Stock
Reported value
$938.7M
Holders
423
+56 new · −55 exited
Holders’ est. mark
−$95.1M
Price effect on 225 books still in the name
Largest holder
$70.9M
UBS Group AG
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $1.59M
- Fidelity0.0% · $13.7K
- Icahn Capital0.0% · $918.8K
- State Street0.0% · $5.86M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| UBS Group AG | 1.34M | $70.9M | −$4.55M | Added$34M |
| MORGAN STANLEY | 854.6K | $45.3M | −$6.35M | Cut−$7.15M |
| Legal & General Group Plc | 784K | $41.5M | −$5.36M | Cut−$1.96M |
| D. E. Shaw & Co., Inc. | 543.3K | $28.8M | −$2.07M | Added$12M |
| TWO SIGMA INVESTMENTS, LP | 524K | $27.8M | −$538K | Added$23.4M |
| Qube Research & Technologies Ltd | 485.8K | $25.7M | −$1.41M | Added$14.3M |
| Muzinich & Co., Inc. | 484.8K | $25.7M | −$3.27M | Cut−$896.1K |
| ADELL HARRIMAN & CARPENTER INC | 484.6K | $25.7M | −$3.55M | Cut−$3.23M |
| Invesco Ltd. | 432.5K | $22.9M | −$3.12M | Cut−$2.45M |
| BlackRock, Inc. | 424.2K | $22.5M | −$1.56M | Added$9.78M |
| Sumitomo Mitsui Trust Group, Inc. | 370.5K | $19.6M | −$2.64M | Cut−$1.85M |
| MILLENNIUM MANAGEMENT LLC | 359.8K | $19.1M | −$1.84M | Added$4.14M |
| LPL Financial LLC | 347.9K | $18.4M | −$2.59M | Cut−$2.61M |
| FRANKLIN RESOURCES INC | 320.9K | $17M | −$2.24M | Cut−$1.23M |
| GOLDMAN SACHS GROUP INC | 313.4K | $16.6M | −$2.33M | Cut−$4.95M |
| CHILDRESS CAPITAL ADVISORS, LLC | 293.7K | $15.6M | −$2.18M | Cut−$2.18M |
| RAYMOND JAMES FINANCIAL INC | 263.7K | $13.9M | −$1.91M | Cut−$1.33M |
| SANDERS MORRIS HARRIS LLC | 237.3K | $12.6M | — | New |
| Trinity Legacy Partners, LLC | 203.2K | $11.5M | −$766K | Cut−$108.7K |
| MARSHALL WACE, LLP | 205.4K | $10.9M | — | New |
| Private Advisor Group, LLC | 170.3K | $9.02M | −$1.27M | Cut−$1.44M |
| OSAIC HOLDINGS, INC. | 169.7K | $8.99M | −$1.26M | Cut−$1.32M |
| JPMORGAN CHASE & CO | 167.9K | $8.67M | −$1.47M | Cut−$4.69M |
| BENJAMIN EDWARDS INC | 153.6K | $8.14M | −$1.14M | Cut−$1.34M |
| ROYAL BANK OF CANADA | 151.2K | $8.01M | −$1.11M | Cut−$1.02M |
| Trexquant Investment LP | 142.5K | $7.55M | −$138.1K | Added$6.42M |
| U.S. Capital Wealth Advisors, LLC | 139.1K | $7.37M | −$1.03M | Cut−$1.01M |
| Joel Isaacson & Co., LLC | 129K | $6.83M | −$957.2K | Cut−$947.9K |
| TCTC Holdings, LLC | 129K | $6.83M | −$942.1K | Cut−$825.5K |
| ENVESTNET ASSET MANAGEMENT INC | 127.3K | $6.74M | −$354K | Added$3.87M |
| AMERIPRISE FINANCIAL INC | 126.9K | $6.74M | −$926.7K | Cut−$2.54M |
| HOURGLASS CAPITAL, LLC | 123.5K | $6.54M | −$918K | Cut−$997.1K |
| Balyasny Asset Management L.P. | 120K | $6.36M | −$842.4K | Cut−$491.2K |
| Sound Income Strategies, LLC | 118.2K | $6.13M | −$1.42M | Cut−$15.4M |
