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.

COMMUNITY FINANCIAL SYSTEM, INC.

CIK 0000723188CBU· quarter ending 2026-06-30

Shares outstanding

52,615,905

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

Held by 13F filers

41,039,597

78.0% of shares outstanding

Holders

280

+15 vs 2026-03-31 · 43 new, 28 exited

Value

$2.8B

shares +2.7% vs prior quarter

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

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	CBU · NYSE	52,615,905	41,039,597	78.0%	280	203607106

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
	203607106	COM	280	41,039,597	52,615,905	78.0%	$2.8B	1 call / 1 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 280 · 203607106)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	7,556,770	14.36%	$507.2M	+42,948 (+0.6%)
2	FMR LLC	3,678,108	6.99%	$246.9M	+651,736 (+21.5%)
3	VANGUARD PORTFOLIO MANAGEMENT LLC	3,549,062	6.75%	$238.2M	+23,302 (+0.7%)
4	NEUBERGER BERMAN GROUP LLC	3,456,640	6.57%	$232.0M	-258,785 (-7.0%)
5	STATE STREET CORP	3,313,651	6.30%	$223.9M	+163,311 (+5.2%)
6	VANGUARD CAPITAL MANAGEMENT LLC	2,364,665	4.49%	$158.7M	-9,474 (-0.4%)
7	DIMENSIONAL FUND ADVISORS LP	1,843,474	3.50%	$123.7M	+25,079 (+1.4%)
8	MORGAN STANLEY	1,682,284	3.20%	$112.9M	-178,802 (-9.6%)
9	GEODE CAPITAL MANAGEMENT, LLC	1,359,907	2.58%	$91.3M	+62,166 (+4.8%)
10	FEDERATED HERMES, INC.	738,531	1.40%	$49.6M	-16,270 (-2.2%)
11	NORTHERN TRUST CORP	657,590	1.25%	$44.1M	+37,078 (+6.0%)
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	635,278	1.21%	$42.6M	-3,733 (-0.6%)
13	NORGES BANK	567,244	1.08%	$38.1M	NEW
14	Bank of New York Mellon Corp	544,140	1.03%	$36.5M	+13,238 (+2.5%)
15	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	450,410	0.86%	$30.2M	NEW
16	Riggs Asset Managment Co. Inc.	411,432	0.78%	$27.6M	-5,724 (-1.4%)
17	SEGALL BRYANT & HAMILL, LLC	392,351	0.75%	$26.3M	+39,201 (+11.1%)
18	DEPRINCE RACE & ZOLLO INC	368,124	0.70%	$24.7M	-162,750 (-30.7%)
19	VANGUARD FIDUCIARY TRUST CO	356,833	0.68%	$24.0M	+11,196 (+3.2%)
20	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	321,017	0.61%	$21.5M	NEW
21	NFJ INVESTMENT GROUP, LLC	260,075	0.49%	$17.5M	-419,881 (-61.8%)
22	UBS Group AG	259,422	0.49%	$17.4M	+107,266 (+70.5%)
23	PRINCIPAL FINANCIAL GROUP INC	254,722	0.48%	$17.1M	-1,668 (-0.7%)
24	BANK OF AMERICA CORP /DE/	246,960	0.47%	$16.6M	-351,826 (-58.8%)
25	ADAGE CAPITAL PARTNERS GP, L.L.C.	236,766	0.45%	$15.9M	+160,000 (+208.4%)
26	GOLDMAN SACHS GROUP INC	203,518	0.39%	$13.7M	-321,043 (-61.2%)
27	TWO SIGMA INVESTMENTS, LP	191,639	0.36%	$12.9M	+95,274 (+98.9%)
28	Public Sector Pension Investment Board	180,584	0.34%	$12.1M	-7,898 (-4.2%)
29	Nuveen, LLC	152,535	0.29%	$10.2M	+21,050 (+16.0%)
