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.

BANK OF MONTREAL /CAN/

CIK 0000927971AIQDAIQUBERZBMO· quarter ending 2026-06-30

Shares outstanding

708,905,679

as of 2025-10-31 · 40-F/A cover page, filed 2025-12-17

Held by 13F filers

335,409,272

47.3% of shares outstanding

Holders

659

+21 vs 2026-03-31 · 93 new, 72 exited

Value

$60.0B

shares +2.3% vs prior quarter

Share classes (cover page of the 40-F/A filed 2025-12-17, as of 2025-10-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	BMO · NYSE	708,905,679	335,409,272	47.3%	659	063671101

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
063671101	COM	659	335,409,272	708,905,679	47.3%	$60.0B	19 call / 23 put	13DG	holders →
063671952	EQUITYnot common	1	93,210	—	—	$16.5M	—	prefix	holders →
06368LGV2	FOREIGN BONDS (US $)not common	1	$35K principal	—	—	$35K	—	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. 30 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 659 · 063671101)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	ROYAL BANK OF CANADA	52,167,653	7.36%	$9.2B	-430,389 (-0.8%)
2	BANK OF MONTREAL /CAN/	28,128,121	3.97%	$5.0B	+130,783 (+0.5%)
3	VANGUARD CAPITAL MANAGEMENT LLC	20,475,602	2.89%	$3.6B	+194,762 (+1.0%)
4	TD Asset Management Inc	15,233,725	2.15%	$2.7B	-3,852,876 (-20.2%)
5	CIBC WORLD MARKET INC.	12,410,915	1.75%	$2.2B	-774,883 (-5.9%)
6	FIL Ltd	12,329,093	1.74%	$2.2B	+834,860 (+7.3%)
7	NATIONAL BANK OF CANADA /FI/	10,405,423	1.47%	$1.8B	-354,875 (-3.3%)
8	FMR LLC	9,527,449	1.34%	$1.7B	+2,234,256 (+30.6%)
9	1832 Asset Management L.P.	9,303,809	1.31%	$1.6B	-296,120 (-3.1%)
10	NORGES BANK	8,796,707	1.24%	$1.6B	NEW
11	MACKENZIE FINANCIAL CORP	8,547,687	1.21%	$2.1B	-34,501 (-0.4%)
12	GEODE CAPITAL MANAGEMENT, LLC	7,973,622	1.12%	$1.5B	+661,553 (+9.0%)
13	CANADA PENSION PLAN INVESTMENT BOARD	7,256,202	1.02%	$1.3B	+1,017,326 (+16.3%)
14	CIBC Asset Management Inc	6,747,985	0.95%	$1.2B	-32,333 (-0.5%)
15	TD Waterhouse Canada Inc.	6,350,903	0.90%	$1.1B	+123,387 (+2.0%)
16	VANGUARD FIDUCIARY TRUST CO	6,264,886	0.88%	$1.1B	+29,196 (+0.5%)
17	TORONTO DOMINION BANK	5,632,710	0.79%	$994.5M	-564,683 (-9.1%)
18	Vanguard Global Advisers, LLC	5,426,252	0.77%	$959.1M	+441,974 (+8.9%)
19	Caisse de depot et placement du Quebec	5,419,567	0.76%	$957.5M	—
20	BANK OF NOVA SCOTIA	5,205,604	0.73%	$920.0M	+173,121 (+3.4%)
21	Legal & General Group Plc	4,212,134	0.59%	$744.2M	-391,017 (-8.5%)
22	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	4,174,425	0.59%	$737.1M	+678,753 (+19.4%)
23	Connor, Clark & Lunn Investment Management Ltd.	3,839,476	0.54%	$677.1M	+1,749,052 (+83.7%)
24	DIMENSIONAL FUND ADVISORS LP	3,659,355	0.52%	$646.6M	-29,289 (-0.8%)
25	Federation des caisses Desjardins du Quebec	3,374,200	0.48%	$593.7M	-624,680 (-15.6%)
26	SCOTIA CAPITAL INC.	3,334,549	0.47%	$587.8M	-127,169 (-3.7%)
27	Fiera Capital Corp	3,214,287	0.45%	$567.1M	-272,333 (-7.8%)
28	JPMORGAN CHASE & CO	3,145,509	0.44%	$553.9M	-670,061 (-17.6%)
29	MORGAN STANLEY	2,902,505	0.41%	$512.9M	+698,892 (+31.7%)
