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.

U S PHYSICAL THERAPY INC /NV

CIK 0000885978USPH· quarter ending 2026-06-30

Shares outstanding

14,922,698

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

Held by 13F filers

16,196,544

108.5% of shares outstanding

Holders

218

-11 vs 2026-03-31 · 28 new, 39 exited

Value

$1.1B

shares +0.9% vs prior quarter

13F holdings exceed the share count. This is normal for heavily shorted stocks: shares lent to short sellers are reported by the lender and again by whoever bought them. Related filers occasionally report the same position twice as well.

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

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	USPH · NYSE	14,922,698	16,196,544	108.5%	218	90337L108

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
	90337L108	COM	218	16,196,544	14,922,698	108.5%	$1.1B	0 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 (218 of 218 · 90337L108)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	2,264,202	15.17%	$155.5M	+55,691 (+2.5%)
2	Bahl & Gaynor LLC	861,574	5.77%	$59.2M	+16,186 (+1.9%)
3	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	846,674	5.67%	$58.1M	-219,182 (-20.6%)
4	Copeland Capital Management, LLC	841,544	5.64%	$57.8M	+4,713 (+0.6%)
5	STATE STREET CORP	707,186	4.74%	$48.6M	+58,799 (+9.1%)
6	MORGAN STANLEY	698,690	4.68%	$48.0M	-303,778 (-30.3%)
7	VANGUARD CAPITAL MANAGEMENT LLC	674,195	4.52%	$46.3M	+10,133 (+1.5%)
8	NEUBERGER BERMAN GROUP LLC	598,894	4.01%	$41.1M	+589,645 (+6375.2%)
9	AMERICAN CENTURY COMPANIES INC	558,818	3.74%	$38.4M	+222,371 (+66.1%)
10	SOUTHERNSUN ASSET MANAGEMENT, LLC	527,765	3.54%	$36.2M	+87,861 (+20.0%)
11	DIMENSIONAL FUND ADVISORS LP	513,913	3.44%	$35.3M	+6,519 (+1.3%)
12	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	436,996	2.93%	$30.0M	+59,133 (+15.6%)
13	SCHRODER INVESTMENT MANAGEMENT GROUP	433,745	2.91%	$29.9M	+177,230 (+69.1%)
14	GEODE CAPITAL MANAGEMENT, LLC	385,726	2.58%	$26.5M	+19,771 (+5.4%)
15	Boston Trust Walden Corp	381,125	2.55%	$26.2M	-18,984 (-4.7%)
16	GW&K Investment Management, LLC	359,176	2.41%	$24.7M	-9,502 (-2.6%)
17	VANGUARD PORTFOLIO MANAGEMENT LLC	329,161	2.21%	$22.6M	+16,852 (+5.4%)
18	BANK OF AMERICA CORP /DE/	282,192	1.89%	$19.4M	-272,429 (-49.1%)
19	NORTHERN TRUST CORP	230,937	1.55%	$15.9M	+20,009 (+9.5%)
20	ENVESTNET ASSET MANAGEMENT INC	204,339	1.37%	$14.0M	-68,770 (-25.2%)
21	CRAWFORD INVESTMENT COUNSEL INC	179,078	1.20%	$12.3M	+27,201 (+17.9%)
22	FMR LLC	143,226	0.96%	$9.8M	-4,808 (-3.2%)
23	KENNEDY CAPITAL MANAGEMENT LLC	141,098	0.95%	$9.7M	+73,151 (+107.7%)
24	ROYAL BANK OF CANADA	140,054	0.94%	$9.6M	+6,277 (+4.7%)
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	137,129	0.92%	$9.4M	-9,839 (-6.7%)
26	Bank of New York Mellon Corp	132,312	0.89%	$9.1M	+636 (+0.5%)
27	Rockefeller Capital Management L.P.	129,874	0.87%	$8.9M	-4,266 (-3.2%)
28	WELLS FARGO & COMPANY/MN	117,548	0.79%	$8.1M	-8,620 (-6.8%)
29	TWO SIGMA INVESTMENTS, LP	110,585	0.74%	$7.6M	+8,018 (+7.8%)
30	AMERIPRISE FINANCIAL INC	106,235	0.71%	$7.3M	+5,194 (+5.1%)
31	VANGUARD FIDUCIARY TRUST CO	105,858	0.71%	$7.3M	+1,988 (+1.9%)
32	CenterBook Partners LP	96,895	0.65%	$6.7M	+50,561 (+109.1%)
33	PRINCIPAL FINANCIAL GROUP INC	94,723	0.63%	$6.5M	+1,578 (+1.7%)
34	JPMORGAN CHASE & CO	93,730	0.63%	$6.5M	-3,265 (-3.4%)
35	WELLINGTON MANAGEMENT GROUP LLP	88,496	0.59%	$6.1M	-26,381 (-23.0%)
36	SEI INVESTMENTS CO	86,178	0.58%	$5.9M	-32,145 (-27.2%)
37	CITADEL ADVISORS LLC	82,053	0.55%	$5.6M	+71,853 (+704.4%)
38	UBS Group AG	80,569	0.54%	$5.5M	-4,150 (-4.9%)
