Stock
Reported value
$10B
Holders
726
+77 new · −49 exited
Holders’ est. mark
$38.2M
Price effect on 242 books still in the name
Largest holder
$1.41B
Empower Advisory Group, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $12.6M
- State Street0.0% · $76.1M
- Fidelity0.0% · $39.6M
- Icahn Capital0.0% · $4.34M
- Citadel0.0% · $2.17M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Empower Advisory Group, LLC | 53.1M | $1.41B | $5.96M | Added$98M |
| Wealthfront Advisers LLC | 34.2M | $911.3M | $4.11M | Cut−$3.52M |
| Quadratic Capital Management LLC | 14.2M | $377.4M | $1.7M | Cut−$6.69M |
| SEI INVESTMENTS CO | 13M | $344.7M | $1.48M | Added$18.7M |
| JPMORGAN CHASE & CO | 12.9M | $342.5M | $134.8K | Added$302.8M |
| BANK OF AMERICA CORP /DE/ | 11.3M | $301.5M | $1.36M | Cut−$90.5M |
| EVOKE WEALTH, LLC | 10.4M | $276.5M | $1.08M | Added$37.3M |
| Cerity Partners LLC | 9.8M | $260.7M | $1.12M | Added$14.5M |
| ALLIANCEBERNSTEIN L.P. | 9.42M | $249.7M | $0 | Added$22.9M |
| LINCOLN NATIONAL CORP | 8.91M | $237M | $381.8K | Added$152.8M |
| VOYA INVESTMENT MANAGEMENT LLC | 8.59M | $228.5M | $1.03M | Cut−$19.5M |
| Elm Partners Management LLC | 8.07M | $214.4M | $636.5K | Added$27M |
| CENTRAL TRUST Co | 8.06M | $214.3M | $916K | Added$12.1M |
| NEPC LLC | 7.95M | $211.5M | $908.7K | Added$10.9M |
| Jasper Ridge Partners, L.P. | 6.44M | $171.4M | $708.2K | Added$15.1M |
| Alesco Advisors LLC | 6.12M | $162.9M | $714.8K | Added$5.1M |
| ENVESTNET ASSET MANAGEMENT INC | 5.99M | $159.5M | $603.2K | Added$26.4M |
| UBS Group AG | 5.96M | $158.6M | $652.9K | Added$14.5M |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 5.77M | $153.5M | $692.3K | Added$469.9K |
| Cerity Partners OCIO LLC | 5.65M | $150.3M | $531.4K | Added$33M |
| MORGAN STANLEY | 4.31M | $114.6M | $431.5K | Added$19.4M |
| US BANCORP \DE\ | 3.97M | $105.7M | $476.7K | Cut−$64M |
| Beacon Pointe Advisors, LLC | 3.69M | $98.1M | $425.6K | Added$4.17M |
| ARMSTRONG ADVISORY GROUP, INC | 3.41M | $90.7M | $76.5K | Added$73.8M |
| AMERIPRISE FINANCIAL INC | 3.23M | $86M | $403.6K | Added$1.3M |
| State Street | 2.86M | $76.1M | $324.1K | Added$4.54M |
| ASSETMARK, INC | 2.69M | $71.5M | $231.8K | Added$20.3M |
| Bank of New York Mellon Corp | 2.42M | $64.4M | $215.6K | Added$16.8M |
| Lutz Financial Services LLC | 2.34M | $62.3M | $264.8K | Added$3.86M |
| Prime Capital Investment Advisors, LLC | 2.27M | $60.3M | $256.9K | Added$3.57M |
| PRINCIPAL SECURITIES, INC. | 1.95M | $51.9M | $189.9K | Added$9.95M |
| LifeGuide Financial Advisors, LLC | 1.94M | $51.7M | $238.9K | Added$3.01M |
| WELLS FARGO & COMPANY/MN | 1.81M | $48.1M | $216.8K | Cut−$2.77M |
| Integrated Wealth Concepts LLC | 1.76M | $46.7M | $173K | Added$8.52M |