| MGO ONE SEVEN LLC | 115K | $6.09M | −$706.3K | Added$349K |
| Hamilton Point Investment Advisors, LLC | 113.6K | $6.02M | −$844.3K | Cut−$866.7K |
| Segment Wealth Management, LLC | 113K | $5.99M | −$839.8K | Cut−$1.28M |
| Advisors Asset Management, Inc. | 111.2K | $5.89M | −$826.4K | Cut−$872.7K |
| State Street | 110.7K | $5.86M | — | New |
| J.W. COLE ADVISORS, INC. | 106.9K | $5.66M | −$187.3K | Cut−$277.7K |
| WELLS FARGO & COMPANY/MN | 103.7K | $5.49M | −$745K | Cut−$562.4K |
| Integrated Wealth Concepts LLC | 103.1K | $5.46M | −$734.3K | Cut−$505.9K |
| DENALI ADVISORS LLC | 101.5K | $5.37M | −$754K | Cut−$1.04M |
| Meridian Wealth Management, LLC | 101.2K | $5.36M | −$730.2K | Cut−$576K |
| BANK OF AMERICA CORP /DE/ | 97.6K | $5.17M | −$725.4K | Cut−$950.8K |
| HighTower Advisors, LLC | 95.6K | $5.06M | −$701.5K | Cut−$639.2K |
| FIRST TRUST ADVISORS LP | 94.5K | $5M | −$702.1K | Cut−$4.41M |
| BNP PARIBAS FINANCIAL MARKETS | 92.2K | $4.88M | −$685.1K | Cut−$1.03M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 91K | $4.82M | −$675.8K | Cut−$1.05M |
| Quantbot Technologies LP | 88.7K | $4.7M | −$354.3K | Added$1.82M |
| CoreCap Advisors, LLC | 86.9K | $4.6M | −$560.9K | Added$44.7K |
| ALBION FINANCIAL GROUP /UT | 86.9K | $4.6M | −$645K | Cut−$638.7K |
| Naviter Wealth, LLC | 85K | $4.5M | −$549.6K | Added$34.1K |
| Creative Planning | 82.2K | $4.36M | −$575.6K | Cut−$322.4K |
| Texas Yale Capital Corp. | 79.6K | $4.21M | −$591.1K | Cut−$642.4K |
| Engineers Gate Manager LP | 73.2K | $3.88M | −$227.6K | Added$2.03M |
| TUDOR INVESTMENT CORP ET AL | 72.9K | $3.86M | −$541.9K | Cut−$10.6M |
| Cetera Investment Advisers | 72.3K | $3.83M | −$537.2K | Cut−$677.3K |
| Point72 Asset Management, L.P. | 72.1K | $3.82M | — | New |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 71.6K | $3.79M | −$531.9K | Cut−$644.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | 69.5K | $3.68M | −$516.5K | Cut−$595.1K |
| FJ Capital Management LLC | 67.7K | $3.58M | — | New |
| Baker Avenue Asset Management, LP | 66.2K | $3.51M | −$468.5K | Cut−$301.7K |
| Pembroke Management, LTD | 64.9K | $3.44M | −$479.4K | Cut−$457.8K |
| Larson Financial Group LLC | 60.4K | $3.2M | −$433K | Cut−$320.7K |
| Mariner, LLC | 59.8K | $3.17M | −$264.5K | Added$1.02M |
| IHT Wealth Management, LLC | 58.1K | $3.07M | −$421.2K | Cut−$348.7K |
| Fund Advisors of America Inc/FL | 57.9K | $3.07M | −$414.9K | Cut−$307.4K |
| Kestra Advisory Services, LLC | 57.6K | $3.05M | −$427.9K | Cut−$465.9K |
| Midwest Professional Planners, LTD. | 54.4K | $2.88M | −$385.8K | Cut−$255.6K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 53.8K | $2.85M | −$399.4K | Cut−$1.77M |
