Stock
Reported value
$11M
Holders
6
+4 new · −1 exited
Holders’ est. mark
$52.1K
Price effect on 2 books still in the name
Largest holder
$5.37M
MATHER GROUP, LLC.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MATHER GROUP, LLC. | 142.4K | $5.37M | — | New |
| Wealthcare Advisory Partners LLC | 123.2K | $4.64M | $51.9K | Added$4.23M |
| HARBOUR INVESTMENTS, INC. | 18.1K | $684K | — | New |
| Insight Wealth Strategies, LLC | 7.24K | $273.1K | — | New |
| UBS Group AG | 197 | $7.43K | $247 | Added$5.45K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16 | $603 | — | New |
Who left
- JANE STREET GROUP, LLC$779.2K
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.