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.

BANNER CORP

CIK 0000946673BANR· quarter ending 2026-06-30

Shares outstanding

33,984,909

as of 2026-07-31 · 10-Q cover page, filed 2026-08-04

Held by 13F filers

31,539,808

92.8% of shares outstanding

Holders

287

+18 vs 2026-03-31 · 44 new, 26 exited

Value

$2.1B

shares +0.5% 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 2026-08-04, as of 2026-07-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	BANR · NASDAQ	33,984,909	60,816,281	179.0%	—	06652V208, 92552R406

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
	06652V208	COM NEW	287	31,539,808	33,984,909	92.8%	$2.1B	1 call / 1 put	13DG	holders →
	92552R406	COM	205	29,276,473	33,984,909	86.1%	$1.6B	4 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 (250 of 287 · 06652V208)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	4,944,139	14.55%	$328.5M	-55,401 (-1.1%)
2	VANGUARD PORTFOLIO MANAGEMENT LLC	2,257,463	6.64%	$150.0M	-7,696 (-0.3%)
3	DIMENSIONAL FUND ADVISORS LP	2,210,539	6.50%	$146.9M	+33,469 (+1.5%)
4	STATE STREET CORP	2,004,132	5.90%	$133.2M	+134,886 (+7.2%)
5	VANGUARD CAPITAL MANAGEMENT LLC	1,474,168	4.34%	$97.9M	-50,368 (-3.3%)
6	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,320,449	3.89%	$87.7M	+102,883 (+8.4%)
7	GEODE CAPITAL MANAGEMENT, LLC	905,159	2.66%	$60.2M	+42,830 (+5.0%)
8	WELLINGTON MANAGEMENT GROUP LLP	903,281	2.66%	$60.0M	-119,190 (-11.7%)
9	AMERICAN CENTURY COMPANIES INC	862,089	2.54%	$57.3M	+197,093 (+29.6%)
10	MANUFACTURERS LIFE INSURANCE COMPANY, THE	753,986	2.22%	$50.1M	-151,467 (-16.7%)
11	Nuveen, LLC	697,729	2.05%	$46.4M	-21,779 (-3.0%)
12	VICTORY CAPITAL MANAGEMENT INC	662,759	1.95%	$44.0M	-119,614 (-15.3%)
13	MILLENNIUM MANAGEMENT LLC	500,749	1.47%	$33.3M	-44,719 (-8.2%)
14	NORTHERN TRUST CORP	469,412	1.38%	$31.2M	+24,403 (+5.5%)
15	Qube Research & Technologies Ltd	435,298	1.28%	$28.9M	+138,837 (+46.8%)
16	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	411,033	1.21%	$27.3M	+2,169 (+0.5%)
17	DEPRINCE RACE & ZOLLO INC	377,911	1.11%	$25.1M	-97,441 (-20.5%)
18	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	363,197	1.07%	$24.1M	-50,769 (-12.3%)
19	MORGAN STANLEY	339,532	1.00%	$22.6M	+49,439 (+17.0%)
20	RAYMOND JAMES FINANCIAL INC	339,028	1.00%	$22.5M	-4,892 (-1.4%)
21	Fisher Asset Management, LLC	332,241	0.98%	$22.1M	+299 (+0.1%)
22	TWO SIGMA INVESTMENTS, LP	323,292	0.95%	$21.5M	-89,008 (-21.6%)
23	Bank of New York Mellon Corp	308,674	0.91%	$20.5M	+4,248 (+1.4%)
24	Aberdeen Group plc	288,496	0.85%	$19.2M	-26,580 (-8.4%)
25	GOLDMAN SACHS GROUP INC	274,848	0.81%	$18.3M	+31,443 (+12.9%)
26	BRIDGEWAY CAPITAL MANAGEMENT, LLC	272,268	0.80%	$18.1M	+1,304 (+0.5%)
27	PANAGORA ASSET MANAGEMENT INC	271,197	0.80%	$18.0M	+46,247 (+20.6%)
28	FMR LLC	267,815	0.79%	$17.8M	+7,961 (+3.1%)
