13F institutional ownership facts

Institutions tracked

32

Reported value

$145,779,704.00

Reported shares

15,759,968

Latest filing period

Q1 2026

Top institutional holders

  1. Ken Griffin - Citadel Advisors · $17,776,558 · 0%
  2. Wellington Management · $44,095,130 · 0.01%
  3. AllianceBernstein (AB) · $11,902,761 · <0.01%%
  4. Two Sigma Investments · $3,956,419 · <0.01%%
  5. Renaissance Technologies · $1,622,173 · <0.01%%
  6. UBS Group · $10,778,128 · <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

32

Top Institutions

Top Institutions

1

Ken Griffin - Citadel Advisors

1,921,790 shares

0.00%

% of Portfolio

2

Wellington Management

4,767,041 shares

0.01%

% of Portfolio

3

AllianceBernstein (AB)

875,847 shares

NaN%

% of Portfolio

4

Two Sigma Investments

427,721 shares

NaN%

% of Portfolio

5

Renaissance Technologies

175,370 shares

NaN%

% of Portfolio

6

UBS Group

1,165,203 shares

NaN%

% of Portfolio

7

Larry Fink - BlackRock

8,108,540 shares

NaN%

% of Portfolio

8

Israel Englander - Millennium Management

155,241 shares

NaN%

% of Portfolio

9

Nuveen

368,011 shares

NaN%

% of Portfolio

10

David Solomon - Goldman Sachs

701,564 shares

NaN%

% of Portfolio

11

Geode Capital Management

982,241 shares

NaN%

% of Portfolio

12

Adage Capital Partners

33,400 shares

NaN%

% of Portfolio

13

Charles Schwab

297,601 shares

NaN%

% of Portfolio

14

Northern Trust Corp

256,616 shares

NaN%

% of Portfolio

15

State Street Corp

578,094 shares

NaN%

% of Portfolio

16

Morgan Stanley

233,759 shares

NaN%

% of Portfolio

17

BNP Paribas

7,400 shares

NaN%

% of Portfolio

18

Invesco

21,210 shares

NaN%

% of Portfolio

19

T. Rowe Price

24,721 shares

NaN%

% of Portfolio

20

Legal & General

3,049 shares

NaN%

% of Portfolio

21

David E. Shaw - D.E. Shaw & Co.

0 shares

0.00%

% of Portfolio

22

Jane Street Group

0 shares

0.00%

% of Portfolio

23

Janus Henderson Group

0 shares

0.00%

% of Portfolio

24

Jennison Associates

0 shares

0.00%

% of Portfolio

25

Chase Coleman - Tiger Global Management

15,156,877 shares

0.61%

% of Portfolio

26

Alex Sacerdote - Whale Rock Capital

0 shares

0.00%

% of Portfolio

27

Paul Tudor Jones - Tudor Investment Corp

0 shares

0.00%

% of Portfolio

28

Dmitry Balyasny - Balyasny Asset Management

0 shares

0.00%

% of Portfolio

29

Exoduspoint Capital Management, Lp

0 shares

0.00%

% of Portfolio

30

Steve Cohen - Point72 Asset Management

0 shares

0.00%

% of Portfolio

31

George Soros - Soros Fund Management

0 shares

0.00%

% of Portfolio

32

Jamie Dimon - JPMorgan Chase

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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