Stock
Reported value
$633M
Holders
22
+1 new · −1 exited
Holders’ est. mark
$53.1M
Price effect on 17 books still in the name
Largest holder
$493.6M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 4.67M | $493.6M | $44.2M | Cut−$12.8M |
| DANSKE BANK A/S | 696.8K | $73.7M | $4.97M | Added$23.1M |
| Swiss Life Asset Management Ltd | 179.7K | $19M | $652K | Added$12.4M |
| Pine Valley Investments Ltd Liability Co | 134.8K | $14.2M | $1.28M | Added$1.2M |
| OP Asset Management Ltd | 69.5K | $7.34M | $648.1K | Added$748K |
| Altrafin AG | 55.6K | $5.88M | $521.4K | Added$575.4K |
| Alberta Investment Management Corp | 46.1K | $4.87M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 43.7K | $4.61M | $412.9K | Added$293.7K |
| Leonteq Securities AG | 33.8K | $3.57M | $309.1K | Added$530.7K |
| Essential Partners LLC | 18.6K | $1.96M | — | Held |
| Cresset Asset Management, LLC | 9.86K | $1.04M | — | Held |
| ELEVATION POINT WEALTH PARTNERS, LLC | 7.88K | $833.6K | — | New |
| Savant Capital, LLC | 5.22K | $552.3K | $46K | Added$84K |
| DGS Capital Management, LLC | 3.63K | $384K | $24.2K | Added$138.2K |
| AEGON ASSET MANAGEMENT UK Plc | 3.38K | $357.3K | $27.3K | Added$79.9K |
| NWAM LLC | 3.41K | $343.8K | — | Held |
| LifeWealth Investments, LLC | 2.85K | $301.6K | $22.6K | Added$71.7K |
| Medallion Wealth Advisors, LLC | 1.23K | $130K | $11.6K | Added$11.6K |
| VIRTUS ADVISERS, LLC | 1.16K | $122.6K | $11K | Added$11K |
| Clark Wealth Partners | 595 | $62.9K | $5.63K | Added$5.53K |
| Aventura Private Wealth, LLC | 285 | $30.1K | $2.7K | Added$2.7K |
| Prestige Wealth Management Group LLC | 176 | $18.6K | $1.67K | Added$1.67K |
Who left
- SHERMAN PORFOLIOS, LLC$251.6K
Positions as of Q2 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.