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.

MARZETTI CO

CIK 0000057515MZTI· quarter ending 2026-06-30

Shares outstanding

27,291,000

as of 2026-08-03 · 10-K cover page, filed 2026-08-25

Held by 13F filers

19,336,355

70.9% of shares outstanding

Holders

336

-29 vs 2026-03-31 · 44 new, 73 exited

Value

$2.2B

shares +8.4% vs prior quarter

Share classes (cover page of the 10-K filed 2026-08-25, as of 2026-08-03)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	MZTI · NASDAQ	27,291,000	19,336,355	70.9%	336	513847103

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
	513847103	COM	336	19,336,355	27,291,000	70.9%	$2.2B	0 call / 1 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 (250 of 336 · 513847103)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	2,742,494	10.05%	$313.1M	+117,615 (+4.5%)
2	VANGUARD PORTFOLIO MANAGEMENT LLC	1,384,677	5.07%	$158.1M	+75,837 (+5.8%)
3	AQR CAPITAL MANAGEMENT LLC	1,272,897	4.66%	$145.3M	+443,132 (+53.4%)
4	STATE STREET CORP	1,048,423	3.84%	$119.7M	+61,147 (+6.2%)
5	FIRST TRUST ADVISORS LP	997,959	3.66%	$113.9M	+194,252 (+24.2%)
6	VANGUARD CAPITAL MANAGEMENT LLC	878,715	3.22%	$100.3M	+2,554 (+0.3%)
7	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	829,614	3.04%	$94.7M	+75,995 (+10.1%)
8	DIMENSIONAL FUND ADVISORS LP	714,080	2.62%	$81.5M	+158,378 (+28.5%)
9	GEODE CAPITAL MANAGEMENT, LLC	712,648	2.61%	$81.4M	+49,506 (+7.5%)
10	GOLDMAN SACHS GROUP INC	698,457	2.56%	$79.7M	+446,802 (+177.5%)
11	MORGAN STANLEY	375,917	1.38%	$42.9M	+119,117 (+46.4%)
12	RENAISSANCE TECHNOLOGIES LLC	327,580	1.20%	$37.4M	-43,200 (-11.7%)
13	LONDON CO OF VIRGINIA	310,255	1.14%	$35.4M	-50,160 (-13.9%)
14	ProShare Advisors LLC	271,477	0.99%	$31.0M	+77,760 (+40.1%)
15	NORTHERN TRUST CORP	255,545	0.94%	$29.2M	+4,281 (+1.7%)
16	NORGES BANK	253,300	0.93%	$28.9M	NEW
17	TWO SIGMA INVESTMENTS, LP	229,146	0.84%	$26.2M	+151,993 (+197.0%)
18	PRINCIPAL FINANCIAL GROUP INC	225,352	0.83%	$25.7M	-5,982 (-2.6%)
19	FULLER & THALER ASSET MANAGEMENT, INC.	214,286	0.79%	$24.5M	+126,019 (+142.8%)
20	GW&K Investment Management, LLC	207,122	0.76%	$23.6M	-21,761 (-9.5%)
21	Grantham, Mayo, Van Otterloo & Co. LLC	197,642	0.72%	$22.6M	+3,795 (+2.0%)
22	BANK OF AMERICA CORP /DE/	182,294	0.67%	$20.8M	+37,105 (+25.6%)
23	Bank of New York Mellon Corp	180,801	0.66%	$20.6M	-7,383 (-3.9%)
24	Invesco Ltd.	178,241	0.65%	$20.3M	+652 (+0.4%)
25	UBS Group AG	171,995	0.63%	$19.6M	+36,952 (+27.4%)
26	SILVERCREST ASSET MANAGEMENT GROUP LLC	162,570	0.60%	$18.6M	-38,838 (-19.3%)
27	VANGUARD FIDUCIARY TRUST CO	143,286	0.53%	$16.4M	+2,718 (+1.9%)
28	ENVESTNET ASSET MANAGEMENT INC	142,822	0.52%	$16.3M	-22,697 (-13.7%)
29	Tributary Capital Management, LLC	124,860	0.46%	$14.3M	+19,764 (+18.8%)
30	WESBANCO BANK INC	122,611	0.45%	$14.0M	-39,999 (-24.6%)
