Stock
Reported value
$5.62B
Holders
447
+42 new · −47 exited
Holders’ est. mark
−$51.9M
Price effect on 232 books still in the name
Largest holder
$711.4M
ENVESTNET ASSET MANAGEMENT INC
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $632.4K
- Citadel0.0% · $492.2K
- Fidelity0.0% · $2.13M
- Icahn Capital0.0% · $810.9K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 10.1M | $711.4M | −$5.31M | Added$180.9M |
| JPMORGAN CHASE & CO | 9.15M | $623.3M | −$26.1M | Cut−$22.5M |
| BANK OF AMERICA CORP /DE/ | 7.58M | $532.6M | −$2.76M | Added$256.6M |
| RAYMOND JAMES FINANCIAL INC | 4.65M | $326.5M | −$694.4K | Added$257M |
| WestEnd Advisors, LLC | 3.84M | $270.1M | −$567.6K | Added$213.5M |
| CI INVESTMENTS INC. | 3.55M | $249.4M | −$2.52M | Cut−$19.8M |
| MORGAN STANLEY | 3.01M | $211.2M | −$2.13M | Cut−$29.6M |
| LPL Financial LLC | 2.87M | $201.5M | −$1.85M | Added$16.9M |
| ASSETMARK, INC | 2.38M | $167.3M | −$1.33M | Added$33.9M |
| TRUIST FINANCIAL CORP | 2.16M | $151.5M | −$473.1K | Added$104.2M |
| JANE STREET GROUP, LLC | 2.06M | $144.7M | −$475.5K | Added$97.2M |
| VICTORY CAPITAL MANAGEMENT INC | 1.5M | $105.5M | −$215.6K | Added$83.9M |
| ROYAL BANK OF CANADA | 1.23M | $86.4M | −$568.2K | Added$29.6M |
| Mirae Asset Global Investments Co., Ltd. | 1.21M | $85.3M | −$835.2K | Added$1.82M |
| Elm Partners Management LLC | 1.12M | $76.3M | −$2.76M | Added$8.02M |
| MML INVESTORS SERVICES, LLC | 1.08M | $76.1M | −$769.3K | Cut−$28.1M |
| STIFEL FINANCIAL CORP | 1.05M | $73.7M | −$606.7K | Added$13.1M |
| MATHER GROUP, LLC. | 992.6K | $69.8M | −$704.8K | Cut−$1.73M |
| Cetera Investment Advisers | 940.2K | $66.1M | −$632K | Added$2.89M |
| UBS Group AG | 813.6K | $57.2M | −$407.8K | Added$16.4M |
| Roberts Financial Services LLC | 807.2K | $56.7M | −$385.7K | Added$18.2M |
| OLD MISSION CAPITAL LLC | 718.2K | $50.5M | — | New |
| WELLS FARGO & COMPANY/MN | 695K | $48.8M | −$314.2K | Added$17.4M |
| Korea Investment CORP | 680.4K | $47.8M | −$244K | Added$23.4M |
| GenTrust, LLC | 631.2K | $44.4M | −$448.2K | Cut−$561.2K |
| MV CAPITAL MANAGEMENT, INC. | 606.2K | $42.6M | −$331.2K | Added$9.49M |
| TRUE Private Wealth Advisors | 547.5K | $38.5M | −$362.5K | Added$2.23M |
| BENJAMIN EDWARDS INC | 520.7K | $36.6M | −$369.6K | Cut−$1.38M |
| Karpus Management, Inc. | 492.5K | $34.6M | −$346.5K | Cut−$31.4K |
| DEUTSCHE BANK AG\ | 467.6K | $32.9M | −$332K | Cut−$1.02M |
| Bank Julius Baer & Co. Ltd, Zurich | 436.9K | $30.7M | −$310.2K | Cut−$1.95M |
| Americana Partners, LLC | 403.2K | $28.3M | −$205.3K | Added$7.81M |
| ES4, LLC | 358.7K | $25.2M | −$254.7K | Cut−$2.15M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 299.7K | $21.1M | −$212.8K | Cut−$258.5K |
