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.

FB Financial Corp

CIK 0001649749FBK· quarter ending 2026-06-30

Shares outstanding

49,978,138

as of 2026-07-31 · 10-Q cover page, filed 2026-08-03

Held by 13F filers

40,587,195

81.2% of shares outstanding

Holders

294

+16 vs 2026-03-31 · 44 new, 28 exited

Value

$2.2B

shares +2.2% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-03, as of 2026-07-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	FBK · NYSE	49,978,138	40,587,195	81.2%	294	30257X104

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
	30257X104	COM	294	40,587,195	49,978,138	81.2%	$2.2B	2 call / 0 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 (250 of 294 · 30257X104)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	6,297,957	12.60%	$348.6M	+176,604 (+2.9%)
2	T. Rowe Price Investment Management, Inc.	3,874,468	7.75%	$214.5M	+7,747 (+0.2%)
3	STATE STREET CORP	2,449,893	4.90%	$135.6M	+183,888 (+8.1%)
4	VANGUARD CAPITAL MANAGEMENT LLC	2,152,443	4.31%	$119.1M	+268,053 (+14.2%)
5	DIMENSIONAL FUND ADVISORS LP	2,032,178	4.07%	$112.5M	+31,694 (+1.6%)
6	WESTWOOD HOLDINGS GROUP INC	1,283,508	2.57%	$71.0M	+21,989 (+1.7%)
7	GEODE CAPITAL MANAGEMENT, LLC	1,091,417	2.18%	$60.4M	+50,675 (+4.9%)
8	WELLINGTON MANAGEMENT GROUP LLP	1,069,173	2.14%	$59.2M	-59,927 (-5.3%)
9	LOOMIS SAYLES & CO L P	871,137	1.74%	$48.2M	-41,467 (-4.5%)
10	VANGUARD PORTFOLIO MANAGEMENT LLC	836,395	1.67%	$46.3M	+46,526 (+5.9%)
11	GOLDMAN SACHS GROUP INC	819,056	1.64%	$45.3M	+150,739 (+22.6%)
12	BANK OF AMERICA CORP /DE/	712,922	1.43%	$39.5M	-40,343 (-5.4%)
13	FRONTIER CAPITAL MANAGEMENT CO LLC	642,607	1.29%	$35.6M	-12,562 (-1.9%)
14	MORGAN STANLEY	635,015	1.27%	$35.1M	+136,201 (+27.3%)
15	Davis Asset Management, L.P.	619,236	1.24%	$34.3M	—
16	FRANKLIN RESOURCES INC	607,182	1.21%	$33.6M	+112,905 (+22.8%)
17	DEPRINCE RACE & ZOLLO INC	519,362	1.04%	$28.7M	-517,031 (-49.9%)
18	FMR LLC	507,699	1.02%	$28.1M	+4,220 (+0.8%)
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	496,650	0.99%	$27.5M	+7,410 (+1.5%)
20	CITADEL ADVISORS LLC	479,239	0.96%	$26.5M	+465,087 (+3286.4%)
21	NORTHERN TRUST CORP	466,368	0.93%	$25.8M	+24,786 (+5.6%)
22	GW&K Investment Management, LLC	463,178	0.93%	$25.6M	+111,997 (+31.9%)
23	FEDERATED HERMES, INC.	439,801	0.88%	$24.3M	+17,108 (+4.0%)
24	TWO SIGMA INVESTMENTS, LP	390,309	0.78%	$21.6M	+113,064 (+40.8%)
25	Penn Capital Management Company, LLC	387,253	0.77%	$21.5M	+67,656 (+21.2%)
26	Jupiter Topco LLC	385,498	0.77%	$21.3M	NEW
27	Tributary Capital Management, LLC	370,081	0.74%	$20.5M	+92,773 (+33.5%)
28	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	361,846	0.72%	$20.0M	-359,047 (-49.8%)
29	Leeward Investments, LLC - MA	351,877	0.70%	$19.5M	-7,741 (-2.2%)
