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.

ALLIANCEBERNSTEIN L.P.

CIK 0001109448· quarter ending 2026-06-30

Shares outstanding

294,295,573

as of 2026-06-30 · 10-Q cover page, filed 2026-07-31

Held by 13F filers

12,113,997

4.1% of shares outstanding

Holders

292

+8 vs 2026-03-31 · 33 new, 25 exited

Value

$427.1M

shares +0.2% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-07-31, as of 2026-06-30)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	—	294,295,573	12,113,997	4.1%	292	01881G106

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
	01881G106	Stock	292	12,113,997	294,295,573	4.1%	$427.1M	5 call / 4 put	13DG	holders →
	01855A101	commonnot common	1	25,949	—	—	$914K	—	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 292 · 01881G106)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	MORGAN STANLEY	1,002,715	0.34%	$35.3M	+322,961 (+47.5%)
2	AMERICAN CENTURY COMPANIES INC	944,884	0.32%	$33.3M	-16,698 (-1.7%)
3	BANK OF AMERICA CORP /DE/	728,519	0.25%	$25.7M	-39,490 (-5.1%)
4	WELLS FARGO & COMPANY/MN	565,889	0.19%	$19.9M	+70,420 (+14.2%)
5	LPL Financial LLC	552,670	0.19%	$19.5M	+36,253 (+7.0%)
6	UBS Group AG	462,081	0.16%	$16.3M	+136,925 (+42.1%)
7	Cresset Asset Management, LLC	378,183	0.13%	$13.3M	—
8	Pathstone Holdings, LLC	377,897	0.13%	$13.3M	NEW
9	Invesco Ltd.	337,462	0.11%	$11.9M	+1,402 (+0.4%)
10	STIFEL FINANCIAL CORP	270,777	0.09%	$9.5M	+5,410 (+2.0%)
11	Janney Montgomery Scott LLC	257,639	0.09%	$9.1M	NEW
12	HORIZON KINETICS ASSET MANAGEMENT LLC	248,496	0.08%	$8.8M	+31,049 (+14.3%)
13	Crestwood Advisors Group, LLC	214,633	0.07%	$7.6M	-3,650 (-1.7%)
14	HRT FINANCIAL LP	210,857	0.07%	$7.4M	+92,078 (+77.5%)
15	RAYMOND JAMES FINANCIAL INC	207,995	0.07%	$7.3M	-6,925 (-3.2%)
16	Four Tree Island Advisory LLC	207,571	0.07%	$7.3M	—
17	D.A. DAVIDSON & CO.	160,032	0.05%	$5.6M	-1,675 (-1.0%)
18	OSAIC HOLDINGS, INC.	158,141	0.05%	$5.6M	+11,035 (+7.5%)
19	Cetera Investment Advisers	147,737	0.05%	$5.2M	-8,958 (-5.7%)
20	Moody Aldrich Partners LLC	137,341	0.05%	$4.8M	—
21	HUB Investment Partners, LLC	126,286	0.04%	$4.4M	-1,089 (-0.9%)
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	125,620	0.04%	$4.7M	-570 (-0.5%)
23	Cambridge Investment Research Advisors, Inc.	111,180	0.04%	$3.9M	+53,345 (+92.2%)
24	ROYAL BANK OF CANADA	111,136	0.04%	$3.9M	-3,990 (-3.5%)
25	Jump Financial, LLC	105,308	0.04%	$3.7M	+48,237 (+84.5%)
26	JANE STREET GROUP, LLC	96,137	0.03%	$3.4M	-68,633 (-41.7%)
27	CHELSEA COUNSEL CO	95,180	0.03%	$3.4M	-100 (-0.1%)
28	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	81,479	0.03%	$2.9M	-21,759 (-21.1%)
29	Williams Jones Wealth Management, LLC.	79,100	0.03%	$2.8M	+350 (+0.4%)
30	B. Riley Wealth Advisors, Inc.	75,577	0.03%	$2.7M	+2,102 (+2.9%)
31	GOLDMAN SACHS GROUP INC	75,130	0.03%	$2.6M	+11,400 (+17.9%)
32	NATIXIS	75,100	0.03%	$2.6M	—
33	NEUBERGER BERMAN GROUP LLC	70,261	0.02%	$2.5M	-282,455 (-80.1%)
34	Lido Advisors, LLC	66,434	0.02%	$2.3M	+48,251 (+265.4%)
35	Disciplined Equity Management, Inc.	64,283	0.02%	$2.3M	+1,470 (+2.3%)
36	COMMONWEALTH EQUITY SERVICES, LLC	61,164	0.02%	$2.2M	-7,387 (-10.8%)
