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.

Live Oak Bancshares, Inc.

CIK 0001462120LOBLOB-PA· quarter ending 2026-06-30

Shares outstanding

46,283,620

as of 2026-08-03 · 10-Q cover page, filed 2026-08-04

Held by 13F filers

32,843,357

71.0% of shares outstanding

Holders

239

+11 vs 2026-03-31 · 34 new, 23 exited

Value

$1.3B

shares +0.6% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-04, as of 2026-08-03)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	LOB · NYSE	46,283,620	32,843,357	71.0%	239	53803X105

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
	53803X105	COM	239	32,843,357	46,283,620	71.0%	$1.3B	2 call / 0 put	13DG	holders →
	53803X402	PFDnot common	1	$12K principal	—	—	$297K	—	NPORT	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 (239 of 239 · 53803X105)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	T. Rowe Price Investment Management, Inc.	6,471,452	13.98%	$264.3M	-18,649 (-0.3%)
2	BlackRock, Inc.	3,515,856	7.60%	$143.6M	+82,957 (+2.4%)
3	VANGUARD CAPITAL MANAGEMENT LLC	1,654,730	3.58%	$67.6M	+121,959 (+8.0%)
4	DIMENSIONAL FUND ADVISORS LP	1,615,529	3.49%	$66.0M	+22,344 (+1.4%)
5	STATE STREET CORP	1,367,619	2.95%	$55.9M	-69,696 (-4.8%)
6	BARROW HANLEY MEWHINNEY & STRAUSS LLC	1,360,091	2.94%	$55.5M	-261,812 (-16.1%)
7	GILDER GAGNON HOWE & CO LLC	1,123,910	2.43%	$45.9M	-69,204 (-5.8%)
8	VANGUARD PORTFOLIO MANAGEMENT LLC	996,870	2.15%	$40.7M	+88,724 (+9.8%)
9	SOUTHERNSUN ASSET MANAGEMENT, LLC	934,751	2.02%	$38.2M	-98,788 (-9.6%)
10	GEODE CAPITAL MANAGEMENT, LLC	912,543	1.97%	$37.3M	+58,585 (+6.9%)
11	LOOMIS SAYLES & CO L P	671,994	1.45%	$27.4M	-56,135 (-7.7%)
12	AMERICAN CENTURY COMPANIES INC	667,556	1.44%	$27.3M	+485,769 (+267.2%)
13	ROYCE & ASSOCIATES LP	646,091	1.40%	$26.4M	+72,241 (+12.6%)
14	ALGERT GLOBAL LLC	586,166	1.27%	$23.9M	+223,487 (+61.6%)
15	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	569,233	1.23%	$23.2M	-153,664 (-21.3%)
16	FULLER & THALER ASSET MANAGEMENT, INC.	554,642	1.20%	$22.7M	+239,814 (+76.2%)
17	TWO SIGMA INVESTMENTS, LP	420,262	0.91%	$17.2M	-13,906 (-3.2%)
18	NORTHERN TRUST CORP	320,783	0.69%	$13.1M	-3,604 (-1.1%)
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	299,270	0.65%	$12.2M	+8,636 (+3.0%)
20	RAYMOND JAMES FINANCIAL INC	287,390	0.62%	$11.7M	+24,602 (+9.4%)
21	MANUFACTURERS LIFE INSURANCE COMPANY, THE	283,133	0.61%	$11.6M	-2,000 (-0.7%)
22	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	270,239	0.58%	$11.0M	+20,520 (+8.2%)
23	VANGUARD FIDUCIARY TRUST CO	249,249	0.54%	$10.2M	+15,081 (+6.4%)
24	ENVESTNET ASSET MANAGEMENT INC	237,127	0.51%	$9.7M	-2,197 (-0.9%)
25	BANK OF AMERICA CORP /DE/	230,020	0.50%	$9.4M	+55,407 (+31.7%)
26	WHITTIER TRUST CO	224,384	0.48%	$9.4M	-1,571 (-0.7%)
27	D. E. Shaw & Co., Inc.	217,937	0.47%	$8.9M	-45,066 (-17.1%)
28	GOLDMAN SACHS GROUP INC	203,445	0.44%	$8.3M	-115,555 (-36.2%)
29	MORGAN STANLEY	188,571	0.41%	$7.7M	-33,154 (-15.0%)
30	Diamond Hill Capital Management, LLC (Investment Advisor)	179,294	0.39%	$7.3M	+9,714 (+5.7%)
31	Trust Co of the South	167,500	0.36%	$6.8M	—
