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.
Share classes (cover page of the 10-Q filed 2026-08-06, as of 2026-08-03)
| Class | Listed | Shares outstanding | Held by 13F filers | % of class | Holders | CUSIP |
|---|---|---|---|---|---|---|
| Common stock | — | 66,712,387 | 28,856,190 | 43.3% | 142 | 864482104 |
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.
Top holders (142 of 142 · 864482104)
change vs 2026-03-31| # | Filer | Shares | % of class | Value | Change |
|---|---|---|---|---|---|
| 1 | ALPS ADVISORS INC | 14,720,155 | 22.07% | $251.7M | -655,419 (-4.3%) |
| 2 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4,528,873 | 6.79% | $77.4M | +81,289 (+1.8%) |
| 3 | GOLDMAN SACHS GROUP INC | 1,578,662 | 2.37% | $27.0M | +155,848 (+11.0%) |
| 4 | JPMORGAN CHASE & CO | 1,431,306 | 2.15% | $25.0M | +29,085 (+2.1%) |
| 5 | BOWEN HANES & CO INC | 1,016,000 | 1.52% | $20.0M | — |
| 6 | MORGAN STANLEY | 636,887 | 0.95% | $10.9M | -285,400 (-30.9%) |
| 7 | UBS Group AG | 514,190 | 0.77% | $8.8M | +141,197 (+37.9%) |
| 8 | Blackstone Inc. | 421,332 | 0.63% | $7.2M | -19,604 (-4.4%) |
| 9 | JANE STREET GROUP, LLC | 269,539 | 0.40% | $4.6M | NEW |
| 10 | Fractal Investments LLC | 214,864 | 0.32% | $3.7M | — |
| 11 | RAYMOND JAMES FINANCIAL INC | 212,633 | 0.32% | $3.6M | -3,921 (-1.8%) |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 205,071 | 0.31% | $3.5M | +10,501 (+5.4%) |
| 13 | Lido Advisors, LLC | 202,235 | 0.30% | $3.5M | +2,643 (+1.3%) |
| 14 | Cambridge Investment Research Advisors, Inc. | 173,352 | 0.26% | $3.0M | +97,151 (+127.5%) |
| 15 | HRT FINANCIAL LP | 158,658 | 0.24% | $2.7M | +127,817 (+414.4%) |
| 16 | LPL Financial LLC | 151,620 | 0.23% | $2.6M | +11,944 (+8.6%) |
| 17 | CIBC Bancorp USA Inc. | 150,869 | 0.23% | $2.6M | NEW |
| 18 | LEVIN CAPITAL STRATEGIES, L.P. | 145,722 | 0.22% | $2.5M | -4,101 (-2.7%) |
| 19 | CITADEL ADVISORS LLC | 138,979 | 0.21% | $2.4M | +107,483 (+341.3%) |
| 20 | WELLS FARGO & COMPANY/MN | 83,141 | 0.12% | $1.4M | +16,161 (+24.1%) |
| 21 | Private Advisor Group, LLC | 82,358 | 0.12% | $1.4M | +4,506 (+5.8%) |
| 22 | FEDERATED HERMES, INC. | 68,476 | 0.10% | $1.2M | -2,930 (-4.1%) |
| 23 | Cetera Investment Advisers | 67,297 | 0.10% | $1.2M | +6,327 (+10.4%) |
| 24 | OSAIC HOLDINGS, INC. | 66,223 | 0.10% | $1.1M | +7,091 (+12.0%) |
| 25 | MONETA GROUP INVESTMENT ADVISORS LLC | 64,972 | 0.10% | $1.1M | — |
| 26 | BANK OF AMERICA CORP /DE/ | 61,006 | 0.09% | $1.0M | -11,751 (-16.2%) |
| 27 | Mariner, LLC | 54,589 | 0.08% | $933K | -327 (-0.6%) |
| 28 | Summit Financial, LLC | 54,066 | 0.08% | $925K | +6 (+0.0%) |
| 29 | Janney Montgomery Scott LLC | 53,815 | 0.08% | $920K | -334 (-0.6%) |
