Stock
Reported value
$409.9M
Holders
127
+16 new · −11 exited
Holders’ est. mark
−$748.9K
Price effect on 109 books still in the name
Largest holder
$60.4M
WELLS FARGO & COMPANY/MN
Notable conviction
Share of each notable manager’s 13F book.
- Icahn Capital0.0% · $482.2K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 2.96M | $60.4M | −$308.6K | Added$10.1M |
| TRUE Private Wealth Advisors | 1.86M | $38M | −$234.8K | Cut−$1.83M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1.2M | $24.5M | −$59.2K | Added$14.9M |
| TITLEIST ASSET MANAGEMENT, LLC | 955.1K | $19.5M | −$1.87K | Added$19.2M |
| ENVESTNET ASSET MANAGEMENT INC | 857.9K | $17.5M | −$51K | Added$9.2M |
| BANK OF AMERICA CORP /DE/ | 788.9K | $16.1M | −$97.6K | Added$217.8K |
| MORGAN STANLEY | 717.1K | $14.6M | −$83.4K | Added$1.05M |
| Krilogy Financial LLC | 705.4K | $14.4M | −$61.3K | Added$495.4K |
| AMERIPRISE FINANCIAL INC | 652.5K | $13.3M | −$65.1K | Added$3.56M |
| Probity Advisors, Inc. | 503.1K | $10.3M | −$57K | Added$989K |
| SHELTON WEALTH MANAGEMENT, LLC | 495.8K | $10.1M | — | New |
| Legacy Private Trust Co. | 428.2K | $8.74M | −$47.2K | Added$1.05M |
| Snowden Capital Advisors LLC | 400.4K | $8.17M | −$50.1K | Added$10.2K |
| Headland Capital, LLC | 374.9K | $7.65M | −$46.2K | Added$126.2K |
| RAYMOND JAMES FINANCIAL INC | 367K | $7.49M | −$46.3K | Cut−$209.2K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 363.2K | $7.4M | −$44.9K | Added$880.7K |
| HighTower Advisors, LLC | 358K | $7.3M | −$43.1K | Added$288.3K |
| FORONJY FINANCIAL LLC | 316.5K | $6.46M | −$38.9K | Added$125.5K |
| SPRENG CAPITAL MANAGEMENT, INC. | 305.4K | $6.23M | −$34.2K | Added$658.7K |
| ROYAL BANK OF CANADA | 293.3K | $5.98M | −$37.4K | Cut−$1.06M |
| FAGAN ASSOCIATES, INC. | 272.2K | $5.55M | −$34.2K | Cut−$13.2K |
| Stockman Wealth Management, Inc. | 252.2K | $5.14M | −$27.5K | Added$675.1K |
| MERCER GLOBAL ADVISORS INC /ADV | 232.8K | $4.75M | −$27.7K | Added$246.2K |
| Yoder Wealth Management, Inc. | 223.6K | $4.56M | −$27.3K | Added$117.5K |
| UBS Group AG | 210.7K | $4.3M | −$25.2K | Added$198.8K |
| Asset Dedication, LLC | 210.5K | $4.29M | −$18.1K | Added$1.35M |
| Parallel Advisors, LLC | 200.7K | $4.09M | −$21.5K | Added$597K |
| Whalen Wealth Management Inc. | 200.6K | $4.09M | −$24.9K | Added$45.8K |
| Signature Wealth Management Group | 181.5K | $3.7M | — | New |
| OneDigital Investment Advisors LLC | 181.5K | $3.7M | — | New |
| CENTRAL TRUST Co | 173.5K | $3.54M | −$20.8K | Added$146.5K |
| Accretive Wealth Partners, LLC | 165.6K | $3.38M | −$20.9K | Cut−$82.4K |
| STIFEL FINANCIAL CORP | 161.6K | $3.3M | −$15.2K | Added$818K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 121.3K | $2.47M | −$7.5K | Added$1.25M |
| GOLDMAN SACHS GROUP INC | 110.4K | $2.25M | −$13.9K | Cut−$527.8K |
| D.A. DAVIDSON & CO. | 106.5K | $2.17M | −$3.84K | Added$1.55M |
| MOULTON WEALTH MANAGEMENT, INC | 106.7K | $2.17M | — | New |
| LPL Financial LLC | 96.5K | $1.97M | −$8.34K | Added$610.2K |
| Howland Capital Management LLC | 86.3K | $1.76M | −$10.5K | Added$49.7K |
| Cetera Investment Advisers | 79.8K | $1.63M | −$5.8K | Added$684.7K |
