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.

Donnelley Financial Solutions, Inc.

CIK 0001669811DFIN· quarter ending 2026-06-30

Shares outstanding

24,585,383

as of 2026-07-24 · 10-Q cover page, filed 2026-07-30

Held by 13F filers

23,055,088

93.8% of shares outstanding

Holders

246

+1 vs 2026-03-31 · 36 new, 35 exited

Value

$967.3M

shares -5.2% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-07-30, as of 2026-07-24)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	DFIN · NYSE	24,585,383	23,055,088	93.8%	246	25787G100

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
	25787G100	COM	246	23,055,088	24,585,383	93.8%	$967.3M	—	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 (246 of 246 · 25787G100)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	3,937,601	16.02%	$165.2M	-57,728 (-1.4%)
2	STATE STREET CORP	1,200,445	4.88%	$50.4M	+39,571 (+3.4%)
3	VANGUARD CAPITAL MANAGEMENT LLC	1,056,961	4.30%	$44.3M	-57,959 (-5.2%)
4	Alberta Investment Management Corp	1,052,611	4.28%	$44.2M	+200,000 (+23.5%)
5	MORGAN STANLEY	820,801	3.34%	$34.4M	-127,818 (-13.5%)
6	RICE HALL JAMES & ASSOCIATES, LLC	775,119	3.15%	$32.5M	-4,918 (-0.6%)
7	DIMENSIONAL FUND ADVISORS LP	699,080	2.84%	$29.3M	+12,749 (+1.9%)
8	GEODE CAPITAL MANAGEMENT, LLC	633,806	2.58%	$26.6M	+7,389 (+1.2%)
9	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	631,933	2.57%	$26.5M	+86,449 (+15.8%)
10	FULLER & THALER ASSET MANAGEMENT, INC.	629,252	2.56%	$26.4M	+166,580 (+36.0%)
11	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	562,516	2.29%	$23.6M	+490,614 (+682.3%)
12	Qube Research & Technologies Ltd	530,227	2.16%	$22.2M	+423,448 (+396.6%)
13	ALGERT GLOBAL LLC	529,983	2.16%	$22.2M	+252,383 (+90.9%)
14	VANGUARD PORTFOLIO MANAGEMENT LLC	516,410	2.10%	$21.7M	+13,751 (+2.7%)
15	Boston Trust Walden Corp	449,160	1.83%	$18.8M	-17,919 (-3.8%)
16	ROYCE & ASSOCIATES LP	434,271	1.77%	$18.2M	-14,679 (-3.3%)
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	429,256	1.75%	$18.0M	-3,662 (-0.8%)
18	SHAPIRO CAPITAL MANAGEMENT LLC	425,415	1.73%	$17.8M	-22,973 (-5.1%)
19	FRONTIER CAPITAL MANAGEMENT CO LLC	419,466	1.71%	$17.6M	-234,352 (-35.8%)
20	NORTHERN TRUST CORP	397,329	1.62%	$16.7M	-21,354 (-5.1%)
21	Ophir Asset Management Pty Ltd	368,192	1.50%	$15.4M	+259,527 (+238.8%)
22	Mawer Investment Management Ltd.	347,156	1.41%	$14.6M	-76,548 (-18.1%)
23	GOLDMAN SACHS GROUP INC	333,164	1.36%	$14.0M	-81,148 (-19.6%)
24	JPMORGAN CHASE & CO	330,056	1.34%	$13.8M	-5,111 (-1.5%)
25	Access Investment Management LLC	306,305	1.25%	$12.8M	+72,470 (+31.0%)
26	LOOMIS SAYLES & CO L P	303,168	1.23%	$12.7M	-11,362 (-3.6%)
