Stock
Reported value
$98.6M
Holders
26
+2 new · −3 exited
Holders’ est. mark
−$3.16M
Price effect on 24 books still in the name
Largest holder
$61.8M
WCG Wealth Advisors LLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $226.7K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| WCG Wealth Advisors LLC | 1.74M | $61.8M | −$2M | Added$1.19M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 143.6K | $5.13M | −$267.9K | Cut−$5.3M |
| LPL Financial LLC | 135.5K | $4.81M | −$163.6K | Cut−$3.97M |
| COMMONWEALTH EQUITY SERVICES, LLC | 124.6K | $4.42M | −$144.1K | Added$40.5K |
| Mirae Asset Global Investments Co., Ltd. | 90K | $3.19M | −$108.7K | Cut−$3.41M |
| Cetera Investment Advisers | 80.4K | $2.85M | −$77.9K | Added$487.5K |
| Prosperity Financial Group, Inc. | 80.3K | $2.85M | −$97K | Cut−$118.3K |
| ENVESTNET ASSET MANAGEMENT INC | 79K | $2.8M | −$95.4K | Cut−$267.3K |
| OLD MISSION CAPITAL LLC | 64.9K | $2.3M | −$23.1K | Added$1.6M |
| ROYAL BANK OF CANADA | 62.4K | $2.21M | −$2.63K | Added$2.13M |
| MORGAN STANLEY | 37.8K | $1.34M | −$37.7K | Added$195.5K |
| Archford Capital Strategies, LLC | 27.5K | $975.2K | −$32.8K | Cut−$20.2K |
| CROSSPOINT FINANCIAL, LLC | 21.4K | $758.5K | −$23K | Added$60K |
| Farther Finance Advisors, LLC | 21.2K | $756.3K | −$21.1K | Cut−$44.3K |
| Goldstone Financial Group, LLC | 20.8K | $738.1K | −$25.1K | Cut−$61.9K |
| JANE STREET GROUP, LLC | 13.1K | $463.9K | −$15.8K | Cut−$695.4K |
| World Investment Advisors | 11.6K | $410.7K | −$13.9K | Cut−$13K |
| BANK OF AMERICA CORP /DE/ | 6.52K | $231.1K | −$7.87K | Cut−$70.6K |
| Citadel | 6.39K | $226.7K | — | New |
| Delta Investment Management, LLC | 6.24K | $221.3K | −$7.53K | Cut−$15.1K |
| SHP Wealth Management | 2.44K | $86.5K | −$2.95K | Cut−$64.9K |
| Golden State Wealth Management, LLC | 1.04K | $36.9K | −$1.25K | Cut−$1.25K |
| UBS Group AG | 969 | $34.4K | — | New |
| OSAIC HOLDINGS, INC. | 304 | $10.8K | −$250 | Added$3.19K |
| Cambridge Investment Research Advisors, Inc. | 20.1K | $713 | −$24 | Cut−$454 |
| FLOW TRADERS U.S. LLC | 9.24K | $327 | −$12 | Cut−$135 |
Who left
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.