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.

BOK FINANCIAL CORP

CIK 0000875357BOKF· quarter ending 2026-06-30

Shares outstanding

60,766,867

as of 2026-06-30 · 10-Q cover page, filed 2026-08-04

Held by 13F filers

22,821,799

37.6% of shares outstanding

Holders

306

+14 vs 2026-03-31 · 56 new, 42 exited

Value

$3.2B

shares +6.8% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-04, as of 2026-06-30)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	BOKF · NASDAQ	60,766,867	22,821,799	37.6%	306	05561Q201

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
	05561Q201	COM NEW	306	22,821,799	60,766,867	37.6%	$3.2B	3 call / 1 put	NPORT	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 306 · 05561Q201)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	George Kaiser Family Foundation	3,361,707	5.53%	$466.9M	—
2	DIMENSIONAL FUND ADVISORS LP	2,726,300	4.49%	$378.6M	+17,775 (+0.7%)
3	ARIEL INVESTMENTS, LLC	1,627,416	2.68%	$226.0M	-22,467 (-1.4%)
4	FMR LLC	1,353,708	2.23%	$188.0M	-64,482 (-4.5%)
5	BlackRock, Inc.	1,132,893	1.86%	$157.3M	+16,000 (+1.4%)
6	VANGUARD PORTFOLIO MANAGEMENT LLC	988,598	1.63%	$137.3M	+41 (+0.0%)
7	STATE STREET CORP	940,022	1.55%	$130.6M	-29,392 (-3.0%)
8	VANGUARD CAPITAL MANAGEMENT LLC	864,458	1.42%	$120.1M	+9,066 (+1.1%)
9	ELEVATION POINT WEALTH PARTNERS, LLC	770,026	1.27%	$106.9M	NEW
10	Vestmark Advisory Solutions, Inc.	770,021	1.27%	$106.9M	NEW
11	VICTORY CAPITAL MANAGEMENT INC	558,394	0.92%	$77.5M	+286,014 (+105.0%)
12	CIBC Bancorp USA Inc.	501,695	0.83%	$69.7M	-67,297 (-11.8%)
13	GEODE CAPITAL MANAGEMENT, LLC	467,625	0.77%	$65.0M	+64,284 (+15.9%)
14	AQR CAPITAL MANAGEMENT LLC	429,528	0.71%	$59.5M	+43,225 (+11.2%)
15	GOLDMAN SACHS GROUP INC	277,985	0.46%	$38.6M	+62,399 (+28.9%)
16	MORGAN STANLEY	253,759	0.42%	$35.2M	+10,432 (+4.3%)
17	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	244,470	0.40%	$34.0M	-1,223 (-0.5%)
18	CIBC WORLD MARKET INC.	230,700	0.38%	$32.0M	-193,000 (-45.6%)
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	211,971	0.35%	$29.4M	-9,007 (-4.1%)
20	Allspring Global Investments Holdings, LLC	197,479	0.32%	$27.9M	-32,667 (-14.2%)
21	BLAIR WILLIAM & CO/IL	194,747	0.32%	$27.0M	-468 (-0.2%)
22	UBS Group AG	184,091	0.30%	$25.6M	-9,298 (-4.8%)
23	MILLENNIUM MANAGEMENT LLC	167,588	0.28%	$23.3M	+149,692 (+836.5%)
24	HRT FINANCIAL LP	167,559	0.28%	$23.3M	+29,539 (+21.4%)
25	TWO SIGMA INVESTMENTS, LP	160,610	0.26%	$22.3M	-256,523 (-61.5%)
26	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	148,350	0.24%	$20.6M	+20,800 (+16.3%)
27	NORGES BANK	145,252	0.24%	$20.2M	NEW
28	Bank of New York Mellon Corp	144,070	0.24%	$20.0M	-19,234 (-11.8%)
