Stock
Reported value
$14.7B
Holders
899
+113 new · −71 exited
Holders’ est. mark
$1.02B
Price effect on 234 books still in the name
Largest holder
$1.72B
Sumitomo Mitsui Trust Group, Inc.
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $14M
- State Street0.0% · $323.9M
- Icahn Capital0.0% · $12.4M
- Citadel0.0% · $13.6M
- Fidelity0.0% · $1.3M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. | 18.6M | $1.72B | $134.6M | Added$153.8M |
| WELLS FARGO & COMPANY/MN | 9.51M | $881.1M | $57.9M | Added$205.5M |
| MORGAN STANLEY | 8.81M | $816.3M | $64.5M | Cut−$85.4M |
| EVOKE WEALTH, LLC | 7.47M | $692.6M | $54M | Added$63.1M |
| BANK OF AMERICA CORP /DE/ | 6.67M | $618.4M | $48.8M | Cut−$35.5M |
| Empower Advisory Group, LLC | 5.95M | $551.6M | $43M | Added$50.6M |
| State Street | 3.49M | $323.9M | $22.4M | Added$62.1M |
| Cassaday & Co Wealth Management LLC | 3.33M | $308.5M | $24.4M | Added$20.2M |
| Resona Asset Management Co.,Ltd. | 3.24M | $289.1M | $7.85M | Added$97.8M |
| UBS Group AG | 3.07M | $284.8M | $22.5M | Cut−$6.57M |
| LPL Financial LLC | 3.02M | $280.1M | $21.9M | Added$24.6M |
| AMERIPRISE FINANCIAL INC | 2.71M | $252.4M | $20.7M | Added$7.3M |
| Evergreen Quality Fund GP, Ltd. | 2.59M | $239.8M | $18.9M | Added$18.9M |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2.35M | $218.1M | — | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.81M | $167.3M | $12.1M | Added$26.1M |
| SBI Okasan Asset Management Co.Ltd. | 1.85M | $165.2M | — | New |
| PRUDENTIAL FINANCIAL INC | 1.68M | $155.7M | $11.4M | Cut−$70.9M |
| Gradient Investments LLC | 1.63M | $150.9M | $8.06M | Added$56.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1.6M | $148.6M | $11.3M | Added$17.3M |
| OSAIC HOLDINGS, INC. | 1.59M | $147.4M | $11.6M | Added$2.69M |
| HighTower Advisors, LLC | 1.59M | $147.1M | $9.78M | Added$33.1M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1.52M | $140.6M | $489.7K | Added$134.9M |
| Asset Management One Co., Ltd. | 1.49M | $137.8M | $10.2M | Cut−$87.2M |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | 1.44M | $133.4M | — | New |
| STIFEL FINANCIAL CORP | 1.43M | $132.3M | $10.4M | Cut−$4.73M |
| ROYAL BANK OF CANADA | 1.4M | $129.5M | $10.2M | Added$9.78M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.28M | $118.9M | $9.39M | Added$3.78M |
| Cerity Partners LLC | 1.27M | $117.5M | $8.64M | Added$16.6M |
| PRINCIPAL FINANCIAL GROUP INC | 1.26M | $116.7M | $9.22M | Cut−$70.4M |
| Hollow Brook Wealth Management LLC | 1.22M | $113.1M | $8.92M | Added$9.09M |
| ENVESTNET ASSET MANAGEMENT INC | 1.15M | $106.3M | $8.4M | Added$208K |
| JPMORGAN CHASE & CO | 1.13M | $101M | $4.47M | Cut−$23.5M |
| US BANCORP \DE\ | 1.06M | $98.6M | $6.66M | Added$21M |
