Stock
Reported value
$793.2M
Holders
80
+12 new · −7 exited
Holders’ est. mark
$4.34M
Price effect on 68 books still in the name
Largest holder
$419.2M
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 | 17.4M | $419.2M | $2.51M | Added$3.67M |
| Blue Trust, Inc. | 3.67M | $88.5M | $532K | Cut−$734.5K |
| Wealth Architects, LLC | 3.12M | $75.1M | $433.7K | Added$3.43M |
| Archvest Wealth Advisors, Inc. | 1.62M | $38.9M | $234.2K | Cut−$348.2K |
| Cheviot Value Management, LLC | 1.36M | $32.9M | $58.1K | Added$1.8M |
| Chandler Asset Management, Inc. | 1.09M | $26.3M | — | New |
| AMERIPRISE FINANCIAL INC | 794.1K | $19.1M | $115.1K | Added$563.9K |
| Bank of New York Mellon Corp | 463.9K | $11.2M | $47K | Added$3.41M |
| UBS Group AG | 402.5K | $9.7M | $51.5K | Added$1.19M |
| Cetera Investment Advisers | 272.3K | $6.57M | $35.6K | Added$679.4K |
| COURIER CAPITAL LLC | 253.3K | $6.11M | $34.6K | Added$384.9K |
| Vident Advisory, LLC | 215.1K | $5.19M | $15.8K | Added$2.56M |
| MORGAN STANLEY | 213.8K | $5.15M | $27.5K | Added$615.6K |
| Kendall Capital Management | 193.7K | $4.67M | $26.7K | Added$251.7K |
| WELLS FARGO & COMPANY/MN | 170.8K | $4.12M | $18.6K | Added$1.04M |
| SIMON QUICK ADVISORS, LLC | 148.1K | $3.57M | $21.5K | Added$21.5K |
| LPL Financial LLC | 131.2K | $3.16M | $19K | Cut−$500.2K |
| Tower Research Capital LLC (TRC) | 116.1K | $2.8M | — | New |
| BANK OF AMERICA CORP /DE/ | 112K | $2.7M | $16.1K | Added$43.4K |
| Rockefeller Capital Management L.P. | 93.8K | $2.26M | $13.6K | Cut−$12.1K |
| BFSG, LLC | 84.2K | $2.03M | $11.6K | Added$111.4K |
| Yoder Wealth Management, Inc. | 84K | $2.03M | $12.2K | Cut−$16.6K |
| Urban Wealth Management, LLC | 79.2K | $1.91M | $11.5K | Cut−$79.4K |
| GOLDMAN SACHS GROUP INC | 76.6K | $1.85M | $11.1K | Cut−$221.1K |
| Chesapeake Wealth Management | 67.3K | $1.62M | $8.95K | Added$142.6K |
| Stratos Investment Management, LLC | 46.4K | $1.12M | $6.45K | Added$52.5K |
| TIEMANN INVESTMENT ADVISORS, LLC | 41.5K | $999.5K | $5.77K | Added$45.6K |
| OneDigital Investment Advisors LLC | 41.4K | $997.2K | $5.99K | Cut−$91.9K |
| Valmark Advisers, Inc. | 38K | $917.1K | $5.31K | Added$38.7K |
| Bell Investment Advisors, Inc | 36.2K | $871.8K | $5.24K | Cut−$4.15K |
| Lynx Investment Advisory | 33K | $795.3K | — | New |
| Citadel | 33K | $794.4K | $2.15K | Added$439.4K |
| Empirical Asset Management, LLC | 31.2K | $751.1K | $4.37K | Added$29K |
| ENVESTNET ASSET MANAGEMENT INC | 27K | $650K | $2.98K | Added$156.6K |
| OSAIC HOLDINGS, INC. | 26.6K | $640.7K | $3.76K | Cut−$44.5K |
| JANE STREET GROUP, LLC | 26.3K | $634.7K | $2.81K | Added$169.8K |
| JPMORGAN CHASE & CO | 24.8K | $597.3K | $11 | Added$595.3K |
| Equitable Holdings, Inc. | 21.3K | $509.8K | −$0 | Added$7.26K |
| MML INVESTORS SERVICES, LLC | 19.6K | $473.8K | $1.96K | Added$149.7K |
