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.

Sprott Physical Gold Trust

CIK 0001477049PHYS· quarter ending 2026-06-30

Shares outstanding

475,484,857

as of 2025-12-31 · 40-F cover page, filed 2026-03-13

Held by 13F filers

148,854,273

31.3% of shares outstanding

Holders

654

-28 vs 2026-03-31 · 49 new, 77 exited

Value

$4.5B

shares +8.9% vs prior quarter

Share classes (cover page of the 40-F filed 2026-03-13, as of 2025-12-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	—	475,484,857	148,854,273	31.3%	654	85207H104

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
	85207H104	PHYSICAL GOLD TR	654	148,854,273	475,484,857	31.3%	$4.5B	1 call / 1 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 654 · 85207H104)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	ROYAL BANK OF CANADA	9,287,092	1.95%	$280.2M	+222,049 (+2.4%)
2	Cambridge Investment Research Advisors, Inc.	6,232,724	1.31%	$188.0M	+3,150,395 (+102.2%)
3	CENTRAL TRUST Co	5,891,785	1.24%	$177.8M	+349,130 (+6.3%)
4	Federation des caisses Desjardins du Quebec	5,889,428	1.24%	$177.2M	+68,101 (+1.2%)
5	MORGAN STANLEY	5,242,209	1.10%	$158.2M	-295,553 (-5.3%)
6	Heritage Wealth Advisors	4,706,640	0.99%	$142.0M	-87,815 (-1.8%)
7	Pekin Hardy Strauss, Inc.	4,460,932	0.94%	$134.6M	NEW
8	Evanson Financial, LLC	3,598,792	0.76%	$108.6M	NEW
9	JUPITER ASSET MANAGEMENT LTD	3,426,260	0.72%	$103.8M	+155,987 (+4.8%)
10	IMC-Chicago, LLC	3,250,316	0.68%	$98.1M	+801,098 (+32.7%)
11	CAPTRUST FINANCIAL ADVISORS	2,536,730	0.53%	$76.5M	+4,790 (+0.2%)
12	LPL Financial LLC	2,315,840	0.49%	$69.9M	-45,758 (-1.9%)
13	Bleakley Financial Group, LLC	2,234,144	0.47%	$67.4M	+14,328 (+0.6%)
14	MATAURO, LLC	2,119,854	0.45%	$64.0M	+54,436 (+2.6%)
15	SPROTT INC.	2,054,043	0.43%	$62.0M	-55,445 (-2.6%)
16	Kestra Advisory Services, LLC	1,980,953	0.42%	$59.8M	+633,760 (+47.0%)
17	RAYMOND JAMES FINANCIAL INC	1,976,995	0.42%	$59.6M	-30,135 (-1.5%)
18	ENVESTNET ASSET MANAGEMENT INC	1,711,864	0.36%	$51.6M	-91,524 (-5.1%)
19	WELLS FARGO & COMPANY/MN	1,680,632	0.35%	$50.7M	-91,773 (-5.2%)
20	Cetera Investment Advisers	1,658,246	0.35%	$50.0M	-68,543 (-4.0%)
21	SouthState Bank Corp	1,651,138	0.35%	$49.8M	-84,299 (-4.9%)
22	Weiss Asset Management LP	1,611,647	0.34%	$48.6M	+1,127,546 (+232.9%)
23	GOLDMAN SACHS GROUP INC	1,525,066	0.32%	$46.0M	+169,317 (+12.5%)
24	Beacon Pointe Advisors, LLC	1,510,702	0.32%	$45.6M	-45,612 (-2.9%)
25	Forest Hill Capital, LLC	1,448,500	0.30%	$43.7M	—
26	WIT Partners Advisory Pte. Ltd.	1,401,170	0.29%	$42.3M	+459,950 (+48.9%)
27	HighTower Advisors, LLC	1,397,071	0.29%	$42.1M	+111,165 (+8.6%)
28	COMMONWEALTH EQUITY SERVICES, LLC	1,384,395	0.29%	$41.8M	-45,826 (-3.2%)
29	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1,352,007	0.28%	$40.8M	+552,431 (+69.1%)
30	OSAIC HOLDINGS, INC.	1,135,838	0.24%	$34.3M	+320,321 (+39.3%)
31	JPMORGAN CHASE & CO	1,109,628	0.23%	$33.6M	+819,841 (+282.9%)
