Stock
Western Midstream Partners L
Ticker not mapped · held by 346 managers
Reported value
$6.53B
Holders
346
+48 new · −28 exited
Holders’ est. mark
$244.1M
Price effect on 220 books still in the name
Largest holder
$1.59B
ALPS ADVISORS INC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $1.61M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| ALPS ADVISORS INC | 38.6M | $1.59B | $58.6M | Added$205.3M |
| Invesco Ltd. | 24M | $990M | $39.6M | Added$53.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 8.87M | $365.2M | $13.8M | Added$38.1M |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 8.78M | $361.5M | $14.3M | Added$24.2M |
| GOLDMAN SACHS GROUP INC | 8.76M | $360.6M | $14.6M | Cut−$17.1M |
| Blackstone Inc. | 8.76M | $360.5M | $14.6M | Cut−$77.7M |
| NEUBERGER BERMAN GROUP LLC | 6.28M | $258.7M | $10.5M | Added$2.85M |
| MORGAN STANLEY | 4.55M | $187.3M | $7.6M | Cut−$27.8M |
| KAYNE ANDERSON CAPITAL ADVISORS LP | 3.92M | $161.3M | $6.51M | Added$7.21M |
| UBS Group AG | 3.72M | $153.2M | $5.85M | Added$14.9M |
| Clearbridge Investments, LLC | 2.62M | $108M | $4.38M | Added$4.38M |
| WESTWOOD HOLDINGS GROUP INC | 2.14M | $88.2M | $72K | Added$86.5M |
| BNP PARIBAS FINANCIAL MARKETS | 2.11M | $86.7M | $2.5M | Added$27.5M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 1.68M | $69M | $2.57M | Added$8.17M |
| ING GROEP NV | 1.59M | $65.4M | $1.2M | Added$37.1M |
| MILLER HOWARD INVESTMENTS INC /NY | 1.58M | $65.3M | $2.49M | Added$6.34M |
| Fractal Investments LLC | 1.58M | $65M | $2.63M | Added$2.63M |
| JPMORGAN CHASE & CO | 1.49M | $62M | $3.16M | Cut−$56.7M |
| BERKLEY W R CORP | 1.27M | $52.2M | $1.48M | Added$17.1M |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1.23M | $50.8M | $1.93M | Added$5.11M |
| Recurrent Investment Advisors LLC | 1.13M | $46.7M | $1.9M | Cut−$6.16M |
| BANK OF AMERICA CORP /DE/ | 1.13M | $46.5M | $1.88M | Cut−$41.9M |
| CIBC Bancorp USA Inc. | 1.07M | $44.1M | — | Held |
| EAGLE GLOBAL ADVISORS LLC | 1.06M | $43.8M | $1.78M | Cut−$5.62M |
| BARCLAYS PLC | 1.06M | $43.7M | $1.77M | Added$1.74M |
| STIFEL FINANCIAL CORP | 983.9K | $40.5M | $1.62M | Added$2.26M |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 914.5K | $37.7M | $1.53M | Cut−$5.39M |
| FIRST TRUST ADVISORS LP | 902.6K | $37.2M | $1.08M | Added$11.5M |
| WELLS FARGO & COMPANY/MN | 838.6K | $34.5M | $1.29M | Added$3.95M |
| BROOKFIELD Corp /ON/ | 671K | $27.6M | $1.12M | Added$730.6K |
| NATIXIS | 669.1K | $27.5M | $1.12M | Added$1.12M |
| Texas Yale Capital Corp. | 632.8K | $26.1M | $1.03M | Added$1.59M |
| RAYMOND JAMES FINANCIAL INC | 555.7K | $22.9M | $928K | Added$637.4K |
| Empowered Funds, LLC | 473K | $19.5M | — | New |
| Allianz Asset Management GmbH | 443.5K | $18.3M | $389.6K | Added$9.04M |
| Empirical Finance, LLC | 442.2K | $18.2M | $395.4K | Added$8.85M |
| Terril Brothers, Inc. | 405.2K | $16.7M | $670.7K | Added$816.9K |
| Catalyst Capital Advisors LLC | 401.8K | $16.5M | $617.9K | Added$1.93M |
| Adams Asset Advisors, LLC | 342.1K | $14.1M | $571.3K | Added$571.3K |
