Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

U-Haul Holding Co /NV/

CIK 0000004457UHALUHAL-B· quarter ending 2026-06-30

Shares outstanding

194,393,495

as of 2026-08-03 · 10-Q cover page, filed 2026-08-05

Held by 13F filers

63,517,283

across share classes — see % per class below

Holders

333

+36 vs 2026-03-31 · 62 new, 26 exited

Value

$3.7B

shares +1.1% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-05, as of 2026-08-03)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	CUSIP
Common Class A	UHAL · NYSE	19,224,580	—	—
Nonvoting Common Stock	UHAL.B · NYSE	175,168,915	—	—
Not matched to a class			72,581,480	—	023586506, 023586100

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	023586506	COM SER N	333	63,517,283	—	—	$3.7B	3 call / 1 put	13DG	holders →
	023586100	COM	226	9,064,197	—	—	$593.2M	2 call / 2 put	NPORT	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (250 of 333 · 023586506)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	YACKTMAN ASSET MANAGEMENT LP	6,197,210	—	$357.6M	+148,879 (+2.5%)
2	DIMENSIONAL FUND ADVISORS LP	4,703,268	—	$271.4M	+393,350 (+9.1%)
3	BlackRock, Inc.	4,612,533	—	$266.1M	+1,684 (+0.0%)
4	VANGUARD CAPITAL MANAGEMENT LLC	4,400,067	—	$253.9M	-5,987 (-0.1%)
5	FMR LLC	4,216,288	—	$243.3M	-306,611 (-6.8%)
6	VANGUARD PORTFOLIO MANAGEMENT LLC	3,768,481	—	$217.4M	-75,680 (-2.0%)
7	ABRAMS CAPITAL MANAGEMENT, L.P.	3,251,469	—	$187.6M	—
8	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	2,470,586	—	$142.6M	-700,543 (-22.1%)
9	Smead Capital Management, Inc.	2,031,260	—	$117.2M	-115,165 (-5.4%)
10	REINHART PARTNERS, LLC.	1,951,075	—	$112.6M	+118,057 (+6.4%)
11	STATE STREET CORP	1,947,020	—	$112.3M	+47,887 (+2.5%)
12	GEODE CAPITAL MANAGEMENT, LLC	1,753,727	—	$101.2M	-38,282 (-2.1%)
13	D. E. Shaw & Co., Inc.	1,272,655	—	$73.4M	+262,166 (+25.9%)
14	NORGES BANK	1,010,271	—	$58.3M	NEW
15	THOMPSON SIEGEL & WALMSLEY LLC	934,250	—	$53.9M	-473,997 (-33.7%)
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	856,339	—	$49.4M	+16,145 (+1.9%)
17	Scharf Investments, LLC	821,423	—	$47.4M	-67,518 (-7.6%)
18	STATE OF WISCONSIN INVESTMENT BOARD	755,372	—	$43.6M	+446,304 (+144.4%)
19	Qube Research & Technologies Ltd	671,246	—	$38.7M	+409,675 (+156.6%)
20	VANGUARD FIDUCIARY TRUST CO	630,447	—	$36.4M	+8,419 (+1.4%)
21	Artisan Partners Limited Partnership	622,578	—	$35.9M	-348,085 (-35.9%)
22	Wallace Capital Management Inc.	557,360	—	$32.2M	+15,470 (+2.9%)
23	NORTHERN TRUST CORP	536,227	—	$30.9M	-6,661 (-1.2%)
24	Tweedy, Browne Co LLC	462,827	—	$26.7M	-505 (-0.1%)
25	Bruce & Co., Inc.	417,000	—	$24.1M	-35,000 (-7.7%)
26	MILLENNIUM MANAGEMENT LLC	391,829	—	$22.6M	-82,166 (-17.3%)
27	Tidal Investments LLC	367,854	—	$21.2M	-21,846 (-5.6%)
28	MORGAN STANLEY	361,408	—	$20.9M	+26,815 (+8.0%)
