Stock
Reported value
$23.6M
Holders
37
+8 new · −2 exited
Holders’ est. mark
$1.72M
Price effect on 29 books still in the name
Largest holder
$3.89M
LPL Financial LLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $514K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| LPL Financial LLC | 80.6K | $3.89M | $321.7K | Cut−$1.95M |
| Concord Wealth Partners | 71.2K | $3.44M | $266.4K | Added$478.5K |
| Concord Asset Management, LLC/VA | 69.8K | $3.37M | $262.5K | Added$455.3K |
| Focus Partners Wealth | 46.2K | $2.23M | $184.2K | Cut−$4.05K |
| SCOTIA CAPITAL INC. | 41K | $1.98M | $163.5K | Added$161.3K |
| Old Port Advisors | 38K | $1.83M | $151.4K | Cut−$310.9K |
| JANE STREET GROUP, LLC | 22.7K | $1.09M | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15.3K | $740.6K | $61.2K | Cut−$328.5K |
| BOURGEON CAPITAL MANAGEMENT LLC | 14.9K | $719.9K | $59.5K | Cut−$41.1K |
| OSAIC HOLDINGS, INC. | 14.6K | $703.6K | $2.47K | Added$676K |
| BANK OF AMERICA CORP /DE/ | 13.8K | $666K | $38.6K | Added$237.3K |
| Visionary Horizons, LLC | 13.2K | $634.9K | $52.5K | Added$29.2K |
| RAYMOND JAMES FINANCIAL INC | 11.9K | $573.1K | $24.6K | Added$300K |
| Citadel | 10.6K | $514K | $42.5K | Cut−$158.6K |
| Leo Wealth, LLC | 9.71K | $468.5K | $38.7K | Added$29.3K |
| HC Advisors, LLC | 5.93K | $286.4K | $23.7K | Cut−$22.2K |
| JONES FINANCIAL COMPANIES LLLP | 1.99K | $93.9K | $3.85K | Added$37.9K |
| Steward Partners Investment Advisory, LLC | 1.23K | $59.1K | — | New |
| Grove Bank & Trust | 1K | $48.3K | $3.99K | Added$3.99K |
| MORGAN STANLEY | 919 | $44.4K | $3.68K | Added$3.68K |
| AdvisorNet Financial, Inc | 900 | $43.4K | $3.59K | Added$3.59K |
| Bogart Wealth, LLC | 836 | $40.3K | $3.33K | Added$3.33K |
| Triumph Capital Management | 675 | $32.6K | $2.69K | Added$2.69K |
| Parkside Financial Bank & Trust | 396 | $19.1K | — | New |
| TD Waterhouse Canada Inc. | 265 | $12.9K | — | New |
| Farther Finance Advisors, LLC | 243 | $11.8K | $1.06K | Added$1.06K |
| BANK OF MONTREAL /CAN/ | 200 | $9.65K | — | New |
| ROYAL BANK OF CANADA | 180 | $9K | $1K | Added$1K |
| UBS Group AG | 148 | $7.14K | — | New |
| Rockefeller Capital Management L.P. | 130 | $6.27K | $518 | Added$518 |
| NATIONAL BANK OF CANADA /FI/ | 100 | $4.83K | $403 | Added$403 |
| HARBOUR INVESTMENTS, INC. | 67 | $3.23K | $268 | Added$268 |
| WestEnd Advisors, LLC | 42 | $2.03K | $167 | Added$167 |
| FLOW TRADERS U.S. LLC | 32.1K | $1.55K | $85 | Added$611 |
| VIRTUS ADVISERS, LLC | 18 | $869 | — | New |
| Cambridge Investment Research Advisors, Inc. | 4.53K | $219 | — | New |
| WELLS FARGO & COMPANY/MN | 1 | $34 | $9 | Added$9 |
Who left
- GOLDMAN SACHS GROUP INC$485.5K
- SouthState Bank Corp$38.7K
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.