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.

CARTERS INC

CIK 0001060822CRI· quarter ending 2026-06-30

Shares outstanding

36,711,185

as of 2026-07-24 · 10-Q cover page, filed 2026-07-31

Held by 13F filers

39,502,890

107.6% of shares outstanding

Holders

288

+12 vs 2026-03-31 · 51 new, 39 exited

Value

$1.6B

shares -2.6% vs prior quarter

13F holdings exceed the share count. This is normal for heavily shorted stocks: shares lent to short sellers are reported by the lender and again by whoever bought them. Related filers occasionally report the same position twice as well.

Share classes (cover page of the 10-Q filed 2026-07-31, as of 2026-07-24)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	CRI · NYSE	36,711,185	39,502,890	107.6%	288	146229109

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
	146229109	COM	288	39,502,890	36,711,185	107.6%	$1.6B	4 call / 4 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 288 · 146229109)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	5,824,048	15.86%	$239.7M	+348,839 (+6.4%)
2	VANGUARD PORTFOLIO MANAGEMENT LLC	2,870,722	7.82%	$118.2M	+317,005 (+12.4%)
3	Allianz Asset Management GmbH	2,269,347	6.18%	$93.4M	+449,058 (+24.7%)
4	DIMENSIONAL FUND ADVISORS LP	1,905,146	5.19%	$78.4M	+139,941 (+7.9%)
5	VANGUARD CAPITAL MANAGEMENT LLC	1,564,269	4.26%	$64.4M	+32,438 (+2.1%)
6	STATE STREET CORP	1,496,406	4.08%	$61.6M	-12,975 (-0.9%)
7	RWWM, INC.	1,444,045	3.93%	$59.4M	-898,314 (-38.4%)
8	AMERICAN CENTURY COMPANIES INC	1,355,729	3.69%	$55.8M	-25,397 (-1.8%)
9	AMERIPRISE FINANCIAL INC	1,240,239	3.38%	$51.0M	+618,217 (+99.4%)
10	GOLDMAN SACHS GROUP INC	1,040,575	2.83%	$42.8M	+99,410 (+10.6%)
11	CITADEL ADVISORS LLC	997,426	2.72%	$41.1M	+446,142 (+80.9%)
12	GEODE CAPITAL MANAGEMENT, LLC	933,743	2.54%	$38.4M	+49,675 (+5.6%)
13	MILLENNIUM MANAGEMENT LLC	916,522	2.50%	$37.7M	+615,712 (+204.7%)
14	MORGAN STANLEY	875,996	2.39%	$36.1M	-354,607 (-28.8%)
15	LSV ASSET MANAGEMENT	848,381	2.31%	$34.9M	+59,944 (+7.6%)
16	Bank of New York Mellon Corp	688,717	1.88%	$28.3M	+49,967 (+7.8%)
17	UBS Group AG	686,980	1.87%	$28.3M	-382,856 (-35.8%)
18	WELLINGTON MANAGEMENT GROUP LLP	645,863	1.76%	$26.6M	+68,464 (+11.9%)
19	Quantinno Capital Management LP	588,658	1.60%	$24.2M	-9,389 (-1.6%)
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	565,015	1.54%	$23.3M	+12,340 (+2.2%)
21	NORTHERN TRUST CORP	442,930	1.21%	$18.2M	+77,165 (+21.1%)
22	Interval Partners, LP	413,846	1.13%	$17.0M	-253,766 (-38.0%)
23	RENAISSANCE TECHNOLOGIES LLC	412,500	1.12%	$17.0M	NEW
24	ROYCE & ASSOCIATES LP	396,381	1.08%	$16.3M	+67,508 (+20.5%)
25	JACOBS LEVY EQUITY MANAGEMENT, INC	391,212	1.07%	$16.1M	+52,318 (+15.4%)
26	TWO SIGMA INVESTMENTS, LP	362,068	0.99%	$14.9M	+241,867 (+201.2%)
27	D. E. Shaw & Co., Inc.	322,420	0.88%	$13.3M	-262,204 (-44.9%)
28	AQR CAPITAL MANAGEMENT LLC	303,585	0.83%	$12.5M	-110,744 (-26.7%)
29	VICTORY CAPITAL MANAGEMENT INC	243,203	0.66%	$10.0M	+14,585 (+6.4%)
30	VANGUARD FIDUCIARY TRUST CO	242,301	0.66%	$10.0M	+7,103 (+3.0%)
31	JPMORGAN CHASE & CO	237,573	0.65%	$10.0M	-92,875 (-28.1%)
32	Invesco Ltd.	225,785	0.62%	$9.3M	-13,332 (-5.6%)
33	JANE STREET GROUP, LLC	220,088	0.60%	$9.1M	+100,617 (+84.2%)
34	BRIDGEWAY CAPITAL MANAGEMENT, LLC	218,072	0.59%	$9.0M	+7,997 (+3.8%)
35	Qube Research & Technologies Ltd	209,304	0.57%	$8.6M	+77,446 (+58.7%)
