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.

ISHARES GOLD TRUST

CIK 0001278680IAU· quarter ending 2026-06-30

Shares outstanding

788,600,000

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

Held by 13F filers

386,427,304

49.0% of shares outstanding

Holders

1,904

-70 vs 2026-03-31 · 119 new, 189 exited

Value

$29.2B

shares -2.4% 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	IAU · NYSEArca	788,600,000	386,427,304	49.0%	1,904	464285204

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
	464285204	ISHARES NEW	1,904	386,427,304	788,600,000	49.0%	$29.3B	11 call / 10 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 1,904 · 464285204)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BANK OF AMERICA CORP /DE/	27,854,432	3.53%	$2.1B	-439,627 (-1.6%)
2	MORGAN STANLEY	22,991,594	2.92%	$1.7B	-267,007 (-1.1%)
3	FMR LLC	13,824,915	1.75%	$1.0B	-883,984 (-6.0%)
4	WELLS FARGO & COMPANY/MN	12,829,309	1.63%	$968.7M	-358,326 (-2.7%)
5	UBS Group AG	12,415,020	1.57%	$937.5M	-2,885,041 (-18.9%)
6	LPL Financial LLC	10,952,646	1.39%	$827.0M	+772,726 (+7.6%)
7	ENVESTNET ASSET MANAGEMENT INC	8,801,039	1.12%	$664.6M	-185,262 (-2.1%)
8	BlackRock, Inc.	8,732,671	1.11%	$659.4M	+109,246 (+1.3%)
9	CITIGROUP INC	7,264,173	0.92%	$548.5M	+144,521 (+2.0%)
10	AMERIPRISE FINANCIAL INC	6,787,859	0.86%	$510.0M	-208,106 (-3.0%)
11	WealthNavi Inc.	6,653,240	0.84%	$502.4M	-268,531 (-3.9%)
12	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6,320,401	0.80%	$477.3M	-129,485 (-2.0%)
13	ALLIANCEBERNSTEIN L.P.	5,819,247	0.74%	$513.0M	-21,540 (-0.4%)
14	HRTG GPE, LLC	5,603,339	0.71%	$423.1M	+1,094,846 (+24.3%)
15	JPMORGAN CHASE & CO	5,503,613	0.70%	$415.7M	-3,361,721 (-37.9%)
16	RAYMOND JAMES FINANCIAL INC	5,351,664	0.68%	$404.1M	-161,616 (-2.9%)
17	NORTHERN TRUST CORP	5,260,337	0.67%	$397.2M	-24,064 (-0.5%)
18	Empower Advisory Group, LLC	5,237,754	0.66%	$395.5M	-166,406 (-3.1%)
19	ROYAL BANK OF CANADA	3,743,885	0.47%	$282.7M	-79,027 (-2.1%)
20	KEYBANK NATIONAL ASSOCIATION/OH	3,665,787	0.46%	$276.8M	+48,373 (+1.3%)
21	Diameter Capital Partners LP	3,363,600	0.43%	$254.0M	NEW
22	HighTower Advisors, LLC	3,247,846	0.41%	$245.2M	-43,044 (-1.3%)
23	Sumitomo Mitsui Trust Group, Inc.	3,114,126	0.39%	$235.1M	-499,994 (-13.8%)
24	COMMONWEALTH EQUITY SERVICES, LLC	3,104,618	0.39%	$234.4M	-101,678 (-3.2%)
25	TRUIST FINANCIAL CORP	2,939,343	0.37%	$221.9M	-2,278,313 (-43.7%)
26	Cerity Partners LLC	2,933,050	0.37%	$221.5M	-225,559 (-7.1%)
27	CIBC Bancorp USA Inc.	2,756,374	0.35%	$208.2M	+56,027 (+2.1%)
28	CRCM LP	2,627,642	0.33%	$198.4M	+1,377,772 (+110.2%)
29	Erste Asset Management GmbH	2,623,650	0.33%	$198.1M	-32,000 (-1.2%)
30	STIFEL FINANCIAL CORP	2,226,695	0.28%	$168.1M	+1,622 (+0.1%)
31	Proficio Capital Partners LLC	2,191,169	0.28%	$165.5M	+118,328 (+5.7%)
32	CAPTRUST FINANCIAL ADVISORS	2,179,893	0.28%	$164.6M	-236,267 (-9.8%)
33	HARVARD MANAGEMENT CO INC	1,980,085	0.25%	$149.5M	NEW
34	Rockefeller Capital Management L.P.	1,915,838	0.24%	$144.7M	-53,764 (-2.7%)
