Stock
Reported value
$736.1M
Holders
162
+14 new · −17 exited
Holders’ est. mark
$45.5M
Price effect on 147 books still in the name
Largest holder
$103.4M
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/ | 2.38M | $103.4M | −$1.4M | Added$860.3K |
| LPL Financial LLC | 1.5M | $65.3M | −$886.2K | Added$241K |
| CWM, LLC | 1.29M | $55.9M | $53.7M | Added$55.8M |
| MERCER GLOBAL ADVISORS INC /ADV | 1.26M | $54.7M | −$755K | Cut−$3.12M |
| Prestige Wealth Management Group LLC | 686.1K | $29.8M | −$380.7K | Added$1.85M |
| Prime Capital Investment Advisors, LLC | 675.9K | $29.4M | — | New |
| HighTower Advisors, LLC | 627K | $27.2M | −$376.5K | Cut−$4.02M |
| Savant Capital, LLC | 587.8K | $25.5M | −$352.6K | Cut−$770.9K |
| UBS Group AG | 584.9K | $25.4M | −$324.3K | Added$1.61M |
| WealthPlan Investment Management, LLC | 507.6K | $22.1M | −$144.2K | Added$11.5M |
| Private Advisor Group, LLC | 431.9K | $18.8M | −$247.8K | Added$562.8K |
| FIRST FOUNDATION ADVISORS | 320.6K | $13.9M | −$186K | Added$268.6K |
| RAYMOND JAMES FINANCIAL INC | 283.3K | $12.3M | −$154.1K | Added$993.4K |
| CITIZENS FINANCIAL GROUP INC/RI | 267.4K | $11.6M | −$146.8K | Added$842.6K |
| AMERIPRISE FINANCIAL INC | 264.8K | $11.5M | −$149.5K | Cut−$1M |
| Grey Ledge Advisors, LLC | 264.9K | $11.5M | −$155K | Added$125.5K |
| MORGAN STANLEY | 264.3K | $11.5M | −$144K | Added$905.3K |
| Atria Investments, Inc | 263.5K | $11.4M | −$157K | Cut−$82.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 258K | $11.2M | −$140.7K | Added$879.7K |
| Smartleaf Asset Management LLC | 251.3K | $10.9M | −$208K | Added$202.6K |
| Cetera Investment Advisers | 209.4K | $9.1M | −$90.9K | Added$2.42M |
| Broussard Financial Group LLC | 183.6K | $7.98M | −$102.7K | Added$441K |
| Vestmark Advisory Solutions, Inc. | 159K | $6.91M | −$89.1K | Added$368.2K |
| RFG Advisory, LLC | 151.7K | $6.59M | −$87.9K | Added$134.4K |
| STIFEL FINANCIAL CORP | 135.6K | $5.89M | −$81.3K | Cut−$129.8K |
| Mariner, LLC | 129K | $5.61M | −$77.4K | Cut−$135.6K |
| ENVESTNET ASSET MANAGEMENT INC | 119.7K | $5.2M | −$37.6K | Added$2.45M |
| WELLS FARGO & COMPANY/MN | 116K | $5.04M | −$69.6K | Cut−$483K |
| Oxinas Partners, LLC | 111.2K | $4.83M | −$63.6K | Added$161.3K |
| Merit Financial Group, LLC | 108K | $4.69M | −$64.8K | Cut−$1.13M |
| JPMORGAN CHASE & CO | 107.8K | $4.67M | −$79.8K | Cut−$20K |
| NBC SECURITIES, INC. | 106.8K | $4.64M | −$57.2K | Added$441K |
| OPTIMA CAPITAL LLC | 101.3K | $4.4M | −$58.6K | Added$95.4K |
| Kestra Advisory Services, LLC | 99K | $4.3M | −$38.7K | Added$1.46M |
| OSAIC HOLDINGS, INC. | 82.6K | $3.59M | −$47.7K | Added$91.4K |
| CAPTRUST FINANCIAL ADVISORS | 80.6K | $3.5M | −$47.5K | Added$14.9K |
| Freedom Investment Management, Inc. | 73.8K | $3.21M | −$38.6K | Added$376.4K |
| Citadel | 69.9K | $3.04M | −$3.17K | Added$2.8M |
| JANE STREET GROUP, LLC | 68.2K | $2.96M | — | New |
| Sharper & Granite LLC | 67.6K | $2.94M | −$28.4K | Added$849.1K |
