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 Silver Trust

CIK 0001494728PSLV· quarter ending 2026-06-30
Shares outstanding
614,415,855
Held by 13F filers
166,664,620
27.1% of shares outstanding
Holders
478
-29 vs 2026-03-31 · 48 new, 77 exited
Value
$3.2B
shares +5.9% vs prior quarter

Share classes (cover page of the 40-F filed 2026-03-16, as of 2025-12-31)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stock—614,415,855166,664,62027.1%47885207K107

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
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
85207K107PHYSICAL SILVER478166,664,620614,415,85527.1%$3.2B1 call / 1 putNPORTholders →

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 478 · 85207K107)

change vs 2026-03-31
#FilerShares% of classValueChange
1Federation des caisses Desjardins du Quebec22,711,1593.70%$427.6M+4,985,569 (+28.1%)
2IMC-Chicago, LLC17,254,0712.81%$325.6M+4,400,600 (+34.2%)
3BlackRock, Inc.15,149,8272.47%$285.9M+4,179,194 (+38.1%)
4JUPITER ASSET MANAGEMENT LTD9,666,7631.57%$184.2M+198,880 (+2.1%)
5GOLDMAN SACHS GROUP INC7,485,1561.22%$141.2M+2,927,318 (+64.2%)
6ALPS ADVISORS INC5,777,2060.94%$109.0M-375,553 (-6.1%)
7MORGAN STANLEY4,809,6740.78%$90.8M+113,448 (+2.4%)
8Cambridge Investment Research Advisors, Inc.3,394,6520.55%$64.1M+1,798,880 (+112.7%)
9LPL Financial LLC3,033,7690.49%$57.2M-150,184 (-4.7%)
10Weiss Asset Management LP2,801,7890.46%$52.9M-5,388,581 (-65.8%)
11ROYAL BANK OF CANADA2,750,8410.45%$51.9M-95,336 (-3.3%)
12Capital Wealth Alliance, LLC2,233,1410.36%$42.1M+13,347 (+0.6%)
13Kestra Advisory Services, LLC1,891,2280.31%$35.7M+226,082 (+13.6%)
14WELLS FARGO & COMPANY/MN1,791,6760.29%$33.8M-52,612 (-2.9%)
15SPROTT INC.1,676,6000.27%$31.6M+20,605 (+1.2%)
16FIDELIS CAPITAL PARTNERS, LLC1,650,8200.27%$31.2M—
17JANE STREET GROUP, LLC1,578,5710.26%$29.8M-446,433 (-22.0%)
18RAYMOND JAMES FINANCIAL INC1,551,1850.25%$29.3M-43,585 (-2.7%)
19OSAIC HOLDINGS, INC.1,506,0340.25%$28.4M+165,881 (+12.4%)
20Cetera Investment Advisers1,373,0090.22%$25.9M-84,146 (-5.8%)
21HOLLENCREST CAPITAL MANAGEMENT1,372,9140.22%$25.9M-4,480 (-0.3%)
22Prospera Financial Services Inc1,340,7090.22%$25.3M-1,864 (-0.1%)
23Beacon Pointe Advisors, LLC1,332,9490.22%$25.2M+9,324 (+0.7%)
24Kovack Advisors, Inc.1,270,8870.21%$24.0M+928,447 (+271.1%)
25WIT Partners Advisory Pte. Ltd.1,258,0300.20%$23.7M+250,473 (+24.9%)
26WEALTHCARE CAPITAL MANAGEMENT LLC1,028,9240.17%$19.4M-31,041 (-2.9%)
27Cedrus Wealth Group LLC1,008,3580.16%$19.0M+254,205 (+33.7%)
28Cable Car Capital, LP1,000,0000.16%$18.9M—
29Kingsview Wealth Management, LLC972,7940.16%$18.4M+30,701 (+3.3%)
30World Investment Advisors963,1670.16%$23.5M-40,463 (-4.0%)
31ENVESTNET ASSET MANAGEMENT INC936,0220.15%$17.7M-443,506 (-32.1%)
