Stock
Reported value
$64.7M
Holders
5
+0 new · −0 exited
Holders’ est. mark
$11K
Price effect on 1 books still in the name
Largest holder
$64.4M
SUMMIT WEALTH GROUP LLC / CO
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| SUMMIT WEALTH GROUP LLC / CO | 1.42M | $64.4M | — | Held |
| BANK OF AMERICA CORP /DE/ | 12.6K | $161.4K | — | Held |
| BARCLAYS PLC | 2.37K | $30.5K | $11K | Added$2.56K |
| MORGAN STANLEY | 2.15K | $27.6K | — | Held |
| Allworth Financial LP | 1 | $13 | — | Held |
Positions as of Q3 2025. 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.