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.

World Gold Trust

CIK 0001618181GLDM· quarter ending 2026-06-30

Shares outstanding

344,150,000

as of 2026-08-03 · 10-Q cover page, filed 2026-08-04

Held by 13F filers

178,930,365

52.0% of shares outstanding

Holders

918

+8 vs 2026-03-31 · 108 new, 100 exited

Value

$14.2B

shares +10.2% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-04, as of 2026-08-03)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	GLDM® · NYSE	344,150,000	178,930,365	52.0%	918	98149E303

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
	98149E303	SPDR GLD MINIS	918	178,930,365	344,150,000	52.0%	$14.2B	—	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 918 · 98149E303)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	Sumitomo Mitsui Trust Group, Inc.	20,057,308	5.83%	$1.6B	+1,462,902 (+7.9%)
2	WELLS FARGO & COMPANY/MN	10,614,311	3.08%	$843.0M	+1,108,757 (+11.7%)
3	MORGAN STANLEY	8,429,598	2.45%	$669.5M	-377,410 (-4.3%)
4	SBI Okasan Asset Management Co.Ltd.	7,865,470	2.29%	$624.9M	+6,016,060 (+325.3%)
5	MAI Capital Management	7,497,358	2.18%	$595.4M	+7,478,109 (+38849.3%)
6	BANK OF AMERICA CORP /DE/	7,179,195	2.09%	$570.2M	+507,383 (+7.6%)
7	Empower Advisory Group, LLC	6,581,765	1.91%	$522.7M	+630,753 (+10.6%)
8	STATE STREET CORP	3,992,972	1.16%	$317.1M	+499,040 (+14.3%)
9	Resona Asset Management Co.,Ltd.	3,708,700	1.08%	$294.7M	+472,400 (+14.6%)
10	LPL Financial LLC	3,371,974	0.98%	$267.8M	+349,567 (+11.6%)
11	Arizona PSPRS Trust	3,356,524	0.98%	$266.6M	NEW
12	Cassaday & Co Wealth Management LLC	3,334,702	0.97%	$264.8M	+6,342 (+0.2%)
13	UBS Group AG	3,215,193	0.93%	$255.4M	+143,119 (+4.7%)
14	AMERIPRISE FINANCIAL INC	2,752,229	0.80%	$219.9M	+38,642 (+1.4%)
15	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	2,531,014	0.74%	$201.0M	+177,505 (+7.5%)
16	Sumitomo Mitsui DS Asset Management Company, Ltd	2,108,788	0.61%	$167.5M	+505,278 (+31.5%)
17	Cerity Partners LLC	2,003,763	0.58%	$159.1M	+736,302 (+58.1%)
18	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	1,985,600	0.58%	$157.7M	+469,000 (+30.9%)
19	STIFEL FINANCIAL CORP	1,866,900	0.54%	$148.3M	+439,820 (+30.8%)
20	HighTower Advisors, LLC	1,770,810	0.51%	$140.6M	+183,878 (+11.6%)
21	PRUDENTIAL FINANCIAL INC	1,751,574	0.51%	$139.1M	+71,620 (+4.3%)
22	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	1,629,472	0.47%	$129.4M	-175,594 (-9.7%)
23	WealthNavi Inc.	1,614,358	0.47%	$128.2M	+1,516,579 (+1551.0%)
24	OSAIC HOLDINGS, INC.	1,601,335	0.47%	$127.2M	+10,814 (+0.7%)
25	Gradient Investments LLC	1,517,719	0.44%	$120.5M	-110,542 (-6.8%)
26	Evergreen Quality Fund GP, Ltd.	1,487,700	0.43%	$118.2M	-1,099,515 (-42.5%)
27	Asset Management One Co., Ltd.	1,444,626	0.42%	$114.7M	-41,969 (-2.8%)
28	REGENTS OF THE UNIVERSITY OF CALIFORNIA	1,438,678	0.42%	$114.3M	—
29	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,288,752	0.37%	$102.4M	+6,498 (+0.5%)
