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.

Atlantic Union Bankshares Corp

CIK 0000883948AUBAUB-PA· quarter ending 2026-06-30

Shares outstanding

142,814,896

as of 2026-07-30 · 10-Q cover page, filed 2026-08-06

Held by 13F filers

123,783,109

86.7% of shares outstanding

Holders

453

+18 vs 2026-03-31 · 51 new, 33 exited

Value

$5.2B

shares +0.8% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-06, as of 2026-07-30)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	AUB · NYSE	142,814,896	123,783,109	86.7%	453	04911A107

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
	04911A107	COM	453	123,783,109	142,814,896	86.7%	$5.2B	3 call / 1 put	13DG	holders →
	04911A206	Preferred Stocknot common	2	3,410	—	—	$83K	—	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 453 · 04911A107)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	20,882,121	14.62%	$883.5M	+324,294 (+1.6%)
2	VANGUARD PORTFOLIO MANAGEMENT LLC	8,879,618	6.22%	$375.7M	+150,384 (+1.7%)
3	DIMENSIONAL FUND ADVISORS LP	7,700,837	5.39%	$325.8M	+65,373 (+0.9%)
4	STATE STREET CORP	7,633,703	5.35%	$323.0M	+266,216 (+3.6%)
5	VANGUARD CAPITAL MANAGEMENT LLC	6,435,133	4.51%	$272.3M	+67,799 (+1.1%)
6	T. Rowe Price Investment Management, Inc.	5,199,382	3.64%	$220.0M	+429,419 (+9.0%)
7	GEODE CAPITAL MANAGEMENT, LLC	3,702,812	2.59%	$156.7M	+214,006 (+6.1%)
8	FRANKLIN RESOURCES INC	3,615,538	2.53%	$153.0M	+256,549 (+7.6%)
9	North Reef Capital Management LP	3,565,000	2.50%	$150.8M	-720,000 (-16.8%)
10	CONGRESS ASSET MANAGEMENT CO	2,501,164	1.75%	$105.8M	+259,290 (+11.6%)
11	GOLDMAN SACHS GROUP INC	2,418,751	1.69%	$102.3M	+845,230 (+53.7%)
12	EARNEST PARTNERS LLC	2,369,515	1.66%	$100.3M	-86,474 (-3.5%)
13	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,772,135	1.24%	$75.0M	-8,210 (-0.5%)
14	AMERICAN CENTURY COMPANIES INC	1,719,433	1.20%	$72.7M	-485,303 (-22.0%)
15	NORTHERN TRUST CORP	1,538,873	1.08%	$65.1M	+102,568 (+7.1%)
16	MORGAN STANLEY	1,536,611	1.08%	$65.0M	+52,604 (+3.5%)
17	GW&K Investment Management, LLC	1,466,606	1.03%	$62.1M	-95,505 (-6.1%)
18	SYSTEMATIC FINANCIAL MANAGEMENT LP	1,456,569	1.02%	$61.6M	-76,990 (-5.0%)
19	Nuveen, LLC	1,432,274	1.00%	$60.6M	+94,937 (+7.1%)
20	Thrivent Financial for Lutherans	1,415,944	0.99%	$59.9M	-2,441 (-0.2%)
21	Bank of New York Mellon Corp	1,350,759	0.95%	$57.2M	+9,620 (+0.7%)
22	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1,265,239	0.89%	$53.5M	-114,999 (-8.3%)
23	Atlantic Union Bankshares Corp	1,022,897	0.72%	$43.3M	+275,574 (+36.9%)
24	PRINCIPAL FINANCIAL GROUP INC	981,567	0.69%	$41.5M	+30,194 (+3.2%)
25	Invesco Ltd.	977,719	0.68%	$41.4M	-14,234 (-1.4%)
26	VANGUARD FIDUCIARY TRUST CO	952,825	0.67%	$40.3M	+34,404 (+3.7%)
27	WESTWOOD HOLDINGS GROUP INC	881,875	0.62%	$37.3M	-1,112,632 (-55.8%)
28	BANK OF AMERICA CORP /DE/	878,397	0.62%	$37.2M	-8,581 (-1.0%)
29	AMERIPRISE FINANCIAL INC	859,319	0.60%	$36.4M	-917,467 (-51.6%)
