Stock
Reported value
$111.1M
Holders
43
+11 new · −11 exited
Holders’ est. mark
−$6.88M
Price effect on 32 books still in the name
Largest holder
$51.5M
RAYMOND JAMES FINANCIAL INC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $774K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 1.93M | $51.5M | −$2.83M | Added$16.9M |
| Merit Financial Group, LLC | 687.6K | $18.3M | −$1.48M | Added$248.6K |
| ROYAL BANK OF CANADA | 365.1K | $9.73M | −$752.5K | Added$514K |
| LPL Financial LLC | 279.6K | $7.45M | −$578.2K | Added$370.1K |
| Visionary Wealth Advisors | 170K | $4.53M | −$267.9K | Added$1.25M |
| OSAIC HOLDINGS, INC. | 100.1K | $2.67M | −$164.5K | Added$654.7K |
| SAGESPRING WEALTH PARTNERS, LLC | 88.8K | $2.37M | — | New |
| Steward Partners Investment Advisory, LLC | 75.8K | $2.02M | −$155.4K | Added$115.8K |
| Cassady Wealth & Retirement Planning, LLC | 46.9K | $1.37M | $6.09K | Added$604K |
| Sigma Planning Corp | 46.8K | $1.25M | −$107.5K | Cut−$68.8K |
| Stratos Wealth Partners, LTD. | 35.7K | $950.7K | −$81.3K | Cut−$45.4K |
| BANK OF MONTREAL /CAN/ | 35.4K | $944.4K | −$84K | Cut−$117.8K |
| STIFEL FINANCIAL CORP | 29.5K | $787.5K | — | New |
| Citadel | 29K | $774K | −$68.8K | Cut−$2.08M |
| Tactive Advisors, LLC | 25.7K | $686.2K | — | New |
| Claris Financial LLC | 25.3K | $673.2K | −$59.9K | Cut−$221.3K |
| GREAT VALLEY ADVISOR GROUP, INC. | 22.5K | $600.9K | −$18K | Added$381.2K |
| Souders Financial Advisors | 17.3K | $461K | −$34.7K | Added$35.6K |
| CAP Partners, LLC | 16.7K | $444.8K | −$27.2K | Added$111.3K |
| Latitude Advisors, LLC | 14.1K | $375.8K | −$26.5K | Added$51.3K |
| PFG Investments, LLC | 11.8K | $315.7K | −$27.8K | Cut−$24.7K |
| Capital Wealth Planning, LLC | 11.7K | $311.7K | −$27.7K | Cut−$93K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11.2K | $299.1K | — | New |
| Clear Trail Advisors, LLC | 10.9K | $290.2K | −$25.7K | Cut−$25K |
| Onyx Bridge Wealth Group LLC | 10.2K | $271.1K | −$24.1K | Cut−$80.6K |
| UBS Group AG | 9.84K | $262.1K | −$13.7K | Added$94K |
| Private Advisor Group, LLC | 9.77K | $260.4K | — | New |
| Golden State Equity Partners | 9.61K | $256.1K | — | New |
| BROWN ADVISORY INC | 9.11K | $242.7K | −$21.6K | Cut−$21.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8.66K | $233.4K | −$17.5K | Added$2.76K |
| Keating Financial Advisory Services, Inc. | 7.92K | $211.1K | −$18.8K | Cut−$18.8K |
| Blue Trust, Inc. | 4.09K | $108.9K | — | New |
| MTM Investment Management, LLC | 1.7K | $45.3K | — | New |
| CWM, LLC | 1.43K | $38K | $30.4K | Added$38K |
| CoreCap Advisors, LLC | 643 | $17.2K | −$1.47K | Cut−$1.04K |
| IFP Advisors, Inc | 296 | $7.89K | −$95 | Added$6.73K |
| SIMPLEX TRADING, LLC | 157 | $4.18K | — | New |
| Western Wealth Management, LLC | 97 | $2.58K | — | New |
| Janney Montgomery Scott LLC | 38.9K | $1.04K | −$37 | Added$581 |
| HRT FINANCIAL LP | 13.5K | $360 | — | New |
| MORGAN STANLEY | 2 | $61 | −$0 | Cut−$31 |
| WELLS FARGO & COMPANY/MN | 2 | $44 | −$24 | Cut−$24 |
| PIN OAK INVESTMENT ADVISORS INC | 792 | $21 | −$2 | Cut−$2 |
Who left
- MERCER GLOBAL ADVISORS INC /ADV$435.3K
- NewEdge Advisors, LLC$394.8K
- ENVESTNET ASSET MANAGEMENT INC$374.6K
- Equitable Holdings, Inc.$295.6K
- JANE STREET GROUP, LLC$289.5K
- GTS SECURITIES LLC$252.9K
- Traynor Capital Management, Inc.$215.7K
- NWF Advisory Services Inc.$201.7K
- AlphaCore Capital LLC$177K
- GROUP ONE TRADING LLC$19.6K
- CX Institutional$1
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.