Stock
Reported value
$10.9M
Holders
6
+2 new · −0 exited
Holders’ est. mark
$2.34K
Price effect on 4 books still in the name
Largest holder
$7.04M
Heartwood Wealth Advisors LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Heartwood Wealth Advisors LLC | 286K | $7.04M | $1.56K | Added$1.21M |
| Lido Advisors, LLC | 68.9K | $1.7M | $301 | Added$573.2K |
| OSAIC HOLDINGS, INC. | 48.6K | $1.2M | $321 | Cut−$435.8K |
| JANE STREET GROUP, LLC | 23.5K | $578K | $155 | Cut−$208.8K |
| LPL Financial LLC | 8.15K | $200.8K | — | New |
| FIFTH THIRD BANCORP | 7.03K | $173.1K | — | New |
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.