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.

FIRST BUSEY CORP /NV/

CIK 0000314489BUSEBUSEP· quarter ending 2026-06-30
Shares outstanding
82,576,956
Held by 13F filers
55,828,936
67.6% of shares outstanding
Holders
259
+12 vs 2026-03-31 · 42 new, 30 exited
Value
$1.6B
shares +1.4% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-06, as of 2026-08-06)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockBUSE · NASDAQ82,576,95655,828,93667.6%259319383204

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
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
319383204COM NEW25955,828,93682,576,95667.6%$1.6B—13DGholders →

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. 1 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 259 · 319383204)

change vs 2026-03-31
#FilerShares% of classValueChange
1BlackRock, Inc.7,811,1619.46%$230.4M+836,400 (+12.0%)
2DIMENSIONAL FUND ADVISORS LP5,178,1146.27%$152.8M+110,904 (+2.2%)
3WELLINGTON MANAGEMENT GROUP LLP4,866,0395.89%$143.5M-2,112,966 (-30.3%)
4VANGUARD CAPITAL MANAGEMENT LLC3,600,5614.36%$106.2M-24,755 (-0.7%)
5STATE STREET CORP3,467,7604.20%$102.3M+378,355 (+12.2%)
6GEODE CAPITAL MANAGEMENT, LLC2,351,8812.85%$69.4M+37,509 (+1.6%)
7AMERICAN CENTURY COMPANIES INC2,184,8022.65%$64.5M+838,339 (+62.3%)
8LSV ASSET MANAGEMENT1,693,8972.05%$50.0M+305,536 (+22.0%)
9Savvy Advisors, Inc.1,286,6651.56%$38.0M-7,713 (-0.6%)
10Bank of New York Mellon Corp1,108,8941.34%$32.7M-2,209 (-0.2%)
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC937,1501.13%$27.6M-25,990 (-2.7%)
12ARROWSTREET CAPITAL, LIMITED PARTNERSHIP914,8961.11%$27.0M+193,475 (+26.8%)
13NORTHERN TRUST CORP887,6891.07%$26.2M+22,246 (+2.6%)
14MIRABELLA FINANCIAL SERVICES LLP851,4531.03%$25.1M-398,431 (-31.9%)
15FMR LLC772,0250.93%$22.8M-57,366 (-6.9%)
16VANGUARD PORTFOLIO MANAGEMENT LLC769,9250.93%$22.7M+60,035 (+8.5%)
17Nuveen, LLC769,9200.93%$22.7M+173,202 (+29.0%)
18GOLDMAN SACHS GROUP INC708,9550.86%$20.9M-371,331 (-34.4%)
19MORGAN STANLEY655,4050.79%$19.3M+15,234 (+2.4%)
20BRIDGEWAY CAPITAL MANAGEMENT, LLC644,0590.78%$19.0M+11,426 (+1.8%)
21Verition Fund Management LLC640,8910.78%$18.9M-157,569 (-19.7%)
22Rhino Investment Partners, Inc580,1130.70%$17.1M+88,000 (+17.9%)
23VANGUARD FIDUCIARY TRUST CO554,2000.67%$16.3M-8,689 (-1.5%)
24HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC514,7960.62%$15.2M-6,620 (-1.3%)
25Empowered Funds, LLC491,1990.59%$14.5M+15,652 (+3.3%)
26LOOMIS SAYLES & CO L P440,2840.53%$13.0M-15,435 (-3.4%)
27AQR CAPITAL MANAGEMENT LLC421,5720.51%$12.4M+89,289 (+26.9%)
28JPMORGAN CHASE & CO410,3340.50%$12.2M+270,987 (+194.5%)
29GLENMEDE TRUST CO NA402,2930.49%$11.9MNEW
30BANK OF AMERICA CORP /DE/321,7740.39%$9.5M+152,133 (+89.7%)
