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-K filed 2019-02-20, as of 2019-02-18)
| Class | Listed | Shares outstanding | Held by 13F filers | % of class | Holders | CUSIP |
|---|---|---|---|---|---|---|
| Common stock | — | 218,937,797 | 177,950,061 | 81.3% | 371 | 958669103 |
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 (250 of 371 · 958669103)
change vs 2026-03-31| # | Filer | Shares | % of class | Value | Change |
|---|---|---|---|---|---|
| 1 | ALPS ADVISORS INC | 36,629,600 | 16.73% | $1.6B | -2,007,754 (-5.2%) |
| 2 | Invesco Ltd. | 24,122,314 | 11.02% | $1.1B | +74,729 (+0.3%) |
| 3 | MORGAN STANLEY | 21,230,903 | 9.70% | $929.1M | +16,680,538 (+366.6%) |
| 4 | Blackstone Inc. | 10,367,520 | 4.74% | $453.7M | +1,612,098 (+18.4%) |
| 5 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 8,637,568 | 3.95% | $378.0M | -232,248 (-2.6%) |
| 6 | GOLDMAN SACHS GROUP INC | 8,527,559 | 3.89% | $373.2M | -230,953 (-2.6%) |
| 7 | TORTOISE CAPITAL ADVISORS, L.L.C. | 6,506,154 | 2.97% | $284.7M | -2,273,474 (-25.9%) |
| 8 | NEUBERGER BERMAN GROUP LLC | 6,190,369 | 2.83% | $270.9M | -93,341 (-1.5%) |
| 9 | CHICKASAW CAPITAL MANAGEMENT LLC | 5,507,654 | 2.52% | $241.0M | -69,371 (-1.2%) |
| 10 | KAYNE ANDERSON CAPITAL ADVISORS LP | 3,928,197 | 1.79% | $171.9M | +10,106 (+0.3%) |
| 11 | UBS Group AG | 3,567,482 | 1.63% | $156.1M | -154,756 (-4.2%) |
| 12 | Clearbridge Investments, LLC | 2,711,343 | 1.24% | $118.6M | +87,400 (+3.3%) |
| 13 | WESTWOOD HOLDINGS GROUP INC | 2,183,188 | 1.00% | $95.5M | +40,255 (+1.9%) |
| 14 | BNP PARIBAS FINANCIAL MARKETS | 1,992,817 | 0.91% | $87.2M | -114,273 (-5.4%) |
| 15 | MILLER HOWARD INVESTMENTS INC /NY | 1,648,942 | 0.75% | $72.2M | +63,967 (+4.0%) |
| 16 | ING GROEP NV | 1,587,500 | 0.73% | $69.5M | — |
| 17 | Fractal Investments LLC | 1,524,646 | 0.70% | $66.7M | -53,160 (-3.4%) |
| 18 | BANK OF AMERICA CORP /DE/ | 1,366,602 | 0.62% | $59.8M | +238,318 (+21.1%) |
| 19 | BARCLAYS PLC | 1,336,050 | 0.61% | $58.5M | +274,140 (+25.8%) |
| 20 | BERKLEY W R CORP | 1,266,970 | 0.58% | $55.4M | — |
| 21 | CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 1,259,900 | 0.58% | $55.1M | -417,000 (-24.9%) |
| 22 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1,217,182 | 0.56% | $53.3M | -17,697 (-1.4%) |
| 23 | Recurrent Investment Advisors LLC | 1,133,291 | 0.52% | $49.6M | -1,467 (-0.1%) |
| 24 | EAGLE GLOBAL ADVISORS LLC | 1,041,420 | 0.48% | $45.6M | -22,500 (-2.1%) |
| 25 | JPMORGAN CHASE & CO | 980,558 | 0.45% | $42.5M | -509,936 (-34.2%) |
