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 2026-07-23, as of 2026-07-17)
| Class | Listed | Shares outstanding | Held by 13F filers | % of class | Holders | CUSIP |
|---|---|---|---|---|---|---|
| Common stock | SRCE · NASDAQ | 24,081,826 | 18,654,082 | 77.5% | 204 | 336901103 |
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 (204 of 204 · 336901103)
change vs 2026-03-31| # | Filer | Shares | % of class | Value | Change |
|---|---|---|---|---|---|
| 1 | 1ST SOURCE BANK | 5,110,889 | 21.22% | $416.9M | -68,302 (-1.3%) |
| 2 | BlackRock, Inc. | 2,039,169 | 8.47% | $166.4M | +75,567 (+3.8%) |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1,466,907 | 6.09% | $119.7M | +847 (+0.1%) |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 733,086 | 3.04% | $59.8M | -40,235 (-5.2%) |
| 5 | STATE STREET CORP | 693,773 | 2.88% | $56.6M | +74,608 (+12.0%) |
| 6 | American Trust | 655,083 | 2.72% | $53.4M | NEW |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 612,299 | 2.54% | $50.0M | +49,871 (+8.9%) |
| 8 | AMERICAN CENTURY COMPANIES INC | 547,423 | 2.27% | $44.7M | +83,323 (+18.0%) |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 524,714 | 2.18% | $42.8M | +11,008 (+2.1%) |
| 10 | Jupiter Topco LLC | 481,186 | 2.00% | $39.3M | NEW |
| 11 | Boston Trust Walden Corp | 386,741 | 1.61% | $31.6M | +62,664 (+19.3%) |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | 344,613 | 1.43% | $28.1M | -12,707 (-3.6%) |
| 13 | ALLIANCEBERNSTEIN L.P. | 305,370 | 1.27% | $21.1M | -65,662 (-17.7%) |
| 14 | KENNEDY CAPITAL MANAGEMENT LLC | 304,837 | 1.27% | $24.9M | -8,904 (-2.8%) |
| 15 | VICTORY CAPITAL MANAGEMENT INC | 262,553 | 1.09% | $21.4M | +254,879 (+3321.3%) |
| 16 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 236,806 | 0.98% | $19.3M | -7,765 (-3.2%) |
| 17 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 218,409 | 0.91% | $17.8M | +4,341 (+2.0%) |
| 18 | NORTHERN TRUST CORP | 189,584 | 0.79% | $15.5M | +5,697 (+3.1%) |
| 19 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 166,607 | 0.69% | $13.6M | +63,822 (+62.1%) |
| 20 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 145,389 | 0.60% | $11.9M | -3,490 (-2.3%) |
| 21 | UBS Group AG | 138,667 | 0.58% | $11.3M | -5,129 (-3.6%) |
| 22 | AQR CAPITAL MANAGEMENT LLC | 133,526 | 0.55% | $10.9M | +41,992 (+45.9%) |
| 23 | GOLDMAN SACHS GROUP INC | 127,717 | 0.53% | $10.4M | -45,983 (-26.5%) |
| 24 | VANGUARD FIDUCIARY TRUST CO | 117,691 | 0.49% | $9.6M | +475 (+0.4%) |
| 25 | Empowered Funds, LLC | 112,609 | 0.47% | $9.2M | +3,612 (+3.3%) |
| 26 | TWO SIGMA INVESTMENTS, LP | 105,952 | 0.44% | $8.6M | +8,490 (+8.7%) |
| 27 | MILLENNIUM MANAGEMENT LLC | 105,381 | 0.44% | $8.6M | +62,554 (+146.1%) |