| Tidal Investments LLC | 965.7K | $89.5M | $7.01M | Added$5.26M |
| RAYMOND JAMES FINANCIAL INC | 960.2K | $89M | $7.03M | Cut−$2.89M |
| CWM, LLC | 922.7K | $85.5M | $85.4M | Added$85.4M |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 839.3K | $77.8M | $4.53M | Added$25M |
| GREAT VALLEY ADVISOR GROUP, INC. | 817.3K | $75.8M | $5.9M | Added$7M |
| Equitable Holdings, Inc. | 865.3K | $73.9M | $3.36K | Added$4.23M |
| BENJAMIN EDWARDS INC | 788.8K | $73.1M | $5.77M | Cut−$11.7M |
| Argos Wealth Advisors, LLC | 779.8K | $72.3M | $5.71M | Added$4.81M |
| Bank of New York Mellon Corp | 749.4K | $69.5M | $5.49M | Cut−$2.3M |
| Rockefeller Capital Management L.P. | 740.3K | $68.6M | $4.86M | Added$11.9M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 720.4K | $64.8M | −$4.5K | Added$64.3M |
| Private Advisor Group, LLC | 682.1K | $63.2M | $4.99M | Cut−$15.7M |
| OVERSEA-CHINESE BANKING Corp Ltd | 676.6K | $62.7M | $4.8M | Added$6.7M |
| Quadrature Capital Ltd | 671.2K | $62.2M | — | New |
| 3EDGE Asset Management, LP | 658.6K | $61M | $4.82M | Cut−$26.3M |
| Cresset Asset Management, LLC | 655.1K | $60.7M | $4.53M | Added$7.94M |
| Farther Finance Advisors, LLC | 640.6K | $60.4M | $5.68M | Added$6.14M |
| Parcion Private Wealth LLC | 625.6K | $58M | $4.58M | Added$1.54M |
| Strategic Financial Services, Inc. | 583.8K | $54.1M | −$3.13M | Cut−$36.2M |
| SBI Securities Co., Ltd. | 581.5K | $53.9M | $3.91M | Added$8.35M |
| Creative Planning | 546.5K | $50.7M | $4M | Added$3.08M |
| Greenline Partners, LLC | 529.3K | $49.1M | $3.87M | Cut−$1.56M |
| NEPC LLC | 516.4K | $47.9M | $3.78M | Cut−$6.34M |
| MBL Wealth, LLC | 510.9K | $47.4M | $3.74M | Added$3.56M |
| Cetera Investment Advisers | 488.9K | $45.3M | $3.41M | Added$5.55M |
| GOLDMAN SACHS GROUP INC | 477.2K | $44.2M | $3.49M | Cut−$23.2M |
| Main Street Research LLC | 469.5K | $43.5M | $3.38M | Added$4.05M |
| American Investment Services, Inc. | 469.4K | $43.5M | $3.44M | Cut−$289.8K |
| Bangor Savings Bank | 468K | $43.4M | $3.21M | Added$5.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | 459.3K | $42.6M | $2.22M | Added$16.7M |
| Wealthfront Advisers LLC | 458.5K | $42.5M | $2.59M | Added$12.3M |
| Capital Planning Advisors, LLC | 442.7K | $41M | $3.24M | Cut−$4.49M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 423.4K | $39.2M | $3.1M | Added$394.7K |
| Tradewinds Capital Management, LLC | 413.9K | $38.4M | $3.03M | Added$172.9K |
| SENTINEL PENSION ADVISORS, LLC | 401.8K | $37.2M | $2.92M | Added$3.2M |
| Evercore Wealth Management, LLC | 394.9K | $36.6M | $2.59M | Added$6.39M |
| SNS Financial Group, LLC | 394.9K | $36.6M | $2.89M | Added$492.2K |