32	UBS Group AG	161,904	0.35%	$6.6M	+19,079 (+13.4%)
33	BRIDGEWAY CAPITAL MANAGEMENT, LLC	154,378	0.33%	$6.3M	—
34	RICE HALL JAMES & ASSOCIATES, LLC	140,163	0.30%	$5.7M	-5,394 (-3.7%)
35	AQR CAPITAL MANAGEMENT LLC	138,955	0.30%	$5.7M	+38,340 (+38.1%)
36	STATE OF WISCONSIN INVESTMENT BOARD	138,919	0.30%	$5.7M	-13,033 (-8.6%)
37	Russell Investments Group, Ltd.	137,581	0.30%	$5.6M	+37,008 (+36.8%)
38	Trexquant Investment LP	127,605	0.28%	$5.2M	+60,432 (+90.0%)
39	Apollon Wealth Management, LLC	117,466	0.25%	$4.8M	NEW
40	WHITTIER TRUST CO OF NEVADA INC	117,000	0.25%	$4.8M	-136 (-0.1%)
41	Bank of New York Mellon Corp	110,334	0.24%	$4.5M	+10,055 (+10.0%)
42	CITADEL ADVISORS LLC	100,071	0.22%	$4.1M	+4,211 (+4.4%)
43	E. Ohman J:or Asset Management AB	98,745	0.21%	$4.0M	—
44	WELLS FARGO & COMPANY/MN	95,789	0.21%	$3.9M	+4,876 (+5.4%)
45	DEUTSCHE BANK AG\	95,469	0.21%	$3.9M	+6,185 (+6.9%)
46	Lighthouse Investment Partners, LLC	89,556	0.19%	$3.7M	+40,720 (+83.4%)
47	Empowered Funds, LLC	89,193	0.19%	$3.6M	+5 (+0.0%)
48	FMR LLC	85,379	0.18%	$3.5M	+55,650 (+187.2%)
49	AMERIPRISE FINANCIAL INC	85,275	0.18%	$3.5M	-29,539 (-25.7%)
50	CAPTRUST FINANCIAL ADVISORS	84,408	0.18%	$3.4M	-1,327 (-1.5%)
51	ROYAL BANK OF CANADA	81,054	0.18%	$3.3M	+5,929 (+7.9%)
52	Nuveen, LLC	78,008	0.17%	$3.2M	+4,431 (+6.0%)
53	TD Asset Management Inc	73,366	0.16%	$3.0M	—
54	Man Group plc	71,864	0.16%	$2.9M	NEW
55	Swiss National Bank	71,800	0.16%	$2.9M	-400 (-0.6%)
56	Qube Research & Technologies Ltd	66,187	0.14%	$2.7M	NEW
57	DARK FOREST CAPITAL MANAGEMENT LP	65,920	0.14%	$2.7M	+15,281 (+30.2%)
58	Riggs Asset Managment Co. Inc.	65,180	0.14%	$2.7M	-6,614 (-9.2%)
59	Bragg Financial Advisors, Inc	59,402	0.13%	$2.4M	—
60	CHATHAM CAPITAL GROUP, INC.	58,903	0.13%	$2.4M	+6,353 (+12.1%)
61	Invesco Ltd.	58,742	0.13%	$2.4M	-6,539 (-10.0%)
62	JACOBS LEVY EQUITY MANAGEMENT, INC	56,079	0.12%	$2.3M	-76,739 (-57.8%)
63	WCM INVESTMENT MANAGEMENT, LLC	55,369	0.12%	$2.3M	-98,165 (-63.9%)
64	FIRST TRUST ADVISORS LP	54,424	0.12%	$2.2M	+13,449 (+32.8%)
65	CenterBook Partners LP	53,530	0.12%	$2.2M	-77,999 (-59.3%)
66	VOLORIDGE INVESTMENT MANAGEMENT, LLC	53,182	0.11%	$2.2M	-56,451 (-51.5%)
67	Motley Fool Asset Management LLC	50,541	0.11%	$2.1M	-5,355 (-9.6%)
68	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	50,531	0.11%	$2.1M	-644 (-1.3%)
69	RHUMBLINE ADVISERS	49,849	0.11%	$2.0M	+2,543 (+5.4%)
70	FEDERATED HERMES, INC.	49,141	0.11%	$2.0M	+9,626 (+24.4%)
71	OPPENHEIMER ASSET MANAGEMENT INC.	49,094	0.11%	$2.0M	+628 (+1.3%)
72	ALLIANCEBERNSTEIN L.P.	46,590	0.10%	$1.5M	+9,220 (+24.7%)
73	CITIGROUP INC	46,392	0.10%	$1.9M	+669 (+1.5%)
74	SG Americas Securities, LLC	45,618	0.10%	$1.9M	+8,051 (+21.4%)
75	Quantinno Capital Management LP	44,880	0.10%	$1.8M	+15,189 (+51.2%)
76	MARSHALL WACE, LLP	44,516	0.10%	$1.8M	NEW
77	VICTORY CAPITAL MANAGEMENT INC	43,665	0.09%	$1.8M	+77 (+0.2%)
78	HRT FINANCIAL LP	42,533	0.09%	$1.7M	+16,090 (+60.8%)
79	JPMORGAN CHASE & CO	41,844	0.09%	$1.8M	-64,780 (-60.8%)
80	PRICE T ROWE ASSOCIATES INC /MD/	41,528	0.09%	$1.7M	+8,403 (+25.4%)
