Stock
Reported value
$6.31B
Holders
734
+54 new · −63 exited
Holders’ est. mark
−$616.9M
Price effect on 240 books still in the name
Largest holder
$2.89B
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $116.5M
- Icahn Capital0.0% · $3.74M
- Citadel0.0% · $2.38M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 23.9M | $2.89B | −$298.9M | Cut−$253M |
| MORGAN STANLEY | 3.67M | $442.8M | −$45.7M | Cut−$38.3M |
| WELLS FARGO & COMPANY/MN | 1.93M | $233.5M | −$23M | Cut−$8.25M |
| UBS Group AG | 1.91M | $230.3M | −$21.9M | Cut−$643.6K |
| PGIM Custom Harvest LLC | 1.62M | $196.2M | −$19.1M | Cut−$4.88M |
| RAYMOND JAMES FINANCIAL INC | 1.28M | $154.5M | −$15.7M | Cut−$10.5M |
| Fidelity | 964.6K | $116.5M | −$12.2M | Cut−$12.8M |
| AMERIPRISE FINANCIAL INC | 931.7K | $112.9M | −$11.5M | Cut−$14.7M |
| LPL Financial LLC | 918.5K | $111M | −$11.6M | Cut−$21.4M |
| TWO SIGMA INVESTMENTS, LP | 669.1K | $80.8M | — | New |
| ROYAL BANK OF CANADA | 579.9K | $70.1M | −$6.72M | Cut−$723K |
| Beacon Capital Management, Inc. | 554.3K | $67M | −$7.03M | Cut−$38.8M |
| STIFEL FINANCIAL CORP | 462.8K | $55.9M | −$5.87M | Cut−$6.81M |
| ENVESTNET ASSET MANAGEMENT INC | 450.8K | $54.5M | −$5.72M | Cut−$20.7M |
| JPMORGAN CHASE & CO | 439.5K | $52M | −$6.7M | Cut−$11.3M |
| Cetera Investment Advisers | 417.6K | $50.5M | −$5.3M | Cut−$9.54M |
| Lido Advisors, LLC | 333.5K | $40.3M | −$3.64M | Cut−$2.11M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 288K | $34.8M | −$3.65M | Cut−$14.4M |
| Allianz SE | 267.7K | $32.3M | −$584 | Added$32.3M |
| OSAIC HOLDINGS, INC. | 256.7K | $31M | −$3.27M | Cut−$12.2M |
| Rockefeller Capital Management L.P. | 245.2K | $29.6M | −$3.11M | Cut−$3.57M |
| M&T Bank Corp | 243.1K | $29.4M | −$3.08M | Cut−$6.79M |
| TD Waterhouse Canada Inc. | 212.8K | $25.7M | −$2.53M | Cut−$1.05M |
| Pinnacle Financial Partners, Inc. | 212.1K | $25.6M | −$2.69M | Cut−$3.11M |
| PNC Financial Services Group, Inc. | 202.8K | $24.5M | −$2.57M | Cut−$3.39M |
| Corient Private Wealth LLC | 207.3K | $24.3M | −$3.42M | Cut−$3.6M |
| KCM INVESTMENT ADVISORS LLC | 193.5K | $23.4M | −$2.45M | Cut−$3.74M |
| MML INVESTORS SERVICES, LLC | 166.3K | $20.1M | −$2.11M | Cut−$2.39M |
| MERCER GLOBAL ADVISORS INC /ADV | 150.2K | $18.1M | −$1.91M | Cut−$2.66M |
| CMH Wealth Management LLC | 145.3K | $17.6M | −$1.68M | Cut−$91.5K |
| Cedar Mountain Advisors, LLC | 145.2K | $17.5M | −$1.84M | Cut−$1.95M |
| GOLDMAN SACHS GROUP INC | 144.2K | $17.4M | −$1.27M | Added$4.01M |
| TRUST CO OF OKLAHOMA | 143.6K | $17.3M | −$1.79M | Cut−$1.48M |
| Mariner, LLC | 141.7K | $17.1M | −$1.8M | Cut−$6.21M |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 138.7K | $16.8M | −$1.76M | Cut−$1.76M |
