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.

VanEck Merk Gold ETF

CIK 0001546652OUNZ· quarter ending 2026-06-30

Shares outstanding

67,185,613

as of 2026-09-04 · 10-Q cover page, filed 2026-09-08

Held by 13F filers

35,883,258

53.4% of shares outstanding

Holders

269

-23 vs 2026-03-31 · 21 new, 44 exited

Value

$1.4B

shares +10.1% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-09-08, as of 2026-09-04)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	OUNZ · NYSEArca	67,185,613	35,883,258	53.4%	269	921078101

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
	921078101	SHS	269	35,883,258	67,185,613	53.4%	$1.4B	2 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 269 · 921078101)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	VAN ECK ASSOCIATES CORP	5,469,804	8.14%	$211.1M	+1,652,265 (+43.3%)
2	Morton Capital Management LLC/CA	3,519,350	5.24%	$135.8M	+86,138 (+2.5%)
3	LPL Financial LLC	3,170,456	4.72%	$122.3M	-71,355 (-2.2%)
4	Pitcairn Wealth Advisors LLC	1,319,924	1.96%	$50.9M	-17,033 (-1.3%)
5	RAYMOND JAMES FINANCIAL INC	1,313,044	1.95%	$50.7M	+14,304 (+1.1%)
6	Cambridge Investment Research Advisors, Inc.	1,288,108	1.92%	$49.7M	+580,758 (+82.1%)
7	ENVESTNET ASSET MANAGEMENT INC	1,053,271	1.57%	$40.6M	+13,896 (+1.3%)
8	Modern Wealth Management, LLC	1,037,290	1.54%	$40.0M	+493,705 (+90.8%)
9	Cetera Investment Advisers	1,007,535	1.50%	$38.9M	+30,665 (+3.1%)
10	AMERIPRISE FINANCIAL INC	814,220	1.21%	$31.4M	+12,115 (+1.5%)
11	Asset One Wealth Management LLC	785,998	1.17%	$30.7M	+22,922 (+3.0%)
12	SHUFRO ROSE & CO LLC	619,787	0.92%	$23.9M	+266,686 (+75.5%)
13	Drake & Associates, LLC	552,917	0.82%	$21.3M	+42,691 (+8.4%)
14	Ameritas Advisory Services, LLC	486,660	0.72%	$18.8M	+235,673 (+93.9%)
15	MML INVESTORS SERVICES, LLC	468,651	0.70%	$18.1M	+112,902 (+31.7%)
16	OSAIC HOLDINGS, INC.	446,232	0.66%	$17.2M	+200,031 (+81.2%)
17	Kiker Wealth Management, LLC	422,678	0.63%	$16.3M	-14,849 (-3.4%)
18	AE Wealth Management LLC	381,430	0.57%	$14.7M	-64,656 (-14.5%)
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	380,529	0.57%	$15.0M	+34,736 (+10.0%)
20	Euro Pacific Asset Management, LLC	376,497	0.56%	$14.6M	-10,090 (-2.6%)
21	HighTower Advisors, LLC	364,791	0.54%	$14.1M	-9,796 (-2.6%)
22	SILVER OAK SECURITIES, INCORPORATED	334,653	0.50%	$12.9M	+11,650 (+3.6%)
23	Security National Bank	321,957	0.48%	$12.4M	+38,931 (+13.8%)
24	Solstein Capital, LLC	280,248	0.42%	$10.8M	+20,294 (+7.8%)
25	Accordant Advisory Group Inc	272,802	0.41%	$10.5M	-426 (-0.2%)
26	Pekin Hardy Strauss, Inc.	267,079	0.40%	$10.3M	-637 (-0.2%)
27	Dogwood Wealth Management LLC	259,990	0.39%	$10.0M	+29,911 (+13.0%)
28	Advisory Services Network, LLC	247,389	0.37%	$9.5M	+41,695 (+20.3%)
