Stock
Reported value
$637.5M
Holders
119
+19 new · −7 exited
Holders’ est. mark
−$3.59M
Price effect on 100 books still in the name
Largest holder
$64.9M
Capital Investment Advisors, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $26.2K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Capital Investment Advisors, LLC | 2.49M | $64.9M | −$697.1K | Added$5.64M |
| Summit Financial, LLC | 1.76M | $45.7M | −$513.8K | Added$2.04M |
| Sarver Vrooman Wealth Advisors | 1.65M | $43.1M | −$6.53K | Added$42.6M |
| MORGAN STANLEY | 1.5M | $39M | −$398.9K | Added$5.1M |
| Aptus Capital Advisors, LLC | 1.38M | $35.8M | — | New |
| SUMMITRY LLC | 1.27M | $33M | −$391.4K | Cut−$301.2K |
| BANK OF AMERICA CORP /DE/ | 1.21M | $31.6M | −$329.8K | Added$3.57M |
| SIGMA INVESTMENT COUNSELORS INC | 1.08M | $28.2M | −$202.7K | Added$11M |
| MV CAPITAL MANAGEMENT, INC. | 730.9K | $19M | −$172.8K | Added$4.35M |
| ROYAL BANK OF CANADA | 701.5K | $18.3M | −$207.7K | Added$595K |
| WELLS FARGO & COMPANY/MN | 625.2K | $16.3M | −$60.5K | Added$11.1M |
| PFG Private Wealth Management, LLC | 532.4K | $13.9M | −$150.8K | Added$1.05M |
| MB, LEVIS & ASSOCIATES, LLC | 510.6K | $13.3M | −$156.3K | Added$12.1K |
| AMERIPRISE FINANCIAL INC | 504.2K | $13.1M | −$10.3K | Added$12.3M |
| Seneca House Advisors | 496.8K | $12.9M | −$88.4K | Added$5.42M |
| Arrow Financial Corp | 441.3K | $11.5M | −$124.3K | Added$929.4K |
| Motley Fool Wealth Management, LLC | 408.7K | $10.7M | −$126.7K | Cut−$1.37M |
| RAYMOND JAMES FINANCIAL INC | 387K | $10.1M | −$71K | Added$4.05M |
| Parkway Wealth Management Group, LLC | 384.7K | $10.1M | −$69.1K | Added$958K |
| HighTower Advisors, LLC | 385.4K | $10M | −$104.3K | Added$1.18M |
| UBS Group AG | 369.7K | $9.63M | −$111.3K | Added$161.7K |
| US BANCORP \DE\ | 349.7K | $9.11M | −$96.2K | Added$931.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | 328.8K | $8.57M | −$57.6K | Added$3.67M |
| NESTEGG ADVISORS, INC. | 319.6K | $8.33M | −$57.5K | Added$3.43M |
| Guidance Point Advisors, LLC | 281.4K | $7.33M | −$79.9K | Added$534.2K |
| Kestra Advisory Services, LLC | 266.8K | $6.95M | −$68.4K | Added$1.13M |
| Lido Advisors, LLC | 260.9K | $6.8M | −$65.7K | Added$1.24M |
| Krilogy Financial LLC | 204.1K | $5.34M | −$51.8K | Added$70.5K |
| Parallel Advisors, LLC | 203.4K | $5.3M | −$62K | Added$29.1K |
| Paradigm, Strategies in Wealth Management, LLC | 195.4K | $5.09M | −$60.6K | Cut−$626.3K |
| Probity Advisors, Inc. | 192.4K | $5.01M | −$44.4K | Added$1.23M |
| HANCOCK WHITNEY CORP | 191.3K | $4.99M | −$50.7K | Added$670K |
| BENJAMIN EDWARDS INC | 177.8K | $4.63M | −$52.4K | Added$170.6K |
| 4Thought Financial Group Inc. | 174.1K | $4.54M | −$53.9K | Cut−$49.5K |
| Atlantic Union Bankshares Corp | 131.7K | $3.43M | −$40.8K | Cut−$158.3K |
| CWM, LLC | 131K | $3.41M | $1.75M | Added$3.41M |
| LYELL WEALTH MANAGEMENT, LP | 128.8K | $3.36M | −$25.6K | Added$1.18M |
| J.W. COLE ADVISORS, INC. | 120.2K | $3.13M | −$36.8K | Added$6.08K |