30	Invesco Ltd.	143,338	0.27%	$9.6M	-3,374 (-2.3%)
31	SG Americas Securities, LLC	136,416	0.26%	$9.2M	+15,160 (+12.5%)
32	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	133,785	0.25%	$9.0M	NEW
33	RHUMBLINE ADVISERS	132,330	0.25%	$8.9M	-14,957 (-10.2%)
34	Legal & General Group Plc	124,793	0.24%	$8.4M	+133 (+0.1%)
35	AMERIPRISE FINANCIAL INC	124,496	0.24%	$8.4M	-2,844 (-2.2%)
36	ENVESTNET ASSET MANAGEMENT INC	123,878	0.24%	$8.3M	-3,580 (-2.8%)
37	Waldron Private Wealth LLC	122,062	0.23%	$8.2M	+9 (+0.0%)
38	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	118,329	0.22%	$7.9M	-1,961 (-1.6%)
39	JPMORGAN CHASE & CO	106,707	0.20%	$7.3M	-6,815 (-6.0%)
40	VICTORY CAPITAL MANAGEMENT INC	105,837	0.20%	$7.1M	-48,448 (-31.4%)
41	Swiss National Bank	105,400	0.20%	$7.1M	+1,200 (+1.2%)
42	CITADEL ADVISORS LLC	105,104	0.20%	$7.1M	+9,315 (+9.7%)
43	AMERICAN CENTURY COMPANIES INC	97,233	0.18%	$6.5M	+25,465 (+35.5%)
44	California Public Employees Retirement System	96,166	0.18%	$6.5M	+2,843 (+3.0%)
45	Russell Investments Group, Ltd.	94,264	0.18%	$6.3M	-592 (-0.6%)
46	Community Bank, N.A.	91,527	0.17%	$6.1M	-8,785 (-8.8%)
47	Hilton Capital Management, LLC	77,912	0.15%	$5.2M	+3,793 (+5.1%)
48	WELLS FARGO & COMPANY/MN	76,055	0.14%	$5.1M	+31,768 (+71.7%)
49	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	75,717	0.14%	$5.1M	-1,067 (-1.4%)
50	ANCHOR CAPITAL ADVISORS LLC	75,524	0.14%	$5.1M	+36,347 (+92.8%)
51	PRICE T ROWE ASSOCIATES INC /MD/	74,881	0.14%	$5.0M	+12,325 (+19.7%)
52	ALLIANCEBERNSTEIN L.P.	71,914	0.14%	$4.2M	+3,450 (+5.0%)
53	Sterling Capital Management LLC	68,056	0.13%	$4.6M	-2,372 (-3.4%)
54	AQR CAPITAL MANAGEMENT LLC	65,300	0.12%	$4.4M	+39,660 (+154.7%)
55	Jacobi Capital Management LLC	62,978	0.12%	$4.2M	+70 (+0.1%)
56	Janney Montgomery Scott LLC	61,427	0.12%	$4.1M	NEW
57	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	61,099	0.12%	$4.1M	+4,294 (+7.6%)
58	DEUTSCHE BANK AG\	56,551	0.11%	$3.8M	+8,464 (+17.6%)
59	LOGAN CAPITAL MANAGEMENT INC	56,000	0.11%	$3.8M	NEW
60	PRUDENTIAL FINANCIAL INC	54,462	0.10%	$3.7M	+575 (+1.1%)
61	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	50,129	0.10%	$3.3M	+7,809 (+18.5%)
62	VANGUARD ASSET MANAGEMENT, Ltd	49,360	0.09%	$3.3M	+3,023 (+6.5%)
63	CITIGROUP INC	47,825	0.09%	$3.2M	+12,924 (+37.0%)
64	STIFEL FINANCIAL CORP	43,276	0.08%	$2.9M	-8,043 (-15.7%)
65	LPL Financial LLC	43,259	0.08%	$2.9M	+5,561 (+14.8%)
66	CANADA LIFE ASSURANCE Co	43,070	0.08%	$2.9M	-1,713 (-3.8%)
67	Tidal Investments LLC	42,287	0.08%	$2.8M	-6,183 (-12.8%)
68	Ausbil Investment Management Ltd	41,188	0.08%	$2.8M	+18,215 (+79.3%)
69	XTX Topco Ltd	36,622	0.07%	$2.5M	+21,229 (+137.9%)
70	Thrivent Financial for Lutherans	34,827	0.07%	$2.3M	-653 (-1.8%)
71	State of New Jersey Common Pension Fund D	34,754	0.07%	$2.3M	—
