Vault-13

UNITED BANKSHARES INC WEST V UBSI

COM · Common Stock · CUSIP 909907107

American bank holding company based in West Virginia

450 institutional holders +30 vs Q1 2026
102,849,737102.8m shares reported held*
75.5% of all shares outstanding*
$4.7bnreported value*
62 new 157 added 124 reduced 31 sold out net bought ≈ $61.7m (+1.4m 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 ($12.3m this quarter). Holder counts are more reliable. Shares outstanding: 136.2m as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $45.84. Options: 6 managers hold calls ($4.6m notional), 4 hold puts ($1.7m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 314Q4 22: 327Q1 23: 311Q2 23: 298Q3 23: 309Q4 23: 310Q1 24: 316Q2 24: 305Q3 24: 336Q4 24: 347Q1 25: 379Q2 25: 366Q3 25: 371Q4 25: 395Q1 26: 420Q2 26: 450450Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022314
Q4 2022327
Q1 2023311
Q2 2023298
Q3 2023309
Q4 2023310
Q1 2024316
Q2 2024305
Q3 2024336
Q4 2024347
Q1 2025379
Q2 2025366
Q3 2025371
Q4 2025395
Q1 2026420
Q2 2026450

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 24: 154 bought or addedQ3 24: 123 cut or sold outQ4 24: 154 bought or addedQ4 24: 142 cut or sold outQ4 24Q1 25: 195 bought or addedQ1 25: 127 cut or sold outQ2 25: 186 bought or addedQ2 25: 156 cut or sold outQ2 25Q3 25: 159 bought or addedQ3 25: 155 cut or sold outQ4 25: 166 bought or addedQ4 25: 173 cut or sold outQ4 25Q1 26: 210 bought or addedQ1 26: 152 cut or sold outQ2 26: 219 bought or addedQ2 26: 155 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024154123
Q4 2024154142
Q1 2025195127
Q2 2025186156
Q3 2025159155
Q4 2025166173
Q1 2026210152
Q2 2026219155

Calls vs puts

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

CallsPuts
$0$2m$4m$6m$8mQ3 25 calls: $6.1mQ3 25 puts: $167.2kQ3 25P/C 0.03Q4 25 calls: $4.9mQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $5.9mQ1 26 puts: $190.5kQ1 26P/C 0.03Q2 26 calls: $4.6mQ2 26 puts: $1.7mQ2 26P/C 0.37
Numbers
QuarterCallsPutsP/C
Q3 2025$6.1m$167.2k0.03
Q4 2025$4.9m$00.00
Q1 2026$5.9m$190.5k0.03
Q2 2026$4.6m$1.7m0.37

Biggest buyers

STATE STREET CORP Added +666,714+666.7k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +355,236+355.2k
Arbejdsmarkedets Tillaegspension New +317,799+317.8k
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Added +307,037+307.0k
Fisher Asset Management, LLC Added +184,697+184.7k
GEODE CAPITAL MANAGEMENT, LLC Added +166,614+166.6k
VAN ECK ASSOCIATES CORP New +110,068+110.1k
D. E. Shaw & Co., Inc. Added +104,232+104.2k
TWO SIGMA INVESTMENTS, LP New +102,412+102.4k
TUDOR INVESTMENT CORP ET AL Added +96,372+96.4k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -217,931-217.9k
Invesco Ltd. Reduced -191,820-191.8k
VICTORY CAPITAL MANAGEMENT INC Reduced -172,781-172.8k
CITADEL ADVISORS LLC Reduced -166,281-166.3k
EARNEST PARTNERS LLC Reduced -163,854-163.9k
Nuveen, LLC Reduced -127,455-127.5k
MORGAN STANLEY Reduced -112,087-112.1k
SILVERCREST ASSET MANAGEMENT GROUP LLC Reduced -99,228-99.2k
VANGUARD CAPITAL MANAGEMENT LLC Reduced -98,070-98.1k
VOLORIDGE INVESTMENT MANAGEMENT, LLC Reduced -90,945-90.9k

Biggest calls

JANE STREET GROUP, LLC Reduced $1.6m34.7k shares
CITADEL ADVISORS LLC Reduced $1.2m27.2k shares
IMC-Chicago, LLC Reduced $627.9k13.7k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $504.1k11.0k shares
GROUP ONE TRADING LLC Unchanged $412.5k9.0k shares
SIMPLEX TRADING, LLC Reduced $192.5k4.2k shares

Biggest puts

CITADEL ADVISORS LLC New $1.2m27.1k shares
JANE STREET GROUP, LLC New $238.3k5.2k shares
SIMPLEX TRADING, LLC Added $201.7k4.4k shares
GROUP ONE TRADING LLC Unchanged $13.7k300 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
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 5.3% new 7.4m≈ $340.3m 2026-04-30
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 5.3% new 7.3m≈ $336.4m 2026-04-29

