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 2026-08-04, as of 2026-07-29)
| Class | Listed | Shares outstanding | Held by 13F filers | % of class | Holders | CUSIP |
|---|---|---|---|---|---|---|
| Common stock | UFCS · NASDAQ | 25,705,439 | 17,525,814 | 68.2% | 230 | 910340108 |
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 (230 of 230 · 910340108)
change vs 2026-03-31| # | Filer | Shares | % of class | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,492,305 | 13.59% | $183.1M | +44,240 (+1.3%) |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1,505,183 | 5.86% | $78.9M | +15,215 (+1.0%) |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 965,279 | 3.76% | $50.6M | -1,022 (-0.1%) |
| 4 | STATE STREET CORP | 860,633 | 3.35% | $45.1M | +43,135 (+5.3%) |
| 5 | AMERICAN CENTURY COMPANIES INC | 721,246 | 2.81% | $37.8M | +154,163 (+27.2%) |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 710,198 | 2.76% | $37.2M | +47,898 (+7.2%) |
| 7 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 582,930 | 2.27% | $30.6M | -29,466 (-4.8%) |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 558,629 | 2.17% | $29.3M | +25,927 (+4.9%) |
| 9 | BANK OF AMERICA CORP /DE/ | 475,517 | 1.85% | $24.9M | -21,901 (-4.4%) |
| 10 | Invesco Ltd. | 433,243 | 1.69% | $22.7M | +29,647 (+7.3%) |
| 11 | AQR CAPITAL MANAGEMENT LLC | 405,797 | 1.58% | $21.3M | -16,257 (-3.9%) |
| 12 | MORGAN STANLEY | 317,680 | 1.24% | $16.7M | +61,325 (+23.9%) |
| 13 | ROYCE & ASSOCIATES LP | 250,169 | 0.97% | $13.1M | +3,160 (+1.3%) |
| 14 | Hillsdale Investment Management Inc. | 241,568 | 0.94% | $12.7M | +29,800 (+14.1%) |
| 15 | NORTHERN TRUST CORP | 241,255 | 0.94% | $12.7M | +26,229 (+12.2%) |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 210,176 | 0.82% | $11.0M | +6,726 (+3.3%) |
| 17 | Allianz Asset Management GmbH | 206,522 | 0.80% | $10.8M | -45,396 (-18.0%) |
| 18 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 190,184 | 0.74% | $10.0M | +17,754 (+10.3%) |
| 19 | Connor, Clark & Lunn Investment Management Ltd. | 185,359 | 0.72% | $9.7M | -2,428 (-1.3%) |
| 20 | Bank of New York Mellon Corp | 184,759 | 0.72% | $9.7M | +4,436 (+2.5%) |
| 21 | EARNEST PARTNERS LLC | 158,487 | 0.62% | $8.3M | -6,362 (-3.9%) |
| 22 | PANAGORA ASSET MANAGEMENT INC | 149,885 | 0.58% | $7.9M | +77,497 (+107.1%) |
| 23 | VANGUARD FIDUCIARY TRUST CO | 145,268 | 0.57% | $7.6M | +1,453 (+1.0%) |
| 24 | PRINCIPAL FINANCIAL GROUP INC | 134,217 | 0.52% | $7.0M | +2,171 (+1.6%) |
| 25 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 130,915 | 0.51% | $6.9M | +8,176 (+6.7%) |