| Rockefeller Capital Management L.P. | 52.5K | $2.78M | −$390.3K | Cut−$513.7K |
| Beacon Pointe Advisors, LLC | 51.6K | $2.73M | −$383.2K | Cut−$606.7K |
| M&T Bank Corp | 51.4K | $2.72M | −$381.7K | Cut−$380.6K |
| Taylor Frigon Capital Management LLC | 50.1K | $2.65M | −$372.1K | Cut−$557.6K |
| Prospera Financial Services Inc | 49.2K | $2.61M | −$358.7K | Cut−$309.3K |
| Russell Investments Group, Ltd. | 47.8K | $2.53M | −$5.83K | Added$2.49M |
| Capital Investment Advisors, LLC | 46.1K | $2.44M | −$342.6K | Cut−$573.6K |
| BARCLAYS PLC | 44.5K | $2.36M | −$59 | Added$2.36M |
| Bank of New York Mellon Corp | 44.3K | $2.35M | −$305.7K | Cut−$135.7K |
| First Financial Bankshares Inc | 43.5K | $2.31M | −$304.5K | Cut−$168.7K |
| Schonfeld Strategic Advisors LLC | 43K | $2.28M | — | New |
| Focus Financial Network, Inc. | 42.8K | $2.27M | −$288.3K | Cut−$75.3K |
| KING LUTHER CAPITAL MANAGEMENT CORP | 42.4K | $2.25M | −$315.1K | Cut−$315.1K |
| Geneos Wealth Management Inc. | 41.6K | $2.2M | −$261.2K | Added$78.5K |
| NEUBERGER BERMAN GROUP LLC | 40.9K | $2.16M | — | New |
| CWM, LLC | 39.8K | $2.11M | $2.11M | Added$2.11M |
| BLAIR WILLIAM & CO/IL | 39K | $2.07M | −$288.3K | Cut−$275.3K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 38.5K | $2.04M | −$279.4K | Cut−$230.4K |
| Entropy Technologies, LP | 37.1K | $1.96M | — | New |
| SHARPEPOINT LLC | 36.2K | $1.92M | −$230K | Added$47.6K |
| Advisory Services Network, LLC | 35.8K | $1.9M | −$265.9K | Cut−$349.1K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 35.6K | $1.89M | −$264.7K | Cut−$292.5K |
| Sigma Planning Corp | 35.5K | $1.88M | −$263.7K | Cut−$333K |
| Arkadios Wealth Advisors | 33.7K | $1.79M | −$241.8K | Cut−$178.3K |
| Magnetar Financial LLC | 33K | $1.75M | −$44K | Added$1.39M |
| Citadel | 29.9K | $1.59M | −$222.5K | Cut−$640.7K |
| Lido Advisors, LLC | 29.4K | $1.56M | −$131.2K | Added$761.7K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 29.2K | $1.55M | −$213.5K | Cut−$186.8K |
| DEARBORN PARTNERS LLC | 28.8K | $1.53M | −$214.2K | Cut−$246.8K |
| Legacy Capital Wealth Partners, LLC | 28.8K | $1.52M | −$205K | Cut−$143.2K |
| Tidal Investments LLC | 27.8K | $1.47M | −$137K | Added$360.6K |
| LGT Fund Management Co Ltd. | 27.8K | $1.47M | — | New |
| AE Wealth Management LLC | 26.3K | $1.39M | −$114.7K | Added$460.2K |
| B. Riley Wealth Advisors, Inc. | 26.8K | $1.38M | −$233.8K | Cut−$300.5K |
| BOKF, NA | 25K | $1.32M | −$185.8K | Cut−$185.8K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 24.9K | $1.32M | −$166.6K | Cut−$36K |
| DNB Asset Management AS | 24.6K | $1.3M | −$183K | Cut−$934.7K |
