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.

Ubiquiti Inc.

CIK 0001511737UI· quarter ending 2026-06-30

Shares outstanding

60,528,381

as of 2026-08-20 · 10-K cover page, filed 2026-08-21

Held by 13F filers

2,957,814

4.9% of shares outstanding

Holders

359

-27 vs 2026-03-31 · 64 new, 91 exited

Value

$1.6B

shares +8.6% vs prior quarter

Share classes (cover page of the 10-K filed 2026-08-21, as of 2026-08-20)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	UI · NYSE	60,528,381	2,957,814	4.9%	359	90353W103

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
	90353W103	COM	359	2,957,814	60,528,381	4.9%	$1.6B	—	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 359 · 90353W103)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	305,245	0.50%	$163.0M	+10,691 (+3.6%)
2	RENAISSANCE TECHNOLOGIES LLC	198,344	0.33%	$105.9M	-20,600 (-9.4%)
3	SW Investment Management LLC	140,000	0.23%	$74.8M	-2,500 (-1.8%)
4	Capital World Investors	113,839	0.19%	$60.8M	+6,224 (+5.8%)
5	STATE STREET CORP	101,663	0.17%	$54.3M	+16,198 (+19.0%)
6	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	91,450	0.15%	$48.8M	-92,114 (-50.2%)
7	GEODE CAPITAL MANAGEMENT, LLC	74,029	0.12%	$39.5M	-1,412 (-1.9%)
8	GOLDMAN SACHS GROUP INC	69,500	0.11%	$37.1M	-7,435 (-9.7%)
9	MORGAN STANLEY	68,963	0.11%	$36.8M	-8,986 (-11.5%)
10	AQR CAPITAL MANAGEMENT LLC	67,472	0.11%	$36.0M	-61,731 (-47.8%)
11	Invesco Ltd.	66,159	0.11%	$35.3M	+53,515 (+423.2%)
12	MILLENNIUM MANAGEMENT LLC	65,008	0.11%	$34.7M	NEW
13	Bank of New York Mellon Corp	56,337	0.09%	$30.1M	+7,882 (+16.3%)
14	VANGUARD CAPITAL MANAGEMENT LLC	52,005	0.09%	$27.8M	+1,600 (+3.2%)
15	Walleye Capital LLC	51,332	0.08%	$27.4M	+48,702 (+1851.8%)
16	JPMORGAN CHASE & CO	48,222	0.08%	$26.3M	+5,149 (+12.0%)
17	Qube Research & Technologies Ltd	46,462	0.08%	$24.8M	+34,531 (+289.4%)
18	NORGES BANK	45,444	0.08%	$24.3M	NEW
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	43,271	0.07%	$23.4M	-74,775 (-63.3%)
20	FIRST TRUST ADVISORS LP	42,198	0.07%	$22.5M	+16,748 (+65.8%)
21	Gotham Asset Management, LLC	40,689	0.07%	$21.7M	-4,950 (-10.8%)
22	FEDERATED HERMES, INC.	39,357	0.07%	$21.0M	NEW
23	Capital Impact Advisors, LLC	37,507	0.06%	$20.0M	+20,582 (+121.6%)
24	CANADA PENSION PLAN INVESTMENT BOARD	35,840	0.06%	$19.1M	+23,380 (+187.6%)
25	Pacer Advisors, Inc.	34,626	0.06%	$18.5M	+27,032 (+356.0%)
26	LONG WALK MANAGEMENT LP	34,532	0.06%	$18.4M	-10,718 (-23.7%)
27	CITIGROUP INC	33,800	0.06%	$18.1M	+7,222 (+27.2%)
28	BANK OF AMERICA CORP /DE/	33,044	0.05%	$17.6M	+19,294 (+140.3%)
29	UBS Group AG	32,298	0.05%	$17.2M	+16,218 (+100.9%)
