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.

Capitol Federal Financial, Inc.

CIK 0001490906CFFN· quarter ending 2026-06-30

Shares outstanding

125,698,283

as of 2026-08-03 · 10-Q cover page, filed 2026-08-07

Held by 13F filers

102,306,181

81.4% of shares outstanding

Holders

247

-7 vs 2026-03-31 · 24 new, 31 exited

Value

$870.3M

shares +0.6% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-07, as of 2026-08-03)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	CFFN · NASDAQ	125,698,283	102,306,181	81.4%	247	14057J101

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
	14057J101	COM	247	102,306,181	125,698,283	81.4%	$870.3M	—	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 (247 of 247 · 14057J101)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	17,921,879	14.26%	$152.5M	-245,724 (-1.4%)
2	DIMENSIONAL FUND ADVISORS LP	7,280,795	5.79%	$62.0M	+490,665 (+7.2%)
3	VANGUARD PORTFOLIO MANAGEMENT LLC	6,621,659	5.27%	$56.4M	-65,855 (-1.0%)
4	HoldCo Asset Management, LP	6,466,059	5.14%	$55.0M	—
5	STATE STREET CORP	6,389,952	5.08%	$54.4M	+319,637 (+5.3%)
6	VANGUARD CAPITAL MANAGEMENT LLC	5,073,463	4.04%	$43.2M	-116,338 (-2.2%)
7	RENAISSANCE TECHNOLOGIES LLC	3,798,497	3.02%	$32.3M	-370,400 (-8.9%)
8	AQR CAPITAL MANAGEMENT LLC	3,656,717	2.91%	$31.1M	-133,465 (-3.5%)
9	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	3,295,983	2.62%	$28.0M	+31,837 (+1.0%)
10	GEODE CAPITAL MANAGEMENT, LLC	3,204,285	2.55%	$27.3M	+117,644 (+3.8%)
11	MILLENNIUM MANAGEMENT LLC	2,666,497	2.12%	$22.7M	+2,105,174 (+375.0%)
12	AMERICAN CENTURY COMPANIES INC	2,625,854	2.09%	$22.3M	+919,732 (+53.9%)
13	Invesco Ltd.	2,062,466	1.64%	$17.6M	+76,377 (+3.8%)
14	MORGAN STANLEY	2,021,663	1.61%	$17.2M	+141,554 (+7.5%)
15	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1,807,538	1.44%	$15.4M	-20,720 (-1.1%)
16	TWO SIGMA INVESTMENTS, LP	1,706,758	1.36%	$14.5M	-169,401 (-9.0%)
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,655,647	1.32%	$14.1M	-97,756 (-5.6%)
18	NORTHERN TRUST CORP	1,408,625	1.12%	$12.0M	+101,397 (+7.8%)
19	CRAMER ROSENTHAL MCGLYNN LLC	1,395,285	1.11%	$11.9M	-39,603 (-2.8%)
20	Nuveen, LLC	1,213,480	0.97%	$10.3M	+61,518 (+5.3%)
21	Bank of New York Mellon Corp	1,171,077	0.93%	$10.0M	+11,381 (+1.0%)
22	UBS Group AG	956,470	0.76%	$8.1M	+2,313 (+0.2%)
23	BANK OF AMERICA CORP /DE/	889,564	0.71%	$7.6M	+230,675 (+35.0%)
24	CSM Advisors, LLC	808,975	0.64%	$6.9M	-880 (-0.1%)
25	VANGUARD FIDUCIARY TRUST CO	774,335	0.62%	$6.6M	+11,730 (+1.5%)
26	LSV ASSET MANAGEMENT	686,350	0.55%	$5.8M	—
27	PRINCIPAL FINANCIAL GROUP INC	563,790	0.45%	$4.8M	-17,061 (-2.9%)
28	GOLDMAN SACHS GROUP INC	553,778	0.44%	$4.7M	-1,296,544 (-70.1%)
