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.

TETRA TECHNOLOGIES INC

CIK 0000844965TTI· quarter ending 2026-06-30

Shares outstanding

148,072,779

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

Held by 13F filers

136,125,803

91.9% of shares outstanding

Holders

246

+6 vs 2026-03-31 · 37 new, 31 exited

Value

$1.5B

shares +17.7% 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	TTI · NYSE	148,072,779	136,125,803	91.9%	246	88162F105

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
	88162F105	COM	246	136,125,803	148,072,779	91.9%	$1.5B	3 call / 2 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 (246 of 246 · 88162F105)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	12,223,413	8.26%	$138.5M	+612,884 (+5.3%)
2	NEUBERGER BERMAN GROUP LLC	8,667,727	5.85%	$98.2M	+505,731 (+6.2%)
3	VANGUARD CAPITAL MANAGEMENT LLC	6,117,626	4.13%	$69.3M	+693,769 (+12.8%)
4	AMERIPRISE FINANCIAL INC	6,065,202	4.10%	$68.7M	+549,680 (+10.0%)
5	NEEDHAM INVESTMENT MANAGEMENT LLC	5,651,500	3.82%	$64.0M	+2,276,500 (+67.5%)
6	CRAMER ROSENTHAL MCGLYNN LLC	5,070,419	3.42%	$57.4M	+3,309,509 (+187.9%)
7	AMERICAN CENTURY COMPANIES INC	4,528,248	3.06%	$51.3M	+174,100 (+4.0%)
8	Driehaus Capital Management LLC	4,373,843	2.95%	$49.6M	+782,817 (+21.8%)
9	STATE STREET CORP	3,955,016	2.67%	$44.8M	-212,904 (-5.1%)
10	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	3,880,891	2.62%	$44.0M	+1,136,361 (+41.4%)
11	Broad Bay Capital Management, LP	3,498,542	2.36%	$39.6M	NEW
12	GEODE CAPITAL MANAGEMENT, LLC	3,337,072	2.25%	$37.8M	+162,346 (+5.1%)
13	DIMENSIONAL FUND ADVISORS LP	3,320,077	2.24%	$37.6M	+2,216 (+0.1%)
14	EMERALD ADVISERS, LLC	3,093,379	2.09%	$35.0M	+431,852 (+16.2%)
15	GENDELL JEFFREY L	2,534,420	1.71%	$28.7M	-241,668 (-8.7%)
16	VANGUARD PORTFOLIO MANAGEMENT LLC	2,507,962	1.69%	$28.4M	+373,650 (+17.5%)
17	WELLINGTON MANAGEMENT GROUP LLP	2,343,491	1.58%	$26.6M	+880,413 (+60.2%)
18	D. E. Shaw & Co., Inc.	2,136,547	1.44%	$24.2M	—
19	MILLENNIUM MANAGEMENT LLC	2,002,429	1.35%	$22.7M	-496,067 (-19.9%)
20	EMERALD MUTUAL FUND ADVISERS TRUST	1,970,377	1.33%	$22.3M	+329,101 (+20.1%)
21	ROYCE & ASSOCIATES LP	1,955,138	1.32%	$22.2M	+273,380 (+16.3%)
22	Encompass Capital Advisors LLC	1,900,000	1.28%	$21.5M	-1,301,953 (-40.7%)
23	FRANKLIN RESOURCES INC	1,820,986	1.23%	$20.6M	+1,690,073 (+1291.0%)
24	FRONTIER CAPITAL MANAGEMENT CO LLC	1,796,050	1.21%	$20.3M	-351,180 (-16.4%)
25	BANK OF AMERICA CORP /DE/	1,774,275	1.20%	$20.1M	+643,021 (+56.8%)
26	Nuveen, LLC	1,703,741	1.15%	$19.3M	+622,744 (+57.6%)
27	FIRST TRUST ADVISORS LP	1,473,222	0.99%	$16.7M	+1,027,539 (+230.6%)
28	GOLDMAN SACHS GROUP INC	1,239,386	0.84%	$14.0M	-73,882 (-5.6%)
