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.

Lloyds Banking Group plc

CIK 0001160106LLDTFLLOBFLYG· quarter ending 2026-06-30

Shares outstanding

58,885,743,602

as of 2025-12-31 · 20-F cover page, filed 2026-02-13

Held by 13F filers

600,043,555

1.0% of shares outstanding

Holders

614

+41 vs 2026-03-31 · 95 new, 54 exited

Value

$3.5B

shares -2.0% vs prior quarter

Share classes (cover page of the 20-F filed 2026-02-13, as of 2025-12-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	yes · NYSE	58,885,743,602	600,043,555	1.0%	614	539439109

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

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	539439109	SPONSORED ADR	614	600,043,555	58,885,743,602	1.0%	$3.5B	9 call / 5 put	NPORT	holders →
	G5533W248	COMnot common	1	840,026	—	—	$1.2M	—	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. 1 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 614 · 539439109)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	FMR LLC	51,014,992	0.09%	$297.4M	+2,495,732 (+5.1%)
2	Mondrian Investment Partners LTD	49,945,225	0.08%	$291.2M	-1,924,355 (-3.7%)
3	MORGAN STANLEY	42,671,550	0.07%	$248.8M	+17,301,757 (+68.2%)
4	JPMORGAN CHASE & CO	31,757,731	0.05%	$182.6M	+6,851,064 (+27.5%)
5	GOLDMAN SACHS GROUP INC	26,503,021	0.05%	$154.5M	+1,302,279 (+5.2%)
6	WCM INVESTMENT MANAGEMENT, LLC	26,155,105	0.04%	$150.4M	-393,129 (-1.5%)
7	NORTHERN TRUST CORP	23,632,830	0.04%	$137.8M	-25,708 (-0.1%)
8	Fisher Asset Management, LLC	21,504,433	0.04%	$125.4M	-132,004,179 (-86.0%)
9	BNP PARIBAS FINANCIAL MARKETS	18,122,890	0.03%	$105.7M	+17,700,671 (+4192.3%)
10	CITIGROUP INC	16,746,452	0.03%	$97.6M	+16,142,762 (+2674.0%)
11	CIBC Bancorp USA Inc.	15,053,607	0.03%	$87.8M	-441,558 (-2.8%)
12	First Eagle Investment Management, LLC	14,003,514	0.02%	$81.6M	+6,599,361 (+89.1%)
13	DIMENSIONAL FUND ADVISORS LP	12,861,050	0.02%	$75.0M	+30,713 (+0.2%)
14	ENVESTNET ASSET MANAGEMENT INC	12,564,633	0.02%	$73.3M	+351,626 (+2.9%)
15	AMERICAN CENTURY COMPANIES INC	12,027,892	0.02%	$70.1M	+514,150 (+4.5%)
16	JANE STREET GROUP, LLC	10,930,525	0.02%	$63.7M	-938,065 (-7.9%)
17	Optiver Holding B.V.	10,812,139	0.02%	$63.0M	+8,325,494 (+334.8%)
18	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	10,236,228	0.02%	$59.7M	+3,364,728 (+49.0%)
19	BlackRock, Inc.	9,928,067	0.02%	$57.9M	-455,698 (-4.4%)
20	MILLENNIUM MANAGEMENT LLC	8,098,237	0.01%	$47.2M	+1,723,600 (+27.0%)
21	BANK OF AMERICA CORP /DE/	8,005,022	0.01%	$46.7M	+222,310 (+2.9%)
22	Qube Research & Technologies Ltd	6,288,166	0.01%	$36.7M	+4,051,494 (+181.1%)
23	ABC ARBITRAGE SA	5,689,418	0.01%	$33.2M	+5,658,508 (+18306.4%)
24	BANK OF MONTREAL /CAN/	5,235,547	0.01%	$30.5M	+4,804,142 (+1113.6%)
25	VOLORIDGE INVESTMENT MANAGEMENT, LLC	5,201,812	0.01%	$30.3M	+1,760,768 (+51.2%)
26	Crossmark Global Holdings, Inc.	4,844,087	0.01%	$28.2M	-9,278 (-0.2%)
27	AQR CAPITAL MANAGEMENT LLC	4,792,690	0.01%	$27.9M	+1,796,125 (+59.9%)
