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.

NOVANTA INC

CIK 0001076930NOVTNOVTU· quarter ending 2026-06-30

Shares outstanding

37,817,770

as of 2026-07-29 · 10-Q cover page, filed 2026-08-05

Held by 13F filers

44,891,956

118.7% of shares outstanding

Holders

392

+59 vs 2026-03-31 · 89 new, 30 exited

Value

$7.3B

shares +10.8% 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 2026-08-05, as of 2026-07-29)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	NOVT · NASDAQ	37,817,770	44,891,956	118.7%	392	67000B104

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
	67000B104	COM	392	44,891,956	37,817,770	118.7%	$7.3B	6 call / 10 put	13DG	holders →
	67000B203	UNIT 11/01/2028not common	43	30,752,104 $1.2M principal	—	—	$823.3M	—	NPORT	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 392 · 67000B104)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	4,798,035	12.69%	$778.4M	+143,140 (+3.1%)
2	VANGUARD PORTFOLIO MANAGEMENT LLC	2,395,681	6.33%	$388.7M	-81,200 (-3.3%)
3	PRICE T ROWE ASSOCIATES INC /MD/	2,222,445	5.88%	$360.6M	+438,021 (+24.5%)
4	Allspring Global Investments Holdings, LLC	1,817,594	4.81%	$297.5M	+40,900 (+2.3%)
5	VANGUARD CAPITAL MANAGEMENT LLC	1,606,928	4.25%	$260.7M	-6,287 (-0.4%)
6	STATE STREET CORP	1,436,785	3.80%	$233.0M	+97,621 (+7.3%)
7	Conestoga Capital Advisors, LLC	1,217,963	3.22%	$197.6M	-231,852 (-16.0%)
8	GEODE CAPITAL MANAGEMENT, LLC	987,728	2.61%	$160.3M	+50,754 (+5.4%)
9	CONGRESS ASSET MANAGEMENT CO	973,767	2.57%	$158.0M	+64,057 (+7.0%)
10	GW&K Investment Management, LLC	897,268	2.37%	$145.6M	+38,614 (+4.5%)
11	BAMCO INC /NY/	850,494	2.25%	$138.0M	-64,589 (-7.1%)
12	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	765,867	2.03%	$124.3M	-17,217 (-2.2%)
13	WASATCH ADVISORS LP	759,992	2.01%	$123.3M	-236,653 (-23.7%)
14	GENEVA CAPITAL MANAGEMENT LLC	758,878	2.01%	$123.1M	-172,392 (-18.5%)
15	AMERICAN CENTURY COMPANIES INC	717,287	1.90%	$116.4M	+24,057 (+3.5%)
16	JPMORGAN CHASE & CO	688,712	1.82%	$108.9M	+45,538 (+7.1%)
17	SCHRODER INVESTMENT MANAGEMENT GROUP	685,752	1.81%	$108.2M	+185,673 (+37.1%)
18	DIMENSIONAL FUND ADVISORS LP	665,515	1.76%	$108.0M	+33,709 (+5.3%)
19	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	646,599	1.71%	$104.9M	-14,557 (-2.2%)
20	Mawer Investment Management Ltd.	589,573	1.56%	$95.7M	+107,390 (+22.3%)
21	NORTHERN TRUST CORP	528,831	1.40%	$85.8M	+26,725 (+5.3%)
22	T. Rowe Price Investment Management, Inc.	512,734	1.36%	$83.2M	NEW
23	BROWN ADVISORY INC	508,984	1.35%	$82.6M	+50,442 (+11.0%)
24	SEI INVESTMENTS CO	507,534	1.34%	$82.3M	+23,218 (+4.8%)
25	MORGAN STANLEY	470,778	1.24%	$76.4M	+32,158 (+7.3%)
26	BANK OF AMERICA CORP /DE/	466,399	1.23%	$75.7M	+10,158 (+2.2%)
27	WELLINGTON MANAGEMENT GROUP LLP	460,896	1.22%	$74.8M	+43,659 (+10.5%)
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	448,808	1.19%	$72.8M	+3,209 (+0.7%)