31Creative Planning300,3550.36%$8.9M+9,033 (+3.1%)
32SEI INVESTMENTS CO271,9160.33%$8.0M-29,407 (-9.8%)
33MALTESE CAPITAL MANAGEMENT LLC260,0000.31%$7.7M+22,500 (+9.5%)
34ProShare Advisors LLC244,8910.30%$7.2M-14,269 (-5.5%)
35MANUFACTURERS LIFE INSURANCE COMPANY, THE233,0790.28%$6.9M+18 (+0.0%)
36CAPTRUST FINANCIAL ADVISORS226,6660.27%$6.7M-9,504 (-4.0%)
37RENAISSANCE TECHNOLOGIES LLC221,1000.27%$6.5M-153,700 (-41.0%)
38FIRST TRUST ADVISORS LP211,4930.26%$6.2M+54,117 (+34.4%)
39UBS Group AG211,0170.26%$6.2M+72,430 (+52.3%)
40OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC210,2140.25%$6.2M—
41SUSQUEHANNA INTERNATIONAL GROUP, LLP200,6310.24%$5.9M-73,053 (-26.7%)
42FRANKLIN RESOURCES INC192,0550.23%$5.7M+12,910 (+7.2%)
43Universal- Beteiligungs- und Servicegesellschaft mbH189,0380.23%$5.6M-15,409 (-7.5%)
44Assenagon Asset Management S.A.188,9280.23%$5.6M+119,954 (+173.9%)
45MARSHALL WACE, LLP185,7820.22%$5.5M+95,466 (+105.7%)
46UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC182,0980.22%$5.4M+12,766 (+7.5%)
47Swiss National Bank160,1000.19%$4.7M-15,600 (-8.9%)
48Sunesis Advisors, LLC156,8620.19%$4.6M—
49EJF Capital LP149,4040.18%$4.4M-5,430 (-3.5%)
50Quantinno Capital Management LP148,5430.18%$4.4M+6,096 (+4.3%)
51Invesco Ltd.136,7620.17%$4.0M-22,860 (-14.3%)
52Russell Investments Group, Ltd.133,3750.16%$3.9M+40,385 (+43.4%)
53Trexquant Investment LP123,3320.15%$3.6M+53,254 (+76.0%)
54VICTORY CAPITAL MANAGEMENT INC123,2600.15%$3.6M-4,101 (-3.2%)
55TOWLE & CO120,1880.15%$3.5M-7,791 (-6.1%)
56PRICE T ROWE ASSOCIATES INC /MD/119,4220.14%$3.5M+15,992 (+15.5%)
57BASSWOOD CAPITAL MANAGEMENT, L.L.C.117,1920.14%$3.5M—
58D. E. Shaw & Co., Inc.116,7380.14%$3.4M+37,493 (+47.3%)
59RHUMBLINE ADVISERS116,4710.14%$3.4M-5,843 (-4.8%)
60BANC FUNDS CO LLC114,0770.14%$3.4M-13,000 (-10.2%)
61BNP PARIBAS FINANCIAL MARKETS102,6600.12%$3.0M-228 (-0.2%)
62TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY101,3910.12%$3.0M—
63COZAD ASSET MANAGEMENT INC100,0860.12%$3.0M-37,093 (-27.0%)
64Elizabeth Park Capital Advisors, Ltd.99,7970.12%$2.9M—
65CITIGROUP INC93,9940.11%$2.8M+28,571 (+43.7%)
66ALLIANCEBERNSTEIN L.P.93,2980.11%$2.4M+6,760 (+7.8%)
67State of New Jersey Common Pension Fund D93,2550.11%$2.8M-3,249 (-3.4%)
68CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM92,0420.11%$2.7M-2,963 (-3.1%)
69CITADEL ADVISORS LLC90,9980.11%$2.7M+46,023 (+102.3%)
70DEUTSCHE BANK AG\87,7860.11%$2.6M+5,501 (+6.7%)
71UMB Bank, n.a.82,7570.10%$2.4M-5,000 (-5.7%)
72SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC79,7670.10%$2.4M-30,174 (-27.4%)
73STIFEL FINANCIAL CORP79,1280.10%$2.3M+6,466 (+8.9%)
74WELLS FARGO & COMPANY/MN77,3250.09%$2.3M+36,580 (+89.8%)
75Members Trust Co75,0000.09%$2.2M—
