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.

AFFILIATED MANAGERS GROUP, INC.

CIK 0001004434AMGMGRMGRBMGRD· quarter ending 2026-06-30

Shares outstanding

25,859,933

as of 2026-08-05 · 10-Q cover page, filed 2026-08-07

Held by 13F filers

25,232,658

97.6% of shares outstanding

Holders

567

+18 vs 2026-03-31 · 78 new, 60 exited

Value

$8.5B

shares +1.6% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-07, as of 2026-08-05)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	AMG · NYSE	25,859,933	25,232,658	97.6%	567	008252108

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

CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
008252108	COM	567	25,232,658	25,859,933	97.6%	$8.5B	7 call / 6 put	13DG	holders →
008252827	Prefnot common	3	179,200	—	—	$4.1M	—	NPORT	holders →
008252850	PUBLICnot common	2	647	—	—	$13K	—	NPORT	holders →
008252843	PUBLICnot common	2	673	—	—	$11K	—	NPORT	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. 5 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 567 · 008252108)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	2,772,736	10.72%	$938.3M	-94,929 (-3.3%)
2	MORGAN STANLEY	1,487,219	5.75%	$503.3M	-245,293 (-14.2%)
3	VANGUARD PORTFOLIO MANAGEMENT LLC	1,391,836	5.38%	$471.0M	+32,043 (+2.4%)
4	VANGUARD CAPITAL MANAGEMENT LLC	1,151,085	4.45%	$389.5M	-23,661 (-2.0%)
5	Boston Partners	1,001,967	3.87%	$339.1M	+30,720 (+3.2%)
6	ARIEL INVESTMENTS, LLC	999,676	3.87%	$338.3M	-64,354 (-6.0%)
7	STATE STREET CORP	883,323	3.42%	$298.9M	-43,410 (-4.7%)
8	MILLENNIUM MANAGEMENT LLC	875,116	3.38%	$296.1M	+869,748 (+16202.5%)
9	FULLER & THALER ASSET MANAGEMENT, INC.	857,756	3.32%	$290.3M	+97,543 (+12.8%)
10	DIMENSIONAL FUND ADVISORS LP	670,195	2.59%	$226.8M	-48,118 (-6.7%)
11	GEODE CAPITAL MANAGEMENT, LLC	590,757	2.28%	$200.0M	-45,021 (-7.1%)
12	LSV ASSET MANAGEMENT	533,611	2.06%	$180.6M	+56,800 (+11.9%)
13	LYRICAL ASSET MANAGEMENT LP	472,886	1.83%	$160.0M	-29,235 (-5.8%)
14	Allianz Asset Management GmbH	453,989	1.76%	$153.6M	-34,753 (-7.1%)
15	BANK OF AMERICA CORP /DE/	432,420	1.67%	$146.3M	+22,842 (+5.6%)
16	Invesco Ltd.	380,623	1.47%	$128.8M	+64,133 (+20.3%)
17	NORGES BANK	361,473	1.40%	$122.3M	NEW
18	NORTHERN TRUST CORP	322,670	1.25%	$109.2M	-26,212 (-7.5%)
19	JANE STREET GROUP, LLC	309,134	1.20%	$104.6M	+56,629 (+22.4%)
20	Channing Capital Management, LLC	302,514	1.17%	$102.4M	-158 (-0.1%)
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	287,795	1.11%	$97.4M	-20,236 (-6.6%)
22	Bank of New York Mellon Corp	281,967	1.09%	$95.4M	-18,298 (-6.1%)
23	Qube Research & Technologies Ltd	268,737	1.04%	$90.9M	+114,504 (+74.2%)
24	GOLDMAN SACHS GROUP INC	258,331	1.00%	$87.4M	+72,974 (+39.4%)
25	Fisher Asset Management, LLC	246,463	0.95%	$83.4M	-6,800 (-2.7%)
26	RAYMOND JAMES FINANCIAL INC	239,235	0.93%	$81.0M	+7,774 (+3.4%)
27	Clarkston Capital Partners, LLC	228,683	0.88%	$77.4M	-85,025 (-27.1%)
