Stock
Reported value
$829.7M
Holders
187
+22 new · −20 exited
Holders’ est. mark
−$15.3M
Price effect on 164 books still in the name
Largest holder
$124M
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $885.4K
- Icahn Capital0.0% · $316.1K
- Renaissance Technologies0.0% · $258.8K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 2.11M | $124M | −$2.28M | Added$4.91M |
| 1607 Capital Partners, LLC | 1.3M | $76.7M | −$1.5M | Cut−$12.9M |
| Fisher Asset Management, LLC | 1.11M | $65.5M | −$1.28M | Cut−$4.44M |
| MORGAN STANLEY | 1.06M | $62.4M | −$1.15M | Added$2.48M |
| Allspring Global Investments Holdings, LLC | 951.2K | $55.9M | −$1.09M | Cut−$16.5M |
| UBS Group AG | 898.2K | $52.8M | −$446.2K | Added$29.6M |
| Vontobel Holding Ltd. | 660.9K | $38.9M | −$760.1K | Cut−$1.57M |
| Millburn Ridgefield LLC /DE/ | 541K | $31.8M | −$576.1K | Added$1.78M |
| Catalyst Capital Advisors LLC | 541K | $31.8M | −$576.1K | Added$1.78M |
| BlackRock, Inc. | 501.8K | $29.5M | −$577.1K | Cut−$61.4M |
| Trajan Wealth LLC | 322.5K | $19M | −$363.3K | Added$28.7K |
| JPMORGAN CHASE & CO | 322.2K | $18.5M | −$786.1K | Cut−$21.7M |
| GenTrust, LLC | 303.2K | $17.8M | −$333.6K | Added$442.6K |
| Lido Advisors, LLC | 293.5K | $17.3M | $370.4K | Added$10.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 287.1K | $16.9M | −$273.2K | Added$2.64M |
| Waverly Advisors, LLC | 225.7K | $13.3M | −$255.5K | Cut−$47.1K |
| LPL Financial LLC | 185.2K | $10.9M | −$213K | Cut−$471.4K |
| PGIM Custom Harvest LLC | 132K | $7.76M | −$125.7K | Added$1.21M |
| Rice Partnership, LLC | 131.6K | $7.74M | −$145.4K | Added$156.2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 125K | $7.35M | −$23.9K | Added$6.11M |
| WELLS FARGO & COMPANY/MN | 124.2K | $7.31M | −$117.6K | Added$1.17M |
| Pictet North America Advisors SA | 119K | $7M | −$109.9K | Added$1.26M |
| HighTower Advisors, LLC | 102K | $6M | −$117.4K | Cut−$2.32M |
| Compagnie Lombard Odier SCmA | 80.1K | $4.71M | −$92.1K | Cut−$217.5K |
| TD Waterhouse Canada Inc. | 70.7K | $4.19M | −$39K | Added$345.1K |
| Equitable Holdings, Inc. | 64.7K | $3.88M | −$0 | Added$89.9K |
| Climber Capital SA | 61.2K | $3.59M | $161.1K | Added$161.1K |
| ENVESTNET ASSET MANAGEMENT INC | 57K | $3.35M | −$65.6K | Cut−$429.9K |
| ROYAL BANK OF CANADA | 56.8K | $3.34M | −$65.8K | Cut−$12M |
| GOLDMAN SACHS GROUP INC | 50.8K | $2.99M | −$58.4K | Cut−$2.23M |
| Creative Planning | 48K | $2.82M | −$55.2K | Cut−$355.9K |
| Sanctuary Advisors, LLC | 46.3K | $2.73M | −$51.7K | Added$27.6K |
| HSBC HOLDINGS PLC | 45.4K | $2.67M | −$36.7K | Added$754.4K |
| Rockefeller Capital Management L.P. | 39.4K | $2.32M | −$44K | Added$17.5K |