| Prime Capital Investment Advisors, LLC | 269.9K | $19M | −$191.6K | Cut−$383.3K |
| Altman Advisors, Inc. | 268.8K | $18.9M | −$166.2K | Added$2.28M |
| Garde Capital, Inc. | 263.6K | $18.5M | −$187.1K | Cut−$400.2K |
| Ballentine Partners, LLC | 234K | $16.4M | −$166.1K | Cut−$166.1K |
| HighTower Advisors, LLC | 220.4K | $15.5M | −$156.4K | Cut−$291.1K |
| PALISADE CAPITAL MANAGEMENT, LP | 219.4K | $15.4M | −$139K | Added$1.51M |
| CWM, LLC | 217.8K | $15.3M | $11.3M | Added$15.3M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 217.4K | $15.3M | −$154.4K | Cut−$346.6K |
| AMERIPRISE FINANCIAL INC | 216.2K | $15.2M | −$153.5K | Cut−$239.6K |
| Creative Planning | 208.3K | $14.6M | −$138.3K | Added$815.1K |
| ALLIANCEBERNSTEIN L.P. | 203.3K | $14.4M | −$0 | Added$44.6K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 186K | $13.1M | −$149.7K | Cut−$331.5K |
| Fisher Asset Management, LLC | 172.1K | $12.1M | −$122.2K | Cut−$672.7K |
| Cerity Partners LLC | 160.2K | $11.3M | −$113.8K | Cut−$166.5K |
| Amundi | 155.9K | $11M | −$95.4K | Added$1.42M |
| Tanager Wealth Management LLP | 153.6K | $10.8M | −$87.5K | Added$2.04M |
| Sanctuary Advisors, LLC | 150.2K | $10.6M | −$55.1K | Added$5.05M |
| FIL Ltd | 148.1K | $10.4M | −$105.2K | Cut−$769.1K |
| Baird Financial Group, Inc. | 144.3K | $10.1M | −$88.2K | Added$1.33M |
| Mariner, LLC | 143.2K | $10.1M | −$10.2K | Added$9.04M |
| Integris Wealth Management, LLC | 134.7K | $9.47M | −$95.6K | Cut−$298.7K |
| Coastal Bridge Advisors, LLC | 133.8K | $9.4M | −$18.6K | Added$7.54M |
| Rockefeller Capital Management L.P. | 132.8K | $9.33M | −$70K | Added$2.33M |
| True Link Financial Advisors, LLC | 127.8K | $8.98M | −$90.7K | Cut−$90.7K |
| CAPTRUST FINANCIAL ADVISORS | 126K | $8.86M | −$89.5K | Cut−$1.02M |
| MERIDIAN MANAGEMENT CO | 124.5K | $8.75M | −$88.4K | Cut−$104.3K |
| Financial Gravity Asset Management, Inc. | 120.2K | $8.44M | −$82.3K | Added$213K |
| GOLDMAN SACHS GROUP INC | 120K | $8.43M | −$85.2K | Cut−$3.32M |
| Consilium Wealth Advisory, LLC | 113.5K | $7.97M | −$78.7K | Added$117.2K |
| Envestnet Portfolio Solutions, Inc. | 112.4K | $7.9M | −$79.8K | Cut−$847.5K |
| ASHFORD CAPITAL MANAGEMENT INC | 109K | $7.66M | −$72.3K | Added$426.3K |
| NorthRock Partners, LLC | 106.5K | $7.49M | −$75.6K | Cut−$901.7K |
| Private Wealth Advisors, LLC | 100.2K | $7.04M | −$61.6K | Added$880.2K |
| PNC Financial Services Group, Inc. | 98.4K | $6.91M | −$26.8K | Added$4.23M |
| Private Advisor Group, LLC | 96.3K | $6.77M | −$68.4K | Cut−$2.07M |
| DAVENPORT & Co LLC | 94.7K | $6.66M | −$16.7K | Added$4.99M |
