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.

KFORCE INC

CIK 0000930420KFRC· quarter ending 2026-06-30

Shares outstanding

17,909,000

as of 2026-07-22 · 10-Q cover page, filed 2026-07-29

Held by 13F filers

17,141,343

95.7% of shares outstanding

Holders

237

+31 vs 2026-03-31 · 49 new, 18 exited

Value

$804.1M

shares +1.9% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-07-29, as of 2026-07-22)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	KFRC · NYSE	17,909,000	17,141,343	95.7%	237	493732101

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
	493732101	COM	237	17,141,343	17,909,000	95.7%	$804.1M	1 call / 0 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 (237 of 237 · 493732101)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	1,830,328	10.22%	$85.9M	-134,023 (-6.8%)
2	BlackRock, Inc.	1,555,859	8.69%	$73.0M	+54,799 (+3.7%)
3	Copeland Capital Management, LLC	928,350	5.18%	$43.6M	+262,019 (+39.3%)
4	VANGUARD CAPITAL MANAGEMENT LLC	701,223	3.92%	$32.9M	-73,388 (-9.5%)
5	NEW SOUTH CAPITAL MANAGEMENT INC	625,981	3.50%	$29.4M	-1,625 (-0.3%)
6	AMERICAN CENTURY COMPANIES INC	528,854	2.95%	$24.8M	+254,039 (+92.4%)
7	GEODE CAPITAL MANAGEMENT, LLC	521,815	2.91%	$24.5M	+38,664 (+8.0%)
8	ROYCE & ASSOCIATES LP	511,981	2.86%	$24.0M	+184,588 (+56.4%)
9	DEPRINCE RACE & ZOLLO INC	477,128	2.66%	$22.4M	+11,018 (+2.4%)
10	DIMENSIONAL FUND ADVISORS LP	475,269	2.65%	$22.3M	+7,259 (+1.6%)
11	STATE STREET CORP	439,416	2.45%	$20.6M	+8,672 (+2.0%)
12	Tributary Capital Management, LLC	363,496	2.03%	$17.1M	+11,649 (+3.3%)
13	Russell Investments Group, Ltd.	362,336	2.02%	$17.0M	+8,738 (+2.5%)
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	349,223	1.95%	$16.4M	-47,355 (-11.9%)
15	AQR CAPITAL MANAGEMENT LLC	303,091	1.69%	$14.2M	-94,493 (-23.8%)
16	NORTHERN TRUST CORP	267,516	1.49%	$12.6M	+32,450 (+13.8%)
17	ENVESTNET ASSET MANAGEMENT INC	250,691	1.40%	$11.8M	+50,917 (+25.5%)
18	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	248,265	1.39%	$11.6M	-123,000 (-33.1%)
19	WELLS FARGO & COMPANY/MN	244,782	1.37%	$11.5M	+3,220 (+1.3%)
20	MORGAN STANLEY	242,751	1.36%	$11.4M	-83,759 (-25.7%)
21	GOLDMAN SACHS GROUP INC	241,182	1.35%	$11.3M	+43,397 (+21.9%)
22	VANGUARD PORTFOLIO MANAGEMENT LLC	238,924	1.33%	$11.2M	+8,360 (+3.6%)
23	TWO SIGMA INVESTMENTS, LP	225,767	1.26%	$10.6M	-4,640 (-2.0%)
24	Bank of New York Mellon Corp	220,783	1.23%	$10.4M	-35 (-0.0%)
25	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	196,672	1.10%	$9.2M	+152,617 (+346.4%)
26	SEI INVESTMENTS CO	179,664	1.00%	$8.4M	-67,045 (-27.2%)
27	OBERWEIS ASSET MANAGEMENT INC/	176,200	0.98%	$8.3M	NEW
28	Allianz Asset Management GmbH	170,624	0.95%	$8.0M	+41,414 (+32.1%)
29	Point72 Asset Management, L.P.	165,012	0.92%	$7.7M	-189,829 (-53.5%)
30	ACADIAN ASSET MANAGEMENT LLC	151,411	0.85%	$7.1M	+131,563 (+662.9%)
31	JANE STREET GROUP, LLC	145,285	0.81%	$6.8M	+31,397 (+27.6%)
32	DEAN INVESTMENT ASSOCIATES, LLC	119,399	0.67%	$5.6M	NEW
33	VANGUARD FIDUCIARY TRUST CO	114,451	0.64%	$5.4M	+439 (+0.4%)