| AMERIPRISE FINANCIAL INC | 36.2K | $2.13M | −$41.4K | Cut−$5.79M |
| ZACKS INVESTMENT MANAGEMENT | 36.1K | $2.12M | −$34.5K | Added$325.4K |
| M&T Bank Corp | 34K | $2M | −$39.1K | Cut−$39.1K |
| Federation des caisses Desjardins du Quebec | 31.7K | $1.87M | −$7.79K | Added$1.46M |
| LFA - Lugano Financial Advisors SA | 31.5K | $1.85M | −$33.5K | Added$105.7K |
| MONECO ADVISORS, LLC | 29.9K | $1.76M | −$34.4K | Cut−$40.6K |
| Ameliora Wealth Management Ltd. | 29.5K | $1.73M | −$33.1K | Added$11.2K |
| SIMON QUICK ADVISORS, LLC | 29.3K | $1.72M | −$33.7K | Cut−$69.8K |
| Idaho Trust Co | 28.6K | $1.68M | −$32.6K | Cut−$136.7K |
| CIBC WORLD MARKET INC. | 28.2K | $1.66M | −$29.2K | Added$138K |
| NISA INVESTMENT ADVISORS, LLC | 27.7K | $1.63M | −$31.9K | Cut−$31.9K |
| BFI Infinity Ltd. | 27.1K | $1.6M | −$29.4K | Added$62.5K |
| Y-Intercept (Hong Kong) Ltd | 25.6K | $1.51M | — | New |
| Corient Private Wealth LLC | 36.3K | $1.35M | −$585K | Cut−$186.2K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 22.8K | $1.34M | −$24.2K | Added$76K |
| Steward Partners Investment Advisory, LLC | 19.8K | $1.17M | −$22.8K | Cut−$73.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | 19.7K | $1.16M | −$16K | Added$322.9K |
| LMCG INVESTMENTS, LLC | 19.2K | $1.13M | −$22K | Cut−$87.2K |
| MML INVESTORS SERVICES, LLC | 18.8K | $1.11M | −$21.6K | Cut−$48.6K |
| Quantinno Capital Management LP | 18.6K | $1.09M | −$21K | Cut−$7.1K |
| BTG Pactual Asset Management US LLC | 18.2K | $1.07M | $72.7K | Added$72.7K |
| PNC Financial Services Group, Inc. | 18.2K | $1.07M | −$19.6K | Added$44.8K |
| Trek Financial, LLC | 18K | $1.06M | −$12.4K | Added$413.7K |
| HUNTINGTON NATIONAL BANK | 16.4K | $967.4K | −$128 | Added$960.7K |
| Fidelity | 15.1K | $885.4K | −$15.4K | Added$82.3K |
| Bridgewater Advisors Inc. | 14.3K | $885K | $18.2K | Added$18.2K |
| Mount Lucas Management LP | 14.4K | $848.2K | −$16.6K | Cut−$33.2K |
| Avestar Capital, LLC | 13.8K | $809.8K | −$14.6K | Added$48.2K |
| Cetera Investment Advisers | 13.7K | $806.8K | −$15.5K | Cut−$2.13K |
| Boreal Capital Management LLC | 13.6K | $799.6K | −$15.6K | Cut−$15.6K |
| RAYMOND JAMES FINANCIAL INC | 13.5K | $794.6K | −$14.7K | Added$26.9K |
| Sonoma Private Wealth LLC | 13.2K | $775.9K | −$11.8K | Added$159.8K |
| BANK OF MONTREAL /CAN/ | 13K | $764.8K | −$15K | Cut−$15K |
| GTS SECURITIES LLC | 12.9K | $756.3K | −$14.8K | Cut−$130.3K |
| Invesco Ltd. | 12.9K | $756K | −$10.1K | Added$227.3K |
| Kovitz Investment Group Partners, LLC | 12.8K | $751.6K | −$12.2K | Added$114.7K |
| swisspartners Advisors Ltd | 12.3K | $722.2K | −$17.4K | Cut−$18.6K |
| EFG International AG | 11.3K | $663.4K | −$13K | Cut−$13K |
