Stock
Sprott Asset Management Lp
Ticker not mapped · held by 670 managers
Reported value
$4.65B
Holders
670
+81 new · −40 exited
Holders’ est. mark
$261.8M
Price effect on 236 books still in the name
Largest holder
$321.3M
ROYAL BANK OF CANADA
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $7.09M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| ROYAL BANK OF CANADA | 9.07M | $321.3M | $21.9M | Added$7.05M |
| Federation des caisses Desjardins du Quebec | 5.82M | $205.6M | $12.8M | Added$21M |
| CENTRAL TRUST Co | 5.54M | $196.4M | $10.6M | Added$51.5M |
| MORGAN STANLEY | 5.54M | $196.3M | $13M | Added$18.8M |
| Heritage Wealth Advisors | 4.79M | $169.9M | $11.6M | Added$239.8K |
| Evanson Asset Management, LLC | 3.84M | $136.1M | $9.29M | Added$1.34M |
| JUPITER ASSET MANAGEMENT LTD | 3.27M | $115.7M | $7.64M | Added$1.46M |
| CAPTRUST FINANCIAL ADVISORS | 2.53M | $89.7M | $6.13M | Added$5.7M |
| IMC-Chicago, LLC | 2.45M | $86.8M | $997.2K | Added$73.2M |
| LPL Financial LLC | 2.36M | $83.7M | $5.62M | Added$7.07M |
| Bleakley Financial Group, LLC | 2.22M | $78.7M | $5.37M | Added$3.34M |
| SPROTT INC. | 2.11M | $74.8M | $5.11M | Added$1.74M |
| MATAURO, LLC | 2.07M | $73.2M | $4.99M | Added$5.16M |
| RAYMOND JAMES FINANCIAL INC | 2.01M | $71.1M | $4.34M | Added$11.9M |
| ENVESTNET ASSET MANAGEMENT INC | 1.8M | $63.9M | $3.66M | Added$13.9M |
| WELLS FARGO & COMPANY/MN | 1.77M | $62.8M | $4.22M | Added$4.67M |
| SouthState Bank Corp | 1.74M | $61.5M | $4.2M | Added$2.31M |
| Cetera Investment Advisers | 1.73M | $61.2M | $3.96M | Added$7.21M |
| Beacon Pointe Advisors, LLC | 1.56M | $55.2M | $3.57M | Added$6.41M |
| Forest Hill Capital, LLC | 1.45M | $51.3M | $3.51M | Added$3.51M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.43M | $50.7M | $3.46M | Added$833.2K |
| JANE STREET GROUP, LLC | 1.38M | $48.8M | $799.1K | Added$37.9M |
| GOLDMAN SACHS GROUP INC | 1.36M | $48M | $135.1K | Added$46.2M |
| Kestra Advisory Services, LLC | 1.35M | $47.7M | $2.33M | Added$15.9M |
| HighTower Advisors, LLC | 1.29M | $45.6M | $2.67M | Added$9.2M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.11M | $39.4M | $1.22M | Cut−$815K |
| Auxano Advisors, LLC | 1.01M | $35.7M | $2.44M | Added$2.05M |
| Capital Wealth Alliance, LLC | 956.6K | $33.9M | −$2.96M | Cut−$2.87M |
| WIT Partners Advisory Pte. Ltd. | 941.2K | $33.4M | $766.7K | Added$26.6M |
| STIFEL FINANCIAL CORP | 858.3K | $30.4M | $1.97M | Added$3.47M |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 853.3K | $30.2M | $2.06M | Added$1.93M |
| VAN DEN BERG MANAGEMENT I, INC | 835K | $29.6M | $2.02M | Added$1.36M |
| BANK OF AMERICA CORP /DE/ | 832.8K | $29.5M | $2.02M | Added$524.2K |