29	NORGES BANK	441,388	1.17%	$71.6M	NEW
30	BARROW HANLEY MEWHINNEY & STRAUSS LLC	440,131	1.16%	$71.4M	+28,617 (+7.0%)
31	Telemark Asset Management, LLC	425,000	1.12%	$69.0M	+50,000 (+13.3%)
32	Invesco Ltd.	409,630	1.08%	$66.5M	+337,637 (+469.0%)
33	GOLDMAN SACHS GROUP INC	375,907	0.99%	$61.0M	-65,506 (-14.8%)
34	AMERICAN CAPITAL MANAGEMENT INC	362,271	0.96%	$58.8M	-11,603 (-3.1%)
35	Greenhouse Funds LLLP	356,787	0.94%	$57.9M	+160,159 (+81.5%)
36	Artisan Partners Limited Partnership	355,774	0.94%	$57.7M	+179,807 (+102.2%)
37	Bank of New York Mellon Corp	344,710	0.91%	$55.9M	+42,099 (+13.9%)
38	DF DENT & CO INC	332,049	0.88%	$53.9M	-54,828 (-14.2%)
39	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	331,079	0.88%	$53.7M	+7,815 (+2.4%)
40	JANE STREET GROUP, LLC	327,955	0.87%	$53.2M	NEW
41	Champlain Investment Partners, LLC	326,007	0.86%	$52.9M	-66,110 (-16.9%)
42	Nuveen, LLC	318,071	0.84%	$51.6M	+202,389 (+175.0%)
43	CITADEL ADVISORS LLC	311,731	0.82%	$50.6M	+288,837 (+1261.6%)
44	Harvey Partners, LLC	294,122	0.78%	$47.7M	-25,878 (-8.1%)
45	Jupiter Topco LLC	274,898	0.73%	$44.6M	NEW
46	FEDERATED HERMES, INC.	274,825	0.73%	$44.6M	+273,049 (+15374.4%)
47	Legal & General Group Plc	263,741	0.70%	$42.8M	+54,526 (+26.1%)
48	VANGUARD FIDUCIARY TRUST CO	255,983	0.68%	$41.5M	+7,007 (+2.8%)
49	OBERWEIS ASSET MANAGEMENT INC/	244,260	0.65%	$39.6M	NEW
50	EXCHANGE TRADED CONCEPTS, LLC	232,383	0.61%	$37.7M	+16,832 (+7.8%)
51	PRINCIPAL FINANCIAL GROUP INC	223,515	0.59%	$36.3M	+47,294 (+26.8%)
52	UBS Group AG	222,416	0.59%	$36.1M	+169,437 (+319.8%)
53	FRANKLIN RESOURCES INC	219,097	0.58%	$35.5M	NEW
54	Clearline Capital LP	212,466	0.56%	$34.5M	-71,754 (-25.2%)
55	VICTORY CAPITAL MANAGEMENT INC	201,909	0.53%	$32.8M	-23,304 (-10.3%)
56	BESSEMER GROUP INC	193,000	0.51%	$31.3M	-18,004 (-8.5%)
57	Balyasny Asset Management L.P.	191,700	0.51%	$31.1M	+157,453 (+459.8%)
58	ROYAL BANK OF CANADA	187,685	0.50%	$30.4M	-32,101 (-14.6%)
59	SILVERCREST ASSET MANAGEMENT GROUP LLC	187,559	0.50%	$30.4M	-10,303 (-5.2%)
60	WCM INVESTMENT MANAGEMENT, LLC	185,240	0.49%	$29.2M	-1,592 (-0.9%)
61	AMERIPRISE FINANCIAL INC	179,316	0.47%	$29.1M	-4,939 (-2.7%)
62	Alyeska Investment Group, L.P.	178,571	0.47%	$29.0M	NEW
63	ENVESTNET ASSET MANAGEMENT INC	170,009	0.45%	$27.6M	+15,906 (+10.3%)
64	BLAIR WILLIAM & CO/IL	164,844	0.44%	$26.7M	+31,727 (+23.8%)
65	Granite Investment Partners, LLC	161,754	0.43%	$26.2M	+47,520 (+41.6%)
66	MARSHALL WACE, LLP	157,818	0.42%	$25.6M	-25,889 (-14.1%)
67	FRED ALGER MANAGEMENT, LLC	151,395	0.40%	$24.6M	-19,964 (-11.7%)
68	Point72 Asset Management, L.P.	150,663	0.40%	$24.4M	+42,558 (+39.4%)
69	Aristotle Capital Boston, LLC	139,009	0.37%	$22.6M	-26,930 (-16.2%)
70	NEW YORK STATE COMMON RETIREMENT FUND	135,175	0.36%	$21.9M	+87,090 (+181.1%)
71	BRADLEY FOSTER & SARGENT INC/CT	132,665	0.35%	$21.5M	+3,804 (+3.0%)