29	MACKENZIE FINANCIAL CORP	322,538	—	$18.6M	NEW
30	Tensile Capital Management LP	316,610	—	$18.3M	-64,785 (-17.0%)
31	HRT FINANCIAL LP	297,499	—	$17.2M	+161,873 (+119.4%)
32	Bank of New York Mellon Corp	293,393	—	$16.9M	+10,679 (+3.8%)
33	AMERICAN CENTURY COMPANIES INC	286,681	—	$16.5M	+143,161 (+99.7%)
34	THIRD AVENUE MANAGEMENT LLC	283,872	—	$16.4M	-503 (-0.2%)
35	Invesco Ltd.	276,706	—	$16.0M	+73,614 (+36.2%)
36	DigitalBridge Group, Inc.	275,961	—	$15.9M	-71,939 (-20.7%)
37	ROYAL BANK OF CANADA	257,568	—	$14.9M	+10,680 (+4.3%)
38	BANK OF AMERICA CORP /DE/	254,365	—	$14.7M	+53,074 (+26.4%)
39	SYSTEMATIC FINANCIAL MANAGEMENT LP	238,617	—	$13.8M	-6,232 (-2.5%)
40	FULLER & THALER ASSET MANAGEMENT, INC.	218,963	—	$12.6M	+8,261 (+3.9%)
41	Deltroit Asset Management (UK) LLP	212,271	—	$12.2M	NEW
42	GOLDMAN SACHS GROUP INC	209,012	—	$12.1M	-69,790 (-25.0%)
43	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	207,479	—	$12.0M	+6,688 (+3.3%)
44	Swiss National Bank	203,600	—	$11.7M	-5,900 (-2.8%)
45	LOS ANGELES CAPITAL MANAGEMENT LLC	187,828	—	$10.8M	+187,800 (+670714.3%)
46	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	187,386	—	$10.8M	+147,541 (+370.3%)
47	Bayberry Capital Partners LP	185,000	—	$10.7M	-105,000 (-36.2%)
48	NFC Investments, LLC	180,087	—	$10.4M	+1,714 (+1.0%)
49	Edgestream Partners, L.P.	174,884	—	$10.1M	+157,908 (+930.2%)
50	FIRST TRUST ADVISORS LP	169,585	—	$9.8M	-2,810 (-1.6%)
51	Vision Capital Management, Inc.	154,986	—	$8.9M	-2,155 (-1.4%)
52	Midwest Trust Co	151,973	—	$8.8M	-1,879 (-1.2%)
53	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	149,292	—	$7.4M	+99,534 (+200.0%)
54	Nuveen, LLC	140,181	—	$8.1M	-14,199 (-9.2%)
55	WELLS FARGO & COMPANY/MN	139,181	—	$8.0M	-20,033 (-12.6%)
56	Oppenheimer & Close, LLC	137,032	—	$7.9M	+2,345 (+1.7%)
57	UBS Group AG	130,984	—	$7.6M	+55,353 (+73.2%)
58	Kerrisdale Advisers, LLC	127,232	—	$7.3M	—
59	CITADEL ADVISORS LLC	125,969	—	$7.3M	+50,846 (+67.7%)
60	CREDIT INDUSTRIEL ET COMMERCIAL	125,898	—	$7.3M	+21,200 (+20.2%)
61	Applied Fundamental Research, LLC	119,045	—	$6.9M	—
62	SUSQUEHANNA INTERNATIONAL GROUP, LLP	117,470	—	$6.8M	+75,183 (+177.8%)
63	Mraz, Amerine & Associates, Inc.	116,181	—	$6.7M	-985 (-0.8%)
64	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	107,003	—	$6.2M	-1,710 (-1.6%)
65	RAYMOND JAMES FINANCIAL INC	105,894	—	$6.1M	-212,033 (-66.7%)
66	HARBOR CAPITAL ADVISORS, INC.	104,646	—	$6.0M	-15,471 (-12.9%)
67	Man Group plc	102,831	—	$5.9M	+41,058 (+66.5%)
68	Capula Management Ltd	101,811	—	$5.9M	NEW
69	PRICE T ROWE ASSOCIATES INC /MD/	96,801	—	$5.6M	+7,633 (+8.6%)
70	FRANKLIN RESOURCES INC	96,757	—	$5.6M	NEW
71	VANGUARD ASSET MANAGEMENT, Ltd	89,285	—	$5.2M	+69,859 (+359.6%)
72	RHUMBLINE ADVISERS	88,728	—	$5.1M	-10,312 (-10.4%)
