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 2026-08-04)
| Class | Listed | Shares outstanding | Held by 13F filers | % of class | Holders | CUSIP |
|---|---|---|---|---|---|---|
| Common stock | IIPR · NYSE | 27,571,349 | 20,885,569 | 75.8% | 330 | 45781V101 |
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 (250 of 330 · 45781V101)
change vs 2026-03-31| # | Filer | Shares | % of class | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,997,521 | 18.13% | $309.7M | +215,932 (+4.5%) |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,818,950 | 10.22% | $174.7M | +89,961 (+3.3%) |
| 3 | STATE STREET CORP | 1,628,896 | 5.91% | $104.0M | +42,222 (+2.7%) |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1,292,586 | 4.69% | $80.1M | +50,424 (+4.1%) |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 648,596 | 2.35% | $40.2M | +74,963 (+13.1%) |
| 6 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 564,305 | 2.05% | $35.0M | +24,705 (+4.6%) |
| 7 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 524,194 | 1.90% | $32.5M | +8,083 (+1.6%) |
| 8 | Invesco Ltd. | 497,461 | 1.80% | $30.8M | +1,384 (+0.3%) |
| 9 | NORTHERN TRUST CORP | 395,997 | 1.44% | $24.5M | +15,710 (+4.1%) |
| 10 | DIMENSIONAL FUND ADVISORS LP | 364,780 | 1.32% | $22.6M | -2,031 (-0.6%) |
| 11 | GOLDMAN SACHS GROUP INC | 362,727 | 1.32% | $22.5M | -179,192 (-33.1%) |
| 12 | Point72 Asset Management, L.P. | 351,544 | 1.28% | $21.8M | -113,363 (-24.4%) |
| 13 | D. E. Shaw & Co., Inc. | 304,567 | 1.10% | $18.9M | -58,147 (-16.0%) |
| 14 | MORGAN STANLEY | 262,195 | 0.95% | $16.3M | +54,921 (+26.5%) |
| 15 | AlphaCore Capital LLC | 217,804 | 0.79% | $13.5M | +3,322 (+1.5%) |
| 16 | Bank of New York Mellon Corp | 206,398 | 0.75% | $12.8M | +15,084 (+7.9%) |
| 17 | PRINCIPAL FINANCIAL GROUP INC | 190,886 | 0.69% | $11.8M | +7,051 (+3.8%) |
| 18 | VANGUARD FIDUCIARY TRUST CO | 190,106 | 0.69% | $11.8M | +8,962 (+4.9%) |
| 19 | Legal & General Group Plc | 168,415 | 0.61% | $10.4M | -10,061 (-5.6%) |
| 20 | Thrivent Financial for Lutherans | 136,621 | 0.50% | $8.5M | -16,442 (-10.7%) |
| 21 | HRT FINANCIAL LP | 131,187 | 0.48% | $8.1M | NEW |
| 22 | JPMORGAN CHASE & CO | 130,513 | 0.47% | $8.3M | -2,001 (-1.5%) |
| 23 | LSV ASSET MANAGEMENT | 127,197 | 0.46% | $7.9M | +20,997 (+19.8%) |
| 24 | Public Sector Pension Investment Board | 114,677 | 0.42% | $7.1M | +14,436 (+14.4%) |
| 25 | BESSEMER GROUP INC | 111,361 | 0.40% | $6.9M | +47,703 (+74.9%) |
| 26 | FIRST TRUST ADVISORS LP | 109,634 | 0.40% | $6.8M | +9,340 (+9.3%) |
| 27 | Pacer Advisors, Inc. | 107,378 | 0.39% | $6.7M | -22,840 (-17.5%) |
| 28 | GEODE CAPITAL MANAGEMENT, LLC | 104,612 | 0.38% | $6.5M | +6,491 (+6.6%) |
| 29 | Nuveen, LLC | 91,732 | 0.33% | $5.7M | +25,854 (+39.2%) |
| 30 | VICTORY CAPITAL MANAGEMENT INC | 91,075 | 0.33% | $5.6M | +5,948 (+7.0%) |
