Stock
Reported value
$5.35B
Holders
1,078
+53 new · −103 exited
Holders’ est. mark
−$258.9M
Price effect on 246 books still in the name
Largest holder
$466.4M
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $7.14M
- Citadel0.0% · $5.55M
- Fidelity0.0% · $12.5M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 1.71M | $466.4M | −$25M | Added$3.13M |
| MORGAN STANLEY | 1.57M | $428.5M | −$24.4M | Cut−$36.4M |
| UBS Group AG | 1.2M | $327.6M | −$18.7M | Cut−$72.2M |
| PGIM Custom Harvest LLC | 883.2K | $240.5M | −$13.7M | Cut−$115.9M |
| LPL Financial LLC | 793.1K | $216M | −$12.3M | Cut−$16.1M |
| WELLS FARGO & COMPANY/MN | 764.8K | $208.3M | −$11.9M | Cut−$22.7M |
| EVERETT HARRIS & CO /CA/ | 726.2K | $197.8M | −$11.3M | Cut−$13M |
| ENVESTNET ASSET MANAGEMENT INC | 459.7K | $125.2M | −$7.01M | Cut−$4.76M |
| ROYAL BANK OF CANADA | 411.1K | $112M | −$6.38M | Cut−$28.2M |
| RAYMOND JAMES FINANCIAL INC | 384.1K | $104.6M | −$5.96M | Cut−$7.11M |
| Cetera Investment Advisers | 379.3K | $103.3M | −$5.89M | Cut−$9M |
| Beacon Capital Management, Inc. | 352.4K | $96M | −$5.47M | Cut−$13.2M |
| AMERIPRISE FINANCIAL INC | 347.1K | $94.5M | −$5.17M | Cut−$428.4K |
| OSAIC HOLDINGS, INC. | 255.8K | $69.7M | −$3.98M | Cut−$5.38M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 253.7K | $69.1M | −$3.94M | Cut−$15.6M |
| JPMORGAN CHASE & CO | 218.6K | $58.2M | −$4.69M | Cut−$4.62M |
| STIFEL FINANCIAL CORP | 209.8K | $57.1M | −$3.24M | Cut−$2.94M |
| Steward Partners Investment Advisory, LLC | 207.5K | $56.5M | −$3.13M | Cut−$1.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | 199.1K | $54.2M | −$3.09M | Cut−$5.12M |
| MAI Capital Management | 186K | $50.6M | −$2.78M | Cut−$856.9K |
| INVICTUS PRIVATE WEALTH, LLC | 177.2K | $48.2M | −$2.68M | Cut−$1.5M |
| Allied Investment Advisors, LLC | 171.7K | $46.8M | −$2.6M | Cut−$1.39M |
| PNC Financial Services Group, Inc. | 141.1K | $38.4M | −$2.19M | Cut−$2.25M |
| Focus Partners Wealth | 140K | $38.1M | −$2.12M | Cut−$1.21M |
| Lido Advisors, LLC | 126.7K | $34.5M | −$875 | Added$2.74M |
| ARMSTRONG ADVISORY GROUP, INC | 116.9K | $31.8M | −$1.81M | Cut−$3.98M |
| TRUIST FINANCIAL CORP | 107.1K | $29.2M | −$1.5M | Added$1.36M |
| AGF MANAGEMENT LTD | 106.9K | $29.1M | −$1.66M | Cut−$2.25M |
| MML INVESTORS SERVICES, LLC | 106.4K | $29M | −$1.65M | Cut−$5.85M |
| NATIONAL BANK OF CANADA /FI/ | 105.9K | $28.9M | −$255.2K | Added$24.1M |
| MERCER GLOBAL ADVISORS INC /ADV | 100.4K | $27.3M | −$1.56M | Cut−$4.33M |
| Rockefeller Capital Management L.P. | 98K | $26.7M | −$1.52M | Cut−$1.59M |
| POTOMAC FUND MANAGEMENT INC /ADV | 91.1K | $24.8M | −$1.24M | Added$1.84M |
| Capital Advantage, Inc. | 89.1K | $24.3M | −$1.37M | Cut−$1.07M |
