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.

DXP ENTERPRISES INC

CIK 0001020710DXPE· quarter ending 2026-06-30

Shares outstanding

15,517,148

as of 2026-08-03 · 10-Q cover page, filed 2026-08-06

Held by 13F filers

11,702,706

75.4% of shares outstanding

Holders

253

+19 vs 2026-03-31 · 41 new, 22 exited

Value

$2.0B

shares +0.4% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-06, as of 2026-08-03)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	DXPE · NASDAQ	15,517,148	11,702,706	75.4%	253	233377407

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
	233377407	COM NEW	253	11,702,706	15,517,148	75.4%	$2.0B	3 call / 2 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 253 · 233377407)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	FMR LLC	2,325,796	14.99%	$392.5M	-1,467 (-0.1%)
2	BlackRock, Inc.	1,908,032	12.30%	$322.0M	+46,329 (+2.5%)
3	WELLINGTON MANAGEMENT GROUP LLP	825,272	5.32%	$139.3M	-141,389 (-14.6%)
4	VANGUARD CAPITAL MANAGEMENT LLC	552,334	3.56%	$93.2M	+816 (+0.1%)
5	STATE STREET CORP	525,231	3.38%	$88.6M	+23,336 (+4.6%)
6	DIMENSIONAL FUND ADVISORS LP	519,511	3.35%	$87.7M	-117,486 (-18.4%)
7	NEUBERGER BERMAN GROUP LLC	457,671	2.95%	$77.2M	+455,176 (+18243.5%)
8	WASATCH ADVISORS LP	445,575	2.87%	$75.2M	-188,066 (-29.7%)
9	GEODE CAPITAL MANAGEMENT, LLC	338,768	2.18%	$57.2M	+16,102 (+5.0%)
10	VANGUARD PORTFOLIO MANAGEMENT LLC	325,490	2.10%	$54.9M	+10,617 (+3.4%)
11	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	313,392	2.02%	$52.9M	+24,340 (+8.4%)
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	170,608	1.10%	$28.8M	-6,000 (-3.4%)
13	NORTHERN TRUST CORP	150,855	0.97%	$25.5M	+7,414 (+5.2%)
14	JANE STREET GROUP, LLC	145,669	0.94%	$24.6M	+57,084 (+64.4%)
15	Driehaus Capital Management LLC	145,089	0.94%	$24.5M	+468 (+0.3%)
16	KING LUTHER CAPITAL MANAGEMENT CORP	138,248	0.89%	$23.3M	—
17	JPMORGAN CHASE & CO	112,267	0.72%	$18.4M	+25,821 (+29.9%)
18	GOLDMAN SACHS GROUP INC	103,854	0.67%	$17.5M	+25,535 (+32.6%)
19	Public Sector Pension Investment Board	97,421	0.63%	$16.4M	+51,939 (+114.2%)
20	MORGAN STANLEY	96,719	0.62%	$16.3M	+273 (+0.3%)
21	VANGUARD FIDUCIARY TRUST CO	90,409	0.58%	$15.3M	+1,887 (+2.1%)
22	Bank of New York Mellon Corp	80,398	0.52%	$13.6M	-1,905 (-2.3%)
23	FIRST TRUST ADVISORS LP	76,608	0.49%	$12.9M	+7,974 (+11.6%)
24	Rockefeller Capital Management L.P.	75,264	0.49%	$12.7M	-19,156 (-20.3%)
25	RENAISSANCE TECHNOLOGIES LLC	69,209	0.45%	$11.7M	+24,100 (+53.4%)
26	BNP PARIBAS FINANCIAL MARKETS	67,290	0.43%	$11.4M	+14,223 (+26.8%)
27	Invesco Ltd.	64,573	0.42%	$10.9M	-58,795 (-47.7%)
28	PRINCIPAL FINANCIAL GROUP INC	61,432	0.40%	$10.4M	-678 (-1.1%)
