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.

UPBOUND GROUP, INC.

CIK 0000933036UPBD· quarter ending 2026-06-30

Shares outstanding

58,299,405

as of 2026-07-23 · 10-Q cover page, filed 2026-07-31

Held by 13F filers

58,023,822

99.5% of shares outstanding

Holders

260

+19 vs 2026-03-31 · 41 new, 22 exited

Value

$1.2B

shares +3.6% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-07-31, as of 2026-07-23)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	UPBD · NASDAQ	58,299,405	58,023,822	99.5%	260	76009N100

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
	76009N100	COM	260	58,023,822	58,299,405	99.5%	$1.2B	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. 2 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 260 · 76009N100)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	9,152,511	15.70%	$194.2M	+944,446 (+11.5%)
2	VANGUARD PORTFOLIO MANAGEMENT LLC	4,234,326	7.26%	$89.9M	+295,184 (+7.5%)
3	FMR LLC	3,312,579	5.68%	$70.3M	-2,095,235 (-38.7%)
4	DIMENSIONAL FUND ADVISORS LP	2,744,730	4.71%	$58.2M	+349,960 (+14.6%)
5	STATE STREET CORP	2,468,483	4.23%	$53.3M	+171,994 (+7.5%)
6	GOLDMAN SACHS GROUP INC	2,407,712	4.13%	$51.1M	+1,030,740 (+74.9%)
7	VANGUARD CAPITAL MANAGEMENT LLC	2,327,538	3.99%	$49.4M	+51,870 (+2.3%)
8	LSV ASSET MANAGEMENT	2,280,279	3.91%	$48.4M	-33,000 (-1.4%)
9	IEQ CAPITAL, LLC	1,770,257	3.04%	$37.6M	-2,133,429 (-54.7%)
10	GEODE CAPITAL MANAGEMENT, LLC	1,468,034	2.52%	$31.2M	+113,050 (+8.3%)
11	Bragg Financial Advisors, Inc	1,189,215	2.04%	$25.2M	+66,277 (+5.9%)
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,155,346	1.98%	$24.5M	-112,662 (-8.9%)
13	WELLINGTON MANAGEMENT GROUP LLP	1,104,571	1.89%	$23.4M	-151,509 (-12.1%)
14	Huber Capital Management LLC	1,061,869	1.82%	$22.5M	-640,736 (-37.6%)
15	MORGAN STANLEY	1,047,419	1.80%	$22.2M	+263,698 (+33.6%)
16	Bank of New York Mellon Corp	888,866	1.52%	$18.9M	+33,690 (+3.9%)
17	AMERICAN CENTURY COMPANIES INC	853,179	1.46%	$18.1M	+510,230 (+148.8%)
18	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	831,810	1.43%	$17.7M	+94,150 (+12.8%)
19	AQR CAPITAL MANAGEMENT LLC	720,150	1.24%	$15.3M	+432,836 (+150.6%)
20	MILLENNIUM MANAGEMENT LLC	709,357	1.22%	$15.1M	+529,958 (+295.4%)
21	NORTHERN TRUST CORP	675,057	1.16%	$14.3M	+72,897 (+12.1%)
22	KENNEDY CAPITAL MANAGEMENT LLC	651,996	1.12%	$13.8M	-17,075 (-2.6%)
23	Invesco Ltd.	579,041	0.99%	$12.3M	+47,216 (+8.9%)
24	Pacer Advisors, Inc.	450,923	0.77%	$9.6M	+37,918 (+9.2%)
25	CITADEL ADVISORS LLC	437,058	0.75%	$9.3M	+281,173 (+180.4%)
26	MARSHALL WACE, LLP	410,710	0.70%	$8.7M	+358,579 (+687.8%)
27	VICTORY CAPITAL MANAGEMENT INC	394,376	0.68%	$8.4M	+30,629 (+8.4%)
28	Advisors Asset Management, Inc.	357,337	0.61%	$7.6M	+93,514 (+35.4%)
