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.

Morningstar, Inc.

CIK 0001289419MORN· quarter ending 2026-06-30

Shares outstanding

37,513,571

as of 2026-07-24 · 10-Q cover page, filed 2026-07-29

Held by 13F filers

24,275,830

64.7% of shares outstanding

Holders

420

-27 vs 2026-03-31 · 69 new, 96 exited

Value

$3.8B

shares +3.0% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-07-29, as of 2026-07-24)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	—	37,513,571	24,275,830	64.7%	420	617700109

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
	617700109	COM	420	24,275,830	37,513,571	64.7%	$3.8B	2 call / 5 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 420 · 617700109)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BAMCO INC /NY/	3,499,146	9.33%	$545.9M	+2,739,631 (+360.7%)
2	BlackRock, Inc.	2,081,736	5.55%	$324.8M	-256,482 (-11.0%)
3	WELLINGTON MANAGEMENT GROUP LLP	1,493,037	3.98%	$232.9M	-169,368 (-10.2%)
4	MORGAN STANLEY	1,484,135	3.96%	$231.6M	-246,414 (-14.2%)
5	AQR CAPITAL MANAGEMENT LLC	1,304,388	3.48%	$203.5M	+680,759 (+109.2%)
6	VANGUARD PORTFOLIO MANAGEMENT LLC	950,075	2.53%	$148.2M	-101,745 (-9.7%)
7	VANGUARD CAPITAL MANAGEMENT LLC	894,406	2.38%	$139.5M	-95,061 (-9.6%)
8	STATE STREET CORP	716,473	1.91%	$111.8M	-19,101 (-2.6%)
9	GEODE CAPITAL MANAGEMENT, LLC	578,315	1.54%	$90.2M	-20,907 (-3.5%)
10	DIMENSIONAL FUND ADVISORS LP	561,857	1.50%	$87.7M	+44,088 (+8.5%)
11	LOS ANGELES CAPITAL MANAGEMENT LLC	557,955	1.49%	$87.1M	-87,429 (-13.5%)
12	TWO SIGMA INVESTMENTS, LP	484,249	1.29%	$75.6M	-375,210 (-43.7%)
13	JANE STREET GROUP, LLC	431,301	1.15%	$67.3M	+97,440 (+29.2%)
14	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	420,742	1.12%	$65.6M	+25,811 (+6.5%)
15	KENSICO CAPITAL MANAGEMENT CORP	284,100	0.76%	$44.3M	+149,100 (+110.4%)
16	Invesco Ltd.	259,287	0.69%	$40.5M	-25,843 (-9.1%)
17	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	244,324	0.65%	$37.9M	-10,415 (-4.1%)
18	RENAISSANCE TECHNOLOGIES LLC	238,770	0.64%	$37.3M	-210,100 (-46.8%)
19	JPMORGAN CHASE & CO	236,316	0.63%	$37.0M	-193,740 (-45.0%)
20	Bank of New York Mellon Corp	232,481	0.62%	$36.3M	+57,475 (+32.8%)
21	Copeland Capital Management, LLC	229,546	0.61%	$35.8M	+94,331 (+69.8%)
22	UBS Group AG	209,075	0.56%	$32.6M	+139,133 (+198.9%)
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	206,136	0.55%	$32.2M	-7,687 (-3.6%)
24	Quantinno Capital Management LP	203,220	0.54%	$31.7M	+16,274 (+8.7%)
25	BANK OF AMERICA CORP /DE/	192,610	0.51%	$30.1M	+9,035 (+4.9%)
26	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	191,181	0.51%	$29.8M	+5,133 (+2.8%)
27	FMR LLC	180,968	0.48%	$28.2M	+74,263 (+69.6%)
28	GOLDMAN SACHS GROUP INC	179,184	0.48%	$28.0M	-31,218 (-14.8%)
29	NORTHERN TRUST CORP	169,919	0.45%	$26.5M	-6,023 (-3.4%)
30	CONFLUENCE INVESTMENT MANAGEMENT LLC	166,257	0.44%	$25.9M	-11,311 (-6.4%)
