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 2026-07-31)
| Class | Listed | Shares outstanding | Held by 13F filers | % of class | Holders | CUSIP |
|---|---|---|---|---|---|---|
| Common stock | PACB · NASDAQ | 310,830,759 | 191,081,022 | 61.5% | 223 | 69404D108 |
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 (223 of 223 · 69404D108)
change vs 2026-03-31| # | Filer | Shares | % of class | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 32,339,550 | 10.40% | $54.3M | +7,072,121 (+28.0%) |
| 2 | ARK Investment Management LLC | 29,781,416 | 9.58% | $50.0M | -6,491,872 (-17.9%) |
| 3 | SOFTBANK GROUP CORP. | 20,451,570 | 6.58% | $34.4M | — |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 13,397,934 | 4.31% | $22.5M | +620,485 (+4.9%) |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 7,606,518 | 2.45% | $12.8M | +631,252 (+9.0%) |
| 6 | Amova Asset Management Americas, Inc. | 6,009,715 | 1.93% | $10.0M | -1,028,272 (-14.6%) |
| 7 | Sumitomo Mitsui Trust Group, Inc. | 6,009,715 | 1.93% | $10.1M | -1,028,272 (-14.6%) |
| 8 | STATE STREET CORP | 5,961,175 | 1.92% | $10.0M | -160,541 (-2.6%) |
| 9 | Point72 Asset Management, L.P. | 4,787,300 | 1.54% | $8.0M | +4,501,600 (+1575.6%) |
| 10 | TWO SIGMA INVESTMENTS, LP | 4,242,599 | 1.36% | $7.1M | +732,986 (+20.9%) |
| 11 | D. E. Shaw & Co., Inc. | 4,208,146 | 1.35% | $7.1M | +570,599 (+15.7%) |
| 12 | MILLENNIUM MANAGEMENT LLC | 3,962,442 | 1.27% | $6.7M | -929,876 (-19.0%) |
| 13 | GOLDMAN SACHS GROUP INC | 3,229,887 | 1.04% | $5.4M | +2,241,420 (+226.8%) |
| 14 | CITADEL ADVISORS LLC | 2,845,903 | 0.92% | $4.8M | +1,269,852 (+80.6%) |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,671,916 | 0.86% | $4.5M | -196,477 (-6.8%) |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,652,298 | 0.85% | $4.5M | +246,802 (+10.3%) |
| 17 | NORTHERN TRUST CORP | 2,352,786 | 0.76% | $4.0M | +221,998 (+10.4%) |
| 18 | VANGUARD FIDUCIARY TRUST CO | 2,187,627 | 0.70% | $3.7M | +201,144 (+10.1%) |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,129,263 | 0.69% | $3.6M | +410,098 (+23.9%) |
| 20 | Longaeva Partners L.P. | 2,118,231 | 0.68% | $3.6M | NEW |
| 21 | IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 1,694,546 | 0.55% | $2.8M | -93,847 (-5.2%) |
| 22 | Birchview Capital, LP | 1,350,000 | 0.43% | $2.3M | -150,000 (-10.0%) |
| 23 | BANK OF AMERICA CORP /DE/ | 1,348,131 | 0.43% | $2.3M | -318,575 (-19.1%) |
| 24 | Invesco Ltd. | 1,297,091 | 0.42% | $2.2M | -171,057 (-11.7%) |
| 25 | AQR CAPITAL MANAGEMENT LLC | 1,296,684 | 0.42% | $2.2M | +537,192 (+70.7%) |
| 26 | Nuveen, LLC | 1,023,113 | 0.33% | $1.7M | -1,927,816 (-65.3%) |
| 27 | RENAISSANCE TECHNOLOGIES LLC | 966,200 | 0.31% | $1.6M | -1,522,900 (-61.2%) |
| 28 | BOURNE LENT ASSET MANAGEMENT INC | 943,055 | 0.30% | $1.6M | -8,000 (-0.8%) |
| 29 | HHLR ADVISORS, LTD. | 918,892 | 0.30% | $1.5M | — |
