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.

NATIONAL HEALTHCARE CORP

CIK 0001047335NHC· quarter ending 2026-06-30

Shares outstanding

15,661,395

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

Held by 13F filers

10,232,230

65.3% of shares outstanding

Holders

250

+10 vs 2026-03-31 · 39 new, 29 exited

Value

$2.2B

shares -1.1% 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	NHC · NYSEAMER	15,661,395	10,232,230	65.3%	250	635906100

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
	635906100	COM	250	10,232,230	15,661,395	65.3%	$2.2B	3 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 250 · 635906100)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	1,975,785	12.62%	$417.6M	+80,535 (+4.2%)
2	Morgan Stanley Institutional Investment Advisors LLC	1,028,534	6.57%	$217.4M	-10,270 (-1.0%)
3	DIMENSIONAL FUND ADVISORS LP	929,692	5.94%	$196.5M	-17,285 (-1.8%)
4	VANGUARD PORTFOLIO MANAGEMENT LLC	809,224	5.17%	$171.0M	+19,803 (+2.5%)
5	FIRST TRUST ADVISORS LP	730,573	4.66%	$154.4M	+200,271 (+37.8%)
6	VANGUARD CAPITAL MANAGEMENT LLC	552,136	3.53%	$116.7M	+2,588 (+0.5%)
7	STATE STREET CORP	526,732	3.36%	$111.7M	+35,157 (+7.2%)
8	GEODE CAPITAL MANAGEMENT, LLC	380,934	2.43%	$80.5M	+57,667 (+17.8%)
9	RENAISSANCE TECHNOLOGIES LLC	299,717	1.91%	$63.3M	-35,800 (-10.7%)
10	Invesco Ltd.	175,290	1.12%	$37.0M	+25,094 (+16.7%)
11	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	174,335	1.11%	$36.8M	-4,263 (-2.4%)
12	NORTHERN TRUST CORP	145,179	0.93%	$30.7M	+8,468 (+6.2%)
13	Bank of New York Mellon Corp	122,320	0.78%	$25.9M	+2,367 (+2.0%)
14	SYSTEMATIC FINANCIAL MANAGEMENT LP	109,086	0.70%	$23.1M	-7,162 (-6.2%)
15	T. Rowe Price Investment Management, Inc.	107,248	0.68%	$22.7M	NEW
16	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	96,550	0.62%	$20.4M	+21,293 (+28.3%)
17	MORGAN STANLEY	93,536	0.60%	$19.8M	-14,276 (-13.2%)
18	AMERICAN CENTURY COMPANIES INC	92,933	0.59%	$19.6M	+3,317 (+3.7%)
19	ALPS ADVISORS INC	87,660	0.56%	$18.5M	-70,180 (-44.5%)
20	VANGUARD FIDUCIARY TRUST CO	84,971	0.54%	$18.0M	+4,802 (+6.0%)
21	Hood River Capital Management LLC	80,653	0.51%	$17.0M	+24,779 (+44.3%)
22	PRINCIPAL FINANCIAL GROUP INC	67,906	0.43%	$14.4M	+817 (+1.2%)
23	Manatuck Hill Partners, LLC	59,428	0.38%	$12.6M	-972 (-1.6%)
24	GOLDMAN SACHS GROUP INC	51,492	0.33%	$10.9M	-46,856 (-47.6%)
25	Public Sector Pension Investment Board	50,727	0.32%	$10.7M	+6,319 (+14.2%)
26	Vest Financial, LLC	50,088	0.32%	$10.6M	+10,724 (+27.2%)
27	PRUDENTIAL FINANCIAL INC	49,663	0.32%	$10.5M	+21,293 (+75.1%)
28	Allspring Global Investments Holdings, LLC	40,887	0.26%	$8.7M	-8,648 (-17.5%)
