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.

PIPER SANDLER COMPANIES

CIK 0001230245PIPR· quarter ending 2026-06-30

Shares outstanding

70,670,291

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

Held by 13F filers

61,256,610

86.7% of shares outstanding

Holders

418

+40 vs 2026-03-31 · 88 new, 48 exited

Value

$4.4B

shares +3.5% vs prior quarter

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	PIPR · NYSE	70,670,291	61,256,610	86.7%	418	724078209

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
	724078209	COM NEW	418	61,256,610	70,670,291	86.7%	$4.4B	4 call / 3 put	13DG	holders →
	724078100	COMMON STOCKnot common	6	488,054	—	—	$35.3M	—	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 418 · 724078209)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	11,048,611	15.63%	$799.3M	+619,664 (+5.9%)
2	VANGUARD PORTFOLIO MANAGEMENT LLC	5,186,683	7.34%	$375.2M	+53,150 (+1.0%)
3	Invesco Ltd.	3,141,984	4.45%	$227.3M	+532,679 (+20.4%)
4	VANGUARD CAPITAL MANAGEMENT LLC	3,038,326	4.30%	$219.8M	+15,640 (+0.5%)
5	STATE STREET CORP	2,919,922	4.13%	$211.2M	+133,861 (+4.8%)
6	GEODE CAPITAL MANAGEMENT, LLC	1,741,263	2.46%	$126.0M	+109,798 (+6.7%)
7	GOLDMAN SACHS GROUP INC	1,616,193	2.29%	$116.9M	+148,698 (+10.1%)
8	DIMENSIONAL FUND ADVISORS LP	1,424,002	2.01%	$103.0M	+48,437 (+3.5%)
9	North Reef Capital Management LP	1,350,000	1.91%	$97.7M	+385,368 (+39.9%)
10	WESTWOOD HOLDINGS GROUP INC	1,237,090	1.75%	$89.5M	+125,428 (+11.3%)
11	Stephens Investment Management Group LLC	1,148,867	1.63%	$83.1M	+28,979 (+2.6%)
12	ALLIANCEBERNSTEIN L.P.	1,083,098	1.53%	$82.9M	-55,038 (-4.8%)
13	Fisher Asset Management, LLC	1,061,539	1.50%	$76.8M	-16,449 (-1.5%)
14	AMERICAN CENTURY COMPANIES INC	934,379	1.32%	$67.6M	+192,436 (+25.9%)
15	NORGES BANK	889,117	1.26%	$64.3M	NEW
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	861,940	1.22%	$62.4M	+2,478 (+0.3%)
17	GW&K Investment Management, LLC	861,276	1.22%	$62.3M	-54,567 (-6.0%)
18	NORTHERN TRUST CORP	803,760	1.14%	$58.1M	+48,979 (+6.5%)
19	JPMORGAN CHASE & CO	751,863	1.06%	$54.8M	-125,293 (-14.3%)
20	SYSTEMATIC FINANCIAL MANAGEMENT LP	706,867	1.00%	$51.1M	-15,161 (-2.1%)
21	MORGAN STANLEY	621,305	0.88%	$44.9M	-99,380 (-13.8%)
22	Nuveen, LLC	613,110	0.87%	$44.4M	-84,486 (-12.1%)
23	Bank of New York Mellon Corp	573,217	0.81%	$41.5M	+2,967 (+0.5%)
24	VOYA INVESTMENT MANAGEMENT LLC	547,144	0.77%	$39.6M	-3,096 (-0.6%)
25	MAIRS & POWER INC	544,505	0.77%	$39.4M	-1,585 (-0.3%)
26	FRANKLIN RESOURCES INC	513,020	0.73%	$37.1M	+1,340 (+0.3%)
27	LOOMIS SAYLES & CO L P	500,598	0.71%	$36.2M	-35,754 (-6.7%)
28	VANGUARD FIDUCIARY TRUST CO	488,682	0.69%	$35.4M	+15,647 (+3.3%)
29	Jupiter Topco LLC	478,652	0.68%	$34.6M	NEW
30	JACOBS LEVY EQUITY MANAGEMENT, INC	451,724	0.64%	$32.7M	-183,274 (-28.9%)
31	Boston Trust Walden Corp	437,008	0.62%	$31.6M	+271,399 (+163.9%)
