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.

Fidelity Wise Origin Bitcoin Fund

CIK 0001852317FBTC· quarter ending 2026-06-30

Shares outstanding

197,403,476

as of 2026-07-31 · 10-Q cover page, filed 2026-08-06

Held by 13F filers

34,828,488

17.6% of shares outstanding

Holders

625

-22 vs 2026-03-31 · 70 new, 92 exited

Value

$1.8B

shares -1.7% vs prior quarter

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	FBTC · CboeBZX	197,403,476	34,828,488	17.6%	625	315948109

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
	315948109	SHS	625	34,828,488	197,403,476	17.6%	$1.8B	8 call / 8 put	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 625 · 315948109)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	CANTOR FITZGERALD, L. P.	2,561,862	1.30%	$130.8M	+1,280,931 (+100.0%)
2	Schonfeld Strategic Advisors LLC	1,974,767	1.00%	$100.8M	-555,469 (-22.0%)
3	Almitas Capital LLC	1,364,522	0.69%	$69.7M	-172,115 (-11.2%)
4	MILLENNIUM MANAGEMENT LLC	1,349,522	0.68%	$68.9M	-1,410,701 (-51.1%)
5	Patient Capital Management, LLC	1,217,595	0.62%	$62.2M	+863,764 (+244.1%)
6	ParaFi Capital LP	1,050,000	0.53%	$53.6M	—
7	MORGAN STANLEY	953,772	0.48%	$48.7M	+100,823 (+11.8%)
8	JANE STREET GROUP, LLC	886,736	0.45%	$45.3M	-1,067,438 (-54.6%)
9	Consolidated Portfolio Review Corp	834,367	0.42%	$42.6M	—
10	Pine Ridge Advisers LLC	834,367	0.42%	$42.6M	—
11	ENVESTNET ASSET MANAGEMENT INC	661,034	0.33%	$33.7M	+51,954 (+8.5%)
12	Mariner, LLC	636,321	0.32%	$32.5M	+8,787 (+1.4%)
13	United Capital Management of KS, Inc.	543,285	0.28%	$27.7M	-20,462 (-3.6%)
14	EverSource Wealth Advisors, LLC	458,888	0.23%	$23.4M	+6,513 (+1.4%)
15	Beaumont Financial Advisors, LLC	453,008	0.23%	$23.1M	+7,705 (+1.7%)
16	KALEIDOSCOPE CAPITAL LP	431,682	0.22%	$22.0M	+16,957 (+4.1%)
17	SUSQUEHANNA INTERNATIONAL GROUP, LLP	421,773	0.21%	$21.5M	-105,969 (-20.1%)
18	HighTower Advisors, LLC	421,335	0.21%	$21.5M	+35,323 (+9.2%)
19	Cresset Asset Management, LLC	417,180	0.21%	$21.3M	-81,344 (-16.3%)
20	MEANS INVESTMENT CO., INC.	415,000	0.21%	$21.2M	+116,394 (+39.0%)
21	Cetera Investment Advisers	412,507	0.21%	$21.1M	+5,443 (+1.3%)
22	Cambridge Investment Research Advisors, Inc.	384,726	0.19%	$19.6M	+222,267 (+136.8%)
23	Tidal Investments LLC	326,110	0.17%	$16.6M	-217,671 (-40.0%)
24	Legacy Wealth Asset Management, LLC	301,367	0.15%	$15.4M	-862 (-0.3%)
25	CITADEL ADVISORS LLC	298,386	0.15%	$15.2M	NEW
26	BlackRock, Inc.	288,188	0.15%	$14.7M	-5,645 (-1.9%)
27	SYON CAPITAL LLC	283,149	0.14%	$14.5M	+278,478 (+5961.8%)
28	Ovata Capital Management Ltd	265,558	0.13%	$13.5M	-30,000 (-10.2%)
29	Quadrature Capital Ltd	248,454	0.13%	$12.7M	+221,141 (+809.7%)
30	Compass Ion Advisors, LLC	242,288	0.12%	$12.4M	-8,511 (-3.4%)
31	Atomic Invest LLC	229,404	0.12%	$12.0M	-2,051 (-0.9%)
32	WINTON GROUP Ltd	218,078	0.11%	$11.1M	—
