Stock
Reported value
$807.3M
Holders
132
+15 new · −14 exited
Holders’ est. mark
−$49.1M
Price effect on 115 books still in the name
Largest holder
$251.6M
LPL Financial LLC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $58
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| LPL Financial LLC | 4.36M | $251.6M | −$19.9M | Cut−$39.8M |
| Envestnet Portfolio Solutions, Inc. | 2.24M | $129.6M | −$9.32M | Added$2.59M |
| ENVESTNET ASSET MANAGEMENT INC | 2.24M | $129.4M | −$8.79M | Added$9.49M |
| Hibernia Wealth Partners, LLC | 414.6K | $23.9M | −$1.9M | Cut−$2.29M |
| Cerity Partners LLC | 389.7K | $22.5M | — | New |
| LANDMARK WEALTH MANAGEMENT, INC. | 290.3K | $16.8M | −$1.24M | Cut−$147.2K |
| Mariner, LLC | 277.1K | $16M | −$1.27M | Cut−$1.86M |
| Signal Advisors Wealth, LLC | 224.3K | $13M | −$895.7K | Added$739.6K |
| Aspire Private Capital, LLC | 218K | $12.6M | −$938.9K | Cut−$212.6K |
| Mosley Wealth Management | 199.9K | $11.9M | −$153.4K | Cut−$112.8K |
| NewEdge Advisors, LLC | 85.9K | $11.7M | $6.38M | Cut−$4.83M |
| Cetera Investment Advisers | 181K | $10.5M | −$751.2K | Added$210.3K |
| HARBOUR INVESTMENTS, INC. | 180.2K | $10.4M | −$727.6K | Added$484.2K |
| AE Wealth Management LLC | 157.4K | $9.09M | −$602.4K | Added$872.3K |
| Raleigh Capital Management Inc. | 150.2K | $8.67M | −$593.6K | Added$580.3K |
| CreativeOne Wealth, LLC | 146.8K | $8.47M | −$516.3K | Added$1.43M |
| HighTower Advisors, LLC | 144.7K | $8.36M | −$606.4K | Added$88.1K |
| Summit Financial, LLC | 102.2K | $5.9M | −$463.6K | Cut−$419.4K |
| MML INVESTORS SERVICES, LLC | 97.2K | $5.61M | −$361.3K | Added$687K |
| Sanctuary Advisors, LLC | 94.3K | $5.45M | −$431.1K | Cut−$771.7K |
| Private Advisor Group, LLC | 89.7K | $5.18M | −$403.4K | Cut−$321.4K |
| Kestra Advisory Services, LLC | 84.9K | $4.9M | −$387.8K | Cut−$407.7K |
| PRINCIPAL SECURITIES, INC. | 74K | $4.27M | −$168.5K | Added$1.98M |
| Legacy Wealth Partners, LLC | 73.8K | $4.26M | −$312.6K | Cut−$3.82K |
| Sharkey, Howes & Javer | 73.7K | $4.26M | −$337K | Cut−$1.8M |
| AXXCESS WEALTH MANAGEMENT, LLC | 71.8K | $4.15M | −$328.3K | Cut−$486K |
| International Private Wealth Advisors LLC | 70K | $4.04M | −$288.1K | Added$115.2K |
| Global Financial Private Client, LLC | 66.5K | $3.84M | −$292.8K | Cut−$150.9K |
| RAYMOND JAMES FINANCIAL INC | 59.7K | $3.45M | −$255.1K | Cut−$29K |
| NOVUS ADVISORS, LLC | 57.9K | $3.34M | −$257K | Cut−$160.5K |
| MORGAN STANLEY | 56.8K | $3.28M | −$220.1K | Added$280.6K |
| GeoWealth Management, LLC | 55.7K | $3.21M | −$248.3K | Cut−$172.8K |
| LOCKERMAN FINANCIAL GROUP, INC. | 39.8K | $2.3M | −$173.1K | Cut−$59.7K |
| Outlook Wealth Advisors, LLC | 37.1K | $2.14M | −$164.3K | Cut−$96.3K |
| Balboa Wealth Partners | 29.2K | $1.69M | −$127K | Cut−$47K |
| Apella Capital, LLC | 27K | $1.68M | −$1.37K | Cut−$67.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27.3K | $1.58M | −$124.9K | Cut−$1.27M |
| WealthPoint Financial, LLC | 25.1K | $1.56M | $0 | Held |
| OSAIC HOLDINGS, INC. | 26.8K | $1.55M | −$122.4K | Cut−$309.9K |
| October Effect Ltd | 26.5K | $1.53M | −$91.2K | Added$284.8K |
| Integrity Wealth Partners, LLC | 24.8K | $1.43M | — | Held |
| IAMS WEALTH MANAGEMENT, LLC | 24.7K | $1.43M | −$112.8K | Cut−$138.6K |
| World Investment Advisors | 21.8K | $1.26M | −$95.8K | Cut−$47.7K |
