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.

ExxonMobil Holdings Corp

CIK 0002115436XOM· quarter ending 2026-06-30

Shares outstanding

4,111,911,960

as of 2026-06-30 · 10-Q cover page, filed 2026-08-03

Held by 13F filers

52,392,980

1.3% of shares outstanding

Holders

401

+396 vs 2026-03-31 · 396 new, 0 exited

Value

$7.2B

shares +135932.7% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-03, as of 2026-06-30)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	XOM · NYSE	4,111,911,960	52,392,980	1.3%	401	30233Q108

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
	30233Q108	Stock	401	52,392,980	4,111,911,960	1.3%	$7.2B	1 call / 0 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 401 · 30233Q108)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	Amundi	22,318,051	0.54%	$3.1B	NEW
2	Ensign Peak Advisors, Inc	4,222,319	0.10%	$577.3M	NEW
3	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	2,671,103	0.06%	$365.2M	NEW
4	Cullen Capital Management, LLC	1,492,052	0.04%	$204.0M	NEW
5	GREAT LAKES ADVISORS, LLC	1,441,371	0.04%	$197.1M	NEW
6	ADAMS NATURAL RESOURCES FUND, INC.	1,346,355	0.03%	$184.1M	NEW
7	Bogart Wealth, LLC	1,202,952	0.03%	$164.5M	NEW
8	Bahl & Gaynor LLC	866,409	0.02%	$118.5M	NEW
9	KORNITZER CAPITAL MANAGEMENT INC /KS	651,044	0.02%	$89.0M	NEW
10	ARGENT CAPITAL MANAGEMENT LLC	537,947	0.01%	$73.5M	NEW
11	S&CO INC	526,003	0.01%	$71.9M	NEW
12	Quotient Wealth Partners, LLC	475,070	0.01%	$65.0M	NEW
13	FOUNDATION RESOURCE MANAGEMENT INC	420,834	0.01%	$57.5M	NEW
14	DAYMARK WEALTH PARTNERS, LLC	325,142	0.01%	$44.5M	NEW
15	Williams Jones Wealth Management, LLC.	296,164	0.01%	$40.5M	NEW
16	Confluence Wealth Services, Inc.	294,079	0.01%	$40.2M	NEW
17	MARTINGALE ASSET MANAGEMENT L P	273,090	0.01%	$37.3M	NEW
18	Hikari Power Ltd	252,500	0.01%	$34.5M	NEW
19	LVM CAPITAL MANAGEMENT LTD/MI	248,897	0.01%	$34.0M	NEW
20	Willis Investment Counsel	246,874	0.01%	$33.8M	NEW
21	McGowan Group Asset Management, Inc.	243,426	0.01%	$33.3M	NEW
22	Clear Trail Advisors, LLC	235,825	0.01%	$32.2M	NEW
23	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	228,323	0.01%	$31.2M	NEW
24	CULLINAN ASSOCIATES INC	210,525	0.01%	$28.8M	NEW
25	Azimuth Capital Investment Management LLC	208,690	0.01%	$28.5M	NEW
26	Arkadios Wealth Advisors	207,934	0.01%	$28.4M	NEW
27	Madison Asset Management, LLC	207,414	0.01%	$28.4M	NEW
28	Fifth Third Wealth Advisors LLC	204,823	0.00%	$28.0M	NEW
29	ST GERMAIN D J CO INC	201,117	0.00%	$27.5M	NEW