33	RENAISSANCE TECHNOLOGIES LLC	216,500	0.11%	$11.1M	+161,400 (+292.9%)
34	Atlas Wealth Partners, LLC	216,461	0.11%	$11.1M	+4,045 (+1.9%)
35	Jump Financial, LLC	211,771	0.11%	$10.8M	+184,412 (+674.0%)
36	Kestra Advisory Services, LLC	192,511	0.10%	$9.8M	-561 (-0.3%)
37	OSAIC HOLDINGS, INC.	181,794	0.09%	$9.3M	+44,204 (+32.1%)
38	FLOW TRADERS U.S. LLC	181,320	0.09%	$9.3M	NEW
39	Berman McAleer LLC	175,261	0.09%	$8.9M	+18,020 (+11.5%)
40	Citrine Capital LLC	167,780	0.08%	$8.6M	+29,604 (+21.4%)
41	Bayshore Capital Advisors, LLC	167,499	0.08%	$8.6M	+126,326 (+306.8%)
42	Great Point Wealth Advisors, LLC	166,142	0.08%	$8.5M	+1,845 (+1.1%)
43	Qube Research & Technologies Ltd	164,541	0.08%	$8.4M	+136,669 (+490.3%)
44	COMMONWEALTH EQUITY SERVICES, LLC	163,437	0.08%	$8.3M	-24,356 (-13.0%)
45	Parcion Private Wealth LLC	163,257	0.08%	$8.3M	+13,014 (+8.7%)
46	Arkos Global Advisors	156,831	0.08%	$8.0M	+21,976 (+16.3%)
47	Marex Group Ltd	156,056	0.08%	$8.0M	+19,065 (+13.9%)
48	PARK AVENUE SECURITIES LLC	155,785	0.08%	$8.0M	+31,164 (+25.0%)
49	Creative Planning	152,248	0.08%	$7.8M	-8,736 (-5.4%)
50	Sanctuary Advisors, LLC	141,996	0.07%	$7.2M	+23,437 (+19.8%)
51	KESTRA PRIVATE WEALTH SERVICES, LLC	123,587	0.06%	$6.3M	+23,384 (+23.3%)
52	SIMPLEX TRADING, LLC	123,438	0.06%	$6.3M	+52,749 (+74.6%)
53	Lido Advisors, LLC	122,633	0.06%	$6.3M	+4,206 (+3.6%)
54	IEQ CAPITAL, LLC	118,895	0.06%	$6.1M	+2,671 (+2.3%)
55	Alamea Verwaltungs GmbH	117,771	0.06%	$6.0M	—
56	COURAGE CAPITAL MANAGEMENT LLC	115,865	0.06%	$5.9M	-55,000 (-32.2%)
57	Aptus Capital Advisors, LLC	111,382	0.06%	$5.7M	+14,013 (+14.4%)
58	Wealth Quarterback LLC	110,423	0.06%	$5.6M	+6,818 (+6.6%)
59	KINGSWOOD WEALTH ADVISORS, LLC	109,405	0.06%	$5.6M	-2,579 (-2.3%)
60	GOLDMAN SACHS GROUP INC	105,840	0.05%	$5.4M	-320,715 (-75.2%)
61	LIBRA WEALTH LLC	105,375	0.05%	$5.4M	+11,658 (+12.4%)
62	Allegheny Financial Group	102,569	0.05%	$5.2M	-63 (-0.1%)
63	MML INVESTORS SERVICES, LLC	101,869	0.05%	$5.2M	-5,206 (-4.9%)
64	Fiduciary Trust Co	101,644	0.05%	$5.2M	+6,000 (+6.3%)
65	Concurrent Investment Advisors, LLC	99,662	0.05%	$5.1M	+21,519 (+27.5%)
66	Sepio Capital, LP	95,806	0.05%	$4.9M	+51,650 (+117.0%)
67	Focus Partners Wealth	94,985	0.05%	$4.8M	-2,932 (-3.0%)
68	SevenBridge Financial Group, LLC	93,147	0.05%	$5.3M	+7,816 (+9.2%)
69	Beaird Harris Wealth Management, LLC	90,014	0.05%	$4.6M	+23,763 (+35.9%)
70	CHILDRESS CAPITAL ADVISORS, LLC	89,506	0.05%	$4.6M	+55,649 (+164.4%)
71	AVAII WEALTH MANAGEMENT, LLC	89,149	0.05%	$4.6M	-28,956 (-24.5%)
72	EP Wealth Advisors, LLC	88,593	0.04%	$4.5M	+37,185 (+72.3%)
73	Corient Private Wealth LP	86,368	0.04%	$4.4M	-6,577 (-7.1%)
74	SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.	85,233	0.04%	$4.4M	+895 (+1.1%)
75	Foundations Investment Advisors, LLC	83,023	0.04%	$4.2M	+1,606 (+2.0%)
