Stock
Reported value
$11.1B
Holders
644
+72 new · −54 exited
Holders’ est. mark
$559.4M
Price effect on 239 books still in the name
Largest holder
$1.54B
ALPS ADVISORS INC
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 |
|---|---|---|---|---|
| ALPS ADVISORS INC | 27.1M | $1.54B | $1.59M | Added$1.52B |
| Invesco Ltd. | 18.3M | $1.04B | $67.3M | Added$71.8M |
| Blackstone Inc. | 15.4M | $876.1M | $56.8M | Added$37.9M |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 13.3M | $756.8M | $49.1M | Added$45.9M |
| GOLDMAN SACHS GROUP INC | 12.5M | $713.8M | $46.1M | Added$48.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 7.32M | $417.7M | $25.6M | Added$49M |
| KAYNE ANDERSON CAPITAL ADVISORS LP | 6.83M | $389.6M | $25.3M | Added$3.87M |
| UBS Group AG | 5.23M | $298.7M | $19.4M | Added$15.6M |
| Energy Income Partners, LLC | 5.16M | $294.3M | $19.1M | Added$11.5M |
| MORGAN STANLEY | 4.96M | $283.3M | $18.4M | Cut−$24.3M |
| JPMORGAN CHASE & CO | 4.13M | $238.4M | $14.1M | Added$63M |
| BANK OF MONTREAL /CAN/ | 4.03M | $229.8M | $20.9K | Added$229.5M |
| Fidelity | 3.36M | $191.8M | $6.17M | Added$102.7M |
| Brave Warrior Advisors, LLC | 3.25M | $185.7M | $12M | Cut−$53.1M |
| CIBC Bancorp USA Inc. | 2.64M | $148.3M | — | Held |
| BANK OF AMERICA CORP /DE/ | 2.57M | $146.9M | $9.52M | Cut−$308.4M |
| Clearbridge Investments, LLC | 2.34M | $133.8M | $8.67M | Added$8.67M |
| MILLER HOWARD INVESTMENTS INC /NY | 2.24M | $127.8M | $8.29M | Added$4.22M |
| WESTWOOD HOLDINGS GROUP INC | 2.24M | $127.7M | $155.8K | Added$125.4M |
| BROOKFIELD Corp /ON/ | 2.17M | $124.1M | $8.04M | Cut−$33.9M |
| Fractal Investments LLC | 2.05M | $117.1M | $7.59M | Added$7.59M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 1.86M | $106.1M | $6.88M | Added$5.56M |
| EAGLE GLOBAL ADVISORS LLC | 1.81M | $103M | $6.68M | Added$2.45M |
| ING GROEP NV | 1.77M | $100.9M | $6.54M | Cut−$54.1M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1.67M | $95.2M | $6.17M | Cut−$2.55M |
| AlphaCore Capital LLC | 1.62M | $92.2M | $5.94M | Added$6.45M |
| STIFEL FINANCIAL CORP | 1.33M | $75.9M | $4.91M | Added$5.05M |
| BNP PARIBAS FINANCIAL MARKETS | 1.29M | $73.7M | $4.09M | Added$14.6M |
| Mariner, LLC | 1.15M | $65.8M | $4.3M | Added$4.26M |
| ROYAL BANK OF CANADA | 1.15M | $65.7M | $2.93M | Added$23.5M |
| Epoch Investment Partners, Inc. | 1.13M | $64.3M | $4.17M | Added$2.62M |
| NEUBERGER BERMAN GROUP LLC | 1.1M | $62.8M | $4.07M | Added$2.78M |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1.07M | $61M | $3.84M | Added$5.57M |
| Progeny 3, Inc. | 1.02M | $58M | $3.76M | Added$1.46M |
| RAYMOND JAMES FINANCIAL INC | 977.9K | $55.8M | $3.54M | Added$4.81M |
| VICTORY CAPITAL MANAGEMENT INC | 971.5K | $55.4M | $239.5K | Added$52M |
| BARCLAYS PLC | 887.2K | $50.6M | $3.28M | Added$1.76M |
| DEUTSCHE BANK AG\ | 853.8K | $48.7M | $3.16M | Added$3.16M |
| Allianz Asset Management GmbH | 829.1K | $47.3M | $3.07M | Added$3.07M |
| WELLS FARGO & COMPANY/MN | 805.2K | $46M | $2.77M | Added$6M |
| Americana Partners, LLC | 765.5K | $43.7M | $2.81M | Added$3.11M |
