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.

Energy Transfer LP

CIK 0001276187ETET-PI· quarter ending 2026-06-30

Shares outstanding

3,443,299,601

as of 2026-07-31 · 10-Q cover page, filed 2026-08-06

Held by 13F filers

1,105,361,711

32.1% of shares outstanding

Holders

1,303

-1 vs 2026-03-31 · 93 new, 94 exited

Value

$21.1B

shares +2.0% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-06, as of 2026-07-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	—	3,443,299,601	1,105,361,711	32.1%	1,303	29273V100

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
	29273V100	COM UT LTD PTN	1,303	1,105,361,711	3,443,299,601	32.1%	$21.1B	12 call / 9 put	NPORT	holders →
	29273V704	9.250% FXD PFD Inot common	58	11,643,166 $9K principal	—	—	$133.5M	—	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. 63 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 1,303 · 29273V100)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	ALPS ADVISORS INC	86,904,208	2.52%	$1.7B	+946,629 (+1.1%)
2	MORGAN STANLEY	85,614,431	2.49%	$1.6B	-1,615,983 (-1.9%)
3	JPMORGAN CHASE & CO	81,080,493	2.35%	$1.5B	+8,869,502 (+12.3%)
4	GOLDMAN SACHS GROUP INC	62,819,419	1.82%	$1.2B	+2,399,772 (+4.0%)
5	Invesco Ltd.	54,927,735	1.60%	$1.1B	-1,163,743 (-2.1%)
6	TORTOISE CAPITAL ADVISORS, L.L.C.	37,997,055	1.10%	$726.5M	-1,465,823 (-3.7%)
7	Blackstone Inc.	35,782,842	1.04%	$684.2M	+4,662,097 (+15.0%)
8	UBS Group AG	30,548,239	0.89%	$584.1M	-424,779 (-1.4%)
9	BANK OF AMERICA CORP /DE/	28,139,938	0.82%	$538.0M	-2,816,420 (-9.1%)
10	Energy Income Partners, LLC	25,654,536	0.75%	$490.5M	+447,081 (+1.8%)
11	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	24,415,955	0.71%	$466.8M	+517,755 (+2.2%)
12	KAYNE ANDERSON CAPITAL ADVISORS LP	24,166,229	0.70%	$462.1M	-416,091 (-1.7%)
13	FMR LLC	21,972,865	0.64%	$420.1M	-1,782,630 (-7.5%)
14	NATIXIS	21,401,124	0.62%	$409.2M	+22,000 (+0.1%)
15	WESTWOOD HOLDINGS GROUP INC	16,825,892	0.49%	$321.7M	-158,492 (-0.9%)
16	NEUBERGER BERMAN GROUP LLC	16,691,083	0.48%	$319.1M	+851,267 (+5.4%)
17	CHICKASAW CAPITAL MANAGEMENT LLC	15,361,046	0.45%	$293.7M	-133,632 (-0.9%)
18	CIBC Bancorp USA Inc.	13,526,220	0.39%	$258.6M	+22,396 (+0.2%)
19	COOPERMAN LEON G	13,320,100	0.39%	$254.7M	—
20	Clearbridge Investments, LLC	13,308,051	0.39%	$254.4M	+200,000 (+1.5%)
21	WELLS FARGO & COMPANY/MN	12,910,870	0.37%	$246.9M	+382,079 (+3.0%)
22	BNP PARIBAS FINANCIAL MARKETS	10,348,108	0.30%	$197.9M	-684,972 (-6.2%)
23	Brookfield Corp /ON/	8,528,558	0.25%	$163.1M	+2,083,225 (+32.3%)
24	RAYMOND JAMES FINANCIAL INC	8,458,495	0.25%	$161.7M	+620,208 (+7.9%)
25	BERKLEY W R CORP	8,250,000	0.24%	$157.7M	—
26	CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT	7,923,600	0.23%	$151.5M	-74,000 (-0.9%)
27	LPL Financial LLC	7,510,573	0.22%	$143.6M	+368,678 (+5.2%)
28	BARCLAYS PLC	7,152,174	0.21%	$136.7M	-2,729,957 (-27.6%)
29	MIZUHO MARKETS AMERICAS LLC	6,703,300	0.19%	$128.2M	+3,503,300 (+109.5%)