30	CapWealth Advisors, LLC	345,472	0.69%	$19.1M	+1,782 (+0.5%)
31	NEW YORK STATE COMMON RETIREMENT FUND	323,544	0.65%	$17.9M	+30,407 (+10.4%)
32	Bank of New York Mellon Corp	318,211	0.64%	$17.6M	+10,197 (+3.3%)
33	EARNEST PARTNERS LLC	287,941	0.58%	$15.9M	-7,419 (-2.5%)
34	VANGUARD FIDUCIARY TRUST CO	278,144	0.56%	$15.4M	+11,678 (+4.4%)
35	ENVESTNET ASSET MANAGEMENT INC	273,935	0.55%	$15.2M	+17,241 (+6.7%)
36	AMERIPRISE FINANCIAL INC	253,209	0.51%	$14.0M	-21,623 (-7.9%)
37	PRINCIPAL FINANCIAL GROUP INC	194,318	0.39%	$10.8M	-2,025 (-1.0%)
38	WELLS FARGO & COMPANY/MN	181,631	0.36%	$10.1M	+30,616 (+20.3%)
39	OBERWEIS ASSET MANAGEMENT INC/	177,100	0.35%	$9.8M	+15,000 (+9.3%)
40	12th Street Asset Management Company, LLC	172,500	0.35%	$9.5M	-74,540 (-30.2%)
41	MILLENNIUM MANAGEMENT LLC	170,331	0.34%	$9.4M	+110,674 (+185.5%)
42	HEARTLAND ADVISORS INC	162,481	0.33%	$9.0M	-25,000 (-13.3%)
43	Invesco Ltd.	157,093	0.31%	$8.7M	+44,972 (+40.1%)
44	Weiss Asset Management LP	147,721	0.30%	$8.2M	NEW
45	Allspring Global Investments Holdings, LLC	142,479	0.29%	$7.9M	-3,492 (-2.4%)
46	Russell Investments Group, Ltd.	142,259	0.28%	$7.9M	-59,352 (-29.4%)
47	JPMORGAN CHASE & CO	139,695	0.28%	$7.8M	+57,077 (+69.1%)
48	Public Sector Pension Investment Board	138,110	0.28%	$7.6M	-6,296 (-4.4%)
49	UBS Group AG	136,836	0.27%	$7.6M	+9,452 (+7.4%)
50	ALLIANCEBERNSTEIN L.P.	133,762	0.27%	$6.9M	+6,790 (+5.3%)
51	Keystone Financial Group, Inc.	133,253	0.27%	$7.4M	-897 (-0.7%)
52	ENDEAVOUR CAPITAL ADVISORS INC	121,731	0.24%	$6.7M	+114,715 (+1635.0%)
53	STRS OHIO	116,200	0.23%	$6.4M	+2,900 (+2.6%)
54	AMERICAN CENTURY COMPANIES INC	116,140	0.23%	$6.4M	+6,081 (+5.5%)
55	Curi Capital, LLC	115,000	0.23%	$6.4M	-7 (-0.0%)
56	MENDON CAPITAL ADVISORS CORP	115,000	0.23%	$6.4M	—
57	RHUMBLINE ADVISERS	104,144	0.21%	$5.8M	-8,044 (-7.2%)
58	STIFEL FINANCIAL CORP	102,401	0.20%	$5.7M	-2,725 (-2.6%)
59	SEI INVESTMENTS CO	98,872	0.20%	$5.5M	-66,769 (-40.3%)
60	Nuveen, LLC	98,347	0.20%	$5.4M	-84,475 (-46.2%)
61	VOLORIDGE INVESTMENT MANAGEMENT, LLC	98,150	0.20%	$5.4M	+3,020 (+3.2%)
62	Homestead Advisers Corp	97,959	0.20%	$5.4M	—
63	AQR CAPITAL MANAGEMENT LLC	96,766	0.19%	$5.4M	-959 (-1.0%)
64	Legal & General Group Plc	91,319	0.18%	$5.1M	+19 (+0.0%)
65	Swiss National Bank	88,483	0.18%	$4.9M	+4,100 (+4.9%)
66	PEREGRINE CAPITAL MANAGEMENT LLC	83,956	0.17%	$4.6M	-7,321 (-8.0%)
67	Quantinno Capital Management LP	80,618	0.16%	$4.5M	+52,818 (+190.0%)
68	D. E. Shaw & Co., Inc.	75,488	0.15%	$4.2M	+23,618 (+45.5%)
69	Point72 Asset Management, L.P.	69,343	0.14%	$3.8M	NEW
70	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	63,892	0.13%	$3.5M	+2,582 (+4.2%)
71	XTX Topco Ltd	62,971	0.13%	$3.5M	+22,506 (+55.6%)
