Stock
Reported value
$268.2M
Holders
75
+7 new · −6 exited
Holders’ est. mark
−$12.1M
Price effect on 67 books still in the name
Largest holder
$67.3M
HighTower Advisors, LLC
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 |
|---|---|---|---|---|
| HighTower Advisors, LLC | 1.36M | $67.3M | −$2.54M | Cut−$1.98M |
| Lido Advisors, LLC | 673.6K | $33.3M | −$1.95M | Cut−$6.65M |
| GREAT VALLEY ADVISOR GROUP, INC. | 637.7K | $31.5M | −$1.11M | Added$1.23M |
| SNS Financial Group, LLC | 452K | $22.3M | −$825.7K | Cut−$192.4K |
| Team Financial Group, LLC | 366.3K | $18.1M | −$688.6K | Cut−$3.24M |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 358.1K | $17.7M | — | New |
| LPL Financial LLC | 226.2K | $11.2M | −$425.2K | Cut−$2.43M |
| WELLS FARGO & COMPANY/MN | 160.8K | $7.94M | −$302.3K | Cut−$2.72M |
| Cetera Investment Advisers | 103.7K | $5.12M | −$195.1K | Cut−$395.5K |
| EVOLVE PRIVATE WEALTH, LLC | 79.5K | $3.93M | −$149.1K | Cut−$138.2K |
| Atria Investments, Inc | 76.7K | $3.79M | −$144.2K | Cut−$143.2K |
| Mariner, LLC | 72.4K | $3.57M | −$135.9K | Cut−$132.8K |
| Merit Financial Group, LLC | 65.7K | $3.25M | −$123.6K | Cut−$432.1K |
| MORGAN STANLEY | 49.6K | $2.45M | −$72.5K | Added$473.6K |
| RAYMOND JAMES FINANCIAL INC | 46.6K | $2.3M | −$87.6K | Cut−$14M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 38.1K | $1.88M | −$34.3K | Added$948.8K |
| Allworth Financial LP | 37.8K | $1.87M | −$71K | Cut−$189.5K |
| Private Advisor Group, LLC | 37.3K | $1.84M | −$70.1K | Cut−$611.3K |
| Keating Financial Advisory Services, Inc. | 36.3K | $1.79M | −$68.3K | Cut−$2.1M |
| Integrated Wealth Concepts LLC | 35.6K | $1.76M | — | New |
| Stratos Wealth Partners, LTD. | 32.3K | $1.59M | −$60.7K | Cut−$86.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 30.4K | $1.5M | −$57.2K | Cut−$3.11M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 29.3K | $1.45M | −$55.1K | Cut−$67.9K |
| JPMORGAN CHASE & CO | 28.8K | $1.4M | −$71.9K | Added$13.4K |
| WCG Wealth Advisors LLC | 26.7K | $1.32M | −$50.3K | Cut−$84.2K |
| Archer Investment Management, LLC | 26.4K | $1.3M | −$49.6K | Cut−$3.89M |
| Citadel | 23.2K | $1.15M | — | New |
| OSAIC HOLDINGS, INC. | 21.2K | $1.05M | −$39.8K | Cut−$479K |
| WealthPoint Financial, LLC | 18.8K | $964.2K | $0 | Held |
| Summit Financial, LLC | 16.4K | $810.9K | −$23.3K | Added$175.1K |
| CWM, LLC | 15.7K | $773.2K | $772.4K | Added$771.6K |
| AXXCESS WEALTH MANAGEMENT, LLC | 15.3K | $754.1K | −$28.7K | Cut−$28.7K |
| United Advisor Group, LLC | 15K | $741.2K | −$28.2K | Cut−$640.2K |
| IHT Wealth Management, LLC | 14.5K | $717.7K | −$26K | Added$7.64K |
| Modern Wealth Management, LLC | 14.1K | $700.6K | −$24.3K | Cut−$21.8K |
| Beacon Financial Advisory LLC | 14.1K | $697.6K | −$26.6K | Cut−$82K |
| Kestra Advisory Services, LLC | 13.3K | $658.8K | −$14.2K | Added$270.5K |