30	STIFEL FINANCIAL CORP	6,570,729	0.19%	$125.6M	-120,325 (-1.8%)
31	EAGLE GLOBAL ADVISORS LLC	6,377,126	0.19%	$121.9M	-82,450 (-1.3%)
32	Patient Capital Management, LLC	6,080,678	0.18%	$116.3M	-7,525 (-0.1%)
33	Recurrent Investment Advisors LLC	5,935,394	0.17%	$113.5M	+373,013 (+6.7%)
34	CITIGROUP INC	5,728,052	0.17%	$109.5M	+342,064 (+6.4%)
35	Garrett Wealth Advisory Group, LLC	5,479,943	0.16%	$104.8M	+635 (+0.0%)
36	Fractal Investments LLC	5,471,353	0.16%	$104.6M	+651,138 (+13.5%)
37	Stephens Group, LLC	5,444,597	0.16%	$104.1M	—
38	MILLER HOWARD INVESTMENTS INC /NY	5,314,984	0.15%	$101.6M	+98,137 (+1.9%)
39	COMMERCE BANK	5,025,345	0.15%	$96.1M	-3,352 (-0.1%)
40	Rockefeller Capital Management L.P.	4,922,389	0.14%	$94.1M	-214,752 (-4.2%)
41	DUFF & PHELPS INVESTMENT MANAGEMENT CO	4,359,713	0.13%	$83.4M	+12,975 (+0.3%)
42	COHEN & STEERS, INC.	4,298,185	0.12%	$82.2M	+747,575 (+21.1%)
43	INFRASTRUCTURE CAPITAL ADVISORS, LLC	4,163,933	0.12%	$79.6M	-79,830 (-1.9%)
44	HRT FINANCIAL LP	4,148,030	0.12%	$79.3M	-199,613 (-4.6%)
45	Cambridge Investment Research Advisors, Inc.	4,113,398	0.12%	$78.6M	+1,982,915 (+93.1%)
46	ROYAL BANK OF CANADA	4,028,190	0.12%	$77.0M	+43,094 (+1.1%)
47	BlackRock, Inc.	4,017,925	0.12%	$76.8M	+16,926 (+0.4%)
48	Americana Partners, LLC	3,553,524	0.10%	$67.9M	+320,599 (+9.9%)
49	Chicago Partners Investment Group LLC	3,426,520	0.10%	$70.0M	-8,338 (-0.2%)
50	Long Focus Capital Management, LLC	3,342,400	0.10%	$63.9M	—
51	Maryland State Retirement & Pension System	2,999,375	0.09%	$57.3M	+150,235 (+5.3%)
52	Employees Retirement System of Texas	2,966,911	0.09%	$56.7M	-382,897 (-11.4%)
53	Allianz Asset Management GmbH	2,957,838	0.09%	$56.6M	+304,872 (+11.5%)
54	OSAIC HOLDINGS, INC.	2,951,302	0.09%	$56.4M	+104,548 (+3.7%)
55	HighTower Advisors, LLC	2,753,786	0.08%	$52.7M	-64,446 (-2.3%)
56	Progeny 3, Inc.	2,743,907	0.08%	$52.5M	—
57	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2,432,085	0.07%	$46.5M	+1,010,612 (+71.1%)
58	Philosophy Capital Management LLC	2,420,488	0.07%	$46.3M	+152,560 (+6.7%)
59	MAI Capital Management	2,201,342	0.06%	$42.1M	+1,424,872 (+183.5%)
60	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	2,188,737	0.06%	$41.8M	—
61	Nuveen, LLC	2,186,459	0.06%	$41.8M	+313,710 (+16.8%)
62	VICTORY CAPITAL MANAGEMENT INC	2,159,697	0.06%	$41.3M	+958 (+0.0%)
63	Pinnacle Wealth Planning Services, Inc.	2,146,965	0.06%	$41.0M	-927,632 (-30.2%)
64	Beacon Pointe Advisors, LLC	2,065,797	0.06%	$39.5M	+142,821 (+7.4%)
65	WALNUT PRIVATE EQUITY PARTNERS, LLC	2,048,500	0.06%	$39.2M	+1,000 (+0.0%)
66	Cetera Investment Advisers	2,011,589	0.06%	$38.5M	-106,679 (-5.0%)
67	Northside Capital Management, LLC	2,009,253	0.06%	$38.4M	-8 (-0.0%)
68	Zurich Insurance Group Ltd/FI	1,990,834	0.06%	$38.1M	—
69	SCS Capital Management LLC	1,942,908	0.06%	$37.1M	+1,843,771 (+1859.8%)
70	Catalyst Capital Advisors LLC	1,939,020	0.06%	$37.1M	—
71	Callodine Capital Management, LP	1,875,000	0.05%	$35.9M	—
72	Sanctuary Advisors, LLC	1,874,897	0.05%	$35.8M	-13,764 (-0.7%)
