Stock
Reported value
$41.9M
Holders
10
+2 new · −1 exited
Holders’ est. mark
$8.1M
Price effect on 7 books still in the name
Largest holder
$22.8M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 78.3K | $22.8M | $2.76M | Added$16.7M |
| National Philanthropic Trust | 44K | $12.8M | $4.01M | Added$4.01M |
| ELEVATION POINT WEALTH PARTNERS, LLC | 8.63K | $2.51M | $598.3K | Added$1.2M |
| INDEPENDENT FINANCIAL GROUP, LLC | 3.46K | $1.01M | $290.5K | Added$368.7K |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 3.24K | $942.1K | $295.2K | Added$295.2K |
| Sanctuary Advisors, LLC | 2.51K | $730.4K | $152.8K | Added$395.6K |
| Cresset Asset Management, LLC | 2.04K | $592.9K | — | Held |
| Nicholas Wealth, LLC. | 1.06K | $307.6K | — | New |
| Swiss Life Asset Management Ltd | 941 | $273.6K | — | New |
| Medallion Wealth Advisors, LLC | 24 | $6.72K | $1.74K | Added$1.74K |
Who left
- Severin Investments, LLC$506.3K
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.