Stock
Reported value
$263M
Holders
15
+3 new · −1 exited
Holders’ est. mark
$1.57M
Price effect on 5 books still in the name
Largest holder
$154.4M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 1.34M | $154.4M | — | Held |
| BANK OF AMERICA CORP /DE/ | 832.7K | $95.9M | — | Held |
| BARCLAYS PLC | 79K | $9.09M | $1.36M | Cut−$6.37M |
| Cresset Asset Management, LLC | 8.42K | $969.1K | $144.7K | Added$150K |
| Cambria Investment Management, L.P. | 6.99K | $804.3K | — | Held |
| Allworth Financial LP | 5.79K | $667.1K | — | Held |
| Sanctuary Advisors, LLC | 3.48K | $400.4K | $60.1K | Added$36.1K |
| Swiss Life Asset Management Ltd | 2.44K | $280.3K | — | New |
| DGS Capital Management, LLC | 2.19K | $251.7K | — | New |
| Savant Capital, LLC | 1.92K | $221.1K | — | New |
| IFP Advisors, Inc | 70 | $8.06K | — | Held |
| Essential Partners LLC | 36 | $4.14K | $571 | Added$916 |
| Prestige Wealth Management Group LLC | 36 | $4.14K | $622 | Added$622 |
| Kilter Group LLC | 18 | $2.07K | — | Held |
| KBC Group NV | 1.58K | $182 | — | Held |
Who left
- OP Asset Management Ltd$2.17M
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.