Stock
Reported value
$200.8M
Holders
47
+9 new · −10 exited
Holders’ est. mark
−$6.9M
Price effect on 38 books still in the name
Largest holder
$42.2M
ROYAL BANK OF CANADA
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $513.2K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| ROYAL BANK OF CANADA | 1.31M | $42.2M | −$1.48M | Cut−$2.72M |
| Focus Partners Wealth | 760.5K | $24.5M | −$859.4K | Cut−$2.95M |
| Tradition Wealth Management, LLC | 483.1K | $15.6M | −$518.9K | Added$253.1K |
| BOYUM WEALTH ARCHITECTS LLC | 405.1K | $13.4M | −$696.1K | Added$276.4K |
| Mutual Advisors, LLC | 373.3K | $12M | −$421.6K | Cut−$415.6K |
| MML INVESTORS SERVICES, LLC | 337.6K | $10.9M | −$258.7K | Added$3.24M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 289.4K | $9.31M | −$322.8K | Added$187.5K |
| Financial Designs Corp | 286.7K | $9.24M | −$324K | Cut−$337.5K |
| GeoWealth Management, LLC | 253.5K | $8.16M | −$277.2K | Cut−$13.2K |
| MBL Wealth, LLC | 196.1K | $6.32M | −$221.6K | Cut−$836.3K |
| Ted Buchan & Co | 151.5K | $4.88M | −$158.4K | Added$208.8K |
| CAHILL FINANCIAL ADVISORS INC | 133.7K | $4.31M | −$144.6K | Added$42.1K |
| Ausdal Financial Partners, Inc. | 133K | $4.28M | −$147.7K | Cut−$73.8K |
| Freedom Financial Partners LLC | 128.7K | $4.15M | −$141.2K | Cut−$21.2K |
| Capital Management Associates, Inc | 114.3K | $3.68M | −$129.2K | Cut−$179.8K |
| LPL Financial LLC | 113.3K | $3.65M | −$124.8K | Cut−$33.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 103.9K | $3.35M | −$96.8K | Added$491.7K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 102.5K | $3.3M | −$52.6K | Added$1.75M |
| SYKON CAPITAL LLC | 66.6K | $2.14M | −$66.7K | Added$175.6K |
| UBS Group AG | 64.2K | $2.07M | −$72.5K | Cut−$722.5K |
| BlackDiamond Wealth Management, LLC | 57.9K | $1.86M | −$151K | Cut−$115K |
| Belpointe Asset Management LLC | 50.2K | $1.62M | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 41.6K | $1.34M | −$47K | Cut−$188.6K |
| Arete Wealth Advisors, LLC | 39.9K | $1.29M | — | New |
| GOLDMAN SACHS GROUP INC | 24.6K | $791.8K | — | New |
| Osbon Capital Management LLC | 22.5K | $725K | −$25.5K | Cut−$77.6K |
| Integrated Wealth Concepts LLC | 20.9K | $672.8K | −$21.9K | Added$26.2K |
| MGO ONE SEVEN LLC | 17.4K | $561.4K | −$19.7K | Cut−$817.3K |
| Icahn Capital | 15.9K | $513.2K | −$17.9K | Cut−$16K |
| IHT Wealth Management, LLC | 15.6K | $502K | −$16.6K | Added$13.4K |
| Jacobi Capital Management LLC | 13.7K | $441.7K | −$15.5K | Cut−$44.3K |
| GREAT VALLEY ADVISOR GROUP, INC. | 13K | $419.7K | −$14.3K | Cut−$86K |
| Tactive Advisors, LLC | 12.9K | $414.7K | — | New |
| Pinnacle Bancorp, Inc. | 11.5K | $370.4K | −$13K | Cut−$13K |
| Marks Group Wealth Management, Inc | 10.9K | $349.5K | −$11K | Added$24.8K |
| JANE STREET GROUP, LLC | 10.6K | $341.4K | — | New |
| FLAGSHIP HARBOR ADVISORS, LLC | 8.74K | $281.7K | −$9.9K | Cut−$271.5K |
| Lifeworks Advisors, LLC | 8.33K | $268.2K | −$9.41K | Cut−$9.41K |
| Accurate Wealth Management, LLC | 7.12K | $233.6K | −$13.7K | Cut−$249.2K |
| CHOREO, LLC | 7.11K | $229.1K | — | New |
| FIFTH THIRD BANCORP | 6.79K | $218.8K | — | New |
| Steward Partners Investment Advisory, LLC | 1.38K | $44.4K | −$542 | Added$28.4K |
| JPMORGAN CHASE & CO | 400 | $12.6K | — | New |
| MORGAN STANLEY | 193 | $6.22K | −$218 | Cut−$2.85M |
| Financial Perspectives, Inc | 165 | $5.3K | −$186 | Cut−$186 |
| Thrivent Financial for Lutherans | 130.7K | $4.21K | — | New |
| NBC SECURITIES, INC. | 50 | $1.61K | −$57 | Cut−$57 |
Who left
- Boulay Financial Advisors, LLC$106.9M
- J2 Capital Management Inc$2.95M
- Brookwood Investment Group LLC$983K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$659.6K
- Citadel$493.8K
- Soundwatch Capital LLC$229.6K
- MidAtlantic Capital Management, Inc.$128.5K
- BANK OF AMERICA CORP /DE/$59.2K
- WELLS FARGO & COMPANY/MN$16.7K
- NewEdge Advisors, LLC$1K
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.