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.

CITY HOLDING CO

CIK 0000726854CHCO· quarter ending 2026-06-30

Shares outstanding

14,045,160

as of 2026-08-03 · 10-Q cover page, filed 2026-08-05

Held by 13F filers

10,334,133

73.6% of shares outstanding

Holders

252

+18 vs 2026-03-31 · 37 new, 19 exited

Value

$1.4B

shares +2.8% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-05, as of 2026-08-03)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	CHCO · NASDAQ	14,045,160	10,334,133	73.6%	252	177835105

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
	177835105	COM	252	10,334,133	14,045,160	73.6%	$1.4B	0 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 252 · 177835105)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	2,037,326	14.51%	$270.2M	+9,070 (+0.4%)
2	VANGUARD PORTFOLIO MANAGEMENT LLC	957,629	6.82%	$127.0M	+1,501 (+0.2%)
3	STATE STREET CORP	765,095	5.45%	$101.5M	+69,543 (+10.0%)
4	VANGUARD CAPITAL MANAGEMENT LLC	632,471	4.50%	$83.9M	+17,433 (+2.8%)
5	WESTWOOD HOLDINGS GROUP INC	542,660	3.86%	$72.0M	-32,436 (-5.6%)
6	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	533,272	3.80%	$70.7M	+37,304 (+7.5%)
7	DIMENSIONAL FUND ADVISORS LP	489,653	3.49%	$64.9M	+19,309 (+4.1%)
8	GEODE CAPITAL MANAGEMENT, LLC	373,269	2.66%	$49.5M	+16,955 (+4.8%)
9	CITY HOLDING CO	240,368	1.71%	$31.9M	-10,843 (-4.3%)
10	TWO SIGMA INVESTMENTS, LP	234,622	1.67%	$31.1M	-15,433 (-6.2%)
11	JPMORGAN CHASE & CO	228,751	1.63%	$30.2M	-95 (-0.0%)
12	MORGAN STANLEY	201,909	1.44%	$26.8M	+1,179 (+0.6%)
13	VICTORY CAPITAL MANAGEMENT INC	168,424	1.20%	$22.3M	+165,968 (+6757.7%)
14	NORTHERN TRUST CORP	162,086	1.15%	$21.5M	+8,926 (+5.8%)
15	AMERICAN CENTURY COMPANIES INC	128,113	0.91%	$17.0M	+29,642 (+30.1%)
16	BARR E S & CO	127,751	0.91%	$16.9M	-1,493 (-1.2%)
17	Bank of New York Mellon Corp	113,180	0.81%	$15.0M	-1,336 (-1.2%)
18	AXXCESS WEALTH MANAGEMENT, LLC	106,738	0.76%	$14.2M	NEW
19	VANGUARD FIDUCIARY TRUST CO	98,561	0.70%	$13.1M	+1,529 (+1.6%)
20	Qube Research & Technologies Ltd	92,171	0.66%	$12.2M	-35,163 (-27.6%)
21	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	82,641	0.59%	$11.0M	+33,875 (+69.5%)
22	Robeco Institutional Asset Management B.V.	81,884	0.58%	$10.9M	—
23	GOLDMAN SACHS GROUP INC	79,052	0.56%	$10.5M	-14,748 (-15.7%)
24	Leeward Investments, LLC - MA	70,493	0.50%	$9.4M	-1,565 (-2.2%)
25	PRINCIPAL FINANCIAL GROUP INC	68,738	0.49%	$9.1M	-1,524 (-2.2%)
26	FIRST TRUST ADVISORS LP	64,958	0.46%	$8.6M	+3,265 (+5.3%)
27	RENAISSANCE TECHNOLOGIES LLC	61,688	0.44%	$8.2M	+2 (+0.0%)
28	Invesco Ltd.	60,963	0.43%	$8.1M	-2,065 (-3.3%)
29	CITADEL ADVISORS LLC	51,458	0.37%	$6.8M	-8,161 (-13.7%)
30	Public Sector Pension Investment Board	48,441	0.34%	$6.4M	-3,097 (-6.0%)
31	AQR CAPITAL MANAGEMENT LLC	47,657	0.34%	$6.3M	+34,337 (+257.8%)
