Stock
Vanguard Specialized Funds
Ticker not mapped · held by 2,493 managers
Reported value
$45.1B
Holders
2,493
+101 new · −96 exited
Holders’ est. mark
−$811.2M
Price effect on 244 books still in the name
Largest holder
$4.66B
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $46.6M
- Fidelity0.0% · $107.5M
- Renaissance Technologies0.0% · $2.09M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 21.7M | $4.66B | −$102.3M | Cut−$775.2M |
| MORGAN STANLEY | 13M | $2.8B | −$60.3M | Cut−$7.73M |
| WELLS FARGO & COMPANY/MN | 10.8M | $2.32B | −$50.9M | Cut−$56.1M |
| Vanguard Global Advisers, LLC | 10.6M | $2.29B | — | Held |
| Wealthfront Advisers LLC | 9M | $1.93B | −$42.5M | Cut−$236.3M |
| LPL Financial LLC | 7M | $1.51B | −$32.6M | Cut−$12.7M |
| UBS Group AG | 6.33M | $1.36B | −$29.5M | Cut−$14.1M |
| RAYMOND JAMES FINANCIAL INC | 5.72M | $1.23B | −$26.4M | Added$1.38M |
| HB Wealth Management, LLC | 5.76M | $1.23B | −$26.8M | Cut−$14.5M |
| ROYAL BANK OF CANADA | 4.14M | $890.7M | −$19.5M | Cut−$23.4M |
| JPMORGAN CHASE & CO | 3.2M | $673.3M | −$29M | Cut−$39.8M |
| ENVESTNET ASSET MANAGEMENT INC | 2.5M | $537M | −$10.8M | Added$32M |
| PRUDENTIAL FINANCIAL INC | 2.49M | $535M | −$15.9M | Cut−$63.1M |
| AMERIPRISE FINANCIAL INC | 2.45M | $526.2M | −$11.7M | Cut−$49.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.37M | $510.6M | −$11.2M | Cut−$54.6M |
| HighTower Advisors, LLC | 2.35M | $505.7M | −$11.1M | Cut−$12.6M |
| SIGNATUREFD, LLC | 2.2M | $473.8M | −$10.1M | Added$1.93M |
| JONES FINANCIAL COMPANIES LLLP | 2.06M | $433.3M | −$15.6M | Added$51.7M |
| OSAIC HOLDINGS, INC. | 1.95M | $420.4M | −$8.97M | Added$5.25M |
| Modera Wealth Management, LLC | 1.61M | $346.8M | −$7.32M | Added$6.01M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.59M | $341.4M | −$7.44M | Cut−$5.02M |
| Corient Private Wealth LLC | 1.54M | $328.1M | −$11.4M | Cut−$17.7M |
| Mariner, LLC | 1.36M | $293.2M | −$6.44M | Cut−$12.8M |
| Joel Isaacson & Co., LLC | 1.35M | $290.1M | −$6.22M | Added$400.3K |
| Waverly Advisors, LLC | 1.25M | $269.7M | −$5.74M | Added$2.35M |
| CAPTRUST FINANCIAL ADVISORS | 1.23M | $264.8M | −$5.77M | Cut−$15.5K |
| Creative Planning | 1.2M | $259.1M | −$5.32M | Added$11.5M |
| Howard Capital Management Inc. | 1.2M | $258.5M | −$5.67M | Cut−$12.2M |
| Cetera Investment Advisers | 1.17M | $252.3M | −$5.54M | Cut−$5.92M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.15M | $247.6M | −$9.45M | Cut−$104.8M |
| STIFEL FINANCIAL CORP | 1.04M | $222.7M | −$4.89M | Cut−$10M |
| BROWN ADVISORY INC | 986.3K | $212.1M | −$4.62M | Cut−$2.99M |
| MAI Capital Management | 976K | $209.9M | −$4.61M | Cut−$9.15M |
| Bank of New York Mellon Corp | 965.8K | $207.7M | −$4.56M | Cut−$27.3M |