32	Intesa Sanpaolo Wealth Management	1,076,705	0.23%	$32.5M	+573,456 (+114.0%)
33	3EDGE Asset Management, LP	1,046,369	0.22%	$31.6M	+183,001 (+21.2%)
34	Capital Wealth Alliance, LLC	967,562	0.20%	$29.2M	+10,996 (+1.1%)
35	Auxano Advisors, LLC	929,843	0.20%	$28.1M	-77,894 (-7.7%)
36	SUSQUEHANNA INTERNATIONAL GROUP, LLP	904,630	0.19%	$27.3M	+867,637 (+2345.4%)
37	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	845,580	0.18%	$25.5M	-7,725 (-0.9%)
38	VAN DEN BERG MANAGEMENT I, INC	829,987	0.17%	$25.0M	-4,974 (-0.6%)
39	BANK OF AMERICA CORP /DE/	818,688	0.17%	$24.7M	-14,155 (-1.7%)
40	CIBC WORLD MARKET INC.	811,023	0.17%	$24.5M	+86,529 (+11.9%)
41	Tidal Investments LLC	774,770	0.16%	$23.4M	+320,296 (+70.5%)
42	BANK OF MONTREAL /CAN/	773,714	0.16%	$23.3M	+10,758 (+1.4%)
43	STIFEL FINANCIAL CORP	764,656	0.16%	$23.1M	-93,683 (-10.9%)
44	TCP Asset Management, LLC	751,464	0.16%	$22.7M	+93,548 (+14.2%)
45	Basepoint Wealth LLC	730,965	0.15%	$22.1M	-57,352 (-7.3%)
46	JANE STREET GROUP, LLC	724,931	0.15%	$21.9M	-651,449 (-47.3%)
47	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	662,675	0.14%	$20.5M	-449,335 (-40.4%)
48	Integrated Wealth Concepts LLC	647,375	0.14%	$19.5M	+9,833 (+1.5%)
49	LEAVELL INVESTMENT MANAGEMENT, INC.	623,701	0.13%	$18.8M	+21,998 (+3.7%)
50	Cannell & Spears LLC	617,290	0.13%	$18.6M	—
51	Marex Group Ltd	613,413	0.13%	$18.5M	-21,643 (-3.4%)
52	O'Brien Greene & Co. Inc	591,138	0.12%	$17.8M	+9,722 (+1.7%)
53	Private Advisor Group, LLC	583,775	0.12%	$17.6M	-54,819 (-8.6%)
54	Cyndeo Wealth Partners, LLC	583,054	0.12%	$17.6M	+19,956 (+3.5%)
55	Kingsview Wealth Management, LLC	578,626	0.12%	$17.5M	+42,123 (+7.9%)
56	Wealthcare Advisory Partners LLC	545,634	0.11%	$16.5M	+6,593 (+1.2%)
57	Meixler Investment Management, Ltd.	544,154	0.11%	$16.4M	-4,590 (-0.8%)
58	FIDELIS CAPITAL PARTNERS, LLC	543,915	0.11%	$16.4M	—
59	NATIONAL BANK OF CANADA /FI/	522,965	0.11%	$15.6M	-169,904 (-24.5%)
60	BIP Wealth, LLC	515,018	0.11%	$15.5M	+8,296 (+1.6%)
61	TD Waterhouse Canada Inc.	497,860	0.10%	$15.1M	+36,385 (+7.9%)
62	Laird Norton Wetherby Trust Company, LLC	496,231	0.10%	$15.0M	-45,782 (-8.4%)
63	K.J. Harrison & Partners Inc	492,118	0.10%	$14.8M	-13,160 (-2.6%)
64	JOHNSON INVESTMENT COUNSEL INC	477,408	0.10%	$14.4M	+20,736 (+4.5%)
65	Sanctuary Advisors, LLC	475,285	0.10%	$14.3M	+8,176 (+1.8%)
66	Prospera Financial Services Inc	472,542	0.10%	$14.3M	-17,234 (-3.5%)
67	Baird Financial Group, Inc.	468,513	0.10%	$14.1M	-12,488 (-2.6%)
68	Mountain Lake Investment Management LLC	456,819	0.10%	$13.8M	+6,475 (+1.4%)
69	WEALTHCARE CAPITAL MANAGEMENT LLC	455,668	0.10%	$13.7M	-13,891 (-3.0%)
70	Essential Partners LLC	435,188	0.09%	$13.1M	+15,336 (+3.7%)
71	HENGEHOLD CAPITAL MANAGEMENT LLC	434,486	0.09%	$13.1M	-8,795 (-2.0%)
72	Essex Financial Services, Inc.	407,507	0.09%	$12.3M	+2,480 (+0.6%)
