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.

iShares Gold Trust Micro

CIK 0001759124IAUM· quarter ending 2026-06-30
Shares outstanding
158,800,000
Held by 13F filers
66,882,902
42.1% of shares outstanding
Holders
259
-21 vs 2026-03-31 · 30 new, 51 exited
Value
$2.7B
shares -1.5% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-06, as of 2026-07-31)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockIAUM · NYSEArca158,800,00066,882,90242.1%25946436F103

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
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
46436F103SHS25966,882,902158,800,00042.1%$2.7B—NPORTholders →

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 259 · 46436F103)

change vs 2026-03-31
#FilerShares% of classValueChange
1Sumitomo Mitsui Trust Group, Inc.28,234,92717.78%$1.1B+1,400,000 (+5.2%)
2SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO3,965,6912.50%$158.7M+1,089,942 (+37.9%)
3Alaska Permanent Fund Corp3,709,0002.34%$148.4M—
4BANK OF AMERICA CORP /DE/3,407,2292.15%$136.3M-16,910 (-0.5%)
5BlackRock, Inc.2,438,4871.54%$97.6M+1,594,997 (+189.1%)
6Asset Management One Co., Ltd.2,430,8651.53%$97.3M+1,003,173 (+70.3%)
7Blue Trust, Inc.1,583,0571.00%$63.3M-23,332 (-1.5%)
8AlTi Global, Inc.1,419,0490.89%$56.8M+80,000 (+6.0%)
9AlphaCore Capital LLC1,071,6290.67%$42.9M+131,395 (+14.0%)
10RAYMOND JAMES FINANCIAL INC944,0530.59%$37.8M+209,306 (+28.5%)
11FIFTH THIRD BANCORP842,3740.53%$33.7M+8,231 (+1.0%)
12BOK Financial Private Wealth, Inc.747,9680.47%$29.9M-382,682 (-33.8%)
13Vident Advisory, LLC676,3830.43%$27.1M-1,007,591 (-59.8%)
14Heck Capital Advisors, LLC584,5570.37%$23.4M-1,851,063 (-76.0%)
15Mirae Asset Global Investments Co., Ltd.520,0000.33%$20.8M-220,000 (-29.7%)
16GOLDMAN SACHS GROUP INC461,0010.29%$18.4M-196,200 (-29.9%)
17Sanctuary Advisors, LLC451,4630.28%$18.1M+31,709 (+7.6%)
18JPMORGAN CHASE & CO437,8150.28%$17.5M+23,770 (+5.7%)
19MAI Capital Management433,0920.27%$17.3M+118,105 (+37.5%)
20Fielder Capital Group LLC395,2570.25%$15.8M+1,367 (+0.3%)
21Ancora Advisors LLC377,2240.24%$15.1M-266,293 (-41.4%)
22Avestar Capital, LLC365,5660.23%$14.6M-2,187 (-0.6%)
23Reliant Wealth Planning354,0940.22%$14.2M+17,111 (+5.1%)
24China Universal Asset Management Co., Ltd.353,0000.22%$14.1M+20,000 (+6.0%)
25United Community Bank347,3620.22%$13.9M-28,982 (-7.7%)
26Versant Capital Management, Inc345,4090.22%$13.8M+25,242 (+7.9%)
27ENVESTNET ASSET MANAGEMENT INC295,8510.19%$11.8M+43,222 (+17.1%)
28ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP291,2550.18%$11.7M-1,185,129 (-80.3%)
29TRUIST FINANCIAL CORP289,2870.18%$11.6M+50,666 (+21.2%)
