Stock
Reported value
$395.3M
Holders
194
+17 new · −19 exited
Holders’ est. mark
−$42.1M
Price effect on 175 books still in the name
Largest holder
$42.9M
Phoenix Financial Ltd.
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 |
|---|---|---|---|---|
| Phoenix Financial Ltd. | 1.03M | $42.9M | −$161.2K | Added$41.6M |
| Sather Financial Group Inc | 1.02M | $42.6M | −$5.54M | Cut−$998.4K |
| MORGAN STANLEY | 810.6K | $33.9M | −$4.37M | Cut−$487.6K |
| ROYAL BANK OF CANADA | 574.4K | $24M | −$3.02M | Added$252K |
| ELEMENT POINTE ADVISORS, LLC | 444.6K | $18.6M | −$2.47M | Cut−$839.1K |
| BANK OF AMERICA CORP /DE/ | 389.1K | $16.3M | −$2.17M | Cut−$793.8K |
| TWO SIGMA INVESTMENTS, LP | 376.8K | $15.8M | — | New |
| Kingsview Wealth Management, LLC | 359.9K | $15.1M | −$1.93M | Cut−$154.7K |
| WELLS FARGO & COMPANY/MN | 355K | $14.9M | −$2.16M | Cut−$2.33M |
| BNP PARIBAS FINANCIAL MARKETS | 350K | $14.6M | −$2.13M | Cut−$4.58M |
| Wharton Business Group, LLC | 335.8K | $14.1M | −$2.05M | Cut−$2.05M |
| Bank of New York Mellon Corp | 251K | $10.5M | −$1.16M | Added$1.38M |
| GOLDMAN SACHS GROUP INC | 221.8K | $9.28M | −$595.9K | Added$4.59M |
| LPL Financial LLC | 221.1K | $9.25M | −$1.35M | Cut−$1.87M |
| Cetera Investment Advisers | 198.1K | $8.29M | −$1.21M | Cut−$1.86M |
| ENVESTNET ASSET MANAGEMENT INC | 163.9K | $6.86M | −$807.9K | Added$503.1K |
| UBS Group AG | 154.1K | $6.45M | −$938.6K | Cut−$7.41M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 116.7K | $4.89M | −$666.8K | Cut−$361.3K |
| STIFEL FINANCIAL CORP | 114.9K | $4.81M | −$78.9K | Added$4.19M |
| MERCER GLOBAL ADVISORS INC /ADV | 111.9K | $4.69M | −$682K | Cut−$1.42M |
| Sage Advisory Services, Ltd.Co. | 104.7K | $4.38M | −$573.4K | Cut−$132K |
| AMERIPRISE FINANCIAL INC | 101.1K | $4.23M | −$616.1K | Cut−$1.37M |
| MARTIN & CO INC /TN/ | 88.8K | $3.72M | −$536.3K | Cut−$505.5K |
| Merit Financial Group, LLC | 84.8K | $3.55M | −$516.8K | Cut−$518.8K |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 81.8K | $3.4M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 61.4K | $2.57M | −$374.3K | Cut−$379.4K |
| Tower Research Capital LLC (TRC) | 59.9K | $2.51M | −$50.8K | Added$2.11M |
| RAYMOND JAMES FINANCIAL INC | 54.2K | $2.27M | −$330.5K | Cut−$1.04M |
| JPMORGAN CHASE & CO | 40.2K | $1.65M | −$280.1K | Cut−$1.81M |
| Rockefeller Capital Management L.P. | 37.9K | $1.59M | −$211.8K | Cut−$79.3K |
| Beacon Pointe Advisors, LLC | 36.4K | $1.52M | −$136.6K | Added$448.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34.5K | $1.44M | −$210.2K | Cut−$896.4K |
| OSAIC HOLDINGS, INC. | 32.1K | $1.34M | −$179.4K | Cut−$66.8K |
| LEUTHOLD GROUP, LLC | 32K | $1.34M | −$194.8K | Cut−$1.43M |
| Creative Planning | 31.8K | $1.33M | −$193.6K | Cut−$242.1K |
| Citadel | 31.7K | $1.33M | −$161.3K | Added$57.9K |