30	Hollow Brook Wealth Management LLC	1,250,259	0.36%	$99.3M	+29,774 (+2.4%)
31	ROYAL BANK OF CANADA	1,211,099	0.35%	$96.2M	-186,531 (-13.3%)
32	ENVESTNET ASSET MANAGEMENT INC	1,153,183	0.34%	$91.6M	+6,098 (+0.5%)
33	BENJAMIN EDWARDS INC	1,126,266	0.33%	$89.4M	+337,469 (+42.8%)
34	US BANCORP \DE\	1,124,252	0.33%	$89.3M	+60,083 (+5.6%)
35	JPMORGAN CHASE & CO	1,120,644	0.33%	$89.0M	-10,314 (-0.9%)
36	RAYMOND JAMES FINANCIAL INC	1,057,616	0.31%	$84.0M	+97,442 (+10.1%)
37	COHEN & STEERS, INC.	985,318	0.29%	$78.3M	-132,200 (-11.8%)
38	Tidal Investments LLC	978,859	0.28%	$77.7M	+13,146 (+1.4%)
39	Equitable Holdings, Inc.	957,120	0.28%	$76.0M	+91,869 (+10.6%)
40	Rockefeller Capital Management L.P.	902,899	0.26%	$71.7M	+162,628 (+22.0%)
41	GREAT VALLEY ADVISOR GROUP, INC.	866,299	0.25%	$68.8M	+48,983 (+6.0%)
42	NISSAY ASSET MANAGEMENT CORP /JAPAN	826,482	0.24%	$65.6M	-12,787 (-1.5%)
43	Bluespring Wealth Management, LLC	812,554	0.24%	$64.5M	+417,692 (+105.8%)
44	Argos Wealth Advisors, LLC	777,903	0.23%	$61.8M	-1,874 (-0.2%)
45	Farther Finance Advisors, LLC	722,956	0.21%	$57.4M	+82,376 (+12.9%)
46	VAN ECK ASSOCIATES CORP	671,036	0.19%	$53.3M	—
47	3EDGE Asset Management, LP	668,550	0.19%	$53.1M	+9,929 (+1.5%)
48	NEPC LLC	664,100	0.19%	$52.7M	+147,662 (+28.6%)
49	GOLDMAN SACHS GROUP INC	663,735	0.19%	$52.7M	+186,496 (+39.1%)
50	Cresset Asset Management, LLC	653,400	0.19%	$51.9M	-1,724 (-0.3%)
51	Fullerton Fund Management Co Ltd.	639,081	0.19%	$50.8M	+310,375 (+94.4%)
52	Diversify Advisory Services, LLC	634,699	0.18%	$51.3M	NEW
53	DIVERSIFY WEALTH MANAGEMENT, LLC	634,699	0.18%	$51.3M	-85,696 (-11.9%)
54	Parcion Private Wealth LLC	628,609	0.18%	$49.9M	+3,006 (+0.5%)
55	CITADEL ADVISORS LLC	614,789	0.18%	$48.8M	+468,484 (+320.2%)
56	Cambridge Investment Research Advisors, Inc.	608,351	0.18%	$48.3M	+240,271 (+65.3%)
57	Verde Servicos Internacionais S.A.	595,207	0.17%	$47.3M	—
58	Strategic Financial Services, Inc.	561,408	0.16%	$44.6M	-22,348 (-3.8%)
59	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	533,694	0.16%	$42.4M	+110,334 (+26.1%)
60	Greenline Partners, LLC	523,445	0.15%	$41.6M	-5,833 (-1.1%)
61	CONFLUENCE INVESTMENT MANAGEMENT LLC	522,617	0.15%	$41.5M	+189,643 (+57.0%)
62	SBI Securities Co., Ltd.	519,886	0.15%	$41.3M	-61,619 (-10.6%)
63	Cetera Investment Advisers	517,560	0.15%	$41.1M	+28,647 (+5.9%)
64	MBL Wealth, LLC	516,616	0.15%	$41.0M	+5,741 (+1.1%)
65	American Investment Services, Inc.	491,625	0.14%	$39.0M	+22,271 (+4.7%)
66	Corient Private Wealth LP	474,192	0.14%	$37.7M	-7,300 (-1.5%)
67	Bangor Savings Bank	468,405	0.14%	$37.2M	+397 (+0.1%)
68	Wealthfront Advisers LLC	458,933	0.13%	$36.4M	+411 (+0.1%)
69	Creative Planning	456,002	0.13%	$36.2M	-90,467 (-16.6%)
70	COMMONWEALTH EQUITY SERVICES, LLC	451,418	0.13%	$35.9M	-7,889 (-1.7%)
71	FULTON BREAKEFIELD BROENNIMAN LLC	451,102	0.13%	$35.8M	+110,159 (+32.3%)
72	Evercore Wealth Management, LLC	438,275	0.13%	$34.8M	+43,406 (+11.0%)
