Stock
Reported value
$32.7M
Holders
29
+9 new · −2 exited
Holders’ est. mark
$227.9K
Price effect on 20 books still in the name
Largest holder
$8.94M
Quantum Financial Advisors, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Quantum Financial Advisors, LLC | 342.5K | $8.94M | $86.6K | Added$1.9M |
| RAYMOND JAMES FINANCIAL INC | 163.4K | $4.27M | — | New |
| LPL Financial LLC | 159.9K | $4.18M | $12.4K | Added$3.16M |
| Addison Advisors LLC | 108.7K | $2.84M | $33.6K | Added$103.9K |
| BlackRock, Inc. | 101.2K | $2.64M | $25.9K | Added$534.1K |
| High Note Wealth, LLC | 51.5K | $1.34M | $16.3K | Added$12.2K |
| Tower Research Capital LLC (TRC) | 46.4K | $1.21M | — | New |
| GOLDMAN SACHS GROUP INC | 42.4K | $1.11M | — | New |
| JANE STREET GROUP, LLC | 38.1K | $994.6K | $9.29K | Added$239.6K |
| Creative Planning | 32.5K | $848.5K | $10.3K | Added$10.3K |
| Bradley & Co. Private Wealth Management, LLC | 22.8K | $596K | $2.67K | Added$379.2K |
| OSAIC HOLDINGS, INC. | 19.4K | $505.9K | $5.63K | Added$49.7K |
| CENTRAL TRUST Co | 19K | $497.2K | $6.04K | Cut−$174.4K |
| Cerity Partners LLC | 17.5K | $457.5K | — | New |
| MKT Advisors LLC | 17.4K | $455.2K | $4.69K | Added$3.99K |
| ARK & TLK INVESTMENTS, LLC | 17.3K | $451.8K | $5.49K | Added$5.49K |
| 4Thought Financial Group Inc. | 13.5K | $352.4K | — | New |
| JIM SAULNIER & ASSOCIATES, LLC | 12.6K | $327.9K | $3.98K | Added$3.98K |
| Beacon Pointe Advisors, LLC | 10.3K | $269.9K | $3.28K | Added$3.28K |
| DAVENPORT & Co LLC | 8.77K | $229K | — | New |
| Allworth Financial LP | 1.99K | $52K | $631 | Added$631 |
| McIlrath & Eck, LLC | 1.53K | $40.1K | — | New |
| Parallel Advisors, LLC | 1.15K | $30.1K | $365 | Added$365 |
| BARRETT & COMPANY, INC. | 1K | $26.1K | $317 | Added$317 |
| Steward Partners Investment Advisory, LLC | 969 | $25.3K | $189 | Added$9.96K |
| Asset Dedication, LLC | 775 | $20.2K | — | New |
| UBS Group AG | 743 | $19.4K | — | New |
| FLOW TRADERS U.S. LLC | 14.8K | $387 | $4 | Added$108 |
| Hartford Financial Management Inc. | 480 | $126 | $2 | Added$2 |
Who left
- Citadel$1.03M
- IFG Advisory, LLC$234.6K
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.