31	RAYMOND JAMES FINANCIAL INC	118,515	0.43%	$13.5M	+21,605 (+22.3%)
32	Boston Trust Walden Corp	116,172	0.43%	$13.3M	-116,424 (-50.1%)
33	ROYAL BANK OF CANADA	107,180	0.39%	$12.2M	+72,362 (+207.8%)
34	JPMORGAN CHASE & CO	92,734	0.34%	$10.8M	+25,457 (+37.8%)
35	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	89,014	0.33%	$10.2M	+51,166 (+135.2%)
36	Nuveen, LLC	88,846	0.33%	$10.1M	-12,688 (-12.5%)
37	VICTORY CAPITAL MANAGEMENT INC	88,628	0.32%	$10.1M	+11,985 (+15.6%)
38	Pacer Advisors, Inc.	81,212	0.30%	$9.3M	+78,867 (+3363.2%)
39	CITADEL ADVISORS LLC	72,271	0.26%	$8.3M	+43,841 (+154.2%)
40	Welch & Forbes LLC	72,115	0.26%	$8.2M	-308 (-0.4%)
41	Jump Financial, LLC	65,045	0.24%	$7.4M	+62,745 (+2728.0%)
42	RHUMBLINE ADVISERS	61,316	0.22%	$7.0M	+2,136 (+3.6%)
43	WELLS FARGO & COMPANY/MN	57,877	0.21%	$6.6M	+9,941 (+20.7%)
44	TEACHER RETIREMENT SYSTEM OF TEXAS	56,972	0.21%	$6.5M	+49,678 (+681.1%)
45	Caisse de depot et placement du Quebec	54,954	0.20%	$6.3M	NEW
46	Leeward Investments, LLC - MA	54,267	0.20%	$6.2M	-873 (-1.6%)
47	Jupiter Topco LLC	54,069	0.20%	$6.2M	NEW
48	Creative Planning	53,337	0.20%	$6.1M	+36,602 (+218.7%)
49	Corient Private Wealth LP	51,333	0.19%	$5.9M	-9,950 (-16.2%)
50	Trexquant Investment LP	49,189	0.18%	$5.6M	+13,400 (+37.4%)
51	Vest Financial, LLC	48,447	0.18%	$5.5M	+7,761 (+19.1%)
52	VOYA INVESTMENT MANAGEMENT LLC	47,767	0.18%	$5.5M	+7,551 (+18.8%)
53	Holocene Advisors, LP	45,174	0.17%	$5.2M	+28,831 (+176.4%)
54	Bernzott Capital Advisors	40,347	0.15%	$4.6M	+7,813 (+24.0%)
55	FMR LLC	39,755	0.15%	$4.5M	+32,668 (+461.0%)
56	Swiss National Bank	38,526	0.14%	$4.4M	-2,200 (-5.4%)
57	ALLIANCEBERNSTEIN L.P.	37,933	0.14%	$5.2M	-122 (-0.3%)
58	D. E. Shaw & Co., Inc.	37,552	0.14%	$4.3M	-745 (-1.9%)
59	DARK FOREST CAPITAL MANAGEMENT LP	36,504	0.13%	$4.2M	+33,327 (+1049.0%)
60	Quantinno Capital Management LP	36,366	0.13%	$4.2M	-9,260 (-20.3%)
61	AMERICAN CENTURY COMPANIES INC	34,429	0.13%	$3.9M	+10,049 (+41.2%)
62	LORD, ABBETT & CO. LLC	32,572	0.12%	$3.7M	-155 (-0.5%)
63	Cerity Partners LLC	32,327	0.12%	$3.7M	+10,980 (+51.4%)
64	MEEDER ASSET MANAGEMENT INC	32,188	0.12%	$3.7M	NEW
65	DEUTSCHE BANK AG\	30,163	0.11%	$3.4M	-63,055 (-67.6%)
66	California Public Employees Retirement System	29,461	0.11%	$3.4M	-21,933 (-42.7%)
67	Tidal Investments LLC	29,371	0.11%	$3.4M	+10,281 (+53.9%)
68	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	29,002	0.11%	$3.3M	-406 (-1.4%)
69	Walleye Capital LLC	27,776	0.10%	$3.2M	NEW
70	Legal & General Group Plc	27,771	0.10%	$3.2M	-1,949 (-6.6%)
71	PRICE T ROWE ASSOCIATES INC /MD/	27,751	0.10%	$3.2M	+4,114 (+17.4%)
72	DEAN INVESTMENT ASSOCIATES, LLC	27,280	0.10%	$3.1M	+14,061 (+106.4%)
73	Man Group plc	26,933	0.10%	$3.1M	-134,788 (-83.3%)