| 28 | Bank of New York Mellon Corp | 105,103 | 0.44% | $8.6M | +101 (+0.1%) |
| 29 | MORGAN STANLEY | 94,043 | 0.39% | $7.7M | -8,185 (-8.0%) |
| 30 | OBERWEIS ASSET MANAGEMENT INC/ | 93,800 | 0.39% | $7.7M | +7,600 (+8.8%) |
| 31 | RENAISSANCE TECHNOLOGIES LLC | 86,415 | 0.36% | $7.0M | -36,399 (-29.6%) |
| 32 | FMR LLC | 83,780 | 0.35% | $6.8M | -42,392 (-33.6%) |
| 33 | DENALI ADVISORS LLC | 80,900 | 0.34% | $6.6M | -38,700 (-32.4%) |
| 34 | CITADEL ADVISORS LLC | 79,643 | 0.33% | $6.5M | +42,988 (+117.3%) |
| 35 | FIRST TRUST ADVISORS LP | 65,216 | 0.27% | $5.3M | -2,104 (-3.1%) |
| 36 | ISTHMUS PARTNERS, LLC | 56,461 | 0.23% | $4.6M | +530 (+0.9%) |
| 37 | BANK OF AMERICA CORP /DE/ | 55,171 | 0.23% | $4.5M | -3,498 (-6.0%) |
| 38 | DEAN INVESTMENT ASSOCIATES, LLC | 48,189 | 0.20% | $3.9M | -3,573 (-6.9%) |
| 39 | Nuveen, LLC | 46,120 | 0.19% | $3.8M | +2,407 (+5.5%) |
| 40 | DARK FOREST CAPITAL MANAGEMENT LP | 45,886 | 0.19% | $3.7M | +35,439 (+339.2%) |
| 41 | AMERIPRISE FINANCIAL INC | 45,729 | 0.19% | $3.7M | +3,619 (+8.6%) |
| 42 | WELLS FARGO & COMPANY/MN | 39,715 | 0.16% | $3.2M | +1,564 (+4.1%) |
| 43 | SEI INVESTMENTS CO | 38,772 | 0.16% | $3.2M | -10,351 (-21.1%) |
| 44 | RHUMBLINE ADVISERS | 37,274 | 0.15% | $3.0M | +715 (+2.0%) |
| 45 | Dean Capital Management | 35,000 | 0.15% | $2.9M | -1,226 (-3.4%) |
| 46 | PRICE T ROWE ASSOCIATES INC /MD/ | 34,731 | 0.14% | $2.8M | +1,382 (+4.1%) |
| 47 | JPMORGAN CHASE & CO | 34,622 | 0.14% | $2.9M | -8,325 (-19.4%) |
| 48 | Swiss National Bank | 34,189 | 0.14% | $2.8M | -2,100 (-5.8%) |
| 49 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 32,264 | 0.13% | $2.6M | -679 (-2.1%) |
| 50 | NEW YORK STATE COMMON RETIREMENT FUND | 31,399 | 0.13% | $2.6M | -5,900 (-15.8%) |
| 51 | HSBC HOLDINGS PLC | 30,996 | 0.13% | $2.5M | +23 (+0.1%) |
| 52 | Indiana Trust & Investment Management Co | 28,231 | 0.12% | $2.3M | +2,037 (+7.8%) |
| 53 | Values First Advisors, Inc. | 27,188 | 0.11% | $2.2M | -756 (-2.7%) |
| 54 | Invesco Ltd. | 26,531 | 0.11% | $2.2M | -1,589 (-5.7%) |
| 55 | BARCLAYS PLC | 25,956 | 0.11% | $2.1M | -2,473 (-8.7%) |
| 56 | PRUDENTIAL FINANCIAL INC | 25,891 | 0.11% | $2.1M | +240 (+0.9%) |
| 57 | ROYAL BANK OF CANADA | 25,832 | 0.11% | $2.1M | -1,140 (-4.2%) |
| 58 | Linden Thomas Advisory Services, LLC | 25,273 | 0.10% | $2.1M | -2,233 (-8.1%) |
| 59 | PRINCIPAL FINANCIAL GROUP INC | 25,139 | 0.10% | $2.1M | +1,615 (+6.9%) |
| 60 | Rosenthal | Henry Capital Advisors, Inc. | 25,000 | 0.10% | $2.0M | — |
| 61 | CM Management, LLC | 25,000 | 0.10% | $2.0M | +7,500 (+42.9%) |
| 62 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24,894 | 0.10% | $2.0M | -18,118 (-42.1%) |