35	OSAIC HOLDINGS, INC.	1,880,448	0.24%	$142.0M	+94,655 (+5.3%)
36	Bank of New York Mellon Corp	1,840,038	0.23%	$138.9M	+149,558 (+8.8%)
37	Cambridge Investment Research Advisors, Inc.	1,814,741	0.23%	$137.0M	+854,180 (+88.9%)
38	Cresset Asset Management, LLC	1,770,971	0.22%	$133.7M	-247 (-0.0%)
39	Arnhold LLC	1,757,254	0.22%	$132.7M	—
40	CITADEL ADVISORS LLC	1,720,597	0.22%	$129.9M	+424,580 (+32.8%)
41	GOLDMAN SACHS GROUP INC	1,670,513	0.21%	$126.1M	-174,129 (-9.4%)
42	Wealthspire Advisors, LLC	1,659,286	0.21%	$125.3M	+1,628,465 (+5283.6%)
43	EQUITABLE TRUST CO	1,657,565	0.21%	$125.2M	-44,747 (-2.6%)
44	AlTi Global, Inc.	1,651,446	0.21%	$124.7M	+84,457 (+5.4%)
45	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	1,646,017	0.21%	$124.3M	-154,090 (-8.6%)
46	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,616,153	0.20%	$122.0M	-25,862 (-1.6%)
47	Pennsylvania State University	1,574,099	0.20%	$118.9M	—
48	MOON CAPITAL MANAGEMENT LP	1,559,604	0.20%	$117.8M	—
49	TOCQUEVILLE ASSET MANAGEMENT L.P.	1,551,830	0.20%	$117.2M	-84,009 (-5.1%)
50	Chevy Chase Trust Holdings, LLC	1,493,851	0.19%	$112.8M	-81,307 (-5.2%)
51	Cetera Investment Advisers	1,433,117	0.18%	$108.2M	+59,581 (+4.3%)
52	Allianz SE	1,381,533	0.18%	$104.3M	+35,277 (+2.6%)
53	PNC Financial Services Group, Inc.	1,337,852	0.17%	$101.0M	+42,279 (+3.3%)
54	Baird Financial Group, Inc.	1,279,618	0.16%	$96.6M	-68,568 (-5.1%)
55	TWIN FOCUS CAPITAL PARTNERS, LLC	1,195,340	0.15%	$90.3M	+33,764 (+2.9%)
56	MML INVESTORS SERVICES, LLC	1,186,238	0.15%	$89.6M	+54,655 (+4.8%)
57	EMORY UNIVERSITY	1,184,586	0.15%	$89.4M	+123 (+0.0%)
58	NEUBERGER BERMAN GROUP LLC	1,130,603	0.14%	$85.4M	-2,028 (-0.2%)
59	Mariner, LLC	1,129,781	0.14%	$85.3M	-259,625 (-18.7%)
60	JANE STREET GROUP, LLC	1,126,052	0.14%	$85.0M	+753,463 (+202.2%)
61	FRANKLIN RESOURCES INC	1,074,602	0.14%	$81.1M	-32,720 (-3.0%)
62	Focus Partners Wealth	1,038,795	0.13%	$78.4M	-24,073 (-2.3%)
63	BEACON INVESTMENT ADVISORY SERVICES, INC.	1,019,061	0.13%	$76.9M	+47,402 (+4.9%)
64	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	1,017,800	0.13%	$76.9M	—
65	Dynasty Wealth Management, LLC	1,013,648	0.13%	$76.5M	+1,882 (+0.2%)
66	ASSETMARK, INC	985,621	0.12%	$74.4M	+142,616 (+16.9%)
67	DEUTSCHE BANK AG\	980,233	0.12%	$74.0M	-17,672 (-1.8%)
68	MAI Capital Management	977,186	0.12%	$73.8M	+225,307 (+30.0%)
69	VCU Investment Management Co	969,928	0.12%	$73.2M	+208,130 (+27.3%)
70	FORBES J M & CO LLP	911,672	0.12%	$68.8M	-7,129 (-0.8%)
71	Janney Montgomery Scott LLC	904,231	0.11%	$68.3M	+29,726 (+3.4%)
72	Pictet Asset Management Holding SA	899,141	0.11%	$67.9M	+371,221 (+70.3%)
73	CENTRAL TRUST Co	887,292	0.11%	$67.0M	-37,301 (-4.0%)
74	BARCLAYS PLC	880,867	0.11%	$66.5M	-560 (-0.1%)
75	OneDigital Investment Advisors LLC	877,484	0.11%	$66.3M	+33,638 (+4.0%)
76	Permanens Capital L.P.	858,088	0.11%	$64.8M	-1,027,378 (-54.5%)
77	First Command Advisory Services, Inc.	849,212	0.11%	$64.1M	-180,355 (-17.5%)
