Stock
Reported value
$62.7M
Holders
19
+7 new · −1 exited
Holders’ est. mark
$1.13M
Price effect on 12 books still in the name
Largest holder
$35.5M
COMMONWEALTH EQUITY SERVICES, 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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 1.04M | $35.5M | $1.22M | Added$10.9M |
| SK Wealth Management, LLC | 203.1K | $7.07M | −$342.5K | Cut−$7.86K |
| FWG Holdings, LLC | 115.8K | $4.03M | −$64.1K | Added$1.37M |
| InTrack Investment Management Inc | 82.2K | $2.81M | $91.7K | Added$952.4K |
| EverSource Wealth Advisors, LLC | 78.9K | $2.69M | $83.2K | Added$1.01M |
| Citadel | 75.7K | $2.58M | — | New |
| JANE STREET GROUP, LLC | 63.8K | $2.18M | $38.4K | Added$1.4M |
| MFA Wealth Services | 35.7K | $1.22M | $57.4K | Added$37.7K |
| FOUNDERS FINANCIAL SECURITIES LLC | 26.5K | $968.9K | — | New |
| OLD MISSION CAPITAL LLC | 27.9K | $954.4K | — | New |
| Elm3 Financial Group, LLC | 18.4K | $629.1K | $27.5K | Added$73.5K |
| Element Wealth, LLC | 17.8K | $606.7K | — | New |
| Pathfinder Wealth Consulting, Inc. | 16.7K | $568.9K | — | New |
| 1015 Capital Partners, LLC | 8.91K | $304.2K | $6.11K | Added$180.7K |
| Financial Strategies Group, Inc. | 7.71K | $296.9K | — | New |
| Canvas Wealth Advisors, LLC | 7.81K | $266.8K | $12.6K | Cut−$612.6K |
| Noble Wealth Management PBC | 150 | $5.12K | $242 | Added$242 |
| MORGAN STANLEY | 100 | $3.42K | $161 | Added$161 |
| Fidelity | 48 | $1.65K | — | New |
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.