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.
Share classes (cover page of the 10-Q filed 2026-08-06, as of 2026-08-03)
| Class | Listed | Shares outstanding | Held by 13F filers | % of class | Holders | CUSIP |
|---|---|---|---|---|---|---|
| Common stock | CRVL · NASDAQ | 50,516,571 | 27,816,893 | 55.1% | 290 | 221006109 |
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.
Top holders (250 of 290 · 221006109)
change vs 2026-03-31| # | Filer | Shares | % of class | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5,139,406 | 10.17% | $321.3M | +262,510 (+5.4%) |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4,551,195 | 9.01% | $284.5M | -319,794 (-6.6%) |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,719,876 | 3.40% | $107.5M | +28,477 (+1.7%) |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 1,529,530 | 3.03% | $95.6M | -88,300 (-5.5%) |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1,298,302 | 2.57% | $81.2M | +1,310 (+0.1%) |
| 6 | STATE STREET CORP | 1,289,247 | 2.55% | $80.6M | +80,056 (+6.6%) |
| 7 | DIMENSIONAL FUND ADVISORS LP | 1,136,109 | 2.25% | $71.0M | -24,444 (-2.1%) |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1,013,570 | 2.01% | $63.4M | +76,018 (+8.1%) |
| 9 | MORGAN STANLEY | 655,700 | 1.30% | $41.0M | -39,206 (-5.6%) |
| 10 | WELLS FARGO & COMPANY/MN | 453,149 | 0.90% | $28.3M | -8,773 (-1.9%) |
| 11 | Boston Trust Walden Corp | 415,013 | 0.82% | $25.9M | -20,012 (-4.6%) |
| 12 | NORTHERN TRUST CORP | 410,412 | 0.81% | $25.7M | +30,816 (+8.1%) |
| 13 | Owls Nest Partners IA, LLC | 407,671 | 0.81% | $25.5M | +59,342 (+17.0%) |
| 14 | ALGERT GLOBAL LLC | 383,419 | 0.76% | $24.0M | +153,877 (+67.0%) |
| 15 | AQR CAPITAL MANAGEMENT LLC | 358,999 | 0.71% | $22.4M | +228,958 (+176.1%) |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 312,845 | 0.62% | $19.6M | +36,370 (+13.2%) |
| 17 | RAYMOND JAMES FINANCIAL INC | 271,516 | 0.54% | $17.0M | +39,850 (+17.2%) |
| 18 | GOLDMAN SACHS GROUP INC | 251,733 | 0.50% | $15.7M | +57,026 (+29.3%) |
| 19 | MARSHALL WACE, LLP | 221,883 | 0.44% | $13.9M | +57,920 (+35.3%) |
| 20 | VANGUARD FIDUCIARY TRUST CO | 219,291 | 0.43% | $13.7M | +6,707 (+3.2%) |
| 21 | Assenagon Asset Management S.A. | 203,904 | 0.40% | $12.7M | +6,046 (+3.1%) |
| 22 | Bank of New York Mellon Corp | 182,963 | 0.36% | $11.4M | -1,462 (-0.8%) |
| 23 | PRINCIPAL FINANCIAL GROUP INC | 181,994 | 0.36% | $11.4M | +2,394 (+1.3%) |
| 24 | Rockefeller Capital Management L.P. | 150,104 | 0.30% | $9.4M | +8,217 (+5.8%) |
| 25 | TWO SIGMA INVESTMENTS, LP | 145,409 | 0.29% | $9.1M | +33,159 (+29.5%) |
| 26 | NORGES BANK | 138,400 | 0.27% | $8.7M | NEW |
| 27 | Creative Planning | 132,045 | 0.26% | $8.3M | +50,416 (+61.8%) |
| 28 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 130,743 | 0.26% | $8.2M | NEW |
| 29 | BANK OF AMERICA CORP /DE/ | 129,122 | 0.26% | $8.1M | +24,284 (+23.2%) |
