Stock
Reported value
$895.7M
Holders
170
+27 new · −13 exited
Holders’ est. mark
−$1.57M
Price effect on 142 books still in the name
Largest holder
$126.6M
Fiduciary Trust Co
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $957.6K
- Fidelity0.0% · $1.29M
- Icahn Capital0.0% · $588.3K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Fiduciary Trust Co | 1.86M | $126.6M | −$5.11M | Cut−$7.75M |
| LPL Financial LLC | 1.51M | $103M | −$3.94M | Added$1.51M |
| MORGAN STANLEY | 889.7K | $60.6M | −$2.45M | Cut−$3.16M |
| Lido Advisors, LLC | 798.8K | $54.4M | −$662.9K | Cut−$2.85M |
| Garrett Wealth Advisory Group, LLC | 750K | $51.1M | −$2.06M | Cut−$7.25M |
| Private Advisor Group, LLC | 693.6K | $47.2M | −$1.81M | Added$564K |
| Cetera Investment Advisers | 660K | $45M | −$1.68M | Added$1.63M |
| CWM, LLC | 465.6K | $31.7M | $29.5M | Added$31.7M |
| WealthPlan Investment Management, LLC | 459.1K | $31.3M | −$641.6K | Added$14.7M |
| Team Financial Group, LLC | 450.8K | $30.7M | −$1.23M | Cut−$1.01M |
| Financial Gravity Asset Management, Inc. | 286.5K | $19.5M | −$759.2K | Cut−$45.4K |
| Kestra Advisory Services, LLC | 281.2K | $19.2M | −$680.6K | Added$1.62M |
| IEQ CAPITAL, LLC | 265.2K | $18.1M | −$729.2K | Cut−$729.2K |
| INTEGRITY ALLIANCE, LLC. | 262.4K | $17.9M | −$693.8K | Cut−$618 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 196.8K | $13.4M | −$522.1K | Cut−$46.7K |
| Stenger Family Office, LLC | 192K | $13.1M | — | New |
| BANK OF AMERICA CORP /DE/ | 191.4K | $13M | −$526.3K | Cut−$1.77M |
| JPMORGAN CHASE & CO | 167.7K | $11.1M | −$640.9K | Added$1.32M |
| Systelligence, LLC | 143.5K | $9.77M | −$394.6K | Cut−$5.45M |
| Focus Partners Wealth | 141.4K | $9.63M | −$388.7K | Cut−$383.6K |
| WIN ADVISORS, INC | 128.6K | $8.76M | −$353.5K | Cut−$1.41M |
| EASTERN BANK | 110.1K | $7.5M | −$302.9K | Cut−$302.9K |
| Marietta Wealth Management, LLC | 99.6K | $6.78M | −$271.7K | Cut−$216.2K |
| Maia Wealth LLC | 96.3K | $6.56M | −$193.5K | Added$1.5M |
| Creative Planning | 89.8K | $6.11M | −$246.9K | Cut−$288.2K |
| UBS Group AG | 87.4K | $5.95M | −$233.3K | Cut−$61K |
| VISTA INVESTMENT MANAGEMENT | 84.7K | $5.77M | −$232.9K | Cut−$376.5K |
| TopTier Wealth Management, LLC | 80.2K | $5.46M | −$220.5K | Cut−$222.9K |
| NewSquare Capital LLC | 79.4K | $5.4M | −$210.5K | Cut−$19.5K |
| WELLS FARGO & COMPANY/MN | 77.6K | $5.28M | −$213.3K | Cut−$459K |
| HARBOUR INVESTMENTS, INC. | 75.7K | $5.15M | −$167.6K | Added$834.7K |
| CITIGROUP INC | 71.8K | $4.89M | −$172.9K | Added$439.1K |
| AMERIPRISE FINANCIAL INC | 64.7K | $4.41M | −$164.6K | Added$166.2K |
| Prime Capital Investment Advisors, LLC | 50.9K | $3.47M | −$140K | Cut−$280.2K |
| JONES FINANCIAL COMPANIES LLLP | 50.4K | $3.34M | −$214K | Added$8.01K |
| LOWE BROCKENBROUGH & CO INC | 46.3K | $3.15M | −$127.2K | Cut−$127.2K |
| RAYMOND JAMES FINANCIAL INC | 44K | $3M | −$121K | Cut−$232.4K |
| AssuredPartners Investment Advisors, LLC | 43.2K | $2.98M | −$81.6K | Cut−$87.5K |
| WealthPLAN Partners, LLC | 41.9K | $2.86M | −$26.1K | Added$2.18M |
