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.

MERCURY GENERAL CORP

CIK 0000064996MCY· quarter ending 2026-06-30

Shares outstanding

55,388,627

as of 2026-07-30 · 10-Q cover page, filed 2026-08-04

Held by 13F filers

26,022,438

47.0% of shares outstanding

Holders

349

+39 vs 2026-03-31 · 72 new, 33 exited

Value

$2.8B

shares -0.0% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-04, as of 2026-07-30)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	MCY · NYSETX	55,388,627	26,022,438	47.0%	349	589400100

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
	589400100	COM	349	26,022,438	55,388,627	47.0%	$2.8B	4 call / 2 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. 2 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 349 · 589400100)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	4,498,256	8.12%	$479.6M	+181,092 (+4.2%)
2	DIMENSIONAL FUND ADVISORS LP	2,163,143	3.91%	$230.6M	+13,496 (+0.6%)
3	VANGUARD PORTFOLIO MANAGEMENT LLC	1,781,446	3.22%	$189.9M	+63,584 (+3.7%)
4	Rubric Capital Management LP	1,541,440	2.78%	$164.3M	-613,064 (-28.5%)
5	VANGUARD CAPITAL MANAGEMENT LLC	1,232,655	2.23%	$131.4M	+6,196 (+0.5%)
6	STATE STREET CORP	1,159,962	2.09%	$123.7M	+60,871 (+5.5%)
7	GEODE CAPITAL MANAGEMENT, LLC	961,217	1.74%	$102.5M	+207,090 (+27.5%)
8	AMERICAN CENTURY COMPANIES INC	960,484	1.73%	$102.4M	+147,164 (+18.1%)
9	RENAISSANCE TECHNOLOGIES LLC	781,682	1.41%	$83.3M	-41,900 (-5.1%)
10	Invesco Ltd.	646,237	1.17%	$68.9M	+73,558 (+12.8%)
11	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	575,877	1.04%	$61.4M	+980 (+0.2%)
12	DG Capital Management, LLC	482,663	0.87%	$51.5M	-111,714 (-18.8%)
13	MORGAN STANLEY	400,696	0.72%	$42.7M	+22,524 (+6.0%)
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	352,262	0.64%	$37.6M	-5,017 (-1.4%)
15	AQR CAPITAL MANAGEMENT LLC	343,942	0.62%	$36.7M	-7,517 (-2.1%)
16	NORTHERN TRUST CORP	291,054	0.53%	$31.0M	+21,316 (+7.9%)
17	Nuveen, LLC	264,456	0.48%	$28.2M	+8,961 (+3.5%)
18	Bank of New York Mellon Corp	246,620	0.45%	$26.3M	+3,120 (+1.3%)
19	WESTWOOD HOLDINGS GROUP INC	234,471	0.42%	$25.0M	-16,554 (-6.6%)
20	UBS Group AG	226,665	0.41%	$24.2M	-80,506 (-26.2%)
21	TWO SIGMA INVESTMENTS, LP	210,526	0.38%	$22.4M	-78,521 (-27.2%)
22	ALGERT GLOBAL LLC	203,830	0.37%	$21.7M	+33,617 (+19.7%)
23	JPMORGAN CHASE & CO	203,742	0.37%	$22.0M	+14,614 (+7.7%)
24	GOLDMAN SACHS GROUP INC	200,687	0.36%	$21.4M	+7,558 (+3.9%)
25	PRINCIPAL FINANCIAL GROUP INC	183,706	0.33%	$19.6M	+5,642 (+3.2%)
26	BNP PARIBAS FINANCIAL MARKETS	180,901	0.33%	$19.3M	-36,812 (-16.9%)
27	VANGUARD FIDUCIARY TRUST CO	178,758	0.32%	$19.1M	+6,335 (+3.7%)
28	JACOBS LEVY EQUITY MANAGEMENT, INC	165,979	0.30%	$17.7M	-186,870 (-53.0%)
29	PANAGORA ASSET MANAGEMENT INC	152,007	0.27%	$16.2M	NEW
