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 2026-08-06, as of 2026-07-31)
| Class | Listed | Shares outstanding | Held by 13F filers | % of class | Holders | CUSIP |
|---|---|---|---|---|---|---|
| Common stock | IAUM · NYSEArca | 158,800,000 | 66,882,902 | 42.1% | 259 | 46436F103 |
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 259 · 46436F103)
change vs 2026-03-31| # | Filer | Shares | % of class | Value | Change |
|---|---|---|---|---|---|
| 1 | Sumitomo Mitsui Trust Group, Inc. | 28,234,927 | 17.78% | $1.1B | +1,400,000 (+5.2%) |
| 2 | SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | 3,965,691 | 2.50% | $158.7M | +1,089,942 (+37.9%) |
| 3 | Alaska Permanent Fund Corp | 3,709,000 | 2.34% | $148.4M | — |
| 4 | BANK OF AMERICA CORP /DE/ | 3,407,229 | 2.15% | $136.3M | -16,910 (-0.5%) |
| 5 | BlackRock, Inc. | 2,438,487 | 1.54% | $97.6M | +1,594,997 (+189.1%) |
| 6 | Asset Management One Co., Ltd. | 2,430,865 | 1.53% | $97.3M | +1,003,173 (+70.3%) |
| 7 | Blue Trust, Inc. | 1,583,057 | 1.00% | $63.3M | -23,332 (-1.5%) |
| 8 | AlTi Global, Inc. | 1,419,049 | 0.89% | $56.8M | +80,000 (+6.0%) |
| 9 | AlphaCore Capital LLC | 1,071,629 | 0.67% | $42.9M | +131,395 (+14.0%) |
| 10 | RAYMOND JAMES FINANCIAL INC | 944,053 | 0.59% | $37.8M | +209,306 (+28.5%) |
| 11 | FIFTH THIRD BANCORP | 842,374 | 0.53% | $33.7M | +8,231 (+1.0%) |
| 12 | BOK Financial Private Wealth, Inc. | 747,968 | 0.47% | $29.9M | -382,682 (-33.8%) |
| 13 | Vident Advisory, LLC | 676,383 | 0.43% | $27.1M | -1,007,591 (-59.8%) |
| 14 | Heck Capital Advisors, LLC | 584,557 | 0.37% | $23.4M | -1,851,063 (-76.0%) |
| 15 | Mirae Asset Global Investments Co., Ltd. | 520,000 | 0.33% | $20.8M | -220,000 (-29.7%) |
| 16 | GOLDMAN SACHS GROUP INC | 461,001 | 0.29% | $18.4M | -196,200 (-29.9%) |
| 17 | Sanctuary Advisors, LLC | 451,463 | 0.28% | $18.1M | +31,709 (+7.6%) |
| 18 | JPMORGAN CHASE & CO | 437,815 | 0.28% | $17.5M | +23,770 (+5.7%) |
| 19 | MAI Capital Management | 433,092 | 0.27% | $17.3M | +118,105 (+37.5%) |
| 20 | Fielder Capital Group LLC | 395,257 | 0.25% | $15.8M | +1,367 (+0.3%) |
| 21 | Ancora Advisors LLC | 377,224 | 0.24% | $15.1M | -266,293 (-41.4%) |
| 22 | Avestar Capital, LLC | 365,566 | 0.23% | $14.6M | -2,187 (-0.6%) |
| 23 | Reliant Wealth Planning | 354,094 | 0.22% | $14.2M | +17,111 (+5.1%) |
| 24 | China Universal Asset Management Co., Ltd. | 353,000 | 0.22% | $14.1M | +20,000 (+6.0%) |
| 25 | United Community Bank | 347,362 | 0.22% | $13.9M | -28,982 (-7.7%) |
| 26 | Versant Capital Management, Inc | 345,409 | 0.22% | $13.8M | +25,242 (+7.9%) |
| 27 | ENVESTNET ASSET MANAGEMENT INC | 295,851 | 0.19% | $11.8M | +43,222 (+17.1%) |
| 28 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 291,255 | 0.18% | $11.7M | -1,185,129 (-80.3%) |
