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.

SCOTTS MIRACLE-GRO CO

CIK 0000825542SMG· quarter ending 2026-06-30

Shares outstanding

58,220,274

as of 2026-07-31 · 10-Q cover page, filed 2026-08-05

Held by 13F filers

50,334,871

86.5% of shares outstanding

Holders

466

+21 vs 2026-03-31 · 80 new, 59 exited

Value

$3.4B

shares +9.0% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-05, as of 2026-07-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	SMG · NYSE	58,220,274	50,334,871	86.5%	466	810186106

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
	810186106	Stock	466	50,334,871	58,220,274	86.5%	$3.4B	6 call / 8 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. 4 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 466 · 810186106)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	4,460,250	7.66%	$303.8M	+15,594 (+0.4%)
2	FMR LLC	4,096,622	7.04%	$279.0M	+1,955,427 (+91.3%)
3	EARNEST PARTNERS LLC	3,630,876	6.24%	$247.3M	+231,228 (+6.8%)
4	VANGUARD PORTFOLIO MANAGEMENT LLC	2,424,539	4.16%	$165.1M	-78,601 (-3.1%)
5	VANGUARD CAPITAL MANAGEMENT LLC	1,978,656	3.40%	$134.8M	+19,938 (+1.0%)
6	STATE STREET CORP	1,601,610	2.75%	$109.1M	+82,688 (+5.4%)
7	AMERIPRISE FINANCIAL INC	1,584,281	2.72%	$107.9M	+173,441 (+12.3%)
8	ARIEL INVESTMENTS, LLC	1,410,981	2.42%	$96.1M	+448,339 (+46.6%)
9	BRANDES INVESTMENT PARTNERS, LP	1,335,820	2.29%	$91.0M	+527,013 (+65.2%)
10	Quantinno Capital Management LP	1,278,061	2.20%	$87.0M	+1,060,092 (+486.3%)
11	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1,227,963	2.11%	$83.6M	-62,011 (-4.8%)
12	Epoch Investment Partners, Inc.	1,223,231	2.10%	$83.3M	+400,048 (+48.6%)
13	DEPRINCE RACE & ZOLLO INC	1,142,587	1.96%	$77.8M	+55,248 (+5.1%)
14	NORTHERN TRUST CORP	1,140,462	1.96%	$77.7M	+38,350 (+3.5%)
15	DIMENSIONAL FUND ADVISORS LP	964,126	1.66%	$65.7M	+68,285 (+7.6%)
16	BANK OF AMERICA CORP /DE/	886,129	1.52%	$60.4M	+227,527 (+34.5%)
17	GEODE CAPITAL MANAGEMENT, LLC	831,210	1.43%	$56.6M	+11,152 (+1.4%)
18	TWO SIGMA INVESTMENTS, LP	813,379	1.40%	$55.4M	+279,315 (+52.3%)
19	NORGES BANK	675,842	1.16%	$46.0M	NEW
20	MORGAN STANLEY	634,798	1.09%	$43.2M	+37,639 (+6.3%)
21	JACOBS LEVY EQUITY MANAGEMENT, INC	625,262	1.07%	$42.6M	-54,258 (-8.0%)
22	UBS Group AG	596,246	1.02%	$40.6M	+133,710 (+28.9%)
23	ENVESTNET ASSET MANAGEMENT INC	585,624	1.01%	$39.9M	+191,544 (+48.6%)
24	Harvey Partners, LLC	542,727	0.93%	$37.0M	+105,227 (+24.1%)
25	Bank of New York Mellon Corp	532,626	0.91%	$36.3M	-11,627 (-2.1%)
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	518,540	0.89%	$35.3M	-13,612 (-2.6%)
27	GAMCO INVESTORS, INC. ET AL	443,810	0.76%	$30.2M	+10,190 (+2.3%)
28	NEW YORK STATE COMMON RETIREMENT FUND	407,621	0.70%	$27.8M	+134,840 (+49.4%)
29	Qube Research & Technologies Ltd	399,408	0.69%	$27.2M	+23,027 (+6.1%)
30	WELLS FARGO & COMPANY/MN	340,321	0.58%	$23.2M	+50,890 (+17.6%)
