Vault-13

AMERICAN COASTAL INS CORP ACIC

COM · Common Stock · CUSIP 910710102

150 institutional holders +13 vs Q4 2025
17,372,85717.4m shares reported held*
35.7% of all shares outstanding*
$195.8mreported value*
35 new 50 added 39 reduced 24 sold out net bought ≈ $19.4m (+1.7m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.4m this quarter). Holder counts are more reliable. Shares outstanding: 48.7m as of 2026-03-02, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $11.27. Options: 5 managers hold calls ($5.1m notional), 5 hold puts ($5.1m).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 46Q4 22: 41Q1 23: 37Q2 23: 49Q3 23: 68Q4 23: 74Q1 24: 93Q2 24: 106Q3 24: 106Q4 24: 111Q1 25: 122Q2 25: 125Q3 25: 129Q4 25: 137Q1 26: 150150Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202246
Q4 202241
Q1 202337
Q2 202349
Q3 202368
Q4 202374
Q1 202493
Q2 2024106
Q3 2024106
Q4 2024111
Q1 2025122
Q2 2025125
Q3 2025129
Q4 2025137
Q1 2026150

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 24: 63 bought or addedQ2 24: 43 cut or sold outQ3 24: 57 bought or addedQ3 24: 48 cut or sold outQ3 24Q4 24: 57 bought or addedQ4 24: 44 cut or sold outQ1 25: 55 bought or addedQ1 25: 54 cut or sold outQ1 25Q2 25: 67 bought or addedQ2 25: 45 cut or sold outQ3 25: 71 bought or addedQ3 25: 52 cut or sold outQ3 25Q4 25: 71 bought or addedQ4 25: 47 cut or sold outQ1 26: 85 bought or addedQ1 26: 63 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20246343
Q3 20245748
Q4 20245744
Q1 20255554
Q2 20256745
Q3 20257152
Q4 20257147
Q1 20268563

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2.5m$5m$7.5m$10mQ2 25 calls: $8.1mQ2 25 puts: $506.9kQ2 25P/C 0.06Q3 25 calls: $8.0mQ3 25 puts: $179.2kQ3 25P/C 0.02Q4 25 calls: $613.8kQ4 25 puts: $439.5kQ4 25P/C 0.72Q1 26 calls: $5.1mQ1 26 puts: $5.1mQ1 26P/C 1.00
Numbers
QuarterCallsPutsP/C
Q2 2025$8.1m$506.9k0.06
Q3 2025$8.0m$179.2k0.02
Q4 2025$613.8k$439.5k0.72
Q1 2026$5.1m$5.1m1.00

Biggest buyers

TWO SIGMA INVESTMENTS, LP Added +368,471+368.5k
SEI INVESTMENTS CO Added +326,340+326.3k
Empowered Funds, LLC New +308,656+308.7k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +258,344+258.3k
Empyrean Capital Partners, LP Added +186,487+186.5k
JANE STREET GROUP, LLC New +127,078+127.1k
DIMENSIONAL FUND ADVISORS LP Added +122,778+122.8k
BRIDGEWAY CAPITAL MANAGEMENT, LLC Added +118,216+118.2k
FRANKLIN RESOURCES INC New +109,070+109.1k
Range Financial Group LLC New +93,380+93.4k

Biggest sellers

DG Capital Management, LLC Reduced -607,441-607.4k
JPMORGAN CHASE & CO Reduced -97,589-97.6k
MILLENNIUM MANAGEMENT LLC Reduced -73,318-73.3k
GSA CAPITAL PARTNERS LLP Reduced -69,375-69.4k
Corient Private Wealth LP Sold out -60,002-60.0k
Ancora Advisors LLC Reduced -56,003-56.0k
TWO SIGMA ADVISERS, LP Sold out -53,700-53.7k
CITADEL ADVISORS LLC Sold out -52,380-52.4k
Squarepoint Ops LLC Sold out -52,231-52.2k
Qube Research & Technologies Ltd Reduced -52,125-52.1k

Biggest calls

CITADEL ADVISORS LLC Added $2.2m197.9k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $1.4m121.6k shares
SIMPLEX TRADING, LLC New $932.6k82.9k shares
JANE STREET GROUP, LLC New $419.6k37.3k shares
GROUP ONE TRADING LLC New $126.0k11.2k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $2.5m221.5k shares
JANE STREET GROUP, LLC New $1.0m92.7k shares
CITADEL ADVISORS LLC Added $733.5k65.2k shares
SIMPLEX TRADING, LLC New $696.4k61.9k shares
GROUP ONE TRADING LLC Added $121.5k10.8k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Peed Daniel 13D · may seek influence -1.2 pts · filed 2025-08-11 34.5% -1.2 pts 16.8m≈ $186.5m 2025-08-11
Peed Leah Anneberg 13G · passive investor -1.1 pts · filed 2025-08-08 6.0% -1.1 pts 2.9m≈ $32.7m 2025-08-08

