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.

POWELL INDUSTRIES INC

CIK 0000080420POWL· quarter ending 2026-06-30

Shares outstanding

36,432,564

as of 2026-08-03 · 10-Q cover page, filed 2026-08-04

Held by 13F filers

27,417,537

75.3% of shares outstanding

Holders

586

+108 vs 2026-03-31 · 157 new, 49 exited

Value

$7.9B

shares +187.4% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-04, as of 2026-08-03)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	POWL · NASDAQ	36,432,564	27,417,537	75.3%	586	739128106

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
	739128106	Stock	586	27,417,537	36,432,564	75.3%	$7.9B	14 call / 13 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 586 · 739128106)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	3,608,659	9.91%	$1.0B	+2,202,586 (+156.6%)
2	VANGUARD PORTFOLIO MANAGEMENT LLC	1,557,700	4.28%	$446.1M	+1,174,101 (+306.1%)
3	FIRST TRUST ADVISORS LP	1,426,981	3.92%	$408.6M	+910,430 (+176.3%)
4	VANGUARD CAPITAL MANAGEMENT LLC	1,282,082	3.52%	$367.1M	+857,473 (+201.9%)
5	DIMENSIONAL FUND ADVISORS LP	974,940	2.68%	$279.2M	+651,345 (+201.3%)
6	STATE STREET CORP	955,989	2.62%	$273.8M	+593,552 (+163.8%)
7	Invesco Ltd.	769,537	2.11%	$220.4M	+527,729 (+218.2%)
8	MORGAN STANLEY	768,106	2.11%	$220.0M	+496,110 (+182.4%)
9	Fisher Asset Management, LLC	731,619	2.01%	$209.5M	+474,704 (+184.8%)
10	GEODE CAPITAL MANAGEMENT, LLC	668,799	1.84%	$191.6M	+425,942 (+175.4%)
11	JANE STREET GROUP, LLC	562,655	1.54%	$161.1M	+408,254 (+264.4%)
12	JACOBS LEVY EQUITY MANAGEMENT, INC	441,456	1.21%	$126.4M	+317,516 (+256.2%)
13	GW&K Investment Management, LLC	410,122	1.13%	$117.4M	+209,587 (+104.5%)
14	FEDERATED HERMES, INC.	375,292	1.03%	$107.5M	+218,540 (+139.4%)
15	UBS Group AG	367,666	1.01%	$105.3M	+221,524 (+151.6%)
16	PRICE T ROWE ASSOCIATES INC /MD/	346,701	0.95%	$99.3M	+271,370 (+360.2%)
17	Jupiter Topco LLC	327,667	0.90%	$93.8M	NEW
18	GOLDMAN SACHS GROUP INC	308,450	0.85%	$88.3M	+181,995 (+143.9%)
19	Rockefeller Capital Management L.P.	297,517	0.82%	$85.2M	+197,600 (+197.8%)
20	Capital World Investors	295,225	0.81%	$84.5M	+199,378 (+208.0%)
21	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	292,087	0.80%	$83.6M	+198,447 (+211.9%)
22	Tidal Investments LLC	282,483	0.78%	$80.9M	+194,840 (+222.3%)
23	Tema ETFs LLC	268,692	0.74%	$76.9M	+184,010 (+217.3%)
24	BNP PARIBAS FINANCIAL MARKETS	263,908	0.72%	$75.6M	+221,718 (+525.5%)
25	TCW GROUP INC	252,633	0.69%	$72.3M	+187,269 (+286.5%)
26	ENVESTNET ASSET MANAGEMENT INC	247,010	0.68%	$70.7M	+158,783 (+180.0%)
27	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	223,352	0.61%	$64.0M	+129,600 (+138.2%)
28	Bank of New York Mellon Corp	210,886	0.58%	$60.4M	+137,627 (+187.9%)
29	NORTHERN TRUST CORP	208,165	0.57%	$59.6M	+95,749 (+85.2%)
30	RAYMOND JAMES FINANCIAL INC	199,659	0.55%	$57.2M	+123,829 (+163.3%)
31	Baird Financial Group, Inc.	199,087	0.55%	$57.0M	+134,837 (+209.9%)
32	PRINCIPAL FINANCIAL GROUP INC	198,724	0.55%	$56.9M	+133,673 (+205.5%)