29	NORTHERN TRUST CORP	143,782	0.24%	$20.0M	+866 (+0.6%)
30	VANGUARD FIDUCIARY TRUST CO	130,848	0.22%	$18.2M	+2,489 (+1.9%)
31	BOKF, NA	129,350	0.21%	$18.0M	+2,333 (+1.8%)
32	AVENIR CORP	124,017	0.20%	$17.2M	-940 (-0.8%)
33	Quantinno Capital Management LP	121,958	0.20%	$16.9M	+40,045 (+48.9%)
34	BANK OF AMERICA CORP /DE/	119,192	0.20%	$16.6M	-20,718 (-14.8%)
35	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	107,442	0.18%	$14.9M	+99,802 (+1306.3%)
36	BNP PARIBAS FINANCIAL MARKETS	97,017	0.16%	$13.5M	+48,918 (+101.7%)
37	FIRST TRUST ADVISORS LP	89,956	0.15%	$12.5M	-242,493 (-72.9%)
38	RENAISSANCE TECHNOLOGIES LLC	80,077	0.13%	$11.1M	NEW
39	Balyasny Asset Management L.P.	79,409	0.13%	$11.0M	+32,770 (+70.3%)
40	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	75,501	0.12%	$10.5M	-3,877 (-4.9%)
41	Edgestream Partners, L.P.	75,357	0.12%	$10.5M	+26,571 (+54.5%)
42	Squarepoint Ops LLC	62,859	0.10%	$8.7M	-22,729 (-26.6%)
43	MARSHALL WACE, LLP	53,902	0.09%	$7.5M	+48,302 (+862.5%)
44	JACOBS LEVY EQUITY MANAGEMENT, INC	53,576	0.09%	$7.4M	-2,875 (-5.1%)
45	JPMORGAN CHASE & CO	53,575	0.09%	$7.5M	+35,285 (+192.9%)
46	Invesco Ltd.	51,641	0.08%	$7.2M	-9,606 (-15.7%)
47	PANAGORA ASSET MANAGEMENT INC	50,719	0.08%	$7.0M	-56 (-0.1%)
48	Prescott Group Capital Management, L.L.C.	49,993	0.08%	$6.9M	—
49	Arbejdsmarkedets Tillaegspension	47,700	0.08%	$6.6M	NEW
50	BARCLAYS PLC	47,440	0.08%	$6.6M	-23,733 (-33.3%)
51	Russell Investments Group, Ltd.	47,183	0.08%	$6.6M	+37,696 (+397.3%)
52	FIL Ltd	45,000	0.07%	$6.2M	—
53	ROYCE & ASSOCIATES LP	44,745	0.07%	$6.2M	-260 (-0.6%)
54	Qube Research & Technologies Ltd	43,817	0.07%	$6.1M	NEW
55	Pathstone Holdings, LLC	42,306	0.07%	$5.9M	+113 (+0.3%)
56	Nuveen, LLC	40,632	0.07%	$5.6M	+6,730 (+19.9%)
57	CITADEL ADVISORS LLC	40,628	0.07%	$5.6M	-112,574 (-73.5%)
58	Swiss National Bank	39,674	0.07%	$5.5M	-4,300 (-9.8%)
59	CAMBIAR INVESTORS LLC	39,655	0.07%	$5.5M	-817 (-2.0%)
60	Schonfeld Strategic Advisors LLC	37,432	0.06%	$5.2M	+33,635 (+885.8%)
61	SEI INVESTMENTS CO	34,945	0.06%	$4.9M	+14,734 (+72.9%)
62	SUSQUEHANNA INTERNATIONAL GROUP, LLP	34,633	0.06%	$4.8M	-1,807 (-5.0%)
63	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	33,780	0.06%	$4.7M	+17,203 (+103.8%)
64	NISA INVESTMENT ADVISORS, LLC	31,849	0.05%	$4.4M	+1,360 (+4.5%)
65	Brevan Howard Capital Management LP	30,777	0.05%	$4.3M	+7,099 (+30.0%)
66	D. E. Shaw & Co., Inc.	30,320	0.05%	$4.2M	-44,508 (-59.5%)
67	OCCUDO QUANTITATIVE STRATEGIES LP	29,855	0.05%	$4.1M	+14,555 (+95.1%)
68	CITIGROUP INC	29,831	0.05%	$4.1M	-16,538 (-35.7%)
69	Point72 Asset Management, L.P.	28,735	0.05%	$4.0M	+15,257 (+113.2%)
70	WELLS FARGO & COMPANY/MN	27,368	0.05%	$3.8M	-6,319 (-18.8%)