| Kestra Advisory Services, LLC | 31.1K | $1.3M | −$156K | Added$75K |
| Point72 Asset Management, L.P. | 29.1K | $1.22M | −$158.1K | Cut−$27.2K |
| HighTower Advisors, LLC | 29.1K | $1.22M | −$177.2K | Cut−$416.2K |
| Hills Bank & Trust Co | 28.4K | $1.19M | −$172.8K | Cut−$201.3K |
| JONES FINANCIAL COMPANIES LLLP | 27.5K | $1.13M | −$190K | Cut−$206.8K |
| TRUIST FINANCIAL CORP | 24K | $1.01M | −$142.1K | Cut−$112.3K |
| TRUST CO OF TOLEDO NA /OH/ | 23.7K | $993.5K | −$144.6K | Cut−$144.6K |
| Fidelity | 23.7K | $990.9K | −$116.4K | Added$74.8K |
| Jefferies Financial Group Inc. | 22.4K | $939.4K | −$120K | Cut−$5.2K |
| Quadrature Capital Ltd | 21.8K | $914.3K | −$133.1K | Cut−$12.2M |
| GTS SECURITIES LLC | 20.6K | $863.2K | — | New |
| Sowell Financial Services LLC | 20.2K | $843.6K | −$122.8K | Cut−$122.8K |
| Cerity Partners LLC | 19.4K | $810.3K | −$91.9K | Added$87.6K |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 15.3K | $638.3K | $637.5K | Added$637.5K |
| INVESTMENT HOUSE LLC | 15.1K | $630.1K | −$90.3K | Cut−$80.2K |
| HARBOUR INVESTMENTS, INC. | 14.4K | $603.4K | −$39.6K | Added$291.6K |
| Mariner, LLC | 14.4K | $603.4K | −$52K | Added$194.2K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 14.3K | $598.7K | −$87.2K | Cut−$87.4K |
| SCOTIA CAPITAL INC. | 14.2K | $595.4K | −$84.5K | Cut−$71.6K |
| NEUBERGER BERMAN GROUP LLC | 13.7K | $571.4K | −$83.2K | Cut−$83.2K |
| JANE STREET GROUP, LLC | 13.6K | $569.3K | — | New |
| Sava Infond d.o.o. | 13.6K | $568.3K | −$82.7K | Cut−$205.9K |
| Wisconsin Wealth Advisors, LLC | 13.1K | $547.6K | −$79.5K | Cut−$78K |
| PRINCIPAL SECURITIES, INC. | 13K | $542.3K | −$75.6K | Cut−$52.9K |
| Federation des caisses Desjardins du Quebec | 12.6K | $526.1K | −$76.6K | Cut−$8.85M |
| Evanson Asset Management, LLC | 12.3K | $514K | −$74.7K | Cut−$73.5K |
| Focus Partners Wealth | 11.9K | $496.3K | −$72.2K | Cut−$376.9K |
| Caprock Group, LLC | 11.4K | $479.2K | −$69.8K | Cut−$69.8K |
| MAI Capital Management | 11.1K | $465.6K | −$67.8K | Cut−$268K |
| Voya Financial Advisors, Inc. | 10.8K | $441.3K | −$72.2K | Cut−$45.2K |
| NORTHLAND SECURITIES, INC. | 10.5K | $440.1K | −$64.1K | Cut−$132.3K |
| Cresset Asset Management, LLC | 10.3K | $430.2K | −$62.6K | Cut−$62.6K |
| Urban Wealth Management, LLC | 10.2K | $427.7K | −$62.3K | Cut−$62.3K |
| First Heartland Consultants, Inc. | 10.1K | $421.3K | −$61.3K | Cut−$81.9K |
| Iowa State Bank | 10K | $418.5K | −$60.9K | Cut−$60.9K |
| Fifth Third Securities, Inc. | 9.66K | $404.5K | −$56.4K | Cut−$39.6K |
| IEQ CAPITAL, LLC | 9.54K | $399.5K | −$58.1K | Cut−$58.1K |
| Corient Private Wealth LLC | 9.42K | $394.1K | −$52.3K | Cut−$17.4K |
| Steward Partners Investment Advisory, LLC | 9.02K | $377.5K | −$55K | Cut−$347.9K |
| GARRISON POINT ADVISORS, LLC | 8.86K | $370.8K | −$54K | Cut−$58.8K |
