Stock
Reported value
$733.9M
Holders
17
+1 new · −1 exited
Holders’ est. mark
−$86.4M
Price effect on 9 books still in the name
Largest holder
$305.9M
Marex Group plc
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Marex Group plc | 6.53M | $305.9M | −$40.8M | Cut−$51.2M |
| Galaxy Group Investments LLC | 4.68M | $218.9M | −$29.2M | Cut−$143.9M |
| BARCLAYS PLC | 3.94M | $184.3M | −$15.4M | Added$53.1M |
| Sanctuary Advisors, LLC | 194.8K | $9.12M | — | Held |
| Corecam Pte. Ltd. | 148.7K | $6.96M | −$737K | Added$693K |
| National Philanthropic Trust | 44.5K | $2.08M | −$194.4K | Added$431.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | 35.6K | $1.67M | — | Held |
| ELEVATION POINT WEALTH PARTNERS, LLC | 29.5K | $1.38M | −$42.6K | Added$1.02M |
| Pine Valley Investments Ltd Liability Co | 25.6K | $1.2M | — | Held |
| Savant Capital, LLC | 24.2K | $1.13M | — | Held |
| CHESAPEAKE ASSET MANAGEMENT LLC | 8.97K | $419.8K | −$13.4K | Added$305.7K |
| Mission Financial Group, LLC | 10K | $385.2K | −$78.3K | Added$39K |
| DGS Capital Management, LLC | 6.18K | $289.3K | — | Held |
| BRC Group Holdings, Inc. | 2K | $93.6K | — | Held |
| Medallion Wealth Advisors, LLC | 600 | $29K | −$356 | Added$25K |
| Nalls Sherbakoff Group, LLC | 369 | $17.3K | — | Held |
| Cornerstone National Bank & Trust Co | 355 | $16.6K | — | New |
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.