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.

Everforth Inc

CIK 0000890564EFOR· quarter ending 2026-06-30

Shares outstanding

41,000,000

as of 2026-07-24 · 10-Q cover page, filed 2026-07-31

Held by 13F filers

43,218,010

105.4% of shares outstanding

Holders

247

-2 vs 2026-03-31 · 76 new, 78 exited

Value

$774.1M

shares +0.1% 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 2026-07-31, as of 2026-07-24)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	EFOR · NYSE	41,000,000	43,218,010	105.4%	247	00191U102

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
	00191U102	COM	247	43,218,010	41,000,000	105.4%	$774.1M	4 call / 3 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. 1 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (247 of 247 · 00191U102)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	7,461,705	18.20%	$133.3M	+792,558 (+11.9%)
2	VANGUARD PORTFOLIO MANAGEMENT LLC	3,289,850	8.02%	$58.8M	+6,204 (+0.2%)
3	AQR CAPITAL MANAGEMENT LLC	2,114,423	5.16%	$37.8M	-416,227 (-16.4%)
4	D. E. Shaw & Co., Inc.	1,923,057	4.69%	$34.4M	+1,345,207 (+232.8%)
5	STATE STREET CORP	1,845,006	4.50%	$33.0M	+102,297 (+5.9%)
6	VANGUARD CAPITAL MANAGEMENT LLC	1,770,787	4.32%	$31.6M	+14,219 (+0.8%)
7	DIMENSIONAL FUND ADVISORS LP	1,626,085	3.97%	$29.1M	-269,038 (-14.2%)
8	GEODE CAPITAL MANAGEMENT, LLC	1,373,422	3.35%	$24.5M	+2,158 (+0.2%)
9	Pathstone Holdings, LLC	1,280,177	3.12%	$22.9M	+77,944 (+6.5%)
10	GOLDMAN SACHS GROUP INC	1,146,390	2.80%	$20.5M	+254,422 (+28.5%)
11	BAMCO INC /NY/	910,800	2.22%	$16.3M	-150,000 (-14.1%)
12	AMERIPRISE FINANCIAL INC	896,710	2.19%	$16.0M	+352,172 (+64.7%)
13	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	817,919	1.99%	$14.6M	+131,790 (+19.2%)
14	NEW SOUTH CAPITAL MANAGEMENT INC	792,624	1.93%	$14.2M	NEW
15	MORGAN STANLEY	768,988	1.88%	$13.7M	+72,562 (+10.4%)
16	SYSTEMATIC FINANCIAL MANAGEMENT LP	711,516	1.74%	$12.7M	+166,933 (+30.7%)
17	Allianz Asset Management GmbH	660,144	1.61%	$11.8M	+146,164 (+28.4%)
18	JACOBS LEVY EQUITY MANAGEMENT, INC	584,996	1.43%	$10.5M	NEW
19	GLENMEDE TRUST CO NA	555,440	1.35%	$9.9M	+345,632 (+164.7%)
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	538,930	1.31%	$9.6M	-40,717 (-7.0%)
21	Point72 Asset Management, L.P.	529,793	1.29%	$9.5M	+25,148 (+5.0%)
22	BANK OF AMERICA CORP /DE/	512,563	1.25%	$9.2M	+148,500 (+40.8%)
23	PRUDENTIAL FINANCIAL INC	502,827	1.23%	$9.0M	+167,034 (+49.7%)
24	NORTHERN TRUST CORP	489,856	1.19%	$8.8M	+7,978 (+1.7%)
25	Invesco Ltd.	460,838	1.12%	$8.2M	-1,332,880 (-74.3%)
26	FIL Ltd	430,000	1.05%	$7.7M	-36,000 (-7.7%)
27	JPMORGAN CHASE & CO	425,847	1.04%	$8.0M	+133,668 (+45.7%)
28	Pacer Advisors, Inc.	369,436	0.90%	$6.6M	+58,949 (+19.0%)
29	Nuveen, LLC	330,562	0.81%	$5.9M	+229,608 (+227.4%)
30	Aristotle Capital Boston, LLC	325,014	0.79%	$5.8M	-24,404 (-7.0%)
31	Edgestream Partners, L.P.	308,870	0.75%	$5.5M	NEW
32	PRINCIPAL FINANCIAL GROUP INC	283,885	0.69%	$5.1M	-2,472 (-0.9%)
33	VANGUARD FIDUCIARY TRUST CO	270,082	0.66%	$4.8M	-4,015 (-1.5%)
34	Creative Planning	269,324	0.66%	$4.8M	+223,723 (+490.6%)
35	INTRINSIC EDGE CAPITAL MANAGEMENT LLC	250,000	0.61%	$4.5M	NEW
