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.

PATRICK INDUSTRIES INC

CIK 0000076605PATK· quarter ending 2026-06-30

Shares outstanding

32,118,264

as of 2026-07-31 · 10-Q cover page, filed 2026-08-06

Held by 13F filers

35,890,312

111.7% of shares outstanding

Holders

330

-12 vs 2026-03-31 · 46 new, 58 exited

Value

$3.2B

shares -0.2% vs prior quarter

13F holdings exceed the share count. This is normal for heavily shorted stocks: shares lent to short sellers are reported by the lender and again by whoever bought them. Related filers occasionally report the same position twice as well.

Share classes (cover page of the 10-Q filed 2026-08-06, as of 2026-07-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	PATK · NASDAQ	32,118,264	35,890,312	111.7%	330	703343103

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
	703343103	COM	330	35,890,312	32,118,264	111.7%	$3.2B	3 call / 2 put	13DG	holders →
	703343AG8	NOTE 1.750%12/0not common	30	11,481,000 $245.7M principal	—	—	$382.3M	—	NPORT	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. 3 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 330 · 703343103)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	5,003,334	15.58%	$449.2M	+238,798 (+5.0%)
2	FMR LLC	4,312,882	13.43%	$387.2M	+731,555 (+20.4%)
3	WELLINGTON MANAGEMENT GROUP LLP	1,623,974	5.06%	$145.8M	-130,522 (-7.4%)
4	DIMENSIONAL FUND ADVISORS LP	1,493,427	4.65%	$134.1M	+42,213 (+2.9%)
5	VANGUARD CAPITAL MANAGEMENT LLC	1,427,875	4.45%	$128.2M	-4,678 (-0.3%)
6	Capital Research Global Investors	1,401,767	4.36%	$125.9M	+41,237 (+3.0%)
7	Capital World Investors	1,319,956	4.11%	$118.5M	+35,555 (+2.8%)
8	STATE STREET CORP	1,285,188	4.00%	$115.4M	+34,611 (+2.8%)
9	GEODE CAPITAL MANAGEMENT, LLC	863,601	2.69%	$77.5M	+46,704 (+5.7%)
10	VANGUARD PORTFOLIO MANAGEMENT LLC	829,389	2.58%	$74.5M	+54,993 (+7.1%)
11	Bank of New York Mellon Corp	725,530	2.26%	$65.1M	+81,238 (+12.6%)
12	Copeland Capital Management, LLC	647,753	2.02%	$58.2M	+84,246 (+15.0%)
13	JPMORGAN CHASE & CO	584,285	1.82%	$54.6M	+382,035 (+188.9%)
14	SILVERCREST ASSET MANAGEMENT GROUP LLC	582,841	1.81%	$52.3M	-63,668 (-9.8%)
15	Invesco Ltd.	558,064	1.74%	$50.1M	-381,761 (-40.6%)
16	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	541,840	1.69%	$48.6M	+140,733 (+35.1%)
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	511,853	1.59%	$46.0M	+649 (+0.1%)
18	AMERIPRISE FINANCIAL INC	503,844	1.57%	$45.2M	+331,057 (+191.6%)
19	GOLDMAN SACHS GROUP INC	470,159	1.46%	$42.2M	+79,090 (+20.2%)
20	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	452,038	1.41%	$40.6M	-20,761 (-4.4%)
21	FRANKLIN RESOURCES INC	440,325	1.37%	$39.5M	-180,933 (-29.1%)
22	LOOMIS SAYLES & CO L P	420,255	1.31%	$37.7M	-29,969 (-6.7%)
23	NORTHERN TRUST CORP	417,459	1.30%	$37.5M	+18,973 (+4.8%)
24	MORGAN STANLEY	367,939	1.15%	$33.0M	-28,032 (-7.1%)