| Widmann Financial Services, Inc. | 24.3K | $1.29M | −$180.8K | Cut−$182K |
| Squarepoint Ops LLC | 24.3K | $1.28M | −$180.2K | Cut−$470K |
| Castleview Partners, LLC | 23.7K | $1.25M | −$175.9K | Cut−$175.9K |
| Cerity Partners LLC | 22.9K | $1.21M | −$153.3K | Cut−$35K |
| WealthPLAN Partners, LLC | 22.4K | $1.19M | −$166.5K | Cut−$205.1K |
| MACKENZIE FINANCIAL CORP | 21.8K | $1.15M | −$138.6K | Cut−$17.7K |
| Arete Wealth Advisors, LLC | 21.7K | $1.15M | $1.08M | Added$1.15M |
| Clear Trail Advisors, LLC | 21.6K | $1.15M | — | New |
| STRATEGY ASSET MANAGERS LLC | 21.5K | $1.14M | — | New |
| CREDIT AGRICOLE S A | 21.3K | $1.13M | −$155.5K | Cut−$135.5K |
| Generali Investments CEE, investicni spolecnost, a.s. | 20.8K | $1.1M | −$154.4K | Cut−$154.4K |
| MILESTONE ASSET MANAGEMENT, LLC | 20.7K | $1.1M | −$118K | Added$136.9K |
| SIMON QUICK ADVISORS, LLC | 20.5K | $1.09M | −$152.5K | Cut−$153.8K |
| Savvy Advisors, Inc. | 20.4K | $1.08M | −$134.3K | Cut−$14K |
| HUB Investment Partners, LLC | 19.8K | $1.05M | −$147.3K | Cut−$671.3K |
| Baird Financial Group, Inc. | 19.5K | $1.03M | −$145.1K | Cut−$181.8K |
| NATIXIS | 19.4K | $1.03M | −$144.3K | Cut−$144.3K |
| Quantinno Capital Management LP | 19K | $1.01M | — | New |
| SMH CAPITAL ADVISORS INC | 1K | $1M | $939.8K | Cut−$140.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 18.7K | $986K | −$181.3K | Cut−$968K |
| Callahan Advisors, LLC | 18.5K | $980.2K | −$132.9K | Cut−$100.1K |
| MML INVESTORS SERVICES, LLC | 17.8K | $944.9K | −$132.6K | Cut−$202.2K |
| CAPTRUST FINANCIAL ADVISORS | 17.7K | $937.5K | −$119.6K | Cut−$34.4K |
| Steward Partners Investment Advisory, LLC | 17.5K | $925.2K | −$129.8K | Cut−$177.2K |
| Signature Equity Partners, LLC | 17.5K | $924.8K | −$70.8K | Added$349.7K |
| Uncommon Cents Investing LLC | 17.4K | $919K | −$126.1K | Cut−$106.3K |
| Icahn Capital | 17.3K | $918.8K | — | New |
| Sanctuary Advisors, LLC | 17.3K | $918.3K | −$123.8K | Cut−$88K |
| Blue Trust, Inc. | 17.2K | $909K | −$127.5K | Cut−$135.1K |
| Advisory Advocates, LLC | 17K | $901.3K | −$126.4K | Cut−$161.3K |
| Aquatic Capital Management LLC | 16.8K | $890.5K | −$124.9K | Cut−$787.1K |
| Delta Investment Management, LLC | 16.8K | $888.7K | −$115.9K | Cut−$53.5K |
| CHILTON CAPITAL MANAGEMENT LLC | 16.7K | $885.3K | −$124.2K | Cut−$124.2K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 16.6K | $881.6K | −$115.5K | Cut−$57.1K |
| ProShare Advisors LLC | 16.5K | $875.1K | −$121.9K | Cut−$116K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16.2K | $855.8K | −$118.8K | Cut−$109.8K |
| XTX Topco Ltd | 15.9K | $844K | −$118.4K | Cut−$2.87M |
| Venturi Wealth Management, LLC | 15.6K | $825.3K | −$115.8K | Cut−$115.8K |