29	HENNESSY ADVISORS INC	55,239	0.36%	$9.3M	NEW
30	CONGRESS ASSET MANAGEMENT CO	52,592	0.34%	$8.9M	NEW
31	JACOBS LEVY EQUITY MANAGEMENT, INC	51,057	0.33%	$8.6M	+44,970 (+738.8%)
32	BANK OF AMERICA CORP /DE/	46,039	0.30%	$7.8M	-2,890 (-5.9%)
33	Nuveen, LLC	38,905	0.25%	$6.6M	+8,311 (+27.2%)
34	GLOBEFLEX CAPITAL L P	38,564	0.25%	$6.5M	+848 (+2.2%)
35	RHUMBLINE ADVISERS	37,724	0.24%	$6.4M	-4,439 (-10.5%)
36	AMERICAN CENTURY COMPANIES INC	35,886	0.23%	$6.1M	+582 (+1.6%)
37	RAYMOND JAMES FINANCIAL INC	34,110	0.22%	$5.8M	-17,540 (-34.0%)
38	Legal & General Group Plc	28,876	0.19%	$4.9M	-227 (-0.8%)
39	AMERIPRISE FINANCIAL INC	26,973	0.17%	$4.6M	-1,095 (-3.9%)
40	Swiss National Bank	25,600	0.16%	$4.3M	-700 (-2.7%)
41	AQR CAPITAL MANAGEMENT LLC	25,344	0.16%	$4.3M	+3,329 (+15.1%)
42	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	25,329	0.16%	$4.3M	+650 (+2.6%)
43	ENVESTNET ASSET MANAGEMENT INC	23,829	0.15%	$4.0M	-5,817 (-19.6%)
44	ALGERT GLOBAL LLC	23,520	0.15%	$4.0M	—
45	TUDOR INVESTMENT CORP ET AL	20,251	0.13%	$3.4M	+10,028 (+98.1%)
46	ZACKS INVESTMENT MANAGEMENT	18,364	0.12%	$3.1M	NEW
47	ALLIANCEBERNSTEIN L.P.	17,767	0.11%	$2.5M	+1,469 (+9.0%)
48	Odyssean, LLC	17,000	0.11%	$2.9M	+8,340 (+96.3%)
49	STEPHENS INC /AR/	16,002	0.10%	$2.7M	—
50	Oliver Luxxe Assets LLC	15,941	0.10%	$2.7M	-10,721 (-40.2%)
51	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	15,214	0.10%	$2.6M	-409 (-2.6%)
52	Intrua Financial, LLC	14,965	0.10%	$2.5M	—
53	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	14,920	0.10%	$2.5M	—
54	UBS Group AG	14,662	0.09%	$2.5M	-13,857 (-48.6%)
55	LPL Financial LLC	14,274	0.09%	$2.4M	+9,677 (+210.5%)
56	FEDERATED HERMES, INC.	13,798	0.09%	$2.3M	+291 (+2.2%)
57	DEUTSCHE BANK AG\	13,791	0.09%	$2.3M	+1,853 (+15.5%)
58	Y-Intercept (Hong Kong) Ltd	13,227	0.09%	$2.2M	NEW
59	PRUDENTIAL FINANCIAL INC	13,138	0.08%	$2.2M	+118 (+0.9%)
60	WELLS FARGO & COMPANY/MN	13,088	0.08%	$2.2M	+6,881 (+110.9%)
61	NORDEA INVESTMENT MANAGEMENT AB	12,463	0.08%	$2.1M	-1,336 (-9.7%)
62	Fisher Asset Management, LLC	12,273	0.08%	$2.1M	-808 (-6.2%)
63	CITADEL ADVISORS LLC	11,893	0.08%	$2.0M	+8,096 (+213.2%)
64	Pacific Ridge Capital Partners, LLC	11,619	0.07%	$2.0M	-131 (-1.1%)
65	VICTORY CAPITAL MANAGEMENT INC	11,440	0.07%	$1.9M	-1,390 (-10.8%)
66	Engineers Gate Manager LP	11,429	0.07%	$1.9M	+4,639 (+68.3%)
67	PRICE T ROWE ASSOCIATES INC /MD/	10,853	0.07%	$1.8M	+1,464 (+15.6%)
68	Virtue Capital Management, LLC	10,478	0.07%	$1.8M	+1,390 (+15.3%)
69	CANADA LIFE ASSURANCE Co	10,285	0.07%	$1.7M	—
70	Pettinga Financial Advisors LLC	10,000	0.06%	$1.7M	—
71	RBF Capital, LLC	10,000	0.06%	$1.7M	—