74	BRANDES INVESTMENT PARTNERS, LP	26,700	0.10%	$3.0M	+9,383 (+54.2%)
75	MARTINGALE ASSET MANAGEMENT L P	26,068	0.10%	$3.0M	+5,704 (+28.0%)
76	Quantbot Technologies LP	24,837	0.09%	$2.8M	+16,004 (+181.2%)
77	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	24,505	0.09%	$2.8M	-682 (-2.7%)
78	Wolff Financial Management LLC	24,473	0.09%	$2.8M	—
79	SG Americas Securities, LLC	24,277	0.09%	$2.8M	+10,821 (+80.4%)
80	KBC Group NV	23,998	0.09%	$2.7M	—
81	CAPITAL FUND MANAGEMENT S.A.	23,430	0.09%	$2.7M	NEW
82	Mariner, LLC	22,351	0.08%	$2.6M	+9,692 (+76.6%)
83	BNP PARIBAS FINANCIAL MARKETS	22,186	0.08%	$2.5M	-21,615 (-49.3%)
84	FIFTH THIRD BANCORP	21,867	0.08%	$2.5M	-771 (-3.4%)
85	MetLife Investment Management, LLC	21,034	0.08%	$2.4M	+290 (+1.4%)
86	Retirement Systems of Alabama	20,987	0.08%	$2.4M	-3,891 (-15.6%)
87	BARCLAYS PLC	20,545	0.08%	$2.3M	-169,504 (-89.2%)
88	CAXTON ASSOCIATES LLP	20,481	0.08%	$2.3M	+11,565 (+129.7%)
89	BENJAMIN EDWARDS INC	20,396	0.07%	$2.3M	-963 (-4.5%)
90	Ameritas Investment Partners, Inc.	19,932	0.07%	$2.3M	+107 (+0.5%)
91	Dean Capital Management	19,814	0.07%	$2.3M	+10,549 (+113.9%)
92	MANUFACTURERS LIFE INSURANCE COMPANY, THE	19,546	0.07%	$2.2M	+217 (+1.1%)
93	Freestone Grove Partners LP	18,693	0.07%	$2.1M	+3,138 (+20.2%)
94	Moody Aldrich Partners LLC	18,606	0.07%	$2.1M	-4,736 (-20.3%)
95	FIRST NATIONAL BANK OF OMAHA	18,409	0.07%	$2.1M	+5,569 (+43.4%)
96	CAPSTONE INVESTMENT ADVISORS, LLC	18,216	0.07%	$2.1M	+4,008 (+28.2%)
97	VOLORIDGE INVESTMENT MANAGEMENT, LLC	18,189	0.07%	$2.1M	-27,836 (-60.5%)
98	Entropy Technologies, LP	18,022	0.07%	$2.1M	+10,655 (+144.6%)
99	VANGUARD ASSET MANAGEMENT, Ltd	17,884	0.07%	$2.0M	—
100	Gotham Asset Management, LLC	17,559	0.06%	$2.0M	+14,961 (+575.9%)
101	Jain Global LLC	17,483	0.06%	$2.0M	NEW
102	Mirae Asset Global Investments Co., Ltd.	16,956	0.06%	$1.9M	+2,753 (+19.4%)
103	AMERIPRISE FINANCIAL INC	16,883	0.06%	$1.9M	-3,810 (-18.4%)
104	Paralel Advisors LLC	16,745	0.06%	$1.9M	NEW
105	Schonfeld Strategic Advisors LLC	16,420	0.06%	$1.9M	+8,109 (+97.6%)
106	CITIGROUP INC	16,053	0.06%	$1.8M	-7,376 (-31.5%)
107	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	15,980	0.06%	$1.8M	-5,652 (-26.1%)
108	XTX Topco Ltd	15,031	0.06%	$1.7M	+8,235 (+121.2%)
109	LPL Financial LLC	14,588	0.05%	$1.7M	-17,612 (-54.7%)
110	Skylands Capital, LLC	13,475	0.05%	$1.5M	+9,375 (+228.7%)
111	MML INVESTORS SERVICES, LLC	13,267	0.05%	$1.5M	-4,858 (-26.8%)
112	GUGGENHEIM CAPITAL LLC	13,009	0.05%	$1.5M	+5,894 (+82.8%)
113	Voleon Capital Management LP	12,924	0.05%	$1.5M	+7,983 (+161.6%)
114	CANADA LIFE ASSURANCE Co	12,331	0.05%	$1.4M	—
115	Y-Intercept (Hong Kong) Ltd	12,179	0.04%	$1.4M	-2,860 (-19.0%)
116	State of Tennessee, Department of Treasury	12,106	0.04%	$1.4M	+3,484 (+40.4%)
