Stock
Reported value
$78.8M
Holders
30
+4 new · −5 exited
Holders’ est. mark
$3.97M
Price effect on 26 books still in the name
Largest holder
$21.6M
Kathmere Capital Management, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $37
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Kathmere Capital Management, LLC | 577.3K | $21.6M | $1.09M | Added$1.86M |
| Resonant Capital Advisors, LLC | 295.4K | $11.1M | $576.9K | Cut−$1.3M |
| Rothschild Wealth LLC | 246.9K | $9.24M | $474.4K | Added$626.3K |
| Rockefeller Capital Management L.P. | 212K | $7.93M | $414K | Added$412.3K |
| Indivisible Partners | 199.7K | $7.47M | $370.1K | Added$752.8K |
| Aspect Partners, LLC | 165.1K | $6.18M | $301.9K | Added$693.6K |
| Berkeley, Inc | 146.2K | $5.47M | $285.5K | Added$242.1K |
| Madison Asset Management, LLC | 62.1K | $2.32M | $118.2K | Added$176.8K |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 44.4K | $1.66M | $83.8K | Added$138.5K |
| Accurate Wealth Management, LLC | 25.9K | $974.3K | $10.9K | Cut−$874.4K |
| Tidal Investments LLC | 25K | $934K | $48.7K | Cut−$89.6K |
| LPL Financial LLC | 18.6K | $697.5K | $36.4K | Cut−$46.5K |
| National Philanthropic Trust | 17K | $636.2K | $33.2K | Added$33.2K |
| Crumly & Associates Inc. | 15.1K | $563.9K | $29.4K | Cut−$12.9K |
| Global View Capital Management LLC | 13.8K | $516.7K | $27K | Cut−$25K |
| Focus Partners Wealth | 11.7K | $439.6K | $23K | Cut−$22.2K |
| GTS SECURITIES LLC | 10.4K | $389.7K | $20.3K | Cut−$104.2K |
| Legacy Wealth Managment, LLC/ID | 7.4K | $277.1K | $14.5K | Added$6.13K |
| WealthCare Investment Partners, LLC | 5.86K | $220.2K | $11K | Added$11K |
| Opal Wealth Advisors, LLC | 1.68K | $62.9K | — | New |
| US BANCORP \DE\ | 1.36K | $50.8K | $2.65K | Cut−$11.5K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.15K | $43K | $2.24K | Cut−$24.5K |
| Orion Capital Management LLC | 628 | $23.5K | $1.23K | Added$1.23K |
| Essential Partners LLC | 359 | $13.4K | $701 | Added$701 |
| HARBOUR INVESTMENTS, INC. | 308 | $11.5K | — | New |
| UBS Group AG | 209 | $7.82K | $141 | Added$5.27K |
| Geneos Wealth Management Inc. | 200 | $7.48K | $390 | Added$390 |
| WELLS FARGO & COMPANY/MN | 72 | $2.69K | — | New |
| MORGAN STANLEY | 1 | $39 | $3 | Cut−$3.02K |
| Fidelity | 1 | $37 | — | New |
Who left
- Oxbow Advisors, LLC$1.04M
- Citadel$489K
- Kestra Advisory Services, LLC$145.6K
- FLAGSHIP HARBOR ADVISORS, LLC$42.7K
- AlphaCore Capital LLC$4.26K
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.