73	Corient Private Wealth LP	1,821,330	0.05%	$34.8M	+87,730 (+5.1%)
74	EXCHANGE TRADED CONCEPTS, LLC	1,808,467	0.05%	$34.6M	-94,713 (-5.0%)
75	JENNISON ASSOCIATES LLC	1,802,685	0.05%	$34.5M	+218,646 (+13.8%)
76	Mariner, LLC	1,798,437	0.05%	$34.4M	-176,648 (-8.9%)
77	Arax Advisory Partners	1,743,645	0.05%	$33.3M	+1,692,331 (+3298.0%)
78	Empowered Funds, LLC	1,669,064	0.05%	$31.9M	-313,339 (-15.8%)
79	COMMONWEALTH EQUITY SERVICES, LLC	1,664,471	0.05%	$31.8M	-88,002 (-5.0%)
80	Tidal Investments LLC	1,611,509	0.05%	$30.8M	+583,196 (+56.7%)
81	Indivisible Partners	1,610,667	0.05%	$30.8M	+1,584,987 (+6172.1%)
82	BLACKHILL CAPITAL INC	1,600,000	0.05%	$30.6M	+400,000 (+33.3%)
83	NEOS Investment Management LLC	1,584,634	0.05%	$30.3M	+513,387 (+47.9%)
84	APPALOOSA LP	1,576,125	0.05%	$30.1M	—
85	Private Capital Advisors, Inc.	1,510,980	0.04%	$28.9M	+25,822 (+1.7%)
86	STEPHENS INC /AR/	1,479,489	0.04%	$28.3M	+99,052 (+7.2%)
87	Adams Asset Advisors, LLC	1,473,560	0.04%	$28.2M	+31,803 (+2.2%)
88	Delphi Financial Group, Inc.	1,421,945	0.04%	$27.2M	—
89	Aptus Capital Advisors, LLC	1,418,032	0.04%	$27.1M	+20,755 (+1.5%)
90	Kamunting Street Capital Management, L.P.	1,404,742	0.04%	$26.9M	-211,468 (-13.1%)
91	Waverly Advisors, LLC	1,390,296	0.04%	$26.6M	-335,547 (-19.4%)
92	Alden Global Capital LLC	1,370,511	0.04%	$26.2M	—
93	Tema ETFs LLC	1,366,371	0.04%	$26.1M	+440,228 (+47.5%)
94	MONETA GROUP INVESTMENT ADVISORS LLC	1,352,643	0.04%	$25.9M	+2,272 (+0.2%)
95	Kestra Advisory Services, LLC	1,349,804	0.04%	$25.8M	-39,700 (-2.9%)
96	Texas Yale Capital Corp.	1,318,903	0.04%	$25.2M	+6,938 (+0.5%)
97	SG Americas Securities, LLC	1,297,219	0.04%	$24.8M	-776,036 (-37.4%)
98	GABELLI FUNDS LLC	1,280,525	0.04%	$24.5M	-5,300 (-0.4%)
99	ENVESTNET ASSET MANAGEMENT INC	1,244,157	0.04%	$23.8M	+98,624 (+8.6%)
100	RR Advisors, LLC	1,235,260	0.04%	$23.6M	—
101	FIRST TRUST ADVISORS LP	1,233,500	0.04%	$23.6M	+418,198 (+51.3%)
102	MANNING & NAPIER ADVISORS LLC	1,100,000	0.03%	$21.0M	—
103	Prospera Financial Services Inc	1,062,395	0.03%	$20.3M	-2,597 (-0.2%)
104	Empirical Finance, LLC	1,037,614	0.03%	$19.8M	-367,142 (-26.1%)
105	GENERAL AMERICAN INVESTORS CO INC	1,020,030	0.03%	$19.5M	—
106	PAYDEN & RYGEL	1,012,090	0.03%	$19.4M	—
107	CAPTRUST FINANCIAL ADVISORS	1,011,197	0.03%	$19.3M	+212,967 (+26.7%)
108	JONES FINANCIAL COMPANIES LLLP	1,009,594	0.03%	$19.4M	+72,935 (+7.8%)
109	RBF Capital, LLC	1,000,000	0.03%	$19.1M	—
110	CNA FINANCIAL CORP	1,000,000	0.03%	$19.1M	+50,000 (+5.3%)
111	Bollard Group LLC	995,183	0.03%	$19.0M	+38,742 (+4.1%)
112	BOWEN HANES & CO INC	975,000	0.03%	$18.8M	—
113	Creative Planning	971,804	0.03%	$18.6M	-202,592 (-17.3%)
114	Coronation Fund Managers Ltd.	971,251	0.03%	$18.6M	+228,973 (+30.8%)
115	Pathstone Holdings, LLC	948,805	0.03%	$18.1M	-394,781 (-29.4%)
116	McGowan Group Asset Management, Inc.	936,961	0.03%	$17.9M	+17,686 (+1.9%)
117	NewEdge Advisors, LLC	928,614	0.03%	$17.8M	+68,207 (+7.9%)
