Stock
Reported value
$2.96M
Holders
12
+1 new · −1 exited
Holders’ est. mark
$20.2K
Price effect on 4 books still in the name
Largest holder
$2.15M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 557.6K | $2.15M | — | Held |
| VIRTUS ADVISERS, LLC | 112K | $432.3K | — | New |
| SUMMIT WEALTH GROUP LLC / CO | 2.18K | $210.4K | — | Held |
| BANK OF AMERICA CORP /DE/ | 23K | $88.8K | — | Held |
| Sanctuary Advisors, LLC | 13.8K | $53.1K | $14.8K | Added$17.4K |
| Leonteq Securities AG | 3.98K | $15.3K | $4.48K | Added$4.51K |
| BARCLAYS PLC | 763 | $2.94K | $862 | Cut−$27.6K |
| IFP Advisors, Inc | 457 | $1.76K | — | Held |
| Allworth Financial LP | 166 | $641 | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 94 | $363 | — | Held |
| Aventura Private Wealth, LLC | 24 | $93 | $27 | Added$27 |
| AllSquare Wealth Management LLC | 2 | $8 | — | 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.