73	Asset One Wealth Management LLC	400,299	0.08%	$12.2M	+27,014 (+7.2%)
74	Global Endowment Management, LP	396,000	0.08%	$11.9M	—
75	Harbour Wealth Management Group, Inc.	388,111	0.08%	$11.7M	+217 (+0.1%)
76	Knoll Capital Management, LLC	387,055	0.08%	$11.7M	—
77	Farther Finance Advisors, LLC	382,275	0.08%	$11.5M	+3,397 (+0.9%)
78	Accordant Advisory Group Inc	380,102	0.08%	$11.5M	+1,410 (+0.4%)
79	TRANSCEND CAPITAL ADVISORS, LLC	376,280	0.08%	$11.4M	+3,106 (+0.8%)
80	SCOTIA CAPITAL INC.	374,791	0.08%	$11.7M	-375,459 (-50.0%)
81	Guild Investment Management, Inc.	367,845	0.08%	$11.1M	+4,975 (+1.4%)
82	Summit Financial, LLC	360,966	0.08%	$10.9M	-38,345 (-9.6%)
83	Ancora Advisors LLC	347,907	0.07%	$10.5M	-25 (-0.0%)
84	Kera Capital Partners, Inc.	345,748	0.07%	$10.4M	-15,632 (-4.3%)
85	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	342,711	0.07%	$10.3M	-32,856 (-8.7%)
86	Ameritas Advisory Services, LLC	335,233	0.07%	$10.1M	+152,989 (+83.9%)
87	Pacific Sage Partners, LLC	330,230	0.07%	$10.0M	+2,454 (+0.7%)
88	MAI Capital Management	329,709	0.07%	$9.9M	+26,405 (+8.7%)
89	Advisory Services Network, LLC	328,219	0.07%	$9.9M	-4,106 (-1.2%)
90	TrustWell Financial Advisors, LLC	325,214	0.07%	$9.8M	-3,787 (-1.2%)
91	INSIGNEO ADVISORY SERVICES, LLC	309,862	0.07%	$9.3M	+215,554 (+228.6%)
92	PHILADELPHIA TRUST CO	303,867	0.06%	$9.2M	-702 (-0.2%)
93	JP Wealth Management, Inc.	298,830	0.06%	$9.0M	-133,780 (-30.9%)
94	Janney Montgomery Scott LLC	294,052	0.06%	$8.9M	-4,849 (-1.6%)
95	Phraction Management LLC	290,467	0.06%	$8.8M	+24,000 (+9.0%)
96	Proactive Wealth Strategies LLC	287,086	0.06%	$8.7M	+98 (+0.0%)
97	Foundations Investment Advisors, LLC	276,021	0.06%	$8.3M	+247,898 (+881.5%)
98	Walser Wealth Management Company, A Ltd Liability Co	270,123	0.06%	$8.1M	+247,991 (+1120.5%)
99	MONEY CONCEPTS CAPITAL CORP	269,765	0.06%	$8.1M	-6,580 (-2.4%)
100	Ausdal Financial Partners, Inc.	267,799	0.06%	$8.1M	-5,010 (-1.8%)
101	Dakota Wealth Management	265,379	0.06%	$8.0M	+28,314 (+11.9%)
102	COURAGE CAPITAL MANAGEMENT LLC	264,500	0.06%	$8.0M	—
103	PFG Investments, LLC	255,745	0.05%	$7.7M	+10,136 (+4.1%)
104	Hubbell Strickland Wealth Management, LLC	252,812	0.05%	$7.6M	+2,095 (+0.8%)
105	Biltmore Family Office, LLC	251,740	0.05%	$7.6M	-23,250 (-8.5%)
106	MERCER GLOBAL ADVISORS INC /ADV	251,623	0.05%	$7.6M	-4,857 (-1.9%)
107	FULCRUM WEALTH ADVISORS, LLC	249,961	0.05%	$7.5M	-91,191 (-26.7%)
108	ArchPoint Investors	249,200	0.05%	$7.5M	—
109	Elevate Capital Advisors, LLC	241,383	0.05%	$7.3M	+13,986 (+6.2%)
110	BLAIR WILLIAM & CO/IL	240,543	0.05%	$7.3M	-1,112 (-0.5%)
111	Alpha Advisors, LLC/VA	235,739	0.05%	$7.1M	+2,034 (+0.9%)
112	World Investment Advisors	234,493	0.05%	$8.3M	-10,650 (-4.3%)
113	NewEdge Wealth, LLC	234,115	0.05%	$7.1M	—
114	Brookstone Capital Management	233,940	0.05%	$7.1M	+6,773 (+3.0%)
115	CAMELOT TECHNOLOGY ADVISORS, INC.	233,645	0.05%	$7.0M	+42 (+0.0%)
