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.

HA Sustainable Infrastructure Capital, Inc.

CIK 0001561894HASI· quarter ending 2026-06-30

Shares outstanding

128,495,790

as of 2026-08-04 · 10-Q cover page, filed 2026-08-07

Held by 13F filers

132,015,273

102.7% of shares outstanding

Holders

407

+20 vs 2026-03-31 · 56 new, 36 exited

Value

$5.1B

shares +4.1% vs prior quarter

13F holdings exceed the share count. This is normal for heavily shorted stocks: shares lent to short sellers are reported by the lender and again by whoever bought them. Related filers occasionally report the same position twice as well.

Share classes (cover page of the 10-Q filed 2026-08-07, as of 2026-08-04)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	HASI · NYSE	128,495,790	132,015,273	102.7%	407	41068X100

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
	41068X100	COM	407	132,015,273	128,495,790	102.7%	$5.1B	3 call / 3 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. 8 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 407 · 41068X100)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	21,357,545	16.62%	$834.0M	+1,248,462 (+6.2%)
2	WELLINGTON MANAGEMENT GROUP LLP	9,778,291	7.61%	$381.8M	-1,610,320 (-14.1%)
3	VANGUARD PORTFOLIO MANAGEMENT LLC	7,905,349	6.15%	$308.7M	+167,178 (+2.2%)
4	T. Rowe Price Investment Management, Inc.	6,668,469	5.19%	$260.4M	-177,089 (-2.6%)
5	VANGUARD CAPITAL MANAGEMENT LLC	5,773,860	4.49%	$225.5M	+75,961 (+1.3%)
6	STATE STREET CORP	5,733,734	4.46%	$223.9M	+335,288 (+6.2%)
7	ALLIANCEBERNSTEIN L.P.	4,564,467	3.55%	$167.7M	-10,513 (-0.2%)
8	JPMORGAN CHASE & CO	4,475,858	3.48%	$174.6M	+521,369 (+13.2%)
9	GEODE CAPITAL MANAGEMENT, LLC	3,697,531	2.88%	$144.4M	+606,318 (+19.6%)
10	Invesco Ltd.	2,850,145	2.22%	$111.3M	+152,941 (+5.7%)
11	Amundi	2,388,998	1.86%	$93.4M	-33,221 (-1.4%)
12	MORGAN STANLEY	2,330,143	1.81%	$91.0M	+286,485 (+14.0%)
13	FMR LLC	2,046,349	1.59%	$79.9M	-149,374 (-6.8%)
14	NORTHERN TRUST CORP	1,794,313	1.40%	$70.1M	+217,001 (+13.8%)
15	NORGES BANK	1,736,932	1.35%	$67.8M	NEW
16	Rockefeller Capital Management L.P.	1,688,146	1.31%	$65.9M	+62,382 (+3.8%)
17	GOLDMAN SACHS GROUP INC	1,683,129	1.31%	$65.7M	-76,500 (-4.3%)
18	SCHRODER INVESTMENT MANAGEMENT GROUP	1,662,808	1.29%	$64.8M	-350,662 (-17.4%)
19	Erste Asset Management GmbH	1,611,218	1.25%	$63.0M	-585,925 (-26.7%)
20	Swedbank AB	1,591,618	1.24%	$62.2M	+500,090 (+45.8%)
21	NEUMEIER POMA INVESTMENT COUNSEL LLC	1,558,663	1.21%	$60.9M	+26,919 (+1.8%)
22	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	1,534,959	1.19%	$59.9M	+1,530,079 (+31354.1%)
23	Bank of New York Mellon Corp	1,310,518	1.02%	$51.2M	+38,952 (+3.1%)
24	Hood River Capital Management LLC	1,301,308	1.01%	$50.8M	-22,602 (-1.7%)
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,219,918	0.95%	$47.6M	+31,671 (+2.7%)
26	BANK OF AMERICA CORP /DE/	1,209,286	0.94%	$47.2M	-218,129 (-15.3%)