| ASPIRIANT, LLC | 955.1K | $205.4M | −$4.5M | Cut−$4.26M |
| Cerity Partners LLC | 933.6K | $201M | −$3.83M | Added$12.5M |
| DAVENPORT & Co LLC | 853.8K | $183.6M | −$3.59M | Added$16.4M |
| TRUIST FINANCIAL CORP | 831.2K | $178.8M | −$3.92M | Cut−$9.7M |
| Rockefeller Capital Management L.P. | 824.5K | $177.3M | −$3.89M | Cut−$4.82M |
| Confluence Wealth Services, Inc. | 816.9K | $175.7M | −$3.64M | Added$6.12M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 791K | $170.1M | −$3.74M | Cut−$26.6M |
| Cresset Asset Management, LLC | 765.8K | $164.7M | −$3.61M | Cut−$6.53M |
| Nicholas Hoffman & Company, LLC. | 750.7K | $161.4M | −$3.53M | Cut−$2.91M |
| Robertson Stephens Wealth Management, LLC | 717.3K | $154.3M | — | New |
| GOLDMAN SACHS GROUP INC | 698.2K | $150.2M | −$3.3M | Cut−$7.52M |
| Diversified Enterprises, LLC | 690.3K | $148.5M | −$3.14M | Added$2.29M |
| Focus Partners Wealth | 688.7K | $148.2M | −$3.16M | Cut−$3.19M |
| BLAIR WILLIAM & CO/IL | 687.8K | $147.9M | −$3.18M | Cut−$121.5K |
| BANK OF MONTREAL /CAN/ | 686.8K | $147.7M | −$3.24M | Cut−$17.9M |
| Baird Financial Group, Inc. | 623.6K | $134.1M | −$2.94M | Cut−$6.74M |
| Private Advisor Group, LLC | 593.7K | $127.7M | −$2.8M | Cut−$7.98M |
| MERCER GLOBAL ADVISORS INC /ADV | 585.4K | $125.9M | −$3M | Cut−$44.2M |
| FIFTH THIRD BANCORP | 584.4K | $125.7M | −$2.31M | Added$18.2M |
| Kestra Advisory Services, LLC | 584.3K | $125.7M | −$2.55M | Added$6.75M |
| &PARTNERS | 570.8K | $122.7M | −$3.75M | Cut−$4.77M |
| TRUST POINT INC. | 565.3K | $121.6M | −$2.67M | Cut−$142.6M |
| GLENMEDE TRUST CO NA | 564.4K | $121.4M | −$2.66M | Cut−$4.09M |
| Fidelity | 499.8K | $107.5M | −$2.12M | Added$8.77M |
| MML INVESTORS SERVICES, LLC | 493.3K | $106.1M | −$2.33M | Cut−$23.8M |
| Steward Partners Investment Advisory, LLC | 492.7K | $106M | −$2.23M | Added$2.34M |
| Sanctuary Advisors, LLC | 490.1K | $105.4M | −$2.23M | Added$1.35M |
| TD PRIVATE CLIENT WEALTH LLC | 467.6K | $100.6M | −$2.21M | Cut−$2.57M |
| Horizon Investments, LLC | 439.4K | $94.5M | −$613.7K | Added$65.9M |
| PNC Financial Services Group, Inc. | 407.5K | $87.6M | −$1.8M | Added$3.68M |
| Haverford Trust Co | 402.8K | $86.6M | −$1.9M | Cut−$1.93M |
| 360 Financial, Inc. | 396.7K | $85.3M | −$1.79M | Added$1.72M |
| Independent Advisor Alliance | 388.7K | $83.6M | −$21.2K | Added$82.6M |
| Beacon Pointe Advisors, LLC | 378.9K | $81.5M | −$1.44M | Added$14.5M |
| IEQ CAPITAL, LLC | 374.5K | $80.5M | −$1.72M | Added$345.3K |
| Sequoia Financial Advisors, LLC | 361.5K | $77.7M | −$1.64M | Added$1.15M |
| FRANKLIN RESOURCES INC | 360K | $77.4M | −$1.7M | Cut−$21.9M |
| Stokes Family Office, LLC | 354.1K | $76.1M | −$1.62M | Added$789.5K |