31	Russell Investments Group, Ltd.	339,046	0.58%	$23.1M	-201,681 (-37.3%)
32	SEI INVESTMENTS CO	317,746	0.55%	$21.6M	+55,957 (+21.4%)
33	Aristotle Capital Boston, LLC	312,242	0.54%	$21.3M	-62,186 (-16.6%)
34	VANGUARD FIDUCIARY TRUST CO	282,533	0.49%	$19.2M	+5,270 (+1.9%)
35	Schonfeld Strategic Advisors LLC	277,804	0.48%	$18.9M	-84,727 (-23.4%)
36	AQR CAPITAL MANAGEMENT LLC	272,451	0.47%	$18.3M	-47,108 (-14.7%)
37	ExodusPoint Capital Management, LP	266,865	0.46%	$18.2M	+228,098 (+588.4%)
38	CRAWFORD INVESTMENT COUNSEL INC	262,888	0.45%	$17.9M	+3,725 (+1.4%)
39	GOLDMAN SACHS GROUP INC	239,655	0.41%	$16.3M	+22,585 (+10.4%)
40	Sound Income Strategies, LLC	223,472	0.38%	$15.2M	-299 (-0.1%)
41	HRT FINANCIAL LP	217,288	0.37%	$14.8M	NEW
42	Balyasny Asset Management L.P.	215,537	0.37%	$14.7M	+138,931 (+181.4%)
43	NORDEA INVESTMENT MANAGEMENT AB	210,416	0.36%	$13.9M	-20 (-0.0%)
44	Invesco Ltd.	206,895	0.36%	$14.1M	-100,522 (-32.7%)
45	Squarepoint Ops LLC	204,325	0.35%	$13.9M	-142,518 (-41.1%)
46	FIRST TRUST ADVISORS LP	198,022	0.34%	$13.5M	+44,344 (+28.9%)
47	Interval Partners, LP	190,627	0.33%	$13.0M	-567,350 (-74.9%)
48	RENAISSANCE TECHNOLOGIES LLC	179,000	0.31%	$12.2M	NEW
49	Ceredex Value Advisors LLC	175,025	0.30%	$11.9M	+45,725 (+35.4%)
50	TD Asset Management Inc	136,723	0.23%	$9.3M	+46,047 (+50.8%)
51	CITIGROUP INC	133,336	0.23%	$9.1M	+14,451 (+12.2%)
52	STIFEL FINANCIAL CORP	131,141	0.23%	$8.9M	+38,763 (+42.0%)
53	JPMORGAN CHASE & CO	131,137	0.23%	$9.0M	-44,158 (-25.2%)
54	STANSBERRY ASSET MANAGEMENT, LLC	128,650	0.22%	$8.8M	+113,788 (+765.6%)
55	Compass Wealth Management LLC	128,123	0.22%	$8.7M	+5,656 (+4.6%)
56	Alyeska Investment Group, L.P.	121,800	0.21%	$8.3M	NEW
57	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	120,380	0.21%	$8.2M	+3,763 (+3.2%)
58	BLAIR WILLIAM & CO/IL	120,151	0.21%	$8.2M	-7,808 (-6.1%)
59	CAPTRUST FINANCIAL ADVISORS	116,201	0.20%	$7.9M	-1,148,236 (-90.8%)
60	RHUMBLINE ADVISERS	115,872	0.20%	$7.9M	+770 (+0.7%)
61	Corient Private Wealth LP	114,728	0.20%	$7.8M	+95,616 (+500.3%)
62	PRINCIPAL FINANCIAL GROUP INC	112,847	0.19%	$7.7M	+2,690 (+2.4%)
63	RAYMOND JAMES FINANCIAL INC	108,033	0.19%	$7.4M	-30,251 (-21.9%)
64	Madison Asset Management, LLC	105,163	0.18%	$7.2M	+150 (+0.1%)
65	Bridgewater Associates, LP	99,119	0.17%	$6.8M	+36,718 (+58.8%)
66	KESTREL INVESTMENT MANAGEMENT CORP	95,050	0.16%	$6.5M	+55,750 (+141.9%)
67	GABELLI FUNDS LLC	91,600	0.16%	$6.2M	+3,500 (+4.0%)
68	Swiss National Bank	90,300	0.16%	$6.2M	-1,500 (-1.6%)
69	FARALLON CAPITAL MANAGEMENT, L.L.C.	88,000	0.15%	$6.0M	NEW
70	Trexquant Investment LP	83,517	0.14%	$5.7M	NEW
71	BARCLAYS PLC	83,459	0.14%	$5.7M	+35,894 (+75.5%)
72	Nuveen, LLC	82,853	0.14%	$5.6M	-133,902 (-61.8%)
73	PEREGRINE CAPITAL MANAGEMENT LLC	81,539	0.14%	$5.6M	+2,539 (+3.2%)