| 3EDGE Asset Management, LP | 863.4K | $29.5M | $802.9K | Cut−$2.18M |
| OSAIC HOLDINGS, INC. | 815.5K | $28.9M | $1.97M | Cut−$6.65M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 799.6K | $28.3M | $1.93M | Cut−$4M |
| Basepoint Wealth LLC | 788.3K | $27.9M | $1.91M | Cut−$5.14M |
| BANK OF MONTREAL /CAN/ | 763K | $27.1M | $1.91M | Cut−$3.69M |
| SCOTIA CAPITAL INC. | 750.3K | $26.3M | $1.03M | Cut−$5.23M |
| CIBC WORLD MARKET INC. | 724.5K | $25.7M | $1.71M | Added$2.38M |
| NATIONAL BANK OF CANADA /FI/ | 692.9K | $24.3M | $1.43M | Added$4.94M |
| TCP Asset Management, LLC | 657.9K | $23.3M | $1.3M | Added$5.51M |
| Private Advisor Group, LLC | 638.6K | $22.6M | $1.53M | Added$1.79M |
| Integrated Wealth Concepts LLC | 637.5K | $22.6M | $1.26M | Added$5.42M |
| Marex Group plc | 635.1K | $22.5M | $1.54M | Added$643.6K |
| Cannell & Spears LLC | 617.3K | $21.9M | $1.49M | Added$1.58M |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 601.7K | $21.3M | $1.25M | Added$4.24M |
| O'Brien Greene & Co. Inc | 581.4K | $20.6M | $1.37M | Added$1.93M |
| Cyndeo Wealth Partners, LLC | 563.1K | $20M | $1.36M | Cut−$3.04M |
| Meixler Investment Management, Ltd. | 548.7K | $19.4M | $1.3M | Cut−$159.5K |
| FIDELIS CAPITAL PARTNERS, LLC | 543.9K | $19.3M | $1.32M | Added$1.32M |
| Laird Norton Wetherby Trust Company, LLC | 542K | $19.2M | $1.31M | Added$432.4K |
| Wealthcare Advisory Partners LLC | 539K | $19.1M | $1.23M | Added$2.38M |
| Kingsview Wealth Management, LLC | 536.5K | $19M | $819.1K | Added$7.84M |
| BIP Wealth, LLC | 506.7K | $18M | $1.19M | Added$1.73M |
| K.J. Harrison & Partners Inc | 505.3K | $17.9M | $636.8K | Added$9.04M |
| Intesa Sanpaolo Wealth Management | 503.2K | $17.8M | $488.8K | Added$11.2M |
| Prospera Financial Services Inc | 489.8K | $17.4M | $1.16M | Added$1.51M |
| Weiss Asset Management LP | 484.1K | $17.2M | — | New |
| Baird Financial Group, Inc. | 481K | $17M | $1.13M | Added$1.65M |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 469.6K | $16.6M | $1.14M | Cut−$1.26M |
| TD Waterhouse Canada Inc. | 461.5K | $16.6M | $1.11M | Added$3.9M |
| Sanctuary Advisors, LLC | 467.1K | $16.6M | $1.03M | Added$2.46M |
| JOHNSON INVESTMENT COUNSEL INC | 456.7K | $16.2M | — | New |
| Tidal Investments LLC | 454.5K | $16.1M | $1.1M | Cut−$9.07M |
| Mountain Lake Investment Management LLC | 450.3K | $16M | $1.09M | Added$1.06M |
| Vident Advisory, LLC | 445.6K | $15.8M | $880.5K | Added$3.78M |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 443.3K | $15.7M | $1.07M | Added$330.7K |
| JP Wealth Management, Inc. | 432.6K | $15.3M | $1.04M | Added$1.14M |
| Essential Partners LLC | 419.9K | $14.9M | $1.01M | Added$1.15M |
| Essex Financial Services, Inc. | 405K | $14.4M | $973.5K | Added$1.07M |
