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.

Axos Financial, Inc.

CIK 0001299709AX· quarter ending 2026-06-30

Shares outstanding

56,734,842

as of 2026-08-07 · 10-K cover page, filed 2026-08-20

Held by 13F filers

48,570,890

85.6% of shares outstanding

Holders

387

+0 vs 2026-03-31 · 51 new, 51 exited

Value

$4.7B

shares +1.4% vs prior quarter

Share classes (cover page of the 10-K filed 2026-08-20, as of 2026-08-07)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	AX · NYSE	56,734,842	48,570,890	85.6%	387	05465C100

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
	05465C100	COM	387	48,570,890	56,734,842	85.6%	$4.7B	5 call / 6 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 387 · 05465C100)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	8,389,477	14.79%	$817.1M	+68,179 (+0.8%)
2	VANGUARD PORTFOLIO MANAGEMENT LLC	3,136,801	5.53%	$305.5M	+46,026 (+1.5%)
3	STATE STREET CORP	3,023,908	5.33%	$294.5M	+207,211 (+7.4%)
4	FMR LLC	2,969,246	5.23%	$289.2M	+531,572 (+21.8%)
5	AMERICAN CENTURY COMPANIES INC	2,705,653	4.77%	$263.5M	+195,246 (+7.8%)
6	VANGUARD CAPITAL MANAGEMENT LLC	2,466,744	4.35%	$240.2M	+12,670 (+0.5%)
7	DIMENSIONAL FUND ADVISORS LP	2,197,135	3.87%	$214.0M	+20,132 (+0.9%)
8	GEODE CAPITAL MANAGEMENT, LLC	1,967,141	3.47%	$194.1M	+8,711 (+0.4%)
9	Davis Asset Management, L.P.	1,535,219	2.71%	$149.5M	—
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	751,934	1.33%	$73.2M	+19,853 (+2.7%)
11	FRANKLIN RESOURCES INC	714,462	1.26%	$69.6M	-40,532 (-5.4%)
12	NORTHERN TRUST CORP	710,371	1.25%	$69.2M	+25,659 (+3.7%)
13	AMERIPRISE FINANCIAL INC	654,362	1.15%	$63.7M	-54,127 (-7.6%)
14	Invesco Ltd.	617,610	1.09%	$60.1M	+71,304 (+13.1%)
15	MORGAN STANLEY	591,123	1.04%	$57.6M	+47,496 (+8.7%)
16	EMERALD ADVISERS, LLC	536,162	0.95%	$52.2M	+39,930 (+8.0%)
17	WASATCH ADVISORS LP	515,576	0.91%	$50.2M	-100,805 (-16.4%)
18	GENEVA CAPITAL MANAGEMENT LLC	477,009	0.84%	$46.5M	-131,072 (-21.6%)
19	WELLINGTON MANAGEMENT GROUP LLP	470,586	0.83%	$45.8M	-367,267 (-43.8%)
20	GOLDMAN SACHS GROUP INC	453,375	0.80%	$44.2M	+99,686 (+28.2%)
21	Boston Partners	433,647	0.76%	$42.3M	+20,495 (+5.0%)
22	First Eagle Investment Management, LLC	426,624	0.75%	$41.5M	+262,012 (+159.2%)
23	KENNEDY CAPITAL MANAGEMENT LLC	426,294	0.75%	$41.5M	+194,907 (+84.2%)
24	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	409,682	0.72%	$39.9M	+286,794 (+233.4%)
25	VANGUARD FIDUCIARY TRUST CO	379,189	0.67%	$36.9M	+10,948 (+3.0%)
26	Bank of New York Mellon Corp	378,027	0.67%	$36.8M	+9,360 (+2.5%)
27	Bragg Financial Advisors, Inc	377,229	0.66%	$36.7M	+21,361 (+6.0%)
28	CITADEL ADVISORS LLC	375,753	0.66%	$36.6M	+306,963 (+446.2%)
29	EMERALD MUTUAL FUND ADVISERS TRUST	366,712	0.65%	$35.7M	+29,972 (+8.9%)
30	PRINCIPAL FINANCIAL GROUP INC	362,676	0.64%	$35.3M	+8,725 (+2.5%)