37	JPMORGAN CHASE & CO	60,426	0.02%	$2.1M	-5,827 (-8.8%)
38	GABELLI FUNDS LLC	60,000	0.02%	$2.1M	—
39	Focus Partners Wealth	57,171	0.02%	$2.0M	+9,197 (+19.2%)
40	Corient Private Wealth LP	56,019	0.02%	$2.0M	+11,676 (+26.3%)
41	MANUFACTURERS LIFE INSURANCE COMPANY, THE	54,166	0.02%	$1.9M	NEW
42	PEAK6 LLC	53,991	0.02%	$1.9M	-30,685 (-36.2%)
43	Aristides Capital LLC	52,746	0.02%	$1.9M	+3,940 (+8.1%)
44	Kestra Advisory Services, LLC	52,500	0.02%	$1.8M	-21,711 (-29.3%)
45	SHARPEPOINT LLC	52,385	0.02%	$1.8M	NEW
46	Moors & Cabot, Inc.	51,706	0.02%	$1.8M	-1,528 (-2.9%)
47	Parrish Capital LLC	48,636	0.02%	$1.7M	-3,516 (-6.7%)
48	Rockefeller Capital Management L.P.	48,188	0.02%	$1.7M	-2,418 (-4.8%)
49	Knott David M Jr	48,000	0.02%	$1.7M	—
50	Mariner, LLC	45,439	0.02%	$1.6M	-7,993 (-15.0%)
51	CACTI ASSET MANAGEMENT LLC	44,850	0.02%	$1.6M	—
52	DAVENPORT & Co LLC	44,522	0.02%	$1.6M	-400 (-0.9%)
53	SIT INVESTMENT ASSOCIATES INC	40,200	0.01%	$1.4M	—
54	AMERIPRISE FINANCIAL INC	40,074	0.01%	$1.4M	+553 (+1.4%)
55	BANK OF MONTREAL /CAN/	39,060	0.01%	$1.4M	+15,455 (+65.5%)
56	MidFirst Bank	38,750	0.01%	$1.4M	—
57	M&T Bank Corp	38,706	0.01%	$1.4M	-2,185 (-5.3%)
58	HighTower Advisors, LLC	38,339	0.01%	$1.4M	+1,839 (+5.0%)
59	&PARTNERS	37,134	0.01%	$1.3M	-1,303 (-3.4%)
60	MGO ONE SEVEN LLC	36,158	0.01%	$1.3M	-6,349 (-14.9%)
61	CITADEL ADVISORS LLC	36,099	0.01%	$1.3M	-3,893 (-9.7%)
62	KINGSWOOD WEALTH ADVISORS, LLC	35,110	0.01%	$1.2M	NEW
63	Equitable Holdings, Inc.	34,149	0.01%	$1.2M	+4,508 (+15.2%)
64	ALLIANCEBERNSTEIN L.P.	33,230	0.01%	$1.2M	+2,455 (+8.0%)
65	Tidal Investments LLC	31,735	0.01%	$1.1M	-426 (-1.3%)
66	CHILTON CAPITAL MANAGEMENT LLC	31,476	0.01%	$1.1M	—
67	Clare Market Investments LLC	31,250	0.01%	$1.1M	+11,250 (+56.3%)
68	RBF Capital, LLC	30,000	0.01%	$1.1M	—
69	GAMCO INVESTORS, INC. ET AL	29,198	0.01%	$1.0M	-2,500 (-7.9%)
70	Apollon Wealth Management, LLC	29,082	0.01%	$1.0M	-2,062 (-6.6%)
71	Nicholas Wealth, LLC.	28,389	0.01%	$1000K	+569 (+2.0%)
72	Belpointe Asset Management LLC	28,330	0.01%	$998K	+2,403 (+9.3%)
73	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	28,105	0.01%	$990K	+1,850 (+7.0%)
74	Blue Fin Capital, Inc.	26,718	0.01%	$941K	+1 (+0.0%)
75	Lifetime Wealth Management P.C.	26,050	0.01%	$917K	-400 (-1.5%)
76	XTX Topco Ltd	24,908	0.01%	$877K	NEW
77	MISSION WEALTH MANAGEMENT, LP	24,062	0.01%	$847K	-103 (-0.4%)
78	OneDigital Investment Advisors LLC	23,086	0.01%	$813K	-1,442 (-5.9%)
79	PFG Investments, LLC	22,728	0.01%	$800K	+1,939 (+9.3%)
80	Virtu Financial LLC	22,721	0.01%	$800K	NEW
81	IMC-Chicago, LLC	22,586	0.01%	$795K	+5,658 (+33.4%)
82	Ameritas Advisory Services, LLC	21,633	0.01%	$762K	NEW
83	Sequoia Financial Advisors, LLC	20,293	0.01%	$715K	+829 (+4.3%)
84	Jefferies Financial Group Inc.	20,000	0.01%	$704K	—
85	Kovack Advisors, Inc.	19,975	0.01%	$705K	—
86	OAK ASSOCIATES LTD /OH/	19,712	0.01%	$694K	—
87	ZAZOVE ASSOCIATES LLC	19,300	0.01%	$680K	+1,000 (+5.5%)
88	VIRTUS ADVISERS, LLC	18,661	0.01%	$657K	-3,127 (-14.4%)
89	US BANCORP \DE\	18,618	0.01%	$656K	+43 (+0.2%)
90	TRUIST FINANCIAL CORP	18,292	0.01%	$644K	+1,211 (+7.1%)