31	MILLENNIUM MANAGEMENT LLC	162,620	0.43%	$25.4M	-160,386 (-49.7%)
32	VOLORIDGE INVESTMENT MANAGEMENT, LLC	162,073	0.43%	$25.3M	-15,799 (-8.9%)
33	Brookfield Corp /ON/	156,792	0.42%	$24.5M	NEW
34	NORGES BANK	155,686	0.42%	$24.3M	NEW
35	NORDEA INVESTMENT MANAGEMENT AB	147,892	0.39%	$22.9M	+74,723 (+102.1%)
36	ROYCE & ASSOCIATES LP	144,996	0.39%	$22.6M	-29,279 (-16.8%)
37	Gotham Asset Management, LLC	142,299	0.38%	$22.2M	-27,331 (-16.1%)
38	VANGUARD FIDUCIARY TRUST CO	136,878	0.36%	$21.4M	-5,967 (-4.2%)
39	AMERIPRISE FINANCIAL INC	136,872	0.36%	$21.4M	-19,839 (-12.7%)
40	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	124,542	0.33%	$19.4M	-38,937 (-23.8%)
41	ENVESTNET ASSET MANAGEMENT INC	118,347	0.32%	$18.5M	+11,560 (+10.8%)
42	AMERICAN CAPITAL MANAGEMENT INC	114,947	0.31%	$17.9M	+6,607 (+6.1%)
43	SEI INVESTMENTS CO	112,779	0.30%	$17.6M	-76,523 (-40.4%)
44	Crawford Fund Management, LLC	109,500	0.29%	$17.1M	+20,300 (+22.8%)
45	DF DENT & CO INC	106,374	0.28%	$16.6M	+4,003 (+3.9%)
46	Jupiter Topco LLC	91,390	0.24%	$14.3M	NEW
47	PRINCIPAL FINANCIAL GROUP INC	76,156	0.20%	$11.9M	-917 (-1.2%)
48	TUDOR INVESTMENT CORP ET AL	76,095	0.20%	$11.9M	+36,095 (+90.2%)
49	Candriam S.C.A.	74,445	0.20%	$11.6M	NEW
50	Allianz Asset Management GmbH	74,023	0.20%	$11.5M	+46,919 (+173.1%)
51	CAPITAL FUND MANAGEMENT S.A.	69,077	0.18%	$10.8M	+1,872 (+2.8%)
52	STIFEL FINANCIAL CORP	67,188	0.18%	$10.5M	+4,087 (+6.5%)
53	LOOMIS SAYLES & CO L P	64,876	0.17%	$10.1M	+15,895 (+32.5%)
54	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	61,984	0.17%	$9.7M	-7,242 (-10.5%)
55	PRUDENTIAL FINANCIAL INC	61,498	0.16%	$9.6M	-4,000 (-6.1%)
56	Chicago Capital, LLC	60,972	0.16%	$9.5M	-13,190 (-17.8%)
57	BARLOW WEALTH PARTNERS, LLC	57,602	0.15%	$9.5M	-118 (-0.2%)
58	RHUMBLINE ADVISERS	55,898	0.15%	$8.7M	-6,795 (-10.8%)
59	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	54,859	0.15%	$8.6M	-36,431 (-39.9%)
60	IEQ CAPITAL, LLC	53,907	0.14%	$8.4M	+24,772 (+85.0%)
61	CANADA PENSION PLAN INVESTMENT BOARD	50,700	0.14%	$7.9M	-1,400 (-2.7%)
62	Nuveen, LLC	49,783	0.13%	$7.8M	-10,993 (-18.1%)
63	Mariner, LLC	49,671	0.13%	$7.7M	+33,147 (+200.6%)
64	SG Americas Securities, LLC	48,845	0.13%	$7.6M	+1,908 (+4.1%)
65	Squarepoint Ops LLC	47,742	0.13%	$7.4M	NEW
66	FIRST TRUST ADVISORS LP	44,475	0.12%	$6.9M	+18,744 (+72.8%)
67	ALLIANCEBERNSTEIN L.P.	41,088	0.11%	$6.9M	+10,122 (+32.7%)
68	Swiss National Bank	40,600	0.11%	$6.3M	-8,200 (-16.8%)
69	Engineers Gate Manager LP	39,989	0.11%	$6.2M	+25,817 (+182.2%)
70	ALGERT GLOBAL LLC	35,197	0.09%	$5.5M	-13,760 (-28.1%)
71	Creative Planning	34,701	0.09%	$5.4M	+300 (+0.9%)
72	AMERICAN CENTURY COMPANIES INC	33,811	0.09%	$5.3M	-2,831 (-7.7%)
73	BENJAMIN EDWARDS INC	33,499	0.09%	$5.2M	-1,207 (-3.5%)
74	Point72 Asset Management, L.P.	32,754	0.09%	$5.1M	-138,155 (-80.8%)
75	XTX Topco Ltd	32,638	0.09%	$5.1M	+11,286 (+52.9%)
