Stock
Reported value
$44.6M
Holders
44
+5 new · −7 exited
Holders’ est. mark
$571.9K
Price effect on 38 books still in the name
Largest holder
$11.4M
PFG Investments, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $158.5K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| PFG Investments, LLC | 425.7K | $11.4M | −$156.2K | Cut−$121.5K |
| STANCE CAPITAL LLC | 266.2K | $7.14M | −$95.7K | Added$71.9K |
| World Investment Advisors | 206.8K | $5.55M | −$76.1K | Cut−$76.1K |
| Westfuller Advisors, LLC | 111.7K | $3M | −$40.1K | Added$32.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | 76.8K | $2.06M | −$28.3K | Cut−$111.6K |
| Private Advisor Group, LLC | 70.9K | $1.9M | −$26.1K | Cut−$61.6K |
| LPL Financial LLC | 66.4K | $1.78M | −$24.4K | Cut−$49.2K |
| SEEDS INVESTOR LLC | 47.9K | $1.37M | $59.9K | Added$260K |
| First Affirmative Financial Network | 45.5K | $1.22M | — | Held |
| LaSalle St. Investment Advisors, LLC | 38.2K | $1.03M | $1.02M | Added$1.02M |
| WCG Wealth Advisors LLC | 37.9K | $1.02M | −$13.9K | Cut−$225.2K |
| MIRAE ASSET SECURITIES (USA) INC. | 35.9K | $961.8K | −$5.05K | Added$589K |
| ENVESTNET ASSET MANAGEMENT INC | 30.8K | $827.1K | −$3.53K | Added$565.4K |
| Pathstone Holdings, LLC | 27.2K | $728.5K | −$10K | Cut−$27.1K |
| Sanctuary Advisors, LLC | 22.8K | $610.6K | — | New |
| Tower Research Capital LLC (TRC) | 20.3K | $543.9K | −$3.97K | Added$250.8K |
| HighTower Advisors, LLC | 19.4K | $520.2K | −$7.14K | Cut−$7.14K |
| ROYAL BANK OF CANADA | 16.3K | $436K | −$6.13K | Cut−$17K |
| Laird Norton Wetherby Trust Company, LLC | 14.9K | $400.3K | −$5.49K | Cut−$589.2K |
| Aegis Wealth Management LLC | 14.1K | $378K | −$5.19K | Cut−$5.19K |
| MORGAN STANLEY | 9.36K | $250.9K | −$3.44K | Cut−$3.44K |
| Focus Partners Wealth | 7.86K | $210.8K | −$2.89K | Cut−$2.89K |
| Rossby Financial, LCC | 7.46K | $201.7K | −$943 | Added$1.17K |
| Fidelity | 5.91K | $158.5K | −$2.17K | Cut−$2.17K |
| Farther Finance Advisors, LLC | 5.64K | $152.6K | −$696 | Added$4.69K |
| Millstone Evans Group, LLC | 4.7K | $126K | −$1.73K | Cut−$1.73K |
| TFC Financial Management, Inc. | 4.52K | $121.3K | −$1.66K | Cut−$1.66K |
| Asset Dedication, LLC | 4.12K | $110.4K | −$1.51K | Cut−$1.51K |
| Steward Partners Investment Advisory, LLC | 3.16K | $84.7K | −$1.16K | Cut−$1.16K |
| ASSETMARK, INC | 2.74K | $73.6K | −$1.01K | Cut−$46K |
| Golden State Equity Partners | 2.38K | $63.7K | — | New |
| PNC Financial Services Group, Inc. | 1.73K | $46.4K | −$636 | Cut−$636 |
| AE Wealth Management LLC | 1.21K | $32.5K | −$446 | Cut−$446 |
| JPMORGAN CHASE & CO | 738 | $19.3K | −$814 | Cut−$17.5K |
| CWM, LLC | 536 | $14.4K | $14.4K | Added$14.4K |
| NATURAL INVESTMENTS, LLC | 314.9K | $8.44K | −$112 | Added$206 |
| HARBOUR INVESTMENTS, INC. | 302 | $8.1K | — | New |
| Smartleaf Asset Management LLC | 168 | $4.38K | −$225 | Cut−$225 |
| Colorado Capital Management, Inc. | 162.3K | $4.35K | — | New |
| Sankala Group LLC | 124 | $3.27K | −$262 | Cut−$6.56K |
| Cambridge Investment Research Advisors, Inc. | 72.7K | $1.95K | −$25 | Added$97 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 57 | $1.53K | — | New |
| UBS Group AG | 11 | $295 | −$4 | Cut−$7.15K |
| WELLS FARGO & COMPANY/MN | 1 | $23 | $0 | Held |
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.