| 30 | SageGuard Financial Group, LLC | 52,879 | 0.08% | $904K | -5,257 (-9.0%) |
| 31 | Pathstone Holdings, LLC | 51,854 | 0.08% | $887K | — |
| 32 | ING GROEP NV | 51,600 | 0.08% | $882K | -63,500 (-55.2%) |
| 33 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | 46,597 | 0.07% | $797K | NEW |
| 34 | PNC Financial Services Group, Inc. | 46,546 | 0.07% | $796K | +600 (+1.3%) |
| 35 | Evercore Wealth Management, LLC | 45,438 | 0.07% | $777K | — |
| 36 | BNP PARIBAS FINANCIAL MARKETS | 44,279 | 0.07% | $757K | +34,570 (+356.1%) |
| 37 | Smith Asset Management Co., LLC | 41,451 | 0.06% | $709K | -565 (-1.3%) |
| 38 | ICON ADVISERS INC/CO | 36,914 | 0.06% | $631K | — |
| 39 | Wealthstar Advisors, LLC | 34,162 | 0.05% | $584K | +1,538 (+4.7%) |
| 40 | Creative Planning | 33,979 | 0.05% | $581K | -3,629 (-9.6%) |
| 41 | PARK CIRCLE Co | 33,000 | 0.05% | $565K | — |
| 42 | LYNX CAPITAL GROUP LTD /ADV | 31,844 | 0.05% | $545K | — |
| 43 | SHRIER WEALTH MANAGEMENT, LLC | 30,862 | 0.05% | $528K | +295 (+1.0%) |
| 44 | STIFEL FINANCIAL CORP | 28,125 | 0.04% | $481K | -1,707 (-5.7%) |
| 45 | Allspring Global Investments Holdings, LLC | 26,300 | 0.04% | $450K | — |
| 46 | Aristides Capital LLC | 26,222 | 0.04% | $448K | +1,960 (+8.1%) |
| 47 | Archer Investment Corp | 22,300 | 0.03% | $381K | +11,150 (+100.0%) |
| 48 | GREENUP STREET WEALTH MANAGEMENT LLC | 21,706 | 0.03% | $371K | — |
| 49 | ROYAL BANK OF CANADA | 21,640 | 0.03% | $370K | -4,936 (-18.6%) |
| 50 | Clearwave Capital, LLC | 21,423 | 0.03% | $366K | +37 (+0.2%) |
| 51 | Jump Financial, LLC | 19,827 | 0.03% | $339K | -990 (-4.8%) |
| 52 | Virtu Financial LLC | 18,904 | 0.03% | $323K | NEW |
| 53 | Permanent Capital Management, LP | 18,114 | 0.03% | $310K | — |
| 54 | XTX Topco Ltd | 17,959 | 0.03% | $307K | NEW |
| 55 | October Effect Ltd | 16,900 | 0.03% | $289K | -200 (-1.2%) |
| 56 | State of Wyoming | 16,852 | 0.03% | $288K | -4,235 (-20.1%) |
| 57 | BLAIR WILLIAM & CO/IL | 16,665 | 0.02% | $285K | +91 (+0.5%) |
| 58 | Tidal Investments LLC | 16,511 | 0.02% | $282K | +1,254 (+8.2%) |
| 59 | KESTRA PRIVATE WEALTH SERVICES, LLC | 16,033 | 0.02% | $274K | — |
| 60 | Cherokee Insurance Co | 16,000 | 0.02% | $274K | — |
| 61 | Aspire Private Capital, LLC | 15,473 | 0.02% | $265K | +91 (+0.6%) |
| 62 | AE Wealth Management LLC | 15,337 | 0.02% | $262K | -193 (-1.2%) |
| 63 | INDEPENDENT FINANCIAL GROUP, LLC | 15,134 | 0.02% | $259K | +25 (+0.2%) |
| 64 | Advisory Services Network, LLC | 15,097 | 0.02% | $258K | +5,509 (+57.5%) |
| 65 | Kestra Advisory Services, LLC | 15,025 | 0.02% | $257K | +2,677 (+21.7%) |
| 66 | NEUBERGER BERMAN GROUP LLC | 14,500 | 0.02% | $248K | — |
| 67 | &PARTNERS | 14,421 | 0.02% | $247K | -1,678 (-10.4%) |
| 68 | JONES FINANCIAL COMPANIES LLLP | 14,255 | 0.02% | $248K | +1,939 (+15.7%) |
