Overview
May 11, 1995Founded1
Timeline
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 54. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| Prospera Financial Services Inc | 219,323 | $9.6M | 0.1% | −38,641 |
| Morgan Stanley | 207,934 | $9.1M | 0.0% | −11,906 |
| Wells Fargo & Company/mn | 179,651 | $7.9M | 0.0% | −1,514 |
| LPL Financial LLC | 146,064 | $6.4M | 0.0% | −81,275 |
| Bank Of America Corp /de/ | 125,795 | $5.5M | 0.0% | −2,632 |
| UBS Group AG | 104,816 | $4.6M | 0.0% | −16,152 |
| Raymond James Financial Inc | 55,386 | $2.4M | 0.0% | −3,745 |
| Global Retirement Partners, LLC | 30,663 | $1.3M | 0.0% | New |
| Geneos Wealth Management Inc. | 25,231 | $1.1M | 0.0% | −4,409 |
| Royal Bank Of Canada | 22,420 | $982.0K | 0.0% | −396 |
| Sun Financial Inc | 23,240 | $974.3K | 0.5% | −1 |
| Susquehanna International Group, Llp | 21,789 | $954.3K | 0.0% | +7,050 |
| Mariner, LLC | 21,125 | $925.2K | 0.0% | −1,210 |
| Oppenheimer & Co Inc | 19,790 | $866.8K | 0.0% | −85 |
| Private Advisor Group, LLC | 18,669 | $817.6K | 0.0% | +207 |
| World Equity Group, Inc. | 17,017 | $745.3K | 0.2% | No change |
| Proactive Wealth Strategies LLC | 15,969 | $699.4K | 0.1% | −740 |
| Atria Investments, Inc | 15,720 | $688.5K | 0.0% | −1,187 |
| Trueblood Wealth Management, LLC | 15,686 | $687.0K | 0.2% | No change |
| PCG Wealth Advisors, LLC | 15,068 | $660.0K | 0.1% | No change |
| Ewa, LLC | 14,255 | $624.3K | 0.1% | New |
| Citadel Advisors LLC | 13,816 | $605.1K | 0.0% | +145 |
| Osaic Holdings, Inc. | 12,515 | $548.2K | 0.0% | +336 |
| Kestra Advisory Services, LLC | 12,090 | $529.5K | 0.0% | −3,934 |
| NewEdge Advisors, LLC | 10,751 | $470.9K | 0.0% | −1,394 |
13F reports cover disclosed long positions in U.S. stocks only.
Sources
The numbers on this page point here. Each one links to the record it came from.
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