Stock
Reported value
$85.7M
Holders
12
+1 new · −1 exited
Holders’ est. mark
$2.43M
Price effect on 3 books still in the name
Largest holder
$52M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 434K | $52M | — | Held |
| BANK OF AMERICA CORP /DE/ | 183.9K | $22M | — | Held |
| BARCLAYS PLC | 81.3K | $9.74M | $2.16M | Cut−$4.38M |
| ONTARIO TEACHERS PENSION PLAN BOARD | 10K | $1.2M | $265.9K | Cut−$65K |
| Sanctuary Advisors, LLC | 3.31K | $396.4K | — | New |
| GW HENSSLER & ASSOCIATES LTD | 1.89K | $225.9K | — | Held |
| Essential Partners LLC | 378 | $45.3K | $5.95K | Added$24.4K |
| Allworth Financial LP | 195 | $23.4K | — | Held |
| Kilter Group LLC | 21 | $2.52K | — | Held |
| IFP Advisors, Inc | 21 | $2.52K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 5.8K | $695 | — | Held |
| KBC Group NV | 963 | $115 | — | Held |
Who left
- OP Asset Management Ltd$76.7K
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.