Stock
Reported value
$87M
Holders
20
+1 new · −1 exited
Holders’ est. mark
$19.3M
Price effect on 15 books still in the name
Largest holder
$51.5M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 714.7K | $51.5M | $12.3M | Added$9.98M |
| DANSKE BANK A/S | 205.4K | $14.8M | $3.25M | Added$4.48M |
| OP Asset Management Ltd | 48.5K | $3.49M | $816.3K | Added$903.6K |
| Savant Capital, LLC | 43.8K | $3.16M | $743.4K | Added$800.5K |
| Swiss Life Asset Management Ltd | 43.6K | $3.14M | $752.5K | Added$556.1K |
| Sanctuary Advisors, LLC | 42.2K | $3.04M | $728.5K | Added$457K |
| Leonteq Securities AG | 21.1K | $1.52M | $367.4K | Added$14.6K |
| Integrated Financial Solutions, Inc. | 20.3K | $1.46M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 13.4K | $961.5K | $230.7K | Added$221.8K |
| Altrafin AG | 12.9K | $930.8K | $223.3K | Added$133K |
| Pine Valley Investments Ltd Liability Co | 10.4K | $749.5K | — | New |
| Cresset Asset Management, LLC | 10.1K | $729.3K | — | Held |
| ELEVATION POINT WEALTH PARTNERS, LLC | 8.26K | $594.8K | $142.7K | Added$39.3K |
| NWAM LLC | 5.19K | $451.6K | — | Held |
| BROADWATER CAPITAL MANAGEMENT LLC | 431.9K | $431.9K | −$322.3K | Added$103.6K |
| Aventura Private Wealth, LLC | 1.69K | $121.8K | $29.2K | Cut−$32.9K |
| Cornerstone National Bank & Trust Co | 405 | $29.2K | $6.99K | Added$6.99K |
| Clark Wealth Partners | 100 | $7.2K | $1.73K | Added$1.73K |
| Essential Partners LLC | 5 | $360 | — | Held |
| Medallion Wealth Advisors, LLC | 2 | $147 | $33 | Added$33 |
Who left
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.