Stock
Reported value
$76.1M
Holders
85
+8 new · −8 exited
Holders’ est. mark
−$2.79M
Price effect on 77 books still in the name
Largest holder
$15.9M
1607 Capital Partners, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $102K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| 1607 Capital Partners, LLC | 6.33M | $15.9M | −$621.8K | Cut−$330.4K |
| Karpus Management, Inc. | 5.28M | $13.2M | −$438.6K | Added$1.8M |
| AMERIPRISE FINANCIAL INC | 4.22M | $10.6M | −$397.4K | Added$251.5K |
| Allspring Global Investments Holdings, LLC | 4.13M | $10.4M | −$413.5K | Cut−$413.5K |
| MORGAN STANLEY | 1.32M | $3.31M | −$124.5K | Added$62.7K |
| Invesco Ltd. | 1.09M | $2.73M | −$106.7K | Cut−$59.8K |
| LPL Financial LLC | 983.5K | $2.47M | −$98.3K | Cut−$268.8K |
| BANK OF AMERICA CORP /DE/ | 970.4K | $2.44M | −$97K | Cut−$114.1K |
| Equitable Holdings, Inc. | 728.7K | $1.9M | −$0 | Added$70K |
| RAYMOND JAMES FINANCIAL INC | 615.5K | $1.54M | −$35.9K | Added$606.9K |
| OSAIC HOLDINGS, INC. | 420.6K | $1.06M | −$42.1K | Cut−$4.45M |
| Shaker Financial Services, LLC | 356.8K | $895.7K | −$13.4K | Added$545.7K |
| Private Advisor Group, LLC | 347.4K | $872K | −$34.2K | Cut−$21.5K |
| Advisors Asset Management, Inc. | 301.8K | $757.5K | −$30.2K | Cut−$29.5K |
| Ameritas Advisory Services, LLC | 268.5K | $674K | −$26.5K | Cut−$18K |
| Focus Partners Wealth | 264.2K | $663.1K | −$24.3K | Added$28.4K |
| Kingsview Wealth Management, LLC | 234.8K | $589.3K | −$23.5K | Cut−$58.8K |
| Fortitude Advisory Group L.L.C. | 227.8K | $571.8K | −$22.8K | Cut−$22.8K |
| UBS Group AG | 164K | $411.7K | −$16.3K | Cut−$12.9K |
| DECISION INVESTMENTS, INC | 163K | $409.1K | −$15.3K | Added$10.1K |
| STEPHENS INC /AR/ | 128.3K | $321.9K | −$12.4K | Cut−$2.39K |
| EVOKE WEALTH, LLC | 113K | $283.6K | −$11.3K | Cut−$11.3K |
| WELLS FARGO & COMPANY/MN | 105K | $263.5K | −$10.5K | Cut−$994.4K |
| ROYAL BANK OF CANADA | 104.3K | $262K | −$10.6K | Cut−$49K |
| TWO SIGMA SECURITIES, LLC | 100.8K | $253.1K | — | New |
| SMITH, MOORE & CO. | 91.3K | $229.2K | −$5.4K | Added$88.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 83.1K | $208.6K | −$6.84K | Added$30.1K |
| JANE STREET GROUP, LLC | 75.2K | $188.7K | −$2.69K | Added$118.4K |
| Dakota Wealth Management | 72.3K | $181.6K | −$6.06K | Added$23.4K |
| CAPTRUST FINANCIAL ADVISORS | 68.4K | $171.6K | −$5.81K | Added$19.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 67.4K | $169.1K | −$6.18K | Added$7.72K |
| OPPENHEIMER & CO INC | 60K | $150.6K | −$6K | Cut−$32.1K |
| Ethos Financial Group, LLC | 45.1K | $117.7K | $0 | Held |
| Cresset Asset Management, LLC | 46.2K | $116K | −$4.62K | Cut−$4.62K |
| Cetera Investment Advisers | 44.5K | $111.7K | −$4.45K | Cut−$63.2K |
| Wealthspire Advisors, LLC | 43K | $108K | −$4.3K | Cut−$4.3K |
| Citadel | 40.6K | $102K | −$4.07K | Cut−$194.9K |
| MELFA WEALTH MANAGEMENT, INC. | 34.1K | $85.7K | −$3.41K | Cut−$3.41K |
| SIT INVESTMENT ASSOCIATES INC | 30.5M | $76.4K | −$2.92K | Added$304 |
