Stock
Reported value
$13.5M
Holders
9
+0 new · −0 exited
Holders’ est. mark
−$8.05K
Price effect on 5 books still in the name
Largest holder
$10.8M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 1.23M | $10.8M | — | Held |
| BANK OF AMERICA CORP /DE/ | 214.1K | $1.89M | — | Held |
| Steadtrust LLC | 41.1K | $362.9K | −$3.51K | Added$49.5K |
| Sanctuary Advisors, LLC | 21.8K | $192.7K | −$2.18K | Cut−$19.4K |
| INDEPENDENT FINANCIAL GROUP, LLC | 13.5K | $119.4K | −$1.15K | Added$16.7K |
| Savant Capital, LLC | 12.2K | $108K | −$1.17K | Added$2.92K |
| Allworth Financial LP | 1.89K | $16.7K | — | Held |
| Medallion Wealth Advisors, LLC | 333 | $2.94K | −$34 | Cut−$34 |
| IFP Advisors, Inc | 135 | $1.19K | — | 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.