27	AQR CAPITAL MANAGEMENT LLC	201,088	0.82%	$8.4M	+128,188 (+175.8%)
28	VANGUARD FIDUCIARY TRUST CO	175,778	0.71%	$7.4M	-4,710 (-2.6%)
29	Bank of New York Mellon Corp	141,481	0.58%	$5.9M	-4,907 (-3.4%)
30	D. E. Shaw & Co., Inc.	136,259	0.55%	$5.7M	-28,816 (-17.5%)
31	BANK OF AMERICA CORP /DE/	133,693	0.54%	$5.6M	-10,803 (-7.5%)
32	Russell Investments Group, Ltd.	126,902	0.52%	$5.3M	+18,872 (+17.5%)
33	PRINCIPAL FINANCIAL GROUP INC	121,808	0.50%	$5.1M	-7,689 (-5.9%)
34	Marathon Asset Management Ltd	120,804	0.49%	$5.1M	-33,652 (-21.8%)
35	FRANKLIN RESOURCES INC	119,593	0.49%	$5.0M	+39,834 (+49.9%)
36	Invesco Ltd.	106,951	0.44%	$4.5M	-2,559 (-2.3%)
37	JANE STREET GROUP, LLC	98,502	0.40%	$4.1M	-46,434 (-32.0%)
38	UBS Group AG	97,975	0.40%	$4.1M	-48,354 (-33.0%)
39	Bridge City Capital, LLC	89,065	0.36%	$3.7M	+20,604 (+30.1%)
40	PRUDENTIAL FINANCIAL INC	86,270	0.35%	$3.6M	+22,590 (+35.5%)
41	Public Sector Pension Investment Board	85,850	0.35%	$3.6M	-9,128 (-9.6%)
42	ExodusPoint Capital Management, LP	84,676	0.34%	$3.6M	+63,654 (+302.8%)
43	Nuveen, LLC	78,932	0.32%	$3.3M	-3,019 (-3.7%)
44	AMERIPRISE FINANCIAL INC	78,916	0.32%	$3.3M	+32,238 (+69.1%)
45	ISTHMUS PARTNERS, LLC	76,464	0.31%	$3.2M	+3,563 (+4.9%)
46	Inspire Investing, LLC	73,137	0.30%	$3.1M	+26,987 (+58.5%)
47	Villanova Investment Management Co LLC	73,050	0.30%	$3.1M	+24,763 (+51.3%)
48	Cresset Asset Management, LLC	69,344	0.28%	$2.9M	+4,250 (+6.5%)
49	GLOBEFLEX CAPITAL L P	68,494	0.28%	$2.9M	—
50	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	67,451	0.27%	$2.8M	-9,970 (-12.9%)
51	WINTON GROUP Ltd	67,059	0.27%	$2.8M	NEW
52	RHUMBLINE ADVISERS	63,233	0.26%	$2.7M	-10,942 (-14.8%)
53	Creative Planning	62,973	0.26%	$2.6M	+14,326 (+29.4%)
54	Janney Montgomery Scott LLC	58,121	0.24%	$2.4M	+1,427 (+2.5%)
55	MILLENNIUM MANAGEMENT LLC	57,211	0.23%	$2.4M	+18,761 (+48.8%)
56	Legal & General Group Plc	55,771	0.23%	$2.3M	-6,222 (-10.0%)
57	XTX Topco Ltd	54,527	0.22%	$2.3M	+49,989 (+1101.6%)
58	FMR LLC	53,024	0.22%	$2.2M	+44,849 (+548.6%)
59	Fisher Asset Management, LLC	52,264	0.21%	$2.2M	-568 (-1.1%)
60	ASSETMARK, INC	51,235	0.21%	$2.1M	-1,936 (-3.6%)
61	Man Group plc	48,585	0.20%	$2.0M	-3,409 (-6.6%)
62	PRICE T ROWE ASSOCIATES INC /MD/	48,096	0.20%	$2.0M	+5,417 (+12.7%)
63	Swiss National Bank	46,200	0.19%	$1.9M	-3,700 (-7.4%)
64	MONIMUS CAPITAL MANAGEMENT, LP	44,806	0.18%	$1.9M	NEW
65	KING LUTHER CAPITAL MANAGEMENT CORP	43,524	0.18%	$1.8M	-45,464 (-51.1%)
66	Anderson Financial Strategies, LLC	42,965	0.17%	$2.1M	NEW
67	HARBOR CAPITAL ADVISORS, INC.	41,801	0.17%	$1.8M	+4,297 (+11.5%)
68	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	38,845	0.16%	$1.6M	-2,416 (-5.9%)
