Stock
Reported value
$3.05M
Holders
3
+0 new · −4 exited
Holders’ est. mark
$121.5K
Price effect on 3 books still in the name
Largest holder
$1.97M
Envestnet Portfolio Solutions, Inc.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 58.3K | $1.97M | $91.8K | Added$90.4K |
| GTS SECURITIES LLC | 24.6K | $831.9K | $18.5K | Added$452.7K |
| Walkner Condon Financial Advisors LLC | 7.09K | $240K | $11.2K | Added$8.58K |
Who left
- OSAIC HOLDINGS, INC.$95.3K
- Kestra Advisory Services, LLC$44.3K
- UBS Group AG$3.26K
- MORGAN STANLEY$61
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.