| 26 | LSV ASSET MANAGEMENT | 127,991 | 0.50% | $6.7M | +32,491 (+34.0%) |
| 27 | PRUDENTIAL FINANCIAL INC | 117,347 | 0.46% | $6.2M | +57,380 (+95.7%) |
| 28 | CSM Advisors, LLC | 115,190 | 0.45% | $6.0M | +18,255 (+18.8%) |
| 29 | Empowered Funds, LLC | 113,184 | 0.44% | $5.9M | +17,754 (+18.6%) |
| 30 | ENVESTNET ASSET MANAGEMENT INC | 112,740 | 0.44% | $5.9M | -2,082 (-1.8%) |
| 31 | GOLDMAN SACHS GROUP INC | 112,026 | 0.44% | $5.9M | -59,991 (-34.9%) |
| 32 | RAYMOND JAMES FINANCIAL INC | 105,036 | 0.41% | $5.5M | +69,510 (+195.7%) |
| 33 | ZACKS INVESTMENT MANAGEMENT | 103,681 | 0.40% | $5.4M | +5,908 (+6.0%) |
| 34 | WELLS FARGO & COMPANY/MN | 101,172 | 0.39% | $5.3M | +8,377 (+9.0%) |
| 35 | JACOBS LEVY EQUITY MANAGEMENT, INC | 99,376 | 0.39% | $5.2M | -5,038 (-4.8%) |
| 36 | ROYAL BANK OF CANADA | 88,624 | 0.34% | $4.6M | -24,802 (-21.9%) |
| 37 | UBS Group AG | 86,116 | 0.34% | $4.5M | -76,314 (-47.0%) |
| 38 | JPMORGAN CHASE & CO | 82,648 | 0.32% | $4.4M | +29,113 (+54.4%) |
| 39 | AMERIPRISE FINANCIAL INC | 82,224 | 0.32% | $4.3M | +4,940 (+6.4%) |
| 40 | FIRST TRUST ADVISORS LP | 80,724 | 0.31% | $4.2M | +10,272 (+14.6%) |
| 41 | MARTINGALE ASSET MANAGEMENT L P | 77,900 | 0.30% | $4.1M | +1,895 (+2.5%) |
| 42 | Trexquant Investment LP | 77,832 | 0.30% | $4.1M | +19,803 (+34.1%) |
| 43 | Public Sector Pension Investment Board | 75,754 | 0.29% | $4.0M | -2,713 (-3.5%) |
| 44 | FRANKLIN RESOURCES INC | 68,241 | 0.27% | $3.6M | -5,963 (-8.0%) |
| 45 | Qube Research & Technologies Ltd | 66,981 | 0.26% | $3.5M | -69,002 (-50.7%) |
| 46 | NORGES BANK | 66,200 | 0.26% | $3.5M | NEW |
| 47 | BARCLAYS PLC | 63,269 | 0.25% | $3.3M | -12,060 (-16.0%) |
| 48 | PRICE T ROWE ASSOCIATES INC /MD/ | 53,139 | 0.21% | $2.8M | +6,807 (+14.7%) |
| 49 | RHUMBLINE ADVISERS | 52,496 | 0.20% | $2.8M | -6,995 (-11.8%) |
| 50 | Legal & General Group Plc | 51,088 | 0.20% | $2.7M | +1,680 (+3.4%) |
| 51 | Russell Investments Group, Ltd. | 50,601 | 0.20% | $2.7M | +5,113 (+11.2%) |
| 52 | BNP PARIBAS FINANCIAL MARKETS | 48,213 | 0.19% | $2.5M | +15,275 (+46.4%) |
| 53 | Quantinno Capital Management LP | 47,680 | 0.19% | $2.5M | +3,838 (+8.8%) |
| 54 | IEQ CAPITAL, LLC | 47,644 | 0.19% | $2.5M | -7,148 (-13.0%) |
| 55 | JUPITER ASSET MANAGEMENT LTD | 46,229 | 0.18% | $2.4M | — |
| 56 | GLOBEFLEX CAPITAL L P | 43,882 | 0.17% | $2.3M | +915 (+2.1%) |
| 57 | Swiss National Bank | 43,600 | 0.17% | $2.3M | +800 (+1.9%) |
| 58 | INTECH INVESTMENT MANAGEMENT LLC | 43,502 | 0.17% | $2.3M | -24,184 (-35.7%) |
