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 2026-07-30, as of 2026-07-27)
| Class | Listed | Shares outstanding | Held by 13F filers | % of class | Holders | CUSIP |
|---|---|---|---|---|---|---|
| Common stock | UVE · NYSE | 27,830,355 | 21,613,998 | 77.7% | 221 | 91359V107 |
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 (221 of 221 · 91359V107)
change vs 2026-03-31| # | Filer | Shares | % of class | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2,683,917 | 9.64% | $111.0M | +99,676 (+3.9%) |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1,294,058 | 4.65% | $53.5M | +3,006 (+0.2%) |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1,110,926 | 3.99% | $45.9M | -4,795 (-0.4%) |
| 4 | AMERICAN CENTURY COMPANIES INC | 1,108,045 | 3.98% | $45.8M | +108,115 (+10.8%) |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 940,840 | 3.38% | $38.9M | +178,853 (+23.5%) |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 888,725 | 3.19% | $36.8M | -2,421 (-0.3%) |
| 7 | DONALD SMITH & CO., INC. | 721,686 | 2.59% | $29.8M | -451,851 (-38.5%) |
| 8 | STATE STREET CORP | 642,440 | 2.31% | $26.6M | +37,055 (+6.1%) |
| 9 | TWO SIGMA INVESTMENTS, LP | 598,836 | 2.15% | $24.8M | -60,617 (-9.2%) |
| 10 | MORGAN STANLEY | 589,139 | 2.12% | $24.4M | -13,818 (-2.3%) |
| 11 | RENAISSANCERE HOLDINGS LTD | 583,771 | 2.10% | $24.1M | — |
| 12 | GOLDMAN SACHS GROUP INC | 552,379 | 1.98% | $22.8M | -101,818 (-15.6%) |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 512,180 | 1.84% | $21.2M | +2,329 (+0.5%) |
| 14 | Qube Research & Technologies Ltd | 372,046 | 1.34% | $15.4M | +151,467 (+68.7%) |
| 15 | JACOBS LEVY EQUITY MANAGEMENT, INC | 328,726 | 1.18% | $13.6M | -7,762 (-2.3%) |
| 16 | AQR CAPITAL MANAGEMENT LLC | 314,811 | 1.13% | $13.0M | +103,787 (+49.2%) |
| 17 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 299,604 | 1.08% | $12.4M | +6,891 (+2.4%) |
| 18 | LSV ASSET MANAGEMENT | 274,300 | 0.99% | $11.3M | -500 (-0.2%) |
| 19 | BNP PARIBAS FINANCIAL MARKETS | 274,228 | 0.99% | $11.3M | +17,136 (+6.7%) |
| 20 | NORTHERN TRUST CORP | 271,023 | 0.97% | $11.2M | +10,344 (+4.0%) |
| 21 | Connor, Clark & Lunn Investment Management Ltd. | 254,595 | 0.91% | $10.5M | +14,800 (+6.2%) |
| 22 | Nuveen, LLC | 253,066 | 0.91% | $10.5M | +6,258 (+2.5%) |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 250,009 | 0.90% | $10.3M | -9,911 (-3.8%) |
| 24 | Russell Investments Group, Ltd. | 234,306 | 0.84% | $9.7M | +26,821 (+12.9%) |
| 25 | Bank of New York Mellon Corp | 195,929 | 0.70% | $8.1M | -28,732 (-12.8%) |
| 26 | NORGES BANK | 185,300 | 0.67% | $7.7M | NEW |
| 27 | BANK OF AMERICA CORP /DE/ | 182,221 | 0.65% | $7.5M | +38,664 (+26.9%) |
| 28 | ACADIAN ASSET MANAGEMENT LLC | 179,827 | 0.65% | $7.4M | -4,118 (-2.2%) |
| 29 | MARSHALL WACE, LLP | 170,005 | 0.61% | $7.0M | +21,841 (+14.7%) |
| 30 | VANGUARD FIDUCIARY TRUST CO | 166,369 | 0.60% | $6.9M | +1,196 (+0.7%) |
| 31 | UBS Group AG | 150,952 | 0.54% | $6.2M | +20,357 (+15.6%) |
