Stock
Reported value
$579.5M
Holders
110
+12 new · −6 exited
Holders’ est. mark
$17.9M
Price effect on 97 books still in the name
Largest holder
$183.4M
Creative Planning
Notable conviction
Share of each notable manager’s 13F book.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Creative Planning | 2.7M | $183.4M | $5.69M | Added$7.95M |
| MORGAN STANLEY | 1.09M | $73.8M | $2.19M | Added$6.32M |
| HUNTINGTON NATIONAL BANK | 858K | $58.3M | $1.8M | Added$2.7M |
| JPMORGAN CHASE & CO | 363.6K | $24M | $63.6K | Cut−$461.9K |
| Key Financial Inc | 321.3K | $21.8M | $684.1K | Added$760.2K |
| ROYAL BANK OF CANADA | 311.4K | $21.2M | $665K | Cut−$583K |
| BIP Wealth, LLC | 292.9K | $19.9M | $625.7K | Cut−$566.2K |
| Cascade Financial Partners, LLC | 269.6K | $18.3M | $518.6K | Added$2.34M |
| LPL Financial LLC | 238.7K | $16.2M | $506.6K | Added$614.5K |
| BANK OF AMERICA CORP /DE/ | 206.3K | $14M | $425.5K | Added$909.5K |
| M&T Bank Corp | 129.1K | $8.77M | $275.6K | Added$279.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | 125.5K | $8.53M | $256.1K | Added$636.9K |
| Avidian Wealth Enterprises, LLC | 110.9K | $7.54M | $237K | Cut−$478.7K |
| Evernest Financial Advisors, LLC | 92.4K | $6.62M | −$61K | Cut−$98.9K |
| Powers Advisory Group, LLC | 83.6K | $5.69M | $178.7K | Added$135.9K |
| JANE STREET GROUP, LLC | 80.8K | $5.49M | $68.3K | Added$3.39M |
| OSAIC HOLDINGS, INC. | 80.4K | $5.47M | $171.8K | Added$5.27K |
| UBS Group AG | 76.8K | $5.22M | $148.7K | Added$635.4K |
| WELLS FARGO & COMPANY/MN | 75K | $5.1M | $122.8K | Added$1.31M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 67.1K | $4.56M | $138.5K | Added$289.8K |
| Cetera Investment Advisers | 62.3K | $4.23M | $133K | Cut−$1.48M |
| RAYMOND JAMES FINANCIAL INC | 58.7K | $3.99M | $91.6K | Added$1.17M |
| Rockefeller Capital Management L.P. | 56.5K | $3.84M | $99.7K | Added$763.9K |
| MML INVESTORS SERVICES, LLC | 52.3K | $3.55M | $111.7K | Cut−$1.4M |
| First Heartland Consultants, Inc. | 45.5K | $3.1M | $97.3K | Cut−$1.75M |
| Gladstone Institutional Advisory LLC | 43K | $2.92M | $91.8K | Added$20.8K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 32.5K | $2.21M | — | New |
| Mariner, LLC | 30.1K | $2.04M | $64.2K | Cut−$241.9K |
| Waverly Advisors, LLC | 29.7K | $2.02M | $63.4K | Added$35.3K |
| Western Wealth Management, LLC | 29.1K | $1.98M | $44.3K | Added$613.9K |
| ENVESTNET ASSET MANAGEMENT INC | 28.7K | $1.95M | $61.2K | Added$12.1K |
| CWM, LLC | 28K | $1.9M | $1.9M | Added$1.9M |
| JFS WEALTH ADVISORS, LLC | 25.6K | $1.74M | $54.3K | Added$68.6K |
| Atria Investments, Inc | 25K | $1.7M | $53.5K | Cut−$1.17M |
| AMERIPRISE FINANCIAL INC | 23.9K | $1.63M | $45.3K | Added$231.3K |
| BlackRock, Inc. | 23.6K | $1.61M | $15.7K | Added$1.12M |
| HOWE & RUSLING INC | 18.3K | $1.24M | $32.5K | Added$239.6K |
| Kestra Advisory Services, LLC | 17.8K | $1.21M | $38.1K | Cut−$4.02M |
| Private Advisor Group, LLC | 15.1K | $1.02M | $30.9K | Added$73K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14.7K | $1M | — | New |
| Strategic Financial Concepts, LLC | 12.2K | $829.7K | $25.9K | Added$32.5K |
| Evanson Asset Management, LLC | 11.6K | $791.1K | $24.8K | Added$25.5K |
| Corient Private Wealth LLC | 11.6K | $790.5K | $24.8K | Added$24.8K |
| FIFTH THIRD BANCORP | 11.5K | $785.2K | $7.28K | Added$560.8K |
| Institute for Wealth Management, LLC. | 11K | $748.1K | $23.5K | Added$16.7K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10.6K | $723.4K | $1.64K | Added$672.9K |
| CoreCap Advisors, LLC | 10.5K | $711.9K | $22.4K | Added$21.9K |
| Stonebridge Financial Group, LLC | 9.32K | $634K | $19.9K | Added$19.9K |
| Herold Advisors, Inc. | 9.02K | $613K | $18.9K | Added$30.7K |
| Focus Partners Wealth | 8.99K | $611K | $19.3K | Cut−$57.8K |
| STIFEL FINANCIAL CORP | 8.7K | $591.4K | $18.1K | Added$33.2K |
| JONES FINANCIAL COMPANIES LLLP | 8.55K | $562.3K | −$682 | Added$173 |
