Stock
Reported value
$9.89B
Holders
599
+55 new · −40 exited
Holders’ est. mark
$56.4M
Price effect on 240 books still in the name
Largest holder
$878M
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $2.09M
- Citadel0.0% · $333.7K
- Fidelity0.0% · $85.6K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 17.4M | $878M | $333.1K | Added$40M |
| BANK OF AMERICA CORP /DE/ | 15.9M | $802.1M | $287.6K | Added$78.4M |
| LPL Financial LLC | 12.8M | $642.3M | $255.2K | Cut−$4.54M |
| Summit Trail Advisors, LLC | 9.93M | $499.8M | $171.9K | Added$67.2M |
| NewEdge Wealth, LLC | 7.63M | $384.2M | $152.7K | Cut−$35M |
| RAYMOND JAMES FINANCIAL INC | 7.04M | $354.4M | $140.8K | Cut−$3.24M |
| CAPTRUST FINANCIAL ADVISORS | 5.25M | $264.5M | $105.1K | Cut−$97.6M |
| BIP Wealth, LLC | 5.1M | $256.7M | $101.9K | Cut−$10.3M |
| UBS Group AG | 5.09M | $256.3M | $101.8K | Cut−$27.2M |
| WELLS FARGO & COMPANY/MN | 3.94M | $198.3M | $66.7K | Added$30.4M |
| AMERIPRISE FINANCIAL INC | 3.83M | $193.1M | $502K | Added$32.5M |
| ROYAL BANK OF CANADA | 2.82M | $141.7M | $57.3K | Cut−$16.4M |
| Serenus Wealth Advisors, LLC | 2.42M | $121.7M | $48.3K | Cut−$9.27M |
| HighTower Advisors, LLC | 2.34M | $117.8M | $47.1K | Cut−$1.9M |
| Private Advisor Group, LLC | 2.32M | $116.6M | $39.8K | Added$16.5M |
| Kestra Advisory Services, LLC | 2.01M | $101.2M | $22.6K | Added$44.5M |
| IHT Wealth Management, LLC | 1.78M | $89.7M | $35.6K | Cut−$6.69M |
| OSAIC HOLDINGS, INC. | 1.71M | $86M | $33K | Added$3.25M |
| Cetera Investment Advisers | 1.71M | $86M | $34.1K | Cut−$24.4M |
| Morton Capital Management LLC/CA | 1.68M | $84.5M | $33.1K | Added$1.07M |
| Rockefeller Capital Management L.P. | 1.53M | $76.9M | $25.9K | Added$11.9M |
| Cardinal Point Capital Management ULC | 1.47M | $74.2M | $28.8K | Added$1.92M |
| Global View Capital Management LLC | 1.38M | $69.3M | $22.3K | Added$13.3M |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | 1.27M | $64.1M | −$174K | Added$1.33M |
| DAVENPORT & Co LLC | 1.27M | $63.7M | $25.2K | Added$527.2K |
| ENVESTNET ASSET MANAGEMENT INC | 1.26M | $63.5M | $18.8K | Added$16.3M |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 1.24M | $62.3M | $24.7K | Cut−$31.3M |
| Bank of New York Mellon Corp | 1.17M | $58.9M | $17.3K | Added$15.4M |
| FOURPATH CAPITAL MANAGEMENT, LLC | 1.16M | $58.6M | — | New |
| Ausdal Financial Partners, Inc. | 1.12M | $56.4M | $13.3K | Added$23M |
| STIFEL FINANCIAL CORP | 1.11M | $55.7M | $16.4K | Added$14M |
| Stenger Family Office, LLC | 1.01M | $50.8M | — | New |
| Steward Partners Investment Advisory, LLC | 961.4K | $48.4M | $16.6K | Added$6.59M |
