Stock
Reported value
$2.76B
Holders
391
+71 new · −26 exited
Holders’ est. mark
$195.9M
Price effect on 216 books still in the name
Largest holder
$480.8M
JPMORGAN CHASE & CO
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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 3.11M | $480.8M | $31.5M | Added$45.3M |
| MORGAN STANLEY | 2.17M | $343.8M | $31.3M | Added$12M |
| BANK OF AMERICA CORP /DE/ | 1.44M | $227.8M | $18.7M | Added$40.8M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 702.7K | $108.6M | $1.24M | Added$91.3M |
| LPL Financial LLC | 589.1K | $93.4M | $7.2M | Added$21.5M |
| ASSETMARK, INC | 507.3K | $80.4M | $135.2K | Added$79.1M |
| Fidelity | 476.7K | $75.6M | $6.85M | Added$7.14M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 455.4K | $72.2M | $6.57M | Cut−$2.07M |
| RAYMOND JAMES FINANCIAL INC | 454K | $72M | $5.15M | Added$20.5M |
| WELLS FARGO & COMPANY/MN | 394.7K | $62.6M | $5.25M | Added$10.1M |
| MEITAV INVESTMENT HOUSE LTD | 369.1K | $58.5M | $2.47M | Added$33.9M |
| UBS Group AG | 348.4K | $55.2M | $4.22M | Added$13M |
| Evercore Wealth Management, LLC | 307.6K | $48.8M | $4.18M | Added$7.03M |
| Robinhood Asset Management, LLC | 268.5K | $42.6M | $3.8M | Added$4.56M |
| GOLDMAN SACHS GROUP INC | 248K | $39.3M | $3.58M | Added$2.75M |
| AMERIPRISE FINANCIAL INC | 238.2K | $37.8M | $3.46M | Cut−$2.52M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 202.8K | $32.2M | $23.6K | Added$31.9M |
| Rice Partnership, LLC | 192.7K | $30.6M | $2.64M | Added$4.18M |
| Allianz Asset Management GmbH | 173.7K | $27.5M | $501.8K | Added$22.5M |
| POTOMAC FUND MANAGEMENT INC /ADV | 158.9K | $25.2M | $2.29M | Added$2.12M |
| ROYAL BANK OF CANADA | 158.2K | $25.1M | $2.24M | Added$2.67M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 156.1K | $24.7M | $1.82M | Added$6.53M |
| Rockefeller Capital Management L.P. | 138.5K | $22M | $1.92M | Added$2.73M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 118.5K | $18.8M | $1.71M | Added$1.71M |
| AlTi Global, Inc. | 113.2K | $17.9M | $1.51M | Added$2.89M |
| Vestmark Advisory Solutions, Inc. | 111.4K | $17.7M | $1.59M | Added$1.74M |
| Bank of New York Mellon Corp | 106K | $16.8M | $1.43M | Added$2.47M |
| ELEVATION POINT WEALTH PARTNERS, LLC | 102.7K | $16.3M | $1.47M | Added$1.64M |
| Wealth Enhancement Trust Services, Inc. | 100.1K | $15.9M | $1.44M | Cut−$1.08M |
| Beacon Harbor Wealth Advisors, Inc. | 92.3K | $14.6M | $1.32M | Added$1.4M |
| ENVESTNET ASSET MANAGEMENT INC | 92.2K | $14.6M | $603.3K | Added$8.59M |
| TRUIST FINANCIAL CORP | 90.4K | $14.3M | $420.6K | Added$10.1M |
| JBGlobal.com LLC | 77.1K | $12.2M | $1.11M | Added$995K |
| Almanack Investment Partners, LLC. | 77K | $12.2M | $1.11M | Added$789.1K |
| Hamilton Capital, LLC | 73.7K | $11.7M | $1.06M | Cut−$499.3K |
| PRECEDENT WEALTH PARTNERS, LLC | 70.3K | $11.1M | $824.1K | Added$2.91M |
| OSAIC HOLDINGS, INC. | 70K | $11.1M | $998.2K | Cut−$2.78M |
| BEARING POINT CAPITAL, LLC | 65.6K | $10.4M | $844K | Added$1.97M |
| BANK OF NOVA SCOTIA | 65.6K | $10.4M | $614.6K | Added$4.21M |