| Ameritas Advisory Services, LLC | 88.6K | $24.1M | −$1.38M | Cut−$2.73M |
| FIRST MANHATTAN CO. LLC. | 87.5K | $23.8M | −$1.36M | Cut−$1.53M |
| Wheelhouse Advisory Group LLC | 85.3K | $23.2M | −$1.43M | Cut−$938.5K |
| Creative Planning | 83.2K | $22.7M | −$1.24M | Cut−$349.8K |
| CAPTRUST FINANCIAL ADVISORS | 83.2K | $22.7M | −$1.26M | Cut−$768.5K |
| M&T Bank Corp | 83.2K | $22.7M | −$1.29M | Cut−$4.99M |
| Cerity Partners LLC | 81K | $22.1M | −$1.1M | Added$1.7M |
| JONES FINANCIAL COMPANIES LLLP | 81.9K | $21.7M | −$1.6M | Added$987.3K |
| Mariner, LLC | 76.3K | $20.8M | −$1.19M | Cut−$1.57M |
| Stratos Wealth Partners, LTD. | 64.4K | $17.5M | −$998.9K | Cut−$1.37M |
| CHAI TRUST CO LLC | 64.1K | $17.5M | −$994.5K | Cut−$994.5K |
| GOLDMAN SACHS GROUP INC | 59.6K | $16.2M | −$775.9K | Added$1.84M |
| WBH ADVISORY INC | 58.7K | $16.1M | −$783.8K | Cut−$1.78M |
| Kestra Advisory Services, LLC | 59.1K | $16.1M | −$657K | Added$3.91M |
| PRINCIPAL SECURITIES, INC. | 57.7K | $15.7M | −$872.5K | Cut−$469.2K |
| Lakeshore Financial Planning, Inc. | 56.6K | $15.4M | −$870.9K | Cut−$745.1K |
| Morningstar Investment Management LLC | 56.5K | $15.4M | $12.6M | Added$15.4M |
| EVERGREEN CAPITAL MANAGEMENT LLC | 56.4K | $15.4M | −$853.2K | Cut−$456.2K |
| HighTower Advisors, LLC | 55.6K | $15.2M | −$845.8K | Cut−$555.8K |
| Baird Financial Group, Inc. | 55.1K | $15M | −$709.4K | Added$1.85M |
| Marotta Asset Management | 53.3K | $14.6M | −$712.2K | Cut−$2.24M |
| KCM INVESTMENT ADVISORS LLC | 53.6K | $14.6M | −$832.7K | Cut−$1.34M |
| Cedar Mountain Advisors, LLC | 51.9K | $14.1M | −$805K | Cut−$918.1K |
| BANK OF MONTREAL /CAN/ | 51.5K | $14M | −$743.2K | Added$239.9K |
| Integrated Wealth Concepts LLC | 48.4K | $13.2M | −$235.1K | Added$8.82M |
| Fidelity | 46K | $12.5M | −$650.4K | Added$462.9K |
| JOHNSON INVESTMENT COUNSEL INC | 45.5K | $12.4M | −$702K | Cut−$616.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 49.6K | $12.1M | −$2.53M | Cut−$5.01M |
| TITLEIST ASSET MANAGEMENT, LLC | 43.7K | $11.9M | −$670.5K | Cut−$528.3K |
| Adaptive Financial Consulting, LLC | 43.7K | $11.9M | −$659K | Cut−$330.3K |
| Private Advisor Group, LLC | 43.4K | $11.8M | −$674.3K | Cut−$887K |
| FIFTH THIRD BANCORP | 43.1K | $11.7M | −$308.8K | Added$6.02M |
| Corient Private Wealth LLC | 43.9K | $11.5M | −$1.09M | Cut−$1.11M |
| Ballast, Inc. | 40.2K | $10.9M | −$611.6K | Cut−$391.3K |
| MassMutual Private Wealth & Trust, FSB | 40.1K | $10.9M | −$622.6K | Cut−$895.2K |
| AXXCESS WEALTH MANAGEMENT, LLC | 40K | $10.9M | −$613.6K | Cut−$479.4K |
| SP Asset Management LLC | 40K | $10.9M | −$509.3K | Added$1.44M |
| Atlas Legacy Advisors, LLC | 39.9K | $10.9M | −$620.9K | Cut−$654.3K |