39	Alpine Peaks Capital, LP	76,487	0.51%	$5.3M	-18,537 (-19.5%)
40	GOLDMAN SACHS GROUP INC	74,441	0.50%	$5.1M	-29,267 (-28.2%)
41	VICTORY CAPITAL MANAGEMENT INC	72,005	0.48%	$4.9M	+3,135 (+4.6%)
42	RENAISSANCE TECHNOLOGIES LLC	70,997	0.48%	$4.9M	-5,959 (-7.7%)
43	RBF Capital, LLC	69,999	0.47%	$4.8M	—
44	MARSHALL WACE, LLP	68,453	0.46%	$4.7M	+42,890 (+167.8%)
45	Bridge City Capital, LLC	67,890	0.45%	$4.7M	+14,729 (+27.7%)
46	Invesco Ltd.	67,465	0.45%	$4.6M	+2,855 (+4.4%)
47	Public Sector Pension Investment Board	52,184	0.35%	$3.6M	-2,223 (-4.1%)
48	RAYMOND JAMES FINANCIAL INC	48,001	0.32%	$3.3M	+2,567 (+5.6%)
49	Russell Investments Group, Ltd.	45,022	0.30%	$3.1M	-2,249 (-4.8%)
50	Sovereign's Capital Management, LLC	44,514	0.30%	$3.1M	-560 (-1.2%)
51	BARD ASSOCIATES INC	42,368	0.28%	$2.9M	-582 (-1.4%)
52	STIFEL FINANCIAL CORP	41,718	0.28%	$2.9M	-14,852 (-26.3%)
53	Nuveen, LLC	37,814	0.25%	$2.6M	+7,547 (+24.9%)
54	Balyasny Asset Management L.P.	37,362	0.25%	$2.6M	+17,986 (+92.8%)
55	RHUMBLINE ADVISERS	37,225	0.25%	$2.6M	-5,324 (-12.5%)
56	MILLENNIUM MANAGEMENT LLC	36,424	0.24%	$2.5M	+33,681 (+1227.9%)
57	JOHNSON INVESTMENT COUNSEL INC	34,471	0.23%	$2.4M	-111 (-0.3%)
58	Legal & General Group Plc	34,050	0.23%	$2.3M	-80 (-0.2%)
59	Point72 Asset Management, L.P.	33,223	0.22%	$2.3M	-208,179 (-86.2%)
60	Swiss National Bank	30,300	0.20%	$2.1M	+300 (+1.0%)
61	OPPENHEIMER ASSET MANAGEMENT INC.	30,259	0.20%	$2.1M	+6,151 (+25.5%)
62	PENN DAVIS MCFARLAND INC	29,713	0.20%	$2.0M	—
63	XTX Topco Ltd	28,403	0.19%	$2.0M	+10,564 (+59.2%)
64	BROWN BROTHERS HARRIMAN & CO	28,245	0.19%	$1.9M	-1 (-0.0%)
65	Callan Family Office, LLC	27,106	0.18%	$1.9M	+1,500 (+5.9%)
66	PRICE T ROWE ASSOCIATES INC /MD/	24,928	0.17%	$1.7M	+9,072 (+57.2%)
67	CAPTRUST FINANCIAL ADVISORS	23,974	0.16%	$1.6M	-94 (-0.4%)
68	NEW YORK STATE COMMON RETIREMENT FUND	23,514	0.16%	$1.6M	+4,100 (+21.1%)
69	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	22,283	0.15%	$1.5M	-3,049 (-12.0%)
70	TUDOR INVESTMENT CORP ET AL	21,877	0.15%	$1.5M	+17,693 (+422.9%)
71	AQR CAPITAL MANAGEMENT LLC	19,835	0.13%	$1.4M	+1,853 (+10.3%)
72	RICE HALL JAMES & ASSOCIATES, LLC	18,628	0.12%	$1.3M	+723 (+4.0%)
73	CHATHAM CAPITAL GROUP, INC.	18,163	0.12%	$1.2M	-211 (-1.1%)
74	ALLIANCEBERNSTEIN L.P.	16,595	0.11%	$1.2M	—
75	DEUTSCHE BANK AG\	16,291	0.11%	$1.1M	+2,976 (+22.4%)
76	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	16,103	0.11%	$1.1M	-3,584 (-18.2%)
77	True North Advisors, LLC	16,071	0.11%	$1.1M	+1,683 (+11.7%)
78	PRUDENTIAL FINANCIAL INC	15,969	0.11%	$1.1M	+270 (+1.7%)
79	Daiwa Securities Group Inc.	15,671	0.11%	$1.1M	-2,475 (-13.6%)
80	South Dakota Investment Council	14,413	0.10%	$990K	-300 (-2.0%)
81	LANARK FINANCIAL, INC.	12,901	0.09%	$886K	+4,776 (+58.8%)
82	Qube Research & Technologies Ltd	12,549	0.08%	$862K	-12,109 (-49.1%)
83	CANADA LIFE ASSURANCE Co	11,785	0.08%	$811K	-795 (-6.3%)
84	CITIGROUP INC	11,727	0.08%	$805K	+8,005 (+215.1%)
85	Martin Capital Advisors, LLP	11,599	0.08%	$797K	-1,060 (-8.4%)
86	HARBOR CAPITAL ADVISORS, INC.	10,918	0.07%	$750K	+2,040 (+23.0%)
87	FIRST TRUST ADVISORS LP	10,525	0.07%	$723K	-54,848 (-83.9%)
88	TRUIST FINANCIAL CORP	10,457	0.07%	$718K	-7,878 (-43.0%)
89	VANGUARD ASSET MANAGEMENT, Ltd	10,324	0.07%	$709K	—
90	US BANCORP \DE\	10,100	0.07%	$694K	+35 (+0.3%)
91	Thrivent Financial for Lutherans	9,994	0.07%	$686K	-155 (-1.5%)
92	Freestone Grove Partners LP	9,969	0.07%	$685K	NEW
93	Legato Capital Management LLC	9,608	0.06%	$660K	+2,173 (+29.2%)
94	Penn Capital Management Company, LLC	9,431	0.06%	$648K	NEW
95	LPL Financial LLC	9,256	0.06%	$636K	-5,871 (-38.8%)
96	FIFTH THIRD BANCORP	9,243	0.06%	$635K	-1,055 (-10.2%)