72	LAZARD ASSET MANAGEMENT LLC	32,240	0.06%	$2.2M	+8,563 (+36.2%)
73	FIRST TRUST ADVISORS LP	31,601	0.06%	$2.1M	-29,992 (-48.7%)
74	MetLife Investment Management, LLC	31,170	0.06%	$2.1M	+2,258 (+7.8%)
75	Illinois Municipal Retirement Fund	27,268	0.05%	$1.8M	-911 (-3.2%)
76	MANUFACTURERS LIFE INSURANCE COMPANY, THE	26,480	0.05%	$1.8M	+2,344 (+9.7%)
77	CANANDAIGUA NATIONAL BANK & TRUST CO	26,105	0.05%	$1.8M	NEW
78	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	24,673	0.05%	$1.7M	-190 (-0.8%)
79	Quantinno Capital Management LP	23,500	0.04%	$1.6M	+2,939 (+14.3%)
80	Jupiter Topco LLC	23,412	0.04%	$1.6M	NEW
81	Cetera Investment Advisers	23,379	0.04%	$1.6M	-273 (-1.2%)
82	Louisiana State Employees Retirement System	23,000	0.04%	$1.5M	-400 (-1.7%)
83	ROYAL BANK OF CANADA	22,844	0.04%	$1.5M	+1,054 (+4.8%)
84	SEI INVESTMENTS CO	22,272	0.04%	$1.5M	-31,952 (-58.9%)
85	Corient Private Wealth LP	21,965	0.04%	$1.5M	+2,205 (+11.2%)
86	BERKSHIRE ASSET MANAGEMENT LLC/PA	21,522	0.04%	$1.4M	+8 (+0.0%)
87	MOODY NATIONAL BANK TRUST DIVISION	20,547	0.04%	$1.4M	+3,282 (+19.0%)
88	Vanguard Global Advisers, LLC	20,462	0.04%	$1.4M	-635 (-3.0%)
89	Rafferty Asset Management, LLC	20,167	0.04%	$1.4M	-7,909 (-28.2%)
90	COMMONWEALTH EQUITY SERVICES, LLC	20,167	0.04%	$1.4M	+550 (+2.8%)
91	MML INVESTORS SERVICES, LLC	20,131	0.04%	$1.4M	+5,645 (+39.0%)
92	Alliance Wealth Advisors, LLC	19,775	0.04%	$1.3M	-1,050 (-5.0%)
93	OSAIC HOLDINGS, INC.	19,633	0.04%	$1.3M	+7,685 (+64.3%)
94	State of Alaska, Department of Revenue	19,565	0.04%	$1.3M	-8,689 (-30.8%)
95	NEW YORK STATE COMMON RETIREMENT FUND	19,449	0.04%	$1.3M	+1,500 (+8.4%)
96	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	18,874	0.04%	$1.3M	NEW
97	Cerity Partners LLC	17,086	0.03%	$1.1M	+209 (+1.2%)
98	HighTower Advisors, LLC	16,777	0.03%	$1.1M	-2,342 (-12.2%)
99	Atria Investments, Inc	16,747	0.03%	$1.1M	-2,248 (-11.8%)
100	RAYMOND JAMES FINANCIAL INC	16,727	0.03%	$1.1M	-3,459 (-17.1%)
101	Zurcher Kantonalbank (Zurich Cantonalbank)	16,707	0.03%	$1.1M	—
102	Handelsbanken Fonder AB	16,216	0.03%	$1.1M	—
103	Police & Firemen's Retirement System of New Jersey	15,802	0.03%	$1.1M	+1,759 (+12.5%)
104	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	15,082	0.03%	$1.0M	—
105	ARIZONA STATE RETIREMENT SYSTEM	14,497	0.03%	$973K	+36 (+0.2%)
106	MERCER GLOBAL ADVISORS INC /ADV	14,441	0.03%	$969K	+2,379 (+19.7%)
107	AMALGAMATED BANK	14,144	0.03%	$949K	-1,033 (-6.8%)
108	YOUSIF CAPITAL MANAGEMENT, LLC	14,091	0.03%	$946K	+19 (+0.1%)
109	NISA INVESTMENT ADVISORS, LLC	13,805	0.03%	$933K	-2,683 (-16.3%)
110	FIFTH THIRD BANCORP	13,791	0.03%	$926K	-2,631 (-16.0%)
111	BNP PARIBAS FINANCIAL MARKETS	13,650	0.03%	$916K	+2,096 (+18.1%)