73	SENTINEL PENSION ADVISORS, LLC	421,382	0.12%	$33.5M	+19,580 (+4.9%)
74	Mission Creek Capital Partners, Inc.	382,931	0.11%	$30.4M	-1,044 (-0.3%)
75	TLT Family Holdco ULC	377,800	0.11%	$30.0M	NEW
76	OVERSEA-CHINESE BANKING Corp Ltd	373,169	0.11%	$29.6M	-303,464 (-44.8%)
77	Mariner, LLC	355,809	0.10%	$28.3M	+8,218 (+2.4%)
78	JANE STREET GROUP, LLC	315,903	0.09%	$25.1M	NEW
79	ASSETMARK, INC	293,305	0.09%	$23.3M	-76,033 (-20.6%)
80	Baird Financial Group, Inc.	289,546	0.08%	$23.0M	-4,306 (-1.5%)
81	&PARTNERS	280,855	0.08%	$22.3M	+62,345 (+28.5%)
82	AE Wealth Management LLC	277,490	0.08%	$22.0M	+28,100 (+11.3%)
83	CONTINUUM WEALTH ADVISORS, LLC	275,191	0.08%	$21.9M	+20,538 (+8.1%)
84	Evernest Financial Advisors, LLC	274,270	0.08%	$21.8M	-5,454 (-1.9%)
85	China Universal Asset Management Co., Ltd.	272,700	0.08%	$21.7M	-77,000 (-22.0%)
86	Mirae Asset Global Investments Co., Ltd.	269,700	0.08%	$21.4M	-63,000 (-18.9%)
87	RENAISSANCE TECHNOLOGIES LLC	264,100	0.08%	$21.0M	+112,900 (+74.7%)
88	Kestra Advisory Services, LLC	258,878	0.08%	$20.6M	+91,292 (+54.5%)
89	NavPoint Financial, Inc.	256,791	0.07%	$20.4M	-388 (-0.2%)
90	Virtu Financial LLC	247,787	0.07%	$19.7M	NEW
91	Composition Wealth, LLC	246,517	0.07%	$19.6M	-4,478 (-1.8%)
92	INVESTMENT MANAGEMENT ASSOCIATES INC /ADV	245,796	0.07%	$19.5M	NEW
93	Alvarez & Marsal Private Wealth Partners, LLC	240,000	0.07%	$19.1M	—
94	BRANDYWINE OAK PRIVATE WEALTH LLC	238,457	0.07%	$18.9M	+16,744 (+7.6%)
95	Timber Creek Capital Management LLC	234,486	0.07%	$18.6M	+727 (+0.3%)
96	Bank of New York Mellon Corp	227,684	0.07%	$18.1M	-521,729 (-69.6%)
97	LTS Liquid Investments LLC	227,562	0.07%	$18.1M	NEW
98	MML INVESTORS SERVICES, LLC	226,426	0.07%	$18.0M	+29,273 (+14.8%)
99	Austin Wealth Management, LLC	218,666	0.06%	$17.4M	+15,189 (+7.5%)
100	GOULD ASSET MANAGEMENT LLC /CA/	217,970	0.06%	$17.3M	+127,580 (+141.1%)
101	DEUTSCHE BANK AG\	214,950	0.06%	$17.1M	-2,850 (-1.3%)
102	CoreCap Advisors, LLC	214,694	0.06%	$17.1M	+466 (+0.2%)
103	Summitas Investment Management LLC	209,626	0.06%	$16.6M	-10,028 (-4.6%)
104	Quent Capital, LLC	200,666	0.06%	$15.9M	+23,581 (+13.3%)
105	a16z Perennial Management, L.P.	198,110	0.06%	$15.7M	NEW
106	Penserra Capital Management LLC	195,096	0.06%	$15.5M	+20,680 (+11.9%)
107	SAGE PRIVATE WEALTH GROUP, LLC	179,875	0.05%	$14.3M	+14,258 (+8.6%)
108	HARBOR INVESTMENT ADVISORY, LLC	178,090	0.05%	$14.1M	+7,623 (+4.5%)
109	PEAK FINANCIAL ADVISORS LLC	173,948	0.05%	$13.8M	+8,521 (+5.2%)
110	IHT Wealth Management, LLC	172,472	0.05%	$13.7M	-2,917 (-1.7%)
111	Alliance Wealth Advisors, LLC /UT	166,580	0.05%	$13.2M	NEW
112	Quantum Financial Advisors, LLC	166,254	0.05%	$13.2M	-7,091 (-4.1%)
113	Wealthcare Advisory Partners LLC	164,826	0.05%	$13.1M	+1,169 (+0.7%)
114	Avid Wealth Partners LLC	164,747	0.05%	$13.1M	+10,423 (+6.8%)
115	Warren Street Wealth Advisors, LLC	162,858	0.05%	$12.9M	+6,685 (+4.3%)
116	January Capital Advisors LLC	159,214	0.05%	$12.6M	+118,217 (+288.4%)
