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.

NEW JERSEY RESOURCES CORP

CIK 0000356309NJR· quarter ending 2026-06-30

Shares outstanding

101,467,946

as of 2026-07-31 · 10-Q cover page, filed 2026-08-04

Held by 13F filers

80,649,613

79.5% of shares outstanding

Holders

460

+21 vs 2026-03-31 · 68 new, 47 exited

Value

$4.5B

shares +6.0% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-04, as of 2026-07-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	NJR · NYSE	101,467,946	80,649,613	79.5%	460	646025106

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
	646025106	Stock	460	80,649,613	101,467,946	79.5%	$4.5B	2 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 (250 of 460 · 646025106)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	17,993,218	17.73%	$1.0B	+611,379 (+3.5%)
2	VANGUARD PORTFOLIO MANAGEMENT LLC	6,342,251	6.25%	$355.4M	+469,688 (+8.0%)
3	STATE STREET CORP	5,418,885	5.34%	$306.1M	+343,537 (+6.8%)
4	VANGUARD CAPITAL MANAGEMENT LLC	4,542,869	4.48%	$254.6M	+40,591 (+0.9%)
5	DIMENSIONAL FUND ADVISORS LP	4,313,917	4.25%	$241.8M	+172,587 (+4.2%)
6	GEODE CAPITAL MANAGEMENT, LLC	3,094,446	3.05%	$173.4M	+492,943 (+18.9%)
7	WELLS FARGO & COMPANY/MN	2,343,079	2.31%	$131.3M	-125,511 (-5.1%)
8	AQR CAPITAL MANAGEMENT LLC	1,887,829	1.86%	$105.8M	+723,414 (+62.1%)
9	MORGAN STANLEY	1,699,371	1.67%	$95.2M	+394,480 (+30.2%)
10	NEUBERGER BERMAN GROUP LLC	1,611,450	1.59%	$90.4M	+97,671 (+6.5%)
11	Energy Income Partners, LLC	1,402,434	1.38%	$78.6M	-13,567 (-1.0%)
12	NORTHERN TRUST CORP	1,352,798	1.33%	$75.8M	+57,791 (+4.5%)
13	NORGES BANK	1,251,671	1.23%	$70.1M	NEW
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,200,806	1.18%	$67.3M	+4,922 (+0.4%)
15	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	1,101,347	1.09%	$61.7M	-9,405 (-0.8%)
16	JPMORGAN CHASE & CO	1,062,877	1.05%	$60.8M	+421,542 (+65.7%)
17	Bank of New York Mellon Corp	1,030,009	1.02%	$57.7M	-33,075 (-3.1%)
18	VICTORY CAPITAL MANAGEMENT INC	854,608	0.84%	$47.9M	+226,299 (+36.0%)
19	FMR LLC	846,227	0.83%	$47.4M	+47,696 (+6.0%)
20	ROYAL LONDON ASSET MANAGEMENT LTD	830,283	0.82%	$46.5M	-9,869 (-1.2%)
21	Bragg Financial Advisors, Inc	803,472	0.79%	$45.0M	+50,039 (+6.6%)
22	FIRST TRUST ADVISORS LP	803,138	0.79%	$45.0M	-122,066 (-13.2%)
23	VANGUARD FIDUCIARY TRUST CO	672,636	0.66%	$37.7M	+18,049 (+2.8%)
24	ProShare Advisors LLC	625,515	0.62%	$35.1M	-47,337 (-7.0%)
25	Caisse de depot et placement du Quebec	533,628	0.53%	$29.9M	NEW
26	UBS Group AG	471,597	0.46%	$26.4M	+9,467 (+2.0%)
27	Invesco Ltd.	454,440	0.45%	$25.5M	-54,058 (-10.6%)
28	GOLDMAN SACHS GROUP INC	429,424	0.42%	$24.1M	-142,051 (-24.9%)
29	BANK OF AMERICA CORP /DE/	403,784	0.40%	$22.6M	+26,407 (+7.0%)
30	CONFLUENCE INVESTMENT MANAGEMENT LLC	387,609	0.38%	$21.7M	-29,349 (-7.0%)
31	Qube Research & Technologies Ltd	386,047	0.38%	$21.6M	-28,767 (-6.9%)
32	Nuveen, LLC	344,595	0.34%	$19.3M	+27,834 (+8.8%)
