Stock
Reported value
$290.4M
Holders
51
+8 new · −7 exited
Holders’ est. mark
$13.7M
Price effect on 43 books still in the name
Largest holder
$220.3M
NORTHERN TRUST CORP
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 |
|---|---|---|---|---|
| NORTHERN TRUST CORP | 3.28M | $220.3M | $10.5M | Added$20.1M |
| ENVESTNET ASSET MANAGEMENT INC | 270.5K | $18.2M | $836.5K | Added$2.24M |
| Cornerstone National Bank & Trust Co | 201.9K | $13.6M | $757K | Cut−$295.6K |
| MML INVESTORS SERVICES, LLC | 77.3K | $5.2M | $259K | Added$47.7K |
| Citadel | 75.7K | $5.09M | $83.8K | Added$3.49M |
| Sageworth Trust Co | 74.5K | $5.01M | $249.6K | Added$249.6K |
| JANE STREET GROUP, LLC | 74K | $4.97M | $160.8K | Added$1.91M |
| STATE OF WISCONSIN INVESTMENT BOARD | 33.1K | $2.22M | $110.7K | Added$110.7K |
| Trace Wealth Advisors, LLC | 24.4K | $1.64M | $81.7K | Added$81.7K |
| Asset Dedication, LLC | 23.5K | $1.58M | $78.8K | Cut−$21.9K |
| Cetera Investment Advisers | 18.2K | $1.22M | $52.3K | Added$227.6K |
| MORGAN STANLEY | 16.8K | $1.13M | $55.5K | Added$69.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | 15.3K | $1.03M | $51.3K | Cut−$83.3K |
| Wealth Architects, LLC | 13.6K | $916.3K | $45.7K | Added$20.4K |
| Greenspring Advisors, LLC | 11.8K | $796.3K | $39.7K | Cut−$294.6K |
| Discipline Wealth Solutions, LLC | 8.08K | $542.8K | $27K | Added$25.4K |
| Global Assets Advisory, LLC | 44.8K | $521.4K | — | New |
| VestGen Advisors, LLC | 6.44K | $490.7K | — | New |
| Bank of New York Mellon Corp | 6.98K | $469.1K | $23.4K | Added$23.4K |
| WealthPlan Investment Management, LLC | 6.89K | $462.9K | — | New |
| Cambridge Financial Group, LLC | 6.24K | $419.5K | $98.1K | Added$83.4K |
| LPL Financial LLC | 5.85K | $392.9K | $19.6K | Added$9.81K |
| VestGen Investment Management | 5.51K | $370.3K | $17.2K | Added$42.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.28K | $355.1K | $17.7K | Cut−$337K |
| VICTORY FINANCIAL GROUP, LLC | 5.24K | $352.4K | $16.1K | Added$46.1K |
| Corient Private Wealth LLC | 5.04K | $338.9K | $16.9K | Added$16.9K |
| EP Wealth Advisors, LLC | 4.42K | $297.2K | — | New |
| EJMK Ventures LLC | 4.38K | $294.1K | $14.7K | Added$10.8K |
| Efficient Advisors, LLC | 4.08K | $274.1K | $13.6K | Cut−$96.4K |
| Vise Technologies, Inc. | 4.24K | $270.8K | $0 | Held |
| OLD MISSION CAPITAL LLC | 3.44K | $231.5K | $11.5K | Cut−$1.47M |
| SeaCrest Wealth Management, LLC | 3K | $201.5K | — | New |
| BANK OF MONTREAL /CAN/ | 2.54K | $171K | — | New |
| OSAIC HOLDINGS, INC. | 2.47K | $166.1K | $8.28K | Cut−$7.55K |
| CoreCap Advisors, LLC | 2.1K | $141.5K | $5.71K | Added$32.7K |
| AlphaCore Capital LLC | 1.52K | $101.9K | $5.08K | Added$5.08K |
| HARBOUR INVESTMENTS, INC. | 1.41K | $95K | $807 | Added$79.6K |
| Clearstead Advisors, LLC | 1.38K | $92.4K | $4.61K | Added$4.61K |
| NBT BANK N A /NY | 1.11K | $74.7K | $3.72K | Added$3.73K |
| WELLS FARGO & COMPANY/MN | 1.1K | $74.1K | $3.55K | Added$6.31K |
| Allworth Financial LP | 1.04K | $69.9K | $3.48K | Added$3.48K |
| Cherry Tree Wealth Management, LLC | 883 | $59.3K | $2.96K | Added$2.96K |
| GeoWealth Management, LLC | 854 | $57.4K | $2.65K | Added$6.95K |
| HIGHLINE WEALTH PARTNERS LLC | 749 | $50.3K | — | New |
| Larson Financial Group LLC | 384 | $25.8K | $1.29K | Added$1.29K |
| Fidelity | 347 | $23.3K | — | New |
| Cornerstone Planning Group LLC | 200 | $15.2K | $1.03K | Added$1.03K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 170 | $11.4K | $114 | Added$9.25K |
| JONES FINANCIAL COMPANIES LLLP | 76 | $5.01K | $160 | Added$160 |
| IFP Advisors, Inc | 47 | $3.16K | $158 | Added$158 |
| First PREMIER Bank | 9.67K | $650 | $33 | Added$33 |
Who left
- BOKF, NA$137.7K
- BANK OF AMERICA CORP /DE/$117.5K
- Kestra Advisory Services, LLC$105.5K
- BLAIR WILLIAM & CO/IL$26.2K
- MARQUETTE ASSOCIATES, INC.$13.2K
- UBS Group AG$5.24K
- Wealth Watch Advisors, INC$4.6K
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.