112	Universal- Beteiligungs- und Servicegesellschaft mbH	13,618	0.03%	$914K	+3,131 (+29.9%)
113	NATIXIS ADVISORS, LLC	13,376	0.03%	$897K	+1,938 (+16.9%)
114	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	13,297	0.03%	$892K	—
115	LEVEL FOUR ADVISORY SERVICES, LLC	12,766	0.02%	$857K	-389 (-3.0%)
116	BARCLAYS PLC	12,648	0.02%	$849K	-10,688 (-45.8%)
117	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	12,463	0.02%	$837K	-565 (-4.3%)
118	TRUIST FINANCIAL CORP	12,421	0.02%	$834K	-152 (-1.2%)
119	Vanguard Investments Australia, Ltd.	12,320	0.02%	$827K	—
120	State of Tennessee, Department of Treasury	12,286	0.02%	$825K	—
121	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	11,935	0.02%	$801K	-100 (-0.8%)
122	Fiduciary Trust Co	11,832	0.02%	$794K	+2,792 (+30.9%)
123	Fulton Bank, N.A.	11,817	0.02%	$793K	+925 (+8.5%)
124	KLP KAPITALFORVALTNING AS	11,700	0.02%	$790K	—
125	INTECH INVESTMENT MANAGEMENT LLC	11,405	0.02%	$766K	-16,372 (-58.9%)
126	Meridian Wealth Partners, LLC	10,890	0.02%	$731K	—
127	Susquehanna Portfolio Strategies, LLC	10,754	0.02%	$722K	-22,557 (-67.7%)
128	Gallagher Fiduciary Advisors, LLC	10,734	0.02%	$720K	-189 (-1.7%)
129	TRUST CO OF VERMONT	10,691	0.02%	$718K	NEW
130	BENJAMIN EDWARDS INC	10,321	0.02%	$693K	+578 (+5.9%)
131	Inspire Investing, LLC	10,167	0.02%	$682K	+1,407 (+16.1%)
132	SUSQUEHANNA INTERNATIONAL GROUP, LLP	10,156	0.02%	$682K	-25,898 (-71.8%)
133	VOYA INVESTMENT MANAGEMENT LLC	10,117	0.02%	$679K	+855 (+9.2%)
134	FRANKLIN RESOURCES INC	10,068	0.02%	$676K	-637 (-6.0%)
135	Cambridge Investment Research Advisors, Inc.	8,790	0.02%	$590K	+2,030 (+30.0%)
136	Strategic Financial Services, Inc.	8,686	0.02%	$583K	—
137	QRG CAPITAL MANAGEMENT, INC.	8,678	0.02%	$582K	+947 (+12.2%)
138	PNC Financial Services Group, Inc.	8,558	0.02%	$574K	+77 (+0.9%)
139	Hanson & Doremus Investment Management	8,446	0.02%	$567K	+877 (+11.6%)
140	Aquatic Capital Management LLC	8,163	0.02%	$548K	NEW
141	Freestone Grove Partners LP	8,086	0.02%	$543K	+674 (+9.1%)
142	Pictet Asset Management Holding SA	7,973	0.02%	$535K	—
143	Amundi	7,783	0.01%	$522K	-1,189 (-13.3%)
144	Mariner, LLC	7,755	0.01%	$521K	NEW
145	Maryland State Retirement & Pension System	7,674	0.01%	$515K	—
146	ProShare Advisors LLC	7,628	0.01%	$512K	-105,851 (-93.3%)
147	Schonfeld Strategic Advisors LLC	7,621	0.01%	$512K	NEW
148	Aureum Wealth Management, LLC	7,571	0.01%	$508K	—
149	MACKENZIE FINANCIAL CORP	7,483	0.01%	$502K	NEW
150	Sovereign Financial Group, Inc.	7,291	0.01%	$489K	—
151	STATE OF WISCONSIN INVESTMENT BOARD	7,035	0.01%	$472K	+1,833 (+35.2%)
152	Pathstone Holdings, LLC	6,679	0.01%	$449K	-29 (-0.4%)
153	BANK OF MONTREAL /CAN/	6,667	0.01%	$447K	+235 (+3.7%)
154	AE Wealth Management LLC	6,662	0.01%	$447K	+559 (+9.2%)
155	Cornell Pochily Investment Advisors, Inc.	6,384	0.01%	$428K	—