| Encompass More Asset Management | 930.6K | $46.8M | $12.1K | Added$16.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | 930.3K | $46.8M | $18.3K | Added$720.6K |
| McGuire Investment Group, LLC | 895.1K | $45.1M | $15.7K | Added$5.48M |
| Lido Advisors, LLC | 894.5K | $45M | $62.6K | Cut−$9.95M |
| Vertex Planning Partners, LLC | 894.1K | $45M | $10.3K | Added$18.9M |
| MISSION WEALTH MANAGEMENT, LP | 868.2K | $43.7M | $13.9K | Added$8.64M |
| BLAIR WILLIAM & CO/IL | 861.1K | $43.3M | $17.2K | Cut−$3.03M |
| Lunt Capital Management, Inc. | 851.9K | $42.9M | $17K | Cut−$2.04M |
| Exit Wealth Advisors, LLC. | 832.4K | $41.9M | $2.87K | Added$34.7M |
| Mraz, Amerine & Associates, Inc. | 822.5K | $41.4M | $14.4K | Added$5.24M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 810.9K | $40.8M | $16.2K | Cut−$1.82M |
| Wealthspire Advisors, LLC | 809.8K | $40.8M | $16.2K | Cut−$18.3M |
| Capital Planning Advisors, LLC | 807.6K | $40.7M | $12.8K | Added$8.39M |
| Farther Finance Advisors, LLC | 778.9K | $39.2M | $5.56K | Added$25.2M |
| JPMORGAN CHASE & CO | 776.2K | $39.1M | $15.6K | Cut−$6.55M |
| Clear Creek Financial Management, LLC | 772.9K | $38.9M | $1.62K | Added$34.8M |
| Independent Advisor Alliance | 769.8K | $38.8M | — | New |
| AlphaCore Capital LLC | 764.1K | $38.5M | $15.3K | Cut−$1.22M |
| Cresset Asset Management, LLC | 743.4K | $37.4M | $2.82K | Added$30.3M |
| Arkadios Wealth Advisors | 735.2K | $37M | $4.36K | Added$26.1M |
| Disciplina Capital Management LLC | 665.8K | $33.5M | $9.1K | Added$10.6M |
| LEVEL FOUR ADVISORY SERVICES, LLC | 653.9K | $32.9M | $12.9K | Added$690.8K |
| Wealthcare Capital Partners, LLC | 651.3K | $32.8M | $13K | Cut−$3.74M |
| Uniplan Investment Counsel, Inc. | 649.7K | $32.7M | $4.91K | Added$20.3M |
| Hamilton Wealth, LLC | 643.6K | $32.4M | $1.79K | Added$27.9M |
| Mariner, LLC | 627.3K | $31.6M | $4.91K | Added$19.3M |
| ASSETMARK, INC | 623.1K | $31.4M | $12.2K | Added$625.3K |
| WCG Wealth Advisors LLC | 616.3K | $31M | $7.49K | Added$12.2M |
| INTEGRITY ALLIANCE, LLC. | 599K | $30.2M | $12K | Cut−$116.1K |
| Inspire Advisors, LLC | 590.4K | $29.7M | $10.9K | Added$2.13M |
| Carmel Capital Partners, LLC | 576.9K | $29M | $11.1K | Added$1.1M |
| SYKON CAPITAL LLC | 561.8K | $28.3M | $4.08K | Added$18M |
| HOLLENCREST CAPITAL MANAGEMENT | 547K | $27.5M | $204 | Added$27M |
| Gladstone Institutional Advisory LLC | 538.6K | $27.1M | $10.8K | Cut−$25.4M |
| Vestmark Advisory Solutions, Inc. | 527.5K | $26.6M | $7.35K | Added$8.06M |
| Stonebridge Financial Group, LLC | 524.8K | $26.4M | $10.5K | Cut−$8.81M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 522.5K | $26.3M | $8.99K | Added$3.62M |
