Stock
Reported value
$29.2M
Holders
5
+0 new · −1 exited
Holders’ est. mark
$3.96M
Price effect on 2 books still in the name
Largest holder
$12.7M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 586K | $12.7M | — | Held |
| National Philanthropic Trust | 492.1K | $10.7M | $3.68M | Added$3.68M |
| SUMMIT WEALTH GROUP LLC / CO | 26K | $3.33M | — | Held |
| BANK OF AMERICA CORP /DE/ | 74.7K | $1.62M | — | Held |
| BARCLAYS PLC | 36.8K | $799.8K | $275.3K | Added$147.3K |
Who left
- BRC Group Holdings, Inc.$448.9K
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.