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.

EverQuote, Inc.

CIK 0001640428EVER· quarter ending 2026-06-30

Shares outstanding

35,239,751

as of 2026-06-30 · 10-Q cover page, filed 2026-08-04

Held by 13F filers

31,088,286

98.1% of Common Class A

Holders

243

+17 vs 2026-03-31 · 43 new, 26 exited

Value

$740.0M

shares +3.2% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-04, as of 2026-06-30)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common Class A	EVER · NASDAQ	31,682,105	31,088,286	98.1%	243	30041R108
Common Class B	not listed	3,557,646	—	—

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
	30041R108	COM CL A	243	31,088,286	31,682,105	98.1%	$740.0M	6 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.

Top holders (243 of 243 · 30041R108)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	3,818,452	12.05%	$90.8M	+320,943 (+9.2%)
2	PRICE T ROWE ASSOCIATES INC /MD/	1,475,365	4.66%	$35.1M	+192,038 (+15.0%)
3	Allspring Global Investments Holdings, LLC	1,427,325	4.51%	$35.3M	+517,448 (+56.9%)
4	ACADIAN ASSET MANAGEMENT LLC	1,192,301	3.76%	$28.3M	-152,537 (-11.3%)
5	VANGUARD CAPITAL MANAGEMENT LLC	1,190,990	3.76%	$28.3M	-27,693 (-2.3%)
6	MACKENZIE FINANCIAL CORP	873,069	2.76%	$20.8M	+733,642 (+526.2%)
7	DIMENSIONAL FUND ADVISORS LP	847,724	2.68%	$20.2M	+152,008 (+21.8%)
8	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	845,187	2.67%	$20.1M	NEW
9	GOLDMAN SACHS GROUP INC	740,881	2.34%	$17.6M	+165,695 (+28.8%)
10	AQR CAPITAL MANAGEMENT LLC	737,666	2.33%	$17.5M	+160,551 (+27.8%)
11	GEODE CAPITAL MANAGEMENT, LLC	733,359	2.31%	$17.4M	+42,191 (+6.1%)
12	STATE STREET CORP	717,177	2.26%	$17.1M	+28,438 (+4.1%)
13	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	669,833	2.11%	$15.9M	-74,036 (-10.0%)
14	EMERALD ADVISERS, LLC	651,922	2.06%	$15.5M	-39,344 (-5.7%)
15	VANGUARD PORTFOLIO MANAGEMENT LLC	632,555	2.00%	$15.0M	-280,409 (-30.7%)
16	RENAISSANCE TECHNOLOGIES LLC	543,279	1.71%	$12.9M	-398,188 (-42.3%)
17	LAZARD ASSET MANAGEMENT LLC	463,403	1.46%	$11.0M	-32,543 (-6.6%)
18	GILDER GAGNON HOWE & CO LLC	460,075	1.45%	$10.9M	+385,653 (+518.2%)
19	First Eagle Investment Management, LLC	459,514	1.45%	$10.9M	+227,557 (+98.1%)
20	MORGAN STANLEY	418,456	1.32%	$10.0M	+134,832 (+47.5%)
21	EMERALD MUTUAL FUND ADVISERS TRUST	397,268	1.25%	$9.5M	-14,338 (-3.5%)
22	DEUTSCHE BANK AG\	339,744	1.07%	$8.1M	+3,347 (+1.0%)
23	Boston Partners	309,283	0.98%	$7.4M	+52,610 (+20.5%)
24	CSM Advisors, LLC	307,715	0.97%	$7.3M	+131,320 (+74.4%)
25	Nuveen, LLC	300,421	0.95%	$7.1M	+76,644 (+34.3%)
26	CITADEL ADVISORS LLC	298,048	0.94%	$7.1M	+210,529 (+240.6%)
