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.

ENTERPRISE FINANCIAL SERVICES CORP

CIK 0001025835EFSCEFSCP· quarter ending 2026-06-30
Shares outstanding
36,192,520
Held by 13F filers
30,496,214
84.3% of shares outstanding
Holders
266
+4 vs 2026-03-31 · 32 new, 28 exited
Value
$2.0B
shares +0.2% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-07-31, as of 2026-07-29)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockEFSC · NASDAQ36,192,52030,496,21484.3%266293712105

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
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
293712105COM26630,496,21436,192,52084.3%$2.0B—13DGholders →
293712303PFDnot common115,321——$298K—NPORTholders →

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 266 · 293712105)

change vs 2026-03-31
#FilerShares% of classValueChange
1BlackRock, Inc.3,567,2049.86%$235.0M+172,601 (+5.1%)
2WELLINGTON MANAGEMENT GROUP LLP2,909,5378.04%$191.7M-340,594 (-10.5%)
3DIMENSIONAL FUND ADVISORS LP2,231,2446.16%$147.0M+42,478 (+1.9%)
4STATE STREET CORP1,603,4944.43%$105.6M+249,149 (+18.4%)
5VANGUARD CAPITAL MANAGEMENT LLC1,563,2904.32%$103.0M-16,767 (-1.1%)
6EARNEST PARTNERS LLC1,392,1333.85%$91.7M-53,400 (-3.7%)
7AMERICAN CENTURY COMPANIES INC1,212,7613.35%$79.9M+160,408 (+15.2%)
8GEODE CAPITAL MANAGEMENT, LLC980,6542.71%$64.6M+46,919 (+5.0%)
9NOMURA ASSET MANAGEMENT INTERNATIONAL INC.929,8322.57%$61.3M-39,580 (-4.1%)
10FIRST TRUST ADVISORS LP917,3102.53%$60.4M-309,489 (-25.2%)
11PL Capital Advisors, LLC733,3292.03%$48.3M—
12JENNISON ASSOCIATES LLC700,3121.93%$46.1M+92,420 (+15.2%)
13Western Financial Corp/CA575,0211.59%$37.9M-1,484 (-0.3%)
14VANGUARD PORTFOLIO MANAGEMENT LLC570,5301.58%$37.6M+33,063 (+6.2%)
15Enterprise Financial Services Corp511,9601.41%$33.7M+179,398 (+53.9%)
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC440,9431.22%$29.0M+3,873 (+0.9%)
17NORTHERN TRUST CORP388,5561.07%$25.6M+20,248 (+5.5%)
18GOLDMAN SACHS GROUP INC359,5370.99%$23.7M+89,385 (+33.1%)
19JPMORGAN CHASE & CO349,7180.97%$23.2M+80,811 (+30.1%)
20Qube Research & Technologies Ltd346,1490.96%$22.8M-130,024 (-27.3%)
21BANK OF AMERICA CORP /DE/344,7840.95%$22.7M-52,573 (-13.2%)
22BRIDGEWAY CAPITAL MANAGEMENT, LLC292,2720.81%$19.3M-3,440 (-1.2%)
23ENDEAVOUR CAPITAL ADVISORS INC282,7020.78%$18.6M+206 (+0.1%)
24Fisher Asset Management, LLC245,3480.68%$16.2M+112,118 (+84.2%)
25VANGUARD FIDUCIARY TRUST CO241,6420.67%$15.9M+4,280 (+1.8%)
26Aptus Capital Advisors, LLC238,0810.66%$15.7M+1,443 (+0.6%)
27HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC220,9440.61%$14.6M+3,100 (+1.4%)
28RAYMOND JAMES FINANCIAL INC214,2870.59%$14.1M+169,614 (+379.7%)
29KENNEDY CAPITAL MANAGEMENT LLC208,9150.58%$13.8M-6,120 (-2.8%)
