13F

Stock

Ishares Tr

Ticker not mapped · held by 357 managers

Reported value

$2.61B

Holders

357

+2 new · −1 exited

Holders’ est. mark

−$843K

Price effect on 6 books still in the name

Largest holder

$171M

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/7.31M$171M−$442.5KAdded$11.3M
Aptus Capital Advisors, LLC6.66M$155.9M—Held
MERCER GLOBAL ADVISORS INC /ADV5.61M$131.3M—Held
MORGAN STANLEY5.51M$128.9M−$331.4KAdded$9.27M
CAPITAL ADVISORS INC/OK4.8M$112.3M—Held
SHUFRO ROSE & CO LLC3.81M$89.1M—Held
Capital Investment Advisors, LLC3.72M$87.1M—Held
UBS Group AG3.51M$82.2M—Held
RAYMOND JAMES FINANCIAL INC2.95M$69.1M—Held
ROYAL BANK OF CANADA2.18M$51.1M—Held
HM PAYSON & CO2.16M$50.6M—Held
LPL Financial LLC2.13M$49.9M—Held
WELLS FARGO & COMPANY/MN2.1M$49.2M—Held
SUMMITRY LLC1.84M$43M—Held
HighTower Advisors, LLC1.77M$41.5M—Held
WOODMONT INVESTMENT COUNSEL LLC1.75M$40.9M—Held
Sound View Wealth Advisors Group, LLC1.61M$37.8M—Held
Klingman & Associates, LLC1.54M$36M—Held
SIGMA INVESTMENT COUNSELORS INC1.51M$35.5M—Held
Lido Advisors, LLC1.43M$33.4M—Held
Gratus Wealth Advisors, LLC1.42M$33.3M—Held
Venture Visionary Partners LLC1.35M$31.8M—Held
COMMONWEALTH EQUITY SERVICES, LLC1.2M$28.1M—Held
Seven Springs Wealth Group, LLC1.15M$26.9M—Held
Wealthcare Advisory Partners LLC1.15M$26.8M—Held
Advisors Capital Management, LLC1.1M$25.7M—Held
Summit Financial, LLC1.07M$25M—Held
RVW Wealth, LLC1.06M$24.8M—Held
AMERIPRISE FINANCIAL INC1.06M$24.8M—Held
Kathmere Capital Management, LLC1.04M$24.3M—Held
Howland Capital Management LLC969.6K$22.7M—Held
Meiji Yasuda Life Insurance Co938K$22M—Held
MV CAPITAL MANAGEMENT, INC.794.6K$18.6M−$49.2KAdded$843.8K
Summit Asset Management, LLC768.7K$18M—Held
STIFEL FINANCIAL CORP709.5K$16.6M—Held
Kestra Advisory Services, LLC677.6K$15.9M—Held
US BANCORP \DE\628.1K$14.7M—Held
Motley Fool Wealth Management, LLC611.7K$14.3M—Held
Arrow Financial Corp603.4K$14.1M—Held
CAPTRUST FINANCIAL ADVISORS590.4K$13.8M—Held
Rockefeller Capital Management L.P.578.4K$13.5M—Held
Ironwood Financial, llc537.2K$12.6M—Held
Windsor Capital Management, LLC524.5K$12.3M—Held
Robertson Stephens Wealth Management, LLC513.6K$12M—Held
Ruggaard & Associates LLC502.5K$11.8M—Held
First National Trust Co499.7K$11.7M—Held
LYELL WEALTH MANAGEMENT, LP486.1K$11.4M—Held
NOVEM GROUP470.6K$11M—Held
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO466K$10.9M—Held
Probity Advisors, Inc.452.6K$10.6M—Held
CENTRAL TRUST Co436K$10.2M—Held
REBALANCE, LLC435.4K$10.2M—Held
Commonwealth Financial Services, LLC432.8K$10.1M—Held
BENJAMIN EDWARDS INC421K$9.85M—Held
Baltimore-Washington Financial Advisors, Inc.410.6K$9.61M—Held
First International Bank of Israel Ltd.395.7K$9.26M—Held
Parkway Wealth Management Group, LLC393.4K$9.21M—Held
BlackRock, Inc.385.5K$9.02M—Held
Glenview Trust Co371.3K$8.69M—Held
MCF Advisors LLC371K$8.68M—Held
