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 BRADESCO

CIK 0001160330BBDBBDO· quarter ending 2026-06-30

Shares outstanding

5,296,370,781

as of 2025-12-31 · 20-F cover page, filed 2026-03-25

Held by 13F filers

1,213,230,012

selection includes debt or preferreds — no % of shares outstanding

Holders

297

+6 vs 2026-03-31 · 43 new, 37 exited

Value

$4.2B

shares -1.9% vs prior quarter

Share classes (cover page of the 20-F filed 2026-03-25, as of 2025-12-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	BBD · NYSE	5,296,370,781	—	—

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
	059460303	SP ADR PFD NEWnot common	297	1,190,401,925 $22.8M principal	—	—	$4.2B	5 call / 5 put	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.

Top holders (250 of 297 · 059460303)

change vs 2026-03-31

#	Filer	Shares / principal	% of class	Value	Change
1	Aquamarine Financial (Cayman) Ltd	186,948,134	—	$649.0M	+30,100,000 (+19.2%)
2	WELLINGTON MANAGEMENT GROUP LLP	73,499,659	—	$255.0M	-4,970,038 (-6.3%)
3	ARGA Investment Management, LP	70,717,908	—	$245.4M	-4,422,031 (-5.9%)
4	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	70,716,729	—	$245.4M	-8,790,677 (-11.1%)
5	GOLDMAN SACHS GROUP INC	61,519,822	—	$213.5M	+19,169,101 (+45.3%)
6	Fisher Asset Management, LLC	51,497,981	—	$178.7M	-1,779,147 (-3.3%)
7	FRANKLIN RESOURCES INC	48,465,825	—	$168.2M	+544,863 (+1.1%)
8	BlackRock, Inc.	43,481,153	—	$150.9M	-2,383,093 (-5.2%)
9	Itau Unibanco Holding S.A.	42,672,528	—	$147.8M	-6,384,643 (-13.0%)
10	BANK OF AMERICA CORP /DE/	41,479,480	—	$143.9M	+13,400,881 (+47.7%)
11	BAILLIE GIFFORD & CO	34,838,542	—	$120.9M	-1,554,613 (-4.3%)
12	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	33,842,585	—	$119.0M	-27,203,200 (-44.6%)
13	TWO SIGMA INVESTMENTS, LP	31,169,059	—	$108.2M	-16,126,256 (-34.1%)
14	Amundi	27,803,593	—	$96.5M	+3,220,510 (+13.1%)
15	JANE STREET GROUP, LLC	26,696,112	—	$92.6M	-262,796 (-1.0%)
16	EARNEST PARTNERS LLC	22,942,199	—	$79.6M	+186,282 (+0.8%)
17	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	22,828,087	—	$79.2M	+3,487,595 (+18.0%)
18	MARSHALL WACE, LLP	18,735,839	—	$65.0M	+5,584,934 (+42.5%)
19	JONES FINANCIAL COMPANIES LLLP	17,095,421	—	$59.2M	+520,124 (+3.1%)
20	MORGAN STANLEY	14,506,626	—	$50.3M	+6,608,188 (+83.7%)
21	JPMORGAN CHASE & CO	13,916,855	—	$48.6M	-39,163 (-0.3%)
22	SEI INVESTMENTS CO	13,413,039	—	$46.5M	-5,883,938 (-30.5%)
23	AMERICAN CENTURY COMPANIES INC	12,505,860	—	$43.4M	+996,761 (+8.7%)
24	VANGUARD CAPITAL MANAGEMENT LLC	12,481,466	—	$43.3M	—
25	NATIXIS ADVISORS, LLC	12,140,483	—	$42.1M	-4,666,614 (-27.8%)
26	STATE STREET CORP	11,515,564	—	$41.6M	-1,050,132 (-8.4%)
27	D. E. Shaw & Co., Inc.	10,616,935	—	$36.8M	+8,000,697 (+305.8%)
28	Russell Investments Group, Ltd.	9,628,742	—	$33.4M	-1,547,952 (-13.8%)
29	Qube Research & Technologies Ltd	8,902,294	—	$30.9M	+3,192,952 (+55.9%)
30	SPX Gestao de Recursos Ltda	8,863,299	—	$30.8M	-2,188,675 (-19.8%)
31	Moerus Capital Management LLC	8,329,722	—	$28.9M	-77,998 (-0.9%)
32	BAMCO INC /NY/	7,302,361	—	$25.3M	-2,781,148 (-27.6%)
33	RENAISSANCE TECHNOLOGIES LLC	6,612,266	—	$22.9M	-5,703,729 (-46.3%)
34	STOREBRAND ASSET MANAGEMENT AS	6,162,116	—	$21.4M	—