| 29 | TRUIST FINANCIAL CORP | 289,287 | 0.18% | $11.6M | +50,666 (+21.2%) |
| 30 | World Investment Advisors | 271,429 | 0.17% | $12.6M | -3,437 (-1.3%) |
| 31 | HOWLAND CAPITAL MANAGEMENT LLC | 268,081 | 0.17% | $10.7M | -6,964 (-2.5%) |
| 32 | Permanens Capital L.P. | 265,651 | 0.17% | $10.6M | — |
| 33 | SIGMA INVESTMENT COUNSELORS INC | 239,218 | 0.15% | $9.6M | -5,282 (-2.2%) |
| 34 | Thrivent Financial for Lutherans | 226,369 | 0.14% | $9.1M | -13,205 (-5.5%) |
| 35 | MGO ONE SEVEN LLC | 221,719 | 0.14% | $8.9M | +2,691 (+1.2%) |
| 36 | SFM, LLC | 220,012 | 0.14% | $8.8M | +3,155 (+1.5%) |
| 37 | CAPTRUST FINANCIAL ADVISORS | 215,310 | 0.14% | $8.6M | +169,902 (+374.2%) |
| 38 | LPL Financial LLC | 200,740 | 0.13% | $8.0M | +58,195 (+40.8%) |
| 39 | RFG Advisory, LLC | 198,410 | 0.12% | $7.9M | -65,107 (-24.7%) |
| 40 | MML INVESTORS SERVICES, LLC | 197,987 | 0.12% | $7.9M | +22,622 (+12.9%) |
| 41 | Raub Brock Capital Management LP | 195,990 | 0.12% | $7.8M | -6,930 (-3.4%) |
| 42 | Fifth Third Wealth Advisors LLC | 188,326 | 0.12% | $7.5M | +4,810 (+2.6%) |
| 43 | TABLEAUX LLC | 183,367 | 0.12% | $7.3M | +14,741 (+8.7%) |
| 44 | AE Wealth Management LLC | 182,548 | 0.11% | $7.3M | -70,804 (-27.9%) |
| 45 | Greenline Partners, LLC | 170,451 | 0.11% | $6.8M | — |
| 46 | Savvy Advisors, Inc. | 157,209 | 0.10% | $6.3M | +101,405 (+181.7%) |
| 47 | Amundi | 147,696 | 0.09% | $5.9M | +12,367 (+9.1%) |
| 48 | VICUS CAPITAL | 145,595 | 0.09% | $5.8M | +11,680 (+8.7%) |
| 49 | Cerity Partners LLC | 139,695 | 0.09% | $5.6M | +10,519 (+8.1%) |
| 50 | Bauman Advisory Group, LLC | 139,413 | 0.09% | $5.6M | -51,514 (-27.0%) |
| 51 | OSAIC HOLDINGS, INC. | 130,731 | 0.08% | $5.2M | +15,152 (+13.1%) |
| 52 | CASTLE WEALTH MANAGEMENT LLC | 128,624 | 0.08% | $5.1M | +1,656 (+1.3%) |
| 53 | COMMONWEALTH EQUITY SERVICES, LLC | 127,024 | 0.08% | $5.1M | -1,415 (-1.1%) |
| 54 | Spectrum Strategic Capital Management, LLC | 125,114 | 0.08% | $5.0M | -22,375 (-15.2%) |
| 55 | Stonehage Fleming Financial Services Holdings Ltd | 118,947 | 0.07% | $4.8M | +5,639 (+5.0%) |
| 56 | Arax Advisory Partners | 115,903 | 0.07% | $4.6M | +114,478 (+8033.5%) |
| 57 | AQR CAPITAL MANAGEMENT LLC | 113,598 | 0.07% | $4.5M | +88,803 (+358.1%) |
| 58 | Kestra Advisory Services, LLC | 109,039 | 0.07% | $4.4M | +13,959 (+14.7%) |
| 59 | Cetera Investment Advisers | 100,435 | 0.06% | $4.0M | +11,829 (+13.4%) |
| 60 | Focus Partners Wealth | 99,708 | 0.06% | $4.0M | -25,619 (-20.4%) |
| 61 | Cambridge Investment Research Advisors, Inc. | 97,988 | 0.06% | $3.9M | +52,186 (+113.9%) |
| 62 | Summit Financial, LLC | 97,266 | 0.06% | $3.9M | +426 (+0.4%) |
| 63 | Encompass More Asset Management | 94,367 | 0.06% | $3.8M | NEW |