36	Shellback Capital, LP	200,000	0.54%	$8.2M	+160,000 (+400.0%)
37	FRANKLIN RESOURCES INC	182,932	0.50%	$7.5M	+35,431 (+24.0%)
38	PRINCIPAL FINANCIAL GROUP INC	178,078	0.49%	$7.3M	+954 (+0.5%)
39	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	154,107	0.42%	$6.3M	-122,642 (-44.3%)
40	Aristides Capital LLC	152,328	0.41%	$6.3M	-11,621 (-7.1%)
41	Empowered Funds, LLC	150,584	0.41%	$6.2M	+13,676 (+10.0%)
42	NICOLA WEALTH MANAGEMENT LTD.	141,100	0.38%	$5.8M	—
43	BANK OF AMERICA CORP /DE/	137,331	0.37%	$5.7M	+71,300 (+108.0%)
44	CITIGROUP INC	134,034	0.37%	$5.5M	+120,387 (+882.1%)
45	Nuveen, LLC	127,584	0.35%	$5.3M	+19,302 (+17.8%)
46	SALEM INVESTMENT COUNSELORS INC	126,605	0.34%	$5.2M	-310 (-0.2%)
47	Public Sector Pension Investment Board	126,568	0.34%	$5.2M	-3,843 (-2.9%)
48	RAYMOND JAMES FINANCIAL INC	125,626	0.34%	$5.2M	+42,639 (+51.4%)
49	Cinctive Capital Management LP	117,475	0.32%	$4.8M	NEW
50	FIRST TRUST ADVISORS LP	104,111	0.28%	$4.3M	+97,911 (+1579.2%)
51	BESSEMER GROUP INC	102,292	0.28%	$4.2M	+73 (+0.1%)
52	Squarepoint Ops LLC	97,709	0.27%	$4.0M	+52,193 (+114.7%)
53	Graham Capital Management, L.P.	95,823	0.26%	$3.9M	+8,302 (+9.5%)
54	RHUMBLINE ADVISERS	94,827	0.26%	$3.9M	-11,500 (-10.8%)
55	Legal & General Group Plc	94,670	0.26%	$3.9M	-1,204 (-1.3%)
56	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	88,531	0.24%	$3.6M	+8,896 (+11.2%)
57	Bridgewater Associates, LP	87,541	0.24%	$3.6M	+25,178 (+40.4%)
58	Rubric Capital Management LP	86,844	0.24%	$3.6M	-932,009 (-91.5%)
59	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	83,472	0.23%	$3.4M	+450 (+0.5%)
60	ZACKS INVESTMENT MANAGEMENT	81,281	0.22%	$3.3M	+44,264 (+119.6%)
61	GREAT LAKES ADVISORS, LLC	79,765	0.22%	$3.3M	NEW
62	Universal- Beteiligungs- und Servicegesellschaft mbH	70,534	0.19%	$2.9M	+17,942 (+34.1%)
63	Swiss National Bank	70,300	0.19%	$2.9M	-1,600 (-2.2%)
64	SEGALL BRYANT & HAMILL, LLC	69,545	0.19%	$2.9M	NEW
65	Russell Investments Group, Ltd.	69,124	0.19%	$2.8M	+40,479 (+141.3%)
66	EASTERLY INVESTMENT PARTNERS LLC	65,950	0.18%	$2.7M	-3,000 (-4.4%)
67	HUSSMAN STRATEGIC ADVISORS, INC.	63,000	0.17%	$2.6M	+42,000 (+200.0%)
68	PRUDENTIAL FINANCIAL INC	61,337	0.17%	$2.5M	+19,755 (+47.5%)
69	MARSHALL WACE, LLP	60,979	0.17%	$2.5M	-1,000,489 (-94.3%)
70	Vanguard Global Advisers, LLC	60,701	0.17%	$2.5M	—
71	BW Gestao de Investimentos Ltda.	60,000	0.16%	$2.5M	NEW
72	IEQ CAPITAL, LLC	57,686	0.16%	$2.4M	-15,859 (-21.6%)
73	Engineers Gate Manager LP	54,904	0.15%	$2.3M	NEW
74	BANK OF MONTREAL /CAN/	52,632	0.14%	$2.2M	+44,077 (+515.2%)
75	Creative Planning	51,840	0.14%	$2.1M	+4,234 (+8.9%)
76	PRICE T ROWE ASSOCIATES INC /MD/	50,831	0.14%	$2.1M	+8,150 (+19.1%)
77	ALLIANCEBERNSTEIN L.P.	49,197	0.13%	$1.8M	-30,871 (-38.6%)
78	XTX Topco Ltd	48,462	0.13%	$2.0M	NEW
79	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	45,153	0.12%	$1.9M	-1,116 (-2.4%)
80	ARMISTICE CAPITAL, LLC	43,051	0.12%	$1.8M	NEW
81	Pacific Ridge Capital Partners, LLC	42,813	0.12%	$1.8M	-485 (-1.1%)
82	Alexander Randolph Advisory, Inc.	39,995	0.11%	$1.6M	-405 (-1.0%)
83	Aquatic Capital Management LLC	38,318	0.10%	$1.6M	NEW
84	Caprock Group, LLC	38,065	0.10%	$1.6M	-2,110 (-5.3%)
85	DEUTSCHE BANK AG\	37,528	0.10%	$1.5M	+5,872 (+18.5%)
86	Jackson Creek Investment Advisors LLC	36,858	0.10%	$1.4M	-14,330 (-28.0%)
