Stock
Reported value
$381.5M
Holders
89
+3 new · −10 exited
Holders’ est. mark
−$5.3M
Price effect on 85 books still in the name
Largest holder
$272.6M
NORTHERN TRUST CORP
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $771.3K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| NORTHERN TRUST CORP | 3.42M | $272.6M | −$3.83M | Added$535.7K |
| LPL Financial LLC | 180.8K | $14.4M | −$200.2K | Added$217.9K |
| BANK OF AMERICA CORP /DE/ | 91.4K | $7.3M | −$95K | Added$545.4K |
| RAYMOND JAMES FINANCIAL INC | 91K | $7.26M | −$80.8K | Added$1.52M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 82.1K | $6.55M | −$76.4K | Added$1.13M |
| RVW Wealth, LLC | 80.7K | $6.44M | −$91.9K | Cut−$711.3K |
| Sloy Dahl & Holst, LLC | 72.2K | $5.76M | −$80.5K | Added$43.3K |
| MORGAN STANLEY | 69K | $5.5M | −$78.7K | Cut−$131.3K |
| Texas Capital Bank Wealth Management Services Inc | 34.1K | $2.72M | −$38.8K | Cut−$151K |
| Creative Planning | 30K | $2.39M | −$34.2K | Cut−$34.2K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 25.2K | $2.01M | −$28.7K | Cut−$526.6K |
| L & S Advisors Inc | 24.5K | $1.96M | −$27.9K | Cut−$24.7K |
| ROYAL BANK OF CANADA | 23.7K | $1.89M | −$25.9K | Added$2K |
| AMERIPRISE FINANCIAL INC | 23.6K | $1.88M | −$27.2K | Cut−$1.85M |
| WT Wealth Management | 19.7K | $1.58M | −$22.5K | Cut−$63.1K |
| MML INVESTORS SERVICES, LLC | 19.3K | $1.54M | −$21.9K | Cut−$1.74M |
| RIK SAYLOR FINANCIAL, INC. | 19.2K | $1.53M | −$21.9K | Cut−$26K |
| Cetera Investment Advisers | 19.1K | $1.53M | −$21.7K | Cut−$8.25K |
| BLAIR WILLIAM & CO/IL | 18.2K | $1.45M | −$20.7K | Cut−$39.1K |
| Anson Capital, Inc. | 18K | $1.44M | −$19.1K | Added$81.2K |
| JPMORGAN CHASE & CO | 16.8K | $1.32M | −$46.3K | Cut−$45.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | 16.2K | $1.3M | −$18.5K | Cut−$422.1K |
| SCS Capital Management LLC | 16.1K | $1.28M | −$16.9K | Added$84.3K |
| REDW Wealth LLC | 16K | $1.28M | −$18.2K | Cut−$15.3K |
| GREENLEAF TRUST | 15.3K | $1.22M | −$17.4K | Cut−$17.4K |
| CITIGROUP INC | 13.7K | $1.09M | −$3.02K | Added$879.9K |
| Kestra Advisory Services, LLC | 13.7K | $1.09M | −$12K | Added$231.2K |
| GOLDMAN SACHS GROUP INC | 13.5K | $1.08M | −$15.3K | Cut−$9.39K |
| COURIER CAPITAL LLC | 13.1K | $1.04M | −$14.9K | Cut−$42.4K |
| PACIFIC SUN FINANCIAL CORP | 12.6K | $1.01M | −$14.3K | Cut−$5.5K |
| J.W. COLE ADVISORS, INC. | 12.3K | $979.7K | $3.37K | Cut−$40.1K |
| CAMBIENT FAMILY OFFICE, LLC | 11.6K | $926.9K | −$9.07K | Added$284.4K |
| BEAM WEALTH ADVISORS, INC. | 11.6K | $926.2K | −$13.1K | Cut−$5.86K |
| Kaydan Wealth Management, Inc. | 11.5K | $920.2K | −$13.1K | Cut−$9.26K |
| Wealthcare Advisory Partners LLC | 11.3K | $904.7K | −$13K | Cut−$16.5K |
| SIMON QUICK ADVISORS, LLC | 9.87K | $787.9K | −$11.3K | Cut−$11.3K |
| Fidelity | 9.66K | $771.3K | −$11K | Cut−$91.2K |
| Cedar Wealth Management, LLC | 9.58K | $764.4K | −$10.9K | Cut−$10.9K |
| JONES FINANCIAL COMPANIES LLLP | 9.06K | $708.6K | −$15.7K | Added$240.9K |
| Equitable Holdings, Inc. | 8.76K | $707.1K | −$1.7K | Cut−$40.6K |
| STIFEL FINANCIAL CORP | 8.34K | $665.4K | −$9.5K | Cut−$121.9K |
| UBS Group AG | 8.01K | $639K | −$9.13K | Cut−$14.2K |
| Quantinno Capital Management LP | 7.71K | $615.5K | −$8.79K | Cut−$54.9K |
| Herold Advisors, Inc. | 7.37K | $588.6K | −$8.4K | Cut−$170.3K |
| Grove Bank & Trust | 7.37K | $588.1K | −$8.4K | Cut−$8.4K |
| ENVESTNET ASSET MANAGEMENT INC | 7.32K | $584.2K | −$7.21K | Added$71.7K |
