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.

Triumph Financial, Inc.

CIK 0001539638TFINTFIN-P· quarter ending 2026-06-30

Shares outstanding

23,894,537

as of 2026-07-17 · 10-Q cover page, filed 2026-07-21

Held by 13F filers

23,228,668

97.2% of shares outstanding

Holders

231

+15 vs 2026-03-31 · 40 new, 25 exited

Value

$1.8B

shares -3.9% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-07-21, as of 2026-07-17)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	TFIN · CHX	23,894,537	23,228,668	97.2%	231	89679E300

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
	89679E300	COM	231	23,228,668	23,894,537	97.2%	$1.8B	6 call / 6 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. 2 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (231 of 231 · 89679E300)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	3,394,337	14.21%	$259.0M	+86,351 (+2.6%)
2	STATE STREET CORP	1,472,643	6.16%	$112.4M	+20,530 (+1.4%)
3	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	1,423,285	5.96%	$108.6M	-541,290 (-27.6%)
4	AltraVue Capital, LLC	1,404,817	5.88%	$107.2M	-26,900 (-1.9%)
5	Thrivent Financial for Lutherans	1,300,194	5.44%	$99.2M	-39,182 (-2.9%)
6	VANGUARD CAPITAL MANAGEMENT LLC	1,019,619	4.27%	$77.8M	+20,731 (+2.1%)
7	VANGUARD PORTFOLIO MANAGEMENT LLC	898,978	3.76%	$68.6M	+25,394 (+2.9%)
8	DIMENSIONAL FUND ADVISORS LP	839,369	3.51%	$64.1M	+7,223 (+0.9%)
9	BARROW HANLEY MEWHINNEY & STRAUSS LLC	642,731	2.69%	$49.0M	-120,485 (-15.8%)
10	CITADEL ADVISORS LLC	614,081	2.57%	$46.9M	-1,524 (-0.2%)
11	AMERICAN CENTURY COMPANIES INC	586,991	2.46%	$44.8M	+108,540 (+22.7%)
12	FRONTIER CAPITAL MANAGEMENT CO LLC	584,333	2.45%	$44.6M	-60,444 (-9.4%)
13	GEODE CAPITAL MANAGEMENT, LLC	579,887	2.43%	$44.3M	+33,028 (+6.0%)
14	Diamond Hill Capital Management, LLC (Investment Advisor)	508,548	2.13%	$38.8M	-30,279 (-5.6%)
15	BANK OF AMERICA CORP /DE/	501,324	2.10%	$38.3M	+41,236 (+9.0%)
16	Ranger Investment Management, L.P.	483,810	2.02%	$36.9M	-39,441 (-7.5%)
17	INVESTMENT MANAGEMENT ASSOCIATES INC /ADV	353,851	1.48%	$27.0M	-151 (-0.0%)
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	291,556	1.22%	$22.2M	+348 (+0.1%)
19	NORTHERN TRUST CORP	236,195	0.99%	$18.0M	-2,005 (-0.8%)
20	MORGAN STANLEY	233,834	0.98%	$17.8M	-102,579 (-30.5%)
21	GOLDMAN SACHS GROUP INC	209,339	0.88%	$16.0M	-58,958 (-22.0%)
22	WELLS FARGO & COMPANY/MN	202,006	0.85%	$15.4M	+7,057 (+3.6%)
23	PEREGRINE CAPITAL MANAGEMENT LLC	171,188	0.72%	$13.1M	-8,734 (-4.9%)
24	EARNEST PARTNERS LLC	171,003	0.72%	$13.0M	+16,704 (+10.8%)
25	Hodges Capital Management Inc.	162,265	0.68%	$12.4M	+93,300 (+135.3%)
26	Russell Investments Group, Ltd.	158,925	0.67%	$12.1M	+5,850 (+3.8%)
27	VANGUARD FIDUCIARY TRUST CO	156,168	0.65%	$11.9M	+4,671 (+3.1%)
28	FIRST SABREPOINT CAPITAL MANAGEMENT LP	155,000	0.65%	$11.8M	+44,341 (+40.1%)
29	Legato Capital Management LLC	132,714	0.56%	$10.1M	—
30	AMERIPRISE FINANCIAL INC	131,509	0.55%	$10.0M	+28,375 (+27.5%)
31	NEW YORK STATE COMMON RETIREMENT FUND	129,121	0.54%	$9.9M	+1,400 (+1.1%)