| Evernest Financial Advisors, LLC | 63.3K | $10.2M | −$254.3K | Added$320.4K |
| BlackRock, Inc. | 63.8K | $10.1M | $917.5K | Added$942.8K |
| Ocean Park Asset Management, LLC | 63.7K | $10.1M | $919.1K | Added$919.1K |
| OPPENHEIMER ASSET MANAGEMENT INC. | 59.9K | $9.51M | $860.1K | Added$907.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 59.4K | $9.42M | $800.8K | Added$1.42M |
| COMMONWEALTH EQUITY SERVICES, LLC | 58.8K | $9.32M | $776K | Added$1.56M |
| Madrid Financial Services | 56.3K | $8.93M | — | Held |
| Anfield Capital Management, LLC | 55.9K | $8.86M | $739.3K | Added$1.47M |
| NEW VERNON CAPITAL HOLDINGS II LLC | 46.6K | $7.38M | $671.4K | Added$671.4K |
| Sharper & Granite LLC | 46.5K | $7.38M | $670.6K | Added$367.8K |
| CITIGROUP INC | 45.5K | $7.22M | $454.2K | Added$2.68M |
| Gladstone Institutional Advisory LLC | 45.4K | $7.19M | $94.3K | Added$6.25M |
| Berkeley, Inc | 44.9K | $7.11M | $582.7K | Added$1.29M |
| Cetera Investment Advisers | 43.3K | $6.86M | $473.6K | Added$2.13M |
| Kestra Advisory Services, LLC | 41.9K | $6.64M | $604.2K | Added$392K |
| Avid Wealth Partners LLC | 40.2K | $6.37M | $496.5K | Added$1.4M |
| DEUTSCHE BANK AG\ | 38.2K | $6.06M | $550.7K | Added$420.9K |
| Nvest Wealth Strategies, Inc. | 37.6K | $5.96M | $469K | Added$1.27M |
| BLAIR WILLIAM & CO/IL | 36.9K | $5.85M | $530.1K | Added$549.1K |
| Grey Ledge Advisors, LLC | 36.4K | $5.78M | $517.7K | Added$598.8K |
| Geneos Wealth Management Inc. | 35.9K | $5.69M | $517K | Cut−$553.1K |
| Curi Capital, LLC | 35.6K | $5.64M | $511.7K | Added$529.1K |
| MMBG INVESTMENT ADVISORS CO. | 35.4K | $5.62M | $510.7K | Added$510.7K |
| Redhawk Wealth Advisors, Inc. | 34.9K | $5.53M | $368.1K | Added$1.85M |
| GLENMEDE TRUST CO NA | 34.8K | $5.52M | $501.6K | Added$174.7K |
| Sequoia Financial Advisors, LLC | 32.4K | $5.14M | $467.2K | Added$457K |
| INTEGRITY ALLIANCE, LLC. | 32.2K | $5.11M | $464.7K | Cut−$321.5K |
| STIFEL FINANCIAL CORP | 30.6K | $4.86M | $441.7K | Cut−$273.6K |
| Summit Financial, LLC | 29.6K | $4.7M | $365.5K | Added$1.05M |
| JONES FINANCIAL COMPANIES LLLP | 30.4K | $4.7M | $256.7K | Added$1.18M |
| Baird Financial Group, Inc. | 28.7K | $4.54M | $77.8K | Added$3.77M |
| MML INVESTORS SERVICES, LLC | 27.9K | $4.42M | $401.7K | Cut−$590.1K |
| PARSONS CAPITAL MANAGEMENT INC/RI | 26.8K | $4.25M | $372.6K | Added$527.5K |
| SHARPEPOINT LLC | 25.4K | $4.02M | — | New |
| Federation des caisses Desjardins du Quebec | 24.8K | $3.93M | $355.9K | Added$374.7K |
| HighTower Advisors, LLC | 24.7K | $3.91M | $341.2K | Added$499.1K |
| NorthRock Partners, LLC | 24.6K | $3.9M | — | New |
| Corient Private Wealth LLC | 24.4K | $3.86M | $351.3K | Added$347.3K |
| Permanens Capital L.P. | 23.9K | $3.79M | $344.8K | Cut−$38.4M |
| Focus Partners Wealth | 23K | $3.65M | $359.1K | Cut−$242.1K |
| WESCAP Management Group, Inc. | 21.6K | $3.43M | $311.9K | Added$296.5K |
| TWO SIGMA INVESTMENTS, LP | 21.4K | $3.39M | $308.6K | Added$308.6K |
| Integrated Wealth Concepts LLC | 21.1K | $3.35M | $273.6K | Added$618.2K |