29	BROWN BROTHERS HARRIMAN & CO	37,546	0.24%	$7.9M	—
30	JPMORGAN CHASE & CO	36,652	0.23%	$7.7M	-34,222 (-48.3%)
31	Nuveen, LLC	31,954	0.20%	$6.8M	+4,487 (+16.3%)
32	Legal & General Group Plc	31,155	0.20%	$6.6M	+786 (+2.6%)
33	RHUMBLINE ADVISERS	30,257	0.19%	$6.4M	-4,054 (-11.8%)
34	AQR CAPITAL MANAGEMENT LLC	27,107	0.17%	$5.7M	-3,122 (-10.3%)
35	DEUTSCHE BANK AG\	27,019	0.17%	$5.7M	+2,485 (+10.1%)
36	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	25,548	0.16%	$5.4M	-770 (-2.9%)
37	SEGALL BRYANT & HAMILL, LLC	25,197	0.16%	$5.3M	-2,016 (-7.4%)
38	Swiss National Bank	25,030	0.16%	$5.3M	-1,100 (-4.2%)
39	BESSEMER GROUP INC	23,401	0.15%	$4.9M	+30 (+0.1%)
40	BANK OF AMERICA CORP /DE/	23,008	0.15%	$4.9M	-4,505 (-16.4%)
41	DENALI ADVISORS LLC	22,900	0.15%	$4.8M	+9,800 (+74.8%)
42	AE Wealth Management LLC	22,277	0.14%	$4.7M	+3 (+0.0%)
43	Eversept Partners, LP	22,116	0.14%	$4.7M	NEW
44	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	21,798	0.14%	$4.6M	+16,904 (+345.4%)
45	CSM Advisors, LLC	21,300	0.14%	$4.5M	+735 (+3.6%)
46	Russell Investments Group, Ltd.	20,858	0.13%	$4.4M	+6,213 (+42.4%)
47	Militia Capital Management LLC	20,100	0.13%	$4.2M	-33,000 (-62.1%)
48	AMERIPRISE FINANCIAL INC	19,802	0.13%	$4.2M	-1,196 (-5.7%)
49	SEI INVESTMENTS CO	19,773	0.13%	$4.2M	+3,116 (+18.7%)
50	Creative Planning	19,715	0.13%	$4.2M	+3,337 (+20.4%)
51	Pinnacle Financial Partners, Inc.	19,250	0.12%	$4.1M	—
52	MARTINGALE ASSET MANAGEMENT L P	18,519	0.12%	$3.9M	+400 (+2.2%)
53	XTX Topco Ltd	17,213	0.11%	$3.6M	+11,344 (+193.3%)
54	UBS Group AG	17,211	0.11%	$3.6M	-3,399 (-16.5%)
55	Quantinno Capital Management LP	17,037	0.11%	$3.6M	+8,964 (+111.0%)
56	NEW YORK STATE COMMON RETIREMENT FUND	16,167	0.10%	$3.4M	+3,400 (+26.6%)
57	ALLIANCEBERNSTEIN L.P.	15,956	0.10%	$2.5M	+600 (+3.9%)
58	Bridge City Capital, LLC	15,883	0.10%	$3.4M	-311 (-1.9%)
59	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	15,327	0.10%	$3.2M	-1,406 (-8.4%)
60	Vident Advisory, LLC	14,958	0.10%	$3.2M	-450 (-2.9%)
61	Cerity Partners LLC	14,416	0.09%	$3.0M	-51 (-0.4%)
62	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	13,899	0.09%	$2.9M	+1,682 (+13.8%)
63	RITHOLTZ WEALTH MANAGEMENT	13,469	0.09%	$2.8M	+9,783 (+265.4%)
64	PRICE T ROWE ASSOCIATES INC /MD/	12,581	0.08%	$2.7M	+1,467 (+13.2%)
65	WELLS FARGO & COMPANY/MN	12,092	0.08%	$2.6M	+7,246 (+149.5%)
66	Corient Private Wealth LP	11,825	0.08%	$2.5M	+7,252 (+158.6%)
67	OAK ASSOCIATES LTD /OH/	11,724	0.07%	$2.5M	—
68	VOYA INVESTMENT MANAGEMENT LLC	10,911	0.07%	$2.3M	+332 (+3.1%)
69	VIRGINIA RETIREMENT SYSTEMS ET Al	10,800	0.07%	$2.3M	+4,300 (+66.2%)
70	Private Advisor Group, LLC	10,463	0.07%	$2.2M	-2,210 (-17.4%)
