Stock
Reported value
$242.1M
Holders
73
+6 new · −5 exited
Holders’ est. mark
−$4.93M
Price effect on 67 books still in the name
Largest holder
$72.2M
LPL Financial LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| LPL Financial LLC | 2.98M | $72.2M | −$3.11M | Added$17.2M |
| Apollon Wealth Management, LLC | 805.1K | $19.5M | −$458K | Added$11.4M |
| Bison Wealth, LLC | 665K | $17.3M | $1.06M | Added$1.8M |
| HERITAGE OAK WEALTH ADVISORS LLC | 708K | $17.3M | −$851K | Added$2.27M |
| Kestra Advisory Services, LLC | 507.2K | $12.3M | −$501.3K | Added$3.41M |
| Prospera Financial Services Inc | 360K | $8.72M | −$428.8K | Added$1.13M |
| Delta Investment Management, LLC | 245.5K | $5.94M | −$289.8K | Added$814.7K |
| CoreCap Advisors, LLC | 237.3K | $5.74M | −$287.4K | Added$658.1K |
| United Advisor Group, LLC | 234.1K | $5.68M | −$335K | Cut−$227.4K |
| Atria Investments, Inc | 222.7K | $5.39M | −$299.3K | Added$96K |
| Sigma Planning Corp | 208.3K | $5.04M | −$261.1K | Added$422.9K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 177.7K | $4.3M | −$188.1K | Added$972.9K |
| Aptus Capital Advisors, LLC | 177.7K | $4.3M | −$188.2K | Added$972.9K |
| HFG Wealth Management, LLC | 174.5K | $4.22M | −$250.3K | Cut−$205K |
| Arete Wealth Advisors, LLC | 148.5K | $3.6M | $3.6M | Added$3.6M |
| ENVESTNET ASSET MANAGEMENT INC | 145.8K | $3.53M | −$194.6K | Added$86.2K |
| Sanctuary Advisors, LLC | 118.8K | $2.88M | −$63.3K | Added$1.76M |
| Cornerstone Wealth Management, LLC | 117.4K | $2.84M | −$73.8K | Added$1.54M |
| Triumph Capital Management | 105.7K | $2.58M | −$130.1K | Cut−$51.4K |
| Orion Porfolio Solutions, LLC | 94K | $2.28M | −$127.7K | Added$15.4K |
| Strategic Blueprint, LLC | 91.7K | $2.22M | −$113.7K | Added$207.7K |
| MONEY CONCEPTS CAPITAL CORP | 89.7K | $2.17M | −$44.1K | Added$1.39M |
| Equitable Holdings, Inc. | 84.2K | $2.16M | −$0 | Added$317.8K |
| Wealthcare Advisory Partners LLC | 84.8K | $2.05M | −$107.9K | Added$142.6K |
| Advisory Services Network, LLC | 81.1K | $1.96M | −$115.5K | Cut−$79.7K |
| Concurrent Investment Advisors, LLC | 76.6K | $1.86M | −$109.6K | Cut−$84.8K |
| Summit Financial, LLC | 72.7K | $1.77M | −$48.7K | Added$912.6K |
| IFP Advisors, Inc | 62.7K | $1.52M | −$89.7K | Cut−$69.4K |
| Intrepid Financial Planning Group LLC | 60.2K | $1.46M | −$86.5K | Cut−$74K |
| Ascension Capital Advisors, Inc. | 56.3K | $1.36M | −$80.3K | Cut−$56.6K |
| CPR Investments Inc. | 42K | $1.02M | −$60.9K | Cut−$187K |
| Balefire, LLC | 37.5K | $907.8K | −$41.3K | Added$177.3K |
| Virtue Capital Management, LLC | 36K | $865.9K | −$37.7K | Added$275.6K |
| Bank of New York Mellon Corp | 34.2K | $827.2K | −$42.4K | Added$76.7K |
| JANE STREET GROUP, LLC | 34.1K | $825.5K | −$12.8K | Added$598.5K |
