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.
Top holders (15 of 15 · 88636R586)
change vs 2026-03-31| # | Filer | Shares | % of class | Value | Change |
|---|---|---|---|---|---|
| 1 | Marex Group Ltd | 399,787 | — | $8.4M | — |
| 2 | MAI Capital Management | 255,301 | — | $5.4M | -2,456 (-1.0%) |
| 3 | Wealthcare Advisory Partners LLC | 168,575 | — | $3.5M | -327,443 (-66.0%) |
| 4 | STAPP WEALTH MANAGEMENT, PLLC | 129,765 | — | $2.7M | +1,622 (+1.3%) |
| 5 | Sigma Planning Corp | 112,369 | — | $2.4M | -4,013 (-3.4%) |
| 6 | Hilltop Holdings Inc. | 95,000 | — | $2.0M | — |
| 7 | Oregon Pacific Wealth Management, LLC | 86,319 | — | $1.8M | +291 (+0.3%) |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 72,853 | — | $1.5M | +907 (+1.3%) |
| 9 | Innova Wealth Partners | 65,464 | — | $1.4M | +22,765 (+53.3%) |
| 10 | Legacy Wealth Managment, LLC/ID | 49,064 | — | $1.0M | -13,468 (-21.5%) |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 43,343 | — | $909K | NEW |
| 12 | BANK OF MONTREAL /CAN/ | 26,783 | — | $564K | -85 (-0.3%) |
| 13 | JANE STREET GROUP, LLC | 13,009 | — | $274K | -26,366 (-67.0%) |
| 14 | Professional Financial Advisors, LLC | 10,774 | — | $227K | -321 (-2.9%) |
| 15 | MATHER GROUP, LLC. | 1,804 | — | $38K | -224,603 (-99.2%) |
Exited since 2026-03-31 (3 filers; largest 3 shown)
| CITADEL ADVISORS LLC | −22,585 |
| CWM, LLC | −19,226 |
| UBS Group AG | −374 |
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 |
|---|---|---|---|---|---|
| GR China Master Fund | SCHEDULE 13G/A | 2025-08-29 | 2025-08-20 | 234,056 | 19.8% |
| Q Fund Management (Hong Kong) Ltd | SCHEDULE 13G/A | 2025-08-29 | 2025-08-20 | 234,056 | 19.8% |
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.