28	BRUNI J V & CO /CO	210,094	0.81%	$71.1M	-39,671 (-15.9%)
29	CITADEL ADVISORS LLC	198,492	0.77%	$67.2M	-48,728 (-19.7%)
30	ALLIANCEBERNSTEIN L.P.	189,739	0.73%	$52.5M	-16,364 (-7.9%)
31	Kiltearn Partners LLP	184,586	0.71%	$62.5M	-10,528 (-5.4%)
32	Caisse de depot et placement du Quebec	182,041	0.70%	$61.6M	-38,846 (-17.6%)
33	FMR LLC	177,576	0.69%	$60.1M	-2,399 (-1.3%)
34	UBS Group AG	175,776	0.68%	$59.5M	+46,655 (+36.1%)
35	PRICE T ROWE ASSOCIATES INC /MD/	166,559	0.64%	$56.4M	-17,062 (-9.3%)
36	VANGUARD FIDUCIARY TRUST CO	165,842	0.64%	$56.1M	-6,417 (-3.7%)
37	LORD, ABBETT & CO. LLC	164,477	0.64%	$55.7M	+9,807 (+6.3%)
38	JPMORGAN CHASE & CO	129,402	0.50%	$44.7M	-11,138 (-7.9%)
39	RENAISSANCE TECHNOLOGIES LLC	117,440	0.45%	$39.7M	+7,690 (+7.0%)
40	SEI INVESTMENTS CO	117,142	0.45%	$39.6M	+9,488 (+8.8%)
41	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	116,158	0.45%	$39.3M	+14,422 (+14.2%)
42	Treasurer of the State of North Carolina	113,578	0.44%	$38.4M	+10,050 (+9.7%)
43	Quantinno Capital Management LP	108,737	0.42%	$36.8M	+13,679 (+14.4%)
44	LOOMIS SAYLES & CO L P	103,094	0.40%	$34.9M	+17,149 (+20.0%)
45	WELLS FARGO & COMPANY/MN	93,544	0.36%	$31.7M	+3,351 (+3.7%)
46	FIRST TRUST ADVISORS LP	90,253	0.35%	$30.5M	+34,011 (+60.5%)
47	NEW YORK STATE COMMON RETIREMENT FUND	89,089	0.34%	$30.1M	-2,309 (-2.5%)
48	Arbejdsmarkedets Tillaegspension	88,640	0.34%	$30.0M	-3,309 (-3.6%)
49	Polar Capital Holdings Plc	85,359	0.33%	$28.9M	-1,919 (-2.2%)
50	FRANKLIN RESOURCES INC	83,192	0.32%	$28.2M	-36,423 (-30.5%)
51	Empowered Funds, LLC	81,755	0.32%	$27.7M	+6,183 (+8.2%)
52	VICTORY CAPITAL MANAGEMENT INC	77,188	0.30%	$26.1M	-14,447 (-15.8%)
53	Retirement Systems of Alabama	75,584	0.29%	$25.6M	-10,656 (-12.4%)
54	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	74,871	0.29%	$25.3M	-28,602 (-27.6%)
55	RHUMBLINE ADVISERS	72,260	0.28%	$24.5M	-4,481 (-5.8%)
56	Zurich Insurance Group Ltd/FI	71,322	0.28%	$24.1M	NEW
57	California Public Employees Retirement System	69,073	0.27%	$23.4M	-829 (-1.2%)
58	Capricorn Fund Managers Ltd	69,045	0.27%	$23.4M	NEW
59	NORTH STAR ASSET MANAGEMENT INC	66,968	0.26%	$22.7M	-3,223 (-4.6%)
60	PRINCIPAL FINANCIAL GROUP INC	59,949	0.23%	$20.3M	-2,837 (-4.5%)
61	ENVESTNET ASSET MANAGEMENT INC	59,150	0.23%	$20.0M	-1,948 (-3.2%)
62	Wallace Capital Management Inc.	58,334	0.23%	$19.7M	-4,540 (-7.2%)
63	PRUDENTIAL FINANCIAL INC	56,760	0.22%	$19.2M	+6,145 (+12.1%)
64	VOLORIDGE INVESTMENT MANAGEMENT, LLC	54,070	0.21%	$18.3M	-76,778 (-58.7%)
65	Nuveen, LLC	52,605	0.20%	$17.8M	-12,667 (-19.4%)
66	Engineers Gate Manager LP	51,861	0.20%	$17.5M	+32,023 (+161.4%)
67	Swiss National Bank	50,880	0.20%	$17.2M	-4,720 (-8.5%)
68	STOREBRAND ASSET MANAGEMENT AS	48,257	0.19%	$16.3M	—
69	Moran Wealth Management, LLC	45,453	0.18%	$15.4M	+22,261 (+96.0%)
70	LOS ANGELES CAPITAL MANAGEMENT LLC	44,247	0.17%	$15.0M	+13,024 (+41.7%)
71	AMERIPRISE FINANCIAL INC	43,886	0.17%	$14.9M	+11,116 (+33.9%)