32	Allspring Global Investments Holdings, LLC	399,189	0.56%	$28.8M	+221,224 (+124.3%)
33	Azora Capital LP	380,367	0.54%	$27.5M	NEW
34	ENVESTNET ASSET MANAGEMENT INC	356,790	0.50%	$25.8M	+472 (+0.1%)
35	EMERALD ADVISERS, LLC	350,159	0.50%	$25.3M	-10,419 (-2.9%)
36	KENNEDY CAPITAL MANAGEMENT LLC	345,329	0.49%	$25.0M	-10,322 (-2.9%)
37	PRINCIPAL FINANCIAL GROUP INC	330,579	0.47%	$23.9M	-140 (-0.0%)
38	SEI INVESTMENTS CO	302,293	0.43%	$21.9M	-64,282 (-17.5%)
39	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	302,222	0.43%	$21.9M	+134,840 (+80.6%)
40	Qube Research & Technologies Ltd	284,656	0.40%	$20.6M	+23,698 (+9.1%)
41	TimesSquare Capital Management, LLC	264,791	0.37%	$19.2M	-48,146 (-15.4%)
42	NEUBERGER BERMAN GROUP LLC	259,078	0.37%	$18.7M	+29,840 (+13.0%)
43	Fiera Capital Corp	255,778	0.36%	$18.5M	-190,466 (-42.7%)
44	BANK OF AMERICA CORP /DE/	234,806	0.33%	$17.0M	-49,394 (-17.4%)
45	Public Sector Pension Investment Board	232,134	0.33%	$16.8M	-9,682 (-4.0%)
46	Creative Planning	231,297	0.33%	$16.7M	+102,903 (+80.1%)
47	EMERALD MUTUAL FUND ADVISERS TRUST	225,192	0.32%	$16.3M	—
48	BESSEMER GROUP INC	220,249	0.31%	$15.9M	+217,097 (+6887.6%)
49	MACKENZIE FINANCIAL CORP	204,362	0.29%	$14.8M	+149,282 (+271.0%)
50	UBS Group AG	196,957	0.28%	$14.2M	-63,008 (-24.2%)
51	BARCLAYS PLC	191,197	0.27%	$13.8M	-98,829 (-34.1%)
52	WELLINGTON MANAGEMENT GROUP LLP	190,115	0.27%	$13.8M	-104,448 (-35.5%)
53	Squarepoint Ops LLC	186,993	0.26%	$13.5M	-53,942 (-22.4%)
54	AMERIPRISE FINANCIAL INC	176,777	0.25%	$12.8M	-12,033 (-6.4%)
55	RHUMBLINE ADVISERS	172,290	0.24%	$12.5M	-51,703 (-23.1%)
56	Legal & General Group Plc	167,094	0.24%	$12.1M	+6,103 (+3.8%)
57	RENAISSANCE TECHNOLOGIES LLC	149,840	0.21%	$10.8M	+100,640 (+204.6%)
58	RAYMOND JAMES FINANCIAL INC	141,005	0.20%	$10.2M	+7,163 (+5.4%)
59	Swiss National Bank	139,500	0.20%	$10.1M	-500 (-0.4%)
60	CITADEL ADVISORS LLC	137,589	0.19%	$10.0M	-183,799 (-57.2%)
61	FMR LLC	134,514	0.19%	$9.7M	-476,595 (-78.0%)
62	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	134,292	0.19%	$9.7M	+1,158 (+0.9%)
63	WELLS FARGO & COMPANY/MN	132,465	0.19%	$9.6M	+60,480 (+84.0%)
64	WINTON GROUP Ltd	130,560	0.18%	$9.4M	+4,112 (+3.3%)
65	Interval Partners, LP	128,354	0.18%	$9.3M	-11,645 (-8.3%)
66	MILLENNIUM MANAGEMENT LLC	123,963	0.18%	$9.0M	+35,117 (+39.5%)
67	NEW YORK STATE COMMON RETIREMENT FUND	119,644	0.17%	$8.7M	+2,900 (+2.5%)
68	OP Asset Management Ltd	115,629	0.16%	$8.4M	NEW
69	VICTORY CAPITAL MANAGEMENT INC	115,478	0.16%	$8.4M	-11,246 (-8.9%)
70	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	105,594	0.15%	$7.6M	+4,870 (+4.8%)
71	Nicholas Investment Partners, LP	103,379	0.15%	$7.5M	+5,056 (+5.1%)
72	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	101,470	0.14%	$7.3M	+86,507 (+578.1%)
73	Cander Asset Management LP	97,903	0.14%	$7.1M	-8,920 (-8.4%)
