Stock
Reported value
$223.3M
Holders
20
+1 new · −0 exited
Holders’ est. mark
$1.41M
Price effect on 7 books still in the name
Largest holder
$146.3M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 3.67M | $146.3M | — | Held |
| BANK OF AMERICA CORP /DE/ | 855.1K | $34.1M | — | Held |
| BARCLAYS PLC | 645.5K | $25.8M | $937.5K | Added$13.1M |
| Allworth Financial LP | 187.1K | $7.47M | — | Held |
| Swiss Life Asset Management Ltd | 104.9K | $4.19M | $272K | Added$527.1K |
| OP Asset Management Ltd | 31.2K | $1.24M | $86.1K | Cut−$224.7K |
| Pine Valley Investments Ltd Liability Co | 27.1K | $1.08M | $73K | Added$97K |
| Holos Integrated Wealth LLC | 20.5K | $832.7K | — | Held |
| Lindenwold Advisors, INC | 17.4K | $694.5K | — | Held |
| Sanctuary Advisors, LLC | 15.7K | $625.4K | $43.3K | Cut−$56.9K |
| Severin Investments, LLC | 11.3K | $449.5K | — | New |
| AIA Group Ltd | 7.64K | $304.7K | — | Held |
| Essential Partners LLC | 2.01K | $80.4K | $229 | Added$77.3K |
| IFP Advisors, Inc | 1.09K | $43.5K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 619 | $24.7K | — | Held |
| Leonteq Securities AG | 351 | $14K | $842 | Added$2.68K |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 53.4K | $2.13K | — | Held |
| Principia Wealth Advisory, LLC | 27 | $1.08K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 20 | $798 | — | Held |
| KBC Group NV | 17.6K | $700 | — | 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.