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.

OFG BANCORP

CIK 0001030469OFG· quarter ending 2026-06-30

Shares outstanding

42,265,494

as of 2026-07-31 · 10-Q cover page, filed 2026-08-06

Held by 13F filers

41,511,595

98.2% of shares outstanding

Holders

262

+23 vs 2026-03-31 · 50 new, 27 exited

Value

$2.0B

shares +2.2% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-06, as of 2026-07-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	OFG · NYSE	42,265,494	41,511,595	98.2%	262	67103X102

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
	67103X102	COM	262	41,511,595	42,265,494	98.2%	$2.0B	—	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 262 · 67103X102)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	6,160,369	14.58%	$302.3M	-52,188 (-0.8%)
2	VANGUARD PORTFOLIO MANAGEMENT LLC	3,120,096	7.38%	$153.1M	+11,032 (+0.4%)
3	DIMENSIONAL FUND ADVISORS LP	2,565,745	6.07%	$125.9M	-39 (-0.0%)
4	STATE STREET CORP	2,490,188	5.89%	$123.0M	+82,808 (+3.4%)
5	FIRST TRUST ADVISORS LP	2,359,816	5.58%	$115.8M	+37,892 (+1.6%)
6	VANGUARD CAPITAL MANAGEMENT LLC	1,874,751	4.44%	$92.0M	-33,402 (-1.8%)
7	AMERICAN CENTURY COMPANIES INC	1,737,379	4.11%	$85.3M	+136,880 (+8.6%)
8	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,564,209	3.70%	$76.8M	+143,921 (+10.1%)
9	LSV ASSET MANAGEMENT	1,327,725	3.14%	$65.2M	+42,834 (+3.3%)
10	GEODE CAPITAL MANAGEMENT, LLC	1,166,977	2.76%	$57.3M	+41,582 (+3.7%)
11	Nuveen, LLC	945,112	2.24%	$46.4M	-45,407 (-4.6%)
12	GOLDMAN SACHS GROUP INC	639,019	1.51%	$31.4M	+127,451 (+24.9%)
13	TWO SIGMA INVESTMENTS, LP	608,895	1.44%	$29.9M	+96,937 (+18.9%)
14	NORTHERN TRUST CORP	581,103	1.37%	$28.5M	+20,542 (+3.7%)
15	Qube Research & Technologies Ltd	561,046	1.33%	$27.5M	+184,041 (+48.8%)
16	BARROW HANLEY MEWHINNEY & STRAUSS LLC	509,340	1.21%	$25.0M	-712,362 (-58.3%)
17	MORGAN STANLEY	492,389	1.16%	$24.2M	-6,349 (-1.3%)
18	MILLENNIUM MANAGEMENT LLC	435,219	1.03%	$21.4M	-179,528 (-29.2%)
19	Jupiter Topco LLC	429,854	1.02%	$21.1M	NEW
20	DEUTSCHE BANK AG\	420,858	1.00%	$20.7M	+4,785 (+1.2%)
21	Bank of New York Mellon Corp	380,818	0.90%	$18.7M	+560 (+0.1%)
22	JACOBS LEVY EQUITY MANAGEMENT, INC	375,589	0.89%	$18.4M	-19,277 (-4.9%)
23	ALGERT GLOBAL LLC	346,607	0.82%	$17.0M	+29,715 (+9.4%)
24	BRIDGEWAY CAPITAL MANAGEMENT, LLC	320,016	0.76%	$15.7M	-7,211 (-2.2%)
25	CSM Advisors, LLC	307,009	0.73%	$15.1M	+62,656 (+25.6%)
26	FEDERATED HERMES, INC.	291,193	0.69%	$14.3M	+37,282 (+14.7%)
27	AQR CAPITAL MANAGEMENT LLC	279,469	0.66%	$13.7M	+71,487 (+34.4%)
28	VANGUARD FIDUCIARY TRUST CO	279,203	0.66%	$13.7M	-1,579 (-0.6%)
29	PRINCIPAL FINANCIAL GROUP INC	273,771	0.65%	$13.4M	-440 (-0.2%)
30	Gator Capital Management, LLC	262,255	0.62%	$12.9M	-45,398 (-14.8%)
