Stock
Reported value
$203.2M
Holders
107
+9 new · −10 exited
Holders’ est. mark
−$6.67M
Price effect on 97 books still in the name
Largest holder
$42.2M
Ameritas Advisory 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 |
|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 717.4K | $42.2M | −$1.59M | Cut−$3.11M |
| LPL Financial LLC | 310.5K | $18.3M | −$688.2K | Cut−$2.94M |
| EP Wealth Advisors, LLC | 301.7K | $17.7M | −$668.7K | Cut−$1.21M |
| BANK OF AMERICA CORP /DE/ | 245.9K | $14.5M | −$545.2K | Cut−$619K |
| Private Advisor Group, LLC | 169.3K | $9.95M | −$368.7K | Cut−$193.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | 152.1K | $8.94M | −$337.2K | Cut−$1.47M |
| Charter Capital Management, LLC\DE | 135.7K | $7.98M | −$300.9K | Cut−$325.7K |
| CWM, LLC | 119.4K | $7.02M | $5.42M | Added$7.01M |
| ENVESTNET ASSET MANAGEMENT INC | 103.9K | $6.11M | −$167K | Added$1.52M |
| Geneva Partners, LLC | 83.9K | $4.93M | −$186K | Cut−$603.4K |
| OSAIC HOLDINGS, INC. | 81.7K | $4.8M | −$182.3K | Cut−$2.45M |
| Fidelity | 78.5K | $4.62M | −$154.4K | Added$363.7K |
| Cetera Investment Advisers | 76.8K | $4.52M | −$137.4K | Added$733.2K |
| MORGAN STANLEY | 73.4K | $4.32M | −$162.7K | Cut−$551.9K |
| Kestra Advisory Services, LLC | 66.9K | $3.94M | −$112.4K | Added$841.2K |
| UBS Group AG | 63.6K | $3.74M | −$141K | Cut−$306.6K |
| Sugar Maple Asset Management, LLC | 53.5K | $3.15M | −$118.7K | Cut−$218.4K |
| JPMORGAN CHASE & CO | 48.1K | $2.76M | −$91.8K | Added$1.21M |
| RAYMOND JAMES FINANCIAL INC | 43.7K | $2.57M | −$96.8K | Cut−$168.6K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 32.5K | $1.91M | −$68.9K | Added$11.4K |
| Citadel | 32.2K | $1.89M | −$35.2K | Added$924.4K |
| Lido Advisors, LLC | 29.8K | $1.75M | $4.34K | Cut−$79K |
| &PARTNERS | 24.6K | $1.43M | −$101.5K | Added$582.5K |
| PFG Advisors | 24K | $1.41M | −$48.3K | Added$85.3K |
| MML INVESTORS SERVICES, LLC | 22.2K | $1.3M | −$46.1K | Added$36.7K |
| Stonebridge Financial Planning Group, LLC | 17.7K | $1.04M | −$39.2K | Cut−$80.2K |
| JANE STREET GROUP, LLC | 16.9K | $992.1K | −$14.1K | Added$603.3K |
| Gladstone Institutional Advisory LLC | 14.6K | $858.6K | −$32.3K | Cut−$32.3K |
| RCS Financial Planning, LLC | 13.8K | $810.4K | — | New |
| Integrated Advisors Network LLC | 13.2K | $773.3K | −$29.1K | Cut−$29.1K |
| Sunbelt Securities, Inc. | 12.5K | $735.1K | −$12.1K | Added$401.1K |
| Jaffetilchin Investment Partners, LLC | 12.1K | $710.8K | −$26.8K | Cut−$192K |
| Creative Planning | 11.3K | $662.8K | −$24K | Added$2.41K |
| Herold Advisors, Inc. | 11.1K | $651K | −$24.5K | Cut−$100.8K |
| BROWN, LISLE/CUMMINGS, INC. | 10.8K | $632.1K | −$23.8K | Cut−$37.6K |
