Stock
Reported value
$50.9M
Holders
15
+3 new · −3 exited
Holders’ est. mark
−$447.2K
Price effect on 11 books still in the name
Largest holder
$45.2M
FOUNDATIONS INVESTMENT ADVISORS, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $447.9K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 5.33M | $45.2M | −$403.7K | Added$4.46M |
| Anfield Capital Management, LLC | 215.7K | $1.83M | −$18.3K | Cut−$13.6K |
| J.M. Arbour, LLC | 175.3K | $1.49M | −$14.4K | Added$32.1K |
| Mosley Wealth Management | 62.3K | $535.9K | −$622 | Cut−$510 |
| Independent Advisor Alliance | 58.1K | $493K | −$4.93K | Cut−$7.5K |
| Citadel | 52.8K | $447.9K | — | New |
| AdvisorNet Financial, Inc | 42.2K | $358K | −$3.56K | Cut−$1.86K |
| TCFG Investment Advisors, LLC | 21.1K | $179.9K | — | Held |
| TCFG WEALTH MANAGEMENT, LLC | 21.1K | $179.9K | −$1.58K | Cut−$6.58K |
| Walser Wealth Management Company, A Ltd Liability Co | 10.9K | $92.7K | — | New |
| MORGAN STANLEY | 526 | $4.47K | — | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 452 | $3.84K | −$39 | Cut−$39 |
| AE Wealth Management LLC | 277 | $2.35K | −$23 | Cut−$23 |
| HARBOUR INVESTMENTS, INC. | 258 | $2.19K | −$22 | Cut−$22 |
| GeoWealth Management, LLC | 217 | $1.84K | −$16 | Added$324 |
Who left
- Atria Investments, Inc$166K
- JANE STREET GROUP, LLC$128.5K
- UBS Group AG$14.7K
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.