| Diversified Enterprises, LLC | 1.72M | $45.9M | $198.7K | Added$1.99M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.71M | $45.2M | −$79K | Cut−$23.1M |
| Advisory Alpha, LLC | 1.58M | $42M | $124.8K | Added$14.5M |
| MERCER GLOBAL ADVISORS INC /ADV | 1.56M | $41.6M | $187.5K | Cut−$7.72M |
| Russell Investments Group, Ltd. | 1.53M | $40.7M | $183.4K | Added$183.4K |
| Financial Architects, LLC | 1.52M | $40.5M | $172.1K | Added$2.49M |
| Creative Planning | 1.52M | $40.5M | $182.6K | Cut−$26.2M |
| LPL Financial LLC | 1.52M | $40.5M | $170.7K | Added$2.8M |
| Pure Financial Advisors, LLC | 1.52M | $40.5M | $170.4K | Added$2.84M |
| BlueSky Wealth Advisors, LLC | 1.52M | $40.4M | $179.9K | Added$648.2K |
| Fidelity | 1.49M | $39.6M | $128K | Added$11.4M |
| Kohmann Bosshard Financial Services, LLC | 1.49M | $39.5M | $114.4K | Added$3.4M |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 1.43M | $38M | $171.5K | Cut−$7.47M |
| Wealthcare Advisory Partners LLC | 1.41M | $37.6M | $169.7K | Cut−$50.2K |
| Pictet Asset Management Holding SA | 1.27M | $33.7M | $8.15K | Added$31.9M |
| RAYMOND JAMES FINANCIAL INC | 1.15M | $30.6M | $106.2K | Added$7.17M |
| HighTower Advisors, LLC | 1.07M | $28.5M | $118.9K | Added$2.24M |
| ALTFEST L J & CO INC | 1.07M | $28.5M | $124.5K | Added$993.1K |
| Joseph Group Capital Management | 1.04M | $27.6M | $119.8K | Added$1.21M |
| Prentice Wealth Management LLC | 1.03M | $27.4M | $123.4K | Cut−$2.18M |
| Cetera Investment Advisers | 1M | $26.6M | $120.1K | Cut−$3.78M |
| Avior Wealth Management, LLC | 982.9K | $26.2M | $109.7K | Added$1.93M |
| GOLDMAN SACHS GROUP INC | 955K | $25.4M | $114.6K | Cut−$8.47M |
| SUMITOMO LIFE INSURANCE CO | 934.9K | $24.9M | $112.2K | Cut−$8.23M |
| Tortoise Investment Management, LLC | 929.7K | $24.7M | $107.4K | Added$1.03M |
| Seneca Financial Advisors LLC | 925.9K | $24.6M | $98.7K | Added$2.84M |
| CITIGROUP INC | 877.2K | $23.3M | $105.2K | Cut−$697.6K |
| Tidal Investments LLC | 800.3K | $21.2M | −$32.4K | Added$5.99M |
| Arax Advisory Partners | 787.3K | $20.9M | $94.5K | Cut−$24.7M |
| Fund Evaluation Group, LLC | 748K | $19.9M | $89.8K | Added$89.8K |
| Modera Wealth Management, LLC | 701.3K | $18.7M | $84.2K | Cut−$1.23M |
| Navalign, LLC | 692.7K | $18.4M | $79.2K | Added$948.9K |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | 678.6K | $18.1M | $74.3K | Added$1.66M |
| West Family Investments, Inc. | 609.3K | $17M | $33K | Added$1.95M |
| Carnegie Investment Counsel | 636.2K | $16.9M | $269K | Added$372.8K |
| Allen Capital Group, LLC | 633.7K | $16.9M | $69.9K | Added$1.42M |
| SAGE FINANCIAL GROUP INC | 624K | $16.6M | $74.3K | Added$212.1K |