29	BRIDGEWAY CAPITAL MANAGEMENT, LLC	354,744	0.61%	$7.5M	-9,197 (-2.5%)
30	VANGUARD FIDUCIARY TRUST CO	348,824	0.60%	$7.4M	+4,483 (+1.3%)
31	PANAGORA ASSET MANAGEMENT INC	321,099	0.55%	$6.8M	+68,885 (+27.3%)
32	PRINCIPAL FINANCIAL GROUP INC	307,996	0.53%	$6.5M	+4,078 (+1.3%)
33	CSM Advisors, LLC	306,014	0.52%	$6.5M	+20,036 (+7.0%)
34	Allianz Asset Management GmbH	296,542	0.51%	$6.3M	+175,009 (+144.0%)
35	BANK OF AMERICA CORP /DE/	294,594	0.51%	$6.3M	+99,775 (+51.2%)
36	Qube Research & Technologies Ltd	286,621	0.49%	$6.1M	+41,153 (+16.8%)
37	Creative Planning	271,002	0.46%	$5.8M	+174,825 (+181.8%)
38	Universal- Beteiligungs- und Servicegesellschaft mbH	262,831	0.45%	$5.6M	+4,016 (+1.6%)
39	Miller Value Partners, LLC	258,000	0.44%	$5.5M	+138,000 (+115.0%)
40	PEREGRINE CAPITAL MANAGEMENT LLC	251,447	0.43%	$5.3M	-21,923 (-8.0%)
41	Empowered Funds, LLC	236,744	0.41%	$5.0M	-3,982 (-1.7%)
42	Balyasny Asset Management L.P.	234,921	0.40%	$5.0M	-361,781 (-60.6%)
43	FIRST TRUST ADVISORS LP	221,265	0.38%	$4.7M	+24,739 (+12.6%)
44	Russell Investments Group, Ltd.	192,157	0.33%	$4.1M	+21,754 (+12.8%)
45	SEI INVESTMENTS CO	188,883	0.32%	$4.0M	-55,965 (-22.9%)
46	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	182,312	0.31%	$3.9M	NEW
47	Connor, Clark & Lunn Investment Management Ltd.	182,289	0.31%	$3.9M	-49,048 (-21.2%)
48	XTX Topco Ltd	180,319	0.31%	$3.8M	+154,387 (+595.4%)
49	Public Sector Pension Investment Board	180,284	0.31%	$3.8M	-6,131 (-3.3%)
50	UBS Group AG	179,366	0.31%	$3.8M	-40,872 (-18.6%)
51	Nuveen, LLC	168,344	0.29%	$3.6M	+20,126 (+13.6%)
52	AMERIPRISE FINANCIAL INC	158,362	0.27%	$3.4M	+8,869 (+5.9%)
53	Trexquant Investment LP	157,506	0.27%	$3.3M	-116,760 (-42.6%)
54	Inspire Advisors, LLC	154,942	0.27%	$3.3M	+8,365 (+5.7%)
55	Sepio Capital, LP	144,609	0.25%	$3.1M	—
56	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	143,592	0.25%	$3.0M	+16,497 (+13.0%)
57	RAYMOND JAMES FINANCIAL INC	142,832	0.24%	$3.0M	+27,535 (+23.9%)
58	Quantinno Capital Management LP	141,470	0.24%	$3.0M	+94,007 (+198.1%)
59	RHUMBLINE ADVISERS	136,873	0.23%	$2.9M	-11,510 (-7.8%)
60	Susquehanna Portfolio Strategies, LLC	136,656	0.23%	$2.9M	+18,154 (+15.3%)
61	Vanguard Global Advisers, LLC	135,250	0.23%	$2.9M	+25,828 (+23.6%)
62	INTECH INVESTMENT MANAGEMENT LLC	131,517	0.23%	$2.8M	-48,173 (-26.8%)
63	PICTON MAHONEY ASSET MANAGEMENT	131,437	0.23%	$2.8M	NEW
64	Jump Financial, LLC	127,100	0.22%	$2.7M	+83,916 (+194.3%)
65	Lido Advisors, LLC	124,926	0.21%	$2.7M	+345 (+0.3%)
66	Legal & General Group Plc	118,017	0.20%	$2.5M	-8,796 (-6.9%)
67	TWO SIGMA INVESTMENTS, LP	115,280	0.20%	$2.4M	+101,780 (+753.9%)
68	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	114,141	0.20%	$2.4M	-13,385 (-10.5%)
69	CLARK ESTATES INC/NY	113,000	0.19%	$2.4M	—
