Stock
Reported value
$100.9M
Holders
12
+2 new · −1 exited
Holders’ est. mark
$8.37M
Price effect on 9 books still in the name
Largest holder
$91.7M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 1.74M | $91.7M | $7.73M | Added$13.9M |
| Swiss Life Asset Management Ltd | 63.9K | $3.37M | $248.7K | Added$870.9K |
| OP Asset Management Ltd | 51.4K | $2.71M | $242.9K | Added$269.2K |
| Cresset Asset Management, LLC | 17.6K | $927K | — | Held |
| Savant Capital, LLC | 15.2K | $800.5K | $60.6K | Added$191.1K |
| Leonteq Securities AG | 9.5K | $501.6K | $45.9K | Cut−$65.2K |
| DANSKE BANK A/S | 8.06K | $425.6K | $38.5K | Added$30.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | 4.02K | $212.4K | — | New |
| Medallion Wealth Advisors, LLC | 3.03K | $164.1K | $6.24K | Added$114.6K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 681 | $35.9K | — | New |
| Nalls Sherbakoff Group, LLC | 101 | $5.35K | $493 | Cut−$4.27K |
| Prestige Wealth Management Group LLC | 46 | $2.43K | $219 | Added$219 |
Who left
- Clark Wealth Partners$3.98K
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.