Stock
Reported value
$14.5M
Holders
14
+3 new · −0 exited
Holders’ est. mark
$1.9M
Price effect on 6 books still in the name
Largest holder
$4.78M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 52.9K | $4.78M | $182.7K | Added$4.43M |
| National Philanthropic Trust | 35.3K | $3.19M | $1.08M | Cut−$64.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | 12.1K | $1.09M | $230.5K | Added$645.8K |
| PEAK6 LLC | 11.2K | $1.02M | — | Held |
| Integrated Financial Solutions, Inc. | 11.2K | $1.01M | — | Held |
| ELEVATION POINT WEALTH PARTNERS, LLC | 9.53K | $861.9K | $218.8K | Added$437.4K |
| Revere Asset Management, Inc | 7.55K | $682.7K | — | New |
| Cresset Asset Management, LLC | 7.5K | $678.5K | — | Held |
| Sanctuary Advisors, LLC | 6.75K | $609.9K | $180.5K | Added$259.6K |
| Swiss Life Asset Management Ltd | 3.38K | $306K | — | New |
| NWAM LLC | 1.86K | $254.5K | — | Held |
| Nalls Sherbakoff Group, LLC | 250 | $22.6K | — | New |
| Aventura Private Wealth, LLC | 204 | $18.4K | $6.15K | Added$6.51K |
| Essential Partners LLC | 6 | $543 | — | Held |
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.