29	LAZARD ASSET MANAGEMENT LLC	266,318	0.78%	$17.7M	NEW
30	North Reef Capital Management LP	260,156	0.77%	$17.3M	+64,707 (+33.1%)
31	VANGUARD FIDUCIARY TRUST CO	223,011	0.66%	$14.8M	+3,293 (+1.5%)
32	PRINCIPAL FINANCIAL GROUP INC	219,146	0.64%	$14.6M	+2,925 (+1.4%)
33	AQR CAPITAL MANAGEMENT LLC	213,587	0.63%	$14.2M	+126,190 (+144.4%)
34	D. E. Shaw & Co., Inc.	210,756	0.62%	$14.0M	+20,165 (+10.6%)
35	Allianz Asset Management GmbH	205,772	0.61%	$13.7M	+174,503 (+558.1%)
36	Invesco Ltd.	187,096	0.55%	$12.4M	+11,017 (+6.3%)
37	CITADEL ADVISORS LLC	186,646	0.55%	$12.4M	-35,866 (-16.1%)
38	Ceredex Value Advisors LLC	175,944	0.52%	$11.7M	NEW
39	JPMORGAN CHASE & CO	173,053	0.51%	$11.6M	+124,532 (+256.7%)
40	UBS Group AG	157,436	0.46%	$10.5M	-637,618 (-80.2%)
41	Aristotle Capital Boston, LLC	157,394	0.46%	$10.5M	-31,063 (-16.5%)
42	BANK OF AMERICA CORP /DE/	152,324	0.45%	$10.1M	-19,115 (-11.1%)
43	Stieven Capital Advisors, L.P.	150,756	0.44%	$10.0M	+400 (+0.3%)
44	Empowered Funds, LLC	148,141	0.44%	$9.8M	+1,304 (+0.9%)
45	Public Sector Pension Investment Board	116,739	0.34%	$7.8M	-5,281 (-4.3%)
46	Allspring Global Investments Holdings, LLC	109,493	0.32%	$7.4M	+28,199 (+34.7%)
47	Russell Investments Group, Ltd.	97,770	0.29%	$6.5M	-575 (-0.6%)
48	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	94,520	0.28%	$6.3M	-1,825 (-1.9%)
49	Edgestream Partners, L.P.	93,560	0.28%	$6.2M	+68,749 (+277.1%)
50	AMERIPRISE FINANCIAL INC	93,472	0.28%	$6.2M	+32,967 (+54.5%)
51	SEI INVESTMENTS CO	88,452	0.26%	$5.9M	-14,849 (-14.4%)
52	RHUMBLINE ADVISERS	87,343	0.26%	$5.8M	-9,580 (-9.9%)
53	Phocas Financial Corp.	84,286	0.25%	$5.6M	-4,424 (-5.0%)
54	Emerald Investment Advisers, LLC	83,052	0.24%	$5.5M	+3,686 (+4.6%)
55	WELLS FARGO & COMPANY/MN	80,325	0.24%	$5.3M	+24,938 (+45.0%)
56	Legal & General Group Plc	78,451	0.23%	$5.2M	+968 (+1.2%)
57	PEREGRINE CAPITAL MANAGEMENT LLC	78,288	0.23%	$5.2M	-6,857 (-8.1%)
58	BAYVIEW ASSET MANAGEMENT, LLC	77,500	0.23%	$5.1M	+17,500 (+29.2%)
59	FIRST TRUST ADVISORS LP	77,009	0.23%	$5.1M	+7,712 (+11.1%)
60	STATE OF WISCONSIN INVESTMENT BOARD	70,758	0.21%	$4.7M	-5,987 (-7.8%)
61	Swiss National Bank	68,000	0.20%	$4.5M	+600 (+0.9%)
62	MARTINGALE ASSET MANAGEMENT L P	61,353	0.18%	$4.1M	+25,796 (+72.5%)
63	Siena Capital Partners GP, LLC	60,973	0.18%	$4.0M	—
64	ExodusPoint Capital Management, LP	52,830	0.16%	$3.5M	-19,495 (-27.0%)
65	XTX Topco Ltd	50,443	0.15%	$3.4M	+41,845 (+486.7%)
66	STIFEL FINANCIAL CORP	50,248	0.15%	$3.3M	-1,071 (-2.1%)
67	FRANKLIN RESOURCES INC	48,803	0.14%	$3.2M	+1,634 (+3.5%)
68	PRICE T ROWE ASSOCIATES INC /MD/	46,826	0.14%	$3.1M	+7,955 (+20.5%)
69	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	43,653	0.13%	$2.9M	-17,395 (-28.5%)
70	BW Gestao de Investimentos Ltda.	42,500	0.13%	$2.8M	-57,500 (-57.5%)