| 32 | Empowered Funds, LLC | 149,987 | 0.54% | $6.2M | +6,891 (+4.8%) |
| 33 | Trexquant Investment LP | 142,034 | 0.51% | $5.9M | +12,269 (+9.5%) |
| 34 | JPMORGAN CHASE & CO | 137,974 | 0.50% | $5.8M | -84,870 (-38.1%) |
| 35 | ArrowMark Colorado Holdings LLC | 135,000 | 0.49% | $5.6M | -23,000 (-14.6%) |
| 36 | RENAISSANCE TECHNOLOGIES LLC | 125,600 | 0.45% | $5.2M | -107,812 (-46.2%) |
| 37 | FRANKLIN RESOURCES INC | 122,819 | 0.44% | $5.1M | +1,827 (+1.5%) |
| 38 | LAZARD ASSET MANAGEMENT LLC | 118,191 | 0.42% | $4.9M | +1,995 (+1.7%) |
| 39 | Informed Momentum Co LLC | 111,414 | 0.40% | $4.6M | NEW |
| 40 | FEDERATED HERMES, INC. | 104,151 | 0.37% | $4.3M | +22,665 (+27.8%) |
| 41 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 103,800 | 0.37% | $4.3M | — |
| 42 | FMR LLC | 102,857 | 0.37% | $4.3M | +22,047 (+27.3%) |
| 43 | VICTORY CAPITAL MANAGEMENT INC | 99,546 | 0.36% | $4.1M | -320 (-0.3%) |
| 44 | FIRST TRUST ADVISORS LP | 96,136 | 0.35% | $4.0M | +7,575 (+8.6%) |
| 45 | Invesco Ltd. | 95,716 | 0.34% | $4.0M | -3,239 (-3.3%) |
| 46 | AMERIPRISE FINANCIAL INC | 93,890 | 0.34% | $3.9M | -335 (-0.4%) |
| 47 | Allianz Asset Management GmbH | 93,205 | 0.33% | $3.9M | +20,859 (+28.8%) |
| 48 | MILLENNIUM MANAGEMENT LLC | 87,786 | 0.32% | $3.6M | +55,805 (+174.5%) |
| 49 | MARTINGALE ASSET MANAGEMENT L P | 82,966 | 0.30% | $3.4M | +4,302 (+5.5%) |
| 50 | Sowell Financial Services LLC | 80,634 | 0.29% | $3.3M | +4,029 (+5.3%) |
| 51 | NFJ INVESTMENT GROUP, LLC | 79,054 | 0.28% | $3.3M | +171 (+0.2%) |
| 52 | HRT FINANCIAL LP | 78,734 | 0.28% | $3.3M | -2,773 (-3.4%) |
| 53 | Jupiter Topco LLC | 73,021 | 0.26% | $3.0M | NEW |
| 54 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 69,962 | 0.25% | $2.9M | +35,097 (+100.7%) |
| 55 | HIGHLAND CAPITAL MANAGEMENT, LLC | 68,569 | 0.25% | $2.8M | -7,500 (-9.9%) |
| 56 | Integrated Quantitative Investments LLC | 67,382 | 0.24% | $2.8M | — |
| 57 | SG Americas Securities, LLC | 66,156 | 0.24% | $2.7M | NEW |
| 58 | Point72 Asset Management, L.P. | 64,916 | 0.23% | $2.7M | +1,413 (+2.2%) |
| 59 | D. E. Shaw & Co., Inc. | 64,380 | 0.23% | $2.7M | +6,850 (+11.9%) |
| 60 | XTX Topco Ltd | 61,885 | 0.22% | $2.6M | +19,861 (+47.3%) |
| 61 | JANE STREET GROUP, LLC | 60,313 | 0.22% | $2.5M | -52,440 (-46.5%) |
| 62 | ROYAL BANK OF CANADA | 54,585 | 0.20% | $2.3M | +28,156 (+106.5%) |
| 63 | Universal- Beteiligungs- und Servicegesellschaft mbH | 53,880 | 0.19% | $2.2M | +501 (+0.9%) |
| 64 | PRUDENTIAL FINANCIAL INC | 51,506 | 0.19% | $2.1M | +13,440 (+35.3%) |
| 65 | Swiss National Bank | 50,600 | 0.18% | $2.1M | -2,500 (-4.7%) |
| 66 | TEACHER RETIREMENT SYSTEM OF TEXAS | 45,882 | 0.16% | $1.9M | -21,008 (-31.4%) |
| 67 | LPL Financial LLC | 43,927 | 0.16% | $1.8M | +11,088 (+33.8%) |
| 68 | TUDOR INVESTMENT CORP ET AL | 43,910 | 0.16% | $1.8M | -6,090 (-12.2%) |
| 69 | LOS ANGELES CAPITAL MANAGEMENT LLC | 43,164 | 0.16% | $1.8M | +1,918 (+4.7%) |
