Holders over time
- KLAR
- BAC
| Quarter | KLAR | BAC |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 33 holders, $48.3bn |
| Q4 2020 | none listed holders, n.a. | 36 holders, $60.7bn |
| Q1 2021 | none listed holders, n.a. | 33 holders, $77.6bn |
| Q2 2021 | none listed holders, n.a. | 30 holders, $83.1bn |
| Q3 2021 | none listed holders, n.a. | 28 holders, $81.4bn |
| Q4 2021 | none listed holders, n.a. | 30 holders, $82.8bn |
| Q1 2022 | none listed holders, n.a. | 39 holders, $74.0bn |
| Q2 2022 | none listed holders, n.a. | 40 holders, $54.7bn |
| Q3 2022 | none listed holders, n.a. | 36 holders, $53.0bn |
| Q4 2022 | none listed holders, n.a. | 33 holders, $59.0bn |
| Q1 2023 | none listed holders, n.a. | 32 holders, $50.5bn |
| Q2 2023 | none listed holders, n.a. | 37 holders, $49.0bn |
| Q3 2023 | none listed holders, n.a. | 36 holders, $46.0bn |
| Q4 2023 | none listed holders, n.a. | 34 holders, $56.6bn |
| Q1 2024 | none listed holders, n.a. | 35 holders, $64.4bn |
| Q2 2024 | none listed holders, n.a. | 35 holders, $68.9bn |
| Q3 2024 | none listed holders, n.a. | 43 holders, $60.8bn |
| Q4 2024 | none listed holders, n.a. | 43 holders, $63.8bn |
| Q1 2025 | none listed holders, n.a. | 40 holders, $59.8bn |
| Q2 2025 | none listed holders, n.a. | 44 holders, $67.4bn |
| Q3 2025 | 11 holders, $730m | 44 holders, $72.1bn |
| Q4 2025 | 8 holders, $676m | 41 holders, $68.5bn |
| Q1 2026 | 5 holders, $147m | 39 holders, $59.5bn |
| Q2 2026 | 5 holders, $229m | 37 holders, $64.8bn |
- Holders
- 11
- Reported value
- $730m
- Buyers
- 11
- Sellers
- 0
Not ranked this quarter: its new positions are allocations in a new listing.
Bank of Amer Corp
- Holders
- 44
- Reported value
- $72.1bn
- Buyers
- 22
- Sellers
- 22
Breadth 0 among 95 comparable managers.
Who holds both, Q3 2025
Both (4)
Capital Research Global Investors, Freestone Grove Partners LP, Holocene Advisors LP, Wellington Management Group LLP
Only KLAR (7)
ARK Investment Management LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Dragoneer Investment Group LLC, ExodusPoint Capital Management LP, Soros Fund Management LLC, Tiger Global Management LLC
Only BAC (40)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, and 15 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.