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.

UNIVEST FINANCIAL Corp

CIK 0000102212UVSP· quarter ending 2026-06-30

Shares outstanding

27,580,768

as of 2026-07-27 · 10-Q cover page, filed 2026-07-28

Held by 13F filers

23,130,859

83.9% of shares outstanding

Holders

222

+13 vs 2026-03-31 · 31 new, 18 exited

Value

$1.0B

shares +3.4% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-07-28, as of 2026-07-27)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	UVSP · NASDAQ	27,580,768	23,130,859	83.9%	222	915271100

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
	915271100	COM	222	23,130,859	27,580,768	83.9%	$1.0B	1 call / 0 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 (222 of 222 · 915271100)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	3,417,251	12.39%	$149.5M	+306,159 (+9.8%)
2	DIMENSIONAL FUND ADVISORS LP	1,896,670	6.88%	$83.0M	+10,435 (+0.6%)
3	FMR LLC	1,570,525	5.69%	$68.7M	-331,799 (-17.4%)
4	VANGUARD CAPITAL MANAGEMENT LLC	1,187,660	4.31%	$52.0M	-29,683 (-2.4%)
5	STATE STREET CORP	991,985	3.60%	$43.4M	+58,299 (+6.2%)
6	AMERICAN CENTURY COMPANIES INC	846,282	3.07%	$37.0M	+88,280 (+11.6%)
7	PZENA INVESTMENT MANAGEMENT LLC	834,628	3.03%	$36.5M	-7,797 (-0.9%)
8	GEODE CAPITAL MANAGEMENT, LLC	823,655	2.99%	$36.0M	+32,711 (+4.1%)
9	MANUFACTURERS LIFE INSURANCE COMPANY, THE	764,026	2.77%	$33.4M	-331,529 (-30.3%)
10	Assenagon Asset Management S.A.	716,366	2.60%	$31.3M	+458,963 (+178.3%)
11	RENAISSANCE TECHNOLOGIES LLC	515,789	1.87%	$22.6M	-67,945 (-11.6%)
12	UNIVEST FINANCIAL Corp	503,433	1.83%	$22.0M	+1,682 (+0.3%)
13	AQR CAPITAL MANAGEMENT LLC	435,006	1.58%	$19.0M	+84,068 (+24.0%)
14	TWO SIGMA INVESTMENTS, LP	424,252	1.54%	$18.6M	+104,449 (+32.7%)
15	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	351,281	1.27%	$15.4M	+4,388 (+1.3%)
16	Leeward Investments, LLC - MA	321,438	1.17%	$14.1M	-7,026 (-2.1%)
17	VANGUARD PORTFOLIO MANAGEMENT LLC	317,908	1.15%	$13.9M	+39,417 (+14.2%)
18	NORTHERN TRUST CORP	307,272	1.11%	$13.4M	+10,454 (+3.5%)
19	SEI INVESTMENTS CO	290,405	1.05%	$12.7M	+18,633 (+6.9%)
20	GOLDMAN SACHS GROUP INC	281,615	1.02%	$12.3M	-77,095 (-21.5%)
21	Nuveen, LLC	272,915	0.99%	$11.9M	+121,433 (+80.2%)
22	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	267,169	0.97%	$11.7M	-33,570 (-11.2%)
23	MORGAN STANLEY	250,739	0.91%	$11.0M	-1,370 (-0.5%)
24	BRIDGEWAY CAPITAL MANAGEMENT, LLC	239,352	0.87%	$10.5M	+8,451 (+3.7%)
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	236,309	0.86%	$10.3M	+2,615 (+1.1%)
26	BANK OF AMERICA CORP /DE/	206,866	0.75%	$9.1M	-18,987 (-8.4%)
27	NEUBERGER BERMAN GROUP LLC	187,196	0.68%	$8.2M	-11,401 (-5.7%)
28	VANGUARD FIDUCIARY TRUST CO	183,258	0.66%	$8.0M	+743 (+0.4%)
29	ACADIAN ASSET MANAGEMENT LLC	157,339	0.57%	$6.9M	+155,786 (+10031.3%)
30	MILLENNIUM MANAGEMENT LLC	145,915	0.53%	$6.4M	-40,771 (-21.8%)
