Stock
Reported value
$379.4M
Holders
161
+10 new · −10 exited
Holders’ est. mark
$7.78M
Price effect on 148 books still in the name
Largest holder
$42.7M
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $606.4K
- Fidelity0.0% · $379K
- Icahn Capital0.0% · $390.1K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 735.2K | $42.7M | $820.1K | Added$939.8K |
| UBS Group AG | 715.8K | $41.5M | $800.9K | Added$526K |
| LPL Financial LLC | 594.8K | $34.5M | $649.1K | Added$1.5M |
| BANK OF AMERICA CORP /DE/ | 527K | $30.6M | $589.3K | Cut−$511.9K |
| AMERIPRISE FINANCIAL INC | 452.8K | $26.3M | $510.2K | Cut−$120.4K |
| Cetera Investment Advisers | 361.6K | $21M | $404.5K | Cut−$471.4K |
| Key Financial Inc | 288K | $16.7M | $317.7K | Added$551.8K |
| RAYMOND JAMES FINANCIAL INC | 204.2K | $11.9M | $195K | Added$1.93M |
| Savant Capital, LLC | 173.3K | $10.1M | $193.9K | Cut−$337.5K |
| Arkadios Wealth Advisors | 156.6K | $9.09M | $175.2K | Added$74.9K |
| WELLS FARGO & COMPANY/MN | 145.5K | $8.44M | $158.2K | Added$395.3K |
| Linscomb Wealth, Inc. | 138.3K | $8.03M | $154.8K | Cut−$992.6K |
| ROYAL BANK OF CANADA | 129.2K | $7.5M | $113.6K | Added$1.71M |
| Mariner, LLC | 124.2K | $7.21M | $57.2K | Added$4.29M |
| Amplius Wealth Advisors, LLC | 114.9K | $6.67M | $128.5K | Cut−$128.9K |
| TopTier Wealth Management, LLC | 94.7K | $5.5M | $106K | Added$88.1K |
| Shore Point Advisors, LLC | 94.3K | $5.47M | $105.5K | Cut−$9.54M |
| Private Advisor Group, LLC | 79.8K | $4.63M | $81.9K | Added$467K |
| Waverly Advisors, LLC | 78.9K | $4.58M | $88.3K | Added$76.8K |
| ENVESTNET ASSET MANAGEMENT INC | 78.5K | $4.56M | $86.9K | Added$134.1K |
| Merit Financial Group, LLC | 75.6K | $4.39M | $72.3K | Added$713.2K |
| CULBERTSON A N & CO INC | 61.7K | $3.58M | $69K | Added$63.2K |
| NewSquare Capital LLC | 56K | $3.25M | $60.1K | Added$193.8K |
| JPMORGAN CHASE & CO | 48.8K | $2.78M | $3.13K | Added$231.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47.1K | $2.74M | $5.74K | Added$2.44M |
| Rockefeller Capital Management L.P. | 46.9K | $2.72M | $51.6K | Added$94.5K |
| STIFEL FINANCIAL CORP | 46K | $2.67M | $51.5K | Cut−$126.9K |
| Atria Investments, Inc | 44.2K | $2.57M | $49.4K | Cut−$2.25K |
| OSAIC HOLDINGS, INC. | 41.4K | $2.4M | $46.2K | Cut−$19.1K |
| &PARTNERS | 34.6K | $2.01M | $40.2K | Added$40.3K |
| Smartleaf Asset Management LLC | 28.2K | $1.61M | −$8.56K | Added$165.5K |
| Creative Planning | 26.1K | $1.51M | $28.9K | Added$41.2K |
| OPTIMA CAPITAL LLC | 24.2K | $1.41M | $27.1K | Added$27.4K |
| Claris Financial LLC | 24.2K | $1.41M | $27.1K | Added$14.7K |
| Kestra Advisory Services, LLC | 22.3K | $1.3M | $24.6K | Added$44.6K |
| New Perspectives, Inc | 20.9K | $1.21M | $23.4K | Cut−$34.4K |
| NBC SECURITIES, INC. | 20.9K | $1.21M | $19.9K | Added$201.8K |
| HOWARD WEALTH MANAGEMENT, LLC | 19.2K | $1.11M | $21.4K | Added$22.2K |