| Systematic Alpha Investments, LLC | 353K | $75.9M | −$1.67M | Cut−$1.67M |
| Hubbell Strickland Wealth Management, LLC | 342.5K | $73.7M | −$1.62M | Cut−$1.99M |
| Brookstone Capital Management | 339.8K | $73.1M | −$1.56M | Added$562.1K |
| Baltimore-Washington Financial Advisors, Inc. | 326.4K | $70.2M | −$1.5M | Added$345K |
| WELLINGTON MANAGEMENT GROUP LLP | 323.5K | $69.6M | — | New |
| US BANCORP \DE\ | 319.9K | $68.8M | −$1.19M | Added$13.4M |
| Equitable Holdings, Inc. | 313.1K | $68.7M | −$87.9K | Added$8.39M |
| Perfromance Wealth Partners, LLC | 317.4K | $68.3M | −$1.48M | Cut−$881.5K |
| RWA WEALTH PARTNERS, LLC | 313.7K | $67.5M | −$1.42M | Added$1.28M |
| Paragon Capital Management Ltd | 302.2K | $65M | −$1.43M | Cut−$2.85M |
| PDS Planning, Inc | 283.2K | $60.9M | −$1.31M | Cut−$149K |
| Berkshire Money Management, Inc. | 279.6K | $60.1M | −$1.32M | Cut−$2.08M |
| Advisor OS, LLC | 276.3K | $59.4M | −$1.3M | Cut−$7.24M |
| True Link Financial Advisors, LLC | 273.4K | $58.8M | −$1.28M | Cut−$752.8K |
| MJP ASSOCIATES INC /ADV | 268.4K | $57.7M | −$1.27M | Cut−$6.93M |
| Provenance Wealth Advisors, LLC | 255.4K | $54.9M | −$1.21M | Cut−$3.49M |
| Wealth Architects, LLC | 251.3K | $54M | −$1.16M | Added$133.7K |
| Enclave Advisors LLC | 246.9K | $53.1M | −$1.17M | Cut−$5.19M |
| D.A. DAVIDSON & CO. | 245K | $52.7M | −$897.5K | Added$10.9M |
| GLOBALT Investments LLC / GA | 243.2K | $52.3M | −$1.14M | Cut−$621K |
| FOUNDERS FINANCIAL SECURITIES LLC | 226.5K | $50.5M | $423.4K | Added$19.9M |
| NORTHERN TRUST CORP | 230.2K | $49.5M | −$1.09M | Cut−$1.1M |
| Principle Wealth Partners LLC | 227.9K | $49M | −$1.08M | Cut−$1.91M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 227.6K | $48.9M | −$363.3K | Added$32M |
| Noble Family Wealth, LLC | 224.5K | $48.3M | −$1.06M | Cut−$1.38M |
| Intellus Advisors LLC | 223.1K | $48M | −$1.04M | Cut−$323.1K |
| New England Private Wealth Advisors LLC | 220.9K | $47.5M | −$1.04M | Cut−$2.17M |
| Icahn Capital | 216.9K | $46.6M | −$797.2K | Added$9.52M |
| ECLECTIC ASSOCIATES INC /ADV | 214.1K | $46M | −$952.7K | Added$1.96M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 208.3K | $44.8M | — | New |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 207.2K | $44.6M | −$605.4K | Added$16.4M |
| CITIGROUP INC | 201.4K | $43.3M | −$950.7K | Cut−$3.52M |
| HOWARD FINANCIAL SERVICES, LTD. | 200.6K | $43.1M | −$924.2K | Added$111.7K |
| E&G Advisors, LP | 200.8K | $43.1M | −$943K | Cut−$1.03M |
| Capital Advisors Wealth Management, LLC | 200.3K | $43.1M | −$945.7K | Cut−$2.31M |
| Farther Finance Advisors, LLC | 199.2K | $43M | −$571.4K | Added$12.3M |
| Aurdan Capital Management, LLC | 199.3K | $42.9M | −$900.9K | Added$904.2K |