27	DEUTSCHE BANK AG\	1,053,273	0.82%	$41.1M	+66,548 (+6.7%)
28	UBS Group AG	1,040,778	0.81%	$40.6M	-105,380 (-9.2%)
29	Handelsbanken Fonder AB	918,870	0.72%	$35.9M	-4,614 (-0.5%)
30	STOREBRAND ASSET MANAGEMENT AS	901,987	0.70%	$35.2M	+23,667 (+2.7%)
31	Mizuho Markets Cayman LP	900,000	0.70%	$35.1M	—
32	VANGUARD FIDUCIARY TRUST CO	851,532	0.66%	$33.3M	+25,230 (+3.1%)
33	Aristotle Capital Boston, LLC	847,819	0.66%	$33.1M	-178,426 (-17.4%)
34	Tidal Investments LLC	784,316	0.61%	$30.6M	+50,451 (+6.9%)
35	Baird Financial Group, Inc.	698,181	0.54%	$27.3M	-13,780 (-1.9%)
36	ROYAL BANK OF CANADA	683,194	0.53%	$26.7M	+27,705 (+4.2%)
37	Triodos Investment Management BV	675,000	0.53%	$26.4M	+125,000 (+22.7%)
38	PRINCIPAL FINANCIAL GROUP INC	617,688	0.48%	$24.1M	-2,555 (-0.4%)
39	Universal- Beteiligungs- und Servicegesellschaft mbH	590,664	0.46%	$23.1M	-5,952 (-1.0%)
40	BESSEMER GROUP INC	567,248	0.44%	$22.2M	+566,101 (+49354.9%)
41	Border to Coast Pensions Partnership Ltd	545,000	0.42%	$21.3M	+70,000 (+14.7%)
42	VICTORY CAPITAL MANAGEMENT INC	465,629	0.36%	$18.2M	+166,864 (+55.9%)
43	ABN AMRO Bank N.V.	457,841	0.36%	$17.9M	+29,274 (+6.8%)
44	Robeco Institutional Asset Management B.V.	455,438	0.35%	$17.8M	+1,924 (+0.4%)
45	FIRST TRUST ADVISORS LP	449,728	0.35%	$17.6M	+66,752 (+17.4%)
46	Public Sector Pension Investment Board	439,040	0.34%	$17.1M	-17,567 (-3.8%)
47	Nuveen, LLC	435,138	0.34%	$17.0M	+19,575 (+4.7%)
48	CITIGROUP INC	391,625	0.30%	$15.3M	+132,039 (+50.9%)
49	Rathbones Group PLC	384,838	0.30%	$15.0M	-404,486 (-51.2%)
50	LBP AM SA	359,876	0.28%	$14.1M	+19,764 (+5.8%)
51	NEUBERGER BERMAN GROUP LLC	356,530	0.28%	$13.9M	-29,404 (-7.6%)
52	Boston Common Asset Management, LLC	337,713	0.26%	$13.2M	+17,943 (+5.6%)
53	CREDIT AGRICOLE S A	333,629	0.26%	$13.0M	+56,482 (+20.4%)
54	Squarepoint Ops LLC	328,692	0.26%	$12.8M	+149,724 (+83.7%)
55	SEI INVESTMENTS CO	322,345	0.25%	$12.6M	-89,008 (-21.6%)
56	RHUMBLINE ADVISERS	320,720	0.25%	$12.5M	-31,863 (-9.0%)
57	Raiffeisen Bank International AG	311,710	0.24%	$12.1M	—
58	ABN AMRO INVESTMENT SOLUTIONS	308,830	0.24%	$12.1M	+82,889 (+36.7%)
59	Balyasny Asset Management L.P.	305,101	0.24%	$11.9M	+223,650 (+274.6%)
60	STATE OF WISCONSIN INVESTMENT BOARD	300,381	0.23%	$11.7M	-8,128 (-2.6%)
61	Legal & General Group Plc	293,881	0.23%	$11.5M	+1,278 (+0.4%)
62	OPPENHEIMER & CO INC	274,133	0.21%	$10.7M	-13,335 (-4.6%)
63	Union Bancaire Privee, UBP SA	270,086	0.21%	$9.5M	+3,852 (+1.4%)
64	Swiss National Bank	256,434	0.20%	$10.0M	+7,000 (+2.8%)
65	VAN ECK ASSOCIATES CORP	254,241	0.20%	$9.9M	+60,719 (+31.4%)
66	ENVESTNET ASSET MANAGEMENT INC	242,918	0.19%	$9.5M	+11,736 (+5.1%)
67	Groupe la Francaise	241,208	0.19%	$9.4M	+57,557 (+31.3%)
68	WELLS FARGO & COMPANY/MN	229,587	0.18%	$9.0M	+66,878 (+41.1%)
69	AGF MANAGEMENT LTD	224,619	0.17%	$8.8M	+1,928 (+0.9%)
70	PFG Investments, LLC	223,406	0.17%	$8.7M	-217 (-0.1%)
