Stock
Reported value
$201.8M
Holders
17
+1 new · −0 exited
Holders’ est. mark
$1.16M
Price effect on 8 books still in the name
Largest holder
$109.1M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 614K | $109.1M | — | Held |
| BANK OF AMERICA CORP /DE/ | 336.4K | $59.8M | — | Held |
| TUDOR INVESTMENT CORP ET AL | 92.7K | $16.5M | — | Held |
| BARCLAYS PLC | 48.4K | $8.61M | $616.2K | Cut−$2.35M |
| Cresset Asset Management, LLC | 21K | $3.74M | $260K | Added$361.8K |
| National Philanthropic Trust | 9.44K | $1.68M | $120.1K | Added$120.1K |
| OP Asset Management Ltd | 5.79K | $1.03M | $73.7K | Cut−$222K |
| INDEPENDENT FINANCIAL GROUP, LLC | 3.87K | $687.1K | $49.2K | Added$29.4K |
| Sanctuary Advisors, LLC | 2.08K | $369K | $26.4K | Cut−$20.9K |
| Henshaw Capital LLC | 1.3K | $230.7K | $16.5K | Cut−$62.9K |
| Allworth Financial LP | 155 | $27.5K | — | Held |
| IFP Advisors, Inc | 76 | $13.5K | — | Held |
| Cape Investment Advisory, Inc. | 7 | $1.24K | — | Held |
| Saranac Partners Ltd | 7 | $1.24K | — | New |
| Kilter Group LLC | 5 | $889 | — | Held |
| Essential Partners LLC | 3 | $533 | $13 | Added$368 |
| KBC Group NV | 587 | $104 | — | Held |
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.