87	CANADA LIFE ASSURANCE Co	36,243	0.10%	$1.5M	-2,337 (-6.1%)
88	SummitTX Capital, L.P.	35,892	0.10%	$1.5M	-5,245 (-12.8%)
89	WELLS FARGO & COMPANY/MN	32,764	0.09%	$1.3M	+17,991 (+121.8%)
90	Gotham Asset Management, LLC	31,707	0.09%	$1.3M	+22,842 (+257.7%)
91	Y-Intercept (Hong Kong) Ltd	31,539	0.09%	$1.3M	NEW
92	Schonfeld Strategic Advisors LLC	30,328	0.08%	$1.2M	+10,998 (+56.9%)
93	FMR LLC	29,661	0.08%	$1.2M	+21,242 (+252.3%)
94	Vident Advisory, LLC	29,196	0.08%	$1.2M	+2,518 (+9.4%)
95	ANGELES WEALTH MANAGEMENT, LLC	27,937	0.08%	$1.1M	-7,323 (-20.8%)
96	WOLVERINE ASSET MANAGEMENT LLC	27,930	0.08%	$1.1M	—
97	Summit Trail Advisors, LLC	27,438	0.07%	$1.1M	-845 (-3.0%)
98	SEI INVESTMENTS CO	27,247	0.07%	$1.1M	+17,188 (+170.9%)
99	Verdad Advisers, LP	25,000	0.07%	$1.0M	—
100	Robeco Institutional Asset Management B.V.	24,972	0.07%	$1.0M	-133,688 (-84.3%)
101	VANGUARD ASSET MANAGEMENT, Ltd	24,901	0.07%	$1.0M	—
102	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	24,420	0.07%	$1.0M	-88 (-0.4%)
103	Jain Global LLC	24,375	0.07%	$1.0M	-247,070 (-91.0%)
104	Thrivent Financial for Lutherans	24,198	0.07%	$996K	-130 (-0.5%)
105	Corient Private Wealth LP	24,038	0.07%	$989K	-1,381 (-5.4%)
106	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	23,700	0.06%	$975K	+722 (+3.1%)
107	CAPTRUST FINANCIAL ADVISORS	21,726	0.06%	$894K	+63 (+0.3%)
108	Campbell & CO Investment Adviser LLC	21,565	0.06%	$888K	NEW
109	Holocene Advisors, LP	21,129	0.06%	$870K	NEW
110	MetLife Investment Management, LLC	21,115	0.06%	$869K	+1,487 (+7.6%)
111	MERCER GLOBAL ADVISORS INC /ADV	21,082	0.06%	$868K	-2,131 (-9.2%)
112	Focus Partners Wealth	21,066	0.06%	$867K	+2,301 (+12.3%)
113	Grantham, Mayo, Van Otterloo & Co. LLC	20,894	0.06%	$860K	+304 (+1.5%)
114	Horizon Investments, LLC	20,217	0.06%	$832K	-681 (-3.3%)
115	New Age Alpha Advisors, LLC	19,881	0.05%	$818K	-43,996 (-68.9%)
116	Inscription Capital, LLC	19,456	0.05%	$801K	+152 (+0.8%)
117	Illinois Municipal Retirement Fund	19,050	0.05%	$784K	+824 (+4.5%)
118	State of Tennessee, Department of Treasury	18,755	0.05%	$772K	+2,658 (+16.5%)
119	CenterBook Partners LP	17,632	0.05%	$726K	NEW
120	WINTON GROUP Ltd	17,560	0.05%	$723K	+322 (+1.9%)
121	Entropy Technologies, LP	17,389	0.05%	$716K	NEW
122	Jupiter Topco LLC	16,601	0.05%	$683K	NEW
123	Kestra Advisory Services, LLC	16,507	0.04%	$679K	NEW
124	STATE OF WISCONSIN INVESTMENT BOARD	16,382	0.04%	$674K	+5,942 (+56.9%)
125	Zurcher Kantonalbank (Zurich Cantonalbank)	16,245	0.04%	$669K	—
126	Louisiana State Employees Retirement System	16,100	0.04%	$663K	-100 (-0.6%)
127	CANADA PENSION PLAN INVESTMENT BOARD	15,600	0.04%	$642K	—
128	INDEPENDENT FINANCIAL GROUP, LLC	15,000	0.04%	$617K	-24,300 (-61.8%)
129	TEACHER RETIREMENT SYSTEM OF TEXAS	14,895	0.04%	$613K	NEW
130	CAPITAL FUND MANAGEMENT S.A.	14,674	0.04%	$604K	NEW
131	MANUFACTURERS LIFE INSURANCE COMPANY, THE	14,221	0.04%	$585K	-92 (-0.6%)
132	State of Alaska, Department of Revenue	13,990	0.04%	$575K	-5,856 (-29.5%)
133	NEW YORK STATE COMMON RETIREMENT FUND	13,700	0.04%	$564K	+2,400 (+21.2%)
134	Connor, Clark & Lunn Investment Management Ltd.	13,513	0.04%	$556K	NEW
135	Cerity Partners LLC	13,469	0.04%	$554K	-1,535 (-10.2%)
136	STRS OHIO	12,800	0.03%	$527K	NEW
137	BARCLAYS PLC	12,245	0.03%	$504K	-17,310 (-58.6%)
138	TCTC Holdings, LLC	12,242	0.03%	$504K	-2,352 (-16.1%)
