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 (18 of 18 · 09175N109)
change vs 2026-03-31| # | Filer | Shares | % of class | Value | Change |
|---|---|---|---|---|---|
| 1 | Bank Julius Baer & Co. Ltd, Zurich | 2,833,334 | — | $21.5M | NEW |
| 2 | K2 PRINCIPAL FUND, L.P. | 282,631 | — | $1.9M | NEW |
| 3 | UBS Group AG | 83,475 | — | $571K | NEW |
| 4 | BANK OF MONTREAL /CAN/ | 36,806 | — | $249K | NEW |
| 5 | Baird Financial Group, Inc. | 28,311 | — | $194K | NEW |
| 6 | Virtu Financial LLC | 24,545 | — | $168K | NEW |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 21,919 | — | $150K | NEW |
| 8 | MORGAN STANLEY | 17,024 | — | $116K | NEW |
| 9 | GRIFFIN ASSET MANAGEMENT, INC. | 12,015 | — | $82K | NEW |
| 10 | Integrated Wealth Concepts LLC | 10,000 | — | $68K | NEW |
| 11 | ROYAL BANK OF CANADA | 2,059 | — | $14K | NEW |
| 12 | Hurley Capital, LLC | 1,111 | — | $8K | NEW |
| 13 | Marshall & Sterling Wealth Advisors Inc. | 1,000 | — | $7K | NEW |
| 14 | OSAIC HOLDINGS, INC. | 440 | — | $3K | NEW |
| 15 | Crewe Advisors LLC | 400 | — | $3K | NEW |
| 16 | DHJJ Financial Advisors, Ltd. | 390 | — | $3K | NEW |
| 17 | TD Waterhouse Canada Inc. | 220 | — | $1K | NEW |
| 18 | Creative Capital Management Investments LLC | 100 | — | $684 | NEW |
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 |
|---|---|---|---|---|---|
| Bakhashwain Mohammed | SCHEDULE 13G | 2026-07-14 | 2026-06-30 | 4,332,717 | 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.