97	MetLife Investment Management, LLC	8,842	0.06%	$607K	+497 (+6.0%)
98	Simplicity Wealth,LLC	8,380	0.06%	$576K	+4,222 (+101.5%)
99	Illinois Municipal Retirement Fund	8,258	0.06%	$567K	+242 (+3.0%)
100	DARK FOREST CAPITAL MANAGEMENT LP	7,866	0.05%	$540K	NEW
101	Quantinno Capital Management LP	7,355	0.05%	$505K	-1,293 (-15.0%)
102	Wilmington Savings Fund Society, FSB	7,147	0.05%	$491K	-1,001 (-12.3%)
103	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	6,948	0.05%	$477K	-126 (-1.8%)
104	Louisiana State Employees Retirement System	6,700	0.04%	$460K	—
105	Legacy Wealth Asset Management, LLC	6,697	0.04%	$460K	-2,176 (-24.5%)
106	Morningstar Investment Management LLC	6,658	0.04%	$499K	—
107	Baird Financial Group, Inc.	6,629	0.04%	$455K	+613 (+10.2%)
108	Pathstone Holdings, LLC	6,501	0.04%	$446K	-294 (-4.3%)
109	Cetera Investment Advisers	6,254	0.04%	$429K	-3,913 (-38.5%)
110	MANUFACTURERS LIFE INSURANCE COMPANY, THE	6,115	0.04%	$420K	-197 (-3.1%)
111	Vanguard Global Advisers, LLC	6,108	0.04%	$419K	—
112	Jupiter Topco LLC	5,888	0.04%	$405K	NEW
113	State of Alaska, Department of Revenue	5,806	0.04%	$398K	-2,566 (-30.6%)
114	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	5,730	0.04%	$394K	NEW
115	BESSEMER GROUP INC	5,639	0.04%	$387K	-102 (-1.8%)
116	PERSONAL CFO SOLUTIONS, LLC	5,519	0.04%	$379K	-1,240 (-18.3%)
117	HOWE & RUSLING INC	5,485	0.04%	$377K	+1,033 (+23.2%)
118	COMMERCE BANK	4,755	0.03%	$327K	-33 (-0.7%)
119	Fiduciary Trust Co	4,501	0.03%	$309K	+79 (+1.8%)
120	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	4,386	0.03%	$301K	+481 (+12.3%)
121	CWC Advisors, LLC.	4,195	0.03%	$288K	-207 (-4.7%)
122	ARIZONA STATE RETIREMENT SYSTEM	4,173	0.03%	$287K	-19 (-0.5%)
123	Police & Firemen's Retirement System of New Jersey	4,164	0.03%	$286K	—
124	YOUSIF CAPITAL MANAGEMENT, LLC	4,127	0.03%	$283K	-4 (-0.1%)
125	City Center Advisors, LLC	4,117	0.03%	$283K	NEW
126	Van Hulzen Asset Management, LLC	4,107	0.03%	$282K	-974 (-19.2%)
127	AMALGAMATED BANK	4,086	0.03%	$281K	-289 (-6.6%)
128	&PARTNERS	4,030	0.03%	$277K	-1,668 (-29.3%)
129	M&T Bank Corp	3,910	0.03%	$268K	-71 (-1.8%)
130	Snowden Capital Advisors LLC	3,811	0.03%	$262K	-915 (-19.4%)
131	Jump Financial, LLC	3,713	0.02%	$255K	NEW
132	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	3,709	0.02%	$255K	—
133	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	3,609	0.02%	$248K	-151 (-4.0%)
134	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	3,483	0.02%	$239K	—
135	Vanguard Investments Australia, Ltd.	3,456	0.02%	$237K	—
136	Atria Investments, Inc	3,393	0.02%	$233K	-3,753 (-52.5%)
137	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3,340	0.02%	$242K	+531 (+18.9%)
138	INTECH INVESTMENT MANAGEMENT LLC	3,328	0.02%	$229K	-285 (-7.9%)
139	KLP KAPITALFORVALTNING AS	3,300	0.02%	$227K	—
140	Ridgewood Investments LLC	3,040	0.02%	$209K	NEW
141	Corient Private Wealth LP	3,031	0.02%	$208K	-2,145 (-41.4%)
142	Janney Montgomery Scott LLC	3,024	0.02%	$208K	-357 (-10.6%)
143	PNC Financial Services Group, Inc.	2,976	0.02%	$204K	+130 (+4.6%)
144	State of Tennessee, Department of Treasury	2,973	0.02%	$204K	—
145	VOYA INVESTMENT MANAGEMENT LLC	2,963	0.02%	$203K	NEW
146	HighTower Advisors, LLC	2,937	0.02%	$202K	NEW
147	Brevan Howard Capital Management LP	2,922	0.02%	$201K	NEW
148	Zurcher Kantonalbank (Zurich Cantonalbank)	2,631	0.02%	$181K	—
149	BNP PARIBAS FINANCIAL MARKETS	2,451	0.02%	$168K	-1,493 (-37.9%)
150	SG Americas Securities, LLC	2,422	0.02%	$166K	-3,151 (-56.5%)
151	BARCLAYS PLC	2,293	0.02%	$157K	-687 (-23.1%)
152	Ameritas Investment Partners, Inc.	1,375	0.01%	$94K	+115 (+9.1%)
