Stock
Reported value
$5.05B
Holders
813
+54 new · −48 exited
Holders’ est. mark
$83.3M
Price effect on 242 books still in the name
Largest holder
$976M
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $18M
- Fidelity0.0% · $6M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 9.21M | $976M | $17.9M | Cut−$28.1M |
| BANK OF AMERICA CORP /DE/ | 4.43M | $469.9M | $8.6M | Cut−$14.7M |
| LPL Financial LLC | 3.03M | $320.7M | $5.87M | Cut−$3.66M |
| WELLS FARGO & COMPANY/MN | 1.82M | $192.6M | $3.52M | Cut−$5.36M |
| UBS Group AG | 1.76M | $186.1M | $3.41M | Cut−$4.97K |
| RAYMOND JAMES FINANCIAL INC | 1.74M | $184.3M | $3.37M | Cut−$9.38M |
| Cresset Asset Management, LLC | 1.66M | $175.7M | $3.15M | Added$6.35M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1.37M | $145M | $2.55M | Added$7.97M |
| ROYAL BANK OF CANADA | 1.36M | $144.2M | $2.64M | Cut−$5.12M |
| ROCKLAND TRUST CO | 727.5K | $77.1M | $1.36M | Added$4M |
| Cassaday & Co Wealth Management LLC | 644.8K | $68.4M | $1.25M | Added$673.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | 576.8K | $61.2M | $1.12M | Cut−$3.55M |
| Cetera Investment Advisers | 573.2K | $60.8M | $1.11M | Cut−$6.5M |
| Wealthspire Advisors, LLC | 464.9K | $49.3M | $902K | Cut−$245.6K |
| AMERIPRISE FINANCIAL INC | 455.6K | $48.3M | $884.3K | Cut−$7.12M |
| OSAIC HOLDINGS, INC. | 440.9K | $46.8M | $854K | Cut−$1.63M |
| IAM Advisory, LLC | 383.2K | $40.6M | $743.5K | Added$382.5K |
| Baird Financial Group, Inc. | 361.2K | $38.3M | $618.7K | Added$5.1M |
| Rockefeller Capital Management L.P. | 358.5K | $38M | $693.8K | Added$778.4K |
| NEUBERGER BERMAN GROUP LLC | 264.7K | $28.1M | $513.5K | Cut−$919.2K |
| STIFEL FINANCIAL CORP | 257.2K | $27.3M | $492.8K | Added$830.1K |
| Glen Eagle Advisors, LLC | 256.1K | $27.1M | $311.9K | Added$10.4M |
| Summit Financial Wealth Advisors, LLC | 255.5K | $27.1M | $495.6K | Added$148.5K |
| JONES FINANCIAL COMPANIES LLLP | 258K | $27M | $116.6K | Added$2.71M |
| ENVESTNET ASSET MANAGEMENT INC | 228.3K | $24.2M | $358.9K | Added$4.95M |
| Carrera Capital Advisors | 224.1K | $23.8M | $434.7K | Cut−$11M |
| Pacific Wealth Strategies Group, Inc. | 196.2K | $20.8M | $369.7K | Added$963.9K |
| Landmark Wealth Management, LLC | 189.4K | $20.1M | $311.7K | Added$3.36M |
| TD Waterhouse Canada Inc. | 184.7K | $19.5M | $268.2K | Added$588.7K |
| TOTH FINANCIAL ADVISORY CORP | 174K | $18.4M | $337.6K | Added$126.7K |
| ForthRight Wealth Management, LLC | 171.2K | $18.2M | $332.2K | Cut−$1.19M |
| Mirae Asset Global Investments Co., Ltd. | 169.9K | $18M | $317.4K | Added$985.3K |
| Icahn Capital | 169.4K | $18M | $326.9K | Added$426.1K |
