Stock
Reported value
$7.97B
Holders
558
+56 new · −29 exited
Holders’ est. mark
$197.9M
Price effect on 234 books still in the name
Largest holder
$2.26B
ASSETMARK, INC
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $1.97M
- Icahn Capital0.0% · $3.75M
- Fidelity0.0% · $4.5M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| ASSETMARK, INC | 15.6M | $2.26B | $58.5M | Added$82.5M |
| BANK OF AMERICA CORP /DE/ | 4.64M | $672.5M | $17.1M | Added$34.2M |
| MORGAN STANLEY | 3.07M | $444.6M | $11.3M | Added$24M |
| AMERIPRISE FINANCIAL INC | 2.28M | $330.4M | $8.56M | Added$16.8M |
| UBS Group AG | 1.73M | $250.2M | $6.54M | Cut−$3.77M |
| Merit Financial Group, LLC | 1.34M | $193.8M | $4.78M | Added$15.7M |
| ENVESTNET ASSET MANAGEMENT INC | 1.27M | $184.3M | $4.82M | Added$250.4K |
| PNC Financial Services Group, Inc. | 1.16M | $168.3M | $4.4M | Cut−$4.45M |
| LPL Financial LLC | 1.08M | $157M | $4.07M | Added$5.55M |
| WELLS FARGO & COMPANY/MN | 1M | $145.6M | $3.81M | Added$3.79M |
| HighTower Advisors, LLC | 835.2K | $121.1M | $3.17M | Added$2.8M |
| RAYMOND JAMES FINANCIAL INC | 790K | $114.5M | $2.72M | Added$13M |
| Black Diamond Financial, LLC | 737.3K | $106.9M | $2.79M | Cut−$2.81M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 733.2K | $106.3M | $2.78M | Cut−$1.1M |
| ROYAL BANK OF CANADA | 727.5K | $105.4M | $2.54M | Added$10.8M |
| OSAIC HOLDINGS, INC. | 694K | $100.6M | $801.7K | Added$70.2M |
| JPMORGAN CHASE & CO | 592.6K | $84.5M | $871.2K | Added$184.4K |
| Sequoia Financial Advisors, LLC | 546.7K | $79.3M | $2.07M | Cut−$616.6K |
| Rockefeller Capital Management L.P. | 484.2K | $70.2M | $1.8M | Added$3.31M |
| Strategic Investment Advisors / MI | 434.4K | $63M | $1.26M | Added$16.1M |
| Baird Financial Group, Inc. | 383.5K | $55.6M | $1.36M | Added$4.87M |
| Praetorian Wealth Management, Inc. | 368.7K | $55M | $2.83M | Added$5.74M |
| Kestra Advisory Services, LLC | 374.8K | $54.3M | $1.3M | Added$6.08M |
| Prosperity Consulting Group, LLC | 373.1K | $54.1M | $1.4M | Added$1.93M |
| PETREDIS INVESTMENT ADVISORS LLC | 367.4K | $53.3M | $1.38M | Added$1.92M |
| STIFEL FINANCIAL CORP | 365.8K | $53M | $1.33M | Added$3.31M |
| Cetera Investment Advisers | 342K | $49.6M | $1.21M | Added$4.6M |
| Apriem Advisors | 315.4K | $45.7M | $959.9K | Added$9.96M |
| COMMONWEALTH EQUITY SERVICES, LLC | 292K | $42.3M | $1.11M | Cut−$5.87M |
| Pure Financial Advisors, LLC | 290.9K | $42.2M | $1.1M | Added$250.4K |
| Cerity Partners LLC | 260.7K | $38.4M | $92.2K | Added$36.2M |
| BHK Investment Advisors, LLC | 220.5K | $32M | $835.8K | Cut−$633.9K |
| BTG Pactual Asset Management US LLC | 214.3K | $31.1M | $2.67M | Added$5.6M |
| Smartleaf Asset Management LLC | 216.7K | $30.9M | $112.8K | Cut−$429K |
| Bernardo Wealth Planning LLC | 211.8K | $30.7M | $802.9K | Cut−$415.7K |
| Integrated Capital Management, LLC | 206.2K | $29.9M | $762.2K | Added$1.5M |
| Braeburn Wealth Management LLC | 201.9K | $29.3M | $694K | Added$3.4M |
| Capital Advantage, Inc. | 197.7K | $28.7M | $747.6K | Added$814.1K |
| Zeit Capital LLC | 188.9K | $27.4M | $716.1K | Added$553K |
