13F

Stock

Ishares Tr

Ticker not mapped · held by 913 managers

Reported value

$6.71B

Holders

913

+54 new · −93 exited

Holders’ est. mark

−$604.8K

Price effect on 237 books still in the name

Largest holder

$1.23B

BANK OF AMERICA CORP /DE/

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BANK OF AMERICA CORP /DE/7.26M$1.23B$524.3KAdded$120M
CITIGROUP INC5.12M$865M$409.9KCut−$19.8M
MORGAN STANLEY2.77M$468.3M$222.2KCut−$72.5M
BNP PARIBAS FINANCIAL MARKETS2.43M$410.2M$170.7KAdded$50.2M
JPMORGAN CHASE & CO2.46M$398.3M−$2.41MAdded$339.6M
GOLDMAN SACHS GROUP INC1.28M$215.4M$96.3KAdded$12.2M
ENVESTNET ASSET MANAGEMENT INC1.23M$207.1M$97.7KAdded$708.6K
RAYMOND JAMES FINANCIAL INC1.03M$173.9M$79.4KAdded$6.06M
COMMERCE BANK881.6K$148.9M$66.1KAdded$9.51M
WELLS FARGO & COMPANY/MN854.3K$144.3M$60.6KAdded$16.6M
UBS Group AG814.3K$137.5M$65.1KCut−$16.6M
ROYAL BANK OF CANADA737.1K$124.5M$57.8KAdded$1.31M
LPL Financial LLC725K$122.4M$58.1KCut−$45.1M
TRUIST FINANCIAL CORP666.3K$112.5M$51.4KAdded$4.16M
WestEnd Advisors, LLC648.1K$109.4M$50.5KAdded$3.16M
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND596K$100.6M$47.7KAdded$47.7K
TWO SIGMA INVESTMENTS, LP557.8K$94.2M$44.6KCut−$154.8M
BARCLAYS PLC450.7K$76.1M$36.1KCut−$37.3M
D. E. Shaw & Co., Inc.389.1K$65.7M$3.14KAdded$59.1M
PNC Financial Services Group, Inc.318.6K$53.8M$25.6KCut−$1.05M
Jefferies Financial Group Inc.302.3K$51M$24KAdded$336.2K
VICTORY CAPITAL MANAGEMENT INC226.2K$38.2M$17.9KAdded$511.9K
STIFEL FINANCIAL CORP157.3K$26.6M$12.8KAdded$333.3K
Cornerstone Advisors, LLC148K$25M$7.12KAdded$9.97M
McElhenny Sheffield Capital Management, LLC142K$24M$11.3KCut−$1.42M
Rockefeller Capital Management L.P.136.9K$23.1M$10.9KCut−$1.8M
COMMONWEALTH EQUITY SERVICES, LLC132.4K$22.4M$10.6KCut−$2.57M
Cetera Investment Advisers128.5K$21.7M$9.22KAdded$1.87M
Focus Partners Wealth123.3K$20.8M$10.1KCut−$32.6K
ALBION FINANCIAL GROUP /UT120.1K$20.3M$9.58KAdded$78.8K
Henshaw Capital LLC120K$20.3MNew
Generali Investments CEE, investicni spolecnost, a.s.116.1K$19.6M$9.29KAdded$9.29K
AMERIPRISE FINANCIAL INC115.1K$19.4M$26.1KCut−$56.2K
Erste Asset Management GmbH102.3K$17.3M$30.5KAdded$30.5K
MML INVESTORS SERVICES, LLC99K$16.7M$8KCut−$2.64M
INVESTMENT HOUSE LLC97.7K$16.5M$7.81KCut−$36.6K
OSAIC HOLDINGS, INC.95K$16.1M$3.65KAdded$363.5K
MAI Capital Management81.8K$13.8M$6.42KAdded$237.9K
CAPITAL FUND MANAGEMENT S.A.81.3K$13.7M$6.5KCut−$8.87M
ASSETMARK, INC76.7K$13M$5.93KAdded$458.6K
Creative Planning72.4K$12.2M$5.47KAdded$818.7K
FACTORY MUTUAL INSURANCE CO71K$12M$5.68KAdded$5.68K
HighTower Advisors, LLC70.9K$12M$6.46KAdded$71.5K
Cerity Partners LLC69.8K$11.8M$4.15KAdded$3.7M
Bronte Capital Management Pty Ltd.69.3K$11.7M$5.54KCut−$515.1K
CUMBERLAND ADVISORS INC63.8K$10.8M$5.1KCut−$75.1K
