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.

APOGEE ENTERPRISES, INC.

CIK 0000006845APOG· quarter ending 2026-06-30

Shares outstanding

20,868,294

as of 2026-06-25 · 10-Q cover page, filed 2026-06-30

Held by 13F filers

19,524,450

93.6% of shares outstanding

Holders

237

+17 vs 2026-03-31 · 49 new, 32 exited

Value

$892.6M

shares +0.5% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-06-30, as of 2026-06-25)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	APOG · NASDAQ	20,868,294	19,524,450	93.6%	237	037598109

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
	037598109	COM	237	19,524,450	20,868,294	93.6%	$892.6M	3 call / 3 put	13DG	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 (237 of 237 · 037598109)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	3,399,671	16.29%	$155.5M	+82,126 (+2.5%)
2	VANGUARD PORTFOLIO MANAGEMENT LLC	1,162,223	5.57%	$53.2M	-378,106 (-24.5%)
3	DIMENSIONAL FUND ADVISORS LP	1,153,822	5.53%	$52.8M	+90,337 (+8.5%)
4	AMERICAN CENTURY COMPANIES INC	1,026,601	4.92%	$47.0M	+141,368 (+16.0%)
5	VANGUARD CAPITAL MANAGEMENT LLC	913,800	4.38%	$41.8M	-27,718 (-2.9%)
6	STATE STREET CORP	843,173	4.04%	$38.6M	+22,349 (+2.7%)
7	AMERIPRISE FINANCIAL INC	746,517	3.58%	$34.1M	+409,034 (+121.2%)
8	TWO SIGMA INVESTMENTS, LP	611,671	2.93%	$28.0M	+45,737 (+8.1%)
9	GEODE CAPITAL MANAGEMENT, LLC	563,990	2.70%	$25.8M	+24,201 (+4.5%)
10	LSV ASSET MANAGEMENT	490,058	2.35%	$22.4M	+15,405 (+3.2%)
11	MORGAN STANLEY	416,602	2.00%	$19.1M	+44,351 (+11.9%)
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	402,723	1.93%	$18.4M	-49,786 (-11.0%)
13	JPMORGAN CHASE & CO	367,678	1.76%	$16.9M	+111,054 (+43.3%)
14	Allianz Asset Management GmbH	366,405	1.76%	$16.8M	+12,881 (+3.6%)
15	FMR LLC	331,762	1.59%	$15.2M	+67,312 (+25.5%)
16	ROYCE & ASSOCIATES LP	272,000	1.30%	$12.4M	+38,939 (+16.7%)
17	NORTHERN TRUST CORP	261,157	1.25%	$11.9M	+11,982 (+4.8%)
18	FEDERATED HERMES, INC.	224,644	1.08%	$10.3M	+1,840 (+0.8%)
19	AQR CAPITAL MANAGEMENT LLC	192,089	0.92%	$8.8M	+104,406 (+119.1%)
20	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	190,711	0.91%	$8.7M	+10,110 (+5.6%)
21	NORGES BANK	170,500	0.82%	$7.8M	NEW
22	ProShare Advisors LLC	170,289	0.82%	$7.8M	-8,889 (-5.0%)
23	Invesco Ltd.	162,623	0.78%	$7.4M	+2,196 (+1.4%)
24	VANGUARD FIDUCIARY TRUST CO	140,995	0.68%	$6.4M	+1,546 (+1.1%)
25	Qube Research & Technologies Ltd	138,014	0.66%	$6.3M	+530 (+0.4%)
26	Bank of New York Mellon Corp	136,159	0.65%	$6.2M	+1,068 (+0.8%)
27	JACOBS LEVY EQUITY MANAGEMENT, INC	135,598	0.65%	$6.2M	+63,861 (+89.0%)
28	GABELLI FUNDS LLC	127,241	0.61%	$5.8M	+73,389 (+136.3%)
29	VICTORY CAPITAL MANAGEMENT INC	124,085	0.59%	$5.7M	+4,647 (+3.9%)
30	Nuveen, LLC	122,609	0.59%	$5.6M	+73,738 (+150.9%)
31	GRACE & WHITE INC /NY	112,572	0.54%	$5.1M	-16,000 (-12.4%)
32	GOLDMAN SACHS GROUP INC	111,300	0.53%	$5.1M	-18,544 (-14.3%)
33	PEREGRINE CAPITAL MANAGEMENT LLC	109,478	0.52%	$5.0M	+14,288 (+15.0%)
34	PRINCIPAL FINANCIAL GROUP INC	102,558	0.49%	$4.7M	-1,988 (-1.9%)