31	SHAKER INVESTMENTS LLC/OH	356,376	0.63%	$34.7M	-12,336 (-3.3%)
32	1832 Asset Management L.P.	347,070	0.61%	$33.8M	-32,714 (-8.6%)
33	Allspring Global Investments Holdings, LLC	317,854	0.56%	$31.4M	-114,885 (-26.5%)
34	UBS Group AG	316,780	0.56%	$30.9M	+14,964 (+5.0%)
35	LOOMIS SAYLES & CO L P	290,688	0.51%	$28.3M	-7,826 (-2.6%)
36	Stieven Capital Advisors, L.P.	256,345	0.45%	$25.0M	+15,600 (+6.5%)
37	Nuveen, LLC	256,326	0.45%	$25.0M	+5,932 (+2.4%)
38	Empowered Funds, LLC	251,087	0.44%	$24.5M	+34,721 (+16.0%)
39	Public Sector Pension Investment Board	249,863	0.44%	$24.3M	-39,197 (-13.6%)
40	JPMORGAN CHASE & CO	237,791	0.42%	$23.2M	-25,062 (-9.5%)
41	AQR CAPITAL MANAGEMENT LLC	201,867	0.36%	$19.7M	-32,880 (-14.0%)
42	ROYCE & ASSOCIATES LP	201,214	0.35%	$19.6M	+66,598 (+49.5%)
43	RAYMOND JAMES FINANCIAL INC	174,909	0.31%	$17.0M	+31,344 (+21.8%)
44	BANK OF AMERICA CORP /DE/	168,773	0.30%	$16.4M	-52,883 (-23.9%)
45	Gator Capital Management, LLC	166,475	0.29%	$16.2M	-20,365 (-10.9%)
46	OSTERWEIS CAPITAL MANAGEMENT INC	165,685	0.29%	$16.1M	+1,945 (+1.2%)
47	ALGERT GLOBAL LLC	157,663	0.28%	$15.4M	-34,181 (-17.8%)
48	Empirical Finance, LLC	152,847	0.27%	$14.9M	-25,434 (-14.3%)
49	Pembroke Management, LTD	143,152	0.25%	$13.9M	-5,439 (-3.7%)
50	RHUMBLINE ADVISERS	139,543	0.25%	$13.6M	-16,830 (-10.8%)
51	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	138,730	0.24%	$13.5M	NEW
52	STATE OF WISCONSIN INVESTMENT BOARD	136,086	0.24%	$13.3M	-7,695 (-5.4%)
53	Brevan Howard Capital Management LP	128,644	0.23%	$12.5M	-6,485 (-4.8%)
54	Legal & General Group Plc	127,673	0.23%	$12.4M	+1,058 (+0.8%)
55	Ategra Capital Management, LLC	113,765	0.20%	$11.1M	—
56	Swiss National Bank	102,400	0.18%	$10.0M	-4,000 (-3.8%)
57	Militia Capital Management LLC	100,000	0.18%	$9.7M	-200,000 (-66.7%)
58	KESTREL INVESTMENT MANAGEMENT CORP	95,150	0.17%	$9.3M	—
59	RENAISSANCE GROUP LLC	94,091	0.17%	$9.2M	-19,293 (-17.0%)
60	FIRST TRUST ADVISORS LP	93,953	0.17%	$9.2M	+30,842 (+48.9%)
61	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	92,990	0.16%	$9.1M	-1,681 (-1.8%)
62	VICTORY CAPITAL MANAGEMENT INC	90,295	0.16%	$8.8M	-4,342 (-4.6%)
63	Quantinno Capital Management LP	86,261	0.15%	$8.4M	+29,736 (+52.6%)
64	FIL Ltd	85,000	0.15%	$8.3M	—
65	BESSEMER GROUP INC	84,361	0.15%	$8.2M	+7 (+0.0%)
66	PRUDENTIAL FINANCIAL INC	80,808	0.14%	$7.9M	-41,190 (-33.8%)
67	ENVESTNET ASSET MANAGEMENT INC	80,614	0.14%	$7.9M	+3,077 (+4.0%)
68	LORD, ABBETT & CO. LLC	79,548	0.14%	$7.7M	-449 (-0.6%)
69	Russell Investments Group, Ltd.	77,525	0.14%	$7.6M	+30,075 (+63.4%)
70	CI INVESTMENTS INC.	76,417	0.13%	$7.4M	-8,600 (-10.1%)
71	PRICE T ROWE ASSOCIATES INC /MD/	73,761	0.13%	$7.2M	+11,616 (+18.7%)
72	ALLIANCEBERNSTEIN L.P.	70,074	0.12%	$6.0M	+4,044 (+6.1%)
73	CITIGROUP INC	67,670	0.12%	$6.6M	+11,968 (+21.5%)
