Stock
Reported value
$235.6M
Holders
14
+1 new · −1 exited
Holders’ est. mark
$1.7M
Price effect on 6 books still in the name
Largest holder
$166M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 879.1K | $166M | — | Held |
| BANK OF AMERICA CORP /DE/ | 233.2K | $44M | — | Held |
| BARCLAYS PLC | 104.5K | $19.7M | $1.51M | Added$398.8K |
| Allworth Financial LP | 11.7K | $2.2M | — | Held |
| VIRTUS ADVISERS, LLC | 10.4K | $1.96M | $149.9K | Added$113.8K |
| Lindenwold Advisors, INC | 4.69K | $885K | — | Held |
| Swiss Life Asset Management Ltd | 2.06K | $389.5K | — | New |
| DGS Capital Management, LLC | 1.19K | $225.2K | $17.2K | Added$11.1K |
| Sanctuary Advisors, LLC | 1.12K | $211.8K | $16.2K | Cut−$36.1K |
| Essential Partners LLC | 132 | $24.9K | $1.34K | Added$8.71K |
| IFP Advisors, Inc | 82 | $15.5K | — | Held |
| Prestige Wealth Management Group LLC | 24 | $4.53K | $347 | Added$347 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 9.1K | $1.72K | — | Held |
| KBC Group NV | 1.24K | $234 | — | Held |
Who left
- OP Asset Management Ltd$151.8K
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.