74	Advisors Asset Management, Inc.	78,693	0.14%	$5.4M	+29,883 (+61.2%)
75	Lighthouse Investment Partners, LLC	75,000	0.13%	$5.1M	NEW
76	STATE OF WISCONSIN INVESTMENT BOARD	74,436	0.13%	$5.1M	+3,721 (+5.3%)
77	OPPENHEIMER ASSET MANAGEMENT INC.	71,139	0.12%	$4.8M	+12,429 (+21.2%)
78	ROYAL BANK OF CANADA	70,155	0.12%	$4.8M	+3,457 (+5.2%)
79	LPL Financial LLC	67,039	0.12%	$4.6M	+13,102 (+24.3%)
80	NISA INVESTMENT ADVISORS, LLC	65,884	0.11%	$4.5M	-701 (-1.1%)
81	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	65,425	0.11%	$4.5M	-136,050 (-67.5%)
82	Woodline Partners LP	63,860	0.11%	$4.3M	NEW
83	ICON ADVISERS INC/CO	63,000	0.11%	$4.3M	+16,000 (+34.0%)
84	Brevan Howard Capital Management LP	62,943	0.11%	$4.3M	+58,184 (+1222.6%)
85	TD PRIVATE CLIENT WEALTH LLC	61,430	0.11%	$4.2M	+56,852 (+1241.9%)
86	Legal & General Group Plc	60,140	0.10%	$4.1M	-1,632 (-2.6%)
87	SEGALL BRYANT & HAMILL, LLC	57,656	0.10%	$3.9M	+2,772 (+5.1%)
88	MML INVESTORS SERVICES, LLC	57,216	0.10%	$3.9M	+14,336 (+33.4%)
89	VICTORY CAPITAL MANAGEMENT INC	56,104	0.10%	$3.8M	+1,900 (+3.5%)
90	FIFTH THIRD BANCORP	52,792	0.09%	$3.6M	+836 (+1.6%)
91	PRICE T ROWE ASSOCIATES INC /MD/	52,677	0.09%	$3.6M	+2,743 (+5.5%)
92	Tidal Investments LLC	52,304	0.09%	$3.6M	+9,004 (+20.8%)
93	NEUBERGER BERMAN GROUP LLC	51,579	0.09%	$3.5M	+29,635 (+135.0%)
94	HSBC HOLDINGS PLC	51,502	0.09%	$3.5M	-29,726 (-36.6%)
95	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	51,175	0.09%	$3.5M	-2,868 (-5.3%)
96	Elo Mutual Pension Insurance Co	50,041	0.09%	$3.4M	-6,626 (-11.7%)
97	MILLENNIUM MANAGEMENT LLC	49,470	0.08%	$3.4M	-350,707 (-87.6%)
98	Quinn Opportunity Partners LLC	49,056	0.08%	$3.3M	—
99	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	48,057	0.08%	$3.3M	-631 (-1.3%)
100	Bleakley Financial Group, LLC	47,645	0.08%	$3.2M	+9,360 (+24.4%)
101	ALLIANCEBERNSTEIN L.P.	47,377	0.08%	$2.9M	-389 (-0.8%)
102	Retirement Systems of Alabama	46,335	0.08%	$3.2M	-8,453 (-15.4%)
103	BANK OF MONTREAL /CAN/	45,686	0.08%	$3.1M	+1,710 (+3.9%)
104	Oak Thistle LLC	45,340	0.08%	$3.1M	-22,530 (-33.2%)
105	AMERICAN CENTURY COMPANIES INC	44,400	0.08%	$3.0M	-1,818 (-3.9%)
106	INVESTMENT HOUSE LLC	43,615	0.07%	$3.0M	-6,350 (-12.7%)
107	Carolina Wealth Advisors, LLC	43,263	0.07%	$2.9M	-670 (-1.5%)
108	VANGUARD ASSET MANAGEMENT, Ltd	41,969	0.07%	$2.9M	—
109	WEDGE CAPITAL MANAGEMENT L L P/NC	41,952	0.07%	$2.9M	+4,843 (+13.1%)
110	INTECH INVESTMENT MANAGEMENT LLC	41,916	0.07%	$2.9M	+10,991 (+35.5%)
111	NFJ INVESTMENT GROUP, LLC	41,462	0.07%	$2.8M	-4,158 (-9.1%)
112	CANADA LIFE ASSURANCE Co	39,994	0.07%	$2.7M	-1,235 (-3.0%)
113	Barnett & Company, Inc.	39,489	0.07%	$2.7M	+175 (+0.4%)
114	JONES FINANCIAL COMPANIES LLLP	38,670	0.07%	$2.7M	+15,200 (+64.8%)
115	Walleye Trading LLC	37,904	0.07%	$2.6M	NEW
116	US BANCORP \DE\	37,784	0.06%	$2.6M	+612 (+1.6%)
117	GREATMARK INVESTMENT PARTNERS, INC.	37,250	0.06%	$2.5M	+2,335 (+6.7%)