| Atria Investments, Inc | 88.6K | $6.23M | −$15.5K | Added$4.68M |
| ACIMA PRIVATE WEALTH, LLC | 88.1K | $6.19M | −$60.9K | Added$102.5K |
| AlTi Global, Inc. | 86.7K | $6.09M | −$61.5K | Cut−$61.5K |
| WBH ADVISORY INC | 84.5K | $6.03M | $30.4K | Cut−$818.7K |
| BlackRock, Inc. | 81.5K | $5.73M | −$57.9K | Cut−$1.05M |
| Motley Fool Wealth Management, LLC | 80.4K | $5.65M | −$57.1K | Cut−$2.29M |
| Buska Wealth Management, LLC | 76.7K | $5.39M | −$43K | Added$1.09M |
| OSAIC HOLDINGS, INC. | 76.3K | $5.36M | −$52.9K | Added$158K |
| Quartz Partners, LLC | 73.4K | $5.16M | −$49K | Added$261K |
| Sequoia Financial Advisors, LLC | 70K | $4.92M | −$49.7K | Cut−$756.6K |
| AtlasMark Financial, Inc | 68.1K | $4.83M | $0 | Held |
| Stratos Wealth Partners, LTD. | 68.2K | $4.79M | −$40.3K | Added$756.3K |
| Pictet North America Advisors SA | 67.2K | $4.72M | — | New |
| Fiduciary Trust Co | 66.9K | $4.7M | −$47.5K | Cut−$247.7K |
| Waverly Advisors, LLC | 66.7K | $4.69M | −$25.7K | Added$2.12M |
| LARCH CAPITAL PARTNERS LLC | 65.7K | $4.62M | −$46.7K | Cut−$46.7K |
| AMG National Trust Bank | 64.4K | $4.53M | −$40.7K | Added$463.9K |
| Roof Eidam Maycock Peralta, LLC | 63.9K | $4.49M | −$44.7K | Added$20.5K |
| SYON CAPITAL LLC | 58.4K | $4.1M | −$35.9K | Added$514.8K |
| Prospera Financial Services Inc | 57.7K | $4.05M | −$40.8K | Cut−$21.9K |
| ATLAS CAPITAL ADVISORS INC. | 56.1K | $3.94M | −$39.9K | Cut−$349.3K |
| Birnam Oak Advisors, LP | 55K | $3.86M | −$39.1K | Cut−$39K |
| Ameritas Advisory Services, LLC | 55K | $3.86M | −$35.3K | Added$340.4K |
| Lido Advisors, LLC | 54.5K | $3.83M | −$24.1K | Cut−$121.2K |
| Beacon Pointe Advisors, LLC | 53.8K | $3.78M | −$19.9K | Added$1.79M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 51.8K | $3.64M | −$36.8K | Cut−$665.8K |
| World Investment Advisors | 51.4K | $3.61M | −$36.4K | Cut−$1.39M |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 51.1K | $3.59M | −$7.54K | Added$2.84M |
| Wealthfront Advisers LLC | 50.8K | $3.57M | −$25.5K | Added$1.01M |
| Arista Wealth Management, LLC | 50.7K | $3.56M | −$36K | Cut−$36K |
| Dorsey & Whitney Trust CO LLC | 50.5K | $3.55M | −$35.9K | Cut−$35.9K |
| PGIM Custom Harvest LLC | 50.5K | $3.55M | −$21.6K | Added$1.39M |
| Willis Johnson & Associates, Inc. | 48.8K | $3.43M | −$34.6K | Cut−$89.2K |
| US BANCORP \DE\ | 47.2K | $3.32M | −$33.5K | Cut−$188.6K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 46K | $3.13M | −$144.3K | Cut−$148.6K |
| Independent Solutions Wealth Management, LLC | 41.3K | $2.9M | −$23.9K | Added$506.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 40.9K | $2.88M | −$29.1K | Cut−$1.4M |
| Invst, LLC | 40.1K | $2.82M | −$28.5K | Cut−$469K |
