Vault-13

ALLIANCEBERNSTEIN HLDG L P AB

UNIT LTD PARTN · MLP · CUSIP 01881G106

289 institutional holders +5 vs Q1 2026
12,027,71612.0m shares reported held*
$424.0mreported value*
32 new 95 added 71 reduced 23 sold out net bought ≈ $1.2m (+33.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $35.26. Options: 9 managers hold calls ($20.3m notional), 7 hold puts ($20.8m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 266Q4 22: 261Q1 23: 256Q2 23: 238Q3 23: 231Q4 23: 232Q1 24: 240Q2 24: 248Q3 24: 258Q4 24: 291Q1 25: 293Q2 25: 277Q3 25: 274Q4 25: 284Q1 26: 284Q2 26: 289289Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022266
Q4 2022261
Q1 2023256
Q2 2023238
Q3 2023231
Q4 2023232
Q1 2024240
Q2 2024248
Q3 2024258
Q4 2024291
Q1 2025293
Q2 2025277
Q3 2025274
Q4 2025284
Q1 2026284
Q2 2026289

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 106 bought or addedQ3 24: 83 cut or sold outQ4 24: 144 bought or addedQ4 24: 65 cut or sold outQ4 24Q1 25: 125 bought or addedQ1 25: 108 cut or sold outQ2 25: 99 bought or addedQ2 25: 121 cut or sold outQ2 25Q3 25: 113 bought or addedQ3 25: 82 cut or sold outQ4 25: 104 bought or addedQ4 25: 101 cut or sold outQ4 25Q1 26: 131 bought or addedQ1 26: 89 cut or sold outQ2 26: 127 bought or addedQ2 26: 94 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202410683
Q4 202414465
Q1 2025125108
Q2 202599121
Q3 202511382
Q4 2025104101
Q1 202613189
Q2 202612794

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30mQ3 25 calls: $14.4mQ3 25 puts: $5.0mQ3 25P/C 0.34Q4 25 calls: $18.5mQ4 25 puts: $4.8mQ4 25P/C 0.26Q1 26 calls: $25.6mQ1 26 puts: $24.7mQ1 26P/C 0.97Q2 26 calls: $20.3mQ2 26 puts: $20.8mQ2 26P/C 1.02
Numbers
QuarterCallsPutsP/C
Q3 2025$14.4m$5.0m0.34
Q4 2025$18.5m$4.8m0.26
Q1 2026$25.6m$24.7m0.97
Q2 2026$20.3m$20.8m1.02

Biggest buyers

Pathstone Holdings, LLC New +377,897+377.9k
MORGAN STANLEY Added +322,961+323.0k
Janney Montgomery Scott LLC New +257,639+257.6k
UBS Group AG Added +136,925+136.9k
HRT FINANCIAL LP Added +92,078+92.1k
WELLS FARGO & COMPANY/MN Added +70,420+70.4k
MANUFACTURERS LIFE INSURANCE COMPANY, THE New +54,166+54.2k
Cambridge Investment Research Advisors, Inc. Added +53,345+53.3k
SHARPEPOINT LLC New +52,385+52.4k
Lido Advisors, LLC Added +48,251+48.3k

Biggest sellers

FMR LLC Sold out -1,078,857-1.1m
NEUBERGER BERMAN GROUP LLC Reduced -282,455-282.5k
JANE STREET GROUP, LLC Reduced -68,633-68.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -65,951-66.0k
BANK OF AMERICA CORP /DE/ Reduced -39,490-39.5k
PEAK6 LLC Reduced -30,685-30.7k
HIGHLAND CAPITAL MANAGEMENT, LLC Reduced -27,672-27.7k
First National Trust Co Sold out -26,824-26.8k
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Reduced -21,759-21.8k
Kestra Advisory Services, LLC Reduced -21,711-21.7k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $9.2m262.2k shares
SIMPLEX TRADING, LLC Reduced $3.9m110.9k shares
CITADEL ADVISORS LLC Reduced $2.2m63.8k shares
Caption Management, LLC Unchanged $1.8m50.0k shares
IMC-Chicago, LLC Reduced $1.3m38.2k shares
JANE STREET GROUP, LLC Added $841.8k23.9k shares
GROUP ONE TRADING LLC Added $612.8k17.4k shares
SIG BROKERAGE, LP Unchanged $352.2k10.0k shares
ZAZOVE ASSOCIATES LLC Reduced $35.5k49.0k shares