| Mission Creek Capital Partners, Inc. | 384K | $35.6M | $2.81M | Added$2.63M |
| ASSETMARK, INC | 369.3K | $34.2M | $2.7M | Cut−$13.4M |
| China Universal Asset Management Co., Ltd. | 349.7K | $32.4M | $1.51M | Added$14.8M |
| Mariner, LLC | 347.6K | $32.2M | $2.54M | Added$2.47M |
| FULTON BREAKEFIELD BROENNIMAN LLC | 340.9K | $31.6M | $923.2K | Added$20.8M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 333K | $30.9M | $2.44M | Cut−$1.65M |
| Mirae Asset Global Investments Co., Ltd. | 332.7K | $30.8M | $2.22M | Added$5M |
| Fullerton Fund Management Co Ltd. | 328.7K | $30.5M | $2.41M | Cut−$671K |
| Baird Financial Group, Inc. | 293.9K | $27.2M | $2.15M | Cut−$1.02M |
| Evernest Financial Advisors, LLC | 279.7K | $25.9M | −$2.22M | Cut−$6.22M |
| NavPoint Financial, Inc. | 257.2K | $23.8M | $1.87M | Added$2.06M |
| CONTINUUM WEALTH ADVISORS, LLC | 254.7K | $23.6M | $1.86M | Cut−$62.8K |
| Composition Wealth, LLC | 251K | $23.3M | $1.84M | Added$1.85M |
| AE Wealth Management LLC | 249.4K | $23.1M | $1.83M | Cut−$5.11M |
| Alvarez & Marsal Private Wealth Partners, LLC | 240K | $22.2M | $1.76M | Added$1.76M |
| Timber Creek Capital Management LLC | 233.8K | $21.7M | $1.59M | Added$3.08M |
| Stratos Wealth Partners, LTD. | 225.6K | $20.9M | $1.48M | Added$3.66M |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 221.7K | $20.6M | $1.62M | Added$917.4K |
| Piedmont Capital Management, LLC | 222.3K | $20.5M | $1.55M | Added$1.05M |
| Summitas Investment Management LLC | 219.7K | $20.4M | $1.61M | Cut−$1.42M |
| &PARTNERS | 218.5K | $20.3M | $1.53M | Added$1.2M |
| DEUTSCHE BANK AG\ | 217.8K | $20.2M | $1.59M | Added$1.4M |
| CoreCap Advisors, LLC | 214.2K | $19.9M | $1.56M | Added$1.71M |
| Encompass More Asset Management | 210K | $19.5M | $1.41M | Added$3.08M |
| My Portfolio Guide, LLC | 203.4K | $18.8M | — | Held |
| Austin Wealth Management, LLC | 203.5K | $18.7M | $722.3K | Cut−$6.63M |
| Corient Private Wealth LLC | 481.5K | $18.5M | −$16.3M | Cut−$11.2M |
| SEI INVESTMENTS CO | 199K | $18.4M | $1.46M | Cut−$36.4M |
| MML INVESTORS SERVICES, LLC | 197.2K | $18.3M | $1.44M | Cut−$4.27M |
| JOURNEY STRATEGIC WEALTH LLC | 187.9K | $17.4M | $1.38M | Cut−$631.7K |
| Quent Capital, LLC | 177.1K | $16.4M | $1.29M | Added$1.37M |
| IHT Wealth Management, LLC | 175.4K | $16.3M | $1.08M | Added$267.6K |
| Quantum Financial Advisors, LLC | 173.3K | $16.1M | $1.22M | Added$1.87M |
| HARBOR INVESTMENT ADVISORY, LLC | 170.5K | $15.8M | $1.25M | Added$148.3K |
| Kestra Advisory Services, LLC | 167.6K | $15.5M | $1.18M | Added$1.78M |
| SAGE PRIVATE WEALTH GROUP, LLC | 165.6K | $15.4M | $1.21M | Added$506.4K |
| PEAK FINANCIAL ADVISORS LLC | 165.4K | $15.3M | $1.21M | Cut−$1.81M |
