Stock
Reported value
$526.2M
Holders
17
+1 new · −0 exited
Holders’ est. mark
$74.3M
Price effect on 13 books still in the name
Largest holder
$310.8M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 1M | $310.8M | $44.3M | Added$67.9M |
| DANSKE BANK A/S | 366.5K | $113.4M | $16M | Added$26M |
| AEGON ASSET MANAGEMENT UK Plc | 200.9K | $62.1M | $9.57M | Added$7.27M |
| Swiss Life Asset Management Ltd | 73.9K | $22.9M | $2.65M | Added$8.31M |
| OP Asset Management Ltd | 31K | $9.59M | $1.48M | Added$1.45M |
| INDEPENDENT FINANCIAL GROUP, LLC | 3.86K | $1.19M | $184.2K | Added$91.3K |
| Essential Partners LLC | 3.65K | $1.13M | — | Held |
| Savant Capital, LLC | 3.54K | $1.1M | $160.7K | Added$216.5K |
| Leonteq Securities AG | 3.46K | $1.07M | $165.4K | Cut−$300.1K |
| Cresset Asset Management, LLC | 3.04K | $940.5K | — | Held |
| Pine Valley Investments Ltd Liability Co | 1.92K | $595K | $91.8K | Added$81.1K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 1.57K | $486.6K | $75.1K | Added$18.8K |
| BROADWATER CAPITAL MANAGEMENT LLC | 433.4K | $433.4K | −$365.1K | Added$66.9K |
| NWAM LLC | 987 | $299.2K | — | Held |
| VIRTUS ADVISERS, LLC | 375 | $116.1K | — | New |
| Prestige Wealth Management Group LLC | 37 | $11.5K | $1.77K | Added$1.77K |
| Clark Wealth Partners | 28 | $8.67K | $525 | Added$5.79K |
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.