118	TRUIST FINANCIAL CORP	921,770	0.03%	$17.6M	+17,448 (+1.9%)
119	&PARTNERS	912,864	0.03%	$17.5M	-58,409 (-6.0%)
120	LONESTAR CAPITAL MANAGEMENT LLC	900,000	0.03%	$17.2M	—
121	FOURPATH CAPITAL MANAGEMENT, LLC	898,880	0.03%	$17.2M	+8,467 (+1.0%)
122	Oak Grove Capital LLC	894,709	0.03%	$17.1M	+478,909 (+115.2%)
123	PARSONS CAPITAL MANAGEMENT INC/RI	889,978	0.03%	$17.0M	+48,832 (+5.8%)
124	Janney Montgomery Scott LLC	887,927	0.03%	$17.0M	+20,058 (+2.3%)
125	FFG Partners, LLC	883,770	0.03%	$16.9M	-5,301 (-0.6%)
126	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	877,656	0.03%	$17.3M	+60,142 (+7.4%)
127	Prime Capital Investment Advisors, LLC	864,161	0.03%	$16.5M	-7,508 (-0.9%)
128	EVERGREEN CAPITAL MANAGEMENT LLC	845,478	0.02%	$16.2M	-17,120 (-2.0%)
129	GROUP ONE TRADING LLC	840,158	0.02%	$16.1M	-108,804 (-11.5%)
130	KCM Capital Inc	840,000	0.02%	$16.1M	—
131	Merewether Investment Management, LP	835,800	0.02%	$16.0M	+319,600 (+61.9%)
132	Cresset Asset Management, LLC	819,840	0.02%	$15.7M	+32,605 (+4.1%)
133	Westend Capital Management, LLC	806,861	0.02%	$15.4M	-3,368 (-0.4%)
134	Heronetta Management, L.P.	799,229	0.02%	$15.3M	—
135	TECTONIC ADVISORS LLC	793,525	0.02%	$15.2M	+36,581 (+4.8%)
136	Texas Capital Bank Wealth Management Services Inc	785,422	0.02%	$15.0M	—
137	Private Advisor Group, LLC	778,256	0.02%	$14.9M	+44,240 (+6.0%)
138	NEXPOINT ASSET MANAGEMENT, L.P.	773,690	0.02%	$14.8M	+86,250 (+12.5%)
139	Williams Jones Wealth Management, LLC.	748,661	0.02%	$14.3M	-17,500 (-2.3%)
140	Turtle Creek Wealth Advisors, LLC	744,449	0.02%	$14.2M	+13,196 (+1.8%)
141	NORTHERN TRUST CORP	734,066	0.02%	$14.0M	-175,456 (-19.3%)
142	BOKF, NA	717,524	0.02%	$13.7M	+600 (+0.1%)
143	Summit Financial, LLC	716,515	0.02%	$13.7M	+5,812 (+0.8%)
144	Quantinno Capital Management LP	699,609	0.02%	$13.4M	+203,607 (+41.0%)
145	DEUTSCHE BANK AG\	696,213	0.02%	$13.3M	—
146	GLENMEDE TRUST CO NA	686,712	0.02%	$13.1M	-59,844 (-8.0%)
147	DIVIDEND ASSETS CAPITAL, LLC	624,024	0.02%	$11.9M	-59,764 (-8.7%)
148	NFC Investments, LLC	614,758	0.02%	$11.8M	+137,001 (+28.7%)
149	CHILDRESS CAPITAL ADVISORS, LLC	602,340	0.02%	$11.5M	+4,000 (+0.7%)
150	Militia Capital Management LLC	600,000	0.02%	$11.5M	-1,200,000 (-66.7%)
151	NOMURA HOLDINGS INC	597,874	0.02%	$11.4M	+6,489 (+1.1%)
152	Oxbow Advisors, LLC	596,629	0.02%	$11.4M	+10,576 (+1.8%)
153	AMERIPRISE FINANCIAL INC	595,263	0.02%	$11.4M	+30,525 (+5.4%)
154	Focus Partners Wealth	587,813	0.02%	$11.2M	+151,490 (+34.7%)
155	WEXFORD CAPITAL LP	582,962	0.02%	$11.1M	+7,947 (+1.4%)
156	Ensign Peak Advisors, Inc	555,230	0.02%	$10.6M	—
157	Treasurer of the State of North Carolina	545,081	0.02%	$10.4M	NEW
158	Advisors Capital Management, LLC	544,955	0.02%	$10.4M	+12,773 (+2.4%)
159	SUMMIT SECURITIES GROUP LLC	539,600	0.02%	$10.3M	+377,500 (+232.9%)
160	HENNESSY ADVISORS INC	537,596	0.02%	$10.3M	-32,164 (-5.6%)
161	Larson Financial Group LLC	535,246	0.02%	$10.2M	+491,353 (+1119.4%)