| FIFTH THIRD BANCORP | 136.3K | $16.5M | −$1.16M | Added$4.3M |
| HighTower Advisors, LLC | 133.4K | $16.1M | −$1.67M | Cut−$1.44M |
| Ameritas Advisory Services, LLC | 132.9K | $16.1M | −$1.68M | Cut−$7.34M |
| Sanctuary Advisors, LLC | 120.9K | $14.6M | −$1.5M | Cut−$1.14M |
| Focus Partners Wealth | 120.6K | $14.6M | −$1.5M | Cut−$1.25M |
| SEARCY FINANCIAL SERVICES INC /ADV | 114.3K | $13.8M | −$1.41M | Cut−$1.06M |
| MassMutual Private Wealth & Trust, FSB | 110.9K | $13.4M | −$1.41M | Cut−$1.67M |
| COMMONWEALTH EQUITY SERVICES, LLC | 104K | $12.6M | −$1.32M | Cut−$7.29M |
| Cresset Asset Management, LLC | 103.5K | $12.5M | −$1.21M | Cut−$236.8K |
| Marmo Financial Group, LLC | 102.7K | $12.4M | −$1.3M | Cut−$1.32M |
| WBH ADVISORY INC | 100.9K | $12.2M | −$1.28M | Cut−$2.38M |
| Allen Investment Management, LLC | 95.9K | $11.6M | −$1.22M | Cut−$1.22M |
| CAPTRUST FINANCIAL ADVISORS | 93.5K | $11.3M | −$1.19M | Cut−$6.03M |
| Kestra Advisory Services, LLC | 90.5K | $10.9M | −$680.1K | Added$3.77M |
| JONES FINANCIAL COMPANIES LLLP | 91.7K | $10.8M | −$1.37M | Cut−$466.2K |
| CALTON & ASSOCIATES, INC. | 88K | $10.6M | −$1.12M | Cut−$1.15M |
| TRUIST FINANCIAL CORP | 87.8K | $10.6M | −$1.11M | Cut−$2.47M |
| Wheelhouse Advisory Group LLC | 83.7K | $10.1M | −$1.1M | Cut−$740.3K |
| Cerity Partners LLC | 79.4K | $9.59M | −$412.5K | Added$5.25M |
| Creative Planning | 78.4K | $9.47M | −$960.9K | Cut−$641K |
| CHAI TRUST CO LLC | 78.1K | $9.43M | −$989.8K | Cut−$989.8K |
| Madison Asset Management, LLC | 65.5K | $7.91M | −$827.2K | Cut−$801.2K |
| Robertson Stephens Wealth Management, LLC | 65.1K | $7.86M | −$825.4K | Cut−$918.2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 64K | $7.74M | −$259.5K | Added$5.01M |
| LCM Capital Management Inc | 61.9K | $7.48M | −$776.4K | Cut−$694.3K |
| ATLAS CAPITAL ADVISORS INC. | 60.1K | $7.26M | −$761.6K | Cut−$1.33M |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 59.1K | $7.14M | −$716.3K | Cut−$403.3K |
| Summit Financial, LLC | 58.8K | $7.11M | −$611.4K | Added$671.9K |
| HANCOCK WHITNEY CORP | 58.8K | $7.11M | −$744.6K | Cut−$733.1K |
| Equitable Holdings, Inc. | 50.8K | $6.77M | −$1.77K | Added$4.04M |
| IEQ CAPITAL, LLC | 53.6K | $6.47M | −$679.2K | Cut−$679K |
| BTG Pactual Asset Management US LLC | 51.9K | $6.27M | −$309.5K | Added$195.5K |
| Annex Advisory Services, LLC | 51.6K | $6.24M | −$654.9K | Cut−$797.6K |
| Richmond Brothers, Inc. | 51.1K | $6.18M | −$648.4K | Cut−$748.7K |
| Gibraltar Capital Management, Inc. | 50.7K | $6.12M | −$636.4K | Cut−$575.8K |
| GAMCO INVESTORS, INC. ET AL | 50.5K | $6.11M | −$641K | Cut−$780.1K |
| Quantinno Capital Management LP | 49.4K | $5.97M | −$432.6K | Added$1.42M |