| GOLDMAN SACHS GROUP INC | 12.4K | $613K | — | New |
| &PARTNERS | 12K | $594.6K | −$19.8K | Added$42.3K |
| ENVESTNET ASSET MANAGEMENT INC | 11.9K | $588.4K | −$22.4K | Cut−$23.7K |
| COLUMBIA ADVISORY PARTNERS LLC | 11.2K | $554.8K | −$21.1K | Cut−$6.02M |
| TopTier Wealth Management, LLC | 8.87K | $437.9K | −$16.7K | Cut−$27.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 8.69K | $428.9K | — | New |
| BIP Wealth, LLC | 7.94K | $391.9K | −$9.73K | Added$126.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 7.92K | $391K | −$14.9K | Cut−$410.9K |
| Arkadios Wealth Advisors | 6.96K | $343.8K | −$13.1K | Cut−$193.8K |
| Concurrent Investment Advisors, LLC | 6.79K | $335K | −$12.8K | Cut−$1.44M |
| JANE STREET GROUP, LLC | 6.44K | $318.2K | −$9.16K | Added$68.3K |
| TWO SIGMA INVESTMENTS, LP | 6.3K | $311.1K | −$11.8K | Cut−$1.53M |
| Quartz Partners, LLC | 6.17K | $304.9K | −$11.6K | Cut−$171.3K |
| WORLD EQUITY GROUP, INC. | 6.09K | $301K | −$11K | Added$78 |
| Financial Enhancement Group LLC | 5.75K | $296K | −$238 | Cut−$2.53M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5.11K | $254.8K | −$9.75K | Cut−$224K |
| CoreCap Advisors, LLC | 5K | $247.1K | −$9.39K | Cut−$27.5K |
| Bison Wealth, LLC | 4.73K | $245.3K | $11.9K | Added$12.8K |
| Mutual Advisors, LLC | 4.96K | $245K | −$9.37K | Cut−$30.7K |
| NBC SECURITIES, INC. | 3.24K | $159.8K | −$6.08K | Cut−$62.9K |
| ROYAL BANK OF CANADA | 2.16K | $107K | −$1.33K | Added$52K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.6K | $78.9K | −$3K | Cut−$11.1K |
| NewEdge Advisors, LLC | 62.2K | $62.2K | −$3.13M | Cut−$3.57M |
| Hughes Financial Services, LLC | 996 | $49.2K | −$1.87K | Cut−$1.87K |
| REAP Financial Group, LLC | 983 | $48.5K | −$1.86K | Cut−$21.6K |
| Fidelity | 683 | $33.7K | −$832 | Added$11K |
| AE Wealth Management LLC | 495 | $24.4K | −$931 | Cut−$931 |
| Geneos Wealth Management Inc. | 241 | $11.9K | −$453 | Cut−$453 |
| VANGUARD ADVISERS INC | 101 | $4.99K | — | Held |
| Smartleaf Asset Management LLC | 92 | $4.47K | −$285 | Cut−$285 |
| SHP Wealth Management | 31 | $1.53K | −$58 | Cut−$58 |
| Cambridge Investment Research Advisors, Inc. | 13.6K | $673 | −$26 | Cut−$64 |
| CENTAURUS FINANCIAL, INC. | 6.57K | $324 | −$13 | Cut−$12 |
| FLOW TRADERS U.S. LLC | 5.63K | $278 | — | New |
| Western Wealth Management, LLC | 5 | $247 | — | New |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 4.41K | $217 | −$9 | Cut−$11 |
| Capital Advisors, Ltd. LLC | 233 | $12 | $0 | Held |
| Covestor Ltd | 130 | $6 | −$0 | Added$3 |
Who left
- Soltis Investment Advisors LLC$228.4K
- RMR Wealth Builders$223.9K
- FMA Wealth Management, LLC$219.6K
- SWMG, LLC$203.5K
- Kilter Group LLC$89.1K
- Sunbelt Securities, Inc.$2.15K
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.