76	Mutual Advisors, LLC	80,383	0.04%	$4.1M	+2,450 (+3.1%)
77	HRT FINANCIAL LP	80,013	0.04%	$4.1M	NEW
78	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	74,804	0.04%	$4.2M	-6,282 (-7.7%)
79	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	72,984	0.04%	$3.7M	+1,298 (+1.8%)
80	Savant Capital, LLC	71,825	0.04%	$4.0M	+66,277 (+1194.6%)
81	MEITAV INVESTMENT HOUSE LTD	71,677	0.04%	$3.7M	+17,507 (+32.3%)
82	MAD RIVER INVESTORS	70,369	0.04%	$3.6M	+30 (+0.0%)
83	DecisionMap Wealth Management, LLC	65,390	0.03%	$3.3M	+4,481 (+7.4%)
84	PYA Waltman Capital, LLC	64,923	0.03%	$3.3M	-315 (-0.5%)
85	FIRST TRUST ADVISORS LP	64,721	0.03%	$3.3M	-12,259 (-15.9%)
86	AM INVESTMENT STRATEGIES LLC	64,380	0.03%	$3.3M	-999 (-1.5%)
87	EVEXIA WEALTH LLC	63,434	0.03%	$3.5M	+6,923 (+12.3%)
88	SFMG, LLC	63,247	0.03%	$3.2M	+6,332 (+11.1%)
89	Spire Wealth Management	62,903	0.03%	$3.2M	+8,217 (+15.0%)
90	Wealthspire Advisors, LLC	62,642	0.03%	$3.2M	NEW
91	Milestone Asset Management Group, LLC	62,545	0.03%	$3.2M	+1,057 (+1.7%)
92	VISTA INVESTMENT PARTNERS II, LLC	61,819	0.03%	$3.2M	+6,433 (+11.6%)
93	Farther Finance Advisors, LLC	61,541	0.03%	$3.1M	+4,075 (+7.1%)
94	ELEMENT POINTE ADVISORS, LLC	60,029	0.03%	$3.1M	+2,908 (+5.1%)
95	Smart Money Group LLC	59,633	0.03%	$3.0M	-227 (-0.4%)
96	Cambridge Advisors Inc.	59,471	0.03%	$3.0M	+943 (+1.6%)
97	Brookstone Capital Management	58,955	0.03%	$3.0M	+3,520 (+6.3%)
98	Farringdon Capital, Ltd.	58,767	0.03%	$3.0M	+8,001 (+15.8%)
99	Avenir Tech Ltd	58,616	0.03%	$3.0M	—
100	Advisory Services Network, LLC	54,812	0.03%	$2.8M	-5,455 (-9.1%)
101	US BANCORP \DE\	54,457	0.03%	$2.8M	+37,051 (+212.9%)
102	PTM WEALTH MANAGEMENT, LLC	54,323	0.03%	$3.0M	+3,801 (+7.5%)
103	KDK Private Wealth Management, LLC	54,002	0.03%	$2.8M	+983 (+1.9%)
104	NewEdge Advisors, LLC	53,790	0.03%	$2.7M	-25,151 (-31.9%)
105	First Heartland Consultants, Inc.	52,945	0.03%	$2.7M	+290 (+0.6%)
106	Perigon Wealth Management, LLC	52,099	0.03%	$2.7M	+39,761 (+322.3%)
107	LFG Wealth Partners, LLC	51,869	0.03%	$2.6M	+7,768 (+17.6%)
108	Kingsview Wealth Management, LLC	50,194	0.03%	$2.6M	-3,159 (-5.9%)
109	Abundance Wealth Counselors	49,996	0.03%	$2.6M	+25,127 (+101.0%)
110	NWAM LLC	49,145	0.02%	$2.5M	-1,349 (-2.7%)
111	IPG Investment Advisors LLC	48,962	0.02%	$2.5M	+13,702 (+38.9%)
112	PROMETHIUM ADVISORS,LLC	48,532	0.02%	$2.5M	NEW
113	Haven Private, LLC	46,555	0.02%	$2.4M	+2,188 (+4.9%)
114	Traynor Capital Management, Inc.	45,867	0.02%	$2.3M	-49,682 (-52.0%)
115	MISSION WEALTH MANAGEMENT, LP	45,710	0.02%	$2.3M	+27,012 (+144.5%)
116	MAI Capital Management	45,679	0.02%	$2.3M	+28,489 (+165.7%)
117	Virtu Financial LLC	45,452	0.02%	$2.3M	+37,839 (+497.0%)
118	BEAM WEALTH ADVISORS, INC.	44,310	0.02%	$2.3M	+1,060 (+2.5%)
119	ARBOR CAPITAL MANAGEMENT INC /ADV	43,715	0.02%	$2.3M	-9,207 (-17.4%)
