Stock
Reported value
$246.9M
Holders
78
+20 new · −3 exited
Holders’ est. mark
−$1.96M
Price effect on 58 books still in the name
Largest holder
$58.6M
Capital Investment Advisors, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $1.69M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Capital Investment Advisors, LLC | 2.29M | $58.6M | −$514.7K | Added$14.1M |
| BANK OF AMERICA CORP /DE/ | 806.5K | $20.7M | −$223.3K | Added$1.37M |
| Arrow Financial Corp | 586.9K | $15M | −$170.6K | Added$299.9K |
| MB, LEVIS & ASSOCIATES, LLC | 535.8K | $13.7M | −$158.9K | Cut−$4.67K |
| MV CAPITAL MANAGEMENT, INC. | 459.2K | $11.8M | −$10.9K | Added$10.8M |
| MORGAN STANLEY | 446K | $11.4M | −$67.3K | Added$5.62M |
| AMERIPRISE FINANCIAL INC | 383.4K | $9.83M | — | New |
| HighTower Advisors, LLC | 347.5K | $8.91M | −$10.6K | Added$7.99M |
| RAYMOND JAMES FINANCIAL INC | 265.7K | $6.81M | −$57.6K | Added$1.83M |
| Guidance Point Advisors, LLC | 263.7K | $6.76M | −$66.5K | Added$1.01M |
| Lido Advisors, LLC | 251.4K | $6.45M | −$54.8K | Added$1.73M |
| Krilogy Financial LLC | 206K | $5.31M | −$37.1K | Added$1.11M |
| UBS Group AG | 193K | $4.95M | −$47.6K | Added$834.1K |
| Addison Advisors LLC | 186K | $4.77M | −$43K | Added$1.05M |
| BENJAMIN EDWARDS INC | 183K | $4.69M | −$50.2K | Added$343.5K |
| 4Thought Financial Group Inc. | 179.5K | $4.6M | −$53.8K | Cut−$70.6K |
| Paradigm, Strategies in Wealth Management, LLC | 148.4K | $3.8M | −$23.2K | Added$1.8M |
| Probity Advisors, Inc. | 140.2K | $3.6M | −$25.5K | Added$1.39M |
| HANCOCK WHITNEY CORP | 104.9K | $2.69M | −$9.26K | Added$1.89M |
| Stonebrook Private Inc. | 92.2K | $2.36M | −$26.2K | Added$98.7K |
| INSTRUMENTAL WEALTH, LLC | 91.4K | $2.34M | −$55.3K | Cut−$38.1K |
| US BANCORP \DE\ | 89K | $2.28M | −$18.1K | Added$719.8K |
| ENVESTNET ASSET MANAGEMENT INC | 83K | $2.13M | −$20.4K | Added$364.3K |
| ADIRONDACK TRUST CO | 82K | $2.1M | −$9.16K | Added$1.31M |
| Atlantic Union Bankshares Corp | 81.7K | $2.1M | −$19K | Added$448.8K |
| Archford Capital Strategies, LLC | 80.8K | $2.07M | −$22.9K | Added$89.3K |
| J.W. COLE ADVISORS, INC. | 76.3K | $1.96M | −$21.2K | Added$125.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 74.9K | $1.92M | −$6.09K | Added$1.46M |
| ROYAL BANK OF CANADA | 66.7K | $1.71M | −$18.5K | Added$121K |
| Citadel | 65.8K | $1.69M | — | New |
| LPL Financial LLC | 56.6K | $1.45M | −$9.96K | Added$590.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 47.9K | $1.23M | −$9.46K | Added$409.3K |
| MCF Advisors LLC | 47.4K | $1.22M | −$14.2K | Cut−$14.2K |
| Kestra Advisory Services, LLC | 44.5K | $1.14M | −$3.45K | Added$842.7K |
| Gilbert & Cook, Inc. | 38.3K | $981.2K | −$5.73K | Added$486.2K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 36.8K | $943.8K | −$10.1K | Added$68.2K |