72	Southpoint Capital Advisors LP	130,000	0.34%	$21.1M	+60,000 (+85.7%)
73	Fenimore Asset Management Inc	115,973	0.31%	$18.8M	+349 (+0.3%)
74	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	113,444	0.30%	$18.4M	-17,200 (-13.2%)
75	RHUMBLINE ADVISERS	108,062	0.29%	$17.5M	+3,047 (+2.9%)
76	OSAIC HOLDINGS, INC.	106,449	0.28%	$17.3M	-991 (-0.9%)
77	OSTERWEIS CAPITAL MANAGEMENT INC	105,125	0.28%	$17.1M	-1,925 (-1.8%)
78	SEGALL BRYANT & HAMILL, LLC	104,860	0.28%	$17.0M	+1,827 (+1.8%)
79	AXIOM INVESTORS LLC /DE	100,168	0.26%	$16.3M	+28,554 (+39.9%)
80	AQR CAPITAL MANAGEMENT LLC	95,254	0.25%	$15.2M	-22,944 (-19.4%)
81	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	92,426	0.24%	$15.0M	-2,655 (-2.8%)
82	DEUTSCHE BANK AG\	92,408	0.24%	$15.0M	+57,427 (+164.2%)
83	Bridgewater Associates, LP	90,124	0.24%	$14.6M	NEW
84	RAYMOND JAMES FINANCIAL INC	83,199	0.22%	$13.5M	-1,988 (-2.3%)
85	CASTLEARK MANAGEMENT LLC	83,190	0.22%	$13.5M	+48,200 (+137.8%)
86	HRT FINANCIAL LP	78,004	0.21%	$12.7M	NEW
87	ALLIANCEBERNSTEIN L.P.	76,288	0.20%	$9.0M	+7,645 (+11.1%)
88	Swiss National Bank	71,600	0.19%	$11.6M	+900 (+1.3%)
89	Hudson Bay Capital Management LP	71,428	0.19%	$11.6M	NEW
90	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	68,194	0.18%	$11.1M	-3,697 (-5.1%)
91	SCOPUS ASSET MANAGEMENT, L.P.	66,669	0.18%	$10.8M	+9,949 (+17.5%)
92	G2 Investment Partners Management LLC	65,685	0.17%	$10.7M	-20,265 (-23.6%)
93	Select Equity Group, L.P.	60,724	0.16%	$9.9M	NEW
94	KORNITZER CAPITAL MANAGEMENT INC /KS	60,035	0.16%	$9.7M	—
95	Ghisallo Capital Management LLC	60,010	0.16%	$9.7M	NEW
96	Blackstone Inc.	59,977	0.16%	$9.7M	NEW
97	WELLS FARGO & COMPANY/MN	59,302	0.16%	$9.6M	+27,151 (+84.4%)
98	California Public Employees Retirement System	56,983	0.15%	$9.2M	+9,262 (+19.4%)
99	Catawba River Capital	52,245	0.14%	$8.5M	NEW
100	Robeco Schweiz AG	50,000	0.13%	$8.1M	NEW
101	VOLORIDGE INVESTMENT MANAGEMENT, LLC	49,128	0.13%	$8.0M	-149,643 (-75.3%)
102	Krane Funds Advisors LLC	48,585	0.13%	$7.9M	+23,244 (+91.7%)
103	NICHOLAS COMPANY, INC.	48,020	0.13%	$7.8M	+25 (+0.1%)
104	NATIXIS ADVISORS, LLC	46,943	0.12%	$7.6M	+56 (+0.1%)
105	Thrivent Financial for Lutherans	44,881	0.12%	$7.3M	-2,922 (-6.1%)
106	JONES FINANCIAL COMPANIES LLLP	44,549	0.12%	$7.0M	+2,714 (+6.5%)
107	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	42,330	0.11%	$6.8M	+729 (+1.8%)
108	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	41,758	0.11%	$6.8M	+131 (+0.3%)
109	Summit Creek Advisors LLC	39,140	0.10%	$6.4M	-26,264 (-40.2%)
110	MetLife Investment Management, LLC	37,681	0.10%	$6.1M	+995 (+2.7%)
111	Retirement Systems of Alabama	36,833	0.10%	$6.0M	-7,025 (-16.0%)
112	OPPENHEIMER ASSET MANAGEMENT INC.	35,729	0.09%	$5.8M	-2,258 (-5.9%)
113	Tidal Investments LLC	34,631	0.09%	$5.6M	+29,793 (+615.8%)
114	Creative Planning	33,465	0.09%	$5.4M	+3,419 (+11.4%)
115	CITIGROUP INC	33,449	0.09%	$5.4M	-3,619 (-9.8%)