29	MORGAN STANLEY	1,166,244	0.79%	$13.2M	+883,175 (+312.0%)
30	NORTHERN TRUST CORP	1,164,293	0.79%	$13.2M	-88,694 (-7.1%)
31	WealthTrust Axiom LLC	1,132,497	0.76%	$12.8M	-4,443 (-0.4%)
32	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,119,032	0.76%	$12.7M	+26,404 (+2.4%)
33	Huber Capital Management LLC	1,082,148	0.73%	$12.3M	+95,168 (+9.6%)
34	RICE HALL JAMES & ASSOCIATES, LLC	1,067,906	0.72%	$12.1M	+1,028,089 (+2582.0%)
35	BRIDGEWAY CAPITAL MANAGEMENT, LLC	1,064,214	0.72%	$12.1M	-113,416 (-9.6%)
36	Russell Investments Group, Ltd.	1,010,044	0.68%	$11.4M	+303,026 (+42.9%)
37	HEARTLAND ADVISORS INC	1,000,100	0.68%	$11.3M	+386,300 (+62.9%)
38	VANGUARD FIDUCIARY TRUST CO	966,849	0.65%	$11.0M	+108,516 (+12.6%)
39	MARATHON CAPITAL MANAGEMENT	962,171	0.65%	$10.9M	-16,840 (-1.7%)
40	Aperture Investors, LLC	905,901	0.61%	$10.3M	+160,009 (+21.5%)
41	Cinctive Capital Management LP	896,080	0.61%	$10.2M	+844,591 (+1640.3%)
42	Stanley-Laman Group, Ltd.	890,023	0.60%	$10.1M	-6,792 (-0.8%)
43	Invesco Ltd.	853,349	0.58%	$9.7M	+98,203 (+13.0%)
44	EVERETT HARRIS & CO /CA/	803,865	0.54%	$9.1M	+188 (+0.0%)
45	PANAGORA ASSET MANAGEMENT INC	775,846	0.52%	$8.8M	-187,868 (-19.5%)
46	AQR CAPITAL MANAGEMENT LLC	757,701	0.51%	$8.6M	+6,293 (+0.8%)
47	ESSEX INVESTMENT MANAGEMENT CO LLC	741,007	0.50%	$8.4M	-33,092 (-4.3%)
48	Empowered Funds, LLC	664,214	0.45%	$7.5M	+21,584 (+3.4%)
49	NATIXIS ADVISORS, LLC	660,057	0.45%	$7.5M	+165,025 (+33.3%)
50	CITADEL ADVISORS LLC	627,772	0.42%	$7.1M	-222,069 (-26.1%)
51	DEUTSCHE BANK AG\	537,058	0.36%	$6.1M	+323,433 (+151.4%)
52	HITE Hedge Asset Management LLC	531,027	0.36%	$6.0M	-40,106 (-7.0%)
53	UBS Group AG	527,704	0.36%	$6.0M	-112,240 (-17.5%)
54	Ranger Investment Management, L.P.	458,119	0.31%	$5.2M	-59,271 (-11.5%)
55	Balyasny Asset Management L.P.	419,707	0.28%	$4.8M	NEW
56	Bank of New York Mellon Corp	417,715	0.28%	$4.7M	-11,248 (-2.6%)
57	BRANT POINT INVESTMENT MANAGEMENT LLC	400,000	0.27%	$4.5M	NEW
58	Hilton Capital Management, LLC	389,498	0.26%	$4.4M	+30,765 (+8.6%)
59	BERKSHIRE ASSET MANAGEMENT LLC/PA	367,500	0.25%	$4.2M	—
60	&PARTNERS	364,604	0.25%	$4.1M	-6,632 (-1.8%)
61	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	325,000	0.22%	$3.7M	NEW
62	Pullen Investment Management, LLC	314,336	0.21%	$3.6M	+543 (+0.2%)
63	RENAISSANCE TECHNOLOGIES LLC	293,525	0.20%	$3.3M	NEW
64	SEI INVESTMENTS CO	278,247	0.19%	$3.2M	-159,837 (-36.5%)
65	PRINCIPAL FINANCIAL GROUP INC	259,598	0.18%	$2.9M	+24,576 (+10.5%)
66	Swiss National Bank	255,800	0.17%	$2.9M	+6,100 (+2.4%)
67	Legato Capital Management LLC	249,790	0.17%	$2.8M	+7,618 (+3.1%)
68	Vestmark Advisory Solutions, Inc.	238,274	0.16%	$2.7M	+144,296 (+153.5%)
69	CREDIT AGRICOLE S A	238,239	0.16%	$2.7M	-200,000 (-45.6%)