117	Apriem Advisors	159,205	0.05%	$12.6M	+106,476 (+201.9%)
118	Buck Wealth Strategies, LLC	159,140	0.05%	$12.6M	+3,127 (+2.0%)
119	NOTTINGHAM ADVISORS, INC.	156,625	0.05%	$13.3M	-7,760 (-4.7%)
120	R. W. Roge & Company, Inc.	147,721	0.04%	$11.7M	+3,967 (+2.8%)
121	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	147,721	0.04%	$12.0M	+17,367 (+13.3%)
122	Magnolia Private Wealth, LLC	147,199	0.04%	$3.0M	+842 (+0.6%)
123	New Perspectives, Inc	144,811	0.04%	$11.5M	-14,699 (-9.2%)
124	MONEY CONCEPTS CAPITAL CORP	143,547	0.04%	$11.4M	NEW
125	Accretive Wealth Partners, LLC	140,951	0.04%	$11.2M	+11,120 (+8.6%)
126	AQR CAPITAL MANAGEMENT LLC	139,218	0.04%	$11.1M	+5,170 (+3.9%)
127	Plum Street Advisors, LLC	138,085	0.04%	$11.0M	NEW
128	McAlvany Wealth Management LLC	137,885	0.04%	$11.0M	-21,199 (-13.3%)
129	Walkner Condon Financial Advisors LLC	137,537	0.04%	$10.9M	+16,287 (+13.4%)
130	AA Financial Advisors, LLC	136,361	0.04%	$10.8M	+53,331 (+64.2%)
131	Pitcairn Wealth Advisors LLC	135,573	0.04%	$10.8M	+49,831 (+58.1%)
132	RETIREMENT INCOME SOLUTIONS, INC	129,822	0.04%	$12.0M	—
133	KPP Advisory Services LLC	126,522	0.04%	$10.0M	+11,489 (+10.0%)
134	Arax Advisory Partners	123,608	0.04%	$9.8M	+44,346 (+55.9%)
135	FIFTH THIRD BANCORP	123,404	0.04%	$9.8M	+13,830 (+12.6%)
136	Stratos Wealth Advisors, LLC	122,220	0.04%	$9.7M	+8,177 (+7.2%)
137	Allen Capital Group, LLC	121,388	0.04%	$9.6M	+118,993 (+4968.4%)
138	Wealth Advisory Solutions, LLC	119,715	0.03%	$9.5M	-268 (-0.2%)
139	INSPIRION WEALTH ADVISORS, LLC	119,119	0.03%	$9.5M	+754 (+0.6%)
140	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	117,731	0.03%	$9.4M	+12,750 (+12.1%)
141	AAF Wealth Management, LLC	117,528	0.03%	$9.3M	NEW
142	RM Financial Services, LLC	115,788	0.03%	$9.2M	+507 (+0.4%)
143	Napier Financial, LLC	114,725	0.03%	$9.1M	-322 (-0.3%)
144	Kraft, Davis & Associates, LLC	114,636	0.03%	$9.2M	+1,250 (+1.1%)
145	TRUIST FINANCIAL CORP	113,781	0.03%	$9.0M	+9,391 (+9.0%)
146	SEI INVESTMENTS CO	113,486	0.03%	$9.0M	-85,561 (-43.0%)
147	SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO	113,357	0.03%	$9.0M	NEW
148	Hudson Capital Management LLC	106,828	0.03%	$8.5M	-1,895 (-1.7%)
149	MCMORGAN & CO LLC	105,909	0.03%	$8.4M	-15,309 (-12.6%)
150	JONES FINANCIAL COMPANIES LLLP	105,157	0.03%	$8.5M	+14,328 (+15.8%)
151	Tidemark, LLC	104,713	0.03%	$8.3M	-11,175 (-9.6%)
152	Main Street Financial Solutions, LLC	104,211	0.03%	$8.3M	+4,217 (+4.2%)
153	Daiwa Securities Group Inc.	104,177	0.03%	$8.3M	+10,423 (+11.1%)
154	FRANKLIN RESOURCES INC	103,094	0.03%	$8.2M	+11,981 (+13.1%)
155	Secure Asset Management, LLC	102,922	0.03%	$8.2M	NEW
156	MANAGED ASSET PORTFOLIOS, LLC	101,567	0.03%	$8.1M	+1,236 (+1.2%)
157	Purus Wealth Management, LLC	101,226	0.03%	$8.0M	-2,893 (-2.8%)
158	Zhang Financial LLC	100,369	0.03%	$8.0M	+2,575 (+2.6%)
159	Pinnacle Financial Partners, Inc.	100,221	0.03%	$8.0M	+1,082 (+1.1%)
