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.
Share classes (cover page of the 10-Q filed 2026-08-06, as of 2026-08-03)
| Class | Listed | Shares outstanding | Held by 13F filers | % of class | Holders | CUSIP |
|---|---|---|---|---|---|---|
| Common stock | BY · NYSE | 45,186,420 | 24,964,600 | 55.2% | 208 | 124411109 |
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.
Top holders (208 of 208 · 124411109)
change vs 2026-03-31| # | Filer | Shares | % of class | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,510,896 | 7.77% | $132.2M | +215,973 (+6.6%) |
| 2 | DIMENSIONAL FUND ADVISORS LP | 2,424,824 | 5.37% | $91.3M | +58,224 (+2.5%) |
| 3 | T. Rowe Price Investment Management, Inc. | 1,495,588 | 3.31% | $56.3M | +880,879 (+143.3%) |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1,191,625 | 2.64% | $44.9M | -66,974 (-5.3%) |
| 5 | STATE STREET CORP | 1,089,293 | 2.41% | $41.0M | +58,231 (+5.6%) |
| 6 | AMERICAN CENTURY COMPANIES INC | 1,009,951 | 2.24% | $38.0M | +104,762 (+11.6%) |
| 7 | Boston Partners | 883,689 | 1.96% | $33.2M | -34,760 (-3.8%) |
| 8 | FEDERATED HERMES, INC. | 857,825 | 1.90% | $32.3M | +233,404 (+37.4%) |
| 9 | AQR CAPITAL MANAGEMENT LLC | 813,855 | 1.80% | $30.6M | +148,469 (+22.3%) |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 810,208 | 1.79% | $30.5M | +22,175 (+2.8%) |
| 11 | JPMORGAN CHASE & CO | 507,652 | 1.12% | $19.1M | +48,235 (+10.5%) |
| 12 | Ararat Capital Management LP | 490,609 | 1.09% | $18.5M | -133,163 (-21.3%) |
| 13 | WELLINGTON MANAGEMENT GROUP LLP | 488,460 | 1.08% | $18.4M | -535,488 (-52.3%) |
| 14 | Nuveen, LLC | 437,302 | 0.97% | $16.5M | +12,435 (+2.9%) |
| 15 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 424,253 | 0.94% | $16.0M | +728 (+0.2%) |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | 362,683 | 0.80% | $13.7M | +26,844 (+8.0%) |
| 17 | TWO SIGMA INVESTMENTS, LP | 350,081 | 0.77% | $13.2M | +143,127 (+69.2%) |
| 18 | MORGAN STANLEY | 301,094 | 0.67% | $11.3M | +19,103 (+6.8%) |
| 19 | NORTHERN TRUST CORP | 295,900 | 0.65% | $11.1M | +29,488 (+11.1%) |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 269,067 | 0.60% | $10.1M | +620 (+0.2%) |
| 21 | MILLENNIUM MANAGEMENT LLC | 250,593 | 0.55% | $9.4M | -37,071 (-12.9%) |
| 22 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 245,280 | 0.54% | $9.2M | +173,091 (+239.8%) |
| 23 | ENDEAVOUR CAPITAL ADVISORS INC | 238,671 | 0.53% | $9.0M | +58,029 (+32.1%) |
| 24 | Qube Research & Technologies Ltd | 219,168 | 0.49% | $8.3M | -122,359 (-35.8%) |
| 25 | Empowered Funds, LLC | 213,253 | 0.47% | $8.0M | +10,728 (+5.3%) |
| 26 | GOLDMAN SACHS GROUP INC | 212,551 | 0.47% | $8.0M | -86,890 (-29.0%) |
| 27 | VANGUARD FIDUCIARY TRUST CO | 210,966 | 0.47% | $7.9M | +4,055 (+2.0%) |
| 28 | Detalus Advisors, LLC | 196,050 | 0.43% | $7.4M | -3,724 (-1.9%) |