| PRINCIPAL SECURITIES, INC. | 9.97K | $586.1K | −$22.1K | Cut−$28.2K |
| PKS Advisory Services, LLC | 9.53K | $560.2K | −$21.1K | Cut−$40.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9.35K | $553.2K | −$22.3K | Added$13.2K |
| Integrated Wealth Concepts LLC | 9.31K | $547.5K | −$20.3K | Cut−$12.3K |
| CDM FINANCIAL COUNSELING SERVICES, INC. | 7.85K | $461.6K | −$17.4K | Cut−$32.7K |
| Mutual Advisors, LLC | 7.78K | $457.4K | −$16.9K | Cut−$7.09K |
| Arkadios Wealth Advisors | 7.74K | $455K | −$17K | Cut−$14.8K |
| Beck Bode, LLC | 7.72K | $454.2K | −$17.1K | Cut−$95.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7.41K | $435.8K | −$16.4K | Cut−$48.6K |
| MERCER GLOBAL ADVISORS INC /ADV | 6.84K | $402.4K | — | New |
| LJI Wealth Management, LLC | 6.68K | $392.7K | −$14.8K | Cut−$14.8K |
| Sigma Planning Corp | 6.42K | $377.4K | −$14.2K | Cut−$14.9K |
| AXXCESS WEALTH MANAGEMENT, LLC | 6.34K | $372.6K | −$14K | Cut−$14K |
| Farther Finance Advisors, LLC | 5.61K | $331.6K | −$9.33K | Added$34.8K |
| NAPLES GLOBAL ADVISORS, LLC | 5.56K | $327.1K | −$12.3K | Cut−$12.3K |
| GOLDMAN SACHS GROUP INC | 5.37K | $316K | −$11.9K | Cut−$11.9K |
| INDEPENDENT FINANCIAL GROUP, LLC | 5.34K | $313.8K | −$11.8K | Cut−$10.8K |
| Equitable Holdings, Inc. | 4.86K | $296.3K | −$0 | Added$74.1K |
| CoreCap Advisors, LLC | 4.98K | $293.1K | −$10.2K | Added$12K |
| Fifth Third Securities, Inc. | 4.75K | $279.2K | −$10.5K | Cut−$73.9K |
| Snider Financial Group | 4.47K | $262.9K | −$9.91K | Cut−$118.2K |
| Mascoma Wealth Management LLC | 4.45K | $261.7K | −$9.85K | Cut−$9.08K |
| Csenge Advisory Group | 4.42K | $259.7K | −$9.7K | Cut−$8.23K |
| HBW ADVISORY SERVICES LLC | 4.34K | $255.2K | −$9.6K | Cut−$18.7K |
| Arax Advisory Partners | 4.33K | $254.6K | −$9.6K | Cut−$725.4K |
| Glass Jacobson Investment Advisors llc | 4.24K | $249.5K | −$9.39K | Cut−$7.92K |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 3.94K | $231.7K | −$8.74K | Cut−$59K |
| NWAM LLC | 3.89K | $229K | −$11.5K | Cut−$18.2K |
| ShoreHaven Wealth Partners, LLC | 3.79K | $223.2K | −$8.41K | Cut−$15.6K |
| MFA Wealth Services | 3.78K | $222.3K | −$8.39K | Cut−$8.22K |
| ST GERMAIN D J CO INC | 3.71K | $218.3K | −$8.23K | Cut−$8.23K |
| Western Wealth Management, LLC | 3.69K | $216.9K | — | New |
| LANDAAS & CO /WI /ADV | 3.66K | $215.2K | −$8.11K | Cut−$8.11K |
| NewEdge Advisors, LLC | 86.5K | $198.3K | −$5.08M | Cut−$5.08M |
| Cullen/Frost Bankers, Inc. | 3.24K | $190.8K | −$7.18K | Cut−$18K |
| WealthShield Partners, LLC | 3.21K | $188.5K | −$7.11K | Cut−$7.11K |
| ADG Wealth Management Group, LLC | 2.83K | $166.7K | — | New |
