Stock
Reported value
$368.1K
Holders
10
+3 new · −2 exited
Holders’ est. mark
−$21.9K
Price effect on 6 books still in the name
Largest holder
$114.3K
OSAIC HOLDINGS, INC.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | 34.9K | $114.3K | — | New |
| GEODE CAPITAL MANAGEMENT, LLC | 31.2K | $102.1K | — | New |
| CAPTRUST FINANCIAL ADVISORS | 14.6K | $47.6K | −$13.3K | Added$1.61K |
| BANK OF MONTREAL /CAN/ | 10K | $32.7K | — | New |
| UBS Group AG | 9.65K | $31.5K | −$1.4K | Added$26.7K |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.78K | $22.2K | — | Held |
| Dauntless Investment Group, LLC | 5.42K | $17.7K | −$7.21K | Cut−$7.21K |
| Clear Street Group Inc. | 3 | $10 | −$4 | Cut−$4 |
| CITIGROUP INC | 1 | $3 | −$2 | Cut−$2 |
| DANSKE BANK A/S | 1 | $3 | −$2 | Cut−$2 |
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.