| Golden State Equity Partners | 15.3K | $810.6K | −$57.1K | Added$346.3K |
| Corient Private Wealth LLC | 15.3K | $810.2K | −$113.7K | Cut−$53M |
| STIFEL FINANCIAL CORP | 15.2K | $804.7K | −$93.8K | Added$42.1K |
| Fortis Capital Advisors, LLC | 15.1K | $799.4K | −$111.7K | Cut−$108.2K |
| Belpointe Asset Management LLC | 15.1K | $799.4K | −$111.7K | Cut−$108.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | 14.7K | $777.8K | −$109.1K | Cut−$218.6K |
| NewEdge Wealth, LLC | 14.6K | $772.4K | −$108.4K | Cut−$108.4K |
| Equitable Holdings, Inc. | 12.5K | $755.4K | −$148 | Added$128.2K |
| WCG Wealth Advisors LLC | 14.1K | $746.5K | −$104.7K | Cut−$187.8K |
| Financial Security Advisor, Inc. | 14K | $742.5K | −$104K | Cut−$102.6K |
| MAI Capital Management | 14K | $741.3K | −$102.1K | Cut−$88K |
| Empowered Funds, LLC | 13.9K | $735.1K | −$101.9K | Cut−$93.2K |
| Allworth Financial LP | 13.8K | $732.1K | −$102.7K | Cut−$123.7K |
| MINDSET WEALTH MANAGEMENT, LLC | 13.8K | $731.4K | −$95.7K | Cut−$46.3K |
| &PARTNERS | 13.5K | $710.9K | −$28.9K | Added$483.1K |
| HB Wealth Management, LLC | 13.4K | $710.1K | −$92.6K | Cut−$42.2K |
| EAGLE GLOBAL ADVISORS LLC | 13.4K | $709.4K | −$99.5K | Cut−$575.4K |
| Smartleaf Asset Management LLC | 13.4K | $690.1K | −$113.6K | Cut−$111.4K |
| Tradition Wealth Management, LLC | 12.8K | $680.5K | −$94.2K | Cut−$85.4K |
| PFG Investments, LLC | 12.8K | $678.9K | −$95.2K | Cut−$99.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.7K | $674.1K | −$94.6K | Cut−$2.02M |
| RMR Wealth Builders | 12.7K | $673.2K | −$94.5K | Cut−$107.1K |
| D.B. Root & Company, LLC | 12.7K | $672K | −$94.3K | Cut−$95.3K |
| Cordoba Advisory Partners LLC | 12.6K | $665.7K | −$91.5K | Cut−$73.7K |
| Fieldview Capital Management, LLC | 12.5K | $663.4K | — | New |
| MERCER GLOBAL ADVISORS INC /ADV | 12.5K | $663.4K | −$93.1K | Cut−$156.9K |
| Concurrent Investment Advisors, LLC | 12.5K | $661.8K | −$87.9K | Cut−$53.1K |
| Catalyst Capital Advisors LLC | 12.1K | $642.3K | −$90.1K | Cut−$90.1K |
| Westbourne Investment Advisors, Inc. | 12.1K | $640.8K | −$89.9K | Cut−$89.9K |
| AlphaCore Capital LLC | 12K | $635.8K | — | New |
| Vanguard Personalized Indexing Management, LLC | 11.9K | $629.4K | −$77.9K | Cut−$3.52K |
| Inscription Capital, LLC | 11.8K | $625.6K | −$87.7K | Cut−$86.9K |
| TRUIST FINANCIAL CORP | 11.8K | $622.5K | −$86K | Cut−$76.6K |
| GUGGENHEIM CAPITAL LLC | 11.7K | $618.6K | −$86.8K | Cut−$112.3K |
| Virtue Capital Management, LLC | 11.8K | $607.3K | −$116.5K | Cut−$104.8K |
| Focus Partners Wealth | 10.9K | $574.8K | −$74.6K | Cut−$31.7K |
| Carnegie Investment Counsel | 10.9K | $574.7K | — | New |