28	ASSETMARK, INC	4,635,820	0.01%	$27.0M	+785,827 (+20.4%)
29	HRT FINANCIAL LP	4,452,905	0.01%	$26.0M	NEW
30	WELLS FARGO & COMPANY/MN	3,581,617	0.01%	$20.9M	-168,719 (-4.5%)
31	CITADEL ADVISORS LLC	3,524,847	0.01%	$20.5M	+2,964,015 (+528.5%)
32	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3,471,365	0.01%	$20.2M	+280,834 (+8.8%)
33	Janney Montgomery Scott LLC	3,093,483	0.01%	$18.0M	-19,981 (-0.6%)
34	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2,964,818	0.01%	$17.3M	+458,862 (+18.3%)
35	RAYMOND JAMES FINANCIAL INC	2,943,648	0.00%	$17.2M	+180,081 (+6.5%)
36	NATIXIS ADVISORS, LLC	2,630,122	0.00%	$15.3M	+102,288 (+4.0%)
37	LPL Financial LLC	2,337,659	0.00%	$13.6M	+156,983 (+7.2%)
38	Point72 Asset Management, L.P.	2,262,925	0.00%	$13.2M	-1,715,632 (-43.1%)
39	Schonfeld Strategic Advisors LLC	2,204,316	0.00%	$12.9M	NEW
40	CIBC WORLD MARKET INC.	2,199,518	0.00%	$12.8M	-22,361 (-1.0%)
41	MARSHALL WACE, LLP	2,109,294	0.00%	$12.3M	-2,776,611 (-56.8%)
42	CAPITAL FUND MANAGEMENT S.A.	2,093,662	0.00%	$12.2M	+1,359,141 (+185.0%)
43	Clearbridge Investments, LLC	1,998,538	0.00%	$11.7M	-19,305 (-1.0%)
44	Aquatic Capital Management LLC	1,964,677	0.00%	$11.5M	+1,888,528 (+2480.0%)
45	Trexquant Investment LP	1,891,954	0.00%	$11.0M	+810,229 (+74.9%)
46	Cetera Investment Advisers	1,817,733	0.00%	$10.6M	-152,926 (-7.8%)
47	Farringdon Capital, Ltd.	1,797,519	0.00%	$10.5M	NEW
48	QRG CAPITAL MANAGEMENT, INC.	1,731,571	0.00%	$10.1M	+185,523 (+12.0%)
49	Creative Planning	1,531,629	0.00%	$8.9M	+32,709 (+2.2%)
50	TD Waterhouse Canada Inc.	1,494,395	0.00%	$8.8M	-266,231 (-15.1%)
51	MML INVESTORS SERVICES, LLC	1,453,513	0.00%	$8.5M	+442,758 (+43.8%)
52	Ethic Inc.	1,439,559	0.00%	$8.4M	-39,070 (-2.6%)
53	UBS Group AG	1,431,159	0.00%	$8.3M	-62,884 (-4.2%)
54	BI Asset Management Fondsmaeglerselskab A/S	1,419,244	0.00%	$8.3M	NEW
55	NINE MASTS CAPITAL Ltd	1,384,610	0.00%	$8.1M	NEW
56	LOGAN CAPITAL MANAGEMENT INC	1,374,230	0.00%	$8.0M	NEW
57	EAGLE GLOBAL ADVISORS LLC	1,290,000	0.00%	$7.5M	+285,000 (+28.4%)
58	Y-Intercept (Hong Kong) Ltd	1,261,414	0.00%	$7.4M	NEW
59	OLD MISSION CAPITAL LLC	1,257,130	0.00%	$7.3M	NEW
60	ROYAL BANK OF CANADA	1,222,547	0.00%	$7.1M	+19,724 (+1.6%)
61	STIFEL FINANCIAL CORP	1,188,031	0.00%	$6.9M	-1,810 (-0.2%)
62	Henry James International Management Inc.	1,157,361	0.00%	$6.7M	+476,367 (+70.0%)
63	XTX Topco Ltd	1,154,325	0.00%	$6.7M	+1,040,865 (+917.4%)
64	Focus Partners Wealth	1,148,141	0.00%	$6.7M	+61,920 (+5.7%)
65	Mariner, LLC	1,142,245	0.00%	$6.7M	+38,328 (+3.5%)
66	Beck Bode, LLC	1,138,120	0.00%	$6.6M	+13,664 (+1.2%)
67	RITHOLTZ WEALTH MANAGEMENT	1,095,240	0.00%	$6.4M	+47,114 (+4.5%)
68	MERCER GLOBAL ADVISORS INC /ADV	1,049,668	0.00%	$6.1M	-45,646 (-4.2%)
69	Gradient Investments LLC	1,038,552	0.00%	$6.1M	+57,950 (+5.9%)
70	Pathstone Holdings, LLC	1,035,643	0.00%	$6.0M	+40,311 (+4.1%)
71	Integrated Quantitative Investments LLC	1,029,049	0.00%	$6.0M	+124,441 (+13.8%)
