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.

CBL & ASSOCIATES PROPERTIES INC

CIK 0000910612CBL· quarter ending 2026-06-30

Shares outstanding

30,942,757

as of 2026-08-03 · 10-Q cover page, filed 2026-08-07

Held by 13F filers

24,699,163

79.8% of shares outstanding

Holders

227

+31 vs 2026-03-31 · 53 new, 22 exited

Value

$1.3B

shares +3.4% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-07, as of 2026-08-03)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	CBL · NYSE	30,942,757	24,699,163	79.8%	227	124830878

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
	124830878	COMMON STOCK	227	24,699,163	30,942,757	79.8%	$1.3B	0 call / 1 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. 3 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (227 of 227 · 124830878)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	CANYON CAPITAL ADVISORS LLC	7,416,294	23.97%	$393.7M	-1,050,000 (-12.4%)
2	BlackRock, Inc.	2,050,037	6.63%	$108.8M	+262,415 (+14.7%)
3	VANGUARD PORTFOLIO MANAGEMENT LLC	890,529	2.88%	$47.3M	+99,077 (+12.5%)
4	VANGUARD CAPITAL MANAGEMENT LLC	787,562	2.55%	$41.8M	+113,229 (+16.8%)
5	STATE STREET CORP	654,178	2.11%	$34.7M	+13,924 (+2.2%)
6	Taconic Capital Advisors LP	598,332	1.93%	$31.8M	-10,000 (-1.6%)
7	GEODE CAPITAL MANAGEMENT, LLC	570,758	1.84%	$30.3M	+77,333 (+15.7%)
8	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	453,581	1.47%	$24.1M	+111,352 (+32.5%)
9	LSV ASSET MANAGEMENT	452,163	1.46%	$24.0M	+375,863 (+492.6%)
10	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	421,998	1.36%	$22.4M	+16,166 (+4.0%)
11	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	412,531	1.33%	$21.9M	-1,589 (-0.4%)
12	PRUDENTIAL FINANCIAL INC	387,577	1.25%	$20.6M	+272,422 (+236.6%)
13	AQR CAPITAL MANAGEMENT LLC	365,726	1.18%	$19.4M	+41,063 (+12.6%)
14	FIRST MANHATTAN CO. LLC.	354,379	1.15%	$18.8M	-12,000 (-3.3%)
15	JPMORGAN CHASE & CO	341,247	1.10%	$18.2M	+183,569 (+116.4%)
16	Arbiter Partners Capital Management LLC	327,732	1.06%	$17.4M	+218,488 (+200.0%)
17	RENAISSANCE TECHNOLOGIES LLC	313,827	1.01%	$16.7M	-5,367 (-1.7%)
18	MARSHALL WACE, LLP	305,205	0.99%	$16.2M	NEW
19	Nuveen, LLC	252,372	0.82%	$13.4M	+192,370 (+320.6%)
20	Allianz Asset Management GmbH	252,134	0.81%	$13.4M	-7,447 (-2.9%)
21	MACKENZIE FINANCIAL CORP	251,699	0.81%	$13.4M	NEW
22	FIRST TRUST ADVISORS LP	247,024	0.80%	$13.1M	NEW
23	CITADEL ADVISORS LLC	213,034	0.69%	$11.3M	+190,843 (+860.0%)
