Stock
Reported value
$68.4M
Holders
49
+9 new · −6 exited
Holders’ est. mark
−$706.7K
Price effect on 40 books still in the name
Largest holder
$15.5M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 242.8K | $15.5M | −$161.2K | Added$213.6K |
| WELLS FARGO & COMPANY/MN | 150.8K | $9.61M | −$89.9K | Added$1.1M |
| Sound Income Strategies, LLC | 90.5K | $5.78M | −$96.4K | Cut−$179K |
| Larry Mathis Financial Planning, LLC | 86.4K | $5.5M | −$58.6K | Cut−$40.7K |
| LPL Financial LLC | 78.6K | $5.01M | −$53.4K | Cut−$115.6K |
| ENVESTNET ASSET MANAGEMENT INC | 73.1K | $4.66M | −$46.1K | Added$294.2K |
| MML INVESTORS SERVICES, LLC | 65.9K | $4.2M | −$44.8K | Cut−$414.6K |
| JANE STREET GROUP, LLC | 31.6K | $2.01M | −$14.3K | Added$662.1K |
| Tactive Advisors, LLC | 25.2K | $1.6M | −$12.2K | Added$451.1K |
| Howard Capital Management Inc. | 21.1K | $1.35M | −$12.8K | Added$136.3K |
| OSAIC HOLDINGS, INC. | 18.2K | $1.16M | −$11.7K | Added$61K |
| Summit Financial, LLC | 17.9K | $1.14M | −$10.8K | Added$116.9K |
| Cetera Investment Advisers | 15.1K | $963.2K | −$9.22K | Added$88.5K |
| Empirical Asset Management, LLC | 14.2K | $906.3K | −$9.34K | Added$25K |
| OPPENHEIMER & CO INC | 11.4K | $725.1K | −$7.74K | Cut−$7.74K |
| Rockefeller Capital Management L.P. | 10.8K | $688.9K | −$7.3K | Cut−$6.92K |
| HighTower Advisors, LLC | 10.6K | $676.1K | −$7.1K | Added$36 |
| Geneos Wealth Management Inc. | 10.3K | $658.9K | −$6.83K | Added$11.9K |
| RAYMOND JAMES FINANCIAL INC | 9.85K | $627.8K | −$6.38K | Added$23.8K |
| PRINCIPAL SECURITIES, INC. | 8.95K | $570.5K | −$6.09K | Cut−$34.4K |
| Mariner, LLC | 7.94K | $506.1K | −$5.16K | Added$16.3K |
| Snowden Capital Advisors LLC | 6.74K | $429.6K | −$4.58K | Cut−$4.58K |
| Kestra Advisory Services, LLC | 6.24K | $397.8K | −$4.26K | Cut−$5.87K |
| Steward Partners Investment Advisory, LLC | 6.13K | $390.3K | −$724 | Added$321.8K |
| Equitable Holdings, Inc. | 5.51K | $353.9K | −$750 | Cut−$692.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 5.04K | $320.9K | −$3.41K | Cut−$50.9K |
| CoreCap Advisors, LLC | 4.58K | $291.7K | −$2.7K | Added$36.1K |
| UBS Group AG | 4.34K | $276.5K | −$2.87K | Added$4.58K |
| KKM Financial LLC | 4.2K | $270.5K | $0 | Held |
| MATAURO, LLC | 4.17K | $266K | — | New |
| COMMONS CAPITAL, LLC | 3.6K | $229.5K | — | New |
| STIFEL FINANCIAL CORP | 3.58K | $228.4K | −$2.44K | Cut−$63.4K |
| ASL Financial, LLC | 3.51K | $223.7K | −$2.39K | Cut−$2.39K |
| ROTHSCHILD INVESTMENT LLC | 3.4K | $216.6K | −$2.31K | Cut−$2.31K |
| Anchor Investment Management, LLC | 2.95K | $188K | −$340 | Added$155.8K |
| ROYAL BANK OF CANADA | 2.63K | $168K | −$1.45K | Cut−$12K |
| Ashton Thomas Private Wealth, LLC | 1.77K | $113K | — | New |
| Farther Finance Advisors, LLC | 991 | $63.2K | −$569 | Cut−$2.63K |
| AE Wealth Management LLC | 690 | $43.9K | −$470 | Added$1.57K |
| Ameritas Advisory Services, LLC | 293 | $18.7K | — | New |
| Founders Financial Alliance, LLC | 221 | $14.1K | — | New |
| Key Capital Management, INC | 221 | $14.1K | −$0 | Added$14K |
| PRIVATE TRUST CO NA | 106 | $6.75K | −$72 | Cut−$72 |
| JPMORGAN CHASE & CO | 100 | $6.35K | — | New |
| Allworth Financial LP | 98 | $6.25K | −$67 | Cut−$67 |
| Western Wealth Management, LLC | 85 | $5.4K | — | New |
| Clearstead Advisors, LLC | 40 | $2.55K | −$27 | Cut−$30.9K |
| PMV Capital Advisers, LLC | 4 | $260 | — | New |
| Capital Analysts, LLC | 1.62K | $104 | — | 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.