153	JONES FINANCIAL COMPANIES LLLP	1,328	0.01%	$91K	-207 (-13.5%)
154	HUNTINGTON NATIONAL BANK	1,235	0.01%	$85K	+61 (+5.2%)
155	Tower Research Capital LLC (TRC)	1,143	0.01%	$79K	+523 (+84.4%)
156	KBC Group NV	774	0.01%	$53K	—
157	Arax Advisory Partners	606	0.00%	$42K	-232 (-27.7%)
158	ASSETMARK, INC	570	0.00%	$39K	—
159	Mitsubishi UFJ Asset Management Co., Ltd.	442	0.00%	$30K	—
160	TOWER TRUST & INVESTMENT Co	400	0.00%	$27K	—
161	OSAIC HOLDINGS, INC.	382	0.00%	$26K	-5,296 (-93.3%)
162	HANTZ FINANCIAL SERVICES, INC.	292	0.00%	$20K	-590 (-66.9%)
163	CoreCap Advisors, LLC	281	0.00%	$19K	+151 (+116.2%)
164	Parallel Advisors, LLC	278	0.00%	$19K	-507 (-64.6%)
165	Centerpoint Advisors, LLC	275	0.00%	$19K	+51 (+22.8%)
166	Cornerstone Planning Group LLC	258	0.00%	$19K	+1 (+0.4%)
167	Global Retirement Partners, LLC	255	0.00%	$18K	NEW
168	NISA INVESTMENT ADVISORS, LLC	236	0.00%	$16K	-22 (-8.5%)
169	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	236	0.00%	$16K	+31 (+15.1%)
170	Nykredit A/S	227	0.00%	$16K	NEW
171	FIRST HORIZON CORP	208	0.00%	$14K	-53 (-20.3%)
172	Pinnacle Wealth Planning Services, Inc.	200	0.00%	$14K	-380 (-65.5%)
173	Blue Trust, Inc.	198	0.00%	$14K	—
174	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	169	0.00%	$12K	+39 (+30.0%)
175	Westside Investment Management, Inc.	160	0.00%	$11K	—
176	Sterling Capital Management LLC	138	0.00%	$9K	-117 (-45.9%)
177	EverSource Wealth Advisors, LLC	136	0.00%	$9K	-101 (-42.6%)
178	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	127	0.00%	$9K	NEW
179	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	119	0.00%	$8K	NEW
180	SouthState Bank Corp	102	0.00%	$7K	—
181	Farther Finance Advisors, LLC	96	0.00%	$7K	+51 (+113.3%)
182	Atlantic Union Bankshares Corp	94	0.00%	$6K	—
183	LOS ANGELES CAPITAL MANAGEMENT LLC	93	0.00%	$6K	—
184	Optiver Holding B.V.	92	0.00%	$6K	NEW
185	WOLFF WIESE MAGANA LLC	78	0.00%	$5K	—
186	GAMMA Investing LLC	70	0.00%	$5K	-733 (-91.3%)
187	WPG Advisers, LLC	62	0.00%	$4K	—
188	UMB Bank, n.a.	58	0.00%	$4K	-85 (-59.4%)
189	Buck Wealth Strategies, LLC	52	0.00%	$4K	NEW
190	Abound Wealth Management	50	0.00%	$3K	—
191	TD PRIVATE CLIENT WEALTH LLC	48	0.00%	$3K	+5 (+11.6%)
192	AMERIFLEX GROUP, INC.	37	0.00%	$3K	NEW
193	IFP Advisors, Inc	34	0.00%	$2K	-3 (-8.1%)
194	MassMutual Private Wealth & Trust, FSB	32	0.00%	$2K	+10 (+45.5%)
195	Synergy Investment Management, LLC	30	0.00%	$2K	NEW
196	Fortitude Family Office, LLC	26	0.00%	$2K	NEW
197	Allworth Financial LP	24	0.00%	$2K	+1 (+4.3%)
198	Steward Partners Investment Advisory, LLC	23	0.00%	$2K	NEW
199	NewEdge Advisors, LLC	20	0.00%	$1K	—
200	Financial Network Wealth Advisors LLC	19	0.00%	$1K	-72 (-79.1%)
201	Quarry LP	19	0.00%	$1K	NEW
202	Salomon & Ludwin, LLC	16	0.00%	$1K	-108 (-87.1%)
203	MidFirst Bank	15	0.00%	$1K	—
204	Smartleaf Asset Management LLC	12	0.00%	$826	—
205	WEBSTER BANK, N. A.	11	0.00%	$755	NEW
206	FARMERS & MERCHANTS INVESTMENTS INC	11	0.00%	$755	—
207	Parkside Financial Bank & Trust	10	0.00%	$687	-25 (-71.4%)
208	Caitong International Asset Management Co., Ltd	10	0.00%	$687	-20 (-66.7%)
209	Covestor Ltd	9	0.00%	$1K	-1 (-10.0%)
210	HORIZON FINANCIAL SERVICES, LLC	7	0.00%	$481	NEW
211	Clearstead Advisors, LLC	5	0.00%	$344	NEW
212	ROTHSCHILD INVESTMENT LLC	5	0.00%	$343	-12 (-70.6%)
213	WEST PACES ADVISORS INC.	4	0.00%	$275	NEW
214	Essential Partners LLC	4	0.00%	$275	-8 (-66.7%)
215	JFS WEALTH ADVISORS, LLC	2	0.00%	$138	NEW
216	Davis Capital Management	1	0.00%	$69	NEW
217	GILPIN WEALTH MANAGEMENT, LLC	1	0.00%	$69	-4 (-80.0%)
218	Cullen/Frost Bankers, Inc.	0	0.00%	$7	-3 (-100.0%)