24	DIMENSIONAL FUND ADVISORS LP	212,972	0.69%	$11.3M	+7,475 (+3.6%)
25	TUDOR INVESTMENT CORP ET AL	207,106	0.67%	$11.0M	+109,587 (+112.4%)
26	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	199,088	0.64%	$10.6M	+61,076 (+44.3%)
27	Bank of New York Mellon Corp	188,390	0.61%	$10.0M	+1,592 (+0.9%)
28	BNP PARIBAS FINANCIAL MARKETS	187,097	0.60%	$9.9M	+64,587 (+52.7%)
29	GOLDMAN SACHS GROUP INC	181,261	0.59%	$9.6M	+17,374 (+10.6%)
30	MORGAN STANLEY	180,596	0.58%	$9.6M	+50,697 (+39.0%)
31	NORTHERN TRUST CORP	174,936	0.57%	$9.3M	-6,468 (-3.6%)
32	Alpha Wave Global, LP	159,976	0.52%	$8.5M	+13,469 (+9.2%)
33	Beverly Hills Private Wealth, LLC	152,124	0.49%	$8.1M	-75,096 (-33.0%)
34	Pacer Advisors, Inc.	133,748	0.43%	$7.1M	NEW
35	Thrivent Financial for Lutherans	132,578	0.43%	$7.0M	+2,273 (+1.7%)
36	TWO SIGMA INVESTMENTS, LP	128,316	0.41%	$6.8M	+83,765 (+188.0%)
37	REDWOOD CAPITAL MANAGEMENT, LLC	117,613	0.38%	$6.2M	—
38	VANGUARD FIDUCIARY TRUST CO	117,164	0.38%	$6.2M	+13,047 (+12.5%)
39	Qube Research & Technologies Ltd	113,608	0.37%	$6.0M	+43,487 (+62.0%)
40	PANAGORA ASSET MANAGEMENT INC	108,008	0.35%	$5.7M	+47,700 (+79.1%)
41	Connor, Clark & Lunn Investment Management Ltd.	106,990	0.35%	$5.7M	-7,120 (-6.2%)
42	D. E. Shaw & Co., Inc.	106,386	0.34%	$5.6M	+29,121 (+37.7%)
43	AMERIPRISE FINANCIAL INC	103,582	0.33%	$5.5M	+46,986 (+83.0%)
44	Universal- Beteiligungs- und Servicegesellschaft mbH	98,794	0.32%	$5.2M	+83,169 (+532.3%)
45	HRT FINANCIAL LP	97,592	0.32%	$5.2M	-17,380 (-15.1%)
46	SG Americas Securities, LLC	97,385	0.31%	$5.2M	+38,479 (+65.3%)
47	BANK OF AMERICA CORP /DE/	94,767	0.31%	$5.0M	-19,288 (-16.9%)
48	Caption Management, LLC	86,945	0.28%	$4.6M	-100,249 (-53.6%)
49	Beacon Pointe Advisors, LLC	86,804	0.28%	$4.6M	-45 (-0.1%)
50	WELLS FARGO & COMPANY/MN	82,862	0.27%	$4.4M	+14,125 (+20.5%)
51	Man Group plc	81,938	0.26%	$4.4M	+23,151 (+39.4%)
52	ALLIANCEBERNSTEIN L.P.	80,749	0.26%	$3.1M	+54,509 (+207.7%)
53	MILLENNIUM MANAGEMENT LLC	78,971	0.26%	$4.2M	+55,471 (+236.0%)
54	HSBC HOLDINGS PLC	77,123	0.25%	$4.1M	+20,509 (+36.2%)
55	Point72 Asset Management, L.P.	76,965	0.25%	$4.1M	+10,181 (+15.2%)
56	WELLINGTON MANAGEMENT GROUP LLP	76,682	0.25%	$4.1M	NEW
57	UBS Group AG	71,100	0.23%	$3.8M	-14,701 (-17.1%)
58	LAZARD ASSET MANAGEMENT LLC	70,484	0.23%	$3.7M	+12,751 (+22.1%)
59	MARTINGALE ASSET MANAGEMENT L P	68,681	0.22%	$3.6M	+3,300 (+5.0%)
60	Emmett Investment Management, LP	66,086	0.21%	$3.7M	-59,754 (-47.5%)
61	Russell Investments Group, Ltd.	60,314	0.19%	$3.2M	+4,959 (+9.0%)