74	Squarepoint Ops LLC	63,581	0.11%	$6.2M	-116,826 (-64.8%)
75	LGT Fund Management Co Ltd.	62,450	0.11%	$6.1M	—
76	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	58,192	0.10%	$5.7M	-4,209 (-6.7%)
77	WELLS FARGO & COMPANY/MN	57,963	0.10%	$5.6M	+22,808 (+64.9%)
78	DEUTSCHE BANK AG\	57,785	0.10%	$5.6M	+9,691 (+20.2%)
79	KORNITZER CAPITAL MANAGEMENT INC /KS	53,867	0.09%	$5.2M	NEW
80	TCW GROUP INC	53,520	0.09%	$5.2M	—
81	ARGENT CAPITAL MANAGEMENT LLC	51,811	0.09%	$5.0M	-42,118 (-44.8%)
82	VANGUARD ASSET MANAGEMENT, Ltd	51,693	0.09%	$5.0M	+115 (+0.2%)
83	ROYAL BANK OF CANADA	51,068	0.09%	$5.0M	-47,149 (-48.0%)
84	BOOTHBAY FUND MANAGEMENT, LLC	49,401	0.09%	$4.8M	-18,379 (-27.1%)
85	Edgestream Partners, L.P.	46,953	0.08%	$4.6M	+34,118 (+265.8%)
86	Livforsakringsbolaget Skandia, Omsesidigt	44,700	0.08%	$4.4M	—
87	CANADA LIFE ASSURANCE Co	44,485	0.08%	$4.3M	-2,035 (-4.4%)
88	Thrivent Financial for Lutherans	43,966	0.08%	$4.3M	-1,960 (-4.3%)
89	Focus Partners Wealth	41,730	0.07%	$4.1M	-564 (-1.3%)
90	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	41,598	0.07%	$4.1M	+1,719 (+4.3%)
91	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	38,665	0.07%	$3.8M	-2,288 (-5.6%)
92	Global Frontier Investments LLC	37,000	0.07%	$3.6M	—
93	S&T Bank/PA	36,451	0.06%	$3.5M	-6,063 (-14.3%)
94	BW Gestao de Investimentos Ltda.	35,000	0.06%	$3.4M	NEW
95	LPL Financial LLC	33,261	0.06%	$3.2M	-625 (-1.8%)
96	BNP PARIBAS FINANCIAL MARKETS	33,241	0.06%	$3.2M	+5,333 (+19.1%)
97	SG Americas Securities, LLC	32,979	0.06%	$3.2M	+7,055 (+27.2%)
98	CONNORS INVESTOR SERVICES INC	32,946	0.06%	$3.2M	-117 (-0.4%)
99	NATIXIS ADVISORS, LLC	32,937	0.06%	$3.2M	+5,902 (+21.8%)
100	Rafferty Asset Management, LLC	32,490	0.06%	$3.2M	-9,762 (-23.1%)
101	MetLife Investment Management, LLC	32,274	0.06%	$3.1M	+2,603 (+8.8%)
102	FORMULA GROWTH LTD	30,624	0.05%	$3.0M	—
103	BRIDGEWAY CAPITAL MANAGEMENT, LLC	30,200	0.05%	$2.9M	—
104	Illinois Municipal Retirement Fund	29,515	0.05%	$2.9M	+397 (+1.4%)
105	MANUFACTURERS LIFE INSURANCE COMPANY, THE	29,440	0.05%	$2.9M	+2,709 (+10.1%)
106	State of Alaska, Department of Revenue	27,532	0.05%	$2.7M	-9,231 (-25.1%)
107	SEI INVESTMENTS CO	26,178	0.05%	$2.5M	+185 (+0.7%)
108	PMC FIG Opportunities LLC	25,599	0.05%	$2.5M	-33,681 (-56.8%)
109	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	25,560	0.05%	$2.5M	+54 (+0.2%)
110	NEW YORK STATE COMMON RETIREMENT FUND	25,262	0.04%	$2.5M	+6,395 (+33.9%)
111	BARCLAYS PLC	25,028	0.04%	$2.4M	-6,456 (-20.5%)
112	Vanguard Global Advisers, LLC	25,011	0.04%	$2.4M	-448 (-1.8%)
113	Louisiana State Employees Retirement System	24,900	0.04%	$2.4M	-200 (-0.8%)
114	Destination Wealth Management	24,400	0.04%	$2.4M	—
115	Quantbot Technologies LP	24,231	0.04%	$2.4M	+20,049 (+479.4%)
