Stock
Reported value
$19M
Holders
63
+9 new · −3 exited
Holders’ est. mark
−$1.09M
Price effect on 53 books still in the name
Largest holder
$1.98M
LPL Financial LLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $1.01M
- Fidelity0.0% · $330.7K
- Icahn Capital0.0% · $262.9K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| LPL Financial LLC | 70.2K | $1.98M | −$97.7K | Added$436.7K |
| Caprock Group, LLC | 46.1K | $1.3M | −$87.8K | Cut−$87.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | 44K | $1.24M | −$83.7K | Cut−$189.8K |
| Creative Planning | 42.6K | $1.2M | −$81.1K | Cut−$118K |
| Wedmont Private Capital | 36.5K | $1.08M | −$48K | Cut−$48K |
| JANE STREET GROUP, LLC | 36.7K | $1.04M | −$69.9K | Cut−$777.6K |
| Citadel | 35.9K | $1.01M | −$27.1K | Added$584.6K |
| OSAIC HOLDINGS, INC. | 29K | $819.9K | −$55.1K | Cut−$55.1K |
| Waverly Advisors, LLC | 28.5K | $806.1K | −$53.4K | Cut−$40.3K |
| GTS SECURITIES LLC | 24.9K | $704.3K | −$47.5K | Cut−$1.03M |
| Farther Finance Advisors, LLC | 24.6K | $700.4K | −$42.4K | Cut−$87.1K |
| SageGuard Financial Group, LLC | 23K | $649.5K | −$43.8K | Cut−$326.6K |
| Focus Partners Wealth | 18.7K | $528.4K | −$35.6K | Cut−$58K |
| TRUIST FINANCIAL CORP | 17.8K | $503.1K | −$33.9K | Cut−$33.9K |
| CAPTRUST FINANCIAL ADVISORS | 16.7K | $471.3K | −$31.6K | Cut−$29.1K |
| MORGAN STANLEY | 12.3K | $347.5K | −$23.4K | Cut−$44.9K |
| Fidelity | 11.7K | $330.7K | −$12.7K | Added$130K |
| Mariner, LLC | 11.6K | $326.6K | −$22K | Cut−$101.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11K | $311.4K | — | New |
| Arkadios Wealth Advisors | 10.2K | $289.5K | −$19.5K | Cut−$66.7K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 10.1K | $284K | −$19.1K | Cut−$19.1K |
| MERCER GLOBAL ADVISORS INC /ADV | 9.93K | $280.7K | −$16.1K | Added$26.4K |
| AMERIPRISE FINANCIAL INC | 9.8K | $276.9K | — | New |
| Icahn Capital | 9.3K | $262.9K | −$15.7K | Added$14.7K |
| Cetera Investment Advisers | 8.93K | $252.2K | −$17K | Cut−$17K |
| BROWN BROTHERS HARRIMAN & CO | 8.56K | $242K | −$16.3K | Cut−$16.3K |
| Pure Financial Advisors, LLC | 8.01K | $226.4K | −$14.2K | Added$2.23K |
| Lido Advisors, LLC | 7.68K | $217.1K | −$12.9K | Cut−$85.2K |
| Wilkerson Advisory Group LLC | 4.81K | $136K | −$9.16K | Cut−$9.16K |
| Aptus Capital Advisors, LLC | 4.52K | $127.7K | −$8.6K | Cut−$8.61K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 4.52K | $127.7K | — | New |
| Key Financial Inc | 3.98K | $112.3K | −$7.57K | Cut−$7.57K |
| Parallel Advisors, LLC | 3.27K | $92.5K | — | New |
| AE Wealth Management LLC | 3.16K | $89.4K | −$6.02K | Cut−$6.02K |
| PNC Financial Services Group, Inc. | 2.61K | $73.7K | −$4.97K | Cut−$4.97K |
| Allworth Financial LP | 2.29K | $64.8K | −$4.1K | Cut−$284 |
| MAI Capital Management | 2.19K | $62K | −$4.18K | Cut−$4.18K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.56K | $44.2K | −$638 | Added$34.1K |
| CWM, LLC | 1.56K | $44K | — | New |
| Financial Avengers, Inc. | 1.55K | $43.9K | −$2.96K | Cut−$2.96K |
| Scarborough Advisors, LLC | 1.5K | $42.4K | −$2.86K | Cut−$2.86K |
| BANK OF MONTREAL /CAN/ | 1.05K | $29.7K | −$2.12K | Cut−$2.12K |
| Lloyd Advisory Services, LLC. | 874 | $24.7K | — | New |
| Kingdom Financial Group LLC. | 874 | $24.7K | −$1.67K | Cut−$1.67K |
| SJS Investment Consulting Inc. | 824 | $23.3K | −$1.57K | Cut−$1.57K |
| HARBOUR INVESTMENTS, INC. | 641 | $18.1K | −$1.22K | Cut−$1.22K |
| Smartleaf Asset Management LLC | 607 | $16.7K | −$1.23K | Added$3.01K |
| Walsh & Associates, LLC | 461 | $13K | −$878 | Cut−$878 |
| NBC SECURITIES, INC. | 414 | $11.7K | −$788 | Cut−$788 |
| VANGUARD ADVISERS INC | 363 | $10.3K | — | Held |
| CALDWELL SUTTER CAPITAL, INC. | 310 | $8.76K | −$591 | Cut−$591 |
| Physician Wealth Advisors, Inc. | 233 | $6.6K | −$445 | Cut−$445 |
| WELLS FARGO & COMPANY/MN | 227 | $6.41K | — | New |
| Costello Asset Management, INC | 190 | $5.36K | −$361 | Cut−$361 |
| Ancora Advisors LLC | 165 | $4.66K | — | New |
| Capital Investment Advisory Services, LLC | 161 | $4.55K | −$307 | Cut−$307 |
| JPMORGAN CHASE & CO | 143 | $3.94K | −$373 | Cut−$373 |
| Founders Financial Alliance, LLC | 126 | $3.56K | — | New |
| UBS Group AG | 84 | $2.37K | −$159 | Cut−$3.75K |
| FLOW TRADERS U.S. LLC | 41.1K | $1.16K | −$44 | Added$464 |
| US BANCORP \DE\ | 40 | $1.13K | −$76 | Cut−$76 |
| DHJJ Financial Advisors, Ltd. | 10 | $283 | −$19 | Cut−$19 |
| Cambridge Investment Research Advisors, Inc. | 7.93K | $224 | −$15 | Cut−$9 |
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.