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.

JOHN WILEY & SONS, INC.

CIK 0000107140WLYWLYB· quarter ending 2026-06-30

Shares outstanding

50,683,930

as of 2026-08-31 · 10-Q cover page, filed 2026-09-04

Held by 13F filers

42,080,566

across share classes — see % per class below

Holders

268

+18 vs 2026-03-31 · 54 new, 36 exited

Value

$2.0B

shares -0.3% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-09-04, as of 2026-08-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common Class A	WLY · NYSE	41,925,511	41,849,261	99.8%	266	968223206
Common Class B	WLYB · NYSE	8,758,419	231,305	2.6%	17	968223305

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
	968223206	CL A	266	41,849,261	41,925,511	99.8%	$2.0B	1 call / 0 put	13DG	holders →
	968223305	CL B	17	231,305	8,758,419	2.6%	$10.8M	—	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 268 · 968223206, 968223305)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	6,200,148	—	$300.8M	+37,716 (+0.6%)
2	NEUBERGER BERMAN GROUP LLC	3,029,372	—	$146.9M	+2,114 (+0.1%)
3	VANGUARD PORTFOLIO MANAGEMENT LLC	2,494,247	—	$121.0M	-7,732 (-0.3%)
4	SCHRODER INVESTMENT MANAGEMENT GROUP	2,434,536	—	$118.1M	+51,833 (+2.2%)
5	STATE STREET CORP	2,263,854	—	$109.7M	+87,888 (+4.0%)
6	DIMENSIONAL FUND ADVISORS LP	1,883,440	—	$91.4M	+53,764 (+2.9%)
7	VANGUARD CAPITAL MANAGEMENT LLC	1,680,939	—	$81.5M	-53,115 (-3.1%)
8	BANK OF MONTREAL /CAN/	1,578,053	—	$76.6M	-12,415 (-0.8%)
9	BROWN ADVISORY INC	1,266,653	—	$61.4M	+57,237 (+4.7%)
10	LSV ASSET MANAGEMENT	1,022,604	—	$49.6M	+880,251 (+618.4%)
11	GEODE CAPITAL MANAGEMENT, LLC	1,016,590	—	$49.3M	+35,194 (+3.6%)
12	SILVERCREST ASSET MANAGEMENT GROUP LLC	923,562	—	$44.8M	-49,104 (-5.0%)
13	NEUMEIER POMA INVESTMENT COUNSEL LLC	865,460	—	$42.0M	+454,895 (+110.8%)
14	Bank of New York Mellon Corp	790,867	—	$38.4M	-5,324 (-0.7%)
15	Clarkston Capital Partners, LLC	759,081	—	$36.8M	-183,475 (-19.5%)
16	PRINCIPAL FINANCIAL GROUP INC	752,766	—	$36.5M	+555,831 (+282.2%)
17	MORGAN STANLEY	730,634	—	$35.3M	-18,371 (-2.5%)
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	713,846	—	$34.6M	-33,788 (-4.5%)
19	GOLDMAN SACHS GROUP INC	576,223	—	$28.0M	+222,285 (+62.8%)
20	Invesco Ltd.	545,369	—	$26.5M	-271,116 (-33.2%)
21	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	527,226	—	$25.6M	-294,761 (-35.9%)
22	JPMORGAN CHASE & CO	459,003	—	$21.7M	-155,486 (-25.3%)
23	FMR LLC	448,795	—	$21.8M	+41,268 (+10.1%)
24	NORTHERN TRUST CORP	424,616	—	$20.6M	+21,020 (+5.2%)
25	Allianz Asset Management GmbH	411,012	—	$19.9M	+44,703 (+12.2%)
