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.

Willdan Group, Inc.

CIK 0001370450WLDN· quarter ending 2026-06-30

Shares outstanding

15,232,091

as of 2026-08-06 · 10-Q cover page, filed 2026-08-07

Held by 13F filers

13,494,143

88.6% of shares outstanding

Holders

246

-10 vs 2026-03-31 · 43 new, 53 exited

Value

$1.1B

shares +18.4% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-07, as of 2026-08-06)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	WLDN · NASDAQ	15,232,091	13,494,143	88.6%	246	96924N100

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
	96924N100	COM	246	13,494,143	15,232,091	88.6%	$1.1B	5 call / 3 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 (246 of 246 · 96924N100)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	1,438,623	9.44%	$113.8M	+120,899 (+9.2%)
2	Divisadero Street Capital Management, LP	1,324,293	8.69%	$104.8M	+1,159,306 (+702.7%)
3	VANGUARD CAPITAL MANAGEMENT LLC	632,916	4.16%	$50.1M	+19,589 (+3.2%)
4	NEUMEIER POMA INVESTMENT COUNSEL LLC	530,210	3.48%	$41.9M	+314,550 (+145.9%)
5	VANGUARD PORTFOLIO MANAGEMENT LLC	527,252	3.46%	$41.7M	+42,071 (+8.7%)
6	Allspring Global Investments Holdings, LLC	390,720	2.57%	$30.5M	+174,291 (+80.5%)
7	GEODE CAPITAL MANAGEMENT, LLC	383,399	2.52%	$30.3M	+29,107 (+8.2%)
8	FIRST TRUST ADVISORS LP	361,079	2.37%	$28.6M	+74,221 (+25.9%)
9	ALTA FOX CAPITAL MANAGEMENT, LLC	359,806	2.36%	$28.5M	NEW
10	Swedbank AB	349,700	2.30%	$27.7M	+113,000 (+47.7%)
11	STATE STREET CORP	337,449	2.22%	$26.7M	+22,749 (+7.2%)
12	DIMENSIONAL FUND ADVISORS LP	320,857	2.11%	$25.4M	+11,910 (+3.9%)
13	Conversant Capital LLC	294,500	1.93%	$23.3M	NEW
14	WASATCH ADVISORS LP	287,054	1.88%	$22.7M	-94,527 (-24.8%)
15	Ranger Investment Management, L.P.	275,191	1.81%	$21.8M	+228,756 (+492.6%)
16	OBERWEIS ASSET MANAGEMENT INC/	262,700	1.72%	$20.8M	NEW
17	AMERIPRISE FINANCIAL INC	260,471	1.71%	$20.6M	-11,883 (-4.4%)
18	WELLINGTON MANAGEMENT GROUP LLP	210,895	1.38%	$16.7M	NEW
19	Nuveen, LLC	210,771	1.38%	$16.7M	-31,720 (-13.1%)
20	Handelsbanken Fonder AB	191,532	1.26%	$15.2M	+48,876 (+34.3%)
21	RBF Capital, LLC	184,600	1.21%	$14.6M	—
22	NORTHERN TRUST CORP	163,347	1.07%	$12.9M	+14,238 (+9.5%)
23	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	163,117	1.07%	$12.9M	+91,836 (+128.8%)
24	GOLDMAN SACHS GROUP INC	155,269	1.02%	$12.3M	+25,416 (+19.6%)
25	TWO SIGMA INVESTMENTS, LP	150,574	0.99%	$11.9M	-317,448 (-67.8%)
26	Russell Investments Group, Ltd.	143,866	0.94%	$11.4M	+49,468 (+52.4%)
27	NEXT CENTURY GROWTH INVESTORS LLC	126,407	0.83%	$10.0M	NEW
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	120,143	0.79%	$9.5M	-2,623 (-2.1%)
