Stock
Reported value
$48.8M
Holders
17
+7 new · −1 exited
Holders’ est. mark
$1.93M
Price effect on 10 books still in the name
Largest holder
$40.2M
Sowell Financial Services LLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $1.29M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Sowell Financial Services LLC | 1.08M | $40.2M | $1.71M | Added$2.4M |
| GeoWealth Management, LLC | 79.8K | $2.97M | $125.3K | Added$195.8K |
| Citadel | 34.6K | $1.29M | $13.8K | Added$981.9K |
| LPL Financial LLC | 34.5K | $1.28M | — | New |
| RATIONAL ADVISORS, INC. | 23.5K | $875K | — | New |
| Equitable Holdings, Inc. | 23.8K | $847K | — | New |
| Cetera Investment Advisers | 10.8K | $401.3K | $13.7K | Added$99.2K |
| Independent Advisor Alliance | 6.89K | $256.4K | — | New |
| NORDEN GROUP LLC | 6.23K | $231.7K | $10K | Added$10K |
| JONES FINANCIAL COMPANIES LLLP | 5.14K | $188.4K | — | New |
| OSAIC HOLDINGS, INC. | 4.34K | $161.4K | $6.99K | Added$6.99K |
| CWM, LLC | 1.27K | $47.4K | $47.3K | Added$47.3K |
| ASSETMARK, INC | 474 | $17.6K | $340 | Added$10.2K |
| UBS Group AG | 401 | $14.9K | — | New |
| NBC SECURITIES, INC. | 397 | $14.8K | $639 | Added$639 |
| MORGAN STANLEY | 278 | $10.3K | $448 | Added$448 |
| FLOW TRADERS U.S. LLC | 33K | $1.23K | — | New |
Who left
- Systelligence, LLC$2.58M
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.