160	STANSBERRY ASSET MANAGEMENT, LLC	98,737	0.03%	$7.8M	+4,955 (+5.3%)
161	CHATHAM CAPITAL GROUP, INC.	98,062	0.03%	$7.8M	+760 (+0.8%)
162	CABOT WEALTH MANAGEMENT INC	96,935	0.03%	$7.7M	+6,935 (+7.7%)
163	PARK AVENUE SECURITIES LLC	96,631	0.03%	$7.7M	NEW
164	FIDUCIENT ADVISORS LLC	96,619	0.03%	$7.7M	—
165	PFG Advisors	96,161	0.03%	$7.6M	-6,161 (-6.0%)
166	ELEMENT POINTE ADVISORS, LLC	95,869	0.03%	$7.6M	+2,070 (+2.2%)
167	AMJ Financial Wealth Management	95,394	0.03%	$8.8M	—
168	Janney Montgomery Scott LLC	95,178	0.03%	$7.6M	NEW
169	Versant Capital Management, Inc	94,750	0.03%	$7.5M	-2,542 (-2.6%)
170	BAKER TILLY WEALTH MANAGEMENT, LLC	94,227	0.03%	$7.5M	-5,839 (-5.8%)
171	Integrated Advisors Network LLC	93,457	0.03%	$7.4M	+3,319 (+3.7%)
172	ENTREWEALTH, LLC	92,074	0.03%	$7.7M	+18,418 (+25.0%)
173	Wilkerson Advisory Group LLC	91,948	0.03%	$7.3M	-876 (-0.9%)
174	Avior Wealth Management, LLC	91,749	0.03%	$7.3M	+541 (+0.6%)
175	BRIGHT FINANCIAL ADVISORS, INC.	91,401	0.03%	$7.3M	+5,875 (+6.9%)
176	Advisory Services Network, LLC	89,723	0.03%	$7.1M	+468 (+0.5%)
177	Cardinal Strategic Wealth Guidance	89,116	0.03%	$7.1M	-45,107 (-33.6%)
178	Archford Capital Strategies, LLC	89,093	0.03%	$7.1M	+5,711 (+6.8%)
179	Copley Financial Group, Inc.	88,903	0.03%	$7.1M	-76,000 (-46.1%)
180	Glenview Trust Co	88,233	0.03%	$7.0M	-42 (-0.0%)
181	Foundations Investment Advisors, LLC	88,030	0.03%	$7.0M	+17,283 (+24.4%)
182	Integrity Wealth Solutions LLC	87,645	0.03%	$7.0M	+462 (+0.5%)
183	LODESTAR PRIVATE ASSET MANAGEMENT LLC	87,109	0.03%	$6.9M	-713 (-0.8%)
184	Aptus Capital Advisors, LLC	85,953	0.02%	$6.8M	+115 (+0.1%)
185	CreativeOne Wealth, LLC	85,682	0.02%	$6.8M	-24,215 (-22.0%)
186	Brookstone Capital Management	85,518	0.02%	$6.8M	-5,963 (-6.5%)
187	Avos Capital Management, LLC	81,444	0.02%	$6.5M	+2,030 (+2.6%)
188	Seven Post Investment Office LP	79,348	0.02%	$6.3M	+8,847 (+12.5%)
189	COURIER CAPITAL LLC	78,531	0.02%	$6.2M	+7,591 (+10.7%)
190	Team Financial Group, LLC	78,500	0.02%	$6.2M	+3,707 (+5.0%)
191	Financial Guidance Group, Inc.	78,428	0.02%	$6.2M	-1,630 (-2.0%)
192	DeDora Capital, Inc.	77,348	0.02%	$6.1M	+8,787 (+12.8%)
193	Compass Wealth Management, LLC/GA	77,151	0.02%	$6.1M	+4,914 (+6.8%)
194	Aureum Wealth Management, LLC	75,875	0.02%	$6.0M	+5,011 (+7.1%)
195	Financial Planning Navigators CORP	75,868	0.02%	$6.0M	NEW
196	KESTRA PRIVATE WEALTH SERVICES, LLC	75,445	0.02%	$6.0M	+5,872 (+8.4%)
197	AMG National Trust Bank	75,313	0.02%	$6.0M	+11,228 (+17.5%)
198	PENOBSCOT WEALTH MANAGEMENT	75,295	0.02%	$6.0M	+12,570 (+20.0%)
199	Vestmark Advisory Solutions, Inc.	74,190	0.02%	$5.9M	+15,355 (+26.1%)
200	Lido Advisors, LLC	74,058	0.02%	$5.9M	-3,767 (-4.8%)
201	Wealthspire Advisors, LLC	73,273	0.02%	$5.8M	+12,701 (+21.0%)
202	STAPP WEALTH MANAGEMENT, PLLC	73,084	0.02%	$5.8M	+645 (+0.9%)
203	TUDOR INVESTMENT CORP ET AL	71,374	0.02%	$5.7M	-25,222 (-26.1%)
204	Lynx Investment Advisory	71,293	0.02%	$5.7M	-935 (-1.3%)
