Stock
Reported value
$412.3M
Holders
15
+1 new · −2 exited
Holders’ est. mark
$106.4K
Price effect on 6 books still in the name
Largest holder
$344M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 2.81M | $344M | — | Held |
| BANK OF AMERICA CORP /DE/ | 522.7K | $64M | — | Held |
| Henshaw Capital LLC | 19.9K | $2.44M | $79.7K | Added$85.9K |
| Sanctuary Advisors, LLC | 4.19K | $512.6K | $8.82K | Added$251.1K |
| Essential Partners LLC | 3.5K | $427.9K | $664 | Added$408.2K |
| BARCLAYS PLC | 3.32K | $406.2K | $13.3K | Cut−$3.1M |
| Swiss Life Asset Management Ltd | 2.04K | $249.9K | — | New |
| Allworth Financial LP | 1.49K | $182.3K | — | Held |
| Leonteq Securities AG | 972 | $118.9K | $3.89K | Cut−$7.95K |
| Principia Wealth Advisory, LLC | 330 | $40.4K | — | Held |
| IFP Advisors, Inc | 207 | $25.3K | — | Held |
| Prestige Wealth Management Group LLC | 13 | $1.59K | $52 | Cut−$1.49K |
| Kilter Group LLC | 7 | $857 | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 3 | $368 | — | Held |
| KBC Group NV | 1.39K | $170 | — | 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.