Stock
Reported value
$540.1M
Holders
130
+14 new · −5 exited
Holders’ est. mark
−$11M
Price effect on 115 books still in the name
Largest holder
$126M
VANGUARD ADVISERS INC
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 |
|---|---|---|---|---|
| VANGUARD ADVISERS INC | 2.01M | $126M | — | Held |
| BANK OF AMERICA CORP /DE/ | 1.85M | $116.4M | −$20.6K | Added$114.8M |
| Varma Mutual Pension Insurance Co | 1.1M | $69.1M | −$880K | Cut−$880K |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 519.6K | $32.5M | −$549.2K | Added$3.93M |
| TRUIST FINANCIAL CORP | 290.2K | $18.2M | −$225.3K | Added$312.4K |
| ENVESTNET ASSET MANAGEMENT INC | 266.5K | $16.7M | −$207.6K | Added$223K |
| Wealthfront Advisers LLC | 206.5K | $13M | −$70.1K | Added$7.4M |
| Creative Planning | 177.3K | $11.1M | — | New |
| DeDora Capital, Inc. | 177.3K | $11.1M | −$129.7K | Added$818.2K |
| Modera Wealth Management, LLC | 154.8K | $9.73M | −$116.3K | Added$471.7K |
| Mariner, LLC | 151.2K | $9.5M | −$109.4K | Added$798.1K |
| IMA Advisory Services, Inc. | 149.7K | $9.41M | −$118.9K | Cut−$48.4K |
| Cerity Partners LLC | 96.6K | $6.07M | −$64.5K | Added$939.8K |
| LPL Financial LLC | 93.7K | $5.88M | −$64.6K | Added$751.9K |
| North Berkeley Wealth Management, LLC | 79.7K | $5.01M | — | New |
| UBS Group AG | 71.2K | $4.48M | −$37.6K | Added$1.49M |
| Francis Financial, Inc. | 70.7K | $4.44M | −$38.3K | Added$1.4M |
| ST GERMAIN D J CO INC | 68.9K | $4.33M | −$51.3K | Added$251.4K |
| Human Investing LLC | 64.3K | $4.04M | −$51.4K | Cut−$86.3K |
| Pearl Planning LLC | 41.5K | $2.61M | −$29K | Added$304.5K |
| MATHER GROUP, LLC. | 40.8K | $2.56M | −$31.5K | Added$53K |
| Klaas Financial Asset Advisors, LLC | 38.9K | $2.44M | — | New |
| Team Hewins, LLC | 37.2K | $2.34M | −$29.6K | Cut−$20.6K |
| Citadel | 31.2K | $1.96M | — | New |
| Stewardship Advisors, LLC | 30.3K | $1.9M | −$24.2K | Cut−$3.03M |
| WELLS FARGO & COMPANY/MN | 29.5K | $1.86M | −$20.5K | Added$223.8K |
| JANE STREET GROUP, LLC | 26.2K | $1.65M | — | New |
| Level Financial Advisors | 25.6K | $1.61M | −$19.6K | Added$45.3K |
| BetterWealth, LLC | 25.4K | $1.59M | −$20K | Added$1.84K |
| HARBOUR INVESTMENTS, INC. | 24.6K | $1.55M | −$17.8K | Added$131K |
| ROYAL BANK OF CANADA | 22.6K | $1.42M | −$14.1K | Added$291K |
| New England Private Wealth Advisors LLC | 19.6K | $1.23M | −$15.7K | Cut−$31.7K |
| Modern Wealth Management, LLC | 19K | $1.19M | −$6.35K | Added$763K |
| Scott Capital Advisors, LLC | 18.4K | $1.16M | −$12K | Added$82.8K |
| Allworth Financial LP | 18.2K | $1.15M | −$14.6K | Cut−$12.9K |
| Choate Investment Advisors | 18.1K | $1.14M | −$5.74K | Added$678.7K |
| Equita Financial Network, Inc. | 17.5K | $1.1M | −$14K | Cut−$25.6K |
| Apella Capital, LLC | 16.4K | $1.04M | −$4.18K | Added$88.9K |
| Farrell Financial LLC | 16.2K | $1.02M | −$13K | Cut−$16K |
| Vontobel Holding Ltd. | 15.5K | $973.6K | −$12.4K | Cut−$12.4K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 15K | $935.4K | −$16.3K | Added$62.7K |
| Clarity Wealth Development LLC | 14.7K | $926.1K | −$11.4K | Added$17.1K |
