Stock
Reported value
$591.1M
Holders
66
+11 new · −7 exited
Holders’ est. mark
−$5.85M
Price effect on 54 books still in the name
Largest holder
$232.2M
NORTHERN TRUST CORP
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $926.6K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| NORTHERN TRUST CORP | 4.78M | $232.2M | −$2.22M | Added$16.1M |
| Cerity Partners LLC | 2.37M | $115.3M | −$1.13M | Added$4.87M |
| AE Wealth Management LLC | 1.37M | $66.5M | −$636.1K | Added$4.6M |
| MORGAN STANLEY | 966.9K | $47M | −$425.7K | Added$5.6M |
| Cornerstone National Bank & Trust Co | 360.5K | $17.5M | −$237.9K | Cut−$1.9M |
| Harbour Trust & Investment Management Co | 308.7K | $15M | −$155.9K | Cut−$277.5K |
| Anderson Financial Strategies, LLC | 225K | $10.9M | −$142.7K | Added$209.3K |
| Finward Bancorp | 165.5K | $8.05M | −$73.5K | Added$897.9K |
| LPL Financial LLC | 162.8K | $7.92M | −$66.3K | Added$1.47M |
| Pinnacle Financial Partners, Inc. | 141.3K | $6.87M | −$53.7K | Added$1.65M |
| COMMONWEALTH EQUITY SERVICES, LLC | 123.8K | $6.02M | −$15.2K | Added$4.53M |
| Herold Advisors, Inc. | 98.2K | $4.77M | −$42.2K | Added$667K |
| STIFEL FINANCIAL CORP | 95.9K | $4.66M | −$48.4K | Cut−$124.5K |
| BANK OF AMERICA CORP /DE/ | 90.4K | $4.4M | −$42.5K | Added$264.5K |
| Boltwood Capital Management | 76.6K | $3.72M | −$38.7K | Cut−$172.3K |
| ENVESTNET ASSET MANAGEMENT INC | 71.7K | $3.49M | −$32.5K | Added$320.3K |
| JANE STREET GROUP, LLC | 67.5K | $3.28M | — | New |
| RAYMOND JAMES FINANCIAL INC | 57.3K | $2.79M | −$2.92K | Added$2.5M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 56.2K | $2.73M | −$28.4K | Cut−$273K |
| COTTONWOOD CAPITAL ADVISORS, LLC | 48.4K | $2.35M | −$21.4K | Added$277K |
| Triad Wealth Partners, LLC | 42.6K | $2.07M | −$14.3K | Added$679.5K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 41.9K | $2.04M | −$21.2K | Cut−$61.6K |
| Independent Advisor Alliance | 38.7K | $1.88M | −$19.5K | Cut−$20.2K |
| Trilogy Capital Inc. | 37.3K | $1.81M | −$18.8K | Cut−$103.4K |
| World Investment Advisors | 24.4K | $1.19M | −$2.37K | Added$957.9K |
| RAINIER FAMILY WEALTH INC | 23.8K | $1.16M | −$9.91K | Added$191.3K |
| Elevated Capital Advisors, LLC | 22.8K | $1.11M | −$7.64K | Added$365.9K |
| Invst, LLC | 20.3K | $987K | −$10.3K | Cut−$403.5K |
| MML INVESTORS SERVICES, LLC | 20.3K | $986.8K | −$9.37K | Added$72.6K |
| Savvy Advisors, Inc. | 20.1K | $976.6K | −$9.54K | Added$49K |
| Advisory Alpha, LLC | 19.3K | $938.1K | −$8.49K | Added$110.3K |
| Cetera Investment Advisers | 19.1K | $926.6K | −$7.49K | Added$199.3K |
| Citadel | 19.1K | $926.6K | −$2.44K | Added$689.2K |
| Cherry Tree Wealth Management, LLC | 17.3K | $843.2K | −$8.76K | Cut−$106.5K |
| WealthCare Investment Partners, LLC | 16.3K | $791.4K | −$9.7K | Cut−$92.3K |
| CoreCap Advisors, LLC | 14.1K | $687.3K | −$7.14K | Cut−$54.4K |
| VestGen Investment Management | 14K | $682.5K | −$6.34K | Added$65.4K |
| VestGen Advisors, LLC | 13.9K | $675.8K | — | New |
| CAP Partners, LLC | 13.3K | $644.4K | −$6.68K | Cut−$12.5K |
| Elevated Financial Group LLC | 12.2K | $591.4K | −$6.14K | Cut−$9.88K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11K | $534.3K | −$5.53K | Cut−$106.6K |
| Premier Private Wealth Management LLC | 10.5K | $508.1K | — | New |
| Fiduciary Alliance LLC | 9.06K | $442.4K | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.24K | $400.6K | — | New |
| ROYAL BANK OF CANADA | 7.86K | $382K | −$4.05K | Cut−$42K |
| Creative Planning | 5.19K | $252.4K | −$2.64K | Cut−$2.54K |
| Focus Partners Wealth | 4.75K | $230.8K | −$2.4K | Cut−$36.8K |
| Atria Investments, Inc | 4.61K | $224.1K | — | New |
| First Heartland Consultants, Inc. | 4.36K | $211.8K | — | New |
| OSAIC HOLDINGS, INC. | 2.71K | $132K | −$1.11K | Added$23.7K |
| CITIGROUP INC | 2.09K | $101.6K | −$1.06K | Cut−$1.05K |
| Birchwood Financial Partners, Inc. | 1.8K | $87.5K | −$909 | Cut−$909 |
| Geneos Wealth Management Inc. | 1.74K | $84.7K | −$870 | Cut−$238 |
| PNC Financial Services Group, Inc. | 1.1K | $53.3K | — | New |
| Western Wealth Management, LLC | 1.09K | $53.2K | — | New |
| Quest 10 Wealth Builders, Inc. | 477 | $23.2K | −$11 | Added$22.2K |
| Parallel Advisors, LLC | 356 | $17.3K | — | New |
| Golden State Wealth Management, LLC | 321 | $15.6K | −$162 | Cut−$162 |
| Rossby Financial, LCC | 242 | $11.7K | −$159 | Cut−$159 |
| HORIZON BANCORP INC /IN/ | 179.9K | $8.75K | −$85 | Added$443 |
| WELLS FARGO & COMPANY/MN | 165 | $8.04K | −$49 | Cut−$785 |
| JPMORGAN CHASE & CO | 117 | $5.67K | — | New |
| NewEdge Advisors, LLC | 4.63K | $4.63K | −$223K | Cut−$223K |
| Cambridge Investment Research Advisors, Inc. | 86.7K | $4.22K | −$30 | Added$1.33K |
| VANGUARD ADVISERS INC | 63 | $3.06K | — | Held |
| UBS Group AG | 9 | $438 | −$4 | Cut−$32K |
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.