Stock
Reported value
$196.3M
Holders
18
+2 new · −0 exited
Holders’ est. mark
$6.33M
Price effect on 8 books still in the name
Largest holder
$90.6M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 1.4M | $90.6M | — | Held |
| BANK OF AMERICA CORP /DE/ | 1.12M | $72.9M | — | Held |
| BARCLAYS PLC | 349.9K | $22.7M | $5.66M | Added$4.16M |
| NWAM LLC | 101.8K | $7.53M | $324.4K | Added$6.5M |
| Sanctuary Advisors, LLC | 9.66K | $626K | $147K | Added$183.8K |
| Allworth Financial LP | 9.3K | $602.8K | — | Held |
| Norris Financial Group, LLC | 7.95K | $515.5K | $128.6K | Added$42.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | 5K | $324K | $73.3K | Added$103.3K |
| Cresset Asset Management, LLC | 4.1K | $265.5K | — | New |
| Swiss Life Asset Management Ltd | 3.76K | $243.8K | — | New |
| IFP Advisors, Inc | 962 | $62.3K | — | Held |
| AllSquare Wealth Management LLC | 253 | $16.4K | — | Held |
| Medallion Wealth Advisors, LLC | 124 | $8.04K | $2.02K | Added$2.02K |
| Essential Partners LLC | 72 | $4.67K | $1.15K | Added$1.21K |
| MV CAPITAL MANAGEMENT, INC. | 37 | $2.4K | — | Held |
| Kilter Group LLC | 8 | $519 | — | Held |
| Nalls Sherbakoff Group, LLC | 3 | $194 | $48 | Added$48 |
| KBC Group NV | 2.22K | $144 | — | 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.