| Summit Financial, LLC | 399.3K | $14.2M | $966.3K | Added$306K |
| Global Endowment Management, LP | 396K | $14M | $958K | Added$958K |
| Harbour Wealth Management Group, Inc. | 387.9K | $13.7M | $938.7K | Added$713K |
| Knoll Capital Management, LLC | 387.1K | $13.7M | — | New |
| Farther Finance Advisors, LLC | 378.9K | $13.7M | $1.17M | Added$1.05M |
| Accordant Advisory Group Inc | 378.7K | $13.4M | $870.5K | Added$1.54M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 375.6K | $13.3M | — | Held |
| Asset One Wealth Management LLC | 373.3K | $13.2M | $160.2K | Added$485.5K |
| TRANSCEND CAPITAL ADVISORS, LLC | 373.2K | $13.2M | $890.5K | Added$1.07M |
| Guild Investment Management, Inc. | 362.9K | $12.9M | $878.1K | Added$846K |
| Kera Capital Partners, Inc. | 361.4K | $12.8M | −$363.3K | Cut−$179.5K |
| Ancora Advisors LLC | 347.9K | $12.3M | $842K | Added$822K |
| LexAurum Advisors, LLC | 345.3K | $12.2M | — | Held |
| FULCRUM WEALTH ADVISORS, LLC | 341.2K | $12.1M | $825.6K | Added$707.1K |
| Advisory Services Network, LLC | 332.3K | $11.8M | $755.7K | Added$1.47M |
| TrustWell Financial Advisors, LLC | 329K | $11.7M | $796.2K | Added$11.5K |
| Blueprint Investment Partners LLC | 328.5K | $11.6M | $720.1K | Added$1.82M |
| Blueprint Financial Advisors LLC | 328.5K | $11.6M | $720.1K | Added$1.82M |
| Pacific Sage Partners, LLC | 327.8K | $11.6M | $779.2K | Added$984.3K |
| SMI Advisory Services, LLC | 312.7K | $11M | $68.8K | Cut−$312.8K |
| MAI Capital Management | 303.3K | $10.7M | $732.8K | Added$750.9K |
| Mariner, LLC | 295.1K | $10.5M | $714.1K | Cut−$844.1K |
| Proactive Wealth Strategies LLC | 287K | $10.2M | $347.3K | Added$5.43M |
| JPMORGAN CHASE & CO | 289.8K | $9.89M | $324.6K | Cut−$1.62M |
| MONEY CONCEPTS CAPITAL CORP | 276.3K | $9.79M | $608.1K | Added$1.5M |
| Biltmore Family Office, LLC | 275K | $9.75M | $665.5K | Added$153.7K |
| Ausdal Financial Partners, Inc. | 272.8K | $9.67M | $660.2K | Added$135.1K |
| Phraction Management LLC | 266.5K | $9.44M | $569.8K | Added$1.67M |
| MERCER GLOBAL ADVISORS INC /ADV | 256.5K | $9.09M | $314.6K | Added$4.79M |
| Hubbell Strickland Wealth Management, LLC | 250.7K | $8.89M | $606.8K | Added$475.5K |
| ArchPoint Investors | 249.2K | $8.83M | $600.6K | Added$636.1K |
| PFG Investments, LLC | 245.6K | $8.7M | $594.4K | Added$156.7K |
| World Investment Advisors | 245.1K | $8.69M | $502.6K | Added$1.83M |
| BLAIR WILLIAM & CO/IL | 241.7K | $8.56M | $584.8K | Added$303.8K |
| Dakota Wealth Management | 237.1K | $8.4M | $485.5K | Added$1.78M |
| NewEdge Wealth, LLC | 234.1K | $8.3M | $566.6K | Cut−$319.3K |
| Alpha Advisors, LLC/VA | 233.7K | $8.28M | $551.3K | Added$759.7K |