91	BALDWIN WEALTH PARTNERS LLC/MA	17,525	0.01%	$617K	+3,000 (+20.7%)
92	JBR Co Financial Management Inc	17,308	0.01%	$610K	+907 (+5.5%)
93	OPPENHEIMER & CO INC	17,200	0.01%	$606K	-325 (-1.9%)
94	Mutual Advisors, LLC	17,021	0.01%	$599K	+30 (+0.2%)
95	Concurrent Investment Advisors, LLC	16,971	0.01%	$598K	+395 (+2.4%)
96	Formidable Asset Management, LLC	15,908	0.01%	$596K	-2,098 (-11.7%)
97	10Elms LLP	15,553	0.01%	$548K	+93 (+0.6%)
98	EP Wealth Advisors, LLC	15,507	0.01%	$546K	NEW
99	JONES FINANCIAL COMPANIES LLLP	15,507	0.01%	$556K	+1,777 (+12.9%)
100	RESOURCES MANAGEMENT CORP /CT/ /ADV	15,475	0.01%	$545K	-75 (-0.5%)
101	Wealth Preservation Advisors, LLC	15,061	0.01%	$530K	NEW
102	TritonPoint Partners, LLC	14,466	0.00%	$509K	NEW
103	TRITONPOINT WEALTH, LLC	14,466	0.00%	$509K	—
104	Pekin Hardy Strauss, Inc.	14,317	0.00%	$504K	+1,952 (+15.8%)
105	CAPTRUST FINANCIAL ADVISORS	14,230	0.00%	$501K	+1,574 (+12.4%)
106	HIGHLAND CAPITAL MANAGEMENT, LLC	14,054	0.00%	$495K	-27,672 (-66.3%)
107	SEGALL BRYANT & HAMILL, LLC	14,000	0.00%	$493K	—
108	Shulman DeMeo Asset Management LLC	13,633	0.00%	$480K	+179 (+1.3%)
109	MERCER GLOBAL ADVISORS INC /ADV	13,557	0.00%	$477K	+3,626 (+36.5%)
110	F/m Investments LLC	13,465	0.00%	$474K	—
111	Private Advisor Group, LLC	13,209	0.00%	$465K	+5,909 (+80.9%)
112	MML INVESTORS SERVICES, LLC	13,168	0.00%	$464K	+658 (+5.3%)
113	Stratos Wealth Partners, LTD.	13,096	0.00%	$461K	-270 (-2.0%)
114	RHODES INVESTMENT ADVISORS INC /ADV	12,900	0.00%	$454K	-2,375 (-15.5%)
115	Canton Hathaway, LLC	12,800	0.00%	$451K	—
116	Northside Capital Management, LLC	12,625	0.00%	$445K	-1,000 (-7.3%)
117	Ausdal Financial Partners, Inc.	12,407	0.00%	$437K	+2,581 (+26.3%)
118	NewEdge Advisors, LLC	12,297	0.00%	$433K	+3,331 (+37.2%)
119	Integrated Wealth Concepts LLC	11,920	0.00%	$420K	NEW
120	J.W. COLE ADVISORS, INC.	11,903	0.00%	$419K	-524 (-4.2%)
121	Western Wealth Management, LLC	11,830	0.00%	$417K	+195 (+1.7%)
122	MAI Capital Management	11,741	0.00%	$414K	-509 (-4.2%)
123	Creative Planning	11,385	0.00%	$401K	-1,124 (-9.0%)
124	Integrated Advisors Network LLC	11,359	0.00%	$400K	+100 (+0.9%)
125	GSA CAPITAL PARTNERS LLP	11,343	0.00%	$400K	NEW
126	Herold Advisors, Inc.	11,337	0.00%	$399K	-463 (-3.9%)
127	INTEGRITY ALLIANCE, LLC.	11,250	0.00%	$396K	—
128	Wedmont Private Capital	11,044	0.00%	$410K	NEW
129	Sanctuary Advisors, LLC	11,039	0.00%	$389K	-1,019 (-8.5%)
130	Capital Investment Advisors, LLC	11,038	0.00%	$389K	-234 (-2.1%)
131	World Investment Advisors	11,037	0.00%	$408K	-690 (-5.9%)
132	Nadler Financial Group, Inc.	10,836	0.00%	$382K	—
133	Cerity Partners LLC	10,670	0.00%	$376K	+384 (+3.7%)
134	Brookwood Investment Group LLC	10,631	0.00%	$374K	-1,413 (-11.7%)
135	Mallini Complete Financial Planning LLC	10,357	0.00%	$365K	+121 (+1.2%)
136	FRANKLIN RESOURCES INC	10,325	0.00%	$364K	+1,350 (+15.0%)
137	Fund Advisors of America Inc/FL	10,128	0.00%	$357K	+225 (+2.3%)
138	SITTNER & NELSON, LLC	10,100	0.00%	$356K	—
139	Cadent Capital Advisors, LLC	10,080	0.00%	$355K	—
140	Alessandra Capital Management, LLC	10,075	0.00%	$355K	-200 (-1.9%)
141	NORTHLAND SECURITIES, INC.	10,000	0.00%	$352K	—