30	SCHWERIN BOYLE CAPITAL MANAGEMENT INC	197,612	0.00%	$27.0M	NEW
31	FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	197,161	0.00%	$27.0M	NEW
32	GARDNER RUSSO & QUINN LLC	181,200	0.00%	$24.8M	NEW
33	ROFFMAN MILLER ASSOCIATES INC /PA/	170,394	0.00%	$23.3M	NEW
34	Crestwood Advisors Group, LLC	168,072	0.00%	$23.0M	NEW
35	Icon Wealth Advisors, LLC	155,708	0.00%	$21.3M	NEW
36	Cyndeo Wealth Partners, LLC	153,038	0.00%	$20.9M	NEW
37	ROTHSCHILD INVESTMENT LLC	149,044	0.00%	$20.4M	NEW
38	South Dakota Investment Council	145,930	0.00%	$20.0M	NEW
39	LEE DANNER & BASS INC	144,891	0.00%	$19.8M	NEW
40	OpenArc Corporate Advisory, LLC	143,034	0.00%	$19.6M	NEW
41	Stonebridge Capital Advisors LLC	135,930	0.00%	$18.6M	NEW
42	Allied Investment Advisors, LLC	128,268	0.00%	$17.5M	NEW
43	ABNER HERRMAN & BROCK LLC	126,765	0.00%	$17.3M	NEW
44	CARY STREET PARTNERS FINANCIAL LLC	125,803	0.00%	$17.2M	NEW
45	Cheviot Value Management, LLC	124,616	0.00%	$17.0M	NEW
46	Quantitative Investment Management, LLC	123,394	0.00%	$16.9M	NEW
47	SBI Securities Co., Ltd.	121,250	0.00%	$16.6M	NEW
48	LYNCH & ASSOCIATES/IN	119,507	0.00%	$16.3M	NEW
49	HARBOUR INVESTMENTS, INC.	114,436	0.00%	$15.6M	NEW
50	FRED ALGER MANAGEMENT, LLC	113,800	0.00%	$15.6M	NEW
51	LATHROP INVESTMENT MANAGEMENT CO	112,053	0.00%	$15.3M	NEW
52	HARVEY INVESTMENT CO LLC	111,699	0.00%	$15.3M	NEW
53	CERTUITY, LLC	105,578	0.00%	$14.4M	NEW
54	JOHN G ULLMAN & ASSOCIATES INC	104,450	0.00%	$14.3M	NEW
55	Wellington Shields Capital Management, LLC	102,822	0.00%	$14.1M	NEW
56	TOWER BRIDGE ADVISORS	101,825	0.00%	$13.9M	NEW
57	Valeo Financial Advisors, LLC	100,404	0.00%	$13.7M	NEW
58	TRANSCEND CAPITAL ADVISORS, LLC	98,049	0.00%	$13.4M	NEW
59	NAVELLIER & ASSOCIATES INC	95,411	0.00%	$13.0M	NEW
60	Ipswich Investment Management Co., Inc.	89,933	0.00%	$12.3M	NEW
61	Anchor Investment Management, LLC	89,385	0.00%	$12.2M	NEW
62	Parallel Advisors, LLC	88,355	0.00%	$12.1M	NEW
63	Warther Private Wealth, LLC	88,251	0.00%	$12.1M	NEW
64	Allen Mooney & Barnes Investment Advisors LLC	85,466	0.00%	$11.7M	NEW
65	Southeast Asset Advisors, LLC	85,332	0.00%	$11.7M	NEW
66	Nilsine Partners, LLC	83,492	0.00%	$11.4M	NEW
67	EVENTIDE ASSET MANAGEMENT, LLC	83,010	0.00%	$11.3M	NEW
68	Tufton Capital Management	81,728	0.00%	$11.2M	NEW
69	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	79,922	0.00%	$10.9M	NEW
70	SYON CAPITAL LLC	79,377	0.00%	$10.9M	NEW
71	ROWLANDMILLER & PARTNERS.ADV	79,239	0.00%	$10.8M	NEW
72	Wellington Shields & Co., LLC	78,755	0.00%	$10.8M	NEW