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)

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: 3 sellingQ1 25: 1 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 1 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 1 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—3$542.1k$200.0k
Q1 20251$91.0k0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20261$4.2k0——
Q2 20260—0——
Q3 20260—1$148.5k—
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-01 NESSELROAD MARK R Director · By Spouse Sold 3,200 $46.42 $148.5k3.2k shares -9%

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 BlackRock, Inc. 0.01% of their portfolio New York, NY 20,187,91120.2m $925.2m $925.2m 0.01% Added +21.4k +21,373
2 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 8,640,9318.6m $399.1m $399.1m 0.01% Added +666.7k +666,714
3 DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio AUSTIN, TX 7,691,3877.7m $352.5m $352.5m 0.06% Added +30.1k +30,056
4 VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio MALVERN, PA 7,280,9227.3m $333.7m $333.7m 0.02% Added +3.4k +3,384
5 VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio MALVERN, PA 6,246,8206.2m $286.3m $286.3m 0.01% Reduced -98.1k -98,070
6 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 4,108,7974.1m $188.3m $188.3m 0.01% Added +166.6k +166,614
7 EARNEST PARTNERS LLC 0.66% of their portfolio ATLANTA, GA 3,970,6494.0m $182.0m $182.0m 0.66% Reduced -163.9k -163,854
8 VICTORY CAPITAL MANAGEMENT INC 0.08% of their portfolio San Antonio, TX 2,947,1382.9m $135.1m $135.1m 0.08% Reduced -172.8k -172,781
9 AQR CAPITAL MANAGEMENT LLC 0.04% of their portfolio Greenwich, CT 2,289,5662.3m $104.4m $104.4m 0.04% Reduced -85.1k -85,123
10 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 1,707,9531.7m $78.3m $78.3m 0.01% Added +59.2k +59,177
11 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 1,666,7611.7m $76.4m $76.4m 0.01% Reduced -28.1k -28,069
12 NORGES BANK 0.01% of their portfolio OSLO, Q8 1,571,1311.6m $72.0m $72.0m 0.01% Not comparable
13 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 1,569,0631.6m $71.9m $71.9m 0.01% Reduced -766 -766
14 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.47% of their portfolio NEW YORK, NY 1,556,9441.6m $71.4m $71.4m 0.47% Reduced -99.2k -99,228
15 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,495,6801.5m $68.5m $68.5m 0.00% Reduced -112.1k -112,087
16 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,413,9631.4m $64.8m $64.8m 0.00% Reduced -217.9k -217,931
17 Fisher Asset Management, LLC 0.02% of their portfolio PLANO, TX 1,395,8281.4m $64.0m $64.0m 0.02% Added +184.7k +184,697
18 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,330,3141.3m $61.0m $61.0m 0.01% Reduced -31.9k -31,940
19 FULLER & THALER ASSET MANAGEMENT, INC. 0.16% of their portfolio SAN MATEO, CA 1,274,3401.3m $58.4m $58.4m 0.16% Reduced -53.3k -53,289
20 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.46% of their portfolio HOUSTON, TX 1,139,3771.1m $52.2m $52.2m 0.46% Added +307.0k +307,037
21 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio Paris, I0 982,827982.8k $45.0m $45.0m 0.05% Reduced -1.9k -1,863
22 VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio MALVERN, PA 915,916915.9k $42.0m $42.0m 0.01% Added +11.3k +11,281
23 ProShare Advisors LLC 0.05% of their portfolio BETHESDA, MD 775,548775.5k $35.5m $35.5m 0.05% Reduced -3.2k -3,166
24 Nuveen, LLC 0.01% of their portfolio CHARLOTTE, NC 775,089775.1k $35.5m $35.5m 0.01% Reduced -127.5k -127,455
25 UNITED BANK 3.83% of their portfolio VIENNA, VA 713,131713.1k $32.7m $32.7m 3.83% First filing
26 NEW YORK STATE COMMON RETIREMENT FUND 0.04% of their portfolio ALBANY, NY 651,485651.5k $29.9m $29.9m 0.04% Added +18.4k +18,367
27 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 582,136582.1k $26.7m $26.7m 0.00% Reduced -191.8k -191,820
28 FIRST TRUST ADVISORS LP 0.02% of their portfolio Wheaton, IL 571,327571.3k $26.2m $26.2m 0.02% Added +366 +366
29 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio BOSTON, MA 570,880570.9k $26.2m $26.2m 0.01% Added +355.2k +355,236