81	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	40,858	0.09%	$1.7M	+7,897 (+24.0%)
82	Walleye Capital LLC	39,973	0.09%	$1.6M	NEW
83	BNP PARIBAS FINANCIAL MARKETS	39,622	0.09%	$1.6M	+16,229 (+69.4%)
84	MML INVESTORS SERVICES, LLC	39,371	0.09%	$1.6M	+10,845 (+38.0%)
85	Point72 Asset Management, L.P.	38,616	0.08%	$1.6M	NEW
86	STIFEL FINANCIAL CORP	36,958	0.08%	$1.5M	+3,103 (+9.2%)
87	Legal & General Group Plc	36,337	0.08%	$1.5M	+8,200 (+29.1%)
88	Creative Planning	36,324	0.08%	$1.5M	+2,286 (+6.7%)
89	Sovran Advisors, LLC	34,362	0.07%	$1.5M	+1,820 (+5.6%)
90	Homestead Advisers Corp	34,100	0.07%	$1.4M	—
91	SALEM INVESTMENT COUNSELORS INC	31,910	0.07%	$1.3M	-6,295 (-16.5%)
92	PDT Partners, LLC	31,021	0.07%	$1.3M	-8,700 (-21.9%)
93	SEI INVESTMENTS CO	30,657	0.07%	$1.3M	-10,467 (-25.5%)
94	LPL Financial LLC	29,965	0.06%	$1.2M	-675 (-2.2%)
95	OSAIC HOLDINGS, INC.	29,606	0.06%	$1.2M	+327 (+1.1%)
96	VANGUARD ASSET MANAGEMENT, Ltd	29,394	0.06%	$1.2M	—
97	TRUIST FINANCIAL CORP	29,271	0.06%	$1.2M	+6,002 (+25.8%)
98	GSA CAPITAL PARTNERS LLP	28,680	0.06%	$1.2M	-12,374 (-30.1%)
99	Balyasny Asset Management L.P.	27,935	0.06%	$1.1M	+9,406 (+50.8%)
100	PINNACLE ASSOCIATES LTD	27,486	0.06%	$1.1M	+783 (+2.9%)
101	XTX Topco Ltd	26,795	0.06%	$1.1M	-43,134 (-61.7%)
102	Graham Capital Management, L.P.	25,598	0.06%	$1.0M	+253 (+1.0%)
103	LEVEL FOUR ADVISORY SERVICES, LLC	24,995	0.05%	$1.0M	-231 (-0.9%)
104	BLAIR WILLIAM & CO/IL	24,576	0.05%	$1.0M	+53 (+0.2%)
105	MILLENNIUM MANAGEMENT LLC	22,911	0.05%	$936K	-112,679 (-83.1%)
106	Squarepoint Ops LLC	22,685	0.05%	$926K	-12,106 (-34.8%)
107	SUSQUEHANNA INTERNATIONAL GROUP, LLP	22,078	0.05%	$902K	-39,448 (-64.1%)
108	MetLife Investment Management, LLC	21,280	0.05%	$869K	+2,048 (+10.6%)
109	one8zero8, LLC	20,985	0.05%	$857K	—
110	BARCLAYS PLC	20,979	0.05%	$857K	-5,894 (-21.9%)
111	Rafferty Asset Management, LLC	20,048	0.04%	$819K	-20,914 (-51.1%)
112	LANARK FINANCIAL, INC.	19,145	0.04%	$782K	+322 (+1.7%)
113	BENJAMIN EDWARDS INC	16,857	0.04%	$688K	+499 (+3.1%)
114	Mariner, LLC	16,811	0.04%	$687K	-881 (-5.0%)
115	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	16,808	0.04%	$686K	+207 (+1.2%)
116	Inspire Investing, LLC	16,561	0.04%	$676K	+1,129 (+7.3%)
117	Cetera Investment Advisers	16,278	0.04%	$665K	-609 (-3.6%)
118	FRANKLIN RESOURCES INC	15,990	0.03%	$653K	-2,120 (-11.7%)
119	Engineers Gate Manager LP	15,215	0.03%	$621K	+3,180 (+26.4%)
120	PARSONS CAPITAL MANAGEMENT INC/RI	14,550	0.03%	$594K	—
121	Aviance Capital Partners, LLC	14,510	0.03%	$593K	+17 (+0.1%)
122	Jupiter Topco LLC	14,061	0.03%	$574K	NEW
123	Vanguard Global Advisers, LLC	14,052	0.03%	$574K	-34 (-0.2%)
124	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	13,557	0.03%	$565K	+1,037 (+8.3%)
125	IEQ CAPITAL, LLC	13,393	0.03%	$547K	+3,589 (+36.6%)
126	Simplicity Wealth,LLC	13,286	0.03%	$543K	+4,422 (+49.9%)
127	Callan Family Office, LLC	13,080	0.03%	$534K	NEW
128	Central Pacific Bank - Trust Division	13,028	0.03%	$532K	—
129	NISA INVESTMENT ADVISORS, LLC	12,876	0.03%	$526K	—
