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.

Otter Tail Corp

CIK 0001466593OTTR· quarter ending 2026-06-30

Shares outstanding

41,985,580

as of 2026-07-31 · 10-Q cover page, filed 2026-08-05

Held by 13F filers

29,443,073

70.1% of shares outstanding

Holders

363

+16 vs 2026-03-31 · 48 new, 32 exited

Value

$2.6B

shares +0.7% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-05, as of 2026-07-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	OTTR · NASDAQ	41,985,580	29,443,073	70.1%	363	689648103

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
	689648103	COM	363	29,443,073	41,985,580	70.1%	$2.6B	3 call / 1 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 363 · 689648103)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	6,557,596	15.62%	$590.1M	+133,222 (+2.1%)
2	VANGUARD PORTFOLIO MANAGEMENT LLC	2,996,322	7.14%	$269.6M	+49,138 (+1.7%)
3	VANGUARD CAPITAL MANAGEMENT LLC	1,891,243	4.50%	$170.2M	+25,530 (+1.4%)
4	STATE STREET CORP	1,645,782	3.92%	$148.1M	+76,434 (+4.9%)
5	LSV ASSET MANAGEMENT	1,186,461	2.83%	$106.8M	+143,548 (+13.8%)
6	GEODE CAPITAL MANAGEMENT, LLC	1,112,886	2.65%	$100.2M	+57,999 (+5.5%)
7	MORGAN STANLEY	885,376	2.11%	$79.7M	+230,942 (+35.3%)
8	DIMENSIONAL FUND ADVISORS LP	828,016	1.97%	$74.5M	+12,775 (+1.6%)
9	TWO SIGMA INVESTMENTS, LP	725,769	1.73%	$65.3M	+62,835 (+9.5%)
10	FIRST TRUST ADVISORS LP	637,043	1.52%	$57.3M	+30,539 (+5.0%)
11	Caisse de depot et placement du Quebec	539,873	1.29%	$48.6M	-30,060 (-5.3%)
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	519,756	1.24%	$46.8M	-4,365 (-0.8%)
13	GABELLI FUNDS LLC	462,200	1.10%	$41.6M	-5,000 (-1.1%)
14	NORTHERN TRUST CORP	453,446	1.08%	$40.8M	+21,434 (+5.0%)
15	D. E. Shaw & Co., Inc.	447,021	1.06%	$40.2M	+47,595 (+11.9%)
16	Bank of New York Mellon Corp	358,275	0.85%	$32.2M	+7,667 (+2.2%)
17	JPMORGAN CHASE & CO	315,978	0.75%	$28.3M	-23,655 (-7.0%)
18	BANK OF AMERICA CORP /DE/	312,589	0.74%	$28.1M	-23,894 (-7.1%)
19	VANGUARD FIDUCIARY TRUST CO	278,778	0.66%	$25.1M	+6,370 (+2.3%)
20	VICTORY CAPITAL MANAGEMENT INC	276,060	0.66%	$24.8M	+23,684 (+9.4%)
21	Nuveen, LLC	268,456	0.64%	$24.2M	+79,228 (+41.9%)
22	GAMCO INVESTORS, INC. ET AL	264,798	0.63%	$23.8M	-2 (-0.0%)
23	PRICE T ROWE ASSOCIATES INC /MD/	260,050	0.62%	$23.4M	+127,580 (+96.3%)
24	GOLDMAN SACHS GROUP INC	249,295	0.59%	$22.4M	-236,056 (-48.6%)
25	PRINCIPAL FINANCIAL GROUP INC	233,558	0.56%	$21.0M	+1,669 (+0.7%)
26	ADAGE CAPITAL PARTNERS GP, L.L.C.	210,546	0.50%	$18.9M	-131,454 (-38.4%)
27	Invesco Ltd.	199,684	0.48%	$18.0M	-25,489 (-11.3%)
28	Public Sector Pension Investment Board	195,071	0.46%	$17.6M	-3,589 (-1.8%)
29	ROYAL BANK OF CANADA	185,376	0.44%	$16.7M	+7,215 (+4.0%)
30	FEDERATED HERMES, INC.	174,664	0.42%	$15.7M	+7,099 (+4.2%)
31	UBS Group AG	135,671	0.32%	$12.2M	-20,882 (-13.3%)
