Stock
Reported value
$17.9M
Holders
13
+2 new · −4 exited
Holders’ est. mark
$789.1K
Price effect on 10 books still in the name
Largest holder
$12.9M
ENVESTNET ASSET MANAGEMENT INC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $832
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 342.3K | $12.9M | $583.9K | Added$1.58M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47.4K | $1.79M | $87.6K | Cut−$16.5K |
| Crumly & Associates Inc. | 41.2K | $1.56M | $76.2K | Added$76.2K |
| RAYMOND JAMES FINANCIAL INC | 10.8K | $409.6K | $19.6K | Added$28.5K |
| JANE STREET GROUP, LLC | 10K | $379.1K | — | New |
| RESOLUTE WEALTH ADVISOR, INC. | 9.61K | $363.2K | — | Held |
| Cetera Investment Advisers | 7.8K | $294.7K | $14.4K | Added$11.7K |
| MORGAN STANLEY | 2.85K | $107.9K | $2.61K | Added$57.1K |
| Geneos Wealth Management Inc. | 1.63K | $61.6K | $3.01K | Added$3.02K |
| OSAIC HOLDINGS, INC. | 798 | $30.2K | $1.15K | Added$7.57K |
| SouthState Bank Corp | 305 | $11.5K | $564 | Added$564 |
| Fidelity | 22 | $832 | $41 | Added$41 |
| FLOW TRADERS U.S. LLC | 14.8K | $558 | — | New |
Who left
- United Asset Strategies, Inc.$233.1K
- UBS Group AG$56.6K
- WELLS FARGO & COMPANY/MN$25.2K
- Rockefeller Capital Management L.P.$2.39K
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.