116	Merit Financial Group, LLC	24,147	0.04%	$2.4M	+20,955 (+656.5%)
117	DENALI ADVISORS LLC	24,134	0.04%	$2.4M	NEW
118	Jupiter Topco LLC	23,907	0.04%	$2.3M	NEW
119	WCM INVESTMENT MANAGEMENT, LLC	23,623	0.04%	$2.3M	-71,743 (-75.2%)
120	Universal- Beteiligungs- und Servicegesellschaft mbH	22,984	0.04%	$2.2M	-1,064 (-4.4%)
121	BANK OF MONTREAL /CAN/	22,622	0.04%	$2.2M	-263 (-1.1%)
122	Orchard Capital Management, LLC	22,491	0.04%	$2.2M	+283 (+1.3%)
123	FEDERATED HERMES, INC.	22,200	0.04%	$2.2M	-2,176 (-8.9%)
124	State of Tennessee, Department of Treasury	21,825	0.04%	$2.1M	-12,370 (-36.2%)
125	D.A. DAVIDSON & CO.	21,117	0.04%	$2.1M	-5,463 (-20.6%)
126	AVENIR CORP	20,790	0.04%	$2.0M	—
127	State of New Jersey Common Pension Fund D	20,443	0.04%	$2.0M	-3,483 (-14.6%)
128	OP Asset Management Ltd	19,397	0.03%	$1.9M	—
129	JONES FINANCIAL COMPANIES LLLP	19,022	0.03%	$1.8M	+5,833 (+44.2%)
130	Corient Private Wealth LP	18,403	0.03%	$1.8M	+15,554 (+545.9%)
131	Ridgewood Investments LLC	17,836	0.03%	$1.7M	-215 (-1.2%)
132	ADVISORY RESEARCH INC	17,011	0.03%	$1.7M	+94 (+0.6%)
133	ALLSTATE CORP	16,831	0.03%	$1.6M	NEW
134	Cetera Investment Advisers	16,599	0.03%	$1.6M	-45 (-0.3%)
135	Police & Firemen's Retirement System of New Jersey	16,370	0.03%	$1.6M	+1,499 (+10.1%)
136	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	15,891	0.03%	$1.5M	—
137	Bullseye Investment Management, LLC	15,786	0.03%	$1.5M	+3,626 (+29.8%)
138	Handelsbanken Fonder AB	15,695	0.03%	$1.5M	—
139	Federation des caisses Desjardins du Quebec	15,636	0.03%	$1.5M	-1,895 (-10.8%)
140	YOUSIF CAPITAL MANAGEMENT, LLC	15,421	0.03%	$1.5M	+20 (+0.1%)
141	AMALGAMATED BANK	15,239	0.03%	$1.5M	-937 (-5.8%)
142	TRUIST FINANCIAL CORP	14,398	0.03%	$1.4M	+902 (+6.7%)
143	EVOLVE PRIVATE WEALTH, LLC	14,380	0.03%	$1.4M	+710 (+5.2%)
144	ARIZONA STATE RETIREMENT SYSTEM	14,075	0.02%	$1.4M	-730 (-4.9%)
145	Vanguard Investments Australia, Ltd.	14,072	0.02%	$1.4M	—
146	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	14,037	0.02%	$1.4M	—
147	Zurcher Kantonalbank (Zurich Cantonalbank)	13,900	0.02%	$1.4M	-373 (-2.6%)
148	US BANCORP \DE\	13,759	0.02%	$1.3M	-2,430 (-15.0%)
149	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	13,489	0.02%	$1.3M	-527 (-3.8%)
150	FIFTH THIRD BANCORP	13,471	0.02%	$1.3M	-355 (-2.6%)
151	Van Hulzen Asset Management, LLC	13,424	0.02%	$1.3M	-2,750 (-17.0%)
152	MERCER GLOBAL ADVISORS INC /ADV	13,375	0.02%	$1.3M	+646 (+5.1%)
153	VIRGINIA RETIREMENT SYSTEMS ET Al	13,155	0.02%	$1.3M	-22,200 (-62.8%)
154	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	12,904	0.02%	$1.3M	-100 (-0.8%)
155	MML INVESTORS SERVICES, LLC	12,796	0.02%	$1.2M	+1,747 (+15.8%)
156	INTECH INVESTMENT MANAGEMENT LLC	12,633	0.02%	$1.2M	-2,637 (-17.3%)
157	B. Metzler seel. Sohn & Co. AG	12,628	0.02%	$1.2M	-352 (-2.7%)
158	Cerity Partners LLC	12,309	0.02%	$1.2M	-112,903 (-90.2%)