26	PALISADE CAPITAL MANAGEMENT, LP	370,851	—	$18.0M	-409,989 (-52.5%)
27	Access Investment Management LLC	365,994	—	$17.8M	-526 (-0.1%)
28	NEW YORK STATE COMMON RETIREMENT FUND	314,236	—	$15.2M	+13,834 (+4.6%)
29	VANGUARD FIDUCIARY TRUST CO	272,757	—	$13.2M	-9,221 (-3.3%)
30	Nuveen, LLC	240,231	—	$11.7M	+120,157 (+100.1%)
31	LOOMIS SAYLES & CO L P	238,884	—	$11.6M	-2,661 (-1.1%)
32	Hillsdale Investment Management Inc.	212,980	—	$10.3M	+136,830 (+179.7%)
33	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	184,159	—	$8.9M	+16,217 (+9.7%)
34	PRUDENTIAL FINANCIAL INC	180,974	—	$8.8M	+82,108 (+83.0%)
35	Ancora Advisors LLC	179,800	—	$8.7M	+44,770 (+33.2%)
36	UBS Group AG	171,214	—	$8.3M	-95,007 (-35.7%)
37	VICTORY CAPITAL MANAGEMENT INC	164,924	—	$8.0M	-10,876 (-6.2%)
38	Man Group plc	162,208	—	$7.9M	+145,768 (+886.7%)
39	AMERIPRISE FINANCIAL INC	155,482	—	$7.5M	+17,041 (+12.3%)
40	ProShare Advisors LLC	154,928	—	$7.5M	-16,828 (-9.8%)
41	FRANKLIN RESOURCES INC	153,316	—	$7.4M	+125,023 (+441.9%)
42	FIRST TRUST ADVISORS LP	148,038	—	$7.2M	+44,064 (+42.4%)
43	MARSHALL WACE, LLP	142,121	—	$6.9M	-217,200 (-60.4%)
44	Public Sector Pension Investment Board	139,600	—	$6.8M	-4,558 (-3.2%)
45	Russell Investments Group, Ltd.	137,032	—	$6.6M	+25,215 (+22.6%)
46	AMERICAN CENTURY COMPANIES INC	133,464	—	$6.5M	+7,404 (+5.9%)
47	CITADEL ADVISORS LLC	124,434	—	$6.0M	-160,698 (-56.4%)
48	NORDEA INVESTMENT MANAGEMENT AB	124,079	—	$5.8M	-10,169 (-7.6%)
49	JUPITER ASSET MANAGEMENT LTD	123,682	—	$6.0M	+83,008 (+204.1%)
50	AQR CAPITAL MANAGEMENT LLC	114,451	—	$5.4M	+31,947 (+38.7%)
51	JANE STREET GROUP, LLC	111,606	—	$5.4M	-329,046 (-74.7%)
52	Kendall Capital Management	103,037	—	$5.0M	+13,065 (+14.5%)
53	RHUMBLINE ADVISERS	100,971	—	$4.9M	-12,752 (-11.2%)
54	BESSEMER GROUP INC	100,689	—	$4.9M	+83 (+0.1%)
55	Legal & General Group Plc	95,633	—	$4.6M	-6,097 (-6.0%)
56	CLARK ESTATES INC/NY	94,400	—	$4.6M	+27,400 (+40.9%)
57	Jupiter Topco LLC	88,482	—	$4.3M	NEW
58	Cannell & Spears LLC	87,422	—	$4.2M	—
59	D. E. Shaw & Co., Inc.	82,145	—	$4.0M	+67,590 (+464.4%)
60	Swiss National Bank	76,800	—	$3.7M	-6,500 (-7.8%)
61	Phocas Financial Corp.	75,604	—	$3.7M	NEW
62	RAYMOND JAMES FINANCIAL INC	74,261	—	$3.6M	-22,375 (-23.2%)
63	BANK OF AMERICA CORP /DE/	71,961	—	$3.5M	-77,483 (-51.8%)
64	Quantinno Capital Management LP	65,752	—	$3.2M	+27,392 (+71.4%)
65	SUSQUEHANNA INTERNATIONAL GROUP, LLP	63,153	—	$3.1M	+33,170 (+110.6%)
66	PFG Investments, LLC	59,960	—	$2.8M	+6,425 (+12.0%)
67	THOMPSON SIEGEL & WALMSLEY LLC	58,721	—	$2.8M	-127,699 (-68.5%)
68	SEI INVESTMENTS CO	58,718	—	$2.8M	-35,929 (-38.0%)