33	MILLENNIUM MANAGEMENT LLC	198,405	0.54%	$56.8M	+191,556 (+2796.8%)
34	BANK OF AMERICA CORP /DE/	189,745	0.52%	$54.3M	+98,948 (+109.0%)
35	VANGUARD FIDUCIARY TRUST CO	184,482	0.51%	$52.8M	+118,276 (+178.6%)
36	HRT FINANCIAL LP	181,385	0.50%	$51.9M	+174,815 (+2660.8%)
37	OBERWEIS ASSET MANAGEMENT INC/	179,521	0.49%	$51.4M	+145,364 (+425.6%)
38	Encompass Capital Advisors LLC	158,899	0.44%	$45.5M	+118,899 (+297.2%)
39	JPMORGAN CHASE & CO	153,728	0.42%	$43.6M	+123,651 (+411.1%)
40	AMERIPRISE FINANCIAL INC	145,692	0.40%	$41.7M	+128,237 (+734.7%)
41	Portolan Capital Management, LLC	145,631	0.40%	$41.7M	+69,801 (+92.0%)
42	SUSQUEHANNA INTERNATIONAL GROUP, LLP	133,093	0.37%	$38.1M	+125,762 (+1715.5%)
43	Stephens Investment Management Group LLC	131,046	0.36%	$37.5M	+71,269 (+119.2%)
44	Vision One Management Partners, LP	130,054	0.36%	$37.2M	+65,071 (+100.1%)
45	Allspring Global Investments Holdings, LLC	127,337	0.35%	$33.7M	+75,043 (+143.5%)
46	Munro Partners	119,502	0.33%	$34.2M	+104,822 (+714.0%)
47	RPG Investment Advisory, LLC	115,843	0.32%	$33.2M	+57,854 (+99.8%)
48	RENAISSANCE TECHNOLOGIES LLC	114,002	0.31%	$32.6M	+79,308 (+228.6%)
49	Public Sector Pension Investment Board	110,817	0.30%	$31.7M	+69,560 (+168.6%)
50	Squarepoint Ops LLC	110,166	0.30%	$31.5M	+106,687 (+3066.6%)
51	Russell Investments Group, Ltd.	107,968	0.30%	$30.9M	+90,132 (+505.3%)
52	LPL Financial LLC	105,792	0.29%	$30.3M	+76,711 (+263.8%)
53	JENNISON ASSOCIATES LLC	96,763	0.27%	$27.7M	+71,169 (+278.1%)
54	Hodges Capital Management Inc.	96,447	0.26%	$27.6M	+55,654 (+136.4%)
55	WINTON GROUP Ltd	92,344	0.25%	$26.4M	+61,989 (+204.2%)
56	LOOMIS SAYLES & CO L P	84,525	0.23%	$24.2M	+48,674 (+135.8%)
57	Driehaus Capital Management LLC	82,686	0.23%	$23.7M	+32,328 (+64.2%)
58	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	81,723	0.22%	$23.4M	+56,901 (+229.2%)
59	Nuveen, LLC	80,737	0.22%	$23.1M	+58,474 (+262.7%)
60	ROYCE & ASSOCIATES LP	78,747	0.22%	$22.5M	+37,527 (+91.0%)
61	TUDOR INVESTMENT CORP ET AL	77,414	0.21%	$22.2M	+70,724 (+1057.2%)
62	AQR CAPITAL MANAGEMENT LLC	77,372	0.21%	$22.2M	+47,722 (+161.0%)
63	Venture Visionary Partners LLC	77,247	0.21%	$22.1M	+49,343 (+176.8%)
64	Aperture Investors, LLC	74,295	0.20%	$21.3M	+34,829 (+88.3%)
65	WELLS FARGO & COMPANY/MN	69,288	0.19%	$19.8M	+46,464 (+203.6%)
66	BESSEMER GROUP INC	68,393	0.19%	$19.6M	+57,110 (+506.2%)
67	Stratos Wealth Partners, LTD.	67,990	0.19%	$19.5M	+38,758 (+132.6%)
68	Legal & General Group Plc	67,590	0.19%	$19.4M	+44,512 (+192.9%)
69	ROYAL BANK OF CANADA	64,894	0.18%	$18.6M	+39,176 (+152.3%)
70	DEUTSCHE BANK AG\	64,822	0.18%	$18.6M	+35,271 (+119.4%)
71	COMMONWEALTH EQUITY SERVICES, LLC	63,816	0.18%	$18.3M	+43,110 (+208.2%)
72	VICTORY CAPITAL MANAGEMENT INC	63,006	0.17%	$18.0M	+60,183 (+2131.9%)
73	Swiss National Bank	58,460	0.16%	$16.7M	+39,240 (+204.2%)
74	Nicholas Investment Partners, LP	58,444	0.16%	$16.7M	+39,924 (+215.6%)