| ASSETMARK, INC | 49.4K | $5.96M | −$288.7K | Added$2.92M |
| AlphaCore Capital LLC | 49.3K | $5.96M | −$625.4K | Cut−$3.08M |
| BANK OF MONTREAL /CAN/ | 48.4K | $5.85M | −$550K | Added$62.5K |
| Integrated Wealth Concepts LLC | 48K | $5.8M | −$538.1K | Added$137.6K |
| THEORY FINANCIAL LLC | 47.9K | $5.79M | −$488.4K | Cut−$13M |
| JOHNSON INVESTMENT COUNSEL INC | 47.5K | $5.74M | −$585.5K | Cut−$420.9K |
| Frank, Rimerman Advisors LLC | 47.4K | $5.73M | −$601.3K | Cut−$834.9K |
| PENOBSCOT WEALTH MANAGEMENT | 47.3K | $5.71M | −$573.1K | Cut−$321.8K |
| Merit Financial Group, LLC | 46.1K | $5.57M | −$577.4K | Cut−$508.8K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 42.3K | $5.36M | −$284.6K | Cut−$358.7K |
| Wall Street Financial Group, Inc. | 43.6K | $5.27M | −$546.5K | Cut−$456.4K |
| Private Advisor Group, LLC | 42.9K | $5.18M | −$543.6K | Cut−$2.58M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42.2K | $5.1M | −$210.4K | Added$2.89M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 41.7K | $5.04M | −$241.2K | Added$2.5M |
| LMG Wealth Partners, LLC | 40.8K | $4.94M | −$499.8K | Cut−$326.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 54.1K | $4.89M | −$2.56M | Cut−$10.7M |
| Financial Freedom, LLC | 40.2K | $4.85M | −$509.1K | Cut−$1.65M |
| ESG Planning DBA Harper Investing | 39.7K | $4.8M | −$478K | Cut−$235.3K |
| Silver Coast Investments LLC | 38.8K | $4.68M | −$442.4K | Added$27.4K |
| Pathstone Holdings, LLC | 38.5K | $4.65M | −$466.3K | Cut−$256.6K |
| Banque Transatlantique SA | 38.3K | $4.63M | — | New |
| Cascade Financial Partners, LLC | 37.9K | $4.58M | −$481K | Cut−$883.4K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 37.2K | $4.5M | −$440K | Cut−$134.9K |
| NORTHSTAR ASSET MANAGEMENT Co | 36.6K | $4.42M | −$463.1K | Cut−$452.9K |
| Anchor Investment Management, LLC | 36K | $4.35M | −$436.5K | Cut−$244.1K |
| Quaker Wealth Management, LLC | 35.5K | $4.29M | −$429.2K | Cut−$226.6K |
| Matthew Goff Investment Advisor, LLC | 35K | $4.23M | — | New |
| Concurrent Investment Advisors, LLC | 34.7K | $4.2M | −$440.3K | Cut−$712.3K |
| North Forty Two & Co. | 32.7K | $3.95M | −$414.7K | Cut−$426.7K |
| Argentarii, LLC | 31.8K | $3.84M | −$403.4K | Cut−$966.8K |
| Gladstone Institutional Advisory LLC | 31.5K | $3.8M | −$377.5K | Cut−$173.3K |
| MAI Capital Management | 31.2K | $3.77M | −$396.1K | Cut−$526K |
| Focus Financial Network, Inc. | 31K | $3.75M | −$378.4K | Cut−$234.7K |
| Icahn Capital | 31K | $3.74M | −$210K | Added$1.53M |
| Joule Financial, LLC | 30.4K | $3.67M | −$298K | Added$537.2K |
| NORTHERN TRUST CORP | 30.3K | $3.66M | −$352.8K | Cut−$49.6K |