71	EDENTREE ASSET MANAGEMENT Ltd	221,300	0.17%	$8.6M	-62,500 (-22.0%)
72	AMERIPRISE FINANCIAL INC	219,575	0.17%	$8.6M	-9,690 (-4.2%)
73	DANSKE BANK A/S	216,388	0.17%	$8.4M	NEW
74	D. E. Shaw & Co., Inc.	204,139	0.16%	$8.0M	NEW
75	Waverly Advisors, LLC	198,183	0.15%	$7.7M	-5,602 (-2.7%)
76	ProShare Advisors LLC	196,963	0.15%	$7.7M	+4,597 (+2.4%)
77	NATURAL INVESTMENTS, LLC	193,258	0.15%	$7.5M	-8,831 (-4.4%)
78	Capital Innovations LLC	187,959	0.15%	$7.3M	NEW
79	Pier Capital, LLC	185,860	0.14%	$7.3M	+66,204 (+55.3%)
80	PRICE T ROWE ASSOCIATES INC /MD/	182,092	0.14%	$7.1M	+28,501 (+18.6%)
81	ALPS ADVISORS INC	179,544	0.14%	$7.0M	+30,141 (+20.2%)
82	NIA IMPACT ADVISORS, LLC	178,539	0.14%	$7.0M	+10,890 (+6.5%)
83	Avalon Trust Co	177,782	0.14%	$6.9M	-1,615 (-0.9%)
84	TUDOR INVESTMENT CORP ET AL	171,900	0.13%	$6.7M	NEW
85	California Public Employees Retirement System	167,518	0.13%	$6.5M	-59,460 (-26.2%)
86	Clean Yield Group	167,397	0.13%	$6.5M	-1,931 (-1.1%)
87	FRANKLIN RESOURCES INC	164,272	0.13%	$6.4M	+1,064 (+0.7%)
88	COMMONWEALTH EQUITY SERVICES, LLC	162,561	0.13%	$6.3M	-16,841 (-9.4%)
89	RAYMOND JAMES FINANCIAL INC	161,963	0.13%	$6.3M	-5,395 (-3.2%)
90	AMERICAN CENTURY COMPANIES INC	161,496	0.13%	$6.3M	+77,215 (+91.6%)
91	DekaBank Deutsche Girozentrale	156,985	0.12%	$5.7M	—
92	SFE Investment Counsel	154,759	0.12%	$6.0M	-3,878 (-2.4%)
93	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	147,540	0.11%	$5.8M	+1,144 (+0.8%)
94	LPL Financial LLC	145,131	0.11%	$5.7M	+4,162 (+3.0%)
95	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	140,380	0.11%	$5.5M	-714,022 (-83.6%)
96	Man Group plc	134,502	0.10%	$5.3M	+18,376 (+15.8%)
97	PDT Partners, LLC	132,039	0.10%	$5.2M	+24,792 (+23.1%)
98	PRUDENTIAL FINANCIAL INC	132,025	0.10%	$5.2M	-132,660 (-50.1%)
99	Castlefield Investment Partners LLP	125,742	0.10%	$4.9M	+1,964 (+1.6%)
100	Pathstone Holdings, LLC	123,322	0.10%	$4.8M	-3,444 (-2.7%)
101	VANGUARD ASSET MANAGEMENT, Ltd	122,638	0.10%	$4.8M	+10,807 (+9.7%)
102	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	109,200	0.08%	$4.3M	+4,085 (+3.9%)
103	CANADA LIFE ASSURANCE Co	108,538	0.08%	$4.2M	-3,052 (-2.7%)
104	Truvestments Capital LLC	107,630	0.08%	$4.2M	+530 (+0.5%)
105	CIBC Bancorp USA Inc.	106,110	0.08%	$4.1M	-24,658 (-18.9%)
106	SEB Asset Management AB	106,091	0.08%	$4.1M	+73,191 (+222.5%)
107	Pallas Capital Advisors LLC	102,945	0.08%	$4.0M	-11,315 (-9.9%)
108	TRILLIUM ASSET MANAGEMENT, LLC	93,314	0.07%	$3.6M	-18,913 (-16.9%)
109	Ilex Capital Partners (UK) LLP	91,161	0.07%	$3.6M	NEW
110	SHELTON CAPITAL MANAGEMENT	90,757	0.07%	$3.5M	-754 (-0.8%)
111	MILLENNIUM MANAGEMENT LLC	87,435	0.07%	$3.4M	+19,122 (+28.0%)
112	Abundance Wealth Counselors	87,424	0.07%	$3.4M	+43,931 (+101.0%)
113	Russell Investments Group, Ltd.	86,462	0.07%	$3.4M	+56,793 (+191.4%)
114	Thrivent Financial for Lutherans	83,923	0.07%	$3.3M	-1,277 (-1.5%)
115	Andrew Hill Investment Advisors, Inc.	82,612	0.06%	$3.2M	-107 (-0.1%)