| JENNISON ASSOCIATES LLC | 319.4K | $13.2M | $533.4K | Cut−$1.66M |
| Knollwood Investment Advisory, LLC | 301K | $12.4M | $502.7K | Added$502.7K |
| LPL Financial LLC | 299.9K | $12.3M | $489.1K | Added$778.5K |
| Jump Financial, LLC | 294.8K | $12.1M | $492.2K | Cut−$2.99M |
| Susquehanna Portfolio Strategies, LLC | 288.6K | $11.9M | $482K | Added$482K |
| Sovereign Investment Advisors, LLC | 274.5K | $11.3M | $456.2K | Added$509.2K |
| EXCHANGE TRADED CONCEPTS, LLC | 269.7K | $11.1M | $450.3K | Added$173.2K |
| Slotnik Capital, LLC | 262.6K | $10.8M | $438.6K | Added$438.6K |
| Waverly Advisors, LLC | 253.3K | $10.4M | $423.1K | Cut−$3.62M |
| VICTORY CAPITAL MANAGEMENT INC | 249.6K | $10.3M | $416.8K | Added$416.8K |
| Advisors Asset Management, Inc. | 242.5K | $9.98M | $392.7K | Added$694.7K |
| ROYAL BANK OF CANADA | 241.1K | $9.93M | $390.5K | Added$697K |
| Maryland State Retirement & Pension System | 217.7K | $8.96M | $363.5K | Added$159.2K |
| STEPHENS INC /AR/ | 205.5K | $8.5M | $336.2K | Added$519.5K |
| Heronetta Management, L.P. | 206.4K | $8.5M | $344.6K | Added$344.6K |
| Militia Capital Management LLC | 200.3K | $8.24M | — | Held |
| RR Advisors, LLC | 184.3K | $7.59M | $303K | Added$421.2K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 169.7K | $6.99M | $223.9K | Added$1.69M |
| Ellsworth Advisors, LLC | 166.3K | $6.85M | −$78K | Added$348.7K |
| CITIGROUP INC | 162.6K | $6.69M | $212.4K | Added$1.67M |
| Americana Partners, LLC | 162.1K | $6.67M | $269K | Added$310.6K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 158.2K | $6.51M | $264.1K | Cut−$53.1K |
| CIBC WORLD MARKET INC. | 157.2K | $6.47M | $262.5K | Added$262.5K |
| Sanctuary Advisors, LLC | 144.1K | $5.93M | $230.2K | Added$486K |
| U.S. Capital Wealth Advisors, LLC | 140.5K | $5.78M | $223.8K | Added$490.4K |
| Rockefeller Capital Management L.P. | 133.8K | $5.51M | $201K | Added$755.7K |
| Cresset Asset Management, LLC | 130K | $5.35M | $167.9K | Added$1.38M |
| Mariner, LLC | 129.4K | $5.33M | $191.4K | Added$799.3K |
| ENVESTNET ASSET MANAGEMENT INC | 110.7K | $4.56M | $153K | Added$940.3K |
| HENNESSY ADVISORS INC | 110.3K | $4.54M | $184.1K | Cut−$191.5K |
| Lavaca Capital LLC | 108K | $4.45M | $180.4K | Added$180.4K |
| Cetera Investment Advisers | 104.3K | $4.29M | $168.7K | Added$304.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 103.7K | $4.27M | — | New |
| PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | 100K | $4.12M | — | New |
| Summit Financial, LLC | 94.3K | $3.88M | $157.5K | Added$157.5K |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 91.7K | $3.77M | $153.1K | Cut−$182.7K |
| HighTower Advisors, LLC | 86K | $3.54M | $129.8K | Added$472K |
| GLENMEDE TRUST CO NA | 85.5K | $3.52M | $142.8K | Added$142.8K |
| Pathstone Holdings, LLC | 83.1K | $3.42M | $138.5K | Added$144.4K |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 78.8K | $3.24M | $90.6K | Added$1.1M |
| Pekin Hardy Strauss, Inc. | 73.2K | $3.01M | $122.2K | Added$122.2K |
| D.A. DAVIDSON & CO. | 72.4K | $2.98M | $120K | Added$143.4K |