27	NORTHERN TRUST CORP	289,956	0.92%	$6.9M	+31,443 (+12.2%)
28	JANE STREET GROUP, LLC	287,373	0.91%	$6.8M	NEW
29	Hillsdale Investment Management Inc.	257,200	0.81%	$6.1M	+28,800 (+12.6%)
30	VestGen Advisors, LLC	246,421	0.78%	$5.9M	+168 (+0.1%)
31	JACOBS ASSET MANAGEMENT, LLC	239,408	0.76%	$5.7M	-163,892 (-40.6%)
32	AMERICAN CENTURY COMPANIES INC	237,828	0.75%	$5.7M	+71,413 (+42.9%)
33	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	237,479	0.75%	$5.6M	+12,772 (+5.7%)
34	AMERIPRISE FINANCIAL INC	231,683	0.73%	$5.5M	+7,044 (+3.1%)
35	S SQUARED TECHNOLOGY, LLC	223,148	0.70%	$5.3M	—
36	D. E. Shaw & Co., Inc.	220,610	0.70%	$5.2M	+104,401 (+89.8%)
37	Divisadero Street Capital Management, LP	219,248	0.69%	$5.2M	NEW
38	Occam Crest Management LP	217,991	0.69%	$5.8M	+127,991 (+142.2%)
39	UBS Group AG	193,054	0.61%	$4.6M	-269,554 (-58.3%)
40	MONIMUS CAPITAL MANAGEMENT, LP	192,749	0.61%	$4.6M	-111,361 (-36.6%)
41	RAYMOND JAMES FINANCIAL INC	190,220	0.60%	$4.5M	-13,286 (-6.5%)
42	ALLIANCEBERNSTEIN L.P.	189,676	0.60%	$2.9M	+80,246 (+73.3%)
43	STATE OF WISCONSIN INVESTMENT BOARD	189,356	0.60%	$4.5M	-5,726 (-2.9%)
44	ENVESTNET ASSET MANAGEMENT INC	186,226	0.59%	$4.4M	+32,332 (+21.0%)
45	VANGUARD FIDUCIARY TRUST CO	180,425	0.57%	$4.3M	-9,527 (-5.0%)
46	Pacer Advisors, Inc.	171,263	0.54%	$4.1M	-43,684 (-20.3%)
47	Toronado Partners, LLC	165,094	0.52%	$3.9M	-131,930 (-44.4%)
48	Quantinno Capital Management LP	161,875	0.51%	$3.9M	+46,862 (+40.7%)
49	Trexquant Investment LP	153,268	0.48%	$3.6M	+37,035 (+31.9%)
50	FRANKLIN RESOURCES INC	149,741	0.47%	$3.6M	+12,670 (+9.2%)
51	PRINCIPAL FINANCIAL GROUP INC	147,936	0.47%	$3.5M	+10,362 (+7.5%)
52	MILLENNIUM MANAGEMENT LLC	145,183	0.46%	$3.5M	-630,079 (-81.3%)
53	Creative Planning	132,637	0.42%	$3.2M	+75,363 (+131.6%)
54	Vanguard Global Advisers, LLC	128,632	0.41%	$3.1M	-12,178 (-8.6%)
55	PRUDENTIAL FINANCIAL INC	123,052	0.39%	$2.9M	+80,302 (+187.8%)
56	VICTORY CAPITAL MANAGEMENT INC	121,923	0.38%	$2.9M	-23,964 (-16.4%)
57	Squarepoint Ops LLC	121,453	0.38%	$2.9M	NEW
58	SEI INVESTMENTS CO	118,691	0.37%	$2.8M	-51,262 (-30.2%)
59	PICTON MAHONEY ASSET MANAGEMENT	112,596	0.36%	$2.7M	NEW
60	Amundi	110,617	0.35%	$2.6M	-9,231 (-7.7%)
61	Inspire Investing, LLC	110,592	0.35%	$2.6M	+11,461 (+11.6%)
62	GREAT LAKES ADVISORS, LLC	105,544	0.33%	$2.5M	+56,696 (+116.1%)
63	BANK OF AMERICA CORP /DE/	101,369	0.32%	$2.4M	-12,731 (-11.2%)
64	Bank of New York Mellon Corp	98,518	0.31%	$2.3M	+10,814 (+12.3%)
65	Walleye Capital LLC	98,424	0.31%	$2.3M	NEW
66	LOS ANGELES CAPITAL MANAGEMENT LLC	94,151	0.30%	$2.2M	+29,570 (+45.8%)
67	Divisar Capital Management LLC	90,000	0.28%	$2.1M	NEW