| &PARTNERS | 502.5K | $25.3M | −$413 | Added$3.44M |
| ELEVATION POINT WEALTH PARTNERS, LLC | 495.9K | $25M | $7.34K | Added$6.51M |
| United Asset Strategies, Inc. | 482.7K | $24.3M | $8.48K | Added$2.93M |
| UPTICK PARTNERS, LLC | 475.6K | $23.9M | $9.5K | Cut−$5.85M |
| Client First Capital LLC | 468.6K | $23.6M | $9.03K | Added$875.6K |
| Stonebridge Wealth Management, LLC | 463K | $23.3M | $8.97K | Added$723.6K |
| MOULTON WEALTH MANAGEMENT, INC | 455.2K | $22.9M | — | New |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 445.2K | $22.4M | $6.9K | Added$3.8M |
| UHLMANN PRICE SECURITIES, LLC | 438.4K | $22.2M | −$76.2K | Cut−$1.44M |
| Sanctuary Advisors, LLC | 435.2K | $21.9M | $6.53K | Added$5.5M |
| Melone Private Wealth, LLC | 425.8K | $21.4M | $8.5K | Cut−$164K |
| WEBSTER BANK, N. A. | 418.8K | $21.1M | $8.38K | Cut−$558.5K |
| New Perspectives, Inc | 416.3K | $21M | $8.35K | Cut−$2.67K |
| Team Financial Group, LLC | 397.3K | $20M | $7.94K | Cut−$2.87M |
| Aptus Capital Advisors, LLC | 394.1K | $19.8M | $7.88K | Cut−$49.5K |
| JONES FINANCIAL COMPANIES LLLP | 391.9K | $19.7M | $2.93K | Added$5M |
| Concurrent Investment Advisors, LLC | 388.8K | $19.6M | $7.21K | Added$1.38M |
| Merit Financial Group, LLC | 380.9K | $19.2M | $5.38K | Added$5.67M |
| Bonfire Financial | 375.5K | $18.9M | $6.42K | Added$2.81M |
| Broussard Financial Group LLC | 373K | $18.8M | $6.86K | Added$1.51M |
| Etesian Wealth Advisors, Inc. | 361.1K | $18.2M | $7.23K | Cut−$3.07M |
| Catalina Capital Group, LLC | 359.3K | $18.1M | $7.17K | Cut−$732.4K |
| Wealthcare Advisory Partners LLC | 357.8K | $18M | $6.64K | Added$1.35M |
| Leo Wealth, LLC | 344.2K | $17.5M | $110.2K | Cut−$5.5M |
| MERCER GLOBAL ADVISORS INC /ADV | 345.8K | $17.4M | $6.44K | Added$1.3M |
| Stonekeep Investments, LLC | 332.9K | $16.8M | $16.7M | Added$16.7M |
| Eaton Financial Holdings Company, LLC | 323.5K | $16.3M | $4.3K | Added$5.49M |
| Rare Wolf Capital LLC | 320K | $16.1M | $6.02K | Added$959.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 313.7K | $15.8M | $3.11K | Cut−$22.6M |
| MML INVESTORS SERVICES, LLC | 312.9K | $15.7M | $6.27K | Cut−$630.8K |
| Arta Finance Wealth Management LLC | 312.8K | $15.7M | $5.34K | Added$2.32M |
| CWM, LLC | 312.6K | $15.7M | $15.7M | Added$15.7M |
| Howard Capital Management Inc. | 2.06M | $15.6M | $1.84M | Added$2.17M |
| Fortune Financial Group, Inc. | 307.8K | $15.5M | $7.87M | Added$15.5M |
| Reyes Financial Architecture, Inc. | 307.5K | $15.5M | $6.17K | Cut−$355.5K |
| Financial Security Advisor, Inc. | 304.5K | $15.3M | $6.11K | Cut−$492.7K |
| Goldenstone Wealth Management LLC | 301.6K | $15.2M | $5.75K | Added$701.2K |