117	Universal- Beteiligungs- und Servicegesellschaft mbH	11,978	0.04%	$1.4M	-13,184 (-52.4%)
118	Hamilton Capital, LLC	11,822	0.04%	$1.3M	+58 (+0.5%)
119	NATIXIS ADVISORS, LLC	11,807	0.04%	$1.3M	-1,099 (-8.5%)
120	DEARBORN PARTNERS LLC	11,471	0.04%	$1.4M	+6,060 (+112.0%)
121	Engineers Gate Manager LP	11,176	0.04%	$1.3M	-33,495 (-75.0%)
122	ALPS ADVISORS INC	11,095	0.04%	$1.3M	+379 (+3.5%)
123	PARK NATIONAL CORP /OH/	11,000	0.04%	$1.3M	—
124	BANK OF MONTREAL /CAN/	10,813	0.04%	$1.2M	+3,479 (+47.4%)
125	Legato Capital Management LLC	10,332	0.04%	$1.2M	+5,500 (+113.8%)
126	Russell Investments Group, Ltd.	10,265	0.04%	$1.2M	-2,234 (-17.9%)
127	State of New Jersey Common Pension Fund D	10,072	0.04%	$1.1M	-3,666 (-26.7%)
128	JONES FINANCIAL COMPANIES LLLP	9,983	0.04%	$1.2M	-2,082 (-17.3%)
129	STIFEL FINANCIAL CORP	9,820	0.04%	$1.1M	-245 (-2.4%)
130	JACOBS LEVY EQUITY MANAGEMENT, INC	9,363	0.03%	$1.1M	-66,813 (-87.7%)
131	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	9,190	0.03%	$1.0M	-252 (-2.7%)
132	CANADA PENSION PLAN INVESTMENT BOARD	9,100	0.03%	$1.0M	-1,100 (-10.8%)
133	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	8,951	0.03%	$1.0M	+6,109 (+215.0%)
134	TRUIST FINANCIAL CORP	8,950	0.03%	$1.0M	+1,540 (+20.8%)
135	MERCER GLOBAL ADVISORS INC /ADV	8,887	0.03%	$1.0M	+6,823 (+330.6%)
136	Edgestream Partners, L.P.	8,826	0.03%	$1.0M	NEW
137	AMALGAMATED BANK	8,606	0.03%	$982K	-161 (-1.8%)
138	Orion Porfolio Solutions, LLC	8,175	0.03%	$933K	-29 (-0.4%)
139	Numerai GP LLC	8,080	0.03%	$922K	+2,920 (+56.6%)
140	AZZAD ASSET MANAGEMENT INC /ADV	8,040	0.03%	$918K	+1,289 (+19.1%)
141	Vanguard Global Advisers, LLC	7,870	0.03%	$898K	-298 (-3.6%)
142	Horizon Investments, LLC	7,709	0.03%	$954K	+7,156 (+1294.0%)
143	Aquatic Capital Management LLC	7,659	0.03%	$874K	-3,796 (-33.1%)
144	NEW YORK STATE COMMON RETIREMENT FUND	7,565	0.03%	$864K	+900 (+13.5%)
145	IEQ CAPITAL, LLC	7,491	0.03%	$855K	NEW
146	AlphaGrep UK Ltd	7,357	0.03%	$840K	+4,558 (+162.8%)
147	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	7,333	0.03%	$837K	-443 (-5.7%)
148	Vident Advisory, LLC	7,237	0.03%	$826K	NEW
149	Pathstone Holdings, LLC	7,110	0.03%	$812K	-76 (-1.1%)
150	Zurcher Kantonalbank (Zurich Cantonalbank)	7,030	0.03%	$803K	+1,177 (+20.1%)
151	INCEPTIONR LLC	6,935	0.03%	$792K	+3,286 (+90.1%)
152	ALGERT GLOBAL LLC	6,855	0.03%	$783K	-56,710 (-89.2%)
153	SEI INVESTMENTS CO	6,753	0.02%	$771K	-761 (-10.1%)
154	Advisors Asset Management, Inc.	6,710	0.02%	$766K	+4,358 (+185.3%)
155	Handelsbanken Fonder AB	6,672	0.02%	$762K	—
156	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	6,663	0.02%	$761K	—
157	Ancora Advisors LLC	6,548	0.02%	$748K	+5,522 (+538.2%)
158	KLP KAPITALFORVALTNING AS	6,500	0.02%	$742K	+700 (+12.1%)
159	Sequoia Financial Advisors, LLC	6,133	0.02%	$700K	+3,267 (+114.0%)
