Stock
Reported value
$238.5M
Holders
50
+8 new · −6 exited
Holders’ est. mark
−$1.49M
Price effect on 41 books still in the name
Largest holder
$71.1M
Tencap Wealth Coaching, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Tencap Wealth Coaching, LLC | 1.2M | $71.1M | −$508.5K | Added$268.9K |
| Beacon Pointe Advisors, LLC | 752.7K | $44.7M | −$294.2K | Added$3.76M |
| FMB WEALTH MANAGEMENT | 327.6K | $19.4M | −$140.9K | Cut−$213K |
| RFG Advisory, LLC | 304.4K | $18.1M | −$110.4K | Added$2.72M |
| American Trust | 262.8K | $15.6M | −$108.3K | Added$546.9K |
| Pure Financial Advisors, LLC | 231K | $13.7M | −$85.8K | Added$1.78M |
| Corus Family Wealth Advisors | 112K | $6.65M | −$34.3K | Added$1.88M |
| LVZ, Inc. | 104.4K | $6.2M | −$39.7K | Added$674.4K |
| STAGE HARBOR FINANCIAL, LLC | 76K | $4.51M | −$27.5K | Added$694.6K |
| MML INVESTORS SERVICES, LLC | 75.1K | $4.46M | −$32.3K | Cut−$915.7K |
| Financial Harvest, LLC | 74K | $4.39M | −$26.9K | Added$658.6K |
| ASSETMARK, INC | 63.8K | $3.79M | −$25.7K | Added$216.1K |
| Private Advisor Group, LLC | 55.9K | $3.32M | −$21.6K | Added$305K |
| HARBOUR INVESTMENTS, INC. | 51.1K | $3.03M | — | New |
| Versant Capital Management, Inc | 41.1K | $2.44M | −$16.2K | Added$182.6K |
| Rockwood Wealth Management, LLC | 27.8K | $1.65M | −$11.7K | Added$30.8K |
| BIP Wealth, LLC | 25.2K | $1.5M | −$9.57K | Added$163.8K |
| VESTIA PERSONAL WEALTH ADVISORS | 20.8K | $1.23M | −$22.8K | Added$683.1K |
| CreativeOne Wealth, LLC | 18.7K | $1.11M | −$8.02K | Cut−$8.02K |
| VISTA CAPITAL PARTNERS, INC. | 17.4K | $1.03M | −$5.45K | Added$274.9K |
| SwitchPoint Financial Planning, LLC | 15.8K | $937.7K | −$6.77K | Cut−$3.27K |
| Applied Capital LLC | 15.3K | $910.4K | −$6.52K | Added$3.75K |
| Evanson Asset Management, LLC | 15.2K | $899.2K | −$6.06K | Added$55.6K |
| Financial Plan, Inc. | 13.7K | $811.1K | −$5.52K | Added$43.2K |
| Archvest Wealth Advisors, Inc. | 13.1K | $779.3K | −$5.41K | Added$26.8K |
| Financial Symmetry Inc | 11.6K | $746.1K | $52.1K | Added$52.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | 10.9K | $647.9K | −$2.52K | Added$302.5K |
| Apella Capital, LLC | 9.8K | $626K | $40.4K | Added$26.4K |
| Live Oak Private Wealth LLC | 9.28K | $550.5K | −$2.57K | Added$192.7K |
| BCO Wealth Management LLC | 8.26K | $489.9K | −$3.49K | Added$4.64K |
| NWAM LLC | 7.46K | $443.1K | −$16.2K | Added$80.5K |
| Daytona Street Capital LLC | 6.64K | $324.4K | $14.9K | Added$14.9K |
| WINNOW WEALTH LLC | 4.84K | $287.5K | −$323 | Added$257.7K |
| OPTIMA CAPITAL LLC | 4.68K | $277.8K | — | New |
| Signature Resources Capital Management, LLC | 4.66K | $276.8K | −$2.01K | Cut−$2.01K |
| Monument Group Wealth Advisors, LLC | 4.52K | $268.3K | −$1.94K | Cut−$1.94K |
| MONOGRAPH WEALTH ADVISORS, LLC | 4.29K | $254.8K | — | New |
| 25 LLC | 4.18K | $248.2K | −$1.64K | Added$24.5K |
| WorthPointe, LLC | 4.18K | $247.9K | −$1.64K | Added$14.8K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 3.46K | $205.2K | — | Held |
| ROYAL BANK OF CANADA | 2.27K | $134K | — | New |
| Farther Finance Advisors, LLC | 2.1K | $125.6K | −$234 | Added$18K |
| Silver Grove Financial Group, Inc. | 1.28K | $76K | — | New |
| BCR Wealth Strategies, LLC | 788.9K | $46.8K | −$320 | Added$2.4K |
| UBS Group AG | 245 | $14.5K | — | New |
| Glass Jacobson Investment Advisors llc | 226 | $13.4K | −$97 | Cut−$97 |
| AdvisorNet Financial, Inc | 170 | $10.1K | — | New |
| MPWM ADVISORY SOLUTIONS, LLC | 42 | $2.49K | −$18 | Cut−$18 |
| Capital Investment Advisory Services, LLC | 5 | $297 | −$2 | Cut−$2 |
| Cloud Capital Management, LLC | 4.56K | $270 | — | New |
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.