156	PARK AVENUE SECURITIES LLC	6,329	0.01%	$425K	NEW
157	Allegheny Financial Group	6,076	0.01%	$408K	-73 (-1.2%)
158	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	6,020	0.01%	$404K	-9 (-0.1%)
159	Carl P. Sherr & Co., LLC	5,960	0.01%	$400K	-1,150 (-16.2%)
160	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	5,913	0.01%	$397K	—
161	KESTRA PRIVATE WEALTH SERVICES, LLC	5,844	0.01%	$392K	-100 (-1.7%)
162	XPONANCE LLC	5,378	0.01%	$361K	+369 (+7.4%)
163	&PARTNERS	5,288	0.01%	$355K	+741 (+16.3%)
164	Bouchey Financial Group, Ltd.	5,269	0.01%	$356K	+23 (+0.4%)
165	PEOPLES FINANCIAL SERVICES CORP.	5,100	0.01%	$342K	—
166	Ameritas Investment Partners, Inc.	4,862	0.01%	$326K	+436 (+9.9%)
167	Stone House Investment Management, LLC	4,837	0.01%	$325K	+1,029 (+27.0%)
168	Engineers Gate Manager LP	4,760	0.01%	$319K	NEW
169	Drum Hill Capital, LLC	4,718	0.01%	$317K	—
170	Vanguard Personalized Indexing Management, LLC	4,632	0.01%	$311K	+888 (+23.7%)
171	GSA CAPITAL PARTNERS LLP	4,476	0.01%	$300K	NEW
172	Tower Research Capital LLC (TRC)	4,388	0.01%	$295K	+265 (+6.4%)
173	PROFUND ADVISORS LLC	4,277	0.01%	$287K	+34 (+0.8%)
174	TWO SIGMA SECURITIES, LLC	4,257	0.01%	$286K	-271 (-6.0%)
175	RIA Advisory Group LLC	4,169	0.01%	$280K	-17 (-0.4%)
176	LAWOOD & CO	4,088	0.01%	$274K	—
177	MELFA WEALTH MANAGEMENT, INC.	4,040	0.01%	$271K	—
178	NICOLET BANKSHARES INC	4,000	0.01%	$268K	—
179	IFG Advisory, LLC	3,933	0.01%	$264K	NEW
180	Operose Advisors LLC	3,925	0.01%	$263K	—
181	Ascent Wealth Partners, LLC	3,840	0.01%	$258K	+19 (+0.5%)
182	VIRGINIA RETIREMENT SYSTEMS ET Al	3,500	0.01%	$235K	NEW
183	New Age Alpha Advisors, LLC	3,416	0.01%	$229K	-1,390 (-28.9%)
184	AXQ CAPITAL, LP	3,220	0.01%	$216K	NEW
185	Rockbridge Investment Management, LCC	3,180	0.01%	$213K	NEW
186	CIBC Asset Management Inc	3,175	0.01%	$213K	-297 (-8.6%)
187	Crossmark Global Holdings, Inc.	3,174	0.01%	$213K	NEW
188	Farther Finance Advisors, LLC	3,088	0.01%	$207K	+520 (+20.2%)
189	CITIZENS & NORTHERN CORP	3,083	0.01%	$207K	NEW
190	DRW Securities, LLC	3,058	0.01%	$205K	NEW
191	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3,045	0.01%	$204K	-2,555 (-45.6%)
192	Ensign Peak Advisors, Inc	3,008	0.01%	$202K	—
193	Marshall & Sterling Wealth Advisors Inc.	3,000	0.01%	$201K	—
194	Wealthcare Capital Partners, LLC	2,998	0.01%	$201K	NEW
195	CIBC Bancorp USA Inc.	2,990	0.01%	$201K	NEW
196	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1,845	0.00%	$124K	+41 (+2.3%)
197	MANNING & NAPIER ADVISORS LLC	1,743	0.00%	$116K	NEW
198	KBC Group NV	1,668	0.00%	$112K	—
199	Community Financial Services Group, LLC	1,389	0.00%	$95K	—
200	HANTZ FINANCIAL SERVICES, INC.	1,267	0.00%	$85K	+385 (+43.7%)
201	Abound Wealth Management	1,218	0.00%	$82K	—
