Stock
Reported value
$154.8M
Holders
88
+10 new · −13 exited
Holders’ est. mark
−$8.29M
Price effect on 78 books still in the name
Largest holder
$67.4M
MORGAN STANLEY
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 |
|---|---|---|---|---|
| MORGAN STANLEY | 3.57M | $67.4M | −$3.82M | Cut−$10.6M |
| STIFEL FINANCIAL CORP | 553.9K | $10.4M | −$592.7K | Cut−$1.83M |
| CITIGROUP INC | 507.7K | $9.58M | −$432.2K | Added$1.53M |
| Cetera Investment Advisers | 398.5K | $7.51M | −$402.2K | Added$23.2K |
| Sanctuary Advisors, LLC | 305.7K | $5.77M | −$326.5K | Cut−$314.4K |
| ROYAL BANK OF CANADA | 304.5K | $5.74M | −$282.9K | Added$468K |
| UBS Group AG | 189.3K | $3.57M | −$48.6K | Added$2.67M |
| LRI Investments, LLC | 164.2K | $3.1M | −$142K | Added$451.9K |
| Mariner, LLC | 162K | $3.05M | −$134.7K | Added$546.4K |
| JANE STREET GROUP, LLC | 157.8K | $2.98M | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 154.6K | $2.92M | −$37.2K | Added$2.22M |
| Salus Financial Advisors, LLC | 144K | $2.72M | −$146K | Cut−$2.96K |
| ENVESTNET ASSET MANAGEMENT INC | 113.7K | $2.14M | −$121.6K | Cut−$923.3K |
| Founders Capital Management | 98.8K | $1.86M | −$98.6K | Added$26.7K |
| Atria Investments, Inc | 96.5K | $1.82M | −$67.6K | Added$560.9K |
| JPMORGAN CHASE & CO | 95K | $1.69M | −$186.4K | Cut−$60.7K |
| Strategic Family Wealth Counselors, L.L.C. | 80.3K | $1.51M | −$332.6K | Cut−$415.4K |
| MML INVESTORS SERVICES, LLC | 63.6K | $1.2M | −$68.1K | Cut−$298K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 62.7K | $1.19M | −$210.9K | Cut−$133.4K |
| Orion Porfolio Solutions, LLC | 55.4K | $1.05M | −$59.3K | Cut−$2.19M |
| Soltis Investment Advisors LLC | 54.2K | $1.02M | −$58K | Cut−$113.7K |
| Integrated Advisors Network LLC | 51.4K | $969.9K | −$55K | Cut−$105.5K |
| OPPENHEIMER & CO INC | 49.5K | $933.7K | −$44.3K | Added$109.3K |
| Rockefeller Capital Management L.P. | 48K | $905.2K | −$51.4K | Cut−$909.6K |
| Gainplan LLC | 44.9K | $847K | −$48.1K | Cut−$459K |
| Citadel | 42.8K | $808.1K | — | New |
| Dynamic Advisor Solutions LLC | 40.6K | $765.6K | −$42.6K | Cut−$27.4K |
| LPL Financial LLC | 39.4K | $743.9K | −$42.2K | Cut−$418.3K |
| OPTIMA CAPITAL LLC | 39K | $735.2K | −$41.7K | Cut−$101.7K |
| D. E. Shaw & Co., Inc. | 36.6K | $690.2K | −$39.2K | Cut−$220.4K |
| Worth Financial Advisory Group, LLC | 423 | $647K | — | New |
| Ausdal Financial Partners, Inc. | 31.8K | $600.4K | −$30.4K | Added$34.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | 31.7K | $598.1K | −$33.9K | Cut−$140.1K |
| Wellspring Financial Advisors, LLC | 31.4K | $592K | −$33.6K | Cut−$33.6K |
| AdvisorNet Financial, Inc | 30.5K | $576.1K | −$32.7K | Cut−$67.9K |
| MCF Advisors LLC | 28.4K | $536.1K | −$27.5K | Added$23.5K |
| WELLS FARGO & COMPANY/MN | 26.6K | $502K | −$5.16K | Added$405.9K |
| ROTHSCHILD INVESTMENT LLC | 24.3K | $457.4K | −$25.9K | Cut−$25.9K |
| Essex Financial Services, Inc. | 22.8K | $429.3K | −$24.4K | Cut−$44.3K |
| RFG Advisory, LLC | 19K | $358.2K | — | New |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 18.5K | $349.8K | −$19.9K | Cut−$48.8K |
| HighTower Advisors, LLC | 17.7K | $333.5K | −$18.9K | Cut−$34.6K |
| Oxinas Partners, LLC | 17K | $320.6K | −$18.2K | Cut−$30.1K |
| Arete Wealth Advisors, LLC | 15.8K | $298.9K | $298.6K | Added$298.6K |