76	Quadrature Capital Ltd	31,566	0.08%	$4.9M	+29,642 (+1540.6%)
77	California Public Employees Retirement System	31,222	0.08%	$4.9M	-2,159 (-6.5%)
78	CITADEL ADVISORS LLC	27,906	0.07%	$4.4M	+4,256 (+18.0%)
79	Legal & General Group Plc	27,422	0.07%	$4.3M	-5,274 (-16.1%)
80	BARCLAYS PLC	26,602	0.07%	$4.2M	-1,348 (-4.8%)
81	Y-Intercept (Hong Kong) Ltd	26,415	0.07%	$4.1M	+16,832 (+175.6%)
82	NICHOLAS COMPANY, INC.	26,185	0.07%	$4.1M	—
83	CAXTON ASSOCIATES LLP	24,236	0.06%	$3.8M	-741 (-3.0%)
84	MERCER GLOBAL ADVISORS INC /ADV	24,099	0.06%	$3.8M	+16,653 (+223.7%)
85	State of Alaska, Department of Revenue	23,699	0.06%	$3.7M	+6,826 (+40.5%)
86	PRICE T ROWE ASSOCIATES INC /MD/	23,623	0.06%	$3.7M	+394 (+1.7%)
87	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	22,952	0.06%	$3.6M	-6,471 (-22.0%)
88	Vident Advisory, LLC	22,877	0.06%	$3.6M	+1,187 (+5.5%)
89	Cerity Partners LLC	22,838	0.06%	$3.6M	+8,150 (+55.5%)
90	Retirement Systems of Alabama	22,812	0.06%	$3.6M	-5,334 (-19.0%)
91	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	22,310	0.06%	$3.5M	-370 (-1.6%)
92	MARSHALL WACE, LLP	21,114	0.06%	$3.3M	+10,531 (+99.5%)
93	WELLS FARGO & COMPANY/MN	19,503	0.05%	$3.0M	-888 (-4.4%)
94	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	18,661	0.05%	$2.8M	+11,053 (+145.3%)
95	MidFirst Bank	18,560	0.05%	$2.9M	-242 (-1.3%)
96	GHP Investment Advisors, Inc.	18,361	0.05%	$2.9M	+15,875 (+638.6%)
97	LAZARD ASSET MANAGEMENT LLC	18,309	0.05%	$2.9M	+3,572 (+24.2%)
98	Numerai GP LLC	18,066	0.05%	$2.8M	+4,999 (+38.3%)
99	SUSQUEHANNA INTERNATIONAL GROUP, LLP	17,903	0.05%	$2.8M	-8,258 (-31.6%)
100	CITIGROUP INC	17,641	0.05%	$2.8M	+5,632 (+46.9%)
101	DEARBORN PARTNERS LLC	17,145	0.05%	$2.8M	+8,465 (+97.5%)
102	ACADIAN ASSET MANAGEMENT LLC	17,082	0.05%	$2.7M	+14,333 (+521.4%)
103	CANADA LIFE ASSURANCE Co	16,740	0.04%	$2.6M	-375 (-2.2%)
104	AXXCESS WEALTH MANAGEMENT, LLC	16,454	0.04%	$2.6M	NEW
105	VANGUARD ASSET MANAGEMENT, Ltd	16,054	0.04%	$2.5M	-1,943 (-10.8%)
106	WORLDQUANT MILLENNIUM ADVISORS LLC	15,895	0.04%	$2.5M	-19,857 (-55.5%)
107	Focus Partners Wealth	15,867	0.04%	$2.5M	-119,004 (-88.2%)
108	MANUFACTURERS LIFE INSURANCE COMPANY, THE	15,846	0.04%	$2.5M	-322 (-2.0%)
109	BNP PARIBAS FINANCIAL MARKETS	15,258	0.04%	$2.4M	-26,921 (-63.8%)
110	Berkeley, Inc	15,202	0.04%	$2.4M	-364 (-2.3%)
111	Thrivent Financial for Lutherans	15,098	0.04%	$2.4M	-30,530 (-66.9%)
112	STATE OF WISCONSIN INVESTMENT BOARD	15,090	0.04%	$2.4M	+3,250 (+27.4%)
113	Cardinal Capital Management	15,051	0.04%	$2.3M	+1,274 (+9.2%)
114	Schonfeld Strategic Advisors LLC	14,919	0.04%	$2.3M	-6,887 (-31.6%)
115	Fluent Financial, LLC	14,362	0.04%	$2.2M	+8,618 (+150.0%)
116	Redwood Investment Management, LLC	13,997	0.04%	$2.2M	NEW
117	FRANKLIN RESOURCES INC	13,634	0.04%	$2.1M	NEW
118	Quantbot Technologies LP	13,602	0.04%	$2.1M	+13,234 (+3596.2%)