139	Advisors Asset Management, Inc.	12,095	0.03%	$498K	-46,171 (-79.2%)
140	ALLSTATE CORP	12,007	0.03%	$494K	+3,775 (+45.9%)
141	QRG CAPITAL MANAGEMENT, INC.	11,875	0.03%	$489K	-1,048 (-8.1%)
142	Amundi	11,805	0.03%	$486K	-3,002 (-20.3%)
143	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	11,446	0.03%	$460K	+841 (+7.9%)
144	State of Wyoming	11,162	0.03%	$459K	-1,065 (-8.7%)
145	Westhampton Capital, LLC	11,000	0.03%	$453K	-2,000 (-15.4%)
146	Police & Firemen's Retirement System of New Jersey	10,898	0.03%	$449K	+1,034 (+10.5%)
147	GUGGENHEIM CAPITAL LLC	10,185	0.03%	$419K	-5,158 (-33.6%)
148	YOUSIF CAPITAL MANAGEMENT, LLC	9,937	0.03%	$409K	+93 (+0.9%)
149	AMALGAMATED BANK	9,853	0.03%	$406K	-612 (-5.8%)
150	Vanguard Investments Australia, Ltd.	9,810	0.03%	$404K	+1,435 (+17.1%)
151	VIRGINIA RETIREMENT SYSTEMS ET Al	9,700	0.03%	$399K	NEW
152	ARIZONA STATE RETIREMENT SYSTEM	9,667	0.03%	$398K	-346 (-3.5%)
153	Summit Global Investments	9,314	0.03%	$383K	NEW
154	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	9,276	0.03%	$382K	—
155	MIRABELLA FINANCIAL SERVICES LLP	9,141	0.02%	$376K	NEW
156	Brevan Howard Capital Management LP	8,952	0.02%	$368K	-15,130 (-62.8%)
157	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	8,738	0.02%	$360K	-275 (-3.1%)
158	ROYAL BANK OF CANADA	8,703	0.02%	$358K	+7,144 (+458.2%)
159	FIFTH THIRD BANCORP	8,647	0.02%	$356K	+494 (+6.1%)
160	Sterling Capital Management LLC	8,419	0.02%	$347K	+7,239 (+613.5%)
161	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	8,402	0.02%	$346K	+100 (+1.2%)
162	Arax Advisory Partners	8,368	0.02%	$344K	+7,493 (+856.3%)
163	Man Group plc	8,310	0.02%	$342K	NEW
164	PRELUDE CAPITAL MANAGEMENT, LLC	8,308	0.02%	$342K	+308 (+3.9%)
165	KLP KAPITALFORVALTNING AS	8,100	0.02%	$333K	—
166	SYON CAPITAL LLC	8,042	0.02%	$331K	-226 (-2.7%)
167	INTECH INVESTMENT MANAGEMENT LLC	8,020	0.02%	$330K	+213 (+2.7%)
168	IRONWOOD INVESTMENT MANAGEMENT LLC	7,559	0.02%	$311K	-2 (-0.0%)
169	Atria Investments, Inc	7,553	0.02%	$311K	NEW
170	Kera Capital Partners, Inc.	7,532	0.02%	$310K	-705 (-8.6%)
171	Crossmark Global Holdings, Inc.	7,518	0.02%	$309K	+563 (+8.1%)
172	Cornerstone Investment Partners, LLC	7,492	0.02%	$308K	-358 (-4.6%)
173	Quantbot Technologies LP	7,255	0.02%	$299K	NEW
174	NEUBERGER BERMAN GROUP LLC	7,018	0.02%	$289K	+1,301 (+22.8%)
175	VOYA INVESTMENT MANAGEMENT LLC	6,842	0.02%	$282K	+674 (+10.9%)
176	Mitsubishi UFJ Trust & Banking Corp	6,791	0.02%	$280K	-26,227 (-79.4%)
177	GSA CAPITAL PARTNERS LLP	6,606	0.02%	$272K	-19,437 (-74.6%)
178	Swedbank AB	6,463	0.02%	$266K	—
179	EVERGREEN CAPITAL MANAGEMENT LLC	6,389	0.02%	$263K	-164 (-2.5%)
180	SG Americas Securities, LLC	6,367	0.02%	$262K	+3,023 (+90.4%)
181	Cullen Capital Management, LLC	6,274	0.02%	$258K	-162 (-2.5%)
182	Integrated Advisors Network LLC	6,042	0.02%	$249K	—
183	BNP PARIBAS FINANCIAL MARKETS	5,885	0.02%	$242K	-3,380 (-36.5%)
184	Pinnacle Wealth Planning Services, Inc.	5,773	0.02%	$238K	+4,532 (+365.2%)
185	Aaron Wealth Advisors LLC	5,687	0.02%	$234K	-511 (-8.2%)
186	Chicago Partners Investment Group LLC	5,521	0.02%	$207K	-97 (-1.7%)
187	Sound Income Strategies, LLC	5,375	0.01%	$221K	-171 (-3.1%)
188	ENVESTNET ASSET MANAGEMENT INC	5,354	0.01%	$220K	NEW
189	BOOTHBAY FUND MANAGEMENT, LLC	5,319	0.01%	$219K	NEW
190	Maryland State Retirement & Pension System	5,309	0.01%	$219K	NEW