75	RHUMBLINE ADVISERS	57,957	0.16%	$16.6M	+32,799 (+130.4%)
76	MARSHALL WACE, LLP	54,007	0.15%	$15.5M	NEW
77	ADVISORS MANAGEMENT GROUP INC /ADV	52,530	0.14%	$15.0M	+34,149 (+185.8%)
78	Carnegie Investment Counsel	51,852	0.14%	$14.8M	+15,476 (+42.5%)
79	ASSETMARK, INC	50,365	0.14%	$14.4M	+33,841 (+204.8%)
80	DANSKE BANK A/S	49,709	0.14%	$14.2M	+21,762 (+77.9%)
81	Private Advisory Group LLC	49,440	0.14%	$14.2M	+32,963 (+200.1%)
82	NEUBERGER BERMAN GROUP LLC	46,839	0.13%	$13.4M	+44,420 (+1836.3%)
83	Thrivent Financial for Lutherans	44,675	0.12%	$12.8M	+37,606 (+532.0%)
84	AMERICAN CENTURY COMPANIES INC	43,403	0.12%	$12.4M	+13,859 (+46.9%)
85	CONGRESS ASSET MANAGEMENT CO	42,456	0.12%	$12.2M	+28,447 (+203.1%)
86	SEI INVESTMENTS CO	41,102	0.11%	$11.8M	+24,903 (+153.7%)
87	STATE OF WISCONSIN INVESTMENT BOARD	39,548	0.11%	$11.3M	+25,313 (+177.8%)
88	GKV Capital Management Co., Inc.	38,989	0.11%	$11.2M	+26,078 (+202.0%)
89	LOS ANGELES CAPITAL MANAGEMENT LLC	38,126	0.10%	$10.9M	+36,206 (+1885.7%)
90	D. E. Shaw & Co., Inc.	37,283	0.10%	$10.7M	+24,036 (+181.4%)
91	Quantum Private Wealth, LLC	37,182	0.10%	$10.6M	+23,768 (+177.2%)
92	Advisory Services Network, LLC	34,788	0.10%	$10.0M	+22,306 (+178.7%)
93	ALGERT GLOBAL LLC	34,788	0.10%	$10.0M	+24,129 (+226.4%)
94	CI INVESTMENTS INC.	33,978	0.09%	$9.7M	NEW
95	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	33,773	0.09%	$9.7M	+22,502 (+199.6%)
96	INTECH INVESTMENT MANAGEMENT LLC	33,265	0.09%	$9.5M	+21,351 (+179.2%)
97	GREAT VALLEY ADVISOR GROUP, INC.	33,000	0.09%	$9.5M	+21,986 (+199.6%)
98	Pier Capital, LLC	32,059	0.09%	$9.2M	+18,701 (+140.0%)
99	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	31,002	0.09%	$8.9M	+17,850 (+135.7%)
100	Rockline Wealth Management, LLC	30,939	0.08%	$8.9M	+21,740 (+236.3%)
101	PRUDENTIAL FINANCIAL INC	29,319	0.08%	$8.4M	+19,566 (+200.6%)
102	POLEN CAPITAL MANAGEMENT LLC	29,181	0.08%	$8.4M	+11,696 (+66.9%)
103	CHATHAM CAPITAL GROUP, INC.	29,178	0.08%	$8.4M	+17,369 (+147.1%)
104	INTRINSIC EDGE CAPITAL MANAGEMENT LLC	28,668	0.08%	$8.2M	+19,112 (+200.0%)
105	NEW YORK STATE COMMON RETIREMENT FUND	27,641	0.08%	$7.9M	+17,942 (+185.0%)
106	NATIXIS ADVISORS, LLC	27,158	0.07%	$7.8M	NEW
107	CIBC WORLD MARKET INC.	27,082	0.07%	$7.8M	+8,910 (+49.0%)
108	ALLIANCEBERNSTEIN L.P.	27,076	0.07%	$14.7M	+10,958 (+68.0%)
109	NewEdge Advisors, LLC	26,941	0.07%	$7.7M	+15,990 (+146.0%)
110	Vest Financial, LLC	26,341	0.07%	$7.5M	+10,529 (+66.6%)
111	Cambridge Investment Research Advisors, Inc.	26,074	0.07%	$7.5M	+21,823 (+513.4%)
112	Abacus FCF Advisors LLC	26,037	0.07%	$7.5M	+17,494 (+204.8%)
113	Informed Momentum Co LLC	25,430	0.07%	$7.3M	NEW
114	KENNEDY CAPITAL MANAGEMENT LLC	25,423	0.07%	$7.3M	+16,212 (+176.0%)
115	Liberty Capital Management, Inc.	25,136	0.07%	$7.2M	NEW
116	NORDEA INVESTMENT MANAGEMENT AB	24,811	0.07%	$7.0M	+16,577 (+201.3%)
117	ACADIAN ASSET MANAGEMENT LLC	24,363	0.07%	$7.0M	+20,744 (+573.2%)
118	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	24,286	0.07%	$7.0M	+22,261 (+1099.3%)