| COOPERMAN LEON G | 38.4K | $2.7M | −$27.3K | Cut−$27.3K |
| Banque Transatlantique SA | 38.1K | $2.68M | — | New |
| RICHARDSON FINANCIAL SERVICES INC. | 37.9K | $2.66M | −$32.8K | Cut−$126K |
| NORTHERN TRUST CORP | 37.8K | $2.66M | −$24.2K | Added$238.5K |
| Israel Discount Bank of New York | 37.6K | $2.64M | −$19.4K | Added$706K |
| FIRST MANHATTAN CO. LLC. | 37.4K | $2.63M | −$26.5K | Cut−$328.5K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 36.6K | $2.57M | −$26K | Cut−$10.2M |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 36.1K | $2.54M | −$24.9K | Added$49.4K |
| Integrated Wealth Concepts LLC | 35.6K | $2.5M | −$4.44K | Added$2.06M |
| GeoWealth Management, LLC | 35.1K | $2.47M | −$19.5K | Added$518.6K |
| Corient Private Wealth LLC | 69.3K | $2.47M | −$1.27M | Cut−$88.4K |
| DRW Securities, LLC | 35K | $2.46M | — | New |
| Concurrent Investment Advisors, LLC | 34.8K | $2.44M | −$5.64K | Added$1.88M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 34.3K | $2.41M | −$11.9K | Added$1.22M |
| M&T Bank Corp | 33.8K | $2.38M | −$24K | Cut−$24K |
| STEPHENS INC /AR/ | 33.8K | $2.37M | −$13.7K | Added$998.2K |
| Fortis Capital Advisors, LLC | 33.5K | $2.36M | −$5.97K | Added$1.76M |
| Belpointe Asset Management LLC | 33.5K | $2.36M | −$8.52K | Added$1.51M |
| PENOBSCOT WEALTH MANAGEMENT | 33.3K | $2.34M | −$22.3K | Added$112K |
| Dogwood Wealth Management LLC | 32.8K | $2.31M | −$23.2K | Cut−$9.27K |
| FIFTH THIRD BANCORP | 32.7K | $2.3M | — | New |
| AlphaStar Capital Management, LLC | 30.5K | $2.14M | −$21.6K | Cut−$29.3M |
| SYNTAX RESEARCH, INC. | 30.4K | $2.14M | −$21.6K | Cut−$49.1K |
| Fidelity | 30.3K | $2.13M | −$18K | Added$334.8K |
| Burton Enright Welch | 30.1K | $2.11M | −$21.4K | Cut−$75.8K |
| BANK OF NOVA SCOTIA | 29.4K | $2.06M | — | New |
| Quantinno Capital Management LP | 29K | $2.04M | −$8.27K | Added$1.21M |
| Banco Santander, S.A. | 28.6K | $2.01M | −$20.3K | Cut−$148.2K |
| Jacobs Equity LLC | 26.2K | $2M | $128.4K | Added$206K |
| NATIONAL BANK OF CANADA /FI/ | 23.9K | $1.99M | $9.81K | Added$69.9K |
| PAX Financial Group, LLC | 27.8K | $1.95M | −$19.7K | Cut−$149.6K |
| Roan Capital Partners | 27.2K | $1.91M | — | Held |
| Peck Wealth Management, LLC | 27.1K | $1.9M | −$19.2K | Cut−$264.8K |
| Beacon Bridge Wealth Partners, LLC | 26.5K | $1.86M | −$16.5K | Added$212.7K |
| NEW ENGLAND ASSET MANAGEMENT INC | 26.3K | $1.85M | −$18.7K | Cut−$18.7K |
| Ameraudi Asset Management, Inc. | 26.2K | $1.84M | −$18.6K | Cut−$18.6K |
| Regal Investment Advisors LLC | 26.1K | $1.83M | −$18.5K | Cut−$243K |
| Walkner Condon Financial Advisors LLC | 25.1K | $1.76M | −$17.8K | Cut−$154.3K |