30	NORTHERN TRUST CORP	29,360	0.05%	$15.7M	+7 (+0.0%)
31	BARCLAYS PLC	28,789	0.05%	$15.4M	+3,982 (+16.1%)
32	LOGAN CAPITAL MANAGEMENT INC	26,153	0.04%	$14.0M	NEW
33	CITADEL ADVISORS LLC	25,295	0.04%	$13.5M	+22,092 (+689.7%)
34	Claret Asset Management Corp	24,477	0.04%	$13.1M	-114 (-0.5%)
35	DEUTSCHE BANK AG\	24,029	0.04%	$12.8M	+19,081 (+385.6%)
36	VANGUARD FIDUCIARY TRUST CO	24,002	0.04%	$12.8M	+426 (+1.8%)
37	Quantinno Capital Management LP	20,212	0.03%	$10.8M	+7,766 (+62.4%)
38	VANGUARD PORTFOLIO MANAGEMENT LLC	19,851	0.03%	$10.6M	+3,437 (+20.9%)
39	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	19,785	0.03%	$10.6M	-256 (-1.3%)
40	Point72 Asset Management, L.P.	18,740	0.03%	$10.0M	NEW
41	SALEM INVESTMENT COUNSELORS INC	18,628	0.03%	$9.9M	-518 (-2.7%)
42	LOS ANGELES CAPITAL MANAGEMENT LLC	17,577	0.03%	$9.4M	+17,481 (+18209.4%)
43	Legal & General Group Plc	16,602	0.03%	$8.9M	+12,383 (+293.5%)
44	FRANKLIN RESOURCES INC	16,202	0.03%	$8.7M	-6,406 (-28.3%)
45	Squarepoint Ops LLC	15,616	0.03%	$8.3M	-6,513 (-29.4%)
46	ROYAL BANK OF CANADA	15,007	0.02%	$8.0M	+5,522 (+58.2%)
47	TUDOR INVESTMENT CORP ET AL	14,509	0.02%	$7.7M	NEW
48	OPPENHEIMER & CO INC	13,874	0.02%	$7.4M	-963 (-6.5%)
49	NAVELLIER & ASSOCIATES INC	13,120	0.02%	$7.0M	-7,850 (-37.4%)
50	HRT FINANCIAL LP	12,895	0.02%	$6.9M	NEW
51	Treasurer of the State of North Carolina	12,701	0.02%	$6.8M	-8,960 (-41.4%)
52	RHUMBLINE ADVISERS	10,985	0.02%	$5.9M	-32,139 (-74.5%)
53	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	10,740	0.02%	$5.7M	+2,542 (+31.0%)
54	Inspire Investing, LLC	10,740	0.02%	$5.7M	+3,872 (+56.4%)
55	LPL Financial LLC	10,402	0.02%	$5.6M	-2,578 (-19.9%)
56	Handelsbanken Fonder AB	10,245	0.02%	$5.5M	+8,705 (+565.3%)
57	HUSSMAN STRATEGIC ADVISORS, INC.	9,450	0.02%	$5.0M	+5,250 (+125.0%)
58	Nuveen, LLC	9,299	0.02%	$5.0M	-10,671 (-53.4%)
59	Trexquant Investment LP	8,842	0.01%	$4.7M	NEW
60	OCCUDO QUANTITATIVE STRATEGIES LP	8,746	0.01%	$4.7M	-1,626 (-15.7%)
61	WORLDQUANT MILLENNIUM ADVISORS LLC	8,635	0.01%	$4.6M	NEW
62	JANE STREET GROUP, LLC	8,285	0.01%	$4.4M	-8,409 (-50.4%)
63	Faithward Advisors, LLC	7,881	0.01%	$4.2M	NEW
64	CVFG LLC	7,749	0.01%	$4.1M	-3,410 (-30.6%)
65	ZACKS INVESTMENT MANAGEMENT	7,386	0.01%	$3.9M	-2,239 (-23.3%)
66	Willis Investment Counsel	6,989	0.01%	$3.7M	+3,061 (+77.9%)
67	VANGUARD ASSET MANAGEMENT, Ltd	6,931	0.01%	$3.7M	+831 (+13.6%)
68	ASSETMARK, INC	6,855	0.01%	$3.7M	+2,224 (+48.0%)
69	Lagoda Investment Management, L.P.	6,646	0.01%	$3.5M	-2,309 (-25.8%)
70	ROYAL LONDON ASSET MANAGEMENT LTD	6,509	0.01%	$3.5M	-232 (-3.4%)
71	Illinois Municipal Retirement Fund	6,446	0.01%	$3.4M	-928 (-12.6%)