| Asset Management Group, Inc. | 618.5K | $16.5M | $68.5K | Added$1.35M |
| Financial Engines Advisors L.L.C. | 583.3K | $15.5M | $69.7K | Added$129.4K |
| Greenline Partners, LLC | 580.6K | $15.4M | $69.6K | Cut−$110.3K |
| ALM First Financial Advisors, LLC | 569.7K | $15.2M | $57K | Added$2.57M |
| Prairiewood Capital, LLC | 537.3K | $14.3M | $59.4K | Added$1.18M |
| Grove Street Fiduciary, LLC | 529.9K | $14.1M | $63.6K | Cut−$44.8K |
| Altiora Financial Group, LLC | 507K | $13.5M | $60.8K | Added$55.5K |
| Marotta Asset Management | 507.6K | $13.5M | $35.5K | Added$64K |
| Fi3 FINANCIAL ADVISORS, LLC | 480.7K | $12.8M | $44.9K | Added$2.89M |
| Wealthspire Advisors, LLC | 479.1K | $12.7M | $56K | Added$399.5K |
| Renaissance Technologies | 474.9K | $12.6M | — | New |
| Savant Capital, LLC | 470K | $12.5M | $56.4K | Cut−$785.9K |
| Carolina Wealth Advisors, LLC | 466.3K | $12.4M | $56K | Cut−$301.7K |
| Hirtle Callaghan & Co LLC | 465.2K | $12.4M | $55.8K | Added$24.2K |
| Fortis Advisors, LLC | 464.2K | $12.4M | $25.8K | Added$6.67M |
| Private Advisor Group, LLC | 452.4K | $12M | $26K | Added$6.3M |
| ZynergyRetirementPlanningLLC | 451.8K | $12M | $50.9K | Added$789.3K |
| CHOREO, LLC | 437.2K | $11.6M | $3.98K | Added$10.1M |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 430.2K | $11.4M | $47.5K | Added$966.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 428.7K | $11.4M | $48.5K | Added$708K |
| OSAIC HOLDINGS, INC. | 426K | $11.3M | $50.4K | Cut−$158.5K |
| FIFTH THIRD BANCORP | 422.2K | $11.2M | $23.8K | Added$5.98M |
| Vestmark Advisory Solutions, Inc. | 414.9K | $11M | $12.1K | Added$8.36M |
| Silver Coast Investments LLC | 410.4K | $10.9M | $47.5K | Added$440.6K |
| Rock Creek Group, LP | 406.9K | $10.8M | $48.8K | Added$48.8K |
| Westover Capital Advisors, LLC | 403.7K | $10.7M | $47K | Added$370.8K |
| Golden Bell Financial Planning LLC | 401.7K | $10.7M | $45.5K | Added$645.2K |
| Brightwater Advisory LLC | 399.1K | $10.6M | $43.9K | Added$923.5K |
| Trajan Wealth LLC | 394.3K | $10.5M | $44K | Added$769.6K |
| Farther Finance Advisors, LLC | 392.3K | $10.4M | $13.3K | Added$5.38M |
| VCI Wealth Management LLC | 391.5K | $10.4M | $42.2K | Added$1.09M |
| Frontier Asset Management, LLC | 389K | $10.4M | $45.3K | Added$356.2K |
| Northeast Financial Group, Inc. | 379.8K | $10.1M | $15.9K | Added$6.59M |
| OneAscent Financial Services LLC | 374.4K | $9.96M | $30.5K | Added$3.22M |
| McAdam, LLC | 373.4K | $9.94M | $42.8K | Added$496.6K |
| Aptus Capital Advisors, LLC | 360.3K | $9.59M | $34.3K | Added$2.02M |
| Two West Capital Advisors LLC | 352.6K | $9.46M | $115.4K | Added$467.7K |
