Stock
Reported value
$77.8M
Holders
31
+8 new · −6 exited
Holders’ est. mark
$2.32M
Price effect on 23 books still in the name
Largest holder
$21.9M
Beacon Pointe Advisors, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $4.97M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 323.7K | $21.9M | $766.6K | Added$1.65M |
| FMB WEALTH MANAGEMENT | 203K | $13.7M | $501.1K | Added$458.6K |
| Pure Financial Advisors, LLC | 151.7K | $10.2M | $350.2K | Added$1.01M |
| Cordant, Inc. | 81.6K | $5.51M | $163.5K | Added$1.2M |
| Citadel | 73.6K | $4.97M | $22K | Added$4.39M |
| ASSETMARK, INC | 67.1K | $4.53M | $152.5K | Added$510.5K |
| JANE STREET GROUP, LLC | 56.8K | $3.84M | — | New |
| Versant Capital Management, Inc | 49K | $3.31M | $105.9K | Added$518.7K |
| MML INVESTORS SERVICES, LLC | 31.2K | $2.11M | $77.1K | Cut−$450.3K |
| Evanson Asset Management, LLC | 25.4K | $1.72M | $59.9K | Added$137.2K |
| BIP Wealth, LLC | 12.7K | $861K | $29.2K | Added$90K |
| ROYAL BANK OF CANADA | 10.8K | $729K | $9.77K | Added$472K |
| Discipline Wealth Solutions, LLC | 7.51K | $507.5K | — | New |
| VESTIA PERSONAL WEALTH ADVISORS | 6.91K | $466.9K | $496 | Added$142.6K |
| Applied Capital LLC | 6.78K | $457.6K | $15.9K | Added$38K |
| Prosperitas Financial LLC | 6.21K | $419.2K | $14.2K | Added$44.1K |
| STUDIO INVESTMENT MANAGEMENT LLC | 5.77K | $389.6K | $11.1K | Added$97.1K |
| OneDigital Investment Advisors LLC | 5.45K | $368.2K | — | New |
| INTEGRITY ALLIANCE, LLC. | 4.67K | $315.7K | — | New |
| McIlrath & Eck, LLC | 3.85K | $260.2K | $9.51K | Added$9.51K |
| FIDUCIARY FINANCIAL GROUP, LLC | 3.71K | $250.5K | — | New |
| Financial Symmetry Inc | 3.26K | $231.8K | $19.8K | Added$20K |
| HighTower Advisors, LLC | 3.2K | $216.1K | — | New |
| Approach Retirement Advisors, LLC | 3.05K | $206K | — | New |
| CARDIFF PARK ADVISORS, LLC | 1.76K | $119.1K | $4.41K | Added$4.61K |
| Farther Finance Advisors, LLC | 1.68K | $114.9K | $3.05K | Added$56.4K |
| Glass Jacobson Investment Advisors llc | 921 | $62.2K | $2.27K | Added$2.27K |
| UBS Group AG | 318 | $21.5K | — | New |
| BCR Wealth Strategies, LLC | 264.4K | $17.9K | $647 | Added$818 |
| Ares Financial Consulting, LLC | 227 | $15.5K | $803 | Added$803 |
| Capital Investment Advisory Services, LLC | 6 | $405 | $15 | Added$15 |
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.