Stock
Reported value
$1.04B
Holders
217
+23 new · −7 exited
Holders’ est. mark
$11.5M
Price effect on 192 books still in the name
Largest holder
$73.9M
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $271.1K
- Fidelity0.0% · $291
- Icahn Capital0.0% · $588.7K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 3.38M | $73.9M | −$345.1K | Cut−$704.4K |
| BANK OF AMERICA CORP /DE/ | 2.46M | $53.7M | −$223.2K | Added$5.66M |
| MERCER GLOBAL ADVISORS INC /ADV | 2.34M | $51M | −$206.6K | Added$7.91M |
| WELLS FARGO & COMPANY/MN | 2.29M | $50M | −$205.6K | Added$5.8M |
| TRUE Private Wealth Advisors | 1.82M | $39.8M | −$185.9K | Cut−$2.66M |
| Brookstone Capital Management | 1.75M | $38.2M | −$176.3K | Added$253.5K |
| Financial Advisory Corp | 1.57M | $34.3M | −$4.8K | Added$33.3M |
| RAYMOND JAMES FINANCIAL INC | 1.57M | $34.3M | −$153.2K | Added$1.37M |
| Asset Advisors Investment Management, LLC | 1.24M | $27M | −$106.6K | Added$4.11M |
| ENVESTNET ASSET MANAGEMENT INC | 1.22M | $26.7M | −$2.34K | Added$26.2M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1.2M | $26.1M | −$123.1K | Added$2.99M |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 1.04M | $22.7M | −$102.1K | Added$770.2K |
| AMERIPRISE FINANCIAL INC | 994.3K | $21.7M | −$21.3K | Added$17.1M |
| STIFEL FINANCIAL CORP | 987.3K | $21.6M | −$97.3K | Added$617K |
| ATWOOD & PALMER INC | 945K | $20.6M | −$94.6K | Added$289.4K |
| UBS Group AG | 915.5K | $20M | −$93.4K | Cut−$2.67M |
| COMMONWEALTH EQUITY SERVICES, LLC | 835.3K | $18.2M | −$85.2K | Cut−$1.32M |
| BENJAMIN EDWARDS INC | 803.1K | $17.5M | −$76.6K | Added$1.05M |
| Journey Advisory Group, LLC | 797.7K | $17.4M | −$78.8K | Added$461.4K |
| HM PAYSON & CO | 771.5K | $16.9M | −$41.3K | Added$7.97M |
| CWM, LLC | 756.7K | $16.5M | $15.5M | Added$16.5M |
| BlackRock, Inc. | 691.1K | $15.1M | −$29.6K | Added$8.73M |
| Denver PWM, LLC | 672.5K | $14.6M | −$124.4K | Cut−$517.4K |
| LPL Financial LLC | 616.7K | $13.5M | −$54.1K | Added$1.83M |
| MKT Advisors LLC | 612.5K | $13.3M | −$113.6K | Added$206K |
| Wealth Management Strategies, Inc. | 542.6K | $11.9M | −$52.3K | Added$609.6K |
| Legacy Private Trust Co. | 537.3K | $11.7M | −$53.5K | Added$227.9K |
| Krilogy Financial LLC | 521.1K | $11.4M | −$49.7K | Added$474.5K |
| Stratos Wealth Partners, LTD. | 517.9K | $11.3M | −$50.6K | Added$433.7K |
| Probity Advisors, Inc. | 485.5K | $10.6M | −$44.6K | Added$1.01M |
| SHELTON WEALTH MANAGEMENT, LLC | 466.9K | $10.2M | −$40.6K | Added$1.47M |
| Heartwood Wealth Advisors LLC | 439K | $9.59M | — | New |
| Waycross Investment Management Co | 435.9K | $9.52M | −$43.3K | Added$198.1K |
| EIGHT 31 FINANCIAL, LLC | 424.9K | $9.28M | −$43.3K | Cut−$214.2K |
| PFG Private Wealth Management, LLC | 393.9K | $9.24M | — | New |
| Robertson Stephens Wealth Management, LLC | 361.7K | $7.9M | −$35.5K | Added$260.6K |
| D.A. DAVIDSON & CO. | 359.4K | $7.85M | −$34.6K | Added$415.7K |
| Integrated Wealth Concepts LLC | 343.9K | $7.51M | −$15.8K | Added$4.11M |
| SPRENG CAPITAL MANAGEMENT, INC. | 323.3K | $7.06M | −$30K | Added$611.6K |
