Stock
Reported value
$80M
Holders
34
+6 new · −2 exited
Holders’ est. mark
−$1.65M
Price effect on 28 books still in the name
Largest holder
$13.1M
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 | 421.3K | $13.1M | — | New |
| OARSMAN CAPITAL, INC. | 354.8K | $11.1M | −$8.44K | Added$10.8M |
| Aprio Wealth Management, LLC | 321.7K | $10M | −$369.3K | Added$411.9K |
| Clearwater Capital Advisors, LLC | 224.5K | $7M | −$279.5K | Cut−$7.73M |
| Sterling Manor Financial, LLC | 209.9K | $6.55M | — | New |
| tru Independence LLC | 205.3K | $6.41M | −$221.5K | Added$631.6K |
| LPL Financial LLC | 160.3K | $5M | −$162.6K | Added$763.5K |
| Noble Wealth Management PBC | 119.1K | $3.71M | −$142.4K | Added$3.98K |
| Citadel | 105.4K | $3.29M | −$131.2K | Cut−$1.5M |
| Chicago Partners Investment Group LLC | 98.8K | $3.24M | −$85.5K | Cut−$32.9K |
| OLD MISSION CAPITAL LLC | 98K | $3.06M | — | New |
| GOLDMAN SACHS GROUP INC | 40K | $1.25M | −$13.8K | Added$889K |
| Legacy Financial Advisors, Inc. | 32.9K | $1.03M | −$41K | Cut−$19.5M |
| Dynamic Advisor Solutions LLC | 29.1K | $907K | −$35.7K | Cut−$24.6K |
| Creative Planning | 27K | $842.3K | −$33.5K | Cut−$30.4K |
| Kestra Advisory Services, LLC | 23.6K | $737.5K | −$29.5K | Cut−$52K |
| Cetera Investment Advisers | 22.9K | $713K | −$24.8K | Added$67.6K |
| JANE STREET GROUP, LLC | 15.3K | $477.9K | −$12.5K | Added$152.3K |
| Goldenstone Wealth Management LLC | 13.3K | $415.5K | −$15.9K | Cut−$15.6K |
| Sanctuary Advisors, LLC | 13K | $405.8K | −$16.2K | Cut−$104.5K |
| Private Advisor Group, LLC | 9.74K | $303.8K | −$12.1K | Cut−$20.8K |
| Balance Wealth, LLC | 7.1K | $221.5K | −$8.84K | Cut−$154.5K |
| Farther Finance Advisors, LLC | 3.42K | $107.2K | −$219 | Added$100.4K |
| Cherry Tree Wealth Management, LLC | 981 | $30.6K | −$1.22K | Cut−$8.65K |
| GHP Investment Advisors, Inc. | 637 | $19.9K | — | New |
| ROTHSCHILD INVESTMENT LLC | 476 | $14.9K | −$593 | Cut−$593 |
| Ashton Thomas Private Wealth, LLC | 468 | $14.6K | — | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 143 | $4.46K | −$178 | Cut−$859 |
| OSAIC HOLDINGS, INC. | 125 | $3.9K | −$156 | Cut−$39K |
| Aptus Capital Advisors, LLC | 72 | $2.25K | −$90 | Cut−$90 |
| Fidelity | 48 | $1.49K | −$64 | Cut−$3.04K |
| Cambridge Investment Research Advisors, Inc. | 34.4K | $1.07K | −$35 | Added$159 |
| HRT FINANCIAL LP | 18.5K | $577 | — | New |
| UBS Group AG | 9 | $281 | −$11 | Cut−$3.22K |
Who left
- BlackRock, Inc.$107.7K
- AE Wealth Management LLC$12K
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.