| 26 | STIFEL FINANCIAL CORP | 975,975 | 0.45% | $42.7M | -7,969 (-0.8%) |
| 27 | LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 914,525 | 0.42% | $40.0M | — |
| 28 | WELLS FARGO & COMPANY/MN | 862,254 | 0.39% | $37.7M | +23,699 (+2.8%) |
| 29 | FIRST TRUST ADVISORS LP | 757,171 | 0.35% | $33.1M | -145,414 (-16.1%) |
| 30 | HRT FINANCIAL LP | 747,937 | 0.34% | $32.7M | +344,624 (+85.4%) |
| 31 | Brookfield Corp /ON/ | 731,378 | 0.33% | $32.0M | +60,368 (+9.0%) |
| 32 | NATIXIS | 657,600 | 0.30% | $28.8M | -11,500 (-1.7%) |
| 33 | CIBC Bancorp USA Inc. | 645,168 | 0.29% | $28.2M | -426,970 (-39.8%) |
| 34 | Texas Yale Capital Corp. | 638,096 | 0.29% | $27.9M | +5,275 (+0.8%) |
| 35 | RAYMOND JAMES FINANCIAL INC | 566,167 | 0.26% | $24.8M | +10,440 (+1.9%) |
| 36 | Allianz Asset Management GmbH | 443,487 | 0.20% | $19.4M | — |
| 37 | Catalyst Capital Advisors LLC | 406,912 | 0.19% | $17.8M | +5,100 (+1.3%) |
| 38 | Terril Brothers, Inc. | 402,969 | 0.18% | $17.6M | -2,220 (-0.5%) |
| 39 | Adams Asset Advisors, LLC | 374,823 | 0.17% | $16.4M | +32,718 (+9.6%) |
| 40 | Empowered Funds, LLC | 362,716 | 0.17% | $15.9M | -110,273 (-23.3%) |
| 41 | RR Advisors, LLC | 356,123 | 0.16% | $15.6M | +171,810 (+93.2%) |
| 42 | Empirical Finance, LLC | 330,016 | 0.15% | $14.4M | -112,173 (-25.4%) |
| 43 | LPL Financial LLC | 325,656 | 0.15% | $14.3M | +25,732 (+8.6%) |
| 44 | JENNISON ASSOCIATES LLC | 313,367 | 0.14% | $13.7M | -6,048 (-1.9%) |
| 45 | CITADEL ADVISORS LLC | 304,274 | 0.14% | $13.3M | NEW |
| 46 | Knollwood Investment Advisory, LLC | 301,032 | 0.14% | $13.2M | — |
| 47 | Susquehanna Portfolio Strategies, LLC | 287,825 | 0.13% | $12.6M | -780 (-0.3%) |
| 48 | Sovereign Investment Advisors, LLC | 274,479 | 0.13% | $12.0M | — |
| 49 | Slotnik Capital, LLC | 262,614 | 0.12% | $11.5M | — |
| 50 | Waverly Advisors, LLC | 250,869 | 0.11% | $11.0M | -2,450 (-1.0%) |
| 51 | VICTORY CAPITAL MANAGEMENT INC | 249,581 | 0.11% | $10.9M | — |
| 52 | Advisors Asset Management, Inc. | 232,840 | 0.11% | $10.2M | -9,618 (-4.0%) |
| 53 | EXCHANGE TRADED CONCEPTS, LLC | 224,453 | 0.10% | $9.8M | -45,204 (-16.8%) |
| 54 | Maryland State Retirement & Pension System | 216,251 | 0.10% | $9.5M | -1,423 (-0.7%) |
| 55 | STEPHENS INC /AR/ | 215,066 | 0.10% | $9.4M | +9,613 (+4.7%) |
| 56 | ROYAL BANK OF CANADA | 207,128 | 0.09% | $9.1M | -33,958 (-14.1%) |
| 57 | Heronetta Management, L.P. | 206,361 | 0.09% | $9.0M | — |
| 58 | Arax Advisory Partners | 202,996 | 0.09% | $8.9M | +201,096 (+10584.0%) |
| 59 | Militia Capital Management LLC | 200,250 | 0.09% | $8.8M | -400,500 (-66.7%) |
