Stock
Reported value
$14.4K
Holders
17
+10 new · −8 exited
Holders’ est. mark
−$15.7K
Price effect on 7 books still in the name
Largest holder
$4.16K
CAPTRUST FINANCIAL ADVISORS
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 138.6K | $4.16K | — | New |
| Gen-Wealth Partners Inc | 82.6K | $2.48K | — | New |
| Jump Financial, LLC | 72.2K | $2.17K | — | New |
| Krilogy Financial LLC | 69.8K | $1.74K | −$12.4K | Cut−$11.7K |
| XTX Topco Ltd | 49.4K | $1.48K | — | New |
| MAI Capital Management | 35K | $1.05K | — | New |
| FLAGSHIP HARBOR ADVISORS, LLC | 20K | $600 | — | New |
| MORGAN STANLEY | 15.7K | $471 | −$1.74K | Cut−$1.44K |
| UBS Group AG | 3.2K | $96 | −$976 | Cut−$40.1K |
| Medallion Wealth Advisors, LLC | 1.68K | $50 | −$513 | Cut−$513 |
| OSAIC HOLDINGS, INC. | 993 | $29 | — | New |
| HRT FINANCIAL LP | 890.1K | $26 | — | New |
| Activest Wealth Management | 133 | $4 | −$41 | Cut−$41 |
| WELLS FARGO & COMPANY/MN | 85 | $3 | −$25 | Cut−$25 |
| Cypress Capital Management LLC (WY) | 66 | $2 | — | New |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 66 | $2 | — | New |
| SG Americas Securities, LLC | 33.5K | $1 | −$4 | Cut−$3 |
Who left
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.