Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

WisdomTree, Inc.

CIK 0000880631WT· quarter ending 2026-06-30

Shares outstanding

151,512,111

as of 2026-08-03 · 10-Q cover page, filed 2026-08-05

Held by 13F filers

160,244,248

105.8% of shares outstanding

Holders

312

+0 vs 2026-03-31 · 55 new, 55 exited

Value

$2.7B

shares -0.8% vs prior quarter

13F holdings exceed the share count. This is normal for heavily shorted stocks: shares lent to short sellers are reported by the lender and again by whoever bought them. Related filers occasionally report the same position twice as well.

Share classes (cover page of the 10-Q filed 2026-08-05, as of 2026-08-03)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	WT · NYSE	151,512,111	160,244,248	105.8%	312	97717P104

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
97717P104	COM	312	160,244,248	151,512,111	105.8%	$2.7B	9 call / 4 put	13DG	holders →
97717PAH7	NOTE 3.250% 8/1not common	14	657,000 $17.4M principal	—	—	$27.3M	—	prefix	holders →
97717PAJ3	4.625 08/15/30 CVTnot common	1	$3K principal	—	—	$3.6M	—	NPORT	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 4 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 312 · 97717P104)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	19,274,687	12.72%	$326.5M	+1,617,234 (+9.2%)
2	FMR LLC	13,565,042	8.95%	$229.8M	+842,143 (+6.6%)
3	Invesco Ltd.	9,975,256	6.58%	$169.0M	+4,162,041 (+71.6%)
4	WELLINGTON MANAGEMENT GROUP LLP	8,407,113	5.55%	$142.4M	-2,178,846 (-20.6%)
5	VANGUARD PORTFOLIO MANAGEMENT LLC	8,123,363	5.36%	$137.6M	+75,721 (+0.9%)
6	Capital World Investors	7,547,094	4.98%	$127.8M	+736,035 (+10.8%)
7	Azora Capital LP	6,180,510	4.08%	$104.7M	+192,905 (+3.2%)
8	VANGUARD CAPITAL MANAGEMENT LLC	6,066,366	4.00%	$102.8M	+513,168 (+9.2%)
9	STATE STREET CORP	5,610,044	3.70%	$95.0M	+560,892 (+11.1%)
10	Driehaus Capital Management LLC	4,702,705	3.10%	$79.7M	+3,058,463 (+186.0%)
11	DIMENSIONAL FUND ADVISORS LP	3,754,933	2.48%	$63.6M	+130,537 (+3.6%)
12	GEODE CAPITAL MANAGEMENT, LLC	3,290,623	2.17%	$55.8M	+441,270 (+15.5%)
13	Simcoe Capital Management, LLC	2,674,045	1.76%	$45.3M	-1,991,940 (-42.7%)
14	UBS Group AG	2,658,995	1.75%	$45.0M	+2,250,994 (+551.7%)
15	PRINCIPAL FINANCIAL GROUP INC	2,275,955	1.50%	$38.6M	+266,399 (+13.3%)
16	LOOMIS SAYLES & CO L P	2,190,641	1.45%	$37.1M	+527,818 (+31.7%)
17	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	2,107,798	1.39%	$35.7M	-135,722 (-6.0%)
18	MORGAN STANLEY	2,003,391	1.32%	$33.9M	-496,731 (-19.9%)
19	BANK OF AMERICA CORP /DE/	1,991,898	1.31%	$33.7M	-335,491 (-14.4%)
20	GOLDMAN SACHS GROUP INC	1,971,158	1.30%	$33.4M	-2,607,432 (-56.9%)
21	LORD, ABBETT & CO. LLC	1,792,735	1.18%	$30.4M	NEW
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,686,776	1.11%	$28.6M	+243,366 (+16.9%)
23	Jupiter Topco LLC	1,453,084	0.96%	$24.6M	NEW
24	Nuveen, LLC	1,408,925	0.93%	$23.9M	-187,457 (-11.7%)
25	NORTHERN TRUST CORP	1,392,555	0.92%	$23.6M	+176,758 (+14.5%)
26	Tidal Investments LLC	1,360,856	0.90%	$23.1M	+23,566 (+1.8%)
27	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1,256,855	0.83%	$21.3M	-87,317 (-6.5%)
28	Junto Capital Management LP	1,171,066	0.77%	$19.8M	NEW
29	ENVESTNET ASSET MANAGEMENT INC	1,074,956	0.71%	$18.2M	+2,888 (+0.3%)
30	Bank of New York Mellon Corp	1,046,226	0.69%	$17.7M	+60,715 (+6.2%)
31	VANGUARD FIDUCIARY TRUST CO	921,040	0.61%	$15.6M	+103,803 (+12.7%)
32	T. Rowe Price Investment Management, Inc.	897,561	0.59%	$15.2M	+96,257 (+12.0%)
33	BESSEMER GROUP INC	894,454	0.59%	$15.2M	+893,316 (+78498.8%)