30	FEDERATED HERMES, INC.	150,789	0.27%	$16.1M	+68,801 (+83.9%)
31	Allianz Asset Management GmbH	130,369	0.24%	$13.9M	+16,777 (+14.8%)
32	SEI INVESTMENTS CO	129,298	0.23%	$13.8M	-12,349 (-8.7%)
33	Connor, Clark & Lunn Investment Management Ltd.	123,121	0.22%	$13.1M	-10,582 (-7.9%)
34	Baird Financial Group, Inc.	114,834	0.21%	$12.2M	-30,806 (-21.2%)
35	RAYMOND JAMES FINANCIAL INC	111,755	0.20%	$11.9M	+1,570 (+1.4%)
36	Russell Investments Group, Ltd.	110,918	0.20%	$11.8M	+6,260 (+6.0%)
37	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	108,898	0.20%	$11.6M	+83,000 (+320.5%)
38	Public Sector Pension Investment Board	107,995	0.19%	$11.5M	+12,861 (+13.5%)
39	VICTORY CAPITAL MANAGEMENT INC	96,254	0.17%	$10.3M	+10,947 (+12.8%)
40	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	92,892	0.17%	$9.9M	+18,874 (+25.5%)
41	NORGES BANK	89,100	0.16%	$9.5M	NEW
42	PEAK6 LLC	87,798	0.16%	$9.4M	+13,452 (+18.1%)
43	SUSQUEHANNA INTERNATIONAL GROUP, LLP	86,566	0.16%	$9.2M	+63,636 (+277.5%)
44	FRANKLIN RESOURCES INC	85,047	0.15%	$9.1M	+82,301 (+2997.1%)
45	Candriam S.C.A.	85,045	0.15%	$9.1M	+18,271 (+27.4%)
46	DENALI ADVISORS LLC	81,535	0.15%	$8.7M	+43,321 (+113.4%)
47	Aptus Capital Advisors, LLC	80,195	0.14%	$8.6M	+480 (+0.6%)
48	Qube Research & Technologies Ltd	73,570	0.13%	$7.8M	-45,497 (-38.2%)
49	FIRST TRUST ADVISORS LP	71,795	0.13%	$7.7M	+9,614 (+15.5%)
50	BANK OF AMERICA CORP /DE/	69,634	0.13%	$7.4M	-5,304 (-7.1%)
51	Legal & General Group Plc	68,918	0.12%	$7.3M	-4,266 (-5.8%)
52	RHUMBLINE ADVISERS	63,960	0.12%	$6.8M	-7,517 (-10.5%)
53	Philadelphia Financial Management of San Francisco, LLC	63,200	0.11%	$6.7M	NEW
54	PRUDENTIAL FINANCIAL INC	61,367	0.11%	$6.5M	+1,405 (+2.3%)
55	CITIGROUP INC	60,038	0.11%	$6.4M	+19,510 (+48.1%)
56	Lighthouse Investment Partners, LLC	56,106	0.10%	$6.0M	+52,490 (+1451.6%)
57	Park West Asset Management LLC	55,865	0.10%	$6.0M	-137,141 (-71.1%)
58	LSV ASSET MANAGEMENT	55,700	0.10%	$5.9M	—
59	Swiss National Bank	55,600	0.10%	$5.9M	+900 (+1.6%)
60	AMERIPRISE FINANCIAL INC	55,155	0.10%	$5.9M	-27,230 (-33.1%)
61	RITHOLTZ WEALTH MANAGEMENT	53,377	0.10%	$5.7M	+12,894 (+31.9%)
62	MARTINGALE ASSET MANAGEMENT L P	51,649	0.09%	$5.5M	+8,417 (+19.5%)
63	IEQ CAPITAL, LLC	50,918	0.09%	$5.4M	-9,579 (-15.8%)
64	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	50,862	0.09%	$5.4M	-32,624 (-39.1%)
65	Trexquant Investment LP	48,508	0.09%	$5.2M	-4,250 (-8.1%)
66	Horizon Investments, LLC	47,027	0.08%	$5.0M	+8,573 (+22.3%)
67	GLOBEFLEX CAPITAL L P	45,964	0.08%	$4.9M	+13,831 (+43.0%)
68	MARSHALL WACE, LLP	45,526	0.08%	$4.9M	-91,121 (-66.7%)
69	Engineers Gate Manager LP	43,498	0.08%	$4.6M	-2,598 (-5.6%)
70	VOLORIDGE INVESTMENT MANAGEMENT, LLC	42,038	0.08%	$4.5M	-43,615 (-50.9%)
71	ALLIANCEBERNSTEIN L.P.	40,395	0.07%	$3.6M	+5,500 (+15.8%)