| 30 | Invesco Ltd. | 116,753 | 0.23% | $7.3M | -3,889 (-3.2%) |
| 31 | Grantham, Mayo, Van Otterloo & Co. LLC | 116,022 | 0.23% | $7.3M | +50,267 (+76.4%) |
| 32 | JPMORGAN CHASE & CO | 108,597 | 0.21% | $6.8M | -26,694 (-19.7%) |
| 33 | Public Sector Pension Investment Board | 107,067 | 0.21% | $6.7M | -4,562 (-4.1%) |
| 34 | Quantinno Capital Management LP | 105,732 | 0.21% | $6.6M | +24,188 (+29.7%) |
| 35 | Granahan Investment Management, LLC | 105,569 | 0.21% | $6.6M | +25,673 (+32.1%) |
| 36 | ENVESTNET ASSET MANAGEMENT INC | 102,070 | 0.20% | $6.4M | +910 (+0.9%) |
| 37 | MILLENNIUM MANAGEMENT LLC | 100,805 | 0.20% | $6.3M | +32,076 (+46.7%) |
| 38 | UBS Group AG | 99,807 | 0.20% | $6.2M | +5,693 (+6.0%) |
| 39 | ALLIANCEBERNSTEIN L.P. | 87,660 | 0.17% | $4.8M | — |
| 40 | Nuveen, LLC | 79,507 | 0.16% | $5.0M | +15,324 (+23.9%) |
| 41 | RHUMBLINE ADVISERS | 79,487 | 0.16% | $5.0M | -10,318 (-11.5%) |
| 42 | Qube Research & Technologies Ltd | 79,342 | 0.16% | $5.0M | -60,127 (-43.1%) |
| 43 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 78,890 | 0.16% | $4.9M | +1,116 (+1.4%) |
| 44 | BNP PARIBAS FINANCIAL MARKETS | 73,893 | 0.15% | $4.6M | +3,881 (+5.5%) |
| 45 | Russell Investments Group, Ltd. | 73,553 | 0.15% | $4.6M | +14,761 (+25.1%) |
| 46 | Legal & General Group Plc | 68,190 | 0.13% | $4.3M | -3,676 (-5.1%) |
| 47 | SEI INVESTMENTS CO | 66,581 | 0.13% | $4.2M | +7 (+0.0%) |
| 48 | Point72 Asset Management, L.P. | 66,189 | 0.13% | $4.1M | -30,960 (-31.9%) |
| 49 | Voleon Capital Management LP | 65,893 | 0.13% | $4.1M | -22,162 (-25.2%) |
| 50 | AMERIPRISE FINANCIAL INC | 65,556 | 0.13% | $4.1M | -4,037 (-5.8%) |
| 51 | Edgestream Partners, L.P. | 62,386 | 0.12% | $3.9M | +55,043 (+749.6%) |
| 52 | REGIONS FINANCIAL CORP | 61,557 | 0.12% | $3.8M | -4,702 (-7.1%) |
| 53 | Callan Family Office, LLC | 61,305 | 0.12% | $3.8M | +38 (+0.1%) |
| 54 | DEUTSCHE BANK AG\ | 60,326 | 0.12% | $3.8M | +5,143 (+9.3%) |
| 55 | Swiss National Bank | 56,500 | 0.11% | $3.5M | -4,300 (-7.1%) |
| 56 | BESSEMER GROUP INC | 56,161 | 0.11% | $3.5M | +41 (+0.1%) |
| 57 | CHATHAM CAPITAL GROUP, INC. | 55,450 | 0.11% | $3.5M | +581 (+1.1%) |
| 58 | ROYAL BANK OF CANADA | 55,352 | 0.11% | $3.5M | +218 (+0.4%) |
| 59 | PRUDENTIAL FINANCIAL INC | 54,959 | 0.11% | $3.4M | +175 (+0.3%) |
| 60 | Walleye Capital LLC | 52,915 | 0.10% | $3.3M | +48,906 (+1219.9%) |
| 61 | Corient Private Wealth LP | 50,913 | 0.10% | $3.2M | +15,414 (+43.4%) |
| 62 | PRICE T ROWE ASSOCIATES INC /MD/ | 47,446 | 0.09% | $3.0M | +8,936 (+23.2%) |
| 63 | FMR LLC | 41,701 | 0.08% | $2.6M | +8,481 (+25.5%) |
| 64 | VICTORY CAPITAL MANAGEMENT INC | 40,798 | 0.08% | $2.6M | +649 (+1.6%) |
| 65 | XTX Topco Ltd | 39,759 | 0.08% | $2.5M | -6,237 (-13.6%) |
| 66 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 37,593 | 0.07% | $2.4M | +8,443 (+29.0%) |