| MERCER GLOBAL ADVISORS INC /ADV | 118.1K | $3.08M | −$28.9K | Added$618.5K |
| JPMORGAN CHASE & CO | 116.6K | $3.02M | −$12.1K | Added$2.33M |
| Marathon Mission, Inc. | 101.8K | $2.65M | −$30.2K | Added$80.2K |
| MEITAV INVESTMENT HOUSE LTD | 98.5K | $2.57M | −$30.5K | Cut−$46.2K |
| Stonebrook Private Inc. | 92K | $2.4M | −$27K | Added$99.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 84.8K | $2.21M | −$7.47K | Added$1.68M |
| ENVESTNET ASSET MANAGEMENT INC | 84.7K | $2.21M | −$21.1K | Added$409.1K |
| Archford Capital Strategies, LLC | 80.4K | $2.09M | −$24.9K | Cut−$67.7K |
| LPL Financial LLC | 65.3K | $1.7M | −$15.7K | Added$365.4K |
| Signature Wealth Management Group | 63.2K | $1.65M | — | New |
| OneDigital Investment Advisors LLC | 63.2K | $1.65M | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 60.1K | $1.57M | — | New |
| Segment Wealth Management, LLC | 51.4K | $1.34M | −$6.46K | Added$790.3K |
| Associated Banc-Corp | 51K | $1.33M | −$11.8K | Added$328.9K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 41.5K | $1.08M | −$12.9K | Cut−$12.9K |
| MCF Advisors LLC | 38.5K | $1M | −$11.9K | Cut−$11.9K |
| Gilbert & Cook, Inc. | 37.7K | $981.9K | −$11.2K | Added$25.2K |
| FULTON BREAKEFIELD BROENNIMAN LLC | 36.7K | $955.5K | −$8.29K | Added$250K |
| LITTLE HOUSE CAPITAL LLC | 33.5K | $871.8K | −$10.4K | Cut−$165.8K |
| CFO CAPITAL MANAGEMENT LLC | 31.6K | $819K | −$13.5K | Added$46.1K |
| Stokes Family Office, LLC | 27K | $703.6K | −$8.37K | Cut−$8.37K |
| Beacon Pointe Advisors, LLC | 26.6K | $694.3K | −$6.84K | Added$111K |
| Montecito Bank & Trust | 25K | $652.6K | −$7.65K | Added$2.23K |
| OSAIC HOLDINGS, INC. | 22.6K | $589.7K | −$4.66K | Added$193.8K |
| Valmark Advisers, Inc. | 20.9K | $544K | −$4.8K | Added$135.7K |
| Cetera Investment Advisers | 20.6K | $536.3K | −$5.13K | Added$99.7K |
| Advisory Services Network, LLC | 19.9K | $518.5K | −$6.08K | Added$1.22K |
| McGlone Suttner Wealth Management, Inc. | 19.7K | $512.1K | −$5.31K | Added$60.2K |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 19.3K | $502.3K | −$5.97K | Cut−$9.09K |
| Reliant Wealth Planning | 19.1K | $496.4K | −$5.91K | Cut−$5.91K |
| First National Trust Co | 19K | $495K | −$3.08K | Added$233.2K |
| JONES FINANCIAL COMPANIES LLLP | 19K | $489.9K | −$10.1K | Added$38.3K |
| IFP Advisors, Inc | 18.2K | $474.2K | −$5.58K | Cut−$815 |
| Gradient Capital Advisors, LLC | 18K | $468.7K | −$5.58K | Cut−$5.58K |
| Private Advisor Group, LLC | 17.3K | $450.9K | −$4.52K | Added$66.6K |
| Creative Planning | 17.2K | $448.1K | — | New |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 17K | $442K | −$4.79K | Added$34.7K |
| LBMC INVESTMENT ADVISORS, LLC | 14.6K | $380.5K | −$4.53K | Cut−$4.53K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14.2K | $370K | −$2.3K | Added$174.4K |
| Greater Midwest Financial Group, LLC | 13.9K | $362.3K | −$4.33K | Cut−$33.4K |
