Stock
Reported value
$24.9M
Holders
15
+5 new · −0 exited
Holders’ est. mark
−$152.9K
Price effect on 10 books still in the name
Largest holder
$9.78M
Heartwood Wealth Advisors LLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $1.23M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Heartwood Wealth Advisors LLC | 394.1K | $9.78M | −$71.5K | Added$1.06M |
| Lido Advisors, LLC | 203.1K | $5.04M | −$36K | Added$648.9K |
| Equitable Holdings, Inc. | 149.3K | $3.7M | −$8.77K | Added$2.63M |
| L2 Asset Management, LLC | 67.8K | $1.68M | −$13.1K | Added$90.2K |
| Citadel | 49.4K | $1.23M | −$2.5K | Added$920.7K |
| LPL Financial LLC | 36.6K | $908.9K | −$5.1K | Added$287.3K |
| Global Financial Private Client, LLC | 32.6K | $809.1K | −$6.69K | Cut−$20.3K |
| JANE STREET GROUP, LLC | 21K | $521.4K | — | New |
| Farther Finance Advisors, LLC | 19.6K | $483.5K | −$5.97K | Cut−$304.3K |
| Private Advisor Group, LLC | 10.3K | $254.7K | −$1.69K | Added$49.3K |
| FSM Wealth Advisors, LLC | 9.53K | $236.3K | — | New |
| Integrity Wealth Solutions LLC | 8.26K | $204.8K | −$1.69K | Cut−$198 |
| JPMORGAN CHASE & CO | 1.16K | $28.7K | — | New |
| AE Wealth Management LLC | 901 | $22.3K | — | New |
| FLOW TRADERS U.S. LLC | 12K | $299 | — | 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.