| Waverly Advisors, LLC | 29.7K | $3.58M | −$369K | Cut−$301.6K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 29.3K | $3.53M | −$346.7K | Cut−$116.1K |
| Advisors Capital Management, LLC | 28.6K | $3.46M | −$353.6K | Cut−$265.9K |
| Federation des caisses Desjardins du Quebec | 28.3K | $3.41M | −$358.5K | Cut−$3.82M |
| Beacon Pointe Advisors, LLC | 28.3K | $3.41M | −$238K | Added$909K |
| RCW Management, LLC | 28.2K | $3.41M | −$351.7K | Cut−$292.8K |
| FIRST FINANCIAL CORP /IN/ | 27.8K | $3.36M | −$352.9K | Cut−$526.6K |
| PARK NATIONAL CORP /OH/ | 27.7K | $3.35M | −$348.7K | Cut−$319.9K |
| City State Bank | 27.7K | $3.35M | −$342.2K | Cut−$253.3K |
| Tandem Wealth Advisors LLC | 27.6K | $3.33M | −$115.5K | Cut−$89.6K |
| Sharper & Granite LLC | 26.3K | $3.18M | −$297.6K | Added$48.7K |
| Allworth Financial LP | 26.2K | $3.16M | −$329.7K | Cut−$305.9K |
| Trinity Legacy Partners, LLC | 24.6K | $3.13M | −$150.8K | Cut−$47.3K |
| BOKF, NA | 25.5K | $3.09M | −$323.9K | Cut−$342.4K |
| D.A. DAVIDSON & CO. | 25.2K | $3.05M | −$302.2K | Cut−$136K |
| OPPENHEIMER & CO INC | 24.9K | $3M | −$315.3K | Cut−$703.5K |
| IHT Wealth Management, LLC | 24.6K | $2.97M | −$303.7K | Cut−$420.9K |
| Lebenthal Global Advisors, LLC | 24.5K | $2.96M | — | New |
| Point72 Asset Management, L.P. | 23.7K | $2.87M | −$135.1K | Added$1.45M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 23.4K | $2.83M | −$285.8K | Cut−$183.5K |
| EXCHANGE TRADED CONCEPTS, LLC | 23.1K | $2.79M | −$292.8K | Cut−$3.47M |
| Elm Partners Management LLC | 23.5K | $2.78M | −$358K | Cut−$2.27M |
| Praetorian Wealth Management, Inc. | 21.9K | $2.75M | −$174.4K | Cut−$241K |
| CITIGROUP INC | 21.8K | $2.64M | −$272.2K | Cut−$228K |
| Snowden Capital Advisors LLC | 21.8K | $2.64M | −$276.6K | Cut−$402.6K |
| Tower Research Capital LLC (TRC) | 21.7K | $2.62M | −$273.3K | Cut−$256.6K |
| O'ROURKE & COMPANY, Inc | 21.4K | $2.59M | −$271.8K | Cut−$358.7K |
| Royal Fund Management, LLC | 20.9K | $2.53M | −$243.3K | Cut−$13.5K |
| NOVARE CAPITAL MANAGEMENT LLC | 20.9K | $2.53M | −$265.6K | Cut−$361.3K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20.9K | $2.53M | −$265K | Cut−$265K |
| EARNED WEALTH ADVISORS, LLC | 20.7K | $2.5M | −$262.3K | Cut−$289.9K |
| Horizon Family Wealth, Inc. | 20K | $2.42M | −$254K | Cut−$260.4K |
| U.S. Capital Wealth Advisors, LLC | 19.7K | $2.38M | −$250.3K | Cut−$510.2K |
| Citadel | 19.7K | $2.38M | −$224.7K | Added$17.6K |
| Fifth Third Securities, Inc. | 18.7K | $2.25M | −$236.5K | Cut−$275.1K |
| MontVue Capital Management, Inc. | 18.6K | $2.25M | −$236.2K | Cut−$239.2K |
| Advisory Services Network, LLC | 18.5K | $2.24M | −$234.7K | Cut−$1.2M |
| JANE STREET GROUP, LLC | 18.2K | $2.2M | — | New |
| MONETA GROUP INVESTMENT ADVISORS LLC | 18K | $2.17M | −$227.9K | Cut−$296.5K |
