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.

Chefs' Warehouse, Inc.

CIK 0001517175CHEF· quarter ending 2026-06-30

Shares outstanding

40,796,083

as of 2026-07-24 · 10-Q cover page, filed 2026-07-29

Held by 13F filers

40,192,699

98.5% of shares outstanding

Holders

288

+38 vs 2026-03-31 · 70 new, 32 exited

Value

$3.8B

shares +0.1% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-07-29, as of 2026-07-24)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	CHEF · NASDAQ	40,796,083	40,192,699	98.5%	288	163086101

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
	163086101	COM	288	40,192,699	40,796,083	98.5%	$3.8B	3 call / 4 put	13DG	holders →
	163086AE1	NOTE 2.375%12/1not common	37	581,976 $268.0M principal	—	—	$649.7M	—	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. 1 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 288 · 163086101)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	6,039,964	14.81%	$580.4M	+251,995 (+4.4%)
2	WELLINGTON MANAGEMENT GROUP LLP	2,390,951	5.86%	$229.8M	-978,651 (-29.0%)
3	VANGUARD CAPITAL MANAGEMENT LLC	1,621,521	3.97%	$155.8M	+3,629 (+0.2%)
4	JPMORGAN CHASE & CO	1,557,862	3.82%	$148.6M	-325,218 (-17.3%)
5	STATE STREET CORP	1,507,277	3.69%	$144.8M	+96,374 (+6.8%)
6	VICTORY CAPITAL MANAGEMENT INC	1,354,101	3.32%	$130.1M	-356,781 (-20.9%)
7	ALLIANCEBERNSTEIN L.P.	1,075,880	2.64%	$64.0M	-155,678 (-12.6%)
8	VANGUARD PORTFOLIO MANAGEMENT LLC	1,000,925	2.45%	$96.2M	+52,703 (+5.6%)
9	DIMENSIONAL FUND ADVISORS LP	992,743	2.43%	$95.4M	+15,279 (+1.6%)
10	GEODE CAPITAL MANAGEMENT, LLC	963,665	2.36%	$92.6M	+57,374 (+6.3%)
11	FMR LLC	948,054	2.32%	$91.1M	+96,639 (+11.4%)
12	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	943,154	2.31%	$90.6M	-233,548 (-19.8%)
13	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	898,627	2.20%	$86.4M	-389,538 (-30.2%)
14	Invesco Ltd.	815,554	2.00%	$78.4M	-219,599 (-21.2%)
15	Select Equity Group, L.P.	765,435	1.88%	$73.6M	+213,749 (+38.7%)
16	D. E. Shaw & Co., Inc.	664,493	1.63%	$63.9M	+359,569 (+117.9%)
17	KENNEDY CAPITAL MANAGEMENT LLC	652,042	1.60%	$62.7M	-25,596 (-3.8%)
18	JENNISON ASSOCIATES LLC	577,047	1.41%	$55.5M	-35,489 (-5.8%)
19	Thrivent Financial for Lutherans	531,461	1.30%	$51.1M	+373,202 (+235.8%)
20	FEDERATED HERMES, INC.	508,907	1.25%	$48.9M	+30 (+0.0%)
21	NORTHERN TRUST CORP	493,545	1.21%	$47.4M	+36,948 (+8.1%)
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	443,298	1.09%	$42.6M	+8,766 (+2.0%)
23	AMERIPRISE FINANCIAL INC	440,161	1.08%	$42.3M	+290,546 (+194.2%)
24	VOYA INVESTMENT MANAGEMENT LLC	421,969	1.03%	$40.6M	+402,344 (+2050.2%)
25	GOLDMAN SACHS GROUP INC	416,839	1.02%	$40.1M	-205,546 (-33.0%)
26	MORGAN STANLEY	402,233	0.99%	$38.7M	-388,856 (-49.2%)
27	TimesSquare Capital Management, LLC	391,460	0.96%	$37.6M	-29,798 (-7.1%)