35	BESSEMER GROUP INC	5,825,319	—	$20.2M	+100,530 (+1.8%)
36	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	5,391,017	—	$18.7M	+5,353,971 (+14452.2%)
37	Empowered Funds, LLC	5,321,870	—	$18.5M	NEW
38	NEW YORK STATE COMMON RETIREMENT FUND	5,158,901	—	$17.9M	—
39	Optiver Holding B.V.	4,884,142	—	$16.9M	-1,239,668 (-20.2%)
40	MACKENZIE FINANCIAL CORP	4,563,270	—	$15.8M	-3,057,611 (-40.1%)
41	Carrhae Capital LLP	4,484,271	—	$15.6M	NEW
42	HSBC HOLDINGS PLC	4,358,496	—	$15.1M	+968,886 (+28.6%)
43	NORTHERN TRUST CORP	4,328,049	—	$15.0M	-460,448 (-9.6%)
44	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	4,054,139	—	$14.1M	—
45	UBS Group AG	3,965,148	—	$13.8M	-2,924,595 (-42.4%)
46	Perpetual Ltd	3,599,934	—	$12.5M	-179,632 (-4.8%)
47	Tredje AP-fonden	3,485,119	—	$12.1M	-1,972,900 (-36.1%)
48	ACADIAN ASSET MANAGEMENT LLC	3,473,904	—	$12.1M	-7,584,953 (-68.6%)
49	Legal & General Group Plc	3,103,748	—	$10.8M	-511,881 (-14.2%)
50	RAYMOND JAMES FINANCIAL INC	2,826,694	—	$9.8M	-785,966 (-21.8%)
51	DIMENSIONAL FUND ADVISORS LP	2,729,349	—	$9.5M	+251,905 (+10.2%)
52	MILLENNIUM MANAGEMENT LLC	2,696,897	—	$9.4M	+1,624,682 (+151.5%)
53	SCHRODER INVESTMENT MANAGEMENT GROUP	2,508,763	—	$8.8M	-345,729 (-12.1%)
54	Promethos Capital, LLC	2,470,052	—	$8.6M	+442,710 (+21.8%)
55	CITADEL ADVISORS LLC	2,364,843	—	$8.2M	-3,444,058 (-59.3%)
56	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2,208,456	—	$7.7M	+1,113,357 (+101.7%)
57	Boston Partners	2,108,389	—	$7.3M	+1,738,139 (+469.5%)
58	Point72 Asset Management, L.P.	2,073,726	—	$7.2M	NEW
59	HRT FINANCIAL LP	1,982,098	—	$6.9M	NEW
60	LARCH CAPITAL PARTNERS LLC	1,977,980	—	$7.2M	—
61	AQR CAPITAL MANAGEMENT LLC	1,860,623	—	$6.5M	+556,376 (+42.7%)
62	Man Group plc	1,836,431	—	$6.4M	-68,800 (-3.6%)
63	Truffle Hound Capital, LLC	1,500,000	—	$5.2M	-200,000 (-11.8%)
64	VICTORY CAPITAL MANAGEMENT INC	1,111,119	—	$3.9M	+394,924 (+55.1%)
65	Euro Pacific Asset Management, LLC	1,101,780	—	$3.9M	+44,499 (+4.2%)
66	Nykredit A/S	1,032,539	—	$3.6M	NEW
67	Thrivent Financial for Lutherans	969,479	—	$3.4M	—
68	DEUTSCHE BANK AG\	839,433	—	$2.9M	-731,005 (-46.5%)
69	DekaBank Deutsche Girozentrale	743,420	—	$2.6M	—
70	GSA CAPITAL PARTNERS LLP	667,441	—	$2.3M	NEW
71	Aquatic Capital Management LLC	647,411	—	$2.2M	-2,319,235 (-78.2%)
72	BAROMETER CAPITAL MANAGEMENT INC.	629,600	—	$2.1M	+68,700 (+12.2%)
73	BARCLAYS PLC	625,976	—	$2.2M	-74,328 (-10.6%)
74	Virtu Financial LLC	623,796	—	$2.2M	+442,914 (+244.9%)
75	ENVESTNET ASSET MANAGEMENT INC	623,442	—	$2.2M	-9,879 (-1.6%)
76	STRS OHIO	584,446	—	$2.0M	-33,520 (-5.4%)
77	Grantham, Mayo, Van Otterloo & Co. LLC	565,759	—	$2.0M	-8,716,518 (-93.9%)
78	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	526,983	—	$1.8M	-23,780 (-4.3%)
79	BTG Pactual Asset Management US LLC	524,086	—	$1.8M	+29,506 (+6.0%)
80	PINEBRIDGE INVESTMENTS LLC	521,759	—	$1.8M	-201,143 (-27.8%)
81	WINTON GROUP Ltd	502,200	—	$1.7M	-10,200 (-2.0%)
82	Daiwa Securities Group Inc.	495,435	—	$1.7M	+4,000 (+0.8%)
83	VANGUARD FIDUCIARY TRUST CO	488,038	—	$1.7M	—
84	Artemis Investment Management LLP	481,872	—	$1.7M	—
85	Leonteq Securities AG	479,288	—	$1.7M	+306,203 (+176.9%)