| 31 | RHUMBLINE ADVISERS | 81,919 | 0.30% | $5.1M | -7,248 (-8.1%) |
| 32 | TrueWealth Advisors, LLC | 72,865 | 0.26% | $4.5M | -2,425 (-3.2%) |
| 33 | Edgestream Partners, L.P. | 72,705 | 0.26% | $4.5M | +42,121 (+137.7%) |
| 34 | COMPASS FINANCIAL MANAGEMENT LLC | 72,193 | 0.26% | $4.5M | NEW |
| 35 | CANADA LIFE ASSURANCE Co | 69,353 | 0.25% | $4.3M | +1,108 (+1.6%) |
| 36 | Quinn Opportunity Partners LLC | 66,500 | 0.24% | $4.1M | — |
| 37 | MML INVESTORS SERVICES, LLC | 64,195 | 0.23% | $4.0M | +25,252 (+64.8%) |
| 38 | AMERIPRISE FINANCIAL INC | 63,611 | 0.23% | $3.9M | -2,404 (-3.6%) |
| 39 | Advisors Asset Management, Inc. | 60,269 | 0.22% | $3.7M | +20,954 (+53.3%) |
| 40 | US BANCORP \DE\ | 59,222 | 0.21% | $3.7M | -93 (-0.2%) |
| 41 | AQR CAPITAL MANAGEMENT LLC | 56,987 | 0.21% | $3.5M | +426 (+0.8%) |
| 42 | VIRGINIA RETIREMENT SYSTEMS ET Al | 56,665 | 0.21% | $3.5M | -28,885 (-33.8%) |
| 43 | Swiss National Bank | 56,500 | 0.20% | $3.5M | +1,200 (+2.2%) |
| 44 | CAPITAL FUND MANAGEMENT S.A. | 56,346 | 0.20% | $3.5M | +31,212 (+124.2%) |
| 45 | HSBC HOLDINGS PLC | 55,831 | 0.20% | $3.5M | +3,899 (+7.5%) |
| 46 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 54,868 | 0.20% | $3.4M | +1,217 (+2.3%) |
| 47 | PRUDENTIAL FINANCIAL INC | 51,007 | 0.19% | $3.2M | -510 (-1.0%) |
| 48 | CSM Advisors, LLC | 50,632 | 0.18% | $3.1M | +10,338 (+25.7%) |
| 49 | NOMURA ASSET MANAGEMENT CO LTD | 46,940 | 0.17% | $2.9M | +1,980 (+4.4%) |
| 50 | CITIGROUP INC | 45,761 | 0.17% | $2.8M | +5,907 (+14.8%) |
| 51 | SEGALL BRYANT & HAMILL, LLC | 43,215 | 0.16% | $2.7M | -2,733 (-5.9%) |
| 52 | Quantinno Capital Management LP | 42,337 | 0.15% | $2.6M | +28,033 (+196.0%) |
| 53 | CITADEL ADVISORS LLC | 41,272 | 0.15% | $2.6M | +20,568 (+99.3%) |
| 54 | PICTON MAHONEY ASSET MANAGEMENT | 41,058 | 0.15% | $2.5M | +6,198 (+17.8%) |
| 55 | Tidal Investments LLC | 41,047 | 0.15% | $2.5M | -7,090 (-14.7%) |
| 56 | PRICE T ROWE ASSOCIATES INC /MD/ | 40,431 | 0.15% | $2.5M | +6,620 (+19.6%) |
| 57 | Asset Management One Co., Ltd. | 39,359 | 0.14% | $2.4M | -66 (-0.2%) |
| 58 | DEUTSCHE BANK AG\ | 39,196 | 0.14% | $2.4M | +5,908 (+17.7%) |
| 59 | JANE STREET GROUP, LLC | 38,026 | 0.14% | $2.4M | NEW |
| 60 | ALLIANCEBERNSTEIN L.P. | 36,444 | 0.13% | $1.8M | +104 (+0.3%) |
| 61 | EXCHANGE TRADED CONCEPTS, LLC | 36,214 | 0.13% | $2.2M | -683 (-1.9%) |
| 62 | FRANKLIN RESOURCES INC | 35,250 | 0.13% | $2.2M | -1,161 (-3.2%) |
| 63 | Aberdeen Group plc | 34,310 | 0.12% | $2.1M | +24,674 (+256.1%) |
| 64 | MACQUARIE GROUP LTD | 33,270 | 0.12% | $2.1M | -4,509 (-11.9%) |
| 65 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 32,668 | 0.12% | $2.0M | -8,132 (-19.9%) |
| 66 | COMMONWEALTH EQUITY SERVICES, LLC | 32,667 | 0.12% | $2.0M | +5,239 (+19.1%) |
| 67 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 32,665 | 0.12% | $2.0M | +533 (+1.7%) |