| Beacon Pointe Advisors, LLC | 183.3K | $26.6M | $64.7K | Added$24.2M |
| TITLEIST ASSET MANAGEMENT, LLC | 183.1K | $26.5M | $613.6K | Added$3.69M |
| ETF Portfolio Partners, Inc. | 176.3K | $25.6M | $662.4K | Added$881.7K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 176.1K | $25.5M | $640.3K | Added$1.67M |
| Graney & King, LLC | 174.2K | $25.2M | $639K | Added$1.45M |
| Savant Capital, LLC | 158.6K | $23M | $600.3K | Added$633.8K |
| Breakwater Capital Group | 156.4K | $22.7M | $553.9K | Added$2.04M |
| Bison Wealth, LLC | 143.1K | $22.2M | $1.53M | Added$2.2M |
| Marmo Financial Group, LLC | 151.2K | $21.9M | $571.5K | Added$642.5K |
| Wealthcare Advisory Partners LLC | 149.2K | $21.6M | $558.3K | Added$829.8K |
| Sheridan Capital Management, LLC | 149.2K | $21.6M | $548.5K | Added$1.19M |
| Avior Wealth Management, LLC | 148.7K | $21.5M | $478.5K | Cut−$5.59M |
| HARBOUR INVESTMENTS, INC. | 142.8K | $20.7M | $524.2K | Added$1.18M |
| MEANS INVESTMENT CO., INC. | 136.7K | $19.8M | $518.2K | Added$84.4K |
| Arax Advisory Partners | 130.1K | $18.9M | $469.4K | Added$1.37M |
| Cresset Asset Management, LLC | 126K | $18.3M | $474.7K | Added$576.2K |
| KICKSTAND VENTURES, LLC. | 122.1K | $17.7M | $456.6K | Added$685.6K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 121.4K | $17.6M | $449.2K | Added$871.8K |
| D.A. DAVIDSON & CO. | 119.5K | $17.3M | $438.9K | Added$971K |
| Pachira Investments Inc. | 117.7K | $17.1M | $379.4K | Added$2.94M |
| Waverly Advisors, LLC | 113.4K | $16.4M | $424.1K | Added$642.1K |
| Retirement Management Systems Inc. | 113.3K | $16.4M | $429.6K | Added$219.5K |
| US BANCORP \DE\ | 111.6K | $16.2M | $419.5K | Added$575.2K |
| Annex Advisory Services, LLC | 111.4K | $16.1M | $350.5K | Added$3.1M |
| Creative Planning | 103.3K | $15M | $387K | Added$564.3K |
| MERCER GLOBAL ADVISORS INC /ADV | 102.2K | $14.8M | $106.9K | Added$10.8M |
| Avid Wealth Partners LLC | 100.9K | $14.6M | $362.7K | Added$1.11M |
| Private Advisor Group, LLC | 97.9K | $14.2M | $361.8K | Added$719.1K |
| HB Wealth Management, LLC | 97.7K | $14.2M | $370.1K | Added$367.1K |
| MML INVESTORS SERVICES, LLC | 94.2K | $13.6M | $356.8K | Cut−$1.93M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 91.3K | $13.2M | $326.9K | Added$1.07M |
| JONES FINANCIAL COMPANIES LLLP | 92.2K | $13.2M | $125K | Added$2.06M |
| STEPHENS INC /AR/ | 90.4K | $13.1M | $320.5K | Added$1.16M |
| Sanctuary Advisors, LLC | 88.6K | $12.8M | $327.5K | Added$636.7K |
| Ameritas Advisory Services, LLC | 88.1K | $12.8M | $333.8K | Added$153.4K |
| ARQ WEALTH ADVISORS, LLC | 83.9K | $12.2M | $315.6K | Added$414.3K |
| Gateway Wealth Partners, LLC | 80.9K | $11.7M | — | New |
| James J. Burns & Company, LLC | 79.6K | $11.5M | $301.5K | Cut−$10.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 77.7K | $11.3M | $24.9K | Cut−$823.4K |
| Modera Wealth Management, LLC | 74.8K | $10.8M | $278.6K | Added$461K |
| PFG Private Wealth Management, LLC | 74.6K | $10.8M | $188.9K | Added$3.78M |
| AMARA FINANCIAL, LLC. | 72.5K | $10.5M | $216.9K | Added$2.43M |
