Stock
Reported value
$3.28B
Holders
346
+43 new · −57 exited
Holders’ est. mark
$111.2M
Price effect on 223 books still in the name
Largest holder
$504.9M
PRINCIPAL FINANCIAL GROUP INC
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $5.24M
- Citadel0.0% · $4.11M
- Fidelity0.0% · $17.2M
- Icahn Capital0.0% · $486K
- State Street0.0% · $697.3K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | 4.58M | $504.9M | −$732.6K | Added$475.1M |
| Harding Loevner LP | 2.53M | $279.3M | −$7.11M | Cut−$12.5M |
| BRANDES INVESTMENT PARTNERS, LP | 2.23M | $245.8M | −$1.97M | Added$165.9M |
| FIL Ltd | 2.06M | $226.7M | −$4.82M | Added$30.9M |
| MENORA MIVTACHIM HOLDINGS LTD. | 1.49M | $164.6M | −$4.15M | Cut−$45.5M |
| Artisan Partners Limited Partnership | 1.16M | $128M | −$3.23M | Cut−$14M |
| NEUBERGER BERMAN GROUP LLC | 1.04M | $114.8M | −$2.67M | Added$6.2M |
| Migdal Insurance & Financial Holdings Ltd. | 921.3K | $101.6M | $101.5M | Added$101.4M |
| ALLIANCEBERNSTEIN L.P. | 705.2K | $79.7M | $1 | Added$6.78M |
| LAZARD ASSET MANAGEMENT LLC | 681.8K | $75.2M | −$1.9M | Cut−$26.3M |
| RPD Fund Management LLC | 673K | $74.2M | −$1.87M | Cut−$25.9M |
| UBS Group AG | 662.5K | $73.1M | −$1.33M | Added$19M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 644.6K | $71.1M | −$1.79M | Cut−$4.56M |
| Vulcan Value Partners, LLC | 572.3K | $63.1M | $63M | Added$63M |
| PARNASSUS INVESTMENTS, LLC | 544.4K | $60M | −$1.46M | Added$687.5K |
| MORGAN STANLEY | 533.5K | $58.8M | −$1.48M | Cut−$4.79M |
| Black Creek Investment Management Inc. | 530.9K | $58.5M | −$1.48M | Cut−$7.5M |
| Boston Partners | 464.5K | $51.2M | −$1.29M | Cut−$1.98M |
| BlackRock, Inc. | 436.9K | $48.2M | −$910.4K | Added$11.2M |
| Swedbank AB | 375.7K | $41.4M | −$1.04M | Cut−$1.04M |
| NEW SOUTH CAPITAL MANAGEMENT INC | 287.4K | $31.7M | −$687.8K | Added$3.71M |
| Phoenix Financial Ltd. | 283.5K | $31.3M | — | New |
| BRUNI J V & CO /CO | 279.9K | $30.9M | −$774K | Cut−$611K |
| PRIVATE MANAGEMENT GROUP INC | 273K | $30.1M | −$758.9K | Cut−$771K |
| TimesSquare Capital Management, LLC | 272.3K | $30M | −$757K | Cut−$1.93M |
| Kopernik Global Investors, LLC | 250.9K | $27.7M | — | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 211.1K | $23.3M | −$550.8K | Added$879.4K |
| SEI INVESTMENTS CO | 194.7K | $21.5M | −$491.9K | Added$1.56M |
| ENVESTNET ASSET MANAGEMENT INC | 182.8K | $20.2M | −$402.1K | Added$3.81M |
| GOLDMAN SACHS GROUP INC | 177.1K | $19.5M | −$492.5K | Cut−$8.76M |
| BANK OF AMERICA CORP /DE/ | 173.9K | $19.2M | −$378.2K | Added$3.8M |
| EARNEST PARTNERS LLC | 171.7K | $18.9M | −$451.9K | Added$553.2K |