72	Truvestments Capital LLC	9,927	0.06%	$1.7M	+600 (+6.4%)
73	Quantinno Capital Management LP	9,850	0.06%	$1.7M	+1,033 (+11.7%)
74	Atom Investors LP	9,370	0.06%	$1.6M	NEW
75	Trexquant Investment LP	9,299	0.06%	$1.6M	NEW
76	B. Metzler seel. Sohn & Co. AG	9,157	0.06%	$1.5M	-3,201 (-25.9%)
77	VANGUARD ASSET MANAGEMENT, Ltd	8,917	0.06%	$1.5M	—
78	Diversify Advisory Services, LLC	8,774	0.06%	$1.5M	+2,511 (+40.1%)
79	DIVERSIFY WEALTH MANAGEMENT, LLC	8,774	0.06%	$1.5M	—
80	Thrivent Financial for Lutherans	8,247	0.05%	$1.4M	-230 (-2.7%)
81	SummerHaven Investment Management, LLC	8,201	0.05%	$1.4M	—
82	FRANKLIN RESOURCES INC	7,986	0.05%	$1.3M	-820 (-9.3%)
83	MetLife Investment Management, LLC	7,607	0.05%	$1.3M	+473 (+6.6%)
84	Cambridge Investment Research Advisors, Inc.	7,492	0.05%	$1.3M	+3,706 (+97.9%)
85	Allspring Global Investments Holdings, LLC	7,408	0.05%	$1.3M	-2,811 (-27.5%)
86	WINTON GROUP Ltd	6,786	0.04%	$1.1M	+190 (+2.9%)
87	CITIGROUP INC	6,678	0.04%	$1.1M	+4,662 (+231.3%)
88	Creative Planning	6,269	0.04%	$1.1M	+375 (+6.4%)
89	GUGGENHEIM CAPITAL LLC	6,224	0.04%	$1.1M	NEW
90	Vanguard Global Advisers, LLC	6,138	0.04%	$1.0M	-256 (-4.0%)
91	KESTRA PRIVATE WEALTH SERVICES, LLC	6,092	0.04%	$1.0M	+737 (+13.8%)
92	Illinois Municipal Retirement Fund	6,077	0.04%	$1.0M	-513 (-7.8%)
93	HHM Wealth Advisors, LLC	5,959	0.04%	$1.0M	-680 (-10.2%)
94	HARBOR CAPITAL ADVISORS, INC.	5,914	0.04%	$998K	+978 (+19.8%)
95	Blackstone Inc.	5,825	0.04%	$983K	NEW
96	EVOLVE PRIVATE WEALTH, LLC	5,776	0.04%	$975K	+376 (+7.0%)
97	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	5,715	0.04%	$964K	+1,705 (+42.5%)
98	Point72 Asset Management, L.P.	5,711	0.04%	$964K	NEW
99	INTECH INVESTMENT MANAGEMENT LLC	5,707	0.04%	$963K	+154 (+2.8%)
100	Jupiter Topco LLC	5,642	0.04%	$952K	NEW
101	Aquatic Capital Management LLC	5,634	0.04%	$951K	+5,368 (+2018.0%)
102	MANUFACTURERS LIFE INSURANCE COMPANY, THE	5,598	0.04%	$945K	+43 (+0.8%)
103	Numerai GP LLC	5,597	0.04%	$944K	-1,448 (-20.6%)
104	Avidian Wealth Enterprises, LLC	5,586	0.04%	$943K	+825 (+17.3%)
105	Louisiana State Employees Retirement System	5,500	0.04%	$928K	-100 (-1.8%)
106	VOYA INVESTMENT MANAGEMENT LLC	5,379	0.03%	$908K	+273 (+5.3%)
107	Private Advisor Group, LLC	5,299	0.03%	$894K	-8,052 (-60.3%)
108	BAILARD, INC.	5,200	0.03%	$877K	NEW
109	Corient Private Wealth LP	5,161	0.03%	$871K	-776 (-13.1%)
110	State of Tennessee, Department of Treasury	5,004	0.03%	$844K	-174 (-3.4%)
111	Kovack Advisors, Inc.	4,965	0.03%	$838K	-3,641 (-42.3%)
112	State of Alaska, Department of Revenue	4,952	0.03%	$834K	-2,174 (-30.5%)
113	PDT Partners, LLC	4,900	0.03%	$827K	—