69	DEUTSCHE BANK AG\	38,086	0.15%	$1.6M	+1,659 (+4.6%)
70	LAZARD ASSET MANAGEMENT LLC	37,205	0.15%	$1.6M	NEW
71	WEDGE CAPITAL MANAGEMENT L L P/NC	36,151	0.15%	$1.5M	+9,992 (+38.2%)
72	FIRST TRUST ADVISORS LP	35,843	0.15%	$1.5M	+3,697 (+11.5%)
73	ACADIAN ASSET MANAGEMENT LLC	33,679	0.14%	$1.4M	+32,321 (+2380.0%)
74	SG Americas Securities, LLC	33,431	0.14%	$1.4M	+1,899 (+6.0%)
75	AMERICAN CENTURY COMPANIES INC	33,230	0.14%	$1.4M	+21,126 (+174.5%)
76	NEW YORK STATE COMMON RETIREMENT FUND	31,500	0.13%	$1.3M	+5,600 (+21.6%)
77	Numerai GP LLC	30,213	0.12%	$1.3M	+12,263 (+68.3%)
78	ALLIANCEBERNSTEIN L.P.	29,393	0.12%	$1.4M	-15 (-0.1%)
79	VIRGINIA RETIREMENT SYSTEMS ET Al	29,200	0.12%	$1.2M	+13,000 (+80.2%)
80	TEACHER RETIREMENT SYSTEM OF TEXAS	29,056	0.12%	$1.2M	NEW
81	MARTINGALE ASSET MANAGEMENT L P	28,824	0.12%	$1.2M	+16,607 (+135.9%)
82	Engineers Gate Manager LP	27,247	0.11%	$1.1M	+14,003 (+105.7%)
83	Y-Intercept (Hong Kong) Ltd	26,337	0.11%	$1.1M	NEW
84	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	26,154	0.11%	$1.1M	-9,537 (-26.7%)
85	Aquatic Capital Management LLC	23,181	0.09%	$972K	+18,457 (+390.7%)
86	WELLS FARGO & COMPANY/MN	23,130	0.09%	$970K	+13,360 (+136.7%)
87	PNC Financial Services Group, Inc.	22,818	0.09%	$957K	-164 (-0.7%)
88	CANADA LIFE ASSURANCE Co	21,019	0.09%	$882K	-1,132 (-5.1%)
89	Jump Financial, LLC	20,960	0.09%	$879K	NEW
90	BANK OF MONTREAL /CAN/	20,839	0.08%	$874K	+130 (+0.6%)
91	Allspring Global Investments Holdings, LLC	20,533	0.08%	$906K	-44,462 (-68.4%)
92	Quantinno Capital Management LP	20,141	0.08%	$845K	-3,845 (-16.0%)
93	FIFTH THIRD BANCORP	20,126	0.08%	$844K	-1,612 (-7.4%)
94	TWO SIGMA INVESTMENTS, LP	19,925	0.08%	$836K	-23,669 (-54.3%)
95	CANADA PENSION PLAN INVESTMENT BOARD	19,600	0.08%	$822K	+12,300 (+168.5%)
96	CITIGROUP INC	19,000	0.08%	$797K	+14,371 (+310.5%)
97	CITADEL ADVISORS LLC	18,687	0.08%	$784K	+2,736 (+17.2%)
98	HRT FINANCIAL LP	18,671	0.08%	$783K	NEW
99	JAMES INVESTMENT RESEARCH, INC.	17,362	0.07%	$728K	—
100	State of Alaska, Department of Revenue	16,898	0.07%	$708K	-4,978 (-22.8%)
101	Pathstone Holdings, LLC	16,769	0.07%	$703K	-909 (-5.1%)
102	VANGUARD ASSET MANAGEMENT, Ltd	16,758	0.07%	$703K	—
103	OP Asset Management Ltd	16,425	0.07%	$689K	NEW
104	Thrivent Financial for Lutherans	16,405	0.07%	$688K	-1,221,813 (-98.7%)
105	Vident Advisory, LLC	15,755	0.06%	$661K	NEW
106	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	15,298	0.06%	$228K	+2,702 (+21.5%)
107	ENVESTNET ASSET MANAGEMENT INC	15,011	0.06%	$630K	-2,010 (-11.8%)
108	Illinois Municipal Retirement Fund	14,858	0.06%	$623K	+1,096 (+8.0%)
109	Brevan Howard Capital Management LP	14,308	0.06%	$600K	+6,199 (+76.4%)
