Stock
Reported value
$731.4K
Holders
19
+5 new · −2 exited
Holders’ est. mark
−$118.1K
Price effect on 12 books still in the name
Largest holder
$239.6K
Carlyle Group Inc.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Carlyle Group Inc. | 56.3K | $239.6K | −$65.1K | Cut−$65.1K |
| GEODE CAPITAL MANAGEMENT, LLC | 36.9K | $157.6K | −$34.2K | Cut−$3.73K |
| VANGUARD CAPITAL MANAGEMENT LLC | 33K | $140.8K | — | Held |
| VANGUARD FIDUCIARY TRUST CO | 13.2K | $56.2K | — | Held |
| NORTHERN TRUST CORP | 10.7K | $45.5K | −$12.5K | Cut−$12.5K |
| NORTHWESTERN UNIVERSITY | 10.4K | $44.4K | — | New |
| BlackRock, Inc. | 9.35K | $39.8K | −$4.87K | Added$17.2K |
| UBS Group AG | 866 | $3.69K | −$1.01K | Cut−$4.17K |
| Tower Research Capital LLC (TRC) | 489 | $2.08K | −$120 | Added$1.52K |
| MORGAN STANLEY | 158 | $672 | −$184 | Cut−$18.6K |
| Fortitude Family Office, LLC | 120 | $511 | — | New |
| SBI Securities Co., Ltd. | 43 | $183 | −$50 | Cut−$50 |
| OSAIC HOLDINGS, INC. | 29 | $123 | −$34 | Cut−$34 |
| Prestige Wealth Management Group LLC | 20 | $86 | −$23 | Cut−$23 |
| HARBOUR INVESTMENTS, INC. | 17 | $72 | — | New |
| BNP PARIBAS FINANCIAL MARKETS | 4 | $17 | −$5 | Cut−$5 |
| JPMORGAN CHASE & CO | 2 | $9 | −$2 | Cut−$2 |
| Caitong International Asset Management Co., Ltd | 1 | $4 | — | New |
| Avion Wealth | 120 | $0 | — | New |
Who left
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.