68	Balyasny Asset Management L.P.	85,214	0.27%	$2.0M	-434,493 (-83.6%)
69	Jump Financial, LLC	79,786	0.25%	$1.9M	+42,786 (+115.6%)
70	Corient Private Wealth LP	79,174	0.25%	$1.9M	+36,461 (+85.4%)
71	Wakefield Asset Management LLLP	76,411	0.24%	$1.8M	+1,037 (+1.4%)
72	XTX Topco Ltd	75,607	0.24%	$1.8M	-53,034 (-41.2%)
73	ALGERT GLOBAL LLC	73,560	0.23%	$1.7M	+42,307 (+135.4%)
74	NOMURA HOLDINGS INC	73,501	0.23%	$1.7M	NEW
75	BROWN ADVISORY INC	70,813	0.22%	$1.7M	+7,600 (+12.0%)
76	Russell Investments Group, Ltd.	66,368	0.21%	$1.6M	-9,748 (-12.8%)
77	BOOTHBAY FUND MANAGEMENT, LLC	66,359	0.21%	$1.6M	NEW
78	HSBC HOLDINGS PLC	65,033	0.21%	$1.5M	+3,309 (+5.4%)
79	JONES FINANCIAL COMPANIES LLLP	60,651	0.19%	$1.4M	+28,978 (+91.5%)
80	NATIXIS ADVISORS, LLC	60,485	0.19%	$1.4M	+28,481 (+89.0%)
81	ROYAL BANK OF CANADA	60,160	0.19%	$1.4M	-244 (-0.4%)
82	ZACKS INVESTMENT MANAGEMENT	58,906	0.19%	$1.4M	-10,596 (-15.2%)
83	Jackson Creek Investment Advisors LLC	57,921	0.18%	$1.5M	-63,916 (-52.5%)
84	Invesco Ltd.	56,645	0.18%	$1.3M	+4,181 (+8.0%)
85	Swiss National Bank	55,300	0.17%	$1.3M	-3,200 (-5.5%)
86	MML INVESTORS SERVICES, LLC	51,517	0.16%	$1.2M	+7,671 (+17.5%)
87	GLOBEFLEX CAPITAL L P	49,969	0.16%	$1.2M	—
88	TWO SIGMA INVESTMENTS, LP	47,304	0.15%	$1.1M	+26,504 (+127.4%)
89	D.A. DAVIDSON & CO.	43,816	0.14%	$1.0M	+614 (+1.4%)
90	WELLS FARGO & COMPANY/MN	43,721	0.14%	$1.0M	+15,686 (+56.0%)
91	CITIGROUP INC	42,716	0.13%	$1.0M	-115,054 (-72.9%)
92	TUDOR INVESTMENT CORP ET AL	42,362	0.13%	$1.0M	NEW
93	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	41,237	0.13%	$981K	+4,504 (+12.3%)
94	OP Asset Management Ltd	40,116	0.13%	$954K	-116,157 (-74.3%)
95	SUSQUEHANNA INTERNATIONAL GROUP, LLP	39,096	0.12%	$930K	+7,330 (+23.1%)
96	Mariner, LLC	38,217	0.12%	$909K	+20,839 (+119.9%)
97	Quadrature Capital Ltd	38,090	0.12%	$906K	NEW
98	Hennion & Walsh Asset Management, Inc.	37,732	0.12%	$898K	+1,278 (+3.5%)
99	MERCER GLOBAL ADVISORS INC /ADV	36,643	0.12%	$872K	+20,741 (+130.4%)
100	RHUMBLINE ADVISERS	36,502	0.12%	$868K	-63 (-0.2%)
101	TEACHER RETIREMENT SYSTEM OF TEXAS	35,787	0.11%	$851K	-56,799 (-61.3%)
102	JPMORGAN CHASE & CO	35,422	0.11%	$826K	+4 (+0.0%)
103	IEQ CAPITAL, LLC	35,062	0.11%	$834K	+15,339 (+77.8%)
104	KLP KAPITALFORVALTNING AS	35,000	0.11%	$833K	+11,600 (+49.6%)
105	JACOBS LEVY EQUITY MANAGEMENT, INC	32,803	0.10%	$780K	-204,698 (-86.2%)
106	AdvisorShares Investments LLC	32,500	0.10%	$773K	NEW
107	WINMILL & CO. INC	32,400	0.10%	$771K	—
108	Rockefeller Capital Management L.P.	30,656	0.10%	$729K	+30,250 (+7450.7%)
109	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	30,584	0.10%	$728K	+2,551 (+9.1%)