70	ALGERT GLOBAL LLC	109,568	0.19%	$2.3M	+52,788 (+93.0%)
71	Swiss National Bank	105,000	0.18%	$2.2M	+2,200 (+2.1%)
72	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	101,959	0.17%	$2.2M	-567 (-0.6%)
73	D. E. Shaw & Co., Inc.	98,304	0.17%	$2.1M	-84,385 (-46.2%)
74	Corient Private Wealth LP	91,393	0.16%	$1.9M	NEW
75	Venture Visionary Partners LLC	91,367	0.16%	$1.9M	NEW
76	Point72 Asset Management, L.P.	90,403	0.16%	$1.9M	-83,179 (-47.9%)
77	Cerity Partners LLC	90,139	0.15%	$1.9M	+23,126 (+34.5%)
78	PRICE T ROWE ASSOCIATES INC /MD/	88,798	0.15%	$1.9M	+16,237 (+22.4%)
79	SEGALL BRYANT & HAMILL, LLC	85,860	0.15%	$1.8M	NEW
80	RENAISSANCE TECHNOLOGIES LLC	83,200	0.14%	$1.8M	+19,300 (+30.2%)
81	ROYAL BANK OF CANADA	82,978	0.14%	$1.8M	+68,377 (+468.3%)
82	Range Financial Group LLC	82,907	0.14%	$1.8M	+1,908 (+2.4%)
83	BEACON FINANCIAL GROUP	76,108	0.13%	$1.6M	+117 (+0.2%)
84	ExodusPoint Capital Management, LP	74,030	0.13%	$1.6M	NEW
85	LPL Financial LLC	72,880	0.13%	$1.5M	+2,648 (+3.8%)
86	ALLIANCEBERNSTEIN L.P.	71,528	0.12%	$1.3M	-900 (-1.2%)
87	JPMORGAN CHASE & CO	68,727	0.12%	$1.5M	-5,784 (-7.8%)
88	WELLS FARGO & COMPANY/MN	67,585	0.12%	$1.4M	+37,465 (+124.4%)
89	OSAIC HOLDINGS, INC.	63,228	0.11%	$1.3M	+60,327 (+2079.5%)
90	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	62,920	0.11%	$1.3M	-5,964 (-8.7%)
91	Mork Capital Management, LLC	62,610	0.11%	$1.3M	—
92	DEUTSCHE BANK AG\	59,325	0.10%	$1.3M	+10,981 (+22.7%)
93	Engineers Gate Manager LP	58,810	0.10%	$1.2M	+22,500 (+62.0%)
94	Kendall Capital Management	58,130	0.10%	$1.2M	-12,575 (-17.8%)
95	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	57,253	0.10%	$1.2M	+9,163 (+19.1%)
96	State of Tennessee, Department of Treasury	57,072	0.10%	$1.2M	-11,491 (-16.8%)
97	GUGGENHEIM CAPITAL LLC	56,129	0.10%	$1.2M	+14,652 (+35.3%)
98	PRUDENTIAL FINANCIAL INC	55,472	0.10%	$1.2M	+990 (+1.8%)
99	BARCLAYS PLC	55,050	0.09%	$1.2M	+5,369 (+10.8%)
100	EntryPoint Capital, LLC	54,793	0.09%	$1.2M	+36,882 (+205.9%)
101	CANADA LIFE ASSURANCE Co	53,604	0.09%	$1.1M	-455 (-0.8%)
102	CAPITAL FUND MANAGEMENT S.A.	48,430	0.08%	$1.0M	+15,144 (+45.5%)
103	KESTRA PRIVATE WEALTH SERVICES, LLC	47,828	0.08%	$1.0M	NEW
104	Squarepoint Ops LLC	46,588	0.08%	$989K	-101,363 (-68.5%)
105	SG Americas Securities, LLC	42,320	0.07%	$898K	NEW
106	VANGUARD ASSET MANAGEMENT, Ltd	42,271	0.07%	$897K	+10,322 (+32.3%)
107	Horizon Investments, LLC	41,862	0.07%	$888K	+5,377 (+14.7%)
108	Mitsubishi UFJ Trust & Banking Corp	41,530	0.07%	$881K	-57,717 (-58.2%)
109	HSBC HOLDINGS PLC	39,836	0.07%	$838K	+23,073 (+137.6%)
110	Y-Intercept (Hong Kong) Ltd	37,945	0.07%	$805K	-112,250 (-74.7%)
111	Focus Partners Wealth	37,140	0.06%	$789K	NEW
112	Summit Global Investments	36,700	0.06%	$779K	-822 (-2.2%)