30 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 492,575492.6k $22.6m $22.6m 0.00% Added +64.8k +64,755
31 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 477,973478.0k $21.9m $21.9m 0.01% Reduced -166.3k -166,281
32 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 443,300443.3k $20.3m $20.3m 0.02% Added +11.9k +11,904
33 UBS Group AG 0.00% of their portfolio ZURICH, V8 416,834416.8k $19.1m $19.1m 0.00% Added +46.5k +46,532
34 SYSTEMATIC FINANCIAL MANAGEMENT LP 0.38% of their portfolio TEANECK, NJ 416,064416.1k $19.1m $19.1m 0.38% Reduced -15.9k -15,936
35 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 382,573382.6k $17.5m $17.5m 0.00% Reduced -27.6k -27,559
36 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 366,384366.4k $16.8m $16.8m 0.01% Added +20.5k +20,455
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 351,935351.9k $16.4m $16.4m 0.00% Reduced -16.1k -16,068
38 Arbejdsmarkedets Tillaegspension 0.32% of their portfolio HILLEROED, G7 317,799317.8k $14.6m $14.6m 0.32% New
39 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 313,607313.6k $14.4m $14.4m 0.01% Reduced -24 -24
40 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 297,241297.2k $13.6m $13.6m 0.01% Added +4.0k +3,988
41 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 282,427282.4k $11.7m $11.7m 0.00% Added +1.0k +1,029
42 Swiss National Bank 0.01% of their portfolio ZURICH, V8 280,363280.4k $12.8m $12.8m 0.01% Added +2.4k +2,400
43 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 280,295280.3k $12.8m $12.8m 0.00% Reduced -17.3k -17,295
44 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 259,447259.4k $11.9m $11.9m 0.00% Reduced -4.4k -4,448
45 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 0.46% of their portfolio NEW YORK, NY 233,034233.0k $10.7m $10.7m 0.46% Unchanged
46 FMR LLC 0.00% of their portfolio BOSTON, MA 231,417231.4k $10.6m $10.6m 0.00% Added +23.0k +22,993
47 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 227,037227.0k $10.4m $10.4m 0.01% Added +58.0k +57,968
48 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 224,790224.8k $10.3m $10.3m 0.00% Reduced -4.6k -4,622
49 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 217,118217.1k $10.0m $10.0m 0.00% Reduced -34 -34
50 Legal & General Group Plc 0.00% of their portfolio London, X0 191,834191.8k $8.8m $8.8m 0.00% Added +2.0k +2,029
51 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 190,478190.5k $8.7m $8.7m 0.00% Added +26.3k +26,289
52 NTV Asset Management LLC 0.77% of their portfolio Charleston, WV 172,525172.5k $7.9m $7.9m 0.77% Unchanged
53 TUDOR INVESTMENT CORP ET AL 0.03% of their portfolio STAMFORD, CT 170,195170.2k $7.8m $7.8m 0.03% Added +96.4k +96,372
54 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 168,679168.7k $7.7m $7.7m 0.00% Added +56.8k +56,810
55 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio CAUSEWAY BAY, K3 162,655162.7k $7.5m $7.5m 0.01% Added +656 +656
56 OLD NATIONAL BANCORP /IN/ 0.15% of their portfolio EVANSVILLE, IN 162,535162.5k $7.4m $7.4m 0.15% Added +15.6k +15,611
57 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 161,335161.3k $7.4m $7.4m 0.01% Added +5.7k +5,692
58 SEGALL BRYANT & HAMILL, LLC 0.08% of their portfolio CHICAGO, IL 147,172147.2k $6.7m $6.7m 0.08% Added +658 +658
59 VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio London, EC4N 8AF, X0 147,071147.1k $6.7m $6.7m 0.00% Added +9.8k +9,767
60 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 146,119146.1k $6.7m $6.7m 0.00% Reduced -85.0k -84,986
61 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 145,917145.9k $6.7m $6.7m 0.01% Added +76.3k +76,252
62 MetLife Investment Management, LLC 0.03% of their portfolio Whippany, NJ 145,460145.5k $6.7m $6.7m 0.03% Added +2.7k +2,655
63 Retirement Systems of Alabama 0.02% of their portfolio MONTGOMERY, AL 142,188142.2k $6.5m $6.5m 0.02% Reduced -28.9k -28,895
64 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio ALBANY, NY 140,034140.0k $6.4m $6.4m 0.01% Added +13.2k +13,234