29	PANAGORA ASSET MANAGEMENT INC	114,701	0.75%	$9.1M	+53,470 (+87.3%)
30	MORGAN STANLEY	111,204	0.73%	$8.8M	-10,593 (-8.7%)
31	Point72 Asset Management, L.P.	108,675	0.71%	$8.6M	+30,254 (+38.6%)
32	VANGUARD FIDUCIARY TRUST CO	100,690	0.66%	$8.0M	+4,936 (+5.2%)
33	LORD, ABBETT & CO. LLC	98,913	0.65%	$7.8M	+22,448 (+29.4%)
34	KENNEDY CAPITAL MANAGEMENT LLC	97,391	0.64%	$7.7M	+13,840 (+16.6%)
35	UBS Group AG	96,854	0.64%	$7.7M	+54,153 (+126.8%)
36	JANE STREET GROUP, LLC	89,929	0.59%	$7.1M	-52,643 (-36.9%)
37	Portolan Capital Management, LLC	84,394	0.55%	$6.7M	-9,570 (-10.2%)
38	Summit Creek Advisors LLC	83,463	0.55%	$6.6M	-64,073 (-43.4%)
39	Asset Management One Co., Ltd.	77,293	0.51%	$6.1M	+17,163 (+28.5%)
40	ESSEX INVESTMENT MANAGEMENT CO LLC	74,890	0.49%	$5.9M	-3,402 (-4.3%)
41	KORNITZER CAPITAL MANAGEMENT INC /KS	68,585	0.45%	$5.4M	-483 (-0.7%)
42	AQR CAPITAL MANAGEMENT LLC	59,401	0.39%	$4.7M	+6,691 (+12.7%)
43	Bank of New York Mellon Corp	58,945	0.39%	$4.7M	-1,295 (-2.1%)
44	Thrivent Financial for Lutherans	56,249	0.37%	$4.4M	-4,216 (-7.0%)
45	OP Asset Management Ltd	55,800	0.37%	$4.4M	+39,123 (+234.6%)
46	DEUTSCHE BANK AG\	55,731	0.37%	$4.4M	+3,057 (+5.8%)
47	Qube Research & Technologies Ltd	55,445	0.36%	$4.4M	-79,001 (-58.8%)
48	Janney Montgomery Scott LLC	52,282	0.34%	$4.1M	-1,729 (-3.2%)
49	BANK OF AMERICA CORP /DE/	49,653	0.33%	$3.9M	+13,423 (+37.0%)
50	WELLS FARGO & COMPANY/MN	45,567	0.30%	$3.6M	-102,418 (-69.2%)
51	EFG International AG	45,157	0.30%	$3.6M	-855 (-1.9%)
52	ENVESTNET ASSET MANAGEMENT INC	44,896	0.29%	$3.6M	+15,162 (+51.0%)
53	Jefferies Financial Group Inc.	41,200	0.27%	$3.3M	-3,125 (-7.1%)
54	PRINCIPAL FINANCIAL GROUP INC	39,051	0.26%	$3.1M	+3,137 (+8.7%)
55	CVFG LLC	37,250	0.24%	$2.9M	-7,300 (-16.4%)
56	BOOTHBAY FUND MANAGEMENT, LLC	35,615	0.23%	$2.8M	-3,865 (-9.8%)
57	JPMORGAN CHASE & CO	34,669	0.23%	$2.7M	+2,079 (+6.4%)
58	ALLIANCEBERNSTEIN L.P.	34,112	0.22%	$2.6M	-10,570 (-23.7%)
59	MML INVESTORS SERVICES, LLC	33,740	0.22%	$2.7M	+17,480 (+107.5%)
60	AMERICAN CENTURY COMPANIES INC	33,278	0.22%	$2.6M	-3,436 (-9.4%)
61	RICE HALL JAMES & ASSOCIATES, LLC	30,579	0.20%	$2.4M	+1,367 (+4.7%)
62	RAYMOND JAMES FINANCIAL INC	29,259	0.19%	$2.3M	-1,005 (-3.3%)
63	Swiss National Bank	29,000	0.19%	$2.3M	-200 (-0.7%)
64	CITIGROUP INC	28,615	0.19%	$2.3M	+7,875 (+38.0%)
65	ALPS ADVISORS INC	28,577	0.19%	$2.3M	+366 (+1.3%)
66	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	28,039	0.18%	$2.2M	+6,496 (+30.2%)
67	BNP PARIBAS FINANCIAL MARKETS	27,747	0.18%	$2.2M	+201 (+0.7%)
68	Conestoga Capital Advisors, LLC	27,607	0.18%	$2.2M	+3,940 (+16.6%)