| Larson Financial Group LLC | 2.81K | $165.5K | −$6.11K | Cut−$3.29K |
| ROYAL BANK OF CANADA | 2.39K | $140K | −$5.1K | Added$16K |
| HARBOUR INVESTMENTS, INC. | 2.15K | $126.3K | −$1.2K | Added$93.9K |
| KERR FINANCIAL PLANNING Corp | 1.86K | $116.4K | $1.4K | Added$2.15K |
| WELLS FARGO & COMPANY/MN | 1.94K | $113.9K | −$2.41K | Added$46.8K |
| Darwin Wealth Management, LLC | 1.77K | $104K | −$3.87K | Cut−$3.28K |
| Allworth Financial LP | 1.66K | $97.8K | −$3.46K | Added$2.77K |
| IFP Advisors, Inc | 1.65K | $97.1K | −$3.64K | Cut−$3.23K |
| AdvisorNet Financial, Inc | 1.48K | $86.9K | −$3.28K | Cut−$3.1K |
| Advisory Services Network, LLC | 1.36K | $80.3K | — | New |
| Monetary Solutions, Ltd | 1.19K | $70K | −$2.64K | Cut−$2.64K |
| SHP Wealth Management | 1K | $58.8K | −$2.22K | Cut−$2.22K |
| Cornerstone Planning Group LLC | 883 | $55.9K | $967 | Added$4.95K |
| FIFTH THIRD BANCORP | 901 | $53K | — | New |
| Geneos Wealth Management Inc. | 800 | $47K | −$1.78K | Cut−$1.78K |
| AE Wealth Management LLC | 468 | $27.5K | −$1.04K | Cut−$1.04K |
| Colonial Trust Advisors | 451 | $26.5K | −$999 | Cut−$999 |
| Birchwood Financial Partners, Inc. | 432 | $25.4K | −$976 | Cut−$800 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 416 | $24.5K | −$922 | Cut−$922 |
| GAMMA Investing LLC | 403 | $23.7K | −$893 | Cut−$893 |
| Indiana Trust & Investment Management Co | 334 | $19.6K | — | New |
| TWIN PEAKS WEALTH ADVISORS, LLC | 333 | $19.6K | — | New |
| ASSETMARK, INC | 325 | $19.1K | −$696 | Cut−$49 |
| PRIVATE TRUST CO NA | 157 | $9.23K | −$348 | Cut−$4.92K |
| Qube Research & Technologies Ltd | 120 | $7.06K | −$187 | Added$1.93K |
| Cambridge Investment Research Advisors, Inc. | 92K | $5.41K | −$188 | Added$207 |
| Glen Eagle Advisors, LLC | 80 | $4.7K | −$178 | Cut−$178 |
| BANK OF MONTREAL /CAN/ | 75 | $4.41K | −$167 | Cut−$167 |
| Triumph Capital Management | 52 | $3.06K | −$115 | Cut−$115 |
| VANGUARD ADVISERS INC | 46 | $2.73K | — | Held |
| FLOW TRADERS U.S. LLC | 21.8K | $1.28K | −$48 | Cut−$170 |
| Roxbury Financial LLC | 14 | $830 | −$26 | Cut−$26 |
| Signature Equity Partners, LLC | 10 | $588 | −$22 | Cut−$22 |
| PARK AVENUE SECURITIES LLC | 8.73K | $513 | — | New |
| CX Institutional | 1.41K | $83 | −$3 | Cut−$3 |
Who left
- J.W. COLE ADVISORS, INC.$433.1K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$395K
- TRUIST FINANCIAL CORP$246.5K
- FLPUTNAM INVESTMENT MANAGEMENT CO$219.1K
- FLAGSHIP HARBOR ADVISORS, LLC$49.1K
- Cape Investment Advisory, Inc.$23.1K
- Concord Wealth Partners$16.2K
- Fairway Wealth LLC$2.44K
- WEDBUSH SECURITIES INC$201
- Migdal Insurance & Financial Holdings Ltd.$5
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.