DAFNA Capital Management LLC62.1K$10.5M$4.97KCut−$1.01M
MANUFACTURERS LIFE INSURANCE COMPANY, THE62.1K$10.5M$4.6KAdded$770K
Beacon Pointe Advisors, LLC62.1K$10.5M$4.12KAdded$1.75M
SUSQUEHANNA INTERNATIONAL GROUP, LLP61.6K$10.4M$4.93KCut−$40.9M
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC61.5K$10.4M$4.94KCut−$36.9K
Apella Capital, LLC57.9K$10.2M$454.5KAdded$515.6K
Tradition Wealth Management, LLC60.2K$10.2M$4.53KAdded$439.7K
Corient Private Wealth LLC57.4K$9.39M−$299.5KCut−$1.12M
NTV Asset Management LLC54.5K$9.2M$4.34KAdded$43.3K
Independent Advisor Alliance54.3K$9.17MNew
BROWN ADVISORY INC53.7K$9.07M$4.3KCut−$47.8K
Allspring Global Investments Holdings, LLC52.5K$8.94M$53KAdded$1.01M
Virtue Capital Management, LLC54.6K$8.84M−$379.7KCut−$188.5K
Humankind Investments LLC50K$8.44M$4KCut−$755.5K
DAVENPORT & Co LLC48.7K$8.23M$3.36KAdded$1.07M
Summit Financial, LLC48.2K$8.13M$3.15KAdded$1.27M
Kestra Advisory Services, LLC47.5K$8.01M$3.29KAdded$873.7K
Sanctuary Advisors, LLC45.9K$7.75M$3.22KAdded$1.04M
FORBES J M & CO LLP43.7K$7.38M$3.5KAdded$1.3K
Mariner, LLC43.6K$7.36M$3.1KAdded$790.5K
Pictet Asset Management Holding SA44.5K$7.19M−$395.6KCut−$395.6K
SP Asset Management LLC41.6K$7.02M$3.36KCut−$125.2K
First Interstate Bank41.1K$6.94M$2.77KAdded$1.09M
Concurrent Investment Advisors, LLC40.3K$6.81M$2.84KAdded$786.8K
Steward Partners Investment Advisory, LLC37.9K$6.41M$2.95KAdded$265.9K
MMBG INVESTMENT ADVISORS CO.37.8K$6.38M$3.02KCut−$51K
TOTH FINANCIAL ADVISORY CORP37.5K$6.33M$2.83KAdded$451K
EQUITABLE TRUST CO37.3K$6.3MNew
Quadrature Capital Ltd36.9K$6.23MNew
BANK OF MONTREAL /CAN/36.4K$6.14M$2.88KAdded$70.8K
SSI INVESTMENT MANAGEMENT LLC36.1K$6.09M$2.89KCut−$995
Tower Research Capital LLC (TRC)35.9K$6.07M$1.5KAdded$2.91M
IFP Advisors, Inc35.9K$6.06M$1.64KAdded$2.6M
BEARING POINT CAPITAL, LLC35.2K$5.95M$2.82KCut−$36.8K
Williams Jones Wealth Management, LLC.35.2K$5.95M$2.82KCut−$47.8K
Michelson Medical Research Foundation, Inc.35.1K$5.93M$2.81KAdded$2.81K
Miller Investment Management, LP35.1K$5.93M$2.81KCut−$394.3K
Addison Capital Co33K$5.58M$2.2KAdded$773.7K
Equitable Holdings, Inc.33K$5.57M$144Added$1.64M
Ashton Thomas Private Wealth, LLC32.3K$5.45M$2.58KCut−$585.2K
Colonial Trust Advisors31.9K$5.39M$2.55KCut−$240.3K
Howard Capital Management Group, LLC29.2K$4.93M$2.2KCut−$566.4K
Gladstone Institutional Advisory LLC29.1K$4.91M$2.45KCut−$7.08M
Crescent Grove Advisors, LLC28.4K$4.79M$2.34KAdded$1.33K
SOUTHERN CAPITAL ADVISORS, LLC28.2K$4.76M$1.94KAdded$818K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC29.6K$4.72M−$354.1KCut−$1.92M
Blume Capital Management, Inc.27.5K$4.64M$2.2KCut−$360.7K
EVERGREEN CAPITAL MANAGEMENT LLC27.4K$4.63M$2.26KCut−$139.2K
FIFTH THIRD BANCORP27.4K$4.62M$1.03KAdded$2.38M
JONES FINANCIAL COMPANIES LLLP28.7K$4.6M−$198.9KAdded$568.9K