| Golden State Equity Partners | 67.1K | $2.92M | −$23.2K | Added$1.16M |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 63.9K | $2.77M | −$38.3K | Cut−$52.6K |
| WealthPoint Financial, LLC | 61.2K | $2.7M | $0 | Held |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 59.2K | $2.57M | — | New |
| HARBOUR INVESTMENTS, INC. | 55.9K | $2.43M | −$27.2K | Added$428.1K |
| MML INVESTORS SERVICES, LLC | 54.2K | $2.36M | −$32.5K | Cut−$899.8K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 51.4K | $2.24M | −$30.2K | Added$16.7K |
| Concurrent Investment Advisors, LLC | 47.7K | $2.07M | −$24K | Added$306.1K |
| AE Wealth Management LLC | 46.9K | $2.04M | −$25.1K | Added$201.1K |
| Gateway Wealth Partners, LLC | 43.6K | $1.89M | −$11.9K | Added$1.02M |
| Trilogy Capital Inc. | 42.1K | $1.83M | −$25.2K | Cut−$1.7M |
| Golden State Wealth Management, LLC | 41.6K | $1.81M | −$24.9K | Cut−$561.1K |
| JT Stratford LLC | 38K | $1.65M | −$19.9K | Added$189.8K |
| Independent Advisor Alliance | 34.4K | $1.49M | — | New |
| Sanctuary Advisors, LLC | 33.8K | $1.47M | −$16.4K | Added$260.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29.8K | $1.29M | — | New |
| SEGALL BRYANT & HAMILL, LLC | 28.7K | $1.25M | −$17.2K | Cut−$101.7K |
| Bison Wealth, LLC | 28K | $1.22M | $2.52K | Cut−$49.1K |
| Symphony Financial, Ltd. Co. | 26.2K | $1.14M | −$19.9K | Cut−$87.7K |
| David Kennon Inc | 25.6K | $1.11M | −$15.4K | Cut−$15.4K |
| INTEGRITY ALLIANCE, LLC. | 25.4K | $1.1M | −$14.4K | Added$43.4K |
| Empirical Asset Management, LLC | 25.1K | $1.09M | −$10.9K | Added$292.6K |
| Insight Advisors, LLC/ PA | 23.5K | $1.02M | −$14.1K | Cut−$8M |
| WIN ADVISORS, INC | 23.3K | $1.01M | — | New |
| HOWARD BAILEY SECURITIES, LLC | 23.3K | $1.01M | −$14K | Cut−$19.5K |
| JAMES INVESTMENT RESEARCH, INC. | 23.2K | $1.01M | −$12.6K | Added$87.2K |
| JONES FINANCIAL COMPANIES LLLP | 22.3K | $961.6K | −$19.2K | Added$74.3K |
| WEBSTER BANK, N. A. | 20.6K | $896.3K | −$10.7K | Added$111K |
| Winch Advisory Services, LLC | 20.2K | $876.1K | −$11.1K | Added$60.4K |
| Barnes Wealth Management Group, Inc | 20K | $867.6K | −$11.9K | Cut−$6.38K |
| Waverly Advisors, LLC | 19.9K | $863.7K | −$6.43K | Added$391.1K |
| Goldstone Financial Group, LLC | 19.6K | $852.6K | −$11.8K | Cut−$23.3K |
| Bank of New York Mellon Corp | 18.8K | $818.6K | −$7.54K | Added$265K |
| WealthPLAN Partners, LLC | 18.3K | $797.3K | −$9.11K | Added$128.5K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 18.3K | $793K | — | New |
| EJMK Ventures LLC | 17.9K | $778.2K | −$10.7K | Cut−$8.81K |
| Trinity Wealth Management, LLC | 17.8K | $774.6K | −$10.3K | Added$16.4K |
| Creative Planning | 17.1K | $743.7K | −$10.3K | Cut−$9.57K |
| Summit Financial, LLC | 16.2K | $705.4K | −$9.75K | Cut−$119.1K |
| Ashton Thomas Private Wealth, LLC | 15.2K | $659.4K | −$9.1K | Cut−$20.2K |
| Avestar Capital, LLC | 14.9K | $648.7K | — | New |
| BEACON FINANCIAL GROUP | 14.9K | $646.4K | −$8.78K | Added$1.51K |
| Pinnacle Financial Group, LLC / IL | 14.1K | $610.5K | −$8.43K | Cut−$25.6K |