34	BESSEMER GROUP INC	113,901	0.64%	$5.3M	+2,935 (+2.6%)
35	Quantinno Capital Management LP	109,896	0.61%	$5.2M	+36,761 (+50.3%)
36	ROYAL BANK OF CANADA	96,369	0.54%	$4.5M	+16,652 (+20.9%)
37	Creative Planning	95,089	0.53%	$4.5M	+37,169 (+64.2%)
38	DEUTSCHE BANK AG\	93,382	0.52%	$4.4M	+1,309 (+1.4%)
39	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	92,411	0.52%	$4.3M	-16,131 (-14.9%)
40	RENAISSANCE TECHNOLOGIES LLC	88,949	0.50%	$4.2M	-26,700 (-23.1%)
41	Nuveen, LLC	86,663	0.48%	$4.1M	+47,431 (+120.9%)
42	Dean Capital Management	86,613	0.48%	$4.1M	NEW
43	RAYMOND JAMES FINANCIAL INC	84,126	0.47%	$3.9M	-7,122 (-7.8%)
44	JUPITER ASSET MANAGEMENT LTD	83,799	0.47%	$3.9M	—
45	NEW YORK STATE COMMON RETIREMENT FUND	80,640	0.45%	$3.8M	-357 (-0.4%)
46	D. E. Shaw & Co., Inc.	78,750	0.44%	$3.7M	-55,591 (-41.4%)
47	STIFEL FINANCIAL CORP	71,767	0.40%	$3.4M	+12,308 (+20.7%)
48	JACOBS LEVY EQUITY MANAGEMENT, INC	69,865	0.39%	$3.3M	-335,855 (-82.8%)
49	FEDERATED HERMES, INC.	67,963	0.38%	$3.2M	+3,156 (+4.9%)
50	Access Investment Management LLC	66,164	0.37%	$3.1M	+644 (+1.0%)
51	MARSHALL WACE, LLP	64,960	0.36%	$3.0M	NEW
52	VICTORY CAPITAL MANAGEMENT INC	57,746	0.32%	$2.7M	+13,039 (+29.2%)
53	Universal- Beteiligungs- und Servicegesellschaft mbH	55,548	0.31%	$2.6M	—
54	LSV ASSET MANAGEMENT	51,963	0.29%	$2.4M	+4,535 (+9.6%)
55	Man Group plc	50,594	0.28%	$2.4M	-1,356 (-2.6%)
56	UBS Group AG	49,823	0.28%	$2.3M	-97,095 (-66.1%)
57	BANK OF AMERICA CORP /DE/	48,132	0.27%	$2.3M	+2,941 (+6.5%)
58	XTX Topco Ltd	47,090	0.26%	$2.2M	+11,937 (+34.0%)
59	PRINCIPAL FINANCIAL GROUP INC	46,348	0.26%	$2.2M	+3,634 (+8.5%)
60	Legato Capital Management LLC	45,165	0.25%	$2.1M	NEW
61	MILLENNIUM MANAGEMENT LLC	42,143	0.24%	$2.0M	-22,768 (-35.1%)
62	FMR LLC	40,774	0.23%	$1.9M	+1,675 (+4.3%)
63	Invesco Ltd.	39,232	0.22%	$1.8M	-5,198 (-11.7%)
64	GLOBEFLEX CAPITAL L P	38,632	0.22%	$1.8M	—
65	IEQ CAPITAL, LLC	38,002	0.21%	$1.8M	-9,335 (-19.7%)
66	PARADIGM CAPITAL MANAGEMENT INC/NY	36,800	0.21%	$1.7M	—
67	CITADEL ADVISORS LLC	36,226	0.20%	$1.7M	-61,003 (-62.7%)
68	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	35,266	0.20%	$1.7M	+4,348 (+14.1%)
69	AMERIPRISE FINANCIAL INC	35,053	0.20%	$1.6M	-51,548 (-59.5%)
70	Swiss National Bank	33,800	0.19%	$1.6M	-2,700 (-7.4%)
71	Callan Family Office, LLC	31,288	0.17%	$1.5M	+347 (+1.1%)
72	BNP PARIBAS FINANCIAL MARKETS	28,428	0.16%	$1.3M	-17,334 (-37.9%)
73	Numerai GP LLC	28,421	0.16%	$1.3M	+4,656 (+19.6%)
74	PRUDENTIAL FINANCIAL INC	27,325	0.15%	$1.3M	+7,785 (+39.8%)
75	REGIONS FINANCIAL CORP	26,434	0.15%	$1.2M	-2,569 (-8.9%)
76	AZZAD ASSET MANAGEMENT INC /ADV	25,120	0.14%	$1.2M	-1,314 (-5.0%)
77	EVR Research LP	25,000	0.14%	$1.2M	NEW
78	FRANKLIN RESOURCES INC	24,983	0.14%	$1.2M	+2,052 (+8.9%)
79	Campbell & CO Investment Adviser LLC	24,644	0.14%	$1.2M	+1,273 (+5.4%)
80	PRICE T ROWE ASSOCIATES INC /MD/	23,864	0.13%	$1.1M	+1,633 (+7.3%)
81	LOS ANGELES CAPITAL MANAGEMENT LLC	22,388	0.13%	$1.1M	+15,104 (+207.4%)
82	RHUMBLINE ADVISERS	22,350	0.12%	$1.0M	-1,190 (-5.1%)