32	NFC Investments, LLC	127,238	0.53%	$9.7M	-295 (-0.2%)
33	Bank of New York Mellon Corp	125,462	0.53%	$9.6M	+3,249 (+2.7%)
34	MARSHALL WACE, LLP	123,375	0.52%	$9.4M	-50,270 (-28.9%)
35	BANC FUNDS CO LLC	117,136	0.49%	$8.9M	—
36	ENVESTNET ASSET MANAGEMENT INC	111,417	0.47%	$8.5M	+5,098 (+4.8%)
37	PRINCIPAL FINANCIAL GROUP INC	109,951	0.46%	$8.4M	-221 (-0.2%)
38	ArrowMark Colorado Holdings LLC	107,836	0.45%	$8.2M	—
39	CITIGROUP INC	107,207	0.45%	$8.2M	+2,838 (+2.7%)
40	JACOBS ASSET MANAGEMENT, LLC	93,217	0.39%	$7.1M	-24,283 (-20.7%)
41	UBS Group AG	92,470	0.39%	$7.1M	-177,295 (-65.7%)
42	HRT FINANCIAL LP	91,420	0.38%	$7.0M	NEW
43	EIGHT 31 FINANCIAL, LLC	89,525	0.37%	$6.8M	—
44	Philadelphia Financial Management of San Francisco, LLC	81,781	0.34%	$6.2M	-28,746 (-26.0%)
45	TUDOR INVESTMENT CORP ET AL	81,443	0.34%	$6.2M	+40,938 (+101.1%)
46	Cinctive Capital Management LP	78,423	0.33%	$6.0M	NEW
47	Public Sector Pension Investment Board	77,607	0.32%	$5.9M	-3,305 (-4.1%)
48	ROYAL BANK OF CANADA	76,403	0.32%	$5.8M	+14,874 (+24.2%)
49	Lighthouse Investment Partners, LLC	76,078	0.32%	$5.8M	NEW
50	Hudson Bay Capital Management LP	72,500	0.30%	$5.5M	+47,736 (+192.8%)
51	Sippican Capital Advisors	70,198	0.29%	$5.4M	-225 (-0.3%)
52	VOLORIDGE INVESTMENT MANAGEMENT, LLC	68,384	0.29%	$5.2M	-25,231 (-27.0%)
53	Invesco Ltd.	66,480	0.28%	$5.1M	-5,322 (-7.4%)
54	SEI INVESTMENTS CO	65,151	0.27%	$5.0M	-32,664 (-33.4%)
55	Nuveen, LLC	64,022	0.27%	$4.9M	+14,258 (+28.7%)
56	RHUMBLINE ADVISERS	57,465	0.24%	$4.4M	-5,746 (-9.1%)
57	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	55,399	0.23%	$4.2M	-2,124 (-3.7%)
58	Womack Financial LLC	52,381	0.22%	$4.0M	+626 (+1.2%)
59	SG Americas Securities, LLC	50,877	0.21%	$3.9M	+34,834 (+217.1%)
60	Legal & General Group Plc	50,188	0.21%	$3.8M	-111 (-0.2%)
61	Empirical Capital Management, LLC	50,001	0.21%	$3.8M	+19,551 (+64.2%)
62	Orchard Capital Management, LLC	49,633	0.21%	$3.8M	+14,812 (+42.5%)
63	Swiss National Bank	45,300	0.19%	$3.5M	+800 (+1.8%)
64	FIFTH THIRD BANCORP	44,804	0.19%	$3.4M	+4,604 (+11.5%)
65	LPL Financial LLC	44,381	0.19%	$3.4M	-173 (-0.4%)
66	Financial Gravity Companies, Inc.	41,557	0.17%	$3.2M	NEW
67	Universal- Beteiligungs- und Servicegesellschaft mbH	40,802	0.17%	$3.1M	+10,632 (+35.2%)
68	KENNEDY CAPITAL MANAGEMENT LLC	39,983	0.17%	$3.1M	NEW
69	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	39,310	0.16%	$3.0M	-277 (-0.7%)
70	Sovereign's Capital Management, LLC	39,250	0.16%	$3.0M	-490 (-1.2%)
71	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	39,233	0.16%	$3.0M	+15,676 (+66.5%)
72	XTX Topco Ltd	39,103	0.16%	$3.0M	+35,432 (+965.2%)
73	JANE STREET GROUP, LLC	39,076	0.16%	$3.0M	+11,778 (+43.1%)
74	Cerity Partners LLC	38,054	0.16%	$2.9M	-20,279 (-34.8%)
75	PRICE T ROWE ASSOCIATES INC /MD/	34,096	0.14%	$2.6M	+5,399 (+18.8%)
76	KBC Group NV	33,224	0.14%	$2.5M	—
77	DEUTSCHE BANK AG\	32,857	0.14%	$2.5M	-25,115 (-43.3%)
78	TECTONIC ADVISORS LLC	28,623	0.12%	$2.2M	+242 (+0.9%)