160	MAI Capital Management	6,132	0.02%	$700K	+918 (+17.6%)
161	Inspire Investing, LLC	5,956	0.02%	$680K	+2,293 (+62.6%)
162	Police & Firemen's Retirement System of New Jersey	5,932	0.02%	$677K	+398 (+7.2%)
163	Louisiana State Employees Retirement System	5,900	0.02%	$674K	—
164	Thrivent Financial for Lutherans	5,898	0.02%	$673K	-186,789 (-96.9%)
165	EXCHANGE TRADED CONCEPTS, LLC	5,803	0.02%	$662K	+14 (+0.2%)
166	CAPTRUST FINANCIAL ADVISORS	5,716	0.02%	$653K	+3,115 (+119.8%)
167	Vanguard Personalized Indexing Management, LLC	5,630	0.02%	$643K	+1,986 (+54.5%)
168	Lido Advisors, LLC	5,610	0.02%	$641K	+487 (+9.5%)
169	YOUSIF CAPITAL MANAGEMENT, LLC	5,570	0.02%	$636K	-337 (-5.7%)
170	PARK AVENUE SECURITIES LLC	5,524	0.02%	$631K	-1,133 (-17.0%)
171	M&T Bank Corp	5,489	0.02%	$626K	+1,337 (+32.2%)
172	Graham Capital Management, L.P.	5,455	0.02%	$623K	+374 (+7.4%)
173	OCCUDO QUANTITATIVE STRATEGIES LP	5,339	0.02%	$610K	+1,808 (+51.2%)
174	ARIZONA STATE RETIREMENT SYSTEM	5,297	0.02%	$605K	-366 (-6.5%)
175	Bridgewater Associates, LP	5,221	0.02%	$596K	-9,983 (-65.7%)
176	ALLSTATE CORP	5,177	0.02%	$591K	NEW
177	OPPENHEIMER ASSET MANAGEMENT INC.	5,110	0.02%	$583K	-605 (-10.6%)
178	Vanguard Investments Australia, Ltd.	5,037	0.02%	$575K	—
179	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	4,858	0.02%	$555K	-227 (-4.5%)
180	STATE OF MICHIGAN RETIREMENT SYSTEM	4,732	0.02%	$540K	-200 (-4.1%)
181	FIRST MERCHANTS CORP	4,700	0.02%	$537K	—
182	INTECH INVESTMENT MANAGEMENT LLC	4,639	0.02%	$530K	-1,630 (-26.0%)
183	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	4,564	0.02%	$521K	+18 (+0.4%)
184	ADE, LLC	4,500	0.02%	$514K	—
185	GSA CAPITAL PARTNERS LLP	4,493	0.02%	$513K	NEW
186	Daiwa Securities Group Inc.	4,407	0.02%	$503K	+1,031 (+30.5%)
187	NAPLES GLOBAL ADVISORS, LLC	4,234	0.02%	$483K	+238 (+6.0%)
188	Foguth Wealth Management, LLC.	4,217	0.02%	$465K	+36 (+0.9%)
189	Headlands Technologies LLC	4,216	0.02%	$481K	+2,276 (+117.3%)
190	GLENMEDE TRUST CO NA	4,209	0.02%	$480K	+398 (+10.4%)
191	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	4,162	0.02%	$475K	—
192	Arax Advisory Partners	4,142	0.02%	$473K	+2,822 (+213.8%)
193	NEW MEXICO EDUCATIONAL RETIREMENT BOARD	4,100	0.02%	$468K	—
194	US BANCORP \DE\	4,038	0.01%	$461K	+112 (+2.9%)
195	Empowered Funds, LLC	4,014	0.01%	$458K	+1,373 (+52.0%)
196	PNC Financial Services Group, Inc.	3,967	0.01%	$453K	+411 (+11.6%)
197	AVIVA PLC	3,912	0.01%	$447K	+1,019 (+35.2%)
198	Cresset Asset Management, LLC	3,855	0.01%	$440K	+96 (+2.6%)
199	VIRGINIA RETIREMENT SYSTEMS ET Al	3,800	0.01%	$434K	NEW
200	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	3,798	0.01%	$434K	—
201	William B. Walkup & Associates, Inc.	3,576	0.01%	$408K	-49 (-1.4%)
202	PRUDENTIAL FINANCIAL INC	3,541	0.01%	$404K	+50 (+1.4%)