| Marotta Asset Management | 10.5K | $624.2K | −$4.83K | Cut−$11.3K |
| BLUEDOOR PRIVATE WEALTH, LLC | 10.3K | $608.6K | −$11.9K | Cut−$11.9K |
| INSIGNEO ADVISORY SERVICES, LLC | 10.1K | $592.8K | — | New |
| Banque Cantonale Vaudoise | 9.85K | $578K | −$12.7K | Cut−$25K |
| Hyposwiss Advisors SA | 9.65K | $567.5K | −$9.53K | Added$70.7K |
| NATIONAL BANK OF CANADA /FI/ | 9.51K | $559.4K | −$10.7K | Cut−$76.5K |
| McHugh Group, LLC | 9.2K | $541.1K | −$10.6K | Cut−$10.6K |
| Waterway Wealth Management, LLC | 8.77K | $515.5K | −$10.1K | Cut−$10.1K |
| OSAIC HOLDINGS, INC. | 8.34K | $490.7K | −$9.66K | Cut−$133.4K |
| RFG Advisory, LLC | 8.13K | $478.1K | −$9.35K | Cut−$9.35K |
| Global Endowment Management, LP | 8K | $470K | −$10K | Cut−$10K |
| LGL PARTNERS, LLC | 7.66K | $450.3K | −$4.37K | Added$223.2K |
| Henrickson Nauta Wealth Advisors, Inc. | 7.18K | $422.1K | −$12.5K | Cut−$447.1K |
| East Coast Asset Management, LLC. | 7.1K | $417.6K | −$8.17K | Cut−$8.17K |
| Kestra Advisory Services, LLC | 7.06K | $415K | −$4.16K | Added$198.7K |
| JONES FINANCIAL COMPANIES LLLP | 7.28K | $414.9K | −$18.8K | Added$36.7K |
| Boltwood Capital Management | 6.7K | $394K | −$6.99K | Added$29.8K |
| US BANCORP \DE\ | 6.54K | $384.6K | −$7.52K | Cut−$7.52K |
| EWA, LLC | 6.38K | $375K | −$7.33K | Cut−$7.33K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6.32K | $372.4K | −$10.1K | Cut−$33.3K |
| J. Safra Sarasin Holding AG | 5.77K | $331.8K | −$12.5K | Added$48.7K |
| ASSETMARK, INC | 5.6K | $329.2K | −$6.44K | Cut−$14.9K |
| Icahn Capital | 5.5K | $316.1K | −$13.4K | Cut−$16.1K |
| EXENCIAL WEALTH ADVISORS, LLC | 5.3K | $311.9K | −$6.1K | Cut−$6.1K |
| Wealthfront Advisers LLC | 5.11K | $300.6K | — | New |
| Retirement Planning Group, LLC | 5.07K | $298.3K | −$5.83K | Cut−$21.5K |
| Savant Capital, LLC | 4.97K | $292.3K | −$5.68K | Cut−$3.98K |
| STIFEL FINANCIAL CORP | 4.96K | $291.4K | −$5.59K | Added$816 |
| MEEDER ASSET MANAGEMENT INC | 4.92K | $289.2K | — | New |
| Cerity Partners LLC | 4.76K | $279.8K | −$5.47K | Cut−$65.4K |
| Banco Santander, S.A. | 4.66K | $274.2K | −$3.98K | Added$66.9K |
| Mariner, LLC | 4.59K | $269.8K | −$4.05K | Added$59K |
| ASPIRIANT, LLC | 4.58K | $269.4K | −$5.27K | Cut−$24.6K |
| Caprock Group, LLC | 4.56K | $268.4K | −$4.58K | Added$29.5K |
| FIRST MANHATTAN CO. LLC. | 4.51K | $265.5K | −$4.13K | Added$50K |
| Empowered Funds, LLC | 4.48K | $263.2K | — | New |
| Renaissance Technologies | 4.4K | $258.8K | −$5.06K | Cut−$1.82M |
| Nautilus Advisors LLC | 4.32K | $253.9K | −$4.96K | Cut−$4.96K |
| COOKSON PEIRCE & CO INC | 4.22K | $248.2K | −$4.01K | Added$38.9K |
| Lunt Capital Management, Inc. | 4.19K | $246.4K | −$4.82K | Cut−$4.82K |