| 30 | UBS Group AG | 893,140 | 0.29% | $1.5M | -746,959 (-45.5%) |
| 31 | Universal- Beteiligungs- und Servicegesellschaft mbH | 808,700 | 0.26% | $1.4M | — |
| 32 | ACADIAN ASSET MANAGEMENT LLC | 793,332 | 0.26% | $1.3M | +374,541 (+89.4%) |
| 33 | Bank of New York Mellon Corp | 767,567 | 0.25% | $1.3M | -45,839 (-5.6%) |
| 34 | DIMENSIONAL FUND ADVISORS LP | 759,783 | 0.24% | $1.3M | -139,767 (-15.5%) |
| 35 | Casdin Capital, LLC | 723,767 | 0.23% | $1.2M | — |
| 36 | TUDOR INVESTMENT CORP ET AL | 684,707 | 0.22% | $1.2M | — |
| 37 | XTX Topco Ltd | 638,882 | 0.21% | $1.1M | +394,118 (+161.0%) |
| 38 | Numerai GP LLC | 621,469 | 0.20% | $1.0M | NEW |
| 39 | CARRET ASSET MANAGEMENT, LLC | 600,140 | 0.19% | $1.0M | +41,000 (+7.3%) |
| 40 | Man Group plc | 597,334 | 0.19% | $1.0M | NEW |
| 41 | Russell Investments Group, Ltd. | 596,843 | 0.19% | $1.0M | +126,968 (+27.0%) |
| 42 | Balyasny Asset Management L.P. | 564,339 | 0.18% | $948K | +303,801 (+116.6%) |
| 43 | PEAK6 LLC | 555,552 | 0.18% | $933K | -43,470 (-7.3%) |
| 44 | Vestmark Advisory Solutions, Inc. | 478,205 | 0.15% | $803K | -71,884 (-13.1%) |
| 45 | MORGAN STANLEY | 477,776 | 0.15% | $803K | -1,362,685 (-74.0%) |
| 46 | ArrowMark Colorado Holdings LLC | 468,382 | 0.15% | $787K | — |
| 47 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 441,639 | 0.14% | $742K | +105,382 (+31.3%) |
| 48 | ALLIANCEBERNSTEIN L.P. | 387,060 | 0.12% | $511K | — |
| 49 | RHUMBLINE ADVISERS | 356,996 | 0.11% | $600K | +8,054 (+2.3%) |
| 50 | Connor, Clark & Lunn Investment Management Ltd. | 348,324 | 0.11% | $585K | NEW |
| 51 | Mirador Capital Partners LP | 342,482 | 0.11% | $575K | -262,402 (-43.4%) |
| 52 | LPL Financial LLC | 337,502 | 0.11% | $567K | +37,905 (+12.7%) |
| 53 | Creative Planning | 322,990 | 0.10% | $543K | -4,370 (-1.3%) |
| 54 | Qube Research & Technologies Ltd | 297,951 | 0.10% | $501K | -887,024 (-74.9%) |
| 55 | GROUP ONE TRADING LLC | 290,860 | 0.09% | $489K | -74,161 (-20.3%) |
| 56 | WELLS FARGO & COMPANY/MN | 283,099 | 0.09% | $476K | +151,885 (+115.8%) |
| 57 | HSBC HOLDINGS PLC | 280,306 | 0.09% | $463K | +31,829 (+12.8%) |
| 58 | BARCLAYS PLC | 276,988 | 0.09% | $465K | +54,641 (+24.6%) |
| 59 | WATER ISLAND CAPITAL LLC | 273,666 | 0.09% | $460K | +1,626 (+0.6%) |
| 60 | DEUTSCHE BANK AG\ | 267,386 | 0.09% | $449K | +22,617 (+9.2%) |
| 61 | PRICE T ROWE ASSOCIATES INC /MD/ | 231,783 | 0.07% | $390K | +43,740 (+23.3%) |
| 62 | Quadrature Capital Ltd | 185,654 | 0.06% | $312K | +73,151 (+65.0%) |
| 63 | Green Alpha Advisors, LLC | 178,655 | 0.06% | $300K | -3,963 (-2.2%) |
| 64 | OSAIC HOLDINGS, INC. | 164,522 | 0.05% | $276K | +124,231 (+308.3%) |
| 65 | MARSHALL WACE, LLP | 163,642 | 0.05% | $275K | +82,342 (+101.3%) |
| 66 | RAYMOND JAMES FINANCIAL INC | 159,749 | 0.05% | $268K | -4,809 (-2.9%) |