116	Mariner, LLC	233,622	0.05%	$7.0M	-61,459 (-20.8%)
117	Steward Partners Investment Advisory, LLC	225,504	0.05%	$6.8M	-4,940 (-2.1%)
118	OBERNDORF WILLIAM E	224,439	0.05%	$6.8M	—
119	SILVERCREST ASSET MANAGEMENT GROUP LLC	222,113	0.05%	$6.7M	—
120	PNC Financial Services Group, Inc.	222,040	0.05%	$6.7M	+841 (+0.4%)
121	Eaton Financial Holdings Company, LLC	218,561	0.05%	$6.6M	+4,961 (+2.3%)
122	XTX Topco Ltd	215,362	0.05%	$6.5M	+93,183 (+76.3%)
123	Latigo Investments, LLC	214,134	0.05%	$6.5M	—
124	Warwick Investment Management, Inc.	209,390	0.04%	$6.3M	—
125	AQR CAPITAL MANAGEMENT LLC	204,736	0.04%	$6.2M	+4,680 (+2.3%)
126	OPPENHEIMER & CO INC	203,742	0.04%	$6.1M	-5,330 (-2.5%)
127	Palumbo Wealth Management LLC	201,527	0.04%	$6.1M	-2,335 (-1.1%)
128	Basecamp Wealth Advisors LLC	201,458	0.04%	$6.1M	—
129	MACROVIEW INVESTMENT MANAGEMENT LLC	197,437	0.04%	$6.0M	-1,965 (-1.0%)
130	CERTUITY, LLC	196,585	0.04%	$5.9M	—
131	ALONGSIDE, LLC	195,849	0.04%	$5.9M	NEW
132	49 WEALTH MANAGEMENT, LLC	195,849	0.04%	$5.9M	NEW
133	Creative Planning	195,564	0.04%	$5.9M	-5,412 (-2.7%)
134	Lifetime Wealth Management P.C.	189,860	0.04%	$5.7M	-6,867 (-3.5%)
135	Chicago Capital, LLC	186,978	0.04%	$5.6M	—
136	Geneos Wealth Management Inc.	186,947	0.04%	$5.6M	+6,471 (+3.6%)
137	Rothschild Wealth LLC	186,625	0.04%	$5.6M	-9,813 (-5.0%)
138	BROWN BROTHERS HARRIMAN & CO	184,501	0.04%	$5.6M	+11,577 (+6.7%)
139	Pasadena Private Wealth, LLC	182,356	0.04%	$5.5M	+17,044 (+10.3%)
140	Beaumont Financial Advisors, LLC	175,936	0.04%	$5.3M	-386 (-0.2%)
141	Manatuck Hill Partners, LLC	175,000	0.04%	$5.3M	-25,000 (-12.5%)
142	Abacus Planning Group, Inc.	170,885	0.04%	$5.2M	—
143	LexAurum Advisors, LLC	170,117	0.04%	$5.1M	-175,167 (-50.7%)
144	Empire Financial Management Company, LLC	167,721	0.04%	$5.1M	+2,214 (+1.3%)
145	Stratos Wealth Partners, LTD.	167,225	0.04%	$5.0M	+4,218 (+2.6%)
146	Gladstone Institutional Advisory LLC	163,844	0.03%	$4.9M	-7,278 (-4.3%)
147	M. Kulyk & Associates, LLC	153,681	0.03%	$4.6M	+65,587 (+74.5%)
148	EVERGREEN CAPITAL MANAGEMENT LLC	151,962	0.03%	$4.6M	-12,920 (-7.8%)
149	Greenfield Seitz Capital Management, LLC	150,673	0.03%	$4.5M	-3,068 (-2.0%)
150	KOM Wealth Management Group, LLC	149,208	0.03%	$4.5M	+14,670 (+10.9%)
151	Valued Retirements, Inc.	147,619	0.03%	$4.5M	-1,968 (-1.3%)
152	Clearstead Advisors, LLC	147,094	0.03%	$4.4M	-2,934 (-2.0%)
153	Entruity Wealth, LLC	142,351	0.03%	$4.3M	-2,564 (-1.8%)
154	Capital Group Private Client Services, Inc.	140,091	0.03%	$4.2M	+10,014 (+7.7%)
155	Amitell Capital Pte Ltd	132,379	0.03%	$4.0M	+20,045 (+17.8%)
156	Red Door Wealth Management, LLC	130,322	0.03%	$3.9M	+15,460 (+13.5%)
157	Pine Valley Investments Ltd Liability Co	127,327	0.03%	$3.8M	+16,475 (+14.9%)
158	D.A. DAVIDSON & CO.	123,477	0.03%	$3.7M	+9,601 (+8.4%)
159	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	120,947	0.03%	$3.6M	-7,088 (-5.5%)