116	VANGUARD ASSET MANAGEMENT, Ltd	32,928	0.09%	$5.3M	+284 (+0.9%)
117	INTECH INVESTMENT MANAGEMENT LLC	30,254	0.08%	$4.9M	+6,122 (+25.4%)
118	Resolute Capital Asset Partners LLC	30,000	0.08%	$4.9M	NEW
119	HERALD INVESTMENT MANAGEMENT Ltd	28,780	0.08%	$4.7M	—
120	Russell Investments Group, Ltd.	27,735	0.07%	$4.5M	+8,011 (+40.6%)
121	Portolan Capital Management, LLC	26,972	0.07%	$4.4M	-10,535 (-28.1%)
122	Universal- Beteiligungs- und Servicegesellschaft mbH	26,122	0.07%	$4.2M	-1,442 (-5.2%)
123	Pathstone Holdings, LLC	24,533	0.06%	$4.0M	+4,837 (+24.6%)
124	MANUFACTURERS LIFE INSURANCE COMPANY, THE	23,969	0.06%	$3.9M	-2,301 (-8.8%)
125	HARBOR CAPITAL ADVISORS, INC.	23,590	0.06%	$3.8M	+2,079 (+9.7%)
126	STIFEL FINANCIAL CORP	20,835	0.06%	$3.4M	+64 (+0.3%)
127	XTX Topco Ltd	20,330	0.05%	$3.3M	+9,796 (+93.0%)
128	CANADA LIFE ASSURANCE Co	20,286	0.05%	$3.3M	—
129	LPL Financial LLC	20,126	0.05%	$3.3M	-5,619 (-21.8%)
130	ESSEX INVESTMENT MANAGEMENT CO LLC	19,811	0.05%	$3.2M	-892 (-4.3%)
131	TWO SIGMA INVESTMENTS, LP	18,998	0.05%	$3.1M	+7,380 (+63.5%)
132	Amundi	18,899	0.05%	$3.1M	-4,288 (-18.5%)
133	BARCLAYS PLC	17,883	0.05%	$2.9M	-9,725 (-35.2%)
134	Clear Street Group Inc.	17,765	0.05%	$2.9M	NEW
135	Pinnacle Financial Partners, Inc.	17,510	0.05%	$2.8M	NEW
136	Diversify Advisory Services, LLC	17,392	0.05%	$2.4M	NEW
137	DIVERSIFY WEALTH MANAGEMENT, LLC	17,392	0.05%	$2.4M	+2,175 (+14.3%)
138	Cetera Investment Advisers	16,726	0.04%	$2.7M	+2,776 (+19.9%)
139	Moody Aldrich Partners LLC	16,659	0.04%	$2.7M	-4,554 (-21.5%)
140	BOOTHBAY FUND MANAGEMENT, LLC	15,395	0.04%	$2.5M	-6,045 (-28.2%)
141	TD Asset Management Inc	15,182	0.04%	$2.5M	NEW
142	AMALGAMATED BANK	15,139	0.04%	$2.5M	-338 (-2.2%)
143	CAPTRUST FINANCIAL ADVISORS	14,963	0.04%	$2.4M	+3,226 (+27.5%)
144	Tuttle Capital Management, LLC	14,793	0.04%	$2.4M	NEW
145	FMR LLC	14,615	0.04%	$2.4M	-20 (-0.1%)
146	TRUIST FINANCIAL CORP	13,924	0.04%	$2.3M	-22,389 (-61.7%)
147	Vanguard Global Advisers, LLC	13,790	0.04%	$2.2M	-671 (-4.6%)
148	State of Tennessee, Department of Treasury	13,652	0.04%	$2.2M	-245 (-1.8%)
149	Steward Partners Investment Advisory, LLC	13,521	0.04%	$2.2M	+12,962 (+2318.8%)
150	POLEN CAPITAL MANAGEMENT LLC	13,366	0.04%	$2.2M	NEW
151	Orion Porfolio Solutions, LLC	13,250	0.04%	$2.1M	-250 (-1.9%)
152	Zurcher Kantonalbank (Zurich Cantonalbank)	13,088	0.03%	$2.1M	+1,153 (+9.7%)
153	State of New Jersey Common Pension Fund D	13,010	0.03%	$2.1M	-2,507 (-16.2%)
154	Handelsbanken Fonder AB	12,611	0.03%	$2.0M	+1,200 (+10.5%)
155	Cerity Partners LLC	12,550	0.03%	$2.0M	-7,102 (-36.1%)
156	Quantinno Capital Management LP	11,791	0.03%	$1.9M	+1,045 (+9.7%)
157	Torray Investment Partners LLC	11,141	0.03%	$1.8M	NEW
158	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	10,803	0.03%	$1.8M	—
159	Police & Firemen's Retirement System of New Jersey	10,705	0.03%	$1.7M	+807 (+8.2%)
