Stock
Reported value
$6.03M
Holders
18
+1 new · −3 exited
Holders’ est. mark
$4.13M
Price effect on 17 books still in the name
Largest holder
$3.21M
Fidelity
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $3.21M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Fidelity | 123.3K | $3.21M | $2.27M | Added$2.27M |
| Warberg Asset Management LLC | 57K | $1.5M | $966.9K | Added$1.05M |
| WOLVERINE ASSET MANAGEMENT LLC | 29.7K | $780.6K | $517.5K | Added$540.6K |
| GOLDMAN SACHS GROUP INC | 16.4K | $432.1K | $295.2K | Added$291.3K |
| UBS Group AG | 2.77K | $73K | $45.8K | Added$51.7K |
| OSAIC HOLDINGS, INC. | 337 | $8.86K | $5.99K | Added$6.09K |
| WELLS FARGO & COMPANY/MN | 294 | $7.73K | $3.67K | Added$6.03K |
| MORGAN STANLEY | 292 | $7.68K | $5.24K | Added$4.92K |
| Sound Income Strategies, LLC | 158 | $4.03K | $2.27K | Added$2.27K |
| Strategic Advocates LLC | 140 | $3.68K | $2.52K | Added$2.52K |
| Farther Finance Advisors, LLC | 143 | $3.65K | $2.45K | Added$2.45K |
| BROWN BROTHERS HARRIMAN & CO | 77 | $2.02K | $1.38K | Added$1.38K |
| FRANKLIN RESOURCES INC | 61 | $1.6K | $1.1K | Added$1.1K |
| BANK OF MONTREAL /CAN/ | 50 | $1.31K | $898 | Added$898 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 47 | $1.24K | $844 | Added$844 |
| FIRST HORIZON CORP | 23 | $605 | $413 | Added$413 |
| Triumph Capital Management | 12 | $316 | $216 | Added$216 |
| Advisory Services Network, LLC | 12 | $316 | — | 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.