| Bank of New York Mellon Corp | 25K | $1.76M | −$5.71K | Added$1.18M |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 24.9K | $1.75M | −$17.4K | Added$12.5K |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 24.7K | $1.74M | −$17.3K | Added$13.7K |
| Composition Wealth, LLC | 24.4K | $1.72M | −$17.1K | Added$4.72K |
| HSBC HOLDINGS PLC | 24.4K | $1.72M | −$17.3K | Cut−$4.75M |
| Genesee Capital Advisors, LLC | 24.2K | $1.7M | −$17.2K | Cut−$46.2K |
| Phillips Wealth Planners LLC | 22K | $1.65M | $9.53K | Added$1.31M |
| Element Wealth, LLC | 22.9K | $1.61M | −$16.3K | Cut−$22.8K |
| Balefire, LLC | 22.9K | $1.61M | −$14.6K | Added$141.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 22.6K | $1.6M | −$34.1K | Cut−$1.27M |
| Arkadios Wealth Advisors | 22.8K | $1.6M | −$14.3K | Added$173.4K |
| Verdence Capital Advisors LLC | 22.6K | $1.59M | −$15.7K | Added$12.9K |
| Tradewinds Capital Management, LLC | 22.5K | $1.58M | −$16K | Cut−$16K |
| JONES FINANCIAL COMPANIES LLLP | 23.1K | $1.56M | −$48.9K | Added$485.1K |
| TRANSCEND CAPITAL ADVISORS, LLC | 22.2K | $1.56M | −$3.97K | Added$1.16M |
| HARRELL INVESTMENT PARTNERS, LLC | 22K | $1.55M | — | New |
| FIDUCIARY FINANCIAL GROUP, LLC | 22K | $1.54M | −$15.6K | Cut−$258.3K |
| Versant Capital Management, Inc | 21.4K | $1.5M | −$15.2K | Cut−$15.2K |
| Sharper & Granite LLC | 20.6K | $1.45M | −$14.6K | Cut−$22.8K |
| CHOREO, LLC | 20.5K | $1.44M | −$20.1K | Cut−$374.9K |
| Kestra Advisory Services, LLC | 19.4K | $1.36M | −$12K | Added$166.7K |
| Sunbelt Securities, Inc. | 18.5K | $1.3M | −$11K | Added$198K |
| Vontobel Holding Ltd. | 17.9K | $1.26M | −$12.7K | Cut−$28.8K |
| BANK OF MONTREAL /CAN/ | 17.8K | $1.25M | −$5.19K | Added$734.4K |
| Lakeshore Capital Group, Inc. | 17.8K | $1.25M | −$12.6K | Cut−$27.9K |
| Simplicity Wealth,LLC | 17.7K | $1.24M | −$3.3K | Added$910.2K |
| Dunhill Financial, LLC | 17.5K | $1.23M | −$281 | Added$1.21M |
| BARINGS LLC | 17.5K | $1.23M | −$12.4K | Cut−$12.4K |
| SILVERLAKE WEALTH MANAGEMENT LLC | 17.4K | $1.23M | −$12.4K | Cut−$186.2K |
| Viewpoint Capital Management LLC | 17K | $1.19M | −$11.8K | Added$16.3K |
| PICTON MAHONEY ASSET MANAGEMENT | 16.9K | $1.18M | −$7.84K | Added$401.1K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 16.5K | $1.16M | −$11.7K | Cut−$17K |
| Ashton Thomas Private Wealth, LLC | 16.1K | $1.13M | −$11.5K | Cut−$11.5K |
| WEALTHGARDEN F.S. LLC | 16.1K | $1.13M | −$63.8K | Cut−$165.2K |
| Dakota Wealth Management | 15.8K | $1.11M | −$11.2K | Cut−$19K |
| Orion Porfolio Solutions, LLC | 15.5K | $1.09M | −$10.9K | Cut−$695.2K |
| Squarepoint Ops LLC | 14.8K | $1.04M | — | New |