31	Invesco Ltd.	249,175	0.59%	$12.2M	+1,486 (+0.6%)
32	Russell Investments Group, Ltd.	245,637	0.58%	$12.1M	+21,313 (+9.5%)
33	Squarepoint Ops LLC	229,218	0.54%	$11.2M	+26,278 (+12.9%)
34	Trexquant Investment LP	225,034	0.53%	$11.0M	+39,405 (+21.2%)
35	Brevan Howard Capital Management LP	225,000	0.53%	$11.0M	NEW
36	Point72 Asset Management, L.P.	223,190	0.53%	$11.0M	+22,035 (+11.0%)
37	PRICE T ROWE ASSOCIATES INC /MD/	219,726	0.52%	$10.8M	-4,791 (-2.1%)
38	Empowered Funds, LLC	216,017	0.51%	$10.6M	+3,659 (+1.7%)
39	JPMORGAN CHASE & CO	213,696	0.51%	$10.6M	+61,229 (+40.2%)
40	Public Sector Pension Investment Board	207,646	0.49%	$10.2M	-12,517 (-5.7%)
41	RAFFLES ASSOCIATES LP	204,134	0.48%	$10.0M	+64,067 (+45.7%)
42	Hillsdale Investment Management Inc.	187,600	0.44%	$9.2M	NEW
43	FRANKLIN RESOURCES INC	187,461	0.44%	$9.2M	+36,535 (+24.2%)
44	Allianz Asset Management GmbH	187,352	0.44%	$9.2M	NEW
45	Man Group plc	184,424	0.44%	$9.0M	+51,253 (+38.5%)
46	Vest Financial, LLC	171,922	0.41%	$8.4M	+4,551 (+2.7%)
47	AMERIPRISE FINANCIAL INC	144,907	0.34%	$7.1M	+1,935 (+1.4%)
48	MARSHALL WACE, LLP	135,801	0.32%	$6.7M	NEW
49	RHUMBLINE ADVISERS	133,773	0.32%	$6.6M	-14,947 (-10.1%)
50	Universal- Beteiligungs- und Servicegesellschaft mbH	131,063	0.31%	$6.4M	-5,401 (-4.0%)
51	TUDOR INVESTMENT CORP ET AL	129,359	0.31%	$6.3M	+72,254 (+126.5%)
52	BANK OF AMERICA CORP /DE/	124,902	0.30%	$6.1M	-7,605 (-5.7%)
53	MARTINGALE ASSET MANAGEMENT L P	110,411	0.26%	$5.4M	+2,530 (+2.3%)
54	Polaris Capital Management, LLC	108,100	0.26%	$5.3M	+100 (+0.1%)
55	DENALI ADVISORS LLC	104,300	0.25%	$5.1M	+97,100 (+1348.6%)
56	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	103,050	0.24%	$5.1M	-1,322 (-1.3%)
57	PRUDENTIAL FINANCIAL INC	102,085	0.24%	$5.0M	-9,895 (-8.8%)
58	BOOTHBAY FUND MANAGEMENT, LLC	98,931	0.23%	$4.9M	NEW
59	D. E. Shaw & Co., Inc.	96,542	0.23%	$4.7M	-41,793 (-30.2%)
60	Legal & General Group Plc	94,783	0.22%	$4.7M	-4,368 (-4.4%)
61	SEI INVESTMENTS CO	94,444	0.22%	$4.6M	-18,428 (-16.3%)
62	VICTORY CAPITAL MANAGEMENT INC	89,278	0.21%	$4.4M	+228 (+0.3%)
63	Swiss National Bank	85,200	0.20%	$4.2M	-2,600 (-3.0%)
64	HRT FINANCIAL LP	80,097	0.19%	$3.9M	+37,832 (+89.5%)
65	Thrivent Financial for Lutherans	77,263	0.18%	$3.8M	-1,124 (-1.4%)
66	BESSEMER GROUP INC	76,780	0.18%	$3.8M	—
67	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	72,439	0.17%	$3.6M	NEW
68	JACOBS ASSET MANAGEMENT, LLC	70,000	0.17%	$3.4M	-20,000 (-22.2%)
69	NISA INVESTMENT ADVISORS, LLC	60,369	0.14%	$3.0M	+1,513 (+2.6%)
70	ALLIANCEBERNSTEIN L.P.	54,406	0.13%	$2.2M	+2,910 (+5.7%)
71	Y-Intercept (Hong Kong) Ltd	52,408	0.12%	$2.6M	-47,496 (-47.5%)
72	CITADEL ADVISORS LLC	52,068	0.12%	$2.6M	-178,043 (-77.4%)
73	Range Financial Group LLC	51,737	0.12%	$2.5M	+802 (+1.6%)
