Stock
Reported value
$96.1M
Holders
12
+0 new · −1 exited
Holders’ est. mark
$4.11M
Price effect on 4 books still in the name
Largest holder
$62.5M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 94.7K | $62.5M | — | Held |
| TUDOR INVESTMENT CORP ET AL | 20.3K | $13.4M | — | Held |
| BANK OF AMERICA CORP /DE/ | 13.1K | $8.67M | — | Held |
| BARCLAYS PLC | 11K | $7.29M | $2.75M | Cut−$1.57M |
| DGS Capital Management, LLC | 3.83K | $2.53M | $953.7K | Added$863.5K |
| Medallion Wealth Advisors, LLC | 1.22K | $805.9K | $305.8K | Added$305.8K |
| Essential Partners LLC | 435 | $287.4K | $107.8K | Added$109.1K |
| Virtue Capital Management, LLC | 5.76K | $278.3K | — | Held |
| IFP Advisors, Inc | 390 | $257.6K | — | Held |
| Allworth Financial LP | 110 | $72.7K | — | Held |
| Kilter Group LLC | 6 | $3.96K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 1 | $661 | — | Held |
Who left
- LifeWealth Investments, LLC$223.5K
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.