30	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	798,331	0.56%	$33.8M	-31,138 (-3.8%)
31	DAVENPORT & Co LLC	785,936	0.55%	$33.2M	+1,464 (+0.2%)
32	LONDON CO OF VIRGINIA	785,692	0.55%	$33.2M	-34,318 (-4.2%)
33	SCHRODER INVESTMENT MANAGEMENT GROUP	767,417	0.54%	$32.4M	+180,979 (+30.9%)
34	MANUFACTURERS LIFE INSURANCE COMPANY, THE	753,477	0.53%	$31.9M	+685,111 (+1002.1%)
35	WELLINGTON MANAGEMENT GROUP LLP	721,211	0.50%	$30.5M	+124,135 (+20.8%)
36	Balyasny Asset Management L.P.	711,227	0.50%	$30.1M	-219,499 (-23.6%)
37	Stieven Capital Advisors, L.P.	693,749	0.49%	$29.4M	-46,408 (-6.3%)
38	UBS Group AG	664,204	0.47%	$28.1M	+187,894 (+39.4%)
39	ENVESTNET ASSET MANAGEMENT INC	660,044	0.46%	$27.9M	+46 (+0.0%)
40	Verity & Verity, LLC	628,527	0.44%	$26.6M	+4,810 (+0.8%)
41	Tributary Capital Management, LLC	620,199	0.43%	$26.2M	-18,700 (-2.9%)
42	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	606,126	0.42%	$25.6M	-9,914 (-1.6%)
43	Public Sector Pension Investment Board	491,643	0.34%	$20.8M	-15,574 (-3.1%)
44	SEI INVESTMENTS CO	480,202	0.34%	$20.3M	+19,290 (+4.2%)
45	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	454,866	0.32%	$19.2M	NEW
46	Aristotle Capital Boston, LLC	454,584	0.32%	$19.2M	-87,316 (-16.1%)
47	KENNEDY CAPITAL MANAGEMENT LLC	416,436	0.29%	$17.6M	-13,065 (-3.0%)
48	WELLS FARGO & COMPANY/MN	401,319	0.28%	$17.0M	+97,586 (+32.1%)
49	RHUMBLINE ADVISERS	364,155	0.25%	$15.4M	-39,244 (-9.7%)
50	Fisher Asset Management, LLC	360,253	0.25%	$15.2M	—
51	FIRST TRUST ADVISORS LP	331,980	0.23%	$14.0M	+9,243 (+2.9%)
52	RAYMOND JAMES FINANCIAL INC	331,401	0.23%	$14.0M	+72,999 (+28.3%)
53	Legal & General Group Plc	331,252	0.23%	$14.0M	+3,204 (+1.0%)
54	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	299,803	0.21%	$12.7M	-8,027 (-2.6%)
55	Swiss National Bank	287,028	0.20%	$12.1M	+5,000 (+1.8%)
56	ALLIANCEBERNSTEIN L.P.	277,913	0.19%	$9.9M	-17,159 (-5.8%)
57	AQR CAPITAL MANAGEMENT LLC	268,472	0.19%	$11.4M	-8,472 (-3.1%)
58	PINNACLE ASSOCIATES LTD	265,136	0.19%	$11.2M	+5,989 (+2.3%)
59	OSAIC HOLDINGS, INC.	263,246	0.18%	$11.1M	+16,969 (+6.9%)
60	VICTORY CAPITAL MANAGEMENT INC	257,370	0.18%	$10.9M	+7,691 (+3.1%)
61	JPMORGAN CHASE & CO	230,421	0.16%	$10.0M	-127,080 (-35.5%)
62	Allspring Global Investments Holdings, LLC	223,297	0.16%	$9.6M	+5,744 (+2.6%)
63	Phocas Financial Corp.	211,179	0.15%	$8.9M	+45,734 (+27.6%)
64	JUPITER ASSET MANAGEMENT LTD	198,595	0.14%	$8.4M	NEW
65	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	190,680	0.13%	$8.1M	—
66	ProShare Advisors LLC	189,370	0.13%	$8.0M	-7,508 (-3.8%)
67	RENAISSANCE TECHNOLOGIES LLC	183,102	0.13%	$7.7M	NEW
68	PRICE T ROWE ASSOCIATES INC /MD/	179,058	0.13%	$7.6M	+27,297 (+18.0%)
69	ROYAL BANK OF CANADA	174,324	0.12%	$7.4M	-10,080 (-5.5%)
70	Jump Financial, LLC	167,948	0.12%	$7.1M	NEW
71	CITIGROUP INC	166,388	0.12%	$7.0M	+27,637 (+19.9%)