| Palatine Hill Wealth Management, LLC | 8K | $544K | $17.1K | Added$17.1K |
| Aptus Capital Advisors, LLC | 8K | $543.9K | $17.1K | Added$17.1K |
| Integrated Wealth Concepts LLC | 8K | $543.9K | — | New |
| HighTower Advisors, LLC | 7.99K | $543.1K | $17.1K | Added$10.2K |
| Meridian Financial Partners LLC | 7.75K | $536.3K | $8.86K | Added$8.86K |
| TopTier Wealth Management, LLC | 7.7K | $523.2K | $16.4K | Added$17K |
| Geneos Wealth Management Inc. | 7.67K | $521.4K | $16.4K | Added$5.23K |
| Citadel | 7.54K | $512.9K | $16.1K | Cut−$1.95M |
| Bank of New York Mellon Corp | 7.47K | $508K | — | New |
| Stratos Wealth Partners, LTD. | 7.11K | $483.2K | $12.1K | Added$110.2K |
| VANCE WEALTH, LLC | 6.15K | $418.1K | $13.1K | Added$13.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6.06K | $416.4K | $8.13K | Cut−$335K |
| MCF Advisors LLC | 5.88K | $400.1K | $12.6K | Added$12.6K |
| Apella Capital, LLC | 5.2K | $378.5K | — | New |
| Altrius Capital Management Inc | 5.37K | $365.4K | $11.5K | Cut−$48.1K |
| Discipline Wealth Solutions, LLC | 5.25K | $356.7K | $11.2K | Added$11.2K |
| JNBA Financial Advisors | 4.81K | $326.7K | $10.3K | Added$10.3K |
| Cerity Partners LLC | 4.66K | $316.5K | $9.9K | Added$10.6K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 4.49K | $305.1K | $9.59K | Added$9.59K |
| Clearstead Advisors, LLC | 4.24K | $288.5K | $9.06K | Added$9.06K |
| Frazier Financial Advisors, LLC | 4.23K | $287.6K | $9.04K | Added$9.04K |
| Hubbell Strickland Wealth Management, LLC | 4.05K | $275.6K | $8.67K | Added$9.48K |
| Farther Finance Advisors, LLC | 3.98K | $275K | $6.54K | Added$141.3K |
| Chicago Partners Investment Group LLC | 3.76K | $269.8K | $11.2K | Added$11.2K |
| Fidelity | 3.43K | $233.3K | $4.71K | Added$88.1K |
| Fifth Third Securities, Inc. | 3.39K | $230.5K | $6.66K | Added$25.4K |
| United Advisor Group, LLC | 3.23K | $219.7K | — | New |
| Relyea Zuckerberg Hanson LLC | 3.1K | $211K | $6.59K | Added$6.65K |
| NATIONAL BANK OF CANADA /FI/ | 2.94K | $199.5K | $6.2K | Cut−$376 |
| CARDIFF PARK ADVISORS, LLC | 2.43K | $165K | $5.13K | Added$5.68K |
| LRI Investments, LLC | 2.08K | $141.8K | $4.45K | Added$4.46K |
| SOA Wealth Advisors, LLC. | 1.88K | $127.6K | $4.05K | Added$4.39K |
| ASSETMARK, INC | 1.6K | $108.8K | $3.42K | Added$3.42K |
| IFP Advisors, Inc | 1.58K | $107.8K | $3.39K | Cut−$41.9K |
| Blue Trust, Inc. | 1.38K | $93.6K | $2.94K | Added$2.94K |
| QUADRANT CAPITAL GROUP LLC | 950 | $64.6K | $2.03K | Added$2.03K |
| Ancora Advisors LLC | 720 | $49K | $1.54K | Added$1.54K |
| Cherry Tree Wealth Management, LLC | 714 | $48.5K | $1.53K | Added$1.53K |
| PNC Financial Services Group, Inc. | 632 | $43K | $1.35K | Added$1.35K |
| Newton One Investments LLC | 631 | $42.9K | $1.36K | Cut−$79.1K |
| NewEdge Advisors, LLC | 5.32K | $33.7K | −$316.3K | Cut−$343.8K |
| US BANCORP \DE\ | 460 | $31.3K | — | New |
| SIGNATUREFD, LLC | 425 | $28.9K | $908 | Added$908 |
| Allworth Financial LP | 400 | $27.2K | $855 | Added$855 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 310 | $21.1K | $662 | Added$662 |
| TD Waterhouse Canada Inc. | 300 | $20.6K | — | New |
| Founders Financial Alliance, LLC | 265 | $18K | $565 | Added$565 |
| Noble Wealth Management PBC | 225 | $15.3K | $481 | Added$481 |
| BLAIR WILLIAM & CO/IL | 179 | $12.2K | $383 | Added$383 |
| Golden State Equity Partners | 173 | $11.8K | — | New |
| AdvisorNet Financial, Inc | 78 | $5.31K | $182 | Added$182 |
| Destiny Wealth Partners, LLC | 76 | $5.17K | — | New |
| VANGUARD ADVISERS INC | 51 | $3.47K | — | Held |
| Triumph Capital Management | 25 | $1.7K | — | New |
| FLOW TRADERS U.S. LLC | 15.4K | $1.05K | — | New |
| Janney Montgomery Scott LLC | 3.31K | $225 | $7 | Added$7 |
| Steward Partners Investment Advisory, LLC | 2 | $136 | $4 | Added$4 |
| TSFG, LLC | 88 | $6 | $0 | Held |
Who left
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.