83	ALLIANCEBERNSTEIN L.P.	22,190	0.12%	$649K	+13,900 (+167.7%)
84	BANK OF MONTREAL /CAN/	21,942	0.12%	$1.0M	+142 (+0.7%)
85	KESTRA PRIVATE WEALTH SERVICES, LLC	19,495	0.11%	$915K	NEW
86	LPL Financial LLC	19,337	0.11%	$907K	-152 (-0.8%)
87	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	18,919	0.11%	$888K	+2,124 (+12.6%)
88	Mariner, LLC	18,850	0.11%	$885K	+411 (+2.2%)
89	Cetera Investment Advisers	18,489	0.10%	$868K	+3,270 (+21.5%)
90	MERCER GLOBAL ADVISORS INC /ADV	18,339	0.10%	$860K	+1,492 (+8.9%)
91	JONES FINANCIAL COMPANIES LLLP	17,953	0.10%	$889K	+6,126 (+51.8%)
92	NATIXIS ADVISORS, LLC	17,627	0.10%	$827K	+4,979 (+39.4%)
93	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	17,169	0.10%	$938K	+686 (+4.2%)
94	AdvisorShares Investments LLC	16,160	0.09%	$758K	—
95	CREDIT AGRICOLE S A	16,000	0.09%	$751K	—
96	FIRST TRUST ADVISORS LP	15,371	0.09%	$721K	+5,385 (+53.9%)
97	GSA CAPITAL PARTNERS LLP	15,190	0.08%	$713K	-7,120 (-31.9%)
98	JPMORGAN CHASE & CO	15,175	0.08%	$750K	+3,218 (+26.9%)
99	Vident Advisory, LLC	14,847	0.08%	$697K	NEW
100	Inspire Investing, LLC	14,364	0.08%	$674K	-2,920 (-16.9%)
101	Cerity Partners LLC	14,343	0.08%	$673K	+5,374 (+59.9%)
102	Legal & General Group Plc	14,300	0.08%	$673K	-2,829 (-16.5%)
103	FIFTH THIRD BANCORP	13,343	0.07%	$626K	+1,688 (+14.5%)
104	Sovereign's Capital Management, LLC	13,165	0.07%	$618K	-466 (-3.4%)
105	Vestmark Advisory Solutions, Inc.	12,875	0.07%	$604K	+74 (+0.6%)
106	NewEdge Wealth, LLC	12,875	0.07%	$604K	+66 (+0.5%)
107	BOOTHBAY FUND MANAGEMENT, LLC	12,825	0.07%	$602K	NEW
108	S&T Bank/PA	12,789	0.07%	$600K	-7,675 (-37.5%)
109	BARCLAYS PLC	12,740	0.07%	$598K	-12,538 (-49.6%)
110	FIRST NATIONAL BANK OF OMAHA	12,123	0.07%	$569K	+44 (+0.4%)
111	TEACHER RETIREMENT SYSTEM OF TEXAS	11,953	0.07%	$561K	+2,236 (+23.0%)
112	VANGUARD ASSET MANAGEMENT, Ltd	11,641	0.07%	$546K	-2,009 (-14.7%)
113	FULLER & THALER ASSET MANAGEMENT, INC.	11,590	0.06%	$544K	NEW
114	CANADA PENSION PLAN INVESTMENT BOARD	11,500	0.06%	$540K	-900 (-7.3%)
115	HSBC HOLDINGS PLC	11,157	0.06%	$535K	-10,525 (-48.5%)
116	Trexquant Investment LP	10,952	0.06%	$514K	-51,619 (-82.5%)
117	VIRTUS ADVISERS, LLC	10,559	0.06%	$495K	+259 (+2.5%)
118	Abacus Wealth Partners, LLC	10,169	0.06%	$477K	-2,328 (-18.6%)
119	&PARTNERS	10,158	0.06%	$477K	+427 (+4.4%)
120	MetLife Investment Management, LLC	10,113	0.06%	$475K	—
121	Engineers Gate Manager LP	9,681	0.05%	$454K	-4,579 (-32.1%)
122	Quadrature Capital Ltd	9,543	0.05%	$448K	-695 (-6.8%)
123	Centiva Capital, LP	9,470	0.05%	$444K	NEW
124	Vanguard Personalized Indexing Management, LLC	8,820	0.05%	$414K	-1,501 (-14.5%)
125	Jupiter Topco LLC	8,656	0.05%	$405K	NEW
126	CITIGROUP INC	8,612	0.05%	$404K	+3,961 (+85.2%)
127	Jain Global LLC	8,533	0.05%	$400K	NEW
128	NEUBERGER BERMAN GROUP LLC	8,394	0.05%	$394K	+1,075 (+14.7%)
129	BCS Private Wealth Management, Inc.	8,070	0.05%	$379K	NEW
130	Balyasny Asset Management L.P.	7,967	0.04%	$374K	-12,523 (-61.1%)
131	PICTON MAHONEY ASSET MANAGEMENT	7,955	0.04%	$373K	NEW