71	Horizon Investments, LLC	10,113	0.06%	$2.1M	-139 (-1.4%)
72	Man Group plc	9,276	0.06%	$2.0M	NEW
73	Susquehanna Portfolio Strategies, LLC	8,635	0.06%	$1.8M	+289 (+3.5%)
74	VANGUARD ASSET MANAGEMENT, Ltd	8,534	0.05%	$1.8M	-97 (-1.1%)
75	Thrivent Financial for Lutherans	8,206	0.05%	$1.7M	-79 (-1.0%)
76	OCCUDO QUANTITATIVE STRATEGIES LP	7,891	0.05%	$1.7M	+1,044 (+15.2%)
77	HSBC HOLDINGS PLC	7,809	0.05%	$1.6M	-160 (-2.0%)
78	KLP KAPITALFORVALTNING AS	7,800	0.05%	$1.7M	+1,800 (+30.0%)
79	CITIGROUP INC	7,770	0.05%	$1.6M	+5,513 (+244.3%)
80	MetLife Investment Management, LLC	7,568	0.05%	$1.6M	+493 (+7.0%)
81	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	7,421	0.05%	$1.6M	-791 (-9.6%)
82	VICTORY CAPITAL MANAGEMENT INC	7,033	0.04%	$1.5M	+5,143 (+272.1%)
83	ROYCE & ASSOCIATES LP	6,863	0.04%	$1.5M	NEW
84	Connor, Clark & Lunn Investment Management Ltd.	6,672	0.04%	$1.4M	-220 (-3.2%)
85	TWO SIGMA INVESTMENTS, LP	6,629	0.04%	$1.4M	-76,168 (-92.0%)
86	MANUFACTURERS LIFE INSURANCE COMPANY, THE	6,626	0.04%	$1.4M	+578 (+9.6%)
87	FRANKLIN RESOURCES INC	6,541	0.04%	$1.4M	-180 (-2.7%)
88	Illinois Municipal Retirement Fund	6,281	0.04%	$1.3M	-280 (-4.3%)
89	Jupiter Topco LLC	6,097	0.04%	$1.3M	NEW
90	State of New Jersey Common Pension Fund D	6,057	0.04%	$1.3M	NEW
91	BANK OF MONTREAL /CAN/	5,857	0.04%	$1.2M	+51 (+0.9%)
92	Louisiana State Employees Retirement System	5,500	0.04%	$1.2M	—
93	STRS OHIO	5,500	0.04%	$1.2M	+200 (+3.8%)
94	EXCHANGE TRADED CONCEPTS, LLC	5,423	0.03%	$1.1M	+23 (+0.4%)
95	CENTRAL VALLEY ADVISORS, LLC	5,352	0.03%	$1.1M	—
96	SG Americas Securities, LLC	5,129	0.03%	$1.1M	-1,950 (-27.5%)
97	Robeco Institutional Asset Management B.V.	5,052	0.03%	$1.1M	-493 (-8.9%)
98	Ellsworth Advisors, LLC	4,966	0.03%	$1.1M	+56 (+1.1%)
99	Vanguard Global Advisers, LLC	4,935	0.03%	$1.0M	+90 (+1.9%)
100	State of Alaska, Department of Revenue	4,923	0.03%	$1.0M	-2,010 (-29.0%)
101	QUADRANT CAPITAL GROUP LLC	4,689	0.03%	$991K	—
102	Dakota Wealth Management	4,586	0.03%	$969K	NEW
103	JAMES INVESTMENT RESEARCH, INC.	4,456	0.03%	$942K	—
104	State of Tennessee, Department of Treasury	4,400	0.03%	$930K	+594 (+15.6%)
105	Summit Global Investments	4,298	0.03%	$908K	-2,795 (-39.4%)
106	MARSHALL WACE, LLP	4,259	0.03%	$900K	NEW
107	BNP PARIBAS FINANCIAL MARKETS	4,255	0.03%	$899K	-726 (-14.6%)
108	Zurcher Kantonalbank (Zurich Cantonalbank)	4,018	0.03%	$836K	+996 (+33.0%)
109	Inspire Investing, LLC	3,959	0.03%	$837K	-44 (-1.1%)
110	Police & Firemen's Retirement System of New Jersey	3,832	0.02%	$810K	+314 (+8.9%)
111	ALLSTATE CORP	3,784	0.02%	$800K	—
112	TEACHER RETIREMENT SYSTEM OF TEXAS	3,729	0.02%	$788K	-1,693 (-31.2%)
