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

41,849,261

99.8% of Common Class A

Holders

266

+17 vs 2026-03-31 · 53 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 266 · 968223206)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	6,200,086	14.79%	$300.8M	+37,716 (+0.6%)
2	NEUBERGER BERMAN GROUP LLC	3,019,238	7.20%	$146.5M	+2,140 (+0.1%)
3	VANGUARD PORTFOLIO MANAGEMENT LLC	2,494,247	5.95%	$121.0M	-7,732 (-0.3%)
4	SCHRODER INVESTMENT MANAGEMENT GROUP	2,434,536	5.81%	$118.1M	+51,833 (+2.2%)
5	STATE STREET CORP	2,263,854	5.40%	$109.7M	+87,888 (+4.0%)
6	DIMENSIONAL FUND ADVISORS LP	1,883,440	4.49%	$91.4M	+53,764 (+2.9%)
7	VANGUARD CAPITAL MANAGEMENT LLC	1,666,448	3.97%	$80.8M	-53,084 (-3.1%)
8	BANK OF MONTREAL /CAN/	1,578,053	3.76%	$76.6M	-12,415 (-0.8%)
9	BROWN ADVISORY INC	1,266,653	3.02%	$61.4M	+57,237 (+4.7%)
10	LSV ASSET MANAGEMENT	1,022,604	2.44%	$49.6M	+880,251 (+618.4%)
11	GEODE CAPITAL MANAGEMENT, LLC	1,006,220	2.40%	$48.8M	+35,463 (+3.7%)
12	SILVERCREST ASSET MANAGEMENT GROUP LLC	923,562	2.20%	$44.8M	-49,104 (-5.0%)
13	NEUMEIER POMA INVESTMENT COUNSEL LLC	865,460	2.06%	$42.0M	+454,895 (+110.8%)
14	Bank of New York Mellon Corp	790,867	1.89%	$38.4M	-5,324 (-0.7%)
15	Clarkston Capital Partners, LLC	759,081	1.81%	$36.8M	-183,475 (-19.5%)
16	PRINCIPAL FINANCIAL GROUP INC	752,766	1.80%	$36.5M	+555,831 (+282.2%)
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	713,846	1.70%	$34.6M	-33,788 (-4.5%)
18	MORGAN STANLEY	665,627	1.59%	$32.3M	-18,371 (-2.7%)
19	GOLDMAN SACHS GROUP INC	576,223	1.37%	$28.0M	+222,285 (+62.8%)
20	Invesco Ltd.	545,369	1.30%	$26.5M	-271,116 (-33.2%)
21	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	527,226	1.26%	$25.6M	-294,761 (-35.9%)
22	JPMORGAN CHASE & CO	459,003	1.09%	$21.7M	-155,486 (-25.3%)
23	FMR LLC	448,795	1.07%	$21.8M	+41,268 (+10.1%)
24	NORTHERN TRUST CORP	424,616	1.01%	$20.6M	+21,020 (+5.2%)
25	Allianz Asset Management GmbH	411,012	0.98%	$19.9M	+44,703 (+12.2%)
26	PALISADE CAPITAL MANAGEMENT, LP	370,851	0.88%	$18.0M	-409,989 (-52.5%)
27	Access Investment Management LLC	365,994	0.87%	$17.8M	-526 (-0.1%)
28	NEW YORK STATE COMMON RETIREMENT FUND	314,236	0.75%	$15.2M	+13,834 (+4.6%)
29	VANGUARD FIDUCIARY TRUST CO	269,222	0.64%	$13.1M	-9,252 (-3.3%)
30	Nuveen, LLC	240,231	0.57%	$11.7M	+120,157 (+100.1%)
31	LOOMIS SAYLES & CO L P	238,884	0.57%	$11.6M	-2,661 (-1.1%)
32	Hillsdale Investment Management Inc.	212,980	0.51%	$10.3M	+136,830 (+179.7%)
33	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	184,159	0.44%	$8.9M	+16,217 (+9.7%)
34	PRUDENTIAL FINANCIAL INC	180,974	0.43%	$8.8M	+82,108 (+83.0%)
35	Ancora Advisors LLC	179,800	0.43%	$8.7M	+44,770 (+33.2%)
