Stock
Reported value
$676.8M
Holders
173
+22 new · −9 exited
Holders’ est. mark
$12.3M
Price effect on 149 books still in the name
Largest holder
$73.6M
WELLS FARGO & COMPANY/MN
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $2.66M
- Icahn Capital0.0% · $459.1K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 3.73M | $73.6M | −$394.3K | Added$11M |
| MERCER GLOBAL ADVISORS INC /ADV | 2.65M | $52.3M | −$229.4K | Added$16.4M |
| BANK OF AMERICA CORP /DE/ | 1.83M | $36.2M | −$213.7K | Added$2.23M |
| ENVESTNET ASSET MANAGEMENT INC | 1.26M | $24.9M | −$1.9K | Added$24.6M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1.24M | $24.4M | −$114.1K | Added$6.04M |
| TITLEIST ASSET MANAGEMENT, LLC | 1.23M | $24.3M | −$144.8K | Added$1.27M |
| D.A. DAVIDSON & CO. | 922.7K | $18.2M | −$110K | Added$734.3K |
| Journey Advisory Group, LLC | 851.4K | $16.8M | −$102.2K | Added$566.4K |
| CWM, LLC | 836.5K | $16.5M | $15.5M | Added$16.5M |
| RAYMOND JAMES FINANCIAL INC | 811.9K | $16M | −$91.5K | Added$1.49M |
| BlackRock, Inc. | 763.5K | $15.1M | −$40.1K | Added$8.69M |
| MML INVESTORS SERVICES, LLC | 707.8K | $14M | −$88.5K | Cut−$899.2K |
| HM PAYSON & CO | 702.8K | $13.9M | −$34.6K | Added$8.36M |
| UBS Group AG | 692.6K | $13.7M | −$73.3K | Added$2.02M |
| Denver PWM, LLC | 694.5K | $13.6M | — | New |
| AMERIPRISE FINANCIAL INC | 687.4K | $13.6M | −$38.4K | Added$8.3M |
| MKT Advisors LLC | 672.3K | $13.2M | −$124K | Added$262.9K |
| Wealth Management Strategies, Inc. | 665.9K | $13.1M | −$80.3K | Added$380.8K |
| MORGAN STANLEY | 598.2K | $11.8M | −$38K | Added$5.76M |
| Probity Advisors, Inc. | 548.8K | $10.8M | −$60.9K | Added$1.16M |
| Legacy Private Trust Co. | 545.5K | $10.8M | −$68.2K | Cut−$808.9K |
| BAILARD, INC. | 539.4K | $10.6M | −$24.7K | Added$6.71M |
| Waycross Investment Management Co | 521.1K | $10.3M | −$63.4K | Added$203.3K |
| SHELTON WEALTH MANAGEMENT, LLC | 515.1K | $10.2M | −$55K | Added$1.43M |
| EIGHT 31 FINANCIAL, LLC | 503.1K | $9.92M | −$62.9K | Cut−$220.1K |
| ROYAL BANK OF CANADA | 500.6K | $9.87M | −$55.7K | Added$970K |
| Trust Co | 485.8K | $9.58M | −$59.9K | Added$76.1K |
| Heartwood Wealth Advisors LLC | 485.7K | $9.58M | — | New |
| Krilogy Financial LLC | 462.1K | $9.12M | −$37K | Added$500K |
| Snowden Capital Advisors LLC | 449.2K | $8.86M | −$56K | Cut−$24.7K |
| LPL Financial LLC | 392.1K | $7.73M | −$31.2K | Added$2.77M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 353.6K | $6.97M | −$44.2K | Cut−$266.6K |
| Cetera Investment Advisers | 318.6K | $6.28M | −$34.8K | Added$750.5K |
| Stockman Wealth Management, Inc. | 266K | $5.25M | −$29.7K | Added$526.9K |
| REBALANCE, LLC | 263.4K | $5.19M | −$32.5K | Added$40K |
| CENTRAL TRUST Co | 255.7K | $5.04M | −$32K | Cut−$498.2K |
| Baird Financial Group, Inc. | 255.5K | $5.04M | −$24.6K | Added$1.13M |
| COMMONWEALTH EQUITY SERVICES, LLC | 251.2K | $4.95M | −$17.7K | Added$2.14M |
| Asset Dedication, LLC | 229.6K | $4.53M | −$20.1K | Added$1.34M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 218.4K | $4.31M | −$18.4K | Added$1.38M |