162	Lido Advisors, LLC	521,197	0.02%	$10.0M	+120,952 (+30.2%)
163	FOGEL CAPITAL MANAGEMENT, INC.	511,784	0.01%	$9.8M	+1,447 (+0.3%)
164	BROWN ADVISORY INC	509,681	0.01%	$9.7M	-21,605 (-4.1%)
165	ELCO Management Co., LLC	503,905	0.01%	$9.6M	+6,326 (+1.3%)
166	Requisite Capital Management, LLC	500,433	0.01%	$9.6M	-24,650 (-4.7%)
167	BLAIR WILLIAM & CO/IL	487,218	0.01%	$9.3M	-59,841 (-10.9%)
168	Advisory Services Network, LLC	477,302	0.01%	$9.1M	-12,067 (-2.5%)
169	SL ADVISORS, LLC	473,898	0.01%	$9.1M	+48,920 (+11.5%)
170	Advisors Asset Management, Inc.	473,303	0.01%	$9.0M	-10,661 (-2.2%)
171	D.A. DAVIDSON & CO.	462,475	0.01%	$8.8M	+65,386 (+16.5%)
172	AMERICAN FINANCIAL GROUP INC	450,896	0.01%	$8.6M	—
173	AVENIR CORP	450,367	0.01%	$8.6M	-960 (-0.2%)
174	Pekin Hardy Strauss, Inc.	442,282	0.01%	$8.5M	-11,057 (-2.4%)
175	Moors & Cabot, Inc.	438,705	0.01%	$8.4M	+9,060 (+2.1%)
176	Fort Sheridan Advisors LLC	412,747	0.01%	$7.9M	+63 (+0.0%)
177	Xcelsior Advisor Partners LLC	412,459	0.01%	$7.9M	+365,751 (+783.1%)
178	Concorde Financial Corp	410,387	0.01%	$7.8M	+2,865 (+0.7%)
179	Gilman Hill Asset Management, LLC	409,501	0.01%	$7.8M	+12,235 (+3.1%)
180	IMC-Chicago, LLC	408,157	0.01%	$7.8M	+208,163 (+104.1%)
181	HORIZON KINETICS ASSET MANAGEMENT LLC	404,287	0.01%	$7.7M	+5,579 (+1.4%)
182	PRIVATE MANAGEMENT GROUP INC	401,269	0.01%	$7.7M	-33 (-0.0%)
183	Ascentis Wealth Management, LLC	400,166	0.01%	$7.7M	+2,005 (+0.5%)
184	Forum Financial Management, LP	392,423	0.01%	$7.5M	-9,483 (-2.4%)
185	SALEM INVESTMENT COUNSELORS INC	383,381	0.01%	$7.3M	+41 (+0.0%)
186	MERCER GLOBAL ADVISORS INC /ADV	382,060	0.01%	$7.3M	-82,246 (-17.7%)
187	Cumberland Partners Ltd	380,005	0.01%	$7.3M	—
188	Sowell Financial Services LLC	378,389	0.01%	$7.2M	+3,646 (+1.0%)
189	OPPENHEIMER & CO INC	378,328	0.01%	$7.2M	-49,016 (-11.5%)
190	Cerity Partners LLC	376,278	0.01%	$7.2M	+31,602 (+9.2%)
191	Capital Investment Advisors, LLC	375,209	0.01%	$7.2M	-6,146 (-1.6%)
192	Concurrent Investment Advisors, LLC	360,079	0.01%	$6.9M	+14,524 (+4.2%)
193	CIBC WORLD MARKET INC.	356,235	0.01%	$6.8M	+1,510 (+0.4%)
194	Annandale Capital, LLC	348,462	0.01%	$6.7M	-3,353 (-1.0%)
195	Cutler Capital Management, LLC	345,960	0.01%	$6.6M	-31,238 (-8.3%)
196	HUB Investment Partners, LLC	344,628	0.01%	$6.6M	+12,152 (+3.7%)
197	BRIDGES INVESTMENT MANAGEMENT INC	343,257	0.01%	$6.6M	+4,000 (+1.2%)
198	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	341,205	0.01%	$6.5M	+11,803 (+3.6%)
199	CoreCap Advisors, LLC	338,209	0.01%	$6.5M	+6,247 (+1.9%)
200	Cohen Capital Management, Inc.	335,304	0.01%	$6.4M	—
201	BLUEFIN CAPITAL MANAGEMENT, LLC	328,947	0.01%	$6.3M	+214,848 (+188.3%)
202	Steward Partners Investment Advisory, LLC	326,294	0.01%	$6.2M	+17,801 (+5.8%)
203	VestGen Advisors, LLC	324,712	0.01%	$6.2M	-11,818 (-3.5%)
204	AR ASSET MANAGEMENT INC	321,520	0.01%	$6.1M	-400 (-0.1%)
205	Hilltop Holdings Inc.	320,022	0.01%	$6.1M	-165 (-0.1%)
206	SIMON QUICK ADVISORS, LLC	319,416	0.01%	$6.1M	+265,736 (+495.0%)