| GOLDMAN SACHS GROUP INC | 72.1K | $10.4M | $273.1K | Cut−$90.1K |
| Crumly & Associates Inc. | 71.4K | $10.3M | $270.4K | Cut−$3.8M |
| Capital Planning LLC | 71.1K | $10.3M | $156.2K | Added$1.44M |
| WealthShield Partners, LLC | 70.8K | $10.3M | $259.7K | Added$209.4K |
| Wealthfront Advisers LLC | 69.2K | $10M | $243.8K | Added$949.9K |
| HOWE & RUSLING INC | 68.4K | $9.91M | $231.2K | Added$1.3M |
| Quadcap Wealth Management, LLC | 67K | $9.72M | $252.3K | Cut−$691.1K |
| CAPTRUST FINANCIAL ADVISORS | 61.1K | $8.86M | $173.5K | Added$2.4M |
| Mayfair Advisory Group, LLC | 60.4K | $8.75M | $138.7K | Added$885.3K |
| Gladwyn Financial Advisors, Inc. | 58.4K | $8.47M | $221.5K | Added$219.5K |
| Fingerlakes Wealth Management, Inc. | 55.7K | $8.08M | $193.2K | Added$883.7K |
| TUDOR INVESTMENT CORP ET AL | 52.2K | $7.56M | — | New |
| Fiduciary Alliance LLC | 50.7K | $7.56M | $407K | Added$196.8K |
| EverSource Wealth Advisors, LLC | 49.6K | $7.19M | $118.9K | Added$2.76M |
| FIFTH THIRD BANCORP | 49.2K | $7.13M | — | New |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 47.7K | $6.92M | $176.3K | Added$354.6K |
| PLANNING DIRECTIONS INC | 44.4K | $6.43M | $163.7K | Added$336.1K |
| Compass Planning Associates Inc | 44.1K | $6.39M | $137K | Added$1.29M |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 43.5K | $6.3M | $164.8K | Cut−$1.34M |
| QUATTRO FINANCIAL ADVISORS LLC | 42.8K | $6.21M | $151K | Added$587.6K |
| Veridan Wealth LLC | 42.7K | $6.19M | $161.9K | Added$140.9K |
| TFB Advisors LLC | 42.4K | $6.15M | $160.7K | Cut−$3M |
| Mariner, LLC | 41.9K | $6.07M | $158.6K | Cut−$138.1K |
| Texas Capital Bank Wealth Management Services Inc | 40.8K | $5.92M | $154.7K | Added$111K |
| Resolute Advisors LLC | 40.3K | $5.84M | $151.9K | Added$184K |
| WAYSTONE ADVISORS LLC | 40.1K | $5.82M | $152.1K | Added$90.6K |
| Atria Investments, Inc | 39.9K | $5.79M | $151.3K | Added$102.3K |
| Cornerstone Financial Management LLC | 37.1K | $5.38M | $140.1K | Added$157.8K |
| Center For Asset Management LLC | 37.1K | $5.38M | $140.7K | Added$47.6K |
| WESTWOOD HOLDINGS GROUP INC | 36.7K | $5.31M | $138.1K | Added$167.7K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 36.3K | $5.26M | $137.5K | Added$74.7K |
| Brookstone Capital Management | 35.7K | $5.18M | $13.5K | Added$4.68M |
| Trademark Financial Management, LLC | 35.4K | $5.13M | $102.6K | Added$1.31M |
| Avant Capital LLC | 34.9K | $5.06M | $132.2K | Cut−$10.9K |
| BSW Wealth Partners | 34.3K | $4.97M | $130K | Cut−$170.7K |
| CALTON & ASSOCIATES, INC. | 34.2K | $4.96M | $129.7K | Cut−$554K |
| Mutual Advisors, LLC | 34K | $4.92M | $128.7K | Cut−$358.2K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 32.4K | $4.88M | — | New |
| Wealthspire Advisors, LLC | 33.5K | $4.85M | $126.9K | Cut−$104.8K |
| Milestone Asset Management Group, LLC | 33.2K | $4.81M | $118.5K | Added$399.7K |
| Principle Wealth Partners LLC | 33.1K | $4.8M | $125.4K | Cut−$17.8K |
| MGO ONE SEVEN LLC | 32.2K | $4.66M | $122.1K | Cut−$718.2K |
| HUB Investment Partners, LLC | 32K | $4.64M | $10.1K | Added$4.27M |