| 67 | MetLife Investment Management, LLC | 157,198 | 0.05% | $264K | +30,108 (+23.7%) |
| 68 | AdvisorNet Financial, Inc | 152,122 | 0.05% | $256K | +10,065 (+7.1%) |
| 69 | Main Street Research LLC | 152,100 | 0.05% | $256K | — |
| 70 | JPMORGAN CHASE & CO | 145,948 | 0.05% | $252K | +7,444 (+5.4%) |
| 71 | CITIGROUP INC | 139,424 | 0.04% | $234K | +106,325 (+321.2%) |
| 72 | Voleon Capital Management LP | 134,834 | 0.04% | $227K | NEW |
| 73 | ENVESTNET ASSET MANAGEMENT INC | 132,926 | 0.04% | $223K | -16,035 (-10.8%) |
| 74 | IEQ CAPITAL, LLC | 123,782 | 0.04% | $208K | +11,084 (+9.8%) |
| 75 | Vanguard Global Advisers, LLC | 121,781 | 0.04% | $205K | — |
| 76 | Koa Wealth Management, LLC | 120,000 | 0.04% | $202K | — |
| 77 | BENJAMIN EDWARDS INC | 107,715 | 0.03% | $181K | -7,834 (-6.8%) |
| 78 | KAVAR CAPITAL PARTNERS GROUP, LLC | 103,319 | 0.03% | $174K | +10,000 (+10.7%) |
| 79 | Bridgewater Associates, LP | 102,761 | 0.03% | $173K | NEW |
| 80 | GABELLI FUNDS LLC | 100,000 | 0.03% | $168K | — |
| 81 | Cerity Partners LLC | 98,511 | 0.03% | $165K | +77,090 (+359.9%) |
| 82 | NEW YORK STATE COMMON RETIREMENT FUND | 84,825 | 0.03% | $143K | — |
| 83 | Police & Firemen's Retirement System of New Jersey | 79,955 | 0.03% | $134K | — |
| 84 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 75,341 | 0.02% | $127K | +497 (+0.7%) |
| 85 | HUB Investment Partners, LLC | 75,000 | 0.02% | $126K | +8,000 (+11.9%) |
| 86 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 71,941 | 0.02% | $121K | — |
| 87 | HARTLINE INVESTMENT CORP/ | 69,000 | 0.02% | $116K | — |
| 88 | STIFEL FINANCIAL CORP | 68,249 | 0.02% | $115K | -1,777 (-2.5%) |
| 89 | INTECH INVESTMENT MANAGEMENT LLC | 67,410 | 0.02% | $113K | -33,961 (-33.5%) |
| 90 | SIMPLEX TRADING, LLC | 65,659 | 0.02% | $110K | -43,357 (-39.8%) |
| 91 | SEI INVESTMENTS CO | 59,230 | 0.02% | $100K | -107,593 (-64.5%) |
| 92 | VOYA INVESTMENT MANAGEMENT LLC | 57,145 | 0.02% | $96K | +7,003 (+14.0%) |
| 93 | CAPTRUST FINANCIAL ADVISORS | 56,461 | 0.02% | $95K | +12,141 (+27.4%) |
| 94 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 54,981 | 0.02% | $86K | +11,320 (+25.9%) |
| 95 | Cetera Investment Advisers | 54,663 | 0.02% | $92K | +3,304 (+6.4%) |
| 96 | State of Wyoming | 54,267 | 0.02% | $91K | -1,262 (-2.3%) |
| 97 | MERCER GLOBAL ADVISORS INC /ADV | 51,769 | 0.02% | $87K | +17,096 (+49.3%) |
| 98 | Abacus Planning Group, Inc. | 51,238 | 0.02% | $86K | — |
| 99 | Evolution Wealth Advisors, LLC | 50,000 | 0.02% | $84K | — |
| 100 | China Universal Asset Management Co., Ltd. | 49,432 | 0.02% | $83K | -4,160 (-7.8%) |
| 101 | Wealth Architects, LLC | 48,725 | 0.02% | $82K | — |
| 102 | BNP PARIBAS FINANCIAL MARKETS | 48,539 | 0.02% | $82K | -16,859 (-25.8%) |
| 103 | PRUDENTIAL FINANCIAL INC | 47,487 | 0.02% | $80K | +4,000 (+9.2%) |
| 104 | ProShare Advisors LLC | 47,184 | 0.02% | $79K | -6,351 (-11.9%) |