| 60 | CITIGROUP INC | 175,596 | 0.08% | $7.7M | +12,979 (+8.0%) |
| 61 | Ellsworth Advisors, LLC | 172,429 | 0.08% | $7.8M | +6,123 (+3.7%) |
| 62 | HORIZON KINETICS ASSET MANAGEMENT LLC | 172,227 | 0.08% | $7.5M | +2,483 (+1.5%) |
| 63 | Americana Partners, LLC | 161,245 | 0.07% | $7.1M | -814 (-0.5%) |
| 64 | EVERGREEN CAPITAL MANAGEMENT LLC | 155,867 | 0.07% | $6.8M | -2,300 (-1.5%) |
| 65 | Sanctuary Advisors, LLC | 144,248 | 0.07% | $6.3M | +192 (+0.1%) |
| 66 | BANK OF MONTREAL /CAN/ | 139,447 | 0.06% | $6.1M | NEW |
| 67 | Mariner, LLC | 137,042 | 0.06% | $6.0M | +7,670 (+5.9%) |
| 68 | Treasurer of the State of North Carolina | 135,028 | 0.06% | $5.9M | NEW |
| 69 | Rockefeller Capital Management L.P. | 134,118 | 0.06% | $5.9M | +319 (+0.2%) |
| 70 | CIBC WORLD MARKET INC. | 132,700 | 0.06% | $5.8M | -24,500 (-15.6%) |
| 71 | Cresset Asset Management, LLC | 131,835 | 0.06% | $5.8M | +1,859 (+1.4%) |
| 72 | ENVESTNET ASSET MANAGEMENT INC | 110,559 | 0.05% | $4.8M | -152 (-0.1%) |
| 73 | HENNESSY ADVISORS INC | 110,260 | 0.05% | $4.8M | — |
| 74 | Cambridge Investment Research Advisors, Inc. | 109,676 | 0.05% | $4.8M | +51,638 (+89.0%) |
| 75 | Lavaca Capital LLC | 108,000 | 0.05% | $4.7M | — |
| 76 | Cetera Investment Advisers | 99,433 | 0.05% | $4.4M | -4,862 (-4.7%) |
| 77 | HighTower Advisors, LLC | 98,294 | 0.04% | $4.3M | +12,252 (+14.2%) |
| 78 | Summit Financial, LLC | 94,579 | 0.04% | $4.1M | +277 (+0.3%) |
| 79 | GLENMEDE TRUST CO NA | 85,481 | 0.04% | $3.7M | — |
| 80 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 85,150 | 0.04% | $3.7M | -6,500 (-7.1%) |
| 81 | Pathstone Holdings, LLC | 83,078 | 0.04% | $3.6M | — |
| 82 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 78,819 | 0.04% | $3.4M | — |
| 83 | D.A. DAVIDSON & CO. | 74,339 | 0.03% | $3.3M | +1,890 (+2.6%) |
| 84 | MAI Capital Management | 73,587 | 0.03% | $3.2M | +25,923 (+54.4%) |
| 85 | Pekin Hardy Strauss, Inc. | 73,156 | 0.03% | $3.2M | +6 (+0.0%) |
| 86 | NewEdge Advisors, LLC | 71,977 | 0.03% | $3.1M | +5,393 (+8.1%) |
| 87 | GraniteShares Advisors LLC | 70,436 | 0.03% | $3.1M | +9,225 (+15.1%) |
| 88 | Hartree Partners, LP | 66,000 | 0.03% | $2.9M | NEW |
| 89 | BlackRock, Inc. | 65,655 | 0.03% | $2.9M | -1 (-0.0%) |
| 90 | Parkside Financial Bank & Trust | 65,520 | 0.03% | $2.9M | +82 (+0.1%) |
| 91 | VAN ECK ASSOCIATES CORP | 63,189 | 0.03% | $2.8M | -14,114 (-18.3%) |
| 92 | Kestra Advisory Services, LLC | 61,450 | 0.03% | $2.7M | +9,156 (+17.5%) |
| 93 | DIVIDEND ASSETS CAPITAL, LLC | 59,492 | 0.03% | $2.6M | -4,863 (-7.6%) |
