Stock
Reported value
$314.7M
Holders
16
+0 new · −1 exited
Holders’ est. mark
$4.94M
Price effect on 5 books still in the name
Largest holder
$182.5M
Allworth Financial LP
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Allworth Financial LP | 3.99M | $182.5M | — | Held |
| Savant Capital, LLC | 1.35M | $61.7M | $4.28M | Added$8.36M |
| BANK OF AMERICA CORP /DE/ | 510.5K | $23.4M | — | Held |
| Syverson Strege & Co | 260.2K | $11.9M | — | Held |
| IFP Advisors, Inc | 204.2K | $9.34M | — | Held |
| Invst, LLC | 149.1K | $6.82M | — | Held |
| Strategic Investment Solutions, Inc. /IL | 110.2K | $5.04M | — | Held |
| Retirement Solution LLC | 85K | $3.89M | $288.9K | Added$58.3K |
| Burton Enright Welch | 82.7K | $3.78M | $281K | Added$281.2K |
| MORGAN STANLEY | 44.8K | $2.05M | — | Held |
| Keel Point, LLC | 34.4K | $1.57M | — | Held |
| Financial Symmetry Inc | 31.6K | $1.44M | — | Held |
| Medallion Wealth Advisors, LLC | 20.3K | $928.5K | $67.7K | Added$57.3K |
| Nalls Sherbakoff Group, LLC | 4.75K | $217.4K | $16.1K | Added$16.7K |
| Kilter Group LLC | 365 | $16.7K | — | Held |
| Evolution Advisers, Inc. | 1.7K | $77 | — | Held |
Who left
- Stark Wealth Management LLC$331.8K
Positions as of Q3 2025. 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.