72	Universal- Beteiligungs- und Servicegesellschaft mbH	42,853	0.17%	$14.5M	-2,535 (-5.6%)
73	D. E. Shaw & Co., Inc.	42,839	0.17%	$14.5M	+3,578 (+9.1%)
74	STRS OHIO	42,282	0.16%	$14.3M	+41,629 (+6375.0%)
75	Zurcher Kantonalbank (Zurich Cantonalbank)	41,269	0.16%	$14.0M	+31,325 (+315.0%)
76	Robeco Institutional Asset Management B.V.	39,981	0.15%	$13.5M	-9,310 (-18.9%)
77	DEUTSCHE BANK AG\	39,692	0.15%	$13.4M	-12,244 (-23.6%)
78	Thrivent Financial for Lutherans	38,897	0.15%	$13.2M	-545 (-1.4%)
79	Legal & General Group Plc	37,566	0.15%	$12.7M	-3,248 (-8.0%)
80	BNP PARIBAS FINANCIAL MARKETS	37,364	0.14%	$12.6M	+34,113 (+1049.3%)
81	NORDEA INVESTMENT MANAGEMENT AB	35,681	0.14%	$12.3M	-2,307 (-6.1%)
82	Calamos Advisors LLC	35,430	0.14%	$12.0M	—
83	Livforsakringsbolaget Skandia, Omsesidigt	34,950	0.14%	$11.8M	—
84	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	34,501	0.13%	$11.7M	+22,197 (+180.4%)
85	Goodman Financial Corp	32,962	0.13%	$11.2M	+470 (+1.4%)
86	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	32,841	0.13%	$11.1M	-1,987 (-5.7%)
87	ZACKS INVESTMENT MANAGEMENT	32,115	0.12%	$10.9M	-609 (-1.9%)
88	INTECH INVESTMENT MANAGEMENT LLC	31,878	0.12%	$10.8M	+6,709 (+26.7%)
89	CAPITAL FUND MANAGEMENT S.A.	30,813	0.12%	$10.4M	NEW
90	Russell Investments Group, Ltd.	29,925	0.12%	$10.1M	-62,421 (-67.6%)
91	PEAK6 LLC	29,555	0.11%	$10.0M	NEW
92	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	29,271	0.11%	$9.9M	-3,581 (-10.9%)
93	NICOLA WEALTH MANAGEMENT LTD.	29,000	0.11%	$9.8M	—
94	BARCLAYS PLC	27,997	0.11%	$9.5M	+10,002 (+55.6%)
95	Illinois Municipal Retirement Fund	27,839	0.11%	$9.4M	+6,472 (+30.3%)
96	ASSETMARK, INC	27,179	0.11%	$9.2M	-306 (-1.1%)
97	SCHRODER INVESTMENT MANAGEMENT GROUP	27,045	0.10%	$9.3M	+7,188 (+36.2%)
98	Schonfeld Strategic Advisors LLC	26,713	0.10%	$9.0M	-39,541 (-59.7%)
99	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	26,489	0.10%	$9.0M	-12,330 (-31.8%)
100	CHASE INVESTMENT COUNSEL CORP	25,935	0.10%	$8.8M	+7,557 (+41.1%)
101	VANGUARD ASSET MANAGEMENT, Ltd	25,306	0.10%	$8.6M	+916 (+3.8%)
102	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	24,858	0.10%	$8.4M	—
103	Corient Private Wealth LP	24,591	0.10%	$8.3M	-7,545 (-23.5%)
104	Sterling Capital Management LLC	24,092	0.09%	$8.2M	+566 (+2.4%)
105	Man Group plc	24,043	0.09%	$8.1M	-66,505 (-73.4%)
106	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	24,030	0.09%	$8.1M	-194 (-0.8%)
107	ALGERT GLOBAL LLC	23,607	0.09%	$8.0M	+900 (+4.0%)
108	STATE OF WISCONSIN INVESTMENT BOARD	23,457	0.09%	$7.9M	+12,465 (+113.4%)
109	MARSHALL WACE, LLP	23,398	0.09%	$7.9M	+20,998 (+874.9%)
110	Mitsubishi UFJ Trust & Banking Corp	22,413	0.09%	$7.6M	-3,985 (-15.1%)
111	Amplius Wealth Advisors, LLC	21,766	0.08%	$7.4M	+2,150 (+11.0%)
112	Horizon Investments, LLC	20,628	0.08%	$7.0M	+1,440 (+7.5%)
113	WELLINGTON MANAGEMENT GROUP LLP	20,256	0.08%	$6.9M	-347 (-1.7%)
114	VAN ECK ASSOCIATES CORP	20,250	0.08%	$6.9M	NEW