31	SG Americas Securities, LLC	141,028	0.51%	$6.2M	+41,873 (+42.2%)
32	Bank of New York Mellon Corp	140,196	0.51%	$6.1M	+4,378 (+3.2%)
33	Empowered Funds, LLC	139,215	0.50%	$6.1M	+8,451 (+6.5%)
34	Trexquant Investment LP	136,540	0.50%	$6.0M	+41,234 (+43.3%)
35	Point72 Asset Management, L.P.	131,806	0.48%	$5.8M	+66,013 (+100.3%)
36	TUDOR INVESTMENT CORP ET AL	128,460	0.47%	$5.6M	+11,540 (+9.9%)
37	Man Group plc	124,683	0.45%	$5.5M	+15,978 (+14.7%)
38	Qube Research & Technologies Ltd	114,449	0.41%	$5.0M	-90,525 (-44.2%)
39	ALGERT GLOBAL LLC	96,361	0.35%	$4.2M	+37,347 (+63.3%)
40	UBS Group AG	95,622	0.35%	$4.2M	+37,883 (+65.6%)
41	JPMORGAN CHASE & CO	89,479	0.32%	$4.0M	-4,871 (-5.2%)
42	RAYMOND JAMES FINANCIAL INC	86,968	0.32%	$3.8M	-6,296 (-6.8%)
43	Creative Planning	85,822	0.31%	$3.8M	+9,272 (+12.1%)
44	AMERIPRISE FINANCIAL INC	82,550	0.30%	$3.6M	+36,367 (+78.7%)
45	BNP PARIBAS FINANCIAL MARKETS	81,640	0.30%	$3.6M	+25,313 (+44.9%)
46	MARTINGALE ASSET MANAGEMENT L P	80,878	0.29%	$3.5M	-12,122 (-13.0%)
47	PRUDENTIAL FINANCIAL INC	70,051	0.25%	$3.1M	-2,920 (-4.0%)
48	State of New Jersey Common Pension Fund D	69,434	0.25%	$3.0M	-18,753 (-21.3%)
49	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	67,622	0.25%	$3.0M	-889 (-1.3%)
50	FRANKLIN RESOURCES INC	65,780	0.24%	$2.9M	+4,734 (+7.8%)
51	Campbell & CO Investment Adviser LLC	65,309	0.24%	$2.9M	+17,226 (+35.8%)
52	Integrated Quantitative Investments LLC	64,630	0.23%	$2.8M	—
53	PRICE T ROWE ASSOCIATES INC /MD/	59,734	0.22%	$2.6M	+10,665 (+21.7%)
54	Swiss National Bank	56,878	0.21%	$2.5M	—
55	Russell Investments Group, Ltd.	54,539	0.20%	$2.4M	+29,467 (+117.5%)
56	HSBC HOLDINGS PLC	52,472	0.19%	$2.3M	+29,138 (+124.9%)
57	ROYCE & ASSOCIATES LP	50,865	0.18%	$2.2M	-3,174 (-5.9%)
58	BARCLAYS PLC	49,424	0.18%	$2.2M	+2,139 (+4.5%)
59	LOGAN CAPITAL MANAGEMENT INC	48,600	0.18%	$2.1M	NEW
60	Everhart Financial Group, Inc.	47,881	0.17%	$2.1M	+229 (+0.5%)
61	Quantinno Capital Management LP	39,915	0.14%	$1.7M	+8,845 (+28.5%)
62	PRINCIPAL FINANCIAL GROUP INC	38,841	0.14%	$1.7M	+2,480 (+6.8%)
63	Smartleaf Asset Management LLC	38,000	0.14%	$1.7M	—
64	RHUMBLINE ADVISERS	37,762	0.14%	$1.7M	+2,017 (+5.6%)
65	Compass Ion Advisors, LLC	37,255	0.14%	$1.6M	+3 (+0.0%)
66	Invesco Ltd.	37,055	0.13%	$1.6M	+140 (+0.4%)
67	Jackson Creek Investment Advisors LLC	35,657	0.13%	$1.6M	NEW
68	ALLIANCEBERNSTEIN L.P.	35,370	0.13%	$1.2M	+64 (+0.2%)
69	Savant Capital, LLC	34,781	0.13%	$1.3M	+15,790 (+83.1%)
70	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	32,762	0.12%	$1.4M	+6,132 (+23.0%)
71	CITIGROUP INC	30,243	0.11%	$1.3M	+10,167 (+50.6%)
72	IEQ CAPITAL, LLC	29,610	0.11%	$1.3M	+4,474 (+17.8%)
73	DEUTSCHE BANK AG\	28,876	0.10%	$1.3M	+5,291 (+22.4%)
74	Magnetar Financial LLC	26,691	0.10%	$1.2M	NEW
75	TEACHER RETIREMENT SYSTEM OF TEXAS	26,532	0.10%	$1.2M	-427 (-1.6%)
76	WELLS FARGO & COMPANY/MN	25,522	0.09%	$1.1M	+13,188 (+106.9%)