| 105 | Engineers Gate Manager LP | 45,320 | 0.01% | $76K | -6,969 (-13.3%) |
| 106 | Caitong International Asset Management Co., Ltd | 41,895 | 0.01% | $70K | +38,537 (+1147.6%) |
| 107 | Squarepoint Ops LLC | 41,776 | 0.01% | $70K | NEW |
| 108 | SG Americas Securities, LLC | 41,463 | 0.01% | $70K | +9,402 (+29.3%) |
| 109 | Wealthfront Advisers LLC | 39,511 | 0.01% | $66K | +65 (+0.2%) |
| 110 | Sanctuary Advisors, LLC | 37,458 | 0.01% | $63K | +632 (+1.7%) |
| 111 | ROYAL BANK OF CANADA | 35,441 | 0.01% | $59K | +18,211 (+105.7%) |
| 112 | Kestra Advisory Services, LLC | 35,298 | 0.01% | $59K | +500 (+1.4%) |
| 113 | CANADA LIFE ASSURANCE Co | 34,463 | 0.01% | $58K | +8,801 (+34.3%) |
| 114 | CANADA PENSION PLAN INVESTMENT BOARD | 33,400 | 0.01% | $56K | -74,400 (-69.0%) |
| 115 | VICTORY CAPITAL MANAGEMENT INC | 33,057 | 0.01% | $56K | +2,214 (+7.2%) |
| 116 | JANE STREET GROUP, LLC | 31,971 | 0.01% | $54K | -1,358,099 (-97.7%) |
| 117 | Sequoia Financial Advisors, LLC | 31,355 | 0.01% | $53K | NEW |
| 118 | Venture Visionary Partners LLC | 30,300 | 0.01% | $51K | — |
| 119 | Clear Harbor Asset Management, LLC | 29,900 | 0.01% | $50K | -14,230 (-32.2%) |
| 120 | Legal & General Group Plc | 27,572 | 0.01% | $46K | +3,125 (+12.8%) |
| 121 | Granite Bay Wealth Management, LLC | 27,517 | 0.01% | $46K | NEW |
| 122 | XPONANCE LLC | 26,878 | 0.01% | $45K | +2,101 (+8.5%) |
| 123 | M&T Bank Corp | 26,688 | 0.01% | $45K | NEW |
| 124 | Scientech Research LLC | 26,256 | 0.01% | $44K | -12,194 (-31.7%) |
| 125 | FMR LLC | 25,342 | 0.01% | $43K | -11,641 (-31.5%) |
| 126 | Vanguard Personalized Indexing Management, LLC | 25,164 | 0.01% | $42K | -942 (-3.6%) |
| 127 | Private Wealth Partners, LLC | 25,000 | 0.01% | $42K | — |
| 128 | AXXCESS WEALTH MANAGEMENT, LLC | 24,178 | 0.01% | $41K | -4,425 (-15.5%) |
| 129 | Cresset Asset Management, LLC | 23,508 | 0.01% | $39K | — |
| 130 | Ameritas Investment Partners, Inc. | 22,894 | 0.01% | $38K | — |
| 131 | Pinegrove Venture Partners, LLC | 20,586 | 0.01% | $35K | — |
| 132 | PRINCIPAL FINANCIAL GROUP INC | 20,581 | 0.01% | $35K | +8,583 (+71.5%) |
| 133 | BRIGHTON JONES LLC | 20,491 | 0.01% | $34K | +6,485 (+46.3%) |
| 134 | NEUBERGER BERMAN GROUP LLC | 20,251 | 0.01% | $34K | -10,690 (-34.5%) |
| 135 | Prime Capital Investment Advisors, LLC | 19,923 | 0.01% | $33K | -356 (-1.8%) |
| 136 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19,000 | 0.01% | $32K | -3,000 (-13.6%) |
| 137 | IFP Advisors, Inc | 18,609 | 0.01% | $31K | -16,097 (-46.4%) |
| 138 | INSIGNEO ADVISORY SERVICES, LLC | 18,595 | 0.01% | $31K | — |
| 139 | Bronte Capital Management Pty Ltd. | 17,881 | 0.01% | $30K | NEW |
| 140 | Arax Advisory Partners | 17,775 | 0.01% | $30K | +15,642 (+733.3%) |
| 141 | Corient Private Wealth LP | 17,660 | 0.01% | $30K | +802 (+4.8%) |