| FORONJY FINANCIAL LLC | 296.8K | $6.48M | −$29.5K | Added$133.8K |
| FAGAN ASSOCIATES, INC. | 292.8K | $6.4M | −$29.9K | Cut−$105.3K |
| OSAIC HOLDINGS, INC. | 288.5K | $6.3M | −$28.9K | Cut−$335.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 275.2K | $6.01M | −$23.5K | Added$963.1K |
| CENTRAL TRUST Co | 262.2K | $5.73M | −$26.1K | Added$107.8K |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 236.1K | $5.49M | — | New |
| Stockman Wealth Management, Inc. | 247.9K | $5.42M | −$22.8K | Added$505.5K |
| REBALANCE, LLC | 246.7K | $5.39M | −$25.2K | Cut−$225.5K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 243K | $5.31M | −$18K | Added$1.43M |
| Baird Financial Group, Inc. | 232.8K | $5.08M | −$18.9K | Added$1.02M |
| Baltimore-Washington Financial Advisors, Inc. | 222.8K | $4.87M | −$17.2K | Added$1.17M |
| Asset Dedication, LLC | 218.5K | $4.77M | −$15.4K | Added$1.45M |
| Belpointe Asset Management LLC | 210.5K | $4.6M | −$19.2K | Added$459.7K |
| ROYAL BANK OF CANADA | 186.6K | $4.08M | −$18.5K | Cut−$363K |
| Financial Engines Advisors L.L.C. | 184.7K | $4.04M | −$17.3K | Added$309.5K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 183.3K | $4M | −$18.4K | Added$41.4K |
| SIGNATUREFD, LLC | 166.7K | $3.64M | −$16.4K | Added$118K |
| BIP Wealth, LLC | 165.3K | $3.61M | −$16.8K | Cut−$438.6K |
| Accretive Wealth Partners, LLC | 165.2K | $3.61M | −$15.8K | Added$212.9K |
| Howland Capital Management LLC | 152.3K | $3.33M | −$14.3K | Added$251.6K |
| Parallel Advisors, LLC | 149.3K | $3.26M | −$14.5K | Added$138.9K |
| MV CAPITAL MANAGEMENT, INC. | 142.8K | $3.12M | −$14.4K | Added$18K |
| Cypress Point Wealth Management, LLC | 119.7K | $3.03M | — | New |
| Northstar Group, Inc. | 135.9K | $2.97M | −$11.4K | Added$517.2K |
| SCS Capital Management LLC | 134.2K | $2.93M | −$11.8K | Added$389.1K |
| KINTRA WEALTH, LLC | 126.5K | $2.93M | $11.5K | Added$2.72M |
| Independent Advisor Alliance | 133.2K | $2.91M | −$1.85K | Added$2.51M |
| Cetera Investment Advisers | 131.3K | $2.87M | −$13.4K | Cut−$153.1K |
| HighTower Advisors, LLC | 122.5K | $2.68M | −$10.5K | Added$412.6K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 119.3K | $2.61M | −$9.49K | Added$563.8K |
| Apella Capital, LLC | 102.8K | $2.25M | −$5.57K | Added$213.2K |
| Hughes Financial Services, LLC | 99.5K | $2.17M | −$10K | Added$22.3K |
| Sanctuary Advisors, LLC | 96.6K | $2.11M | −$9.45K | Added$74.8K |
| CAPTRUST FINANCIAL ADVISORS | 91.3K | $1.99M | −$9.31K | Cut−$97.7K |
| Atria Investments, Inc | 88.5K | $1.93M | −$8.81K | Added$34.6K |
| TITLEIST ASSET MANAGEMENT, LLC | 85.5K | $1.87M | −$6.76K | Added$412.2K |
| Leo Wealth, LLC | 82.4K | $1.8M | −$6.98K | Added$300.9K |
| SUMMITPOINT CAPITAL MANAGEMENT | 80.3K | $1.76M | — | Held |
| Allworth Financial LP | 76K | $1.66M | −$7.51K | Added$44.8K |
| Valmark Advisers, Inc. | 74.8K | $1.63M | −$7.63K | Cut−$38.8K |
| IFP Advisors, Inc | 71.6K | $1.56M | −$7.31K | Cut−$85K |
| Associated Banc-Corp | 68.7K | $1.5M | −$6.81K | Added$36.9K |
| Reliant Wealth Planning | 60.4K | $1.32M | −$5.7K | Added$93.6K |
