$26.55
+0.19 (+0.72%)
USD · as of 2026-08-21 · marketstack
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | ALPS ADVISORS INC | 19,072,41319.1M | $517M | 13.16% | ADD 7% |
| 2 | Invesco Ltd. | 12,176,90212.2M | $330M | 8.40% | — |
| 3 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 5,808,8835.8M | $158M | 4.01% | ADD 9% |
| 4 | GOLDMAN SACHS GROUP INC | 3,638,7143.6M | $99M | 2.51% | ADD 9% |
| 5 | JPMORGAN CHASE & CO | 3,538,1523.5M | $97M | 2.44% | TRIM -23% |
| 6 | MORGAN STANLEY | 2,805,0092.8M | $76M | 1.93% | ADD 3% |
| 7 | Blackstone Inc. | 696,709696,709 | $19M | 0.48% | — |
| 8 | RAYMOND JAMES FINANCIAL INC | 599,689599,689 | $16M | 0.41% | ADD 3% |
| 9 | UBS Group AG | 473,077473,077 | $13M | 0.33% | TRIM -11% |
| 10 | NATIXIS | 405,800405,800 | $11M | 0.28% | — |
| 11 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | 314,657314,657 | $9M | 0.22% | ADD 2% |
| 12 | ING GROEP NV | 312,600312,600 | $8M | 0.22% | — |
| 13 | KAYNE ANDERSON CAPITAL ADVISORS LP | 250,946250,946 | $7M | 0.17% | NEW |
| 14 | Objectivity Squared, LLC | 235,106235,106 | $6M | 0.16% | ADD 2% |
| 15 | Rockefeller Capital Management L.P. | 233,863233,863 | $6M | 0.16% | — |
| 16 | Corient Private Wealth LLC | 211,385211,385 | $6M | 0.15% | TRIM -51% |
| 17 | BARD ASSOCIATES INC | 183,848183,848 | $5M | 0.13% | — |
| 18 | ROYAL BANK OF CANADA | 176,124176,124 | $5M | 0.12% | ADD 39% |
| 19 | CHICKASAW CAPITAL MANAGEMENT LLC | 139,000139,000 | $4M | 0.10% | NEW |
| 20 | FIRST TRUST ADVISORS LP | 122,386122,386 | $3M | 0.08% | TRIM -12% |
| 21 | CITADEL ADVISORS LLC | 122,338122,338 | $3M | 0.08% | TRIM -57% |
| 22 | PNC FINANCIAL SERVICES GROUP, INC. | 115,530115,530 | $3M | 0.08% | — |
| 23 | TRUIST FINANCIAL CORP | 101,205101,205 | $3M | 0.07% | — |
| 24 | Concurrent Investment Advisors, LLC | 99,99399,993 | $3M | 0.07% | — |
| 25 | Mallini Complete Financial Planning LLC | 94,48994,489 | $3M | 0.07% | — |
| 26 | CFM WEALTH PARTNERS LLC | 92,12592,125 | $2M | 0.06% | — |
| 27 | EXCHANGE TRADED CONCEPTS, LLC | 76,99776,997 | $2M | 0.05% | ADD 20% |
| 28 | WELLS FARGO & COMPANY/MN | 75,35875,358 | $2M | 0.05% | — |
| 29 | HRT FINANCIAL LP | 74,32274,322 | $2M | 0.05% | TRIM -43% |
| 30 | BANK OF AMERICA CORP /DE/ | 74,10574,105 | $2M | 0.05% | TRIM -39% |
| 31 | Sanctuary Advisors, LLC | 73,99173,991 | $2M | 0.05% | ADD 29% |
| 32 | LPL Financial LLC | 70,26170,261 | $2M | 0.05% | ADD 5% |
| 33 | Jump Financial, LLC | 68,58868,588 | $2M | 0.05% | TRIM -37% |
| 34 | Cambridge Investment Research Advisors, Inc. | 60,08060,080 | $2M | 0.04% | ADD 4% |
| 35 | CITIGROUP INC | 59,09259,092 | $2M | 0.04% | TRIM -48% |
| 36 | Chicago Partners Investment Group LLC | 52,25652,256 | $1M | 0.04% | TRIM -8% |
| 37 | Bramshill Investments, LLC | 47,05447,054 | $1M | 0.03% | — |
| 38 | Kestra Advisory Services, LLC | 46,34046,340 | $1M | 0.03% | — |
| 39 | Stockman Wealth Management, Inc. | 45,00145,001 | $1M | 0.03% | — |
| 40 | Penbrook Management LLC | 41,03841,038 | $1M | 0.03% | — |
| 41 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39,76339,763 | $1M | 0.03% | TRIM -45% |
| 42 | SeaCrest Wealth Management, LLC | 36,02036,020 | $976,862 | 0.02% | — |
| 43 | OSAIC HOLDINGS, INC. | 35,46335,463 | $961,718 | 0.02% | TRIM -2% |
| 44 | AMERICAN FINANCIAL GROUP INC | 35,15035,150 | $953,268 | 0.02% | — |