| 142 | Private Advisor Group, LLC | 17,237 | 0.01% | $29K | -7,500 (-30.3%) |
| 143 | ExodusPoint Capital Management, LP | 17,004 | 0.01% | $29K | NEW |
| 144 | CIBC Bancorp USA Inc. | 16,193 | 0.01% | $27K | +1,679 (+11.6%) |
| 145 | Quantinno Capital Management LP | 15,373 | 0.00% | $26K | +718 (+4.9%) |
| 146 | Abel Hall, LLC | 14,963 | 0.00% | $25K | -7,736 (-34.1%) |
| 147 | Ballentine Partners, LLC | 14,386 | 0.00% | $24K | -2,277 (-13.7%) |
| 148 | FARALLON CAPITAL MANAGEMENT, L.L.C. | 14,200 | 0.00% | $24K | -120,800 (-89.5%) |
| 149 | Mirae Asset Global Investments Co., Ltd. | 13,891 | 0.00% | $23K | -1,861 (-11.8%) |
| 150 | Tower Research Capital LLC (TRC) | 13,784 | 0.00% | $23K | -36,733 (-72.7%) |
| 151 | BANK OF MONTREAL /CAN/ | 13,427 | 0.00% | $23K | NEW |
| 152 | Headlands Technologies LLC | 12,537 | 0.00% | $21K | NEW |
| 153 | Quantbot Technologies LP | 11,949 | 0.00% | $20K | +11,948 (+1194800.0%) |
| 154 | Krilogy Financial LLC | 11,490 | 0.00% | $19K | -3,854 (-25.1%) |
| 155 | Merit Financial Group, LLC | 11,005 | 0.00% | $18K | -4,562 (-29.3%) |
| 156 | GTS SECURITIES LLC | 10,896 | 0.00% | $18K | -6,237 (-36.4%) |
| 157 | Kingsview Wealth Management, LLC | 10,765 | 0.00% | $18K | — |
| 158 | Caprock Group, LLC | 10,325 | 0.00% | $17K | NEW |
| 159 | Focus Partners Wealth | 10,077 | 0.00% | $17K | NEW |
| 160 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10,068 | 0.00% | $17K | -483 (-4.6%) |
| 161 | FNY Investment Advisers, LLC | 10,000 | 0.00% | $16K | — |
| 162 | DKM Wealth Management, Inc. | 10,000 | 0.00% | $17K | — |
| 163 | Zurcher Kantonalbank (Zurich Cantonalbank) | 9,146 | 0.00% | $15K | — |
| 164 | Federation des caisses Desjardins du Quebec | 7,500 | 0.00% | $13K | — |
| 165 | Allworth Financial LP | 6,809 | 0.00% | $11K | -1,119 (-14.1%) |
| 166 | GF FUND MANAGEMENT CO. LTD. | 6,391 | 0.00% | $11K | -314 (-4.7%) |
| 167 | Twin Lakes Capital Management, LLC | 5,669 | 0.00% | $10K | — |
| 168 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 3,867 | 0.00% | $6K | -11,076 (-74.1%) |
| 169 | NISA INVESTMENT ADVISORS, LLC | 3,642 | 0.00% | $6K | — |
| 170 | EverSource Wealth Advisors, LLC | 3,183 | 0.00% | $5K | +398 (+14.3%) |
| 171 | SBI Securities Co., Ltd. | 3,157 | 0.00% | $5K | -17,827 (-85.0%) |
| 172 | Parallel Advisors, LLC | 3,000 | 0.00% | $5K | -101 (-3.3%) |
| 173 | Hurley Capital, LLC | 2,976 | 0.00% | $5K | — |
| 174 | GAMMA Investing LLC | 2,572 | 0.00% | $4K | -393 (-13.3%) |
| 175 | Wilmington Savings Fund Society, FSB | 2,500 | 0.00% | $4K | — |
| 176 | HUNTINGTON NATIONAL BANK | 2,481 | 0.00% | $4K | +2,480 (+248000.0%) |
| 177 | Rockefeller Capital Management L.P. | 2,368 | 0.00% | $4K | -2,830 (-54.4%) |
| 178 | SIGNATUREFD, LLC | 1,879 | 0.00% | $3K | -5,078 (-73.0%) |
| 179 | Dynamic Wealth Strategies, LLC | 1,678 | 0.00% | $3K | — |