25	BANK OF AMERICA CORP /DE/	341,345	1.06%	$30.6M	-9,894 (-2.8%)
26	GW&K Investment Management, LLC	335,795	1.05%	$30.1M	-4,883 (-1.4%)
27	MANUFACTURERS LIFE INSURANCE COMPANY, THE	302,587	0.94%	$27.2M	+287,117 (+1856.0%)
28	KENNEDY CAPITAL MANAGEMENT LLC	285,316	0.89%	$25.6M	+49,203 (+20.8%)
29	RAYMOND JAMES FINANCIAL INC	258,555	0.81%	$23.2M	+48,383 (+23.0%)
30	Lodge Hill Capital, LLC	254,200	0.79%	$22.8M	+49,200 (+24.0%)
31	VANGUARD FIDUCIARY TRUST CO	223,912	0.70%	$20.1M	-5,242 (-2.3%)
32	Thrivent Financial for Lutherans	216,145	0.67%	$19.4M	+35,358 (+19.6%)
33	Fiera Capital Corp	215,130	0.67%	$19.3M	-161,501 (-42.9%)
34	WELLS FARGO & COMPANY/MN	191,921	0.60%	$17.2M	+13,465 (+7.5%)
35	UBS Group AG	191,157	0.60%	$17.2M	+11,514 (+6.4%)
36	BESSEMER GROUP INC	189,658	0.59%	$17.0M	+3,387 (+1.8%)
37	PRINCIPAL FINANCIAL GROUP INC	181,145	0.56%	$16.3M	-1,182 (-0.6%)
38	CONGRESS ASSET MANAGEMENT CO	166,517	0.52%	$14.9M	+13,561 (+8.9%)
39	SEGALL BRYANT & HAMILL, LLC	161,857	0.50%	$14.5M	+64,048 (+65.5%)
40	ARGENT CAPITAL MANAGEMENT LLC	160,489	0.50%	$14.4M	-55,847 (-25.8%)
41	TIMUCUAN ASSET MANAGEMENT INC/FL	156,000	0.49%	$14.0M	+10,000 (+6.8%)
42	ANCHOR CAPITAL MANAGEMENT COMPANY, LLC	155,036	0.48%	$13.9M	NEW
43	Watchtower Advisors, LP	150,000	0.47%	$13.5M	—
44	LAZARD ASSET MANAGEMENT LLC	148,083	0.46%	$13.3M	NEW
45	ENVESTNET ASSET MANAGEMENT INC	143,423	0.45%	$12.9M	-6,043 (-4.0%)
46	T. Rowe Price Investment Management, Inc.	142,154	0.44%	$12.8M	-509,772 (-78.2%)
47	PEREGRINE CAPITAL MANAGEMENT LLC	129,702	0.40%	$11.6M	-6,548 (-4.8%)
48	NOMURA HOLDINGS INC	126,581	0.39%	$11.4M	+45,048 (+55.3%)
49	Public Sector Pension Investment Board	112,967	0.35%	$10.1M	-6,053 (-5.1%)
50	1ST SOURCE BANK	105,650	0.33%	$9.5M	+5,000 (+5.0%)
51	GENDELL JEFFREY L	105,088	0.33%	$9.4M	—
52	Tributary Capital Management, LLC	104,480	0.33%	$9.4M	-22,748 (-17.9%)
53	TURTLE CREEK ASSET MANAGEMENT INC.	101,850	0.32%	$9.1M	+60,000 (+143.4%)
54	SEI INVESTMENTS CO	100,255	0.31%	$9.0M	-50,058 (-33.3%)
55	MAIRS & POWER INC	94,824	0.30%	$8.5M	+36,930 (+63.8%)
56	FIL Ltd	93,584	0.29%	$8.4M	+84,395 (+918.4%)
57	RENAISSANCE TECHNOLOGIES LLC	92,703	0.29%	$8.3M	NEW
58	CITADEL ADVISORS LLC	90,880	0.28%	$8.2M	NEW
59	ESSEX INVESTMENT MANAGEMENT CO LLC	82,960	0.26%	$7.4M	+36,732 (+79.5%)
60	NEW YORK STATE COMMON RETIREMENT FUND	82,608	0.26%	$7.4M	-3,464 (-4.0%)
61	RHUMBLINE ADVISERS	81,458	0.25%	$7.3M	-12,076 (-12.9%)
62	Harel Insurance Investments & Financial Services Ltd.	81,300	0.25%	$7.3M	+34,300 (+73.0%)
63	AMERICAN CENTURY COMPANIES INC	81,263	0.25%	$7.3M	-73,553 (-47.5%)
64	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	78,111	0.24%	$7.0M	-36,100 (-31.6%)
65	Aberdeen Group plc	74,963	0.23%	$6.7M	+18,111 (+31.9%)
66	Nuveen, LLC	74,274	0.23%	$6.7M	-238,243 (-76.2%)
67	Legal & General Group Plc	68,897	0.21%	$6.2M	+740 (+1.1%)