| TWO SIGMA INVESTMENTS, LP | 18.5K | $1.07M | $11.3K | Added$498.9K |
| MOLLER WEALTH PARTNERS | 18.4K | $1.07M | $20.6K | Added$20.6K |
| Steward Partners Investment Advisory, LLC | 18K | $1.05M | $20.2K | Added$15.2K |
| Avidian Wealth Enterprises, LLC | 16.9K | $980.8K | — | New |
| CWM, LLC | 15.5K | $900.1K | $899.2K | Added$899.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 15.2K | $881.5K | $987 | Added$831.3K |
| GOLDMAN SACHS GROUP INC | 15.1K | $873.7K | $16.8K | Added$18.1K |
| Larson Financial Group LLC | 14.8K | $858.9K | $16.5K | Cut−$1.97K |
| JANE STREET GROUP, LLC | 14.6K | $846.2K | $16.3K | Cut−$511.1K |
| TITLEIST ASSET MANAGEMENT, LLC | 14K | $811.2K | $15.1K | Added$42.6K |
| FLAGSHIP HARBOR ADVISORS, LLC | 13.4K | $776.3K | $14.9K | Cut−$48.8K |
| Oxler Private Wealth LLC | 11.4K | $661.1K | $12.8K | Cut−$14.2K |
| MEANS INVESTMENT CO., INC. | 10.9K | $633.6K | $12.2K | Added$12.9K |
| HARBOUR INVESTMENTS, INC. | 10.8K | $628.4K | $7.71K | Added$238.2K |
| CIBC Bancorp USA Inc. | 10.7K | $623.4K | — | Held |
| Citadel | 10.4K | $606.4K | — | New |
| HighPoint Advisor Group LLC | 10.2K | $592.8K | $11.5K | Added$4.18K |
| S.A. Mason LLC | 9.45K | $548.6K | $10.6K | Added$10.6K |
| RFG Advisory, LLC | 8.5K | $493.3K | $9.36K | Added$17.2K |
| US BANCORP \DE\ | 8.46K | $491.1K | $9.46K | Added$2.86K |
| Forefront Analytics, LLC | 8.23K | $477.9K | $9.24K | Cut−$533.2K |
| KMG FIDUCIARY PARTNERS, LLC | 8.11K | $470.5K | $9.05K | Cut−$132.9K |
| Nemes Rush Group LLC | 7.74K | $449.5K | $8.66K | Cut−$60.4K |
| Cresset Asset Management, LLC | 7.73K | $448.6K | $8.65K | Added$8.64K |
| Essential Planning, LLC. | 7.54K | $437.6K | $8.46K | Added$8.46K |
| Modera Wealth Management, LLC | 7.32K | $425K | $8.19K | Added$8.19K |
| Claro Advisors Inc. | 7.05K | $409.5K | $7.93K | Added$8.22K |
| Chicago Partners Investment Group LLC | 6.27K | $394.3K | $19.5K | Added$20.1K |
| PRECEDENT WEALTH PARTNERS, LLC | 6.75K | $391.8K | $7.23K | Added$26.4K |
| Icahn Capital | 6.72K | $390.1K | $3.97K | Added$188K |
| Freedom Investment Management, Inc. | 6.65K | $386.1K | $7.42K | Cut−$14.1K |
| Fidelity | 6.53K | $379K | $7.02K | Added$21.7K |
| Sanctuary Advisors, LLC | 6.53K | $378.9K | $7.3K | Added$7.59K |
| BLAIR WILLIAM & CO/IL | 6.42K | $372.6K | $7.18K | Added$7.18K |
| Savvy Advisors, Inc. | 6.21K | $360.7K | $6.95K | Added$7.01K |
| DAVENPORT & Co LLC | 6.15K | $356.8K | $6.88K | Cut−$27K |
| PSI Advisors, LLC | 5.89K | $342.1K | $6.59K | Added$6.59K |
| WORLD EQUITY GROUP, INC. | 5.81K | $337.3K | $6.5K | Added$5.65K |
| HOWARD BAILEY SECURITIES, LLC | 5.64K | $327.4K | $6.32K | Added$2.85K |
| Laurel Wealth Advisors LLC | 4.87K | $312.1K | $29.9K | Added$74.1K |
| Western Wealth Management, LLC | 5.34K | $309.9K | — | New |
| UHLMANN PRICE SECURITIES, LLC | 5.25K | $304.8K | $5.79K | Added$6.43K |
| Kingsview Wealth Management, LLC | 5.21K | $302.5K | $5.83K | Added$5.83K |
