Stock
Reported value
$21.3M
Holders
14
+2 new · −3 exited
Holders’ est. mark
−$1.75M
Price effect on 12 books still in the name
Largest holder
$8.69M
RAYMOND JAMES FINANCIAL INC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 157K | $8.69M | −$931.2K | Cut−$2.37M |
| Coign Capital Advisors LLC | 38.9K | $2.16M | −$221.7K | Cut−$134.2K |
| Focus Partners Advisor Solutions, LLC | 38.8K | $2.15M | −$42K | Added$1.71M |
| Brady Martz Wealth Solutions, LLC | 38.8K | $2.15M | −$42K | Added$1.71M |
| AssuredPartners Investment Advisors, LLC | 36.1K | $2.04M | −$169K | Cut−$133.5K |
| Illumine Investment Management, LLC | 24.5K | $1.36M | −$141.7K | Cut−$105.7K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 13K | $717.8K | −$92.8K | Cut−$88.3K |
| JANE STREET GROUP, LLC | 11.8K | $655K | −$22.1K | Added$426.3K |
| Financial Insights, Inc. | 10.3K | $572.6K | −$34.9K | Added$211.5K |
| ENVESTNET ASSET MANAGEMENT INC | 4.98K | $275.4K | — | New |
| Next Level Private LLC | 3.86K | $213.7K | −$20.8K | Cut−$1.45K |
| RAINIER FAMILY WEALTH INC | 3.7K | $204.7K | −$21.9K | Cut−$21.9K |
| OSAIC HOLDINGS, INC. | 1.84K | $102K | −$10.9K | Cut−$10.9K |
| UBS Group AG | 510 | $28.2K | — | New |
Who left
- Citadel$498.4K
- Farther Finance Advisors, LLC$81.6K
- Kestra Advisory Services, LLC$26K
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.