71	DARK FOREST CAPITAL MANAGEMENT LP	27,040	0.04%	$3.8M	-19,788 (-42.3%)
72	ISTHMUS PARTNERS, LLC	26,482	0.04%	$3.7M	+237 (+0.9%)
73	REINHART PARTNERS, LLC.	25,917	0.04%	$3.6M	-1,593 (-5.8%)
74	Rafferty Asset Management, LLC	25,826	0.04%	$3.6M	-10,549 (-29.0%)
75	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	23,040	0.04%	$3.2M	-7,905 (-25.5%)
76	RHUMBLINE ADVISERS	22,301	0.04%	$3.1M	-2,176 (-8.9%)
77	Campbell & CO Investment Adviser LLC	21,195	0.03%	$2.9M	+14,758 (+229.3%)
78	Summit Trail Advisors, LLC	20,558	0.03%	$2.9M	+5,790 (+39.2%)
79	Verition Fund Management LLC	20,038	0.03%	$2.8M	+721 (+3.7%)
80	PRICE T ROWE ASSOCIATES INC /MD/	19,443	0.03%	$2.7M	+1,468 (+8.2%)
81	READYSTATE ASSET MANAGEMENT LP	19,202	0.03%	$2.7M	—
82	MARTIN & CO INC /TN/	19,137	0.03%	$2.7M	+22 (+0.1%)
83	ENVESTNET ASSET MANAGEMENT INC	18,557	0.03%	$2.6M	+1,150 (+6.6%)
84	Fieldview Capital Management, LLC	17,938	0.03%	$2.5M	NEW
85	VANGUARD ASSET MANAGEMENT, Ltd	17,456	0.03%	$2.4M	-1,914 (-9.9%)
86	Polaris Capital Management, LLC	17,364	0.03%	$2.4M	-800 (-4.4%)
87	Mitsubishi UFJ Trust & Banking Corp	15,848	0.03%	$2.2M	+13,768 (+661.9%)
88	TUDOR INVESTMENT CORP ET AL	15,805	0.03%	$2.2M	+12,627 (+397.3%)
89	Legal & General Group Plc	15,723	0.03%	$2.2M	+29 (+0.2%)
90	Creative Planning	14,529	0.02%	$2.0M	+1,548 (+11.9%)
91	AMERICAN CENTURY COMPANIES INC	14,258	0.02%	$2.0M	+1,347 (+10.4%)
92	PALISADE CAPITAL MANAGEMENT, LP	13,807	0.02%	$1.9M	-3,663 (-21.0%)
93	AlphaCore Capital LLC	13,071	0.02%	$1.8M	NEW
94	Probity Advisors, Inc.	12,613	0.02%	$1.8M	-81 (-0.6%)
95	Diamond Hill Capital Management, LLC (Investment Advisor)	12,010	0.02%	$1.7M	+7,039 (+141.6%)
96	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	11,927	0.02%	$1.7M	-690 (-5.5%)
97	ALLSTATE CORP	11,798	0.02%	$1.6M	+44 (+0.4%)
98	Jackson Creek Investment Advisors LLC	11,300	0.02%	$1.6M	NEW
99	CAPSTONE INVESTMENT ADVISORS, LLC	10,980	0.02%	$1.5M	+2,198 (+25.0%)
100	Galvin, Gaustad & Stein, LLC	10,815	0.02%	$1.5M	—
101	NEW YORK STATE COMMON RETIREMENT FUND	10,751	0.02%	$1.5M	—
102	Zurcher Kantonalbank (Zurich Cantonalbank)	10,356	0.02%	$1.4M	+3,898 (+60.4%)
103	KING LUTHER CAPITAL MANAGEMENT CORP	10,325	0.02%	$1.4M	—
104	LPL Financial LLC	10,042	0.02%	$1.4M	+6,725 (+202.7%)
105	ALLIANCEBERNSTEIN L.P.	9,708	0.02%	$1.2M	+660 (+7.3%)
106	FRANKLIN RESOURCES INC	9,559	0.02%	$1.3M	NEW
107	Jupiter Topco LLC	9,460	0.02%	$1.3M	NEW
108	Man Group plc	9,319	0.02%	$1.3M	-2,640 (-22.1%)
109	Police & Firemen's Retirement System of New Jersey	8,900	0.01%	$1.2M	+500 (+6.0%)
110	SG Americas Securities, LLC	8,891	0.01%	$1.2M	-15,135 (-63.0%)
111	MERCER GLOBAL ADVISORS INC /ADV	8,556	0.01%	$1.2M	+3,959 (+86.1%)
