Stock
Reported value
$12.6M
Holders
8
+3 new · −0 exited
Holders’ est. mark
$1.23M
Price effect on 4 books still in the name
Largest holder
$6.83M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 107.4K | $6.83M | $1.15M | Added$3.19M |
| Finivi Inc. | 38.7K | $2.46M | — | New |
| INDEPENDENT FINANCIAL GROUP, LLC | 37.4K | $2.38M | — | New |
| Cresset Asset Management, LLC | 6K | $381K | — | Held |
| Sanctuary Advisors, LLC | 3.19K | $202.7K | — | New |
| Leonteq Securities AG | 2.75K | $174.7K | $42.1K | Cut−$307.7K |
| Prestige Wealth Management Group LLC | 2.6K | $165.2K | $32.1K | Added$63.9K |
| Medallion Wealth Advisors, LLC | 393 | $23.4K | $4.81K | Added$4.8K |
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.