| CAMELOT TECHNOLOGY ADVISORS, INC. | 233.6K | $8.28M | $556.3K | Added$688.1K |
| Steward Partners Investment Advisory, LLC | 230.4K | $8.17M | $557.7K | Cut−$634K |
| Elevate Capital Advisors, LLC | 227.4K | $8.06M | $500.1K | Added$1.23M |
| Brookstone Capital Management | 227.2K | $8.05M | $549.7K | Added$404.6K |
| OBERNDORF WILLIAM E | 224.4K | $7.95M | $543.1K | Cut−$5.63M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 222.1K | $7.87M | $537.5K | Cut−$1.48M |
| PNC Financial Services Group, Inc. | 221.2K | $7.84M | $535.3K | Added$351.7K |
| Latigo Investments, LLC | 214.1K | $7.59M | $518.2K | Added$518.2K |
| Eaton Financial Holdings Company, LLC | 213.6K | $7.57M | $495.6K | Added$807K |
| Warwick Investment Management, Inc. | 209.4K | $7.42M | $506.7K | Added$506.7K |
| OPPENHEIMER & CO INC | 209.1K | $7.41M | $506K | Added$267.8K |
| Palumbo Wealth Management LLC | 203.9K | $7.22M | $493.3K | Added$478.7K |
| Creative Planning | 201K | $7.12M | $486.4K | Cut−$32.4K |
| Icahn Capital | 200.1K | $7.09M | $483.8K | Added$489.2K |
| Manatuck Hill Partners, LLC | 200K | $7.09M | $484K | Cut−$1.17M |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 199.4K | $7.07M | $482.6K | Added$344K |
| Lifetime Wealth Management P.C. | 196.7K | $6.97M | $471.9K | Added$532.7K |
| CERTUITY, LLC | 196.6K | $6.97M | $475.7K | Added$475.7K |
| Rothschild Wealth LLC | 196.4K | $6.96M | $475.4K | Added$365.6K |
| Chicago Capital, LLC | 187K | $6.63M | $452.5K | Added$452.5K |
| Ameritas Advisory Services, LLC | 182.2K | $6.46M | $441K | Cut−$247.8K |
| Geneos Wealth Management Inc. | 180.5K | $6.4M | $436.8K | Cut−$143.5K |
| Beaumont Financial Advisors, LLC | 176.3K | $6.25M | $426.7K | Added$197K |
| BROWN BROTHERS HARRIMAN & CO | 172.9K | $6.13M | $418.5K | Cut−$1.36M |
| Gladstone Institutional Advisory LLC | 171.1K | $6.06M | — | New |
| Abacus Planning Group, Inc. | 170.9K | $6.06M | $413.5K | Added$413.5K |
| Empire Financial Management Company, LLC | 165.5K | $5.87M | $390.2K | Added$541.9K |
| Pasadena Private Wealth, LLC | 165.3K | $5.86M | $400.1K | Cut−$2.74M |
| EVERGREEN CAPITAL MANAGEMENT LLC | 164.9K | $5.84M | $399K | Cut−$2.18M |
| Stratos Wealth Partners, LTD. | 163K | $5.78M | $394.5K | Added$337.4K |
| Greenfield Seitz Capital Management, LLC | 153.7K | $5.45M | $372.1K | Added$356.2K |
| Clearstead Advisors, LLC | 150K | $5.32M | $362.8K | Added$367.4K |
| Valued Retirements, Inc. | 149.6K | $5.3M | $362K | Added$326.9K |
| Entruity Wealth, LLC | 144.9K | $5.14M | $345.7K | Added$419.1K |
| Cauble & Harre Wealth Management, Inc. | 141.7K | $5.06M | $382.7K | Cut−$111.1K |
| Corient Private Wealth LLC | 141.8K | $5.03M | $343.2K | Cut−$1.53M |