76KING LUTHER CAPITAL MANAGEMENT CORP69,5480.08%$2.1M+59,134 (+567.8%)
77WEALTH ENHANCEMENT ADVISORY SERVICES, LLC68,1780.08%$2.0M+8,473 (+14.2%)
78MONETA GROUP INVESTMENT ADVISORS LLC64,3890.08%$1.9M-3,752 (-5.5%)
79IEQ CAPITAL, LLC60,9930.07%$1.8M+17,955 (+41.7%)
80BARCLAYS PLC60,4130.07%$1.8M-26,765 (-30.7%)
81XTX Topco Ltd59,7250.07%$1.8M+2,135 (+3.7%)
82Legal & General Group Plc58,9520.07%$1.7M-7,165 (-10.8%)
83VANGUARD ASSET MANAGEMENT, Ltd53,4670.06%$1.6M-6,780 (-11.3%)
84Balyasny Asset Management L.P.52,8720.06%$1.6M+29,832 (+129.5%)
85TWO SIGMA INVESTMENTS, LP52,0240.06%$1.5M-128,767 (-71.2%)
86North Star Investment Management Corp.51,5000.06%$1.5M—
87Vanguard Global Advisers, LLC49,7510.06%$1.5M-2,000 (-3.9%)
88Rafferty Asset Management, LLC49,1440.06%$1.4M-3,246 (-6.2%)
89AMERIPRISE FINANCIAL INC48,6430.06%$1.4M-212 (-0.4%)
90MetLife Investment Management, LLC47,7310.06%$1.4M+568 (+1.2%)
91NOMURA ASSET MANAGEMENT INTERNATIONAL INC.47,5000.06%$1.4M—
92VOLORIDGE INVESTMENT MANAGEMENT, LLC47,1200.06%$1.4M-57,885 (-55.1%)
93Jain Global LLC46,1650.06%$1.4MNEW
94ROYAL BANK OF CANADA41,8930.05%$1.2M+33,520 (+400.3%)
95Everhart Financial Group, Inc.41,6890.05%$1.2M+4,409 (+11.8%)
96Mariner, LLC38,0030.05%$1.1M+20,462 (+116.7%)
97MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.37,8170.05%$1.1M-1,836 (-4.6%)
98Y-Intercept (Hong Kong) Ltd37,6740.05%$1.1MNEW
99Zurcher Kantonalbank (Zurich Cantonalbank)36,7570.04%$1.1M+17,074 (+86.7%)
100KENNEDY CAPITAL MANAGEMENT LLC36,6930.04%$1.1M-1,507 (-3.9%)
101Jupiter Topco LLC35,4890.04%$1.0MNEW
102Private Advisor Group, LLC33,7240.04%$995K+1 (+0.0%)
103Ellsworth Advisors, LLC33,6840.04%$989K+565 (+1.7%)
104Crescent Grove Advisors, LLC33,2640.04%$981K—
105Elo Mutual Pension Insurance Co33,1600.04%$978KNEW
106Sequoia Financial Advisors, LLC31,5560.04%$931K+19,473 (+161.2%)
107Squarepoint Ops LLC30,7640.04%$908K+994 (+3.3%)
108SG Americas Securities, LLC30,0670.04%$887K-17,304 (-36.5%)
109Integrated Quantitative Investments LLC30,0280.04%$886KNEW
110NEW YORK STATE COMMON RETIREMENT FUND29,9660.04%$884K+3,500 (+13.2%)
111HSBC HOLDINGS PLC29,1750.04%$857K+4,275 (+17.2%)
112GAMCO INVESTORS, INC. ET AL28,5000.03%$841K—
113Legato Capital Management LLC27,9560.03%$825KNEW
114Mutual Advisors, LLC27,5620.03%$813K+272 (+1.0%)
115Canvas Wealth Advisors, LLC26,5550.03%$783K+16 (+0.1%)
116Philip James Wealth Mangement, LLC26,3660.03%$778K—
117Odyssean, LLC26,2990.03%$776K—
118HARBOR CAPITAL ADVISORS, INC.25,7690.03%$760K+1,802 (+7.5%)
119Acropolis Investment Management, LLC25,3330.03%$747K—
120MPS Loria Financial Planners, LLC24,8100.03%$732K-12,380 (-33.3%)
121STRS OHIO24,7000.03%$729KNEW
122Midwest Trust Co24,5900.03%$725K—
