Stock
Reported value
$61.5M
Holders
58
+13 new · −4 exited
Holders’ est. mark
$151.2K
Price effect on 45 books still in the name
Largest holder
$8.77M
MERCER GLOBAL ADVISORS INC /ADV
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 341.8K | $8.77M | −$96.8K | Cut−$13.4M |
| HighTower Advisors, LLC | 278K | $7.13M | −$10.8K | Added$6.14M |
| US BANCORP \DE\ | 180.1K | $4.62M | −$16.8K | Added$3.08M |
| Quantum Financial Advisors, LLC | 140.7K | $3.61M | −$12K | Added$2.51M |
| Praetorian Wealth Management, Inc. | 130K | $3.35M | −$7.67K | Added$2.12M |
| LBMC INVESTMENT ADVISORS, LLC | 126K | $3.23M | −$27.8K | Added$684.9K |
| BANK OF AMERICA CORP /DE/ | 111.8K | $2.87M | −$15.4K | Added$1.46M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 85.2K | $2.19M | −$21.1K | Added$253.6K |
| JANE STREET GROUP, LLC | 81.9K | $2.1M | −$17.1K | Added$537.5K |
| Ellis Investment Partners, LLC | 71.3K | $1.83M | −$19.5K | Added$42.2K |
| ROYAL BANK OF CANADA | 57.3K | $1.47M | −$16K | Cut−$16K |
| Cetera Investment Advisers | 49.2K | $1.26M | — | New |
| COMMONWEALTH EQUITY SERVICES, LLC | 46.4K | $1.19M | −$4.44K | Added$783.1K |
| Hills Bank & Trust Co | 44.9K | $1.15M | −$7.03K | Added$507.9K |
| Aspen Wealth Management LLC | 42.8K | $1.1M | −$12.1K | Cut−$12.1K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 42.4K | $1.09M | −$9.18K | Added$247.1K |
| Atlantic Union Bankshares Corp | 35.2K | $904.3K | −$8.84K | Added$93.6K |
| CENTRAL TRUST Co | 34.4K | $883K | −$3.67K | Added$547K |
| GC Wealth Management RIA, LLC | 30.8K | $790.8K | — | New |
| Kestra Advisory Services, LLC | 29.7K | $763.5K | −$5.22K | Added$284.8K |
| Valmark Advisers, Inc. | 29.4K | $755.4K | −$7.77K | Added$42.9K |
| CWM, LLC | 28.5K | $731.6K | $534.6K | Added$731.1K |
| SPINNAKER TRUST | 27K | $692.1K | −$3.84K | Added$340.2K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 24.4K | $626.1K | −$6.73K | Added$8.92K |
| Sanctuary Advisors, LLC | 23.7K | $607.8K | −$6.7K | Cut−$4.93K |
| Curbstone Financial Management Corp | 23K | $590.3K | — | New |
| STIFEL FINANCIAL CORP | 21.4K | $549.2K | −$5.28K | Added$65.2K |
| Newman Dignan & Sheerar, Inc. | 19K | $487.2K | −$4.29K | Added$94.1K |
| Godshalk Welsh Capital Management, Inc. | 17K | $436.3K | −$2.83K | Added$176.8K |
| RAYMOND JAMES FINANCIAL INC | 16.7K | $427.8K | −$4.56K | Added$9.55K |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 16.5K | $424.7K | −$3.89K | Added$67.9K |
| Parallel Advisors, LLC | 15.6K | $400.4K | −$4.42K | Cut−$4.42K |
| IFP Advisors, Inc | 14.9K | $382.1K | −$3.31K | Added$79.1K |
| LPL Financial LLC | 14.8K | $379.9K | — | New |
| SIGMA INVESTMENT COUNSELORS INC | 14.6K | $375.5K | −$2.79K | Added$120.2K |
| Cyndeo Wealth Partners, LLC | 14K | $359.5K | — | New |
| Beacon Pointe Advisors, LLC | 13.3K | $340.7K | — | New |
| Paradigm, Strategies in Wealth Management, LLC | 13.3K | $340.4K | — | New |
| Syntegra Private Wealth Group, LLC | 11.6K | $297.5K | −$3.28K | Cut−$3.28K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 10.8K | $278.2K | — | New |
| Capital Investment Advisors, LLC | 10.3K | $263.4K | −$2.91K | Cut−$54.3K |
| Rossmore Private Capital | 10.3K | $263.1K | −$1.28K | Added$145.4K |
| Howland Capital Management LLC | 9.8K | $251.5K | −$2.55K | Added$18K |
| Cornell Pochily Investment Advisors, Inc. | 9.15K | $234.9K | — | New |
| MORGAN STANLEY | 6.31K | $162K | −$1.69K | Added$7.63K |
| Crews Bank & Trust | 4.25K | $109.1K | −$1.2K | Cut−$1.2K |
| HARBOUR INVESTMENTS, INC. | 3.4K | $87.3K | −$295 | Added$60.9K |
| Addison Advisors LLC | 3.21K | $82.3K | −$907 | Cut−$907 |
| UBS Group AG | 2.53K | $65K | — | New |
| OSAIC HOLDINGS, INC. | 1.6K | $41.1K | −$453 | Cut−$453 |
| ADIRONDACK TRUST CO | 1.35K | $34.7K | −$393 | Cut−$393 |
| Sarver Vrooman Wealth Advisors | 1.26K | $32.4K | −$345 | Added$733 |
| BARRETT & COMPANY, INC. | 1K | $25.7K | −$283 | Cut−$283 |
| MidFirst Bank | 1K | $25.7K | — | New |
| JPMORGAN CHASE & CO | 314 | $8.05K | — | New |
| 10Elms LLP | 100 | $2.57K | −$28 | Cut−$28 |
| BlackRock, Inc. | 65 | $1.67K | −$19 | Cut−$19 |
| HRT FINANCIAL LP | 13.3K | $340 | — | New |
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.