35	FRANKLIN RESOURCES INC	99,742	0.48%	$4.6M	+65,413 (+190.5%)
36	Creative Planning	93,872	0.45%	$4.3M	+74,761 (+391.2%)
37	UBS Group AG	92,282	0.44%	$4.2M	-125,033 (-57.5%)
38	BRIDGEWAY CAPITAL MANAGEMENT, LLC	84,605	0.41%	$3.9M	NEW
39	Pacer Advisors, Inc.	84,224	0.40%	$3.9M	+84,149 (+112198.7%)
40	LAZARD ASSET MANAGEMENT LLC	84,042	0.40%	$3.8M	+3,835 (+4.8%)
41	BESSEMER GROUP INC	81,225	0.39%	$3.7M	-32 (-0.0%)
42	CastleKnight Management LP	81,046	0.39%	$3.7M	-72,279 (-47.1%)
43	Empowered Funds, LLC	79,640	0.38%	$3.6M	NEW
44	ISTHMUS PARTNERS, LLC	79,015	0.38%	$3.6M	+1,121 (+1.4%)
45	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	78,981	0.38%	$3.6M	-407 (-0.5%)
46	Point72 Asset Management, L.P.	74,194	0.36%	$3.4M	-72,560 (-49.4%)
47	Public Sector Pension Investment Board	72,891	0.35%	$3.3M	-4,036 (-5.2%)
48	VOYA INVESTMENT MANAGEMENT LLC	70,113	0.34%	$3.2M	-3,546 (-4.8%)
49	SEI INVESTMENTS CO	66,936	0.32%	$3.1M	+5,371 (+8.7%)
50	MARTINGALE ASSET MANAGEMENT L P	64,676	0.31%	$3.0M	+9,151 (+16.5%)
51	CSM Advisors, LLC	59,514	0.29%	$2.7M	+4,062 (+7.3%)
52	BANK OF AMERICA CORP /DE/	57,049	0.27%	$2.6M	+23,495 (+70.0%)
53	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	56,725	0.27%	$2.6M	+47,751 (+532.1%)
54	Walleye Capital LLC	55,738	0.27%	$2.5M	NEW
55	Hillsdale Investment Management Inc.	55,174	0.26%	$2.5M	NEW
56	RHUMBLINE ADVISERS	54,571	0.26%	$2.5M	-8,438 (-13.4%)
57	INTECH INVESTMENT MANAGEMENT LLC	53,486	0.26%	$2.4M	+674 (+1.3%)
58	Universal- Beteiligungs- und Servicegesellschaft mbH	52,578	0.25%	$2.4M	+2,036 (+4.0%)
59	Y-Intercept (Hong Kong) Ltd	51,928	0.25%	$2.4M	+25,194 (+94.2%)
60	RENAISSANCE TECHNOLOGIES LLC	50,983	0.24%	$2.3M	-139,534 (-73.2%)
61	Bruce & Co., Inc.	50,000	0.24%	$2.3M	—
62	XTX Topco Ltd	49,913	0.24%	$2.3M	+2,583 (+5.5%)
63	D. E. Shaw & Co., Inc.	48,403	0.23%	$2.2M	-44,748 (-48.0%)
64	Legal & General Group Plc	48,374	0.23%	$2.2M	+411 (+0.9%)
65	Squarepoint Ops LLC	47,601	0.23%	$2.2M	+7,020 (+17.3%)
66	PRUDENTIAL FINANCIAL INC	47,060	0.23%	$2.2M	+24,350 (+107.2%)
67	Jump Financial, LLC	46,800	0.22%	$2.1M	+119 (+0.3%)
68	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	45,165	0.22%	$2.1M	+5,079 (+12.7%)
69	Balyasny Asset Management L.P.	42,622	0.20%	$1.9M	-40,235 (-48.6%)
70	Swiss National Bank	41,900	0.20%	$1.9M	—
71	Quantinno Capital Management LP	39,796	0.19%	$1.8M	+13,277 (+50.1%)
72	Jackson Creek Investment Advisors LLC	38,516	0.18%	$1.5M	NEW
73	North Star Investment Management Corp.	37,950	0.18%	$1.7M	—
74	PRICE T ROWE ASSOCIATES INC /MD/	37,002	0.18%	$1.7M	+5,971 (+19.2%)
75	WEDGE CAPITAL MANAGEMENT L L P/NC	36,753	0.18%	$1.7M	-5,195 (-12.4%)
76	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	36,200	0.17%	$1.7M	—
77	Engineers Gate Manager LP	35,133	0.17%	$1.6M	-50,283 (-58.9%)
78	ExodusPoint Capital Management, LP	33,720	0.16%	$1.5M	-4,204 (-11.1%)
79	Schonfeld Strategic Advisors LLC	33,323	0.16%	$1.5M	+25,335 (+317.2%)
80	Russell Investments Group, Ltd.	33,058	0.16%	$1.5M	-26,238 (-44.2%)
81	Villanova Investment Management Co LLC	31,599	0.15%	$1.4M	-4,300 (-12.0%)