74	PMC FIG Opportunities LLC	51,194	0.12%	$2.5M	NEW
75	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	51,047	0.12%	$2.5M	+14,805 (+40.9%)
76	Militia Capital Management LLC	50,951	0.12%	$2.5M	NEW
77	ROYCE & ASSOCIATES LP	50,741	0.12%	$2.5M	+42,508 (+516.3%)
78	BAYVIEW ASSET MANAGEMENT, LLC	50,000	0.12%	$2.5M	-11,794 (-19.1%)
79	VOYA INVESTMENT MANAGEMENT LLC	49,878	0.12%	$2.4M	+1,238 (+2.5%)
80	X-Square Capital, LLC	49,081	0.12%	$2.4M	-260 (-0.5%)
81	XTX Topco Ltd	47,199	0.11%	$2.3M	+16,933 (+55.9%)
82	Schonfeld Strategic Advisors LLC	45,428	0.11%	$2.2M	NEW
83	CITIGROUP INC	44,586	0.11%	$2.2M	+7,579 (+20.5%)
84	FMR LLC	43,527	0.10%	$2.1M	+36,375 (+508.6%)
85	UBS Group AG	43,357	0.10%	$2.1M	-78,090 (-64.3%)
86	NEW YORK STATE COMMON RETIREMENT FUND	43,236	0.10%	$2.1M	+28,800 (+199.5%)
87	Engineers Gate Manager LP	42,084	0.10%	$2.1M	+15,902 (+60.7%)
88	WELLS FARGO & COMPANY/MN	38,716	0.09%	$1.9M	+16,247 (+72.3%)
89	Vanguard Global Advisers, LLC	38,182	0.09%	$1.9M	—
90	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	37,714	0.09%	$1.9M	-28,100 (-42.7%)
91	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	37,600	0.09%	$1.8M	—
92	Mirae Asset Global Investments Co., Ltd.	37,233	0.09%	$1.8M	+6,959 (+23.0%)
93	BNP PARIBAS FINANCIAL MARKETS	36,500	0.09%	$1.8M	-11,553 (-24.0%)
94	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	34,388	0.08%	$223K	+3,703 (+12.1%)
95	GSA CAPITAL PARTNERS LLP	32,788	0.08%	$1.6M	+26,160 (+394.7%)
96	CANADA LIFE ASSURANCE Co	32,330	0.08%	$1.6M	-3,941 (-10.9%)
97	VANGUARD ASSET MANAGEMENT, Ltd	32,329	0.08%	$1.6M	+3,847 (+13.5%)
98	Unison Advisors LLC	31,022	0.07%	$1.5M	+199 (+0.6%)
99	Vestmark Advisory Solutions, Inc.	30,520	0.07%	$1.5M	-220 (-0.7%)
100	Polymer Capital Management (US) LLC	30,430	0.07%	$1.5M	NEW
101	State of Tennessee, Department of Treasury	29,982	0.07%	$1.5M	+19,107 (+175.7%)
102	ELEVATION POINT WEALTH PARTNERS, LLC	29,827	0.07%	$1.5M	-146 (-0.5%)
103	NorthCrest Asset Manangement, LLC	29,696	0.07%	$1.5M	+594 (+2.0%)
104	ACADIAN ASSET MANAGEMENT LLC	29,606	0.07%	$1.4M	NEW
105	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	29,327	0.07%	$1.4M	+79 (+0.3%)
106	Zurcher Kantonalbank (Zurich Cantonalbank)	29,217	0.07%	$1.4M	+13,776 (+89.2%)
107	Summit Global Investments	28,664	0.07%	$1.4M	-777 (-2.6%)
108	VIRGINIA RETIREMENT SYSTEMS ET Al	28,287	0.07%	$1.4M	+6,600 (+30.4%)
109	Knights of Columbus Asset Advisors LLC	25,311	0.06%	$1.2M	+158 (+0.6%)
110	MetLife Investment Management, LLC	25,173	0.06%	$1.2M	+851 (+3.5%)
111	Mitsubishi UFJ Asset Management (UK) Ltd.	24,000	0.06%	$1.2M	+2,000 (+9.1%)
112	WEDGE CAPITAL MANAGEMENT L L P/NC	23,020	0.05%	$1.1M	-3,385 (-12.8%)
113	Illinois Municipal Retirement Fund	22,309	0.05%	$1.1M	-751 (-3.3%)