70	Tidal Investments LLC	209,297	0.14%	$2.4M	-22,498 (-9.7%)
71	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	207,954	0.14%	$2.4M	+31,086 (+17.6%)
72	WELLS FARGO & COMPANY/MN	201,887	0.14%	$2.3M	+70,833 (+54.0%)
73	SEVEN GRAND MANAGERS, LLC	200,000	0.14%	$2.3M	NEW
74	PRICE T ROWE ASSOCIATES INC /MD/	199,806	0.13%	$2.3M	+35,667 (+21.7%)
75	JACOBS LEVY EQUITY MANAGEMENT, INC	197,180	0.13%	$2.2M	NEW
76	CITIGROUP INC	196,392	0.13%	$2.2M	+55,247 (+39.1%)
77	RHUMBLINE ADVISERS	194,366	0.13%	$2.2M	+5,364 (+2.8%)
78	STRS OHIO	188,500	0.13%	$2.1M	+5,300 (+2.9%)
79	CHAPIN DAVIS, INC.	187,589	0.13%	$2.1M	-4,345 (-2.3%)
80	Penn Capital Management Company, LLC	180,867	0.12%	$2.0M	+69,500 (+62.4%)
81	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	180,674	0.12%	$2.0M	+21,118 (+13.2%)
82	VOYA INVESTMENT MANAGEMENT LLC	179,516	0.12%	$2.0M	-87,057 (-32.7%)
83	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	178,078	0.12%	$2.0M	-64,369 (-26.5%)
84	Cerity Partners LLC	170,001	0.11%	$1.9M	+156,974 (+1205.0%)
85	SIR Capital Management, L.P.	159,766	0.11%	$1.8M	+5,109 (+3.3%)
86	Rubric Capital Management LP	150,000	0.10%	$1.7M	NEW
87	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	146,001	0.10%	$1.7M	-18,953 (-11.5%)
88	F/m Investments LLC	141,393	0.10%	$1.6M	+11,595 (+8.9%)
89	ALLIANCEBERNSTEIN L.P.	138,549	0.09%	$1.2M	+14,133 (+11.4%)
90	OP Asset Management Ltd	135,811	0.09%	$1.5M	+41,064 (+43.3%)
91	JPMORGAN CHASE & CO	134,466	0.09%	$1.5M	+1,860 (+1.4%)
92	Legal & General Group Plc	125,658	0.08%	$1.4M	+21,847 (+21.0%)
93	FMR LLC	123,533	0.08%	$1.4M	-11,760 (-8.7%)
94	Creative Planning	101,165	0.07%	$1.1M	+16,053 (+18.9%)
95	GSA CAPITAL PARTNERS LLP	99,605	0.07%	$1.1M	-4,987 (-4.8%)
96	MARSHALL WACE, LLP	98,559	0.07%	$1.1M	-293,848 (-74.9%)
97	FIFTH THIRD BANCORP	94,562	0.06%	$1.1M	+2,858 (+3.1%)
98	Vanguard Global Advisers, LLC	90,160	0.06%	$1.0M	+10,686 (+13.4%)
99	Squarepoint Ops LLC	86,366	0.06%	$979K	-243,287 (-73.8%)
100	GUGGENHEIM CAPITAL LLC	86,195	0.06%	$977K	+36,004 (+71.7%)
101	SUSQUEHANNA INTERNATIONAL GROUP, LLP	86,098	0.06%	$975K	+19,956 (+30.2%)
102	VANGUARD ASSET MANAGEMENT, Ltd	85,012	0.06%	$963K	—
103	STATE OF WISCONSIN INVESTMENT BOARD	82,900	0.06%	$939K	-51,664 (-38.4%)
104	DARK FOREST CAPITAL MANAGEMENT LP	82,618	0.06%	$936K	-18,410 (-18.2%)
105	Zurcher Kantonalbank (Zurich Cantonalbank)	76,565	0.05%	$867K	—
106	MetLife Investment Management, LLC	76,339	0.05%	$865K	+11,263 (+17.3%)
107	JENNISON ASSOCIATES LLC	71,269	0.05%	$807K	-4,895 (-6.4%)
108	Calamos Advisors LLC	70,649	0.05%	$800K	NEW
109	Counterpoint Mutual Funds LLC	68,040	0.05%	$771K	-36,925 (-35.2%)
110	Y-Intercept (Hong Kong) Ltd	65,400	0.04%	$741K	NEW