29	IEQ CAPITAL, LLC	496,579	0.40%	$4.2M	-75,232 (-13.2%)
30	TOWLE & CO	447,891	0.36%	$3.8M	-28,349 (-6.0%)
31	JUPITER ASSET MANAGEMENT LTD	444,969	0.35%	$3.8M	-6,282 (-1.4%)
32	AMERIPRISE FINANCIAL INC	421,579	0.34%	$3.6M	-21,303 (-4.8%)
33	FRANKLIN RESOURCES INC	405,137	0.32%	$3.4M	+96,166 (+31.1%)
34	Public Sector Pension Investment Board	400,722	0.32%	$3.4M	-26,673 (-6.2%)
35	JPMORGAN CHASE & CO	388,854	0.31%	$3.3M	-14,347 (-3.6%)
36	PANAGORA ASSET MANAGEMENT INC	350,779	0.28%	$3.0M	+19,398 (+5.9%)
37	Empowered Funds, LLC	336,336	0.27%	$2.9M	-18,740 (-5.3%)
38	Campbell & CO Investment Adviser LLC	300,295	0.24%	$2.6M	+136,605 (+83.5%)
39	RHUMBLINE ADVISERS	299,669	0.24%	$2.6M	-50,836 (-14.5%)
40	Trexquant Investment LP	298,245	0.24%	$2.5M	-5,030 (-1.7%)
41	Mariner, LLC	275,533	0.22%	$2.3M	-4,653 (-1.7%)
42	Creative Planning	272,448	0.22%	$2.3M	+7,826 (+3.0%)
43	Legal & General Group Plc	267,526	0.21%	$2.3M	+15,689 (+6.2%)
44	PRICE T ROWE ASSOCIATES INC /MD/	260,681	0.21%	$2.2M	+37,284 (+16.7%)
45	CITADEL ADVISORS LLC	256,669	0.20%	$2.2M	+158,788 (+162.2%)
46	SEI INVESTMENTS CO	253,540	0.20%	$2.2M	-193,875 (-43.3%)
47	State of New Jersey Common Pension Fund D	246,800	0.20%	$2.1M	-50,284 (-16.9%)
48	Swiss National Bank	241,000	0.19%	$2.1M	-7,800 (-3.1%)
49	RAYMOND JAMES FINANCIAL INC	227,445	0.18%	$1.9M	-3,567 (-1.5%)
50	Connor, Clark & Lunn Investment Management Ltd.	223,471	0.18%	$1.9M	+14,775 (+7.1%)
51	ENDEAVOR PRIVATE WEALTH, INC.	220,087	0.18%	$1.9M	+200,917 (+1048.1%)
52	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	206,634	0.16%	$1.8M	-761 (-0.4%)
53	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	168,328	0.13%	$1.4M	+48,075 (+40.0%)
54	Merit Financial Group, LLC	165,520	0.13%	$1.4M	+899 (+0.5%)
55	LPL Financial LLC	146,283	0.12%	$1.2M	+1,430 (+1.0%)
56	Quantinno Capital Management LP	140,204	0.11%	$1.2M	+27,020 (+23.9%)
57	CITIGROUP INC	132,302	0.11%	$1.1M	+30,852 (+30.4%)
58	Cerity Partners LLC	127,355	0.10%	$1.1M	-24,239 (-16.0%)
59	ALLIANCEBERNSTEIN L.P.	127,034	0.10%	$906K	-88,299 (-41.0%)
60	PRUDENTIAL FINANCIAL INC	122,317	0.10%	$1.0M	-5,500 (-4.3%)
61	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	121,579	0.10%	$942K	+9,832 (+8.8%)
62	DEUTSCHE BANK AG\	120,457	0.10%	$1.0M	-334 (-0.3%)
63	INTECH INVESTMENT MANAGEMENT LLC	118,334	0.09%	$1.0M	-27,033 (-18.6%)
64	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	114,110	0.09%	$971K	-1,065 (-0.9%)
65	WELLS FARGO & COMPANY/MN	109,864	0.09%	$935K	+53,804 (+96.0%)
66	WEDGE CAPITAL MANAGEMENT L L P/NC	109,770	0.09%	$934K	-17,405 (-13.7%)
67	CANADA LIFE ASSURANCE Co	108,914	0.09%	$925K	-8,640 (-7.3%)
68	CANADA PENSION PLAN INVESTMENT BOARD	101,200	0.08%	$861K	—