| Modern Wealth Management, LLC | 301.5K | $15.2M | $6.02K | Cut−$198.8K |
| BlackDiamond Wealth Management, LLC | 297.9K | $15M | −$7.43K | Added$7.52M |
| Napier Financial, LLC | 295.5K | $14.9M | $5.49K | Added$1.03M |
| Sharper & Granite LLC | 294.6K | $14.8M | $5.89K | Cut−$2.03M |
| REGIMEN WEALTH, LLC | 293.9K | $14.8M | $5.89K | Cut−$6.76M |
| MAI Capital Management | 292.8K | $14.7M | $5.58K | Added$605.1K |
| Headland Capital, LLC | 287.2K | $14.5M | $5.57K | Added$404.2K |
| Envision Financial LLC | 285.4K | $14.4M | $5.68K | Cut−$2.62M |
| Mueller Wealth, LLC | 284.8K | $14.3M | $5.33K | Added$861.2K |
| Pallas Capital Advisors LLC | 277.2K | $14M | $5.54K | Cut−$2.02M |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 275.2K | $13.9M | $5.51K | Cut−$8.08M |
| Permanent Capital Management, LP | 274.9K | $13.8M | $8.24K | Cut−$3.68M |
| Baird Financial Group, Inc. | 272.6K | $13.7M | $2.27K | Added$8.02M |
| CARY STREET PARTNERS FINANCIAL LLC | 271.7K | $13.7M | $5.44K | Cut−$2.11M |
| Grey Ledge Advisors, LLC | 270.1K | $13.6M | $5.37K | Cut−$91.5K |
| CALTON & ASSOCIATES, INC. | 269.7K | $13.6M | $5.37K | Cut−$1.31M |
| Intrua Financial, LLC | 265.1K | $13.3M | $5.06K | Added$559.8K |
| Cassia Capital Partners, LLC | 264.8K | $13.3M | $5.31K | Cut−$361.5K |
| Alpine Bank Wealth Management | 264.7K | $13.3M | $5.29K | Cut−$37.6M |
| Parisi Gray Wealth Management | 264.1K | $13.3M | $5.13K | Added$371K |
| Procyon Advisors, LLC | 262.5K | $13.2M | $4.16K | Added$2.75M |
| Vantage Point Financial LLC | 258.9K | $13M | $1.69K | Added$8.8M |
| Tower Research Capital LLC (TRC) | 258.3K | $13M | $5.17K | Cut−$19.3M |
| TECTONIC ADVISORS LLC | 246.7K | $12.4M | $4.43K | Added$1.24M |
| Lauer Wealth, LLC | 244.9K | $12.3M | $4.87K | Cut−$1.74M |
| Leibman Financial Services, Inc. | 244.5K | $12.3M | $4.9K | Cut−$2.56M |
| ACORN CREEK CAPITAL LLC | 239.4K | $12.1M | $4.78K | Cut−$55.8K |
| HighPoint Advisor Group LLC | 239.3K | $12M | $4.84K | Cut−$33.2K |
| Allen Capital Group, LLC | 238.2K | $12M | $4.74K | Cut−$1.41M |
| Castle Rock Wealth Management, LLC | 236.9K | $11.9M | $1.19K | Cut−$558.8K |
| Vigilare Wealth Management | 234.8K | $11.8M | $157 | Added$11.4M |
| Christian Investment Advisors, Inc. | 230.4K | $11.6M | $6.89K | Cut−$3.51M |
| WT Wealth Management | 221.3K | $11.1M | $3.95K | Added$1.19M |
| Golden State Equity Partners | 214.7K | $10.8M | $88 | Added$10.6M |
| Keebeck Wealth Management | 212K | $10.7M | $3.29K | Added$2.4M |
| Family Legacy Financial Solutions, LLC | 210.7K | $10.6M | $10.6M | Added$10.6M |
| Milestone Investment Advisors LLC | 207.8K | $10.5M | $4.15K | Cut−$30.4K |
