Stock
Reported value
$82.2M
Holders
32
+1 new · −2 exited
Holders’ est. mark
−$287.8K
Price effect on 31 books still in the name
Largest holder
$20.7M
NORTHERN TRUST CORP
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $485.6K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| NORTHERN TRUST CORP | 1M | $20.7M | −$62K | Added$2.26M |
| Cornerstone National Bank & Trust Co | 608.9K | $12.6M | −$80.2K | Cut−$1.44M |
| COTTONWOOD CAPITAL ADVISORS, LLC | 378.3K | $7.83M | −$25.1K | Added$349.4K |
| MGO ONE SEVEN LLC | 319.8K | $6.62M | −$21.6K | Added$198.7K |
| MORGAN STANLEY | 313K | $6.48M | −$20.7K | Added$319.6K |
| CreativeOne Wealth, LLC | 294.4K | $6.1M | −$978 | Added$5.8M |
| Boltwood Capital Management | 285.7K | $5.92M | −$19.9K | Cut−$566.4K |
| TITLEIST ASSET MANAGEMENT, LLC | 208.9K | $4.32M | −$14K | Added$163K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 193K | $3.99M | −$16.4K | Cut−$1.89M |
| Sanctuary Advisors, LLC | 69K | $1.43M | −$4.44K | Added$106.4K |
| BANK OF AMERICA CORP /DE/ | 58.7K | $1.21M | −$3.88K | Added$63.1K |
| RAYMOND JAMES FINANCIAL INC | 54.6K | $1.13M | −$3.5K | Added$88.4K |
| Atria Investments, Inc | 33.7K | $697.8K | −$2.29K | Added$7.97K |
| JONES FINANCIAL COMPANIES LLLP | 32.3K | $663.6K | −$6.94K | Cut−$25.8K |
| LPL Financial LLC | 30.7K | $634.8K | −$2.14K | Added$1.18K |
| Citadel | 23.5K | $485.6K | −$1.63K | Cut−$494.5K |
| CoreCap Advisors, LLC | 19.8K | $410K | −$1.38K | Cut−$31.6K |
| LEUTHOLD GROUP, LLC | 13.3K | $275.4K | −$927 | Cut−$927 |
| Investors Research Corp | 9.04K | $187.1K | −$611 | Added$5.1K |
| OSAIC HOLDINGS, INC. | 7.63K | $158.1K | −$562 | Cut−$18.7K |
| NBT BANK N A /NY | 5.05K | $104.7K | −$353 | Cut−$353 |
| Ancora Advisors LLC | 4.23K | $87.6K | −$295 | Cut−$295 |
| Mosley Wealth Management | 2.83K | $59K | — | New |
| WELLS FARGO & COMPANY/MN | 887 | $18.4K | −$63 | Cut−$63 |
| Rockefeller Capital Management L.P. | 830 | $17.2K | −$57 | Added$47 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 718 | $14.9K | −$60 | Cut−$60 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 694 | $14.4K | −$63 | Cut−$7.46K |
| EverSource Wealth Advisors, LLC | 579 | $12K | −$41 | Cut−$41 |
| ROYAL BANK OF CANADA | 528 | $11K | $0 | Held |
| UBS Group AG | 186 | $3.85K | −$13 | Cut−$2.46K |
| CWM, LLC | 108 | $2.24K | $2.23K | Added$2.23K |
| Cambridge Investment Research Advisors, Inc. | 25.9K | $536 | −$2 | Added$115 |
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.