Stock
Reported value
$209.5M
Holders
15
+0 new · −1 exited
Holders’ est. mark
$191.2K
Price effect on 6 books still in the name
Largest holder
$128M
BANK OF AMERICA CORP /DE/
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 1.68M | $128M | — | Held |
| MORGAN STANLEY | 679K | $51.6M | — | Held |
| BARCLAYS PLC | 268K | $20.4M | $175.2K | Added$7.87M |
| Cambria Investment Management, L.P. | 103K | $7.83M | — | Held |
| Sanctuary Advisors, LLC | 9.6K | $730.2K | $9.89K | Added$24.7K |
| Cresset Asset Management, LLC | 4.43K | $337.3K | $4.65K | Cut−$35.2K |
| Severin Investments, LLC | 3.6K | $273.9K | $3.71K | Added$6.68K |
| Medallion Wealth Advisors, LLC | 1.2K | $91.3K | −$2.22K | Cut−$2.22K |
| Allworth Financial LP | 1.19K | $90.4K | — | Held |
| IFP Advisors, Inc | 682 | $51.9K | — | Held |
| Kilter Group LLC | 28 | $2.13K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 11.5K | $875 | — | Held |
| Cape Investment Advisory, Inc. | 11 | $837 | — | Held |
| Essential Partners LLC | 6 | $456 | $2 | Added$306 |
| KBC Group NV | 1.71K | $130 | — | Held |
Who left
- PEAK6 LLC$235.8K
Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.