| Gladstone Institutional Advisory LLC | 18.9K | $1.09M | −$86.2K | Cut−$128.8K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 17.8K | $1.03M | −$77K | Cut−$22.3K |
| Kraft, Davis & Associates, LLC | 16K | $1.01M | $3.2K | Added$635.1K |
| Aegis Wealth Management, Inc. | 17.3K | $998.8K | −$52.9K | Added$277.8K |
| Spectrum Planning & Advisory Services Inc. | 15.6K | $902.1K | −$71.4K | Cut−$71.2K |
| Stratos Wealth Partners, LTD. | 14.9K | $858.1K | −$60.2K | Added$38.1K |
| Dakota Wealth Management | 14.1K | $815.7K | −$64.6K | Cut−$141.8K |
| Zullo Investment Group, Inc. | 13.8K | $798.9K | — | New |
| VestGen Advisors, LLC | 12.1K | $787.1K | $27.9K | Added$120.4K |
| Bison Wealth, LLC | 11.7K | $766.2K | $87.3K | Added$96.8K |
| SILVER OAK SECURITIES, INCORPORATED | 12.2K | $703.1K | −$60.5K | Cut−$58.7K |
| Triumph Capital Management | 11.8K | $682.5K | −$50.9K | Cut−$11.3K |
| Argent Trust Co | 11.8K | $682K | −$54K | Cut−$107.5K |
| STIFEL FINANCIAL CORP | 11.4K | $656.2K | −$51.9K | Cut−$56.1K |
| Capital Asset Advisory Services LLC | 10.5K | $651.7K | −$8.06K | Added$22.4K |
| ROYAL BANK OF CANADA | 10.9K | $630K | −$49.1K | Cut−$154K |
| Richard W. Paul & Associates, LLC | 10.5K | $603.6K | −$46K | Cut−$23.1K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 10.1K | $585K | −$46.3K | Cut−$51.1K |
| EVOLUTION WEALTH MANAGEMENT INC. | 10.1K | $584.6K | −$46.2K | Cut−$45.5K |
| Kelly Financial Services LLC | 10.1K | $584.5K | −$44.4K | Cut−$21.2K |
| Independent Advisor Alliance | 9.34K | $539K | −$34K | Added$75.3K |
| J.W. COLE ADVISORS, INC. | 9.17K | $529.3K | $386.7K | Added$370.4K |
| TRUIST FINANCIAL CORP | 9K | $519.5K | −$33.2K | Added$65.7K |
| FWG Investments, LLC. | 8.88K | $512.4K | −$40.6K | Cut−$77.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 8.77K | $506.6K | −$40.1K | Cut−$50.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.63K | $498.2K | −$23.9K | Added$172.2K |
| FSA Advisors, Inc. | 8.44K | $487.3K | −$38.6K | Cut−$95K |
| True Vision MN LLC | 8.42K | $486.1K | −$35.4K | Added$2.77K |
| Atria Investments, Inc | 8.28K | $478.1K | −$36.1K | Cut−$13.5K |
| Smartleaf Asset Management LLC | 8.03K | $448.9K | −$46.9K | Added$15.4K |
| First Heartland Consultants, Inc. | 7.73K | $446.4K | −$32.9K | Cut−$2K |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 6.84K | $426K | $15 | Added$115.6K |
| Patriot Financial Group Insurance Agency, LLC | 7.2K | $415.8K | −$16.5K | Added$190.6K |
| Creative Planning | 6.84K | $395K | −$31.3K | Cut−$31.5K |
| Western Wealth Management, LLC | 6.65K | $383.8K | — | New |
| Compound Planning, Inc. | 6.6K | $381.2K | −$30K | Cut−$27.1K |
| SILVERLAKE WEALTH MANAGEMENT LLC | 6.59K | $380.8K | −$30.1K | Cut−$30K |
| J2 Capital Management Inc | 6.55K | $378.3K | −$29K | Cut−$17K |
| M1 Capital Management LLC | 6.08K | $351.2K | −$22.7K | Added$41.2K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 5.62K | $324.3K | −$22.1K | Added$23.6K |
| Castleview Partners, LLC | 5.44K | $313.9K | −$24.8K | Cut−$24.6K |
| NWAM LLC | 5.41K | $312.3K | −$26.6K | Cut−$26.6K |
| Ethic Inc. | 5.28K | $305.1K | — | New |
| Balefire, LLC | 5.21K | $300.5K | −$23.4K | Cut−$18.7K |
| Maia Wealth LLC | 5.09K | $293.8K | −$15.5K | Cut−$17.6K |
| Ruggiero Investments, Inc. | 5.06K | $292.4K | −$19K | Added$33.7K |