142	BLUEFIN CAPITAL MANAGEMENT, LLC	10,000	0.00%	$352K	NEW
143	Hudson Portfolio Management LLC	9,450	0.00%	$333K	—
144	HB Wealth Management, LLC	9,360	0.00%	$330K	+2 (+0.0%)
145	Fortis Capital Advisors, LLC	9,085	0.00%	$320K	+914 (+11.2%)
146	Prospera Financial Services Inc	9,021	0.00%	$318K	-5,471 (-37.8%)
147	Chevy Chase Trust Holdings, LLC	9,000	0.00%	$317K	—
148	Keystone Financial Group	8,877	0.00%	$313K	-10,110 (-53.2%)
149	Summit Trail Advisors, LLC	8,755	0.00%	$308K	—
150	MOODY NATIONAL BANK TRUST DIVISION	8,632	0.00%	$304K	+18 (+0.2%)
151	JEPPSON WEALTH MANAGEMENT, LLC	8,553	0.00%	$301K	+450 (+5.6%)
152	Argent Trust Co	8,422	0.00%	$297K	-900 (-9.7%)
153	Stirlingshire Investments, Inc.	8,401	0.00%	$296K	+501 (+6.3%)
154	JOHNSON INVESTMENT COUNSEL INC	8,349	0.00%	$294K	-385 (-4.4%)
155	Advisory Services Network, LLC	8,328	0.00%	$293K	+622 (+8.1%)
156	CARY STREET PARTNERS FINANCIAL LLC	8,164	0.00%	$288K	+79 (+1.0%)
157	MACKENZIE FINANCIAL CORP	8,130	0.00%	$286K	-70 (-0.9%)
158	NICOLET BANKSHARES INC	8,098	0.00%	$298K	-500 (-5.8%)
159	Aptus Capital Advisors, LLC	8,067	0.00%	$284K	+46 (+0.6%)
160	Second Line Capital, LLC	8,067	0.00%	$284K	+46 (+0.6%)
161	Krilogy Financial LLC	7,982	0.00%	$281K	—
162	Advisory Advocates, LLC	7,950	0.00%	$280K	—
163	Haverford Trust Co	7,906	0.00%	$278K	—
164	One Capital Management, LLC	7,829	0.00%	$293K	—
165	BECK MACK & OLIVER LLC	7,658	0.00%	$270K	—
166	Curi Capital, LLC	7,575	0.00%	$267K	—
167	Van Cleef Asset Management,Inc	7,525	0.00%	$265K	+1,000 (+15.3%)
168	FSM Wealth Advisors, LLC	7,522	0.00%	$265K	—
169	ZEVIN ASSET MANAGEMENT LLC	7,499	0.00%	$264K	—
170	State of Tennessee, Department of Treasury	7,411	0.00%	$261K	NEW
171	Stonebridge Financial Group, LLC/CA	7,374	0.00%	$259K	NEW
172	CPC Advisors, LLC	7,051	0.00%	$248K	—
173	Freestone Capital Holdings, LLC	7,025	0.00%	$247K	+891 (+14.5%)
174	DAVIDSON TRUST CO	7,000	0.00%	$247K	—
175	Essex Financial Services, Inc.	6,995	0.00%	$246K	—
176	Coastal Bridge Advisors, LLC	6,889	0.00%	$243K	—
177	Lewis Asset Management, LLC	6,800	0.00%	$239K	-6,312 (-48.1%)
178	Arax Advisory Partners	6,779	0.00%	$239K	+97 (+1.5%)
179	Farther Finance Advisors, LLC	6,694	0.00%	$236K	-2,348 (-26.0%)
180	NORTHERN TRUST CORP	6,601	0.00%	$232K	—
181	Allworth Financial LP	6,565	0.00%	$231K	-704 (-9.7%)
182	Payne Capital Management, LLC	6,503	0.00%	$229K	—
183	Merrion Investment Management Co, LLC	6,500	0.00%	$229K	—
184	WEDBUSH SECURITIES INC	6,480	0.00%	$228K	-125 (-1.9%)
185	FLAGSHIP HARBOR ADVISORS, LLC	6,426	0.00%	$226K	-419 (-6.1%)
186	IHT Wealth Management, LLC	6,413	0.00%	$226K	+729 (+12.8%)
187	Glenview Trust Co	6,204	0.00%	$219K	—
188	IEQ CAPITAL, LLC	6,200	0.00%	$218K	—
189	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	6,095	0.00%	$215K	—
190	WEALTH EFFECTS LLC	6,050	0.00%	$213K	+705 (+13.2%)
191	Old North State Trust, LLC	6,035	0.00%	$213K	—
192	Causey Wealth LLC	6,035	0.00%	$213K	—
193	CHICAGO TRUST Co NA	6,000	0.00%	$211K	—
194	CHAPIN DAVIS, INC.	6,000	0.00%	$211K	—
195	Onyx Bridge Wealth Group LLC	5,902	0.00%	$208K	+502 (+9.3%)
196	TWO SIGMA SECURITIES, LLC	5,858	0.00%	$206K	NEW