32	MILLENNIUM MANAGEMENT LLC	42,689	0.30%	$5.7M	-24,126 (-36.1%)
33	Nuveen, LLC	40,454	0.29%	$5.4M	+3,023 (+8.1%)
34	Numerai GP LLC	40,234	0.29%	$5.3M	+24,003 (+147.9%)
35	UBS Group AG	40,067	0.29%	$5.3M	-35,791 (-47.2%)
36	RHUMBLINE ADVISERS	36,680	0.26%	$4.9M	-4,472 (-10.9%)
37	Legal & General Group Plc	34,566	0.25%	$4.6M	-129 (-0.4%)
38	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	33,671	0.24%	$4.5M	+6,314 (+23.1%)
39	BANK OF AMERICA CORP /DE/	31,520	0.22%	$4.2M	-6,501 (-17.1%)
40	TD Asset Management Inc	30,900	0.22%	$4.1M	-600 (-1.9%)
41	ZACKS INVESTMENT MANAGEMENT	29,673	0.21%	$3.9M	+2,764 (+10.3%)
42	WELLS FARGO & COMPANY/MN	29,641	0.21%	$3.9M	+8,082 (+37.5%)
43	Swiss National Bank	28,800	0.21%	$3.8M	+200 (+0.7%)
44	MAI Capital Management	28,457	0.20%	$3.8M	+105 (+0.4%)
45	Man Group plc	26,827	0.19%	$3.6M	+20,304 (+311.3%)
46	GW&K Investment Management, LLC	25,495	0.18%	$3.4M	-289 (-1.1%)
47	BESSEMER GROUP INC	25,456	0.18%	$3.4M	—
48	WINTON GROUP Ltd	23,540	0.17%	$3.1M	+16,020 (+213.0%)
49	AMERIPRISE FINANCIAL INC	22,543	0.16%	$3.0M	-1,385 (-5.8%)
50	Polaris Capital Management, LLC	22,295	0.16%	$3.0M	+3,200 (+16.8%)
51	PRICE T ROWE ASSOCIATES INC /MD/	22,123	0.16%	$2.9M	+3,447 (+18.5%)
52	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	21,715	0.15%	$2.9M	+11 (+0.1%)
53	ALLSTATE CORP	18,242	0.13%	$2.4M	+4,854 (+36.3%)
54	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	17,289	0.12%	$2.3M	+3,867 (+28.8%)
55	Russell Investments Group, Ltd.	17,054	0.12%	$2.3M	+4,658 (+37.6%)
56	D. E. Shaw & Co., Inc.	16,955	0.12%	$2.2M	+11,788 (+228.1%)
57	BNP PARIBAS FINANCIAL MARKETS	16,671	0.12%	$2.2M	+1,412 (+9.3%)
58	ROYAL BANK OF CANADA	16,429	0.12%	$2.2M	+5,132 (+45.4%)
59	NTV Asset Management LLC	16,407	0.12%	$2.2M	+162 (+1.0%)
60	ALLIANCEBERNSTEIN L.P.	16,400	0.12%	$2.0M	-460 (-2.7%)
61	CITIGROUP INC	16,143	0.11%	$2.1M	+5,303 (+48.9%)
62	McKinley Carter Wealth Services, Inc.	15,306	0.11%	$2.0M	+1,529 (+11.1%)
63	DEUTSCHE BANK AG\	15,292	0.11%	$2.0M	+1,621 (+11.9%)
64	PRUDENTIAL FINANCIAL INC	14,470	0.10%	$1.9M	-305 (-2.1%)
65	BARCLAYS PLC	13,205	0.09%	$1.8M	-738 (-5.3%)
66	VANGUARD ASSET MANAGEMENT, Ltd	13,080	0.09%	$1.7M	+611 (+4.9%)
67	XTX Topco Ltd	12,874	0.09%	$1.7M	+3,840 (+42.5%)
68	VOLORIDGE INVESTMENT MANAGEMENT, LLC	12,824	0.09%	$1.7M	-12,504 (-49.4%)
69	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	12,564	0.09%	$1.7M	+1,554 (+14.1%)
70	BRIDGEWAY CAPITAL MANAGEMENT, LLC	12,392	0.09%	$1.6M	—
71	Nicholson Wealth Management Group, LLC	12,345	0.09%	$1.6M	—
72	Mirae Asset Global Investments Co., Ltd.	11,792	0.08%	$1.6M	+1,706 (+16.9%)
73	Creative Planning	11,770	0.08%	$1.6M	+409 (+3.6%)
74	SG Americas Securities, LLC	11,520	0.08%	$1.5M	+4,619 (+66.9%)
75	Y-Intercept (Hong Kong) Ltd	11,305	0.08%	$1.5M	NEW