| 59 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43,016 | 0.17% | $2.3M | +22,571 (+110.4%) |
| 60 | Nuveen, LLC | 42,889 | 0.17% | $2.2M | +2,971 (+7.4%) |
| 61 | TEACHER RETIREMENT SYSTEM OF TEXAS | 37,091 | 0.14% | $1.9M | -12,354 (-25.0%) |
| 62 | Man Group plc | 37,048 | 0.14% | $1.9M | -2,023 (-5.2%) |
| 63 | Cerity Partners LLC | 36,481 | 0.14% | $1.9M | -1,529 (-4.0%) |
| 64 | LPL Financial LLC | 36,054 | 0.14% | $1.9M | +14,408 (+66.6%) |
| 65 | Integrated Quantitative Investments LLC | 35,093 | 0.14% | $1.8M | +25,969 (+284.6%) |
| 66 | VOYA INVESTMENT MANAGEMENT LLC | 33,101 | 0.13% | $1.7M | +707 (+2.2%) |
| 67 | TWO SIGMA INVESTMENTS, LP | 32,700 | 0.13% | $1.7M | -63,446 (-66.0%) |
| 68 | RENAISSANCE TECHNOLOGIES LLC | 32,427 | 0.13% | $1.7M | -36,483 (-52.9%) |
| 69 | GSA CAPITAL PARTNERS LLP | 31,982 | 0.12% | $1.7M | -1,118 (-3.4%) |
| 70 | Point72 Asset Management, L.P. | 30,991 | 0.12% | $1.6M | -12,169 (-28.2%) |
| 71 | ACADIAN ASSET MANAGEMENT LLC | 30,686 | 0.12% | $1.6M | -7,885 (-20.4%) |
| 72 | Wilmington Savings Fund Society, FSB | 27,499 | 0.11% | $1.4M | — |
| 73 | XTX Topco Ltd | 27,174 | 0.11% | $1.4M | +20,816 (+327.4%) |
| 74 | ALLIANCEBERNSTEIN L.P. | 27,155 | 0.11% | $1.0M | +7,300 (+36.8%) |
| 75 | Focus Partners Wealth | 26,879 | 0.10% | $1.4M | +424 (+1.6%) |
| 76 | Ellsworth Advisors, LLC | 25,734 | 0.10% | $1.3M | -122 (-0.5%) |
| 77 | Cetera Investment Advisers | 23,301 | 0.09% | $1.2M | -1,246 (-5.1%) |
| 78 | Creative Planning | 22,663 | 0.09% | $1.2M | +2,404 (+11.9%) |
| 79 | DEUTSCHE BANK AG\ | 22,543 | 0.09% | $1.2M | +4,567 (+25.4%) |
| 80 | Allspring Global Investments Holdings, LLC | 22,275 | 0.09% | $1.2M | +702 (+3.3%) |
| 81 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 21,923 | 0.09% | $1.1M | -272 (-1.2%) |
| 82 | EXCHANGE TRADED CONCEPTS, LLC | 21,277 | 0.08% | $1.1M | -321 (-1.5%) |
| 83 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 21,118 | 0.08% | $1.1M | -5,498 (-20.7%) |
| 84 | FMR LLC | 20,782 | 0.08% | $1.1M | -3,166 (-13.2%) |
| 85 | CITADEL ADVISORS LLC | 19,337 | 0.08% | $1.0M | NEW |
| 86 | Horizon Investments, LLC | 18,627 | 0.07% | $1.1M | -211 (-1.1%) |
| 87 | STATE OF WISCONSIN INVESTMENT BOARD | 18,180 | 0.07% | $953K | -4,170 (-18.7%) |
| 88 | Vanguard Global Advisers, LLC | 18,127 | 0.07% | $951K | +2,027 (+12.6%) |
| 89 | Tidal Investments LLC | 18,105 | 0.07% | $949K | -2,856 (-13.6%) |
| 90 | CANADA LIFE ASSURANCE Co | 16,538 | 0.06% | $867K | -1,239 (-7.0%) |
| 91 | STRS OHIO | 16,400 | 0.06% | $860K | -1,000 (-5.7%) |
| 92 | VANGUARD ASSET MANAGEMENT, Ltd | 15,846 | 0.06% | $831K | — |
