Stock
Reported value
$393.6M
Holders
18
+4 new · −0 exited
Holders’ est. mark
$5.55M
Price effect on 6 books still in the name
Largest holder
$268.2M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 789.5K | $268.2M | — | Held |
| BANK OF AMERICA CORP /DE/ | 263.8K | $89.6M | — | Held |
| BARCLAYS PLC | 44.8K | $15.2M | $4.88M | Cut−$552.1K |
| OP Asset Management Ltd | 22.5K | $7.65M | — | New |
| Invst, LLC | 7.79K | $2.65M | — | Held |
| Allworth Financial LP | 7.63K | $2.59M | — | Held |
| MRP Capital Investments, LLC | 10.3K | $2.37M | — | Held |
| PEAK6 LLC | 4.37K | $1.48M | — | New |
| INDEPENDENT FINANCIAL GROUP, LLC | 2.52K | $855.3K | $274.3K | Added$222.9K |
| Cambria Investment Management, L.P. | 2.43K | $824.7K | — | Held |
| Sanctuary Advisors, LLC | 1.87K | $634.5K | $203.5K | Cut−$1.1M |
| Triumph Capital Management | 1.46K | $496.6K | $159.3K | Added$81 |
| Swiss Life Asset Management Ltd | 1.37K | $465.4K | — | New |
| IFP Advisors, Inc | 834 | $283.3K | — | Held |
| Norris Financial Group, LLC | 672 | $228.3K | — | New |
| Essential Partners LLC | 208 | $70.7K | $22.7K | Added$22.7K |
| Leonteq Securities AG | 60 | $20.4K | $6.54K | Added$4K |
| KBC Group NV | 913 | $310 | — | 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.