82	ALLIANCEBERNSTEIN L.P.	24,376	0.12%	$818K	-39,100 (-61.6%)
83	STOREBRAND ASSET MANAGEMENT AS	23,501	0.11%	$1.1M	+382 (+1.7%)
84	SUSQUEHANNA INTERNATIONAL GROUP, LLP	23,244	0.11%	$1.1M	+13,619 (+141.5%)
85	Man Group plc	23,150	0.11%	$1.1M	NEW
86	US BANCORP \DE\	23,078	0.11%	$1.1M	+33 (+0.1%)
87	DEUTSCHE BANK AG\	22,550	0.11%	$1.0M	+3,454 (+18.1%)
88	Corient Private Wealth LP	21,830	0.10%	$999K	+10,966 (+100.9%)
89	Vanguard Global Advisers, LLC	21,442	0.10%	$981K	+634 (+3.0%)
90	Horizon Investments, LLC	21,333	0.10%	$969K	NEW
91	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	21,329	0.10%	$976K	+1,340 (+6.7%)
92	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	19,388	0.09%	$887K	-668 (-3.3%)
93	WELLS FARGO & COMPANY/MN	18,425	0.09%	$843K	+10,077 (+120.7%)
94	Headlands Technologies LLC	18,173	0.09%	$831K	+1,713 (+10.4%)
95	HRT FINANCIAL LP	17,820	0.09%	$815K	-56,490 (-76.0%)
96	Vident Advisory, LLC	17,285	0.08%	$791K	+2,053 (+13.5%)
97	State of Tennessee, Department of Treasury	16,504	0.08%	$755K	+1,792 (+12.2%)
98	TEACHER RETIREMENT SYSTEM OF TEXAS	16,501	0.08%	$755K	+9,975 (+152.9%)
99	CANADA LIFE ASSURANCE Co	16,460	0.08%	$751K	-1,685 (-9.3%)
100	Numerai GP LLC	16,423	0.08%	$751K	-64,077 (-79.6%)
101	CITADEL ADVISORS LLC	16,404	0.08%	$750K	-81,210 (-83.2%)
102	FIFTH THIRD BANCORP	16,099	0.08%	$736K	-1,361 (-7.8%)
103	SummerHaven Investment Management, LLC	15,982	0.08%	$731K	—
104	VOLORIDGE INVESTMENT MANAGEMENT, LLC	15,557	0.07%	$712K	-450 (-2.8%)
105	Inspire Investing, LLC	14,818	0.07%	$678K	-614 (-4.0%)
106	BARCLAYS PLC	14,791	0.07%	$677K	-7,404 (-33.4%)
107	ALLSTATE CORP	14,730	0.07%	$674K	NEW
108	CITIGROUP INC	14,699	0.07%	$672K	+1,372 (+10.3%)
109	GAMCO INVESTORS, INC. ET AL	14,332	0.07%	$656K	+7,810 (+119.7%)
110	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	14,319	0.07%	$655K	+13,236 (+1222.2%)
111	BNP PARIBAS FINANCIAL MARKETS	14,047	0.07%	$643K	+5,129 (+57.5%)
112	Thrivent Financial for Lutherans	13,935	0.07%	$637K	-423 (-2.9%)
113	VANGUARD ASSET MANAGEMENT, Ltd	13,439	0.06%	$615K	—
114	Virtu Financial LLC	12,714	0.06%	$582K	-2,181 (-14.6%)
115	IEQ CAPITAL, LLC	12,159	0.06%	$556K	NEW
116	MetLife Investment Management, LLC	11,964	0.06%	$547K	+154 (+1.3%)
117	Illinois Municipal Retirement Fund	11,576	0.06%	$529K	-1,377 (-10.6%)
118	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	10,907	0.05%	$423K	NEW
119	Jupiter Topco LLC	10,631	0.05%	$486K	NEW
120	Centiva Capital, LP	10,550	0.05%	$483K	-4,857 (-31.5%)
121	TUDOR INVESTMENT CORP ET AL	10,523	0.05%	$481K	-10,860 (-50.8%)
122	PANAGORA ASSET MANAGEMENT INC	10,417	0.05%	$476K	NEW
123	Odyssean, LLC	10,050	0.05%	$460K	NEW
124	Marks Group Wealth Management, Inc	10,000	0.05%	$457K	—
125	Quadrature Capital Ltd	9,957	0.05%	$455K	-8,910 (-47.2%)
126	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	9,768	0.05%	$447K	-163 (-1.6%)
127	BOOTHBAY FUND MANAGEMENT, LLC	9,701	0.05%	$444K	NEW
128	Louisiana State Employees Retirement System	9,300	0.04%	$425K	-200 (-2.1%)
129	Magnetar Financial LLC	9,207	0.04%	$421K	NEW
