Stock
Reported value
$448.5M
Holders
21
+1 new · −0 exited
Holders’ est. mark
$2.47M
Price effect on 8 books still in the name
Largest holder
$338.1M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 1.49M | $338.1M | — | Held |
| BANK OF AMERICA CORP /DE/ | 233.7K | $53M | — | Held |
| BARCLAYS PLC | 126.9K | $28.8M | $1.6M | Cut−$8.91M |
| Polar Asset Management Partners Inc. | 39.8K | $9.02M | — | Held |
| Cresset Asset Management, LLC | 39.3K | $8.92M | $451.9K | Added$681.6K |
| Sanctuary Advisors, LLC | 16.3K | $3.71M | $202K | Added$265.3K |
| Allworth Financial LP | 11.3K | $2.56M | — | Held |
| Henshaw Capital LLC | 8.15K | $1.85M | $101.6K | Added$115K |
| OP Asset Management Ltd | 6.34K | $1.44M | $79.8K | Added$79.8K |
| Swiss Life Asset Management Ltd | 3.76K | $854K | $41.1K | Added$153.9K |
| IFP Advisors, Inc | 966 | $219.2K | — | Held |
| Boreal Capital Management LLC | 35 | $7.94K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 32 | $7.26K | — | Held |
| Cape Investment Advisory, Inc. | 14 | $3.18K | — | Held |
| KBC Group NV | 13.5K | $3.06K | — | Held |
| Kilter Group LLC | 10 | $2.27K | — | Held |
| Principia Wealth Advisory, LLC | 5 | $1.14K | — | Held |
| Prestige Wealth Management Group LLC | 5 | $1.14K | $59 | Added$59 |
| Clark Wealth Partners | 4 | $962 | $105 | Added$105 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 2.4K | $545 | — | Held |
| Essential Partners LLC | 1 | $227 | — | New |
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.