| AMERICAN CAPITAL MANAGEMENT INC | 157.6K | $17.4M | −$438.1K | Cut−$15.6M |
| Fidelity | 155.9K | $17.2M | −$160.2K | Added$10.7M |
| ROYAL BANK OF CANADA | 143.8K | $15.9M | −$384K | Added$207K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 143.5K | $15.8M | −$176.3K | Added$8.65M |
| WELLS FARGO & COMPANY/MN | 132.2K | $14.6M | −$273.4K | Added$3.46M |
| NORTHERN TRUST CORP | 117.8K | $13M | −$309.2K | Added$418.7K |
| Tidal Investments LLC | 118K | $12.9M | −$169.3K | Added$7.61M |
| LAKEWOOD CAPITAL MANAGEMENT, LP | 116.8K | $12.9M | −$324.7K | Cut−$4.24M |
| Kopion Asset Management, LLC | 115K | $12.7M | −$295.9K | Added$651.7K |
| Blue Door Asset Management, LLC | 96K | $10.6M | −$266.9K | Cut−$5.57M |
| FIRST TRUST ADVISORS LP | 95.8K | $10.6M | −$266.3K | Cut−$735.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | 88K | $9.7M | −$244.5K | Cut−$2.54M |
| COMMONWEALTH EQUITY SERVICES, LLC | 67K | $7.38M | −$178.7K | Added$118.4K |
| Quantinno Capital Management LP | 66.3K | $7.31M | −$117.3K | Added$2.54M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 66.1K | $7.29M | −$183.8K | Cut−$183.8K |
| M&G PLC | 61.3K | $6.75M | −$184K | Cut−$184K |
| Northwest & Ethical Investments L.P. | 60.7K | $6.69M | −$168.8K | Cut−$1.38M |
| Asset Management One Co., Ltd. | 59.1K | $6.51M | −$138.8K | Added$891.6K |
| DEUTSCHE BANK AG\ | 57.4K | $6.33M | −$159.7K | Cut−$12.8M |
| PRELUDE CAPITAL MANAGEMENT, LLC | 53.6K | $5.91M | −$148.9K | Cut−$7.39M |
| Renaissance Technologies | 47.5K | $5.24M | — | New |
| Pekin Hardy Strauss, Inc. | 46.9K | $5.18M | −$103.5K | Added$968.9K |
| Creative Planning | 45.2K | $4.98M | −$59.2K | Added$2.58M |
| GEODE CAPITAL MANAGEMENT, LLC | 44.8K | $4.94M | −$124.7K | Cut−$730.1K |
| PB INVESTMENT PARTNERS, L.P. | 43.6K | $4.81M | −$85.9K | Added$1.32M |
| MILLENNIUM MANAGEMENT LLC | 41.8K | $4.61M | −$69.2K | Added$1.79M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 41.3K | $4.55M | −$25.7K | Added$3.51M |
| Russell Investments Group, Ltd. | 41.3K | $4.55M | −$34.4K | Added$3.2M |
| Woodline Partners LP | 41.1K | $4.53M | −$95.7K | Added$638.7K |
| DIMENSIONAL FUND ADVISORS LP | 40.9K | $4.5M | −$114.4K | Cut−$817.4K |
| US BANCORP \DE\ | 39.9K | $4.4M | −$111K | Cut−$476.3K |
| Mediolanum International Funds Ltd | 40.3K | $4.38M | −$171.3K | Cut−$1.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39.2K | $4.32M | −$109K | Cut−$59.2M |
| Balyasny Asset Management L.P. | 39K | $4.3M | −$108.3K | Cut−$15.7M |
| Citadel | 37.3K | $4.11M | −$103.6K | Cut−$31.3M |
| AIMZ Investment Advisors, LLC | 37.2K | $4.1M | −$103.4K | Cut−$213.6K |