76	CANADA LIFE ASSURANCE Co	10,681	0.08%	$1.4M	-950 (-8.2%)
77	Quantinno Capital Management LP	9,975	0.07%	$1.3M	+1,546 (+18.3%)
78	Rafferty Asset Management, LLC	9,529	0.07%	$1.3M	-939 (-9.0%)
79	Cambridge Investment Research Advisors, Inc.	9,364	0.07%	$1.2M	+4,690 (+100.3%)
80	FRANKLIN RESOURCES INC	9,352	0.07%	$1.2M	-109 (-1.2%)
81	Thrivent Financial for Lutherans	9,266	0.07%	$1.2M	-352 (-3.7%)
82	Quantbot Technologies LP	8,962	0.06%	$1.2M	+2,986 (+50.0%)
83	MetLife Investment Management, LLC	8,234	0.06%	$1.1M	+535 (+6.9%)
84	Point72 Asset Management, L.P.	7,778	0.06%	$1.0M	-23,324 (-75.0%)
85	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	7,428	0.05%	$985K	NEW
86	Cerity Partners LLC	7,362	0.05%	$976K	+1,303 (+21.5%)
87	Illinois Municipal Retirement Fund	7,347	0.05%	$975K	-117 (-1.6%)
88	Schonfeld Strategic Advisors LLC	7,009	0.05%	$930K	-712 (-9.2%)
89	SEI INVESTMENTS CO	6,982	0.05%	$926K	+425 (+6.5%)
90	Baird Financial Group, Inc.	6,951	0.05%	$922K	—
91	TUDOR INVESTMENT CORP ET AL	6,877	0.05%	$912K	-78,244 (-91.9%)
92	MANUFACTURERS LIFE INSURANCE COMPANY, THE	6,850	0.05%	$909K	+478 (+7.5%)
93	EXCHANGE TRADED CONCEPTS, LLC	6,738	0.05%	$894K	-102 (-1.5%)
94	Jupiter Topco LLC	6,700	0.05%	$888K	NEW
95	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	6,509	0.05%	$863K	-105 (-1.6%)
96	Louisiana State Employees Retirement System	6,200	0.04%	$822K	-200 (-3.1%)
97	CANADA PENSION PLAN INVESTMENT BOARD	6,200	0.04%	$822K	—
98	SUSQUEHANNA INTERNATIONAL GROUP, LLP	6,097	0.04%	$809K	-10,900 (-64.1%)
99	Quadrature Capital Ltd	5,901	0.04%	$783K	+675 (+12.9%)
100	NEW YORK STATE COMMON RETIREMENT FUND	5,473	0.04%	$726K	—
101	State of Alaska, Department of Revenue	5,263	0.04%	$697K	-2,466 (-31.9%)
102	MERCER GLOBAL ADVISORS INC /ADV	5,245	0.04%	$696K	+2,271 (+76.4%)
103	Inspire Investing, LLC	5,151	0.04%	$683K	+849 (+19.7%)
104	Vanguard Global Advisers, LLC	5,107	0.04%	$677K	-677 (-11.7%)
105	QRG CAPITAL MANAGEMENT, INC.	5,058	0.04%	$671K	+409 (+8.8%)
106	Handelsbanken Fonder AB	4,751	0.03%	$630K	—
107	Tidal Investments LLC	4,639	0.03%	$615K	NEW
108	Susquehanna Portfolio Strategies, LLC	4,424	0.03%	$587K	-1,305 (-22.8%)
109	DAVENPORT & Co LLC	4,389	0.03%	$582K	—
110	ALPS ADVISORS INC	4,221	0.03%	$560K	+45 (+1.1%)
111	Police & Firemen's Retirement System of New Jersey	4,169	0.03%	$553K	+509 (+13.9%)
112	ARIZONA STATE RETIREMENT SYSTEM	3,964	0.03%	$526K	+6 (+0.2%)
113	FIFTH THIRD BANCORP	3,897	0.03%	$517K	-67 (-1.7%)
114	YOUSIF CAPITAL MANAGEMENT, LLC	3,804	0.03%	$505K	-36 (-0.9%)
115	AMALGAMATED BANK	3,792	0.03%	$503K	-344 (-8.3%)
116	North Star Investment Management Corp.	3,710	0.03%	$492K	—
117	FMR LLC	3,686	0.03%	$489K	+234 (+6.8%)
118	Jain Global LLC	3,670	0.03%	$487K	NEW
119	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	3,641	0.03%	$483K	—