160	DIVERSIFIED TRUST CO	10,559	0.03%	$1.7M	-326 (-3.0%)
161	Holocene Advisors, LP	10,408	0.03%	$1.7M	-15,290 (-59.5%)
162	Louisiana State Employees Retirement System	10,400	0.03%	$1.7M	—
163	1492 Capital Management LLC	10,324	0.03%	$1.7M	-169 (-1.6%)
164	Sterling Capital Management LLC	10,307	0.03%	$1.7M	-107 (-1.0%)
165	Elo Mutual Pension Insurance Co	10,022	0.03%	$1.6M	—
166	Ameritas Investment Partners, Inc.	9,850	0.03%	$1.6M	+362 (+3.8%)
167	ARIZONA STATE RETIREMENT SYSTEM	9,846	0.03%	$1.6M	+19 (+0.2%)
168	YOUSIF CAPITAL MANAGEMENT, LLC	9,836	0.03%	$1.6M	-617 (-5.9%)
169	US BANCORP \DE\	9,373	0.02%	$1.5M	-1,717 (-15.5%)
170	Fulcrum Asset Management LLP	9,287	0.02%	$1.5M	NEW
171	SUSQUEHANNA INTERNATIONAL GROUP, LLP	9,087	0.02%	$1.5M	-2,719 (-23.0%)
172	VAN ECK ASSOCIATES CORP	8,917	0.02%	$1.4M	+2,710 (+43.7%)
173	Vanguard Investments Australia, Ltd.	8,858	0.02%	$1.4M	—
174	KLP KAPITALFORVALTNING AS	8,700	0.02%	$1.4M	+800 (+10.1%)
175	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	8,526	0.02%	$1.4M	-438 (-4.9%)
176	STATE OF MICHIGAN RETIREMENT SYSTEM	8,300	0.02%	$1.3M	-300 (-3.5%)
177	GLENMEDE TRUST CO NA	8,276	0.02%	$1.3M	-2,275 (-21.6%)
178	SG Americas Securities, LLC	8,235	0.02%	$1.3M	NEW
179	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	8,010	0.02%	$1.3M	-5 (-0.1%)
180	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	7,989	0.02%	$1.3M	—
181	Dynamic Technology Lab Private Ltd	7,949	0.02%	$1.3M	NEW
182	BNP PARIBAS FINANCIAL MARKETS	7,837	0.02%	$1.3M	-2,301 (-22.7%)
183	Portside Wealth Group, LLC	7,718	0.02%	$1.3M	+508 (+7.0%)
184	NEUBERGER BERMAN GROUP LLC	7,689	0.02%	$1.2M	+899 (+13.2%)
185	D. E. Shaw & Co., Inc.	7,634	0.02%	$1.2M	-7,457 (-49.4%)
186	IMC-Chicago, LLC	7,417	0.02%	$1.2M	NEW
187	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	7,378	0.02%	$1.2M	—
188	REGIONS FINANCIAL CORP	7,322	0.02%	$1.2M	-479 (-6.1%)
189	NEW MEXICO EDUCATIONAL RETIREMENT BOARD	7,300	0.02%	$1.2M	—
190	Empowered Funds, LLC	7,173	0.02%	$1.2M	-637 (-8.2%)
191	VOYA INVESTMENT MANAGEMENT LLC	6,880	0.02%	$1.1M	+650 (+10.4%)
192	PNC Financial Services Group, Inc.	6,771	0.02%	$1.1M	+2,940 (+76.7%)
193	Atria Investments, Inc	6,760	0.02%	$1.1M	+1,564 (+30.1%)
194	Legato Capital Management LLC	6,674	0.02%	$1.1M	+191 (+2.9%)
195	ONCE CAPITAL MANAGEMENT, LLC	6,600	0.02%	$1.1M	NEW
196	PRUDENTIAL FINANCIAL INC	6,490	0.02%	$1.1M	+341 (+5.5%)
197	ProShare Advisors LLC	6,159	0.02%	$999K	-509 (-7.6%)
198	USS Investment Management Ltd	5,900	0.02%	$957K	NEW
199	Gotham Asset Management, LLC	5,863	0.02%	$951K	NEW
200	OneDigital Investment Advisors LLC	5,836	0.02%	$947K	+3,860 (+195.3%)
201	TWO SIGMA SECURITIES, LLC	5,835	0.02%	$947K	+919 (+18.7%)
202	SIMPLEX TRADING, LLC	5,780	0.02%	$938K	NEW
203	Pictet Asset Management Holding SA	5,691	0.02%	$923K	-673 (-10.6%)
204	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	5,676	0.02%	$921K	+1,158 (+25.6%)