36	Bank of New York Mellon Corp	236,189	0.58%	$4.2M	-14,852 (-5.9%)
37	UBS Group AG	217,633	0.53%	$3.9M	+88,139 (+68.1%)
38	VICTORY CAPITAL MANAGEMENT INC	213,437	0.52%	$3.8M	+58,661 (+37.9%)
39	SEI INVESTMENTS CO	177,774	0.43%	$3.2M	-88,535 (-33.2%)
40	FIRST TRUST ADVISORS LP	161,412	0.39%	$2.9M	+63,133 (+64.2%)
41	MILLENNIUM MANAGEMENT LLC	159,149	0.39%	$2.8M	NEW
42	CITADEL ADVISORS LLC	153,476	0.37%	$2.7M	NEW
43	Mariner, LLC	146,526	0.36%	$2.6M	+113,590 (+344.9%)
44	Public Sector Pension Investment Board	140,813	0.34%	$2.5M	-11,987 (-7.8%)
45	BOOTHBAY FUND MANAGEMENT, LLC	134,138	0.33%	$2.4M	NEW
46	TWO SIGMA INVESTMENTS, LP	133,622	0.33%	$2.4M	-5,076 (-3.7%)
47	BESSEMER GROUP INC	128,563	0.31%	$2.3M	+86 (+0.1%)
48	Orion Porfolio Solutions, LLC	127,104	0.31%	$2.3M	+101,387 (+394.2%)
49	RHUMBLINE ADVISERS	123,183	0.30%	$2.2M	NEW
50	Vanguard Global Advisers, LLC	115,637	0.28%	$2.1M	+66,391 (+134.8%)
51	CAPITAL FUND MANAGEMENT S.A.	107,988	0.26%	$1.9M	NEW
52	Quantinno Capital Management LP	103,500	0.25%	$1.8M	+34,939 (+51.0%)
53	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	100,690	0.25%	$1.8M	+26,080 (+35.0%)
54	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	100,542	0.25%	$1.8M	-10,874 (-9.8%)
55	Legal & General Group Plc	93,942	0.23%	$1.7M	-5,061 (-5.1%)
56	VARCOV Co.	92,486	0.23%	$1.7M	+78,323 (+553.0%)
57	Bleakley Financial Group, LLC	89,746	0.22%	$1.6M	NEW
58	Tweedy, Browne Co LLC	87,577	0.21%	$1.6M	NEW
59	EXCHANGE TRADED CONCEPTS, LLC	87,577	0.21%	$1.6M	NEW
60	BNP PARIBAS FINANCIAL MARKETS	86,799	0.21%	$1.6M	-93,012 (-51.7%)
61	CITIGROUP INC	84,903	0.21%	$1.5M	-117,527 (-58.1%)
62	Aquatic Capital Management LLC	84,216	0.21%	$1.5M	NEW
63	Swiss National Bank	78,700	0.19%	$1.4M	-5,800 (-6.9%)
64	TUDOR INVESTMENT CORP ET AL	76,836	0.19%	$1.4M	NEW
65	Russell Investments Group, Ltd.	70,113	0.17%	$1.3M	-50,758 (-42.0%)
66	Prosight Management, LP	67,500	0.16%	$1.2M	NEW
67	Savant Capital, LLC	66,693	0.16%	$1.2M	NEW
68	AE Wealth Management LLC	66,161	0.16%	$1.2M	NEW
69	VIRGINIA RETIREMENT SYSTEMS ET Al	66,000	0.16%	$1.2M	NEW
70	Brevan Howard Capital Management LP	63,991	0.16%	$1.1M	+54,840 (+599.3%)
71	XTX Topco Ltd	61,221	0.15%	$1.1M	+46,992 (+330.3%)
72	PRICE T ROWE ASSOCIATES INC /MD/	59,071	0.14%	$1.1M	+7,207 (+13.9%)
73	ALLIANCEBERNSTEIN L.P.	58,054	0.14%	$2.2M	+4,847 (+9.1%)
74	SUSQUEHANNA INTERNATIONAL GROUP, LLP	54,086	0.13%	$967K	+25,259 (+87.6%)
75	AMERICAN CENTURY COMPANIES INC	53,884	0.13%	$963K	-6,271 (-10.4%)
76	NORDEN GROUP LLC	52,284	0.13%	$934K	NEW
77	DEUTSCHE BANK AG\	50,923	0.12%	$910K	-189,860 (-78.9%)
78	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	50,602	0.12%	$904K	-1,329 (-2.6%)
79	Larson Financial Group LLC	50,435	0.12%	$901K	NEW
80	Wealthspire Advisors, LLC	50,000	0.12%	$894K	NEW
81	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	49,592	0.12%	$886K	+254 (+0.5%)
82	IEQ CAPITAL, LLC	49,065	0.12%	$877K	+5,031 (+11.4%)
83	DRIVE WEALTH MANAGEMENT, LLC	46,727	0.11%	$835K	NEW
84	Militia Capital Management LLC	45,500	0.11%	$813K	NEW
85	COMMONWEALTH EQUITY SERVICES, LLC	44,101	0.11%	$788K	NEW
86	Thrivent Financial for Lutherans	42,486	0.10%	$759K	-11,394 (-21.1%)