| GOLDMAN SACHS GROUP INC | 40.3K | $2.75M | −$110.8K | Cut−$1.73M |
| TOWLE & CO | 38.8K | $2.64M | — | New |
| BEACON FINANCIAL GROUP | 38K | $2.59M | −$104.4K | Cut−$146K |
| WealthPoint Financial, LLC | 34.7K | $2.46M | $0 | Held |
| ROCKLAND TRUST CO | 35.6K | $2.43M | −$97.9K | Cut−$142K |
| LongView Wealth Management | 32.8K | $2.38M | $8.49K | Added$1.11M |
| Modera Wealth Management, LLC | 34.9K | $2.38M | −$96.1K | Cut−$107.3K |
| OSAIC HOLDINGS, INC. | 34.9K | $2.38M | −$95.9K | Cut−$1.43M |
| Chicago Partners Investment Group LLC | 25.2K | $1.87M | $72.9K | Added$10.7K |
| ROYAL BANK OF CANADA | 26.1K | $1.78M | −$71.4K | Cut−$58K |
| KMG FIDUCIARY PARTNERS, LLC | 25.2K | $1.71M | −$69.2K | Cut−$216.6K |
| Advisory Alpha, LLC | 23.6K | $1.61M | −$64.9K | Cut−$92.3K |
| DAYMARK WEALTH PARTNERS, LLC | 23.4K | $1.59M | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 21.7K | $1.48M | −$35.4K | Added$562.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 21K | $1.43M | — | New |
| Fidelity | 19K | $1.29M | −$52.3K | Cut−$95.3K |
| GM Advisory Group, LLC | 17.7K | $1.21M | −$46.6K | Added$4.6K |
| Ameritas Advisory Services, LLC | 16.9K | $1.15M | −$46.4K | Cut−$193.4K |
| UPTICK PARTNERS, LLC | 15.1K | $1.03M | −$26.5K | Added$347.8K |
| Herold Advisors, Inc. | 14.5K | $985.6K | −$39.8K | Cut−$110.7K |
| Beacon Financial Advisory LLC | 14.4K | $980K | −$39.6K | Cut−$121.4K |
| Integrity Advisory Solutions, LLC | 14.3K | $977.1K | −$33.5K | Added$112.5K |
| BlackRock, Inc. | 14.1K | $961.9K | −$38.9K | Cut−$38.9K |
| Citadel | 14.1K | $957.6K | −$16.4K | Added$535K |
| Summit Financial, LLC | 13.4K | $909.6K | −$36.7K | Cut−$223.6K |
| Steward Partners Investment Advisory, LLC | 12.1K | $826.1K | −$33.4K | Cut−$49.2K |
| Arkadios Wealth Advisors | 12K | $819.9K | −$33.1K | Cut−$143K |
| Atria Investments, Inc | 11.6K | $793K | −$32K | Cut−$50.3K |
| Triad Wealth Partners, LLC | 11.3K | $767.5K | −$31K | Cut−$620.5K |
| Concurrent Investment Advisors, LLC | 11K | $751.6K | −$30.4K | Cut−$1.76M |
| Mariner, LLC | 10.9K | $745.7K | −$30K | Cut−$27.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10.7K | $731.6K | −$36.1K | Cut−$877.7K |
| Essential Planning, LLC. | 10.4K | $710K | −$28.7K | Cut−$28.6K |
| Family Capital Management, Inc. | 10K | $681.1K | −$27.5K | Cut−$27.5K |
| Quartz Partners, LLC | 9.24K | $629.7K | −$25.4K | Cut−$92.6K |
| PARSONS CAPITAL MANAGEMENT INC/RI | 8.96K | $610.1K | −$24.6K | Cut−$29.6K |
| Parkside Financial Bank & Trust | 8.82K | $600.5K | −$24.2K | Cut−$24.2K |
| VERUS CAPITAL PARTNERS, LLC | 8.81K | $600.2K | −$23.8K | Cut−$12.8K |
| Seek First Inc. | 8.78K | $597.7K | −$24.1K | Cut−$88.2K |
| Melone Private Wealth, LLC | 8.76K | $596.5K | −$24.1K | Cut−$24K |
| Cornerstone Wealth Management, LLC | 8.7K | $592.8K | −$23.9K | Cut−$23.2K |
| Icahn Capital | 8.64K | $588.3K | — | New |
| Institute for Wealth Management, LLC. | 8.57K | $584K | −$23.6K | Cut−$23.6K |
| STIFEL FINANCIAL CORP | 8.39K | $571.4K | −$23.1K | Cut−$305.8K |
| Bouchey Financial Group Ltd | 7.82K | $556.6K | $2.85K | Added$2.85K |