| 93 | SG Americas Securities, LLC | 14,878 | 0.06% | $780K | -4,641 (-23.8%) |
| 94 | Mariner, LLC | 14,584 | 0.06% | $765K | -139 (-0.9%) |
| 95 | Thrivent Financial for Lutherans | 14,489 | 0.06% | $760K | -157 (-1.1%) |
| 96 | State of Tennessee, Department of Treasury | 14,474 | 0.06% | $759K | -1,509 (-9.4%) |
| 97 | CITIGROUP INC | 14,301 | 0.06% | $750K | -2,508 (-14.9%) |
| 98 | HANCOCK WHITNEY CORP | 13,741 | 0.05% | $721K | +160 (+1.2%) |
| 99 | Aquatic Capital Management LLC | 13,287 | 0.05% | $697K | NEW |
| 100 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 12,850 | 0.05% | $674K | +4,155 (+47.8%) |
| 101 | MILLENNIUM MANAGEMENT LLC | 12,766 | 0.05% | $669K | -34,297 (-72.9%) |
| 102 | MetLife Investment Management, LLC | 12,503 | 0.05% | $656K | +512 (+4.3%) |
| 103 | BAILARD, INC. | 12,500 | 0.05% | $656K | +1,800 (+16.8%) |
| 104 | MERCER GLOBAL ADVISORS INC /ADV | 12,408 | 0.05% | $651K | +305 (+2.5%) |
| 105 | EntryPoint Capital, LLC | 11,806 | 0.05% | $619K | — |
| 106 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11,327 | 0.04% | $585K | +944 (+9.1%) |
| 107 | COMMONWEALTH EQUITY SERVICES, LLC | 10,962 | 0.04% | $575K | +70 (+0.6%) |
| 108 | Illinois Municipal Retirement Fund | 10,800 | 0.04% | $566K | -1,064 (-9.0%) |
| 109 | &PARTNERS | 10,489 | 0.04% | $550K | -540 (-4.9%) |
| 110 | MARSHALL WACE, LLP | 10,455 | 0.04% | $548K | NEW |
| 111 | State of Alaska, Department of Revenue | 10,368 | 0.04% | $542K | -3,565 (-25.6%) |
| 112 | R Squared Ltd | 10,178 | 0.04% | $534K | +621 (+6.5%) |
| 113 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 10,121 | 0.04% | $531K | — |
| 114 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 9,949 | 0.04% | $522K | +71 (+0.7%) |
| 115 | Louisiana State Employees Retirement System | 9,700 | 0.04% | $509K | — |
| 116 | Arax Advisory Partners | 9,677 | 0.04% | $507K | +9,565 (+8540.2%) |
| 117 | Heron Bay Capital Management | 9,198 | 0.04% | $482K | NEW |
| 118 | Magnetar Financial LLC | 9,173 | 0.04% | $481K | NEW |
| 119 | Jupiter Topco LLC | 9,171 | 0.04% | $481K | NEW |
| 120 | Graham Capital Management, L.P. | 8,550 | 0.03% | $448K | -204 (-2.3%) |
| 121 | CANADA PENSION PLAN INVESTMENT BOARD | 8,500 | 0.03% | $446K | -300 (-3.4%) |
| 122 | Savant Capital, LLC | 8,437 | 0.03% | $378K | NEW |
| 123 | Sterling Capital Management LLC | 8,379 | 0.03% | $439K | -261 (-3.0%) |
| 124 | US BANCORP \DE\ | 8,009 | 0.03% | $420K | — |
| 125 | NEW YORK STATE COMMON RETIREMENT FUND | 7,977 | 0.03% | $418K | — |