86	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	473,130	—	$1.6M	-70,248 (-12.9%)
87	Vident Advisory, LLC	467,644	—	$1.6M	+7,999 (+1.7%)
88	LAZARD ASSET MANAGEMENT LLC	465,235	—	$1.6M	-127,945 (-21.6%)
89	Quadrature Capital Ltd	424,943	—	$1.5M	+411,448 (+3048.9%)
90	WELLS FARGO & COMPANY/MN	394,802	—	$1.4M	-179,787 (-31.3%)
91	FACTORY MUTUAL INSURANCE CO	388,313	—	$1.3M	+46,355 (+13.6%)
92	MONECO ADVISORS, LLC	375,813	—	$1.3M	NEW
93	B. Metzler seel. Sohn & Co. AG	367,598	—	$1.3M	+25,030 (+7.3%)
94	BNP PARIBAS FINANCIAL MARKETS	366,802	—	$1.3M	-87,683 (-19.3%)
95	Invesco Ltd.	366,625	—	$1.3M	+51,383 (+16.3%)
96	ABS Investment Management LLC	366,000	—	$1.3M	NEW
97	RHUMBLINE ADVISERS	363,853	—	$1.3M	-10,315 (-2.8%)
98	Banco Santander, S.A.	363,646	—	$1.3M	+110,800 (+43.8%)
99	ROYAL BANK OF CANADA	359,129	—	$1.2M	+1,078 (+0.3%)
100	SCS Capital Management LLC	343,537	—	$1.2M	+1,048 (+0.3%)
101	Mariner, LLC	335,565	—	$1.2M	-4,222 (-1.2%)
102	Squarepoint Ops LLC	327,514	—	$1.1M	-92,948 (-22.1%)
103	TWO SIGMA SECURITIES, LLC	306,598	—	$1.1M	+224,188 (+272.0%)
104	PROFUND ADVISORS LLC	301,608	—	$1.0M	-38,067 (-11.2%)
105	Eurizon Capital SGR S.p.A.	296,053	—	$1.0M	NEW
106	CITIGROUP INC	293,535	—	$1.0M	-5,163,228 (-94.6%)
107	J. Safra Sarasin Holding AG	280,500	—	$974K	NEW
108	Pavaki Capital Management LLC	264,336	—	$917K	—
109	Mirae Asset Global Investments Co., Ltd.	257,969	—	$895K	NEW
110	ALTFEST L J & CO INC	251,431	—	$872K	+76,906 (+44.1%)
111	Bleakley Financial Group, LLC	241,582	—	$838K	+21,651 (+9.8%)
112	Employees Retirement System of Texas	233,819	—	$811K	+144,744 (+162.5%)
113	BARINGS LLC	226,608	—	$786K	—
114	SG Americas Securities, LLC	211,658	—	$734K	+121,147 (+133.8%)
115	Quantbot Technologies LP	209,226	—	$726K	+161,115 (+334.9%)
116	QRG CAPITAL MANAGEMENT, INC.	201,615	—	$700K	+28,320 (+16.3%)
117	Legacy Wealth Asset Management, LLC	193,918	—	$673K	-708 (-0.4%)
118	VPR Management LLC	187,900	—	$652K	—
119	XTX Topco Ltd	187,580	—	$651K	NEW
120	Crossmark Global Holdings, Inc.	187,212	—	$650K	-128 (-0.1%)
121	PNC Financial Services Group, Inc.	177,683	—	$617K	-8,208 (-4.4%)
122	S-Bank Fund Management Ltd	165,000	—	$573K	-165,000 (-50.0%)
123	Integrated Wealth Concepts LLC	163,460	—	$567K	+16,998 (+11.6%)
124	Tidal Investments LLC	160,721	—	$558K	+2,990 (+1.9%)
125	Compound Planning, Inc.	159,659	—	$554K	+979 (+0.6%)
126	GEODE CAPITAL MANAGEMENT, LLC	149,493	—	$519K	+135,675 (+981.9%)
127	Orion Porfolio Solutions, LLC	144,900	—	$503K	-67,124 (-31.7%)
128	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	141,926	—	$492K	-18,870 (-11.7%)
129	Federation des caisses Desjardins du Quebec	141,628	—	$491K	+76,323 (+116.9%)
130	Creative Planning	138,054	—	$479K	+103,628 (+301.0%)
131	CANTOR FITZGERALD, L. P.	131,042	—	$455K	+65,521 (+100.0%)
132	R Squared Ltd	123,099	—	$427K	+54,536 (+79.5%)
133	Advisory Services Network, LLC	122,585	—	$425K	+42,704 (+53.5%)
134	Bank of New York Mellon Corp	113,527	—	$394K	-491,736 (-81.2%)
135	Henshaw Capital LLC	111,907	—	$388K	—
136	Generali Investments CEE, investicni spolecnost, a.s.	110,463	—	$383K	—
137	GUGGENHEIM CAPITAL LLC	108,274	—	$376K	+6,031 (+5.9%)
138	LPL Financial LLC	106,163	—	$368K	-24,562 (-18.8%)
