Stock
Reported value
$11.4M
Holders
25
+1 new · −2 exited
Holders’ est. mark
$358.5K
Price effect on 23 books still in the name
Largest holder
$3.21M
LPL Financial LLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $629K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| LPL Financial LLC | 95.3K | $3.21M | $108.9K | Added$1.49K |
| Cetera Investment Advisers | 75.1K | $2.53M | $74.8K | Added$400.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36K | $1.21M | $40.8K | Added$53.1K |
| Stratos Wealth Partners, LTD. | 23.7K | $800K | $27.2K | Cut−$2.52K |
| Citadel | 18.7K | $629K | $21.4K | Cut−$47.8K |
| JANE STREET GROUP, LLC | 14.2K | $476.9K | $14.9K | Added$52K |
| Breakwater Capital Group | 13.3K | $448.8K | $15.2K | Cut−$35.4K |
| Creative Planning | 10.7K | $361.6K | $12.3K | Cut−$53.2K |
| Insight Wealth Strategies, LLC | 9.24K | $311.4K | $9.2K | Added$49.9K |
| Retirement Planning Group, LLC | 8.88K | $299.1K | — | New |
| Nova Wealth Management, Inc. | 6.88K | $231.9K | $7.87K | Cut−$80.4K |
| Arkadios Wealth Advisors | 6.81K | $229.5K | $7.78K | Added$8.45K |
| SK Wealth Management, LLC | 6.53K | $223.3K | $3.1K | Added$2.53K |
| TopTier Wealth Management, LLC | 5.01K | $168.9K | $5.74K | Cut−$157.8K |
| EPG Wealth Management LLC | 3.33K | $112.3K | $3.82K | Added$4.15K |
| CoreCap Advisors, LLC | 2.86K | $96.4K | $3.29K | Added$3.39K |
| MORGAN STANLEY | 760 | $25.6K | $869 | Added$869 |
| Breakwater Investment Management | 674 | $22.7K | $751 | Added$1.32K |
| Sankala Group LLC | 331 | $11.4K | −$235 | Added$5.36K |
| HARBOUR INVESTMENTS, INC. | 331 | $11.2K | $378 | Added$378 |
| UBS Group AG | 215 | $7.24K | $246 | Cut−$15.4K |
| NBC SECURITIES, INC. | 90 | $3.03K | $103 | Cut−$125 |
| FLOW TRADERS U.S. LLC | 78.6K | $2.65K | $73 | Added$571 |
| Smartleaf Asset Management LLC | 1 | $50 | $0 | Held |
| VANGUARD ADVISERS INC | 1 | $34 | — | Held |
Who left
- OSAIC HOLDINGS, INC.$274.9K
- MERCER GLOBAL ADVISORS INC /ADV$207.3K
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.