| Madden Advisory Services, Inc. | 17.9K | $2.16M | −$68.9K | Added$1.43M |
| Clear Creek Financial Management, LLC | 17.6K | $2.13M | −$223.4K | Cut−$3.14M |
| Cornerstone Wealth Management, LLC | 17.5K | $2.11M | −$221.5K | Cut−$229.9K |
| Essex Financial Services, Inc. | 17.4K | $2.1M | −$220.1K | Cut−$278.5K |
| Raab & Moskowitz Asset Management LLC | 16.5K | $1.99M | −$208.8K | Cut−$241.4K |
| BlackRock, Inc. | 16.2K | $1.96M | −$205.6K | Cut−$277.2K |
| BLAIR WILLIAM & CO/IL | 16.2K | $1.95M | −$196.3K | Cut−$113.2K |
| Terra Nova Asset Management LLC | 16.1K | $1.95M | −$204.3K | Cut−$249.2K |
| Cornerstone Planning, LLC | 15.8K | $1.91M | — | New |
| Institute for Wealth Management, LLC. | 15.7K | $1.89M | −$156.9K | Added$241.9K |
| Independent Advisor Alliance | 15.4K | $1.86M | −$21.6K | Added$1.63M |
| TRANSCEND CAPITAL ADVISORS, LLC | 15.4K | $1.86M | −$195.1K | Cut−$428.9K |
| Farther Finance Advisors, LLC | 15.4K | $1.86M | −$107K | Added$728K |
| Atria Investments, Inc | 15K | $1.81M | −$190.3K | Cut−$1.47M |
| HARBOUR INVESTMENTS, INC. | 14.7K | $1.78M | −$107.1K | Added$652.5K |
| GREAT VALLEY ADVISOR GROUP, INC. | 14.6K | $1.77M | −$119.1K | Added$517.1K |
| Parallel Advisors, LLC | 14.6K | $1.76M | −$171.1K | Cut−$39.7K |
| JM2 Capital Inc. | 14.6K | $1.76M | −$184.7K | Cut−$188.1K |
| SCS Capital Management LLC | 14.5K | $1.75M | −$183.6K | Cut−$201.6K |
| Prospera Financial Services Inc | 14.5K | $1.75M | −$176K | Cut−$107.2K |
| Steward Partners Investment Advisory, LLC | 14.2K | $1.72M | −$180.4K | Cut−$198.8K |
| Krilogy Financial LLC | 13.4K | $1.72M | −$43.2K | Cut−$174.8K |
| Novak & Powell Financial Services, Inc. | 13.9K | $1.69M | −$176.9K | Cut−$227.5K |
| NorthCrest Asset Manangement, LLC | 13.8K | $1.67M | −$216K | Cut−$1.34M |
| HUNTINGTON NATIONAL BANK | 13.8K | $1.67M | −$136.9K | Added$224.1K |
| J.W. COLE ADVISORS, INC. | 13.5K | $1.63M | −$89.2K | Cut−$215.3K |
| Evanson Asset Management, LLC | 13.3K | $1.6M | −$168.2K | Cut−$237.2K |
| Bank of Marin | 13.2K | $1.6M | −$167K | Cut−$157.9K |
| Bigelow Investment Advisors, LLC | 13.2K | $1.6M | −$167.5K | Cut−$432.2K |
| Fiduciary Trust Co | 13.1K | $1.58M | −$166.2K | Cut−$166.2K |
| MONTAG A & ASSOCIATES INC | 12.9K | $1.56M | −$88.2K | Added$629.9K |
| Gotham Asset Management, LLC | 12.6K | $1.52M | −$159.9K | Cut−$159.9K |
| World Investment Advisors | 12.5K | $1.51M | −$158.8K | Cut−$1.24M |
| HARBOUR INVESTMENT MANAGEMENT LLC | 12.5K | $1.51M | −$158.3K | Cut−$340.6K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 12.4K | $1.5M | −$152K | Cut−$97.4K |
| Disciplined Investors, L.L.C. | 12.4K | $1.5M | −$156.6K | Cut−$150.5K |