| Haven Private, LLC | 203.8K | $10.3M | $4.05K | Cut−$2.19M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 203.1K | $10.2M | $3.89K | Cut−$768.8K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 200K | $10.1M | $4K | Added$4K |
| NVWM, LLC | 199.8K | $10.1M | $4K | Cut−$375.8K |
| CAPITAL MANAGEMENT CORP /VA | 195.3K | $9.83M | $3.91K | Cut−$905K |
| Stratos Wealth Partners, LTD. | 192.4K | $9.69M | $3.83K | Cut−$2.34M |
| SFM, LLC | 185K | $9.31M | $3.65K | Added$148K |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 184.8K | $9.3M | $2.52K | Added$2.97M |
| ANDERSON HOAGLAND & CO | 184.6K | $9.29M | $3.69K | Cut−$307.2K |
| Warner Group LLC | 183.4K | $9.23M | $3.47K | Added$473.8K |
| INVENIO WEALTH PARTNERS LLC | 179K | $9.01M | $3.58K | Cut−$146K |
| Equitable Holdings, Inc. | 178.8K | $9M | $24 | Cut−$725.8K |
| Ankerstar Wealth, LLC | 175K | $8.81M | $3.48K | Cut−$194.3K |
| FLAGSHIP HARBOR ADVISORS, LLC | 174.3K | $8.77M | $3.48K | Cut−$1.68M |
| HUB Investment Partners, LLC | 172.1K | $8.66M | $3.44K | Cut−$1.07M |
| AlTi Global, Inc. | 165.1K | $8.31M | $3.3K | Added$3.3K |
| STEPHENS INC /AR/ | 161.1K | $8.11M | $3.22K | Cut−$4.87M |
| Transcendent Capital Group LLC | 160.3K | $8.07M | — | New |
| Mason & Associates Inc | 158.7K | $7.99M | $3.16K | Cut−$2.29M |
| Ares Financial Consulting, LLC | 156.9K | $7.9M | $2.88K | Added$715.1K |
| Elmwood Wealth Management, Inc. | 155.4K | $7.82M | $1.87K | Added$3.11M |
| Laurel Wealth Advisors LLC | 151.8K | $7.65M | $12.1K | Cut−$459.4K |
| Focus Partners Wealth | 150.9K | $7.6M | $2.86K | Added$216.2K |
| Sanchez Wealth Management Group | 150.9K | $7.6M | $2.8K | Added$415.8K |
| Cerity Partners LLC | 146.5K | $7.37M | $2.37K | Added$1.33M |
| Belpointe Asset Management LLC | 145.4K | $7.32M | $2.33K | Added$1.51M |
| FOUNDERS FINANCIAL SECURITIES LLC | 144.1K | $7.26M | $6.05K | Added$1.17M |
| Reality Financial Planning Services, LLC | 142.5K | $7.17M | $2.56K | Added$728.3K |
| Prime Capital Investment Advisors, LLC | 138.6K | $6.98M | — | New |
| Advisory Services Network, LLC | 138.2K | $6.96M | $2.18K | Added$1.46M |
| Total Clarity Wealth Management, Inc. | 137K | $6.9M | $2.76K | Added$5.93K |
| Kingsview Wealth Management, LLC | 136.8K | $6.89M | $2.76K | Cut−$64.3K |
| Wealthfront Advisers LLC | 135.8K | $6.83M | $1.98K | Added$1.86M |
| CABOT WEALTH MANAGEMENT INC | 133.1K | $6.7M | $2.45K | Added$523.1K |
| Capital Investment Advisory Services, LLC | 129.7K | $6.53M | $2.47K | Added$319K |
| D.A. DAVIDSON & CO. | 128.8K | $6.49M | $2.58K | Cut−$12.9K |
| BFI Wealth Solutions, LLC | 127.8K | $6.44M | $2.95K | Cut−$4.96M |
| Daviman Financial, LLC | 123K | $6.19M | $2.46K | Added$2.46K |