114	ARGENT CAPITAL MANAGEMENT LLC	4,830	0.03%	$815K	NEW
115	Mariner, LLC	4,805	0.03%	$811K	-1,844 (-27.7%)
116	OSAIC HOLDINGS, INC.	4,792	0.03%	$809K	+84 (+1.8%)
117	NEW YORK STATE COMMON RETIREMENT FUND	4,711	0.03%	$795K	+600 (+14.6%)
118	Russell Investments Group, Ltd.	4,590	0.03%	$775K	+2,644 (+135.9%)
119	Quantbot Technologies LP	4,513	0.03%	$762K	+4,253 (+1635.8%)
120	INDEPENDENT FINANCIAL GROUP, LLC	4,492	0.03%	$758K	+1,190 (+36.0%)
121	STATE OF WISCONSIN INVESTMENT BOARD	4,481	0.03%	$756K	+1,509 (+50.8%)
122	NorthRock Partners, LLC	4,427	0.03%	$747K	—
123	ExodusPoint Capital Management, LP	4,317	0.03%	$728K	+183 (+4.4%)
124	Brevan Howard Capital Management LP	4,261	0.03%	$719K	+1,508 (+54.8%)
125	DAVENPORT & Co LLC	4,202	0.03%	$709K	+468 (+12.5%)
126	Apollon Wealth Management, LLC	4,184	0.03%	$706K	+48 (+1.2%)
127	ACADIAN ASSET MANAGEMENT LLC	4,178	0.03%	$704K	+1,123 (+36.8%)
128	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	4,057	0.03%	$685K	—
129	Police & Firemen's Retirement System of New Jersey	3,863	0.02%	$652K	+267 (+7.4%)
130	KLP KAPITALFORVALTNING AS	3,600	0.02%	$607K	—
131	ARIZONA STATE RETIREMENT SYSTEM	3,534	0.02%	$596K	-126 (-3.4%)
132	Vanguard Investments Australia, Ltd.	3,448	0.02%	$582K	+325 (+10.4%)
133	YOUSIF CAPITAL MANAGEMENT, LLC	3,422	0.02%	$577K	-4 (-0.1%)
134	AMALGAMATED BANK	3,386	0.02%	$571K	-278 (-7.6%)
135	Sanctuary Advisors, LLC	3,238	0.02%	$546K	+104 (+3.3%)
136	Alamea Verwaltungs GmbH	3,222	0.02%	$544K	—
137	THOROUGHBRED FINANCIAL SERVICES, LLC	3,165	0.02%	$534K	-300 (-8.7%)
138	XTX Topco Ltd	3,130	0.02%	$528K	-2,039 (-39.4%)
139	Universal- Beteiligungs- und Servicegesellschaft mbH	3,025	0.02%	$510K	+300 (+11.0%)
140	Empowered Funds, LLC	3,008	0.02%	$508K	NEW
141	Savant Capital, LLC	2,978	0.02%	$503K	-1 (-0.0%)
142	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	2,978	0.02%	$503K	-163 (-5.2%)
143	Zurcher Kantonalbank (Zurich Cantonalbank)	2,939	0.02%	$496K	—
144	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	2,821	0.02%	$476K	-100 (-3.4%)
145	FIFTH THIRD BANCORP	2,680	0.02%	$452K	-77 (-2.8%)
146	TWO SIGMA INVESTMENTS, LP	2,627	0.02%	$443K	-16,863 (-86.5%)
147	Quadrature Capital Ltd	2,618	0.02%	$442K	-5,112 (-66.1%)
148	Pathstone Holdings, LLC	2,604	0.02%	$439K	-758 (-22.5%)
149	Vident Advisory, LLC	2,576	0.02%	$435K	+220 (+9.3%)
150	MILLENNIUM MANAGEMENT LLC	2,559	0.02%	$432K	-11,961 (-82.4%)
151	D. E. Shaw & Co., Inc.	2,494	0.02%	$421K	—
152	TEACHER RETIREMENT SYSTEM OF TEXAS	2,458	0.02%	$415K	NEW
153	CANADA PENSION PLAN INVESTMENT BOARD	2,400	0.02%	$405K	+500 (+26.3%)
154	Cetera Investment Advisers	2,300	0.01%	$388K	-99 (-4.1%)