68	LPL Financial LLC	65,793	0.20%	$5.9M	+44,745 (+212.6%)
69	Waverly Advisors, LLC	65,556	0.20%	$5.9M	-1,789 (-2.7%)
70	Swiss National Bank	63,112	0.20%	$5.7M	+700 (+1.1%)
71	De Lisle Partners LLP	61,982	0.19%	$5.6M	—
72	WASATCH ADVISORS LP	58,781	0.18%	$5.3M	-3,311 (-5.3%)
73	Prescott Group Capital Management, L.L.C.	55,545	0.17%	$5.0M	+30,000 (+117.4%)
74	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	54,991	0.17%	$4.9M	-925 (-1.7%)
75	ROYAL BANK OF CANADA	53,160	0.17%	$4.8M	+3,826 (+7.8%)
76	CENTAURUS FINANCIAL, INC.	53,056	0.17%	$4.8M	+65 (+0.1%)
77	FINANCIAL CONSULATE, INC	52,645	0.16%	$4.7M	—
78	Russell Investments Group, Ltd.	51,248	0.16%	$4.6M	-10,290 (-16.7%)
79	PRICE T ROWE ASSOCIATES INC /MD/	50,033	0.16%	$4.5M	-659,956 (-93.0%)
80	Ballast Asset Management, LP	49,273	0.15%	$4.4M	-486 (-1.0%)
81	Hodges Capital Management Inc.	48,650	0.15%	$4.4M	+31,050 (+176.4%)
82	ALPINE ASSOCIATES MANAGEMENT INC.	48,300	0.15%	$4.3M	NEW
83	Allspring Global Investments Holdings, LLC	46,966	0.15%	$4.0M	+12,834 (+37.6%)
84	Emerald Investment Advisers, LLC	46,378	0.14%	$4.2M	+3,038 (+7.0%)
85	STATE OF WISCONSIN INVESTMENT BOARD	46,185	0.14%	$4.1M	-3,436 (-6.9%)
86	ALLIANCEBERNSTEIN L.P.	39,303	0.12%	$4.4M	+5,800 (+17.3%)
87	STIFEL FINANCIAL CORP	37,159	0.12%	$3.3M	+2,332 (+6.7%)
88	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	36,907	0.11%	$3.3M	-1,091 (-2.9%)
89	DEUTSCHE BANK AG\	34,242	0.11%	$3.1M	+4,432 (+14.9%)
90	PRUDENTIAL FINANCIAL INC	34,144	0.11%	$3.1M	+305 (+0.9%)
91	XTX Topco Ltd	31,117	0.10%	$2.8M	+11,068 (+55.2%)
92	VANGUARD ASSET MANAGEMENT, Ltd	30,425	0.09%	$2.7M	+1,261 (+4.3%)
93	Freestone Grove Partners LP	29,508	0.09%	$2.6M	NEW
94	CANADA LIFE ASSURANCE Co	27,888	0.09%	$2.5M	-1,045 (-3.6%)
95	Point72 Asset Management, L.P.	27,805	0.09%	$2.5M	+6,591 (+31.1%)
96	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	27,395	0.09%	$2.5M	+911 (+3.4%)
97	Pathstone Holdings, LLC	27,146	0.08%	$2.4M	+2,000 (+8.0%)
98	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	26,074	0.08%	$2.3M	+5,489 (+26.7%)
99	Janney Montgomery Scott LLC	26,009	0.08%	$2.3M	+402 (+1.6%)
100	BENJAMIN EDWARDS INC	25,165	0.08%	$2.3M	+900 (+3.7%)
101	CITIGROUP INC	24,022	0.07%	$2.2M	-6,238 (-20.6%)
102	SG Americas Securities, LLC	22,137	0.07%	$2.0M	+9,163 (+70.6%)
103	BARCLAYS PLC	21,349	0.07%	$1.9M	-1,399 (-6.1%)
104	NATIXIS ADVISORS, LLC	21,138	0.07%	$1.9M	+916 (+4.5%)
105	Numerai GP LLC	21,134	0.07%	$1.9M	+19,119 (+948.8%)
106	Cambridge Investment Research Advisors, Inc.	20,544	0.06%	$1.8M	+15,015 (+271.6%)
107	FIRST TRUST ADVISORS LP	20,445	0.06%	$1.8M	+5,018 (+32.5%)
108	TECTONIC ADVISORS LLC	19,494	0.06%	$1.8M	NEW
109	Illinois Municipal Retirement Fund	18,964	0.06%	$1.7M	+758 (+4.2%)
110	MetLife Investment Management, LLC	18,922	0.06%	$1.7M	+1,240 (+7.0%)
111	JAMES INVESTMENT RESEARCH, INC.	18,229	0.06%	$1.6M	—
