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 2026-08-04, as of 2026-07-31)
| Class | Listed | Shares outstanding | Held by 13F filers | % of class | Holders | CUSIP |
|---|---|---|---|---|---|---|
| Common Class A | IBTA · NYSE | 20,148,602 | 13,971,571 | 69.3% | 146 | 451051106 |
| Common Class B | not listed | 3,021,012 | — | — |
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 (146 of 146 · 451051106)
change vs 2026-03-31| # | Filer | Shares | % of class | Value | Change |
|---|---|---|---|---|---|
| 1 | Koch, Inc. | 4,389,129 | 21.78% | $149.9M | — |
| 2 | D. E. Shaw & Co., Inc. | 1,690,546 | 8.39% | $57.7M | — |
| 3 | HSBC HOLDINGS PLC | 1,016,521 | 5.05% | $35.7M | +7,234 (+0.7%) |
| 4 | BlackRock, Inc. | 937,170 | 4.65% | $32.0M | -25,474 (-2.6%) |
| 5 | CITIGROUP INC | 644,972 | 3.20% | $22.0M | +4,289 (+0.7%) |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 528,841 | 2.62% | $18.1M | +9,541 (+1.8%) |
| 7 | NOTABLE CAPITAL MANAGEMENT, L.L.C. | 336,042 | 1.67% | $11.5M | -30,990 (-8.4%) |
| 8 | BNP PARIBAS FINANCIAL MARKETS | 333,106 | 1.65% | $11.4M | +5,933 (+1.8%) |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 277,664 | 1.38% | $9.5M | -18,899 (-6.4%) |
| 10 | STATE STREET CORP | 272,487 | 1.35% | $9.3M | -12,018 (-4.2%) |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 223,083 | 1.11% | $7.6M | -16,217 (-6.8%) |
| 12 | BANK OF AMERICA CORP /DE/ | 201,088 | 1.00% | $6.9M | -38,079 (-15.9%) |
| 13 | DEUTSCHE BANK AG\ | 173,907 | 0.86% | $5.9M | -97,518 (-35.9%) |
| 14 | UBS Group AG | 168,497 | 0.84% | $5.8M | -4,622 (-2.7%) |
| 15 | MORGAN STANLEY | 164,498 | 0.82% | $5.6M | -72,234 (-30.5%) |
| 16 | Nuveen, LLC | 162,509 | 0.81% | $5.6M | +110,489 (+212.4%) |
| 17 | AMERICAN CENTURY COMPANIES INC | 150,347 | 0.75% | $5.1M | NEW |
| 18 | MILLENNIUM MANAGEMENT LLC | 120,472 | 0.60% | $4.1M | +22,999 (+23.6%) |
| 19 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 112,660 | 0.56% | $3.8M | -41,320 (-26.8%) |
| 20 | GOLDMAN SACHS GROUP INC | 105,702 | 0.52% | $3.6M | -5,037 (-4.5%) |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | 103,626 | 0.51% | $3.5M | -19,698 (-16.0%) |
| 22 | BARCLAYS PLC | 101,360 | 0.50% | $3.5M | +37,158 (+57.9%) |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 94,600 | 0.47% | $3.2M | -9,995 (-9.6%) |
| 24 | NORTHERN TRUST CORP | 93,333 | 0.46% | $3.2M | -35,261 (-27.4%) |
| 25 | XTX Topco Ltd | 88,350 | 0.44% | $3.0M | +24,326 (+38.0%) |
| 26 | Point72 Asset Management, L.P. | 88,313 | 0.44% | $3.0M | +24,184 (+37.7%) |