74	AXIOM INVESTORS LLC /DE	95,230	0.13%	$6.9M	NEW
75	PRICE T ROWE ASSOCIATES INC /MD/	93,982	0.13%	$6.8M	+14,664 (+18.5%)
76	TEACHER RETIREMENT SYSTEM OF TEXAS	89,743	0.13%	$6.5M	+74,259 (+479.6%)
77	PRUDENTIAL FINANCIAL INC	89,040	0.13%	$6.4M	-163,748 (-64.8%)
78	STATE OF WISCONSIN INVESTMENT BOARD	88,410	0.13%	$6.4M	-7,345 (-7.7%)
79	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	83,203	0.12%	$6.0M	NEW
80	XTX Topco Ltd	80,751	0.11%	$5.8M	+71,623 (+784.7%)
81	Schonfeld Strategic Advisors LLC	77,634	0.11%	$5.6M	+56,728 (+271.3%)
82	CRAWFORD INVESTMENT COUNSEL INC	77,533	0.11%	$5.6M	+15,073 (+24.1%)
83	DEUTSCHE BANK AG\	76,224	0.11%	$5.5M	+11,332 (+17.5%)
84	Moody Aldrich Partners LLC	72,085	0.10%	$5.2M	-19,730 (-21.5%)
85	ROYAL BANK OF CANADA	71,870	0.10%	$5.2M	-1,691 (-2.3%)
86	VANGUARD ASSET MANAGEMENT, Ltd	71,595	0.10%	$5.2M	+10,479 (+17.1%)
87	Man Group plc	71,588	0.10%	$5.2M	+31,941 (+80.6%)
88	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	70,119	0.10%	$5.1M	-87,865 (-55.6%)
89	EFG International AG	67,385	0.10%	$4.9M	-1,246 (-1.8%)
90	AQR CAPITAL MANAGEMENT LLC	67,312	0.10%	$4.9M	+18,945 (+39.2%)
91	Ensign Peak Advisors, Inc	66,535	0.09%	$4.8M	+59,263 (+814.9%)
92	VAN ECK ASSOCIATES CORP	66,087	0.09%	$4.8M	+2,855 (+4.5%)
93	Jump Financial, LLC	63,827	0.09%	$4.6M	NEW
94	INTECH INVESTMENT MANAGEMENT LLC	62,114	0.09%	$4.5M	-4,441 (-6.7%)
95	FRED ALGER MANAGEMENT, LLC	60,717	0.09%	$4.4M	-26,139 (-30.1%)
96	NATIXIS ADVISORS, LLC	59,255	0.08%	$4.3M	+660 (+1.1%)
97	Quantinno Capital Management LP	59,034	0.08%	$4.3M	+1,832 (+3.2%)
98	CI INVESTMENTS INC.	55,953	0.08%	$4.0M	+857 (+1.6%)
99	Orion Porfolio Solutions, LLC	54,143	0.08%	$3.9M	+1,151 (+2.2%)
100	Y-Intercept (Hong Kong) Ltd	54,080	0.08%	$3.9M	NEW
101	Universal- Beteiligungs- und Servicegesellschaft mbH	53,383	0.08%	$3.9M	+4,299 (+8.8%)
102	Thrivent Financial for Lutherans	53,252	0.08%	$3.9M	-1,668 (-3.0%)
103	LORD, ABBETT & CO. LLC	49,597	0.07%	$3.6M	-469,646 (-90.4%)
104	Aquatic Capital Management LLC	49,252	0.07%	$3.6M	+31,659 (+180.0%)
105	ALGERT GLOBAL LLC	48,059	0.07%	$3.5M	NEW
106	Cerity Partners LLC	47,211	0.07%	$3.4M	+5,545 (+13.3%)
107	Brevan Howard Capital Management LP	46,806	0.07%	$3.4M	+42,925 (+1106.0%)
108	CITIGROUP INC	46,351	0.07%	$3.4M	+31,757 (+217.6%)
109	Vident Advisory, LLC	44,468	0.06%	$3.2M	+3,129 (+7.6%)
110	FIRST TRUST ADVISORS LP	43,496	0.06%	$3.1M	+21,105 (+94.3%)
111	Holocene Advisors, LP	43,330	0.06%	$3.1M	+31,490 (+266.0%)
112	MML INVESTORS SERVICES, LLC	42,557	0.06%	$3.1M	+10,992 (+34.8%)
113	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	41,572	0.06%	$3.0M	+9,044 (+27.8%)
114	MetLife Investment Management, LLC	41,127	0.06%	$3.0M	+3,383 (+9.0%)
115	LPL Financial LLC	40,967	0.06%	$3.0M	-178 (-0.4%)
116	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	39,109	0.06%	$464K	NEW
