AI Holders Summary · Q1 2026

166 institutions reported COMT in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 38.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

BANK OF AMERICA CORP /DE/

CIK 0000070858

$110M3.3M0.01%Q1 2026 02

Tradewinds Capital Management, LLC

CIK 0001616026

$37M1.2M6.62%Q2 2026 03

AMERIPRISE FINANCIAL INC

CIK 0000820027

$22M644K0.01%Q1 2026 04

MORGAN STANLEY

CIK 0000895421

$14M404K0.00%Q1 2026 05

UBS Group AG

CIK 0001610520

$10M295K0.00%Q1 2026 06

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$9M252K0.00%Q1 2026 07

Focus Partners Wealth

CIK 0001542153

$8M324K0.01%Q4 2025 08

VCI Wealth Management LLC

CIK 0002009388

$8M226K2.12%Q1 2026 09

Vontobel Holding Ltd.

CIK 0001588340

$7M205K0.02%Q1 2026 10

TRUIST FINANCIAL CORP

CIK 0000092230

$7M199K0.01%Q1 2026 11

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

CIK 0001056549

$7M198K0.36%Q1 2026 12

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$7M196K0.00%Q1 2026 13

Sunbelt Securities, Inc.

CIK 0001632932

$6M172K0.37%Q1 2026 14

ASSETMARK, INC

CIK 0001344551

$6M228K0.01%Q4 2025 15

NWAM LLC

CIK 0001655006

$6M185K0.28%Q2 2026 16

ROYAL BANK OF CANADA

CIK 0001000275

$6M164K0.00%Q1 2026 17

Chicago Wealth Management, Inc.

CIK 0001592178

$5M147K1.99%Q1 2026 18

Proficio Capital Partners LLC

CIK 0001654175

$4M124K0.22%Q1 2026 19

HANCOCK WHITNEY CORP

CIK 0000750577

$4M113K0.07%Q1 2026 20

WEALTH ALLIANCE, LLC

CIK 0001793904

$4M106K0.35%Q1 2026

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