119	ROYAL BANK OF CANADA	13,567	0.04%	$2.1M	-8,904 (-39.6%)
120	Advisory Services Network, LLC	13,457	0.04%	$2.1M	-478 (-3.4%)
121	MML INVESTORS SERVICES, LLC	12,816	0.03%	$2.0M	+3,878 (+43.4%)
122	LPL Financial LLC	12,407	0.03%	$1.9M	-3,240 (-20.7%)
123	NEW YORK STATE COMMON RETIREMENT FUND	11,955	0.03%	$1.9M	+1,600 (+15.5%)
124	AZZAD ASSET MANAGEMENT INC /ADV	11,779	0.03%	$1.8M	+10,338 (+717.4%)
125	Apeiron RIA LLC	11,767	0.03%	$433K	NEW
126	Henshaw Capital LLC	11,672	0.03%	$1.8M	+34 (+0.3%)
127	CAPTRUST FINANCIAL ADVISORS	11,372	0.03%	$1.8M	+3,204 (+39.2%)
128	MEEDER ASSET MANAGEMENT INC	11,232	0.03%	$1.8M	-44,382 (-79.8%)
129	Universal- Beteiligungs- und Servicegesellschaft mbH	10,827	0.03%	$1.7M	+6,393 (+144.2%)
130	Corient Private Wealth LP	10,796	0.03%	$1.7M	-8,334 (-43.6%)
131	VOYA INVESTMENT MANAGEMENT LLC	10,735	0.03%	$1.7M	+192 (+1.8%)
132	MetLife Investment Management, LLC	10,625	0.03%	$1.7M	-1,297 (-10.9%)
133	RAYMOND JAMES FINANCIAL INC	10,301	0.03%	$1.6M	-47,062 (-82.0%)
134	Summit Trail Advisors, LLC	9,943	0.03%	$1.6M	+309 (+3.2%)
135	AMALGAMATED BANK	9,900	0.03%	$1.5M	-815 (-7.6%)
136	State of Tennessee, Department of Treasury	9,854	0.03%	$1.5M	-177 (-1.8%)
137	JONES FINANCIAL COMPANIES LLLP	9,548	0.03%	$1.5M	-3,753 (-28.2%)
138	Brevan Howard Capital Management LP	9,535	0.03%	$1.5M	+5,204 (+120.2%)
139	Aurora Investment Counsel	9,515	0.03%	$1.5M	-10 (-0.1%)
140	VIRGINIA RETIREMENT SYSTEMS ET Al	9,400	0.03%	$1.5M	+3,000 (+46.9%)
141	Motley Fool Asset Management LLC	9,373	0.02%	$1.5M	-378 (-3.9%)
142	Arax Advisory Partners	8,810	0.02%	$1.4M	+8,346 (+1798.7%)
143	OSAIC HOLDINGS, INC.	8,718	0.02%	$1.4M	-13,895 (-61.4%)
144	Linden Thomas Advisory Services, LLC	8,686	0.02%	$1.4M	+3,593 (+70.5%)
145	Police & Firemen's Retirement System of New Jersey	8,660	0.02%	$1.4M	-242 (-2.7%)
146	Caisse de depot et placement du Quebec	8,600	0.02%	$1.3M	+7,000 (+437.5%)
147	Treasurer of the State of North Carolina	8,294	0.02%	$1.3M	-850 (-9.3%)
148	Vanguard Global Advisers, LLC	8,245	0.02%	$1.3M	-939 (-10.2%)
149	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	8,163	0.02%	$1.3M	-636 (-7.2%)
150	HighTower Advisors, LLC	7,933	0.02%	$1.2M	-1,145 (-12.6%)
151	Russell Investments Group, Ltd.	7,900	0.02%	$1.2M	-1,908 (-19.5%)
152	LEVEL FOUR ADVISORY SERVICES, LLC	7,818	0.02%	$1.2M	-257 (-3.2%)
153	Hillsdale Investment Management Inc.	7,810	0.02%	$1.2M	+1,000 (+14.7%)
154	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	7,770	0.02%	$1.2M	—
155	Redmond Asset Management, LLC	7,681	0.02%	$1.2M	-24 (-0.3%)
156	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	7,500	0.02%	$1.2M	—
157	Zurich Insurance Group Ltd/FI	7,500	0.02%	$1.2M	NEW
158	Savant Capital, LLC	7,400	0.02%	$1.4M	NEW
159	Pathstone Holdings, LLC	7,275	0.02%	$1.1M	-1,791 (-19.8%)
160	CEERA INVESTMENTS, LLC	7,136	0.02%	$1.1M	-300 (-4.0%)