| New England Private Wealth Advisors LLC | 37.9K | $10.3M | −$585.3K | Cut−$518.9K |
| SOUTHERN CAPITAL SERVICES INC /ADV | 36.8K | $10M | −$570.4K | Cut−$767.6K |
| TrueWealth Financial Partners | 36.6K | $9.98M | — | New |
| DMKC Advisory Services, LLC | 35.6K | $9.7M | −$509.3K | Added$253.2K |
| Focus Financial Network, Inc. | 35.3K | $9.6M | −$547.2K | Cut−$1.25M |
| PARAGON FINANCIAL PARTNERS, INC. | 33.3K | $9.27M | −$293.5K | Added$776.5K |
| TRUST CO OF OKLAHOMA | 33.6K | $9.16M | −$506.2K | Cut−$227.1K |
| Royal Fund Management, LLC | 33.1K | $9.03M | −$488.9K | Added$38.9K |
| Merit Financial Group, LLC | 33K | $8.98M | −$480.9K | Added$63.5K |
| Empower Advisory Group, LLC | 32.7K | $8.9M | −$26K | Added$8.42M |
| ATLAS CAPITAL ADVISORS INC. | 31.8K | $8.67M | −$454.9K | Added$232.4K |
| Dakota Wealth Management | 30K | $8.16M | −$465.1K | Cut−$495.6K |
| Geneva Partners, LLC | 29.5K | $8.04M | −$458.5K | Cut−$2.31M |
| CALTON & ASSOCIATES, INC. | 28.5K | $7.76M | −$439K | Cut−$384.2K |
| McIlrath & Eck, LLC | 28.1K | $7.65M | −$426.2K | Cut−$259.6K |
| FINANCIAL MANAGEMENT NETWORK INC | 26.9K | $7.46M | −$298.4K | Cut−$449.4K |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 27.1K | $7.39M | −$399K | Cut−$14.5K |
| Beacon Pointe Advisors, LLC | 27K | $7.35M | −$418.8K | Cut−$1.17M |
| Icahn Capital | 26.2K | $7.14M | −$347.2K | Added$703.2K |
| Federation des caisses Desjardins du Quebec | 26.2K | $7.13M | −$403.4K | Cut−$419.5K |
| AlphaCore Capital LLC | 25.9K | $7.06M | −$402.8K | Cut−$1.54M |
| Bleakley Financial Group, LLC | 25.7K | $7M | −$399K | Cut−$614.9K |
| EP Wealth Advisors, LLC | 25.4K | $6.93M | −$394.8K | Cut−$678.6K |
| D.A. DAVIDSON & CO. | 25.3K | $6.89M | −$392.6K | Cut−$559.3K |
| Prasad Wealth Partners, LLC | 25.3K | $6.89M | −$370.6K | Added$18.6K |
| White Lighthouse Investment Management Inc. | 24.7K | $6.74M | −$380K | Cut−$310.3K |
| BTG Pactual Asset Management US LLC | 24.6K | $6.71M | $558K | Added$934.6K |
| IFP Advisors, Inc | 24.6K | $6.69M | −$290K | Added$1.31M |
| Summit Wealth Group, LLC | 24.5K | $6.67M | −$375.6K | Cut−$290.1K |
| Sharper & Granite LLC | 24.5K | $6.66M | −$379.6K | Cut−$531K |
| EXCHANGE TRADED CONCEPTS, LLC | 24.3K | $6.62M | −$377.4K | Cut−$454.5K |
| TUDOR INVESTMENT CORP ET AL | 24.2K | $6.6M | −$376K | Cut−$6.5M |
| SCOTIA CAPITAL INC. | 24.1K | $6.57M | −$359.8K | Cut−$103K |
| J.W. COLE ADVISORS, INC. | 23.9K | $6.5M | −$43.9K | Cut−$8.2K |
| Richmond Brothers, Inc. | 23.8K | $6.48M | −$369.8K | Cut−$531K |
| Waverly Advisors, LLC | 23.6K | $6.42M | −$365.8K | Cut−$1.19M |
| Equitable Holdings, Inc. | 22.3K | $6.4M | −$11.6K | Added$713.5K |