| KING LUTHER CAPITAL MANAGEMENT CORP | 59.6K | $1.3M | −$6.08K | Cut−$142.4K |
| Foundry Financial Group, Inc. | 59.2K | $1.29M | −$6.04K | Cut−$89.1K |
| JIM SAULNIER & ASSOCIATES, LLC | 58.7K | $1.28M | −$4.65K | Added$280K |
| Midwest Professional Planners, LTD. | 57.8K | $1.26M | −$3.15K | Added$585.3K |
| Montecito Bank & Trust | 56.3K | $1.23M | −$5.74K | Cut−$20.7K |
| FF Advisors,LLC | 47.3K | $1.03M | −$6.15K | Cut−$771.6K |
| Granite Harbor Advisors, Inc. | 43.7K | $955.1K | −$2.69K | Added$377.1K |
| Cerity Partners LLC | 43.5K | $949.3K | −$2.26K | Added$461.8K |
| Snowden Capital Advisors LLC | 43K | $939.7K | −$4.4K | Cut−$3.99K |
| Atlantic Private Wealth, LLC | 42.4K | $927.2K | −$4.32K | Cut−$11.4K |
| CARY STREET PARTNERS FINANCIAL LLC | 41.9K | $914.2K | −$4.09K | Added$33.4K |
| KFG WEALTH MANAGEMENT, LLC | 40.7K | $889.4K | −$3.64K | Added$108.1K |
| Keeler Thomas Management LLC | 39.2K | $855.8K | −$4K | Cut−$1.8M |
| Chris Bulman Inc | 38.8K | $848.1K | −$3.96K | Cut−$101.4K |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 38.5K | $840.6K | −$2.46K | Added$311K |
| Compass Ion Advisors, LLC | 38.1K | $832K | −$3.88K | Cut−$3.55K |
| DUNCKER STREETT & CO INC | 37.4K | $816.6K | −$2.68K | Added$239.2K |
| EVEXIA WEALTH LLC | 35.5K | $773.4K | −$4.55K | Added$108.1K |
| Tower Research Capital LLC (TRC) | 34K | $743.4K | — | New |
| Capital Investment Advisors, LLC | 33.2K | $725.8K | −$3.18K | Added$40.4K |
| Mendota Financial Group, LLC | 31.5K | $688.2K | −$3.19K | Added$965 |
| L2 Asset Management, LLC | 31.3K | $683.8K | −$2.69K | Added$102.2K |
| Straight Path Wealth Management | 29.7K | $647.8K | −$2.88K | Added$27.7K |
| HARBOUR INVESTMENTS, INC. | 29.1K | $635.2K | −$2.49K | Added$95.2K |
| Blake Schutter Theil Wealth Advisors, LLC | 27.4K | $599.4K | −$2.8K | Cut−$5.8K |
| Icahn Capital | 26.9K | $588.7K | −$2.75K | Cut−$2.75K |
| KOM Wealth Management Group, LLC | 26.6K | $581.1K | — | New |
| Great Diamond Partners, LLC | 25.9K | $565.9K | −$1.75K | Added$189.3K |
| TABLEAUX LLC | 25.6K | $560K | −$1.67K | Added$200.9K |
| SHUFRO ROSE & CO LLC | 25K | $547K | −$2.5K | Added$7.28K |
| NATIONAL BANK OF CANADA /FI/ | 24.1K | $526.8K | −$2.29K | Added$70.1K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 24.1K | $525.5K | −$1.75K | Added$151.5K |
| Kestra Advisory Services, LLC | 23.1K | $504.5K | −$2.12K | Added$49.9K |
| Old Port Advisors | 23K | $501.7K | −$2.34K | Cut−$46.5K |
| Daybright Advisory Services, Inc. | 21.4K | $467K | −$2.18K | Added$656 |
| Jacobi Capital Management LLC | 19.9K | $433.9K | −$2.01K | Added$3.63K |
| GOLDMAN SACHS GROUP INC | 19.9K | $433.7K | −$2.03K | Cut−$488.7K |
| Heartland Bank & Trust Co | 19.6K | $427.9K | −$2K | Cut−$2K |
| Walleye Partners, LLC | 19.1K | $416.5K | −$1.93K | Added$584 |
| JANE STREET GROUP, LLC | 18.7K | $409.5K | −$1.91K | Cut−$147.6K |
| MML INVESTORS SERVICES, LLC | 18.7K | $408.6K | −$1.92K | Cut−$27.6K |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 18.4K | $401.9K | −$1.88K | Cut−$405.7K |
| Merit Financial Group, LLC | 18.1K | $394.7K | −$1.85K | Cut−$472 |