Concord Investment Counsel Inc.27.2K$4.6M$2.18KCut−$45.4K
Private Advisor Group, LLC27.2K$4.59M$2.26KAdded$137.3K
OPPENHEIMER & CO INC26.7K$4.51M$1.84KAdded$632.3K
HARBOUR INVESTMENT MANAGEMENT LLC25.6K$4.33M$2.06KCut−$532.4K
Envestnet Portfolio Solutions, Inc.24.9K$4.21M$1.88KAdded$235.6K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO24.1K$4.08M$1.71KAdded$319.7K
Associated Banc-Corp24.1K$4.07M$1.93KCut−$259.7K
Militia Capital Management LLC24.1K$4.07MHeld
GLENMEDE TRUST CO NA24K$4.04M$1.83KAdded$186K
Chesley Taft & Associates LLC23.8K$4.02M$1.9KCut−$436.7K
Kera Capital Partners, Inc.23.6K$3.99M−$82.5KAdded$13.9K
NBT BANK N A /NY23.6K$3.98M$1.89KCut−$175.2K
Waverly Advisors, LLC23K$3.88M$1.87KCut−$34.4K
COFG Advisors, LLC22.6K$3.82M$1.85KAdded$4.55K
Gotham Asset Management, LLC22.6K$3.82MNew
Citadel22K$3.72M$1.76KCut−$15.2M
MARVIN & PALMER ASSOCIATES INC21.8K$3.68M$1.75KCut−$3.44M
Baird Financial Group, Inc.21.4K$3.61M$1.71KCut−$1.98M
Eagle Strategies LLC21.1K$3.57M$1.03KAdded$1.5M
MARTIN & CO INC /TN/21K$3.55M$1.66KAdded$45.1K
CIBC Bancorp USA Inc.20.3K$3.43MHeld
BNC WEALTH MANAGEMENT, LLC20.2K$3.42M$932Added$1.53M
Fischer Financial Services, Inc.20.2K$3.4M$1.62KCut−$25.2K
Marion Wealth Management20.1K$3.4M−$130.5KCut−$290.4K
FRG Family Wealth Advisors LLC20.1K$3.39M$1.61KCut−$231.3K
NORTHERN TRUST CORP20K$3.37M$1.6KCut−$56.5K
Quantinno Capital Management LP19.9K$3.36M$1.16KAdded$835.1K
Perkins Coie Trust Co19.9K$3.35M$1.58KAdded$32K
Coastal Bridge Advisors, LLC19.7K$3.33M$1.56KAdded$200.5K
&PARTNERS19.6K$3.31M$1.54KAdded$71.3K
EP Wealth Advisors, LLC19.4K$3.27M$546Added$2.1M
KEYBANK NATIONAL ASSOCIATION/OH18.7K$3.17M$1.5KCut−$15.7K
PINNACLE ASSOCIATES LTD18.5K$3.12M$1.49KCut−$17.8K
Fidelity18.4K$3.11M−$5.12KAdded$404.2K
Westside Investment Management, Inc.18.3K$3.1M$1.95KAdded$62.1K
WealthCare Investment Partners, LLC18.3K$3.04M−$46.7KAdded$609.5K
Integrated Wealth Concepts LLC17.9K$3.02M$1.49KCut−$141.6K
LYELL WEALTH MANAGEMENT, LP17.6K$2.97M$862Added$1.14M
MILLENNIUM MANAGEMENT LLC17.3K$2.93M$1.39KCut−$13.8M
LITTLEJOHN FINANCIAL SERVICES, INC.17.1K$2.89M$1.33KCut−$202.4K
UNITED CAPITAL FINANCIAL ADVISORS, LLC17K$2.87M$1.73KCut−$208.9K
Greenline Partners, LLC16.8K$2.84M$1.35KAdded$1.35K
ArchPoint Investors16.8K$2.83M$1.34KAdded$1.34K
Atria Investments, Inc16.7K$2.82M$1.29KAdded$137.7K
BAR HARBOR WEALTH MANAGEMENT16.5K$2.78M$1.21KAdded$221.2K
Bank Pictet & Cie (Europe) AG16.3K$2.75M$1.3KAdded$1.3K
US BANCORP \DE\16.2K$2.74M$1.16KAdded$303.7K
Destiny Wealth Partners, LLC16.2K$2.74M−$113.6KCut−$124.2K
INDEPENDENT FINANCIAL GROUP, LLC16K$2.71M$1.29KAdded$41.8K
BTG Pactual Asset Management US LLC16K$2.7M$676.4KAdded$680K
BENJAMIN EDWARDS INC15.9K$2.68M$947Added$703.3K
SIH Partners, LLLP15.9K$2.68MNew
Atlantic Union Bankshares Corp15.8K$2.67M$1.26KCut−$78.4K