PFG Private Wealth Management, LLC342.6K$8.02M—Held
Guidance Point Advisors, LLC314.4K$7.36M—Held
Envision Financial Planning, LLC306.6K$7.18M—Held
SPINNAKER TRUST304.7K$7.13M—Held
ARCADIA INVESTMENT ADVISORS LLC301.1K$7.05M—Held
Parallel Advisors, LLC279.1K$6.58M—Held
SPRENG CAPITAL MANAGEMENT, INC.277.1K$6.49M—Held
J.W. COLE ADVISORS, INC.276.2K$6.46M—Held
LBMC INVESTMENT ADVISORS, LLC273.9K$6.41M—Held
Praetorian Wealth Management, Inc.270.4K$6.33M—Held
InvesTrust252.5K$5.91M—Held
Signature Wealth Management Group246.1K$5.76M—Held
OneDigital Investment Advisors LLC246.1K$5.76M—Held
Penobscot Investment Management Company, Inc.244.2K$5.71M—Held
DROMS STRAUSS ADVISORS INC /MO/ /ADV243.3K$5.71M—Held
Atlantic Union Bankshares Corp239.2K$5.6M—Held
IFP Advisors, Inc236.4K$5.53M−$14.3KAdded$353.4K
Beacon Pointe Advisors, LLC229.7K$5.38M—Held
HAMEL ASSOCIATES, INC.227.8K$5.33M—Held
Krilogy Financial LLC223.3K$5.24M—Held
Houlihan Financial Resource Group, Ltd.218.9K$5.14M—Held
Mesirow Financial Investment Management, Inc.216.6K$5.07M—Held
HANCOCK WHITNEY CORP213.1K$4.99M—Held
ENVESTNET ASSET MANAGEMENT INC210.2K$4.92M—Held
Winthrop Partners - WNY, LLC210K$4.91M—Held
Atria Investments, Inc209.4K$4.9M—Held
Snowden Capital Advisors LLC208.9K$4.89M—Held
VIRGINIA WEALTH MANAGEMENT GROUP, INC.200.6K$4.69M—Held
Cherry Tree Wealth Management, LLC196.2K$4.59M—Held
Cetera Investment Advisers190.1K$4.45M—Held
4Thought Financial Group Inc.189.8K$4.44M—Held
Sowell Financial Services LLC187.2K$4.38M—Held
Keeler Thomas Management LLC184.9K$4.33M—Held
Newman Dignan & Sheerar, Inc.182.5K$4.27M—Held
Stratos Wealth Partners, LTD.181.6K$4.25M—Held
Syntegra Private Wealth Group, LLC181.5K$4.25M—Held
Mariner, LLC178.9K$4.19M—Held
Wilkins Miller Wealth Management, LLC178.3K$4.17M—Held
OSAIC HOLDINGS, INC.176.8K$4.14M—Held
EIGHT 31 FINANCIAL, LLC174.4K$4.08M—Held
Leo Wealth, LLC173.9K$4.07M—Held
MEMBERS WEALTH LLC172.8K$4.05M—Held
REGIONS FINANCIAL CORP169.1K$3.96M—Held
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN163.6K$3.83M—Held
Merit Financial Group, LLC162.3K$3.8M—Held
Rossmore Private Capital157.7K$3.69M—Held
Whalen Wealth Management Inc.157K$3.67M—Held
LFA - Lugano Financial Advisors SA151.5K$3.55M—Held
LITTLEJOHN FINANCIAL SERVICES, INC.151.5K$3.55M—Held
PRECEDENT WEALTH PARTNERS, LLC146.3K$3.42M—Held
Cornell Pochily Investment Advisors, Inc.145.9K$3.41M—Held
Strid Group, LLC142.6K$3.34M—Held
Stonebrook Private Inc.137K$3.21M—Held
Laurel Wealth Advisors LLC133.3K$3.12M—Held
Valmark Advisers, Inc.132.1K$3.09M—Held
JONES FINANCIAL COMPANIES LLLP129.9K$3.04M—Held
SONATA CAPITAL GROUP INC128.7K$3.01M—Held
UNITED CAPITAL FINANCIAL ADVISORS, LLC127.1K$2.98M—Held
Crews Bank & Trust125.5K$2.94M—Held
HARBOR ADVISORY CORP /MA/125.3K$2.93M—Held
BEESE FULMER INVESTMENT MANAGEMENT, INC.123.4K$2.89M—Held
ADIRONDACK TRUST CO123K$2.88M—Held
Kesler, Norman & Wride, LLC122.3K$2.86M—Held
