Stock
Reported value
$358.8M
Holders
18
+10 new · −9 exited
Holders’ est. mark
−$266.7M
Price effect on 9 books still in the name
Largest holder
$182.3M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 1.65M | $182.3M | −$175.5M | Cut−$64.2M |
| DANSKE BANK A/S | 598.1K | $66.1M | −$41.2M | Added$8.3M |
| AEGON ASSET MANAGEMENT UK Plc | 465.6K | $51.5M | −$35.4M | Added$1.79M |
| Swiss Life Asset Management Ltd | 336.8K | $37.2M | −$13.9M | Added$17.7M |
| Evelyn Partners Investment Management Services Ltd | 78.5K | $8.68M | — | Held |
| Evelyn Partners Investment Management LLP | 42.9K | $4.74M | — | Held |
| Evelyn Partners Asset Management Ltd | 23.9K | $2.64M | — | Held |
| Leonteq Securities AG | 21.1K | $2.33M | — | New |
| Marex Group plc | 11.1K | $1.22M | −$275.5K | Added$836.7K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 7.3K | $806.8K | −$512.1K | Added$87.5K |
| Severin Investments, LLC | 6.56K | $725.5K | — | Held |
| Peak Planning Group, LLC | 2.99K | $330.7K | — | New |
| Medallion Wealth Advisors, LLC | 1.23K | $103.2K | — | Held |
| Aventura Private Wealth, LLC | 760 | $84K | — | Held |
| BROADWATER CAPITAL MANAGEMENT LLC | 192 | $21.2K | −$13.1K | Added$2.8K |
| Clark Wealth Partners | 96 | $10.6K | — | Held |
| Prestige Wealth Management Group LLC | 46 | $5.08K | −$3.01K | Added$862 |
| CHESAPEAKE ASSET MANAGEMENT LLC | 12 | $1.33K | −$546 | Added$559 |
Who left
Positions as of Q4 2024. 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.