161	Empire Life Investments Inc.	7,122	0.02%	$1.1M	+25 (+0.4%)
162	Zurcher Kantonalbank (Zurich Cantonalbank)	7,031	0.02%	$1.1M	-1,910 (-21.4%)
163	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	6,970	0.02%	$1.1M	+2,232 (+47.1%)
164	MOSAIC FAMILY WEALTH PARTNERS, LLC	6,878	0.02%	$1.1M	NEW
165	Hunter Perkins Capital Management, LLC	6,705	0.02%	$1.0M	+608 (+10.0%)
166	State of New Jersey Common Pension Fund D	6,624	0.02%	$1.0M	-7,271 (-52.3%)
167	denkapparat Operations GmbH	6,596	0.02%	$1.0M	+2,022 (+44.2%)
168	Jump Financial, LLC	6,520	0.02%	$1.0M	-4,387 (-40.2%)
169	Louisiana State Employees Retirement System	6,500	0.02%	$1.0M	-200 (-3.0%)
170	TRUIST FINANCIAL CORP	6,481	0.02%	$1.0M	-653 (-9.2%)
171	US BANCORP \DE\	6,407	0.02%	$1000K	-278 (-4.2%)
172	Allspring Global Investments Holdings, LLC	6,393	0.02%	$1.0M	-21,035 (-76.7%)
173	Handelsbanken Fonder AB	6,372	0.02%	$994K	—
174	YOUSIF CAPITAL MANAGEMENT, LLC	6,087	0.02%	$950K	-650 (-9.6%)
175	Mitsubishi UFJ Trust & Banking Corp	6,085	0.02%	$949K	NEW
176	Cetera Investment Advisers	6,082	0.02%	$949K	+1,037 (+20.6%)
177	WEDBUSH SECURITIES INC	6,031	0.02%	$941K	+156 (+2.7%)
178	FIFTH THIRD BANCORP	5,905	0.02%	$921K	-1,028 (-14.8%)
179	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	5,785	0.02%	$903K	-626 (-9.8%)
180	Tidal Investments LLC	5,653	0.02%	$882K	+475 (+9.2%)
181	D. E. Shaw & Co., Inc.	5,594	0.01%	$873K	-14,754 (-72.5%)
182	ARIZONA STATE RETIREMENT SYSTEM	5,580	0.01%	$871K	-1,199 (-17.7%)
183	Callan Family Office, LLC	5,421	0.01%	$846K	+1,152 (+27.0%)
184	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	5,280	0.01%	$824K	-472 (-8.2%)
185	BRIGHTON JONES LLC	5,249	0.01%	$819K	+3,456 (+192.7%)
186	Sepio Capital, LP	5,235	0.01%	$817K	-11 (-0.2%)
187	Vanguard Investments Australia, Ltd.	5,212	0.01%	$813K	-1,176 (-18.4%)
188	NEW MEXICO EDUCATIONAL RETIREMENT BOARD	5,200	0.01%	$811K	—
189	STATE OF MICHIGAN RETIREMENT SYSTEM	5,200	0.01%	$811K	-300 (-5.5%)
190	Quinn Opportunity Partners LLC	5,000	0.01%	$780K	NEW
191	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	4,961	0.01%	$774K	-182 (-3.5%)
192	Bradyco, Inc.	4,864	0.01%	$759K	—
193	NEUBERGER BERMAN GROUP LLC	4,803	0.01%	$749K	+1,253 (+35.3%)
194	ROTHSCHILD INVESTMENT LLC	4,633	0.01%	$723K	+4,356 (+1572.6%)
195	KLP KAPITALFORVALTNING AS	4,600	0.01%	$718K	-1,000 (-17.9%)
196	Merit Financial Group, LLC	4,590	0.01%	$716K	+1,852 (+67.6%)
197	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	4,586	0.01%	$716K	-100 (-2.1%)
198	AlphaGrep UK Ltd	4,414	0.01%	$689K	+1,871 (+73.6%)
199	OP Asset Management Ltd	4,386	0.01%	$684K	-7,761 (-63.9%)
200	HARBOR CAPITAL ADVISORS, INC.	4,278	0.01%	$667K	-21 (-0.5%)
201	Advisors Preferred, LLC	4,259	0.01%	$707K	NEW
202	Bridgewater Associates, LP	4,249	0.01%	$663K	NEW
203	Martin Capital Advisors, LLP	4,202	0.01%	$656K	—