| 70 | Y-Intercept (Hong Kong) Ltd | 43,065 | 0.15% | $1.8M | +22,168 (+106.1%) |
| 71 | Thrivent Financial for Lutherans | 42,475 | 0.15% | $1.8M | NEW |
| 72 | COMMONWEALTH EQUITY SERVICES, LLC | 40,760 | 0.15% | $1.7M | +175 (+0.4%) |
| 73 | PRINCIPAL FINANCIAL GROUP INC | 40,641 | 0.15% | $1.7M | +2,498 (+6.5%) |
| 74 | Janney Montgomery Scott LLC | 39,461 | 0.14% | $1.6M | +5,841 (+17.4%) |
| 75 | Unison Advisors LLC | 39,047 | 0.14% | $1.6M | +153 (+0.4%) |
| 76 | BARCLAYS PLC | 38,989 | 0.14% | $1.6M | -1,274 (-3.2%) |
| 77 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 37,708 | 0.14% | $1.6M | -2,063 (-5.2%) |
| 78 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 36,800 | 0.13% | $1.5M | — |
| 79 | PANAGORA ASSET MANAGEMENT INC | 36,691 | 0.13% | $1.5M | NEW |
| 80 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 34,294 | 0.12% | $1.4M | +2,623 (+8.3%) |
| 81 | GSA CAPITAL PARTNERS LLP | 34,154 | 0.12% | $1.4M | +23,980 (+235.7%) |
| 82 | Campbell & CO Investment Adviser LLC | 33,596 | 0.12% | $1.4M | -12,330 (-26.8%) |
| 83 | Squarepoint Ops LLC | 33,399 | 0.12% | $1.4M | NEW |
| 84 | RHUMBLINE ADVISERS | 32,625 | 0.12% | $1.3M | +81 (+0.2%) |
| 85 | PICTON MAHONEY ASSET MANAGEMENT | 31,705 | 0.11% | $1.3M | NEW |
| 86 | Mitsubishi UFJ Trust & Banking Corp | 30,320 | 0.11% | $1.3M | NEW |
| 87 | SEGALL BRYANT & HAMILL, LLC | 29,700 | 0.11% | $1.2M | NEW |
| 88 | Creative Planning | 29,325 | 0.11% | $1.2M | +1,714 (+6.2%) |
| 89 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 28,484 | 0.10% | $1.2M | +3,766 (+15.2%) |
| 90 | CITADEL ADVISORS LLC | 27,593 | 0.10% | $1.1M | -37,192 (-57.4%) |
| 91 | Vanguard Global Advisers, LLC | 26,957 | 0.10% | $1.1M | — |
| 92 | VOYA INVESTMENT MANAGEMENT LLC | 26,536 | 0.10% | $1.1M | -2,774 (-9.5%) |
| 93 | DEUTSCHE BANK AG\ | 26,536 | 0.10% | $1.1M | -15,339 (-36.6%) |
| 94 | Tidal Investments LLC | 26,243 | 0.09% | $1.1M | -119 (-0.5%) |
| 95 | Quantinno Capital Management LP | 25,501 | 0.09% | $1.1M | +3,785 (+17.4%) |
| 96 | ALLIANCEBERNSTEIN L.P. | 25,003 | 0.09% | $854K | — |
| 97 | STATE OF WISCONSIN INVESTMENT BOARD | 24,654 | 0.09% | $1.0M | -20,979 (-46.0%) |
| 98 | Rockwood Wealth Management, LLC | 23,869 | 0.09% | $987K | — |
| 99 | ExodusPoint Capital Management, LP | 23,415 | 0.08% | $968K | NEW |
| 100 | A&I FINANCIAL SERVICES, LLC | 23,372 | 0.08% | $967K | -688 (-2.9%) |
| 101 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 23,042 | 0.08% | $953K | -467 (-2.0%) |
| 102 | Legato Capital Management LLC | 23,014 | 0.08% | $952K | — |
| 103 | WELLS FARGO & COMPANY/MN | 22,934 | 0.08% | $949K | +11,765 (+105.3%) |
| 104 | PRICE T ROWE ASSOCIATES INC /MD/ | 20,873 | 0.08% | $864K | +2,577 (+14.1%) |
| 105 | Verdad Advisers, LP | 20,558 | 0.07% | $850K | NEW |
| 106 | STRS OHIO | 20,100 | 0.07% | $831K | +500 (+2.6%) |
| 107 | Legal & General Group Plc | 19,776 | 0.07% | $818K | +165 (+0.8%) |
| 108 | Quadrature Capital Ltd | 19,738 | 0.07% | $816K | -2,854 (-12.6%) |
