Stock
Reported value
$268.9M
Holders
14
+1 new · −1 exited
Holders’ est. mark
−$1.28M
Price effect on 5 books still in the name
Largest holder
$132.3M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 1.61M | $132.3M | — | Held |
| BANK OF AMERICA CORP /DE/ | 1.27M | $104.6M | — | Held |
| BARCLAYS PLC | 222.9K | $18.3M | −$1.04M | Added$7.98M |
| GW HENSSLER & ASSOCIATES LTD | 122.9K | $10.1M | — | Held |
| Sanctuary Advisors, LLC | 20.3K | $1.66M | −$152.8K | Added$146.8K |
| MIRABELLA FINANCIAL SERVICES LLP | 8.55K | $701.2K | — | Held |
| Severin Investments, LLC | 5.29K | $434.4K | −$48.6K | Cut−$311.2K |
| Savant Capital, LLC | 3.83K | $314.6K | −$35.2K | Cut−$395.6K |
| DGS Capital Management, LLC | 3.15K | $258.6K | — | New |
| Allworth Financial LP | 2.57K | $210.9K | — | Held |
| IFP Advisors, Inc | 1.2K | $98.4K | — | Held |
| Essential Partners LLC | 12 | $985 | −$110 | Cut−$110 |
| Principia Wealth Advisory, LLC | 6 | $492 | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 4 | $329 | — | Held |
Who left
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.