30	Beutel, Goodman & Co Ltd.	2,695,594	0.38%	$476.3M	-406,274 (-13.1%)
31	GOLDMAN SACHS GROUP INC	2,545,917	0.36%	$449.9M	-42,904 (-1.7%)
32	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2,361,978	0.33%	$416.6M	-72,867 (-3.0%)
33	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2,080,308	0.29%	$367.6M	+76,329 (+3.8%)
34	VANGUARD ASSET MANAGEMENT, Ltd	1,600,956	0.23%	$283.0M	+170,672 (+11.9%)
35	BESSEMER GROUP INC	1,469,398	0.21%	$259.3M	+1,427,492 (+3406.4%)
36	LETKO, BROSSEAU & ASSOCIATES INC	1,426,775	0.20%	$252.1M	-153,255 (-9.7%)
37	DEUTSCHE BANK AG\	1,334,415	0.19%	$235.8M	+31,851 (+2.4%)
38	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1,300,991	0.18%	$324.8M	-50,323 (-3.7%)
39	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	1,271,498	0.18%	$224.5M	+383,861 (+43.2%)
40	Newport Trust Company, LLC	1,259,908	0.18%	$222.6M	-37,457 (-2.9%)
41	OMERS ADMINISTRATION Corp	1,230,715	0.17%	$217.4M	+10,060 (+0.8%)
42	Amundi	1,215,809	0.17%	$217.8M	+110,766 (+10.0%)
43	Invesco Ltd.	1,203,872	0.17%	$212.7M	-502,412 (-29.4%)
44	ACADIAN ASSET MANAGEMENT LLC	1,197,679	0.17%	$211.6M	+2,398 (+0.2%)
45	Public Sector Pension Investment Board	1,177,353	0.17%	$207.9M	+61,840 (+5.5%)
46	Clearbridge Investments, LLC	1,153,825	0.16%	$202.5M	+21,665 (+1.9%)
47	BARCLAYS PLC	1,084,437	0.15%	$191.6M	-495,291 (-31.4%)
48	Cardinal Capital Management, Inc.	999,266	0.14%	$176.3M	-5,261 (-0.5%)
49	MUFG SECURITIES (CANADA), LTD.	991,466	0.14%	$175.0M	-56,101 (-5.4%)
50	Aviso Financial Inc.	973,584	0.14%	$172.0M	-25,717 (-2.6%)
51	UBS Group AG	953,638	0.13%	$168.5M	+136,632 (+16.7%)
52	PICTON MAHONEY ASSET MANAGEMENT	945,606	0.13%	$166.7M	+707,670 (+297.4%)
53	Alberta Investment Management Corp	810,135	0.11%	$143.0M	-32,033 (-3.8%)
54	Bank of New York Mellon Corp	739,895	0.10%	$130.7M	+29,633 (+4.2%)
55	BCV Asset Management Inc.	642,300	0.09%	$113.2M	-13,441 (-2.0%)
56	AVIVA PLC	630,423	0.09%	$111.2M	+3,181 (+0.5%)
57	INTACT INVESTMENT MANAGEMENT INC.	626,785	0.09%	$110.8M	+237,280 (+60.9%)
58	Addenda Capital Inc.	625,064	0.09%	$156.7M	-49,004 (-7.3%)
59	BlackRock, Inc.	622,130	0.09%	$109.9M	-96,360 (-13.4%)
60	GUARDIAN CAPITAL LP	614,927	0.09%	$108.6M	-65,746 (-9.7%)
61	BANK OF AMERICA CORP /DE/	588,633	0.08%	$104.0M	-1,042,643 (-63.9%)
62	NORTHERN TRUST CORP	560,484	0.08%	$99.0M	-4,473 (-0.8%)
63	Nuveen, LLC	526,771	0.07%	$93.1M	-3,067 (-0.6%)
64	TWO SIGMA INVESTMENTS, LP	511,838	0.07%	$90.4M	+490,038 (+2247.9%)
65	APG Asset Management N.V.	508,694	0.07%	$78.6M	+139,255 (+37.7%)
66	AQR CAPITAL MANAGEMENT LLC	469,429	0.07%	$82.9M	+35,221 (+8.1%)
67	Hillsdale Investment Management Inc.	460,739	0.06%	$81.3M	-83,070 (-15.3%)
68	AMERICAN CENTURY COMPANIES INC	452,310	0.06%	$79.9M	+109,512 (+31.9%)
69	Polar Asset Management Partners Inc.	449,680	0.06%	$20.4M	NEW
70	Scheer, Rowlett & Associates Investment Management Ltd.	447,594	0.06%	$78.9M	-148,731 (-24.9%)
71	BANK OF NOVA SCOTIA TRUST CO	446,227	0.06%	$78.8M	-49,782 (-10.0%)
