Stock
Reported value
$73M
Holders
18
+1 new · −0 exited
Holders’ est. mark
$1.06M
Price effect on 6 books still in the name
Largest holder
$40.2M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 474.8K | $40.2M | — | Held |
| BANK OF AMERICA CORP /DE/ | 142.6K | $12.1M | — | Held |
| BARCLAYS PLC | 91.1K | $7.72M | $784.7K | Cut−$2.29M |
| Militia Capital Partners, LP | 88K | $7.45M | — | Held |
| OP Asset Management Ltd | 24.7K | $2.09M | $199.9K | Added$324.9K |
| Keel Point, LLC | 12.7K | $1.08M | — | Held |
| Persistent Asset Partners Ltd | 12.7K | $1.08M | — | Held |
| National Philanthropic Trust | 6.68K | $565.9K | $57.6K | Added$57.6K |
| Cambria Investment Management, L.P. | 3.28K | $277.7K | — | Held |
| Swiss Life Asset Management Ltd | 2.45K | $207.6K | — | New |
| Essential Partners LLC | 987 | $83.5K | $8.33K | Added$10K |
| Medallion Wealth Advisors, LLC | 896 | $75.8K | $7.72K | Added$7.72K |
| IFP Advisors, Inc | 499 | $42.2K | — | Held |
| Clark Wealth Partners | 217 | $18.7K | $2.2K | Added$1.97K |
| Allworth Financial LP | 59 | $5K | — | Held |
| Kilter Group LLC | 38 | $3.22K | — | Held |
| Scarborough Advisors, LLC | 25 | $2.12K | — | Held |
| KBC Group NV | 1.59K | $135 | — | 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.