Stock
Reported value
$13.2M
Holders
35
+7 new · −4 exited
Holders’ est. mark
$440.7K
Price effect on 28 books still in the name
Largest holder
$3.11M
MORGAN STANLEY
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 |
|---|---|---|---|---|
| MORGAN STANLEY | 57.4K | $3.11M | $122.5K | Cut−$722.9K |
| LPL Financial LLC | 44.7K | $2.42M | $91.9K | Added$183.9K |
| BIP Wealth, LLC | 31.3K | $1.69M | $66.8K | Cut−$283K |
| Truvestments Capital LLC | 15K | $810.8K | $31.2K | Added$51.2K |
| JONES FINANCIAL COMPANIES LLLP | 15.4K | $805K | $4.58K | Added$96.4K |
| XML Financial, LLC | 9.06K | $490.3K | $19.3K | Added$7.44K |
| Citadel | 7.8K | $422.1K | — | New |
| JANE STREET GROUP, LLC | 7.5K | $406.2K | — | New |
| EP Wealth Advisors, LLC | 5.96K | $322.6K | $12.7K | Added$12.7K |
| Private Advisor Group, LLC | 5.64K | $305.2K | — | New |
| Creative Planning | 5.28K | $285.8K | $11.1K | Added$14.9K |
| Savant Capital, LLC | 4.98K | $269.5K | $10.6K | Cut−$218.8K |
| Mezzasalma Advisors, LLC | 4.47K | $241.7K | $8.44K | Added$8.65K |
| RAYMOND JAMES FINANCIAL INC | 4.22K | $228.5K | $9K | Cut−$25.9K |
| STIFEL FINANCIAL CORP | 4.05K | $219.2K | $8.53K | Added$11.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.73K | $202.1K | $7.97K | Cut−$689.2K |
| GHP Investment Advisors, Inc. | 3.26K | $176.5K | $6.93K | Added$6.88K |
| TD Waterhouse Canada Inc. | 2.6K | $142.4K | $8.01K | Added$8.01K |
| Larson Financial Group LLC | 2.56K | $138.3K | $5.47K | Added$1.73K |
| WELLS FARGO & COMPANY/MN | 2.45K | $132.4K | $23 | Added$132.3K |
| Steward Partners Investment Advisory, LLC | 1.51K | $81.7K | $3.22K | Cut−$4.58K |
| OSAIC HOLDINGS, INC. | 1.32K | $71.7K | $1.78K | Added$28.4K |
| BLAIR WILLIAM & CO/IL | 1.21K | $65.5K | $2.58K | Added$2.58K |
| Spire Wealth Management | 991 | $53.6K | $2.12K | Added$2.12K |
| Rossby Financial, LCC | 815 | $44.7K | $2.3K | Added$2.3K |
| AMERIFLEX GROUP, INC. | 789 | $42.7K | $1.68K | Added$1.74K |
| BlackRock, Inc. | 663 | $35.9K | $1.42K | Added$1.42K |
| Advisory Services Network, LLC | 150 | $8.12K | — | New |
| US BANCORP \DE\ | 131 | $7.09K | $280 | Added$280 |
| JPMORGAN CHASE & CO | 47 | $2.52K | $29 | Added$29 |
| FLOW TRADERS U.S. LLC | 28.4K | $1.54K | — | New |
| SIMPLEX TRADING, LLC | 12 | $649 | — | New |
| Cambridge Investment Research Advisors, Inc. | 11.5K | $622 | $24 | Added$40 |
| AdvisorNet Financial, Inc | 11 | $595 | $23 | Added$23 |
| Fidelity | 1 | $54 | — | New |
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.