Stock
Reported value
$33.7B
Holders
1,961
+90 new · −126 exited
Holders’ est. mark
−$2.62B
Price effect on 245 books still in the name
Largest holder
$10.5B
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $36.7M
- Fidelity0.0% · $55.9M
- Citadel0.0% · $773.8K
- State Street0.0% · $823.3K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 15.1M | $10.5B | −$833.3M | Cut−$664.9M |
| JPMORGAN CHASE & CO | 6.43M | $4.3B | −$546.2M | Cut−$539.1M |
| MORGAN STANLEY | 2.12M | $1.48B | −$118.8M | Cut−$142.4M |
| UBS Group AG | 1.54M | $1.07B | −$85.5M | Cut−$77.5M |
| WELLS FARGO & COMPANY/MN | 1.53M | $1.07B | −$86M | Cut−$93.7M |
| LPL Financial LLC | 1.25M | $874M | −$70.2M | Cut−$107.4M |
| PGIM Custom Harvest LLC | 823.3K | $574.5M | −$46.2M | Cut−$54.7M |
| RAYMOND JAMES FINANCIAL INC | 812.5K | $566.9M | −$44.8M | Cut−$35.5M |
| ROYAL BANK OF CANADA | 726.8K | $507.1M | −$40.7M | Cut−$55.9M |
| AMERIPRISE FINANCIAL INC | 659K | $460.2M | −$36.8M | Cut−$57.1M |
| Focus Partners Wealth | 645.9K | $447.1M | −$39.7M | Cut−$530.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 624.5K | $435.7M | −$35M | Cut−$41M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 471.3K | $328.8M | −$26.4M | Cut−$88.4M |
| HighTower Advisors, LLC | 423.2K | $295.3M | −$23.2M | Cut−$16.8M |
| STIFEL FINANCIAL CORP | 409.7K | $285.9M | −$22.9M | Cut−$22.5M |
| Equitable Holdings, Inc. | 212.7K | $274.9M | $114.5M | Added$46.5M |
| ENVESTNET ASSET MANAGEMENT INC | 363.1K | $253.3M | −$19.4M | Cut−$7.27M |
| Cetera Investment Advisers | 335.6K | $234.1M | −$18.8M | Cut−$19.4M |
| Rockefeller Capital Management L.P. | 299.7K | $209.1M | −$16.1M | Cut−$7.42M |
| PNC Financial Services Group, Inc. | 298.3K | $208.1M | −$16.7M | Cut−$25.9M |
| Russell Investments Group, Ltd. | 278.5K | $194.3M | −$15.6M | Cut−$15.1M |
| OSAIC HOLDINGS, INC. | 262.4K | $183.2M | −$14.7M | Cut−$20.3M |
| NORTHERN TRUST CORP | 259.2K | $180.8M | −$7.32M | Added$82.4M |
| Cerity Partners LLC | 249.8K | $174.3M | −$14M | Cut−$15.6M |
| Lido Advisors, LLC | 218.6K | $152.5M | −$10.7M | Added$1.42M |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 204.7K | $142.8M | −$11.5M | Cut−$11.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | 193.6K | $135.1M | −$10.9M | Cut−$22.1M |
| TRUIST FINANCIAL CORP | 175.6K | $122.5M | −$9.84M | Cut−$14.3M |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 174.4K | $121.7M | −$9.78M | Cut−$11.7M |
| MERCER GLOBAL ADVISORS INC /ADV | 167.7K | $117M | −$9.4M | Cut−$71.2M |
| Compass Financial Group, INC/SD | 162.6K | $113.5M | −$8.68M | Cut−$3.25M |
| Creative Planning | 159.8K | $111.5M | −$8.26M | Added$414.2K |
| GOLDMAN SACHS GROUP INC | 135.8K | $94.7M | −$7.61M | Cut−$11.6M |