32Basepoint Wealth LLC865,4380.14%$16.3M-108,393 (-11.1%)
33HighTower Advisors, LLC865,2770.14%$16.3M-156,670 (-15.3%)
34Marex Group Ltd717,6110.12%$13.5M-26,798 (-3.6%)
35Asset One Wealth Management LLC700,7690.11%$13.0M+27,853 (+4.1%)
36WEALTH ENHANCEMENT ADVISORY SERVICES, LLC686,9110.11%$13.1M-188,006 (-21.5%)
37AlTi Global, Inc.671,6200.11%$13.4MNEW
38TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC669,9710.11%$12.6M-129,419 (-16.2%)
39STIFEL FINANCIAL CORP642,3730.10%$12.1M-7,848 (-1.2%)
40Brookstone Capital Management636,3970.10%$12.0M+488 (+0.1%)
41MONEY CONCEPTS CAPITAL CORP613,7800.10%$11.6M-3,422 (-0.6%)
42LEAVELL INVESTMENT MANAGEMENT, INC.613,2450.10%$11.6M+47,929 (+8.5%)
43CIBC WORLD MARKET INC.603,5940.10%$11.4M+97,352 (+19.2%)
44SUSQUEHANNA INTERNATIONAL GROUP, LLP588,0160.10%$11.1M+443,534 (+307.0%)
45Cyndeo Wealth Partners, LLC576,7220.09%$10.9M+31,687 (+5.8%)
46Summit Financial, LLC572,4070.09%$10.8M-53,132 (-8.5%)
47Proactive Wealth Strategies LLC569,5000.09%$10.7M-1,848 (-0.3%)
48Abacus Planning Group, Inc.565,2650.09%$10.7M—
49Kera Capital Partners, Inc.550,9640.09%$10.4M+26,975 (+5.1%)
50Equinox Partners Investment Management LLC550,5000.09%$10.4M+166,000 (+43.2%)
51COMMONWEALTH EQUITY SERVICES, LLC550,2890.09%$10.4M+69,358 (+14.4%)
52Geneos Wealth Management Inc.548,0310.09%$10.3M-24,284 (-4.2%)
53BANK OF MONTREAL /CAN/535,0790.09%$10.1M-60,409 (-10.1%)
54Advisory Services Network, LLC519,4320.08%$9.8M+8,651 (+1.7%)
55INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC491,1710.08%$9.3M-5,119 (-1.0%)
56SCOTIA CAPITAL INC.477,1900.08%$8.9M-280,828 (-37.0%)
57Hurley Capital, LLC466,5590.08%$8.8M-350 (-0.1%)
58Accordant Advisory Group Inc461,3380.08%$8.7M-2,222 (-0.5%)
59RIA Advisory Group LLC455,6880.07%$8.6M+1,206 (+0.3%)
60Pacific Sage Partners, LLC455,6510.07%$8.6M-453 (-0.1%)
61INSIGNEO ADVISORY SERVICES, LLC449,7420.07%$8.5M+88,775 (+24.6%)
62K.J. Harrison & Partners Inc445,9810.07%$8.4M+230,013 (+106.5%)
63AE Wealth Management LLC442,7180.07%$8.4M-134,802 (-23.3%)
64Grand Central Investment Group427,9470.07%$8.1M-24,140 (-5.3%)
65BANK OF AMERICA CORP /DE/417,6700.07%$7.9M+23,129 (+5.9%)
66Cannell & Spears LLC405,8500.07%$7.7M+450 (+0.1%)
67Pekin Hardy Strauss, Inc.390,9690.06%$7.4M+17,560 (+4.7%)
68EVERGREEN CAPITAL MANAGEMENT LLC389,5170.06%$7.4M-10,904 (-2.7%)
69Forest Hill Capital, LLC388,0000.06%$7.3M—
70Bleakley Financial Group, LLC383,5410.06%$7.2M-105,065 (-21.5%)
71NATIONAL BANK OF CANADA /FI/365,1140.06%$6.8M-16,830 (-4.4%)
72TD Waterhouse Canada Inc.362,7370.06%$6.9M+20,210 (+5.9%)
73Entruity Wealth, LLC361,4560.06%$6.8M-31,207 (-7.9%)
74Private Advisor Group, LLC356,3620.06%$6.7M-16,690 (-4.5%)
75Apella Capital, LLC351,3260.06%$6.8M-1,993 (-0.6%)
76CENTRAL TRUST Co330,9780.05%$6.2M-56,705 (-14.6%)