Biggest puts

PEAK6 LLC Unchanged $14.1m400.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $2.1m61.0k shares
CITADEL ADVISORS LLC Added $1.6m46.0k shares
JANE STREET GROUP, LLC Added $1.4m41.0k shares
IMC-Chicago, LLC Reduced $1.1m31.8k shares
GROUP ONE TRADING LLC Added $193.7k5.5k shares
SIMPLEX TRADING, LLC Reduced $140.9k4.0k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Equitable Holdings, Inc. 13D · may seek influence filed 2024-12-20
Stated purposeItem 4 of the Schedule 13D is hereby amended by inserting the following paragraph at the end thereof: On December 19, 2024, AllianceBernstein L.P ("AB") entered into an agreement providing for, and consummated, the sale by AB of 4,215,140 AB Units to EQH for a cash purchase price per AB Units of $35.59. Also, on December 19, 2024, AB entered into a Master Exchange Agreement ("Exchange Agreement") providing for the issuance by AB of up to 10,000,000 AB Units to EQH and any of its wholly-owned subsidiaries in exchange for an equal number of units ("AB Holding Units") representing assignments of beneficial ownership of limited partnership interests in AB Holding owned by EQH and such subsidiary, such exchanges to occur from time to time over the next two years. Each AB Holding Unit so excha… Full filing
60.9% 179.5m≈ $6.3bn 2024-12-20