| CHATHAM CAPITAL GROUP, INC. | 186K | $3.67M | −$20.2K | Added$454.3K |
| Parallel Advisors, LLC | 182K | $3.59M | −$20.8K | Added$286K |
| Howland Capital Management LLC | 175.6K | $3.46M | −$20.3K | Added$238K |
| Accretive Wealth Partners, LLC | 171K | $3.37M | −$21.4K | Cut−$44.4K |
| HighTower Advisors, LLC | 156K | $3.08M | −$19.5K | Cut−$48K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 137.9K | $2.72M | −$14K | Added$491.3K |
| Citadel | 134.9K | $2.66M | −$7.15K | Added$1.53M |
| Sanctuary Advisors, LLC | 127.1K | $2.51M | −$15.3K | Added$82.9K |
| Atria Investments, Inc | 121.5K | $2.4M | −$14.8K | Added$39.5K |
| Hughes Financial Services, LLC | 110.1K | $2.17M | −$13.5K | Added$20.5K |
| Financial Engines Advisors L.L.C. | 100.8K | $1.99M | −$12.1K | Added$71.1K |
| Integrated Wealth Concepts LLC | 100.4K | $1.98M | −$7.57K | Added$778.8K |
| STIFEL FINANCIAL CORP | 96.1K | $1.89M | −$8.82K | Added$496.7K |
| Mechanics Bank Trust Department | 93K | $1.83M | −$11.6K | Cut−$38.9K |
| ATWOOD & PALMER INC | 90.3K | $1.78M | −$11.3K | Cut−$25.2K |
| Kestra Advisory Services, LLC | 85.5K | $1.69M | −$8.33K | Added$364.2K |
| SIGNATUREFD, LLC | 82.9K | $1.63M | −$9.91K | Added$61.7K |
| Belpointe Asset Management LLC | 80.1K | $1.58M | −$10K | Cut−$1.13M |
| IFP Advisors, Inc | 75.8K | $1.49M | −$9.48K | Cut−$82K |
| FIRST NATIONAL BANK OF OMAHA | 64.3K | $1.27M | −$10.9K | Cut−$480.8K |
| Allworth Financial LP | 62.3K | $1.23M | −$7.79K | Cut−$7.79K |
| Old Port Advisors | 61.8K | $1.22M | −$7.73K | Cut−$136.5K |
| Valmark Advisers, Inc. | 60K | $1.18M | −$7.24K | Added$33K |
| Associated Banc-Corp | 59.4K | $1.17M | −$7.43K | Cut−$17.7K |
| SCS Capital Management LLC | 57.5K | $1.13M | −$4.67K | Added$392.8K |
| OSAIC HOLDINGS, INC. | 54.4K | $1.07M | −$5.88K | Added$181.6K |
| FF Advisors,LLC | 53.3K | $1.05M | −$7.46K | Cut−$789.9K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 51.4K | $1.01M | −$3.34K | Added$483.4K |
| U.S. Capital Wealth Advisors, LLC | 49.6K | $978.2K | −$6.15K | Added$1.28K |
| Yoder Wealth Management, Inc. | 48.8K | $961.4K | −$5.06K | Added$158.6K |
| Apella Capital, LLC | 43.4K | $858.9K | −$1.86K | Added$246.7K |
| MV CAPITAL MANAGEMENT, INC. | 43.3K | $853.9K | −$5.41K | Cut−$5.41K |
| Reliant Wealth Planning | 42K | $828.2K | −$4.65K | Added$89.6K |
| Keeler Thomas Management LLC | 41.5K | $818.7K | −$5.18K | Cut−$830.6K |
| Focus Partners Wealth | 41.5K | $817.5K | −$5.18K | Cut−$32.2K |
| DUNCKER STREETT & CO INC | 41.4K | $816.3K | — | New |
| Granite Harbor Advisors, Inc. | 41.3K | $813.8K | −$2.34K | Added$442.3K |
| JIM SAULNIER & ASSOCIATES, LLC | 39.2K | $773.1K | −$3.39K | Added$235.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 38.3K | $753.2K | −$7.28K | Cut−$3.87M |
| Foundry Financial Group, Inc. | 37.3K | $735.8K | −$4.16K | Added$74.7K |
| BIP Wealth, LLC | 36.4K | $717.1K | −$4.54K | Cut−$455.8K |
| CARY STREET PARTNERS FINANCIAL LLC | 36.3K | $715.6K | −$4.47K | Added$5.35K |
| TABLEAUX LLC | 35.9K | $708.4K | −$3.81K | Added$89.6K |