77	Graves Light Lenhart Wealth, Inc.	24,450	0.09%	$1.1M	—
78	Bernardo Wealth Planning LLC	24,271	0.09%	$1.1M	+710 (+3.0%)
79	BLB&B Advisors, LLC	23,392	0.08%	$1.0M	-525 (-2.2%)
80	WEDGE CAPITAL MANAGEMENT L L P/NC	22,875	0.08%	$1.0M	-3,797 (-14.2%)
81	Legal & General Group Plc	22,034	0.08%	$964K	+3,570 (+19.3%)
82	IVC Wealth Advisors LLC	21,937	0.08%	$960K	—
83	LPL Financial LLC	21,878	0.08%	$957K	-5,028 (-18.7%)
84	Legato Capital Management LLC	21,389	0.08%	$936K	—
85	Global Retirement Partners, LLC	21,327	0.08%	$933K	NEW
86	Allianz Asset Management GmbH	21,213	0.08%	$928K	—
87	GABELLI FUNDS LLC	21,000	0.08%	$919K	+1,403 (+7.2%)
88	LSV ASSET MANAGEMENT	20,795	0.08%	$910K	+6,695 (+47.5%)
89	STRS OHIO	19,800	0.07%	$866K	-800 (-3.9%)
90	GSA CAPITAL PARTNERS LLP	19,275	0.07%	$843K	NEW
91	Mariner, LLC	19,179	0.07%	$839K	+4,985 (+35.1%)
92	Connor, Clark & Lunn Investment Management Ltd.	18,944	0.07%	$829K	-24,698 (-56.6%)
93	VICTORY CAPITAL MANAGEMENT INC	18,925	0.07%	$828K	-675 (-3.4%)
94	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	18,823	0.07%	$818K	+3,373 (+21.8%)
95	Bison Wealth, LLC	18,665	0.07%	$825K	—
96	VANGUARD ASSET MANAGEMENT, Ltd	18,491	0.07%	$809K	—
97	CANADA PENSION PLAN INVESTMENT BOARD	18,400	0.07%	$805K	—
98	D. E. Shaw & Co., Inc.	17,330	0.06%	$758K	-1,423 (-7.6%)
99	KLP KAPITALFORVALTNING AS	17,300	0.06%	$757K	—
100	MetLife Investment Management, LLC	16,580	0.06%	$725K	+875 (+5.6%)
101	LOS ANGELES CAPITAL MANAGEMENT LLC	16,573	0.06%	$725K	—
102	XTX Topco Ltd	16,311	0.06%	$714K	+6,120 (+60.1%)
103	Quadrature Capital Ltd	16,280	0.06%	$712K	NEW
104	Vanguard Global Advisers, LLC	15,947	0.06%	$698K	—
105	Y-Intercept (Hong Kong) Ltd	14,775	0.05%	$646K	-27,324 (-64.9%)
106	MERCER GLOBAL ADVISORS INC /ADV	14,311	0.05%	$626K	+3,578 (+33.3%)
107	Rafferty Asset Management, LLC	14,109	0.05%	$617K	-3,062 (-17.8%)
108	Dakota Wealth Management	13,685	0.05%	$599K	—
109	Summit Financial, LLC	13,570	0.05%	$594K	+59 (+0.4%)
110	Jupiter Topco LLC	13,179	0.05%	$577K	NEW
111	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	12,910	0.05%	$565K	-258 (-2.0%)
112	FIRST MANHATTAN CO. LLC.	12,434	0.05%	$544K	—
113	UNITED CAPITAL FINANCIAL ADVISORS, LLC	12,264	0.04%	$537K	+418 (+3.5%)
114	CARY STREET PARTNERS FINANCIAL LLC	11,988	0.04%	$524K	—
115	Universal- Beteiligungs- und Servicegesellschaft mbH	11,541	0.04%	$505K	-10,792 (-48.3%)
116	JONES FINANCIAL COMPANIES LLLP	11,165	0.04%	$496K	-618 (-5.2%)
117	COMMONWEALTH EQUITY SERVICES, LLC	10,672	0.04%	$467K	+2 (+0.0%)
118	Cerity Partners LLC	10,617	0.04%	$464K	+254 (+2.5%)
119	Sterling Capital Management LLC	10,577	0.04%	$463K	-364 (-3.3%)
120	Insight Advisors, LLC/ PA	10,500	0.04%	$459K	-250 (-2.3%)
121	WealthTrust Axiom LLC	10,227	0.04%	$447K	—
122	CHOREO, LLC	10,177	0.04%	$445K	NEW
123	FIRST TRUST ADVISORS LP	10,092	0.04%	$442K	-85 (-0.8%)