111	Jupiter Topco LLC	60,900	0.04%	$690K	NEW
112	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	59,779	0.04%	$677K	+242 (+0.4%)
113	Van Hulzen Asset Management, LLC	59,628	0.04%	$676K	—
114	Inspire Investing, LLC	59,465	0.04%	$674K	-1,276 (-2.1%)
115	Boston Partners	58,789	0.04%	$666K	+6,243 (+11.9%)
116	Amundi	58,017	0.04%	$657K	+41,419 (+249.5%)
117	CoreCommodity Management, LLC	57,270	0.04%	$649K	+835 (+1.5%)
118	MANUFACTURERS LIFE INSURANCE COMPANY, THE	57,232	0.04%	$648K	-1,162 (-2.0%)
119	Kestra Advisory Services, LLC	55,953	0.04%	$634K	-10,462 (-15.8%)
120	OPPENHEIMER ASSET MANAGEMENT INC.	54,179	0.04%	$614K	+22,703 (+72.1%)
121	Centiva Capital, LP	53,300	0.04%	$604K	NEW
122	DIVERSIFIED TRUST CO	53,134	0.04%	$602K	+3,479 (+7.0%)
123	PRUDENTIAL FINANCIAL INC	49,540	0.03%	$561K	-157,690 (-76.1%)
124	Fulton Bank, N.A.	48,119	0.03%	$545K	+4,306 (+9.8%)
125	ENVESTNET ASSET MANAGEMENT INC	46,992	0.03%	$532K	+14,431 (+44.3%)
126	Templeton & Phillips Capital Management, LLC	46,580	0.03%	$528K	—
127	LPL Financial LLC	44,674	0.03%	$506K	+19,874 (+80.1%)
128	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	44,314	0.03%	$419K	+18,598 (+72.3%)
129	TWO SIGMA INVESTMENTS, LP	44,027	0.03%	$499K	NEW
130	Quantinno Capital Management LP	43,626	0.03%	$494K	+12,563 (+40.4%)
131	Aquatic Capital Management LLC	42,838	0.03%	$485K	NEW
132	RAYMOND JAMES FINANCIAL INC	41,599	0.03%	$471K	+3,389 (+8.9%)
133	EntryPoint Capital, LLC	41,492	0.03%	$470K	NEW
134	INTECH INVESTMENT MANAGEMENT LLC	40,903	0.03%	$463K	-1,260 (-3.0%)
135	NEW YORK STATE COMMON RETIREMENT FUND	39,957	0.03%	$453K	-100 (-0.2%)
136	Police & Firemen's Retirement System of New Jersey	39,455	0.03%	$447K	+4,489 (+12.8%)
137	STIFEL FINANCIAL CORP	35,711	0.02%	$405K	+4,075 (+12.9%)
138	ARIZONA STATE RETIREMENT SYSTEM	35,178	0.02%	$399K	+240 (+0.7%)
139	Vanguard Investments Australia, Ltd.	34,364	0.02%	$389K	—
140	Concentric Capital Strategies, LP	32,952	0.02%	$373K	NEW
141	Expect Equity LLC	31,953	0.02%	$362K	+15,700 (+96.6%)
142	Kings Path Partners LLC	31,870	0.02%	$361K	—
143	Brevan Howard Capital Management LP	31,384	0.02%	$356K	+1,779 (+6.0%)
144	BNP PARIBAS FINANCIAL MARKETS	30,396	0.02%	$344K	-7,339 (-19.4%)
145	OMERS ADMINISTRATION Corp	29,600	0.02%	$335K	NEW
146	MERCER GLOBAL ADVISORS INC /ADV	28,135	0.02%	$319K	+1,640 (+6.2%)
147	Global Retirement Partners, LLC	28,072	0.02%	$318K	NEW
148	KLP KAPITALFORVALTNING AS	26,900	0.02%	$305K	—
149	Penbrook Management LLC	26,260	0.02%	$298K	-150 (-0.6%)
150	Baird Financial Group, Inc.	24,709	0.02%	$280K	NEW
151	Lighthouse Investment Partners, LLC	24,360	0.02%	$276K	NEW
152	XTX Topco Ltd	24,251	0.02%	$275K	-217,631 (-90.0%)