| Cerity Partners LLC | 35.3K | $695.9K | −$3.21K | Added$186.8K |
| Montecito Bank & Trust | 35.1K | $692.4K | −$4.38K | Cut−$3.65K |
| Atlantic Private Wealth, LLC | 33.1K | $651.9K | −$4.14K | Cut−$8.27K |
| Richmond Investment Services, LLC | 31.8K | $628K | −$3.99K | Cut−$7.47K |
| KING LUTHER CAPITAL MANAGEMENT CORP | 29.6K | $583.6K | −$3.47K | Added$32.9K |
| Leo Wealth, LLC | 28.7K | $566.1K | −$3.27K | Added$47.9K |
| Compass Ion Advisors, LLC | 27K | $532.4K | −$3.38K | Cut−$3.38K |
| CAPTRUST FINANCIAL ADVISORS | 26K | $513K | −$3.24K | Cut−$99.7K |
| Equitable Holdings, Inc. | 25.2K | $500.6K | −$0 | Cut−$1.29K |
| HARBOUR INVESTMENTS, INC. | 24.9K | $490.2K | −$2.38K | Added$111.9K |
| Daybright Advisory Services, Inc. | 23.6K | $466.4K | −$2.95K | Cut−$166 |
| Icahn Capital | 23.3K | $459.1K | −$2.91K | Cut−$2.91K |
| Capital Investment Advisors, LLC | 23.2K | $457.9K | −$2.62K | Added$40.6K |
| Heartland Bank & Trust Co | 22.6K | $445.7K | −$2.21K | Added$94.4K |
| Lido Advisors, LLC | 22.3K | $439.6K | −$2.57K | Added$46.4K |
| CGN Advisors LLC | 21.3K | $420.7K | −$2.23K | Added$66.6K |
| Jacobi Capital Management LLC | 21.2K | $417.1K | −$2.6K | Added$5.27K |
| Guidance Point Advisors, LLC | 18.7K | $368K | −$2.25K | Added$10K |
| Kestra Investment Management, LLC | 17.7K | $349K | −$2.21K | Cut−$214 |
| Trinity Wealth Management, LLC | 17.6K | $346.1K | −$2.18K | Added$366 |
| DecisionMap Wealth Management, LLC | 17.5K | $345.1K | −$2.19K | Cut−$2.19K |
| Passive Capital Management, LLC. | 15.9K | $314.4K | −$1.99K | Cut−$1.99K |
| JANE STREET GROUP, LLC | 15.5K | $306.2K | −$1.94K | Cut−$273.1K |
| Prosperity Planning, Inc. | 15.5K | $306K | −$1.94K | Cut−$1.94K |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 15K | $295.8K | −$1.88K | Cut−$299.6K |
| Great Diamond Partners, LLC | 15K | $295K | — | New |
| COLDSTREAM CAPITAL MANAGEMENT INC | 14.7K | $290.7K | −$1.84K | Cut−$1.84K |
| PRINCIPAL SECURITIES, INC. | 14.4K | $283.9K | −$1.79K | Added$244 |
| Element Wealth, LLC | 14.4K | $283.5K | −$1.45K | Added$52.4K |
| JAMES INVESTMENT RESEARCH, INC. | 14.3K | $283K | −$1.79K | Cut−$1.79K |
| LIBERTY WEALTH MANAGEMENT LLC | 14.3K | $283K | −$1.79K | Cut−$371 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 13.8K | $272.9K | −$1.73K | Cut−$1.67K |
| Jaffetilchin Investment Partners, LLC | 13.7K | $271.1K | −$1.71K | Cut−$96 |
| KFG WEALTH MANAGEMENT, LLC | 13.6K | $269.2K | −$1.43K | Added$42.9K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 13.5K | $265.6K | — | New |
| MLP3, LLC | 13.1K | $258.3K | −$1.32K | Added$48.6K |
| Visionary Wealth Advisors | 12.1K | $237.6K | −$1.49K | Added$1.13K |
| World Investment Advisors | 11.5K | $225.9K | — | New |
| Financial Advisory Corp | 11.4K | $225.8K | — | New |
| Hyposwiss Advisors SA | 11.2K | $221.2K | −$1.35K | Cut−$1.35K |
| HANOVER ADVISORS INC | 11.1K | $219.8K | −$1.39K | Cut−$6.83K |
| Midwest Professional Planners, LTD. | 10.9K | $214.9K | −$1.28K | Added$11.4K |
| Stratos Wealth Partners, LTD. | 10.4K | $204.8K | — | New |