| Compound Planning, Inc. | 119.5K | $6.02M | $601 | Added$4.5M |
| Gateway Wealth Partners, LLC | 117.9K | $5.94M | $1.16K | Added$2.95M |
| Warren Street Wealth Advisors, LLC | 116.8K | $5.88M | $2.31K | Cut−$127.1K |
| IFP Advisors, Inc | 116.4K | $5.86M | $915 | Added$3.56M |
| Cypress Capital, LLC | 113.7K | $5.72M | $2.28K | Cut−$22.8M |
| TD Capital Management LLC | 113.7K | $5.72M | $2.29K | Cut−$1.48M |
| RETIREMENT CAPITAL STRATEGIES | 112.4K | $5.66M | $1.02K | Added$3.08M |
| Independent Wealth Advisors LLC | 111.5K | $5.61M | $2.23K | Cut−$1.27M |
| Argo Wealth Advisory, LLC | 111.1K | $5.59M | $2.14K | Added$302.7K |
| Hobart Private Capital, LLC | 110.2K | $5.55M | $2.08K | Added$285K |
| Second Line Capital, LLC | 109.1K | $5.49M | $2.89K | Added$603.5K |
| Friedenthal Financial | 108.1K | $5.44M | $458 | Added$4.29M |
| LWM Advisory Services, LLC | 107.5K | $5.41M | $1.83K | Added$756.9K |
| Optivise Advisory Services LLC | 106.9K | $5.38M | — | New |
| EXCHANGE TRADED CONCEPTS, LLC | 105.6K | $5.31M | $2.11K | Cut−$48.2K |
| SILVER OAK SECURITIES, INCORPORATED | 105.1K | $5.29M | $3.16K | Cut−$216.6K |
| Guided Capital Wealth Management, LLC | 103.6K | $5.22M | $2.07K | Cut−$8.25M |
| StoneX Group Inc. | 98K | $4.93M | $1.82K | Added$344.5K |
| Yoder Wealth Management, Inc. | 95.9K | $4.83M | $1.83K | Added$158.6K |
| CIM, LLC | 92.1K | $4.64M | $1.84K | Added$52.1K |
| Ellevest, Inc. | 90.3K | $4.54M | $1.81K | Cut−$497.1K |
| Edgestream Partners, L.P. | 88.7K | $4.47M | $1.07K | Added$1.77M |
| PINNACLE ASSOCIATES LTD | 88.5K | $4.46M | $1.25K | Added$1.34M |
| Curran Financial Partners, LLC | 87.9K | $4.42M | $1.76K | Cut−$1.05M |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 86.9K | $4.37M | $1.74K | Cut−$225.5K |
| Charis Legacy Partners, LLC | 86.5K | $4.35M | $1.72K | Added$29.2K |
| Western Wealth Management, LLC | 85.6K | $4.31M | $1.72K | Cut−$791.6K |
| Geneos Wealth Management Inc. | 85.2K | $4.29M | $1.7K | Cut−$1.92M |
| Centennial Bank/AR/ | 84.9K | $4.27M | $276 | Added$3.58M |
| Activest Wealth Management | 83.2K | $4.19M | $1.67K | Cut−$1.71M |
| First Financial Group Corp | 81.6K | $4.11M | $1.62K | Cut−$60.1K |
| M Wealth Management, LLC | 81.3K | $4.09M | $1.62K | Added$24.9K |
| Golden State Wealth Management, LLC | 80.6K | $4.06M | $1.6K | Cut−$1.27M |
| Andina Capital Management, LLC | 80.1K | $4.03M | $1.62K | Cut−$3.96M |
| MATHER GROUP, LLC. | 79.5K | $4M | $190 | Added$3.53M |
| Pinnacle Wealth Management Advisory Group, LLC | 78K | $3.92M | $757 | Added$2.02M |
| JT Stratford LLC | 76.9K | $3.87M | $1.34K | Added$510.1K |
