Stock
Reported value
$419.5M
Holders
110
+15 new · −7 exited
Holders’ est. mark
$19.5M
Price effect on 94 books still in the name
Largest holder
$86M
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $154.5K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 1.59M | $86M | $3.52M | Added$12.9M |
| MORGAN STANLEY | 961.1K | $52M | $2.05M | Added$9.34M |
| LPL Financial LLC | 913.7K | $49.4M | $1.94M | Added$9.17M |
| Mariner, LLC | 325.7K | $17.6M | $809.5K | Cut−$2.97M |
| TCP Asset Management, LLC | 268K | $14.5M | — | New |
| Freedom Day Solutions, LLC | 183.3K | $9.91M | $346.6K | Added$2.72M |
| CWM, LLC | 161.6K | $8.74M | $5.07M | Added$8.73M |
| ENVESTNET ASSET MANAGEMENT INC | 161.2K | $8.72M | $53.1K | Added$7.61M |
| Beacon Pointe Advisors, LLC | 151.5K | $8.19M | $312.3K | Added$1.71M |
| Stonebridge Wealth Management, LLC | 144.8K | $7.83M | $359.8K | Added$206.8K |
| WELLS FARGO & COMPANY/MN | 126.1K | $6.82M | $199.5K | Added$2.68M |
| Madrid Financial Services | 124K | $6.7M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 122.4K | $6.62M | $260.3K | Added$1.21M |
| Wealthspire Advisors, LLC | 114.3K | $6.18M | $284.1K | Cut−$1K |
| CAHILL FINANCIAL ADVISORS INC | 100.5K | $5.44M | $246.1K | Added$326.3K |
| American Alpha Advisors, LLC | 97.5K | $5.27M | $217.9K | Added$748.5K |
| UBS Group AG | 96K | $5.19M | $231.5K | Added$387.2K |
| Peregrine Asset Advisers, Inc. | 86.1K | $4.66M | — | New |
| Steward Partners Investment Advisory, LLC | 86.1K | $4.66M | $213.5K | Added$225K |
| COMMONWEALTH EQUITY SERVICES, LLC | 83.6K | $4.52M | $165.2K | Added$1.09M |
| Cooper Financial Group | 78.9K | $4.27M | — | New |
| Wealthcare Advisory Partners LLC | 76.6K | $4.14M | $190.3K | Added$57.7K |
| Snowden Capital Advisors LLC | 72.6K | $3.93M | $178.5K | Added$221K |
| JANE STREET GROUP, LLC | 72.4K | $3.92M | — | New |
| GREENLEAF TRUST | 71.4K | $3.86M | $177.4K | Added$29K |
| Baird Financial Group, Inc. | 70.6K | $3.82M | $170.6K | Added$276.5K |
| Evanson Asset Management, LLC | 70.3K | $3.8M | $174.6K | Cut−$52.7K |
| OSAIC HOLDINGS, INC. | 68.2K | $3.69M | $153.3K | Added$513.4K |
| Patten Group, Inc. | 62.2K | $3.36M | $106.2K | Added$1.16M |
| Farther Finance Advisors, LLC | 61K | $3.33M | $971 | Added$3.31M |
| INDEPENDENT FINANCIAL GROUP, LLC | 59.7K | $3.23M | $62.2K | Added$1.94M |
| BANK OF MONTREAL /CAN/ | 55.7K | $3.01M | $99.9K | Added$939.1K |
| Moors & Cabot, Inc. | 53.5K | $2.89M | $130.9K | Added$176.1K |
| ROYAL BANK OF CANADA | 47.7K | $2.58M | $111.1K | Added$286K |
| Lansing Street Advisors | 43.8K | $2.37M | $77.6K | Added$755.3K |
| Rockefeller Capital Management L.P. | 43.3K | $2.34M | $107.6K | Added$4.34K |
| Wealthcare Capital Partners, LLC | 42.1K | $2.28M | $97.8K | Added$248.2K |
| Arkadios Wealth Advisors | 42.1K | $2.28M | — | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 41.6K | $2.25M | — | New |
| Formidable Asset Management, LLC | 43.1K | $2.22M | $105.7K | Cut−$428.8K |
| WealthPlan Investment Management, LLC | 38.6K | $2.09M | $96.1K | Added$58.7K |
| JONES FINANCIAL COMPANIES LLLP | 39.9K | $2.09M | $29.3K | Added$138.5K |
| Crescent Grove Advisors, LLC | 37.8K | $2.04M | $90.5K | Added$164.9K |
| MERCER GLOBAL ADVISORS INC /ADV | 37.4K | $2.03M | $93.1K | Added$88K |
| JPMORGAN CHASE & CO | 35.5K | $1.87M | $33.2K | Added$398.5K |
| ShoreHaven Wealth Partners, LLC | 31.9K | $1.72M | $69.8K | Added$273.3K |
| Goldstone Financial Group, LLC | 30.5K | $1.65M | $75.9K | Cut−$1.37M |
| Breakwater Capital Group | 30K | $1.62M | $73.5K | Added$96.3K |
| FIFTH THIRD BANCORP | 27.9K | $1.51M | — | New |
| Cetera Investment Advisers | 27.9K | $1.51M | $69.3K | Cut−$3.05M |
| Sanctuary Advisors, LLC | 21.7K | $1.17M | $33.8K | Added$470.7K |
| Great Diamond Partners, LLC | 19.4K | $1.05M | $48.2K | Added$27.5K |
| IFP Advisors, Inc | 18.2K | $982.5K | $45.1K | Added$9.28K |