| Mesirow Financial Investment Management, Inc. | 197K | $42.4M | −$603.6K | Added$14.3M |
| Pathstone Holdings, LLC | 196.8K | $42.3M | −$929K | Cut−$4.48M |
| Prime Capital Investment Advisors, LLC | 194.7K | $41.9M | −$890.9K | Added$385.7K |
| Concurrent Investment Advisors, LLC | 190.6K | $41M | −$882.4K | Cut−$101.1K |
| Connecticut Wealth Management, LLC | 189.7K | $40.8M | −$895.6K | Cut−$966.5K |
| Quantinno Capital Management LP | 187.1K | $40.2M | −$680.6K | Added$8.56M |
| TD Capital Management LLC | 187.1K | $40.2M | −$882.9K | Cut−$1.11M |
| Laurel Wealth Advisors LLC | 176.3K | $40.2M | $1.45M | Added$1.8M |
| WEST PACES ADVISORS INC. | 185.2K | $39.8M | −$830.5K | Added$1.16M |
| Ballentine Partners, LLC | 185.2K | $39.8M | −$873.9K | Cut−$2.45M |
| HARBOUR INVESTMENTS, INC. | 183.3K | $39.4M | −$277.3K | Added$26.5M |
| EVOKE WEALTH, LLC | 182.9K | $39.3M | −$848.2K | Cut−$168.1K |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 180.4K | $38.8M | −$839.9K | Cut−$321.1K |
| Prodigy Asset Management LLC | 178.8K | $38.5M | −$814.7K | Added$524.4K |
| FIDELIS iM, LLC | 178.2K | $38.3M | −$810.4K | Added$581.7K |
| Florida Trust Wealth Management Co | 177.2K | $38.1M | −$836.2K | Cut−$1.36M |
| RATIONAL ADVISORS, INC. | 176.1K | $37.9M | −$831.2K | Cut−$1.32M |
| Crews Bank & Trust | 175.1K | $37.7M | −$812.6K | Cut−$185.7K |
| Avantax Planning Partners, Inc. | 174.5K | $37.5M | −$823.5K | Cut−$12M |
| Vise Technologies, Inc. | 169.6K | $37.3M | $0 | Held |
| American Financial Advisors, LLC | 173.1K | $37.2M | −$816.9K | Cut−$1.79M |
| AMG National Trust Bank | 170.9K | $36.8M | −$723.1K | Added$3.09M |
| Kohmann Bosshard Financial Services, LLC | 169.9K | $36.5M | −$808K | Cut−$623.5K |
| DIVERSIFIED TRUST CO | 168.3K | $36.2M | −$792.9K | Cut−$718.5K |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 161.3K | $34.7M | −$761.3K | Cut−$1.03M |
| Human Investing LLC | 160.8K | $34.6M | −$743.7K | Cut−$46.2K |
| Allworth Financial LP | 158.9K | $34.2M | −$749.9K | Cut−$855.9K |
| SAPIENT CAPITAL LLC | 157K | $33.8M | −$901.4K | Added$2.32M |
| EP Wealth Advisors, LLC | 156.6K | $33.7M | −$739K | Cut−$1.88M |
| Cornerstone Advisory, LLC | 154.7K | $33.3M | −$727.7K | Cut−$624.9K |
| Valmark Advisers, Inc. | 153.7K | $33.1M | −$722.4K | Cut−$570.3K |
| Clearstead Advisors, LLC | 152.5K | $32.8M | −$719.5K | Cut−$5.59M |
| Seneca Financial Advisors LLC | 150.2K | $32.3M | −$697K | Cut−$141.2K |
| FIRST MANHATTAN CO. LLC. | 147K | $31.6M | −$693.7K | Cut−$769.1K |
| Pinnacle Financial Partners, Inc. | 146.6K | $31.5M | −$690.2K | Cut−$3.21M |
| Advisory Alpha, LLC | 145.1K | $31.2M | −$685.1K | Cut−$1.19M |
| Crane Advisory, LLC | 137.7K | $31M | −$100.6K | Cut−$198.3K |
