Stock
Reported value
$301.4M
Holders
95
+10 new · −9 exited
Holders’ est. mark
−$3.92M
Price effect on 85 books still in the name
Largest holder
$50.2M
MORGAN STANLEY
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $1.38M
- Fidelity0.0% · $301K
- Icahn Capital0.0% · $406.9K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 1.24M | $50.2M | −$1.05M | Cut−$777.9K |
| UBS Group AG | 693.3K | $28M | −$589.3K | Cut−$3.78M |
| LPL Financial LLC | 530.1K | $21.4M | −$449K | Cut−$374.4K |
| AMERIPRISE FINANCIAL INC | 496.5K | $20.5M | $69.8K | Cut−$9.55M |
| Private Advisor Group, LLC | 502.2K | $20.3M | −$421.4K | Cut−$163.1K |
| Key Financial Inc | 462.8K | $18.7M | −$384.4K | Added$44.4K |
| ROYAL BANK OF CANADA | 435.1K | $17.6M | −$370.3K | Cut−$1.75M |
| BANK OF AMERICA CORP /DE/ | 420.5K | $17M | −$357.4K | Cut−$1.29M |
| WELLS FARGO & COMPANY/MN | 246.7K | $9.96M | −$209.7K | Cut−$4.08M |
| BIP Wealth, LLC | 242.4K | $9.78M | −$206K | Cut−$700.8K |
| CAPTRUST FINANCIAL ADVISORS | 221.8K | $8.95M | −$187.6K | Cut−$128.7K |
| JPMORGAN CHASE & CO | 204.8K | $7.98M | −$437.8K | Added$25.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 193.3K | $7.8M | −$164.3K | Cut−$8.94M |
| ShoreHaven Wealth Partners, LLC | 173.4K | $7M | −$141.4K | Added$140.7K |
| Kestra Advisory Services, LLC | 116.8K | $4.72M | −$55.5K | Added$2.02M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 86.8K | $3.5M | −$14.8K | Added$2.78M |
| IEQ CAPITAL, LLC | 76.8K | $3.1M | −$65.3K | Cut−$65.3K |
| Cetera Investment Advisers | 75.9K | $3.06M | −$64.5K | Cut−$275K |
| Collaborative Wealth Managment Inc. | 59.3K | $2.4M | −$49.4K | Added$122 |
| NewEdge Wealth, LLC | 51.5K | $2.08M | −$42.5K | Added$19.9K |
| CWM, LLC | 49.5K | $2M | $1.95M | Added$2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48.9K | $1.98M | −$35.9K | Added$236.5K |
| JANE STREET GROUP, LLC | 46.9K | $1.89M | −$39.8K | Cut−$2.36M |
| Breakwater Capital Group | 46.8K | $1.89M | −$38.9K | Added$5.03K |
| Well Done, LLC | 45.1K | $1.82M | −$38.3K | Cut−$36.5K |
| Michels Family Financial, LLC | 44.7K | $1.8M | −$37.5K | Cut−$13.7K |
| HighTower Advisors, LLC | 41.5K | $1.68M | −$35.2K | Cut−$232.6K |
| RAYMOND JAMES FINANCIAL INC | 38.8K | $1.57M | −$33K | Cut−$1.15M |
| Rockefeller Capital Management L.P. | 37.9K | $1.53M | −$32.2K | Cut−$8.37M |
| Citadel | 34.1K | $1.38M | −$26.8K | Added$75.7K |
| Stratos Wealth Partners, LTD. | 30.7K | $1.24M | −$26.2K | Cut−$43.1K |
| SENTINEL PENSION ADVISORS, LLC | 29.4K | $1.19M | −$22.8K | Added$81.5K |
| Element Wealth, LLC | 27.9K | $1.13M | −$23.6K | Cut−$17.3K |
| 5T Wealth, LLC | 24.7K | $998K | −$20.5K | Added$4.09K |
| MERCER GLOBAL ADVISORS INC /ADV | 20.8K | $837.8K | — | New |
| DRIVE WEALTH MANAGEMENT, LLC | 20.1K | $813.4K | −$15K | Added$84.7K |
| STIFEL FINANCIAL CORP | 18.5K | $748.7K | −$14.5K | Added$39.2K |
| Creative Planning | 18.3K | $739.8K | −$10.3K | Added$239.7K |
| Argent Trust Co | 16.6K | $668.5K | −$14.1K | Cut−$14.1K |
| Arax Advisory Partners | 15.9K | $641.9K | −$13.5K | Cut−$68.5K |
| ENVESTNET ASSET MANAGEMENT INC | 15.7K | $631.9K | −$13.3K | Cut−$8.34M |
| WealthPlan Investment Management, LLC | 15K | $607.5K | −$12.8K | Cut−$368.9K |
| Manske Wealth Management | 14.8K | $595.9K | −$12.5K | Cut−$12.5K |
| HOWARD WEALTH MANAGEMENT, LLC | 13.9K | $560.1K | −$11.8K | Cut−$11.8K |
| Integrity Financial Corp /WA | 13.4K | $543K | −$11.4K | Cut−$59.4K |