153	HANTZ FINANCIAL SERVICES, INC.	22,522	0.02%	$255K	NEW
154	CAPTRUST FINANCIAL ADVISORS	22,087	0.01%	$250K	+651 (+3.0%)
155	Mraz, Amerine & Associates, Inc.	22,000	0.01%	$249K	—
156	Vident Advisory, LLC	21,806	0.01%	$247K	+1,518 (+7.5%)
157	PROFUND ADVISORS LLC	21,412	0.01%	$243K	-32,971 (-60.6%)
158	BARCLAYS PLC	21,288	0.01%	$241K	-3,126 (-12.8%)
159	Quadrature Capital Ltd	21,075	0.01%	$239K	-11,286 (-34.9%)
160	Vanguard Personalized Indexing Management, LLC	18,542	0.01%	$210K	+2,538 (+15.9%)
161	Pictet Asset Management Holding SA	18,062	0.01%	$205K	-4,592 (-20.3%)
162	SG Americas Securities, LLC	17,772	0.01%	$201K	-40,559 (-69.5%)
163	BENJAMIN EDWARDS INC	17,357	0.01%	$197K	+2,318 (+15.4%)
164	Arax Advisory Partners	17,123	0.01%	$194K	NEW
165	ProShare Advisors LLC	17,071	0.01%	$193K	-1,349 (-7.3%)
166	HORIZON KINETICS ASSET MANAGEMENT LLC	16,320	0.01%	$185K	—
167	Baker Ellis Asset Management LLC	16,000	0.01%	$181K	—
168	Douglass Winthrop Advisors, LLC	15,000	0.01%	$170K	—
169	VICTORY CAPITAL MANAGEMENT INC	14,687	0.01%	$166K	+275 (+1.9%)
170	Edgestream Partners, L.P.	14,618	0.01%	$166K	-322,650 (-95.7%)
171	Worth Venture Partners, LLC	14,225	0.01%	$161K	NEW
172	Mariner, LLC	13,846	0.01%	$157K	-13,857 (-50.0%)
173	Jefferies Financial Group Inc.	13,090	0.01%	$148K	-2,586 (-16.5%)
174	CANADA LIFE ASSURANCE Co	12,893	0.01%	$146K	—
175	HUB Investment Partners, LLC	12,776	0.01%	$145K	+676 (+5.6%)
176	XPONANCE LLC	12,508	0.01%	$142K	+877 (+7.5%)
177	Integrated Wealth Concepts LLC	12,467	0.01%	$141K	+116 (+0.9%)
178	Gunderson Capital Management LLC	12,079	0.01%	$137K	-29 (-0.2%)
179	Ameritas Investment Partners, Inc.	11,832	0.01%	$134K	+1,216 (+11.5%)
180	Aster Capital Management (DIFC) Ltd	11,718	0.01%	$133K	NEW
181	WINTON GROUP Ltd	11,535	0.01%	$131K	-32,583 (-73.9%)
182	CHOREO, LLC	11,449	0.01%	$130K	NEW
183	OXFORD ASSET MANAGEMENT LLP	11,020	0.01%	$125K	NEW
184	TUDOR INVESTMENT CORP ET AL	10,710	0.01%	$121K	NEW
185	STONERIDGE INVESTMENT PARTNERS LLC	10,509	0.01%	$81K	-59 (-0.6%)
186	Chicago Partners Investment Group LLC	10,238	0.01%	$87K	NEW
187	NISA INVESTMENT ADVISORS, LLC	10,223	0.01%	$116K	+1,299 (+14.6%)
188	Graham Capital Management, L.P.	10,148	0.01%	$115K	-3,952 (-28.0%)
189	NewEdge Wealth, LLC	10,129	0.01%	$115K	-72 (-0.7%)
190	Corient Private Wealth LP	10,048	0.01%	$114K	NEW
191	DKM Wealth Management, Inc.	10,000	0.01%	$113K	-500 (-4.8%)
192	State of Wyoming	9,376	0.01%	$106K	-15,178 (-61.8%)
193	Tower Research Capital LLC (TRC)	8,729	0.01%	$99K	-3,062 (-26.0%)
194	ROYAL BANK OF CANADA	8,188	0.01%	$92K	-976 (-10.7%)
195	Premier Fund Managers Ltd	7,628	0.01%	$87K	-7,978 (-51.1%)
196	Generali Investments, Management Co LLC	5,809	0.00%	$66K	—