| 64 | Mariner, LLC | 86,690 | 0.05% | $3.5M | +6,807 (+8.5%) |
| 65 | Atria Investments, Inc | 84,489 | 0.05% | $3.4M | +1,891 (+2.3%) |
| 66 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 83,823 | 0.05% | $3.4M | +76,348 (+1021.4%) |
| 67 | RENAISSANCE TECHNOLOGIES LLC | 81,791 | 0.05% | $3.3M | NEW |
| 68 | Prospera Financial Services Inc | 81,067 | 0.05% | $3.2M | +27,126 (+50.3%) |
| 69 | M Wealth Management, LLC | 77,013 | 0.05% | $3.1M | +485 (+0.6%) |
| 70 | Trek Financial, LLC | 73,521 | 0.05% | $2.9M | NEW |
| 71 | Empowered Funds, LLC | 72,922 | 0.05% | $2.9M | +17,112 (+30.7%) |
| 72 | Turning Point Benefit Group, Inc. | 66,827 | 0.04% | $2.7M | -8,162 (-10.9%) |
| 73 | Owl Creek Wealth Partners LLC | 66,699 | 0.04% | $2.7M | +8,738 (+15.1%) |
| 74 | STUART INVESTMENT ADVISORS, INC. | 66,599 | 0.04% | $2.7M | +33,665 (+102.2%) |
| 75 | Firestone Capital Management | 65,787 | 0.04% | $2.6M | +34,849 (+112.6%) |
| 76 | Vise Technologies, Inc. | 61,556 | 0.04% | $2.5M | +16,073 (+35.3%) |
| 77 | SteelPeak Wealth, LLC | 59,854 | 0.04% | $2.4M | +228 (+0.4%) |
| 78 | BOKF, NA | 59,394 | 0.04% | $2.4M | +12,905 (+27.8%) |
| 79 | EVERMAY WEALTH MANAGEMENT LLC | 53,864 | 0.03% | $2.2M | +3,723 (+7.4%) |
| 80 | Cedar Point Capital Partners, LLC | 53,747 | 0.03% | $2.2M | +2,841 (+5.6%) |
| 81 | Choate Investment Advisors | 53,698 | 0.03% | $2.1M | — |
| 82 | Sankala Group LLC | 53,284 | 0.03% | $2.3M | +16,453 (+44.7%) |
| 83 | Stokes Family Office, LLC | 51,763 | 0.03% | $2.1M | -28,261 (-35.3%) |
| 84 | Creative Planning | 50,662 | 0.03% | $2.0M | +6,095 (+13.7%) |
| 85 | NOMURA ASSET MANAGEMENT CO LTD | 50,000 | 0.03% | $2.0M | -12,000 (-19.4%) |
| 86 | Chemistry Wealth Management LLC | 47,264 | 0.03% | $1.9M | +9,463 (+25.0%) |
| 87 | Westfuller Advisors, LLC | 44,826 | 0.03% | $1.8M | +9,661 (+27.5%) |
| 88 | OARSMAN CAPITAL, INC. | 41,961 | 0.03% | $1.7M | -946 (-2.2%) |
| 89 | HighTower Advisors, LLC | 41,884 | 0.03% | $1.7M | +2,098 (+5.3%) |
| 90 | Beacon Pointe Advisors, LLC | 39,562 | 0.02% | $1.6M | +13,371 (+51.1%) |
| 91 | Tactive Advisors, LLC | 39,508 | 0.02% | $1.6M | +2,640 (+7.2%) |
| 92 | M&T Bank Corp | 37,374 | 0.02% | $1.5M | NEW |
| 93 | INSIGNEO ADVISORY SERVICES, LLC | 37,226 | 0.02% | $1.5M | +3,466 (+10.3%) |
| 94 | &PARTNERS | 36,194 | 0.02% | $1.4M | +1,788 (+5.2%) |
| 95 | Rockefeller Capital Management L.P. | 33,604 | 0.02% | $1.3M | +5,117 (+18.0%) |
| 96 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 33,534 | 0.02% | $1.3M | — |
| 97 | Rooted Wealth Advisors, Inc. | 33,305 | 0.02% | $1.3M | +4,926 (+17.4%) |
| 98 | Tidal Investments LLC | 33,181 | 0.02% | $1.3M | -2,073 (-5.9%) |
| 99 | Farther Finance Advisors, LLC | 32,972 | 0.02% | $1.3M | +28,126 (+580.4%) |