207	VAN ECK ASSOCIATES CORP	317,813	0.01%	$6.1M	-84,828 (-21.1%)
208	ASHFORD CAPITAL MANAGEMENT INC	315,163	0.01%	$6.0M	+120,010 (+61.5%)
209	Keebeck Wealth Management	314,060	0.01%	$6.0M	-1,239 (-0.4%)
210	SageGuard Financial Group, LLC	314,021	0.01%	$6.0M	-10,180 (-3.1%)
211	Bahl & Gaynor LLC	312,036	0.01%	$6.0M	+7,211 (+2.4%)
212	Old North State Wealth Management, LLC	311,656	0.01%	$6.0M	+1,084 (+0.3%)
213	AlTi Global, Inc.	310,454	0.01%	$5.9M	+244,996 (+374.3%)
214	Stratos Wealth Partners, LTD.	306,873	0.01%	$5.9M	-19,391 (-5.9%)
215	Everest Financial Group LLC	304,501	0.01%	$5.8M	-4,225 (-1.4%)
216	M&T Bank Corp	301,820	0.01%	$5.8M	-16,131 (-5.1%)
217	DCF Advisers, LLC	300,500	0.01%	$5.7M	—
218	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	295,660	0.01%	$5.7M	-2,050 (-0.7%)
219	ADELL HARRIMAN & CARPENTER INC	295,196	0.01%	$5.6M	+13,500 (+4.8%)
220	ProShare Advisors LLC	288,483	0.01%	$5.5M	+26,678 (+10.2%)
221	PNC Financial Services Group, Inc.	287,345	0.01%	$5.5M	+18,782 (+7.0%)
222	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	287,074	0.01%	$5.5M	+17,866 (+6.6%)
223	Knollwood Investment Advisory, LLC	282,726	0.01%	$5.4M	—
224	SIMPLEX TRADING, LLC	277,185	0.01%	$5.3M	-117,048 (-29.7%)
225	US BANCORP \DE\	265,343	0.01%	$5.1M	-58,763 (-18.1%)
226	PFG Investments, LLC	263,552	0.01%	$5.0M	+24,985 (+10.5%)
227	Hartree Partners, LP	260,000	0.01%	$5.0M	+110,000 (+73.3%)
228	Apollon Wealth Management, LLC	258,560	0.01%	$4.9M	-9,327 (-3.5%)
229	Confluence Wealth Services, Inc.	253,943	0.01%	$4.9M	+35,761 (+16.4%)
230	Virtu Financial LLC	252,789	0.01%	$4.8M	NEW
231	North Star Investment Management Corp.	244,602	0.01%	$4.7M	+20,163 (+9.0%)
232	BALDWIN WEALTH PARTNERS LLC/MA	240,664	0.01%	$4.6M	-11,517 (-4.6%)
233	Susquehanna Portfolio Strategies, LLC	239,019	0.01%	$4.6M	+90,645 (+61.1%)
234	CASTLEARK MANAGEMENT LLC	238,240	0.01%	$4.6M	—
235	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	236,583	0.01%	$4.5M	+3,952 (+1.7%)
236	PIN OAK INVESTMENT ADVISORS INC	235,529	0.01%	$4.5M	-1,011 (-0.4%)
237	Capital Analysts, LLC	235,498	0.01%	$4.5M	-150 (-0.1%)
238	Calamos Advisors LLC	230,990	0.01%	$4.4M	-15,062 (-6.1%)
239	Equitable Holdings, Inc.	230,857	0.01%	$4.4M	-2,378 (-1.0%)
240	SPIRIT OF AMERICA MANAGEMENT CORP/NY	229,200	0.01%	$4.4M	-26,000 (-10.2%)
241	Brookstone Capital Management	226,798	0.01%	$4.3M	+6,426 (+2.9%)
242	KEYBANK NATIONAL ASSOCIATION/OH	226,315	0.01%	$4.3M	+7,083 (+3.2%)
243	American Assets Investment Management, LLC	225,800	0.01%	$4.3M	—
244	IHT Wealth Management, LLC	222,904	0.01%	$4.3M	+35,977 (+19.2%)
245	Icon Wealth Advisors, LLC	219,117	0.01%	$4.2M	-226 (-0.1%)
246	Mutual Advisors, LLC	218,896	0.01%	$4.2M	+2,480 (+1.1%)
247	PSI Advisors, LLC	218,883	0.01%	$4.2M	+6,173 (+2.9%)
248	J.W. COLE ADVISORS, INC.	215,650	0.01%	$4.1M	-492 (-0.2%)
249	HB Wealth Management, LLC	215,505	0.01%	$4.1M	+25,232 (+13.3%)
250	Independent Advisor Alliance	212,838	0.01%	$4.1M	-661 (-0.3%)

