Stock
Reported value
$282.2M
Holders
90
+7 new · −13 exited
Holders’ est. mark
−$25.9M
Price effect on 83 books still in the name
Largest holder
$219.3M
Financial Engines Advisors L.L.C.
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 |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 3.95M | $219.3M | −$21.3M | Cut−$20.3M |
| BANK OF AMERICA CORP /DE/ | 297.6K | $16.5M | −$1.61M | Cut−$2.52M |
| NorthRock Partners, LLC | 94.9K | $5.26M | −$512.4K | Cut−$529.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 63.9K | $3.54M | −$313.1K | Added$15.4K |
| LPL Financial LLC | 48.8K | $2.71M | −$263.7K | Cut−$613.9K |
| Advisory Services Network, LLC | 41.4K | $2.3M | −$216.2K | Cut−$140.3K |
| SHEETS SMITH WEALTH MANAGEMENT | 38K | $2.11M | −$190.4K | Cut−$36.7K |
| GTS SECURITIES LLC | 37.9K | $2.1M | −$204.4K | Cut−$204.4K |
| Stonebridge Financial Planning Group, LLC | 36.2K | $2.01M | −$195.5K | Cut−$254.2K |
| Citadel | 26.8K | $1.48M | −$144.5K | Cut−$854.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25.6K | $1.42M | −$25.7K | Added$1.13M |
| Sigma Planning Corp | 24.3K | $1.35M | −$119.5K | Added$2.24K |
| RAYMOND JAMES FINANCIAL INC | 22.1K | $1.22M | −$119.1K | Cut−$306.8K |
| Ancora Advisors LLC | 21.6K | $1.2M | −$116.8K | Cut−$116.7K |
| ROYAL BANK OF CANADA | 18.4K | $1.02M | −$78.6K | Added$130K |
| Austin Wealth Management, LLC | 17.4K | $985.2K | −$93.1K | Cut−$115K |
| GOLDMAN SACHS GROUP INC | 17.6K | $978K | −$79.5K | Added$81.5K |
| Banque Transatlantique SA | 16.7K | $925.7K | — | New |
| AMERIPRISE FINANCIAL INC | 16.5K | $917.6K | −$89.3K | Cut−$297.6K |
| Kestra Advisory Services, LLC | 15.5K | $858K | −$82.4K | Cut−$71.1K |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 13.7K | $854.1K | $19.7K | Added$109.6K |
| Mariner, LLC | 15K | $833.6K | −$79.2K | Cut−$59.7K |
| CWM, LLC | 14.6K | $810.3K | $797.5K | Added$809.4K |
| Private Advisor Group, LLC | 13.7K | $758.2K | −$73.8K | Cut−$187.9K |
| Stratos Wealth Advisors, LLC | 12.2K | $678.9K | −$65.8K | Cut−$63.5K |
| Cetera Investment Advisers | 12.1K | $668.8K | −$65.1K | Cut−$87K |
| TWO SIGMA INVESTMENTS, LP | 11.2K | $621.4K | −$60.5K | Cut−$2.1M |
| PFG Investments, LLC | 10.7K | $594.1K | −$57.8K | Cut−$121.7K |
| Fidelity | 10.4K | $575.5K | −$35.8K | Added$172.1K |
| United Advisor Group, LLC | 10.2K | $567.3K | −$49K | Added$15.2K |
| OSAIC HOLDINGS, INC. | 9.77K | $542.2K | −$53K | Cut−$1.22M |
| BRASADA CAPITAL MANAGEMENT, LP | 9.55K | $540.1K | −$37.9K | Cut−$110.9K |
| CERTUITY, LLC | 8.55K | $474.5K | −$46.2K | Cut−$46.2K |
| Prime Capital Investment Advisors, LLC | 7.72K | $428.2K | −$41.7K | Cut−$54K |
| Fiduciary Alliance LLC | 6.4K | $386.6K | −$2.81K | Cut−$54.4K |
| HighTower Advisors, LLC | 6.83K | $378.9K | −$36.9K | Cut−$36.8K |
| JPMORGAN CHASE & CO | 6.79K | $364K | −$7.2K | Added$303.7K |
| Waterford Advisors, LLC | 12.5K | $304K | — | New |
| Rehmann Capital Advisory Group | 5.2K | $288.7K | −$28K | Cut−$26.6K |
| Farther Finance Advisors, LLC | 4.95K | $277.1K | −$24.5K | Cut−$47.3K |
| AE Wealth Management LLC | 4.73K | $262.4K | −$24.3K | Cut−$11.2K |
| Focus Partners Wealth | 4.51K | $250.2K | −$24.2K | Cut−$22.4K |
| RFG Advisory, LLC | 4.32K | $239.8K | −$20.2K | Added$12.2K |
| J.W. COLE ADVISORS, INC. | 4.25K | $235.8K | −$6.12K | Cut−$6.01K |
| Summit Financial, LLC | 4.13K | $229.4K | — | New |
| SIGNET FINANCIAL MANAGEMENT, LLC | 4.13K | $229.4K | −$22.3K | Cut−$22.3K |