36	UBS Group AG	168,257	0.40%	$8.2M	-95,020 (-36.1%)
37	VICTORY CAPITAL MANAGEMENT INC	164,924	0.39%	$8.0M	-10,876 (-6.2%)
38	Man Group plc	162,208	0.39%	$7.9M	+145,768 (+886.7%)
39	AMERIPRISE FINANCIAL INC	155,482	0.37%	$7.5M	+17,041 (+12.3%)
40	ProShare Advisors LLC	154,928	0.37%	$7.5M	-16,828 (-9.8%)
41	FRANKLIN RESOURCES INC	153,316	0.37%	$7.4M	+125,023 (+441.9%)
42	FIRST TRUST ADVISORS LP	148,038	0.35%	$7.2M	+44,064 (+42.4%)
43	MARSHALL WACE, LLP	142,121	0.34%	$6.9M	-217,200 (-60.4%)
44	Public Sector Pension Investment Board	139,600	0.33%	$6.8M	-4,558 (-3.2%)
45	Russell Investments Group, Ltd.	137,032	0.33%	$6.6M	+25,215 (+22.6%)
46	AMERICAN CENTURY COMPANIES INC	133,464	0.32%	$6.5M	+7,404 (+5.9%)
47	CITADEL ADVISORS LLC	124,434	0.30%	$6.0M	-160,698 (-56.4%)
48	NORDEA INVESTMENT MANAGEMENT AB	124,079	0.30%	$5.8M	-10,169 (-7.6%)
49	JUPITER ASSET MANAGEMENT LTD	123,682	0.30%	$6.0M	+83,008 (+204.1%)
50	AQR CAPITAL MANAGEMENT LLC	114,451	0.27%	$5.4M	+31,947 (+38.7%)
51	JANE STREET GROUP, LLC	111,606	0.27%	$5.4M	-329,046 (-74.7%)
52	Kendall Capital Management	103,037	0.25%	$5.0M	+13,065 (+14.5%)
53	RHUMBLINE ADVISERS	100,971	0.24%	$4.9M	-12,752 (-11.2%)
54	BESSEMER GROUP INC	100,689	0.24%	$4.9M	+83 (+0.1%)
55	Legal & General Group Plc	95,633	0.23%	$4.6M	-6,097 (-6.0%)
56	CLARK ESTATES INC/NY	94,400	0.23%	$4.6M	+27,400 (+40.9%)
57	Jupiter Topco LLC	88,482	0.21%	$4.3M	NEW
58	D. E. Shaw & Co., Inc.	82,145	0.20%	$4.0M	+67,590 (+464.4%)
59	Swiss National Bank	76,800	0.18%	$3.7M	-6,500 (-7.8%)
60	Phocas Financial Corp.	75,604	0.18%	$3.7M	NEW
61	RAYMOND JAMES FINANCIAL INC	74,261	0.18%	$3.6M	-22,375 (-23.2%)
62	BANK OF AMERICA CORP /DE/	71,961	0.17%	$3.5M	-77,483 (-51.8%)
63	Cannell & Spears LLC	67,422	0.16%	$3.3M	—
64	Quantinno Capital Management LP	65,752	0.16%	$3.2M	+27,392 (+71.4%)
65	SUSQUEHANNA INTERNATIONAL GROUP, LLP	63,153	0.15%	$3.1M	+33,170 (+110.6%)
66	THOMPSON SIEGEL & WALMSLEY LLC	58,721	0.14%	$2.8M	-127,699 (-68.5%)
67	SEI INVESTMENTS CO	58,718	0.14%	$2.8M	-35,929 (-38.0%)
68	Advisors Asset Management, Inc.	56,222	0.13%	$2.7M	+15,349 (+37.6%)
69	PRICE T ROWE ASSOCIATES INC /MD/	55,508	0.13%	$2.7M	+7,142 (+14.8%)
70	Ilex Capital Partners (UK) LLP	55,411	0.13%	$2.7M	NEW
71	Creative Planning	55,369	0.13%	$2.7M	+18,968 (+52.1%)
72	PICTON MAHONEY ASSET MANAGEMENT	54,820	0.13%	$2.7M	NEW
73	Cardinal Capital Management	50,389	0.12%	$2.4M	+456 (+0.9%)
74	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	49,800	0.12%	$2.4M	-175 (-0.4%)
75	MARTINGALE ASSET MANAGEMENT L P	49,712	0.12%	$2.4M	+20,712 (+71.4%)
76	Vanguard Global Advisers, LLC	43,664	0.10%	$2.1M	-10,845 (-19.9%)