73	Universal- Beteiligungs- und Servicegesellschaft mbH	87,884	—	$5.1M	+1,944 (+2.3%)
74	BCGM Wealth Management, LLC	85,754	—	$4.9M	+5,093 (+6.3%)
75	ENVESTNET ASSET MANAGEMENT INC	85,328	—	$4.9M	-8,177 (-8.7%)
76	Orvieto Partners, L.P.	84,944	—	$4.9M	+24,345 (+40.2%)
77	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	84,352	—	$4.9M	-1,880 (-2.2%)
78	Diversified Investment Strategies, LLC	83,329	—	$4.8M	—
79	Legal & General Group Plc	82,515	—	$4.8M	+2,774 (+3.5%)
80	Quantinno Capital Management LP	76,517	—	$4.4M	+11,081 (+16.9%)
81	JANE STREET GROUP, LLC	72,189	—	$4.2M	+3,215 (+4.7%)
82	NEW YORK STATE COMMON RETIREMENT FUND	71,853	—	$4.1M	-2,400 (-3.2%)
83	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	67,538	—	$3.9M	+7,964 (+13.4%)
84	GAMCO INVESTORS, INC. ET AL	66,663	—	$3.8M	-40 (-0.1%)
85	Trexquant Investment LP	63,000	—	$3.6M	NEW
86	STOREBRAND ASSET MANAGEMENT AS	62,250	—	$3.6M	-9,171 (-12.8%)
87	SG Americas Securities, LLC	54,287	—	$3.1M	+36,267 (+201.3%)
88	Treasurer of the State of North Carolina	53,829	—	$3.1M	+670 (+1.3%)
89	Skylands Capital, LLC	50,965	—	$2.9M	-34,400 (-40.3%)
90	Logan Stone Capital, LLC	50,089	—	$2.9M	NEW
91	INKWELL CAPITAL LLC	48,880	—	$2.8M	-132 (-0.3%)
92	JPMORGAN CHASE & CO	48,171	—	$3.1M	-19,110 (-28.4%)
93	NATIXIS	47,426	—	$2.7M	NEW
94	Jupiter Topco LLC	47,100	—	$2.7M	NEW
95	AMERIPRISE FINANCIAL INC	46,552	—	$2.7M	-6,558 (-12.3%)
96	Police & Firemen's Retirement System of New Jersey	46,373	—	$2.7M	+2,454 (+5.6%)
97	AQR CAPITAL MANAGEMENT LLC	44,607	—	$2.6M	+753 (+1.7%)
98	Squarepoint Ops LLC	44,574	—	$2.6M	+23,473 (+111.2%)
99	KBC Group NV	43,880	—	$2.5M	+1,912 (+4.6%)
100	Vanguard Global Advisers, LLC	43,555	—	$2.5M	-3,029 (-6.5%)
101	PRELUDE CAPITAL MANAGEMENT, LLC	43,050	—	$2.5M	-11,850 (-21.6%)
102	ROBOTTI ROBERT	43,000	—	$2.5M	-4,000 (-8.5%)
103	Chemistry Wealth Management LLC	42,597	—	$2.5M	+1,277 (+3.1%)
104	ALLIANCEBERNSTEIN L.P.	42,101	—	$1.9M	+5,170 (+14.0%)
105	Schonfeld Strategic Advisors LLC	41,807	—	$2.4M	+27,398 (+190.1%)
106	Ancora Advisors LLC	41,450	—	$2.4M	+7,776 (+23.1%)
107	State of New Jersey Common Pension Fund D	40,347	—	$2.3M	-6,682 (-14.2%)
108	FIRST FOUNDATION ADVISORS	36,984	—	$2.1M	+7,818 (+26.8%)
109	GRATIA CAPITAL, LLC	36,067	—	$2.1M	-10,433 (-22.4%)
110	Ethic Inc.	35,949	—	$2.1M	NEW
111	Lakewood Asset Management LLC	35,449	—	$2.0M	-163 (-0.5%)
112	BNP PARIBAS FINANCIAL MARKETS	34,897	—	$2.0M	+27,793 (+391.2%)
113	State of Alaska, Department of Revenue	34,025	—	$2.0M	-4,005 (-10.5%)
114	OPPENHEIMER ASSET MANAGEMENT INC.	33,437	—	$1.9M	-2,360 (-6.6%)
115	XTX Topco Ltd	31,737	—	$1.8M	-4,365 (-12.1%)
116	Handelsbanken Fonder AB	31,300	—	$1.8M	+5,800 (+22.7%)
117	INGALLS & SNYDER LLC	30,218	—	$1.7M	-2,527 (-7.7%)
118	DARK FOREST CAPITAL MANAGEMENT LP	29,758	—	$1.7M	-2,583 (-8.0%)