| Waverly Advisors, LLC | 165.7K | $17.6M | $261.7K | Added$3.53M |
| McElhenny Sheffield Capital Management, LLC | 161.1K | $17.1M | $229.1K | Added$4.78M |
| SMITH, MOORE & CO. | 157.5K | $16.7M | $288.3K | Added$1.23M |
| &PARTNERS | 155.3K | $16.5M | $298.8K | Added$433.9K |
| Sanctuary Advisors, LLC | 152K | $16.1M | $294.9K | Cut−$10.7M |
| GOLDMAN SACHS GROUP INC | 145.7K | $15.4M | $194.6K | Added$5.01M |
| ELEVATION POINT WEALTH PARTNERS, LLC | 145.5K | $15.4M | $241.1K | Added$2.49M |
| HighTower Advisors, LLC | 144.8K | $15.4M | $281.4K | Added$128K |
| Equitable Holdings, Inc. | 144.7K | $15.1M | $170 | Cut−$1.08M |
| TRUIST FINANCIAL CORP | 141.4K | $15M | $274.4K | Cut−$1.88M |
| Vestmark Advisory Solutions, Inc. | 141.3K | $15M | $237.1K | Added$2.26M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 127.3K | $13.5M | $246.8K | Added$74.3K |
| Private Advisor Group, LLC | 125K | $13.3M | $242.5K | Cut−$916.1K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 120.8K | $12.8M | $230.4K | Cut−$222.3K |
| QUEST INVESTMENT MANAGEMENT LLC | 120.4K | $12.8M | $233.6K | Cut−$798.6K |
| Carroll Advisory Group, LLC | 117K | $12.4M | $193.3K | Added$2.04M |
| Essex Financial Services, Inc. | 114.2K | $12.1M | $218.7K | Added$374.5K |
| Valtrion Capital Management, LLC | 113.4K | $12M | $132.1K | Added$4.93M |
| Cordoba Advisory Partners LLC | 107.8K | $11.4M | $200.7K | Added$658.2K |
| FIFTH THIRD BANCORP | 107K | $11.3M | $2.08K | Added$11.2M |
| Mariner, LLC | 99.4K | $10.5M | $192.9K | Added$107.9K |
| Cerity Partners LLC | 99K | $10.5M | $192.1K | Cut−$3.84M |
| Creative Planning | 97.4K | $10.3M | $180.5K | Added$639.3K |
| CFS Investment Advisory Services, LLC | 94.5K | $10.3M | $447.8K | Cut−$87.7K |
| Jump Financial, LLC | 95.7K | $10.1M | — | New |
| FAGAN ASSOCIATES, INC. | 94.9K | $10.1M | $184.2K | Added$38.6K |
| Focus Partners Wealth | 94.6K | $10M | $179K | Added$452.7K |
| OPPENHEIMER & CO INC | 93.4K | $9.9M | $174.6K | Added$530.8K |
| MYCIO WEALTH PARTNERS, LLC | 92.9K | $9.85M | $166.9K | Added$895.7K |
| MONEY CONCEPTS CAPITAL CORP | 90.6K | $9.6M | $73.4K | Added$5.67M |
| Gerald Baker Financial Group LLC | 90.1K | $9.55M | — | Held |
| Galilei Investment Office LLP | 88K | $9.32M | $166.2K | Cut−$4.64M |
| Prasad Wealth Partners, LLC | 85.9K | $9.11M | $160.9K | Added$483.1K |
| Centurion Wealth Management LLC | 85.3K | $9.04M | $145.2K | Added$1.25M |
| Integrated Advisors Network LLC | 84.8K | $8.99M | $114.1K | Added$2.87M |
| JPMORGAN CHASE & CO | 83.7K | $8.76M | $50.3K | Cut−$3.22M |
| Ted Buchan & Co | 80.3K | $8.52M | $130.8K | Added$1.5M |
| BLAIR WILLIAM & CO/IL | 79.2K | $8.4M | $112.6K | Added$2.36M |