30World Investment Advisors271,4290.17%$12.6M-3,437 (-1.3%)
31HOWLAND CAPITAL MANAGEMENT LLC268,0810.17%$10.7M-6,964 (-2.5%)
32Permanens Capital L.P.265,6510.17%$10.6M—
33SIGMA INVESTMENT COUNSELORS INC239,2180.15%$9.6M-5,282 (-2.2%)
34Thrivent Financial for Lutherans226,3690.14%$9.1M-13,205 (-5.5%)
35MGO ONE SEVEN LLC221,7190.14%$8.9M+2,691 (+1.2%)
36SFM, LLC220,0120.14%$8.8M+3,155 (+1.5%)
37CAPTRUST FINANCIAL ADVISORS215,3100.14%$8.6M+169,902 (+374.2%)
38LPL Financial LLC200,7400.13%$8.0M+58,195 (+40.8%)
39RFG Advisory, LLC198,4100.12%$7.9M-65,107 (-24.7%)
40MML INVESTORS SERVICES, LLC197,9870.12%$7.9M+22,622 (+12.9%)
41Raub Brock Capital Management LP195,9900.12%$7.8M-6,930 (-3.4%)
42Fifth Third Wealth Advisors LLC188,3260.12%$7.5M+4,810 (+2.6%)
43TABLEAUX LLC183,3670.12%$7.3M+14,741 (+8.7%)
44AE Wealth Management LLC182,5480.11%$7.3M-70,804 (-27.9%)
45Greenline Partners, LLC170,4510.11%$6.8M—
46Savvy Advisors, Inc.157,2090.10%$6.3M+101,405 (+181.7%)
47Amundi147,6960.09%$5.9M+12,367 (+9.1%)
48VICUS CAPITAL145,5950.09%$5.8M+11,680 (+8.7%)
49Cerity Partners LLC139,6950.09%$5.6M+10,519 (+8.1%)
50Bauman Advisory Group, LLC139,4130.09%$5.6M-51,514 (-27.0%)
51OSAIC HOLDINGS, INC.130,7310.08%$5.2M+15,152 (+13.1%)
52CASTLE WEALTH MANAGEMENT LLC128,6240.08%$5.1M+1,656 (+1.3%)
53COMMONWEALTH EQUITY SERVICES, LLC127,0240.08%$5.1M-1,415 (-1.1%)
54Spectrum Strategic Capital Management, LLC125,1140.08%$5.0M-22,375 (-15.2%)
55Stonehage Fleming Financial Services Holdings Ltd118,9470.07%$4.8M+5,639 (+5.0%)
56Arax Advisory Partners115,9030.07%$4.6M+114,478 (+8033.5%)
57AQR CAPITAL MANAGEMENT LLC113,5980.07%$4.5M+88,803 (+358.1%)
58Kestra Advisory Services, LLC109,0390.07%$4.4M+13,959 (+14.7%)
59Cetera Investment Advisers100,4350.06%$4.0M+11,829 (+13.4%)
60Focus Partners Wealth99,7080.06%$4.0M-25,619 (-20.4%)
61Cambridge Investment Research Advisors, Inc.97,9880.06%$3.9M+52,186 (+113.9%)
62Summit Financial, LLC97,2660.06%$3.9M+426 (+0.4%)
63Encompass More Asset Management94,3670.06%$3.8MNEW
64Mariner, LLC86,6900.05%$3.5M+6,807 (+8.5%)
65Atria Investments, Inc84,4890.05%$3.4M+1,891 (+2.3%)
66SUSQUEHANNA INTERNATIONAL GROUP, LLP83,8230.05%$3.4M+76,348 (+1021.4%)
67RENAISSANCE TECHNOLOGIES LLC81,7910.05%$3.3MNEW
68Prospera Financial Services Inc81,0670.05%$3.2M+27,126 (+50.3%)
69M Wealth Management, LLC77,0130.05%$3.1M+485 (+0.6%)
70Trek Financial, LLC73,5210.05%$2.9MNEW
71Empowered Funds, LLC72,9220.05%$2.9M+17,112 (+30.7%)
72Turning Point Benefit Group, Inc.66,8270.04%$2.7M-8,162 (-10.9%)
73Owl Creek Wealth Partners LLC66,6990.04%$2.7M+8,738 (+15.1%)
74STUART INVESTMENT ADVISORS, INC.66,5990.04%$2.7M+33,665 (+102.2%)