72	Bank of New York Mellon Corp	958,770	0.00%	$5.6M	+5,356 (+0.6%)
73	HighTower Advisors, LLC	930,231	0.00%	$5.4M	-19,706 (-2.1%)
74	Nuveen, LLC	899,765	0.00%	$5.2M	NEW
75	Rockefeller Capital Management L.P.	887,582	0.00%	$5.2M	+9,800 (+1.1%)
76	MANNING & NAPIER ADVISORS LLC	831,808	0.00%	$4.8M	+830,104 (+48715.0%)
77	Vanguard Personalized Indexing Management, LLC	800,490	0.00%	$4.7M	+37,859 (+5.0%)
78	AMERIPRISE FINANCIAL INC	742,245	0.00%	$4.3M	+40,689 (+5.8%)
79	SEI INVESTMENTS CO	728,006	0.00%	$4.2M	+39,661 (+5.8%)
80	Symmetry Investments LP	693,000	0.00%	$4.0M	-218,500 (-24.0%)
81	Tower Research Capital LLC (TRC)	675,596	0.00%	$3.9M	+664,309 (+5885.6%)
82	Squarepoint Ops LLC	642,950	0.00%	$3.7M	+258,941 (+67.4%)
83	Cerity Partners LLC	640,341	0.00%	$3.7M	+12,777 (+2.0%)
84	US BANCORP \DE\	630,200	0.00%	$3.7M	+107,682 (+20.6%)
85	JONES FINANCIAL COMPANIES LLLP	622,216	0.00%	$3.5M	+104,537 (+20.2%)
86	PRICE T ROWE ASSOCIATES INC /MD/	597,695	0.00%	$3.5M	-38,335 (-6.0%)
87	OPPENHEIMER ASSET MANAGEMENT INC.	552,552	0.00%	$3.2M	-13,899 (-2.5%)
88	NEUBERGER BERMAN GROUP LLC	549,703	0.00%	$3.2M	-12,214 (-2.2%)
89	PNC Financial Services Group, Inc.	527,979	0.00%	$3.1M	+45,830 (+9.5%)
90	M&T Bank Corp	513,516	0.00%	$3.0M	-6,032 (-1.2%)
91	NEW YORK STATE COMMON RETIREMENT FUND	477,622	0.00%	$2.8M	—
92	Russell Investments Group, Ltd.	476,310	0.00%	$2.8M	+74,137 (+18.4%)
93	TUDOR INVESTMENT CORP ET AL	475,209	0.00%	$2.8M	NEW
94	Vident Advisory, LLC	472,440	0.00%	$2.8M	+19,586 (+4.3%)
95	TWO SIGMA INVESTMENTS, LP	458,500	0.00%	$2.7M	+46,400 (+11.3%)
96	HANTZ FINANCIAL SERVICES, INC.	456,401	0.00%	$2.7M	+100,960 (+28.4%)
97	Naviter Wealth, LLC	451,862	0.00%	$2.6M	+84,001 (+22.8%)
98	Capricorn Fund Managers Ltd	450,000	0.00%	$2.6M	NEW
99	HF Advisory Group, LLC	445,833	0.00%	$2.6M	+57,457 (+14.8%)
100	OSAIC HOLDINGS, INC.	427,616	0.00%	$2.5M	+44,727 (+11.7%)
101	NewEdge Wealth, LLC	423,223	0.00%	$2.5M	+14,170 (+3.5%)
102	BTC Capital Management, Inc.	421,179	0.00%	$2.5M	+6,296 (+1.5%)
103	JCIC Asset Management Inc.	416,850	0.00%	$2.1M	—
104	Compound Planning, Inc.	415,779	0.00%	$2.4M	-88,722 (-17.6%)
105	Global Retirement Partners, LLC	408,648	0.00%	$2.4M	NEW
106	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	408,270	0.00%	$2.4M	—
107	TRUIST FINANCIAL CORP	407,867	0.00%	$2.4M	+13,839 (+3.5%)
108	Vestmark Advisory Solutions, Inc.	402,448	0.00%	$2.3M	+7,698 (+2.0%)
109	FACTORY MUTUAL INSURANCE CO	400,442	0.00%	$2.3M	NEW
110	Engineers Gate Manager LP	394,145	0.00%	$2.3M	+156,739 (+66.0%)
111	FIRST TRUST ADVISORS LP	392,268	0.00%	$2.3M	-120,461 (-23.5%)
112	Caprock Group, LLC	391,673	0.00%	$2.3M	+3,019 (+0.8%)
113	EQUITABLE TRUST CO	379,030	0.00%	$2.2M	+39 (+0.0%)
114	ELEVATION POINT WEALTH PARTNERS, LLC	376,318	0.00%	$2.2M	+11,262 (+3.1%)
115	CAPTRUST FINANCIAL ADVISORS	375,421	0.00%	$2.2M	+44,685 (+13.5%)
116	Royal Palms Capital LLC	374,661	0.00%	$2.2M	-1,000 (-0.3%)
