Stock
Reported value
$6.28M
Holders
37
+6 new · −11 exited
Holders’ est. mark
−$3.79M
Price effect on 27 books still in the name
Largest holder
$1.46M
VANGUARD CAPITAL MANAGEMENT LLC
Notable conviction
Share of each notable manager’s 13F book.
- State Street0.0% · $153.1K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | $1.46M | — | Held |
| BlackRock, Inc. | 898.3K | $1.1M | −$1.05M | Cut−$1.05M |
| GEODE CAPITAL MANAGEMENT, LLC | 377.2K | $460.3K | −$360.8K | Cut−$273.6K |
| Smith Salley Wealth Management | 367.6K | $448.5K | −$433.8K | Cut−$433.8K |
| UBS Group AG | 335.2K | $408.9K | −$395.5K | Cut−$680K |
| Beacon Pointe Advisors, LLC | 247.5K | $301.9K | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 208.2K | $254K | −$164.2K | Cut−$80K |
| RITHOLTZ WEALTH MANAGEMENT | 208.2K | $254K | −$245.7K | Cut−$245.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 173.9K | $212.2K | −$205.2K | Cut−$208.2K |
| VANGUARD FIDUCIARY TRUST CO | 150.1K | $183.1K | — | Held |
| Sigma Planning Corp | 132.6K | $161.7K | −$72.7K | Added$13.8K |
| State Street | 125.5K | $153.1K | −$148.1K | Cut−$148.1K |
| RAYMOND JAMES FINANCIAL INC | 106K | $129.3K | −$120.4K | Cut−$115.7K |
| Spectrum Asset Management, Inc. (NB/CA) | 94.4K | $115.2K | −$111.4K | Cut−$111.4K |
| Cannon Financial Strategists, Inc. | 72.8K | $88.8K | −$85.9K | Cut−$85.9K |
| MORGAN STANLEY | 58.6K | $71.5K | −$69.1K | Cut−$76.4K |
| NORTHERN TRUST CORP | 58.2K | $71K | −$68.6K | Cut−$68.6K |
| STIFEL FINANCIAL CORP | 51K | $62.2K | −$60.2K | Cut−$60.2K |
| ADVISORY RESEARCH INC | 50K | $61K | −$59K | Cut−$59K |
| D'Orazio & Associates, Inc. | 49K | $59.8K | −$57.8K | Cut−$57.8K |
| Centiva Capital, LP | 34.7K | $42.3K | — | New |
| Activest Wealth Management | 34.2K | $41.7K | −$30.1K | Cut−$19.5K |
| Owls Nest Partners IA, LLC | 25K | $30.6K | — | New |
| TRUIST FINANCIAL CORP | 15K | $18.3K | −$17.7K | Cut−$17.7K |
| Vanguard Global Advisers, LLC | 13.3K | $16.2K | — | Held |
| XTX Topco Ltd | 11.9K | $14.5K | — | New |
| CIBC Bancorp USA Inc. | 10.6K | $13K | — | Held |
| HB Wealth Management, LLC | 10K | $12.2K | −$11.8K | Cut−$11.8K |
| HARBOUR INVESTMENTS, INC. | 9.25K | $11.3K | −$10.9K | Cut−$10.9K |
| Tower Research Capital LLC (TRC) | 7.36K | $8.98K | — | New |
| ROYAL BANK OF CANADA | 3K | $4K | −$3K | Cut−$3K |
| GHP Investment Advisors, Inc. | 2.5K | $3.05K | — | New |
| Blue Trust, Inc. | 1.93K | $2.35K | −$2.27K | Cut−$2.27K |
| Larson Financial Group LLC | 1.25K | $1.52K | −$1.48K | Cut−$1.48K |
| OSAIC HOLDINGS, INC. | 1K | $1.22K | −$1.18K | Cut−$1.18K |
| WELLS FARGO & COMPANY/MN | 1K | $1.22K | −$1.18K | Cut−$1.18K |
| CITIGROUP INC | 232 | $283 | −$1 | Added$281 |
Who left
- INSIGNEO ADVISORY SERVICES, LLC$73.5K
- JANE STREET GROUP, LLC$54.8K
- B. Riley Wealth Advisors, Inc.$36K
- Steward Partners Investment Advisory, LLC$26.4K
- Clarity Financial LLC$25.2K
- Texas Capital Bank Wealth Management Services Inc$24K
- Abound Wealth Management$3.84K
- NewEdge Advisors, LLC$2.4K
- JPMORGAN CHASE & CO$1.2K
- BANK OF AMERICA CORP /DE/$136
- Virtu Financial LLC$70
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.