204	Caprock Group, LLC	4,201	0.01%	$655K	NEW
205	PARK AVENUE SECURITIES LLC	4,198	0.01%	$655K	+315 (+8.1%)
206	Integrated Wealth Concepts LLC	4,076	0.01%	$636K	+1,533 (+60.3%)
207	Ameritas Investment Partners, Inc.	4,059	0.01%	$633K	-170 (-4.0%)
208	Vanguard Personalized Indexing Management, LLC	3,915	0.01%	$611K	-3,110 (-44.3%)
209	&PARTNERS	3,755	0.01%	$586K	+784 (+26.4%)
210	RV Capital AG	3,700	0.01%	$577K	—
211	Jefferies Financial Group Inc.	3,676	0.01%	$574K	+520 (+16.5%)
212	Kera Capital Partners, Inc.	3,551	0.01%	$554K	+950 (+36.5%)
213	CSS LLC/IL	3,520	0.01%	$549K	-1,990 (-36.1%)
214	Keeler Thomas Management LLC	3,348	0.01%	$522K	+420 (+14.3%)
215	Sivia Capital Partners, LLC	3,339	0.01%	$521K	NEW
216	Pictet Asset Management Holding SA	3,326	0.01%	$519K	-793 (-19.3%)
217	JOHNSON INVESTMENT COUNSEL INC	3,305	0.01%	$516K	-140 (-4.1%)
218	BANK OF MONTREAL /CAN/	3,305	0.01%	$516K	-1,854 (-35.9%)
219	Sanctuary Advisors, LLC	3,295	0.01%	$514K	+221 (+7.2%)
220	VICTORY CAPITAL MANAGEMENT INC	3,285	0.01%	$513K	-147 (-4.3%)
221	M&T Bank Corp	3,277	0.01%	$511K	-340 (-9.4%)
222	Focus Partners Advisor Solutions, LLC	3,206	0.01%	$500K	NEW
223	BLAIR WILLIAM & CO/IL	3,162	0.01%	$493K	+1,099 (+53.3%)
224	FOX RUN MANAGEMENT, L.L.C.	3,142	0.01%	$490K	-4,136 (-56.8%)
225	Larson Financial Group LLC	3,050	0.01%	$476K	+2,682 (+728.8%)
226	New Age Alpha Advisors, LLC	3,034	0.01%	$473K	-10,530 (-77.6%)
227	BRADLEY FOSTER & SARGENT INC/CT	3,000	0.01%	$468K	—
228	MAI Capital Management	2,974	0.01%	$464K	+2,209 (+288.8%)
229	NewEdge Advisors, LLC	2,907	0.01%	$454K	+1,416 (+95.0%)
230	HRT FINANCIAL LP	2,876	0.01%	$448K	-40,632 (-93.4%)
231	LSV ASSET MANAGEMENT	2,800	0.01%	$437K	—
232	FEDERATED HERMES, INC.	2,788	0.01%	$435K	+1,348 (+93.6%)
233	Chicago Partners Investment Group LLC	2,768	0.01%	$464K	+319 (+13.0%)
234	AdvisorShares Investments LLC	2,720	0.01%	$424K	—
235	OCCUDO QUANTITATIVE STRATEGIES LP	2,717	0.01%	$424K	-834 (-23.5%)
236	Intrua Financial, LLC	2,700	0.01%	$421K	NEW
237	TEACHER RETIREMENT SYSTEM OF TEXAS	2,680	0.01%	$418K	-669 (-20.0%)
238	XPONANCE LLC	2,653	0.01%	$414K	-1,569 (-37.2%)
239	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	2,604	0.01%	$406K	—
240	New York Life Investment Management LLC	2,603	0.01%	$406K	-199 (-7.1%)
241	EVERGREEN CAPITAL MANAGEMENT LLC	2,582	0.01%	$403K	+655 (+34.0%)
242	Sequoia Financial Advisors, LLC	2,575	0.01%	$402K	+703 (+37.6%)
243	Swiss Life Asset Management Ltd	2,566	0.01%	$400K	+47 (+1.9%)
244	HB Wealth Management, LLC	2,562	0.01%	$400K	+796 (+45.1%)
245	DEUTSCHE BANK AG\	2,554	0.01%	$398K	+219 (+9.4%)
246	Atria Investments, Inc	2,519	0.01%	$393K	+380 (+17.8%)
247	Bull Harbor Capital LLC	2,506	0.01%	$391K	NEW
248	Pacer Advisors, Inc.	2,482	0.01%	$387K	-298 (-10.7%)
249	iA Global Asset Management Inc.	2,480	0.01%	$387K	NEW
250	Vinva Investment Management Ltd	2,451	0.01%	$555K	NEW

