Stock
Reported value
$123.9M
Holders
13
+1 new · −0 exited
Holders’ est. mark
$299.1K
Price effect on 3 books still in the name
Largest holder
$78.2M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 1.48M | $78.2M | — | Held |
| BANK OF AMERICA CORP /DE/ | 405.8K | $21.4M | — | Held |
| GW HENSSLER & ASSOCIATES LTD | 304.3K | $16.1M | — | Held |
| Polar Asset Management Partners Inc. | 119.2K | $6.29M | — | Held |
| BARCLAYS PLC | 28.8K | $1.52M | $138.4K | Cut−$1.16M |
| Swiss Life Asset Management Ltd | 4.42K | $233.1K | — | New |
| BROADWATER CAPITAL MANAGEMENT LLC | 3.1K | $163.6K | $160.5K | Added$14.9K |
| IFP Advisors, Inc | 823 | $43.4K | — | Held |
| Allworth Financial LP | 338 | $17.8K | — | Held |
| Boreal Capital Management LLC | 154 | $8.13K | — | Held |
| Principia Wealth Advisory, LLC | 33 | $1.74K | — | Held |
| Essential Partners LLC | 33 | $1.74K | $125 | Added$495 |
| KBC Group NV | 2.99K | $158 | — | 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.