Stock
Reported value
$177.1M
Holders
132
+15 new · −30 exited
Holders’ est. mark
−$9.44M
Price effect on 116 books still in the name
Largest holder
$17.7M
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 138.1K | $17.7M | −$1.09M | Cut−$11.3M |
| LPL Financial LLC | 102.1K | $13.1M | −$682.7K | Added$1.27M |
| WELLS FARGO & COMPANY/MN | 81.6K | $10.5M | −$641.5K | Cut−$9.04M |
| Fiduciary Planning LLC | 62.3K | $7.99M | −$442.1K | Added$331.5K |
| TWO SIGMA INVESTMENTS, LP | 59.1K | $7.58M | −$464.5K | Cut−$4.63M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 58.4K | $7.49M | −$295.2K | Added$2.38M |
| Legend Financial Advisors, Inc. | 55.5K | $7.12M | −$428.9K | Cut−$307.4K |
| ROYAL BANK OF CANADA | 46.2K | $5.92M | −$361.8K | Cut−$4.38M |
| Cavalier Investments, LLC | 46K | $5.9M | — | New |
| UBS Group AG | 43.3K | $5.56M | −$340.5K | Cut−$2.65M |
| JMAC ENTERPRISES LLC | 35K | $4.5M | −$267K | Cut−$129.7K |
| RFG Advisory, LLC | 34.9K | $4.48M | −$255.4K | Added$52.7K |
| LEE DANNER & BASS INC | 34.6K | $4.44M | −$271.8K | Cut−$357.6K |
| STIFEL FINANCIAL CORP | 32.2K | $4.13M | −$253K | Cut−$2.22M |
| MARTIN & CO INC /TN/ | 29.2K | $3.74M | −$219.4K | Cut−$59.8K |
| RAYMOND JAMES FINANCIAL INC | 28.8K | $3.69M | −$226.4K | Cut−$5.57M |
| BANK OF AMERICA CORP /DE/ | 28.1K | $3.61M | −$221K | Cut−$2.18M |
| Federation des caisses Desjardins du Quebec | 28.1K | $3.61M | −$220.9K | Cut−$3.23M |
| Cetera Investment Advisers | 20.7K | $2.66M | −$81.5K | Added$1.25M |
| Baird Financial Group, Inc. | 20.4K | $2.62M | — | New |
| SP Asset Management LLC | 19.2K | $2.46M | −$150.1K | Cut−$133.4K |
| GOLDMAN SACHS GROUP INC | 19.2K | $2.46M | −$150.8K | Cut−$489.1K |
| Advisory Services Network, LLC | 17.6K | $2.26M | −$138.3K | Cut−$2.02M |
| Hills Bank & Trust Co | 17.2K | $2.2M | −$121K | Added$105.8K |
| PFG Advisors | 15.1K | $1.94M | −$117.3K | Cut−$92.4K |
| Northstar Financial Companies, Inc. | 14.3K | $1.83M | −$54.2K | Added$894.3K |
| Citadel | 14.2K | $1.82M | — | New |
| Stonebridge Financial Planning Group, LLC | 14.1K | $1.81M | −$111.1K | Cut−$345.8K |
| Outlook Wealth Advisors, LLC | 11.5K | $1.47M | −$90.1K | Cut−$137.5K |
| CIBC WORLD MARKET INC. | 11K | $1.41M | −$86.6K | Cut−$103K |
| Delos Wealth Advisors, LLC | 10.8K | $1.38M | −$69.8K | Added$175.8K |
| OSAIC HOLDINGS, INC. | 10.6K | $1.37M | −$83.6K | Cut−$1.43M |
| HighTower Advisors, LLC | 10.1K | $1.3M | −$78.9K | Cut−$71.2K |
| Mariner, LLC | 9.99K | $1.28M | −$78.6K | Cut−$116.7K |
| Equitable Holdings, Inc. | 9.4K | $1.28M | −$160 | Added$43.8K |
| AlphaCore Capital LLC | 9.71K | $1.25M | −$76.3K | Cut−$588.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 9.46K | $1.21M | −$69.5K | Added$9.13K |
| Belpointe Asset Management LLC | 8.91K | $1.14M | −$48.7K | Added$298.4K |
| Arkadios Wealth Advisors | 7.64K | $979.9K | −$57.3K | Cut−$12.5K |
| Genesee Capital Advisors, LLC | 7.5K | $962K | −$59K | Cut−$131.8K |
| &PARTNERS | 6.38K | $816.6K | −$51.4K | Cut−$163.7K |
| Allworth Financial LP | 6.15K | $789.6K | −$48.4K | Cut−$137.6K |
| Composition Wealth, LLC | 6.08K | $780.2K | −$47.8K | Cut−$159.3K |
| LEUTHOLD GROUP, LLC | 5.79K | $742.3K | −$45.5K | Cut−$183K |