119	LPL Financial LLC	29,413	—	$1.7M	+1,263 (+4.5%)
120	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	28,832	—	$1.7M	-605 (-2.1%)
121	Vanguard Investments Australia, Ltd.	28,625	—	$1.7M	-1,344 (-4.5%)
122	ARIZONA STATE RETIREMENT SYSTEM	27,999	—	$1.6M	-1,085 (-3.7%)
123	Janney Montgomery Scott LLC	27,669	—	$1.6M	-931 (-3.3%)
124	Russell Investments Group, Ltd.	27,361	—	$1.6M	+10,606 (+63.3%)
125	BARCLAYS PLC	26,287	—	$1.5M	-11,196 (-29.9%)
126	Gem Investment Advisors, LLC	26,070	—	$1.5M	+5,735 (+28.2%)
127	ASHTON THOMAS SECURITIES, LLC	25,838	—	$1.5M	-7,855 (-23.3%)
128	MANUFACTURERS LIFE INSURANCE COMPANY, THE	25,578	—	$1.5M	-1,384 (-5.1%)
129	Zurcher Kantonalbank (Zurich Cantonalbank)	25,349	—	$1.5M	—
130	OCCUDO QUANTITATIVE STRATEGIES LP	25,318	—	$1.5M	-4,813 (-16.0%)
131	RBF Capital, LLC	25,200	—	$1.5M	—
132	Hyperion Capital Advisors LP	24,973	—	$1.4M	-4,600 (-15.6%)
133	ExodusPoint Capital Management, LP	24,505	—	$1.4M	NEW
134	KLP KAPITALFORVALTNING AS	23,300	—	$1.3M	—
135	SEI INVESTMENTS CO	20,826	—	$1.2M	-1,298 (-5.9%)
136	Institute for Wealth Management, LLC.	19,824	—	$1.1M	-278 (-1.4%)
137	Atria Investments, Inc	18,867	—	$1.1M	-50 (-0.3%)
138	CITIGROUP INC	18,664	—	$1.1M	+1,259 (+7.2%)
139	Federation des caisses Desjardins du Quebec	18,599	—	$1.1M	+12,259 (+193.4%)
140	Quantbot Technologies LP	18,509	—	$1.1M	+15,100 (+442.9%)
141	Lodestone Wealth Management LLC	18,192	—	$1.0M	-402 (-2.2%)
142	Camelot Portfolios, LLC	17,082	—	$986K	-1,035 (-5.7%)
143	Catalyst Funds Management Pty Ltd	17,070	—	$985K	+8,570 (+100.8%)
144	DekaBank Deutsche Girozentrale	16,772	—	$737K	—
145	Pictet Asset Management Holding SA	16,180	—	$934K	-995 (-5.8%)
146	&PARTNERS	15,971	—	$922K	+374 (+2.4%)
147	ALGERT GLOBAL LLC	15,300	—	$883K	NEW
148	Farringdon Capital, Ltd.	14,770	—	$852K	NEW
149	NEUBERGER BERMAN GROUP LLC	13,402	—	$773K	NEW
150	Orion Porfolio Solutions, LLC	13,321	—	$769K	-236 (-1.7%)
151	OSAIC HOLDINGS, INC.	13,188	—	$761K	+10,599 (+409.4%)
152	Swiss Life Asset Management Ltd	12,977	—	$749K	+413 (+3.3%)
153	Claret Asset Management Corp	12,814	—	$739K	-45 (-0.3%)
154	VICTORY CAPITAL MANAGEMENT INC	12,586	—	$726K	+178 (+1.4%)
155	STIFEL FINANCIAL CORP	12,265	—	$708K	-1,630 (-11.7%)
156	Lipe & Dalton	11,135	—	$642K	-1,055 (-8.7%)
157	COMMONWEALTH EQUITY SERVICES, LLC	10,686	—	$617K	-180 (-1.7%)
158	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	10,653	—	$615K	—
159	Legacy Wealth Asset Management, LLC	10,652	—	$615K	+343 (+3.3%)
160	CANADA LIFE ASSURANCE Co	10,623	—	$611K	—
161	AXQ CAPITAL, LP	10,622	—	$613K	+5,069 (+91.3%)
162	Bristlecone Value Partners, LLC	10,561	—	$609K	—
163	BLAIR WILLIAM & CO/IL	10,452	—	$603K	+3,061 (+41.4%)
164	Johnson Financial Group, LLC	10,353	—	$597K	NEW