| WESBANCO BANK INC | 31.4K | $4.55M | $118.7K | Added$126K |
| Entelevest, LLC | 31.2K | $4.52M | $110.6K | Added$368.5K |
| Fidelity | 31.1K | $4.5M | $98.6K | Added$828.3K |
| Breakwater Investment Management | 30.2K | $4.37M | $114.3K | Cut−$8.67K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 29.9K | $4.33M | $113.3K | Cut−$673.4K |
| WNY Asset Management, LLC | 29.8K | $4.32M | — | Held |
| LifeWealth Investments, LLC | 29.6K | $4.29M | $92.7K | Added$841.2K |
| WPG Advisers, LLC | 29.6K | $4.29M | $112.2K | Added$107.5K |
| Concurrent Investment Advisors, LLC | 29.1K | $4.22M | $110.4K | Added$13.9K |
| Boyd Wealth Management, LLC | 28.6K | $4.14M | $108.3K | Added$49K |
| Hidden Cove Wealth Management, LLC | 28.4K | $4.11M | — | New |
| CVA Family Office, LLC | 28.1K | $4.07M | $106.5K | Added$95.9K |
| Checchi Capital Advisers, LLC | 28.1K | $4.07M | $106.3K | Added$101.5K |
| CreativeOne Wealth, LLC | 28K | $4.05M | $90K | Added$702K |
| ENCOMPASS WEALTH ADVISORS, LLC | 28K | $4.05M | $106K | Cut−$45.4K |
| KINTRA WEALTH, LLC | 27.5K | $3.98M | — | New |
| Summit Trail Advisors, LLC | 27.2K | $3.94M | $33.4K | Added$2.69M |
| Lido Advisors, LLC | 27K | $3.91M | $104.4K | Added$212.7K |
| Pinnacle Bancorp, Inc. | 26.8K | $3.88M | $96.6K | Added$282.8K |
| Arkadios Wealth Advisors | 26.5K | $3.85M | $23.9K | Added$2.96M |
| Richard P Slaughter Associates Inc | 26.5K | $3.84M | $99.5K | Added$132.6K |
| Icahn Capital | 25.9K | $3.75M | $98K | Added$98.1K |
| Equitable Holdings, Inc. | 26.5K | $3.75M | $471 | Cut−$375.7K |
| Tradition Wealth Management, LLC | 25.1K | $3.64M | $94.8K | Added$117.2K |
| VANGUARD ADVISERS INC | 24.9K | $3.61M | — | Held |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 24.8K | $3.6M | $95.6K | Added$35.7K |
| &PARTNERS | 24.8K | $3.6M | $96.4K | Added$107.9K |
| MAI Capital Management | 24.6K | $3.57M | $93K | Added$104.8K |
| Macro Advisors, Inc. | 24.6K | $3.56M | — | Held |
| SILVERLAKE WEALTH MANAGEMENT LLC | 24.4K | $3.54M | $89.9K | Added$194K |
| Cresta Advisors, Ltd. | 24.2K | $3.5M | $83.9K | Added$374.8K |
| Glass Jacobson Investment Advisors llc | 23.9K | $3.46M | $90.2K | Added$98.2K |
| Waterloo Capital, L.P. | 23.7K | $3.44M | $11.5K | Added$3.01M |
| Stirlingshire Investments, Inc. | 23.3K | $3.38M | $59.7K | Added$1.15M |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 22.2K | $3.21M | $80.2K | Added$224.9K |
| Ifrah Financial Services, Inc. | 21.8K | $3.16M | $82.7K | Added$12.7K |
| Worth Asset Management, LLC | 21.5K | $3.11M | — | New |
| Orion Porfolio Solutions, LLC | 21.5K | $3.11M | $81.4K | Cut−$1.79M |
| HighPoint Advisor Group LLC | 21K | $3.04M | $79.5K | Added$84K |
| TRUIST FINANCIAL CORP | 21K | $3.04M | $74K | Added$286.5K |
| MATHER GROUP, LLC. | 20.3K | $2.94M | $76.8K | Added$22.4K |
| Olistico Wealth, LLC | 20.2K | $2.93M | — | New |
| INDEPENDENT FINANCIAL GROUP, LLC | 19.8K | $2.87M | $61.2K | Added$593.1K |
| Maridea Wealth Management LLC | 19.6K | $2.84M | $74.3K | Cut−$2.36K |
| FLORIDA FINANCIAL ADVISORS, LLC | 19.5K | $2.82M | $61.5K | Added$536.6K |
