Stock
Reported value
$54M
Holders
25
+1 new · −2 exited
Holders’ est. mark
−$391.2K
Price effect on 23 books still in the name
Largest holder
$17.3M
Prime Capital Investment Advisors, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 357.6K | $17.3M | −$163.8K | Added$97.2K |
| LPL Financial LLC | 148.7K | $7.21M | −$64.9K | Added$373.9K |
| OSAIC HOLDINGS, INC. | 95.1K | $4.61M | −$12.3K | Added$3.33M |
| JANE STREET GROUP, LLC | 94.7K | $4.59M | −$2.56K | Added$4.32M |
| JPMORGAN CHASE & CO | 86.8K | $4.2M | −$10.5K | Added$3.34M |
| INVENIO WEALTH PARTNERS LLC | 75K | $3.64M | −$34.4K | Added$10.7K |
| Private Advisor Group, LLC | 44.3K | $2.15M | −$19.4K | Added$107.7K |
| Smartleaf Asset Management LLC | 41.3K | $2M | −$25.4K | Added$25.7K |
| WT Wealth Management | 39.3K | $1.9M | −$18.3K | Cut−$128.1K |
| JT Stratford LLC | 38.6K | $1.87M | −$15.8K | Added$210.5K |
| Kestra Advisory Services, LLC | 24.8K | $1.2M | −$1.45K | Added$1.05M |
| NewSquare Capital LLC | 14.5K | $703.7K | −$6.35K | Added$34.6K |
| WealthPoint Financial, LLC | 13.3K | $652.2K | $0 | Held |
| Concurrent Investment Advisors, LLC | 10.3K | $500.4K | −$4.48K | Added$30.9K |
| Team Financial Group, LLC | 6.78K | $329.1K | −$2.31K | Added$85.2K |
| RFG Advisory, LLC | 6.27K | $304.2K | −$2.91K | Cut−$2.37K |
| Beacon Financial Advisory LLC | 5.32K | $258.3K | −$2.48K | Cut−$24K |
| Bank of New York Mellon Corp | 4.79K | $232.6K | −$2.15K | Added$5.03K |
| HARBOUR INVESTMENTS, INC. | 2.98K | $144.8K | −$1.14K | Added$31.7K |
| CoreCap Advisors, LLC | 760 | $36.9K | −$354 | Cut−$354 |
| TopTier Wealth Management, LLC | 523 | $25.4K | — | New |
| NBC SECURITIES, INC. | 512 | $24.8K | −$238 | Cut−$7K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 86 | $4.17K | −$40 | Cut−$40 |
| Smallwood Wealth Investment Management, LLC | 0 | $26 | — | Held |
| Covestor Ltd | 269 | $13 | −$0 | Held |
Who left
- EJMK Ventures LLC$531.4K
- FLOW TRADERS U.S. LLC$229
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.