Stock
Reported value
$612.7K
Holders
11
+1 new · −0 exited
Holders’ est. mark
−$353.9K
Price effect on 7 books still in the name
Largest holder
$366.7K
Marex Group plc
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Marex Group plc | 557.8K | $366.7K | −$196.6K | Cut−$22.1K |
| BARCLAYS PLC | 271.4K | $178.4K | −$139.4K | Cut−$97.3K |
| Sanctuary Advisors, LLC | 33.1K | $21.7K | — | Held |
| Savant Capital, LLC | 18.5K | $12.2K | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 14.5K | $9.53K | — | Held |
| Swiss Life Asset Management Ltd | 13.2K | $8.65K | −$8.82K | Cut−$8.82K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 11K | $7.23K | −$7.4K | Cut−$7.4K |
| LifeWealth Investments, LLC | 10K | $6.58K | — | Held |
| Aventura Private Wealth, LLC | 1.89K | $1.24K | −$1.27K | Cut−$1.27K |
| Medallion Wealth Advisors, LLC | 378 | $248 | −$221 | Cut−$2.59K |
| Prestige Wealth Management Group LLC | 158 | $104 | −$107 | Cut−$107 |
Who left
Positions as of Q1 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.