| Copley Financial Group, Inc. | 164.9K | $15.3M | $773.1K | Added$6.27M |
| NOTTINGHAM ADVISORS, INC. | 164.4K | $15.2M | $2M | Added$1.41M |
| Wealthcare Advisory Partners LLC | 163.7K | $15.2M | $1.2M | Added$424.6K |
| New Perspectives, Inc | 159.5K | $14.8M | $1.17M | Added$1.17M |
| Warren Street Wealth Advisors, LLC | 156.2K | $14.5M | $1.14M | Cut−$2M |
| Buck Wealth Strategies, LLC | 156K | $14.5M | $1.14M | Added$880.9K |
| Avid Wealth Partners LLC | 154.3K | $14.3M | $1.13M | Added$973.3K |
| McAlvany Wealth Management LLC | 159.1K | $14.2M | $628.4K | Added$421.7K |
| Renaissance Technologies | 151.2K | $14M | $42.5K | Added$13.5M |
| Citadel | 146.3K | $13.6M | $1.07M | Cut−$302.1K |
| E Fund Management Co., Ltd. | 144.5K | $13.4M | — | Held |
| Cardinal Strategic Wealth Guidance | 134.2K | $12.4M | $975.5K | Added$1.06M |
| Icahn Capital | 134K | $12.4M | $968.7K | Added$1.13M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 130.4K | $12.1M | $458.9K | Cut−$12.2M |
| Accretive Wealth Partners, LLC | 129.8K | $12M | $940.5K | Added$1.06M |
| RETIREMENT INCOME SOLUTIONS, INC | 129.8K | $12M | $950.3K | Added$803.1K |
| Brindle & Bay Financial Advisors, LLC | 127.1K | $11.8M | $930.5K | Cut−$560.9K |
| Henderson Brothers Financial Partners, LLC | 126.4K | $11.7M | $528.6K | Added$5.56M |
| Walkner Condon Financial Advisors LLC | 121.3K | $11.2M | $887.5K | Added$541K |
| MCMORGAN & CO LLC | 121.2K | $11.2M | $887.3K | Cut−$8.83M |
| Wealth Advisory Solutions, LLC | 120K | $11.1M | $878.3K | Cut−$197.9K |
| INSPIRION WEALTH ADVISORS, LLC | 118.4K | $11M | $828K | Added$1.32M |
| Tidemark, LLC | 115.9K | $10.7M | $848.3K | Added$413.6K |
| RM Financial Services, LLC | 115.3K | $10.7M | $821.1K | Added$1.11M |
| KWB Wealth | 125.2K | $10.7M | $1 | Cut−$176.5K |
| Napier Financial, LLC | 115K | $10.7M | $842.1K | Added$800.5K |
| KPP Advisory Services LLC | 115K | $10.7M | $690.9K | Added$2.6M |
| Modern Wealth Management, LLC | 112.3K | $10.6M | $34.5K | Added$10.3M |
| Stratos Wealth Advisors, LLC | 114K | $10.6M | $647.8K | Added$3.02M |
| Kraft, Davis & Associates, LLC | 113.4K | $10.4M | $65.3K | Added$1.78M |
| CreativeOne Wealth, LLC | 109.9K | $10.2M | $778.1K | Added$1.11M |
| FIFTH THIRD BANCORP | 109.6K | $10.2M | — | New |
| Hudson Capital Management LLC | 108.7K | $10.1M | $795.8K | Added$290.6K |
| TRUIST FINANCIAL CORP | 104.4K | $9.68M | $764.1K | Cut−$1.62M |
| Purus Wealth Management, LLC | 104.1K | $9.65M | $740.7K | Added$1.01M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 105K | $9.57M | $621.9K | Added$185.7K |
| PFG Advisors | 102.3K | $9.48M | $749K | Added$682.2K |