| Golden State Equity Partners | 141.5K | $5.01M | — | New |
| NovaPoint Capital, LLC | 140.3K | $4.97M | $339.6K | Added$108.7K |
| McIlrath & Eck, LLC | 138K | $4.89M | — | New |
| KOM Wealth Management Group, LLC | 134.5K | $4.77M | $292.6K | Added$776K |
| Capital Group Private Client Services, Inc. | 130.1K | $4.61M | $314.8K | Added$306.1K |
| CIBC Bancorp USA Inc. | 128.4K | $4.55M | — | Held |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 128K | $4.54M | $309.8K | Cut−$489.6K |
| Rockefeller Capital Management L.P. | 127.7K | $4.53M | $309.1K | Cut−$307.7K |
| DAVENPORT & Co LLC | 123.9K | $4.39M | $286.9K | Added$474.8K |
| XTX Topco Ltd | 122.2K | $4.33M | $58.7K | Added$3.53M |
| Red Door Wealth Management, LLC | 114.9K | $4.07M | $278K | Added$278K |
| Quadrant Private Wealth Management, LLC | 114.2K | $4.05M | $272.4K | Added$330.7K |
| D.A. DAVIDSON & CO. | 113.9K | $4.04M | $239.7K | Added$765K |
| Bruce G. Allen Investments, LLC | 113.1K | $4.01M | $273.6K | Cut−$361.7K |
| Amitell Capital Pte Ltd | 112.3K | $3.98M | $271.8K | Cut−$1.39M |
| STEPHENS INC /AR/ | 110.1K | $3.9M | $84.5K | Added$2.75M |
| Grand Central Investment Group | 109.8K | $3.89M | $263.7K | Added$293.8K |
| Belpointe Asset Management LLC | 109.1K | $3.87M | $264.1K | Cut−$74.5K |
| New Harbor Financial Group, LLC | 108.7K | $3.85M | $263K | Added$208.6K |
| Fiduciary Trust Co | 103.6K | $3.67M | $250.8K | Added$27.8K |
| Apella Capital, LLC | 96.8K | $3.56M | $366.8K | Added$303.8K |
| BAILARD, INC. | 97.4K | $3.45M | $235.6K | Added$225.7K |
| Sonoma Private Wealth LLC | 96.3K | $3.41M | $196.7K | Added$729.8K |
| INSIGNEO ADVISORY SERVICES, LLC | 94.3K | $3.34M | $219.7K | Added$345K |
| Beaird Harris Wealth Management, LLC | 93K | $3.3M | $215.2K | Added$360.6K |
| Connective Portfolio Management, LLC | 85K | $3.29M | $480.5K | Added$480.5K |
| E&G Advisors, LP | 92.1K | $3.26M | $222.8K | Added$212K |
| IHT Wealth Management, LLC | 91.9K | $3.26M | $177.1K | Added$840K |
| Proficio Capital Partners LLC | 89.8K | $3.18M | $217.4K | Cut−$3.39M |
| J.W. COLE ADVISORS, INC. | 89K | $3.15M | $214K | Added$380K |
| HOLLENCREST CAPITAL MANAGEMENT | 88.8K | $3.15M | $214.8K | Added$151.7K |
| AE Wealth Management LLC | 88.6K | $3.14M | $200.1K | Added$411.6K |
| M. Kulyk & Associates, LLC | 88.1K | $3.12M | — | New |
| Cypress Capital Management LLC (WY) | 87.6K | $3.1M | $209.2K | Added$247.8K |
| SPIREPOINT PRIVATE CLIENT, LLC | 87.2K | $3.09M | $210.2K | Added$220.3K |
| Guardian Partners Inc. | 85.3K | $3.02M | −$144.5K | Cut−$135.2K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 84.6K | $3M | $204.7K | Cut−$79.7K |
| Montis Financial, LLC | 84.4K | $2.99M | $204.3K | Added$141.3K |