115	REINHART PARTNERS, LLC.	19,657	0.08%	$6.7M	-6,628 (-25.2%)
116	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	19,530	0.08%	$6.6M	+12,106 (+163.1%)
117	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	19,465	0.08%	$6.6M	+6,732 (+52.9%)
118	CANADA LIFE ASSURANCE Co	19,203	0.07%	$6.5M	+1,763 (+10.1%)
119	Seascape Capital Management	18,717	0.07%	$6.3M	+100 (+0.5%)
120	MANUFACTURERS LIFE INSURANCE COMPANY, THE	18,406	0.07%	$6.2M	-1,176 (-6.0%)
121	Inspire Investing, LLC	18,365	0.07%	$6.2M	+6,519 (+55.0%)
122	Poehling Capital Management, INC.	18,047	0.07%	$6.1M	-145 (-0.8%)
123	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	17,920	0.07%	$6.1M	-2,040 (-10.2%)
124	Squarepoint Ops LLC	17,642	0.07%	$6.0M	+12,529 (+245.0%)
125	Creative Planning	16,614	0.06%	$5.6M	+4,829 (+41.0%)
126	BANK OF MONTREAL /CAN/	16,429	0.06%	$5.6M	+300 (+1.9%)
127	State of Alaska, Department of Revenue	16,015	0.06%	$5.4M	-1,780 (-10.0%)
128	Pathstone Holdings, LLC	15,825	0.06%	$5.4M	+99 (+0.6%)
129	Vanguard Global Advisers, LLC	15,552	0.06%	$5.3M	-1,161 (-6.9%)
130	Long Road Investment Counsel, LLC	15,481	0.06%	$5.2M	-100 (-0.6%)
131	CREDIT AGRICOLE S A	15,278	0.06%	$5.2M	—
132	Moody Aldrich Partners LLC	15,111	0.06%	$5.1M	—
133	ROYAL BANK OF CANADA	14,942	0.06%	$5.1M	+2,726 (+22.3%)
134	Strategic Global Advisors, LLC	14,706	0.06%	$5.0M	NEW
135	Crossmark Global Holdings, Inc.	14,613	0.06%	$4.9M	-2,374 (-14.0%)
136	Fulcrum Asset Management LLP	14,166	0.05%	$4.9M	NEW
137	Concentric Capital Strategies, LP	13,825	0.05%	$4.7M	+3,732 (+37.0%)
138	Carnegie Investment Counsel	13,252	0.05%	$4.5M	-360 (-2.6%)
139	Kestra Advisory Services, LLC	12,912	0.05%	$4.4M	+102 (+0.8%)
140	MetLife Investment Management, LLC	12,703	0.05%	$4.3M	-1,122 (-8.1%)
141	AMALGAMATED BANK	11,879	0.05%	$4.0M	-1,852 (-13.5%)
142	LPL Financial LLC	11,816	0.05%	$4.0M	+1,007 (+9.3%)
143	BLAIR WILLIAM & CO/IL	11,787	0.05%	$4.0M	-96 (-0.8%)
144	Ensign Peak Advisors, Inc	11,735	0.05%	$4.0M	+2,906 (+32.9%)
145	TUDOR INVESTMENT CORP ET AL	11,687	0.05%	$4.0M	-217 (-1.8%)
146	Police & Firemen's Retirement System of New Jersey	11,568	0.04%	$3.9M	-48 (-0.4%)
147	CITIGROUP INC	11,426	0.04%	$3.9M	+5,238 (+84.6%)
148	State of Tennessee, Department of Treasury	11,360	0.04%	$3.8M	-250 (-2.2%)
149	VOYA INVESTMENT MANAGEMENT LLC	11,241	0.04%	$3.8M	+1,056 (+10.4%)
150	&PARTNERS	11,068	0.04%	$3.7M	-244 (-2.2%)
151	Mubadala Investment Co PJSC	10,966	0.04%	$3.7M	+904 (+9.0%)
152	CWC Advisors, LLC.	10,932	0.04%	$3.7M	-377 (-3.3%)
153	Jupiter Topco LLC	10,930	0.04%	$3.7M	NEW
154	Henshaw Capital LLC	10,760	0.04%	$3.6M	-782 (-6.8%)
155	NEUBERGER BERMAN GROUP LLC	10,739	0.04%	$3.6M	+2,288 (+27.1%)
156	Altar Rock LLC	10,722	0.04%	$3.6M	-2,747 (-20.4%)
157	Oliver Luxxe Assets LLC	10,344	0.04%	$3.5M	-2,757 (-21.0%)
158	NATIXIS ADVISORS, LLC	10,292	0.04%	$3.5M	NEW
159	Militia Capital Management LLC	10,052	0.04%	$3.4M	NEW
