Stock
Reported value
$24.6M
Holders
12
+7 new · −0 exited
Holders’ est. mark
$1.1M
Price effect on 5 books still in the name
Largest holder
$19.7M
RAYMOND JAMES FINANCIAL INC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 737.4K | $19.7M | $982.8K | Added$2.39M |
| Clear Trail Advisors, LLC | 52.1K | $1.39M | — | New |
| Global Assets Advisory, LLC | 30.8K | $822.9K | $38.7K | Added$141.3K |
| Steward Partners Investment Advisory, LLC | 24.4K | $652.3K | $20.8K | Added$286.3K |
| Tulsa Wealth Advisors, INC | 23.8K | $636.3K | — | New |
| JANE STREET GROUP, LLC | 18.5K | $494.1K | $20.9K | Added$125.5K |
| Phillips Wealth Planners LLC | 11.6K | $336.4K | $35.8K | Added$35.8K |
| Balefire, LLC | 11K | $294.6K | — | New |
| CLEAR INVESTMENT RESEARCH, LLC | 6.45K | $172.3K | — | New |
| HUNTINGTON NATIONAL BANK | 2.6K | $69.5K | — | New |
| Nemes Rush Group LLC | 1.83K | $48.8K | — | New |
| UBS Group AG | 1 | $27 | — | New |
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.