| LMG Wealth Partners, LLC | 78.7K | $8.34M | $152.7K | Added$137.6K |
| MERCER GLOBAL ADVISORS INC /ADV | 78.2K | $8.29M | $715.2K | Cut−$3.65M |
| Joseph P. Lucia & Associates, LLC | 78K | $8.27M | $151.3K | Added$53.4K |
| Kestra Advisory Services, LLC | 76.9K | $8.15M | $116.9K | Added$1.88M |
| Kraft, Davis & Associates, LLC | 73.5K | $7.96M | $9.82K | Cut−$618.6K |
| Benchmark Financial, LLC | 74.3K | $7.88M | $131.5K | Added$822.7K |
| D.A. DAVIDSON & CO. | 74K | $7.84M | $143.5K | Added$92.1K |
| Summit Financial, LLC | 73.6K | $7.81M | $142.8K | Added$57.7K |
| MML INVESTORS SERVICES, LLC | 72.5K | $7.69M | $140.6K | Cut−$84.3K |
| Legacy Private Trust Co. | 72.3K | $7.66M | $140.3K | Cut−$278.4K |
| PRING TURNER CAPITAL GROUP INC | 73.5K | $7.65M | $0 | Held |
| Financial & Tax Architects, LLC | 71.7K | $7.6M | $139.1K | Cut−$1.63M |
| J.W. COLE ADVISORS, INC. | 71.4K | $7.57M | $936.8K | Added$697.7K |
| US BANCORP \DE\ | 71K | $7.53M | $137.8K | Cut−$9.88K |
| TRANSCEND CAPITAL ADVISORS, LLC | 69.1K | $7.33M | $134.1K | Cut−$22.8K |
| Tradition Wealth Management, LLC | 68.4K | $7.26M | $132.5K | Added$151.2K |
| Allred Capital Management, LLC | 67.3K | $7.14M | $124.8K | Added$359.6K |
| Goldstone Financial Group, LLC | 67.1K | $7.11M | $129.3K | Added$176.5K |
| Cypress Capital, LLC | 66.6K | $7.07M | $129.2K | Cut−$2.27M |
| TICINO WEALTH | 60.6K | $7.05M | $749.9K | Added$512.5K |
| NorthCrest Asset Manangement, LLC | 66.5K | $7.04M | $53.1K | Cut−$3.42M |
| Brookstone Capital Management | 66.2K | $7.02M | $128.5K | Cut−$703.7K |
| CITIGROUP INC | 65.6K | $6.95M | $122.5K | Added$380.9K |
| Avidian Wealth Enterprises, LLC | 65K | $6.9M | $123.6K | Added$268.1K |
| Lynx Investment Advisory | 64.7K | $6.85M | $101.1K | Added$1.43M |
| Prism Advisors, Inc. | 64.1K | $6.79M | $124.3K | Added$124.3K |
| Sumitomo Mitsui Trust Group, Inc. | 62.7K | $6.65M | $113.8K | Added$548.4K |
| BROWN WEALTH MANAGEMENT, LLC | 62.3K | $6.6M | $116.4K | Added$358.8K |
| World Investment Advisors | 61.8K | $6.55M | $119.9K | Added$40.1K |
| VIAWEALTH, LLC | 61.5K | $6.52M | $118.7K | Added$148.7K |
| O'ROURKE & COMPANY, Inc | 59.6K | $6.32M | $115.7K | Added$15.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 125.4K | $6.25M | −$5.08M | Cut−$3.21M |
| SouthState Bank Corp | 58.9K | $6.24M | $14.3K | Added$5.47M |
| MRWM Advisors, LLC | 57.5K | $6.1M | $111.6K | Cut−$1.68M |
| Fidelity | 56.6K | $6M | $91.7K | Added$1.08M |
| Jacobi Capital Management LLC | 55.8K | $5.91M | $108.3K | Cut−$1.95K |
| SYNTAX RESEARCH, INC. | 55.8K | $5.91M | $108.2K | Cut−$41K |
| Corient Private Wealth LLC | 55.6K | $5.78M | −$5.57K | Added$262.4K |
