Stock
Reported value
$948M
Holders
121
+13 new · −11 exited
Holders’ est. mark
−$50.6M
Price effect on 107 books still in the name
Largest holder
$311.7M
JPMORGAN CHASE & CO
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $958.8K
- Fidelity0.0% · $686.8K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 5.38M | $311.7M | −$21.1M | Added$22.8M |
| MORGAN STANLEY | 3.9M | $232.5M | −$10.5M | Added$6.53M |
| WCG Wealth Advisors LLC | 958.2K | $57.1M | −$2.78M | Cut−$3M |
| ROYAL BANK OF CANADA | 914.7K | $54.5M | −$2.51M | Added$408K |
| Mirae Asset Global Investments Co., Ltd. | 606.8K | $36.1M | −$1.76M | Cut−$21.9M |
| UBS Group AG | 512.3K | $30.5M | −$1.48M | Cut−$1.33M |
| LPL Financial LLC | 510.2K | $30.4M | −$1.48M | Cut−$2.25M |
| AMERIPRISE FINANCIAL INC | 442.4K | $26.4M | −$1.26M | Cut−$984K |
| RAYMOND JAMES FINANCIAL INC | 287.9K | $17.1M | −$835K | Cut−$2.15M |
| FIFTH THIRD BANCORP | 243.3K | $14.5M | −$705.7K | Cut−$1.14M |
| PRINCIPAL FINANCIAL GROUP INC | 191.6K | $11.4M | −$517K | Added$274.3K |
| BANK OF AMERICA CORP /DE/ | 184.3K | $11M | −$534.5K | Cut−$7.32M |
| Alaska Wealth Advisors, LLC | 159.9K | $9.52M | −$463.7K | Cut−$533.4K |
| WELLS FARGO & COMPANY/MN | 132.2K | $7.87M | −$374.7K | Cut−$196.5K |
| GOLDMAN SACHS GROUP INC | 122.7K | $7.3M | −$355.7K | Cut−$1.73M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 111.2K | $6.62M | −$284.9K | Added$484.2K |
| CHOREO, LLC | 108.2K | $6.44M | −$361.4K | Cut−$417.9K |
| MAI Capital Management | 96.3K | $5.74M | −$279.4K | Cut−$779.6K |
| OSAIC HOLDINGS, INC. | 63K | $3.75M | −$173.6K | Added$9.68K |
| ENVESTNET ASSET MANAGEMENT INC | 60.1K | $3.58M | −$164.5K | Added$37.6K |
| GenWealth Group, Inc. | 53K | $3.16M | −$189.4K | Cut−$33.1K |
| Insight Wealth Partners, LLC | 51.2K | $3.05M | −$145.6K | Cut−$85.8K |
| SHEETS SMITH WEALTH MANAGEMENT | 46.7K | $2.78M | −$135.4K | Cut−$189.3K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 44.5K | $2.58M | — | New |
| Gateway Wealth Partners, LLC | 40.9K | $2.43M | −$87.4K | Added$551.9K |
| Stratos Wealth Partners, LTD. | 40.7K | $2.43M | −$117.6K | Cut−$106.1K |
| RETIREMENT CAPITAL STRATEGIES | 38.4K | $2.29M | −$111.3K | Cut−$132.6K |
| Dynamic Advisor Solutions LLC | 38.3K | $2.28M | −$110.2K | Cut−$91.3K |
| Allworth Financial LP | 35.5K | $2.11M | −$90.3K | Added$166.7K |
| INVESTMENT COUNSEL CO OF NEVADA | 33.8K | $2.01M | −$98.1K | Cut−$119K |
| Avior Wealth Management, LLC | 31.9K | $1.9M | −$92.3K | Cut−$102.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 28.3K | $1.68M | −$35.7K | Added$914.7K |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 28.2K | $1.68M | −$81.8K | Cut−$168.2K |
| Savvy Advisors, Inc. | 27.5K | $1.64M | −$79.8K | Cut−$119.4K |
| Cetera Investment Advisers | 23.9K | $1.42M | −$68.7K | Cut−$56.9K |
| NorthRock Partners, LLC | 23.2K | $1.38M | −$67.4K | Cut−$270.8K |
| One Capital Management, LLC | 22K | $1.31M | −$64K | Cut−$188.2K |
| GTS SECURITIES LLC | 20.7K | $1.23M | −$49.7K | Added$136.7K |