| 63 | Russell Investments Group, Ltd. | 24,856 | 0.10% | $2.0M | +8,427 (+51.3%) |
| 64 | BNP PARIBAS FINANCIAL MARKETS | 22,650 | 0.09% | $1.8M | +306 (+1.4%) |
| 65 | CITIGROUP INC | 21,087 | 0.09% | $1.7M | +5,773 (+37.7%) |
| 66 | ACADIAN ASSET MANAGEMENT LLC | 20,760 | 0.09% | $1.7M | -18,557 (-47.2%) |
| 67 | VANGUARD ASSET MANAGEMENT, Ltd | 20,019 | 0.08% | $1.6M | -432 (-2.1%) |
| 68 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 19,887 | 0.08% | $1.6M | +2,968 (+17.5%) |
| 69 | DEUTSCHE BANK AG\ | 19,839 | 0.08% | $1.6M | +578 (+3.0%) |
| 70 | Jackson Creek Investment Advisors LLC | 18,275 | 0.08% | $1.6M | -7,046 (-27.8%) |
| 71 | Legato Capital Management LLC | 18,251 | 0.08% | $1.5M | -641 (-3.4%) |
| 72 | MARTINGALE ASSET MANAGEMENT L P | 18,015 | 0.07% | $1.5M | -6,400 (-26.2%) |
| 73 | Creative Planning | 16,936 | 0.07% | $1.4M | +3,389 (+25.0%) |
| 74 | Legal & General Group Plc | 16,125 | 0.07% | $1.3M | +1,973 (+13.9%) |
| 75 | SG Americas Securities, LLC | 15,601 | 0.06% | $1.3M | -16,777 (-51.8%) |
| 76 | IFG Advisory, LLC | 15,592 | 0.06% | $1.3M | NEW |
| 77 | Mirae Asset Global Investments Co., Ltd. | 15,085 | 0.06% | $1.2M | +2,292 (+17.9%) |
| 78 | Quantinno Capital Management LP | 14,806 | 0.06% | $1.2M | +7,309 (+97.5%) |
| 79 | JACOBS LEVY EQUITY MANAGEMENT, INC | 14,777 | 0.06% | $1.2M | +9,543 (+182.3%) |
| 80 | CANADA PENSION PLAN INVESTMENT BOARD | 13,800 | 0.06% | $1.1M | — |
| 81 | KLP KAPITALFORVALTNING AS | 13,500 | 0.06% | $1.1M | +4,700 (+53.4%) |
| 82 | Ellsworth Advisors, LLC | 11,668 | 0.05% | $959K | +529 (+4.7%) |
| 83 | Rafferty Asset Management, LLC | 11,469 | 0.05% | $936K | -7 (-0.1%) |
| 84 | Brevan Howard Capital Management LP | 11,148 | 0.05% | $909K | +6,029 (+117.8%) |
| 85 | FRANKLIN RESOURCES INC | 10,787 | 0.04% | $880K | +1,462 (+15.7%) |
| 86 | Midwest Trust Co | 10,659 | 0.04% | $870K | -178 (-1.6%) |
| 87 | MetLife Investment Management, LLC | 10,633 | 0.04% | $867K | +410 (+4.0%) |
| 88 | LPL Financial LLC | 10,590 | 0.04% | $864K | +629 (+6.3%) |
| 89 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 10,243 | 0.04% | $836K | +2,641 (+34.7%) |
| 90 | TEACHER RETIREMENT SYSTEM OF TEXAS | 9,620 | 0.04% | $785K | -9,005 (-48.3%) |
| 91 | D. E. Shaw & Co., Inc. | 9,285 | 0.04% | $757K | +6,211 (+202.0%) |
| 92 | ENVESTNET ASSET MANAGEMENT INC | 8,804 | 0.04% | $718K | -222 (-2.5%) |
| 93 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 8,327 | 0.03% | $679K | -349 (-4.0%) |
| 94 | Inspire Investing, LLC | 8,324 | 0.03% | $679K | +926 (+12.5%) |
| 95 | Quantbot Technologies LP | 7,866 | 0.03% | $642K | +2,600 (+49.4%) |
| 96 | Allspring Global Investments Holdings, LLC | 7,842 | 0.03% | $653K | +247 (+3.3%) |
| 97 | Aquatic Capital Management LLC | 7,696 | 0.03% | $628K | NEW |
