Stock
Reported value
$12.8M
Holders
9
+1 new · −2 exited
Holders’ est. mark
−$191K
Price effect on 8 books still in the name
Largest holder
$7M
Sound Income Strategies, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Sound Income Strategies, LLC | 169.2K | $7M | −$150.9K | Added$1.15M |
| Kestra Advisory Services, LLC | 54.5K | $2.26M | −$4.25K | Added$1.97M |
| DEUTSCHE BANK AG\ | 31.9K | $1.32M | −$19.3K | Added$12.1K |
| JANE STREET GROUP, LLC | 30.4K | $1.26M | −$4.65K | Added$947.9K |
| Synergy Asset Management, LLC | 10.8K | $448.1K | −$5.52K | Added$72K |
| LPL Financial LLC | 5.81K | $241.3K | −$3.59K | Cut−$32.1K |
| OSAIC HOLDINGS, INC. | 5.5K | $228.7K | −$2.71K | Added$45.7K |
| Truvestments Capital LLC | 179 | $7.44K | — | New |
| MORGAN STANLEY | 1 | $42 | −$17 | Cut−$17 |
Who left
- Systelligence, LLC$2.68M
- Cedar Wealth Management, LLC$54.8K
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.