Stock
Reported value
$61.1M
Holders
84
+10 new · −10 exited
Holders’ est. mark
−$824.1K
Price effect on 73 books still in the name
Largest holder
$5.65M
LPL Financial LLC
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 |
|---|---|---|---|---|
| LPL Financial LLC | 122K | $5.65M | −$111.7K | Added$66K |
| COMMONWEALTH EQUITY SERVICES, LLC | 89.3K | $4.14M | −$84.4K | Cut−$96.4K |
| RAYMOND JAMES FINANCIAL INC | 82.3K | $3.81M | −$41.2K | Added$1.75M |
| UBS Group AG | 81.2K | $3.76M | −$75.9K | Cut−$36.1K |
| BANK OF MONTREAL /CAN/ | 74.5K | $3.45M | — | New |
| Balanced Rock Investment Advisors LLC | 73.1K | $3.39M | −$66.9K | Added$38.1K |
| ASSETMARK, INC | 60.8K | $2.81M | −$46.9K | Added$471.8K |
| Impact Investors, Inc | 54.7K | $2.53M | −$48.7K | Added$94.7K |
| BANK OF AMERICA CORP /DE/ | 50.8K | $2.35M | −$48K | Cut−$204.7K |
| SEEDS INVESTOR LLC | 44.5K | $2.09M | −$15.3K | Added$361.4K |
| JANE STREET GROUP, LLC | 41K | $1.9M | −$34.4K | Added$179.3K |
| WELLS FARGO & COMPANY/MN | 37.7K | $1.75M | −$28.7K | Added$311K |
| Apella Capital, LLC | 30.5K | $1.43M | — | New |
| Cetera Investment Advisers | 30.2K | $1.4M | −$28.6K | Cut−$33.9K |
| HighTower Advisors, LLC | 30K | $1.39M | −$26.9K | Added$40.6K |
| ROYAL BANK OF CANADA | 26.2K | $1.22M | −$19.3K | Added$200K |
| Modern Wealth Management, LLC | 25.5K | $1.18M | −$7.42K | Added$842K |
| HSBC HOLDINGS PLC | 24K | $1.11M | −$22.7K | Cut−$22.7K |
| ENVESTNET ASSET MANAGEMENT INC | 21.2K | $981.1K | −$14K | Added$283.1K |
| One Capital Management, LLC | 21.1K | $975.9K | −$17.7K | Added$89.7K |
| Topel & Distasi Wealth Management, LLC | 17.9K | $829.8K | −$16.9K | Cut−$92.3K |
| Summit Wealth Group, LLC | 17K | $785.7K | −$15K | Added$38.3K |
| OSAIC HOLDINGS, INC. | 16.4K | $761.1K | −$15.9K | Cut−$1.37M |
| Mason & Associates Inc | 16.5K | $759.8K | −$9.25K | Added$429.1K |
| Ameritas Investment Partners, Inc. | 14K | $648.4K | −$12.7K | Added$16.1K |
| Bank of New York Mellon Corp | 13.5K | $625.9K | — | New |
| HARBOUR INVESTMENTS, INC. | 11.4K | $527.1K | −$10.8K | Cut−$91.5K |
| Citadel | 11.3K | $523.6K | — | New |
| HUNTINGTON NATIONAL BANK | 9.88K | $457.7K | −$9.34K | Cut−$9.34K |
| Diversified Enterprises, LLC | 9.23K | $427.7K | −$8.09K | Added$25.2K |
| American Money Management, LLC | 9.02K | $417.9K | −$8.53K | Cut−$8.53K |
| JONES FINANCIAL COMPANIES LLLP | 8.72K | $399.6K | −$7.22K | Added$159.3K |
| Mutual Advisors, LLC | 8.05K | $373K | −$4.53K | Added$146.6K |
| Walkner Condon Financial Advisors LLC | 7.46K | $345.5K | −$6.92K | Cut−$484 |
| EP Wealth Advisors, LLC | 7.33K | $339.3K | −$6.93K | Cut−$385.8K |
| VERUS CAPITAL PARTNERS, LLC | 7.24K | $335.1K | −$6.81K | Cut−$20.3K |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 7.13K | $330.2K | −$6.19K | Added$20.7K |
| Fidelity | 7.12K | $329.7K | −$6.46K | Added$7.2K |
| FinArc Investments, Inc. | 6.29K | $291.5K | — | Held |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 6.06K | $280.7K | −$5.69K | Cut−$4.72K |
| AMERIPRISE FINANCIAL INC | 5.98K | $277.1K | −$5.18K | Added$18K |
| Baker Avenue Asset Management, LP | 5.8K | $268.9K | −$5.4K | Cut−$1.04K |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 5.59K | $258.9K | −$5.24K | Cut−$3.11K |