34	KORNITZER CAPITAL MANAGEMENT INC /KS	865,117	0.57%	$14.7M	-85,910 (-9.0%)
35	Qube Research & Technologies Ltd	767,085	0.51%	$13.0M	+245,579 (+47.1%)
36	ArrowMark Colorado Holdings LLC	764,927	0.50%	$13.0M	-1,279,003 (-62.6%)
37	DANSKE BANK A/S	668,432	0.44%	$11.3M	-24,207 (-3.5%)
38	TWO SIGMA INVESTMENTS, LP	646,210	0.43%	$10.9M	-1,028,284 (-61.4%)
39	INTRINSIC EDGE CAPITAL MANAGEMENT LLC	620,000	0.41%	$10.5M	-80,000 (-11.4%)
40	FIRST TRUST ADVISORS LP	618,814	0.41%	$10.5M	+190,992 (+44.6%)
41	CITIGROUP INC	578,923	0.38%	$9.8M	-231,716 (-28.6%)
42	Crawford Fund Management, LLC	575,654	0.38%	$9.8M	-450,180 (-43.9%)
43	CSM Advisors, LLC	551,313	0.36%	$9.3M	+29,384 (+5.6%)
44	VOLORIDGE INVESTMENT MANAGEMENT, LLC	542,250	0.36%	$9.2M	-695,844 (-56.2%)
45	WELLS FARGO & COMPANY/MN	542,137	0.36%	$9.2M	+303,348 (+127.0%)
46	CREDIT AGRICOLE S A	490,723	0.32%	$8.3M	—
47	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	487,892	0.32%	$8.3M	-3,646,538 (-88.2%)
48	Connor, Clark & Lunn Investment Management Ltd.	487,766	0.32%	$8.3M	+269,494 (+123.5%)
49	NORDEA INVESTMENT MANAGEMENT AB	437,938	0.29%	$7.5M	-3,051 (-0.7%)
50	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	437,122	0.29%	$7.4M	-22,867 (-5.0%)
51	Public Sector Pension Investment Board	432,286	0.29%	$7.3M	+21,240 (+5.2%)
52	Interval Partners, LP	431,922	0.29%	$7.3M	+124,145 (+40.3%)
53	VICTORY CAPITAL MANAGEMENT INC	424,165	0.28%	$7.2M	+89,275 (+26.7%)
54	BARCLAYS PLC	422,548	0.28%	$7.2M	+344,868 (+444.0%)
55	AMERICAN CENTURY COMPANIES INC	420,354	0.28%	$7.1M	-667,479 (-61.4%)
56	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	407,769	0.27%	$6.9M	-18,215 (-4.3%)
57	Karl Kapital LLC	382,391	0.25%	$6.5M	NEW
58	Universal- Beteiligungs- und Servicegesellschaft mbH	380,007	0.25%	$6.4M	+352,239 (+1268.5%)
59	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	373,296	0.25%	$6.3M	NEW
60	MILLENNIUM MANAGEMENT LLC	365,482	0.24%	$6.2M	-1,008,897 (-73.4%)
61	HSBC HOLDINGS PLC	362,700	0.24%	$6.1M	+309,078 (+576.4%)
62	AQR CAPITAL MANAGEMENT LLC	350,275	0.23%	$5.9M	-104,703 (-23.0%)
63	Weiss Asset Management LP	347,921	0.23%	$5.9M	NEW
64	VOYA INVESTMENT MANAGEMENT LLC	342,935	0.23%	$5.8M	-133,376 (-28.0%)
65	AMERIPRISE FINANCIAL INC	327,417	0.22%	$5.5M	-17,047 (-4.9%)
66	RHUMBLINE ADVISERS	308,105	0.20%	$5.2M	-7,543 (-2.4%)
67	Brevan Howard Capital Management LP	303,153	0.20%	$5.2M	+69,202 (+29.6%)
68	Legal & General Group Plc	298,070	0.20%	$5.0M	+27,879 (+10.3%)
69	Russell Investments Group, Ltd.	282,397	0.19%	$4.8M	+137,252 (+94.6%)
70	XTX Topco Ltd	268,859	0.18%	$4.6M	+222,332 (+477.9%)
71	ROYAL BANK OF CANADA	265,508	0.18%	$4.5M	+145,901 (+122.0%)
72	Point72 Asset Management, L.P.	264,070	0.17%	$4.5M	+74,696 (+39.4%)
73	ROTHSCHILD INVESTMENT LLC	258,787	0.17%	$4.4M	-992 (-0.4%)
74	CITADEL ADVISORS LLC	249,893	0.16%	$4.2M	NEW
75	Swiss National Bank	249,100	0.16%	$4.2M	-1,500 (-0.6%)
76	RAYMOND JAMES FINANCIAL INC	222,628	0.15%	$3.8M	-10,138 (-4.4%)
77	SEI INVESTMENTS CO	221,122	0.15%	$3.7M	+17,680 (+8.7%)
78	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	214,701	0.14%	$3.6M	-5,482 (-2.5%)
79	MML INVESTORS SERVICES, LLC	206,584	0.14%	$3.5M	+58,420 (+39.4%)
80	Engineers Gate Manager LP	203,153	0.13%	$3.4M	-4,572 (-2.2%)
81	CHASE INVESTMENT COUNSEL CORP	192,923	0.13%	$3.3M	NEW
82	INTECH INVESTMENT MANAGEMENT LLC	191,514	0.13%	$3.2M	+11,360 (+6.3%)
83	PRICE T ROWE ASSOCIATES INC /MD/	186,964	0.12%	$3.2M	-214,620 (-53.4%)
84	Quantinno Capital Management LP	181,548	0.12%	$3.1M	+17,821 (+10.9%)