| Creative Planning | 78.5K | $1.6M | −$9.61K | Added$37.2K |
| Tower Research Capital LLC (TRC) | 75.9K | $1.55M | −$9.57K | Cut−$1.27M |
| Private Advisor Group, LLC | 72.2K | $1.47M | −$9.11K | Cut−$15.3K |
| Smartleaf Asset Management LLC | 72.2K | $1.47M | −$15.2K | Cut−$16.5K |
| EIGHT 31 FINANCIAL, LLC | 65.2K | $1.33M | −$8.1K | Added$11.5K |
| L2 Asset Management, LLC | 64.7K | $1.32M | −$7.48K | Added$100.9K |
| FIRST NATIONAL BANK OF OMAHA | 63.6K | $1.29M | −$13.4K | Cut−$445.9K |
| Integrated Wealth Concepts LLC | 58.4K | $1.19M | −$3.27K | Added$660.4K |
| SHELTON CAPITAL MANAGEMENT | 57.9K | $1.18M | — | New |
| CWM, LLC | 57.7K | $1.18M | $1.17M | Added$1.18M |
| Valmark Advisers, Inc. | 57.5K | $1.17M | −$7K | Added$34.6K |
| Financial Engines Advisors L.L.C. | 57.4K | $1.17M | −$7.13K | Added$11K |
| Associated Banc-Corp | 41.2K | $839.5K | −$4.91K | Added$39.7K |
| SIGNATUREFD, LLC | 37.8K | $771.8K | −$4.37K | Added$60.3K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 36.3K | $740.7K | −$2.71K | Added$299.5K |
| BENJAMIN EDWARDS INC | 35K | $714.2K | −$4.34K | Added$5.15K |
| COMMONWEALTH EQUITY SERVICES, LLC | 34.2K | $697.8K | −$3.53K | Added$121.6K |
| NBC SECURITIES, INC. | 33.8K | $688.6K | −$4.26K | Cut−$95.4K |
| Cerity Partners LLC | 33.2K | $677.7K | −$3.12K | Added$169.4K |
| JANE STREET GROUP, LLC | 31.6K | $644.6K | — | New |
| JIM SAULNIER & ASSOCIATES, LLC | 31.4K | $641.5K | −$2.73K | Added$197.8K |
| Kestra Advisory Services, LLC | 31.4K | $640.7K | −$3.97K | Cut−$45.5K |
| Montecito Bank & Trust | 29.6K | $603.8K | −$3.27K | Added$70.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28K | $570.4K | — | New |
| Compass Ion Advisors, LLC | 26.2K | $534.1K | −$3.3K | Cut−$3.3K |
| Atlantic Private Wealth, LLC | 25.7K | $524.5K | −$3.25K | Cut−$11.5K |
| Leo Wealth, LLC | 24.9K | $508.9K | −$3.12K | Cut−$289 |
| National Philanthropic Trust | 24.6K | $501.9K | −$3.1K | Cut−$3.1K |
| Icahn Capital | 23.6K | $482.2K | −$2.98K | Cut−$2.98K |
| Old Port Advisors | 23.3K | $475.7K | — | New |
| IFP Advisors, Inc | 21.9K | $445.9K | −$2.66K | Added$12.6K |
| Visionary Wealth Advisors | 20.7K | $421.8K | −$2.51K | Added$12.8K |
| Granite Harbor Advisors, Inc. | 20.6K | $420K | — | New |
| Summit Wealth Partners, LLC | 20.4K | $416.5K | −$2.57K | Cut−$2.57K |
| CARY STREET PARTNERS FINANCIAL LLC | 20K | $408.4K | −$2.52K | Cut−$22.9K |
| Jacobi Capital Management LLC | 19.7K | $401.3K | −$2.42K | Added$5.47K |
| CGN Advisors LLC | 18.9K | $385.5K | −$1.98K | Added$62.5K |
| OSAIC HOLDINGS, INC. | 17.9K | $365.6K | −$2.29K | Added$2.24K |
| Kestra Investment Management, LLC | 17K | $346.1K | −$2.13K | Cut−$1.27K |
| Reliant Wealth Planning | 16.9K | $344.7K | −$2.13K | Cut−$2.13K |
| DecisionMap Wealth Management, LLC | 16.7K | $341.1K | −$2.11K | Cut−$2.11K |
| HARBOUR INVESTMENTS, INC. | 16.6K | $339.4K | −$2.08K | Cut−$40.2K |
| STAR Financial Bank | 16.6K | $337.9K | −$2.09K | Cut−$97K |
| BIP Wealth, LLC | 16.1K | $328.5K | −$1.52K | Added$81.5K |
| Capital Investment Advisors, LLC | 14.8K | $301.2K | −$1.53K | Added$51.6K |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 14.7K | $299.9K | −$1.85K | Cut−$303.6K |