77JPMORGAN CHASE & CO328,6520.05%$6.1M-340,523 (-50.9%)
78Pine Valley Investments Ltd Liability Co302,8780.05%$5.7M+62,543 (+26.0%)
79PARSONS CAPITAL MANAGEMENT INC/RI292,3230.05%$5.5M-25,795 (-8.1%)
80WADDELL & ASSOCIATES, LLC288,0610.05%$5.4M-1,771 (-0.6%)
81Euro Pacific Asset Management, LLC284,6210.05%$4.8M-963 (-0.3%)
82HOHIMER WEALTH MANAGEMENT, LLC258,8040.04%$4.9M-3,750 (-1.4%)
83MENLO ADVISORS LLC251,7100.04%$4.7M-250 (-0.1%)
84New Harbor Financial Group, LLC236,2720.04%$4.5M+10,919 (+4.8%)
85J.W. COLE ADVISORS, INC.233,6310.04%$4.4M-32,169 (-12.1%)
86GREAT VALLEY ADVISOR GROUP, INC.224,3590.04%$4.2M-4,065 (-1.8%)
87Fielder Capital Group LLC222,9560.04%$4.2M-3,306 (-1.5%)
88Regency Capital Management Inc.\DE222,5270.04%$4.2M-2,253 (-1.0%)
89Knoll Capital Management, LLC222,1600.04%$4.2M—
90FLOW TRADERS U.S. LLC221,8580.04%$4.2M+72,683 (+48.7%)
91Anson Funds Management LP215,3270.04%$4.1M-598,473 (-73.5%)
92NewEdge Wealth, LLC211,6650.03%$4.0M—
93Wealthcare Advisory Partners LLC205,5370.03%$3.9M-281 (-0.1%)
94UBS Group AG202,4210.03%$3.8M-218,708 (-51.9%)
95SeaCrest Wealth Management, LLC201,8350.03%$3.8M-15,728 (-7.2%)
96Belpointe Asset Management LLC196,8240.03%$3.7M-56 (-0.0%)
97HARBOUR INVESTMENTS, INC.195,2460.03%$3.7M+521 (+0.3%)
98Rossby Financial, LCC194,1600.03%$3.7M-1,800 (-0.9%)
99Manatuck Hill Partners, LLC192,2000.03%$3.6M—
100D.A. DAVIDSON & CO.189,4290.03%$3.6M+15,319 (+8.8%)
101Financial Sense Advisors, Inc.183,1680.03%$3.5M-311,325 (-63.0%)
102OneDigital Investment Advisors LLC177,1490.03%$3.3M+31,439 (+21.6%)
103Rathbones Group PLC174,7440.03%$3.3M-181,172 (-50.9%)
104Ancora Advisors LLC172,9380.03%$3.3M+7,380 (+4.5%)
105ABBINGTON INVESTMENT GROUP171,2100.03%$3.2M-98 (-0.1%)
106Alpha Advisors, LLC/VA170,0470.03%$3.2M+13,341 (+8.5%)
107Fiduciary Trust Co170,0300.03%$3.2M—
108EverSource Wealth Advisors, LLC167,7670.03%$3.2M+30,749 (+22.4%)
109Mariner, LLC165,3760.03%$3.1M-48,746 (-22.8%)
110Sanctuary Advisors, LLC164,4030.03%$3.1M+19,383 (+13.4%)
111Western Wealth Management, LLC161,7620.03%$3.1M+11,031 (+7.3%)
112SIG North Trading, ULC161,6780.03%$3.1M-65,298 (-28.8%)
113JOHNSON INVESTMENT COUNSEL INC157,5500.03%$3.0M+1,000 (+0.6%)
114Stratos Wealth Partners, LTD.155,6990.03%$2.9M-115 (-0.1%)
115Foundations Investment Advisors, LLC155,4490.03%$2.9M+103,991 (+202.1%)
116Integrated Wealth Concepts LLC151,1180.02%$2.9M-39,749 (-20.8%)
117Walser Wealth Management Company, A Ltd Liability Co148,7740.02%$2.8M+104,397 (+235.3%)
118Pettinga Financial Advisors LLC145,1100.02%$2.7M-990 (-0.7%)
119Pasadena Private Wealth, LLC141,5310.02%$2.7M+4,503 (+3.3%)
120Arkos Global Advisors140,6000.02%$2.7M—
121HUB Investment Partners, LLC139,2800.02%$2.6M+14,880 (+12.0%)
122Harvest Investment Services, LLC137,5210.02%$2.6M+4,622 (+3.5%)
