Stock
Reported value
$229.2M
Holders
43
+5 new · −9 exited
Holders’ est. mark
−$15.7M
Price effect on 38 books still in the name
Largest holder
$59.5M
Berman McAleer LLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $466.9K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Berman McAleer LLC | 2.24M | $59.5M | −$4.24M | Cut−$2.89M |
| Ameritas Advisory Services, LLC | 955K | $25.4M | −$1.85M | Cut−$2.09M |
| ROYAL BANK OF CANADA | 918.5K | $24.4M | −$989.2K | Added$9.89M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 906.7K | $24.1M | −$1.76M | Cut−$4.44M |
| Cetera Investment Advisers | 438.2K | $11.7M | −$850K | Cut−$997K |
| ENVESTNET ASSET MANAGEMENT INC | 436K | $11.6M | −$845.8K | Cut−$1.26M |
| LPL Financial LLC | 409.7K | $10.9M | −$794.8K | Cut−$1.75M |
| UBS Group AG | 341.6K | $9.09M | −$660K | Cut−$623.5K |
| Stratos Wealth Partners, LTD. | 279.3K | $7.43M | −$541.8K | Cut−$552.4K |
| Octavia Wealth Advisors, LLC | 244.4K | $6.51M | −$474.2K | Cut−$18.9M |
| PARTNERS WEALTH MANAGEMENT, LLC | 212.2K | $5.65M | −$411.6K | Cut−$968.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | 198.5K | $5.29M | −$355.2K | Added$56.8K |
| OSAIC HOLDINGS, INC. | 184.7K | $4.92M | −$358.4K | Cut−$1.46M |
| WealthPlan Investment Management, LLC | 184.5K | $4.91M | −$357.9K | Cut−$4.96M |
| WealthPLAN Partners, LLC | 133.6K | $3.56M | −$259.2K | Cut−$1.42M |
| Prosperity Financial Group, Inc. | 116.2K | $3.09M | −$225.5K | Cut−$225.6K |
| INTEGRITY ALLIANCE, LLC. | 60.1K | $1.6M | −$116.6K | Cut−$116.6K |
| RAYMOND JAMES FINANCIAL INC | 58.6K | $1.56M | −$113.6K | Cut−$134.5K |
| Empirical Asset Management, LLC | 45K | $1.2M | −$86.7K | Cut−$76.9K |
| FIRETHORN WEALTH PARTNERS, LLC | 32.6K | $867K | −$56.1K | Added$40.9K |
| Goldstone Financial Group, LLC | 31.1K | $828.6K | −$60.4K | Cut−$168.1K |
| Prime Capital Investment Advisors, LLC | 30.9K | $822.7K | −$32.4K | Added$345.2K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 27K | $719.6K | −$52.4K | Cut−$528.5K |
| Avior Wealth Management, LLC | 25.8K | $686.8K | −$50.1K | Cut−$50.1K |
| GTS SECURITIES LLC | 22.9K | $608.8K | −$28.5K | Added$189.2K |
| Citadel | 17.5K | $466.9K | — | New |
| CAPTRUST FINANCIAL ADVISORS | 15.2K | $405.8K | −$29.6K | Cut−$29.6K |
| Atria Investments, Inc | 12.5K | $333.4K | −$24.3K | Cut−$25.1K |
| PRINCIPAL SECURITIES, INC. | 8.4K | $223.7K | −$16.3K | Cut−$42.7K |
| Lido Advisors, LLC | 8.22K | $218.8K | −$33.5K | Cut−$33.5K |
| Newbridge Financial Services Group, Inc. | 7.41K | $197.1K | −$14.4K | Cut−$97.4K |
| Steward Partners Investment Advisory, LLC | 3.46K | $92K | −$6.7K | Cut−$65.9K |
| HARBOUR INVESTMENTS, INC. | 1.5K | $39.9K | — | New |
| JPMORGAN CHASE & CO | 1.54K | $39.6K | −$3.32K | Added$5.57K |
| MORGAN STANLEY | 1.04K | $27.6K | −$2.01K | Cut−$2.04K |
| FIFTH THIRD BANCORP | 1.03K | $27.5K | — | New |
| Indiana Trust & Investment Management Co | 724 | $19.3K | — | New |
| WEBSTER BANK, N. A. | 574 | $15.3K | −$1.11K | Cut−$1.11K |
| ASSETMARK, INC | 235 | $6.26K | −$456 | Cut−$456 |
| Security National Bank | 68 | $1.81K | — | New |
| Allworth Financial LP | 48 | $1.28K | −$93 | Cut−$93 |
| CENTAURUS FINANCIAL, INC. | 11.1K | $296 | −$21 | Cut−$21 |
| Janney Montgomery Scott LLC | 10.2K | $272 | −$20 | Cut−$66 |
Who left
- Encompass More Asset Management$10.7M
- NewEdge Advisors, LLC$1.79M
- OLD MISSION CAPITAL LLC$397.6K
- JANE STREET GROUP, LLC$362.2K
- SILVER OAK SECURITIES, INCORPORATED$260.8K
- Kestra Advisory Services, LLC$244.7K
- Summit Financial, LLC$205.3K
- EverSource Wealth Advisors, LLC$90.7K
- THOROUGHBRED FINANCIAL SERVICES, LLC$205
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.