Stock
Reported value
$95M
Holders
32
+6 new · −3 exited
Holders’ est. mark
$590.3K
Price effect on 26 books still in the name
Largest holder
$18.2M
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $6.56M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 620.9K | $18.2M | $147.4K | Added$1.07M |
| EP Wealth Advisors, LLC | 396K | $11.6M | — | New |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 358.7K | $10.5M | $89.7K | Cut−$290.3K |
| ENVESTNET ASSET MANAGEMENT INC | 244.6K | $7.17M | $58K | Added$429.1K |
| Citadel | 223.6K | $6.56M | — | New |
| Legend Financial Advisors, Inc. | 187.3K | $5.49M | $45K | Added$266.3K |
| Orion Porfolio Solutions, LLC | 163.1K | $4.78M | $40.8K | Cut−$601.7K |
| HighTower Advisors, LLC | 141.3K | $4.14M | $32.8K | Added$353.4K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 127.9K | $3.77M | — | New |
| PFG Advisors | 87.2K | $2.56M | $21.8K | Cut−$730.7K |
| RAYMOND JAMES FINANCIAL INC | 75.9K | $2.23M | $19K | Cut−$705.1K |
| Dynamic Advisor Solutions LLC | 71.7K | $2.1M | $16.1K | Added$232.7K |
| Steward Partners Investment Advisory, LLC | 64.3K | $1.88M | $14.3K | Added$221.9K |
| Advisory Services Network, LLC | 63.6K | $1.86M | $14.2K | Added$211.5K |
| Sonoma Allocations LLC | 59.7K | $1.75M | $17.6K | Added$205.8K |
| OSAIC HOLDINGS, INC. | 58.9K | $1.73M | $14.5K | Added$44.8K |
| Cetera Investment Advisers | 54K | $1.58M | $12.4K | Added$140.9K |
| CAPTRUST FINANCIAL ADVISORS | 34.6K | $1.01M | $8.64K | Cut−$45.1K |
| Columbus Macro, LLC | 32.5K | $953.1K | $7.35K | Added$99.8K |
| MORGAN STANLEY | 29.9K | $878.1K | $7.22K | Added$40.3K |
| BANK OF AMERICA CORP /DE/ | 29.6K | $869K | $7.13K | Added$40.2K |
| JANE STREET GROUP, LLC | 27.9K | $817.6K | — | New |
| ASSETMARK, INC | 21K | $617K | $5.26K | Cut−$7.17M |
| Apollon Wealth Management, LLC | 18.7K | $548.6K | — | New |
| LPL Financial LLC | 17.1K | $502.5K | $4.28K | Cut−$70.3K |
| GTS SECURITIES LLC | 15.6K | $458.2K | $3.91K | Cut−$810.2K |
| ROYAL BANK OF CANADA | 6.66K | $196K | $1.46K | Added$80K |
| Allworth Financial LP | 2.83K | $83K | $687 | Added$3.09K |
| Prosperity Bancshares Inc | 2.69K | $79K | $673 | Cut−$183.5K |
| PRIVATE TRUST CO NA | 1.19K | $35K | $284 | Added$2.01K |
| HARBOUR INVESTMENTS, INC. | 113 | $3.31K | $28 | Cut−$26K |
| True Wealth Design, LLC | 54 | $1.58K | — | New |
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.