| Advisory Services Network, LLC | 5.21K | $302.2K | $5.81K | Added$6.39K |
| Insight Advisors, LLC/ PA | 5.15K | $298.7K | $5.76K | Cut−$2.79M |
| IHT Wealth Management, LLC | 5.07K | $294.1K | $5.64K | Added$5.76K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4.78K | $280.4K | $254 | Cut−$82.6K |
| CRUX WEALTH ADVISORS | 4.75K | $275.9K | $5.31K | Added$5.83K |
| MML INVESTORS SERVICES, LLC | 4.65K | $270.1K | $5.18K | Cut−$176.3K |
| CAPITAL MANAGEMENT CORP /VA | 4.59K | $266.6K | $5.14K | Cut−$41.8K |
| NewEdge Wealth, LLC | 4.38K | $254.3K | — | New |
| Institute for Wealth Management, LLC. | 4.29K | $249K | $4.8K | Added$4.8K |
| Essex Bank | 4.2K | $243.8K | $4.66K | Added$4.66K |
| Equitable Holdings, Inc. | 4.16K | $236.7K | $0 | Cut−$19.4K |
| CAPTRUST FINANCIAL ADVISORS | 3.94K | $229K | $4.41K | Added$4.41K |
| Wilson & Boucher Capital Management, LLC | 3.9K | $226.4K | $4.36K | Cut−$81K |
| Graves Light Lenhart Wealth, Inc. | 3.9K | $226.4K | $4.36K | Added$4.36K |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 3.89K | $225.7K | $4.35K | Cut−$233K |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.88K | $225K | $4.29K | Added$4.58K |
| Berger Financial Group, Inc | 3.83K | $222.6K | $4.29K | Cut−$59.9K |
| U.S. Capital Wealth Advisors, LLC | 3.81K | $221K | $4.26K | Added$4.26K |
| D. E. Shaw & Co., Inc. | 3.75K | $218K | $4.2K | Added$4.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 3.57K | $207.4K | — | New |
| Focus Partners Wealth | 3.54K | $205.6K | $3.93K | Cut−$34.8K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 3.54K | $205.3K | $3.96K | Cut−$16K |
| Clear Creek Financial Management, LLC | 3.5K | $203.1K | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3.42K | $198.4K | $3.82K | Added$3.82K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.29K | $190.7K | $3.64K | Cut−$39.7K |
| Asset Dedication, LLC | 3.16K | $183.6K | $3.54K | Added$3.54K |
| Team Financial Group, LLC | 2.75K | $159.4K | $3.07K | Added$3.37K |
| Blue Trust, Inc. | 2.71K | $157.2K | $3.03K | Added$3.03K |
| PNC Financial Services Group, Inc. | 2.64K | $153.4K | $1.8K | Added$62K |
| CoreCap Advisors, LLC | 2.35K | $136.4K | $2.63K | Added$1.09K |
| AE Wealth Management LLC | 2.27K | $132K | $2.57K | Cut−$37.3K |
| Indiana Trust & Investment Management Co | 2.14K | $124.4K | $2.4K | Added$2.4K |
| FIFTH THIRD BANCORP | 1.95K | $113K | — | New |
| Geneos Wealth Management Inc. | 1.9K | $110.3K | $2.13K | Added$2.13K |
| CITIGROUP INC | 1.84K | $106.8K | $2.06K | Added$2.06K |
| JFS WEALTH ADVISORS, LLC | 1.81K | $105.2K | $2.03K | Added$2.03K |
| Register Financial Advisors LLC | 1.65K | $95.7K | $1.67K | Added$9.85K |
| JONES FINANCIAL COMPANIES LLLP | 1.67K | $95.1K | $273 | Added$17.4K |
| AMERIFLEX GROUP, INC. | 1.36K | $78.7K | $1.52K | Added$1.58K |
| BlackRock, Inc. | 1.33K | $77.4K | — | New |