| Strategic Financial Partners, Ltd. | 19.2K | $2.78M | $72.8K | Cut−$18K |
| Argent Trust Co | 19.1K | $2.77M | $66.3K | Added$295.3K |
| Quantinno Capital Management LP | 19K | $2.76M | $42.7K | Added$1.16M |
| Ascent Group, LLC | 19K | $2.75M | $72K | Cut−$258.9K |
| BLAIR WILLIAM & CO/IL | 19K | $2.75M | $72K | Cut−$2.32M |
| ROBERTS GLORE & CO INC /IL/ | 18.9K | $2.74M | $71.2K | Added$87.7K |
| CHOREO, LLC | 18.7K | $2.71M | $52.7K | Added$66K |
| GREAT VALLEY ADVISOR GROUP, INC. | 18.5K | $2.68M | $68.6K | Added$111.7K |
| Grantvest Financial Group LLC | 18.4K | $2.67M | $68.5K | Added$113.5K |
| FIRST NATIONAL BANK OF OMAHA | 17.8K | $2.57M | $55.6K | Added$152.8K |
| Allworth Financial LP | 17.7K | $2.56M | $66.7K | Added$77.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17.3K | $2.5M | — | New |
| Wealthcare Capital Partners, LLC | 17.1K | $2.48M | $64.9K | Cut−$15.7K |
| Focus Partners Wealth | 16.6K | $2.4M | $57.9K | Added$251K |
| BANK OF HAWAII | 16.3K | $2.37M | $58.9K | Added$177K |
| SAX WEALTH ADVISORS, LLC | 16.6K | $2.34M | $0 | Held |
| Horizon Investment Services, LLC | 16K | $2.32M | $58.6K | Added$137.9K |
| Stonebridge Financial Planning Group, LLC | 16K | $2.32M | $60.6K | Added$51K |
| OneAscent Wealth Management LLC | 15.6K | $2.26M | $50.6K | Added$371.1K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 15.5K | $2.25M | $58.7K | Added$66.2K |
| Silicon Valley Capital Partners | 15.5K | $2.25M | $58.7K | Cut−$262.6K |
| SIMON QUICK ADVISORS, LLC | 15.5K | $2.24M | $58.7K | Added$59.7K |
| Zhang Financial LLC | 15.2K | $2.2M | $57.5K | Added$59.6K |
| Snowden Capital Advisors LLC | 15.2K | $2.2M | $55.1K | Added$148K |
| Pacific Excel Wealth Advisors, Inc. | 14.9K | $2.16M | $33K | Added$911.5K |
| HILLTOP WEALTH ADVISORS, LLC | 14.9K | $2.16M | $56.4K | Added$50.9K |
| Revisor Wealth Management LLC | 14.1K | $2.05M | −$25.8K | Added$104.5K |
| SILVER OAK SECURITIES, INCORPORATED | 14.1K | $2.04M | $9.66K | Added$1.56M |
| EP Wealth Advisors, LLC | 14K | $2.03M | $52K | Added$95.4K |
| Merited Wealth, LLC | 13.6K | $1.97M | $47.5K | Added$204.2K |
| Renaissance Technologies | 13.6K | $1.97M | $51.5K | Cut−$513.1K |
| Finward Bancorp | 13.4K | $1.94M | $50.8K | Added$38.4K |
| CIBC Bancorp USA Inc. | 13.3K | $1.93M | — | Held |
| CWM, LLC | 13K | $1.88M | $1.88M | Added$1.88M |
| Integrated Wealth Concepts LLC | 13K | $1.88M | $11K | Added$1.47M |
| VSM Wealth Advisory, LLC | 12.7K | $1.85M | $44.7K | Added$182.4K |
| DMKC Advisory Services, LLC | 12.4K | $1.8M | $47.2K | Added$47.2K |
| Sowell Financial Services LLC | 12.4K | $1.79M | $46.8K | Added$43.1K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 12.3K | $1.79M | $26.3K | Added$810.8K |
| NORTHERN TRUST CORP | 11.8K | $1.71M | $44.6K | Added$16.4K |
| PFG Advisors | 11.7K | $1.7M | $42.6K | Added$110.2K |
| Gotham Asset Management, LLC | 11.6K | $1.68M | $43.8K | Cut−$15.1K |
| Procyon Advisors, LLC | 11.3K | $1.64M | $42.9K | Added$20.5K |
| Causey Wealth LLC | 11.3K | $1.64M | $40.5K | Added$129.2K |
| BANK OF MONTREAL /CAN/ | 11.2K | $1.62M | $33.9K | Added$360.2K |