160	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	9,796	0.04%	$3.3M	-983 (-9.1%)
161	Vanguard Personalized Indexing Management, LLC	9,554	0.04%	$3.2M	+425 (+4.7%)
162	Susquehanna Portfolio Strategies, LLC	9,510	0.04%	$3.2M	-16,613 (-63.6%)
163	RITHOLTZ WEALTH MANAGEMENT	9,502	0.04%	$3.2M	+2,016 (+26.9%)
164	OPPENHEIMER ASSET MANAGEMENT INC.	9,216	0.04%	$3.1M	-2,099 (-18.6%)
165	Carrera Capital Advisors	9,156	0.04%	$3.1M	-13 (-0.1%)
166	Handelsbanken Fonder AB	9,100	0.04%	$3.1M	-1,000 (-9.9%)
167	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	9,062	0.04%	$3.1M	—
168	IEQ CAPITAL, LLC	9,036	0.03%	$3.1M	+2,506 (+38.4%)
169	Mariner, LLC	8,677	0.03%	$2.9M	+245 (+2.9%)
170	State of New Jersey Common Pension Fund D	8,629	0.03%	$2.9M	-396 (-4.4%)
171	Genus Capital Management Inc.	8,371	0.03%	$2.8M	+1,381 (+19.8%)
172	FIFTH THIRD BANCORP	8,364	0.03%	$2.8M	-1,385 (-14.2%)
173	NISA INVESTMENT ADVISORS, LLC	8,331	0.03%	$2.8M	-15,939 (-65.7%)
174	HRT FINANCIAL LP	8,250	0.03%	$2.8M	NEW
175	Brevan Howard Capital Management LP	7,976	0.03%	$2.7M	-4,762 (-37.4%)
176	KLP KAPITALFORVALTNING AS	7,840	0.03%	$2.7M	-560 (-6.7%)
177	Louisiana State Employees Retirement System	7,700	0.03%	$2.6M	-500 (-6.1%)
178	BRANT POINT INVESTMENT MANAGEMENT LLC	7,642	0.03%	$2.6M	—
179	YOUSIF CAPITAL MANAGEMENT, LLC	7,627	0.03%	$2.6M	-985 (-11.4%)
180	Janney Montgomery Scott LLC	7,547	0.03%	$2.6M	-3,231 (-30.0%)
181	COMMERCE BANK	7,485	0.03%	$2.5M	-69 (-0.9%)
182	WEDGE CAPITAL MANAGEMENT L L P/NC	7,159	0.03%	$2.4M	-543 (-7.1%)
183	Gradient Investments LLC	7,065	0.03%	$2.4M	-2,535 (-26.4%)
184	ARIZONA STATE RETIREMENT SYSTEM	6,995	0.03%	$2.4M	-732 (-9.5%)
185	Cetera Investment Advisers	6,883	0.03%	$2.3M	+164 (+2.4%)
186	GATEWAY INVESTMENT ADVISERS LLC	6,561	0.03%	$2.2M	+2,777 (+73.4%)
187	Vanguard Investments Australia, Ltd.	6,489	0.03%	$2.2M	-784 (-10.8%)
188	Citadel Investment Advisory, Inc.	6,452	0.02%	$2.2M	—
189	Tidal Investments LLC	6,355	0.02%	$2.2M	+3,589 (+129.8%)
190	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	6,323	0.02%	$2.1M	-725 (-10.3%)
191	SUSQUEHANNA INTERNATIONAL GROUP, LLP	6,283	0.02%	$2.1M	-7,478 (-54.3%)
192	Callan Family Office, LLC	6,241	0.02%	$2.1M	+1,732 (+38.4%)
193	STATE OF MICHIGAN RETIREMENT SYSTEM	6,219	0.02%	$2.1M	-500 (-7.4%)
194	Assenagon Asset Management S.A.	6,022	0.02%	$2.0M	NEW
195	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	5,941	0.02%	$2.0M	-361 (-5.7%)
196	Summit Trail Advisors, LLC	5,873	0.02%	$2.0M	-2,735 (-31.8%)
197	GABELLI FUNDS LLC	5,811	0.02%	$2.0M	+325 (+5.9%)
198	NEW MEXICO EDUCATIONAL RETIREMENT BOARD	5,800	0.02%	$2.0M	—
199	Cerity Partners LLC	5,685	0.02%	$1.9M	+2,468 (+76.7%)
200	JUPITER ASSET MANAGEMENT LTD	5,660	0.02%	$1.9M	—
201	Focus Partners Wealth	5,600	0.02%	$1.9M	+620 (+12.4%)
202	TWO SIGMA INVESTMENTS, LP	5,575	0.02%	$1.9M	+475 (+9.3%)
203	SOUTHEASTERN ASSET MANAGEMENT INC/TN/	5,562	0.02%	$1.9M	—
204	CWA Asset Management Group, LLC	5,501	0.02%	$1.9M	+789 (+16.7%)
