Stock
Reported value
$9.32M
Holders
50
+6 new · −7 exited
Holders’ est. mark
−$1.01M
Price effect on 40 books still in the name
Largest holder
$2.95M
AVENIR CORP
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $6.12K
- Renaissance Technologies0.0% · $57K
- State Street0.0% · $90.2K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| AVENIR CORP | 5.22M | $2.95M | −$380.2K | Cut−$389.4K |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.88M | $1.06M | — | Held |
| Skylands Capital, LLC | 1.71M | $967K | −$124.5K | Cut−$218.4K |
| NEUBERGER BERMAN GROUP LLC | 1.68M | $950.8K | −$121.2K | Cut−$88.8K |
| CM Management, LLC | 1.48M | $836.1K | −$107.6K | Cut−$107.6K |
| BlackRock, Inc. | 783K | $443.4K | −$56.2K | Cut−$49.1K |
| GEODE CAPITAL MANAGEMENT, LLC | 707.3K | $400.6K | −$44K | Added$14.6K |
| Sargent Investment Group, LLC | 549.9K | $311.4K | −$40.1K | Cut−$79.8K |
| Pathstone Holdings, LLC | 500K | $283.1K | −$36.4K | Cut−$36.4K |
| VANGUARD FIDUCIARY TRUST CO | 313.9K | $177.6K | — | Held |
| CIBC Bancorp USA Inc. | 172.6K | $97.8K | — | Held |
| State Street | 159.3K | $90.2K | −$11.6K | Cut−$11.6K |
| OSAIC HOLDINGS, INC. | 130.4K | $74.2K | −$9.2K | Cut−$9.2K |
| UBS Group AG | 115.2K | $65.2K | −$8.41K | Cut−$8.46K |
| RAYMOND JAMES FINANCIAL INC | 107.8K | $61K | −$7.85K | Cut−$8.46K |
| NWF Advisory Services Inc. | 104.1K | $59K | −$7.59K | Cut−$7.59K |
| Renaissance Technologies | 100.7K | $57K | −$7.3K | Cut−$6.96K |
| MORGAN STANLEY | 100.2K | $56.7K | −$7.3K | Cut−$17.7K |
| NORTHERN TRUST CORP | 92.5K | $52.4K | −$6.75K | Cut−$6.75K |
| Key Client Fiduciary Advisors, LLC | 78.5K | $44.4K | −$5.72K | Cut−$5.72K |
| Waverly Advisors, LLC | 55.6K | $31.5K | −$4.05K | Cut−$4.05K |
| STIFEL FINANCIAL CORP | 48K | $27.2K | −$3.5K | Cut−$3.5K |
| GOLDMAN SACHS GROUP INC | 43.9K | $24.9K | −$2.62K | Added$1.91K |
| BANK OF AMERICA CORP /DE/ | 39.1K | $22.1K | −$2.83K | Cut−$2.59K |
| XTX Topco Ltd | 35.6K | $20.1K | −$2.16K | Added$1.17K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29.9K | $17K | −$2.18K | Cut−$36.3K |
| Kestra Advisory Services, LLC | 28.2K | $16K | −$1.87K | Cut−$457 |
| EP Wealth Advisors, LLC | 28K | $15.9K | −$2.04K | Cut−$2.04K |
| RITHOLTZ WEALTH MANAGEMENT | 27.4K | $15.5K | — | New |
| LPL Financial LLC | 23.2K | $13.1K | −$1.68K | Cut−$1.61K |
| Creative Planning | 21.3K | $12.1K | −$1.55K | Cut−$1.55K |
| Seelaus Asset Management LLC | 16.3K | $9.23K | −$1.19K | Cut−$1.83K |
| Merit Financial Group, LLC | 15.3K | $8.66K | −$1.12K | Cut−$1.11K |
| FIRST NATIONAL BANK OF OMAHA | 15.2K | $8.52K | −$1.25K | Cut−$1.25K |
| Vanguard Global Advisers, LLC | 13.9K | $7.85K | — | Held |
| Texas Capital Bank Wealth Management Services Inc | 11K | $6.23K | −$802 | Cut−$802 |
| Citadel | 10.8K | $6.12K | −$788 | Cut−$89.3K |
| MARATHON CAPITAL MANAGEMENT | 10K | $5.66K | — | New |
| FIFTH THIRD BANCORP | 3.08K | $1.75K | — | New |
| Rockefeller Capital Management L.P. | 1.86K | $1.05K | −$136 | Cut−$587 |
| JPMORGAN CHASE & CO | 372 | $208 | −$30 | Cut−$30 |
| Your Advocates Ltd., LLP | 250 | $143 | −$17 | Cut−$17 |
| WELLS FARGO & COMPANY/MN | 250 | $142 | −$18 | Cut−$325 |
| MAI Capital Management | 233 | $132 | −$17 | Cut−$17 |
| JONES FINANCIAL COMPANIES LLLP | 93 | $55 | −$4 | Cut−$4 |
| PNC Financial Services Group, Inc. | 31 | $18 | −$2 | Cut−$2 |
| BNP PARIBAS FINANCIAL MARKETS | 17 | $10 | −$1 | Cut−$3 |
| HRT FINANCIAL LP | 14.1K | $7 | — | New |
| Farther Finance Advisors, LLC | 6 | $3 | — | New |
| SBI Securities Co., Ltd. | 1 | $1 | — | 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.