Stock
Reported value
$40.3M
Holders
37
+7 new · −4 exited
Holders’ est. mark
$3.63M
Price effect on 30 books still in the name
Largest holder
$8.66M
Lifetime Wealth Management P.C.
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $2.75M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Lifetime Wealth Management P.C. | 584.4K | $8.66M | $1.06M | Added$1.35M |
| AMERICAN CENTURY COMPANIES INC | 435.3K | $6.45M | — | New |
| Risk Paradigm Group, LLC | 213.3K | $3.16M | $335.5K | Added$850.6K |
| RPg Family Wealth Advisory, LLC | 213.3K | $3.16M | $319.5K | Added$834.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 196.8K | $2.91M | $369.8K | Cut−$436.5K |
| Citadel | 185.9K | $2.75M | $349.5K | Cut−$2.31M |
| GOLDMAN SACHS GROUP INC | 150K | $2.22M | $281.9K | Added$281.9K |
| BANK OF NOVA SCOTIA | 138.8K | $2.06M | $221K | Added$443.2K |
| STIFEL FINANCIAL CORP | 102.3K | $1.52M | $187.4K | Added$226.3K |
| Sankala Group LLC | 92.8K | $1.3M | −$143.7K | Cut−$125.1K |
| Indiana Trust & Investment Management Co | 62.5K | $925.6K | $117.5K | Added$117.5K |
| MORGAN STANLEY | 56.3K | $834K | $99.9K | Added$147.2K |
| Mount Lucas Management LP | 50.1K | $742.7K | $94.3K | Added$94.3K |
| Focus Partners Wealth | 38.5K | $570.2K | $70.4K | Added$85.3K |
| BANK OF AMERICA CORP /DE/ | 38.1K | $563.7K | $46.2K | Added$246.1K |
| D. E. Shaw & Co., Inc. | 31.9K | $471.7K | $59.9K | Cut−$276K |
| LPL Financial LLC | 25.3K | $375K | $47.6K | Cut−$70K |
| BROWN ADVISORY INC | 18.2K | $269.5K | $34.2K | Added$34.2K |
| WELLS FARGO & COMPANY/MN | 17.5K | $259.1K | $4.19K | Added$230.2K |
| RAYMOND JAMES FINANCIAL INC | 16.9K | $250.4K | — | New |
| AMERIPRISE FINANCIAL INC | 14.8K | $218.8K | $27.8K | Cut−$333.2K |
| Wealthfront Advisers LLC | 11K | $163K | $20.7K | Added$17.8K |
| GROUP ONE TRADING LLC | 7K | $103.7K | — | New |
| UBS Group AG | 6.02K | $89.2K | $4.46K | Added$58.5K |
| NATIONAL BANK OF CANADA /FI/ | 4.83K | $71.5K | $9.22K | Added$9.22K |
| SPX Gestao de Recursos Ltda | 3.62K | $53.6K | — | New |
| SIMPLEX TRADING, LLC | 3.06K | $45.3K | $172 | Added$44.1K |
| Advisory Services Network, LLC | 1.86K | $27.5K | — | New |
| Triumph Capital Management | 1.66K | $24.6K | $3.12K | Added$1.19K |
| Sunbelt Securities, Inc. | 1.09K | $16.2K | $2.05K | Added$2.05K |
| BNP PARIBAS FINANCIAL MARKETS | 730 | $10.8K | — | New |
| ROYAL BANK OF CANADA | 553 | $8K | $852 | Cut−$1.25M |
| Capital Investment Advisory Services, LLC | 151 | $2.23K | $282 | Added$297 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 120 | $1.78K | $231 | Added$231 |
| Comprehensive Financial Planning, Inc./PA | 110 | $1.63K | $207 | Added$207 |
| Aptus Capital Advisors, LLC | 100 | $1.48K | $188 | Added$188 |
| NVWM, LLC | 5 | $74 | — | New |
Who left
- JANE STREET GROUP, LLC$6.05M
- TWO SIGMA SECURITIES, LLC$214.6K
- JPMORGAN CHASE & CO$3.88K
- Kilter Group LLC$10
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.