Stock
Reported value
$1.21M
Holders
24
+3 new · −5 exited
Holders’ est. mark
−$764.1K
Price effect on 19 books still in the name
Largest holder
$247.1K
Cresset Asset Management, LLC
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $20.9K
- Fidelity0.0% · $138K
- State Street0.0% · $39.4K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Cresset Asset Management, LLC | 213K | $247.1K | −$208.8K | Cut−$208.8K |
| BBR PARTNERS, LLC | 194.7K | $225.8K | −$190.8K | Cut−$190.8K |
| VANGUARD CAPITAL MANAGEMENT LLC | 189.1K | $219.3K | — | Held |
| Fidelity | 119K | $138K | −$116.6K | Cut−$116.6K |
| GEODE CAPITAL MANAGEMENT, LLC | 64.2K | $74.5K | −$40.3K | Cut−$13.4K |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 55.7K | $64.6K | −$54.6K | Cut−$56.7K |
| OUTFITTERS FINANCIAL LLC | 41.8K | $48.5K | −$29.7K | Cut−$16.3K |
| State Street | 34K | $39.4K | −$33.3K | Cut−$33.3K |
| PINNACLE ASSOCIATES LTD | 30.8K | $35.8K | −$30.2K | Cut−$30.2K |
| BlackRock, Inc. | 27.5K | $31.9K | −$27K | Cut−$27K |
| VANGUARD FIDUCIARY TRUST CO | 19.7K | $22.8K | — | Held |
| Citadel | 18K | $20.9K | — | New |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 16.5K | $19.2K | −$16.2K | Cut−$16.2K |
| NORTHERN TRUST CORP | 14.4K | $16.7K | −$14.1K | Cut−$14.1K |
| JONES FINANCIAL COMPANIES LLLP | 4.27K | $4.65K | — | New |
| Financially Speaking Inc | 1K | $1.16K | −$980 | Cut−$980 |
| MAI Capital Management | 461 | $535 | −$452 | Cut−$452 |
| MORGAN STANLEY | 385 | $446 | −$378 | Cut−$378 |
| BNP PARIBAS FINANCIAL MARKETS | 264 | $306 | −$259 | Cut−$259 |
| SBI Securities Co., Ltd. | 257 | $298 | −$252 | Cut−$252 |
| Delos Wealth Advisors, LLC | 220 | $256 | −$215 | Cut−$215 |
| Allworth Financial LP | 192 | $223 | — | New |
| JPMORGAN CHASE & CO | 10 | $11 | −$10 | Cut−$91 |
| OSAIC HOLDINGS, INC. | 1 | $1 | −$1 | Cut−$1 |
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.