69	TUDOR INVESTMENT CORP ET AL	25,425	0.17%	$2.0M	-85,467 (-77.1%)
70	Legato Capital Management LLC	25,233	0.17%	$2.0M	-5,954 (-19.1%)
71	HRT FINANCIAL LP	24,595	0.16%	$1.9M	-53,469 (-68.5%)
72	WHITTIER TRUST CO	23,657	0.16%	$1.9M	—
73	Invesco Ltd.	22,720	0.15%	$1.8M	+2,047 (+9.9%)
74	STOREBRAND ASSET MANAGEMENT AS	22,668	0.15%	$1.8M	+1,610 (+7.6%)
75	Balyasny Asset Management L.P.	22,534	0.15%	$1.8M	NEW
76	De Lisle Partners LLP	21,000	0.14%	$1.7M	—
77	LOS ANGELES CAPITAL MANAGEMENT LLC	20,711	0.14%	$1.6M	+15,338 (+285.5%)
78	Man Group plc	20,469	0.13%	$1.6M	-33,364 (-62.0%)
79	LPL Financial LLC	19,929	0.13%	$1.6M	-3,835 (-16.1%)
80	SUSQUEHANNA INTERNATIONAL GROUP, LLP	19,300	0.13%	$1.5M	+8,027 (+71.2%)
81	RHUMBLINE ADVISERS	18,882	0.12%	$1.5M	+1,370 (+7.8%)
82	BARCLAYS PLC	18,513	0.12%	$1.5M	-20,772 (-52.9%)
83	NATIXIS ADVISORS, LLC	16,652	0.11%	$1.3M	NEW
84	Polymer Capital Management (US) LLC	16,574	0.11%	$1.3M	NEW
85	JONES FINANCIAL COMPANIES LLLP	16,526	0.11%	$1.3M	+10,909 (+194.2%)
86	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	16,512	0.11%	$1.3M	-1,496 (-8.3%)
87	Longaeva Partners L.P.	16,307	0.11%	$1.3M	NEW
88	Y-Intercept (Hong Kong) Ltd	15,964	0.10%	$1.3M	-1,226 (-7.1%)
89	SEI INVESTMENTS CO	15,325	0.10%	$1.2M	-13,971 (-47.7%)
90	Cetera Investment Advisers	15,319	0.10%	$1.2M	-3,738 (-19.6%)
91	WULFF, HANSEN & CO.	15,302	0.10%	$1.2M	-87 (-0.6%)
92	PRICE T ROWE ASSOCIATES INC /MD/	14,835	0.10%	$1.2M	+1,992 (+15.5%)
93	Sanctuary Advisors, LLC	14,730	0.10%	$1.2M	+2,250 (+18.0%)
94	Legal & General Group Plc	14,001	0.09%	$1.1M	+161 (+1.2%)
95	STATE OF WISCONSIN INVESTMENT BOARD	13,277	0.09%	$1.1M	+1,311 (+11.0%)
96	HSBC HOLDINGS PLC	13,173	0.09%	$1.0M	+208 (+1.6%)
97	ACADIAN ASSET MANAGEMENT LLC	12,909	0.08%	$1.0M	-98,012 (-88.4%)
98	WEDBUSH SECURITIES INC	12,362	0.08%	$978K	+6,297 (+103.8%)
99	VICTORY CAPITAL MANAGEMENT INC	12,270	0.08%	$971K	-27,060 (-68.8%)
100	OSAIC HOLDINGS, INC.	11,732	0.08%	$928K	-11,561 (-49.6%)
101	Walleye Capital LLC	11,410	0.07%	$903K	NEW
102	J. Derek Lewis & Associates Inc.	10,487	0.07%	$830K	—
103	VIRGINIA RETIREMENT SYSTEMS ET Al	10,250	0.07%	$811K	+7,000 (+215.4%)
104	VANGUARD ASSET MANAGEMENT, Ltd	10,064	0.07%	$796K	—
105	NAVELLIER & ASSOCIATES INC	9,919	0.07%	$785K	-4,381 (-30.6%)
106	DARK FOREST CAPITAL MANAGEMENT LP	9,825	0.06%	$777K	-6,136 (-38.4%)
107	MERCER GLOBAL ADVISORS INC /ADV	9,547	0.06%	$755K	+472 (+5.2%)
108	TWINBEECH CAPITAL LP	9,100	0.06%	$720K	+5,114 (+128.3%)
109	MetLife Investment Management, LLC	8,908	0.06%	$705K	+1,215 (+15.8%)
110	Inspire Investing, LLC	8,794	0.06%	$696K	+2,011 (+29.6%)
111	FRANKLIN RESOURCES INC	8,644	0.06%	$684K	+264 (+3.2%)
