Stock
Reported value
$183.1M
Holders
57
+6 new · −5 exited
Holders’ est. mark
−$11.5M
Price effect on 51 books still in the name
Largest holder
$52M
Kestra Advisory Services, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $536.7K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Kestra Advisory Services, LLC | 1.87M | $52M | −$3.59M | Added$1.48M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.25M | $34.6M | −$2.65M | Cut−$26.3M |
| LPL Financial LLC | 821.4K | $22.8M | −$444.1K | Added$16.6M |
| FINANCIAL MANAGEMENT NETWORK INC | 287.2K | $8.56M | −$75.7K | Added$124.2K |
| Mariner, LLC | 286.7K | $7.97M | −$610.7K | Cut−$663.9K |
| Cetera Investment Advisers | 279.8K | $7.78M | −$596K | Cut−$792.4K |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 261.4K | $7.27M | −$540.2K | Cut−$323.5K |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 208.6K | $5.8M | −$444.2K | Cut−$2.81M |
| Traynor Capital Management, Inc. | 185.6K | $4.92M | −$632.8K | Cut−$637.9K |
| Larson Financial Group LLC | 159.2K | $4.43M | −$306.8K | Added$114.1K |
| JPMORGAN CHASE & CO | 145.7K | $3.86M | −$290K | Added$1.32M |
| HICKS CAPITAL MANAGEMENT LLC | 88.6K | $2.46M | −$188.7K | Cut−$208.7K |
| Sigma Planning Corp | 66.8K | $1.86M | −$137.2K | Cut−$71.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 57.7K | $1.61M | — | New |
| McGlone Suttner Wealth Management, Inc. | 56.3K | $1.56M | −$119.9K | Cut−$122K |
| HARBOUR INVESTMENTS, INC. | 50.9K | $1.42M | −$85.7K | Added$211.2K |
| OSAIC HOLDINGS, INC. | 46.8K | $1.3M | −$99.8K | Cut−$1.82M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 38.1K | $1.06M | −$4.21K | Added$999.2K |
| Empire Life Investments Inc. | 36.9K | $1.04M | −$63.4K | Cut−$153.9K |
| STIFEL FINANCIAL CORP | 28.1K | $781.7K | −$58.5K | Cut−$41.3K |
| RAYMOND JAMES FINANCIAL INC | 22.3K | $621.3K | −$47.6K | Cut−$242.5K |
| Dedeker Financial LLC | 20.1K | $558.6K | −$42.8K | Cut−$87K |
| WADDELL & ASSOCIATES, LLC | 20K | $556.2K | −$42.6K | Cut−$42.6K |
| BENJAMIN EDWARDS INC | 19.8K | $551.9K | −$41.5K | Cut−$31.1K |
| Citadel | 19.3K | $536.7K | — | New |
| Goodwin Investment Advisory | 17.8K | $493.7K | — | New |
| Private Advisor Group, LLC | 16.8K | $466.7K | −$32.4K | Added$11.6K |
| Costello Asset Management, INC | 16.6K | $462.8K | −$35.4K | Cut−$152.2K |
| PRINCIPAL SECURITIES, INC. | 16.3K | $452.5K | −$34.6K | Cut−$34.6K |
| Regal Investment Advisors LLC | 15.5K | $431.7K | −$19.4K | Added$158.4K |
| ENVESTNET ASSET MANAGEMENT INC | 14.9K | $414K | −$28.7K | Added$10.3K |
| AVAII WEALTH MANAGEMENT, LLC | 14.6K | $405.8K | −$31.1K | Cut−$32.1K |
| PKS Advisory Services, LLC | 13.5K | $375.4K | −$28.1K | Cut−$19.8K |
| CLG LLC | 12.2K | $338.2K | −$19.5K | Added$64.7K |
| HERBST GROUP, LLC | 12K | $333.7K | −$21.3K | Added$34.3K |
| &PARTNERS | 11.8K | $327.3K | −$22K | Added$17.9K |
| INDEPENDENT FINANCIAL GROUP, LLC | 11.7K | $325.8K | −$25K | Cut−$78.5K |
| MGO ONE SEVEN LLC | 11K | $306.8K | −$23.5K | Cut−$41.8K |
| MORGAN STANLEY | 11K | $305.9K | −$23.4K | Cut−$23.4K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 10.7K | $297.1K | −$16.3K | Added$67.7K |
| MML INVESTORS SERVICES, LLC | 9.27K | $257.9K | −$19.7K | Cut−$91.4K |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 8K | $222.4K | −$17K | Cut−$91.3K |
| High Point Wealth Management, LLC | 7.02K | $195.2K | −$14.9K | Cut−$14.9K |
| Sunbelt Securities, Inc. | 5.26K | $146.3K | −$11.2K | Cut−$38.2K |
| ROYAL BANK OF CANADA | 4.34K | $121K | −$8.94K | Cut−$368K |
| BANK OF MONTREAL /CAN/ | 3.8K | $105.7K | −$8.89K | Cut−$8.89K |
| PRIVATE TRUST CO NA | 3.19K | $88.6K | — | New |
| Financial Perspectives, Inc | 2.1K | $58.4K | −$4.47K | Cut−$4.47K |
| Glen Eagle Advisors, LLC | 1.6K | $44.4K | −$3.4K | Cut−$3.4K |
| CWM, LLC | 845 | $23.5K | $23.5K | Added$23.5K |
| Hughes Financial Services, LLC | 682 | $19K | — | New |
| Western Wealth Management, LLC | 599 | $16.7K | — | New |
| IFP Advisors, Inc | 325 | $9.04K | −$692 | Cut−$692 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 200 | $5.56K | −$426 | Cut−$426 |
| Cambridge Investment Research Advisors, Inc. | 110.9K | $3.08K | −$229 | Cut−$133 |
| Rossby Financial, LCC | 9 | $254 | −$15 | Cut−$15 |
| CX Institutional | 448 | $12 | −$1 | Cut−$1 |
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.