Stock
Reported value
$75M
Holders
12
+1 new · −0 exited
Holders’ est. mark
$9.54M
Price effect on 8 books still in the name
Largest holder
$43.9M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 427.9K | $43.9M | $6.5M | Added$2.2M |
| DANSKE BANK A/S | 106.3K | $10.9M | $1.57M | Added$1.86M |
| Cresset Asset Management, LLC | 89.8K | $9.21M | — | Held |
| Swiss Life Asset Management Ltd | 84.1K | $8.63M | $1.28M | Cut−$1.23M |
| Sanctuary Advisors, LLC | 10.9K | $1.12M | $126.5K | Added$395K |
| Savant Capital, LLC | 5.23K | $537.2K | $62.4K | Added$177.9K |
| Steadtrust LLC | 4.71K | $483.5K | — | Held |
| Essential Partners LLC | 557 | $57.2K | — | Held |
| Medallion Wealth Advisors, LLC | 524 | $53.8K | $7.95K | Added$7.95K |
| Prestige Wealth Management Group LLC | 80 | $8.17K | $1.21K | Added$1.21K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 25 | $2.57K | — | New |
| Clark Wealth Partners | 14 | $1.44K | $121 | Added$737 |
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.