| ASSETMARK, INC | 135.7K | $94.6M | −$6.55M | Added$6.52M |
| 71 West Capital Partners | 135.4K | $94.5M | −$6.99M | Added$519.9K |
| M&T Bank Corp | 131.8K | $92M | −$7.39M | Cut−$13M |
| ARMSTRONG ADVISORY GROUP, INC | 127.8K | $89.1M | −$7.16M | Cut−$23.8M |
| FIFTH THIRD BANCORP | 118.8K | $82.9M | −$2.74M | Added$46M |
| BROWN ADVISORY INC | 116.1K | $81M | −$6.51M | Cut−$7.22M |
| BAILARD, INC. | 113.5K | $79.2M | −$6.36M | Cut−$6.68M |
| Corient Private Wealth LLC | 114.3K | $76.9M | −$9.23M | Cut−$11.2M |
| NORTHSTAR ASSET MANAGEMENT Co | 109.2K | $76.2M | −$6.12M | Cut−$6.67M |
| Beacon Capital Management, Inc. | 100.8K | $70.3M | −$5.65M | Cut−$39.5M |
| Kestra Advisory Services, LLC | 100.1K | $69.8M | −$4.59M | Added$8.14M |
| Silicon Valley Capital Partners | 95.8K | $66.9M | −$5.29M | Cut−$4.3M |
| AGF MANAGEMENT LTD | 94.3K | $65.8M | −$5.29M | Cut−$7.17M |
| Mariner, LLC | 94K | $65.6M | −$5.04M | Cut−$2.26M |
| JONES FINANCIAL COMPANIES LLLP | 95.1K | $64.8M | −$5.75M | Added$4.84M |
| Sanctuary Advisors, LLC | 90.5K | $63.2M | −$5.08M | Cut−$5.6M |
| Yarbrough Capital, LLC | 89.1K | $62.1M | −$4.99M | Cut−$4.99M |
| Systematic Alpha Investments, LLC | 658.4K | $57.4M | −$54.9M | Cut−$4.61M |
| WBH ADVISORY INC | 80.8K | $57.1M | −$3.81M | Cut−$9.48M |
| MML INVESTORS SERVICES, LLC | 80.4K | $56.1M | −$4.51M | Cut−$9.57M |
| Fidelity | 80.2K | $55.9M | −$4.1M | Added$734.7K |
| KCM INVESTMENT ADVISORS LLC | 76.4K | $53.3M | −$4.28M | Cut−$8.44M |
| BANK OF MONTREAL /CAN/ | 75.1K | $52.4M | −$3.52M | Added$5.02M |
| Spire Wealth Management | 74.8K | $52.2M | −$4.19M | Cut−$11M |
| MAI Capital Management | 74.2K | $51.7M | −$4.16M | Cut−$4.92M |
| Apollon Wealth Management, LLC | 72.5K | $50.6M | −$3.93M | Cut−$2.27M |
| AMI INVESTMENT MANAGEMENT INC | 70.1K | $48.9M | −$3.8M | Cut−$2.2M |
| Fisher Asset Management, LLC | 64.8K | $45.2M | −$3.63M | Cut−$4.31M |
| Quantinno Capital Management LP | 62.9K | $43.9M | −$2.95M | Added$4.24M |
| Private Advisor Group, LLC | 61.8K | $43.2M | −$3.47M | Cut−$4.63M |
| TRUST CO OF OKLAHOMA | 60.7K | $42.3M | −$3.4M | Cut−$3.83M |
| HOLLENCREST CAPITAL MANAGEMENT | 58.7K | $41M | −$3.29M | Cut−$3.33M |
| PARK NATIONAL CORP /OH/ | 58.6K | $40.9M | −$2.88M | Added$2.16M |
| CAPTRUST FINANCIAL ADVISORS | 58.3K | $40.7M | −$1.78M | Added$16.8M |
| PINNACLE ASSOCIATES LTD | 56.6K | $39.5M | −$3.17M | Cut−$3.66M |
| IEQ CAPITAL, LLC | 54.9K | $38.3M | −$3.03M | Cut−$2.38M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 61.4K | $38.1M | −$9.04M | Cut−$26.2M |
| Elwood & Goetz Wealth Advisory Group, LLC | 54.6K | $38.1M | −$2.93M | Cut−$1.28M |
| Steward Partners Investment Advisory, LLC | 54.4K | $38M | −$3.05M | Cut−$4.26M |