| Warner Group LLC | 20.5K | $1.22M | −$59.4K | Cut−$59.4K |
| PRUDENTIAL PLC | 17.7K | $1.06M | −$51.4K | Cut−$505.4K |
| Balance Wealth, LLC | 17.7K | $1.05M | −$51K | Cut−$47.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17.5K | $1.04M | −$50.8K | Cut−$1.63M |
| Cerity Partners LLC | 16.4K | $979.6K | −$46.9K | Cut−$29.9K |
| Renaissance Technologies | 16.1K | $958.8K | −$46.7K | Cut−$508.8K |
| Sonoma Allocations LLC | 15.9K | $957.3K | −$51K | Added$38.8K |
| Heirloom Wealth Management | 15.1K | $897.8K | −$38.5K | Added$69.1K |
| Mason & Associates Inc | 14.9K | $864.1K | −$68.1K | Cut−$68.1K |
| Orion Porfolio Solutions, LLC | 12.9K | $769.5K | −$37.5K | Cut−$75.4K |
| Weinberger Asset Management, Inc | 12.6K | $750.9K | −$19K | Added$340.9K |
| Tower Research Capital LLC (TRC) | 12.5K | $744.5K | −$29.6K | Added$107.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12K | $723.8K | −$37.4K | Cut−$275.6K |
| Kestra Advisory Services, LLC | 11.7K | $698.5K | −$34K | Cut−$144.7K |
| Fidelity | 11.5K | $686.8K | −$24.8K | Added$153.4K |
| Goldstein Advisors, LLC | 11.1K | $663.7K | −$32.1K | Cut−$28.1K |
| Clearstead Advisors, LLC | 10.1K | $601.5K | −$26.6K | Added$29.3K |
| MARSHALL WACE, LLP | 9.94K | $591.7K | — | New |
| PRIVATE TRUST CO NA | 9.86K | $587.3K | −$28.6K | Cut−$39.8K |
| PALLADIEM, LLC | 9.33K | $555.4K | −$27K | Cut−$27K |
| Fragasso Financial Advisors Inc | 9.16K | $554.4K | −$17.9K | Cut−$19.2K |
| NEPC LLC | 9.24K | $550.5K | −$26.8K | Cut−$26.8K |
| HBK Sorce Advisory LLC | 6.8K | $457.9K | — | New |
| Veridan Wealth LLC | 7.44K | $443.2K | −$21.6K | Cut−$34.1K |
| Grey Ledge Advisors, LLC | 7.31K | $435.2K | −$21.2K | Cut−$20.4K |
| POTOMAC FUND MANAGEMENT INC /ADV | 7.18K | $427.4K | −$20.9K | Cut−$38K |
| Baird Financial Group, Inc. | 6.76K | $402.4K | −$17.6K | Added$22.4K |
| Corundum Group, Inc. | 5.8K | $345.3K | −$16.8K | Cut−$16.8K |
| Steward Partners Investment Advisory, LLC | 5.49K | $326.8K | −$15.5K | Cut−$6.42K |
| LJI Wealth Management, LLC | 4.81K | $286.4K | −$13.8K | Cut−$10.3K |
| Rockefeller Capital Management L.P. | 4.79K | $285.5K | −$12.7K | Added$13.2K |
| SUN LIFE FINANCIAL INC | 4.71M | $280.4K | −$11.2K | Added$39.5K |
| RF&L WEALTH MANAGEMENT, LLC | 4.7K | $279.7K | −$13.6K | Cut−$13.6K |
| ABOUND FINANCIAL, LLC | 4.5K | $267.8K | −$13.1K | Cut−$13K |
| PNC Financial Services Group, Inc. | 4.44K | $264.2K | −$542 | Added$252.5K |
| WEST BANCORPORATION INC | 4.04K | $240.3K | −$11.7K | Cut−$11.7K |
| TWO SIGMA SECURITIES, LLC | 3.99K | $237.4K | −$11.6K | Cut−$75.6K |
| CAPTRUST FINANCIAL ADVISORS | 3.86K | $229.9K | −$11.2K | Cut−$44.4K |
| JANE STREET GROUP, LLC | 3.82K | $227.2K | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.8K | $226.5K | −$11K | Cut−$28.1K |
| Jupiter Wealth Management LLC | 3.32K | $226K | $9.08K | Added$117K |
| Ethic Inc. | 3.7K | $220.1K | −$10.7K | Cut−$10.7K |
| Ellevest, Inc. | 3.65K | $217.3K | −$10.6K | Cut−$10.6K |
| CITIZENS FINANCIAL GROUP INC/RI | 3.63K | $216.5K | −$10.5K | Cut−$68.9K |