113	Handelsbanken Fonder AB	3,600	0.02%	$761K	NEW
114	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	3,589	0.02%	$759K	+113 (+3.3%)
115	EVERGREEN CAPITAL MANAGEMENT LLC	3,502	0.02%	$743K	+6 (+0.2%)
116	ARIZONA STATE RETIREMENT SYSTEM	3,431	0.02%	$725K	-191 (-5.3%)
117	YOUSIF CAPITAL MANAGEMENT, LLC	3,385	0.02%	$715K	—
118	AMALGAMATED BANK	3,370	0.02%	$712K	-211 (-5.9%)
119	Vestcor Inc	3,339	0.02%	$706K	+2,044 (+157.8%)
120	Vanguard Investments Australia, Ltd.	3,311	0.02%	$700K	—
121	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	3,151	0.02%	$666K	—
122	Mariner, LLC	3,137	0.02%	$663K	-2,057 (-39.6%)
123	LEUTHOLD GROUP, LLC	3,063	0.02%	$647K	—
124	STEPHENS INC /AR/	3,043	0.02%	$643K	—
125	INTECH INVESTMENT MANAGEMENT LLC	2,968	0.02%	$627K	+66 (+2.3%)
126	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	2,963	0.02%	$626K	-106 (-3.5%)
127	DARK FOREST CAPITAL MANAGEMENT LP	2,867	0.02%	$606K	NEW
128	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	2,835	0.02%	$599K	-24 (-0.8%)
129	Universal- Beteiligungs- und Servicegesellschaft mbH	2,769	0.02%	$585K	NEW
130	FIFTH THIRD BANCORP	2,694	0.02%	$569K	-21 (-0.8%)
131	OSAIC HOLDINGS, INC.	2,610	0.02%	$552K	+30 (+1.2%)
132	Independent Advisor Alliance	2,607	0.02%	$551K	+6 (+0.2%)
133	CANADA PENSION PLAN INVESTMENT BOARD	2,600	0.02%	$550K	-1,100 (-29.7%)
134	Legato Capital Management LLC	2,572	0.02%	$544K	—
135	Vestmark Advisory Solutions, Inc.	2,516	0.02%	$532K	+3 (+0.1%)
136	ELEVATION POINT WEALTH PARTNERS, LLC	2,516	0.02%	$533K	+1 (+0.0%)
137	GUGGENHEIM CAPITAL LLC	2,503	0.02%	$529K	NEW
138	Vanguard Personalized Indexing Management, LLC	2,483	0.02%	$525K	-50 (-2.0%)
139	FMR LLC	2,380	0.02%	$503K	+21 (+0.9%)
140	RAYMOND JAMES FINANCIAL INC	2,303	0.01%	$487K	+182 (+8.6%)
141	Verdad Advisers, LP	2,295	0.01%	$485K	NEW
142	Squarepoint Ops LLC	2,282	0.01%	$482K	NEW
143	BARCLAYS PLC	2,272	0.01%	$480K	-240 (-9.6%)
144	NEUBERGER BERMAN GROUP LLC	2,253	0.01%	$476K	+294 (+15.0%)
145	Pictet Asset Management Holding SA	2,244	0.01%	$474K	-273 (-10.8%)
146	AVIVA PLC	2,231	0.01%	$472K	NEW
147	ROYAL BANK OF CANADA	2,181	0.01%	$461K	+1,506 (+223.1%)
148	PRAXIS INVESTMENT MANAGEMENT INC	2,170	0.01%	$459K	NEW
149	RWA WEALTH PARTNERS, LLC	2,101	0.01%	$444K	+1 (+0.0%)
150	NISA INVESTMENT ADVISORS, LLC	2,079	0.01%	$441K	-268 (-11.4%)
151	Callan Family Office, LLC	2,060	0.01%	$435K	-13 (-0.6%)
152	SJS Investment Consulting Inc.	1,956	0.01%	$413K	+46 (+2.4%)
153	Schonfeld Strategic Advisors LLC	1,901	0.01%	$402K	-371 (-16.3%)
154	Balyasny Asset Management L.P.	1,864	0.01%	$394K	NEW
155	ProShare Advisors LLC	1,849	0.01%	$391K	-125 (-6.3%)
