K | $4.02K | Added$4.02K |
| Seaside Wealth Management, Inc. | 19.8K | $497.6K | $3.91K | Added$9.59K |
| Sterling Wealth Management, Inc. | 19.4K | $487.7K | $3.85K | Added$6.32K |
| NATIONAL BANK OF CANADA /FI/ | 19.3K | $486.6K | $4.06K | Cut−$51.7K |
| MISSION WEALTH MANAGEMENT, LP | 19.3K | $486.5K | $3.88K | Cut−$37.6K |
| CAPTRUST FINANCIAL ADVISORS | 19K | $479K | $3.8K | Added$3.9K |
| Aptus Capital Advisors, LLC | 19K | $476.8K | $3.79K | Cut−$18.3K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 19K | $476.8K | $3.79K | Cut−$18.3K |
| J.W. COLE ADVISORS, INC. | 18.9K | $475.3K | — | New |
| DGS Capital Management, LLC | 18.8K | $473.1K | $3.76K | Cut−$11.5K |
| 3 FACTOR INDEXING, LLC | 18.7K | $471.1K | — | Held |
| Integrated Wealth Concepts LLC | 18.6K | $467.9K | $3.57K | Added$20.7K |
| Navigate Wealth Management, LLC | 16.8K | $455.6K | — | Held |
| GREAT LAKES ADVISORS, LLC | 17K | $427.7K | $3.4K | Cut−$6.53K |
| Equitable Holdings, Inc. | 17.1K | $427.3K | $1 | Added$899 |
| CI INVESTMENTS INC. | 17K | $426.9K | $3.39K | Added$3.4K |
| J. Safra Sarasin Holding AG | 16.9K | $425.6K | $3.38K | Cut−$141.5K |
| PNC Financial Services Group, Inc. | 16.9K | $424K | $3.37K | Cut−$541.1K |
| CGN Advisors LLC | 16.5K | $415.8K | $3.25K | Added$11.9K |
| Mariner, LLC | 16.4K | $413.2K | $3.16K | Added$18.7K |
| Avant Financial Advisors LLC | 16.3K | $409.6K | $3.26K | Cut−$289.8K |
| HUNTINGTON NATIONAL BANK | 15.8K | $396.5K | $2.22K | Added$118K |
| NORTHLAND SECURITIES, INC. | 15.1K | $378.9K | — | New |
| Gladstone Institutional Advisory LLC | 14.5K | $365.2K | $1.67K | Added$157K |
| First Interstate Bank | 14.5K | $365K | $2.9K | Added$2.9K |
| Rathbones Group PLC | 14.2K | $358.1K | $2.85K | Cut−$131.3K |
| WEALTH ALLIANCE, LLC | 14.2K | $356.8K | $2.82K | Cut−$1.03M |
| Moors & Cabot, Inc. | 13.9K | $349.9K | $2.05K | Added$94.2K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 12.9K | $346.3K | — | New |
| Sunpointe, LLC | 13.6K | $342.9K | $2.73K | Cut−$293.2K |
| OneDigital Investment Advisors LLC | 13.6K | $342.7K | $2.65K | Added$11.4K |
| Private Wealth Management Group, LLC | 13.3K | $334.5K | $2.66K | Cut−$24K |
| AIRE ADVISORS, LLC | 13.1K | $329.1K | $2.6K | Added$2.78K |
| Cresset Asset Management, LLC | 13.1K | $328.6K | $2.61K | Cut−$401K |
| RIK SAYLOR FINANCIAL, INC. | 12.9K | $323.5K | $2.57K | Added$3.28K |
| International Private Wealth Advisors LLC | 12.8K | $322.7K | $2.34K | Added$32.5K |
| Breachway Investments LLC | 12.6K | $321.3K | $5.67K | Added$6.41K |
| Aviso Financial Inc. | 12.7K | $318.5K | $2.66K | Cut−$1.11K |
| Rossby Financial, LCC | 12.4K | $314.8K | $5.58K | Added$2.88K |
| STIFEL FINANCIAL CORP | 12.4K | $312K | $2.44K | Cut−$7.57K |
| McLean Asset Management Corp | 12.4K | $311.9K | −$4.71K | Cut−$4.87K |
| Abel Hall, LLC | 12.1K | $303.2K | $2.41K | Cut−$10.5K |
| REGATTA CAPITAL GROUP, LLC | 11.9K | $298.7K | $2.17K | Added$27.3K |
| O'ROURKE & COMPANY, Inc | 11.7K | $296.4K | $5.34K | Cut−$15.5K |
| ASPIRIANT, LLC | 11.7K | $293.8K | $2.34K | Cut−$74K |
| Ballentine Partners, LLC | 11.5K | $288.9K | $2.3K | Cut−$10.7K |
| Amicus Financial Advisors, LLC | 11.3K | $284.6K | — | New |
| Prime Capital Investment Advisors, LLC | 11.2K | $280.9K | $2.23K | Added$1.86K |
| OLD MISSION CAPITAL LLC | 10.7K | $268.2K | $2.13K | Cut−$1.15M |
| Rockefeller Capital Management L.P. | 9.99K | $251.3K | $1.81K | Added$25.6K |
| Bank of New York Mellon Corp | 9.86K | $247.9K | — | New |
| CITIGROUP INC | 9.81K | $246.8K | $1.37K | Added$75.9K |
| Fidelity | 9.62K | $242K | $1.92K | Cut−$16K |
| Upper Left Wealth Management, LLC | 9.51K | $239.2K | $1.81K | Added$13.6K |
| StoneX Group Inc. | 9.3K | $234K | $1.86K | Cut−$60.8K |
| WHITTIER TRUST CO | 9K | $230.1K | $3.6K | Added$3.6K |
| Kathmere Capital Management, LLC | 8.91K | $224.1K | — | New |