205	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	5,496	0.02%	$1.9M	-270 (-4.7%)
206	DARK FOREST CAPITAL MANAGEMENT LP	5,423	0.02%	$1.8M	+4,278 (+373.6%)
207	MERCER GLOBAL ADVISORS INC /ADV	5,414	0.02%	$1.8M	+1,994 (+58.3%)
208	Penn Capital Management Company, LLC	5,397	0.02%	$1.8M	+898 (+20.0%)
209	XTX Topco Ltd	5,388	0.02%	$1.8M	-6,419 (-54.4%)
210	Kennondale Capital Management LLC	5,337	0.02%	$1.8M	-1,639 (-23.5%)
211	SG Americas Securities, LLC	5,307	0.02%	$1.8M	+2,894 (+119.9%)
212	Kestra Investment Management, LLC	5,293	0.02%	$1.8M	+2,217 (+72.1%)
213	Campbell & CO Investment Adviser LLC	5,202	0.02%	$1.8M	-10,230 (-66.3%)
214	OP Asset Management Ltd	5,170	0.02%	$1.7M	-2,220 (-30.0%)
215	EXCHANGE TRADED CONCEPTS, LLC	5,162	0.02%	$1.7M	+4,330 (+520.4%)
216	Oak Thistle LLC	5,106	0.02%	$1.7M	-26,729 (-84.0%)
217	HSBC HOLDINGS PLC	5,078	0.02%	$1.7M	-4,266 (-45.7%)
218	Blue Trust, Inc.	5,074	0.02%	$1.7M	+106 (+2.1%)
219	TEACHER RETIREMENT SYSTEM OF TEXAS	4,999	0.02%	$1.7M	-3,017 (-37.6%)
220	FIL Ltd	4,880	0.02%	$1.7M	+3,518 (+258.3%)
221	Ameritas Investment Partners, Inc.	4,861	0.02%	$1.6M	-321 (-6.2%)
222	Arax Advisory Partners	4,809	0.02%	$1.6M	+4,374 (+1005.5%)
223	L2 Asset Management, LLC	4,781	0.02%	$1.6M	-3,924 (-45.1%)
224	FORA Capital, LLC	4,760	0.02%	$1.6M	-9,118 (-65.7%)
225	Hillsdale Investment Management Inc.	4,650	0.02%	$1.6M	+4,560 (+5066.7%)
226	COOKSON PEIRCE & CO INC	4,648	0.02%	$1.6M	-816 (-14.9%)
227	Traub Capital Management LLC	4,551	0.02%	$1.5M	—
228	Polymer Capital Management (US) LLC	4,493	0.02%	$1.5M	+2,559 (+132.3%)
229	TRUIST FINANCIAL CORP	4,454	0.02%	$1.5M	+458 (+11.5%)
230	EVOLVE PRIVATE WEALTH, LLC	4,417	0.02%	$1.5M	+754 (+20.6%)
231	Sequoia Financial Advisors, LLC	4,337	0.02%	$1.5M	-201 (-4.4%)
232	Virtu Financial LLC	4,227	0.02%	$1.4M	-736 (-14.8%)
233	OneDigital Investment Advisors LLC	4,109	0.02%	$1.4M	-993 (-19.5%)
234	US BANCORP \DE\	4,084	0.02%	$1.4M	+423 (+11.6%)
235	Welch & Forbes LLC	4,072	0.02%	$1.4M	+572 (+16.3%)
236	Rockefeller Capital Management L.P.	4,006	0.02%	$1.4M	-39 (-1.0%)
237	DELPHI MANAGEMENT INC /MA/	3,965	0.02%	$1.3M	NEW
238	Pictet Asset Management Holding SA	3,939	0.02%	$1.3M	-455 (-10.4%)
239	Pacer Advisors, Inc.	3,933	0.02%	$1.3M	-486 (-11.0%)
240	MISSION WEALTH MANAGEMENT, LP	3,864	0.01%	$1.3M	NEW
241	CSM Advisors, LLC	3,805	0.01%	$1.3M	+369 (+10.7%)
242	Sepio Capital, LP	3,798	0.01%	$1.3M	+23 (+0.6%)
243	VIRGINIA RETIREMENT SYSTEMS ET Al	3,760	0.01%	$1.3M	NEW
244	Kendall Capital Management	3,685	0.01%	$1.2M	-15 (-0.4%)
245	PRIVATE CLIENT SERVICES, LLC	3,649	0.01%	$1.2M	-2,010 (-35.5%)
246	Vestcor Inc	3,560	0.01%	$1.2M	—
247	HighTower Advisors, LLC	3,424	0.01%	$1.2M	-442 (-11.4%)
248	Redwood Investment Management, LLC	3,397	0.01%	$1.1M	-397 (-10.5%)
249	Alyeska Investment Group, L.P.	3,386	0.01%	$1.1M	NEW
250	LAZARD ASSET MANAGEMENT LLC	3,340	0.01%	$1.1M	+487 (+17.1%)