205	XPONANCE LLC	5,621	0.01%	$912K	+261 (+4.9%)
206	Jump Financial, LLC	5,605	0.01%	$909K	NEW
207	COMMERCE BANK	5,470	0.01%	$887K	+655 (+13.6%)
208	M&T Bank Corp	5,394	0.01%	$875K	+3,510 (+186.3%)
209	State of Alaska, Department of Revenue	5,327	0.01%	$864K	-121 (-2.2%)
210	Fiduciary Trust Co	5,292	0.01%	$859K	+453 (+9.4%)
211	MERCER GLOBAL ADVISORS INC /ADV	5,111	0.01%	$829K	+1,390 (+37.4%)
212	MML INVESTORS SERVICES, LLC	5,025	0.01%	$815K	+746 (+17.4%)
213	Banque Transatlantique SA	4,941	0.01%	$802K	—
214	Cambridge Investment Research Advisors, Inc.	4,872	0.01%	$790K	+2,691 (+123.4%)
215	New Age Alpha Advisors, LLC	4,856	0.01%	$788K	-2,240 (-31.6%)
216	Mitsubishi UFJ Asset Management Co., Ltd.	4,855	0.01%	$788K	-812 (-14.3%)
217	Connor, Clark & Lunn Investment Management Ltd.	4,845	0.01%	$786K	NEW
218	Verition Fund Management LLC	4,806	0.01%	$780K	+655 (+15.8%)
219	STATE OF WISCONSIN INVESTMENT BOARD	4,779	0.01%	$775K	+1,283 (+36.7%)
220	TORONTO DOMINION BANK	4,579	0.01%	$743K	+885 (+24.0%)
221	State of Wyoming	4,506	0.01%	$731K	+1,683 (+59.6%)
222	ARGENT CAPITAL MANAGEMENT LLC	4,505	0.01%	$731K	-3,165 (-41.3%)
223	Callan Family Office, LLC	4,482	0.01%	$727K	-3,536 (-44.1%)
224	Axxion S.A.	4,474	0.01%	$726K	NEW
225	SUMMITRY LLC	4,394	0.01%	$713K	+90 (+2.1%)
226	WoodTrust Financial Corp	4,283	0.01%	$695K	—
227	Central Pacific Bank - Trust Division	4,207	0.01%	$683K	+892 (+26.9%)
228	Campbell & CO Investment Adviser LLC	4,042	0.01%	$656K	NEW
229	Pacer Advisors, Inc.	4,030	0.01%	$654K	-1,390 (-25.6%)
230	Sanctuary Advisors, LLC	3,631	0.01%	$589K	+1,258 (+53.0%)
231	NICOLET BANKSHARES INC	3,624	0.01%	$598K	-594 (-14.1%)
232	Vanguard Personalized Indexing Management, LLC	3,616	0.01%	$587K	+408 (+12.7%)
233	LOS ANGELES CAPITAL MANAGEMENT LLC	3,554	0.01%	$577K	+3,375 (+1885.5%)
234	QUADRANT CAPITAL GROUP LLC	3,554	0.01%	$577K	-2 (-0.1%)
235	Rockefeller Capital Management L.P.	3,535	0.01%	$574K	+2,568 (+265.6%)
236	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	3,506	0.01%	$569K	-3,213 (-47.8%)
237	Alliance Wealth Advisors, LLC /UT	3,498	0.01%	$568K	-631 (-15.3%)
238	Tower Research Capital LLC (TRC)	3,472	0.01%	$563K	-1,215 (-25.9%)
239	NewEdge Advisors, LLC	3,455	0.01%	$561K	+465 (+15.6%)
240	Polymer Capital Management (US) LLC	3,423	0.01%	$555K	NEW
241	PARK AVENUE SECURITIES LLC	3,271	0.01%	$531K	+129 (+4.1%)
242	EVOLVE PRIVATE WEALTH, LLC	3,247	0.01%	$527K	NEW
243	Bath Savings Trust Co	3,227	0.01%	$524K	NEW
244	Marex Group Ltd	3,125	0.01%	$507K	NEW
245	STRS OHIO	3,100	0.01%	$503K	+1,100 (+55.0%)
246	BANK OF MONTREAL /CAN/	3,079	0.01%	$500K	+235 (+8.3%)
247	Argent Trust Co	2,918	0.01%	$473K	+1,160 (+66.0%)
248	NORDEN GROUP LLC	2,870	0.01%	$466K	-158 (-5.2%)
249	ELEVATION POINT WEALTH PARTNERS, LLC	2,761	0.01%	$448K	NEW
250	Global Retirement Partners, LLC	2,746	0.01%	$446K	NEW

