Stock
Reported value
$136.9M
Holders
21
+1 new · −9 exited
Holders’ est. mark
−$467.4K
Price effect on 20 books still in the name
Largest holder
$62.6M
ALLIANCEBERNSTEIN L.P.
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $1.04M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 1.76M | $62.6M | $0 | Added$16.3M |
| LPL Financial LLC | 1.53M | $53.9M | −$348K | Added$7.69M |
| ENVESTNET ASSET MANAGEMENT INC | 147.9K | $5.22M | −$37.2K | Added$278.5K |
| ROYAL BANK OF CANADA | 119.8K | $4.22M | −$31.6K | Added$108K |
| RAYMOND JAMES FINANCIAL INC | 92.8K | $3.27M | −$15.6K | Added$1.2M |
| VALLEY WEALTH MANAGERS, INC. | 62.3K | $2.2M | −$15.7K | Added$115.7K |
| Kestra Advisory Services, LLC | 48.3K | $1.7M | −$12K | Added$117K |
| Citadel | 29.6K | $1.04M | −$2.99K | Added$647.5K |
| OSAIC HOLDINGS, INC. | 29.1K | $1.03M | −$7.85K | Cut−$139.5K |
| GOLDMAN SACHS GROUP INC | 12.9K | $456.4K | −$3.47K | Cut−$4.7M |
| JANE STREET GROUP, LLC | 12.8K | $451K | −$3.42K | Cut−$457.1K |
| MORGAN STANLEY | 7.84K | $276.6K | −$2.1K | Cut−$2.1K |
| Cetera Investment Advisers | 7.53K | $265.5K | −$1.93K | Added$7.31K |
| Focus Partners Wealth | 5.7K | $200.9K | −$1.53K | Cut−$11.8K |
| PRIVATE TRUST CO NA | 768 | $27.1K | −$38 | Added$22K |
| JONES FINANCIAL COMPANIES LLLP | 661 | $23.1K | −$75 | Added$18.6K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 518 | $18.3K | −$138 | Cut−$138 |
| CWM, LLC | 463 | $16.3K | $16.3K | Added$16.3K |
| WELLS FARGO & COMPANY/MN | 399 | $14.1K | −$104 | Cut−$7.29K |
| UBS Group AG | 265 | $9.35K | — | New |
| LGT Financial Advisors LLC | 89 | $3.15K | −$19 | Added$16 |
Who left
- NewEdge Advisors, LLC$5.4M
- JPMORGAN CHASE & CO$215.4K
- CITIZENS FINANCIAL GROUP INC/RI$210.3K
- Cresta Advisors, Ltd.$153.3K
- Medallion Wealth Advisors, LLC$106K
- FLAGSHIP HARBOR ADVISORS, LLC$15.2K
- Golden State Wealth Management, LLC$11.4K
- BANK OF AMERICA CORP /DE/$8.42K
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.37K
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.