| MSH Capital Advisors LLC | 53.8K | $5.7M | $100.4K | Added$317.8K |
| BENJAMIN EDWARDS INC | 53.4K | $5.66M | $103.7K | Cut−$1.53M |
| Capital Investment Advisory Services, LLC | 53.1K | $5.63M | $101.5K | Added$191.9K |
| MAI Capital Management | 51.5K | $5.46M | $97.2K | Added$247.7K |
| BNP PARIBAS FINANCIAL MARKETS | 50.2K | $5.32M | $97K | Added$119.8K |
| One Capital Management, LLC | 48.9K | $5.18M | $94.9K | Cut−$218.1K |
| Carmel Capital Partners, LLC | 48.4K | $5.13M | $16.3K | Added$4.25M |
| RoundAngle Advisors LLC | 48.3K | $5.12M | $92.9K | Added$135.7K |
| Prime Capital Investment Advisors, LLC | 47.4K | $5.03M | $92.1K | Cut−$195.3K |
| Golden State Equity Partners | 46.5K | $4.93M | $26.8K | Added$3.5M |
| Private Capital Management, LLC | 46.1K | $4.89M | $84.8K | Added$346.7K |
| Steward Partners Investment Advisory, LLC | 45.6K | $4.83M | $75.1K | Added$803.4K |
| WealthShield Partners, LLC | 45.5K | $4.82M | $85.9K | Added$182K |
| Caldwell Trust Co | 44.7K | $4.74M | $86.7K | Cut−$65.7K |
| Kovack Advisors, Inc. | 44.7K | $4.74M | $85.1K | Cut−$53.6K |
| Independent Wealth Advisors LLC | 44.6K | $4.73M | $84.6K | Added$190.9K |
| Apollon Financial, LLC | 44.2K | $4.69M | $85.8K | Added$62K |
| Clearstead Advisors, LLC | 43.4K | $4.6M | $82.9K | Added$157.5K |
| Uniting Wealth Partners, LLC | 42.3K | $4.48M | $72.9K | Added$573.1K |
| Allworth Financial LP | 41.4K | $4.39M | $79.7K | Added$113.8K |
| TUDOR INVESTMENT CORP ET AL | 41.3K | $4.38M | — | New |
| ROMAN BUTLER FULLERTON & CO | 40K | $4.32M | −$69.2K | Cut−$418.8K |
| DAVENPORT & Co LLC | 40.7K | $4.31M | $64.6K | Added$847.2K |
| Mutual Advisors, LLC | 39.9K | $4.23M | $32.4K | Added$2.5M |
| Prospera Financial Services Inc | 39.5K | $4.19M | $76.5K | Cut−$34.3K |
| COZAD ASSET MANAGEMENT INC | 38.5K | $4.08M | $74.7K | Added$34.5K |
| Concord Wealth Partners | 38.5K | $4.08M | $74.7K | Added$40.2K |
| ICICI Prudential Asset Management Co Ltd | 38.5K | $4.08M | $70.5K | Added$70.5K |
| CAPTRUST FINANCIAL ADVISORS | 38.3K | $4.06M | $69.4K | Added$300.5K |
| CWM, LLC | 38.2K | $4.05M | $3.42M | Added$4.05M |
| Venture Visionary Partners LLC | 38K | $4.03M | −$106K | Cut−$202.9K |
| Marble Wealth, LLC | 37.9K | $4.02M | $73.5K | Cut−$3.55M |
| Concord Asset Management, LLC/VA | 37.6K | $3.99M | $73K | Added$17.1K |
| Lloyd Advisory Services, LLC. | 37.6K | $3.98M | — | New |
| Kingdom Financial Group LLC. | 37.6K | $3.98M | $72.9K | Added$51.2K |
| IHT Wealth Management, LLC | 37.4K | $3.96M | $72.5K | Cut−$788.8K |
| Stratos Wealth Partners, LTD. | 37.2K | $3.95M | $72.2K | Cut−$51.7K |
| Koshinski Asset Management, Inc. | 36.9K | $3.91M | $71.4K | Cut−$57.1K |