Clark Capital Management Group, Inc.15.5K$2.62M$906Added$706.9K
MOODY LYNN & LIEBERSON, LLC15.4K$2.6M$1.23KCut−$67.1K
Choate Investment Advisors15.4K$2.59M$1.23KAdded$1.23K
Audent Global Asset Management, LLC15.2K$2.56M$1.18KCut−$1.59M
Avalon Trust Co15K$2.54M$1.18KCut−$201.4K
Snider Financial Group15K$2.53M$1.2KCut−$1.69M
GRIMES & Co WEALTH MANAGEMENT, LLC15K$2.53M$1.11KCut−$404.8K
Central Pacific Bank - Trust Division14.8K$2.5M$1.19KAdded$1.19K
BLAIR WILLIAM & CO/IL14.8K$2.5M$867Added$524.5K
ANDERSON HOAGLAND & CO14.6K$2.47M$1.17KCut−$505.1K
PARSONS CAPITAL MANAGEMENT INC/RI14.6K$2.47MNew
Viewpoint Capital Management LLC14.5K$2.45M$1.11KAdded$110.9K
Aster Capital Management (DIFC) Ltd18.9K$2.41M−$294.7KAdded$1.19M
FRANKLIN RESOURCES INC14.2K$2.39M$1.13KAdded$1.13K
Empirical Asset Management, LLC14K$2.36M$1.12KCut−$4.79K
Crestwood Advisors Group, LLC13.9K$2.34M−$115Cut−$55K
1ST SOURCE BANK13.8K$2.33M$1.1KCut−$63.5K
STRATEGIC ADVISORY PARTNERS, LLC13.8K$2.33M$1.1KCut−$2.6M
Arcadia Wealth Management, Inc.13.8K$2.33M$1.1KCut−$159.2K
KCM INVESTMENT ADVISORS LLC13.7K$2.32M$1.12KCut−$33.5K
MERCER GLOBAL ADVISORS INC /ADV13.7K$2.32M$1.09KAdded$160.6K
Farther Finance Advisors, LLC13.5K$2.3M$12.3KAdded$765K
CAPTRUST FINANCIAL ADVISORS13.4K$2.27M$837Added$89.5K
Martin Capital Advisors, LLP13.4K$2.27M$1.08KCut−$100.2K
CENTRAL TRUST Co13.4K$2.26M$1.07KCut−$58.5K
LEUTHOLD GROUP, LLC13.3K$2.24M$1.06KCut−$830.3K
Wealthfront Advisers LLC13.2K$2.23M$1.03KAdded$58.4K
Intellectus Partners, LLC13.1K$2.21M$1.02KCut−$7.08K
New England Private Wealth Advisors LLC13.1K$2.21M$1.12KAdded$2.47K
Texas Yale Capital Corp.12.8K$2.17M$1.03KAdded$1.03K
Volterra Technologies LP12.8K$2.16MNew
Traynor Capital Management, Inc.13.3K$2.15M−$80.5KAdded$187.2K
TRANSCEND CAPITAL ADVISORS, LLC12.7K$2.14M$1.01KCut−$118.5K
Bank of New York Mellon Corp12.5K$2.12M$965Added$117.5K
Lido Advisors, LLC12.3K$2.09M$292.1KCut−$2.65M
Cresset Asset Management, LLC12.2K$2.06M$833Added$475.5K
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC12.1K$2.05M$982Cut−$13.7K
Advisory Services Network, LLC12.1K$2.05M$1.08KCut−$563.4K
Robertson Stephens Wealth Management, LLC12K$2.03M$928Added$113.6K
BARTLETT & CO. WEALTH MANAGEMENT LLC11.9K$2.02M$16.5KCut−$40.3K
World Investment Advisors12K$2.02M$986Added$18.9K
WESBANCO BANK INC11.6K$1.97M$932Added$932
Bellwether Advisors, LLC11.6K$1.96M$927Cut−$4.98K
BURNS J W & CO INC/NY11.2K$1.9M$899Cut−$122.3K
Composition Wealth, LLC11.2K$1.88M$893Cut−$312.3K
Arkadios Wealth Advisors11K$1.85M$1.01KAdded$10.3K
Wagner Wealth Management, Corp10.8K$1.83MNew
Novak & Powell Financial Services, Inc.10.8K$1.82M$998Added$3.36K
Pinnacle Financial Partners, Inc.10.8K$1.82M$885Cut−$23.4K
Belpointe Asset Management LLC10.4K$1.76M$851Cut−$486.6K