72	JACOBS ASSET MANAGEMENT, LLC	60,000	0.12%	$3.3M	+10,000 (+20.0%)
73	PRICE T ROWE ASSOCIATES INC /MD/	58,513	0.12%	$3.2M	+8,693 (+17.4%)
74	Private Capital Management, LLC	57,088	0.11%	$3.2M	—
75	SALZHAUER MICHAEL	55,665	0.11%	$3.1M	-29 (-0.1%)
76	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	54,924	0.11%	$3.0M	-10,085 (-15.5%)
77	RAYMOND JAMES FINANCIAL INC	54,563	0.11%	$3.0M	+13,791 (+33.8%)
78	CITIGROUP INC	52,170	0.10%	$2.9M	+8,709 (+20.0%)
79	TD Asset Management Inc	51,440	0.10%	$2.8M	—
80	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	50,684	0.10%	$2.8M	+6,366 (+14.4%)
81	KBC Group NV	49,251	0.10%	$2.7M	—
82	Creative Planning	48,821	0.10%	$2.7M	-915 (-1.8%)
83	JACOBS LEVY EQUITY MANAGEMENT, INC	45,952	0.09%	$2.5M	-42,997 (-48.3%)
84	DEUTSCHE BANK AG\	45,229	0.09%	$2.5M	+7,002 (+18.3%)
85	NewEdge Advisors, LLC	44,134	0.09%	$2.4M	-267 (-0.6%)
86	PRUDENTIAL FINANCIAL INC	42,726	0.09%	$2.4M	+440 (+1.0%)
87	WOODMONT INVESTMENT COUNSEL LLC	42,311	0.08%	$2.3M	NEW
88	Dana Investment Advisors, Inc.	41,359	0.08%	$2.3M	+4,687 (+12.8%)
89	Waverly Advisors, LLC	40,950	0.08%	$2.3M	-10,037 (-19.7%)
90	Harbor Advisors LLC	40,799	0.08%	$2.3M	—
91	Rosenthal \| Henry Capital Advisors, Inc.	38,433	0.08%	$2.1M	—
92	LPL Financial LLC	37,859	0.08%	$2.1M	+939 (+2.5%)
93	CERTUITY, LLC	35,723	0.07%	$2.0M	+15,195 (+74.0%)
94	BANC FUNDS CO LLC	35,496	0.07%	$2.0M	—
95	ROYAL BANK OF CANADA	34,103	0.07%	$1.9M	+3,025 (+9.7%)
96	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	33,216	0.07%	$1.8M	NEW
97	CANADA LIFE ASSURANCE Co	33,187	0.07%	$1.8M	+1,068 (+3.3%)
98	VANGUARD ASSET MANAGEMENT, Ltd	31,163	0.06%	$1.7M	+3,687 (+13.4%)
99	Cetera Investment Advisers	31,056	0.06%	$1.7M	-1,861 (-5.7%)
100	Qube Research & Technologies Ltd	29,709	0.06%	$1.6M	NEW
101	CAPTRUST FINANCIAL ADVISORS	28,562	0.06%	$1.6M	-266 (-0.9%)
102	NATIXIS ADVISORS, LLC	28,518	0.06%	$1.6M	+11,428 (+66.9%)
103	ALBERT D MASON INC	28,390	0.06%	$1.6M	+430 (+1.5%)
104	Atria Investments, Inc	28,154	0.06%	$1.6M	-12,945 (-31.5%)
105	OCCUDO QUANTITATIVE STRATEGIES LP	27,595	0.06%	$1.5M	+19,784 (+253.3%)
106	Schonfeld Strategic Advisors LLC	26,993	0.05%	$1.5M	NEW
107	Y-Intercept (Hong Kong) Ltd	26,842	0.05%	$1.5M	NEW
108	Rafferty Asset Management, LLC	26,830	0.05%	$1.5M	-6,983 (-20.7%)
109	Thrivent Financial for Lutherans	26,390	0.05%	$1.5M	-554 (-2.1%)
110	MetLife Investment Management, LLC	25,889	0.05%	$1.4M	+1,730 (+7.2%)
111	SUSQUEHANNA INTERNATIONAL GROUP, LLP	24,571	0.05%	$1.4M	-8,875 (-26.5%)
112	FIFTH THIRD BANCORP	24,489	0.05%	$1.4M	+3,064 (+14.3%)
113	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	24,279	0.05%	$1.3M	-5,138 (-17.5%)
114	Entropy Technologies, LP	24,048	0.05%	$1.3M	NEW