30Russell Investments Group, Ltd.194,4870.54%$12.8M+31,784 (+19.5%)
31GLENMEDE TRUST CO NA179,2110.50%$11.8M-7,312 (-3.9%)
32Bank of New York Mellon Corp173,2660.48%$11.4M+6,088 (+3.6%)
33Empowered Funds, LLC163,5720.45%$10.8M+6,560 (+4.2%)
34TWO SIGMA INVESTMENTS, LP156,4100.43%$10.3M+106,779 (+215.1%)
35WELLS FARGO & COMPANY/MN143,1110.40%$9.4M+61,939 (+76.3%)
36MILLENNIUM MANAGEMENT LLC140,3770.39%$9.2M+43,379 (+44.7%)
37DENALI ADVISORS LLC135,1000.37%$8.9M-5,700 (-4.0%)
38Universal- Beteiligungs- und Servicegesellschaft mbH134,3800.37%$8.9M+7,267 (+5.7%)
39MORGAN STANLEY129,7690.36%$8.5M-3,792 (-2.8%)
40CSM Advisors, LLC129,5490.36%$8.5M+53,542 (+70.4%)
41FRANKLIN RESOURCES INC122,2030.34%$8.1M+2,213 (+1.8%)
42Boston Partners100,7290.28%$6.6M-3,947 (-3.8%)
43SUSQUEHANNA INTERNATIONAL GROUP, LLP100,1090.28%$6.6M-13,559 (-11.9%)
44MONETA GROUP INVESTMENT ADVISORS LLC99,5780.28%$6.6M-4,662 (-4.5%)
45Phocas Financial Corp.99,1880.27%$6.5M-5,174 (-5.0%)
46Trexquant Investment LP92,6150.26%$6.1M+40,183 (+76.6%)
47CITADEL ADVISORS LLC92,5580.26%$6.1M+53,780 (+138.7%)
48NFJ INVESTMENT GROUP, LLC90,9650.25%$6.0M-84,871 (-48.3%)
49Emerald Investment Advisers, LLC89,8970.25%$5.9M+3,487 (+4.0%)
50Nuveen, LLC88,7480.25%$5.8M-170,300 (-65.7%)
51Plancorp, LLC87,7040.24%$5.8M-4,832 (-5.2%)
52MARSHALL WACE, LLP83,7800.23%$5.5M+37,638 (+81.6%)
53UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC81,2850.22%$5.4M-8,189 (-9.2%)
54ENVESTNET ASSET MANAGEMENT INC80,3430.22%$5.3M-616 (-0.8%)
55PEREGRINE CAPITAL MANAGEMENT LLC77,5440.21%$5.1M-6,791 (-8.1%)
56AQR CAPITAL MANAGEMENT LLC75,5140.21%$5.0M+25,970 (+52.4%)
57Swiss National Bank73,9640.20%$4.9M+1,000 (+1.4%)
58Creative Planning72,2430.20%$4.8M+14,054 (+24.2%)
59NEW YORK STATE COMMON RETIREMENT FUND68,4510.19%$4.5M—
60D. E. Shaw & Co., Inc.67,7310.19%$4.5M+50,963 (+303.9%)
61SEI INVESTMENTS CO60,8300.17%$4.0M-18,682 (-23.5%)
62Vest Financial, LLC60,3330.17%$4.0M-29,053 (-32.5%)
63Quantinno Capital Management LP54,5590.15%$3.6M+13,264 (+32.1%)
64RHUMBLINE ADVISERS53,4310.15%$3.5M+1,916 (+3.7%)
65UBS Group AG50,9520.14%$3.4M-13,280 (-20.7%)
66PRICE T ROWE ASSOCIATES INC /MD/50,5890.14%$3.3M+7,562 (+17.6%)
67CITIGROUP INC49,8580.14%$3.3M+26,995 (+118.1%)
68Invesco Ltd.49,5920.14%$3.3M-6,850 (-12.1%)
69PRUDENTIAL FINANCIAL INC48,4320.13%$3.2M+17,670 (+57.4%)
70SG Americas Securities, LLC48,0670.13%$3.2M-17,765 (-27.0%)
71TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY46,5190.13%$3.1M—
72MALTESE CAPITAL MANAGEMENT LLC45,0000.12%$3.0M-3,175 (-6.6%)
73OCCUDO QUANTITATIVE STRATEGIES LP43,9540.12%$2.9M+27,247 (+163.1%)
74ALLIANCEBERNSTEIN L.P.43,0130.12%$2.3M+5,670 (+15.2%)
75CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM42,9160.12%$2.8M+7,691 (+21.8%)
76Corient Private Wealth LP40,8700.11%$2.7M+1,273 (+3.2%)