| Stratos Wealth Partners, LTD. | 7.01K | $559.8K | −$7.16K | Added$49.2K |
| MONECO ADVISORS, LLC | 7K | $558.7K | −$7.98K | Cut−$7.98K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.93K | $473K | −$6.76K | Cut−$965.6K |
| Ameritas Advisory Services, LLC | 5.92K | $472.3K | −$6.74K | Cut−$6.34K |
| NAPLES GLOBAL ADVISORS, LLC | 5.9K | $471.3K | −$6.73K | Cut−$6.73K |
| OSAIC HOLDINGS, INC. | 5.75K | $458.9K | −$6.34K | Added$8.58K |
| Ledyard National Bank | 5.5K | $439.2K | −$6.27K | Cut−$9.67K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5.26K | $420.2K | −$5.96K | Cut−$13.7K |
| Perigon Wealth Management, LLC | 5.12K | $409K | −$3.4K | Added$167.5K |
| Cresset Asset Management, LLC | 5K | $398.8K | −$5.7K | Cut−$5.7K |
| White Knight Strategic Wealth Advisors, LLC | 4.24K | $338.3K | −$4.83K | Cut−$14K |
| SUMMIT WEALTH GROUP LLC / CO | 4.07K | $324.6K | — | New |
| Prospera Financial Services Inc | 4.01K | $320.2K | −$4.57K | Cut−$4.57K |
| Rossmore Private Capital | 4K | $319.3K | −$4.56K | Cut−$12.7K |
| BANK OF MONTREAL /CAN/ | 3.92K | $313K | −$4.47K | Cut−$4.47K |
| World Investment Advisors | 3.89K | $310.7K | −$4.44K | Cut−$4.44K |
| HARBOUR INVESTMENTS, INC. | 3.84K | $306.5K | −$3.29K | Added$72.6K |
| Red Tortoise LLC | 3.78K | $301.6K | −$4.33K | Cut−$3.54K |
| NorthRock Partners, LLC | 3.66K | $292.1K | −$3.17K | Added$67.2K |
| ROBERTS GLORE & CO INC /IL/ | 3.5K | $279.4K | −$3.99K | Cut−$3.99K |
| Concurrent Investment Advisors, LLC | 3.45K | $275.5K | −$3.95K | Cut−$3.23K |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 3.41K | $272.1K | −$3.89K | Cut−$3.89K |
| Investors Research Corp | 3.23K | $257.7K | −$3.6K | Added$1.74K |
| Farther Finance Advisors, LLC | 3.09K | $247.5K | −$2.62K | Cut−$3.19K |
| WEST BANCORPORATION INC | 2.66K | $212.6K | −$3.04K | Cut−$3.04K |
| Tower Research Capital LLC (TRC) | 2.06K | $164.4K | — | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.04K | $163.2K | −$2.01K | Added$20.1K |
| US BANCORP \DE\ | 1.7K | $135.7K | −$1.94K | Cut−$5.99K |
| PNC Financial Services Group, Inc. | 1.05K | $83.7K | −$1.2K | Cut−$1.2K |
| BOKF, NA | 1K | $79.8K | −$1.14K | Cut−$1.14K |
| AE Wealth Management LLC | 826 | $65.9K | −$942 | Cut−$942 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 650 | $51.9K | −$741 | Cut−$741 |
| CALDWELL SUTTER CAPITAL, INC. | 605 | $48.3K | −$690 | Cut−$690 |
| Steward Partners Investment Advisory, LLC | 527 | $42.1K | −$601 | Cut−$601 |
| Wilmington Savings Fund Society, FSB | 329 | $26.3K | −$375 | Cut−$375 |
| Walsh & Associates, LLC | 328 | $26.2K | −$374 | Cut−$374 |
| Pinnacle Bancorp, Inc. | 109 | $8.7K | −$121 | Added$118 |
| FINANCIAL CONSULATE, INC | 34 | $2.71K | — | New |
| Cambridge Investment Research Advisors, Inc. | 19.9K | $1.59K | −$18 | Added$326 |
| DHJJ Financial Advisors, Ltd. | 4 | $320 | −$4 | Cut−$4 |
| CENTAURUS FINANCIAL, INC. | 3.43K | $274 | −$4 | Cut−$4 |
| VANGUARD ADVISERS INC | 1 | $80 | — | Held |
| WELLS FARGO & COMPANY/MN | 1 | $73 | −$8 | Cut−$26K |
Who left
- FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$1.88M
- Clear Point Advisors Inc.$1.08M
- Smartleaf Asset Management LLC$890.6K
- NewEdge Advisors, LLC$710.3K
- SCHMIDT P J INVESTMENT MANAGEMENT INC$374.3K
- NORTHSTAR ASSET MANAGEMENT Co$202.4K
- Security National Bank$40.5K
- Laurel Wealth Advisors LLC$38.6K
- Nova Wealth Management, Inc.$19.3K
- Cherry Tree Wealth Management, LLC$4.62K
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.