Stock
Reported value
$254.9M
Holders
21
+4 new · −0 exited
Holders’ est. mark
$12.3M
Price effect on 7 books still in the name
Largest holder
$95.9M
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/ | 3.22M | $95.9M | — | Held |
| CANTOR FITZGERALD, L. P. | 2.1M | $62.7M | — | Held |
| MORGAN STANLEY | 2.1M | $62.7M | — | Held |
| BARCLAYS PLC | 615.1K | $18.3M | $10.6M | Added$11.3M |
| TUDOR INVESTMENT CORP ET AL | 301.4K | $8.98M | — | Held |
| RIA Advisory Group LLC | 42.8K | $1.27M | — | Held |
| Sanctuary Advisors, LLC | 37.6K | $1.12M | $572K | Added$741.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | 27K | $805.5K | $356.8K | Added$569.5K |
| Leonteq Securities AG | 26.4K | $786.2K | $473.2K | Cut−$357.7K |
| Swiss Life Asset Management Ltd | 14.5K | $433.3K | — | New |
| Allworth Financial LP | 11.5K | $343.9K | — | Held |
| OP Asset Management Ltd | 11.2K | $332.2K | $139.7K | Added$239.8K |
| TUCKER ASSET MANAGEMENT LLC | 10.5K | $312K | $187.8K | Added$184.8K |
| Cresset Asset Management, LLC | 9.09K | $270.8K | — | New |
| Savant Capital, LLC | 8.91K | $265.4K | — | New |
| Pine Valley Investments Ltd Liability Co | 7.21K | $214.9K | — | New |
| IFP Advisors, Inc | 4.3K | $128.2K | — | Held |
| Scarborough Advisors, LLC | 1.58K | $47.2K | — | Held |
| Prestige Wealth Management Group LLC | 124 | $3.69K | $2.22K | Added$2.01K |
| Strategic Investment Solutions, Inc. /IL | 100 | $2.98K | — | Held |
| KBC Group NV | 8.59K | $256 | — | Held |
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.