Stock
Reported value
$184.8M
Holders
12
+2 new · −0 exited
Holders’ est. mark
$3.45K
Price effect on 2 books still in the name
Largest holder
$79M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 3.51M | $79M | — | Held |
| BANK OF AMERICA CORP /DE/ | 3.39M | $76.3M | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 624.8K | $14.1M | — | Held |
| Flavin Financial Services, Inc. | 258.9K | $5.83M | — | New |
| Allworth Financial LP | 144K | $3.24M | — | Held |
| Sanctuary Advisors, LLC | 114.5K | $2.58M | $3.45K | Cut−$101.1K |
| IFP Advisors, Inc | 95.1K | $2.14M | — | Held |
| AllSquare Wealth Management LLC | 32.3K | $726.3K | — | Held |
| National Philanthropic Trust | 22.3K | $501.3K | — | New |
| Boreal Capital Management LLC | 0 | $405.4K | — | Held |
| SkyView Investment Advisors, LLC | 50K | $1.13K | — | Held |
| Aventura Private Wealth, LLC | 5 | $113 | $1 | Added$1 |
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.