112	Atom Investors LP	18,120	0.06%	$1.6M	-36,813 (-67.0%)
113	Vestmark Advisory Solutions, Inc.	17,063	0.05%	$1.5M	+3,345 (+24.4%)
114	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	16,728	0.05%	$1.5M	-2,233 (-11.8%)
115	CITIZENS FINANCIAL GROUP INC/RI	16,271	0.05%	$1.5M	+10 (+0.1%)
116	WCG Wealth Advisors LLC	16,241	0.05%	$1.5M	-233 (-1.4%)
117	VOLORIDGE INVESTMENT MANAGEMENT, LLC	15,682	0.05%	$1.4M	NEW
118	DARK FOREST CAPITAL MANAGEMENT LP	15,350	0.05%	$1.4M	NEW
119	NISA INVESTMENT ADVISORS, LLC	15,308	0.05%	$1.4M	-247 (-1.6%)
120	FOSTER & MOTLEY INC	15,000	0.05%	$1.3M	-1,043 (-6.5%)
121	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	14,958	0.05%	$1.3M	-286 (-1.9%)
122	State of New Jersey Common Pension Fund D	14,451	0.04%	$1.3M	-2,107 (-12.7%)
123	Louisiana State Employees Retirement System	14,400	0.04%	$1.3M	-400 (-2.7%)
124	Jupiter Topco LLC	14,365	0.04%	$1.3M	NEW
125	HighRoad Wealth Advisors, LLC	14,300	0.04%	$1.3M	—
126	Aldebaran Capital, LLC	13,610	0.04%	$1.2M	-262 (-1.9%)
127	INTECH INVESTMENT MANAGEMENT LLC	13,598	0.04%	$1.2M	+5,897 (+76.6%)
128	Quantinno Capital Management LP	13,452	0.04%	$1.2M	+3,447 (+34.5%)
129	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	13,350	0.04%	$1.2M	—
130	Vanguard Global Advisers, LLC	12,965	0.04%	$1.2M	-2,310 (-15.1%)
131	TUDOR INVESTMENT CORP ET AL	12,872	0.04%	$1.2M	+7,127 (+124.1%)
132	NATIXIS	12,750	0.04%	$1.1M	NEW
133	Legato Capital Management LLC	12,746	0.04%	$1.1M	-11,148 (-46.7%)
134	VICTORY CAPITAL MANAGEMENT INC	12,646	0.04%	$1.1M	-46,866 (-78.8%)
135	KFG WEALTH MANAGEMENT, LLC	12,635	0.04%	$1.1M	+1,520 (+13.7%)
136	FIFTH THIRD BANCORP	11,778	0.04%	$1.1M	-2 (-0.0%)
137	Cetera Investment Advisers	11,323	0.04%	$1.0M	+3,547 (+45.6%)
138	AQR CAPITAL MANAGEMENT LLC	11,029	0.03%	$990K	-2,609 (-19.1%)
139	KORNITZER CAPITAL MANAGEMENT INC /KS	10,893	0.03%	$978K	-368 (-3.3%)
140	State of Alaska, Department of Revenue	10,833	0.03%	$972K	-5,590 (-34.0%)
141	JONES FINANCIAL COMPANIES LLLP	10,806	0.03%	$1.0M	+3,015 (+38.7%)
142	Creative Planning	10,372	0.03%	$931K	-10,018 (-49.1%)
143	GREAT LAKES ADVISORS, LLC	9,584	0.03%	$860K	-6,029 (-38.6%)
144	Police & Firemen's Retirement System of New Jersey	9,581	0.03%	$860K	+613 (+6.8%)
145	Verdence Capital Advisors LLC	9,577	0.03%	$860K	-403 (-4.0%)
146	Handelsbanken Fonder AB	9,461	0.03%	$849K	—
147	DWM Financial Group, Inc.	9,000	0.03%	$976K	NEW
148	YOUSIF CAPITAL MANAGEMENT, LLC	8,894	0.03%	$799K	+4 (+0.0%)
149	AMALGAMATED BANK	8,824	0.03%	$792K	-731 (-7.7%)
150	Zurcher Kantonalbank (Zurich Cantonalbank)	8,782	0.03%	$788K	—
151	HARBOR CAPITAL ADVISORS, INC.	8,698	0.03%	$781K	+2,661 (+44.1%)
152	ARIZONA STATE RETIREMENT SYSTEM	8,680	0.03%	$779K	-3 (-0.0%)
153	Inspire Investing, LLC	8,659	0.03%	$777K	+3,046 (+54.3%)
154	Orion Porfolio Solutions, LLC	8,536	0.03%	$766K	+283 (+3.4%)
155	RITHOLTZ WEALTH MANAGEMENT	8,381	0.03%	$752K	-524 (-5.9%)
