Stock
Reported value
$93.8M
Holders
26
+9 new · −2 exited
Holders’ est. mark
−$12.8M
Price effect on 17 books still in the name
Largest holder
$70.4M
Berger Financial Group, Inc
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Berger Financial Group, Inc | 723.2K | $70.4M | −$10M | Cut−$9.94M |
| JONES FINANCIAL COMPANIES LLLP | 56.1K | $5.3M | −$815.8K | Cut−$71K |
| Prosperity Financial Group, Inc. | 51.3K | $4.99M | −$709.6K | Cut−$1.02M |
| Advisory Resource Group | 41.8K | $4.07M | −$579.1K | Cut−$1.43M |
| Fermata Advisors, LLC | 26K | $2.54M | −$360.5K | Cut−$527.3K |
| STIFEL FINANCIAL CORP | 20K | $1.94M | −$117.1K | Added$1M |
| 1015 Capital Partners, LLC | 7.81K | $760.8K | −$82.5K | Added$97.8K |
| HighTower Advisors, LLC | 4.79K | $466.9K | −$62.2K | Cut−$33K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.3K | $419.2K | — | New |
| PFG Advisors | 4.29K | $418.2K | — | New |
| LPL Financial LLC | 3.62K | $352.9K | −$50.2K | Cut−$180.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.38K | $329.4K | −$46.8K | Cut−$50.8K |
| Navis Wealth Advisors, LLC | 3.18K | $309.6K | −$33.7K | Added$38.9K |
| Mariner, LLC | 3.12K | $304.2K | — | New |
| Kestra Advisory Services, LLC | 2.9K | $282.5K | −$3.49K | Added$254.5K |
| JANE STREET GROUP, LLC | 2.34K | $228.1K | — | New |
| Clear Creek Financial Management, LLC | 2.28K | $222.2K | — | New |
| Envestnet Portfolio Solutions, Inc. | 2.26K | $220.4K | −$31.3K | Cut−$81.8K |
| CWM, LLC | 738 | $71.9K | $71.8K | Added$71.5K |
| Prosperity Bancshares Inc | 637 | $62K | −$3.59K | Added$33.2K |
| OSAIC HOLDINGS, INC. | 233 | $22.7K | — | New |
| UBS Group AG | 197 | $19.2K | — | New |
| MORGAN STANLEY | 131 | $12.8K | −$1.81K | Cut−$1.81K |
| ASSETMARK, INC | 116 | $11.3K | — | New |
| Allworth Financial LP | 55 | $5.36K | — | New |
| HARBOUR INVESTMENTS, INC. | 16 | $1.56K | −$222 | Cut−$222 |
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.