| JONES FINANCIAL COMPANIES LLLP | 5.71K | $716.8K | −$60.6K | Cut−$396.9K |
| SFMG, LLC | 5.11K | $655.3K | −$40.1K | Cut−$67.5K |
| Retirement Planning Co of New England, Inc. | 4.4K | $564K | −$33.8K | Cut−$21.9K |
| US BANCORP \DE\ | 4.23K | $542.3K | −$33.2K | Cut−$33.2K |
| Rockefeller Capital Management L.P. | 4K | $513.7K | −$18.3K | Added$196.6K |
| Redwood Financial Network Corp | 3.51K | $450.4K | −$25.3K | Added$11.7K |
| CARDIFF PARK ADVISORS, LLC | 3.5K | $449K | −$27.5K | Cut−$27.5K |
| TRANSCEND CAPITAL ADVISORS, LLC | 3.43K | $439.6K | −$22K | Added$59.1K |
| KKM Financial LLC | 3.21K | $437.3K | $0 | Held |
| STEPHENS INC /AR/ | 3.34K | $428.7K | −$26.3K | Cut−$35.5K |
| SONATA CAPITAL GROUP INC | 3.2K | $410.5K | −$25.2K | Cut−$38.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.15K | $404.8K | — | New |
| Csenge Advisory Group | 2.8K | $359.7K | −$21.9K | Cut−$19.3K |
| Tower Research Capital LLC (TRC) | 2.77K | $356K | −$21.8K | Cut−$52.7K |
| BIP Wealth, LLC | 2.75K | $352.2K | −$21.6K | Cut−$31.8K |
| Fidelity | 2.57K | $329.8K | −$20.2K | Cut−$21K |
| ENVESTNET ASSET MANAGEMENT INC | 2.45K | $314.3K | −$18.5K | Cut−$4.37K |
| Gateway Wealth Partners, LLC | 2.4K | $307.5K | — | New |
| Spire Wealth Management | 2.39K | $306.7K | −$18.7K | Cut−$50.7K |
| Larson Financial Group LLC | 2.38K | $305.7K | −$17.6K | Added$331 |
| Glenview Trust Co | 2.35K | $301.5K | −$18.5K | Cut−$18.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.33K | $299.5K | −$18.3K | Cut−$91.5K |
| Aptus Capital Advisors, LLC | 2.26K | $289.7K | −$17.7K | Cut−$66.1K |
| Summit Financial, LLC | 2.25K | $288.4K | −$17.7K | Cut−$26.9K |
| D. E. Shaw & Co., Inc. | 2.22K | $284.7K | −$15.1K | Added$23.4K |
| Fortis Capital Advisors, LLC | 2.21K | $283.5K | — | New |
| Creative Planning | 2.13K | $273.2K | −$16.5K | Cut−$13.9K |
| Odyssey Capital Advisors, Inc. | 2.13K | $272.9K | −$16.7K | Cut−$36K |
| FIRST HORIZON CORP | 2.04K | $261.5K | −$16K | Cut−$16K |
| IEQ CAPITAL, LLC | 2K | $256.6K | −$15.7K | Cut−$15.7K |
| Prospera Financial Services Inc | 1.96K | $251.9K | −$15.5K | Cut−$138.9K |
| Perigon Wealth Management, LLC | 1.94K | $248.6K | −$15.2K | Cut−$15.2K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1.91K | $244.4K | −$15K | Cut−$15K |
| AdvisorNet Financial, Inc | 1.9K | $243.6K | −$8.98K | Added$88.1K |
| Focus Partners Wealth | 1.78K | $228.1K | −$13.9K | Cut−$116.9K |
| Sowell Financial Services LLC | 1.76K | $226K | −$13.8K | Cut−$13.8K |
| Nova Wealth Management, Inc. | 1.7K | $218.2K | −$13.4K | Cut−$45.1K |
| Wealthfront Advisers LLC | 1.68K | $214.9K | −$12.5K | Cut−$912 |
| Councilmark Asset Management, LLC | 1.63K | $208.5K | −$12.8K | Cut−$12.8K |
| Regal Investment Advisors LLC | 1.62K | $208.3K | −$12.8K | Cut−$71.6K |
| Private Advisor Group, LLC | 1.61K | $206.7K | −$12.7K | Cut−$42.8K |
| Kestra Advisory Services, LLC | 1.56K | $200.2K | −$9.83K | Added$29.4K |
| Steward Partners Investment Advisory, LLC | 1.49K | $191.4K | −$11.7K | Cut−$13.9K |
| Russell Investments Group, Ltd. | 1.02K | $131K | −$6.99K | Added$9.95K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 992 | $127.3K | −$6.79K | Added$9.63K |
| NBC SECURITIES, INC. | 785 | $100.7K | −$6.17K | Cut−$6.17K |