| 94 | HUB Investment Partners, LLC | 59,219 | 0.03% | $2.6M | -1,343 (-2.2%) |
| 95 | TRUIST FINANCIAL CORP | 55,370 | 0.03% | $2.4M | +7,876 (+16.6%) |
| 96 | CAPTRUST FINANCIAL ADVISORS | 54,487 | 0.02% | $2.4M | +1,267 (+2.4%) |
| 97 | HUNTINGTON NATIONAL BANK | 49,999 | 0.02% | $2.2M | — |
| 98 | CFM WEALTH PARTNERS LLC | 49,883 | 0.02% | $2.2M | — |
| 99 | ELCO Management Co., LLC | 49,437 | 0.02% | $2.2M | -712 (-1.4%) |
| 100 | WEXFORD CAPITAL LP | 48,526 | 0.02% | $2.1M | — |
| 101 | SageGuard Financial Group, LLC | 44,477 | 0.02% | $1.9M | +133 (+0.3%) |
| 102 | JANE STREET GROUP, LLC | 44,072 | 0.02% | $1.9M | NEW |
| 103 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 43,655 | 0.02% | $1.9M | — |
| 104 | AlTi Global, Inc. | 42,800 | 0.02% | $1.9M | +29,996 (+234.3%) |
| 105 | Quantinno Capital Management LP | 42,161 | 0.02% | $1.8M | +33,056 (+363.1%) |
| 106 | OSAIC HOLDINGS, INC. | 41,633 | 0.02% | $1.8M | +10,882 (+35.4%) |
| 107 | GUGGENHEIM CAPITAL LLC | 39,913 | 0.02% | $1.7M | +859 (+2.2%) |
| 108 | AlphaCore Capital LLC | 39,555 | 0.02% | $1.7M | — |
| 109 | FMR LLC | 39,236 | 0.02% | $1.7M | +200 (+0.5%) |
| 110 | Creative Planning | 38,676 | 0.02% | $1.7M | -8,677 (-18.3%) |
| 111 | Samalin Investment Counsel, LLC | 38,560 | 0.02% | $1.7M | +794 (+2.1%) |
| 112 | NORTHERN TRUST CORP | 38,491 | 0.02% | $1.7M | -2,673 (-6.5%) |
| 113 | Beacon Pointe Advisors, LLC | 37,727 | 0.02% | $1.7M | +647 (+1.7%) |
| 114 | CHILTON CAPITAL MANAGEMENT LLC | 36,919 | 0.02% | $1.6M | -3,550 (-8.8%) |
| 115 | OPPENHEIMER ASSET MANAGEMENT INC. | 36,303 | 0.02% | $1.6M | +259 (+0.7%) |
| 116 | Requisite Capital Management, LLC | 36,046 | 0.02% | $1.6M | — |
| 117 | IFG Advisory, LLC | 36,044 | 0.02% | $1.6M | +1,467 (+4.2%) |
| 118 | ALBERT D MASON INC | 35,672 | 0.02% | $1.6M | +277 (+0.8%) |
| 119 | COMMONWEALTH EQUITY SERVICES, LLC | 35,290 | 0.02% | $1.5M | +7,889 (+28.8%) |
| 120 | Cedar Wealth Management, LLC | 34,542 | 0.02% | $1.5M | +6,840 (+24.7%) |
| 121 | Turtle Creek Wealth Advisors, LLC | 34,402 | 0.02% | $1.5M | — |
| 122 | INDEPENDENT FINANCIAL GROUP, LLC | 34,393 | 0.02% | $1.5M | -1,336 (-3.7%) |
| 123 | KEYBANK NATIONAL ASSOCIATION/OH | 33,177 | 0.02% | $1.5M | — |
| 124 | IEQ CAPITAL, LLC | 32,253 | 0.01% | $1.4M | +642 (+2.0%) |
| 125 | DAYMARK WEALTH PARTNERS, LLC | 31,947 | 0.01% | $1.4M | -17,089 (-34.8%) |
| 126 | Cerity Partners LLC | 31,209 | 0.01% | $1.4M | -112 (-0.4%) |
| 127 | US BANCORP \DE\ | 30,710 | 0.01% | $1.3M | — |
| 128 | NewEdge Wealth, LLC | 29,500 | 0.01% | $1.3M | +6,048 (+25.8%) |