| CVA Family Office, LLC | 52.8K | $36.8M | −$2.8M | Cut−$784.6K |
| Icahn Capital | 52.6K | $36.7M | −$2.53M | Added$2.72M |
| CITIGROUP INC | 51.2K | $35.7M | −$1.78M | Added$11.8M |
| Madison Asset Management, LLC | 49.9K | $34.8M | −$2.8M | Cut−$9M |
| JOHNSON INVESTMENT COUNSEL INC | 48K | $33.5M | −$2.63M | Cut−$1.88M |
| SBI Securities Co., Ltd. | 47.9K | $33.4M | −$2.69M | Cut−$3M |
| MassMutual Private Wealth & Trust, FSB | 47.3K | $33M | −$2.65M | Cut−$2.69M |
| EP Wealth Advisors, LLC | 46.8K | $32.7M | −$832.7K | Added$21.5M |
| &PARTNERS | 44.6K | $31.2M | −$2.42M | Cut−$1.18M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 44.5K | $31.1M | — | Held |
| HARBOUR INVESTMENTS, INC. | 43.4K | $30.3M | −$2.43M | Cut−$18.9M |
| Circle Wealth Management, LLC | 43.1K | $30.1M | −$2.41M | Cut−$2.5M |
| Baird Financial Group, Inc. | 41.6K | $29.1M | −$2.33M | Cut−$3.78M |
| Marotta Asset Management | 40.9K | $28.9M | −$1.93M | Cut−$2.72M |
| Mokosak Advisory Group, LLC | 41.2K | $28.8M | −$2.3M | Cut−$3.41M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 41.3K | $28.8M | — | New |
| FIRST MERCHANTS CORP | 39.3K | $27.4M | −$2.18M | Cut−$1.98M |
| Portfolio Strategies, Inc. | 39K | $27.2M | −$2.17M | Cut−$2.78M |
| Wiser Wealth Management, Inc | 38.8K | $27M | −$2.07M | Cut−$836.5K |
| Keebeck Wealth Management | 36.8K | $25.7M | −$2.06M | Cut−$3.65M |
| Enclave Advisors LLC | 36.5K | $25.5M | −$2.05M | Cut−$2.99M |
| XML Financial, LLC | 36.4K | $25.4M | −$2.02M | Cut−$1.74M |
| Pathstone Holdings, LLC | 36.1K | $25.2M | −$2.02M | Cut−$2.28M |
| FIL Ltd | 35.5K | $24.8M | −$1.99M | Cut−$13.1M |
| Gratus Wealth Advisors, LLC | 34.5K | $24.1M | −$1.93M | Cut−$4.07M |
| Robertson Stephens Wealth Management, LLC | 34.1K | $23.8M | −$1.91M | Cut−$2.11M |
| Wealthfront Advisers LLC | 33.6K | $23.5M | −$1.77M | Cut−$350.6K |
| Stratos Wealth Partners, LTD. | 33.3K | $23.3M | −$1.87M | Cut−$2.41M |
| Wealth Group Ltd | 33.3K | $23.2M | −$1.85M | Cut−$1.65M |
| IFP Advisors, Inc | 33.1K | $23.1M | −$1.84M | Cut−$1.63M |
| White Lighthouse Investment Management Inc. | 32.4K | $22.6M | −$1.82M | Cut−$2.04M |
| Baker Ellis Asset Management LLC | 32.2K | $22.4M | −$1.8M | Cut−$2.75M |
| BBR PARTNERS, LLC | 32K | $22.3M | −$1.79M | Cut−$1.79M |
| BLAIR WILLIAM & CO/IL | 31.5K | $22M | −$1.77M | Cut−$3.15M |
| Cresset Asset Management, LLC | 31.4K | $21.9M | −$1.67M | Cut−$551.2K |
| Capital Advisors Wealth Management, LLC | 30.5K | $21.3M | −$1.71M | Cut−$7.19M |
| Ameritas Advisory Services, LLC | 30.5K | $21.3M | −$1.71M | Cut−$7.41M |
| BARINGS LLC | 30K | $20.9M | −$1.68M | Cut−$7.89M |