| 109 | Brevan Howard Capital Management LP | 19,576 | 0.07% | $810K | +3,672 (+23.1%) |
| 110 | CANADA PENSION PLAN INVESTMENT BOARD | 19,300 | 0.07% | $798K | — |
| 111 | VANGUARD ASSET MANAGEMENT, Ltd | 19,065 | 0.07% | $789K | — |
| 112 | DENALI ADVISORS LLC | 17,908 | 0.06% | $741K | NEW |
| 113 | VIRGINIA RETIREMENT SYSTEMS ET Al | 17,350 | 0.06% | $718K | +5,000 (+40.5%) |
| 114 | Quantbot Technologies LP | 16,383 | 0.06% | $678K | NEW |
| 115 | CITIGROUP INC | 16,370 | 0.06% | $677K | -886 (-5.1%) |
| 116 | VARCOV Co. | 16,163 | 0.06% | $669K | NEW |
| 117 | Centric Wealth Management | 15,912 | 0.06% | $663K | +7,956 (+100.0%) |
| 118 | MetLife Investment Management, LLC | 15,407 | 0.06% | $637K | -35 (-0.2%) |
| 119 | Graham Capital Management, L.P. | 15,193 | 0.05% | $628K | +1,273 (+9.1%) |
| 120 | HSBC HOLDINGS PLC | 14,872 | 0.05% | $614K | -3,366 (-18.5%) |
| 121 | ALPS ADVISORS INC | 14,617 | 0.05% | $605K | -31,715 (-68.5%) |
| 122 | NEW YORK STATE COMMON RETIREMENT FUND | 14,105 | 0.05% | $583K | +7,000 (+98.5%) |
| 123 | LEAVELL INVESTMENT MANAGEMENT, INC. | 13,712 | 0.05% | $567K | -100 (-0.7%) |
| 124 | EP Wealth Advisors, LLC | 13,482 | 0.05% | $558K | -1,249 (-8.5%) |
| 125 | RAYMOND JAMES FINANCIAL INC | 13,316 | 0.05% | $551K | +2,487 (+23.0%) |
| 126 | BAILARD, INC. | 13,309 | 0.05% | $550K | +2,100 (+18.7%) |
| 127 | Mariner, LLC | 13,096 | 0.05% | $542K | +5,449 (+71.3%) |
| 128 | IEQ CAPITAL, LLC | 13,056 | 0.05% | $540K | +2,150 (+19.7%) |
| 129 | Mirae Asset Global Investments Co., Ltd. | 12,097 | 0.04% | $500K | -3,747 (-23.6%) |
| 130 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 11,650 | 0.04% | $482K | -258 (-2.2%) |
| 131 | ENVESTNET ASSET MANAGEMENT INC | 11,346 | 0.04% | $469K | -129 (-1.1%) |
| 132 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 10,981 | 0.04% | $454K | +3,707 (+51.0%) |
| 133 | Cetera Investment Advisers | 10,394 | 0.04% | $430K | -6,052 (-36.8%) |
| 134 | Occidental Asset Management, LLC | 10,318 | 0.04% | $427K | -1,475 (-12.5%) |
| 135 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,266 | 0.04% | $425K | +441 (+4.5%) |
| 136 | MARCO INVESTMENT MANAGEMENT LLC | 10,000 | 0.04% | $414K | — |
| 137 | Sterling Capital Management LLC | 9,444 | 0.03% | $391K | -179 (-1.9%) |
| 138 | Allspring Global Investments Holdings, LLC | 9,123 | 0.03% | $385K | NEW |
| 139 | Dynamic Technology Lab Private Ltd | 8,991 | 0.03% | $372K | NEW |
| 140 | SEI INVESTMENTS CO | 8,877 | 0.03% | $367K | -4,437 (-33.3%) |
| 141 | FIFTH THIRD BANCORP | 8,756 | 0.03% | $362K | -16 (-0.2%) |
| 142 | Zurcher Kantonalbank (Zurich Cantonalbank) | 8,332 | 0.03% | $345K | — |
| 143 | Clark Asset Management, LLC | 8,150 | 0.03% | $337K | — |
| 144 | State of Wyoming | 8,092 | 0.03% | $335K | -5,337 (-39.7%) |
| 145 | Cornerstone Investment Partners, LLC | 7,632 | 0.03% | $316K | -363 (-4.5%) |
| 146 | CreativeOne Wealth, LLC | 7,344 | 0.03% | $304K | +609 (+9.0%) |