203	Focus Partners Wealth	3,520	0.01%	$402K	NEW
204	Pictet Asset Management Holding SA	3,456	0.01%	$395K	—
205	First National Advisers, LLC	3,440	0.01%	$393K	+1,039 (+43.3%)
206	Advisors Capital Management, LLC	3,388	0.01%	$387K	+22 (+0.7%)
207	State of Alaska, Department of Revenue	3,171	0.01%	$361K	-52 (-1.6%)
208	HRT FINANCIAL LP	3,075	0.01%	$351K	NEW
209	Bahl & Gaynor LLC	3,045	0.01%	$348K	-114,657 (-97.4%)
210	STATE OF WISCONSIN INVESTMENT BOARD	3,043	0.01%	$347K	-3,384 (-52.7%)
211	OSAIC HOLDINGS, INC.	3,010	0.01%	$344K	-2,088 (-41.0%)
212	FRANKLIN RESOURCES INC	2,986	0.01%	$341K	+567 (+23.4%)
213	ICW Investment Advisors LLC	2,984	0.01%	$341K	-271 (-8.3%)
214	XPONANCE LLC	2,983	0.01%	$341K	+129 (+4.5%)
215	Swiss Life Asset Management Ltd	2,974	0.01%	$340K	NEW
216	Sanctuary Advisors, LLC	2,772	0.01%	$316K	+504 (+22.2%)
217	&PARTNERS	2,765	0.01%	$316K	-65 (-2.3%)
218	CSS LLC/IL	2,725	0.01%	$311K	NEW
219	Asset Management One Co., Ltd.	2,675	0.01%	$305K	-371 (-12.2%)
220	Janney Montgomery Scott LLC	2,532	0.01%	$289K	+312 (+14.1%)
221	ROTHSCHILD INVESTMENT LLC	2,513	0.01%	$287K	+2,071 (+468.6%)
222	Cetera Investment Advisers	2,509	0.01%	$286K	-1,231 (-32.9%)
223	NEUBERGER BERMAN GROUP LLC	2,264	0.01%	$258K	+514 (+29.4%)
224	Parallel Advisors, LLC	2,172	0.01%	$248K	+292 (+15.5%)
225	Summit Wealth Group, LLC	2,119	0.01%	$242K	-422 (-16.6%)
226	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	2,073	0.01%	$237K	—
227	MACKENZIE FINANCIAL CORP	2,050	0.01%	$234K	NEW
228	Quadrature Capital Ltd	2,010	0.01%	$229K	-3,705 (-64.8%)
229	Cassaday & Co Wealth Management LLC	2,002	0.01%	$229K	—
230	Ensign Peak Advisors, Inc	1,995	0.01%	$228K	-150 (-7.0%)
231	Dakota Wealth Management	1,922	0.01%	$219K	-7 (-0.4%)
232	GREENLEAF TRUST	1,849	0.01%	$211K	NEW
233	BOKF, NA	1,805	0.01%	$206K	+433 (+31.6%)
234	COMMONWEALTH EQUITY SERVICES, LLC	1,785	0.01%	$204K	-1,675 (-48.4%)
235	VIRTUS ADVISERS, LLC	1,747	0.01%	$199K	+209 (+13.6%)
236	IFG Advisory, LLC	1,616	0.01%	$184K	NEW
237	Blue Trust, Inc.	1,604	0.01%	$183K	+944 (+143.0%)
238	Nykredit A/S	1,598	0.01%	$182K	NEW
239	Tower Research Capital LLC (TRC)	1,580	0.01%	$180K	+533 (+50.9%)
240	FEDERATED HERMES, INC.	1,568	0.01%	$179K	-45 (-2.8%)
241	SECURIAN ASSET MANAGEMENT, INC	1,497	0.01%	$160K	—
242	Allworth Financial LP	1,388	0.01%	$158K	+747 (+116.5%)
243	GAMMA Investing LLC	1,230	0.00%	$140K	+735 (+148.5%)
244	Bayforest Capital Ltd	999	0.00%	$114K	+617 (+161.5%)
245	HANTZ FINANCIAL SERVICES, INC.	946	0.00%	$108K	+848 (+865.3%)
246	Quantum Portfolio Management LLC	890	0.00%	$102K	NEW
247	UMB Bank, n.a.	882	0.00%	$101K	+732 (+488.0%)
248	Atlantic Union Bankshares Corp	832	0.00%	$95K	—
249	EverSource Wealth Advisors, LLC	799	0.00%	$91K	-307 (-27.8%)
250	HUNTINGTON NATIONAL BANK	665	0.00%	$76K	+109 (+19.6%)

