Stock
Reported value
$40M
Holders
15
+1 new · −1 exited
Holders’ est. mark
−$325.7K
Price effect on 5 books still in the name
Largest holder
$24.9M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 563K | $24.9M | — | Held |
| Cambria Investment Management, L.P. | 132K | $5.84M | — | Held |
| BANK OF AMERICA CORP /DE/ | 115.8K | $5.12M | — | Held |
| BARCLAYS PLC | 50K | $2.21M | −$293.7K | Cut−$1.12M |
| MIRABELLA FINANCIAL SERVICES LLP | 38.4K | $1.69M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 5.33K | $235.5K | −$31.3K | Cut−$116.1K |
| Allworth Financial LP | 330 | $14.6K | — | Held |
| IFP Advisors, Inc | 131 | $5.79K | — | Held |
| Medallion Wealth Advisors, LLC | 60 | $2.65K | −$526 | Cut−$526 |
| Holos Integrated Wealth LLC | 19 | $783 | — | Held |
| Prestige Wealth Management Group LLC | 13 | $575 | −$77 | Cut−$77 |
| AllSquare Wealth Management LLC | 5 | $221 | — | Held |
| Aventura Private Wealth, LLC | 5 | $221 | −$30 | Cut−$30 |
| Essential Partners LLC | 4 | $177 | — | New |
| KBC Group NV | 1.2K | $53 | — | Held |
Who left
- Savant Capital, LLC$252.6K
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.