32	Bank & Trust Co	119,641	0.28%	$10.8M	+405 (+0.3%)
33	RHUMBLINE ADVISERS	104,092	0.25%	$9.4M	+5,163 (+5.2%)
34	US BANCORP \DE\	100,662	0.24%	$9.1M	-10,149 (-9.2%)
35	WHITTIER TRUST CO	98,904	0.24%	$8.9M	-108 (-0.1%)
36	AMERIPRISE FINANCIAL INC	97,439	0.23%	$8.8M	+1,690 (+1.8%)
37	LPL Financial LLC	95,971	0.23%	$8.6M	+37,533 (+64.2%)
38	FRANKLIN RESOURCES INC	90,522	0.22%	$8.1M	-21,550 (-19.2%)
39	AMERICAN CENTURY COMPANIES INC	86,785	0.21%	$7.8M	+23,303 (+36.7%)
40	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	86,441	0.21%	$7.8M	NEW
41	Legal & General Group Plc	85,285	0.20%	$7.7M	-8,792 (-9.3%)
42	DENALI ADVISORS LLC	85,102	0.20%	$7.7M	-4,807 (-5.3%)
43	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	83,053	0.20%	$7.5M	+2,700 (+3.4%)
44	ProShare Advisors LLC	80,928	0.19%	$7.3M	+6,039 (+8.1%)
45	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	78,855	0.19%	$7.1M	-3,113 (-3.8%)
46	Swiss National Bank	75,800	0.18%	$6.8M	+1,400 (+1.9%)
47	Universal- Beteiligungs- und Servicegesellschaft mbH	75,539	0.18%	$6.8M	-116 (-0.2%)
48	Phocas Financial Corp.	72,681	0.17%	$6.5M	-3,802 (-5.0%)
49	Qube Research & Technologies Ltd	72,311	0.17%	$6.5M	-195,543 (-73.0%)
50	MILLENNIUM MANAGEMENT LLC	71,147	0.17%	$6.4M	-59,064 (-45.4%)
51	NEW YORK STATE COMMON RETIREMENT FUND	70,882	0.17%	$6.4M	+1,600 (+2.3%)
52	PRUDENTIAL FINANCIAL INC	68,569	0.16%	$6.2M	-1,050 (-1.5%)
53	WELLS FARGO & COMPANY/MN	67,333	0.16%	$6.1M	+18,856 (+38.9%)
54	RAYMOND JAMES FINANCIAL INC	59,697	0.14%	$5.4M	+16,952 (+39.7%)
55	Connor, Clark & Lunn Investment Management Ltd.	57,071	0.14%	$5.1M	+11,678 (+25.7%)
56	Squarepoint Ops LLC	55,880	0.13%	$5.0M	-5,747 (-9.3%)
57	BNP PARIBAS FINANCIAL MARKETS	54,910	0.13%	$4.9M	-7,238 (-11.6%)
58	TUDOR INVESTMENT CORP ET AL	52,639	0.13%	$4.7M	-33,227 (-38.7%)
59	CITIGROUP INC	50,314	0.12%	$4.5M	+15,819 (+45.9%)
60	WHITTIER TRUST CO OF NEVADA INC	49,054	0.12%	$4.5M	+119 (+0.2%)
61	BARCLAYS PLC	47,891	0.11%	$4.3M	+4,579 (+10.6%)
62	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	46,061	0.11%	$4.1M	-48,510 (-51.3%)
63	ALLIANCEBERNSTEIN L.P.	44,983	0.11%	$3.9M	+3,260 (+7.8%)
64	Linden Thomas Advisory Services, LLC	44,579	0.11%	$4.0M	+21,916 (+96.7%)
65	MARTINGALE ASSET MANAGEMENT L P	43,830	0.10%	$3.9M	+4,099 (+10.3%)
66	DEUTSCHE BANK AG\	43,790	0.10%	$3.9M	+4,981 (+12.8%)
67	Palisades Investment Partners, LLC	43,583	0.10%	$3.9M	-786 (-1.8%)
68	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	43,201	0.10%	$3.9M	-1,303 (-2.9%)
69	Thrivent Financial for Lutherans	42,882	0.10%	$3.9M	+632 (+1.5%)
70	Vest Financial, LLC	42,523	0.10%	$3.8M	+1,469 (+3.6%)
71	BENJAMIN EDWARDS INC	40,275	0.10%	$3.6M	+1,046 (+2.7%)
72	CITADEL ADVISORS LLC	36,053	0.09%	$3.2M	-15,149 (-29.6%)
