Stock
Reported value
$1.46B
Holders
136
+17 new · −12 exited
Holders’ est. mark
$64.5M
Price effect on 118 books still in the name
Largest holder
$830.4M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $961.9K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 25.6M | $830.4M | $36.4M | Cut−$24.6M |
| Allworth Financial LP | 1.92M | $62.3M | $2.66M | Added$4.31M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.54M | $49.1M | $1.45M | Cut−$6.79M |
| WCG Wealth Advisors LLC | 1.33M | $43.2M | $1.89M | Added$1.65M |
| MORGAN STANLEY | 1.33M | $43M | $1.83M | Added$3.16M |
| BANK OF AMERICA CORP /DE/ | 1.16M | $37.5M | $1.56M | Added$3.48M |
| MERCER GLOBAL ADVISORS INC /ADV | 1.03M | $33.5M | $1.47M | Cut−$23.4M |
| Geneos Wealth Management Inc. | 998.5K | $32.4M | $1.41M | Added$1.61M |
| LPL Financial LLC | 967.1K | $31.3M | $1.12M | Added$6.99M |
| UBS Group AG | 645.4K | $20.9M | $778.4K | Added$3.93M |
| WELLS FARGO & COMPANY/MN | 620.8K | $20.1M | $881.5K | Cut−$6.95M |
| Allen Investment Management, LLC | 596.3K | $19.2M | $709.6K | Added$709.6K |
| ENVESTNET ASSET MANAGEMENT INC | 529.9K | $17.2M | $562.1K | Added$4.91M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 477K | $15.5M | $657.1K | Added$1.12M |
| ROYAL BANK OF CANADA | 414.5K | $13.4M | $589.8K | Added$549K |
| Columbus Macro, LLC | 404K | $13.1M | $570.9K | Added$633.1K |
| RiverFront Investment Group, LLC | 369K | $12M | $438.3K | Added$2.39M |
| Rockefeller Capital Management L.P. | 364.3K | $11.8M | $517.3K | Added$474.3K |
| Cetera Investment Advisers | 333.8K | $10.8M | $474K | Added$465.5K |
| JPMORGAN CHASE & CO | 338K | $10.7M | $225.4K | Added$1.9M |
| Valmark Advisers, Inc. | 312.6K | $10.1M | $439.4K | Added$543.3K |
| Orion Porfolio Solutions, LLC | 311.9K | $10.1M | $432.4K | Added$670.1K |
| ETF Portfolio Partners, Inc. | 302.6K | $9.81M | $419.2K | Added$660.2K |
| JANE STREET GROUP, LLC | 213.8K | $6.93M | $153.5K | Added$3.58M |
| ASSETMARK, INC | 197.8K | $6.41M | $280.9K | Added$60.5K |
| RAYMOND JAMES FINANCIAL INC | 184.6K | $5.98M | $202.6K | Added$1.56M |
| Aprio Wealth Management, LLC | 180.8K | $5.86M | $243.6K | Added$544.2K |
| HighTower Advisors, LLC | 158.5K | $5.14M | $221K | Added$313.4K |
| Paller Financial Services Inc | 148.2K | $4.8M | $210.5K | Added$128.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | 132.2K | $4.28M | $187.7K | Cut−$360.5K |
| SWS Partners | 122.9K | $3.98M | $3.6M | Added$94.8K |
| NICOLET BANKSHARES INC | 121.1K | $3.92M | — | New |
| STIFEL FINANCIAL CORP | 102.8K | $3.33M | $135.9K | Added$368.5K |
| Indivisible Partners | 102.7K | $3.33M | $125.9K | Added$582.1K |
| SSI INVESTMENT MANAGEMENT LLC | 98K | $3.18M | $139.1K | Added$141.1K |
| OSAIC HOLDINGS, INC. | 97.7K | $3.17M | $107.9K | Added$809.6K |
| REGIONS FINANCIAL CORP | 90.5K | $2.93M | $113.7K | Added$453K |
| Dynamic Advisor Solutions LLC | 69.8K | $2.26M | $95.2K | Added$183.5K |
| Tradition Wealth Management, LLC | 65.9K | $2.14M | $93.6K | Added$4.86K |
| SHEPHERD KAPLAN KROCHUK, LLC | 65.5K | $2.12M | $92.9K | Added$55.4K |
| Creative Planning | 58.6K | $1.9M | $75.4K | Added$253.4K |
| INVESTMENT PARTNERS, LTD. | 52K | $1.69M | $73.9K | Added$71K |
| Central Pacific Bank - Trust Division | 51K | $1.65M | $72.4K | Added$72.4K |
| CAPTRUST FINANCIAL ADVISORS | 43.8K | $1.42M | $60.4K | Added$100.7K |
