Stock
Reported value
$105.3M
Holders
31
+6 new · −2 exited
Holders’ est. mark
−$2.29M
Price effect on 25 books still in the name
Largest holder
$72.6M
LPL Financial LLC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $1.78K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| LPL Financial LLC | 1.56M | $72.6M | −$1.5M | Added$12.9M |
| OSAIC HOLDINGS, INC. | 162.8K | $7.56M | −$179K | Added$443.3K |
| RAYMOND JAMES FINANCIAL INC | 83.7K | $3.89M | −$87.9K | Added$391.4K |
| Cetera Investment Advisers | 77.4K | $3.6M | −$53.3K | Added$1.47M |
| SeaCrest Wealth Management, LLC | 63.9K | $2.97M | −$196.8K | Added$143.6K |
| STIFEL FINANCIAL CORP | 50.9K | $2.36M | −$46.4K | Added$518.6K |
| Key Client Fiduciary Advisors, LLC | 46.7K | $2.17M | −$44.5K | Added$398.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 29K | $1.35M | −$33.3K | Added$18.1K |
| Ausdal Financial Partners, Inc. | 27.6K | $1.28M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 27.1K | $1.26M | −$32.5K | Cut−$484.3K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 21.3K | $990.5K | −$25K | Cut−$4.02K |
| ENVESTNET ASSET MANAGEMENT INC | 17.6K | $817.1K | −$14.2K | Added$251.3K |
| TRUIST FINANCIAL CORP | 17.4K | $806.3K | −$15.3K | Added$198.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | 11.6K | $539.6K | −$11.8K | Added$71.2K |
| PRINCIPAL SECURITIES, INC. | 8.45K | $392.4K | −$6.58K | Added$130.5K |
| OPPENHEIMER & CO INC | 8.3K | $385.6K | −$9.93K | Cut−$62.3K |
| Equitable Holdings, Inc. | 7.84K | $364.2K | — | New |
| CHILTON INVESTMENT CO INC. | 7.51K | $349K | −$5.51K | Added$129.4K |
| Prospera Financial Services Inc | 7.1K | $329.7K | −$8.28K | Cut−$62 |
| Independent Advisor Alliance | 6.31K | $293K | — | New |
| Balboa Wealth Partners | 5.39K | $250.5K | −$6.45K | Cut−$57.4K |
| Steward Partners Investment Advisory, LLC | 4.83K | $224.1K | −$4.04K | Added$63.2K |
| WELLS FARGO & COMPANY/MN | 4.74K | $220.1K | −$5.67K | Cut−$7.58K |
| PRIVATE TRUST CO NA | 3.2K | $148.6K | −$3.83K | Cut−$3.83K |
| ROYAL BANK OF CANADA | 1.76K | $82K | −$2.03K | Cut−$426K |
| Strengthening Families & Communities, LLC | 501 | $23.3K | −$606 | Cut−$560 |
| MORGAN STANLEY | 299 | $13.9K | −$347 | Cut−$301 |
| WOLFF WIESE MAGANA LLC | 242 | $11.2K | — | New |
| Advisors Asset Management, Inc. | 81 | $3.76K | — | New |
| CWM, LLC | 50 | $2.32K | — | New |
| Fidelity | 38 | $1.78K | −$31 | Cut−$38.2K |
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.