| 100 | Cushing Capital Partners, LLC | 32,923 | 0.02% | $1.3M | +3,507 (+11.9%) |
| 101 | Wedmont Private Capital | 32,410 | 0.02% | $1.3M | -417 (-1.3%) |
| 102 | RETIREMENT FINANCIAL SOLUTIONS, LLC | 31,752 | 0.02% | $1.3M | +4,002 (+14.4%) |
| 103 | BIP Wealth, LLC | 31,072 | 0.02% | $1.2M | NEW |
| 104 | PRINCIPAL SECURITIES, INC. | 31,005 | 0.02% | $1.2M | -2,392 (-7.2%) |
| 105 | Global Retirement Partners, LLC | 30,467 | 0.02% | $1.2M | NEW |
| 106 | BROWN ADVISORY INC | 30,456 | 0.02% | $1.2M | +25,572 (+523.6%) |
| 107 | Hilton Capital Management, LLC | 30,050 | 0.02% | $1.2M | — |
| 108 | Virtu Financial LLC | 28,533 | 0.02% | $1.1M | NEW |
| 109 | Ardent Capital Management, Inc. | 28,500 | 0.02% | $1.1M | — |
| 110 | Aptus Capital Advisors, LLC | 26,716 | 0.02% | $1.1M | +3,568 (+15.4%) |
| 111 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 24,358 | 0.02% | $975K | — |
| 112 | J. M. Brown & Associates Inc. | 23,898 | 0.02% | $956K | NEW |
| 113 | Headlands Technologies LLC | 23,891 | 0.02% | $956K | +6,395 (+36.6%) |
| 114 | Betterment LLC | 22,776 | 0.01% | $911K | +5,224 (+29.8%) |
| 115 | Vestmark Advisory Solutions, Inc. | 22,736 | 0.01% | $910K | +4,652 (+25.7%) |
| 116 | Upper Left Wealth Management, LLC | 22,021 | 0.01% | $881K | NEW |
| 117 | Meridian Wealth Management, LLC | 21,685 | 0.01% | $868K | +5,538 (+34.3%) |
| 118 | Mayflower Financial Advisors, LLC | 20,983 | 0.01% | $840K | +2,698 (+14.8%) |
| 119 | Gotham Asset Management, LLC | 20,896 | 0.01% | $836K | — |
| 120 | SMITH, MOORE & CO. | 20,000 | 0.01% | $800K | -353 (-1.7%) |
| 121 | Sound Portfolio Advisors, LLC | 19,996 | 0.01% | $800K | -1,054 (-5.0%) |
| 122 | Scarborough Advisors, LLC | 19,952 | 0.01% | $837K | -4,373 (-18.0%) |
| 123 | Rede Wealth, LLC | 19,877 | 0.01% | $795K | +200 (+1.0%) |
| 124 | OVERSEA-CHINESE BANKING Corp Ltd | 19,210 | 0.01% | $769K | -85,891 (-81.7%) |
| 125 | Sivia Capital Partners, LLC | 18,301 | 0.01% | $732K | +2,574 (+16.4%) |
| 126 | McKinley Carter Wealth Services, Inc. | 17,630 | 0.01% | $705K | +4,807 (+37.5%) |
| 127 | TUDOR INVESTMENT CORP ET AL | 17,543 | 0.01% | $702K | -13,690 (-43.8%) |
| 128 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 17,504 | 0.01% | $716K | +5,009 (+40.1%) |
| 129 | Columbus Macro, LLC | 17,143 | 0.01% | $686K | NEW |
| 130 | a16z Perennial Management, L.P. | 17,077 | 0.01% | $683K | — |
| 131 | Quantinno Capital Management LP | 17,054 | 0.01% | $682K | +5,207 (+44.0%) |
| 132 | Signal Advisors Wealth, LLC | 16,799 | 0.01% | $672K | -812 (-4.6%) |
| 133 | New England Private Wealth Advisors LLC | 16,772 | 0.01% | $677K | — |
| 134 | Causey Wealth LLC | 15,599 | 0.01% | $624K | — |
| 135 | Brand Asset Management Group, Inc. | 15,513 | 0.01% | $621K | -515 (-3.2%) |
