Stock
Reported value
$139.1M
Holders
45
+4 new · −6 exited
Holders’ est. mark
$5.54M
Price effect on 40 books still in the name
Largest holder
$26.5M
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $46K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 717K | $26.5M | — | Held |
| WELLS FARGO & COMPANY/MN | 448.1K | $16.5M | $871.7K | Added$2.52M |
| BANK OF AMERICA CORP /DE/ | 412.3K | $15.2M | $775.9K | Added$2.74M |
| MORGAN STANLEY | 361.1K | $13.3M | $758.2K | Added$1.13M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 302.1K | $11.2M | $652.6K | Added$592.7K |
| Pictet Asset Management Holding SA | 265.5K | $9.8M | $573.5K | Cut−$2.43M |
| Vertex Planning Partners, LLC | 185.3K | $6.84M | $400.2K | Added$378.9K |
| Friedenthal Financial | 136.7K | $5.05M | $295.4K | Added$294.9K |
| ENVESTNET ASSET MANAGEMENT INC | 134.4K | $4.96M | $61.7K | Added$3.97M |
| Cetera Investment Advisers | 116.4K | $4.3M | $250.2K | Added$272.3K |
| TRUIST FINANCIAL CORP | 105.6K | $3.9M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 96.3K | $3.56M | $156.4K | Added$1.04M |
| KINGSWOOD WEALTH ADVISORS, LLC | 77.7K | $2.87M | — | New |
| LPL Financial LLC | 67.7K | $2.5M | $119.4K | Added$578.1K |
| Forefront Analytics, LLC | 58.5K | $2.16M | $126.4K | Added$69.8K |
| AMERIPRISE FINANCIAL INC | 40.9K | $1.51M | $51.5K | Added$638.3K |
| Savant Capital, LLC | 35.1K | $1.3M | $75.9K | Added$75.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32.5K | $1.2M | — | New |
| UBS Group AG | 26.9K | $992.8K | $58.1K | Cut−$3.41K |
| Wealth Preservation Advisors, LLC | 19.2K | $707.5K | $37.7K | Added$101.1K |
| TIAA TRUST, NATIONAL ASSOCIATION | 17.7K | $652.5K | $38.2K | Cut−$22.1M |
| Wharton Business Group, LLC | 16.3K | $601.8K | $35.2K | Cut−$7.37K |
| Advisory Services Network, LLC | 10.7K | $396.4K | $23.2K | Cut−$19.7K |
| RAYMOND JAMES FINANCIAL INC | 9.98K | $368.6K | $21.6K | Added$642 |
| Prospera Financial Services Inc | 9.78K | $360.9K | $21.1K | Added$21.1K |
| OSAIC HOLDINGS, INC. | 9.1K | $336K | $19.7K | Cut−$719.9K |
| HighTower Advisors, LLC | 8.91K | $329.1K | $19.3K | Added$19.3K |
| Cranbrook Wealth Management, LLC | 8.17K | $301.7K | $17.7K | Added$17.7K |
| Atria Investments, Inc | 7.36K | $271.7K | $15.9K | Cut−$2.53K |
| BLAIR WILLIAM & CO/IL | 6.88K | $254K | $14.9K | Added$14.9K |
| ROYAL BANK OF CANADA | 4.55K | $168K | $10K | Added$10K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3.77K | $139.4K | $8.15K | Added$8.15K |
| BANK OF MONTREAL /CAN/ | 3K | $110.8K | $6.48K | Added$6.48K |
| Golden State Wealth Management, LLC | 2.98K | $109.9K | $6.43K | Cut−$42K |
| Harbor Asset Planning, Inc. | 2.03K | $74.9K | $4.38K | Added$4.38K |
| AE Wealth Management LLC | 1.43K | $52.9K | $3.1K | Added$2.65K |
| Fidelity | 1.25K | $46K | $2.63K | Added$3.85K |
| Triumph Capital Management | 700 | $25.8K | $1.51K | Added$1.51K |
| Strategic Wealth Partners, Ltd. | 614 | $22.7K | $1.33K | Added$1.33K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 550 | $20.3K | — | New |
| Whipplewood Advisors, LLC | 358 | $13.2K | $773 | Added$773 |
| ASSETMARK, INC | 303 | $11.2K | $655 | Added$655 |
| NATIONAL BANK OF CANADA /FI/ | 212 | $7.83K | $458 | Added$458 |
| JONES FINANCIAL COMPANIES LLLP | 128 | $4.59K | $140 | Added$140 |
| PARK AVENUE SECURITIES LLC | 13.6K | $501 | $29 | Added$46 |
Who left
- MML INVESTORS SERVICES, LLC$530.2K
- Citadel$475K
- OLD MISSION CAPITAL LLC$250.4K
- Kestra Advisory Services, LLC$21K
- OPTIMA CAPITAL LLC$3.72K
- SYM FINANCIAL Corp$2.5K
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.