Stock
Reported value
$85M
Holders
14
+1 new · −1 exited
Holders’ est. mark
$564.6K
Price effect on 4 books still in the name
Largest holder
$39.6M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 329.6K | $39.6M | — | Held |
| BANK OF AMERICA CORP /DE/ | 224.1K | $27M | — | Held |
| BARCLAYS PLC | 93.5K | $11.2M | $417.9K | Cut−$10.9M |
| Cresset Asset Management, LLC | 52.3K | $6.29M | $141K | Added$2.64M |
| Lindenwold Advisors, INC | 2.97K | $357.3K | — | Held |
| Swiss Life Asset Management Ltd | 1.8K | $216.8K | — | New |
| VIRTUS ADVISERS, LLC | 1.66K | $200.1K | $5.68K | Added$53.1K |
| Allworth Financial LP | 274 | $33K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 148 | $17.8K | — | Held |
| Essential Partners LLC | 30 | $3.61K | $22 | Added$3.03K |
| IFP Advisors, Inc | 21 | $2.53K | — | Held |
| Kilter Group LLC | 13 | $1.56K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 8.79K | $1.06K | — | Held |
| KBC Group NV | 1.2K | $144 | — | Held |
Who left
- Severin Investments, LLC$493.8K
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.