Exited since 2026-03-31 (60 filers; largest 25 shown)

Artisan Partners Limited Partnership	−173,595
Woodline Partners LP	−145,879
Prana Capital Management, LP	−61,489
Freestone Grove Partners LP	−57,832
Point72 Asset Management, L.P.	−44,273
BW Gestao de Investimentos Ltda.	−33,000
Aquatic Capital Management LLC	−13,678
JANUS HENDERSON GROUP PLC	−12,770
Convergence Investment Partners, LLC	−11,152
Candriam S.C.A.	−9,228
Entropy Technologies, LP	−7,832
SkyView Investment Advisors, LLC	−7,015
Bridgewater Associates, LP	−6,491
Anfield Capital Management, LLC	−6,226
Bastion Asset Management Inc.	−6,101
Vise Technologies, Inc.	−5,233
Williamson Legacy Group, LLC	−5,104
ACADIAN ASSET MANAGEMENT LLC	−5,082
MALTESE CAPITAL MANAGEMENT LLC	−4,900
U.S. Capital Wealth Advisors, LLC	−4,751
LGT CAPITAL PARTNERS LTD.	−4,730
ALLSTATE CORP	−4,681
CWM, LLC	−4,130
Magnetar Financial LLC	−4,110
Bridgefront Capital, LLC	−3,760