| Heartland Bank & Trust Co | 5.58K | $258.2K | — | New |
| JPMORGAN CHASE & CO | 5.32K | $244.2K | −$233 | Added$235.9K |
| SWEENEY & MICHEL, LLC | 5.05K | $235.8K | — | New |
| Financial Gravity Asset Management, Inc. | 5.06K | $234.3K | −$4.78K | Cut−$7.29K |
| Larson Financial Group LLC | 4.96K | $229.7K | −$4.67K | Cut−$23.2K |
| Milestone Investment Advisors LLC | 4.78K | $221.1K | −$4.51K | Cut−$14.8K |
| Kestra Advisory Services, LLC | 4.75K | $220.1K | −$4.47K | Cut−$245.7K |
| Gladstone Institutional Advisory LLC | 4.65K | $215.3K | −$4.39K | Cut−$4.39K |
| Fifth Third Securities, Inc. | 4.52K | $209.3K | −$4.28K | Cut−$23.1K |
| US BANCORP \DE\ | 3.47K | $160.7K | −$3.27K | Cut−$2.71K |
| Sunrise Financial Services, LLC | 2.89K | $133.7K | — | New |
| CWM, LLC | 2.87K | $132.9K | $132.2K | Added$132.7K |
| Key Financial Inc | 1.7K | $78.7K | −$1.61K | Cut−$1.61K |
| Rossby Financial, LCC | 1.57K | $72.6K | −$731 | Added$39.5K |
| IMA Advisory Services, Inc. | 1.5K | $68.4K | −$1.35K | Cut−$707 |
| MAI Capital Management | 1.45K | $67.1K | −$1.36K | Cut−$715 |
| Horizons Wealth Management | 1.3K | $60.2K | −$1.23K | Cut−$1.23K |
| Farther Finance Advisors, LLC | 1.29K | $59.6K | −$1.33K | Cut−$30.1K |
| AE Wealth Management LLC | 1.01K | $46.8K | −$959 | Cut−$17K |
| PFS Partners, LLC | 750 | $34.7K | −$584 | Added$4.88K |
| NBT BANK N A /NY | 717 | $33.2K | −$677 | Cut−$677 |
| Glassy Mountain Advisors, Inc. | 672 | $31.1K | −$635 | Cut−$635 |
| High Note Wealth, LLC | 505 | $23.4K | −$478 | Cut−$714 |
| Triumph Capital Management | 491 | $22.7K | −$407 | Added$2.42K |
| IFP Advisors, Inc | 477 | $22.1K | −$451 | Cut−$451 |
| Birchwood Financial Partners, Inc. | 470 | $21.8K | −$444 | Cut−$444 |
| Front Row Advisors LLC | 425 | $19.7K | −$401 | Cut−$401 |
| TD Waterhouse Canada Inc. | 393 | $18.1K | −$349 | Added$2.74K |
| Cranbrook Wealth Management, LLC | 352 | $16.3K | −$333 | Cut−$333 |
| Millstone Evans Group, LLC | 251 | $11.6K | −$238 | Cut−$238 |
| Spire Wealth Management | 243 | $11.3K | — | New |
| Western Wealth Management, LLC | 150 | $6.95K | — | New |
| Sunbelt Securities, Inc. | 100 | $4.63K | −$95 | Cut−$95 |
| Colorado Capital Management, Inc. | 97.8K | $4.53K | −$89 | Added$102 |
| Ashton Thomas Private Wealth, LLC | 44 | $2.05K | — | New |
| Financial Connections Group, Inc. | 29.5K | $1.36K | −$28 | Cut−$110 |
| Cambridge Investment Research Advisors, Inc. | 26.9K | $1.25K | −$22 | Added$158 |
| Olde Wealth Management, LLC | 24K | $1.11K | −$23 | Cut−$67 |
| Aurora Private Wealth, Inc. | 19.3K | $905 | −$5 | Cut−$315 |
| NATURAL INVESTMENTS, LLC | 14.7K | $682 | −$9 | Added$207 |
| iA Global Asset Management Inc. | 12.2K | $563 | −$11 | Cut−$824 |
Who left
- SigFig Wealth Management, LLC$11.3M
- Private Advisor Group, LLC$268.3K
- MML INVESTORS SERVICES, LLC$245.1K
- Curtis Advisory Group, LLC$243.8K
- CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$202.8K
- Cape Investment Advisory, Inc.$41K
- Physician Wealth Advisors, Inc.$30.3K
- Garton & Associates Financial Advisors LLC$9.92K
- Allworth Financial LP$851
- MORGAN STANLEY$49
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.