117	STIFEL FINANCIAL CORP	38,343	0.05%	$2.8M	-1,121 (-2.8%)
118	JAMES INVESTMENT RESEARCH, INC.	37,536	0.05%	$2.7M	—
119	Future Fund LLC	36,990	0.05%	$2.7M	+7,106 (+23.8%)
120	MARTINGALE ASSET MANAGEMENT L P	36,800	0.05%	$2.7M	—
121	Illinois Municipal Retirement Fund	36,478	0.05%	$2.6M	+1,978 (+5.7%)
122	TRUIST FINANCIAL CORP	35,985	0.05%	$2.6M	-1,053 (-2.8%)
123	Horizon Investments, LLC	35,817	0.05%	$2.6M	+34,017 (+1889.8%)
124	WBI INVESTMENTS, LLC	35,449	0.05%	$2.6M	+19,344 (+120.1%)
125	Knights of Columbus Asset Advisors LLC	34,735	0.05%	$2.5M	+223 (+0.6%)
126	Trexquant Investment LP	34,383	0.05%	$2.5M	-160,112 (-82.3%)
127	ADAGE CAPITAL PARTNERS GP, L.L.C.	34,006	0.05%	$2.5M	NEW
128	Zurcher Kantonalbank (Zurich Cantonalbank)	33,429	0.05%	$2.4M	+11,597 (+53.1%)
129	Russell Investments Group, Ltd.	33,354	0.05%	$2.4M	-62,583 (-65.2%)
130	State of Alaska, Department of Revenue	33,287	0.05%	$2.4M	-11,069 (-25.0%)
131	Voleon Capital Management LP	32,802	0.05%	$2.4M	NEW
132	JONES FINANCIAL COMPANIES LLLP	32,762	0.05%	$2.5M	+1,763 (+5.7%)
133	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	32,569	0.05%	$2.4M	-292 (-0.9%)
134	NorthCrest Asset Manangement, LLC	32,079	0.05%	$2.4M	NEW
135	One Capital Management, LLC	29,884	0.04%	$2.3M	NEW
136	Louisiana State Employees Retirement System	29,600	0.04%	$2.1M	-400 (-1.3%)
137	LAZARD ASSET MANAGEMENT LLC	29,348	0.04%	$2.1M	NEW
138	Annex Advisory Services, LLC	27,455	0.04%	$2.0M	+683 (+2.6%)
139	State of New Jersey Common Pension Fund D	27,141	0.04%	$2.0M	-351 (-1.3%)
140	SUSQUEHANNA INTERNATIONAL GROUP, LLP	27,081	0.04%	$2.0M	-22,293 (-45.2%)
141	Wealthspire Advisors, LLC	26,840	0.04%	$1.9M	-96 (-0.4%)
142	Vanguard Global Advisers, LLC	26,191	0.04%	$1.9M	-1,289 (-4.7%)
143	LOS ANGELES CAPITAL MANAGEMENT LLC	25,632	0.04%	$1.9M	-10,720 (-29.5%)
144	HSBC HOLDINGS PLC	25,339	0.04%	$1.9M	+10,175 (+67.1%)
145	US BANCORP \DE\	25,308	0.04%	$1.8M	-723 (-2.8%)
146	Oliver Luxxe Assets LLC	24,597	0.03%	$1.8M	NEW
147	MANUFACTURERS LIFE INSURANCE COMPANY, THE	24,242	0.03%	$1.8M	+3,449 (+16.6%)
148	Bridgewater Associates, LP	24,018	0.03%	$1.7M	-39,406 (-62.1%)
149	State of Tennessee, Department of Treasury	23,905	0.03%	$1.7M	+9,097 (+61.4%)
150	LEVEL FOUR ADVISORY SERVICES, LLC	23,764	0.03%	$1.7M	-446 (-1.8%)
151	HARBOR CAPITAL ADVISORS, INC.	23,286	0.03%	$1.7M	+90 (+0.4%)
152	OPPENHEIMER ASSET MANAGEMENT INC.	23,011	0.03%	$1.7M	-622 (-2.6%)
153	D.A. DAVIDSON & CO.	22,786	0.03%	$1.6M	+742 (+3.4%)
154	BNP PARIBAS FINANCIAL MARKETS	22,264	0.03%	$1.6M	+5,070 (+29.5%)
155	Aurdan Capital Management, LLC	22,112	0.03%	$1.6M	—
156	OSAIC HOLDINGS, INC.	21,775	0.03%	$1.6M	+1,893 (+9.5%)
157	Cambridge Investment Research Advisors, Inc.	21,556	0.03%	$1.6M	+11,186 (+107.9%)
158	STRS OHIO	21,500	0.03%	$1.6M	+2,700 (+14.4%)
159	Cetera Investment Advisers	21,300	0.03%	$1.5M	-2,546 (-10.7%)
