Stock
Reported value
$1.94M
Holders
12
+2 new · −5 exited
Holders’ est. mark
−$216K
Price effect on 10 books still in the name
Largest holder
$806.2K
Beta Wealth Group, Inc.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Beta Wealth Group, Inc. | 38K | $806.2K | −$107.1K | Added$42.3K |
| ROYAL BANK OF CANADA | 25K | $530K | −$55.3K | Added$140K |
| Cetera Investment Advisers | 14.1K | $299.9K | −$48.9K | Cut−$55.2K |
| LPL Financial LLC | 12.3K | $262K | — | New |
| Allworth Financial LP | 900 | $19.1K | −$3.12K | Cut−$3.12K |
| WELLS FARGO & COMPANY/MN | 582 | $12.4K | $6 | Added$12.3K |
| OSAIC HOLDINGS, INC. | 300 | $6.37K | −$1.04K | Cut−$1.04K |
| UBS Group AG | 150 | $3.19K | −$519 | Cut−$2.15K |
| Cambridge Investment Research Advisors, Inc. | 14.9K | $316 | −$36 | Added$62 |
| JPMORGAN CHASE & CO | 9 | $186 | −$36 | Cut−$36 |
| MORGAN STANLEY | 2 | $43 | −$7 | Cut−$2.48K |
| BlackRock, Inc. | 1 | $14 | — | New |
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.