Stock
Reported value
$2.11M
Holders
14
+3 new · −5 exited
Holders’ est. mark
−$130.1K
Price effect on 9 books still in the name
Largest holder
$638.6K
IEQ CAPITAL, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| IEQ CAPITAL, LLC | 34.9K | $638.6K | — | New |
| VANGUARD CAPITAL MANAGEMENT LLC | 27.4K | $472.1K | — | Held |
| Tidal Investments LLC | 14.3K | $246.8K | −$58.5K | Cut−$95.6K |
| GEODE CAPITAL MANAGEMENT, LLC | 13.7K | $236.5K | −$56.1K | Cut−$56.6K |
| Concurrent Investment Advisors, LLC | 11.3K | $207.2K | — | New |
| VANGUARD FIDUCIARY TRUST CO | 7.54K | $130.1K | — | Held |
| MORGAN STANLEY | 4.76K | $87.1K | — | New |
| UBS Group AG | 4.32K | $79K | −$13.1K | Cut−$17.6K |
| NATIONAL BANK OF CANADA /FI/ | 500 | $8.55K | −$2.1K | Cut−$2.1K |
| Tower Research Capital LLC (TRC) | 205 | $3.75K | −$3 | Added$3.73K |
| BlackRock, Inc. | 72 | $1.32K | −$218 | Cut−$218 |
| SBI Securities Co., Ltd. | 4 | $73 | −$3 | Added$52 |
| SIGNATUREFD, LLC | 3 | $55 | −$9 | Cut−$9 |
| Blue Trust, Inc. | 2 | $37 | −$6 | Cut−$6 |
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.