Stock
Reported value
$27.6M
Holders
16
+5 new · −0 exited
Holders’ est. mark
−$136.1K
Price effect on 11 books still in the name
Largest holder
$9.79M
Heartwood Wealth Advisors LLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $1.21M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Heartwood Wealth Advisors LLC | 393.5K | $9.79M | −$58.1K | Added$1.13M |
| Lido Advisors, LLC | 246.9K | $6.14M | −$38.2K | Added$454.1K |
| Equitable Holdings, Inc. | 132.6K | $3.32M | −$0 | Added$506.4K |
| L2 Asset Management, LLC | 67.8K | $1.69M | −$10.7K | Added$92.9K |
| LPL Financial LLC | 60K | $1.49M | −$7.69K | Added$346.6K |
| Citadel | 48.5K | $1.21M | — | New |
| JANE STREET GROUP, LLC | 35.3K | $878.6K | −$5.94K | Cut−$90.6K |
| Global Financial Private Client, LLC | 28.6K | $710.9K | −$4.8K | Cut−$16.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25.6K | $635.8K | −$1.81K | Added$365.5K |
| Farther Finance Advisors, LLC | 20K | $494.7K | −$5.21K | Cut−$289.5K |
| Private Advisor Group, LLC | 16.9K | $419.2K | −$2.29K | Added$77.2K |
| MONECO ADVISORS, LLC | 12.4K | $308.6K | — | New |
| Sanctuary Advisors, LLC | 10.1K | $251.4K | — | New |
| Integrity Wealth Solutions LLC | 8.24K | $205K | −$1.37K | Added$144 |
| AE Wealth Management LLC | 901 | $22.4K | — | New |
| CWM, LLC | 550 | $13.7K | — | 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.