| AlphaCore Capital LLC | 37.7K | $1.22M | $47.2K | Added$190K |
| World Investment Advisors | 35.7K | $1.16M | $50.7K | Added$16.9K |
| Mariner, LLC | 35K | $1.13M | $47.9K | Added$88.4K |
| Mutual Advisors, LLC | 34.7K | $1.13M | $48.7K | Added$63.1K |
| IFP Advisors, Inc | 33.5K | $1.08M | $45.7K | Added$87.4K |
| 5T Wealth, LLC | 30K | $973.3K | $39.2K | Added$117.9K |
| Orgel Wealth Management, LLC | 29.7K | $963.4K | $41.8K | Added$50.5K |
| Fidelity | 29.7K | $961.9K | $41.2K | Added$63K |
| MAI Capital Management | 28.9K | $935.8K | $40.8K | Added$45.3K |
| NorthCrest Asset Manangement, LLC | 27.5K | $897.4K | $27.5K | Added$298.6K |
| GLENMEDE TRUST CO NA | 23.9K | $774.6K | $33.9K | Added$33.9K |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 21K | $681.5K | — | New |
| JONES FINANCIAL COMPANIES LLLP | 20.3K | $640.3K | $8.43K | Added$173.7K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19.2K | $622.1K | $23.7K | Added$105.4K |
| Crescent Grove Advisors, LLC | 19K | $614.8K | $26.9K | Added$26.9K |
| WETZEL INVESTMENT ADVISORS, INC. | 18.4K | $596.1K | $16.9K | Added$228.1K |
| FIFTH THIRD BANCORP | 17.5K | $566.9K | — | New |
| Austin Wealth Management, LLC | 16.6K | $541.9K | $29.6K | Cut−$189.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16.2K | $525.3K | $23K | Cut−$1.83M |
| Integrated Wealth Concepts LLC | 14.7K | $476K | — | New |
| PERSPECTIVE WEALTH ADVISORS LLC | 14.2K | $460.4K | $20.2K | Added$20.2K |
| GDS Wealth Management | 13.4K | $435.8K | $19.1K | Added$2.7K |
| FOCUSED ALPHA, LLC | 13.2K | $427.7K | $18.7K | Added$20.6K |
| Sequoia Financial Advisors, LLC | 12.6K | $409.3K | $17.9K | Added$7.89K |
| Farther Finance Advisors, LLC | 12.3K | $399.3K | $2.12K | Added$354.7K |
| Patten Group, Inc. | 12.2K | $394.4K | $17.3K | Added$12.1K |
| Headland Capital, LLC | 12.1K | $391.9K | $17.2K | Added$12.5K |
| Corient Private Wealth LLC | 13.3K | $377.1K | −$31.2K | Added$5.4K |
| DeLarme Wealth Management, Inc. | 11.5K | $373.4K | $16.4K | Cut−$6.42K |
| SEI INVESTMENTS CO | 11.2K | $363.8K | $15.9K | Cut−$18K |
| REDW Wealth LLC | 11.1K | $358.8K | $15.7K | Cut−$8.76K |
| Robertson Stephens Wealth Management, LLC | 10.7K | $345.3K | $15.1K | Added$15.1K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10.6K | $343.7K | $15.1K | Added$3.16K |
| CoreCap Advisors, LLC | 10.6K | $342K | $2.48K | Added$287.8K |
| HB Wealth Management, LLC | 10.5K | $341.1K | $14.9K | Added$14.9K |
| Essex Financial Services, Inc. | 10.3K | $335.1K | — | New |
| EP Wealth Advisors, LLC | 10.3K | $332.7K | — | New |
| ENTREWEALTH, LLC | 10.1K | $326.3K | −$8.05K | Cut−$8.05K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9.81K | $318K | $13.9K | Added$14K |
| NewEdge Advisors, LLC | 19.1K | $291.6K | −$301.2K | Cut−$561.7K |
| MONECO ADVISORS, LLC | 8.51K | $275.8K | $12.1K | Added$12.1K |
| Beacon Pointe Advisors, LLC | 8.32K | $269.8K | $11.8K | Added$11.8K |
| Quantinno Capital Management LP | 8.28K | $268.3K | — | New |
| MARIPAU WEALTH MANAGEMENT LLC | 8.13K | $263.5K | $11.5K | Added$11.5K |
| Signal Advisors Wealth, LLC | 8.13K | $263.5K | $11.5K | Added$11.5K |
| Merit Financial Group, LLC | 7.93K | $257.1K | $11.3K | Added$9.56K |
| Private Wealth Group, LLC | 7.74K | $250.8K | $11K | Added$11K |
