Stock
Reported value
$48.7M
Holders
18
+2 new · −2 exited
Holders’ est. mark
$9.09M
Price effect on 12 books still in the name
Largest holder
$22.9M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 1.26M | $22.9M | $5.53M | Added$13.1M |
| Cresset Asset Management, LLC | 426.9K | $7.77M | — | Held |
| Norris Financial Group, LLC | 308.3K | $5.61M | $1.13M | Added$3.61M |
| INDEPENDENT FINANCIAL GROUP, LLC | 200.4K | $3.65M | $1.06M | Added$1.77M |
| Sanctuary Advisors, LLC | 129.1K | $2.35M | $455.3K | Added$1.55M |
| Triumph Capital Management | 107.3K | $1.95M | — | Held |
| NWAM LLC | 63K | $1.42M | — | Held |
| Nicholas Wealth, LLC. | 60.4K | $1.1M | $384.4K | Added$419.5K |
| Swiss Life Asset Management Ltd | 27K | $491.9K | $104.8K | Added$306.7K |
| Pine Valley Investments Ltd Liability Co | 20.6K | $375.1K | $105.3K | Added$189.1K |
| Leonteq Securities AG | 17.5K | $318.7K | $115.6K | Added$109.8K |
| TUCKER ASSET MANAGEMENT LLC | 17.2K | $313.2K | $99.2K | Added$137.8K |
| DANSKE BANK A/S | 12.9K | $234.5K | $84.8K | Cut−$697.1K |
| Essential Partners LLC | 4.01K | $73.1K | — | Held |
| ELEVATION POINT WEALTH PARTNERS, LLC | 3.98K | $72.4K | — | New |
| Cornerstone National Bank & Trust Co | 2K | $36.4K | — | New |
| Aventura Private Wealth, LLC | 1.28K | $23.3K | $8.42K | Added$7.83K |
| Medallion Wealth Advisors, LLC | 339 | $5.98K | $1.94K | Added$1.94K |
Who left
- SHERMAN PORFOLIOS, LLC$237.8K
- Nalls Sherbakoff Group, LLC$2.33K
Positions as of Q2 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.