Stock
Reported value
$40.8M
Holders
14
+3 new · −4 exited
Holders’ est. mark
−$303.8K
Price effect on 11 books still in the name
Largest holder
$21.6M
BlackRock, Inc.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BlackRock, Inc. | 250K | $21.6M | −$192K | Cut−$192K |
| JANE STREET GROUP, LLC | 42.7K | $3.69M | −$21.9K | Added$1.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32.7K | $2.83M | — | New |
| BANK OF AMERICA CORP /DE/ | 31.1K | $2.69M | −$23.9K | Cut−$2.28M |
| Insight Wealth Partners, LLC | 26.9K | $2.33M | −$20.7K | Cut−$61.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 25.7K | $2.22M | — | New |
| Bank of New York Mellon Corp | 23K | $1.98M | −$17.7K | Cut−$1.52M |
| GOLDMAN SACHS GROUP INC | 18.1K | $1.56M | −$13.9K | Cut−$224.7K |
| Integrated Wealth Concepts LLC | 8.05K | $695.5K | −$5.79K | Added$40K |
| MORGAN STANLEY | 5.77K | $498.3K | −$4.43K | Cut−$4.69K |
| ROYAL BANK OF CANADA | 3.86K | $334K | — | New |
| Belpointe Asset Management LLC | 3.44K | $297.4K | −$2.64K | Cut−$34.4K |
| HARBOUR INVESTMENTS, INC. | 984 | $85K | −$755 | Cut−$755 |
| OSAIC HOLDINGS, INC. | 114 | $9.84K | −$88 | Cut−$88 |
Who left
- Citadel$1.53M
- UBS Group AG$1.13K
- Geneos Wealth Management Inc.$697
- US BANCORP \DE\$348
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.