112	Vanguard Global Advisers, LLC	8,078	0.01%	$1.1M	-636 (-7.3%)
113	Treasurer of the State of North Carolina	8,040	0.01%	$1.1M	-103,284 (-92.8%)
114	Aster Capital Management (DIFC) Ltd	7,556	0.01%	$1.0M	NEW
115	Jump Financial, LLC	7,529	0.01%	$1.0M	-1,322 (-14.9%)
116	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	7,454	0.01%	$1.0M	-68 (-0.9%)
117	MANUFACTURERS LIFE INSURANCE COMPANY, THE	7,444	0.01%	$1.0M	+873 (+13.3%)
118	AXQ CAPITAL, LP	7,363	0.01%	$1.0M	+3,289 (+80.7%)
119	Illinois Municipal Retirement Fund	7,339	0.01%	$1.0M	NEW
120	Focus Partners Wealth	7,160	0.01%	$994K	-1,159 (-13.9%)
121	Engineers Gate Manager LP	7,121	0.01%	$989K	NEW
122	INCEPTIONR LLC	6,976	0.01%	$969K	NEW
123	NEUBERGER BERMAN GROUP LLC	6,621	0.01%	$920K	-52 (-0.8%)
124	Handelsbanken Fonder AB	6,472	0.01%	$899K	—
125	Oak Thistle LLC	6,430	0.01%	$893K	NEW
126	Frec Markets, Inc.	6,291	0.01%	$874K	+3,340 (+113.2%)
127	Parallel Advisors, LLC	6,218	0.01%	$864K	-19 (-0.3%)
128	TEACHER RETIREMENT SYSTEM OF TEXAS	6,218	0.01%	$864K	+728 (+13.3%)
129	MIRABELLA FINANCIAL SERVICES LLP	6,212	0.01%	$863K	+1,990 (+47.1%)
130	COWA, LLC	6,123	0.01%	$850K	—
131	Vanguard Investments Australia, Ltd.	5,588	0.01%	$776K	-553 (-9.0%)
132	AMERIPRISE FINANCIAL INC	5,533	0.01%	$768K	+13 (+0.2%)
133	ARIZONA STATE RETIREMENT SYSTEM	5,449	0.01%	$757K	-632 (-10.4%)
134	Aquatic Capital Management LLC	5,430	0.01%	$754K	-2,551 (-32.0%)
135	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	5,306	0.01%	$737K	+112 (+2.2%)
136	Elk River Wealth Management LLC	5,056	0.01%	$702K	—
137	CX Institutional	5,000	0.01%	$694K	—
138	DRW Securities, LLC	4,978	0.01%	$691K	NEW
139	EntryPoint Capital, LLC	4,975	0.01%	$691K	—
140	ACADIAN ASSET MANAGEMENT LLC	4,964	0.01%	$689K	NEW
141	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4,933	0.01%	$684K	+2,915 (+144.4%)
142	HighTower Advisors, LLC	4,856	0.01%	$674K	-2,229 (-31.5%)
143	KLP KAPITALFORVALTNING AS	4,827	0.01%	$670K	—
144	Jain Global LLC	4,775	0.01%	$663K	NEW
145	RAYMOND JAMES FINANCIAL INC	4,713	0.01%	$655K	+307 (+7.0%)
146	Corient Private Wealth LP	4,261	0.01%	$592K	+574 (+15.6%)
147	CAPTRUST FINANCIAL ADVISORS	4,235	0.01%	$588K	+430 (+11.3%)
148	GREENLEAF TRUST	4,229	0.01%	$587K	-3 (-0.1%)
149	Gotham Asset Management, LLC	4,213	0.01%	$585K	-107 (-2.5%)
150	XTX Topco Ltd	4,071	0.01%	$565K	NEW
151	Vanguard Personalized Indexing Management, LLC	4,068	0.01%	$565K	+600 (+17.3%)
152	Concurrent Investment Advisors, LLC	3,626	0.01%	$504K	+77 (+2.2%)
153	Y-Intercept (Hong Kong) Ltd	3,592	0.01%	$499K	NEW
154	BTG Pactual Asset Management US LLC	3,520	0.01%	$489K	NEW
155	Cambridge Investment Research Advisors, Inc.	3,392	0.01%	$472K	+1,706 (+101.2%)