| BNP PARIBAS FINANCIAL MARKETS | 34.4K | $3.79M | −$78.1K | Added$614.2K |
| Corecam Pte. Ltd. | 32K | $3.53M | −$86.7K | Added$6.99K |
| BANK OF MONTREAL /CAN/ | 31.8K | $3.51M | −$88.5K | Cut−$654.5K |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 31.1K | $3.42M | −$46.3K | Added$1.54M |
| STIFEL FINANCIAL CORP | 30.4K | $3.35M | −$72.8K | Added$394.4K |
| SATURNA CAPITAL CORP | 29.6K | $3.27M | −$52.5K | Added$1.13M |
| OPPENHEIMER ASSET MANAGEMENT INC. | 28.8K | $3.17M | −$71.7K | Added$255.1K |
| JPMORGAN CHASE & CO | 28.1K | $3.06M | −$120.1K | Cut−$3.37M |
| Haven Capital Group, Inc. | 26.6K | $2.94M | −$73.6K | Cut−$73.6K |
| Yelin Lapidot Holdings Management Ltd. | 26.4K | $2.91M | −$73.4K | Cut−$2.61M |
| Vestmark Advisory Solutions, Inc. | 26K | $2.87M | −$72.4K | Cut−$404.4K |
| Guardian Wealth Management, Inc. | 25.6K | $2.83M | −$25.3K | Added$1.8M |
| LPL Financial LLC | 25.1K | $2.77M | −$55.8K | Added$497.8K |
| Private Advisor Group, LLC | 23.9K | $2.64M | −$64.9K | Cut−$158 |
| Altshuler Shaham Ltd | 22.6K | $2.47M | −$25.8K | Added$1.24M |
| Mariner, LLC | 22.2K | $2.45M | −$55.5K | Added$207K |
| IMC-Chicago, LLC | 21.2K | $2.34M | −$58.9K | Cut−$2.21M |
| TT International Asset Management LTD | 20.5K | $2.26M | $1.64M | Added$2.25M |
| Cetera Investment Advisers | 20.2K | $2.23M | −$25.4K | Added$1.2M |
| Walleye Trading LLC | 20.2K | $2.23M | −$56.2K | Cut−$15M |
| FEDERATED HERMES, INC. | 19.6K | $2.16M | −$51.4K | Added$64.3K |
| ARK Investment Management LLC | 19.2K | $2.12M | −$45.2K | Added$285.2K |
| Collaborative Fund Advisors, LLC | 19.2K | $2.12M | — | Held |
| Taylor Frigon Capital Management LLC | 18K | $1.98M | −$46.3K | Added$100.2K |
| BARCLAYS PLC | 17.8K | $1.97M | −$49.5K | Cut−$116.8K |
| GHP Investment Advisors, Inc. | 17.4K | $1.92M | −$21.4K | Added$1.05M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 17.3K | $1.91M | −$28.3K | Added$19.6K |
| Pinnacle Financial Partners, Inc. | 17.2K | $1.9M | −$32.9K | Added$560.3K |
| Bronte Capital Management Pty Ltd. | 17.1K | $1.88M | −$47.5K | Cut−$412.7K |
| Cerity Partners LLC | 16.9K | $1.86M | −$36.6K | Added$372.3K |
| DAVENPORT & Co LLC | 16.5K | $1.82M | −$45.8K | Cut−$1.6M |
| FIFTH THIRD BANCORP | 16.2K | $1.78M | −$45K | Cut−$60.8K |
| Corecam AG | 16K | $1.76M | −$44.5K | Cut−$44.5K |
| QRG CAPITAL MANAGEMENT, INC. | 15.2K | $1.68M | −$22.8K | Added$751.9K |
| CITIGROUP INC | 15.1K | $1.66M | −$41.9K | Cut−$2.58M |
| Callan Family Office, LLC | 15K | $1.66M | −$23.2K | Added$714.5K |
| ROYCE & ASSOCIATES LP | 14.8K | $1.63M | −$41.1K | Cut−$41.1K |
| CAPTRUST FINANCIAL ADVISORS | 14.2K | $1.57M | −$39.6K | Cut−$753.8K |