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
Morgan Stanley	SCHEDULE 13G/A	2026-08-12	2026-06-30	1,458,379	5.5%
Atlanta Capital Management Company, LLC	SCHEDULE 13G/A	2026-08-12	2026-06-30	1,238,446	4.7%
Vanguard Capital Management	SCHEDULE 13G	2026-04-29	2026-03-31	1,386,744	5.19%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-28	2026-03-31	1,368,430	5.12%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
Gerald W. Hakala	SCHEDULE 13G/A	2026-02-13	2025-12-31	904,119	3.21%
Jeffrey A. Hakala	SCHEDULE 13G/A	2026-02-13	2025-12-31	904,119	3.21%
Jeremy J. Modell	SCHEDULE 13G/A	2026-02-13	2025-12-31	904,119	3.21%
Modell Capital LLC	SCHEDULE 13G/A	2026-02-13	2025-12-31	904,119	3.21%
Clarkston Companies, Inc.	SCHEDULE 13G/A	2026-02-13	2025-12-31	904,119	3.21%
Clarkston Capital Partners, LLC	SCHEDULE 13G/A	2026-02-13	2025-12-31	904,119	3.21%
Eaton Vance Atlanta Capital SMID-Cap Fund	SCHEDULE 13G/A	2025-11-07	2025-09-30	1,276,051	4.5%
Israel A. Englander	SCHEDULE 13G/A	2025-10-30	2025-09-30	1,017,113	3.6%
Millennium Group Management LLC	SCHEDULE 13G/A	2025-10-30	2025-09-30	1,017,113	3.6%
Millennium Management LLC	SCHEDULE 13G/A	2025-10-30	2025-09-30	1,017,113	3.6%
Integrated Core Strategies (US) LLC	SCHEDULE 13G/A	2025-10-30	2025-09-30	974,596	3.4%

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.