160	FIFTH THIRD BANCORP	20,992	0.03%	$1.5M	-214 (-1.0%)
161	Handelsbanken Fonder AB	20,948	0.03%	$1.5M	+500 (+2.4%)
162	Police & Firemen's Retirement System of New Jersey	20,861	0.03%	$1.5M	+1,873 (+9.9%)
163	PARK AVENUE SECURITIES LLC	20,803	0.03%	$1.5M	+7 (+0.0%)
164	Lido Advisors, LLC	20,527	0.03%	$1.5M	NEW
165	SIT INVESTMENT ASSOCIATES INC	20,050	0.03%	$1.4M	+1,050 (+5.5%)
166	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	19,736	0.03%	$1.4M	—
167	ARIZONA STATE RETIREMENT SYSTEM	19,179	0.03%	$1.4M	-257 (-1.3%)
168	Vanguard Investments Australia, Ltd.	18,505	0.03%	$1.3M	—
169	AMALGAMATED BANK	18,238	0.03%	$1.3M	-1,229 (-6.3%)
170	CAPTRUST FINANCIAL ADVISORS	18,192	0.03%	$1.3M	+599 (+3.4%)
171	GLENMEDE TRUST CO NA	18,115	0.03%	$1.3M	-1,516 (-7.7%)
172	YOUSIF CAPITAL MANAGEMENT, LLC	18,053	0.03%	$1.3M	+300 (+1.7%)
173	New Age Alpha Advisors, LLC	17,424	0.02%	$1.3M	-39,446 (-69.4%)
174	Vanguard Personalized Indexing Management, LLC	17,274	0.02%	$1.2M	+2,094 (+13.8%)
175	Legato Capital Management LLC	17,140	0.02%	$1.2M	+392 (+2.3%)
176	Campbell & CO Investment Adviser LLC	16,707	0.02%	$1.2M	+5,447 (+48.4%)
177	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	16,616	0.02%	$1.2M	—
178	Entropy Technologies, LP	16,027	0.02%	$1.2M	NEW
179	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	16,025	0.02%	$1.2M	-691 (-4.1%)
180	NISA INVESTMENT ADVISORS, LLC	16,005	0.02%	$1.2M	-2,759 (-14.7%)
181	SummitTX Capital, L.P.	15,944	0.02%	$1.2M	NEW
182	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	15,748	0.02%	$1.1M	+6,702 (+74.1%)
183	KLP KAPITALFORVALTNING AS	15,600	0.02%	$1.1M	—
184	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	15,352	0.02%	$1.1M	—
185	Dorsey & Whitney Trust CO LLC	15,197	0.02%	$1.1M	-1,371 (-8.3%)
186	Mitsubishi UFJ Trust & Banking Corp	14,530	0.02%	$1.1M	NEW
187	Cinctive Capital Management LP	14,387	0.02%	$1.0M	NEW
188	BENJAMIN EDWARDS INC	14,263	0.02%	$1.0M	+504 (+3.7%)
189	Vestmark Advisory Solutions, Inc.	13,628	0.02%	$986K	-610 (-4.3%)
190	Pathstone Holdings, LLC	13,284	0.02%	$961K	-412 (-3.0%)
191	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	13,074	0.02%	$946K	NEW
192	PNC Financial Services Group, Inc.	12,763	0.02%	$923K	-6 (-0.0%)
193	QUADRANT CAPITAL GROUP LLC	11,298	0.02%	$817K	-201 (-1.7%)
194	Pictet Asset Management Holding SA	11,237	0.02%	$813K	-647 (-5.4%)
195	Vise Technologies, Inc.	11,226	0.02%	$812K	NEW
196	Envestnet Portfolio Solutions, Inc.	10,728	0.02%	$776K	+853 (+8.6%)
197	Amundi	10,605	0.02%	$767K	-1,543 (-12.7%)
198	Tidal Investments LLC	10,488	0.01%	$759K	+860 (+8.9%)
199	FIRST CITIZENS BANK & TRUST CO	10,199	0.01%	$738K	+833 (+8.9%)
200	ProShare Advisors LLC	10,047	0.01%	$727K	-819 (-7.5%)
201	Maryland State Retirement & Pension System	9,872	0.01%	$714K	—
202	ASSETMARK, INC	9,657	0.01%	$699K	+264 (+2.8%)
203	HighTower Advisors, LLC	9,293	0.01%	$672K	-7,502 (-44.7%)