120	Fiduciary Alliance LLC	43,631	0.02%	$2.2M	+1,099 (+2.6%)
121	SCS Capital Management LLC	43,492	0.02%	$2.2M	+3,318 (+8.3%)
122	NorthCoast Asset Management LLC	43,154	0.02%	$2.2M	-47 (-0.1%)
123	Van Hulzen Asset Management, LLC	43,043	0.02%	$2.2M	-213,272 (-83.2%)
124	Pasadena Private Wealth, LLC	41,493	0.02%	$2.1M	-2,966 (-6.7%)
125	LPL Financial LLC	41,405	0.02%	$2.1M	+12,704 (+44.3%)
126	PANORAMIC INVESTMENT ADVISORS, LLC	40,882	0.02%	$2.1M	+40 (+0.1%)
127	Spectrum Strategic Capital Management, LLC	40,810	0.02%	$2.1M	+9,190 (+29.1%)
128	QTR Family Wealth, LLC	40,017	0.02%	$2.0M	-3,267 (-7.5%)
129	CAMBIENT FAMILY OFFICE, LLC	39,742	0.02%	$2.0M	-11,110 (-21.8%)
130	Global Retirement Partners, LLC	39,686	0.02%	$2.0M	NEW
131	Joel Isaacson & Co., LLC	39,244	0.02%	$2.0M	+1,552 (+4.1%)
132	Cerity Partners LLC	39,142	0.02%	$2.0M	+1,895 (+5.1%)
133	Valeo Financial Advisors, LLC	38,852	0.02%	$2.0M	-3,574 (-8.4%)
134	CAPTRUST FINANCIAL ADVISORS	38,310	0.02%	$2.0M	+2,475 (+6.9%)
135	MERCER GLOBAL ADVISORS INC /ADV	38,191	0.02%	$1.9M	+5,627 (+17.3%)
136	Sivia Capital Partners, LLC	35,752	0.02%	$1.8M	NEW
137	Bank of New York Mellon Corp	35,513	0.02%	$1.8M	+4,296 (+13.8%)
138	Savvy Advisors, Inc.	35,003	0.02%	$1.8M	+27,991 (+399.2%)
139	Claar Advisors LLC	35,000	0.02%	$1.8M	-201,248 (-85.2%)
140	LaSalle St. Investment Advisors, LLC	34,952	0.02%	$1.8M	-10,254 (-22.7%)
141	Blue Trust, Inc.	34,904	0.02%	$1.8M	+54 (+0.2%)
142	BROWN BROTHERS HARRIMAN & CO	34,221	0.02%	$1.7M	+7,794 (+29.5%)
143	Garde Capital, Inc.	34,083	0.02%	$1.7M	+23,357 (+217.8%)
144	Strategies Wealth Advisors, LLC	33,962	0.02%	$1.7M	+3,245 (+10.6%)
145	Keel Point, LLC	33,428	0.02%	$1.7M	+159 (+0.5%)
146	CRA Financial Services, LLC	33,327	0.02%	$1.7M	+2,172 (+7.0%)
147	Wealthcare Advisory Partners LLC	33,084	0.02%	$1.7M	-291 (-0.9%)
148	Signal Advisors Wealth, LLC	32,084	0.02%	$1.6M	+8,750 (+37.5%)
149	Innovative Advisory Group, LLC	32,035	0.02%	$1.6M	-3,894 (-10.8%)
150	FIDELIS CAPITAL PARTNERS, LLC	31,753	0.02%	$1.6M	+5,203 (+19.6%)
151	Wellspring Financial Advisors, LLC	30,956	0.02%	$1.6M	—
152	Modus Advisors, LLC	30,690	0.02%	$1.6M	-4,644 (-13.1%)
153	Arax Advisory Partners	30,647	0.02%	$1.6M	+28,839 (+1595.1%)
154	SMART Wealth LLC	30,610	0.02%	$1.6M	-6,877 (-18.3%)
155	JOHNSON INVESTMENT COUNSEL INC	30,533	0.02%	$1.6M	+1,910 (+6.7%)
156	Abound Wealth Management	30,221	0.02%	$1.5M	+1,150 (+4.0%)
157	Walser Wealth Management Company, A Ltd Liability Co	29,878	0.02%	$1.5M	-2,326 (-7.2%)
158	Firestone Capital Management	29,780	0.02%	$1.5M	+122 (+0.4%)
159	Guild Investment Management, Inc.	29,587	0.01%	$1.5M	-764 (-2.5%)
160	Beacon Pointe Advisors, LLC	29,525	0.01%	$1.5M	+3,361 (+12.8%)
161	Arete Wealth Advisors, LLC	29,323	0.01%	$1.5M	+5,130 (+21.2%)
