Stock
Reported value
$40.1M
Holders
44
+8 new · −5 exited
Holders’ est. mark
$1.23M
Price effect on 35 books still in the name
Largest holder
$15M
COMMONWEALTH EQUITY SERVICES, LLC
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 416.4K | $15M | $128.4K | Cut−$134.3K |
| GTS SECURITIES LLC | 141.3K | $5.08M | — | New |
| &PARTNERS | 96.2K | $3.46M | $29.5K | Added$42.1K |
| MORGAN STANLEY | 56.2K | $2.02M | $17.3K | Cut−$335.6K |
| ENVESTNET ASSET MANAGEMENT INC | 30.4K | $1.09M | $9.33K | Cut−$378.6K |
| AdvisorNet Financial, Inc | 29K | $1.04M | $8.11K | Added$102.8K |
| CWM, LLC | 28.8K | $1.04M | $954.7K | Added$1.03M |
| Cetera Investment Advisers | 26.2K | $944.4K | $8.07K | Cut−$26.4K |
| LPL Financial LLC | 22.6K | $811.7K | $6.58K | Added$49.6K |
| Citadel | 22.5K | $810.8K | $3.67K | Added$386.5K |
| NATIONAL BANK OF CANADA /FI/ | 21K | $755K | $9.98K | Added$9.98K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 20.1K | $724.3K | $4.57K | Added$194.5K |
| Savvy Advisors, Inc. | 19.4K | $697.5K | $5.98K | Cut−$1.4M |
| Fidelity | 19.3K | $694.6K | $3.78K | Added$257.1K |
| Kestra Advisory Services, LLC | 19K | $685.3K | $5.34K | Added$69.5K |
| Sunbelt Securities, Inc. | 16.5K | $592.6K | $2.09K | Added$351.4K |
| Fifth Third Securities, Inc. | 14.4K | $518.6K | $3.45K | Added$119.3K |
| FLORIDA FINANCIAL ADVISORS, LLC | 13.8K | $496.3K | $2.71K | Added$181.7K |
| Cullen/Frost Bankers, Inc. | 13.4K | $481K | $4K | Added$19.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.8K | $459.7K | $2.01K | Added$226.8K |
| TRUIST FINANCIAL CORP | 12K | $430.3K | $3.69K | Cut−$217.7K |
| HighTower Advisors, LLC | 11.8K | $423.4K | $3.63K | Added$3.63K |
| CoreCap Advisors, LLC | 9.9K | $356.2K | $2.73K | Added$42.5K |
| BANK OF AMERICA CORP /DE/ | 9.86K | $354.8K | — | New |
| Per Stirling Capital Management, LLC. | 6.29K | $226.1K | $1.88K | Added$9.07K |
| MWA Asset Management | 6.14K | $221.1K | $1.89K | Cut−$8.81K |
| Proficio Capital Partners LLC | 5.65K | $203.1K | $1.74K | Added$1.74K |
| Roxbury Financial LLC | 4.22K | $151.7K | $1.31K | Added$1.78K |
| Global Assets Advisory, LLC | 7.4K | $132.1K | — | New |
| AE Wealth Management LLC | 2.48K | $89.4K | — | New |
| OSAIC HOLDINGS, INC. | 1.19K | $42.9K | $346 | Cut−$75.4K |
| Global Trust Asset Management, LLC | 1.03K | $37.1K | — | New |
| ROYAL BANK OF CANADA | 460 | $17K | $1.09K | Cut−$5K |
| MAI Capital Management | 400 | $14.4K | $123 | Added$123 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 364 | $13.1K | $91 | Added$163 |
| Advisory Services Network, LLC | 312 | $11.2K | — | New |
| Larson Financial Group LLC | 306 | $11K | $102 | Added$138 |
| Glen Eagle Advisors, LLC | 108 | $3.89K | $33 | Added$33 |
| IFP Advisors, Inc | 104 | $3.74K | $32 | Added$68 |
| Napier Financial, LLC | 87 | $3.13K | — | New |
| Atlantic Union Bankshares Corp | 80 | $2.88K | $25 | Added$25 |
| Cambridge Investment Research Advisors, Inc. | 23K | $826 | $7 | Added$36 |
| Farther Finance Advisors, LLC | 10 | $361 | — | New |
| ASSETMARK, INC | 0 | $16 | — | Held |
Who left
- Orion Porfolio Solutions, LLC$323.9K
- Elyxium Wealth, LLC$30.5K
- UBS Group AG$19.3K
- Allworth Financial LP$1.14K
- Cape Investment Advisory, Inc.$713
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.