120	Connor, Clark & Lunn Investment Management Ltd.	3,637	0.03%	$482K	NEW
121	Balyasny Asset Management L.P.	3,473	0.02%	$461K	-12,409 (-78.1%)
122	FEDERATED HERMES, INC.	3,453	0.02%	$458K	-489 (-12.4%)
123	Kentucky Trust Co	3,430	0.02%	$455K	-217 (-6.0%)
124	Vanguard Investments Australia, Ltd.	3,399	0.02%	$451K	—
125	State of Tennessee, Department of Treasury	3,397	0.02%	$451K	—
126	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	3,346	0.02%	$444K	-217 (-6.1%)
127	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	3,210	0.02%	$426K	-60 (-1.8%)
128	KLP KAPITALFORVALTNING AS	3,200	0.02%	$424K	—
129	Commonwealth Financial Services, LLC	3,146	0.02%	$417K	+22 (+0.7%)
130	Zurcher Kantonalbank (Zurich Cantonalbank)	3,088	0.02%	$410K	—
131	FIRST CITIZENS BANK & TRUST CO	3,066	0.02%	$407K	+119 (+4.0%)
132	LBMC INVESTMENT ADVISORS, LLC	3,000	0.02%	$398K	—
133	INTECH INVESTMENT MANAGEMENT LLC	2,944	0.02%	$390K	-517 (-14.9%)
134	Envestnet Portfolio Solutions, Inc.	2,934	0.02%	$389K	+123 (+4.4%)
135	Squarepoint Ops LLC	2,909	0.02%	$386K	-8,097 (-73.6%)
136	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	2,856	0.02%	$379K	+339 (+13.5%)
137	NEUBERGER BERMAN GROUP LLC	2,854	0.02%	$379K	+635 (+28.6%)
138	ENVESTNET ASSET MANAGEMENT INC	2,840	0.02%	$377K	+747 (+35.7%)
139	PRAXIS INVESTMENT MANAGEMENT INC	2,750	0.02%	$365K	—
140	VOYA INVESTMENT MANAGEMENT LLC	2,743	0.02%	$364K	+274 (+11.1%)
141	Engineers Gate Manager LP	2,730	0.02%	$362K	-2,795 (-50.6%)
142	BECK MACK & OLIVER LLC	2,611	0.02%	$346K	—
143	TEACHER RETIREMENT SYSTEM OF TEXAS	2,505	0.02%	$332K	+69 (+2.8%)
144	LPL Financial LLC	2,441	0.02%	$324K	+726 (+42.3%)
145	DRW Securities, LLC	2,418	0.02%	$321K	NEW
146	Zhang Financial LLC	2,365	0.02%	$314K	-304 (-11.4%)
147	HB Wealth Management, LLC	2,364	0.02%	$314K	+194 (+8.9%)
148	Carolina Wealth Advisors, LLC	2,288	0.02%	$303K	-47 (-2.0%)
149	WESBANCO BANK INC	2,195	0.02%	$291K	—
150	BANK OF MONTREAL /CAN/	2,133	0.02%	$283K	+118 (+5.9%)
151	Apollon Wealth Management, LLC	2,053	0.01%	$272K	+23 (+1.1%)
152	Maryland State Retirement & Pension System	2,047	0.01%	$272K	-64 (-3.0%)
153	ProShare Advisors LLC	2,013	0.01%	$267K	-180 (-8.2%)
154	Pictet Asset Management Holding SA	2,003	0.01%	$266K	—
155	CAPTRUST FINANCIAL ADVISORS	1,946	0.01%	$258K	NEW
156	COMMONWEALTH EQUITY SERVICES, LLC	1,942	0.01%	$258K	+16 (+0.8%)
157	STATE OF WISCONSIN INVESTMENT BOARD	1,928	0.01%	$256K	NEW
158	CHOREO, LLC	1,899	0.01%	$252K	NEW
159	ZWJ INVESTMENT COUNSEL INC	1,887	0.01%	$250K	—
160	SkyOak Wealth, LLC	1,887	0.01%	$250K	NEW
161	Mariner, LLC	1,782	0.01%	$236K	NEW
162	Aigen Investment Management, LP	1,752	0.01%	$232K	NEW
163	HighTower Advisors, LLC	1,674	0.01%	$222K	-1,187 (-41.5%)
164	PNC Financial Services Group, Inc.	1,631	0.01%	$216K	+158 (+10.7%)