| STAR Financial Bank | 17.7K | $387.1K | −$1.81K | Cut−$242.8K |
| Black Maple Capital Management LP | 17.5K | $382.3K | −$1.02K | Added$162.8K |
| Summit Wealth Partners, LLC | 17.3K | $378.6K | −$14.1K | Cut−$387.5K |
| JOHNSON INVESTMENT COUNSEL INC | 17.2K | $375.5K | — | New |
| CGN Advisors LLC | 17.1K | $374.5K | −$1.4K | Added$73K |
| Beacon Pointe Advisors, LLC | 16.9K | $369.3K | −$956 | Added$161.8K |
| Madrid Wealth Management, LLC | 16.9K | $369.2K | −$1.72K | Cut−$1.72K |
| Prime Capital Investment Advisors, LLC | 16.9K | $368.7K | −$1.66K | Added$11.5K |
| OneDigital Investment Advisors LLC | 16.7K | $363.7K | −$1.7K | Cut−$1.7K |
| Signature Wealth Management Group | 16.7K | $363.7K | −$1.7K | Cut−$1.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 16.2K | $354.8K | −$1.64K | Cut−$46.8K |
| Focus Partners Wealth | 16.1K | $350.8K | −$1.64K | Cut−$78.2K |
| Kestra Investment Management, LLC | 16K | $349.8K | −$1.62K | Added$411 |
| TRANSCEND CAPITAL ADVISORS, LLC | 15.9K | $347.9K | −$1.62K | Cut−$1.62K |
| DecisionMap Wealth Management, LLC | 15.8K | $345.7K | −$1.62K | Cut−$1.61K |
| COWA, LLC | 15.7K | $343.5K | −$1.6K | Cut−$1.6K |
| Trinity Wealth Management, LLC | 15.7K | $342.2K | −$1.6K | Cut−$1.6K |
| Prosperity Planning, Inc. | 15.6K | $340.3K | −$1.59K | Cut−$1.59K |
| LBMC INVESTMENT ADVISORS, LLC | 14.7K | $321.7K | — | New |
| COLDSTREAM CAPITAL MANAGEMENT INC | 14.5K | $316.1K | −$1.48K | Cut−$1.48K |
| Element Wealth, LLC | 14.4K | $314.2K | −$1.21K | Added$52.8K |
| Cyr Financial Inc. | 14.1K | $307.9K | −$1.44K | Cut−$31.4K |
| Cambridge Financial Group, LLC | 14K | $306K | $7.07K | Added$7.07K |
| Atwater Malick LLC | 13.9K | $302.6K | — | New |
| JAMES INVESTMENT RESEARCH, INC. | 13.7K | $299.2K | −$1.4K | Cut−$1.4K |
| Summit Trail Advisors, LLC | 12.8K | $297.7K | — | New |
| Crews Bank & Trust | 13.6K | $296.8K | −$1.39K | Cut−$1.39K |
| MLP3, LLC | 13.3K | $289.7K | −$1.35K | Cut−$893 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 13.1K | $285.2K | −$1.34K | Cut−$1.27K |
| PRINCIPAL SECURITIES, INC. | 13K | $284.8K | −$1.32K | Added$711 |
| LIBERTY WEALTH MANAGEMENT LLC | 12.9K | $282.8K | −$1.32K | Added$122 |
| Koss-Olinger Consulting, LLC | 12.8K | $280.5K | — | New |
| Advisory Services Network, LLC | 12.7K | $278.2K | −$1.31K | Cut−$5.52K |
| Alamar Capital Management, LLC | 12.7K | $277.4K | −$1.3K | Cut−$1.3K |
| CFS Investment Advisory Services, LLC | 12.4K | $271.1K | −$744 | Cut−$1.07K |
| Citadel | 12.4K | $271.1K | — | New |
| Jaffetilchin Investment Partners, LLC | 12.3K | $268.4K | −$1.24K | Added$377 |
| Madden Advisory Services, Inc. | 12.3K | $268.2K | — | New |
| Resonant Capital Advisors, LLC | 12.1K | $263.8K | −$1.23K | Cut−$1.23K |
| Conrad Siegel Investment Advisors, Inc. | 12K | $261.2K | −$1.2K | Added$3.25K |
| Guidance Point Advisors, LLC | 11.9K | $259K | −$1.15K | Added$10.9K |
| Highland Financial Advisors, LLC | 11.7K | $255.5K | −$1.19K | Cut−$1.19K |
| BARRETT & COMPANY, INC. | 11K | $239.4K | −$1.12K | Cut−$100.2K |
| Trust Co | 10.3K | $224.4K | −$1.04K | Cut−$406 |
