WHF — Institutional owners (13F)

55 filers · $24.0M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
Lalia Capital, LLC $4,775,552 712,769 19.86% Shares
TWO SIGMA INVESTMENTS, LP $2,885,020 430,600 12.00% Shares
Ethos Financial Group, LLC $2,415,564 360,532 10.05% Shares
TWO SIGMA ADVISERS, LP $1,433,451 206,252 5.96% Shares
CastleKnight Management LP $1,377,895 205,656 5.73% Shares
BANK OF AMERICA CORP /DE/ $1,239,540 185,006 5.16% Shares
Legal & General Group Plc $1,171,689 174,879 4.87% Shares
BANK OF MONTREAL /CAN/ $769,441 114,842 3.20% Shares
RAYMOND JAMES FINANCIAL INC $706,858 105,501 2.94% Shares
Blue Trust, Inc. $640,523 95,601 2.66% Shares
Trexquant Investment LP $606,564 90,532 2.52% Shares
LPL Financial LLC $509,105 75,986 2.12% Shares
BlackRock, Inc. $476,605 71,135 1.98% Shares
Sound Income Strategies, LLC $475,662 70,994 1.98% Shares
Advisors Asset Management, Inc. $441,561 63,534 1.84% Shares
UBS Group AG $384,526 57,392 1.60% Shares
MARSHALL WACE, LLP $368,990 55,073 1.53% Shares
BASSO CAPITAL MANAGEMENT, L.P. $351,750 52,500 1.46% Shares
Closed-End Fund Advisors, Inc. $301,473 44,996 1.25% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $297,500 44,403 1.24% Shares
GABLES CAPITAL MANAGEMENT INC. $293,896 43,865 1.22% Shares
Virtus Investment Advisers, LLC $278,573 41,578 1.16% Shares
H D Vest Advisory Services $240,413 27,570 1.00% Shares
Snowden Capital Advisors LLC $211,787 30,473 0.88% Shares
DIMENSION CAPITAL MANAGEMENT LLC $189,858 28,337 0.79% Shares
Vident Advisory, LLC $162,683 24,281 0.68% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $148,794 22,208 0.62% Shares
Atria Wealth Solutions, Inc. $137,103 15,058 0.57% Shares
NOMURA HOLDINGS INC $134,000 20,000 0.56% Shares
NewEdge Wealth, LLC $116,632 17,408 0.49% Shares
CITADEL ADVISORS LLC $92,460 13,800 0.38% Call option
Powell Investment Advisors, LLC $83,629 12,033 0.35% Shares
Northstar Advisory Group, LLC $78,908 11,777 0.33% Shares
NORDEN GROUP LLC $73,700 11,000 0.31% Shares
ROYAL BANK OF CANADA $38,000 5,735 0.16% Shares
MORGAN STANLEY $36,231 5,407 0.15% Shares
HIGHLINE WEALTH PARTNERS LLC $21,907 3,270 0.09% Shares
OSAIC HOLDINGS, INC. $19,243 2,871 0.08% Shares
JPMORGAN CHASE & CO $12,978 1,937 0.05% Shares
SIMPLEX TRADING, LLC $10,009 1,494 0.04% Shares
Iron Horse Wealth Management, LLC $9,191 1,054 0.04% Shares
GROUP ONE TRADING LLC $7,718 1,152 0.03% Shares
BNP PARIBAS FINANCIAL MARKETS $5,956 889 0.02% Shares
Farther Finance Advisors, LLC $5,194 775 0.02% Shares
WELLS FARGO & COMPANY/MN $1,708 255 0.01% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $1,356 200 0.01% Shares
FTB Advisors, Inc. $1,290 148 0.01% Shares
CIBC Private Wealth Group LLC $498 72 0.00% Shares
Hilton Head Capital Partners, LLC $436 65 0.00% Shares
Cambridge Investment Research Advisors, Inc. $306 45,609 0.00% Shares
CANADA LIFE ASSURANCE Co $167 25,023 0.00% Shares
Steward Partners Investment Advisory, LLC $94 14 0.00% Shares
LSV ASSET MANAGEMENT $66 9,900 0.00% Shares
BI Asset Management Fondsmaeglerselskab A/S $42 6,276 0.00% Shares
Caitong International Asset Management Co., Ltd $27 4 0.00% Shares