Stock
Reported value
$65.8M
Holders
41
+5 new · −3 exited
Holders’ est. mark
$4.6M
Price effect on 36 books still in the name
Largest holder
$13.9M
Joseph Group Capital Management
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $75.8K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Joseph Group Capital Management | 209.2K | $13.9M | $991.1K | Added$31.2K |
| LPL Financial LLC | 123.9K | $8.22M | $567.9K | Added$837.9K |
| Stonebridge Wealth Management, LLC | 91K | $6.04M | $416K | Added$631.5K |
| RAYMOND JAMES FINANCIAL INC | 74.3K | $4.93M | $346K | Added$429.4K |
| MORGAN STANLEY | 72.5K | $4.81M | $333.2K | Added$473.7K |
| AMERIPRISE FINANCIAL INC | 61.6K | $4.09M | $186.6K | Added$1.66M |
| Hudock, Inc. | 53.5K | $3.55M | $253.6K | Cut−$434K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 49.8K | $3.3M | $235.9K | Cut−$30.2K |
| Bank of New York Mellon Corp | 37.1K | $2.46M | $133.7K | Added$725.8K |
| BANK OF AMERICA CORP /DE/ | 36.9K | $2.45M | $175K | Added$68.9K |
| UBS Group AG | 33.1K | $2.2M | $157K | Added$138.9K |
| Asset Dedication, LLC | 31.8K | $2.11M | $149.8K | Added$161.6K |
| Cetera Investment Advisers | 26.3K | $1.74M | $124.6K | Cut−$334.8K |
| JANE STREET GROUP, LLC | 10.4K | $689K | $28.6K | Added$316.6K |
| WELLS FARGO & COMPANY/MN | 8.91K | $590.8K | $42.3K | Added$36.6K |
| Kestra Advisory Services, LLC | 8.6K | $570.3K | $40.8K | Added$31.8K |
| JONES FINANCIAL COMPANIES LLLP | 6.52K | $424.5K | $23.1K | Cut−$71.4K |
| Gateway Wealth Partners, LLC | 5.36K | $355.8K | — | New |
| Vertex Planning Partners, LLC | 5.03K | $333.9K | $23.9K | Added$23.9K |
| &PARTNERS | 4.71K | $312.8K | $22.3K | Added$23.4K |
| HUNTINGTON NATIONAL BANK | 3.92K | $259.9K | — | New |
| Rockefeller Capital Management L.P. | 3.67K | $243.8K | $17.4K | Added$9.29K |
| Sanctuary Advisors, LLC | 3.58K | $237.4K | $17K | Added$17K |
| SBI Securities Co., Ltd. | 3.47K | $230K | $13.5K | Added$54.2K |
| CWM, LLC | 3.32K | $219.9K | $219.7K | Added$219.7K |
| WESTCO ADVISORY SERVICES INC /ADV | 3.29K | $218.2K | $15.6K | Added$15.6K |
| ROYAL BANK OF CANADA | 2.95K | $196K | $12.2K | Added$35K |
| BlackRock, Inc. | 2.73K | $180.7K | — | New |
| Farther Finance Advisors, LLC | 2.52K | $167.3K | $11.8K | Added$21.1K |
| Key Financial Inc | 2.43K | $161.4K | $11.5K | Added$6.85K |
| OSAIC HOLDINGS, INC. | 1.7K | $112.5K | $6.1K | Added$33.3K |
| Parallel Advisors, LLC | 1.65K | $109.2K | $7.78K | Added$7.91K |
| Clearstead Advisors, LLC | 1.4K | $92.8K | $6.64K | Added$6.91K |
| FIFTH THIRD BANCORP | 1.36K | $89.9K | — | New |
| BANK OF MONTREAL /CAN/ | 1.2K | $79.6K | — | New |
| Fidelity | 1.14K | $75.8K | $5.46K | Added$1.95K |
| WealthShield Partners, LLC | 1.06K | $70.5K | $5.04K | Added$5.04K |
| Godfrey Financial Associates, Inc. | 154 | $10.2K | $700 | Added$766 |
| AE Wealth Management LLC | 80 | $5.31K | $379 | Added$379 |
| ASSETMARK, INC | 39 | $2.59K | $185 | Added$185 |
| Cambridge Investment Research Advisors, Inc. | 24.4K | $1.62K | $42 | Added$1.08K |
Who left
- GTS SECURITIES LLC$256.1K
- IFG Advisory, LLC$252K
- FLOW TRADERS U.S. LLC$803
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.