| Greenland Capital Management LP | 10.8K | $572K | −$48.3K | Added$179.4K |
| Newbridge Financial Services Group, Inc. | 10.8K | $571.9K | −$79.1K | Cut−$71.2K |
| EARNED WEALTH ADVISORS, LLC | 10.5K | $556.9K | −$78.1K | Cut−$78.1K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 9.7K | $540.9K | −$38.9K | Added$33.6K |
| Icon Wealth Advisors, LLC | 10K | $537.5K | −$60.4K | Cut−$12K |
| Atria Investments, Inc | 10.1K | $534.3K | −$75K | Cut−$239.9K |
| Kingsview Wealth Management, LLC | 10K | $531.9K | −$56K | Added$76.7K |
| Brevan Howard Capital Management LP | 9.89K | $523.8K | −$73.5K | Cut−$224.2K |
| Fiduciary Group, LLC | 9.76K | $517.1K | −$54.6K | Added$73K |
| DIVERSIFIED MANAGEMENT INC | 9.74K | $515.8K | — | New |
| Balboa Wealth Partners | 9.67K | $512K | −$69K | Cut−$49.2K |
| Krane Funds Advisors LLC | 9.48K | $509.7K | −$28K | Added$255.2K |
| Archer Investment Corp | 9.35K | $495.1K | −$4.07K | Added$462.1K |
| AlTi Global, Inc. | 9.15K | $484.6K | −$68K | Cut−$68K |
| Mutual Advisors, LLC | 9.03K | $478.4K | −$67.1K | Cut−$196.1K |
| CAHILL FINANCIAL ADVISORS INC | 8.93K | $472.8K | −$66.3K | Cut−$88K |
| Burns Matteson Capital Management, LLC | 8.84K | $468.2K | −$65.6K | Cut−$64.8K |
| Triumph Capital Management | 8.76K | $463.8K | −$55.7K | Added$10.9K |
| AMERIFLEX GROUP, INC. | 8.7K | $460.5K | −$61.6K | Cut−$40.4K |
| VestGen Advisors, LLC | 8.6K | $455K | — | New |
| Vertex Planning Partners, LLC | 8.58K | $454.6K | −$63.8K | Cut−$63.8K |
| Stratos Wealth Partners, LTD. | 8.56K | $453.6K | −$63.6K | Cut−$93.8K |
| Perigon Wealth Management, LLC | 8.54K | $452.5K | −$63.5K | Cut−$63.4K |
| BostonPremier Wealth LLC | 8.25K | $436.9K | −$61.3K | Cut−$139.8K |
| Disciplined Investors, L.L.C. | 8.24K | $436.4K | −$60.6K | Cut−$55.8K |
| Innova Wealth Partners | 8.23K | $435.7K | −$61.1K | Cut−$62.4K |
| Maia Wealth LLC | 8.12K | $429.9K | — | New |
| Sepio Capital, LP | 8K | $423.7K | −$59.4K | Cut−$59.4K |
| OXFORD ASSET MANAGEMENT LLP | 7.78K | $411.8K | — | New |
| JONES FINANCIAL COMPANIES LLLP | 7.82K | $403.2K | −$69.3K | Cut−$69.1K |
| Argent Trust Co | 7.35K | $389.3K | −$53.8K | Cut−$48.2K |
| Capital Investment Advisory Services, LLC | 7.29K | $386.3K | −$53.2K | Cut−$46.2K |
| Castle Rock Wealth Management, LLC | 7.15K | $376.2K | −$65.9K | Cut−$67.7K |
| Corus Family Wealth Advisors | 7.07K | $374.5K | −$52.5K | Cut−$52.5K |
| Merit Financial Group, LLC | 6.87K | $363.9K | −$51.1K | Cut−$114.8K |
| TWO SIGMA SECURITIES, LLC | 6.77K | $358.6K | −$35.1K | Added$73.3K |
| INTEGRITY ALLIANCE, LLC. | 6.74K | $356.7K | — | New |
| Strategic Financial Concepts, LLC | 6.66K | $352.9K | −$44.4K | Cut−$7.41K |
