Stock
Reported value
$115.4M
Holders
15
+1 new · −1 exited
Holders’ est. mark
−$3.97M
Price effect on 12 books still in the name
Largest holder
$83.6M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 756.2K | $83.6M | −$3.15M | Cut−$4.57M |
| DANSKE BANK A/S | 98.7K | $10.9M | −$408.7K | Cut−$330.7K |
| Cresset Asset Management, LLC | 55.8K | $6.18M | — | Held |
| Swiss Life Asset Management Ltd | 46.5K | $5.14M | −$75.5K | Added$3.06M |
| Sanctuary Advisors, LLC | 31.6K | $3.49M | −$131.5K | Cut−$284.7K |
| OP Asset Management Ltd | 24.9K | $2.75M | −$103.8K | Cut−$162.2K |
| Pine Valley Investments Ltd Liability Co | 12.9K | $1.42M | −$44.7K | Added$192.1K |
| Savant Capital, LLC | 9.51K | $1.05M | −$39.7K | Cut−$41.9K |
| Womack Financial LLC | 2.9K | $320.8K | −$12.1K | Cut−$12.1K |
| Leonteq Securities AG | 2.46K | $272.4K | −$4.18K | Added$118.7K |
| Medallion Wealth Advisors, LLC | 723 | $83.1K | $243 | Cut−$2.74K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 477 | $52.8K | — | New |
| Aventura Private Wealth, LLC | 209 | $23.1K | −$872 | Cut−$23.5K |
| Prestige Wealth Management Group LLC | 48 | $5.31K | −$199 | Cut−$429 |
| Essential Partners LLC | 29 | $3.21K | — | Held |
Who left
- Clark Wealth Partners$1.38K
Positions as of Q2 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.