| Steward Partners Investment Advisory, LLC | 14.6K | $1.03M | −$10.4K | Cut−$11.9M |
| IHT Wealth Management, LLC | 14.4K | $1.01M | −$31.6K | Cut−$58.8K |
| Inman Jager Wealth Management, LLC | 14.2K | $996.4K | −$10.1K | Cut−$8.58K |
| Robertson Stephens Wealth Management, LLC | 13.9K | $977.4K | −$9.88K | Cut−$11.7K |
| BLAIR WILLIAM & CO/IL | 13.8K | $968.2K | −$8.28K | Added$141.3K |
| AIA Group Ltd | 13.7K | $961.6K | −$9.72K | Cut−$9.72K |
| ARKANSAS FINANCIAL GROUP, INC. | 12.8K | $947.5K | $27.1K | Added$308.1K |
| Visionary Wealth Advisors | 13.4K | $944.1K | −$9.54K | Cut−$54.4K |
| Gateway Wealth Partners, LLC | 13.3K | $937.5K | — | New |
| Ascent Group, LLC | 13.3K | $932.3K | −$4.19K | Added$513.2K |
| Farther Finance Advisors, LLC | 12.9K | $918.7K | $4.67K | Cut−$27.6K |
| DARA CAPITAL US, INC. | 12.9K | $905.8K | −$9.15K | Cut−$9.15K |
| SCS Capital Management LLC | 12.9K | $903.6K | −$9.15K | Cut−$28.4K |
| PRESILIUM PRIVATE WEALTH, LLC | 12.8K | $901.6K | −$8.41K | Added$60.5K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 12.4K | $871.6K | −$8.81K | Cut−$8.81K |
| BFI Infinity Ltd. | 12.3K | $861.1K | −$6.61K | Added$200.6K |
| INVESTED ADVISORS | 11.9K | $835.4K | −$8.05K | Added$30.5K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11.8K | $831.1K | −$8.4K | Cut−$290.5K |
| GTS SECURITIES LLC | 11.6K | $817.9K | — | New |
| Harbour Capital Advisors, LLC | 11K | $815.8K | $29.5K | Added$27K |
| Icahn Capital | 11.5K | $810.9K | — | New |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 11.3K | $794.1K | −$8.02K | Cut−$8.02K |
| StoneX Group Inc. | 11.3K | $790.8K | −$7.87K | Added$6.75K |
| Advisory Services Network, LLC | 11.2K | $787.7K | −$7.71K | Added$16.5K |
| PACIFIC FINANCIAL GROUP INC | 11.1K | $782K | — | New |
| LOM Asset Management Ltd | 11K | $771.6K | −$7.8K | Cut−$7.79K |
| Transamerica Financial Advisors, LLC | 10.6K | $744K | −$6.87K | Added$52.7K |
| RDA Financial Network | 10.4K | $733.9K | −$7.42K | Cut−$48.6K |
| CIBC Bancorp USA Inc. | 10.4K | $732.4K | — | Held |
| FIRST CITIZENS BANK & TRUST CO | 10.2K | $718.5K | −$7.26K | Cut−$7.26K |
| Moors & Cabot, Inc. | 10.2K | $716.5K | −$7.24K | Cut−$14.1K |
| TWO SIGMA SECURITIES, LLC | 10.2K | $714.2K | — | New |
| ORBA Wealth Advisors, L.L.C. | 10K | $705.7K | −$7.13K | Cut−$390.6K |
| Wedmont Private Capital | 9.39K | $694.8K | $16.4K | Cut−$14.7K |
| Aptus Capital Advisors, LLC | 9.74K | $684.6K | −$6.92K | Cut−$53.6K |
| Badgley Phelps Wealth Managers, LLC | 9.47K | $665.8K | −$6.59K | Added$7.33K |
| Strategic Blueprint, LLC | 9.34K | $656.5K | −$6.63K | Cut−$125.5K |
