Stock
Reported value
$792.1M
Holders
63
+11 new · −6 exited
Holders’ est. mark
$13.4M
Price effect on 51 books still in the name
Largest holder
$296.4M
BANK OF AMERICA CORP /DE/
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 10.1M | $296.4M | $5.24M | Added$21.8M |
| MORGAN STANLEY | 6.65M | $195.1M | $3.32M | Added$21.4M |
| ROYAL BANK OF CANADA | 2.39M | $70.2M | $1.3M | Added$2.02M |
| UBS Group AG | 1.66M | $48.6M | $910.9K | Added$710.7K |
| RAYMOND JAMES FINANCIAL INC | 729.4K | $21.4M | $343.3K | Added$3.43M |
| WELLS FARGO & COMPANY/MN | 616.7K | $18.1M | $263K | Added$4.33M |
| Sanctuary Advisors, LLC | 559.4K | $16.4M | $101K | Added$11.1M |
| LPL Financial LLC | 443.8K | $13M | $243.5K | Added$273.2K |
| Prime Capital Investment Advisors, LLC | 336.6K | $9.88M | $175.8K | Added$675.2K |
| STIFEL FINANCIAL CORP | 336K | $9.86M | $181.5K | Added$358.8K |
| US BANCORP \DE\ | 307.8K | $9.03M | $168.1K | Added$234.1K |
| TRUIST FINANCIAL CORP | 243.7K | $7.15M | $133.4K | Added$165.9K |
| FIFTH THIRD BANCORP | 228.5K | $6.71M | $102.6K | Added$1.33M |
| CASTLE WEALTH MANAGEMENT LLC | 220.3K | $6.47M | $110.5K | Added$220.8K |
| Joseph Group Capital Management | 205.5K | $6.03M | $109.4K | Added$303K |
| Cetera Investment Advisers | 168.8K | $4.95M | $87.9K | Added$349.5K |
| JPMORGAN CHASE & CO | 159.2K | $4.61M | $22.9K | Added$208.4K |
| Gotham Asset Management, LLC | 145.2K | $4.26M | $79.8K | Cut−$635.7K |
| Bank of New York Mellon Corp | 140.6K | $4.13M | — | New |
| Equitable Holdings, Inc. | 139.1K | $4.01M | $1 | Added$442.3K |
| GOLDMAN SACHS GROUP INC | 133.9K | $3.93M | — | New |
| ENVESTNET ASSET MANAGEMENT INC | 116.5K | $3.42M | $64.1K | Cut−$146.6K |
| Rockefeller Capital Management L.P. | 104K | $3.05M | $57.2K | Cut−$465.6K |
| Heritage Wealth Management, Inc. | 85.8K | $2.52M | $47.2K | Added$47.2K |
| Waverly Advisors, LLC | 83K | $2.44M | $45.6K | Cut−$65.9K |
| Atria Investments, Inc | 73.6K | $2.16M | $20.9K | Added$1.07M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 70K | $2.05M | $37.8K | Added$77.6K |
| Wealthcare Advisory Partners LLC | 53.3K | $1.56M | $29.3K | Cut−$2.53K |
| &PARTNERS | 51.4K | $1.53M | $21.4K | Added$940.1K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 44.1K | $1.29M | $21.5K | Added$76.5K |
| Vestmark Advisory Solutions, Inc. | 43.9K | $1.29M | $23.2K | Added$73.7K |
| Wealth Dimensions Group, Ltd. | 41.8K | $1.23M | $23K | Added$23K |
| Dorsey & Whitney Trust CO LLC | 33.4K | $979.3K | — | New |
| EdgeRock Capital LLC | 30.6K | $897K | $16.5K | Added$33.1K |
| Philadelphia Investment Partners, LLC | 28.2K | $828.3K | — | Held |
| TRANSCEND CAPITAL ADVISORS, LLC | 27.1K | $796K | $14.9K | Cut−$542K |
| Baird Financial Group, Inc. | 26K | $762.7K | $14K | Added$28.1K |
| MML INVESTORS SERVICES, LLC | 21.1K | $619.8K | $11.1K | Added$39.5K |
| PFG Investments, LLC | 15.3K | $450.4K | $6.79K | Added$95.2K |
| OpenArc Corporate Advisory, LLC | 15.3K | $449.7K | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15K | $438.8K | $7.59K | Added$41.1K |
| PUREfi Wealth, LLC | 13K | $381.6K | $7.15K | Added$7.15K |
| JANE STREET GROUP, LLC | 12.8K | $377K | — | New |
| SAPIENT CAPITAL LLC | 10.6K | $309.9K | — | New |
| Argentarii, LLC | 9.58K | $281.1K | $4.43K | Added$49K |
| Weaver Consulting Group | 9.55K | $280.3K | $5.25K | Added$5.25K |
| MCF Advisors LLC | 9K | $264.1K | — | New |
| Citadel | 8.36K | $245.4K | — | New |
| Parallel Advisors, LLC | 7.93K | $232.9K | $522 | Added$205.5K |
| Arkadios Wealth Advisors | 7.29K | $214K | $4.01K | Cut−$3.62K |
| Qube Research & Technologies Ltd | 4.03K | $118.3K | $738 | Added$79.7K |
| MAI Capital Management | 3.37K | $98.8K | $1.63K | Added$13.6K |
| Blue Trust, Inc. | 2.93K | $85.9K | $922 | Added$37.6K |
| Cornerstone Financial Management LLC | 2.8K | $82.2K | $1.54K | Added$1.54K |
| Farther Finance Advisors, LLC | 812 | $23.9K | $511 | Added$511 |
| Signature Equity Partners, LLC | 223 | $6.54K | $123 | Added$123 |
| Allworth Financial LP | 208 | $6.11K | — | New |
| OSAIC HOLDINGS, INC. | 200 | $5.87K | $109 | Cut−$42.8K |
| JONES FINANCIAL COMPANIES LLLP | 165 | $4.77K | — | New |
| Cambridge Investment Research Advisors, Inc. | 116.4K | $3.42K | $64 | Added$16 |
| Nemes Rush Group LLC | 116 | $3.4K | $64 | Added$64 |
| Janney Montgomery Scott LLC | 13.6K | $398 | $8 | Cut−$72 |
| Fidelity | 1 | $29 | — | 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.