123WOLVERINE ASSET MANAGEMENT LLC136,7420.02%$2.6M+110,321 (+417.6%)
124SMART Wealth LLC135,9190.02%$2.6M-3,849 (-2.8%)
125MML INVESTORS SERVICES, LLC135,8040.02%$2.6M+20,528 (+17.8%)
126Gradient Investments LLC135,0050.02%$2.5M-44,938 (-25.0%)
127HC Advisors, LLC131,3420.02%$2.5M+5,093 (+4.0%)
128October Effect Ltd129,9700.02%$2.5M-50,823 (-28.1%)
129M. Kulyk & Associates, LLC124,7230.02%$2.4M+22,421 (+21.9%)
130ArchPoint Investors124,3640.02%$2.3M—
131GUARDIAN WEALTH ADVISORS, LLC / NC123,5930.02%$2.3M+9,467 (+8.3%)
132ALONGSIDE, LLC123,5820.02%$2.3MNEW
13349 WEALTH MANAGEMENT, LLC123,5820.02%$2.3MNEW
134Empirical Asset Management, LLC122,1000.02%$2.3MNEW
135XTX Topco Ltd120,6300.02%$2.3M-57,807 (-32.4%)
136Compound Planning, Inc.120,3880.02%$2.3M+5,831 (+5.1%)
137PNC Financial Services Group, Inc.119,4040.02%$2.3M-183 (-0.2%)
138SMITH, MOORE & CO.117,4820.02%$2.2M-2,421 (-2.0%)
139Baird Financial Group, Inc.116,6970.02%$2.2M-2,147 (-1.8%)
140Mirae Asset Global Investments Co., Ltd.114,1000.02%$2.2MNEW
141Cerity Partners LLC112,1720.02%$2.1M-5,706 (-4.8%)
142Focus Partners Wealth111,1740.02%$2.1M+30,391 (+37.6%)
143Waverly Advisors, LLC111,1340.02%$2.1M-7,116 (-6.0%)
144Simplicity Wealth,LLC109,0190.02%$2.1M+4,592 (+4.4%)
145Janney Montgomery Scott LLC107,5950.02%$2.0M-4,802 (-4.3%)
146Ameritas Advisory Services, LLC106,2270.02%$2.0M-24,524 (-18.8%)
147Larson Financial Group LLC105,5720.02%$2.0M-1,493 (-1.4%)
148American Capital Advisory, LLC103,5380.02%$2.0M-138 (-0.1%)
149NewEdge Advisors, LLC101,1070.02%$1.9M-31,507 (-23.8%)
150CreativeOne Wealth, LLC101,0900.02%$1.9M+31,229 (+44.7%)
151Beaumont Financial Advisors, LLC101,0660.02%$1.9M-2,087 (-2.0%)
152Sequoia Financial Advisors, LLC100,0640.02%$1.9M+441 (+0.4%)
153Nalls Sherbakoff Group, LLC99,0080.02%$1.9M-1,697 (-1.7%)
154BEAM WEALTH ADVISORS, INC.98,7510.02%$1.9M-134 (-0.1%)
155LINCOLN CAPITAL CORP97,8000.02%$1.8M—
156Beutel, Goodman & Co Ltd.92,5000.02%$1.7M—
157Nokomis Capital, L.L.C.92,5000.02%$1.7M-326,582 (-77.9%)
158COLUMBIA ADVISORY PARTNERS LLC91,5380.01%$1.7M+4,546 (+5.2%)
159Cypress Wealth Services, LLC90,7540.01%$1.7M+14 (+0.0%)
160Sicart Associates LLC89,6980.01%$1.7M-1,200 (-1.3%)
161Cobblestone Asset Management LLC87,4260.01%$1.6M-868 (-1.0%)
162Beaird Harris Wealth Management, LLC87,1330.01%$1.6M-28,605 (-24.7%)
163PFG Investments, LLC86,5070.01%$1.6M+1,150 (+1.3%)
164Arnhold LLC85,0000.01%$1.6M—
165Virginia Estate & Retirement Planning Advisors Inc.84,8910.01%$2.6M+68,281 (+411.1%)
166Ausdal Financial Partners, Inc.84,5570.01%$1.6M+3,527 (+4.4%)
167CSS LLC/IL82,5850.01%$1.6MNEW
168SPIREPOINT PRIVATE CLIENT, LLC82,0600.01%$1.5M+800 (+1.0%)
169SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC81,9400.01%$1.5M—
170FIRST MANHATTAN CO. LLC.80,9000.01%$1.5M—