69	FMR LLC	98,833	0.08%	$841K	+76,913 (+350.9%)
70	MERCER GLOBAL ADVISORS INC /ADV	96,131	0.08%	$818K	+12,955 (+15.6%)
71	BARCLAYS PLC	94,861	0.08%	$807K	-121,407 (-56.1%)
72	CAPTRUST FINANCIAL ADVISORS	91,687	0.07%	$780K	+1,255 (+1.4%)
73	WINTON GROUP Ltd	90,777	0.07%	$773K	-78,675 (-46.4%)
74	Vanguard Global Advisers, LLC	89,918	0.07%	$765K	+3,068 (+3.5%)
75	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	83,017	0.07%	$706K	—
76	Mutual Advisors, LLC	79,189	0.06%	$674K	—
77	Arax Advisory Partners	77,180	0.06%	$657K	+75,573 (+4702.7%)
78	TEACHER RETIREMENT SYSTEM OF TEXAS	76,932	0.06%	$655K	-1,033 (-1.3%)
79	Thrivent Financial for Lutherans	76,586	0.06%	$652K	-87,988 (-53.5%)
80	VANGUARD ASSET MANAGEMENT, Ltd	76,200	0.06%	$648K	—
81	STIFEL FINANCIAL CORP	75,977	0.06%	$647K	-2,672 (-3.4%)
82	New Age Alpha Advisors, LLC	75,731	0.06%	$644K	NEW
83	VIRGINIA RETIREMENT SYSTEMS ET Al	75,600	0.06%	$643K	+62,400 (+472.7%)
84	Rafferty Asset Management, LLC	74,849	0.06%	$637K	-24,856 (-24.9%)
85	MetLife Investment Management, LLC	71,578	0.06%	$609K	+5,484 (+8.3%)
86	XTX Topco Ltd	69,254	0.06%	$589K	+54,961 (+384.5%)
87	Russell Investments Group, Ltd.	66,223	0.05%	$564K	+53,666 (+427.4%)
88	Illinois Municipal Retirement Fund	62,894	0.05%	$535K	-1,699 (-2.6%)
89	VOYA INVESTMENT MANAGEMENT LLC	59,130	0.05%	$503K	+3,436 (+6.2%)
90	Watershed Asset Management, L.L.C.	58,965	0.05%	$502K	—
91	FIFTH THIRD BANCORP	58,495	0.05%	$498K	-6,698 (-10.3%)
92	Jupiter Topco LLC	57,510	0.05%	$489K	NEW
93	FIRST TRUST ADVISORS LP	56,731	0.05%	$483K	-844 (-1.5%)
94	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	56,453	0.04%	$480K	-1,349 (-2.3%)
95	Louisiana State Employees Retirement System	51,100	0.04%	$435K	-1,900 (-3.6%)
96	BNP PARIBAS FINANCIAL MARKETS	43,858	0.03%	$373K	+8,057 (+22.5%)
97	State of Alaska, Department of Revenue	43,775	0.03%	$371K	-20,560 (-32.0%)
98	VIRTUS ADVISERS, LLC	41,213	0.03%	$351K	+1,975 (+5.0%)
99	Zurcher Kantonalbank (Zurich Cantonalbank)	40,172	0.03%	$342K	—
100	GAMCO INVESTORS, INC. ET AL	39,500	0.03%	$336K	—
101	SUSQUEHANNA INTERNATIONAL GROUP, LLP	39,002	0.03%	$332K	-55,117 (-58.6%)
102	Graham Capital Management, L.P.	38,271	0.03%	$326K	-2,675 (-6.5%)
103	JACOBS LEVY EQUITY MANAGEMENT, INC	36,782	0.03%	$313K	-1,939 (-5.0%)
104	AMERICAN FINANCIAL GROUP INC	36,000	0.03%	$306K	—
105	MANUFACTURERS LIFE INSURANCE COMPANY, THE	34,368	0.03%	$292K	+882 (+2.6%)
106	Focus Partners Wealth	34,319	0.03%	$292K	+2,111 (+6.6%)
107	Police & Firemen's Retirement System of New Jersey	34,036	0.03%	$290K	—
108	NEUBERGER BERMAN GROUP LLC	33,165	0.03%	$282K	+4,990 (+17.7%)
109	ARIZONA STATE RETIREMENT SYSTEM	33,141	0.03%	$282K	-1,158 (-3.4%)
110	LAZARD ASSET MANAGEMENT LLC	33,072	0.03%	$281K	+12 (+0.0%)