| Sovran Advisors, LLC | 7.57K | $250.8K | $15.7K | Cut−$39.1K |
| Capital Investment Advisors, LLC | 6.97K | $225.8K | $9.89K | Added$9.89K |
| Hamrick Investment Counsel, llc | 6.95K | $225.3K | — | New |
| Focus Partners Wealth | 6.79K | $220.2K | $9.63K | Added$6.97K |
| PFG Advisors | 6.72K | $217.9K | $9.53K | Cut−$421.8K |
| CWM, LLC | 6.53K | $211.5K | $138.7K | Added$211.4K |
| Equitable Holdings, Inc. | 6.77K | $209.8K | $0 | Held |
| WHITTIER TRUST CO | 5.81K | $190.1K | $9.56K | Added$9.56K |
| Wealth Enhancement Trust Services, Inc. | 5.78K | $187.5K | $8K | Added$12.8K |
| Lodestone Wealth Management LLC | 5.32K | $172.5K | $7.56K | Added$7.56K |
| PNC Financial Services Group, Inc. | 5.3K | $171.8K | $7.53K | Cut−$85.4K |
| Qube Research & Technologies Ltd | 4.92K | $159.6K | $3.97K | Added$73K |
| PRIVATE TRUST CO NA | 4.29K | $138.9K | $5.67K | Added$15.1K |
| Advisory Services Network, LLC | 2.97K | $96.3K | — | New |
| BOK Financial Private Wealth, Inc. | 2.76K | $89.3K | $3.91K | Added$3.91K |
| AE Wealth Management LLC | 2.5K | $81.2K | $3.56K | Added$3.56K |
| VANGUARD ADVISERS INC | 1.83K | $59.4K | — | Held |
| North Star Investment Management Corp. | 1.62K | $52.5K | $2.3K | Added$2.3K |
| Knuff & Co LLC | 1.03K | $33.4K | — | New |
| Red Tortoise LLC | 721 | $23.4K | $1.03K | Added$1.13K |
| Steigerwald, Gordon & Koch Inc. | 709 | $23K | $1.01K | Added$1.04K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 635 | $20.6K | $901 | Added$901 |
| BANK OF MONTREAL /CAN/ | 601 | $19.5K | $853 | Added$853 |
| Steward Partners Investment Advisory, LLC | 564 | $18.3K | $381 | Added$9.97K |
| TSFG, LLC | 558.7K | $18.1K | $675 | Added$3.36K |
| Sound Income Strategies, LLC | 534 | $17.3K | $658 | Added$1.76K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 510 | $16.5K | — | New |
| LGT Financial Advisors LLC | 505 | $16.4K | $717 | Added$531 |
| Cornerstone Financial Management LLC | 504 | $16.3K | $716 | Added$716 |
| KELLEHER FINANCIAL ADVISORS | 552 | $15.9K | — | New |
| Root Financial Partners, LLC | 428 | $13.9K | $607 | Added$390 |
| Janney Montgomery Scott LLC | 382K | $12.4K | $481 | Added$1.88K |
| Larson Financial Group LLC | 321 | $10.4K | $456 | Added$456 |
| Parallel Advisors, LLC | 266 | $8.62K | $378 | Added$378 |
| HARBOUR INVESTMENTS, INC. | 262 | $8.49K | $320 | Added$1.49K |
| White Pine Investment CO | 246.3K | $7.98K | $349 | Added$146 |
| GILL CAPITAL PARTNERS, LLC | 179 | $5.8K | — | New |
| HARBOR INVESTMENT ADVISORY, LLC | 151 | $4.89K | — | New |
| GHP Investment Advisors, Inc. | 148 | $4.8K | — | New |
| SIMPLEX TRADING, LLC | 134 | $4.34K | $46 | Added$3.35K |
| Key Financial Inc | 121 | $3.92K | $172 | Added$172 |
| FLOW TRADERS U.S. LLC | 36.9K | $1.2K | — | New |
| BNP PARIBAS FINANCIAL MARKETS | 26 | $843 | $9 | Added$657 |
| FDx Advisors, Inc. | 12.5K | $404 | $17 | Added$14 |
| Betterment LLC | 7.57K | $245 | — | New |
Who left
- Citadel$3.57M
- Navis Wealth Advisors, LLC$551.6K
- GTS SECURITIES LLC$538.9K
- TBH Global Asset Management, LLC$529.2K
- Focus Partners Advisor Solutions, LLC$307.9K
- Icahn Capital$265.4K
- Kestra Advisory Services, LLC$139.4K
- Arax Advisory Partners$20.8K
- OPTIMA CAPITAL LLC$15.6K
- CSM Advisors, LLC$5.76K
- Smartleaf Asset Management LLC$3.14K
- Capital Analysts, LLC$3
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.