Inst. Holders
50 funds
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 2 | 1 | 0 | 0 | 80% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Next Q | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Current FY | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Next FY | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Bramshill Investments, LLC | 7,767,525 | $59.1M | 30.3% | DOUBLED +143.3% |
| GUGGENHEIM CAPITAL LLC | 2,724,581 | $20.7M | 10.6% | ADD +77.2% |
| MORGAN STANLEY | 1,863,909 | $14.2M | 7.3% | ADD +36.4% |
| TORONTO DOMINION BANK | 1,611,583 | $12.3M | 6.3% | NEW |
| WELLS FARGO & COMPANY/MN | 1,374,493 | $10.5M | 5.4% | ADD +43.7% |
| Allspring Global Investments Holdings, LLC | 1,142,125 | $8.7M | 4.5% | ADD +29.7% |
| BANK OF AMERICA CORP /DE/ | 1,083,313 | $8.2M | 4.2% | ADD +30.5% |
| VAN ECK ASSOCIATES CORP | 1,077,922 | $8.2M | 4.2% | ADD +35.8% |
| ENVESTNET ASSET MANAGEMENT INC | 924,063 | $7.0M | 3.6% | ADD +47.8% |
| Cetera Investment Advisers | 620,021 | $4.7M | 2.4% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | ADD | 880,651 | 1,142,125 | +29.7% | $8.7M |
| BANK OF AMERICA CORP /DE/ | ADD | 830,277 | 1,083,313 | +30.5% | $8.2M |
| TRUIST FINANCIAL CORP | ADD | 182,824 | 337,948 | +84.8% | $2.6M |
| OSAIC HOLDINGS, INC. | TRIM | 563,269 | 336,267 | -40.3% | $2.6M |
| Focus Partners Wealth | DOUBLED | 56,120 | 119,928 | +113.7% | $912.7K |
| HighTower Advisors, LLC | ADD | 52,075 | 98,347 | +88.9% | $748.4K |
| Mariner, LLC | DOUBLED | 14,453 | 68,623 | +374.8% | $522.2K |
| &PARTNERS | ADD | 22,673 | 38,541 | +70.0% | $293.3K |
| BANK OF MONTREAL /CAN/ | TRIM | 24,381 | 16,149 | -33.8% | $122.9K |
| Farther Finance Advisors, LLC | DOUBLED | 135 | 4,400 | +3159.3% | $33.5K |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 18, 2026 | BANK OF AMERICA CORP /DE/ | 10%+ Owner | BUY | 100 | $7.45 | $745.00 |
| Aug 18, 2026 | BANK OF AMERICA CORP /DE/ | 10%+ Owner | SELL | 100 | $7.36 | $735.50 |
| Jul 21, 2026 | Morris Sonya | Director | BUY | 5,000 | $7.50 | $37.5K |
| May 20, 2026 | BANK OF AMERICA CORP /DE/ | 10%+ Owner | BUY | 680 | $7.36 | $5.0K |
| May 20, 2026 | BANK OF AMERICA CORP /DE/ | 10%+ Owner | SELL | 680 | $7.33 | $5.0K |
| Mar 25, 2026 | Morris Sonya | Director | BUY | 5,000 | $7.48 | $37.4K |
| Mar 13, 2026 | BANK OF AMERICA CORP /DE/ | 10%+ Owner | SELL | 65 | $7.63 | $495.96 |
| Mar 13, 2026 | BANK OF AMERICA CORP /DE/ | 10%+ Owner | BUY | 65 | $7.74 | $503.41 |
| Feb 23, 2026 | JPMorgan Chase Bank, N.A. | 10%+ Owner | J | 1,212 | — | — |