| Harbor Asset Planning, Inc. | 749 | $96.1K | −$5.85K | Cut−$4.31K |
| BANK OF MONTREAL /CAN/ | 678 | $87K | −$5.27K | Cut−$5.81K |
| Vision Retirement, LLC | 645 | $82.7K | −$4.99K | Cut−$3.71K |
| Y.D. More Investments Ltd | 630 | $80.8K | −$4.95K | Cut−$4.95K |
| Bulwark Capital Corp | 585 | $75K | −$4.6K | Cut−$50.6K |
| Osbon Capital Management LLC | 452 | $57.9K | −$3.66K | Cut−$3.4K |
| NATIONAL BANK OF CANADA /FI/ | 440 | $56.4K | −$2.25K | Added$17.1K |
| Blue Trust, Inc. | 406 | $52.1K | −$78 | Added$50.8K |
| MAI Capital Management | 345 | $44.3K | −$2.71K | Cut−$2.71K |
| Copia Wealth Management | 332 | $42.6K | −$2.61K | Cut−$94.8K |
| Farther Finance Advisors, LLC | 333 | $42.5K | −$2.84K | Cut−$14.1K |
| Redwood Park Advisors LLC | 322 | $41.3K | −$2.49K | Cut−$1.85K |
| FINANCIAL CONSULATE, INC | 265 | $33.9K | −$2.16K | Cut−$1.52K |
| Sunbelt Securities, Inc. | 258 | $33.1K | −$2.03K | Cut−$2.03K |
| GGM Financials LLC | 246 | $31.6K | −$1.91K | Cut−$9.88M |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 225 | $28.8K | −$1.88K | Cut−$1.88K |
| Turtle Creek Wealth Advisors, LLC | 200 | $25.7K | — | New |
| Geneos Wealth Management Inc. | 200 | $25.7K | −$1.57K | Cut−$1.57K |
| ELEVATION WEALTH PARTNERS, LLC | 158 | $20.2K | −$1.29K | Cut−$908 |
| Founders Financial Alliance, LLC | 157 | $20.1K | — | New |
| Sound Income Strategies, LLC | 133 | $17K | −$341 | Cut−$341 |
| Team Financial Group, LLC | 110 | $14.1K | — | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 100 | $12.8K | −$786 | Cut−$786 |
| SIMPLEX TRADING, LLC | 78 | $10K | — | New |
| Golden State Equity Partners | 66 | $8.47K | — | New |
| AE Wealth Management LLC | 61 | $7.83K | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 55 | $7.06K | −$432 | Cut−$432 |
| DUNCKER STREETT & CO INC | 53 | $6.8K | −$417 | Cut−$417 |
| Clayton Financial Group LLC | 50 | $6.42K | −$393 | Cut−$393 |
| JPMORGAN CHASE & CO | 50 | $6.38K | −$438 | Cut−$847 |
| IFP Advisors, Inc | 43 | $5.52K | −$275 | Added$751 |
| Princeton Global Asset Management LLC | 40 | $5.13K | — | New |
| Newbridge Financial Services Group, Inc. | 37 | $4.75K | −$291 | Cut−$291 |
| Janney Montgomery Scott LLC | 31.6K | $4.06K | −$250 | Cut−$358 |
| High Note Wealth, LLC | 26 | $3.33K | −$149 | Cut−$149 |
| BLAIR WILLIAM & CO/IL | 22 | $2.82K | −$173 | Cut−$173 |
| Cambridge Investment Research Advisors, Inc. | 13.5K | $1.73K | −$107 | Cut−$274 |
| BANK HAPOALIM BM | 2.93K | $376 | −$23 | Cut−$23 |
| SG Americas Securities, LLC | 1.88K | $241 | −$15 | Cut−$15 |
| Lloyd Advisory Services, LLC. | 0 | $29 | — | New |
| Kingdom Financial Group LLC. | 0 | $29 | — | Cut−$2 |
| TSFG, LLC | 8 | $1 | — | New |
Who left
- Well Done, LLC$7.14M
- Capital Advisory Group Advisory Services, LLC$3.59M
- COTTONWOOD CAPITAL ADVISORS, LLC$3.56M
- JANE STREET GROUP, LLC$2.19M
- Concentric Capital Strategies, LP$1.83M
- ACCESS FINANCIAL SERVICES, INC.$741.9K
- Tepp RIA, LLC$625.7K
- IFG Advisory, LLC$619.6K
- WT Wealth Management$573.1K
- TFB Advisors LLC$334K
- ProCore Advisors, LLC$319.4K
- MML INVESTORS SERVICES, LLC$306K
- Interchange Capital Partners, LLC$280.5K
- Winthrop Advisory Group LLC$230.4K
- TRUIST FINANCIAL CORP$211.8K
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.