28	First Eagle Investment Management, LLC	363,038	0.89%	$34.9M	+195,566 (+116.8%)
29	Capital Research Global Investors	347,104	0.85%	$33.4M	NEW
30	Artisan Partners Limited Partnership	334,734	0.82%	$32.2M	NEW
31	Nuveen, LLC	328,043	0.80%	$31.5M	-12,963 (-3.8%)
32	Woodline Partners LP	304,909	0.75%	$29.3M	-251,019 (-45.2%)
33	BANK OF MONTREAL /CAN/	292,488	0.72%	$28.1M	+121,565 (+71.1%)
34	MANUFACTURERS LIFE INSURANCE COMPANY, THE	291,465	0.71%	$28.0M	+274,259 (+1594.0%)
35	ROYAL BANK OF CANADA	282,188	0.69%	$27.1M	-50,203 (-15.1%)
36	JANE STREET GROUP, LLC	272,189	0.67%	$26.2M	+216,224 (+386.4%)
37	VANGUARD FIDUCIARY TRUST CO	260,865	0.64%	$25.1M	+8,209 (+3.2%)
38	SCHRODER INVESTMENT MANAGEMENT GROUP	249,726	0.61%	$23.8M	+13,118 (+5.5%)
39	BNP PARIBAS FINANCIAL MARKETS	244,697	0.60%	$23.5M	+113,402 (+86.4%)
40	WCM INVESTMENT MANAGEMENT, LLC	235,895	0.58%	$22.5M	-99,583 (-29.7%)
41	BANK OF AMERICA CORP /DE/	234,486	0.57%	$22.5M	-150,952 (-39.2%)
42	Bank of New York Mellon Corp	230,130	0.56%	$22.1M	+5,411 (+2.4%)
43	NEW YORK STATE COMMON RETIREMENT FUND	226,253	0.55%	$21.7M	+26,685 (+13.4%)
44	PRINCIPAL FINANCIAL GROUP INC	225,452	0.55%	$21.7M	-1,292 (-0.6%)
45	UBS Group AG	222,914	0.55%	$21.4M	-79,341 (-26.2%)
46	AMERICAN CENTURY COMPANIES INC	216,917	0.53%	$20.8M	+95,065 (+78.0%)
47	BARCLAYS PLC	212,927	0.52%	$20.5M	-12,602 (-5.6%)
48	Aberdeen Group plc	197,101	0.48%	$18.9M	-16,473 (-7.7%)
49	NEUBERGER BERMAN GROUP LLC	196,882	0.48%	$18.9M	+32,464 (+19.7%)
50	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	194,636	0.48%	$18.7M	NEW
51	Pictet Asset Management Holding SA	186,851	0.46%	$18.0M	-41,217 (-18.1%)
52	SILVERCREST ASSET MANAGEMENT GROUP LLC	173,610	0.43%	$16.7M	-90,994 (-34.4%)
53	BESSEMER GROUP INC	169,700	0.42%	$16.3M	-61,481 (-26.6%)
54	PRUDENTIAL FINANCIAL INC	169,651	0.42%	$16.3M	+132,641 (+358.4%)
55	Allspring Global Investments Holdings, LLC	150,827	0.37%	$14.4M	+42,136 (+38.8%)
56	MILLENNIUM MANAGEMENT LLC	146,697	0.36%	$14.1M	+103,110 (+236.6%)
57	Penn Capital Management Company, LLC	137,839	0.34%	$13.3M	-131,380 (-48.8%)
58	WASATCH ADVISORS LP	127,951	0.31%	$12.3M	-145,295 (-53.2%)
59	Lighthouse Investment Partners, LLC	124,727	0.31%	$12.0M	NEW
60	Public Sector Pension Investment Board	124,636	0.31%	$12.0M	-4,896 (-3.8%)
61	CITIGROUP INC	124,204	0.30%	$11.9M	+101,710 (+452.2%)
62	Russell Investments Group, Ltd.	123,728	0.30%	$11.9M	-5,182 (-4.0%)
63	LORD, ABBETT & CO. LLC	117,812	0.29%	$11.3M	+9,123 (+8.4%)
64	STATE OF WISCONSIN INVESTMENT BOARD	111,155	0.27%	$10.7M	-23,662 (-17.6%)
65	FIRST TRUST ADVISORS LP	106,870	0.26%	$10.3M	-13,916 (-11.5%)
66	Nicholas Investment Partners, LP	104,457	0.26%	$10.0M	+13,553 (+14.9%)
67	Universal- Beteiligungs- und Servicegesellschaft mbH	98,817	0.24%	$9.5M	-25,175 (-20.3%)
68	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	96,443	0.24%	$9.3M	+57,540 (+147.9%)