| XY Planning Network, Inc. | 19.9K | $3.23M | $358.6K | Added$358.6K |
| OLD MISSION CAPITAL LLC | 20.1K | $3.19M | $281.9K | Added$372.9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 19.5K | $3.09M | $280.9K | Cut−$1.73M |
| Karnit Road Accident Victims Compensation Fund | 19.2K | $3.04M | $276.2K | Added$276.2K |
| Union Bancaire Privee, UBP SA | 18.8K | $2.91M | $194.4K | Cut−$287.2K |
| RITHOLTZ WEALTH MANAGEMENT | 17.9K | $2.85M | $258.8K | Added$246.3K |
| Global View Capital Management LLC | 17.8K | $2.83M | $257.4K | Added$84.5K |
| Copia Wealth Management | 16.3K | $2.58M | $137.8K | Added$1.2M |
| E&G Advisors, LP | 16.1K | $2.55M | $200.1K | Added$546.6K |
| Atria Investments, Inc | 15.4K | $2.45M | $165.4K | Added$796.4K |
| GREAT VALLEY ADVISOR GROUP, INC. | 15.2K | $2.42M | $153.3K | Added$888.1K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14.7K | $2.32M | $148.8K | Added$836.4K |
| Sanctuary Advisors, LLC | 14.7K | $2.32M | $211.4K | Cut−$254K |
| Perigon Wealth Management, LLC | 13.2K | $2.1M | $188.9K | Added$210.4K |
| Cerity Partners LLC | 13.2K | $2.09M | $189.7K | Added$184.6K |
| Next Level Private LLC | 13.1K | $2.08M | $189.2K | Added$184.3K |
| Rathbones Group PLC | 13K | $2.05M | $186.8K | Added$115.3K |
| FIFTH THIRD BANCORP | 12K | $1.91M | — | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11.8K | $1.9M | $163K | Cut−$372.8K |
| MOULTON WEALTH MANAGEMENT, INC | 11.7K | $1.88M | — | New |
| Legacy Wealth Partners, LLC | 11.8K | $1.87M | — | New |
| Evelyn Partners Investment Management (Europe) Ltd | 11.5K | $1.82M | $165.5K | Added$131.6K |
| MERCER GLOBAL ADVISORS INC /ADV | 11.4K | $1.81M | $164.5K | Cut−$1.54M |
| SCOTIA CAPITAL INC. | 11.4K | $1.81M | $164.1K | Cut−$23.3K |
| New England Private Wealth Advisors LLC | 11.1K | $1.76M | $160.3K | Added$160.3K |
| Warner Group LLC | 10.9K | $1.72M | $91.2K | Added$812.4K |
| Balefire, LLC | 10.8K | $1.72M | — | New |
| Quantinno Capital Management LP | 10.7K | $1.7M | $121K | Added$491.1K |
| NATIONAL BANK OF CANADA /FI/ | 10.4K | $1.65M | $151.4K | Added$5.83K |
| IEQ CAPITAL, LLC | 10.2K | $1.62M | $147.2K | Added$143.5K |
| Global Endowment Management, LP | 10K | $1.59M | — | New |
| FIDELIS CAPITAL PARTNERS, LLC | 9.79K | $1.55M | $103.4K | Added$519.4K |
| BNP PARIBAS FINANCIAL MARKETS | 9.76K | $1.55M | $76.1K | Added$787.8K |
| Ausdal Financial Partners, Inc. | 9.71K | $1.54M | $45.7K | Added$1.08M |
| Citadel | 9.69K | $1.54M | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9.52K | $1.51M | $136.1K | Added$149.1K |
| Chemistry Wealth Management LLC | 9.48K | $1.5M | $136.7K | Added$120.9K |
| PATTEN & PATTEN INC/TN | 9.38K | $1.49M | $134.9K | Added$138.2K |
| Private Advisor Group, LLC | 9.35K | $1.48M | $134.8K | Cut−$707.8K |
| Gateway Wealth Partners, LLC | 9.22K | $1.46M | — | New |
| Wealthcare Advisory Partners LLC | 9.21K | $1.46M | $132.8K | Cut−$192.4K |
| Oxinas Partners, LLC | 9.18K | $1.45M | $132.3K | Cut−$7.68K |
| London & Capital Asset Management Ltd | 9.16K | $1.45M | $128K | Added$184.1K |