| 68 | MARTINGALE ASSET MANAGEMENT L P | 32,470 | 0.12% | $2.0M | -956 (-2.9%) |
| 69 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 32,175 | 0.12% | $2.0M | +6,253 (+24.1%) |
| 70 | Engineers Gate Manager LP | 31,774 | 0.12% | $2.0M | -17,126 (-35.0%) |
| 71 | Summit Financial, LLC | 31,210 | 0.11% | $2.0M | +5,441 (+21.1%) |
| 72 | Cambridge Investment Research Advisors, Inc. | 31,032 | 0.11% | $1.9M | +18,222 (+142.2%) |
| 73 | CWA Asset Management Group, LLC | 30,658 | 0.11% | $1.9M | NEW |
| 74 | Sumitomo Mitsui Trust Group, Inc. | 29,702 | 0.11% | $1.8M | -825 (-2.7%) |
| 75 | Universal- Beteiligungs- und Servicegesellschaft mbH | 29,017 | 0.11% | $1.8M | +651 (+2.3%) |
| 76 | NISA INVESTMENT ADVISORS, LLC | 28,935 | 0.10% | $1.8M | -794 (-2.7%) |
| 77 | LPL Financial LLC | 28,397 | 0.10% | $1.8M | +2,843 (+11.1%) |
| 78 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 27,816 | 0.10% | $1.7M | +8,385 (+43.2%) |
| 79 | VANGUARD ASSET MANAGEMENT, Ltd | 27,040 | 0.10% | $1.7M | — |
| 80 | Allianz Asset Management GmbH | 26,671 | 0.10% | $1.7M | +290 (+1.1%) |
| 81 | Vanguard Investments Australia, Ltd. | 26,631 | 0.10% | $1.7M | — |
| 82 | BNP PARIBAS FINANCIAL MARKETS | 25,230 | 0.09% | $1.6M | +12,434 (+97.2%) |
| 83 | State of Alaska, Department of Revenue | 25,176 | 0.09% | $1.6M | -3,796 (-13.1%) |
| 84 | WELLS FARGO & COMPANY/MN | 25,114 | 0.09% | $1.6M | +14,611 (+139.1%) |
| 85 | OMERS ADMINISTRATION Corp | 25,100 | 0.09% | $1.6M | +6,500 (+34.9%) |
| 86 | North Star Investment Management Corp. | 25,045 | 0.09% | $1.6M | +10,000 (+66.5%) |
| 87 | AMERICAN CENTURY COMPANIES INC | 24,827 | 0.09% | $1.5M | +2,738 (+12.4%) |
| 88 | Mitsubishi UFJ Asset Management Co., Ltd. | 24,803 | 0.09% | $1.5M | +2,580 (+11.6%) |
| 89 | MACKENZIE FINANCIAL CORP | 23,972 | 0.09% | $1.5M | -104 (-0.4%) |
| 90 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 23,348 | 0.08% | $1.4M | +1,383 (+6.3%) |
| 91 | TWO SIGMA INVESTMENTS, LP | 22,900 | 0.08% | $1.4M | +10,000 (+77.5%) |
| 92 | Russell Investments Group, Ltd. | 22,453 | 0.08% | $1.4M | +11,728 (+109.4%) |
| 93 | BANK OF AMERICA CORP /DE/ | 22,329 | 0.08% | $1.4M | -7,084 (-24.1%) |
| 94 | UHLMANN PRICE SECURITIES, LLC | 22,177 | 0.08% | $1.4M | NEW |
| 95 | Corient Private Wealth LP | 22,006 | 0.08% | $1.4M | NEW |
| 96 | Purpose Unlimited Inc. | 22,000 | 0.08% | $1.4M | NEW |
| 97 | Zurcher Kantonalbank (Zurich Cantonalbank) | 21,750 | 0.08% | $1.3M | +2,555 (+13.3%) |
| 98 | Penserra Capital Management LLC | 21,563 | 0.08% | $1.3M | -2,888 (-11.8%) |
| 99 | Cetera Investment Advisers | 21,360 | 0.08% | $1.3M | +1,059 (+5.2%) |
| 100 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 20,071 | 0.07% | $1.2M | — |
| 101 | Mitsubishi UFJ Trust & Banking Corp | 19,387 | 0.07% | $1.2M | +6,310 (+48.3%) |
| 102 | Amundi | 19,029 | 0.07% | $1.2M | +413 (+2.2%) |