69	Granahan Investment Management, LLC	93,187	0.23%	$9.0M	-21,412 (-18.7%)
70	RHUMBLINE ADVISERS	87,008	0.21%	$8.4M	-9,180 (-9.5%)
71	Legal & General Group Plc	84,564	0.21%	$8.1M	+1,542 (+1.9%)
72	Summit Creek Advisors LLC	80,970	0.20%	$7.8M	-72,802 (-47.3%)
73	SEI INVESTMENTS CO	77,466	0.19%	$7.4M	-44,518 (-36.5%)
74	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	76,846	0.19%	$7.4M	-3,162 (-4.0%)
75	Granite Investment Partners, LLC	76,389	0.19%	$7.3M	-38 (-0.0%)
76	Swiss National Bank	73,700	0.18%	$7.1M	+1,300 (+1.8%)
77	Informed Momentum Co LLC	70,932	0.17%	$6.8M	NEW
78	WELLS FARGO & COMPANY/MN	70,562	0.17%	$6.8M	+38,254 (+118.4%)
79	DEUTSCHE BANK AG\	67,659	0.17%	$6.5M	+7,545 (+12.6%)
80	Welch & Forbes LLC	65,255	0.16%	$6.3M	+1,000 (+1.6%)
81	RENAISSANCE TECHNOLOGIES LLC	63,749	0.16%	$6.1M	NEW
82	PRICE T ROWE ASSOCIATES INC /MD/	59,488	0.15%	$5.7M	+8,527 (+16.7%)
83	OBERWEIS ASSET MANAGEMENT INC/	57,544	0.14%	$5.5M	NEW
84	Numerai GP LLC	55,847	0.14%	$5.4M	+49,654 (+801.8%)
85	Aristotle Capital Boston, LLC	55,295	0.14%	$5.3M	-9,723 (-15.0%)
86	LAZARD ASSET MANAGEMENT LLC	52,096	0.13%	$5.0M	-14,857 (-22.2%)
87	STIFEL FINANCIAL CORP	49,625	0.12%	$4.8M	-1,052 (-2.1%)
88	CITADEL ADVISORS LLC	46,330	0.11%	$4.5M	NEW
89	B. Metzler seel. Sohn & Co. AG	44,597	0.11%	$4.3M	-16,968 (-27.6%)
90	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	43,264	0.11%	$4.2M	-1,142 (-2.6%)
91	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	42,578	0.10%	$4.1M	-355 (-0.8%)
92	Quantbot Technologies LP	38,695	0.09%	$3.7M	+34,611 (+847.5%)
93	Holocene Advisors, LP	38,072	0.09%	$3.7M	NEW
94	ALGERT GLOBAL LLC	37,777	0.09%	$3.6M	-8,260 (-17.9%)
95	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	37,083	0.09%	$3.6M	-2,875 (-7.2%)
96	Susquehanna Portfolio Strategies, LLC	35,990	0.09%	$3.5M	+5,874 (+19.5%)
97	RAYMOND JAMES FINANCIAL INC	34,485	0.08%	$3.3M	+10,116 (+41.5%)
98	PDT Partners, LLC	34,082	0.08%	$3.3M	—
99	Odyssean, LLC	32,758	0.08%	$3.1M	+9,074 (+38.3%)
100	Aquatic Capital Management LLC	29,197	0.07%	$2.8M	NEW
101	CANADA LIFE ASSURANCE Co	28,648	0.07%	$2.8M	-603 (-2.1%)
102	NFJ INVESTMENT GROUP, LLC	28,559	0.07%	$2.7M	-13,642 (-32.3%)
103	ExodusPoint Capital Management, LP	28,033	0.07%	$2.7M	NEW
104	Quantinno Capital Management LP	27,894	0.07%	$2.7M	+4,794 (+20.8%)
105	VANGUARD ASSET MANAGEMENT, Ltd	26,259	0.06%	$2.5M	+2,051 (+8.5%)
106	TUDOR INVESTMENT CORP ET AL	25,337	0.06%	$2.4M	NEW
107	Dana Investment Advisors, Inc.	25,086	0.06%	$2.4M	NEW
108	TEACHER RETIREMENT SYSTEM OF TEXAS	23,869	0.06%	$2.3M	+13,545 (+131.2%)
109	ZACKS INVESTMENT MANAGEMENT	23,045	0.06%	$2.2M	NEW
110	Oliver Luxxe Assets LLC	22,466	0.06%	$2.2M	-18,337 (-44.9%)
111	Vestmark Advisory Solutions, Inc.	22,379	0.05%	$2.2M	-1,252 (-5.3%)