72	Zurcher Kantonalbank (Zurich Cantonalbank)	430,916	0.06%	$76.1M	+121,499 (+39.3%)
73	Korea Investment CORP	409,037	0.06%	$72.3M	+18,782 (+4.8%)
74	AGF MANAGEMENT LTD	408,424	0.06%	$72.2M	-40,508 (-9.0%)
75	State of Tennessee, Department of Treasury	403,848	0.06%	$71.4M	+1,447 (+0.4%)
76	Zurich Insurance Group Ltd/FI	367,582	0.05%	$64.9M	-165,726 (-31.1%)
77	Pictet Asset Management Holding SA	363,071	0.05%	$64.1M	-16,343 (-4.3%)
78	Delaney Capital Management Ltd.	360,775	0.05%	$63.6M	-25,334 (-6.6%)
79	CANADA LIFE ASSURANCE Co	355,662	0.05%	$62.6M	-9,436 (-2.6%)
80	Vanguard Investments Australia, Ltd.	351,288	0.05%	$62.1M	-835 (-0.2%)
81	FRANKLIN RESOURCES INC	349,582	0.05%	$61.7M	+4,679 (+1.4%)
82	Guardian Partners Inc.	303,771	0.04%	$53.7M	-64,391 (-17.5%)
83	Purpose Unlimited Inc.	299,232	0.04%	$52.9M	-19,115 (-6.0%)
84	CIDEL ASSET MANAGEMENT INC	294,015	0.04%	$51.9M	+163,407 (+125.1%)
85	Russell Investments Group, Ltd.	289,001	0.04%	$51.1M	-47,836 (-14.2%)
86	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	287,700	0.04%	$50.8M	+198,600 (+222.9%)
87	Capital Wealth Planning, LLC	257,802	0.04%	$45.6M	+23,449 (+10.0%)
88	CITIGROUP INC	251,308	0.04%	$44.4M	-171,901 (-40.6%)
89	STATE OF WISCONSIN INVESTMENT BOARD	241,553	0.03%	$42.7M	-6,800 (-2.7%)
90	Value Partners Investments Inc.	239,642	0.03%	$42.3M	-200,910 (-45.6%)
91	NEUBERGER BERMAN GROUP LLC	209,653	0.03%	$37.0M	+3,266 (+1.6%)
92	Candriam S.C.A.	209,138	0.03%	$36.9M	-34,884 (-14.3%)
93	FIRST TRUST ADVISORS LP	205,963	0.03%	$36.4M	-66,453 (-24.4%)
94	INTECH INVESTMENT MANAGEMENT LLC	204,697	0.03%	$36.2M	+16,950 (+9.0%)
95	Mn Services Vermogensbeheer B.V.	200,613	0.03%	$35.4M	+35,400 (+21.4%)
96	Investment Management Corp of Ontario	200,024	0.03%	$35.3M	+256 (+0.1%)
97	D. E. Shaw & Co., Inc.	194,600	0.03%	$34.4M	-107,503 (-35.6%)
98	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	183,475	0.03%	$32.4M	-26,532 (-12.6%)
99	Cardinal Point Capital Management ULC	175,545	0.02%	$31.0M	-1,129 (-0.6%)
100	Rempart Asset Management Inc.	174,264	0.02%	$30.7M	-17,635 (-9.2%)
101	MONTRUSCO BOLTON INVESTMENTS INC.	171,898	0.02%	$30.4M	-33,069 (-16.1%)
102	Northwest & Ethical Investments L.P.	163,965	0.02%	$28.9M	+13,970 (+9.3%)
103	Lansforsakringar Fondforvaltning AB (publ)	159,553	0.02%	$28.2M	-6,576 (-4.0%)
104	Triasima Portfolio Management inc.	153,984	0.02%	$27.2M	+13,180 (+9.4%)
105	Nykredit A/S	150,735	0.02%	$26.6M	NEW
106	Genus Capital Management Inc.	146,609	0.02%	$25.9M	+34,161 (+30.4%)
107	DekaBank Deutsche Girozentrale	144,747	0.02%	$19.5M	—
108	Swiss Life Asset Management Ltd	144,235	0.02%	$25.4M	+21,680 (+17.7%)
109	Varma Mutual Pension Insurance Co	142,629	0.02%	$25.2M	-700 (-0.5%)
110	MILLENNIUM MANAGEMENT LLC	136,542	0.02%	$24.1M	-105,440 (-43.6%)
111	Quadrature Capital Ltd	136,000	0.02%	$24.0M	+124,900 (+1125.2%)
112	LAZARD ASSET MANAGEMENT LLC	128,515	0.02%	$22.7M	+125,432 (+4068.5%)
113	Qube Research & Technologies Ltd	127,638	0.02%	$22.6M	-85,792 (-40.2%)
