Stock
Reported value
$38.3M
Holders
14
+2 new · −1 exited
Holders’ est. mark
−$184.4K
Price effect on 12 books still in the name
Largest holder
$7.55M
&PARTNERS
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| &PARTNERS | 297.5K | $7.55M | −$23.9K | Added$1.02M |
| ENVESTNET ASSET MANAGEMENT INC | 291.5K | $7.37M | −$39.5K | Added$1.03M |
| Willow Financial LLC | 239.1K | $6.05M | −$37.9K | Cut−$167.1K |
| Park Edge Advisors, LLC | 227.5K | $5.76M | −$27.4K | Added$1.36M |
| Sanchez Wealth Management Group | 173.7K | $4.39M | −$26.7K | Added$90.4K |
| Lionsbridge Wealth Management LLC | 85.4K | $2.16M | −$13.5K | Cut−$148.7K |
| Steward Partners Investment Advisory, LLC | 72.9K | $1.84M | −$3.25K | Added$1.32M |
| ROYAL BANK OF CANADA | 45.1K | $1.14M | −$7K | Cut−$7K |
| LPL Financial LLC | 31.5K | $796.2K | — | New |
| Hilltop National Bank | 23.1K | $584.4K | −$3.66K | Cut−$3.66K |
| RAYMOND JAMES FINANCIAL INC | 13.5K | $342.3K | −$1.27K | Added$138.7K |
| Western Wealth Management, LLC | 10.3K | $259.7K | — | New |
| Thrivent Financial for Lutherans | 2.12M | $53.7K | −$365 | Added$4.35K |
| Sound Income Strategies, LLC | 130 | $3.28K | −$41 | Cut−$16 |
Who left
- JANE STREET GROUP, LLC$251.3K
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.