85	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	174,026	0.11%	$2.9M	-3,600 (-2.0%)
86	STIFEL FINANCIAL CORP	173,648	0.11%	$2.9M	-4,669 (-2.6%)
87	SummitTX Capital, L.P.	172,948	0.11%	$2.9M	+77,276 (+80.8%)
88	Neo Ivy Capital Management	171,295	0.11%	$2.9M	NEW
89	SCHRODER INVESTMENT MANAGEMENT GROUP	167,586	0.11%	$2.8M	-24,120 (-12.6%)
90	HORIZON KINETICS ASSET MANAGEMENT LLC	166,115	0.11%	$2.8M	-1,941 (-1.2%)
91	Odyssean, LLC	165,432	0.11%	$2.8M	+77,923 (+89.0%)
92	Pacific Capital Partners Ltd	162,457	0.11%	$2.8M	NEW
93	BNP PARIBAS FINANCIAL MARKETS	155,595	0.10%	$2.6M	-229,694 (-59.6%)
94	ALLIANCEBERNSTEIN L.P.	153,529	0.10%	$2.2M	+11,600 (+8.2%)
95	MALTESE CAPITAL MANAGEMENT LLC	150,000	0.10%	$2.5M	NEW
96	POLEN CAPITAL MANAGEMENT LLC	149,051	0.10%	$2.5M	+40,046 (+36.7%)
97	Militia Capital Management LLC	147,632	0.10%	$2.5M	NEW
98	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	143,309	0.09%	$2.4M	-14,962 (-9.5%)
99	LPL Financial LLC	141,973	0.09%	$2.4M	+6,340 (+4.7%)
100	DEUTSCHE BANK AG\	139,195	0.09%	$2.4M	+22,242 (+19.0%)
101	Kiker Wealth Management, LLC	138,005	0.09%	$2.3M	-8,090 (-5.5%)
102	Creative Planning	137,799	0.09%	$2.3M	-4,966 (-3.5%)
103	GLOBEFLEX CAPITAL L P	136,640	0.09%	$2.3M	+93 (+0.1%)
104	PRUDENTIAL FINANCIAL INC	131,948	0.09%	$2.2M	+11,760 (+9.8%)
105	LEVEL FOUR ADVISORY SERVICES, LLC	131,102	0.09%	$2.2M	-4,355 (-3.2%)
106	Inspire Investing, LLC	121,824	0.08%	$2.1M	NEW
107	GROUP ONE TRADING LLC	117,353	0.08%	$2.0M	NEW
108	OSAIC HOLDINGS, INC.	113,951	0.08%	$1.9M	+8,709 (+8.3%)
109	VANGUARD ASSET MANAGEMENT, Ltd	110,788	0.07%	$1.9M	—
110	SUSQUEHANNA INTERNATIONAL GROUP, LLP	110,210	0.07%	$1.9M	+61,778 (+127.6%)
111	TRUIST FINANCIAL CORP	107,825	0.07%	$1.8M	-3,031 (-2.7%)
112	Corient Private Wealth LP	104,830	0.07%	$1.8M	-257 (-0.2%)
113	Y-Intercept (Hong Kong) Ltd	101,392	0.07%	$1.7M	-93,058 (-47.9%)
114	ALGERT GLOBAL LLC	100,590	0.07%	$1.7M	+11,810 (+13.3%)
115	CANADA LIFE ASSURANCE Co	100,019	0.07%	$1.7M	+3,469 (+3.6%)
116	Amundi	99,579	0.07%	$1.7M	+79,279 (+390.5%)
117	JPMORGAN CHASE & CO	96,900	0.06%	$1.7M	-616,258 (-86.4%)
118	Integrated Quantitative Investments LLC	92,150	0.06%	$1.6M	-5,330 (-5.5%)
119	State of Alaska, Department of Revenue	91,829	0.06%	$1.6M	-15,681 (-14.6%)
120	D. E. Shaw & Co., Inc.	91,295	0.06%	$1.5M	-234,413 (-72.0%)
121	Thrivent Financial for Lutherans	90,080	0.06%	$1.5M	-30,410 (-25.2%)
122	Moran Wealth Management, LLC	89,668	0.06%	$1.5M	+13,585 (+17.9%)
123	Phillip James Consulting Co.	89,570	0.06%	$6.7M	NEW
124	COOKSON PEIRCE & CO INC	84,818	0.06%	$1.4M	NEW
125	BENJAMIN EDWARDS INC	82,934	0.05%	$1.4M	+2,277 (+2.8%)
126	Wakefield Asset Management LLLP	82,900	0.05%	$1.4M	+1,526 (+1.9%)
127	MetLife Investment Management, LLC	79,387	0.05%	$1.3M	+13,928 (+21.3%)
128	Quantbot Technologies LP	77,903	0.05%	$1.3M	-39,791 (-33.8%)
129	Cetera Investment Advisers	77,084	0.05%	$1.3M	-3,382 (-4.2%)
130	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	76,059	0.05%	$1.3M	-56,745 (-42.7%)
131	Calamos Advisors LLC	75,415	0.05%	$1.3M	+25,085 (+49.8%)
132	Diametric Capital, LP	73,575	0.05%	$1.2M	NEW
133	OPPENHEIMER & CO INC	72,765	0.05%	$1.2M	-499 (-0.7%)
134	Numerai GP LLC	72,254	0.05%	$1.2M	-30,765 (-29.9%)
135	Squarepoint Ops LLC	70,082	0.05%	$1.2M	-685,194 (-90.7%)
136	Illinois Municipal Retirement Fund	69,003	0.05%	$1.2M	+4,869 (+7.6%)
137	VIRGINIA RETIREMENT SYSTEMS ET Al	68,950	0.05%	$1.2M	-57,400 (-45.4%)
138	NATIXIS	68,295	0.05%	$1.2M	-4,614 (-6.3%)
139	PARK AVENUE SECURITIES LLC	64,312	0.04%	$1.1M	+354 (+0.6%)