| 98 | Mariner, LLC | 7,547 | 0.03% | $616K | +1,769 (+30.6%) |
| 99 | ALPS ADVISORS INC | 7,402 | 0.03% | $604K | +95 (+1.3%) |
| 100 | Y-Intercept (Hong Kong) Ltd | 7,377 | 0.03% | $602K | NEW |
| 101 | EntryPoint Capital, LLC | 7,214 | 0.03% | $589K | — |
| 102 | Vanguard Global Advisers, LLC | 7,150 | 0.03% | $583K | -9,052 (-55.9%) |
| 103 | LAZARD ASSET MANAGEMENT LLC | 7,041 | 0.03% | $574K | +800 (+12.8%) |
| 104 | Squarepoint Ops LLC | 6,834 | 0.03% | $558K | +3,444 (+101.6%) |
| 105 | IEQ CAPITAL, LLC | 6,705 | 0.03% | $547K | +2,694 (+67.2%) |
| 106 | Point72 Asset Management, L.P. | 6,540 | 0.03% | $534K | -18,658 (-74.0%) |
| 107 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,942 | 0.02% | $484K | +1,049 (+21.4%) |
| 108 | Pathstone Holdings, LLC | 5,900 | 0.02% | $481K | +800 (+15.7%) |
| 109 | Zurcher Kantonalbank (Zurich Cantonalbank) | 5,827 | 0.02% | $475K | +1,310 (+29.0%) |
| 110 | Granite Investment Partners, LLC | 5,736 | 0.02% | $468K | -365 (-6.0%) |
| 111 | FIFTH THIRD BANCORP | 5,667 | 0.02% | $462K | -421 (-6.9%) |
| 112 | Trexquant Investment LP | 5,603 | 0.02% | $457K | -2,941 (-34.4%) |
| 113 | Sequoia Financial Advisors, LLC | 5,444 | 0.02% | $444K | NEW |
| 114 | North Star Investment Management Corp. | 5,349 | 0.02% | $436K | — |
| 115 | RAYMOND JAMES FINANCIAL INC | 5,305 | 0.02% | $433K | +984 (+22.8%) |
| 116 | Eddie Patel Inc | 5,249 | 0.02% | $428K | NEW |
| 117 | Police & Firemen's Retirement System of New Jersey | 5,230 | 0.02% | $427K | +571 (+12.3%) |
| 118 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 5,176 | 0.02% | $422K | -2,687 (-34.2%) |
| 119 | &PARTNERS | 4,757 | 0.02% | $388K | -199 (-4.0%) |
| 120 | ARIZONA STATE RETIREMENT SYSTEM | 4,699 | 0.02% | $383K | -334 (-6.6%) |
| 121 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 4,675 | 0.02% | $381K | — |
| 122 | Hennion & Walsh Asset Management, Inc. | 4,580 | 0.02% | $374K | -136 (-2.9%) |
| 123 | XTX Topco Ltd | 4,450 | 0.02% | $363K | +1,337 (+42.9%) |
| 124 | Sterling Capital Management LLC | 4,392 | 0.02% | $358K | -249 (-5.4%) |
| 125 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4,295 | 0.02% | $350K | NEW |
| 126 | Schonfeld Strategic Advisors LLC | 4,235 | 0.02% | $345K | NEW |
| 127 | VOYA INVESTMENT MANAGEMENT LLC | 4,181 | 0.02% | $341K | +261 (+6.7%) |
| 128 | KFG WEALTH MANAGEMENT, LLC | 4,009 | 0.02% | $327K | +16 (+0.4%) |
| 129 | Vanguard Investments Australia, Ltd. | 3,994 | 0.02% | $326K | — |
| 130 | QUADRANT CAPITAL GROUP LLC | 3,991 | 0.02% | $326K | — |
| 131 | Handelsbanken Fonder AB | 3,951 | 0.02% | $322K | — |
| 132 | Harbour Trust & Investment Management Co | 3,758 | 0.02% | $307K | — |
