Stock
Reported value
$48.9M
Holders
18
+2 new · −2 exited
Holders’ est. mark
−$2.8M
Price effect on 16 books still in the name
Largest holder
$34.8M
FIRST MERCHANTS CORP
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| FIRST MERCHANTS CORP | 1.51M | $34.8M | −$2.01M | Cut−$1.72M |
| KELLEHER FINANCIAL ADVISORS | 122.8K | $2.82M | −$164.6K | Cut−$425.8K |
| CARRET ASSET MANAGEMENT, LLC | 102.3K | $2.35M | −$137K | Cut−$319.6K |
| Williams Jones Wealth Management, LLC. | 99.3K | $2.28M | −$133.1K | Cut−$404.8K |
| Fairfield Financial Advisors, LTD | 96.5K | $2.22M | −$129.4K | Cut−$167K |
| CENTRAL BANK & TRUST CO | 43K | $986.3K | −$57.6K | Cut−$57.6K |
| Fulton Bank, N.A. | 38.9K | $893.7K | −$52.2K | Cut−$52.2K |
| MOODY LYNN & LIEBERSON, LLC | 25.7K | $590.9K | −$19.7K | Added$233.6K |
| NORTHSTAR ASSET MANAGEMENT Co | 18.8K | $432.5K | −$25.2K | Cut−$25.1K |
| Ethos Financial Group, LLC | 14.2K | $326.3K | −$19K | Cut−$18.5K |
| Arvest Bank Trust Division | 13.8K | $315.8K | — | New |
| NORTH STAR ASSET MANAGEMENT INC | 12.4K | $285.3K | −$16.7K | Cut−$19.4K |
| GREAT LAKES ADVISORS, LLC | 11.3K | $258.8K | −$15.1K | Cut−$15.1K |
| L & S Advisors Inc | 11.2K | $257.9K | −$15K | Cut−$15K |
| Financial Gravity Asset Management, Inc. | 1.95K | $44.7K | −$2.6K | Cut−$2.53K |
| McIlrath & Eck, LLC | 926 | $21.3K | — | New |
| NEVILLE RODIE & SHAW INC | 615.9K | $14.1K | −$825 | Cut−$912 |
| Coston, McIsaac & Partners | 4.43K | $101 | −$6 | Cut−$6 |
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.