| 69 | Legacy Financial Strategies, LLC | 14,000 | 0.02% | $239K | — |
| 70 | Wealth Advisors of Tampa Bay, LLC | 13,455 | 0.02% | $230K | — |
| 71 | Secure Asset Management, LLC | 13,427 | 0.02% | $230K | -868 (-6.1%) |
| 72 | CAPTRUST FINANCIAL ADVISORS | 13,365 | 0.02% | $229K | -1,703 (-11.3%) |
| 73 | HighTower Advisors, LLC | 12,895 | 0.02% | $221K | -2,808 (-17.9%) |
| 74 | WealthCare Investment Partners, LLC | 12,846 | 0.02% | $220K | +208 (+1.6%) |
| 75 | COMMERCE BANK | 12,171 | 0.02% | $208K | — |
| 76 | Viaable, LLC | 12,169 | 0.02% | $212K | NEW |
| 77 | Koshinski Asset Management, Inc. | 12,000 | 0.02% | $205K | — |
| 78 | Arrow Investment Advisors, LLC | 11,291 | 0.02% | $193K | NEW |
| 79 | LRI Investments, LLC | 11,270 | 0.02% | $193K | — |
| 80 | Oxbow Advisors, LLC | 11,080 | 0.02% | $189K | — |
| 81 | Ethos Financial Group, LLC | 10,666 | 0.02% | $182K | -10,733 (-50.2%) |
| 82 | Stratos Wealth Partners, LTD. | 10,511 | 0.02% | $180K | -577 (-5.2%) |
| 83 | State of Tennessee, Department of Treasury | 9,684 | 0.01% | $166K | NEW |
| 84 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 8,000 | 0.01% | $137K | — |
| 85 | Steward Partners Investment Advisory, LLC | 7,476 | 0.01% | $128K | -93 (-1.2%) |
| 86 | HARBOUR INVESTMENTS, INC. | 7,300 | 0.01% | $125K | — |
| 87 | BOKF, NA | 5,883 | 0.01% | $101K | — |
| 88 | Ares Systematic Credit Ltd | 5,792 | 0.01% | $99K | NEW |
| 89 | Advocate Investing Services LLC | 5,500 | 0.01% | $94K | -41,260 (-88.2%) |
| 90 | Allworth Financial LP | 5,145 | 0.01% | $88K | — |
| 91 | Farmers & Merchants Trust Co of Chambersburg PA | 5,000 | 0.01% | $86K | — |
| 92 | Geneos Wealth Management Inc. | 4,750 | 0.01% | $81K | — |
| 93 | Princeton Global Asset Management LLC | 4,748 | 0.01% | $81K | +8 (+0.2%) |
| 94 | TRUST CO OF TOLEDO NA /OH/ | 4,556 | 0.01% | $78K | — |
| 95 | BARCLAYS PLC | 3,090 | 0.00% | $53K | +236 (+8.3%) |
| 96 | NewEdge Advisors, LLC | 2,561 | 0.00% | $44K | -2,825 (-52.5%) |
| 97 | Spire Wealth Management | 2,389 | 0.00% | $41K | — |
| 98 | Truvestments Capital LLC | 2,200 | 0.00% | $38K | +200 (+10.0%) |
| 99 | GROUP ONE TRADING LLC | 2,151 | 0.00% | $37K | -181 (-7.8%) |
| 100 | WHITTIER TRUST CO OF NEVADA INC | 2,121 | 0.00% | $38K | -2,319 (-52.2%) |
| 101 | VISION FINANCIAL MARKETS LLC | 2,000 | 0.00% | $35K | — |
| 102 | HIGHLINE WEALTH PARTNERS LLC | 2,000 | 0.00% | $34K | NEW |
| 103 | Triumph Capital Management | 1,920 | 0.00% | $33K | -715 (-27.1%) |
| 104 | Arax Advisory Partners | 1,896 | 0.00% | $32K | NEW |
| 105 | Farther Finance Advisors, LLC | 1,813 | 0.00% | $31K | +450 (+33.0%) |
| 106 | COMPASS FINANCIAL MANAGEMENT LLC | 1,593 | 0.00% | $29K | NEW |
