Stock
Reported value
$41.2M
Holders
30
+2 new · −3 exited
Holders’ est. mark
−$1.58M
Price effect on 28 books still in the name
Largest holder
$15.4M
GABELLI & Co INVESTMENT ADVISERS, INC.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| GABELLI & Co INVESTMENT ADVISERS, INC. | 1.85M | $15.4M | −$258.5K | Cut−$258.5K |
| Focus Partners Wealth | 572.8K | $4.77M | −$80.2K | Cut−$241.7K |
| MORGAN STANLEY | 496.2K | $4.13M | −$66.2K | Added$129.2K |
| GAMCO INVESTORS, INC. ET AL | 441.8K | $3.68M | −$61.7K | Cut−$55.4K |
| Bulldog Investors, LLP | 409.7K | $3.41M | −$57.4K | Cut−$58.8K |
| Independent Advisor Alliance | 384.9K | $3.21M | — | New |
| Ancora Advisors LLC | 174.6K | $1.45M | −$24.4K | Cut−$24.4K |
| BANK OF AMERICA CORP /DE/ | 168.3K | $1.4M | −$23.6K | Cut−$29.3K |
| CSS LLC/IL | 116.7K | $971.8K | −$16.3K | Cut−$16.3K |
| ENVESTNET ASSET MANAGEMENT INC | 93.9K | $782.5K | −$13K | Cut−$4.41K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 54.3K | $452.1K | −$6.56K | Added$55K |
| GatePass Capital, LLC | 53.1K | $442.7K | −$3.98K | Added$202.2K |
| EVOLVE PRIVATE WEALTH, LLC | 19.4K | $161.5K | −$2.71K | Cut−$2.71K |
| Matisse Capital | 16.9K | $141.2K | −$2.37K | Cut−$2.37K |
| NewEdge Advisors, LLC | 128.4K | $128.4K | −$952.7K | Cut−$951.8K |
| DECISION INVESTMENTS, INC | 15.2K | $126.6K | −$2.11K | Cut−$1.28K |
| Private Advisor Group, LLC | 15K | $124.7K | −$1.68K | Added$23.3K |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 13.8K | $115.2K | −$1.94K | Cut−$15.6K |
| Closed-End Fund Advisors, Inc. | 11.4K | $94.7K | −$1.57K | Cut−$542 |
| WELLS FARGO & COMPANY/MN | 11.3K | $94K | −$1.58K | Cut−$30K |
| MRP Capital Investments, LLC | 7.5K | $62.5K | −$770 | Added$15.9K |
| OSAIC HOLDINGS, INC. | 4.14K | $34.5K | −$412 | Added$10.9K |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2K | $16.9K | −$40 | Cut−$40 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.72K | $14.3K | −$240 | Cut−$240 |
| Kilter Group LLC | 1.6K | $13.4K | −$212 | Added$479 |
| McMillan Office, Inc. | 1K | $8.33K | −$140 | Cut−$140 |
| HIGHLINE WEALTH PARTNERS LLC | 325 | $2.71K | −$46 | Cut−$46 |
| TD Waterhouse Canada Inc. | 300 | $2.49K | — | New |
| UBS Group AG | 217 | $1.81K | −$30 | Cut−$24.6K |
| BARRETT & COMPANY, INC. | 200 | $1.67K | −$28 | Cut−$28 |
Who left
- Cornerstone Advisors, LLC$1.1M
- SEVEN MILE ADVISORY$338.4K
- STIFEL FINANCIAL CORP$181.2K
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.