| Walkner Condon Financial Advisors LLC | 13.8K | $864.2K | −$10.7K | Added$15.5K |
| Thayer Partners, LLC / MA | 13.7K | $862.8K | −$11K | Cut−$10.1K |
| JPMORGAN CHASE & CO | 13.8K | $859.8K | −$15.2K | Cut−$2.81K |
| CWM, LLC | 13.6K | $854.7K | $669.2K | Added$854.1K |
| WealthSpring Partners, LLC | 12K | $754.4K | −$9.61K | Cut−$9.3K |
| Ameritas Investment Partners, Inc. | 11.5K | $720.9K | −$8.66K | Added$29.7K |
| EverSource Wealth Advisors, LLC | 11.4K | $715K | −$4.34K | Added$369.9K |
| CAPTRUST FINANCIAL ADVISORS | 11.1K | $699.5K | — | New |
| CURIO WEALTH, LLC | 11K | $692.2K | −$10.4K | Cut−$10.4K |
| EP Wealth Advisors, LLC | 10.6K | $662.8K | −$8.38K | Cut−$3.42K |
| Charter Oak Capital Management, LLC | 10.5K | $661.1K | −$8.15K | Added$13K |
| OSAIC HOLDINGS, INC. | 10.1K | $632.8K | −$8.06K | Cut−$67.6K |
| West Financial Advisors, LLC | 9.74K | $612.3K | −$7.81K | Cut−$10.9K |
| Savant Capital, LLC | 9.37K | $588.7K | −$4.42K | Added$236.1K |
| RAYMOND JAMES FINANCIAL INC | 8.99K | $564.9K | −$5.76K | Added$105.4K |
| Private Advisor Group, LLC | 8.82K | $554K | −$7.04K | Cut−$30K |
| Csenge Advisory Group | 8.79K | $552.1K | −$6.99K | Cut−$3.85K |
| RWA WEALTH PARTNERS, LLC | 8.67K | $544.5K | −$6.94K | Cut−$106K |
| Shotwell Rutter Baer Inc | 8.58K | $539K | −$7.05K | Cut−$1.58K |
| NOVARE CAPITAL MANAGEMENT LLC | 8.48K | $532.7K | −$6.78K | Cut−$291K |
| VERUS WEALTH MANAGEMENT, LLC | 8.34K | $524K | −$6.67K | Cut−$16.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | 7.95K | $499.5K | −$4.56K | Added$137.3K |
| XY Planning Network, Inc. | 7.94K | $498K | −$7.52K | Cut−$10.3K |
| PNC Financial Services Group, Inc. | 7.92K | $497.3K | −$6.33K | Cut−$6.33K |
| MML INVESTORS SERVICES, LLC | 7.8K | $490.3K | −$6.26K | Cut−$60.3K |
| Rehmann Capital Advisory Group | 7.66K | $481.5K | −$6.05K | Cut−$2.84K |
| Townsend Financial Planning, LLC | 7.39K | $464.4K | −$5.92K | Cut−$4.6K |
| Carr Financial Group Corp | 7.17K | $450.2K | −$5.73K | Cut−$13.8K |
| American Investment Services, Inc. | 6.72K | $422.1K | −$5.26K | Added$3.53K |
| Boston Trust Walden Corp | 6.4K | $402.1K | −$5.12K | Cut−$5.12K |
| Essential Planning, LLC. | 6.33K | $397.6K | −$5.1K | Cut−$5.49K |
| White Lighthouse Investment Management Inc. | 6.29K | $395.1K | −$4.59K | Added$34K |
| CRUX WEALTH ADVISORS | 6.21K | $389.9K | −$4.92K | Cut−$2.03K |
| Bragg Financial Advisors, Inc | 6.04K | $379.3K | −$4.75K | Added$1.66K |
| LaSalle St. Investment Advisors, LLC | 6.03K | $378.9K | $378.5K | Added$378.5K |
| Cetera Investment Advisers | 6.02K | $378.1K | −$4.73K | Added$3.75K |
| Summit Wealth Group, LLC | 5.6K | $352K | −$4.48K | Cut−$4.48K |
| UMB Bank, n.a. | 5.6K | $352K | −$4.48K | Cut−$4.48K |
| Joel Adams & Associates, Inc. | 5.34K | $335.7K | −$4.22K | Added$805 |
| 25 LLC | 5.21K | $327.2K | −$4.17K | Cut−$4.17K |
| Tribridge Partners Financial LLC | 5.18K | $325.6K | −$3.83K | Cut−$3.83K |
| Perigon Wealth Management, LLC | 5.08K | $319.4K | −$4.07K | Cut−$4.07K |
| Live Oak Investment Partners | 5.01K | $315K | −$4.01K | Cut−$4.01K |