| 67 | AMERICAN CENTURY COMPANIES INC | 33,444 | 0.07% | $2.1M | +11,512 (+52.5%) |
| 68 | D. E. Shaw & Co., Inc. | 32,560 | 0.06% | $2.0M | -45,537 (-58.3%) |
| 69 | &PARTNERS | 31,780 | 0.06% | $2.0M | +552 (+1.8%) |
| 70 | STIFEL FINANCIAL CORP | 31,657 | 0.06% | $2.0M | -9,632 (-23.3%) |
| 71 | NewEdge Wealth, LLC | 31,288 | 0.06% | $2.0M | +164 (+0.5%) |
| 72 | Vestmark Advisory Solutions, Inc. | 31,088 | 0.06% | $1.9M | -25 (-0.1%) |
| 73 | IEQ CAPITAL, LLC | 29,783 | 0.06% | $1.9M | +21,022 (+239.9%) |
| 74 | Engineers Gate Manager LP | 29,307 | 0.06% | $1.8M | -41,179 (-58.4%) |
| 75 | Cerity Partners LLC | 26,904 | 0.05% | $1.7M | +8,353 (+45.0%) |
| 76 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 26,472 | 0.05% | $1.7M | +1,218 (+4.8%) |
| 77 | CITIGROUP INC | 26,464 | 0.05% | $1.7M | -3,956 (-13.0%) |
| 78 | CANADA LIFE ASSURANCE Co | 25,389 | 0.05% | $1.6M | -1,064 (-4.0%) |
| 79 | VANGUARD ASSET MANAGEMENT, Ltd | 25,187 | 0.05% | $1.6M | -492 (-1.9%) |
| 80 | Mariner, LLC | 24,725 | 0.05% | $1.5M | +16,615 (+204.9%) |
| 81 | OP Asset Management Ltd | 24,276 | 0.05% | $1.5M | — |
| 82 | OCCUDO QUANTITATIVE STRATEGIES LP | 24,264 | 0.05% | $1.5M | -229 (-0.9%) |
| 83 | LYELL WEALTH MANAGEMENT, LP | 22,948 | 0.05% | $1.4M | — |
| 84 | WINTON GROUP Ltd | 22,772 | 0.05% | $1.4M | +165 (+0.7%) |
| 85 | FIFTH THIRD BANCORP | 22,681 | 0.04% | $1.4M | +125 (+0.6%) |
| 86 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 22,199 | 0.04% | $799K | +7,448 (+50.5%) |
| 87 | SG Americas Securities, LLC | 22,121 | 0.04% | $1.4M | -24,884 (-52.9%) |
| 88 | Brevan Howard Capital Management LP | 21,846 | 0.04% | $1.4M | +11,144 (+104.1%) |
| 89 | Thrivent Financial for Lutherans | 20,490 | 0.04% | $1.3M | -338 (-1.6%) |
| 90 | BOOTHBAY FUND MANAGEMENT, LLC | 19,424 | 0.04% | $1.2M | +14,477 (+292.6%) |
| 91 | Empowered Funds, LLC | 19,147 | 0.04% | $1.2M | +3,332 (+21.1%) |
| 92 | MERCER GLOBAL ADVISORS INC /ADV | 19,046 | 0.04% | $1.2M | +11,455 (+150.9%) |
| 93 | Y-Intercept (Hong Kong) Ltd | 19,004 | 0.04% | $1.2M | NEW |
| 94 | LPL Financial LLC | 18,576 | 0.04% | $1.2M | +350 (+1.9%) |
| 95 | CAXTON ASSOCIATES LLP | 18,431 | 0.04% | $1.2M | -82 (-0.4%) |
| 96 | Bridgewater Associates, LP | 18,422 | 0.04% | $1.2M | NEW |
| 97 | LOS ANGELES CAPITAL MANAGEMENT LLC | 18,419 | 0.04% | $1.2M | +18,296 (+14874.8%) |
| 98 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 17,900 | 0.04% | $1.1M | -9,558 (-34.8%) |
| 99 | ARGENT CAPITAL MANAGEMENT LLC | 17,721 | 0.04% | $1.1M | -22,810 (-56.3%) |
| 100 | OneDigital Investment Advisors LLC | 17,616 | 0.03% | $1.1M | +6,097 (+52.9%) |
| 101 | Linden Thomas Advisory Services, LLC | 17,369 | 0.03% | $1.1M | +1,902 (+12.3%) |
| 102 | CANADA PENSION PLAN INVESTMENT BOARD | 17,300 | 0.03% | $1.1M | -400 (-2.3%) |
| 103 | MetLife Investment Management, LLC | 17,231 | 0.03% | $1.1M | +630 (+3.8%) |
