Stock
Reported value
$171.4M
Holders
19
+4 new · −0 exited
Holders’ est. mark
$731.5K
Price effect on 5 books still in the name
Largest holder
$67.3M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 244.2K | $67.3M | — | Held |
| BANK OF AMERICA CORP /DE/ | 194.1K | $53.5M | — | Held |
| Greenstone Partners & Co., LLC | 132.8K | $36.6M | — | Held |
| BARCLAYS PLC | 21.6K | $5.96M | $484.1K | Added$3.5M |
| TUDOR INVESTMENT CORP ET AL | 17K | $4.68M | — | Held |
| Virtue Capital Management, LLC | 28.7K | $852.3K | — | Held |
| DGS Capital Management, LLC | 2.74K | $755.9K | $124.4K | Added$56.7K |
| National Philanthropic Trust | 1.85K | $510K | $84K | Cut−$342.1K |
| Swiss Life Asset Management Ltd | 1K | $275.9K | — | New |
| Saranac Partners Ltd | 920 | $253.6K | — | New |
| Sanctuary Advisors, LLC | 858 | $236.5K | $38.9K | Added$32.5K |
| VIRTUS ADVISERS, LLC | 740 | $204K | — | New |
| IFP Advisors, Inc | 628 | $173.1K | — | Held |
| Allworth Financial LP | 170 | $46.9K | — | Held |
| Cape Investment Advisory, Inc. | 12 | $3.31K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 4.2K | $1.16K | — | Held |
| PEAK6 LLC | 2 | $546 | — | New |
| Essential Partners LLC | 1 | $276 | $46 | Added$46 |
| KBC Group NV | 579 | $160 | — | Held |
Positions as of Q3 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.