| SCS Capital Management LLC | 29.8K | $20.8M | −$1.64M | Cut−$1.29M |
| Perigon Wealth Management, LLC | 29.5K | $20.6M | −$1.63M | Cut−$1.31M |
| LOWE BROCKENBROUGH & CO INC | 29.5K | $20.5M | −$1.64M | Cut−$1.56M |
| Cornerstone Advisory, LLC | 29.2K | $20.4M | −$1.45M | Added$812.1K |
| HB Wealth Management, LLC | 29.1K | $20.3M | −$1.63M | Cut−$1.75M |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 28.9K | $20.2M | −$1.53M | Cut−$338.1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 28.8K | $20.1M | −$1.12M | Added$5.07M |
| VICTORY CAPITAL MANAGEMENT INC | 28.3K | $19.8M | — | New |
| Financial Perspectives, Inc | 27.9K | $19.5M | −$1.56M | Cut−$1.46M |
| REDSTONE WEALTH MANAGEMENT, LLC | 27.8K | $19.4M | −$1.52M | Cut−$1.06M |
| Anchor Investment Management, LLC | 27.8K | $19.4M | −$1.56M | Cut−$1.93M |
| JANE STREET GROUP, LLC | 27.4K | $19.1M | −$297.8K | Added$15.1M |
| OPPENHEIMER & CO INC | 27.3K | $19M | −$1.47M | Cut−$769.3K |
| Gotham Asset Management, LLC | 27.2K | $19M | −$1.28M | Added$1.74M |
| AlphaCore Capital LLC | 27.1K | $18.9M | −$1.52M | Cut−$6.45M |
| Annex Advisory Services, LLC | 27K | $18.9M | −$1.52M | Cut−$1.96M |
| SCOTIA CAPITAL INC. | 26.9K | $18.7M | −$1.5M | Cut−$4.09M |
| J.W. COLE ADVISORS, INC. | 26.7K | $18.6M | $1.23M | Added$1.09M |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 26.4K | $18.4M | −$1.48M | Cut−$1.6M |
| World Investment Advisors | 26.4K | $18.4M | −$1.47M | Cut−$1.39M |
| Savvy Advisors, Inc. | 26.3K | $18.3M | −$1.29M | Added$971.6K |
| Concurrent Investment Advisors, LLC | 26.2K | $18.3M | −$1.47M | Cut−$2.12M |
| Fiduciary Trust Co | 25.9K | $18.1M | −$1.45M | Cut−$4.02M |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 25.6K | $17.8M | −$1.43M | Cut−$1.8M |
| Sound View Wealth Advisors Group, LLC | 25.1K | $17.5M | −$1.41M | Cut−$1.65M |
| SIMON QUICK ADVISORS, LLC | 25K | $17.4M | −$1.37M | Cut−$1.05M |
| Pioneer Family Office, LLC | 24.9K | $17.4M | −$911.9K | Added$5.13M |
| Independent Advisor Alliance | 24.8K | $17.3M | −$118.9K | Added$15.7M |
| Integrated Wealth Concepts LLC | 24.7K | $17.2M | −$945.6K | Added$4.5M |
| Junk Investment Group, LLC | 24.4K | $17M | — | Held |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 24.3K | $16.9M | −$1.28M | Cut−$232.1K |
| MGO ONE SEVEN LLC | 24.2K | $16.9M | −$1.33M | Cut−$936.5K |
| KTF INVESTMENTS, LLC | 24.2K | $16.9M | −$1.36M | Cut−$1.83M |
| Wheelhouse Advisory Group LLC | 24K | $16.7M | −$1.48M | Cut−$1.12M |
| KWMG, LLC | 23.2K | $16.2M | −$1.3M | Cut−$1.41M |
| Curi Capital, LLC | 23.2K | $16.2M | −$1.3M | Cut−$1.3M |
| Beacon Pointe Advisors, LLC | 23K | $16M | −$1.05M | Added$1.92M |
| ARKANSAS FINANCIAL GROUP, INC. | 21.6K | $15.9M | −$297.6K | Added$616.7K |