110	BOKF, NA	14,002	0.06%	$587K	+4,261 (+43.7%)
111	RAYMOND JAMES FINANCIAL INC	13,894	0.06%	$583K	-653 (-4.5%)
112	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	13,864	0.06%	$582K	-3,051 (-18.0%)
113	MetLife Investment Management, LLC	13,843	0.06%	$581K	—
114	Assenagon Asset Management S.A.	13,792	0.06%	$579K	+6,896 (+100.0%)
115	State of Tennessee, Department of Treasury	12,849	0.05%	$539K	+6,714 (+109.4%)
116	Jupiter Topco LLC	12,777	0.05%	$537K	NEW
117	ALLSTATE CORP	12,586	0.05%	$528K	NEW
118	Mariner, LLC	12,415	0.05%	$521K	+4,888 (+64.9%)
119	Quadrature Capital Ltd	12,352	0.05%	$518K	+1,335 (+12.1%)
120	Legato Capital Management LLC	12,204	0.05%	$512K	-6,106 (-33.3%)
121	Freestone Grove Partners LP	11,729	0.05%	$492K	NEW
122	State of Wyoming	11,533	0.05%	$484K	+2,214 (+23.8%)
123	Quantbot Technologies LP	11,504	0.05%	$483K	NEW
124	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	11,448	0.05%	$480K	-522 (-4.4%)
125	Zurcher Kantonalbank (Zurich Cantonalbank)	11,443	0.05%	$480K	—
126	Squarepoint Ops LLC	11,255	0.05%	$472K	+4,725 (+72.4%)
127	Louisiana State Employees Retirement System	10,900	0.04%	$457K	-900 (-7.6%)
128	MANUFACTURERS LIFE INSURANCE COMPANY, THE	10,602	0.04%	$445K	-635 (-5.7%)
129	Mitsubishi UFJ Trust & Banking Corp	10,582	0.04%	$444K	NEW
130	NorthCrest Asset Manangement, LLC	10,112	0.04%	$455K	+175 (+1.8%)
131	Vanguard Global Advisers, LLC	9,958	0.04%	$418K	-990 (-9.0%)
132	Vinva Investment Management Ltd	9,487	0.04%	$573K	NEW
133	RITHOLTZ WEALTH MANAGEMENT	8,584	0.03%	$360K	-1,369 (-13.8%)
134	EP Wealth Advisors, LLC	8,553	0.03%	$359K	NEW
135	Liontrust Investment Partners LLP	7,912	0.03%	$332K	—
136	FIRST CITIZENS BANK & TRUST CO	7,806	0.03%	$327K	-78 (-1.0%)
137	Envestnet Portfolio Solutions, Inc.	7,499	0.03%	$315K	-70 (-0.9%)
138	Lido Advisors, LLC	7,376	0.03%	$309K	+1,051 (+16.6%)
139	Police & Firemen's Retirement System of New Jersey	7,362	0.03%	$309K	—
140	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	7,079	0.03%	$297K	—
141	EXCHANGE TRADED CONCEPTS, LLC	6,949	0.03%	$292K	+2,011 (+40.7%)
142	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	6,805	0.03%	$285K	—
143	ZACKS INVESTMENT MANAGEMENT	6,745	0.03%	$283K	NEW
144	YOUSIF CAPITAL MANAGEMENT, LLC	6,719	0.03%	$282K	-324 (-4.6%)
145	AMALGAMATED BANK	6,707	0.03%	$281K	-903 (-11.9%)
146	EntryPoint Capital, LLC	6,695	0.03%	$281K	NEW
147	MERCER GLOBAL ADVISORS INC /ADV	6,660	0.03%	$279K	-263 (-3.8%)
148	SUSQUEHANNA INTERNATIONAL GROUP, LLP	6,453	0.03%	$271K	-3,638 (-36.1%)
149	ARIZONA STATE RETIREMENT SYSTEM	6,362	0.03%	$267K	-563 (-8.1%)
150	Jain Global LLC	6,184	0.03%	$259K	NEW
151	Vanguard Investments Australia, Ltd.	6,148	0.03%	$258K	—
