Stock
Reported value
$498.3K
Holders
7
+0 new · −0 exited
Holders’ est. mark
$25.7K
Price effect on 3 books still in the name
Largest holder
$270.7K
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 167.1K | $270.7K | — | Held |
| Persistent Asset Partners Ltd | 72.5K | $117.4K | — | Held |
| BANK OF AMERICA CORP /DE/ | 42K | $68K | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 25K | $40.5K | $25.2K | Added$25.2K |
| IFP Advisors, Inc | 506 | $820 | — | Held |
| Essential Partners LLC | 480 | $778 | $485 | Cut−$2.4K |
| BARCLAYS PLC | 1 | $2 | $1 | Cut−$5.83K |
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.