| 107 | Aventura Private Wealth, LLC | 1,311 | 0.00% | $22K | — |
| 108 | CENTRAL TRUST Co | 1,275 | 0.00% | $22K | — |
| 109 | Dorato Capital Management | 1,171 | 0.00% | $21K | +19 (+1.6%) |
| 110 | PFS Partners, LLC | 1,118 | 0.00% | $19K | — |
| 111 | Vision Retirement, LLC | 1,052 | 0.00% | $18K | — |
| 112 | Costello Asset Management, INC | 1,006 | 0.00% | $17K | +16 (+1.6%) |
| 113 | KELLEHER FINANCIAL ADVISORS | 982 | 0.00% | $17K | — |
| 114 | LANARK FINANCIAL, INC. | 772 | 0.00% | $13K | — |
| 115 | Founders Capital Management | 677 | 0.00% | $12K | -600 (-47.0%) |
| 116 | Community Bank, N.A. | 660 | 0.00% | $11K | — |
| 117 | Tower Research Capital LLC (TRC) | 657 | 0.00% | $11K | -23 (-3.4%) |
| 118 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 646 | 0.00% | $11K | +10 (+1.6%) |
| 119 | N.E.W. Advisory Services LLC | 600 | 0.00% | $10K | — |
| 120 | IFP Advisors, Inc | 600 | 0.00% | $10K | — |
| 121 | Front Row Advisors LLC | 481 | 0.00% | $8K | — |
| 122 | SIGNATUREFD, LLC | 450 | 0.00% | $8K | +265 (+143.2%) |
| 123 | Global Retirement Partners, LLC | 400 | 0.00% | $7K | NEW |
| 124 | NBT BANK, N.A. | 300 | 0.00% | $5K | — |
| 125 | Russell Investments Group, Ltd. | 259 | 0.00% | $4K | -5 (-1.9%) |
| 126 | MB, LEVIS & ASSOCIATES, LLC | 226 | 0.00% | $4K | +4 (+1.8%) |
| 127 | Markowski Investments | 217 | 0.00% | $4K | NEW |
| 128 | HUNTINGTON NATIONAL BANK | 201 | 0.00% | $3K | — |
| 129 | Main Street Group, LTD | 200 | 0.00% | $3K | — |
| 130 | HANTZ FINANCIAL SERVICES, INC. | 175 | 0.00% | $3K | NEW |
| 131 | MONTAG A & ASSOCIATES INC | 166 | 0.00% | $3K | — |
| 132 | Strategic Investment Solutions, Inc. /IL | 165 | 0.00% | $3K | +3 (+1.9%) |
| 133 | Glen Eagle Advisors, LLC | 132 | 0.00% | $2K | — |
| 134 | Cornerstone National Bank & Trust Co | 108 | 0.00% | $2K | — |
| 135 | Godfrey Financial Associates, Inc. | 100 | 0.00% | $2K | — |
| 136 | SHP Wealth Management | 100 | 0.00% | $2K | NEW |
| 137 | DELTA ASSET MANAGEMENT LLC/TN | 61 | 0.00% | $1K | — |
| 138 | BlackRock, Inc. | 54 | 0.00% | $923 | — |
| 139 | Continuum Advisory, LLC | 50 | 0.00% | $855 | NEW |
| 140 | NFSG Corp | 32 | 0.00% | $547 | — |
| 141 | Fourth Dimension Wealth, LLC | 27 | 0.00% | $462 | — |
| 142 | Parallel Advisors, LLC | 27 | 0.00% | $462 | — |
Exited since 2026-03-31 (18 filers; largest 18 shown)
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 |
|---|---|---|---|---|---|
| Alerian MLP ETF | SCHEDULE 13G/A | 2026-09-10 | 2026-06-30 | 14,720,155 | 22.19% |
| ALPS Advisors, Inc. | SCHEDULE 13G/A | 2026-09-10 | 2026-06-30 | 14,720,155 | 22.19% |
| Global X Management CO LLC | SCHEDULE 13G/A | 2025-05-15 | 2025-03-31 | 4,249,304 | 6.54% |
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.