| MANAGED ASSET PORTFOLIOS, LLC | 100.3K | $9.3M | $734.2K | Added$736.8K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 100.1K | $9.28M | $713.1K | Added$958K |
| Pinnacle Financial Partners, Inc. | 99.1K | $9.19M | $725.7K | Added$664.9K |
| Zhang Financial LLC | 97.8K | $9.06M | $715.9K | Added$691.1K |
| CHATHAM CAPITAL GROUP, INC. | 97.3K | $9.02M | $712.3K | Cut−$1.17M |
| Versant Capital Management, Inc | 97.3K | $9.02M | $712.2K | Added$308.4K |
| FIDUCIENT ADVISORS LLC | 96.6K | $8.96M | $707.3K | Added$707.3K |
| TUDOR INVESTMENT CORP ET AL | 96.6K | $8.95M | $656.7K | Added$1.29M |
| AMJ Financial Wealth Management | 95.4K | $8.84M | $694.3K | Added$744.6K |
| ELEMENT POINTE ADVISORS, LLC | 93.8K | $8.69M | $678.4K | Added$782.2K |
| STANSBERRY ASSET MANAGEMENT, LLC | 93.8K | $8.69M | $540.2K | Added$2.39M |
| Daiwa Securities Group Inc. | 93.8K | $8.69M | $4.29M | Added$8.69M |
| Wilkerson Advisory Group LLC | 92.8K | $8.6M | $679.5K | Cut−$26.5K |
| Brookstone Capital Management | 91.5K | $8.48M | $617.1K | Added$1.28M |
| Avior Wealth Management, LLC | 91.2K | $8.45M | $667.6K | Added$484.4K |
| FRANKLIN RESOURCES INC | 91.1K | $8.45M | $481.6K | Added$2.83M |
| GOULD ASSET MANAGEMENT LLC /CA/ | 90.4K | $8.38M | $661.6K | Cut−$6.16M |
| Integrated Advisors Network LLC | 90.1K | $8.35M | $542.9K | Added$2.02M |
| CABOT WEALTH MANAGEMENT INC | 90K | $8.34M | $540.2K | Added$2.04M |
| Advisory Services Network, LLC | 89.3K | $8.27M | $639.6K | Added$814.2K |
| Glenview Trust Co | 88.3K | $8.18M | $631.2K | Added$821.2K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 87.8K | $8.14M | $642.9K | Added$353.4K |
| JONES FINANCIAL COMPANIES LLLP | 90.8K | $8.11M | $289.9K | Added$1.88M |
| Integrity Wealth Solutions LLC | 87.2K | $8.08M | $638.2K | Added$382.1K |
| Aptus Capital Advisors, LLC | 85.8K | $7.96M | $628.3K | Added$546.8K |
| BRIGHT FINANCIAL ADVISORS, INC. | 85.5K | $7.93M | $620.6K | Added$689.1K |
| Transamerica Financial Advisors, LLC | 84.8K | $7.86M | $620.8K | Added$505.2K |
| IMC-Chicago, LLC | 84.6K | $7.84M | — | New |
| Archford Capital Strategies, LLC | 83.4K | $7.73M | $610.4K | Added$10.7K |
| AA Financial Advisors, LLC | 83K | $7.7M | $194K | Added$5.43M |
| INTEGRITY ALLIANCE, LLC. | 81.8K | $7.58M | $598.6K | Cut−$14.4K |
| Roan Capital Partners | 80.8K | $7.49M | — | Held |
| Financial Guidance Group, Inc. | 80.1K | $7.42M | $586K | Added$483.8K |
| Avos Capital Management, LLC | 79.4K | $7.36M | $581.3K | Cut−$1.26M |
| Arax Advisory Partners | 79.3K | $7.35M | $24.1K | Added$7.04M |
| Pitcairn Wealth Advisors LLC | 85.7K | $7.32M | −$1 | Added$178.8K |
| Lido Advisors, LLC | 77.8K | $7.21M | $773.1K | Cut−$607.7K |
| Concurrent Investment Advisors, LLC | 77.5K | $7.19M | $58.9K | Added$6.5M |
