Stock
Reported value
$189.4M
Holders
17
+1 new · −1 exited
Holders’ est. mark
$1.43M
Price effect on 5 books still in the name
Largest holder
$123.7M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 1.62M | $123.7M | — | Held |
| BANK OF AMERICA CORP /DE/ | 505.7K | $38.5M | — | Held |
| BARCLAYS PLC | 294.4K | $22.4M | $1.18M | Added$7.27M |
| Sanctuary Advisors, LLC | 21.9K | $1.67M | $109.7K | Added$266.9K |
| Essential Partners LLC | 11.4K | $869.1K | $54.2K | Added$174.8K |
| Cresset Asset Management, LLC | 11.3K | $860.8K | $54.1K | Added$113.1K |
| Swiss Life Asset Management Ltd | 4.43K | $337.3K | $24.4K | Cut−$116.5K |
| Lindenwold Advisors, INC | 4.39K | $334.8K | — | Held |
| GW HENSSLER & ASSOCIATES LTD | 2.76K | $210.2K | — | Held |
| Savant Capital, LLC | 2.71K | $206.9K | — | New |
| Allworth Financial LP | 2.69K | $204.7K | — | Held |
| IFP Advisors, Inc | 936 | $71.3K | — | Held |
| Boreal Capital Management LLC | 120 | $9.14K | — | Held |
| KBC Group NV | 25.1K | $1.91K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 21.4K | $1.63K | — | Held |
| Principia Wealth Advisory, LLC | 16 | $1.22K | — | Held |
| SkyView Investment Advisors, LLC | 13.2K | $1K | — | 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.