| Onyx Bridge Wealth Group LLC | 12.8K | $517.3K | −$10.9K | Cut−$27.3K |
| US BANCORP \DE\ | 12K | $485.2K | −$10.2K | Cut−$10.2K |
| United Advisor Group, LLC | 11.4K | $461.5K | −$9.68K | Cut−$7.74K |
| Raab & Moskowitz Asset Management LLC | 11.4K | $460.2K | −$9.05K | Added$21.2K |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 10.4K | $419.1K | −$8.81K | Cut−$8.61K |
| INTEGRITY ALLIANCE, LLC. | 10.4K | $418.4K | −$8.79K | Cut−$8.79K |
| Icahn Capital | 10.1K | $406.9K | −$8.57K | Cut−$8.57K |
| OSAIC HOLDINGS, INC. | 9.7K | $391.6K | −$8.27K | Cut−$34.1K |
| TD Capital Management LLC | 8.86K | $357.5K | −$7.54K | Cut−$7.62K |
| PRINCIPAL SECURITIES, INC. | 8.43K | $340.4K | −$5.32K | Added$82.8K |
| Fidelity | 7.46K | $301K | −$6.32K | Cut−$37.9K |
| Baird Financial Group, Inc. | 7.43K | $299.8K | −$6.31K | Cut−$2.63M |
| JONES FINANCIAL COMPANIES LLLP | 7.45K | $292K | −$11.3K | Added$60.2K |
| VestGen Advisors, LLC | 6.03K | $265.6K | $16.3K | Added$24.1K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 6.17K | $249.3K | −$5.25K | Cut−$7.47K |
| OneAscent Financial Services LLC | 5.79K | $233.7K | — | New |
| Lido Advisors, LLC | 5.76K | $232.4K | — | New |
| VERUS CAPITAL PARTNERS, LLC | 5.32K | $214.6K | −$4.52K | Cut−$4.52K |
| J.W. COLE ADVISORS, INC. | 5.29K | $213.5K | −$4.47K | Cut−$3.99K |
| FIFTH THIRD BANCORP | 5.26K | $212.2K | — | New |
| Integrated Wealth Concepts LLC | 5.22K | $210.7K | — | New |
| Colonial Trust Co / SC | 4.9K | $190.9K | −$11.5K | Cut−$11.5K |
| Steward Partners Investment Advisory, LLC | 3.48K | $140.3K | −$2.95K | Cut−$2.95K |
| Allworth Financial LP | 3.39K | $136.7K | −$2.88K | Cut−$12.9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3.15K | $127.3K | — | New |
| AdvisorNet Financial, Inc | 1.59K | $64.2K | −$1.35K | Cut−$1.35K |
| FIRST COMMUNITY TRUST NA | 1.5K | $60.6K | −$1.28K | Cut−$1.27K |
| WHITTIER TRUST CO OF NEVADA INC | 1.4K | $57.3K | −$2.28K | Added$8.03K |
| PRIVATE TRUST CO NA | 1.18K | $47.7K | −$1K | Cut−$72K |
| Advisory Services Network, LLC | 1.16K | $47K | — | New |
| Larson Financial Group LLC | 730 | $29.5K | −$621 | Cut−$621 |
| Front Row Advisors LLC | 440 | $17.8K | −$374 | Cut−$374 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 426 | $17.2K | −$362 | Cut−$362 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 300 | $12.3K | −$51 | Cut−$51 |
| CoreCap Advisors, LLC | 304 | $12.3K | −$259 | Cut−$259 |
| Geneos Wealth Management Inc. | 250 | $10.1K | −$212 | Cut−$249.6K |
| SIGNATUREFD, LLC | 215 | $8.68K | −$182 | Cut−$182 |
| Rossby Financial, LCC | 202 | $8.29K | — | New |
| Medallion Wealth Advisors, LLC | 131 | $5.29K | −$112 | Cut−$94.5K |
| GAMMA Investing LLC | 125 | $5.05K | −$107 | Cut−$107 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 112 | $4.52K | −$96 | Cut−$96 |
| FLOW TRADERS U.S. LLC | 60.5K | $2.44K | −$51 | Cut−$3.04K |
| HARBOUR INVESTMENTS, INC. | 59 | $2.38K | −$50 | Cut−$50 |
| Cambridge Investment Research Advisors, Inc. | 56.8K | $2.29K | −$48 | Cut−$11 |
| SIMPLEX TRADING, LLC | 39 | $1.57K | — | New |
| HRT FINANCIAL LP | 37.5K | $1.51K | — | New |
| Capital Investment Advisory Services, LLC | 21 | $845 | −$18 | Cut−$18 |
| Sowa Financial Group, Inc. | 17.6K | $711 | −$14 | Added$14 |
| CX Institutional | 669 | $27 | −$1 | Cut−$29 |
| Harel Insurance Investments & Financial Services Ltd. | 290 | $12 | $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.