114	CANERECTOR INC	125,000	0.02%	$22.1M	—
115	SEB Asset Management AB	124,839	0.02%	$22.1M	-49,311 (-28.3%)
116	Grantham, Mayo, Van Otterloo & Co. LLC	120,054	0.02%	$21.2M	-37,302 (-23.7%)
117	LPL Financial LLC	114,689	0.02%	$20.3M	-174,860 (-60.4%)
118	PensionDanmark Pensionsforsikringsaktieselskab	114,582	0.02%	$20.2M	+11,400 (+11.0%)
119	Maryland State Retirement & Pension System	108,177	0.02%	$19.1M	+28,115 (+35.1%)
120	Generali Asset Management SPA SGR	107,097	0.02%	$26.8M	+11,239 (+11.7%)
121	Pinnacle Financial Partners, Inc.	106,906	0.02%	$18.9M	+1,308 (+1.2%)
122	Vontobel Holding Ltd.	105,819	0.01%	$18.7M	-1,500 (-1.4%)
123	WELLINGTON MANAGEMENT GROUP LLP	104,112	0.01%	$18.4M	+11,967 (+13.0%)
124	Lorne Steinberg Wealth Management Inc.	101,991	0.01%	$18.0M	+1,318 (+1.3%)
125	USS Investment Management Ltd	96,884	0.01%	$17.1M	-13,391 (-12.1%)
126	American Assets Investment Management, LLC	96,000	0.01%	$17.0M	—
127	RAYMOND JAMES FINANCIAL INC	90,897	0.01%	$16.1M	-233,330 (-72.0%)
128	Claret Asset Management Corp	88,680	0.01%	$15.7M	+166 (+0.2%)
129	Quantinno Capital Management LP	86,196	0.01%	$15.2M	+20,597 (+31.4%)
130	Creative Planning	82,828	0.01%	$14.6M	+4,475 (+5.7%)
131	ALLIANCEBERNSTEIN L.P.	81,746	0.01%	$11.1M	+2,215 (+2.8%)
132	BROWN ADVISORY INC	81,418	0.01%	$14.4M	+79,047 (+3333.9%)
133	OpenArc Corporate Advisory, LLC	80,186	0.01%	$14.2M	-35,904 (-30.9%)
134	NATIXIS ADVISORS, LLC	78,109	0.01%	$13.8M	+1,074 (+1.4%)
135	CREDIT AGRICOLE S A	74,034	0.01%	$13.1M	+28,658 (+63.2%)
136	Utah Retirement Systems	70,520	0.01%	$12.5M	-7,086 (-9.1%)
137	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	67,472	0.01%	$11.9M	+10,368 (+18.2%)
138	ENVESTNET ASSET MANAGEMENT INC	67,031	0.01%	$11.8M	-203,437 (-75.2%)
139	Lombard Odier Asset Management (Switzerland) SA	64,496	0.01%	$11.4M	+2,100 (+3.4%)
140	Kepler Cheuvreux (Suisse) SA	63,670	0.01%	$16.0M	+29,404 (+85.8%)
141	Man Group plc	62,678	0.01%	$11.1M	+21,081 (+50.7%)
142	JCIC Asset Management Inc.	61,364	0.01%	$8.3M	—
143	Jupiter Topco LLC	61,227	0.01%	$10.8M	NEW
144	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	59,739	0.01%	$10.6M	+7,145 (+13.6%)
145	WELLS FARGO & COMPANY/MN	58,018	0.01%	$10.2M	-232,277 (-80.0%)
146	M&T Bank Corp	58,015	0.01%	$10.3M	-69 (-0.1%)
147	AustralianSuper Pty Ltd	56,745	0.01%	$10.0M	NEW
148	Harvest Portfolios Group Inc.	55,038	0.01%	$9.7M	-1,339 (-2.4%)
149	Gulf International Bank (UK) Ltd	53,746	0.01%	$9.5M	-877 (-1.6%)
150	Mariner, LLC	53,126	0.01%	$9.4M	-1,492 (-2.7%)
151	Beacon Pointe Advisors, LLC	52,280	0.01%	$9.2M	-598 (-1.1%)
152	Andra AP-fonden	52,000	0.01%	$13.0M	+22,600 (+76.9%)
153	Avanza Fonder AB	51,462	0.01%	$12.9M	+4,920 (+10.6%)
154	JANE STREET GROUP, LLC	51,069	0.01%	$9.0M	+7,423 (+17.0%)
155	STIFEL FINANCIAL CORP	49,980	0.01%	$8.8M	-49,336 (-49.7%)
156	ROMANO BROTHERS AND COMPANY	49,163	0.01%	$8.7M	-400 (-0.8%)
157	SIG North Trading, ULC	48,961	0.01%	$8.7M	NEW
158	FEDERATED HERMES, INC.	48,739	0.01%	$8.6M	-555,813 (-91.9%)
