Stock
Reported value
$76.9M
Holders
14
+0 new · −0 exited
Holders’ est. mark
$178.6K
Price effect on 7 books still in the name
Largest holder
$62.7M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 986.4K | $62.7M | — | Held |
| BANK OF AMERICA CORP /DE/ | 82.9K | $5.27M | — | Held |
| Virtue Capital Management, LLC | 5.02K | $3.69M | — | Held |
| Allworth Financial LP | 17.1K | $1.09M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 16.9K | $1.07M | $69.1K | Added$161.7K |
| Sanctuary Advisors, LLC | 14.6K | $930.9K | $65.1K | Added$74.6K |
| AllSquare Wealth Management LLC | 13.7K | $869.6K | — | Held |
| Innova Wealth Partners | 8.24K | $524.2K | — | Held |
| Triumph Capital Management | 6.72K | $427.3K | $30.2K | Cut−$63.5K |
| Leonteq Securities AG | 2.5K | $159K | $11.2K | Added$5.32K |
| IFP Advisors, Inc | 1.29K | $82.3K | — | Held |
| Prestige Wealth Management Group LLC | 650 | $41.3K | $2.92K | Added$2.92K |
| Medallion Wealth Advisors, LLC | 22 | $1.4K | $95 | Added$95 |
| BARCLAYS PLC | 4 | $254 | $9 | Added$136 |
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.