72	GAMCO INVESTORS, INC. ET AL	165,667	0.12%	$7.0M	-15,540 (-8.6%)
73	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	164,063	0.11%	$6.9M	-39 (-0.0%)
74	STIFEL FINANCIAL CORP	160,713	0.11%	$6.8M	+21,472 (+15.4%)
75	DEUTSCHE BANK AG\	151,501	0.11%	$6.4M	+24,510 (+19.3%)
76	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	149,189	0.10%	$6.3M	+110,560 (+286.2%)
77	PRUDENTIAL FINANCIAL INC	148,407	0.10%	$6.3M	+3,410 (+2.4%)
78	VANGUARD ASSET MANAGEMENT, Ltd	141,084	0.10%	$6.0M	+81 (+0.1%)
79	Homestead Advisers Corp	139,492	0.10%	$5.9M	—
80	PEREGRINE CAPITAL MANAGEMENT LLC	139,195	0.10%	$5.9M	-12,145 (-8.0%)
81	Quantinno Capital Management LP	137,438	0.10%	$5.8M	+22,349 (+19.4%)
82	GABELLI FUNDS LLC	135,191	0.09%	$5.7M	-8,201 (-5.7%)
83	JONES FINANCIAL COMPANIES LLLP	132,934	0.09%	$5.6M	+20,111 (+17.8%)
84	Ilex Capital Partners (UK) LLP	128,653	0.09%	$5.4M	NEW
85	Jain Global LLC	125,606	0.09%	$5.3M	+35,794 (+39.9%)
86	NATIXIS ADVISORS, LLC	123,526	0.09%	$5.2M	+26,102 (+26.8%)
87	CANADA LIFE ASSURANCE Co	120,352	0.08%	$5.1M	-2,936 (-2.4%)
88	BESSEMER GROUP INC	108,232	0.08%	$4.6M	-126 (-0.1%)
89	LPL Financial LLC	108,199	0.08%	$4.6M	-37,274 (-25.6%)
90	Murchinson Ltd.	106,874	0.07%	$4.5M	—
91	Curi Capital, LLC	106,565	0.07%	$4.5M	-30 (-0.0%)
92	HSBC HOLDINGS PLC	102,251	0.07%	$4.3M	-24,779 (-19.5%)
93	Cerity Partners LLC	101,457	0.07%	$4.3M	-2,737 (-2.6%)
94	MENDON CAPITAL ADVISORS CORP	100,000	0.07%	$4.2M	—
95	Kestra Advisory Services, LLC	99,972	0.07%	$4.2M	+652 (+0.7%)
96	ROYCE & ASSOCIATES LP	99,057	0.07%	$4.2M	+4,966 (+5.3%)
97	PNC Financial Services Group, Inc.	97,399	0.07%	$4.1M	+1,356 (+1.4%)
98	Universal- Beteiligungs- und Servicegesellschaft mbH	96,920	0.07%	$4.1M	-10,291 (-9.6%)
99	NEW YORK STATE COMMON RETIREMENT FUND	89,466	0.06%	$3.8M	+15,237 (+20.5%)
100	MARTIN & CO INC /TN/	87,417	0.06%	$3.7M	-514 (-0.6%)
101	Rafferty Asset Management, LLC	86,877	0.06%	$3.7M	-44,123 (-33.7%)
102	MetLife Investment Management, LLC	84,080	0.06%	$3.6M	+6,205 (+8.0%)
103	Vanguard Global Advisers, LLC	83,555	0.06%	$3.5M	-3,887 (-4.4%)
104	TD Asset Management Inc	82,728	0.06%	$3.5M	+7,296 (+9.7%)
105	TRUIST FINANCIAL CORP	82,258	0.06%	$3.5M	-7,104 (-7.9%)
106	Wills Financial Group LLC	82,148	0.06%	$3.5M	+2,979 (+3.8%)
107	1492 Capital Management LLC	81,382	0.06%	$3.4M	-9,769 (-10.7%)
108	SG Americas Securities, LLC	80,998	0.06%	$3.4M	+75,256 (+1310.6%)
109	BROWN ADVISORY INC	78,899	0.06%	$3.3M	-8,826 (-10.1%)
110	Inspire Advisors, LLC	78,449	0.05%	$3.3M	+1,594 (+2.1%)
111	Russell Investments Group, Ltd.	77,520	0.05%	$3.3M	+65,031 (+520.7%)
112	Chevy Chase Trust Holdings, LLC	76,107	0.05%	$3.2M	-3,327 (-4.2%)
113	Creative Planning	73,147	0.05%	$3.1M	-23,403 (-24.2%)
114	Illinois Municipal Retirement Fund	72,537	0.05%	$3.1M	-4,559 (-5.9%)
115	OPPENHEIMER ASSET MANAGEMENT INC.	70,394	0.05%	$3.0M	-863 (-1.2%)