202	NBT BANK, N.A.	1,202	0.00%	$81K	—
203	STRS OHIO	1,100	0.00%	$74K	+900 (+450.0%)
204	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	1,032	0.00%	$69K	+10 (+1.0%)
205	Geneos Wealth Management Inc.	1,000	0.00%	$67K	—
206	BROWN, LISLE/CUMMINGS, INC.	975	0.00%	$65K	+7 (+0.7%)
207	US BANCORP \DE\	929	0.00%	$62K	-121 (-11.5%)
208	Rockefeller Capital Management L.P.	824	0.00%	$55K	-26 (-3.1%)
209	Blue Trust, Inc.	800	0.00%	$54K	-114 (-12.5%)
210	Center for Financial Planning, Inc.	780	0.00%	$52K	—
211	Arax Advisory Partners	660	0.00%	$44K	+534 (+423.8%)
212	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	658	0.00%	$44K	+39 (+6.3%)
213	LOS ANGELES CAPITAL MANAGEMENT LLC	639	0.00%	$43K	—
214	IFP Advisors, Inc	627	0.00%	$42K	+103 (+19.7%)
215	OGOREK ANTHONY JOSEPH /NY/ /ADV	583	0.00%	$39K	+4 (+0.7%)
216	Covestor Ltd	581	0.00%	$39K	-287 (-33.1%)
217	Smartleaf Asset Management LLC	564	0.00%	$38K	—
218	Nykredit A/S	563	0.00%	$38K	NEW
219	GAMMA Investing LLC	541	0.00%	$36K	+150 (+38.4%)
220	Federation des caisses Desjardins du Quebec	520	0.00%	$35K	NEW
221	EverSource Wealth Advisors, LLC	519	0.00%	$35K	-270 (-34.2%)
222	Versant Capital Management, Inc	516	0.00%	$35K	—
223	Optiver Holding B.V.	495	0.00%	$33K	NEW
224	Salomon & Ludwin, LLC	412	0.00%	$28K	—
225	HARBOUR INVESTMENTS, INC.	385	0.00%	$26K	—
226	SJS Investment Consulting Inc.	376	0.00%	$25K	+368 (+4600.0%)
227	Kemnay Advisory Services Inc.	367	0.00%	$25K	+21 (+6.1%)
228	BESSEMER GROUP INC	314	0.00%	$21K	-80 (-20.3%)
229	Bare Financial Services, Inc	271	0.00%	$18K	+107 (+65.2%)
230	Smithfield Trust Co	270	0.00%	$18K	—
231	Pinnacle Wealth Planning Services, Inc.	217	0.00%	$15K	+49 (+29.2%)
232	Transamerica Financial Advisors, LLC	194	0.00%	$13K	-9 (-4.4%)
233	Allworth Financial LP	173	0.00%	$12K	+109 (+170.3%)
234	Accent Capital Management, LLC	165	0.00%	$11K	NEW
235	PRIVATE TRUST CO NA	150	0.00%	$10K	-150 (-50.0%)
236	JONES FINANCIAL COMPANIES LLLP	146	0.00%	$10K	+138 (+1725.0%)
237	UMB Bank, n.a.	129	0.00%	$9K	—
238	Parkside Financial Bank & Trust	103	0.00%	$7K	—
239	Silver Grove Financial Group, Inc.	100	0.00%	$7K	—
240	ROTHSCHILD INVESTMENT LLC	99	0.00%	$7K	+8 (+8.8%)
241	Dogwood Wealth Management LLC	96	0.00%	$6K	+64 (+200.0%)
242	Steward Partners Investment Advisory, LLC	91	0.00%	$6K	—
243	ST GERMAIN D J CO INC	78	0.00%	$5K	-339 (-81.3%)
244	Larson Financial Group LLC	74	0.00%	$5K	+6 (+8.8%)
245	CVA Family Office, LLC	73	0.00%	$5K	+9 (+14.1%)
246	Keating Financial Advisory Services, Inc.	69	0.00%	$5K	-2 (-2.8%)
247	Fulcrum Asset Management LLP	64	0.00%	$4K	NEW
248	Basecamp Wealth Advisors LLC	54	0.00%	$4K	+11 (+25.6%)
249	Plante Moran Financial Advisors, LLC	50	0.00%	$3K	NEW
250	Osbon Capital Management LLC	50	0.00%	$3K	—

