Stock
Reported value
$15.4M
Holders
7
+2 new · −2 exited
Holders’ est. mark
$444.4K
Price effect on 5 books still in the name
Largest holder
$13.7M
EdgeRock Capital LLC
Notable conviction
Share of each notable manager’s 13F book.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| EdgeRock Capital LLC | 526K | $13.7M | $418.2K | Added$761.5K |
| Cerity Partners LLC | 20.9K | $545.3K | $17K | Added$16.6K |
| Sonoma Allocations LLC | 18.1K | $479.4K | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14.4K | $377.1K | — | New |
| Citadel | 11K | $288.1K | $8.97K | Cut−$11.4K |
| Fidelity | 252 | $6.58K | $205 | Added$205 |
| OSAIC HOLDINGS, INC. | 30 | $783 | $24 | Cut−$7.94K |
Who left
- TRUE Private Wealth Advisors$1.74M
- UBS Group AG$4.78K
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.