| 103 | Summit Global Investments | 17,916 | 0.06% | $1.1M | +711 (+4.1%) |
| 104 | MetLife Investment Management, LLC | 17,606 | 0.06% | $1.1M | +1,275 (+7.8%) |
| 105 | SummitTX Capital, L.P. | 17,285 | 0.06% | $1.1M | NEW |
| 106 | Moran Wealth Management, LLC | 17,061 | 0.06% | $1.1M | NEW |
| 107 | GUGGENHEIM CAPITAL LLC | 16,916 | 0.06% | $1.0M | +5,102 (+43.2%) |
| 108 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,294 | 0.06% | $1.0M | -28 (-0.2%) |
| 109 | Holocene Advisors, LP | 15,232 | 0.06% | $944K | +9,662 (+173.5%) |
| 110 | Cambria Investment Management, L.P. | 15,093 | 0.05% | $935K | +2,946 (+24.3%) |
| 111 | TRUIST FINANCIAL CORP | 15,087 | 0.05% | $935K | NEW |
| 112 | Illinois Municipal Retirement Fund | 14,866 | 0.05% | $921K | +693 (+4.9%) |
| 113 | Black Swift Group, LLC | 14,825 | 0.05% | $919K | -400 (-2.6%) |
| 114 | CENTAURUS FINANCIAL, INC. | 14,373 | 0.05% | $891K | +254 (+1.8%) |
| 115 | MARSHALL WACE, LLP | 14,116 | 0.05% | $875K | NEW |
| 116 | Jupiter Topco LLC | 12,925 | 0.05% | $801K | NEW |
| 117 | Louisiana State Employees Retirement System | 12,600 | 0.05% | $781K | +200 (+1.6%) |
| 118 | Resona Asset Management Co.,Ltd. | 12,475 | 0.05% | $788K | +27 (+0.2%) |
| 119 | UBS Group AG | 12,421 | 0.05% | $770K | -5,337 (-30.1%) |
| 120 | Quarry LP | 11,600 | 0.04% | $719K | +11,549 (+22645.1%) |
| 121 | KLP KAPITALFORVALTNING AS | 11,500 | 0.04% | $731K | — |
| 122 | NEW YORK STATE COMMON RETIREMENT FUND | 11,436 | 0.04% | $709K | +1,700 (+17.5%) |
| 123 | Vanguard Global Advisers, LLC | 11,270 | 0.04% | $699K | +42 (+0.4%) |
| 124 | SEI INVESTMENTS CO | 11,023 | 0.04% | $683K | +5,151 (+87.7%) |
| 125 | Daiwa Securities Group Inc. | 10,980 | 0.04% | $681K | -119 (-1.1%) |
| 126 | Ethos Financial Group, LLC | 10,803 | 0.04% | $670K | +1,047 (+10.7%) |
| 127 | BARCLAYS PLC | 10,792 | 0.04% | $669K | +4,314 (+66.6%) |
| 128 | Sigma Planning Corp | 10,232 | 0.04% | $634K | +340 (+3.4%) |
| 129 | QRG CAPITAL MANAGEMENT, INC. | 10,229 | 0.04% | $634K | +6,053 (+144.9%) |
| 130 | Kovack Advisors, Inc. | 10,016 | 0.04% | $621K | NEW |
| 131 | SMH CAPITAL ADVISORS INC | 10,000 | 0.04% | $620K | +5,110 (+104.5%) |
| 132 | Catalyst Capital Advisors LLC | 10,000 | 0.04% | $620K | +5,110 (+104.5%) |
| 133 | RD Lewis Holdings, Inc. | 9,639 | 0.03% | $556K | +707 (+7.9%) |
| 134 | ROYAL BANK OF CANADA | 9,422 | 0.03% | $584K | +2,629 (+38.7%) |
| 135 | Villanova Investment Management Co LLC | 9,268 | 0.03% | $574K | NEW |
| 136 | Quantbot Technologies LP | 8,925 | 0.03% | $553K | -19,673 (-68.8%) |
| 137 | Police & Firemen's Retirement System of New Jersey | 8,502 | 0.03% | $527K | +754 (+9.7%) |
| 138 | Pensionfund PDN | 8,400 | 0.03% | $521K | — |
| 139 | OSAIC HOLDINGS, INC. | 8,170 | 0.03% | $508K | +1,523 (+22.9%) |
| 140 | VAN ECK ASSOCIATES CORP | 8,013 | 0.03% | $497K | +171 (+2.2%) |