116	BARCLAYS PLC	68,164	0.05%	$2.9M	-24,287 (-26.3%)
117	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	66,595	0.05%	$2.8M	-307 (-0.5%)
118	Jupiter Topco LLC	65,490	0.05%	$2.8M	NEW
119	WESTBOURNE INVESTMENTS, INC.	64,758	0.05%	$2.7M	—
120	State of New Jersey Common Pension Fund D	64,712	0.05%	$2.7M	-627 (-1.0%)
121	COMMERCE BANK	64,467	0.05%	$2.7M	-72 (-0.1%)
122	Louisiana State Employees Retirement System	62,700	0.04%	$2.7M	-200 (-0.3%)
123	WESBANCO BANK INC	62,700	0.04%	$2.7M	—
124	LAZARD ASSET MANAGEMENT LLC	62,240	0.04%	$2.6M	-44,682 (-41.8%)
125	Zurcher Kantonalbank (Zurich Cantonalbank)	62,165	0.04%	$2.6M	—
126	Smith Salley Wealth Management	62,147	0.04%	$2.6M	—
127	FIRST NATIONAL BANK OF OMAHA	61,416	0.04%	$2.6M	-10,464 (-14.6%)
128	Wealthspire Advisors, LLC	59,958	0.04%	$2.5M	-617 (-1.0%)
129	HANTZ FINANCIAL SERVICES, INC.	59,874	0.04%	$2.5M	-2,248 (-3.6%)
130	Cetera Investment Advisers	58,024	0.04%	$2.5M	+11,485 (+24.7%)
131	BRIDGEWAY CAPITAL MANAGEMENT, LLC	54,100	0.04%	$2.3M	+12,100 (+28.8%)
132	AlphaCore Capital LLC	53,859	0.04%	$2.3M	-644 (-1.2%)
133	Dana Investment Advisors, Inc.	53,801	0.04%	$2.3M	+3,791 (+7.6%)
134	Kennondale Capital Management LLC	53,329	0.04%	$2.3M	—
135	State of Alaska, Department of Revenue	53,003	0.04%	$2.2M	-22,814 (-30.1%)
136	Canal Capital Management, LLC	52,787	0.04%	$2.2M	-1,436 (-2.6%)
137	GRACE & WHITE INC /NY	52,325	0.04%	$2.2M	—
138	State of Tennessee, Department of Treasury	51,293	0.04%	$2.2M	-6,403 (-11.1%)
139	FMR LLC	51,114	0.04%	$2.2M	+2,240 (+4.6%)
140	BNP PARIBAS FINANCIAL MARKETS	49,860	0.03%	$2.1M	+16,656 (+50.2%)
141	Man Group plc	48,549	0.03%	$2.1M	-17,474 (-26.5%)
142	Orion Porfolio Solutions, LLC	47,150	0.03%	$2.0M	-135 (-0.3%)
143	Janney Montgomery Scott LLC	46,960	0.03%	$2.0M	+2,405 (+5.4%)
144	FIFTH THIRD BANCORP	46,621	0.03%	$2.0M	-876 (-1.8%)
145	HARBOR CAPITAL ADVISORS, INC.	46,360	0.03%	$2.0M	+2,743 (+6.3%)
146	CARY STREET PARTNERS FINANCIAL LLC	43,133	0.03%	$1.8M	-3,001 (-6.5%)
147	SILVERCREST ASSET MANAGEMENT GROUP LLC	42,869	0.03%	$1.8M	-3,500 (-7.5%)
148	Police & Firemen's Retirement System of New Jersey	42,651	0.03%	$1.8M	+3,729 (+9.6%)
149	Sovran Advisors, LLC	42,074	0.03%	$1.8M	+2,842 (+7.2%)
150	Corient Private Wealth LP	41,603	0.03%	$1.8M	-351 (-0.8%)
151	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	40,805	0.03%	$1.7M	-37,570 (-47.9%)
152	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	40,737	0.03%	$1.7M	+13,833 (+51.4%)
153	MAI Capital Management	40,628	0.03%	$1.7M	-2,089 (-4.9%)
154	BOOTHBAY FUND MANAGEMENT, LLC	40,078	0.03%	$1.7M	—
155	ARIZONA STATE RETIREMENT SYSTEM	39,473	0.03%	$1.7M	+307 (+0.8%)
156	HighTower Advisors, LLC	39,064	0.03%	$1.7M	-1,805 (-4.4%)
157	YOUSIF CAPITAL MANAGEMENT, LLC	38,704	0.03%	$1.6M	+245 (+0.6%)
158	AMALGAMATED BANK	38,484	0.03%	$1.6M	-2,221 (-5.5%)
159	GUGGENHEIM CAPITAL LLC	38,136	0.03%	$1.6M	+19,416 (+103.7%)