112	ENVESTNET ASSET MANAGEMENT INC	22,050	0.05%	$2.1M	+17,233 (+357.8%)
113	MetLife Investment Management, LLC	21,640	0.05%	$2.1M	+1,601 (+8.0%)
114	Expect Equity LLC	21,048	0.05%	$2.0M	-4,770 (-18.5%)
115	BOOTHBAY FUND MANAGEMENT, LLC	20,329	0.05%	$2.0M	NEW
116	Ancora Advisors LLC	17,917	0.04%	$1.7M	—
117	GREAT LAKES ADVISORS, LLC	17,762	0.04%	$1.7M	-12,092 (-40.5%)
118	AQR CAPITAL MANAGEMENT LLC	17,687	0.04%	$1.7M	+3,162 (+21.8%)
119	Jackson Creek Investment Advisors LLC	17,653	0.04%	$2.0M	-6,867 (-28.0%)
120	INTECH INVESTMENT MANAGEMENT LLC	17,252	0.04%	$1.7M	+8,436 (+95.7%)
121	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	17,154	0.04%	$1.6M	+46 (+0.3%)
122	Legato Capital Management LLC	17,111	0.04%	$1.6M	+1,786 (+11.7%)
123	Illinois Municipal Retirement Fund	17,097	0.04%	$1.6M	-3,191 (-15.7%)
124	Creative Planning	16,814	0.04%	$1.6M	+5,193 (+44.7%)
125	KEYBANK NATIONAL ASSOCIATION/OH	15,967	0.04%	$1.5M	-1,352 (-7.8%)
126	Louisiana State Employees Retirement System	15,900	0.04%	$1.5M	-200 (-1.2%)
127	FORA Capital, LLC	15,800	0.04%	$1.5M	NEW
128	Zurcher Kantonalbank (Zurich Cantonalbank)	15,798	0.04%	$1.5M	+5,542 (+54.0%)
129	State of New Jersey Common Pension Fund D	14,970	0.04%	$1.4M	NEW
130	Jupiter Topco LLC	14,800	0.04%	$1.4M	NEW
131	COOKSON PEIRCE & CO INC	14,619	0.04%	$1.4M	NEW
132	Handelsbanken Fonder AB	14,400	0.04%	$1.4M	—
133	HSBC HOLDINGS PLC	14,327	0.04%	$1.4M	-15,913 (-52.6%)
134	Vanguard Global Advisers, LLC	13,861	0.03%	$1.3M	-440 (-3.1%)
135	Polymer Capital Management (HK) LTD	13,400	0.03%	$1.3M	NEW
136	NATIXIS ADVISORS, LLC	13,243	0.03%	$1.3M	NEW
137	GUGGENHEIM CAPITAL LLC	13,182	0.03%	$1.3M	+7,928 (+150.9%)
138	EXCHANGE TRADED CONCEPTS, LLC	12,712	0.03%	$1.2M	-192 (-1.5%)
139	VIRGINIA RETIREMENT SYSTEMS ET Al	12,700	0.03%	$1.2M	+4,400 (+53.0%)
140	MARSHALL WACE, LLP	12,453	0.03%	$1.2M	-841 (-6.3%)
141	Corient Private Wealth LP	12,090	0.03%	$1.2M	-572 (-4.5%)
142	ARGENT CAPITAL MANAGEMENT LLC	12,066	0.03%	$1.2M	+2,878 (+31.3%)
143	State of Alaska, Department of Revenue	11,952	0.03%	$1.1M	-5,923 (-33.1%)
144	Police & Firemen's Retirement System of New Jersey	10,986	0.03%	$1.1M	+1,317 (+13.6%)
145	FIFTH THIRD BANCORP	10,656	0.03%	$1.0M	-673 (-5.9%)
146	Tidal Investments LLC	10,330	0.03%	$993K	NEW
147	Sterling Capital Management LLC	10,320	0.03%	$992K	-4,180 (-28.8%)
148	FOX RUN MANAGEMENT, L.L.C.	10,169	0.02%	$977K	NEW
149	PARK AVENUE SECURITIES LLC	10,169	0.02%	$977K	NEW
150	ARIZONA STATE RETIREMENT SYSTEM	10,127	0.02%	$973K	+70 (+0.7%)
151	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	10,027	0.02%	$964K	—
152	State of Tennessee, Department of Treasury	9,822	0.02%	$944K	+2,034 (+26.1%)
153	AMALGAMATED BANK	9,775	0.02%	$939K	-657 (-6.3%)
154	Janney Montgomery Scott LLC	9,714	0.02%	$934K	+5,780 (+146.9%)
155	Squarepoint Ops LLC	9,697	0.02%	$932K	+389 (+4.2%)