113	Thrivent Financial for Lutherans	34,452	0.06%	$731K	-334 (-1.0%)
114	FRANKLIN RESOURCES INC	33,086	0.06%	$702K	+3,742 (+12.8%)
115	Inspire Investing, LLC	32,830	0.06%	$697K	+3,097 (+10.4%)
116	CITIGROUP INC	32,590	0.06%	$692K	-9,076 (-21.8%)
117	OPTIMIZE FINANCIAL INC.	32,482	0.06%	$689K	-113 (-0.3%)
118	Sound Capital Solutions LLC	32,482	0.06%	$689K	NEW
119	MetLife Investment Management, LLC	32,350	0.06%	$686K	+2,797 (+9.5%)
120	Amundi	30,726	0.05%	$652K	+16,172 (+111.1%)
121	MERCER GLOBAL ADVISORS INC /ADV	30,530	0.05%	$648K	NEW
122	Illinois Municipal Retirement Fund	29,660	0.05%	$629K	-1,589 (-5.1%)
123	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	29,413	0.05%	$622K	+17,022 (+137.4%)
124	DIVERSIFIED TRUST CO	28,489	0.05%	$605K	+7,881 (+38.2%)
125	Blueshift Asset Management, LLC	26,864	0.05%	$570K	NEW
126	Mariner, LLC	26,048	0.04%	$553K	NEW
127	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	25,335	0.04%	$538K	+717 (+2.9%)
128	WINTON GROUP Ltd	24,700	0.04%	$524K	NEW
129	Jupiter Topco LLC	23,555	0.04%	$500K	NEW
130	SUSQUEHANNA INTERNATIONAL GROUP, LLP	23,495	0.04%	$499K	-6,420 (-21.5%)
131	Truvestments Capital LLC	23,051	0.04%	$489K	—
132	Louisiana State Employees Retirement System	23,000	0.04%	$488K	-100 (-0.4%)
133	PFG Investments, LLC	22,708	0.04%	$482K	+8,447 (+59.2%)
134	Freestone Grove Partners LP	22,574	0.04%	$479K	-22,740 (-50.2%)
135	Redhawk Wealth Advisors, Inc.	22,236	0.04%	$472K	NEW
136	Vinva Investment Management Ltd	21,678	0.04%	$657K	NEW
137	VOYA INVESTMENT MANAGEMENT LLC	21,676	0.04%	$460K	NEW
138	NEW YORK STATE COMMON RETIREMENT FUND	21,651	0.04%	$459K	+4,800 (+28.5%)
139	Aquatic Capital Management LLC	21,277	0.04%	$451K	-501 (-2.3%)
140	MANUFACTURERS LIFE INSURANCE COMPANY, THE	20,667	0.04%	$439K	-47 (-0.2%)
141	State of Alaska, Department of Revenue	20,463	0.04%	$433K	-8,641 (-29.7%)
142	Quadrature Capital Ltd	19,953	0.03%	$423K	NEW
143	FIRST CITIZENS BANK & TRUST CO	19,365	0.03%	$411K	-989 (-4.9%)
144	Rafferty Asset Management, LLC	18,820	0.03%	$399K	+5,070 (+36.9%)
145	BNP PARIBAS FINANCIAL MARKETS	18,579	0.03%	$394K	-62,876 (-77.2%)
146	Envestnet Portfolio Solutions, Inc.	18,499	0.03%	$393K	-989 (-5.1%)
147	VIRGINIA RETIREMENT SYSTEMS ET Al	17,900	0.03%	$380K	+300 (+1.7%)
148	CoreCap Advisors, LLC	17,404	0.03%	$369K	-2,899 (-14.3%)
149	Police & Firemen's Retirement System of New Jersey	16,860	0.03%	$358K	+2,287 (+15.7%)
150	Krane Funds Advisors LLC	15,987	0.03%	$339K	-12,791 (-44.4%)
151	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	15,737	0.03%	$334K	—
152	Zurcher Kantonalbank (Zurich Cantonalbank)	15,612	0.03%	$331K	—
153	Brevan Howard Capital Management LP	14,801	0.03%	$314K	-7,716 (-34.3%)
