Stock
Reported value
$8.9M
Holders
18
+3 new · −3 exited
Holders’ est. mark
$4.26M
Price effect on 15 books still in the name
Largest holder
$3.69M
Fidelity
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $3.69M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Fidelity | 123.3K | $3.69M | $2.47M | Added$2.47M |
| Lifetime Wealth Management P.C. | 117.4K | $3.59M | $1.53M | Added$1.54M |
| Warberg Asset Management LLC | 29.9K | $912.7K | — | New |
| GOLDMAN SACHS GROUP INC | 16.4K | $502.2K | $214.7K | Added$206.6K |
| WOLVERINE ASSET MANAGEMENT LLC | 3.89K | $119K | — | New |
| UBS Group AG | 1.5K | $45.8K | $16.4K | Added$23.8K |
| WELLS FARGO & COMPANY/MN | 294 | $8.99K | $2.33K | Added$5.08K |
| OSAIC HOLDINGS, INC. | 275 | $8.4K | $3.54K | Added$3.66K |
| MORGAN STANLEY | 263 | $8.04K | $3.43K | Added$2.22K |
| Sound Income Strategies, LLC | 158 | $4.61K | $1.84K | Added$1.84K |
| Strategic Advocates LLC | 140 | $4.28K | $1.83K | Added$1.83K |
| Farther Finance Advisors, LLC | 143 | $4.17K | $1.67K | Added$1.67K |
| BROWN BROTHERS HARRIMAN & CO | 77 | $2.35K | $943 | Added$943 |
| FRANKLIN RESOURCES INC | 61 | $1.86K | $747 | Added$747 |
| BANK OF MONTREAL /CAN/ | 50 | $1.53K | $613 | Added$613 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 47 | $1.44K | $614 | Added$614 |
| FIRST HORIZON CORP | 23 | $703 | $300 | Added$300 |
| Advisory Services Network, LLC | 12 | $367 | — | 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.