Stock
Reported value
$334.2M
Holders
131
+8 new · −7 exited
Holders’ est. mark
$12.8M
Price effect on 123 books still in the name
Largest holder
$65.1M
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 945.7K | $65.1M | $2.56M | Added$2.51M |
| UBS Group AG | 418.8K | $28.8M | $1.12M | Added$1.57M |
| Capital Investment Advisors, LLC | 399.6K | $27.5M | $1.08M | Added$773.2K |
| RAYMOND JAMES FINANCIAL INC | 320.8K | $22.1M | $862.4K | Added$1.04M |
| WELLS FARGO & COMPANY/MN | 290.7K | $20M | $787.7K | Added$613K |
| BANK OF AMERICA CORP /DE/ | 277.2K | $19.1M | $751.1K | Added$623.3K |
| LPL Financial LLC | 246.1K | $16.9M | $666.9K | Added$396.1K |
| ROYAL BANK OF CANADA | 201.6K | $13.9M | $546K | Added$61K |
| TOTH FINANCIAL ADVISORY CORP | 190.2K | $13.1M | $515.4K | Added$496.3K |
| Baird Financial Group, Inc. | 136.5K | $9.39M | $359.5K | Added$622.6K |
| Arlington Trust Co LLC | 129.1K | $8.88M | $350K | Added$54.9K |
| &PARTNERS | 113.2K | $7.79M | $306.7K | Added$137.4K |
| TRUIST FINANCIAL CORP | 79.2K | $5.45M | $214.5K | Cut−$195K |
| Landmark Wealth Management, LLC | 66K | $4.54M | $142K | Added$1.07M |
| Sanctuary Advisors, LLC | 59.1K | $4.07M | $156K | Added$263.6K |
| SMITH, MOORE & CO. | 56.9K | $3.92M | $135.5K | Added$610.9K |
| AMERIPRISE FINANCIAL INC | 54.7K | $3.77M | $148.3K | Cut−$91.9K |
| STIFEL FINANCIAL CORP | 52.9K | $3.64M | $131.2K | Added$435.6K |
| ENVESTNET ASSET MANAGEMENT INC | 42.7K | $2.94M | $115.7K | Added$110.1K |
| GOLDMAN SACHS GROUP INC | 38K | $2.61M | $62.4K | Added$1.09M |
| COMMONWEALTH EQUITY SERVICES, LLC | 35.8K | $2.46M | $97.1K | Cut−$4.15M |
| Cetera Investment Advisers | 35.3K | $2.43M | $95.7K | Added$89.4K |
| Equitable Holdings, Inc. | 36.5K | $2.42M | $1.22K | Added$1.14M |
| United Advisor Group, LLC | 32.3K | $2.22M | $87.5K | Cut−$615 |
| OSAIC HOLDINGS, INC. | 32.1K | $2.22M | $83.8K | Added$177.1K |
| New England Private Wealth Advisors LLC | 30.2K | $2.08M | $81.7K | Added$83.4K |
| Jacobi Capital Management LLC | 27.8K | $1.91M | $75.2K | Added$75.3K |
| TWO SIGMA INVESTMENTS, LP | 26.7K | $1.84M | $72.3K | Added$72.3K |
| Parcion Private Wealth LLC | 24.9K | $1.71M | $67.5K | Added$67.5K |
| ForthRight Wealth Management, LLC | 18.4K | $1.26M | $49.7K | Cut−$4.52M |
| United Asset Strategies, Inc. | 18.2K | $1.25M | $45.8K | Added$132.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 17.6K | $1.22M | $30.4K | Cut−$375.4K |
| Essex Financial Services, Inc. | 17.7K | $1.21M | $47.9K | Cut−$25.9K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 16.6K | $1.14M | $43.7K | Added$72.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16.4K | $1.13M | $41.2K | Added$126K |
| Trueblood Wealth Management, LLC | 15.5K | $1.07M | $42.1K | Added$30.4K |
| PFG Investments, LLC | 14.2K | $976.7K | $38.4K | Cut−$323.2K |
| MERCER GLOBAL ADVISORS INC /ADV | 13.4K | $921.3K | $36.3K | Added$18.7K |
| Rockefeller Capital Management L.P. | 12.7K | $872.7K | $34.4K | Added$26.3K |
| Harvest Investment Services, LLC | 12.7K | $871.3K | $34K | Added$44.5K |