162	Waverly Advisors, LLC	29,274	0.01%	$1.5M	+2,497 (+9.3%)
163	180 WEALTH ADVISORS, LLC	29,198	0.01%	$1.5M	-2,462 (-7.8%)
164	WealthPlan Investment Management, LLC	29,141	0.01%	$1.5M	-82 (-0.3%)
165	Pathstone Holdings, LLC	28,531	0.01%	$1.5M	-29,802 (-51.1%)
166	Walleye Trading LLC	28,469	0.01%	$1.5M	-4,646 (-14.0%)
167	Precision Wealth Strategies, LLC	28,456	0.01%	$1.5M	+7,328 (+34.7%)
168	AE Wealth Management LLC	28,184	0.01%	$1.4M	+4,820 (+20.6%)
169	Alchemi Wealth, LLC	28,144	0.01%	$1.4M	+5,120 (+22.2%)
170	Financial Designs Corp	28,136	0.01%	$1.4M	-2,073 (-6.9%)
171	High Note Wealth, LLC	27,801	0.01%	$1.4M	NEW
172	MONETA GROUP INVESTMENT ADVISORS LLC	27,474	0.01%	$1.4M	+5,038 (+22.5%)
173	Steward Partners Investment Advisory, LLC	27,420	0.01%	$1.4M	+5,100 (+22.8%)
174	Fort Point Capital Partners LLC	27,393	0.01%	$1.4M	NEW
175	VISTA FINANCE, LLC	27,288	0.01%	$1.4M	-700 (-2.5%)
176	Permian Investment Partners, LP	27,000	0.01%	$1.4M	—
177	Pallas Capital Advisors LLC	26,993	0.01%	$1.4M	+6,246 (+30.1%)
178	Integrated Wealth Concepts LLC	26,818	0.01%	$1.4M	-1,991 (-6.9%)
179	COFG Advisors, LLC	26,274	0.01%	$1.3M	-10,750 (-29.0%)
180	Peloton Wealth Strategists	26,153	0.01%	$1.3M	+1,582 (+6.4%)
181	BANK OF AMERICA CORP /DE/	25,977	0.01%	$1.3M	-3,019 (-10.4%)
182	Betterment LLC	25,811	0.01%	$1.3M	+4,285 (+19.9%)
183	STANSBERRY ASSET MANAGEMENT, LLC	25,619	0.01%	$1.3M	+1,079 (+4.4%)
184	Merit Financial Group, LLC	24,759	0.01%	$1.3M	-683 (-2.7%)
185	Atria Investments, Inc	24,542	0.01%	$1.3M	+7,859 (+47.1%)
186	Clearstead Advisors, LLC	23,996	0.01%	$1.2M	-562 (-2.3%)
187	GK Wealth Management LLC	23,957	0.01%	$1.2M	NEW
188	BEARING POINT CAPITAL, LLC	23,756	0.01%	$1.2M	-7,480 (-23.9%)
189	NewEdge Wealth, LLC	23,448	0.01%	$1.2M	+502 (+2.2%)
190	Objective Capital Management, LLC	23,436	0.01%	$1.2M	—
191	JT Stratford LLC	23,428	0.01%	$1.2M	NEW
192	Cane Capital Partners, LLC	23,340	0.01%	$1.2M	-3,430 (-12.8%)
193	Venture Visionary Partners LLC	22,800	0.01%	$1.2M	NEW
194	MARIPAU WEALTH MANAGEMENT LLC	22,609	0.01%	$1.2M	+13,177 (+139.7%)
195	Highland Financial Advisors, LLC	22,085	0.01%	$1.1M	+1,554 (+7.6%)
196	Wedmont Private Capital	22,064	0.01%	$1.2M	+11,151 (+102.2%)
197	TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	22,010	0.01%	$1.1M	—
198	SkyOak Wealth, LLC	21,944	0.01%	$1.1M	NEW
199	World Investment Advisors	21,653	0.01%	$1.3M	-486 (-2.2%)
200	Camelot Portfolios, LLC	21,402	0.01%	$1.1M	-9 (-0.0%)
201	Principle Wealth Partners LLC	21,166	0.01%	$1.1M	-4,177 (-16.5%)
202	Mills Wealth Advisors LLC	21,033	0.01%	$1.1M	+2,233 (+11.9%)
203	Financial Management Professionals, Inc.	20,798	0.01%	$1.1M	—
204	Bryn Mawr Trust Advisors, LLC	20,785	0.01%	$1.1M	+1,116 (+5.7%)
205	WEALTH ALLIANCE, LLC	20,292	0.01%	$1.0M	+196 (+1.0%)
206	RAYMOND JAMES FINANCIAL INC	20,181	0.01%	$1.0M	-1,078 (-5.1%)