118	BOYAR ASSET MANAGEMENT INC.	36,968	0.06%	$2.5M	-3,221 (-8.0%)
119	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	36,948	0.06%	$2.5M	-640 (-1.7%)
120	Focus Partners Wealth	36,879	0.06%	$2.5M	NEW
121	SCHULHOFF & CO INC	36,856	0.06%	$2.5M	-437 (-1.2%)
122	INTREPID CAPITAL MANAGEMENT INC	35,930	0.06%	$2.4M	—
123	Scott & Selber, Inc.	34,629	0.06%	$2.4M	-66 (-0.2%)
124	MERCER GLOBAL ADVISORS INC /ADV	32,820	0.06%	$2.2M	+28,540 (+666.8%)
125	WELLINGTON MANAGEMENT GROUP LLP	32,801	0.06%	$2.2M	-699 (-2.1%)
126	COMPASS FINANCIAL MANAGEMENT LLC	31,738	0.05%	$2.2M	NEW
127	XTX Topco Ltd	31,611	0.05%	$2.2M	-2,244 (-6.6%)
128	MANUFACTURERS LIFE INSURANCE COMPANY, THE	30,476	0.05%	$2.1M	-335 (-1.1%)
129	CARY STREET PARTNERS FINANCIAL LLC	29,748	0.05%	$2.0M	+5,445 (+22.4%)
130	Independent Family Office, LLC	29,342	0.05%	$2.0M	—
131	Caprock Group, LLC	29,265	0.05%	$2.0M	+23,029 (+369.3%)
132	Venture Visionary Partners LLC	28,765	0.05%	$2.0M	+1,422 (+5.2%)
133	REGIONS FINANCIAL CORP	28,350	0.05%	$1.9M	-10,792 (-27.6%)
134	Summit Trail Advisors, LLC	28,087	0.05%	$1.9M	+11,250 (+66.8%)
135	LMR Partners LLP	28,025	0.05%	$1.9M	NEW
136	NATIXIS ADVISORS, LLC	27,002	0.05%	$1.8M	+11,591 (+75.2%)
137	FOX RUN MANAGEMENT, L.L.C.	26,180	0.04%	$1.8M	NEW
138	Truvestments Capital LLC	26,015	0.04%	$1.8M	+343 (+1.3%)
139	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	25,254	0.04%	$1.7M	+980 (+4.0%)
140	Cetera Investment Advisers	25,219	0.04%	$1.7M	+70 (+0.3%)
141	TEACHER RETIREMENT SYSTEM OF TEXAS	24,974	0.04%	$1.7M	-1,277 (-4.9%)
142	MONARCH CAPITAL MANAGEMENT INC	24,077	0.04%	$1.6M	-120 (-0.5%)
143	PNC Financial Services Group, Inc.	23,935	0.04%	$1.6M	+656 (+2.8%)
144	PARTHENON LLC	23,735	0.04%	$1.6M	-3,800 (-13.8%)
145	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	23,255	0.04%	$1.5M	+17,392 (+296.6%)
146	CITADEL ADVISORS LLC	22,960	0.04%	$1.6M	-11,949 (-34.2%)
147	Investors Research Corp	22,289	0.04%	$1.5M	-745 (-3.2%)
148	COMMONWEALTH EQUITY SERVICES, LLC	21,931	0.04%	$1.5M	+35 (+0.2%)
149	MetLife Investment Management, LLC	21,562	0.04%	$1.5M	-405 (-1.8%)
150	Orion Porfolio Solutions, LLC	21,149	0.04%	$1.4M	-753 (-3.4%)
151	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	20,888	0.04%	$1.4M	-35,617 (-63.0%)
152	SG Americas Securities, LLC	20,750	0.04%	$1.4M	+10,054 (+94.0%)
153	ALERUS FINANCIAL NA	20,506	0.04%	$1.4M	-20,195 (-49.6%)
154	Atria Investments, Inc	20,351	0.03%	$1.4M	+3,075 (+17.8%)
155	Police & Firemen's Retirement System of New Jersey	20,004	0.03%	$1.4M	+1,611 (+8.8%)
156	CM Management, LLC	20,000	0.03%	$1.4M	—
157	THOMPSON SIEGEL & WALMSLEY LLC	20,000	0.03%	$1.4M	-3,000 (-13.0%)
158	Jupiter Topco LLC	19,855	0.03%	$1.4M	NEW
159	AMALGAMATED BANK	19,813	0.03%	$1.3M	-241 (-1.2%)
160	Entropy Technologies, LP	19,714	0.03%	$1.3M	NEW
