Stock
Reported value
$16.1M
Holders
20
+1 new · −1 exited
Holders’ est. mark
—
Need a prior quarter
Largest holder
$8.65M
Lido Advisors, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $1.25M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Lido Advisors, LLC | 167.4K | $8.65M | — | Held |
| SageView Advisory Group, LLC | 40.9K | $2.17M | — | Held |
| Citadel | 23.6K | $1.25M | — | Held |
| GOLDMAN SACHS GROUP INC | 22.3K | $1.18M | — | Held |
| Apollon Wealth Management, LLC | 13.7K | $725.9K | — | Held |
| Serenus Wealth Advisors, LLC | 8.77K | $464K | — | Held |
| J. Mark Nickell & Co. | 7.22K | $382.1K | — | Held |
| BENJAMIN EDWARDS INC | 4.69K | $248.3K | — | Held |
| JANE STREET GROUP, LLC | 4.62K | $244.6K | — | Held |
| Prosperity Planning, Inc. | 4.42K | $234K | — | Held |
| Tower Research Capital LLC (TRC) | 2.9K | $153.3K | — | Held |
| IFP Advisors, Inc | 2.75K | $145.3K | — | New |
| Larson Financial Group LLC | 2.4K | $126.9K | — | Held |
| Front Row Advisors LLC | 680 | $36K | — | Held |
| BFSG, LLC | 450 | $23.8K | — | Held |
| Sherman Asset Management, Inc. | 352 | $18.6K | — | Held |
| Sunbelt Securities, Inc. | 240 | $12.7K | — | Held |
| Portfolio Resources Advisor Group, Inc. | 100 | $5.29K | — | Held |
| Thrivent Financial for Lutherans | 33.8K | $1.79K | — | Held |
| ROYAL BANK OF CANADA | 10 | $1K | — | Held |
Who left
- MORGAN STANLEY$66.9K
Positions as of Q4 2025. 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.