| 29 | DENALI ADVISORS LLC | 185,516 | 0.41% | $7.0M | +18,100 (+10.8%) |
| 30 | FMR LLC | 182,355 | 0.40% | $6.9M | -643,714 (-77.9%) |
| 31 | Bank of New York Mellon Corp | 167,130 | 0.37% | $6.3M | +3,786 (+2.3%) |
| 32 | Creative Planning | 163,467 | 0.36% | $6.2M | +20,291 (+14.2%) |
| 33 | Thrivent Financial for Lutherans | 157,091 | 0.35% | $5.9M | +67,862 (+76.1%) |
| 34 | BANK OF AMERICA CORP /DE/ | 151,407 | 0.34% | $5.7M | +15,571 (+11.5%) |
| 35 | Curi Capital, LLC | 143,042 | 0.32% | $5.4M | -1,216 (-0.8%) |
| 36 | ZACKS INVESTMENT MANAGEMENT | 139,641 | 0.31% | $5.3M | +8,636 (+6.6%) |
| 37 | Mariner, LLC | 137,192 | 0.30% | $5.2M | +8,163 (+6.3%) |
| 38 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 134,158 | 0.30% | $5.1M | — |
| 39 | MALTESE CAPITAL MANAGEMENT LLC | 130,000 | 0.29% | $4.9M | -90,615 (-41.1%) |
| 40 | MENDON CAPITAL ADVISORS CORP | 125,000 | 0.28% | $4.7M | — |
| 41 | FIRST TRUST ADVISORS LP | 123,776 | 0.27% | $4.7M | +37,267 (+43.1%) |
| 42 | FRANKLIN RESOURCES INC | 110,959 | 0.25% | $4.2M | +7,713 (+7.5%) |
| 43 | FIDUCIENT ADVISORS LLC | 110,850 | 0.25% | $4.2M | -3,422 (-3.0%) |
| 44 | JACOBS LEVY EQUITY MANAGEMENT, INC | 106,896 | 0.24% | $4.0M | -10,949 (-9.3%) |
| 45 | Trexquant Investment LP | 98,544 | 0.22% | $3.7M | -3,046 (-3.0%) |
| 46 | UBS Group AG | 96,743 | 0.21% | $3.6M | -61,692 (-38.9%) |
| 47 | Point72 Asset Management, L.P. | 90,304 | 0.20% | $3.4M | +42,414 (+88.6%) |
| 48 | Man Group plc | 88,827 | 0.20% | $3.3M | +38,213 (+75.5%) |
| 49 | RENAISSANCE TECHNOLOGIES LLC | 80,600 | 0.18% | $3.0M | NEW |
| 50 | BLAIR WILLIAM & CO/IL | 79,924 | 0.18% | $3.0M | +3,938 (+5.2%) |
| 51 | CITADEL ADVISORS LLC | 73,908 | 0.16% | $2.8M | +18,886 (+34.3%) |
| 52 | TUDOR INVESTMENT CORP ET AL | 68,297 | 0.15% | $2.6M | -52,088 (-43.3%) |
| 53 | IEQ CAPITAL, LLC | 67,013 | 0.15% | $2.5M | +455 (+0.7%) |
| 54 | Swiss National Bank | 66,300 | 0.15% | $2.5M | -1,600 (-2.4%) |
| 55 | ALLIANCEBERNSTEIN L.P. | 61,011 | 0.14% | $1.9M | -26,500 (-30.3%) |
| 56 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 58,133 | 0.13% | $2.2M | +3,145 (+5.7%) |
| 57 | NEW YORK STATE COMMON RETIREMENT FUND | 57,309 | 0.13% | $2.2M | — |
| 58 | WELLS FARGO & COMPANY/MN | 56,879 | 0.13% | $2.1M | +13,329 (+30.6%) |
| 59 | AMERIPRISE FINANCIAL INC | 55,562 | 0.12% | $2.1M | -525 (-0.9%) |
| 60 | Focus Partners Wealth | 52,353 | 0.12% | $2.0M | +701 (+1.4%) |
| 61 | ALGERT GLOBAL LLC | 51,600 | 0.11% | $1.9M | NEW |
| 62 | Campbell & CO Investment Adviser LLC | 51,493 | 0.11% | $1.9M | +29,425 (+133.3%) |
| 63 | PRINCIPAL FINANCIAL GROUP INC | 49,693 | 0.11% | $1.9M | +3,263 (+7.0%) |
| 64 | Invesco Ltd. | 47,610 | 0.11% | $1.8M | -4,422 (-8.5%) |
| 65 | Cambridge Investment Research Advisors, Inc. | 46,904 | 0.10% | $1.8M | +23,386 (+99.4%) |