130	Zurcher Kantonalbank (Zurich Cantonalbank)	8,840	0.04%	$404K	—
131	ROYAL BANK OF CANADA	8,323	0.04%	$381K	+7,395 (+796.9%)
132	FIRST TRUST ADVISORS LP	8,293	0.04%	$379K	NEW
133	State of Alaska, Department of Revenue	8,143	0.04%	$371K	-3,629 (-30.8%)
134	Mariner, LLC	7,828	0.04%	$358K	NEW
135	VIRGINIA RETIREMENT SYSTEMS ET Al	7,700	0.04%	$352K	NEW
136	NEW YORK STATE COMMON RETIREMENT FUND	7,686	0.04%	$352K	—
137	State of Wyoming	7,517	0.04%	$344K	+1,982 (+35.8%)
138	Zhang Financial LLC	7,233	0.03%	$331K	—
139	EntryPoint Capital, LLC	6,721	0.03%	$307K	-15,432 (-69.7%)
140	EXCHANGE TRADED CONCEPTS, LLC	6,468	0.03%	$296K	-786 (-10.8%)
141	Entropy Technologies, LP	6,440	0.03%	$295K	-4,824 (-42.8%)
142	HOHIMER WEALTH MANAGEMENT, LLC	6,395	0.03%	$293K	+25 (+0.4%)
143	PRELUDE CAPITAL MANAGEMENT, LLC	6,311	0.03%	$289K	-4,889 (-43.7%)
144	Cambria Investment Management, L.P.	6,302	0.03%	$288K	NEW
145	Tidal Investments LLC	6,297	0.03%	$288K	NEW
146	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	6,267	0.03%	$287K	—
147	CANADA PENSION PLAN INVESTMENT BOARD	6,100	0.03%	$279K	—
148	Police & Firemen's Retirement System of New Jersey	5,857	0.03%	$268K	—
149	MERCER GLOBAL ADVISORS INC /ADV	5,831	0.03%	$267K	NEW
150	ARIZONA STATE RETIREMENT SYSTEM	5,787	0.03%	$265K	NEW
151	YOUSIF CAPITAL MANAGEMENT, LLC	5,737	0.03%	$262K	NEW
152	AMALGAMATED BANK	5,700	0.03%	$261K	-483 (-7.8%)
153	Gotham Asset Management, LLC	5,659	0.03%	$259K	NEW
154	MANUFACTURERS LIFE INSURANCE COMPANY, THE	5,576	0.03%	$255K	NEW
155	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	5,425	0.03%	$248K	—
156	Cerity Partners LLC	5,405	0.03%	$247K	NEW
157	BURNEY CO/	5,400	0.03%	$247K	NEW
158	Aigen Investment Management, LP	5,084	0.02%	$233K	-3,642 (-41.7%)
159	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	5,032	0.02%	$230K	NEW
160	LPL Financial LLC	5,007	0.02%	$229K	NEW
161	SIMPLEX TRADING, LLC	4,890	0.02%	$224K	+4,728 (+2918.5%)
162	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	4,862	0.02%	$222K	-100 (-2.0%)
163	Vanguard Investments Australia, Ltd.	4,822	0.02%	$221K	—
164	KLP KAPITALFORVALTNING AS	4,700	0.02%	$215K	—
165	BALLAST ADVISORS LLC	4,667	0.02%	$213K	—
166	MANGROVE PARTNERS IM, LLC	4,558	0.02%	$208K	-11,062 (-70.8%)
167	BANK OF MONTREAL /CAN/	4,454	0.02%	$204K	-1,728 (-28.0%)
168	Grantham, Mayo, Van Otterloo & Co. LLC	4,423	0.02%	$202K	NEW
169	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	3,933	0.02%	$180K	—
170	Pflug Koory, LLC	3,770	0.02%	$172K	—
171	New Age Alpha Advisors, LLC	3,718	0.02%	$170K	NEW
172	NISA INVESTMENT ADVISORS, LLC	2,863	0.01%	$131K	+1,198 (+72.0%)
173	STRS OHIO	2,700	0.01%	$123K	NEW
174	GAMMA Investing LLC	2,436	0.01%	$111K	+1,098 (+82.1%)
175	SG Americas Securities, LLC	2,314	0.01%	$106K	-19,402 (-89.3%)
176	TD Waterhouse Canada Inc.	2,000	0.01%	$88K	—
177	Ameritas Investment Partners, Inc.	1,769	0.01%	$81K	—
178	Tower Research Capital LLC (TRC)	1,386	0.01%	$63K	-1,696 (-55.0%)
179	HARBOUR INVESTMENTS, INC.	1,266	0.01%	$58K	+160 (+14.5%)