| BAILARD, INC. | 23.2K | $6.33M | −$360.7K | Cut−$906.8K |
| HARBOUR INVESTMENTS, INC. | 23.2K | $6.31M | −$290.5K | Added$919.5K |
| Apollon Financial, LLC | 23.1K | $6.29M | −$358.5K | Cut−$368.5K |
| CVA Family Office, LLC | 22.9K | $6.25M | −$355.9K | Cut−$1.06M |
| Safeguard Investment Advisory Group, LLC | 22.5K | $6.13M | −$349.1K | Cut−$746.6K |
| NORTHERN TRUST CORP | 22.3K | $6.06M | −$340K | Cut−$242.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22.1K | $6.03M | −$101.4K | Added$4.15M |
| Allworth Financial LP | 22.1K | $6.01M | −$342.2K | Cut−$351.7K |
| Trinity Legacy Partners, LLC | 21.5K | $5.98M | −$193.7K | Added$372.1K |
| Madden Advisory Services, Inc. | 21.2K | $5.78M | −$329.1K | Cut−$758.9K |
| Cornerstone Advisory, LLC | 21K | $5.73M | −$326.4K | Cut−$351.2K |
| SAGE RHINO CAPITAL LLC | 21K | $5.71M | −$297.5K | Added$193.5K |
| Chokshi & Queen Wealth Advisors, Inc | 20.9K | $5.7M | −$324.8K | Cut−$440.8K |
| Quantinno Capital Management LP | 20.9K | $5.68M | −$258.2K | Added$888.4K |
| Retirement Planning Group, LLC | 20.8K | $5.66M | −$68.9K | Added$4.38M |
| BROWN ADVISORY INC | 20.4K | $5.56M | −$310.5K | Cut−$201.3K |
| Citadel | 20.4K | $5.55M | −$279.5K | Added$363.5K |
| CITIGROUP INC | 20.3K | $5.53M | −$315.2K | Cut−$341.7K |
| WESCAP Management Group, Inc. | 20.3K | $5.52M | −$314.6K | Cut−$376.4K |
| Clearstead Advisors, LLC | 20.1K | $5.48M | −$301.9K | Cut−$122.4K |
| JMAC ENTERPRISES LLC | 19.9K | $5.41M | −$302.5K | Cut−$200.4K |
| David Kennon Inc | 19.8K | $5.4M | −$307.8K | Cut−$1.09M |
| Independent Advisor Alliance | 19.8K | $5.38M | — | New |
| Destination Wealth Management | 19.4K | $5.27M | −$300.7K | Cut−$299.3K |
| ASSETMARK, INC | 19.3K | $5.25M | −$209.7K | Added$1.36M |
| Allianz Asset Management GmbH | 19K | $5.17M | −$232.8K | Added$856.5K |
| Anchor Investment Management, LLC | 18.2K | $4.95M | −$269.3K | Cut−$48.9K |
| Robertson Stephens Wealth Management, LLC | 18K | $4.91M | −$280.1K | Cut−$368.5K |
| Circle Wealth Management, LLC | 17.6K | $4.79M | −$272.7K | Cut−$380.1K |
| AMI INVESTMENT MANAGEMENT INC | 17K | $4.64M | −$259.4K | Cut−$173.6K |
| WEBSTER BANK, N. A. | 16.8K | $4.57M | −$255.9K | Cut−$175.9K |
| Sequoia Financial Advisors, LLC | 16.7K | $4.55M | −$259.3K | Cut−$378.8K |
| Orion Porfolio Solutions, LLC | 16.4K | $4.48M | −$255K | Cut−$1.67M |
| Onyx Bridge Wealth Group LLC | 16.4K | $4.46M | −$254.2K | Cut−$281.5K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16.1K | $4.38M | −$214.1K | Added$412.8K |
| Gibraltar Capital Management, Inc. | 16.1K | $4.38M | −$248.2K | Cut−$221K |
| Atria Investments, Inc | 15.2K | $4.14M | −$236.1K | Cut−$363.1K |
| HB Wealth Management, LLC | 14.9K | $4.06M | −$231.2K | Cut−$406.5K |
