Stock
Reported value
$18.5M
Holders
11
+3 new · −4 exited
Holders’ est. mark
−$522.7K
Price effect on 8 books still in the name
Largest holder
$7.16M
NewEdge Wealth, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $1.7M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| NewEdge Wealth, LLC | 212.3K | $7.16M | −$316.5K | Cut−$551K |
| CHANNEL WEALTH LLC | 104.4K | $3.52M | −$97.1K | Added$1.23M |
| Archford Capital Strategies, LLC | 98.5K | $3.32M | — | New |
| Citadel | 50.5K | $1.7M | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 43.4K | $1.46M | −$64.7K | Cut−$712K |
| Resurgent Financial Advisors LLC | 12.9K | $435.1K | −$18.8K | Cut−$8.66K |
| JANE STREET GROUP, LLC | 10.1K | $341.3K | −$15.1K | Cut−$622.8K |
| GTS SECURITIES LLC | 9.98K | $336.7K | — | New |
| HighTower Advisors, LLC | 6.64K | $224.2K | −$9.61K | Cut−$2.86K |
| HARBOUR INVESTMENTS, INC. | 521 | $17.6K | −$752 | Cut−$30.6K |
| FLOW TRADERS U.S. LLC | 69.6K | $2.35K | −$93 | Added$143 |
Who left
- Willow Financial LLC$2.4M
- NewEdge Advisors, LLC$1.71M
- UBS Group AG$34.2K
- Thrivent Financial for Lutherans$15.4K
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.