160	New Harbor Financial Group, LLC	118,358	0.02%	$3.6M	+9,662 (+8.9%)
161	Cauble & Harre Wealth Management, Inc.	116,587	0.02%	$3.5M	-25,134 (-17.7%)
162	Layline Advisors, LLC	116,238	0.02%	$3.5M	+16,775 (+16.9%)
163	Quadrant Private Wealth Management, LLC	115,564	0.02%	$3.5M	+1,342 (+1.2%)
164	Bruce G. Allen Investments, LLC	114,835	0.02%	$3.5M	+1,770 (+1.6%)
165	Rockefeller Capital Management L.P.	112,587	0.02%	$3.4M	-15,133 (-11.8%)
166	AlTi Global, Inc.	112,220	0.02%	$3.5M	NEW
167	Belpointe Asset Management LLC	111,255	0.02%	$3.4M	+2,107 (+1.9%)
168	IFC Advisors LLC	111,110	0.02%	$3.4M	NEW
169	Farringdon Capital, Ltd.	110,704	0.02%	$3.3M	+77,382 (+232.2%)
170	STEPHENS INC /AR/	110,221	0.02%	$3.3M	+122 (+0.1%)
171	Quantinno Capital Management LP	107,725	0.02%	$3.3M	+47,792 (+79.7%)
172	HARBOUR INVESTMENTS, INC.	107,453	0.02%	$3.2M	+26,721 (+33.1%)
173	Freestone Capital Holdings, LLC	104,472	0.02%	$3.2M	+24,556 (+30.7%)
174	Fiduciary Trust Co	103,625	0.02%	$3.1M	—
175	NovaPoint Capital, LLC	100,763	0.02%	$3.0M	-39,573 (-28.2%)
176	Grand Central Investment Group	100,422	0.02%	$3.0M	-9,390 (-8.6%)
177	Apella Capital, LLC	99,674	0.02%	$3.1M	+2,897 (+3.0%)
178	GUARDIAN WEALTH ADVISORS, LLC / NC	99,431	0.02%	$3.0M	+14,842 (+17.5%)
179	Vise Technologies, Inc.	99,308	0.02%	$3.0M	+22,510 (+29.3%)
180	BAILARD, INC.	97,366	0.02%	$2.9M	—
181	Corient Private Wealth LP	97,309	0.02%	$2.9M	-44,518 (-31.4%)
182	Cypress Capital Management LLC (WY)	96,239	0.02%	$2.9M	+8,684 (+9.9%)
183	Sonoma Private Wealth LLC	95,614	0.02%	$2.9M	-704 (-0.7%)
184	E&G Advisors, LLC	91,968	0.02%	$2.8M	-85 (-0.1%)
185	Proficio Capital Partners LLC	89,840	0.02%	$2.7M	—
186	StoneX Group Inc.	88,662	0.02%	$2.8M	+39,966 (+82.1%)
187	AE Wealth Management LLC	88,178	0.02%	$2.7M	-463 (-0.5%)
188	HOLLENCREST CAPITAL MANAGEMENT	87,633	0.02%	$2.6M	-1,147 (-1.3%)
189	SPIREPOINT PRIVATE CLIENT, LLC	87,370	0.02%	$2.6M	+220 (+0.3%)
190	IHT Wealth Management, LLC	85,749	0.02%	$2.6M	-6,124 (-6.7%)
191	A. D. Beadell Investment Counsel, Inc.	85,583	0.02%	$2.6M	-1,700 (-1.9%)
192	Guardian Partners Inc.	85,260	0.02%	$2.6M	-1 (-0.0%)
193	Connective Portfolio Management, LLC	85,000	0.02%	$2.6M	—
194	HRT FINANCIAL LP	83,623	0.02%	$2.5M	+61,197 (+272.9%)
195	Montis Financial, LLC	83,305	0.02%	$2.5M	-1,124 (-1.3%)
196	EverSource Wealth Advisors, LLC	82,485	0.02%	$2.5M	+17,284 (+26.5%)
197	HC Advisors, LLC	81,666	0.02%	$2.5M	+6,137 (+8.1%)
198	DAVENPORT & Co LLC	79,264	0.02%	$2.4M	-44,593 (-36.0%)
199	NewEdge Advisors, LLC	79,141	0.02%	$2.4M	-8,479 (-9.7%)
200	CITY NATIONAL BANK OF FLORIDA /MSD	79,023	0.02%	$2.4M	+6,515 (+9.0%)
201	Wakefield Asset Management LLLP	78,938	0.02%	$2.4M	+4,416 (+5.9%)
202	CreativeOne Wealth, LLC	78,168	0.02%	$2.4M	-29 (-0.0%)
203	Moors & Cabot, Inc.	77,969	0.02%	$2.4M	-864 (-1.1%)
204	Jump Financial, LLC	76,774	0.02%	$2.3M	+53,277 (+226.7%)
205	North Star Investment Management Corp.	76,409	0.02%	$2.3M	—