| Praetorian Wealth Management, Inc. | 21.5K | $15.9M | −$308.7K | Added$29.8K |
| FORONJY FINANCIAL LLC | 22.7K | $15.8M | −$1.2M | Cut−$261.6K |
| Merit Financial Group, LLC | 22.6K | $15.7M | −$1.18M | Cut−$125.3K |
| Hartford Financial Management Inc. | 22.3K | $15.5M | −$1.25M | Cut−$1.43M |
| Curtis Advisory Group, LLC | 22.2K | $15.5M | −$1.24M | Cut−$1.24M |
| Atria Investments, Inc | 22.1K | $15.4M | −$1.21M | Cut−$835K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 22K | $15.3M | −$1.15M | Cut−$105.4K |
| Gibraltar Capital Management, Inc. | 21.7K | $15.1M | −$1.16M | Cut−$485.5K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 21.3K | $14.9M | −$1.19M | Cut−$1.96M |
| Madden Advisory Services, Inc. | 21.3K | $14.8M | −$1.19M | Cut−$1.48M |
| Leeward Financial Partners, LLC | 21.2K | $14.8M | −$1.19M | Cut−$2.88M |
| Beacon Capital Management, LLC | 21.1K | $14.7M | −$1.18M | Cut−$3.69M |
| Fifth Third Wealth Advisors LLC | 21.1K | $14.7M | −$1.14M | Cut−$579.1K |
| JMAC ENTERPRISES LLC | 21K | $14.6M | −$1.16M | Cut−$1M |
| Karpus Management, Inc. | 20.9K | $14.6M | −$1.17M | Cut−$4.26M |
| FCA CORP /TX | 20.7K | $14.4M | −$1.16M | Cut−$1.19M |
| Crewe Advisors LLC | 20.6K | $14.3M | −$1.15M | Cut−$1.15M |
| Western Wealth Management, LLC | 20.5K | $14.3M | −$938.4K | Added$1.66M |
| Dorsey & Whitney Trust CO LLC | 20.3K | $14.1M | −$1.14M | Cut−$1.59M |
| BlackRock, Inc. | 20.2K | $14.1M | −$1.13M | Cut−$1.94M |
| FIRST FINANCIAL CORP /IN/ | 20.1K | $14M | −$1.13M | Cut−$1.51M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 20K | $13.9M | −$286.5K | Added$10.1M |
| Triangle Securities Wealth Management | 19.9K | $13.9M | −$1.11M | Cut−$1.35M |
| Mutual Advisors, LLC | 19.6K | $13.7M | −$1.07M | Cut−$639.7K |
| Sage Mountain Advisors LLC | 19.2K | $13.4M | −$1.08M | Cut−$1.08M |
| CoreCap Advisors, LLC | 19.2K | $13.4M | −$1.08M | Cut−$1.2M |
| AXXCESS WEALTH MANAGEMENT, LLC | 19.2K | $13.4M | −$1.08M | Cut−$1.71M |
| CHATHAM CAPITAL GROUP, INC. | 19.1K | $13.3M | −$1.07M | Cut−$1.09M |
| Snowden Capital Advisors LLC | 18.9K | $13.2M | −$1.06M | Cut−$1.64M |
| Atlas Legacy Advisors, LLC | 25.1K | $13.1M | −$3.94M | Added$345K |
| Advisory Services Network, LLC | 18.3K | $12.8M | −$1.01M | Cut−$846.8K |
| Certified Advisory Corp | 18.1K | $12.6M | −$1.02M | Cut−$1.08M |
| Magnolia Wealth Management, LLC | 18K | $12.5M | −$993.3K | Cut−$834.9K |
| US BANCORP \DE\ | 17.6K | $12.3M | −$988.8K | Cut−$1.46M |
| Osbon Capital Management LLC | 17.5K | $12.2M | −$982.6K | Cut−$1.38M |
| Hobart Private Capital, LLC | 17.4K | $12.1M | −$975.6K | Cut−$1.26M |
| Principle Wealth Partners LLC | 17.4K | $12.1M | −$947.6K | Cut−$598.7K |
