Stock
Reported value
$101.3M
Holders
60
+5 new · −6 exited
Holders’ est. mark
−$494.3K
Price effect on 55 books still in the name
Largest holder
$21.8M
Destination Wealth Management
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $6.13K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Destination Wealth Management | 209.6K | $21.8M | −$106.7K | Added$750.6K |
| BANK OF AMERICA CORP /DE/ | 113.6K | $11.8M | −$58.3K | Added$335.1K |
| OneDigital Investment Advisors LLC | 106.6K | $11.1M | −$55.4K | Added$159.1K |
| JPMORGAN CHASE & CO | 93.4K | $9.71M | −$62.9K | Added$1.05M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 92.4K | $9.63M | −$18.9K | Added$5.89M |
| US BANCORP \DE\ | 32.7K | $3.4M | −$17.3K | Cut−$81.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 29.9K | $3.11M | −$26.8K | Added$265.4K |
| KEYBANK NATIONAL ASSOCIATION/OH | 27.4K | $2.85M | −$14.4K | Added$139 |
| Sanctuary Advisors, LLC | 26.4K | $2.75M | −$14K | Cut−$87.6K |
| KELLY FINANCIAL GROUP LLC | 24.4K | $2.54M | −$12.9K | Cut−$11K |
| JANE STREET GROUP, LLC | 23.5K | $2.45M | −$11.4K | Added$194.2K |
| WELLS FARGO & COMPANY/MN | 19.2K | $2M | −$9.65K | Added$89.8K |
| Biondo Investment Advisors, LLC | 16.7K | $1.74M | −$8.25K | Added$114.5K |
| Beirne Wealth Consulting Services, LLC | 15.6K | $1.62M | −$6.64K | Added$317.3K |
| WESBANCO BANK INC | 13.5K | $1.41M | −$7.16K | Cut−$35.5K |
| ENVESTNET ASSET MANAGEMENT INC | 11K | $1.15M | −$3.71K | Added$403.6K |
| LPL Financial LLC | 9.57K | $996.5K | −$5.07K | Cut−$86.6K |
| Cetera Investment Advisers | 8.74K | $910.2K | −$3.59K | Added$199.2K |
| D L CARLSON INVESTMENT GROUP INC | 7.01K | $730K | −$3.72K | Cut−$3.71K |
| MORGAN STANLEY | 5.32K | $554.3K | −$2.78K | Cut−$8.22M |
| WorthPointe, LLC | 4.85K | $504.8K | −$2.53K | Cut−$166.2K |
| SILVER OAK SECURITIES, INCORPORATED | 4.67K | $486.4K | −$4.04K | Cut−$10.7K |
| DAVENPORT & Co LLC | 4.49K | $467.5K | −$1.76K | Added$121.5K |
| CAPTRUST FINANCIAL ADVISORS | 4.37K | $455.4K | −$2.14K | Added$33.6K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 3.97K | $411.7K | −$3.99K | Cut−$17.1K |
| GERMAN AMERICAN BANCORP, INC. | 3.94K | $410.1K | −$2.09K | Cut−$2.09K |
| AMG National Trust Bank | 3.83K | $399.5K | −$1.3K | Added$143K |
| UBS Group AG | 3.82K | $398.2K | −$2.03K | Cut−$2.03K |
| ROYAL BANK OF CANADA | 3.6K | $375K | −$1.47K | Added$8K |
| TSA Wealth Managment LLC | 3.52K | $366.3K | −$1.86K | Cut−$11.6K |
| TRUIST FINANCIAL CORP | 3.45K | $359.4K | −$1.73K | Added$18.1K |
| 5T Wealth, LLC | 3.45K | $359.3K | −$1.83K | Cut−$11.8K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 3.3K | $343.3K | −$1.75K | Cut−$1.75K |
| Sigma Planning Corp | 3.27K | $340.9K | −$1.69K | Cut−$1.69K |
| Procyon Advisors, LLC | 3.27K | $340.5K | −$1.73K | Cut−$51.3K |
| KICKSTAND VENTURES, LLC. | 2.95K | $307.5K | −$1.56K | Cut−$10.8K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.68K | $278.8K | −$1.22K | Added$115.9K |
| Integrated Wealth Concepts LLC | 2.67K | $278.5K | — | New |
| Prime Capital Investment Advisors, LLC | 2.6K | $271.4K | — | New |
| Modern Wealth Management, LLC | 2.52K | $261.7K | −$2.24K | Cut−$70.1K |
| Csenge Advisory Group | 2.2K | $229.3K | −$1.17K | Cut−$2.21K |
| Shared Vision Wealth Group LLC | 2.1K | $218.3K | −$2.1K | Cut−$65.2K |
| First National Trust Co | 2K | $208.3K | −$1.06K | Cut−$1.06K |
| Wilmington Savings Fund Society, FSB | 1.69K | $176K | −$896 | Cut−$896 |
| ASSETMARK, INC | 1.57K | $163.1K | −$830 | Cut−$35.5K |
| Farther Finance Advisors, LLC | 1.13K | $117K | −$915 | Added$7.81K |
| JONES FINANCIAL COMPANIES LLLP | 987 | $102K | −$27 | Added$99.9K |
| Ashton Thomas Private Wealth, LLC | 896 | $93.3K | — | New |
| TWIN PEAKS WEALTH ADVISORS, LLC | 816 | $85K | — | New |
| BANK OF MONTREAL /CAN/ | 423 | $44.1K | −$140 | Cut−$5.48K |
| FIRST UNITED BANK & TRUST | 375 | $39.1K | −$199 | Cut−$12.8K |
| BLAIR WILLIAM & CO/IL | 323 | $33.6K | −$171 | Cut−$12.4K |
| CoreCap Advisors, LLC | 112 | $11.7K | −$59 | Cut−$59 |
| HARBOUR INVESTMENTS, INC. | 65 | $6.77K | −$35 | Cut−$35 |
| Fidelity | 59 | $6.13K | −$13 | Cut−$221 |
| AE Wealth Management LLC | 18 | $1.88K | −$10 | Cut−$10 |
| Legacy Wealth Managment, LLC/ID | 17 | $1.77K | −$9 | Cut−$9 |
| Rockefeller Capital Management L.P. | 15 | $1.56K | −$8 | Cut−$15.7K |
| FLOW TRADERS U.S. LLC | 2.73K | $284 | — | New |
| HUNTINGTON NATIONAL BANK | 1 | $104 | −$1 | Cut−$1 |
Who left
- Citadel$379.9K
- Bryn Mawr Trust Advisors, LLC$259.4K
- Focus Financial Network, Inc.$213.1K
- OSAIC HOLDINGS, INC.$46K
- Kestra Advisory Services, LLC$41.4K
- TOTH FINANCIAL ADVISORY CORP$4.5K
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.