Stock
Reported value
$233M
Holders
20
+0 new · −0 exited
Holders’ est. mark
$1.03M
Price effect on 8 books still in the name
Largest holder
$109.3M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 966.8K | $109.3M | — | Held |
| BANK OF AMERICA CORP /DE/ | 739.1K | $83.6M | — | Held |
| BARCLAYS PLC | 290.6K | $32.9M | $915.5K | Cut−$302K |
| Sanctuary Advisors, LLC | 32.1K | $3.63M | $62.7K | Added$1.45M |
| Invst, LLC | 7.67K | $867.4K | — | Held |
| Savant Capital, LLC | 7.34K | $829.4K | $23.1K | Added$17.2K |
| Swiss Life Asset Management Ltd | 4.63K | $523.2K | $8.28K | Added$234.3K |
| Strategic Investment Advisors / MI | 3.66K | $414.3K | — | Held |
| Cresset Asset Management, LLC | 2.51K | $285.7K | $7.81K | Added$11.1K |
| BRIGHTON SECURITIES CORP. | 2.22K | $250.8K | $6.99K | Cut−$69.1K |
| Allworth Financial LP | 1.6K | $181.2K | — | Held |
| IFP Advisors, Inc | 1K | $113.1K | — | Held |
| Scarborough Advisors, LLC | 410 | $46.4K | — | Held |
| WFA of San Diego, LLC | 301 | $34K | — | Held |
| AllSquare Wealth Management LLC | 273 | $30.9K | — | Held |
| Clark Wealth Partners | 64 | $7.66K | $626 | Added$626 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 19.7K | $2.23K | — | Held |
| Prestige Wealth Management Group LLC | 9 | $1.02K | $28 | Added$28 |
| Principia Wealth Advisory, LLC | 6 | $678 | — | Held |
| KBC Group NV | 3K | $340 | — | 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.