77MAI Capital Management40,7910.11%$2.7M+438 (+1.1%)
78RBF Capital, LLC40,7000.11%$2.7M—
79GW&K Investment Management, LLC39,6930.11%$2.6M-317 (-0.8%)
80DEUTSCHE BANK AG\38,9610.11%$2.6M+6,190 (+18.9%)
81XTX Topco Ltd37,2930.10%$2.5M+17,159 (+85.2%)
82MOSAIC FAMILY WEALTH PARTNERS, LLC35,9220.10%$2.4M+3,226 (+9.9%)
83FIRST MANHATTAN CO. LLC.34,4660.10%$2.3M-4,319 (-11.1%)
84Midwest Trust Co33,3890.09%$2.2M-200 (-0.6%)
85ASSETMARK, INC31,1540.09%$2.1MNEW
86Acropolis Investment Management, LLC31,1050.09%$2.0M—
87DARK FOREST CAPITAL MANAGEMENT LP30,8820.09%$2.0M+16,175 (+110.0%)
88Atom Investors LP30,7310.08%$2.0MNEW
89Schonfeld Strategic Advisors LLC30,6290.08%$2.0MNEW
90Legal & General Group Plc30,4250.08%$2.0M+325 (+1.1%)
91VANGUARD ASSET MANAGEMENT, Ltd27,5750.08%$1.8M+2,931 (+11.9%)
92GUGGENHEIM CAPITAL LLC26,7160.07%$1.8M-2,655 (-9.0%)
93STIFEL FINANCIAL CORP25,6770.07%$1.7M+11,894 (+86.3%)
94Mariner, LLC25,6740.07%$1.7M+15,338 (+148.4%)
95BARCLAYS PLC25,3550.07%$1.7M-5,545 (-17.9%)
96OSAIC HOLDINGS, INC.24,1970.07%$1.6M+79 (+0.3%)
97Mutual Advisors, LLC24,1320.07%$1.6M+71 (+0.3%)
98AMERIPRISE FINANCIAL INC23,3170.06%$1.5M+355 (+1.5%)
99OPPENHEIMER ASSET MANAGEMENT INC.22,9310.06%$1.5M-471 (-2.0%)
100Squarepoint Ops LLC22,0460.06%$1.5MNEW
101Rafferty Asset Management, LLC21,7210.06%$1.4M+1,089 (+5.3%)
102SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC21,6030.06%$1.4MNEW
103MetLife Investment Management, LLC21,4980.06%$1.4M+1,698 (+8.6%)
104Vanguard Global Advisers, LLC21,4810.06%$1.4M—
105Quadrature Capital Ltd20,3710.06%$1.3MNEW
106Visionary Wealth Advisors19,8000.05%$1.3M-11,187 (-36.1%)
107Entropy Technologies, LP19,6600.05%$1.3M+13,694 (+229.5%)
108Knights of Columbus Asset Advisors LLC19,5910.05%$1.3M+101 (+0.5%)
109JACOBS LEVY EQUITY MANAGEMENT, INC19,2360.05%$1.3M-3,224 (-14.4%)
110MANUFACTURERS LIFE INSURANCE COMPANY, THE18,7790.05%$1.2M+1,217 (+6.9%)
111Zurcher Kantonalbank (Zurich Cantonalbank)17,3730.05%$1.1M—
112MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.17,0060.05%$1.1M-190 (-1.1%)
113STRS OHIO16,7000.05%$1.1M+500 (+3.1%)
114BNP PARIBAS FINANCIAL MARKETS16,6640.05%$1.1M+5,422 (+48.2%)
115Jupiter Topco LLC16,5750.05%$1.1MNEW
116PANAGORA ASSET MANAGEMENT INC16,3950.05%$1.1M-6,800 (-29.3%)
117Engineers Gate Manager LP16,0370.04%$1.1M+11,047 (+221.4%)
118HRT FINANCIAL LP15,9480.04%$1.1M-28,621 (-64.2%)
119INCEPTIONR LLC15,7440.04%$1.0M+6,721 (+74.5%)
120CHOREO, LLC15,5700.04%$1.0M+526 (+3.5%)
121Brevan Howard Capital Management LP15,0220.04%$990K+10,578 (+238.0%)
122GLOBEFLEX CAPITAL L P14,5790.04%$960K—
123Allianz Asset Management GmbH14,4940.04%$955KNEW
124Cambria Investment Management, L.P.14,4760.04%$954K+1,536 (+11.9%)