116	Cambridge Investment Research Advisors, Inc.	80,194	0.06%	$3.1M	+41,021 (+104.7%)
117	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	79,596	0.06%	$3.1M	—
118	Fort Sheridan Advisors LLC	77,599	0.06%	$3.0M	-50 (-0.1%)
119	AQR CAPITAL MANAGEMENT LLC	76,931	0.06%	$3.0M	-4,394 (-5.4%)
120	Illinois Municipal Retirement Fund	76,056	0.06%	$3.0M	+10,924 (+16.8%)
121	MetLife Investment Management, LLC	75,050	0.06%	$2.9M	+6,953 (+10.2%)
122	EAGLE GLOBAL ADVISORS LLC	72,273	0.06%	$2.8M	—
123	XTX Topco Ltd	70,206	0.05%	$2.7M	+23,323 (+49.7%)
124	Rock Point Advisors, LLC	68,877	0.05%	$2.7M	-190 (-0.3%)
125	Vontobel Holding Ltd.	68,789	0.05%	$2.7M	-1,488 (-2.1%)
126	NFJ INVESTMENT GROUP, LLC	67,754	0.05%	$2.6M	-8,727 (-11.4%)
127	MANUFACTURERS LIFE INSURANCE COMPANY, THE	66,271	0.05%	$2.6M	+6,745 (+11.3%)
128	DIMENSIONAL FUND ADVISORS LP	65,764	0.05%	$2.6M	+59,271 (+912.8%)
129	TD Asset Management Inc	63,324	0.05%	$2.5M	—
130	ELLERSON GROUP INC /ADV	62,385	0.05%	$2.4M	-854 (-1.4%)
131	Creative Planning	61,982	0.05%	$2.4M	+5,509 (+9.8%)
132	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	59,429	0.05%	$2.3M	+819 (+1.4%)
133	Zurcher Kantonalbank (Zurich Cantonalbank)	58,169	0.05%	$2.3M	-1,127 (-1.9%)
134	&PARTNERS	57,444	0.04%	$2.2M	+2,570 (+4.7%)
135	Jupiter Topco LLC	57,405	0.04%	$2.2M	NEW
136	Louisiana State Employees Retirement System	56,000	0.04%	$2.2M	-600 (-1.1%)
137	ARDSLEY ADVISORY PARTNERS LP	55,000	0.04%	$2.1M	—
138	Vanguard Global Advisers, LLC	51,123	0.04%	$2.0M	-73 (-0.1%)
139	CITADEL ADVISORS LLC	50,255	0.04%	$2.0M	-257,350 (-83.7%)
140	VOYA INVESTMENT MANAGEMENT LLC	48,810	0.04%	$1.9M	+7,185 (+17.3%)
141	Quantinno Capital Management LP	48,362	0.04%	$1.9M	+26,007 (+116.3%)
142	Federation des caisses Desjardins du Quebec	48,147	0.04%	$1.9M	-2,053 (-4.1%)
143	NEW YORK STATE COMMON RETIREMENT FUND	46,081	0.04%	$1.8M	+7,400 (+19.1%)
144	State of New Jersey Common Pension Fund D	45,539	0.04%	$1.8M	-15,030 (-24.8%)
145	HSBC HOLDINGS PLC	45,293	0.04%	$1.8M	+10,736 (+31.1%)
146	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	45,015	0.04%	$1.8M	—
147	State of Tennessee, Department of Treasury	44,178	0.03%	$1.7M	+18,102 (+69.4%)
148	FIGURE 8 INVESTMENT STRATEGIES LLC	43,230	0.03%	$1.7M	+1,228 (+2.9%)
149	BARCLAYS PLC	42,341	0.03%	$1.7M	+396 (+0.9%)
150	State of Alaska, Department of Revenue	42,087	0.03%	$1.6M	-20,836 (-33.1%)
151	HUSSMAN STRATEGIC ADVISORS, INC.	42,000	0.03%	$1.6M	NEW
152	BROWN ADVISORY INC	41,421	0.03%	$1.6M	+6,870 (+19.9%)
153	INTECH INVESTMENT MANAGEMENT LLC	41,311	0.03%	$1.6M	+2,918 (+7.6%)
154	Graham Capital Management, L.P.	41,211	0.03%	$1.6M	+17,471 (+73.6%)
155	STIFEL FINANCIAL CORP	40,337	0.03%	$1.6M	-4,400 (-9.8%)
156	Janney Montgomery Scott LLC	39,198	0.03%	$1.5M	-1,508 (-3.7%)
157	DNB Asset Management AS	38,996	0.03%	$1.5M	-9,555 (-19.7%)
158	Horst & Graben Wealth Management LLC	38,911	0.03%	$1.5M	—