72	PRICE T ROWE ASSOCIATES INC /MD/	40,066	0.07%	$4.3M	+5,592 (+16.2%)
73	Thrivent Financial for Lutherans	39,823	0.07%	$4.2M	+20,301 (+104.0%)
74	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	39,715	0.07%	$4.2M	+7 (+0.0%)
75	ROYAL BANK OF CANADA	39,309	0.07%	$4.2M	+15,299 (+63.7%)
76	NEW YORK STATE COMMON RETIREMENT FUND	37,770	0.07%	$4.0M	+19,344 (+105.0%)
77	ROYCE & ASSOCIATES LP	35,263	0.06%	$3.8M	+12,983 (+58.3%)
78	LEUTHOLD GROUP, LLC	34,271	0.06%	$3.7M	NEW
79	Phocas Financial Corp.	33,574	0.06%	$3.6M	NEW
80	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	32,942	0.06%	$3.5M	-911 (-2.7%)
81	Assenagon Asset Management S.A.	32,602	0.06%	$3.5M	-47,475 (-59.3%)
82	WELLS FARGO & COMPANY/MN	31,959	0.06%	$3.4M	+14,078 (+78.7%)
83	Proficio Capital Partners LLC	31,801	0.06%	$3.4M	+4,815 (+17.8%)
84	HUSSMAN STRATEGIC ADVISORS, INC.	31,500	0.06%	$3.4M	+10,500 (+50.0%)
85	DEUTSCHE BANK AG\	31,116	0.06%	$3.3M	+4,344 (+16.2%)
86	OCCUDO QUANTITATIVE STRATEGIES LP	30,365	0.05%	$3.2M	NEW
87	ZACKS INVESTMENT MANAGEMENT	30,351	0.05%	$3.2M	NEW
88	FMR LLC	28,201	0.05%	$3.0M	+1,027 (+3.8%)
89	Inspire Investing, LLC	28,134	0.05%	$3.0M	+4,060 (+16.9%)
90	BRIDGEWAY CAPITAL MANAGEMENT, LLC	27,700	0.05%	$3.0M	—
91	STATE OF WISCONSIN INVESTMENT BOARD	26,961	0.05%	$2.9M	+2,983 (+12.4%)
92	DARK FOREST CAPITAL MANAGEMENT LP	26,743	0.05%	$2.9M	+20,752 (+346.4%)
93	Monument Capital Management	26,478	0.05%	$2.8M	NEW
94	VANGUARD ASSET MANAGEMENT, Ltd	25,930	0.05%	$2.8M	+1,787 (+7.4%)
95	CANADA LIFE ASSURANCE Co	25,275	0.05%	$2.7M	-614 (-2.4%)
96	Integrated Quantitative Investments LLC	23,924	0.04%	$2.6M	NEW
97	Mariner, LLC	23,672	0.04%	$2.5M	-1,671 (-6.6%)
98	Walleye Trading LLC	23,655	0.04%	$2.5M	+15,647 (+195.4%)
99	Cerity Partners LLC	21,419	0.04%	$2.3M	+289 (+1.4%)
100	IMC-Chicago, LLC	21,267	0.04%	$2.3M	+14,730 (+225.3%)
101	Tidal Investments LLC	21,165	0.04%	$2.3M	+482 (+2.3%)
102	Bank & Trust Co	19,412	0.04%	$2.1M	-2,328 (-10.7%)
103	HSBC HOLDINGS PLC	19,177	0.03%	$2.1M	-7,384 (-27.8%)
104	VOYA INVESTMENT MANAGEMENT LLC	18,775	0.03%	$2.0M	+699 (+3.9%)
105	LPL Financial LLC	18,105	0.03%	$1.9M	+11,579 (+177.4%)
106	Y-Intercept (Hong Kong) Ltd	16,295	0.03%	$1.7M	NEW
107	VIRGINIA RETIREMENT SYSTEMS ET Al	16,250	0.03%	$1.7M	+9,700 (+148.1%)
108	TEACHER RETIREMENT SYSTEM OF TEXAS	16,169	0.03%	$1.7M	+577 (+3.7%)
109	Convergence Investment Partners, LLC	16,098	0.03%	$1.7M	NEW
110	Schonfeld Strategic Advisors LLC	15,896	0.03%	$1.7M	NEW
111	MetLife Investment Management, LLC	15,884	0.03%	$1.7M	+1,118 (+7.6%)
112	OMERS ADMINISTRATION Corp	15,700	0.03%	$1.7M	+1,200 (+8.3%)
113	State of Alaska, Department of Revenue	15,367	0.03%	$1.6M	-4,368 (-22.1%)
114	MANUFACTURERS LIFE INSURANCE COMPANY, THE	15,322	0.03%	$1.6M	+1,867 (+13.9%)
115	INTECH INVESTMENT MANAGEMENT LLC	15,244	0.03%	$1.6M	+3,477 (+29.5%)
