Stock
Reported value
$82M
Holders
10
+2 new · −1 exited
Holders’ est. mark
$667.9K
Price effect on 2 books still in the name
Largest holder
$31.8M
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/ | 380.1K | $31.8M | — | Held |
| MORGAN STANLEY | 377.4K | $31.6M | — | Held |
| Tributary Capital Management, LLC | 162.6K | $13.6M | — | Held |
| BARCLAYS PLC | 46.9K | $3.92M | $616K | Cut−$1.13M |
| National Philanthropic Trust | 9.1K | $760.9K | — | New |
| INDEPENDENT FINANCIAL GROUP, LLC | 3.95K | $330.3K | $51.9K | Added$37.8K |
| Allworth Financial LP | 510 | $42.6K | — | Held |
| Essential Partners LLC | 23 | $1.92K | — | New |
| KBC Group NV | 1.14K | $95 | — | Held |
| IFP Advisors, Inc | 1 | $84 | — | Held |
Who left
- PEAK6 LLC$73.9K
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.