Stock
Reported value
$100.9M
Holders
14
+0 new · −1 exited
Holders’ est. mark
$88.8K
Price effect on 6 books still in the name
Largest holder
$43.9M
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/ | 1.76M | $43.9M | — | Held |
| MORGAN STANLEY | 1.31M | $32.6M | — | Held |
| Tributary Capital Management, LLC | 592.9K | $14.8M | — | Held |
| BARCLAYS PLC | 284.6K | $7.11M | $68.7K | Added$574.6K |
| Cresset Asset Management, LLC | 47.5K | $1.19M | $12.1K | Added$43K |
| Henshaw Capital LLC | 21.4K | $535K | $5.03K | Added$57.2K |
| IFP Advisors, Inc | 17.1K | $427.8K | — | Held |
| Sanctuary Advisors, LLC | 10.4K | $259.7K | $2.71K | Cut−$59.9K |
| Leonteq Securities AG | 1.14K | $28.4K | $223 | Added$7.19K |
| Allworth Financial LP | 318 | $7.94K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 127 | $3.17K | — | Held |
| Essential Partners LLC | 64 | $1.6K | $17 | Added$17 |
| Kilter Group LLC | 53 | $1.32K | — | Held |
| KBC Group NV | 3.79K | $95 | — | Held |
Who left
- DGS Capital Management, LLC$212.5K
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.