LifePlan Financial, LLC115.6K$2.71M—Held
EP Wealth Advisors, LLC111.5K$2.61M—Held
Marathon Mission, Inc.109.6K$2.56M—Held
MEITAV INVESTMENT HOUSE LTD108.5K$2.54M—Held
MONECO ADVISORS, LLC106.5K$2.49M—Held
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC106.2K$2.49M—Held
Frisch Financial Group, Inc.105.4K$2.47M—Held
Chesley Taft & Associates LLC101.9K$2.38M—Held
Breachway Investments LLC101K$2.37M—Held
Godshalk Welsh Capital Management, Inc.99.9K$2.34M—Held
TRUIST FINANCIAL CORP97.3K$2.28M—Held
Composition Wealth, LLC95.2K$2.23M—Held
4J Wealth Management LLC92.6K$2.17M—Held
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC92.4K$2.17M—Held
FourThought Financial Partners, LLC89.4K$2.09M—Held
SAX WEALTH ADVISORS, LLC89.3K$2.09M—Held
Belpointe Asset Management LLC88.6K$2.07M—Held
Associated Banc-Corp87.7K$2.05M—Held
Meridian Wealth Management, LLC87.3K$2.04M—Held
Resonant Capital Advisors, LLC84.5K$1.98M—Held
Private Advisor Group, LLC84K$1.97M—Held
WRAPMANAGER INC81.6K$1.91M—Held
CABOT WEALTH MANAGEMENT INC80.6K$1.89M—Held
Northstar Group, Inc.80K$1.87M—Held
LEAVELL INVESTMENT MANAGEMENT, INC.76.2K$1.78M—Held
Cornerstone Planning, LLC75.8K$1.77M—Held
Segment Wealth Management, LLC75.3K$1.76M—Held
BEACON FINANCIAL GROUP73.9K$1.73M—Held
COLDSTREAM CAPITAL MANAGEMENT INC73.4K$1.72M—Held
JPMORGAN CHASE & CO71.7K$1.68M—Held
Advance Capital Management, Inc.70.7K$1.66M—Held
Jefferson Bridge Capital, LLC69K$1.61M—Held
Creative Planning68.7K$1.61M—Held
IFG Advisory, LLC68.5K$1.6M—Held
Fortis Capital Management LLC68.1K$1.59M—Held
Foundry Financial Group, Inc.65.5K$1.53M—Held
HARBOR INVESTMENT ADVISORY, LLC65.1K$1.52M—Held
ROMANO BROTHERS AND COMPANY64.3K$1.51M—Held
Paradigm, Strategies in Wealth Management, LLC63.9K$1.5M—Held
DRIVE WEALTH MANAGEMENT, LLC63.4K$1.48M—Held
COWA, LLC62.9K$1.47M—Held
Cyr Financial Inc.61.6K$1.44M—Held
CARY STREET PARTNERS FINANCIAL LLC60.8K$1.42M—Held
COMERICA BANK60.2K$1.41M—Held
TFR Capital, LLC.59.8K$1.4M—Held
McGlone Suttner Wealth Management, Inc.59.2K$1.38M—Held
Camelot Portfolios, LLC59K$1.38M—Held
Seneca House Advisors57.1K$1.34M—Held
Great Diamond Partners, LLC54.5K$1.28M—Held
Freestone Capital Holdings, LLC53.3K$1.25M—Held
Archford Capital Strategies, LLC52.6K$1.23M—Held
Integrated Wealth Concepts LLC52.3K$1.22M—Held
NEUBERGER BERMAN GROUP LLC51.1K$1.2M—Held
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC50.5K$1.18M—Held
Journey Advisory Group, LLC50.1K$1.17M—Held
Madden Advisory Services, Inc.50K$1.17M—Held
Reliant Wealth Planning49.4K$1.16M—Held
Walleye Partners, LLC48.7K$1.14M—Held
Sightline Wealth Advisors, LLC46K$1.08M—Held
Gilbert & Cook, Inc.45.5K$1.07M—Held
LITTLE HOUSE CAPITAL LLC45.4K$1.06M—Held
Gilbert Capital Group, Inc.45.1K$1.06M−$2.79KAdded$47.9K
Citadel44.9K$1.05M—Held
Farmers National Bank44.1K$1.03M−$2.81KAdded$17.1K
Equitable Holdings, Inc.43K$1.01M—Held
