Stock
Reported value
$371M
Holders
18
+1 new · −2 exited
Holders’ est. mark
$14M
Price effect on 9 books still in the name
Largest holder
$161.6M
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/ | 1.55M | $161.6M | — | Held |
| MORGAN STANLEY | 1.07M | $111.1M | — | Held |
| BARCLAYS PLC | 894.9K | $93.2M | $12.7M | Added$73M |
| OP Asset Management Ltd | 13.9K | $1.45M | $557.8K | Added$456.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | 11.7K | $1.22M | $261.2K | Added$806.2K |
| Sanctuary Advisors, LLC | 8.07K | $841.2K | $324.3K | Added$246.2K |
| Swiss Life Asset Management Ltd | 4.89K | $509.1K | — | New |
| Cresset Asset Management, LLC | 3.9K | $406.5K | $131.9K | Added$196.4K |
| Keel Point, LLC | 2.43K | $253.2K | — | Held |
| Allworth Financial LP | 1.6K | $166.8K | — | Held |
| Leonteq Securities AG | 1.42K | $147.7K | $5.46K | Added$138.9K |
| IFP Advisors, Inc | 447 | $46.6K | — | Held |
| Essential Partners LLC | 271 | $28.2K | $9.52K | Added$13.1K |
| Aventura Private Wealth, LLC | 199 | $20.7K | $8K | Added$8K |
| MV CAPITAL MANAGEMENT, INC. | 27 | $2.81K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 22.1K | $2.3K | — | Held |
| Prestige Wealth Management Group LLC | 10 | $1.04K | $401 | Added$401 |
| KBC Group NV | 2.96K | $308 | — | Held |
Who left
- Alberta Investment Management Corp$4.14M
- PEAK6 LLC$2.62M
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.