Stock
Reported value
$39.1M
Holders
36
+3 new · −1 exited
Holders’ est. mark
$2.21M
Price effect on 31 books still in the name
Largest holder
$4.93M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 287.7K | $4.93M | $359.6K | Added$168.5K |
| BARINGS LLC | 285.9K | $4.9M | $353.8K | Added$402.8K |
| BENJAMIN EDWARDS INC | 284.7K | $4.88M | $312.7K | Added$904.4K |
| TSP Capital Management Group, LLC | 276.6K | $4.74M | $345.7K | Added$289.5K |
| LPL Financial LLC | 199.9K | $3.43M | $203.3K | Added$842.8K |
| OSAIC HOLDINGS, INC. | 197.8K | $3.39M | $247.3K | Added$165.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 136.8K | $2.34M | $166.9K | Added$223K |
| Cetera Investment Advisers | 105.9K | $1.81M | $126.4K | Added$207.6K |
| Smith Asset Management Co., LLC | 68.6K | $1.18M | $85.8K | Added$58.5K |
| BANK OF AMERICA CORP /DE/ | 49.8K | $853.4K | $62.2K | Cut−$202.1K |
| Curbstone Financial Management Corp | 47.1K | $808K | $58.9K | Added$45.8K |
| Schwallier Wealth Management LLC | 46.9K | $803.2K | −$77.4K | Cut−$45.2K |
| CALDWELL SUTTER CAPITAL, INC. | 43.8K | $750K | $54.7K | Added$54.7K |
| JONES FINANCIAL COMPANIES LLLP | 39.9K | $677.6K | $38.8K | Added$112.4K |
| ENVESTNET ASSET MANAGEMENT INC | 31K | $531.4K | $25K | Added$213.2K |
| RAYMOND JAMES FINANCIAL INC | 30.7K | $526.5K | $37.7K | Added$47.6K |
| Vanguard National Trust Co | 29.2K | $500.5K | — | Held |
| UBS Group AG | 21.6K | $370.9K | $27.1K | Cut−$28.9K |
| OPPENHEIMER & CO INC | 20.4K | $349.7K | $23.5K | Added$50.9K |
| PFG Investments, LLC | 17.8K | $305.6K | $21.9K | Added$27.7K |
| Sanctuary Advisors, LLC | 17K | $290.8K | $21.2K | Added$21.2K |
| JANE STREET GROUP, LLC | 10.3K | $177.2K | $12.9K | Cut−$134.2K |
| MONTAG A & ASSOCIATES INC | 8.5K | $145.7K | $7.48K | Cut−$8.78K |
| WELLS FARGO & COMPANY/MN | 4.71K | $80.7K | — | Added$80.7K |
| Advisory Services Network, LLC | 3.52K | $60.3K | — | New |
| Keating Financial Advisory Services, Inc. | 3.03K | $51.9K | $3.7K | Added$4.71K |
| ROYAL BANK OF CANADA | 3K | $51K | $3K | Added$3K |
| NewEdge Advisors, LLC | 31.3K | $31.3K | −$314.8K | Cut−$304.6K |
| ST GERMAIN D J CO INC | 1.43K | $24.5K | $1.75K | Added$2.21K |
| Whipplewood Advisors, LLC | 1.31K | $22.5K | $1.64K | Added$1.42K |
| PFS Partners, LLC | 1.14K | $19.6K | $1.43K | Added$1.43K |
| Rockefeller Capital Management L.P. | 850 | $14.6K | $1.06K | Added$1.06K |
| Atlantic Union Bankshares Corp | 590 | $10.1K | — | New |
| Salomon & Ludwin, LLC | 365 | $6.3K | $48 | Added$48 |
| FIFTH THIRD BANCORP | 100 | $1.71K | — | New |
| Ulland Investment Advisors, LLC | 700 | $12 | $1 | Added$1 |
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.