Stock
Reported value
$2.63M
Holders
19
+8 new · −3 exited
Holders’ est. mark
$56.7K
Price effect on 11 books still in the name
Largest holder
$614.7K
VestGen Advisors, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $6.86K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| VestGen Advisors, LLC | 23.7K | $614.7K | — | New |
| Brookstone Capital Management | 26.1K | $602.1K | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 21.7K | $501.2K | — | New |
| JANE STREET GROUP, LLC | 15.4K | $355.6K | — | New |
| Sunbelt Securities, Inc. | 12K | $277.1K | $32.4K | Added$41.9K |
| First Pacific Financial | 3.77K | $87.1K | $10.6K | Added$10.6K |
| PNC Financial Services Group, Inc. | 3K | $69.3K | $8.4K | Added$8.4K |
| OSAIC HOLDINGS, INC. | 2.13K | $49.1K | $1.95K | Added$35K |
| Ritter Daniher Financial Advisory LLC / DE | 1.97K | $45.5K | $5.52K | Added$4.2K |
| Godfrey Financial Associates, Inc. | 329 | $7.6K | −$6.06K | Cut−$6.06K |
| Fidelity | 297 | $6.86K | — | New |
| Farther Finance Advisors, LLC | 293 | $6.8K | $850 | Added$850 |
| SIGNATUREFD, LLC | 265 | $6.12K | $745 | Added$745 |
| CWM, LLC | 181 | $4.18K | $2.31K | Added$4.18K |
| FLOW TRADERS U.S. LLC | 16.4K | $378 | — | New |
| Tradewinds Capital Management, LLC | 10 | $232 | $28 | Added$28 |
| MORGAN STANLEY | 1 | $41 | — | New |
| Capital Analysts, LLC | 778 | $18 | $2 | Added$2 |
| HANTZ FINANCIAL SERVICES, INC. | 483 | $11 | — | New |
Who left
- MENORA MIVTACHIM HOLDINGS LTD.$224.5K
- BANK OF AMERICA CORP /DE/$10.3K
- UBS Group AG$366
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.