| CAPTRUST FINANCIAL ADVISORS | 14.6K | $297.6K | −$1.84K | Cut−$100.1K |
| Keeler Thomas Management LLC | 14.2K | $290.1K | −$1.8K | Cut−$1.59M |
| Guidance Point Advisors, LLC | 13.5K | $275.2K | −$1.62K | Added$10.8K |
| Jaffetilchin Investment Partners, LLC | 13.4K | $274.4K | −$1.69K | Cut−$22 |
| Great Diamond Partners, LLC | 12.6K | $258K | — | New |
| COLDSTREAM CAPITAL MANAGEMENT INC | 11.4K | $231.9K | −$1.35K | Added$11.6K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 11.3K | $231.1K | −$1.43K | Cut−$4.75K |
| Koshinski Asset Management, Inc. | 10.6K | $216.1K | −$1.31K | Added$2.99K |
| Elevation Advisory Partners LLC | 9.93K | $203.4K | — | Held |
| Lido Advisors, LLC | 9.95K | $202.9K | — | New |
| Trust Co | 8.39K | $171.3K | −$1.05K | Cut−$544 |
| Atlantic Union Bankshares Corp | 7.58K | $154.7K | −$956 | Cut−$956 |
| Hills Bank & Trust Co | 5.88K | $119.9K | −$652 | Added$13.8K |
| FIFTH THIRD BANCORP | 5.23K | $106.7K | — | New |
| Physician Wealth Advisors, Inc. | 5.02K | $102.4K | −$633 | Cut−$633 |
| Cherry Tree Wealth Management, LLC | 4.4K | $89.8K | −$555 | Cut−$555 |
| JPL Wealth Management, LLC | 4.23K | $86.3K | — | New |
| CNB Bank | 3.86K | $78.7K | −$487 | Cut−$856 |
| Bogart Wealth, LLC | 3.59K | $73.3K | −$453 | Cut−$453 |
| Advisory Services Network, LLC | 3.01K | $61.4K | — | New |
| McIlrath & Eck, LLC | 2.57K | $52.3K | — | New |
| TD Capital Management LLC | 2.45K | $50.1K | −$310 | Cut−$4 |
| MAI Capital Management | 2K | $40.8K | −$252 | Cut−$252 |
| PRIVATE TRUST CO NA | 1.28K | $26.1K | −$161 | Cut−$161 |
| US BANCORP \DE\ | 1.22K | $24.9K | −$154 | Cut−$154 |
| Crews Bank & Trust | 1.15K | $23.5K | −$145 | Cut−$145 |
| Clayton Financial Group LLC | 1.14K | $23.3K | −$138 | Added$943 |
| Allworth Financial LP | 1.02K | $20.7K | −$128 | Cut−$128 |
| Pflug Koory, LLC | 884 | $18K | −$111 | Cut−$111 |
| Federation des caisses Desjardins du Quebec | 748 | $15.3K | −$95 | Cut−$49.6K |
| Intentional Wealth Strategies, LLC | 693 | $14.1K | — | Held |
| Farther Finance Advisors, LLC | 617 | $12.5K | −$136 | Cut−$136 |
| PARK AVENUE SECURITIES LLC | 541.3K | $11K | −$37 | Added$4.99K |
| Root Financial Partners, LLC | 338 | $6.89K | — | New |
| Bank of Jackson Hole Trust | 280 | $5.71K | −$35 | Cut−$35 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 210K | $4.28K | −$23 | Added$435 |
| Janney Montgomery Scott LLC | 149.9K | $3.06K | −$11 | Added$1.23K |
| GILPIN WEALTH MANAGEMENT, LLC | 142 | $2.9K | −$18 | Cut−$18 |
| BOSTON FAMILY OFFICE LLC | 123.3K | $2.52K | −$13 | Added$356 |
| First PREMIER Bank | 837 | $17 | $0 | Held |
| HAZLETT, BURT & WATSON, INC. | 195 | $4 | −$0 | Held |
Who left
- NewEdge Advisors, LLC$12.5M
- Citadel$1.6M
- Equitable Holdings, Inc.$678.3K
- Walleye Partners, LLC$438K
- REBALANCE, LLC$226.4K
- BARRETT & COMPANY, INC.$113.8K
- Kohmann Bosshard Financial Services, LLC$38.1K
- HUNTINGTON NATIONAL BANK$13.6K
- BANK OF MONTREAL /CAN/$13.5K
- JPMORGAN CHASE & CO$10.6K
- FLOW TRADERS U.S. LLC$515
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.