79	ALLIANCEBERNSTEIN L.P.	25,932	0.11%	$1.5M	—
80	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	25,297	0.11%	$1.9M	+4,250 (+20.2%)
81	AQR CAPITAL MANAGEMENT LLC	24,971	0.10%	$1.9M	+12,603 (+101.9%)
82	Squarepoint Ops LLC	24,563	0.10%	$1.9M	NEW
83	Rosenthal \| Henry Capital Advisors, Inc.	24,000	0.10%	$1.8M	—
84	ExodusPoint Capital Management, LP	23,970	0.10%	$1.8M	NEW
85	PRUDENTIAL FINANCIAL INC	23,800	0.10%	$1.8M	+315 (+1.3%)
86	SUSQUEHANNA INTERNATIONAL GROUP, LLP	23,006	0.10%	$1.8M	-8,902 (-27.9%)
87	Numerai GP LLC	22,869	0.10%	$1.7M	+2,634 (+13.0%)
88	Quantinno Capital Management LP	21,872	0.09%	$1.7M	+5,691 (+35.2%)
89	Daiwa Securities Group Inc.	20,735	0.09%	$1.6M	-3,676 (-15.1%)
90	VANGUARD ASSET MANAGEMENT, Ltd	20,388	0.09%	$1.6M	+2,236 (+12.3%)
91	Rafferty Asset Management, LLC	20,182	0.08%	$1.5M	-9,490 (-32.0%)
92	STIFEL FINANCIAL CORP	19,895	0.08%	$1.5M	-5,928 (-23.0%)
93	Americana Partners, LLC	19,372	0.08%	$1.5M	+76 (+0.4%)
94	D. E. Shaw & Co., Inc.	18,313	0.08%	$1.4M	+5,323 (+41.0%)
95	STATE OF WISCONSIN INVESTMENT BOARD	18,151	0.08%	$1.4M	+4,443 (+32.4%)
96	WEST MICHIGAN ADVISORS, LLC	17,600	0.07%	$1.3M	—
97	CANADA LIFE ASSURANCE Co	16,975	0.07%	$1.3M	-1,418 (-7.7%)
98	JPMORGAN CHASE & CO	16,550	0.07%	$1.3M	-2,852 (-14.7%)
99	Cetera Investment Advisers	15,934	0.07%	$1.2M	+1,511 (+10.5%)
100	WCM INVESTMENT MANAGEMENT, LLC	15,013	0.06%	$1.1M	-102,499 (-87.2%)
101	Vident Advisory, LLC	14,690	0.06%	$1.1M	-2,056 (-12.3%)
102	MetLife Investment Management, LLC	13,474	0.06%	$1.0M	+1,184 (+9.6%)
103	FIRST TRUST ADVISORS LP	13,283	0.06%	$1.0M	+2,144 (+19.2%)
104	Illinois Municipal Retirement Fund	11,684	0.05%	$892K	+365 (+3.2%)
105	&PARTNERS	11,600	0.05%	$885K	-95 (-0.8%)
106	Jain Global LLC	10,729	0.04%	$819K	NEW
107	Zurcher Kantonalbank (Zurich Cantonalbank)	10,607	0.04%	$809K	+6,609 (+165.3%)
108	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	10,604	0.04%	$809K	-64 (-0.6%)
109	Jupiter Topco LLC	10,269	0.04%	$785K	NEW
110	Louisiana State Employees Retirement System	9,900	0.04%	$755K	-100 (-1.0%)
111	IMC-Chicago, LLC	9,651	0.04%	$736K	NEW
112	BARCLAYS PLC	9,335	0.04%	$712K	-79,468 (-89.5%)
113	NOMURA HOLDINGS INC	9,267	0.04%	$707K	+2,835 (+44.1%)
114	BNP PARIBAS FINANCIAL MARKETS	9,141	0.04%	$698K	+4,127 (+82.3%)
115	MANUFACTURERS LIFE INSURANCE COMPANY, THE	9,078	0.04%	$693K	-203 (-2.2%)
116	Vanguard Global Advisers, LLC	8,993	0.04%	$686K	-19 (-0.2%)
117	EntryPoint Capital, LLC	8,601	0.04%	$656K	NEW
118	Commerce Advisors, LLC	8,225	0.03%	$628K	—
119	Brevan Howard Capital Management LP	7,785	0.03%	$594K	-142,215 (-94.8%)
120	State of Alaska, Department of Revenue	7,448	0.03%	$568K	-3,776 (-33.6%)
121	Kings Path Partners LLC	7,255	0.03%	$554K	—
122	Brookwood Investment Group LLC	7,000	0.03%	$534K	NEW
123	Cambridge Investment Research Advisors, Inc.	6,910	0.03%	$528K	+2,187 (+46.3%)
124	Police & Firemen's Retirement System of New Jersey	6,821	0.03%	$521K	+615 (+9.9%)
125	Callan Family Office, LLC	6,467	0.03%	$493K	-1,254 (-16.2%)
