Stock
Reported value
$136.6M
Holders
38
+2 new · −4 exited
Holders’ est. mark
−$3.51M
Price effect on 35 books still in the name
Largest holder
$37.1M
CreativeOne Wealth, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| CreativeOne Wealth, LLC | 1.42M | $37.1M | −$27.8K | Added$36.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 955.5K | $25.3M | −$1.15M | Cut−$14.9M |
| Strategic Equity Management | 524.4K | $13.7M | −$393.3K | Cut−$551.6K |
| O'Connor Financial Group LLC | 496.1K | $13M | −$704.5K | Cut−$759.7K |
| MONEYWISE, INC. | 277.5K | $7.27M | −$201.9K | Added$14.9K |
| Legacy Wealth Asset Management, LLC | 250.3K | $6.55M | −$175.3K | Added$255.7K |
| PAX Financial Group, LLC | 160.8K | $4.21M | −$117.7K | Cut−$14.8K |
| LPL Financial LLC | 140.8K | $3.69M | −$89.1K | Added$487.2K |
| Geneos Wealth Management Inc. | 118.2K | $3.09M | −$88.6K | Cut−$216.6K |
| Kestra Advisory Services, LLC | 108.2K | $2.83M | −$76.1K | Added$100.1K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 88.6K | $2.32M | −$51.4K | Added$473.6K |
| EverSource Wealth Advisors, LLC | 85.4K | $2.24M | −$36.2K | Added$935.8K |
| JONES FINANCIAL COMPANIES LLLP | 82.7K | $2.13M | −$40.2K | Added$1.24M |
| OneAscent Financial Services LLC | 70.9K | $1.86M | −$48K | Added$132.6K |
| SageOak Financial, LLC | 61.1K | $1.6M | −$45.5K | Cut−$34.2K |
| First Heartland Consultants, Inc. | 56.2K | $1.47M | −$40.6K | Added$15.2K |
| IFP Advisors, Inc | 47.4K | $1.24M | −$34.6K | Added$40 |
| Merit Financial Group, LLC | 47.4K | $1.24M | −$33.1K | Added$53.4K |
| Strategic Blueprint, LLC | 46.3K | $1.21M | −$33.6K | Added$5.6K |
| 49 WEALTH MANAGEMENT, LLC | 33.2K | $869.8K | −$24.9K | Cut−$1.44M |
| Values First Advisors, Inc. | 30.4K | $795.1K | −$22.8K | Cut−$136.6K |
| Harvest Investment Services, LLC | 18.7K | $488.3K | −$13.6K | Cut−$1.74K |
| Meriwether Wealth & Planning, LLC | 14.7K | $386K | −$8.81K | Added$69.5K |
| TrueWealth Advisors, LLC | 14.7K | $385.3K | −$11K | Cut−$78.4K |
| Atria Investments, Inc | 12.5K | $328.5K | −$9.12K | Added$958 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 11.6K | $303.9K | −$6.03K | Added$87.4K |
| BAM Wealth Management, LLC | 10.5K | $274.1K | — | New |
| Security Financial Services, INC. | 9.02K | $236K | −$6.28K | Added$10.4K |
| Sanctuary Advisors, LLC | 7.99K | $209.1K | −$5.99K | Cut−$185.4K |
| OSAIC HOLDINGS, INC. | 3.75K | $98.4K | −$2.13K | Added$22.1K |
| ROYAL BANK OF CANADA | 3.44K | $90K | −$2.76K | Cut−$273K |
| LGT Financial Advisors LLC | 3.25K | $85K | −$2.2K | Added$5.86K |
| VANGUARD ADVISERS INC | 270 | $7.07K | — | Held |
| AdvisorNet Financial, Inc | 224 | $5.86K | −$168 | Cut−$168 |
| Cambridge Investment Research Advisors, Inc. | 112.9K | $2.96K | −$73 | Added$316 |
| SILVER OAK SECURITIES, INCORPORATED | 85 | $2.23K | — | New |
| Betterment LLC | 18K | $470 | −$13 | Added$19 |
| GeoWealth Management, LLC | 6 | $157 | −$5 | Cut−$5 |
Who left
- GTS SECURITIES LLC$648.3K
- GOLDMAN SACHS GROUP INC$344.3K
- COMMONWEALTH EQUITY SERVICES, LLC$301.8K
- CENTAURUS FINANCIAL, INC.$235
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.