117	Orion Porfolio Solutions, LLC	369,578	0.00%	$2.2M	+86,308 (+30.5%)
118	Connor, Clark & Lunn Investment Management Ltd.	364,656	0.00%	$2.1M	NEW
119	Atria Investments, Inc	362,695	0.00%	$2.1M	-27,459 (-7.0%)
120	Laird Norton Wetherby Trust Company, LLC	357,019	0.00%	$2.1M	+9,929 (+2.9%)
121	Empowered Funds, LLC	356,236	0.00%	$2.1M	+55,171 (+18.3%)
122	TWIN CITY PRIVATE WEALTH, LLC	355,605	0.00%	$2.1M	+5,487 (+1.6%)
123	PRINCIPAL SECURITIES, INC.	346,943	0.00%	$2.0M	+1,775 (+0.5%)
124	GQG Partners LLC	341,126	0.00%	$2.0M	NEW
125	Callan Family Office, LLC	341,114	0.00%	$2.0M	+21,504 (+6.7%)
126	PARK AVENUE SECURITIES LLC	336,738	0.00%	$2.0M	+4,872 (+1.5%)
127	SUSQUEHANNA INTERNATIONAL GROUP, LLP	331,881	0.00%	$1.9M	+225,111 (+210.8%)
128	QUADRANT CAPITAL GROUP LLC	321,802	0.00%	$1.9M	—
129	GLENMEDE TRUST CO NA	316,698	0.00%	$1.8M	+2,811 (+0.9%)
130	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	313,567	0.00%	$1.8M	—
131	COOKSON PEIRCE & CO INC	307,663	0.00%	$1.8M	-16,920 (-5.2%)
132	FRANKLIN RESOURCES INC	302,273	0.00%	$1.8M	-2,296 (-0.8%)
133	SIGNATUREFD, LLC	301,587	0.00%	$1.8M	-6,884 (-2.2%)
134	RHUMBLINE ADVISERS	279,929	0.00%	$1.6M	+33,838 (+13.8%)
135	NLB Skladi, upravljanje premozenja, d.o.o.	278,900	0.00%	$1.6M	—
136	Invesco Ltd.	277,855	0.00%	$1.6M	+124,658 (+81.4%)
137	BESSEMER GROUP INC	272,348	0.00%	$1.6M	+1,947 (+0.7%)
138	Cambridge Investment Research Advisors, Inc.	256,158	0.00%	$1.5M	+132,982 (+108.0%)
139	Sanctuary Advisors, LLC	254,940	0.00%	$1.5M	+34,767 (+15.8%)
140	Arax Advisory Partners	253,609	0.00%	$1.5M	+182,204 (+255.2%)
141	IEQ CAPITAL, LLC	249,216	0.00%	$1.5M	-34,666 (-12.2%)
142	1832 Asset Management L.P.	244,846	0.00%	$1.4M	+15,518 (+6.8%)
143	Revisor Wealth Management LLC	243,650	0.00%	$1.4M	-2,496 (-1.0%)
144	Voya Financial Advisors, Inc.	241,490	0.00%	$1.4M	-14,637 (-5.7%)
145	CHOREO, LLC	238,666	0.00%	$1.4M	+5,468 (+2.3%)
146	&PARTNERS	231,929	0.00%	$1.4M	-2,717 (-1.2%)
147	INTRUST BANK NA	229,858	0.00%	$1.3M	-5,903 (-2.5%)
148	GROUP ONE TRADING LLC	226,621	0.00%	$1.3M	+113,145 (+99.7%)
149	KEYBANK NATIONAL ASSOCIATION/OH	225,147	0.00%	$1.3M	+41,010 (+22.3%)
150	CIBC Asset Management Inc	222,424	0.00%	$1.3M	+22,486 (+11.2%)
151	Patriot Financial Group Insurance Agency, LLC	215,474	0.00%	$1.3M	-174,618 (-44.8%)
152	Dynasty Wealth Management, LLC	214,363	0.00%	$1.2M	-19,492 (-8.3%)
153	FLOW TRADERS U.S. LLC	211,155	0.00%	$1.2M	NEW
154	Corient Private Wealth LP	209,500	0.00%	$1.2M	-13,192 (-5.9%)
155	Quantbot Technologies LP	207,742	0.00%	$1.2M	+72,639 (+53.8%)
156	Allspring Global Investments Holdings, LLC	199,490	0.00%	$1.2M	+13,468 (+7.2%)
157	Aaron Wealth Advisors LLC	196,676	0.00%	$1.1M	+6,538 (+3.4%)
158	Qtron Investments LLC	192,046	0.00%	$1.1M	+6,687 (+3.6%)
159	Kathmere Capital Management, LLC	184,422	0.00%	$1.1M	+18,837 (+11.4%)
160	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	178,949	0.00%	$1.1M	+49,654 (+38.4%)