112	Virtu Financial LLC	8,576	0.06%	$678K	NEW
113	Truvestments Capital LLC	8,112	0.05%	$642K	+734 (+9.9%)
114	SG Americas Securities, LLC	8,092	0.05%	$640K	NEW
115	Vanguard Global Advisers, LLC	8,091	0.05%	$640K	-393 (-4.6%)
116	Concurrent Investment Advisors, LLC	7,905	0.05%	$625K	+625 (+8.6%)
117	Pure Financial Advisors, LLC	7,860	0.05%	$622K	NEW
118	Tidal Investments LLC	7,776	0.05%	$615K	NEW
119	DIVERSIFIED TRUST CO	7,518	0.05%	$595K	+2,866 (+61.6%)
120	ELEVATION POINT WEALTH PARTNERS, LLC	6,948	0.05%	$550K	-12 (-0.2%)
121	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	6,723	0.04%	$532K	+115 (+1.7%)
122	AdvisorShares Investments LLC	6,623	0.04%	$524K	+2,890 (+77.4%)
123	VOYA INVESTMENT MANAGEMENT LLC	6,621	0.04%	$524K	+2,265 (+52.0%)
124	Quantinno Capital Management LP	6,604	0.04%	$522K	+293 (+4.6%)
125	Falcon Wealth Planning	6,580	0.04%	$520K	NEW
126	Vident Advisory, LLC	6,390	0.04%	$505K	+2,831 (+79.5%)
127	MANUFACTURERS LIFE INSURANCE COMPANY, THE	6,299	0.04%	$498K	-78 (-1.2%)
128	Arista Wealth Management, LLC	6,214	0.04%	$492K	-5,903 (-48.7%)
129	Jupiter Topco LLC	5,961	0.04%	$471K	NEW
130	Kings Path Partners LLC	5,910	0.04%	$467K	+3,050 (+106.6%)
131	GSA CAPITAL PARTNERS LLP	5,838	0.04%	$462K	-3,671 (-38.6%)
132	Private Advisor Group, LLC	5,740	0.04%	$454K	+496 (+9.5%)
133	Cornerstone Investment Partners, LLC	5,718	0.04%	$452K	-274 (-4.6%)
134	NEW YORK STATE COMMON RETIREMENT FUND	5,704	0.04%	$451K	+1,300 (+29.5%)
135	State of Alaska, Department of Revenue	5,703	0.04%	$450K	—
136	STIFEL FINANCIAL CORP	5,540	0.04%	$438K	-1,750 (-24.0%)
137	TRUIST FINANCIAL CORP	5,321	0.03%	$517K	+1,596 (+42.8%)
138	XTX Topco Ltd	5,073	0.03%	$401K	-6,315 (-55.5%)
139	MILLENNIUM MANAGEMENT LLC	4,936	0.03%	$390K	-11,847 (-70.6%)
140	AVIVA PLC	4,887	0.03%	$387K	NEW
141	GK Wealth Management LLC	4,842	0.03%	$383K	NEW
142	WealthTrust Axiom LLC	4,695	0.03%	$371K	—
143	Police & Firemen's Retirement System of New Jersey	4,425	0.03%	$350K	+555 (+14.3%)
144	Kassira Wealth Management LLC	4,422	0.03%	$350K	+38 (+0.9%)
145	IMC-Chicago, LLC	4,351	0.03%	$344K	-4,506 (-50.9%)
146	Collaborative Fund Advisors, LLC	4,343	0.03%	$344K	NEW
147	TEACHER RETIREMENT SYSTEM OF TEXAS	4,303	0.03%	$340K	-6,084 (-58.6%)
148	Creative Planning	4,256	0.03%	$337K	-73 (-1.7%)
149	INTECH INVESTMENT MANAGEMENT LLC	4,230	0.03%	$335K	-89 (-2.1%)
150	MARSHALL WACE, LLP	4,215	0.03%	$333K	-22,734 (-84.4%)
151	Mariner, LLC	4,154	0.03%	$329K	-613 (-12.9%)
152	ARIZONA STATE RETIREMENT SYSTEM	3,981	0.03%	$315K	-70 (-1.7%)
153	VERUS CAPITAL PARTNERS, LLC	3,975	0.03%	$314K	NEW
154	Concentric Capital Strategies, LP	3,884	0.03%	$307K	NEW