29	Smart Money Group LLC	245,920	0.37%	$9.5M	+7,015 (+2.9%)
30	Sanctuary Advisors, LLC	245,499	0.37%	$9.5M	-6,793 (-2.7%)
31	MONEY CONCEPTS CAPITAL CORP	234,984	0.35%	$9.1M	+3,343 (+1.4%)
32	FAS Wealth Partners, Inc.	210,148	0.31%	$8.1M	+7,671 (+3.8%)
33	Perennial Investment Advisors, LLC	188,390	0.28%	$7.3M	+5,774 (+3.2%)
34	Samalin Investment Counsel, LLC	176,333	0.26%	$6.8M	-573 (-0.3%)
35	Three Cord True Wealth Management, LLC	174,355	0.26%	$6.7M	+11,164 (+6.8%)
36	PDS Planning, Inc	167,778	0.25%	$6.5M	—
37	Lifeworks Advisors, LLC	165,095	0.25%	$6.4M	-1,052 (-0.6%)
38	Forum Financial Management, LP	160,123	0.24%	$6.2M	—
39	Farther Finance Advisors, LLC	159,261	0.24%	$6.1M	-31 (-0.0%)
40	SFG Wealth Management, LLC.	155,892	0.23%	$6.0M	-96,794 (-38.3%)
41	SUSQUEHANNA INTERNATIONAL GROUP, LLP	150,889	0.22%	$5.8M	+51,159 (+51.3%)
42	PETRA FINANCIAL ADVISORS INC	148,514	0.22%	$5.7M	+10,062 (+7.3%)
43	Capital Wealth Alliance, LLC	146,727	0.22%	$5.7M	—
44	MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV	138,375	0.21%	$5.3M	+7,104 (+5.4%)
45	OPPENHEIMER & CO INC	137,055	0.20%	$5.3M	-3,081 (-2.2%)
46	Guild Investment Management, Inc.	127,390	0.19%	$4.9M	+4,460 (+3.6%)
47	COMMONWEALTH EQUITY SERVICES, LLC	125,616	0.19%	$4.8M	-8,945 (-6.6%)
48	Faithward Advisors, LLC	124,231	0.18%	$4.8M	NEW
49	CENTAURUS FINANCIAL, INC.	115,426	0.17%	$4.5M	+334 (+0.3%)
50	SHEETS SMITH WEALTH MANAGEMENT	112,189	0.17%	$4.3M	+34,018 (+43.5%)
51	Gladstone Institutional Advisory LLC	111,860	0.17%	$4.3M	+2,666 (+2.4%)
52	Plan Group Financial, LLC	105,275	0.16%	$4.1M	-5,500 (-5.0%)
53	Atria Investments, Inc	96,581	0.14%	$3.7M	+11,326 (+13.3%)
54	Simplicity Wealth,LLC	95,925	0.14%	$3.7M	-255 (-0.3%)
55	Bucket List Wealth Management, LLC	94,341	0.14%	$3.6M	+7,986 (+9.2%)
56	Stratos Wealth Partners, LTD.	93,992	0.14%	$3.6M	-1,100 (-1.2%)
57	Ferguson Shapiro LLC	78,831	0.12%	$3.0M	NEW
58	Rockefeller Capital Management L.P.	77,559	0.12%	$3.0M	-17,081 (-18.0%)
59	STIFEL FINANCIAL CORP	75,584	0.11%	$2.9M	+23,275 (+44.5%)
60	Meixler Investment Management, Ltd.	73,739	0.11%	$2.8M	+1,337 (+1.8%)
61	Equitable Holdings, Inc.	72,914	0.11%	$2.8M	-26,390 (-26.6%)
62	Ascent Advisors, LLC	70,352	0.10%	$2.7M	NEW
63	Accurate Wealth Management, LLC	69,356	0.10%	$2.7M	+11,417 (+19.7%)
64	RDA Financial Network	68,375	0.10%	$2.6M	+4,929 (+7.8%)
65	Banco BTG Pactual S.A.	65,795	0.10%	$2.5M	+37,999 (+136.7%)
66	UMB Bank, n.a.	64,539	0.10%	$2.5M	—
67	EP Wealth Advisors, LLC	63,584	0.09%	$2.5M	—
68	Creative Planning	63,347	0.09%	$2.4M	-267 (-0.4%)
69	USAdvisors Wealth Management, LLC	62,842	0.09%	$2.4M	-3,030 (-4.6%)
70	Golden State Wealth Management, LLC	62,354	0.09%	$2.4M	+10,491 (+20.2%)