161	COLDSTREAM CAPITAL MANAGEMENT INC	178,898	0.00%	$1.0M	-113,521 (-38.8%)
162	Ellevest, Inc.	177,187	0.00%	$1.0M	+15,198 (+9.4%)
163	Legacy Wealth Asset Management, LLC	172,636	0.00%	$1.0M	-1,381 (-0.8%)
164	Ballentine Partners, LLC	172,325	0.00%	$1.0M	+366 (+0.2%)
165	PINNACLE ASSOCIATES LTD	166,048	0.00%	$968K	—
166	Smartleaf Asset Management LLC	164,084	0.00%	$943K	—
167	Snowden Capital Advisors LLC	157,921	0.00%	$921K	+1,653 (+1.1%)
168	Summit Trail Advisors, LLC	156,280	0.00%	$911K	-94 (-0.1%)
169	MARINO, STRAM & ASSOCIATES LLC	152,911	0.00%	$891K	+1,071 (+0.7%)
170	Integrated Wealth Concepts LLC	152,533	0.00%	$889K	-32,291 (-17.5%)
171	Vise Technologies, Inc.	151,998	0.00%	$886K	+23,636 (+18.4%)
172	Balyasny Asset Management L.P.	147,979	0.00%	$863K	-600,773 (-80.2%)
173	TWO SIGMA SECURITIES, LLC	144,608	0.00%	$843K	NEW
174	Equitable Holdings, Inc.	140,623	0.00%	$820K	+118,457 (+534.4%)
175	SYON CAPITAL LLC	139,960	0.00%	$816K	+999 (+0.7%)
176	SIMPLEX TRADING, LLC	136,385	0.00%	$795K	+38,666 (+39.6%)
177	Sivia Capital Partners, LLC	135,445	0.00%	$790K	-72,455 (-34.9%)
178	CONNABLE OFFICE INC	133,578	0.00%	$779K	-2,213 (-1.6%)
179	FORTRESS PRIVATE LEDGER, LLC	130,781	0.00%	$762K	+15,527 (+13.5%)
180	Savant Capital, LLC	129,224	0.00%	$704K	+66,762 (+106.9%)
181	UNITED CAPITAL FINANCIAL ADVISORS, LLC	126,671	0.00%	$738K	+1,841 (+1.5%)
182	Blue Trust, Inc.	124,503	0.00%	$726K	-3,858 (-3.0%)
183	PERSONAL CFO SOLUTIONS, LLC	120,012	0.00%	$700K	+853 (+0.7%)
184	EVERGREEN CAPITAL MANAGEMENT LLC	117,638	0.00%	$686K	-1,800 (-1.5%)
185	Sequoia Financial Advisors, LLC	117,216	0.00%	$683K	-4,254 (-3.5%)
186	Mutual Advisors, LLC	113,098	0.00%	$659K	+34,626 (+44.1%)
187	Apollon Wealth Management, LLC	110,702	0.00%	$645K	+1,183 (+1.1%)
188	MGO ONE SEVEN LLC	110,143	0.00%	$642K	-302 (-0.3%)
189	Edge Wealth Management LLC	110,000	0.00%	$641K	—
190	Aprio Wealth Management, LLC	108,247	0.00%	$631K	+5,175 (+5.0%)
191	May Hill Capital, LLC	107,244	0.00%	$625K	+6,556 (+6.5%)
192	Gallacher Capital Management LLC	107,239	0.00%	$625K	-57,053 (-34.7%)
193	Papamarkou Wellner Asset Management inc.	104,100	0.00%	$607K	—
194	Dorsey & Whitney Trust CO LLC	103,020	0.00%	$601K	+3,019 (+3.0%)
195	GeoWealth Management, LLC	102,196	0.00%	$596K	-529 (-0.5%)
196	Drucker Wealth 3.0, LLC	101,152	0.00%	$590K	-4,309 (-4.1%)
197	STEPHENS INC /AR/	101,097	0.00%	$589K	-21,247 (-17.4%)
198	Cetera Trust Company, N.A	99,725	0.00%	$581K	—
199	GAMMA Investing LLC	95,365	0.00%	$556K	+10,425 (+12.3%)
200	Farther Finance Advisors, LLC	95,017	0.00%	$554K	+5,364 (+6.0%)
201	EAGLE ROCK INVESTMENT COMPANY, LLC	93,759	0.00%	$547K	—
202	HB Wealth Management, LLC	89,313	0.00%	$521K	+7,050 (+8.6%)
203	Abel Hall, LLC	89,084	0.00%	$519K	-1,439 (-1.6%)
204	Cypress Wealth Services, LLC	88,676	0.00%	$517K	-934 (-1.0%)
205	Foster Victor Wealth Advisors, LLC	86,505	0.00%	$513K	+15,370 (+21.6%)