139	COMMERZBANK AKTIENGESELLSCHAFT /FI	104,208	—	$362K	—
140	HighVista Strategies LLC	103,132	—	$358K	-105,132 (-50.5%)
141	STIFEL FINANCIAL CORP	98,177	—	$341K	-16,086 (-14.1%)
142	Nuveen, LLC	93,938	—	$326K	NEW
143	GeoWealth Management, LLC	87,208	—	$303K	+30,133 (+52.8%)
144	PCM Encore, LLC	86,205	—	$299K	-1,224 (-1.4%)
145	GOULD ASSET MANAGEMENT LLC /CA/	81,506	—	$283K	+2,730 (+3.5%)
146	Eurizon Asset Management Slovakia, sprav. spol., a.s.	80,223	—	$278K	—
147	BLI - Banque de Luxembourg Investments	78,000	—	$273K	NEW
148	Graham Capital Management, L.P.	75,044	—	$260K	+5,552 (+8.0%)
149	SEGALL BRYANT & HAMILL, LLC	74,000	—	$257K	-11,100 (-13.0%)
150	Net Worth Advisory Group	73,848	—	$256K	+149 (+0.2%)
151	Allspring Global Investments Holdings, LLC	71,058	—	$247K	-962,529 (-93.1%)
152	South Shore Capital Advisors	70,235	—	$244K	NEW
153	Candriam S.C.A.	69,650	—	$241K	—
154	Rehmann Capital Advisory Group	69,580	—	$240K	-675 (-1.0%)
155	OXFORD ASSET MANAGEMENT LLP	69,238	—	$240K	NEW
156	Jump Financial, LLC	68,344	—	$237K	+44,320 (+184.5%)
157	Walleye Capital LLC	68,343	—	$237K	NEW
158	Sumitomo Mitsui Trust Group, Inc.	67,227	—	$233K	-2,671 (-3.8%)
159	Amova Asset Management Americas, Inc.	67,227	—	$233K	-2,671 (-3.8%)
160	Vontobel Holding Ltd.	65,737	—	$228K	+43,313 (+193.2%)
161	M&T Bank Corp	64,585	—	$224K	-7,070 (-9.9%)
162	Atria Investments, Inc	64,122	—	$223K	-30,032 (-31.9%)
163	SILVERCREST ASSET MANAGEMENT GROUP LLC	63,265	—	$220K	—
164	Aaron Wealth Advisors LLC	63,001	—	$219K	+7,856 (+14.2%)
165	IMC-Chicago, LLC	62,703	—	$218K	+24,621 (+64.7%)
166	Laird Norton Wetherby Trust Company, LLC	62,146	—	$229K	-46,297 (-42.7%)
167	Cerity Partners LLC	61,130	—	$212K	+12,481 (+25.7%)
168	Blue Trust, Inc.	55,742	—	$193K	-23,784 (-29.9%)
169	Sequoia Financial Advisors, LLC	54,664	—	$190K	-653 (-1.2%)
170	iA Global Asset Management Inc.	50,672	—	$176K	-85,274 (-62.7%)
171	FMR LLC	46,407	—	$161K	-11,399 (-19.7%)
172	Acuitas Investments, LLC	44,400	—	$154K	+12,500 (+39.2%)
173	Aprio Wealth Management, LLC	42,955	—	$149K	-971 (-2.2%)
174	MML INVESTORS SERVICES, LLC	42,855	—	$149K	+7,087 (+19.8%)
175	J.Safra Asset Management Corp	42,765	—	$148K	—
176	Samalin Investment Counsel, LLC	42,671	—	$148K	+74 (+0.2%)
177	PDS Planning, Inc	42,350	—	$147K	+304 (+0.7%)
178	QUATTRO FINANCIAL ADVISORS LLC	40,000	—	$139K	—
179	Inspire Advisors, LLC	39,386	—	$137K	-1,048 (-2.6%)
180	Headlands Technologies LLC	38,795	—	$135K	+27,748 (+251.2%)
181	Pathstone Holdings, LLC	36,136	—	$125K	-1,552 (-4.1%)
182	DAVENPORT & Co LLC	35,706	—	$124K	-16,789 (-32.0%)
183	MQS Management LLC	35,188	—	$122K	NEW
184	Corient Private Wealth LP	33,577	—	$117K	-5,195 (-13.4%)
185	FIRST TRUST ADVISORS LP	31,236	—	$108K	-63,511 (-67.0%)
186	Caitong International Asset Management Co., Ltd	31,156	—	$108K	+9,332 (+42.8%)
187	Traveka Wealth, LLC	30,762	—	$107K	-77 (-0.2%)
188	RIVERSEDGE ADVISORS, LLC	29,704	—	$103K	-2,603 (-8.1%)
189	Concurrent Investment Advisors, LLC	29,142	—	$101K	+9,690 (+49.8%)
190	Cetera Investment Advisers	28,550	—	$99K	+4,007 (+16.3%)
191	Inspire Investing, LLC	26,157	—	$91K	+735 (+2.9%)
192	PRELUDE CAPITAL MANAGEMENT, LLC	26,000	—	$90K	-20,000 (-43.5%)