73	Washington Trust Advisors, Inc.	78,246	0.00%	$10.7M	NEW
74	Franklin, Parlapiano, Turner & Welch, LLC	71,818	0.00%	$9.8M	NEW
75	NTV Asset Management LLC	69,250	0.00%	$9.5M	NEW
76	Baldwin Investment Management, LLC	67,677	0.00%	$9.3M	NEW
77	SAGESPRING WEALTH PARTNERS, LLC	67,576	0.00%	$9.2M	NEW
78	PHILADELPHIA TRUST CO	64,598	0.00%	$8.8M	NEW
79	QV Investors Inc.	63,161	0.00%	$8.6M	NEW
80	Knuff & Co LLC	62,922	0.00%	$8.6M	NEW
81	Mengis Capital Management, Inc.	62,238	0.00%	$8.5M	NEW
82	WHALEROCK POINT PARTNERS, LLC	61,678	0.00%	$8.4M	NEW
83	THOROUGHBRED FINANCIAL SERVICES, LLC	60,671	0.00%	$8.3M	NEW
84	SENTINEL TRUST CO LBA	59,816	0.00%	$8.2M	NEW
85	Elyxium Wealth, LLC	58,100	0.00%	$7.9M	NEW
86	MCDANIEL TERRY & CO	57,973	0.00%	$7.9M	NEW
87	North Star Investment Management Corp.	57,716	0.00%	$7.9M	NEW
88	Alteri Wealth LLC	56,283	0.00%	$7.7M	NEW
89	SIT INVESTMENT ASSOCIATES INC	55,225	0.00%	$7.5M	NEW
90	DOHENY ASSET MANAGEMENT /CA	53,624	0.00%	$7.3M	NEW
91	RESOURCES MANAGEMENT CORP /CT/ /ADV	53,233	0.00%	$7.3M	NEW
92	BCM ADVISORS, LLC	53,050	0.00%	$8.3M	NEW
93	Strategic Blueprint, LLC	52,456	0.00%	$7.2M	NEW
94	Violich Capital Management, Inc.	52,425	0.00%	$7.2M	NEW
95	MITCHELL CAPITAL MANAGEMENT CO	52,137	0.00%	$7.1M	NEW
96	WILKINS INVESTMENT COUNSEL INC	51,548	0.00%	$7.0M	NEW
97	AdvisorNet Financial, Inc	51,178	0.00%	$7.0M	NEW
98	Financial & Tax Architects, LLC	50,978	0.00%	$7.0M	NEW
99	Strategic Wealth Partners, Ltd.	50,735	0.00%	$6.9M	NEW
100	VIKING FUND MANAGEMENT LLC	50,000	0.00%	$6.8M	NEW
101	Empire Life Investments Inc.	48,670	0.00%	$6.7M	NEW
102	Keystone Financial Planning, Inc.	47,994	0.00%	$6.6M	NEW
103	Deane Retirement Strategies, Inc.	47,958	0.00%	$6.6M	NEW
104	Hillsdale Investment Management Inc.	47,830	0.00%	$6.5M	NEW
105	SMITH, MOORE & CO.	47,375	0.00%	$6.5M	NEW
106	BRIAN LOW FINANCIAL GROUP, LLC	47,268	0.00%	$6.5M	NEW
107	JEPPSON WEALTH MANAGEMENT, LLC	47,219	0.00%	$6.5M	NEW
108	ASSET PLANNING SERVICES INC /LA/ /ADV	45,770	0.00%	$6.3M	NEW
109	BECK MACK & OLIVER LLC	44,937	0.00%	$6.1M	NEW
110	CENTAURUS FINANCIAL, INC.	43,405	0.00%	$5.9M	NEW
111	Altrius Capital Management Inc	43,052	0.00%	$5.9M	NEW
112	Ethos Financial Group, LLC	42,684	0.00%	$6.7M	NEW
113	FOSTER & MOTLEY INC	42,666	0.00%	$5.8M	NEW
114	Atlas Brown,Inc.	42,288	0.00%	$5.8M	NEW
115	GREATMARK INVESTMENT PARTNERS, INC.	41,642	0.00%	$5.7M	NEW
116	Curbstone Financial Management Corp	41,214	0.00%	$5.6M	NEW
117	Nicholas Hoffman & Company, LLC.	40,981	0.00%	$5.6M	NEW
118	Orographic Financial Advisors, LLC	40,909	0.00%	$6.5M	NEW