72	RAYMOND JAMES FINANCIAL INC	6,420	0.01%	$3.4M	-204 (-3.1%)
73	MARTINGALE ASSET MANAGEMENT L P	6,259	0.01%	$3.3M	+5,367 (+601.7%)
74	Man Group plc	5,915	0.01%	$3.2M	+2,052 (+53.1%)
75	Corient Private Wealth LP	5,819	0.01%	$3.1M	+583 (+11.1%)
76	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	5,792	0.01%	$3.1M	+3,954 (+215.1%)
77	USS Investment Management Ltd	5,134	0.01%	$2.7M	NEW
78	PRICE T ROWE ASSOCIATES INC /MD/	5,096	0.01%	$2.7M	+253 (+5.2%)
79	MATHER GROUP, LLC.	4,770	0.01%	$2.5M	NEW
80	Motley Fool Asset Management LLC	4,724	0.01%	$2.5M	-429 (-8.3%)
81	Vest Financial, LLC	4,573	0.01%	$2.4M	+2,579 (+129.3%)
82	D. E. Shaw & Co., Inc.	4,410	0.01%	$2.4M	+3,842 (+676.4%)
83	Vident Advisory, LLC	4,212	0.01%	$2.2M	-212 (-4.8%)
84	AMERICAN CENTURY COMPANIES INC	4,160	0.01%	$2.2M	-3,264 (-44.0%)
85	FMR LLC	4,144	0.01%	$2.2M	-5,274 (-56.0%)
86	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4,122	0.01%	$2.2M	+816 (+24.7%)
87	Schonfeld Strategic Advisors LLC	4,054	0.01%	$2.2M	+1,154 (+39.8%)
88	HighTower Advisors, LLC	4,016	0.01%	$2.1M	-1,347 (-25.1%)
89	Creative Planning	3,971	0.01%	$2.1M	-942 (-19.2%)
90	Engineers Gate Manager LP	3,757	0.01%	$2.0M	NEW
91	MEEDER ASSET MANAGEMENT INC	3,710	0.01%	$2.0M	—
92	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	3,528	0.01%	$1.9M	—
93	WELLS FARGO & COMPANY/MN	3,507	0.01%	$1.9M	-339 (-8.8%)
94	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	3,465	0.01%	$1.9M	-40 (-1.1%)
95	Segment Wealth Management, LLC	3,433	0.01%	$1.8M	+176 (+5.4%)
96	Impact Partnership Wealth, LLC	3,116	0.01%	$1.7M	NEW
97	OSAIC HOLDINGS, INC.	3,112	0.01%	$1.7M	+1,133 (+57.3%)
98	Y-Intercept (Hong Kong) Ltd	2,931	0.00%	$1.6M	NEW
99	CAPTRUST FINANCIAL ADVISORS	2,907	0.00%	$1.6M	-241 (-7.7%)
100	Vestcor Inc	2,896	0.00%	$1.5M	-370 (-11.3%)
101	DIMENSIONAL FUND ADVISORS LP	2,882	0.00%	$1.5M	+178 (+6.6%)
102	DIVERSIFY WEALTH MANAGEMENT, LLC	2,828	0.00%	$1.5M	+78 (+2.8%)
103	Diversify Advisory Services, LLC	2,828	0.00%	$1.5M	NEW
104	AMERIPRISE FINANCIAL INC	2,754	0.00%	$1.5M	-13,687 (-83.2%)
105	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	2,719	0.00%	$1.5M	-523 (-16.1%)
106	SEI INVESTMENTS CO	2,638	0.00%	$1.4M	+1,777 (+206.4%)
107	ALLIANCEBERNSTEIN L.P.	2,603	0.00%	$2.1M	-1,581 (-37.8%)
108	AXQ CAPITAL, LP	2,584	0.00%	$1.4M	NEW
109	Cetera Investment Advisers	2,570	0.00%	$1.4M	+863 (+50.6%)
110	Cumberland Partners Ltd	2,420	0.00%	$1.3M	NEW
111	Vanguard Global Advisers, LLC	2,347	0.00%	$1.3M	-85 (-3.5%)
112	NEW YORK STATE COMMON RETIREMENT FUND	2,335	0.00%	$1.2M	—
113	MERCER GLOBAL ADVISORS INC /ADV	2,196	0.00%	$1.2M	+258 (+13.3%)
114	Amundi	2,155	0.00%	$1.2M	+1,012 (+88.5%)