| ROMANO BROTHERS AND COMPANY | 14.2K | $1.57M | −$36.9K | Added$67.8K |
| Vident Advisory, LLC | 13.8K | $1.52M | — | New |
| BROWN ADVISORY INC | 13.6K | $1.5M | — | New |
| FRANKLIN RESOURCES INC | 13.5K | $1.49M | −$25.8K | Added$438.7K |
| BTC Capital Management, Inc. | 13.3K | $1.46M | −$29K | Added$317.4K |
| RAYMOND JAMES FINANCIAL INC | 13K | $1.43M | −$36.1K | Cut−$693.8K |
| Pathstone Holdings, LLC | 12.6K | $1.39M | −$23.4K | Added$444K |
| NorthCrest Asset Manangement, LLC | 12.3K | $1.39M | −$31K | Cut−$1M |
| Lakewood Asset Management LLC | 12.2K | $1.34M | −$33.9K | Cut−$50.6K |
| Mesirow Financial Investment Management, Inc. | 12.1K | $1.34M | −$16.2K | Added$678.9K |
| TRUIST FINANCIAL CORP | 11.9K | $1.32M | −$33.2K | Cut−$227.6K |
| SIH Partners, LLLP | 11.5K | $1.27M | — | New |
| KEYBANK NATIONAL ASSOCIATION/OH | 11.2K | $1.23M | −$29.1K | Added$46.2K |
| SCOTIA CAPITAL INC. | 10.6K | $1.17M | −$29.5K | Cut−$413K |
| OMERS ADMINISTRATION Corp | 10K | $1.1M | −$27.8K | Cut−$27.8K |
| Engineers Gate Manager LP | 9.78K | $1.08M | −$27.2K | Cut−$562.6K |
| Bank of New York Mellon Corp | 9.71K | $1.07M | −$17.9K | Added$343.3K |
| Rockefeller Capital Management L.P. | 9.6K | $1.06M | −$26.7K | Cut−$100.5K |
| AMERICAN CENTURY COMPANIES INC | 9.05K | $997.9K | −$25.1K | Cut−$23.1K |
| Brooklyn Investment Group | 8.64K | $953K | −$14.5K | Added$363.8K |
| TUDOR INVESTMENT CORP ET AL | 8.57K | $944.6K | — | New |
| LGT Group Foundation | 8.56K | $944.2K | −$19.3K | Added$152.9K |
| Atria Investments, Inc | 8.27K | $912.2K | −$12.5K | Added$402.6K |
| Federation des caisses Desjardins du Quebec | 8.23K | $907.9K | −$22.9K | Cut−$26.4K |
| AMERIPRISE FINANCIAL INC | 8.17K | $900.5K | −$22.7K | Cut−$131.8K |
| Havemeyer Place LP | 8.09K | $892.4K | −$22.5K | Cut−$118.7K |
| CHOREO, LLC | 8.07K | $890.3K | −$22.3K | Cut−$34.6K |
| TLWM | 7.89K | $870.4K | −$20.7K | Added$29.3K |
| Murphy Pohlad Asset Management LLC | 7.69K | $847.9K | −$16.8K | Added$166.3K |
| OPPENHEIMER & CO INC | 7.58K | $835.4K | −$21.1K | Cut−$167K |
| ROBERTS GLORE & CO INC /IL/ | 7.55K | $832.5K | −$21K | Cut−$78.6K |
| MERCER GLOBAL ADVISORS INC /ADV | 7.53K | $829.9K | −$19.8K | Added$23K |
| Sanctuary Advisors, LLC | 7.13K | $786.3K | −$8.19K | Added$454.4K |
| Invesco Ltd. | 6.97K | $768.2K | — | New |
| Sterling Capital Management LLC | 6.88K | $758.9K | −$11.6K | Added$285.7K |
| IEQ CAPITAL, LLC | 6.7K | $738.6K | −$8.26K | Added$402.9K |
| MML INVESTORS SERVICES, LLC | 6.62K | $729.6K | −$17.1K | Added$33.5K |
| Aurora Investment Counsel | 6.58K | $725.2K | −$18.3K | Cut−$30.2K |
