Stock
Reported value
$52M
Holders
10
+2 new · −1 exited
Holders’ est. mark
−$490K
Price effect on 8 books still in the name
Largest holder
$36.2M
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 | 1.13M | $36.2M | −$376.1K | Added$120.6K |
| Envestnet Portfolio Solutions, Inc. | 474.9K | $15.2M | −$108.1K | Added$2.55M |
| Israel Discount Bank of New York | 13.1K | $418.9K | −$4.32K | Added$3.76K |
| IFP Advisors, Inc | 3.55K | $113.3K | −$1.19K | Cut−$1.19K |
| POM Investment Strategies, LLC | 1.24K | $39.5K | −$415 | Cut−$415 |
| Farther Finance Advisors, LLC | 613 | $19.8K | $9 | Added$9 |
| CoreCap Advisors, LLC | 240 | $7.67K | — | New |
| JPMORGAN CHASE & CO | 31 | $957 | — | New |
| First Command Advisory Services, Inc. | 7 | $224 | −$2 | Cut−$2 |
| UBS Group AG | 2 | $64 | −$1 | Cut−$4.29K |
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.