193	Farther Finance Advisors, LLC	25,672	—	$89K	+14,489 (+129.6%)
194	ZWJ INVESTMENT COUNSEL INC	25,509	—	$89K	—
195	HANTZ FINANCIAL SERVICES, INC.	24,220	—	$84K	+17,353 (+252.7%)
196	NATURAL INVESTMENTS, LLC	23,570	—	$81K	+5,880 (+33.2%)
197	Impact Investors, Inc	23,346	—	$81K	-5,099 (-17.9%)
198	Merit Financial Group, LLC	21,998	—	$76K	-50 (-0.2%)
199	Perigon Wealth Management, LLC	21,864	—	$76K	-18,909 (-46.4%)
200	Frec Markets, Inc.	21,736	—	$75K	-232 (-1.1%)
201	SmartHarvest Portfolios, LLC	21,615	—	$75K	+2,458 (+12.8%)
202	West Family Investments, Inc.	20,826	—	$72K	—
203	Hilltop National Bank	20,373	—	$71K	—
204	Keebeck Wealth Management	20,234	—	$71K	NEW
205	Marex Group Ltd	20,119	—	$70K	-20,994 (-51.1%)
206	Sigma Planning Corp	19,550	—	$68K	+38 (+0.2%)
207	PARK AVENUE SECURITIES LLC	19,515	—	$68K	+1,071 (+5.8%)
208	Plan A Wealth LLC	19,103	—	$66K	+544 (+2.9%)
209	Rockefeller Capital Management L.P.	18,775	—	$65K	+1,058 (+6.0%)
210	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	18,500	—	$64K	NEW
211	NEUBERGER BERMAN GROUP LLC	18,439	—	$64K	-205,790 (-91.8%)
212	Sivia Capital Partners, LLC	18,238	—	$63K	—
213	Engineers Gate Manager LP	17,787	—	$62K	-187,542 (-91.3%)
214	UNITED CAPITAL FINANCIAL ADVISORS, LLC	17,519	—	$61K	+818 (+4.9%)
215	COMMERCE BANK	17,201	—	$60K	-5,937 (-25.7%)
216	IEQ CAPITAL, LLC	17,151	—	$60K	-1,827 (-9.6%)
217	State of Wyoming	16,653	—	$58K	-3,150 (-15.9%)
218	US BANCORP \DE\	16,154	—	$56K	+333 (+2.1%)
219	Advisors Asset Management, Inc.	16,136	—	$56K	NEW
220	Ballentine Partners, LLC	16,076	—	$56K	-9,214 (-36.4%)
221	MERCER GLOBAL ADVISORS INC /ADV	15,873	—	$55K	NEW
222	AMERIPRISE FINANCIAL INC	15,656	—	$55K	NEW
223	StoneX Group Inc.	15,300	—	$53K	NEW
224	SAGESPRING WEALTH PARTNERS, LLC	15,222	—	$53K	-2,922 (-16.1%)
225	Snowden Capital Advisors LLC	15,000	—	$52K	—
226	Metis Global Partners, LLC	14,593	—	$51K	-5,270 (-26.5%)
227	AVIVA PLC	14,068	—	$49K	—
228	XPONANCE LLC	14,064	—	$49K	+1,330 (+10.4%)
229	Caprock Group, LLC	13,853	—	$50K	NEW
230	IPG Investment Advisors LLC	13,576	—	$49K	—
231	Ethic Inc.	13,009	—	$45K	-39,790 (-75.4%)
232	Tenzing Financial LLC	12,932	—	$45K	-1,773 (-12.1%)
233	YOUSIF CAPITAL MANAGEMENT, LLC	12,326	—	$43K	-76,540 (-86.1%)
234	LAUREL OAK WEALTH MANAGEMENT, LLC	12,194	—	$42K	—
235	NewEdge Wealth, LLC	12,115	—	$42K	NEW
236	Turtle Creek Wealth Advisors, LLC	11,900	—	$41K	NEW
237	Checchi Capital Advisers, LLC	11,728	—	$41K	—
238	GAMMA Investing LLC	11,588	—	$40K	-2,581 (-18.2%)
239	Dorsey & Whitney Trust CO LLC	11,443	—	$40K	—
240	Simplicity Wealth,LLC	11,422	—	$40K	NEW
241	ATLAS CAPITAL ADVISORS INC.	11,317	—	$39K	—
242	RITHOLTZ WEALTH MANAGEMENT	11,258	—	$39K	NEW
243	Financial Planning Navigators CORP	11,114	—	$39K	NEW
244	Global Retirement Partners, LLC	11,036	—	$38K	NEW
245	Global Wealth Strategies & Associates	10,920	—	$38K	NEW
246	Waverly Advisors, LLC	10,493	—	$36K	-4,902 (-31.8%)
247	Kingsview Wealth Management, LLC	10,259	—	$36K	NEW
248	Grove Bank & Trust	10,225	—	$35K	+748 (+7.9%)
249	EverSource Wealth Advisors, LLC	8,405	—	$29K	-7,453 (-47.0%)
250	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	8,189	—	$28K	-126 (-1.5%)