87	FMR LLC	42,383	0.10%	$757K	-649,443 (-93.9%)
88	STRS OHIO	42,100	0.10%	$752K	NEW
89	VANGUARD ASSET MANAGEMENT, Ltd	40,897	0.10%	$731K	+5,478 (+15.5%)
90	OSSIAM	39,800	0.10%	$711K	—
91	GSA CAPITAL PARTNERS LLP	39,084	0.10%	$698K	NEW
92	WELLS FARGO & COMPANY/MN	36,559	0.09%	$653K	+19,476 (+114.0%)
93	Cerity Partners LLC	36,230	0.09%	$647K	+5,636 (+18.4%)
94	Caisse de depot et placement du Quebec	34,600	0.08%	$618K	—
95	FRANKLIN RESOURCES INC	34,121	0.08%	$610K	+19,127 (+127.6%)
96	Man Group plc	34,034	0.08%	$608K	-60,850 (-64.1%)
97	FEDERATED HERMES, INC.	31,722	0.08%	$567K	-151,562 (-82.7%)
98	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	30,974	0.08%	$543K	+5,423 (+21.2%)
99	Wedmont Private Capital	30,060	0.07%	$527K	NEW
100	CANADA LIFE ASSURANCE Co	29,911	0.07%	$534K	-6,031 (-16.8%)
101	OCCUDO QUANTITATIVE STRATEGIES LP	28,845	0.07%	$515K	NEW
102	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	28,225	0.07%	$504K	-1,074,172 (-97.4%)
103	Merit Financial Group, LLC	26,893	0.07%	$481K	+21,348 (+385.0%)
104	WOLVERINE ASSET MANAGEMENT LLC	26,824	0.07%	$479K	NEW
105	MERCER GLOBAL ADVISORS INC /ADV	25,573	0.06%	$457K	+11,306 (+79.2%)
106	Perigon Wealth Management, LLC	25,287	0.06%	$452K	NEW
107	Illinois Municipal Retirement Fund	25,128	0.06%	$449K	NEW
108	SG Americas Securities, LLC	24,431	0.06%	$437K	-43,955 (-64.3%)
109	Entropy Technologies, LP	23,790	0.06%	$425K	NEW
110	MetLife Investment Management, LLC	22,748	0.06%	$407K	—
111	MACKENZIE FINANCIAL CORP	22,456	0.05%	$401K	-26,183 (-53.8%)
112	Quadrature Capital Ltd	22,139	0.05%	$396K	NEW
113	Allen Capital Group, LLC	21,830	0.05%	$390K	NEW
114	CHOREO, LLC	21,398	0.05%	$382K	+13,044 (+156.1%)
115	Robeco Institutional Asset Management B.V.	20,868	0.05%	$373K	—
116	STATE OF WISCONSIN INVESTMENT BOARD	20,140	0.05%	$360K	+4,038 (+25.1%)
117	MANUFACTURERS LIFE INSURANCE COMPANY, THE	19,894	0.05%	$356K	+643 (+3.3%)
118	Jupiter Topco LLC	19,708	0.05%	$352K	NEW
119	New Age Alpha Advisors, LLC	19,393	0.05%	$347K	+13,666 (+238.6%)
120	HARBOR CAPITAL ADVISORS, INC.	18,829	0.05%	$336K	-46,980 (-71.4%)
121	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	18,739	0.05%	$335K	-817 (-4.2%)
122	Simplicity Wealth,LLC	18,484	0.05%	$330K	NEW
123	Louisiana State Employees Retirement System	18,000	0.04%	$322K	-900 (-4.8%)
124	Ascent Group, LLC	17,452	0.04%	$312K	NEW
125	State of Tennessee, Department of Treasury	17,402	0.04%	$311K	-658 (-3.6%)
126	Zurcher Kantonalbank (Zurich Cantonalbank)	16,861	0.04%	$301K	—
127	Triad Wealth Partners, LLC	16,614	0.04%	$495K	NEW
128	FOX RUN MANAGEMENT, L.L.C.	16,274	0.04%	$291K	NEW
129	Janney Montgomery Scott LLC	15,676	0.04%	$280K	-19,883 (-55.9%)
130	State of Alaska, Department of Revenue	15,599	0.04%	$278K	-7,575 (-32.7%)
131	COLDSTREAM CAPITAL MANAGEMENT INC	15,150	0.04%	$271K	NEW
132	Diametric Capital, LP	14,358	0.04%	$257K	NEW
133	ROYAL BANK OF CANADA	14,071	0.03%	$251K	+12,509 (+800.8%)
134	NEW YORK STATE COMMON RETIREMENT FUND	14,049	0.03%	$251K	—
135	Abacus Wealth Partners, LLC	13,917	0.03%	$249K	NEW
136	SummerHaven Investment Management, LLC	13,916	0.03%	$249K	—
137	ALLSTATE CORP	13,836	0.03%	$247K	NEW