71	Procyon Advisors, LLC	59,742	0.09%	$2.3M	-20 (-0.0%)
72	LYELL WEALTH MANAGEMENT, LP	59,265	0.09%	$2.3M	-23,980 (-28.8%)
73	Summit Financial, LLC	57,135	0.09%	$2.2M	-12,275 (-17.7%)
74	Foundations Investment Advisors, LLC	55,916	0.08%	$2.2M	+6,523 (+13.2%)
75	Terra Nova Asset Management LLC	55,695	0.08%	$2.1M	—
76	MORGAN STANLEY	54,928	0.08%	$2.1M	+3,505 (+6.8%)
77	Main Street Financial Solutions, LLC	53,894	0.08%	$2.1M	+1,412 (+2.7%)
78	Tower Wealth Partners, Inc.	52,903	0.08%	$2.0M	+4,356 (+9.0%)
79	FIRST TRUST ADVISORS LP	52,667	0.08%	$2.0M	—
80	Sigma Planning Corp	51,764	0.08%	$2.0M	-6,044 (-10.5%)
81	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	51,476	0.08%	$2.2M	+33,189 (+181.5%)
82	MAI Capital Management	50,795	0.08%	$2.0M	+46,825 (+1179.5%)
83	MPWM ADVISORY SOLUTIONS, LLC	50,206	0.07%	$1.9M	+21,750 (+76.4%)
84	Valmark Advisers, Inc.	49,821	0.07%	$1.9M	-2,650 (-5.1%)
85	Castleview Partners, LLC	49,205	0.07%	$1.9M	+9,887 (+25.1%)
86	MATAURO, LLC	48,199	0.07%	$1.9M	+37,074 (+333.2%)
87	Keating Financial Advisory Services, Inc.	47,816	0.07%	$1.8M	+12,141 (+34.0%)
88	Waterloo Capital, L.P.	46,695	0.07%	$1.8M	+17,577 (+60.4%)
89	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	45,459	0.07%	$1.8M	-20,937 (-31.5%)
90	Blue Line Capital, LLC / IL	45,106	0.07%	$1.7M	+1,792 (+4.1%)
91	Brookstone Capital Management	44,713	0.07%	$1.7M	-61,897 (-58.1%)
92	SPROTT INC.	43,973	0.07%	$1.7M	-610 (-1.4%)
93	Continuum Advisory, LLC	43,369	0.06%	$1.7M	+15,866 (+57.7%)
94	Arax Advisory Partners	43,262	0.06%	$1.7M	+12,100 (+38.8%)
95	HBW ADVISORY SERVICES LLC	43,120	0.06%	$1.7M	+1,675 (+4.0%)
96	HB Wealth Management, LLC	42,332	0.06%	$1.6M	—
97	Washington Trust Advisors, Inc.	41,093	0.06%	$1.6M	—
98	Global Assets Advisory, LLC	39,018	0.06%	$1.5M	NEW
99	Clear Harbor Asset Management, LLC	38,730	0.06%	$1.5M	+4,200 (+12.2%)
100	JPMORGAN CHASE & CO	37,124	0.06%	$1.4M	-2,065 (-5.3%)
101	Peck Wealth Management, LLC	37,050	0.06%	$1.4M	-200 (-0.5%)
102	Sloy Dahl & Holst, LLC	37,000	0.06%	$1.4M	—
103	OneDigital Investment Advisors LLC	36,563	0.05%	$1.4M	-1,254 (-3.3%)
104	Mayflower Financial Advisors, LLC	35,845	0.05%	$1.4M	-2,880 (-7.4%)
105	CWC Advisors, LLC.	35,703	0.05%	$1.4M	+2,437 (+7.3%)
106	Walkner Condon Financial Advisors LLC	35,187	0.05%	$1.4M	-8,165 (-18.8%)
107	Financial & Tax Architects, LLC	34,200	0.05%	$1.3M	+9,203 (+36.8%)
108	Focus Partners Wealth	33,974	0.05%	$1.3M	-3,208 (-8.6%)
109	Kingsview Wealth Management, LLC	31,760	0.05%	$1.2M	+1,648 (+5.5%)
110	Savvy Advisors, Inc.	30,562	0.05%	$1.2M	NEW
111	Merk Investments LLC	29,794	0.04%	$1.1M	-4,406 (-12.9%)
112	Camarda Financial Advisors, LLC	29,792	0.04%	$1.1M	-50,711 (-63.0%)
113	WESPAC Advisors, LLC	29,464	0.04%	$1.1M	—