| 147 | CWA Asset Management Group, LLC | 7,274 | 0.03% | $301K | -1,518 (-17.3%) |
| 148 | MERCER GLOBAL ADVISORS INC /ADV | 7,240 | 0.03% | $299K | NEW |
| 149 | Aquatic Capital Management LLC | 7,217 | 0.03% | $298K | -2,978 (-29.2%) |
| 150 | EXCHANGE TRADED CONCEPTS, LLC | 7,166 | 0.03% | $296K | +144 (+2.1%) |
| 151 | INTECH INVESTMENT MANAGEMENT LLC | 7,094 | 0.03% | $293K | -2,634 (-27.1%) |
| 152 | Police & Firemen's Retirement System of New Jersey | 7,020 | 0.03% | $290K | — |
| 153 | ARIZONA STATE RETIREMENT SYSTEM | 6,955 | 0.02% | $288K | -382 (-5.2%) |
| 154 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6,615 | 0.02% | $274K | -258 (-3.8%) |
| 155 | Susquehanna Portfolio Strategies, LLC | 6,516 | 0.02% | $270K | -11,812 (-64.4%) |
| 156 | Vanguard Investments Australia, Ltd. | 6,457 | 0.02% | $267K | — |
| 157 | Swiss Life Asset Management Ltd | 6,341 | 0.02% | $262K | -116 (-1.8%) |
| 158 | Vise Technologies, Inc. | 6,310 | 0.02% | $261K | NEW |
| 159 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6,117 | 0.02% | $253K | NEW |
| 160 | BANK OF MONTREAL /CAN/ | 6,102 | 0.02% | $252K | — |
| 161 | KLP KAPITALFORVALTNING AS | 5,700 | 0.02% | $236K | — |
| 162 | IFP Advisors, Inc | 5,618 | 0.02% | $232K | +1,292 (+29.9%) |
| 163 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,398 | 0.02% | $228K | NEW |
| 164 | SIMPLEX TRADING, LLC | 4,993 | 0.02% | $207K | +3,419 (+217.2%) |
| 165 | Stratos Wealth Advisors, LLC | 4,851 | 0.02% | $201K | NEW |
| 166 | NISA INVESTMENT ADVISORS, LLC | 4,696 | 0.02% | $194K | +4,626 (+6608.6%) |
| 167 | MACQUARIE GROUP LTD | 3,249 | 0.01% | $134K | NEW |
| 168 | CANADA LIFE ASSURANCE Co | 3,147 | 0.01% | $130K | — |
| 169 | Ensign Peak Advisors, Inc | 3,016 | 0.01% | $125K | -2,250 (-42.7%) |
| 170 | Arax Advisory Partners | 2,563 | 0.01% | $106K | +2,391 (+1390.1%) |
| 171 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 2,299 | 0.01% | $95K | — |
| 172 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 2,200 | 0.01% | $91K | — |
| 173 | Ameritas Investment Partners, Inc. | 2,125 | 0.01% | $88K | — |
| 174 | OSAIC HOLDINGS, INC. | 1,450 | 0.01% | $60K | -1,710 (-54.1%) |
| 175 | State of Alaska, Department of Revenue | 1,246 | 0.00% | $51K | — |
| 176 | GAMMA Investing LLC | 1,166 | 0.00% | $48K | -4 (-0.3%) |
| 177 | Tower Research Capital LLC (TRC) | 1,130 | 0.00% | $47K | -1,711 (-60.2%) |
| 178 | Amova Asset Management Americas, Inc. | 850 | 0.00% | $35K | NEW |
| 179 | Caitong International Asset Management Co., Ltd | 670 | 0.00% | $28K | +538 (+407.6%) |
| 180 | Versant Capital Management, Inc | 596 | 0.00% | $25K | — |
| 181 | Federation des caisses Desjardins du Quebec | 560 | 0.00% | $23K | — |
| 182 | Allworth Financial LP | 498 | 0.00% | $21K | +218 (+77.9%) |
| 183 | Ancora Advisors LLC | 441 | 0.00% | $18K | — |
| 184 | Larson Financial Group LLC | 371 | 0.00% | $15K | +54 (+17.0%) |
| 185 | Covestor Ltd | 354 | 0.00% | $15K | +49 (+16.1%) |
