Stock
Reported value
$173.5M
Holders
11
+3 new · −1 exited
Holders’ est. mark
$86.4M
Price effect on 6 books still in the name
Largest holder
$127.7M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 394.4K | $127.7M | $61.7M | Added$86.1M |
| DANSKE BANK A/S | 112.2K | $36.3M | $21.7M | Added$14.1M |
| Swiss Life Asset Management Ltd | 12.3K | $3.97M | $749.8K | Added$3.47M |
| ELEVATION POINT WEALTH PARTNERS, LLC | 11.7K | $3.78M | $2.26M | Added$1.26M |
| SHERMAN PORFOLIOS, LLC | 1.4K | $454K | — | Held |
| Marex Group plc | 1.06K | $342K | — | New |
| Norris Financial Group, LLC | 1.02K | $331.9K | — | New |
| Finivi Inc. | 729 | $236.1K | — | New |
| Stark Wealth Management LLC | 676 | $218.9K | — | Held |
| Leonteq Securities AG | 159 | $51.5K | $30.7K | Cut−$33.2K |
| Prestige Wealth Management Group LLC | 87 | $28.2K | $16.8K | Added$8.72K |
Who left
- National Philanthropic Trust$654.7K
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.