| 129 | PFG Investments, LLC | 29,201 | 0.01% | $1.3M | -2,909 (-9.1%) |
| 130 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 28,970 | 0.01% | $1.3M | -1,194 (-4.0%) |
| 131 | BWM Planning, LLC | 28,325 | 0.01% | $1.2M | — |
| 132 | Nicholas Wealth, LLC. | 28,089 | 0.01% | $1.2M | +28 (+0.1%) |
| 133 | Curi Capital, LLC | 27,938 | 0.01% | $1.2M | — |
| 134 | Chicago Partners Investment Group LLC | 27,700 | 0.01% | $1.3M | +5,692 (+25.9%) |
| 135 | Moors & Cabot, Inc. | 26,577 | 0.01% | $1.2M | +293 (+1.1%) |
| 136 | Apollon Wealth Management, LLC | 26,345 | 0.01% | $1.2M | -3,914 (-12.9%) |
| 137 | AMERICAN FINANCIAL GROUP INC | 25,500 | 0.01% | $1.1M | — |
| 138 | Abel Hall, LLC | 25,188 | 0.01% | $1.1M | — |
| 139 | Summit Trail Advisors, LLC | 25,135 | 0.01% | $1.1M | +21 (+0.1%) |
| 140 | FIDELIS CAPITAL PARTNERS, LLC | 25,020 | 0.01% | $1.1M | -11,001 (-30.5%) |
| 141 | JBF Capital, Inc. | 25,000 | 0.01% | $1.1M | — |
| 142 | ARDSLEY ADVISORY PARTNERS LP | 25,000 | 0.01% | $1.1M | NEW |
| 143 | Advisory Services Network, LLC | 24,501 | 0.01% | $1.1M | -491 (-2.0%) |
| 144 | Jump Financial, LLC | 24,308 | 0.01% | $1.1M | -270,442 (-91.8%) |
| 145 | SL ADVISORS, LLC | 23,466 | 0.01% | $1.0M | -136 (-0.6%) |
| 146 | Janney Montgomery Scott LLC | 23,052 | 0.01% | $1.0M | NEW |
| 147 | Steward Partners Investment Advisory, LLC | 22,005 | 0.01% | $963K | +9,247 (+72.5%) |
| 148 | Kercheville Advisors, LLC | 22,000 | 0.01% | $963K | +2,700 (+14.0%) |
| 149 | Autumn Glory Partners, LLC | 22,000 | 0.01% | $963K | -9,000 (-29.0%) |
| 150 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 21,807 | 0.01% | $973K | -8,015 (-26.9%) |
| 151 | CVFG LLC | 21,630 | 0.01% | $947K | -100 (-0.5%) |
| 152 | GFS Advisors, LLC | 21,200 | 0.01% | $45K | NEW |
| 153 | ProShare Advisors LLC | 21,080 | 0.01% | $922K | +1,023 (+5.1%) |
| 154 | Plan Group Financial, LLC | 20,350 | 0.01% | $891K | +2,220 (+12.2%) |
| 155 | Mutual Advisors, LLC | 20,253 | 0.01% | $886K | +218 (+1.1%) |
| 156 | SIMPLEX TRADING, LLC | 19,324 | 0.01% | $846K | -7,776 (-28.7%) |
| 157 | Concurrent Investment Advisors, LLC | 19,118 | 0.01% | $837K | +1,710 (+9.8%) |
| 158 | NAVELLIER & ASSOCIATES INC | 18,111 | 0.01% | $793K | +7,488 (+70.5%) |
| 159 | Evanson Financial, LLC | 18,097 | 0.01% | $792K | NEW |
| 160 | Bramshill Investments, LLC | 18,043 | 0.01% | $790K | +192 (+1.1%) |
| 161 | Snowden Capital Advisors LLC | 17,440 | 0.01% | $763K | -347 (-2.0%) |
| 162 | GSA CAPITAL PARTNERS LLP | 17,429 | 0.01% | $763K | -33,201 (-65.6%) |