| 180 | FIFTH THIRD BANCORP | 1,508 | 0.00% | $3K | -319 (-17.5%) |
| 181 | Keating Financial Advisory Services, Inc. | 1,500 | 0.00% | $3K | — |
| 182 | Optiver Holding B.V. | 1,436 | 0.00% | $2K | -704 (-32.9%) |
| 183 | Sterling Capital Management LLC | 1,306 | 0.00% | $2K | -7,897 (-85.8%) |
| 184 | SJS Investment Consulting Inc. | 1,144 | 0.00% | $2K | +1,094 (+2188.0%) |
| 185 | Fortitude Family Office, LLC | 1,131 | 0.00% | $2K | NEW |
| 186 | JONES FINANCIAL COMPANIES LLLP | 1,000 | 0.00% | $2K | — |
| 187 | CALDWELL SUTTER CAPITAL, INC. | 950 | 0.00% | $2K | — |
| 188 | Physician Wealth Advisors, Inc. | 917 | 0.00% | $2K | — |
| 189 | LOUISBOURG INVESTMENTS INC. | 900 | 0.00% | $2K | -1,000 (-52.6%) |
| 190 | GILL CAPITAL PARTNERS, LLC | 800 | 0.00% | $1K | -177 (-18.1%) |
| 191 | Stone House Investment Management, LLC | 797 | 0.00% | $1K | -700 (-46.8%) |
| 192 | Smithfield Trust Co | 774 | 0.00% | $1K | — |
| 193 | Tidemark, LLC | 700 | 0.00% | $1K | — |
| 194 | Essential Partners LLC | 570 | 0.00% | $958 | -18,045 (-96.9%) |
| 195 | Core Capital Management & Research, inc. | 518 | 0.00% | $699 | NEW |
| 196 | Quarry LP | 504 | 0.00% | $847 | NEW |
| 197 | Larson Financial Group LLC | 500 | 0.00% | $840 | NEW |
| 198 | Avion Wealth | 435 | 0.00% | $0 | NEW |
| 199 | Ancora Advisors LLC | 430 | 0.00% | $722 | — |
| 200 | NATIONAL BANK OF CANADA /FI/ | 397 | 0.00% | $663 | +199 (+100.5%) |
| 201 | Cornerstone Financial Management LLC | 377 | 0.00% | $633 | — |
| 202 | True Wealth Design, LLC | 365 | 0.00% | $614 | +95 (+35.2%) |
| 203 | ROTHSCHILD INVESTMENT LLC | 323 | 0.00% | $543 | -496 (-60.6%) |
| 204 | Ameritas Advisory Services, LLC | 308 | 0.00% | $517 | NEW |
| 205 | Farther Finance Advisors, LLC | 274 | 0.00% | $461 | -1,282 (-82.4%) |
| 206 | Global Retirement Partners, LLC | 263 | 0.00% | $442 | NEW |
| 207 | US BANCORP \DE\ | 250 | 0.00% | $420 | -53 (-17.5%) |
| 208 | VSM Wealth Advisory, LLC | 241 | 0.00% | $405 | — |
| 209 | Cassaday & Co Wealth Management LLC | 200 | 0.00% | $336 | -180 (-47.4%) |
| 210 | HARBOUR INVESTMENTS, INC. | 182 | 0.00% | $306 | +44 (+31.9%) |
| 211 | LRI Investments, LLC | 170 | 0.00% | $286 | — |
| 212 | Covestor Ltd | 147 | 0.00% | $0 | +104 (+241.9%) |
| 213 | Clearstead Advisors, LLC | 104 | 0.00% | $175 | NEW |
| 214 | Medallion Wealth Advisors, LLC | 100 | 0.00% | $168 | — |
| 215 | C M BIDWELL & ASSOCIATES LTD | 96 | 0.00% | $161 | — |
| 216 | Transamerica Financial Advisors, LLC | 95 | 0.00% | $159 | +53 (+126.2%) |
| 217 | Gen-Wealth Partners Inc | 70 | 0.00% | $118 | — |
| 218 | JPL Wealth Management, LLC | 40 | 0.00% | $68 | — |
| 219 | PNC Financial Services Group, Inc. | 23 | 0.00% | $39 | — |
| 220 | Nalls Sherbakoff Group, LLC | 16 | 0.00% | $27 | — |
| 221 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 0.00% | $17 | -266 (-96.4%) |
