Stock
Reported value
$13.4M
Holders
28
+3 new · −7 exited
Holders’ est. mark
−$845.2K
Price effect on 24 books still in the name
Largest holder
$5.29M
SageGuard Financial Group, LLC
Notable conviction
Share of each notable manager’s 13F book.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| SageGuard Financial Group, LLC | 194.3K | $5.29M | −$378.8K | Cut−$3.61M |
| RAYMOND JAMES FINANCIAL INC | 62.4K | $1.7M | −$118.6K | Cut−$76.9K |
| Mission Creek Capital Partners, Inc. | 53.5K | $1.46M | −$80.5K | Added$250.7K |
| GTS SECURITIES LLC | 42.6K | $1.16M | −$69.4K | Added$120.9K |
| OSAIC HOLDINGS, INC. | 30.4K | $827.3K | −$59.2K | Cut−$131.7K |
| STEEL GROVE CAPITAL ADVISORS, LLC | 19.2K | $524K | −$37.5K | Cut−$37.5K |
| Citadel | 16.8K | $456.7K | −$14.7K | Added$237.1K |
| GOLDMAN SACHS GROUP INC | 15.7K | $426.8K | — | New |
| LPL Financial LLC | 10.8K | $292.9K | −$18.1K | Added$22.6K |
| Snowden Capital Advisors LLC | 8.71K | $237.3K | −$17K | Cut−$17K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.65K | $235.7K | — | New |
| Cetera Investment Advisers | 8.35K | $227.4K | −$16.3K | Cut−$1.66M |
| GatePass Capital, LLC | 8.35K | $227.4K | −$16.3K | Cut−$16.3K |
| UBS Group AG | 2.96K | $80.7K | −$3.29K | Added$31.4K |
| HARBOUR INVESTMENTS, INC. | 2.59K | $70.5K | −$4.87K | Cut−$2.71K |
| Hilltop National Bank | 2.3K | $62.7K | −$4.49K | Cut−$4.49K |
| Fidelity | 1.32K | $35.9K | −$2.22K | Added$2.63K |
| Sound Income Strategies, LLC | 772 | $21.1K | −$1.46K | Cut−$1.46K |
| CWM, LLC | 544 | $14.8K | — | New |
| ASSETMARK, INC | 504 | $13.7K | −$983 | Cut−$1.71K |
| MORGAN STANLEY | 251 | $6.85K | −$472 | Cut−$445 |
| JNBA Financial Advisors | 235 | $6.4K | −$459 | Cut−$1.54K |
| Golden State Wealth Management, LLC | 112 | $3.05K | −$218 | Cut−$218 |
| VANGUARD ADVISERS INC | 104 | $2.83K | — | Held |
| Archer Investment Corp | 100 | $2.73K | −$195 | Cut−$195 |
| HUNTINGTON NATIONAL BANK | 67 | $1.82K | −$131 | Cut−$131 |
| Cambridge Investment Research Advisors, Inc. | 9.96K | $271 | −$20 | Cut−$78 |
| WELLS FARGO & COMPANY/MN | 1 | $21 | −$8 | Cut−$6.69K |
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.