AI Holders Summary · Q1 2026

624 institutions reported SHLD in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 21.1% 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

$678M9.6M0.05%Q1 2026 02

LPL Financial LLC

CIK 0001403438

$352M5.0M0.09%Q1 2026 03

Harel Insurance Investments & Financial Services Ltd.

CIK 0001429390

$329M4.6M2.23%Q1 2026 04

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

CIK 0001705339

$283M4.0M0.38%Q1 2026 05

JPMORGAN CHASE & CO

CIK 0000019617

$257M3.8M0.02%Q1 2026 06

MORGAN STANLEY

CIK 0000895421

$252M3.6M0.02%Q1 2026 07

BANK OF MONTREAL /CAN/

CIK 0000927971

$197M2.8M0.07%Q1 2026 08

Clal Insurance Enterprises Holdings Ltd

CIK 0001376192

$120M1.7M0.72%Q1 2026 09

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$78M1.1M0.02%Q1 2026 10

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$75M1.1M0.01%Q1 2026 11

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$74M1.0M0.02%Q1 2026 12

Merit Financial Group, LLC

CIK 0001621225

$70M1.2M0.43%Q2 2026 13

OneDigital Investment Advisors LLC

CIK 0001690370

$70M982K0.68%Q1 2026 14

OSAIC HOLDINGS, INC.

CIK 0001677044

$58M822K0.09%Q1 2026 15

ROYAL BANK OF CANADA

CIK 0001000275

$58M817K0.01%Q1 2026 16

UBS Group AG

CIK 0001610520

$58M814K0.01%Q1 2026 17

Sanctuary Advisors, LLC

CIK 0001777271

$55M771K0.30%Q1 2026 18

Henshaw Capital LLC

CIK 0002131483

$54M762K2.00%Q1 2026 19

SOFI WEALTH, LLC

CIK 0001925582

$53M744K2.54%Q1 2026 20

Cetera Investment Advisers

CIK 0001666741

$46M654K0.05%Q1 2026

Page 1 of 32

604 more holders available. Log in →