| Chemistry Wealth Management LLC | 6.57K | $724.2K | −$9.7K | Added$329.7K |
| State Street | 6.32K | $697.3K | −$11.5K | Added$231.1K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 6.15K | $678.5K | −$17.1K | Cut−$3.22M |
| Corient Private Wealth LLC | 6.7K | $670.1K | −$87.4K | Cut−$269.6K |
| JONES FINANCIAL COMPANIES LLLP | 6.04K | $654.3K | −$28.3K | Cut−$94.5K |
| OSAIC HOLDINGS, INC. | 5.66K | $623.9K | −$15.7K | Cut−$253K |
| Sequoia Financial Advisors, LLC | 5.66K | $623.5K | −$10.8K | Added$185.8K |
| SPHERA FUNDS MANAGEMENT LTD. | 5.61K | $618.7K | — | New |
| Crossmark Global Holdings, Inc. | 5.5K | $606.6K | −$15.3K | Cut−$804K |
| Hara Capital LLC | 5.48K | $604.4K | −$15.2K | Cut−$20.1K |
| Vanguard Personalized Indexing Management, LLC | 5.41K | $596.6K | −$11.1K | Added$143.9K |
| HighTower Advisors, LLC | 5.24K | $577.3K | −$13.3K | Added$36.6K |
| QUADRANT CAPITAL GROUP LLC | 5.12K | $564.3K | −$4.06K | Added$399K |
| One Wealth Advisors, LLC | 5.09K | $561.2K | −$14.1K | Cut−$12.2K |
| VERUS CAPITAL PARTNERS, LLC | 5.08K | $559.7K | −$14.1K | Cut−$426.3K |
| FIRST HORIZON CORP | 5.06K | $557.9K | −$13.9K | Cut−$6.15K |
| PNC Financial Services Group, Inc. | 5.06K | $557.8K | −$9.47K | Added$172.6K |
| Inspire Advisors, LLC | 5.05K | $557.3K | −$11.3K | Added$100.1K |
| Baird Financial Group, Inc. | 5.02K | $553.9K | −$14K | Cut−$79K |
| RHUMBLINE ADVISERS | 4.92K | $542.9K | −$13.7K | Cut−$114.1K |
| FOX RUN MANAGEMENT, L.L.C. | 4.88K | $531.2K | — | New |
| BRANT POINT INVESTMENT MANAGEMENT LLC | 4.81K | $530.8K | −$13.4K | Cut−$34.4K |
| Aureus Asset Management, LLC | 4.81K | $530K | −$11.1K | Added$77.9K |
| &PARTNERS | 4.79K | $527.8K | −$8.6K | Added$101.7K |
| Laird Norton Wetherby Trust Company, LLC | 4.76K | $524.6K | −$9.01K | Added$158.1K |
| Fisher Asset Management, LLC | 4.74K | $522.3K | −$13.2K | Cut−$871.4K |
| Orion Porfolio Solutions, LLC | 4.5K | $495.9K | −$12.5K | Cut−$14.7K |
| Icahn Capital | 4.41K | $486K | −$12.2K | Cut−$12K |
| DGS Capital Management, LLC | 4.23K | $466.6K | — | New |
| FORA Capital, LLC | 4.16K | $458.5K | −$11.1K | Cut−$395.1K |
| SUMMITRY LLC | 4.08K | $450K | −$10.7K | Added$13K |
| NewEdge Wealth, LLC | 4.02K | $443.6K | −$9.7K | Added$49.1K |
| Provident Living Financial Services, Inc. | 3.91K | $431.2K | −$10.9K | Cut−$23.6K |
| Blue Trust, Inc. | 3.84K | $423.8K | −$6.76K | Added$148.9K |
| NBC SECURITIES, INC. | 3.77K | $416.2K | −$8.16K | Added$84.6K |
| Savant Capital, LLC | 3.77K | $415.6K | — | New |
| Aaron Wealth Advisors LLC | 3.74K | $412.6K | — | New |
| Legacy Wealth Asset Management, LLC | 3.71K | $408.7K | −$6.91K | Added$127.9K |