155	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	3,838	0.03%	$304K	NEW
156	Independent Advisor Alliance	3,809	0.03%	$301K	-955 (-20.0%)
157	Vanguard Investments Australia, Ltd.	3,710	0.02%	$293K	—
158	Amundi	3,603	0.02%	$285K	-758 (-17.4%)
159	PDT Partners, LLC	3,549	0.02%	$281K	—
160	KESTRA PRIVATE WEALTH SERVICES, LLC	3,487	0.02%	$276K	-9,970 (-74.1%)
161	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	3,485	0.02%	$276K	—
162	ARGENT CAPITAL MANAGEMENT LLC	3,412	0.02%	$270K	-2,424 (-41.5%)
163	Integrated Quantitative Investments LLC	3,412	0.02%	$270K	-8,526 (-71.4%)
164	Belpointe Asset Management LLC	3,394	0.02%	$268K	-4,418 (-56.6%)
165	KLP KAPITALFORVALTNING AS	3,300	0.02%	$261K	—
166	Brevan Howard Capital Management LP	3,266	0.02%	$258K	-3,142 (-49.0%)
167	Campbell & CO Investment Adviser LLC	3,242	0.02%	$256K	NEW
168	FIFTH THIRD BANCORP	3,229	0.02%	$255K	+529 (+19.6%)
169	PRINCIPAL SECURITIES, INC.	3,179	0.02%	$251K	+512 (+19.2%)
170	Wedbush Fund Advisers, LLC	2,921	0.02%	$231K	NEW
171	SEB Asset Management AB	2,902	0.02%	$230K	NEW
172	BLAIR WILLIAM & CO/IL	2,883	0.02%	$228K	-1,667 (-36.6%)
173	STRS OHIO	2,800	0.02%	$221K	-6,200 (-68.9%)
174	WIMMER ASSOCIATES 1, LLC	2,800	0.02%	$221K	—
175	TWO SIGMA SECURITIES, LLC	2,751	0.02%	$218K	NEW
176	Zurcher Kantonalbank (Zurich Cantonalbank)	2,749	0.02%	$217K	-1,503 (-35.3%)
177	Lighthouse Investment Partners, LLC	2,710	0.02%	$214K	NEW
178	Stratos Wealth Partners, LTD.	2,698	0.02%	$213K	-15,271 (-85.0%)
179	Revisor Wealth Management LLC	2,548	0.02%	$202K	-918 (-26.5%)
180	Avanza Fonder AB	2,456	0.02%	$194K	+1,894 (+337.0%)
181	Kemnay Advisory Services Inc.	1,890	0.01%	$149K	NEW
182	Mitsubishi UFJ Trust & Banking Corp	1,540	0.01%	$122K	NEW
183	Rockefeller Capital Management L.P.	1,474	0.01%	$117K	+466 (+46.2%)
184	Pinnacle Wealth Planning Services, Inc.	1,384	0.01%	$109K	—
185	Ameritas Investment Partners, Inc.	1,331	0.01%	$105K	+170 (+14.6%)
186	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	1,263	0.01%	$100K	—
187	CANADA LIFE ASSURANCE Co	1,245	0.01%	$98K	—
188	Transamerica Financial Advisors, LLC	1,233	0.01%	$98K	+322 (+35.3%)
189	Arax Advisory Partners	1,161	0.01%	$92K	+1,119 (+2664.3%)
190	FMR LLC	1,143	0.01%	$90K	+85 (+8.0%)
191	Tower Research Capital LLC (TRC)	944	0.01%	$75K	-195 (-17.1%)
192	Vestcor Inc	921	0.01%	$73K	—
193	ROYAL BANK OF CANADA	868	0.01%	$68K	-1,715 (-66.4%)
194	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	865	0.01%	$68K	+102 (+13.4%)
195	Steward Partners Investment Advisory, LLC	819	0.01%	$65K	NEW
196	State of Wyoming	790	0.01%	$62K	+70 (+9.7%)
197	Farther Finance Advisors, LLC	688	0.00%	$54K	+38 (+5.8%)