119	FORA Capital, LLC	24,206	0.07%	$6.9M	+18,557 (+328.5%)
120	Granite Investment Partners, LLC	24,151	0.07%	$6.9M	+2,242 (+10.2%)
121	NISSAY ASSET MANAGEMENT CORP /JAPAN	23,607	0.06%	$6.8M	+18,161 (+333.5%)
122	Vident Advisory, LLC	23,224	0.06%	$6.7M	+16,290 (+234.9%)
123	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	23,118	0.06%	$6.6M	+20,891 (+938.1%)
124	CANADA LIFE ASSURANCE Co	22,938	0.06%	$6.6M	+15,162 (+195.0%)
125	Catalyst Funds Management Pty Ltd	22,800	0.06%	$6.5M	NEW
126	ZACKS INVESTMENT MANAGEMENT	22,565	0.06%	$6.5M	+15,529 (+220.7%)
127	FRANKLIN RESOURCES INC	22,481	0.06%	$6.4M	+15,846 (+238.8%)
128	CREDIT AGRICOLE S A	21,984	0.06%	$6.3M	+14,656 (+200.0%)
129	Universal- Beteiligungs- und Servicegesellschaft mbH	21,628	0.06%	$6.2M	+12,029 (+125.3%)
130	VANGUARD ASSET MANAGEMENT, Ltd	21,587	0.06%	$6.2M	+14,956 (+225.5%)
131	Cerity Partners LLC	21,370	0.06%	$6.1M	-2,967 (-12.2%)
132	Rodgers Brothers Inc.	21,120	0.06%	$6.0M	+14,080 (+200.0%)
133	JONES FINANCIAL COMPANIES LLLP	20,881	0.06%	$5.8M	+13,754 (+193.0%)
134	FIFTH THIRD BANCORP	20,251	0.06%	$5.8M	+12,965 (+177.9%)
135	Voss Capital, LP	20,000	0.05%	$5.7M	-116,000 (-85.3%)
136	Illinois Municipal Retirement Fund	19,942	0.05%	$5.7M	+15,067 (+309.1%)
137	Man Group plc	19,539	0.05%	$5.6M	+4,119 (+26.7%)
138	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	19,177	0.05%	$5.5M	+11,883 (+162.9%)
139	Cetera Investment Advisers	18,507	0.05%	$5.3M	+12,531 (+209.7%)
140	Weiss Asset Management LP	18,284	0.05%	$5.2M	NEW
141	Concurrent Investment Advisors, LLC	17,993	0.05%	$5.2M	+15,954 (+782.4%)
142	Treasurer of the State of North Carolina	17,343	0.05%	$5.0M	NEW
143	Merit Financial Group, LLC	17,213	0.05%	$4.9M	+8,334 (+93.9%)
144	Creative Planning	17,012	0.05%	$4.9M	+12,453 (+273.2%)
145	KP Management LLC	16,500	0.05%	$4.7M	NEW
146	Legato Capital Management LLC	16,374	0.04%	$4.7M	+11,248 (+219.4%)
147	EXCHANGE TRADED CONCEPTS, LLC	16,058	0.04%	$4.6M	NEW
148	Truvestments Capital LLC	15,383	0.04%	$4.4M	+10,348 (+205.5%)
149	Beacon Pointe Advisors, LLC	15,379	0.04%	$4.4M	+10,182 (+195.9%)
150	CYPRESS ASSET MANAGEMENT INC/TX	15,330	0.04%	$4.4M	+10,220 (+200.0%)
151	VAN ECK ASSOCIATES CORP	15,129	0.04%	$4.3M	NEW
152	FMR LLC	15,105	0.04%	$4.3M	+10,338 (+216.9%)
153	Zurcher Kantonalbank (Zurich Cantonalbank)	15,055	0.04%	$4.3M	+12,190 (+425.5%)
154	HERALD INVESTMENT MANAGEMENT Ltd	15,000	0.04%	$4.3M	+10,000 (+200.0%)
155	GROUP ONE TRADING LLC	14,763	0.04%	$4.2M	NEW
156	Eaton Financial Holdings Company, LLC	14,689	0.04%	$4.2M	+7,691 (+109.9%)
157	Hudson Bay Capital Management LP	14,654	0.04%	$4.2M	+11,043 (+305.8%)
158	OPPENHEIMER & CO INC	14,372	0.04%	$4.1M	+7,889 (+121.7%)
159	Vanguard Global Advisers, LLC	13,546	0.04%	$3.9M	+8,887 (+190.7%)
160	OSAIC HOLDINGS, INC.	13,268	0.04%	$3.8M	+9,931 (+297.6%)
161	Police & Firemen's Retirement System of New Jersey	13,046	0.04%	$3.7M	+10,412 (+395.3%)
162	SIMPLEX TRADING, LLC	12,961	0.04%	$3.7M	NEW