| Equitable Holdings, Inc. | 7.51K | $360K | $0 | Added$31.4K |
| FIRST HORIZON CORP | 8.5K | $355.7K | −$51.8K | Cut−$51.8K |
| IMC-Chicago, LLC | 8.3K | $347.4K | — | New |
| Advisory Services Network, LLC | 8.27K | $346K | −$50.4K | Cut−$64.1K |
| MML INVESTORS SERVICES, LLC | 8.11K | $339.4K | −$49.4K | Cut−$225.6K |
| Purkiss Capital Advisors LLC | 8.09K | $338.7K | −$42.1K | Added$7.86K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 8.08K | $338K | −$49.2K | Cut−$137.8K |
| TRITONPOINT WEALTH, LLC | 8K | $334.8K | −$48.7K | Cut−$48.7K |
| U.S. Capital Wealth Advisors, LLC | 7.88K | $329.7K | −$48K | Cut−$115.5K |
| FIRST FOUNDATION ADVISORS | 7.85K | $328.5K | −$47.8K | Cut−$47.8K |
| Haverford Trust Co | 7.37K | $308.2K | −$44.9K | Cut−$44.9K |
| NBC SECURITIES, INC. | 7.33K | $306.8K | −$41.8K | Cut−$22.3K |
| Bensler, LLC | 7.31K | $305.9K | −$44.5K | Cut−$68.5K |
| Farther Finance Advisors, LLC | 6.91K | $291.3K | −$39.4K | Cut−$35K |
| KCM INVESTMENT ADVISORS LLC | 6.96K | $291.1K | −$42.4K | Cut−$42.4K |
| Kraft, Davis & Associates, LLC | 6.02K | $289.4K | −$4.88K | Cut−$4.88K |
| Crescent Grove Advisors, LLC | 6.59K | $275.8K | −$40.2K | Cut−$40.2K |
| Valeo Financial Advisors, LLC | 6.49K | $271.6K | −$39.5K | Cut−$39.5K |
| World Investment Advisors | 6.4K | $267.8K | −$39K | Cut−$51K |
| CAPTRUST FINANCIAL ADVISORS | 6.33K | $264.8K | −$26.1K | Added$59.1K |
| PFG Investments, LLC | 6.28K | $263K | −$38.3K | Cut−$80.9K |
| Glenview Trust Co | 6.19K | $259K | −$37.7K | Cut−$113.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 6.19K | $258.9K | — | New |
| HBK Sorce Advisory LLC | 5.17K | $258.3K | $25.2K | Added$4.44K |
| AlphaCore Capital LLC | 6.1K | $255.2K | −$37.2K | Cut−$37.2K |
| Koshinski Asset Management, Inc. | 6.09K | $255K | −$37.1K | Cut−$83.6K |
| Sunbelt Securities, Inc. | 5.38K | $225.3K | −$32.8K | Cut−$32.4K |
| Mason & Associates Inc | 5.49K | $224.8K | −$38.2K | Cut−$38.2K |
| Prospera Financial Services Inc | 5.32K | $222.7K | −$32.4K | Cut−$32.4K |
| TD Waterhouse Canada Inc. | 5.24K | $221.1K | −$30.3K | Cut−$1.88M |
| Quantinno Capital Management LP | 4.83K | $202.3K | — | New |
| Bouchey Financial Group Ltd | 4.5K | $201.6K | −$14K | Cut−$14K |
| STEPHENS INC /AR/ | 4.79K | $200.3K | −$29.2K | Cut−$358.4K |
| Weaver Capital Management LLC | 4.48K | $187.4K | −$27.3K | Cut−$27.3K |
| CWM, LLC | 4.22K | $176.5K | $176.2K | Added$176.3K |
| BlackRock, Inc. | 4.04K | $169K | −$24.6K | Cut−$28.7K |
| FIFTH THIRD BANCORP | 3.6K | $150.5K | — | New |
| BOKF, NA | 3.6K | $150.5K | −$21.9K | Cut−$21.9K |
| BANK OF MONTREAL /CAN/ | 2.82K | $118K | −$17.2K | Cut−$767K |
| CITIGROUP INC | 2.82K | $117.9K | −$17.2K | Cut−$17.2K |
| Financial Freedom, LLC | 2.54K | $106.2K | −$15.5K | Cut−$15.5K |