165	Frec Markets, Inc.	10,251	—	$591K	NEW
166	GREENLEAF TRUST	10,013	—	$578K	-1,908 (-16.0%)
167	Norman Fields, Gottscho Capital Management, LLC	9,235	—	$533K	—
168	TEACHER RETIREMENT SYSTEM OF TEXAS	9,229	—	$533K	+3,874 (+72.3%)
169	Creative Planning	9,036	—	$521K	+835 (+10.2%)
170	DEUTSCHE BANK AG\	8,799	—	$508K	+329 (+3.9%)
171	CAPSTONE INVESTMENT ADVISORS, LLC	8,681	—	$501K	-1,956 (-18.4%)
172	Summit Trail Advisors, LLC	8,636	—	$498K	-16,252 (-65.3%)
173	SHUFRO ROSE & CO LLC	8,590	—	$496K	—
174	Y-Intercept (Hong Kong) Ltd	8,416	—	$486K	NEW
175	Cerity Partners LLC	8,340	—	$481K	-4,950 (-37.2%)
176	Cascade Financial Partners, LLC	8,287	—	$478K	NEW
177	Autumn Glory Partners, LLC	8,252	—	$476K	—
178	Campbell & CO Investment Adviser LLC	7,953	—	$459K	NEW
179	VOYA INVESTMENT MANAGEMENT LLC	7,850	—	$453K	-480 (-5.8%)
180	XPONANCE LLC	7,800	—	$450K	-3,419 (-30.5%)
181	Vanguard Personalized Indexing Management, LLC	7,759	—	$448K	+1,903 (+32.5%)
182	Allworth Financial LP	7,675	—	$443K	-11 (-0.1%)
183	Corient Private Wealth LP	7,317	—	$422K	NEW
184	DNB Asset Management AS	6,762	—	$390K	—
185	BANK OF MONTREAL /CAN/	6,708	—	$387K	-411 (-5.8%)
186	Machina Capital S.A.S.	6,682	—	$386K	NEW
187	Steadtrust LLC	6,680	—	$385K	-500 (-7.0%)
188	Mariner, LLC	6,567	—	$379K	-2,805 (-29.9%)
189	Red Door Wealth Management, LLC	6,200	—	$358K	—
190	Fieldview Capital Management, LLC	6,112	—	$353K	-21,477 (-77.8%)
191	Susquehanna Portfolio Strategies, LLC	5,967	—	$344K	NEW
192	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	5,964	—	$344K	+225 (+3.9%)
193	Aquatic Capital Management LLC	5,718	—	$330K	-11,930 (-67.6%)
194	NATIONAL BANK OF CANADA /FI/	5,706	—	$329K	-3,744 (-39.6%)
195	NISA INVESTMENT ADVISORS, LLC	5,510	—	$318K	+101 (+1.9%)
196	CIBC Asset Management Inc	5,457	—	$315K	NEW
197	Marble Wealth, LLC	5,395	—	$311K	—
198	Utah Retirement Systems	5,329	—	$307K	—
199	VIAWEALTH, LLC	5,131	—	$296K	—
200	Freestone Grove Partners LP	5,015	—	$289K	-23,118 (-82.2%)
201	Granite Investment Partners, LLC	5,000	—	$289K	NEW
202	Stratos Wealth Partners, LTD.	4,763	—	$275K	NEW
203	Magnetar Financial LLC	4,751	—	$274K	NEW
204	Ellevest, Inc.	4,744	—	$274K	-606 (-11.3%)
205	Composition Wealth, LLC	4,740	—	$273K	-1,192 (-20.1%)
206	AMALGAMATED BANK	4,710	—	$272K	-1,373 (-22.6%)
207	Maryland State Retirement & Pension System	4,687	—	$270K	—
208	Centiva Capital, LP	4,515	—	$261K	NEW
209	INDEPENDENT FINANCIAL GROUP, LLC	4,500	—	$260K	—
210	MERCER GLOBAL ADVISORS INC /ADV	4,258	—	$246K	NEW
211	Connor, Clark & Lunn Investment Management Ltd.	4,171	—	$241K	NEW
212	Lido Advisors, LLC	4,111	—	$237K	NEW
213	HighTower Advisors, LLC	4,081	—	$235K	NEW
214	PFG Investments, LLC	4,053	—	$234K	NEW
215	Ensign Peak Advisors, Inc	4,049	—	$234K	-550 (-12.0%)
216	Baker Ellis Asset Management LLC	4,040	—	$233K	-500 (-11.0%)