Gerber Kawasaki Wealth & Investment Management10.4K$1.75M$785Added$30K
Dakota Wealth Management10.3K$1.75M$272Added$1.17M
SCOTIA CAPITAL INC.10.3K$1.74M$1.14KCut−$10.3K
GARRISON POINT ADVISORS, LLC10.1K$1.71M$809Cut−$16.1K
SECURITY NATIONAL BANK OF SO DAK10.1K$1.7M$805Cut−$27.4K
Sigma Planning Corp10K$1.69M$531Added$636.4K
Blue Fin Capital, Inc.9.99K$1.69M$792Added$16.8K
Fairvoy Private Wealth, LLC9.96K$1.68MNew
Canton Hathaway, LLC9.96K$1.68M$800Added$800
EDMOND DE ROTHSCHILD HOLDING S.A.9.91K$1.67M$793Cut−$160.4K
Cannell & Spears LLC9.84K$1.66M$788Cut−$13.9K
KANAWHA CAPITAL MANAGEMENT LLC9.81K$1.66M$751Added$76.6K
Avior Wealth Management, LLC9.71K$1.64M$707Added$367.1K
Stratos Wealth Partners, LTD.9.46K$1.6M$439Added$491.3K
RS CRUM INC.9.45K$1.6M$766Added$766
NewEdge Wealth, LLC9.39K$1.59M$860Added$10.1K
Telos Capital Management, Inc.9.3K$1.57M$740Cut−$88.9K
White Lighthouse Investment Management Inc.9.28K$1.57M$746Added$1.42K
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/9.25K$1.56M$740Cut−$76.7K
BRADLEY FOSTER & SARGENT INC/CT9.18K$1.55M$734Added$734
Moors & Cabot, Inc.9.04K$1.53M$723Added$723
Wealthcare Advisory Partners LLC8.91K$1.5M$773Added$22.4K
Acropolis Investment Management, LLC8.9K$1.5M$712Added$712
Colonial Trust Co / SC8.8K$1.49M$702Cut−$33K
City State Bank8.75K$1.48M$687Added$28.5K
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.8.75K$1.48M$541Cut−$55K
Stegent Equity Advisors, Inc.8.73K$1.47M$698Cut−$19.4K
Biltmore Family Office, LLC8.7K$1.47M$696Added$696
Arrowroot Family Office, LLC8.69K$1.47M$696Cut−$361.3K
Sanchez Gaunt Capital Management, LLC8.55K$1.44MHeld
Capital Investment Advisors, LLC8.46K$1.43M$710Cut−$23.8K
ELEVATION POINT WEALTH PARTNERS, LLC8.45K$1.43M$483Added$378.6K
Apollon Wealth Management, LLC8.41K$1.42M$653Cut−$7.79K
Beaumont Financial Advisors, LLC8.4K$1.42M$673Added$15.9K
Vestmark Advisory Solutions, Inc.8.36K$1.41M$479Added$372.5K
HOEY INVESTMENTS, INC8.26K$1.4M$373Added$634.4K
Icahn Capital8.26K$1.39M$546Added$41.1K
Busey Bank8.22K$1.39M$658Cut−$18.4K
Chicago Partners Investment Group LLC7.86K$1.37M−$7.51KCut−$10.8K
BigSur Wealth Management LLC8.05K$1.36M$644Cut−$33.1K
Endowment Wealth Management, Inc.8K$1.35M$519Added$157.5K
Finer Wealth Management, Inc.7.99K$1.35M$640Cut−$351.2K
Lighthouse Financial LLC7.86K$1.33M$241Added$819.2K
FIL Ltd7.82K$1.32M−$2.5KCut−$244.8K
Magnus Financial Group LLC7.79K$1.32M$608Added$190.4K
Signature Wealth Management Partners, LLC7.66K$1.29M$602Added$23.4K
Tudor Financial Inc.7.49K$1.26M$591Added$17.5K
STEPHENS INC /AR/7.45K$1.26M$597Added$26.6K
Cullen/Frost Bankers, Inc.7.44K$1.26M$522Added$17.4K
Milestone Investment Advisors LLC7.34K$1.24M$575Added$25.9K
ADELL HARRIMAN & CARPENTER INC7.3K$1.23M$584Cut−$5.83K

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.