62	BRIDGEWAY CAPITAL MANAGEMENT, LLC	57,072	0.18%	$3.0M	-12,000 (-17.4%)
63	RITHOLTZ WEALTH MANAGEMENT	53,497	0.17%	$2.8M	+15,598 (+41.2%)
64	CITIGROUP INC	53,137	0.17%	$2.8M	+29,271 (+122.6%)
65	BARCLAYS PLC	49,976	0.16%	$2.7M	+16,944 (+51.3%)
66	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	48,510	0.16%	$2.6M	-576 (-1.2%)
67	Invesco Ltd.	48,122	0.16%	$2.6M	+5,228 (+12.2%)
68	FMR LLC	42,010	0.14%	$2.2M	+14,180 (+51.0%)
69	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	41,785	0.14%	$2.2M	+22,266 (+114.1%)
70	AM INVESTMENT STRATEGIES LLC	38,711	0.13%	$2.1M	—
71	Janney Montgomery Scott LLC	37,766	0.12%	$2.0M	+4,246 (+12.7%)
72	FRANKLIN RESOURCES INC	36,338	0.12%	$1.9M	+36 (+0.1%)
73	Y-Intercept (Hong Kong) Ltd	35,979	0.12%	$1.9M	+23,055 (+178.4%)
74	RHUMBLINE ADVISERS	35,902	0.12%	$1.9M	+174 (+0.5%)
75	IEQ CAPITAL, LLC	33,193	0.11%	$1.8M	-3,011 (-8.3%)
76	STATE OF WISCONSIN INVESTMENT BOARD	32,994	0.11%	$1.8M	-4,837 (-12.8%)
77	OPPENHEIMER & CO INC	32,858	0.11%	$1.7M	-1,450 (-4.2%)
78	PRINCIPAL FINANCIAL GROUP INC	31,216	0.10%	$1.7M	+2,644 (+9.3%)
79	Swiss National Bank	31,100	0.10%	$1.7M	+600 (+2.0%)
80	TEACHER RETIREMENT SYSTEM OF TEXAS	30,578	0.10%	$1.6M	-28,330 (-48.1%)
81	ExodusPoint Capital Management, LP	29,923	0.10%	$1.6M	NEW
82	NORGES BANK	29,000	0.09%	$1.5M	NEW
83	SUSQUEHANNA INTERNATIONAL GROUP, LLP	27,735	0.09%	$1.5M	+11,716 (+73.1%)
84	GLOBEFLEX CAPITAL L P	26,886	0.09%	$1.4M	NEW
85	CORSAIR CAPITAL MANAGEMENT, L.P.	26,858	0.09%	$1.4M	-325 (-1.2%)
86	NOMURA ASSET MANAGEMENT CO LTD	26,620	0.09%	$1.4M	+2,720 (+11.4%)
87	MEEDER ASSET MANAGEMENT INC	26,591	0.09%	$1.4M	+5,219 (+24.4%)
88	Quantinno Capital Management LP	26,203	0.08%	$1.4M	+7,097 (+37.1%)
89	Robeco Institutional Asset Management B.V.	25,755	0.08%	$1.4M	NEW
90	Susquehanna Portfolio Strategies, LLC	24,809	0.08%	$1.3M	+6,005 (+31.9%)
91	Allspring Global Investments Holdings, LLC	23,925	0.08%	$1.3M	NEW
92	VIRGINIA RETIREMENT SYSTEMS ET Al	23,600	0.08%	$1.3M	-2,500 (-9.6%)
93	JANE STREET GROUP, LLC	22,389	0.07%	$1.2M	-28,106 (-55.7%)
94	Quantbot Technologies LP	22,076	0.07%	$1.2M	+4,873 (+28.3%)
95	Asset Management One Co., Ltd.	21,902	0.07%	$1.2M	-6 (-0.0%)
96	BAILARD, INC.	20,900	0.07%	$1.1M	-1,400 (-6.3%)
97	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	20,884	0.07%	$1.1M	+44 (+0.2%)
98	Legal & General Group Plc	20,585	0.07%	$1.1M	+8,762 (+74.1%)
99	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	20,200	0.07%	$1.1M	NEW