| 163 | SIMON QUICK ADVISORS, LLC | 17,400 | 0.01% | $761K | — |
| 164 | Stratos Wealth Partners, LTD. | 17,086 | 0.01% | $748K | +3,344 (+24.3%) |
| 165 | VestGen Advisors, LLC | 16,981 | 0.01% | $743K | +367 (+2.2%) |
| 166 | Cornerstone Management, Inc. | 16,735 | 0.01% | $732K | — |
| 167 | Rockwood Wealth Management, LLC | 16,713 | 0.01% | $731K | — |
| 168 | Caprock Group, LLC | 16,365 | 0.01% | $716K | +86 (+0.5%) |
| 169 | BLAIR WILLIAM & CO/IL | 16,335 | 0.01% | $715K | +6,651 (+68.7%) |
| 170 | DIVERSIFIED TRUST CO | 16,251 | 0.01% | $711K | — |
| 171 | Kovack Advisors, Inc. | 16,251 | 0.01% | $710K | -6,955 (-30.0%) |
| 172 | Bollard Group LLC | 16,219 | 0.01% | $710K | — |
| 173 | Lido Advisors, LLC | 16,092 | 0.01% | $704K | +205 (+1.3%) |
| 174 | ACADIAN ASSET MANAGEMENT LLC | 15,931 | 0.01% | $697K | NEW |
| 175 | Penbrook Management LLC | 15,900 | 0.01% | $696K | — |
| 176 | NOVEM GROUP | 15,843 | 0.01% | $693K | +300 (+1.9%) |
| 177 | &PARTNERS | 15,476 | 0.01% | $677K | -1,060 (-6.4%) |
| 178 | Focus Partners Wealth | 15,344 | 0.01% | $671K | -6,356 (-29.3%) |
| 179 | Fayez Sarofim & Co | 14,704 | 0.01% | $643K | — |
| 180 | Ulland Investment Advisors, LLC | 14,650 | 0.01% | $641K | +2,650 (+22.1%) |
| 181 | Icon Wealth Advisors, LLC | 14,347 | 0.01% | $628K | +199 (+1.4%) |
| 182 | BITTERROOT CAPITAL ADVISORS LLC | 14,298 | 0.01% | $626K | +1,260 (+9.7%) |
| 183 | Oxinas Partners, LLC | 13,761 | 0.01% | $602K | — |
| 184 | Corient Private Wealth LP | 13,745 | 0.01% | $601K | -8,526 (-38.3%) |
| 185 | CASTLEARK MANAGEMENT LLC | 13,390 | 0.01% | $586K | — |
| 186 | Bank of New York Mellon Corp | 13,390 | 0.01% | $586K | +10 (+0.1%) |
| 187 | HOURGLASS CAPITAL, LLC | 13,308 | 0.01% | $582K | — |
| 188 | Kaizen Financial Strategies | 13,213 | 0.01% | $570K | +640 (+5.1%) |
| 189 | MGO ONE SEVEN LLC | 12,920 | 0.01% | $565K | +1,671 (+14.9%) |
| 190 | Westover Capital Advisors, LLC | 12,700 | 0.01% | $556K | — |
| 191 | PEAPACK GLADSTONE FINANCIAL CORP | 12,302 | 0.01% | $539K | -363 (-2.9%) |
| 192 | Linscomb Wealth, Inc. | 12,068 | 0.01% | $528K | -7,661 (-38.8%) |
| 193 | Global Retirement Partners, LLC | 12,027 | 0.01% | $526K | NEW |
| 194 | DIMENSIONAL FUND ADVISORS LP | 11,820 | 0.01% | $517K | -144 (-1.2%) |
| 195 | South Street Advisors LLC | 11,660 | 0.01% | $510K | +3,020 (+35.0%) |
| 196 | Prospera Financial Services Inc | 11,420 | 0.01% | $500K | +355 (+3.2%) |
| 197 | Fiduciary Group, LLC | 11,420 | 0.01% | $500K | +1,000 (+9.6%) |
| 198 | HOWARD FINANCIAL SERVICES, LTD. | 11,401 | 0.01% | $499K | +222 (+2.0%) |