159	Thrivent Financial for Lutherans	47,028	0.01%	$8.3M	-725 (-1.5%)
160	PCJ Investment Counsel Ltd.	46,780	0.01%	$8.2M	+3,480 (+8.0%)
161	K.J. Harrison & Partners Inc	46,708	0.01%	$8.2M	-1,250 (-2.6%)
162	NBT BANK, N.A.	46,083	0.01%	$8.1M	+14 (+0.0%)
163	CAPITAL FUND MANAGEMENT S.A.	45,113	0.01%	$8.0M	-9,057 (-16.7%)
164	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	44,397	0.01%	$7.9M	+3,962 (+9.8%)
165	Assenagon Asset Management S.A.	43,632	0.01%	$7.7M	+21,780 (+99.7%)
166	Baird Financial Group, Inc.	43,080	0.01%	$7.6M	+1,899 (+4.6%)
167	J. Safra Sarasin Holding AG	42,938	0.01%	$7.5M	+41,164 (+2320.4%)
168	VAN ECK ASSOCIATES CORP	42,505	0.01%	$7.5M	-785,678 (-94.9%)
169	BAROMETER CAPITAL MANAGEMENT INC.	42,500	0.01%	$10.6M	-2,000 (-4.5%)
170	AMERIPRISE FINANCIAL INC	41,854	0.01%	$8.3M	-8,938 (-17.6%)
171	Rathbones Group PLC	41,636	0.01%	$7.4M	-42,672 (-50.6%)
172	Dana Investment Advisors, Inc.	39,034	0.01%	$6.9M	-1,850 (-4.5%)
173	Northwest Bancshares, Inc.	39,021	0.01%	$6.9M	-2,687 (-6.4%)
174	Cumberland Partners Ltd	38,479	0.01%	$6.8M	+3,584 (+10.3%)
175	Advisory Services Network, LLC	36,982	0.01%	$6.5M	-647 (-1.7%)
176	CITADEL ADVISORS LLC	35,484	0.01%	$6.3M	-35,681 (-50.1%)
177	COMMONWEALTH EQUITY SERVICES, LLC	35,123	0.00%	$6.2M	-622 (-1.7%)
178	MANNING & NAPIER ADVISORS LLC	34,938	0.00%	$6.2M	NEW
179	Cetera Investment Advisers	33,551	0.00%	$5.9M	-15,117 (-31.1%)
180	Allianz Asset Management GmbH	32,577	0.00%	$5.8M	-13,290 (-29.0%)
181	PINNACLE ASSOCIATES LTD	32,000	0.00%	$5.7M	-1,600 (-4.8%)
182	ST GERMAIN D J CO INC	29,917	0.00%	$5.3M	-1,371 (-4.4%)
183	JONES FINANCIAL COMPANIES LLLP	29,045	0.00%	$5.1M	+8,798 (+43.5%)
184	Vertex Planning Partners, LLC	27,959	0.00%	$4.9M	-4,000 (-12.5%)
185	Ethic Inc.	27,281	0.00%	$4.8M	NEW
186	Ensign Peak Advisors, Inc	26,929	0.00%	$4.8M	—
187	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	26,886	0.00%	$4.8M	+1,824 (+7.3%)
188	ROYAL LONDON ASSET MANAGEMENT LTD	26,537	0.00%	$4.7M	-4,788 (-15.3%)
189	Ewing Morris & Co. Investment Partners Ltd.	26,524	0.00%	$4.7M	-57 (-0.2%)
190	Plato Investment Management Ltd	26,449	0.00%	$4.6M	+12,144 (+84.9%)
191	SUSQUEHANNA INTERNATIONAL GROUP, LLP	26,266	0.00%	$4.6M	NEW
192	Capital World Investors	26,072	0.00%	$4.6M	NEW
193	Fideuram Asset Management (Ireland) dac	25,229	0.00%	$6.1M	NEW
194	Vanguard Personalized Indexing Management, LLC	25,214	0.00%	$4.5M	+3,091 (+14.0%)
195	US BANCORP \DE\	25,191	0.00%	$4.5M	+348 (+1.4%)
196	Quantbot Technologies LP	24,489	0.00%	$4.3M	NEW
197	Carnegie Investment Counsel	24,280	0.00%	$4.3M	+309 (+1.3%)
198	HRT FINANCIAL LP	23,415	0.00%	$4.1M	+18,105 (+341.0%)
199	Gold Investment Management Ltd.	23,260	0.00%	$4.1M	+172 (+0.7%)
200	Osmosis Investment Management UK Ltd	22,907	0.00%	$4.0M	-20,449 (-47.2%)
201	QUADRANT CAPITAL GROUP LLC	22,781	0.00%	$4.0M	+25 (+0.1%)
202	OSAIC HOLDINGS, INC.	22,646	0.00%	$4.0M	+1,751 (+8.4%)
203	ASR Vermogensbeheer N.V.	22,522	0.00%	$4.0M	+309 (+1.4%)
204	HighTower Advisors, LLC	22,179	0.00%	$3.9M	+58 (+0.3%)