| TRUE Private Wealth Advisors | 17.4K | $12.1M | −$974.7K | Cut−$2.55M |
| Evelyn Partners Investment Management (Europe) Ltd | 17.4K | $12.1M | −$973.9K | Cut−$1.17M |
| ALEXANDER LABRUNERIE & CO., INC. | 17K | $11.9M | −$953K | Cut−$2.09M |
| Wilmington Savings Fund Society, FSB | 16.9K | $11.8M | −$947.7K | Cut−$1.13M |
| JBR Co Financial Management Inc | 15.6K | $11.8M | $0 | Held |
| Farther Finance Advisors, LLC | 16.7K | $11.8M | −$744.5K | Cut−$136.8K |
| TITLEIST ASSET MANAGEMENT, LLC | 16.7K | $11.7M | −$921.9K | Cut−$740.5K |
| Wall Street Financial Group, Inc. | 16.4K | $11.5M | −$930.1K | Cut−$2.49M |
| BOKF, NA | 16.2K | $11.3M | −$909K | Cut−$1.04M |
| SteelPeak Wealth, LLC | 16.1K | $11.2M | −$147.8K | Added$9.24M |
| Retirement Planning Group, LLC | 16.1K | $11.2M | −$872.9K | Cut−$524.7K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 16.1K | $11.2M | −$900.6K | Cut−$15.2M |
| Pinnacle Financial Partners, Inc. | 15.8K | $11M | −$861.9K | Cut−$582.4K |
| Capital Planning LLC | 15.7K | $11M | −$917.3K | Cut−$1.54M |
| Royal Fund Management, LLC | 15.5K | $10.9M | −$863.8K | Cut−$671.2K |
| GLENMEDE TRUST CO NA | 15.5K | $10.8M | −$859.7K | Cut−$738.3K |
| Prospera Financial Services Inc | 15.5K | $10.8M | −$863K | Cut−$786.8K |
| New Insight Wealth Advisors | 15.3K | $10.7M | −$857.4K | Cut−$862.6K |
| D.A. DAVIDSON & CO. | 15.1K | $10.5M | −$843.9K | Cut−$1.09M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 101.7K | $10.5M | −$7.24M | Added$2.12M |
| PENOBSCOT WEALTH MANAGEMENT | 15K | $10.5M | −$842.4K | Cut−$1.85M |
| Focused Wealth Management, Inc | 15K | $10.4M | −$839.4K | Cut−$935.9K |
| Financial Freedom, LLC | 14.9K | $10.4M | −$833.3K | Cut−$850.7K |
| PATTON ALBERTSON MILLER GROUP, LLC | 14.8K | $10.4M | −$828.5K | Cut−$784.5K |
| Fifth Third Securities, Inc. | 14.8K | $10.3M | −$824.4K | Cut−$750.4K |
| Strengthening Families & Communities, LLC | 14.8K | $10.3M | −$827.8K | Cut−$3.35M |
| Olistico Wealth, LLC | 14.7K | $10.3M | −$826.8K | Cut−$2.4M |
| SWAN Capital LLC | 14.7K | $10.3M | −$825.3K | Cut−$2.25M |
| INDEPENDENT FINANCIAL GROUP, LLC | 14.7K | $10.3M | −$808.8K | Cut−$610K |
| NWF Advisory Services Inc. | 14.7K | $10.2M | −$822.4K | Cut−$809.9K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 14.6K | $10.2M | −$821K | Cut−$1.19M |
| BNP PARIBAS FINANCIAL MARKETS | 14.5K | $10.1M | −$646K | Added$1.46M |
| Brookstone Capital Management | 14.4K | $10.1M | −$809.2K | Cut−$3.19M |
| Bank of New York Mellon Corp | 14.4K | $10M | −$743.8K | Added$39K |
| Bouchey Financial Group Ltd | 13.4K | $9.94M | −$183K | Cut−$1.54M |
| Summitas Investment Management LLC | 14.2K | $9.89M | −$772.2K | Cut−$496.6K |