125MERCER GLOBAL ADVISORS INC /ADV14,4220.04%$950K+4,707 (+48.5%)
126STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM13,9460.04%$919K+3,671 (+35.7%)
127ExodusPoint Capital Management, LP13,6510.04%$899K-10,993 (-44.6%)
128Cornerstone Wealth Management, LLC13,5640.04%$894K+8 (+0.1%)
129Busey Bank13,5570.04%$893K-1,684 (-11.0%)
130GSA CAPITAL PARTNERS LLP11,6100.03%$765KNEW
131BENJAMIN EDWARDS INC11,5470.03%$761KNEW
132Aquatic Capital Management LLC11,3070.03%$745K+7,739 (+216.9%)
133Police & Firemen's Retirement System of New Jersey10,8910.03%$717K+710 (+7.0%)
134LM Advisors LLC10,8320.03%$714K+10,246 (+1748.5%)
135Curi Capital, LLC10,6780.03%$703K+10 (+0.1%)
136COMMERCE BANK10,6650.03%$703K-10,800 (-50.3%)
137TEACHER RETIREMENT SYSTEM OF TEXAS10,2560.03%$676K+60 (+0.6%)
138FJ Capital Management LLC10,1820.03%$671K—
139ARIZONA STATE RETIREMENT SYSTEM10,1660.03%$670K—
140STATE OF WISCONSIN INVESTMENT BOARD9,8440.03%$649K-3,002 (-23.4%)
141Handelsbanken Fonder AB9,5370.03%$628K—
142Cetera Investment Advisers9,5130.03%$627K+79 (+0.8%)
143KEYBANK NATIONAL ASSOCIATION/OH9,2570.03%$610K+1,634 (+21.4%)
144FMR LLC8,3730.02%$552K+580 (+7.4%)
145Meramec Financial Planners, LLC8,3370.02%$547K+2,301 (+38.1%)
146KLP KAPITALFORVALTNING AS8,3000.02%$547K—
147Vanguard Investments Australia, Ltd.8,2260.02%$542K—
148CAPTRUST FINANCIAL ADVISORS8,1020.02%$534K+690 (+9.3%)
149JAG CAPITAL MANAGEMENT, LLC7,9060.02%$521K+1 (+0.0%)
150INTECH INVESTMENT MANAGEMENT LLC7,8610.02%$518K-1,313 (-14.3%)
151Sequoia Financial Advisors, LLC7,7240.02%$509KNEW
152MIRABELLA FINANCIAL SERVICES LLP7,5830.02%$500K+1,842 (+32.1%)
153Allspring Global Investments Holdings, LLC7,4070.02%$496K+279 (+3.9%)
154ROYAL BANK OF CANADA7,2840.02%$480K-1,307 (-15.2%)
155VOYA INVESTMENT MANAGEMENT LLC7,1620.02%$472K+482 (+7.2%)
156Jain Global LLC6,8450.02%$451KNEW
157Vanguard Personalized Indexing Management, LLC6,7820.02%$447K+206 (+3.1%)
158Magnetar Financial LLC6,7050.02%$442K-4,827 (-41.9%)
159Cerity Partners LLC6,5510.02%$432K+1,109 (+20.4%)
160COURIER CAPITAL LLC6,4160.02%$423K—
161Lido Advisors, LLC6,4160.02%$423K-13,993 (-68.6%)
162LPL Financial LLC6,2140.02%$409K+815 (+15.1%)
163Pure Financial Advisors, LLC6,2040.02%$409K+70 (+1.1%)
164Pictet Asset Management Holding SA6,1900.02%$408K—
165CONNABLE OFFICE INC6,1640.02%$406K-443 (-6.7%)
166Sterling Capital Management LLC6,1490.02%$405K-472 (-7.1%)
167CANADA PENSION PLAN INVESTMENT BOARD6,0000.02%$395K—
168FIRST FOUNDATION ADVISORS5,8700.02%$387K—
169Cullen Capital Management, LLC5,8210.02%$383K-196 (-3.3%)
170Weaver Consulting Group5,6120.02%$370K—
171Focus Partners Wealth5,5280.02%$364K-1,388 (-20.1%)
172Trilogy Capital Inc.5,4680.02%$360K—
173Cornerstone Planning, LLC5,1780.01%$341K—
174Jump Financial, LLC4,9280.01%$325KNEW
175PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO4,8710.01%$321K+31 (+0.6%)
176CAPSTONE INVESTMENT ADVISORS, LLC4,8390.01%$319KNEW
177ProShare Advisors LLC4,8350.01%$319K-484 (-9.1%)
178Parkside Financial Bank & Trust4,7970.01%$316K+11 (+0.2%)
179Integrated Investment Consultants, LLC4,5920.01%$303K-23 (-0.5%)
180Chicago Partners Investment Group LLC4,5380.01%$295K+44 (+1.0%)
181Quantbot Technologies LP4,4140.01%$291K-6,264 (-58.7%)
182VICTORY CAPITAL MANAGEMENT INC4,1530.01%$274K+25 (+0.6%)
183Holocene Advisors, LP4,1490.01%$273KNEW
184Dakota Wealth Management4,0480.01%$267K—
185Aigen Investment Management, LP4,0430.01%$266KNEW
186FEDERATED HERMES, INC.4,0070.01%$264K+707 (+21.4%)
187US BANCORP \DE\3,8180.01%$252K-223 (-5.5%)
188&PARTNERS3,6630.01%$241KNEW
189DRW Securities, LLC3,5710.01%$235KNEW
190NEUBERGER BERMAN GROUP LLC3,5700.01%$235KNEW
191Atria Investments, Inc3,5560.01%$234K-604 (-14.5%)
192Larson Financial Group LLC3,5520.01%$234K+3,545 (+50642.9%)
193XPONANCE LLC3,5470.01%$234KNEW
194Advisors Asset Management, Inc.3,5230.01%$232K-19 (-0.5%)
195Sanctuary Advisors, LLC3,5060.01%$231KNEW
196Ameritas Investment Partners, Inc.3,3510.01%$221K+285 (+9.3%)
197CANADA LIFE ASSURANCE Co3,2760.01%$215K—
198ACADIAN ASSET MANAGEMENT LLC3,1570.01%$207KNEW
199BAILARD, INC.3,1000.01%$204K-11,800 (-79.2%)
200Daytona Street Capital LLC2,8300.01%$185K—
201Tower Research Capital LLC (TRC)2,6120.01%$172K+282 (+12.1%)
202ATWOOD & PALMER INC2,4600.01%$162K—
203FIFTH THIRD BANCORP2,1720.01%$143K+162 (+8.1%)
204State of Alaska, Department of Revenue1,6720.00%$110K—
205KBC Group NV1,5420.00%$102K—
206Rockefeller Capital Management L.P.1,2170.00%$80K+492 (+67.9%)
207DUNCKER STREETT & CO INC1,1000.00%$72K—
208PNC Financial Services Group, Inc.9980.00%$66K+722 (+261.6%)
209Arax Advisory Partners9590.00%$63K+917 (+2183.3%)
210NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO9180.00%$60K+85 (+10.2%)
211BNP PARIBAS ASSET MANAGEMENT Holding S.A.9080.00%$60K+32 (+3.7%)
212NISA INVESTMENT ADVISORS, LLC7720.00%$51K+500 (+183.8%)
213Nykredit A/S5870.00%$39KNEW
214JONES FINANCIAL COMPANIES LLLP5300.00%$35K+42 (+8.6%)
215EMERALD ADVISERS, LLC5300.00%$35K—
216Versant Capital Management, Inc5110.00%$34K—
217SIGNATUREFD, LLC4750.00%$31K-331 (-41.1%)
218Smartleaf Asset Management LLC4470.00%$30K—
219FIRST HORIZON CORP3940.00%$26K-154 (-28.1%)
220GAMMA Investing LLC3610.00%$24K+235 (+186.5%)
221FIDUCIARY ADVISORS, INC.3030.00%$20K+2 (+0.7%)
222TD Waterhouse Canada Inc.2650.00%$18K—
223Optiver Holding B.V.2500.00%$16K+142 (+131.5%)
224Kemnay Advisory Services Inc.2460.00%$16K+46 (+23.0%)
225EverSource Wealth Advisors, LLC2210.00%$15K-254 (-53.5%)
226UMB Bank, n.a.2140.00%$14K—
227LOS ANGELES CAPITAL MANAGEMENT LLC2020.00%$13K—