140	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	63,973	0.04%	$1.1M	—
141	MANUFACTURERS LIFE INSURANCE COMPANY, THE	62,620	0.04%	$1.1M	+7,810 (+14.2%)
142	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	62,526	0.04%	$1.1M	+4,519 (+7.8%)
143	North Star Investment Management Corp.	61,913	0.04%	$1.0M	—
144	JAMES INVESTMENT RESEARCH, INC.	61,515	0.04%	$1.0M	—
145	TORONTO DOMINION BANK	60,840	0.04%	$1.0M	NEW
146	Fisher Asset Management, LLC	60,150	0.04%	$1.0M	-51,982 (-46.4%)
147	State of New Jersey Common Pension Fund D	59,819	0.04%	$1.0M	NEW
148	Zurcher Kantonalbank (Zurich Cantonalbank)	58,013	0.04%	$983K	—
149	Atom Investors LP	56,857	0.04%	$963K	NEW
150	MANGROVE PARTNERS IM, LLC	55,585	0.04%	$942K	NEW
151	Louisiana State Employees Retirement System	55,100	0.04%	$933K	+4,100 (+8.0%)
152	DARK FOREST CAPITAL MANAGEMENT LP	53,431	0.04%	$905K	+7,727 (+16.9%)
153	Vanguard Global Advisers, LLC	50,406	0.03%	$854K	+3,947 (+8.5%)
154	NEW YORK STATE COMMON RETIREMENT FUND	47,864	0.03%	$811K	+9,600 (+25.1%)
155	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	44,256	0.03%	$199K	-1,678 (-3.7%)
156	JENNISON ASSOCIATES LLC	43,143	0.03%	$731K	NEW
157	ALLSTATE CORP	40,756	0.03%	$690K	+107 (+0.3%)
158	Police & Firemen's Retirement System of New Jersey	40,219	0.03%	$681K	+6,737 (+20.1%)
159	TT International Asset Management LTD	38,661	0.03%	$655K	-14,057 (-26.7%)
160	GSA CAPITAL PARTNERS LLP	36,605	0.02%	$620K	-64,622 (-63.8%)
161	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	34,598	0.02%	$586K	-17,940 (-34.1%)
162	ARIZONA STATE RETIREMENT SYSTEM	34,192	0.02%	$579K	-615 (-1.8%)
163	AMALGAMATED BANK	34,086	0.02%	$577K	+728 (+2.2%)
164	Walleye Trading LLC	33,440	0.02%	$566K	NEW
165	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	33,398	0.02%	$566K	-1,575 (-4.5%)
166	ALPS ADVISORS INC	33,108	0.02%	$561K	+658 (+2.0%)
167	NorthCrest Asset Manangement, LLC	32,800	0.02%	$651K	+166 (+0.5%)
168	State of Tennessee, Department of Treasury	32,299	0.02%	$547K	+6,839 (+26.9%)
169	YOUSIF CAPITAL MANAGEMENT, LLC	32,268	0.02%	$547K	+1,457 (+4.7%)
170	SG Americas Securities, LLC	31,735	0.02%	$538K	-19,921 (-38.6%)
171	MERCER GLOBAL ADVISORS INC /ADV	31,336	0.02%	$531K	+1,445 (+4.8%)
172	State of Wyoming	30,757	0.02%	$521K	-26,448 (-46.2%)
173	Aquatic Capital Management LLC	30,749	0.02%	$521K	NEW
174	SIMPLEX TRADING, LLC	30,676	0.02%	$520K	NEW
175	Man Group plc	30,664	0.02%	$519K	-893,830 (-96.7%)
176	CANADA PENSION PLAN INVESTMENT BOARD	30,600	0.02%	$518K	-11,800 (-27.8%)
177	TD Asset Management Inc	30,442	0.02%	$516K	+3,348 (+12.4%)
178	Vanguard Investments Australia, Ltd.	29,784	0.02%	$505K	—
179	MARSHALL WACE, LLP	29,199	0.02%	$495K	-48,100 (-62.2%)
180	PERSONAL CFO SOLUTIONS, LLC	28,664	0.02%	$486K	+251 (+0.9%)
181	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	28,604	0.02%	$485K	+2,300 (+8.7%)
182	Susquehanna Portfolio Strategies, LLC	28,345	0.02%	$480K	-54,026 (-65.6%)
183	KLP KAPITALFORVALTNING AS	28,300	0.02%	$479K	—
184	Asset Management One Co., Ltd.	27,662	0.02%	$469K	NEW
185	Ares Systematic Credit Ltd	27,517	0.02%	$466K	NEW
186	&PARTNERS	26,872	0.02%	$455K	+7,557 (+39.1%)
187	PRINCIPAL SECURITIES, INC.	26,378	0.02%	$447K	+111 (+0.4%)
188	FIFTH THIRD BANCORP	25,946	0.02%	$440K	+846 (+3.4%)
189	Atria Investments, Inc	25,485	0.02%	$432K	+5,769 (+29.3%)
190	GUGGENHEIM CAPITAL LLC	25,147	0.02%	$426K	NEW
191	Elo Mutual Pension Insurance Co	24,238	0.02%	$411K	NEW
192	TOBAM	24,192	0.02%	$410K	-481 (-1.9%)
193	Pinnacle Wealth Planning Services, Inc.	23,920	0.02%	$405K	+52 (+0.2%)
