Stock
Reported value
$78.3M
Holders
8
+1 new · −0 exited
Holders’ est. mark
−$93K
Price effect on 1 books still in the name
Largest holder
$64.7M
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 | 1.66M | $64.7M | — | Held |
| MORGAN STANLEY | 327.1K | $9.01M | — | Held |
| BANK OF AMERICA CORP /DE/ | 113.1K | $3.12M | — | Held |
| BARCLAYS PLC | 31.2K | $859.6K | −$93K | Cut−$319.2K |
| TUDOR INVESTMENT CORP ET AL | 24.1K | $664.4K | — | Held |
| Essential Partners LLC | 646 | $17.8K | — | New |
| Allworth Financial LP | 123 | $3.39K | — | Held |
| IFP Advisors, Inc | 4 | $110 | — | 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.