| 27 | CITADEL ADVISORS LLC | 88,301 | 0.44% | $3.0M | -35,450 (-28.6%) |
| 28 | AQR CAPITAL MANAGEMENT LLC | 86,237 | 0.43% | $2.9M | +38,230 (+79.6%) |
| 29 | JANE STREET GROUP, LLC | 84,764 | 0.42% | $2.9M | -44,235 (-34.3%) |
| 30 | JPMORGAN CHASE & CO | 84,759 | 0.42% | $2.9M | +66,890 (+374.3%) |
| 31 | VANGUARD FIDUCIARY TRUST CO | 80,198 | 0.40% | $2.7M | -15,695 (-16.4%) |
| 32 | SAYBROOK CAPITAL /NC | 60,258 | 0.30% | $2.1M | — |
| 33 | Bank of New York Mellon Corp | 59,478 | 0.30% | $2.0M | +1,968 (+3.4%) |
| 34 | PRICE T ROWE ASSOCIATES INC /MD/ | 49,983 | 0.25% | $1.7M | +1,219 (+2.5%) |
| 35 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 44,706 | 0.22% | $1.5M | -67 (-0.1%) |
| 36 | PRIMECAP MANAGEMENT CO/CA/ | 41,735 | 0.21% | $1.4M | -200 (-0.5%) |
| 37 | TUDOR INVESTMENT CORP ET AL | 41,019 | 0.20% | $1.4M | NEW |
| 38 | Invesco Ltd. | 29,889 | 0.15% | $1.0M | -3,311 (-10.0%) |
| 39 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 26,419 | 0.13% | $902K | — |
| 40 | Mariner, LLC | 26,283 | 0.13% | $898K | +8,118 (+44.7%) |
| 41 | Quantinno Capital Management LP | 26,188 | 0.13% | $895K | +2,843 (+12.2%) |
| 42 | ForthRight Wealth Management, LLC | 25,180 | 0.12% | $860K | -5,116 (-16.9%) |
| 43 | Susquehanna Portfolio Strategies, LLC | 24,770 | 0.12% | $846K | NEW |
| 44 | Voleon Capital Management LP | 24,205 | 0.12% | $827K | -7,556 (-23.8%) |
| 45 | ExodusPoint Capital Management, LP | 23,011 | 0.11% | $786K | NEW |
| 46 | OCCUDO QUANTITATIVE STRATEGIES LP | 22,895 | 0.11% | $782K | NEW |
| 47 | ACADIAN ASSET MANAGEMENT LLC | 21,701 | 0.11% | $739K | +6,605 (+43.8%) |
| 48 | Swiss National Bank | 19,800 | 0.10% | $676K | -10,100 (-33.8%) |
| 49 | FRANKLIN RESOURCES INC | 18,930 | 0.09% | $647K | -7,106 (-27.3%) |
| 50 | Balyasny Asset Management L.P. | 15,424 | 0.08% | $527K | -75,446 (-83.0%) |
| 51 | RHUMBLINE ADVISERS | 14,552 | 0.07% | $497K | -2,128 (-12.8%) |
| 52 | Penserra Capital Management LLC | 14,329 | 0.07% | $489K | -9,220 (-39.2%) |
| 53 | ALLIANCEBERNSTEIN L.P. | 13,850 | 0.07% | $415K | +1,800 (+14.9%) |
| 54 | Jump Financial, LLC | 13,300 | 0.07% | $454K | NEW |
| 55 | STRS OHIO | 12,800 | 0.06% | $437K | +2,200 (+20.8%) |
| 56 | Baker Avenue Asset Management, LP | 12,750 | 0.06% | $436K | — |
| 57 | WELLS FARGO & COMPANY/MN | 11,391 | 0.06% | $389K | +4,601 (+67.8%) |
| 58 | GSA CAPITAL PARTNERS LLP | 10,505 | 0.05% | $359K | NEW |
| 59 | AMERIPRISE FINANCIAL INC | 10,434 | 0.05% | $356K | -5,207 (-33.3%) |
| 60 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 10,301 | 0.05% | $352K | +5,105 (+98.2%) |