69	Advisors Asset Management, Inc.	56,222	—	$2.7M	+15,349 (+37.6%)
70	PRICE T ROWE ASSOCIATES INC /MD/	55,508	—	$2.7M	+7,142 (+14.8%)
71	Ilex Capital Partners (UK) LLP	55,411	—	$2.7M	NEW
72	Creative Planning	55,369	—	$2.7M	+18,968 (+52.1%)
73	PICTON MAHONEY ASSET MANAGEMENT	54,820	—	$2.7M	NEW
74	Cardinal Capital Management	50,389	—	$2.4M	+456 (+0.9%)
75	Vanguard Global Advisers, LLC	50,079	—	$2.4M	-10,845 (-17.8%)
76	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	49,800	—	$2.4M	-175 (-0.4%)
77	MARTINGALE ASSET MANAGEMENT L P	49,712	—	$2.4M	+20,712 (+71.4%)
78	CALDWELL SUTTER CAPITAL, INC.	43,669	—	$2.1M	—
79	ALLIANCEBERNSTEIN L.P.	43,047	—	$1.6M	-1,150 (-2.6%)
80	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	42,482	—	$2.1M	-13,515 (-24.1%)
81	DEUTSCHE BANK AG\	42,267	—	$2.1M	+3,562 (+9.2%)
82	Universal- Beteiligungs- und Servicegesellschaft mbH	42,117	—	$2.0M	+24,225 (+135.4%)
83	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	41,880	—	$2.0M	NEW
84	WELLS FARGO & COMPANY/MN	40,231	—	$2.0M	+23,300 (+137.6%)
85	MARTIN & CO INC /TN/	39,620	—	$1.9M	-271 (-0.7%)
86	Neo Ivy Capital Management	39,182	—	$1.9M	NEW
87	INTECH INVESTMENT MANAGEMENT LLC	39,104	—	$1.9M	+28,850 (+281.4%)
88	Magnetar Financial LLC	38,278	—	$1.9M	+3,282 (+9.4%)
89	VANGUARD ASSET MANAGEMENT, Ltd	37,408	—	$1.8M	—
90	CANADA LIFE ASSURANCE Co	36,069	—	$1.7M	-4,452 (-11.0%)
91	ROYAL BANK OF CANADA	36,042	—	$1.7M	+7,233 (+25.1%)
92	Jump Financial, LLC	35,300	—	$1.7M	-35,975 (-50.5%)
93	BRIDGEWAY CAPITAL MANAGEMENT, LLC	35,000	—	$1.7M	NEW
94	Corient Private Wealth LP	34,685	—	$1.7M	+16,889 (+94.9%)
95	Uncommon Cents Investing LLC	33,590	—	$1.6M	-125 (-0.4%)
96	Brickwood Asset Management LLP	26,820	—	$1.3M	—
97	Thrivent Financial for Lutherans	25,795	—	$1.3M	-1,178 (-4.4%)
98	CREDIT AGRICOLE S A	25,000	—	$1.2M	—
99	Connor, Clark & Lunn Investment Management Ltd.	24,277	—	$1.2M	+9,658 (+66.1%)
100	EXCHANGE TRADED CONCEPTS, LLC	23,141	—	$1.1M	-348 (-1.5%)
101	MetLife Investment Management, LLC	23,029	—	$1.1M	+218 (+1.0%)
102	North Star Investment Management Corp.	23,000	—	$1.1M	—
103	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	21,773	—	$1.1M	+9,827 (+82.3%)
104	Cerity Partners LLC	21,071	—	$1.0M	+5,755 (+37.6%)
105	CITIGROUP INC	20,620	—	$1.0M	+11,365 (+122.8%)
106	Illinois Municipal Retirement Fund	19,987	—	$970K	+2,408 (+13.7%)
107	HARBOR CAPITAL ADVISORS, INC.	19,294	—	$936K	-2,570 (-11.8%)
108	Horizon Investments, LLC	19,230	—	$1.7M	+19,222 (+240275.0%)
109	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	18,113	—	$879K	-715 (-3.8%)