110	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	30,514	0.10%	$726K	+4,569 (+17.6%)
111	ALPS ADVISORS INC	30,397	0.10%	$723K	+362 (+1.2%)
112	J.M. Arbour, LLC	30,049	0.09%	$715K	+158 (+0.5%)
113	FMR LLC	29,851	0.09%	$710K	+1,808 (+6.4%)
114	Concurrent Investment Advisors, LLC	28,299	0.09%	$673K	+1,187 (+4.4%)
115	VOYA INVESTMENT MANAGEMENT LLC	27,981	0.09%	$666K	+661 (+2.4%)
116	FOX RUN MANAGEMENT, L.L.C.	27,348	0.09%	$651K	NEW
117	VIRTUS ADVISERS, LLC	26,168	0.08%	$623K	+954 (+3.8%)
118	Legal & General Group Plc	25,690	0.08%	$611K	+2,192 (+9.3%)
119	FORMULA GROWTH LTD	25,469	0.08%	$606K	-14,531 (-36.3%)
120	LPL Financial LLC	25,400	0.08%	$604K	+15,258 (+150.4%)
121	Cetera Investment Advisers	24,278	0.08%	$578K	+7,177 (+42.0%)
122	Freestone Grove Partners LP	24,245	0.08%	$577K	-3,864 (-13.7%)
123	TRUIST FINANCIAL CORP	23,951	0.08%	$570K	+1,757 (+7.9%)
124	MARTINGALE ASSET MANAGEMENT L P	23,570	0.07%	$561K	-9,812 (-29.4%)
125	Dynamic Technology Lab Private Ltd	23,170	0.07%	$551K	+1,840 (+8.6%)
126	FULLER & THALER ASSET MANAGEMENT, INC.	22,615	0.07%	$538K	NEW
127	Horizon Investment Services, LLC	21,900	0.07%	$521K	-6,885 (-23.9%)
128	AVIVA PLC	21,778	0.07%	$518K	-7,140 (-24.7%)
129	Watershed Asset Management, L.L.C.	20,316	0.06%	$483K	-7,925 (-28.1%)
130	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	19,308	0.06%	$479K	+7,168 (+59.0%)
131	STRS OHIO	19,300	0.06%	$459K	-5,000 (-20.6%)
132	BOKF, NA	18,088	0.06%	$430K	-5,171 (-22.2%)
133	MetLife Investment Management, LLC	18,001	0.06%	$428K	—
134	VANGUARD ASSET MANAGEMENT, Ltd	17,927	0.06%	$426K	—
135	Qube Research & Technologies Ltd	17,892	0.06%	$426K	-851,914 (-97.9%)
136	SEGALL BRYANT & HAMILL, LLC	17,160	0.05%	$408K	-52,643 (-75.4%)
137	Mitsubishi UFJ Trust & Banking Corp	16,733	0.05%	$398K	NEW
138	Linden Thomas Advisory Services, LLC	16,012	0.05%	$381K	-135 (-0.8%)
139	MEEDER ASSET MANAGEMENT INC	15,494	0.05%	$369K	-112,622 (-87.9%)
140	FIRST TRUST ADVISORS LP	15,150	0.05%	$360K	NEW
141	Universal- Beteiligungs- und Servicegesellschaft mbH	14,868	0.05%	$354K	-3,373 (-18.5%)
142	Engineers Gate Manager LP	14,850	0.05%	$353K	-114,189 (-88.5%)
143	Cerity Partners LLC	13,875	0.04%	$330K	NEW
144	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	13,026	0.04%	$310K	-448 (-3.3%)
145	PRINCIPAL SECURITIES, INC.	12,824	0.04%	$305K	NEW
146	COWA, LLC	12,812	0.04%	$305K	NEW
147	GROUP ONE TRADING LLC	12,624	0.04%	$300K	+12,524 (+12524.0%)
148	Man Group plc	12,440	0.04%	$296K	-17,477 (-58.4%)
149	State of Wyoming	12,337	0.04%	$293K	+492 (+4.2%)
150	Jupiter Topco LLC	12,300	0.04%	$293K	NEW
151	NEW YORK STATE COMMON RETIREMENT FUND	11,683	0.04%	$278K	+4,700 (+67.3%)