| 61 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,162 | 0.05% | $347K | -5,062 (-33.3%) |
| 62 | Focus Partners Wealth | 9,983 | 0.05% | $341K | +754 (+8.2%) |
| 63 | Engineers Gate Manager LP | 9,595 | 0.05% | $328K | NEW |
| 64 | DIMENSIONAL FUND ADVISORS LP | 8,917 | 0.04% | $305K | -75 (-0.8%) |
| 65 | Schonfeld Strategic Advisors LLC | 8,710 | 0.04% | $298K | NEW |
| 66 | Fermata Advisors, LLC | 8,546 | 0.04% | $292K | -1,866 (-17.9%) |
| 67 | Jain Global LLC | 8,541 | 0.04% | $292K | -167 (-1.9%) |
| 68 | FOX RUN MANAGEMENT, L.L.C. | 8,512 | 0.04% | $291K | NEW |
| 69 | Squarepoint Ops LLC | 8,481 | 0.04% | $290K | NEW |
| 70 | VANGUARD ASSET MANAGEMENT, Ltd | 8,230 | 0.04% | $281K | — |
| 71 | Nemes Rush Group LLC | 8,001 | 0.04% | $273K | — |
| 72 | Man Group plc | 7,934 | 0.04% | $271K | NEW |
| 73 | NORDEN GROUP LLC | 7,537 | 0.04% | $257K | -193 (-2.5%) |
| 74 | Creative Planning | 7,298 | 0.04% | $249K | NEW |
| 75 | MetLife Investment Management, LLC | 7,153 | 0.04% | $244K | — |
| 76 | SG Americas Securities, LLC | 6,965 | 0.03% | $238K | NEW |
| 77 | Zurcher Kantonalbank (Zurich Cantonalbank) | 6,800 | 0.03% | $232K | — |
| 78 | DRIVE WEALTH MANAGEMENT, LLC | 6,532 | 0.03% | $223K | NEW |
| 79 | Jupiter Topco LLC | 6,500 | 0.03% | $223K | NEW |
| 80 | Legal & General Group Plc | 6,118 | 0.03% | $209K | -3,845 (-38.6%) |
| 81 | Brevan Howard Capital Management LP | 5,911 | 0.03% | $202K | NEW |
| 82 | IEQ CAPITAL, LLC | 5,873 | 0.03% | $201K | NEW |
| 83 | Arax Advisory Partners | 5,789 | 0.03% | $198K | +5,720 (+8289.9%) |
| 84 | Quantbot Technologies LP | 5,567 | 0.03% | $190K | -15,303 (-73.3%) |
| 85 | MEEDER ASSET MANAGEMENT INC | 5,110 | 0.03% | $175K | +3,821 (+296.4%) |
| 86 | NEW YORK STATE COMMON RETIREMENT FUND | 4,900 | 0.02% | $167K | — |
| 87 | Vanguard Global Advisers, LLC | 4,712 | 0.02% | $161K | — |
| 88 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4,573 | 0.02% | $156K | -637 (-12.2%) |
| 89 | State of Wyoming | 4,441 | 0.02% | $152K | NEW |
| 90 | Police & Firemen's Retirement System of New Jersey | 3,954 | 0.02% | $135K | — |
| 91 | KLP KAPITALFORVALTNING AS | 3,200 | 0.02% | $109K | — |
| 92 | Russell Investments Group, Ltd. | 3,047 | 0.02% | $104K | -11,378 (-78.9%) |
| 93 | Vanguard Investments Australia, Ltd. | 3,000 | 0.01% | $102K | — |
| 94 | Larson Financial Group LLC | 2,872 | 0.01% | $98K | -116 (-3.9%) |
| 95 | OSAIC HOLDINGS, INC. | 2,871 | 0.01% | $98K | +358 (+14.2%) |
| 96 | FMR LLC | 2,305 | 0.01% | $79K | +42 (+1.9%) |
| 97 | ROYAL BANK OF CANADA | 2,246 | 0.01% | $76K | +687 (+44.1%) |
