Stock
Reported value
$150.2M
Holders
16
+2 new · −1 exited
Holders’ est. mark
$12.1M
Price effect on 12 books still in the name
Largest holder
$100.8M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 1.73M | $100.8M | $8.45M | Cut−$5.05M |
| Pine Valley Investments Ltd Liability Co | 407.3K | $23.8M | $1.99M | Cut−$4.76M |
| Employees Provident Fund Board | 185K | $10.8M | $904.7K | Cut−$3.1M |
| Sanctuary Advisors, LLC | 108.5K | $6.33M | $473.3K | Added$1.16M |
| Swiss Life Asset Management Ltd | 42.9K | $2.5M | $154.7K | Added$811.5K |
| Leonteq Securities AG | 36.5K | $2.13M | $15.6K | Added$1.97M |
| SHERMAN PORFOLIOS, LLC | 14.7K | $857.2K | — | New |
| Cresset Asset Management, LLC | 12.9K | $751.6K | — | Held |
| DANSKE BANK A/S | 12.3K | $718.3K | $60.2K | Cut−$15.7M |
| INDEPENDENT FINANCIAL GROUP, LLC | 11.6K | $674.6K | $23K | Added$422.9K |
| Essential Partners LLC | 8.54K | $498.2K | — | Held |
| Savant Capital, LLC | 6.35K | $370.4K | $25K | Added$97.8K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 541 | $31.6K | — | New |
| Medallion Wealth Advisors, LLC | 382 | $21.3K | $703 | Added$703 |
| Prestige Wealth Management Group LLC | 201 | $11.7K | $983 | Added$983 |
| Clark Wealth Partners | 30 | $1.75K | $147 | Added$147 |
Who left
Positions as of Q2 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.