| Focus Financial Network, Inc. | 76.8K | $3.87M | $1.55K | Cut−$532.1K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 75K | $3.78M | $421 | Added$2.67M |
| Ameritas Advisory Services, LLC | 74.9K | $3.77M | $1.44K | Added$163.6K |
| BEACON FINANCIAL GROUP | 74.7K | $3.76M | $1.45K | Cut−$242.4K |
| MGO ONE SEVEN LLC | 74.6K | $3.75M | — | New |
| Summit Financial, LLC | 74.4K | $3.75M | $1.03K | Added$1.2M |
| Kane Co Wealth Management, Inc. | 74.1K | $3.73M | $1.5K | Cut−$53.8K |
| Integrated Wealth Concepts LLC | 73.7K | $3.71M | $516 | Added$2.39M |
| GreatBanc Trust CO | 73.1K | $3.68M | $646 | Added$2.05M |
| GatePass Capital, LLC | 73K | $3.67M | $1.46K | Cut−$152K |
| Sankala Group LLC | 72.9K | $3.67M | −$525 | Added$1.82M |
| Global Assets Advisory, LLC | 72.3K | $3.64M | $892 | Added$1.4M |
| Avidian Wealth Enterprises, LLC | 72.2K | $3.64M | $1.42K | Added$51.4K |
| Bravias Capital Group, LLC | 72.2K | $3.63M | $1.06K | Added$993.1K |
| Cascades Capital Asset Management, LLC | 71.6K | $3.61M | $1.44K | Cut−$2.36M |
| OakTrust Wealth Advisors, LLC | 69.6K | $3.5M | $1.42K | Cut−$424.1K |
| MATTERN CAPITAL MANAGEMENT, LLC | 68.7K | $3.46M | — | New |
| Fortis Group Advisors, LLC | 66.5K | $3.35M | $7 | Added$831.4K |
| ASHTON THOMAS SECURITIES, LLC | 66K | $3.32M | — | New |
| KINGSWOOD WEALTH ADVISORS, LLC | 65.2K | $3.28M | $769 | Added$1.4M |
| Waverly Advisors, LLC | 65.1K | $3.28M | $1.29K | Cut−$794.5K |
| Crestwood Advisors Group, LLC | 63.8K | $3.21M | $1.28K | Added$679 |
| NOVEM GROUP | 63.3K | $3.19M | $1.24K | Cut−$1.8M |
| Financially in Tune, LLC | 63.2K | $3.18M | $1.25K | Added$12.3K |
| MONEY CONCEPTS CAPITAL CORP | 63.1K | $3.18M | $1.25K | Added$54.8K |
| Conservest Capital Advisors, Inc. | 63K | $3.17M | $168 | Added$2.69M |
| Ethos Financial Group, LLC | 61.8K | $3.11M | $1.22K | Cut−$1.27M |
| Allworth Financial LP | 61.6K | $3.1M | $1.23K | Cut−$75.4K |
| NorthRock Partners, LLC | 61.4K | $3.09M | $1.23K | Cut−$167.2K |
| Quantinno Capital Management LP | 61K | $3.07M | $454 | Added$1.86M |
| Addison Advisors LLC | 59.8K | $3.01M | $1.2K | Cut−$413.7K |
Who left
- IFG Advisory, LLC$15.8M
- AXXCESS WEALTH MANAGEMENT, LLC$13.8M
- Value Investment Professionals, LLC$13.1M
- NewEdge Advisors, LLC$10M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.16M
- Engineers Gate Manager LP$1.02M
- Safeguard Investment Advisory Group, LLC$886.5K
- Advyzon Investment Management, LLC$734K
- NerdWallet Wealth Partners, LLC$725.3K
- PeakShares LLC$632.1K
- MILLENNIUM MANAGEMENT LLC$622.3K
- Tidal Investments LLC$553K
- EJMK Ventures LLC$474.6K
- Financial Sense Advisors, Inc.$472.3K
- PRIVATE CLIENT SERVICES, LLC$401.6K
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.