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.
Share classes (cover page of the 10-Q filed 2026-07-28, as of 2026-07-21)
| Class | Listed | Shares outstanding | Held by 13F filers | % of class | Holders | CUSIP |
|---|---|---|---|---|---|---|
| Common stock | CTO · NYSE | 37,485,454 | 24,984,638 | 66.7% | 219 | 22948Q101 |
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.
Top holders (219 of 219 · 22948Q101)
change vs 2026-03-31| # | Filer | Shares | % of class | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,606,519 | 9.62% | $77.6M | +310,568 (+9.4%) |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,631,242 | 4.35% | $35.1M | +10,013 (+0.6%) |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1,385,610 | 3.70% | $29.8M | +36,093 (+2.7%) |
| 4 | TWO SIGMA INVESTMENTS, LP | 1,358,088 | 3.62% | $29.2M | +476,459 (+54.0%) |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 1,014,386 | 2.71% | $21.8M | +176,499 (+21.1%) |
| 6 | STATE STREET CORP | 732,993 | 1.96% | $15.8M | +22,806 (+3.2%) |
| 7 | Heitman Real Estate Securities LLC | 710,452 | 1.90% | $15.3M | -32,244 (-4.3%) |
| 8 | Cutler Capital Management, LLC | 651,274 | 1.74% | $14.0M | -8,096 (-1.2%) |
| 9 | Invesco Ltd. | 572,289 | 1.53% | $12.3M | +33,240 (+6.2%) |
| 10 | GRACE & WHITE INC /NY | 558,501 | 1.49% | $12.0M | -32,624 (-5.5%) |
| 11 | Miller Value Partners, LLC | 539,900 | 1.44% | $11.6M | -16,153 (-2.9%) |
| 12 | DIMENSIONAL FUND ADVISORS LP | 469,023 | 1.25% | $10.1M | +25,277 (+5.7%) |
| 13 | ACADIAN ASSET MANAGEMENT LLC | 460,124 | 1.23% | $9.9M | NEW |
| 14 | MORGAN STANLEY | 458,208 | 1.22% | $9.9M | +70,289 (+18.1%) |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 458,075 | 1.22% | $9.9M | +145,898 (+46.7%) |
| 16 | INGALLS & SNYDER LLC | 454,354 | 1.21% | $9.8M | -14,798 (-3.2%) |
| 17 | LSV ASSET MANAGEMENT | 421,202 | 1.12% | $9.1M | -6,500 (-1.5%) |
| 18 | Man Group plc | 379,354 | 1.01% | $8.2M | +132,206 (+53.5%) |
| 19 | Qube Research & Technologies Ltd | 368,697 | 0.98% | $7.9M | +329,168 (+832.7%) |
| 20 | Leeward Investments, LLC - MA | 349,571 | 0.93% | $7.5M | -7,693 (-2.2%) |
| 21 | KENNEDY CAPITAL MANAGEMENT LLC | 329,907 | 0.88% | $7.1M | -5,243 (-1.6%) |
| 22 | State of New Jersey Common Pension Fund D | 299,068 | 0.80% | $6.4M | +10,000 (+3.5%) |
| 23 | NORTHERN TRUST CORP | 293,912 | 0.78% | $6.3M | +29,560 (+11.2%) |
| 24 | UBS Group AG | 247,443 | 0.66% | $5.3M | +11,953 (+5.1%) |
| 25 | CITADEL ADVISORS LLC | 237,221 | 0.63% | $5.1M | -97,228 (-29.1%) |
| 26 | Russell Investments Group, Ltd. | 234,932 | 0.63% | $5.1M | +22,778 (+10.7%) |
| 27 | AQR CAPITAL MANAGEMENT LLC | 234,820 | 0.63% | $5.1M | +69,809 (+42.3%) |
| 28 | Boston Partners | 234,314 | 0.63% | $5.0M | +32,879 (+16.3%) |
| 29 | LOS ANGELES CAPITAL MANAGEMENT LLC | 225,211 | 0.60% | $4.8M | +156,246 (+226.6%) |
| 30 | VANGUARD FIDUCIARY TRUST CO | 204,538 | 0.55% | $4.4M | +9,454 (+4.8%) |