| TOTH FINANCIAL ADVISORY CORP | 2.35K | $98.3K | −$14.3K | Cut−$14.3K |
| BARCLAYS PLC | 2.23K | $93.1K | — | New |
| HARBOR INVESTMENT ADVISORY, LLC | 2.05K | $85.8K | −$12.5K | Cut−$12.5K |
| US BANCORP \DE\ | 2.02K | $84.7K | −$12.1K | Cut−$10.8K |
| Balentine LLC | 1.94K | $81.2K | −$11.8K | Cut−$11.8K |
| N.E.W. Advisory Services LLC | 1.84K | $77.2K | −$11.2K | Cut−$11.2K |
| Powell Investment Advisors, LLC | 1.75K | $73K | −$10.6K | Cut−$10.6K |
| HighMark Wealth Management LLC | 1.51K | $63.2K | −$9.18K | Cut−$9.1K |
| Y.D. More Investments Ltd | 1.49K | $62.4K | −$9.08K | Cut−$9.08K |
| SIMPLEX TRADING, LLC | 1.48K | $62.1K | −$9.04K | Cut−$67.9K |
| Arax Advisory Partners | 1.43K | $59.6K | −$4.42K | Added$24.9K |
| RMG Wealth Management LLC | 1.16K | $58K | — | New |
| Smartleaf Asset Management LLC | 1.2K | $49.2K | −$8.71K | Cut−$8.71K |
| Western Wealth Management, LLC | 1.09K | $45.6K | — | New |
| DEUTSCHE BANK AG\ | 1K | $41.9K | −$6.09K | Cut−$6.09K |
| 10Elms LLP | 1K | $41.9K | — | New |
| High Point Wealth Management, LLC | 1K | $41.9K | −$6.09K | Cut−$6.09K |
| Brentview Investment Management LLC | 1K | $41.9K | −$6.09K | Cut−$6.09K |
| Keating Financial Advisory Services, Inc. | 995 | $41.6K | −$6.06K | Cut−$6.06K |
| WFA of San Diego, LLC | 979 | $41K | −$5.96K | Cut−$5.96K |
| PNC Financial Services Group, Inc. | 940 | $39.3K | −$5.73K | Cut−$120.8K |
| PRIVATE TRUST CO NA | 925 | $38.7K | −$5.63K | Cut−$5.63K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 891 | $37.6K | −$5.02K | Cut−$4.01K |
| Golden State Equity Partners | 866 | $36.2K | — | New |
| IFP Advisors, Inc | 863 | $36.1K | −$3.05K | Added$12.1K |
| Joseph Group Capital Management | 815 | $34.1K | −$4.96K | Cut−$4.96K |
| WealthShield Partners, LLC | 781 | $32.7K | −$4.76K | Cut−$4.76K |
| Strive Financial Group ,LLC | 670 | $28K | −$4.12K | Cut−$4.12K |
| City State Bank | 625 | $26.2K | −$3.81K | Cut−$3.81K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 613 | $25.7K | −$3.73K | Cut−$3.73K |
| CNB Bank | 610 | $25.5K | −$3.72K | Cut−$3.72K |
| Ameritas Investment Partners, Inc. | 603 | $25.3K | −$3.68K | Cut−$8.9K |
| BLAIR WILLIAM & CO/IL | 600 | $25.1K | −$244 | Added$23.2K |
| Vanguard National Trust Co | 500 | $20.9K | — | Held |
| SOA Wealth Advisors, LLC. | 500 | $20.9K | −$3.05K | Cut−$3.05K |
| Chung Wu Investment Group, LLC | 500 | $20.9K | −$3.05K | Cut−$3.05K |
| Harbor Asset Planning, Inc. | 476 | $19.9K | −$2.87K | Cut−$2.83K |
| Register Financial Advisors LLC | 455 | $19K | −$2.77K | Cut−$2.77K |
| Piscataqua Savings Bank | 400 | $16.7K | −$2.44K | Cut−$2.44K |
| IAG Wealth Partners, LLC | 390 | $16.3K | −$2.38K | Cut−$2.38K |
| Parallel Advisors, LLC | 300 | $12.6K | — | New |
| Cheviot Value Management, LLC | 299 | $12.5K | −$1.15K | Cut−$1.15K |