206	BENJAMIN EDWARDS INC	86,223	0.00%	$503K	+13,295 (+18.2%)
207	Brookstone Capital Management	86,064	0.00%	$502K	-112 (-0.1%)
208	LVW Advisors, LLC	84,234	0.00%	$491K	+48,263 (+134.2%)
209	Tranquilli Financial Advisor LLC	83,749	0.00%	$488K	+3,588 (+4.5%)
210	Independent Advisor Alliance	82,442	0.00%	$481K	-4,912 (-5.6%)
211	BANK OF NOVA SCOTIA	81,665	0.00%	$480K	—
212	Bleakley Financial Group, LLC	81,162	0.00%	$473K	+40,857 (+101.4%)
213	Parallel Advisors, LLC	80,390	0.00%	$469K	+9,643 (+13.6%)
214	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	80,177	0.00%	$467K	-21,986 (-21.5%)
215	COMMONWEALTH EQUITY SERVICES, LLC	79,810	0.00%	$465K	-30,976 (-28.0%)
216	Campbell & CO Investment Adviser LLC	78,133	0.00%	$456K	+24,252 (+45.0%)
217	TRANSCEND CAPITAL ADVISORS, LLC	77,863	0.00%	$454K	+260 (+0.3%)
218	TD PRIVATE CLIENT WEALTH LLC	74,317	0.00%	$433K	+11,380 (+18.1%)
219	Steward Partners Investment Advisory, LLC	73,869	0.00%	$431K	+52,159 (+240.3%)
220	WILLIAM JOHN SEMPOLINSKI	73,020	0.00%	$426K	-13,212 (-15.3%)
221	Aegis Wealth Management LLC	70,528	0.00%	$411K	+3,996 (+6.0%)
222	SAGESPRING WEALTH PARTNERS, LLC	68,395	0.00%	$399K	+3,623 (+5.6%)
223	SmartHarvest Portfolios, LLC	67,195	0.00%	$392K	+3,039 (+4.7%)
224	Advisory Services Network, LLC	66,855	0.00%	$390K	-2,486 (-3.6%)
225	EverSource Wealth Advisors, LLC	66,821	0.00%	$390K	-42,443 (-38.8%)
226	Frec Markets, Inc.	66,416	0.00%	$387K	+4,960 (+8.1%)
227	SILVERCREST ASSET MANAGEMENT GROUP LLC	66,229	0.00%	$386K	—
228	Merit Financial Group, LLC	66,123	0.00%	$385K	+11,900 (+21.9%)
229	TRUST POINT INC.	65,773	0.00%	$383K	+12,678 (+23.9%)
230	FDx Advisors, Inc.	65,252	0.00%	$380K	-1,126 (-1.7%)
231	Foundations Investment Advisors, LLC	64,717	0.00%	$377K	-2,225 (-3.3%)
232	Ascent Group, LLC	63,998	0.00%	$373K	+7,021 (+12.3%)
233	PDS Planning, Inc	62,979	0.00%	$367K	-92 (-0.1%)
234	Alliance Wealth Advisors, LLC	62,830	0.00%	$366K	-1,155 (-1.8%)
235	Frank, Rimerman Advisors LLC	62,569	0.00%	$365K	+3,704 (+6.3%)
236	NATURAL INVESTMENTS, LLC	62,531	0.00%	$364K	+1,020 (+1.7%)
237	Greenspring Advisors, LLC	61,884	0.00%	$361K	+2,738 (+4.6%)
238	Van Diest Capital, LLC	61,605	0.00%	$359K	-64,779 (-51.3%)
239	WINTON GROUP Ltd	60,400	0.00%	$352K	-35,500 (-37.0%)
240	Pinnacle Wealth Planning Services, Inc.	60,114	0.00%	$350K	+638 (+1.1%)
241	Quantum Portfolio Management LLC	59,407	0.00%	$346K	-2,872 (-4.6%)
242	BSW Wealth Partners	59,279	0.00%	$346K	-31,184 (-34.5%)
243	Larry Mathis Financial Planning, LLC	58,725	0.00%	$342K	NEW
244	STATE STREET CORP	58,364	0.00%	$340K	-50 (-0.1%)
245	Lido Advisors, LLC	58,020	0.00%	$338K	-8,553 (-12.8%)
246	Cape Investment Advisory, Inc.	57,334	0.00%	$334K	-1,854 (-3.1%)
247	Indivisible Partners	57,308	0.00%	$334K	+8,319 (+17.0%)
248	Mattson Financial Services, LLC	56,375	0.00%	$340K	+823 (+1.5%)
249	Allworth Financial LP	56,341	0.00%	$328K	-938 (-1.6%)
250	Kestra Advisory Services, LLC	55,947	0.00%	$326K	+28,915 (+107.0%)