| REAVES W H & CO INC | 670.5K | $38.3M | $2.48M | Added$2.48M |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 579.5K | $33.1M | $2.14M | Cut−$7.84M |
| U.S. Capital Wealth Advisors, LLC | 577.6K | $33M | $2.14M | Added$2.09M |
| JENNISON ASSOCIATES LLC | 545.1K | $31.1M | $2.02M | Cut−$4.67M |
| Appaloosa | 502.5K | $28.7M | $1.86M | Cut−$4.81M |
| LPL Financial LLC | 476.7K | $27.2M | $1.76M | Added$1.65M |
| Chicago Partners Investment Group LLC | 486.7K | $27.1M | $254.2K | Added$647.7K |
| Oxbow Advisors, LLC | 434K | $24.8M | $1.5M | Added$3.14M |
| EXCHANGE TRADED CONCEPTS, LLC | 403.9K | $23M | $1.49M | Cut−$6.77M |
| Sovereign Investment Advisors, LLC | 374K | $21.3M | $1.38M | Added$1.48M |
| HighTower Advisors, LLC | 363.7K | $20.8M | $1.35M | Added$1.18M |
| Northside Capital Management, LLC | 362.1K | $20.7M | $1.34M | Cut−$10.8M |
| GOLDENTREE ASSET MANAGEMENT LP | 344.7K | $19.7M | $1.28M | Cut−$3M |
| Maryland State Retirement & Pension System | 339.1K | $19.4M | $1.25M | Added$432K |
| Corient Private Wealth LLC | 337.7K | $19.3M | $1.04M | Added$4.32M |
| Nuveen, LLC | 336.8K | $19.2M | $730.4K | Added$8.69M |
| NEOS Investment Management LLC | 334K | $19.1M | $100.4K | Added$17.6M |
| Heronetta Management, L.P. | 324K | $18.5M | $1.2M | Added$1.22M |
| Jump Financial, LLC | 322.2K | $18.4M | $1.11M | Added$2.34M |
| Texas Yale Capital Corp. | 317.1K | $18.1M | $1.15M | Added$1.48M |
| Catalyst Capital Advisors LLC | 278.6K | $15.9M | $1.02M | Added$1.22M |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | 266.5K | $15.2M | $952.8K | Added$1.47M |
| TECTONIC ADVISORS LLC | 262.6K | $15M | $934.9K | Added$1.5M |
| Private Capital Advisors, Inc. | 257.8K | $14.7M | $950K | Added$1.01M |
| Susquehanna Portfolio Strategies, LLC | 253.2K | $14.4M | $936.8K | Cut−$641.9K |
| ENVESTNET ASSET MANAGEMENT INC | 248.8K | $14.2M | $830K | Added$2.23M |
| Waverly Advisors, LLC | 240.9K | $13.7M | $891.4K | Added$606.4K |
| Rockefeller Capital Management L.P. | 235.5K | $13.4M | $699.8K | Added$3.35M |
| TrueMark Investments, LLC | 231.8K | $13.2M | $806.7K | Added$1.59M |
| OPAL CAPITAL LLC | 231.5K | $13.2M | $813.2K | Added$1.48M |
| &PARTNERS | 230.5K | $13.2M | $795K | Added$1.57M |
| CITIGROUP INC | 221.9K | $12.7M | $820.9K | Cut−$12.1M |
| Empirical Finance, LLC | 217.5K | $12.4M | $431.3K | Added$6.19M |
| Empowered Funds, LLC | 217.5K | $12.4M | $486.5K | Added$5.4M |
| Adams Asset Advisors, LLC | 216.1K | $12.3M | $775.5K | Added$1.15M |
| RR Advisors, LLC | 214.2K | $12.2M | $774.9K | Added$1.05M |
| Sequoia Financial Advisors, LLC | 200.2K | $11.4M | $721.6K | Added$1.02M |
| Cetera Investment Advisers | 199.1K | $11.4M | $736.7K | Added$661.7K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 187.8K | $10.7M | $638.3K | Added$1.51M |
| AVENIR CORP | 186.9K | $10.7M | $691.5K | Added$691.5K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 184K | $10.5M | $680.8K | Added$387.2K |
| GLENMEDE TRUST CO NA | 175.8K | $10M | $650.6K | Added$650.6K |
| Advisors Asset Management, Inc. | 163.4K | $9.32M | $584.3K | Added$895.3K |