Exited since 2026-03-31 (37 filers; largest 25 shown)

Alpine Global Management, LLC	−3,280,000
Brevan Howard Capital Management LP	−2,154,711
Handelsbanken Fonder AB	−2,027,000
LGT Fund Management Co Ltd.	−1,035,000
Banque Cantonale Vaudoise	−500,000
Qtron Investments LLC	−280,595
Calamos Advisors LLC	−193,810
MIRABELLA FINANCIAL SERVICES LLP	−155,625
Aigen Investment Management, LP	−141,286
AXQ CAPITAL, LP	−136,967
Advisors Preferred, LLC	−130,749
Robeco Institutional Asset Management B.V.	−96,949
J. Derek Lewis & Associates Inc.	−76,100
FLOW TRADERS U.S. LLC	−63,844
ABN AMRO INVESTMENT SOLUTIONS	−60,200
Union Bancaire Privee, UBP SA	−60,000
Navi International - Administradora e Gestora de Recursos Financeiros Ltda.	−56,096
First Affirmative Financial Network	−53,804
Abacus Wealth Partners, LLC	−53,220
Schonfeld Strategic Advisors LLC	−45,927
Centiva Capital, LP	−34,442
Private Advisor Group, LLC	−28,098
Brooklyn Investment Group	−26,646
Scientech Research LLC	−16,276
HighTower Advisors, LLC	−14,776

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.