130	Aquatic Capital Management LLC	12,584	0.03%	$514K	+12,052 (+2265.4%)
131	NEW YORK STATE COMMON RETIREMENT FUND	12,184	0.03%	$498K	—
132	PARK AVENUE SECURITIES LLC	12,127	0.03%	$495K	+27 (+0.2%)
133	Police & Firemen's Retirement System of New Jersey	10,875	0.02%	$444K	+1,112 (+11.4%)
134	Sanctuary Advisors, LLC	10,751	0.02%	$439K	+23 (+0.2%)
135	MIRABELLA FINANCIAL SERVICES LLP	10,678	0.02%	$436K	NEW
136	HOWE & RUSLING INC	10,541	0.02%	$430K	—
137	Vanguard Investments Australia, Ltd.	10,260	0.02%	$419K	—
138	Zurcher Kantonalbank (Zurich Cantonalbank)	9,899	0.02%	$404K	—
139	ARIZONA STATE RETIREMENT SYSTEM	9,888	0.02%	$404K	-150 (-1.5%)
140	Aigen Investment Management, LP	9,668	0.02%	$395K	NEW
141	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	9,604	0.02%	$392K	—
142	MERCER GLOBAL ADVISORS INC /ADV	9,557	0.02%	$390K	+1,811 (+23.4%)
143	Advisors Capital Management, LLC	9,250	0.02%	$378K	—
144	Vident Advisory, LLC	9,156	0.02%	$374K	+931 (+11.3%)
145	Smith Salley Wealth Management	8,954	0.02%	$366K	—
146	Ballentine Partners, LLC	8,568	0.02%	$350K	—
147	PERSONAL CFO SOLUTIONS, LLC	8,368	0.02%	$342K	-238 (-2.8%)
148	KLP KAPITALFORVALTNING AS	8,200	0.02%	$335K	—
149	STOCK YARDS BANK & TRUST CO	8,200	0.02%	$335K	—
150	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	8,130	0.02%	$332K	-66 (-0.8%)
151	QUADRANT CAPITAL GROUP LLC	7,973	0.02%	$326K	—
152	COMMONWEALTH EQUITY SERVICES, LLC	7,941	0.02%	$324K	NEW
153	HSBC HOLDINGS PLC	7,941	0.02%	$326K	NEW
154	State of Alaska, Department of Revenue	7,786	0.02%	$317K	—
155	INTECH INVESTMENT MANAGEMENT LLC	7,786	0.02%	$318K	-636 (-7.6%)
156	VOYA INVESTMENT MANAGEMENT LLC	7,345	0.02%	$300K	+925 (+14.4%)
157	EVERGREEN CAPITAL MANAGEMENT LLC	7,301	0.02%	$298K	NEW
158	Advisory Services Network, LLC	7,177	0.02%	$293K	-52 (-0.7%)
159	Blue Trust, Inc.	6,908	0.01%	$282K	+4,786 (+225.5%)
160	Quantbot Technologies LP	6,519	0.01%	$266K	-13,968 (-68.2%)
161	Allegiance Financial Group Advisory Services LLC	6,307	0.01%	$258K	NEW
162	PRUDENTIAL FINANCIAL INC	6,135	0.01%	$251K	NEW
163	Cerity Partners LLC	5,928	0.01%	$242K	NEW
164	Pinnacle Financial Partners, Inc.	5,500	0.01%	$225K	NEW
165	Tannin Capital LLC	5,388	0.01%	$220K	NEW
166	PRINCIPAL SECURITIES, INC.	5,280	0.01%	$216K	NEW
167	Abel Hall, LLC	5,263	0.01%	$215K	NEW
168	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	5,214	0.01%	$213K	—
169	Atria Investments, Inc	5,150	0.01%	$210K	NEW
170	Pictet Asset Management Holding SA	5,020	0.01%	$205K	NEW
171	Pinnacle Wealth Management Advisory Group, LLC	4,983	0.01%	$204K	-2,742 (-35.5%)
172	CANADA LIFE ASSURANCE Co	4,848	0.01%	$197K	—
173	Hamilton Capital Partners Inc.	4,251	0.01%	$174K	-2,036 (-32.4%)
174	Ameritas Investment Partners, Inc.	3,313	0.01%	$135K	+358 (+12.1%)
175	CENTAURUS FINANCIAL, INC.	3,135	0.01%	$128K	-200 (-6.0%)
176	Concord Wealth Partners	2,850	0.01%	$116K	NEW
177	Quantum Portfolio Management LLC	2,304	0.00%	$94K	NEW
178	JONES FINANCIAL COMPANIES LLLP	2,206	0.00%	$91K	+83 (+3.9%)
179	Tower Research Capital LLC (TRC)	1,794	0.00%	$73K	-2,855 (-61.4%)
180	Larson Financial Group LLC	1,479	0.00%	$60K	+72 (+5.1%)