33	RHUMBLINE ADVISERS	344,316	0.34%	$19.3M	+8,206 (+2.4%)
34	ALGERT GLOBAL LLC	326,349	0.32%	$18.3M	+160,110 (+96.3%)
35	Legal & General Group Plc	313,053	0.31%	$17.5M	+21,142 (+7.2%)
36	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	308,305	0.30%	$17.3M	+5,341 (+1.8%)
37	SEGALL BRYANT & HAMILL, LLC	304,155	0.30%	$17.0M	-9,740 (-3.1%)
38	Sourcerock Group LLC	289,573	0.29%	$16.2M	-60,299 (-17.2%)
39	WELLINGTON MANAGEMENT GROUP LLP	275,348	0.27%	$15.4M	-10,655 (-3.7%)
40	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	249,202	0.25%	$14.0M	-7,170 (-2.8%)
41	PRINCIPAL FINANCIAL GROUP INC	230,222	0.23%	$12.9M	+3,587 (+1.6%)
42	Janney Montgomery Scott LLC	228,231	0.22%	$12.8M	-19,572 (-7.9%)
43	California Public Employees Retirement System	225,894	0.22%	$12.7M	-49,667 (-18.0%)
44	GLENMEDE TRUST CO NA	221,730	0.22%	$12.4M	-20,677 (-8.5%)
45	EXCHANGE TRADED CONCEPTS, LLC	209,032	0.21%	$11.7M	-50,586 (-19.5%)
46	ALLIANCEBERNSTEIN L.P.	207,363	0.20%	$11.4M	+6,379 (+3.2%)
47	Aptus Capital Advisors, LLC	204,552	0.20%	$11.5M	+1,241 (+0.6%)
48	Swiss National Bank	202,400	0.20%	$11.3M	+3,000 (+1.5%)
49	Allianz Asset Management GmbH	199,226	0.20%	$11.2M	+37,408 (+23.1%)
50	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	193,937	0.19%	$10.9M	+14,512 (+8.1%)
51	TWO SIGMA INVESTMENTS, LP	190,414	0.19%	$10.7M	-267,057 (-58.4%)
52	Clear Harbor Asset Management, LLC	183,872	0.18%	$10.3M	+3,131 (+1.7%)
53	STIFEL FINANCIAL CORP	183,864	0.18%	$10.3M	-5,098 (-2.7%)
54	MATTERN CAPITAL MANAGEMENT, LLC	174,671	0.17%	$9.8M	-5,345 (-3.0%)
55	RAYMOND JAMES FINANCIAL INC	158,052	0.16%	$8.9M	+11,770 (+8.0%)
56	SG Americas Securities, LLC	155,322	0.15%	$8.7M	+60,386 (+63.6%)
57	MetLife Investment Management, LLC	152,063	0.15%	$8.5M	+5,137 (+3.5%)
58	AMERIPRISE FINANCIAL INC	148,870	0.15%	$8.3M	+7,380 (+5.2%)
59	AMERICAN CENTURY COMPANIES INC	147,590	0.15%	$8.3M	-59,305 (-28.7%)
60	PRUDENTIAL FINANCIAL INC	146,755	0.14%	$8.2M	+82,340 (+127.8%)
61	CANADA LIFE ASSURANCE Co	139,876	0.14%	$7.8M	+4,029 (+3.0%)
62	CITIGROUP INC	138,481	0.14%	$7.8M	+93,887 (+210.5%)
63	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	133,516	0.13%	$7.5M	+10,673 (+8.7%)
64	PRICE T ROWE ASSOCIATES INC /MD/	130,441	0.13%	$7.3M	+19,275 (+17.3%)
65	ExodusPoint Capital Management, LP	130,064	0.13%	$7.3M	+81,533 (+168.0%)
66	DEUTSCHE BANK AG\	129,043	0.13%	$7.2M	-6,170 (-4.6%)
67	MARTINGALE ASSET MANAGEMENT L P	125,036	0.12%	$7.0M	+51,481 (+70.0%)
68	BENJAMIN EDWARDS INC	120,576	0.12%	$6.8M	-8,324 (-6.5%)
69	CAPTRUST FINANCIAL ADVISORS	117,768	0.12%	$6.6M	+7,065 (+6.4%)
70	CAPITAL FUND MANAGEMENT S.A.	117,503	0.12%	$6.6M	-28,163 (-19.3%)
71	ENVESTNET ASSET MANAGEMENT INC	117,156	0.12%	$6.6M	+2,658 (+2.3%)
72	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	115,899	0.11%	$6.5M	+3,359 (+3.0%)
73	JOHN G ULLMAN & ASSOCIATES INC	109,960	0.11%	$6.2M	-7,300 (-6.2%)