194	Jefferies Financial Group Inc.	23,692	0.02%	$401K	NEW
195	Magnetar Financial LLC	22,584	0.01%	$383K	+9,046 (+66.8%)
196	JGP Wealth Management, LLC	21,980	0.01%	$372K	—
197	Pictet Asset Management Holding SA	21,947	0.01%	$372K	—
198	SMH CAPITAL ADVISORS INC	21,888	0.01%	$371K	+2,994 (+15.8%)
199	R Squared Ltd	21,174	0.01%	$359K	-9,721 (-31.5%)
200	Pathstone Holdings, LLC	20,897	0.01%	$354K	-14,253 (-40.5%)
201	Vanguard Personalized Indexing Management, LLC	20,796	0.01%	$352K	-3,118 (-13.0%)
202	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	20,529	0.01%	$348K	—
203	PICTON MAHONEY ASSET MANAGEMENT	20,510	0.01%	$347K	-155,823 (-88.4%)
204	NEUBERGER BERMAN GROUP LLC	19,376	0.01%	$328K	+1,247 (+6.9%)
205	ProShare Advisors LLC	19,327	0.01%	$327K	+160 (+0.8%)
206	Maryland State Retirement & Pension System	18,264	0.01%	$309K	+1,671 (+10.1%)
207	PRAXIS INVESTMENT MANAGEMENT INC	18,255	0.01%	$309K	—
208	Cerity Partners LLC	17,487	0.01%	$296K	-5,724 (-24.7%)
209	PNC Financial Services Group, Inc.	17,396	0.01%	$295K	-270 (-1.5%)
210	LANARK FINANCIAL, INC.	16,809	0.01%	$285K	+5,328 (+46.4%)
211	STATE OF WISCONSIN INVESTMENT BOARD	16,602	0.01%	$281K	-50,313 (-75.2%)
212	CAPTRUST FINANCIAL ADVISORS	16,563	0.01%	$281K	NEW
213	Stonebridge Wealth Management, LLC	15,640	0.01%	$265K	—
214	NAVELLIER & ASSOCIATES INC	15,252	0.01%	$258K	-38,754 (-71.8%)
215	WEDBUSH SECURITIES INC	15,130	0.01%	$256K	-1,138 (-7.0%)
216	EXCHANGE TRADED CONCEPTS, LLC	15,108	0.01%	$256K	-2,096 (-12.2%)
217	Round Rock Advisors LLC	15,062	0.01%	$255K	+4,984 (+49.5%)
218	BANK OF MONTREAL /CAN/	15,059	0.01%	$255K	+1,282 (+9.3%)
219	World Investment Advisors	14,814	0.01%	$224K	+2,883 (+24.2%)
220	Abel Hall, LLC	14,420	0.01%	$244K	+96 (+0.7%)
221	XPONANCE LLC	13,735	0.01%	$233K	+1,762 (+14.7%)
222	Synergy Asset Management, LLC	13,236	0.01%	$224K	NEW
223	FEDERATED HERMES, INC.	13,102	0.01%	$222K	+558 (+4.4%)
224	NATIXIS ADVISORS, LLC	12,954	0.01%	$219K	NEW
225	FRANKLIN RESOURCES INC	12,832	0.01%	$217K	+132 (+1.0%)
226	Impact Partnership Wealth, LLC	12,501	0.01%	$212K	+594 (+5.0%)
227	Ameritas Investment Partners, Inc.	12,375	0.01%	$210K	+2,319 (+23.1%)
228	Cooper Financial Group	12,192	0.01%	$207K	+255 (+2.1%)
229	SEB Asset Management AB	12,080	0.01%	$205K	+91 (+0.8%)
230	OCCUDO QUANTITATIVE STRATEGIES LP	11,415	0.01%	$193K	NEW
231	VestGen Advisors, LLC	10,794	0.01%	$183K	-206 (-1.9%)
232	CreativeOne Wealth, LLC	10,123	0.01%	$171K	NEW
233	Mitsubishi UFJ Asset Management Co., Ltd.	10,112	0.01%	$171K	NEW
234	LSV ASSET MANAGEMENT	8,900	0.01%	$151K	—
235	Kemnay Advisory Services Inc.	7,620	0.01%	$129K	-41 (-0.5%)
236	Rockefeller Capital Management L.P.	7,251	0.00%	$123K	+4,662 (+180.1%)
237	HANTZ FINANCIAL SERVICES, INC.	6,664	0.00%	$113K	-288 (-4.1%)
238	Versant Capital Management, Inc	5,928	0.00%	$100K	+85 (+1.5%)
239	Tower Research Capital LLC (TRC)	5,254	0.00%	$89K	-13,909 (-72.6%)
240	GAMMA Investing LLC	5,122	0.00%	$87K	+141 (+2.8%)
241	KBC Group NV	4,511	0.00%	$76K	—
242	Persistent Asset Partners Ltd	4,420	0.00%	$75K	NEW
243	Arax Advisory Partners	4,078	0.00%	$69K	+2,183 (+115.2%)
244	ELEVATION WEALTH PARTNERS, LLC	3,630	0.00%	$61K	+6 (+0.2%)
245	Quent Capital, LLC	3,378	0.00%	$57K	—
246	Walleye Capital LLC	3,081	0.00%	$52K	NEW
247	HOLLENCREST CAPITAL MANAGEMENT	2,689	0.00%	$46K	NEW
248	Federation des caisses Desjardins du Quebec	2,565	0.00%	$43K	-2,776 (-52.0%)
249	NISA INVESTMENT ADVISORS, LLC	2,458	0.00%	$42K	+959 (+64.0%)
250	Eurizon Capital SGR S.p.A.	2,210	0.00%	$38K	NEW

