Stock
Reported value
$199.4M
Holders
72
+14 new · −6 exited
Holders’ est. mark
$1.46M
Price effect on 58 books still in the name
Largest holder
$62.4M
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 | 1.29M | $62.4M | −$293.3K | Added$12M |
| LPL Financial LLC | 714.7K | $34.5M | −$198.1K | Added$472.3K |
| RAYMOND JAMES FINANCIAL INC | 217.8K | $10.5M | −$39.6K | Added$3.72M |
| ENVESTNET ASSET MANAGEMENT INC | 191.9K | $9.27M | −$51.7K | Added$389.6K |
| 49 WEALTH MANAGEMENT, LLC | 185K | $8.93M | −$44.9K | Added$1.22M |
| MML INVESTORS SERVICES, LLC | 174.1K | $8.41M | −$49.2K | Cut−$615.1K |
| UBS Group AG | 149.2K | $7.2M | −$42.2K | Cut−$1.75M |
| Federation des caisses Desjardins du Quebec | 131.4K | $6.34M | — | New |
| Luminist Capital LLC | 106.4K | $5.14M | −$27.5K | Added$412.1K |
| STIFEL FINANCIAL CORP | 94.7K | $4.57M | −$26.9K | Cut−$332.8K |
| Marshall & Sterling Wealth Advisors Inc. | 59.1K | $2.85M | −$12.5K | Added$702.9K |
| Insight Wealth Partners, LLC | 58.9K | $2.84M | — | New |
| EP Wealth Advisors, LLC | 58.4K | $2.82M | −$16.3K | Added$17.6K |
| NewEdge Advisors, LLC | 7.81K | $2.77M | $2.39M | Cut−$326.2K |
| Stratos Wealth Partners, LTD. | 48.5K | $2.34M | −$3.01K | Added$1.83M |
| Citadel | 43.2K | $2.09M | −$2.79K | Added$1.61M |
| Wealthcare Advisory Partners LLC | 38.1K | $1.84M | −$10.4K | Added$61K |
| INTEGRITY ALLIANCE, LLC. | 35.7K | $1.72M | −$8.56K | Added$254K |
| 4WEALTH ADVISORS, INC. | 30.6K | $1.48M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 30.6K | $1.48M | −$7.54K | Added$174K |
| KPP Advisory Services LLC | 28.9K | $1.39M | −$8.16K | Cut−$8.16K |
| GOLDMAN SACHS GROUP INC | 27K | $1.3M | −$4.24K | Added$575.9K |
| INDEPENDENT FINANCIAL GROUP, LLC | 24.5K | $1.18M | −$6.94K | Cut−$47.9K |
| Private Advisor Group, LLC | 23.2K | $1.12M | −$6.58K | Cut−$111.3K |
| HighPoint Advisor Group LLC | 22.4K | $1.08M | −$3.95K | Added$401.6K |
| WELLS FARGO & COMPANY/MN | 22.1K | $1.07M | −$3.48K | Added$467.2K |
| IFP Advisors, Inc | 21.8K | $1.05M | −$5.8K | Added$56.3K |
| Tower Research Capital LLC (TRC) | 20.5K | $987.4K | −$2.9K | Added$489K |
| Curran Financial Partners, LLC | 19.2K | $926.9K | −$5.43K | Cut−$227.9K |
| WealthBridge Capital Management, LLC | 16.6K | $799.7K | −$4.68K | Cut−$37.3K |
| Empirical Asset Management, LLC | 15.1K | $729.3K | −$4.29K | Cut−$6.14K |
| LVW Advisors, LLC | 13.9K | $672.6K | −$3.94K | Cut−$97K |
| CoreCap Advisors, LLC | 13.3K | $641.1K | −$2.94K | Added$135.7K |
| Tidal Investments LLC | 13.1K | $632K | −$4.32K | Cut−$708.1K |
| Stewardship Advisors, LLC | 11.1K | $535.4K | −$3.14K | Cut−$3.13K |
| Ameritas Advisory Services, LLC | 9.01K | $435.2K | −$2.33K | Added$35.2K |
| Kovack Advisors, Inc. | 7.91K | $381.7K | −$2.23K | Cut−$174.4K |
| Cetera Investment Advisers | 7.56K | $364.9K | −$2.13K | Cut−$10.4K |
| Weaver Consulting Group | 7.25K | $350K | −$2.05K | Cut−$147.7K |
| WBI INVESTMENTS, LLC | 6.12K | $295.7K | — | New |
| Cullen/Frost Bankers, Inc. | 5.75K | $277.6K | −$1.63K | Cut−$1.63K |
| Equitable Holdings, Inc. | 5.54K | $269.1K | −$0 | Added$20.2K |
| F/m Investments LLC | 5.54K | $267.7K | −$1.57K | Cut−$2.4M |
| FELL CAPITAL MANAGEMENT /ADV | 5.17K | $249.9K | −$1.46K | Cut−$13.6K |
| Independent Advisor Alliance | 5.03K | $242.8K | — | New |
| PERSPECTIVE WEALTH ADVISORS LLC | 5K | $241.6K | −$1.41K | Cut−$7.1K |
| TRUIST FINANCIAL CORP | 4.92K | $237.6K | — | New |
| BCS Private Wealth Management, Inc. | 4.7K | $226.9K | −$1.33K | Cut−$1.33K |
| Kestra Advisory Services, LLC | 4.5K | $217.3K | −$396 | Added$149.3K |
| Kraft, Davis & Associates, LLC | 4.48K | $215.8K | −$1.8K | Cut−$2.07M |
| RFG Advisory, LLC | 4.31K | $207.9K | — | New |
| Maridea Wealth Management LLC | 4.26K | $205.5K | — | New |
| Crews Bank & Trust | 4.13K | $199.4K | −$1.17K | Cut−$11.4K |
| Brentview Investment Management LLC | 4K | $193.1K | −$1.13K | Cut−$1.13K |
| CENTRAL TRUST Co | 3.4K | $164.2K | −$961 | Cut−$961 |
| Aptus Capital Advisors, LLC | 2.55K | $123.1K | −$721 | Cut−$721 |
| OSAIC HOLDINGS, INC. | 2.02K | $97.5K | −$476 | Added$15.8K |
| FIFTH THIRD BANCORP | 1.43K | $69.2K | — | New |
| BANK OF MONTREAL /CAN/ | 1.39K | $67.3K | −$394 | Cut−$394 |
| West Branch Capital LLC | 569 | $27.5K | −$147 | Added$143 |
| PRIVATE TRUST CO NA | 500 | $24.1K | — | New |
| Fidelity | 455 | $22K | −$14 | Added$18.8K |
| Advisory Services Network, LLC | 381 | $18.4K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 250 | $12.1K | — | New |
| Allworth Financial LP | 183 | $8.84K | −$52 | Cut−$52 |
| Sankala Group LLC | 152 | $7.34K | −$54 | Cut−$54 |
| Longview Financial Advisors, Inc. | 119 | $5.75K | — | New |
| Front Row Advisors LLC | 100 | $4.84K | −$16 | Cut−$16 |
| SIMPLEX TRADING, LLC | 99 | $4.78K | — | New |
| Janney Montgomery Scott LLC | 64.7K | $3.13K | −$18 | Cut−$340 |
| Cambridge Investment Research Advisors, Inc. | 6.85K | $331 | −$2 | Added$3 |
| DHJJ Financial Advisors, Ltd. | 2 | $103 | −$1 | Cut−$1 |
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.