156	Inspire Investing, LLC	3,383	0.01%	$470K	NEW
157	Laird Norton Wetherby Trust Company, LLC	3,320	0.01%	$461K	+120 (+3.8%)
158	RITHOLTZ WEALTH MANAGEMENT	3,279	0.01%	$455K	-34 (-1.0%)
159	SYON CAPITAL LLC	3,225	0.01%	$448K	-134 (-4.0%)
160	ANCHYRA PARTNERS LLC	3,024	0.00%	$420K	+90 (+3.1%)
161	PNC Financial Services Group, Inc.	2,928	0.00%	$407K	-430 (-12.8%)
162	FOX RUN MANAGEMENT, L.L.C.	2,915	0.00%	$405K	NEW
163	Sequoia Financial Advisors, LLC	2,878	0.00%	$400K	-29 (-1.0%)
164	Cerity Partners LLC	2,863	0.00%	$398K	+751 (+35.6%)
165	Swiss Life Asset Management Ltd	2,838	0.00%	$394K	+41 (+1.5%)
166	MML INVESTORS SERVICES, LLC	2,795	0.00%	$388K	-143 (-4.9%)
167	CANADA LIFE ASSURANCE Co	2,771	0.00%	$384K	+381 (+15.9%)
168	NorthRock Partners, LLC	2,730	0.00%	$379K	—
169	Catalyst Funds Management Pty Ltd	2,700	0.00%	$375K	NEW
170	Legacy Wealth Asset Management, LLC	2,661	0.00%	$370K	-52 (-1.9%)
171	STATE OF WISCONSIN INVESTMENT BOARD	2,630	0.00%	$365K	+482 (+22.4%)
172	Tower Research Capital LLC (TRC)	2,625	0.00%	$365K	+1,594 (+154.6%)
173	Ironwood Investment Counsel, LLC	2,573	0.00%	$357K	—
174	&PARTNERS	2,569	0.00%	$357K	+356 (+16.1%)
175	Heritage Trust Co	2,568	0.00%	$357K	—
176	Americana Partners, LLC	2,468	0.00%	$343K	NEW
177	CAPITAL ADVISORS INC/OK	2,458	0.00%	$341K	—
178	ROYAL BANK OF CANADA	2,438	0.00%	$338K	-2,670 (-52.3%)
179	Sanctuary Advisors, LLC	2,434	0.00%	$338K	NEW
180	Pictet Asset Management Holding SA	2,381	0.00%	$331K	-1,737 (-42.2%)
181	M&T Bank Corp	2,365	0.00%	$328K	-95 (-3.9%)
182	DEUTSCHE BANK AG\	2,309	0.00%	$321K	+169 (+7.9%)
183	COMMERCE BANK	2,290	0.00%	$318K	—
184	Savant Capital, LLC	2,217	0.00%	$308K	-29 (-1.3%)
185	Universal- Beteiligungs- und Servicegesellschaft mbH	2,190	0.00%	$304K	+580 (+36.0%)
186	Sagewood Asset Management LP	2,089	0.00%	$290K	NEW
187	Aigen Investment Management, LP	2,018	0.00%	$280K	-4,680 (-69.9%)
188	Federation des caisses Desjardins du Quebec	2,007	0.00%	$279K	+636 (+46.4%)
189	BANK OF MONTREAL /CAN/	1,951	0.00%	$271K	+213 (+12.3%)
190	R Squared Ltd	1,927	0.00%	$268K	NEW
191	Quadrature Capital Ltd	1,923	0.00%	$267K	NEW
192	HSBC HOLDINGS PLC	1,911	0.00%	$265K	-7,109 (-78.8%)
193	CIBC Asset Management Inc	1,879	0.00%	$261K	-202 (-9.7%)
194	STIFEL FINANCIAL CORP	1,859	0.00%	$258K	-255 (-12.1%)
195	Rockefeller Capital Management L.P.	1,840	0.00%	$256K	-92 (-4.8%)
196	SageView Advisory Group, LLC	1,787	0.00%	$248K	-139 (-7.2%)
197	Quantbot Technologies LP	1,732	0.00%	$241K	NEW
198	GAMMA Investing LLC	1,694	0.00%	$235K	+38 (+2.3%)
199	Centiva Capital, LP	1,681	0.00%	$233K	-2,626 (-61.0%)
200	Baird Financial Group, Inc.	1,611	0.00%	$224K	—
201	Arax Advisory Partners	1,607	0.00%	$223K	NEW