204	Steward Partners Investment Advisory, LLC	9,161	0.01%	$663K	+8,777 (+2285.7%)
205	Robertson Stephens Wealth Management, LLC	9,001	0.01%	$651K	-199 (-2.2%)
206	COMMONWEALTH EQUITY SERVICES, LLC	8,966	0.01%	$649K	+277 (+3.2%)
207	EVERGREEN CAPITAL MANAGEMENT LLC	8,941	0.01%	$647K	-4,011 (-31.0%)
208	Bridgefront Capital, LLC	8,899	0.01%	$644K	NEW
209	MERCER GLOBAL ADVISORS INC /ADV	8,802	0.01%	$637K	-289 (-3.2%)
210	Maridea Wealth Management LLC	8,523	0.01%	$617K	NEW
211	Farther Finance Advisors, LLC	8,436	0.01%	$610K	-156 (-1.8%)
212	BAYBAN	8,324	0.01%	$602K	—
213	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	8,184	0.01%	$592K	—
214	BANK OF MONTREAL /CAN/	7,849	0.01%	$568K	+274 (+3.6%)
215	Freestone Grove Partners LP	7,827	0.01%	$566K	-96,634 (-92.5%)
216	Engineers Gate Manager LP	7,756	0.01%	$561K	-32,135 (-80.6%)
217	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	7,739	0.01%	$560K	+3 (+0.0%)
218	Wallace Capital Management Inc.	7,600	0.01%	$550K	—
219	SG Americas Securities, LLC	7,523	0.01%	$544K	+3,058 (+68.5%)
220	PRAXIS INVESTMENT MANAGEMENT INC	7,436	0.01%	$538K	—
221	ALPS ADVISORS INC	7,101	0.01%	$514K	+101 (+1.4%)
222	TWINBEECH CAPITAL LP	7,089	0.01%	$513K	NEW
223	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	7,062	0.01%	$511K	+6,042 (+592.4%)
224	OneDigital Investment Advisors LLC	7,013	0.01%	$507K	+356 (+5.3%)
225	XPONANCE LLC	6,977	0.01%	$505K	+511 (+7.9%)
226	COLDSTREAM CAPITAL MANAGEMENT INC	6,625	0.01%	$479K	+618 (+10.3%)
227	Ameritas Investment Partners, Inc.	6,419	0.01%	$464K	+619 (+10.7%)
228	Fieldview Capital Management, LLC	6,250	0.01%	$452K	NEW
229	Destination Wealth Management	5,960	0.01%	$431K	+4 (+0.1%)
230	Obermeyer Wealth Partners	5,876	0.01%	$425K	—
231	M&T Bank Corp	5,777	0.01%	$418K	+619 (+12.0%)
232	CIBC Bancorp USA Inc.	5,666	0.01%	$410K	+134 (+2.4%)
233	Parcion Private Wealth LLC	5,599	0.01%	$405K	NEW
234	AVIVA PLC	5,583	0.01%	$404K	+1,575 (+39.3%)
235	PERSONAL CFO SOLUTIONS, LLC	5,582	0.01%	$404K	-8 (-0.1%)
236	Summit Global Investments	5,580	0.01%	$404K	NEW
237	Heritage Wealth Management, Inc.	5,544	0.01%	$401K	NEW
238	HMS Capital Management, LLC	5,412	0.01%	$391K	+221 (+4.3%)
239	Tarbox Family Office, Inc.	5,316	0.01%	$385K	—
240	FARMERS & MERCHANTS INVESTMENTS INC	5,240	0.01%	$379K	—
241	ELEVATION POINT WEALTH PARTNERS, LLC	5,188	0.01%	$375K	+136 (+2.7%)
242	DARK FOREST CAPITAL MANAGEMENT LP	5,117	0.01%	$370K	NEW
243	Crossmark Global Holdings, Inc.	5,100	0.01%	$369K	NEW
244	&PARTNERS	5,076	0.01%	$367K	+1,336 (+35.7%)
245	PRINCIPAL SECURITIES, INC.	5,020	0.01%	$363K	+203 (+4.2%)
246	Virtu Financial LLC	4,980	0.01%	$360K	NEW
247	PANAGORA ASSET MANAGEMENT INC	4,972	0.01%	$360K	—
248	Round Rock Advisors LLC	4,894	0.01%	$354K	—
249	MARSHALL WACE, LLP	4,880	0.01%	$353K	NEW
250	Atria Investments, Inc	4,857	0.01%	$351K	+769 (+18.8%)