114	TD Waterhouse Canada Inc.	22,285	0.05%	$1.1M	-625 (-2.7%)
115	Rafferty Asset Management, LLC	22,166	0.05%	$1.1M	-9,698 (-30.4%)
116	IEQ CAPITAL, LLC	22,004	0.05%	$1.1M	+15,655 (+246.6%)
117	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	21,242	0.05%	$1.0M	-686 (-3.1%)
118	Quantbot Technologies LP	21,046	0.05%	$1.0M	-19,533 (-48.1%)
119	DARK FOREST CAPITAL MANAGEMENT LP	20,134	0.05%	$988K	NEW
120	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	19,849	0.05%	$974K	-377 (-1.9%)
121	JAMES INVESTMENT RESEARCH, INC.	19,833	0.05%	$973K	—
122	Allspring Global Investments Holdings, LLC	19,454	0.05%	$955K	+612 (+3.2%)
123	BURNEY CO/	19,312	0.05%	$948K	-6,436 (-25.0%)
124	STRS OHIO	19,300	0.05%	$947K	+3,400 (+21.4%)
125	KLP KAPITALFORVALTNING AS	19,200	0.05%	$948K	—
126	Campbell & CO Investment Adviser LLC	19,117	0.05%	$938K	NEW
127	ExodusPoint Capital Management, LP	19,089	0.05%	$937K	NEW
128	Louisiana State Employees Retirement System	18,500	0.04%	$908K	-700 (-3.6%)
129	Horizon Investments, LLC	18,169	0.04%	$892K	+356 (+2.0%)
130	RENAISSANCE TECHNOLOGIES LLC	18,034	0.04%	$885K	NEW
131	SUSQUEHANNA INTERNATIONAL GROUP, LLP	17,928	0.04%	$880K	-19,111 (-51.6%)
132	Aquatic Capital Management LLC	17,781	0.04%	$873K	+14,759 (+488.4%)
133	MANUFACTURERS LIFE INSURANCE COMPANY, THE	17,218	0.04%	$845K	-1,035 (-5.7%)
134	State of Alaska, Department of Revenue	15,719	0.04%	$770K	-7,392 (-32.0%)
135	VOLORIDGE INVESTMENT MANAGEMENT, LLC	15,166	0.04%	$744K	-102,063 (-87.1%)
136	Penn Capital Management Company, LLC	15,166	0.04%	$744K	-3,704 (-19.6%)
137	denkapparat Operations GmbH	15,010	0.04%	$737K	+9,406 (+167.8%)
138	FIRST MANHATTAN CO. LLC.	15,000	0.04%	$741K	—
139	TEACHER RETIREMENT SYSTEM OF TEXAS	14,414	0.03%	$707K	+7,694 (+114.5%)
140	SG Americas Securities, LLC	13,953	0.03%	$685K	-16,303 (-53.9%)
141	Mariner, LLC	13,735	0.03%	$674K	NEW
142	INTECH INVESTMENT MANAGEMENT LLC	13,361	0.03%	$656K	-23,028 (-63.3%)
143	Jain Global LLC	13,316	0.03%	$653K	NEW
144	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	13,315	0.03%	$653K	—
145	Mraz, Amerine & Associates, Inc.	12,890	0.03%	$633K	-2,000 (-13.4%)
146	ALPS ADVISORS INC	12,762	0.03%	$626K	+161 (+1.3%)
147	Police & Firemen's Retirement System of New Jersey	12,713	0.03%	$624K	+1,100 (+9.5%)
148	PDT Partners, LLC	12,076	0.03%	$593K	-2,300 (-16.0%)
149	BARCLAYS PLC	11,932	0.03%	$586K	-18,262 (-60.5%)
150	Quantinno Capital Management LP	11,753	0.03%	$577K	+3,280 (+38.7%)
151	Balyasny Asset Management L.P.	11,748	0.03%	$576K	-41,361 (-77.9%)
152	ARIZONA STATE RETIREMENT SYSTEM	11,721	0.03%	$575K	-359 (-3.0%)
153	HANCOCK WHITNEY CORP	11,679	0.03%	$573K	-15,560 (-57.1%)
154	AMALGAMATED BANK	11,375	0.03%	$558K	-1,104 (-8.8%)
155	YOUSIF CAPITAL MANAGEMENT, LLC	11,348	0.03%	$557K	-260 (-2.2%)