191	Aigen Investment Management, LP	5,251	0.01%	$216K	-4,472 (-46.0%)
192	ProShare Advisors LLC	5,163	0.01%	$213K	NEW
193	Verition Fund Management LLC	5,013	0.01%	$206K	-30,372 (-85.8%)
194	Jump Financial, LLC	4,894	0.01%	$201K	NEW
195	NISA INVESTMENT ADVISORS, LLC	4,648	0.01%	$191K	+1,152 (+33.0%)
196	PNC Financial Services Group, Inc.	4,081	0.01%	$168K	-7 (-0.2%)
197	Daytona Street Capital LLC	4,000	0.01%	$161K	—
198	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	3,833	0.01%	$158K	—
199	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	3,387	0.01%	$139K	+65 (+2.0%)
200	Ameritas Investment Partners, Inc.	3,281	0.01%	$135K	+306 (+10.3%)
201	Ensign Peak Advisors, Inc	2,961	0.01%	$122K	-100 (-3.3%)
202	Bayforest Capital Ltd	2,955	0.01%	$122K	+2,031 (+219.8%)
203	Tower Research Capital LLC (TRC)	2,923	0.01%	$120K	-1,037 (-26.2%)
204	Versant Capital Management, Inc	2,662	0.01%	$110K	—
205	GAMMA Investing LLC	2,609	0.01%	$107K	-446 (-14.6%)
206	Nykredit A/S	1,746	0.00%	$72K	NEW
207	HANTZ FINANCIAL SERVICES, INC.	1,670	0.00%	$69K	-107 (-6.0%)
208	US BANCORP \DE\	1,216	0.00%	$50K	-10 (-0.8%)
209	KBC Group NV	1,007	0.00%	$41K	—
210	Cullen/Frost Bankers, Inc.	891	0.00%	$37K	+144 (+19.3%)
211	UMB Bank, n.a.	794	0.00%	$33K	+16 (+2.1%)
212	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	779	0.00%	$32K	-151 (-16.2%)
213	NOMURA ASSET MANAGEMENT CO LTD	750	0.00%	$31K	-520 (-40.9%)
214	Salomon & Ludwin, LLC	682	0.00%	$28K	-5 (-0.7%)
215	IFG Advisory, LLC	619	0.00%	$25K	NEW
216	Allworth Financial LP	548	0.00%	$23K	-31 (-5.4%)
217	SJS Investment Consulting Inc.	394	0.00%	$16K	—
218	Banque Transatlantique SA	394	0.00%	$16K	+3 (+0.8%)
219	Global Retirement Partners, LLC	379	0.00%	$16K	NEW
220	EverSource Wealth Advisors, LLC	356	0.00%	$15K	-126 (-26.1%)
221	SIMPLEX TRADING, LLC	344	0.00%	$14K	+324 (+1620.0%)
222	True Wealth Design, LLC	337	0.00%	$14K	—
223	Financial Avengers, Inc.	302	0.00%	$12K	+167 (+123.7%)
224	Covestor Ltd	285	0.00%	$12K	-1,208 (-80.9%)
225	Parallel Advisors, LLC	282	0.00%	$12K	-232 (-45.1%)
226	JONES FINANCIAL COMPANIES LLLP	268	0.00%	$12K	+51 (+23.5%)
227	OSAIC HOLDINGS, INC.	267	0.00%	$11K	-41 (-13.3%)
228	Parkside Financial Bank & Trust	238	0.00%	$10K	—
229	SIGNATUREFD, LLC	221	0.00%	$9K	+43 (+24.2%)
230	Optiver Holding B.V.	202	0.00%	$8K	NEW
231	Private Wealth Management Group, LLC	177	0.00%	$7K	—
232	LOS ANGELES CAPITAL MANAGEMENT LLC	172	0.00%	$7K	—
233	MassMutual Private Wealth & Trust, FSB	154	0.00%	$6K	—
234	ROTHSCHILD INVESTMENT LLC	148	0.00%	$6K	-58 (-28.2%)
235	Essential Partners LLC	137	0.00%	$6K	-274 (-66.7%)
236	PRIVATE TRUST CO NA	118	0.00%	$5K	—
237	Larson Financial Group LLC	115	0.00%	$5K	+7 (+6.5%)
238	WPG Advisers, LLC	110	0.00%	$5K	NEW
239	Rockefeller Capital Management L.P.	100	0.00%	$4K	+68 (+212.5%)
240	BROWN BROTHERS HARRIMAN & CO	100	0.00%	$4K	—
241	Triumph Capital Management	100	0.00%	$4K	—
242	Clearstead Trust, LLC	88	0.00%	$4K	-53 (-37.6%)
243	AMERIFLEX GROUP, INC.	81	0.00%	$3K	NEW
244	Continuum Advisory, LLC	80	0.00%	$3K	NEW
245	TD PRIVATE CLIENT WEALTH LLC	77	0.00%	$3K	—
246	CX Institutional	75	0.00%	$3K	+1 (+1.4%)
247	Farther Finance Advisors, LLC	75	0.00%	$3K	-342 (-82.0%)
248	Clearstead Advisors, LLC	69	0.00%	$3K	NEW
249	Spire Wealth Management	68	0.00%	$3K	—
250	Fulcrum Asset Management LLP	62	0.00%	$3K	NEW