| 199 | FIDUCIARY FINANCIAL GROUP, LLC | 11,042 | 0.01% | $483K | +361 (+3.4%) |
| 200 | Avidian Wealth Enterprises, LLC | 10,953 | 0.01% | $479K | NEW |
| 201 | KESTRA PRIVATE WEALTH SERVICES, LLC | 10,760 | 0.00% | $471K | -8,739 (-44.8%) |
| 202 | WHALEROCK POINT PARTNERS, LLC | 10,600 | 0.00% | $464K | NEW |
| 203 | F/m Investments LLC | 10,340 | 0.00% | $452K | — |
| 204 | SCHULHOFF & CO INC | 10,100 | 0.00% | $442K | — |
| 205 | Belfer Management LLC | 10,081 | 0.00% | $441K | -2,017 (-16.7%) |
| 206 | Hardy Reed LLC | 10,050 | 0.00% | $440K | — |
| 207 | Belpointe Asset Management LLC | 10,000 | 0.00% | $438K | NEW |
| 208 | Integrated Wealth Concepts LLC | 9,922 | 0.00% | $434K | +3,717 (+59.9%) |
| 209 | Private Advisor Group, LLC | 9,902 | 0.00% | $433K | +422 (+4.5%) |
| 210 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 9,698 | 0.00% | $424K | +825 (+9.3%) |
| 211 | Collaborative Capital Advisors LLC | 9,620 | 0.00% | $421K | NEW |
| 212 | SG Americas Securities, LLC | 9,459 | 0.00% | $414K | -1,760 (-15.7%) |
| 213 | CHOREO, LLC | 9,388 | 0.00% | $411K | -487 (-4.9%) |
| 214 | COMMERCE BANK | 9,367 | 0.00% | $410K | NEW |
| 215 | MITCHELL MCLEOD PUGH & WILLIAMS INC | 9,327 | 0.00% | $408K | +952 (+11.4%) |
| 216 | GABELLI FUNDS LLC | 9,051 | 0.00% | $396K | — |
| 217 | Cascade Financial Partners, LLC | 8,926 | 0.00% | $391K | — |
| 218 | Cadent Capital Advisors, LLC | 8,917 | 0.00% | $390K | +74 (+0.8%) |
| 219 | HB Wealth Management, LLC | 8,840 | 0.00% | $387K | -1,099 (-11.1%) |
| 220 | IHT Wealth Management, LLC | 8,833 | 0.00% | $387K | NEW |
| 221 | Tidal Investments LLC | 8,769 | 0.00% | $384K | +3,828 (+77.5%) |
| 222 | Convergence Financial, LLC | 8,684 | 0.00% | $380K | -76 (-0.9%) |
| 223 | Gruss & Co., LLC | 8,500 | 0.00% | $372K | NEW |
| 224 | Stonebridge Financial Group, LLC / MO | 8,431 | 0.00% | $369K | +48 (+0.6%) |
| 225 | Intrua Financial, LLC | 8,357 | 0.00% | $366K | +1,764 (+26.8%) |
| 226 | Corps Capital Advisors, LLC | 8,316 | 0.00% | $364K | — |
| 227 | M&T Bank Corp | 8,276 | 0.00% | $362K | -264 (-3.1%) |
| 228 | DRW Securities, LLC | 8,024 | 0.00% | $351K | +3,022 (+60.4%) |
| 229 | Quantum Financial Planning Services, Inc. | 8,000 | 0.00% | $350K | — |
| 230 | Obermeyer Wealth Partners | 8,000 | 0.00% | $350K | — |
| 231 | Fulcrum Asset Management LLP | 7,933 | 0.00% | $344K | — |
| 232 | MOODY NATIONAL BANK TRUST DIVISION | 7,547 | 0.00% | $330K | — |
| 233 | SUMMIT SECURITIES GROUP LLC | 7,500 | 0.00% | $328K | NEW |
| 234 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,393 | 0.00% | $324K | -96,261 (-92.9%) |