152	Universal- Beteiligungs- und Servicegesellschaft mbH	6,080	0.02%	$255K	+442 (+7.8%)
153	INTECH INVESTMENT MANAGEMENT LLC	6,054	0.02%	$254K	-454 (-7.0%)
154	Graham Capital Management, L.P.	6,011	0.02%	$252K	NEW
155	Steward Partners Investment Advisory, LLC	5,955	0.02%	$250K	NEW
156	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	5,924	0.02%	$249K	-638 (-9.7%)
157	KLP KAPITALFORVALTNING AS	5,900	0.02%	$248K	—
158	SEI INVESTMENTS CO	5,810	0.02%	$244K	-2,971 (-33.8%)
159	MARSHALL WACE, LLP	5,800	0.02%	$243K	-5,600 (-49.1%)
160	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	5,691	0.02%	$239K	-400 (-6.6%)
161	Cerity Partners LLC	5,112	0.02%	$214K	-291 (-5.4%)
162	SCOGGIN MANAGEMENT LP	5,000	0.02%	$210K	NEW
163	BARCLAYS PLC	4,982	0.02%	$209K	+228 (+4.8%)
164	VOYA INVESTMENT MANAGEMENT LLC	4,850	0.02%	$203K	+209 (+4.5%)
165	BNP PARIBAS FINANCIAL MARKETS	4,345	0.02%	$182K	-1,175 (-21.3%)
166	LSV ASSET MANAGEMENT	3,700	0.02%	$155K	—
167	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	2,951	0.01%	$124K	-292,323 (-99.0%)
168	Ameritas Investment Partners, Inc.	2,224	0.01%	$93K	—
169	Arax Advisory Partners	1,850	0.01%	$78K	+1,745 (+1661.9%)
170	ROYAL BANK OF CANADA	1,676	0.01%	$71K	-3,068 (-64.7%)
171	Ensign Peak Advisors, Inc	1,653	0.01%	$69K	-50 (-2.9%)
172	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	1,500	0.01%	$63K	—
173	Rockefeller Capital Management L.P.	1,386	0.01%	$58K	-97 (-6.5%)
174	North Star Investment Management Corp.	1,358	0.01%	$57K	—
175	Tower Research Capital LLC (TRC)	1,248	0.01%	$52K	-834 (-40.1%)
176	HUNTINGTON NATIONAL BANK	996	0.00%	$42K	-282 (-22.1%)
177	KBC Group NV	969	0.00%	$41K	—
178	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	822	0.00%	$34K	-100,944 (-99.2%)
179	Blue Trust, Inc.	817	0.00%	$34K	+174 (+27.1%)
180	TD PRIVATE CLIENT WEALTH LLC	753	0.00%	$32K	—
181	Keating Financial Advisory Services, Inc.	684	0.00%	$29K	-38 (-5.3%)
182	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	676	0.00%	$28K	+60 (+9.7%)
183	Smartleaf Asset Management LLC	656	0.00%	$27K	—
184	NISA INVESTMENT ADVISORS, LLC	612	0.00%	$26K	+82 (+15.5%)
185	US BANCORP \DE\	604	0.00%	$25K	+184 (+43.8%)
186	SALEM INVESTMENT COUNSELORS INC	603	0.00%	$25K	—
187	SIGNATUREFD, LLC	555	0.00%	$23K	+393 (+242.6%)
188	Pinnacle Wealth Planning Services, Inc.	516	0.00%	$22K	-531 (-50.7%)
189	OSAIC HOLDINGS, INC.	432	0.00%	$18K	+210 (+94.6%)
190	Cedar Mountain Advisors, LLC	385	0.00%	$16K	—
191	Smithfield Trust Co	350	0.00%	$14K	—
192	Versant Capital Management, Inc	329	0.00%	$14K	-659 (-66.7%)
193	McMillan Office, Inc.	325	0.00%	$14K	—
194	Allworth Financial LP	273	0.00%	$11K	-82 (-23.1%)
