Stock
Reported value
$313.6M
Holders
49
+5 new · −4 exited
Holders’ est. mark
$4.64M
Price effect on 44 books still in the name
Largest holder
$232.9M
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 | 3.9M | $232.9M | $3.44M | Added$4.95M |
| ESL Trust Services, LLC | 609.4K | $36.4M | $541.2K | Added$541.2K |
| Dynamic Advisor Solutions LLC | 157.2K | $9.39M | $139.6K | Cut−$27.9K |
| Boltwood Capital Management | 83.6K | $5M | $72.4K | Added$197.2K |
| Cornerstone National Bank & Trust Co | 68.2K | $4.12M | $105.9K | Cut−$641.5K |
| Wealthspire Retirement, LLC | 51.7K | $3.09M | $38.8K | Added$512.2K |
| Missouri Trust & Investment Co | 48.5K | $2.9M | $43.1K | Added$26K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 34.9K | $2.09M | $28.4K | Added$204K |
| ENVESTNET ASSET MANAGEMENT INC | 33.4K | $1.99M | $29.6K | Cut−$426.4K |
| BANK OF AMERICA CORP /DE/ | 31.2K | $1.86M | $26.5K | Added$107K |
| Cetera Investment Advisers | 26K | $1.56M | $23.1K | Added$26.3K |
| Fermata Advisors, LLC | 20.8K | $1.24M | $18.4K | Added$9.02K |
| STUDIO INVESTMENT MANAGEMENT LLC | 19.7K | $1.18M | $17.5K | Added$2.05K |
| JANE STREET GROUP, LLC | 18K | $1.07M | $9.66K | Added$432.8K |
| Corient Private Wealth LLC | 17.4K | $1.04M | $15.4K | Cut−$26.4K |
| PFG Advisors | 15K | $896.1K | $13.3K | Cut−$1.53M |
| NBT BANK N A /NY | 14.9K | $889.4K | $14.3K | Cut−$238.4K |
| LPL Financial LLC | 13K | $773.9K | $11.5K | Cut−$4.41K |
| PARK NATIONAL CORP /OH/ | 11.9K | $711.4K | $10.6K | Added$6.22K |
| MML INVESTORS SERVICES, LLC | 10.7K | $639.1K | $8.56K | Added$72.5K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 9.26K | $589.3K | — | New |
| STIFEL FINANCIAL CORP | 8.52K | $508.8K | $7.56K | Added$7.56K |
| Farther Finance Advisors, LLC | 8.18K | $494.4K | $573 | Added$472.6K |
| MORGAN STANLEY | 7.12K | $425.4K | $6.32K | Cut−$62.3K |
| VestGen Advisors, LLC | 5K | $324.5K | — | New |
| Citadel | 4.96K | $296.4K | $4.41K | Cut−$1.05M |
| VestGen Investment Management | 4.24K | $253.6K | $3.77K | Cut−$80.3K |
| GOLDMAN SACHS GROUP INC | 3.84K | $229.6K | $3.37K | Added$6.12K |
| CITIGROUP INC | 2.41K | $143.8K | $2.02K | Added$10.1K |
| ASSETMARK, INC | 2.24K | $133.8K | $1.89K | Added$8.7K |
| Allworth Financial LP | 2.1K | $125.5K | $1.87K | Added$1.87K |
| UBS Group AG | 1.57K | $93.8K | $1.39K | Added$1.39K |
| ELEVATION WEALTH PARTNERS, LLC | 657 | $39.2K | $550 | Added$610 |
| Golden State Wealth Management, LLC | 539 | $32.2K | $479 | Added$479 |
| OSAIC HOLDINGS, INC. | 451 | $27K | $360 | Cut−$12.8K |
| BANK OF MONTREAL /CAN/ | 415 | $24.8K | $408 | Cut−$4.36K |
| Parallel Advisors, LLC | 326 | $19.5K | — | New |
| Smartleaf Asset Management LLC | 271 | $15.9K | −$107 | Cut−$107 |
| HUNTINGTON NATIONAL BANK | 252 | $15.1K | $224 | Added$224 |
| Fidelity | 252 | $15K | $71 | Added$8.19K |
| Western Wealth Management, LLC | 218 | $13K | — | New |
| SHP Wealth Management | 182 | $10.9K | $176 | Added$176 |
| HARBOUR INVESTMENTS, INC. | 156 | $9.32K | $25 | Added$7.67K |
| CoreCap Advisors, LLC | 120 | $7.17K | $99 | Added$637 |
| ROYAL BANK OF CANADA | 91 | $5K | −$353 | Cut−$7K |
| WELLS FARGO & COMPANY/MN | 79 | $4.73K | $61 | Added$61 |
| Root Financial Partners, LLC | 70 | $4.18K | — | New |
| FLOW TRADERS U.S. LLC | 13K | $776 | $12 | Cut−$356 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | $239 | $4 | Added$4 |
Who left
- OLD MISSION CAPITAL LLC$656.5K
- Diversify Advisory Services, LLC$569.1K
- SEVEN MILE ADVISORY$219K
- Hills Bank & Trust Co$150.3K
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.