Stock
Reported value
$63.9M
Holders
25
+8 new · −2 exited
Holders’ est. mark
−$4.74K
Price effect on 17 books still in the name
Largest holder
$36.6M
TRUE Private Wealth Advisors
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $1.07M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| TRUE Private Wealth Advisors | 1.39M | $36.6M | $289.4K | Cut−$2.46M |
| Quantum Financial Advisors, LLC | 278.5K | $7.31M | $45K | Added$1.67M |
| RAYMOND JAMES FINANCIAL INC | 155.4K | $4.08M | — | New |
| D.A. DAVIDSON & CO. | 151.9K | $3.99M | $30.3K | Added$183.7K |
| BlackRock, Inc. | 100.2K | $2.63M | $16.8K | Added$523.1K |
| CENTRAL TRUST Co | 69.6K | $1.83M | $9.47K | Added$640.8K |
| GOLDMAN SACHS GROUP INC | 48.3K | $1.27M | $10K | Added$10K |
| Citadel | 40.6K | $1.07M | — | New |
| Tower Research Capital LLC (TRC) | 28.6K | $749.8K | — | New |
| Bradley & Co. Private Wealth Management, LLC | 28.3K | $743.1K | $2.77K | Added$395.7K |
| JIM SAULNIER & ASSOCIATES, LLC | 25.2K | $661.4K | $4.84K | Added$55.3K |
| MKT Advisors LLC | 22.7K | $595.4K | $3.85K | Added$3.66K |
| ARK & TLK INVESTMENTS, LLC | 18.8K | $494.3K | $3.91K | Added$3.91K |
| OSAIC HOLDINGS, INC. | 16.9K | $442.5K | $3.08K | Added$56.8K |
| LPL Financial LLC | 13.4K | $353K | $2.01K | Added$101.9K |
| ROYAL BANK OF CANADA | 13.4K | $352K | $2.66K | Cut−$7K |
| 4Thought Financial Group Inc. | 13.4K | $351.3K | — | New |
| Creative Planning | 11.8K | $310.5K | $2.46K | Added$2.46K |
| McIlrath & Eck, LLC | 1.84K | $48.2K | — | New |
| Parallel Advisors, LLC | 1.14K | $29.8K | $236 | Added$236 |
| Steward Partners Investment Advisory, LLC | 785 | $20.6K | $164 | Cut−$3.43K |
| Asset Dedication, LLC | 769 | $20.2K | — | New |
| NewEdge Advisors, LLC | 17.9K | $17.9K | −$431.9K | Cut−$431.2K |
| UBS Group AG | 63 | $1.65K | — | New |
| FLOW TRADERS U.S. LLC | 24.3K | $637 | — | New |
Who left
- JANE STREET GROUP, LLC$891.6K
- IFG Advisory, LLC$757K
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.