77	ALLIANCEBERNSTEIN L.P.	43,047	0.10%	$1.6M	-1,150 (-2.6%)
78	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	42,482	0.10%	$2.1M	-13,515 (-24.1%)
79	DEUTSCHE BANK AG\	42,267	0.10%	$2.1M	+3,562 (+9.2%)
80	Universal- Beteiligungs- und Servicegesellschaft mbH	42,117	0.10%	$2.0M	+24,225 (+135.4%)
81	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	41,880	0.10%	$2.0M	NEW
82	WELLS FARGO & COMPANY/MN	40,230	0.10%	$2.0M	+23,299 (+137.6%)
83	MARTIN & CO INC /TN/	39,620	0.09%	$1.9M	-271 (-0.7%)
84	Neo Ivy Capital Management	39,182	0.09%	$1.9M	NEW
85	INTECH INVESTMENT MANAGEMENT LLC	39,104	0.09%	$1.9M	+28,850 (+281.4%)
86	Magnetar Financial LLC	38,278	0.09%	$1.9M	+3,282 (+9.4%)
87	VANGUARD ASSET MANAGEMENT, Ltd	37,408	0.09%	$1.8M	—
88	CANADA LIFE ASSURANCE Co	36,069	0.09%	$1.7M	-4,452 (-11.0%)
89	Jump Financial, LLC	35,300	0.08%	$1.7M	-35,975 (-50.5%)
90	BRIDGEWAY CAPITAL MANAGEMENT, LLC	35,000	0.08%	$1.7M	NEW
91	Corient Private Wealth LP	34,685	0.08%	$1.7M	+16,889 (+94.9%)
92	Uncommon Cents Investing LLC	33,590	0.08%	$1.6M	-125 (-0.4%)
93	CALDWELL SUTTER CAPITAL, INC.	31,535	0.08%	$1.5M	—
94	Brickwood Asset Management LLP	26,820	0.06%	$1.3M	—
95	Thrivent Financial for Lutherans	25,795	0.06%	$1.3M	-1,178 (-4.4%)
96	CREDIT AGRICOLE S A	25,000	0.06%	$1.2M	—
97	Connor, Clark & Lunn Investment Management Ltd.	24,277	0.06%	$1.2M	+9,658 (+66.1%)
98	EXCHANGE TRADED CONCEPTS, LLC	23,141	0.06%	$1.1M	-348 (-1.5%)
99	MetLife Investment Management, LLC	23,029	0.05%	$1.1M	+218 (+1.0%)
100	North Star Investment Management Corp.	23,000	0.05%	$1.1M	—
101	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	21,773	0.05%	$1.1M	+9,827 (+82.3%)
102	Cerity Partners LLC	21,071	0.05%	$1.0M	+5,755 (+37.6%)
103	CITIGROUP INC	20,620	0.05%	$1.0M	+11,365 (+122.8%)
104	Illinois Municipal Retirement Fund	19,987	0.05%	$970K	+2,408 (+13.7%)
105	HARBOR CAPITAL ADVISORS, INC.	19,294	0.05%	$936K	-2,570 (-11.8%)
106	Horizon Investments, LLC	19,230	0.05%	$1.7M	+19,222 (+240275.0%)
107	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	18,113	0.04%	$879K	-715 (-3.8%)
108	Louisiana State Employees Retirement System	17,200	0.04%	$834K	-700 (-3.9%)
109	MANUFACTURERS LIFE INSURANCE COMPANY, THE	16,248	0.04%	$788K	-955 (-5.6%)
110	XTX Topco Ltd	15,856	0.04%	$769K	-20,407 (-56.3%)
111	State of Alaska, Department of Revenue	14,766	0.04%	$715K	-6,992 (-32.1%)
112	Freestone Grove Partners LP	14,368	0.03%	$697K	+883 (+6.5%)
113	FOSTER & MOTLEY INC	13,218	0.03%	$641K	NEW
114	Handelsbanken Fonder AB	13,137	0.03%	$637K	—
115	TEACHER RETIREMENT SYSTEM OF TEXAS	13,016	0.03%	$631K	-2,602 (-16.7%)