155	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	2,277	0.01%	$384K	NEW
156	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	2,243	0.01%	$378K	-217 (-8.8%)
157	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2,200	0.01%	$358K	+89 (+4.2%)
158	Pictet Asset Management Holding SA	2,195	0.01%	$370K	—
159	LAZARD ASSET MANAGEMENT LLC	2,134	0.01%	$360K	+293 (+15.9%)
160	HANSEATIC MANAGEMENT SERVICES INC	2,122	0.01%	$358K	-6 (-0.3%)
161	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2,092	0.01%	$353K	-2,616 (-55.6%)
162	SEI INVESTMENTS CO	2,061	0.01%	$348K	—
163	BARCLAYS PLC	1,978	0.01%	$334K	-486 (-19.7%)
164	Tower Research Capital LLC (TRC)	1,914	0.01%	$323K	+926 (+93.7%)
165	ProShare Advisors LLC	1,857	0.01%	$313K	-163 (-8.1%)
166	Maryland State Retirement & Pension System	1,829	0.01%	$309K	-23 (-1.2%)
167	Jain Global LLC	1,699	0.01%	$287K	NEW
168	BTG Pactual Asset Management US LLC	1,659	0.01%	$280K	NEW
169	Valeo Financial Advisors, LLC	1,628	0.01%	$275K	+15 (+0.9%)
170	Uncommon Cents Investing LLC	1,500	0.01%	$253K	—
171	MERCER GLOBAL ADVISORS INC /ADV	1,490	0.01%	$251K	NEW
172	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	1,439	0.01%	$243K	-14 (-1.0%)
173	Graticule Asia Macro Advisors LLC	1,405	0.01%	$237K	NEW
174	Laurel Wealth Advisors LLC	1,400	0.01%	$236K	—
175	SG Americas Securities, LLC	1,292	0.01%	$218K	-2,449 (-65.5%)
176	XPONANCE LLC	1,286	0.01%	$217K	NEW
177	Gotham Asset Management, LLC	1,255	0.01%	$212K	NEW
178	MML INVESTORS SERVICES, LLC	1,246	0.01%	$210K	NEW
179	Ameritas Investment Partners, Inc.	1,184	0.01%	$200K	+97 (+8.9%)
180	ROYAL BANK OF CANADA	1,170	0.01%	$198K	+430 (+58.1%)
181	PNC Financial Services Group, Inc.	1,111	0.01%	$187K	-8 (-0.7%)
182	Ensign Peak Advisors, Inc	1,094	0.01%	$185K	-150 (-12.1%)
183	Vestcor Inc	1,000	0.01%	$169K	NEW
184	GAMMA Investing LLC	919	0.01%	$155K	+19 (+2.1%)
185	Mitsubishi UFJ Trust & Banking Corp	835	0.01%	$141K	NEW
186	BOKF, NA	800	0.01%	$135K	—
187	State of Wyoming	674	0.00%	$114K	NEW
188	Pinnacle Wealth Planning Services, Inc.	554	0.00%	$93K	+6 (+1.1%)
189	USA FINANCIAL FORMULAS	407	0.00%	$69K	NEW
190	KBC Group NV	364	0.00%	$61K	—
191	Smartleaf Asset Management LLC	327	0.00%	$53K	—
192	Versant Capital Management, Inc	326	0.00%	$55K	—
193	HANTZ FINANCIAL SERVICES, INC.	274	0.00%	$46K	+31 (+12.8%)
194	Cullen/Frost Bankers, Inc.	236	0.00%	$40K	NEW
195	Nykredit A/S	213	0.00%	$36K	NEW
196	TOTH FINANCIAL ADVISORY CORP	200	0.00%	$34K	—
197	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	194	0.00%	$33K	-6 (-3.0%)
198	JONES FINANCIAL COMPANIES LLLP	183	0.00%	$30K	+173 (+1730.0%)
199	NISA INVESTMENT ADVISORS, LLC	176	0.00%	$30K	-77 (-30.4%)
