Stock
Reported value
$148.2M
Holders
43
+5 new · −2 exited
Holders’ est. mark
$5.95M
Price effect on 37 books still in the name
Largest holder
$26M
RAYMOND JAMES FINANCIAL INC
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 609.9K | $26M | $894.5K | Added$712.7K |
| BANK OF AMERICA CORP /DE/ | 581.5K | $24.8M | $852.9K | Added$856.3K |
| LPL Financial LLC | 552.4K | $23.6M | $810.1K | Added$633.7K |
| MORGAN STANLEY | 325.7K | $13.9M | $447.8K | Added$1.32M |
| AMERIPRISE FINANCIAL INC | 307.2K | $13.1M | $465K | Cut−$2.55M |
| ARQ WEALTH ADVISORS, LLC | 261.8K | $11.2M | $344.2K | Added$1.5M |
| Leo Wealth, LLC | 180.5K | $7.71M | $230K | Added$734K |
| Citadel | 82.1K | $3.51M | — | New |
| Private Advisor Group, LLC | 65.2K | $2.78M | $91K | Added$224K |
| Dynamic Advisor Solutions LLC | 50.2K | $2.14M | $73.5K | Added$63.2K |
| ENVESTNET ASSET MANAGEMENT INC | 50K | $2.14M | $70K | Added$168.1K |
| Aaron Wealth Advisors LLC | 45.3K | $1.93M | $66.4K | Added$40.6K |
| MML INVESTORS SERVICES, LLC | 41.8K | $1.78M | $61.3K | Cut−$151.4K |
| ROYAL BANK OF CANADA | 35.1K | $1.5M | $51.3K | Cut−$261K |
| Empirical Asset Management, LLC | 34.4K | $1.47M | $50.4K | Added$6.53K |
| JONES FINANCIAL COMPANIES LLLP | 30.4K | $1.26M | $7.36K | Added$238.2K |
| CWM, LLC | 28.8K | $1.23M | $1.22M | Added$1.23M |
| Kaydan Wealth Management, Inc. | 23.4K | $999.7K | $34.3K | Added$17.4K |
| Nova Wealth Management, Inc. | 23.1K | $992.5K | $30.6K | Added$230.3K |
| UBS Group AG | 20.3K | $865.4K | $29.7K | Cut−$35.5K |
| Sound Income Strategies, LLC | 17.3K | $749.2K | $69 | Added$214.4K |
| OSAIC HOLDINGS, INC. | 16.7K | $714.8K | $9.73K | Added$441.3K |
| JANE STREET GROUP, LLC | 11.3K | $483.9K | $16.6K | Cut−$1.28M |
| Cerity Partners LLC | 10.3K | $440.2K | $15.1K | Added$15.1K |
| Whitaker-Myers Wealth Managers, LTD. | 8.19K | $349.4K | $11.7K | Added$20.1K |
| CreativeOne Wealth, LLC | 7.58K | $323.7K | $11.1K | Added$11.1K |
| Mission Creek Capital Partners, Inc. | 7.43K | $317.2K | $10.9K | Cut−$120.2K |
| Lido Advisors, LLC | 7.3K | $311.6K | — | New |
| Ameritas Advisory Services, LLC | 6.31K | $269.5K | $9.26K | Added$9.26K |
| Alpha Financial Advisors, LLC | 5.46K | $232.9K | $8K | Added$8K |
| VestGen Advisors, LLC | 4.9K | $225.5K | — | New |
| Cetera Investment Advisers | 5.23K | $223.3K | $7.47K | Added$13.4K |
| Aptus Capital Advisors, LLC | 4.74K | $202.3K | $6.95K | Cut−$3.7M |
| Rockefeller Capital Management L.P. | 2.88K | $123K | $4.22K | Added$4.22K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.22K | $94.7K | $3.25K | Added$1.94K |
| WELLS FARGO & COMPANY/MN | 1.76K | $75.4K | — | Added$75.3K |
| Larson Financial Group LLC | 1.72K | $73.6K | $2.52K | Cut−$18.5K |
| FIFTH THIRD BANCORP | 778 | $33.2K | — | New |
| Fidelity | 334 | $14.3K | $501 | Cut−$25.6K |
| LRI Investments, LLC | 300 | $12.8K | $440 | Added$440 |
| Farther Finance Advisors, LLC | 217 | $9.38K | $436 | Added$436 |
| Glass Jacobson Investment Advisors llc | 107 | $4.58K | $157 | Added$157 |
| PITTENGER & ANDERSON INC | 71 | $3.03K | — | New |
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.