| STUDIO INVESTMENT MANAGEMENT LLC | 143.7K | $30.9M | −$678.3K | Cut−$755K |
| NATIONAL BANK OF CANADA /FI/ | 142.3K | $30.6M | −$581.3K | Added$3.67M |
| Buska Wealth Management, LLC | 142.2K | $30.6M | −$670.9K | Cut−$4.41M |
| Firestone Capital Management | 141.2K | $30.4M | −$654.5K | Cut−$102.7K |
| M&T Bank Corp | 139.3K | $30M | −$657.5K | Cut−$3.71M |
| KilterHowling LLC | 137.3K | $29.5M | −$639.9K | Cut−$265K |
| TD Waterhouse Canada Inc. | 135.6K | $29.2M | −$313.5K | Added$13.5M |
| ProVise Management Group, LLC | 135.4K | $29.1M | −$639.4K | Cut−$788.6K |
| Resonant Capital Advisors, LLC | 133.9K | $28.8M | −$593.1K | Added$1.2M |
| Arlington Trust Co LLC | 132.4K | $28.5M | −$624.7K | Cut−$8.29M |
| CARY STREET PARTNERS FINANCIAL LLC | 132.3K | $28.4M | −$624.2K | Cut−$762K |
| AGF MANAGEMENT LTD | 128.7K | $27.7M | −$607.4K | Cut−$776.2K |
| Cascades Capital Asset Management, LLC | 128.3K | $27.6M | −$526.9K | Added$3.05M |
| CWM, LLC | 128.1K | $27.6M | $26.9M | Added$27.5M |
| EverSource Wealth Advisors, LLC | 126.8K | $27.3M | −$591.7K | Cut−$287.4K |
| Compton Wealth Advisory Group, LLC | 123.6K | $26.7M | −$505.6K | Cut−$436.6K |
| SCOTIA CAPITAL INC. | 123.1K | $26.5M | −$578.2K | Cut−$3.94M |
| Granite FO LLC | 121.3K | $26.1M | −$572.7K | Cut−$970.1K |
| Stratos Wealth Partners, LTD. | 120.3K | $25.9M | −$566.4K | Cut−$508.5K |
| BlackRock, Inc. | 119.2K | $25.6M | −$562.7K | Cut−$9.44M |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 119.2K | $25.6M | −$562.6K | Cut−$1.26M |
| NORTHEAST INVESTMENT MANAGEMENT | 118.6K | $25.5M | −$560K | Cut−$1.58M |
| PFG Advisors | 118.3K | $25.4M | −$525.1K | Added$979.5K |
| Mutual Advisors, LLC | 117.6K | $25.3M | −$555K | Cut−$1.13M |
| Ariston Services Group | 0 | $25.2M | — | Cut−$553.3K |
| Capital Advantage, Inc. | 117.2K | $25.2M | −$552.1K | Cut−$499.2K |
| Compass Financial Group, INC/SD | 117K | $25.2M | −$548K | Cut−$342.4K |
| Allen Investment Management, LLC | 116.3K | $25M | −$498.5K | Added$1.79M |
| Americana Partners, LLC | 116.1K | $25M | −$542.4K | Cut−$281.7K |
| Goepper Burkhardt LLC | 115.9K | $24.9M | −$544K | Cut−$415.2K |
| Prepared Retirement Institute LLC | 115.1K | $24.8M | −$534.3K | Cut−$126.4K |
| Graves Light Lenhart Wealth, Inc. | 115K | $24.7M | −$542.6K | Cut−$684K |
| KINTRA WEALTH, LLC | 114.9K | $24.7M | −$473.2K | Added$2.67M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 114.8K | $24.7M | −$514.7K | Added$720.8K |
| MONTAG A & ASSOCIATES INC | 114.7K | $24.7M | −$541.4K | Cut−$670.2K |
| Vestmark Advisory Solutions, Inc. | 114.6K | $24.6M | −$409.9K | Added$5.56M |
| Kingsview Wealth Management, LLC | 114.4K | $24.6M | −$456.7K | Added$3.35M |