75Firestone Capital Management65,7870.04%$2.6M+34,849 (+112.6%)
76Vise Technologies, Inc.61,5560.04%$2.5M+16,073 (+35.3%)
77SteelPeak Wealth, LLC59,8540.04%$2.4M+228 (+0.4%)
78BOKF, NA59,3940.04%$2.4M+12,905 (+27.8%)
79EVERMAY WEALTH MANAGEMENT LLC53,8640.03%$2.2M+3,723 (+7.4%)
80Cedar Point Capital Partners, LLC53,7470.03%$2.2M+2,841 (+5.6%)
81Choate Investment Advisors53,6980.03%$2.1M—
82Sankala Group LLC53,2840.03%$2.3M+16,453 (+44.7%)
83Stokes Family Office, LLC51,7630.03%$2.1M-28,261 (-35.3%)
84Creative Planning50,6620.03%$2.0M+6,095 (+13.7%)
85NOMURA ASSET MANAGEMENT CO LTD50,0000.03%$2.0M-12,000 (-19.4%)
86Chemistry Wealth Management LLC47,2640.03%$1.9M+9,463 (+25.0%)
87Westfuller Advisors, LLC44,8260.03%$1.8M+9,661 (+27.5%)
88OARSMAN CAPITAL, INC.41,9610.03%$1.7M-946 (-2.2%)
89HighTower Advisors, LLC41,8840.03%$1.7M+2,098 (+5.3%)
90Beacon Pointe Advisors, LLC39,5620.02%$1.6M+13,371 (+51.1%)
91Tactive Advisors, LLC39,5080.02%$1.6M+2,640 (+7.2%)
92M&T Bank Corp37,3740.02%$1.5MNEW
93INSIGNEO ADVISORY SERVICES, LLC37,2260.02%$1.5M+3,466 (+10.3%)
94&PARTNERS36,1940.02%$1.4M+1,788 (+5.2%)
95Rockefeller Capital Management L.P.33,6040.02%$1.3M+5,117 (+18.0%)
96HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC33,5340.02%$1.3M—
97Rooted Wealth Advisors, Inc.33,3050.02%$1.3M+4,926 (+17.4%)
98Tidal Investments LLC33,1810.02%$1.3M-2,073 (-5.9%)
99Farther Finance Advisors, LLC32,9720.02%$1.3M+28,126 (+580.4%)
100Cushing Capital Partners, LLC32,9230.02%$1.3M+3,507 (+11.9%)
101Wedmont Private Capital32,4100.02%$1.3M-417 (-1.3%)
102RETIREMENT FINANCIAL SOLUTIONS, LLC31,7520.02%$1.3M+4,002 (+14.4%)
103BIP Wealth, LLC31,0720.02%$1.2MNEW
104PRINCIPAL SECURITIES, INC.31,0050.02%$1.2M-2,392 (-7.2%)
105Global Retirement Partners, LLC30,4670.02%$1.2MNEW
106BROWN ADVISORY INC30,4560.02%$1.2M+25,572 (+523.6%)
107Hilton Capital Management, LLC30,0500.02%$1.2M—
108Virtu Financial LLC28,5330.02%$1.1MNEW
109Ardent Capital Management, Inc.28,5000.02%$1.1M—
110Aptus Capital Advisors, LLC26,7160.02%$1.1M+3,568 (+15.4%)
111WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC24,3580.02%$975K—
112J. M. Brown & Associates Inc.23,8980.02%$956KNEW
113Headlands Technologies LLC23,8910.02%$956K+6,395 (+36.6%)
114Betterment LLC22,7760.01%$911K+5,224 (+29.8%)
115Vestmark Advisory Solutions, Inc.22,7360.01%$910K+4,652 (+25.7%)
116Upper Left Wealth Management, LLC22,0210.01%$881KNEW
117Meridian Wealth Management, LLC21,6850.01%$868K+5,538 (+34.3%)
118Mayflower Financial Advisors, LLC20,9830.01%$840K+2,698 (+14.8%)
119Gotham Asset Management, LLC20,8960.01%$836K—
120SMITH, MOORE & CO.20,0000.01%$800K-353 (-1.7%)