156	ASSETMARK, INC	8,345	0.03%	$749K	-1,367 (-14.1%)
157	ADVISORY RESEARCH INC	8,195	0.03%	$736K	+76 (+0.9%)
158	Universal- Beteiligungs- und Servicegesellschaft mbH	8,108	0.03%	$728K	-20,693 (-71.8%)
159	WealthTrust Axiom LLC	8,080	0.03%	$725K	—
160	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	7,800	0.02%	$700K	-429 (-5.2%)
161	Vanguard Investments Australia, Ltd.	7,675	0.02%	$689K	—
162	Exit Wealth Advisors, LLC.	7,569	0.02%	$680K	NEW
163	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	7,498	0.02%	$673K	-78 (-1.0%)
164	State of Tennessee, Department of Treasury	7,364	0.02%	$661K	—
165	QUADRANT CAPITAL GROUP LLC	7,154	0.02%	$642K	-65 (-0.9%)
166	CAPTRUST FINANCIAL ADVISORS	7,098	0.02%	$637K	-268 (-3.6%)
167	Sterling Capital Management LLC	7,077	0.02%	$635K	+216 (+3.1%)
168	SummitTX Capital, L.P.	7,063	0.02%	$634K	+3,875 (+121.5%)
169	KLP KAPITALFORVALTNING AS	6,999	0.02%	$628K	—
170	BTC Capital Management, Inc.	6,798	0.02%	$610K	+3,517 (+107.2%)
171	NEUBERGER BERMAN GROUP LLC	6,746	0.02%	$606K	-82,061 (-92.4%)
172	Ancora Advisors LLC	6,462	0.02%	$580K	+6,260 (+3099.0%)
173	Entropy Technologies, LP	6,388	0.02%	$574K	NEW
174	Tidal Investments LLC	6,106	0.02%	$548K	NEW
175	VOYA INVESTMENT MANAGEMENT LLC	6,089	0.02%	$547K	+547 (+9.9%)
176	Factor Wealth Management LTD	5,945	0.02%	$534K	—
177	PNC Financial Services Group, Inc.	5,890	0.02%	$529K	+416 (+7.6%)
178	Sanctuary Advisors, LLC	5,650	0.02%	$507K	+3,800 (+205.4%)
179	New England Research & Management, Inc.	5,586	0.02%	$502K	—
180	BROWN ADVISORY INC	5,578	0.02%	$501K	—
181	Brevan Howard Capital Management LP	5,259	0.02%	$472K	+2,530 (+92.7%)
182	BNP PARIBAS FINANCIAL MARKETS	5,158	0.02%	$463K	-4,024 (-43.8%)
183	Snowden Capital Advisors LLC	5,079	0.02%	$456K	-800 (-13.6%)
184	US BANCORP \DE\	5,034	0.02%	$452K	+2,204 (+77.9%)
185	COMMERCE BANK	5,021	0.02%	$451K	—
186	Gotham Asset Management, LLC	4,992	0.02%	$448K	-2,888 (-36.6%)
187	HighTower Advisors, LLC	4,970	0.02%	$446K	-1,179 (-19.2%)
188	SUSQUEHANNA INTERNATIONAL GROUP, LLP	4,836	0.02%	$434K	-7,864 (-61.9%)
189	Maryland State Retirement & Pension System	4,784	0.01%	$430K	-70 (-1.4%)
190	Pictet Asset Management Holding SA	4,693	0.01%	$421K	-552 (-10.5%)
191	ProShare Advisors LLC	4,637	0.01%	$416K	-428 (-8.5%)
192	Diametric Capital, LP	4,614	0.01%	$414K	NEW
193	TEACHER RETIREMENT SYSTEM OF TEXAS	4,591	0.01%	$412K	-1,088 (-19.2%)
194	BOKF, NA	4,589	0.01%	$412K	+1,422 (+44.9%)
195	Amundi	4,395	0.01%	$395K	NEW
196	HSBC HOLDINGS PLC	4,377	0.01%	$383K	NEW
197	MML INVESTORS SERVICES, LLC	3,834	0.01%	$344K	+74 (+2.0%)
198	Corient Private Wealth LP	3,810	0.01%	$342K	+544 (+16.7%)
199	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	3,768	0.01%	$338K	-40 (-1.1%)
200	Tactive Advisors, LLC	3,765	0.01%	$338K	NEW
201	Atria Investments, Inc	3,555	0.01%	$319K	-969 (-21.4%)
