Stock
Reported value
$139.7M
Holders
58
+4 new · −9 exited
Holders’ est. mark
−$1.28M
Price effect on 53 books still in the name
Largest holder
$25.8M
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $939.8K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 332.4K | $25.8M | −$218.4K | Added$3.36M |
| AMERIPRISE FINANCIAL INC | 254.8K | $19.8M | −$181.1K | Added$1.4M |
| LPL Financial LLC | 239.9K | $18.6M | −$182.9K | Cut−$662K |
| WELLS FARGO & COMPANY/MN | 188.5K | $14.6M | −$139.6K | Added$277.4K |
| BANK OF AMERICA CORP /DE/ | 141.6K | $11M | −$108K | Cut−$4.26M |
| UBS Group AG | 109.5K | $8.5M | −$78K | Added$485.5K |
| Larry Mathis Financial Planning, LLC | 64.8K | $5.04M | −$49.3K | Cut−$27.7K |
| STEPHENS INC /AR/ | 64.5K | $5.01M | −$49.1K | Cut−$48.1K |
| OSAIC HOLDINGS, INC. | 39.4K | $3.06M | −$30K | Cut−$309.9K |
| Certified Advisory Corp | 38.7K | $3M | −$29.5K | Cut−$360.1K |
| NorthRock Partners, LLC | 28.3K | $2.2M | −$21.6K | Cut−$1.62M |
| Cetera Investment Advisers | 25.6K | $1.99M | −$19.6K | Cut−$558K |
| ENVESTNET ASSET MANAGEMENT INC | 23.7K | $1.84M | −$18K | Cut−$92K |
| MML INVESTORS SERVICES, LLC | 20.4K | $1.59M | −$15.5K | Cut−$67.4K |
| SteelPeak Wealth, LLC | 17.9K | $1.39M | −$13.6K | Cut−$188.2K |
| JANE STREET GROUP, LLC | 17.8K | $1.38M | −$2.7K | Added$1.1M |
| RAYMOND JAMES FINANCIAL INC | 16.4K | $1.28M | −$10.6K | Added$187.5K |
| Rockefeller Capital Management L.P. | 16K | $1.24M | −$12.2K | Cut−$62.6K |
| HighTower Advisors, LLC | 12.6K | $977K | −$9.53K | Cut−$1.22K |
| Citadel | 12.1K | $939.8K | — | New |
| STIFEL FINANCIAL CORP | 11.5K | $891.3K | −$8.75K | Cut−$41.5K |
| Empirical Asset Management, LLC | 10.9K | $844K | −$7.95K | Added$21.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | 10.6K | $824K | −$7.01K | Added$104.7K |
| Kovack Advisors, Inc. | 9.41K | $730.6K | −$7.15K | Added$43.1K |
| ROYAL BANK OF CANADA | 8.88K | $689K | −$6.97K | Cut−$25K |
| Coastal Bridge Advisors, LLC | 8.2K | $636.6K | −$6.24K | Cut−$23.3K |
| PARTNERS WEALTH MANAGEMENT, LLC | 7.04K | $546.7K | −$5.37K | Cut−$134.8K |
| Anchor Investment Management, LLC | 5.95K | $462.1K | −$572 | Added$403.3K |
| Duncan Williams Asset Management, LLC | 5.6K | $434.9K | −$4.59K | Cut−$213.8K |
| Hyundai Investments Co., Ltd. | 5.4K | $417.1K | −$7.53K | Cut−$29.2K |
| Red Wave Investments LLC | 5.08K | $394.1K | −$3.87K | Cut−$3.87K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.05K | $391.9K | −$3.85K | Cut−$1.41M |
| MAI Capital Management | 4.83K | $375.5K | −$3.64K | Cut−$14.7K |
| KKM Financial LLC | 4.11K | $322.6K | $0 | Held |
| OPINICUS CAPITAL, INC. | 4.06K | $315.3K | −$3.09K | Cut−$1.3K |
| Farther Finance Advisors, LLC | 3.41K | $264.6K | −$2.85K | Cut−$1.29K |
| J.W. COLE ADVISORS, INC. | 3.18K | $246.8K | −$2.44K | Cut−$17.7K |
| PATTON ALBERTSON MILLER GROUP, LLC | 2.95K | $229.1K | −$2.25K | Cut−$11.3K |
| NOVEM GROUP | 2.84K | $220.6K | −$2.17K | Cut−$9.22K |
| Rockport Wealth LLC | 2.7K | $209.5K | −$2.06K | Cut−$2.76K |
| SFE Investment Counsel | 2.6K | $201.9K | −$1.98K | Cut−$1.98K |
| FIFTH THIRD BANCORP | 2.36K | $183.4K | — | New |
| Colonial Trust Co / SC | 1.9K | $147.6K | — | New |
| Wilmington Savings Fund Society, FSB | 1.39K | $107.6K | −$247 | Added$82.2K |
| Aptus Capital Advisors, LLC | 1.2K | $93K | −$906 | Cut−$129 |
| Medallion Wealth Advisors, LLC | 766 | $59.5K | −$626 | Cut−$83 |
| IFP Advisors, Inc | 580 | $45K | −$292 | Added$15K |
| PRIVATE TRUST CO NA | 526 | $40.8K | −$401 | Cut−$401 |
| Geneos Wealth Management Inc. | 350 | $27.2K | −$266 | Cut−$266 |
| Spire Wealth Management | 299 | $23.2K | −$228 | Cut−$228 |
| BANK OF MONTREAL /CAN/ | 85 | $6.6K | −$7 | Added$5.82K |
| HOLLENCREST CAPITAL MANAGEMENT | 65 | $5.05K | −$49 | Cut−$49 |
| Allworth Financial LP | 55 | $4.27K | −$42 | Cut−$42 |
| Capital Advisors, Ltd. LLC | 33.1K | $2.57K | −$24 | Added$118 |
| Cambridge Investment Research Advisors, Inc. | 30.3K | $2.35K | −$20 | Added$321 |
| Western Wealth Management, LLC | 19 | $1.48K | — | New |
| VANGUARD ADVISERS INC | 14 | $1.09K | — | Held |
| Tower Research Capital LLC (TRC) | 1 | $78 | $0 | Held |
Who left
- Elevation Capital Advisory, LLC$2.83M
- Hobart Private Capital, LLC$1.37M
- NewEdge Advisors, LLC$436.8K
- Point Nemo Capital, LLC$435.4K
- AXXCESS WEALTH MANAGEMENT, LLC$226.1K
- Vermillion & White Wealth Management Group, LLC$33.6K
- ASSETMARK, INC$10.7K
- Strategic Advocates LLC$7.62K
- PNC Financial Services Group, Inc.$6.82K
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.