159	Police & Firemen's Retirement System of New Jersey	38,065	0.03%	$1.5M	+4,089 (+12.0%)
160	LaSalle St. Investment Advisors, LLC	37,564	0.03%	$1.5M	+12 (+0.0%)
161	Strong Tower Advisory Services	37,331	0.03%	$1.5M	+1,814 (+5.1%)
162	Engineers Gate Manager LP	36,192	0.03%	$1.4M	NEW
163	Perigon Wealth Management, LLC	35,450	0.03%	$1.4M	+6,150 (+21.0%)
164	ARIZONA STATE RETIREMENT SYSTEM	35,264	0.03%	$1.4M	+633 (+1.8%)
165	YOUSIF CAPITAL MANAGEMENT, LLC	34,674	0.03%	$1.4M	-81 (-0.2%)
166	Farther Finance Advisors, LLC	34,654	0.03%	$1.4M	-779 (-2.2%)
167	AMALGAMATED BANK	34,364	0.03%	$1.3M	-2,163 (-5.9%)
168	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	34,277	0.03%	$1.3M	NEW
169	Vanguard Investments Australia, Ltd.	32,012	0.02%	$1.3M	—
170	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	31,642	0.02%	$1.2M	+1,200 (+3.9%)
171	CASCADE INVESTMENT GROUP, INC.	30,650	0.02%	$1.2M	+840 (+2.8%)
172	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	30,306	0.02%	$1.2M	-1,260 (-4.0%)
173	Fideuram Asset Management (Ireland) dac	30,000	0.02%	$1.2M	NEW
174	FIFTH THIRD BANCORP	29,566	0.02%	$1.2M	-903 (-3.0%)
175	Cetera Investment Advisers	29,339	0.02%	$1.1M	-1,898 (-6.1%)
176	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	29,054	0.02%	$1.1M	-100 (-0.3%)
177	KLP KAPITALFORVALTNING AS	28,900	0.02%	$1.1M	+1,100 (+4.0%)
178	Dynamic Advisor Solutions LLC	28,447	0.02%	$1.1M	+586 (+2.1%)
179	BAILARD, INC.	28,412	0.02%	$1.1M	—
180	RESOURCES MANAGEMENT CORP /CT/ /ADV	26,480	0.02%	$1.0M	+225 (+0.9%)
181	Fulcrum Asset Management LLP	26,286	0.02%	$1.0M	NEW
182	NATIXIS ADVISORS, LLC	26,090	0.02%	$1.0M	-1,334 (-4.9%)
183	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	25,576	0.02%	$999K	—
184	Corient Private Wealth LP	25,476	0.02%	$995K	+19,092 (+299.1%)
185	STRS OHIO	25,300	0.02%	$988K	+3,500 (+16.1%)
186	Hilltop Holdings Inc.	25,117	0.02%	$981K	+255 (+1.0%)
187	ALLSTATE CORP	25,092	0.02%	$980K	+346 (+1.4%)
188	FLPUTNAM INVESTMENT MANAGEMENT CO	24,737	0.02%	$966K	—
189	EVERETT HARRIS & CO /CA/	24,600	0.02%	$961K	—
190	Allianz SE	24,144	0.02%	$943K	NEW
191	Yorktown Management & Research Co Inc	23,550	0.02%	$920K	—
192	MIZUHO MARKETS AMERICAS LLC	21,845	0.02%	$853K	NEW
193	NWAM LLC	21,841	0.02%	$853K	-3,438 (-13.6%)
194	Abel Hall, LLC	19,833	0.02%	$774K	+471 (+2.4%)
195	Pictet Asset Management Holding SA	19,386	0.02%	$757K	+844 (+4.6%)
196	Kestra Advisory Services, LLC	18,881	0.01%	$737K	-907 (-4.6%)
197	Maryland State Retirement & Pension System	18,621	0.01%	$727K	—
198	GWN SECURITIES INC.	18,562	0.01%	$725K	NEW
199	Cerity Partners LLC	18,530	0.01%	$724K	-4,916 (-21.0%)
200	AIA Group Ltd	18,033	0.01%	$704K	—
201	BNP PARIBAS FINANCIAL MARKETS	17,947	0.01%	$701K	-332,194 (-94.9%)
202	KEYBANK NATIONAL ASSOCIATION/OH	17,411	0.01%	$680K	+1,895 (+12.2%)
203	BANK OF MONTREAL /CAN/	17,296	0.01%	$675K	-868 (-4.8%)
204	Inspire Investing, LLC	17,294	0.01%	$675K	+3,260 (+23.2%)