126	US BANCORP \DE\	6,370	0.03%	$486K	-1,197 (-15.8%)
127	ARIZONA STATE RETIREMENT SYSTEM	6,237	0.03%	$476K	+32 (+0.5%)
128	Creative Planning	6,231	0.03%	$475K	+935 (+17.7%)
129	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	6,193	0.03%	$473K	—
130	Central Pacific Bank - Trust Division	6,157	0.03%	$470K	—
131	AMALGAMATED BANK	6,089	0.03%	$465K	-422 (-6.5%)
132	FRANKLIN RESOURCES INC	6,086	0.03%	$464K	+2,006 (+49.2%)
133	YOUSIF CAPITAL MANAGEMENT, LLC	6,030	0.03%	$460K	-3 (-0.0%)
134	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	5,675	0.02%	$433K	—
135	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	5,421	0.02%	$414K	+751 (+16.1%)
136	Steward Partners Investment Advisory, LLC	5,417	0.02%	$413K	NEW
137	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	5,363	0.02%	$409K	-227 (-4.1%)
138	State of Tennessee, Department of Treasury	5,173	0.02%	$395K	—
139	Vanguard Investments Australia, Ltd.	5,154	0.02%	$393K	—
140	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	5,149	0.02%	$393K	—
141	FMR LLC	4,886	0.02%	$373K	+1,314 (+36.8%)
142	SIMPLEX TRADING, LLC	4,826	0.02%	$368K	+2,065 (+74.8%)
143	KLP KAPITALFORVALTNING AS	4,800	0.02%	$366K	—
144	INTECH INVESTMENT MANAGEMENT LLC	4,706	0.02%	$359K	-33 (-0.7%)
145	Handelsbanken Fonder AB	4,700	0.02%	$359K	—
146	Linden Thomas Advisory Services, LLC	4,612	0.02%	$352K	-47 (-1.0%)
147	VOYA INVESTMENT MANAGEMENT LLC	4,486	0.02%	$342K	+495 (+12.4%)
148	TWO SIGMA INVESTMENTS, LP	4,400	0.02%	$336K	NEW
149	Magnetar Financial LLC	4,293	0.02%	$328K	NEW
150	DRW Securities, LLC	4,166	0.02%	$318K	NEW
151	BIP Wealth, LLC	4,030	0.02%	$308K	NEW
152	DARK FOREST CAPITAL MANAGEMENT LP	3,956	0.02%	$302K	NEW
153	Red Door Wealth Management, LLC	3,725	0.02%	$284K	—
154	VICTORY CAPITAL MANAGEMENT INC	3,724	0.02%	$284K	+27 (+0.7%)
155	Janney Montgomery Scott LLC	3,657	0.02%	$279K	-231 (-5.9%)
156	Savant Capital, LLC	3,423	0.01%	$233K	NEW
157	ProShare Advisors LLC	3,290	0.01%	$251K	-242 (-6.9%)
158	Maryland State Retirement & Pension System	3,288	0.01%	$251K	NEW
159	M&T Bank Corp	3,287	0.01%	$251K	-2,125 (-39.3%)
160	NISA INVESTMENT ADVISORS, LLC	3,259	0.01%	$249K	-199 (-5.8%)
161	NEUBERGER BERMAN GROUP LLC	3,157	0.01%	$241K	-3,966 (-55.7%)
162	MERCER GLOBAL ADVISORS INC /ADV	3,044	0.01%	$232K	NEW
163	Corient Private Wealth LP	3,013	0.01%	$230K	NEW
164	Pictet Asset Management Holding SA	3,004	0.01%	$229K	NEW
165	HOWARD FINANCIAL SERVICES, LTD.	3,000	0.01%	$229K	NEW
166	COMMONWEALTH EQUITY SERVICES, LLC	2,957	0.01%	$226K	NEW
167	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	2,863	0.01%	$218K	—
168	HighTower Advisors, LLC	2,827	0.01%	$216K	NEW
169	OSAIC HOLDINGS, INC.	2,822	0.01%	$215K	+84 (+3.1%)
170	Welch Group, LLC	2,644	0.01%	$202K	NEW
171	Aquatic Capital Management LLC	2,255	0.01%	$172K	NEW
172	PEAK6 LLC	2,113	0.01%	$161K	NEW
173	Ameritas Investment Partners, Inc.	2,099	0.01%	$160K	+202 (+10.6%)
174	Tower Research Capital LLC (TRC)	2,032	0.01%	$155K	+308 (+17.9%)