198	KBC Group NV	667	0.00%	$53K	—
199	NewEdge Advisors, LLC	500	0.00%	$40K	-910 (-64.5%)
200	NISA INVESTMENT ADVISORS, LLC	499	0.00%	$39K	-50 (-9.1%)
201	Signature Equity Partners, LLC	477	0.00%	$38K	+32 (+7.2%)
202	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	324	0.00%	$26K	-10 (-3.0%)
203	Versant Capital Management, Inc	249	0.00%	$20K	+72 (+40.7%)
204	EverSource Wealth Advisors, LLC	241	0.00%	$19K	+36 (+17.6%)
205	GROUP ONE TRADING LLC	225	0.00%	$18K	NEW
206	Ares Financial Consulting, LLC	200	0.00%	$16K	—
207	MCF Advisors LLC	173	0.00%	$14K	NEW
208	Nykredit A/S	167	0.00%	$13K	NEW
209	Covestor Ltd	142	0.00%	$11K	+4 (+2.9%)
210	Larson Financial Group LLC	138	0.00%	$11K	+88 (+176.0%)
211	Allworth Financial LP	129	0.00%	$10K	+79 (+158.0%)
212	Triumph Capital Management	125	0.00%	$10K	-114 (-47.7%)
213	SBI Securities Co., Ltd.	124	0.00%	$10K	-151 (-54.9%)
214	Sterling Capital Management LLC	122	0.00%	$10K	-88 (-41.9%)
215	GAMMA Investing LLC	117	0.00%	$9K	-47 (-28.7%)
216	Parkside Financial Bank & Trust	103	0.00%	$8K	+88 (+586.7%)
217	Founders Capital Management	100	0.00%	$8K	—
218	Essential Partners LLC	82	0.00%	$6K	-103 (-55.7%)
219	Accent Capital Management, LLC	76	0.00%	$6K	—
220	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	66	0.00%	$5K	-30 (-31.3%)
221	Farmers & Merchants Trust Co of Chambersburg PA	65	0.00%	$5K	—
222	PNC Financial Services Group, Inc.	61	0.00%	$5K	+59 (+2950.0%)
223	GHP Investment Advisors, Inc.	60	0.00%	$5K	NEW
224	Cypress Capital Management LLC (WY)	50	0.00%	$4K	—
225	Quarry LP	39	0.00%	$3K	+1 (+2.6%)
226	IFP Advisors, Inc	39	0.00%	$3K	—
227	Colonial Trust Co / SC	39	0.00%	$3K	+5 (+14.7%)
228	ROTHSCHILD INVESTMENT LLC	28	0.00%	$2K	+13 (+86.7%)
229	Parallel Advisors, LLC	24	0.00%	$2K	+1 (+4.3%)
230	Global Retirement Partners, LLC	21	0.00%	$2K	NEW
231	Fortitude Family Office, LLC	18	0.00%	$1K	NEW
232	Cullen/Frost Bankers, Inc.	16	0.00%	$1K	—
233	US BANCORP \DE\	12	0.00%	$949	NEW
234	TD Waterhouse Canada Inc.	11	0.00%	$858	—
235	TD PRIVATE CLIENT WEALTH LLC	7	0.00%	$554	—
236	True Wealth Design, LLC	7	0.00%	$554	—
237	SJS Investment Consulting Inc.	7	0.00%	$555	+1 (+16.7%)
238	Leonteq Securities AG	4	0.00%	$316	-378 (-99.0%)
239	NATIONAL BANK OF CANADA /FI/	4	0.00%	$316	NEW
240	HARBOUR INVESTMENTS, INC.	3	0.00%	$247	NEW
241	Clearstead Advisors, LLC	3	0.00%	$239	+2 (+200.0%)
242	North Star Investment Management Corp.	2	0.00%	$158	—
243	Keating Financial Advisory Services, Inc.	2	0.00%	$158	NEW
244	Ameritas Advisory Services, LLC	2	0.00%	$158	NEW
245	Hughes Financial Services, LLC	1	0.00%	$79	NEW
246	MassMutual Private Wealth & Trust, FSB	0	0.00%	$0	NEW