205	Icon Wealth Advisors, LLC	17,054	0.01%	$666K	+3,212 (+23.2%)
206	MARSHALL WACE, LLP	16,933	0.01%	$661K	NEW
207	Cornerstone Select Advisors, LLC	16,877	0.01%	$659K	—
208	WEDBUSH SECURITIES INC	16,723	0.01%	$653K	+2,606 (+18.5%)
209	SIT INVESTMENT ASSOCIATES INC	15,950	0.01%	$623K	+1,000 (+6.7%)
210	BLAIR WILLIAM & CO/IL	15,899	0.01%	$621K	-13,505 (-45.9%)
211	HARBOR CAPITAL ADVISORS, INC.	15,693	0.01%	$613K	-162 (-1.0%)
212	Severin Investments, LLC	15,644	0.01%	$611K	+625 (+4.2%)
213	HighTower Advisors, LLC	15,489	0.01%	$605K	-3,279 (-17.5%)
214	Investment Research Partners LLC	15,281	0.01%	$597K	+882 (+6.1%)
215	Harrington Investments, INC	15,043	0.01%	$587K	-105 (-0.7%)
216	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	14,637	0.01%	$572K	+29 (+0.2%)
217	OSAIC HOLDINGS, INC.	14,358	0.01%	$561K	+3,102 (+27.6%)
218	Values Added Financial LLC	14,205	0.01%	$555K	—
219	EVERGREEN CAPITAL MANAGEMENT LLC	14,071	0.01%	$549K	—
220	Beacon Pointe Advisors, LLC	13,982	0.01%	$546K	-3,573 (-20.4%)
221	MANGROVE PARTNERS IM, LLC	13,747	0.01%	$537K	NEW
222	HARTLINE INVESTMENT CORP/	13,364	0.01%	$522K	-140 (-1.0%)
223	FCA CORP /TX	13,200	0.01%	$515K	—
224	Chesley Taft & Associates LLC	13,139	0.01%	$513K	+1,186 (+9.9%)
225	BRASADA CAPITAL MANAGEMENT, LP	13,000	0.01%	$508K	NEW
226	XPONANCE LLC	12,804	0.01%	$500K	+1,047 (+8.9%)
227	NewEdge Wealth, LLC	12,659	0.01%	$494K	-687 (-5.1%)
228	Atria Investments, Inc	12,618	0.01%	$493K	-850 (-6.3%)
229	ARISTEIA CAPITAL, L.L.C.	12,195	0.01%	$476K	NEW
230	SUSQUEHANNA INTERNATIONAL GROUP, LLP	12,184	0.01%	$476K	-28,774 (-70.3%)
231	Crossmark Global Holdings, Inc.	12,146	0.01%	$474K	—
232	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	12,125	0.01%	$473K	+1,425 (+13.3%)
233	1620 INVESTMENT ADVISORS, INC.	11,911	0.01%	$465K	+305 (+2.6%)
234	Ameritas Investment Partners, Inc.	11,713	0.01%	$457K	+1,689 (+16.8%)
235	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	11,229	0.01%	$425K	+285 (+2.6%)
236	Pekin Hardy Strauss, Inc.	11,130	0.01%	$435K	+2,755 (+32.9%)
237	Banque Cantonale Vaudoise	11,000	0.01%	$430K	NEW
238	Apollon Wealth Management, LLC	10,741	0.01%	$419K	-45 (-0.4%)
239	Colorado Capital Management, Inc.	10,729	0.01%	$419K	-311 (-2.8%)
240	Plan Group Financial, LLC	10,695	0.01%	$418K	-4,220 (-28.3%)
241	TRED AVON FAMILY WEALTH, LLC	10,500	0.01%	$410K	-450 (-4.1%)
242	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	10,404	0.01%	$406K	—
243	CIBC Asset Management Inc	10,248	0.01%	$400K	+460 (+4.7%)
244	TrueMark Investments, LLC	10,029	0.01%	$392K	NEW
245	Vanguard Personalized Indexing Management, LLC	9,967	0.01%	$389K	-817 (-7.6%)
246	Pine Haven Investment Counsel, Inc	9,953	0.01%	$389K	+435 (+4.6%)
247	Ensign Peak Advisors, Inc	9,872	0.01%	$386K	+750 (+8.2%)
248	Seelaus Asset Management LLC	9,796	0.01%	$383K	-484 (-4.7%)
249	Equitable Holdings, Inc.	9,500	0.01%	$371K	NEW
250	MERCER GLOBAL ADVISORS INC /ADV	9,209	0.01%	$360K	+519 (+6.0%)