| Matthew Goff Investment Advisor, LLC | 11K | $1.6M | — | New |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 11K | $1.59M | $41.3K | Added$50K |
| ALLIANCEBERNSTEIN L.P. | 11K | $1.56M | −$0 | Added$1M |
| Ballentine Partners, LLC | 10.7K | $1.55M | $40.6K | Added$40.6K |
| WT Wealth Management | 10.7K | $1.55M | — | New |
| Harpswell Capital Advisors, LLC | 10.6K | $1.54M | $37.1K | Added$155.8K |
| Corient Private Wealth LLC | 13.3K | $1.53M | −$350.7K | Cut−$342.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 10.4K | $1.51M | $39.4K | Cut−$161.9K |
| CoreCap Advisors, LLC | 10.4K | $1.5M | $36.1K | Added$160.2K |
| Sigma Planning Corp | 9.86K | $1.43M | $36.8K | Cut−$715.6K |
| RWA WEALTH PARTNERS, LLC | 9.78K | $1.42M | $36.4K | Added$59.8K |
| REGIONS FINANCIAL CORP | 9.74K | $1.41M | $36.9K | Added$36.9K |
| Petix & Botte Co | 9.7K | $1.41M | $36.8K | Added$36.8K |
| CARY STREET PARTNERS FINANCIAL LLC | 9.55K | $1.38M | $36.2K | Added$26.5K |
| CFC Planning Co LLC | 9.25K | $1.34M | $29.3K | Added$249.9K |
| Summit Financial, LLC | 8.93K | $1.29M | $33.8K | Cut−$48.5K |
| High Net Worth Advisory Group LLC | 8.81K | $1.28M | $33.4K | Added$33.4K |
| SALEM INVESTMENT COUNSELORS INC | 8.38K | $1.21M | $20.3K | Added$459.9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 8.35K | $1.21M | $6.25K | Added$977.7K |
| Oxinas Partners, LLC | 8.14K | $1.18M | $27.9K | Added$140.1K |
| Blackston Financial Advisory Group, LLC | 8.11K | $1.18M | $30.8K | Cut−$3.39K |
| SCS Capital Management LLC | 8.01K | $1.16M | $30.2K | Added$36.6K |
| Y-Intercept (Hong Kong) Ltd | 7.99K | $1.16M | $11.9K | Added$712.8K |
| World Investment Advisors | 7.96K | $1.15M | $29.1K | Added$69.2K |
| JANE STREET GROUP, LLC | 7.86K | $1.14M | — | New |
| M&T Bank Corp | 7.71K | $1.12M | $29.2K | Added$29.2K |
| Visionary Wealth Advisors | 7.62K | $1.1M | $28K | Added$61.7K |
| Americana Partners, LLC | 7.59K | $1.1M | $28.8K | Added$28.8K |
| MONECO ADVISORS, LLC | 7.59K | $1.1M | $28.8K | Cut−$821.9K |
| Rehmann Capital Advisory Group | 7.41K | $1.07M | $28.1K | Cut−$86K |
| Private Wealth Group, LLC | 7.35K | $1.07M | $27.9K | Added$27.9K |
| Crane Advisory, LLC | 7.13K | $1.06M | $27K | Added$27K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 7.34K | $1.06M | $27.8K | Cut−$287.8K |
| Koshinski Asset Management, Inc. | 7.24K | $1.05M | $27.4K | Added$28.7K |
| ARCADIA INVESTMENT ADVISORS LLC | 7.17K | $1.04M | $27.2K | Cut−$1.71M |
| Crescent Grove Advisors, LLC | 7.06K | $1.02M | $26.7K | Added$26.7K |
Who left
- SteelPeak Wealth, LLC$43M
- Diversify Advisory Services, LLC$4.82M
- Royal Fund Management, LLC$4.35M
- NewEdge Advisors, LLC$1.74M
- J.W. COLE ADVISORS, INC.$1.21M
- Tower Research Capital LLC (TRC)$582.4K
- Keeler Thomas Management LLC$580.8K
- VERUS CAPITAL PARTNERS, LLC$437.2K
- Retireful, LLC$356K
- Triad Wealth Partners, LLC$355.3K
- Boulder Wealth Advisors, LLC$352.3K
- KPP Advisory Services LLC$306K
- TIAA TRUST, NATIONAL ASSOCIATION$271.9K
- Global Assets Advisory, LLC$225.7K
- Brown Financial Advisory$224.1K
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.