207	Bleakley Financial Group, LLC	19,826	0.01%	$1.0M	+714 (+3.7%)
208	Vise Technologies, Inc.	19,742	0.01%	$1.0M	+2,693 (+15.8%)
209	Hubbell Strickland Wealth Management, LLC	19,737	0.01%	$1.0M	-346 (-1.7%)
210	Financial Partners Group, Inc	19,664	0.01%	$1.0M	-5,341 (-21.4%)
211	LifeGoal Investments, LLC	19,381	0.01%	$989K	—
212	Aries Wealth Management	19,096	0.01%	$975K	-52 (-0.3%)
213	Sankala Group LLC	18,763	0.01%	$1.1M	+9,549 (+103.6%)
214	SILVERLAKE WEALTH MANAGEMENT LLC	18,640	0.01%	$952K	-597 (-3.1%)
215	GAMCO INVESTORS, INC. ET AL	18,100	0.01%	$924K	+600 (+3.4%)
216	Parallel Advisors, LLC	17,679	0.01%	$903K	-899 (-4.8%)
217	Benchmark Financial Wealth Advisors, LLC	17,406	0.01%	$889K	-2,257 (-11.5%)
218	Soltis Investment Advisors LLC	17,167	0.01%	$876K	-1,092 (-6.0%)
219	Stratos Wealth Partners, LTD.	17,121	0.01%	$874K	NEW
220	JSF Financial, LLC	17,059	0.01%	$871K	+5,680 (+49.9%)
221	Osbon Capital Management LLC	16,921	0.01%	$864K	+11 (+0.1%)
222	Sovran Advisors, LLC	16,921	0.01%	$940K	+3,713 (+28.1%)
223	MTM Investment Management, LLC	16,741	0.01%	$855K	-1,993 (-10.6%)
224	Revisor Wealth Management LLC	16,723	0.01%	$854K	+1,398 (+9.1%)
225	BANK OF MONTREAL /CAN/	16,719	0.01%	$854K	-3,436 (-17.0%)
226	CONDOR CAPITAL MANAGEMENT	16,571	0.01%	$846K	+1,260 (+8.2%)
227	Mustard Seed Financial, LLC	16,497	0.01%	$842K	+3 (+0.0%)
228	Bedel Financial Consulting, Inc.	16,368	0.01%	$836K	+191 (+1.2%)
229	Proficio Capital Partners LLC	16,075	0.01%	$821K	-1,200 (-6.9%)
230	Clark Wealth Partners	16,006	0.01%	$817K	+15,991 (+106606.7%)
231	Timber Creek Capital Management LLC	15,737	0.01%	$803K	+4,363 (+38.4%)
232	Strive Financial Group ,LLC	15,641	0.01%	$798K	NEW
233	Essex Financial Services, Inc.	15,602	0.01%	$797K	-1,189 (-7.1%)
234	Stratos Wealth Advisors, LLC	15,596	0.01%	$796K	-76 (-0.5%)
235	CIM, LLC	15,480	0.01%	$790K	+338 (+2.2%)
236	Relyea Zuckerberg Hanson LLC	15,245	0.01%	$778K	+883 (+6.1%)
237	Waldron Private Wealth LLC	15,080	0.01%	$770K	+1,710 (+12.8%)
238	WESCAP Management Group, Inc.	14,901	0.01%	$761K	—
239	GREAT VALLEY ADVISOR GROUP, INC.	14,883	0.01%	$759K	-416 (-2.7%)
240	CFO4Life Group, LLC	14,861	0.01%	$759K	+5,073 (+51.8%)
241	Robertson Stephens Wealth Management, LLC	14,803	0.01%	$756K	+501 (+3.5%)
242	Marietta Wealth Management, LLC	14,470	0.01%	$739K	—
243	Strata Wealth Advisors, LLC	14,373	0.01%	$734K	—
244	KFG WEALTH MANAGEMENT, LLC	14,372	0.01%	$734K	+4,164 (+40.8%)
245	National Wealth Management Group, LLC	14,286	0.01%	$729K	-2,162 (-13.1%)
246	Ancora Advisors LLC	14,145	0.01%	$722K	-5,759 (-28.9%)
247	Five Pine Wealth Management	13,984	0.01%	$714K	+1,921 (+15.9%)
248	COMMERCE BANK	13,959	0.01%	$713K	+1,787 (+14.7%)
249	Upper Left Wealth Management, LLC	13,774	0.01%	$703K	+693 (+5.3%)
250	Sunesis Advisors, LLC	13,761	0.01%	$702K	—