115	VICTORY CAPITAL MANAGEMENT INC	23,558	0.05%	$1.3M	+3,261 (+16.1%)
116	Marietta Wealth Management, LLC	22,109	0.04%	$1.2M	NEW
117	Corient Private Wealth LP	21,710	0.04%	$1.2M	+7,813 (+56.2%)
118	MANUFACTURERS LIFE INSURANCE COMPANY, THE	21,252	0.04%	$1.2M	+1,204 (+6.0%)
119	Illinois Municipal Retirement Fund	20,805	0.04%	$1.2M	-981 (-4.5%)
120	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	20,479	0.04%	$1.1M	-294 (-1.4%)
121	JONES FINANCIAL COMPANIES LLLP	20,285	0.04%	$1.1M	+11,449 (+129.6%)
122	BNP PARIBAS FINANCIAL MARKETS	20,034	0.04%	$1.1M	+5,465 (+37.5%)
123	Zurcher Kantonalbank (Zurich Cantonalbank)	19,736	0.04%	$1.1M	—
124	&PARTNERS	19,493	0.04%	$1.1M	-1,495 (-7.1%)
125	Wealth Preservation Advisors, LLC	19,000	0.04%	$1.1M	—
126	Louisiana State Employees Retirement System	17,600	0.04%	$974K	-300 (-1.7%)
127	FIRST TRUST ADVISORS LP	15,721	0.03%	$870K	+2,897 (+22.6%)
128	Vanguard Global Advisers, LLC	15,613	0.03%	$864K	—
129	Ridgepath Capital Management LLC	15,298	0.03%	$847K	—
130	AXXCESS WEALTH MANAGEMENT, LLC	15,298	0.03%	$847K	NEW
131	State of Alaska, Department of Revenue	15,170	0.03%	$839K	-6,672 (-30.5%)
132	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	15,128	0.03%	$837K	+1,317 (+9.5%)
133	Luken Investment Analytics, LLC	15,092	0.03%	$835K	—
134	REGIONS FINANCIAL CORP	14,735	0.03%	$816K	—
135	BARCLAYS PLC	13,552	0.03%	$750K	-24,734 (-64.6%)
136	Aquatic Capital Management LLC	13,260	0.03%	$734K	NEW
137	Police & Firemen's Retirement System of New Jersey	13,116	0.03%	$726K	+1,390 (+11.9%)
138	Squarepoint Ops LLC	12,842	0.03%	$711K	-13,463 (-51.2%)
139	FIRST NATIONAL BANK OF OMAHA	12,385	0.02%	$686K	+3,406 (+37.9%)
140	Inspire Investing, LLC	12,294	0.02%	$680K	+2,439 (+24.7%)
141	ARIZONA STATE RETIREMENT SYSTEM	12,159	0.02%	$673K	+395 (+3.4%)
142	GAMCO INVESTORS, INC. ET AL	12,000	0.02%	$664K	—
143	SummitTX Capital, L.P.	11,702	0.02%	$648K	NEW
144	CALDWELL SUTTER CAPITAL, INC.	11,675	0.02%	$646K	—
145	Handelsbanken Fonder AB	11,600	0.02%	$642K	—
146	Merit Financial Group, LLC	11,353	0.02%	$628K	NEW
147	Simplicity Wealth,LLC	11,112	0.02%	$615K	-5,085 (-31.4%)
148	AMALGAMATED BANK	10,912	0.02%	$604K	-743 (-6.4%)
149	MERCER GLOBAL ADVISORS INC /ADV	10,911	0.02%	$604K	-435 (-3.8%)
150	YOUSIF CAPITAL MANAGEMENT, LLC	10,787	0.02%	$597K	+33 (+0.3%)
151	Janney Montgomery Scott LLC	10,742	0.02%	$595K	+1,779 (+19.8%)
152	OSAIC HOLDINGS, INC.	10,571	0.02%	$585K	-1,905 (-15.3%)
153	Numerai GP LLC	10,358	0.02%	$573K	NEW
154	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	10,129	0.02%	$561K	—
155	Baird Financial Group, Inc.	10,121	0.02%	$560K	—
156	Mariner, LLC	10,079	0.02%	$558K	-21,767 (-68.4%)
157	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	9,952	0.02%	$551K	—