175	PNC Financial Services Group, Inc.	1,698	0.01%	$130K	+12 (+0.7%)
176	Rockefeller Capital Management L.P.	1,632	0.01%	$125K	+152 (+10.3%)
177	Clearstead Advisors, LLC	1,539	0.01%	$117K	+6 (+0.4%)
178	Nykredit A/S	1,376	0.01%	$105K	NEW
179	Pinnacle Wealth Planning Services, Inc.	696	0.00%	$53K	+7 (+1.0%)
180	GAMMA Investing LLC	543	0.00%	$41K	+110 (+25.4%)
181	Quantbot Technologies LP	527	0.00%	$40K	-680 (-56.3%)
182	Arax Advisory Partners	502	0.00%	$38K	NEW
183	Farther Finance Advisors, LLC	464	0.00%	$35K	+31 (+7.2%)
184	Versant Capital Management, Inc	420	0.00%	$32K	+75 (+21.7%)
185	Jefferies Financial Group Inc.	363	0.00%	$28K	-4,537 (-92.6%)
186	Salomon & Ludwin, LLC	358	0.00%	$28K	-51 (-12.5%)
187	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	350	0.00%	$27K	+28 (+8.7%)
188	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	297	0.00%	$23K	+152 (+104.8%)
189	Sterling Capital Management LLC	274	0.00%	$21K	-207 (-43.0%)
190	CENTRAL TRUST Co	272	0.00%	$21K	—
191	HANTZ FINANCIAL SERVICES, INC.	252	0.00%	$19K	-6 (-2.3%)
192	SIGNATUREFD, LLC	243	0.00%	$19K	—
193	UMB Bank, n.a.	216	0.00%	$16K	+8 (+3.8%)
194	Park Place Capital Corp	200	0.00%	$15K	—
195	Quent Capital, LLC	200	0.00%	$15K	—
196	EverSource Wealth Advisors, LLC	190	0.00%	$14K	+133 (+233.3%)
197	BESSEMER GROUP INC	174	0.00%	$13K	—
198	JONES FINANCIAL COMPANIES LLLP	161	0.00%	$12K	—
199	Kemnay Advisory Services Inc.	149	0.00%	$11K	NEW
200	LOS ANGELES CAPITAL MANAGEMENT LLC	132	0.00%	$10K	—
201	Optiver Holding B.V.	122	0.00%	$9K	NEW
202	State of Wyoming	110	0.00%	$8K	NEW
203	WOLFF WIESE MAGANA LLC	103	0.00%	$8K	-2 (-1.9%)
204	Smartleaf Asset Management LLC	96	0.00%	$7K	—
205	Financial Network Wealth Advisors LLC	92	0.00%	$7K	-33 (-26.4%)
206	HARBOR CAPITAL ADVISORS, INC.	84	0.00%	$6K	—
207	LANARK FINANCIAL, INC.	78	0.00%	$6K	—
208	Larson Financial Group LLC	75	0.00%	$6K	+10 (+15.4%)
209	SJS Investment Consulting Inc.	71	0.00%	$5K	+67 (+1675.0%)
210	Parkside Financial Bank & Trust	59	0.00%	$5K	—
211	Ancora Advisors LLC	50	0.00%	$4K	—
212	ROTHSCHILD INVESTMENT LLC	43	0.00%	$3K	+7 (+19.4%)
213	HUNTINGTON NATIONAL BANK	41	0.00%	$3K	—
214	MassMutual Private Wealth & Trust, FSB	36	0.00%	$3K	—
215	Parallel Advisors, LLC	35	0.00%	$3K	NEW
216	Bare Financial Services, Inc	33	0.00%	$3K	—
217	Keating Financial Advisory Services, Inc.	19	0.00%	$1K	+1 (+5.6%)
218	FARMERS & MERCHANTS INVESTMENTS INC	14	0.00%	$1K	—
219	True Wealth Design, LLC	11	0.00%	$840	—
220	Ankerstar Wealth, LLC	5	0.00%	$382	—
221	Covestor Ltd	5	0.00%	$0	+4 (+400.0%)
222	Plante Moran Financial Advisors, LLC	4	0.00%	$305	NEW
223	JFS WEALTH ADVISORS, LLC	4	0.00%	$306	NEW
224	GILPIN WEALTH MANAGEMENT, LLC	4	0.00%	$306	-1 (-20.0%)
225	FEDERATED HERMES, INC.	3	0.00%	$229	-2 (-40.0%)
226	Essential Partners LLC	2	0.00%	$153	—
227	Rialto Wealth Management, LLC	1	0.00%	$77	—
228	Silver Grove Financial Group, Inc.	1	0.00%	$76	NEW
229	IFP Advisors, Inc	1	0.00%	$76	—
230	Davis Capital Management	1	0.00%	$76	NEW
231	NewEdge Advisors, LLC	1	0.00%	$76	NEW

