Stock
Reported value
$46.1M
Holders
15
+15 new · −0 exited
Holders’ est. mark
—
Need a prior quarter
Largest holder
$25.4M
Sendero Wealth Management, LLC
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Sendero Wealth Management, LLC | 1.09M | $25.4M | — | New |
| Curated Wealth Partners LLC | 689.3K | $16.1M | — | New |
| RAYMOND JAMES FINANCIAL INC | 44.2K | $1.03M | — | New |
| LPL Financial LLC | 29.7K | $694.3K | — | New |
| Rockefeller Capital Management L.P. | 19.7K | $460.2K | — | New |
| Manchester Capital Management LLC | 19.2K | $449.4K | — | New |
| US BANCORP \DE\ | 17.3K | $403.2K | — | New |
| RWA WEALTH PARTNERS, LLC | 15.7K | $367.5K | — | New |
| Laird Norton Wetherby Trust Company, LLC | 13.4K | $313.2K | — | New |
| Overbrook Management Corp | 12.1K | $281.5K | — | New |
| NORTHERN TRUST CORP | 11.5K | $268.2K | — | New |
| Sunbelt Securities, Inc. | 4.7K | $109.7K | — | New |
| UBS Group AG | 3.83K | $89.6K | — | New |
| MORGAN STANLEY | 1.31K | $30.6K | — | New |
| Steward Partners Investment Advisory, LLC | 409 | $9.55K | — | New |
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.