202	FIRST NATIONAL BANK OF OMAHA	3,490	0.01%	$313K	+14 (+0.4%)
203	Twin Lions Management LLC	3,451	0.01%	$310K	—
204	Fiduciary Trust Co	3,419	0.01%	$307K	-102 (-2.9%)
205	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3,375	0.01%	$279K	+562 (+20.0%)
206	Bridgewater Advisors Inc.	3,354	0.01%	$279K	—
207	OPPENHEIMER ASSET MANAGEMENT INC.	3,300	0.01%	$296K	-43 (-1.3%)
208	Krilogy Financial LLC	3,253	0.01%	$292K	+639 (+24.4%)
209	XPONANCE LLC	3,213	0.01%	$288K	-259 (-7.5%)
210	TWINBEECH CAPITAL LP	3,100	0.01%	$278K	-1,400 (-31.1%)
211	INCEPTIONR LLC	2,976	0.01%	$267K	NEW
212	Ameritas Investment Partners, Inc.	2,948	0.01%	$265K	+232 (+8.5%)
213	Van Diest Capital, LLC	2,905	0.01%	$261K	NEW
214	PERSONAL CFO SOLUTIONS, LLC	2,889	0.01%	$259K	+215 (+8.0%)
215	HANCOCK WHITNEY CORP	2,856	0.01%	$256K	+62 (+2.2%)
216	Merit Financial Group, LLC	2,853	0.01%	$256K	NEW
217	Crestwood Advisors Group, LLC	2,740	0.01%	$246K	-3,077 (-52.9%)
218	Savant Capital, LLC	2,594	0.01%	$259K	NEW
219	Hennion & Walsh Asset Management, Inc.	2,493	0.01%	$224K	+25 (+1.0%)
220	&PARTNERS	2,480	0.01%	$222K	+214 (+9.4%)
221	PARK AVENUE SECURITIES LLC	2,451	0.01%	$220K	-54 (-2.2%)
222	EVERGREEN CAPITAL MANAGEMENT LLC	2,412	0.01%	$217K	-336 (-12.2%)
223	BANK OF MONTREAL /CAN/	2,372	0.01%	$213K	+109 (+4.8%)
224	Jain Global LLC	2,367	0.01%	$213K	NEW
225	Kendall Capital Management	2,275	0.01%	$204K	-100 (-4.2%)
226	Clearstead Advisors, LLC	2,195	0.01%	$197K	+5 (+0.2%)
227	Vestcor Inc	1,987	0.01%	$178K	-14,931 (-88.3%)
228	SIMPLEX TRADING, LLC	1,867	0.01%	$168K	NEW
229	Tower Research Capital LLC (TRC)	1,860	0.01%	$167K	-1,671 (-47.3%)
230	Global Retirement Partners, LLC	1,671	0.01%	$150K	NEW
231	Pinnacle Wealth Planning Services, Inc.	1,218	0.00%	$109K	-170 (-12.2%)
232	Smartleaf Asset Management LLC	1,177	0.00%	$110K	—
233	OSAIC HOLDINGS, INC.	1,135	0.00%	$102K	+196 (+20.9%)
234	Nykredit A/S	1,128	0.00%	$101K	NEW
235	IFP Advisors, Inc	924	0.00%	$83K	+10 (+1.1%)
236	KBC Group NV	860	0.00%	$77K	—
237	GAMMA Investing LLC	858	0.00%	$77K	-440 (-33.9%)
238	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	839	0.00%	$75K	+31 (+3.8%)
239	Quent Capital, LLC	836	0.00%	$75K	—
240	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	821	0.00%	$74K	-10,387 (-92.7%)
241	UMB Bank, n.a.	742	0.00%	$67K	-60 (-7.5%)
242	State of Wyoming	583	0.00%	$52K	-2,033 (-77.7%)
243	HANTZ FINANCIAL SERVICES, INC.	580	0.00%	$52K	-941 (-61.9%)
244	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	506	0.00%	$45K	+1 (+0.2%)
245	Rockefeller Capital Management L.P.	505	0.00%	$45K	-418 (-45.3%)
246	USA FINANCIAL FORMULAS	487	0.00%	$44K	NEW
247	Farther Finance Advisors, LLC	484	0.00%	$44K	+215 (+79.9%)
248	Arax Advisory Partners	429	0.00%	$38K	+298 (+227.5%)
249	FEDERATED HERMES, INC.	358	0.00%	$32K	+76 (+27.0%)
250	Salomon & Ludwin, LLC	356	0.00%	$30K	+147 (+70.3%)