200	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	167	0.00%	$28K	-44 (-20.9%)
201	Farther Finance Advisors, LLC	165	0.00%	$28K	+53 (+47.3%)
202	Optiver Holding B.V.	162	0.00%	$27K	+90 (+125.0%)
203	HOLLENCREST CAPITAL MANAGEMENT	124	0.00%	$21K	—
204	BESSEMER GROUP INC	119	0.00%	$20K	+32 (+36.8%)
205	Steward Partners Investment Advisory, LLC	118	0.00%	$20K	+20 (+20.4%)
206	Salomon & Ludwin, LLC	118	0.00%	$20K	-49 (-29.3%)
207	Parallel Advisors, LLC	99	0.00%	$17K	+50 (+102.0%)
208	MATHER GROUP, LLC.	92	0.00%	$16K	—
209	Quarry LP	89	0.00%	$15K	+84 (+1680.0%)
210	Arax Advisory Partners	87	0.00%	$15K	+14 (+19.2%)
211	TOKIO MARINE ASSET MANAGEMENT CO LTD	86	0.00%	$15K	NEW
212	Kemnay Advisory Services Inc.	85	0.00%	$14K	NEW
213	Larson Financial Group LLC	81	0.00%	$14K	+24 (+42.1%)
214	Allworth Financial LP	68	0.00%	$11K	+26 (+61.9%)
215	UMB Bank, n.a.	67	0.00%	$11K	+1 (+1.5%)
216	LOS ANGELES CAPITAL MANAGEMENT LLC	65	0.00%	$11K	—
217	J.Safra Asset Management Corp	65	0.00%	$11K	—
218	Moisand Fitzgerald Tamayo, LLC	63	0.00%	$11K	—
219	US BANCORP \DE\	52	0.00%	$9K	+12 (+30.0%)
220	Sterling Capital Management LLC	46	0.00%	$8K	-38 (-45.2%)
221	SIGNATUREFD, LLC	42	0.00%	$7K	—
222	Keating Financial Advisory Services, Inc.	34	0.00%	$6K	—
223	Parkside Financial Bank & Trust	31	0.00%	$5K	—
224	ROTHSCHILD INVESTMENT LLC	28	0.00%	$5K	+6 (+27.3%)
225	EverSource Wealth Advisors, LLC	28	0.00%	$5K	-366 (-92.9%)
226	PICTON MAHONEY ASSET MANAGEMENT	26	0.00%	$4K	NEW
227	Essential Partners LLC	17	0.00%	$3K	—
228	Silver Grove Financial Group, Inc.	16	0.00%	$3K	NEW
229	Continuum Advisory, LLC	16	0.00%	$3K	NEW
230	Global Retirement Partners, LLC	15	0.00%	$3K	NEW
231	FARMERS & MERCHANTS INVESTMENTS INC	8	0.00%	$1K	—
232	Cedar Mountain Advisors, LLC	7	0.00%	$1K	—
233	True Wealth Design, LLC	6	0.00%	$1K	—
234	Covestor Ltd	6	0.00%	$1K	+2 (+50.0%)
235	BELLEVUE ASSET MANAGEMENT, LLC	6	0.00%	$1K	NEW
236	IFP Advisors, Inc	5	0.00%	$844	—
237	Fortitude Family Office, LLC	5	0.00%	$844	NEW
238	Transamerica Financial Advisors, LLC	5	0.00%	$843	NEW
239	Evolution Advisers, Inc.	4	0.00%	$0	NEW
240	SJS Investment Consulting Inc.	4	0.00%	$675	—
241	Plante Moran Financial Advisors, LLC	3	0.00%	$506	NEW
242	Ankerstar Wealth, LLC	3	0.00%	$506	—
243	Hughes Financial Services, LLC	3	0.00%	$506	+2 (+200.0%)
244	GILPIN WEALTH MANAGEMENT, LLC	2	0.00%	$338	—
245	HARBOUR INVESTMENTS, INC.	2	0.00%	$320	—
246	Davis Capital Management	1	0.00%	$169	NEW
247	SBI Securities Co., Ltd.	1	0.00%	$169	—
248	HUNTINGTON NATIONAL BANK	1	0.00%	$169	—
249	GHP Investment Advisors, Inc.	1	0.00%	$169	—
250	Abound Wealth Management	1	0.00%	$169	—