Exited since 2026-03-31 (53 filers; largest 25 shown)

Driehaus Capital Management LLC	−219,904
ALGERT GLOBAL LLC	−147,587
Valiant Capital Management, L.P.	−143,331
Trexquant Investment LP	−70,172
ExodusPoint Capital Management, LP	−54,670
CITADEL ADVISORS LLC	−31,579
G2 Investment Partners Management LLC	−31,000
Connor, Clark & Lunn Investment Management Ltd.	−29,205
Squarepoint Ops LLC	−24,938
Gotham Asset Management, LLC	−22,684
LMG Wealth Partners, LLC	−22,376
CAPITAL FUND MANAGEMENT S.A.	−14,356
FEDERATED HERMES, INC.	−12,746
Mitsubishi UFJ Asset Management Co., Ltd.	−12,713
Engineers Gate Manager LP	−10,934
RENAISSANCE TECHNOLOGIES LLC	−10,900
STONERIDGE INVESTMENT PARTNERS LLC	−9,799
Annex Advisory Services, LLC	−9,134
Ausbil Investment Management Ltd	−8,943
Inspire Advisors, LLC	−7,694
THOROUGHBRED FINANCIAL SERVICES, LLC	−6,636
FOX RUN MANAGEMENT, L.L.C.	−6,341
Swiss Life Asset Management Ltd	−6,099
JANUS HENDERSON GROUP PLC	−5,961
Gladstone Institutional Advisory LLC	−5,603

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
BlackRock, Inc.	SCHEDULE 13G/A	2026-07-30	2026-06-30	1,209,993	8%
Divisadero Street Capital, LLC	SCHEDULE 13G	2026-05-19	2026-05-12	1,339,364	8.9%
Divisadero Street Capital Management, LP	SCHEDULE 13G	2026-05-19	2026-05-12	1,339,364	8.9%
Divisadero Street Partners GP, LLC	SCHEDULE 13G	2026-05-19	2026-05-12	1,085,711	7.2%
Divisadero Street Partners, L.P.	SCHEDULE 13G	2026-05-19	2026-05-12	1,085,711	7.2%
William Zolezzi	SCHEDULE 13G	2026-05-19	2026-05-12	1,339,364	8.9%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
AMUNDI	SCHEDULE 13G/A	2025-01-08	2024-12-31	0	0%
AMUNDI ASSET MANAGEMENT	SCHEDULE 13G/A	2025-01-08	2024-12-31	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.