| Equitable Holdings, Inc. | 4.22K | $263.3K | — | New |
| BANK OF AMERICA CORP /DE/ | 4.38K | $252.7K | −$20K | Cut−$20K |
| PRIVATE CLIENT SERVICES, LLC | 4.01K | $231.7K | −$18.3K | Cut−$27.4K |
| Pinnacle Family Advisors, LLC | 3.77K | $217.5K | −$17.2K | Cut−$19.3K |
| Virtue Capital Management, LLC | 3.81K | $213K | −$22.2K | Cut−$4.3K |
| Merit Financial Group, LLC | 3.68K | $212.5K | −$15.6K | Cut−$1.26K |
| Integrated Wealth Concepts LLC | 3.65K | $211K | −$16.7K | Cut−$16.7K |
| GAMMA Investing LLC | 3.59K | $207.2K | — | New |
| GOLDMAN SACHS GROUP INC | 3.59K | $207.1K | — | New |
| Signature Equity Partners, LLC | 2.92K | $168.8K | — | New |
| MeadowBrook Investment Advisors LLC | 2.51K | $144.9K | −$11.5K | Cut−$11.5K |
| Farther Finance Advisors, LLC | 1.91K | $111.4K | −$7.79K | Cut−$7.97K |
| PRIVATE TRUST CO NA | 1.92K | $111K | −$8.66K | Cut−$7.11K |
| RICHARDSON FINANCIAL SERVICES INC. | 1.71K | $98.6K | −$356.2K | Cut−$360.7K |
| BROWN, LISLE/CUMMINGS, INC. | 1.54K | $88.7K | — | New |
| Key Capital Management, INC | 1.48K | $85.2K | −$4 | Added$85.2K |
| WELLS FARGO & COMPANY/MN | 1.46K | $84.4K | −$6.64K | Cut−$6.71K |
| TD Capital Management LLC | 1.36K | $78.8K | −$6.24K | Cut−$6.24K |
| Stone House Investment Management, LLC | 995 | $57.5K | −$4.33K | Cut−$1.79K |
| Quest 10 Wealth Builders, Inc. | 953 | $55K | −$4.34K | Cut−$4.17K |
| CoreCap Advisors, LLC | 626 | $36.1K | −$2.05K | Added$8.17K |
| Frazier Financial Advisors, LLC | 561 | $32.4K | −$2.58K | Cut−$2.53K |
| Annis Gardner Whiting Capital Advisors, LLC | 517 | $29.9K | −$2.36K | Cut−$2.36K |
| PARK AVENUE SECURITIES LLC | 503K | $29K | −$2.22K | Cut−$1.27K |
| Allworth Financial LP | 494 | $28.5K | −$2.26K | Cut−$2.26K |
| REAP Financial Group, LLC | 468 | $27K | −$2.14K | Cut−$2.14K |
| Merkkuri Wealth Advisors LLC | 397 | $22.9K | — | New |
| Kingdom Financial Group LLC. | 271 | $15.7K | −$1.17K | Cut−$533 |
| Lloyd Advisory Services, LLC. | 271 | $15.7K | — | New |
| Arax Advisory Partners | 258 | $14.9K | −$1.18K | Cut−$1.18K |
| CWM, LLC | 251 | $14.5K | — | New |
| Golden State Equity Partners | 232 | $13.4K | — | New |
| JPMORGAN CHASE & CO | 221 | $12.4K | −$1.38K | Cut−$1.1K |
| AdvisorNet Financial, Inc | 199 | $11.5K | −$910 | Cut−$910 |
| CHELSEA COUNSEL CO | 164 | $10.2K | $0 | Held |
| VANGUARD ADVISERS INC | 122 | $7.04K | — | Held |
| PNC Financial Services Group, Inc. | 100 | $5.77K | — | New |
| Networth Advisors, LLC | 77 | $4.45K | −$55 | Added$3.7K |
| Cambridge Investment Research Advisors, Inc. | 28.8K | $1.66K | −$131 | Cut−$214 |
| Rossby Financial, LCC | 28 | $1.63K | −$114 | Cut−$114 |
| Covestor Ltd | 1.61K | $93 | −$2 | Added$53 |
| Fidelity | 1 | $58 | — | New |
| HANTZ FINANCIAL SERVICES, INC. | 159 | $9 | −$1 | Cut−$1 |
Who left
- Worth Financial Advisory Group, LLC$2.2M
- Hilltop Holdings Inc.$1.33M
- FLAGSHIP HARBOR ADVISORS, LLC$1.02M
- Spinnaker Investment Group, LLC$833.3K
- Capital CS Group, LLC$742.7K
- NorthRock Partners, LLC$345.2K
- Advisory Services Network, LLC$298.5K
- JANE STREET GROUP, LLC$281.8K
- CROBAN$228.7K
- Sigma Planning Corp$212.2K
- CITIGROUP INC$81K
- US BANCORP \DE\$17.3K
- MPWM ADVISORY SOLUTIONS, LLC$188
- Smithfield Trust Co$10
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.