Exited since 2026-03-31 (58 filers; largest 25 shown)

SCHRODER INVESTMENT MANAGEMENT GROUP	−458,701
Driehaus Capital Management LLC	−220,415
CASTLEARK MANAGEMENT LLC	−62,180
JANE STREET GROUP, LLC	−48,866
STRS OHIO	−48,000
Campbell & CO Investment Adviser LLC	−40,970
MILLENNIUM MANAGEMENT LLC	−38,366
Alyeska Investment Group, L.P.	−36,150
Nicholas Investment Partners, LP	−32,123
Squarepoint Ops LLC	−27,514
Lisanti Capital Growth, LLC	−25,620
D. E. Shaw & Co., Inc.	−25,059
CREDIT AGRICOLE S A	−22,000
Susquehanna Portfolio Strategies, LLC	−21,760
Empowered Funds, LLC	−18,761
PDT Partners, LLC	−15,251
JANUS HENDERSON GROUP PLC	−14,365
TRUIST FINANCIAL CORP	−13,721
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	−12,778
Qube Research & Technologies Ltd	−9,944
TD Asset Management Inc	−8,772
Jefferies Financial Group Inc.	−8,242
ARISTEIA CAPITAL, L.L.C.	−7,775
Calamos Advisors LLC	−6,990
Cerity Partners LLC	−5,138

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
Wellington Group Holdings LLP	SCHEDULE 13G/A	2026-08-13	2026-06-30	1,623,974	4.9%
Wellington Investment Advisors Holdings LLP	SCHEDULE 13G/A	2026-08-13	2026-06-30	1,623,974	4.9%
Wellington Management Group LLP	SCHEDULE 13G/A	2026-08-13	2026-06-30	1,623,974	4.9%
Abigail P. Johnson	SCHEDULE 13G/A	2026-08-06	2026-06-30	4,363,514.79	13.2%
FMR LLC	SCHEDULE 13G/A	2026-08-06	2026-06-30	4,363,514.79	13.2%
Vanguard Capital Management	SCHEDULE 13G	2026-04-30	2026-03-31	1,683,754	5.08%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
Dimensional Fund Advisors LP	SCHEDULE 13G/A	2025-07-15	2025-06-30	1,637,605	4.9%
BlackRock, Inc.	SCHEDULE 13G/A	2025-04-30	2025-03-31	4,879,202	14.5%
Wellington Management Company LLP	SCHEDULE 13G	2025-02-10	2024-12-31	2,027,708	5.7%

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.