| Berger Financial Group, Inc | 8.14K | $554.1K | −$22.4K | Cut−$21.9K |
| Brand Asset Management Group, Inc. | 7.9K | $538.3K | −$21.7K | Cut−$56.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.84K | $534.1K | −$21.6K | Cut−$5.77M |
| COMMONWEALTH EQUITY SERVICES, LLC | 7.63K | $519.7K | −$20.5K | Cut−$7.35K |
| E&G Advisors, LP | 7.41K | $504.4K | −$20.4K | Cut−$20.4K |
| SWMG, LLC | 6.87K | $467.8K | −$26.7K | Cut−$25.1K |
| Redwood Financial Network Corp | 6.69K | $455.6K | −$18.4K | Cut−$18.4K |
| Kelman-Lazarov, Inc. | 6.5K | $442.4K | −$10.7K | Added$166.2K |
| Western Wealth Management, LLC | 6.48K | $441.2K | — | New |
| Capital Group Private Client Services, Inc. | 6.42K | $437.3K | −$17.6K | Cut−$16.8K |
| Investment Partners Asset Management, Inc. | 6.37K | $434K | — | New |
| TRUIST FINANCIAL CORP | 5.66K | $403.9K | — | New |
| M&T Bank Corp | 5.92K | $403.6K | −$16.3K | Cut−$16.3K |
| FIRST TRUST ADVISORS LP | 5.6K | $381.3K | −$15.4K | Cut−$50.1K |
| United Advisor Group, LLC | 5.58K | $380.1K | −$12.1K | Added$67.1K |
| Strategic Financial Concepts, LLC | 5.39K | $367K | — | New |
| OPTIMA CAPITAL LLC | 5.27K | $358.7K | −$14.4K | Cut−$10.9K |
| WESTWOOD HOLDINGS GROUP INC | 4.97K | $338.4K | −$13.7K | Cut−$13.7K |
| IFS Advisors, LLC | 4.87K | $331.9K | −$13.4K | Cut−$13.4K |
| Belpointe Asset Management LLC | 4.85K | $330.7K | — | New |
| BAR HARBOR WEALTH MANAGEMENT | 4.72K | $321.7K | −$13K | Cut−$62.4K |
| Focus Financial Network, Inc. | 4.72K | $321.3K | −$13K | Cut−$20.1K |
| Integrated Wealth Concepts LLC | 4.53K | $308.2K | — | New |
| Advisor Resource Council | 4.39K | $299.4K | −$19.2K | Cut−$301.8K |
| ASHTON THOMAS SECURITIES, LLC | 4.38K | $298.3K | — | New |
| Founders Financial Alliance, LLC | 4.3K | $292.8K | −$11.7K | Cut−$8.43K |
| Advisory Services Network, LLC | 4.24K | $288.4K | −$11.6K | Cut−$11.6K |
| CGN Advisors LLC | 4.21K | $286.7K | −$11.6K | Cut−$11.6K |
| Cerity Partners LLC | 4.16K | $283.5K | −$11.4K | Cut−$11.4K |
| CoreCap Advisors, LLC | 4.13K | $281.5K | −$11.4K | Cut−$16.3K |
| AE Wealth Management LLC | 4.05K | $276K | −$11.1K | Cut−$356.1K |
| Independent Advisor Alliance | 4.04K | $275.4K | — | New |
| MML INVESTORS SERVICES, LLC | 4.01K | $273K | −$11K | Cut−$30K |
| PNC Financial Services Group, Inc. | 3.87K | $263.7K | −$10.6K | Cut−$23.5K |
| MOLLER WEALTH PARTNERS | 3.73K | $254.1K | −$10.3K | Cut−$10.3K |
| NBC SECURITIES, INC. | 3.62K | $246.2K | −$9.94K | Cut−$172.2K |
| Mutual Advisors, LLC | 3.57K | $243.3K | −$9.82K | Cut−$9.82K |
| Walkner Condon Financial Advisors LLC | 3.54K | $241.4K | −$9.75K | Cut−$9.75K |
| UMB Bank, n.a. | 3.52K | $239.5K | −$9.67K | Cut−$9.67K |
| AXXCESS WEALTH MANAGEMENT, LLC | 3.49K | $237.7K | −$9.6K | Cut−$10.7K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 3.48K | $237.4K | — | New |
| LUTS & GREENLEIGH GROUP, INC. | 3.46K | $235.7K | — | New |
| Corient Private Wealth LLC | 4.17K | $235.2K | −$49.9K | Cut−$9.45K |
| JOHNSON INVESTMENT COUNSEL INC | 3.42K | $233.3K | — | New |
| MERCER GLOBAL ADVISORS INC /ADV | 3.35K | $228.1K | −$9.23K | Cut−$261.4K |