| Wharton Business Group, LLC | 114K | $24.5M | −$538K | Cut−$541.3K |
| Carr Financial Group Corp | 113.8K | $24.5M | −$537.1K | Cut−$1.89M |
| GEN Financial Management, INC. | 113.7K | $24.5M | −$535.3K | Cut−$477K |
| SouthState Bank Corp | 111.5K | $24M | −$526K | Cut−$506.4K |
| STEPHENS INC /AR/ | 111.2K | $23.9M | −$522.2K | Cut−$406.1K |
| Focus Financial Network, Inc. | 109.3K | $23.5M | −$499K | Added$259.5K |
| Western Wealth Management, LLC | 108.1K | $23.2M | −$479.9K | Added$904.9K |
| SimpliFi, Inc. | 105.8K | $22.8M | −$494.9K | Cut−$279.8K |
| BURNS J W & CO INC/NY | 105.4K | $22.7M | −$487.1K | Cut−$21.8K |
| NewEdge Wealth, LLC | 105.4K | $22.7M | −$497.5K | Cut−$1.46M |
| IFP Advisors, Inc | 104.7K | $22.5M | −$494.4K | Cut−$765.8K |
| Family CFO Inc | 104.3K | $22.4M | −$489.9K | Cut−$380.4K |
| Clarity Wealth Advisors, LLC | 104.1K | $22.4M | −$480.3K | Added$28.9K |
| Snowden Capital Advisors LLC | 102.4K | $22M | −$477.4K | Cut−$200.8K |
| SBI Securities Co., Ltd. | 101.3K | $21.8M | −$477.2K | Cut−$440.7K |
| Wealthcare Advisory Partners LLC | 101K | $21.7M | −$476.7K | Cut−$2.89M |
| Coastline Complete Wealth LLC | 101K | $21.7M | −$417.8K | Added$2.26M |
| Wingate Wealth Advisors, Inc. | 100.9K | $21.7M | −$417.4K | Added$2.26M |
| Flywheel Private Wealth LLC | 100.7K | $21.7M | −$469.8K | Cut−$223.7K |
| OneDigital Investment Advisors LLC | 100.7K | $21.7M | −$475.2K | Cut−$701.4K |
| Mittelman Wealth Management | 100.6K | $21.6M | −$462.3K | Added$101.4K |
| ROMANO BROTHERS AND COMPANY | 100.5K | $21.6M | −$469.1K | Cut−$230.8K |
| Fusion Capital, LLC | 100.4K | $21.6M | −$474K | Cut−$864.3K |
| JT Stratford LLC | 100.3K | $21.6M | −$473.4K | Cut−$551.4K |
| Jackson, Grant Investment Advisers, Inc. | 100K | $21.5M | −$471.7K | Cut−$568K |
| Roof Eidam Maycock Peralta, LLC | 99.6K | $21.4M | −$461.4K | Cut−$55.5K |
| Lido Advisors, LLC | 99.5K | $21.4M | −$199.6K | Cut−$1.14M |
| SCS Capital Management LLC | 99.2K | $21.3M | −$468.2K | Cut−$2.83M |
| Retirement Planning Group, LLC | 97.9K | $21M | −$462K | Cut−$3.16M |
| CreativeOne Wealth, LLC | 97.7K | $21M | −$458.2K | Cut−$319.5K |
| Addison Advisors LLC | 97.7K | $21M | −$454.6K | Cut−$164.1K |
| Associated Banc-Corp | 97.4K | $20.9M | −$459.6K | Cut−$594.5K |
| Juno Financial Group LLC | 97.2K | $20.9M | −$447.5K | Added$53.2K |
| Tradition Wealth Management, LLC | 96.7K | $20.8M | −$452.1K | Cut−$245.9K |
| Global Wealth Strategies & Associates | 96.1K | $20.7M | −$290.8K | Added$7.13M |
| KINGSWOOD WEALTH ADVISORS, LLC | 95.5K | $20.5M | −$430.2K | Added$501.6K |
| Carnegie Investment Counsel | 95.2K | $20.5M | −$449.4K | Cut−$2.39M |
| AMARA FINANCIAL, LLC. | 95.1K | $20.5M | −$448.8K | Cut−$1.07M |