156	YOUSIF CAPITAL MANAGEMENT, LLC	9,674	0.02%	$930K	+56 (+0.6%)
157	HighTower Advisors, LLC	9,641	0.02%	$926K	-926 (-8.8%)
158	KLP KAPITALFORVALTNING AS	9,300	0.02%	$894K	+1,300 (+16.3%)
159	Vanguard Investments Australia, Ltd.	9,139	0.02%	$878K	—
160	Empowered Funds, LLC	8,816	0.02%	$847K	+4,187 (+90.5%)
161	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	8,606	0.02%	$827K	-349 (-3.9%)
162	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	8,316	0.02%	$799K	+78 (+0.9%)
163	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	7,242	0.02%	$696K	-6,539 (-47.4%)
164	Yorktown Management & Research Co Inc	7,050	0.02%	$678K	—
165	JONES FINANCIAL COMPANIES LLLP	6,104	0.01%	$585K	+4,065 (+199.4%)
166	Steward Partners Investment Advisory, LLC	6,068	0.01%	$583K	-22 (-0.4%)
167	XTX Topco Ltd	6,046	0.01%	$581K	-12,257 (-67.0%)
168	Amundi	5,619	0.01%	$540K	-854 (-13.2%)
169	EVERGREEN CAPITAL MANAGEMENT LLC	5,468	0.01%	$525K	NEW
170	Maryland State Retirement & Pension System	5,309	0.01%	$510K	+40 (+0.8%)
171	ProShare Advisors LLC	5,304	0.01%	$510K	-369 (-6.5%)
172	EntryPoint Capital, LLC	5,194	0.01%	$499K	NEW
173	Premier Fund Managers Ltd	4,988	0.01%	$476K	-868 (-14.8%)
174	Vontobel Holding Ltd.	4,808	0.01%	$462K	—
175	Verdence Capital Advisors LLC	4,713	0.01%	$453K	-118 (-2.4%)
176	CAPTRUST FINANCIAL ADVISORS	4,286	0.01%	$412K	+869 (+25.4%)
177	MIRABELLA FINANCIAL SERVICES LLP	4,189	0.01%	$403K	NEW
178	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	4,156	0.01%	$399K	+12 (+0.3%)
179	CIBC Bancorp USA Inc.	4,119	0.01%	$396K	NEW
180	Ethic Inc.	4,040	0.01%	$388K	NEW
181	GLOBEFLEX CAPITAL L P	3,901	0.01%	$375K	—
182	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	3,831	0.01%	$368K	+83 (+2.2%)
183	FRANKLIN RESOURCES INC	3,813	0.01%	$366K	+957 (+33.5%)
184	XPONANCE LLC	3,765	0.01%	$362K	+281 (+8.1%)
185	Jefferies Financial Group Inc.	3,748	0.01%	$360K	NEW
186	Crestwood Advisors Group, LLC	3,672	0.01%	$353K	+23 (+0.6%)
187	Ensign Peak Advisors, Inc	3,658	0.01%	$352K	-850 (-18.9%)
188	LPL Financial LLC	3,646	0.01%	$350K	-13,215 (-78.4%)
189	MERCER GLOBAL ADVISORS INC /ADV	3,594	0.01%	$345K	NEW
190	Cetera Investment Advisers	3,592	0.01%	$345K	NEW
191	Storgate, LLC	3,466	0.01%	$333K	NEW
192	Jump Financial, LLC	3,395	0.01%	$326K	NEW
193	Ameritas Investment Partners, Inc.	3,380	0.01%	$325K	+332 (+10.9%)
194	Harbour Capital Advisors, LLC	3,375	0.01%	$323K	NEW
195	Entropy Technologies, LP	3,173	0.01%	$305K	NEW
196	Voleon Capital Management LP	3,133	0.01%	$301K	NEW
197	Ascentis Wealth Management, LLC	3,104	0.01%	$298K	—
198	Park Capital Management, LLC / WI	3,072	0.01%	$295K	NEW
199	VISTA FINANCE, LLC	2,802	0.01%	$269K	NEW
200	Crossmark Global Holdings, Inc.	2,767	0.01%	$266K	NEW
201	Atria Investments, Inc	2,762	0.01%	$265K	NEW