| Gateway Wealth Partners, LLC | 82.6K | $2.93M | $51.9K | Added$2.22M |
| HARBOUR INVESTMENTS, INC. | 80.7K | $2.86M | $172.9K | Added$502.4K |
| Freestone Capital Holdings, LLC | 79.9K | $2.83M | $192.6K | Added$204.4K |
| Moors & Cabot, Inc. | 78.8K | $2.79M | $190.8K | Added$102.2K |
| CreativeOne Wealth, LLC | 78.2K | $2.77M | $189.2K | Cut−$788.7K |
| North Star Investment Management Corp. | 76.4K | $2.71M | $184.9K | Added$184.9K |
| Wealth Management Associates, Inc. | 76.4K | $2.71M | $184.8K | Added$97.2K |
| HC Advisors, LLC | 75.5K | $2.68M | $173K | Added$315.7K |
| GREAT VALLEY ADVISOR GROUP, INC. | 74.9K | $2.66M | $181.3K | Cut−$306.5K |
| Cerity Partners LLC | 74.3K | $2.64M | $181.2K | Cut−$168K |
| Wakefield Asset Management LLLP | 74.5K | $2.64M | $180.3K | Added$157.3K |
| SENTINEL PENSION ADVISORS, LLC | 73.4K | $2.6M | $170.6K | Added$273.6K |
| CITY NATIONAL BANK OF FLORIDA /MSD | 72.5K | $2.57M | $139.9K | Added$661.1K |
| Vise Technologies, Inc. | 76.8K | $2.54M | $0 | Held |
| MATRIX PRIVATE CAPITAL GROUP LLC | 70.4K | $2.5M | $95.9K | Added$1.19M |
| MML INVESTORS SERVICES, LLC | 70.1K | $2.48M | $143.2K | Added$530.8K |
| Apollon Wealth Management, LLC | 69.9K | $2.48M | $163.7K | Added$241.6K |
| Sumitomo Mitsui Trust Group, Inc. | 68.6K | $2.43M | $166K | Added$24K |
| HUB Investment Partners, LLC | 68.1K | $2.42M | — | New |
| CWM, LLC | 67.4K | $2.39M | $2.34M | Added$2.39M |
| RPS ADVISORY SOLUTIONS LLC | 66.7K | $2.36M | $161.4K | Cut−$746.1K |
| EverSource Wealth Advisors, LLC | 65.2K | $2.31M | $136.8K | Added$444.5K |
| St. James Investment Company, LLC | 64.9K | $2.3M | $157.1K | Cut−$563.9K |
| Aptus Capital Advisors, LLC | 64.2K | $2.27M | $155.3K | Added$138.8K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 64.1K | $2.27M | $155K | Added$130.3K |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 62.6K | $2.22M | $151.6K | Added$138.4K |
| KEYBANK NATIONAL ASSOCIATION/OH | 61.1K | $2.17M | $26.9K | Added$1.8M |
| G&S Capital LLC | 60.9K | $2.16M | $135.3K | Added$313.1K |
| Rossby Financial, LCC | 59.6K | $2.15M | $183.6K | Added$181.9K |
| AVENIR CORP | 60.3K | $2.14M | $145.9K | Added$145.9K |
| BANQUE PICTET & CIE SA | 60.2K | $2.13M | $145.6K | Added$145.6K |
| Quantinno Capital Management LP | 59.9K | $2.12M | $137.6K | Added$247.2K |
| ORG Wealth Partners, LLC | 59.6K | $2.11M | $144.4K | Cut−$224.1K |
| Holos Integrated Wealth LLC | 58.3K | $2.07M | — | New |
| Larson Financial Group LLC | 58.3K | $2.07M | $139.6K | Added$162.5K |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 58.1K | $2.06M | $140.6K | Added$140.6K |
| Financial Sense Advisors, Inc. | 57.6K | $2.04M | $37.8K | Added$1.53M |