205	Chatterton & Associates Inc.	70,991	0.02%	$5.8M	+12,840 (+22.1%)
206	Encompass More Asset Management	69,393	0.02%	$5.5M	-140,635 (-67.0%)
207	Forvis Mazars Wealth Advisors, LLC	68,674	0.02%	$5.5M	+238 (+0.3%)
208	TD Waterhouse Canada Inc.	68,171	0.02%	$5.4M	-6,416 (-8.6%)
209	Compass Ion Advisors, LLC	67,152	0.02%	$5.3M	+1,119 (+1.7%)
210	MONECO ADVISORS, LLC	66,585	0.02%	$5.3M	+4,847 (+7.9%)
211	Essex Financial Services, Inc.	65,431	0.02%	$5.2M	-1,408 (-2.1%)
212	Global Retirement Partners, LLC	65,278	0.02%	$5.2M	NEW
213	Cedar Point Capital Partners, LLC	65,255	0.02%	$5.2M	+4,159 (+6.8%)
214	Royal Harbor Partners, LLC	64,341	0.02%	$5.1M	+210 (+0.3%)
215	Relyea Zuckerberg Hanson LLC	63,878	0.02%	$5.1M	+478 (+0.8%)
216	Richard P Slaughter Associates Inc	62,554	0.02%	$5.0M	+5,455 (+9.6%)
217	Upper Left Wealth Management, LLC	62,175	0.02%	$4.9M	-1,025 (-1.6%)
218	LEVEL FOUR ADVISORY SERVICES, LLC	62,028	0.02%	$4.9M	NEW
219	Roan Capital Partners	61,544	0.02%	$4.9M	-19,286 (-23.9%)
220	Churchill Financial Advisors, LLC	58,843	0.02%	$4.7M	+5,543 (+10.4%)
221	KRAEMATON INVESTMENT ADVISORS, INC	58,786	0.02%	$4.7M	-555 (-0.9%)
222	KWB Wealth	58,748	0.02%	$4.7M	-66,411 (-53.1%)
223	Sankala Group LLC	58,346	0.02%	$5.0M	+6,335 (+12.2%)
224	BANK OF MONTREAL /CAN/	58,071	0.02%	$4.6M	-1,920 (-3.2%)
225	GC Wealth Management RIA, LLC	57,375	0.02%	$4.6M	NEW
226	Empowered Funds, LLC	57,160	0.02%	$4.5M	+13,423 (+30.7%)
227	Prime Capital Investment Advisors, LLC	56,929	0.02%	$4.5M	+3,800 (+7.2%)
228	Welch Group, LLC	56,867	0.02%	$4.5M	+7,346 (+14.8%)
229	Claro Advisors Inc.	56,739	0.02%	$4.5M	+3 (+0.0%)
230	OakTrust Wealth Advisors, LLC	56,356	0.02%	$4.5M	+494 (+0.9%)
231	Catalyst Capital Advisors LLC	56,300	0.02%	$4.5M	—
232	Heritage Wealth Advisors	56,161	0.02%	$4.5M	+25,929 (+85.8%)
233	FLAGSHIP HARBOR ADVISORS, LLC	56,160	0.02%	$4.5M	-7,395 (-11.6%)
234	PALLADIEM, LLC	55,829	0.02%	$4.4M	NEW
235	Marex Group Ltd	55,138	0.02%	$4.4M	+10,142 (+22.5%)
236	CI INVESTMENTS INC.	55,034	0.02%	$4.4M	—
237	BROWN BROTHERS HARRIMAN & CO	53,900	0.02%	$4.3M	+586 (+1.1%)
238	Forbes Financial Planning, Inc.	53,510	0.02%	$4.2M	-236 (-0.4%)
239	Patten Group, Inc.	53,393	0.02%	$4.2M	-166 (-0.3%)
240	Modern Wealth Management, LLC	53,067	0.02%	$4.2M	-59,265 (-52.8%)
241	Joseph Group Capital Management	52,735	0.02%	$4.2M	+2,738 (+5.5%)
242	JNBA Financial Advisors	52,392	0.02%	$4.2M	-5,269 (-9.1%)
243	NOMURA ASSET MANAGEMENT CO LTD	51,900	0.02%	$4.1M	+3,400 (+7.0%)
244	Detalus Advisors, LLC	51,663	0.02%	$4.1M	+1,197 (+2.4%)
245	Henderson Brothers Financial Partners, LLC	51,599	0.01%	$4.1M	-74,841 (-59.2%)
246	Larson Financial Group LLC	51,460	0.01%	$4.1M	+17,945 (+53.5%)
247	CFS Investment Advisory Services, LLC	51,434	0.01%	$4.2M	-5,086 (-9.0%)
248	DV Trading LLC	51,431	0.01%	$4.1M	+21,208 (+70.2%)
249	Stonebridge Financial Group, LLC	51,407	0.01%	$4.1M	+2,651 (+5.4%)
250	Valmark Advisers, Inc.	50,954	0.01%	$4.0M	+5,506 (+12.1%)