171FLYNN ZITO CAPITAL MANAGEMENT, LLC80,1790.01%$1.5M—
172CAPTRUST FINANCIAL ADVISORS78,4690.01%$1.5M+20,118 (+34.5%)
173Blueprint Investment Partners LLC78,0590.01%$1.5M-346,608 (-81.6%)
174Blueprint Financial Advisors LLC77,9260.01%$1.5M-346,608 (-81.6%)
175GLENMEDE TRUST CO NA77,6920.01%$1.5M—
176Moors & Cabot, Inc.75,7190.01%$1.4M+232 (+0.3%)
177GLOBAL STRATEGIC MANAGEMENT INC75,0000.01%$1.4M-500 (-0.7%)
178North Star Investment Management Corp.73,9100.01%$1.4M—
179StoneX Group Inc.73,5990.01%$1.5M+30,995 (+72.8%)
180KEYBANK NATIONAL ASSOCIATION/OH73,4780.01%$1.4M—
181OneAscent Financial Services LLC73,1930.01%$1.4M+17,570 (+31.6%)
182CITADEL ADVISORS LLC72,3080.01%$1.4M-814,357 (-91.8%)
183Arax Advisory Partners72,0890.01%$1.4M+38,189 (+112.7%)
184Mountain Lake Investment Management LLC67,3210.01%$1.3M+447 (+0.7%)
185Arkadios Wealth Advisors66,7570.01%$1.3M+5,168 (+8.4%)
186Argent Trust Co65,5490.01%$1.2M—
187Tradition Wealth Management, LLC61,2270.01%$1.2M—
188Creative Planning60,7940.01%$1.1M+936 (+1.6%)
189OPPENHEIMER & CO INC59,6650.01%$1.1M-2,099 (-3.4%)
190Alliance Wealth Advisors, LLC /UT58,0080.01%$1.1M—
191JAMISON PRIVATE WEALTH MANAGEMENT, INC.57,5900.01%$1.1M—
192Elequin Capital, LP57,5000.01%$1.1M+27,500 (+91.7%)
193Savvy Advisors, Inc.57,0910.01%$1.1M+8,143 (+16.6%)
194BLAIR WILLIAM & CO/IL56,7710.01%$1.1M-1,432 (-2.5%)
195PKS Advisory Services, LLC55,2380.01%$1.0MNEW
196G&S Capital LLC54,9460.01%$1.0M+262 (+0.5%)
197Oxbow Advisors, LLC52,7130.01%$995K+26,415 (+100.4%)
198Greenfield Seitz Capital Management, LLC52,0340.01%$982K-3,850 (-6.9%)
199Synergy Asset Management, LLC51,8070.01%$978K-1,940 (-3.6%)
200Mraz, Amerine & Associates, Inc.51,7740.01%$977K—
201BCV Asset Management Inc.51,6250.01%$958K+3,875 (+8.1%)
202IHT Wealth Management, LLC51,5630.01%$973K-8,935 (-14.8%)
203ISLAY CAPITAL MANAGEMENT, LLC51,1240.01%$965K—
204Steward Partners Investment Advisory, LLC50,0960.01%$945K-11,835 (-19.1%)
205INDEPENDENT FINANCIAL GROUP, LLC49,6300.01%$937K+6,915 (+16.2%)
206Enclave Advisors LLC49,4720.01%$934KNEW
207Destiny Wealth Partners, LLC45,4520.01%$854K+1,591 (+3.6%)
208Evanson Financial, LLC45,3040.01%$855KNEW
209Providence Wealth Advisors, LLC45,0480.01%$881K—
210Lane Generational LLC44,3340.01%$837K—
211Ironwood Investment Counsel, LLC43,9700.01%$830K—
212STANSBERRY ASSET MANAGEMENT, LLC43,8490.01%$827K—
213Heritage Wealth Management, Inc.43,6600.01%$824K-7,880 (-15.3%)
214BAKER TILLY WEALTH MANAGEMENT, LLC43,2270.01%$816K—
215NOMURA HOLDINGS INC42,3420.01%$799KNEW
216Kiker Wealth Management, LLC42,2400.01%$797K+7,359 (+21.1%)
217Perennial Investment Advisors, LLC42,0750.01%$794K+17,610 (+72.0%)
218Discipline Wealth Solutions, LLC41,3860.01%$781K+5,464 (+15.2%)
219Exit Wealth Advisors, LLC.41,1820.01%$777K—