| 141 | OPPENHEIMER & CO INC | 7,880 | 0.03% | $488K | +1,967 (+33.3%) |
| 142 | Vident Advisory, LLC | 7,790 | 0.03% | $483K | +27 (+0.3%) |
| 143 | ARIZONA STATE RETIREMENT SYSTEM | 7,764 | 0.03% | $481K | +70 (+0.9%) |
| 144 | FIRST CITIZENS BANK & TRUST CO | 7,746 | 0.03% | $480K | -160 (-2.0%) |
| 145 | AMALGAMATED BANK | 7,731 | 0.03% | $479K | -329 (-4.1%) |
| 146 | Envestnet Portfolio Solutions, Inc. | 7,568 | 0.03% | $469K | -12 (-0.2%) |
| 147 | Sumitomo Mitsui DS Asset Management Company, Ltd | 7,535 | 0.03% | $467K | — |
| 148 | Metis Global Partners, LLC | 7,506 | 0.03% | $465K | +163 (+2.2%) |
| 149 | Mariner, LLC | 7,178 | 0.03% | $445K | NEW |
| 150 | ROBERTS GLORE & CO INC /IL/ | 7,100 | 0.03% | $440K | +450 (+6.8%) |
| 151 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 7,032 | 0.03% | $436K | — |
| 152 | TCW GROUP INC | 6,924 | 0.03% | $429K | NEW |
| 153 | INTECH INVESTMENT MANAGEMENT LLC | 6,892 | 0.02% | $427K | +206 (+3.1%) |
| 154 | NewEdge Advisors, LLC | 6,793 | 0.02% | $421K | +424 (+6.7%) |
| 155 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 6,512 | 0.02% | $404K | +100 (+1.6%) |
| 156 | DekaBank Deutsche Girozentrale | 6,473 | 0.02% | $327K | — |
| 157 | Campbell & CO Investment Adviser LLC | 6,459 | 0.02% | $400K | -1,285 (-16.6%) |
| 158 | PRINCIPAL SECURITIES, INC. | 6,325 | 0.02% | $392K | NEW |
| 159 | PINEBRIDGE INVESTMENTS LLC | 6,294 | 0.02% | $390K | +963 (+18.1%) |
| 160 | MERCER GLOBAL ADVISORS INC /ADV | 6,285 | 0.02% | $390K | +1,534 (+32.3%) |
| 161 | Sterling Capital Management LLC | 6,202 | 0.02% | $384K | +200 (+3.3%) |
| 162 | PFG Investments, LLC | 6,063 | 0.02% | $376K | -1,237 (-16.9%) |
| 163 | Cerity Partners LLC | 6,057 | 0.02% | $375K | -1,512 (-20.0%) |
| 164 | ENVESTNET ASSET MANAGEMENT INC | 5,927 | 0.02% | $367K | NEW |
| 165 | Federation des caisses Desjardins du Quebec | 5,865 | 0.02% | $364K | +2,458 (+72.1%) |
| 166 | Vestcor Inc | 5,661 | 0.02% | $351K | -6,900 (-54.9%) |
| 167 | STRS OHIO | 5,600 | 0.02% | $347K | +800 (+16.7%) |
| 168 | Baader Bank Aktiengesellschaft | 5,500 | 0.02% | $341K | — |
| 169 | VOYA INVESTMENT MANAGEMENT LLC | 5,481 | 0.02% | $340K | +610 (+12.5%) |
| 170 | JONES FINANCIAL COMPANIES LLLP | 5,449 | 0.02% | $343K | +566 (+11.6%) |
| 171 | NEUBERGER BERMAN GROUP LLC | 5,371 | 0.02% | $333K | +410 (+8.3%) |
| 172 | Mystic Asset Management, Inc. | 5,334 | 0.02% | $331K | -585 (-9.9%) |
| 173 | Beacon Pointe Advisors, LLC | 5,303 | 0.02% | $329K | +918 (+20.9%) |
| 174 | M&G PLC | 5,147 | 0.02% | $319K | NEW |
| 175 | RAYMOND JAMES FINANCIAL INC | 4,924 | 0.02% | $305K | -588 (-10.7%) |
| 176 | NISSAY ASSET MANAGEMENT CORP /JAPAN | 4,656 | 0.02% | $289K | -31 (-0.7%) |
| 177 | IFM Investors Pty Ltd | 4,580 | 0.02% | $284K | +100 (+2.2%) |
| 178 | Moors & Cabot, Inc. | 4,550 | 0.02% | $282K | +170 (+3.9%) |