180	MEEDER ASSET MANAGEMENT INC	1,234	0.01%	$56K	—
181	PNC Financial Services Group, Inc.	1,113	0.01%	$51K	+48 (+4.5%)
182	Ensign Peak Advisors, Inc	1,101	0.01%	$50K	—
183	Arax Advisory Partners	1,052	0.01%	$48K	+1,034 (+5744.4%)
184	Financial Gravity Companies, Inc.	945	0.00%	$43K	NEW
185	Ritter Daniher Financial Advisory LLC / DE	936	0.00%	$43K	+6 (+0.6%)
186	Farther Finance Advisors, LLC	883	0.00%	$41K	+48 (+5.7%)
187	Quantbot Technologies LP	862	0.00%	$39K	-41,174 (-97.9%)
188	Parallel Advisors, LLC	785	0.00%	$36K	-112 (-12.5%)
189	OSAIC HOLDINGS, INC.	640	0.00%	$29K	—
190	SIGNATUREFD, LLC	479	0.00%	$22K	NEW
191	Allworth Financial LP	468	0.00%	$21K	+409 (+693.2%)
192	Sterling Capital Management LLC	427	0.00%	$20K	-279 (-39.5%)
193	Founders Capital Management	400	0.00%	$18K	—
194	Pinnacle Wealth Planning Services, Inc.	364	0.00%	$17K	+2 (+0.6%)
195	Salomon & Ludwin, LLC	355	0.00%	$16K	+305 (+610.0%)
196	Nykredit A/S	318	0.00%	$15K	NEW
197	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	308	0.00%	$14K	-8 (-2.5%)
198	Versant Capital Management, Inc	263	0.00%	$12K	—
199	HARBOR CAPITAL ADVISORS, INC.	256	0.00%	$12K	—
200	EverSource Wealth Advisors, LLC	252	0.00%	$12K	-53 (-17.4%)
201	Covestor Ltd	239	0.00%	$10K	+31 (+14.9%)
202	Smartleaf Asset Management LLC	207	0.00%	$10K	—
203	HANTZ FINANCIAL SERVICES, INC.	203	0.00%	$9K	+31 (+18.0%)
204	IFP Advisors, Inc	187	0.00%	$9K	+167 (+835.0%)
205	Kilter Group LLC	167	0.00%	$8K	—
206	AdvisorNet Financial, Inc	149	0.00%	$7K	—
207	ROTHSCHILD INVESTMENT LLC	140	0.00%	$6K	+118 (+536.4%)
208	JONES FINANCIAL COMPANIES LLLP	135	0.00%	$7K	+41 (+43.6%)
209	UMB Bank, n.a.	131	0.00%	$6K	+45 (+52.3%)
210	Financial Perspectives, Inc	100	0.00%	$5K	—
211	BARROW HANLEY MEWHINNEY & STRAUSS LLC	87	0.00%	$4K	—
212	MTM Investment Management, LLC	50	0.00%	$2K	—
213	CX Institutional	48	0.00%	$2K	—
214	Quarry LP	47	0.00%	$2K	-18 (-27.7%)
215	SBI Securities Co., Ltd.	44	0.00%	$2K	—
216	Optiver Holding B.V.	39	0.00%	$2K	NEW
217	KELLEHER FINANCIAL ADVISORS	38	0.00%	$2K	NEW
218	Essential Partners LLC	34	0.00%	$2K	+29 (+580.0%)
219	Fortitude Family Office, LLC	23	0.00%	$1K	—
220	Clearstead Advisors, LLC	21	0.00%	$961	NEW
221	Larson Financial Group LLC	21	0.00%	$961	NEW
222	Quent Capital, LLC	20	0.00%	$915	NEW
223	Valued Wealth Advisors LLC	19	0.00%	$870	NEW
224	Rockefeller Capital Management L.P.	19	0.00%	$869	-5 (-20.8%)
225	Keating Financial Advisory Services, Inc.	17	0.00%	$778	NEW
226	Wealth Enhancement Trust Services, Inc.	16	0.00%	$732	NEW
227	Torren Management, LLC	14	0.00%	$640	—
228	FARMERS & MERCHANTS INVESTMENTS INC	14	0.00%	$640	—
229	True Wealth Design, LLC	12	0.00%	$549	NEW
230	MassMutual Private Wealth & Trust, FSB	11	0.00%	$503	—
231	SJS Investment Consulting Inc.	10	0.00%	$458	NEW
232	FIRST HORIZON CORP	10	0.00%	$457	—
233	GILPIN WEALTH MANAGEMENT, LLC	6	0.00%	$275	-2 (-25.0%)
234	JPL Wealth Management, LLC	4	0.00%	$183	NEW
235	JFS WEALTH ADVISORS, LLC	4	0.00%	$183	NEW
236	Cedar Mountain Advisors, LLC	3	0.00%	$137	—
237	Davis Capital Management	1	0.00%	$46	NEW