154	NISA INVESTMENT ADVISORS, LLC	14,572	0.02%	$315K	+664 (+4.8%)
155	ARIZONA STATE RETIREMENT SYSTEM	14,433	0.02%	$306K	+121 (+0.8%)
156	AMALGAMATED BANK	14,183	0.02%	$301K	-835 (-5.6%)
157	YOUSIF CAPITAL MANAGEMENT, LLC	13,866	0.02%	$294K	+11 (+0.1%)
158	CIBC WORLD MARKET INC.	13,632	0.02%	$289K	-314 (-2.3%)
159	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	13,151	0.02%	$279K	—
160	WBI INVESTMENTS, LLC	13,049	0.02%	$277K	-2,435 (-15.7%)
161	BOOTHBAY FUND MANAGEMENT, LLC	12,797	0.02%	$272K	-4,363 (-25.4%)
162	Optimist Retirement Group LLC	12,454	0.02%	$264K	—
163	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	12,441	0.02%	$264K	-447 (-3.5%)
164	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	11,916	0.02%	$253K	—
165	Vanguard Investments Australia, Ltd.	11,817	0.02%	$251K	—
166	KLP KAPITALFORVALTNING AS	11,800	0.02%	$254K	—
167	CAPTRUST FINANCIAL ADVISORS	11,710	0.02%	$248K	NEW
168	JUPITER ASSET MANAGEMENT LTD	11,588	0.02%	$246K	NEW
169	STEPHENS INC /AR/	11,563	0.02%	$245K	—
170	FIFTH THIRD BANCORP	11,337	0.02%	$241K	-966 (-7.9%)
171	SummitTX Capital, L.P.	11,180	0.02%	$237K	NEW
172	Tower Research Capital LLC (TRC)	11,168	0.02%	$237K	+46 (+0.4%)
173	MOODY NATIONAL BANK TRUST DIVISION	10,719	0.02%	$227K	NEW
174	Tidal Investments LLC	10,596	0.02%	$225K	-1,417 (-11.8%)
175	ALLSTATE CORP	9,584	0.02%	$203K	NEW
176	SAXON INTERESTS, INC.	9,495	0.02%	$201K	NEW
177	WOLVERINE ASSET MANAGEMENT LLC	8,652	0.01%	$184K	—
178	NATIONAL BANK OF CANADA /FI/	8,594	0.01%	$182K	-7 (-0.1%)
179	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	6,390	0.01%	$136K	—
180	Palouse Capital Management, Inc.	5,807	0.01%	$123K	+500 (+9.4%)
181	Arax Advisory Partners	5,690	0.01%	$121K	+5,635 (+10245.5%)
182	PNC Financial Services Group, Inc.	5,309	0.01%	$113K	+1,624 (+44.1%)
183	Ameritas Investment Partners, Inc.	5,015	0.01%	$106K	+627 (+14.3%)
184	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	4,330	0.01%	$92K	+590 (+15.8%)
185	Rockefeller Capital Management L.P.	4,281	0.01%	$91K	+3,712 (+652.4%)
186	GAMMA Investing LLC	3,360	0.01%	$71K	+518 (+18.2%)
187	HANTZ FINANCIAL SERVICES, INC.	3,310	0.01%	$70K	-346 (-9.5%)
188	Pinnacle Wealth Planning Services, Inc.	2,754	0.00%	$58K	+12 (+0.4%)
189	Security National Bank	2,470	0.00%	$52K	+1 (+0.0%)
190	KBC Group NV	2,454	0.00%	$52K	—
191	Allworth Financial LP	2,352	0.00%	$50K	+1,625 (+223.5%)
192	Quantbot Technologies LP	2,167	0.00%	$46K	NEW
193	SIGNATUREFD, LLC	1,748	0.00%	$37K	+976 (+126.4%)
194	NOMURA ASSET MANAGEMENT CO LTD	1,500	0.00%	$32K	—
195	Clearstead Advisors, LLC	1,344	0.00%	$29K	+144 (+12.0%)
196	Salomon & Ludwin, LLC	1,303	0.00%	$27K	+877 (+205.9%)
197	IFP Advisors, Inc	1,214	0.00%	$26K	+910 (+299.3%)
198	Versant Capital Management, Inc	1,193	0.00%	$25K	-943 (-44.1%)
