Stock
Reported value
$155.6M
Holders
58
+8 new · −8 exited
Holders’ est. mark
−$3.67M
Price effect on 50 books still in the name
Largest holder
$36M
LPL Financial LLC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $10.7K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| LPL Financial LLC | 1.64M | $36M | −$771.6K | Added$2.64M |
| UBS Group AG | 1.58M | $34.8M | −$790.6K | Added$584.6K |
| MORGAN STANLEY | 689.8K | $15.2M | −$359.2K | Cut−$820.4K |
| Systelligence, LLC | 354.9K | $7.81M | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 335.2K | $7.38M | −$174.6K | Cut−$2M |
| B. Riley Wealth Advisors, Inc. | 272.7K | $6.01M | −$129.6K | Cut−$17.3K |
| AMERIPRISE FINANCIAL INC | 219.4K | $4.83M | −$67.3K | Added$1.93M |
| Cetera Investment Advisers | 191.4K | $4.21M | −$80.1K | Added$746.5K |
| JANE STREET GROUP, LLC | 171.5K | $3.77M | −$8.98K | Added$3.39M |
| Integrated Wealth Concepts LLC | 170K | $3.74M | −$83.1K | Added$147.1K |
| Savvy Advisors, Inc. | 160.5K | $3.53M | −$74.5K | Added$310.3K |
| Kestra Advisory Services, LLC | 139.2K | $3.06M | −$67.6K | Added$141.2K |
| VICUS CAPITAL | 128.7K | $2.83M | −$61.5K | Added$171.4K |
| Howard Capital Management Inc. | 102.9K | $2.26M | −$49.4K | Added$126.2K |
| Bank of New York Mellon Corp | 96.6K | $2.13M | — | New |
| COLUMBIA ADVISORY PARTNERS LLC | 89.5K | $1.97M | — | New |
| OSAIC HOLDINGS, INC. | 74.3K | $1.64M | −$31.1K | Added$287K |
| Prospera Financial Services Inc | 69.7K | $1.53M | −$36.3K | Cut−$51K |
| RAYMOND JAMES FINANCIAL INC | 65.4K | $1.44M | −$34.1K | Cut−$56.6K |
| Advisory Alpha, LLC | 62.6K | $1.38M | −$29.3K | Added$112K |
| STIFEL FINANCIAL CORP | 60.9K | $1.34M | −$31.4K | Cut−$16.7K |
| Avestar Capital, LLC | 60.1K | $1.32M | −$31.3K | Cut−$36.1K |
| McAdam, LLC | 49.4K | $1.09M | −$25.4K | Cut−$12.8K |
| Empirical Asset Management, LLC | 45.6K | $1M | −$22.9K | Added$11.8K |
| MML INVESTORS SERVICES, LLC | 44.9K | $988.2K | −$23.4K | Cut−$2M |
| GILPIN WEALTH MANAGEMENT, LLC | 28.5K | $626.7K | −$14.8K | Cut−$14.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | 19.8K | $435.1K | −$10.3K | Cut−$42.1K |
| Equitable Holdings, Inc. | 17.2K | $386.7K | −$0 | Cut−$71.5K |
| Private Advisor Group, LLC | 16.6K | $365.3K | −$8.65K | Cut−$110.1K |
| Duncan Williams Asset Management, LLC | 15.7K | $345.8K | −$9.19K | Cut−$182.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12.6K | $281.5K | −$3.33K | Cut−$1.23M |
| STEPHENS INC /AR/ | 11.7K | $258.5K | −$6.12K | Cut−$6.12K |
| CWM, LLC | 11.5K | $253.7K | $36.1K | Added$253.7K |
| VERUS CAPITAL PARTNERS, LLC | 11.5K | $252.6K | −$5.97K | Cut−$6.83K |
| Melone Private Wealth, LLC | 11K | $241.2K | −$5.62K | Cut−$2.21K |
| Geneos Wealth Management Inc. | 9.19K | $202.2K | −$4.78K | Cut−$4.78K |
| FIFTH THIRD BANCORP | 8.28K | $182.3K | — | New |
| PRIVATE TRUST CO NA | 6.92K | $152.2K | −$3.6K | Cut−$3.6K |
| JCSD Capital, LLC | 3.22K | $70.9K | — | New |
| JPMORGAN CHASE & CO | 2.77K | $61K | −$796 | Added$24K |
| NewEdge Advisors, LLC | 31K | $54K | −$644.1K | Cut−$685.7K |
| HHM Wealth Advisors, LLC | 1.66K | $36.4K | −$862 | Cut−$862 |
| ROYAL BANK OF CANADA | 1.38K | $30K | −$1K | Cut−$1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.15K | $25.2K | — | New |
| NATIONAL BANK OF CANADA /FI/ | 933 | $20.5K | −$513 | Cut−$513 |
| PNC Financial Services Group, Inc. | 887 | $19.5K | −$462 | Cut−$462 |
| SBI Securities Co., Ltd. | 829 | $18.2K | −$416 | Added$244 |
| Smartleaf Asset Management LLC | 758 | $16.7K | −$345 | Added$316 |
| AE Wealth Management LLC | 727 | $16K | −$388 | Cut−$146 |
| Fidelity | 486 | $10.7K | −$143 | Added$4.88K |
| Front Row Advisors LLC | 440 | $9.68K | −$230 | Cut−$230 |
| McIlrath & Eck, LLC | 207 | $4.56K | −$108 | Cut−$108 |
| Advisory Services Network, LLC | 167 | $3.68K | — | New |
| WELLS FARGO & COMPANY/MN | 150 | $3.3K | −$79 | Cut−$251.9K |
| Janney Montgomery Scott LLC | 48.7K | $1.07K | −$23 | Added$76 |
| Cambridge Investment Research Advisors, Inc. | 15K | $329 | −$7 | Added$47 |
| FLOW TRADERS U.S. LLC | 10.6K | $234 | — | New |
| DHJJ Financial Advisors, Ltd. | 1 | $23 | $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.