124	Stanley-Laman Group, Ltd.	9,884	0.04%	$432K	—
125	PANAGORA ASSET MANAGEMENT INC	9,651	0.03%	$422K	NEW
126	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	9,600	0.03%	$420K	—
127	Merit Financial Group, LLC	9,506	0.03%	$416K	NEW
128	Zurcher Kantonalbank (Zurich Cantonalbank)	9,340	0.03%	$409K	—
129	NEW YORK STATE COMMON RETIREMENT FUND	9,314	0.03%	$407K	—
130	INTECH INVESTMENT MANAGEMENT LLC	9,293	0.03%	$407K	-877 (-8.6%)
131	Brevan Howard Capital Management LP	9,062	0.03%	$396K	NEW
132	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	8,278	0.03%	$362K	—
133	Empower Advisory Group, LLC	8,217	0.03%	$359K	—
134	QUADRANT CAPITAL GROUP LLC	8,205	0.03%	$359K	-73 (-0.9%)
135	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	8,184	0.03%	$358K	NEW
136	Cornerstone Investment Partners, LLC	8,046	0.03%	$352K	-383 (-4.5%)
137	Police & Firemen's Retirement System of New Jersey	8,022	0.03%	$351K	—
138	Ullmann Wealth Partners Group, LLC	8,016	0.03%	$351K	—
139	EVERGREEN CAPITAL MANAGEMENT LLC	7,868	0.03%	$344K	—
140	Counterpoint Mutual Funds LLC	7,838	0.03%	$343K	NEW
141	ARIZONA STATE RETIREMENT SYSTEM	7,749	0.03%	$339K	-73 (-0.9%)
142	Hendershot Investments Inc.	7,679	0.03%	$336K	—
143	LAZARD ASSET MANAGEMENT LLC	7,354	0.03%	$322K	NEW
144	TRUST CO OF VERMONT	7,004	0.03%	$306K	NEW
145	FIFTH THIRD BANCORP	6,985	0.03%	$306K	-617 (-8.1%)
146	PNC Financial Services Group, Inc.	6,880	0.02%	$301K	-159 (-2.3%)
147	HighTower Advisors, LLC	6,593	0.02%	$288K	-457 (-6.5%)
148	Vanguard Investments Australia, Ltd.	6,245	0.02%	$273K	—
149	VOYA INVESTMENT MANAGEMENT LLC	6,181	0.02%	$270K	NEW
150	Snowden Capital Advisors LLC	6,145	0.02%	$269K	-101 (-1.6%)
151	CAPTRUST FINANCIAL ADVISORS	5,387	0.02%	$236K	NEW
152	Pictet Asset Management Holding SA	5,264	0.02%	$230K	NEW
153	Swiss Life Asset Management Ltd	5,112	0.02%	$224K	NEW
154	Abacus Wealth Partners, LLC	4,938	0.02%	$216K	-6,786 (-57.9%)
155	nVerses Capital, LLC	4,864	0.02%	$213K	-2,019 (-29.3%)
156	CANADA LIFE ASSURANCE Co	3,940	0.01%	$172K	—
157	NISA INVESTMENT ADVISORS, LLC	3,414	0.01%	$149K	+2,413 (+241.1%)
158	SIGNATUREFD, LLC	3,094	0.01%	$135K	+228 (+8.0%)
159	Tower Research Capital LLC (TRC)	2,889	0.01%	$126K	+1,417 (+96.3%)
160	Wilmington Savings Fund Society, FSB	2,802	0.01%	$123K	—
161	Mirae Asset Global Investments Co., Ltd.	2,632	0.01%	$115K	NEW
162	Battery Global Advisors, LLC	2,623	0.01%	$115K	—
163	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	2,566	0.01%	$112K	NEW
164	Ameritas Investment Partners, Inc.	2,408	0.01%	$105K	—
165	Arax Advisory Partners	2,316	0.01%	$101K	+1,640 (+242.6%)
166	Parallel Advisors, LLC	2,274	0.01%	$99K	+11 (+0.5%)
167	ROYAL BANK OF CANADA	1,405	0.01%	$61K	-240 (-14.6%)
168	Quantbot Technologies LP	1,248	0.00%	$55K	-6,581 (-84.1%)
169	State of Alaska, Department of Revenue	1,157	0.00%	$50K	—