115	QUADRANT CAPITAL GROUP LLC	2,149	0.00%	$1.1M	-16 (-0.7%)
116	OSSIAM	2,110	0.00%	$1.1M	-378 (-15.2%)
117	DAYMARK WEALTH PARTNERS, LLC	2,099	0.00%	$1.1M	-152 (-6.8%)
118	Entropy Technologies, LP	2,072	0.00%	$1.1M	NEW
119	Advisors Asset Management, Inc.	2,053	0.00%	$1.1M	+1,058 (+106.3%)
120	Pathstone Holdings, LLC	2,045	0.00%	$1.1M	+106 (+5.5%)
121	GATEWAY INVESTMENT ADVISERS LLC	1,915	0.00%	$1.0M	NEW
122	Focus Partners Wealth	1,883	0.00%	$1.0M	+905 (+92.5%)
123	Plum Street Advisors, LLC	1,880	0.00%	$1.0M	—
124	Mariner, LLC	1,871	0.00%	$998K	-2,157 (-53.6%)
125	CIBC Asset Management Inc	1,870	0.00%	$999K	-94 (-4.8%)
126	Cerity Partners LLC	1,828	0.00%	$976K	-506 (-21.7%)
127	Odyssean, LLC	1,826	0.00%	$975K	-107 (-5.5%)
128	Private Advisory Group LLC	1,819	0.00%	$971K	+256 (+16.4%)
129	Inspire Advisors, LLC	1,783	0.00%	$952K	+509 (+40.0%)
130	Intrinsic Value Partners, LLC	1,771	0.00%	$946K	-368 (-17.2%)
131	COMMONWEALTH EQUITY SERVICES, LLC	1,735	0.00%	$927K	+40 (+2.4%)
132	Carnegie Investment Counsel	1,668	0.00%	$891K	-217 (-11.5%)
133	Russell Investments Group, Ltd.	1,532	0.00%	$818K	-1,406 (-47.9%)
134	Oak Thistle LLC	1,506	0.00%	$804K	NEW
135	BNP PARIBAS FINANCIAL MARKETS	1,505	0.00%	$804K	-983 (-39.5%)
136	SUMMITRY LLC	1,490	0.00%	$796K	-246 (-14.2%)
137	Morningstar Investment Management LLC	1,483	0.00%	$1.2M	—
138	Vise Technologies, Inc.	1,469	0.00%	$785K	+722 (+96.7%)
139	US BANCORP \DE\	1,465	0.00%	$782K	-93 (-6.0%)
140	KBC Group NV	1,436	0.00%	$767K	NEW
141	WELLINGTON MANAGEMENT GROUP LLP	1,431	0.00%	$764K	NEW
142	Financial Perspectives, Inc	1,409	0.00%	$752K	+1,203 (+584.0%)
143	Caprock Group, LLC	1,393	0.00%	$744K	+126 (+9.9%)
144	Atlas Brown,Inc.	1,385	0.00%	$740K	-40 (-2.8%)
145	Astoria Portfolio Advisors LLC.	1,300	0.00%	$694K	—
146	Voleon Capital Management LP	1,282	0.00%	$685K	-1,759 (-57.8%)
147	MILESTONE ASSET MANAGEMENT, LLC	1,276	0.00%	$681K	+15 (+1.2%)
148	Sumitomo Mitsui Trust Group, Inc.	1,247	0.00%	$666K	+63 (+5.3%)
149	Jump Financial, LLC	1,230	0.00%	$657K	NEW
150	Rockefeller Capital Management L.P.	1,218	0.00%	$651K	-3 (-0.2%)
151	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	1,209	0.00%	$646K	-16 (-1.3%)
152	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	1,162	0.00%	$632K	+549 (+89.6%)
153	North Dakota State Investment Board	1,132	0.00%	$605K	-113 (-9.1%)
154	BLAIR WILLIAM & CO/IL	1,099	0.00%	$587K	-136 (-11.0%)
155	EXCHANGE TRADED CONCEPTS, LLC	1,090	0.00%	$582K	+1,026 (+1603.1%)
156	M&T Bank Corp	1,067	0.00%	$569K	-167 (-13.5%)
157	BURNEY CO/	1,060	0.00%	$566K	—
158	Valeo Financial Advisors, LLC	1,058	0.00%	$565K	+5 (+0.5%)