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 3 sellingQ3 25: 0 buyingQ3 25: 1 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 1 sellingQ1 26Q2 26: 0 buyingQ2 26: 1 sellingQ3 26: 0 buyingQ3 26: 1 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—3$649.0k—
Q3 20250—1$1.3m$1.3m
Q4 20250—0——
Q1 20260—1$1.1m$1.1m
Q2 20260—1$1.1m—
Q3 20260—1$185.8k—
DateInsiderTradeSharesPrice ValueTheir holding
2026-08-04 Stonehill Charles G.T. Director · AB Holding Units Sold 5,000 $37.17 $185.8k5.0k shares -17%
2026-04-30 BERNSTEIN SETH P CEO, director · AB Holding Units Sold 29,000 $39.54 $1.1m29.0k shares -12%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,002,7151.0m $35.3m $35.3m 0.00% Added +323.0k +322,961
2 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 944,884944.9k $33.3m $33.3m 0.01% Reduced -16.7k -16,698
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 728,519728.5k $25.7m $25.7m 0.00% Reduced -39.5k -39,490
4 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 565,889565.9k $19.9m $19.9m 0.00% Added +70.4k +70,420
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 552,670552.7k $19.5m $19.5m 0.00% Added +36.3k +36,253
6 UBS Group AG 0.00% of their portfolio ZURICH, V8 462,081462.1k $16.3m $16.3m 0.00% Added +136.9k +136,925
7 Cresset Asset Management, LLC 0.05% of their portfolio Chicago, IL 378,183378.2k $13.3m $13.3m 0.05% Unchanged
8 Pathstone Holdings, LLC 0.04% of their portfolio ENGLEWOOD, NJ 377,897377.9k $13.3m $13.3m 0.04% New
9 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 337,462337.5k $11.9m $11.9m 0.00% Added +1.4k +1,402
10 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 270,777270.8k $9.5m $9.5m 0.01% Added +5.4k +5,410
11 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 257,639257.6k $9.1m $9.1m 0.02% New
12 HORIZON KINETICS ASSET MANAGEMENT LLC 0.10% of their portfolio NEW YORK, NY 248,496248.5k $8.8m $8.8m 0.10% Added +31.0k +31,049
13 Crestwood Advisors Group, LLC 0.11% of their portfolio BOSTON, MA 214,633214.6k $7.6m $7.6m 0.11% Reduced -3.6k -3,650
14 HRT FINANCIAL LP 0.02% of their portfolio NEW YORK, NY 210,857210.9k $7.4m $7.4m 0.02% Added +92.1k +92,078
15 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 207,995208.0k $7.3m $7.3m 0.00% Reduced -6.9k -6,925
16 Four Tree Island Advisory LLC 2.41% of their portfolio PORTSMOUTH, NH 207,571207.6k $7.3m $7.3m 2.41% Unchanged
17 D.A. DAVIDSON & CO. 0.03% of their portfolio GREAT FALLS, MT 160,032160.0k $5.6m $5.6m 0.03% Reduced -1.7k -1,675
18 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 158,141158.1k $5.6m $5.6m 0.01% Added +11.0k +11,035
19 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 147,737147.7k $5.2m $5.2m 0.00% Reduced -9.0k -8,958
20 Moody Aldrich Partners LLC 0.87% of their portfolio MARBLEHEAD, MA 137,341137.3k $4.8m $4.8m 0.87% Unchanged
21 HUB Investment Partners, LLC 0.08% of their portfolio AUSTIN, TX 126,286126.3k $4.4m $4.4m 0.08% Reduced -1.1k -1,089
22 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 125,620125.6k $4.7m $4.7m 0.01% Reduced -570 -570
23 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 111,180111.2k $3.9m $3.9m 0.00% Added +53.3k +53,345
24 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 111,136111.1k $3.9m $3.9m 0.00% Reduced -4.0k -3,990
25 Jump Financial, LLC 0.03% of their portfolio Chicago, IL 105,308105.3k $3.7m $3.7m 0.03% Added +48.2k +48,237
26 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 96,13796.1k $3.4m $3.4m 0.00% Reduced -68.6k -68,633
27 CHELSEA COUNSEL CO 1.42% of their portfolio Woodland Hills, CA 95,18095.2k $3.4m $3.4m 1.42% Reduced -100 -100
28 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.05% of their portfolio BALA CYNWYD, PA 81,47981.5k $2.9m $2.9m 0.05% Reduced -21.8k -21,759
29 Williams Jones Wealth Management, LLC. 0.03% of their portfolio NEW YORK, NY 79,10079.1k $2.8m $2.8m 0.03% Added +350 +350