| Allen Capital Group, LLC | 36.4K | $3.86M | $70.7K | Cut−$23.9K |
| Farther Finance Advisors, LLC | 36.4K | $3.85M | $68K | Added$123.3K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 34.3K | $3.64M | $66.6K | Added$62K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34.3K | $3.64M | $66.6K | Cut−$1.04M |
| Ausdal Financial Partners, Inc. | 33.9K | $3.6M | $65.8K | Cut−$153.1K |
| Trek Financial, LLC | 33.6K | $3.56M | $64.9K | Added$85.1K |
| Avant Capital LLC | 33.2K | $3.51M | $64.4K | Cut−$241.7K |
| PNC Financial Services Group, Inc. | 33.1K | $3.51M | $64.3K | Cut−$1.54M |
| AMERIFLEX GROUP, INC. | 32.9K | $3.49M | $53.1K | Added$641K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 32.2K | $3.41M | $62.4K | Added$68.3K |
| Everest Financial Group LLC | 32K | $3.39M | — | New |
| CUTLER INVESTMENT COUNSEL LLC | 31.9K | $3.38M | $61.9K | Added$26.1K |
| VERUS CAPITAL PARTNERS, LLC | 31.8K | $3.37M | $61.7K | Cut−$93.7K |
| GTS SECURITIES LLC | 31.4K | $3.33M | $6.24K | Added$2.99M |
| Chokshi & Queen Wealth Advisors, Inc | 31.4K | $3.33M | $60.9K | Added$8.12K |
| TCP Asset Management, LLC | 31K | $3.28M | — | New |
| AXXCESS WEALTH MANAGEMENT, LLC | 30.4K | $3.22M | $58.7K | Added$75.5K |
| N.E.W. Advisory Services LLC | 30.4K | $3.22M | $58.4K | Added$87.5K |
| PFG Investments, LLC | 30.3K | $3.21M | $58.7K | Cut−$13.2K |
| Jackson, Grant Investment Advisers, Inc. | 29.9K | $3.17M | $58K | Added$66.1K |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 29.9K | $3.17M | $58K | Added$58K |
| HighPoint Advisor Group LLC | 29.8K | $3.16M | $57.9K | Added$16.6K |
| XTX Topco Ltd | 29.2K | $3.09M | $41.1K | Added$889.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | 28.4K | $3.01M | $52.9K | Added$207.2K |
| Three Cord True Wealth Management, LLC | 27.9K | $2.96M | $54.2K | Added$42.8K |
| Cushing Capital Partners, LLC | 27.5K | $2.92M | $53.4K | Cut−$3.15K |
| HARBOUR INVESTMENTS, INC. | 27.3K | $2.9M | $34.8K | Added$1.03M |
| Moors & Cabot, Inc. | 27.3K | $2.89M | $52.9K | Cut−$21.8K |
| KPP Advisory Services LLC | 26.8K | $2.84M | $52K | Cut−$147.7K |
| ARTHUR M. COHEN & ASSOCIATES, LLC | 26.7K | $2.83M | $49.3K | Added$130.1K |
| Wealth Group Ltd | 26.6K | $2.81M | $50.4K | Cut−$32.7K |
| Sigma Planning Corp | 26.4K | $2.8M | $51.4K | Cut−$36.9K |
| BCS Wealth Management | 26.4K | $2.79M | $51.1K | Cut−$2.94M |
| DHJJ Financial Advisors, Ltd. | 26.3K | $2.79M | $51.1K | Cut−$151.9K |
| Newman Dignan & Sheerar, Inc. | 26K | $2.76M | $50.5K | Added$29.5K |
| Fifth Third Securities, Inc. | 26K | $2.76M | $50.5K | Cut−$34.3K |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | 25.3K | $2.69M | $49.2K | Added$49.2K |
