Stock
Reported value
$561.4M
Holders
35
+6 new · −3 exited
Holders’ est. mark
−$28.1M
Price effect on 28 books still in the name
Largest holder
$491.2M
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. | 7.82M | $491.2M | −$25.3M | Cut−$36.6M |
| Vident Advisory, LLC | 822.9K | $51.7M | −$2.66M | Cut−$4.5M |
| GOLDMAN SACHS GROUP INC | 100K | $6.28M | −$323K | Cut−$1.73M |
| OSAIC HOLDINGS, INC. | 33.3K | $2.09M | −$107.7K | Cut−$471K |
| Citadel | 21.5K | $1.35M | −$10.9K | Added$1.13M |
| Ethos Capital Management, Inc. | 15.4K | $966.2K | −$49.7K | Cut−$323.8K |
| WILLNER & HELLER, LLC | 13.9K | $872.1K | −$44.2K | Cut−$31.9K |
| Strategic Blueprint, LLC | 13.1K | $820.1K | −$40.8K | Cut−$13.7K |
| LPL Financial LLC | 11.7K | $733.9K | −$34.6K | Added$26.6K |
| LaSalle St. Investment Advisors, LLC | 8.65K | $543.2K | $542.7K | Added$542.7K |
| JPMORGAN CHASE & CO | 8.4K | $514K | — | New |
| JANE STREET GROUP, LLC | 7.08K | $444.8K | — | New |
| Summit Investment Advisory Services, LLC | 6.64K | $417.3K | −$21.4K | Cut−$21K |
| COMMONWEALTH EQUITY SERVICES, LLC | 6.38K | $400.6K | −$20.6K | Cut−$20.2K |
| MERCER GLOBAL ADVISORS INC /ADV | 6.35K | $398.7K | −$20.5K | Cut−$460.9K |
| SAPIENT CAPITAL LLC | 5.53K | $347.5K | −$20.8K | Cut−$529.5K |
| Cetera Investment Advisers | 5.03K | $316.2K | −$16.3K | Cut−$16.1K |
| TrustWell Financial Advisors, LLC | 4.73K | $297.3K | −$15.1K | Cut−$11.7K |
| ROYAL BANK OF CANADA | 4.41K | $277K | −$14K | Cut−$14K |
| OneAscent Financial Services LLC | 3.85K | $242K | — | New |
| GTS SECURITIES LLC | 3.46K | $217.2K | — | New |
| Fidelity | 3.25K | $204.4K | −$10.4K | Cut−$6.71K |
| Stewardship Advisors, LLC | 3.2K | $201.1K | −$10.3K | Cut−$11.1K |
| MAI Capital Management | 2.69K | $169.1K | −$8.69K | Cut−$8.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.68K | $168.2K | −$8.64K | Cut−$8.51K |
| Nova Wealth Management, Inc. | 1.48K | $92.6K | −$4.76K | Cut−$35.9K |
| Private Wealth Management Group, LLC | 1.1K | $69.4K | −$3.57K | Cut−$3.57K |
| CWM, LLC | 720 | $45.2K | $45.2K | Added$45.2K |
| ASSETMARK, INC | 478 | $30K | — | New |
| MORGAN STANLEY | 266 | $16.7K | −$860 | Cut−$70.7K |
| EverSource Wealth Advisors, LLC | 265 | $16.6K | −$856 | Cut−$856 |
| UBS Group AG | 231 | $14.5K | — | New |
| 4Thought Financial Group Inc. | 202 | $12.7K | −$648 | Cut−$460 |
| Keating Financial Advisory Services, Inc. | 46 | $2.89K | −$149 | Cut−$149 |
| WELLS FARGO & COMPANY/MN | 0 | $3 | — | Cut−$19 |
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.