Stock
Reported value
$9.83M
Holders
12
+5 new · −6 exited
Holders’ est. mark
−$319.4K
Price effect on 7 books still in the name
Largest holder
$4.42M
Sterling Investment Advisors, Ltd.
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $459.1K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Sterling Investment Advisors, Ltd. | 131.2K | $4.42M | −$210.4K | Cut−$330.4K |
| RAYMOND JAMES FINANCIAL INC | 40.7K | $1.37M | — | New |
| STIFEL FINANCIAL CORP | 32.7K | $1.1M | −$52.5K | Cut−$85.1K |
| ROYAL BANK OF CANADA | 21.1K | $710K | −$31.4K | Added$26K |
| GOLDMAN SACHS GROUP INC | 20K | $673.7K | — | New |
| UBS Group AG | 19.2K | $646.5K | −$22.2K | Added$157.2K |
| Citadel | 13.6K | $459.1K | — | New |
| JANE STREET GROUP, LLC | 9.76K | $328.8K | — | New |
| Frazier Financial Advisors, LLC | 1.75K | $58.9K | −$2.81K | Cut−$2.81K |
| BlackRock, Inc. | 1.63K | $54.9K | — | New |
| Abound Wealth Management | 22 | $742 | −$35 | Cut−$35 |
| Harbor Asset Planning, Inc. | 15 | $505 | −$24 | Cut−$24 |
Who left
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.