| Apollon Wealth Management, LLC | 10.2K | $221.9K | −$1.04K | Cut−$382 |
| BEACON FINANCIAL PLANNING, INC | 9.57K | $209K | — | New |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 9.56K | $208.8K | −$968 | Added$80 |
| Penobscot Investment Management Company, Inc. | 9.5K | $207.5K | — | New |
| WASHINGTON TRUST Co | 9.36K | $204.5K | −$955 | Cut−$955 |
| Autumn Glory Partners, LLC | 9.23K | $201.7K | −$942 | Cut−$942 |
| Towne Trust Company, N.A | 8.44K | $184.3K | −$860 | Cut−$860 |
| Physician Wealth Advisors, Inc. | 7.16K | $156.5K | −$730 | Cut−$730 |
| Cherry Tree Wealth Management, LLC | 6.29K | $137.4K | −$641 | Cut−$641 |
| High Note Wealth, LLC | 5.74K | $125.5K | −$285 | Added$64.2K |
| Hills Bank & Trust Co | 5.39K | $117.8K | — | New |
| Pinnacle Bancorp, Inc. | 5.28K | $115.3K | −$468 | Added$14.5K |
| Steward Partners Investment Advisory, LLC | 5.23K | $114.3K | −$512 | Cut−$337 |
| Atlantic Union Bankshares Corp | 5.12K | $111.8K | −$522 | Cut−$522 |
| Hara Capital LLC | 4.83K | $105.5K | −$493 | Cut−$493 |
| Farther Finance Advisors, LLC | 4.57K | $99.4K | — | New |
| MAI Capital Management | 4.37K | $95.4K | −$445 | Cut−$445 |
| US BANCORP \DE\ | 4.09K | $89.4K | −$418 | Cut−$418 |
| CNB Bank | 3.6K | $78.7K | −$367 | Cut−$718 |
| Bogart Wealth, LLC | 3.2K | $70K | −$327 | Cut−$327 |
| Bank of Jackson Hole Trust | 2.83K | $61.9K | −$289 | Cut−$289 |
| FIFTH THIRD BANCORP | 2.74K | $59.8K | — | New |
| Hyposwiss Advisors SA | 2.28K | $49.8K | −$233 | Cut−$233 |
| TD Capital Management LLC | 2.08K | $45.5K | −$198 | Added$64 |
| Basepoint Wealth LLC | 2K | $43.7K | — | New |
| BANK OF MONTREAL /CAN/ | 1.76K | $38.5K | −$186 | Added$54 |
| MCF Advisors LLC | 1.33K | $29.1K | −$136 | Cut−$136 |
| Clayton Financial Group LLC | 1.07K | $23.3K | −$106 | Added$396 |
| Robbins Farley | 912 | $19.9K | −$93 | Cut−$93 |
| Intentional Wealth Strategies, LLC | 647 | $14.1K | — | Held |
| Root Financial Partners, LLC | 586 | $12.8K | — | New |
| PARK AVENUE SECURITIES LLC | 436.6K | $9.54K | −$26 | Added$3.92K |
| GILPIN WEALTH MANAGEMENT, LLC | 388 | $8.48K | −$39 | Cut−$39 |
| Janney Montgomery Scott LLC | 254.1K | $5.55K | −$16 | Added$2.05K |
| AE Wealth Management LLC | 242 | $5.29K | −$25 | Cut−$1.01K |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 175.6K | $3.83K | −$16 | Added$373 |
| BOSTON FAMILY OFFICE LLC | 148.1K | $3.23K | −$13 | Added$465 |
| Ameritas Advisory Services, LLC | 100 | $2.18K | — | New |
| Cambridge Investment Research Advisors, Inc. | 85.3K | $1.86K | −$3 | Added$1.2K |
| PNC Financial Services Group, Inc. | 64 | $1.4K | −$6 | Cut−$6 |
| Larson Financial Group LLC | 54 | $1.18K | — | New |
| NBC SECURITIES, INC. | 51 | $1.11K | — | New |
| Thrivent Financial for Lutherans | 48.7K | $1.06K | −$6 | Added$48 |
| Opus Capital Group, LLC | 13.9K | $304 | −$1 | Cut−$1 |
| Fidelity | 13 | $291 | $6 | Cut−$9.45K |
| First PREMIER Bank | 3.59K | $78 | −$1 | Cut−$1 |
| JPMORGAN CHASE & CO | 1 | $22 | $0 | Held |
| HAZLETT, BURT & WATSON, INC. | 812 | $18 | −$0 | Held |
Who left
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.