| 126 | D. E. Shaw & Co., Inc. | 7,483 | 0.03% | $392K | +1,048 (+16.3%) |
| 127 | LOS ANGELES CAPITAL MANAGEMENT LLC | 6,743 | 0.03% | $354K | -21,246 (-75.9%) |
| 128 | Police & Firemen's Retirement System of New Jersey | 6,688 | 0.03% | $351K | +878 (+15.1%) |
| 129 | MAIRS & POWER INC | 6,600 | 0.03% | $346K | — |
| 130 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 6,228 | 0.02% | $327K | — |
| 131 | VIRTUS ADVISERS, LLC | 6,202 | 0.02% | $325K | +152 (+2.5%) |
| 132 | Janney Montgomery Scott LLC | 6,134 | 0.02% | $322K | NEW |
| 133 | WINTON GROUP Ltd | 6,070 | 0.02% | $318K | -18,061 (-74.8%) |
| 134 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 6,041 | 0.02% | $317K | — |
| 135 | Zurcher Kantonalbank (Zurich Cantonalbank) | 6,021 | 0.02% | $316K | — |
| 136 | ARIZONA STATE RETIREMENT SYSTEM | 6,008 | 0.02% | $315K | +52 (+0.9%) |
| 137 | Campbell & CO Investment Adviser LLC | 5,953 | 0.02% | $312K | NEW |
| 138 | AMALGAMATED BANK | 5,916 | 0.02% | $310K | -376 (-6.0%) |
| 139 | Cornerstone Investment Partners, LLC | 5,866 | 0.02% | $308K | -279 (-4.5%) |
| 140 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5,804 | 0.02% | $304K | -2 (-0.0%) |
| 141 | PNC Financial Services Group, Inc. | 5,763 | 0.02% | $302K | +520 (+9.9%) |
| 142 | STIFEL FINANCIAL CORP | 5,680 | 0.02% | $298K | +52 (+0.9%) |
| 143 | Vanguard Investments Australia, Ltd. | 5,614 | 0.02% | $294K | +1,052 (+23.1%) |
| 144 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5,493 | 0.02% | $288K | — |
| 145 | YOUSIF CAPITAL MANAGEMENT, LLC | 5,463 | 0.02% | $286K | -380 (-6.5%) |
| 146 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 5,232 | 0.02% | $274K | -194 (-3.6%) |
| 147 | DIVERSIFIED TRUST CO | 5,172 | 0.02% | $271K | NEW |
| 148 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 5,052 | 0.02% | $265K | — |
| 149 | MANGROVE PARTNERS IM, LLC | 4,865 | 0.02% | $255K | NEW |
| 150 | NICOLET BANKSHARES INC | 4,749 | 0.02% | $249K | NEW |
| 151 | Swiss Life Asset Management Ltd | 4,737 | 0.02% | $248K | NEW |
| 152 | KLP KAPITALFORVALTNING AS | 4,600 | 0.02% | $241K | — |
| 153 | PFG Investments, LLC | 4,575 | 0.02% | $240K | NEW |
| 154 | BRIGHTON JONES LLC | 4,483 | 0.02% | $235K | NEW |
| 155 | CAPTRUST FINANCIAL ADVISORS | 4,400 | 0.02% | $231K | NEW |
| 156 | HighTower Advisors, LLC | 4,376 | 0.02% | $229K | NEW |
| 157 | Pictet Asset Management Holding SA | 4,340 | 0.02% | $228K | NEW |
| 158 | FIFTH THIRD BANCORP | 4,340 | 0.02% | $228K | -440 (-9.2%) |
| 159 | CHOREO, LLC | 4,312 | 0.02% | $226K | NEW |