| 222 | Atlantic Union Bankshares Corp | 5 | 0.00% | $8 | — |
| 223 | HANTZ FINANCIAL SERVICES, INC. | 4 | 0.00% | $0 | — |
Exited since 2026-03-31 (32 filers; largest 25 shown)
| HRT FINANCIAL LP | −1,265,535 |
| PANAGORA ASSET MANAGEMENT INC | −502,663 |
| CAXTON ASSOCIATES LLP | −353,130 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | −276,532 |
| JENNISON ASSOCIATES LLC | −229,794 |
| GSA CAPITAL PARTNERS LLP | −137,332 |
| CWM, LLC | −53,794 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | −49,600 |
| SteelPeak Wealth, LLC | −47,872 |
| Graham Capital Management, L.P. | −42,179 |
| DRW Securities, LLC | −35,565 |
| Sandbox Financial Partners, LLC | −27,517 |
| Jump Financial, LLC | −25,492 |
| Aquatic Capital Management LLC | −24,622 |
| AMERICAN CENTURY COMPANIES INC | −22,602 |
| Interchange Capital Partners, LLC | −21,400 |
| Pallas Capital Advisors LLC | −18,811 |
| Abacus Wealth Partners, LLC | −18,407 |
| Polymer Capital Management (US) LLC | −15,300 |
| Hudson Bay Capital Management LP | −14,300 |
| CIBC WORLD MARKET INC. | −11,400 |
| HighTower Advisors, LLC | −11,287 |
| AXQ CAPITAL, LP | −10,974 |
| Brevan Howard Capital Management LP | −10,806 |
| Chicago Partners Investment Group LLC | −10,447 |
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 |
|---|---|---|---|---|---|
| Catherine D. Wood | SCHEDULE 13G/A | 2026-08-14 | 2026-06-30 | 29,781,416 | 9.59% |
| ARK Investment Management LLC | SCHEDULE 13G/A | 2026-08-14 | 2026-06-30 | 29,781,416 | 9.59% |
| The Vanguard Group | SCHEDULE 13G/A | 2026-03-27 | 2026-03-13 | 0 | 0% |
| Madrone Capital Partners, LLC | SCHEDULE 13G/A | 2025-11-14 | 2025-09-30 | 4,976,089 | 1.7% |
| Thomas Patterson | SCHEDULE 13G/A | 2025-11-14 | 2025-09-30 | 4,976,089 | 1.7% |
| Shimoda Holdings, LLC | SCHEDULE 13G/A | 2025-11-14 | 2025-09-30 | 3,500,000 | 1.2% |
| Gregory Boyd Penner | SCHEDULE 13G/A | 2025-11-14 | 2025-09-30 | 8,476,089 | 2.8% |
| Madrone Opportunity Fund, L.P. | SCHEDULE 13G/A | 2025-11-14 | 2025-09-30 | 4,976,089 | 1.7% |
| Jameson J. McJunkin | SCHEDULE 13G/A | 2025-11-14 | 2025-09-30 | 4,976,089 | 1.7% |
| EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) | SCHEDULE 13G/A | 2025-07-24 | 2025-06-30 | 12,081,800 | 4% |
| EDMOND DE ROTHSCHILD FUND | SCHEDULE 13G/A | 2025-07-24 | 2025-06-30 | 12,081,800 | 4% |
| EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | SCHEDULE 13G/A | 2025-07-24 | 2025-06-30 | 13,366,200 | 4.5% |
| BlackRock, Inc. | SCHEDULE 13G/A | 2025-04-17 | 2025-03-31 | 22,865,948 | 7.7% |
| Israel A. Englander | SCHEDULE 13G/A | 2025-04-09 | 2025-03-31 | 2,204,044 | 0.7% |
| Millennium Group Management LLC | SCHEDULE 13G/A | 2025-04-09 | 2025-03-31 | 2,204,044 | 0.7% |
| Millennium Management LLC | SCHEDULE 13G/A | 2025-04-09 | 2025-03-31 | 2,204,044 | 0.7% |
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.