Stock
Reported value
$1.48M
Holders
20
+1 new · −4 exited
Holders’ est. mark
−$271.2K
Price effect on 17 books still in the name
Largest holder
$225.7K
DDFG, Inc
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| DDFG, Inc | 70.5K | $225.7K | −$38.7K | Added$19.7K |
| MILLENNIUM MANAGEMENT LLC | 69.8K | $223.2K | −$51.6K | Cut−$153.5K |
| Wellington Shields & Co., LLC | 65.7K | $210.3K | −$48.6K | Cut−$48.6K |
| VANGUARD CAPITAL MANAGEMENT LLC | 49.5K | $158.2K | — | Held |
| Tamar Securities, LLC | 30K | $96K | −$11.1K | Added$36.9K |
| BROWN BROTHERS HARRIMAN & CO | 23.7K | $75.8K | −$17.5K | Cut−$17.5K |
| XTX Topco Ltd | 19.7K | $63.1K | −$14.6K | Cut−$36.1K |
| HighTower Advisors, LLC | 19.7K | $63K | −$14.6K | Cut−$14.6K |
| RVW Wealth, LLC | 18K | $57.6K | −$13.3K | Cut−$13.3K |
| GEODE CAPITAL MANAGEMENT, LLC | 17.1K | $54.9K | −$12.7K | Cut−$12.7K |
| Composition Wealth, LLC | 16K | $51.2K | −$11.8K | Cut−$11.8K |
| BANK OF AMERICA CORP /DE/ | 14.1K | $45.2K | −$10.5K | Cut−$10.5K |
| LPL Financial LLC | 13.3K | $42.6K | −$9.62K | Cut−$8.66K |
| VANGUARD FIDUCIARY TRUST CO | 12.5K | $39.9K | — | Held |
| Hodges Capital Management Inc. | 10K | $32K | −$7.4K | Cut−$7.4K |
| MORGAN STANLEY | 10K | $32K | −$7.4K | Cut−$7.4K |
| Blue Trust, Inc. | 1.12K | $3.59K | −$831 | Cut−$831 |
| WELLS FARGO & COMPANY/MN | 1K | $3.2K | −$740 | Cut−$740 |
| UBS Group AG | 400 | $1.28K | — | New |
| Pflug Koory, LLC | 170 | $544 | −$126 | Cut−$126 |
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.