202	EVERPAR ADVISORS LLC	1,560	0.00%	$217K	NEW
203	US BANCORP \DE\	1,537	0.00%	$213K	+10 (+0.7%)
204	EVERGREEN CAPITAL MANAGEMENT LLC	1,524	0.00%	$212K	NEW
205	CITIZENS & NORTHERN CORP	1,520	0.00%	$211K	NEW
206	Headlands Technologies LLC	1,502	0.00%	$209K	NEW
207	WORLDQUANT MILLENNIUM ADVISORS LLC	1,466	0.00%	$204K	NEW
208	Jefferies Financial Group Inc.	1,465	0.00%	$203K	-4,107 (-73.7%)
209	VOYA INVESTMENT MANAGEMENT LLC	1,443	0.00%	$200K	NEW
210	SPRUCEGROVE INVESTMENT MANAGEMENT LTD	1,400	0.00%	$194K	—
211	Nykredit A/S	1,394	0.00%	$194K	NEW
212	Wealth Enhancement Trust Services, Inc.	1,358	0.00%	$189K	—
213	Steward Partners Investment Advisory, LLC	1,302	0.00%	$181K	+802 (+160.4%)
214	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	1,287	0.00%	$179K	NEW
215	OSAIC HOLDINGS, INC.	1,238	0.00%	$172K	+10 (+0.8%)
216	Burk Holdings LLC	1,215	0.00%	$169K	-56 (-4.4%)
217	GHP Investment Advisors, Inc.	875	0.00%	$121K	—
218	KBC Group NV	857	0.00%	$119K	—
219	Farther Finance Advisors, LLC	607	0.00%	$84K	+376 (+162.8%)
220	Sterling Capital Management LLC	568	0.00%	$79K	-59 (-9.4%)
221	CHILTON CAPITAL MANAGEMENT LLC	557	0.00%	$77K	-383 (-40.7%)
222	Olistico Wealth, LLC	500	0.00%	$69K	—
223	Quent Capital, LLC	430	0.00%	$60K	—
224	Allworth Financial LP	409	0.00%	$57K	+120 (+41.5%)
225	STRS OHIO	398	0.00%	$55K	-49 (-11.0%)
226	Versant Capital Management, Inc	375	0.00%	$52K	+121 (+47.6%)
227	Smartleaf Asset Management LLC	316	0.00%	$44K	—
228	MetLife Investment Management, LLC	308	0.00%	$43K	+2 (+0.7%)
229	FIFTH THIRD BANCORP	266	0.00%	$37K	-21 (-7.3%)
230	Pinnacle Holdings, LLC	260	0.00%	$36K	—
231	EverSource Wealth Advisors, LLC	256	0.00%	$36K	-71 (-21.7%)
232	Quarry LP	221	0.00%	$31K	NEW
233	Institute for Wealth Management, LLC.	205	0.00%	$28K	NEW
234	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	185	0.00%	$26K	—
235	Larson Financial Group LLC	184	0.00%	$26K	+171 (+1315.4%)
236	Essential Partners LLC	173	0.00%	$24K	NEW
237	CENTRAL TRUST Co	150	0.00%	$21K	—
238	SIGNATUREFD, LLC	147	0.00%	$20K	-35 (-19.2%)
239	City State Bank	136	0.00%	$19K	—
240	Parkside Financial Bank & Trust	129	0.00%	$18K	-3 (-2.3%)
241	JONES FINANCIAL COMPANIES LLLP	125	0.00%	$17K	+53 (+73.6%)
242	WHITTIER TRUST CO	122	0.00%	$17K	—
243	Global Retirement Partners, LLC	120	0.00%	$17K	NEW
244	Basecamp Wealth Advisors LLC	115	0.00%	$16K	—
245	CVA Family Office, LLC	104	0.00%	$14K	-10 (-8.8%)
246	LRI Investments, LLC	101	0.00%	$14K	+7 (+7.4%)
247	ELEVATION WEALTH PARTNERS, LLC	90	0.00%	$13K	—
248	PRIVATE TRUST CO NA	89	0.00%	$12K	—
249	SJS Investment Consulting Inc.	83	0.00%	$12K	+74 (+822.2%)
250	JFS WEALTH ADVISORS, LLC	72	0.00%	$10K	+5 (+7.5%)

