Stock
Reported value
$1.37M
Holders
6
+1 new · −0 exited
Holders’ est. mark
$19.5K
Price effect on 5 books still in the name
Largest holder
$627K
CAPTRUST FINANCIAL ADVISORS
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 18.7K | $627K | $9.91K | Added$13.4K |
| ROYAL BANK OF CANADA | 18.3K | $614K | $7.68K | Added$130K |
| OSAIC HOLDINGS, INC. | 2.82K | $94.6K | $1.5K | Added$1.67K |
| Clearstead Advisors, LLC | 850 | $28.5K | $454 | Cut−$5.06K |
| UBS Group AG | 94 | $3.16K | $1 | Added$3.09K |
| JPMORGAN CHASE & CO | 20 | $655 | — | 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.