| 66 | RHUMBLINE ADVISERS | 45,319 | 0.10% | $1.7M | +2,600 (+6.1%) |
| 67 | BNP PARIBAS FINANCIAL MARKETS | 40,327 | 0.09% | $1.5M | +9,040 (+28.9%) |
| 68 | PRUDENTIAL FINANCIAL INC | 39,605 | 0.09% | $1.5M | -4,090 (-9.4%) |
| 69 | BARCLAYS PLC | 38,205 | 0.08% | $1.4M | -7,442 (-16.3%) |
| 70 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 32,492 | 0.07% | $1.2M | +1,198 (+3.8%) |
| 71 | XTX Topco Ltd | 31,999 | 0.07% | $1.2M | +19,515 (+156.3%) |
| 72 | QUATTRO FINANCIAL ADVISORS LLC | 30,000 | 0.07% | $1.1M | — |
| 73 | DEUTSCHE BANK AG\ | 29,858 | 0.07% | $1.1M | -15 (-0.1%) |
| 74 | CITIGROUP INC | 29,144 | 0.06% | $1.1M | +4,096 (+16.4%) |
| 75 | WEDGE CAPITAL MANAGEMENT L L P/NC | 28,868 | 0.06% | $1.1M | -631 (-2.1%) |
| 76 | Russell Investments Group, Ltd. | 28,240 | 0.06% | $1.1M | +23,429 (+487.0%) |
| 77 | Quantinno Capital Management LP | 28,153 | 0.06% | $1.1M | +8,757 (+45.1%) |
| 78 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 28,053 | 0.06% | $1.1M | +2,900 (+11.5%) |
| 79 | PDT Partners, LLC | 27,315 | 0.06% | $1.0M | — |
| 80 | HSBC HOLDINGS PLC | 26,758 | 0.06% | $1.0M | -18,058 (-40.3%) |
| 81 | CANADA PENSION PLAN INVESTMENT BOARD | 26,000 | 0.06% | $979K | — |
| 82 | PRICE T ROWE ASSOCIATES INC /MD/ | 25,813 | 0.06% | $973K | +2,844 (+12.4%) |
| 83 | TEACHER RETIREMENT SYSTEM OF TEXAS | 24,908 | 0.06% | $938K | +2,462 (+11.0%) |
| 84 | Legal & General Group Plc | 24,770 | 0.05% | $933K | +238 (+1.0%) |
| 85 | DARK FOREST CAPITAL MANAGEMENT LP | 23,561 | 0.05% | $887K | +11,073 (+88.7%) |
| 86 | VANGUARD ASSET MANAGEMENT, Ltd | 22,299 | 0.05% | $840K | — |
| 87 | MERCER GLOBAL ADVISORS INC /ADV | 22,217 | 0.05% | $837K | +6,267 (+39.3%) |
| 88 | ACADIAN ASSET MANAGEMENT LLC | 20,981 | 0.05% | $789K | NEW |
| 89 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 19,860 | 0.04% | $740K | +4,179 (+26.7%) |
| 90 | D. E. Shaw & Co., Inc. | 19,798 | 0.04% | $746K | NEW |
| 91 | Vanguard Global Advisers, LLC | 19,715 | 0.04% | $742K | — |
| 92 | BANC FUNDS CO LLC | 19,682 | 0.04% | $741K | -14,475 (-42.4%) |
| 93 | MetLife Investment Management, LLC | 18,638 | 0.04% | $702K | +165 (+0.9%) |
| 94 | Quantbot Technologies LP | 18,348 | 0.04% | $691K | NEW |
| 95 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,081 | 0.04% | $681K | -32,135 (-64.0%) |
| 96 | Inspire Investing, LLC | 18,056 | 0.04% | $680K | +1,919 (+11.9%) |
| 97 | PNC Financial Services Group, Inc. | 17,327 | 0.04% | $653K | -88 (-0.5%) |
| 98 | Brevan Howard Capital Management LP | 17,180 | 0.04% | $647K | NEW |
| 99 | PRINCETON CAPITAL MANAGEMENT LLC | 17,074 | 0.04% | $643K | +587 (+3.6%) |
| 100 | Sequoia Financial Advisors, LLC | 16,654 | 0.04% | $627K | NEW |
| 101 | ALPS ADVISORS INC | 16,437 | 0.04% | $619K | +197 (+1.2%) |
| 102 | STRS OHIO | 16,400 | 0.04% | $618K | +4,700 (+40.2%) |