| Compound Planning, Inc. | 14.8K | $800.8K | — | New |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 14K | $757.5K | $34.8K | Cut−$171.8K |
| D.B. Root & Company, LLC | 13.1K | $709.7K | $32.6K | Added$32.6K |
| MML INVESTORS SERVICES, LLC | 12.6K | $683.2K | $31.4K | Cut−$328.9K |
| VestGen Advisors, LLC | 12K | $674.4K | — | New |
| CAPITAL ADVISORS INC/OK | 12.4K | $670.7K | — | New |
| BCS Private Wealth Management, Inc. | 11.4K | $616.8K | $23.1K | Added$136.3K |
| Clearwater Capital Advisors, LLC | 10.9K | $591.4K | $27.2K | Added$27.2K |
| Hilltop Partners LLC | 10.7K | $578K | $26.6K | Added$26.6K |
| CAPTRUST FINANCIAL ADVISORS | 10.3K | $554.7K | $24.8K | Cut−$19.9K |
| Aspire Capital Advisors LLC | 9.86K | $533.3K | $18.7K | Added$144.5K |
| Gateway Wealth Partners, LLC | 9.69K | $524.2K | $12K | Added$276.3K |
| Vertex Planning Partners, LLC | 9.33K | $504.5K | $23.2K | Added$23.2K |
| Financial Management Professionals, Inc. | 8.4K | $454.1K | $20.9K | Added$20.9K |
| Meeder Advisory Services, Inc. | 7.98K | $431.6K | $19.8K | Cut−$88.2K |
| Independent Advisor Alliance | 7.41K | $400.9K | — | New |
| Passive Capital Management, LLC. | 7.27K | $393.2K | $18.1K | Added$18.1K |
| HB Wealth Management, LLC | 7K | $378.6K | $17.4K | Added$17.4K |
| IHT Wealth Management, LLC | 6.83K | $369.6K | $17K | Added$13.2K |
| &PARTNERS | 7.18K | $364.4K | −$5.99K | Added$5.28K |
| KFA Private Wealth Group, LLC | 6.3K | $340.8K | $15.7K | Added$15.7K |
| Valmark Advisers, Inc. | 6.23K | $337.1K | $15.5K | Added$15.5K |
| HighTower Advisors, LLC | 6.1K | $330K | $15.1K | Cut−$55.8K |
| Axis Wealth Partners, LLC | 6.06K | $327.8K | $15.1K | Added$660 |
| Tidemark, LLC | 5.95K | $321.9K | $14.8K | Cut−$51.2K |
| STIFEL FINANCIAL CORP | 5.9K | $319K | $14.6K | Added$13.7K |
| Savvy Advisors, Inc. | 5.84K | $316K | $14.5K | Added$14.5K |
| Amplius Wealth Advisors, LLC | 5.17K | $279.5K | $12.8K | Added$12.8K |
| StoneX Group Inc. | 5.04K | $266.9K | $7.02K | Cut−$7.12K |
| Valued Retirements, Inc. | 4.35K | $235.3K | $10.8K | Added$10.8K |
| ANB BANK | 4.11K | $222.1K | $10.2K | Cut−$5.95K |
| Trace Wealth Advisors, LLC | 4K | $216.4K | $9.94K | Added$9.94K |
| Fidelity | 2.86K | $154.5K | $5.33K | Added$43.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.68K | $144.8K | $6.65K | Cut−$1.14K |
| PNC Financial Services Group, Inc. | 2.54K | $137.3K | $6.31K | Cut−$3.5K |
| Clearstead Advisors, LLC | 2.25K | $121.7K | $5.59K | Added$5.59K |
| Sound Income Strategies, LLC | 1.93K | $105.2K | $3.76K | Added$12K |
| SHP Wealth Management | 1.55K | $84K | $3.77K | Cut−$44.3K |
| Triumph Capital Management | 1K | $54.1K | $2.49K | Added$2.48K |
| HARBOUR INVESTMENTS, INC. | 780 | $42.2K | $10 | Added$42K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 630 | $34.4K | $1.91K | Added$1.91K |
| Arax Advisory Partners | 623 | $33.7K | — | New |
| BLAIR WILLIAM & CO/IL | 468 | $25.3K | $1.16K | Added$1.16K |
| Noble Wealth Management PBC | 400 | $21.6K | — | New |
| ROTHSCHILD INVESTMENT LLC | 355 | $19.2K | $907 | Cut−$486 |
| MAI Capital Management | 345 | $18.7K | $858 | Added$858 |
| PRIVATE TRUST CO NA | 293 | $15.8K | $728 | Cut−$304 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 254 | $13.7K | $256 | Added$8.42K |
| EverSource Wealth Advisors, LLC | 200 | $10.8K | $497 | Added$497 |
| Physician Wealth Advisors, Inc. | 171 | $9.22K | $398 | Added$452 |
| Thrivent Financial for Lutherans | 163.4K | $8.84K | $388 | Added$766 |
| ASSETMARK, INC | 156 | $8.44K | $388 | Added$388 |
| Cambridge Investment Research Advisors, Inc. | 45.4K | $2.45K | $109 | Added$205 |
| Solstein Capital, LLC | 40 | $2.16K | $100 | Added$100 |
| FLOW TRADERS U.S. LLC | 22.6K | $1.22K | — | New |
| HRT FINANCIAL LP | 11.9K | $641 | — | New |
| HUNTINGTON NATIONAL BANK | 2 | $108 | $5 | Added$5 |
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.