Stock
Reported value
$3.93M
Holders
18
+3 new · −5 exited
Holders’ est. mark
−$223.1K
Price effect on 13 books still in the name
Largest holder
$974.6K
MORGAN STANLEY
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 |
|---|---|---|---|---|
| MORGAN STANLEY | 16.6K | $974.6K | −$60.5K | Cut−$65.8K |
| LPL Financial LLC | 15.1K | $891.1K | −$55.3K | Cut−$197.9K |
| RAYMOND JAMES FINANCIAL INC | 10.8K | $637.9K | −$32.9K | Added$75.1K |
| Private Advisor Group, LLC | 7.17K | $421.7K | −$25.9K | Cut−$21.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.23K | $307.8K | −$19.1K | Cut−$158.2K |
| Citadel | 4.75K | $279.4K | −$12K | Added$73.5K |
| Fidelity | 3.46K | $203.5K | −$11.6K | Added$5.37K |
| Trask Adam Roland | 3.08K | $58.1K | — | Held |
| SOA Wealth Advisors, LLC. | 800 | $47.1K | −$2.92K | Cut−$2.92K |
| UBS Group AG | 796 | $46.8K | — | New |
| Federation des caisses Desjardins du Quebec | 500 | $29.4K | −$1.83K | Cut−$1.83K |
| BLAIR WILLIAM & CO/IL | 236 | $13.9K | — | New |
| OSAIC HOLDINGS, INC. | 150 | $8.83K | −$549 | Cut−$549 |
| Kilter Group LLC | 70 | $4.12K | −$256 | Cut−$256 |
| VANGUARD ADVISERS INC | 68 | $4K | — | Held |
| Clearstead Advisors, LLC | 51 | $3K | −$184 | Cut−$184 |
| Main Street Group, LTD | 1 | $59 | — | New |
| CITIGROUP INC | 1 | $59 | −$4 | Cut−$4 |
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.