| HSBC HOLDINGS PLC | 9.26K | $1.44M | $113.9K | Added$113.9K |
| Equitable Holdings, Inc. | 9.76K | $1.44M | $33.3K | Cut−$2.83M |
| Creative Planning | 8.78K | $1.39M | $119K | Added$203K |
| Payne Capital LLC | 8.6K | $1.36M | — | New |
| &PARTNERS | 8.44K | $1.33M | $122.1K | Added$47.2K |
| NVWM, LLC | 8.26K | $1.31M | $119.1K | Cut−$155.9K |
| Cresset Asset Management, LLC | 8.2K | $1.3M | $118.3K | Cut−$12.1K |
| CIBC WORLD MARKET INC. | 8.18K | $1.3M | $109.1K | Added$205.8K |
| Harbour Capital Advisors, LLC | 7.99K | $1.29M | $132.7K | Added$131.3K |
| Algorithmic Investment Models, LLC | 8.13K | $1.29M | — | New |
| Institute for Wealth Management, LLC. | 8.05K | $1.28M | $116.1K | Added$89.3K |
| Hilltop Holdings Inc. | 8.04K | $1.27M | $115.9K | Cut−$1.83M |
| HB Wealth Management, LLC | 7.84K | $1.24M | $112.8K | Added$115.1K |
| Maridea Wealth Management LLC | 7.81K | $1.24M | $80.7K | Added$432.1K |
| VestGen Advisors, LLC | 7.06K | $1.19M | — | New |
| Steward Partners Investment Advisory, LLC | 7.43K | $1.18M | $57.4K | Added$604K |
| Western Wealth Management, LLC | 7.39K | $1.17M | $76.3K | Added$408.4K |
| Ballast Rock Private Wealth LLC | 7.21K | $1.14M | $104K | Added$46.3K |
| Capstone Wealth Management Group LLC | 6.91K | $1.1M | $98.5K | Added$110.4K |
| Phoenix Financial Ltd. | 6.75K | $1.07M | $97.3K | Cut−$219.9K |
| Stonebridge Financial Planning Group, LLC | 6.68K | $1.06M | $90.4K | Added$156.1K |
| Savant Capital, LLC | 6.55K | $1.04M | — | New |
| Ameritas Advisory Services, LLC | 6.45K | $1.02M | — | New |
| Advyzon Investment Management, LLC | 6.31K | $1M | — | New |
| SeaCrest Wealth Management, LLC | 6.2K | $983.8K | $68K | Added$68K |
| GTS SECURITIES LLC | 6.14K | $974.2K | $88.6K | Cut−$979.8K |
| Robertson Stephens Wealth Management, LLC | 6.14K | $974K | $81.1K | Added$163.1K |
| STEPHENS INC /AR/ | 6.04K | $958.6K | — | New |
| Farther Finance Advisors, LLC | 5.83K | $945.9K | $1.37K | Added$934.9K |
| Peregrine Asset Advisers, Inc. | 5.86K | $928.5K | $84.4K | Added$84.4K |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 5.85K | $927.5K | $84.3K | Added$84.3K |
| Strait & Sound Wealth Management LLC | 5.78K | $916.6K | $80.4K | Added$112.5K |
| VestGen Investment Management | 5.76K | $913.4K | — | New |
| Total Clarity Wealth Management, Inc. | 5.71K | $905.2K | $82.3K | Added$54.9K |
| Mariner, LLC | 5.68K | $901.2K | $81.9K | Added$62.3K |
| WASHINGTON GROWTH STRATEGIES LLC | 5.68K | $900.4K | $20.7K | Added$693.4K |
| Arkadios Wealth Advisors | 5.53K | $876.3K | $79.7K | Cut−$366.9K |
| MAI Capital Management | 5.5K | $872.2K | $66.1K | Added$211.4K |
| OPPENHEIMER & CO INC | 5.49K | $870.8K | $73.3K | Added$138K |
| Ignite Planners, LLC | 5.47K | $867.1K | $32K | Added$16.6K |
| CFO CAPITAL MANAGEMENT LLC | 5.43K | $861.9K | $78.4K | Added$78.4K |
| OneAscent Family Office, LLC | 5.33K | $845.4K | $76.9K | Cut−$1.07M |
| GFS Advisors, LLC | 5.2K | $824.6K | $75K | Added$75K |
| J.M. Arbour, LLC | 5.18K | $821.5K | $69.3K | Added$128.5K |
| INSIGNEO ADVISORY SERVICES, LLC | 5.14K | $816K | $74.2K | Added$47.4K |