| 104 | Balyasny Asset Management L.P. | 16,990 | 0.03% | $1.1M | -13,222 (-43.8%) |
| 105 | Elo Mutual Pension Insurance Co | 16,680 | 0.03% | $1.0M | NEW |
| 106 | Illinois Municipal Retirement Fund | 16,613 | 0.03% | $1.0M | +845 (+5.4%) |
| 107 | TEACHER RETIREMENT SYSTEM OF TEXAS | 16,588 | 0.03% | $1.0M | +2,949 (+21.6%) |
| 108 | Freestone Grove Partners LP | 16,322 | 0.03% | $1.0M | -1,694 (-9.4%) |
| 109 | Horizon Investments, LLC | 15,648 | 0.03% | $978K | NEW |
| 110 | Susquehanna Portfolio Strategies, LLC | 14,996 | 0.03% | $938K | +8,091 (+117.2%) |
| 111 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14,894 | 0.03% | $931K | +1,470 (+11.0%) |
| 112 | Atria Investments, Inc | 14,380 | 0.03% | $899K | -259 (-1.8%) |
| 113 | State of Wyoming | 14,246 | 0.03% | $891K | +11,560 (+430.4%) |
| 114 | Squarepoint Ops LLC | 14,000 | 0.03% | $875K | -10,191 (-42.1%) |
| 115 | Louisiana State Employees Retirement System | 13,700 | 0.03% | $857K | -100 (-0.7%) |
| 116 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 13,607 | 0.03% | $851K | -65 (-0.5%) |
| 117 | State of Alaska, Department of Revenue | 13,557 | 0.03% | $847K | -5,127 (-27.4%) |
| 118 | Blackstone Inc. | 13,290 | 0.03% | $831K | +2,071 (+18.5%) |
| 119 | Jupiter Topco LLC | 12,699 | 0.03% | $793K | NEW |
| 120 | Vanguard Global Advisers, LLC | 12,408 | 0.02% | $776K | -11 (-0.1%) |
| 121 | Numerai GP LLC | 12,188 | 0.02% | $762K | NEW |
| 122 | BEARING POINT CAPITAL, LLC | 12,000 | 0.02% | $750K | — |
| 123 | MGO ONE SEVEN LLC | 11,978 | 0.02% | $749K | +779 (+7.0%) |
| 124 | Handelsbanken Fonder AB | 11,900 | 0.02% | $744K | -200 (-1.7%) |
| 125 | State of Tennessee, Department of Treasury | 11,778 | 0.02% | $736K | -5,604 (-32.2%) |
| 126 | Vanguard Personalized Indexing Management, LLC | 11,626 | 0.02% | $727K | +1,110 (+10.6%) |
| 127 | Schonfeld Strategic Advisors LLC | 11,441 | 0.02% | $715K | -9,116 (-44.3%) |
| 128 | Graham Capital Management, L.P. | 11,262 | 0.02% | $704K | +1,924 (+20.6%) |
| 129 | NEW YORK STATE COMMON RETIREMENT FUND | 11,022 | 0.02% | $689K | +1,700 (+18.2%) |
| 130 | GSA CAPITAL PARTNERS LLP | 10,959 | 0.02% | $685K | -3,600 (-24.7%) |
| 131 | Inspire Investing, LLC | 10,887 | 0.02% | $681K | +1,326 (+13.9%) |
| 132 | CITADEL ADVISORS LLC | 10,198 | 0.02% | $638K | -64,216 (-86.3%) |
| 133 | Kesler, Norman & Wride, LLC | 10,196 | 0.02% | $637K | -1,855 (-15.4%) |
| 134 | FRANKLIN RESOURCES INC | 9,698 | 0.02% | $606K | +211 (+2.2%) |
| 135 | STRS OHIO | 9,600 | 0.02% | $600K | +1,700 (+21.5%) |
| 136 | Zurcher Kantonalbank (Zurich Cantonalbank) | 9,589 | 0.02% | $600K | — |
| 137 | Pathstone Holdings, LLC | 9,386 | 0.02% | $587K | +1,849 (+24.5%) |
| 138 | NorthCrest Asset Manangement, LLC | 9,297 | 0.02% | $584K | +1,072 (+13.0%) |
| 139 | YOUSIF CAPITAL MANAGEMENT, LLC | 9,166 | 0.02% | $573K | +39 (+0.4%) |