65 Moody Aldrich Partners LLC 1.14% of their portfolio MARBLEHEAD, MA 138,493138.5k $6.3m $6.3m 1.14% Added +29.9k +29,875
66 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 128,183128.2k $5.9m $5.9m 0.00% Reduced -4.0k -3,999
67 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 128,009128.0k $5.9m $5.9m 0.00% Added +104.2k +104,232
68 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio JUPITER, FL 126,573126.6k $5.8m $5.8m 0.02% Reduced -90.9k -90,945
69 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 125,246125.2k $5.7m $5.7m 0.01% Added +63.7k +63,681
70 OPPENHEIMER ASSET MANAGEMENT INC. 0.05% of their portfolio NEW YORK, NY 112,441112.4k $5.2m $5.2m 0.05% Reduced -1.5k -1,490
71 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 110,068110.1k $5.0m $5.0m 0.00% New
72 1834 INVESTMENT ADVISORS CO 0.56% of their portfolio Milwaukee, WI 108,564108.6k $5.0m $5.0m 0.56% Reduced -3.3k -3,330
73 Wealthspire Advisors, LLC 0.03% of their portfolio NEW YORK, NY 102,945102.9k $4.7m $4.7m 0.03% Reduced -1.1k -1,108
74 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 102,412102.4k $4.7m $4.7m 0.00% New
75 WESBANCO BANK INC 0.11% of their portfolio WHEELING, WV 100,230100.2k $4.6m $4.6m 0.11% Reduced -1.1k -1,129
76 MALTESE CAPITAL MANAGEMENT LLC 0.84% of their portfolio New York, NY 100,000100.0k $4.6m $4.6m 0.84% Reduced -10.0k -10,000
77 GUGGENHEIM CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 99,59999.6k $4.6m $4.6m 0.03% Added +9.3k +9,341
78 Holocene Advisors, LP 0.01% of their portfolio New York, NY 99,49699.5k $4.6m $4.6m 0.01% Reduced -6.2k -6,171
79 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 98,17398.2k $4.5m $4.5m 0.00% Added +1.4k +1,380
80 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 96,60996.6k $4.4m $4.4m 0.00% Reduced -24.8k -24,767
81 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 87,24187.2k $4.0m $4.0m 0.00% Added +40.7k +40,698
82 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 86,81786.8k $4.0m $4.0m 0.02% Added +1.2k +1,177
83 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 86,30186.3k $4.0m $4.0m 0.01% Reduced -461 -461
84 AXXCESS WEALTH MANAGEMENT, LLC 0.06% of their portfolio CARLSBAD, CA 83,60883.6k $3.8m $3.8m 0.06% New
85 Graham Capital Management, L.P. 0.10% of their portfolio ROWAYTON, CT 81,30981.3k $3.7m $3.7m 0.10% Added +10.7k +10,732
86 XTX Topco Ltd 0.05% of their portfolio LONDON, X0 80,92380.9k $3.7m $3.7m 0.05% Added +46.7k +46,725
87 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 80,77180.8k $3.7m $3.7m 0.00% Added +66.3k +66,335
88 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 79,93979.9k $3.7m $3.7m 0.00% Added +41.1k +41,077
89 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 78,63278.6k $3.6m $3.6m 0.01% Added +1.6k +1,594
90 Rafferty Asset Management, LLC 0.01% of their portfolio New York, NY 77,89477.9k $3.6m $3.6m 0.01% Reduced -13.4k -13,378
91 Phocas Financial Corp. 0.49% of their portfolio ALAMEDA, CA 76,32776.3k $3.5m $3.5m 0.49% New
92 Nicholson Wealth Management Group, LLC 2.07% of their portfolio CHARLESTOWN, SC 76,24576.2k $3.5m $3.5m 2.07% Unchanged
93 Point72 Asset Management, L.P. 0.01% of their portfolio STAMFORD, CT 76,14576.1k $3.5m $3.5m 0.01% New
94 Dana Investment Advisors, Inc. 0.09% of their portfolio BROOKFIELD, WI 73,85673.9k $3.4m $3.4m 0.09% Reduced -1.2k -1,226
95 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 73,77273.8k $3.4m $3.4m 0.00% Reduced -38.4k -38,389
96 Waldron Private Wealth LLC 0.12% of their portfolio BRIDGEVILLE, PA 72,39972.4k $3.3m $3.3m 0.12% Unchanged
97 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 71,78771.8k $3.3m $3.3m 0.00% Added +854 +854
98 Arkadios Wealth Advisors 0.05% of their portfolio ATLANTA, GA 71,40471.4k $3.3m $3.3m 0.05% Reduced -10.1k -10,095
99 Sterling Capital Management LLC 0.06% of their portfolio CHARLOTTE, NC 70,78970.8k $3.2m $3.2m 0.06% Added +5.3k +5,333
100 BROWN ADVISORY INC 0.01% of their portfolio BALTIMORE, MD 70,76570.8k $3.2m $3.2m 0.01% Reduced -8.6k -8,641