13F institutional ownership facts

Institutions tracked

25

Reported value

$137,398,985.00

Reported shares

15,369,014

Latest filing period

Q2 2026

Top institutional holders

  1. Ken Griffin - Citadel Advisors · $20,887,586 · 0%
  2. Wellington Management · $37,666,419 · 0.01%
  3. Israel Englander - Millennium Management · $7,254,578 · <0.01%%
  4. Jamie Dimon - JPMorgan Chase · $27,100,524 · <0.01%%
  5. Two Sigma Investments · $1,896,505 · <0.01%%
  6. UBS Group · $9,215,969 · <0.01%%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$WLTH

Institutional Holdings

25

Top Institutions

Top Institutions

1

Ken Griffin - Citadel Advisors

2,336,419 shares

0.00%

% of Portfolio

2

Wellington Management

4,213,246 shares

0.01%

% of Portfolio

3

Israel Englander - Millennium Management

811,474 shares

NaN%

% of Portfolio

4

Jamie Dimon - JPMorgan Chase

2,994,533 shares

NaN%

% of Portfolio

5

Two Sigma Investments

212,137 shares

NaN%

% of Portfolio

6

UBS Group

1,030,869 shares

NaN%

% of Portfolio

7

Larry Fink - BlackRock

8,363,073 shares

NaN%

% of Portfolio

8

Nuveen

398,841 shares

NaN%

% of Portfolio

9

Dmitry Balyasny - Balyasny Asset Management

43,492 shares

NaN%

% of Portfolio

10

Cliff Asness - AQR Capital Management

202,001 shares

NaN%

% of Portfolio

11

Geode Capital Management

1,027,877 shares

NaN%

% of Portfolio

12

Charles Schwab

302,137 shares

NaN%

% of Portfolio

13

State Street Corp

1,343,427 shares

NaN%

% of Portfolio

14

Northern Trust Corp

308,164 shares

NaN%

% of Portfolio

15

T. Rowe Price

310,573 shares

NaN%

% of Portfolio

16

David Solomon - Goldman Sachs

250,107 shares

NaN%

% of Portfolio

17

Morgan Stanley

312,853 shares

NaN%

% of Portfolio

18

SG Americas Securities

11,649 shares

NaN%

% of Portfolio

19

Legal & General

20,496 shares

NaN%

% of Portfolio

20

BNP Paribas

5,660 shares

NaN%

% of Portfolio

21

Invesco

20,452 shares

NaN%

% of Portfolio

22

Renaissance Technologies

0 shares

0.00%

% of Portfolio

23

Chase Coleman - Tiger Global Management

15,156,877 shares

0.57%

% of Portfolio

24

Exoduspoint Capital Management, Lp

13,412 shares

NaN%

% of Portfolio

25

Adage Capital Partners

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

34%

LARGE

28%

MEDIUM

22%

SMALL

16%

Geographic Distribution

North America
64%
Europe
28%
Asia Pacific
11%
Other
9%

Institutional Activity

Buyers

59

Sellers

23

Holders

67

New

19

Exited

6

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Insider TradingPRO

Trading Statistics

Insider Buyers

22

Insider Sellers

23

Purchase Value

$14.1M

Role Distribution

CEO
29%
CFO
17%
Director
33%
VP
16%
Other
5%
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RatingPRO

89

A

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
74
Recent Activity
88
Concentration
72
Momentum
91
Stability
77

Recent Actions

New

14

Increased

33

Decreased

20

Exited

4

Total

55

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