138	Semanteon Capital Management, LP	13,103	0.03%	$234K	NEW
139	YOUSIF CAPITAL MANAGEMENT, LLC	12,195	0.03%	$218K	-615 (-4.8%)
140	CANADA PENSION PLAN INVESTMENT BOARD	11,900	0.03%	$213K	—
141	Police & Firemen's Retirement System of New Jersey	11,673	0.03%	$209K	—
142	Campbell & CO Investment Adviser LLC	11,333	0.03%	$203K	NEW
143	Amundi	11,269	0.03%	$201K	NEW
144	AMALGAMATED BANK	11,005	0.03%	$197K	-1,254 (-10.2%)
145	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	10,872	0.03%	$194K	—
146	ARIZONA STATE RETIREMENT SYSTEM	10,826	0.03%	$193K	-909 (-7.7%)
147	Handelsbanken Fonder AB	10,723	0.03%	$192K	—
148	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	10,716	0.03%	$191K	—
149	Vanguard Investments Australia, Ltd.	10,246	0.02%	$183K	—
150	Ethic Inc.	10,115	0.02%	$181K	NEW
151	Corient Private Wealth LP	10,057	0.02%	$180K	NEW
152	OSAIC HOLDINGS, INC.	9,683	0.02%	$173K	+8,680 (+865.4%)
153	KLP KAPITALFORVALTNING AS	9,600	0.02%	$172K	—
154	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	9,300	0.02%	$166K	-500 (-5.1%)
155	FIFTH THIRD BANCORP	8,720	0.02%	$156K	-830 (-8.7%)
156	Parallel Advisors, LLC	7,991	0.02%	$143K	+7,537 (+1660.1%)
157	BARCLAYS PLC	7,023	0.02%	$126K	-96,434 (-93.2%)
158	PNC Financial Services Group, Inc.	6,375	0.02%	$114K	-1,044 (-14.1%)
159	Arax Advisory Partners	5,787	0.01%	$103K	+5,577 (+2655.7%)
160	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	4,788	0.01%	$86K	—
161	US BANCORP \DE\	4,727	0.01%	$84K	+601 (+14.6%)
162	HANTZ FINANCIAL SERVICES, INC.	4,390	0.01%	$78K	+3,178 (+262.2%)
163	ROTHSCHILD INVESTMENT LLC	4,215	0.01%	$75K	+1,644 (+63.9%)
164	Ameritas Investment Partners, Inc.	3,383	0.01%	$60K	—
165	Fulcrum Asset Management LLP	3,054	0.01%	$57K	NEW
166	GAMMA Investing LLC	2,857	0.01%	$51K	+1,125 (+65.0%)
167	Versant Capital Management, Inc	2,662	0.01%	$48K	+1,356 (+103.8%)
168	SIGNATUREFD, LLC	2,610	0.01%	$47K	+2,364 (+961.0%)
169	Mitsubishi UFJ Trust & Banking Corp	2,290	0.01%	$41K	-8,274 (-78.3%)
170	Tower Research Capital LLC (TRC)	2,191	0.01%	$39K	-3,155 (-59.0%)
171	Mitsubishi UFJ Asset Management Co., Ltd.	2,124	0.01%	$38K	+2,086 (+5489.5%)
172	WealthCollab, LLC	2,008	0.00%	$36K	NEW
173	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	1,822	0.00%	$33K	—
174	Walleye Capital LLC	1,719	0.00%	$31K	NEW
175	State of Wyoming	1,694	0.00%	$30K	-7,039 (-80.6%)
176	Ensign Peak Advisors, Inc	1,655	0.00%	$30K	-950 (-36.5%)
177	KBC Group NV	1,542	0.00%	$28K	—
178	Allworth Financial LP	1,490	0.00%	$27K	+677 (+83.3%)
179	NOMURA ASSET MANAGEMENT CO LTD	1,480	0.00%	$26K	—
180	Silver Grove Financial Group, Inc.	1,333	0.00%	$24K	NEW
181	Bayforest Capital Ltd	1,276	0.00%	$23K	NEW
182	SUMMIT SECURITIES GROUP LLC	1,000	0.00%	$18K	NEW
183	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	941	0.00%	$17K	+108 (+13.0%)
184	Sterling Capital Management LLC	820	0.00%	$15K	-561 (-40.6%)
185	EverSource Wealth Advisors, LLC	814	0.00%	$15K	-600 (-42.4%)
186	Covestor Ltd	590	0.00%	$11K	+467 (+379.7%)
187	NISA INVESTMENT ADVISORS, LLC	548	0.00%	$10K	-1,364 (-71.3%)
188	Rockefeller Capital Management L.P.	522	0.00%	$9K	-430 (-45.2%)
189	Aster Capital Management (DIFC) Ltd	504	0.00%	$9K	NEW