| Pinnacle Financial Partners, Inc. | 5.13K | $813.8K | $50.3K | Added$310.4K |
| FLC Capital Advisors | 4.88K | $773.6K | $70.3K | Added$70.3K |
| Prospect Financial Services LLC | 4.79K | $759.4K | $62.9K | Added$130.5K |
| BROWN, LISLE/CUMMINGS, INC. | 4.72K | $748.8K | $67K | Added$79.5K |
| Essential Partners LLC | 4.69K | $744.4K | $55.9K | Added$185.5K |
| Eagle Strategies LLC | 4.68K | $742.1K | $54.5K | Added$197.8K |
| Addison Advisors LLC | 4.67K | $739.9K | $67.3K | Added$67.3K |
| Independent Advisor Alliance | 4.64K | $735.3K | $55.8K | Added$177.4K |
| KINGSWOOD WEALTH ADVISORS, LLC | 4.57K | $724K | $60.2K | Added$122.2K |
| Koshinski Asset Management, Inc. | 4.28K | $679.4K | $61.8K | Added$61.8K |
| Mengis Capital Management, Inc. | 4.21K | $668.3K | $60.8K | Cut−$131K |
| Unison Asset Management LLC | 4.2K | $666K | $60.6K | Added$60.6K |
| Ethos Financial Group, LLC | 4.15K | $657.5K | $59.8K | Cut−$33.1K |
| Y-Intercept (Hong Kong) Ltd | 4.14K | $656.4K | — | New |
| Modera Wealth Management, LLC | 4.06K | $643.7K | $58.5K | Added$53.6K |
| TWO SIGMA SECURITIES, LLC | 4.01K | $636.5K | $44K | Added$196.4K |
| Pilgrim Partners Asia Pte Ltd | 4K | $634.3K | — | New |
| Comprehensive Wealth Management, LLC | 3.99K | $632.1K | $57.5K | Cut−$37.4K |
| NCM Capital Management, LLC | 3.84K | $609.5K | $55.5K | Added$53.6K |
| Brookstone Capital Management | 3.83K | $606.9K | $55.2K | Cut−$40.2K |
| BAROMETER CAPITAL MANAGEMENT INC. | 3.8K | $602.6K | — | New |
| BUCKHEAD CAPITAL MANAGEMENT LLC | 3.77K | $597.1K | $54.3K | Added$54.3K |
| K2 Financial Inc. | 3.69K | $597K | $48K | Added$61.4K |
| CAPTRUST FINANCIAL ADVISORS | 3.74K | $593.7K | $50K | Added$92.9K |
| CALTON & ASSOCIATES, INC. | 3.73K | $591.8K | $53.8K | Added$52.4K |
| SCS Capital Management LLC | 3.7K | $586.4K | $53.3K | Cut−$751.4K |
| Moors & Cabot, Inc. | 3.59K | $569.1K | $51.8K | Added$37.3K |
| Dynamic Advisor Solutions LLC | 3.52K | $558.1K | $50.3K | Added$54.8K |
| CARY STREET PARTNERS FINANCIAL LLC | 3.47K | $550.1K | $50K | Added$32.7K |
| NOESIS CAPITAL MANGEMENT CORP | 3.45K | $546.8K | $49.7K | Added$49.7K |
| KANE INVESTMENT MANAGEMENT, INC. | 3.2K | $519.5K | $49.1K | Added$129.3K |
| NATIXIS | 3.15K | $499.1K | — | New |
| Destination Wealth Management | 3.11K | $493.2K | — | New |
| Checchi Capital Advisers, LLC | 3.06K | $485.3K | $44.1K | Added$44.1K |
| South Shore Capital Advisors | 3.06K | $485.3K | $44.1K | Cut−$114.5K |
| CATHY PARETO & ASSOCIATES, INC | 3.06K | $484.5K | $43.3K | Added$50.1K |
| First National Trust Co | 2.93K | $464.2K | $42.2K | Added$36.7K |
| Runnymede Capital Advisors, Inc. | 2.9K | $460.2K | — | New |
| Schrum Private Wealth Management LLC | 2.9K | $459.9K | $41.8K | Added$41.8K |
| Concurrent Investment Advisors, LLC | 2.89K | $457.9K | $24.4K | Added$213.9K |
| BALDWIN WEALTH PARTNERS LLC/MA | 2.88K | $455.9K | $41.5K | Cut−$45K |
| J. Team Financial, Inc. | 2.85K | $452.3K | $38K | Added$74.1K |
| Merit Financial Group, LLC | 2.85K | $451.3K | $39.6K | Added$55.7K |
