Stock
Reported value
$232.4M
Holders
71
+10 new · −7 exited
Holders’ est. mark
$205.7K
Price effect on 60 books still in the name
Largest holder
$40.6M
Advisory Services Network, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $238.8K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Advisory Services Network, LLC | 1.2M | $40.6M | −$1.12M | Cut−$3.96M |
| GeoWealth Management, LLC | 811.7K | $27.5M | −$318.8K | Added$15.5M |
| Menard Financial Group LLC | 790.6K | $26.7M | −$735.2K | Cut−$872.5K |
| CreativeOne Wealth, LLC | 484.7K | $16.4M | −$443.3K | Cut−$171K |
| CONTINENTAL INVESTORS SERVICES, INC. | 447.9K | $16.4M | $18.4K | Added$6.69M |
| Koshinski Asset Management, Inc. | 341.9K | $11.6M | −$264.9K | Added$1.66M |
| TRUE Private Wealth Advisors | 231.2K | $7.82M | −$215K | Cut−$999K |
| Balboa Wealth Partners | 182.6K | $6.18M | −$154.5K | Added$403.8K |
| Strategic Blueprint, LLC | 174.4K | $5.9M | −$161.3K | Cut−$126.6K |
| Virtue Capital Management, LLC | 170K | $5.62M | −$240.3K | Added$1.06M |
| Arete Wealth Advisors, LLC | 159.4K | $5.38M | $5.38M | Added$5.38M |
| Navigation Wealth Management, Inc. | 155.9K | $5.27M | −$145K | Cut−$271K |
| M1 Capital Management LLC | 153.4K | $5.19M | −$142.6K | Cut−$305.8K |
| Advyzon Investment Management, LLC | 117.8K | $3.98M | −$87.1K | Added$729.4K |
| Creative Planning | 94.7K | $3.21M | −$88.1K | Cut−$366.3K |
| EJMK Ventures LLC | 90.7K | $3.07M | −$84.4K | Cut−$1.52M |
| Strive Financial Group ,LLC | 81.4K | $2.75M | −$75K | Cut−$51.9K |
| Alteri Wealth LLC | 77.9K | $2.63M | −$72.4K | Cut−$84.9K |
| Paragon Private Wealth Management, LLC | 74.5K | $2.52M | −$69.3K | Cut−$169.1K |
| Ignite Planners, LLC | 62.3K | $2.09M | −$110.7K | Cut−$181.2K |
| Discipline Wealth Solutions, LLC | 60K | $2.03M | −$54.3K | Added$2.93K |
| COMMONWEALTH EQUITY SERVICES, LLC | 54.6K | $1.85M | −$50.2K | Cut−$28K |
| BANK OF AMERICA CORP /DE/ | 54.2K | $1.83M | — | New |
| Faithward Advisors, LLC | 53.8K | $1.82M | −$41.7K | Added$261K |
| Stirlingshire Investments, Inc. | 49.3K | $1.67M | −$57.9K | Cut−$19.6K |
| Simplicity Wealth,LLC | 48.8K | $1.65M | −$45.4K | Cut−$69.5K |
| UNIQUE WEALTH, LLC | 40.3K | $1.36M | −$35.1K | Added$52.6K |
| Integrity Wealth Partners, LLC | 39.8K | $1.35M | — | Held |
| Private Advisor Group, LLC | 39.8K | $1.35M | −$37K | Cut−$849.1K |
| TWO SIGMA INVESTMENTS, LP | 36.5K | $1.23M | — | New |
| Carter Financial Group, INC. | 36.3K | $1.23M | −$43.8K | Cut−$86.1K |
| GTS SECURITIES LLC | 28.2K | $954.5K | −$26.2K | Cut−$277.6K |
| Rossby Financial, LCC | 27.1K | $923.2K | −$18.1K | Cut−$28.5K |
| LPL Financial LLC | 26K | $879.8K | −$20K | Added$134.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | 25K | $844.5K | −$20.3K | Added$86.6K |
| Summit Financial, LLC | 23.2K | $785.6K | −$28K | Cut−$78.6K |
| Vise Technologies, Inc. | 22.4K | $776.9K | $0 | Held |
| Axim Planning & Wealth | 22.7K | $766.5K | −$20.1K | Added$15.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17.9K | $606K | −$12.7K | Added$133.2K |
| IHT Wealth Management, LLC | 17.7K | $598.2K | −$14K | Added$76.3K |
| Empirical Asset Management, LLC | 16.5K | $558.2K | −$14.8K | Added$3.96K |
| VICTORY FINANCIAL GROUP, LLC | 14.7K | $498K | −$13.7K | Cut−$285.8K |
| Independent Wealth Network Inc. | 14.2K | $481.7K | −$13.2K | Cut−$13.2K |
| Rothschild Wealth LLC | 14.1K | $477.9K | — | New |
| Ethos Financial Group, LLC | 13.6K | $459K | −$16.3K | Cut−$16.3K |
| Onyx Bridge Wealth Group LLC | 13.4K | $451.7K | −$12.4K | Cut−$12.4K |
| Latitude Advisors, LLC | 13.3K | $450K | −$11K | Added$37.6K |
| Revisor Wealth Management LLC | 12.6K | $426.3K | — | New |
| Arista Wealth Management, LLC | 10.5K | $355.7K | −$9.65K | Cut−$4.91K |
| Arax Advisory Partners | 10.4K | $351.4K | −$9.66K | Cut−$9.9K |
| HARBOUR INVESTMENTS, INC. | 9.86K | $333.5K | −$3.25K | Added$212K |
| Madison Wealth Partners, Inc | 7.93K | $268.2K | — | New |
| CoreCap Advisors, LLC | 7.9K | $267.2K | −$4.66K | Added$93K |
| Citadel | 7.06K | $238.8K | −$6.56K | Cut−$381.6K |
| VERUS CAPITAL PARTNERS, LLC | 6.74K | $228K | — | New |
| MGO ONE SEVEN LLC | 6.68K | $226.1K | −$6.22K | Cut−$27.2K |
| Cooper Financial Group | 6.51K | $220.4K | — | New |
| BDFS Capital LLC | 6.22K | $210.4K | −$7.48K | Cut−$37.5K |
| OMNI 360 Wealth, Inc. | 5.91K | $200.1K | −$10.1K | Cut−$11.5K |
| Focus Partners Advisor Solutions, LLC | 5.91K | $200.1K | −$5.5K | Cut−$6.96K |
| PNC Financial Services Group, Inc. | 5.38K | $182.1K | — | New |
| Cornerstone Planning Group LLC | 1.79K | $65.2K | $1.83K | Added$1.83K |
| UBS Group AG | 422 | $14.3K | −$393 | Cut−$31.3K |
| IFP Advisors, Inc | 266 | $9K | −$246 | Cut−$178 |
| ASSETMARK, INC | 262 | $8.86K | — | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 177 | $5.99K | — | New |
| Wayfinding Financial, LLC | 164.2K | $5.55K | −$196 | Cut−$144 |
| Cambridge Investment Research Advisors, Inc. | 74.4K | $2.52K | −$62 | Added$156 |
| DHJJ Financial Advisors, Ltd. | 50 | $1.69K | −$46 | Cut−$46 |
| MORGAN STANLEY | 1 | $46 | −$1 | Cut−$48 |
| Retirement Wealth Solutions LLC | 1 | $24 | −$11 | Cut−$47.1K |
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.