| Magnus Financial Group LLC | 12.4K | $1.49M | −$156.6K | Cut−$155.3K |
| RBA Wealth Management, LLC | 12.3K | $1.49M | −$156.5K | Cut−$175.3K |
| Live Oak Investment Partners | 12.3K | $1.49M | −$155.9K | Cut−$244.4K |
| Manchester Capital Management LLC | 12.2K | $1.47M | −$154.2K | Cut−$154.2K |
| Baird Financial Group, Inc. | 12.1K | $1.46M | −$146.9K | Cut−$85.7K |
| One Charles Private Wealth Services, LLC | 12K | $1.45M | −$149.9K | Cut−$127.4K |
| Idaho Trust Co | 11.9K | $1.44M | −$151.2K | Cut−$149.7K |
| Wealthcare Capital Partners, LLC | 11.9K | $1.44M | −$150.1K | Cut−$139.1K |
| Evolution Wealth Advisors, LLC | 11.9K | $1.44M | −$150.7K | Cut−$150.7K |
| GLENMEDE TRUST CO NA | 11.9K | $1.43M | −$133.9K | Added$24.6K |
| Cladis Investment Advisory, LLC | 11.8K | $1.42M | −$149.1K | Cut−$162.4K |
| Wealthfront Advisers LLC | 11.6K | $1.4M | −$122.7K | Added$112.1K |
| Keebeck Wealth Management | 11.5K | $1.39M | −$145.4K | Cut−$145.4K |
| Private Wealth Advisors, LLC | 11.4K | $1.38M | −$145.1K | Cut−$213K |
| INDEPENDENT FINANCIAL GROUP, LLC | 11.2K | $1.35M | −$142.1K | Cut−$432.1K |
| HB Wealth Management, LLC | 11.2K | $1.35M | −$141.5K | Cut−$141K |
| 17 CAPITAL PARTNERS, LLC | 11.1K | $1.34M | −$129.4K | Cut−$27.2K |
| Capital Management Associates, Inc | 11K | $1.33M | −$117.2K | Added$98K |
| MISSION WEALTH MANAGEMENT, LP | 10.9K | $1.31M | −$136.1K | Cut−$122.4K |
| &PARTNERS | 10.8K | $1.31M | −$137K | Cut−$174K |
| CHOREO, LLC | 10.5K | $1.27M | −$143.6K | Cut−$145.3K |
| Asset One Wealth Management LLC | 9.63K | $1.24M | −$31.6K | Added$85.9K |
| Vivaldi Capital Management LP | 10.2K | $1.23M | −$112.1K | Added$45.8K |
| Prime Capital Investment Advisors, LLC | 10.1K | $1.22M | −$123.4K | Cut−$74.8K |
| Fischer Financial Services, Inc. | 10K | $1.21M | −$123.7K | Cut−$94.7K |
| Stratos Wealth Advisors, LLC | 9.89K | $1.19M | −$125.5K | Cut−$155K |
| WEALTH ALLIANCE, LLC | 9.87K | $1.19M | −$123.5K | Cut−$107.8K |
| CWA Asset Management Group, LLC | 9.75K | $1.18M | −$111.4K | Added$4.57K |
| Wealth Management Associates, Inc. | 9.74K | $1.18M | −$123.5K | Cut−$129.5K |
| CITIZENS FINANCIAL GROUP INC/RI | 9.65K | $1.17M | −$117.3K | Cut−$69.1K |
| Ipsen Advisor Group LLC | 9.53K | $1.15M | −$120.5K | Cut−$116.9K |
| Cornerstone Select Advisors, LLC | 9.49K | $1.15M | — | New |
| Nova Wealth Management, Inc. | 9.49K | $1.15M | −$120.3K | Cut−$320.9K |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 9.41K | $1.14M | −$119.3K | Cut−$175.4K |
| Hopwood Financial Services, Inc. | 9.4K | $1.14M | −$119.3K | Cut−$131.2K |
| Principle Wealth Partners LLC | 9.27K | $1.12M | −$117.5K | Cut−$117.5K |
| BAILARD, INC. | 9.22K | $1.11M | −$116.9K | Cut−$142.5K |