78	Circle Wealth Management, LLC	819,093	0.10%	$61.8M	—
79	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	807,662	0.10%	$61.0M	-682,621 (-45.8%)
80	Creative Planning	792,471	0.10%	$59.8M	-28,692 (-3.5%)
81	Tanglewood Wealth Management, Inc.	780,110	0.10%	$58.9M	-137,178 (-15.0%)
82	Oxbow Advisors, LLC	774,373	0.10%	$58.5M	+93,915 (+13.8%)
83	ANDERSON HOAGLAND & CO	769,660	0.10%	$58.1M	-37,920 (-4.7%)
84	NewEdge Advisors, LLC	756,577	0.10%	$57.1M	+29,326 (+4.0%)
85	Sanctuary Advisors, LLC	744,703	0.09%	$56.2M	+16,412 (+2.3%)
86	National Philanthropic Trust	742,991	0.09%	$56.1M	-16,988 (-2.2%)
87	JONES FINANCIAL COMPANIES LLLP	733,498	0.09%	$56.2M	+85,520 (+13.2%)
88	Gotham Asset Management, LLC	730,122	0.09%	$55.1M	+91 (+0.0%)
89	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	707,800	0.09%	$53.4M	-32,791 (-4.4%)
90	AXXCESS WEALTH MANAGEMENT, LLC	699,025	0.09%	$52.8M	+27,518 (+4.1%)
91	Foundations Investment Advisors, LLC	691,008	0.09%	$52.2M	+65,382 (+10.5%)
92	Narwhal Capital Management	672,087	0.09%	$50.7M	+354 (+0.1%)
93	MERCER GLOBAL ADVISORS INC /ADV	667,089	0.08%	$50.4M	-15,381 (-2.3%)
94	Employees Retirement System of Texas	663,500	0.08%	$50.1M	-2,630,000 (-79.9%)
95	Capital Asset Advisory Services LLC	660,237	0.08%	$49.9M	+19,200 (+3.0%)
96	EverSource Wealth Advisors, LLC	655,374	0.08%	$49.5M	-11,071 (-1.7%)
97	HSBC HOLDINGS PLC	650,137	0.08%	$49.1M	+25,639 (+4.1%)
98	Biltmore Family Office, LLC	645,613	0.08%	$48.8M	-16,412 (-2.5%)
99	Meridian Wealth Advisors, LLC	641,393	0.08%	$48.4M	+56,347 (+9.6%)
100	GenWealth Group, Inc.	636,522	0.08%	$48.1M	+11,322 (+1.8%)
101	IEQ CAPITAL, LLC	635,258	0.08%	$48.0M	-79,338 (-11.1%)
102	Evercore Wealth Management, LLC	627,964	0.08%	$47.4M	+7,332 (+1.2%)
103	PARK AVENUE SECURITIES LLC	606,122	0.08%	$45.8M	+21,685 (+3.7%)
104	Williams Jones Wealth Management, LLC.	605,714	0.08%	$45.7M	-50,641 (-7.7%)
105	NATIONAL BANK OF CANADA /FI/	604,758	0.08%	$45.7M	-387 (-0.1%)
106	Intellus Advisors LLC	589,664	0.07%	$44.5M	+13,242 (+2.3%)
107	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	587,655	0.07%	$29.4M	-12,820 (-2.1%)
108	Kestra Advisory Services, LLC	583,062	0.07%	$44.0M	-9,748 (-1.6%)
109	Envestnet Portfolio Solutions, Inc.	575,894	0.07%	$43.5M	+27,925 (+5.1%)
110	Strategic Point Investment Advisors, LLC	555,178	0.07%	$41.9M	+20,630 (+3.9%)
111	IFP Advisors, Inc	555,136	0.07%	$41.9M	-11,717 (-2.1%)
112	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	538,401	0.07%	$40.7M	-61,007 (-10.2%)
113	Eurizon Asset Management Hungary Ltd.	533,074	0.07%	$40.3M	+51,059 (+10.6%)
114	Steward Partners Investment Advisory, LLC	530,298	0.07%	$40.0M	-109,627 (-17.1%)
115	BLAIR WILLIAM & CO/IL	524,796	0.07%	$39.6M	-5,365 (-1.0%)
116	TD Waterhouse Canada Inc.	517,314	0.07%	$39.3M	+60,217 (+13.2%)
117	CADINHA & CO LLC	516,618	0.07%	$39.0M	-4,994 (-1.0%)
118	STUART INVESTMENT ADVISORS, INC.	513,674	0.07%	$38.8M	-15,168 (-2.9%)