74	HENNESSY ADVISORS INC	109,934	0.11%	$6.2M	+3,800 (+3.6%)
75	Retirement Systems of Alabama	104,382	0.10%	$5.8M	-19,248 (-15.6%)
76	SEI INVESTMENTS CO	100,601	0.10%	$5.6M	+8,358 (+9.1%)
77	Maryland State Retirement & Pension System	95,686	0.09%	$5.4M	+5,226 (+5.8%)
78	MANUFACTURERS LIFE INSURANCE COMPANY, THE	94,990	0.09%	$5.3M	-283 (-0.3%)
79	Russell Investments Group, Ltd.	93,667	0.09%	$5.3M	+47,773 (+104.1%)
80	FRANKLIN RESOURCES INC	92,976	0.09%	$5.2M	-2,810 (-2.9%)
81	Cerity Partners LLC	92,558	0.09%	$5.2M	+24,118 (+35.2%)
82	LPL Financial LLC	91,023	0.09%	$5.1M	-3,117 (-3.3%)
83	PEREGRINE CAPITAL MANAGEMENT LLC	89,667	0.09%	$5.0M	-7,799 (-8.0%)
84	COMMONWEALTH EQUITY SERVICES, LLC	88,646	0.09%	$5.0M	-4,106 (-4.4%)
85	VANGUARD ASSET MANAGEMENT, Ltd	82,676	0.08%	$4.6M	+3,445 (+4.3%)
86	BARCLAYS PLC	80,807	0.08%	$4.5M	-136,727 (-62.9%)
87	NISA INVESTMENT ADVISORS, LLC	80,589	0.08%	$4.6M	+2,447 (+3.1%)
88	Susquehanna Portfolio Strategies, LLC	79,045	0.08%	$4.4M	+7,947 (+11.2%)
89	Thrivent Financial for Lutherans	78,158	0.08%	$4.4M	-7,760 (-9.0%)
90	Vanguard Investments Australia, Ltd.	78,116	0.08%	$4.4M	+5,719 (+7.9%)
91	LSV ASSET MANAGEMENT	76,780	0.08%	$4.3M	+45,400 (+144.7%)
92	ROYAL BANK OF CANADA	72,922	0.07%	$4.1M	+14,947 (+25.8%)
93	MACQUARIE GROUP LTD	71,231	0.07%	$4.0M	+644 (+0.9%)
94	Cetera Investment Advisers	68,440	0.07%	$3.8M	+10,764 (+18.7%)
95	Mariner, LLC	67,481	0.07%	$3.8M	+25,670 (+61.4%)
96	ALPS ADVISORS INC	66,213	0.07%	$3.7M	+1,949 (+3.0%)
97	MILLENNIUM MANAGEMENT LLC	63,839	0.06%	$3.6M	+35,663 (+126.6%)
98	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	62,891	0.06%	$3.7M	-1,651 (-2.6%)
99	BOOTHBAY FUND MANAGEMENT, LLC	61,426	0.06%	$3.4M	-16,838 (-21.5%)
100	KLP KAPITALFORVALTNING AS	61,300	0.06%	$3.5M	+17,200 (+39.0%)
101	HSBC HOLDINGS PLC	60,652	0.06%	$3.4M	+4,116 (+7.3%)
102	Bridgewater Associates, LP	59,048	0.06%	$3.3M	NEW
103	Convergence Investment Partners, LLC	56,576	0.06%	$3.2M	NEW
104	Zurcher Kantonalbank (Zurich Cantonalbank)	55,690	0.05%	$3.1M	+3,075 (+5.8%)
105	BNP PARIBAS FINANCIAL MARKETS	53,970	0.05%	$3.0M	-9,454 (-14.9%)
106	Advisory Services Network, LLC	52,656	0.05%	$3.0M	-700 (-1.3%)
107	Inspire Investing, LLC	52,421	0.05%	$2.9M	+42,760 (+442.6%)
108	STATE OF WISCONSIN INVESTMENT BOARD	52,386	0.05%	$2.9M	-1,126 (-2.1%)
109	State of Tennessee, Department of Treasury	51,623	0.05%	$2.9M	-929 (-1.8%)
110	&PARTNERS	51,454	0.05%	$2.9M	+22,283 (+76.4%)
111	Ensign Peak Advisors, Inc	50,405	0.05%	$2.8M	+49,582 (+6024.5%)
112	XTX Topco Ltd	50,297	0.05%	$2.8M	NEW
113	Elo Mutual Pension Insurance Co	48,158	0.05%	$2.7M	+20,652 (+75.1%)
114	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	47,421	0.05%	$2.7M	-17 (-0.0%)
115	Ilex Capital Partners (UK) LLP	47,385	0.05%	$2.7M	NEW
116	FARMERS & MERCHANTS INVESTMENTS INC	47,255	0.05%	$2.6M	+47,170 (+55494.1%)
117	Jupiter Topco LLC	45,299	0.04%	$2.5M	NEW