195	HANTZ FINANCIAL SERVICES, INC.	245	0.00%	$10K	-984 (-80.1%)
196	Covestor Ltd	241	0.00%	$10K	+103 (+74.6%)
197	EverSource Wealth Advisors, LLC	233	0.00%	$10K	+115 (+97.5%)
198	WealthCollab, LLC	221	0.00%	$9K	—
199	MATHER GROUP, LLC.	205	0.00%	$9K	—
200	Essential Partners LLC	197	0.00%	$8K	+76 (+62.8%)
201	Nykredit A/S	184	0.00%	$8K	NEW
202	CALDWELL SUTTER CAPITAL, INC.	183	0.00%	$8K	—
203	Sterling Capital Management LLC	181	0.00%	$8K	-174 (-49.0%)
204	Caitong International Asset Management Co., Ltd	178	0.00%	$7K	+177 (+17700.0%)
205	SBI Securities Co., Ltd.	172	0.00%	$7K	—
206	LOS ANGELES CAPITAL MANAGEMENT LLC	159	0.00%	$7K	—
207	ROTHSCHILD INVESTMENT LLC	159	0.00%	$7K	+65 (+69.1%)
208	Farther Finance Advisors, LLC	151	0.00%	$6K	-61 (-28.8%)
209	TOTH FINANCIAL ADVISORY CORP	140	0.00%	$6K	—
210	Atlantic Union Bankshares Corp	125	0.00%	$5K	—
211	Pacer Advisors, Inc.	123	0.00%	$5K	-36 (-22.6%)
212	Altshuler Shaham Ltd	117	0.00%	$5K	NEW
213	Salomon & Ludwin, LLC	116	0.00%	$5K	-185 (-61.5%)
214	UMB Bank, n.a.	112	0.00%	$5K	-126 (-52.9%)
215	BESSEMER GROUP INC	90	0.00%	$4K	-53 (-37.1%)
216	GAMMA Investing LLC	89	0.00%	$4K	-163 (-64.7%)
217	Cullen/Frost Bankers, Inc.	83	0.00%	$3K	+16 (+23.9%)
218	Parkside Financial Bank & Trust	79	0.00%	$3K	-20 (-20.2%)
219	BOYD WATTERSON ASSET MANAGEMENT LLC/OH	76	0.00%	$3K	—
220	MassMutual Private Wealth & Trust, FSB	76	0.00%	$3K	—
221	SJS Investment Consulting Inc.	75	0.00%	$3K	+53 (+240.9%)
222	Quarry LP	62	0.00%	$3K	NEW
223	True Wealth Design, LLC	57	0.00%	$2K	NEW
224	Moisand Fitzgerald Tamayo, LLC	55	0.00%	$2K	—
225	Optiver Holding B.V.	44	0.00%	$2K	NEW
226	PRIVATE TRUST CO NA	40	0.00%	$2K	—
227	Torren Management, LLC	37	0.00%	$2K	—
228	JPL Wealth Management, LLC	35	0.00%	$1K	—
229	FARMERS & MERCHANTS INVESTMENTS INC	28	0.00%	$1K	—
230	Clearstead Advisors, LLC	25	0.00%	$1K	NEW
231	Continuum Advisory, LLC	18	0.00%	$755	NEW
232	Parallel Advisors, LLC	18	0.00%	$755	+13 (+260.0%)
233	JONES FINANCIAL COMPANIES LLLP	16	0.00%	$649	—
234	Global Retirement Partners, LLC	15	0.00%	$629	NEW
235	IFP Advisors, Inc	9	0.00%	$378	-8 (-47.1%)
236	JFS WEALTH ADVISORS, LLC	8	0.00%	$336	NEW
237	Dogwood Wealth Management LLC	6	0.00%	$252	—
238	CoreCap Advisors, LLC	5	0.00%	$210	—
239	Federation des caisses Desjardins du Quebec	5	0.00%	$210	—
240	Evolution Advisers, Inc.	4	0.00%	$0	NEW
241	Transamerica Financial Advisors, LLC	4	0.00%	$167	NEW
242	Abound Wealth Management	3	0.00%	$126	—
243	Ankerstar Wealth, LLC	2	0.00%	$84	-8 (-80.0%)
244	GILPIN WEALTH MANAGEMENT, LLC	2	0.00%	$84	-1 (-33.3%)
245	Davis Capital Management	1	0.00%	$42	NEW
246	Buck Wealth Strategies, LLC	1	0.00%	$42	NEW

