Stock
Reported value
$14.2M
Holders
22
+4 new · −3 exited
Holders’ est. mark
−$1.1M
Price effect on 18 books still in the name
Largest holder
$3.36M
Advisory Services Network, LLC
Notable conviction
Share of each notable manager’s 13F book.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Advisory Services Network, LLC | 123.9K | $3.36M | −$320.5K | Cut−$435.3K |
| SFI Advisors, LLC | 88.5K | $2.4M | −$229K | Cut−$2.7M |
| Citadel | 56.4K | $1.53M | −$145.9K | Cut−$1.18M |
| High Point Wealth Management, LLC | 44.6K | $1.21M | −$115.3K | Cut−$339.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | 41.4K | $1.12M | −$107K | Cut−$227.4K |
| Rooted Wealth Advisors, Inc. | 34.7K | $1.06M | $86.1K | Added$12.4K |
| OSAIC HOLDINGS, INC. | 29.7K | $806.2K | −$77K | Cut−$217.2K |
| Kestra Advisory Services, LLC | 21.7K | $588.2K | −$56.1K | Cut−$59.6K |
| STIFEL FINANCIAL CORP | 19.3K | $522.3K | — | New |
| JANE STREET GROUP, LLC | 17.4K | $471.8K | −$45K | Cut−$53.7K |
| GWN SECURITIES INC. | 14.8K | $401.5K | −$38.3K | Cut−$105.1K |
| LPL Financial LLC | 10.2K | $277.5K | −$24.5K | Cut−$4.18K |
| Fidelity | 6.53K | $177.2K | −$16.9K | Cut−$43.2K |
| MORGAN STANLEY | 5.17K | $140.2K | −$337 | Added$136.5K |
| TD Waterhouse Canada Inc. | 2.5K | $68.9K | −$5.4K | Cut−$5.4K |
| BlackRock, Inc. | 1.39K | $37.7K | −$3.6K | Cut−$17.4K |
| Sunbelt Securities, Inc. | 357 | $9.69K | — | New |
| Cambridge Investment Research Advisors, Inc. | 45.7K | $1.24K | −$40 | Added$776 |
| Allworth Financial LP | 18 | $489 | −$46 | Cut−$46 |
| PNC Financial Services Group, Inc. | 5 | $136 | — | New |
| Kingdom Financial Group LLC. | 1 | $23 | −$2 | Cut−$2 |
| Lloyd Advisory Services, LLC. | 1 | $23 | — | New |
Who left
- WCG Wealth Advisors LLC$362.7K
- Arrowroot Family Office, LLC$286K
- UBS Group AG$4.22K
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.