Stock
Reported value
$441.9M
Holders
26
+7 new · −3 exited
Holders’ est. mark
−$29.8M
Price effect on 19 books still in the name
Largest holder
$420.2M
BROWN BROTHERS HARRIMAN & CO
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $12.1K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BROWN BROTHERS HARRIMAN & CO | 28M | $420.2M | −$29.1M | Cut−$5.59M |
| Beacon Pointe Advisors, LLC | 659.2K | $9.9M | — | New |
| Waverly Advisors, LLC | 296.1K | $4.45M | −$325.8K | Cut−$415.7K |
| Black Diamond Financial, LLC | 67.5K | $1.01M | −$74.3K | Cut−$74.3K |
| Wealthspire Advisors, LLC | 46.8K | $703.2K | −$51.5K | Cut−$51.5K |
| FORBES J M & CO LLP | 43.9K | $658.8K | −$48.3K | Cut−$297.7K |
| ASPIRIANT, LLC | 41K | $615.3K | −$45.1K | Cut−$45.1K |
| Rockefeller Capital Management L.P. | 37.7K | $566.7K | −$41.5K | Cut−$210.2K |
| ROYAL BANK OF CANADA | 36.6K | $550K | −$39.6K | Cut−$32K |
| SPINNAKER TRUST | 33.7K | $506.9K | −$37.1K | Cut−$37.1K |
| HighTower Advisors, LLC | 22.6K | $339.3K | −$24.8K | Cut−$24.8K |
| GoalVest Advisory LLC | 22.3K | $335.1K | — | New |
| STIFEL FINANCIAL CORP | 21K | $314.7K | — | New |
| SIMON QUICK ADVISORS, LLC | 18.2K | $274K | — | New |
| SUMMIT WEALTH GROUP LLC / CO | 17.8K | $266.9K | −$19.6K | Cut−$29.9K |
| Kathmere Capital Management, LLC | 17.6K | $264.5K | −$19.4K | Cut−$19.4K |
| DIVERSIFIED TRUST CO | 16.2K | $242.7K | −$17.8K | Cut−$17.8K |
| BANK OF AMERICA CORP /DE/ | 12.8K | $192.2K | — | New |
| WOODMONT INVESTMENT COUNSEL LLC | 11K | $164.7K | −$12.1K | Cut−$12.1K |
| ASSETMARK, INC | 10.2K | $153.5K | — | New |
| Clearstead Advisors, LLC | 7.51K | $112.8K | −$8.26K | Cut−$8.26K |
| FIFTH THIRD BANCORP | 7.47K | $112.3K | −$8.22K | Cut−$8.22K |
| Fidelity | 806 | $12.1K | −$887 | Cut−$887 |
| UBS Group AG | 583 | $8.76K | — | New |
| OSAIC HOLDINGS, INC. | 439 | $6.59K | −$483 | Cut−$483 |
| Key Financial Inc | 162 | $2.43K | −$178 | Cut−$178 |
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.