110	Louisiana State Employees Retirement System	17,200	—	$834K	-700 (-3.9%)
111	MANUFACTURERS LIFE INSURANCE COMPANY, THE	16,248	—	$788K	-955 (-5.6%)
112	XTX Topco Ltd	15,856	—	$769K	-20,407 (-56.3%)
113	State of Alaska, Department of Revenue	14,766	—	$715K	-6,992 (-32.1%)
114	Freestone Grove Partners LP	14,368	—	$697K	+883 (+6.5%)
115	FOSTER & MOTLEY INC	13,218	—	$641K	NEW
116	Handelsbanken Fonder AB	13,137	—	$637K	—
117	TEACHER RETIREMENT SYSTEM OF TEXAS	13,016	—	$631K	-2,602 (-16.7%)
118	BARCLAYS PLC	12,891	—	$625K	-1,826 (-12.4%)
119	CAPTRUST FINANCIAL ADVISORS	12,727	—	$617K	+69 (+0.5%)
120	GUGGENHEIM CAPITAL LLC	11,959	—	$580K	+1,616 (+15.6%)
121	Police & Firemen's Retirement System of New Jersey	11,360	—	$551K	—
122	ARIZONA STATE RETIREMENT SYSTEM	10,570	—	$513K	-858 (-7.5%)
123	AMALGAMATED BANK	10,528	—	$511K	-1,085 (-9.3%)
124	YOUSIF CAPITAL MANAGEMENT, LLC	10,502	—	$509K	-291 (-2.7%)
125	Blackstone Inc.	10,502	—	$509K	NEW
126	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	10,359	—	$503K	—
127	GLENMEDE TRUST CO NA	10,284	—	$499K	+243 (+2.4%)
128	Zurcher Kantonalbank (Zurich Cantonalbank)	10,260	—	$498K	—
129	Tidal Investments LLC	10,259	—	$498K	-7,305 (-41.6%)
130	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	10,161	—	$493K	NEW
131	Vanguard Investments Australia, Ltd.	10,051	—	$488K	-1,021 (-9.2%)
132	Lido Advisors, LLC	9,703	—	$471K	+220 (+2.3%)
133	Blueshift Asset Management, LLC	9,568	—	$464K	-4,013 (-29.5%)
134	KLP KAPITALFORVALTNING AS	9,400	—	$456K	—
135	FIFTH THIRD BANCORP	9,345	—	$453K	-1,830 (-16.4%)
136	State of Tennessee, Department of Treasury	9,226	—	$448K	—
137	SG Americas Securities, LLC	8,998	—	$436K	+546 (+6.5%)
138	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	8,893	—	$431K	-300 (-3.3%)
139	Optimist Retirement Group LLC	8,605	—	$417K	—
140	Banque Cantonale Vaudoise	8,207	—	$398K	NEW
141	Silverberg Bernstein Capital Management LLC	8,110	—	$393K	—
142	KLINGENSTEIN FIELDS & CO LP	7,909	—	$384K	—
143	EP Wealth Advisors, LLC	7,625	—	$370K	+1,592 (+26.4%)
144	VOYA INVESTMENT MANAGEMENT LLC	7,507	—	$364K	+519 (+7.4%)
145	Pictet Asset Management Holding SA	7,390	—	$358K	—
146	Engineers Gate Manager LP	6,900	—	$335K	NEW
147	ENVESTNET ASSET MANAGEMENT INC	6,814	—	$331K	NEW
148	OPPENHEIMER ASSET MANAGEMENT INC.	6,593	—	$320K	NEW
149	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	6,529	—	$328K	NEW
150	BOOTHBAY FUND MANAGEMENT, LLC	6,107	—	$296K	NEW
151	BNP PARIBAS FINANCIAL MARKETS	5,991	—	$291K	-2,906 (-32.7%)
152	PNC Financial Services Group, Inc.	5,945	—	$288K	+147 (+2.5%)
