Stock
Reported value
$105.3M
Holders
17
+4 new · −1 exited
Holders’ est. mark
−$177.5K
Price effect on 4 books still in the name
Largest holder
$67.1M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 667.3K | $67.1M | — | Held |
| BANK OF AMERICA CORP /DE/ | 139.2K | $14M | — | Held |
| Cambria Investment Management, L.P. | 119.5K | $12M | — | Held |
| BARCLAYS PLC | 73K | $7.35M | −$171.6K | Cut−$16.3M |
| Sanctuary Advisors, LLC | 13K | $1.31M | — | New |
| Invst, LLC | 9.76K | $981.7K | — | Held |
| Hudson Bay Capital Management LP | 7.91K | $795.4K | — | Held |
| SUMMIT WEALTH GROUP LLC / CO | 3.22K | $388.7K | — | Held |
| Triumph Capital Management | 3.85K | $387.5K | — | New |
| Severin Investments, LLC | 3.64K | $366.7K | — | New |
| Savant Capital, LLC | 2.31K | $232.3K | −$5.37K | Cut−$3.06K |
| DGS Capital Management, LLC | 2.26K | $227.2K | — | New |
| Essential Partners LLC | 165 | $16.6K | −$388 | Cut−$388 |
| Allworth Financial LP | 123 | $12.4K | — | Held |
| Prestige Wealth Management Group LLC | 70 | $7.04K | −$164 | Cut−$164 |
| IFP Advisors, Inc | 58 | $5.84K | — | Held |
| Kilter Group LLC | 6 | $604 | — | Held |
Who left
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.