163	Lisanti Capital Growth, LLC	12,735	0.03%	$3.6M	+7,335 (+135.8%)
164	Louisiana State Employees Retirement System	12,500	0.03%	$3.6M	+8,300 (+197.6%)
165	Cadent Capital Advisors, LLC	12,421	0.03%	$3.6M	+8,525 (+218.8%)
166	WESBANCO BANK INC	12,000	0.03%	$3.4M	+5,400 (+81.8%)
167	Orion Porfolio Solutions, LLC	11,708	0.03%	$3.4M	+7,207 (+160.1%)
168	Strong Tower Advisory Services	11,652	0.03%	$3.3M	+6,494 (+125.9%)
169	Trexquant Investment LP	11,468	0.03%	$3.3M	+5,934 (+107.2%)
170	Private Advisor Group, LLC	11,260	0.03%	$3.2M	+7,477 (+197.6%)
171	Blackhawk Capital Partners, LLC	11,104	0.03%	$3.2M	+6,449 (+138.5%)
172	KORNITZER CAPITAL MANAGEMENT INC /KS	11,096	0.03%	$3.2M	NEW
173	Bleakley Financial Group, LLC	11,086	0.03%	$3.2M	NEW
174	PFG Advisors	11,073	0.03%	$3.2M	+7,278 (+191.8%)
175	State of Tennessee, Department of Treasury	10,798	0.03%	$3.1M	+6,963 (+181.6%)
176	MML INVESTORS SERVICES, LLC	10,783	0.03%	$3.1M	+6,818 (+172.0%)
177	CITIGROUP INC	10,776	0.03%	$3.1M	+3,065 (+39.7%)
178	Peterson Wealth Services	10,740	0.03%	$3.1M	+7,221 (+205.2%)
179	Hel Ved Capital Management Ltd	10,680	0.03%	$3.1M	NEW
180	Invst, LLC	10,245	0.03%	$2.9M	+6,830 (+200.0%)
181	OPPENHEIMER ASSET MANAGEMENT INC.	10,200	0.03%	$2.9M	+6,111 (+149.4%)
182	OMERS ADMINISTRATION Corp	10,065	0.03%	$2.9M	+4,230 (+72.5%)
183	SteelPeak Wealth, LLC	10,055	0.03%	$2.9M	NEW
184	OAK RIDGE INVESTMENTS LLC	10,045	0.03%	$2.9M	+532 (+5.6%)
185	TRUIST FINANCIAL CORP	9,998	0.03%	$2.9M	+5,722 (+133.8%)
186	Pathstone Holdings, LLC	9,935	0.03%	$2.8M	+6,586 (+196.7%)
187	VICTORY FINANCIAL GROUP, LLC	9,923	0.03%	$2.8M	+6,620 (+200.4%)
188	VOYA INVESTMENT MANAGEMENT LLC	9,791	0.03%	$2.8M	+6,076 (+163.6%)
189	State of New Jersey Common Pension Fund D	9,698	0.03%	$2.8M	+5,505 (+131.3%)
190	ROMAN BUTLER FULLERTON & CO	9,653	0.03%	$2.2M	+12 (+0.1%)
191	Bridgewater Associates, LP	9,611	0.03%	$2.8M	NEW
192	KAYNE ANDERSON CAPITAL ADVISORS LP	9,572	0.03%	$2.7M	+6,433 (+204.9%)
193	Sidoxia Capital Management, LLC	9,534	0.03%	$2.7M	+6,036 (+172.6%)
194	State of Alaska, Department of Revenue	9,359	0.03%	$2.7M	+4,683 (+100.1%)
195	MISSION WEALTH MANAGEMENT, LP	9,325	0.03%	$2.7M	NEW
196	Jump Financial, LLC	9,305	0.03%	$2.7M	+3,526 (+61.0%)
197	PRIVATE TRUST CO NA	9,274	0.03%	$2.7M	+3,945 (+74.0%)
198	VIRGINIA RETIREMENT SYSTEMS ET Al	9,160	0.03%	$2.6M	+5,920 (+182.7%)
199	Entropy Technologies, LP	9,114	0.03%	$2.6M	+7,794 (+590.5%)
200	AMALGAMATED BANK	8,929	0.02%	$2.6M	+6,211 (+228.5%)
201	HARBOR CAPITAL ADVISORS, INC.	8,857	0.02%	$2.5M	+6,440 (+266.4%)
202	TECTONIC ADVISORS LLC	8,853	0.02%	$2.5M	+5,418 (+157.7%)
203	ALPS ADVISORS INC	8,838	0.02%	$2.5M	+5,233 (+145.2%)
204	VIRTUS ADVISERS, LLC	8,757	0.02%	$2.5M	+5,840 (+200.2%)
205	Gotham Asset Management, LLC	8,707	0.02%	$2.5M	+4,983 (+133.8%)
206	Fortune Financial Advisors, LLC	8,625	0.02%	$2.5M	+5,750 (+200.0%)
207	Huntleigh Advisors, Inc.	8,464	0.02%	$2.4M	+5,822 (+220.4%)
