02072Q176

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Company profile

Description is not available for this instrument yet.

Quarter snapshot

Latest / Compare
Q2 2026
Value (USD)
Total reported value ($000)
$96.94M
QoQ value delta ($000)
—
Shares
Total shares
1,895,338
QoQ shares delta
—
Total shares held by funds (by quarter)

Top holders (Q2 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Cresset Asset Management, LLC 15,010 293,486 0.05%
Vise Technologies, Inc. 14,315 279,893 0.16%
FRANKLIN RESOURCES INC 10,417 203,684 0.0%
Robertson Stephens Wealth Management, LLC 9,212 180,115 0.23%
Stokes Family Office, LLC 8,856 173,163 1.03%
Berger Financial Group, Inc 8,267 161,649 0.42%
FIDUCIENT ADVISORS LLC 3,955 77,334 0.57%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 3,211 62,800 0.68%
MAI Capital Management 2,316 45,287 0.01%
Forthright Family Wealth Advisory LLC 2,044 39,973 1.16%
Well Done, LLC 1,998 39,079 0.27%
HighTower Advisors, LLC 1,988 38,886 0.0%
Walkner Condon Financial Advisors LLC 1,747 34,171 0.2%
Wealthcare Advisory Partners LLC 1,379 26,964 0.03%
CITADEL ADVISORS LLC 1,365 26,698 0.0%
Goepper Burkhardt LLC 1,177 23,027 0.35%
NewEdge Advisors, LLC 1,164 22,772 0.0%
Sanctuary Advisors, LLC 998 19,531 0.0%
Pacific Sage Partners, LLC 994 19,443 0.14%
BAKER BOYER NATIONAL BANK 960 18,780 0.26%
A4 Wealth Advisors LLC 861 16,846 0.57%
Sherman Wealth Management LLC 781 15,273 0.59%
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 566 11,066 0.32%
Savant Capital, LLC 550 10,500 0.0%
WESCAP Management Group, Inc. 545 10,664 0.1%