114	HUNTINGTON NATIONAL BANK	28,621	0.04%	$1.1M	+805 (+2.9%)
115	DiNuzzo Private Wealth, Inc.	28,240	0.04%	$1.1M	-350 (-1.2%)
116	Sequoia Financial Advisors, LLC	28,136	0.04%	$1.1M	—
117	Bluespring Wealth Management, LLC	27,469	0.04%	$1.1M	NEW
118	CASCADE INVESTMENT GROUP, INC.	27,210	0.04%	$1.1M	-200 (-0.7%)
119	Steward Partners Investment Advisory, LLC	27,013	0.04%	$1.0M	+7,164 (+36.1%)
120	TUCKER ASSET MANAGEMENT LLC	26,819	0.04%	$1.0M	+13,818 (+106.3%)
121	Pioneer Family Office, LLC	25,595	0.04%	$988K	+1,235 (+5.1%)
122	NewSquare Capital LLC	25,500	0.04%	$984K	—
123	WHITE PINE CAPITAL LLC	24,820	0.04%	$958K	-17,922 (-41.9%)
124	Global Retirement Partners, LLC	24,625	0.04%	$950K	NEW
125	BENJAMIN EDWARDS INC	23,700	0.04%	$915K	-266 (-1.1%)
126	Mariner, LLC	23,312	0.03%	$900K	+786 (+3.5%)
127	Wealth Quarterback LLC	22,811	0.03%	$880K	-42 (-0.2%)
128	Ironsides Asset Advisors, LLC	22,687	0.03%	$875K	-52 (-0.2%)
129	Kestra Advisory Services, LLC	22,581	0.03%	$871K	-1,993 (-8.1%)
130	FIFTH THIRD BANCORP	22,288	0.03%	$860K	—
131	MATHER GROUP, LLC.	22,184	0.03%	$856K	-1,282 (-5.5%)
132	AQR CAPITAL MANAGEMENT LLC	22,056	0.03%	$851K	-1,081 (-4.7%)
133	Baker Ellis Asset Management LLC	22,000	0.03%	$849K	-11,000 (-33.3%)
134	THOMPSON DAVIS & CO., INC.	21,500	0.03%	$830K	+1,550 (+7.8%)
135	VestGen Advisors, LLC	21,183	0.03%	$817K	+1,019 (+5.1%)
136	BankChampaign, National Association	20,738	0.03%	$800K	-66 (-0.3%)
137	Daybright Advisory Services, Inc.	20,596	0.03%	$802K	—
138	PW Nova Financial Services LLC	20,537	0.03%	$793K	-184 (-0.9%)
139	Vise Technologies, Inc.	20,110	0.03%	$776K	+13,200 (+191.0%)
140	Janney Montgomery Scott LLC	19,750	0.03%	$762K	+4,475 (+29.3%)
141	Texas Yale Capital Corp.	19,100	0.03%	$737K	—
142	HRT FINANCIAL LP	19,002	0.03%	$733K	NEW
143	Oliver Luxxe Assets LLC	18,085	0.03%	$698K	+4,650 (+34.6%)
144	Invst, LLC	18,042	0.03%	$696K	-393 (-2.1%)
145	Maridea Wealth Management LLC	17,000	0.03%	$656K	+725 (+4.5%)
146	Abacus Planning Group, Inc.	16,328	0.02%	$630K	+3,510 (+27.4%)
147	FAGAN ASSOCIATES, INC.	15,725	0.02%	$607K	-1,350 (-7.9%)
148	Beacon Pointe Advisors, LLC	15,078	0.02%	$582K	-11,986 (-44.3%)
149	Beacon Bank & Trust	14,273	0.02%	$551K	-350 (-2.4%)
150	RENAISSANCE TECHNOLOGIES LLC	14,100	0.02%	$544K	-22,370 (-61.3%)
151	Proficio Capital Partners LLC	13,876	0.02%	$535K	—
152	Perigon Wealth Management, LLC	13,763	0.02%	$531K	+393 (+2.9%)
153	Ritter Daniher Financial Advisory LLC / DE	13,635	0.02%	$526K	—
154	ABBINGTON INVESTMENT GROUP	13,405	0.02%	$517K	—
155	Wick Capital Partners, LLC	13,340	0.02%	$515K	—
156	SMITH, MOORE & CO.	13,335	0.02%	$515K	—
157	Nuveen, LLC	13,170	0.02%	$508K	NEW
158	Cerity Partners LLC	13,099	0.02%	$506K	+108 (+0.8%)
