Stock
Reported value
$379.8M
Holders
30
+5 new · −6 exited
Holders’ est. mark
$25M
Price effect on 24 books still in the name
Largest holder
$348.5M
Blue Trust, Inc.
Notable conviction
Share of each notable manager’s 13F book.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Blue Trust, Inc. | 9.65M | $348.5M | $23.3M | Added$8.55M |
| Vident Advisory, LLC | 488.1K | $17.6M | $1.18M | Added$624.3K |
| JANE STREET GROUP, LLC | 108.1K | $3.91M | $163.5K | Added$1.62M |
| WorthPointe, LLC | 36.5K | $1.32M | $87.9K | Cut−$470K |
| SAPIENT CAPITAL LLC | 35.3K | $1.27M | $76.6K | Added$76.6K |
| Compound Planning, Inc. | 29.9K | $1.08M | — | New |
| JONES FINANCIAL COMPANIES LLLP | 29.5K | $1.04M | $37.5K | Added$138.8K |
| Strategic Blueprint, LLC | 22.6K | $818.1K | $54.6K | Added$47.8K |
| Citadel | 16.9K | $609.9K | $40.7K | Cut−$316.7K |
| Farther Finance Advisors, LLC | 16.2K | $589K | — | New |
| LPL Financial LLC | 14.8K | $536.2K | $30K | Added$116.7K |
| TrustWell Financial Advisors, LLC | 12K | $432.9K | $28.9K | Added$671 |
| OneAscent Financial Services LLC | 9.48K | $342.5K | — | New |
| Summit Investment Advisory Services, LLC | 8.63K | $311.9K | $20.8K | Added$21.3K |
| MERCER GLOBAL ADVISORS INC /ADV | 7.73K | $279.3K | $18.6K | Cut−$252K |
| Virginia Estate & Retirement Planning Advisors Inc. | 8.86K | $267.7K | — | Held |
| Insight Wealth Partners, LLC | 6.24K | $225.3K | $14.9K | Added$17.4K |
| MAI Capital Management | 5.87K | $212.2K | $14.2K | Added$14.2K |
| Fidelity | 3.47K | $125.4K | $8.35K | Added$5.59K |
| MORGAN STANLEY | 2.54K | $91.6K | $858 | Added$79.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.15K | $77.8K | — | New |
| ROYAL BANK OF CANADA | 1.36K | $49K | $3K | Added$3K |
| ASSETMARK, INC | 763 | $27.6K | — | New |
| OSAIC HOLDINGS, INC. | 283 | $10.2K | $330 | Added$5.6K |
| Clarity Asset Management, Inc. | 223 | $8.05K | $550 | Added$550 |
| BANK OF MONTREAL /CAN/ | 122 | $4.41K | $294 | Added$294 |
| FLOW TRADERS U.S. LLC | 38.7K | $1.4K | $93 | Cut−$1.59K |
| EverSource Wealth Advisors, LLC | 16 | $578 | $39 | Added$39 |
| Inspire Investing, LLC | 1 | $35 | $3 | Added$3 |
| WELLS FARGO & COMPANY/MN | 1 | $34 | $5 | Added$5 |
Who left
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$601.9K
- Camelot Portfolios, LLC$254.5K
- Kestra Advisory Services, LLC$25.3K
- UBS Group AG$3.24K
- Garner Asset Management Corp$1.11K
- HRT FINANCIAL LP$251
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.