159	NISA INVESTMENT ADVISORS, LLC	12,173	0.02%	$1.2M	+725 (+6.3%)
160	KLP KAPITALFORVALTNING AS	11,800	0.02%	$1.1M	-4,500 (-27.6%)
161	Engineers Gate Manager LP	11,663	0.02%	$1.1M	+661 (+6.0%)
162	Aquatic Capital Management LLC	11,631	0.02%	$1.1M	+11,628 (+387600.0%)
163	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	11,559	0.02%	$1.1M	-12,195 (-51.3%)
164	Keel Point, LLC	11,497	0.02%	$1.1M	+100 (+0.9%)
165	HANCOCK WHITNEY CORP	11,460	0.02%	$1.1M	+252 (+2.2%)
166	Csenge Advisory Group	11,370	0.02%	$1.1M	-2,935 (-20.5%)
167	TD Waterhouse Canada Inc.	10,650	0.02%	$1.1M	-218 (-2.0%)
168	VOYA INVESTMENT MANAGEMENT LLC	10,422	0.02%	$1.0M	+1,073 (+11.5%)
169	GREAT LAKES ADVISORS, LLC	10,262	0.02%	$999K	—
170	HSBC HOLDINGS PLC	10,018	0.02%	$970K	+6,958 (+227.4%)
171	CCG WEALTH MANAGEMENT, LLC	10,000	0.02%	$974K	-152,896 (-93.9%)
172	IEQ CAPITAL, LLC	9,540	0.02%	$929K	-16,049 (-62.7%)
173	Pictet Asset Management Holding SA	8,765	0.02%	$854K	-365 (-4.0%)
174	Aviso Financial Inc.	8,630	0.02%	$840K	-464 (-5.1%)
175	PINNACLE ASSOCIATES LTD	8,339	0.01%	$812K	-2 (-0.0%)
176	Maryland State Retirement & Pension System	8,274	0.01%	$806K	+15 (+0.2%)
177	ProShare Advisors LLC	7,933	0.01%	$773K	-560 (-6.6%)
178	Concurrent Investment Advisors, LLC	7,726	0.01%	$752K	-490 (-6.0%)
179	National Philanthropic Trust	7,658	0.01%	$746K	+973 (+14.6%)
180	JAMES INVESTMENT RESEARCH, INC.	7,548	0.01%	$735K	—
181	Lido Advisors, LLC	7,503	0.01%	$731K	+443 (+6.3%)
182	BAYVIEW ASSET MANAGEMENT, LLC	7,420	0.01%	$723K	NEW
183	STIFEL FINANCIAL CORP	7,146	0.01%	$696K	+2 (+0.0%)
184	OAK ASSOCIATES LTD /OH/	7,059	0.01%	$687K	—
185	Summit Global Investments	6,778	0.01%	$660K	+1,342 (+24.7%)
186	XPONANCE LLC	6,638	0.01%	$646K	+363 (+5.8%)
187	CenterBook Partners LP	6,564	0.01%	$639K	+646 (+10.9%)
188	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	6,515	0.01%	$634K	+29 (+0.4%)
189	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	6,505	0.01%	$634K	—
190	Waterloo Capital, L.P.	6,355	0.01%	$619K	+1 (+0.0%)
191	Keebeck Wealth Management	6,185	0.01%	$602K	-324 (-5.0%)
192	SUSQUEHANNA INTERNATIONAL GROUP, LLP	6,172	0.01%	$601K	-33,192 (-84.3%)
193	Yorktown Management & Research Co Inc	6,000	0.01%	$584K	—
194	ALPS ADVISORS INC	5,924	0.01%	$577K	+71 (+1.2%)
195	GUGGENHEIM CAPITAL LLC	5,876	0.01%	$572K	NEW
196	PNC Financial Services Group, Inc.	5,804	0.01%	$565K	+73 (+1.3%)
197	MARSHALL WACE, LLP	5,751	0.01%	$560K	NEW
198	Cetera Trust Company, N.A	5,620	0.01%	$547K	+125 (+2.3%)
199	MIRABELLA FINANCIAL SERVICES LLP	5,572	0.01%	$543K	NEW
200	Vanguard Personalized Indexing Management, LLC	5,428	0.01%	$529K	+510 (+10.4%)
201	Foyston, Gordon & Payne Inc	5,282	0.01%	$514K	—
202	DRW Securities, LLC	5,254	0.01%	$512K	NEW
