Stock
Reported value
$40.5M
Holders
11
+5 new · −1 exited
Holders’ est. mark
−$392.8K
Price effect on 6 books still in the name
Largest holder
$17.1M
HARBOUR INVESTMENTS, INC.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| HARBOUR INVESTMENTS, INC. | 742.2K | $17.1M | −$874 | Added$17.1M |
| Encompass More Asset Management | 721.4K | $16.6M | — | New |
| Orion Porfolio Solutions, LLC | 196.7K | $4.52M | −$316.6K | Added$999.4K |
| Cetera Investment Advisers | 32.3K | $743.5K | — | New |
| Discipline Wealth Solutions, LLC | 19K | $437.1K | — | New |
| AXXCESS WEALTH MANAGEMENT, LLC | 18.8K | $432.5K | −$42.7K | Cut−$43K |
| ENVESTNET ASSET MANAGEMENT INC | 16.9K | $387.6K | — | New |
| JANE STREET GROUP, LLC | 15K | $344.9K | −$31.4K | Cut−$4.53K |
| Q3 Asset Management | 993.2K | $22.8K | −$1.18K | Added$9.7K |
| Cambridge Investment Research Advisors, Inc. | 75K | $1.72K | −$67 | Added$980 |
| CENTAURUS FINANCIAL, INC. | 6.75K | $155 | — | New |
Who left
- Secure Asset Management, LLC$959.5K
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.