71	ALLIANCEBERNSTEIN L.P.	41,486	0.12%	$2.5M	+7,397 (+21.7%)
72	PRUDENTIAL FINANCIAL INC	41,004	0.12%	$2.7M	+6,140 (+17.6%)
73	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	39,591	0.12%	$2.6M	-1,069 (-2.6%)
74	Focus Partners Wealth	39,210	0.12%	$2.6M	-26,343 (-40.2%)
75	Balyasny Asset Management L.P.	38,068	0.11%	$2.5M	+26,309 (+223.7%)
76	CITIGROUP INC	37,691	0.11%	$2.5M	+7,023 (+22.9%)
77	Schonfeld Strategic Advisors LLC	37,456	0.11%	$2.5M	+13,245 (+54.7%)
78	DEUTSCHE BANK AG\	37,010	0.11%	$2.5M	+3,860 (+11.6%)
79	Y-Intercept (Hong Kong) Ltd	35,352	0.10%	$2.3M	-19,487 (-35.5%)
80	BNP PARIBAS FINANCIAL MARKETS	35,204	0.10%	$2.3M	+24,490 (+228.6%)
81	Thrivent Financial for Lutherans	35,202	0.10%	$2.3M	+10,048 (+39.9%)
82	VOYA INVESTMENT MANAGEMENT LLC	34,956	0.10%	$2.3M	+1,015 (+3.0%)
83	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	32,683	0.10%	$2.2M	+13,821 (+73.3%)
84	VANGUARD ASSET MANAGEMENT, Ltd	31,141	0.09%	$2.1M	+3,099 (+11.1%)
85	Rosenthal \| Henry Capital Advisors, Inc.	30,877	0.09%	$2.1M	—
86	WESBANCO BANK INC	29,969	0.09%	$2.0M	+7,800 (+35.2%)
87	Vanguard Global Advisers, LLC	29,909	0.09%	$2.0M	-599 (-2.0%)
88	CANADA LIFE ASSURANCE Co	28,897	0.09%	$1.9M	-1,037 (-3.5%)
89	CAPITAL FUND MANAGEMENT S.A.	28,567	0.08%	$1.9M	NEW
90	Mirae Asset Global Investments Co., Ltd.	28,385	0.08%	$1.9M	+4,521 (+18.9%)
91	NEW YORK STATE COMMON RETIREMENT FUND	27,868	0.08%	$1.9M	+1,500 (+5.7%)
92	Trexquant Investment LP	27,394	0.08%	$1.8M	-60,145 (-68.7%)
93	CAMBIAR INVESTORS LLC	26,147	0.08%	$1.7M	+4,295 (+19.7%)
94	CALDWELL SUTTER CAPITAL, INC.	26,074	0.08%	$1.7M	-2,187 (-7.7%)
95	MERCER GLOBAL ADVISORS INC /ADV	26,016	0.08%	$1.7M	+7,091 (+37.5%)
96	SG Americas Securities, LLC	24,055	0.07%	$1.6M	-24,453 (-50.4%)
97	Rafferty Asset Management, LLC	22,474	0.07%	$1.5M	-5,117 (-18.5%)
98	Cascade Investment Advisors, Inc.	22,305	0.07%	$1.5M	-300 (-1.3%)
99	Engineers Gate Manager LP	22,137	0.07%	$1.5M	-376 (-1.7%)
100	Point72 Asset Management, L.P.	21,854	0.06%	$1.5M	-29,986 (-57.8%)
101	Horizon Investments, LLC	20,482	0.06%	$1.4M	+8,527 (+71.3%)
102	Sovran Advisors, LLC	20,459	0.06%	$1.4M	+836 (+4.3%)
103	MetLife Investment Management, LLC	19,754	0.06%	$1.3M	-177 (-0.9%)
104	Petiole USA ltd	19,615	0.06%	$1.3M	-11,470 (-36.9%)
105	ENVESTNET ASSET MANAGEMENT INC	19,327	0.06%	$1.3M	+77 (+0.4%)
106	CAPSTONE INVESTMENT ADVISORS, LLC	18,269	0.05%	$1.2M	+10,563 (+137.1%)
107	State of Tennessee, Department of Treasury	18,244	0.05%	$1.2M	+10,427 (+133.4%)
108	Quantinno Capital Management LP	18,111	0.05%	$1.2M	+8,742 (+93.3%)
109	Illinois Municipal Retirement Fund	17,681	0.05%	$1.2M	+319 (+1.8%)
110	Voleon Capital Management LP	17,422	0.05%	$1.2M	NEW
111	Roehl & Yi Investment Advisors, LLC	17,378	0.05%	$1.2M	—
112	DIVERSIFIED TRUST CO	17,099	0.05%	$1.1M	+2,799 (+19.6%)