160	BONTEMPO OHLY CAPITAL MGMT LLC	37,519	0.03%	$1.6M	—
161	Cambridge Investment Research Advisors, Inc.	37,104	0.03%	$1.6M	+21,797 (+142.4%)
162	Mariner, LLC	36,910	0.03%	$1.6M	-9,250 (-20.0%)
163	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	36,599	0.03%	$1.5M	—
164	CITADEL ADVISORS LLC	36,134	0.03%	$1.5M	NEW
165	Vanguard Investments Australia, Ltd.	35,553	0.02%	$1.5M	—
166	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	35,266	0.02%	$1.5M	—
167	Handelsbanken Fonder AB	34,716	0.02%	$1.5M	—
168	Oliver Luxxe Assets LLC	34,599	0.02%	$1.5M	-29,743 (-46.2%)
169	KLP KAPITALFORVALTNING AS	34,350	0.02%	$1.5M	+3,000 (+9.6%)
170	BEACON INVESTMENT ADVISORS LLC	34,083	0.02%	$1.4M	-119 (-0.3%)
171	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	33,938	0.02%	$1.4M	-1,123 (-3.2%)
172	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	33,195	0.02%	$1.4M	+3,119 (+10.4%)
173	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	32,556	0.02%	$1.4M	+100 (+0.3%)
174	CAPTRUST FINANCIAL ADVISORS	32,019	0.02%	$1.4M	+2,482 (+8.4%)
175	Focus Partners Wealth	31,056	0.02%	$1.3M	-6,675 (-17.7%)
176	Connecticut Wealth Management, LLC	30,231	0.02%	$1.3M	—
177	Teton Advisors, LLC	30,000	0.02%	$1.3M	—
178	Freestone Grove Partners LP	29,416	0.02%	$1.2M	NEW
179	DUDLEY CAPITAL MANAGEMENT, LLC	29,321	0.02%	$1.2M	—
180	Northwest Bancshares, Inc.	28,533	0.02%	$1.2M	—
181	TWO SIGMA INVESTMENTS, LP	28,510	0.02%	$1.2M	-101,818 (-78.1%)
182	Vident Advisory, LLC	28,260	0.02%	$1.2M	-2,630 (-8.5%)
183	Campbell & CO Investment Adviser LLC	28,039	0.02%	$1.2M	NEW
184	XTX Topco Ltd	27,449	0.02%	$1.2M	+15,933 (+138.4%)
185	VOYA INVESTMENT MANAGEMENT LLC	26,925	0.02%	$1.1M	+2,687 (+11.1%)
186	Vanguard Personalized Indexing Management, LLC	26,905	0.02%	$1.1M	-4,159 (-13.4%)
187	STATE OF WISCONSIN INVESTMENT BOARD	26,794	0.02%	$1.1M	+5,253 (+24.4%)
188	INTECH INVESTMENT MANAGEMENT LLC	26,046	0.02%	$1.1M	-5,808 (-18.2%)
189	Beacon Pointe Advisors, LLC	25,290	0.02%	$1.1M	+185 (+0.7%)
190	EVERMAY WEALTH MANAGEMENT LLC	24,768	0.02%	$1.0M	-265 (-1.1%)
191	NEUBERGER BERMAN GROUP LLC	24,759	0.02%	$1.0M	+1,749 (+7.6%)
192	New Age Alpha Advisors, LLC	24,661	0.02%	$1.0M	+5,393 (+28.0%)
193	US BANCORP \DE\	24,478	0.02%	$1.0M	+202 (+0.8%)
194	M&T Bank Corp	24,273	0.02%	$1.0M	+3,910 (+19.2%)
195	Rockefeller Capital Management L.P.	23,890	0.02%	$1.0M	-1,294 (-5.1%)
196	MML INVESTORS SERVICES, LLC	23,882	0.02%	$1.0M	+1,812 (+8.2%)
197	COMMONWEALTH EQUITY SERVICES, LLC	23,863	0.02%	$1.0M	-15,755 (-39.8%)
198	Amundi	23,771	0.02%	$1.0M	-8,698 (-26.8%)
199	FIDELIS CAPITAL PARTNERS, LLC	22,888	0.02%	$968K	+3 (+0.0%)
200	Pictet Asset Management Holding SA	22,264	0.02%	$942K	-403 (-1.8%)
201	Salomon & Ludwin, LLC	22,182	0.02%	$958K	—
202	Heritage Wealth Advisors	21,268	0.01%	$900K	+179 (+0.8%)
203	Pathstone Holdings, LLC	21,254	0.01%	$899K	+7,324 (+52.6%)