119	Corient Private Wealth LP	503,990	0.06%	$38.1M	-100,045 (-16.6%)
120	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	500,409	0.06%	$37.8M	+16,651 (+3.4%)
121	FIFTH THIRD BANCORP	495,989	0.06%	$37.5M	+114,992 (+30.2%)
122	Zhang Financial LLC	467,941	0.06%	$35.3M	+4,199 (+0.9%)
123	Blue Trust, Inc.	460,543	0.06%	$34.8M	-9,866 (-2.1%)
124	Capital Group Private Client Services, Inc.	458,998	0.06%	$34.7M	+707 (+0.2%)
125	Merit Financial Group, LLC	448,234	0.06%	$33.8M	-147,756 (-24.8%)
126	Checchi Capital Advisers, LLC	444,396	0.06%	$33.6M	+127,485 (+40.2%)
127	Argos Wealth Advisors, LLC	440,971	0.06%	$33.3M	+10,755 (+2.5%)
128	Beacon Pointe Advisors, LLC	431,181	0.05%	$32.6M	-24,289 (-5.3%)
129	BANK OF MONTREAL /CAN/	426,515	0.05%	$32.2M	-2,823 (-0.7%)
130	SPINNAKER TRUST	422,086	0.05%	$31.9M	+4,867 (+1.2%)
131	WESCAP Management Group, Inc.	421,606	0.05%	$31.8M	-6,997 (-1.6%)
132	SAGESPRING WEALTH PARTNERS, LLC	413,958	0.05%	$31.3M	+18,167 (+4.6%)
133	BFSG, LLC	397,969	0.05%	$30.1M	+11,108 (+2.9%)
134	VPR Management LLC	395,430	0.05%	$29.9M	—
135	TRUE Private Wealth Advisors	389,255	0.05%	$29.4M	+183,599 (+89.3%)
136	Pathstone Holdings, LLC	380,803	0.05%	$28.8M	+241,094 (+172.6%)
137	Independent Family Office, LLC	375,916	0.05%	$28.4M	+2,271 (+0.6%)
138	Concurrent Investment Advisors, LLC	374,204	0.05%	$28.3M	+20,974 (+5.9%)
139	Equitable Holdings, Inc.	371,845	0.05%	$28.1M	-318,876 (-46.2%)
140	FIRST FOUNDATION ADVISORS	359,362	0.05%	$27.1M	+11,589 (+3.3%)
141	Quent Capital, LLC	355,443	0.05%	$26.8M	+2,374 (+0.7%)
142	Shah Wealth Advisors, LLC	355,328	0.05%	$26.8M	NEW
143	LEAVELL INVESTMENT MANAGEMENT, INC.	353,641	0.04%	$26.7M	+30,009 (+9.3%)
144	Waverly Advisors, LLC	353,400	0.04%	$26.7M	+244,140 (+223.4%)
145	VCI Wealth Management LLC	347,507	0.04%	$26.2M	+29,399 (+9.2%)
146	Chemistry Wealth Management LLC	346,112	0.04%	$26.1M	+518 (+0.1%)
147	Modern Wealth Management, LLC	345,528	0.04%	$26.1M	+64,780 (+23.1%)
148	Perigon Wealth Management, LLC	344,717	0.04%	$26.0M	+2,244 (+0.7%)
149	Arkos Global Advisors	342,456	0.04%	$25.9M	+18,288 (+5.6%)
150	Summit Trail Advisors, LLC	336,707	0.04%	$25.4M	+588 (+0.2%)
151	Kingsview Wealth Management, LLC	335,451	0.04%	$25.3M	-7,867 (-2.3%)
152	Mader & Shannon Wealth Management, Inc.	334,134	0.04%	$25.2M	+1,203 (+0.4%)
153	Dakota Wealth Management	330,096	0.04%	$24.9M	+1,168 (+0.4%)
154	Stratos Wealth Partners, LTD.	329,879	0.04%	$24.9M	-235,699 (-41.7%)
155	MacKay Shields LLC	328,020	0.04%	$24.8M	-62,130 (-15.9%)
156	M&T Bank Corp	319,149	0.04%	$24.1M	+2,774 (+0.9%)
157	Parcion Private Wealth LLC	318,583	0.04%	$24.1M	-10,212 (-3.1%)
158	Orion Porfolio Solutions, LLC	318,499	0.04%	$24.0M	-22,684 (-6.6%)
159	Roehl & Yi Investment Advisors, LLC	317,153	0.04%	$9.8M	+184,650 (+139.4%)
160	OPPENHEIMER ASSET MANAGEMENT INC.	313,194	0.04%	$23.6M	+19,492 (+6.6%)
161	CIBC WORLD MARKET INC.	312,888	0.04%	$23.6M	-43,927 (-12.3%)
162	CHATHAM CAPITAL GROUP, INC.	312,445	0.04%	$23.6M	-11,550 (-3.6%)
