Stock
Reported value
$469.2M
Holders
23
+2 new · −2 exited
Holders’ est. mark
$18.8M
Price effect on 7 books still in the name
Largest holder
$263.9M
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/ | 15.5M | $263.9M | — | Held |
| MORGAN STANLEY | 6.05M | $102.4M | — | Held |
| Alberta Investment Management Corp | 5.41M | $91.9M | $18.2M | Added$17.4M |
| BARCLAYS PLC | 403K | $6.85M | $112.3K | Added$6.4M |
| Swiss Life Asset Management Ltd | 92.9K | $1.58M | $280.5K | Added$454.8K |
| Persistent Asset Partners Ltd | 52.3K | $889.3K | — | Held |
| Savant Capital, LLC | 40.9K | $695.1K | $119K | Added$217.8K |
| Wealthspire Retirement, LLC | 32.5K | $552.2K | — | Held |
| Sanctuary Advisors, LLC | 12.6K | $214.4K | $42.8K | Cut−$86.6K |
| IFP Advisors, Inc | 4.18K | $71.1K | — | Held |
| Leonteq Securities AG | 3.91K | $66.4K | $13.3K | Cut−$312.7K |
| Allworth Financial LP | 3.02K | $51.4K | — | Held |
| Aventura Private Wealth, LLC | 1.39K | $23.6K | — | New |
| AllSquare Wealth Management LLC | 500 | $8.49K | — | Held |
| Essential Partners LLC | 302 | $5.13K | — | New |
| Cape Investment Advisory, Inc. | 245 | $4.16K | — | Held |
| Nalls Sherbakoff Group, LLC | 100 | $1.7K | $339 | Added$339 |
| Principia Wealth Advisory, LLC | 80 | $1.36K | — | Held |
| Kilter Group LLC | 39 | $663 | — | Held |
| Strategic Investment Solutions, Inc. /IL | 1 | $17 | — | Held |
Who left
- ONTARIO TEACHERS PENSION PLAN BOARD$10.8M
- PEAK6 LLC$2.01M
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.