| 133 | Aigen Investment Management, LP | 3,753 | 0.02% | $306K | NEW |
| 134 | Curi Capital, LLC | 3,753 | 0.02% | $306K | — |
| 135 | INTECH INVESTMENT MANAGEMENT LLC | 3,586 | 0.01% | $293K | -1,049 (-22.6%) |
| 136 | Jump Financial, LLC | 3,515 | 0.01% | $287K | -385 (-9.9%) |
| 137 | Centiva Capital, LP | 3,492 | 0.01% | $285K | -122 (-3.4%) |
| 138 | AMI INVESTMENT MANAGEMENT INC | 3,440 | 0.01% | $281K | — |
| 139 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 3,403 | 0.01% | $278K | +2,548 (+298.0%) |
| 140 | MONEY CONCEPTS CAPITAL CORP | 3,300 | 0.01% | $269K | — |
| 141 | MERCER GLOBAL ADVISORS INC /ADV | 3,181 | 0.01% | $260K | NEW |
| 142 | Argent Trust Co | 3,159 | 0.01% | $258K | — |
| 143 | Cerity Partners LLC | 3,154 | 0.01% | $257K | -17,273 (-84.6%) |
| 144 | Swiss Life Asset Management Ltd | 3,040 | 0.01% | $248K | NEW |
| 145 | TRUIST FINANCIAL CORP | 2,748 | 0.01% | $224K | -222 (-7.5%) |
| 146 | Cornerstone Investment Partners, LLC | 2,689 | 0.01% | $219K | NEW |
| 147 | Pictet Asset Management Holding SA | 2,603 | 0.01% | $212K | -674 (-20.6%) |
| 148 | Graham Capital Management, L.P. | 2,589 | 0.01% | $211K | NEW |
| 149 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 2,550 | 0.01% | $208K | — |
| 150 | Entropy Technologies, LP | 2,500 | 0.01% | $204K | -800 (-24.2%) |
| 151 | LOS ANGELES CAPITAL MANAGEMENT LLC | 2,155 | 0.01% | $176K | — |
| 152 | Arax Advisory Partners | 2,076 | 0.01% | $169K | +1,944 (+1472.7%) |
| 153 | CANADA LIFE ASSURANCE Co | 1,850 | 0.01% | $151K | — |
| 154 | Financial Life Planners | 1,791 | 0.01% | $146K | -1,062 (-37.2%) |
| 155 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 1,675 | 0.01% | $137K | — |
| 156 | Ameritas Investment Partners, Inc. | 1,641 | 0.01% | $134K | +95 (+6.1%) |
| 157 | PNC Financial Services Group, Inc. | 1,242 | 0.01% | $101K | -59 (-4.5%) |
| 158 | HUNTINGTON NATIONAL BANK | 1,218 | 0.01% | $99K | +2 (+0.2%) |
| 159 | JONES FINANCIAL COMPANIES LLLP | 1,197 | 0.00% | $98K | -103 (-7.9%) |
| 160 | CX Institutional | 1,026 | 0.00% | $84K | +7 (+0.7%) |
| 161 | State of Alaska, Department of Revenue | 982 | 0.00% | $80K | — |
| 162 | Rockefeller Capital Management L.P. | 919 | 0.00% | $75K | — |
| 163 | Amova Asset Management Americas, Inc. | 906 | 0.00% | $74K | NEW |
| 164 | Tower Research Capital LLC (TRC) | 836 | 0.00% | $68K | -996 (-54.4%) |
| 165 | NISA INVESTMENT ADVISORS, LLC | 711 | 0.00% | $58K | +692 (+3642.1%) |
| 166 | Pinnacle Wealth Planning Services, Inc. | 502 | 0.00% | $41K | — |
| 167 | Frazier Financial Advisors, LLC | 494 | 0.00% | $40K | — |
| 168 | EverSource Wealth Advisors, LLC | 465 | 0.00% | $38K | -130 (-21.8%) |
| 169 | Smartleaf Asset Management LLC | 409 | 0.00% | $34K | — |
