Stock
Reported value
$28.1M
Holders
13
+3 new · −0 exited
Holders’ est. mark
$474.9K
Price effect on 10 books still in the name
Largest holder
$19.8M
Crumly & Associates Inc.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Crumly & Associates Inc. | 609.6K | $19.8M | $311.2K | Added$5.84M |
| Empire Financial Management Company, LLC | 133K | $4.31M | $93.8K | Added$117.2K |
| Rockefeller Capital Management L.P. | 65.8K | $2.13M | $46.7K | Cut−$135.2K |
| Focus Partners Wealth | 14.3K | $462.8K | $10.1K | Added$11.1K |
| National Philanthropic Trust | 11K | $356.5K | — | New |
| Sequoia Financial Advisors, LLC | 10.2K | $330.7K | $7.24K | Added$7.24K |
| JANE STREET GROUP, LLC | 7.19K | $232.9K | — | New |
| QUANTIFY CHAOS ADVISORS, LLC | 7.18K | $232.8K | $5.06K | Added$5.61K |
| WealthCare Investment Partners, LLC | 6.62K | $211.8K | $470 | Added$470 |
| AlphaCore Capital LLC | 1.68K | $54.5K | $762 | Added$20.5K |
| JPMORGAN CHASE & CO | 1.1K | $34.6K | −$424 | Cut−$424 |
| UBS Group AG | 172 | $5.57K | — | New |
| MORGAN STANLEY | 1 | $52 | $2 | Added$2 |
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.