161	State of New Jersey Common Pension Fund D	19,547	0.03%	$1.3M	-12,668 (-39.3%)
162	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	19,421	0.03%	$1.3M	+30 (+0.2%)
163	Y-Intercept (Hong Kong) Ltd	19,256	0.03%	$1.3M	NEW
164	FRANKLIN RESOURCES INC	19,134	0.03%	$1.3M	+2,398 (+14.3%)
165	Mork Capital Management, LLC	19,060	0.03%	$1.3M	—
166	Treasurer of the State of North Carolina	18,919	0.03%	$1.3M	+230 (+1.2%)
167	IEQ CAPITAL, LLC	17,779	0.03%	$1.2M	+5,364 (+43.2%)
168	Pavion Blue Capital, LLC	17,684	0.03%	$1.2M	-49 (-0.3%)
169	Vanguard Global Advisers, LLC	17,505	0.03%	$1.2M	-810 (-4.4%)
170	State of Tennessee, Department of Treasury	17,034	0.03%	$1.2M	-306 (-1.8%)
171	State of Wyoming	16,956	0.03%	$1.2M	+12,232 (+258.9%)
172	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	16,626	0.03%	$1.1M	-500 (-2.9%)
173	Handelsbanken Fonder AB	16,144	0.03%	$1.1M	—
174	LAZARD ASSET MANAGEMENT LLC	15,642	0.03%	$1.1M	NEW
175	Cambridge Investment Research Advisors, Inc.	15,242	0.03%	$1.0M	+7,119 (+87.6%)
176	Penn Capital Management Company, LLC	15,149	0.03%	$1.0M	+5,863 (+63.1%)
177	&PARTNERS	14,750	0.03%	$1.0M	+3,749 (+34.1%)
178	INTEGRITY ALLIANCE, LLC.	14,114	0.02%	$961K	-170 (-1.2%)
179	DARK FOREST CAPITAL MANAGEMENT LP	13,905	0.02%	$947K	NEW
180	SYON CAPITAL LLC	13,866	0.02%	$944K	+7,840 (+130.1%)
181	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	13,311	0.02%	$907K	—
182	MITCHELL & PAHL PRIVATE WEALTH, LLC	13,151	0.02%	$896K	+531 (+4.2%)
183	Kera Capital Partners, Inc.	13,109	0.02%	$893K	NEW
184	Louisiana State Employees Retirement System	13,100	0.02%	$892K	+100 (+0.8%)
185	Dynamic Technology Lab Private Ltd	12,870	0.02%	$877K	NEW
186	Inscription Capital, LLC	12,734	0.02%	$867K	NEW
187	WBI INVESTMENTS, LLC	12,725	0.02%	$867K	NEW
188	ARIZONA STATE RETIREMENT SYSTEM	12,412	0.02%	$845K	-341 (-2.7%)
189	Sanctuary Advisors, LLC	12,309	0.02%	$838K	+1,690 (+15.9%)
190	YOUSIF CAPITAL MANAGEMENT, LLC	12,235	0.02%	$833K	-773 (-5.9%)
191	Ethic Inc.	12,209	0.02%	$832K	+1,939 (+18.9%)
192	Nicollet Investment Management, Inc.	12,152	0.02%	$828K	+386 (+3.3%)
193	Thrivent Financial for Lutherans	12,114	0.02%	$825K	-121 (-1.0%)
194	Zurcher Kantonalbank (Zurich Cantonalbank)	11,954	0.02%	$814K	—
195	OSAIC HOLDINGS, INC.	11,809	0.02%	$805K	+2,544 (+27.5%)
196	Long Road Investment Counsel, LLC	11,675	0.02%	$795K	—
197	Creative Planning	11,516	0.02%	$784K	-2,182 (-15.9%)
198	HUB Investment Partners, LLC	11,490	0.02%	$783K	+4,627 (+67.4%)
199	Vanguard Investments Australia, Ltd.	11,444	0.02%	$779K	—
200	Federation des caisses Desjardins du Quebec	11,440	0.02%	$779K	+6,431 (+128.4%)
201	AE Wealth Management LLC	11,139	0.02%	$759K	NEW
202	TD Waterhouse Canada Inc.	10,994	0.02%	$754K	+4,178 (+61.3%)
203	COMMERCE BANK	10,729	0.02%	$731K	-229 (-2.1%)
204	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	10,725	0.02%	$730K	-472 (-4.2%)
