Stock
Reported value
$83.5M
Holders
17
+4 new · −6 exited
Holders’ est. mark
−$979K
Price effect on 13 books still in the name
Largest holder
$19.1M
Financial Gravity Asset Management, Inc.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Financial Gravity Asset Management, Inc. | 409.1K | $19.1M | −$220.1K | Added$797.6K |
| Columbus Macro, LLC | 390.4K | $18.2M | −$221.9K | Cut−$4.78M |
| ENVESTNET ASSET MANAGEMENT INC | 374.2K | $17.4M | −$212.7K | Cut−$4.75M |
| Cetera Investment Advisers | 354.7K | $16.5M | −$201.6K | Cut−$4.6M |
| MORGAN STANLEY | 100K | $4.66M | −$56.8K | Cut−$56.8K |
| MRA Advisory Group | 38.6K | $1.8M | −$14.8K | Added$574.7K |
| JANE STREET GROUP, LLC | 37.1K | $1.73M | — | New |
| Allworth Financial LP | 36.7K | $1.71M | −$20.7K | Cut−$10.4K |
| JPMORGAN CHASE & CO | 14.8K | $682.3K | −$11.5K | Added$111.3K |
| LPL Financial LLC | 14.1K | $655.7K | −$7.99K | Cut−$224K |
| Wealth Management Associates, Inc. | 10.5K | $488.5K | −$4.76K | Added$93.1K |
| Mutual Advisors, LLC | 9.61K | $448K | −$5.17K | Added$19.2K |
| ROYAL BANK OF CANADA | 541 | $25K | −$1K | Cut−$1K |
| UBS Group AG | 332 | $15.5K | — | New |
| CITIGROUP INC | 64 | $2.98K | — | New |
| HARBOUR INVESTMENTS, INC. | 16 | $746 | — | New |
| Capital Analysts, LLC | 790 | $37 | −$0 | Held |
Who left
- Proficio Capital Partners LLC$1.4M
- BANK OF AMERICA CORP /DE/$168.3K
- OPTIMA CAPITAL LLC$121.7K
- NEW ENGLAND ASSET MANAGEMENT INC$5.43K
- OSAIC HOLDINGS, INC.$2.64K
- CWM, LLC$15
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.