| McNamara Financial Services, Inc. | 13.2K | $571.8K | −$7.65K | Added$10.4K |
| PSI Advisors, LLC | 12.8K | $556.5K | — | New |
| Capstone Financial Advisors, Inc. | 12.8K | $555.4K | −$7.65K | Cut−$16.2K |
| NewSquare Capital LLC | 12.8K | $554K | −$7.3K | Added$18.1K |
| Wealthcare Advisory Partners LLC | 12.5K | $544.2K | −$7.44K | Cut−$2.7K |
| Beacon Financial Advisory LLC | 12.4K | $537.2K | −$7.42K | Cut−$67.7K |
| Worth Asset Management, LLC | 12.2K | $529.6K | −$7.19K | Added$1.89K |
| Sun Financial Inc | 11.4K | $493.5K | −$6.91K | Cut−$164.8K |
| Integrated Wealth Concepts LLC | 11.1K | $482.2K | — | New |
| Lionshead Wealth Management, LLC | 10.8K | $470.8K | −$5.85K | Added$41.3K |
| Arkadios Wealth Advisors | 10.6K | $462.4K | −$6.29K | Cut−$255 |
| Gallagher Fiduciary Advisors, LLC | 10.3K | $445.9K | −$5.43K | Added$46.1K |
| Farther Finance Advisors, LLC | 9.91K | $430.8K | −$5.31K | Added$23.8K |
| Larson Financial Group LLC | 9.87K | $428.8K | −$5.91K | Cut−$11.2K |
| OneDigital Investment Advisors LLC | 9.16K | $398.2K | −$5.5K | Cut−$108.4K |
| ALTERNA WEALTH MANAGEMENT, INC | 7.97K | $346.4K | −$4.78K | Cut−$25.6K |
| CVA Family Office, LLC | 7.89K | $343K | −$4.74K | Cut−$4.74K |
| REAP Financial Group, LLC | 7.74K | $336.2K | −$4.64K | Cut−$61.9K |
| Simplicity Wealth,LLC | 7.39K | $321.2K | −$4.42K | Cut−$5.88K |
| SNS Financial Group, LLC | 7.29K | $316.8K | −$4.37K | Cut−$4.37K |
| CoreCap Advisors, LLC | 7.09K | $308.2K | −$4.26K | Cut−$19.6K |
| Team Financial Group, LLC | 7.07K | $307K | −$4.17K | Cut−$1.08K |
| FORM Wealth Advisors, LLC | 6.82K | $296.1K | −$4.07K | Cut−$856 |
| United Advisor Group, LLC | 6.71K | $291.7K | −$4.04K | Cut−$2.21K |
| SWMG, LLC | 6.54K | $284K | −$4.31K | Cut−$3.87K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 6.27K | $272.4K | −$3.66K | Added$5.51K |
| Western Wealth Management, LLC | 6.21K | $270.1K | −$3.71K | Cut−$3.54K |
| Meridian Financial Advisors, LLC | 5.89K | $255.7K | −$3.51K | Cut−$1.16K |
| HF Advisory Group, LLC | 5.58K | $242.3K | −$3.23K | Added$6.68K |
| Dynamic Advisor Solutions LLC | 5.39K | $234.2K | −$3.2K | Cut−$2.03K |
| OMNI 360 Wealth, Inc. | 5.36K | $233.1K | −$4.42K | Cut−$5.58K |
| Focus Partners Advisor Solutions, LLC | 5.36K | $233.1K | — | New |
| IHT Wealth Management, LLC | 5.21K | $226.4K | −$3.12K | Cut−$3.07K |
| Institute for Wealth Management, LLC. | 5.19K | $225.5K | −$3.11K | Cut−$21.9K |
| Verdence Capital Advisors LLC | 5.05K | $219.4K | −$3.03K | Cut−$638 |
| Quadcap Wealth Management, LLC | 4.9K | $212.8K | −$2.94K | Cut−$2.94K |
| VICTORY FINANCIAL GROUP, LLC | 4.84K | $210.5K | −$2.82K | Added$3.17K |
| Vise Technologies, Inc. | 4.71K | $207.3K | $0 | Held |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 4.63K | $201.3K | −$2.78K | Cut−$2.78K |
| Kingdom Financial Group LLC. | 4.48K | $194.8K | −$2.7K | Cut−$114.8K |
| Lloyd Advisory Services, LLC. | 4.48K | $194.8K | −$41 | Added$192.8K |
| CITIGROUP INC | 3.85K | $167.4K | −$2.15K | Added$9.8K |