116	BARCLAYS PLC	12,891	0.03%	$625K	-1,826 (-12.4%)
117	CAPTRUST FINANCIAL ADVISORS	12,727	0.03%	$617K	+69 (+0.5%)
118	GUGGENHEIM CAPITAL LLC	11,959	0.03%	$580K	+1,616 (+15.6%)
119	Police & Firemen's Retirement System of New Jersey	11,360	0.03%	$551K	—
120	ARIZONA STATE RETIREMENT SYSTEM	10,570	0.03%	$513K	-858 (-7.5%)
121	AMALGAMATED BANK	10,528	0.03%	$511K	-1,085 (-9.3%)
122	YOUSIF CAPITAL MANAGEMENT, LLC	10,502	0.03%	$509K	-291 (-2.7%)
123	Blackstone Inc.	10,502	0.03%	$509K	NEW
124	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	10,359	0.02%	$503K	—
125	GLENMEDE TRUST CO NA	10,284	0.02%	$499K	+243 (+2.4%)
126	Zurcher Kantonalbank (Zurich Cantonalbank)	10,260	0.02%	$498K	—
127	Tidal Investments LLC	10,259	0.02%	$498K	-7,305 (-41.6%)
128	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	10,161	0.02%	$493K	NEW
129	Vanguard Investments Australia, Ltd.	10,051	0.02%	$488K	-1,021 (-9.2%)
130	Lido Advisors, LLC	9,703	0.02%	$471K	+220 (+2.3%)
131	Blueshift Asset Management, LLC	9,568	0.02%	$464K	-4,013 (-29.5%)
132	KLP KAPITALFORVALTNING AS	9,400	0.02%	$456K	—
133	FIFTH THIRD BANCORP	9,345	0.02%	$453K	-1,830 (-16.4%)
134	State of Tennessee, Department of Treasury	9,226	0.02%	$448K	—
135	SG Americas Securities, LLC	8,998	0.02%	$436K	+546 (+6.5%)
136	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	8,893	0.02%	$431K	-300 (-3.3%)
137	Optimist Retirement Group LLC	8,605	0.02%	$417K	—
138	Banque Cantonale Vaudoise	8,207	0.02%	$398K	NEW
139	Silverberg Bernstein Capital Management LLC	8,110	0.02%	$393K	—
140	ROYAL BANK OF CANADA	8,092	0.02%	$392K	+7,233 (+842.0%)
141	KLINGENSTEIN FIELDS & CO LP	7,909	0.02%	$384K	—
142	EP Wealth Advisors, LLC	7,625	0.02%	$370K	+1,592 (+26.4%)
143	VOYA INVESTMENT MANAGEMENT LLC	7,507	0.02%	$364K	+519 (+7.4%)
144	Pictet Asset Management Holding SA	7,390	0.02%	$358K	—
145	Engineers Gate Manager LP	6,900	0.02%	$335K	NEW
146	ENVESTNET ASSET MANAGEMENT INC	6,814	0.02%	$331K	NEW
147	OPPENHEIMER ASSET MANAGEMENT INC.	6,593	0.02%	$320K	NEW
148	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	6,529	0.02%	$328K	NEW
149	PFG Investments, LLC	6,409	0.02%	$311K	NEW
150	BOOTHBAY FUND MANAGEMENT, LLC	6,107	0.01%	$296K	NEW
151	BNP PARIBAS FINANCIAL MARKETS	5,991	0.01%	$291K	-2,906 (-32.7%)
152	PNC Financial Services Group, Inc.	5,945	0.01%	$288K	+147 (+2.5%)
153	LPL Financial LLC	5,742	0.01%	$279K	NEW
154	Swiss Life Asset Management Ltd	5,717	0.01%	$277K	-257 (-4.3%)
155	Maryland State Retirement & Pension System	5,673	0.01%	$275K	-133 (-2.3%)
156	MIRABELLA FINANCIAL SERVICES LLP	5,406	0.01%	$262K	-287 (-5.0%)
157	New Vernon Capital Holdings II LLC	5,373	0.01%	$261K	—