156	Maryland State Retirement & Pension System	1,823	0.01%	$385K	+20 (+1.1%)
157	Ballentine Partners, LLC	1,794	0.01%	$379K	—
158	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1,698	0.01%	$359K	-4,559 (-72.9%)
159	STATE OF WISCONSIN INVESTMENT BOARD	1,667	0.01%	$352K	-13,478 (-89.0%)
160	FourThought Financial Partners, LLC	1,665	0.01%	$352K	-154 (-8.5%)
161	Tidal Investments LLC	1,636	0.01%	$346K	NEW
162	Swiss Life Asset Management Ltd	1,617	0.01%	$342K	-32 (-1.9%)
163	Wheelhouse Advisory Group LLC	1,577	0.01%	$333K	+313 (+24.8%)
164	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	1,431	0.01%	$302K	+11 (+0.8%)
165	Amundi	1,403	0.01%	$297K	NEW
166	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1,402	0.01%	$295K	+106 (+8.2%)
167	Reliant Investment Management, LLC	1,400	0.01%	$296K	—
168	BURNEY CO/	1,387	0.01%	$293K	NEW
169	MERCER GLOBAL ADVISORS INC /ADV	1,314	0.01%	$278K	NEW
170	XPONANCE LLC	1,292	0.01%	$273K	NEW
171	Inspire Advisors, LLC	1,277	0.01%	$270K	-146 (-10.3%)
172	Baron Wealth Management LLC	1,258	0.01%	$266K	NEW
173	Tower Research Capital LLC (TRC)	1,238	0.01%	$262K	-496 (-28.6%)
174	Ameritas Investment Partners, Inc.	1,179	0.01%	$249K	+118 (+11.1%)
175	PNC Financial Services Group, Inc.	1,161	0.01%	$245K	+42 (+3.8%)
176	Abel Hall, LLC	1,155	0.01%	$244K	NEW
177	GREAT LAKES ADVISORS, LLC	1,118	0.01%	$236K	NEW
178	Meridian Wealth Management, LLC	1,109	0.01%	$234K	NEW
179	Sanctuary Advisors, LLC	1,095	0.01%	$231K	NEW
180	Argent Trust Co	1,000	0.01%	$211K	NEW
181	CAPSTONE INVESTMENT ADVISORS, LLC	984	0.01%	$208K	-675 (-40.7%)
182	Nykredit A/S	981	0.01%	$207K	NEW
183	SIGNATUREFD, LLC	959	0.01%	$203K	+72 (+8.1%)
184	Crossmark Global Holdings, Inc.	953	0.01%	$201K	NEW
185	Global Retirement Partners, LLC	770	0.00%	$163K	NEW
186	Arax Advisory Partners	681	0.00%	$144K	+570 (+513.5%)
187	Parallel Advisors, LLC	673	0.00%	$142K	—
188	State of Wyoming	653	0.00%	$138K	NEW
189	Copeland Capital Management, LLC	541	0.00%	$114K	-18 (-3.2%)
190	Pinnacle Wealth Planning Services, Inc.	514	0.00%	$109K	+6 (+1.2%)
191	KBC Group NV	511	0.00%	$108K	—
192	ACADIAN ASSET MANAGEMENT LLC	438	0.00%	$92K	-656 (-60.0%)
193	Advisors Asset Management, Inc.	421	0.00%	$89K	+208 (+97.7%)
194	GAMMA Investing LLC	389	0.00%	$82K	+21 (+5.7%)
195	US BANCORP \DE\	367	0.00%	$78K	—
196	UMB Bank, n.a.	292	0.00%	$62K	+4 (+1.4%)
197	EverSource Wealth Advisors, LLC	247	0.00%	$52K	-64 (-20.6%)
198	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	229	0.00%	$48K	-17 (-6.9%)
199	Steward Partners Investment Advisory, LLC	204	0.00%	$43K	+1 (+0.5%)
200	Sterling Capital Management LLC	198	0.00%	$42K	-223 (-53.0%)
201	ASSETMARK, INC	197	0.00%	$42K	+18 (+10.1%)