| EVOLUTION WEALTH MANAGEMENT INC. | 3.74K | $162.7K | −$2.25K | Cut−$7.27K |
| Frazier Financial Advisors, LLC | 3.63K | $157.6K | −$2.17K | Cut−$2.17K |
| Breakwater Investment Management | 3.26K | $141.7K | −$1.96K | Cut−$1.96K |
| ROYAL BANK OF CANADA | 2.94K | $128K | −$833 | Added$29K |
| Aptus Capital Advisors, LLC | 2.94K | $127.9K | −$1.77K | Cut−$1.77K |
| SBI Securities Co., Ltd. | 2.85K | $124K | −$1.42K | Added$19.9K |
| Pinnacle Bancorp, Inc. | 2.06K | $89.4K | −$1.23K | Cut−$1.23K |
| FIFTH THIRD BANCORP | 1.85K | $80.3K | — | New |
| Reyes Financial Architecture, Inc. | 1.25K | $54.5K | −$753 | Cut−$302.7K |
| Darwin Wealth Management, LLC | 1.13K | $49.2K | −$670 | Cut−$279 |
| Steward Partners Investment Advisory, LLC | 749 | $32.5K | −$316 | Added$9.29K |
| SHP Wealth Management | 689 | $29.9K | −$451 | Cut−$715 |
| Key Financial Inc | 573 | $24.9K | −$211 | Added$9.44K |
| Tidemark, LLC | 500 | $21.7K | −$300 | Cut−$300 |
| IFP Advisors, Inc | 491 | $21.3K | −$295 | Cut−$218.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 478 | $20.8K | −$102 | Added$13.6K |
| Allworth Financial LP | 332 | $14.4K | −$199 | Cut−$199 |
| Fidelity | 330 | $14.3K | −$72 | Added$10.1K |
| Caldwell Trust Co | 300 | $13K | −$180 | Cut−$180 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 216 | $9.4K | −$114 | Cut−$27 |
| PRIVATE TRUST CO NA | 209 | $9.08K | −$126 | Cut−$1.09K |
| FIRST HORIZON CORP | 200 | $8.69K | −$120 | Cut−$120 |
| Advisory Services Network, LLC | 190 | $8.26K | — | New |
| TopTier Wealth Management, LLC | 172 | $7.47K | — | New |
| Capital Investment Advisory Services, LLC | 170 | $7.39K | −$101 | Cut−$1.47K |
| Elevated Capital Advisors, LLC | 169 | $7.34K | −$101 | Cut−$101 |
| Costello Asset Management, INC | 138 | $5.97K | −$104 | Cut−$17 |
| NBT BANK N A /NY | 100 | $4.34K | −$2.49K | Cut−$60 |
| Betterment LLC | 33.9K | $1.47K | −$20 | Cut−$214 |
| PARK AVENUE SECURITIES LLC | 17.1K | $744 | −$11 | Added$5 |
| VANGUARD ADVISERS INC | 15 | $652 | — | Held |
| Spurstone Advisory Services, LLC | 10 | $435 | −$5 | Cut−$5 |
| CENTAURUS FINANCIAL, INC. | 5.36K | $233 | −$4 | Cut−$2 |
| EverSource Wealth Advisors, LLC | 3 | $130 | −$2 | Cut−$2 |
| Covestor Ltd | 2.09K | $91 | −$1 | Added$17 |
| GLENMEDE TRUST CO NA | 1 | $43 | −$1 | Cut−$14K |
| HANTZ FINANCIAL SERVICES, INC. | 9 | $0 | $0 | Held |
Who left
- NorthCrest Asset Manangement, LLC$2.35M
- Independent Wealth Network Inc.$1.53M
- Corient Private Wealth LLC$1.4M
- Diversify Advisory Services, LLC$810K
- Westwood Wealth Management$429.4K
- Opal Wealth Advisors, LLC$392K
- SFE Investment Counsel$385.3K
- Retireful, LLC$349.7K
- COMMONWEALTH EQUITY SERVICES, LLC$279.9K
- Vantage Point Financial LLC$202.3K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$164.5K
- Rockefeller Capital Management L.P.$46.8K
- PNC Financial Services Group, Inc.$19K
- Sunbelt Securities, Inc.$1.41K
- Strategic Advocates LLC$1.15K
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.