118	Pictet Asset Management Holding SA	44,579	0.04%	$2.5M	+26,395 (+145.2%)
119	JANE STREET GROUP, LLC	44,269	0.04%	$2.5M	-87,614 (-66.4%)
120	VAN ECK ASSOCIATES CORP	43,536	0.04%	$2.4M	+3,586 (+9.0%)
121	IEQ CAPITAL, LLC	43,205	0.04%	$2.4M	+29,585 (+217.2%)
122	AMALGAMATED BANK	42,903	0.04%	$2.4M	-701 (-1.6%)
123	BANK OF MONTREAL /CAN/	42,890	0.04%	$2.4M	+1,089 (+2.6%)
124	Horizon Investments, LLC	42,648	0.04%	$2.4M	+666 (+1.6%)
125	Creative Planning	41,222	0.04%	$2.3M	+16,049 (+63.8%)
126	PNC Financial Services Group, Inc.	40,629	0.04%	$2.3M	-2,247 (-5.2%)
127	Quantinno Capital Management LP	40,241	0.04%	$2.3M	+16,712 (+71.0%)
128	Amundi	40,056	0.04%	$2.2M	+24,617 (+159.4%)
129	Vanguard Global Advisers, LLC	38,777	0.04%	$2.2M	-2,215 (-5.4%)
130	TD Asset Management Inc	37,300	0.04%	$2.1M	+4,500 (+13.7%)
131	PEAPACK GLADSTONE FINANCIAL CORP	37,026	0.04%	$2.1M	+144 (+0.4%)
132	Nicholson Wealth Management Group, LLC	36,577	0.04%	$2.0M	-1,810 (-4.7%)
133	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	36,472	0.04%	$2.0M	-2,174 (-5.6%)
134	NEW YORK STATE COMMON RETIREMENT FUND	36,220	0.04%	$2.0M	+3,700 (+11.4%)
135	Corient Private Wealth LP	36,059	0.04%	$2.0M	-21,896 (-37.8%)
136	Kestra Investment Management, LLC	35,977	0.04%	$2.0M	+18,609 (+107.1%)
137	GREENWOOD CAPITAL ASSOCIATES LLC	35,623	0.04%	$2.0M	-314 (-0.9%)
138	Man Group plc	33,666	0.03%	$1.9M	-56,157 (-62.5%)
139	L2 Asset Management, LLC	33,523	0.03%	$1.9M	-15,144 (-31.1%)
140	Universal- Beteiligungs- und Servicegesellschaft mbH	32,736	0.03%	$1.8M	-2,793 (-7.9%)
141	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	32,346	0.03%	$1.8M	—
142	State of New Jersey Common Pension Fund D	32,207	0.03%	$1.8M	-10,330 (-24.3%)
143	Steward Partners Investment Advisory, LLC	30,981	0.03%	$1.7M	+333 (+1.1%)
144	Empirical Asset Management, LLC	30,647	0.03%	$1.7M	+133 (+0.4%)
145	Police & Firemen's Retirement System of New Jersey	30,374	0.03%	$1.7M	+2,789 (+10.1%)
146	Louisiana State Employees Retirement System	29,500	0.03%	$1.7M	+300 (+1.0%)
147	MERCER GLOBAL ADVISORS INC /ADV	29,338	0.03%	$1.6M	+12,281 (+72.0%)
148	South Dakota Investment Council	28,758	0.03%	$1.6M	-1,000 (-3.4%)
149	Jacobi Capital Management LLC	28,505	0.03%	$1.6M	-289 (-1.0%)
150	Brevan Howard Capital Management LP	28,183	0.03%	$1.6M	NEW
151	Ameritas Investment Partners, Inc.	28,159	0.03%	$1.6M	+1,139 (+4.2%)
152	ARIZONA STATE RETIREMENT SYSTEM	27,826	0.03%	$1.6M	+154 (+0.6%)
153	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	27,758	0.03%	$1.6M	—
154	YOUSIF CAPITAL MANAGEMENT, LLC	27,750	0.03%	$1.6M	-1,732 (-5.9%)
155	MOSAIC FAMILY WEALTH PARTNERS, LLC	27,521	0.03%	$1.5M	NEW
156	ALLSTATE CORP	27,307	0.03%	$1.5M	+329 (+1.2%)
157	FIFTH THIRD BANCORP	27,108	0.03%	$1.5M	-1,698 (-5.9%)
158	Cambridge Investment Research Advisors, Inc.	26,860	0.03%	$1.5M	+16,483 (+158.8%)
159	Hennion & Walsh Asset Management, Inc.	26,450	0.03%	$1.5M	-1,284 (-4.6%)