| 186 | Rockefeller Capital Management L.P. | 350 | 0.00% | $14K | — |
| 187 | SIGNATUREFD, LLC | 326 | 0.00% | $13K | +282 (+640.9%) |
| 188 | ASSETMARK, INC | 270 | 0.00% | $11K | — |
| 189 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 245 | 0.00% | $10K | NEW |
| 190 | MEEDER ASSET MANAGEMENT INC | 235 | 0.00% | $10K | NEW |
| 191 | EverSource Wealth Advisors, LLC | 215 | 0.00% | $9K | -77 (-26.4%) |
| 192 | Quarry LP | 189 | 0.00% | $8K | +180 (+2000.0%) |
| 193 | City State Bank | 171 | 0.00% | $7K | NEW |
| 194 | Essential Partners LLC | 166 | 0.00% | $7K | -4 (-2.4%) |
| 195 | JONES FINANCIAL COMPANIES LLLP | 159 | 0.00% | $7K | — |
| 196 | Parallel Advisors, LLC | 144 | 0.00% | $6K | -2,577 (-94.7%) |
| 197 | HARBOUR INVESTMENTS, INC. | 135 | 0.00% | $6K | — |
| 198 | CREATIVE FINANCIAL DESIGNS INC /ADV | 130 | 0.00% | $5K | — |
| 199 | Clearstead Advisors, LLC | 120 | 0.00% | $5K | +20 (+20.0%) |
| 200 | ROTHSCHILD INVESTMENT LLC | 117 | 0.00% | $5K | +21 (+21.9%) |
| 201 | VISION FINANCIAL MARKETS LLC | 104 | 0.00% | $4K | — |
| 202 | Geneos Wealth Management Inc. | 98 | 0.00% | $4K | — |
| 203 | Smartleaf Asset Management LLC | 84 | 0.00% | $4K | — |
| 204 | SJS Investment Consulting Inc. | 55 | 0.00% | $2K | NEW |
| 205 | Fortitude Family Office, LLC | 48 | 0.00% | $2K | +28 (+140.0%) |
| 206 | Basecamp Wealth Advisors LLC | 42 | 0.00% | $2K | — |
| 207 | PNC Financial Services Group, Inc. | 34 | 0.00% | $1K | — |
| 208 | Torren Management, LLC | 30 | 0.00% | $1K | — |
| 209 | Bogart Wealth, LLC | 30 | 0.00% | $1K | NEW |
| 210 | Physician Wealth Advisors, Inc. | 30 | 0.00% | $1K | — |
| 211 | Farther Finance Advisors, LLC | 23 | 0.00% | $951 | -476 (-95.4%) |
| 212 | Valued Wealth Advisors LLC | 21 | 0.00% | $869 | NEW |
| 213 | US BANCORP \DE\ | 20 | 0.00% | $827 | -174 (-89.7%) |
| 214 | Silver Grove Financial Group, Inc. | 19 | 0.00% | $786 | NEW |
| 215 | FARMERS & MERCHANTS INVESTMENTS INC | 18 | 0.00% | $744 | — |
| 216 | CoreCap Advisors, LLC | 15 | 0.00% | $620 | NEW |
| 217 | Hughes Financial Services, LLC | 6 | 0.00% | $248 | +1 (+20.0%) |
| 218 | Stone House Investment Management, LLC | 4 | 0.00% | $165 | — |
| 219 | SBI Securities Co., Ltd. | 3 | 0.00% | $124 | — |
| 220 | HUNTINGTON NATIONAL BANK | 1 | 0.00% | $41 | — |
| 221 | Keating Financial Advisory Services, Inc. | 1 | 0.00% | $41 | NEW |
Exited since 2026-03-31 (28 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 | 2026-03-27 | 2026-03-13 | 0 | 0% |
| DONALD SMITH & CO., INC. | SCHEDULE 13G | 2026-02-11 | 2025-12-31 | 1,149,374 | 4.1% |
| DSCO Value Fund, L.P. | SCHEDULE 13G | 2026-02-11 | 2025-12-31 | 1,149,374 | 4.1% |
| Sean P. Downes | SCHEDULE 13D/A | 2025-07-30 | 2025-07-28 | 1,888,710 | 6.6% |
| Dimensional Fund Advisors LP | SCHEDULE 13G/A | 2025-07-15 | 2025-06-30 | 1,335,207 | 4.7% |
| Stephen J. Donaghy | SCHEDULE 13D | 2025-04-07 | 2024-02-28 | 1,501,022 | 5.19% |
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.