| BlackRock, Inc. | 65.7K | $2.7M | $109.5K | Added$113.4K |
| Parkside Financial Bank & Trust | 65.4K | $2.69M | $109.3K | Added$109.3K |
| DIVIDEND ASSETS CAPITAL, LLC | 64.4K | $2.65M | $102.7K | Added$219.5K |
| GraniteShares Advisors LLC | 61.2K | $2.52M | $102.2K | Cut−$174.7K |
| HUB Investment Partners, LLC | 60.6K | $2.49M | $95.1K | Added$243.9K |
| CAPTRUST FINANCIAL ADVISORS | 53.2K | $2.19M | $76.8K | Added$374.3K |
| Keeler Thomas Management LLC | 52.5K | $2.16M | — | New |
| Kestra Advisory Services, LLC | 52.3K | $2.15M | $87.3K | Cut−$95.1K |
| ELCO Management Co., LLC | 50.1K | $2.06M | — | New |
| HUNTINGTON NATIONAL BANK | 50K | $2.06M | — | New |
| CFM WEALTH PARTNERS LLC | 49.9K | $2.05M | $83.3K | Added$83.3K |
| DAYMARK WEALTH PARTNERS, LLC | 49K | $2.02M | $77.8K | Added$178.7K |
| WEXFORD CAPITAL LP | 48.5K | $2M | — | New |
| MAI Capital Management | 47.7K | $1.96M | $75.5K | Added$176.5K |
| TRUIST FINANCIAL CORP | 47.5K | $1.96M | $39.4K | Added$1.02M |
| Creative Planning | 47.4K | $1.95M | $63.9K | Added$437.9K |
| SageGuard Financial Group, LLC | 44.3K | $1.83M | $74K | Added$48.2K |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 43.7K | $1.8M | $72.9K | Cut−$46.6K |
| Pacer Advisors, Inc. | 42.9K | $1.77M | $71.6K | Cut−$386.4K |
| BASSO CAPITAL MANAGEMENT, L.P. | 42.1K | $1.74M | $70.4K | Added$70.4K |
| NORTHERN TRUST CORP | 41.2K | $1.69M | $68.7K | Cut−$266.5K |
| CHILTON CAPITAL MANAGEMENT LLC | 40.5K | $1.67M | $67.6K | Cut−$32.7K |
| AlphaCore Capital LLC | 39.6K | $1.63M | — | New |
| GUGGENHEIM CAPITAL LLC | 39.1K | $1.61M | $53K | Added$354.3K |
| Fidelity | 39K | $1.61M | $65.2K | Cut−$1.01M |
| Samalin Investment Counsel, LLC | 37.8K | $1.55M | $57.2K | Added$202.7K |
| Beacon Pointe Advisors, LLC | 37.1K | $1.53M | $60.3K | Added$99K |
| Requisite Capital Management, LLC | 36K | $1.48M | $60.2K | Added$60.2K |
| OPPENHEIMER ASSET MANAGEMENT INC. | 36K | $1.48M | $57K | Added$135.2K |
| FIDELIS CAPITAL PARTNERS, LLC | 36K | $1.48M | $15.5K | Added$1.12M |
| INDEPENDENT FINANCIAL GROUP, LLC | 35.7K | $1.47M | $59.7K | Cut−$24.4K |
| ALBERT D MASON INC | 35.4K | $1.46M | $56.6K | Added$117.7K |
| IFG Advisory, LLC | 34.6K | $1.42M | — | New |
| Turtle Creek Wealth Advisors, LLC | 34.4K | $1.42M | $57.5K | Added$57.5K |
| KEYBANK NATIONAL ASSOCIATION/OH | 33.2K | $1.37M | $55.4K | Cut−$9.3K |
| PFG Investments, LLC | 32.1K | $1.32M | $45K | Added$257.2K |
| IEQ CAPITAL, LLC | 31.6K | $1.3M | $52K | Added$72.8K |
| Cerity Partners LLC | 31.3K | $1.29M | $51K | Added$83.3K |
| Autumn Glory Partners, LLC | 31K | $1.28M | $35.1K | Added$446.8K |
| OSAIC HOLDINGS, INC. | 30.8K | $1.27M | $51.3K | Cut−$774.3K |
| US BANCORP \DE\ | 30.7K | $1.26M | $49.2K | Added$100K |
| WHITTIER TRUST CO OF NEVADA INC | 30.8K | $1.26M | $40K | Added$40K |
| Apollon Wealth Management, LLC | 30.3K | $1.25M | $50.5K | Added$30.7K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 30.2K | $1.24M | $50.4K | Cut−$52.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 29.8K | $1.23M | $47.4K | Cut−$922.1K |