119	Morse Asset Management, Inc	40,793	0.00%	$5.6M	NEW
120	EverSource Wealth Advisors, LLC	40,280	0.00%	$5.5M	NEW
121	Select Asset Management & Trust	40,229	0.00%	$5.5M	NEW
122	STEEL GROVE CAPITAL ADVISORS, LLC	39,966	0.00%	$5.5M	NEW
123	HARBOR INVESTMENT ADVISORY, LLC	39,631	0.00%	$5.4M	NEW
124	Financial Security Advisor, Inc.	39,491	0.00%	$5.4M	NEW
125	BURLING WEALTH PARTNERS, LLC	39,186	0.00%	$5.4M	NEW
126	Fairvoy Private Wealth, LLC	38,889	0.00%	$5.3M	NEW
127	FourThought Financial Partners, LLC	38,235	0.00%	$5.2M	NEW
128	VALLEY WEALTH MANAGERS, INC.	37,021	0.00%	$5.1M	NEW
129	InvesTrust	36,755	0.00%	$5.0M	NEW
130	CARRET ASSET MANAGEMENT, LLC	36,478	0.00%	$5.0M	NEW
131	BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL	36,162	0.00%	$4.9M	NEW
132	PRECEDENT WEALTH PARTNERS, LLC	35,202	0.00%	$4.8M	NEW
133	Premier Path Wealth Partners, LLC	34,619	0.00%	$4.7M	NEW
134	BURNS J W & CO INC/NY	34,581	0.00%	$4.7M	NEW
135	Greenline Partners, LLC	34,296	0.00%	$4.7M	NEW
136	Heritage Wealth Advisors	32,827	0.00%	$4.5M	NEW
137	Commonwealth Retirement Investments LLC	32,750	0.00%	$4.5M	NEW
138	LRI Investments, LLC	32,626	0.00%	$4.5M	NEW
139	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	32,570	0.00%	$4.5M	NEW
140	NKCFO LLC	31,950	0.00%	$4.4M	NEW
141	Grey Ledge Advisors, LLC	29,264	0.00%	$4.0M	NEW
142	Private Capital Advisors, Inc.	27,815	0.00%	$3.8M	NEW
143	CHILTON INVESTMENT CO INC.	27,282	0.00%	$3.7M	NEW
144	AMARILLO NATIONAL BANK	26,910	0.00%	$3.7M	NEW
145	NORTH STAR ASSET MANAGEMENT INC	26,521	0.00%	$3.6M	NEW
146	Colonial Trust Co / SC	26,338	0.00%	$3.6M	NEW
147	Stolper Co	25,234	0.00%	$3.5M	NEW
148	Legacy Financial Advisors, Inc.	24,679	0.00%	$3.4M	NEW
149	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	24,222	0.00%	$3.3M	NEW
150	Fortis Group Advisors, LLC	24,013	0.00%	$3.3M	NEW
151	Ramsay, Stattman, Vela & Price, Inc.	23,533	0.00%	$3.2M	NEW
152	CORRECT CAPITAL WEALTH MANAGEMENT	22,937	0.00%	$3.1M	NEW
153	Aventura Private Wealth, LLC	22,357	0.00%	$3.1M	NEW
154	IMA Advisory Services, Inc.	21,250	0.00%	$2.9M	NEW
155	PRESILIUM PRIVATE WEALTH, LLC	20,838	0.00%	$2.8M	NEW
156	R.H. Dinel Investment Counsel, Inc.	20,442	0.00%	$2.8M	NEW
157	Resolute Wealth Strategies, LLC	19,868	0.00%	$2.7M	NEW
158	Stiles Financial Services Inc	19,809	0.00%	$2.7M	NEW
159	ADVISORS MANAGEMENT GROUP INC /ADV	19,467	0.00%	$2.7M	NEW
160	COMPASS FINANCIAL MANAGEMENT LLC	19,004	0.00%	$2.9M	NEW
161	St. Clair Advisors, LLC	18,978	0.00%	$2.6M	NEW