| 103 | Capstone Financial Advisors, Inc. | 16,040 | 0.04% | $604K | — |
| 104 | Aquatic Capital Management LLC | 15,478 | 0.03% | $583K | +13,799 (+821.9%) |
| 105 | Mitsubishi UFJ Trust & Banking Corp | 15,329 | 0.03% | $577K | NEW |
| 106 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14,870 | 0.03% | $560K | -662 (-4.3%) |
| 107 | Rafferty Asset Management, LLC | 14,535 | 0.03% | $547K | -7,989 (-35.5%) |
| 108 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 14,287 | 0.03% | $538K | -194 (-1.3%) |
| 109 | Jackson Creek Investment Advisors LLC | 14,035 | 0.03% | $551K | -44 (-0.3%) |
| 110 | EntryPoint Capital, LLC | 13,957 | 0.03% | $526K | — |
| 111 | Engineers Gate Manager LP | 13,800 | 0.03% | $520K | -17,506 (-55.9%) |
| 112 | Balyasny Asset Management L.P. | 13,206 | 0.03% | $497K | -1,442 (-9.8%) |
| 113 | DEARBORN PARTNERS LLC | 12,780 | 0.03% | $442K | +6,390 (+100.0%) |
| 114 | Zurcher Kantonalbank (Zurich Cantonalbank) | 12,105 | 0.03% | $456K | -1,505 (-11.1%) |
| 115 | Schonfeld Strategic Advisors LLC | 12,028 | 0.03% | $453K | NEW |
| 116 | SG Americas Securities, LLC | 11,674 | 0.03% | $440K | -5,314 (-31.3%) |
| 117 | MOSAIC FINANCIAL GROUP, LLC | 11,325 | 0.03% | $426K | — |
| 118 | Abacus Wealth Partners, LLC | 11,179 | 0.02% | $421K | -9,914 (-47.0%) |
| 119 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11,095 | 0.02% | $418K | — |
| 120 | Cerity Partners LLC | 10,649 | 0.02% | $401K | +2,338 (+28.1%) |
| 121 | ZEVIN ASSET MANAGEMENT LLC | 10,624 | 0.02% | $400K | — |
| 122 | VIRTUS ADVISERS, LLC | 10,435 | 0.02% | $393K | +256 (+2.5%) |
| 123 | Jupiter Topco LLC | 10,347 | 0.02% | $390K | NEW |
| 124 | OCCUDO QUANTITATIVE STRATEGIES LP | 10,200 | 0.02% | $384K | NEW |
| 125 | Hillsdale Investment Management Inc. | 10,170 | 0.02% | $383K | NEW |
| 126 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,145 | 0.02% | $382K | -66 (-0.6%) |
| 127 | Chicago Partners Investment Group LLC | 9,831 | 0.02% | $370K | +1,272 (+14.9%) |
| 128 | Police & Firemen's Retirement System of New Jersey | 9,554 | 0.02% | $360K | +1,228 (+14.7%) |
| 129 | MARTINGALE ASSET MANAGEMENT L P | 9,422 | 0.02% | $355K | NEW |
| 130 | Sterling Capital Management LLC | 9,278 | 0.02% | $349K | -399 (-4.1%) |
| 131 | TD Asset Management Inc | 9,202 | 0.02% | $347K | NEW |
| 132 | CIBC Bancorp USA Inc. | 9,125 | 0.02% | $344K | +157 (+1.8%) |
| 133 | ARIZONA STATE RETIREMENT SYSTEM | 9,120 | 0.02% | $343K | -328 (-3.5%) |
| 134 | FIFTH THIRD BANCORP | 9,053 | 0.02% | $341K | +48 (+0.5%) |
| 135 | HighTower Advisors, LLC | 8,987 | 0.02% | $338K | -5,977 (-39.9%) |
| 136 | Jain Global LLC | 8,632 | 0.02% | $325K | NEW |
| 137 | DRW Securities, LLC | 8,007 | 0.02% | $302K | NEW |
| 138 | CAPTRUST FINANCIAL ADVISORS | 8,004 | 0.02% | $301K | NEW |
| 139 | FIRST AMERICAN BANK | 7,932 | 0.02% | $299K | — |