132	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	7,793	0.04%	$366K	-408 (-5.0%)
133	Inscription Capital, LLC	7,622	0.04%	$358K	+30 (+0.4%)
134	CAXTON ASSOCIATES LLP	6,990	0.04%	$328K	NEW
135	Snowden Capital Advisors LLC	6,863	0.04%	$322K	NEW
136	Ballentine Partners, LLC	6,844	0.04%	$321K	NEW
137	HARBOR CAPITAL ADVISORS, INC.	6,688	0.04%	$314K	-575 (-7.9%)
138	Corient Private Wealth LP	6,686	0.04%	$314K	NEW
139	LAZARD ASSET MANAGEMENT LLC	6,647	0.04%	$312K	-20,359 (-75.4%)
140	Janney Montgomery Scott LLC	6,479	0.04%	$304K	-31,820 (-83.1%)
141	Park Capital Management, LLC / WI	6,430	0.04%	$302K	NEW
142	Vanguard Global Advisers, LLC	6,337	0.04%	$297K	—
143	Advisors Asset Management, Inc.	6,330	0.04%	$297K	+168 (+2.7%)
144	MML INVESTORS SERVICES, LLC	6,011	0.03%	$282K	NEW
145	PERSONAL CFO SOLUTIONS, LLC	5,997	0.03%	$281K	NEW
146	Atria Investments, Inc	5,994	0.03%	$281K	NEW
147	Arax Advisory Partners	5,939	0.03%	$279K	+5,325 (+867.3%)
148	Baird Financial Group, Inc.	5,935	0.03%	$278K	NEW
149	SUSQUEHANNA INTERNATIONAL GROUP, LLP	5,904	0.03%	$277K	-15,534 (-72.5%)
150	EXCHANGE TRADED CONCEPTS, LLC	5,890	0.03%	$276K	-2,839 (-32.5%)
151	US BANCORP \DE\	5,802	0.03%	$272K	+154 (+2.7%)
152	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	5,473	0.03%	$257K	NEW
153	State of Wyoming	5,440	0.03%	$255K	-1,406 (-20.5%)
154	Police & Firemen's Retirement System of New Jersey	5,114	0.03%	$240K	—
155	Hennion & Walsh Asset Management, Inc.	5,100	0.03%	$239K	NEW
156	Magnetar Financial LLC	5,075	0.03%	$238K	NEW
157	Zurcher Kantonalbank (Zurich Cantonalbank)	5,071	0.03%	$238K	—
158	Merit Financial Group, LLC	4,712	0.03%	$221K	NEW
159	ARIZONA STATE RETIREMENT SYSTEM	4,652	0.03%	$218K	NEW
160	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	4,635	0.03%	$217K	NEW
161	PNC Financial Services Group, Inc.	4,624	0.03%	$217K	-1,334 (-22.4%)
162	MANUFACTURERS LIFE INSURANCE COMPANY, THE	4,586	0.03%	$215K	NEW
163	Vestcor Inc	4,461	0.02%	$209K	—
164	Empowered Funds, LLC	4,453	0.02%	$209K	NEW
165	Focus Partners Wealth	4,283	0.02%	$201K	NEW
166	KLP KAPITALFORVALTNING AS	4,000	0.02%	$188K	—
167	CANADA LIFE ASSURANCE Co	3,924	0.02%	$184K	+73 (+1.9%)
168	SG Americas Securities, LLC	3,745	0.02%	$176K	-5,871 (-61.1%)
169	Versant Capital Management, Inc	3,096	0.02%	$145K	+387 (+14.3%)
170	Vanguard Investments Australia, Ltd.	3,079	0.02%	$144K	-3,457 (-52.9%)
171	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	2,493	0.01%	$117K	—
172	OSAIC HOLDINGS, INC.	2,191	0.01%	$103K	+186 (+9.3%)
173	SIGNATUREFD, LLC	1,656	0.01%	$78K	-191 (-10.3%)
174	MEEDER ASSET MANAGEMENT INC	1,652	0.01%	$78K	-905 (-35.4%)
175	GAMMA Investing LLC	1,578	0.01%	$74K	+184 (+13.2%)
176	STRS OHIO	1,500	0.01%	$70K	NEW
177	Ameritas Investment Partners, Inc.	1,499	0.01%	$70K	—
178	Parallel Advisors, LLC	1,239	0.01%	$58K	+1,162 (+1509.1%)
179	NISA INVESTMENT ADVISORS, LLC	1,222	0.01%	$57K	+631 (+106.8%)
180	EverSource Wealth Advisors, LLC	1,028	0.01%	$48K	+137 (+15.4%)
181	State of Alaska, Department of Revenue	985	0.01%	$46K	—
182	Parkside Financial Bank & Trust	984	0.01%	$46K	—