| Creative Planning | 4.09K | $227.1K | −$22.1K | Cut−$59.6K |
| ENVESTNET ASSET MANAGEMENT INC | 3.98K | $220.9K | −$18K | Added$17.6K |
| MORGAN STANLEY | 2.31K | $128.4K | −$12.5K | Cut−$49.3K |
| Clark Wealth Partners | 1.81K | $100.6K | −$9.79K | Cut−$14.5K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1.55K | $100.4K | $5.93K | Added$5.93K |
| Rockefeller Capital Management L.P. | 1.66K | $92.2K | −$8.79K | Cut−$6.84K |
| US BANCORP \DE\ | 1.38K | $76.5K | −$7.44K | Cut−$9.63K |
| BlackRock, Inc. | 1.08K | $60.1K | −$4.89K | Added$5.04K |
| Allworth Financial LP | 1.05K | $58K | −$5.65K | Cut−$5.65K |
| CENTRAL TRUST Co | 1K | $55.5K | −$5.4K | Cut−$5.4K |
| STEPH & CO | 850 | $47.2K | −$4.59K | Cut−$4.59K |
| DAGCO, INC. | 846 | $46.9K | −$4.55K | Cut−$4.54K |
| BANK OF MONTREAL /CAN/ | 800 | $44.4K | −$4.32K | Cut−$4.32K |
| Comprehensive Financial Planning, Inc./PA | 678 | $37.6K | — | New |
| Capital Investment Advisory Services, LLC | 500 | $27.7K | −$2.7K | Cut−$2.7K |
| Pinnacle Bancorp, Inc. | 419 | $23.2K | −$2.26K | Cut−$2.26K |
| Western Wealth Management, LLC | 415 | $23K | — | New |
| Physician Wealth Advisors, Inc. | 400 | $22.2K | −$2.16K | Cut−$2.16K |
| NBC SECURITIES, INC. | 375 | $20.8K | −$2.03K | Cut−$2.02K |
| TD Capital Management LLC | 354 | $19.6K | −$1.9K | Cut−$1.9K |
| Steward Partners Investment Advisory, LLC | 301 | $16.7K | −$1.63K | Cut−$1.63K |
| IFP Advisors, Inc | 283 | $15.7K | −$1.53K | Cut−$1.53K |
| Tower Research Capital LLC (TRC) | 279 | $15.5K | −$1.51K | Cut−$87.8K |
| Sound Income Strategies, LLC | 268 | $15K | −$1.26K | Cut−$1.26K |
| KERR FINANCIAL PLANNING Corp | 228 | $14.3K | $692 | Cut−$18.7K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 222 | $12.3K | −$1.2K | Cut−$1.2K |
| Clearstead Advisors, LLC | 200 | $11.1K | −$1.08K | Cut−$1.08K |
| Bank of Jackson Hole Trust | 173 | $9.6K | −$934 | Cut−$934 |
| CoreCap Advisors, LLC | 160 | $8.88K | −$864 | Cut−$1.17K |
| Sunbelt Securities, Inc. | 157 | $8.71K | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 138 | $7.66K | −$745 | Cut−$745 |
| Abound Wealth Management | 79 | $4.39K | −$427 | Cut−$427 |
| REAP Financial Group, LLC | 68 | $3.78K | −$370 | Cut−$7.21K |
| PFS Partners, LLC | 66 | $3.64K | −$352 | Cut−$352 |
| AlphaCore Capital LLC | 62 | $3.46K | −$334 | Cut−$334 |
| PNC Financial Services Group, Inc. | 43 | $2.39K | −$232 | Cut−$232 |
| ASSETMARK, INC | 32 | $1.77K | — | New |
| VALLEY NATIONAL ADVISERS INC | 29K | $1.61K | −$157 | Cut−$643 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 22 | $1.22K | −$118 | Cut−$118 |
| Strive Financial Group ,LLC | 23 | $1K | −$400 | Cut−$400 |
| Wealth Preservation Advisors, LLC | 15 | $849 | −$82 | Cut−$82 |
| Cambridge Investment Research Advisors, Inc. | 4.23K | $235 | −$23 | Cut−$27 |
| HAZLETT, BURT & WATSON, INC. | 500 | $28 | −$2 | Cut−$2 |
| HANTZ FINANCIAL SERVICES, INC. | 36 | $2 | $0 | Held |
Who left
- Marshall Financial Group, LLC$248.7K
- Baird Financial Group, Inc.$204.4K
- OpenArc Corporate Advisory, LLC$201.8K
- NewEdge Advisors, LLC$102.9K
- Elyxium Wealth, LLC$49.2K
- Keating Financial Advisory Services, Inc.$40.1K
- WELLS FARGO & COMPANY/MN$37.1K
- Wealth Watch Advisors, INC$23.3K
- JONES FINANCIAL COMPANIES LLLP$8.22K
- UBS Group AG$4.57K
- Russell Investments Group, Ltd.$4.38K
- Strategic Wealth Partners, Ltd.$2.44K
- EXCHANGE TRADED CONCEPTS, LLC$2.44K
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.