| 160 | Mitsubishi UFJ Trust & Banking Corp | 4,267 | 0.02% | $224K | NEW |
| 161 | Farther Finance Advisors, LLC | 4,059 | 0.02% | $213K | +10 (+0.2%) |
| 162 | OSAIC HOLDINGS, INC. | 4,045 | 0.02% | $212K | +55 (+1.4%) |
| 163 | MACKENZIE FINANCIAL CORP | 3,880 | 0.02% | $203K | NEW |
| 164 | NISA INVESTMENT ADVISORS, LLC | 3,258 | 0.01% | $171K | +3,137 (+2592.6%) |
| 165 | Vestcor Inc | 3,203 | 0.01% | $168K | — |
| 166 | Clearstead Advisors, LLC | 2,568 | 0.01% | $135K | +20 (+0.8%) |
| 167 | GAMMA Investing LLC | 2,101 | 0.01% | $110K | +89 (+4.4%) |
| 168 | Private Wealth Asset Management, LLC | 2,000 | 0.01% | $105K | — |
| 169 | Ensign Peak Advisors, Inc | 1,979 | 0.01% | $104K | — |
| 170 | Ameritas Investment Partners, Inc. | 1,969 | 0.01% | $103K | +210 (+11.9%) |
| 171 | Tower Research Capital LLC (TRC) | 1,917 | 0.01% | $101K | +1,202 (+168.1%) |
| 172 | MEEDER ASSET MANAGEMENT INC | 1,471 | 0.01% | $77K | — |
| 173 | IFP Advisors, Inc | 1,400 | 0.01% | $73K | +281 (+25.1%) |
| 174 | C M BIDWELL & ASSOCIATES LTD | 1,265 | 0.00% | $66K | NEW |
| 175 | USA FINANCIAL FORMULAS | 1,196 | 0.00% | $63K | NEW |
| 176 | EverSource Wealth Advisors, LLC | 1,081 | 0.00% | $57K | -690 (-39.0%) |
| 177 | Cullen/Frost Bankers, Inc. | 1,041 | 0.00% | $55K | +118 (+12.8%) |
| 178 | HARBOUR INVESTMENTS, INC. | 887 | 0.00% | $47K | +3 (+0.3%) |
| 179 | FEDERATED HERMES, INC. | 867 | 0.00% | $45K | -61 (-6.6%) |
| 180 | Basepoint Wealth LLC | 716 | 0.00% | $38K | +3 (+0.4%) |
| 181 | Covestor Ltd | 702 | 0.00% | $37K | -70 (-9.1%) |
| 182 | Allworth Financial LP | 642 | 0.00% | $34K | +103 (+19.1%) |
| 183 | Smartleaf Asset Management LLC | 558 | 0.00% | $29K | — |
| 184 | Pinnacle Wealth Planning Services, Inc. | 419 | 0.00% | $22K | +11 (+2.7%) |
| 185 | Rockefeller Capital Management L.P. | 362 | 0.00% | $19K | +199 (+122.1%) |
| 186 | HANTZ FINANCIAL SERVICES, INC. | 291 | 0.00% | $15K | +14 (+5.1%) |
| 187 | Salomon & Ludwin, LLC | 289 | 0.00% | $15K | — |
| 188 | Versant Capital Management, Inc | 283 | 0.00% | $15K | — |
| 189 | Nykredit A/S | 267 | 0.00% | $14K | NEW |
| 190 | ROTHSCHILD INVESTMENT LLC | 225 | 0.00% | $12K | +5 (+2.3%) |
| 191 | Fortitude Family Office, LLC | 214 | 0.00% | $11K | +91 (+74.0%) |
| 192 | Essential Partners LLC | 205 | 0.00% | $11K | -1,369 (-87.0%) |
| 193 | JONES FINANCIAL COMPANIES LLLP | 204 | 0.00% | $11K | +42 (+25.9%) |
| 194 | Aster Capital Management (DIFC) Ltd | 198 | 0.00% | $10K | NEW |
| 195 | ASSETMARK, INC | 180 | 0.00% | $9K | — |
| 196 | Optiver Holding B.V. | 176 | 0.00% | $9K | +104 (+144.4%) |