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC42.4K$992.7K—Held
Bank of New Hampshire41.6K$973.4K—Held
Farther Finance Advisors, LLC41.3K$967.5K—Held
CGN Advisors LLC41.1K$962.7K—Held
Snider Financial Group41.1K$962.1K—Held
BANK OF MONTREAL /CAN/40.8K$955.4K—Held
BLUE SQUARE ASSET MANAGEMENT, LLC40.4K$945.7K—Held
Montecito Bank & Trust39.6K$927.3K—Held
STAR Financial Bank39.5K$923.5K—Held
Mendota Financial Group, LLC39.3K$919.7K—Held
Jacobi Capital Management LLC39.3K$918.7K—Held
TD Waterhouse Canada Inc.38.8K$906.8K—Held
THREADGILL FINANCIAL, LLC15.2K$882.2K—Held
Alliance Wealth Advisors, LLC /UT36.3K$849.8K—Held
NewEdge Advisors, LLC35.6K$833.6K—Held
ALTERNA WEALTH MANAGEMENT, INC34.1K$797.6K—Held
10Elms LLP34.1K$797.4K—Held
First Interstate Bank32.8K$766.6K—Held
VALLEY WEALTH MANAGERS, INC.32.7K$764.4K—Held
SMITH, MOORE & CO.32.5K$760.6K—Held
Forvis Mazars Wealth Advisors, LLC32.3K$756.8K—Held
Brookstone Capital Management31.9K$746.5K—Held
Heartland Bank & Trust Co29.6K$692.9K—Held
DecisionMap Wealth Management, LLC29.6K$691.9K—Held
Accretive Wealth Partners, LLC28.8K$673.3K—Held
FIFTH THIRD BANCORP28.5K$667.9K—Held
Foundation Wealth Management, LLC27.9K$653.2K—Held
Curbstone Financial Management Corp27.5K$644.6K—Held
Advisory Services Network, LLC27.5K$643K—Held
RIVER'S EDGE WEALTH MANAGEMENT, LLC27K$635.9K—Held
ROBINSON SMITH WEALTH ADVISORS LLC26.9K$629.8K—Held
Redwood Financial Network Corp26.8K$626.3K—Held
Princeton Global Asset Management LLC26.5K$621K—Held
JAMES INVESTMENT RESEARCH, INC.26.3K$616.5K—Held
Dorsey & Whitney Trust CO LLC26K$608.5K—Held
Focus Partners Wealth25.9K$605.4K—Held
DEARBORN PARTNERS LLC25.9K$605.3K—Held
Conrad Siegel Investment Advisors, Inc.25.3K$591.7K—Held
KESTRA PRIVATE WEALTH SERVICES, LLC24.9K$583.3K—Held
DUNCKER STREETT & CO INC24.8K$579.4K—Held
Autumn Glory Partners, LLC24.6K$575K—Held
Hobbs Group Advisors, LLC24.6K$574.6K—Held
Stokes Family Office, LLC24.3K$569.9K—Held
SUSQUEHANNA INTERNATIONAL GROUP, LLP24.3K$568.2K—Held
Clearstead Advisors, LLC23.9K$559.7K—Held
CFO CAPITAL MANAGEMENT LLC23.8K$557.1K—Held
Austin Private Wealth, LLC23.8K$556.1K—Held
FOCUSED ALPHA, LLC23.7K$553.9K—Held
NAPLES GLOBAL ADVISORS, LLC23.5K$550.1K—Held
American Trust23.4K$548.8K—Held
StoneX Group Inc.22.5K$527.2K—Held
Ellis Investment Partners, LLC22.1K$517.1K—Held
1900 WEALTH MANAGEMENT LLC21.7K$507.5K—Held
GREAT VALLEY ADVISOR GROUP, INC.21.2K$497.1K—Held
Gradient Capital Advisors, LLC21.1K$493.5K—Held
Prosperity Planning, Inc.20.7K$485.6K—Held
Koshinski Asset Management, Inc.20K$468.8K—Held
Moors & Cabot, Inc.18.9K$442.6K—Held
Clearstead Trust, LLC18.5K$431.9K—Held
Straight Path Wealth Management18.4K$431.5K—Held
Ancora Advisors LLC18.4K$430.6K—Held
Granite Harbor Advisors, Inc.18K$420.6K—Held

Who left

Positions as of Q4 2025. 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.