204	Maryland State Retirement & Pension System	20,815	0.01%	$881K	+163 (+0.8%)
205	Squarepoint Ops LLC	19,355	0.01%	$819K	-271,378 (-93.3%)
206	Baker Avenue Asset Management, LP	19,111	0.01%	$809K	—
207	Harbor Advisors LLC	18,644	0.01%	$789K	—
208	Campbell Deegan Wealth Management, LLC	18,182	0.01%	$769K	-1,066 (-5.5%)
209	ELEVATION POINT WEALTH PARTNERS, LLC	16,737	0.01%	$708K	+684 (+4.3%)
210	SALZHAUER MICHAEL	16,578	0.01%	$701K	—
211	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	16,391	0.01%	$694K	+166 (+1.0%)
212	NewEdge Advisors, LLC	16,319	0.01%	$690K	-201 (-1.2%)
213	TritonPoint Partners, LLC	15,394	0.01%	$651K	NEW
214	TRITONPOINT WEALTH, LLC	15,331	0.01%	$649K	-1,383 (-8.3%)
215	MERCER GLOBAL ADVISORS INC /ADV	15,193	0.01%	$643K	+1,620 (+11.9%)
216	SUSQUEHANNA INTERNATIONAL GROUP, LLP	15,108	0.01%	$639K	-96,890 (-86.5%)
217	Taylor Financial Group, Inc.	15,056	0.01%	$637K	—
218	TRED AVON FAMILY WEALTH, LLC	14,719	0.01%	$623K	—
219	Quantbot Technologies LP	14,709	0.01%	$622K	NEW
220	Gilman Hill Asset Management, LLC	14,708	0.01%	$622K	—
221	Centiva Capital, LP	14,691	0.01%	$622K	+1,289 (+9.6%)
222	XPONANCE LLC	14,317	0.01%	$606K	+866 (+6.4%)
223	FIRST UNITED BANK & TRUST	14,052	0.01%	$595K	+13,782 (+5104.4%)
224	Graves Light Lenhart Wealth, Inc.	14,048	0.01%	$594K	—
225	DRW Securities, LLC	14,002	0.01%	$592K	+6,144 (+78.2%)
226	Uncommon Cents Investing LLC	13,815	0.01%	$585K	-200 (-1.4%)
227	Portside Wealth Group, LLC	13,747	0.01%	$582K	+1,198 (+9.5%)
228	Ledyard National Bank	13,478	0.01%	$570K	—
229	Kingsview Wealth Management, LLC	13,406	0.01%	$567K	+277 (+2.1%)
230	CIBC Asset Management Inc	13,369	0.01%	$566K	+388 (+3.0%)
231	STRS OHIO	13,300	0.01%	$563K	+3,300 (+33.0%)
232	SEGALL BRYANT & HAMILL, LLC	13,219	0.01%	$559K	-106 (-0.8%)
233	Ameritas Investment Partners, Inc.	13,124	0.01%	$555K	+1,543 (+13.3%)
234	VISTA INVESTMENT MANAGEMENT	12,991	0.01%	$550K	—
235	BANK OF MONTREAL /CAN/	12,917	0.01%	$547K	+1,357 (+11.7%)
236	BENJAMIN EDWARDS INC	12,888	0.01%	$545K	+540 (+4.4%)
237	Geneos Wealth Management Inc.	12,764	0.01%	$540K	—
238	Accordant Advisory Group Inc	12,606	0.01%	$533K	-29 (-0.2%)
239	Jackson Creek Investment Advisors LLC	12,527	0.01%	$532K	-35,686 (-74.0%)
240	Nadler Financial Group, Inc.	12,325	0.01%	$521K	—
241	PARK AVENUE SECURITIES LLC	12,196	0.01%	$516K	-245 (-2.0%)
242	INTRUST BANK NA	12,086	0.01%	$511K	-1,141 (-8.6%)
243	MARSHALL WACE, LLP	12,057	0.01%	$510K	+3,799 (+46.0%)
244	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	11,478	0.01%	$486K	—
245	TRUST POINT INC.	11,431	0.01%	$484K	-6,091 (-34.8%)
246	CHOREO, LLC	11,365	0.01%	$481K	+38 (+0.3%)
247	Hopwood Financial Services, Inc.	11,231	0.01%	$475K	—
248	Vise Technologies, Inc.	11,214	0.01%	$474K	+5,075 (+82.7%)
249	First National Advisers, LLC	11,134	0.01%	$471K	-1,841 (-14.2%)
250	Snowden Capital Advisors LLC	11,077	0.01%	$469K	-371 (-3.2%)