156	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	11,283	0.03%	$554K	—
157	Vanguard Investments Australia, Ltd.	10,581	0.03%	$519K	—
158	New Age Alpha Advisors, LLC	10,498	0.02%	$515K	-31,125 (-74.8%)
159	Handelsbanken Fonder AB	10,200	0.02%	$501K	—
160	NEUBERGER BERMAN GROUP LLC	10,158	0.02%	$498K	+827 (+8.9%)
161	Pathstone Holdings, LLC	10,114	0.02%	$497K	-450 (-4.3%)
162	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	10,021	0.02%	$492K	-676 (-6.3%)
163	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	9,585	0.02%	$470K	-300 (-3.0%)
164	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	8,519	0.02%	$418K	+2,094 (+32.6%)
165	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	8,384	0.02%	$411K	+1,415 (+20.3%)
166	Sterling Capital Management LLC	8,379	0.02%	$411K	+6,949 (+485.9%)
167	Steward Partners Investment Advisory, LLC	8,310	0.02%	$408K	NEW
168	Quadrature Capital Ltd	8,257	0.02%	$405K	NEW
169	MERCER GLOBAL ADVISORS INC /ADV	8,013	0.02%	$393K	NEW
170	SCOTIA CAPITAL INC.	7,800	0.02%	$383K	—
171	HSBC HOLDINGS PLC	7,711	0.02%	$380K	-4,412 (-36.4%)
172	Amundi	7,458	0.02%	$366K	-8,547 (-53.4%)
173	PRAXIS INVESTMENT MANAGEMENT INC	7,230	0.02%	$355K	—
174	NOESIS CAPITAL MANGEMENT CORP	7,000	0.02%	$343K	—
175	Counterpoint Mutual Funds LLC	6,859	0.02%	$337K	NEW
176	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	6,791	0.02%	$333K	—
177	Aigen Investment Management, LP	6,772	0.02%	$332K	NEW
178	CANADA PENSION PLAN INVESTMENT BOARD	6,700	0.02%	$329K	—
179	Creative Planning	6,604	0.02%	$324K	NEW
180	Carolina Wealth Advisors, LLC	6,527	0.02%	$320K	NEW
181	Pictet Asset Management Holding SA	6,253	0.01%	$307K	—
182	Maryland State Retirement & Pension System	6,146	0.01%	$302K	-100 (-1.6%)
183	ProShare Advisors LLC	6,140	0.01%	$301K	-574 (-8.5%)
184	Swiss Life Asset Management Ltd	6,000	0.01%	$294K	NEW
185	Vident Advisory, LLC	5,902	0.01%	$290K	-928 (-13.6%)
186	Apella Capital, LLC	5,750	0.01%	$287K	—
187	STATE OF WISCONSIN INVESTMENT BOARD	5,687	0.01%	$279K	NEW
188	DRW Securities, LLC	5,661	0.01%	$278K	NEW
189	Boston Partners	5,163	0.01%	$253K	-653 (-11.2%)
190	FOUNDERS CAPITAL MANAGEMENT, LLC	5,000	0.01%	$245K	—
191	SMITH SHELLNUT WILSON LLC /ADV	4,872	0.01%	$239K	NEW
192	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	4,841	0.01%	$238K	-109 (-2.2%)
193	nVerses Capital, LLC	4,840	0.01%	$237K	NEW
194	Central Pacific Bank - Trust Division	4,840	0.01%	$237K	-5,014 (-50.9%)
195	Cerity Partners LLC	4,682	0.01%	$230K	-23,920 (-83.6%)
196	Cornerstone Investment Partners, LLC	4,569	0.01%	$224K	NEW
197	PNC Financial Services Group, Inc.	4,556	0.01%	$224K	+26 (+0.6%)
198	XPONANCE LLC	4,138	0.01%	$203K	NEW
199	Equitable Holdings, Inc.	4,095	0.01%	$201K	NEW
200	Layline Advisors, LLC	4,089	0.01%	$201K	NEW
