AI Holders Summary · Q2 2026

635 institutions reported SHLD in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 18.9% 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

$605M10.1M0.04%Q2 2026 02

Harel Insurance Investments & Financial Services Ltd.

CIK 0001429390

$329M4.6M2.23%Q1 2026 03

LPL Financial LLC

CIK 0001403438

$316M5.3M0.07%Q2 2026 04

JPMORGAN CHASE & CO

CIK 0000019617

$258M4.4M0.01%Q2 2026 05

PeakShares LLC

CIK 0002113507

$237M4K0.18%Q2 2026 06

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

CIK 0001705339

$231M3.9M0.28%Q2 2026 07

MORGAN STANLEY

CIK 0000895421

$217M3.6M0.01%Q2 2026 08

BANK OF MONTREAL /CAN/

CIK 0000927971

$188M3.1M0.06%Q2 2026 09

Clal Insurance Enterprises Holdings Ltd

CIK 0001376192

$120M1.7M0.72%Q1 2026 10

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$81M1.4M0.02%Q2 2026 11

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$75M1.1M0.01%Q1 2026 12

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$74M1.2M0.02%Q2 2026 13

OneDigital Investment Advisors LLC

CIK 0001690370

$73M1.2M0.62%Q2 2026 14

Merit Financial Group, LLC

CIK 0001621225

$70M1.2M0.43%Q2 2026 15

OSAIC HOLDINGS, INC.

CIK 0001677044

$60M997K0.07%Q2 2026 16

STIFEL FINANCIAL CORP

CIK 0000720672

$58M973K0.05%Q2 2026 17

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$57M948K0.03%Q2 2026 18

Sanctuary Advisors, LLC

CIK 0001777271

$53M892K0.25%Q2 2026 19

SOFI WEALTH, LLC

CIK 0001925582

$49M824K1.98%Q2 2026 20

UBS Group AG

CIK 0001610520

$47M784K0.01%Q2 2026

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