190	Geneos Wealth Management Inc.	500	0.00%	$9K	NEW
191	Persistent Asset Partners Ltd	491	0.00%	$9K	NEW
192	IFP Advisors, Inc	489	0.00%	$9K	+20 (+4.3%)
193	Nvest Wealth Strategies, Inc.	466	0.00%	$8K	—
194	Nykredit A/S	464	0.00%	$8K	NEW
195	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	444	0.00%	$8K	NEW
196	Salomon & Ludwin, LLC	419	0.00%	$7K	-296 (-41.4%)
197	Optiver Holding B.V.	394	0.00%	$7K	NEW
198	Farther Finance Advisors, LLC	377	0.00%	$7K	+113 (+42.8%)
199	True Wealth Design, LLC	328	0.00%	$6K	+18 (+5.8%)
200	BARROW HANLEY MEWHINNEY & STRAUSS LLC	309	0.00%	$6K	—
201	Strategic Wealth Partners, Ltd.	285	0.00%	$5K	—
202	MassMutual Private Wealth & Trust, FSB	284	0.00%	$5K	+283 (+28300.0%)
203	LOS ANGELES CAPITAL MANAGEMENT LLC	250	0.00%	$4K	—
204	Owl Creek Wealth Partners LLC	250	0.00%	$4K	+225 (+900.0%)
205	JONES FINANCIAL COMPANIES LLLP	244	0.00%	$5K	-522 (-68.1%)
206	SouthState Bank Corp	203	0.00%	$4K	—
207	UMB Bank, n.a.	190	0.00%	$3K	-677 (-78.1%)
208	Smartleaf Asset Management LLC	186	0.00%	$3K	—
209	Smithfield Trust Co	185	0.00%	$3K	—
210	Keating Financial Advisory Services, Inc.	172	0.00%	$3K	+82 (+91.1%)
211	Advisors Asset Management, Inc.	171	0.00%	$3K	—
212	SJS Investment Consulting Inc.	153	0.00%	$3K	+126 (+466.7%)
213	Quent Capital, LLC	148	0.00%	$3K	-12 (-7.5%)
214	CoreCap Advisors, LLC	124	0.00%	$2K	NEW
215	Clearstead Advisors, LLC	114	0.00%	$2K	NEW
216	SIMPLEX TRADING, LLC	113	0.00%	$2K	NEW
217	Activest Wealth Management	110	0.00%	$2K	+110
218	Steward Partners Investment Advisory, LLC	100	0.00%	$2K	NEW
219	JPL Wealth Management, LLC	83	0.00%	$1K	NEW
220	Manchester Capital Management LLC	78	0.00%	$1K	NEW
221	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	57	0.00%	$1K	—
222	Quarry LP	54	0.00%	$965	+16 (+42.1%)
223	HARBOUR INVESTMENTS, INC.	53	0.00%	$942	+28 (+112.0%)
224	Godfrey Financial Associates, Inc.	52	0.00%	$929	—
225	Essential Partners LLC	40	0.00%	$715	-320 (-88.9%)
226	Parkside Financial Bank & Trust	35	0.00%	$626	-1,217 (-97.2%)
227	CENTRAL TRUST Co	33	0.00%	$590	-12 (-26.7%)
228	HUNTINGTON NATIONAL BANK	31	0.00%	$554	+30 (+3000.0%)
229	JFS WEALTH ADVISORS, LLC	30	0.00%	$537	+20 (+200.0%)
230	Cornerstone Financial Management LLC	25	0.00%	$447	NEW
231	FARMERS & MERCHANTS INVESTMENTS INC	20	0.00%	$357	-20 (-50.0%)
232	Pinnacle Wealth Planning Services, Inc.	17	0.00%	$304	-1,766 (-99.0%)
233	Plante Moran Financial Advisors, LLC	15	0.00%	$268	NEW
234	Ankerstar Wealth, LLC	13	0.00%	$232	-1 (-7.1%)
235	TD Waterhouse Canada Inc.	12	0.00%	$211	—
236	WPG Advisers, LLC	12	0.00%	$214	—
237	Bell Investment Advisors, Inc	10	0.00%	$179	-21 (-67.7%)
238	Hughes Financial Services, LLC	8	0.00%	$143	NEW
239	Creative Capital Management Investments LLC	6	0.00%	$107	NEW
240	GILPIN WEALTH MANAGEMENT, LLC	6	0.00%	$108	-5 (-45.5%)
241	HFM Investment Advisors, LLC	3	0.00%	$54	NEW
242	Freestone Grove Partners LP	2	0.00%	$36	NEW
243	Davis Capital Management	2	0.00%	$36	NEW
244	DecisionPoint Financial, LLC	1	0.00%	$18	NEW
245	SBI Securities Co., Ltd.	1	0.00%	$18	-10 (-90.9%)
246	Global Retirement Partners, LLC	1	0.00%	$18	NEW
247	Private Wealth Management Group, LLC	1	0.00%	$18	NEW