162	LYELL WEALTH MANAGEMENT, LP	18,860	0.00%	$2.6M	NEW
163	Corundum Group, Inc.	18,821	0.00%	$2.6M	NEW
164	CREATIVE FINANCIAL DESIGNS INC /ADV	18,767	0.00%	$2.6M	NEW
165	XXI WEALTH, LLC	18,528	0.00%	$2.5M	NEW
166	HOLLENCREST CAPITAL MANAGEMENT	18,352	0.00%	$2.5M	NEW
167	Integrated Investment Consultants, LLC	18,024	0.00%	$2.5M	NEW
168	P.A.W. CAPITAL CORP	17,965	0.00%	$2.5M	-425 (-2.3%)
169	Colonial Trust Advisors	17,548	0.00%	$2.4M	NEW
170	Quent Capital, LLC	16,980	0.00%	$2.3M	NEW
171	Capital Square, LLC	16,948	0.00%	$2.4M	NEW
172	FAIRFIELD, BUSH & CO.	16,837	0.00%	$2.3M	NEW
173	Beaumont Financial Advisors, LLC	16,815	0.00%	$2.3M	NEW
174	Goodman Financial Corp	16,709	0.00%	$2.3M	NEW
175	HENDLEY & CO INC	16,702	0.00%	$2.3M	NEW
176	Kensington Investment Counsel, LLC	16,670	0.00%	$2.3M	NEW
177	VICUS CAPITAL	16,538	0.00%	$2.3M	NEW
178	Cypress Capital Management LLC (WY)	15,925	0.00%	$2.2M	NEW
179	SOA Wealth Advisors, LLC.	15,175	0.00%	$951K	NEW
180	LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA	14,880	0.00%	$2.0M	NEW
181	Silicon Valley Capital Partners	14,539	0.00%	$2.0M	NEW
182	Redwood Investment Management, LLC	14,261	0.00%	$1.9M	NEW
183	Buckland Partners Management Co LLC	14,242	0.00%	$1.9M	NEW
184	PRING TURNER CAPITAL GROUP INC	14,230	0.00%	$2.2M	NEW
185	COZAD ASSET MANAGEMENT INC	13,993	0.00%	$1.9M	NEW
186	CALDWELL SUTTER CAPITAL, INC.	13,755	0.00%	$1.9M	NEW
187	High Note Wealth, LLC	13,698	0.00%	$1.9M	NEW
188	DUMONT & BLAKE INVESTMENT ADVISORS LLC	13,568	0.00%	$1.9M	NEW
189	Rosenberg Matthew Hamilton	13,466	0.00%	$1.8M	NEW
190	Plotkin Financial Advisors, LLC	13,130	0.00%	$1.8M	NEW
191	Hexagon Capital Partners LLC	13,117	0.00%	$1.8M	NEW
192	WEIK CAPITAL MANAGEMENT	13,085	0.00%	$1.8M	NEW
193	L & S Advisors Inc	12,718	0.00%	$1.7M	NEW
194	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	12,548	0.00%	$1.7M	NEW
195	PUREfi Wealth, LLC	12,542	0.00%	$1.7M	NEW
196	DIAMANT ASSET MANAGEMENT, INC.	12,141	0.00%	$1.7M	NEW
197	Nadler Financial Group, Inc.	12,078	0.00%	$1.7M	NEW
198	LifeSteps Financial, Inc.	12,052	0.00%	$1.6M	NEW
199	AUXIER ASSET MANAGEMENT LLC	11,551	0.00%	$1.6M	NEW
200	Root Financial Partners, LLC	11,438	0.00%	$1.6M	NEW
201	Wealthquest Corp	11,384	0.00%	$1.6M	NEW
202	Old Port Advisors	11,319	0.00%	$1.5M	NEW
203	Osprey Private Wealth LLC	11,193	0.00%	$1.5M	NEW
204	WFA of San Diego, LLC	10,888	0.00%	$1.7M	NEW
205	NORRIS PERNE & FRENCH LLP/MI	10,819	0.00%	$1.5M	NEW
206	Princeton Global Asset Management LLC	10,767	0.00%	$1.5M	NEW