| 31 | Vision Capital Corp | 186,000 | 0.50% | $4.0M | NEW |
| 32 | MARSHALL WACE, LLP | 183,560 | 0.49% | $3.9M | +19,133 (+11.6%) |
| 33 | PRUDENTIAL FINANCIAL INC | 181,591 | 0.48% | $3.9M | NEW |
| 34 | GOLDMAN SACHS GROUP INC | 171,652 | 0.46% | $3.7M | +32,134 (+23.0%) |
| 35 | Bank of New York Mellon Corp | 171,582 | 0.46% | $3.7M | +9,590 (+5.9%) |
| 36 | JPMORGAN CHASE & CO | 165,187 | 0.44% | $3.6M | +18,289 (+12.5%) |
| 37 | RAYMOND JAMES FINANCIAL INC | 158,426 | 0.42% | $3.4M | -7,757 (-4.7%) |
| 38 | AMERIPRISE FINANCIAL INC | 146,445 | 0.39% | $3.2M | NEW |
| 39 | BARCLAYS PLC | 131,701 | 0.35% | $2.8M | +3,278 (+2.6%) |
| 40 | SummitTX Capital, L.P. | 128,789 | 0.34% | $2.8M | -38,756 (-23.1%) |
| 41 | RENAISSANCE TECHNOLOGIES LLC | 126,001 | 0.34% | $2.7M | -86,299 (-40.6%) |
| 42 | FJ Capital Management LLC | 120,922 | 0.32% | $2.6M | +4,579 (+3.9%) |
| 43 | XTX Topco Ltd | 116,998 | 0.31% | $2.5M | NEW |
| 44 | BANK OF AMERICA CORP /DE/ | 112,860 | 0.30% | $2.4M | +4,245 (+3.9%) |
| 45 | JACOBS LEVY EQUITY MANAGEMENT, INC | 100,820 | 0.27% | $2.2M | NEW |
| 46 | Truvestments Capital LLC | 97,937 | 0.26% | $2.1M | -4,570 (-4.5%) |
| 47 | FMR LLC | 95,487 | 0.25% | $2.1M | +72,270 (+311.3%) |
| 48 | Quantinno Capital Management LP | 92,501 | 0.25% | $2.0M | +27,672 (+42.7%) |
| 49 | MARTINGALE ASSET MANAGEMENT L P | 91,309 | 0.24% | $2.0M | +36,659 (+67.1%) |
| 50 | LAZARD ASSET MANAGEMENT LLC | 89,911 | 0.24% | $1.9M | +11,553 (+14.7%) |
| 51 | FRANKLIN RESOURCES INC | 89,244 | 0.24% | $1.9M | NEW |
| 52 | D. E. Shaw & Co., Inc. | 87,024 | 0.23% | $1.9M | +62,284 (+251.8%) |
| 53 | Y-Intercept (Hong Kong) Ltd | 78,912 | 0.21% | $1.7M | -26,732 (-25.3%) |
| 54 | MACKENZIE FINANCIAL CORP | 78,696 | 0.21% | $1.7M | +55,416 (+238.0%) |
| 55 | PINNACLE ASSOCIATES LTD | 76,276 | 0.20% | $1.6M | +3,672 (+5.1%) |
| 56 | PRICE T ROWE ASSOCIATES INC /MD/ | 73,003 | 0.19% | $1.6M | +13,960 (+23.6%) |
| 57 | NORGES BANK | 72,400 | 0.19% | $1.6M | NEW |
| 58 | MILLENNIUM MANAGEMENT LLC | 70,727 | 0.19% | $1.5M | +55,818 (+374.4%) |
| 59 | VICTORY CAPITAL MANAGEMENT INC | 70,454 | 0.19% | $1.5M | NEW |
| 60 | Nuveen, LLC | 63,264 | 0.17% | $1.4M | — |
| 61 | US BANCORP \DE\ | 61,737 | 0.16% | $1.3M | +87 (+0.1%) |
| 62 | BNP PARIBAS FINANCIAL MARKETS | 61,606 | 0.16% | $1.3M | +49,955 (+428.8%) |
| 63 | JANE STREET GROUP, LLC | 61,175 | 0.16% | $1.3M | -48,456 (-44.2%) |
| 64 | HighTower Advisors, LLC | 60,538 | 0.16% | $1.3M | +15,049 (+33.1%) |
| 65 | Penserra Capital Management LLC | 60,371 | 0.16% | $1.3M | -6,811 (-10.1%) |
| 66 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 57,644 | 0.15% | $1.2M | +21,883 (+61.2%) |
| 67 | Quantbot Technologies LP | 55,145 | 0.15% | $1.2M | +25,394 (+85.4%) |
| 68 | Susquehanna Portfolio Strategies, LLC | 54,751 | 0.15% | $1.2M | +6,085 (+12.5%) |