201	Centiva Capital, LP	4,084	0.01%	$200K	NEW
202	Ameritas Investment Partners, Inc.	3,912	0.01%	$192K	+183 (+4.9%)
203	Ensign Peak Advisors, Inc	2,340	0.01%	$115K	—
204	ROYAL BANK OF CANADA	2,127	0.01%	$105K	-1,774 (-45.5%)
205	Tower Research Capital LLC (TRC)	1,904	0.00%	$93K	-811 (-29.9%)
206	KBC Group NV	1,834	0.00%	$90K	—
207	Pinnacle Wealth Planning Services, Inc.	1,515	0.00%	$74K	+22 (+1.5%)
208	Rockefeller Capital Management L.P.	1,483	0.00%	$73K	-14 (-0.9%)
209	Versant Capital Management, Inc	1,168	0.00%	$57K	—
210	Nykredit A/S	869	0.00%	$43K	NEW
211	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	838	0.00%	$41K	+58 (+7.4%)
212	Arax Advisory Partners	812	0.00%	$40K	+227 (+38.8%)
213	MassMutual Private Wealth & Trust, FSB	767	0.00%	$38K	-28 (-3.5%)
214	ASSETMARK, INC	744	0.00%	$37K	+14 (+1.9%)
215	OSAIC HOLDINGS, INC.	675	0.00%	$33K	+135 (+25.0%)
216	Allworth Financial LP	641	0.00%	$31K	+417 (+186.2%)
217	1620 INVESTMENT ADVISORS, INC.	627	0.00%	$31K	-133 (-17.5%)
218	EverSource Wealth Advisors, LLC	596	0.00%	$29K	-743 (-55.5%)
219	HANTZ FINANCIAL SERVICES, INC.	554	0.00%	$27K	+7 (+1.3%)
220	Institute for Wealth Management, LLC.	485	0.00%	$24K	NEW
221	FIFTH THIRD BANCORP	470	0.00%	$23K	+11 (+2.4%)
222	IFP Advisors, Inc	450	0.00%	$22K	+424 (+1630.8%)
223	US BANCORP \DE\	360	0.00%	$18K	—
224	Salomon & Ludwin, LLC	354	0.00%	$18K	NEW
225	Kemnay Advisory Services Inc.	293	0.00%	$14K	NEW
226	UMB Bank, n.a.	260	0.00%	$13K	+16 (+6.6%)
227	Smartleaf Asset Management LLC	228	0.00%	$11K	—
228	ROTHSCHILD INVESTMENT LLC	227	0.00%	$11K	+126 (+124.8%)
229	CENTRAL TRUST Co	196	0.00%	$10K	—
230	Bare Financial Services, Inc	168	0.00%	$8K	—
231	SJS Investment Consulting Inc.	155	0.00%	$8K	+119 (+330.6%)
232	LOS ANGELES CAPITAL MANAGEMENT LLC	140	0.00%	$7K	+110 (+366.7%)
233	Farther Finance Advisors, LLC	140	0.00%	$7K	+47 (+50.5%)
234	Mitsubishi UFJ Asset Management Co., Ltd.	112	0.00%	$5K	—
235	Keating Financial Advisory Services, Inc.	111	0.00%	$5K	—
236	True Wealth Design, LLC	105	0.00%	$5K	+11 (+11.7%)
237	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	93	0.00%	$5K	—
238	Global Retirement Partners, LLC	91	0.00%	$4K	NEW
239	Fortitude Family Office, LLC	86	0.00%	$4K	—
240	Essential Partners LLC	65	0.00%	$3K	+61 (+1525.0%)
241	Fulcrum Asset Management LLP	64	0.00%	$3K	NEW
242	High Note Wealth, LLC	50	0.00%	$2K	—
243	Clearstead Advisors, LLC	48	0.00%	$2K	NEW
244	Parkside Financial Bank & Trust	47	0.00%	$2K	—
245	WPG Advisers, LLC	41	0.00%	$2K	—
246	HUNTINGTON NATIONAL BANK	39	0.00%	$2K	—
247	Basecamp Wealth Advisors LLC	38	0.00%	$2K	+16 (+72.7%)
248	Valued Wealth Advisors LLC	29	0.00%	$1K	NEW
249	Covestor Ltd	28	0.00%	$1K	-1 (-3.4%)
250	FARMERS & MERCHANTS INVESTMENTS INC	25	0.00%	$1K	—

