Stock
Reported value
$33.8M
Holders
34
+4 new · −0 exited
Holders’ est. mark
−$261.8K
Price effect on 30 books still in the name
Largest holder
$6.08M
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Citadel0.0% · $1.94M
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 127.8K | $6.08M | −$44.1K | Added$1.37M |
| Private Advisor Group, LLC | 85.6K | $4.07M | −$34.8K | Added$356.5K |
| ECLECTIC ASSOCIATES INC /ADV | 83.1K | $3.95M | −$37.4K | Cut−$174.3K |
| LPL Financial LLC | 81.5K | $3.88M | −$36.7K | Cut−$1.77M |
| COLUMBIA ADVISORY PARTNERS LLC | 66.4K | $3.16M | — | New |
| Citadel | 40.8K | $1.94M | −$18.3K | Cut−$1.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36.1K | $1.72M | −$16.3K | Cut−$602.4K |
| JANE STREET GROUP, LLC | 30.6K | $1.46M | −$13.8K | Cut−$750.7K |
| HF Advisory Group, LLC | 23.1K | $1.1M | −$9.94K | Added$38.6K |
| OSAIC HOLDINGS, INC. | 22.3K | $1.06M | −$1.95K | Added$849.8K |
| Kestra Advisory Services, LLC | 20.2K | $958.9K | −$9.07K | Cut−$11.3K |
| Prime Capital Investment Advisors, LLC | 17.1K | $813.7K | −$7.68K | Cut−$4.16K |
| Insight Advisors, LLC/ PA | 17.1K | $813.5K | −$7.5K | Added$13.2K |
| WEBSTER BANK, N. A. | 11.5K | $548.3K | −$4.54K | Added$64K |
| Winch Advisory Services, LLC | 10.1K | $481.6K | −$4.44K | Added$7.93K |
| Bank of New York Mellon Corp | 7.34K | $349.1K | −$3.18K | Added$7.48K |
| MORGAN STANLEY | 7.07K | $336.2K | −$3.2K | Cut−$23.9K |
| Herold Advisors, Inc. | 5.43K | $258.2K | −$2.44K | Cut−$17.5K |
| Trilogy Capital Inc. | 4.52K | $215K | −$2.07K | Cut−$2.79K |
| ROYAL BANK OF CANADA | 3.46K | $165K | −$1.38K | Added$78K |
| NBC SECURITIES, INC. | 2.35K | $111.7K | −$1.06K | Cut−$17.4K |
| Smartleaf Asset Management LLC | 1.52K | $72.1K | −$757 | Added$8.27K |
| JPMORGAN CHASE & CO | 991 | $47.1K | −$530 | Cut−$8.21K |
| AMERIFLEX GROUP, INC. | 802 | $38.2K | — | New |
| FRANKLIN RESOURCES INC | 800 | $38.1K | −$360 | Cut−$360 |
| Western Wealth Management, LLC | 669 | $31.8K | — | New |
| Advisory Services Network, LLC | 606 | $28.8K | — | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 416 | $19.8K | −$195 | Cut−$195 |
| UBS Group AG | 145 | $6.9K | −$50 | Added$1.52K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 38 | $1.81K | −$17 | Cut−$17 |
| FLOW TRADERS U.S. LLC | 27.3K | $1.3K | −$12 | Cut−$1 |
| CoreCap Advisors, LLC | 11 | $523 | −$5 | Cut−$5 |
| Smallwood Wealth Investment Management, LLC | 1 | $69 | −$1 | Cut−$1 |
| WELLS FARGO & COMPANY/MN | 1 | $32 | −$9 | Cut−$9 |
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.