| 179 | Kestra Advisory Services, LLC | 4,548 | 0.02% | $282K | NEW |
| 180 | Grantham, Mayo, Van Otterloo & Co. LLC | 4,512 | 0.02% | $280K | NEW |
| 181 | Mutual Advisors, LLC | 4,467 | 0.02% | $277K | NEW |
| 182 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,410 | 0.02% | $273K | -8,122 (-64.8%) |
| 183 | Pensionfund Sabic | 4,404 | 0.02% | $273K | — |
| 184 | Focus Financial Network, Inc. | 4,398 | 0.02% | $273K | +404 (+10.1%) |
| 185 | COOPER/HAIMS ADVISORS, LLC | 4,379 | 0.02% | $271K | +156 (+3.7%) |
| 186 | Detalus Advisors, LLC | 4,361 | 0.02% | $270K | -124 (-2.8%) |
| 187 | YOUSIF CAPITAL MANAGEMENT, LLC | 4,313 | 0.02% | $267K | +126 (+3.0%) |
| 188 | 1620 INVESTMENT ADVISORS, INC. | 4,270 | 0.02% | $265K | -66 (-1.5%) |
| 189 | SG Americas Securities, LLC | 4,240 | 0.02% | $263K | -24,943 (-85.5%) |
| 190 | Maryland State Retirement & Pension System | 4,198 | 0.02% | $260K | +117 (+2.9%) |
| 191 | Retirement Planning Co of New England, Inc. | 4,184 | 0.02% | $259K | NEW |
| 192 | ALPS ADVISORS INC | 4,171 | 0.02% | $259K | -30 (-0.7%) |
| 193 | ProShare Advisors LLC | 4,110 | 0.01% | $255K | -216 (-5.0%) |
| 194 | Freestone Grove Partners LP | 4,067 | 0.01% | $252K | +3,419 (+527.6%) |
| 195 | Janney Montgomery Scott LLC | 4,014 | 0.01% | $249K | NEW |
| 196 | Virtue Capital Management, LLC | 4,010 | 0.01% | $249K | — |
| 197 | Atlantic Union Bankshares Corp | 4,000 | 0.01% | $248K | NEW |
| 198 | Arrow Investment Advisors, LLC | 3,915 | 0.01% | $243K | NEW |
| 199 | Allworth Financial LP | 3,867 | 0.01% | $240K | +72 (+1.9%) |
| 200 | Swiss Life Asset Management Ltd | 3,791 | 0.01% | $235K | NEW |
| 201 | STATE OF WISCONSIN INVESTMENT BOARD | 3,782 | 0.01% | $234K | NEW |
| 202 | Vinva Investment Management Ltd | 3,780 | 0.01% | $348K | NEW |
| 203 | Hilltop Holdings Inc. | 3,670 | 0.01% | $227K | NEW |
| 204 | Vanguard Personalized Indexing Management, LLC | 3,663 | 0.01% | $227K | -1,362 (-27.1%) |
| 205 | Walleye Trading LLC | 3,629 | 0.01% | $225K | NEW |
| 206 | IEQ CAPITAL, LLC | 3,604 | 0.01% | $223K | NEW |
| 207 | Prism Advisors, Inc. | 3,599 | 0.01% | $223K | -400 (-10.0%) |
| 208 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,518 | 0.01% | $227K | NEW |
| 209 | Creative Planning | 3,509 | 0.01% | $218K | -777 (-18.1%) |
| 210 | Brookwood Investment Group LLC | 3,470 | 0.01% | $215K | -2,530 (-42.2%) |
| 211 | Significant Wealth Partners LLC | 3,372 | 0.01% | $209K | NEW |
| 212 | UniSuper Management Pty Ltd | 3,300 | 0.01% | $205K | -2,300 (-41.1%) |
| 213 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 3,295 | 0.01% | $204K | NEW |
| 214 | GUYASUTA INVESTMENT ADVISORS INC | 3,290 | 0.01% | $204K | NEW |
| 215 | KPP Advisory Services LLC | 3,229 | 0.01% | $200K | NEW |
| 216 | PNC Financial Services Group, Inc. | 3,154 | 0.01% | $195K | -19 (-0.6%) |