| Beaumont Financial Advisors, LLC | 77.1K | $7.14M | $564.1K | Cut−$1.02M |
| Gateway Wealth Partners, LLC | 76.3K | $7.07M | — | New |
| TD Waterhouse Canada Inc. | 74.6K | $7.01M | $606.4K | Added$1.09M |
| Team Financial Group, LLC | 74.8K | $6.93M | $547.5K | Added$528.8K |
| ENTREWEALTH, LLC | 73.7K | $6.83M | −$361.2K | Added$231.9K |
| Clark Capital Management Group, Inc. | 73.3K | $6.79M | $536.3K | Added$160K |
| STAPP WEALTH MANAGEMENT, PLLC | 72.4K | $6.71M | $530.3K | Cut−$667.4K |
| Compass Wealth Management, LLC/GA | 72.2K | $6.7M | $483.3K | Added$1.06M |
| Lynx Investment Advisory | 72.2K | $6.69M | $509.8K | Added$748.8K |
| Ameritas Advisory Services, LLC | 71.1K | $6.59M | $520.3K | Added$312.7K |
| COURIER CAPITAL LLC | 70.9K | $6.58M | $519.3K | Cut−$316.9K |
| Independent Advisor Alliance | 70.9K | $6.57M | — | New |
| Aureum Wealth Management, LLC | 70.9K | $6.57M | $428K | Added$1.58M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 70.7K | $6.56M | $483.9K | Added$913.8K |
| Seven Post Investment Office LP | 70.5K | $6.53M | $505.9K | Added$634.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 69.6K | $6.45M | $509.2K | Added$510.2K |
| DeDora Capital, Inc. | 68.6K | $6.35M | $400.1K | Added$1.69M |
| Forvis Mazars Wealth Advisors, LLC | 68.4K | $6.34M | $501K | Added$487.5K |
| Essex Financial Services, Inc. | 66.8K | $6.2M | $489.3K | Added$354.5K |
| Compass Ion Advisors, LLC | 66K | $6.12M | $443.1K | Added$952.7K |
| FINANCIAL LIFE ADVISORS | 65.9K | $6.1M | $482.1K | Cut−$439.6K |
| Segment Wealth Management, LLC | 65K | $6.02M | $475.8K | Added$360.3K |
| Royal Harbor Partners, LLC | 64.1K | $5.94M | $469.4K | Added$148.4K |
| AMG National Trust Bank | 64.1K | $5.94M | $436.9K | Added$844.9K |
| FLAGSHIP HARBOR ADVISORS, LLC | 63.6K | $5.89M | $443.5K | Added$717.2K |
| Relyea Zuckerberg Hanson LLC | 63.4K | $5.88M | $405.7K | Added$1.14M |
| Upper Left Wealth Management, LLC | 63.2K | $5.86M | $462.6K | Cut−$477.7K |
| PENOBSCOT WEALTH MANAGEMENT | 62.7K | $5.81M | $400K | Added$1.15M |
| MONECO ADVISORS, LLC | 61.7K | $5.72M | $402.9K | Added$1.02M |
| Cedar Point Capital Partners, LLC | 61.1K | $5.66M | $447.2K | Cut−$467.9K |
| Wealthspire Advisors, LLC | 60.6K | $5.61M | $233K | Added$2.9M |
| BANK OF MONTREAL /CAN/ | 60K | $5.56M | $21.6K | Added$5.29M |
| KRAEMATON INVESTMENT ADVISORS, INC | 59.3K | $5.5M | $434.4K | Added$430K |
| Chatterton & Associates Inc. | 58.2K | $5.49M | $523.9K | Cut−$2.63M |
| Vestmark Advisory Solutions, Inc. | 58.8K | $5.45M | — | New |
| CFS Investment Advisory Services, LLC | 56.5K | $5.43M | $603.1K | Cut−$8.29M |
| JNBA Financial Advisors | 57.7K | $5.34M | $422.1K | Cut−$899.6K |