203	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	5,213	0.01%	$508K	+975 (+23.0%)
204	Qube Research & Technologies Ltd	5,155	0.01%	$502K	-11,315 (-68.7%)
205	Ameritas Investment Partners, Inc.	5,037	0.01%	$491K	+619 (+14.0%)
206	Venturi Wealth Management, LLC	5,000	0.01%	$487K	+400 (+8.7%)
207	Sumitomo Mitsui Trust Group, Inc.	5,000	0.01%	$487K	NEW
208	EJF Capital LP	5,000	0.01%	$487K	-120 (-2.3%)
209	HighTower Advisors, LLC	4,994	0.01%	$486K	-895 (-15.2%)
210	CAPTRUST FINANCIAL ADVISORS	4,963	0.01%	$483K	+2,171 (+77.8%)
211	OSAIC HOLDINGS, INC.	4,924	0.01%	$480K	+1,517 (+44.5%)
212	Arax Advisory Partners	4,803	0.01%	$468K	+3,703 (+336.6%)
213	Western Wealth Management, LLC	4,800	0.01%	$467K	-54 (-1.1%)
214	Creative Planning	4,776	0.01%	$465K	-289 (-5.7%)
215	Ashton Thomas Private Wealth, LLC	4,770	0.01%	$465K	-46 (-1.0%)
216	Mission Creek Capital Partners, Inc.	4,631	0.01%	$451K	—
217	Freestone Grove Partners LP	4,612	0.01%	$449K	+4,578 (+13464.7%)
218	Mutual Advisors, LLC	4,598	0.01%	$448K	+13 (+0.3%)
219	CIM INVESTMENT MANAGEMENT INC	4,571	0.01%	$445K	+336 (+7.9%)
220	Ensign Peak Advisors, Inc	4,497	0.01%	$438K	—
221	J.W. COLE ADVISORS, INC.	4,355	0.01%	$424K	+40 (+0.9%)
222	PROFUND ADVISORS LLC	4,305	0.01%	$419K	+811 (+23.2%)
223	STRS OHIO	4,300	0.01%	$419K	+1,000 (+30.3%)
224	Pallas Capital Advisors LLC	4,238	0.01%	$413K	-15 (-0.4%)
225	Pathstone Holdings, LLC	4,214	0.01%	$410K	NEW
226	Abel Hall, LLC	4,176	0.01%	$407K	+524 (+14.3%)
227	Sanctuary Advisors, LLC	4,109	0.01%	$400K	NEW
228	CANADA PENSION PLAN INVESTMENT BOARD	4,000	0.01%	$390K	—
229	World Investment Advisors	3,709	0.01%	$316K	—
230	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3,663	0.01%	$357K	-682 (-15.7%)
231	EARNEST PARTNERS LLC	3,600	0.01%	$351K	—
232	Y-Intercept (Hong Kong) Ltd	3,594	0.01%	$350K	NEW
233	Crossmark Global Holdings, Inc.	3,565	0.01%	$347K	-166 (-4.4%)
234	Vise Technologies, Inc.	3,544	0.01%	$345K	-1,169 (-24.8%)
235	PRAXIS INVESTMENT MANAGEMENT INC	3,442	0.01%	$335K	—
236	XTX Topco Ltd	3,327	0.01%	$324K	-435 (-11.6%)
237	JANE STREET GROUP, LLC	3,232	0.01%	$315K	NEW
238	BOURGEON CAPITAL MANAGEMENT LLC	3,200	0.01%	$312K	—
239	CIBC Bancorp USA Inc.	3,126	0.01%	$304K	+351 (+12.6%)
240	VICTORY FINANCIAL GROUP, LLC	3,109	0.01%	$303K	+439 (+16.4%)
241	Americana Partners, LLC	3,068	0.01%	$299K	NEW
242	SUMMITRY LLC	3,052	0.01%	$297K	+34 (+1.1%)
243	Amundi	3,047	0.01%	$297K	—
244	BANQUE PICTET & CIE SA	3,039	0.01%	$296K	NEW
245	Swiss Life Asset Management Ltd	2,885	0.01%	$281K	-2,929 (-50.4%)
246	NEUBERGER BERMAN GROUP LLC	2,879	0.01%	$280K	+65 (+2.3%)
247	TWO SIGMA SECURITIES, LLC	2,874	0.01%	$280K	NEW
248	DNB Asset Management AS	2,873	0.01%	$280K	-427 (-12.9%)
249	COLDSTREAM CAPITAL MANAGEMENT INC	2,829	0.00%	$276K	-3,188 (-53.0%)
250	Mach-1 Financial Group, LLC	2,776	0.00%	$270K	-435 (-13.5%)

