Stock
Reported value
$72M
Holders
12
+1 new · −1 exited
Holders’ est. mark
$2.82M
Price effect on 11 books still in the name
Largest holder
$28.4M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.82M | $28.4M | $909.1K | Cut−$20M |
| Focus Partners Wealth | 787.7K | $12.2M | $533.1K | Added$1.2M |
| Cetera Investment Advisers | 598.7K | $9.25M | $387.1K | Added$1.28M |
| WADDELL & ASSOCIATES, LLC | 399.5K | $6.17M | $285.9K | Added$215.7K |
| Mariner, LLC | 295K | $4.56M | $210.7K | Added$219.7K |
| Brightwater Advisory LLC | 245.6K | $3.79M | $166.1K | Added$374K |
| LPL Financial LLC | 144.5K | $2.23M | $101.7K | Added$138.8K |
| TRUIST FINANCIAL CORP | 120K | $1.85M | $85.9K | Cut−$5.69M |
| ENVESTNET ASSET MANAGEMENT INC | 107K | $1.65M | $76.6K | Cut−$5.97M |
| COMMONWEALTH EQUITY SERVICES, LLC | 68.6K | $1.06M | $49.1K | Cut−$7.2K |
| CARY STREET PARTNERS FINANCIAL LLC | 41.7K | $644.2K | $18.1K | Added$271.6K |
| JANE STREET GROUP, LLC | 13.9K | $214.4K | — | New |
Who left
- UBS Group AG$722
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.