113	CSM Advisors, LLC	16,967	0.05%	$1.1M	+9,039 (+114.0%)
114	Mariner, LLC	16,767	0.05%	$1.1M	+11,542 (+220.9%)
115	LPL Financial LLC	16,148	0.05%	$1.1M	+346 (+2.2%)
116	ROYAL BANK OF CANADA	15,954	0.05%	$1.1M	-1,059 (-6.2%)
117	ACADIAN ASSET MANAGEMENT LLC	15,897	0.05%	$1.1M	NEW
118	Universal- Beteiligungs- und Servicegesellschaft mbH	15,677	0.05%	$1.0M	+814 (+5.5%)
119	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	15,624	0.05%	$1.0M	-172 (-1.1%)
120	Jupiter Topco LLC	15,072	0.04%	$1.0M	NEW
121	Amundi	14,901	0.04%	$990K	+142 (+1.0%)
122	Louisiana State Employees Retirement System	14,900	0.04%	$990K	-200 (-1.3%)
123	BAILARD, INC.	14,689	0.04%	$976K	+289 (+2.0%)
124	BARCLAYS PLC	14,630	0.04%	$972K	-13,878 (-48.7%)
125	Jump Financial, LLC	14,594	0.04%	$970K	+7,475 (+105.0%)
126	Entropy Technologies, LP	14,454	0.04%	$960K	-8,600 (-37.3%)
127	NATIXIS ADVISORS, LLC	13,890	0.04%	$922K	+1,195 (+9.4%)
128	State of Alaska, Department of Revenue	12,679	0.04%	$842K	-5,631 (-30.8%)
129	OCCUDO QUANTITATIVE STRATEGIES LP	12,248	0.04%	$814K	+1,368 (+12.6%)
130	HARBOR CAPITAL ADVISORS, INC.	11,115	0.03%	$738K	+944 (+9.3%)
131	Holocene Advisors, LP	11,070	0.03%	$735K	+4,846 (+77.9%)
132	HANCOCK WHITNEY CORP	10,858	0.03%	$721K	-42 (-0.4%)
133	Sippican Capital Advisors	10,640	0.03%	$707K	-1,315 (-11.0%)
134	FIFTH THIRD BANCORP	10,532	0.03%	$700K	+259 (+2.5%)
135	Zurcher Kantonalbank (Zurich Cantonalbank)	10,183	0.03%	$677K	+787 (+8.4%)
136	Police & Firemen's Retirement System of New Jersey	10,097	0.03%	$671K	+663 (+7.0%)
137	MIRABELLA FINANCIAL SERVICES LLP	9,703	0.03%	$645K	+5,831 (+150.6%)
138	Quadrature Capital Ltd	9,595	0.03%	$637K	NEW
139	BENJAMIN EDWARDS INC	9,387	0.03%	$624K	+280 (+3.1%)
140	ARIZONA STATE RETIREMENT SYSTEM	9,346	0.03%	$621K	-17 (-0.2%)
141	VOLORIDGE INVESTMENT MANAGEMENT, LLC	9,301	0.03%	$618K	-20,562 (-68.9%)
142	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	9,291	0.03%	$617K	—
143	CAPTRUST FINANCIAL ADVISORS	9,145	0.03%	$608K	+2,289 (+33.4%)
144	AMALGAMATED BANK	9,123	0.03%	$606K	-693 (-7.1%)
145	YOUSIF CAPITAL MANAGEMENT, LLC	9,086	0.03%	$604K	+37 (+0.4%)
146	NEUBERGER BERMAN GROUP LLC	9,012	0.03%	$599K	+1,391 (+18.3%)
147	Sequoia Financial Advisors, LLC	8,898	0.03%	$591K	+54 (+0.6%)
148	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	8,665	0.03%	$576K	—
149	Vanguard Investments Australia, Ltd.	8,196	0.02%	$545K	—
150	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	8,055	0.02%	$535K	-377 (-4.5%)
151	HENNESSY ADVISORS INC	8,000	0.02%	$532K	—
152	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	7,879	0.02%	$532K	NEW
153	Cerity Partners LLC	7,864	0.02%	$522K	+2,171 (+38.1%)
154	JONES FINANCIAL COMPANIES LLLP	7,844	0.02%	$532K	+934 (+13.5%)
155	PRINCETON CAPITAL MANAGEMENT LLC	7,781	0.02%	$517K	+500 (+6.9%)