202	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2,694	0.01%	$259K	-22,064 (-89.1%)
203	Sanctuary Advisors, LLC	2,626	0.01%	$252K	NEW
204	Tower Research Capital LLC (TRC)	2,626	0.01%	$252K	-3,276 (-55.5%)
205	Net Worth Advisory Group	2,555	0.01%	$246K	NEW
206	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	2,530	0.01%	$243K	NEW
207	Penserra Capital Management LLC	2,485	0.01%	$238K	NEW
208	Swiss Life Asset Management Ltd	2,466	0.01%	$237K	NEW
209	GAMMA Investing LLC	2,444	0.01%	$235K	-28 (-1.1%)
210	DNB Asset Management AS	2,438	0.01%	$234K	NEW
211	PNC Financial Services Group, Inc.	2,415	0.01%	$232K	+263 (+12.2%)
212	Vanguard Personalized Indexing Management, LLC	2,404	0.01%	$231K	NEW
213	HB Wealth Management, LLC	2,310	0.01%	$222K	NEW
214	OPPENHEIMER ASSET MANAGEMENT INC.	2,165	0.01%	$208K	NEW
215	Pinnacle Wealth Planning Services, Inc.	2,110	0.01%	$203K	-58 (-2.7%)
216	State of Wyoming	2,042	0.01%	$196K	-1,214 (-37.3%)
217	US BANCORP \DE\	1,916	0.00%	$184K	+39 (+2.1%)
218	SG Americas Securities, LLC	1,496	0.00%	$144K	-18,172 (-92.4%)
219	KBC Group NV	1,433	0.00%	$138K	—
220	Nykredit A/S	1,245	0.00%	$120K	NEW
221	SIMPLEX TRADING, LLC	1,237	0.00%	$119K	+1,109 (+866.4%)
222	Covestor Ltd	1,161	0.00%	$112K	+233 (+25.1%)
223	Rockefeller Capital Management L.P.	956	0.00%	$92K	+166 (+21.0%)
224	STRS OHIO	900	0.00%	$86K	NEW
225	NISA INVESTMENT ADVISORS, LLC	840	0.00%	$81K	+194 (+30.0%)
226	Parallel Advisors, LLC	803	0.00%	$77K	-123 (-13.3%)
227	Arax Advisory Partners	778	0.00%	$75K	+570 (+274.0%)
228	HANTZ FINANCIAL SERVICES, INC.	757	0.00%	$73K	+38 (+5.3%)
229	Bayforest Capital Ltd	716	0.00%	$69K	+451 (+170.2%)
230	OSAIC HOLDINGS, INC.	714	0.00%	$69K	-838 (-54.0%)
231	Harvest Fund Management Co., Ltd	635	0.00%	$61K	-2,198 (-77.6%)
232	SIGNATUREFD, LLC	613	0.00%	$59K	+41 (+7.2%)
233	Center for Financial Planning, Inc.	550	0.00%	$53K	—
234	Global Retirement Partners, LLC	502	0.00%	$48K	NEW
235	UMB Bank, n.a.	498	0.00%	$48K	+305 (+158.0%)
236	Versant Capital Management, Inc	484	0.00%	$47K	+16 (+3.4%)
237	CoreCap Advisors, LLC	482	0.00%	$46K	+2 (+0.4%)
238	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	472	0.00%	$45K	-189 (-28.6%)
239	Farther Finance Advisors, LLC	428	0.00%	$41K	+11 (+2.6%)
240	LANARK FINANCIAL, INC.	399	0.00%	$38K	NEW
241	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	353	0.00%	$34K	+30 (+9.3%)
242	HUNTINGTON NATIONAL BANK	347	0.00%	$33K	+207 (+147.9%)
243	Kemnay Advisory Services Inc.	327	0.00%	$31K	-1,725 (-84.1%)
244	Optiver Holding B.V.	322	0.00%	$31K	+253 (+366.7%)
245	Cullen/Frost Bankers, Inc.	303	0.00%	$29K	NEW
246	Salomon & Ludwin, LLC	298	0.00%	$28K	—
247	Fortitude Family Office, LLC	256	0.00%	$25K	—
248	HARBOR CAPITAL ADVISORS, INC.	201	0.00%	$19K	—
249	Smartleaf Asset Management LLC	183	0.00%	$17K	—
250	EverSource Wealth Advisors, LLC	179	0.00%	$17K	+32 (+21.8%)