197	DRW Securities, LLC	5,817	0.00%	$205K	-9,144 (-61.1%)
198	PEDDOCK CAPITAL ADVISORS, LLC	5,780	0.00%	$204K	—
199	HighPoint Advisor Group LLC	5,752	0.00%	$203K	+31 (+0.5%)
200	Quantum Private Wealth, LLC	5,700	0.00%	$201K	—
201	VISION FINANCIAL MARKETS LLC	5,700	0.00%	$204K	—
202	Mach-1 Financial Group, LLC	5,685	0.00%	$200K	NEW
203	Wilmington Savings Fund Society, FSB	5,150	0.00%	$181K	—
204	Ancora Advisors LLC	5,000	0.00%	$176K	-2,350 (-32.0%)
205	ROTHSCHILD INVESTMENT LLC	5,000	0.00%	$176K	—
206	BEACON INVESTMENT ADVISORY SERVICES, INC.	4,860	0.00%	$171K	—
207	CITIGROUP INC	4,306	0.00%	$152K	—
208	State of Wyoming	3,502	0.00%	$123K	-3,327 (-48.7%)
209	CALDWELL SUTTER CAPITAL, INC.	3,481	0.00%	$123K	+175 (+5.3%)
210	Anchor Investment Management, LLC	3,000	0.00%	$106K	—
211	IFG Advisory, LLC	2,909	0.00%	$102K	NEW
212	Golden State Wealth Management, LLC	2,871	0.00%	$101K	-19 (-0.7%)
213	Twin Lakes Capital Management, LLC	2,754	0.00%	$97K	+59 (+2.2%)
214	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	2,600	0.00%	$92K	—
215	GABLES CAPITAL MANAGEMENT INC.	2,600	0.00%	$92K	NEW
216	Geneos Wealth Management Inc.	2,549	0.00%	$90K	+478 (+23.1%)
217	North Star Investment Management Corp.	2,540	0.00%	$89K	+51 (+2.0%)
218	Steward Partners Investment Advisory, LLC	2,241	0.00%	$79K	+213 (+10.5%)
219	Hilton Head Capital Partners, LLC	2,200	0.00%	$77K	—
220	PNC Financial Services Group, Inc.	2,129	0.00%	$75K	-371 (-14.8%)
221	CENTRAL TRUST Co	2,000	0.00%	$70K	+500 (+33.3%)
222	Costello Asset Management, INC	1,900	0.00%	$67K	—
223	AMERIFLEX GROUP, INC.	1,700	0.00%	$60K	—
224	NFSG Corp	1,505	0.00%	$53K	+605 (+67.2%)
225	Larson Financial Group LLC	1,500	0.00%	$53K	—
226	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	1,500	0.00%	$53K	—
227	BNP PARIBAS FINANCIAL MARKETS	1,461	0.00%	$51K	+539 (+58.5%)
228	Glass Jacobson Investment Advisors llc	1,401	0.00%	$49K	+198 (+16.5%)
229	Heritage Wealth Advisors	1,350	0.00%	$48K	—
230	UMB Bank, n.a.	1,300	0.00%	$46K	—
231	EverSource Wealth Advisors, LLC	1,274	0.00%	$45K	-674 (-34.6%)
232	Parallel Advisors, LLC	1,270	0.00%	$45K	-401 (-24.0%)
233	LANARK FINANCIAL, INC.	1,261	0.00%	$44K	+1,126 (+834.1%)
234	GHP Investment Advisors, Inc.	1,256	0.00%	$44K	+26 (+2.1%)
235	LRI Investments, LLC	1,197	0.00%	$42K	+1,000 (+507.6%)
236	HARBOUR INVESTMENTS, INC.	1,067	0.00%	$38K	+301 (+39.3%)
237	Truvestments Capital LLC	1,022	0.00%	$36K	+22 (+2.2%)
238	Mountain Hill Investment Partners Corp.	1,000	0.00%	$35K	NEW
239	HM PAYSON & CO	1,000	0.00%	$35K	—
240	OSTERWEIS CAPITAL MANAGEMENT INC	998	0.00%	$35K	-1,126 (-53.0%)
241	Axiom Investment Management LLC	985	0.00%	$35K	+250 (+34.0%)
242	BOKF, NA	800	0.00%	$28K	—
243	Ascentis Independent Advisors	798	0.00%	$28K	—
244	Russell Investments Group, Ltd.	789	0.00%	$28K	NEW
245	GoalVest Advisory LLC	783	0.00%	$28K	—
246	Gunpowder Capital Management, LLC dba Oliver Wealth Management	774	0.00%	$27K	+16 (+2.1%)
247	Kozak & Associates, Inc.	721	0.00%	$26K	+15 (+2.1%)
248	Continuum Advisory, LLC	694	0.00%	$24K	NEW
249	Avion Wealth	636	0.00%	$22K	+14 (+2.3%)
250	MOTCO	600	0.00%	$21K	NEW