121Sound Portfolio Advisors, LLC19,9960.01%$800K-1,054 (-5.0%)
122Scarborough Advisors, LLC19,9520.01%$837K-4,373 (-18.0%)
123Rede Wealth, LLC19,8770.01%$795K+200 (+1.0%)
124OVERSEA-CHINESE BANKING Corp Ltd19,2100.01%$769K-85,891 (-81.7%)
125Sivia Capital Partners, LLC18,3010.01%$732K+2,574 (+16.4%)
126McKinley Carter Wealth Services, Inc.17,6300.01%$705K+4,807 (+37.5%)
127TUDOR INVESTMENT CORP ET AL17,5430.01%$702K-13,690 (-43.8%)
128WEALTH ENHANCEMENT ADVISORY SERVICES, LLC17,5040.01%$716K+5,009 (+40.1%)
129Columbus Macro, LLC17,1430.01%$686KNEW
130a16z Perennial Management, L.P.17,0770.01%$683K—
131Quantinno Capital Management LP17,0540.01%$682K+5,207 (+44.0%)
132Signal Advisors Wealth, LLC16,7990.01%$672K-812 (-4.6%)
133New England Private Wealth Advisors LLC16,7720.01%$677K—
134Causey Wealth LLC15,5990.01%$624K—
135Brand Asset Management Group, Inc.15,5130.01%$621K-515 (-3.2%)
136NavPoint Financial, Inc.15,2180.01%$609K—
137IFP Advisors, Inc15,0490.01%$602K-10,934 (-42.1%)
138Townsend Financial Planning, LLC14,9750.01%$599K+2,335 (+18.5%)
139REGIONS FINANCIAL CORP14,7930.01%$592K+4,336 (+41.5%)
140MARIPAU WEALTH MANAGEMENT LLC14,6480.01%$586K-757 (-4.9%)
141Brookstone Capital Management13,6240.01%$545K+1,429 (+11.7%)
142FLOW TRADERS U.S. LLC13,6080.01%$544K-7,834 (-36.5%)
143Avos Capital Management, LLC13,5550.01%$542K+2,068 (+18.0%)
144RiverGlades Family Offices LLC13,0000.01%$520KNEW
145EverSource Wealth Advisors, LLC12,9000.01%$516K+3,932 (+43.8%)
146Archer Investment Management, LLC12,2380.01%$490K+7,077 (+137.1%)
147MONETA GROUP INVESTMENT ADVISORS LLC11,4090.01%$456K+90 (+0.8%)
148Precision Wealth Strategies, LLC11,2440.01%$450KNEW
149S.A. Mason LLC11,0100.01%$441K+1,673 (+17.9%)
150FORT WASHINGTON INVESTMENT ADVISORS INC /OH/10,9750.01%$439KNEW
151SFMG, LLC10,8990.01%$436K—
152Family Investment Center, Inc.10,8040.01%$432K-7,047 (-39.5%)
153Compound Planning, Inc.10,7130.01%$429KNEW
154Kovack Advisors, Inc.10,7050.01%$428K-14,149 (-56.9%)
155CIBC WORLD MARKET INC.10,6430.01%$426K—
156AlphaStar Capital Management, LLC10,6300.01%$425K—
157NewEdge Advisors, LLC10,5940.01%$424K+1,998 (+23.2%)
158Painted Porch Advisors LLC10,5000.01%$420K—
159Beckerman Institutional, LLC10,3420.01%$414K+299 (+3.0%)
160STIFEL FINANCIAL CORP10,2870.01%$412K-452 (-4.2%)
161Merit Financial Group, LLC9,9340.01%$397K+74 (+0.8%)
162NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO9,8620.01%$395K—
163Arkadios Wealth Advisors9,5980.01%$384K-129 (-1.3%)
164TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA9,4500.01%$378K-3,000 (-24.1%)
165XML Financial, LLC9,1790.01%$367K+1,375 (+17.6%)
166Bay Rivers Group8,6770.01%$347K+301 (+3.6%)