183	Kemnay Advisory Services Inc.	968	0.01%	$45K	NEW
184	Tower Research Capital LLC (TRC)	921	0.01%	$43K	+3 (+0.3%)
185	Steward Partners Investment Advisory, LLC	808	0.00%	$38K	+4 (+0.5%)
186	Caitong International Asset Management Co., Ltd	792	0.00%	$37K	+730 (+1177.4%)
187	Global Retirement Partners, LLC	729	0.00%	$34K	NEW
188	Allworth Financial LP	709	0.00%	$33K	+95 (+15.5%)
189	Capital Advisors, Ltd. LLC	581	0.00%	$27K	+52 (+9.8%)
190	Farther Finance Advisors, LLC	514	0.00%	$24K	+210 (+69.1%)
191	PRIVATE TRUST CO NA	400	0.00%	$19K	-37 (-8.5%)
192	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	396	0.00%	$19K	-126 (-24.1%)
193	Cornerstone Planning Group LLC	387	0.00%	$22K	-73 (-15.9%)
194	UMB Bank, n.a.	344	0.00%	$16K	—
195	ISLAY CAPITAL MANAGEMENT, LLC	316	0.00%	$15K	NEW
196	Essential Partners LLC	272	0.00%	$13K	-1,026 (-79.0%)
197	BARROW HANLEY MEWHINNEY & STRAUSS LLC	238	0.00%	$11K	—
198	Covestor Ltd	226	0.00%	$11K	-54 (-19.3%)
199	ROTHSCHILD INVESTMENT LLC	226	0.00%	$11K	+33 (+17.1%)
200	Nykredit A/S	200	0.00%	$9K	NEW
201	IFP Advisors, Inc	165	0.00%	$8K	-1,310 (-88.8%)
202	FIRST HORIZON CORP	142	0.00%	$7K	+83 (+140.7%)
203	MassMutual Private Wealth & Trust, FSB	135	0.00%	$6K	+75 (+125.0%)
204	Synergy Investment Management, LLC	111	0.00%	$6K	+51 (+85.0%)
205	Altshuler Shaham Ltd	90	0.00%	$4K	-61 (-40.4%)
206	True Wealth Design, LLC	86	0.00%	$4K	+1 (+1.2%)
207	MJT & Associates Financial Advisory Group, Inc.	77	0.00%	$4K	—
208	WPG Advisers, LLC	74	0.00%	$3K	+59 (+393.3%)
209	JPL Wealth Management, LLC	62	0.00%	$3K	+1 (+1.6%)
210	WHITTIER TRUST CO OF NEVADA INC	62	0.00%	$3K	—
211	Sterling Capital Management LLC	59	0.00%	$3K	-130 (-68.8%)
212	SJS Investment Consulting Inc.	59	0.00%	$3K	+23 (+63.9%)
213	Optiver Holding B.V.	58	0.00%	$3K	-46 (-44.2%)
214	GROUP ONE TRADING LLC	54	0.00%	$3K	NEW
215	AMERIFLEX GROUP, INC.	51	0.00%	$2K	NEW
216	Pinnacle Wealth Planning Services, Inc.	48	0.00%	$2K	-41 (-46.1%)
217	Basecamp Wealth Advisors LLC	46	0.00%	$2K	+6 (+15.0%)
218	Torren Management, LLC	37	0.00%	$2K	—
219	Investors Portfolio Services LLC	32	0.00%	$2K	—
220	Graney & King, LLC	30	0.00%	$1K	—
221	Fortitude Family Office, LLC	28	0.00%	$1K	NEW
222	Blue Trust, Inc.	26	0.00%	$1K	-5 (-16.1%)
223	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	23	0.00%	$1K	-8 (-25.8%)
224	Larson Financial Group LLC	19	0.00%	$891	NEW
225	TD PRIVATE CLIENT WEALTH LLC	19	0.00%	$891	NEW
226	Strengthening Families & Communities, LLC	16	0.00%	$757	NEW
227	MidFirst Bank	14	0.00%	$657	—
228	Aquatic Capital Management LLC	14	0.00%	$657	-8,499 (-99.8%)
229	Physician Wealth Advisors, Inc.	12	0.00%	$564	NEW
230	Hughes Financial Services, LLC	10	0.00%	$469	NEW
231	HUNTINGTON NATIONAL BANK	7	0.00%	$328	—
232	Rossby Financial, LCC	5	0.00%	$235	NEW
233	HANTZ FINANCIAL SERVICES, INC.	4	0.00%	$0	—
234	Clearstead Advisors, LLC	2	0.00%	$94	NEW
235	IMG Wealth Management, Inc.	2	0.00%	$94	NEW
236	Retirement Wealth Solutions LLC	0	0.00%	$1	—
237	Erste Asset Management GmbH	0	0.00%	$0	—