165	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	1,617	0.01%	$214K	NEW
166	Dupree Financial Group, LLC	1,601	0.01%	$212K	NEW
167	Ledgewood Wealth Advisors, LLC	1,520	0.01%	$202K	NEW
168	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	1,320	0.01%	$175K	—
169	Ameritas Investment Partners, Inc.	1,283	0.01%	$170K	+107 (+9.1%)
170	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	1,262	0.01%	$167K	—
171	MRP Capital Investments, LLC	1,249	0.01%	$166K	—
172	GAMMA Investing LLC	1,197	0.01%	$159K	+333 (+38.5%)
173	OSAIC HOLDINGS, INC.	1,127	0.01%	$150K	—
174	Nykredit A/S	1,002	0.01%	$133K	NEW
175	Federation des caisses Desjardins du Quebec	851	0.01%	$113K	+99 (+13.2%)
176	Archer Investment Corp	732	0.01%	$97K	+366 (+100.0%)
177	Tower Research Capital LLC (TRC)	695	0.00%	$92K	-185 (-21.0%)
178	FIRST UNITED BANK & TRUST	665	0.00%	$88K	—
179	KBC Group NV	566	0.00%	$75K	—
180	Smartleaf Asset Management LLC	504	0.00%	$66K	—
181	Global Retirement Partners, LLC	438	0.00%	$58K	NEW
182	Pinnacle Wealth Planning Services, Inc.	437	0.00%	$58K	+24 (+5.8%)
183	Heritage Wealth Advisors	415	0.00%	$55K	—
184	NISA INVESTMENT ADVISORS, LLC	382	0.00%	$51K	+227 (+146.5%)
185	Prestige Wealth Management Group LLC	314	0.00%	$42K	—
186	Cullen/Frost Bankers, Inc.	306	0.00%	$41K	+33 (+12.1%)
187	PlanVest Financial, Inc	301	0.00%	$40K	+3 (+1.0%)
188	Versant Capital Management, Inc	279	0.00%	$37K	—
189	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	268	0.00%	$36K	+31 (+13.1%)
190	Arax Advisory Partners	262	0.00%	$35K	NEW
191	JONES FINANCIAL COMPANIES LLLP	206	0.00%	$28K	+102 (+98.1%)
192	Allworth Financial LP	201	0.00%	$27K	+150 (+294.1%)
193	HANTZ FINANCIAL SERVICES, INC.	178	0.00%	$24K	+60 (+50.8%)
194	Geneos Wealth Management Inc.	176	0.00%	$23K	-500 (-74.0%)
195	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	173	0.00%	$23K	-37 (-17.6%)
196	UMB Bank, n.a.	163	0.00%	$22K	+64 (+64.6%)
197	Smithfield Trust Co	155	0.00%	$20K	—
198	HARBOR CAPITAL ADVISORS, INC.	149	0.00%	$20K	-65 (-30.4%)
199	EverSource Wealth Advisors, LLC	141	0.00%	$19K	-244 (-63.4%)
200	Sterling Capital Management LLC	123	0.00%	$16K	-105 (-46.1%)
201	LOS ANGELES CAPITAL MANAGEMENT LLC	117	0.00%	$16K	—
202	FIRST HORIZON CORP	113	0.00%	$15K	-104 (-47.9%)
203	LANARK FINANCIAL, INC.	100	0.00%	$13K	—
204	US BANCORP \DE\	99	0.00%	$13K	—
205	Kemnay Advisory Services Inc.	98	0.00%	$13K	NEW
206	Larson Financial Group LLC	89	0.00%	$12K	-3 (-3.3%)
207	MassMutual Private Wealth & Trust, FSB	86	0.00%	$11K	-22 (-20.4%)
208	Optiver Holding B.V.	84	0.00%	$11K	+68 (+425.0%)
209	Salomon & Ludwin, LLC	77	0.00%	$10K	—
210	WHITTIER TRUST CO	66	0.00%	$9K	—
211	Hughes Financial Services, LLC	58	0.00%	$8K	+1 (+1.8%)
212	Cedar Mountain Advisors, LLC	55	0.00%	$7K	—
213	BROWN BROTHERS HARRIMAN & CO	48	0.00%	$6K	—
214	SBI Securities Co., Ltd.	47	0.00%	$6K	-63 (-57.3%)
