Stock
Reported value
$331.4M
Holders
21
+2 new · −3 exited
Holders’ est. mark
$159.3M
Price effect on 14 books still in the name
Largest holder
$215.8M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 3.93M | $215.8M | $150.2M | Added$6M |
| National Philanthropic Trust | 469.8K | $62.2M | $6.05M | Added$6M |
| DANSKE BANK A/S | 194.7K | $25.8M | $2.42M | Added$3.36M |
| ONTARIO TEACHERS PENSION PLAN BOARD | 7M | $6.98M | −$730.7K | Added$4.25M |
| OP Asset Management Ltd | 46.1K | $6.1M | $579.4K | Added$724.2K |
| Swiss Life Asset Management Ltd | 44.5K | $5.89M | $483.5K | Added$1.41M |
| Cresset Asset Management, LLC | 20.5K | $2.71M | — | Held |
| Essential Partners LLC | 14.6K | $1.93M | — | Held |
| Leonteq Securities AG | 9.85K | $1.3M | $143.8K | Cut−$2.45M |
| INDEPENDENT FINANCIAL GROUP, LLC | 9.08K | $1.2M | $102K | Added$254.6K |
| DGS Capital Management, LLC | 5.17K | $683.7K | — | New |
| Savant Capital, LLC | 3.85K | $509.2K | $47.9K | Added$65.6K |
| Triumph Capital Management | 1.53K | $202.5K | — | Held |
| ELEVATION POINT WEALTH PARTNERS, LLC | 641 | $84.8K | — | New |
| Nalls Sherbakoff Group, LLC | 560 | $74.1K | $5.92K | Added$19.2K |
| Aventura Private Wealth, LLC | 206 | $27.3K | $2.65K | Added$1.94K |
| Cornerstone National Bank & Trust Co | 91 | $12K | $1.17K | Added$1.17K |
| Prestige Wealth Management Group LLC | 26 | $3.44K | $335 | Cut−$1.22K |
| Clark Wealth Partners | 1 | $132 | $13 | Cut−$3.09K |
Who left
Positions as of Q2 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.