Stock
Reported value
$435.8M
Holders
20
+1 new · −1 exited
Holders’ est. mark
$31M
Price effect on 7 books still in the name
Largest holder
$223.6M
WGI DM, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| WGI DM, LLC | 1.28M | $223.6M | $29.8M | Added$76.7M |
| BANK OF AMERICA CORP /DE/ | 545.3K | $95.4M | — | Held |
| MORGAN STANLEY | 500.4K | $87.6M | — | Held |
| Hudson Bay Capital Management LP | 114K | $19.9M | — | Held |
| National Philanthropic Trust | 29.2K | $5.11M | $863.6K | Added$863.6K |
| Tributary Capital Management, LLC | 5.88K | $1.03M | — | Held |
| Sanctuary Advisors, LLC | 4.88K | $853.3K | $125.3K | Added$236.4K |
| NWAM LLC | 3.81K | $718.4K | $73.4K | Added$73.4K |
| Militia Capital Partners, LP | 3.2K | $560K | — | Held |
| BARCLAYS PLC | 1.97K | $344.8K | $58.2K | Cut−$5.71M |
| Allworth Financial LP | 1.6K | $279.6K | — | Held |
| FARALLON CAPITAL MANAGEMENT LLC | 1.2K | $210K | — | New |
| IFP Advisors, Inc | 187 | $32.7K | — | Held |
| Boreal Capital Management LLC | 160 | $28K | — | Held |
| Cape Investment Advisory, Inc. | 46 | $8.05K | — | Held |
| Medallion Wealth Advisors, LLC | 23 | $4.03K | $601 | Added$601 |
| Prestige Wealth Management Group LLC | 11 | $1.93K | $325 | Added$325 |
| SkyView Investment Advisors, LLC | 6.4K | $1.12K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 4 | $700 | — | Held |
| Kilter Group LLC | 3 | $525 | — | Held |
Who left
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.