Exited since 2026-03-31 (55 filers; largest 25 shown)

JANUS HENDERSON GROUP PLC	−1,742,489
JANE STREET GROUP, LLC	−1,509,732
HRT FINANCIAL LP	−1,148,325
Invenomic Capital Management LP	−581,543
Jump Financial, LLC	−517,935
WOLVERINE ASSET MANAGEMENT LLC	−514,665
Balyasny Asset Management L.P.	−414,799
CAXTON ASSOCIATES LLP	−224,042
VARCOV Co.	−210,090
CAPITAL MANAGEMENT CORP /VA	−118,060
LAZARD ASSET MANAGEMENT LLC	−113,576
TUDOR INVESTMENT CORP ET AL	−109,451
Campbell & CO Investment Adviser LLC	−100,349
Schonfeld Strategic Advisors LLC	−84,279
Clear Point Advisors Inc.	−52,844
Entropy Technologies, LP	−47,927
MAVERICK CAPITAL LTD	−42,620
Caption Management, LLC	−41,575
INCEPTIONR LLC	−33,093
CAPSTONE INVESTMENT ADVISORS, LLC	−32,868
Jackson Creek Investment Advisors LLC	−32,840
Unique Wealth Strategies, LLC	−32,788
J. Goldman & Co LP	−32,500
Blackstone Inc.	−28,826
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	−28,412

