Stock
Reported value
$261.8M
Holders
15
+1 new · −0 exited
Holders’ est. mark
−$3.2M
Price effect on 4 books still in the name
Largest holder
$123.7M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 4.38M | $123.7M | — | Held |
| BANK OF AMERICA CORP /DE/ | 3.37M | $95.2M | — | Held |
| BARCLAYS PLC | 1.22M | $34.5M | −$2.63M | Cut−$23M |
| PEAK6 LLC | 237.2K | $6.7M | −$509.9K | Cut−$1.4M |
| Sanctuary Advisors, LLC | 18.7K | $529.6K | −$40.3K | Cut−$174.7K |
| AIA Group Ltd | 15.4K | $434.3K | — | Held |
| DGS Capital Management, LLC | 8.43K | $238.1K | −$18.1K | Cut−$26.3K |
| SUMMIT WEALTH GROUP LLC / CO | 4.57K | $230.5K | — | Held |
| Allworth Financial LP | 4.82K | $136.1K | — | Held |
| IFP Advisors, Inc | 2.09K | $59.1K | — | Held |
| Essential Partners LLC | 156 | $4.41K | — | New |
| Cape Investment Advisory, Inc. | 136 | $3.84K | — | Held |
| Principia Wealth Advisory, LLC | 24 | $678 | — | Held |
| Kilter Group LLC | 21 | $594 | — | Held |
| Painted Porch Advisors LLC | 10 | $283 | — | Held |
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.