163	Prime Capital Investment Advisors, LLC	312,256	0.04%	$23.6M	-3,342 (-1.1%)
164	Bank Julius Baer & Co. Ltd, Zurich	311,696	0.04%	$23.5M	-60,011 (-16.1%)
165	Vision Capital Management, Inc.	307,858	0.04%	$23.2M	+6,263 (+2.1%)
166	Sumitomo Mitsui DS Asset Management Company, Ltd	307,145	0.04%	$23.2M	+181,078 (+143.6%)
167	AllGen Financial Advisors, Inc.	306,180	0.04%	$23.1M	-26,028 (-7.8%)
168	BALDWIN WEALTH PARTNERS LLC/MA	301,674	0.04%	$22.8M	+6,861 (+2.3%)
169	BOKF, NA	301,157	0.04%	$22.7M	-5,184 (-1.7%)
170	Farther Finance Advisors, LLC	299,942	0.04%	$22.6M	+1,761 (+0.6%)
171	LVM CAPITAL MANAGEMENT LTD/MI	299,586	0.04%	$22.6M	-1,526 (-0.5%)
172	China Universal Asset Management Co., Ltd.	297,940	0.04%	$22.5M	-96,000 (-24.4%)
173	PRUDENTIAL PLC	295,485	0.04%	$22.3M	+83,886 (+39.6%)
174	Cardinal Point Capital Management ULC	295,330	0.04%	$22.3M	-8,096 (-2.7%)
175	Fifth Third Securities, Inc.	289,279	0.04%	$21.8M	+4,200 (+1.5%)
176	Sowa Financial Group, Inc.	285,204	0.04%	$21.5M	-11,737 (-4.0%)
177	Thrivent Financial for Lutherans	284,219	0.04%	$21.5M	+122,704 (+76.0%)
178	Coastal Bridge Advisors, LLC	284,111	0.04%	$21.5M	+828 (+0.3%)
179	Mirae Asset Global Investments Co., Ltd.	283,701	0.04%	$21.4M	-306,071 (-51.9%)
180	Ashton Thomas Private Wealth, LLC	282,506	0.04%	$21.3M	+5,422 (+2.0%)
181	JAMES INVESTMENT RESEARCH, INC.	281,952	0.04%	$21.3M	-3,042 (-1.1%)
182	STEPHENS INC /AR/	281,519	0.04%	$21.3M	+7,684 (+2.8%)
183	Wallington Asset Management, LLC	280,535	0.04%	$21.2M	+2,227 (+0.8%)
184	NKCFO LLC	279,400	0.04%	$21.1M	—
185	Modus Advisors, LLC	276,829	0.04%	$20.9M	+3,557 (+1.3%)
186	AMG National Trust Bank	272,942	0.03%	$20.6M	-29,663 (-9.8%)
187	COMMERCE BANK	272,265	0.03%	$20.6M	-7,357 (-2.6%)
188	Cypress Capital Group	269,426	0.03%	$20.3M	-2,638 (-1.0%)
189	EVOLVE PRIVATE WEALTH, LLC	265,660	0.03%	$20.1M	+25,099 (+10.4%)
190	FOURPATH CAPITAL MANAGEMENT, LLC	265,275	0.03%	$20.0M	-121,291 (-31.4%)
191	Allworth Financial LP	263,548	0.03%	$19.9M	+3,643 (+1.4%)
192	SOFI WEALTH, LLC	263,368	0.03%	$19.9M	+22,258 (+9.2%)
193	OpenArc Corporate Advisory, LLC	261,405	0.03%	$19.7M	+7,118 (+2.8%)
194	SYON CAPITAL LLC	259,519	0.03%	$19.6M	-402 (-0.2%)
195	Integrated Wealth Concepts LLC	258,407	0.03%	$19.5M	-56,675 (-18.0%)
196	Brookstone Capital Management	258,296	0.03%	$19.5M	+9,915 (+4.0%)
197	Savvy Advisors, Inc.	251,889	0.03%	$19.0M	+17,551 (+7.5%)
198	Wealth Quarterback LLC	250,563	0.03%	$18.9M	+69,181 (+38.1%)
199	Arax Advisory Partners	249,615	0.03%	$18.8M	+153,182 (+158.8%)
200	Summit Financial, LLC	248,254	0.03%	$18.7M	-8,390 (-3.3%)
201	Pictet North America Advisors SA	248,044	0.03%	$18.7M	-115 (-0.0%)
202	Cyndeo Wealth Partners, LLC	247,086	0.03%	$18.7M	-734 (-0.3%)
203	Hamilton Wealth, LLC	245,631	0.03%	$18.5M	-1,762 (-0.7%)
204	JSF Financial, LLC	244,608	0.03%	$18.5M	+29,440 (+13.7%)
205	Timber Creek Capital Management LLC	241,959	0.03%	$18.3M	+1,438 (+0.6%)
206	MGO ONE SEVEN LLC	241,931	0.03%	$18.3M	+25,457 (+11.8%)