Exited since 2026-03-31 (39 filers; largest 25 shown)

Balyasny Asset Management L.P.	−1,067,583
J. Goldman & Co LP	−366,719
1832 Asset Management L.P.	−115,000
HRT FINANCIAL LP	−71,679
SUSQUEHANNA INTERNATIONAL GROUP, LLP	−48,748
Lighthouse Investment Partners, LLC	−40,896
Brooklyn Investment Group	−40,775
Dynamic Technology Lab Private Ltd	−29,086
Maven Securities LTD	−26,093
Polymer Capital Management (US) LLC	−25,291
Blueshift Asset Management, LLC	−20,929
MAVERICK CAPITAL LTD	−20,796
FOX RUN MANAGEMENT, L.L.C.	−18,969
CWM, LLC	−16,703
JANUS HENDERSON GROUP PLC	−16,601
Tidal Investments LLC	−11,761
Aster Capital Management (DIFC) Ltd	−11,459
ARGA Investment Management, LP	−10,956
ARISTEIA CAPITAL, L.L.C.	−10,288
Quadrature Capital Ltd	−9,098
Calamos Advisors LLC	−8,335
Calamos Wealth Management LLC	−8,335
EXCHANGE TRADED CONCEPTS, LLC	−6,653
ALGERT GLOBAL LLC	−6,580
MANGROVE PARTNERS IM, LLC	−6,232