160	HighTower Advisors, LLC	26,354	0.03%	$1.5M	-1,274 (-4.6%)
161	INTECH INVESTMENT MANAGEMENT LLC	25,885	0.03%	$1.5M	-2,129 (-7.6%)
162	OSAIC HOLDINGS, INC.	25,680	0.03%	$1.4M	+5,601 (+27.9%)
163	SUSQUEHANNA INTERNATIONAL GROUP, LLP	25,601	0.03%	$1.4M	-36,543 (-58.8%)
164	Federation des caisses Desjardins du Quebec	24,965	0.02%	$1.4M	+162 (+0.7%)
165	Trexquant Investment LP	24,550	0.02%	$1.4M	-46,201 (-65.3%)
166	Sciencast Management LP	23,992	0.02%	$1.3M	NEW
167	STATE OF MICHIGAN RETIREMENT SYSTEM	23,585	0.02%	$1.3M	-700 (-2.9%)
168	BRIDGEWAY CAPITAL MANAGEMENT, LLC	23,000	0.02%	$1.3M	—
169	Quadrature Capital Ltd	22,839	0.02%	$1.3M	NEW
170	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	22,701	0.02%	$1.3M	+109 (+0.5%)
171	Alchemi Wealth, LLC	21,601	0.02%	$1.2M	—
172	PINNACLE ASSOCIATES LTD	21,411	0.02%	$1.2M	-94 (-0.4%)
173	FARMERS & MERCHANTS TRUST Co OF LONG BEACH	21,000	0.02%	$1.2M	—
174	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	20,829	0.02%	$1.2M	+100 (+0.5%)
175	Jefferies Financial Group Inc.	20,453	0.02%	$1.1M	NEW
176	Polymer Capital Management (US) LLC	20,000	0.02%	$1.1M	—
177	UNITED CAPITAL FINANCIAL ADVISORS, LLC	19,856	0.02%	$1.1M	-6,978 (-26.0%)
178	NEW MEXICO EDUCATIONAL RETIREMENT BOARD	19,800	0.02%	$1.1M	—
179	VOYA INVESTMENT MANAGEMENT LLC	19,542	0.02%	$1.1M	+2,177 (+12.5%)
180	STRS OHIO	19,500	0.02%	$1.1M	+11,400 (+140.7%)
181	Mirae Asset Global Investments Co., Ltd.	18,718	0.02%	$1.0M	NEW
182	ICW Investment Advisors LLC	18,704	0.02%	$1.0M	-76 (-0.4%)
183	WEDBUSH SECURITIES INC	18,371	0.02%	$1.0M	-569 (-3.0%)
184	COMMERCE BANK	17,966	0.02%	$1.0M	—
185	NATIXIS ADVISORS, LLC	17,892	0.02%	$1.0M	+2,145 (+13.6%)
186	Legacy Advisors, LLC	17,873	0.02%	$1.0M	—
187	Shore Point Advisors, LLC	17,099	0.02%	$958K	+1,134 (+7.1%)
188	denkapparat Operations GmbH	17,024	0.02%	$954K	+11,822 (+227.3%)
189	Pinnacle Wealth Management Advisory Group, LLC	16,970	0.02%	$951K	-219 (-1.3%)
190	ICON ADVISERS INC/CO	16,700	0.02%	$936K	-3,000 (-15.2%)
191	Sanctuary Advisors, LLC	16,195	0.02%	$908K	+91 (+0.6%)
192	XPONANCE LLC	15,800	0.02%	$885K	+715 (+4.7%)
193	MOODY NATIONAL BANK TRUST DIVISION	15,707	0.02%	$880K	—
194	INCEPTIONR LLC	15,539	0.02%	$871K	NEW
195	CAPSTONE INVESTMENT ADVISORS, LLC	15,195	0.01%	$852K	+1,438 (+10.5%)
196	Vise Technologies, Inc.	14,914	0.01%	$836K	+6,382 (+74.8%)
197	TEACHER RETIREMENT SYSTEM OF TEXAS	14,909	0.01%	$836K	+4,978 (+50.1%)
198	QUADRANT CAPITAL GROUP LLC	14,809	0.01%	$830K	-153 (-1.0%)
199	Allworth Financial LP	14,805	0.01%	$830K	+1,081 (+7.9%)
200	REAVES W H & CO INC	14,603	0.01%	$818K	-12 (-0.1%)
201	Vanguard Personalized Indexing Management, LLC	14,134	0.01%	$792K	+1,352 (+10.6%)
202	Massar Capital Management, LP	14,006	0.01%	$785K	NEW
203	GABELLI FUNDS LLC	14,000	0.01%	$785K	—
204	MACKENZIE FINANCIAL CORP	13,646	0.01%	$765K	NEW
205	Invst, LLC	13,531	0.01%	$758K	-559 (-4.0%)