| 140 | KLP KAPITALFORVALTNING AS | 7,800 | 0.02% | $294K | — |
| 141 | Swiss Life Asset Management Ltd | 7,295 | 0.02% | $275K | NEW |
| 142 | Oceanside Advisors LLC | 7,100 | 0.02% | $267K | — |
| 143 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 7,074 | 0.02% | $266K | — |
| 144 | Cornerstone Investment Partners, LLC | 7,033 | 0.02% | $265K | -333 (-4.5%) |
| 145 | Vanguard Investments Australia, Ltd. | 6,674 | 0.01% | $251K | — |
| 146 | VOYA INVESTMENT MANAGEMENT LLC | 6,452 | 0.01% | $243K | NEW |
| 147 | ENVESTNET ASSET MANAGEMENT INC | 6,407 | 0.01% | $241K | NEW |
| 148 | QUADRANT CAPITAL GROUP LLC | 6,396 | 0.01% | $241K | +28 (+0.4%) |
| 149 | Cresset Asset Management, LLC | 6,390 | 0.01% | $241K | — |
| 150 | Squarepoint Ops LLC | 6,266 | 0.01% | $236K | NEW |
| 151 | Corient Private Wealth LP | 6,199 | 0.01% | $233K | NEW |
| 152 | INTECH INVESTMENT MANAGEMENT LLC | 6,157 | 0.01% | $232K | -1,890 (-23.5%) |
| 153 | BRIGHTON JONES LLC | 5,718 | 0.01% | $215K | NEW |
| 154 | Pictet Asset Management Holding SA | 5,450 | 0.01% | $205K | NEW |
| 155 | LSV ASSET MANAGEMENT | 5,000 | 0.01% | $188K | — |
| 156 | Arax Advisory Partners | 4,412 | 0.01% | $166K | +4,337 (+5782.7%) |
| 157 | GLOBEFLEX CAPITAL L P | 4,095 | 0.01% | $154K | — |
| 158 | CANADA LIFE ASSURANCE Co | 4,012 | 0.01% | $151K | — |
| 159 | State of Tennessee, Department of Treasury | 3,884 | 0.01% | $146K | NEW |
| 160 | Parkside Financial Bank & Trust | 3,106 | 0.01% | $117K | -84 (-2.6%) |
| 161 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 2,864 | 0.01% | $108K | — |
| 162 | Farther Finance Advisors, LLC | 2,685 | 0.01% | $101K | -266 (-9.0%) |
| 163 | Ameritas Investment Partners, Inc. | 2,620 | 0.01% | $99K | — |
| 164 | NISA INVESTMENT ADVISORS, LLC | 2,559 | 0.01% | $96K | +2,515 (+5715.9%) |
| 165 | Amova Asset Management Americas, Inc. | 1,966 | 0.00% | $74K | NEW |
| 166 | Cullen/Frost Bankers, Inc. | 1,813 | 0.00% | $68K | +277 (+18.0%) |
| 167 | State of Alaska, Department of Revenue | 1,676 | 0.00% | $63K | — |
| 168 | Allworth Financial LP | 1,617 | 0.00% | $61K | +491 (+43.6%) |
| 169 | ROYAL BANK OF CANADA | 1,590 | 0.00% | $60K | -742 (-31.8%) |
| 170 | Tower Research Capital LLC (TRC) | 1,263 | 0.00% | $48K | -354 (-21.9%) |
| 171 | EverSource Wealth Advisors, LLC | 840 | 0.00% | $32K | -477 (-36.2%) |
| 172 | US BANCORP \DE\ | 731 | 0.00% | $28K | +202 (+38.2%) |
| 173 | JONES FINANCIAL COMPANIES LLLP | 721 | 0.00% | $27K | +55 (+8.3%) |
| 174 | HARBOR CAPITAL ADVISORS, INC. | 692 | 0.00% | $26K | -311 (-31.0%) |
| 175 | Essential Partners LLC | 604 | 0.00% | $23K | -592 (-49.5%) |
| 176 | IFP Advisors, Inc | 511 | 0.00% | $19K | +83 (+19.4%) |
| 177 | Smartleaf Asset Management LLC | 487 | 0.00% | $18K | — |
| 178 | GAMMA Investing LLC | 462 | 0.00% | $17K | +29 (+6.7%) |