| Regal Investment Advisors LLC | 19.6K | $472.2K | $2.84K | Cut−$15.2K |
| CLG LLC | 18.6K | $447.5K | $2.67K | Added$6.48K |
| RFG Advisory, LLC | 17.9K | $432.5K | — | New |
| RAYMOND JAMES FINANCIAL INC | 17.7K | $426.2K | $2.56K | Cut−$85.2K |
| VeraBank, N.A. | 16.9K | $407.9K | $2.45K | Added$1.18K |
| COMMONWEALTH EQUITY SERVICES, LLC | 15.8K | $381.1K | $2.31K | Cut−$17K |
| HighTower Advisors, LLC | 14K | $337.6K | — | New |
| Clearstead Advisors, LLC | 13.8K | $333K | $2K | Added$2K |
| JONES FINANCIAL COMPANIES LLLP | 12.9K | $308.8K | $50 | Added$67.5K |
| FIFTH THIRD BANCORP | 11.7K | $281.1K | — | New |
| Alamar Capital Management, LLC | 10.5K | $254.2K | $1.53K | Added$1.53K |
| ROYAL BANK OF CANADA | 10.3K | $248K | $1.18K | Cut−$553K |
| Shared Vision Wealth Group LLC | 9.71K | $234.1K | $874 | Added$874 |
| CAMBIENT FAMILY OFFICE, LLC | 9.54K | $230.1K | $751 | Added$106K |
| Kestra Advisory Services, LLC | 8.71K | $210.1K | $1.2K | Added$11K |
| Investors Research Corp | 7.71K | $185.8K | $1.08K | Added$6.77K |
| Advisory Services Network, LLC | 7.65K | $184.5K | — | New |
| Rock Creek Group, LP | 4.11K | $99.1K | $596 | Added$596 |
| Capital Analysts, LLC | 2.97M | $71.6K | $397 | Added$6.09K |
| AE Wealth Management LLC | 1.95K | $47.1K | $283 | Cut−$22.7K |
| MAI Capital Management | 1.88K | $45.3K | $272 | Added$272 |
| FRANKLIN RESOURCES INC | 1.02K | $24.7K | $149 | Added$149 |
| HARBOUR INVESTMENTS, INC. | 1.02K | $24.5K | $148 | Cut−$7.52K |
| ROTHSCHILD INVESTMENT LLC | 1K | $24.1K | — | New |
| BANK OF MONTREAL /CAN/ | 1K | $24.1K | $145 | Cut−$10.1K |
| Fidelity | 969 | $23.4K | $107 | Added$6.74K |
| Joseph Group Capital Management | 585 | $14.1K | $33 | Added$8.71K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 394 | $9.5K | — | New |
| Colonial Trust Co / SC | 363 | $8.75K | $53 | Cut−$810 |
| Mosley Wealth Management | 355 | $8.62K | — | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 287 | $6.92K | $42 | Added$42 |
| Federation des caisses Desjardins du Quebec | 280 | $6.75K | $41 | Added$41 |
| Smartleaf Asset Management LLC | 200 | $4.82K | — | New |
| Torren Management, LLC | 171 | $4.12K | $25 | Cut−$5.94K |
| ASSETMARK, INC | 158 | $3.81K | $23 | Cut−$3.57K |
| Cambridge Investment Research Advisors, Inc. | 51.3K | $1.24K | $6 | Added$268 |
| Thrivent Financial for Lutherans | 48.8K | $1.18K | $6 | Added$54 |
| FLOW TRADERS U.S. LLC | 45.1K | $1.09K | $5 | Added$270 |
| BNP PARIBAS FINANCIAL MARKETS | 35 | $844 | — | New |
| Betterment LLC | 9.55K | $230 | $1 | Cut−$17 |
| BESSEMER GROUP INC | 292 | $7 | $0 | Held |
Who left
- IFG Advisory, LLC$5.43M
- KMT WEALTH MANAGEMENT, LLC$316.7K
- Glassman Wealth Services$80.3K
- NewEdge Advisors, LLC$22.5K
- Greenline Wealth Management LLC$20.8K
- Kentucky Trust Co$9.59K
- Garner Asset Management Corp$336
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.