| BWM Planning, LLC | 28.3K | $1.17M | $47.3K | Added$47.3K |
| Nicholas Wealth, LLC. | 28.1K | $1.16M | $42.2K | Added$156K |
| Curi Capital, LLC | 27.9K | $1.15M | $46.7K | Added$46.7K |
| Cedar Wealth Management, LLC | 27.7K | $1.14M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 27.4K | $1.13M | $45.7K | Cut−$85.7K |
| SIMPLEX TRADING, LLC | 27.1K | $1.12M | — | New |
| Moors & Cabot, Inc. | 26.3K | $1.08M | $40.4K | Added$125.2K |
| AMERICAN FINANCIAL GROUP INC | 25.5K | $1.05M | $42.6K | Added$42.6K |
| Abel Hall, LLC | 25.2K | $1.04M | $17K | Added$634.4K |
| Summit Trail Advisors, LLC | 25.1K | $1.03M | $18.8K | Added$590.2K |
| JBF Capital, Inc. | 25K | $1.03M | — | New |
| Advisory Services Network, LLC | 25K | $1.03M | $36.5K | Added$164.5K |
| SL ADVISORS, LLC | 23.6K | $971.7K | $39.4K | Added$39.4K |
| NewEdge Wealth, LLC | 23.5K | $965.5K | $22.5K | Added$434.2K |
| Kovack Advisors, Inc. | 23.2K | $954.1K | $34.8K | Added$103K |
| CWM, LLC | 22.2K | $914.3K | $913.5K | Added$913.5K |
| Chicago Partners Investment Group LLC | 22K | $900.6K | $3.84K | Added$33.7K |
| CVFG LLC | 21.7K | $894.6K | — | New |
| Focus Partners Wealth | 21.7K | $893.4K | $26.4K | Added$269.7K |
| Corient Private Wealth LLC | 22.3K | $868.5K | −$7.52K | Added$278.6K |
| ProShare Advisors LLC | 20.1K | $825.7K | $33.5K | Cut−$54.5K |
| Mutual Advisors, LLC | 20K | $824.9K | $25.8K | Added$214.5K |
| Linscomb Wealth, Inc. | 19.7K | $812.2K | $20.1K | Added$335.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 19.5K | $802.8K | $30.7K | Added$78.3K |
| Kercheville Advisors, LLC | 19.3K | $794.6K | $3.88K | Added$329.1K |
| Plan Group Financial, LLC | 18.1K | $746.4K | $17.5K | Added$331.7K |
| Evanson Asset Management, LLC | 18.1K | $744.4K | — | New |
| VestGen Advisors, LLC | 16.6K | $739.8K | $75.9K | Added$143.9K |
| Bramshill Investments, LLC | 17.9K | $734.9K | $29.8K | Added$25.4K |
| Snowden Capital Advisors LLC | 17.8K | $732.3K | $29.7K | Cut−$132.9K |
| Concurrent Investment Advisors, LLC | 17.4K | $716.7K | $16.6K | Added$323.8K |
| SIMON QUICK ADVISORS, LLC | 17.4K | $716.4K | $29.1K | Added$29.1K |
| Cornerstone Management, Inc. | 16.7K | $689K | $27.9K | Added$27.9K |
| Rockwood Wealth Management, LLC | 16.7K | $688.1K | $27.9K | Added$27.9K |
| &PARTNERS | 16.5K | $680.8K | $27.6K | Cut−$31.6K |
| Caprock Group, LLC | 16.3K | $670.2K | $27.2K | Cut−$210.1K |
| DIVERSIFIED TRUST CO | 16.3K | $669.1K | $27.1K | Cut−$35.2K |
| Penbrook Management LLC | 15.9K | $654.6K | $26.6K | Added$26.6K |
| Lido Advisors, LLC | 15.9K | $654.1K | — | New |
| NOVEM GROUP | 15.5K | $639.9K | $25.5K | Added$35.8K |
| Fayez Sarofim & Co | 14.7K | $605.4K | $24.6K | Added$24.6K |
| EQUITEC PROPRIETARY MARKETS, LLC | 14.7K | $605.2K | $24.5K | Cut−$6.74K |
| Icon Wealth Advisors, LLC | 14.1K | $597.2K | $29.2K | Added$171.5K |
| Oxinas Partners, LLC | 13.8K | $566.5K | $23K | Added$23K |
| Stratos Wealth Partners, LTD. | 13.7K | $565.8K | $12.8K | Added$262.7K |
