Stock
Reported value
$17.8M
Holders
48
+7 new · −10 exited
Holders’ est. mark
−$1.58M
Price effect on 41 books still in the name
Largest holder
$2.37M
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 94.9K | $2.37M | −$194.6K | Added$503.3K |
| Procyon Advisors, LLC | 86.7K | $2.16M | −$252.3K | Cut−$591.5K |
| LPL Financial LLC | 76.1K | $1.9M | −$221.3K | Cut−$3.37M |
| Sunbelt Securities, Inc. | 56.7K | $1.42M | −$165K | Cut−$777K |
| Grange Capital, LLC | 54.2K | $1.35M | −$157.8K | Cut−$271.8K |
| HighTower Advisors, LLC | 48.8K | $1.22M | −$141.6K | Cut−$28M |
| TWO SIGMA INVESTMENTS, LP | 48.4K | $1.21M | −$47.4K | Added$753.3K |
| Citadel | 42.1K | $1.05M | −$78.2K | Added$300.3K |
| Bison Wealth, LLC | 20.4K | $594.9K | $67.2K | Added$67.2K |
| GTS SECURITIES LLC | 22.9K | $571.9K | — | New |
| JANE STREET GROUP, LLC | 17.9K | $447.5K | −$52.2K | Cut−$569.5K |
| ENVESTNET ASSET MANAGEMENT INC | 16.7K | $416.4K | −$45.9K | Cut−$22.9K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 16.3K | $407.7K | −$44K | Cut−$14.1K |
| Cetera Investment Advisers | 15.9K | $396.3K | −$38.6K | Added$26.6K |
| Quadrature Capital Ltd | 14.7K | $367.2K | — | New |
| RAYMOND JAMES FINANCIAL INC | 14.5K | $362.9K | −$32.6K | Added$50.4K |
| Summit Financial, LLC | 13K | $324.4K | −$37.8K | Cut−$43.4K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 8.61K | $214.8K | −$24.1K | Cut−$16.1K |
| Rockefeller Capital Management L.P. | 8.2K | $204.6K | −$23.8K | Cut−$23.3K |
| BROWN, LISLE/CUMMINGS, INC. | 7.45K | $185.8K | −$21.7K | Cut−$21.7K |
| Smartleaf Asset Management LLC | 6.39K | $154K | −$22.7K | Cut−$2.85K |
| OSAIC HOLDINGS, INC. | 5.81K | $145K | −$16.9K | Cut−$126.7K |
| SIGNATUREFD, LLC | 2.7K | $67.4K | −$7.85K | Cut−$7.85K |
| PNC Financial Services Group, Inc. | 1.8K | $44.9K | −$2.91K | Added$17K |
| IFP Advisors, Inc | 1.65K | $41.3K | −$4.81K | Cut−$4.81K |
| BOKF, NA | 1K | $24.9K | −$2.91K | Cut−$2.91K |
| Parallel Advisors, LLC | 991 | $24.7K | −$2.88K | Cut−$2.88K |
| TopTier Wealth Management, LLC | 858 | $21.4K | — | New |
| Cedar Mountain Advisors, LLC | 500 | $12.5K | −$1.45K | Cut−$1.45K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 400 | $9.98K | −$1.16K | Cut−$1.16K |
| HARBOUR INVESTMENTS, INC. | 370 | $9.23K | — | New |
| NBC SECURITIES, INC. | 313 | $7.81K | −$911 | Cut−$911 |
| Ares Financial Consulting, LLC | 304 | $7.65K | −$818 | Cut−$818 |
| Farther Finance Advisors, LLC | 294 | $7.4K | −$233 | Added$4.98K |
| HOLLENCREST CAPITAL MANAGEMENT | 285 | $7.11K | −$829 | Cut−$829 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 200 | $5.56K | −$14 | Cut−$14 |
| WELLS FARGO & COMPANY/MN | 215 | $5.36K | — | New |
| Fidelity | 214 | $5.33K | −$639 | Cut−$890 |
| EVOLUTION WEALTH MANAGEMENT INC. | 202 | $5.04K | −$587 | Cut−$587 |
| MORGAN STANLEY | 101 | $2.52K | −$294 | Cut−$294 |
| Steward Partners Investment Advisory, LLC | 100 | $2.5K | −$290 | Cut−$3.44K |
| Aventura Private Wealth, LLC | 100 | $2.5K | −$290 | Cut−$290 |
| CWM, LLC | 98 | $2.44K | $2.44K | Added$2.44K |
| UBS Group AG | 89 | $2.22K | — | New |
| Federation des caisses Desjardins du Quebec | 50 | $1.25K | −$146 | Cut−$146 |
| BANK OF MONTREAL /CAN/ | 47 | $1.17K | −$137 | Cut−$137 |
| Strategic Wealth Partners, Ltd. | 4 | $100 | −$11 | Cut−$11 |
| SIMPLEX TRADING, LLC | 2 | $49 | — | New |
Who left
- NWAM LLC$828.1K
- NewEdge Advisors, LLC$791.5K
- INDEPENDENT FINANCIAL GROUP, LLC$232.4K
- CALTON & ASSOCIATES, INC.$206.1K
- Bogart Wealth, LLC$170.7K
- Boreal Capital Management LLC$9.33K
- Concord Wealth Partners$1.39K
- FLOW TRADERS U.S. LLC$517
- AE Wealth Management LLC$446
- JPMORGAN CHASE & CO$139
Positions as of Q1 2026. 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.