123Police & Firemen's Retirement System of New Jersey24,2360.03%$715K+1,532 (+6.7%)
124STATE OF WISCONSIN INVESTMENT BOARD23,7080.03%$699K+15,022 (+172.9%)
125STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM23,3260.03%$688K—
126Cambridge Investment Research Advisors, Inc.23,1140.03%$682K+9,592 (+70.9%)
127Inspire Investing, LLC23,0580.03%$680K+2,723 (+13.4%)
128KINGSWOOD WEALTH ADVISORS, LLC22,2520.03%$656K—
129RAYMOND JAMES FINANCIAL INC22,2260.03%$656K-973 (-4.2%)
130ARIZONA STATE RETIREMENT SYSTEM22,0080.03%$649K-2,276 (-9.4%)
131M&T Bank Corp21,7680.03%$642K+417 (+2.0%)
132MAI Capital Management20,9170.03%$617K+20,899 (+116105.6%)
133COMMONWEALTH EQUITY SERVICES, LLC20,3220.02%$599K-10,249 (-33.5%)
134JOHN G ULLMAN & ASSOCIATES INC20,1960.02%$596K-584 (-2.8%)
135Vanguard Investments Australia, Ltd.19,5330.02%$576K—
136KLP KAPITALFORVALTNING AS19,0060.02%$561K—
137Cerity Partners LLC18,5180.02%$546K-6,569 (-26.2%)
138TEACHER RETIREMENT SYSTEM OF TEXAS18,4080.02%$543KNEW
139OSAIC HOLDINGS, INC.18,2820.02%$539K-950 (-4.9%)
140Global Retirement Partners, LLC18,1690.02%$536KNEW
141Handelsbanken Fonder AB17,7950.02%$525K—
142Watershed Asset Management, L.L.C.17,7700.02%$524K—
143INTECH INVESTMENT MANAGEMENT LLC17,1140.02%$505K-1,512 (-8.1%)
144Engineers Gate Manager LP17,0420.02%$503KNEW
145BTG Pactual Asset Management US LLC16,6890.02%$492KNEW
146VOYA INVESTMENT MANAGEMENT LLC15,8560.02%$468K+1,038 (+7.0%)
147CHOREO, LLC15,6930.02%$463KNEW
148MERCER GLOBAL ADVISORS INC /ADV14,3210.02%$422K+5,669 (+65.5%)
149Pictet Asset Management Holding SA14,1890.02%$419K—
150CANADA LIFE ASSURANCE Co13,8860.02%$409K-349 (-2.5%)
151PRUDENTIAL FINANCIAL INC13,5890.02%$401K+185 (+1.4%)
152INCEPTIONR LLC13,3980.02%$395KNEW
153Aprio Wealth Management, LLC13,3500.02%$394K—
154Millstone Evans Group, LLC13,3500.02%$394K—
155Daytona Street Capital LLC13,3500.02%$389K—
156Merit Financial Group, LLC12,5190.02%$369KNEW
157CreativeOne Wealth, LLC11,7560.01%$347K+75 (+0.6%)
158QUADRANT CAPITAL GROUP LLC11,6340.01%$343K—
159Lee Financial Co11,5030.01%$339K—
160Lexington Hill Partners, LLC11,3590.01%$335KNEW
161Financial Partners Group, Inc11,2720.01%$333K+110 (+1.0%)
162FOX RUN MANAGEMENT, L.L.C.10,8320.01%$320KNEW
163HighTower Advisors, LLC10,3220.01%$305K-900 (-8.0%)
164Bleakley Financial Group, LLC10,1880.01%$301KNEW
165Kuhn & Co Investment Counsel10,0180.01%$296K—
166Flywheel Private Wealth LLC10,0000.01%$295K—
167VIRGINIA RETIREMENT SYSTEMS ET Al9,8000.01%$289KNEW
168Aigen Investment Management, LP9,6850.01%$286KNEW
169Brevan Howard Capital Management LP9,4350.01%$278KNEW
170Abel Hall, LLC9,2950.01%$274K+33 (+0.4%)
171TENET WEALTH PARTNERS, LLC9,1820.01%$273KNEW
172PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO9,0710.01%$268K—