158	INTECH INVESTMENT MANAGEMENT LLC	9,709	0.02%	$537K	-743 (-7.1%)
159	TOTH FINANCIAL ADVISORY CORP	9,695	0.02%	$537K	+400 (+4.3%)
160	FIRST CITIZENS BANK & TRUST CO	9,650	0.02%	$534K	—
161	KLP KAPITALFORVALTNING AS	9,533	0.02%	$528K	—
162	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	9,530	0.02%	$527K	-452 (-4.5%)
163	Vanguard Investments Australia, Ltd.	9,494	0.02%	$525K	—
164	State of Tennessee, Department of Treasury	9,340	0.02%	$517K	—
165	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	9,192	0.02%	$509K	—
166	CSM Advisors, LLC	8,975	0.02%	$498K	NEW
167	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	8,658	0.02%	$491K	+544 (+6.7%)
168	VOYA INVESTMENT MANAGEMENT LLC	8,401	0.02%	$465K	+1,238 (+17.3%)
169	RFG Advisory, LLC	8,053	0.02%	$446K	+7 (+0.1%)
170	Pictet Asset Management Holding SA	8,017	0.02%	$444K	—
171	PNC Financial Services Group, Inc.	7,847	0.02%	$434K	+1,083 (+16.0%)
172	Engineers Gate Manager LP	7,414	0.01%	$410K	NEW
173	MQS Management LLC	7,130	0.01%	$395K	-3,405 (-32.3%)
174	QUADRANT CAPITAL GROUP LLC	7,088	0.01%	$392K	-89 (-1.2%)
175	COMMERCE BANK	6,966	0.01%	$386K	+1,519 (+27.9%)
176	Welch Group, LLC	6,814	0.01%	$377K	+687 (+11.2%)
177	MAI Capital Management	6,525	0.01%	$361K	+149 (+2.3%)
178	ProShare Advisors LLC	6,290	0.01%	$348K	-555 (-8.1%)
179	MML INVESTORS SERVICES, LLC	6,228	0.01%	$345K	+852 (+15.8%)
180	IFG Advisory, LLC	6,168	0.01%	$341K	NEW
181	EQUITABLE TRUST CO	5,977	0.01%	$331K	—
182	STATE OF WISCONSIN INVESTMENT BOARD	5,917	0.01%	$328K	+1,639 (+38.3%)
183	Maryland State Retirement & Pension System	5,886	0.01%	$326K	—
184	Quadrature Capital Ltd	5,858	0.01%	$324K	NEW
185	SAGESPRING WEALTH PARTNERS, LLC	5,825	0.01%	$322K	—
186	Amundi	5,545	0.01%	$307K	-895 (-13.9%)
187	STEEL GROVE CAPITAL ADVISORS, LLC	5,526	0.01%	$306K	-10 (-0.2%)
188	TBH Global Asset Management, LLC	5,500	0.01%	$304K	-2 (-0.0%)
189	TRUIST FINANCIAL CORP	5,445	0.01%	$301K	-319 (-5.5%)
190	Cerity Partners LLC	5,211	0.01%	$288K	-2,175 (-29.4%)
191	Aptus Capital Advisors, LLC	5,181	0.01%	$287K	NEW
192	Blue Trust, Inc.	5,168	0.01%	$286K	—
193	Fisher Asset Management, LLC	4,919	0.01%	$272K	+94 (+1.9%)
194	ZWJ INVESTMENT COUNSEL INC	4,875	0.01%	$270K	+601 (+14.1%)
195	Cresset Asset Management, LLC	4,842	0.01%	$268K	-21 (-0.4%)
196	Pathstone Holdings, LLC	4,721	0.01%	$261K	+864 (+22.4%)
197	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	4,603	0.01%	$255K	-17 (-0.4%)
198	Sunburst Financial Group, LLC	4,600	0.01%	$255K	NEW
199	Storgate, LLC	4,596	0.01%	$254K	NEW
200	Universal- Beteiligungs- und Servicegesellschaft mbH	4,576	0.01%	$253K	NEW
201	Decker Wealth Management LLC	4,500	0.01%	$249K	-500 (-10.0%)
202	Sowell Financial Services LLC	4,412	0.01%	$244K	+384 (+9.5%)