73	VANGUARD ASSET MANAGEMENT, Ltd	35,292	0.08%	$3.2M	+5,929 (+20.2%)
74	CANADA LIFE ASSURANCE Co	33,415	0.08%	$3.0M	-880 (-2.6%)
75	FIRST MANHATTAN CO. LLC.	33,349	0.08%	$3.0M	-452 (-1.3%)
76	ROYCE & ASSOCIATES LP	31,715	0.08%	$2.9M	+180 (+0.6%)
77	Financial Engines Advisors L.L.C.	31,490	0.08%	$2.8M	-434 (-1.4%)
78	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	31,200	0.07%	$2.8M	NEW
79	XTX Topco Ltd	29,860	0.07%	$2.7M	-13,963 (-31.9%)
80	AQR CAPITAL MANAGEMENT LLC	29,182	0.07%	$2.6M	+7,145 (+32.4%)
81	Inspire Investing, LLC	28,393	0.07%	$2.6M	+28,392 (+2839200.0%)
82	Cetera Investment Advisers	28,242	0.07%	$2.5M	+10,358 (+57.9%)
83	PDT Partners, LLC	27,000	0.06%	$2.4M	+6,400 (+31.1%)
84	Mariner, LLC	26,469	0.06%	$2.4M	+124 (+0.5%)
85	COMMONWEALTH EQUITY SERVICES, LLC	25,768	0.06%	$2.3M	-1,097 (-4.1%)
86	Cambridge Investment Research Advisors, Inc.	25,576	0.06%	$2.3M	+17,818 (+229.7%)
87	JOHN G ULLMAN & ASSOCIATES INC	25,450	0.06%	$2.3M	—
88	RENAISSANCE TECHNOLOGIES LLC	23,310	0.06%	$2.1M	+16,700 (+252.6%)
89	Advisors Asset Management, Inc.	23,141	0.06%	$2.1M	+1,837 (+8.6%)
90	VOLORIDGE INVESTMENT MANAGEMENT, LLC	23,067	0.05%	$2.1M	-67,372 (-74.5%)
91	MetLife Investment Management, LLC	22,779	0.05%	$2.0M	+1,512 (+7.1%)
92	OneAscent Financial Services LLC	22,625	0.05%	$2.0M	-2,393 (-9.6%)
93	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	22,029	0.05%	$2.0M	+1,130 (+5.4%)
94	ALPS ADVISORS INC	21,276	0.05%	$1.9M	+569 (+2.7%)
95	Illinois Municipal Retirement Fund	20,979	0.05%	$1.9M	-19 (-0.1%)
96	Russell Investments Group, Ltd.	20,315	0.05%	$1.8M	+16,900 (+494.9%)
97	WINTON GROUP Ltd	19,946	0.05%	$1.8M	+5,325 (+36.4%)
98	State of New Jersey Common Pension Fund D	19,771	0.05%	$1.8M	-6,198 (-23.9%)
99	OCCUDO QUANTITATIVE STRATEGIES LP	19,692	0.05%	$1.8M	NEW
100	MANUFACTURERS LIFE INSURANCE COMPANY, THE	19,564	0.05%	$1.8M	+1,656 (+9.2%)
101	Quantinno Capital Management LP	18,604	0.04%	$1.7M	+3,856 (+26.1%)
102	Louisiana State Employees Retirement System	18,400	0.04%	$1.7M	-200 (-1.1%)
103	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	18,010	0.04%	$1.6M	-85 (-0.5%)
104	Jupiter Topco LLC	17,899	0.04%	$1.6M	NEW
105	FIFTH THIRD BANCORP	17,697	0.04%	$1.6M	-118 (-0.7%)
106	Engineers Gate Manager LP	17,622	0.04%	$1.6M	+5,655 (+47.3%)
107	NewEdge Advisors, LLC	17,147	0.04%	$1.5M	+834 (+5.1%)
108	CAPSTONE INVESTMENT ADVISORS, LLC	16,814	0.04%	$1.5M	+5,673 (+50.9%)
109	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	16,655	0.04%	$1.5M	+822 (+5.2%)
110	Focus Financial Network, Inc.	16,358	0.04%	$1.5M	-587 (-3.5%)
111	Vanguard Global Advisers, LLC	16,179	0.04%	$1.5M	-681 (-4.0%)
112	Holocene Advisors, LP	15,635	0.04%	$1.4M	+10,654 (+213.9%)
113	Jump Financial, LLC	15,400	0.04%	$1.4M	NEW
114	NATIXIS ADVISORS, LLC	15,032	0.04%	$1.4M	+2,874 (+23.6%)