| 140 | WESBANCO BANK INC | 8,846 | 0.02% | $553K | +515 (+6.2%) |
| 141 | Police & Firemen's Retirement System of New Jersey | 8,787 | 0.02% | $549K | +724 (+9.0%) |
| 142 | Quadrature Capital Ltd | 8,721 | 0.02% | $545K | -3,017 (-25.7%) |
| 143 | Impact Capital Partners LLC | 8,469 | 0.02% | $529K | +137 (+1.6%) |
| 144 | AMALGAMATED BANK | 8,337 | 0.02% | $521K | -581 (-6.5%) |
| 145 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,211 | 0.02% | $513K | -5,645 (-40.7%) |
| 146 | INTECH INVESTMENT MANAGEMENT LLC | 8,102 | 0.02% | $507K | -1,535 (-15.9%) |
| 147 | Procyon Advisors, LLC | 7,934 | 0.02% | $496K | NEW |
| 148 | Curated Wealth Partners LLC | 7,898 | 0.02% | $494K | -519 (-6.2%) |
| 149 | ARIZONA STATE RETIREMENT SYSTEM | 7,763 | 0.02% | $485K | -683 (-8.1%) |
| 150 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 7,762 | 0.02% | $485K | — |
| 151 | Vanguard Investments Australia, Ltd. | 7,508 | 0.01% | $469K | — |
| 152 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 7,498 | 0.01% | $469K | — |
| 153 | Steward Partners Investment Advisory, LLC | 7,438 | 0.01% | $465K | +1,419 (+23.6%) |
| 154 | FIRST TRUST ADVISORS LP | 7,421 | 0.01% | $464K | -7,924 (-51.6%) |
| 155 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 7,399 | 0.01% | $463K | -317 (-4.1%) |
| 156 | Focus Partners Wealth | 7,253 | 0.01% | $453K | NEW |
| 157 | AVIVA PLC | 7,238 | 0.01% | $453K | -1,462 (-16.8%) |
| 158 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 7,088 | 0.01% | $443K | — |
| 159 | KLP KAPITALFORVALTNING AS | 7,000 | 0.01% | $438K | — |
| 160 | NEUBERGER BERMAN GROUP LLC | 6,954 | 0.01% | $435K | NEW |
| 161 | PRAXIS INVESTMENT MANAGEMENT INC | 6,700 | 0.01% | $419K | — |
| 162 | Trexquant Investment LP | 6,538 | 0.01% | $409K | -41,388 (-86.4%) |
| 163 | Aquatic Capital Management LLC | 6,277 | 0.01% | $392K | -19,023 (-75.2%) |
| 164 | CAPTRUST FINANCIAL ADVISORS | 6,242 | 0.01% | $390K | NEW |
| 165 | Amundi | 6,174 | 0.01% | $386K | NEW |
| 166 | RBF Capital, LLC | 6,000 | 0.01% | $375K | — |
| 167 | D.A. DAVIDSON & CO. | 5,853 | 0.01% | $366K | — |
| 168 | Arax Advisory Partners | 5,824 | 0.01% | $364K | +5,541 (+1958.0%) |
| 169 | VOYA INVESTMENT MANAGEMENT LLC | 5,685 | 0.01% | $355K | +544 (+10.6%) |
| 170 | Universal- Beteiligungs- und Servicegesellschaft mbH | 5,636 | 0.01% | $352K | +754 (+15.4%) |
| 171 | Inspire Advisors, LLC | 5,591 | 0.01% | $350K | +1,546 (+38.2%) |
| 172 | EVERGREEN CAPITAL MANAGEMENT LLC | 5,490 | 0.01% | $343K | +426 (+8.4%) |
| 173 | HANTZ FINANCIAL SERVICES, INC. | 5,473 | 0.01% | $342K | +318 (+6.2%) |
| 174 | M&T Bank Corp | 5,336 | 0.01% | $334K | +77 (+1.5%) |
| 175 | Integrated Wealth Concepts LLC | 5,314 | 0.01% | $332K | -1,635 (-23.5%) |
| 176 | BARCLAYS PLC | 5,135 | 0.01% | $321K | -1,639 (-24.2%) |
| 177 | Pictet Asset Management Holding SA | 5,120 | 0.01% | $320K | — |