152	Aquatic Capital Management LLC	11,393	0.04%	$271K	-2,090 (-15.5%)
153	State of Alaska, Department of Revenue	10,921	0.03%	$259K	—
154	&PARTNERS	10,234	0.03%	$244K	NEW
155	Arax Advisory Partners	10,212	0.03%	$243K	+9,728 (+2009.9%)
156	K.J. Harrison & Partners Inc	10,000	0.03%	$238K	-53,900 (-84.4%)
157	Cornerstone Investment Partners, LLC	9,900	0.03%	$236K	-473 (-4.6%)
158	Gotham Asset Management, LLC	9,765	0.03%	$232K	-39,814 (-80.3%)
159	CAPTRUST FINANCIAL ADVISORS	9,500	0.03%	$226K	NEW
160	Brevan Howard Capital Management LP	9,458	0.03%	$225K	-8,528 (-47.4%)
161	Vanguard Personalized Indexing Management, LLC	9,268	0.03%	$220K	NEW
162	EntryPoint Capital, LLC	9,090	0.03%	$216K	NEW
163	AXQ CAPITAL, LP	9,041	0.03%	$215K	-2,154 (-19.2%)
164	Merit Financial Group, LLC	8,717	0.03%	$207K	NEW
165	BAILARD, INC.	8,700	0.03%	$207K	NEW
166	Sterling Capital Management LLC	8,081	0.03%	$192K	+384 (+5.0%)
167	Police & Firemen's Retirement System of New Jersey	7,650	0.02%	$182K	—
168	BNP PARIBAS FINANCIAL MARKETS	7,541	0.02%	$179K	-2,111 (-21.9%)
169	Vanguard Investments Australia, Ltd.	6,919	0.02%	$165K	—
170	SG Americas Securities, LLC	5,951	0.02%	$142K	-121,647 (-95.3%)
171	Kemnay Advisory Services Inc.	5,805	0.02%	$138K	+3,062 (+111.6%)
172	State of Tennessee, Department of Treasury	5,715	0.02%	$136K	-9,330 (-62.0%)
173	Zurcher Kantonalbank (Zurich Cantonalbank)	5,178	0.02%	$123K	—
174	Transamerica Financial Advisors, LLC	5,141	0.02%	$122K	+1,802 (+54.0%)
175	BARCLAYS PLC	4,847	0.02%	$115K	-28,456 (-85.4%)
176	Fulcrum Asset Management LLP	3,640	0.01%	$85K	NEW
177	IFP Advisors, Inc	3,219	0.01%	$77K	+1,610 (+100.1%)
178	CANADA LIFE ASSURANCE Co	3,079	0.01%	$73K	—
179	Covestor Ltd	2,825	0.01%	$67K	+1,310 (+86.5%)
180	BEACON INVESTMENT ADVISORY SERVICES, INC.	2,661	0.01%	$63K	—
181	Allworth Financial LP	2,562	0.01%	$61K	+997 (+63.7%)
182	NISA INVESTMENT ADVISORS, LLC	2,403	0.01%	$57K	+1,987 (+477.6%)
183	Ameritas Investment Partners, Inc.	2,319	0.01%	$55K	—
184	Asset Management One Co., Ltd.	2,163	0.01%	$51K	-891 (-29.2%)
185	Signature Equity Partners, LLC	2,007	0.01%	$48K	-120 (-5.6%)
186	FIFTH THIRD BANCORP	1,640	0.01%	$39K	+1,395 (+569.4%)
187	EverSource Wealth Advisors, LLC	1,630	0.01%	$39K	+906 (+125.1%)
188	Pinnacle Wealth Planning Services, Inc.	1,576	0.00%	$37K	+1,176 (+294.0%)
189	SIGNATUREFD, LLC	1,421	0.00%	$34K	+1,318 (+1279.6%)
190	Tower Research Capital LLC (TRC)	1,263	0.00%	$30K	-1,056 (-45.5%)
191	Versant Capital Management, Inc	1,139	0.00%	$27K	-1,170 (-50.7%)
192	OSAIC HOLDINGS, INC.	986	0.00%	$23K	+276 (+38.9%)
193	Cullen/Frost Bankers, Inc.	821	0.00%	$20K	+72 (+9.6%)