111	Corient Private Wealth LP	32,581	0.03%	$277K	+18,565 (+132.5%)
112	NEW YORK STATE COMMON RETIREMENT FUND	32,559	0.03%	$277K	—
113	BRIGHTON JONES LLC	32,266	0.03%	$275K	-195 (-0.6%)
114	Hennion & Walsh Asset Management, Inc.	32,133	0.03%	$273K	+9,997 (+45.2%)
115	Cambria Investment Management, L.P.	31,881	0.03%	$271K	-5,179 (-14.0%)
116	AMALGAMATED BANK	31,490	0.03%	$268K	-3,019 (-8.7%)
117	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	30,899	0.02%	$263K	—
118	JONES FINANCIAL COMPANIES LLLP	30,345	0.02%	$257K	-32 (-0.1%)
119	HANTZ FINANCIAL SERVICES, INC.	30,070	0.02%	$256K	+1,230 (+4.3%)
120	Aquatic Capital Management LLC	30,017	0.02%	$255K	+28,752 (+2272.9%)
121	YOUSIF CAPITAL MANAGEMENT, LLC	29,671	0.02%	$253K	-2,538 (-7.9%)
122	Vanguard Investments Australia, Ltd.	29,382	0.02%	$250K	—
123	State of Tennessee, Department of Treasury	28,855	0.02%	$246K	—
124	FOX RUN MANAGEMENT, L.L.C.	28,040	0.02%	$239K	+7,109 (+34.0%)
125	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	27,657	0.02%	$235K	-1,884 (-6.4%)
126	Pallas Capital Advisors LLC	27,295	0.02%	$232K	-1,023 (-3.6%)
127	KLP KAPITALFORVALTNING AS	27,100	0.02%	$231K	—
128	Vanguard Personalized Indexing Management, LLC	27,036	0.02%	$230K	-6,326 (-19.0%)
129	Triune Financial Partners, LLC	26,886	0.02%	$229K	+283 (+1.1%)
130	Cambridge Investment Research Advisors, Inc.	26,742	0.02%	$228K	+12,162 (+83.4%)
131	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	26,492	0.02%	$225K	-800 (-2.9%)
132	Universal- Beteiligungs- und Servicegesellschaft mbH	25,348	0.02%	$216K	-63,810 (-71.6%)
133	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	23,932	0.02%	$204K	—
134	Tidal Investments LLC	21,748	0.02%	$185K	+11,432 (+110.8%)
135	Midwest Trust Co	21,539	0.02%	$183K	—
136	Advantage Trust Co	20,572	0.02%	$175K	NEW
137	VICTORY CAPITAL MANAGEMENT INC	19,254	0.02%	$164K	-2,803 (-12.7%)
138	COMMERCE BANK	18,431	0.01%	$157K	—
139	EVENTIDE ASSET MANAGEMENT, LLC	17,474	0.01%	$148K	+2,495 (+16.7%)
140	M&T Bank Corp	17,472	0.01%	$149K	NEW
141	Integrated Wealth Concepts LLC	17,423	0.01%	$148K	-1,474 (-7.8%)
142	ProShare Advisors LLC	17,414	0.01%	$148K	-1,725 (-9.0%)
143	Canvas Wealth Advisors, LLC	17,335	0.01%	$148K	+185 (+1.1%)
144	Maryland State Retirement & Pension System	17,045	0.01%	$145K	—
145	Focus Partners Advisor Solutions, LLC	16,588	0.01%	$141K	-9,887 (-37.3%)
146	HB Wealth Management, LLC	16,546	0.01%	$141K	+4,140 (+33.4%)
147	STATE OF WISCONSIN INVESTMENT BOARD	16,253	0.01%	$138K	+5,218 (+47.3%)
148	CreativeOne Wealth, LLC	15,143	0.01%	$129K	+11 (+0.1%)
149	SRH ADVISORS, LLC	15,000	0.01%	$128K	—
150	KESTRA PRIVATE WEALTH SERVICES, LLC	14,848	0.01%	$126K	+46 (+0.3%)
