Stock
Reported value
$44.7M
Holders
9
+0 new · −1 exited
Holders’ est. mark
−$4.42M
Price effect on 7 books still in the name
Largest holder
$33.2M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 237.4K | $33.2M | −$3.33M | Cut−$26.9M |
| National Philanthropic Trust | 48.7K | $6.8M | −$682.3K | Cut−$726.2K |
| CHESAPEAKE ASSET MANAGEMENT LLC | 15K | $2.09M | −$209.9K | Cut−$209.9K |
| Swiss Life Asset Management Ltd | 11.6K | $1.63M | −$151.4K | Cut−$34.2K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 3.51K | $490.8K | −$44.3K | Added$4.71K |
| FLAGSHIP HARBOR ADVISORS, LLC | 3.04K | $424.9K | — | Held |
| Ransom Advisory, Ltd | 500 | $69.9K | −$7.01K | Cut−$7.01K |
| Leonteq Securities AG | 48 | $6.71K | −$435 | Added$1.94K |
| Prestige Wealth Management Group LLC | 14 | $1.96K | — | Held |
Who left
Positions as of Q2 2024. 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.