167KFG WEALTH MANAGEMENT, LLC8,3330.01%$333KNEW
168CHAPMAN FINANCIAL GROUP, LLC8,0490.01%$322K+5,269 (+189.5%)
169Cresset Asset Management, LLC7,6330.00%$305K+466 (+6.5%)
170W1M Asset Management Ltd7,3620.00%$295K+80 (+1.1%)
171SILVER OAK SECURITIES, INCORPORATED7,3540.00%$294K—
172Walkner Condon Financial Advisors LLC7,2880.00%$292K+257 (+3.7%)
173MJP ASSOCIATES INC /ADV7,0170.00%$281K-945 (-11.9%)
174Advisor OS, LLC7,0170.00%$281K-945 (-11.9%)
175FLORIDA FINANCIAL ADVISORS, LLC6,8580.00%$274K+285 (+4.3%)
176MISSION WEALTH MANAGEMENT, LP6,8330.00%$273KNEW
177Bedminster, LLC6,7680.00%$271K-64 (-0.9%)
178LFG Wealth Partners, LLC6,6850.00%$267K—
179Main Street Financial Solutions, LLC6,6500.00%$266K—
180Plum Street Advisors, LLC6,5600.00%$262K-782 (-10.7%)
181CAP Partners, LLC6,5540.00%$262K+303 (+4.8%)
182SJS Investment Consulting Inc.6,2360.00%$250K-3,112 (-33.3%)
183EXCALIBUR MANAGEMENT CORP6,2270.00%$249KNEW
184Daiwa Securities Group Inc.6,2100.00%$248KNEW
185SAGESPRING WEALTH PARTNERS, LLC6,1480.00%$246K+369 (+6.4%)
186HOWE & RUSLING INC6,0840.00%$243K—
187ROYAL BANK OF CANADA6,0180.00%$240K+1,420 (+30.9%)
188D'Orazio & Associates, Inc.5,9830.00%$239K—
189Retirement Planning Group, LLC5,9490.00%$238K—
190Orion Capital Management LLC5,8870.00%$236K+2,364 (+67.1%)
191EP Wealth Advisors, LLC5,8440.00%$234K+955 (+19.5%)
192WESTBOURNE INVESTMENTS, INC.5,7780.00%$231K—
193CacheTech Inc.5,5160.00%$221K+7 (+0.1%)
194Kingsbury Capital Investment Advisors LLC5,4650.00%$219K—
195KMT WEALTH MANAGEMENT, LLC5,4650.00%$219KNEW
196Sigma Planning Corp5,4640.00%$219KNEW
197EPIQ PARTNERS, LLC5,4320.00%$217KNEW
198Apella Capital, LLC5,2660.00%$216K—
199OneDigital Investment Advisors LLC5,2500.00%$210K—
200Cullen/Frost Bankers, Inc.5,2150.00%$209K—
201Discipline Wealth Solutions, LLC5,1680.00%$207K-2,000 (-27.9%)
202Baker Avenue Asset Management, LP5,0960.00%$204K—
203Keystone Wealth Services, LLC5,0880.00%$204K-3,904 (-43.4%)
204Aspect Partners, LLC5,0350.00%$201K+10 (+0.2%)
205First Financial Bankshares Inc5,0320.00%$201K—
206FMR LLC4,6580.00%$186K+1,600 (+52.3%)
207PlanVest Financial, Inc3,7620.00%$151K+375 (+11.1%)
208FIDUCIARY FINANCIAL ADVISORS3,6800.00%$147KNEW
209CoreFirst Bank & Trust3,0600.00%$122K—
210Atomic Invest LLC2,9800.00%$119K+788 (+35.9%)
211Smartleaf Asset Management LLC2,8670.00%$115K—
212SouthState Bank Corp2,8580.00%$114K—
213Networth Advisors, LLC2,8050.00%$112K-1,116 (-28.5%)
214MORGAN STANLEY2,7270.00%$109K+1,825 (+202.3%)
215LANARK FINANCIAL, INC.2,6560.00%$106K+175 (+7.1%)
216US BANCORP \DE\2,5750.00%$103K+1,575 (+157.5%)
217Kingdom Financial Group LLC.2,4620.00%$99K-2,718 (-52.5%)