| Peak Financial Management, Inc. | 351.5K | $9.35M | $39.8K | Added$564.1K |
| Amicus Financial Advisors, LLC | 351.2K | $9.35M | $41.1K | Added$274.4K |
| PROFFITT & GOODSON INC | 346.5K | $9.22M | $41.6K | Cut−$5.55M |
| TRUIST FINANCIAL CORP | 344K | $9.15M | $36.6K | Added$1.07M |
| EQ WEALTH ADVISORS, LLC | 341.6K | $9.09M | $41K | Cut−$2.17M |
| MPS Loria Financial Planners, LLC | 336.4K | $8.95M | $40.4K | Cut−$2.19M |
| Focus Financial Network, Inc. | 336.2K | $8.95M | $38.9K | Added$349.7K |
| FC Advisory LLC | 330.9K | $8.81M | $38.8K | Added$243.2K |
| Summit Financial, LLC | 324.9K | $8.65M | $37.7K | Added$330.7K |
| BFSG, LLC | 320.5K | $8.53M | $38.4K | Added$42.1K |
| HARBOUR INVESTMENTS, INC. | 315.6K | $8.4M | $35.3K | Added$604.2K |
| MML INVESTORS SERVICES, LLC | 315.4K | $8.39M | $37.9K | Cut−$800.2K |
| Signal Advisors Wealth, LLC | 314.7K | $8.37M | $34.9K | Added$676.3K |
| Signet Investment Advisory Group, Inc. | 312K | $8.3M | $36.2K | Added$305K |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | 297.8K | $7.92M | $33.7K | Added$485.8K |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 295.2K | $7.85M | $24.4K | Added$2.46M |
| Bulwark Capital Corp | 294K | $7.82M | $29.9K | Added$1.22M |
| Arkadios Wealth Advisors | 288K | $7.66M | $1.24K | Added$7.39M |
| MBE Wealth Management, LLC | 287.6K | $7.65M | $34.5K | Cut−$548.9K |
| Transamerica Financial Advisors, LLC | 280.4K | $7.46M | $33.7K | Cut−$479.4K |
| Kastel Capital Advisors, LLC | 276.4K | $7.32M | $0 | Held |
| Charles Schwab Trust Co | 272.7K | $7.26M | $30.2K | Added$581.9K |
| Riverpoint Wealth Management Holdings, LLC | 270.6K | $7.2M | $29K | Added$805.5K |
| Procyon Advisors, LLC | 269.5K | $7.17M | $32.3K | Cut−$1.23M |
| Dorato Capital Management | 265.7K | $7.09M | $25.2K | Added$394.3K |
| CITIZENS FINANCIAL GROUP INC/RI | 262.7K | $6.99M | $31.5K | Cut−$180.6K |
| Curran Financial Partners, LLC | 262.6K | $6.99M | $10.9K | Added$4.58M |
| ARVEST INVESTMENTS, INC. | 259.4K | $6.9M | $29.1K | Added$483.3K |
| Focus Partners Wealth | 257.3K | $6.85M | $18.7K | Added$226.7K |
| EVOLVE PRIVATE WEALTH, LLC | 256.4K | $6.82M | $27.4K | Added$771.2K |
| Wealthcare Capital Partners, LLC | 250K | $6.65M | $30K | Cut−$27.8K |
| Greenspring Advisors, LLC | 244.7K | $6.51M | $26.6K | Added$638.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 237K | $6.31M | $20K | Added$1.88M |
| VAN STRUM & TOWNE INC. | 236.3K | $6.29M | $27.9K | Added$132.1K |
| Valmark Advisers, Inc. | 230.3K | $6.13M | $26.8K | Added$220.7K |
| Alpha Omega Wealth Management LLC | 229.4K | $6.1M | $27.1K | Added$116.5K |
| Retirement Management Systems Inc. | 226.8K | $6.04M | $26.4K | Added$197.8K |
