Stock
Reported value
$759.7M
Holders
87
+11 new · −4 exited
Holders’ est. mark
$9.51M
Price effect on 76 books still in the name
Largest holder
$164.1M
ALLIANCEBERNSTEIN L.P.
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 |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 4.57M | $164.1M | −$1 | Cut−$2.78M |
| ROYAL BANK OF CANADA | 1.5M | $53.1M | −$599.3K | Added$629K |
| UBS Group AG | 1.49M | $52.9M | −$610.1K | Cut−$26.1M |
| BANK OF AMERICA CORP /DE/ | 1.48M | $52.6M | −$448.8K | Added$13.2M |
| MORGAN STANLEY | 1.46M | $51.8M | −$540.6K | Added$4.45M |
| LPL Financial LLC | 1.31M | $46.4M | −$478.2K | Added$4.46M |
| Arkadios Wealth Advisors | 1.3M | $46.2M | −$29.6K | Added$43.6M |
| Wagner Wealth Management, LLC | 1.24M | $44M | −$462K | Added$3.49M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 728.9K | $25.9M | −$14.6K | Added$24.6M |
| NewEdge Advisors, LLC | 264.4K | $24.1M | $14.6M | Cut−$2.55M |
| RAYMOND JAMES FINANCIAL INC | 576.9K | $20.5M | −$236.5K | Cut−$2.33M |
| OSAIC HOLDINGS, INC. | 530.2K | $18.8M | −$218.6K | Cut−$3.04M |
| Solano Wealth Investment Advisors LLC | 419.3K | $14.9M | −$158.2K | Added$1.03M |
| Huntleigh Advisors, Inc. | 372.6K | $13.2M | −$145.2K | Added$514.5K |
| GREAT VALLEY ADVISOR GROUP, INC. | 320.8K | $11.4M | −$123.8K | Added$542.8K |
| OPPENHEIMER ASSET MANAGEMENT INC. | 290.7K | $10.3M | −$119.1K | Cut−$107.8K |
| Cerity Partners LLC | 276.3K | $9.81M | — | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 267.5K | $9.47M | −$152.5K | Cut−$1.47M |
| Next Level Private LLC | 238.8K | $8.48M | −$19K | Added$6.82M |
| COMMONWEALTH EQUITY SERVICES, LLC | 226.1K | $8.03M | −$83.3K | Added$738K |
| FOCUSED ALPHA, LLC | 158.6K | $5.63M | −$65K | Cut−$65K |
| TRUIST FINANCIAL CORP | 142.8K | $5.07M | −$58.6K | Cut−$103.7K |
| STIFEL FINANCIAL CORP | 142.6K | $5.07M | −$42.8K | Added$1.32M |
| MGO ONE SEVEN LLC | 142.3K | $5.06M | −$58.3K | Cut−$137.5K |
| ENVESTNET ASSET MANAGEMENT INC | 121.4K | $4.31M | −$49.8K | Cut−$66.1K |
| JANE STREET GROUP, LLC | 116.9K | $4.15M | −$47.9K | Cut−$3.15M |
| RMR Capital Management, LLC | 113.2K | $4.02M | −$46.4K | Cut−$293.8K |
| Stonebridge Financial Group, LLC / MO | 100.3K | $3.56M | −$41.2K | Cut−$225.5K |
| KPP Advisory Services LLC | 91.1K | $3.24M | −$37.4K | Cut−$344.1K |
| Cetera Investment Advisers | 76.7K | $2.72M | −$31.2K | Cut−$14.5K |
| Private Advisor Group, LLC | 72.4K | $2.57M | −$29.7K | Cut−$4.63M |
| Citadel | 65.2K | $2.31M | −$4.81K | Added$1.89M |
| Rockefeller Capital Management L.P. | 53.6K | $1.91M | −$21K | Added$66.5K |
| Capital Investment Advisory Services, LLC | 49.4K | $1.75M | −$20.2K | Cut−$87.7K |
| Stratos Wealth Partners, LTD. | 45.6K | $1.62M | −$18.7K | Cut−$83.8K |
| FIFTH THIRD BANCORP | 44.9K | $1.6M | — | New |
| EverSource Wealth Advisors, LLC | 44K | $1.56M | −$18K | Cut−$86.1K |
| MAGNOLIA CAPITAL ADVISORS LLC | 39.1K | $1.39M | −$16K | Cut−$265.8K |
| Farther Finance Advisors, LLC | 37.1K | $1.31M | −$19.8K | Added$20K |
| Kestra Advisory Services, LLC | 34K | $1.21M | −$13.9K | Cut−$11.4K |
| Advisory Services Network, LLC | 31.3K | $1.11M | — | New |