| 178 | World Investment Advisors | 4,603 | 0.01% | $252K | +15 (+0.3%) |
| 179 | Vestcor Inc | 4,592 | 0.01% | $287K | — |
| 180 | Maryland State Retirement & Pension System | 4,573 | 0.01% | $286K | — |
| 181 | Swiss Life Asset Management Ltd | 4,531 | 0.01% | $283K | +10 (+0.2%) |
| 182 | Sanctuary Advisors, LLC | 4,469 | 0.01% | $279K | +302 (+7.2%) |
| 183 | Busey Bank | 4,442 | 0.01% | $278K | — |
| 184 | Inscription Capital, LLC | 4,336 | 0.01% | $271K | +210 (+5.1%) |
| 185 | Gotham Asset Management, LLC | 4,309 | 0.01% | $269K | -13,946 (-76.4%) |
| 186 | ProShare Advisors LLC | 4,234 | 0.01% | $265K | -317 (-7.0%) |
| 187 | Merit Financial Group, LLC | 4,124 | 0.01% | $258K | NEW |
| 188 | Apollon Wealth Management, LLC | 4,055 | 0.01% | $254K | -2,670 (-39.7%) |
| 189 | STATE OF WISCONSIN INVESTMENT BOARD | 3,791 | 0.01% | $237K | NEW |
| 190 | BRIGHTON JONES LLC | 3,726 | 0.01% | $233K | NEW |
| 191 | BANK OF MONTREAL /CAN/ | 3,628 | 0.01% | $227K | NEW |
| 192 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 3,573 | 0.01% | $223K | NEW |
| 193 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 3,561 | 0.01% | $223K | — |
| 194 | BENJAMIN EDWARDS INC | 3,422 | 0.01% | $214K | -809 (-19.1%) |
| 195 | Ethic Inc. | 3,329 | 0.01% | $208K | NEW |
| 196 | Quantbot Technologies LP | 3,206 | 0.01% | $200K | -6,475 (-66.9%) |
| 197 | PNC Financial Services Group, Inc. | 3,202 | 0.01% | $200K | +856 (+36.5%) |
| 198 | Axxion S.A. | 3,130 | 0.01% | $196K | NEW |
| 199 | Parkside Financial Bank & Trust | 2,832 | 0.01% | $177K | +30 (+1.1%) |
| 200 | Ameritas Investment Partners, Inc. | 2,682 | 0.01% | $168K | +249 (+10.2%) |
| 201 | SIGNATUREFD, LLC | 2,612 | 0.01% | $163K | +265 (+11.3%) |
| 202 | GAMMA Investing LLC | 2,338 | 0.00% | $146K | +394 (+20.3%) |
| 203 | Allworth Financial LP | 2,220 | 0.00% | $139K | +1,062 (+91.7%) |
| 204 | Pinnacle Wealth Planning Services, Inc. | 1,976 | 0.00% | $124K | +249 (+14.4%) |
| 205 | NISA INVESTMENT ADVISORS, LLC | 1,967 | 0.00% | $123K | +793 (+67.5%) |
| 206 | US BANCORP \DE\ | 1,531 | 0.00% | $96K | +394 (+34.7%) |
| 207 | Covestor Ltd | 1,317 | 0.00% | $82K | +216 (+19.6%) |
| 208 | Nykredit A/S | 1,283 | 0.00% | $80K | NEW |
| 209 | MassMutual Private Wealth & Trust, FSB | 1,228 | 0.00% | $77K | +195 (+18.9%) |
| 210 | Quent Capital, LLC | 1,084 | 0.00% | $68K | -34 (-3.0%) |
| 211 | Tower Research Capital LLC (TRC) | 1,038 | 0.00% | $65K | -407 (-28.2%) |
| 212 | KBC Group NV | 987 | 0.00% | $62K | — |
| 213 | IFP Advisors, Inc | 973 | 0.00% | $61K | +395 (+68.3%) |
| 214 | WHITTIER TRUST CO OF NEVADA INC | 939 | 0.00% | $60K | — |
| 215 | Versant Capital Management, Inc | 907 | 0.00% | $57K | +339 (+59.7%) |
| 216 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 689 | 0.00% | $43K | -218 (-24.0%) |
| 217 | OSAIC HOLDINGS, INC. | 620 | 0.00% | $39K | +455 (+275.8%) |
