Stock
Reported value
$306.1M
Holders
21
+0 new · −0 exited
Holders’ est. mark
$2.13M
Price effect on 9 books still in the name
Largest holder
$194.1M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 2.3M | $194.1M | — | Held |
| BANK OF AMERICA CORP /DE/ | 696K | $58.8M | — | Held |
| BARCLAYS PLC | 463.6K | $39.2M | $1.95M | Added$524K |
| Cambria Investment Management, L.P. | 98.9K | $8.35M | — | Held |
| Swiss Life Asset Management Ltd | 15.3K | $1.29M | $59.6K | Added$149.4K |
| Sanctuary Advisors, LLC | 14.8K | $1.25M | $55.5K | Added$187.3K |
| GROUPAMA ASSET MANAGMENT | 12.4K | $1.05M | — | Held |
| Savant Capital, LLC | 12K | $1.01M | $48.3K | Added$89.1K |
| Essential Partners LLC | 4.03K | $340.3K | $10.9K | Added$132.1K |
| Allworth Financial LP | 3.69K | $312.2K | — | Held |
| IFP Advisors, Inc | 1.63K | $137.8K | — | Held |
| Prestige Wealth Management Group LLC | 1.23K | $104K | $5.17K | Added$5.17K |
| Medallion Wealth Advisors, LLC | 1K | $84.9K | $3.53K | Added$3.53K |
| Leonteq Securities AG | 712 | $60.2K | $2.95K | Added$3.79K |
| AllSquare Wealth Management LLC | 250 | $21.1K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 56 | $4.73K | — | Held |
| Clark Wealth Partners | 40 | $3.49K | $275 | Added$275 |
| Kilter Group LLC | 35 | $2.96K | — | Held |
| KBC Group NV | 23.1K | $1.95K | — | Held |
| Principia Wealth Advisory, LLC | 13 | $1.1K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 8.16K | $689 | — | Held |
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.