Stock
Reported value
$28.9M
Holders
18
+3 new · −4 exited
Holders’ est. mark
$919.5K
Price effect on 15 books still in the name
Largest holder
$7.92M
MATHER GROUP, LLC.
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $214.1K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MATHER GROUP, LLC. | 199.3K | $7.92M | — | New |
| OneDigital Investment Advisors LLC | 183.8K | $7.31M | $364.2K | Added$503.6K |
| Wealthcare Advisory Partners LLC | 113.7K | $4.52M | $229.6K | Added$190.5K |
| Professional Financial Advisors, LLC | 51.3K | $2.04M | $103.7K | Cut−$645.5K |
| GOLDMAN SACHS GROUP INC | 47.4K | $1.89M | — | New |
| LPL Financial LLC | 39.1K | $1.56M | $69.7K | Added$253.7K |
| OLD MISSION CAPITAL LLC | 36.8K | $1.46M | $57.8K | Added$383.8K |
| DRIVE WEALTH MANAGEMENT, LLC | 23.3K | $926.4K | $41.3K | Added$154.6K |
| JANE STREET GROUP, LLC | 10.8K | $427.4K | $11.8K | Added$206.3K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6.56K | $260.7K | $13.3K | Added$9.11K |
| COMMONWEALTH EQUITY SERVICES, LLC | 6.28K | $249.7K | $12.7K | Cut−$24.4K |
| Icahn Capital | 5.39K | $214.1K | $10.9K | Cut−$91.2K |
| CARDIFF PARK ADVISORS, LLC | 1.86K | $74K | $3.76K | Added$3.76K |
| OSAIC HOLDINGS, INC. | 283 | $11.2K | $573 | Added$573 |
| Steward Partners Investment Advisory, LLC | 225 | $8.94K | — | New |
| Aptus Capital Advisors, LLC | 34 | $1.35K | $69 | Added$69 |
| Strategic Wealth Partners, Ltd. | 2 | $97 | $21 | Cut−$1.66K |
| MORGAN STANLEY | 1 | $61 | −$2 | Cut−$2 |
Who left
- Citadel$214.1K
- Fermata Advisors, LLC$208.7K
- Kestra Advisory Services, LLC$116.7K
- Fidelity$38
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.