115	Zurcher Kantonalbank (Zurich Cantonalbank)	15,010	0.04%	$1.4M	—
116	OSAIC HOLDINGS, INC.	14,489	0.03%	$1.3M	-4,983 (-25.6%)
117	Man Group plc	14,471	0.03%	$1.3M	-41,416 (-74.1%)
118	North Star Investment Management Corp.	14,236	0.03%	$1.3M	—
119	State of Alaska, Department of Revenue	13,826	0.03%	$1.2M	-6,858 (-33.2%)
120	Schonfeld Strategic Advisors LLC	13,612	0.03%	$1.2M	NEW
121	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	13,273	0.03%	$1.2M	+1,677 (+14.5%)
122	EXCHANGE TRADED CONCEPTS, LLC	12,924	0.03%	$1.2M	+251 (+2.0%)
123	HighTower Advisors, LLC	12,186	0.03%	$1.1M	+2,082 (+20.6%)
124	Focus Partners Wealth	12,147	0.03%	$1.1M	+1,545 (+14.6%)
125	CAPITAL FUND MANAGEMENT S.A.	12,038	0.03%	$1.1M	-1,984 (-14.1%)
126	JONES FINANCIAL COMPANIES LLLP	11,866	0.03%	$1.1M	+5,147 (+76.6%)
127	Police & Firemen's Retirement System of New Jersey	11,536	0.03%	$1.0M	+900 (+8.5%)
128	AMALGAMATED BANK	11,199	0.03%	$1.0M	-757 (-6.3%)
129	YOUSIF CAPITAL MANAGEMENT, LLC	11,162	0.03%	$1.0M	+27 (+0.2%)
130	JAMES INVESTMENT RESEARCH, INC.	10,631	0.03%	$957K	—
131	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	10,544	0.03%	$949K	—
132	EAGLE GLOBAL ADVISORS LLC	10,480	0.02%	$943K	—
133	ARIZONA STATE RETIREMENT SYSTEM	10,419	0.02%	$938K	+60 (+0.6%)
134	Atom Investors LP	10,370	0.02%	$933K	-42 (-0.4%)
135	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	10,300	0.02%	$927K	-2,205 (-17.6%)
136	GREAT VALLEY ADVISOR GROUP, INC.	10,201	0.02%	$918K	—
137	Vanguard Investments Australia, Ltd.	10,139	0.02%	$912K	—
138	Jefferies Financial Group Inc.	10,082	0.02%	$907K	NEW
139	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	9,956	0.02%	$896K	-407 (-3.9%)
140	VOYA INVESTMENT MANAGEMENT LLC	9,877	0.02%	$889K	+754 (+8.3%)
141	VISTA INVESTMENT PARTNERS LLC	9,786	0.02%	$881K	-1 (-0.0%)
142	Hennion & Walsh Asset Management, Inc.	9,729	0.02%	$875K	+4,617 (+90.3%)
143	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	9,592	0.02%	$863K	—
144	State of Tennessee, Department of Treasury	9,490	0.02%	$854K	—
145	BANK OF MONTREAL /CAN/	8,835	0.02%	$795K	+55 (+0.6%)
146	MML INVESTORS SERVICES, LLC	8,800	0.02%	$792K	+1,645 (+23.0%)
147	SEI INVESTMENTS CO	8,618	0.02%	$775K	-2,429 (-22.0%)
148	Bridgewater Associates, LP	8,549	0.02%	$769K	-6,652 (-43.8%)
149	FMR LLC	8,298	0.02%	$747K	+333 (+4.2%)
150	INTECH INVESTMENT MANAGEMENT LLC	8,249	0.02%	$742K	-1,626 (-16.5%)
151	NorthRock Partners, LLC	8,215	0.02%	$739K	-9 (-0.1%)
152	Empowered Funds, LLC	8,170	0.02%	$735K	NEW
153	ALERUS FINANCIAL NA	8,028	0.02%	$722K	-1,000 (-11.1%)
154	Curi Capital, LLC	7,947	0.02%	$715K	-405 (-4.8%)
155	Bluespring Wealth Management, LLC	7,923	0.02%	$713K	+464 (+6.2%)
156	Allspring Global Investments Holdings, LLC	7,819	0.02%	$701K	+322 (+4.3%)
157	Private Advisor Group, LLC	7,748	0.02%	$697K	+9 (+0.1%)