| Richard P Slaughter Associates Inc | 57.1K | $5.29M | $392.5K | Added$714.5K |
| Claro Advisors Inc. | 56.7K | $5.26M | — | New |
| Catalyst Capital Advisors LLC | 56.3K | $5.22M | $412.1K | Added$412.1K |
| Intesa Sanpaolo Wealth Management | 55.9K | $5.18M | $409.4K | Cut−$6.69M |
| OakTrust Wealth Advisors, LLC | 55.9K | $5.18M | $409K | Cut−$211K |
| Arcus Capital Partners, LLC | 55.6K | $5.15M | — | New |
| CI INVESTMENTS INC. | 55K | $5.1M | $402.8K | Added$402.8K |
| Baker Ellis Asset Management LLC | 54.7K | $5.07M | $400.1K | Cut−$65.1K |
| Forbes Financial Planning, Inc. | 53.7K | $4.98M | $367.9K | Added$680K |
| Patten Group, Inc. | 53.6K | $4.96M | $380.2K | Added$530.7K |
| BROWN BROTHERS HARRIMAN & CO | 53.3K | $4.94M | $390.3K | Added$390.3K |
| Churchill Financial Advisors, LLC | 53.3K | $4.94M | $358K | Added$765.2K |
| Prime Capital Investment Advisors, LLC | 53.1K | $4.92M | $388.9K | Added$59.1K |
| Apriem Advisors | 52.7K | $4.89M | — | New |
| Beckerman Institutional, LLC | 51.3K | $4.76M | $375.8K | Cut−$293.5K |
| SSI INVESTMENT MANAGEMENT LLC | 50.9K | $4.72M | — | New |
| CHOREO, LLC | 50.5K | $4.68M | $332.6K | Added$474K |
| Detalus Advisors, LLC | 50.5K | $4.68M | $369.4K | Cut−$3.17M |
| Sankala Group LLC | 52K | $4.66M | −$756.8K | Cut−$759.2K |
| Joseph Group Capital Management | 50K | $4.63M | $366K | Added$118.9K |
| Jacobi Capital Management LLC | 50K | $4.63M | $361.7K | Added$412.7K |
| Welch Group, LLC | 49.5K | $4.59M | $154K | Added$2.79M |
| American Trust | 49.5K | $4.58M | $362K | Added$121.2K |
| Apella Capital, LLC | 47.7K | $4.58M | $508.6K | Added$265.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 49.1K | $4.55M | $242.8K | Added$1.72M |
| Stonebridge Financial Group, LLC | 48.8K | $4.52M | $57.8K | Added$3.85M |
| NOMURA ASSET MANAGEMENT CO LTD | 48.5K | $4.5M | $355K | Added$227K |
| Marble Harbor Investment Counsel, LLC | 48.1K | $4.46M | $352.1K | Cut−$100.4K |
| Financial Enhancement Group LLC | 46.3K | $4.45M | $23.1K | Cut−$1.72M |
| Fortis Advisors, LLC | 46.8K | $4.33M | $341.9K | Cut−$1.27M |
| Hobbs Group Advisors, LLC | 46.5K | $4.31M | $340.8K | Cut−$437K |
Who left
- Diversify Advisory Services, LLC$44.5M
- Nearwater Capital Markets, Ltd$23.6M
- BANK OF NOVA SCOTIA$22.4M
- NewEdge Advisors, LLC$17M
- Peak Retirement Planning, Inc.$15.2M
- Plum Street Advisors, LLC$11.3M
- StoneX Group Inc.$10.7M
- Alliance Wealth Advisors, LLC /UT$7.45M
- MONEY CONCEPTS CAPITAL CORP$6.82M
- PALLADIEM, LLC$6.49M
- ALLIANCEBERNSTEIN L.P.$4.8M
- GeoWealth Management, LLC$4.64M
- Omnitrust Wealth Management, Inc$4.56M
- Headlands Technologies LLC$2.61M
- Wealth Management Nebraska$2.1M
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.