173Hennion & Walsh Asset Management, Inc.8,9720.01%$265K+571 (+6.8%)
174NEUBERGER BERMAN GROUP LLC8,8530.01%$261KNEW
175Argent Trust Co8,6410.01%$255K—
176XPONANCE LLC8,3930.01%$248K+305 (+3.8%)
177WINTON GROUP Ltd8,2000.01%$242KNEW
178DRW Securities, LLC8,0450.01%$237KNEW
179&PARTNERS7,8480.01%$232KNEW
180Vanguard Personalized Indexing Management, LLC7,4700.01%$220KNEW
181US BANCORP \DE\7,4540.01%$220K-333 (-4.3%)
182Ameritas Investment Partners, Inc.7,4530.01%$220K+297 (+4.2%)
183Advisory Services Network, LLC7,2210.01%$213K—
184Farther Finance Advisors, LLC6,7250.01%$198K+432 (+6.9%)
185NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO6,4260.01%$190K-359 (-5.3%)
186CX Institutional6,4240.01%$189K-5,728 (-47.1%)
187Tower Research Capital LLC (TRC)6,0580.01%$179K-807 (-11.8%)
188VESTOR CAPITAL, LLC5,2970.01%$270K+2,922 (+123.0%)
189FIFTH THIRD BANCORP4,8920.01%$144K—
190Wilkerson Advisory Group LLC4,8580.01%$143K+46 (+1.0%)
191FIRST FINANCIAL CORP /IN/4,5690.01%$135K—
192JONES FINANCIAL COMPANIES LLLP4,3550.01%$130K+851 (+24.3%)
193Arax Advisory Partners4,2340.01%$125K+4,009 (+1781.8%)
194Eurizon Capital SGR S.p.A.4,0980.00%$121K—
195State of Alaska, Department of Revenue3,9730.00%$117K—
196KBC Group NV3,7570.00%$111K—
197Aster Capital Management (DIFC) Ltd2,8380.00%$84KNEW
198CREATIVE FINANCIAL DESIGNS INC /ADV2,5310.00%$75K+25 (+1.0%)
199TOUNJIAN ADVISORY PARTNERS, LLC2,1730.00%$64KNEW
200DHJJ Financial Advisors, Ltd.2,0160.00%$59K—
201Golden State Wealth Management, LLC2,0010.00%$59K—
202NISA INVESTMENT ADVISORS, LLC1,9480.00%$57K+1,121 (+135.6%)
203SIGNATUREFD, LLC1,8770.00%$55K-23 (-1.2%)
204BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,6720.00%$49K-531 (-24.1%)
205Sterling Capital Management LLC1,6550.00%$49K-1,146 (-40.9%)
206COMPASS FINANCIAL MANAGEMENT LLC1,5350.00%$45KNEW
207PNC Financial Services Group, Inc.1,3770.00%$41K-143 (-9.4%)
208Parkside Financial Bank & Trust1,1660.00%$34K—
209Triumph Capital Management1,0000.00%$30K—
210Amova Asset Management Americas, Inc.9990.00%$29KNEW
211PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO9680.00%$29K+12 (+1.3%)
212Allworth Financial LP8810.00%$26K+335 (+61.4%)
213Versant Capital Management, Inc7910.00%$23K—
214Pinnacle Wealth Planning Services, Inc.7210.00%$21K-276 (-27.7%)
215Westside Investment Management, Inc.7040.00%$21K—
216True Wealth Design, LLC6790.00%$20K+22 (+3.3%)
217Federation des caisses Desjardins du Quebec6720.00%$20K+523 (+351.0%)
218Optiver Holding B.V.5870.00%$17K+337 (+134.8%)
219GAMMA Investing LLC5860.00%$17K+88 (+17.7%)
220Kemnay Advisory Services Inc.5730.00%$17K+52 (+10.0%)
221Ares Financial Consulting, LLC5470.00%$16K—
222EverSource Wealth Advisors, LLC5200.00%$15K-445 (-46.1%)