| 45 | DIVIDEND ASSETS CAPITAL, LLC | 31,78931,789 | $862,118 | 0.02% | TRIM -7% |
| 46 | KESTRA PRIVATE WEALTH SERVICES, LLC | 30,38830,388 | $824,120 | 0.02% | ADD 5% |
| 47 | D.A. DAVIDSON & CO. | 28,79028,790 | $780,809 | 0.02% | — |
| 48 | Cetera Investment Advisers | 28,63628,636 | $776,618 | 0.02% | ADD 2% |
| 49 | Alessandra Capital Management, LLC | 23,85023,850 | $646,812 | 0.02% | — |
| 50 | Mutual Advisors, LLC | 22,86122,861 | $619,983 | 0.02% | — |
| 51 | WMG Financial Advisors, LLC | 22,12422,124 | $600,003 | 0.02% | — |
| 52 | CASTLEARK MANAGEMENT LLC | 19,99019,990 | $542,129 | 0.01% | — |
| 53 | Cresset Asset Management, LLC | 19,11719,117 | $518,453 | 0.01% | ADD 119% |
| 54 | Mariner, LLC | 17,51917,519 | $475,107 | 0.01% | ADD 6% |
| 55 | AlphaCore Capital LLC | 16,80016,800 | $455,616 | 0.01% | — |
| 56 | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 16,54816,548 | $448,782 | 0.01% | NEW |
| 57 | Bank of New York Mellon Corp | 16,00916,009 | $434,147 | 0.01% | NEW |
| 58 | Legacy Financial Strategies, LLC | 16,00016,000 | $433,920 | 0.01% | NEW |
| 59 | World Investment Advisors | 14,60614,606 | $396,115 | 0.01% | — |
| 60 | GSA CAPITAL PARTNERS LLP | 14,58914,589 | $396,000 | 0.01% | NEW |
| 61 | HighTower Advisors, LLC | 14,34914,349 | $389,150 | 0.01% | ADD 4% |
| 62 | COMMONWEALTH EQUITY SERVICES, LLC | 13,56413,564 | $367,840 | 0.01% | — |
| 63 | Texas Yale Capital Corp. | 13,40013,400 | $363,408 | 0.01% | ADD 37% |
| 64 | MGO ONE SEVEN LLC | 13,17413,174 | $357,292 | 0.01% | NEW |
| 65 | BNP PARIBAS FINANCIAL MARKETS | 12,89112,891 | $349,604 | 0.01% | ADD 62% |
| 66 | HUB Investment Partners, LLC | 12,00012,000 | $325,440 | 0.01% | TRIM -25% |
| 67 | SPRING CAPITAL MANAGEMENT, LLC | 12,00012,000 | $325,440 | 0.01% | — |
| 68 | F&V Capital Management, LLC | 11,75011,750 | $319,000 | 0.01% | — |
| 69 | Seelaus Asset Management LLC | 11,27811,278 | $305,859 | 0.01% | — |
| 70 | CIBC WORLD MARKET INC. | 10,30410,304 | $279,444 | 0.01% | — |
| 71 | Directional Asset Management | 10,10010,100 | $273,912 | 0.01% | — |
| 72 | Arista Wealth Management, LLC | 10,00010,000 | $271,200 | 0.01% | — |
| 73 | Abel Hall, LLC | 10,00010,000 | $271,200 | 0.01% | — |
| 74 | Tradition Wealth Management, LLC | 9,7559,755 | $264,569 | 0.01% | — |
| 75 | Bravias Capital Group, LLC | 9,1269,126 | $247,506 | 0.01% | — |
| 76 | 49 WEALTH MANAGEMENT, LLC | 9,1259,125 | $247,459 | 0.01% | ADD 2% |
| 77 | Kingsview Wealth Management, LLC | 8,8348,834 | $239,578 | 0.01% | NEW |
| 78 | TSA Wealth Managment LLC | 8,6898,689 | $235,646 | 0.01% | NEW |
| 79 | Focus Partners Wealth | 8,5008,500 | $230,520 | 0.01% | NEW |
| 80 | EVERGREEN CAPITAL MANAGEMENT LLC | 8,0318,031 | $217,807 | 0.01% | NEW |
| 81 | Advisory Advocates, LLC | 8,0008,000 | $216,960 | 0.01% | NEW |
| 82 | Confluence Wealth Services, Inc. | 7,8087,808 | $211,746 | 0.01% | NEW |
| 83 | One Charles Private Wealth Services, LLC | 7,8047,804 | $211,644 | 0.01% | NEW |
| 84 | Tidal Investments LLC | 7,5277,527 | $204,132 | 0.01% | NEW |
| 85 | Perkins Coie Trust Co | 5,3595,359 | $145,282 | 0.00% | TRIM -23% |
| 86 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 5,2845,284 | $143,302 | 0.00% | — |
| 87 | GROUP ONE TRADING LLC | 4,7944,794 | $130,013 | 0.00% | TRIM -24% |
| 88 | VIRTUS ADVISERS, LLC | 4,3564,356 | $118,135 | 0.00% | NEW |