151	Pictet Asset Management Holding SA	14,759	0.01%	$126K	—
152	Caprock Group, LLC	13,602	0.01%	$116K	+379 (+2.9%)
153	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	13,359	0.01%	$114K	-312 (-2.3%)
154	PDS Planning, Inc	13,319	0.01%	$113K	—
155	CIBC Asset Management Inc	13,164	0.01%	$112K	+727 (+5.8%)
156	Midwest Financial Group LLC	13,150	0.01%	$112K	-1,277 (-8.9%)
157	STRS OHIO	12,900	0.01%	$110K	+2,300 (+21.7%)
158	FIDELIS CAPITAL PARTNERS, LLC	12,810	0.01%	$109K	+676 (+5.6%)
159	PNC Financial Services Group, Inc.	12,735	0.01%	$108K	+125 (+1.0%)
160	Ensign Peak Advisors, Inc	12,618	0.01%	$107K	—
161	Krilogy Financial LLC	12,526	0.01%	$107K	-1,639 (-11.6%)
162	OSAIC HOLDINGS, INC.	12,463	0.01%	$106K	+283 (+2.3%)
163	Wealth Alliance Advisory Group, LLC	12,392	0.01%	$105K	—
164	GABELLI FUNDS LLC	12,300	0.01%	$105K	—
165	UMB Bank, n.a.	12,251	0.01%	$104K	+24 (+0.2%)
166	CoreFirst Bank & Trust	12,159	0.01%	$103K	+500 (+4.3%)
167	SYON CAPITAL LLC	12,159	0.01%	$103K	-8,109 (-40.0%)
168	DRW Securities, LLC	12,057	0.01%	$103K	NEW
169	CAXTON ASSOCIATES LLP	11,892	0.01%	$101K	—
170	XPONANCE LLC	11,766	0.01%	$100K	+593 (+5.3%)
171	OneAscent Investment Solutions LLC	11,675	0.01%	$99K	-482 (-4.0%)
172	GAMMA Investing LLC	11,595	0.01%	$99K	+2,733 (+30.8%)
173	Greenspring Advisors, LLC	11,488	0.01%	$98K	—
174	Perigon Wealth Management, LLC	11,140	0.01%	$95K	-488 (-4.2%)
175	Keating Financial Advisory Services, Inc.	11,009	0.01%	$94K	—
176	SeaCrest Wealth Management, LLC	11,000	0.01%	$94K	—
177	Sanctuary Advisors, LLC	10,831	0.01%	$92K	+379 (+3.6%)
178	CHOREO, LLC	10,805	0.01%	$92K	+54 (+0.5%)
179	NorthCrest Asset Manangement, LLC	10,726	0.01%	$91K	NEW
180	DNB Asset Management AS	10,697	0.01%	$91K	—
181	Pathstone Holdings, LLC	10,583	0.01%	$90K	—
182	Swiss Life Asset Management Ltd	10,520	0.01%	$90K	NEW
183	OneDigital Investment Advisors LLC	10,449	0.01%	$89K	+69 (+0.7%)
184	Ameritas Investment Partners, Inc.	10,295	0.01%	$88K	—
185	SG Americas Securities, LLC	10,253	0.01%	$87K	-17,208 (-62.7%)
186	Farther Finance Advisors, LLC	9,552	0.01%	$81K	-68 (-0.7%)
187	NISA INVESTMENT ADVISORS, LLC	9,201	0.01%	$78K	+7,624 (+483.4%)
188	ROYAL BANK OF CANADA	7,745	0.01%	$65K	+957 (+14.1%)
189	Pinnacle Wealth Planning Services, Inc.	7,561	0.01%	$64K	+22 (+0.3%)
190	Tower Research Capital LLC (TRC)	7,117	0.01%	$61K	-1,740 (-19.6%)
191	EverSource Wealth Advisors, LLC	6,792	0.01%	$58K	-2,584 (-27.6%)
192	Essential Partners LLC	4,909	0.00%	$42K	-6,304 (-56.2%)
193	IFS Advisors, LLC	4,442	0.00%	$38K	—
194	Allworth Financial LP	4,404	0.00%	$37K	+816 (+22.7%)
195	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	3,750	0.00%	$32K	NEW