158	MERCER GLOBAL ADVISORS INC /ADV	5,256	0.01%	$255K	NEW
159	SIT INVESTMENT ASSOCIATES INC	5,180	0.01%	$251K	NEW
160	Ensign Peak Advisors, Inc	5,140	0.01%	$249K	-1,000 (-16.3%)
161	CAXTON ASSOCIATES LLP	5,135	0.01%	$249K	NEW
162	STATE OF WISCONSIN INVESTMENT BOARD	5,131	0.01%	$249K	NEW
163	Evercore Wealth Management, LLC	5,060	0.01%	$245K	NEW
164	Centiva Capital, LP	5,057	0.01%	$245K	-13,711 (-73.1%)
165	Penbrook Management LLC	5,000	0.01%	$243K	NEW
166	MILLENNIUM MANAGEMENT LLC	4,966	0.01%	$241K	NEW
167	Revolve Wealth Partners, LLC	4,930	0.01%	$239K	NEW
168	Empowered Funds, LLC	4,930	0.01%	$239K	-2,063 (-29.5%)
169	VIRGINIA RETIREMENT SYSTEMS ET Al	4,800	0.01%	$233K	NEW
170	Family Capital Management, Inc.	4,786	0.01%	$232K	NEW
171	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	4,682	0.01%	$227K	—
172	LOS ANGELES CAPITAL MANAGEMENT LLC	4,603	0.01%	$223K	-10,743 (-70.0%)
173	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	4,485	0.01%	$218K	NEW
174	Trajan Wealth LLC	4,446	0.01%	$216K	NEW
175	Amundi	4,445	0.01%	$216K	-1,236 (-21.8%)
176	Gotham Asset Management, LLC	4,386	0.01%	$213K	-1,503 (-25.5%)
177	STIFEL FINANCIAL CORP	4,183	0.01%	$203K	NEW
178	Mitsubishi UFJ Trust & Banking Corp	3,715	0.01%	$180K	NEW
179	Ameritas Investment Partners, Inc.	3,440	0.01%	$167K	—
180	Rockefeller Capital Management L.P.	3,251	0.01%	$158K	-628 (-16.2%)
181	GAMMA Investing LLC	3,223	0.01%	$156K	+465 (+16.9%)
182	SIMPLEX TRADING, LLC	3,066	0.01%	$149K	+2,665 (+664.6%)
183	Nykredit A/S	2,652	0.01%	$129K	NEW
184	ADIRONDACK TRUST CO	2,600	0.01%	$126K	—
185	Versant Capital Management, Inc	2,410	0.01%	$117K	—
186	ASSETMARK, INC	2,246	0.01%	$109K	NEW
187	State of Wyoming	1,708	0.00%	$83K	-78 (-4.4%)
188	Tower Research Capital LLC (TRC)	1,606	0.00%	$78K	-3,941 (-71.0%)
189	HANTZ FINANCIAL SERVICES, INC.	1,502	0.00%	$73K	+301 (+25.1%)
190	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	1,493	0.00%	$72K	+103 (+7.4%)
191	NISA INVESTMENT ADVISORS, LLC	1,486	0.00%	$72K	+1,053 (+243.2%)
192	US BANCORP \DE\	1,388	0.00%	$67K	-4 (-0.3%)
193	KBC Group NV	1,361	0.00%	$66K	—
194	Millstone Evans Group, LLC	1,033	0.00%	$50K	+801 (+345.3%)
195	Arax Advisory Partners	807	0.00%	$39K	+691 (+595.7%)
196	TRUST CO OF TOLEDO NA /OH/	700	0.00%	$34K	—
197	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	695	0.00%	$34K	+41 (+6.3%)
198	Parkside Financial Bank & Trust	674	0.00%	$33K	-6 (-0.9%)
199	Pinnacle Wealth Planning Services, Inc.	608	0.00%	$29K	+42 (+7.4%)
200	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	550	0.00%	$27K	-21 (-3.7%)
201	Farther Finance Advisors, LLC	546	0.00%	$26K	+448 (+457.1%)