206	State of Alaska, Department of Revenue	13,114	0.01%	$734K	-257 (-1.9%)
207	Mitsubishi UFJ Trust & Banking Corp	12,727	0.01%	$713K	+3,541 (+38.5%)
208	Pathstone Holdings, LLC	12,216	0.01%	$685K	+2,346 (+23.8%)
209	Y-Intercept (Hong Kong) Ltd	11,772	0.01%	$660K	+6,331 (+116.4%)
210	Arkadios Wealth Advisors	11,769	0.01%	$660K	-420 (-3.4%)
211	SPIRIT OF AMERICA MANAGEMENT CORP/NY	11,650	0.01%	$653K	—
212	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	11,513	0.01%	$645K	-3,633 (-24.0%)
213	Pacer Advisors, Inc.	11,267	0.01%	$631K	-627 (-5.3%)
214	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	10,733	0.01%	$601K	-20,859 (-66.0%)
215	Smallwood Wealth Investment Management, LLC	10,646	0.01%	$597K	+14 (+0.1%)
216	Lansforsakringar Fondforvaltning AB (publ)	10,159	0.01%	$569K	-2,967 (-22.6%)
217	Bleakley Financial Group, LLC	10,019	0.01%	$561K	NEW
218	MIRABELLA FINANCIAL SERVICES LLP	9,991	0.01%	$560K	+6,341 (+173.7%)
219	Equitable Holdings, Inc.	9,843	0.01%	$552K	NEW
220	Swiss Life Asset Management Ltd	9,799	0.01%	$549K	+3,109 (+46.5%)
221	Focus Partners Wealth	9,731	0.01%	$545K	+2,164 (+28.6%)
222	FEDERATED HERMES, INC.	9,679	0.01%	$542K	-46 (-0.5%)
223	Connor, Clark & Lunn Investment Management Ltd.	9,662	0.01%	$541K	NEW
224	Odyssean, LLC	9,659	0.01%	$541K	—
225	Perigon Wealth Management, LLC	9,653	0.01%	$541K	+1,386 (+16.8%)
226	Integrated Wealth Concepts LLC	9,535	0.01%	$534K	-1,704 (-15.2%)
227	Allspring Global Investments Holdings, LLC	9,506	0.01%	$534K	+819 (+9.4%)
228	Wealth Quarterback LLC	9,482	0.01%	$531K	-396 (-4.0%)
229	AE Wealth Management LLC	9,470	0.01%	$531K	+419 (+4.6%)
230	Summit Global Investments	9,165	0.01%	$514K	—
231	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	9,146	0.01%	$513K	+916 (+11.1%)
232	CHOREO, LLC	9,053	0.01%	$512K	-56 (-0.6%)
233	Douglass Winthrop Advisors, LLC	9,000	0.01%	$504K	—
234	Bedel Financial Consulting, Inc.	8,982	0.01%	$503K	+23 (+0.3%)
235	Summit Financial, LLC	8,978	0.01%	$507K	-87 (-1.0%)
236	STRATEGY ASSET MANAGERS LLC	8,951	0.01%	$502K	-283 (-3.1%)
237	FOX RUN MANAGEMENT, L.L.C.	8,732	0.01%	$489K	NEW
238	HANTZ FINANCIAL SERVICES, INC.	8,714	0.01%	$488K	+1,582 (+22.2%)
239	CHARTIST INC /CA/	8,480	0.01%	$475K	—
240	Tower Research Capital LLC (TRC)	8,349	0.01%	$468K	-2,182 (-20.7%)
241	Orion Porfolio Solutions, LLC	8,318	0.01%	$466K	+1,202 (+16.9%)
242	MGO ONE SEVEN LLC	8,241	0.01%	$462K	+24 (+0.3%)
243	NewEdge Advisors, LLC	8,085	0.01%	$453K	+4,383 (+118.4%)
244	Hilltop Holdings Inc.	8,021	0.01%	$449K	+605 (+8.2%)
245	Groupe la Francaise	7,872	0.01%	$441K	-634 (-7.5%)
246	Meeder Advisory Services, Inc.	7,837	0.01%	$439K	+43 (+0.6%)
247	Private Advisor Group, LLC	7,733	0.01%	$433K	-3,997 (-34.1%)
248	MAI Capital Management	7,672	0.01%	$431K	+3,515 (+84.6%)
249	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	7,650	0.01%	$429K	-5,196 (-40.4%)
250	Sequoia Financial Advisors, LLC	7,640	0.01%	$428K	+932 (+13.9%)