197	Covestor Ltd	5,704	0.00%	$64K	-603 (-9.6%)
198	Ensign Peak Advisors, Inc	5,500	0.00%	$62K	—
199	State of Alaska, Department of Revenue	4,952	0.00%	$56K	—
200	OSAIC HOLDINGS, INC.	4,706	0.00%	$53K	+60 (+1.3%)
201	Stone House Investment Management, LLC	4,190	0.00%	$47K	—
202	SIMPLEX TRADING, LLC	4,095	0.00%	$46K	-497 (-10.8%)
203	KBC Group NV	3,132	0.00%	$35K	—
204	EverSource Wealth Advisors, LLC	2,899	0.00%	$33K	-2,045 (-41.4%)
205	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	2,845	0.00%	$32K	+3 (+0.1%)
206	Allworth Financial LP	2,417	0.00%	$27K	+356 (+17.3%)
207	Quantbot Technologies LP	1,910	0.00%	$22K	NEW
208	JONES FINANCIAL COMPANIES LLLP	1,692	0.00%	$18K	-1,384 (-45.0%)
209	Optiver Holding B.V.	1,683	0.00%	$19K	NEW
210	GAMMA Investing LLC	1,572	0.00%	$18K	+62 (+4.1%)
211	Farther Finance Advisors, LLC	1,551	0.00%	$18K	+621 (+66.8%)
212	Essential Partners LLC	1,461	0.00%	$17K	+51 (+3.6%)
213	Rockefeller Capital Management L.P.	1,364	0.00%	$15K	-1,291 (-48.6%)
214	Fortitude Family Office, LLC	1,344	0.00%	$15K	+4 (+0.3%)
215	IFP Advisors, Inc	927	0.00%	$11K	-13 (-1.4%)
216	Parallel Advisors, LLC	836	0.00%	$9K	-7 (-0.8%)
217	US BANCORP \DE\	828	0.00%	$9K	—
218	SBI Securities Co., Ltd.	765	0.00%	$9K	+298 (+63.8%)
219	PNC Financial Services Group, Inc.	733	0.00%	$8K	+38 (+5.5%)
220	Physician Wealth Advisors, Inc.	617	0.00%	$7K	—
221	True Wealth Design, LLC	566	0.00%	$6K	-2 (-0.4%)
222	Transamerica Financial Advisors, LLC	557	0.00%	$6K	—
223	Smartleaf Asset Management LLC	550	0.00%	$6K	—
224	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	500	0.00%	$5K	—
225	Sterling Capital Management LLC	458	0.00%	$5K	-3,752 (-89.1%)
226	Hurley Capital, LLC	448	0.00%	$5K	—
227	SIGNATUREFD, LLC	362	0.00%	$4K	NEW
228	ROTHSCHILD INVESTMENT LLC	284	0.00%	$3K	+18 (+6.8%)
229	CoreCap Advisors, LLC	255	0.00%	$3K	—
230	Larson Financial Group LLC	252	0.00%	$3K	+10 (+4.1%)
231	Rialto Wealth Management, LLC	188	0.00%	$2K	—
232	Parkside Financial Bank & Trust	150	0.00%	$2K	—
233	Quarry LP	140	0.00%	$2K	-21 (-13.0%)
234	LOS ANGELES CAPITAL MANAGEMENT LLC	133	0.00%	$2K	—
235	Valued Wealth Advisors LLC	132	0.00%	$1K	NEW
236	Caitong International Asset Management Co., Ltd	92	0.00%	$1K	-52 (-36.1%)
237	HOLLENCREST CAPITAL MANAGEMENT	64	0.00%	$725	—
238	ASSETMARK, INC	60	0.00%	$680	—
239	Silicon Valley Capital Partners	59	0.00%	$668	—
240	CHESAPEAKE ASSET MANAGEMENT LLC	58	0.00%	$2K	NEW
241	Ameritas Advisory Services, LLC	44	0.00%	$499	NEW
242	Clearstead Advisors, LLC	39	0.00%	$442	NEW
243	BESSEMER GROUP INC	34	0.00%	$0	—
244	Silver Grove Financial Group, Inc.	32	0.00%	$363	NEW
245	SJS Investment Consulting Inc.	31	0.00%	$352	+2 (+6.9%)
246	Hughes Financial Services, LLC	1	0.00%	$11	—