Exited since 2026-03-31 (36 filers; largest 25 shown)

Advisors Preferred, LLC	−66,376
Brevan Howard Capital Management LP	−62,888
JANUS HENDERSON GROUP PLC	−57,405
Connor, Clark & Lunn Investment Management Ltd.	−47,123
GUGGENHEIM CAPITAL LLC	−37,663
HRT FINANCIAL LP	−33,757
FIL Ltd	−17,839
Mariner, LLC	−16,353
Focus Partners Wealth	−14,543
Dynamic Technology Lab Private Ltd	−11,592
ALGERT GLOBAL LLC	−10,330
Gateway Wealth Partners, LLC	−9,260
SMH CAPITAL ADVISORS INC	−8,663
Brooklyn Investment Group	−8,426
State of Wyoming	−8,237
Avior Wealth Management, LLC	−6,432
First Affirmative Financial Network	−6,215
CWM, LLC	−6,111
Kestra Investment Management, LLC	−5,485
CENTRAL TRUST Co	−4,000
Scarborough Advisors, LLC	−3,661
Catalyst Capital Advisors LLC	−2,947
QUADRANT CAPITAL GROUP LLC	−2,002
NOMURA ASSET MANAGEMENT CO LTD	−840
MAI Capital Management	−785

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	10,008,237	7.8%
Wellington Investment Advisors Holdings LLP	SCHEDULE 13G/A	2026-08-13	2026-06-30	10,008,237	7.8%
Wellington Management Company LLP	SCHEDULE 13G/A	2026-08-13	2026-06-30	10,008,237	6.8%
Wellington Management Group LLP	SCHEDULE 13G/A	2026-08-13	2026-06-30	10,008,237	7.8%
Vanguard Capital Management	SCHEDULE 13G	2026-04-28	2026-03-31	6,671,197	5.2%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-28	2026-03-31	7,786,214	6.07%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
T. Rowe Price Investment Management, Inc.	SCHEDULE 13G	2026-02-17	2025-12-31	6,604,443	5.2%
Abigail P. Johnson	SCHEDULE 13G/A	2025-11-05	2025-09-30	5,476,430.89	4.4%
FMR LLC	SCHEDULE 13G/A	2025-11-05	2025-09-30	5,476,430.89	4.4%
BlackRock, Inc.	SCHEDULE 13G/A	2025-07-18	2025-06-30	17,716,783	14.6%

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.