| Prime Capital Investment Advisors, LLC | 4.18K | $245.7K | −$4.8K | Cut−$4.8K |
| Arkadios Wealth Advisors | 4.05K | $238.4K | −$4.66K | Cut−$13.5K |
| &PARTNERS | 4.04K | $237.4K | −$4.59K | Cut−$2.18K |
| HB Wealth Management, LLC | 3.97K | $233.3K | −$4.2K | Added$14.4K |
| TIEMANN INVESTMENT ADVISORS, LLC | 3.88K | $227.9K | −$4.46K | Cut−$4.46K |
| United Asset Strategies, Inc. | 3.86K | $227.2K | — | New |
| NORTHERN TRUST CORP | 3.86K | $227.1K | −$4.44K | Cut−$4.44K |
| KINGSWOOD WEALTH ADVISORS, LLC | 3.72K | $218.7K | −$4.28K | Cut−$4.28K |
| WARNER FINANCIAL, INC | 3.57K | $210K | $209.8K | Added$209.8K |
| Truvestments Capital LLC | 3.55K | $208.8K | −$4.08K | Cut−$4.08K |
| FIFTH THIRD BANCORP | 3.43K | $202K | — | New |
| Integrated Wealth Concepts LLC | 3.43K | $201.9K | −$3.94K | Cut−$1.13M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3.09K | $181.9K | −$3.15K | Added$17.8K |
| USA FINANCIAL FORMULAS | 3.08K | $180.8K | −$2.61K | Added$44.6K |
| AlphaCentric Advisors LLC | 2.28K | $133.9K | −$2.6K | Cut−$1.72K |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 1.9K | $112K | −$1.99K | Added$8.24K |
| Strategic Wealth Partners, Ltd. | 1.72K | $101K | −$1.97K | Cut−$12.7K |
| CWM, LLC | 1.65K | $96.7K | $96.6K | Added$96.6K |
| Ashton Thomas Private Wealth, LLC | 1.64K | $96.2K | — | New |
| MassMutual Private Wealth & Trust, FSB | 1.49K | $87.9K | −$1.72K | Cut−$4.78K |
| Parallel Advisors, LLC | 1.48K | $87K | −$1.12K | Added$28.6K |
| Allworth Financial LP | 1.43K | $83.9K | −$1.64K | Cut−$8.47K |
| IFP Advisors, Inc | 1.31K | $77.2K | −$1.38K | Added$5.15K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.13K | $67K | −$74 | Added$59.4K |
| HARBOUR INVESTMENTS, INC. | 1.09K | $64.3K | −$945 | Added$15K |
| Advisory Services Network, LLC | 1.03K | $60.6K | — | New |
| Capital Investment Advisory Services, LLC | 900 | $52.9K | −$1.03K | Cut−$1.03K |
| Allianz SE | 755 | $44.4K | −$868 | Cut−$868 |
| HOWE & RUSLING INC | 664 | $39K | — | New |
| MAI Capital Management | 632 | $37.2K | −$727 | Cut−$727 |
| BAYBAN | 588 | $34.6K | −$676 | Cut−$676 |
| Breakwater Investment Management | 546 | $32.1K | −$628 | Cut−$628 |
| AlphaCore Capital LLC | 543 | $31.9K | −$624 | Cut−$624 |
| BNP PARIBAS FINANCIAL MARKETS | 487 | $28.6K | −$561 | Cut−$561 |
| FLOW TRADERS U.S. LLC | 453.3K | $26.7K | −$34 | Added$24.9K |
| Pacifica Partners Inc. | 400 | $23.5K | −$612 | Cut−$612 |
| SIGNATUREFD, LLC | 396 | $23.3K | −$455 | Cut−$455 |
| Hurley Capital, LLC | 386 | $22.7K | −$443 | Cut−$443 |
| Tower View Wealth Management LLC | 383 | $22.5K | −$441 | Cut−$441 |
| ROTHSCHILD INVESTMENT LLC | 375 | $22.1K | −$431 | Cut−$431 |
