Stock
Reported value
$36.4M
Holders
13
+2 new · −3 exited
Holders’ est. mark
−$2.34M
Price effect on 11 books still in the name
Largest holder
$17.7M
SK Wealth Management, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| SK Wealth Management, LLC | 577.5K | $17.7M | −$1.43M | Cut−$2.26M |
| Hedeker Wealth, LLC | 451.7K | $13.8M | −$785.5K | Added$238.4K |
| OPTIMA CAPITAL LLC | 36.7K | $1.12M | −$55.9K | Added$157K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30.8K | $939.3K | −$23.3K | Added$537.5K |
| Cerity Partners LLC | 23.7K | $724.1K | — | New |
| WealthPoint Financial, LLC | 15K | $484.7K | $0 | Held |
| OLD MISSION CAPITAL LLC | 15.5K | $472K | −$29K | Cut−$56.1K |
| SHEETS SMITH WEALTH MANAGEMENT | 11.5K | $351K | −$21.6K | Cut−$47.4K |
| THOMPSON DAVIS & CO., INC. | 9.89K | $301.9K | −$14.8K | Added$46.7K |
| ENVESTNET ASSET MANAGEMENT INC | 8.34K | $254.7K | −$14.4K | Added$5.73K |
| Avior Wealth Management, LLC | 7.5K | $229K | — | New |
| CWM, LLC | 1.42K | $43.3K | $43.2K | Added$43.2K |
| Allworth Financial LP | 400 | $12.2K | −$563 | Added$2.49K |
Who left
- Clarity Retirement & Wealth, LLC$1.26M
- Sound Income Strategies, LLC$27.3K
- UBS Group AG$4.21K
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.