116	Quantinno Capital Management LP	15,068	0.03%	$1.6M	+785 (+5.5%)
117	SEB Asset Management AB	14,477	0.03%	$1.5M	NEW
118	Sanctuary Advisors, LLC	14,286	0.03%	$1.5M	-649 (-4.3%)
119	State of Tennessee, Department of Treasury	14,267	0.03%	$1.5M	+2,691 (+23.2%)
120	Voleon Capital Management LP	14,096	0.03%	$1.5M	-12,410 (-46.8%)
121	Arax Advisory Partners	13,828	0.02%	$1.5M	+13,769 (+23337.3%)
122	Point Nemo Capital, LLC	13,783	0.02%	$1.5M	NEW
123	Illinois Municipal Retirement Fund	13,488	0.02%	$1.4M	-335 (-2.4%)
124	Creative Planning	13,462	0.02%	$1.4M	+559 (+4.3%)
125	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	13,294	0.02%	$1.5M	+280 (+2.2%)
126	BARCLAYS PLC	13,192	0.02%	$1.4M	+1,157 (+9.6%)
127	Brevan Howard Capital Management LP	12,852	0.02%	$1.4M	+6,481 (+101.7%)
128	ABSHER WEALTH MANAGEMENT, LLC	12,841	0.02%	$1.4M	-309 (-2.3%)
129	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	12,568	0.02%	$1.3M	-63 (-0.5%)
130	Jupiter Topco LLC	12,161	0.02%	$1.3M	NEW
131	Gotham Asset Management, LLC	11,982	0.02%	$1.3M	+891 (+8.0%)
132	Summit Global Investments	11,839	0.02%	$1.3M	-258 (-2.1%)
133	Universal- Beteiligungs- und Servicegesellschaft mbH	11,822	0.02%	$1.3M	+9,028 (+323.1%)
134	Vanguard Global Advisers, LLC	11,792	0.02%	$1.3M	-326 (-2.7%)
135	Louisiana State Employees Retirement System	11,700	0.02%	$1.2M	-100 (-0.8%)
136	Mitsubishi UFJ Trust & Banking Corp	11,279	0.02%	$1.2M	NEW
137	Janney Montgomery Scott LLC	11,143	0.02%	$1.2M	-4,366 (-28.2%)
138	ExodusPoint Capital Management, LP	11,093	0.02%	$1.2M	NEW
139	Campbell & CO Investment Adviser LLC	11,042	0.02%	$1.2M	NEW
140	STRS OHIO	11,000	0.02%	$1.2M	+700 (+6.8%)
141	DIVERSIFIED TRUST CO	10,983	0.02%	$1.2M	NEW
142	EXCHANGE TRADED CONCEPTS, LLC	10,841	0.02%	$1.2M	+172 (+1.6%)
143	GUGGENHEIM CAPITAL LLC	9,771	0.02%	$1.0M	+5,758 (+143.5%)
144	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	9,635	0.02%	$1.0M	-5,172 (-34.9%)
145	Carl P. Sherr & Co., LLC	9,000	0.02%	$960K	—
146	Measured Wealth Private Client Group, LLC	8,912	0.02%	$950K	+399 (+4.7%)
147	Legato Capital Management LLC	8,901	0.02%	$949K	NEW
148	Cambria Investment Management, L.P.	8,792	0.02%	$937K	+848 (+10.7%)
149	Dynamic Technology Lab Private Ltd	8,390	0.02%	$895K	NEW
150	QUADRANT CAPITAL GROUP LLC	8,221	0.01%	$877K	+2 (+0.0%)
151	Police & Firemen's Retirement System of New Jersey	8,050	0.01%	$858K	+914 (+12.8%)
152	Aquatic Capital Management LLC	7,952	0.01%	$848K	+5,632 (+242.8%)
153	INCEPTIONR LLC	7,912	0.01%	$844K	+481 (+6.5%)
154	ENVESTNET ASSET MANAGEMENT INC	7,752	0.01%	$826K	+2,357 (+43.7%)
155	ARIZONA STATE RETIREMENT SYSTEM	7,642	0.01%	$815K	+29 (+0.4%)
156	XTX Topco Ltd	7,636	0.01%	$814K	NEW
157	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	7,631	0.01%	$814K	—