| CASTLEARK MANAGEMENT LLC | 13.4K | $551.3K | $22.4K | Cut−$878.6K |
| Bank of New York Mellon Corp | 13.4K | $550.9K | $14.3K | Added$211.8K |
| HOURGLASS CAPITAL, LLC | 13.3K | $547.9K | — | New |
| JOURNEY STRATEGIC WEALTH LLC | 13.3K | $547.6K | $22.2K | Added$22.2K |
| BITTERROOT CAPITAL ADVISORS LLC | 13K | $536.8K | $21.3K | Added$32.4K |
| AlTi Global, Inc. | 12.8K | $527.1K | — | New |
| Brookstone Capital Management | 12.8K | $527K | $20.6K | Added$39.4K |
| Steward Partners Investment Advisory, LLC | 12.8K | $525.2K | $9.03K | Added$311.7K |
| Westover Capital Advisors, LLC | 12.7K | $522.9K | $12.9K | Added$218.7K |
| Kaizen Financial Strategies | 12.6K | $513.6K | $15.8K | Added$51K |
| Belfer Management LLC | 12.1K | $498.1K | $16.9K | Added$98.9K |
| DIMENSIONAL FUND ADVISORS LP | 12K | $492.6K | $20K | Cut−$606.5K |
| MGO ONE SEVEN LLC | 11.2K | $463.1K | $18.8K | Cut−$16.7K |
| HOWARD FINANCIAL SERVICES, LTD. | 11.2K | $460.2K | $18.3K | Added$27.8K |
| Prospera Financial Services Inc | 11.1K | $455.6K | $18.5K | Added$18.7K |
| FIDUCIARY FINANCIAL GROUP, LLC | 10.7K | $439.7K | $17.8K | Added$15.5K |
| NAVELLIER & ASSOCIATES INC | 10.6K | $437.3K | $17.5K | Added$23.7K |
| Fiduciary Group, LLC | 10.4K | $429K | $17.4K | Added$17.4K |
| F/m Investments LLC | 10.3K | $425.7K | $17.3K | Added$17.3K |
| SCHULHOFF & CO INC | 10.1K | $415.8K | $16.9K | Added$16.9K |
| Hardy Reed LLC | 10.1K | $413.8K | $16.8K | Added$16.8K |
| HB Wealth Management, LLC | 9.94K | $409.2K | $13.6K | Added$87.9K |
| CHOREO, LLC | 9.88K | $406.6K | $14.4K | Added$37.4K |
| BLAIR WILLIAM & CO/IL | 9.68K | $398.7K | $16K | Added$19.9K |
| Private Advisor Group, LLC | 9.48K | $390.3K | $13.7K | Added$66.9K |
| Quantinno Capital Management LP | 9.11K | $374.9K | $14.9K | Added$22.2K |
| GABELLI FUNDS LLC | 9.05K | $372.6K | $15.1K | Added$15.1K |
| Cascade Financial Partners, LLC | 8.93K | $367.5K | $14.3K | Added$30.3K |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 8.87K | $365.3K | $13.7K | Added$41.3K |
| Cadent Capital Advisors, LLC | 8.84K | $364.1K | $14.6K | Added$17.8K |
| Convergence Financial, LLC | 8.76K | $360.6K | — | New |
| South Street Advisors LLC | 8.64K | $355.7K | — | New |
| M&T Bank Corp | 8.54K | $351.6K | $14.3K | Added$14.3K |
| Stonebridge Financial Group, LLC / MO | 8.38K | $345.1K | $12.3K | Added$53.9K |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 8.38K | $344.8K | $419 | Added$419 |
| Corps Capital Advisors, LLC | 8.32K | $342.4K | — | New |
| Fulcrum Asset Management LLP | 7.93K | $330.2K | $15.9K | Added$15.9K |
| Obermeyer Wealth Partners | 8K | $329.4K | — | New |
| Quantum Financial Planning Services, Inc. | 8K | $329.4K | $13.4K | Added$13.4K |
| MOODY NATIONAL BANK TRUST DIVISION | 7.55K | $310.7K | $12.4K | Added$17.6K |
| Sequoia Financial Advisors, LLC | 7.17K | $295.4K | $12K | Added$12K |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 7.13K | $293.6K | $11.9K | Added$11.9K |
| Outlook Wealth Advisors, LLC | 7.08K | $291.4K | $11.7K | Added$13.5K |
| SANDERS MORRIS HARRIS LLC | 6.7K | $275.7K | — | New |