205	STATE OF MICHIGAN RETIREMENT SYSTEM	10,500	0.02%	$715K	-300 (-2.8%)
206	WEDBUSH SECURITIES INC	10,459	0.02%	$712K	+55 (+0.5%)
207	Walleye Capital LLC	10,401	0.02%	$708K	+864 (+9.1%)
208	PARK AVENUE SECURITIES LLC	10,363	0.02%	$706K	+112 (+1.1%)
209	KLP KAPITALFORVALTNING AS	10,200	0.02%	$695K	—
210	OCCUDO QUANTITATIVE STRATEGIES LP	10,172	0.02%	$693K	-12,835 (-55.8%)
211	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	10,077	0.02%	$686K	+66 (+0.7%)
212	Jain Global LLC	9,822	0.02%	$669K	NEW
213	Clearstead Advisors, LLC	9,797	0.02%	$667K	-6 (-0.1%)
214	Chicago Partners Investment Group LLC	9,646	0.02%	$651K	NEW
215	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	9,226	0.02%	$628K	+100 (+1.1%)
216	Arax Advisory Partners	9,047	0.02%	$616K	+6,278 (+226.7%)
217	BURNEY CO/	8,982	0.02%	$612K	-45 (-0.5%)
218	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	8,810	0.02%	$600K	+3,405 (+63.0%)
219	QUADRANT CAPITAL GROUP LLC	8,526	0.01%	$581K	-195 (-2.2%)
220	EP Wealth Advisors, LLC	8,504	0.01%	$579K	NEW
221	Gotham Asset Management, LLC	8,475	0.01%	$577K	-42,111 (-83.2%)
222	Janney Montgomery Scott LLC	8,415	0.01%	$573K	+465 (+5.8%)
223	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	8,312	0.01%	$566K	NEW
224	NEW MEXICO EDUCATIONAL RETIREMENT BOARD	8,300	0.01%	$565K	—
225	Aaron Wealth Advisors LLC	8,297	0.01%	$565K	NEW
226	Ameritas Investment Partners, Inc.	8,233	0.01%	$561K	—
227	1620 INVESTMENT ADVISORS, INC.	7,909	0.01%	$539K	+124 (+1.6%)
228	Empowered Funds, LLC	7,882	0.01%	$537K	-673 (-7.9%)
229	PARK CIRCLE Co	7,820	0.01%	$533K	—
230	Metis Global Partners, LLC	7,667	0.01%	$522K	+1,452 (+23.4%)
231	BOOTHBAY FUND MANAGEMENT, LLC	7,616	0.01%	$519K	-3,801 (-33.3%)
232	Pictet Asset Management Holding SA	7,594	0.01%	$517K	—
233	Vontobel Holding Ltd.	7,541	0.01%	$514K	-678 (-8.2%)
234	CONNABLE OFFICE INC	7,499	0.01%	$511K	-409 (-5.2%)
235	DAVENPORT & Co LLC	7,385	0.01%	$503K	+603 (+8.9%)
236	Cerity Partners LLC	7,281	0.01%	$496K	+281 (+4.0%)
237	State of Alaska, Department of Revenue	7,110	0.01%	$484K	-41 (-0.6%)
238	CERTUITY, LLC	7,082	0.01%	$482K	NEW
239	GABELLI & Co INVESTMENT ADVISERS, INC.	7,000	0.01%	$477K	—
240	BCS Private Wealth Management, Inc.	6,960	0.01%	$474K	NEW
241	Baker Avenue Asset Management, LP	6,949	0.01%	$473K	NEW
242	PINNACLE ASSOCIATES LTD	6,857	0.01%	$467K	-702 (-9.3%)
243	BNP PARIBAS FINANCIAL MARKETS	6,844	0.01%	$466K	-7,550 (-52.5%)
244	TRUIST FINANCIAL CORP	6,805	0.01%	$464K	-2,001 (-22.7%)
245	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6,737	0.01%	$459K	+890 (+15.2%)
246	Rehmann Capital Advisory Group	6,451	0.01%	$439K	+517 (+8.7%)
247	Beacon Pointe Advisors, LLC	6,296	0.01%	$429K	NEW
248	Baird Financial Group, Inc.	6,268	0.01%	$427K	NEW
249	Perigon Wealth Management, LLC	6,052	0.01%	$412K	+520 (+9.4%)
250	CHOREO, LLC	5,954	0.01%	$406K	NEW