| 179 | ROTHSCHILD INVESTMENT LLC | 369 | 0.00% | $14K | +83 (+29.0%) |
| 180 | Pinnacle Wealth Planning Services, Inc. | 187 | 0.00% | $7K | — |
| 181 | Clearstead Advisors, LLC | 178 | 0.00% | $7K | NEW |
| 182 | Basecamp Wealth Advisors LLC | 170 | 0.00% | $6K | +21 (+14.1%) |
| 183 | HUNTINGTON NATIONAL BANK | 154 | 0.00% | $6K | — |
| 184 | Parallel Advisors, LLC | 154 | 0.00% | $6K | +19 (+14.1%) |
| 185 | LOS ANGELES CAPITAL MANAGEMENT LLC | 146 | 0.00% | $5K | — |
| 186 | Optiver Holding B.V. | 133 | 0.00% | $5K | +7 (+5.6%) |
| 187 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 115 | 0.00% | $4K | +18 (+18.6%) |
| 188 | Continuum Advisory, LLC | 107 | 0.00% | $4K | NEW |
| 189 | SIGNATUREFD, LLC | 104 | 0.00% | $4K | — |
| 190 | True Wealth Design, LLC | 96 | 0.00% | $4K | -22 (-18.6%) |
| 191 | PICTON MAHONEY ASSET MANAGEMENT | 94 | 0.00% | $4K | NEW |
| 192 | Versant Capital Management, Inc | 72 | 0.00% | $3K | — |
| 193 | GFS Advisors, LLC | 55 | 0.00% | $76.8M | NEW |
| 194 | SJS Investment Consulting Inc. | 55 | 0.00% | $2K | +37 (+205.6%) |
| 195 | Bogart Wealth, LLC | 50 | 0.00% | $2K | NEW |
| 196 | Transamerica Financial Advisors, LLC | 35 | 0.00% | $1K | NEW |
| 197 | OSAIC HOLDINGS, INC. | 35 | 0.00% | $1K | -3 (-7.9%) |
| 198 | Bruce G. Allen Investments, LLC | 34 | 0.00% | $1K | — |
| 199 | Bare Financial Services, Inc | 34 | 0.00% | $1K | — |
| 200 | Steward Partners Investment Advisory, LLC | 29 | 0.00% | $1K | NEW |
| 201 | Trust Co | 21 | 0.00% | $791 | — |
| 202 | Fortitude Family Office, LLC | 20 | 0.00% | $753 | NEW |
| 203 | Physician Wealth Advisors, Inc. | 19 | 0.00% | $716 | -46 (-70.8%) |
| 204 | MassMutual Private Wealth & Trust, FSB | 16 | 0.00% | $603 | — |
| 205 | Covestor Ltd | 15 | 0.00% | $1K | -280 (-94.9%) |
| 206 | JPL Wealth Management, LLC | 15 | 0.00% | $565 | -1 (-6.3%) |
| 207 | Wealth Enhancement Trust Services, Inc. | 13 | 0.00% | $490 | NEW |
| 208 | Caitong International Asset Management Co., Ltd | 5 | 0.00% | $188 | -7 (-58.3%) |
Exited since 2026-03-31 (15 filers; largest 15 shown)
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 |
|---|---|---|---|---|---|
| ANTONIO DEL VALLE PEROCHENA | SCHEDULE 13G/A | 2026-08-17 | 2026-08-07 | 11,575,953 | 25.6% |
| MBG INVESTORS I, LP | SCHEDULE 13G/A | 2026-08-17 | 2026-08-07 | 11,535,145 | 25.5% |
| BlackRock, Inc. | SCHEDULE 13G | 2025-10-17 | 2025-09-30 | 2,300,335 | 5.02% |
| Dimensional Fund Advisors LP | SCHEDULE 13G | 2025-10-09 | 2025-09-30 | 2,322,339 | 5.1% |
| Estate of Daniel L. Goodwin | SCHEDULE 13G/A | 2025-07-07 | 2025-06-30 | 13,613 | 0% |
| Antonio del Valle Perochena | SCHEDULE 13G/A | 2025-02-13 | 2025-02-12 | 11,835,145 | 26.7% |
| MBG Investors I, L.P. | SCHEDULE 13G/A | 2025-02-13 | 2025-02-12 | 11,835,145 | 26.7% |
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.