153	LPL Financial LLC	5,742	—	$279K	NEW
154	Swiss Life Asset Management Ltd	5,717	—	$277K	-257 (-4.3%)
155	Maryland State Retirement & Pension System	5,673	—	$275K	-133 (-2.3%)
156	MIRABELLA FINANCIAL SERVICES LLP	5,406	—	$262K	-287 (-5.0%)
157	New Vernon Capital Holdings II LLC	5,373	—	$261K	—
158	MERCER GLOBAL ADVISORS INC /ADV	5,256	—	$255K	NEW
159	SIT INVESTMENT ASSOCIATES INC	5,180	—	$251K	NEW
160	Ensign Peak Advisors, Inc	5,140	—	$249K	-1,000 (-16.3%)
161	CAXTON ASSOCIATES LLP	5,135	—	$249K	NEW
162	STATE OF WISCONSIN INVESTMENT BOARD	5,131	—	$249K	NEW
163	Evercore Wealth Management, LLC	5,060	—	$245K	NEW
164	Centiva Capital, LP	5,057	—	$245K	-13,711 (-73.1%)
165	Penbrook Management LLC	5,000	—	$243K	NEW
166	MILLENNIUM MANAGEMENT LLC	4,966	—	$241K	NEW
167	Empowered Funds, LLC	4,930	—	$239K	-2,063 (-29.5%)
168	Revolve Wealth Partners, LLC	4,930	—	$239K	NEW
169	VIRGINIA RETIREMENT SYSTEMS ET Al	4,800	—	$233K	NEW
170	Family Capital Management, Inc.	4,786	—	$232K	NEW
171	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	4,682	—	$227K	—
172	LOS ANGELES CAPITAL MANAGEMENT LLC	4,603	—	$223K	-10,743 (-70.0%)
173	GABELLI FUNDS LLC	4,500	—	$211K	NEW
174	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	4,485	—	$218K	NEW
175	Trajan Wealth LLC	4,446	—	$216K	NEW
176	Amundi	4,445	—	$216K	-1,236 (-21.8%)
177	Gotham Asset Management, LLC	4,386	—	$213K	-1,503 (-25.5%)
178	STIFEL FINANCIAL CORP	4,183	—	$203K	NEW
179	Mitsubishi UFJ Trust & Banking Corp	3,715	—	$180K	NEW
180	Ameritas Investment Partners, Inc.	3,440	—	$167K	—
181	Rockefeller Capital Management L.P.	3,251	—	$158K	-628 (-16.2%)
182	GAMMA Investing LLC	3,223	—	$156K	+465 (+16.9%)
183	SIMPLEX TRADING, LLC	3,066	—	$149K	+2,665 (+664.6%)
184	Nykredit A/S	2,652	—	$129K	NEW
185	ADIRONDACK TRUST CO	2,600	—	$126K	—
186	Versant Capital Management, Inc	2,410	—	$117K	—
187	ASSETMARK, INC	2,246	—	$109K	NEW
188	State of Wyoming	1,708	—	$83K	-78 (-4.4%)
189	Tower Research Capital LLC (TRC)	1,706	—	$83K	-3,898 (-69.6%)
190	HANTZ FINANCIAL SERVICES, INC.	1,502	—	$73K	+301 (+25.1%)
191	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	1,493	—	$72K	+103 (+7.4%)
192	NISA INVESTMENT ADVISORS, LLC	1,486	—	$72K	+1,053 (+243.2%)
193	US BANCORP \DE\	1,388	—	$67K	-4 (-0.3%)
194	KBC Group NV	1,361	—	$66K	—
195	Millstone Evans Group, LLC	1,033	—	$50K	+801 (+345.3%)
196	Arax Advisory Partners	807	—	$39K	+691 (+595.7%)
197	TRUST CO OF TOLEDO NA /OH/	700	—	$34K	—
198	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	695	—	$34K	+41 (+6.3%)
199	Parkside Financial Bank & Trust	674	—	$33K	-6 (-0.9%)