199	Sterling Capital Management LLC	1,114	0.00%	$24K	-149 (-11.8%)
200	DekaBank Deutsche Girozentrale	1,082	0.00%	$19K	—
201	WOLFF WIESE MAGANA LLC	1,000	0.00%	$21K	—
202	Farther Finance Advisors, LLC	821	0.00%	$17K	+471 (+134.6%)
203	ISLAY CAPITAL MANAGEMENT, LLC	750	0.00%	$16K	NEW
204	EverSource Wealth Advisors, LLC	653	0.00%	$14K	+296 (+82.9%)
205	Purpose Unlimited Inc.	600	0.00%	$13K	NEW
206	Essential Partners LLC	597	0.00%	$13K	+373 (+166.5%)
207	LANARK FINANCIAL, INC.	545	0.00%	$12K	+10 (+1.9%)
208	Walleye Capital LLC	537	0.00%	$11K	NEW
209	Covestor Ltd	512	0.00%	$11K	+62 (+13.8%)
210	UMB Bank, n.a.	489	0.00%	$10K	-22 (-4.3%)
211	ROTHSCHILD INVESTMENT LLC	461	0.00%	$10K	+276 (+149.2%)
212	US BANCORP \DE\	448	0.00%	$10K	+64 (+16.7%)
213	AdvisorNet Financial, Inc	432	0.00%	$9K	—
214	Larson Financial Group LLC	406	0.00%	$9K	-73 (-15.2%)
215	True Wealth Design, LLC	384	0.00%	$8K	+146 (+61.3%)
216	Front Row Advisors LLC	374	0.00%	$7K	—
217	Nykredit A/S	367	0.00%	$8K	NEW
218	Physician Wealth Advisors, Inc.	338	0.00%	$7K	—
219	BARROW HANLEY MEWHINNEY & STRAUSS LLC	335	0.00%	$7K	—
220	Optiver Holding B.V.	312	0.00%	$7K	NEW
221	Parallel Advisors, LLC	291	0.00%	$6K	+40 (+15.9%)
222	Private Wealth Asset Management, LLC	269	0.00%	$6K	—
223	BESSEMER GROUP INC	259	0.00%	$6K	—
224	Steward Partners Investment Advisory, LLC	250	0.00%	$5K	—
225	Main Street Group, LTD	240	0.00%	$5K	—
226	LOS ANGELES CAPITAL MANAGEMENT LLC	224	0.00%	$5K	-920 (-80.4%)
227	HARBOUR INVESTMENTS, INC.	151	0.00%	$3K	NEW
228	SJS Investment Consulting Inc.	136	0.00%	$3K	+129 (+1842.9%)
229	JONES FINANCIAL COMPANIES LLLP	132	0.00%	$3K	—
230	Parkside Financial Bank & Trust	107	0.00%	$2K	—
231	Silver Grove Financial Group, Inc.	98	0.00%	$2K	NEW
232	SBI Securities Co., Ltd.	85	0.00%	$2K	-37 (-30.3%)
233	Wealth Enhancement Trust Services, Inc.	66	0.00%	$1K	NEW
234	Stone House Investment Management, LLC	59	0.00%	$1K	-82 (-58.2%)
235	Cedar Mountain Advisors, LLC	56	0.00%	$1K	—
236	Cornerstone Financial Management LLC	54	0.00%	$1K	—
237	Hilton Head Capital Partners, LLC	51	0.00%	$1K	—
238	Aster Capital Management (DIFC) Ltd	50	0.00%	$1K	-203 (-80.2%)
239	Arlington Trust Co LLC	44	0.00%	$934	—
240	Fulcrum Asset Management LLP	40	0.00%	$834	NEW
241	Capital Advisors, Ltd. LLC	38	0.00%	$1K	+2 (+5.6%)
242	FARMERS & MERCHANTS INVESTMENTS INC	35	0.00%	$743	—
243	WealthCollab, LLC	31	0.00%	$658	NEW
244	Avion Wealth	29	0.00%	$0	NEW
245	Paladin Partners, LLC	25	0.00%	$531	—
246	Godfrey Financial Associates, Inc.	25	0.00%	$531	—
247	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	24	0.00%	$509	—
248	MassMutual Private Wealth & Trust, FSB	23	0.00%	$488	-17 (-42.5%)
249	Trust Co	16	0.00%	$340	—
250	Smartleaf Asset Management LLC	15	0.00%	$313	—

