Stock
Reported value
$1.01B
Holders
148
+12 new · −11 exited
Holders’ est. mark
−$17M
Price effect on 134 books still in the name
Largest holder
$210.9M
STIFEL FINANCIAL CORP
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $2.09M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| STIFEL FINANCIAL CORP | 2.07M | $210.9M | −$2.87M | Added$25.7M |
| BANK OF AMERICA CORP /DE/ | 1.07M | $108.8M | −$1.71M | Cut−$2.4M |
| Henshaw Capital LLC | 774.4K | $78.8M | −$1.24M | Cut−$1.24M |
| Strategic Financial Services, Inc. | 383.5K | $39M | −$2.09M | Cut−$1.39M |
| GenTrust, LLC | 369.1K | $37.6M | −$590.4K | Cut−$751.4K |
| MORGAN STANLEY | 337.4K | $34.3M | −$513.3K | Added$1.17M |
| ENVESTNET ASSET MANAGEMENT INC | 313.5K | $31.9M | −$501.5K | Cut−$2.1M |
| D.A. DAVIDSON & CO. | 295.5K | $30.1M | −$472.8K | Cut−$1.7M |
| Calydon Capital | 283.9K | $28.9M | −$453.1K | Cut−$382.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 278.8K | $28.4M | −$407.9K | Added$2.02M |
| LPL Financial LLC | 269.7K | $27.4M | −$242.9K | Added$11.8M |
| HighTower Advisors, LLC | 264.4K | $26.9M | −$421.9K | Cut−$351.8K |
| Arkadios Wealth Advisors | 251.3K | $25.6M | −$382.2K | Added$885.5K |
| DAVIDSON INVESTMENT ADVISORS | 248.6K | $25.3M | −$375.3K | Added$1.06M |
| Private Advisory Group LLC | 207.1K | $21.1M | −$331.3K | Cut−$1.01M |
| Cetera Investment Advisers | 176.3K | $17.9M | −$272.2K | Added$352.6K |
| WELLS FARGO & COMPANY/MN | 168.2K | $17.1M | −$136.6K | Added$8.3M |
| Crews Bank & Trust | 145.4K | $14.8M | −$232.6K | Cut−$878.9K |
| Ironwood Financial, llc | 119.7K | $12.2M | −$592K | Cut−$719.4K |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 100K | $10.2M | −$160.2K | Cut−$160K |
| Swisher Financial Concepts, Inc. | 83.7K | $8.52M | −$133.9K | Cut−$316.2K |
| Financial Architects, LLC | 81.7K | $8.32M | −$122.9K | Added$376.3K |
| PALLADIEM, LLC | 79.3K | $8.31M | $43.7K | Added$29K |
| Cerity Partners LLC | 76.7K | $7.8M | −$20.9K | Added$6.46M |
| Genesis Wealth Advisors, LLC | 76.6K | $7.8M | −$116.8K | Added$245.2K |
| JPMORGAN CHASE & CO | 67.1K | $6.68M | −$193.4K | Added$1.54M |
| Sunbelt Securities, Inc. | 62.7K | $6.38M | −$79.2K | Added$1.26M |
| First Heartland Consultants, Inc. | 60.8K | $6.19M | −$94.7K | Added$74.3K |
| UBS Group AG | 54.9K | $5.58M | −$86.4K | Added$5.54K |
| Elmwood Wealth Management, Inc. | 45.7K | $4.65M | −$38.1K | Added$2.19M |
| ROYAL BANK OF CANADA | 40.9K | $4.16M | −$65.2K | Cut−$1.01M |
| Advisory Services Network, LLC | 39.8K | $4.05M | −$39.5K | Added$1.51M |
| Dynasty Wealth Management, LLC | 39.3K | $4M | −$30.9K | Added$2M |
| L2 Asset Management, LLC | 38.6K | $3.92M | −$61.4K | Cut−$43.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | 37.2K | $3.79M | −$51.3K | Added$473.2K |