194	Spire Wealth Management	799	0.00%	$19K	NEW
195	GAMMA Investing LLC	622	0.00%	$15K	-38 (-5.8%)
196	Private Wealth Asset Management, LLC	600	0.00%	$14K	—
197	BFSG, LLC	538	0.00%	$13K	—
198	FEDERATED HERMES, INC.	465	0.00%	$11K	-577 (-55.4%)
199	Quantbot Technologies LP	462	0.00%	$11K	NEW
200	PNC Financial Services Group, Inc.	449	0.00%	$11K	+67 (+17.5%)
201	ROTHSCHILD INVESTMENT LLC	419	0.00%	$10K	+204 (+94.9%)
202	Farther Finance Advisors, LLC	417	0.00%	$10K	-547 (-56.7%)
203	Steward Partners Investment Advisory, LLC	415	0.00%	$10K	+15 (+3.8%)
204	Smartleaf Asset Management LLC	326	0.00%	$8K	—
205	True Wealth Design, LLC	324	0.00%	$8K	+288 (+800.0%)
206	WealthCollab, LLC	322	0.00%	$8K	+166 (+106.4%)
207	Essential Partners LLC	290	0.00%	$7K	+18 (+6.6%)
208	Cedar Mountain Advisors, LLC	275	0.00%	$7K	—
209	Larson Financial Group LLC	261	0.00%	$6K	+227 (+667.6%)
210	BROWN BROTHERS HARRIMAN & CO	204	0.00%	$5K	—
211	Clearstead Advisors, LLC	172	0.00%	$4K	NEW
212	SBI Securities Co., Ltd.	161	0.00%	$4K	-2 (-1.2%)
213	Marquette Asset Management, LLC	155	0.00%	$4K	-103 (-39.9%)
214	Colonial Trust Co / SC	146	0.00%	$3K	—
215	RAFFA WEALTH MANAGEMENT, LLC	129	0.00%	$3K	NEW
216	Bell Investment Advisors, Inc	116	0.00%	$3K	NEW
217	Caitong International Asset Management Co., Ltd	110	0.00%	$3K	NEW
218	Wealth Enhancement Trust Services, Inc.	103	0.00%	$2K	NEW
219	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	100	0.00%	$2K	NEW
220	Basecamp Wealth Advisors LLC	93	0.00%	$2K	+22 (+31.0%)
221	Silver Grove Financial Group, Inc.	91	0.00%	$2K	NEW
222	WPG Advisers, LLC	89	0.00%	$2K	NEW
223	Optiver Holding B.V.	88	0.00%	$2K	-124 (-58.5%)
224	Global Retirement Partners, LLC	87	0.00%	$2K	NEW
225	MassMutual Private Wealth & Trust, FSB	80	0.00%	$2K	+68 (+566.7%)
226	Avion Wealth	71	0.00%	$1K	+33 (+86.8%)
227	Continuum Advisory, LLC	65	0.00%	$2K	NEW
228	ASSETMARK, INC	62	0.00%	$1K	—
229	Torren Management, LLC	49	0.00%	$1K	—
230	AMERIFLEX GROUP, INC.	39	0.00%	$928	NEW
231	SJS Investment Consulting Inc.	36	0.00%	$857	+17 (+89.5%)
232	US BANCORP \DE\	32	0.00%	$761	+23 (+255.6%)
233	Parallel Advisors, LLC	32	0.00%	$761	+22 (+220.0%)
234	Physician Wealth Advisors, Inc.	32	0.00%	$762	NEW
235	Fortitude Family Office, LLC	28	0.00%	$666	NEW
236	NewEdge Advisors, LLC	22	0.00%	$523	—
237	Rossby Financial, LCC	15	0.00%	$357	-1 (-6.3%)
238	Cornerstone Planning Group LLC	13	0.00%	$324	—
239	CoreCap Advisors, LLC	13	0.00%	$309	—
240	JPL Wealth Management, LLC	13	0.00%	$310	—
241	Stone House Investment Management, LLC	12	0.00%	$285	—
242	HUNTINGTON NATIONAL BANK	1	0.00%	$24	—
243	Hughes Financial Services, LLC	1	0.00%	$24	NEW

