Stock
Reported value
$36.9M
Holders
63
+6 new · −5 exited
Holders’ est. mark
$521.3K
Price effect on 56 books still in the name
Largest holder
$4.4M
BAILARD, INC.
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 |
|---|---|---|---|---|
| BAILARD, INC. | 66.7K | $4.4M | $50K | Added$206.4K |
| WCG Wealth Advisors LLC | 61.6K | $4.07M | $47.6K | Added$76K |
| Envestnet Portfolio Solutions, Inc. | 50.4K | $3.33M | $34.9K | Added$397.1K |
| Citadel | 45.4K | $3M | $25.6K | Added$855.6K |
| Modern Wealth Management, LLC | 43.9K | $2.94M | $70.7K | Cut−$198.6K |
| LPL Financial LLC | 39.7K | $2.62M | $30.6K | Added$48.9K |
| Stonehearth Capital Management, LLC | 22.1K | $1.46M | $17.2K | Cut−$78.6K |
| Walkner Condon Financial Advisors LLC | 14.1K | $932.8K | $11K | Added$8.36K |
| PFG Investments, LLC | 12.3K | $813.3K | $8.7K | Added$81.3K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 11.8K | $782.3K | $9.17K | Added$12.1K |
| Arnhold LLC | 11.6K | $767.2K | $9.03K | Added$9.03K |
| COMMONWEALTH EQUITY SERVICES, LLC | 10.8K | $714.8K | $8.13K | Added$30.4K |
| Impact Investors, Inc | 10.4K | $689.3K | $8.11K | Added$1.84K |
| SGL Investment Advisors, Inc. | 7.91K | $587.1K | $46.4K | Added$94.3K |
| First Pacific Financial | 8.48K | $560.2K | $6.59K | Cut−$4.38K |
| OSAIC HOLDINGS, INC. | 8.17K | $540.2K | $6.44K | Cut−$655.7K |
| Marks Group Wealth Management, Inc | 8.09K | $534.6K | $6.29K | Added$6.29K |
| FSM Wealth Advisors, LLC | 7.44K | $491.6K | $5.76K | Cut−$49.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.25K | $479.3K | $5.64K | Cut−$465.6K |
| Wealth Alliance Advisory Group, LLC | 7.2K | $475.8K | $5.6K | Added$5.6K |
| Quantinno Capital Management LP | 7.04K | $464.9K | — | New |
| Ethic Inc. | 6.9K | $456.1K | $5.37K | Cut−$7.95K |
| Kestra Advisory Services, LLC | 6.18K | $408.5K | $3.86K | Added$87.5K |
| Sonoma Private Wealth LLC | 6.04K | $399.4K | $4.7K | Cut−$3.14K |
| Allegheny Financial Group | 5.89K | $389K | $4.59K | Cut−$71K |
| Creekside Partners | 5.64K | $373K | $4.37K | Cut−$44.1K |
| Cetera Investment Advisers | 5.46K | $360.6K | $3.7K | Added$44.3K |
| ENVESTNET ASSET MANAGEMENT INC | 5.22K | $345.2K | $4.06K | Cut−$184.2K |
| RAYMOND JAMES FINANCIAL INC | 4.68K | $309.5K | $3.23K | Added$38.4K |
| Enclave Advisors LLC | 4.68K | $309.1K | $3.4K | Added$23.4K |
| Creative Planning | 4.18K | $276K | $3.25K | Added$3.25K |
| ROYAL BANK OF CANADA | 4.18K | $276K | $2.2K | Added$2K |
| WHITTIER TRUST CO | 3.74K | $252.2K | −$1.74K | Cut−$1.74K |
| Golden State Equity Partners | 3.56K | $235.4K | — | New |
| Financial Insights, Inc. | 3.47K | $229K | $2.7K | Added$1.39K |
| Ausdal Financial Partners, Inc. | 3.35K | $221.7K | $2.62K | Cut−$37.9K |
| BLAIR WILLIAM & CO/IL | 3.19K | $211.1K | $1.75K | Added$64.1K |
| Meramec Financial Planners, LLC | 2.33K | $172.3K | $9.12K | Added$9.12K |
| Westfuller Advisors, LLC | 2.03K | $133.9K | — | New |
| FRANKLIN RESOURCES INC | 1.63K | $107.4K | $1.26K | Added$1.26K |
| TFC Financial Management, Inc. | 1.6K | $105.8K | $1.24K | Added$1.24K |
| Fidelity | 1.41K | $93.2K | $937 | Added$14K |
| 4Thought Financial Group Inc. | 1.26K | $83.2K | $990 | Cut−$4.43K |
| Rockefeller Capital Management L.P. | 1.04K | $69K | $815 | Cut−$176.7K |
| MAI Capital Management | 1.01K | $66.8K | $786 | Added$786 |
| Federation des caisses Desjardins du Quebec | 945 | $62.4K | $735 | Added$735 |
| CWM, LLC | 641 | $42.4K | $42.3K | Added$42.3K |
| GGM Financials LLC | 626 | $41.4K | $487 | Added$487 |
| Westside Investment Management, Inc. | 500 | $33K | — | New |
| MORGAN STANLEY | 450 | $29.7K | $350 | Added$350 |
| NATIONAL BANK OF CANADA /FI/ | 400 | $26.4K | $332 | Added$332 |
| Smartleaf Asset Management LLC | 386 | $24.7K | −$46 | Added$23.2K |
| Evelyn Partners Investment Management Services Ltd | 360 | $23.8K | $280 | Added$280 |
| UBS Group AG | 133 | $8.79K | $19 | Added$7.16K |
| Arax Advisory Partners | 66 | $4.36K | $52 | Added$52 |
| Newton One Investments LLC | 55 | $3.66K | $47 | Cut−$675 |
| NATURAL INVESTMENTS, LLC | 45.3K | $2.99K | $29 | Added$581 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 10 | $661 | — | New |
| Aptus Capital Advisors, LLC | 10 | $661 | $8 | Added$8 |
| ASSETMARK, INC | 9 | $595 | $7 | Added$7 |
| WELLS FARGO & COMPANY/MN | 0 | $19 | — | Cut−$65 |
| BALLAST ADVISORS LLC | 214 | $14 | — | New |
| TSFG, LLC | 201 | $13 | $0 | Held |
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.