| LBMC INVESTMENT ADVISORS, LLC | 10.1K | $199K | — | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 10K | $197.8K | — | New |
| Straight Path Wealth Management | 10K | $197.7K | — | New |
| BARRETT & COMPANY, INC. | 9.11K | $179.6K | −$1.13K | Cut−$995 |
| Crews Bank & Trust | 8.97K | $177K | −$1.12K | Cut−$1.12K |
| United Community Bank | 8.51K | $167.8K | — | New |
| Atlantic Union Bankshares Corp | 8.33K | $164.3K | −$1.04K | Cut−$1.04K |
| Physician Wealth Advisors, Inc. | 7.93K | $156.5K | −$992 | Cut−$992 |
| Hills Bank & Trust Co | 6.01K | $118.6K | — | New |
| FIFTH THIRD BANCORP | 5.69K | $112.2K | — | New |
| NATIONAL BANK OF CANADA /FI/ | 4.98K | $98.3K | −$486 | Added$18K |
| Cherry Tree Wealth Management, LLC | 4.96K | $97.9K | −$620 | Cut−$620 |
| MAI Capital Management | 4.94K | $97.4K | −$617 | Cut−$617 |
| CNB Bank | 3.99K | $78.7K | −$500 | Cut−$837 |
| Bogart Wealth, LLC | 3.56K | $70.2K | −$445 | Cut−$445 |
| JPL Wealth Management, LLC | 3.38K | $66.7K | — | New |
| US BANCORP \DE\ | 3.36K | $66.3K | −$420 | Cut−$420 |
| Bank of Jackson Hole Trust | 3.13K | $61.8K | −$392 | Cut−$392 |
| Rockefeller Capital Management L.P. | 2.7K | $53.3K | −$246 | Added$14.7K |
| TD Capital Management LLC | 2.28K | $45K | −$272 | Cut−$16 |
| Clearstead Trust, LLC | 2.14K | $42.1K | −$267 | Cut−$267 |
| Holos Integrated Wealth LLC | 2.08K | $40.9K | −$332 | Cut−$332 |
| BANK OF MONTREAL /CAN/ | 1.91K | $37.7K | — | New |
| Steward Partners Investment Advisory, LLC | 1.51K | $29.8K | −$189 | Cut−$11 |
| High Note Wealth, LLC | 1.51K | $29.7K | — | New |
| Robbins Farley | 1.01K | $19.9K | −$125 | Cut−$125 |
| Pflug Koory, LLC | 911 | $18K | −$114 | Cut−$114 |
| MB, LEVIS & ASSOCIATES, LLC | 872 | $17.2K | −$105 | Cut−$6 |
| Clayton Financial Group LLC | 787 | $15.5K | −$94 | Added$596 |
| Pinnacle Bancorp, Inc. | 756 | $14.9K | — | New |
| Intentional Wealth Strategies, LLC | 719 | $14.2K | — | Held |
| Root Financial Partners, LLC | 609 | $12K | — | New |
| Advisory Services Network, LLC | 558 | $11K | — | New |
| GILPIN WEALTH MANAGEMENT, LLC | 430 | $8.48K | −$54 | Cut−$54 |
| VANGUARD ADVISERS INC | 404 | $7.97K | — | Held |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 204.7K | $4.04K | −$22 | Added$420 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 196 | $3.87K | −$25 | Cut−$25 |
| Janney Montgomery Scott LLC | 188.4K | $3.72K | −$14 | Added$1.41K |
| BOSTON FAMILY OFFICE LLC | 142.5K | $2.81K | −$15 | Added$519 |
| PARK AVENUE SECURITIES LLC | 119.5K | $2.36K | −$15 | Cut−$83 |
| PNC Financial Services Group, Inc. | 71 | $1.4K | −$9 | Cut−$9 |
| Larson Financial Group LLC | 36 | $710 | — | New |
| Cambridge Investment Research Advisors, Inc. | 20.8K | $409 | −$2 | Added$90 |
| Financial Connections Group, Inc. | 2.71K | $53 | — | New |
| Smartleaf Asset Management LLC | 1 | $20 | $0 | Cut−$60 |
| HAZLETT, BURT & WATSON, INC. | 900 | $18 | −$0 | Held |
| First PREMIER Bank | 849 | $17 | $0 | Held |
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.