Stock
Reported value
$21.2M
Holders
8
+1 new · −0 exited
Holders’ est. mark
−$1.1M
Price effect on 7 books still in the name
Largest holder
$13.5M
Strategic Wealth Investment Group, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Strategic Wealth Investment Group, LLC | 514.5K | $13.5M | −$760.6K | Added$594.5K |
| Envestnet Portfolio Solutions, Inc. | 191.9K | $5.04M | −$219.4K | Added$1.25M |
| Israel Discount Bank of New York | 65.4K | $1.72M | −$63.8K | Added$634.2K |
| Maia Wealth LLC | 18.7K | $492.1K | −$29.8K | Cut−$28.7K |
| GTS SECURITIES LLC | 14.5K | $379.9K | −$23.8K | Cut−$259.5K |
| UBS Group AG | 273 | $7.17K | −$218 | Added$3.46K |
| CoreCap Advisors, LLC | 108 | $2.84K | — | New |
| POM Investment Strategies, LLC | 85 | $2.23K | −$140 | Cut−$140 |
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.