| 136 | NavPoint Financial, Inc. | 15,218 | 0.01% | $609K | — |
| 137 | IFP Advisors, Inc | 15,049 | 0.01% | $602K | -10,934 (-42.1%) |
| 138 | Townsend Financial Planning, LLC | 14,975 | 0.01% | $599K | +2,335 (+18.5%) |
| 139 | REGIONS FINANCIAL CORP | 14,793 | 0.01% | $592K | +4,336 (+41.5%) |
| 140 | MARIPAU WEALTH MANAGEMENT LLC | 14,648 | 0.01% | $586K | -757 (-4.9%) |
| 141 | Brookstone Capital Management | 13,624 | 0.01% | $545K | +1,429 (+11.7%) |
| 142 | FLOW TRADERS U.S. LLC | 13,608 | 0.01% | $544K | -7,834 (-36.5%) |
| 143 | Avos Capital Management, LLC | 13,555 | 0.01% | $542K | +2,068 (+18.0%) |
| 144 | RiverGlades Family Offices LLC | 13,000 | 0.01% | $520K | NEW |
| 145 | EverSource Wealth Advisors, LLC | 12,900 | 0.01% | $516K | +3,932 (+43.8%) |
| 146 | Archer Investment Management, LLC | 12,238 | 0.01% | $490K | +7,077 (+137.1%) |
| 147 | MONETA GROUP INVESTMENT ADVISORS LLC | 11,409 | 0.01% | $456K | +90 (+0.8%) |
| 148 | Precision Wealth Strategies, LLC | 11,244 | 0.01% | $450K | NEW |
| 149 | S.A. Mason LLC | 11,010 | 0.01% | $441K | +1,673 (+17.9%) |
| 150 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 10,975 | 0.01% | $439K | NEW |
| 151 | SFMG, LLC | 10,899 | 0.01% | $436K | — |
| 152 | Family Investment Center, Inc. | 10,804 | 0.01% | $432K | -7,047 (-39.5%) |
| 153 | Compound Planning, Inc. | 10,713 | 0.01% | $429K | NEW |
| 154 | Kovack Advisors, Inc. | 10,705 | 0.01% | $428K | -14,149 (-56.9%) |
| 155 | CIBC WORLD MARKET INC. | 10,643 | 0.01% | $426K | — |
| 156 | AlphaStar Capital Management, LLC | 10,630 | 0.01% | $425K | — |
| 157 | NewEdge Advisors, LLC | 10,594 | 0.01% | $424K | +1,998 (+23.2%) |
| 158 | Painted Porch Advisors LLC | 10,500 | 0.01% | $420K | — |
| 159 | Beckerman Institutional, LLC | 10,342 | 0.01% | $414K | +299 (+3.0%) |
| 160 | STIFEL FINANCIAL CORP | 10,287 | 0.01% | $412K | -452 (-4.2%) |
| 161 | Merit Financial Group, LLC | 9,934 | 0.01% | $397K | +74 (+0.8%) |
| 162 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9,862 | 0.01% | $395K | — |
| 163 | Arkadios Wealth Advisors | 9,598 | 0.01% | $384K | -129 (-1.3%) |
| 164 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 9,450 | 0.01% | $378K | -3,000 (-24.1%) |
| 165 | XML Financial, LLC | 9,179 | 0.01% | $367K | +1,375 (+17.6%) |
| 166 | Bay Rivers Group | 8,677 | 0.01% | $347K | +301 (+3.6%) |
| 167 | KFG WEALTH MANAGEMENT, LLC | 8,333 | 0.01% | $333K | NEW |
| 168 | CHAPMAN FINANCIAL GROUP, LLC | 8,049 | 0.01% | $322K | +5,269 (+189.5%) |
| 169 | Cresset Asset Management, LLC | 7,633 | 0.00% | $305K | +466 (+6.5%) |
| 170 | W1M Asset Management Ltd | 7,362 | 0.00% | $295K | +80 (+1.1%) |
| 171 | SILVER OAK SECURITIES, INCORPORATED | 7,354 | 0.00% | $294K | — |