| Farther Finance Advisors, LLC | 35.2K | $3.59M | −$43.7K | Added$6.86K |
| Corient Private Wealth LLC | 64.5K | $3.49M | −$1.71M | Cut−$100.7K |
| FIRST MANHATTAN CO. LLC. | 31.9K | $3.24M | −$40.3K | Added$641.5K |
| Stratos Investment Management, LLC | 27.8K | $2.83M | −$44K | Cut−$6.83K |
| Mariner, LLC | 25.5K | $2.6M | −$37.3K | Added$183.7K |
| LBMC INVESTMENT ADVISORS, LLC | 25K | $2.55M | −$18.1K | Added$1.38M |
| ZWJ INVESTMENT COUNSEL INC | 24.7K | $2.52M | −$11.5K | Added$1.77M |
| GOLDMAN SACHS GROUP INC | 23.8K | $2.43M | −$38.1K | Cut−$5.76M |
| Pembroke Management, LTD | 23.6K | $2.4M | −$37.8K | Cut−$37.8K |
| BlackRock, Inc. | 21.4K | $2.17M | −$34.2K | Cut−$7.2M |
| WESCAP Management Group, Inc. | 20.6K | $2.1M | −$29.7K | Added$179K |
| Fidelity | 20.5K | $2.09M | −$32.1K | Added$9.84K |
| XY Planning Network, Inc. | 19.9K | $2.03M | −$19.5K | Added$433.4K |
| SAGESPRING WEALTH PARTNERS, LLC | 19K | $1.93M | $1.79M | Cut−$2.2K |
| BROWN BROTHERS HARRIMAN & CO | 18.1K | $1.84M | — | New |
| Gotham Asset Management, LLC | 17.9K | $1.82M | −$23.9K | Added$276.8K |
| TRUIST FINANCIAL CORP | 17.6K | $1.79M | −$28.2K | Cut−$265.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 17.1K | $1.75M | −$66.7K | Cut−$753.5K |
| Selby Wealth Management, LLC | 16.6K | $1.69M | −$26.7K | Cut−$55.4K |
| SHUFRO ROSE & CO LLC | 16.2K | $1.65M | −$26K | Cut−$46.6K |
| KLINGENSTEIN FIELDS & CO LP | 16K | $1.63M | −$25.6K | Cut−$25.6K |
| CARY STREET PARTNERS FINANCIAL LLC | 15.6K | $1.59M | −$24.4K | Added$16.9K |
| RAYMOND JAMES FINANCIAL INC | 14.8K | $1.51M | −$22.5K | Added$55.8K |
| Bangor Savings Bank | 14.4K | $1.47M | −$23.1K | Cut−$1.13M |
| GSG Advisors LLC | 14.4K | $1.46M | −$22.9K | Cut−$19.6K |
| Gilbert Capital Group, Inc. | 14.4K | $1.46M | −$23K | Cut−$103.4K |
| JONES FINANCIAL COMPANIES LLLP | 14.5K | $1.45M | −$41.1K | Added$264.3K |
| OpenArc Corporate Advisory, LLC | 14K | $1.43M | −$15.3K | Added$435.2K |
| Goodman Financial Corp | 13.7K | $1.4M | −$13.9K | Added$499K |
| UNIQUE WEALTH, LLC | 13.7K | $1.39M | −$10.7K | Added$702.4K |
| Crescent Grove Advisors, LLC | 12.2K | $1.24M | −$14.5K | Added$307.6K |
| Benchmark Financial Wealth Advisors, LLC | 12K | $1.22M | −$19.1K | Cut−$86.2K |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 11.5K | $1.17M | −$18.4K | Cut−$119.2K |
| OSAIC HOLDINGS, INC. | 11.1K | $1.13M | −$17.7K | Cut−$3.44M |
| Sage Investment Counsel LLC | 10.7K | $1.09M | −$16.5K | Added$26.8K |
| Parallel Advisors, LLC | 10.6K | $1.08M | −$17K | Cut−$16.3K |
| Finley Financial, LLC | 10.6K | $1.07M | −$15.8K | Added$55.5K |
| Sharkey, Howes & Javer | 9.97K | $1.02M | −$16K | Cut−$16K |