| HENNESSY ADVISORS INC | 162.5K | $9.27M | $601.3K | Cut−$147.5K |
| Advisors Capital Management, LLC | 157K | $8.96M | $570.9K | Added$723.4K |
| Gilman Hill Asset Management, LLC | 155K | $8.84M | $528.4K | Added$1.22M |
| Blueprint Financial Advisors LLC | 154K | $8.79M | $566.1K | Added$622.9K |
| STEPHENS INC /AR/ | 151.7K | $8.69M | $539.3K | Added$1.34M |
| Blueprint Investment Partners LLC | 152K | $8.67M | $558.7K | Added$615.5K |
| Turtle Creek Wealth Advisors, LLC | 146.1K | $8.34M | $540.5K | Added$540.5K |
| Cresset Asset Management, LLC | 142K | $8.1M | $372K | Added$2.74M |
| BlackRock, Inc. | 141.2K | $8.06M | $522.6K | Added$502.8K |
| Kestra Advisory Services, LLC | 138.6K | $7.91M | $483.6K | Added$932.5K |
| Kercheville Advisors, LLC | 135.3K | $7.72M | $197K | Added$425.3K |
| Evercore Wealth Management, LLC | 132.1K | $7.54M | $488.6K | Added$488.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 132K | $7.53M | $488.3K | Cut−$857.6K |
| OSAIC HOLDINGS, INC. | 121.8K | $6.95M | $450.9K | Cut−$1.09M |
| PNC Financial Services Group, Inc. | 117.4K | $6.7M | $423.4K | Added$593.1K |
| BRIDGES INVESTMENT MANAGEMENT INC | 114.2K | $6.52M | $382.4K | Added$999.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 113.9K | $6.37M | $419.3K | Cut−$662K |
| Objectivity Squared, LLC | 101.2K | $5.78M | $367.4K | Added$475.3K |
| CoreCap Advisors, LLC | 97.7K | $5.57M | $346.3K | Added$578.4K |
| BROWN ADVISORY INC | 96.2K | $5.49M | $356.1K | Added$192.5K |
| FourThought Financial Partners, LLC | 95K | $5.42M | $322.8K | Added$763.4K |
| Private Wealth Partners, LLC | 94.4K | $5.39M | $349.3K | Added$349.3K |
| ADELL HARRIMAN & CARPENTER INC | 88.4K | $5.04M | $324.4K | Added$365.8K |
| PPM AMERICA INC/IL | 87.2K | $4.98M | $322.6K | Added$322.6K |
| CAPTRUST FINANCIAL ADVISORS | 83.8K | $4.78M | $297.5K | Added$488.5K |
| ELCO Management Co., LLC | 82.2K | $4.69M | $96.5K | Added$3.3M |
| MERCER GLOBAL ADVISORS INC /ADV | 80.9K | $4.62M | $299.5K | Added$178.2K |
| Pinnacle Holdings, LLC | 79.7K | $4.55M | $294.8K | Added$232.1K |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 79.4K | $4.53M | $293.8K | Cut−$293.3K |
| Castellan Group | 77.1K | $4.4M | $264.3K | Added$584.4K |
| FIRST TRUST ADVISORS LP | 75.2K | $4.29M | $278.4K | Added$278.1K |
| Cerity Partners LLC | 75K | $4.28M | $274.8K | Added$316.8K |
| Advisory Services Network, LLC | 73.6K | $4.2M | $200.8K | Added$1.3M |
| HUB Investment Partners, LLC | 72.9K | $4.16M | $73.7K | Added$3.1M |
| BASSO CAPITAL MANAGEMENT, L.P. | 71.2K | $4.06M | $263.4K | Added$263.4K |
| Aster Capital Management (DIFC) Ltd | 74.5K | $3.99M | — | New |
| Jackson Hole Capital Partners, LLC | 69.7K | $3.97M | $242K | Added$484.2K |
| CHILDRESS CAPITAL ADVISORS, LLC | 67.6K | $3.86M | $250.3K | Added$250.3K |
| Militia Capital Management LLC | 67K | $3.82M | — | Held |
| MONETA GROUP INVESTMENT ADVISORS LLC | 66.6K | $3.8M | $246.4K | Added$246.1K |
| DIVIDEND ASSETS CAPITAL, LLC | 65.5K | $3.74M | $242.5K | Cut−$65.3K |
| Asset One Wealth Management LLC | 67.1K | $3.72M | $9.36K | Added$270.1K |
