Stock
Reported value
$33.2M
Holders
9
+3 new · −1 exited
Holders’ est. mark
$33.4K
Price effect on 1 books still in the name
Largest holder
$21.4M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 1.15M | $21.4M | — | Held |
| BANK OF AMERICA CORP /DE/ | 311.4K | $5.79M | — | Held |
| MIRABELLA FINANCIAL SERVICES LLP | 151.8K | $2.82M | — | Held |
| Impala Asset Management LLC | 120K | $2.23M | — | New |
| INDEPENDENT FINANCIAL GROUP, LLC | 25.8K | $479.2K | $33.4K | Added$49.6K |
| BARCLAYS PLC | 23.2K | $431.9K | — | New |
| Allworth Financial LP | 1.35K | $25.1K | — | Held |
| Leonteq Securities AG | 1.2K | $22.3K | — | New |
| IFP Advisors, Inc | 353 | $6.56K | — | Held |
Who left
- National Philanthropic Trust$334.3K
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.