Stock
Reported value
$46.9M
Holders
19
+2 new · −3 exited
Holders’ est. mark
−$2.15M
Price effect on 15 books still in the name
Largest holder
$39.2M
FOUNDATIONS INVESTMENT ADVISORS, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 4.04M | $39.2M | −$1.82M | Added$1.16M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 251.1K | $2.43M | −$122.1K | Cut−$217.3K |
| J.M. Arbour, LLC | 166.4K | $1.61M | −$73.6K | Added$71.9K |
| Anfield Capital Management, LLC | 145.3K | $1.41M | −$63.4K | Added$81.7K |
| Independent Advisor Alliance | 83.1K | $805.9K | −$33.8K | Added$97.4K |
| TCFG WEALTH MANAGEMENT, LLC | 40.1K | $390.6K | −$22.2K | Cut−$22.2K |
| TCFG Investment Advisors, LLC | 40.1K | $390.6K | — | Held |
| JANE STREET GROUP, LLC | 29K | $281.4K | — | New |
| AdvisorNet Financial, Inc | 16.7K | $161.8K | −$8.12K | Cut−$8.12K |
| Mosley Wealth Management | 10.2K | $113.1K | −$1.42K | Cut−$1.4K |
| AE Wealth Management LLC | 10.1K | $97.7K | −$4.9K | Cut−$42.1K |
| OSAIC HOLDINGS, INC. | 1.16K | $11.2K | −$563 | Cut−$563 |
| GeoWealth Management, LLC | 862 | $8.36K | −$260 | Added$2.89K |
| HARBOUR INVESTMENTS, INC. | 671 | $6.51K | −$317 | Cut−$327 |
| UBS Group AG | 470 | $4.56K | −$76 | Added$2.96K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 317 | $3.07K | −$154 | Cut−$154 |
| MORGAN STANLEY | 92 | $892 | — | New |
| Innovative Asset Advisors Group, LLC | 51 | $494 | — | Held |
| Beacon Capital Management, Inc. | 1 | $8 | −$7 | Cut−$7 |
Who left
- GTS SECURITIES LLC$402.2K
- Atria Investments, Inc$187.9K
- Triad Wealth Partners, LLC$106.2K
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.