158	Creative Planning	7,596	0.02%	$683K	+575 (+8.2%)
159	ENVESTNET ASSET MANAGEMENT INC	7,505	0.02%	$675K	+2,279 (+43.6%)
160	FOSTER & MOTLEY INC	7,223	0.02%	$650K	-527 (-6.8%)
161	Exit Wealth Advisors, LLC.	7,178	0.02%	$646K	NEW
162	Pictet Asset Management Holding SA	7,080	0.02%	$637K	—
163	INFRASTRUCTURE CAPITAL ADVISORS, LLC	6,924	0.02%	$623K	+130 (+1.9%)
164	D.A. DAVIDSON & CO.	6,767	0.02%	$609K	—
165	Johnson Wealth Management, LLC	6,717	0.02%	$604K	-10 (-0.1%)
166	Quadrature Capital Ltd	6,332	0.02%	$570K	NEW
167	CIBC Bancorp USA Inc.	6,215	0.01%	$559K	+280 (+4.7%)
168	Lido Advisors, LLC	6,203	0.01%	$558K	+787 (+14.5%)
169	Maryland State Retirement & Pension System	6,110	0.01%	$550K	—
170	Janney Montgomery Scott LLC	6,107	0.01%	$550K	+58 (+1.0%)
171	COLDSTREAM CAPITAL MANAGEMENT INC	5,982	0.01%	$538K	-1 (-0.0%)
172	Sterling Capital Management LLC	5,901	0.01%	$531K	-431 (-6.8%)
173	GUGGENHEIM CAPITAL LLC	5,858	0.01%	$527K	+59 (+1.0%)
174	Amundi	5,840	0.01%	$525K	-2,377 (-28.9%)
175	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	5,628	0.01%	$506K	+603 (+12.0%)
176	RBA Wealth Management, LLC	5,569	0.01%	$501K	-473 (-7.8%)
177	GREENWOOD CAPITAL ASSOCIATES LLC	5,511	0.01%	$496K	-57 (-1.0%)
178	PNC Financial Services Group, Inc.	5,403	0.01%	$486K	+15 (+0.3%)
179	BAYBAN	5,401	0.01%	$486K	+200 (+3.8%)
180	Inspire Advisors, LLC	5,386	0.01%	$485K	NEW
181	Opus Capital Group, LLC	5,266	0.01%	$474K	—
182	Vident Advisory, LLC	5,243	0.01%	$472K	-251 (-4.6%)
183	Savant Capital, LLC	5,237	0.01%	$465K	+2,619 (+100.0%)
184	SG Americas Securities, LLC	5,211	0.01%	$469K	-20,293 (-79.6%)
185	Modern Wealth Management, LLC	5,174	0.01%	$466K	-4 (-0.1%)
186	STATE OF WISCONSIN INVESTMENT BOARD	5,059	0.01%	$455K	-9,692 (-65.7%)
187	SUSQUEHANNA INTERNATIONAL GROUP, LLP	5,043	0.01%	$454K	-15,064 (-74.9%)
188	Hendershot Investments Inc.	5,000	0.01%	$450K	—
189	Sanctuary Advisors, LLC	4,928	0.01%	$443K	NEW
190	Bravera Wealth	4,873	0.01%	$438K	-526 (-9.7%)
191	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	4,808	0.01%	$433K	+12 (+0.3%)
192	Alternative Investment Advisors, LLC.	4,799	0.01%	$432K	+31 (+0.7%)
193	EVOLVE PRIVATE WEALTH, LLC	4,789	0.01%	$431K	+17 (+0.4%)
194	VIRTUS ADVISERS, LLC	4,753	0.01%	$428K	-2,101 (-30.7%)
195	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	4,608	0.01%	$415K	—
196	QUADRANT CAPITAL GROUP LLC	4,576	0.01%	$412K	—
197	Legacy Capital Group California, Inc.	4,560	0.01%	$410K	NEW
198	Fifth Third Wealth Advisors LLC	4,554	0.01%	$410K	+36 (+0.8%)
199	MERCER GLOBAL ADVISORS INC /ADV	4,539	0.01%	$408K	+311 (+7.4%)
200	Valtinson Bruner Financial Planning LLC	4,539	0.01%	$408K	-278 (-5.8%)
201	Swiss Life Asset Management Ltd	4,442	0.01%	$400K	+386 (+9.5%)
202	Accredited Investors Inc.	4,436	0.01%	$399K	+29 (+0.7%)