| Hoxton Planning & Management, LLC | 225.7K | $6.01M | $25.6K | Added$343.5K |
| EP Wealth Advisors, LLC | 225.4K | $6M | $1.85K | Added$5.59M |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 225.2K | $5.99M | — | New |
| CreativeOne Wealth, LLC | 224K | $5.96M | $2.57K | Added$5.39M |
| Vise Technologies, Inc. | 223.8K | $5.93M | $0 | Held |
| Seed Wealth Management, Inc. | 221.9K | $5.9M | $25.7K | Added$219.9K |
| AE Wealth Management LLC | 220.9K | $5.88M | $6.08K | Added$4.53M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 220.4K | $5.87M | $25.7K | Added$200.1K |
| Steward Partners Investment Advisory, LLC | 218.6K | $5.82M | $26.2K | Cut−$177.8K |
| GenTrust, LLC | 218.5K | $5.82M | $14.9K | Added$2.53M |
| Williams Financial, LLC | 216.1K | $5.75M | $25.9K | Added$29.8K |
| AMG National Trust Bank | 210K | $5.59M | $21.9K | Added$761.8K |
| ROYAL BANK OF CANADA | 207.3K | $5.52M | $21.2K | Added$684K |
| LifePlan Investment Advisors, Inc. | 204.9K | $5.45M | $23.6K | Added$236K |
| REBALANCE, LLC | 204.6K | $5.44M | $24.1K | Added$126.9K |
| Curbstone Financial Management Corp | 204.2K | $5.43M | $23.7K | Added$207.3K |
| M Wealth Management, LLC | 200.7K | $5.34M | $23.5K | Added$158.6K |
| THEORY FINANCIAL LLC | 199.1K | $5.3M | −$0 | Cut−$763.8K |
| COMMERCE BANK | 197.6K | $5.26M | $14.3K | Added$2.11M |
| Grey Fox Wealth Advisors, LLC | 197.5K | $5.26M | $23.7K | Cut−$96.2K |
| IRON Financial LLC | 193.5K | $5.15M | $23.2K | Cut−$41.5K |
| Waverly Advisors, LLC | 193.1K | $5.14M | $23.2K | Cut−$30.9K |
| ANDERSON HOAGLAND & CO | 186.2K | $4.96M | $22.1K | Added$67K |
| Sagace Wealth Management LLC | 184.8K | $4.92M | $21.9K | Added$94.2K |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 181K | $4.82M | $21.7K | Cut−$2.25M |
| HORIZON FINANCIAL SERVICES, LLC | 179.5K | $4.78M | $16.2K | Added$1.21M |
| Verde Capital Management | 178.2K | $4.74M | $21.4K | Cut−$264.9K |
| Columbus Macro, LLC | 177K | $4.71M | $21.2K | Cut−$824.9K |
| Aviance Capital Partners, LLC | 176.9K | $4.71M | $20.1K | Added$261.9K |
| Sanctuary Advisors, LLC | 175.4K | $4.67M | $18K | Added$697.9K |
| Mariner, LLC | 170.3K | $4.53M | $13K | Added$1.64M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 168.2K | $4.48M | $3.97K | Added$3.6M |
| PNC Financial Services Group, Inc. | 167.4K | $4.46M | $20.1K | Cut−$519.1K |
| EXENCIAL WEALTH ADVISORS, LLC | 166.8K | $4.44M | $20K | Cut−$47.4K |
| Cambria Investment Management, L.P. | 167.4K | $4.43M | −$9.48K | Cut−$205.1K |
| Summit Wealth Group, LLC | 165.2K | $4.4M | $19.3K | Added$134.5K |
| Upper Left Wealth Management, LLC | 164.9K | $4.39M | $18.9K | Added$219.3K |
| Fifth Third Securities, Inc. | 163.8K | $4.36M | $18.5K | Added$281.4K |