Exited since 2026-03-31 (96 filers; largest 25 shown)

Select Equity Group, L.P.	−637,723
M&G PLC	−149,783
Qube Research & Technologies Ltd	−139,894
JANUS HENDERSON GROUP PLC	−89,885
Incline Global Management LLC	−88,354
SCHRODER INVESTMENT MANAGEMENT GROUP	−84,286
CONGRESS ASSET MANAGEMENT CO	−77,405
River Road Asset Management, LLC	−42,084
PANAGORA ASSET MANAGEMENT INC	−34,615
Trexquant Investment LP	−29,267
BANK OF NOVA SCOTIA	−28,000
Holocene Advisors, LP	−25,983
VAN ECK ASSOCIATES CORP	−21,956
Waverly Advisors, LLC	−21,153
Walleye Capital LLC	−20,166
ING GROEP NV	−16,613
1832 Asset Management L.P.	−15,900
NATIXIS ADVISORS, LLC	−14,490
CWM, LLC	−12,593
LECAP ASSET MANAGEMENT LTD	−9,626
Connor, Clark & Lunn Investment Management Ltd.	−9,369
Brooklyn Investment Group	−8,732
Headlands Technologies LLC	−8,486
Southeast Asset Advisors, LLC	−7,792
TWINBEECH CAPITAL LP	−7,350

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
BAMCO INC /NY/	SCHEDULE 13G	2026-08-14	2026-06-30	3,233,074	8.5%
Baron Capital Group, Inc.	SCHEDULE 13G	2026-08-14	2026-06-30	3,499,146	9.2%
Baron Capital Management, Inc.	SCHEDULE 13G	2026-08-14	2026-06-30	266,072	0.7%
Ronald Baron	SCHEDULE 13G	2026-08-14	2026-06-30	3,499,146	9.2%
Joseph D. Mansueto	SCHEDULE 13G/A	2026-08-05	2026-06-30	14,709,759	39.2%
Daniel Mansueto	SCHEDULE 13G/A	2026-08-03	2026-07-29	3,752,046	10%
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.