156	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	7,757	0.02%	$515K	—
157	WestHill Financial Advisors, Inc.	7,652	0.02%	$508K	NEW
158	INTECH INVESTMENT MANAGEMENT LLC	7,455	0.02%	$495K	-594 (-7.4%)
159	KLP KAPITALFORVALTNING AS	7,400	0.02%	$492K	—
160	Tradewinds Capital Management, LLC	6,992	0.02%	$465K	—
161	Handelsbanken Fonder AB	6,944	0.02%	$461K	—
162	TEACHER RETIREMENT SYSTEM OF TEXAS	6,671	0.02%	$443K	+1,481 (+28.5%)
163	ELEVATION POINT WEALTH PARTNERS, LLC	6,543	0.02%	$435K	+72 (+1.1%)
164	Steward Partners Investment Advisory, LLC	6,539	0.02%	$434K	NEW
165	Wood Tarver Financial Group, LLC	5,863	0.02%	$389K	—
166	IEQ CAPITAL, LLC	5,627	0.02%	$374K	NEW
167	Jain Global LLC	5,612	0.02%	$373K	NEW
168	MQS Management LLC	5,587	0.02%	$371K	-4,848 (-46.5%)
169	UNITED CAPITAL FINANCIAL ADVISORS, LLC	5,586	0.02%	$371K	+734 (+15.1%)
170	OSAIC HOLDINGS, INC.	5,552	0.02%	$369K	+54 (+1.0%)
171	HighTower Advisors, LLC	5,414	0.02%	$360K	-2,061 (-27.6%)
172	LOS ANGELES CAPITAL MANAGEMENT LLC	5,285	0.02%	$351K	+1,165 (+28.3%)
173	SUSQUEHANNA INTERNATIONAL GROUP, LLP	5,258	0.02%	$349K	-22,861 (-81.3%)
174	Man Group plc	5,207	0.02%	$346K	NEW
175	EntryPoint Capital, LLC	5,194	0.02%	$345K	—
176	Creative Planning	5,106	0.02%	$339K	NEW
177	Pictet Asset Management Holding SA	5,093	0.01%	$338K	—
178	PARADIGM CAPITAL MANAGEMENT INC/NY	5,000	0.01%	$332K	-1,000 (-16.7%)
179	Campbell & CO Investment Adviser LLC	4,990	0.01%	$332K	-6,295 (-55.8%)
180	Maryland State Retirement & Pension System	4,972	0.01%	$330K	—
181	DRW Securities, LLC	4,844	0.01%	$322K	NEW
182	ProShare Advisors LLC	4,839	0.01%	$322K	-407 (-7.8%)
183	KILEY JUERGENS WEALTH MANAGEMENT, LLC	4,724	0.01%	$314K	—
184	Janney Montgomery Scott LLC	4,708	0.01%	$313K	NEW
185	KEYBANK NATIONAL ASSOCIATION/OH	4,536	0.01%	$301K	-148 (-3.2%)
186	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	4,433	0.01%	$295K	+1,115 (+33.6%)
187	Financial Planning Hawaii, Inc.	4,349	0.01%	$289K	-365 (-7.7%)
188	CANADA PENSION PLAN INVESTMENT BOARD	4,100	0.01%	$272K	—
189	Badgley Phelps Wealth Managers, LLC	4,099	0.01%	$272K	—
190	Squarepoint Ops LLC	4,058	0.01%	$270K	-22,311 (-84.6%)
191	EP Wealth Advisors, LLC	4,051	0.01%	$269K	NEW
192	GREAT LAKES ADVISORS, LLC	3,975	0.01%	$264K	-1,111 (-21.8%)
193	PRELUDE CAPITAL MANAGEMENT, LLC	3,951	0.01%	$263K	NEW
194	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	3,891	0.01%	$259K	-11 (-0.3%)
195	Pathstone Holdings, LLC	3,752	0.01%	$249K	NEW
196	nVerses Capital, LLC	3,616	0.01%	$240K	NEW
197	Corient Private Wealth LP	3,486	0.01%	$232K	NEW
198	STRS OHIO	3,400	0.01%	$226K	+700 (+25.9%)
199	Vanguard Personalized Indexing Management, LLC	3,283	0.01%	$218K	NEW
200	XPONANCE LLC	3,276	0.01%	$218K	NEW
201	CIBC Asset Management Inc	3,223	0.01%	$214K	NEW
202	iSAM Funds (UK) Ltd	3,200	0.01%	$213K	NEW