159	Tidal Investments LLC	1,041	0.00%	$556K	NEW
160	Hilltop Holdings Inc.	1,034	0.00%	$552K	+27 (+2.7%)
161	Vanguard Personalized Indexing Management, LLC	1,033	0.00%	$552K	-324 (-23.9%)
162	BANK OF MONTREAL /CAN/	1,028	0.00%	$549K	-8,013 (-88.6%)
163	Parallel Advisors, LLC	1,017	0.00%	$543K	+32 (+3.2%)
164	NewEdge Wealth, LLC	1,015	0.00%	$542K	NEW
165	ACADIAN ASSET MANAGEMENT LLC	1,008	0.00%	$536K	-1,254 (-55.4%)
166	ENVESTNET ASSET MANAGEMENT INC	1,002	0.00%	$535K	-180 (-15.2%)
167	BOOTHBAY FUND MANAGEMENT, LLC	984	0.00%	$525K	NEW
168	MANUFACTURERS LIFE INSURANCE COMPANY, THE	983	0.00%	$525K	-25 (-2.5%)
169	PFG Advisors	982	0.00%	$524K	-47 (-4.6%)
170	Virtu Financial LLC	946	0.00%	$505K	NEW
171	Janney Montgomery Scott LLC	934	0.00%	$499K	+68 (+7.9%)
172	Federation des caisses Desjardins du Quebec	934	0.00%	$499K	+296 (+46.4%)
173	New York Life Investment Management LLC	920	0.00%	$491K	+262 (+39.8%)
174	AVIVA PLC	912	0.00%	$487K	+164 (+21.9%)
175	DELTA ASSET MANAGEMENT LLC/TN	905	0.00%	$483K	+1 (+0.1%)
176	Machina Capital S.A.S.	897	0.00%	$479K	NEW
177	Pallas Capital Advisors LLC	889	0.00%	$475K	-177 (-16.6%)
178	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	886	0.00%	$473K	NEW
179	CHOREO, LLC	856	0.00%	$457K	-16 (-1.8%)
180	Medallion Wealth Advisors, LLC	833	0.00%	$445K	-387 (-31.7%)
181	STOCK YARDS BANK & TRUST CO	821	0.00%	$438K	-40 (-4.6%)
182	Oxinas Partners, LLC	815	0.00%	$435K	-60 (-6.9%)
183	NorthCrest Asset Manangement, LLC	809	0.00%	$440K	-1,044 (-56.3%)
184	TD Asset Management Inc	801	0.00%	$428K	+401 (+100.3%)
185	SUSQUEHANNA INTERNATIONAL GROUP, LLP	800	0.00%	$427K	-776 (-49.2%)
186	BESSEMER GROUP INC	800	0.00%	$427K	+100 (+14.3%)
187	Monument Capital Management	782	0.00%	$418K	-6,640 (-89.5%)
188	Wedmont Private Capital	771	0.00%	$425K	+45 (+6.2%)
189	Baron Wealth Management LLC	734	0.00%	$392K	-48 (-6.1%)
190	HSBC HOLDINGS PLC	728	0.00%	$389K	+136 (+23.0%)
191	Ensign Peak Advisors, Inc	724	0.00%	$387K	NEW
192	XPONANCE LLC	716	0.00%	$382K	-26 (-3.5%)
193	Eurizon Capital SGR S.p.A.	693	0.00%	$370K	-827 (-54.4%)
194	Sequoia Financial Advisors, LLC	682	0.00%	$364K	-166 (-19.6%)
195	Burns Matteson Capital Management, LLC	674	0.00%	$360K	NEW
196	Arax Advisory Partners	650	0.00%	$347K	+330 (+103.1%)
197	Police & Firemen's Retirement System of New Jersey	631	0.00%	$337K	-11 (-1.7%)
198	SP Asset Management LLC	627	0.00%	$335K	—
199	STIFEL FINANCIAL CORP	610	0.00%	$326K	+22 (+3.7%)
200	EDMOND DE ROTHSCHILD HOLDING S.A.	600	0.00%	$320K	-200 (-25.0%)
201	HB Wealth Management, LLC	599	0.00%	$320K	-90 (-13.1%)
202	Banque Cantonale Vaudoise	583	0.00%	$311K	-300 (-34.0%)