Insider purchases and sales in Q1 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q2 24: 0 buyingQ2 24: 1 sellingQ3 24: 1 buyingQ3 24: 2 sellingQ3 24Q4 24: 1 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 2 sellingQ1 25Q2 25: 2 buyingQ2 25: 1 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 1 sellingQ1 26: 2 buyingQ1 26: 0 sellingQ1 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20240—1$367.1k—
Q3 20241$91.0k2$731.9k—
Q4 20241$48.8k0——
Q1 20250—2$1.3m—
Q2 20252$120.5k1$2.1m—
Q3 20250—0——
Q4 20250—1$218.3k—
Q1 20262$63.0k0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-03-20 DAVIS KERN MICHAEL Director · Held by Second Child Bought 100 $11.05 $1.1k100 shares +2%
2026-03-20 DAVIS KERN MICHAEL Director · Held by First Child Bought 100 $11.05 $1.1k100 shares +2%
2026-03-19 DAVIS KERN MICHAEL Director · Held by First Child Bought 200 $11.12 $2.2k200 shares +5%
2026-03-19 DAVIS KERN MICHAEL Director · Held by Second Child Bought 200 $11.12 $2.2k200 shares +5%
2026-03-18 DAVIS KERN MICHAEL Director · Held by Second Child Bought 200 $11.25 $2.2k200 shares +5%
2026-03-18 DAVIS KERN MICHAEL Director · Held by First Child Bought 200 $11.23 $2.2k200 shares +5%
2026-03-04 DAVIS KERN MICHAEL Director · Held by First Child Bought 700 $11.71 $8.2k700 shares +20%
2026-03-04 DAVIS KERN MICHAEL Director · Held by Second Child Bought 700 $11.71 $8.2k700 shares +20%
2026-02-23 Crawford Troy J Chief Underwriting Officer Bought 3,200 $11.09 $35.5k3.2k shares +34%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,828,2641.8m $20.6m $20.6m 0.00% Reduced -38.2k -38,250
2 Tieton Capital Management, LLC 4.80% of their portfolio YAKIMA, WA 1,273,4551.3m $14.3m $14.3m 4.80% Added +54.6k +54,565
3 Empyrean Capital Partners, LP 0.42% of their portfolio LOS ANGELES, CA 1,126,9871.1m $12.7m $12.7m 0.42% Added +186.5k +186,487
4 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 996,641996.6k $11.2m $11.2m 0.00% First filing
5 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.52% of their portfolio EDINA, MN 808,705808.7k $9.1m $9.1m 0.52% Added +32.3k +32,305
6 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 750,108750.1k $8.4m $8.4m 0.00% Added +122.8k +122,778
7 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 719,437719.4k $8.1m $8.1m 0.00% Added +71.1k +71,100
8 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 615,861615.9k $6.9m $6.9m 0.00% Added +11.1k +11,116
9 Militia Capital Management LLC 0.51% of their portfolio AUSTIN, TX 601,974602.0k $6.8m $6.8m 0.51% First filing
10 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 601,481601.5k $6.8m $6.8m 0.01% Added +326.3k +326,340
11 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 564,754564.8k $6.4m $6.4m 0.01% Added +368.5k +368,471
12 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 539,257539.3k $6.1m $6.1m 0.01% Added +84.3k +84,300
13 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 505,827505.8k $5.7m $5.7m 0.00% Added +15.1k +15,072
14 DG Capital Management, LLC 2.26% of their portfolio NEW YORK, NY 465,287465.3k $5.2m $5.2m 2.26% Reduced -607.4k -607,441
15 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 317,891317.9k $3.6m $3.6m 0.00% Added +258.3k +258,344
16 Empowered Funds, LLC 0.02% of their portfolio NEWTOWN SQUARE, PA 308,656308.7k $3.5m $3.5m 0.02% New
17 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.07% of their portfolio HOUSTON, TX 288,251288.3k $3.2m $3.2m 0.07% Added +118.2k +118,216
18 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 271,787271.8k $3.1m $3.1m 0.00% First filing
19 TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio STAMFORD, CT 216,156216.2k $2.4m $2.4m 0.01% Added +44.1k +44,088
20 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 215,592215.6k $2.4m $2.4m 0.00% Added +86.9k +86,940
21 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 193,422193.4k $2.2m $2.2m 0.00% Added +7.4k +7,370
22 Crews Bank & Trust 0.31% of their portfolio PORT CHARLOTTE, FL 189,075189.1k $2.1m $2.1m 0.31% Unchanged
23 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 179,394179.4k $2.0m $2.0m 0.00% Added +13.9k +13,900
24 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 171,796171.8k $1.9m $1.9m 0.00% Added +78.3k +78,344
