Stock
Reported value
$13.1M
Holders
9
+2 new · −1 exited
Holders’ est. mark
−$209.5K
Price effect on 7 books still in the name
Largest holder
$4.86M
Blueprint Investment Partners LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Blueprint Investment Partners LLC | 142.7K | $4.86M | −$82.1K | Added$177.2K |
| Blueprint Financial Advisors LLC | 142.4K | $4.85M | −$81.9K | Added$177.3K |
| LPL Financial LLC | 54.4K | $1.85M | −$29K | Added$200.7K |
| JANE STREET GROUP, LLC | 23.5K | $799.4K | −$14.3K | Cut−$579.8K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 16.4K | $560K | — | New |
| Colonial Trust Co / SC | 4.16K | $141.6K | −$2.25K | Added$13.4K |
| Janney Montgomery Scott LLC | 32.4K | $1.1K | −$20 | Cut−$13 |
| UBS Group AG | 9 | $307 | — | New |
| MORGAN STANLEY | 2 | $78 | −$10 | Added$29 |
Who left
- OSAIC HOLDINGS, INC.$6.98K
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.