| 69 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 51,566 | 0.14% | $1.1M | — |
| 70 | NOMURA ASSET MANAGEMENT CO LTD | 50,700 | 0.14% | $1.1M | +7,000 (+16.0%) |
| 71 | Odyssean, LLC | 50,314 | 0.13% | $1.1M | NEW |
| 72 | NAPLES GLOBAL ADVISORS, LLC | 47,545 | 0.13% | $1.0M | -420 (-0.9%) |
| 73 | RHUMBLINE ADVISERS | 46,219 | 0.12% | $994K | +2,158 (+4.9%) |
| 74 | Asset Management One Co., Ltd. | 43,634 | 0.12% | $939K | -3 (-0.0%) |
| 75 | ExodusPoint Capital Management, LP | 41,019 | 0.11% | $882K | +6,350 (+18.3%) |
| 76 | Cambria Investment Management, L.P. | 40,448 | 0.11% | $870K | NEW |
| 77 | SEI INVESTMENTS CO | 37,899 | 0.10% | $815K | -27,126 (-41.7%) |
| 78 | Cambridge Investment Research Advisors, Inc. | 37,858 | 0.10% | $814K | +22,493 (+146.4%) |
| 79 | VOYA INVESTMENT MANAGEMENT LLC | 36,642 | 0.10% | $788K | +2,396 (+7.0%) |
| 80 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 35,929 | 0.10% | $773K | NEW |
| 81 | Crossingbridge Advisors, LLC | 35,000 | 0.09% | $753K | -15,400 (-30.6%) |
| 82 | AlphaCentric Advisors LLC | 35,000 | 0.09% | $753K | -15,400 (-30.6%) |
| 83 | IEQ CAPITAL, LLC | 34,834 | 0.09% | $749K | +17,659 (+102.8%) |
| 84 | Brevan Howard Capital Management LP | 33,831 | 0.09% | $728K | NEW |
| 85 | Campbell & CO Investment Adviser LLC | 33,284 | 0.09% | $716K | NEW |
| 86 | LPL Financial LLC | 32,890 | 0.09% | $707K | +5,989 (+22.3%) |
| 87 | DEUTSCHE BANK AG\ | 32,351 | 0.09% | $696K | +7,953 (+32.6%) |
| 88 | Connor, Clark & Lunn Investment Management Ltd. | 32,088 | 0.09% | $690K | NEW |
| 89 | Engineers Gate Manager LP | 30,711 | 0.08% | $661K | +11,911 (+63.4%) |
| 90 | WELLS FARGO & COMPANY/MN | 30,347 | 0.08% | $653K | +18,161 (+149.0%) |
| 91 | Sumitomo Mitsui Trust Group, Inc. | 29,463 | 0.08% | $634K | -43 (-0.1%) |
| 92 | ALLIANCEBERNSTEIN L.P. | 28,898 | 0.08% | $534K | — |
| 93 | BOOTHBAY FUND MANAGEMENT, LLC | 27,213 | 0.07% | $585K | NEW |
| 94 | Mitsubishi UFJ Asset Management Co., Ltd. | 26,487 | 0.07% | $570K | +3,500 (+15.2%) |
| 95 | State of Wyoming | 25,025 | 0.07% | $538K | NEW |
| 96 | ZWJ INVESTMENT COUNSEL INC | 24,657 | 0.07% | $530K | — |
| 97 | Pasadena Private Wealth, LLC | 24,278 | 0.06% | $522K | — |
| 98 | Buckland Partners Management Co LLC | 24,000 | 0.06% | $516K | — |
| 99 | Daiwa Securities Group Inc. | 23,726 | 0.06% | $510K | +1,420 (+6.4%) |
| 100 | Dynamic Technology Lab Private Ltd | 23,431 | 0.06% | $504K | +5,788 (+32.8%) |
| 101 | Abel Hall, LLC | 23,243 | 0.06% | $500K | +695 (+3.1%) |
| 102 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 23,052 | 0.06% | $496K | -761 (-3.2%) |
| 103 | LDR Capital Management LLC | 22,909 | 0.06% | $493K | +2,699 (+13.4%) |
| 104 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 22,700 | 0.06% | $488K | — |
| 105 | STATE OF WISCONSIN INVESTMENT BOARD | 22,236 | 0.06% | $478K | +5,500 (+32.9%) |