30 B. Riley Wealth Advisors, Inc. 0.14% of their portfolio MEMPHIS, TN 75,57775.6k $2.7m $2.7m 0.14% Added +2.1k +2,102
31 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 75,13075.1k $2.6m $2.6m 0.00% Added +11.4k +11,400
32 NATIXIS 0.01% of their portfolio PARIS, I0 75,10075.1k $2.6m $2.6m 0.01% Unchanged
33 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 70,26170.3k $2.5m $2.5m 0.00% Reduced -282.5k -282,455
34 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 66,43466.4k $2.3m $2.3m 0.01% Added +48.3k +48,251
35 Disciplined Equity Management, Inc. 1.00% of their portfolio NEPTUNE BEACH, FL 64,28364.3k $2.3m $2.3m 1.00% Added +1.5k +1,470
36 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 61,16461.2k $2.2m $2.2m 0.00% Reduced -7.4k -7,387
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 60,42660.4k $2.1m $2.1m 0.00% Reduced -5.8k -5,827
38 GABELLI FUNDS LLC 0.01% of their portfolio Rye, NY 60,00060.0k $2.1m $2.1m 0.01% Unchanged
39 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 57,17157.2k $2.0m $2.0m 0.00% Added +9.2k +9,197
40 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 56,01956.0k $2.0m $2.0m 0.00% Added +11.7k +11,676
41 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 54,16654.2k $1.9m $1.9m 0.00% New
42 PEAK6 LLC 0.05% of their portfolio AUSTIN, TX 53,99154.0k $1.9m $1.9m 0.05% Reduced -30.7k -30,685
43 Aristides Capital LLC 0.47% of their portfolio LOUISVILLE, KY 52,74652.7k $1.9m $1.9m 0.47% Added +3.9k +3,940
44 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 52,50052.5k $1.8m $1.8m 0.01% Reduced -21.7k -21,711
45 SHARPEPOINT LLC 0.92% of their portfolio PHOENIX, AZ 52,38552.4k $1.8m $1.8m 0.92% New
46 Moors & Cabot, Inc. 0.07% of their portfolio BOSTON, MA 51,70651.7k $1.8m $1.8m 0.07% Reduced -1.5k -1,528
47 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 48,18848.2k $1.7m $1.7m 0.00% Reduced -2.4k -2,418
48 Knott David M Jr 0.89% of their portfolio SYOSSET, NY 48,00048.0k $1.7m $1.7m 0.89% Unchanged
49 Mariner, LLC 0.00% of their portfolio Overland Park, KS 45,43945.4k $1.6m $1.6m 0.00% Reduced -8.0k -7,993
50 CACTI ASSET MANAGEMENT LLC 0.08% of their portfolio ATLANTA, GA 44,85044.9k $1.6m $1.6m 0.08% Unchanged
51 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 44,52244.5k $1.6m $1.6m 0.01% Reduced -400 -400
52 SIT INVESTMENT ASSOCIATES INC 0.03% of their portfolio Minneapolis, MN 40,20040.2k $1.4m $1.4m 0.03% Unchanged
53 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 40,07440.1k $1.4m $1.4m 0.00% Added +553 +553
54 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 39,06039.1k $1.4m $1.4m 0.00% Added +15.5k +15,455
55 MidFirst Bank 0.10% of their portfolio DENVER, CO 38,75038.8k $1.4m $1.4m 0.10% Unchanged
56 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 38,70638.7k $1.4m $1.4m 0.00% Reduced -2.2k -2,185
57 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 38,33938.3k $1.4m $1.4m 0.00% Added +1.8k +1,839
58 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 37,13437.1k $1.3m $1.3m 0.01% Reduced -1.3k -1,303
59 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 36,15836.2k $1.3m $1.3m 0.02% Reduced -6.3k -6,349
60 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 36,09936.1k $1.3m $1.3m 0.00% Reduced -3.9k -3,893
61 KINGSWOOD WEALTH ADVISORS, LLC 0.05% of their portfolio SAN DIEGO, CA 35,11035.1k $1.2m $1.2m 0.05% New
62 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 34,14934.1k $1.2m $1.2m 0.01% Added +4.5k +4,508
63 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 33,23033.2k $1.2m $1.2m 0.00% Added +2.5k +2,455
64 Tidal Investments LLC 0.00% of their portfolio Milwaukee, WI 31,73531.7k $1.1m $1.1m 0.00% Reduced -426 -426
65 CHILTON CAPITAL MANAGEMENT LLC 0.04% of their portfolio HOUSTON, TX 31,47631.5k $1.1m $1.1m 0.04% Unchanged
