Stock
Reported value
$177.2M
Holders
17
+2 new · −0 exited
Holders’ est. mark
$21.6M
Price effect on 11 books still in the name
Largest holder
$106.4M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 186.7K | $106.4M | $14.1M | Cut−$33.1M |
| DANSKE BANK A/S | 77K | $43.9M | $5.11M | Added$10.4M |
| Swiss Life Asset Management Ltd | 24.5K | $13.9M | $952.8K | Added$7.7M |
| Burton Enright Welch | 14.3K | $8.14M | $1.08M | Added$870.5K |
| Marex Group plc | 2.28K | $1.3M | $172.1K | Cut−$21.6M |
| ELEVATION POINT WEALTH PARTNERS, LLC | 1.76K | $1M | $116.3K | Added$240.5K |
| ONTARIO TEACHERS PENSION PLAN BOARD | 1.13K | $641.1K | — | New |
| Roehl & Yi Investment Advisors, LLC | 1.08K | $613.2K | — | Held |
| Prestige Wealth Management Group LLC | 919 | $524.4K | $68.8K | Added$73.3K |
| Peak Planning Group, LLC | 632 | $360.1K | −$8.94K | Cut−$183K |
| Leonteq Securities AG | 533 | $303.8K | $38.8K | Added$49.6K |
| Ransom Advisory, Ltd | 115 | $65.5K | $8.68K | Added$8.68K |
| Aventura Private Wealth, LLC | 47 | $26.8K | — | Held |
| Medallion Wealth Advisors, LLC | 41 | $23.4K | — | Held |
| AEGON ASSET MANAGEMENT UK Plc | 38 | $21.6K | — | New |
| Clark Wealth Partners | 6 | $3.42K | — | Held |
| CHESAPEAKE ASSET MANAGEMENT LLC | 1 | $569 | $75 | Added$75 |
Positions as of Q4 2024. 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.