| WASHINGTON GROWTH STRATEGIES LLC | 14.9K | $4.05M | −$230.8K | Cut−$398.6K |
| Wealthfront Advisers LLC | 14.7K | $4.02M | −$219.6K | Cut−$56.5K |
| Guardian Wealth Management, LLC | 14.5K | $3.94M | −$221.8K | Cut−$175.7K |
| Baron Financial Group, LLC | 14.4K | $3.93M | −$224.2K | Cut−$230.5K |
| TD Waterhouse Canada Inc. | 14.3K | $3.93M | −$168.7K | Added$272.3K |
| Tower Research Capital LLC (TRC) | 14.4K | $3.93M | −$223.7K | Cut−$859.6K |
| Crestwood Advisors Group, LLC | 14.4K | $3.92M | −$19K | Added$3.57M |
| Concurrent Investment Advisors, LLC | 14K | $3.8M | −$216.7K | Cut−$742K |
| Praetorian Wealth Management, Inc. | 13.5K | $3.76M | −$130.5K | Cut−$211.1K |
| GWN SECURITIES INC. | 13.8K | $3.75M | −$210.8K | Cut−$166.4K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 13.5K | $3.69M | — | Held |
| Cornerstone Wealth Management, LLC | 13.5K | $3.67M | −$194K | Added$66.4K |
| SBI Securities Co., Ltd. | 13.4K | $3.65M | −$207.8K | Cut−$405.6K |
| Tranquilli Financial Advisor LLC | 13.3K | $3.62M | −$206.6K | Cut−$467.3K |
| Visionary Wealth Advisors | 13.3K | $3.62M | −$109.6K | Added$1.59M |
| Sound View Wealth Advisors Group, LLC | 13.3K | $3.62M | −$206.3K | Cut−$297.9K |
| PENOBSCOT WEALTH MANAGEMENT | 13.3K | $3.61M | −$196.8K | Cut−$36.1K |
| PARK NATIONAL CORP /OH/ | 13.3K | $3.61M | −$205.6K | Cut−$583K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 13.2K | $3.6M | −$202.1K | Cut−$149K |
| BLAIR WILLIAM & CO/IL | 13.2K | $3.59M | −$189.7K | Added$68.8K |
| Advisors Capital Management, LLC | 13K | $3.55M | −$197.4K | Cut−$113.5K |
| Baker Ellis Asset Management LLC | 12.9K | $3.52M | −$198.9K | Cut−$166.2K |
| CreativeOne Wealth, LLC | 12.7K | $3.46M | −$197.5K | Cut−$1.26M |
| Hikari Tsushin, Inc. | 12.4K | $3.38M | −$192.6K | Cut−$2.09M |
| Sigma Planning Corp | 12.2K | $3.33M | −$189.8K | Cut−$333.2K |
| Gladstone Institutional Advisory LLC | 12.2K | $3.31M | −$169.7K | Added$160.4K |
| Stonehage Fleming Financial Services Holdings Ltd | 12.1K | $3.3M | −$110.4K | Added$1.25M |
| Fischer Financial Services, Inc. | 12K | $3.28M | −$183.7K | Cut−$128.2K |
| CORA CAPITAL ADVISORS LLC | 11.9K | $3.24M | −$184.6K | Cut−$184.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 11.7K | $3.18M | −$46.6K | Added$2.31M |
| Westside Investment Management, Inc. | 11.6K | $3.17M | −$180.7K | Cut−$205.2K |
| One Day In July LLC | 11.6K | $3.15M | −$179.8K | Cut−$227.8K |
| RCW Management, LLC | 11.4K | $3.1M | −$176.9K | Cut−$206.9K |
| Aspen Wealth Strategies, LLC | 11K | $2.99M | −$164.8K | Cut−$65.9K |
| BANK OF NOVA SCOTIA | 10.9K | $2.98M | −$169.8K | Cut−$169.8K |
| IHT Wealth Management, LLC | 10.8K | $2.95M | −$171.5K | Cut−$446.3K |