223Steward Partners Investment Advisory, LLC4820.00%$14K—
224Pillar Financial Advisors, LLC4740.00%$14K—
225Smartleaf Asset Management LLC4690.00%$14K—
226Covestor Ltd4360.00%$13K+60 (+16.0%)
227IFP Advisors, Inc4350.00%$13K+330 (+314.3%)
228Mitsubishi UFJ Asset Management Co., Ltd.4080.00%$12K—
229Essential Partners LLC3970.00%$12K-358 (-47.4%)
230LOS ANGELES CAPITAL MANAGEMENT LLC3790.00%$11K—
231Parallel Advisors, LLC3330.00%$10K+6 (+1.8%)
232Rockefeller Capital Management L.P.2790.00%$8KNEW
233ROTHSCHILD INVESTMENT LLC2580.00%$8K+47 (+22.3%)
234FIRST HORIZON CORP2320.00%$7K—
235Synergy Investment Management, LLC2160.00%$7KNEW
236Quarry LP1800.00%$5K+77 (+74.8%)
237WPG Advisers, LLC1790.00%$5K—
238Fortitude Family Office, LLC1350.00%$4KNEW
239S&T Bank/PA1270.00%$4K+72 (+130.9%)
240SJS Investment Consulting Inc.1130.00%$3KNEW
241Rossby Financial, LCC1120.00%$3K—
242Larson Financial Group LLC1100.00%$3K+61 (+124.5%)
243AMERIFLEX GROUP, INC.1070.00%$3KNEW
244MassMutual Private Wealth & Trust, FSB1050.00%$3K—
245HARBOUR INVESTMENTS, INC.1030.00%$3K-53 (-34.0%)
246ASSETMARK, INC860.00%$3K+39 (+83.0%)
247Clearstead Advisors, LLC630.00%$2KNEW
248Bare Financial Services, Inc610.00%$2K—
249Grove Bank & Trust600.00%$2K-134 (-69.1%)
250Valued Wealth Advisors LLC330.00%$974NEW
Exited since 2026-03-31 (30 filers; largest 25 shown)
Thrivent Financial for Lutherans−133,981
JANUS HENDERSON GROUP PLC−131,739
JANE STREET GROUP, LLC−116,730
DARK FOREST CAPITAL MANAGEMENT LP−61,401
GSA CAPITAL PARTNERS LLP−28,542
Amundi−24,166
Tidal Investments LLC−20,548
BAYVIEW ASSET MANAGEMENT, LLC−20,000
EVOKE WEALTH, LLC−19,844
OXFORD ASSET MANAGEMENT LLP−18,971
Focus Partners Wealth−16,268
CWM, LLC−15,425
Black Maple Capital Management LP−15,359
Kestra Advisory Services, LLC−14,769
BOKF, NA−14,017
Jefferies Financial Group Inc.−13,710
EP Wealth Advisors, LLC−12,127
Holocene Advisors, LP−11,865
Prime Capital Investment Advisors, LLC−10,782
EMERALD MUTUAL FUND ADVISERS TRUST−7,000
EMERALD ADVISERS, LLC−1,309
Cassaday & Co Wealth Management LLC−750
MBM WEALTH CONSULTANTS, LLC−319
Root Financial Partners, LLC−164
Sapience Investments, LLC−91

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 personFormFiledEventShares% of class
Wellington Group Holdings LLPSCHEDULE 13G/A2026-08-132026-06-304,866,0395.8%
Wellington Investment Advisors Holdings LLPSCHEDULE 13G/A2026-08-132026-06-304,866,0395.8%
Wellington Management Company LLPSCHEDULE 13G/A2026-08-132026-06-304,866,0395.8%
Wellington Management Group LLPSCHEDULE 13G/A2026-08-132026-06-304,866,0395.8%
The Vanguard GroupSCHEDULE 13G/A2026-03-262026-03-1300%
BlackRock, Inc.SCHEDULE 13G/A2025-04-242025-03-316,487,9167.2%

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.