| KDK Private Wealth Management, LLC | 9.11K | $1.1M | −$114.8K | Cut−$108.9K |
| Y-Intercept (Hong Kong) Ltd | 9.07K | $1.1M | −$115K | Cut−$159.2K |
| GWN SECURITIES INC. | 9.04K | $1.09M | −$114.5K | Cut−$134.3K |
| Black Diamond Financial, LLC | 9K | $1.09M | −$114.1K | Cut−$134.6K |
| Odyssey Capital Advisors, Inc. | 8.91K | $1.08M | −$113K | Cut−$323.3K |
| RFG Advisory, LLC | 8.8K | $1.06M | −$82K | Added$200K |
| Gryphon Financial Partners LLC | 8.76K | $1.06M | −$111.1K | Cut−$111.1K |
| Tranquilli Financial Advisor LLC | 8.73K | $1.05M | −$110.7K | Cut−$2.6M |
| OpenArc Corporate Advisory, LLC | 8.62K | $1.04M | −$108.6K | Cut−$102.1K |
| Hershey Financial Advisers, LLC | 8.51K | $1.03M | −$108K | Cut−$765.9K |
| Financial Engines Advisors L.L.C. | 8.37K | $1.01M | −$106.1K | Cut−$237.5K |
| Aspen Grove Capital, LLC | 8.34K | $1.01M | −$105.8K | Cut−$965.7K |
| Yukon Wealth Management, Inc. | 8.31K | $1M | −$88.9K | Cut−$22.5K |
| Western Wealth Management, LLC | 8.26K | $997.9K | −$104.8K | Cut−$104.7K |
| Valmark Advisers, Inc. | 8.15K | $984.1K | −$99.4K | Cut−$61.8K |
| COMMERCE BANK | 8.1K | $978.3K | −$81.8K | Added$116.6K |
| Stonebridge Financial Planning Group, LLC | 7.94K | $959.5K | −$100.6K | Cut−$112.7K |
| Claris Financial LLC | 7.85K | $948.4K | −$99.6K | Cut−$99.4K |
| GTS SECURITIES LLC | 7.8K | $942.6K | — | New |
| Houlihan Financial Resource Group, Ltd. | 7.68K | $927.3K | −$86.8K | Cut−$119.8K |
| Clearstead Advisors, LLC | 7.64K | $923.1K | −$95.2K | Cut−$79.7K |
| Vanguard National Trust Co | 7.58K | $916K | — | Held |
| Ascent Group, LLC | 7.38K | $891.2K | −$93.5K | Cut−$105.2K |
| Westside Investment Management, Inc. | 7.38K | $891.1K | −$92.3K | Cut−$80.2K |
| BLB&B Advisors, LLC | 7.29K | $880.2K | −$92.4K | Cut−$92.4K |
| WP Advisors, LLC | 7.24K | $875.2K | −$91.6K | Cut−$88.8K |
| Jacobs Equity LLC | 7.18K | $867.2K | −$75.1K | Added$76.5K |
| Community Bank, N.A. | 7.15K | $863.8K | −$90.7K | Cut−$97.3K |
| White Lighthouse Investment Management Inc. | 7.14K | $862.3K | −$88.9K | Cut−$73.4K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 7.1K | $857.6K | — | Held |
Who left
- TIFF ADVISORY SERVICES, LLC$28.5M
- Estate Counselors, LLC$11M
- TUDOR INVESTMENT CORP ET AL$10.9M
- Cavalier Investments, LLC$9.77M
- Curran Financial Partners, LLC$6.92M
- NewEdge Advisors, LLC$4.28M
- Axiom Financial Strategies, LLC$3.85M
- Retireful, LLC$2.1M
- GoalVest Advisory LLC$1.45M
- Renaissance Technologies$1.24M
- WOODWARD DIVERSIFIED CAPITAL, LLC$1.11M
- TIAA TRUST, NATIONAL ASSOCIATION$976.3K
- BBR PARTNERS, LLC$871.7K
- Pinion Investment Advisors, LLC$818.3K
- Tudor Financial Inc.$794.2K
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.