| 217 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 3,149 | 0.01% | $195K | — |
| 218 | Investors Research Corp | 2,700 | 0.01% | $167K | — |
| 219 | Ameritas Investment Partners, Inc. | 2,616 | 0.01% | $162K | +294 (+12.7%) |
| 220 | VIRTUS ADVISERS, LLC | 2,208 | 0.01% | $137K | -92 (-4.0%) |
| 221 | Tower Research Capital LLC (TRC) | 1,758 | 0.01% | $109K | -224 (-11.3%) |
| 222 | Rockefeller Capital Management L.P. | 1,498 | 0.01% | $93K | +50 (+3.5%) |
| 223 | GAMMA Investing LLC | 1,451 | 0.01% | $90K | +95 (+7.0%) |
| 224 | KBC Group NV | 1,301 | 0.00% | $81K | — |
| 225 | Covestor Ltd | 1,280 | 0.00% | $80K | +16 (+1.3%) |
| 226 | NFSG Corp | 1,197 | 0.00% | $74K | +350 (+41.3%) |
| 227 | Farther Finance Advisors, LLC | 1,091 | 0.00% | $68K | +263 (+31.8%) |
| 228 | Fulcrum Asset Management LLP | 1,046 | 0.00% | $66K | NEW |
| 229 | SUMMIT SECURITIES GROUP LLC | 1,000 | 0.00% | $62K | +800 (+400.0%) |
| 230 | Triumph Capital Management | 905 | 0.00% | $56K | +480 (+112.9%) |
| 231 | SIGNATUREFD, LLC | 810 | 0.00% | $50K | — |
| 232 | HUNTINGTON NATIONAL BANK | 667 | 0.00% | $41K | — |
| 233 | Optiver Holding B.V. | 664 | 0.00% | $41K | +367 (+123.6%) |
| 234 | AdvisorNet Financial, Inc | 635 | 0.00% | $39K | +20 (+3.3%) |
| 235 | Arax Advisory Partners | 626 | 0.00% | $39K | +499 (+392.9%) |
| 236 | Pinnacle Wealth Planning Services, Inc. | 603 | 0.00% | $37K | +20 (+3.4%) |
| 237 | Caitlin John, LLC | 581 | 0.00% | $36K | +7 (+1.2%) |
| 238 | Spire Wealth Management | 546 | 0.00% | $34K | +336 (+160.0%) |
| 239 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 535 | 0.00% | $34K | +10 (+1.9%) |
| 240 | BOKF, NA | 525 | 0.00% | $33K | — |
| 241 | FNY Investment Advisers, LLC | 500 | 0.00% | $30K | -1,000 (-66.7%) |
| 242 | IFG Advisory, LLC | 500 | 0.00% | $31K | NEW |
| 243 | HANTZ FINANCIAL SERVICES, INC. | 467 | 0.00% | $29K | +77 (+19.7%) |
| 244 | Parallel Advisors, LLC | 428 | 0.00% | $27K | +358 (+511.4%) |
| 245 | Bogart Wealth, LLC | 400 | 0.00% | $25K | — |
| 246 | Nykredit A/S | 400 | 0.00% | $25K | NEW |
| 247 | GF FUND MANAGEMENT CO. LTD. | 381 | 0.00% | $24K | -43 (-10.1%) |
| 248 | Capital Analysts, LLC | 344 | 0.00% | $22K | +8 (+2.4%) |
| 249 | HARBOUR INVESTMENTS, INC. | 331 | 0.00% | $21K | -6 (-1.8%) |
| 250 | Larson Financial Group LLC | 327 | 0.00% | $20K | +32 (+10.8%) |
Exited since 2026-03-31 (29 filers; largest 25 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 |
|---|---|---|---|---|---|
| Vanguard Portfolio Management | SCHEDULE 13G/A | 2026-09-04 | 2026-08-31 | 2,862,469 | 10.38% |
| Vanguard Capital Management | SCHEDULE 13G | 2026-04-30 | 2026-03-31 | 1,477,522 | 5.25% |
| The Vanguard Group | SCHEDULE 13G/A | 2026-03-27 | 2026-03-13 | 0 | 0% |
| BlackRock, Inc. | SCHEDULE 13G/A | 2025-07-17 | 2025-06-30 | 4,681,860 | 16.7% |
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.