Exited since 2026-03-31 (92 filers; largest 25 shown)

D. E. Shaw & Co., Inc.	−237,000
Private Advisor Group, LLC	−158,610
BNC WEALTH MANAGEMENT, LLC	−135,225
CWM, LLC	−103,637
EXENCIAL WEALTH ADVISORS, LLC	−80,117
Eaton Financial Holdings Company, LLC	−71,748
INTERCAPITAL, LLC	−47,000
TRED AVON FAMILY WEALTH, LLC	−40,063
Gem Investment Advisors, LLC	−40,000
EVOKE WEALTH, LLC	−25,300
FRG Family Wealth Advisors LLC	−25,205
U.S. Capital Wealth Advisors, LLC	−22,397
ShoreHaven Wealth Partners, LLC	−21,934
Vivaldi Capital Management LP	−21,484
Strategic Financial Planning, Inc.	−20,979
NKCFO LLC	−20,000
LIFE LINE WEALTH MANAGEMENT LLC	−18,682
Demars Financial Group, LLC	−17,402
Holland Advisory Services, Inc.	−17,060
Strategic Family Wealth Counselors, L.L.C.	−16,763
GARDNER LEWIS ASSET MANAGEMENT L P	−13,535
OLD NATIONAL BANCORP /IN/	−13,350
Apollon Wealth Management, LLC	−12,642
JB Capital LLC	−12,421
Orion Porfolio Solutions, LLC	−12,212

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.