Stock
Reported value
$17M
Holders
14
+3 new · −5 exited
Holders’ est. mark
−$80.3K
Price effect on 10 books still in the name
Largest holder
$6.51M
MATHER GROUP, LLC.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MATHER GROUP, LLC. | 203.2K | $6.51M | — | New |
| LPL Financial LLC | 104.9K | $3.36M | −$32.2K | Cut−$540 |
| ORG Wealth Partners, LLC | 67.2K | $2.15M | −$10.9K | Added$1.01M |
| ROYAL BANK OF CANADA | 44.9K | $1.44M | −$5.96K | Added$760K |
| ENVESTNET ASSET MANAGEMENT INC | 32.7K | $1.05M | −$8.84K | Added$123.9K |
| Cetera Investment Advisers | 28.6K | $915.6K | −$8.88K | Cut−$80.1K |
| Concurrent Investment Advisors, LLC | 19.6K | $627K | −$6.08K | Cut−$19.4K |
| Atria Investments, Inc | 12.5K | $399.9K | −$3.88K | Cut−$96.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.51K | $272.4K | −$2.64K | Cut−$320.8K |
| Golden State Equity Partners | 5.11K | $163.5K | — | New |
| Allworth Financial LP | 2.72K | $87.2K | −$845 | Cut−$845 |
| Advisory Services Network, LLC | 212 | $6.79K | — | New |
| WFA of San Diego, LLC | 79 | $2.53K | −$25 | Cut−$25 |
| WELLS FARGO & COMPANY/MN | 0 | $2 | — | Cut−$27 |
Who left
- JANE STREET GROUP, LLC$228.6K
- Kestra Advisory Services, LLC$181.4K
- BANK OF AMERICA CORP /DE/$18.7K
- UBS Group AG$291
- MORGAN STANLEY$46
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.