| Joule Financial, LLC | 10.7K | $2.92M | −$164.2K | Cut−$123.9K |
| Raab & Moskowitz Asset Management LLC | 10.7K | $2.9M | −$165.4K | Cut−$219.2K |
| ESG Planning DBA Harper Investing | 10.3K | $2.8M | −$159.4K | Cut−$1.27M |
| EVOKE WEALTH, LLC | 10.2K | $2.78M | −$158.3K | Cut−$158.3K |
| Choate Investment Advisors | 10K | $2.73M | −$155.5K | Cut−$155.5K |
| CIBC Bancorp USA Inc. | 9.89K | $2.69M | — | Held |
| U.S. Capital Wealth Advisors, LLC | 9.64K | $2.62M | −$138.4K | Added$59.3K |
| Autumn Glory Partners, LLC | 9.57K | $2.61M | −$132.7K | Added$146.5K |
| Valmark Advisers, Inc. | 9.57K | $2.61M | −$148.6K | Cut−$240.7K |
| O'ROURKE & COMPANY, Inc | 9.54K | $2.6M | −$147.9K | Cut−$204.9K |
| Financial Freedom, LLC | 9.51K | $2.59M | −$146.4K | Cut−$127.1K |
| US BANCORP \DE\ | 9.32K | $2.54M | −$144.7K | Cut−$1.29M |
| CDKV HOLDINGS LLC | 9.31K | $2.54M | −$138.7K | Cut−$37.2K |
| BOKF, NA | 9.09K | $2.48M | −$141.1K | Cut−$160.4K |
| OPPENHEIMER & CO INC | 9.08K | $2.47M | −$138.1K | Cut−$88K |
| Cresset Asset Management, LLC | 9.08K | $2.47M | −$139K | Cut−$105.3K |
| Cassaday & Co Wealth Management LLC | 9.05K | $2.46M | −$140.4K | Cut−$154.8K |
| World Investment Advisors | 8.98K | $2.45M | −$139K | Cut−$130.8K |
| OneDigital Investment Advisors LLC | 8.95K | $2.44M | −$137.5K | Cut−$111.6K |
| FIRST FINANCIAL CORP /IN/ | 8.94K | $2.43M | −$138.7K | Cut−$472K |
| North Forty Two & Co. | 8.87K | $2.42M | −$134.4K | Cut−$80K |
| Artesa Financial Group, LLC | 8.87K | $2.42M | −$137.8K | Cut−$190.5K |
| FIRST TRUST ADVISORS LP | 8.87K | $2.41M | −$106.9K | Added$435K |
| Thayer Partners, LLC / MA | 8.82K | $2.4M | −$132.8K | Cut−$61.5K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 8.82K | $2.4M | −$134.6K | Cut−$1.27M |
| Arax Advisory Partners | 8.78K | $2.39M | −$101.6K | Added$508.1K |
| Farther Finance Advisors, LLC | 8.63K | $2.37M | −$115.1K | Cut−$121.8K |
| &PARTNERS | 8.69K | $2.37M | −$131.5K | Cut−$72.6K |
| Institute for Wealth Management, LLC. | 8.66K | $2.36M | −$118.6K | Added$162.2K |
| CacheTech Inc. | 8.42K | $2.29M | −$130.7K | Cut−$145.4K |
| Adams Wealth Management | 8.42K | $2.29M | −$130.7K | Cut−$145.4K |
| NORTHSTAR ASSET MANAGEMENT Co | 8.39K | $2.28M | −$128.7K | Cut−$102.9K |
| Hilltop Holdings Inc. | 8.37K | $2.28M | −$130.1K | Cut−$539.7K |
| Sovran Advisors, LLC | 8.24K | $2.25M | −$152.1K | Cut−$30.9K |
| COZAD ASSET MANAGEMENT INC | 8.23K | $2.24M | −$127.8K | Cut−$127.8K |
| North Star Investment Management Corp. | 8.12K | $2.21M | −$125.8K | Cut−$176.2K |
| GENESIS PRIVATE WEALTH, LLC | 8.09K | $2.2M | −$125.5K | Cut−$353.5K |
| NCM Capital Management, LLC | 8.03K | $2.19M | −$124.8K | Cut−$138.9K |