| Royal Capital Wealth Management, LLC | 12.5K | $858.9K | $33.8K | Added$34.7K |
| JONES FINANCIAL COMPANIES LLLP | 12.2K | $826.4K | $19.9K | Added$23.9K |
| Cascade Financial Partners, LLC | 11.6K | $798.5K | $31.5K | Added$25.8K |
| FIFTH THIRD BANCORP | 9.91K | $681.9K | — | New |
| Northwest Financial Advisors | 9.66K | $664.3K | $26.2K | Added$11K |
| Geneos Wealth Management Inc. | 8.65K | $594.8K | $22.1K | Added$57.2K |
| Gen-Wealth Partners Inc | 8.16K | $561.6K | $22.1K | Cut−$81.9K |
| Dynamic Advisor Solutions LLC | 7.95K | $546.7K | $21.4K | Added$23K |
| Citadel | 7.86K | $540.9K | $21.3K | Cut−$327.6K |
| Private Advisor Group, LLC | 7.64K | $525.5K | $20.6K | Added$21.9K |
| World Investment Advisors | 6.75K | $464K | $18.3K | Cut−$40.5K |
| Lewis Asset Management, LLC | 6.53K | $449.5K | $17.6K | Added$20.2K |
| Total Clarity Wealth Management, Inc. | 6.28K | $432.1K | $16.8K | Added$20.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6.11K | $420.5K | $16.6K | Cut−$576.4K |
| BLAIR WILLIAM & CO/IL | 6.11K | $420K | $15.2K | Added$49.6K |
| CFS Investment Advisory Services, LLC | 5.66K | $413.2K | $39.4K | Cut−$40K |
| Anson Capital, Inc. | 5.7K | $391.9K | $14.8K | Added$29.6K |
| Creekside Partners | 5.5K | $378K | $14.9K | Added$15K |
| Kestra Advisory Services, LLC | 5.28K | $363.5K | $7.64K | Added$177.3K |
| HighPoint Advisor Group LLC | 5.25K | $361.1K | $14.2K | Added$14.2K |
| DAVENPORT & Co LLC | 5.2K | $357.6K | $11.7K | Added$72.9K |
| GILPIN WEALTH MANAGEMENT, LLC | 5.14K | $353.3K | $13.9K | Added$13.9K |
| B. Riley Wealth Advisors, Inc. | 5.18K | $352.5K | $10.5K | Added$9.05K |
| HighTower Advisors, LLC | 5.06K | $347.9K | $13.6K | Added$13.8K |
| KRAEMATON INVESTMENT ADVISORS, INC | 4.93K | $339K | $13.4K | Cut−$41.7K |
| INTEGRITY ALLIANCE, LLC. | 4.51K | $310.4K | $12.2K | Cut−$44.5K |
| Bay Capital Advisors, LLC | 4.4K | $302.7K | $11.9K | Added$11.9K |
| Beacon Pointe Advisors, LLC | 4.29K | $295.1K | $11.5K | Added$15.4K |
| Acorn Wealth Advisors, LLC | 4.28K | $294.4K | $11.5K | Added$13.6K |
| Atlas Brown,Inc. | 4.26K | $293K | $11.5K | Added$12.4K |
| WBI INVESTMENTS, LLC | 4.24K | $291.7K | $11.5K | Cut−$384.8K |
| Round Rock Advisors LLC | 4.21K | $289.4K | $11.4K | Added$8.95K |
| Heritage Wealth Management, Inc. | 4.04K | $277.6K | $10.6K | Added$17.9K |
| Arkadios Wealth Advisors | 3.99K | $274.4K | $10.8K | Added$11K |
| WESBANCO BANK INC | 3.93K | $270.5K | $10.7K | Added$10.7K |
| HOWE & RUSLING INC | 3.89K | $267.7K | $8.66K | Added$57.2K |
| Legacy Trust | 3.88K | $266.9K | $10.5K | Added$10.5K |
| Waverly Advisors, LLC | 3.75K | $257.9K | $9.89K | Added$16.6K |
| J.W. COLE ADVISORS, INC. | 3.61K | $248.2K | $30K | Cut−$40.9K |
| KPP Advisory Services LLC | 3.49K | $240.1K | $9.49K | Added$9.49K |
| Jackson, Grant Investment Advisers, Inc. | 3.44K | $236.8K | $9.3K | Added$9.44K |
| CITIGROUP INC | 3.37K | $231.6K | $8.93K | Added$13.7K |
| IHT Wealth Management, LLC | 3.29K | $226.4K | $8.91K | Added$9.12K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 3.23K | $222K | $8.74K | Added$8.74K |