| 235 | Savant Capital, LLC | 7,348 | 0.00% | $312K | NEW |
| 236 | PDS Planning, Inc | 7,200 | 0.00% | $315K | NEW |
| 237 | Sequoia Financial Advisors, LLC | 7,175 | 0.00% | $314K | — |
| 238 | INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 7,132 | 0.00% | $312K | — |
| 239 | Outlook Wealth Advisors, LLC | 7,063 | 0.00% | $309K | -15 (-0.2%) |
| 240 | Nicholas Hoffman & Company, LLC. | 7,000 | 0.00% | $306K | +1,000 (+16.7%) |
| 241 | Virtu Financial LLC | 6,880 | 0.00% | $301K | -36,751 (-84.2%) |
| 242 | BROWN BROTHERS HARRIMAN & CO | 6,816 | 0.00% | $298K | +1,000 (+17.2%) |
| 243 | Magnus Financial Group LLC | 6,651 | 0.00% | $291K | +834 (+14.3%) |
| 244 | FIFTH THIRD BANCORP | 6,620 | 0.00% | $290K | +189 (+2.9%) |
| 245 | Venture Visionary Partners LLC | 6,500 | 0.00% | $284K | +200 (+3.2%) |
| 246 | Laird Norton Wetherby Trust Company, LLC | 6,450 | 0.00% | $282K | — |
| 247 | Curated Wealth Partners LLC | 6,400 | 0.00% | $280K | — |
| 248 | Naviter Wealth, LLC | 6,400 | 0.00% | $280K | — |
| 249 | Hickory Point Bank & Trust | 6,350 | 0.00% | $278K | — |
| 250 | Wilmington Savings Fund Society, FSB | 6,343 | 0.00% | $278K | — |
Exited since 2026-03-31 (24 filers; largest 24 shown)
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 |
|---|---|---|---|---|---|
| Alerian MLP ETF | SCHEDULE 13G/A | 2026-07-09 | 2026-06-30 | 36,093,217 | 8.74% |
| ALPS Advisors, Inc. | SCHEDULE 13G/A | 2026-07-09 | 2026-06-30 | 36,629,600 | 8.87% |
| Anadarko Holding Company | SCHEDULE 13D/A | 2026-02-05 | 2026-02-03 | 9,004,209 | 2.3% |
| Anadarko Petroleum Corporation | SCHEDULE 13D/A | 2026-02-05 | 2026-02-03 | 150,374,176 | 38.3% |
| Anadarko USH1 Corporation | SCHEDULE 13D/A | 2026-02-05 | 2026-02-03 | 9,004,209 | 2.3% |
| APC Midstream Holdings, LLC | SCHEDULE 13D/A | 2026-02-05 | 2026-02-03 | 457,849 | 0.1% |
| Baseball Merger Sub 2, Inc. | SCHEDULE 13D/A | 2026-02-05 | 2026-02-03 | 150,374,176 | 38.3% |
| Kerr-McGee Corporation | SCHEDULE 13D/A | 2026-02-05 | 2026-02-03 | 9,004,209 | 2.3% |
| Kerr-McGee Worldwide Corporation | SCHEDULE 13D/A | 2026-02-05 | 2026-02-03 | 9,004,209 | 2.3% |
| Occidental Petroleum Corporation | SCHEDULE 13D/A | 2026-02-05 | 2026-02-03 | 150,374,176 | 38.3% |
| OXY Oil Partners, Inc. | SCHEDULE 13D/A | 2026-02-05 | 2026-02-03 | 150,374,176 | 38.3% |
| OXY USA Inc. | SCHEDULE 13D/A | 2026-02-05 | 2026-02-03 | 150,374,176 | 38.3% |
| Western Gas Resources, Inc. | SCHEDULE 13D/A | 2026-02-05 | 2026-02-03 | 141,369,967 | 36% |
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.