| ArchPoint Investors | 63K | $3.59M | $233K | Added$233K |
| Forum Financial Management, LP | 62.3K | $3.55M | $228.5K | Added$257.8K |
| MAI Capital Management | 61.6K | $3.52M | $214.1K | Added$430K |
| Empire Financial Management Company, LLC | 60.3K | $3.44M | $223.2K | Added$63.1K |
| Pacer Advisors, Inc. | 60K | $3.42M | $221.8K | Cut−$66.5K |
| US BANCORP \DE\ | 59.7K | $3.41M | $221K | Cut−$61.8K |
| DAVENPORT & Co LLC | 59.6K | $3.4M | $220.5K | Added$220.5K |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 58.5K | $3.34M | $216.4K | Added$205.1K |
| Samalin Investment Counsel, LLC | 58.2K | $3.32M | $206.1K | Added$351K |
| Creative Planning | 57.6K | $3.29M | $174.3K | Added$775.3K |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 55.9K | $3.19M | $206.6K | Cut−$898.4K |
| Private Advisor Group, LLC | 53.7K | $3.06M | $198.7K | Added$61.2K |
| Williams Jones Wealth Management, LLC. | 52.6K | $3M | $194.6K | Added$170.5K |
| Pathway Financial Advisers, LLC | 51.6K | $2.95M | $164.5K | Added$573.7K |
| FIDELIS CAPITAL PARTNERS, LLC | 50.2K | $2.86M | $33.4K | Added$2.38M |
| PRIVATE MANAGEMENT GROUP INC | 50K | $2.85M | $185K | Added$185K |
| Curi Capital, LLC | 49K | $2.79M | $145K | Added$701.8K |
| Stratos Wealth Partners, LTD. | 47.1K | $2.69M | $142.3K | Added$637.8K |
| CFM WEALTH PARTNERS LLC | 46.7K | $2.67M | $172.9K | Added$172.9K |
| Steward Partners Investment Advisory, LLC | 46K | $2.63M | $170.2K | Added$155K |
| PFG Investments, LLC | 45.9K | $2.62M | $169.7K | Added$145.8K |
| HOWARD FINANCIAL SERVICES, LTD. | 45.6K | $2.6M | $165.5K | Added$213.5K |
| GraniteShares Advisors LLC | 45.2K | $2.58M | $167.3K | Cut−$108.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 44.7K | $2.55M | $165.4K | Cut−$5.35M |
| Parkside Financial Bank & Trust | 43.8K | $2.5M | $162K | Added$163.4K |
| Delta Investment Management, LLC | 43.6K | $2.49M | $148.3K | Added$347.9K |
| KEYBANK NATIONAL ASSOCIATION/OH | 43K | $2.45M | $159K | Added$106.6K |
| Applied Capital LLC/FL | 42.9K | $2.45M | $132.8K | Added$534K |
| Zurich Insurance Group Ltd/FI | 42.4K | $2.42M | $156.9K | Added$156.9K |
| DOLIVER ADVISORS, LP | 42.2K | $2.41M | $156.2K | Added$142.9K |
| CASTLEARK MANAGEMENT LLC | 41.9K | $2.39M | $155K | Cut−$443.8K |
| DAYMARK WEALTH PARTNERS, LLC | 41.6K | $2.37M | $143.8K | Added$299.3K |
| BAHL & GAYNOR INC | 41.2K | $2.35M | $152.5K | Added$152.5K |
| Focus Partners Wealth | 40.9K | $2.33M | $115.7K | Added$665.2K |
| Keeler Thomas Management LLC | 40.4K | $2.3M | — | New |
| FOURPATH CAPITAL MANAGEMENT, LLC | 39K | $2.23M | $144.5K | Added$144.5K |
| Pekin Hardy Strauss, Inc. | 39K | $2.23M | $144.5K | Added$144.5K |
| Caprock Group, LLC | 39K | $2.23M | $144.3K | Cut−$82.7K |
| BLAIR WILLIAM & CO/IL | 38.9K | $2.22M | $137.4K | Added$238.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 38.8K | $2.22M | $143.7K | Cut−$59.3K |
| Haverford Trust Co | 37.3K | $2.13M | — | New |
| Barnett & Company, Inc. | 37.2K | $2.13M | $137.8K | Added$93K |
| Crescent Grove Advisors, LLC | 37.2K | $2.12M | $132.3K | Added$214.1K |