| 106 | Sequoia Financial Advisors, LLC | 22,139 | 0.06% | $476K | +11,733 (+112.8%) |
| 107 | Creative Planning | 21,710 | 0.06% | $467K | +2,729 (+14.4%) |
| 108 | Kestra Advisory Services, LLC | 20,998 | 0.06% | $452K | +528 (+2.6%) |
| 109 | ENVESTNET ASSET MANAGEMENT INC | 20,828 | 0.06% | $448K | +1,173 (+6.0%) |
| 110 | Jefferies Financial Group Inc. | 20,613 | 0.05% | $443K | NEW |
| 111 | Worth Venture Partners, LLC | 20,602 | 0.05% | $443K | -9,600 (-31.8%) |
| 112 | MetLife Investment Management, LLC | 20,277 | 0.05% | $436K | +3,489 (+20.8%) |
| 113 | FIRST MANHATTAN CO. LLC. | 20,200 | 0.05% | $435K | — |
| 114 | MERCER GLOBAL ADVISORS INC /ADV | 20,070 | 0.05% | $432K | -3,547 (-15.0%) |
| 115 | FIRST TRUST ADVISORS LP | 18,717 | 0.05% | $403K | +1,139 (+6.5%) |
| 116 | CITIGROUP INC | 18,163 | 0.05% | $391K | +13,876 (+323.7%) |
| 117 | State of Alaska, Department of Revenue | 17,918 | 0.05% | $385K | +710 (+4.1%) |
| 118 | Cerity Partners LLC | 17,116 | 0.05% | $368K | +5,205 (+43.7%) |
| 119 | Quadrature Capital Ltd | 16,822 | 0.04% | $362K | NEW |
| 120 | BROWN ADVISORY INC | 16,680 | 0.04% | $359K | — |
| 121 | EVERGREEN CAPITAL MANAGEMENT LLC | 16,656 | 0.04% | $358K | — |
| 122 | Pinnacle Wealth Management Advisory Group, LLC | 16,627 | 0.04% | $358K | -6,148 (-27.0%) |
| 123 | Hillsdale Investment Management Inc. | 16,570 | 0.04% | $356K | NEW |
| 124 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15,814 | 0.04% | $337K | +5,803 (+58.0%) |
| 125 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 15,274 | 0.04% | $329K | +323 (+2.2%) |
| 126 | COMMONWEALTH EQUITY SERVICES, LLC | 15,203 | 0.04% | $327K | +3,228 (+27.0%) |
| 127 | GUGGENHEIM CAPITAL LLC | 15,153 | 0.04% | $326K | +2,633 (+21.0%) |
| 128 | M&G PLC | 13,894 | 0.04% | $306K | — |
| 129 | Sage Investment Counsel LLC | 13,700 | 0.04% | $295K | — |
| 130 | Values Added Financial LLC | 13,225 | 0.04% | $284K | — |
| 131 | Resona Asset Management Co.,Ltd. | 12,644 | 0.03% | $277K | — |
| 132 | NEW YORK STATE COMMON RETIREMENT FUND | 12,097 | 0.03% | $260K | +4,800 (+65.8%) |
| 133 | ALPS ADVISORS INC | 12,059 | 0.03% | $259K | +230 (+1.9%) |
| 134 | Focus Partners Wealth | 11,971 | 0.03% | $258K | NEW |
| 135 | Cornerstone Investment Partners, LLC | 11,957 | 0.03% | $257K | NEW |
| 136 | Vanguard Global Advisers, LLC | 11,790 | 0.03% | $254K | — |
| 137 | Jain Global LLC | 11,514 | 0.03% | $248K | NEW |
| 138 | Somerset Trust Co | 11,417 | 0.03% | $246K | -232 (-2.0%) |
| 139 | Wealth Architects, LLC | 11,391 | 0.03% | $245K | — |
| 140 | Police & Firemen's Retirement System of New Jersey | 11,023 | 0.03% | $237K | +2,109 (+23.7%) |
| 141 | Samalin Investment Counsel, LLC | 11,001 | 0.03% | $237K | +77 (+0.7%) |
| 142 | Wealthspire Advisors, LLC | 10,884 | 0.03% | $234K | +12 (+0.1%) |
| 143 | Allspring Global Investments Holdings, LLC | 10,760 | 0.03% | $231K | +333 (+3.2%) |