205	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	22,055	0.00%	$3.9M	+2,452 (+12.5%)
206	Cambridge Investment Research Advisors, Inc.	21,464	0.00%	$3.8M	+10,767 (+100.7%)
207	Burkett Asset Management Ltd	21,430	0.00%	$3.8M	-3,103 (-12.6%)
208	Laird Norton Wetherby Trust Company, LLC	21,292	0.00%	$3.8M	+1,946 (+10.1%)
209	Cerity Partners LLC	20,532	0.00%	$3.6M	+456 (+2.3%)
210	Corient Private Wealth LP	20,093	0.00%	$3.6M	+3,224 (+19.1%)
211	Kestra Advisory Services, LLC	19,637	0.00%	$3.5M	+75 (+0.4%)
212	RITHOLTZ WEALTH MANAGEMENT	19,427	0.00%	$3.4M	+1,332 (+7.4%)
213	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	19,189	0.00%	$3.4M	+4,473 (+30.4%)
214	WORLDQUANT MILLENNIUM ADVISORS LLC	18,941	0.00%	$3.3M	+8,246 (+77.1%)
215	UniSuper Management Pty Ltd	18,534	0.00%	$4.6M	+4,634 (+33.3%)
216	NorthRock Partners, LLC	18,316	0.00%	$3.2M	—
217	Silver Lake Advisory, LLC	17,444	0.00%	$3.1M	-162 (-0.9%)
218	NAPLES GLOBAL ADVISORS, LLC	17,310	0.00%	$3.1M	-50 (-0.3%)
219	Rockefeller Capital Management L.P.	17,209	0.00%	$3.0M	+1,168 (+7.3%)
220	PNC Financial Services Group, Inc.	15,749	0.00%	$2.8M	-7,857 (-33.3%)
221	Entropy Technologies, LP	15,576	0.00%	$2.8M	NEW
222	BNP PARIBAS FINANCIAL MARKETS	15,464	0.00%	$2.7M	-54,806 (-78.0%)
223	Union Bancaire Privee, UBP SA	15,101	0.00%	$2.6M	+114 (+0.8%)
224	Mediolanum International Funds Ltd	14,595	0.00%	$2.6M	+7,418 (+103.4%)
225	Focus Partners Wealth	14,446	0.00%	$2.6M	+933 (+6.9%)
226	First Bank & Trust	14,338	0.00%	$2.5M	-2,957 (-17.1%)
227	TRUIST FINANCIAL CORP	14,067	0.00%	$2.5M	-36,574 (-72.2%)
228	Orion Porfolio Solutions, LLC	13,824	0.00%	$2.4M	-896 (-6.1%)
229	HARBOUR INVESTMENTS, INC.	13,329	0.00%	$2.4M	+230 (+1.8%)
230	Pathstone Holdings, LLC	13,066	0.00%	$2.3M	+138 (+1.1%)
231	Curbstone Financial Management Corp	12,984	0.00%	$2.3M	-650 (-4.8%)
232	SIGNATUREFD, LLC	12,930	0.00%	$2.3M	+1,577 (+13.9%)
233	Tower Research Capital LLC (TRC)	12,921	0.00%	$2.3M	+8,796 (+213.2%)
234	HB Wealth Management, LLC	12,873	0.00%	$2.3M	+3,389 (+35.7%)
235	KEYBANK NATIONAL ASSOCIATION/OH	12,830	0.00%	$2.3M	+1,075 (+9.1%)
236	CIGNA INVESTMENTS INC /NEW	12,663	0.00%	$2.2M	+134 (+1.1%)
237	NATIXIS	12,497	0.00%	$2.2M	-13,227 (-51.4%)
238	Texas Yale Capital Corp.	12,213	0.00%	$2.2M	—
239	Crossmark Global Holdings, Inc.	11,824	0.00%	$2.1M	-2,066 (-14.9%)
240	STATE STREET CORP	11,465	0.00%	$2.0M	—
241	Turn8 Private Wealth Inc.	11,300	0.00%	$2.0M	+85 (+0.8%)
242	Probity Advisors, Inc.	11,095	0.00%	$2.0M	-358 (-3.1%)
243	Redhawk Wealth Advisors, Inc.	10,791	0.00%	$1.9M	+333 (+3.2%)
244	Morningstar Investment Management LLC	10,675	0.00%	$1.4M	—
245	Compound Planning, Inc.	10,317	0.00%	$1.8M	+657 (+6.8%)
246	Advisors Asset Management, Inc.	9,864	0.00%	$1.7M	+1,233 (+14.3%)
247	Smithfield Trust Co	9,766	0.00%	$1.7M	—
248	Berger Financial Group, Inc	9,393	0.00%	$1.7M	+43 (+0.5%)
249	FIRST AMERICAN BANK	9,297	0.00%	$1.6M	-63 (-0.7%)
250	Independent Advisor Alliance	9,265	0.00%	$1.6M	-405 (-4.2%)