208	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	8,235	0.02%	$2.4M	NEW
209	BENJAMIN EDWARDS INC	8,193	0.02%	$2.3M	+5,434 (+197.0%)
210	ARIZONA STATE RETIREMENT SYSTEM	8,041	0.02%	$2.3M	+5,374 (+201.5%)
211	MONTCHANIN ASSET MANAGEMENT, LLC	7,980	0.02%	$2.3M	+4,895 (+158.7%)
212	MANUFACTURERS LIFE INSURANCE COMPANY, THE	7,938	0.02%	$2.3M	+3,526 (+79.9%)
213	Quantinno Capital Management LP	7,934	0.02%	$2.3M	+5,400 (+213.1%)
214	YOUSIF CAPITAL MANAGEMENT, LLC	7,751	0.02%	$2.2M	+5,154 (+198.5%)
215	Triasima Portfolio Management inc.	7,719	0.02%	$2.2M	+5,064 (+190.7%)
216	Horizon Investment Services, LLC	7,684	0.02%	$2.2M	+4,684 (+156.1%)
217	Mariner, LLC	7,624	0.02%	$2.2M	-906 (-10.6%)
218	Janney Montgomery Scott LLC	7,602	0.02%	$2.2M	+6,288 (+478.5%)
219	Dana Investment Advisors, Inc.	7,523	0.02%	$2.2M	+3,272 (+77.0%)
220	NISA INVESTMENT ADVISORS, LLC	7,493	0.02%	$2.1M	+5,030 (+204.2%)
221	KESTRA PRIVATE WEALTH SERVICES, LLC	7,366	0.02%	$2.1M	+5,074 (+221.4%)
222	Vanguard Investments Australia, Ltd.	7,350	0.02%	$2.1M	+4,900 (+200.0%)
223	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	7,304	0.02%	$1.7M	+2,430 (+49.9%)
224	SYON CAPITAL LLC	7,295	0.02%	$2.1M	+4,755 (+187.2%)
225	Amundi	7,282	0.02%	$2.1M	+4,507 (+162.4%)
226	BARCLAYS PLC	7,083	0.02%	$2.0M	-8,422 (-54.3%)
227	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	7,041	0.02%	$2.0M	+4,694 (+200.0%)
228	Focus Partners Wealth	7,037	0.02%	$2.0M	+4,956 (+238.2%)
229	Aster Capital Management (DIFC) Ltd	7,003	0.02%	$2.0M	+6,990 (+53769.2%)
230	JAMES INVESTMENT RESEARCH, INC.	6,976	0.02%	$2.0M	+3,653 (+109.9%)
231	Tower Research Capital LLC (TRC)	6,911	0.02%	$2.0M	+6,237 (+925.4%)
232	First Dallas Securities Inc.	6,850	0.02%	$2.0M	+3,699 (+117.4%)
233	Steadtrust LLC	6,835	0.02%	$2.0M	+4,550 (+199.1%)
234	LANARK FINANCIAL, INC.	6,806	0.02%	$1.9M	+4,003 (+142.8%)
235	QUEST INVESTMENT MANAGEMENT LLC	6,794	0.02%	$1.9M	+3,717 (+120.8%)
236	MERCER GLOBAL ADVISORS INC /ADV	6,759	0.02%	$1.9M	+3,625 (+115.7%)
237	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	6,739	0.02%	$1.9M	+4,397 (+187.7%)
238	Ausbil Investment Management Ltd	6,719	0.02%	$1.8M	+2,863 (+74.2%)
239	BOCHK Asset Management Ltd	6,700	0.02%	$1.9M	+5,400 (+415.4%)
240	KLP KAPITALFORVALTNING AS	6,620	0.02%	$1.9M	+4,480 (+209.3%)
241	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	6,490	0.02%	$1.9M	+4,325 (+199.8%)
242	LITTLEJOHN FINANCIAL SERVICES, INC.	6,217	0.02%	$1.8M	+2,621 (+72.9%)
243	Eddie Patel Inc	6,210	0.02%	$1.8M	+4,158 (+202.6%)
244	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	6,087	0.02%	$1.7M	+3,969 (+187.4%)
245	Independent Advisor Alliance	6,043	0.02%	$1.7M	+4,038 (+201.4%)
246	Bay Rivers Group	5,988	0.02%	$1.7M	+3,986 (+199.1%)
247	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	5,777	0.02%	$1.7M	NEW
248	Legacy Bridge, LLC	5,720	0.02%	$1.6M	NEW
249	INDEPENDENT FINANCIAL GROUP, LLC	5,707	0.02%	$1.6M	+3,939 (+222.8%)
250	Rithm Capital Corp.	5,700	0.02%	$1.6M	+3,800 (+200.0%)

