Stock
Reported value
$146.5M
Holders
17
+2 new · −0 exited
Holders’ est. mark
$279.6K
Price effect on 3 books still in the name
Largest holder
$83.8M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 1.11M | $83.8M | — | Held |
| BANK OF AMERICA CORP /DE/ | 565.9K | $42.5M | — | Held |
| Cambria Investment Management, L.P. | 111.7K | $8.4M | — | Held |
| BARCLAYS PLC | 94.5K | $7.1M | $248.4K | Cut−$652.9K |
| Hudson Bay Capital Management LP | 38.3K | $2.88M | — | Held |
| Sanctuary Advisors, LLC | 11.8K | $886.3K | $31K | Added$6.19K |
| Tributary Capital Management, LLC | 4.71K | $353.7K | — | Held |
| SUMMIT WEALTH GROUP LLC / CO | 9.09K | $338.1K | — | Held |
| Swiss Life Asset Management Ltd | 3.1K | $232.9K | — | New |
| Allworth Financial LP | 141 | $10.6K | — | Held |
| IFP Advisors, Inc | 68 | $5.11K | — | Held |
| Essential Partners LLC | 52 | $3.91K | — | New |
| Prestige Wealth Management Group LLC | 42 | $3.16K | $110 | Added$110 |
| Principia Wealth Advisory, LLC | 16 | $1.2K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 13.5K | $1.01K | — | Held |
| KBC Group NV | 1.89K | $142 | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 1 | $76 | — | 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.