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

Point72 Asset Management, L.P.	−442,497
Qube Research & Technologies Ltd	−241,651
Trexquant Investment LP	−200,965
Informed Momentum Co LLC	−176,117
JANE STREET GROUP, LLC	−153,176
THAMES CAPITAL MANAGEMENT LLC	−116,196
CWM, LLC	−72,207
Numerai GP LLC	−69,443
JANUS HENDERSON GROUP PLC	−60,900
Connor, Clark & Lunn Investment Management Ltd.	−56,337
ExodusPoint Capital Management, LP	−51,494
FOX RUN MANAGEMENT, L.L.C.	−33,372
ALGERT GLOBAL LLC	−33,150
MANGROVE PARTNERS IM, LLC	−27,294
Yorktown Management & Research Co Inc	−23,850
Beacon Pointe Advisors, LLC	−21,170
Abacus Wealth Partners, LLC	−19,326
MIRABELLA FINANCIAL SERVICES LLP	−17,934
BOOTHBAY FUND MANAGEMENT, LLC	−17,253
DRW Securities, LLC	−16,951
IMC-Chicago, LLC	−11,650
Dynamic Technology Lab Private Ltd	−10,519
CIBC Asset Management Inc	−10,338
Advisory Services Network, LLC	−4,000
QUADRANT CAPITAL GROUP LLC	−3,905

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
Neuberger Berman Group LLC	SCHEDULE 13G/A	2026-10-06	2026-09-30	7,367,454	4.9%
Neuberger Berman Investment Advisers LLC	SCHEDULE 13G/A	2026-10-06	2026-09-30	6,725,608	4.5%
Ameriprise Financial, Inc.	SCHEDULE 13G/A	2026-05-15	2026-03-31	5,515,522	4.1%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
Fuller & Thaler Asset Management, Inc.	SCHEDULE 13G/A	2026-02-17	2025-12-31	6,565.86	0%
BlackRock, Inc.	SCHEDULE 13G/A	2025-10-17	2025-09-30	10,171,712	7.6%
PICTET ASSET MANAGEMENT SA	SCHEDULE 13D	2025-04-15	2025-04-15	14,458,349	5.3%

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.