| MCGUIRE CAPITAL ADVISORS INC | 272 | $11.4K | — | New |
| Spire Wealth Management | 262 | $11K | −$1.55K | Cut−$1.6K |
| NATIONAL BANK OF CANADA /FI/ | 250 | $10.5K | −$1.51K | Cut−$485.6K |
| Steigerwald, Gordon & Koch Inc. | 250 | $10.5K | −$1.52K | Cut−$1.52K |
| MOTCO | 250 | $10.5K | −$1.52K | Cut−$1.52K |
| Vision Retirement, LLC | 250 | $10.5K | −$1.52K | Cut−$1.52K |
| Realta Investment Advisors | 207 | $8.65K | −$1.27K | Cut−$1.23K |
| CBIZ Investment Advisory Services, LLC | 164 | $6.87K | −$988 | Cut−$988 |
| Pinnacle Wealth Planning Services, Inc. | 150 | $6.28K | −$913 | Cut−$913 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 150 | $6.28K | −$914 | Cut−$914 |
| Allworth Financial LP | 145 | $6.07K | −$883 | Cut−$883 |
| HOLLENCREST CAPITAL MANAGEMENT | 135 | $5.65K | −$822 | Cut−$822 |
| Central Pacific Bank - Trust Division | 110 | $4.6K | −$670 | Cut−$670 |
| Godfrey Financial Associates, Inc. | 100 | $4.18K | −$609 | Cut−$609 |
| Sound Income Strategies, LLC | 67 | $2.82K | — | New |
| PEAPACK GLADSTONE FINANCIAL CORP | 51.2K | $2.14K | −$311 | Cut−$457 |
| Portfolio Resources Advisor Group, Inc. | 45 | $1.88K | −$274 | Cut−$274 |
| FDx Advisors, Inc. | 43.7K | $1.83K | −$266 | Cut−$424 |
| Minot DeBlois Advisors LLC | 40 | $1.69K | −$245 | Cut−$245 |
| AE Wealth Management LLC | 40 | $1.67K | −$244 | Cut−$5.52K |
| Global Trust Asset Management, LLC | 25 | $1.05K | −$153 | Cut−$153 |
| Cambridge Investment Research Advisors, Inc. | 21.3K | $890 | −$125 | Cut−$91 |
| Janney Montgomery Scott LLC | 20.1K | $843 | −$122 | Cut−$173 |
| Aptus Capital Advisors, LLC | 11 | $460 | −$67 | Cut−$17.6K |
| HRT FINANCIAL LP | 10.2K | $427 | — | New |
| WEDBUSH SECURITIES INC | 9.48K | $397 | −$57 | Cut−$84 |
| Thrivent Financial for Lutherans | 6.72K | $281 | −$41 | Cut−$59 |
| HOWE & RUSLING INC | 6 | $252 | −$18 | Added$108 |
| Abound Wealth Management | 4 | $166 | −$24 | Cut−$24 |
| Capital Advisor Network LLC | 3 | $126 | — | Held |
| TSFG, LLC | 1.6K | $67 | −$9 | Cut−$9 |
| HAZLETT, BURT & WATSON, INC. | 1.27K | $53 | −$8 | Cut−$8 |
| HUNTINGTON NATIONAL BANK | 1 | $42 | −$6 | Cut−$6 |
| CX Institutional | 134 | $6 | −$1 | Cut−$3 |
| Covestor Ltd | 40 | $2 | $0 | Held |
Who left
- Private Advisory Group LLC$7.24M
- Wealth Alliance Advisory Group, LLC$1.53M
- Envestnet Portfolio Solutions, Inc.$820.7K
- INTEGRITY ALLIANCE, LLC.$797.4K
- Cox Capital Mgt LLC$740.5K
- Arkadios Wealth Advisors$318.3K
- Blue Chip Partners, LLC$279.4K
- StoneX Group Inc.$277K
- Dakota Wealth Management$227K
- PRIMORIS WEALTH ADVISORS, LLC$215.7K
- BROWN ADVISORY INC$210.1K
- Aviance Capital Partners, LLC$203.8K
- Joseph P. Lucia & Associates, LLC$202.3K
- Commonwealth Retirement Investments LLC$129.1K
- Cape Investment Advisory, Inc.$38.6K
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.