| LITTLE HOUSE CAPITAL LLC | 31.6K | $809K | — | New |
| Associated Banc-Corp | 31.4K | $805.6K | — | New |
| CFG Wealth Management Services, Inc. | 30K | $770.3K | −$6.67K | Added$193.8K |
| Parallel Advisors, LLC | 30K | $768.7K | −$5.47K | Added$295.6K |
| Daviman Financial, LLC | 28.3K | $726K | −$7.32K | Added$93.2K |
| Segment Wealth Management, LLC | 28.2K | $723.3K | — | New |
| Stokes Family Office, LLC | 26K | $666.6K | −$6.6K | Added$96K |
| DEARBORN PARTNERS LLC | 20.7K | $526.9K | −$364 | Added$217.2K |
| CFO CAPITAL MANAGEMENT LLC | 18.9K | $482.7K | −$6.89K | Added$102.6K |
| Advisory Services Network, LLC | 16.8K | $431.1K | −$4.94K | Added$3.49K |
| Valmark Advisers, Inc. | 15.8K | $404.9K | — | New |
| Creative Planning | 15.5K | $396.8K | — | New |
| Reliant Wealth Planning | 15.1K | $388.4K | −$4.54K | Cut−$4.54K |
| CAPTRUST FINANCIAL ADVISORS | 14K | $358.9K | — | New |
| Beacon Pointe Advisors, LLC | 12.6K | $322K | — | New |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 12.5K | $321.4K | — | New |
| Atria Investments, Inc | 11.9K | $305.5K | −$3.57K | Cut−$10K |
| Cetera Investment Advisers | 11.4K | $291.3K | −$3.02K | Added$30.3K |
| TRUIST FINANCIAL CORP | 11.1K | $283.6K | −$3.32K | Cut−$3.32K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10.8K | $277.1K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10.7K | $274.8K | −$3.21K | Cut−$3.21K |
| Sarver Vrooman Wealth Advisors | 10.1K | $259.6K | −$3.04K | Cut−$3.04K |
| Arkadios Wealth Advisors | 10K | $256.4K | — | New |
| CVA Family Office, LLC | 9.5K | $243.6K | — | New |
| WELLS FARGO & COMPANY/MN | 9.36K | $239.9K | −$68 | Added$234K |
| Mutual Advisors, LLC | 9.21K | $236K | — | New |
| Quantum Financial Advisors, LLC | 9.18K | $235.5K | — | New |
| Snowden Capital Advisors LLC | 9.15K | $234.7K | — | New |
| First National Trust Co | 8.54K | $218.9K | — | New |
| CNB Bank | 5.66K | $145.2K | −$1.7K | Cut−$2.37K |
| Hyposwiss Advisors SA | 4.11K | $105.3K | −$1.23K | Cut−$1.23K |
| Rockefeller Capital Management L.P. | 3.22K | $82.7K | −$941 | Cut−$325 |
| OSAIC HOLDINGS, INC. | 2.26K | $57.9K | −$678 | Cut−$678 |
| IFP Advisors, Inc | 2.21K | $56.6K | −$442 | Added$18.4K |
| Knights of Columbus Asset Advisors LLC | 1.44K | $36.8K | −$262 | Added$14.2K |
| Bogart Wealth, LLC | 1.15K | $29.6K | −$173 | Added$14.6K |
| Cherry Tree Wealth Management, LLC | 1K | $25.6K | −$300 | Cut−$300 |
| FIFTH THIRD BANCORP | 800 | $20.5K | — | New |
| CENTRAL TRUST Co | 767 | $19.7K | −$231 | Cut−$205 |
| JONES FINANCIAL COMPANIES LLLP | 749 | $19K | — | New |
| BlackRock, Inc. | 52 | $1.33K | −$16 | Cut−$16 |
| BALLAST ADVISORS LLC | 1.18K | $30 | — | New |
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.