220Csenge Advisory Group41,1520.01%$777K+1,855 (+4.7%)
221Farther Finance Advisors, LLC39,2560.01%$741K-14,931 (-27.6%)
222VanWeelden Wealth Management, LLC39,1750.01%$739K+10,469 (+36.5%)
223MCGUIRE CAPITAL ADVISORS INC38,9870.01%$736K-10,517 (-21.2%)
224Red Door Wealth Management, LLC38,3140.01%$723KNEW
225Black Diamond Financial, LLC38,1370.01%$720K—
226VAN DEN BERG MANAGEMENT I, INC38,0190.01%$717K—
227Sowell Financial Services LLC37,9700.01%$716K+1,335 (+3.6%)
228TrustWell Financial Advisors, LLC36,8420.01%$695K-190 (-0.5%)
229DAGCO, INC.36,6680.01%$692K-916 (-2.4%)
230Merit Financial Group, LLC36,6420.01%$691K—
231Wakefield Asset Management LLLP36,4130.01%$687K-10,054 (-21.6%)
232Veracity Capital LLC36,3290.01%$686K-220 (-0.6%)
233BEACON FINANCIAL GROUP36,0750.01%$681K-170 (-0.5%)
234Gateway Wealth Partners, LLC35,4510.01%$669K-33,699 (-48.7%)
235Ignite Planners, LLC35,4170.01%$668K+3,631 (+11.4%)
236ADE, LLC35,3720.01%$667K+188 (+0.5%)
237FOUNDERS FINANCIAL SECURITIES LLC34,7850.01%$656K+130 (+0.4%)
238TOTAL INVESTMENT MANAGEMENT INC33,9250.01%$638K—
239Latitude Advisors, LLC33,8990.01%$640K+110 (+0.3%)
240MATAURO, LLC32,9910.01%$623K—
241BAROMETER CAPITAL MANAGEMENT INC.32,7000.01%$617K+7,300 (+28.7%)
242BENJAMIN EDWARDS INC32,3330.01%$610K-1,791 (-5.2%)
243TOCQUEVILLE ASSET MANAGEMENT L.P.32,0900.01%$606K—
244Carnegie Lake Advisors LLC31,8250.01%$601K—
245Cornerstone Select Advisors, LLC31,2000.01%$589KNEW
246FOSTER DYKEMA CABOT & PARTNERS, LLC31,1200.01%$587K—
247Castleview Partners, LLC31,0900.01%$587K+439 (+1.4%)
248INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV30,0000.00%$566K—
249TWO SIGMA SECURITIES, LLC29,9500.00%$565K-11,967 (-28.5%)
250MAINSTAY CAPITAL MANAGEMENT LLC /ADV29,7090.00%$561K—
Exited since 2026-03-31 (77 filers; largest 25 shown)
RK Capital Management, LLC/FL−509,906
Quarry LP−416,000
Hunting Hill Global Capital, LLC−252,248
Everest Financial Group LLC−188,965
Jump Financial, LLC−122,807
VectorGlobal IAG, Inc.−71,906
Shay Capital LLC−60,000
Independent Advisor Alliance−52,960
CANTOR FITZGERALD, L. P.−48,036
Evanson Asset Management, LLC−45,304
TRB Wealth Management, LLC−45,194
NORTHEAST PLANNING ASSOCIATES, INC. / NH /−36,452
U.S. Capital Wealth Advisors, LLC−35,839
PRELUDE CAPITAL MANAGEMENT, LLC−32,712
JOURNEY STRATEGIC WEALTH LLC−31,387
Farringdon Capital, Ltd.−30,109
Waratah Capital Advisors Ltd.−27,777
Sunbelt Securities, Inc.−26,587
Westmount Partners, LLC−22,866
O'SHAUGHNESSY ASSET MANAGEMENT, LLC−21,910
Pacific Wealth Management−21,843
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management−21,380
Ascentis Independent Advisors−20,938
WORLD EQUITY GROUP, INC.−19,203
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors−15,892

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.