Stock
Reported value
$24.6M
Holders
16
+4 new · −3 exited
Holders’ est. mark
$1.33M
Price effect on 11 books still in the name
Largest holder
$16.9M
Compound Planning, Inc.
Notable conviction
Share of each notable manager’s 13F book.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Compound Planning, Inc. | 530.4K | $16.9M | $1.08M | Added$986.5K |
| Capital Advisor Network LLC | 51.5K | $1.64M | — | Held |
| GOLDMAN SACHS GROUP INC | 41K | $1.31M | — | New |
| J HAGAN CAPITAL, INC. | 26.1K | $832.8K | $53.2K | Added$46K |
| Prostatis Group LLC | 25K | $796.6K | $50.9K | Added$32.8K |
| Trilogy Capital Inc. | 23.4K | $745.9K | $47.6K | Cut−$182K |
| Farther Finance Advisors, LLC | 16.7K | $533.1K | — | New |
| GTS SECURITIES LLC | 12.7K | $404K | $25.8K | Cut−$1.67M |
| Baird Financial Group, Inc. | 11.5K | $367.3K | $23.5K | Cut−$64.3K |
| Harvest Investment Services, LLC | 11.1K | $352.9K | $22.5K | Added$22.5K |
| Citadel | 9.36K | $298.6K | — | New |
| Quadrant Private Wealth Management, LLC | 6.73K | $214.9K | $13.7K | Added$13.7K |
| JPMORGAN CHASE & CO | 4.76K | $150.5K | $8.19K | Added$7.83K |
| Fidelity | 1.09K | $34.9K | — | New |
| Golden State Wealth Management, LLC | 204 | $6.51K | $416 | Added$416 |
| Sound Income Strategies, LLC | 160 | $5.1K | $109 | Added$109 |
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.