25 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 162,200162.2k $1.8m $1.8m 0.00% First filing
26 ANTIPODES PARTNERS Ltd 0.03% of their portfolio ROYAL EXCHANGE, C3 156,567156.6k $1.8m $1.8m 0.03% Added +68.2k +68,182
27 JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio FLORHAM PARK, NJ 151,148151.1k $1.7m $1.7m 0.01% Added +2.8k +2,825
28 WESTWOOD HOLDINGS GROUP INC 0.01% of their portfolio DALLAS, TX 148,735148.7k $1.7m $1.7m 0.01% Reduced -2.0k -2,000
29 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 147,797147.8k $1.7m $1.7m 0.00% Reduced -52.1k -52,125
30 Kennondale Capital Management LLC 1.19% of their portfolio RICHMOND, VA 146,782146.8k $1.7m $1.7m 1.19% Added +61.3k +61,326
31 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 134,164134.2k $1.5m $1.5m 0.00% Reduced -73.3k -73,318
32 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 127,078127.1k $1.4m $1.4m 0.00% New
33 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 116,566116.6k $1.3m $1.3m 0.00% Added +15.6k +15,560
34 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 110,434110.4k $1.2m $1.2m 0.00% Added +3.6k +3,586
35 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 109,070109.1k $1.2m $1.2m 0.00% New
36 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 95,20895.2k $1.1m $1.1m 0.00% Added +1.5k +1,482
37 Range Financial Group LLC 0.35% of their portfolio TIGARD, OR 93,38093.4k $1.1m $1.1m 0.35% New
38 UBS Group AG 0.00% of their portfolio ZURICH, V8 93,32993.3k $1.0m $1.0m 0.00% Added +70.7k +70,734
39 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 90,44390.4k $1.0m $1.0m 0.00% Reduced -194 -194
40 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 88,66688.7k $997.5k $997.5k 0.00% Reduced -640 -640
41 WEDGE CAPITAL MANAGEMENT L L P/NC 0.02% of their portfolio CHARLOTTE, NC 83,77683.8k $942.5k $942.5k 0.02% New
42 M Holdings Securities, Inc. 0.06% of their portfolio PORTLAND, OR 83,18683.2k $846.0k $846.0k 0.06% Unchanged
43 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 82,59582.6k $929.2k $929.2k 0.00% Reduced -3.2k -3,250
44 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 79,08279.1k $889.7k $889.7k 0.00% Added +457 +457
45 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 71,92271.9k $809.1k $809.1k 0.00% Added +44.8k +44,757
46 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 70,13870.1k $789.1k $789.1k 0.00% Reduced -5.8k -5,811
47 MARTINGALE ASSET MANAGEMENT L P 0.02% of their portfolio BOSTON, MA 63,63263.6k $715.9k $715.9k 0.02% Added +14.7k +14,711
48 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 62,37262.4k $701.7k $701.7k 0.00% Unchanged
49 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 59,44259.4k $668.7k $668.7k 0.00% Reduced -5.8k -5,808
50 Pacific Ridge Capital Partners, LLC 0.14% of their portfolio LAKE OSWEGO, OR 56,52756.5k $635.9k $635.9k 0.14% New
51 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 48,41948.4k $544.7k $544.7k 0.00% New
52 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 45,19045.2k $511.1k $511.1k 0.00% Reduced -97.6k -97,589
53 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 41,74741.7k $458.8k $458.8k 0.00% Reduced -28.2k -28,243
54 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 40,13540.1k $451.5k $451.5k 0.00% New
55 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 38,70038.7k $435.4k $435.4k 0.00% Unchanged
56 CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio TORONTO ONTARIO, A6 36,50036.5k $410.6k $410.6k 0.00% Unchanged
57 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.02% of their portfolio BALA CYNWYD, PA 35,79135.8k $402.6k $402.6k 0.02% Added +23.0k +23,006
58 MANGROVE PARTNERS IM, LLC 0.03% of their portfolio Greenwich, CT 32,86332.9k $369.7k $369.7k 0.03% New
59 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 32,54032.5k $411.0k $411.0k 0.00% Unchanged
60 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 31,92631.9k $359.2k $359.2k 0.00% New
61 Arcus Capital Partners, LLC 0.13% of their portfolio ATLANTA, GA 31,63531.6k $355.9k $355.9k 0.13% Added +15.2k +15,195
62 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 29,45329.5k $331.3k $331.3k 0.00% Reduced -694 -694