| MWA Asset Management | 3.19K | $219.5K | — | New |
| Western Wealth Management, LLC | 3.01K | $206.8K | — | New |
| Belpointe Asset Management LLC | 3K | $206.1K | — | New |
| MAI Capital Management | 2.96K | $203.9K | $7.96K | Added$9.06K |
| CALDWELL SUTTER CAPITAL, INC. | 2.58K | $177.7K | $7K | Added$3.96K |
| HARBOR INVESTMENT ADVISORY, LLC | 2.28K | $156.8K | $6.18K | Added$6.18K |
| Fidelity | 2.02K | $139K | $3.92K | Added$44.4K |
| Anchor Investment Management, LLC | 1.28K | $88.1K | $3.43K | Cut−$12.9K |
| HARBOUR INVESTMENTS, INC. | 1.09K | $74.7K | $2.96K | Cut−$74.3K |
| US BANCORP \DE\ | 1K | $68.8K | $2.71K | Added$2.71K |
| JPMORGAN CHASE & CO | 982 | $67K | $2.03K | Cut−$53.4K |
| Steward Partners Investment Advisory, LLC | 790 | $54.3K | $2.14K | Added$2.14K |
| FRANKLIN RESOURCES INC | 735 | $50.6K | $1.99K | Added$1.99K |
| PNC Financial Services Group, Inc. | 573 | $39.4K | $1.55K | Added$1.55K |
| Advisory Services Network, LLC | 552 | $38K | — | New |
| Russell Investments Group, Ltd. | 536 | $36.9K | — | New |
| Ameliora Wealth Management Ltd. | 500 | $34.4K | $1.36K | Added$1.35K |
| Key Financial Inc | 425 | $29.2K | $1.15K | Added$1.15K |
| Sound Income Strategies, LLC | 397 | $27.5K | −$302 | Cut−$302 |
| Golden State Equity Partners | 350 | $24.1K | — | New |
| Aptus Capital Advisors, LLC | 299 | $20.6K | $604 | Added$5.83K |
| Aventura Private Wealth, LLC | 280 | $19.2K | $705 | Added$911 |
| Sunrise Financial Services, LLC | 272 | $18.7K | $737 | Added$737 |
| WHITTIER TRUST CO OF NEVADA INC | 248 | $17.2K | $445 | Added$445 |
| Qube Research & Technologies Ltd | 203 | $14K | $549 | Cut−$3.02K |
| Allworth Financial LP | 167 | $11.5K | $261 | Added$5.22K |
| Wilmington Savings Fund Society, FSB | 161 | $11.1K | $436 | Added$436 |
| Smallwood Wealth Investment Management, LLC | 136 | $9.36K | $369 | Added$369 |
| Spire Wealth Management | 110 | $7.56K | $267 | Added$336 |
| Paladin Advisory Group, LLC | 101 | $6.95K | $274 | Added$274 |
| NBC SECURITIES, INC. | 100 | $6.88K | $270 | Added$270 |
| MidFirst Bank | 99 | $6.81K | $268 | Added$268 |
| PRIVATE TRUST CO NA | 89 | $6.12K | $241 | Added$241 |
| CoreCap Advisors, LLC | 82 | $5.64K | $203 | Added$685 |
| Cambridge Investment Research Advisors, Inc. | 57.8K | $3.98K | $118 | Added$1.1K |
| Root Financial Partners, LLC | 57 | $3.94K | $155 | Added$155 |
| CWM, LLC | 54 | $3.71K | $3.71K | Added$3.71K |
| Addison Advisors LLC | 50 | $3.44K | $136 | Added$136 |
| Colonial Trust Co / SC | 34 | $2.34K | $105 | Cut−$290 |
| Park Place Capital Corp | 30 | $2.04K | $23 | Added$91 |
| Farther Finance Advisors, LLC | 28 | $1.94K | $90 | Added$90 |
| Napier Financial, LLC | 18 | $1.24K | — | New |
| WEDBUSH SECURITIES INC | 14.3K | $986 | $37 | Added$65 |
| Tower Research Capital LLC (TRC) | 4 | $275 | $11 | Added$11 |
| Janney Montgomery Scott LLC | 3.96K | $272 | $9 | Added$24 |
| ASSETMARK, INC | 3 | $206 | $8 | Added$8 |
| Capital Advisors, Ltd. LLC | 2.09K | $144 | $6 | Cut−$161 |
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.