Exited since 2026-03-31 (51 filers; largest 25 shown)

Philadelphia Financial Management of San Francisco, LLC	−88,200
VOLORIDGE INVESTMENT MANAGEMENT, LLC	−63,455
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	−51,756
FRED ALGER MANAGEMENT, LLC	−35,888
TWO SIGMA INVESTMENTS, LP	−31,577
Integrated Quantitative Investments LLC	−24,265
JANUS HENDERSON GROUP PLC	−23,907
Persistent Asset Partners Ltd	−23,326
Jackson Creek Investment Advisors LLC	−20,214
Vestcor Inc	−17,784
Wakefield Asset Management LLLP	−17,149
POLEN CAPITAL MANAGEMENT LLC	−16,849
CREDIT AGRICOLE S A	−13,610
D. E. Shaw & Co., Inc.	−12,824
Horizon Investment Services, LLC	−12,592
TD Asset Management Inc	−10,453
CWM, LLC	−10,140
Legato Capital Management LLC	−9,474
Inspire Advisors, LLC	−9,344
EQUITABLE TRUST CO	−6,528
Jaffetilchin Investment Partners, LLC	−6,377
GTS SECURITIES LLC	−5,903
TEACHER RETIREMENT SYSTEM OF TEXAS	−5,693
Mariner, LLC	−5,545
MANGROVE PARTNERS IM, LLC	−4,213

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
STATE STREET CORPORATION	SCHEDULE 13G	2026-08-07	2026-06-30	3,023,908	5.3%
Abigail P. Johnson	SCHEDULE 13G	2026-08-06	2026-06-30	2,969,245.68	5.2%
FMR LLC	SCHEDULE 13G	2026-08-06	2026-06-30	2,969,245.68	5.2%
Vanguard Capital Management	SCHEDULE 13G	2026-04-29	2026-03-31	2,886,101	5.09%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-28	2026-03-31	3,118,098	5.5%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	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.