| AE Wealth Management LLC | 341 | $20.1K | −$99 | Added$14.9K |
| RHUMBLINE ADVISERS | 320 | $18.8K | −$368 | Cut−$368 |
| Turtle Creek Wealth Advisors, LLC | 285 | $16.8K | — | New |
| NewEdge Advisors, LLC | 15.6K | $15.6K | −$919.9K | Cut−$1.25M |
| Polianta Ltd | 258.7K | $15.2K | — | New |
| Destiny Wealth Partners, LLC | 250 | $14.7K | — | New |
| BLAIR WILLIAM & CO/IL | 245 | $14.4K | — | New |
| MCGUIRE CAPITAL ADVISORS INC | 242 | $14.2K | — | New |
| MTM Investment Management, LLC | 225 | $13.2K | −$259 | Cut−$259 |
| NBT BANK N A /NY | 200 | $11.8K | −$230 | Cut−$230 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 160 | $9.41K | −$119 | Added$3.17K |
| Darwin Wealth Management, LLC | 145 | $8.53K | — | New |
| CALDWELL SUTTER CAPITAL, INC. | 140 | $8.23K | −$161 | Cut−$161 |
| Dunhill Financial, LLC | 117 | $6.88K | −$135 | Cut−$135 |
| EverSource Wealth Advisors, LLC | 100 | $5.88K | −$115 | Cut−$115 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 100 | $5.88K | — | New |
| Archer Investment Corp | 98 | $5.75K | −$113 | Cut−$113 |
| ATLAS CAPITAL ADVISORS INC. | 76 | $4.47K | −$80 | Added$332 |
| CSM Advisors, LLC | 74.7K | $4.4K | — | New |
| PRIVATE TRUST CO NA | 58 | $3.41K | −$66 | Cut−$366 |
| Sankala Group LLC | 59 | $3.4K | −$444 | Cut−$3.9K |
| Eukles Asset Management | 40 | $2.35K | — | New |
| Solstein Capital, LLC | 34 | $2K | −$39 | Cut−$39 |
| Bogart Wealth, LLC | 31 | $1.84K | −$36 | Cut−$36 |
| Western Wealth Management, LLC | 30 | $1.76K | — | New |
| Blue Trust, Inc. | 26 | $1.53K | −$28 | Added$90 |
| BARCLAYS PLC | 24 | $1.41K | −$28 | Cut−$60.9K |
| SIMPLEX TRADING, LLC | 21 | $1.24K | — | New |
| HRT FINANCIAL LP | 8.1K | $476 | — | New |
| CX Institutional | 7.64K | $449 | −$9 | Cut−$35 |
| Tower Research Capital LLC (TRC) | 6 | $353 | −$7 | Cut−$1.03K |
| Forum Finance Group S.A. | 6.25K | $294 | — | Held |
| TORONTO DOMINION BANK | 5 | $294 | −$6 | Cut−$6 |
| Cambridge Investment Research Advisors, Inc. | 3.42K | $201 | −$4 | Cut−$4 |
| Covestor Ltd | 76 | $4 | −$0 | Held |
Who left
- Qube Research & Technologies Ltd$5.56M
- MANAGED ASSET PORTFOLIOS, LLC$3.38M
- JANE STREET GROUP, LLC$1.74M
- D. E. Shaw & Co., Inc.$1.13M
- MGO Private Wealth, LLC$826.5K
- Mirae Asset Global Investments Co., Ltd.$638.6K
- Apollon Wealth Management, LLC$376.4K
- PRELUDE CAPITAL MANAGEMENT, LLC$270.1K
- Avos Capital Management, LLC$248.1K
- Bellecapital International Ltd.$231.1K
- DV Trading LLC$172.6K
- CoreCap Advisors, LLC$30K
- Orion Capital Management LLC$24K
- Abound Wealth Management$8.46K
- Root Financial Partners, LLC$3.48K
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.