Stock
Reported value
$486.4M
Holders
22
+0 new · −1 exited
Holders’ est. mark
$15.7M
Price effect on 19 books still in the name
Largest holder
$202.6M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 3.23M | $202.6M | $7.68M | Added$52.2M |
| DANSKE BANK A/S | 2.93M | $183.8M | $3.55M | Added$114.3M |
| Swiss Life Asset Management Ltd | 697.3K | $43.8M | $2.13M | Cut−$205.7K |
| Sanctuary Advisors, LLC | 489.1K | $30.7M | $1.44M | Added$2.46M |
| OP Asset Management Ltd | 129.5K | $8.13M | $381.3K | Added$663.6K |
| SL ADVISORS, LLC | 68.9K | $4.33M | $210.3K | Added$210.3K |
| Cresset Asset Management, LLC | 57.3K | $3.6M | — | Held |
| Steadtrust LLC | 50.1K | $3.15M | — | Held |
| Norris Financial Group, LLC | 23.9K | $1.5M | $72.4K | Added$79.8K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 20.2K | $1.27M | $61.6K | Cut−$314.9K |
| Savant Capital, LLC | 19.6K | $1.23M | $50.6K | Added$238.8K |
| Pine Valley Investments Ltd Liability Co | 8.15K | $512K | $24.9K | Added$9.73K |
| INDEPENDENT FINANCIAL GROUP, LLC | 6.4K | $402K | $12.6K | Added$154.6K |
| Aventura Private Wealth, LLC | 4.47K | $280.6K | $13.6K | Added$13.6K |
| Severin Investments, LLC | 4.4K | $276.3K | $13.4K | Added$13.4K |
| Leonteq Securities AG | 3.79K | $238.4K | $13K | Added$131 |
| Essential Partners LLC | 3.71K | $233K | — | Held |
| Catherine Avery Investment Management LLC | 3.4K | $213.6K | $10.4K | Added$10.4K |
| Medallion Wealth Advisors, LLC | 1.33K | $81.8K | $1.97K | Added$1.97K |
| Prestige Wealth Management Group LLC | 272 | $17.1K | $830 | Added$830 |
| Clark Wealth Partners | 120 | $7.54K | $201 | Added$3.59K |
| Nalls Sherbakoff Group, LLC | 115 | $7.22K | $351 | Added$351 |
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.