Stock
Reported value
$486.3M
Holders
21
+5 new · −4 exited
Holders’ est. mark
−$8.45M
Price effect on 15 books still in the name
Largest holder
$474.1M
Blue Trust, Inc.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Blue Trust, Inc. | 10.9M | $474.1M | −$8.34M | Added$3.67M |
| Vident Advisory, LLC | 74.4K | $3.23M | −$16.2K | Added$2.32M |
| JANE STREET GROUP, LLC | 46.7K | $2.03M | — | New |
| WorthPointe, LLC | 45.2K | $1.96M | −$32.4K | Added$132.7K |
| TrueWealth Advisors, LLC | 30.3K | $1.31M | — | New |
| Insight Wealth Partners, LLC | 20.4K | $885.1K | −$15.5K | Added$7.92K |
| Hyundai Investments Co., Ltd. | 10.2K | $441.3K | −$7.49K | Cut−$106.6K |
| 5T Wealth, LLC | 9.82K | $426K | −$6.59K | Added$54K |
| JPMORGAN CHASE & CO | 9.82K | $425.4K | −$6.68K | Added$74.4K |
| HighTower Advisors, LLC | 8.44K | $366.1K | −$6.39K | Added$5.5K |
| Strategic Blueprint, LLC | 7.09K | $307.8K | −$5.31K | Added$8.31K |
| Crumly & Associates Inc. | 6.61K | $286.7K | −$5.17K | Cut−$5.17K |
| Stewardship Advisors, LLC | 4.92K | $213.6K | −$3.85K | Cut−$3.85K |
| Farther Finance Advisors, LLC | 3.13K | $136.1K | — | New |
| FIFTH THIRD BANCORP | 2.06K | $89.2K | — | New |
| Colonial Trust Co / SC | 1.28K | $55.4K | −$1,000 | Cut−$1K |
| MORGAN STANLEY | 849 | $36.9K | −$19 | Added$36.8K |
| MAI Capital Management | 839 | $36.4K | −$657 | Cut−$657 |
| OSAIC HOLDINGS, INC. | 108 | $4.69K | −$83 | Cut−$1.05K |
| HRT FINANCIAL LP | 4.81K | $208 | — | New |
| Inspire Investing, LLC | 0 | $2 | — | Held |
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.