| 197 | SIGNATUREFD, LLC | 155 | 0.00% | $8K | +28 (+22.0%) |
| 198 | GILL CAPITAL PARTNERS, LLC | 153 | 0.00% | $8K | — |
| 199 | SJS Investment Consulting Inc. | 138 | 0.00% | $7K | +121 (+711.8%) |
| 200 | UMB Bank, n.a. | 129 | 0.00% | $7K | +6 (+4.9%) |
| 201 | Larson Financial Group LLC | 129 | 0.00% | $7K | +18 (+16.2%) |
| 202 | True Wealth Design, LLC | 125 | 0.00% | $7K | -19 (-13.2%) |
| 203 | BESSEMER GROUP INC | 115 | 0.00% | $6K | — |
| 204 | DANSKE BANK A/S | 100 | 0.00% | $5K | — |
| 205 | Continuum Advisory, LLC | 89 | 0.00% | $5K | NEW |
| 206 | PICTON MAHONEY ASSET MANAGEMENT | 65 | 0.00% | $3K | NEW |
| 207 | Bare Financial Services, Inc | 61 | 0.00% | $3K | +13 (+27.1%) |
| 208 | Quarry LP | 43 | 0.00% | $2K | NEW |
| 209 | Torren Management, LLC | 36 | 0.00% | $2K | — |
| 210 | Physician Wealth Advisors, Inc. | 35 | 0.00% | $2K | — |
| 211 | CHILTON CAPITAL MANAGEMENT LLC | 35 | 0.00% | $2K | — |
| 212 | Parallel Advisors, LLC | 28 | 0.00% | $1K | — |
| 213 | Stone House Investment Management, LLC | 27 | 0.00% | $1K | — |
| 214 | Basecamp Wealth Advisors LLC | 26 | 0.00% | $1K | — |
| 215 | Silver Grove Financial Group, Inc. | 21 | 0.00% | $1K | NEW |
| 216 | Steward Partners Investment Advisory, LLC | 20 | 0.00% | $1K | NEW |
| 217 | Transamerica Financial Advisors, LLC | 20 | 0.00% | $1K | NEW |
| 218 | RAFFA WEALTH MANAGEMENT, LLC | 20 | 0.00% | $1K | — |
| 219 | Keating Financial Advisory Services, Inc. | 19 | 0.00% | $996 | — |
| 220 | FARMERS & MERCHANTS INVESTMENTS INC | 13 | 0.00% | $682 | — |
| 221 | Capital Advisors, Ltd. LLC | 10 | 0.00% | $1K | — |
| 222 | Plante Moran Financial Advisors, LLC | 8 | 0.00% | $420 | NEW |
| 223 | JPL Wealth Management, LLC | 5 | 0.00% | $263 | -1 (-16.7%) |
| 224 | Hughes Financial Services, LLC | 4 | 0.00% | $210 | +2 (+100.0%) |
| 225 | Ankerstar Wealth, LLC | 4 | 0.00% | $210 | — |
| 226 | JFS WEALTH ADVISORS, LLC | 4 | 0.00% | $210 | NEW |
| 227 | GILPIN WEALTH MANAGEMENT, LLC | 3 | 0.00% | $158 | — |
| 228 | SBI Securities Co., Ltd. | 1 | 0.00% | $52 | — |
| 229 | Davis Capital Management | 1 | 0.00% | $52 | NEW |
| 230 | HUNTINGTON NATIONAL BANK | 1 | 0.00% | $52 | — |
Exited since 2026-03-31 (26 filers; largest 25 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 |
|---|---|---|---|---|---|
| The Vanguard Group | SCHEDULE 13G/A | 2026-03-27 | 2026-03-13 | 0 | 0% |
| McIntyre Dee Ann | SCHEDULE 13G/A | 2026-02-06 | 2025-12-31 | 2,925,862 | 11.5% |
| BlackRock, Inc. | SCHEDULE 13G/A | 2025-04-29 | 2025-03-31 | 3,220,921 | 12.7% |
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.