Exited since 2026-03-31 (47 filers; largest 25 shown)

MASSACHUSETTS FINANCIAL SERVICES CO /MA/	−655,430
HRT FINANCIAL LP	−134,439
Squarepoint Ops LLC	−93,303
Aventail Capital Group, LP	−92,234
Castellan Group	−88,321
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	−66,487
CITADEL ADVISORS LLC	−63,280
ADAGE CAPITAL PARTNERS GP, L.L.C.	−60,000
JANUS HENDERSON GROUP PLC	−42,964
World Investment Advisors	−41,810
Holocene Advisors, LP	−39,520
Fieldview Capital Management, LLC	−37,475
CWM, LLC	−19,636
OCCUDO QUANTITATIVE STRATEGIES LP	−16,707
iSAM Funds (UK) Ltd	−13,173
Schonfeld Strategic Advisors LLC	−12,775
Aigen Investment Management, LP	−10,951
SummitTX Capital, L.P.	−10,840
Aquatic Capital Management LLC	−9,958
Abacus Wealth Partners, LLC	−9,427
Brooklyn Investment Group	−9,090
Randall & Associates Wealth Management	−7,450
Freestone Grove Partners LP	−5,670
DGS Capital Management, LLC	−5,227
111 Capital	−4,967

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
STATE STREET CORPORATION	SCHEDULE 13G	2026-05-12	2026-03-31	5,075,348	5%
Vanguard Capital Management	SCHEDULE 13G	2026-04-30	2026-03-31	5,310,626	5.26%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-29	2026-03-31	5,911,422	5.86%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
BlackRock, Inc.	SCHEDULE 13G/A	2025-04-25	2025-03-31	15,358,414	15.3%

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.