196	MassMutual Private Wealth & Trust, FSB	3,672	0.00%	$31K	+434 (+13.4%)
197	Versant Capital Management, Inc	3,594	0.00%	$31K	—
198	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	2,943	0.00%	$25K	-11 (-0.4%)
199	Sterling Capital Management LLC	2,471	0.00%	$21K	-38,800 (-94.0%)
200	Elevated Capital Advisors, LLC	2,328	0.00%	$20K	+19 (+0.8%)
201	Trust Co	2,263	0.00%	$19K	+1,150 (+103.3%)
202	IFP Advisors, Inc	2,092	0.00%	$18K	-64 (-3.0%)
203	Aberdeen Wealth Management LLC	2,000	0.00%	$17K	NEW
204	Smartleaf Asset Management LLC	1,993	0.00%	$17K	—
205	BESSEMER GROUP INC	1,675	0.00%	$14K	—
206	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	1,268	0.00%	$11K	NEW
207	ROTHSCHILD INVESTMENT LLC	1,224	0.00%	$10K	+70 (+6.1%)
208	Optiver Holding B.V.	848	0.00%	$7K	+784 (+1225.0%)
209	Fortitude Family Office, LLC	828	0.00%	$7K	NEW
210	HUNTINGTON NATIONAL BANK	754	0.00%	$6K	NEW
211	GHP Investment Advisors, Inc.	615	0.00%	$5K	—
212	True Wealth Design, LLC	572	0.00%	$5K	-12 (-2.1%)
213	Aster Capital Management (DIFC) Ltd	517	0.00%	$4K	NEW
214	Cornerstone Financial Management LLC	466	0.00%	$4K	NEW
215	CENTRAL TRUST Co	452	0.00%	$4K	—
216	FARMERS & MERCHANTS INVESTMENTS INC	438	0.00%	$4K	—
217	LOS ANGELES CAPITAL MANAGEMENT LLC	420	0.00%	$4K	—
218	Quarry LP	407	0.00%	$3K	NEW
219	Larson Financial Group LLC	388	0.00%	$3K	+8 (+2.1%)
220	DELTA ASSET MANAGEMENT LLC/TN	375	0.00%	$3K	—
221	Salomon & Ludwin, LLC	363	0.00%	$3K	—
222	PICTON MAHONEY ASSET MANAGEMENT	328	0.00%	$3K	NEW
223	SJS Investment Consulting Inc.	295	0.00%	$3K	+179 (+154.3%)
224	Basecamp Wealth Advisors LLC	243	0.00%	$2K	+29 (+13.6%)
225	Institute for Wealth Management, LLC.	242	0.00%	$2K	NEW
226	Kilter Group LLC	223	0.00%	$2K	—
227	Atlantic Union Bankshares Corp	200	0.00%	$2K	—
228	Parkside Financial Bank & Trust	198	0.00%	$2K	—
229	SIGNATUREFD, LLC	190	0.00%	$2K	NEW
230	Cedar Mountain Advisors, LLC	190	0.00%	$2K	—
231	Physician Wealth Advisors, Inc.	175	0.00%	$1K	—
232	Capital Advisors, Ltd. LLC	149	0.00%	$1K	—
233	Covestor Ltd	125	0.00%	$1K	+34 (+37.4%)
234	Private Wealth Management Group, LLC	124	0.00%	$1K	—
235	Rockefeller Capital Management L.P.	111	0.00%	$945	-25 (-18.4%)
236	ASSETMARK, INC	84	0.00%	$715	—
237	FINANCIAL CONSULATE, INC	74	0.00%	$630	—
238	Clearstead Advisors, LLC	51	0.00%	$435	NEW
239	SBI Securities Co., Ltd.	37	0.00%	$315	—
240	Plante Moran Financial Advisors, LLC	26	0.00%	$221	NEW
241	Ankerstar Wealth, LLC	25	0.00%	$213	—
242	JFS WEALTH ADVISORS, LLC	24	0.00%	$205	NEW
243	Silver Grove Financial Group, Inc.	20	0.00%	$170	NEW
244	GILPIN WEALTH MANAGEMENT, LLC	8	0.00%	$69	—
245	Davis Capital Management	7	0.00%	$60	NEW
246	JPL Wealth Management, LLC	6	0.00%	$52	NEW
247	Dunhill Financial, LLC	2	0.00%	$18	—