| Dorsey & Whitney Trust CO LLC | 9.42K | $958.9K | −$15.1K | Cut−$15.1K |
| JANE STREET GROUP, LLC | 9.12K | $927.7K | — | New |
| McLean Asset Management Corp | 9.1K | $925.6K | −$45.7K | Cut−$45.7K |
| OneDigital Investment Advisors LLC | 8.83K | $898.7K | −$12.2K | Added$113.1K |
| WEBSTER BANK, N. A. | 8.45K | $859.9K | −$13.1K | Added$15.4K |
| Aspire Growth Partners LLC | 8.27K | $841.2K | −$13.2K | Cut−$10.3K |
| Delta Wealth Advisors LLC | 7.91K | $805.2K | −$12.7K | Cut−$83.7K |
| YHB Investment Advisors, Inc. | 7.7K | $783.6K | −$12.3K | Cut−$12.3K |
| Equitable Holdings, Inc. | 6.71K | $693.5K | −$1 | Added$89K |
| LCW Services, LLC | 6.67K | $678.5K | −$3.49K | Added$452.9K |
| PFG Advisors | 6.64K | $676.3K | −$10.6K | Cut−$9.35K |
| Farrell Financial LLC | 6.63K | $674.9K | −$10.6K | Cut−$11.7K |
| Miller Capital Partners, Inc. | 6.63K | $674.3K | −$10.6K | Cut−$10.6K |
| AMERIPRISE FINANCIAL INC | 6.59K | $670.7K | −$10.5K | Cut−$187.9K |
| Evolution Wealth Advisors, LLC | 6.43K | $654K | −$10.3K | Cut−$10.3K |
| REGATTA CAPITAL GROUP, LLC | 5.75K | $585.1K | −$9.2K | Cut−$9.2K |
| Bay Capital Advisors, LLC | 5.5K | $559.7K | −$8.8K | Cut−$8.8K |
| Centerline Wealth Advisors, LLC | 4.85K | $493.9K | — | New |
| Cornerstone Wealth Management, LLC | 4.69K | $477.1K | −$7.43K | Cut−$21.7K |
| 71 West Capital Partners | 4.55K | $463.5K | — | New |
| Rockefeller Capital Management L.P. | 4.53K | $460.5K | −$7.24K | Cut−$7.24K |
| WealthShield Partners, LLC | 4.41K | $448.3K | −$7.05K | Cut−$12.9K |
| FIFTH THIRD BANCORP | 3.58K | $364K | — | New |
| MGO Private Wealth, LLC | 3.51K | $357.3K | −$5.62K | Cut−$2.29M |
| WealthTrust Axiom LLC | 3.41K | $347.4K | −$3.96K | Added$92.5K |
| Creekside Partners | 3.17K | $322.1K | −$3.69K | Added$83.8K |
| BANK OF MONTREAL /CAN/ | 3.11K | $316.1K | −$4.14K | Added$48.5K |
| Wealthspire Advisors, LLC | 2.95K | $299.8K | −$4.71K | Cut−$4.71K |
| One Day In July LLC | 2.92K | $297.5K | −$4.41K | Added$12.8K |
| Focus Partners Wealth | 2.87K | $292.2K | −$4.6K | Cut−$4.5K |
| Sanctuary Advisors, LLC | 2.52K | $256K | −$3.81K | Added$9.62K |
| Vontobel Holding Ltd. | 2.51K | $255.7K | −$4.02K | Cut−$4.02K |
| DAVIDSON TRUST CO | 2.5K | $254.6K | −$4K | Cut−$4K |
| Robertson Stephens Wealth Management, LLC | 2.49K | $253.8K | −$4.01K | Cut−$3.1K |
| Moors & Cabot, Inc. | 2.45K | $249.2K | −$3.92K | Cut−$3.92K |
| OAK HARBOR WEALTH PARTNERS, LLC | 2.31K | $234.7K | −$3.69K | Cut−$3.69K |
| D. E. Shaw & Co., Inc. | 2.3K | $234.5K | −$3.69K | Cut−$3.69K |
| Creative Planning | 2.05K | $208.3K | −$3.27K | Cut−$3.27K |
| BLAIR WILLIAM & CO/IL | 1.93K | $195.9K | −$3.08K | Cut−$3.08K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.77K | $179.9K | −$1.23K | Added$100.7K |