215	IFP Advisors, Inc	40	0.00%	$5K	NEW
216	MANNING & NAPIER ADVISORS LLC	37	0.00%	$5K	NEW
217	Essential Partners LLC	36	0.00%	$5K	+32 (+800.0%)
218	ROTHSCHILD INVESTMENT LLC	33	0.00%	$4K	+26 (+371.4%)
219	Keating Financial Advisory Services, Inc.	29	0.00%	$4K	+7 (+31.8%)
220	Continuum Advisory, LLC	29	0.00%	$4K	NEW
221	Quarry LP	25	0.00%	$3K	NEW
222	Fulcrum Asset Management LLP	24	0.00%	$3K	NEW
223	Farther Finance Advisors, LLC	22	0.00%	$3K	+13 (+144.4%)
224	Basecamp Wealth Advisors LLC	22	0.00%	$3K	—
225	SIGNATUREFD, LLC	22	0.00%	$3K	-9 (-29.0%)
226	Parkside Financial Bank & Trust	19	0.00%	$3K	—
227	SJS Investment Consulting Inc.	18	0.00%	$2K	NEW
228	High Note Wealth, LLC	18	0.00%	$2K	NEW
229	Bare Financial Services, Inc	17	0.00%	$2K	+4 (+30.8%)
230	Retirement Wealth Solutions LLC	16	0.00%	$2K	+1 (+6.7%)
231	Clearstead Advisors, LLC	12	0.00%	$2K	NEW
232	Kilter Group LLC	11	0.00%	$1K	—
233	Rockefeller Capital Management L.P.	11	0.00%	$1K	-5 (-31.3%)
234	Covestor Ltd	9	0.00%	$1K	+4 (+80.0%)
235	FARMERS & MERCHANTS INVESTMENTS INC	8	0.00%	$1K	—
236	Steward Partners Investment Advisory, LLC	8	0.00%	$1K	NEW
237	Bruce G. Allen Investments, LLC	8	0.00%	$1K	+1 (+14.3%)
238	Spire Wealth Management	7	0.00%	$928	—
239	ASSETMARK, INC	7	0.00%	$928	—
240	Transamerica Financial Advisors, LLC	6	0.00%	$795	NEW
241	WPG Advisers, LLC	5	0.00%	$663	—
242	Plante Moran Financial Advisors, LLC	5	0.00%	$663	NEW
243	Avion Wealth	4	0.00%	$0	NEW
244	True Wealth Design, LLC	4	0.00%	$531	-2 (-33.3%)
245	Ankerstar Wealth, LLC	3	0.00%	$398	—
246	Evolution Advisers, Inc.	3	0.00%	$0	NEW
247	GILPIN WEALTH MANAGEMENT, LLC	2	0.00%	$266	NEW
248	JFS WEALTH ADVISORS, LLC	2	0.00%	$266	NEW
249	CoreCap Advisors, LLC	1	0.00%	$133	—
250	Davis Capital Management	1	0.00%	$133	NEW

Exited since 2026-03-31 (19 filers; largest 19 shown)

JANE STREET GROUP, LLC	−58,524
HRT FINANCIAL LP	−27,141
Freestone Grove Partners LP	−14,053
ExodusPoint Capital Management, LP	−8,452
JANUS HENDERSON GROUP PLC	−6,700
Trexquant Investment LP	−4,311
OXFORD ASSET MANAGEMENT LLP	−3,180
Brevan Howard Capital Management LP	−3,108
Amundi	−2,794
HSBC HOLDINGS PLC	−2,230
Swiss Life Asset Management Ltd	−2,041
SIMPLEX TRADING, LLC	−422
CWM, LLC	−326
Advisory Services Network, LLC	−283
TWIN PEAKS WEALTH ADVISORS, LLC	−131
Root Financial Partners, LLC	−33
QUADRANT CAPITAL GROUP LLC	−31
Sound Income Strategies, LLC	−12
Sunbelt Securities, Inc.	−3

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	2026-08-07	2026-06-30	765,095	5.4%
Vanguard Capital Management	SCHEDULE 13G	2026-04-29	2026-03-31	723,981	5.03%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-29	2026-03-31	965,869	6.72%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%

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.