| 98 | SIMPLEX TRADING, LLC | 1,543 | 0.01% | $53K | +281 (+22.3%) |
| 99 | Tower Research Capital LLC (TRC) | 1,340 | 0.01% | $46K | -48 (-3.5%) |
| 100 | Private Wealth Asset Management, LLC | 1,000 | 0.00% | $34K | — |
| 101 | Ameritas Investment Partners, Inc. | 907 | 0.00% | $31K | — |
| 102 | State of Alaska, Department of Revenue | 815 | 0.00% | $27K | — |
| 103 | Versant Capital Management, Inc | 605 | 0.00% | $21K | +133 (+28.2%) |
| 104 | Abound Wealth Management | 604 | 0.00% | $21K | — |
| 105 | Silver Grove Financial Group, Inc. | 590 | 0.00% | $20K | NEW |
| 106 | Blue Trust, Inc. | 336 | 0.00% | $11K | — |
| 107 | Rockefeller Capital Management L.P. | 322 | 0.00% | $11K | — |
| 108 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 288 | 0.00% | $10K | -269 (-48.3%) |
| 109 | EverSource Wealth Advisors, LLC | 288 | 0.00% | $10K | +46 (+19.0%) |
| 110 | GAMMA Investing LLC | 283 | 0.00% | $10K | +94 (+49.7%) |
| 111 | Covestor Ltd | 277 | 0.00% | $10K | -82 (-22.8%) |
| 112 | UMB Bank, n.a. | 209 | 0.00% | $7K | — |
| 113 | Allworth Financial LP | 207 | 0.00% | $7K | +17 (+8.9%) |
| 114 | GROUP ONE TRADING LLC | 163 | 0.00% | $6K | -537 (-76.7%) |
| 115 | C M BIDWELL & ASSOCIATES LTD | 124 | 0.00% | $4K | NEW |
| 116 | SBI Securities Co., Ltd. | 124 | 0.00% | $4K | — |
| 117 | Parallel Advisors, LLC | 117 | 0.00% | $4K | -3,851 (-97.1%) |
| 118 | NISA INVESTMENT ADVISORS, LLC | 114 | 0.00% | $4K | +3 (+2.7%) |
| 119 | Caitong International Asset Management Co., Ltd | 105 | 0.00% | $4K | -1,694 (-94.2%) |
| 120 | HARBOR CAPITAL ADVISORS, INC. | 90 | 0.00% | $3K | -4 (-4.3%) |
| 121 | Sterling Capital Management LLC | 87 | 0.00% | $3K | +15 (+20.8%) |
| 122 | Nykredit A/S | 86 | 0.00% | $3K | NEW |
| 123 | US BANCORP \DE\ | 79 | 0.00% | $3K | -54 (-40.6%) |
| 124 | Essential Partners LLC | 78 | 0.00% | $3K | -740 (-90.5%) |
| 125 | Optiver Holding B.V. | 76 | 0.00% | $3K | — |
| 126 | PICTON MAHONEY ASSET MANAGEMENT | 66 | 0.00% | $2K | NEW |
| 127 | Fortitude Family Office, LLC | 65 | 0.00% | $2K | NEW |
| 128 | ROTHSCHILD INVESTMENT LLC | 64 | 0.00% | $2K | +38 (+146.2%) |
| 129 | Quarry LP | 58 | 0.00% | $2K | NEW |
| 130 | LOS ANGELES CAPITAL MANAGEMENT LLC | 58 | 0.00% | $2K | — |
| 131 | Golden State Wealth Management, LLC | 51 | 0.00% | $2K | — |
| 132 | JONES FINANCIAL COMPANIES LLLP | 47 | 0.00% | $2K | NEW |
| 133 | Farther Finance Advisors, LLC | 47 | 0.00% | $2K | +12 (+34.3%) |
| 134 | SIGNATUREFD, LLC | 39 | 0.00% | $1K | — |
| 135 | True Wealth Design, LLC | 30 | 0.00% | $1K | +6 (+25.0%) |