217	Proficio Capital Partners LLC	3,878	—	$224K	NEW
218	ALLSTATE CORP	3,868	—	$223K	-24,149 (-86.2%)
219	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3,849	—	$222K	+3 (+0.1%)
220	Sequoia Financial Advisors, LLC	3,674	—	$212K	NEW
221	PRUDENTIAL FINANCIAL INC	3,513	—	$203K	NEW
222	M&T Bank Corp	3,512	—	$203K	NEW
223	GAMMA Investing LLC	3,441	—	$199K	+145 (+4.4%)
224	JONES FINANCIAL COMPANIES LLLP	3,437	—	$202K	+1,336 (+63.6%)
225	PNC Financial Services Group, Inc.	3,380	—	$195K	-687 (-16.9%)
226	US BANCORP \DE\	3,223	—	$186K	—
227	Sterling Capital Management LLC	2,920	—	$168K	+543 (+22.8%)
228	ROTHSCHILD INVESTMENT LLC	2,528	—	$146K	+144 (+6.0%)
229	FINANCIAL CONSULATE, INC	2,322	—	$134K	—
230	ACADIAN ASSET MANAGEMENT LLC	2,236	—	$129K	NEW
231	STRS OHIO	2,132	—	$123K	-287 (-11.9%)
232	Eurizon Capital SGR S.p.A.	2,073	—	$123K	—
233	FIFTH THIRD BANCORP	1,877	—	$108K	+379 (+25.3%)
234	MetLife Investment Management, LLC	1,856	—	$107K	-1,540 (-45.3%)
235	Parallel Advisors, LLC	1,821	—	$105K	+82 (+4.7%)
236	Colonial Trust Co / SC	1,603	—	$93K	+1 (+0.1%)
237	ASSETMARK, INC	1,398	—	$81K	-454 (-24.5%)
238	SIGNATUREFD, LLC	1,332	—	$77K	-36 (-2.6%)
239	CVA Family Office, LLC	1,213	—	$70K	+70 (+6.1%)
240	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	1,147	—	$66K	-204 (-15.1%)
241	IFG Advisory, LLC	1,086	—	$63K	NEW
242	Financial Perspectives, Inc	855	—	$49K	—
243	Versant Capital Management, Inc	827	—	$48K	+198 (+31.5%)
244	Mitsubishi UFJ Trust & Banking Corp	806	—	$47K	NEW
245	Rockefeller Capital Management L.P.	772	—	$45K	-345 (-30.9%)
246	Farther Finance Advisors, LLC	644	—	$37K	+23 (+3.7%)
247	Tower Research Capital LLC (TRC)	643	—	$37K	+483 (+301.9%)
248	NOMURA ASSET MANAGEMENT CO LTD	630	—	$36K	-870 (-58.0%)
249	Mitsubishi UFJ Asset Management Co., Ltd.	615	—	$35K	—
250	CoreCap Advisors, LLC	603	—	$35K	—

Exited since 2026-03-31 (26 filers; largest 25 shown)

Southpoint Capital Advisors LP	−1,138,000
Ruffer LLP	−299,133
Harspring Capital Management, LLC	−145,000
Estuary Capital Management LP	−64,800
Point72 Asset Management, L.P.	−62,630
JANUS HENDERSON GROUP PLC	−47,100
TWINBEECH CAPITAL LP	−28,254
HSBC HOLDINGS PLC	−24,874
FOX RUN MANAGEMENT, L.L.C.	−16,772
MIRABELLA FINANCIAL SERVICES LLP	−11,652
Entropy Technologies, LP	−9,120
Amundi	−5,915
LECAP ASSET MANAGEMENT LTD	−4,772
Holocene Advisors, LP	−4,647
QUADRANT CAPITAL GROUP LLC	−1,809
Aster Capital Management (DIFC) Ltd	−1,784
CWM, LLC	−581
Root Financial Partners, LLC	−488
AdvisorNet Financial, Inc	−360
Destiny Wealth Partners, LLC	−345
MAI Capital Management	−164
UMB Bank, n.a.	−120
SIMPLEX TRADING, LLC	−38
Vermillion Wealth Management, Inc.	−4
Advisory Services Network, LLC	−3

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.