Stock
Reported value
$27.7M
Holders
14
+4 new · −0 exited
Holders’ est. mark
$707.6K
Price effect on 3 books still in the name
Largest holder
$14.1M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 118.2K | $14.1M | — | Held |
| BANK OF AMERICA CORP /DE/ | 48.4K | $5.76M | — | Held |
| Norris Financial Group, LLC | 22.2K | $2.64M | — | New |
| BARCLAYS PLC | 19.6K | $2.33M | $615.5K | Cut−$60K |
| Cambria Investment Management, L.P. | 6.33K | $753.2K | — | Held |
| Invst, LLC | 4.45K | $529.7K | — | Held |
| Triumph Capital Management | 3.31K | $394.7K | — | New |
| Sanctuary Advisors, LLC | 3.17K | $378K | — | New |
| Savant Capital, LLC | 2.91K | $346.7K | $91.5K | Added$90.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | 2K | $237.5K | — | New |
| Virtue Capital Management, LLC | 4.7K | $227.9K | — | Held |
| Allworth Financial LP | 25 | $2.98K | — | Held |
| Essential Partners LLC | 21 | $2.5K | $534 | Added$1.01K |
| IFP Advisors, Inc | 6 | $714 | — | 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.