100	VOYA INVESTMENT MANAGEMENT LLC	20,143	0.07%	$1.1M	+633 (+3.2%)
101	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	19,312	0.06%	$1.0M	+4,090 (+26.9%)
102	Mariner, LLC	19,278	0.06%	$1.0M	+1,217 (+6.7%)
103	DEUTSCHE BANK AG\	18,611	0.06%	$988K	+3,271 (+21.3%)
104	OP Asset Management Ltd	18,237	0.06%	$968K	—
105	Sumitomo Mitsui Trust Group, Inc.	17,837	0.06%	$947K	+2,088 (+13.3%)
106	VICTORY CAPITAL MANAGEMENT INC	17,481	0.06%	$928K	NEW
107	ENVESTNET ASSET MANAGEMENT INC	16,756	0.05%	$890K	NEW
108	Cambria Investment Management, L.P.	16,311	0.05%	$866K	NEW
109	Sanctuary Advisors, LLC	15,839	0.05%	$841K	NEW
110	PRICE T ROWE ASSOCIATES INC /MD/	15,568	0.05%	$827K	+1,496 (+10.6%)
111	Avise Financial Cooperative, Inc.	15,514	0.05%	$824K	-5,035 (-24.5%)
112	COMMONWEALTH EQUITY SERVICES, LLC	13,998	0.05%	$743K	+6,359 (+83.2%)
113	Mitsubishi UFJ Asset Management Co., Ltd.	13,607	0.04%	$722K	-299 (-2.2%)
114	State of Alaska, Department of Revenue	12,791	0.04%	$677K	+190 (+1.5%)
115	Creative Planning	12,376	0.04%	$657K	+990 (+8.7%)
116	MERCER GLOBAL ADVISORS INC /ADV	12,270	0.04%	$651K	+2,206 (+21.9%)
117	Ethic Inc.	12,065	0.04%	$641K	+2,808 (+30.3%)
118	EntryPoint Capital, LLC	11,734	0.04%	$623K	NEW
119	MetLife Investment Management, LLC	11,594	0.04%	$616K	+1,423 (+14.0%)
120	NORDEA INVESTMENT MANAGEMENT AB	11,478	0.04%	$606K	NEW
121	XTX Topco Ltd	11,371	0.04%	$604K	+3,080 (+37.1%)
122	GeoWealth Management, LLC	11,283	0.04%	$599K	NEW
123	VANGUARD ASSET MANAGEMENT, Ltd	11,016	0.04%	$585K	—
124	Groupe la Francaise	10,803	0.03%	$574K	NEW
125	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	10,741	0.03%	$563K	+2,083 (+24.1%)
126	SEI INVESTMENTS CO	10,419	0.03%	$553K	NEW
127	MANUFACTURERS LIFE INSURANCE COMPANY, THE	10,281	0.03%	$546K	-321 (-3.0%)
128	UNITED CAPITAL FINANCIAL ADVISORS, LLC	10,155	0.03%	$539K	NEW
129	Vestcor Inc	9,047	0.03%	$480K	—
130	AMERICAN CENTURY COMPANIES INC	8,834	0.03%	$469K	—
131	Cerity Partners LLC	8,617	0.03%	$457K	+1,234 (+16.7%)
132	State of Wyoming	7,990	0.03%	$424K	-3,272 (-29.1%)
133	GUGGENHEIM CAPITAL LLC	7,948	0.03%	$422K	-54 (-0.7%)
134	Farther Finance Advisors, LLC	7,783	0.03%	$413K	+7,490 (+2556.3%)
135	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	7,680	0.02%	$408K	—
136	LOS ANGELES CAPITAL MANAGEMENT LLC	7,651	0.02%	$406K	+4,180 (+120.4%)
137	GREAT LAKES ADVISORS, LLC	7,504	0.02%	$398K	NEW
138	COMPASS FINANCIAL MANAGEMENT LLC	7,485	0.02%	$423K	NEW