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Wellington Management Group LLP	SCHEDULE 13G/A	2026-08-13	2026-06-30	8,407,113	5.5%
Invesco Ltd.	SCHEDULE 13G	2026-08-13	2026-06-30	10,184,084	6.6%
Wellington Investment Advisors Holdings LLP	SCHEDULE 13G/A	2026-08-13	2026-06-30	8,407,113	5.5%
Wellington Group Holdings LLP	SCHEDULE 13G/A	2026-08-13	2026-06-30	8,407,113	5.5%
Abigail P. Johnson	SCHEDULE 13G/A	2026-05-06	2026-03-31	13,349,765.07	9.4%
FMR LLC	SCHEDULE 13G/A	2026-05-06	2026-03-31	13,349,765.07	9.4%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-29	2026-03-31	8,155,227	5.75%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
Wellington Management Company LLP	SCHEDULE 13G/A	2026-02-10	2025-12-31	11,592,215	7.2%
ETFS Capital Limited.	SCHEDULE 13G/A	2025-08-29	2025-08-20	5,250,000	3.6%
Tuckwell Graham	SCHEDULE 13G/A	2025-08-29	2025-08-20	5,250,000	3.6%
Ravi Chopra	SCHEDULE 13G/A	2025-08-14	2025-06-30	7,069,860	4.8%
Azora Capital LP	SCHEDULE 13G/A	2025-08-14	2025-06-30	7,069,860	4.8%
Azora Capital GP LLC	SCHEDULE 13G/A	2025-08-14	2025-06-30	7,069,860	4.8%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.