203	HARBOUR INVESTMENTS, INC.	4,395	0.01%	$395K	-215 (-4.7%)
204	Wealth Forward, LLC	4,238	0.01%	$381K	—
205	Steward Partners Investment Advisory, LLC	4,193	0.01%	$377K	+702 (+20.1%)
206	BOKF, NA	4,167	0.01%	$375K	-39 (-0.9%)
207	MIRABELLA FINANCIAL SERVICES LLP	4,088	0.01%	$368K	NEW
208	Bell Bank	4,086	0.01%	$368K	—
209	Tactive Advisors, LLC	4,050	0.01%	$364K	NEW
210	Gotham Asset Management, LLC	4,007	0.01%	$361K	-907 (-18.5%)
211	CAPTRUST FINANCIAL ADVISORS	3,967	0.01%	$357K	+300 (+8.2%)
212	XPONANCE LLC	3,876	0.01%	$349K	+269 (+7.5%)
213	Chesley Taft & Associates LLC	3,680	0.01%	$331K	—
214	Tidal Investments LLC	3,676	0.01%	$331K	NEW
215	Voleon Capital Management LP	3,584	0.01%	$322K	-5,450 (-60.3%)
216	Ameritas Investment Partners, Inc.	3,550	0.01%	$319K	+328 (+10.2%)
217	FIRST CITIZENS BANK & TRUST CO	3,543	0.01%	$319K	-308 (-8.0%)
218	Ifrah Financial Services, Inc.	3,497	0.01%	$315K	+23 (+0.7%)
219	Atlas Brown,Inc.	3,491	0.01%	$314K	—
220	Envestnet Portfolio Solutions, Inc.	3,398	0.01%	$306K	-303 (-8.2%)
221	Van Diest Capital, LLC	3,374	0.01%	$304K	NEW
222	GSA CAPITAL PARTNERS LLP	3,244	0.01%	$292K	+561 (+20.9%)
223	Lifelong Wealth Advisors, Inc.	3,164	0.01%	$285K	—
224	&PARTNERS	3,160	0.01%	$284K	+406 (+14.7%)
225	Mann Financial Group, Inc.	3,129	0.01%	$282K	—
226	Mitsubishi UFJ Trust & Banking Corp	3,056	0.01%	$275K	—
227	Beacon Pointe Advisors, LLC	3,049	0.01%	$274K	+20 (+0.7%)
228	GW HENSSLER & ASSOCIATES LTD	2,879	0.01%	$259K	-4 (-0.1%)
229	Corient Private Wealth LP	2,862	0.01%	$258K	+426 (+17.5%)
230	Focus Partners Advisor Solutions, LLC	2,841	0.01%	$256K	NEW
231	Vanguard Personalized Indexing Management, LLC	2,838	0.01%	$255K	+100 (+3.7%)
232	Convergence Financial, LLC	2,828	0.01%	$254K	NEW
233	INTEGRITY ALLIANCE, LLC.	2,809	0.01%	$253K	—
234	INCEPTIONR LLC	2,798	0.01%	$252K	NEW
235	CIBC Asset Management Inc	2,796	0.01%	$252K	—
236	Wealth Alliance Advisory Group, LLC	2,779	0.01%	$250K	—
237	Compass Financial Group, INC/SD	2,715	0.01%	$244K	+16 (+0.6%)
238	NEUBERGER BERMAN GROUP LLC	2,668	0.01%	$240K	+209 (+8.5%)
239	Crossmark Global Holdings, Inc.	2,665	0.01%	$240K	-100 (-3.6%)
240	STIFEL FINANCIAL CORP	2,652	0.01%	$239K	+32 (+1.2%)
241	Independent Advisor Alliance	2,623	0.01%	$236K	-1,613 (-38.1%)
242	denkapparat Operations GmbH	2,586	0.01%	$233K	—
243	AE Wealth Management LLC	2,519	0.01%	$227K	NEW
244	VIRGINIA RETIREMENT SYSTEMS ET Al	2,500	0.01%	$225K	-4,154 (-62.4%)
245	Baird Financial Group, Inc.	2,490	0.01%	$224K	NEW
246	Brady Martz Wealth Solutions, LLC	2,456	0.01%	$221K	NEW
247	Abel Hall, LLC	2,435	0.01%	$219K	+34 (+1.4%)
248	DAYMARK WEALTH PARTNERS, LLC	2,400	0.01%	$216K	—
249	IHT Wealth Management, LLC	2,399	0.01%	$216K	+77 (+3.3%)
250	Merit Financial Group, LLC	2,373	0.01%	$214K	NEW

