Stock
Reported value
$46.6M
Holders
52
+4 new · −4 exited
Holders’ est. mark
$652.5K
Price effect on 48 books still in the name
Largest holder
$7.51M
1607 Capital Partners, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $341.2K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| 1607 Capital Partners, LLC | 794.4K | $7.51M | $111.2K | Added$36.2K |
| MORGAN STANLEY | 638K | $6.03M | $89.3K | Cut−$238.4K |
| Tortoise Investment Management, LLC | 571.2K | $5.4M | $80K | Cut−$362.4K |
| JONES FINANCIAL COMPANIES LLLP | 426.2K | $4.03M | $57.7K | Added$352.5K |
| GUGGENHEIM CAPITAL LLC | 305.3K | $2.88M | $28.5K | Added$992.7K |
| Hennion & Walsh Asset Management, Inc. | 274.7K | $2.6M | $38.5K | Added$38.3K |
| Blake Schutter Theil Wealth Advisors, LLC | 181.4K | $1.71M | $22.5K | Added$219.8K |
| Whipplewood Advisors, LLC | 153.3K | $1.45M | $21.5K | Cut−$141 |
| BANK OF AMERICA CORP /DE/ | 146.5K | $1.38M | $20.3K | Added$35K |
| UBS Group AG | 143.3K | $1.35M | $20.1K | Cut−$87.7K |
| CROBAN | 137.2K | $1.3M | $17.2K | Added$153.9K |
| ROYAL BANK OF CANADA | 114.5K | $1.08M | $14.2K | Added$69K |
| UHLMANN PRICE SECURITIES, LLC | 92.1K | $870.7K | $12.1K | Added$67K |
| Baird Financial Group, Inc. | 84.8K | $801.2K | $11.8K | Added$14.4K |
| STIFEL FINANCIAL CORP | 73.6K | $695.8K | $10.3K | Added$10.3K |
| WELLS FARGO & COMPANY/MN | 57.1K | $539.4K | $7.99K | Added$3.33K |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 48.7K | $459.9K | $6.15K | Added$50.8K |
| OSAIC HOLDINGS, INC. | 41.5K | $392.6K | $5.47K | Added$29.1K |
| STEPHENS INC /AR/ | 41.5K | $392.2K | $5.46K | Added$29.1K |
| RAYMOND JAMES FINANCIAL INC | 40.4K | $381.5K | $4.61K | Added$74.6K |
| LPL Financial LLC | 39K | $369K | $4.68K | Added$57.9K |
| Citadel | 36.1K | $341.2K | $3.2K | Added$128.6K |
| Dorsey & Whitney Trust CO LLC | 34.4K | $324.6K | $4.49K | Added$25.8K |
| Anchor Investment Management, LLC | 31.6K | $298.2K | $4.42K | Cut−$18.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 29.3K | $276.5K | $4.09K | Added$3.81K |
| Worthington Financial Partners, LLC | 29K | $273.8K | $4.06K | Added$4.06K |
| Hilltop Holdings Inc. | 28.8K | $272.5K | $3.96K | Added$9.34K |
| Hickory Point Bank & Trust | 26.5K | $250.4K | $3.71K | Added$3.71K |
| ENVESTNET ASSET MANAGEMENT INC | 26K | $245.3K | $3.35K | Added$22.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 24.6K | $232.7K | $2.73K | Added$51.4K |
| Ackerman Capital Advisors, LLC | 24.2K | $229K | $3.39K | Added$1.79K |
| IFP Advisors, Inc | 23.1K | $218.6K | $2.32K | Added$64K |
| TRUIST FINANCIAL CORP | 22.6K | $213.3K | $3.16K | Cut−$49K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 21.5K | $203.2K | $3.01K | Added$3.01K |
| DAVENPORT & Co LLC | 18.8K | $177.3K | $2.63K | Added$2.63K |
| SAX WEALTH ADVISORS, LLC | 18.2K | $169.8K | $0 | Held |
| Avior Wealth Management, LLC | 16.1K | $151.8K | $2.25K | Added$2.25K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15.7K | $148.4K | — | New |
| Stratos Wealth Partners, LTD. | 15.2K | $143.6K | $2.13K | Added$2.13K |
| Sightline Wealth Advisors, LLC | 14.8K | $139.5K | $2.06K | Added$2.53K |
| NWF Advisory Services Inc. | 12.5K | $118.1K | $1.75K | Added$1.75K |
| Midwest Trust Co | 11.6K | $109.6K | $1.62K | Cut−$250.3K |
| Cerro Pacific Wealth Advisors LLC | 11.4K | $107.7K | $1.6K | Added$1.6K |
| JANE STREET GROUP, LLC | 11.1K | $104.5K | — | New |
| Sigma Planning Corp | 10.9K | $103.1K | $1.52K | Added$1.62K |
| BARRETT & COMPANY, INC. | 6K | $56.7K | $840 | Added$840 |
| Ancora Advisors LLC | 5.71K | $53.9K | $799 | Added$799 |
| Hamrick Investment Counsel, llc | 800 | $7.58K | — | New |
| MAI Capital Management | 590 | $5.58K | $88 | Added$116 |
| Cambridge Investment Research Advisors, Inc. | 24.4K | $231 | $4 | Added$4 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 11.5K | $109 | $2 | Added$2 |
| FNY Investment Advisers, LLC | 100 | $0 | — | New |
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.