| Ethic Inc. | 3.65K | $402.4K | — | New |
| Sumitomo Mitsui Trust Group, Inc. | 3.63K | $399.9K | −$10.1K | Cut−$10.1K |
| One Capital Management, LLC | 3.6K | $396.7K | −$10K | Cut−$43.9K |
| Centiva Capital, LP | 3.59K | $395.7K | — | New |
| 180 WEALTH ADVISORS, LLC | 3.56K | $392.9K | −$8.57K | Added$43.8K |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 3.45K | $380.4K | −$9.59K | Cut−$9.59K |
| Walleye Capital LLC | 3.42K | $377K | −$9.5K | Cut−$891.6K |
| Aquatic Capital Management LLC | 3.35K | $368.8K | −$9.3K | Cut−$1.77M |
| REGIONS FINANCIAL CORP | 3.29K | $362.3K | −$6.99K | Added$78.1K |
| Clear Creek Financial Management, LLC | 3.2K | $352.8K | −$8.89K | Cut−$8.44K |
| ProShare Advisors LLC | 3.1K | $342.4K | −$8.13K | Added$11.7K |
| Caprock Group, LLC | 2.99K | $329.7K | −$4.99K | Added$126.1K |
| MAI Capital Management | 2.96K | $326.7K | −$7.5K | Added$21.2K |
| Dynasty Wealth Management, LLC | 2.94K | $323.9K | — | New |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2.93K | $322.8K | −$6.37K | Added$64K |
| Advyzon Investment Management, LLC | 2.88K | $317.8K | — | New |
| ZACKS INVESTMENT MANAGEMENT | 2.87K | $316.8K | −$7.98K | Cut−$319.6K |
| Formidable Asset Management, LLC | 2.86K | $315.8K | −$7.96K | Cut−$7.96K |
| Apollon Wealth Management, LLC | 2.86K | $315.3K | −$7.95K | Cut−$80.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.8K | $308.7K | −$7.14K | Added$18.3K |
| Venturi Wealth Management, LLC | 2.76K | $304.5K | — | New |
| FCA CORP /TX | 2.7K | $297.7K | −$7.51K | Cut−$7.51K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14.9K | $297.5K | −$671.9K | Cut−$502.9K |
| Frank, Rimerman Advisors LLC | 2.6K | $287K | −$6.71K | Added$14.1K |
| Inspire Investing, LLC | 2.6K | $286.5K | −$5.54K | Added$63K |
| TWO SIGMA SECURITIES, LLC | 2.58K | $284K | −$6.49K | Added$20.2K |
| Investors Research Corp | 2.43K | $268K | −$6.76K | Cut−$6.76K |
| Marks Group Wealth Management, Inc | 2.4K | $265K | −$6.68K | Cut−$9.05K |
| Abacus Wealth Partners, LLC | 2.38K | $262.5K | — | New |
| CREDIT AGRICOLE S A | 2.29K | $252.4K | −$6.36K | Cut−$23.9K |
| GROUP ONE TRADING LLC | 2.28K | $251.4K | −$6.34K | Cut−$4.64M |
| SIGNATUREFD, LLC | 2.2K | $242.6K | −$3K | Added$119.9K |
| Merit Financial Group, LLC | 2.13K | $235K | −$5K | Added$31.5K |
| BFSG, LLC | 2.11K | $232.5K | −$5.79K | Cut−$3.04K |
| Leslie Global Wealth, LLC | 2.1K | $231.4K | −$5.84K | Cut−$5.83K |
| Parallel Advisors, LLC | 2.09K | $230.7K | −$3.89K | Added$73.4K |
| Dorsey & Whitney Trust CO LLC | 2.05K | $225.6K | — | New |
| Plan A Wealth LLC | 2.01K | $222K | — | New |
| Summit Creek Advisors LLC | 2.01K | $221.4K | −$5.58K | Cut−$5.58K |