203	Quent Capital, LLC	565	0.00%	$302K	+7 (+1.3%)
204	GSA CAPITAL PARTNERS LLP	563	0.00%	$301K	NEW
205	Numerai GP LLC	549	0.00%	$293K	NEW
206	Stratos Wealth Partners, LTD.	546	0.00%	$292K	+143 (+35.5%)
207	MARSHALL WACE, LLP	522	0.00%	$279K	-1,038 (-66.5%)
208	Merit Financial Group, LLC	515	0.00%	$275K	-112 (-17.9%)
209	Centiva Capital, LP	513	0.00%	$274K	-100 (-16.3%)
210	AlphaGrep UK Ltd	508	0.00%	$271K	NEW
211	Summit Trail Advisors, LLC	505	0.00%	$270K	-27 (-5.1%)
212	Sagewood Asset Management LP	501	0.00%	$268K	-5 (-1.0%)
213	NORTH STAR ASSET MANAGEMENT INC	500	0.00%	$267K	—
214	Fiduciary Trust Co	500	0.00%	$267K	—
215	bLong Financial, LLC	500	0.00%	$267K	—
216	Savant Capital, LLC	498	0.00%	$290K	NEW
217	SG Americas Securities, LLC	497	0.00%	$265K	-709 (-58.8%)
218	Wealthspire Advisors, LLC	490	0.00%	$262K	—
219	Havemeyer Place LP	487	0.00%	$260K	-227 (-31.8%)
220	ELEVATION POINT WEALTH PARTNERS, LLC	483	0.00%	$258K	+2 (+0.4%)
221	GREENLEAF TRUST	483	0.00%	$258K	-22 (-4.4%)
222	Vestmark Advisory Solutions, Inc.	482	0.00%	$257K	+2 (+0.4%)
223	Vanguard National Trust Co	473	0.00%	$253K	—
224	Empowered Funds, LLC	471	0.00%	$252K	—
225	ABSHER WEALTH MANAGEMENT, LLC	467	0.00%	$249K	—
226	VARCOV Co.	451	0.00%	$241K	NEW
227	MACKENZIE FINANCIAL CORP	448	0.00%	$239K	-1 (-0.2%)
228	Woodline Partners LP	447	0.00%	$239K	-207 (-31.7%)
229	UNITED CAPITAL FINANCIAL ADVISORS, LLC	443	0.00%	$237K	-103 (-18.9%)
230	IFP Advisors, Inc	442	0.00%	$236K	+246 (+125.5%)
231	Quantum Portfolio Management LLC	432	0.00%	$231K	—
232	Delta Global Management LP	428	0.00%	$229K	NEW
233	NewEdge Advisors, LLC	428	0.00%	$229K	-22 (-4.9%)
234	Jain Global LLC	426	0.00%	$227K	-320 (-42.9%)
235	AIMZ Investment Advisors, LLC	425	0.00%	$227K	-100 (-19.0%)
236	Horizon Investments, LLC	421	0.00%	$225K	+417 (+10425.0%)
237	Wealthfront Advisers LLC	420	0.00%	$224K	+114 (+37.3%)
238	IEQ CAPITAL, LLC	420	0.00%	$224K	-845 (-66.8%)
239	VOYA INVESTMENT MANAGEMENT LLC	413	0.00%	$221K	+2 (+0.5%)
240	Empower Advisory Group, LLC	413	0.00%	$221K	+40 (+10.7%)
241	Prostatis Group LLC	409	0.00%	$218K	NEW
242	Arkadios Wealth Advisors	407	0.00%	$218K	-24 (-5.6%)
243	Horst & Graben Wealth Management LLC	406	0.00%	$218K	+1 (+0.2%)
244	XTX Topco Ltd	393	0.00%	$210K	-3,492 (-89.9%)
245	RIVERSEDGE ADVISORS, LLC	376	0.00%	$201K	-39 (-9.4%)
246	Fairman Group, LLC	375	0.00%	$200K	—
247	iA Global Asset Management Inc.	359	0.00%	$192K	NEW
248	Westside Investment Management, Inc.	347	0.00%	$185K	+15 (+4.5%)
249	NATIONAL BANK OF CANADA /FI/	327	0.00%	$174K	-34 (-9.4%)
250	JONES FINANCIAL COMPANIES LLLP	293	0.00%	$154K	-29 (-9.0%)