170	Aquatic Capital Management LLC	981	0.00%	$43K	-1,298 (-57.0%)
171	Rockefeller Capital Management L.P.	811	0.00%	$35K	+461 (+131.7%)
172	Allworth Financial LP	783	0.00%	$34K	+326 (+71.3%)
173	GAMMA Investing LLC	734	0.00%	$32K	—
174	Farther Finance Advisors, LLC	719	0.00%	$31K	+203 (+39.3%)
175	US BANCORP \DE\	640	0.00%	$28K	+9 (+1.4%)
176	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	550	0.00%	$24K	—
177	HARBOR CAPITAL ADVISORS, INC.	539	0.00%	$24K	-284 (-34.5%)
178	WPG Advisers, LLC	494	0.00%	$22K	+27 (+5.8%)
179	Pinnacle Wealth Planning Services, Inc.	485	0.00%	$21K	—
180	Grove Bank & Trust	484	0.00%	$21K	—
181	Cedar Mountain Advisors, LLC	434	0.00%	$19K	—
182	FEDERATED HERMES, INC.	405	0.00%	$18K	+134 (+49.4%)
183	Synergy Investment Management, LLC	397	0.00%	$18K	NEW
184	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	381	0.00%	$17K	-28 (-6.8%)
185	BESSEMER GROUP INC	380	0.00%	$17K	—
186	S&T Bank/PA	373	0.00%	$16K	+207 (+124.7%)
187	IFP Advisors, Inc	312	0.00%	$14K	+70 (+28.9%)
188	Blue Trust, Inc.	271	0.00%	$12K	NEW
189	Essential Partners LLC	254	0.00%	$11K	-243 (-48.9%)
190	ROTHSCHILD INVESTMENT LLC	249	0.00%	$11K	+72 (+40.7%)
191	Optiver Holding B.V.	203	0.00%	$9K	+81 (+66.4%)
192	FIRST HORIZON CORP	202	0.00%	$9K	—
193	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	201	0.00%	$9K	+102 (+103.0%)
194	MassMutual Private Wealth & Trust, FSB	193	0.00%	$8K	-1 (-0.5%)
195	EverSource Wealth Advisors, LLC	185	0.00%	$8K	-441 (-70.4%)
196	OSAIC HOLDINGS, INC.	169	0.00%	$7K	+136 (+412.1%)
197	Glen Eagle Advisors, LLC	124	0.00%	$5K	—
198	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	105	0.00%	$5K	+19 (+22.1%)
199	HARBOUR INVESTMENTS, INC.	95	0.00%	$4K	-18 (-15.9%)
200	AMERIFLEX GROUP, INC.	81	0.00%	$4K	NEW
201	SIMPLEX TRADING, LLC	70	0.00%	$3K	NEW
202	PICTON MAHONEY ASSET MANAGEMENT	69	0.00%	$3K	NEW
203	PRIVATE TRUST CO NA	62	0.00%	$3K	—
204	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	52	0.00%	$2K	—
205	Rossby Financial, LCC	50	0.00%	$2K	—
206	Larson Financial Group LLC	45	0.00%	$2K	—
207	True Wealth Design, LLC	45	0.00%	$2K	-12 (-21.1%)
208	Silver Grove Financial Group, Inc.	44	0.00%	$2K	NEW
209	Basecamp Wealth Advisors LLC	41	0.00%	$2K	+11 (+36.7%)
210	ASSETMARK, INC	38	0.00%	$2K	NEW
211	RAFFA WEALTH MANAGEMENT, LLC	33	0.00%	$1K	—
212	Versant Capital Management, Inc	33	0.00%	$1K	—
213	SJS Investment Consulting Inc.	25	0.00%	$1K	+6 (+31.6%)
214	Clearstead Advisors, LLC	19	0.00%	$832	NEW
215	Fortitude Family Office, LLC	16	0.00%	$700	NEW
216	Wealth Enhancement Trust Services, Inc.	13	0.00%	$569	NEW
217	Covestor Ltd	11	0.00%	$1K	+4 (+57.1%)
218	Stone House Investment Management, LLC	8	0.00%	$350	—
219	SBI Securities Co., Ltd.	5	0.00%	$219	—
220	GHP Investment Advisors, Inc.	2	0.00%	$88	—
221	TFC Financial Management, Inc.	1	0.00%	$44	—
222	JPL Wealth Management, LLC	1	0.00%	$44	—

