Stock
Reported value
$101.4M
Holders
13
+2 new · −0 exited
Holders’ est. mark
$837.4K
Price effect on 2 books still in the name
Largest holder
$47.4M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 1.7M | $47.4M | — | Held |
| BANK OF AMERICA CORP /DE/ | 1.34M | $37.4M | — | Held |
| Cambria Investment Management, L.P. | 427.7K | $11.9M | — | Held |
| BARCLAYS PLC | 125.8K | $3.5M | $738.6K | Cut−$21.9M |
| Sanctuary Advisors, LLC | 16.8K | $468.2K | $98.9K | Added$19.5K |
| OXFORD ASSET MANAGEMENT LLP | 14K | $388.1K | — | New |
| SUMMIT WEALTH GROUP LLC / CO | 10.4K | $353.4K | — | Held |
| Allworth Financial LP | 517 | $14.4K | — | Held |
| IFP Advisors, Inc | 120 | $3.34K | — | Held |
| Kilter Group LLC | 52 | $1.45K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 37 | $1.03K | — | Held |
| Essential Partners LLC | 30 | $834 | — | New |
| KBC Group NV | 2.76K | $77 | — | 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.