63 REGIONS FINANCIAL CORP 0.00% of their portfolio BIRMINGHAM, AL 29,44429.4k $331.2k $331.2k 0.00% Unchanged
64 Campbell & CO Investment Adviser LLC 0.02% of their portfolio BALTIMORE, MD 27,45927.5k $308.9k $308.9k 0.02% New
65 Cox Capital Mgt LLC 0.19% of their portfolio ANDOVER, MA 25,32225.3k $284.9k $284.9k 0.19% Unchanged
66 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 25,09025.1k $282.3k $282.3k 0.00% Reduced -2.7k -2,686
67 RITHOLTZ WEALTH MANAGEMENT 0.00% of their portfolio NEW YORK, NY 24,84224.8k $279.5k $279.5k 0.00% New
68 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 23,93123.9k $269.2k $269.2k 0.00% New
69 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 23,67023.7k $266.3k $266.3k 0.00% New
70 Welch Group, LLC 0.01% of their portfolio BIRMINGHAM, AL 23,28823.3k $262.0k $262.0k 0.01% Unchanged
71 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 23,08023.1k $259.6k $259.6k 0.00% Added +4.4k +4,388
72 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 22,74222.7k $255.8k $255.8k 0.00% Added +12.2k +12,191
73 Tactive Advisors, LLC 0.07% of their portfolio Jacksonville, FL 22,22022.2k $250.0k $250.0k 0.07% Added +11.7k +11,749
74 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 20,04620.0k $225.5k $225.5k 0.00% Added +19.3k +19,297
75 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 19,52219.5k $219.6k $219.6k 0.00% Added +5.2k +5,184
76 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 19,46119.5k $218.9k $218.9k 0.01% Reduced -539 -539
77 Graham Capital Management, L.P. 0.01% of their portfolio ROWAYTON, CT 18,51418.5k $208.3k $208.3k 0.01% Added +235 +235
78 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 17,44817.4k $196.3k $196.3k 0.00% New
79 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 17,40317.4k $196.0k $196.0k 0.00% Added +2.7k +2,717
80 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 16,74416.7k $188.4k $188.4k 0.00% Reduced -1.2k -1,173
81 Palumbo Wealth Management LLC 0.05% of their portfolio GREAT NECK, NY 16,64716.6k $187.3k $187.3k 0.05% Added +1.0k +1,034
82 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 16,62216.6k $186.6k $186.6k 0.00% Added +16.1k +16,143
83 GSA CAPITAL PARTNERS LLP 0.01% of their portfolio LONDON, X0 16,28316.3k $183.0k $183.0k 0.01% Reduced -69.4k -69,375
84 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 14,06914.1k $158.0k $158.0k 0.00% New
85 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 13,89413.9k $156.3k $156.3k 0.00% Reduced -6.0k -6,000
86 Aigen Investment Management, LP 0.04% of their portfolio NEW YORK, NY 13,50513.5k $151.9k $151.9k 0.04% New
87 Metis Global Partners, LLC 0.00% of their portfolio San Diego, CA 12,26312.3k $138.0k $138.0k 0.00% Reduced -8.4k -8,445
88 Vident Advisory, LLC 0.00% of their portfolio Alpharetta, GA 11,74411.7k $132.1k $132.1k 0.00% New
89 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 11,63611.6k $130.9k $130.9k 0.00% Added +272 +272
90 Marble Wealth, LLC 0.02% of their portfolio MONTGOMERY, AL 11,08511.1k $124.7k $124.7k 0.02% Added +666 +666
91 DECISION INVESTMENTS, INC 0.14% of their portfolio SAN DIEGO, CA 11,05011.1k $124.3k $124.3k 0.14% Added +160 +160
92 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 10,74510.7k $120.9k $120.9k 0.00% Reduced -255 -255
93 ZACKS INVESTMENT MANAGEMENT 0.00% of their portfolio Chicago, IL 10,59010.6k $119.1k $119.1k 0.00% New
94 Genesis Wealth Advisors, LLC 0.08% of their portfolio BRAINTREE, MA 10,04610.0k $113.0k $113.0k 0.08% Unchanged
95 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 10,00010.0k $112.5k $112.5k 0.00% Unchanged
96 Daytona Street Capital LLC 0.09% of their portfolio SAINT LOUIS, MO 10,00010.0k $111.9k $111.9k 0.09% Unchanged
97 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 9,4559.5k $106.4k $106.4k 0.00% First filing
98 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 9,0499.0k $101.8k $101.8k 0.00% Reduced -18.0k -18,011
99 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 8,7798.8k $98.8k $98.8k 0.00% Reduced -4.6k -4,563
100 FMR LLC 0.00% of their portfolio BOSTON, MA 8,4718.5k $95.3k $95.3k 0.00% Reduced -2.8k -2,843