Exited since 2026-03-31 (28 filers; largest 25 shown)

ExodusPoint Capital Management, LP	−76,987
Balyasny Asset Management L.P.	−67,941
Numerai GP LLC	−26,418
CANANDAIGUA NATIONAL CORP	−26,405
Squarepoint Ops LLC	−24,669
JANUS HENDERSON GROUP PLC	−23,412
MILLENNIUM MANAGEMENT LLC	−15,977
MANGROVE PARTNERS IM, LLC	−14,436
Holocene Advisors, LP	−14,174
CreativeOne Wealth, LLC	−7,637
Pathway Financial Advisors LLC	−4,694
CAPSTONE INVESTMENT ADVISORS, LLC	−4,589
MARSHALL WACE, LLP	−3,688
Swiss Life Asset Management Ltd	−3,564
Sanctuary Advisors, LLC	−3,463
CWM, LLC	−1,047
SIMPLEX TRADING, LLC	−787
NOMURA ASSET MANAGEMENT CO LTD	−390
Root Financial Partners, LLC	−269
Advisory Services Network, LLC	−249
TWIN PEAKS WEALTH ADVISORS, LLC	−101
Addison Advisors LLC	−90
QUADRANT CAPITAL GROUP LLC	−80
Sound Income Strategies, LLC	−57
MAI Capital Management	−29

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	3,678,107.59	7%
FMR LLC	SCHEDULE 13G/A	2026-08-06	2026-06-30	3,678,107.59	7%
Vanguard Capital Management	SCHEDULE 13G	2026-04-29	2026-03-31	2,773,406	5.27%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-29	2026-03-31	3,551,884	6.76%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
STATE STREET CORPORATION	SCHEDULE 13G	2025-05-13	2025-03-31	3,219,185	6.1%

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.