| Intrua Financial, LLC | 6.59K | $271.4K | $10.9K | Added$13.6K |
| Laird Norton Wetherby Trust Company, LLC | 6.45K | $265.5K | $10.8K | Added$10.8K |
| FIFTH THIRD BANCORP | 6.43K | $264.8K | $1.55K | Added$228.1K |
| Curated Wealth Partners LLC | 6.4K | $263.5K | $10.7K | Added$10.7K |
| Naviter Wealth, LLC | 6.4K | $263.5K | $10.4K | Added$17.6K |
| TABLEAUX LLC | 6.39K | $263.2K | — | New |
| Hickory Point Bank & Trust | 6.35K | $261.4K | $10.6K | Added$10.6K |
| Wilmington Savings Fund Society, FSB | 6.34K | $261.1K | $7.25K | Added$89.6K |
| Arista Wealth Management, LLC | 6.3K | $259.4K | $10.5K | Added$10.5K |
| Venture Visionary Partners LLC | 6.3K | $259.4K | — | New |
| Integrated Wealth Concepts LLC | 6.21K | $255.4K | — | New |
| Pasadena Private Wealth, LLC | 6.11K | $251.5K | $9.7K | Added$22.1K |
| Highlander Partners, L.P. | 6.1K | $251.1K | $10.2K | Added$10.2K |
| Nicholas Hoffman & Company, LLC. | 6K | $247K | $10K | Added$10K |
| BRADLEY FOSTER & SARGENT INC/CT | 5.99K | $246.7K | $10K | Added$10K |
| Kingsview Wealth Management, LLC | 5.91K | $243.5K | $9.79K | Added$11.9K |
| AE Wealth Management LLC | 5.86K | $241.3K | $8.88K | Added$31.2K |
| Magnus Financial Group LLC | 5.82K | $239.5K | — | New |
| BROWN BROTHERS HARRIMAN & CO | 5.82K | $239.4K | $9.71K | Added$9.71K |
| WESTCO ADVISORY SERVICES INC /ADV | 5.81K | $239.1K | $9.7K | Added$9.7K |
| Sage Capital Management, LLC | 5.71K | $235.2K | $9.54K | Added$9.54K |
| Barnett & Company, Inc. | 5.7K | $234.7K | $9.52K | Added$9.52K |
| PNC Financial Services Group, Inc. | 5.66K | $233.1K | $9.46K | Added$9.46K |
| AMERIPRISE FINANCIAL INC | 5.62K | $231.4K | $9.4K | Cut−$327.7K |
| CAPITAL ADVISORS INC/OK | 5.6K | $230.6K | $9.35K | Added$9.35K |
| CHICKASAW CAPITAL MANAGEMENT LLC | 5.58M | $229.6K | $9.31K | Added$6.21K |
| Jaffetilchin Investment Partners, LLC | 5.55K | $228.6K | $9.1K | Added$13.7K |
| MATTERN CAPITAL MANAGEMENT, LLC | 5.47K | $225.4K | $9.14K | Added$9.14K |
| QUADRANT CAPITAL GROUP LLC | 5.43K | $223.8K | $9.08K | Added$9.08K |
| Archford Capital Strategies, LLC | 5.4K | $222.3K | $9.02K | Added$9.02K |
| AMERICAN CENTURY COMPANIES INC | 5.33K | $219.3K | $8.9K | Added$6.92K |
| First Trust Capital Management L.P. | 5.24K | $215.8K | $8.75K | Added$8.91K |
| Summit Financial Wealth Advisors, LLC | 5.21K | $214.6K | — | New |
| Advisor Resource Council | 5.06K | $208.1K | $5.31K | Added$5.31K |
| DRW Securities, LLC | 5K | $205.9K | — | New |
Who left
- JANE STREET GROUP, LLC$47.4M
- TECTONIC ADVISORS LLC$5.9M
- Jefferies Financial Group Inc.$5.46M
- Nuveen, LLC$5M
- Citadel$4.73M
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$3.94M
- NewEdge Advisors, LLC$2.33M
- Inspire Investing, LLC$1.27M
- Independent Advisor Alliance$889K
- Verition Fund Management LLC$660K
- XTX Topco Ltd$468.9K
- BLUEFIN CAPITAL MANAGEMENT, LLC$359.4K
- Crestwood Advisors Group, LLC$285.6K
- TWO SIGMA SECURITIES, LLC$274.3K
- Prossimo Advisors, LLC$213.7K
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.