Exited since 2026-03-31 (100 filers; largest 25 shown)

EVOKE WEALTH, LLC	−7,472,647
CWM, LLC	−922,738
Private Advisor Group, LLC	−682,057
Quadrature Capital Ltd	−671,197
Main Street Research LLC	−469,451
Capital Planning Advisors, LLC	−442,711
Stratos Wealth Partners, LTD.	−225,615
My Portfolio Guide, LLC	−203,402
JOURNEY STRATEGIC WEALTH LLC	−187,866
E Fund Management Co., Ltd.	−144,525
IMC-Chicago, LLC	−84,600
Beaumont Financial Advisors, LLC	−77,062
Ameritas Advisory Services, LLC	−71,086
Independent Advisor Alliance	−70,908
SSI INVESTMENT MANAGEMENT LLC	−50,910
HORIZON FINANCIAL SERVICES, LLC	−34,537
Leo Wealth, LLC	−31,816
BUSH INVESTMENT GROUP, LLC	−29,239
Allworth Financial LP	−27,066
Atria Investments, Inc	−23,625
SeaCrest Wealth Management, LLC	−23,168
Kera Capital Partners, Inc.	−19,768
Robinson Value Management, Ltd.	−19,716
Richard Bernstein Advisors LLC	−18,955
FRG Family Wealth Advisors LLC	−17,530

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.