| 218 | EverSource Wealth Advisors, LLC | 539 | 0.00% | $34K | +209 (+63.3%) |
| 219 | Farther Finance Advisors, LLC | 424 | 0.00% | $26K | +112 (+35.9%) |
| 220 | Essential Partners LLC | 398 | 0.00% | $25K | +191 (+92.3%) |
| 221 | JONES FINANCIAL COMPANIES LLLP | 379 | 0.00% | $24K | +60 (+18.8%) |
| 222 | UMB Bank, n.a. | 367 | 0.00% | $23K | +136 (+58.9%) |
| 223 | Salomon & Ludwin, LLC | 358 | 0.00% | $23K | +161 (+81.7%) |
| 224 | FEDERATED HERMES, INC. | 345 | 0.00% | $22K | +50 (+16.9%) |
| 225 | SouthState Bank Corp | 300 | 0.00% | $19K | — |
| 226 | HM PAYSON & CO | 300 | 0.00% | $19K | — |
| 227 | Parallel Advisors, LLC | 295 | 0.00% | $18K | +33 (+12.6%) |
| 228 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 253 | 0.00% | $16K | +52 (+25.9%) |
| 229 | Owl Creek Wealth Partners LLC | 215 | 0.00% | $13K | +150 (+230.8%) |
| 230 | Pacer Advisors, Inc. | 201 | 0.00% | $13K | -27 (-11.8%) |
| 231 | LRI Investments, LLC | 197 | 0.00% | $12K | +89 (+82.4%) |
| 232 | ROTHSCHILD INVESTMENT LLC | 196 | 0.00% | $12K | +113 (+136.1%) |
| 233 | SHP Wealth Management | 172 | 0.00% | $11K | — |
| 234 | Aventura Private Wealth, LLC | 132 | 0.00% | $8K | — |
| 235 | Optiver Holding B.V. | 131 | 0.00% | $8K | NEW |
| 236 | True Wealth Design, LLC | 125 | 0.00% | $8K | +99 (+380.8%) |
| 237 | Private Wealth Management Group, LLC | 123 | 0.00% | $8K | — |
| 238 | Sterling Capital Management LLC | 104 | 0.00% | $7K | -85 (-45.0%) |
| 239 | Smartleaf Asset Management LLC | 103 | 0.00% | $6K | — |
| 240 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 99 | 0.00% | $6K | — |
| 241 | Asset Planning,Inc | 96 | 0.00% | $6K | — |
| 242 | SJS Investment Consulting Inc. | 94 | 0.00% | $6K | +76 (+422.2%) |
| 243 | High Note Wealth, LLC | 88 | 0.00% | $6K | — |
| 244 | Bare Financial Services, Inc | 82 | 0.00% | $5K | +33 (+67.3%) |
| 245 | Avion Wealth | 61 | 0.00% | $3K | +18 (+41.9%) |
| 246 | BROWN BROTHERS HARRIMAN & CO | 57 | 0.00% | $4K | — |
| 247 | Clearstead Advisors, LLC | 47 | 0.00% | $3K | NEW |
| 248 | Cornerstone Financial Management LLC | 44 | 0.00% | $3K | +8 (+22.2%) |
| 249 | Marquette Asset Management, LLC | 42 | 0.00% | $3K | — |
| 250 | Fortitude Family Office, LLC | 41 | 0.00% | $3K | NEW |
Exited since 2026-03-31 (33 filers; largest 25 shown)
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 |
|---|---|---|---|---|---|
| The Vanguard Group | SCHEDULE 13G/A | 2026-03-26 | 2026-03-13 | 0 | 0% |
| Kayne Anderson Rudnick Investment Management, LLC | SCHEDULE 13G/A | 2026-02-13 | 2025-12-31 | 4,991,080 | 9.7% |
| Corstar Holdings, Inc. | SCHEDULE 13G/A | 2025-02-14 | 2024-12-31 | 18,852,108 | 36.7% |
| Jeffrey J. Michael | SCHEDULE 13G/A | 2025-02-14 | 2024-12-31 | 19,490,523 | 38% |
| V. Gordon Clemons | SCHEDULE 13G/A | 2025-02-14 | 2025-01-15 | 2,467,476 | 4.8% |
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.