228Steward Partners Investment Advisory, LLC1570.00%$10KNEW
229Farther Finance Advisors, LLC1290.00%$9K+33 (+34.4%)
230Allworth Financial LP1210.00%$8K-508 (-80.8%)
231IFP Advisors, Inc1090.00%$7K+28 (+34.6%)
232True Wealth Design, LLC1030.00%$7K—
233NEW YORK STATE TEACHERS RETIREMENT SYSTEM1000.00%$7KNEW
234Quarry LP890.00%$6K-13 (-12.7%)
235BROWN BROTHERS HARRIMAN & CO730.00%$5K—
236ROTHSCHILD INVESTMENT LLC600.00%$4K+26 (+76.5%)
237Bare Financial Services, Inc580.00%$4K—
238Parallel Advisors, LLC540.00%$4K—
239HANTZ FINANCIAL SERVICES, INC.450.00%$3K-31 (-40.8%)
240SUMMIT SECURITIES GROUP LLC430.00%$3K-252 (-85.4%)
241Essential Partners LLC390.00%$3K-16 (-29.1%)
242Bogart Wealth, LLC300.00%$2K—
243Spectrum Wealth Advisory Group, LLC290.00%$2KNEW
244TD Capital Management LLC280.00%$2K—
245Bell Investment Advisors, Inc230.00%$2K—
246Valued Wealth Advisors LLC230.00%$2KNEW
247Westfuller Advisors, LLC230.00%$2K—
248Torren Management, LLC120.00%$762—
249Covestor Ltd110.00%$1K-149 (-93.1%)
250CVA Family Office, LLC110.00%$725—
Exited since 2026-03-31 (28 filers; largest 25 shown)
Thrivent Financial for Lutherans−471,145
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC−129,103
JANE STREET GROUP, LLC−120,129
Point72 Asset Management, L.P.−66,270
TUDOR INVESTMENT CORP ET AL−30,199
LAZARD ASSET MANAGEMENT LLC−25,327
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC−22,933
Susquehanna Portfolio Strategies, LLC−21,483
JANUS HENDERSON GROUP PLC−16,575
Connor, Clark & Lunn Investment Management Ltd.−14,340
Clayton Financial Group LLC−10,000
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND−9,516
VARCOV Co.−9,234
Jefferies Financial Group Inc.−9,233
Campbell & CO Investment Adviser LLC−8,377
Y-Intercept (Hong Kong) Ltd−8,352
EP Wealth Advisors, LLC−5,614
QUADRANT CAPITAL GROUP LLC−2,410
CWM, LLC−1,363
Freestone Grove Partners LP−936
Wellington Grp LLC−598
Opal Wealth Advisors, LLC−554
EASTERN BANK−228
Root Financial Partners, LLC−107
Sunbelt Securities, Inc.−45

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 personFormFiledEventShares% of class
Wellington Group Holdings LLPSCHEDULE 13G/A2026-05-152026-03-313,250,1318.8%
Wellington Investment Advisors Holdings LLPSCHEDULE 13G/A2026-05-152026-03-313,250,1318.8%
Wellington Management Company LLPSCHEDULE 13G/A2026-05-152026-03-313,250,1317.9%
Wellington Management Group LLPSCHEDULE 13G/A2026-05-152026-03-313,250,1318.8%
Vanguard Capital ManagementSCHEDULE 13G2026-04-292026-03-311,850,6735.02%
The Vanguard GroupSCHEDULE 13G/A2026-03-262026-03-1300%
EARNEST PARTNERS LLCSCHEDULE 13G/A2025-05-152025-03-311,848,3815%
BlackRock, Inc.SCHEDULE 13G/A2025-04-172025-03-312,968,8808%

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.