Exited since 2026-03-31 (39 filers; largest 25 shown)

Man Group plc	−46,295
JANE STREET GROUP, LLC	−42,663
Hodges Capital Management Inc.	−37,446
ExodusPoint Capital Management, LP	−34,077
Susquehanna Portfolio Strategies, LLC	−31,550
CAMBIAR INVESTORS LLC	−18,621
Conestoga Capital Advisors, LLC	−15,275
Creative Planning	−10,024
MML INVESTORS SERVICES, LLC	−9,789
LEVEL FOUR ADVISORY SERVICES, LLC	−7,674
SUSQUEHANNA INTERNATIONAL GROUP, LLP	−6,900
JANUS HENDERSON GROUP PLC	−5,888
BOOTHBAY FUND MANAGEMENT, LLC	−5,599
Dynamic Technology Lab Private Ltd	−5,470
PARK AVENUE SECURITIES LLC	−4,703
BENJAMIN EDWARDS INC	−4,394
Cerity Partners LLC	−3,942
Gibbs Wealth Management	−3,823
Handelsbanken Fonder AB	−3,000
Quadrature Capital Ltd	−2,951
CIBC Bancorp USA Inc.	−2,898
Universal- Beteiligungs- und Servicegesellschaft mbH	−2,716
Vestcor Inc	−1,372
Center for Financial Planning, Inc.	−1,001
Advisory Services Network, LLC	−913