| Claro Advisors Inc. | 14.9K | $280.4K | −$15.9K | Cut−$17.5K |
| Private Advisor Group, LLC | 12.4K | $234.7K | −$13.3K | Cut−$13.3K |
| Prospera Financial Services Inc | 11.8K | $221.9K | −$11.3K | Added$11.5K |
| Werba Rubin Papier Wealth Management | 11.2K | $211.6K | −$12K | Cut−$12K |
| BURNEY CO/ | 11.1K | $209K | — | New |
| Conservest Capital Advisors, Inc. | 11K | $207.2K | −$11.4K | Cut−$5.38K |
| Balboa Wealth Partners | 10.8K | $202.7K | −$11.5K | Cut−$11.5K |
| Farther Finance Advisors, LLC | 10.5K | $196K | −$8.41K | Added$53.7K |
| OSAIC HOLDINGS, INC. | 8.67K | $163.5K | −$9.09K | Cut−$5.91K |
| Sunbelt Securities, Inc. | 8.1K | $152.7K | −$8.66K | Cut−$8.66K |
| HARBOUR INVESTMENTS, INC. | 6.2K | $117K | −$6.64K | Cut−$6.64K |
| PNC Financial Services Group, Inc. | 2.24K | $42.2K | −$2.4K | Cut−$26.4K |
| Sound Income Strategies, LLC | 2.07K | $38.8K | −$11.3K | Cut−$13.3K |
| FIFTH THIRD BANCORP | 1.97K | $37.1K | −$1.12K | Added$16.3K |
| UMB Bank, n.a. | 1.52K | $28.7K | — | New |
| Cornerstone Planning Group LLC | 1.01K | $26.4K | $2.7K | Added$2.7K |
| SJS Investment Consulting Inc. | 1.2K | $22.6K | −$1.28K | Cut−$1.28K |
| DHJJ Financial Advisors, Ltd. | 1.14K | $21.5K | −$1.22K | Cut−$1.22K |
| SIMPLEX TRADING, LLC | 1.06K | $20.1K | −$330 | Added$13.9K |
| Parallel Advisors, LLC | 1K | $18.9K | −$1.07K | Cut−$1.07K |
| Comprehensive Financial Planning, Inc./PA | 1K | $18.9K | −$1.07K | Cut−$1.07K |
| Clearstead Advisors, LLC | 915 | $17.3K | −$520 | Added$7.59K |
| IFP Advisors, Inc | 774 | $14.6K | — | New |
| Asset Dedication, LLC | 758 | $14.3K | −$811 | Cut−$811 |
| NewEdge Advisors, LLC | 13.4K | $13.4K | −$253.9K | Cut−$255.3K |
| MAI Capital Management | 500 | $9.43K | −$535 | Cut−$535 |
| Acumen Wealth Advisors, LLC | 405 | $7.64K | −$395 | Added$265 |
| McIlrath & Eck, LLC | 393 | $7.41K | −$420 | Cut−$420 |
| Fidelity | 282 | $5.33K | −$164 | Added$2.16K |
| Federation des caisses Desjardins du Quebec | 275 | $5.18K | −$142 | Cut−$278 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 260 | $4.9K | — | New |
| Tradewinds Capital Management, LLC | 200 | $3.77K | −$214 | Cut−$214 |
| NVWM, LLC | 200 | $3.77K | −$214 | Cut−$6.19K |
| PARK NATIONAL CORP /OH/ | 160 | $3.02K | — | New |
| Janney Montgomery Scott LLC | 135.6K | $2.56K | −$140 | Cut−$51 |
| Arax Advisory Partners | 127 | $2.39K | −$136 | Cut−$375 |
| Aspect Partners, LLC | 91 | $1.72K | −$91 | Added$22 |
| SIGNATUREFD, LLC | 84 | $1.58K | −$90 | Cut−$90 |
| MATHER GROUP, LLC. | 75 | $1.42K | — | New |
| Cambridge Investment Research Advisors, Inc. | 73K | $1.38K | −$49 | Added$466 |
| Vision Retirement, LLC | 26 | $490 | −$28 | Cut−$28 |
| Betterment LLC | 14.8K | $278 | −$16 | Cut−$204 |
| TFC Financial Management, Inc. | 8 | $151 | −$9 | Cut−$9 |
| Steward Partners Investment Advisory, LLC | 2 | $38 | −$2 | Cut−$2 |
Who left
- Oasis Advisors, LLC$2.28M
- MONEY CONCEPTS CAPITAL CORP$525.1K
- B. Riley Wealth Advisors, Inc.$417.4K
- Apeiron RIA LLC$273K
- WCG Wealth Advisors LLC$221.6K
- Sigma Planning Corp$202.2K
- Kestra Advisory Services, LLC$69.6K
- BANK OF AMERICA CORP /DE/$31.6K
- Beacon Capital Management, Inc.$1.89K
- Nvest Wealth Strategies, Inc.$1.84K
- Caitlin John, LLC$1.5K
- GROUP ONE TRADING LLC$977
- Main Management LLC$42
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.