| Tower Research Capital LLC (TRC) | 1.72K | $175.3K | — | New |
| Clearstead Advisors, LLC | 1.45K | $147.4K | −$2.32K | Cut−$2.32K |
| SIGNATUREFD, LLC | 1.11K | $113.1K | −$1.78K | Cut−$1.78K |
| CWM, LLC | 1.08K | $109.7K | $105.5K | Added$109.6K |
| CALDWELL SUTTER CAPITAL, INC. | 986 | $100.3K | −$440 | Added$71.9K |
| AlphaCore Capital LLC | 973 | $99.1K | −$1.51K | Cut−$1.21K |
| NATIONAL BANK OF CANADA /FI/ | 950 | $96.6K | — | New |
| ASSETMARK, INC | 802 | $81.6K | −$1.28K | Cut−$138.4K |
| Harbor Asset Planning, Inc. | 751 | $76.4K | −$1.17K | Cut−$967 |
| Arax Advisory Partners | 670 | $68.1K | −$166 | Added$57.8K |
| Western Wealth Management, LLC | 643 | $65.4K | — | New |
| Qube Research & Technologies Ltd | 441 | $44.9K | −$705 | Cut−$78.1K |
| LAZARD ASSET MANAGEMENT LLC | 404 | $41.1K | −$646 | Cut−$646 |
| Aptus Capital Advisors, LLC | 305 | $31K | −$440 | Added$2.61K |
| Bogart Wealth, LLC | 291 | $29.6K | −$383 | Added$4.81K |
| Gallagher Fiduciary Advisors, LLC | 308.1K | $23.4K | −$333.1K | Cut−$310K |
| WFA of San Diego, LLC | 165 | $16.8K | −$264 | Cut−$264 |
| ALBION FINANCIAL GROUP /UT | 100 | $10.2K | — | New |
| Virginia Estate & Retirement Planning Advisors Inc. | 158 | $7.2K | — | Held |
| NewEdge Advisors, LLC | 5.25K | $5.25K | −$537.3K | Cut−$537.3K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 50 | $5.11K | −$63 | Cut−$63 |
| Allworth Financial LP | 40 | $4.07K | −$64 | Cut−$64 |
| Larson Financial Group LLC | 30 | $3.05K | — | New |
| Glassman Wealth Services | 30 | $3.05K | −$48 | Cut−$48 |
| 1620 INVESTMENT ADVISORS, INC. | 19 | $1.93K | −$27 | Added$177 |
| CITIGROUP INC | 19 | $1.93K | −$30 | Cut−$30 |
| BESSEMER GROUP INC | 15.7K | $1.59K | −$24 | Cut−$198 |
| VANGUARD ADVISERS INC | 13 | $1.35K | — | Held |
| CoreCap Advisors, LLC | 11 | $1.12K | −$18 | Cut−$18 |
| Capital Analysts, LLC | 8.09K | $824 | −$12 | Cut−$12 |
| Cambridge Investment Research Advisors, Inc. | 6.27K | $638 | −$10 | Cut−$31 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | $407 | — | New |
| CENTAURUS FINANCIAL, INC. | 1.65K | $167 | −$3 | Cut−$3 |
| Russell Investments Group, Ltd. | 1 | $102 | — | New |
| HAZLETT, BURT & WATSON, INC. | 191 | $20 | $0 | Held |
Who left
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.36M
- Citadel$2.44M
- CAPTRUST FINANCIAL ADVISORS$266K
- AXXCESS WEALTH MANAGEMENT, LLC$209.5K
- HM PAYSON & CO$206.7K
- John W. Brooker & Co., CPAs$201.5K
- Kestra Advisory Services, LLC$170.6K
- Concord Wealth Partners$155.1K
- United Community Bank$22K
- Kohmann Bosshard Financial Services, LLC$12.6K
- Cape Investment Advisory, Inc.$8.58K
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.