| Lido Advisors, LLC | 37.2K | $2.12M | $229.8K | Cut−$1.11M |
| Pathstone Holdings, LLC | 36.7K | $2.1M | $135.8K | Added$36.3K |
| OPPENHEIMER & CO INC | 36.3K | $2.07M | $134.2K | Cut−$5.2M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 36.2K | $2.07M | $133.9K | Cut−$23.6K |
| AMERIPRISE FINANCIAL INC | 35.6K | $2.03M | $131.8K | Cut−$942.1K |
| Birch Capital Management, LLC | 35.6K | $2.03M | $131.8K | Added$131.8K |
| Geneva Partners, LLC | 35K | $2M | $129.5K | Cut−$137.3K |
| OPPENHEIMER ASSET MANAGEMENT INC. | 34.8K | $1.98M | $119.6K | Added$258.6K |
| Sanctuary Advisors, LLC | 34.4K | $1.96M | $127.2K | Cut−$372.4K |
| Prospera Financial Services Inc | 33.9K | $1.94M | $117.3K | Added$244.1K |
| Bank of New York Mellon Corp | 33.9K | $1.93M | $125.3K | Cut−$67.3K |
| UMB Bank, n.a. | 33.5K | $1.91M | $118.1K | Added$210.8K |
| Brookstone Capital Management | 33.1K | $1.89M | $122.7K | Cut−$112.2K |
| Quantinno Capital Management LP | 32.9K | $1.88M | $75.8K | Added$782.3K |
| Apollon Wealth Management, LLC | 32.8K | $1.87M | $121.4K | Added$83.2K |
| Obermeyer Wealth Partners | 32.3K | $1.85M | $119.7K | Added$119.7K |
| Merit Financial Group, LLC | 31.7K | $1.81M | $117.2K | Cut−$499.5K |
| CWA Asset Management Group, LLC | 31.4K | $1.79M | $116.1K | Cut−$11.9K |
| ProShare Advisors LLC | 31.4K | $1.79M | $116.1K | Cut−$85.6K |
| QUADRANT CAPITAL GROUP LLC | 31.1K | $1.78M | $115.3K | Added$115.3K |
| Pingora Partners LLC | 30.2K | $1.72M | $111.8K | Added$111.8K |
| FORTEM FINANCIAL GROUP, LLC | 30.1K | $1.72M | $103.9K | Added$216.9K |
| Hartree Partners, LP | 30K | $1.71M | — | New |
| Clear Trail Advisors, LLC | 29.8K | $1.7M | $110.4K | Added$100.5K |
| NORTHERN TRUST CORP | 29K | $1.65M | $98K | Added$239.3K |
| Allworth Financial LP | 28.5K | $1.63M | $102.1K | Added$156.6K |
| Independent Advisor Alliance | 28.5K | $1.63M | $105.6K | Cut−$995.3K |
| D.A. DAVIDSON & CO. | 28.5K | $1.63M | $103K | Added$140.4K |
| One Charles Private Wealth Services, LLC | 28.1K | $1.6M | $101.3K | Added$143.2K |
| Snowden Capital Advisors LLC | 28.1K | $1.6M | $103.8K | Cut−$44.3K |
| OUTFITTERS FINANCIAL LLC | 28K | $1.6M | $103.5K | Added$103.5K |
| RESOLUTE CAPITAL, LLC | 27.8K | $1.59M | $89.8K | Added$290.9K |
| Greenline Partners, LLC | 27.2K | $1.55M | $90.3K | Added$246.9K |
| Argyle Capital Partners, LLC | 27.1K | $1.55M | $98.6K | Added$122.3K |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 27K | $1.54M | $99.9K | Added$99.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26.3K | $1.5M | $97.2K | Added$100.4K |
| IFG Advisory, LLC | 26.3K | $1.5M | — | New |
| JOHNSON INVESTMENT COUNSEL INC | 26.3K | $1.5M | — | New |
| HOURGLASS CAPITAL, LLC | 25.9K | $1.48M | — | New |
| EXENCIAL WEALTH ADVISORS, LLC | 25.7K | $1.47M | $94.4K | Added$105K |
| Bramshill Investments, LLC | 25.6K | $1.46M | $94.6K | Cut−$115.9K |
| National Philanthropic Trust | 25K | $1.43M | $92.5K | Added$92.5K |
| AMERICAN FINANCIAL GROUP INC | 25K | $1.43M | $92.5K | Added$92.5K |
| Mutual Advisors, LLC | 24.8K | $1.42M | $72.4K | Added$372.1K |