158	Edgestream Partners, L.P.	7,576	0.01%	$808K	NEW
159	Centiva Capital, LP	7,529	0.01%	$803K	+4,528 (+150.9%)
160	LOS ANGELES CAPITAL MANAGEMENT LLC	7,255	0.01%	$774K	-6,780 (-48.3%)
161	AMALGAMATED BANK	7,161	0.01%	$764K	-505 (-6.6%)
162	Vanguard Investments Australia, Ltd.	7,159	0.01%	$763K	+531 (+8.0%)
163	D.A. DAVIDSON & CO.	7,113	0.01%	$758K	-97 (-1.3%)
164	YOUSIF CAPITAL MANAGEMENT, LLC	7,087	0.01%	$756K	+36 (+0.5%)
165	MERCER GLOBAL ADVISORS INC /ADV	6,916	0.01%	$737K	+1,335 (+23.9%)
166	FIFTH THIRD BANCORP	6,879	0.01%	$733K	-425 (-5.8%)
167	Empowered Funds, LLC	6,805	0.01%	$726K	NEW
168	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	6,673	0.01%	$712K	—
169	Zurcher Kantonalbank (Zurich Cantonalbank)	6,608	0.01%	$705K	—
170	SG Americas Securities, LLC	6,560	0.01%	$699K	-2,629 (-28.6%)
171	Cetera Investment Advisers	6,541	0.01%	$697K	+1,257 (+23.8%)
172	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	6,305	0.01%	$672K	-270 (-4.1%)
173	GROUP ONE TRADING LLC	6,220	0.01%	$663K	NEW
174	KLP KAPITALFORVALTNING AS	6,200	0.01%	$661K	—
175	HIGHLAND CAPITAL MANAGEMENT, LLC	6,158	0.01%	$657K	-7 (-0.1%)
176	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	6,070	0.01%	$647K	—
177	TRUIST FINANCIAL CORP	5,995	0.01%	$639K	NEW
178	Vise Technologies, Inc.	5,689	0.01%	$607K	+2,906 (+104.4%)
179	Handelsbanken Fonder AB	5,558	0.01%	$593K	—
180	AVIVA PLC	5,292	0.01%	$564K	NEW
181	BOKF, NA	5,235	0.01%	$558K	-268 (-4.9%)
182	Blueshift Asset Management, LLC	5,198	0.01%	$554K	NEW
183	Cambridge Investment Research Advisors, Inc.	4,980	0.01%	$532K	NEW
184	HANCOCK WHITNEY CORP	4,852	0.01%	$517K	-114 (-2.3%)
185	HighTower Advisors, LLC	4,779	0.01%	$510K	-1,327 (-21.7%)
186	Gallacher Capital Management LLC	4,775	0.01%	$509K	+2,245 (+88.7%)
187	Pictet Asset Management Holding SA	4,718	0.01%	$503K	+357 (+8.2%)
188	FJ Capital Management LLC	4,682	0.01%	$499K	NEW
189	Caprock Group, LLC	4,617	0.01%	$492K	+1,362 (+41.8%)
190	CAPTRUST FINANCIAL ADVISORS	4,589	0.01%	$489K	+175 (+4.0%)
191	AMERICAN NATIONAL BANK & TRUST	4,500	0.01%	$480K	—
192	NEUBERGER BERMAN GROUP LLC	4,500	0.01%	$480K	+1,737 (+62.9%)
193	Pallas Capital Advisors LLC	4,186	0.01%	$446K	-81 (-1.9%)
194	Focus Partners Wealth	4,096	0.01%	$437K	+90 (+2.2%)
195	Cornerstone Investment Partners, LLC	4,038	0.01%	$431K	-194 (-4.6%)
196	Vestcor Inc	4,023	0.01%	$429K	—
197	SITTNER & NELSON, LLC	3,930	0.01%	$419K	—
198	PRAXIS INVESTMENT MANAGEMENT INC	3,903	0.01%	$416K	—
199	Sterling Capital Management LLC	3,895	0.01%	$415K	+2,893 (+288.7%)
200	ProShare Advisors LLC	3,885	0.01%	$414K	-300 (-7.2%)
201	Maryland State Retirement & Pension System	3,873	0.01%	$413K	—
202	ALLSTATE CORP	3,824	0.01%	$408K	NEW
203	BTG Pactual Asset Management US LLC	3,733	0.01%	$398K	NEW
204	Swiss Life Asset Management Ltd	3,708	0.01%	$395K	+75 (+2.1%)