Exited since 2026-03-31 (49 filers; largest 25 shown)

JANUS HENDERSON GROUP PLC	−224,966
Walleye Trading LLC	−20,480
1060 Capital, LLC	−10,000
4D Advisors, LLC	−6,500
OCCUDO QUANTITATIVE STRATEGIES LP	−5,684
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	−5,625
Convergence Investment Partners, LLC	−4,366
Richard Bernstein Advisors LLC	−3,205
Rock Creek Group LLC	−2,500
ABS Direct Equity Fund LLC	−2,500
CANADA PENSION PLAN INVESTMENT BOARD	−1,800
J.M. Arbour, LLC	−1,610
SIERRA SUMMIT ADVISORS LLC	−1,602
ProShare Advisors LLC	−1,486
U.S. Capital Wealth Advisors, LLC	−1,456
Polymer Capital Management (US) LLC	−1,265
Trek Financial, LLC	−1,255
JOURNEY STRATEGIC WEALTH LLC	−1,187
CWM, LLC	−1,144
Unique Wealth Strategies, LLC	−1,140
Havemeyer Place LP	−987
Balyasny Asset Management L.P.	−966
FULCRUM WEALTH ADVISORS, LLC	−810
Ameritas Investment Partners, Inc.	−782
Avidian Wealth Enterprises, LLC	−672

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
First Trust Advisors L.P.	SCHEDULE 13G/A	2026-07-30	2026-06-30	1,658,087	4.55%
First Trust Portfolios L.P.	SCHEDULE 13G/A	2026-07-30	2026-06-30	1,658,087	4.55%
The Charger Corporation	SCHEDULE 13G/A	2026-07-30	2026-06-30	1,658,087	4.55%
BlackRock, Inc.	SCHEDULE 13G/A	2026-07-29	2026-06-30	3,517,738	9.7%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
Kovitz Investment Group Partners, LLC	SCHEDULE 13G/A	2025-11-06	2025-10-31	2,420	0%

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.