Exited since 2026-03-31 (18 filers; largest 18 shown)

HRT FINANCIAL LP	−83,507
JANUS HENDERSON GROUP PLC	−66,985
Dynamic Technology Lab Private Ltd	−28,235
Qube Research & Technologies Ltd	−26,348
CWM, LLC	−18,351
Polaris Capital Management, LLC	−16,557
ExodusPoint Capital Management, LP	−15,317
Brooklyn Investment Group	−14,081
MACKENZIE FINANCIAL CORP	−9,455
Private Capital Management, LLC	−9,000
QUADRANT CAPITAL GROUP LLC	−1,188
Advisory Services Network, LLC	−446
MAI Capital Management	−369
Root Financial Partners, LLC	−79
Atlantic Union Bankshares Corp	−60
Wealth Preservation Advisors, LLC	−39
Kilter Group LLC	−13
Aster Capital Management (DIFC) Ltd	−3

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
Copeland Capital Management, LLC	SCHEDULE 13G	2026-08-04	2026-06-30	928,350	5.18%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
Kayne Anderson Rudnick Investment Management, LLC	SCHEDULE 13G/A	2026-02-13	2025-12-31	1,980,243	10.9%
Abigail P. Johnson	SCHEDULE 13G/A	2025-11-05	2025-09-30	415,545.25	2.2%
FMR LLC	SCHEDULE 13G/A	2025-11-05	2025-09-30	415,545.25	2.2%
BlackRock, Inc.	SCHEDULE 13G/A	2025-04-24	2025-03-31	1,383,617	7.2%

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.