| NATIXIS | 24K | $1.37M | $88.6K | Added$88.6K |
| Robertson Stephens Wealth Management, LLC | 23.5K | $1.34M | $85.1K | Added$115.1K |
| AssuredPartners Investment Advisors, LLC | 24K | $1.34M | $54.9K | Cut−$267.3K |
| CHELSEA COUNSEL CO | 25K | $1.33M | $0 | Held |
| Cannell & Spears LLC | 22.8K | $1.3M | $84.4K | Cut−$273.2K |
| Inscription Capital, LLC | 22.7K | $1.29M | $83.5K | Added$88.7K |
| C2C Wealth Management, LLC | 22.3K | $1.27M | $81.1K | Added$103.9K |
| MGO ONE SEVEN LLC | 22.3K | $1.27M | $74.7K | Added$195.8K |
| HB Wealth Management, LLC | 22.3K | $1.27M | $82.4K | Cut−$148.4K |
| Kovack Advisors, Inc. | 22.4K | $1.27M | $75.7K | Added$66.9K |
| SEI INVESTMENTS CO | 22.2K | $1.27M | $81.3K | Added$92.8K |
| Allspring Global Investments Holdings, LLC | 22.5K | $1.26M | $51.4K | Added$30K |
| Westover Capital Advisors, LLC | 21.4K | $1.22M | $65.9K | Added$271.3K |
| Pasadena Private Wealth, LLC | 21.3K | $1.22M | $79K | Added$3.33K |
| Inspire Advisors, LLC | 21.2K | $1.21M | $71.9K | Added$174.5K |
| SMITH, MOORE & CO. | 21.2K | $1.21M | $78.3K | Added$8.93K |
| Linscomb Wealth, Inc. | 21.1K | $1.2M | $59K | Added$353.1K |
| Trilogy Capital Inc. | 20.8K | $1.19M | $77.1K | Added$63.7K |
| Fayez Sarofim & Co | 20.8K | $1.19M | $77K | Added$77K |
| CVFG LLC | 20.7K | $1.18M | — | New |
| TRED AVON FAMILY WEALTH, LLC | 20.3K | $1.16M | $62.3K | Added$261.8K |
| GUGGENHEIM CAPITAL LLC | 20.3K | $1.16M | $75.1K | Added$20.6K |
| NOVEM GROUP | 20.2K | $1.15M | $74.6K | Added$74.6K |
| Integrated Wealth Concepts LLC | 19.4K | $1.11M | $39.6K | Added$538.2K |
| Burford Brothers, Inc. | 18.9K | $1.08M | $64.6K | Added$146.8K |
| Prime Capital Investment Advisors, LLC | 18.2K | $1.04M | $60.5K | Added$163.6K |
| 49 WEALTH MANAGEMENT, LLC | 18K | $1.03M | $63.2K | Added$117.7K |
| Cascade Financial Partners, LLC | 17.6K | $1.01M | $60.5K | Added$133.2K |
| Tidal Investments LLC | 17.3K | $987.3K | — | New |
| BROWN BROTHERS HARRIMAN & CO | 17.3K | $985K | $63.9K | Added$63.9K |
| SL ADVISORS, LLC | 17.2K | $983.3K | $63.7K | Added$63.7K |
| SYM FINANCIAL Corp | 16.6K | $947.9K | $14.2K | Added$743.7K |
| World Investment Advisors | 16.6K | $944.7K | $61.3K | Cut−$18.4K |
| VELA Investment Management, LLC | 16.5K | $942.4K | $61.1K | Cut−$944K |
| SEARLE & CO. | 16.4K | $935.9K | $60.7K | Added$7.31K |
| Cherry Creek Investment Advisors, Inc. | 16.4K | $934.3K | $57.7K | Added$101.6K |
| Fulcrum Asset Management LLP | 16.1K | $925.7K | $64.7K | Added$64.7K |
Who left
- JANE STREET GROUP, LLC$8.34M
- NORDEN GROUP LLC$7.59M
- WEXFORD CAPITAL LP$5.33M
- NewEdge Advisors, LLC$4.62M
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$4.01M
- Mizuho Markets Cayman LP$3.22M
- Exit Wealth Advisors, LLC.$2.21M
- MILESTONE ASSET MANAGEMENT, LLC$2M
- Northern Right Capital Management, L.P.$1.87M
- Veracity Capital LLC$1.37M
- NOMURA HOLDINGS INC$1.18M
- CFO4Life Group, LLC$987.3K
- Three Seasons Wealth, LLC$775.4K
- First Heartland Consultants, Inc.$616K
- Granite Group Advisors, LLC$566.9K
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.