Exited since 2026-03-31 (35 filers; largest 25 shown)

WESTWOOD HOLDINGS GROUP INC	−761,163
Simcoe Capital Management, LLC	−597,725
Aberdeen Group plc	−138,913
Moran Wealth Management, LLC	−45,493
Gotham Asset Management, LLC	−26,101
NOMURA HOLDINGS INC	−23,574
VICTORY CAPITAL MANAGEMENT INC	−20,978
JANUS HENDERSON GROUP PLC	−12,777
CAXTON ASSOCIATES LLP	−11,826
Magnetar Financial LLC	−10,563
EVOLVE PRIVATE WEALTH, LLC	−9,374
NATIXIS	−8,300
Balyasny Asset Management L.P.	−8,182
Empowered Funds, LLC	−6,696
Campbell & CO Investment Adviser LLC	−5,002
Brooklyn Investment Group	−4,780
LPL Financial LLC	−4,775
Crescent Grove Advisors, LLC	−4,501
Amundi	−4,442
CHOREO, LLC	−4,340
CWM, LLC	−3,289
QUADRANT CAPITAL GROUP LLC	−988
Sound Income Strategies, LLC	−332
Advisory Services Network, LLC	−99
TWIN PEAKS WEALTH ADVISORS, LLC	−72

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
Vanguard Capital Management	SCHEDULE 13G/A	2026-07-31	2026-06-30	1,245,123	4.98%
BlackRock, Inc.	SCHEDULE 13G/A	2026-04-28	2026-03-31	3,882,805	15.2%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
Dragoneer Investment Group, LLC	SCHEDULE 13G/A	2025-05-15	2025-05-15	10,056,015	5.9%
Marc Stad	SCHEDULE 13G/A	2025-05-15	2025-05-15	10,056,015	5.9%
Mawer Investment Management Ltd.	SCHEDULE 13G/A	2025-05-09	2025-03-31	1,332,775	4.67%

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.