| NAPLES GLOBAL ADVISORS, LLC | 14.1K | $9.83M | −$788.1K | Cut−$764.4K |
| AE Wealth Management LLC | 14K | $9.79M | −$717.4K | Added$156.1K |
| Perennial Investment Advisors, LLC | 14K | $9.79M | −$772.2K | Cut−$580.3K |
| Quaker Wealth Management, LLC | 14K | $9.77M | −$785.6K | Cut−$961.2K |
| Wedmont Private Capital | 13.2K | $9.76M | −$338.7K | Added$154.3K |
| Vermillion Wealth Management, Inc. | 14K | $9.75M | −$773.4K | Cut−$645.8K |
| ESG Planning DBA Harper Investing | 13.9K | $9.7M | −$776K | Cut−$728.6K |
| Chevy Chase Trust Holdings, LLC | 13.8K | $9.65M | −$775.3K | Cut−$907.2K |
| VestGen Advisors, LLC | 85.6K | $9.61M | −$6.54M | Added$1.92M |
| Haverford Trust Co | 13.6K | $9.52M | −$764.7K | Cut−$815.9K |
| CIBC Bancorp USA Inc. | 13.6K | $9.5M | — | Held |
| MONETA GROUP INVESTMENT ADVISORS LLC | 108.5K | $9.46M | −$9.23M | Cut−$977.1K |
| FPC INVESTMENT ADVISORY, INC. | 90.8K | $9.46M | −$7.32M | Added$966.8K |
| TD PRIVATE CLIENT WEALTH LLC | 13.5K | $9.44M | −$758.8K | Cut−$765.6K |
| VISTA INVESTMENT MANAGEMENT | 13.5K | $9.42M | −$710.4K | Cut−$127.8K |
| Advisors Capital Management, LLC | 13.4K | $9.33M | −$748.7K | Cut−$736.1K |
| ATLAS CAPITAL ADVISORS INC. | 13.3K | $9.29M | −$746.3K | Cut−$1.68M |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 13.3K | $9.28M | −$706.3K | Cut−$220.7K |
| Waverly Advisors, LLC | 13.3K | $9.28M | −$594.6K | Added$1.28M |
| NEUBERGER BERMAN GROUP LLC | 12.9K | $9.01M | −$720.5K | Cut−$679.4K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 12.9K | $8.98M | −$707.1K | Cut−$516.6K |
| ASPIRIANT, LLC | 12.9K | $8.97M | −$720.6K | Cut−$1.05M |
| Parallel Advisors, LLC | 12.6K | $8.78M | −$677.1K | Cut−$319.9K |
| CWM, LLC | 12.6K | $8.77M | $8.72M | Added$8.76M |
| E&G Advisors, LP | 12.4K | $8.68M | −$697.7K | Cut−$761K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12.4K | $8.68M | −$544.2K | Added$1.36M |
| NorthRock Partners, LLC | 99.3K | $8.66M | −$8.18M | Cut−$589.3K |
| Kingsview Wealth Management, LLC | 12.1K | $8.45M | −$640.2K | Cut−$162.2K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12K | $8.39M | −$655.6K | Cut−$430.2K |
Who left
- Provida Pension Fund Administrator$334.7M
- NewEdge Advisors, LLC$28.1M
- Kinloch Capital, LLC$16.7M
- Axiom Financial Strategies, LLC$10.6M
- WULFF, HANSEN & CO.$6.61M
- Live Oak Investment Partners$4.25M
- Quantum Capital Management, LLC / NJ$3.84M
- Cordoba Advisory Partners LLC$3.28M
- Tradewinds, LLC.$2.98M
- Renaissance Technologies$2.86M
- TTP Investments, Inc.$2.05M
- BAMCO INC /NY/$2.02M
- WIN ADVISORS, INC$2.01M
- Austin Wealth Management, LLC$2.01M
- WealthTrust Asset Management, LLC$2M
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.