| 172 | Walkner Condon Financial Advisors LLC | 7,288 | 0.00% | $292K | +257 (+3.7%) |
| 173 | MJP ASSOCIATES INC /ADV | 7,017 | 0.00% | $281K | -945 (-11.9%) |
| 174 | Advisor OS, LLC | 7,017 | 0.00% | $281K | -945 (-11.9%) |
| 175 | FLORIDA FINANCIAL ADVISORS, LLC | 6,858 | 0.00% | $274K | +285 (+4.3%) |
| 176 | MISSION WEALTH MANAGEMENT, LP | 6,833 | 0.00% | $273K | NEW |
| 177 | Bedminster, LLC | 6,768 | 0.00% | $271K | -64 (-0.9%) |
| 178 | LFG Wealth Partners, LLC | 6,685 | 0.00% | $267K | — |
| 179 | Main Street Financial Solutions, LLC | 6,650 | 0.00% | $266K | — |
| 180 | Plum Street Advisors, LLC | 6,560 | 0.00% | $262K | -782 (-10.7%) |
| 181 | CAP Partners, LLC | 6,554 | 0.00% | $262K | +303 (+4.8%) |
| 182 | SJS Investment Consulting Inc. | 6,236 | 0.00% | $250K | -3,112 (-33.3%) |
| 183 | EXCALIBUR MANAGEMENT CORP | 6,227 | 0.00% | $249K | NEW |
| 184 | Daiwa Securities Group Inc. | 6,210 | 0.00% | $248K | NEW |
| 185 | SAGESPRING WEALTH PARTNERS, LLC | 6,148 | 0.00% | $246K | +369 (+6.4%) |
| 186 | HOWE & RUSLING INC | 6,084 | 0.00% | $243K | — |
| 187 | ROYAL BANK OF CANADA | 6,018 | 0.00% | $240K | +1,420 (+30.9%) |
| 188 | D'Orazio & Associates, Inc. | 5,983 | 0.00% | $239K | — |
| 189 | Retirement Planning Group, LLC | 5,949 | 0.00% | $238K | — |
| 190 | Orion Capital Management LLC | 5,887 | 0.00% | $236K | +2,364 (+67.1%) |
| 191 | EP Wealth Advisors, LLC | 5,844 | 0.00% | $234K | +955 (+19.5%) |
| 192 | WESTBOURNE INVESTMENTS, INC. | 5,778 | 0.00% | $231K | — |
| 193 | CacheTech Inc. | 5,516 | 0.00% | $221K | +7 (+0.1%) |
| 194 | Kingsbury Capital Investment Advisors LLC | 5,465 | 0.00% | $219K | — |
| 195 | KMT WEALTH MANAGEMENT, LLC | 5,465 | 0.00% | $219K | NEW |
| 196 | Sigma Planning Corp | 5,464 | 0.00% | $219K | NEW |
| 197 | EPIQ PARTNERS, LLC | 5,432 | 0.00% | $217K | NEW |
| 198 | Apella Capital, LLC | 5,266 | 0.00% | $216K | — |
| 199 | OneDigital Investment Advisors LLC | 5,250 | 0.00% | $210K | — |
| 200 | Cullen/Frost Bankers, Inc. | 5,215 | 0.00% | $209K | — |
| 201 | Discipline Wealth Solutions, LLC | 5,168 | 0.00% | $207K | -2,000 (-27.9%) |
| 202 | Baker Avenue Asset Management, LP | 5,096 | 0.00% | $204K | — |
| 203 | Keystone Wealth Services, LLC | 5,088 | 0.00% | $204K | -3,904 (-43.4%) |
| 204 | Aspect Partners, LLC | 5,035 | 0.00% | $201K | +10 (+0.2%) |
| 205 | First Financial Bankshares Inc | 5,032 | 0.00% | $201K | — |
| 206 | FMR LLC | 4,658 | 0.00% | $186K | +1,600 (+52.3%) |
| 207 | PlanVest Financial, Inc | 3,762 | 0.00% | $151K | +375 (+11.1%) |
| 208 | FIDUCIARY FINANCIAL ADVISORS | 3,680 | 0.00% | $147K | NEW |
| 209 | CoreFirst Bank & Trust | 3,060 | 0.00% | $122K | — |
| 210 | Atomic Invest LLC | 2,980 | 0.00% | $119K | +788 (+35.9%) |
| 211 | Smartleaf Asset Management LLC | 2,867 | 0.00% | $115K | — |