Exited since 2026-03-31 (59 filers; largest 25 shown)

SG Capital Management LLC	−488,597
JANE STREET GROUP, LLC	−218,429
Atom Investors LP	−173,347
Markel Group Inc.	−168,000
Point72 Asset Management, L.P.	−114,973
WINTON GROUP Ltd	−87,620
Darwins River Capital, LP	−65,020
INTRINSIC EDGE CAPITAL MANAGEMENT LLC	−50,000
CHASE INVESTMENT COUNSEL CORP	−44,784
Eurizon Capital SGR S.p.A.	−40,784
Financial Gravity Asset Management, Inc.	−39,830
Polar Asset Management Partners Inc.	−32,500
Man Group plc	−28,170
Lido Advisors, LLC	−25,411
Econ Financial Services Corp	−24,352
PDT Partners, LLC	−23,220
SUSQUEHANNA INTERNATIONAL GROUP, LLP	−20,878
Virtu Financial LLC	−19,905
JANUS HENDERSON GROUP PLC	−19,855
Freestone Grove Partners LP	−18,068
Engineers Gate Manager LP	−17,902
TWINBEECH CAPITAL LP	−17,766
COOPER CREEK PARTNERS MANAGEMENT LLC	−15,686
Bridgefront Capital, LLC	−15,602
Aquatic Capital Management LLC	−14,095

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	2026-10-07	2026-09-30	5,877,330.42	10.1%
FMR LLC	SCHEDULE 13G/A	2026-10-07	2026-09-30	5,877,330.42	10.1%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
Hagedorn Partnership, L.P.	SCHEDULE 13D/A	2025-12-11	2025-12-09	13,217,641	22.8%
James Hagedorn	SCHEDULE 13D/A	2025-12-11	2025-12-09	13,352,309.71	23%
Katherine Hagedorn Littlefield	SCHEDULE 13D/A	2025-12-11	2025-12-09	13,224,581	22.8%
Nathan Baxter	SCHEDULE 13D/A	2025-12-11	2025-12-09	13,284,177.11	22.9%
Robert Hagedorn	SCHEDULE 13D/A	2025-12-11	2025-12-09	13,217,641	22.8%
Susan Hagedorn	SCHEDULE 13D/A	2025-12-11	2025-12-09	13,217,641	22.8%
EARNEST PARTNERS LLC	SCHEDULE 13G/A	2025-08-15	2025-06-30	3,756,898	6.5%
Kayne Anderson Rudnick Investment Management, LLC	SCHEDULE 13G/A	2025-05-14	2025-03-31	1,812,436	3.15%

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.