Exited since 2026-03-31 (32 filers; largest 25 shown)

JANE STREET GROUP, LLC	−117,441
MARSHALL WACE, LLP	−95,162
HRT FINANCIAL LP	−78,965
BRIDGEWAY CAPITAL MANAGEMENT, LLC	−24,800
Elo Mutual Pension Insurance Co	−17,067
JANUS HENDERSON GROUP PLC	−15,542
Brevan Howard Capital Management LP	−11,693
DARK FOREST CAPITAL MANAGEMENT LP	−10,950
Kestra Advisory Services, LLC	−9,001
CWM, LLC	−8,407
Fieldview Capital Management, LLC	−5,505
LOS ANGELES CAPITAL MANAGEMENT LLC	−4,714
Verition Fund Management LLC	−3,928
Brooklyn Investment Group	−3,818
OLD NATIONAL BANCORP /IN/	−3,285
Financiere des Professionnels - Fonds d'investissement inc.	−2,683
Advisory Services Network, LLC	−1,499
State of Wyoming	−823
USA FINANCIAL FORMULAS	−810
Goodman Advisory Group, LLC	−667
Sound Income Strategies, LLC	−286
Destiny Wealth Partners, LLC	−240
Opal Wealth Advisors, LLC	−230
NOMURA ASSET MANAGEMENT CO LTD	−220
IAG Wealth Partners, LLC	−100

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	2,148,193	5.1%
Vanguard Capital Management	SCHEDULE 13G	2026-04-30	2026-03-31	2,178,374	5.19%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-29	2026-03-31	2,963,293	7.06%
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.