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

Qube Research & Technologies Ltd	−471,248
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	−435,124
CWM, LLC	−191,431
ExodusPoint Capital Management, LP	−133,696
COMMONWEALTH EQUITY SERVICES, LLC	−75,240
JANUS HENDERSON GROUP PLC	−57,510
Emprise Bank	−57,000
Amundi	−52,051
Aigen Investment Management, LP	−47,625
MIRABELLA FINANCIAL SERVICES LLP	−47,608
Brooklyn Investment Group	−33,437
nVerses Capital, LLC	−22,672
HighTower Advisors, LLC	−20,028
Engineers Gate Manager LP	−19,953
EP Wealth Advisors, LLC	−17,975
Quinn Opportunity Partners LLC	−16,100
JOURNEY STRATEGIC WEALTH LLC	−15,856
MARSHALL WACE, LLP	−14,267
PharVision Advisers, LLC	−13,388
GTS SECURITIES LLC	−12,965
Hillsdale Investment Management Inc.	−11,540
COLDSTREAM CAPITAL MANAGEMENT INC	−11,267
IMA Advisory Services, Inc.	−1,358
MAI Capital Management	−1,071
Sound Income Strategies, LLC	−390

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	6,389,952	5%
HoldCo Asset Management, LP	SCHEDULE 13D	2026-05-05	2026-04-28	6,466,059	5.1%
HoldCo Opportunities Fund V, L.P.	SCHEDULE 13D	2026-05-05	2026-04-28	6,466,059	5.1%
Vikaran Ghei	SCHEDULE 13D	2026-05-05	2026-04-28	6,466,059	5.1%
VM GP II LLC	SCHEDULE 13D	2026-05-05	2026-04-28	6,466,059	5.1%
VM GP X LLC	SCHEDULE 13D	2026-05-05	2026-04-28	6,466,059	5.1%
Zaitzeff Michael	SCHEDULE 13D	2026-05-05	2026-04-28	6,466,059	5.1%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-29	2026-03-31	6,776,611	5.21%
Dimensional Fund Advisors LP	SCHEDULE 13G	2026-04-09	2026-03-31	6,790,130	5.2%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
BlackRock, Inc.	SCHEDULE 13G	2025-07-17	2025-06-30	17,580,461	13.2%
T. Rowe Price Investment Management, Inc.	SCHEDULE 13G/A	2025-05-14	2025-03-31	6,593,678	5%

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.