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
Kayne Anderson Rudnick Investment Management, LLC	SCHEDULE 13G/A	2026-08-13	2026-06-30	846,674	5.6%
Morgan Stanley	SCHEDULE 13G/A	2026-08-12	2026-06-30	596,683	3.9%
Copeland Capital Management	SCHEDULE 13G/A	2026-08-04	2026-06-30	841,544	5.53%
BAHL & GAYNOR INC	SCHEDULE 13G	2026-05-08	2026-01-15	653,986	5.1%
Vanguard Capital Management	SCHEDULE 13G	2026-04-30	2026-03-31	777,590	5.14%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund	SCHEDULE 13G/A	2026-02-13	2025-12-31	667,088	4.4%
Virtus Investment Advisers, LLC	SCHEDULE 13G/A	2026-02-13	2025-12-31	731,069	4.8%
Copeland Capital Management, LLC	SCHEDULE 13G	2026-01-29	2025-12-31	786,114	5.17%
BlackRock, Inc.	SCHEDULE 13G/A	2025-07-18	2025-06-30	2,162,136	14.2%
Calvert Impact Fund, Inc. - Calvert Small-Cap Fund	SCHEDULE 13G/A	2025-02-05	2024-12-31	590,428	3.9%
Calvert Research and Management	SCHEDULE 13G/A	2025-02-05	2024-12-31	635,280	4.2%

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.