Stock
Reported value
$18.5M
Holders
43
+5 new · −10 exited
Holders’ est. mark
−$2.7M
Price effect on 37 books still in the name
Largest holder
$3.3M
Financial Engines Advisors L.L.C.
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 |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 100.8K | $3.3M | −$537.5K | Cut−$300.4K |
| JANE STREET GROUP, LLC | 80.4K | $2.63M | — | New |
| BANK OF AMERICA CORP /DE/ | 77.8K | $2.55M | −$447.1K | Cut−$3.31M |
| Kestra Advisory Services, LLC | 45.4K | $1.49M | −$220.1K | Added$14.2K |
| Mariner, LLC | 38.8K | $1.27M | −$188.7K | Added$7.43K |
| Citadel | 29.1K | $954.1K | −$167.3K | Cut−$603.4K |
| AE Wealth Management LLC | 28.4K | $929.5K | −$36.2K | Added$686.4K |
| Cyndeo Wealth Partners, LLC | 26.3K | $862.1K | −$151.1K | Cut−$162.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | 20.1K | $658.9K | −$115.5K | Cut−$904.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16.8K | $551.1K | — | New |
| Prairie Wealth Advisors, Inc. | 0 | $462.4K | — | Cut−$57.2K |
| LPL Financial LLC | 13.5K | $443.5K | −$60.4K | Added$38.8K |
| Traynor Capital Management, Inc. | 12.8K | $396.2K | −$93.5K | Cut−$81K |
| Sterling Investment Advisors, Ltd. | 11.2K | $366.6K | −$41.3K | Added$89.8K |
| GTS SECURITIES LLC | 10.5K | $343.3K | −$60.2K | Cut−$156K |
| Savvy Advisors, Inc. | 10K | $328.5K | −$57.6K | Cut−$1.01M |
| GOLDMAN SACHS GROUP INC | 7.92K | $259.7K | — | New |
| Sunbelt Securities, Inc. | 5.04K | $165.3K | −$29K | Cut−$32.9K |
| Advisory Services Network, LLC | 3K | $98.3K | — | New |
| Fidelity | 2.29K | $75.2K | −$12.6K | Cut−$9.59K |
| Glass Jacobson Investment Advisors llc | 1.85K | $60.8K | −$10.7K | Cut−$10.7K |
| JPMORGAN CHASE & CO | 1.76K | $54.4K | −$1.31K | Added$47.8K |
| Aptus Capital Advisors, LLC | 1.51K | $49.6K | −$8.69K | Cut−$8.7K |
| OSAIC HOLDINGS, INC. | 1.33K | $43.7K | −$7.64K | Cut−$7.51K |
| Allworth Financial LP | 1.3K | $42.6K | −$4.02K | Added$15.6K |
| Birchwood Financial Partners, Inc. | 880 | $28.9K | −$5.06K | Cut−$5.03K |
| UBS Group AG | 692 | $22.7K | −$3.98K | Cut−$14.3K |
| Manchester Capital Management LLC | 500 | $16.4K | −$2.87K | Cut−$2.87K |
| BARRETT & COMPANY, INC. | 450 | $14.8K | −$2.59K | Cut−$2.59K |
| Farther Finance Advisors, LLC | 355 | $11.7K | −$2K | Cut−$2K |
| NewEdge Advisors, LLC | 11.5K | $11.5K | −$432.4K | Cut−$436.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 300 | $9.83K | — | New |
| CWM, LLC | 248 | $8.14K | $8.13K | Added$8.13K |
| MORGAN STANLEY | 211 | $6.97K | −$1.16K | Cut−$54.3K |
| SHP Wealth Management | 155 | $5.08K | −$517 | Added$1.61K |
| JNBA Financial Advisors | 121 | $3.97K | −$695 | Cut−$695 |
| Arax Advisory Partners | 121 | $3.97K | −$696 | Cut−$696 |
| Roxbury Financial LLC | 82 | $2.69K | −$468 | Cut−$468 |
| SIMPLEX TRADING, LLC | 77 | $2.52K | −$442 | Cut−$2.48K |
| MAI Capital Management | 44 | $1.44K | −$253 | Cut−$253 |
| HARBOUR INVESTMENTS, INC. | 29 | $962 | −$167 | Cut−$167 |
| Larson Financial Group LLC | 29 | $939 | −$163 | Cut−$163 |
| WELLS FARGO & COMPANY/MN | 2 | $57 | −$25 | Added$4 |
Who left
- Mutual Advisors, LLC$2.12M
- Cetera Investment Advisers$876.9K
- B. Riley Wealth Advisors, Inc.$488.4K
- SC&H Financial Advisors, Inc.$232.7K
- Quadrature Capital Ltd$227.5K
- U.S. Capital Wealth Advisors, LLC$202.1K
- GROUP ONE TRADING LLC$19.3K
- Garton & Associates Financial Advisors LLC$784
- O'SHAUGHNESSY ASSET MANAGEMENT, LLC$193
- JONES FINANCIAL COMPANIES LLLP$193
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.