Stock
Reported value
$33M
Holders
28
+3 new · −1 exited
Holders’ est. mark
−$551.8K
Price effect on 25 books still in the name
Largest holder
$11.7M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 285.6K | $11.7M | −$208.1K | Added$87K |
| RAYMOND JAMES FINANCIAL INC | 127.7K | $5.23M | −$95.4K | Cut−$1.35M |
| Key Financial Inc | 92.7K | $3.79M | −$49.9K | Added$1.01M |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 80.1K | $3.28M | −$58.1K | Added$34.8K |
| BANK OF AMERICA CORP /DE/ | 44.2K | $1.81M | −$33K | Cut−$776.5K |
| Anson Capital, Inc. | 21.2K | $866.7K | −$15.1K | Added$26.7K |
| Sanctuary Advisors, LLC | 20.1K | $824.4K | −$13.6K | Added$66.8K |
| LPL Financial LLC | 17.3K | $710.3K | −$13K | Cut−$56.1K |
| WELLS FARGO & COMPANY/MN | 15.4K | $632.2K | −$11.3K | Added$5.11K |
| Cetera Investment Advisers | 13.3K | $544.7K | −$9.98K | Cut−$14.4K |
| Heritage Wealth Management, Inc. | 10.9K | $447.3K | −$8.17K | Cut−$8.17K |
| ROYAL BANK OF CANADA | 9.79K | $401K | −$6.81K | Cut−$1.29M |
| JANE STREET GROUP, LLC | 9.63K | $394.3K | −$7.2K | Cut−$70.7K |
| UBS Group AG | 9.07K | $371.6K | −$6.69K | Cut−$1.57K |
| SFI Advisors, LLC | 8.53K | $349.4K | −$6.38K | Cut−$116.1K |
| MWA Asset Management | 7.79K | $319K | — | New |
| Capital Square, LLC | 7.14K | $305.3K | $6.54K | Added$43.1K |
| AMERIPRISE FINANCIAL INC | 7K | $286.7K | −$5.23K | Cut−$16.8K |
| SMITH, MOORE & CO. | 6.99K | $286.1K | −$5.07K | Added$2.09K |
| JONES FINANCIAL COMPANIES LLLP | 5.77K | $227.9K | −$10.7K | Added$21.1K |
| OSAIC HOLDINGS, INC. | 3.6K | $147.5K | −$1.71K | Added$54.8K |
| FIFTH THIRD BANCORP | 1.33K | $54.4K | — | New |
| Aptus Capital Advisors, LLC | 444 | $18.2K | −$282 | Added$2.46K |
| CWM, LLC | 183 | $7.49K | $7.48K | Added$7.48K |
| FLOW TRADERS U.S. LLC | 30.1K | $1.23K | −$8 | Added$767 |
| ASSETMARK, INC | 6 | $246 | −$4 | Cut−$4 |
| Cambridge Investment Research Advisors, Inc. | 5.94K | $243 | — | New |
| Golden State Wealth Management, LLC | 5 | $208 | −$4 | Cut−$4 |
Who left
- JPMORGAN CHASE & CO$15.1K
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.