Stock
Reported value
$25M
Holders
35
+6 new · −3 exited
Holders’ est. mark
$428.6K
Price effect on 29 books still in the name
Largest holder
$5.75M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 430.2K | $5.75M | $107.1K | Added$174.9K |
| Matisse Capital | 291K | $3.89M | $73.3K | Added$73.3K |
| Shaker Financial Services, LLC | 196K | $2.62M | $48.7K | Added$88.2K |
| 1607 Capital Partners, LLC | 178.4K | $2.38M | $24.6K | Added$1.11M |
| PRIVATE MANAGEMENT GROUP INC | 168K | $2.24M | $42.3K | Added$13.9K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 106.4K | $1.42M | $24.3K | Added$155.3K |
| LPL Financial LLC | 89.1K | $1.19M | $16.6K | Added$325.6K |
| Integrated Wealth Concepts LLC | 86.7K | $1.16M | $21.5K | Added$40.2K |
| Compound Planning, Inc. | 49.8K | $665.7K | $12.6K | Cut−$22.9K |
| CAPTRUST FINANCIAL ADVISORS | 39.4K | $526.9K | $8.94K | Added$61.6K |
| ROTHSCHILD INVESTMENT LLC | 37.1K | $495.9K | $9.35K | Added$9.35K |
| Tidal Investments LLC | 29K | $387.4K | — | New |
| RAYMOND JAMES FINANCIAL INC | 24.9K | $332.3K | $6.26K | Cut−$2.09M |
| Beckerman Institutional, LLC | 22.9K | $305.4K | $3.25K | Added$136.4K |
| D.A. DAVIDSON & CO. | 21.8K | $291.7K | $5.5K | Cut−$2.37K |
| 1776 Wealth LLC | 20.4K | $272.5K | $5.14K | Added$5.14K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15.7K | $209.5K | $3.64K | Added$20.3K |
| BLAIR WILLIAM & CO/IL | 13.5K | $180.7K | $3.41K | Added$3.41K |
| WELLS FARGO & COMPANY/MN | 12.5K | $167.7K | $3.15K | Cut−$17.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 11.8K | $157.2K | $2.97K | Added$2.09K |
| WOLVERINE ASSET MANAGEMENT LLC | 7.37K | $98.5K | $1.86K | Cut−$4.78K |
| UBS Group AG | 6.38K | $85.3K | $1.61K | Cut−$22.6K |
| OSAIC HOLDINGS, INC. | 4.4K | $58.9K | $1.1K | Added$1.1K |
| FIFTH THIRD BANCORP | 3.59K | $48K | — | New |
| Atlantic Union Bankshares Corp | 2.1K | $28.1K | $529 | Added$529 |
| PNC Financial Services Group, Inc. | 1.87K | $25K | $472 | Added$472 |
| BFSG, LLC | 600 | $8.02K | $152 | Added$152 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 558 | $7.46K | — | New |
| Farther Finance Advisors, LLC | 280 | $3.8K | $129 | Added$129 |
| Allworth Financial LP | 171 | $2.29K | — | New |
| North Star Investment Management Corp. | 138 | $1.84K | $35 | Added$35 |
| SALEM INVESTMENT COUNSELORS INC | 100 | $1.34K | — | New |
| McIlrath & Eck, LLC | 79 | $1.06K | $20 | Added$20 |
| City State Bank | 9 | $120 | $2 | Added$2 |
| Blue Trust, Inc. | 0 | $2 | — | New |
Who left
- Cornerstone Advisors, LLC$617.8K
- Coastline Trust Co$5.91K
- BANK OF AMERICA CORP /DE/$2.87K
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.