| Joseph P. Lucia & Associates, LLC | 32.2K | $785K | −$38.6K | Added$28.2K |
| Arkadios Wealth Advisors | 31.7K | $767.4K | −$29.8K | Added$240.2K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 29.1K | $746.9K | — | New |
| Sunbelt Securities, Inc. | 28.9K | $699.2K | −$40.9K | Cut−$24.3K |
| Onyx Bridge Wealth Group LLC | 28.5K | $690K | −$41.3K | Cut−$751.1K |
| TITLEIST ASSET MANAGEMENT, LLC | 28.2K | $682K | −$36K | Added$45.6K |
| U.S. Capital Wealth Advisors, LLC | 26.3K | $636.1K | −$34.6K | Added$23.5K |
| SWMG, LLC | 26K | $629.1K | −$33.7K | Added$39.8K |
| PRIVATE TRUST CO NA | 25.3K | $613.6K | — | New |
| INDEPENDENT FINANCIAL GROUP, LLC | 23.8K | $575.2K | −$34.4K | Cut−$428K |
| Mariner, LLC | 22.9K | $553.6K | −$17.7K | Added$239.5K |
| CreativeOne Wealth, LLC | 20.5K | $496.2K | −$23.7K | Added$77.6K |
| GeoWealth Management, LLC | 20.4K | $492.7K | −$24.6K | Added$56.9K |
| Rossby Financial, LCC | 18.6K | $452.5K | −$24.7K | Cut−$24.7K |
| Fulcrum Equity Management | 18.1K | $439K | −$24.4K | Added$6.88K |
| WCG Wealth Advisors LLC | 18K | $436.4K | — | New |
| Private Advisor Group, LLC | 17.1K | $413.7K | −$24.8K | Cut−$186.7K |
| Cetera Investment Advisers | 16.8K | $405.6K | −$23.8K | Cut−$16K |
| WORLD EQUITY GROUP, INC. | 16K | $387.8K | — | New |
| Ethos Financial Group, LLC | 13.5K | $347.7K | $0 | Held |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 13.4K | $325.8K | −$9.72K | Added$138.3K |
| KINGSWOOD WEALTH ADVISORS, LLC | 12.5K | $303.5K | −$18.2K | Cut−$25.5K |
| Ameritas Advisory Services, LLC | 12.2K | $296K | −$12.5K | Added$75.5K |
| Legacy Capital Wealth Partners, LLC | 11K | $265.8K | −$13.8K | Added$21.4K |
| STIFEL FINANCIAL CORP | 10.6K | $257.5K | −$15.4K | Cut−$179.8K |
| Ausdal Financial Partners, Inc. | 9.84K | $238.3K | −$11.7K | Added$32K |
| Fortis Capital Advisors, LLC | 8.4K | $203.4K | −$12.2K | Cut−$12.2K |
| Belpointe Asset Management LLC | 8.4K | $203.4K | −$12.2K | Cut−$12.2K |
| MORGAN STANLEY | 4.99K | $120.7K | −$7.23K | Cut−$7.23K |
| HARBOUR INVESTMENTS, INC. | 2.19K | $53K | — | New |
| ROYAL BANK OF CANADA | 236 | $6K | −$263 | Added$2K |
| Smartleaf Asset Management LLC | 249 | $5.99K | −$468 | Cut−$450.9K |
| Bogart Wealth, LLC | 213 | $5.16K | −$309 | Cut−$309 |
| Cambridge Investment Research Advisors, Inc. | 198.1K | $4.8K | −$254 | Added$306 |
| EverSource Wealth Advisors, LLC | 60 | $1.45K | −$87 | Cut−$87 |
| JONES FINANCIAL COMPANIES LLLP | 25 | $604 | — | New |
| Janney Montgomery Scott LLC | 23.8K | $577 | −$34 | Cut−$29 |
| ASSETMARK, INC | 1 | $24 | −$2 | Cut−$335 |
Who left
- IFG Advisory, LLC$937.1K
- Diversify Advisory Services, LLC$734.7K
- NewEdge Advisors, LLC$606.9K
- J.W. COLE ADVISORS, INC.$250.8K
- OSAIC HOLDINGS, INC.$20.1K
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.