| 89 | First PREMIER Bank | 4,0004,000 | $108,000 | 0.00% | — |
| 90 | MV CAPITAL MANAGEMENT, INC. | 3,8043,804 | $103,178 | 0.00% | ADD 2% |
| 91 | Sunbelt Securities, Inc. | 3,4883,488 | $94,597 | 0.00% | TRIM -6% |
| 92 | JONES FINANCIAL COMPANIES LLLP | 2,5682,568 | $72,337 | 0.00% | — |
| 93 | SIMPLEX TRADING, LLC | 2,1432,143 | $58,118 | 0.00% | NEW |
| 94 | HARBOUR INVESTMENTS, INC. | 2,0002,000 | $54,240 | 0.00% | NEW |
| 95 | JNBA Financial Advisors | 2,0002,000 | $54,240 | 0.00% | — |
| 96 | WALNUT PRIVATE EQUITY PARTNERS, LLC | 1,7561,756 | $47,623 | 0.00% | — |
| 97 | HUNTINGTON NATIONAL BANK | 1,5421,542 | $41,819 | 0.00% | — |
| 98 | CWM, LLC | 1,4001,400 | $37,968 | 0.00% | — |
| 99 | Allworth Financial LP | 1,3751,375 | $37,290 | 0.00% | TRIM -4% |
| 100 | WHITTIER TRUST CO OF NEVADA INC | 1,2501,250 | $34,325 | 0.00% | — |
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| ALPS ADVISORS INC | +1,324,213 | $36M | ADD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | +500,646 | $14M | ADD |
| GOLDMAN SACHS GROUP INC | +294,044 | $8M | ADD |
| KAYNE ANDERSON CAPITAL ADVISORS LP | +250,946 | $7M | OPEN |
| CHICKASAW CAPITAL MANAGEMENT LLC | +139,000 | $4M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| JPMORGAN CHASE & CO | −1,060,921 | $29M | TRIM |
| Corient Private Wealth LLC | −216,355 | $6M | TRIM |
| CITADEL ADVISORS LLC | −160,126 | $4M | TRIM |
| UBS Group AG | −57,501 | $2M | TRIM |
| HRT FINANCIAL LP | −56,096 | $2M | TRIM |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| ALPS ADVISORS INC | 13.5M | 16.0M | 15.6M | 17.1M | 17.7M | 19.1M | $517M |
| Invesco Ltd. | 12.3M | 12.4M | 12.4M | 12.4M | 12.2M | 12.2M | $330M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3.5M | 4.7M | 5.3M | 5.3M | 5.3M | 5.8M | $158M |
| GOLDMAN SACHS GROUP INC | 1.6M | 2.9M | 3.2M | 3.0M | 3.3M | 3.6M | $99M |
| JPMORGAN CHASE & CO | 1.9M | 1.4M | 5.4M | 7.1M | 4.6M | 3.5M | $97M |
| MORGAN STANLEY | 3.1M | 1.4M | 1.1M | 1.2M | 2.7M | 2.8M | $76M |
| Blackstone Inc. | 1.0M | 506K | 654K | 654K | 697K | 697K | $19M |
| RAYMOND JAMES FINANCIAL INC | 590K | 541K | 549K | 563K | 583K | 600K | $16M |
| UBS Group AG | 1.3M | 567K | 880K | 856K | 531K | 473K | $13M |
| NATIXIS | 956K | 956K | 441K | 406K | 406K | 406K | $11M |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 251K | 1.6M | 297K | 307K | 307K | 315K | $9M |
| ING GROEP NV | 80K | — | — | 215K | 313K | 313K | $8M |
| KAYNE ANDERSON CAPITAL ADVISORS LP | — | — | — | — | — | 251K | $7M |
| Objectivity Squared, LLC | 212K | — | 221K | 225K | 230K | 235K | $6M |
| Rockefeller Capital Management L.P. | 212K | 235K | 423K | 234K | 235K | 234K | $6M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Breaks = no 13F that quarter.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
“The Reporting Persons acquired the Common Units reported in this Schedule 13D for investment purposes as part of the consideration payable in connection with the Acquisition described in Item 3. On August 11, 2026, Westerman LP sold an aggregate of 9,072,258 Common Units in a private sale to two purchasers pursuant to Rule 144 of the Securities Act of 1933, as amended, as described in Item 3 of this Amendment. The sale was made for investment management purposes and does not reflect a change in ”
SEC Schedule 13D/G XML · group aggregate.