Stock
Reported value
$5.18M
Holders
7
+2 new · −0 exited
Holders’ est. mark
$207.9K
Price effect on 1 books still in the name
Largest holder
$2.24M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 243.8K | $2.24M | — | Held |
| BANK OF AMERICA CORP /DE/ | 147.2K | $1.35M | — | Held |
| BARCLAYS PLC | 89.6K | $824.5K | $207.9K | Added$53.5K |
| SUMMIT WEALTH GROUP LLC / CO | 533 | $616.3K | — | Held |
| Sanctuary Advisors, LLC | 13.2K | $121K | — | New |
| IFP Advisors, Inc | 1.98K | $18.2K | — | Held |
| Essential Partners LLC | 1 | $9 | — | New |
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.