| Drucker Wealth 3.0, LLC | 4.96K | $311.5K | −$3.52K | Added$31.2K |
| STRATEGIC ADVISORY PARTNERS, LLC | 4.76K | $299.3K | −$3.81K | Cut−$21.4K |
| STIFEL FINANCIAL CORP | 4.73K | $297.1K | −$3.78K | Cut−$77.1K |
| AE Wealth Management LLC | 4.69K | $294.7K | −$931 | Added$220.7K |
| Eaton-Cambridge Inc. | 4.53K | $284.3K | — | New |
| Black Diamond Financial, LLC | 4.22K | $265.1K | −$3.38K | Cut−$3.38K |
| Grove Street Fiduciary, LLC | 3.86K | $242.6K | −$3.09K | Cut−$3.09K |
| FIRST TRUST ADVISORS LP | 3.84K | $241.5K | −$3.01K | Cut−$1.25K |
| KEYVANTAGE WEALTH, LLC | 3.57K | $224.1K | −$2.85K | Cut−$7.37K |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 3.42K | $215.2K | — | New |
| RMG Wealth Management LLC | 3.02K | $189.7K | — | New |
| Milestone Investment Advisors LLC | 2.83K | $177.8K | −$2.26K | Cut−$12.4K |
| Farther Finance Advisors, LLC | 2.73K | $171.3K | −$2.6K | Cut−$2.6K |
| TD Waterhouse Canada Inc. | 2.5K | $155.9K | — | New |
| NewEdge Advisors, LLC | 138.3K | $138.3K | −$8.66M | Cut−$9.26M |
| Fairway Wealth LLC | 1.91K | $119.8K | −$1.52K | Cut−$1.52K |
| BLUELINE ADVISORS LLC | 1.71K | $107.6K | −$1.37K | Cut−$128.2K |
| N.E.W. Advisory Services LLC | 1.55K | $97.1K | −$1.24K | Cut−$1.24K |
| Financial Gravity Asset Management, Inc. | 1.53K | $96.1K | −$1.09K | Added$9.08K |
| Fidelity | 1.41K | $88.6K | −$1.11K | Cut−$1.36K |
| US BANCORP \DE\ | 1.39K | $87.4K | −$1.11K | Cut−$1.11K |
| BLAIR WILLIAM & CO/IL | 1.18K | $74.3K | −$885 | Cut−$382 |
| Princeton Global Asset Management LLC | 1.01K | $63.3K | −$806 | Cut−$22.9K |
| WFA of San Diego, LLC | 1.01K | $63.2K | −$805 | Cut−$805 |
| MORGAN STANLEY | 944 | $59.3K | −$750 | Cut−$373 |
| Birchwood Financial Partners, Inc. | 815 | $51.2K | −$652 | Cut−$652 |
| Steward Partners Investment Advisory, LLC | 811 | $50.9K | −$639 | Cut−$262 |
| Sound Income Strategies, LLC | 800 | $50.1K | −$864 | Cut−$864 |
| HOLLENCREST CAPITAL MANAGEMENT | 547 | $34.4K | — | New |
| Larson Financial Group LLC | 533 | $33.5K | −$424 | Cut−$173 |
| Ashton Thomas Private Wealth, LLC | 437 | $27.5K | — | New |
| Physician Wealth Advisors, Inc. | 416 | $26.1K | −$333 | Cut−$460 |
| GILL CAPITAL PARTNERS, LLC | 280 | $17.6K | — | New |
| Hanson & Doremus Investment Management | 211.9K | $13.3K | −$152 | Added$1.24K |
| Tradewinds Capital Management, LLC | 167 | $10.5K | −$114 | Added$1.46K |
| Measured Wealth Private Client Group, LLC | 158 | $9.93K | −$127 | Cut−$127 |
| Strategic Investment Solutions, Inc. /IL | 130 | $8.19K | −$106 | Cut−$297 |
| BFSG, LLC | 116 | $7.29K | −$93 | Cut−$93 |
| Western Wealth Management, LLC | 95 | $5.97K | — | New |
| Front Row Advisors LLC | 75 | $4.71K | −$60 | Cut−$60 |
| BANK OF MONTREAL /CAN/ | 72 | $4.52K | −$57 | Cut−$57 |
| Cambridge Investment Research Advisors, Inc. | 64.6K | $4.06K | −$38 | Added$1.03K |
| VALLEY NATIONAL ADVISERS INC | 11.9K | $746 | −$9 | Added$49 |
| Betterment LLC | 7.21K | $453 | −$5 | Cut−$202 |
| Coston, McIsaac & Partners | 63 | $3 | −$1 | Cut−$1 |
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.