Stock
Reported value
$229.6M
Holders
90
+11 new · −6 exited
Holders’ est. mark
$5.57M
Price effect on 79 books still in the name
Largest holder
$38.8M
LPL Financial LLC
Notable conviction
Share of each notable manager’s 13F book.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| LPL Financial LLC | 915.3K | $38.8M | $415.5K | Added$21.5M |
| WESTWOOD HOLDINGS GROUP INC | 580K | $24.6M | $577.3K | Added$577.3K |
| Christian Investment Advisors, Inc. | 339.5K | $14.8M | $764.3K | Added$822K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 289.5K | $12.3M | $288.1K | Added$205.2K |
| Bare Financial Services, Inc | 262.5K | $11.1M | $253.5K | Added$585.8K |
| Faithward Advisors, LLC | 184.3K | $7.82M | $181.6K | Added$256K |
| STIFEL FINANCIAL CORP | 182.7K | $7.75M | $181.8K | Cut−$1.38M |
| AMERIPRISE FINANCIAL INC | 180.3K | $7.75M | $272.6K | Cut−$14.5M |
| Plan A Wealth LLC | 176.5K | $7.49M | $172.1K | Added$323.8K |
| Kestra Advisory Services, LLC | 160.3K | $6.8M | $142.2K | Added$882.1K |
| O'Connor Financial Group LLC | 153K | $6.49M | −$210.3K | Cut−$273.9K |
| OneAscent Financial Services LLC | 151K | $6.41M | $139.5K | Added$597.5K |
| CreativeOne Wealth, LLC | 138.8K | $5.89M | — | New |
| ASSETMARK, INC | 120.4K | $5.11M | $114.7K | Added$334.2K |
| Turning Point Benefit Group, Inc. | 141.8K | $4.89M | −$609K | Added$1.28M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 101.4K | $4.35M | $11.6K | Cut−$2.18M |
| EverSource Wealth Advisors, LLC | 93.8K | $3.98M | $82.9K | Added$529.2K |
| GOLDMAN SACHS GROUP INC | 86.9K | $3.69M | — | New |
| Sound Financial Strategies Group, LLC | 72.9K | $3.09M | $42.3K | Added$1.33M |
| XY Planning Network, Inc. | 53.7K | $2.3M | $61.6K | Added$316.4K |
| Investment Research Partners LLC | 50.3K | $2.14M | $46.5K | Added$199.7K |
| IFP Advisors, Inc | 50.2K | $2.13M | $49.2K | Added$80.9K |
| FAMILY WEALTH PARTNERS, LLC | 49.5K | $2.1M | $32.4K | Added$755.2K |
| Focus Partners Advisor Solutions, LLC | 49.4K | $2.1M | $32.2K | Added$754.4K |
| CWM, LLC | 45.1K | $1.92M | $1.91M | Added$1.91M |
| Valmark Advisers, Inc. | 42.6K | $1.81M | $41.3K | Added$89.9K |
| Cetera Investment Advisers | 42.2K | $1.79M | $40.5K | Added$103.1K |
| BENJAMIN EDWARDS INC | 40.3K | $1.71M | $16.1K | Added$1.04M |
| JONES FINANCIAL COMPANIES LLLP | 39.8K | $1.67M | $11.3K | Added$401.6K |
| Frontier Asset Management, LLC | 37.9K | $1.61M | $33.4K | Added$215.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31.7K | $1.35M | $15.5K | Added$699.8K |
| RFG Advisory, LLC | 29.8K | $1.26M | $26.3K | Added$168.4K |
| WorthPointe, LLC | 29.7K | $1.26M | $29.6K | Cut−$481.3K |
| Sound Stewardship, LLC | 28.7K | $1.22M | $28K | Added$52.2K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 28.4K | $1.21M | $26.3K | Added$115.1K |
| First Heartland Consultants, Inc. | 28.1K | $1.19M | $28K | Added$19.4K |
| ENVESTNET ASSET MANAGEMENT INC | 26.4K | $1.12M | $26.3K | Cut−$41.4K |
| Cerity Partners LLC | 21.8K | $926.9K | $21.7K | Added$21.7K |
| Allworth Financial LP | 21.4K | $910K | $19.7K | Added$87.3K |
| Citadel | 21.4K | $908.3K | $21.3K | Cut−$363.7K |
| Chevy Chase Trust Holdings, LLC | 20.2K | $856.2K | — | New |
