Stock
Reported value
$78.9M
Holders
27
+9 new · −5 exited
Holders’ est. mark
−$4.15M
Price effect on 18 books still in the name
Largest holder
$50.4M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Notable conviction
Share of each notable manager’s 13F book.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.16M | $50.4M | −$3.66M | Cut−$954.2K |
| LPL Financial LLC | 303.2K | $7.07M | −$405.6K | Added$1.38M |
| VestGen Advisors, LLC | 178.3K | $5.16M | $682.4K | Added$683K |
| MADDEN SECURITIES Corp | 129.8K | $3.03M | −$224.3K | Cut−$118.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 113.7K | $2.65M | −$203.5K | Cut−$633.1K |
| Western Pacific Wealth Management, LP | 92.1K | $2.15M | −$140.2K | Added$182.2K |
| Citadel | 70.4K | $1.64M | — | New |
| Lido Advisors, LLC | 60.2K | $1.41M | — | New |
| Joseph P. Lucia & Associates, LLC | 40.3K | $940K | −$68.6K | Cut−$22.4K |
| Zuckerman Investment Group, LLC | 30.7K | $715.8K | −$54.9K | Cut−$54.9K |
| Orion Porfolio Solutions, LLC | 29.7K | $692K | −$53.1K | Cut−$698K |
| OSAIC HOLDINGS, INC. | 29.6K | $690K | −$52.9K | Cut−$688.2K |
| Essex Financial Services, Inc. | 21K | $490.8K | −$37.7K | Cut−$79.1K |
| Rollins Financial Advisors, LLC | 20.7K | $483.9K | — | New |
| Procyon Advisors, LLC | 15.8K | $367.8K | — | New |
| CHOREO, LLC | 8.83K | $205.9K | −$16.9K | Cut−$16.9K |
| MORGAN STANLEY | 8.71K | $203.1K | −$760 | Added$192.5K |
| A&I FINANCIAL SERVICES, LLC | 8.64K | $201.6K | −$15.5K | Cut−$15.5K |
| KERR FINANCIAL PLANNING Corp | 4.92K | $130.7K | $17.3K | Added$12.7K |
| FIFTH THIRD BANCORP | 4K | $93.3K | — | New |
| CWM, LLC | 3.82K | $89K | $88.9K | Added$88.9K |
| Fidelity | 1.43K | $33.4K | −$2.57K | Cut−$20.1K |
| Key Financial Inc | 1K | $23.3K | — | New |
| COUNTRY TRUST BANK | 631 | $14.7K | — | New |
| Arax Advisory Partners | 487 | $11.4K | — | New |
| Western Wealth Management, LLC | 142 | $3.31K | — | New |
| Cambridge Investment Research Advisors, Inc. | 15.1K | $353 | −$21 | Added$49 |
Who left
- JANE STREET GROUP, LLC$836.8K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$613.6K
- HC Advisors, LLC$226.6K
- ASSETMARK, INC$4.4K
- UBS Group AG$427
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.