Stock
Reported value
$11K
Holders
14
+2 new · −60 exited
Holders’ est. mark
−$40.5K
Price effect on 12 books still in the name
Largest holder
$4.68K
Kohmann Bosshard Financial Services, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Kohmann Bosshard Financial Services, LLC | 44.6K | $4.68K | −$17.5K | Cut−$17.5K |
| Nuveen, LLC | 44.3K | $4.65K | −$17.4K | Cut−$17.4K |
| EverSource Wealth Advisors, LLC | 5.43K | $570 | −$1.99K | Cut−$1.96K |
| BARCLAYS PLC | 4.8K | $505 | −$1.88K | Cut−$26K |
| GAMMA Investing LLC | 2.15K | $226 | −$412 | Cut−$297 |
| RHUMBLINE ADVISERS | 1.65K | $173 | −$649 | Cut−$10.7K |
| McIlrath & Eck, LLC | 1.44K | $152 | −$566 | Cut−$566 |
| SWAN Capital LLC | 250 | $26 | −$98 | Cut−$98 |
| Rockefeller Capital Management L.P. | 160 | $17 | −$63 | Cut−$63 |
| Essential Partners LLC | 66 | $7 | −$3 | Added$3 |
| Sunbelt Securities, Inc. | 64 | $7 | — | New |
| IFP Advisors, Inc | 55 | $6 | −$5 | Held |
| Farther Finance Advisors, LLC | 15 | $2 | — | New |
| ROTHSCHILD INVESTMENT LLC | 7 | $1 | $0 | Added$1 |
Who left
- M&G PLC$3.79M
- Nut Tree Capital Management, LP$1.74M
- BlackRock, Inc.$1.2M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.04M
- Owl Creek Asset Management, L.P.$830K
- ICON ADVISERS INC/CO$497K
- GEODE CAPITAL MANAGEMENT, LLC$418.4K
- GOLDMAN SACHS GROUP INC$288.6K
- MORGAN STANLEY$266.6K
- CastleKnight Management LP$256.9K
- State Street$237.6K
- LAKEWOOD CAPITAL MANAGEMENT, LP$139.8K
- Renaissance Technologies$137.2K
- NORTHERN TRUST CORP$122.2K
- UBS Group AG$91.7K
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.