Stock
Reported value
$8.51M
Holders
33
+4 new · −4 exited
Holders’ est. mark
−$489.1K
Price effect on 28 books still in the name
Largest holder
$1.93M
Wealthfront Advisers LLC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $35.4K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Wealthfront Advisers LLC | 34.2K | $1.93M | −$147.6K | Cut−$175.4K |
| KINGSWOOD WEALTH ADVISORS, LLC | 24.2K | $1.37M | −$100.8K | Cut−$52.8K |
| CAPITAL CITY TRUST CO/FL | 20.6K | $1.16M | — | New |
| Joel Adams & Associates, Inc. | 10.5K | $593.4K | −$45.3K | Cut−$45.3K |
| Sunrise Financial Services, LLC | 9.25K | $522.5K | — | New |
| MORGAN STANLEY | 6.47K | $365.7K | −$27.9K | Cut−$28K |
| Allegheny Financial Group | 5.58K | $315.3K | −$24K | Cut−$23.5K |
| PFG Investments, LLC | 5.52K | $311.8K | −$23.7K | Cut−$22.3K |
| Composition Wealth, LLC | 5.45K | $307.8K | −$23.2K | Cut−$18.8K |
| TWO SIGMA INVESTMENTS, LP | 5.1K | $288.1K | — | New |
| Financial Engines Advisors L.L.C. | 4.78K | $270.1K | −$20.6K | Cut−$20.6K |
| Beacon Pointe Advisors, LLC | 4.55K | $257.1K | −$19.6K | Cut−$19.6K |
| HOWE & RUSLING INC | 3.4K | $191.9K | −$14.6K | Cut−$14.6K |
| TD Waterhouse Canada Inc. | 2.37K | $135.4K | −$7.45K | Added$8.74K |
| ROYAL BANK OF CANADA | 2.37K | $134K | −$10.3K | Cut−$1.29M |
| SOA Wealth Advisors, LLC. | 1K | $56.5K | −$4.31K | Cut−$4.31K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 813 | $45.9K | −$3.5K | Cut−$3.5K |
| OSAIC HOLDINGS, INC. | 801 | $45.3K | −$1.76K | Added$20.5K |
| DHJJ Financial Advisors, Ltd. | 714 | $40.3K | −$3.08K | Cut−$3.08K |
| Fidelity | 627 | $35.4K | −$2.57K | Cut−$820 |
| FIRST COMMUNITY TRUST NA | 595 | $33.6K | −$2.57K | Cut−$2.57K |
| Redwood Park Advisors LLC | 418 | $23.6K | −$1.82K | Cut−$1.76K |
| Rossby Financial, LCC | 322 | $18.4K | −$1.14K | Cut−$1.14K |
| NATURAL INVESTMENTS, LLC | 199.3K | $11.3K | −$698 | Added$1.41K |
| UBS Group AG | 177 | $10K | −$763 | Cut−$763 |
| Farther Finance Advisors, LLC | 125 | $7.16K | — | New |
| BANK OF MONTREAL /CAN/ | 125 | $7.06K | −$539 | Cut−$539 |
| Allworth Financial LP | 121 | $6.84K | −$521 | Cut−$521 |
| Sankala Group LLC | 85 | $4.77K | −$298 | Cut−$9.54K |
| AE Wealth Management LLC | 50 | $2.83K | −$215 | Cut−$215 |
| Game Plan Financial Advisors, LLC | 13 | $747 | −$55 | Cut−$55 |
| VANGUARD ADVISERS INC | 7 | $398 | — | Held |
| Capital Analysts, LLC | 584 | $33 | −$3 | Cut−$3 |
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.