205	Merit Financial Group, LLC	3,654	0.01%	$390K	+45 (+1.2%)
206	Claro Advisors Inc.	3,536	0.01%	$377K	+33 (+0.9%)
207	SIMPLEX TRADING, LLC	3,474	0.01%	$370K	NEW
208	WITTENBERG INVESTMENT MANAGEMENT, INC.	3,459	0.01%	$369K	-200 (-5.5%)
209	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	3,407	0.01%	$363K	-632 (-15.6%)
210	BLAIR WILLIAM & CO/IL	3,279	0.01%	$350K	+28 (+0.9%)
211	Focus Partners Advisor Solutions, LLC	3,195	0.01%	$341K	-1,136 (-26.2%)
212	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	3,138	0.01%	$335K	+2,892 (+1175.6%)
213	Yorktown Management & Research Co Inc	3,100	0.01%	$331K	NEW
214	BRIGHTON JONES LLC	3,071	0.01%	$327K	-83 (-2.6%)
215	CAXTON ASSOCIATES LLP	3,065	0.01%	$327K	NEW
216	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	3,045	0.01%	$325K	+2 (+0.1%)
217	Atria Investments, Inc	2,989	0.01%	$319K	+669 (+28.8%)
218	CANADA PENSION PLAN INVESTMENT BOARD	2,900	0.01%	$309K	NEW
219	PFG Investments, LLC	2,714	0.00%	$289K	—
220	XPONANCE LLC	2,681	0.00%	$286K	+176 (+7.0%)
221	EVERGREEN CAPITAL MANAGEMENT LLC	2,649	0.00%	$282K	—
222	PNC Financial Services Group, Inc.	2,573	0.00%	$274K	-1 (-0.0%)
223	Vanguard Personalized Indexing Management, LLC	2,561	0.00%	$273K	NEW
224	Stratos Wealth Partners, LTD.	2,532	0.00%	$270K	NEW
225	Jump Financial, LLC	2,500	0.00%	$267K	-8,000 (-76.2%)
226	Quadrature Capital Ltd	2,496	0.00%	$266K	-10,738 (-81.1%)
227	Ameritas Investment Partners, Inc.	2,477	0.00%	$264K	+228 (+10.1%)
228	Corient Private Wealth LP	2,297	0.00%	$245K	NEW
229	John Boyer, Inc.	2,292	0.00%	$244K	+5 (+0.2%)
230	Bayforest Capital Ltd	2,285	0.00%	$244K	-224 (-8.9%)
231	Parvin Asset Management, LLC	2,240	0.00%	$239K	—
232	Paragon Capital Management Ltd	2,194	0.00%	$234K	NEW
233	denkapparat Operations GmbH	2,166	0.00%	$231K	NEW
234	Baron Wealth Management LLC	2,156	0.00%	$230K	NEW
235	Ensign Peak Advisors, Inc	2,067	0.00%	$220K	—
236	D'Orazio & Associates, Inc.	2,056	0.00%	$219K	NEW
237	ArrowMark Colorado Holdings LLC	2,050	0.00%	$219K	NEW
238	BANK OF MONTREAL /CAN/	2,044	0.00%	$218K	NEW
239	Sequoia Financial Advisors, LLC	2,040	0.00%	$218K	NEW
240	Massar Capital Management, LP	2,024	0.00%	$216K	NEW
241	TRANSCEND CAPITAL ADVISORS, LLC	1,990	0.00%	$212K	NEW
242	Graham Capital Management, L.P.	1,898	0.00%	$202K	NEW
243	Kathmere Capital Management, LLC	1,897	0.00%	$202K	NEW
244	NISA INVESTMENT ADVISORS, LLC	1,894	0.00%	$202K	-2,133 (-53.0%)
245	Tower Research Capital LLC (TRC)	1,878	0.00%	$200K	+302 (+19.2%)
246	Archer Investment Corp	1,744	0.00%	$186K	NEW
247	OSAIC HOLDINGS, INC.	1,569	0.00%	$167K	+231 (+17.3%)
248	IFP Advisors, Inc	1,540	0.00%	$164K	+245 (+18.9%)
249	MEEDER ASSET MANAGEMENT INC	1,262	0.00%	$135K	+792 (+168.5%)
250	New Age Alpha Advisors, LLC	1,147	0.00%	$122K	-44 (-3.7%)

