Stock
Reported value
$3M
Holders
9
+3 new · −1 exited
Holders’ est. mark
$83.5K
Price effect on 6 books still in the name
Largest holder
$2.51M
BlackRock, Inc.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BlackRock, Inc. | 73K | $2.51M | $84.6K | Cut−$247.3K |
| Ignite Planners, LLC | 7.72K | $265.2K | −$5.7K | Added$1.03K |
| ROYAL BANK OF CANADA | 4.48K | $154K | $3.83K | Added$61K |
| HOWE & RUSLING INC | 1.04K | $35.8K | — | New |
| BANK OF MONTREAL /CAN/ | 691 | $23.7K | $614 | Added$614 |
| Sunbelt Securities, Inc. | 114 | $3.93K | $132 | Added$132 |
| WELLS FARGO & COMPANY/MN | 89 | $3.06K | — | New |
| Smartleaf Asset Management LLC | 81 | $2.75K | $7 | Added$7 |
| JPMORGAN CHASE & CO | 55 | $1.84K | — | New |
Who left
- UBS Group AG$3.25K
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.