159	NewEdge Advisors, LLC	12,809	0.02%	$494K	+188 (+1.5%)
160	First Heartland Consultants, Inc.	12,780	0.02%	$493K	+3,209 (+33.5%)
161	PFG Advisors	12,773	0.02%	$493K	-1,734 (-12.0%)
162	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	12,750	0.02%	$492K	-150 (-1.2%)
163	IHT Wealth Management, LLC	12,631	0.02%	$487K	+897 (+7.6%)
164	Whitaker-Myers Wealth Managers, LTD.	12,253	0.02%	$473K	-1,589 (-11.5%)
165	COZAD ASSET MANAGEMENT INC	12,100	0.02%	$467K	—
166	GWN SECURITIES INC.	11,982	0.02%	$462K	-155 (-1.3%)
167	CAPTRUST FINANCIAL ADVISORS	11,862	0.02%	$458K	+48 (+0.4%)
168	WHITTIER TRUST CO	11,747	0.02%	$470K	-295 (-2.4%)
169	Spectrum Planning & Advisory Services Inc.	11,670	0.02%	$450K	—
170	Apollon Wealth Management, LLC	11,445	0.02%	$442K	+3,093 (+37.0%)
171	Chicago Partners Investment Group LLC	11,440	0.02%	$445K	-109 (-0.9%)
172	DAVENPORT & Co LLC	11,400	0.02%	$440K	—
173	Tulsa Wealth Advisors, INC	11,268	0.02%	$435K	-12 (-0.1%)
174	Keystone Financial Group	11,253	0.02%	$434K	—
175	Destiny Capital Corp/CO	11,061	0.02%	$427K	+1 (+0.0%)
176	KINGSWOOD WEALTH ADVISORS, LLC	10,990	0.02%	$424K	+695 (+6.8%)
177	CreativeOne Wealth, LLC	10,950	0.02%	$423K	-46,363 (-80.9%)
178	Veracity Capital LLC	10,738	0.02%	$414K	+650 (+6.4%)
179	EverSource Wealth Advisors, LLC	10,355	0.02%	$400K	—
180	SBE LLC DBA CEDAR COVE WEALTH PARTNERS	10,355	0.02%	$400K	-65,866 (-86.4%)
181	UBS Group AG	10,202	0.02%	$394K	NEW
182	JOHNSON INVESTMENT COUNSEL INC	10,011	0.01%	$386K	—
183	MidFirst Bank	10,000	0.01%	$386K	—
184	SAGESPRING WEALTH PARTNERS, LLC	9,732	0.01%	$376K	-27 (-0.3%)
185	Warwick Investment Management, Inc.	9,537	0.01%	$368K	-19,451 (-67.1%)
186	Wealth Management Associates, Inc.	9,473	0.01%	$366K	+2,718 (+40.2%)
187	Regent Peak Wealth Advisors LLC	9,086	0.01%	$351K	+32 (+0.4%)
188	Dakota Wealth Management	9,061	0.01%	$350K	+1,735 (+23.7%)
189	Pure Financial Advisors, LLC	8,878	0.01%	$343K	+800 (+9.9%)
190	ROYAL BANK OF CANADA	8,850	0.01%	$341K	-1,500 (-14.5%)
191	TRAPHAGEN INVESTMENT ADVISORS LLC	8,627	0.01%	$333K	-350 (-3.9%)
192	LANARK FINANCIAL, INC.	8,570	0.01%	$331K	-34 (-0.4%)
193	Waverly Advisors, LLC	8,500	0.01%	$328K	NEW
194	IEQ CAPITAL, LLC	8,392	0.01%	$324K	+1,597 (+23.5%)
195	WOLFF WIESE MAGANA LLC	8,236	0.01%	$318K	—
196	Stirlingshire Investments, Inc.	8,003	0.01%	$309K	-265 (-3.2%)
197	Reliant Wealth Planning	7,831	0.01%	$302K	+1,439 (+22.5%)
198	Retirement Planning Group, LLC	7,667	0.01%	$296K	-136 (-1.7%)
199	MGO ONE SEVEN LLC	7,583	0.01%	$293K	-1,662 (-18.0%)
200	SILVERCREST ASSET MANAGEMENT GROUP LLC	7,520	0.01%	$290K	—
201	Advyzon Investment Management, LLC	7,506	0.01%	$290K	+2,148 (+40.1%)
202	CWA Asset Management Group, LLC	7,478	0.01%	$289K	—