| Farther Finance Advisors, LLC | 3.28K | $225.1K | — | New |
| Signal Advisors Wealth, LLC | 3.25K | $221.3K | — | New |
| SECURED RETIREMENT ADVISORS, LLC | 3.08K | $210.1K | −$8.48K | Cut−$56.3K |
| Apollon Wealth Management, LLC | 2.98K | $203.1K | −$8.2K | Cut−$8.2K |
| Nova Wealth Management, Inc. | 2.21K | $150.6K | −$6.08K | Cut−$44.2K |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 1.95K | $132.8K | — | New |
| SJS Investment Consulting Inc. | 1.73K | $117.6K | −$4.75K | Cut−$4.75K |
| REAP Financial Group, LLC | 1.65K | $112.4K | −$4.55K | Cut−$36.3K |
| Coastline Trust Co | 1.23K | $83.8K | −$3.38K | Cut−$3.38K |
| FIFTH THIRD BANCORP | 1.01K | $68.9K | — | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 994 | $67.7K | −$2.73K | Cut−$2.73K |
| Kilter Group LLC | 933 | $63.5K | −$2.57K | Cut−$448.8K |
| Ancora Advisors LLC | 835 | $56.9K | −$2.3K | Cut−$2.3K |
| Allworth Financial LP | 806 | $54.9K | −$2.22K | Cut−$2.22K |
| Geneos Wealth Management Inc. | 640 | $43.6K | −$1.76K | Cut−$1.76K |
| Advisors Preferred, LLC | 623 | $42.4K | −$1.79K | Cut−$11.4K |
| PRIVATE TRUST CO NA | 585 | $39.8K | — | New |
| MAI Capital Management | 481 | $32.8K | −$1.32K | Cut−$1.32K |
| Meramec Financial Planners, LLC | 390 | $28.9K | — | New |
| MidFirst Bank | 246 | $16.8K | −$677 | Cut−$3.09K |
| Arax Advisory Partners | 231 | $15.7K | −$580 | Added$782 |
| Triumph Capital Management | 200 | $13.6K | −$550 | Cut−$550 |
| VANGUARD ADVISERS INC | 139 | $9.48K | — | Held |
| Smartleaf Asset Management LLC | 132 | $8.76K | −$682 | Cut−$682 |
| FRANKLIN RESOURCES INC | 105 | $7.15K | — | New |
| Spire Wealth Management | 100 | $6.81K | −$275 | Cut−$275 |
| Blue Trust, Inc. | 81 | $5.52K | −$223 | Cut−$223 |
| NewEdge Advisors, LLC | 5.05K | $5.05K | −$353.1K | Cut−$458.5K |
| Qube Research & Technologies Ltd | 65 | $4.43K | −$179 | Cut−$3.44K |
| Main Street Group, LTD | 50 | $3.41K | — | New |
| Betterment LLC | 46.5K | $3.16K | −$128 | Cut−$253 |
| SHP Wealth Management | 45 | $3.06K | −$124 | Cut−$124 |
| Darwin Wealth Management, LLC | 35 | $2.38K | −$97 | Cut−$97 |
| CENTAURUS FINANCIAL, INC. | 12.1K | $821 | −$33 | Cut−$46 |
| ASSETMARK, INC | 12 | $817 | −$33 | Cut−$33 |
| MATHER GROUP, LLC. | 9 | $613 | — | New |
| WEDBUSH SECURITIES INC | 4.71K | $321 | — | New |
| Cambridge Investment Research Advisors, Inc. | 4.04K | $275 | −$11 | Added$6 |
| PARK AVENUE SECURITIES LLC | 3.97K | $270 | −$11 | Cut−$13 |
| BESSEMER GROUP INC | 365 | $25 | — | New |
| Covestor Ltd | 188 | $13 | −$0 | Added$6 |
Who left
- RETIREMENT FINANCIAL SOLUTIONS, LLC$5.79M
- Per Stirling Capital Management, LLC.$5.08M
- JANE STREET GROUP, LLC$2.2M
- Hershey Financial Advisers, LLC$1.69M
- SEVEN MILE ADVISORY$1.36M
- Rathbones Group PLC$636.8K
- IFG Advisory, LLC$420K
- MGO ONE SEVEN LLC$252.3K
- CAPITAL MANAGEMENT CORP /VA$223.9K
- RMR Wealth Builders$223.5K
- Peterson Wealth Advisors, LLC$206.2K
- IFP Advisors, Inc$118.6K
- BARTLETT & CO. WEALTH MANAGEMENT LLC$66.5K
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.