Exited since 2026-03-31 (78 filers; largest 25 shown)

REINHART PARTNERS, LLC.	−1,650,955
SCHRODER INVESTMENT MANAGEMENT GROUP	−887,692
Incline Global Management LLC	−439,688
Boston Partners	−390,028
CONGRESS ASSET MANAGEMENT CO	−125,326
VOLORIDGE INVESTMENT MANAGEMENT, LLC	−107,864
Hillsdale Investment Management Inc.	−94,000
VOYA INVESTMENT MANAGEMENT LLC	−88,081
RENAISSANCE TECHNOLOGIES LLC	−66,294
Balyasny Asset Management L.P.	−62,261
Coppell Advisory Solutions LLC	−55,729
CLARK ESTATES INC/NY	−48,800
Laurus Global Equity Management Inc.	−42,889
LAZARD ASSET MANAGEMENT LLC	−40,190
Universal- Beteiligungs- und Servicegesellschaft mbH	−38,930
Jackson Creek Investment Advisors LLC	−37,313
ENVESTNET ASSET MANAGEMENT INC	−27,271
Holocene Advisors, LP	−26,241
CenterBook Partners LP	−25,542
TEACHER RETIREMENT SYSTEM OF TEXAS	−21,355
SIT INVESTMENT ASSOCIATES INC	−20,940
CWM, LLC	−20,235
JANUS HENDERSON GROUP PLC	−19,708
PICTON MAHONEY ASSET MANAGEMENT	−18,754
Assenagon Asset Management S.A.	−18,312

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
AQR Capital Management Holdings, LLC	SCHEDULE 13G	2026-05-14	2026-03-31	2,530,650	6.13%
AQR Capital Management, LLC	SCHEDULE 13G	2026-05-14	2026-03-31	2,530,650	6.13%
Vanguard Capital Management	SCHEDULE 13G	2026-04-29	2026-03-31	2,077,817	5.03%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-28	2026-03-31	3,331,405	8.06%
BlackRock, Inc.	SCHEDULE 13G/A	2026-04-24	2026-03-31	6,487,393	15.7%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
Abigail P. Johnson	SCHEDULE 13G/A	2025-11-05	2025-09-30	1,791,471.35	4.1%
FMR LLC	SCHEDULE 13G/A	2025-11-05	2025-09-30	1,791,471.35	4.1%

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.