| EVOLVE PRIVATE WEALTH, LLC | 30K | $75.3K | — | New |
| BTG Pactual Asset Management US LLC | 28.6K | $71.8K | −$5.72K | Cut−$5.72K |
| BENJAMIN EDWARDS INC | 27.2K | $68.2K | −$2.72K | Cut−$2.72K |
| CHOREO, LLC | 27K | $67.8K | −$3.76K | Cut−$3.76K |
| INTEGRITY ALLIANCE, LLC. | 26.1K | $65.4K | −$2.58K | Cut−$1.82K |
| Argent Trust Co | 26K | $65.3K | −$2.6K | Cut−$2.6K |
| GatePass Capital, LLC | 26K | $65.3K | — | New |
| CARY STREET PARTNERS FINANCIAL LLC | 25.9K | $64.9K | −$2.59K | Cut−$2.59K |
| Compound Planning, Inc. | 25.8K | $64.7K | −$1.72K | Added$19.8K |
| Sanctuary Advisors, LLC | 23.8K | $59.8K | −$2.38K | Cut−$2.38K |
| WOLVERINE ASSET MANAGEMENT LLC | 19.7K | $49.4K | — | New |
| XTX Topco Ltd | 16.7K | $41.9K | — | New |
| Register Financial Advisors LLC | 16.4K | $41.2K | −$1.6K | Cut−$691 |
| RHODES INVESTMENT ADVISORS INC /ADV | 15.7K | $39.4K | −$1.57K | Cut−$9.4K |
| NewEdge Advisors, LLC | 39.4K | $39.4K | −$63.4K | Cut−$114.9K |
| Integrated Wealth Concepts LLC | 15.3K | $38.5K | — | New |
| Moors & Cabot, Inc. | 15K | $37.6K | −$1.5K | Cut−$35.2K |
| Farther Finance Advisors, LLC | 14.8K | $36.8K | −$1.77K | Cut−$1.68K |
| HighTower Advisors, LLC | 13.8K | $34.7K | −$1.38K | Cut−$1.38K |
| PFG Investments, LLC | 12.8K | $32.1K | −$1.28K | Cut−$2.52K |
| Commonwealth Financial Services, LLC | 12K | $30.1K | −$1.2K | Cut−$1.2K |
| TRUIST FINANCIAL CORP | 11.8K | $29.5K | −$1.18K | Cut−$1.18K |
| Wealth Quarterback LLC | 10.6K | $26.5K | −$1.06K | Cut−$1.05K |
| Rossmore Private Capital | 10.3K | $25.8K | −$1.03K | Cut−$1.03K |
| Advisory Services Network, LLC | 10K | $25.1K | −$1K | Cut−$19.3K |
| BRAVE ASSET MANAGEMENT INC | 10K | $25.1K | −$1K | Cut−$1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10K | $24.7K | −$1.4K | Cut−$1.62K |
| PNC Financial Services Group, Inc. | 8.1K | $20.3K | −$800 | Cut−$549 |
| CWM, LLC | 4.5K | $11.3K | $11.3K | Added$11.3K |
| Anchor Investment Management, LLC | 4K | $10K | −$400 | Cut−$400 |
| SHP Wealth Management | 3K | $7.53K | −$300 | Cut−$300 |
| NBC SECURITIES, INC. | 2.68K | $6.73K | −$269 | Cut−$269 |
| Marshall & Sterling Wealth Advisors Inc. | 1.77K | $4.45K | −$177 | Cut−$177 |
| EASTERN BANK | 1.6K | $4.02K | −$160 | Cut−$160 |
| Sunbelt Securities, Inc. | 1K | $2.51K | −$100 | Cut−$100 |
| Clearstead Advisors, LLC | 900 | $2.26K | −$90 | Cut−$90 |
| HARBOUR INVESTMENTS, INC. | 660 | $1.66K | — | New |
| ALBION FINANCIAL GROUP /UT | 631 | $1.58K | −$63 | Cut−$63 |
| PFS Partners, LLC | 611 | $1.53K | −$61 | Cut−$26 |
| SOA Wealth Advisors, LLC. | 500 | $1.25K | −$50 | Cut−$50 |
| Bogart Wealth, LLC | 333 | $836 | −$33 | Cut−$33 |
| COUNTRY TRUST BANK | 150 | $377 | −$15 | Cut−$15 |
| Key Financial Inc | 75 | $188 | −$8 | Cut−$8 |
| Western Wealth Management, LLC | 43 | $108 | — | New |
| Cambridge Investment Research Advisors, Inc. | 22.3K | $56 | −$2 | Cut−$1 |
| PHILADELPHIA TRUST CO | 16.1K | $40 | −$2 | Cut−$2 |
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.