Stock
Reported value
$149.2M
Holders
27
+4 new · −3 exited
Holders’ est. mark
−$1.02M
Price effect on 23 books still in the name
Largest holder
$82.4M
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $2.88M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 2.17M | $82.4M | −$722.7K | Cut−$2.22M |
| BENJAMIN EDWARDS INC | 962.9K | $36.5M | −$315K | Added$260.5K |
| WELLS FARGO & COMPANY/MN | 196.2K | $7.44M | −$21.6K | Added$4.96M |
| ENVESTNET ASSET MANAGEMENT INC | 89.6K | $3.39M | −$23.3K | Added$713K |
| OSAIC HOLDINGS, INC. | 88.7K | $3.36M | −$23.5K | Added$636.3K |
| Citadel | 76.1K | $2.88M | −$12K | Added$1.5M |
| STIFEL FINANCIAL CORP | 66.6K | $2.52M | — | New |
| GOLDMAN SACHS GROUP INC | 59.8K | $2.26M | −$7.8K | Added$1.37M |
| RAYMOND JAMES FINANCIAL INC | 48.9K | $1.85M | −$16.3K | Cut−$160K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 43.6K | $1.65M | −$11.9K | Cut−$31.8K |
| LPL Financial LLC | 32.6K | $1.24M | −$10.8K | Cut−$69.5K |
| Shum Financial Group, Inc. | 25.2K | $955K | −$8.39K | Cut−$52.9K |
| JANE STREET GROUP, LLC | 23.1K | $876.4K | −$4.74K | Added$331.6K |
| ROYAL BANK OF CANADA | 11K | $417K | −$4.27K | Cut−$17K |
| Equitable Holdings, Inc. | 7.61K | $288.2K | — | New |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7.28K | $275.9K | — | New |
| CAPTRUST FINANCIAL ADVISORS | 5.94K | $225K | −$1.99K | Cut−$243 |
| Fifth Third Securities, Inc. | 5.84K | $221.5K | −$1.93K | Cut−$568 |
| Trilogy Capital Inc. | 5.71K | $216.4K | −$1.9K | Cut−$1.71K |
| CWM, LLC | 4.59K | $174K | $172.2K | Added$173.8K |
| Godfrey Financial Associates, Inc. | 1.25K | $47.2K | −$414 | Cut−$414 |
| HARBOR INVESTMENT ADVISORY, LLC | 1.19K | $45.1K | −$396 | Cut−$396 |
| 1620 INVESTMENT ADVISORS, INC. | 485 | $18.4K | −$140 | Added$12 |
| IFP Advisors, Inc | 392 | $14.9K | −$130 | Cut−$130 |
| FIFTH THIRD BANCORP | 150 | $5.68K | — | New |
| UBS Group AG | 123 | $4.66K | −$41 | Cut−$9.71K |
| Cambridge Investment Research Advisors, Inc. | 13.9K | $528 | −$5 | Cut−$42 |
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.