Stock
Reported value
$126.5M
Holders
15
+1 new · −2 exited
Holders’ est. mark
−$643.3K
Price effect on 4 books still in the name
Largest holder
$93M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 1.21M | $93M | — | Held |
| BANK OF AMERICA CORP /DE/ | 264.2K | $20.3M | — | Held |
| BARCLAYS PLC | 133.1K | $10.2M | −$610.7K | Cut−$219.5K |
| SUMMIT WEALTH GROUP LLC / CO | 5.47K | $1.55M | — | Held |
| Sanctuary Advisors, LLC | 4.09K | $314.6K | −$19.5K | Cut−$98.1K |
| RIA Advisory Group LLC | 2.98K | $228.8K | — | Held |
| Cambria Investment Management, L.P. | 2.94K | $226.3K | — | Held |
| Savant Capital, LLC | 2.8K | $215.5K | −$13K | Cut−$7.17K |
| HARBOUR INVESTMENT MANAGEMENT LLC | 2.65K | $203.9K | — | Held |
| Swiss Life Asset Management Ltd | 2.64K | $203.2K | — | New |
| Allworth Financial LP | 257 | $19.8K | — | Held |
| IFP Advisors, Inc | 238 | $18.3K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 11.7K | $899 | — | Held |
| Prestige Wealth Management Group LLC | 10 | $769 | −$48 | Cut−$48 |
| KBC Group NV | 1.74K | $134 | — | Held |
Who left
- VIRTUS ADVISERS, LLC$533.7K
- Essential Partners LLC$245
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.