Stock
Reported value
$152M
Holders
16
+1 new · −1 exited
Holders’ est. mark
−$2.98M
Price effect on 10 books still in the name
Largest holder
$107.4M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 671.8K | $107.4M | −$2.24M | Added$14.7M |
| DANSKE BANK A/S | 160.7K | $25.7M | −$634.9K | Cut−$6.68M |
| Sanctuary Advisors, LLC | 46.8K | $7.48M | — | Held |
| Swiss Life Asset Management Ltd | 24.8K | $3.96M | −$79K | Added$516.1K |
| FIRST NATIONAL BANK OF OMAHA | 16.6K | $2.65M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 9.19K | $1.47M | — | Held |
| Savant Capital, LLC | 7.33K | $1.17M | — | Held |
| ELEVATION POINT WEALTH PARTNERS, LLC | 5.11K | $816.8K | −$7.65K | Added$497.9K |
| Leonteq Securities AG | 2.99K | $478.5K | −$11.8K | Cut−$57.9K |
| Womack Financial LLC | 2.52K | $402.7K | −$8.96K | Added$31.2K |
| Pine Valley Investments Ltd Liability Co | 2.1K | $335.5K | — | Held |
| Aventura Private Wealth, LLC | 600 | $96K | −$2.4K | Cut−$31.6K |
| Evelyn Partners Investment Management LLP | 230 | $36.8K | −$909 | Cut−$909 |
| Prestige Wealth Management Group LLC | 50 | $7.99K | −$119 | Added$3.08K |
| Clark Wealth Partners | 20 | $3.2K | — | New |
| Evelyn Partners Asset Management Ltd | 16 | $2.56K | −$63 | Cut−$63 |
Who left
Positions as of Q1 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.