Exited since 2026-03-31 (54 filers; largest 25 shown)

RENAISSANCE TECHNOLOGIES LLC	−2,528,180
Brooklyn Investment Group	−602,194
SIH Partners, LLLP	−376,246
Havemeyer Place LP	−300,300
BARCLAYS PLC	−199,119
Headlands Technologies LLC	−144,834
Gibbs Wealth Management	−120,811
Voleon Capital Management LP	−114,375
Blueshift Asset Management, LLC	−102,945
CWM, LLC	−89,442
First Affirmative Financial Network	−57,044
Arlington Capital Management, Inc.	−56,043
Beverly Hills Private Wealth, LLC	−41,680
EntryPoint Capital, LLC	−38,846
Pathfinder Wealth Consulting, Inc.	−36,529
CacheTech Inc.	−28,246
CHASE INVESTMENT COUNSEL CORP	−25,181
Aigen Investment Management, LP	−24,596
EVOKE WEALTH, LLC	−24,257
Virtu Financial LLC	−24,166
Quintet Private Bank (Europe) S.A.	−24,000
Sage Investment Counsel LLC	−18,700
Abacus Wealth Partners, LLC	−17,729
EARNED WEALTH ADVISORS, LLC	−17,385
Anfield Capital Management, LLC	−16,973

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.

No structured 13D/13G filings (XML filings began Dec 2024).

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.