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

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	−172,040
HENNESSY ADVISORS INC	−155,598
Masterton Capital Management, LP	−122,375
Darwins River Capital, LP	−76,667
Trexquant Investment LP	−57,728
Graham Capital Management, L.P.	−25,983
Man Group plc	−21,863
Brooklyn Investment Group	−20,768
Dynamic Technology Lab Private Ltd	−15,620
JANUS HENDERSON GROUP PLC	−14,800
Assenagon Asset Management S.A.	−9,610
Walleye Capital LLC	−7,644
OPPENHEIMER & CO INC	−5,889
Cambridge Investment Research Advisors, Inc.	−5,491
INCEPTIONR LLC	−5,383
Massar Capital Management, LP	−3,814
Jain Global LLC	−3,776
CWM, LLC	−1,984
Freestone Grove Partners LP	−1,461
Caitong International Asset Management Co., Ltd	−728
QUADRANT CAPITAL GROUP LLC	−462
Sound Income Strategies, LLC	−104
TWIN PEAKS WEALTH ADVISORS, LLC	−41
Morton Brown Family Wealth, LLC	−32
Federation des caisses Desjardins du Quebec	−24

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
Wellington Group Holdings LLP	SCHEDULE 13G/A	2026-08-13	2026-06-30	2,390,951	5.9%
Wellington Investment Advisors Holdings LLP	SCHEDULE 13G/A	2026-08-13	2026-06-30	2,390,951	5.9%
Wellington Management Group LLP	SCHEDULE 13G/A	2026-08-13	2026-06-30	2,390,951	5.9%
Wellington Management Company LLP	SCHEDULE 13G/A	2026-05-15	2026-03-31	3,369,602	7%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
Ameriprise Financial, Inc.	SCHEDULE 13G/A	2025-11-14	2025-09-30	1,636,042	4%
AllianceBernstein L.P.	SCHEDULE 13G/A	2025-05-14	2025-03-31	1,078,934	2.6%
GREENHOUSE FUNDS LLLP	SCHEDULE 13G/A	2025-05-14	2025-03-31	1,598,670	3.9%
GREENHOUSE GP LLC	SCHEDULE 13G/A	2025-05-14	2025-03-31	1,598,670	3.9%
JOSEPH MILANO	SCHEDULE 13G/A	2025-05-14	2025-03-31	1,598,670	3.9%
BlackRock, Inc.	SCHEDULE 13G/A	2025-02-06	2024-12-31	5,323,776	13.2%

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.