Stock
Reported value
$3.38M
Holders
7
+1 new · −0 exited
Holders’ est. mark
$19.4K
Price effect on 1 books still in the name
Largest holder
$1.25M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 103.9K | $1.25M | — | Held |
| BANK OF AMERICA CORP /DE/ | 92.1K | $1.11M | — | Held |
| SUMMIT WEALTH GROUP LLC / CO | 3.98K | $721.2K | — | Held |
| BARCLAYS PLC | 25.1K | $302.2K | $19.4K | Cut−$166K |
| Essential Partners LLC | 205 | $2.46K | — | New |
| IFP Advisors, Inc | 28 | $337 | — | Held |
| Allworth Financial LP | 1 | $13 | — | 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.