Stock
Reported value
$1.65M
Holders
11
+3 new · −1 exited
Holders’ est. mark
−$156.6K
Price effect on 8 books still in the name
Largest holder
$800.8K
Serenus Wealth Advisors, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Serenus Wealth Advisors, LLC | 16.6K | $800.8K | −$82.1K | Cut−$82.1K |
| ROYAL BANK OF CANADA | 11K | $532K | −$43.5K | Added$64K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.47K | $264.8K | −$27.1K | Cut−$28.6K |
| Spire Wealth Management | 398 | $19.3K | −$1.95K | Cut−$1.95K |
| Glassman Wealth Services | 270 | $13.1K | −$1.34K | Cut−$1.34K |
| UBS Group AG | 213 | $10.3K | — | New |
| Parallel Advisors, LLC | 125 | $6.05K | −$613 | Cut−$613 |
| WELLS FARGO & COMPANY/MN | 9 | $435 | — | New |
| ASSETMARK, INC | 5 | $242 | −$25 | Cut−$25 |
| Cambridge Investment Research Advisors, Inc. | 4.95K | $239 | −$25 | Cut−$39 |
| MORGAN STANLEY | 1 | $75 | — | New |
Who left
- HARBOUR INVESTMENTS, INC.$128.7K
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.