| Gladstone Institutional Advisory LLC | 94.3K | $20.3M | −$432.3K | Added$138.4K |
| Family Manage LLC | 93.1K | $20M | −$439.5K | Cut−$579.2K |
| Wheelhouse Advisory Group LLC | 92.8K | $20M | −$582.4K | Cut−$163.5K |
| JNBA Financial Advisors | 92.6K | $19.9M | −$437K | Cut−$1.23M |
| Snider Financial Group | 91.9K | $19.8M | −$433.7K | Cut−$1.48M |
| HBK Sorce Advisory LLC | 86.6K | $19.7M | −$119.8K | Added$1.05M |
| Aprio Wealth Management, LLC | 91.7K | $19.7M | −$19.6M | Cut−$139.6K |
| FORBES J M & CO LLP | 90.4K | $19.4M | −$414.7K | Added$135.6K |
| Gerald Baker Financial Group LLC | 90.3K | $19.4M | — | Held |
| SMITH, MOORE & CO. | 88.7K | $19.1M | −$415K | Cut−$259.7K |
| Hapanowicz & Associates Financial Services, Inc | 88.7K | $19.1M | −$409.8K | Added$37.3K |
| CENTRAL TRUST Co | 88.2K | $19M | −$416.5K | Cut−$962.2K |
| Curi Capital, LLC | 87.6K | $18.8M | −$409.4K | Cut−$215K |
| Whitegate Investment Counselors, Inc. | 87.5K | $18.8M | −$412.8K | Cut−$610.8K |
| FLAGSHIP HARBOR ADVISORS, LLC | 87.4K | $18.8M | −$412.9K | Cut−$458.6K |
| Sound View Wealth Advisors Group, LLC | 87.4K | $18.8M | −$412.4K | Cut−$516.6K |
| Gotham Asset Management, LLC | 87.1K | $18.7M | −$390.8K | Added$537.4K |
| Annex Advisory Services, LLC | 86.7K | $18.6M | −$409.2K | Cut−$1.42M |
| Mirae Asset Global Investments Co., Ltd. | 85.9K | $18.5M | −$405.3K | Cut−$2.64M |
| CITIZENS FINANCIAL GROUP INC/RI | 85.7K | $18.4M | −$404.6K | Cut−$1.31M |
| Cornerstone Wealth Management, LLC | 85.1K | $18.3M | −$401.9K | Cut−$2.79M |
| ROTHSCHILD INVESTMENT LLC | 85.1K | $18.3M | −$397.9K | Cut−$220K |
| BIP Wealth, LLC | 84.5K | $18.2M | −$398.8K | Cut−$1.9M |
| Aptus Capital Advisors, LLC | 83.6K | $18M | −$374.9K | Added$527.3K |
| Councilmark Asset Management, LLC | 83.3K | $17.9M | −$368.3K | Added$764.8K |
| Merit Financial Group, LLC | 83.2K | $17.9M | −$361.6K | Added$1.05M |
| CM WEALTH ADVISORS LLC | 82.8K | $17.8M | −$390.8K | Cut−$1.17M |
| HANOVER ADVISORS INC | 82.6K | $17.8M | −$389.9K | Cut−$417.4K |
| CAHILL FINANCIAL ADVISORS INC | 81.3K | $17.5M | −$383.8K | Cut−$780.5K |
Who left
- NewEdge Advisors, LLC$78.3M
- J.W. COLE ADVISORS, INC.$16.6M
- IFG Advisory, LLC$10.3M
- TFB Advisors LLC$6.09M
- First Long Island Investors, LLC$5.53M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.82M
- Elevation Capital Advisory, LLC$4.01M
- LeClair Wealth Partners LLC$2.88M
- Cornell Pochily Investment Advisors, Inc.$2.73M
- GK Wealth Management LLC$2.5M
- waypoint wealth counsel$2.49M
- Coppell Advisory Solutions LLC$1.92M
- UNITED SERVICES AUTOMOBILE ASSOCIATION$1.85M
- Tradewinds, LLC.$1.74M
- Sagace Wealth Management LLC$1.56M
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.