| Purkiss Capital Advisors LLC | 2.81K | $445.9K | $40.5K | Cut−$63.8K |
| BYRNE FINANCIAL FREEDOM, LLC | 2.79K | $442.9K | $40.3K | Added$22.4K |
| FRG Family Wealth Advisors LLC | 2.78K | $440.9K | $40.1K | Added$40.1K |
| DAVENPORT & Co LLC | 2.77K | $439.5K | — | New |
| MGO ONE SEVEN LLC | 2.77K | $438.5K | $39.9K | Added$1.24K |
| Ascent Group, LLC | 2.74K | $434K | — | New |
| Clear Harbor Asset Management, LLC | 2.7K | $427.8K | $38.9K | Added$30.3K |
| PNC Financial Services Group, Inc. | 2.67K | $423.1K | $38.5K | Added$33.1K |
| Evelyn Partners Investment Management LLP | 2.67K | $422.9K | $38.5K | Added$38.5K |
| Gotham Asset Management, LLC | 2.65K | $421K | — | New |
| American Institute for Advanced Investment Management, LLP | 2.6K | $412.1K | $32.9K | Added$32.9K |
| Welch Group, LLC | 2.59K | $410.9K | $31.7K | Added$94.3K |
| Formidable Asset Management, LLC | 2.84K | $409.7K | $45.8K | Added$32.7K |
| Penobscot Investment Management Company, Inc. | 2.5K | $396.4K | $36.1K | Added$36K |
| WAYSTONE ADVISORS LLC | 2.41K | $382.5K | — | New |
| Belvedere Trading LLC | 2.38K | $377.6K | — | New |
| SAPIENT CAPITAL LLC | 2.38K | $376.6K | $34K | Added$34K |
| Next Capital Management LLC | 2.35K | $372.7K | — | New |
| Bison Wealth, LLC | 2.13K | $365.6K | $42.8K | Added$28.1K |
| Allie Family Office LLC | 2.28K | $361.2K | $32.8K | Cut−$796.1K |
| Parker Investment Management, LLC | 2.2K | $348.9K | — | New |
| Pathstone Holdings, LLC | 2.12K | $336.2K | $30.6K | Added$30.6K |
| Auour Investments LLC | 2.09K | $331K | $30.1K | Added$22.2K |
| CAPITAL MANAGEMENT CORP /VA | 2.02K | $321.1K | $29.2K | Cut−$3.23K |
| WJ Financial Advisors LLC | 2K | $317K | $28.8K | Added$28.8K |
| CHILTON INVESTMENT CO INC. | 1.97K | $311.8K | $28.3K | Added$28.3K |
| World Investment Advisors | 1.96K | $311K | — | New |
| Tortoise Investment Management, LLC | 1.84K | $292.6K | — | New |
| Advisor Resource Council | 1.8K | $285.8K | $9.01K | Added$14.2K |
| NORTHERN TRUST CORP | 1.79K | $283.4K | $25.8K | Cut−$477.4K |
| BANK OF MONTREAL /CAN/ | 1.75K | $278.1K | $25.3K | Cut−$81.3M |
| KANAWHA CAPITAL MANAGEMENT LLC | 1.73K | $273.6K | $24.9K | Cut−$274.3K |
| Fort Sheridan Advisors LLC | 1.7K | $269.6K | $24.5K | Added$24.5K |
| FULCRUM WEALTH ADVISORS, LLC | 1.7K | $269.6K | $24.5K | Added$24.5K |
| NBC SECURITIES, INC. | 1.68K | $265.9K | $24.2K | Cut−$111.9K |
| TopTier Wealth Management, LLC | 1.64K | $260.2K | — | New |
| Bridgewater Advisors Inc. | 1.5K | $257.3K | $26.2K | Added$26.2K |
Who left
- Liberty Mutual Group Asset Management Inc.$135.7M
- Mirae Asset Global Investments Co., Ltd.$11.6M
- Quadrature Capital Ltd$8.13M
- NewEdge Advisors, LLC$6.21M
- Bleakley Financial Group, LLC$3.35M
- Renaissance Technologies$1.99M
- JANE STREET GROUP, LLC$1.49M
- Integrated Advisors Network LLC$1.28M
- Squarepoint Ops LLC$1.25M
- Navis Wealth Advisors, LLC$1.21M
- TWO SIGMA ADVISERS, LP$1.1M
- CSS LLC/IL$539.2K
- SHERMAN PORFOLIOS, LLC$336.1K
- BROWN ADVISORY INC$227.6K
- INVENIO WEALTH PARTNERS LLC$207K
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.