139	NEW YORK STATE COMMON RETIREMENT FUND	7,420	0.02%	$394K	+1,193 (+19.2%)
140	Freestone Grove Partners LP	7,210	0.02%	$383K	NEW
141	Resona Asset Management Co.,Ltd.	6,947	0.02%	$370K	—
142	Zurcher Kantonalbank (Zurich Cantonalbank)	6,912	0.02%	$367K	+3,403 (+97.0%)
143	DIVERSIFIED TRUST CO	6,608	0.02%	$351K	NEW
144	Jupiter Topco LLC	6,503	0.02%	$346K	NEW
145	Daiwa Securities Group Inc.	6,104	0.02%	$324K	-32 (-0.5%)
146	ALGERT GLOBAL LLC	6,010	0.02%	$319K	NEW
147	Vanguard Global Advisers, LLC	5,700	0.02%	$303K	—
148	Police & Firemen's Retirement System of New Jersey	5,683	0.02%	$302K	+879 (+18.3%)
149	CANADA PENSION PLAN INVESTMENT BOARD	5,500	0.02%	$292K	NEW
150	NEUBERGER BERMAN GROUP LLC	5,438	0.02%	$289K	NEW
151	Corient Private Wealth LP	5,257	0.02%	$279K	NEW
152	LPL Financial LLC	5,226	0.02%	$277K	NEW
153	Magnetar Financial LLC	5,094	0.02%	$270K	NEW
154	RHS Financial, LLC	4,971	0.02%	$264K	NEW
155	OneAscent Financial Services LLC	4,952	0.02%	$263K	NEW
156	MANGROVE PARTNERS IM, LLC	4,898	0.02%	$260K	NEW
157	Brevan Howard Capital Management LP	4,884	0.02%	$259K	NEW
158	Arax Advisory Partners	4,637	0.01%	$246K	+4,500 (+3284.7%)
159	CAPTRUST FINANCIAL ADVISORS	4,608	0.01%	$245K	NEW
160	Swiss Life Asset Management Ltd	4,410	0.01%	$234K	NEW
161	Metis Global Partners, LLC	4,322	0.01%	$229K	NEW
162	Vanguard Investments Australia, Ltd.	4,276	0.01%	$227K	—
163	ARIZONA STATE RETIREMENT SYSTEM	4,274	0.01%	$227K	NEW
164	Mitsubishi UFJ Trust & Banking Corp	4,131	0.01%	$219K	NEW
165	QUADRANT CAPITAL GROUP LLC	4,123	0.01%	$219K	-12 (-0.3%)
166	INTECH INVESTMENT MANAGEMENT LLC	3,921	0.01%	$208K	-1,332 (-25.4%)
167	STRS OHIO	3,700	0.01%	$196K	+300 (+8.8%)
168	NISA INVESTMENT ADVISORS, LLC	3,639	0.01%	$193K	+1,255 (+52.6%)
169	ROYAL BANK OF CANADA	3,572	0.01%	$190K	-1,031 (-22.4%)
170	Hillsdale Investment Management Inc.	3,430	0.01%	$182K	—
171	KLP KAPITALFORVALTNING AS	3,300	0.01%	$175K	—
172	OSAIC HOLDINGS, INC.	2,317	0.01%	$123K	+817 (+54.5%)
173	Ameritas Investment Partners, Inc.	1,698	0.01%	$90K	+172 (+11.3%)
174	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	1,686	0.01%	$90K	NEW
175	Tower Research Capital LLC (TRC)	1,090	0.00%	$58K	-280 (-20.4%)
176	Allworth Financial LP	879	0.00%	$47K	+235 (+36.5%)
177	LOOMIS SAYLES & CO L P	861	0.00%	$46K	—
178	Geneos Wealth Management Inc.	835	0.00%	$44K	—
179	EverSource Wealth Advisors, LLC	755	0.00%	$40K	+92 (+13.9%)
180	FEDERATED HERMES, INC.	717	0.00%	$38K	+146 (+25.6%)
181	Strategic Advocates LLC	716	0.00%	$38K	—