206	SENTINEL PENSION ADVISORS, LLC	76,300	0.02%	$2.3M	+2,880 (+3.9%)
207	Wealth Management Associates, Inc.	75,124	0.02%	$2.3M	-1,227 (-1.6%)
208	HUB Investment Partners, LLC	74,438	0.02%	$2.2M	+6,290 (+9.2%)
209	J.W. COLE ADVISORS, INC.	73,906	0.02%	$2.2M	-15,098 (-17.0%)
210	MATRIX PRIVATE CAPITAL GROUP LLC	73,826	0.02%	$2.2M	+3,418 (+4.9%)
211	Beaird Harris Wealth Management, LLC	73,029	0.02%	$2.2M	-20,004 (-21.5%)
212	PRIVATE CLIENT SERVICES, LLC	72,249	0.02%	$2.2M	+50,778 (+236.5%)
213	MML INVESTORS SERVICES, LLC	72,016	0.02%	$2.2M	+1,898 (+2.7%)
214	SMI Advisory Services, LLC	71,925	0.02%	$2.3M	-240,819 (-77.0%)
215	GREAT VALLEY ADVISOR GROUP, INC.	68,532	0.01%	$2.1M	-6,393 (-8.5%)
216	Apollon Wealth Management, LLC	68,265	0.01%	$2.1M	-1,588 (-2.3%)
217	Black Diamond Financial, LLC	67,602	0.01%	$2.0M	+24,394 (+56.5%)
218	UBS Group AG	67,507	0.01%	$2.0M	+9,907 (+17.2%)
219	Aptus Capital Advisors, LLC	66,813	0.01%	$2.0M	+2,621 (+4.1%)
220	QUANTUM FINANCIAL PARTNERS LLC	66,364	0.01%	$2.0M	NEW
221	Ascentis Wealth Management, LLC	65,635	0.01%	$2.0M	+5,995 (+10.1%)
222	G&S Capital LLC	63,189	0.01%	$1.9M	+2,270 (+3.7%)
223	KESTRA PRIVATE WEALTH SERVICES, LLC	62,900	0.01%	$1.9M	-1,158 (-1.8%)
224	CLIFFORD SWAN INVESTMENT COUNSEL LLC	62,635	0.01%	$1.9M	—
225	St. James Investment Company, LLC	62,280	0.01%	$1.9M	-2,625 (-4.0%)
226	Cerity Partners LLC	61,432	0.01%	$1.9M	-12,900 (-17.4%)
227	Sage Mountain Advisors LLC	61,320	0.01%	$1.9M	NEW
228	KEYBANK NATIONAL ASSOCIATION/OH	61,127	0.01%	$1.8M	—
229	FLOW TRADERS U.S. LLC	61,086	0.01%	$1.8M	+19,950 (+48.5%)
230	Hedges Asset Management LLC	61,000	0.01%	$1.8M	NEW
231	AVENIR CORP	60,310	0.01%	$1.8M	—
232	BANQUE PICTET & CIE SA	60,182	0.01%	$1.8M	—
233	Rossby Financial, LCC	59,600	0.01%	$1.8M	—
234	Hurley Capital, LLC	59,105	0.01%	$1.8M	+6,800 (+13.0%)
235	VanWeelden Wealth Management, LLC	59,100	0.01%	$1.8M	+5,374 (+10.0%)
236	TWO SIGMA SECURITIES, LLC	58,466	0.01%	$1.8M	+9,722 (+19.9%)
237	FOSTER DYKEMA CABOT & PARTNERS, LLC	57,942	0.01%	$1.7M	-142 (-0.2%)
238	Holos Integrated Wealth LLC	57,544	0.01%	$1.8M	-767 (-1.3%)
239	Verity Asset Management, Inc.	57,443	0.01%	$1.7M	+3,648 (+6.8%)
240	FLP Wealth Management, LLC	57,136	0.01%	$1.7M	+26,768 (+88.1%)
241	CIBC Bancorp USA Inc.	56,264	0.01%	$1.7M	-72,152 (-56.2%)
242	Compound Planning, Inc.	56,181	0.01%	$1.7M	+11,340 (+25.3%)
243	Claret Asset Management Corp	55,645	0.01%	$1.7M	-85 (-0.2%)
244	Larson Financial Group LLC	55,308	0.01%	$1.7M	-3,014 (-5.2%)
245	Waverly Advisors, LLC	55,097	0.01%	$1.7M	-128 (-0.2%)
246	Blueprint Investment Partners LLC	54,593	0.01%	$1.6M	-273,896 (-83.4%)
247	Blueprint Financial Advisors LLC	54,593	0.01%	$1.6M	-273,896 (-83.4%)
248	Insight Wealth Partners, LLC	54,476	0.01%	$1.6M	—
249	EP Wealth Advisors, LLC	53,527	0.01%	$1.6M	+18,792 (+54.1%)
250	TruNorth Capital Management, LLC	53,499	0.01%	$1.6M	—