| Point72 Asset Management, L.P. | 7.97K | $2.17M | −$11K | Added$1.97M |
| AIMZ Investment Advisors, LLC | 7.94K | $2.16M | −$123.2K | Cut−$263.4K |
| Capital Management Associates, Inc | 7.84K | $2.13M | −$101.3K | Added$253.5K |
| Lebenthal Global Advisors, LLC | 7.82K | $2.13M | −$120.4K | Cut−$101.6K |
| Brookstone Capital Management | 7.79K | $2.12M | −$120.6K | Cut−$116K |
| Wealthcare Advisory Partners LLC | 7.74K | $2.11M | −$119.8K | Cut−$115.5K |
| Wall Street Financial Group, Inc. | 7.63K | $2.08M | −$117.6K | Cut−$282.7K |
| Sanctuary Advisors, LLC | 7.61K | $2.07M | −$106.8K | Added$92.8K |
| Rooted Wealth Advisors, Inc. | 7.49K | $2.07M | −$94.3K | Cut−$552.5K |
| Clark Capital Management Group, Inc. | 7.42K | $2.02M | −$115.2K | Cut−$1.54M |
| Apollon Wealth Management, LLC | 7.4K | $2.01M | −$114.8K | Cut−$694.2K |
| TruWealth Advisors, LLC | 7.4K | $2.01M | −$114.8K | Cut−$232K |
| Keebeck Wealth Management | 7.34K | $2M | −$113.9K | Cut−$617.9K |
| Rossby Financial, LCC | 7.26K | $1.99M | −$97K | Cut−$237.2K |
| KINGSWOOD WEALTH ADVISORS, LLC | 7.3K | $1.99M | −$101K | Added$120.1K |
| MontVue Capital Management, Inc. | 7.25K | $1.97M | −$112.5K | Cut−$112.5K |
| Elm Partners Management LLC | 7.31K | $1.95M | −$157.2K | Cut−$931.8K |
| NewEdge Wealth, LLC | 7.04K | $1.92M | −$108.8K | Cut−$99.3K |
| Pinnacle Financial Group, LLC / IL | 7.04K | $1.92M | −$102.7K | Added$8.11K |
| Aprio Wealth Management, LLC | 7.04K | $1.92M | −$109K | Cut−$107.4K |
| GLENMEDE TRUST CO NA | 7.03K | $1.91M | −$104K | Cut−$14.6K |
| RWA WEALTH PARTNERS, LLC | 6.99K | $1.9M | −$108.5K | Cut−$251K |
| DAHRING | CUSMANO LLC | 6.95K | $1.89M | −$93.1K | Added$165.9K |
| CATHY PARETO & ASSOCIATES, INC | 6.87K | $1.87M | −$106.7K | Cut−$200.2K |
| JANUS HENDERSON GROUP PLC | 6.85K | $1.87M | −$106.4K | Cut−$2.61M |
| Snowden Capital Advisors LLC | 6.84K | $1.86M | −$104.1K | Cut−$66.3K |
| City State Bank | 6.83K | $1.86M | −$106.1K | Cut−$132K |
| Petix & Botte Co | 6.67K | $1.82M | −$98.9K | Cut−$17.2K |
| Advantage Trust Co | 6.67K | $1.82M | −$93.7K | Added$78.4K |
Who left
- MARSHALL WACE, LLP$9.07M
- Kinloch Capital, LLC$6.38M
- VMS Asset Management Limited$5.68M
- NewEdge Advisors, LLC$4.87M
- Union Bancaire Privee, UBP SA$4.52M
- TIAA TRUST, NATIONAL ASSOCIATION$4.14M
- Renaissance Technologies$3.9M
- Axiom Financial Strategies, LLC$3.54M
- BEARING POINT CAPITAL, LLC$3.53M
- Crown Wealth Group, LLC$2.97M
- Mirae Asset Global Investments Co., Ltd.$2.61M
- CORDA Investment Management, LLC.$2M
- STAPP WEALTH MANAGEMENT, PLLC$1.61M
- Empowered Funds, LLC$1.6M
- NOMURA ASSET MANAGEMENT CO LTD$1.57M
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.