207	CPA Asset Management Group, LLC	240,930	0.03%	$18.2M	+4,085 (+1.7%)
208	BCWM, LLC	240,889	0.03%	$18.2M	+4,226 (+1.8%)
209	US BANCORP \DE\	240,126	0.03%	$18.1M	-4,754 (-1.9%)
210	EP Wealth Advisors, LLC	234,174	0.03%	$17.7M	+181,770 (+346.9%)
211	Sterling Financial Planning, Inc.	233,678	0.03%	$17.6M	-1,611 (-0.7%)
212	Lifeworks Advisors, LLC	232,160	0.03%	$17.5M	+23,653 (+11.3%)
213	Private Advisor Group, LLC	228,943	0.03%	$17.3M	-2,131 (-0.9%)
214	Faithward Advisors, LLC	228,192	0.03%	$17.2M	-5,537 (-2.4%)
215	COHEN & STEERS, INC.	228,069	0.03%	$17.2M	+21,361 (+10.3%)
216	UMB Bank, n.a.	226,229	0.03%	$17.1M	-19,980 (-8.1%)
217	Advisory Services Network, LLC	224,727	0.03%	$17.0M	+8,062 (+3.7%)
218	Verger Capital Management LLC	223,830	0.03%	$16.9M	+10,767 (+5.1%)
219	Leonard Rickey Investment Advisors P.L.L.C.	223,547	0.03%	$16.9M	+11,007 (+5.2%)
220	Sigma Planning Corp	220,618	0.03%	$16.7M	-5,229 (-2.3%)
221	Fielder Capital Group LLC	218,233	0.03%	$16.5M	-2,847 (-1.3%)
222	Forza Wealth Management, LLC	216,851	0.03%	$16.4M	+19,448 (+9.9%)
223	FIRST AMERICAN TRUST, FSB	214,200	0.03%	$16.2M	-54,696 (-20.3%)
224	QUEST INVESTMENT MANAGEMENT LLC	212,782	0.03%	$16.1M	—
225	&PARTNERS	209,714	0.03%	$15.8M	+5,944 (+2.9%)
226	HB Wealth Management, LLC	208,539	0.03%	$15.7M	+2,122 (+1.0%)
227	NorthCrest Asset Manangement, LLC	205,888	0.03%	$16.0M	-6,363 (-3.0%)
228	Hamilton Point Investment Advisors, LLC	205,853	0.03%	$15.5M	+554 (+0.3%)
229	SAGE PRIVATE WEALTH GROUP, LLC	204,868	0.03%	$15.5M	+17,873 (+9.6%)
230	BROWN ADVISORY INC	202,270	0.03%	$15.3M	-7,346 (-3.5%)
231	CSS LLC/IL	200,040	0.03%	$15.1M	—
232	Advocacy Wealth Management, LLC	197,676	0.03%	$14.9M	+12,310 (+6.6%)
233	White Lighthouse Investment Management Inc.	196,065	0.02%	$14.8M	+2,497 (+1.3%)
234	RENAISSANCE TECHNOLOGIES LLC	195,400	0.02%	$14.8M	+71,432 (+57.6%)
235	Twin Tree Management, LP	194,746	0.02%	$14.7M	+69,578 (+55.6%)
236	GAMCO INVESTORS, INC. ET AL	187,221	0.02%	$14.1M	—
237	Resonant Capital Advisors, LLC	184,243	0.02%	$13.9M	-117 (-0.1%)
238	Van Hulzen Asset Management, LLC	183,362	0.02%	$13.8M	+1,975 (+1.1%)
239	Three Bridge Wealth Advisors, LLC	183,087	0.02%	$13.8M	-1,237 (-0.7%)
240	Purkiss Capital Advisors LLC	182,194	0.02%	$13.8M	-4,802 (-2.6%)
241	Private Harbour Investment Management & Counsel, LLC	180,105	0.02%	$13.6M	-1,483 (-0.8%)
242	DWM Financial Group, Inc.	179,766	0.02%	$14.6M	NEW
243	AQR CAPITAL MANAGEMENT LLC	179,467	0.02%	$13.6M	+6,788 (+3.9%)
244	KESTRA PRIVATE WEALTH SERVICES, LLC	179,228	0.02%	$13.5M	-14,306 (-7.4%)
245	Wealth Management Partners, LLC	177,803	0.02%	$13.4M	-5,057 (-2.8%)
246	Regency Capital Management Inc.\DE	177,738	0.02%	$13.4M	+1,538 (+0.9%)
247	Legend Financial Advisors, Inc.	176,990	0.02%	$13.4M	+1,331 (+0.8%)
248	JB Capital LLC	175,850	0.02%	$13.3M	+39,940 (+29.4%)
249	EFG International AG	175,224	0.02%	$13.2M	+3,484 (+2.0%)
250	Clear Harbor Asset Management, LLC	174,349	0.02%	$13.2M	-320 (-0.2%)