| 136 | Parkside Financial Bank & Trust | 25 | 0.00% | $854 | — |
| 137 | LRI Investments, LLC | 25 | 0.00% | $854 | — |
| 138 | SJS Investment Consulting Inc. | 23 | 0.00% | $787 | +2 (+9.5%) |
| 139 | PNC Financial Services Group, Inc. | 21 | 0.00% | $717 | +5 (+31.3%) |
| 140 | Stone House Investment Management, LLC | 15 | 0.00% | $512 | — |
| 141 | LANARK FINANCIAL, INC. | 10 | 0.00% | $341 | — |
| 142 | IFP Advisors, Inc | 5 | 0.00% | $171 | — |
| 143 | Global Retirement Partners, LLC | 4 | 0.00% | $137 | NEW |
| 144 | Clearstead Advisors, LLC | 3 | 0.00% | $103 | NEW |
| 145 | Smartleaf Asset Management LLC | 3 | 0.00% | $103 | — |
| 146 | CVA Family Office, LLC | 1 | 0.00% | $34 | — |
Exited since 2026-03-31 (14 filers; largest 14 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 |
|---|---|---|---|---|---|
| KDT Ibotta Holdings, LLC | SCHEDULE 13D | 2026-04-02 | 2026-02-26 | 4,389,129 | 20.7% |
| Koch, Inc. | SCHEDULE 13D | 2026-04-02 | 2026-02-26 | 4,389,129 | 20.7% |
| David E. Shaw | SCHEDULE 13G/A | 2026-02-17 | 2025-12-31 | 1,690,546 | 7.2% |
| D. E. Shaw & Co., L.L.C. | SCHEDULE 13G/A | 2026-02-17 | 2025-12-31 | 1,690,546 | 7.2% |
| D. E. Shaw & Co., L.P. | SCHEDULE 13G/A | 2026-02-17 | 2025-12-31 | 1,690,546 | 7.2% |
| Amova Asset Management Americas, Inc. | SCHEDULE 13G/A | 2026-02-12 | 2025-12-31 | 341,265 | 1.5% |
| Amova Asset Management Co., Ltd. | SCHEDULE 13G/A | 2026-02-05 | 2025-12-31 | 341,265 | 1.5% |
| Sumitomo Mitsui Trust Group, Inc. | SCHEDULE 13G/A | 2026-02-05 | 2025-12-31 | 341,265 | 1.5% |
| The Vanguard Group | SCHEDULE 13G/A | 2026-01-30 | 2025-12-31 | 1,164,995 | 4.96% |
| James H. Clark | SCHEDULE 13G | 2025-09-12 | 2024-09-30 | 3,841,308 | 15.2% |
| Clark Jermoluk Founders Fund I LLC | SCHEDULE 13G | 2025-09-12 | 2024-09-30 | 3,841,308 | 15.2% |
| John S. Clark II | SCHEDULE 13G | 2025-08-14 | 2025-06-30 | 276,701 | 1.1% |
| D. E. Shaw Valence Portfolios, L.L.C. | SCHEDULE 13G/A | 2025-08-14 | 2025-06-30 | 1,043,082 | 4.1% |
| Southpoint Capital Advisors LLC | SCHEDULE 13G | 2025-08-14 | 2025-06-30 | 276,701 | 1.1% |
| Southpoint Capital Advisors LP | SCHEDULE 13G | 2025-08-14 | 2025-06-30 | 276,701 | 1.1% |
| Southpoint GP, LLC | SCHEDULE 13G | 2025-08-14 | 2025-06-30 | 276,701 | 1.1% |
| Southpoint GP, LP | SCHEDULE 13G | 2025-08-14 | 2025-06-30 | 276,701 | 1.1% |
| Southpoint Master Fund, LP | SCHEDULE 13G | 2025-08-14 | 2025-06-30 | 276,701 | 1.1% |
| Barclays PLC | SCHEDULE 13G/A | 2025-05-13 | 2025-03-31 | — | — |
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.