| LOWE BROCKENBROUGH & CO INC | 1.2K | $69.7K | $1.34K | Added$1.34K |
| Frazier Financial Advisors, LLC | 1.03K | $59.9K | $1.16K | Added$1.16K |
| ROTHSCHILD INVESTMENT LLC | 900 | $52.2K | $1.01K | Added$1.01K |
| ASSETMARK, INC | 864 | $50.2K | $841 | Added$7.4K |
| Horizons Wealth Management | 832 | $48.3K | $931 | Added$931 |
| IFP Advisors, Inc | 615 | $35.7K | $688 | Added$176 |
| Root Financial Partners, LLC | 567 | $32.9K | $635 | Added$635 |
| Allworth Financial LP | 563 | $32.7K | $574 | Added$3.48K |
| Golden State Wealth Management, LLC | 539 | $31.3K | $591 | Added$649 |
| Aptus Capital Advisors, LLC | 410 | $23.8K | $459 | Added$459 |
| Newbridge Financial Services Group, Inc. | 375 | $21.8K | $419 | Added$419 |
| Medallion Wealth Advisors, LLC | 365 | $21.2K | $407 | Cut−$11K |
| Golden State Equity Partners | 282 | $16.4K | — | New |
| Ankerstar Wealth, LLC | 264 | $15.3K | $295 | Added$295 |
| PlanVest Financial, Inc | 258 | $15K | — | Held |
| VANGUARD ADVISERS INC | 250 | $14.5K | — | Held |
| Plante Moran Financial Advisors, LLC | 249 | $14.5K | $278 | Added$278 |
| Addison Advisors LLC | 225 | $13.1K | $251 | Added$251 |
| Cheviot Value Management, LLC | 199 | $11.6K | −$189 | Cut−$189 |
| Qube Research & Technologies Ltd | 173 | $10K | $148 | Added$2.47K |
| Johnson Financial Group, Inc. | 160 | $9.29K | $179 | Added$179 |
| Godfrey Financial Associates, Inc. | 153 | $8.88K | $171 | Added$171 |
| GAMMA Investing LLC | 106 | $6.15K | $118 | Added$118 |
| Ancora Advisors LLC | 95 | $5.51K | $107 | Added$107 |
| Pinnacle Wealth Planning Services, Inc. | 73 | $4.24K | $82 | Added$82 |
| Dunhill Financial, LLC | 62 | $3.64K | $134 | Added$77 |
| Nova Wealth Management, Inc. | 53 | $3.09K | $59 | Added$59 |
| NBT BANK N A /NY | 36 | $2.09K | $796 | Added$41 |
| Operose Advisors LLC | 27 | $1.57K | $30 | Added$30 |
| Cambridge Investment Research Advisors, Inc. | 24.3K | $1.41K | $26 | Added$98 |
| Tower Research Capital LLC (TRC) | 18 | $1.04K | $17 | Added$191 |
| Columbia River Financial Group, LLC | 9.57K | $555 | $10 | Added$33 |
| Betterment LLC | 8.12K | $471 | $9 | Cut−$28 |
| Janney Montgomery Scott LLC | 4.06K | $236 | $4 | Cut−$12 |
| LVM CAPITAL MANAGEMENT LTD/MI | 3.93K | $228 | $4 | Added$5 |
| CENTAURUS FINANCIAL, INC. | 1.74K | $101 | — | New |
| Financial Connections Group, Inc. | 1.35K | $78 | $2 | Added$2 |
| Farther Finance Advisors, LLC | 1 | $35 | $1 | Added$1 |
| Covestor Ltd | 190 | $11 | −$0 | Added$3 |
| Coston, McIsaac & Partners | 100 | $5 | $0 | Held |
Who left
- Concurrent Investment Advisors, LLC$1.05M
- Empowered Funds, LLC$382.7K
- MERCER GLOBAL ADVISORS INC /ADV$322.7K
- BANK OF MONTREAL /CAN/$26K
- Quattro Advisors LLC$13.6K
- Abound Wealth Management$4.78K
- EXCHANGE TRADED CONCEPTS, LLC$2.96K
- Sunbelt Securities, Inc.$2.22K
- Roble, Belko & Company, Inc$512
- Luminist Capital LLC$399
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.