Exited since 2026-03-31 (30 filers; largest 25 shown)

ACK Asset Management LLC	−375,000
JANUS HENDERSON GROUP PLC	−265,654
Capital International Investors	−134,552
SMA Capital LLC	−30,563
Qube Research & Technologies Ltd	−27,554
Brevan Howard Capital Management LP	−21,589
Trexquant Investment LP	−14,046
Gibbs Wealth Management	−12,806
CAXTON ASSOCIATES LLP	−11,535
DARK FOREST CAPITAL MANAGEMENT LP	−8,076
Mariner, LLC	−7,334
Kerrisdale Advisers, LLC	−6,820
CWM, LLC	−3,515
Premier Fund Managers Ltd	−2,428
Vestmark Advisory Solutions, Inc.	−2,263
Focus Partners Wealth	−2,210
Centiva Capital, LP	−1,998
Brooklyn Investment Group	−1,943
Elequin Capital, LP	−1,895
GROUP ONE TRADING LLC	−1,500
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	−216
MAI Capital Management	−198
Advisory Services Network, LLC	−165
Root Financial Partners, LLC	−85
JNBA Financial Advisors	−35

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
T. Rowe Price Associates, Inc.	SCHEDULE 13G	2026-08-14	2026-06-30	2,222,444	6.2%
BlackRock, Inc.	SCHEDULE 13G/A	2026-07-30	2026-06-30	4,822,354	13.5%
Vanguard Capital Management	SCHEDULE 13G	2026-04-30	2026-03-31	1,886,765	5.27%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-29	2026-03-31	2,508,270	7.01%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%

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.