Exited since 2026-03-31 (73 filers; largest 25 shown)

NORDEA INVESTMENT MANAGEMENT AB	−200,410
Balyasny Asset Management L.P.	−82,294
ExodusPoint Capital Management, LP	−63,764
Point72 Asset Management, L.P.	−62,196
TUDOR INVESTMENT CORP ET AL	−37,391
WESTWOOD HOLDINGS GROUP INC	−36,524
CRAMER ROSENTHAL MCGLYNN LLC	−29,973
AGF MANAGEMENT LTD	−21,658
Cambridge Investment Research Advisors, Inc.	−17,892
PANAGORA ASSET MANAGEMENT INC	−14,188
Emerald Investment Advisers, LLC	−14,107
LAZARD ASSET MANAGEMENT LLC	−11,191
Illinois Municipal Retirement Fund	−11,116
Brevan Howard Capital Management LP	−8,768
JANUS HENDERSON GROUP PLC	−8,768
ONTARIO TEACHERS PENSION PLAN BOARD	−8,453
Jefferies Financial Group Inc.	−7,690
MILESTONE ASSET MANAGEMENT, LLC	−7,442
WELLINGTON MANAGEMENT GROUP LLP	−7,238
SUSQUEHANNA INTERNATIONAL GROUP, LLP	−6,940
Magnetar Financial LLC	−6,269
CWM, LLC	−6,037
ACADIAN ASSET MANAGEMENT LLC	−5,800
Three Seasons Wealth, LLC	−5,777
Vestmark Advisory Solutions, Inc.	−5,411

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	2026-07-31	2026-06-30	1,402,556	5.11%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
John B. Gerlach, Jr.	SCHEDULE 13G/A	2025-02-11	2024-12-31	1,438,580	5.2%

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.