200	Pinnacle Wealth Planning Services, Inc.	608	—	$29K	+42 (+7.4%)
201	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	550	—	$27K	-21 (-3.7%)
202	Farther Finance Advisors, LLC	546	—	$26K	+448 (+457.1%)
203	Sterling Capital Management LLC	506	—	$25K	+181 (+55.7%)
204	AdvisorNet Financial, Inc	500	—	$24K	+450 (+900.0%)
205	Steigerwald, Gordon & Koch Inc.	400	—	$19K	—
206	Salomon & Ludwin, LLC	389	—	$20K	—
207	Parallel Advisors, LLC	383	—	$19K	+379 (+9475.0%)
208	Allworth Financial LP	359	—	$17K	+65 (+22.1%)
209	OSAIC HOLDINGS, INC.	353	—	$17K	+3 (+0.9%)
210	Private Wealth Asset Management, LLC	300	—	$15K	—
211	Kemnay Advisory Services Inc.	271	—	$13K	NEW
212	UMB Bank, n.a.	254	—	$12K	+12 (+5.0%)
213	Covestor Ltd	202	—	$10K	+25 (+14.1%)
214	Boreal Capital Management LLC	196	—	$10K	—
215	SIGNATUREFD, LLC	173	—	$8K	NEW
216	Global Retirement Partners, LLC	167	—	$8K	NEW
217	BOK Financial Private Wealth, Inc.	150	—	$7K	NEW
218	EverSource Wealth Advisors, LLC	132	—	$6K	-219 (-62.4%)
219	Optiver Holding B.V.	131	—	$6K	-560 (-81.0%)
220	SJS Investment Consulting Inc.	127	—	$6K	+126 (+12600.0%)
221	FIRST HORIZON CORP	120	—	$6K	—
222	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	100	—	$5K	—
223	JONES FINANCIAL COMPANIES LLLP	99	—	$5K	+40 (+67.8%)
224	ROTHSCHILD INVESTMENT LLC	99	—	$5K	+12 (+13.8%)
225	Essential Partners LLC	97	—	$5K	-18 (-15.7%)
226	Continuum Advisory, LLC	96	—	$4K	NEW
227	Quest 10 Wealth Builders, Inc.	85	—	$4K	—
228	Keating Financial Advisory Services, Inc.	82	—	$4K	+2 (+2.5%)
229	CVA Family Office, LLC	77	—	$4K	+33 (+75.0%)
230	WHITTIER TRUST CO OF NEVADA INC	55	—	$3K	—
231	Fortitude Family Office, LLC	55	—	$3K	+33 (+150.0%)
232	WPG Advisers, LLC	54	—	$3K	—
233	BARROW HANLEY MEWHINNEY & STRAUSS LLC	51	—	$2K	NEW
234	Smartleaf Asset Management LLC	47	—	$2K	—
235	SBI Securities Co., Ltd.	46	—	$2K	-315 (-87.3%)
236	JFS WEALTH ADVISORS, LLC	46	—	$2K	+20 (+76.9%)
237	Rossby Financial, LCC	45	—	$2K	—
238	MassMutual Private Wealth & Trust, FSB	43	—	$2K	—
239	Private Wealth Management Group, LLC	39	—	$2K	—
240	JPL Wealth Management, LLC	38	—	$2K	—
241	True Wealth Design, LLC	37	—	$2K	—
242	FIDUCIARY FINANCIAL ADVISORS	29	—	$1K	NEW
243	Fulcrum Asset Management LLP	22	—	$1K	NEW
244	FARMERS & MERCHANTS INVESTMENTS INC	20	—	$970	—
245	Bare Financial Services, Inc	17	—	$825	—
246	Creative Capital Management Investments LLC	14	—	$679	NEW
247	Ankerstar Wealth, LLC	12	—	$582	—
248	TD Waterhouse Canada Inc.	12	—	$612	NEW
249	Clearstead Advisors, LLC	11	—	$534	NEW
250	Bay Harbor Wealth Management, LLC	10	—	$485	+8 (+400.0%)