181	Arax Advisory Partners	1,402	0.00%	$57K	+1,232 (+724.7%)
182	Rockefeller Capital Management L.P.	1,352	0.00%	$55K	-565 (-29.5%)
183	Versant Capital Management, Inc	1,046	0.00%	$43K	—
184	Global Retirement Partners, LLC	889	0.00%	$36K	NEW
185	GAMMA Investing LLC	709	0.00%	$29K	+2 (+0.3%)
186	US BANCORP \DE\	642	0.00%	$26K	-36 (-5.3%)
187	FIFTH THIRD BANCORP	583	0.00%	$24K	+55 (+10.4%)
188	Nykredit A/S	529	0.00%	$22K	NEW
189	Allworth Financial LP	528	0.00%	$22K	+221 (+72.0%)
190	Center for Financial Planning, Inc.	500	0.00%	$20K	—
191	BARTLETT & CO. WEALTH MANAGEMENT LLC	500	0.00%	$20K	—
192	Sterling Capital Management LLC	437	0.00%	$18K	-330 (-43.0%)
193	Transamerica Financial Advisors, LLC	402	0.00%	$16K	-57 (-12.4%)
194	FIRST HORIZON CORP	400	0.00%	$16K	—
195	CoreCap Advisors, LLC	382	0.00%	$16K	+129 (+51.0%)
196	HARBOR CAPITAL ADVISORS, INC.	254	0.00%	$10K	—
197	SouthState Bank Corp	250	0.00%	$10K	—
198	CrossGen Wealth, LLC	245	0.00%	$10K	—
199	Farther Finance Advisors, LLC	239	0.00%	$10K	+88 (+58.3%)
200	LOS ANGELES CAPITAL MANAGEMENT LLC	223	0.00%	$9K	—
201	EverSource Wealth Advisors, LLC	207	0.00%	$8K	-83 (-28.6%)
202	Essential Partners LLC	201	0.00%	$8K	-89 (-30.7%)
203	Providence Capital Advisors, LLC	200	0.00%	$8K	NEW
204	HUNTINGTON NATIONAL BANK	200	0.00%	$8K	—
205	Optiver Holding B.V.	178	0.00%	$7K	+88 (+97.8%)
206	Smartleaf Asset Management LLC	171	0.00%	$7K	—
207	Fortitude Family Office, LLC	153	0.00%	$6K	+16 (+11.7%)
208	SBI Securities Co., Ltd.	128	0.00%	$5K	—
209	ROTHSCHILD INVESTMENT LLC	120	0.00%	$5K	+36 (+42.9%)
210	MATHER GROUP, LLC.	117	0.00%	$5K	—
211	SIGNATUREFD, LLC	90	0.00%	$4K	—
212	Quarry LP	71	0.00%	$3K	-139 (-66.2%)
213	Golden State Wealth Management, LLC	65	0.00%	$3K	—
214	First Command Advisory Services, Inc.	61	0.00%	$2K	-144 (-70.2%)
215	Pinnacle Wealth Planning Services, Inc.	58	0.00%	$2K	—
216	IFP Advisors, Inc	56	0.00%	$2K	+7 (+14.3%)
217	Abound Wealth Management	40	0.00%	$2K	—
218	SJS Investment Consulting Inc.	39	0.00%	$2K	-48 (-55.2%)
219	PNC Financial Services Group, Inc.	30	0.00%	$1K	—
220	HORIZON FINANCIAL SERVICES, LLC	29	0.00%	$1K	NEW
221	Physician Wealth Advisors, Inc.	28	0.00%	$1K	—
222	Clearstead Advisors, LLC	21	0.00%	$859	NEW
223	Torren Management, LLC	19	0.00%	$782	—
224	WEST PACES ADVISORS INC.	19	0.00%	$776	NEW
225	Covestor Ltd	17	0.00%	$1K	+12 (+240.0%)
226	True Wealth Design, LLC	14	0.00%	$572	—
227	SWAN Capital LLC	13	0.00%	$527	—
228	Caitong International Asset Management Co., Ltd	11	0.00%	$449	-2 (-15.4%)
229	Stone House Investment Management, LLC	5	0.00%	$204	NEW
230	Parallel Advisors, LLC	5	0.00%	$204	—
231	BESSEMER GROUP INC	4	0.00%	$0	—
232	Silver Grove Financial Group, Inc.	3	0.00%	$123	NEW
233	JFS WEALTH ADVISORS, LLC	3	0.00%	$123	—
234	JPL Wealth Management, LLC	2	0.00%	$82	NEW
235	DiNuzzo Private Wealth, Inc.	2	0.00%	$82	—
236	FIDUCIARY FINANCIAL ADVISORS	2	0.00%	$82	NEW
237	GHP Investment Advisors, Inc.	1	0.00%	$41	—
238	Keating Financial Advisory Services, Inc.	1	0.00%	$41	—
239	Kilter Group LLC	1	0.00%	$41	—