Exited since 2026-03-31 (32 filers; largest 25 shown)

SEGALL BRYANT & HAMILL, LLC	−478,904
JANE STREET GROUP, LLC	−181,345
MILLENNIUM MANAGEMENT LLC	−87,462
Trexquant Investment LP	−70,037
Moran Wealth Management, LLC	−62,829
Aquatic Capital Management LLC	−42,156
Brooklyn Investment Group	−37,403
STATE OF WISCONSIN INVESTMENT BOARD	−32,403
MOODY NATIONAL BANK TRUST DIVISION	−20,860
Riverpoint Wealth Management Holdings, LLC	−20,754
VARCOV Co.	−14,561
HSBC HOLDINGS PLC	−14,135
Cambridge Investment Research Advisors, Inc.	−12,647
ALPS ADVISORS INC	−11,887
JANUS HENDERSON GROUP PLC	−10,550
R Squared Ltd	−8,649
OXFORD ASSET MANAGEMENT LLP	−7,607
nVerses Capital, LLC	−6,757
Polymer Capital Management (US) LLC	−6,689
CWM, LLC	−2,041
Financial Gravity Asset Management, Inc.	−945
TD Capital Management LLC	−200
Gleason Group, Inc.	−109
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	−100
QUADRANT CAPITAL GROUP LLC	−64

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
Vanguard Portfolio Management	SCHEDULE 13G/A	2026-07-31	2026-06-30	1,183,872	5.67%
Dimensional Fund Advisors LP	SCHEDULE 13G	2026-07-14	2026-06-30	1,153,822	5.5%
Vanguard Capital Management	SCHEDULE 13G	2026-04-29	2026-03-31	1,099,698	5.11%
BlackRock, Inc.	SCHEDULE 13G/A	2026-04-24	2026-03-31	3,238,890	15.1%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
Victory Capital Management, Inc.	SCHEDULE 13G	2025-01-28	2024-12-31	1,155,967	5.27%

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.