Exited since 2026-03-31 (77 filers; largest 25 shown)

Evanson Asset Management, LLC	−3,839,307
Vident Advisory, LLC	−445,593
Ascentis Independent Advisors	−141,489
McIlrath & Eck, LLC	−137,968
VectorGlobal IAG, Inc.	−96,017
CWM, LLC	−67,436
Collaborative Fund Advisors, LLC	−48,950
Lido Advisors, LLC	−37,672
Andina Capital Management, LLC	−36,990
MILLENNIUM MANAGEMENT LLC	−34,545
Enclave Advisors LLC	−26,518
U.S. Capital Wealth Advisors, LLC	−26,321
JOURNEY STRATEGIC WEALTH LLC	−25,411
Spectrum Advisors, Inc.	−21,950
WORLD EQUITY GROUP, INC.	−20,659
EVOKE WEALTH, LLC	−19,000
NATIXIS ADVISORS, LLC	−14,592
PRELUDE CAPITAL MANAGEMENT, LLC	−14,522
PICTON MAHONEY ASSET MANAGEMENT	−13,584
Sunbelt Securities, Inc.	−12,898
Orion Porfolio Solutions, LLC	−12,201
Stillwater Wealth Management Group	−10,800
Pacific Wealth Management	−9,225
DGS Capital Management, LLC	−9,083
Sound Income Strategies, LLC	−8,089

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.