Stock
Reported value
$116.6M
Holders
10
+0 new · −0 exited
Holders’ est. mark
−$288K
Price effect on 3 books still in the name
Largest holder
$58M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 829K | $58M | — | Held |
| BANK OF AMERICA CORP /DE/ | 381.6K | $26.7M | — | Held |
| Tributary Capital Management, LLC | 305.6K | $21.4M | — | Held |
| BARCLAYS PLC | 76.6K | $5.36M | −$256.6K | Cut−$2.65M |
| SUMMIT WEALTH GROUP LLC / CO | 13.3K | $4.36M | — | Held |
| Cresset Asset Management, LLC | 10.9K | $765.6K | −$31.2K | Cut−$31.6K |
| IFP Advisors, Inc | 297 | $20.8K | — | Held |
| Essential Partners LLC | 85 | $5.95K | −$207 | Added$1.4K |
| Allworth Financial LP | 63 | $4.41K | — | Held |
| KBC Group NV | 1.63K | $114 | — | Held |
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.