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

FMR LLC	−1,078,857
SUSQUEHANNA INTERNATIONAL GROUP, LLP	−65,951
First National Trust Co	−26,824
SUMMIT SECURITIES GROUP LLC	−15,600
Future Fund LLC	−14,439
LEVIN CAPITAL STRATEGIES, L.P.	−13,000
Vivaldi Capital Management LP	−9,048
Jaffetilchin Investment Partners, LLC	−8,052
Opal Wealth Advisors, LLC	−7,111
SEI INVESTMENTS CO	−5,769
Tepp RIA, LLC	−5,750
Regal Investment Advisors LLC	−5,685
Koshinski Asset Management, Inc.	−5,511
Summit Asset Management, LLC	−5,510
Crumly & Associates Inc.	−5,491
ROBERTS GLORE & CO INC /IL/	−5,485
Gladstone Institutional Advisory LLC	−5,345
CWM, LLC	−2,862
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	−1,000
Rossby Financial, LCC	−300
Scarborough Advisors, LLC	−297
MATHER GROUP, LLC.	−200
MJT & Associates Financial Advisory Group, Inc.	−187
WHITTIER TRUST CO OF NEVADA INC	−159
Abound Wealth Management	−150

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
Alpha Units Holdings II, Inc.	SCHEDULE 13D/A	2025-07-14	2025-07-10	41,934,582	14.36%
Alpha Units Holdings, Inc.	SCHEDULE 13D/A	2025-07-14	2025-07-10	75,851,289	25.97%
Equitable Holdings, Inc.	SCHEDULE 13D/A	2025-07-14	2025-07-10	199,231,025	68.17%

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.