203	NewEdge Wealth, LLC	4,377	0.01%	$242K	NEW
204	Vestmark Advisory Solutions, Inc.	4,377	0.01%	$242K	NEW
205	DRW Securities, LLC	4,365	0.01%	$242K	NEW
206	XPONANCE LLC	4,264	0.01%	$236K	+117 (+2.8%)
207	Brookstone Capital Management	4,148	0.01%	$230K	-1,200 (-22.4%)
208	Ensign Peak Advisors, Inc	4,063	0.01%	$225K	—
209	Ameritas Investment Partners, Inc.	4,036	0.01%	$223K	+381 (+10.4%)
210	PROFUND ADVISORS LLC	3,993	0.01%	$221K	+56 (+1.4%)
211	Tower Research Capital LLC (TRC)	3,934	0.01%	$218K	+169 (+4.5%)
212	MARSHALL WACE, LLP	3,872	0.01%	$214K	NEW
213	US BANCORP \DE\	3,479	0.01%	$193K	+781 (+28.9%)
214	Mayfair Advisory Group, LLC	3,462	0.01%	$205K	NEW
215	Arax Advisory Partners	3,227	0.01%	$179K	NEW
216	DELTA ASSET MANAGEMENT LLC/TN	3,000	0.01%	$166K	—
217	Clearstead Advisors, LLC	2,972	0.01%	$164K	+36 (+1.2%)
218	SG Americas Securities, LLC	2,560	0.01%	$142K	-8,725 (-77.3%)
219	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	2,346	0.00%	$130K	—
220	GAMMA Investing LLC	2,346	0.00%	$130K	+151 (+6.9%)
221	NISA INVESTMENT ADVISORS, LLC	1,839	0.00%	$102K	-2,691 (-59.4%)
222	Quantbot Technologies LP	1,572	0.00%	$87K	NEW
223	Aster Capital Management (DIFC) Ltd	1,388	0.00%	$77K	NEW
224	UMB Bank, n.a.	1,010	0.00%	$56K	+402 (+66.1%)
225	Pinnacle Wealth Planning Services, Inc.	913	0.00%	$51K	+31 (+3.5%)
226	BESSEMER GROUP INC	899	0.00%	$50K	—
227	Sterling Capital Management LLC	896	0.00%	$50K	-570 (-38.9%)
228	FIRST HORIZON CORP	861	0.00%	$48K	+61 (+7.6%)
229	ASSETMARK, INC	853	0.00%	$47K	+198 (+30.2%)
230	Center for Financial Planning, Inc.	800	0.00%	$44K	—
231	HANTZ FINANCIAL SERVICES, INC.	720	0.00%	$40K	+174 (+31.9%)
232	Global Retirement Partners, LLC	718	0.00%	$40K	NEW
233	SIGNATUREFD, LLC	715	0.00%	$40K	—
234	Nykredit A/S	662	0.00%	$37K	NEW
235	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	657	0.00%	$36K	-63 (-8.8%)
236	LANARK FINANCIAL, INC.	650	0.00%	$36K	+111 (+20.6%)
237	HUNTINGTON NATIONAL BANK	564	0.00%	$31K	-72 (-11.3%)
238	Tripletail Wealth Management, LLC	520	0.00%	$29K	—
239	Versant Capital Management, Inc	473	0.00%	$26K	-135 (-22.2%)
240	EverSource Wealth Advisors, LLC	428	0.00%	$24K	-478 (-52.8%)
241	PRIVATE TRUST CO NA	393	0.00%	$22K	+68 (+20.9%)
242	Kemnay Advisory Services Inc.	352	0.00%	$19K	+120 (+51.7%)
243	Optiver Holding B.V.	346	0.00%	$19K	+320 (+1230.8%)
244	Farther Finance Advisors, LLC	315	0.00%	$17K	-7 (-2.2%)
245	Cedar Mountain Advisors, LLC	289	0.00%	$16K	—
246	Mitsubishi UFJ Asset Management Co., Ltd.	274	0.00%	$15K	—
247	Smartleaf Asset Management LLC	252	0.00%	$14K	—
248	Allworth Financial LP	218	0.00%	$12K	-60 (-21.6%)
249	LOS ANGELES CAPITAL MANAGEMENT LLC	197	0.00%	$11K	-7,999 (-97.6%)
250	True Wealth Design, LLC	178	0.00%	$10K	-13 (-6.8%)