66 Clare Market Investments LLC 0.20% of their portfolio DALLAS, TX 31,25031.2k $1.1m $1.1m 0.20% Added +11.2k +11,250
67 RBF Capital, LLC 0.04% of their portfolio RENO, NV 30,00030.0k $1.1m $1.1m 0.04% Unchanged
68 GAMCO INVESTORS, INC. ET AL 0.01% of their portfolio GREENWICH, CT 29,19829.2k $1.0m $1.0m 0.01% Reduced -2.5k -2,500
69 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 29,08229.1k $1.0m $1.0m 0.01% Reduced -2.1k -2,062
70 Nicholas Wealth, LLC. 0.55% of their portfolio MARIETTA, GA 28,38928.4k $999.9k $999.9k 0.55% Added +569 +569
71 Belpointe Asset Management LLC 0.03% of their portfolio RENO, NV 28,33028.3k $997.8k $997.8k 0.03% Added +2.4k +2,403
72 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 28,10528.1k $989.8k $989.8k 0.00% Added +1.9k +1,850
73 Blue Fin Capital, Inc. 0.14% of their portfolio Warren, RI 26,71826.7k $941.0k $941.0k 0.14% Added +1 +1
74 Lifetime Wealth Management P.C. 0.54% of their portfolio ROCKWALL, TX 26,05026.1k $917.5k $917.5k 0.54% Reduced -400 -400
75 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 24,90824.9k $877.3k $877.3k 0.01% New
76 MISSION WEALTH MANAGEMENT, LP 0.01% of their portfolio Santa Barbara, CA 24,06224.1k $847.5k $847.5k 0.01% Reduced -103 -103
77 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 23,08623.1k $813.1k $813.1k 0.01% Reduced -1.4k -1,442
78 PFG Investments, LLC 0.03% of their portfolio WOODBURY, NY 22,72822.7k $800.5k $800.5k 0.03% Added +1.9k +1,939
79 Virtu Financial LLC 0.03% of their portfolio New York, NY 22,72122.7k $800.0k $800.0k 0.03% New
80 IMC-Chicago, LLC 0.01% of their portfolio CHICAGO, IL 22,58622.6k $795.5k $795.5k 0.01% Added +5.7k +5,658
81 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 21,63321.6k $761.9k $761.9k 0.02% New
82 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 20,29320.3k $714.7k $714.7k 0.00% Added +829 +829
83 Jefferies Financial Group Inc. 0.01% of their portfolio NEW YORK, NY 20,00020.0k $704.4k $704.4k 0.01% Unchanged
84 Kovack Advisors, Inc. 0.03% of their portfolio FT. LAUDERDALE, FL 19,97520.0k $704.9k $704.9k 0.03% Unchanged
85 OAK ASSOCIATES LTD /OH/ 0.04% of their portfolio AKRON, OH 19,71219.7k $694.3k $694.3k 0.04% Unchanged
86 ZAZOVE ASSOCIATES LLC 0.06% of their portfolio INCLINE VILLAGE, NV 19,30019.3k $679.7k $679.7k 0.06% Added +1.0k +1,000
87 VIRTUS ADVISERS, LLC 0.25% of their portfolio HARTFORD, CT 18,66118.7k $657.2k $657.2k 0.25% Reduced -3.1k -3,127
88 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 18,61818.6k $655.7k $655.7k 0.00% Added +43 +43
89 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 18,29218.3k $644.2k $644.2k 0.00% Added +1.2k +1,211
90 BALDWIN WEALTH PARTNERS LLC/MA 0.04% of their portfolio Marion, MA 17,52517.5k $617.2k $617.2k 0.04% Added +3.0k +3,000
91 JBR Co Financial Management Inc 0.22% of their portfolio ARDMORE, OK 17,30817.3k $609.6k $609.6k 0.22% Added +907 +907
92 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 17,20017.2k $605.8k $605.8k 0.01% Reduced -325 -325
93 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 17,02117.0k $599.5k $599.5k 0.01% Added +30 +30
94 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 16,97117.0k $597.7k $597.7k 0.01% Added +395 +395
95 Formidable Asset Management, LLC 0.09% of their portfolio CINCINNATI, OH 15,90815.9k $595.6k $595.6k 0.09% Reduced -2.1k -2,098
96 10Elms LLP 0.23% of their portfolio TULSA, OK 15,55315.6k $547.8k $547.8k 0.23% Added +93 +93
97 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 15,50715.5k $556.1k $556.1k 0.00% Added +1.8k +1,777
98 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 15,50715.5k $546.2k $546.2k 0.00% New
99 RESOURCES MANAGEMENT CORP /CT/ /ADV 0.07% of their portfolio WEST HARTFORD, CT 15,47515.5k $545.0k $545.0k 0.07% Reduced -75 -75
100 Wealth Preservation Advisors, LLC 0.30% of their portfolio CHATTANOOGA, TN 15,06115.1k $530.4k $530.4k 0.30% New