203	M Wealth Management, LLC	7,373	0.01%	$285K	—
204	Morling Financial Advisors, LLC	7,050	0.01%	$272K	NEW
205	Shelter Rock Management, LLC	7,016	0.01%	$271K	+1,562 (+28.6%)
206	BARTLETT & CO. WEALTH MANAGEMENT LLC	7,000	0.01%	$270K	—
207	REGIONS FINANCIAL CORP	7,000	0.01%	$270K	NEW
208	LaSalle St. Investment Advisors, LLC	6,977	0.01%	$269K	+1,200 (+20.8%)
209	Main Street Group, LTD	6,759	0.01%	$261K	-291 (-4.1%)
210	Gateway Wealth Partners, LLC	6,731	0.01%	$260K	-6,151 (-47.7%)
211	FIDUCIARY FINANCIAL GROUP, LLC	6,700	0.01%	$259K	+1,600 (+31.4%)
212	MERCER GLOBAL ADVISORS INC /ADV	6,580	0.01%	$254K	+1,437 (+27.9%)
213	Private Advisor Group, LLC	6,421	0.01%	$248K	+475 (+8.0%)
214	Lake Hills Wealth Management, LLC	6,329	0.01%	$244K	NEW
215	Geneos Wealth Management Inc.	6,221	0.01%	$240K	—
216	L & S Advisors Inc	6,085	0.01%	$235K	—
217	RS CRUM INC.	5,860	0.01%	$226K	—
218	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5,853	0.01%	$226K	+4,233 (+261.3%)
219	Diversified Enterprises, LLC	5,597	0.01%	$216K	—
220	PARSONS CAPITAL MANAGEMENT INC/RI	5,500	0.01%	$212K	—
221	Sovran Advisors, LLC	5,247	0.01%	$203K	-9,955 (-65.5%)
222	GROUP ONE TRADING LLC	4,588	0.01%	$177K	-2,103 (-31.4%)
223	HM PAYSON & CO	4,550	0.01%	$176K	—
224	GILL CAPITAL PARTNERS, LLC	3,930	0.01%	$152K	—
225	HARBOUR INVESTMENTS, INC.	3,718	0.01%	$143K	—
226	WHITTIER TRUST CO OF NEVADA INC	3,575	0.01%	$141K	—
227	Owl Creek Wealth Partners LLC	3,226	0.00%	$124K	+1,225 (+61.2%)
228	ASSETMARK, INC	3,070	0.00%	$118K	+348 (+12.8%)
229	Regatta Research & Money Management	2,757	0.00%	$106K	NEW
230	Ares Financial Consulting, LLC	2,701	0.00%	$104K	+93 (+3.6%)
231	BESSEMER GROUP INC	2,298	0.00%	$89K	+1,228 (+114.8%)
232	PRIVATE TRUST CO NA	2,260	0.00%	$87K	-95 (-4.0%)
233	North Star Investment Management Corp.	2,000	0.00%	$77K	—
234	CoreCap Advisors, LLC	1,873	0.00%	$72K	—
235	Archer Investment Corp	1,862	0.00%	$72K	+931 (+100.0%)
236	Glassman Wealth Services	1,800	0.00%	$69K	NEW
237	Cape Investment Advisory, Inc.	1,749	0.00%	$67K	NEW
238	Financial Network Wealth Advisors LLC	1,702	0.00%	$66K	—
239	Salomon & Ludwin, LLC	1,489	0.00%	$58K	—
240	Wealth Enhancement Trust Services, Inc.	1,116	0.00%	$43K	-18 (-1.6%)
241	JONES FINANCIAL COMPANIES LLLP	997	0.00%	$39K	-1,168 (-53.9%)
242	FMR LLC	914	0.00%	$35K	-115 (-11.2%)
243	Plante Moran Financial Advisors, LLC	911	0.00%	$35K	—
244	MCGUIRE CAPITAL ADVISORS INC	900	0.00%	$35K	—
245	Atomic Invest LLC	870	0.00%	$34K	-21 (-2.4%)
246	LFA - Lugano Financial Advisors SA	857	0.00%	$33K	NEW
247	JFS WEALTH ADVISORS, LLC	816	0.00%	$31K	NEW
248	WELLS FARGO & COMPANY/MN	784	0.00%	$30K	-936 (-54.4%)
249	IFP Advisors, Inc	752	0.00%	$29K	+30 (+4.2%)
250	ATWOOD & PALMER INC	749	0.00%	$29K	—