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
Scott P. Roseman	SCHEDULE 13G/A	2026-08-14	2026-06-30	1,443,196	3.9%
RWWM Inc. 401(k) Profit Sharing Plan	SCHEDULE 13G/A	2026-08-14	2026-06-30	17,208	0%
RWWM, Inc.	SCHEDULE 13G/A	2026-08-14	2026-06-30	1,443,196	3.9%
Aaron J. Wagner	SCHEDULE 13G/A	2026-08-14	2026-06-30	1,444,045	3.9%
Pacific Investment Management Company LLC	SCHEDULE 13G	2026-08-06	2026-06-30	1,890,588	5.1%
Dimensional Fund Advisors LP	SCHEDULE 13G	2026-07-14	2026-06-30	1,905,146	5.2%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-29	2026-03-31	2,613,987	7.18%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
AQR Capital Management Holdings, LLC	SCHEDULE 13G/A	2025-11-14	2025-09-30	567,436	1.56%
AQR Capital Management, LLC	SCHEDULE 13G/A	2025-11-14	2025-09-30	567,436	1.56%
BlackRock, Inc.	SCHEDULE 13G/A	2025-07-17	2025-06-30	5,282,565	14.5%
JPMORGAN CHASE & CO.	SCHEDULE 13G/A	2025-06-05	2025-05-30	226,171	0.6%
Pacer Advisors, Inc.	SCHEDULE 13G/A	2025-05-02	2025-03-31	451,488	1.25%
Pacer US Small Cap Cash Cows ETF	SCHEDULE 13G/A	2025-05-02	2025-03-31	451,488	1.25%
Pacer US Cash Cows 100 ETF	SCHEDULE 13G/A	2025-05-02	2025-03-31	0	0%
Joe M. Thomson	SCHEDULE 13G/A	2025-05-02	2025-03-31	451,488	1.25%
First Trust Advisors L.P.	SCHEDULE 13G/A	2025-04-28	2025-03-31	411,416	1.14%
The Charger Corporation	SCHEDULE 13G/A	2025-04-28	2025-03-31	411,416	1.14%
First Trust Portfolios L.P.	SCHEDULE 13G/A	2025-04-28	2025-03-31	411,416	1.14%

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.