| Private Advisor Group, LLC | 3.53K | $210.3K | −$10.2K | Cut−$12.1K |
| Cyndeo Wealth Partners, LLC | 3.46K | $206.3K | −$10K | Cut−$29.3K |
| Independent Advisor Alliance | 3.46K | $206K | — | New |
| Corient Private Wealth LLC | 3.4K | $202.5K | — | New |
| Financial Gravity Asset Management, Inc. | 3.12K | $185.6K | −$9.04K | Cut−$12.8K |
| HARBOUR INVESTMENTS, INC. | 2.69K | $160K | −$29 | Added$159.4K |
| DEUTSCHE BANK AG\ | 2.5K | $148.9K | −$7.25K | Cut−$7.25K |
| MJT & Associates Financial Advisory Group, Inc. | 1.97K | $117.6K | −$5.71K | Cut−$5.41K |
| TD Waterhouse Canada Inc. | 1.96K | $117.4K | −$4.65K | Cut−$4.65K |
| Qube Research & Technologies Ltd | 1.86K | $110.6K | −$4.69K | Added$9.6K |
| Advisory Services Network, LLC | 1.86K | $110.5K | — | New |
| Urban Financial Advisory Corp | 1.71K | $101.7K | −$4.97K | Cut−$22.3K |
| Farther Finance Advisors, LLC | 1.42K | $85.5K | −$3.45K | Cut−$3.45K |
| AdvisorNet Financial, Inc | 1.43K | $84.8K | −$4.15K | Cut−$64.1K |
| AE Wealth Management LLC | 1.2K | $71.6K | −$2.47K | Added$18.3K |
| First Pacific Financial | 1.17K | $69.9K | −$3.37K | Cut−$3.25K |
| Prudent Man Investment Management, Inc. | 1.07K | $66.7K | $0 | Held |
| TWIN PEAKS WEALTH ADVISORS, LLC | 1K | $59.5K | — | New |
| Carolina Wealth Advisors, LLC | 896 | $53.4K | −$2.6K | Cut−$5.41K |
| CVA Family Office, LLC | 707 | $42.1K | — | New |
| CWM, LLC | 628 | $37.4K | $37.4K | Added$37.4K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 387 | $23K | −$1.12K | Cut−$1.12K |
| Noble Wealth Management PBC | 350 | $20.8K | −$1.01K | Cut−$1.01K |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 275 | $16.4K | — | New |
| IAG Wealth Partners, LLC | 252 | $15K | −$730 | Cut−$730 |
| Triumph Capital Management | 248 | $14.8K | −$682 | Added$92 |
| VANGUARD ADVISERS INC | 245 | $14.6K | — | Held |
| ASSETMARK, INC | 173 | $10.3K | −$496 | Cut−$377 |
| Smartleaf Asset Management LLC | 170 | $9.84K | −$850 | Cut−$850 |
| BNP PARIBAS FINANCIAL MARKETS | 146 | $8.69K | — | New |
| NBC SECURITIES, INC. | 138 | $8.22K | −$395 | Cut−$276 |
| Millstone Evans Group, LLC | 131 | $7.8K | −$380 | Cut−$380 |
| Aptus Capital Advisors, LLC | 50 | $2.98K | −$145 | Cut−$145 |
| Abound Wealth Management | 45 | $2.68K | −$131 | Cut−$131 |
| FLOW TRADERS U.S. LLC | 31.7K | $1.89K | — | New |
| WPG Advisers, LLC | 18 | $1.07K | −$52 | Cut−$52 |
| Thrivent Financial for Lutherans | 15.1K | $881 | −$68 | Cut−$261 |
| HRT FINANCIAL LP | 8.51K | $506 | — | New |
| Cambridge Investment Research Advisors, Inc. | 4.69K | $279 | −$14 | Cut−$45 |
Who left
- Citadel$1.47M
- Fifth Third Wealth Advisors LLC$338.5K
- RFG Advisory, LLC$286.3K
- Y-Intercept (Hong Kong) Ltd$285.4K
- PFG Investments, LLC$280.7K
- Argent Trust Co$204.1K
- STIFEL FINANCIAL CORP$202.2K
- NATIONAL BANK OF CANADA /FI/$137.4K
- NewEdge Advisors, LLC$118.3K
- BANK OF MONTREAL /CAN/$17.4K
- Migdal Insurance & Financial Holdings Ltd.$7.54K
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.