| 170 | Nykredit A/S | 334 | 0.00% | $27K | NEW |
| 171 | GAMMA Investing LLC | 331 | 0.00% | $27K | +12 (+3.8%) |
| 172 | US BANCORP \DE\ | 299 | 0.00% | $24K | -3 (-1.0%) |
| 173 | WHITTIER TRUST CO OF NEVADA INC | 248 | 0.00% | $20K | — |
| 174 | Versant Capital Management, Inc | 219 | 0.00% | $18K | — |
| 175 | MONETARY MANAGEMENT GROUP INC | 202 | 0.00% | $16K | — |
| 176 | Allworth Financial LP | 180 | 0.00% | $15K | +96 (+114.3%) |
| 177 | Parallel Advisors, LLC | 174 | 0.00% | $14K | — |
| 178 | SBI Securities Co., Ltd. | 156 | 0.00% | $13K | +55 (+54.5%) |
| 179 | Farther Finance Advisors, LLC | 133 | 0.00% | $11K | +19 (+16.7%) |
| 180 | SIGNATUREFD, LLC | 120 | 0.00% | $10K | — |
| 181 | Essential Partners LLC | 104 | 0.00% | $8K | -2 (-1.9%) |
| 182 | SJS Investment Consulting Inc. | 97 | 0.00% | $8K | +96 (+9600.0%) |
| 183 | Optiver Holding B.V. | 96 | 0.00% | $8K | +16 (+20.0%) |
| 184 | Concord Wealth Partners | 79 | 0.00% | $6K | NEW |
| 185 | Quarry LP | 65 | 0.00% | $5K | +2 (+3.2%) |
| 186 | IFP Advisors, Inc | 52 | 0.00% | $4K | +16 (+44.4%) |
| 187 | ROTHSCHILD INVESTMENT LLC | 44 | 0.00% | $4K | +9 (+25.7%) |
| 188 | Ares Financial Consulting, LLC | 32 | 0.00% | $3K | — |
| 189 | Parkside Financial Bank & Trust | 30 | 0.00% | $2K | — |
| 190 | Cornerstone Financial Management LLC | 25 | 0.00% | $2K | — |
| 191 | True Wealth Design, LLC | 24 | 0.00% | $2K | — |
| 192 | Aster Capital Management (DIFC) Ltd | 18 | 0.00% | $1K | NEW |
| 193 | Physician Wealth Advisors, Inc. | 17 | 0.00% | $1K | +8 (+88.9%) |
| 194 | Bare Financial Services, Inc | 15 | 0.00% | $1K | — |
| 195 | OSAIC HOLDINGS, INC. | 15 | 0.00% | $1K | -306 (-95.3%) |
| 196 | FEDERATED HERMES, INC. | 13 | 0.00% | $1K | -1,075 (-98.8%) |
| 197 | Clearstead Advisors, LLC | 13 | 0.00% | $1K | NEW |
| 198 | MassMutual Private Wealth & Trust, FSB | 11 | 0.00% | $897 | — |
| 199 | Bruce G. Allen Investments, LLC | 10 | 0.00% | $816 | +5 (+100.0%) |
| 200 | Covestor Ltd | 8 | 0.00% | $1K | -131 (-94.2%) |
| 201 | Steward Partners Investment Advisory, LLC | 4 | 0.00% | $352 | NEW |
| 202 | TD Waterhouse Canada Inc. | 1 | 0.00% | $83 | — |
| 203 | Hughes Financial Services, LLC | 1 | 0.00% | $82 | NEW |
| 204 | Freestone Grove Partners LP | 1 | 0.00% | $82 | NEW |
Exited since 2026-03-31 (23 filers; largest 23 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 |
|---|---|---|---|---|---|
| Oliver Cromwell Carmichael III | SCHEDULE 13G/A | 2026-07-06 | 2026-03-31 | 1,228,240 | 4.9% |
| The Vanguard Group | SCHEDULE 13G/A | 2026-03-25 | 2026-03-13 | 0 | 0% |
| BlackRock, Inc. | SCHEDULE 13G/A | 2025-04-17 | 2025-03-31 | 1,514,625 | 6% |
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.