| Icahn Capital | 162.9K | $4.34M | $19.6K | Added$14.8K |
| Stratos Wealth Partners, LTD. | 159.6K | $4.25M | $19K | Added$49.2K |
| TRUSTMARK BANK TRUST DEPARTMENT | 158.1K | $4.21M | $19K | Added$19K |
| D.A. DAVIDSON & CO. | 156.1K | $4.15M | — | New |
| Christensen, King & Associates Investment Services, Inc. | 154.8K | $4.12M | $18.4K | Added$56.5K |
| STIFEL FINANCIAL CORP | 153.5K | $4.09M | $18.4K | Cut−$237K |
| WealthCollab, LLC | 151.7K | $4.04M | $16.7K | Added$346.3K |
| C M BIDWELL & ASSOCIATES LTD | 149.3K | $3.97M | $16.9K | Added$241K |
| Western Wealth Management, LLC | 144.5K | $3.84M | $1.02K | Added$3.62M |
| Decker Retirement Planning Inc. | 143.7K | $3.82M | $14.7K | Added$579.9K |
| ALPS ADVISORS INC | 139.7K | $3.72M | $14.5K | Added$506.8K |
| PRIVATE CLIENT SERVICES, LLC | 135.8K | $3.61M | $16.1K | Added$65.9K |
| Perfromance Wealth Partners, LLC | 132.5K | $3.52M | $15.9K | Cut−$145.6K |
| Ashton Thomas Private Wealth, LLC | 128.5K | $3.42M | — | New |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 125.1K | $3.33M | $14.8K | Added$64.5K |
| Belpointe Asset Management LLC | 124.2K | $3.31M | $7.21K | Added$1.71M |
| Perigon Wealth Management, LLC | 123.5K | $3.29M | $13.7K | Added$250.6K |
| Red Tortoise LLC | 122.8K | $3.27M | $14.7K | Added$9.19K |
| ATLas Financial Planning LLC | 122.1K | $3.25M | $13.9K | Added$170.1K |
| FSA Investment Group, LLC | 121.8K | $3.24M | $14.5K | Added$41.9K |
| Summit Financial Strategies, Inc. | 119.4K | $3.18M | $13.8K | Added$128.2K |
| Wealthspire Retirement, LLC | 119.2K | $3.17M | $12.9K | Added$332.2K |
| Advyzon Investment Management, LLC | 118.5K | $3.15M | $14.2K | Cut−$99.9K |
| Kestra Advisory Services, LLC | 118.4K | $3.15M | $10.6K | Added$814.3K |
| K2 Financial Inc. | 117.4K | $3.15M | $32.3K | Added$191.2K |
| BCGM Wealth Management, LLC | 118.3K | $3.15M | $13K | Added$274.8K |
| Savvy Advisors, Inc. | 117.4K | $3.12M | $14.1K | Cut−$155.6K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 114.2K | $3.04M | $13.4K | Added$73.8K |
| Patten Group, Inc. | 112.7K | $3M | $11.3K | Added$501.9K |
| Merit Financial Group, LLC | 112.2K | $2.98M | $11.5K | Added$440.4K |
| Lord & Richards Wealth Management, LLC | 107.9K | $2.87M | $13K | Added$10.2K |
| Csenge Advisory Group | 107.7K | $2.87M | $11.6K | Added$295.9K |
| RHS Financial, LLC | 107.5K | $2.86M | $12.8K | Added$28.9K |
| SILVER OAK SECURITIES, INCORPORATED | 107.3K | $2.85M | $7.43K | Added$35.7K |
| Maltin Wealth Management, Inc. | 106.9K | $2.84M | $12.4K | Added$103.5K |
| TRAN CAPITAL MANAGEMENT, L.P. | 104.6K | $2.78M | $12.2K | Added$85.1K |
| Resonant Capital Advisors, LLC | 104.5K | $2.78M | $12.5K | Cut−$126.1K |