202	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	180	0.00%	$38K	+80 (+80.0%)
203	Mitsubishi UFJ Asset Management Co., Ltd.	174	0.00%	$37K	—
204	NewEdge Advisors, LLC	172	0.00%	$36K	-9 (-5.0%)
205	Blue Trust, Inc.	144	0.00%	$30K	-27 (-15.8%)
206	Farther Finance Advisors, LLC	143	0.00%	$30K	-3 (-2.1%)
207	Rockefeller Capital Management L.P.	131	0.00%	$28K	+130 (+13000.0%)
208	Allworth Financial LP	130	0.00%	$27K	+14 (+12.1%)
209	Salomon & Ludwin, LLC	120	0.00%	$26K	—
210	Federation des caisses Desjardins du Quebec	115	0.00%	$24K	+37 (+47.4%)
211	HANTZ FINANCIAL SERVICES, INC.	110	0.00%	$23K	+13 (+13.4%)
212	WHITTIER TRUST CO	100	0.00%	$22K	—
213	HARBOR CAPITAL ADVISORS, INC.	79	0.00%	$17K	-21 (-21.0%)
214	LOS ANGELES CAPITAL MANAGEMENT LLC	67	0.00%	$14K	—
215	Covestor Ltd	65	0.00%	$14K	+6 (+10.2%)
216	ROTHSCHILD INVESTMENT LLC	53	0.00%	$11K	+1 (+1.9%)
217	Bare Financial Services, Inc	53	0.00%	$11K	—
218	IFP Advisors, Inc	45	0.00%	$10K	-20 (-30.8%)
219	Essential Partners LLC	42	0.00%	$9K	-116 (-73.4%)
220	Kemnay Advisory Services Inc.	39	0.00%	$8K	-40 (-50.6%)
221	WealthCollab, LLC	32	0.00%	$7K	—
222	Keating Financial Advisory Services, Inc.	32	0.00%	$7K	+2 (+6.7%)
223	JONES FINANCIAL COMPANIES LLLP	30	0.00%	$6K	-375 (-92.6%)
224	Smartleaf Asset Management LLC	29	0.00%	$6K	—
225	Versant Capital Management, Inc	26	0.00%	$5K	—
226	Capital Advisors, Ltd. LLC	20	0.00%	$4K	—
227	Cornerstone Financial Management LLC	20	0.00%	$4K	—
228	Fortitude Family Office, LLC	14	0.00%	$3K	NEW
229	MassMutual Private Wealth & Trust, FSB	13	0.00%	$3K	+1 (+8.3%)
230	Private Wealth Management Group, LLC	11	0.00%	$2K	—
231	Transamerica Financial Advisors, LLC	10	0.00%	$2K	—
232	Fulcrum Asset Management LLP	10	0.00%	$2K	NEW
233	FARMERS & MERCHANTS INVESTMENTS INC	8	0.00%	$2K	—
234	Dogwood Wealth Management LLC	8	0.00%	$2K	—
235	Plante Moran Financial Advisors, LLC	7	0.00%	$1K	NEW
236	Parkside Financial Bank & Trust	5	0.00%	$1K	—
237	JPL Wealth Management, LLC	5	0.00%	$1K	—
238	Bell Investment Advisors, Inc	5	0.00%	$1K	—
239	Ankerstar Wealth, LLC	4	0.00%	$848	—
240	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	4	0.00%	$851	—
241	True Wealth Design, LLC	3	0.00%	$635	—
242	Hughes Financial Services, LLC	3	0.00%	$634	+2 (+200.0%)
243	Clearstead Advisors, LLC	2	0.00%	$423	NEW
244	GILPIN WEALTH MANAGEMENT, LLC	2	0.00%	$423	—
245	JFS WEALTH ADVISORS, LLC	2	0.00%	$425	NEW
246	Abound Wealth Management	1	0.00%	$212	—
247	Davis Capital Management	1	0.00%	$211	NEW
248	SBI Securities Co., Ltd.	1	0.00%	$211	—
249	Prairie Wealth Advisors, Inc.	0	0.00%	$229K	NEW
250	Truvestments Capital LLC	0	0.00%	$25	—