| Glenview Trust Co | 13.6K | $354.6K | −$3.91K | Added$22.2K |
| XML Financial, LLC | 13.5K | $351.2K | −$2.69K | Added$122.7K |
| CAPTRUST FINANCIAL ADVISORS | 13.2K | $342.8K | −$4K | Added$2.8K |
| Quantum Financial Advisors, LLC | 12.3K | $319.8K | −$3.79K | Cut−$1.14M |
| CVA Family Office, LLC | 11.9K | $311.4K | −$795 | Added$243.8K |
| Koesten, Hirschmann & Crabtree, INC. | 11.6K | $301K | −$3.42K | Added$10.3K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11.2K | $291.3K | −$3.28K | Added$47.4K |
| SEAVIEW INVESTMENT MANAGERS LLC | 11K | $286.8K | −$2.6K | Added$66K |
| GREAT VALLEY ADVISOR GROUP, INC. | 10.8K | $280.5K | −$3.33K | Cut−$1.14K |
| MML INVESTORS SERVICES, LLC | 10.5K | $273.1K | −$3.26K | Cut−$34.6K |
| Keeler Thomas Management LLC | 10.3K | $267.3K | −$3.19K | Cut−$1.13M |
| Sterling Investment Advisors, Ltd. | 10.1K | $263.6K | −$3.14K | Cut−$3.14K |
| KINTRA WEALTH, LLC | 10.1K | $262.2K | — | New |
| Redwood Financial Network Corp | 9.5K | $247.6K | — | New |
| Wilkins Miller Wealth Management, LLC | 9.1K | $237.2K | −$2.81K | Cut−$4.84K |
| TRUIST FINANCIAL CORP | 9.06K | $236K | −$2.67K | Added$8.85K |
| Mutual Advisors, LLC | 8.41K | $219.2K | −$2.6K | Cut−$1.9K |
| ROMANO BROTHERS AND COMPANY | 8.3K | $216.3K | — | New |
| Addison Advisors LLC | 8.13K | $211.7K | −$2.34K | Added$12.6K |
| Belpointe Asset Management LLC | 7.95K | $207.2K | — | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 7.89K | $205.6K | — | New |
| Rockefeller Capital Management L.P. | 5.57K | $145K | −$900 | Added$69.1K |
| CNB Bank | 4.71K | $122.8K | −$1.46K | Cut−$1.99K |
| Cherry Tree Wealth Management, LLC | 4.02K | $104.8K | −$1.25K | Cut−$11.6K |
| Cassaday & Co Wealth Management LLC | 3.84K | $100K | — | New |
| 10Elms LLP | 3.55K | $92.5K | −$589 | Added$42.4K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.6K | $41.7K | −$601 | Cut−$601 |
| United Community Bank | 1.47K | $38.2K | — | New |
| Bogart Wealth, LLC | 1.13K | $29.5K | −$175 | Added$14.6K |
| Fidelity | 1K | $26.2K | — | New |
| FIFTH THIRD BANCORP | 959 | $25K | — | New |
| CENTRAL TRUST Co | 898 | $23.4K | −$279 | Cut−$1.36K |
| AE Wealth Management LLC | 854 | $22.3K | — | New |
| Princeton Global Asset Management LLC | 400 | $10.4K | −$124 | Cut−$124 |
| Janney Montgomery Scott LLC | 343.1K | $8.94K | −$68 | Added$3.16K |
| Signature Resources Capital Management, LLC | 106 | $2.76K | — | New |
| BlackRock, Inc. | 50 | $1.3K | −$16 | Cut−$16 |
| BESSEMER GROUP INC | 9.14K | $238 | — | New |
| Thrivent Financial for Lutherans | 7.85K | $205 | −$3 | Cut−$3 |
| Steward Partners Investment Advisory, LLC | 6 | $156 | — | New |
| BALLAST ADVISORS LLC | 1.16K | $30 | — | New |
Who left
- GOLDMAN SACHS GROUP INC$1.33M
- JANE STREET GROUP, LLC$1.16M
- Citadel$574.7K
- StoneX Group Inc.$404K
- Sound View Wealth Advisors Group, LLC$201.3K
- Hyposwiss Advisors SA$53.3K
- FLOW TRADERS U.S. LLC$967
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.