Stock
Reported value
$37.9M
Holders
34
+3 new · −7 exited
Holders’ est. mark
−$879.3K
Price effect on 30 books still in the name
Largest holder
$8.84M
Forefront Analytics, LLC
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 |
|---|---|---|---|---|
| Forefront Analytics, LLC | 44.2K | $8.84M | −$123.7K | Added$4.12M |
| SK Wealth Management, LLC | 33.5K | $6.8M | −$304.1K | Cut−$732.3K |
| Citadel | 25.8K | $5.15M | −$138.7K | Cut−$455.9K |
| NORTHERN TRUST CORP | 16.7K | $3.34M | — | New |
| AMERIPRISE FINANCIAL INC | 9.91K | $1.98M | −$56.1K | Added$3.82K |
| CoreCap Advisors, LLC | 8.73K | $1.75M | −$44.4K | Added$52.2K |
| LPL Financial LLC | 7.68K | $1.54M | −$26.6K | Added$521.9K |
| Cetera Investment Advisers | 5.79K | $1.16M | −$28.9K | Added$57.5K |
| Fort Point Capital Partners LLC | 4.91K | $980.5K | −$38.3K | Cut−$38.3K |
| HighTower Advisors, LLC | 4.66K | $931.6K | −$23.7K | Added$25.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | 4.53K | $906.4K | −$23.1K | Added$23.3K |
| UBS Group AG | 4.06K | $811.4K | −$21.3K | Cut−$1.31K |
| RAYMOND JAMES FINANCIAL INC | 3.65K | $730K | — | New |
| Well Done, LLC | 3.56K | $712.2K | −$19.2K | Cut−$19.2K |
| Milestone Investment Advisors LLC | 1.94K | $386.8K | −$10.4K | Cut−$35.4K |
| OSAIC HOLDINGS, INC. | 1.89K | $377K | −$10.1K | Cut−$13.2K |
| HALL CAPITAL MANAGEMENT CO INC | 1.63K | $354.7K | $19.7K | Added$19.7K |
| Sigma Planning Corp | 1.52K | $303.1K | −$8.05K | Cut−$63.7K |
| BSW Wealth Partners | 1.41K | $281.3K | −$7.57K | Cut−$7.57K |
| BANK OF AMERICA CORP /DE/ | 1.07K | $213.7K | −$5.75K | Cut−$192.8K |
| HIGHLINE WEALTH PARTNERS LLC | 561 | $112.1K | −$3.02K | Cut−$2.82K |
| JPMORGAN CHASE & CO | 309 | $60.1K | −$3.35K | Cut−$3.35K |
| Carolina Wealth Advisors, LLC | 247 | $49.4K | −$1.33K | Cut−$1.33K |
| Western Wealth Management, LLC | 221 | $44.2K | — | New |
| Wealth Enhancement Trust Services, Inc. | 82 | $16.4K | −$442 | Cut−$442 |
| Triumph Capital Management | 59 | $11.8K | −$312 | Cut−$112 |
| Farther Finance Advisors, LLC | 45 | $9.08K | −$129 | Cut−$129 |
| Fidelity | 44 | $8.89K | −$46 | Cut−$249 |
| Asset Dedication, LLC | 28 | $5.59K | −$150 | Cut−$150 |
| Scarborough Advisors, LLC | 24 | $4.7K | −$315 | Cut−$119 |
| CENTAURUS FINANCIAL, INC. | 3.37K | $673 | −$18 | Cut−$336 |
| Cambridge Investment Research Advisors, Inc. | 2.75K | $550 | −$15 | Cut−$40 |
| Thrivent Financial for Lutherans | 2.5K | $499 | −$9 | Added$180 |
| WELLS FARGO & COMPANY/MN | 0 | $90 | — | Cut−$46K |
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.