202	Sterling Capital Management LLC	506	0.00%	$25K	+181 (+55.7%)
203	AdvisorNet Financial, Inc	500	0.00%	$24K	+450 (+900.0%)
204	Steigerwald, Gordon & Koch Inc.	400	0.00%	$19K	—
205	Salomon & Ludwin, LLC	389	0.00%	$20K	—
206	Parallel Advisors, LLC	383	0.00%	$19K	+379 (+9475.0%)
207	Allworth Financial LP	359	0.00%	$17K	+65 (+22.1%)
208	OSAIC HOLDINGS, INC.	353	0.00%	$17K	+3 (+0.9%)
209	Private Wealth Asset Management, LLC	300	0.00%	$15K	—
210	Kemnay Advisory Services Inc.	271	0.00%	$13K	NEW
211	UMB Bank, n.a.	254	0.00%	$12K	+12 (+5.0%)
212	Covestor Ltd	202	0.00%	$10K	+25 (+14.1%)
213	Boreal Capital Management LLC	196	0.00%	$10K	—
214	SIGNATUREFD, LLC	173	0.00%	$8K	NEW
215	Global Retirement Partners, LLC	167	0.00%	$8K	NEW
216	BOK Financial Private Wealth, Inc.	150	0.00%	$7K	NEW
217	EverSource Wealth Advisors, LLC	132	0.00%	$6K	-219 (-62.4%)
218	Optiver Holding B.V.	131	0.00%	$6K	-560 (-81.0%)
219	SJS Investment Consulting Inc.	127	0.00%	$6K	+126 (+12600.0%)
220	FIRST HORIZON CORP	120	0.00%	$6K	—
221	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	100	0.00%	$5K	—
222	ROTHSCHILD INVESTMENT LLC	99	0.00%	$5K	+12 (+13.8%)
223	JONES FINANCIAL COMPANIES LLLP	99	0.00%	$5K	+40 (+67.8%)
224	Essential Partners LLC	97	0.00%	$5K	-18 (-15.7%)
225	Quest 10 Wealth Builders, Inc.	85	0.00%	$4K	—
226	Keating Financial Advisory Services, Inc.	82	0.00%	$4K	+2 (+2.5%)
227	CVA Family Office, LLC	77	0.00%	$4K	+33 (+75.0%)
228	WHITTIER TRUST CO OF NEVADA INC	55	0.00%	$3K	—
229	Fortitude Family Office, LLC	55	0.00%	$3K	+33 (+150.0%)
230	WPG Advisers, LLC	54	0.00%	$3K	—
231	BARROW HANLEY MEWHINNEY & STRAUSS LLC	51	0.00%	$2K	NEW
232	Smartleaf Asset Management LLC	47	0.00%	$2K	—
233	JFS WEALTH ADVISORS, LLC	46	0.00%	$2K	+20 (+76.9%)
234	Rossby Financial, LCC	45	0.00%	$2K	—
235	SBI Securities Co., Ltd.	44	0.00%	$2K	-315 (-87.7%)
236	MassMutual Private Wealth & Trust, FSB	43	0.00%	$2K	—
237	Private Wealth Management Group, LLC	39	0.00%	$2K	—
238	JPL Wealth Management, LLC	38	0.00%	$2K	—
239	True Wealth Design, LLC	37	0.00%	$2K	—
240	FIDUCIARY FINANCIAL ADVISORS	29	0.00%	$1K	NEW
241	Fulcrum Asset Management LLP	22	0.00%	$1K	NEW
242	FARMERS & MERCHANTS INVESTMENTS INC	20	0.00%	$970	—
243	Bare Financial Services, Inc	17	0.00%	$825	—
244	Creative Capital Management Investments LLC	14	0.00%	$679	NEW
245	Ankerstar Wealth, LLC	12	0.00%	$582	—
246	TD Waterhouse Canada Inc.	12	0.00%	$612	NEW
247	Clearstead Advisors, LLC	11	0.00%	$534	NEW
248	Bay Harbor Wealth Management, LLC	10	0.00%	$485	+8 (+400.0%)
249	DiNuzzo Private Wealth, Inc.	9	0.00%	$437	—
250	Rialto Wealth Management, LLC	9	0.00%	$437	NEW

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.