Exited since 2026-03-31 (33 filers; largest 25 shown)

Philosophy Capital Management LLC	−257,296
CITADEL ADVISORS LLC	−110,326
JANE STREET GROUP, LLC	−107,700
MILLENNIUM MANAGEMENT LLC	−48,890
Point72 Asset Management, L.P.	−32,590
TUDOR INVESTMENT CORP ET AL	−31,567
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	−26,590
CWM, LLC	−18,810
Man Group plc	−15,508
JANUS HENDERSON GROUP PLC	−12,161
SIERRA SUMMIT ADVISORS LLC	−9,818
MIRABELLA FINANCIAL SERVICES LLP	−5,459
CIBC Asset Management Inc	−5,009
Quantbot Technologies LP	−3,726
Squarepoint Ops LLC	−3,364
Jefferies Financial Group Inc.	−3,241
MANGROVE PARTNERS IM, LLC	−2,419
Advisory Services Network, LLC	−1,371
NATIXIS	−750
NOMURA ASSET MANAGEMENT CO LTD	−370
Root Financial Partners, LLC	−267
Matrix Trust Co	−256
NFSG Corp	−191
Intentional Wealth Strategies, LLC	−170
Aster Capital Management (DIFC) Ltd	−166

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
Vicky Wai Yee Joseph	SCHEDULE 13D	2026-09-30	2026-08-26	19,573,858	35.3%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
BlackRock, Inc.	SCHEDULE 13G/A	2025-04-17	2025-03-31	4,046,704	7.3%

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.