Stock
Reported value
$99.7M
Holders
50
+14 new · −8 exited
Holders’ est. mark
$3.69M
Price effect on 36 books still in the name
Largest holder
$28.1M
POTOMAC FUND MANAGEMENT INC /ADV
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| POTOMAC FUND MANAGEMENT INC /ADV | 995.4K | $28.1M | — | New |
| Ted Buchan & Co | 307.4K | $8.67M | $627.4K | Added$1.43M |
| RAYMOND JAMES FINANCIAL INC | 256.6K | $7.24M | $474.2K | Added$1.77M |
| ABBINGTON INVESTMENT GROUP | 243.9K | $6.88M | $428.6K | Added$1.94M |
| ENVESTNET ASSET MANAGEMENT INC | 164.1K | $4.63M | $224.5K | Added$2.04M |
| MANNING & NAPIER ADVISORS LLC | 160K | $4.52M | $178.4K | Added$2.52M |
| Longview Financial Advisors, Inc. | 134.6K | $3.8M | $285.8K | Added$499.9K |
| Sound Financial Strategies Group, LLC | 113K | $3.19M | $178.6K | Added$1.13M |
| Illumine Investment Management, LLC | 109.7K | $3.09M | $246.2K | Added$253.7K |
| GeoWealth Management, LLC | 93.3K | $2.63M | — | New |
| CAPTRUST FINANCIAL ADVISORS | 90.5K | $2.55M | $191.5K | Added$342.9K |
| Latitude Advisors, LLC | 79.3K | $2.24M | $177.2K | Added$192.1K |
| CSS LLC/IL | 78K | $2.2M | $175.6K | Added$175.6K |
| Kovack Advisors, Inc. | 71.4K | $2.02M | — | New |
| BANK OF MONTREAL /CAN/ | 69.1K | $1.95M | $150.5K | Added$214.2K |
| Lifetime Wealth Management P.C. | 45.9K | $1.29M | $96.9K | Added$175.9K |
| NVWM, LLC | 41.8K | $1.18M | $94K | Cut−$352K |
| ORG Wealth Partners, LLC | 40.9K | $1.15M | $69.1K | Added$355.1K |
| ROYAL BANK OF CANADA | 38.6K | $1.09M | $39.1K | Added$632K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 38K | $1.07M | $43.8K | Added$565.9K |
| Magnolia Private Wealth, LLC | 84.7K | $1.04M | −$495.8K | Added$99K |
| Golden State Equity Partners | 34.6K | $975.6K | — | New |
| Ferguson Shapiro LLC | 30.4K | $858.7K | — | New |
| Fermata Advisors, LLC | 29.3K | $827.4K | $61.2K | Added$121K |
| Andina Capital Management, LLC | 29.2K | $824.1K | $65.8K | Cut−$105.9K |
| FMA Wealth Management, LLC | 23K | $647.3K | $51.6K | Added$51.6K |
| Visionary Wealth Advisors | 20.4K | $576.5K | $46K | Added$19.9K |
| Atria Investments, Inc | 18.2K | $513.4K | $41K | Cut−$63.3K |
| Ancora Advisors LLC | 18.1K | $511.8K | $40.8K | Cut−$55.6K |
| WFA of San Diego, LLC | 16.9K | $476.7K | $37.7K | Added$41.7K |
| Altiora Financial Group, LLC | 16.3K | $458.3K | — | New |
| Blueprint Financial Advisors LLC | 13.5K | $379.9K | $30.3K | Cut−$32.3K |
| Blueprint Investment Partners LLC | 13.5K | $379.9K | $30.3K | Cut−$32.3K |
| Signal Advisors Wealth, LLC | 13.1K | $368.2K | — | New |
| MGO ONE SEVEN LLC | 12.7K | $358.5K | $28.6K | Cut−$2.53K |
| PFG Investments, LLC | 10.9K | $306.5K | $24.5K | Added$19.3K |
| Worth Asset Management, LLC | 9.66K | $272.5K | — | New |
| IPG Investment Advisors LLC | 8.05K | $227K | $18.1K | Added$18.1K |
| Advisory Services Network, LLC | 5.06K | $142.7K | — | New |
| OSAIC HOLDINGS, INC. | 2.32K | $65.4K | $5.22K | Cut−$9.34K |
| CWM, LLC | 655 | $18.5K | $18.5K | Added$18.4K |
| FIFTH THIRD BANCORP | 408 | $11.5K | $918 | Added$918 |
| UBS Group AG | 400 | $11.3K | — | New |
| MATHER GROUP, LLC. | 298 | $8.4K | — | New |
| HARBOUR INVESTMENTS, INC. | 120 | $3.4K | $298 | Added$272 |
| NBT BANK N A /NY | 120 | $3.38K | — | New |
| WELLS FARGO & COMPANY/MN | 26 | $733 | — | New |
| ASSETMARK, INC | 6 | $169 | — | New |
| Creative Capital Management Investments LLC | 4 | $113 | $9 | Added$9 |
| MORGAN STANLEY | 1 | $54 | $25 | Cut−$5 |
Who left
- JANE STREET GROUP, LLC$3.27M
- KITCHING PARTNERS, LLC$399.1K
- Tactive Advisors, LLC$374.2K
- Signet Private Wealth LLC$257.6K
- PFG Advisors$253.1K
- SIMPLEX TRADING, LLC$25.6K
- NATIONAL BANK OF CANADA /FI/$10.4K
- Salomon & Ludwin, LLC$1.6K
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.