Exited since 2026-03-31 (44 filers; largest 25 shown)

Virtu Financial LLC	−259,375
Quadrature Capital Ltd	−99,805
Independent Advisor Alliance	−89,476
EVOKE WEALTH, LLC	−69,122
My Portfolio Guide, LLC	−59,075
Thrivent Financial for Lutherans	−56,437
Crescent Grove Advisors, LLC	−35,750
CITADEL ADVISORS LLC	−26,164
Ascentis Independent Advisors	−25,807
Robertson Stephens Wealth Management, LLC	−25,525
Dynamic Technology Lab Private Ltd	−18,806
CWM, LLC	−17,121
M Holdings Securities, Inc.	−13,402
Focus Partners Advisor Solutions, LLC	−11,344
Daytona Street Capital LLC	−10,000
Laidlaw Wealth Management LLC	−9,047
WealthPlan Investment Management, LLC	−8,458
FLOW TRADERS U.S. LLC	−6,642
U.S. Capital Wealth Advisors, LLC	−6,100
PCG Wealth Advisors, LLC	−5,546
XML Financial, LLC	−5,100
STEPHENS INC /AR/	−5,060
Sowell Financial Services LLC	−4,925
TTP Investments, Inc.	−4,899
Ethos Financial Group, LLC	−4,774

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.