Exited since 2026-03-31 (18 filers; largest 18 shown)

ENDEAVOUR CAPITAL ADVISORS INC	−138,587
CITADEL ADVISORS LLC	−67,925
JANE STREET GROUP, LLC	−28,098
ExodusPoint Capital Management, LP	−24,362
SUSQUEHANNA INTERNATIONAL GROUP, LLP	−17,319
CWM, LLC	−15,085
JANUS HENDERSON GROUP PLC	−13,179
Amundi	−12,847
NATIXIS ADVISORS, LLC	−12,033
Polymer Capital Management (US) LLC	−8,787
Aigen Investment Management, LP	−6,501
OCCUDO QUANTITATIVE STRATEGIES LP	−6,408
Bogart Wealth, LLC	−440
Advisory Services Network, LLC	−327
MAI Capital Management	−124
Whipplewood Advisors, LLC	−50
Root Financial Partners, LLC	−30
TWIN PEAKS WEALTH ADVISORS, LLC	−1

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
Abigail P. Johnson	SCHEDULE 13G/A	2026-08-06	2026-06-30	1,570,524.63	5.6%
FMR LLC	SCHEDULE 13G/A	2026-08-06	2026-06-30	1,570,524.63	5.6%
Vanguard Capital Management	SCHEDULE 13G	2026-04-30	2026-03-31	1,424,911	5.07%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
Manulife Financial Corporation	SCHEDULE 13G/A	2025-11-14	2025-09-30	0	0%
Manulife Investment Management Limited	SCHEDULE 13G/A	2025-11-14	2025-09-30	6,545	0.02%
Manulife Investment Management (US) LLC	SCHEDULE 13G/A	2025-11-14	2025-09-30	1,327,838	4.61%
BlackRock, Inc.	SCHEDULE 13G/A	2025-04-24	2025-03-31	2,453,670	8.5%

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.