Exited since 2026-03-31 (42 filers; largest 25 shown)

Freestone Grove Partners LP	−257,045
JANE STREET GROUP, LLC	−24,250
VOLORIDGE INVESTMENT MANAGEMENT, LLC	−21,924
Allianz Asset Management GmbH	−17,750
Informed Momentum Co LLC	−17,377
Vest Financial, LLC	−16,750
JANUS HENDERSON GROUP PLC	−9,460
Professional Financial Advisors, LLC	−9,448
Trexquant Investment LP	−7,011
Numerai GP LLC	−6,955
MACKENZIE FINANCIAL CORP	−6,002
Tidal Investments LLC	−4,446
UNITED CAPITAL FINANCIAL ADVISORS, LLC	−3,519
Amundi	−3,153
GTS SECURITIES LLC	−2,870
Perbak Capital Partners LLP	−2,610
WESTWOOD HOLDINGS GROUP INC	−2,370
FORA Capital, LLC	−2,241
Brooklyn Investment Group	−2,207
Bayforest Capital Ltd	−1,971
TWO SIGMA SECURITIES, LLC	−1,953
DGS Capital Management, LLC	−1,919
AlphaGrep UK Ltd	−1,814
XPONANCE LLC	−1,578
CWM, LLC	−1,251

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.

No structured 13D/13G filings (XML filings began Dec 2024).

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.