Exited since 2026-03-31 (72 filers; largest 25 shown)

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	−406,135
PBU - The Pension Fund of Early Childhood & Youth Educators	−152,951
JANUS HENDERSON GROUP PLC	−61,427
PEAK6 LLC	−43,616
Y-Intercept (Hong Kong) Ltd	−43,209
Erste Asset Management GmbH	−30,300
SUSQUEHANNA ADVISORS GROUP, INC.	−23,900
Murchinson Ltd.	−20,046
Numerai GP LLC	−19,832
Vise Technologies, Inc.	−17,151
Trexquant Investment LP	−14,799
Dynamic Technology Lab Private Ltd	−11,470
Magnetar Financial LLC	−11,373
Atria Investments, Inc	−9,545
Twin Tree Management, LP	−8,797
JOURNEY STRATEGIC WEALTH LLC	−8,545
SIMPLEX TRADING, LLC	−7,488
Squarepoint Ops LLC	−6,878
Envestnet Portfolio Solutions, Inc.	−5,649
Verdence Capital Advisors LLC	−5,438
WEALTH ALLIANCE, LLC	−4,575
FIRST CITIZENS BANK & TRUST CO	−4,464
CAPSTONE INVESTMENT ADVISORS, LLC	−4,190
XTX Topco Ltd	−4,164
CWM, LLC	−3,970

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
BlackRock, Inc.	SCHEDULE 13G	2025-07-17	2025-06-30	37,021,722	5.1%

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.