| 144 | Thrivent Financial for Lutherans | 10,712 | 0.03% | $230K | -851 (-7.4%) |
| 145 | Mariner, LLC | 10,502 | 0.03% | $226K | NEW |
| 146 | INCEPTIONR LLC | 9,954 | 0.03% | $214K | -11,604 (-53.8%) |
| 147 | GLOBEFLEX CAPITAL L P | 9,847 | 0.03% | $212K | NEW |
| 148 | Mirae Asset Global Investments Co., Ltd. | 9,336 | 0.02% | $201K | NEW |
| 149 | ROYAL BANK OF CANADA | 8,613 | 0.02% | $186K | +809 (+10.4%) |
| 150 | OSAIC HOLDINGS, INC. | 7,303 | 0.02% | $157K | +463 (+6.8%) |
| 151 | PNC Financial Services Group, Inc. | 6,826 | 0.02% | $147K | +1,060 (+18.4%) |
| 152 | STRS OHIO | 6,500 | 0.02% | $140K | +1,100 (+20.4%) |
| 153 | VIRTUS ADVISERS, LLC | 5,568 | 0.01% | $120K | -232 (-4.0%) |
| 154 | CHILTON CAPITAL MANAGEMENT LLC | 4,681 | 0.01% | $101K | — |
| 155 | TD Waterhouse Canada Inc. | 3,858 | 0.01% | $83K | — |
| 156 | Itau Unibanco Holding S.A. | 3,303 | 0.01% | $71K | -2,354 (-41.6%) |
| 157 | Legal & General Group Plc | 3,235 | 0.01% | $70K | +475 (+17.2%) |
| 158 | Ameritas Investment Partners, Inc. | 3,010 | 0.01% | $65K | +410 (+15.8%) |
| 159 | Tower Research Capital LLC (TRC) | 2,964 | 0.01% | $64K | +954 (+47.5%) |
| 160 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 2,854 | 0.01% | $61K | NEW |
| 161 | NATIONAL BANK OF CANADA /FI/ | 2,500 | 0.01% | $54K | — |
| 162 | SIGNATUREFD, LLC | 2,492 | 0.01% | $54K | +70 (+2.9%) |
| 163 | Triumph Capital Management | 2,420 | 0.01% | $52K | -212 (-8.1%) |
| 164 | Arax Advisory Partners | 2,211 | 0.01% | $48K | +2,150 (+3524.6%) |
| 165 | GAMMA Investing LLC | 2,208 | 0.01% | $47K | +401 (+22.2%) |
| 166 | Rockefeller Capital Management L.P. | 1,650 | 0.00% | $35K | +1,000 (+153.8%) |
| 167 | NISA INVESTMENT ADVISORS, LLC | 1,172 | 0.00% | $25K | -1,390 (-54.3%) |
| 168 | HARBOUR INVESTMENTS, INC. | 1,088 | 0.00% | $23K | — |
| 169 | Ares Financial Consulting, LLC | 1,079 | 0.00% | $23K | — |
| 170 | Global Retirement Partners, LLC | 1,076 | 0.00% | $23K | NEW |
| 171 | Avion Wealth | 1,071 | 0.00% | $23K | — |
| 172 | ROTHSCHILD INVESTMENT LLC | 1,070 | 0.00% | $23K | +98 (+10.1%) |
| 173 | JONES FINANCIAL COMPANIES LLLP | 901 | 0.00% | $20K | +4 (+0.4%) |
| 174 | Allworth Financial LP | 885 | 0.00% | $19K | +96 (+12.2%) |
| 175 | Capital Advisors, Ltd. LLC | 806 | 0.00% | $17K | — |
| 176 | Farther Finance Advisors, LLC | 801 | 0.00% | $17K | +309 (+62.8%) |
| 177 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 779 | 0.00% | $17K | — |
| 178 | Moisand Fitzgerald Tamayo, LLC | 775 | 0.00% | $17K | — |
| 179 | Sterling Capital Management LLC | 668 | 0.00% | $14K | -377 (-36.1%) |
| 180 | Anchor Bay Capital, Inc. | 637 | 0.00% | $14K | NEW |
| 181 | NewEdge Advisors, LLC | 624 | 0.00% | $13K | +60 (+10.6%) |
| 182 | Covestor Ltd | 582 | 0.00% | $13K | +90 (+18.3%) |
| 183 | Cedar Mountain Advisors, LLC | 493 | 0.00% | $11K | — |
| 184 | Steward Partners Investment Advisory, LLC | 470 | 0.00% | $10K | NEW |