| 212 | SouthState Bank Corp | 2,858 | 0.00% | $114K | — |
| 213 | Networth Advisors, LLC | 2,805 | 0.00% | $112K | -1,116 (-28.5%) |
| 214 | MORGAN STANLEY | 2,727 | 0.00% | $109K | +1,825 (+202.3%) |
| 215 | LANARK FINANCIAL, INC. | 2,656 | 0.00% | $106K | +175 (+7.1%) |
| 216 | US BANCORP \DE\ | 2,575 | 0.00% | $103K | +1,575 (+157.5%) |
| 217 | Kingdom Financial Group LLC. | 2,462 | 0.00% | $99K | -2,718 (-52.5%) |
| 218 | Avion Wealth | 1,860 | 0.00% | $74K | NEW |
| 219 | Heritage Wealth Advisors | 1,761 | 0.00% | $70K | -331 (-15.8%) |
| 220 | Quest 10 Wealth Builders, Inc. | 1,505 | 0.00% | $60K | -1,536 (-50.5%) |
| 221 | Abound Wealth Management | 1,482 | 0.00% | $59K | +78 (+5.6%) |
| 222 | True Wealth Design, LLC | 1,462 | 0.00% | $58K | — |
| 223 | MATHER GROUP, LLC. | 1,157 | 0.00% | $46K | +1,040 (+888.9%) |
| 224 | Imprint Wealth LLC | 1,152 | 0.00% | $46K | +221 (+23.7%) |
| 225 | Tradewinds Capital Management, LLC | 1,097 | 0.00% | $44K | -75 (-6.4%) |
| 226 | Rossby Financial, LCC | 1,025 | 0.00% | $41K | +1 (+0.1%) |
| 227 | PNC Financial Services Group, Inc. | 997 | 0.00% | $40K | — |
| 228 | Fairman Group, LLC | 959 | 0.00% | $38K | +363 (+60.9%) |
| 229 | Lloyd Advisory Services, LLC. | 929 | 0.00% | $37K | -4,251 (-82.1%) |
| 230 | COMPASS FINANCIAL MANAGEMENT LLC | 919 | 0.00% | $37K | NEW |
| 231 | Bogart Wealth, LLC | 824 | 0.00% | $33K | -235 (-22.2%) |
| 232 | AdvisorNet Financial, Inc | 750 | 0.00% | $30K | — |
| 233 | Decker Retirement Planning Inc. | 661 | 0.00% | $26K | — |
| 234 | Marshall & Sterling Wealth Advisors Inc. | 611 | 0.00% | $24K | -249 (-29.0%) |
| 235 | Parallel Advisors, LLC | 538 | 0.00% | $22K | — |
| 236 | NATIONAL BANK OF CANADA /FI/ | 500 | 0.00% | $20K | NEW |
| 237 | HARBOUR INVESTMENTS, INC. | 500 | 0.00% | $20K | — |
| 238 | Triumph Capital Management | 500 | 0.00% | $20K | — |
| 239 | Reyes Financial Architecture, Inc. | 495 | 0.00% | $20K | — |
| 240 | PRIVATE TRUST CO NA | 474 | 0.00% | $19K | NEW |
| 241 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 400 | 0.00% | $16K | -350 (-46.7%) |
| 242 | SOA Wealth Advisors, LLC. | 343 | 0.00% | $14K | — |
| 243 | Capital Analysts, LLC | 320 | 0.00% | $13K | — |
| 244 | Costello Asset Management, INC | 300 | 0.00% | $12K | — |
| 245 | IFG Advisory, LLC | 273 | 0.00% | $11K | NEW |
| 246 | SIGNATUREFD, LLC | 246 | 0.00% | $10K | +71 (+40.6%) |
| 247 | Stone House Investment Management, LLC | 245 | 0.00% | $10K | — |
| 248 | Archer Investment Corp | 238 | 0.00% | $10K | -253 (-51.5%) |
| 249 | BEACON INVESTMENT ADVISORY SERVICES, INC. | 189 | 0.00% | $8K | — |
| 250 | Federation des caisses Desjardins du Quebec | 163 | 0.00% | $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.