182	IAT REINSURANCE CO LTD.	658	0.00%	$35K	—
183	Versant Capital Management, Inc	526	0.00%	$28K	—
184	Caitong International Asset Management Co., Ltd	450	0.00%	$24K	-1,465 (-76.5%)
185	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	440	0.00%	$23K	-274 (-38.4%)
186	Triumph Capital Management	400	0.00%	$21K	—
187	US BANCORP \DE\	346	0.00%	$18K	—
188	HARBOUR INVESTMENTS, INC.	340	0.00%	$18K	+262 (+335.9%)
189	CoreCap Advisors, LLC	331	0.00%	$18K	—
190	Johnson Financial Group, Inc.	308	0.00%	$16K	NEW
191	Essential Partners LLC	302	0.00%	$16K	-315 (-51.1%)
192	GAMMA Investing LLC	232	0.00%	$12K	+9 (+4.0%)
193	GF FUND MANAGEMENT CO. LTD.	210	0.00%	$11K	-31 (-12.9%)
194	ROTHSCHILD INVESTMENT LLC	205	0.00%	$11K	+4 (+2.0%)
195	EXCHANGE TRADED CONCEPTS, LLC	194	0.00%	$10K	-165 (-46.0%)
196	HHM Wealth Advisors, LLC	175	0.00%	$9K	—
197	MACQUARIE GROUP LTD	172	0.00%	$9K	NEW
198	IFP Advisors, Inc	169	0.00%	$9K	-38 (-18.4%)
199	JONES FINANCIAL COMPANIES LLLP	160	0.00%	$9K	-35 (-17.9%)
200	SIGNATUREFD, LLC	159	0.00%	$8K	+8 (+5.3%)
201	BARROW HANLEY MEWHINNEY & STRAUSS LLC	155	0.00%	$8K	NEW
202	Larson Financial Group LLC	144	0.00%	$8K	—
203	FIFTH THIRD BANCORP	134	0.00%	$7K	-12 (-8.2%)
204	Optiver Holding B.V.	119	0.00%	$6K	-3 (-2.5%)
205	WHITTIER TRUST CO OF NEVADA INC	110	0.00%	$6K	—
206	Rockefeller Capital Management L.P.	101	0.00%	$5K	—
207	Parallel Advisors, LLC	71	0.00%	$4K	—
208	PICTON MAHONEY ASSET MANAGEMENT	68	0.00%	$4K	NEW
209	Sterling Capital Management LLC	66	0.00%	$4K	-171 (-72.2%)
210	Mirae Asset Global Investments Co., Ltd.	64	0.00%	$3K	-252 (-79.7%)
211	True Wealth Design, LLC	62	0.00%	$3K	—
212	Cornerstone Financial Management LLC	58	0.00%	$3K	—
213	VALLEY NATIONAL ADVISERS INC	44	0.00%	$2K	—
214	RAFFA WEALTH MANAGEMENT, LLC	40	0.00%	$2K	NEW
215	JPL Wealth Management, LLC	30	0.00%	$2K	—
216	Clearstead Advisors, LLC	30	0.00%	$2K	NEW
217	ASSETMARK, INC	26	0.00%	$1K	—
218	Covestor Ltd	22	0.00%	$1K	-232 (-91.3%)
219	SJS Investment Consulting Inc.	21	0.00%	$1K	+6 (+40.0%)
220	Quarry LP	20	0.00%	$1K	NEW
221	KELLEHER FINANCIAL ADVISORS	19	0.00%	$1K	NEW
222	Basecamp Wealth Advisors LLC	19	0.00%	$1K	+16 (+533.3%)
223	PNC Financial Services Group, Inc.	18	0.00%	$956	+13 (+260.0%)
224	MassMutual Private Wealth & Trust, FSB	18	0.00%	$956	—
225	Bare Financial Services, Inc	9	0.00%	$478	NEW
226	Silver Grove Financial Group, Inc.	8	0.00%	$425	NEW
227	Steward Partners Investment Advisory, LLC	3	0.00%	$159	NEW

