Stock
Reported value
$15.1M
Holders
24
+4 new · −2 exited
Holders’ est. mark
$4.39K
Price effect on 20 books still in the name
Largest holder
$4.62M
Blue Trust, Inc.
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $7.96K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Blue Trust, Inc. | 153.4K | $4.62M | $480 | Cut−$1.51M |
| Summit Financial, LLC | 68.8K | $2.07M | $222 | Cut−$2.31M |
| GOLDMAN SACHS GROUP INC | 62.7K | $1.89M | $172 | Added$217.4K |
| Vident Advisory, LLC | 33.3K | $1M | $105 | Cut−$415.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27.4K | $823.8K | $85 | Cut−$149.6K |
| MGO ONE SEVEN LLC | 24.9K | $750K | $72 | Added$43.9K |
| OneAscent Financial Services LLC | 21.5K | $647.5K | $51 | Cut−$248.5K |
| Arkadios Wealth Advisors | 18.9K | $570.6K | $55 | Added$42.4K |
| ROYAL BANK OF CANADA | 18.6K | $561K | $320 | Added$195K |
| Empirical Asset Management, LLC | 13.4K | $402.3K | $40 | Cut−$8.66K |
| GTS SECURITIES LLC | 11.6K | $349.2K | $34 | Cut−$865.3K |
| Walkner Condon Financial Advisors LLC | 10.1K | $302.6K | $32 | Cut−$38.8K |
| WorthPointe, LLC | 9.05K | $272.4K | $0 | Added$21.6K |
| Focus Financial Network, Inc. | 9.02K | $271.5K | $27 | Cut−$26.6K |
| TWO SIGMA INVESTMENTS, LP | 7.5K | $225.8K | — | New |
| Global Assets Advisory, LLC | 3.47K | $97.2K | — | New |
| MORGAN STANLEY | 3.11K | $93.6K | $9 | Cut−$152K |
| UBS Group AG | 2.77K | $83.5K | — | New |
| Allworth Financial LP | 1.52K | $45.7K | $5 | Added$5 |
| MAI Capital Management | 421 | $12.7K | $1 | Added$1 |
| Fidelity | 265 | $7.96K | $1 | Added$1 |
| Clarity Asset Management, Inc. | 91 | $2.73K | $0 | Held |
| CWM, LLC | 89 | $2.68K | $2.68K | Added$2.68K |
| Farther Finance Advisors, LLC | 75 | $2.27K | — | 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.