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

ACK Asset Management LLC	−260,000
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	−87,981
Medina Value Partners, LLC	−44,808
HRT FINANCIAL LP	−15,337
Brooklyn Investment Group	−5,857
VARCOV Co.	−5,678
JANUS HENDERSON GROUP PLC	−5,642
Tidal Investments LLC	−5,430
Headlands Technologies LLC	−3,120
Concentric Capital Strategies, LP	−2,688
Virtu Financial LLC	−2,023
TWO SIGMA SECURITIES, LLC	−1,663
Massar Capital Management, LP	−1,441
CWM, LLC	−1,220
CFG Wealth Management Services, Inc.	−720
SIMPLEX TRADING, LLC	−162
USA FINANCIAL FORMULAS	−97
QUADRANT CAPITAL GROUP LLC	−78
TWIN PEAKS WEALTH ADVISORS, LLC	−39
MAI Capital Management	−13
Advisory Services Network, LLC	−10
Annis Gardner Whiting Capital Advisors, LLC	−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
Wellington Group Holdings LLP	SCHEDULE 13G/A	2026-08-13	2026-06-30	825,272	5.3%
Wellington Investment Advisors Holdings LLP	SCHEDULE 13G/A	2026-08-13	2026-06-30	825,272	5.3%
Wellington Management Group LLP	SCHEDULE 13G/A	2026-08-13	2026-06-30	825,272	5.3%
Abigail P. Johnson	SCHEDULE 13G/A	2026-05-06	2026-03-31	2,327,263	15%
FMR LLC	SCHEDULE 13G/A	2026-05-06	2026-03-31	2,327,263	15%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
Dimensional Fund Advisors LP	SCHEDULE 13G/A	2025-10-09	2025-09-30	765,196	4.9%
Wellington Management Company LLP	SCHEDULE 13G/A	2025-08-12	2025-06-30	1,104,479	6.1%
BlackRock, Inc.	SCHEDULE 13G/A	2025-04-29	2025-03-31	1,894,387	12.1%

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.