| Chicago Partners Investment Group LLC | 7.85K | $210.7K | $10.7K | Cut−$398.4K |
| RFG Advisory, LLC | 8.35K | $210K | $1.67K | Cut−$6.49K |
| TD Waterhouse Canada Inc. | 8.24K | $209.2K | $3.65K | Cut−$992.7K |
| TWO SIGMA SECURITIES, LLC | 8.27K | $208K | — | New |
| Advisory Alpha, LLC | 8.15K | $205.1K | $1.62K | Added$3.81K |
| Empower Advisory Group, LLC | 8.05K | $202.5K | $1.61K | Cut−$107.2K |
| Investors Portfolio Services LLC | 7.79K | $195.9K | $1.55K | Cut−$45K |
| NBC SECURITIES, INC. | 7.69K | $193.5K | $1.46K | Added$11.1K |
| EverSource Wealth Advisors, LLC | 6.85K | $172.2K | $1.34K | Added$3.06K |
| UMB Bank, n.a. | 6.11K | $153.7K | $1.22K | Added$1.22K |
| MASECO LLP | 6.1K | $153.4K | $1.31K | Cut−$71.1K |
| Orion Capital Management LLC | 5.18K | $130.3K | $1.03K | Cut−$7.55K |
| AdvisorNet Financial, Inc | 5.08K | $127.8K | $968 | Added$4.54K |
| ORG Wealth Partners, LLC | 5.05K | $127K | $1.01K | Added$1.01K |
| PRIVATE TRUST CO NA | 4.51K | $113.5K | $903 | Added$903 |
| Tacita Capital Inc | 4.26K | $107.2K | $852 | Added$852 |
| CoreCap Advisors, LLC | 4.25K | $107K | $702 | Added$20.8K |
| Polianta Ltd | 4.23M | $106.5K | $726 | Added$15.8K |
| ST GERMAIN D J CO INC | 4.21K | $105.9K | $841 | Added$841 |
| Breakwater Investment Management | 4.19K | $105.3K | $836 | Cut−$16.5K |
| EFG International AG | 4.04K | $101.6K | $443 | Added$51.7K |
| IFP Advisors, Inc | 3.7K | $93K | $739 | Added$739 |
| IAG Wealth Partners, LLC | 3.58K | $90.1K | $717 | Added$717 |
| ELEVATION WEALTH PARTNERS, LLC | 3.52K | $88.6K | $703 | Added$980 |
| Urban Financial Advisory Corp | 3.15K | $79.1K | $618 | Added$1.02K |
| Parkside Financial Bank & Trust | 3.09K | $77.7K | $618 | Added$618 |
| ELEVATE WEALTH ADVISORY, INC | 2.99K | $75.2K | $598 | Added$598 |
| Triumph Capital Management | 2.88K | $72.4K | $576 | Cut−$8.46K |
| Operose Advisors LLC | 2.76K | $69.4K | $425 | Added$16.5K |
| HORIZON FINANCIAL SERVICES, LLC | 2.36K | $59.3K | $468 | Added$1.1K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 2.34K | $58.9K | $468 | Cut−$53.4K |
| Westfuller Advisors, LLC | 2.31K | $58K | $467 | Added$668 |
| QUADRANT CAPITAL GROUP LLC | 2.21K | $55.6K | $442 | Added$442 |
| Rosenberg Matthew Hamilton | 1.9K | $47.7K | $379 | Added$204 |
| Creative Capital Management Investments LLC | 1.84K | $46.2K | $367 | Added$367 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.83K | $45.9K | $365 | Added$365 |
| Ashton Thomas Private Wealth, LLC | 1.79K | $45.1K | — | New |
| NewEdge Advisors, LLC | 41.7K | $41.7K | −$999.2K | Cut−$1.03M |
| MAI Capital Management | 1.65K | $41.5K | $337 | Added$412 |
| Mascoma Wealth Management LLC | 1.32K | $33.1K | — | New |
| HARBOUR INVESTMENTS, INC. | 1.29K | $32.5K | $183 | Added$9.71K |
| Sage Mountain Advisors LLC | 1.21K | $30.4K | $242 | Added$242 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.07K | $27.3K | $477 | Added$833 |
| Parallel Advisors, LLC | 1.08K | $27.1K | $212 | Added$187 |
| Russell Investments Group, Ltd. | 1.05K | $26.5K | — | New |
| Raleigh Capital Management Inc. | 1.03K | $25.9K | $169 | Added$5.17K |
| SHP Wealth Management | 1K | $25.1K | $200 | Added$200 |
Who left
- READYSTATE ASSET MANAGEMENT LP$2.74M
- D. E. Shaw & Co., Inc.$1.92M
- TOCQUEVILLE ASSET MANAGEMENT L.P.$1.84M
- First National Advisers, LLC$1.61M
- Y-Intercept (Hong Kong) Ltd$1.19M
- FIRST NATIONAL BANK OF OMAHA$598.8K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$590.4K
- Cullen Capital Management, LLC$587.8K
- Clarity Wealth Development LLC$511.6K
- Henrickson Nauta Wealth Advisors, Inc.$364K
- Leo Wealth, LLC$345.4K
- American Trust$271.3K
- Diversify Advisory Services, LLC$253.7K
- Equita Financial Network, Inc.$252.8K
- Integrated Advisors Network LLC$249.5K
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.