| LBMC INVESTMENT ADVISORS, LLC | 6.64K | $351.4K | −$49.3K | Cut−$49.3K |
| LGT Group Foundation | 6.53K | $345.9K | — | New |
| FSM Wealth Advisors, LLC | 6.5K | $344.4K | −$48.3K | Cut−$49.2K |
| COMPASS CAPITAL MANAGEMENT, INC | 6.33K | $335K | — | New |
| VPR Management LLC | 6.27K | $332.3K | −$45.9K | Cut−$40.7K |
| Moors & Cabot, Inc. | 6.21K | $329.1K | −$46.2K | Cut−$46.2K |
| Csenge Advisory Group | 6.19K | $327.6K | −$44.7K | Cut−$36.1K |
| Sequoia Financial Advisors, LLC | 6.14K | $325.3K | −$44.1K | Cut−$33.2K |
| CITIGROUP INC | 6.1K | $323.1K | −$10.5K | Added$238K |
| Glenview Trust Co | 6.1K | $323.1K | −$45.3K | Cut−$45.3K |
| IAMS WEALTH MANAGEMENT, LLC | 6.1K | $323.1K | −$45.3K | Cut−$45.3K |
| RDA Financial Network | 6.09K | $322.7K | −$45.3K | Cut−$45.3K |
| BWM Planning, LLC | 6.08K | $321.9K | — | New |
| United Capital Management of KS, Inc. | 6.06K | $321.1K | −$45.1K | Cut−$87.5K |
| AMERICAN NATIONAL BANK & TRUST | 6K | $317.8K | −$44.6K | Cut−$44.6K |
| Crestwood Advisors Group, LLC | 5.85K | $309.7K | −$43.4K | Cut−$43.4K |
| Brookstone Capital Management | 5.84K | $309.4K | −$40.7K | Cut−$21.6K |
| Caitong International Asset Management Co., Ltd | 5.73K | $303.5K | −$320 | Added$300.9K |
| Stratos Wealth Advisors, LLC | 5.63K | $298.5K | −$41.9K | Cut−$53.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5.58K | $295.4K | −$41.4K | Cut−$62.9K |
| Freedom Financial Partners LLC | 5.58K | $295.3K | −$39.8K | Cut−$28.1K |
| HARBOUR INVESTMENTS, INC. | 5.52K | $292.6K | −$41K | Cut−$267.9K |
| Core Wealth Partners LLC | 5.41K | $286.4K | −$40.2K | Cut−$40.2K |
| Virtus Investment Advisers, LLC | 5.38K | $284.9K | −$40K | Cut−$97.4K |
| STEEL GROVE CAPITAL ADVISORS, LLC | 5.33K | $282.1K | −$39.6K | Cut−$39.6K |
| HARBOR INVESTMENT ADVISORY, LLC | 5.29K | $280.2K | −$39.3K | Cut−$39.3K |
| Whipplewood Advisors, LLC | 5.21K | $275.8K | — | New |
| Kovack Advisors, Inc. | 5.3K | $275.5K | −$44.9K | Cut−$44.7K |
| Manske Wealth Management | 5.2K | $275.4K | −$38.6K | Cut−$51.7K |
Who left
- JANE STREET GROUP, LLC$19M
- ExodusPoint Capital Management, LP$3.23M
- NORTHERN TRUST CORP$2.44M
- AlphaQuest LLC$2.08M
- Massar Capital Management, LP$1.29M
- BRASADA CAPITAL MANAGEMENT, LP$1.05M
- Gotham Asset Management, LLC$1.05M
- Susquehanna Portfolio Strategies, LLC$711K
- Verition Fund Management LLC$691.3K
- Verity Asset Management, Inc.$644.3K
- GROUP ONE TRADING LLC$583.5K
- Perennial Investment Advisors, LLC$549.2K
- PINEBRIDGE INVESTMENTS LLC$507.1K
- Maridea Wealth Management LLC$430.7K
- Centiva Capital, LP$425K
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.