Stock
Reported value
$35.7M
Holders
14
+2 new · −1 exited
Holders’ est. mark
−$1.13M
Price effect on 9 books still in the name
Largest holder
$19.8M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 1.59M | $19.8M | −$679.5K | Added$339.5K |
| Swiss Life Asset Management Ltd | 967K | $12M | −$434.3K | Cut−$647.1K |
| Retirement Solution LLC | 107.4K | $1.33M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 97.3K | $1.21M | — | Held |
| Marex Group plc | 39K | $484.7K | — | New |
| Sanctuary Advisors, LLC | 37.1K | $460.7K | — | Held |
| Leonteq Securities AG | 14.5K | $181.4K | −$5.82K | Cut−$113.4K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 14.6K | $181.2K | −$6.57K | Cut−$125.3K |
| Evelyn Partners Investment Management LLP | 880 | $10.9K | −$396 | Cut−$396 |
| Medallion Wealth Advisors, LLC | 700 | $8.66K | −$350 | Cut−$350 |
| Prestige Wealth Management Group LLC | 524 | $6.51K | −$235 | Cut−$750 |
| Clark Wealth Partners | 32 | $397 | −$15 | Cut−$79 |
| Aventura Private Wealth, LLC | 32 | $392 | — | New |
| CHESAPEAKE ASSET MANAGEMENT LLC | 20 | $248 | −$9 | Cut−$9 |
Who left
- DANSKE BANK A/S$70.8K
Positions as of Q1 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.