| Connecticut Wealth Management, LLC | 25.3K | $2.69M | $49.2K | Cut−$55.4K |
| Advisory Services Network, LLC | 25.2K | $2.67M | $48.9K | Cut−$28.1K |
| Coastline Complete Wealth LLC | 25.1K | $2.66M | $48.6K | Cut−$2.05M |
| KINGSWOOD WEALTH ADVISORS, LLC | 25.1K | $2.66M | $48.6K | Cut−$130.9K |
| BlackRock, Inc. | 24.6K | $2.61M | $44.4K | Added$226.8K |
| Mowery & Schoenfeld Wealth Management, LLC | 24.5K | $2.6M | $47.5K | Cut−$32.8K |
| Royal Capital Wealth Management, LLC | 24.2K | $2.56M | $46.9K | Cut−$82.6K |
| Apollon Wealth Management, LLC | 24.1K | $2.56M | $46.9K | Cut−$462K |
| Continuum Advisory, LLC | 24K | $2.55M | $45.1K | Added$127.3K |
| MLP3, LLC | 23.8K | $2.53M | $43.5K | Added$194.8K |
| Pathstone Holdings, LLC | 23.7K | $2.51M | $3.73K | Added$2.31M |
| Balentine LLC | 23.5K | $2.49M | $45.6K | Added$12.1K |
| Ipsen Advisor Group LLC | 23.2K | $2.46M | $43.2K | Added$148.7K |
| Pinnacle Financial Partners, Inc. | 23.2K | $2.46M | $45.1K | Added$15.6K |
| Carnegie Lake Advisors LLC | 23K | $2.43M | $44.5K | Cut−$302.8K |
| Heck Capital Advisors, LLC | 22.9K | $2.43M | $43.9K | Added$68.7K |
| WMS Group LLC | 22.7K | $2.41M | $46.5K | Added$20K |
| GENERAL AMERICAN INVESTORS CO INC | 22.5K | $2.39M | $43.7K | Added$43.6K |
| CIBC Bancorp USA Inc. | 22K | $2.33M | — | Held |
| Atlas Brown,Inc. | 22K | $2.33M | $42.6K | Cut−$15.9K |
| Robertson Stephens Wealth Management, LLC | 21.6K | $2.29M | $41.8K | Added$2.59K |
| Oxinas Partners, LLC | 21.3K | $2.26M | $28K | Added$753.6K |
| Integrated Wealth Concepts LLC | 21.1K | $2.24M | $36.7K | Added$272.8K |
| Tulsa Wealth Advisors, INC | 20.9K | $2.21M | — | New |
| Paragon Capital Management Ltd | 20.8K | $2.21M | $40.3K | Cut−$565K |
| Breakwater Capital Group | 20.7K | $2.2M | $39.7K | Added$68.2K |
| Quantinno Capital Management LP | 20.4K | $2.16M | $39.6K | Cut−$566K |
| INDEPENDENT FINANCIAL GROUP, LLC | 20.4K | $2.16M | $39.5K | Cut−$51.3K |
| Ellis Investment Partners, LLC | 20.3K | $2.15M | $39.3K | Cut−$27.8K |
| Comprehensive Financial Consultants Institutional, Inc. | 20.2K | $2.15M | $39.3K | Cut−$436.3K |
| Sound View Wealth Advisors Group, LLC | 20.2K | $2.14M | $39.1K | Added$14.8K |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 20.2K | $2.14M | $36.5K | Added$182.6K |
| BEAM WEALTH ADVISORS, INC. | 20.1K | $2.13M | $39K | Added$12.2K |
| Vise Technologies, Inc. | 20.5K | $2.13M | $0 | Held |
| Lido Advisors, LLC | 19.9K | $2.11M | $48.1K | Cut−$160.6K |
| Archer Investment Corp | 19.8K | $2.1M | $38.5K | Cut−$200.6K |
| WEST PACES ADVISORS INC. | 19.8K | $2.09M | $38.3K | Added$38.3K |