| Summit Trail Advisors, LLC | 1.99K | $219.5K | — | New |
| Hennion & Walsh Asset Management, Inc. | 1.98K | $218.2K | −$5.5K | Cut−$11.3K |
| Moors & Cabot, Inc. | 1.92K | $211.3K | −$5.33K | Cut−$10.2K |
| SYON CAPITAL LLC | 1.81K | $200.1K | — | New |
| Allianz SE | 1.7K | $187.4K | −$4.73K | Cut−$4.73K |
| Clal Insurance Enterprises Holdings Ltd | 1.63M | $179.3K | −$4.12K | Cut−$5.8K |
| TD PRIVATE CLIENT WEALTH LLC | 1.62K | $179K | −$4.51K | Cut−$41.5K |
| HARBOR INVESTMENT ADVISORY, LLC | 1.39K | $153.5K | −$3.87K | Cut−$133.1K |
| BOK Financial Private Wealth, Inc. | 1.29K | $142.8K | −$3.6K | Cut−$3.6K |
| United Community Bank | 1.28K | $141.1K | — | New |
| Harel Insurance Investments & Financial Services Ltd. | 1.03M | $113.4K | −$2.45K | Added$13.9K |
| Hillsdale Investment Management Inc. | 976 | $107.6K | −$2.55K | Added$4.07K |
| ASSETMARK, INC | 924 | $101.9K | −$2.57K | Cut−$139.5K |
| GAMMA Investing LLC | 923 | $101.8K | −$1.04K | Added$59.5K |
| Steward Partners Investment Advisory, LLC | 851 | $93.8K | −$2.35K | Cut−$1.69K |
| Smartleaf Asset Management LLC | 861 | $93.7K | −$3.66K | Cut−$28.8K |
| Allworth Financial LP | 699 | $77.1K | −$1.74K | Added$5.54K |
| CWM, LLC | 676 | $74.5K | $53.4K | Added$74.5K |
| Financial Perspectives, Inc | 635 | $70K | −$1.77K | Cut−$1.77K |
| Farther Finance Advisors, LLC | 602 | $66.3K | −$874 | Added$32.3K |
| Versant Capital Management, Inc | 589 | $64.9K | −$1.13K | Added$19K |
| State of Wyoming | 560 | $61.7K | −$1.56K | Cut−$557.8K |
| UMB Bank, n.a. | 558 | $61.5K | −$1.54K | Cut−$986 |
| Caitong International Asset Management Co., Ltd | 506 | $55.8K | — | New |
| Spire Wealth Management | 456 | $50.3K | −$1.27K | Cut−$20.5K |
| TD Waterhouse Canada Inc. | 445 | $48.9K | −$1.39K | Cut−$229.3K |
| IFP Advisors, Inc | 441 | $48.6K | −$1.23K | Cut−$29.9K |
| Pinnacle Wealth Planning Services, Inc. | 440 | $48.5K | −$1K | Added$7.82K |
| Wealth Enhancement Trust Services, Inc. | 411 | $45.3K | — | New |
Who left
- Point72 Asset Management, L.P.$37.2M
- JANE STREET GROUP, LLC$15.2M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$13.8M
- OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$8.79M
- MARSHALL WACE, LLP$7.61M
- MILFORD FUNDS LTD$7.55M
- Hamilton Point Investment Advisors, LLC$5.48M
- Squarepoint Ops LLC$3.95M
- Jump Financial, LLC$3.91M
- VICTORY CAPITAL MANAGEMENT INC$3.46M
- CEERA INVESTMENTS, LLC$2.92M
- CAPITAL FUND MANAGEMENT S.A.$2.85M
- NORGES BANK$2.69M
- Sphera Management Technology Funds Ltd$2.26M
- MERIDIAN MANAGEMENT CO$2.09M
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.