| Mission Creek Capital Partners, Inc. | 9.32K | $655.2K | −$6.59K | Cut−$178.6K |
| J2 Capital Management Inc | 9.2K | $646.6K | −$6.53K | Cut−$734.4K |
| MERCER GLOBAL ADVISORS INC /ADV | 9.06K | $636.4K | −$5.89K | Added$48K |
| Renaissance Technologies | 9K | $632.4K | — | New |
| BNP PARIBAS FINANCIAL MARKETS | 8.97K | $630.3K | −$6.37K | Cut−$8.36K |
| HB Wealth Management, LLC | 8.71K | $611.8K | −$3.78K | Added$232.3K |
| Portfolio Resources Advisor Group, Inc. | 8.66K | $608.7K | −$1.29K | Added$479.6K |
| Activest Wealth Management | 8.65K | $607.8K | −$6.14K | Cut−$6.14K |
| SOUTH PLAINS FINANCIAL, INC. | 8.55K | $601K | −$5.99K | Cut−$5.99K |
| INSIGNEO ADVISORY SERVICES, LLC | 8.51K | $597.9K | −$6.04K | Cut−$1.53M |
| IEQ CAPITAL, LLC | 8.41K | $590.7K | −$5.97K | Cut−$5.97K |
| Vident Advisory, LLC | 8.36K | $587.7K | −$5.94K | Cut−$5.94K |
| Ahara Advisors LLC | 8.34K | $586.3K | −$5.92K | Cut−$5.92K |
| Parallel Advisors, LLC | 8.24K | $579K | −$5.88K | Cut−$32K |
| ROTHSCHILD INVESTMENT LLC | 8.09K | $568.5K | −$5.74K | Cut−$5.74K |
| PENNINGTON PARTNERS & CO., LLC | 8.04K | $564.7K | −$3.92K | Added$174.8K |
| Cullen/Frost Bankers, Inc. | 8.03K | $563.9K | −$1.03K | Added$463.8K |
| WATERSHED PRIVATE WEALTH LLC | 7.84K | $551.2K | −$5.57K | Cut−$11.2K |
| Apollon Wealth Management, LLC | 7.81K | $548.9K | −$5.31K | Added$17.7K |
| BROWN BROTHERS HARRIMAN & CO | 7.75K | $544.5K | −$5.24K | Added$20.7K |
| Sigma Planning Corp | 7.66K | $538.2K | −$4.53K | Added$85.3K |
| Stonebrook Private Inc. | 7.53K | $528.9K | −$5.32K | Cut−$49.5K |
| GWN SECURITIES INC. | 7.46K | $524.6K | −$5.25K | Cut−$45.6K |
| Merit Financial Group, LLC | 7.24K | $508.8K | −$5.14K | Cut−$38.9K |
| Rosenberg Matthew Hamilton | 7.04K | $494.3K | −$5K | Cut−$6.98K |
| Citadel | 7K | $492.2K | −$4.97K | Cut−$53.1K |
| Runnymede Capital Advisors, Inc. | 6.95K | $488.4K | — | New |
| Charter Oak Capital Management, LLC | 6.93K | $487.4K | −$4.92K | Cut−$68.2K |
| TFB Advisors LLC | 6.93K | $487.3K | −$4.92K | Cut−$32.6K |
| WAYSTONE ADVISORS LLC | 6.84K | $480.6K | — | New |
Who left
- a16z Perennial Management, L.P.$47.4M
- Metis Global Partners, LLC$34.8M
- Stonebridge Financial Group, LLC$26.6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$23.3M
- KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$1.96M
- Generation Capital Management LLC$1.94M
- MGO Private Wealth, LLC$1.89M
- NewEdge Advisors, LLC$1.84M
- SCOTIA CAPITAL INC.$1.8M
- LVZ, Inc.$1.74M
- Bison Wealth, LLC$1.73M
- ABC ARBITRAGE SA$1.61M
- Modern Wealth Management, LLC$1.08M
- Archer Investment Management, LLC$977.5K
- Compound Planning, Inc.$517.5K
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.