| SageOak Financial, LLC | 20.1K | $853.8K | $20K | Added$11.2K |
| Sowell Financial Services LLC | 17.1K | $726.3K | $17K | Cut−$649.4K |
| TrueWealth Advisors, LLC | 17K | $723.1K | $17K | Cut−$150.6K |
| RAYMOND JAMES FINANCIAL INC | 17K | $719.6K | $15.2K | Added$87.2K |
| Discipline Wealth Solutions, LLC | 16.4K | $696.1K | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 15.8K | $669K | $15.3K | Added$31.5K |
| OSAIC HOLDINGS, INC. | 15.3K | $650.2K | $14.9K | Cut−$222.1K |
| OneAscent Wealth Management LLC | 14K | $594.5K | $13.9K | Cut−$74.3K |
| Farther Finance Advisors, LLC | 13.8K | $588.7K | $1.24K | Added$549K |
| Geneos Wealth Management Inc. | 13.7K | $580.2K | $10.5K | Added$144.1K |
| UBS Group AG | 13.3K | $564.3K | $11.1K | Added$103.5K |
| VICUS CAPITAL | 12.6K | $535.9K | $12.5K | Added$15.6K |
| World Investment Advisors | 11.8K | $500.7K | — | New |
| Strategic Blueprint, LLC | 11.4K | $485.4K | $8.94K | Added$114K |
| Merit Financial Group, LLC | 8.88K | $376.8K | $7.75K | Added$53.6K |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 8.84K | $375.4K | $8.65K | Added$15K |
| Strategic Equity Management | 8.56K | $363.5K | $8.52K | Cut−$750.4K |
| Pioneer Wealth Management Group | 7.99K | $339K | $6.99K | Added$47.7K |
| Advisory Services Network, LLC | 7.62K | $323.3K | $7.3K | Added$19.1K |
| MONEYWISE, INC. | 7.6K | $322.7K | $7.57K | Cut−$575.4K |
| Schwallier Wealth Management LLC | 6.61K | $280.3K | −$8.36K | Cut−$12.9K |
| Kovack Advisors, Inc. | 5.33K | $228K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5.32K | $226K | $719 | Added$196.1K |
| Whitaker-Myers Wealth Managers, LTD. | 5.25K | $222.7K | $5.23K | Added$875 |
| BFI Wealth Solutions, LLC | 5.16K | $221.9K | $8.1K | Added$8.1K |
| Values First Advisors, Inc. | 4.3K | $182.7K | $4.25K | Cut−$99.1K |
| Rossby Financial, LCC | 2.06K | $88.1K | $2.66K | Added$1.62K |
| Midwest Capital Advisors, LLC | 1.88K | $79.9K | $1.88K | Added$2.01K |
| Blue Trust, Inc. | 1.58K | $67.1K | $1.5K | Added$3.37K |
| Nemes Rush Group LLC | 1.24K | $52.6K | $1.23K | Added$1.23K |
| N.E.W. Advisory Services LLC | 1.2K | $50.9K | $1.21K | Cut−$6.54K |
| BankPlus Trust Department | 957 | $40.6K | — | New |
| AdvisorNet Financial, Inc | 777 | $33K | $773 | Cut−$2.92K |
| HARBOUR INVESTMENTS, INC. | 765 | $32.4K | $660 | Cut−$9.33K |
| PARK NATIONAL CORP /OH/ | 511 | $21.7K | — | New |
| MATHER GROUP, LLC. | 435 | $18.5K | — | New |
| GeoWealth Management, LLC | 370 | $15.7K | $368 | Added$36 |
| CoreCap Advisors, LLC | 320 | $13.6K | $319 | Added$319 |
| JPMORGAN CHASE & CO | 277 | $11.5K | $39 | Cut−$29.3K |
| SHP Wealth Management | 120 | $5.09K | $119 | Added$119 |
| Keating Financial Advisory Services, Inc. | 114 | $4.84K | $114 | Added$114 |
| FIFTH THIRD BANCORP | 104 | $4.41K | — | New |
| Cambridge Investment Research Advisors, Inc. | 15.9K | $673 | $15 | Added$61 |
| Betterment LLC | 12.1K | $512 | $11 | Added$33 |
| Fidelity | 9 | $372 | −$0 | Cut−$3.97K |
| MORGAN STANLEY | 4 | $170 | $1 | Cut−$211 |
| CX Institutional | 1.24K | $53 | $2 | Cut−$179 |
| Sound Income Strategies, LLC | 0 | $10 | — | New |
| First PREMIER Bank | 175 | $7 | $0 | Held |
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.