| EXCHANGE TRADED CONCEPTS, LLC | 102.9K | $2.74M | $12.3K | Cut−$7.68K |
| Washington Trust Advisors, Inc. | 101.7K | $2.71M | $12.2K | Cut−$117.3K |
| Revisor Wealth Management LLC | 101K | $2.69M | $9.26K | Cut−$506.6K |
| Ausdal Financial Partners, Inc. | 101K | $2.69M | $11.8K | Added$84.6K |
| Freedom Financial Partners LLC | 98.1K | $2.61M | $11.4K | Added$92.2K |
| WASHINGTON TRUST Co | 97.7K | $2.6M | $11.7K | Cut−$20.4K |
| SEEDS INVESTOR LLC | 96.6K | $2.59M | $35.8K | Cut−$1.58M |
| White Lighthouse Investment Management Inc. | 97K | $2.58M | $11.2K | Added$104K |
| McLean Asset Management Corp | 92.7K | $2.47M | $909 | Added$88.4K |
| MANNING & NAPIER ADVISORS LLC | 91.4K | $2.43M | $531 | Added$2.31M |
| 1620 INVESTMENT ADVISORS, INC. | 91.2K | $2.43M | $10.7K | Added$56.5K |
| JMG Financial Group, Ltd. | 91K | $2.42M | $10.9K | Cut−$6.67K |
| Aletheian Wealth Advisors LLC | 89.2K | $2.37M | — | Held |
| Baker Ellis Asset Management LLC | 87.9K | $2.34M | $9.68K | Added$201.3K |
| Veridan Wealth LLC | 85K | $2.26M | $10.2K | Added$1.78K |
| NATIONAL BANK OF CANADA /FI/ | 84.7K | $2.25M | $8.68K | Cut−$16.1K |
| Coastal Bridge Advisors, LLC | 83.9K | $2.23M | $10K | Added$20.8K |
| FIDUCIENT ADVISORS LLC | 83.8K | $2.23M | $10.1K | Cut−$1.57M |
| Fortis Capital Advisors, LLC | 83.4K | $2.22M | $5.89K | Added$919.6K |
| ABBINGTON INVESTMENT GROUP | 83.1K | $2.21M | $9.97K | Added$9.97K |
| Flatrock Wealth Partners LLC | 82.2K | $2.19M | $9.84K | Added$17.3K |
| Arcataur Capital Management LLC | 82.1K | $2.18M | $9.85K | Cut−$4.06K |
| Citadel | 81.5K | $2.17M | — | New |
| Virtue Capital Management, LLC | 80.8K | $2.15M | $8.08K | Cut−$149.5K |
| IFC & Insurance Marketing, Inc. | 79.3K | $2.11M | $1.11M | Added$2.11M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 78.8K | $2.1M | — | New |
| VestGen Advisors, LLC | 77.7K | $2.08M | — | New |
| Veracity Capital LLC | 78K | $2.07M | $9.08K | Added$75.4K |
| Dynamic Advisor Solutions LLC | 77.6K | $2.06M | $8.07K | Added$279.7K |
| MARIPAU WEALTH MANAGEMENT LLC | 76.7K | $2.04M | $6.29K | Added$37.7K |
Who left
- Temasek Holdings (Private) Ltd$37.4M
- PRINCIPAL FINANCIAL GROUP INC$13.1M
- CAPITAL INSIGHT PARTNERS, LLC$5.98M
- J.W. COLE ADVISORS, INC.$2.44M
- CORRADO ADVISORS, LLC$1.7M
- COMMONS CAPITAL, LLC$1.57M
- WBI INVESTMENTS, LLC$1.35M
- Strategic Financial Planning, Inc.$1.34M
- MAGNOLIA CAPITAL ADVISORS LLC$1.07M
- Journey Advisory Group, LLC$752.1K
- TWO SIGMA SECURITIES, LLC$691.3K
- Symmetry Partners, LLC$590.6K
- Wilian Securities, LLC$521.3K
- ASPIRIANT, LLC$513K
- Millstone Evans Group, LLC$470.3K
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.