Exited since 2026-03-31 (94 filers; largest 25 shown)

U.S. Capital Wealth Advisors, LLC	−1,523,408
JANE STREET GROUP, LLC	−1,100,207
CWM, LLC	−283,200
Jackson Hole Capital Partners, LLC	−252,643
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD	−251,922
TB Alternative Assets Ltd.	−251,006
Deeter Investments LLP	−239,104
Mizuho Markets Cayman LP	−230,813
Old West Investment Management, LLC	−219,080
Sunbelt Securities, Inc.	−211,975
Strong Tower Advisory Services	−197,261
BASSO CAPITAL MANAGEMENT, L.P.	−197,250
Keeler Thomas Management LLC	−189,192
ArchPoint Investors	−181,126
Redwood Wealth Management Group, LLC	−161,782
Keystone Financial Group	−106,237
SANDERS MORRIS HARRIS LLC	−99,068
QUADRANT CAPITAL GROUP LLC	−98,262
EXENCIAL WEALTH ADVISORS, LLC	−98,143
Evanson Asset Management, LLC	−83,001
Abundance Wealth Counselors	−71,843
Greenland Capital Management LP	−65,000
PFG Advisors	−59,040
LexAurum Advisors, LLC	−53,547
TRB Wealth Management, LLC	−50,000

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.