| FLAGSHIP HARBOR ADVISORS, LLC | 29.2K | $1.04M | −$12K | Cut−$82.9K |
| Integrated Wealth Concepts LLC | 23.5K | $833.5K | — | New |
| TME FINANCIAL, INC. | 22.1K | $786.2K | −$9.08K | Cut−$24K |
| AMERIPRISE FINANCIAL INC | 20.4K | $723.4K | −$8.35K | Cut−$3.62M |
| MML INVESTORS SERVICES, LLC | 19.4K | $688.1K | −$7.84K | Added$2.25K |
| Quantum Private Wealth, LLC | 18.4K | $652.4K | −$7.53K | Cut−$7.53K |
| Independent Advisor Alliance | 18K | $639.4K | — | New |
| PANORAMIC INVESTMENT ADVISORS, LLC | 15.9K | $566.5K | −$5.87K | Added$52.6K |
| PMG Wealth Management, Inc. | 15.5K | $547.7K | −$9.19K | Cut−$66.7K |
| KENNEDY INVESTMENT GROUP | 15.3K | $544.8K | −$5K | Added$106.7K |
| ALTERNA WEALTH MANAGEMENT, INC | 14.1K | $502.6K | −$5.8K | Cut−$5.8K |
| D.A. DAVIDSON & CO. | 13.9K | $492K | −$5.68K | Cut−$5.68K |
| WELLS FARGO & COMPANY/MN | 13.2K | $469.1K | −$5.42K | Cut−$318.3K |
| Kingsview Wealth Management, LLC | 12.1K | $430K | −$4.96K | Cut−$4.96K |
| Ameritas Advisory Services, LLC | 8.92K | $316.8K | −$3.65K | Cut−$3.37K |
| First Heartland Consultants, Inc. | 8.92K | $316.8K | −$3.64K | Cut−$3.43K |
| Cornerstone Wealth Management, LLC | 8.55K | $303.7K | −$3.48K | Cut−$1.78K |
| Encompass More Asset Management | 8.04K | $285.4K | — | New |
| N.E.W. Advisory Services LLC | 7.63K | $270.9K | −$3.12K | Cut−$1.8K |
| PNC Financial Services Group, Inc. | 7.51K | $266.9K | −$3.08K | Cut−$1.03M |
| Centerpoint Advisory Group | 6.57K | $233.4K | −$2.61K | Added$4.49K |
| INSIGNEO ADVISORY SERVICES, LLC | 6.46K | $229.5K | −$2.65K | Cut−$2.65K |
| SkyOak Wealth, LLC | 6.4K | $227.3K | −$2.62K | Cut−$2.62K |
| CAPTRUST FINANCIAL ADVISORS | 5.93K | $210.6K | −$2.45K | Cut−$5.08K |
| World Investment Advisors | 5.64K | $200.3K | −$2.31K | Cut−$2.71K |
| WPG Advisers, LLC | 5.21K | $185.1K | −$2.14K | Cut−$2.14K |
| Colonial Trust Advisors | 3.1K | $110.1K | −$1.27K | Cut−$1.27K |
| MAI Capital Management | 2.92K | $103.7K | −$1.18K | Added$599 |
| CWM, LLC | 2.7K | $95.9K | $95.8K | Added$95.7K |
| Activest Wealth Management | 1.57K | $55.8K | −$644 | Cut−$644 |
| CoreCap Advisors, LLC | 1.47K | $52.4K | −$568 | Cut−$604 |
| Westside Investment Management, Inc. | 1.16K | $41.3K | −$478 | Cut−$478 |
| Parallel Advisors, LLC | 1.12K | $39.6K | −$464 | Added$140 |
| Allworth Financial LP | 838 | $29.8K | — | New |
| Western Wealth Management, LLC | 699 | $24.8K | — | New |
| PRIVATE TRUST CO NA | 575 | $20.4K | −$236 | Cut−$134.6K |
| HARBOUR INVESTMENTS, INC. | 305 | $10.8K | −$125 | Cut−$3.97K |
| AE Wealth Management LLC | 269 | $9.55K | — | New |
| JONES FINANCIAL COMPANIES LLLP | 196 | $6.89K | — | New |
| Signature Equity Partners, LLC | 100 | $3.55K | −$41 | Cut−$41 |
| ASSETMARK, INC | 38 | $1.35K | — | New |
| WEDBUSH SECURITIES INC | 33.5K | $1.19K | −$12 | Added$70 |
| Cambridge Investment Research Advisors, Inc. | 23.6K | $839 | −$10 | Added$8 |
| Fidelity | 14 | $502 | −$6 | Cut−$6 |
| US BANCORP \DE\ | 6 | $213 | −$3 | Cut−$3 |
| HAZLETT, BURT & WATSON, INC. | 889 | $31 | $0 | Held |
Who left
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.