Stock
Reported value
$67.8M
Holders
9
+1 new · −0 exited
Holders’ est. mark
−$2.46M
Price effect on 7 books still in the name
Largest holder
$58.8M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 1.14M | $58.8M | −$2.3M | Cut−$5.28M |
| Cresset Asset Management, LLC | 90K | $4.64M | — | Held |
| National Philanthropic Trust | 25K | $1.29M | −$50.3K | Cut−$50.3K |
| Sanctuary Advisors, LLC | 19.7K | $1.02M | −$33.9K | Added$113.7K |
| SL ADVISORS, LLC | 17.4K | $895K | −$34.9K | Cut−$34.9K |
| Savant Capital, LLC | 12.8K | $656.9K | −$25.6K | Cut−$25.6K |
| Pine Valley Investments Ltd Liability Co | 7.45K | $383.8K | −$14.9K | Cut−$14.3K |
| Aventura Private Wealth, LLC | 1.24K | $64K | −$2.5K | Cut−$2.5K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 500 | $25.8K | — | New |
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.