Exited since 2026-03-31 (48 filers; largest 25 shown)

JANUS HENDERSON GROUP PLC	−482,175
Walleye Capital LLC	−331,751
Longaeva Partners L.P.	−211,601
ExodusPoint Capital Management, LP	−116,980
FARALLON CAPITAL MANAGEMENT LLC	−66,000
PEAK6 LLC	−24,981
Quadrature Capital Ltd	−20,629
Integrated Quantitative Investments LLC	−18,452
Magnetar Financial LLC	−17,976
Dynamic Technology Lab Private Ltd	−17,813
Lighthouse Investment Partners, LLC	−17,026
MILLINGTON SECURITIES, LLC	−16,105
Caption Management, LLC	−14,484
Mariner, LLC	−13,822
CONGRESS ASSET MANAGEMENT CO	−12,180
CAPSTONE INVESTMENT ADVISORS, LLC	−11,301
Janney Montgomery Scott LLC	−10,609
Numerai GP LLC	−7,049
ACADIAN ASSET MANAGEMENT LLC	−6,752
DGS Capital Management, LLC	−4,670
Empowered Funds, LLC	−3,804
CenterBook Partners LP	−3,637
COMMERCE BANK	−3,274
Massar Capital Management, LP	−3,036
JOURNEY STRATEGIC WEALTH LLC	−3,020

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	2026-07-31	2026-06-30	3,576,376	5.03%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-29	2026-03-31	5,194,367	7.28%
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.