Exited since 2026-03-31 (27 filers; largest 25 shown)

JANUS HENDERSON GROUP PLC	−711,933
WINTON GROUP Ltd	−64,496
PANAGORA ASSET MANAGEMENT INC	−19,008
Freestone Grove Partners LP	−16,534
JANE STREET GROUP, LLC	−16,256
INCEPTIONR LLC	−13,628
CenterBook Partners LP	−11,962
Voleon Capital Management LP	−9,353
Tidal Investments LLC	−8,773
Jefferies Financial Group Inc.	−7,573
Jump Financial, LLC	−6,300
Diversified Trust Co	−5,373
Arcus Capital Partners, LLC	−5,100
MIRABELLA FINANCIAL SERVICES LLP	−4,959
CWM, LLC	−3,844
EASTERN BANK	−299
QUADRANT CAPITAL GROUP LLC	−234
MAI Capital Management	−196
Root Financial Partners, LLC	−67
Sound Income Strategies, LLC	−50
Innovative Asset Advisors Group, LLC	−35
Investors Portfolio Services LLC	−33
Wall Street Financial Group, Inc.	−29
TWIN PEAKS WEALTH ADVISORS, LLC	−26
PICTON MAHONEY ASSET MANAGEMENT	−26

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	2026-04-28	2026-03-31	2,228,271	5.24%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-28	2026-03-31	3,146,973	7.4%
First Trust Advisors L.P.	SCHEDULE 13G	2026-04-27	2026-03-31	2,489,295	5.86%
First Trust Portfolios L.P.	SCHEDULE 13G	2026-04-27	2026-03-31	2,489,295	5.86%
The Charger Corporation	SCHEDULE 13G	2026-04-27	2026-03-31	2,489,295	5.86%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
Dimensional Fund Advisors LP	SCHEDULE 13G/A	2025-04-15	2025-03-31	2,944,766	6.5%
STATE STREET CORPORATION	SCHEDULE 13G	2025-02-06	2024-12-31	2,832,258	6.2%

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.