Exited since 2026-03-31 (29 filers; largest 25 shown)

M Holdings Securities, Inc.	−462,411
Qube Research & Technologies Ltd	−16,292
CANADA LIFE ASSURANCE Co	−10,804
Quadrature Capital Ltd	−9,765
CITADEL ADVISORS LLC	−7,942
CWM, LLC	−6,282
JANUS HENDERSON GROUP PLC	−6,097
ExodusPoint Capital Management, LP	−4,365
Brevan Howard Capital Management LP	−4,184
Weiss Asset Management LP	−4,060
Y-Intercept (Hong Kong) Ltd	−3,650
Aquatic Capital Management LLC	−3,027
INCEPTIONR LLC	−2,911
Brooklyn Investment Group	−2,406
Entropy Technologies, LP	−2,085
Regal Partners Ltd	−1,906
Virtu Financial LLC	−1,518
Gotham Asset Management, LLC	−1,507
Freestone Grove Partners LP	−1,229
Destiny Wealth Partners, LLC	−164
SIMPLEX TRADING, LLC	−81
Sound Income Strategies, LLC	−49
TWIN PEAKS WEALTH ADVISORS, LLC	−22
Intentional Wealth Strategies, LLC	−13
Root Financial Partners, LLC	−11

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
First Trust Advisors L.P.	SCHEDULE 13G	2026-07-27	2026-06-30	795,771	5.09%
First Trust Portfolios L.P.	SCHEDULE 13G	2026-07-27	2026-06-30	795,771	5.09%
The Charger Corporation	SCHEDULE 13G	2026-07-27	2026-06-30	795,771	5.09%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-29	2026-03-31	794,305	5.11%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
Morgan Stanley	SCHEDULE 13G/A	2026-03-12	2025-12-31	1,102,537	7.1%
Morgan Stanley Institutional Investment Advisors LLC	SCHEDULE 13G/A	2026-03-12	2025-12-31	1,038,787	6.7%
BlackRock, Inc.	SCHEDULE 13G/A	2025-10-17	2025-09-30	1,800,345	11.6%

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.