Stock
Reported value
$13.8M
Holders
24
+4 new · −6 exited
Holders’ est. mark
−$633.8K
Price effect on 19 books still in the name
Largest holder
$4.26M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 60K | $4.26M | −$214.1K | Cut−$214.1K |
| Creative Planning | 27.4K | $1.95M | −$97.9K | Cut−$97.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18.5K | $1.31M | −$28.7K | Added$711.1K |
| LPL Financial LLC | 14.7K | $1.04M | −$45.9K | Added$83.7K |
| TRUEFG, LLC | 11.9K | $845.7K | −$42.5K | Cut−$153K |
| Federation des caisses Desjardins du Quebec | 11.6K | $821.5K | −$38.6K | Cut−$33.7K |
| MATHER GROUP, LLC. | 11.2K | $794.9K | −$33K | Added$105.9K |
| JPMORGAN CHASE & CO | 8.18K | $564.8K | −$45.5K | Cut−$53.3K |
| American Trust Investment Advisors, LLC | 6.04K | $428.9K | −$21.5K | Cut−$21K |
| GOLDMAN SACHS GROUP INC | 5.85K | $415.6K | −$20.9K | Cut−$544K |
| FORTERIS WEALTH MANAGEMENT INC. | 5.78K | $410.4K | −$20.6K | Cut−$40.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5.16K | $370.1K | — | New |
| BlackRock, Inc. | 5.08K | $361K | −$18.1K | Cut−$18.1K |
| CENTRAL TRUST Co | 620 | $44K | −$2.21K | Cut−$2.21K |
| OSAIC HOLDINGS, INC. | 527 | $37.4K | — | New |
| Steward Partners Investment Advisory, LLC | 450 | $32K | −$1.61K | Cut−$1.61K |
| ROTHSCHILD INVESTMENT LLC | 400 | $28.4K | −$1.43K | Cut−$1.43K |
| HARBOUR INVESTMENTS, INC. | 207 | $14.8K | — | New |
| Abound Wealth Management | 166 | $11.8K | −$592 | Cut−$592 |
| Legacy Wealth Managment, LLC/ID | 110 | $7.81K | −$392 | Cut−$392 |
| SG Americas Securities, LLC | 80K | $5.68K | −$285 | Cut−$285 |
| VANGUARD ADVISERS INC | 10 | $710 | — | Held |
| MORGAN STANLEY | 1 | $82 | −$36 | Cut−$36 |
| WELLS FARGO & COMPANY/MN | 0 | $9 | — | New |
Who left
- Tidal Investments LLC$660.8K
- Western Wealth Management, LLC$384.2K
- BANK OF AMERICA CORP /DE/$247.8K
- COZAD ASSET MANAGEMENT INC$206.6K
- Kestra Advisory Services, LLC$134.3K
- UBS Group AG$1.04K
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.