Exited since 2026-03-31 (26 filers; largest 25 shown)

HENNESSY ADVISORS INC	−353,600
ESSEX INVESTMENT MANAGEMENT CO LLC	−217,075
Point72 Asset Management, L.P.	−86,761
GSA CAPITAL PARTNERS LLP	−70,422
HRT FINANCIAL LP	−57,365
Clearline Capital LP	−53,724
Vontobel Holding Ltd.	−39,123
Legato Capital Management LLC	−33,485
MBL Wealth, LLC	−29,507
Diametric Capital, LP	−28,979
Magnetar Financial LLC	−25,120
CWM, LLC	−19,009
PRELUDE CAPITAL MANAGEMENT, LLC	−14,313
JANUS HENDERSON GROUP PLC	−12,300
Sigma Planning Corp	−10,560
SIMPLEX TRADING, LLC	−2,428
QUADRANT CAPITAL GROUP LLC	−1,232
Advisory Services Network, LLC	−655
MAI Capital Management	−642
Federation des caisses Desjardins du Quebec	−300
Wealth Preservation Advisors, LLC	−137
YANKCOM Partnership	−110
Bare Financial Services, Inc	−60
Parkside Financial Bank & Trust	−25
Rachor Investment Advisory Services, LLC	−18

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
BlackRock, Inc.	SCHEDULE 13G/A	2026-07-28	2026-06-30	2,226,359	7%
BlackRock Portfolio Management LLC	SCHEDULE 13G	2026-07-17	2026-06-30	1,592,093	5.01%
Millennium Group Management LLC	SCHEDULE 13G/A	2026-04-21	2026-03-31	775,262	2.4%
Millennium Management LLC	SCHEDULE 13G/A	2026-04-21	2026-03-31	775,262	2.4%
Israel A. Englander	SCHEDULE 13G/A	2026-04-21	2026-03-31	775,262	2.4%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
Cogo Labs, LLC	SCHEDULE 13D/A	2025-08-13	2025-08-10	379,115	1%
Link Management LLC	SCHEDULE 13D/A	2025-08-13	2025-08-10	6,154,616	16.9%
Link Ventures LLLP	SCHEDULE 13D/A	2025-08-13	2025-08-10	6,154,616	16.9%
Link Equity Partners, LLC	SCHEDULE 13D/A	2025-08-13	2025-08-10	379,115	1%
David B. Blundin	SCHEDULE 13D/A	2025-08-13	2025-08-10	6,713,963	18.4%
Recognition Capital, LLC	SCHEDULE 13D/A	2025-08-13	2025-08-10	95,451	0.3%
Cogo Fund 2020, LLC	SCHEDULE 13D/A	2025-08-13	2025-08-10	379,115	1%

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.