203	PNC Financial Services Group, Inc.	3,152	0.01%	$209K	+58 (+1.9%)
204	TWO SIGMA SECURITIES, LLC	3,145	0.01%	$209K	-491 (-13.5%)
205	Aquatic Capital Management LLC	3,118	0.01%	$207K	+1,584 (+103.3%)
206	PROFUND ADVISORS LLC	3,097	0.01%	$206K	-408 (-11.6%)
207	Ameritas Investment Partners, Inc.	3,079	0.01%	$205K	+231 (+8.1%)
208	Orchard Capital Management, LLC	3,029	0.01%	$201K	NEW
209	Tower Research Capital LLC (TRC)	2,442	0.01%	$162K	-1,366 (-35.9%)
210	Ensign Peak Advisors, Inc	2,080	0.01%	$138K	—
211	NISA INVESTMENT ADVISORS, LLC	2,052	0.01%	$136K	+345 (+20.2%)
212	Global Retirement Partners, LLC	1,978	0.01%	$131K	NEW
213	Gould Capital, LLC	1,933	0.01%	$128K	—
214	KBC Group NV	1,528	0.00%	$102K	—
215	Arax Advisory Partners	1,238	0.00%	$82K	+1,019 (+465.3%)
216	US BANCORP \DE\	1,206	0.00%	$80K	-192 (-13.7%)
217	Amova Asset Management Americas, Inc.	1,056	0.00%	$70K	NEW
218	Freestone Grove Partners LP	930	0.00%	$62K	-19,690 (-95.5%)
219	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	857	0.00%	$57K	-362 (-29.7%)
220	Quantbot Technologies LP	857	0.00%	$57K	-41,755 (-98.0%)
221	Allworth Financial LP	845	0.00%	$56K	+654 (+342.4%)
222	Lodestone Wealth Management LLC	774	0.00%	$51K	+4 (+0.5%)
223	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	746	0.00%	$50K	—
224	ROTHSCHILD INVESTMENT LLC	720	0.00%	$48K	+159 (+28.3%)
225	GAMMA Investing LLC	716	0.00%	$48K	+24 (+3.5%)
226	Versant Capital Management, Inc	714	0.00%	$47K	+171 (+31.5%)
227	Sterling Capital Management LLC	684	0.00%	$45K	-432 (-38.7%)
228	Pinnacle Wealth Planning Services, Inc.	581	0.00%	$39K	+46 (+8.6%)
229	Salomon & Ludwin, LLC	566	0.00%	$38K	—
230	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	549	0.00%	$36K	+30 (+5.8%)
231	Financial Life Planners	500	0.00%	$33K	+4 (+0.8%)
232	Nykredit A/S	427	0.00%	$28K	NEW
233	Rockefeller Capital Management L.P.	398	0.00%	$26K	+334 (+521.9%)
234	BESSEMER GROUP INC	373	0.00%	$25K	—
235	Quarry LP	372	0.00%	$25K	+264 (+244.4%)
236	Smartleaf Asset Management LLC	309	0.00%	$20K	—
237	EverSource Wealth Advisors, LLC	262	0.00%	$17K	-341 (-56.6%)
238	MassMutual Private Wealth & Trust, FSB	250	0.00%	$17K	-30 (-10.7%)
239	Kemnay Advisory Services Inc.	232	0.00%	$15K	+38 (+19.6%)
240	Optiver Holding B.V.	223	0.00%	$15K	NEW
241	Atlantic Union Bankshares Corp	200	0.00%	$13K	—
242	UMB Bank, n.a.	144	0.00%	$10K	+30 (+26.3%)
243	BELLEVUE ASSET MANAGEMENT, LLC	142	0.00%	$9K	—
244	IFP Advisors, Inc	139	0.00%	$9K	+121 (+672.2%)
245	Essential Partners LLC	131	0.00%	$9K	NEW
246	Cheviot Value Management, LLC	110	0.00%	$7K	—
247	Bare Financial Services, Inc	97	0.00%	$6K	+18 (+22.8%)
248	Larson Financial Group LLC	88	0.00%	$6K	+58 (+193.3%)
249	Farther Finance Advisors, LLC	86	0.00%	$6K	-42 (-32.8%)
250	SJS Investment Consulting Inc.	78	0.00%	$5K	+61 (+358.8%)

