Stock
Reported value
$50.9M
Holders
13
+2 new · −1 exited
Holders’ est. mark
−$3.99M
Price effect on 8 books still in the name
Largest holder
$39M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 322.7K | $39M | −$3.37M | Added$3.63M |
| Pine Valley Investments Ltd Liability Co | 21.6K | $2.62M | — | Held |
| National Philanthropic Trust | 18K | $2.18M | −$229.3K | Cut−$1.35M |
| Sanctuary Advisors, LLC | 17.1K | $2.07M | — | Held |
| Swiss Life Asset Management Ltd | 14.7K | $1.77M | −$185.6K | Cut−$2.31M |
| CHESAPEAKE ASSET MANAGEMENT LLC | 12.2K | $1.47M | −$154.8K | Cut−$156.8K |
| Savant Capital, LLC | 7.93K | $958.7K | — | Held |
| ELEVATION POINT WEALTH PARTNERS, LLC | 3.77K | $455.8K | −$48K | Cut−$53.5K |
| DANSKE BANK A/S | 2.8K | $338.5K | — | New |
| Medallion Wealth Advisors, LLC | 170 | $20.6K | $0 | Held |
| Leonteq Securities AG | 90 | $10.9K | −$816 | Added$2.33K |
| Prestige Wealth Management Group LLC | 14 | $1.69K | −$178 | Cut−$178 |
| Clark Wealth Partners | 6 | $725 | — | 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.