Exited since 2026-03-31 (33 filers; largest 25 shown)

Interval Partners, LP	−112,921
FJ Capital Management LLC	−72,243
JANUS HENDERSON GROUP PLC	−65,490
Holocene Advisors, LP	−52,614
GSA CAPITAL PARTNERS LLP	−38,196
Brooklyn Investment Group	−29,674
Passive Capital Management, LLC.	−29,123
Gibbs Wealth Management	−24,267
MILLENNIUM MANAGEMENT LLC	−23,947
iSAM Funds (UK) Ltd	−23,382
CWM, LLC	−16,544
MIRABELLA FINANCIAL SERVICES LLP	−14,405
FIRST MANHATTAN CO. LLC.	−10,320
Walleye Capital LLC	−9,726
Wolfstich Capital, LLC	−9,450
Farringdon Capital, Ltd.	−7,951
SummitTX Capital, L.P.	−7,214
Focus Partners Advisor Solutions, LLC	−7,150
ZWJ INVESTMENT COUNSEL INC	−6,550
REGIONS FINANCIAL CORP	−6,083
Claris Financial LLC	−5,963
Schonfeld Strategic Advisors LLC	−5,677
Scarborough Advisors, LLC	−2,852
CURIO WEALTH, LLC	−901
Sound Income Strategies, LLC	−607

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
Vanguard Capital Management	SCHEDULE 13G	2026-04-29	2026-03-31	7,466,061	5.21%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-28	2026-03-31	8,812,926	6.16%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
STATE STREET CORPORATION	SCHEDULE 13G	2025-08-11	2025-06-30	7,400,456	5.2%
Dimensional Fund Advisors LP	SCHEDULE 13G/A	2025-07-15	2025-06-30	7,839,696	5.5%
BlackRock, Inc.	SCHEDULE 13G/A	2025-05-05	2025-04-30	18,960,082	14.4%

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.