Exited since 2026-03-31 (28 filers; largest 25 shown)

North Reef Capital Management LP	−500,000
JANUS HENDERSON GROUP PLC	−385,498
SCHRODER INVESTMENT MANAGEMENT GROUP	−205,899
Stieven Capital Advisors, L.P.	−107,116
M Holdings Securities, Inc.	−17,491
VARCOV Co.	−16,291
Artemis Investment Management LLP	−12,042
MANGROVE PARTNERS IM, LLC	−7,272
Brevan Howard Capital Management LP	−6,250
Fieldview Capital Management, LLC	−5,935
Hillsdale Investment Management Inc.	−5,750
LBMC INVESTMENT ADVISORS, LLC	−5,614
CWM, LLC	−5,450
Koshinski Asset Management, Inc.	−5,184
TECTONIC ADVISORS LLC	−4,917
SWMG, LLC	−4,810
ZACKS INVESTMENT MANAGEMENT	−4,330
GTS SECURITIES LLC	−3,984
Annis Gardner Whiting Capital Advisors, LLC	−2,532
State of Wyoming	−1,216
Advisory Services Network, LLC	−708
Root Financial Partners, LLC	−226
HARBOR INVESTMENT ADVISORY, LLC	−211
Sound Income Strategies, LLC	−61
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	−25

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
Ayers J. Jonathan	SCHEDULE 13D/A	2026-05-22	2026-05-21	17,692	0%
Estate of James W. Ayers	SCHEDULE 13D/A	2026-05-22	2026-05-21	0	0%
James Austin McPherson	SCHEDULE 13D/A	2026-05-22	2026-05-21	11,584	0%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
T. Rowe Price Investment Management, Inc.	SCHEDULE 13G/A	2025-11-14	2025-09-30	4,303,443	8%
BlackRock, Inc.	SCHEDULE 13G/A	2025-04-28	2025-03-31	5,444,624	11.7%

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.