Exited since 2026-03-31 (23 filers; largest 23 shown)

Motley Fool Wealth Management, LLC	−209,559
Brevan Howard Capital Management LP	−125,000
Pathfinder Wealth Consulting, Inc.	−78,483
BOOTHBAY FUND MANAGEMENT, LLC	−67,117
Numerai GP LLC	−48,305
Susquehanna Portfolio Strategies, LLC	−29,767
PMC FIG Opportunities LLC	−24,307
EQUITABLE TRUST CO	−14,722
JANUS HENDERSON GROUP PLC	−14,061
Persistent Asset Partners Ltd	−9,595
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	−7,481
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	−6,689
CWM, LLC	−5,935
SIMPLEX TRADING, LLC	−2,204
SUMMIT SECURITIES GROUP LLC	−373
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	−322
Root Financial Partners, LLC	−147
Rachor Investment Advisory Services, LLC	−65
Bare Financial Services, Inc	−63
MAI Capital Management	−48
Missouri Trust & Investment Co	−16
TWIN PEAKS WEALTH ADVISORS, LLC	−2
Freestone Grove Partners LP	−1

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
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
James S. Mahan III Revocable Trust	SCHEDULE 13G/A	2026-02-05	2025-12-31	3,067,844	6.7%
MAHAN JAMES S III	SCHEDULE 13G/A	2026-02-05	2025-12-31	6,619,682	14.4%
Marguerite D. Mahan	SCHEDULE 13G/A	2026-02-05	2025-12-31	6,619,682	14.4%
Marguerite D. Mahan Revocable Trust	SCHEDULE 13G/A	2026-02-05	2025-12-31	3,032,547	6.6%

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.