Exited since 2026-03-31 (189 filers; largest 25 shown)

GM Advisory Group, LLC	−1,569,661
CWM, LLC	−766,371
SkyView Investment Advisors, LLC	−464,273
LIFE LINE WEALTH MANAGEMENT LLC	−432,527
West Family Investments, Inc.	−384,343
Cercano Management LLC	−254,300
Sunbelt Securities, Inc.	−253,669
Mill Creek Capital Advisors, LLC	−240,917
TruWealth Advisors, LLC	−240,881
Norris Financial Group, LLC	−236,569
EVOKE WEALTH, LLC	−205,916
BRAVE ASSET MANAGEMENT INC	−172,049
Beacon Harbor Wealth Advisors, Inc.	−165,164
Rakuten Investment Management, Inc.	−145,148
Vivaldi Capital Management LP	−115,195
Evelyn Partners Asset Management Ltd	−75,984
U.S. Capital Wealth Advisors, LLC	−56,816
M Holdings Securities, Inc.	−49,018
ALLSTATE CORP	−48,252
Bank of Jackson Hole Trust	−47,417
Nearwater Capital Markets, Ltd	−43,400
LOM Asset Management Ltd	−31,500
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	−28,458
Bayshore Capital Advisors, LLC	−28,370
Greenhouse Wealth Management, LLC	−25,546

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.