Stock
Reported value
$344.4M
Holders
19
+0 new · −1 exited
Holders’ est. mark
$5.41M
Price effect on 7 books still in the name
Largest holder
$209.2M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 620.1K | $209.2M | — | Held |
| BANK OF AMERICA CORP /DE/ | 264.9K | $89.4M | — | Held |
| BARCLAYS PLC | 63.1K | $21.3M | $1.66M | Added$14.6M |
| Cresset Asset Management, LLC | 40.8K | $13.8M | $2.73M | Added$2.79M |
| SUMMIT WEALTH GROUP LLC / CO | 19.6K | $3.98M | — | Held |
| DGS Capital Management, LLC | 7.34K | $2.48M | $467K | Added$602.3K |
| Essential Partners LLC | 4.31K | $1.45M | $261.3K | Added$405K |
| Sanctuary Advisors, LLC | 3.44K | $1.16M | $218.4K | Added$285.2K |
| Swiss Life Asset Management Ltd | 1.78K | $600.1K | $62.9K | Added$347.9K |
| Narus Financial Partners, LLC | 979 | $330.2K | — | Held |
| Allworth Financial LP | 763 | $257.4K | — | Held |
| Cambria Investment Management, L.P. | 644 | $217.2K | — | Held |
| GW HENSSLER & ASSOCIATES LTD | 633 | $213.5K | — | Held |
| IFP Advisors, Inc | 453 | $152.8K | — | Held |
| Scarborough Advisors, LLC | 26 | $8.77K | — | Held |
| Prestige Wealth Management Group LLC | 21 | $7.08K | $1.41K | Added$1.41K |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 8K | $2.7K | — | Held |
| Principia Wealth Advisory, LLC | 7 | $2.36K | — | Held |
| KBC Group NV | 1.08K | $366 | — | Held |
Who left
- PEAK6 LLC$13.1M
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.