Stock
Reported value
$231M
Holders
21
+4 new · −2 exited
Holders’ est. mark
$84.9M
Price effect on 15 books still in the name
Largest holder
$186.1M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 960K | $186.1M | $73.3M | Added$48.5M |
| Sanctuary Advisors, LLC | 82.8K | $16.1M | $4.72M | Added$8.8M |
| Swiss Life Asset Management Ltd | 52.3K | $10.1M | $3.24M | Added$5.16M |
| OP Asset Management Ltd | 29.2K | $5.66M | — | New |
| ELEVATION POINT WEALTH PARTNERS, LLC | 16K | $3.11M | $1M | Added$1.57M |
| INDEPENDENT FINANCIAL GROUP, LLC | 9.69K | $1.88M | $740.3K | Added$721.9K |
| Leonteq Securities AG | 9.4K | $1.82M | $724K | Added$100.6K |
| DANSKE BANK A/S | 6.9K | $1.34M | $343.7K | Added$808.8K |
| Severin Investments, LLC | 5.01K | $970.6K | $182.2K | Added$690.6K |
| SHERMAN PORFOLIOS, LLC | 4.55K | $882.8K | $254.8K | Cut−$344.9K |
| Cresset Asset Management, LLC | 4.22K | $818K | — | Held |
| Savant Capital, LLC | 3.23K | $625.1K | $173.3K | Added$358.6K |
| Nalls Sherbakoff Group, LLC | 2.15K | $415.7K | $125.3K | Added$222.8K |
| Pine Valley Investments Ltd Liability Co | 1.72K | $333.2K | — | New |
| Nicholas Wealth, LLC. | 1.31K | $254.5K | — | New |
| Aventura Private Wealth, LLC | 1.22K | $236.2K | $42.6K | Added$170.7K |
| DGS Capital Management, LLC | 1.11K | $215.9K | — | New |
| Essential Partners LLC | 1.06K | $204.7K | — | Held |
| Medallion Wealth Advisors, LLC | 26 | $4.81K | $1.64K | Added$1.64K |
| Clark Wealth Partners | 21 | $4.07K | $1.22K | Added$2.19K |
| Prestige Wealth Management Group LLC | 15 | $2.91K | $1.15K | Cut−$263 |
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.