Exited since 2026-03-31 (26 filers; largest 25 shown)

HRT FINANCIAL LP	−60,739
JANE STREET GROUP, LLC	−52,047
TUDOR INVESTMENT CORP ET AL	−35,416
HSBC HOLDINGS PLC	−28,708
JANUS HENDERSON GROUP PLC	−15,072
CREDIT AGRICOLE S A	−11,000
Connor, Clark & Lunn Investment Management Ltd.	−9,089
Headlands Technologies LLC	−8,072
Brevan Howard Capital Management LP	−7,505
Tidal Investments LLC	−6,886
NATIXIS	−5,200
CWM, LLC	−2,653
Opal Wealth Advisors, LLC	−452
NOMURA ASSET MANAGEMENT CO LTD	−350
Root Financial Partners, LLC	−261
TWIN PEAKS WEALTH ADVISORS, LLC	−236
MAI Capital Management	−225
McIlrath & Eck, LLC	−128
QUADRANT CAPITAL GROUP LLC	−50
Sapience Investments, LLC	−48
Sunbelt Securities, Inc.	−39
PICTON MAHONEY ASSET MANAGEMENT	−20
Wealth Preservation Advisors, LLC	−10
Wall Street Financial Group, Inc.	−9
Vermillion Wealth Management, Inc.	−2

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
Vanguard Capital Management	SCHEDULE 13G	2026-04-29	2026-03-31	1,781,109	5.22%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-29	2026-03-31	2,295,050	6.73%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
Victory Capital Management, Inc.	SCHEDULE 13G/A	2025-10-31	2025-09-30	1,653,358	4.78%
Wellington Group Holdings LLP	SCHEDULE 13G/A	2025-08-12	2025-06-30	1,693,775	4.9%
Wellington Investment Advisors Holdings LLP	SCHEDULE 13G/A	2025-08-12	2025-06-30	1,693,775	4.9%
Wellington Management Group LLP	SCHEDULE 13G/A	2025-08-12	2025-06-30	1,693,775	4.9%

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.