Exited since 2026-03-31 (22 filers; largest 22 shown)

OAKTREE CAPITAL MANAGEMENT LP	−2,153,717
VALUEWORKS LLC	−104,136
Creek Drive Management Group LLC	−78,000
Campbell & CO Investment Adviser LLC	−28,778
Schonfeld Strategic Advisors LLC	−17,757
CWM, LLC	−13,495
Wealthstar Advisors, LLC	−11,790
Brooklyn Investment Group	−9,558
VARCOV Co.	−9,402
NBC SECURITIES, INC.	−8,406
JANUS HENDERSON GROUP PLC	−6,503
Squarepoint Ops LLC	−5,951
Wealth Preservation Advisors, LLC	−125
Sound Income Strategies, LLC	−92
MAI Capital Management	−80
Intentional Wealth Strategies, LLC	−49
Root Financial Partners, LLC	−43
Frazier Financial Advisors, LLC	−16
TWIN PEAKS WEALTH ADVISORS, LLC	−7
Advisory Services Network, LLC	−4
Sunbelt Securities, Inc.	−2
NATIONAL BANK OF CANADA /FI/	−1

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
HOWARD AMSTER 2019 CHARITABLE REMAINDER UNITRUST #1 U/A DTD 05/20/2019	SCHEDULE 13D/A	2026-08-28	2026-08-27	13,865	0%
HOWARD AMSTER 2022 CHARITABLE REMAINDER UNITRUST #1 U/A DTD 03/09/2022	SCHEDULE 13D/A	2026-08-28	2026-08-27	35,841	0.1%
RAMAT SECURITIES LTD	SCHEDULE 13D/A	2026-08-28	2026-08-27	130,092	0.4%
PLEASANT LAKE SKOIEN INVESTMENTS LLC	SCHEDULE 13D/A	2026-08-28	2026-08-27	94,335	0.3%
PLEASANT LAKE APARTMENTS LIMITED PARTNERSHIP	SCHEDULE 13D/A	2026-08-28	2026-08-27	257,446	0.8%
HOWARD AMSTER 2005 CHARITABLE REMAINDER UNITRUST U/A DTD 01/11/2005	SCHEDULE 13D/A	2026-08-28	2026-08-27	159,772	0.5%
AMSTER LIMITED PARTNERSHIP	SCHEDULE 13D/A	2026-08-28	2026-08-27	5,826	0%
HOWARD AMSTER 2021 CHARITABLE REMAINDER UNITRUST #1 U/A DTD 08/10/2021	SCHEDULE 13D/A	2026-08-28	2026-08-27	236	0%
NEWAX INC.	SCHEDULE 13D/A	2026-08-28	2026-08-27	4,150	0%
HOWARD AMSTER 2021 CHARITABLE REMAINDER UNITRUST #3 U/A DTD 11/23/2021	SCHEDULE 13D/A	2026-08-28	2026-08-27	204,307	—
HOWARD AMSTER 2019 CHARITABLE REMAINDER UNITRUST #7 U/A DTD 05/20/2019	SCHEDULE 13D/A	2026-08-28	2026-08-27	64	0%
HOWARD AMSTER FOUNDATION	SCHEDULE 13D/A	2026-08-28	2026-08-27	4,178	0%
Amster Howard	SCHEDULE 13D/A	2026-08-28	2026-08-27	2,406,467	7.8%
LAUGHLIN HOLDINGS LLC	SCHEDULE 13D/A	2026-08-28	2026-08-27	117,743	0.4%
PLEASANT LAKE APARTMENTS CORP	SCHEDULE 13D/A	2026-08-28	2026-08-27	177	0%
Joshua S. Friedman	SCHEDULE 13D/A	2026-05-26	2026-05-22	7,416,294	24%
Mitchell R. Julis	SCHEDULE 13D/A	2026-05-26	2026-05-22	7,416,294	24%
Canyon Capital Advisors LLC	SCHEDULE 13D/A	2026-05-26	2026-05-22	7,416,294	24%
Oaktree Capital Group Holdings GP, LLC	SCHEDULE 13G/A	2026-05-14	2026-03-31	820,000	2.65%
Oaktree Capital Holdings, LLC	SCHEDULE 13G/A	2026-05-14	2026-03-31	820,000	2.65%
OCM Xb CBL-E Holdings, LLC	SCHEDULE 13G/A	2026-05-14	2026-03-31	820,000	2.65%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
BlackRock, Inc.	SCHEDULE 13G	2026-01-21	2025-12-31	1,553,993	5.1%
OFM II, L.P.	SCHEDULE 13G/A	2025-02-12	2024-12-31	722,032	2.35%
Littlejohn Opportunities Master Fund LP	SCHEDULE 13G/A	2025-02-12	2024-12-31	92,701	0.3%
Cetus Capital VI, L.P.	SCHEDULE 13G/A	2025-02-12	2024-12-31	358,694	1.17%
VSS Fund, LP	SCHEDULE 13G/A	2025-02-12	2024-12-31	17,051	0.06%

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.