Stock
Reported value
$84.3M
Holders
22
+5 new · −2 exited
Holders’ est. mark
$1.9M
Price effect on 17 books still in the name
Largest holder
$63.1M
MORGAN STANLEY
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 |
|---|---|---|---|---|
| MORGAN STANLEY | 2.44M | $63.1M | $1.46M | Added$12.9M |
| RAYMOND JAMES FINANCIAL INC | 212.3K | $5.48M | $68.6K | Added$3.12M |
| CAPTRUST FINANCIAL ADVISORS | 158.3K | $4.09M | $115.3K | Added$14.8K |
| Waverly Advisors, LLC | 118.5K | $3.06M | $86.3K | Added$86.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 96.6K | $2.49M | $37.4K | Added$1.2M |
| ASSETMARK, INC | 61.1K | $1.58M | $44.5K | Added$44.5K |
| Citadel | 59.2K | $1.53M | $42K | Added$82.4K |
| OLD MISSION CAPITAL LLC | 45.6K | $1.18M | — | New |
| LPL Financial LLC | 39K | $1.01M | $9.76K | Added$670.8K |
| FIFTH THIRD BANCORP | 9.61K | $248K | — | New |
| WealthPlan Investment Management, LLC | 8.52K | $220K | $6.21K | Cut−$10.4K |
| Rockefeller Capital Management L.P. | 6.38K | $164.7K | $4.65K | Added$4.65K |
| OSAIC HOLDINGS, INC. | 2.1K | $54.3K | $1.54K | Cut−$22.6K |
| Glass Jacobson Investment Advisors llc | 1.63K | $42.1K | $1.19K | Added$1.19K |
| UBS Group AG | 1.41K | $36.5K | $233 | Added$28.4K |
| CWM, LLC | 1.14K | $29.5K | $29.5K | Added$29.5K |
| EASTERN BANK | 733 | $18.9K | — | New |
| Fidelity | 689 | $17.8K | $502 | Added$502 |
| Advisory Services Network, LLC | 403 | $10.4K | — | New |
| SIGNATUREFD, LLC | 253 | $6.53K | $185 | Added$185 |
| Farther Finance Advisors, LLC | 122 | $3.19K | — | New |
| Lavaca Capital LLC | 97 | $2.5K | $70 | Added$70 |
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.