Exited since 2026-03-31 (91 filers; largest 25 shown)

Concurrent Investment Advisors, LLC	−8,502
Strategic Global Advisors, LLC	−7,273
Militia Capital Management LLC	−6,000
ExodusPoint Capital Management, LP	−5,551
Convergence Financial, LLC	−3,860
CWM, LLC	−3,764
CIM, LLC	−3,282
DGS Capital Management, LLC	−2,833
Fieldview Capital Management, LLC	−2,033
Brooklyn Investment Group	−1,911
HIGHLAND CAPITAL MANAGEMENT, LLC	−1,439
Employees Retirement System of Texas	−1,356
TWO SIGMA INVESTMENTS, LP	−1,265
GC Wealth Management RIA, LLC	−1,250
HANSEATIC MANAGEMENT SERVICES INC	−1,128
a16z Perennial Management, L.P.	−1,058
Summit Financial, LLC	−1,017
WISCONSIN CAPITAL MANAGEMENT LLC	−1,000
COLDSTREAM CAPITAL MANAGEMENT INC	−945
Sigma Planning Corp	−930
Brookstone Capital Management	−782
Advisory Services Network, LLC	−769
Optimist Retirement Group LLC	−763
Quadrature Capital Ltd	−724
Jefferies Financial Group Inc.	−598

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.