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

Luxor Capital Group, LP	−232,299
BOOTHBAY FUND MANAGEMENT, LLC	−97,819
Financial Gravity Asset Management, Inc.	−41,557
PMC FIG Opportunities LLC	−37,988
Persistent Asset Partners Ltd	−14,193
GSA CAPITAL PARTNERS LLP	−12,374
JANUS HENDERSON GROUP PLC	−10,269
HSBC HOLDINGS PLC	−9,000
TORONTO DOMINION BANK	−7,957
Schonfeld Strategic Advisors LLC	−7,871
Brooklyn Investment Group	−6,429
NATIXIS	−6,250
Atria Investments, Inc	−5,230
Gibbs Wealth Management	−5,222
Walleye Trading LLC	−3,926
GROUP ONE TRADING LLC	−750
CWM, LLC	−448
QUADRANT CAPITAL GROUP LLC	−285
Advisory Services Network, LLC	−182
HARBOR INVESTMENT ADVISORY, LLC	−105
Allworth Financial LP	−65
Hilton Head Capital Partners, LLC	−42
Root Financial Partners, LLC	−22
MAI Capital Management	−4
TWIN PEAKS WEALTH ADVISORS, LLC	−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
Kayne Anderson Rudnick Investment Management, LLC	SCHEDULE 13G/A	2026-08-13	2026-06-30	1,423,285	6%
Vanguard Capital Management	SCHEDULE 13G	2026-07-31	2026-06-30	1,194,592	5.01%
STATE STREET CORPORATION	SCHEDULE 13G	2026-05-12	2026-03-31	1,452,113	6.1%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund	SCHEDULE 13G/A	2026-02-13	2025-12-31	908,659	3.8%
Virtus Investment Advisers, LLC	SCHEDULE 13G/A	2026-02-13	2025-12-31	970,432	4.1%
AltraVue Capital, LLC	SCHEDULE 13G	2026-01-14	2025-12-31	1,515,877	6.4%
Virtus Equity Trust on behalf of Virtus KAR Small Cap Growth Fund	SCHEDULE 13G/A	2025-05-14	2025-03-31	1,572,659	6.71%
THRIVENT FINANCIAL FOR LUTHERANS	SCHEDULE 13G/A	2025-04-29	2025-03-31	1,510,380	6.5%

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.