218Avion Wealth1,8600.00%$74KNEW
219Heritage Wealth Advisors1,7610.00%$70K-331 (-15.8%)
220Quest 10 Wealth Builders, Inc.1,5050.00%$60K-1,536 (-50.5%)
221Abound Wealth Management1,4820.00%$59K+78 (+5.6%)
222True Wealth Design, LLC1,4620.00%$58K—
223MATHER GROUP, LLC.1,1570.00%$46K+1,040 (+888.9%)
224Imprint Wealth LLC1,1520.00%$46K+221 (+23.7%)
225Tradewinds Capital Management, LLC1,0970.00%$44K-75 (-6.4%)
226Rossby Financial, LCC1,0250.00%$41K+1 (+0.1%)
227PNC Financial Services Group, Inc.9970.00%$40K—
228Fairman Group, LLC9590.00%$38K+363 (+60.9%)
229Lloyd Advisory Services, LLC.9290.00%$37K-4,251 (-82.1%)
230COMPASS FINANCIAL MANAGEMENT LLC9190.00%$37KNEW
231Bogart Wealth, LLC8240.00%$33K-235 (-22.2%)
232AdvisorNet Financial, Inc7500.00%$30K—
233Decker Retirement Planning Inc.6610.00%$26K—
234Marshall & Sterling Wealth Advisors Inc.6110.00%$24K-249 (-29.0%)
235Parallel Advisors, LLC5380.00%$22K—
236NATIONAL BANK OF CANADA /FI/5000.00%$20KNEW
237HARBOUR INVESTMENTS, INC.5000.00%$20K—
238Triumph Capital Management5000.00%$20K—
239Reyes Financial Architecture, Inc.4950.00%$20K—
240PRIVATE TRUST CO NA4740.00%$19KNEW
241INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC4000.00%$16K-350 (-46.7%)
242SOA Wealth Advisors, LLC.3430.00%$14K—
243Capital Analysts, LLC3200.00%$13K—
244Costello Asset Management, INC3000.00%$12K—
245IFG Advisory, LLC2730.00%$11KNEW
246SIGNATUREFD, LLC2460.00%$10K+71 (+40.6%)
247Stone House Investment Management, LLC2450.00%$10K—
248Archer Investment Corp2380.00%$10K-253 (-51.5%)
249BEACON INVESTMENT ADVISORY SERVICES, INC.1890.00%$8K—
250Federation des caisses Desjardins du Quebec1630.00%$7K—
Exited since 2026-03-31 (51 filers; largest 25 shown)
Quadrature Capital Ltd−991,744
Myriad Asset Management Advisors LLC−777,371
Myriad Asset Management US LP−275,242
Jump Financial, LLC−135,532
CITADEL ADVISORS LLC−127,275
MorganRosel Wealth Management, LLC−110,084
SIGNET FINANCIAL MANAGEMENT, LLC−95,672
U.S. Capital Wealth Advisors, LLC−87,596
Heirloom Wealth Management−44,279
Red Tortoise LLC−31,072
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors−26,495
Independent Advisor Alliance−21,964
EVOKE WEALTH, LLC−14,909
Summit Trail Advisors, LLC−12,554
Optivise Advisory Services LLC−10,839
Fifth Third Securities, Inc.−10,397
LEVEL FOUR ADVISORY SERVICES, LLC−9,932
Corient Private Wealth LLC−9,872
HRT FINANCIAL LP−9,444
Slagle Financial, LLC−9,213
GILL CAPITAL PARTNERS, LLC−8,355
Orion Porfolio Solutions, LLC−7,575
Indivisible Partners−7,112
XTX Topco Ltd−6,687
TRANSCEND CAPITAL ADVISORS, LLC−6,650

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.