Stock
Reported value
$6.26M
Holders
14
+1 new · −2 exited
Holders’ est. mark
−$124.1K
Price effect on 11 books still in the name
Largest holder
$2.34M
Private Advisory Group LLC
Notable conviction
Share of each notable manager’s 13F book.
- State Street0.0% · $88.7K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Private Advisory Group LLC | 334.8K | $2.34M | $23.4K | Added$23.4K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 186.5K | $1.28M | −$167.8K | Cut−$400.1K |
| Soltis Investment Advisors LLC | 180K | $1.26M | $12.6K | Added$12.6K |
| VANGUARD CAPITAL MANAGEMENT LLC | 59.7K | $417.8K | — | Held |
| WELLS FARGO & COMPANY/MN | 39.7K | $277.8K | $2.78K | Added$2.78K |
| GEODE CAPITAL MANAGEMENT, LLC | 38.3K | $267.8K | $2.31K | Added$39K |
| VANGUARD FIDUCIARY TRUST CO | 19.6K | $137.5K | — | Held |
| Cetera Investment Advisers | 13K | $91K | $910 | Cut−$19.9K |
| State Street | 12.7K | $88.7K | $887 | Added$887 |
| BlackRock, Inc. | 10.1K | $70.9K | $625 | Added$8.95K |
| Glass Jacobson Investment Advisors llc | 2.5K | $17.5K | $175 | Added$175 |
| ROYAL BANK OF CANADA | 273 | $2K | — | New |
| FNY Investment Advisers, LLC | 39.8K | $278 | $2 | Added$132 |
| UBS Group AG | 20 | $140 | $1 | Cut−$6.54K |
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.