AI Holders Summary · Q2 2026

170 institutions reported COMT in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 43.0% 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

$110M3.6M0.01%Q2 2026 02

Tradewinds Capital Management, LLC

CIK 0001616026

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

Proficio Capital Partners LLC

CIK 0001654175

$15M501K0.55%Q2 2026 04

MORGAN STANLEY

CIK 0000895421

$12M385K0.00%Q2 2026 05

ASSETMARK, INC

CIK 0001344551

$8M263K0.01%Q2 2026 06

Focus Partners Wealth

CIK 0001542153

$7M225K0.01%Q2 2026 07

AMERIPRISE FINANCIAL INC

CIK 0000820027

$7M224K0.00%Q2 2026 08

UBS Group AG

CIK 0001610520

$7M224K0.00%Q2 2026 09

VCI Wealth Management LLC

CIK 0002009388

$7M223K1.70%Q2 2026 10

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$6M201K0.00%Q2 2026 11

Sunbelt Securities, Inc.

CIK 0001632932

$6M172K0.37%Q1 2026 12

NWAM LLC

CIK 0001655006

$6M185K0.28%Q2 2026 13

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

CIK 0001056549

$5M171K0.27%Q2 2026 14

Chicago Wealth Management, Inc.

CIK 0001592178

$5M153K1.65%Q2 2026 15

HANCOCK WHITNEY CORP

CIK 0000750577

$4M113K0.07%Q1 2026 16

Vontobel Holding Ltd.

CIK 0001588340

$3M113K0.01%Q2 2026 17

WEALTH ALLIANCE, LLC

CIK 0001793904

$3M104K0.26%Q2 2026 18

TRUIST FINANCIAL CORP

CIK 0000092230

$3M103K0.00%Q2 2026 19

Avior Wealth Management, LLC

CIK 0001599868

$3M93K0.07%Q2 2026 20

Evolution Wealth Advisors, LLC

CIK 0001763121

$3M92K0.33%Q2 2026

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