Stock
Reported value
$774.9M
Holders
26
+1 new · −1 exited
Holders’ est. mark
−$319K
Price effect on 12 books still in the name
Largest holder
$369.7M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 1.7M | $369.7M | — | Held |
| BANK OF AMERICA CORP /DE/ | 1.17M | $253.8M | — | Held |
| BARCLAYS PLC | 588.2K | $127.7M | −$242.7K | Added$70.8M |
| OP Asset Management Ltd | 25.1K | $5.46M | −$23.4K | Cut−$3.59M |
| Swiss Life Asset Management Ltd | 24.2K | $5.26M | −$18.2K | Added$993.6K |
| Sanctuary Advisors, LLC | 16.1K | $3.49M | −$13.9K | Added$248.2K |
| Steadtrust LLC | 8.8K | $1.91M | −$8.18K | Cut−$8.18K |
| IFP Advisors, Inc | 5.56K | $1.21M | — | Held |
| Savant Capital, LLC | 4.83K | $1.05M | −$4.49K | Cut−$4.05K |
| Invst, LLC | 4.79K | $1.04M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 3.48K | $756.4K | −$2.4K | Added$194.8K |
| SHERMAN PORFOLIOS, LLC | 3.04K | $660.2K | −$2.83K | Cut−$10.7K |
| GROUPAMA ASSET MANAGMENT | 2.73K | $593.5K | — | Held |
| AIA Group Ltd | 2.25K | $489.1K | — | Held |
| Cambria Investment Management, L.P. | 1.75K | $379.8K | — | Held |
| Leonteq Securities AG | 1.32K | $287.1K | −$1.23K | Cut−$777.7K |
| Cresset Asset Management, LLC | 1.3K | $282.5K | −$1.11K | Added$21.5K |
| TUCKER ASSET MANAGEMENT LLC | 1.23K | $267.3K | — | New |
| MV CAPITAL MANAGEMENT, INC. | 1.03K | $224.8K | — | Held |
| Aventura Private Wealth, LLC | 562 | $122K | −$522 | Cut−$522 |
| Allworth Financial LP | 512 | $111.2K | — | Held |
| KBC Group NV | 332.8K | $72.3K | — | Held |
| Essential Partners LLC | 166 | $36K | −$152 | Added$500 |
| Kilter Group LLC | 28 | $6.08K | — | Held |
| Principia Wealth Advisory, LLC | 8 | $1.74K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 4.8K | $1.04K | — | 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.