Exited since 2026-03-31 (36 filers; largest 25 shown)

Madison Avenue Partners, LP	−678,417
Balyasny Asset Management L.P.	−184,215
HRT FINANCIAL LP	−155,140
VOLORIDGE INVESTMENT MANAGEMENT, LLC	−139,349
Qube Research & Technologies Ltd	−118,678
Bridgewater Associates, LP	−95,586
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	−45,638
Atom Investors LP	−35,852
Campbell & CO Investment Adviser LLC	−34,562
Weiss Asset Management LP	−25,823
Vident Advisory, LLC	−21,331
Diametric Capital, LP	−20,907
JANUS HENDERSON GROUP PLC	−20,444
SkyView Investment Advisors, LLC	−19,060
CWM, LLC	−18,236
MACKENZIE FINANCIAL CORP	−15,775
Counterpoint Mutual Funds LLC	−14,998
OneDigital Investment Advisors LLC	−13,202
MEEDER ASSET MANAGEMENT INC	−10,221
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	−9,963
Dynamic Technology Lab Private Ltd	−8,760
WINTON GROUP Ltd	−8,500
NewEdge Advisors, LLC	−7,370
iSAM Funds (UK) Ltd	−7,015
EntryPoint Capital, LLC	−6,997

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
Gerald W. Hakala	SCHEDULE 13G/A	2026-05-14	2026-03-31	942,556	2.21%
Jeffrey A. Hakala	SCHEDULE 13G/A	2026-05-14	2026-03-31	942,556	2.21%
Clarkston Capital Partners, LLC	SCHEDULE 13G/A	2026-05-14	2026-03-31	942,556	2.21%
Clarkston Companies, Inc.	SCHEDULE 13G/A	2026-05-14	2026-03-31	942,556	2.21%
Schroder Investment Management Limited	SCHEDULE 13G	2026-05-14	2026-03-31	1,177,279	2.8%
SCHRODER INVESTMENT MANAGEMENT GROUP	SCHEDULE 13G	2026-05-14	2026-03-31	2,382,703	5.6%
Schroder Investment Management North America Inc.	SCHEDULE 13G	2026-05-14	2026-03-31	808	0%
Schroder Investment Management (Europe) S.A.	SCHEDULE 13G	2026-05-14	2026-03-31	1,204,616	2.8%
STATE STREET CORPORATION	SCHEDULE 13G	2026-05-12	2026-03-31	2,175,966	5.1%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-29	2026-03-31	2,580,028	6.06%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
Jeremy J. Modell	SCHEDULE 13G	2026-02-13	2025-12-31	2,617,945	5.98%
Modell Capital LLC	SCHEDULE 13G	2026-02-13	2025-12-31	2,617,945	5.98%
Neuberger Berman Investment Advisers LLC	SCHEDULE 13G	2025-07-18	2025-06-30	2,842,570	6.4%
Neuberger Berman Group LLC	SCHEDULE 13G	2025-07-18	2025-06-30	2,862,287	6.4%
Elizabeth H. Wiley	SCHEDULE 13D/A	2025-05-13	2025-05-09	8,128,336	90.74%
W. Bradford Wiley & Associates, L.P.	SCHEDULE 13D/A	2025-05-13	2025-05-09	301,645	0.67%
Jesse C. Wiley	SCHEDULE 13D/A	2025-05-13	2025-05-09	8,150,101	90.98%
E.P. Hamilton Trusts LLC	SCHEDULE 13D/A	2025-05-13	2025-05-09	8,125,536	90.7%
Peter Booth Wiley	SCHEDULE 13D/A	2025-05-13	2025-05-09	8,168,658	91.19%
W. Bradford Wiley II	SCHEDULE 13D/A	2025-05-13	2025-05-09	8,162,256	91.11%
WG6 LLC	SCHEDULE 13D/A	2025-05-13	2025-05-09	1,200,000	2.67%
Deborah E. Wiley	SCHEDULE 13D/A	2025-05-13	2025-05-09	8,193,815	91.47%
Celia Wiley	SCHEDULE 13D/A	2025-05-13	2025-05-09	8,150,599	90.98%
EMAI Management, LLC	SCHEDULE 13G/A	2025-02-14	2024-12-31	2,229,904	4.95%
Madison Avenue Partners, LP	SCHEDULE 13G/A	2025-02-14	2024-12-31	2,229,904	4.95%
Madison Avenue International LP	SCHEDULE 13G/A	2025-02-14	2024-12-31	2,229,904	4.95%
Madison Avenue GP, LLC	SCHEDULE 13G/A	2025-02-14	2024-12-31	2,229,904	4.95%
Caraway Jackson Investments LLC	SCHEDULE 13G/A	2025-02-14	2024-12-31	2,229,904	4.95%
Eli Samaha	SCHEDULE 13G/A	2025-02-14	2024-12-31	2,229,904	4.95%

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.