| 185 | MassMutual Private Wealth & Trust, FSB | 456 | 0.00% | $10K | +1 (+0.2%) |
| 186 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 440 | 0.00% | $9K | -1,257 (-74.1%) |
| 187 | Versant Capital Management, Inc | 421 | 0.00% | $9K | — |
| 188 | Ancora Advisors LLC | 418 | 0.00% | $9K | -4 (-0.9%) |
| 189 | LANARK FINANCIAL, INC. | 415 | 0.00% | $9K | +7 (+1.7%) |
| 190 | JNBA Financial Advisors | 358 | 0.00% | $8K | — |
| 191 | Essential Partners LLC | 338 | 0.00% | $7K | +38 (+12.7%) |
| 192 | HARBOR CAPITAL ADVISORS, INC. | 337 | 0.00% | $7K | — |
| 193 | Vision Retirement, LLC | 300 | 0.00% | $6K | — |
| 194 | BESSEMER GROUP INC | 299 | 0.00% | $6K | — |
| 195 | IFP Advisors, Inc | 271 | 0.00% | $6K | +123 (+83.1%) |
| 196 | WOLFF WIESE MAGANA LLC | 260 | 0.00% | $6K | — |
| 197 | Optiver Holding B.V. | 258 | 0.00% | $6K | -224 (-46.5%) |
| 198 | ESL Trust Services, LLC | 250 | 0.00% | $5K | — |
| 199 | Parallel Advisors, LLC | 228 | 0.00% | $5K | -58 (-20.3%) |
| 200 | Bare Financial Services, Inc | 159 | 0.00% | $3K | +93 (+140.9%) |
| 201 | Smartleaf Asset Management LLC | 146 | 0.00% | $3K | — |
| 202 | HUNTINGTON NATIONAL BANK | 121 | 0.00% | $3K | — |
| 203 | Clearstead Advisors, LLC | 108 | 0.00% | $2K | NEW |
| 204 | Quarry LP | 107 | 0.00% | $2K | NEW |
| 205 | FIRST HORIZON CORP | 102 | 0.00% | $2K | — |
| 206 | Pinnacle Wealth Planning Services, Inc. | 97 | 0.00% | $2K | — |
| 207 | EverSource Wealth Advisors, LLC | 95 | 0.00% | $2K | -409 (-81.2%) |
| 208 | FIFTH THIRD BANCORP | 78 | 0.00% | $2K | -24 (-23.5%) |
| 209 | Physician Wealth Advisors, Inc. | 66 | 0.00% | $1K | -20 (-23.3%) |
| 210 | WPG Advisers, LLC | 47 | 0.00% | $1K | — |
| 211 | Silver Grove Financial Group, Inc. | 46 | 0.00% | $989 | NEW |
| 212 | Cornerstone Planning Group LLC | 44 | 0.00% | $975 | — |
| 213 | Transamerica Financial Advisors, LLC | 28 | 0.00% | $602 | — |
| 214 | Strategic Wealth Partners, Ltd. | 14 | 0.00% | $301 | — |
| 215 | SJS Investment Consulting Inc. | 13 | 0.00% | $280 | +6 (+85.7%) |
| 216 | Fortitude Family Office, LLC | 10 | 0.00% | $215 | NEW |
| 217 | True Wealth Design, LLC | 4 | 0.00% | $87 | -11 (-73.3%) |
| 218 | Hughes Financial Services, LLC | 1 | 0.00% | $22 | — |
| 219 | Dunhill Financial, LLC | 1 | 0.00% | $21 | — |
Exited since 2026-03-31 (13 filers; largest 13 shown)
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 |
|---|---|---|---|---|---|
| Dynasty Invest Ltd. | SCHEDULE 13G/A | 2026-09-10 | 2026-06-30 | 1,900,001 | 5.1% |
| Moris Tabacinic | SCHEDULE 13G/A | 2026-09-10 | 2026-06-30 | 1,900,001 | 5.1% |
| Vanguard Portfolio Management | SCHEDULE 13G/A | 2026-07-31 | 2026-06-30 | 1,645,020 | 4.86% |
| The Vanguard Group | SCHEDULE 13G/A | 2026-03-26 | 2026-03-13 | 0 | 0% |
| BlackRock, Inc. | SCHEDULE 13G/A | 2025-04-17 | 2025-03-31 | 2,536,531 | 8% |
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.