| MGO ONE SEVEN LLC | 19.5K | $2.07M | $37.9K | Cut−$99.4K |
| Jupiter Wealth Management LLC | 19.4K | $2.06M | −$140.2K | Cut−$143.6K |
| Alta Wealth Advisors LLC | 19.5K | $2.06M | $36K | Added$129.6K |
| Navis Wealth Advisors, LLC | 19.3K | $2.05M | $37.4K | Added$43.9K |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 19K | $2.02M | $37K | Cut−$15.7K |
| YOUSIF CAPITAL MANAGEMENT, LLC | 19K | $2.01M | −$44K | Cut−$2.27M |
| GC Wealth Management RIA, LLC | 18.9K | $2M | $36.6K | Added$31.7K |
| AA Financial Advisors, LLC | 18.5K | $1.97M | $36K | Added$36K |
| Gotham Asset Management, LLC | 18.3K | $1.93M | $24.3K | Added$629.2K |
| Empowered Funds, LLC | 18.2K | $1.93M | $35.3K | Cut−$131.4K |
| Cambria Investment Management, L.P. | 18.2K | $1.93M | $35.3K | Cut−$105.4K |
| First Commonwealth Financial Corp /PA/ | 18.1K | $1.92M | $35.1K | Cut−$79.2K |
| Concurrent Investment Advisors, LLC | 17.8K | $1.89M | $34.1K | Added$56.6K |
| Gladstone Institutional Advisory LLC | 17.7K | $1.87M | $34.3K | Added$589 |
| Marex Group plc | 17.5K | $1.85M | $33.9K | Added$33.9K |
| Financial Partners Group, Inc | 17.4K | $1.84M | −$68.8K | Cut−$2.33M |
| Sanchez Wealth Management Group | 17.2K | $1.82M | $33.4K | Cut−$203.9K |
| FLAGSHIP HARBOR ADVISORS, LLC | 17.2K | $1.82M | $33.3K | Added$18.5K |
| Geneos Wealth Management Inc. | 16.9K | $1.79M | $32.1K | Added$74K |
| BRIGHT FINANCIAL ADVISORS, INC. | 16.8K | $1.78M | $32.6K | Added$11.2K |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 16.4K | $1.77M | $26.9K | Added$1.03M |
| Silver Lake Advisory, LLC | 16.5K | $1.75M | $32.1K | Cut−$280.1K |
| Tactive Advisors, LLC | 16.2K | $1.72M | $31.3K | Cut−$97.5K |
| Aspect Partners, LLC | 16.1K | $1.71M | $30.7K | Added$64.1K |
| Dynamic Advisor Solutions LLC | 16.1K | $1.7M | $31K | Added$38.6K |
| DONALDSON CAPITAL MANAGEMENT, LLC | 16K | $1.69M | $31K | Cut−$86.2K |
| Anchor Investment Management, LLC | 15.9K | $1.69M | $28.5K | Added$158.5K |
| Finward Bancorp | 15.9K | $1.69M | $30.9K | Cut−$66.6K |
| DAYMARK WEALTH PARTNERS, LLC | 15.9K | $1.69M | $30.8K | Cut−$195.3K |
Who left
- IFG Advisory, LLC$36.3M
- NewEdge Advisors, LLC$15.9M
- SIMON QUICK ADVISORS, LLC$3.1M
- D. E. Shaw & Co., Inc.$1.7M
- DEARBORN PARTNERS LLC$1.24M
- Hershey Financial Advisers, LLC$1.23M
- Summit Trail Advisors, LLC$1.04M
- Citadel$949.4K
- WESPAC Advisors, LLC$682.7K
- MILLENNIUM MANAGEMENT LLC$555.7K
- Acorn Wealth Advisors, LLC$510.5K
- FIRST TRUST ADVISORS LP$488.7K
- TWO SIGMA SECURITIES, LLC$440.6K
- Diversify Advisory Services, LLC$381.7K
- CPC Advisors, LLC$373.4K
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.