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

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	−40,815
Man Group plc	−31,469
JANUS HENDERSON GROUP PLC	−23,555
STATE OF WISCONSIN INVESTMENT BOARD	−15,739
MILLINGTON SECURITIES, LLC	−15,484
MANGROVE PARTNERS IM, LLC	−13,603
ALPS ADVISORS INC	−12,367
Jefferies Financial Group Inc.	−12,211
CWM, LLC	−10,396
Brooklyn Investment Group	−10,344
SIMPLEX TRADING, LLC	−6,609
MAI Capital Management	−522
Advisory Services Network, LLC	−307
FEDERATED HERMES, INC.	−247
Bare Financial Services, Inc	−193
Quarry LP	−190
QUADRANT CAPITAL GROUP LLC	−71
Wealth Preservation Advisors, LLC	−63
Sunbelt Securities, Inc.	−32
Investors Portfolio Services LLC	−20
Kilter Group LLC	−3
Keating Financial Advisory Services, Inc.	−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
Abigail P. Johnson	SCHEDULE 13G/A	2026-08-06	2026-06-30	3,312,579.34	5.7%
FMR LLC	SCHEDULE 13G/A	2026-08-06	2026-06-30	3,312,579.34	5.7%
Allred Aaron R	SCHEDULE 13G/A	2026-07-22	2026-06-30	1,821,642	3.1%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-29	2026-03-31	4,057,098	6.98%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
IEQ CAPITAL, LLC	SCHEDULE 13G	2025-08-14	2025-06-30	4,540,625	7.9%
BlackRock, Inc.	SCHEDULE 13G/A	2025-04-28	2025-03-31	7,860,363	13.7%

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.