207	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	10,745	0.00%	$1.5M	NEW
208	Shah Wealth Advisors, LLC	10,729	0.00%	$1.5M	NEW
209	Rise Advisors, LLC	10,582	0.00%	$1.4M	NEW
210	CAHILL FINANCIAL ADVISORS INC	10,403	0.00%	$1.4M	NEW
211	Westend Capital Management, LLC	10,400	0.00%	$1.4M	NEW
212	REXFORD CAPITAL INC	10,316	0.00%	$1.4M	NEW
213	Smart Money Group LLC	10,073	0.00%	$1.4M	NEW
214	Athena Investment Management	9,979	0.00%	$1.4M	NEW
215	Arax Advisory Partners	9,826	0.00%	$1.3M	NEW
216	WEST PACES ADVISORS INC.	9,801	0.00%	$1.3M	NEW
217	COERENTE CAPITAL MANAGEMENT	9,798	0.00%	$1.3M	NEW
218	Park Place Capital Corp	9,757	0.00%	$1.3M	NEW
219	FOUNDERS GROVE WEALTH PARTNERS, LLC	9,546	0.00%	$1.3M	NEW
220	Olistico Wealth, LLC	9,509	0.00%	$1.3M	NEW
221	WIMMER ASSOCIATES 1, LLC	9,364	0.00%	$1.3M	NEW
222	BEARING POINT CAPITAL, LLC	9,324	0.00%	$1.3M	NEW
223	INVENIO WEALTH PARTNERS LLC	9,189	0.00%	$1.3M	NEW
224	CAPITAL MANAGEMENT ASSOCIATES /NY/	8,852	0.00%	$1.2M	NEW
225	Cohen Capital Management, Inc.	8,850	0.00%	$1.2M	NEW
226	Bullock Wealth Management Group	8,762	0.00%	$1.2M	-352 (-3.9%)
227	KICKSTAND VENTURES, LLC.	8,717	0.00%	$1.2M	NEW
228	Mosley Wealth Management	8,554	0.00%	$1.2M	NEW
229	Mascagni Wealth Management, Inc.	8,527	0.00%	$1.2M	NEW
230	CONSILIO WEALTH ADVISORS, LLC	8,486	0.00%	$1.2M	NEW
231	Landing Point Financial Group, LLC	8,456	0.00%	$1.2M	NEW
232	MILLER HOWARD INVESTMENTS INC /NY	8,454	0.00%	$1.2M	NEW
233	Heartwood Wealth Advisors LLC	8,454	0.00%	$1.2M	NEW
234	ADKINS SEALE CAPITAL MANAGEMENT LLC	8,435	0.00%	$1.2M	—
235	DMC Group, LLC	8,392	0.00%	$1.1M	NEW
236	Lodestone Wealth Management LLC	8,281	0.00%	$1.1M	NEW
237	Advisors Preferred, LLC	8,200	0.00%	$1.1M	NEW
238	Traveka Wealth, LLC	8,121	0.00%	$1.1M	NEW
239	Davis Capital Management	8,067	0.00%	$1.1M	NEW
240	ARGUS INVESTORS' COUNSEL, INC.	7,893	0.00%	$1.1M	NEW
241	Provident Living Financial Services, Inc.	7,827	0.00%	$1.1M	NEW
242	Lumbard & Kellner, LLC	7,826	0.00%	$1.1M	NEW
243	Pointe Capital Management LLC	7,586	0.00%	$1.0M	NEW
244	Plante Moran Financial Advisors, LLC	7,574	0.00%	$1.0M	NEW
245	Aufman Associates Inc	7,558	0.00%	$1.0M	NEW
246	Schorn Wealth LLC	7,461	0.00%	$1.0M	NEW
247	MainStreet Investment Advisors LLC	7,402	0.00%	$1.0M	NEW
248	NORTH POINT PORTFOLIO MANAGERS CORP/OH	7,301	0.00%	$998K	NEW
249	KELLY LAWRENCE W & ASSOCIATES INC/CA	7,283	0.00%	$996K	NEW
250	Allied Private Wealth LLC	6,927	0.00%	$978K	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.

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.