| UBS Group AG | 57.6K | $2.04M | $139.4K | Cut−$280.9K |
| Baker Avenue Asset Management, LP | 57.5K | $2.04M | $139K | Added$82.9K |
| Waverly Advisors, LLC | 55.2K | $1.96M | $103.7K | Added$542.3K |
| Insight Wealth Partners, LLC | 54.5K | $1.93M | $131.8K | Cut−$492.2K |
| NWAM LLC | 54K | $1.91M | −$160.9K | Cut−$783.4K |
| Concurrent Investment Advisors, LLC | 53.9K | $1.91M | $130.5K | Cut−$1.19M |
| Verity Asset Management, Inc. | 53.8K | $1.91M | $110.2K | Added$402.3K |
| VanWeelden Wealth Management, LLC | 53.7K | $1.9M | $124.1K | Added$211.3K |
| TruNorth Capital Management, LLC | 53.5K | $1.9M | $129.5K | Added$129.5K |
| Hurley Capital, LLC | 52.3K | $1.85M | $123.8K | Added$163.9K |
| REBALANCE, LLC | 52.3K | $1.85M | $126.5K | Added$126.5K |
| ADE, LLC | 52.2K | $1.85M | $126.4K | Added$126.4K |
| Independent Family Office, LLC | 51.3K | $1.82M | $124.2K | Added$124.2K |
| Security National Bank | 50.9K | $1.81M | $123.3K | Added$123.3K |
| WADDELL & ASSOCIATES, LLC | 50.4K | $1.79M | $122.1K | Added$96.5K |
| Fort Point Capital Partners LLC | 50K | $1.77M | $13K | Added$13K |
| COMMERCE BANK | 49.7K | $1.76M | $119.5K | Added$131K |
| Collaborative Fund Advisors, LLC | 49K | $1.73M | — | Held |
| TWO SIGMA SECURITIES, LLC | 48.7K | $1.73M | $25.9K | Added$1.37M |
| StoneX Group Inc. | 48.7K | $1.73M | $117.5K | Added$91.3K |
| Lane Generational LLC | 45.9K | $1.63M | $111K | Added$111K |
| L2 Asset Management, LLC | 45.6K | $1.62M | $97.5K | Added$286K |
| Insight Advisors, LLC/ PA | 45.5K | $1.61M | $110.1K | Cut−$1.13K |
| Cypress Wealth Services, LLC | 44.9K | $1.59M | $101K | Added$214.6K |
| Compound Planning, Inc. | 44.8K | $1.59M | $56.7K | Added$814.8K |
| Independent Advisor Alliance | 44.8K | $1.59M | $43.9K | Added$987.8K |
| Focus Partners Wealth | 43.5K | $1.54M | $105.7K | Cut−$293.7K |
| Black Diamond Financial, LLC | 43.2K | $1.53M | — | New |
| Fielder Capital Group LLC | 42.2K | $1.5M | $102.1K | Added$102.1K |
| Sandy Cove Advisors, LLC | 42.2K | $1.5M | $102.1K | Added$102.1K |
| Rehmann Capital Advisory Group | 42K | $1.49M | $101.5K | Added$101.5K |
Who left
- Polar Asset Management Partners Inc.$200.1M
- Pekin Hardy Strauss, Inc.$142.6M
- TIAA TRUST, NATIONAL ASSOCIATION$12.4M
- Quilter Plc$7.8M
- Pictet Asset Management Holding SA$4.27M
- True North Advisors, LLC$1.01M
- McAlvany Wealth Management LLC$781.1K
- Asset Allocation Strategies LLC$590.2K
- IFG Advisory, LLC$530.7K
- AXXCESS WEALTH MANAGEMENT, LLC$489.9K
- PRINCIPAL SECURITIES, INC.$416.1K
- Compound Global Advisors, LLC$347.4K
- Sovran Advisors, LLC$337.2K
- Citadel$330.2K
- TIEMANN INVESTMENT ADVISORS, LLC$330.2K
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.