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.

Alpha Metallurgical Resources, Inc.

CIK 0001704715AMR· quarter ending 2026-06-30

Shares outstanding

12,679,045

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

Held by 13F filers

11,154,719

88.0% of shares outstanding

Holders

254

-10 vs 2026-03-31 · 33 new, 43 exited

Value

$1.8B

shares -1.1% vs prior quarter

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

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	AMR · NYSE	12,679,045	11,154,719	88.0%	254	020764106

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
	020764106	COM	254	11,154,719	12,679,045	88.0%	$1.8B	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.

Top holders (250 of 254 · 020764106)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	1,814,175	14.31%	$299.2M	-58,612 (-3.1%)
2	STATE STREET CORP	974,463	7.69%	$160.7M	+60,662 (+6.6%)
3	DIMENSIONAL FUND ADVISORS LP	746,866	5.89%	$123.2M	+24,994 (+3.5%)
4	CONTINENTAL GENERAL INSURANCE CO	644,025	5.08%	$106.2M	—
5	VANGUARD PORTFOLIO MANAGEMENT LLC	602,427	4.75%	$99.4M	-35,820 (-5.6%)
6	GENDELL JEFFREY L	601,255	4.74%	$99.2M	+57,107 (+10.5%)
7	Goehring & Rozencwajg Associates, LLC	564,714	4.45%	$93.1M	+322,675 (+133.3%)
8	RENAISSANCE TECHNOLOGIES LLC	550,715	4.34%	$90.8M	-42,100 (-7.1%)
9	Dalal Street, LLC	517,194	4.08%	$85.3M	-62,544 (-10.8%)
10	VANGUARD CAPITAL MANAGEMENT LLC	467,037	3.68%	$77.0M	+210 (+0.0%)
11	Systrade AG	280,000	2.21%	$46.2M	—
12	GEODE CAPITAL MANAGEMENT, LLC	273,675	2.16%	$45.2M	+2,559 (+0.9%)
13	Crocodile Capital Partners GmbH	245,119	1.93%	$40.4M	+1,000 (+0.4%)
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	150,312	1.19%	$24.8M	-7,538 (-4.8%)
15	MORGAN STANLEY	134,165	1.06%	$22.1M	-27,143 (-16.8%)
16	Allianz Asset Management GmbH	112,469	0.89%	$18.6M	+40,893 (+57.1%)
17	NORTHERN TRUST CORP	109,978	0.87%	$18.1M	+2,612 (+2.4%)
18	D. E. Shaw & Co., Inc.	108,106	0.85%	$17.8M	-35,091 (-24.5%)
19	AMERICAN CENTURY COMPANIES INC	86,051	0.68%	$14.2M	-248,865 (-74.3%)
20	Hosking Partners LLP	77,658	0.61%	$12.8M	-1,131 (-1.4%)
21	VANGUARD FIDUCIARY TRUST CO	72,389	0.57%	$11.9M	+1,023 (+1.4%)
22	JPMORGAN CHASE & CO	69,798	0.55%	$11.5M	+3,796 (+5.8%)
23	Alta Fundamental Advisers LLC	69,198	0.55%	$11.4M	—
24	Bank of New York Mellon Corp	66,504	0.52%	$11.0M	-1,476 (-2.2%)
25	SUSQUEHANNA INTERNATIONAL GROUP, LLP	65,962	0.52%	$10.9M	+44,096 (+201.7%)
26	Old West Investment Management, LLC	60,213	0.47%	$9.9M	+23,738 (+65.1%)
27	NWF Advisory Services Inc.	57,925	0.46%	$9.6M	+18,390 (+46.5%)
28	PDT Partners, LLC	56,797	0.45%	$9.4M	-4,000 (-6.6%)
29	Connor, Clark & Lunn Investment Management Ltd.	54,462	0.43%	$9.0M	-43 (-0.1%)
30	BANK OF AMERICA CORP /DE/	53,128	0.42%	$8.8M	-3,698 (-6.5%)
31	PRINCIPAL FINANCIAL GROUP INC	51,812	0.41%	$8.5M	-798 (-1.5%)
32	UBS Group AG	50,253	0.40%	$8.3M	-18,420 (-26.8%)
33	GOLDMAN SACHS GROUP INC	45,378	0.36%	$7.5M	-18,400 (-28.9%)
34	FMR LLC	44,369	0.35%	$7.3M	+6,448 (+17.0%)
35	WELLS FARGO & COMPANY/MN	44,361	0.35%	$7.3M	+38,858 (+706.1%)
36	AMERIPRISE FINANCIAL INC	43,439	0.34%	$7.2M	+23,602 (+119.0%)
37	MARSHALL WACE, LLP	42,080	0.33%	$6.9M	-71,020 (-62.8%)
38	Empowered Funds, LLC	37,830	0.30%	$6.2M	+483 (+1.3%)
39	Public Sector Pension Investment Board	36,692	0.29%	$6.1M	-1,975 (-5.1%)
40	TOWLE & CO	35,996	0.28%	$5.9M	-2,125 (-5.6%)
41	Invesco Ltd.	35,287	0.28%	$5.8M	-7,393 (-17.3%)
42	OSAIC HOLDINGS, INC.	33,926	0.27%	$5.6M	+11,618 (+52.1%)
43	Nuveen, LLC	28,277	0.22%	$4.7M	+2,521 (+9.8%)
44	IMC-Chicago, LLC	27,901	0.22%	$4.6M	+23,155 (+487.9%)
45	TUDOR INVESTMENT CORP ET AL	27,545	0.22%	$4.5M	+25,446 (+1212.3%)
46	RHUMBLINE ADVISERS	27,297	0.22%	$4.5M	-4,790 (-14.9%)
47	BNP PARIBAS FINANCIAL MARKETS	26,882	0.21%	$4.4M	+24,326 (+951.7%)
48	Mraz, Amerine & Associates, Inc.	26,459	0.21%	$4.4M	-3 (-0.0%)
49	EXCHANGE TRADED CONCEPTS, LLC	25,290	0.20%	$4.2M	-9,732 (-27.8%)
50	Bridgewater Associates, LP	23,752	0.19%	$3.9M	+7,570 (+46.8%)
51	OSSIAM	22,800	0.18%	$3.8M	—
52	Susquehanna Portfolio Strategies, LLC	22,688	0.18%	$3.7M	-11,218 (-33.1%)
53	Squarepoint Ops LLC	22,604	0.18%	$3.7M	NEW
54	CITIGROUP INC	21,251	0.17%	$3.5M	+3,670 (+20.9%)
55	Swiss National Bank	21,200	0.17%	$3.5M	-400 (-1.9%)
56	STATE OF WISCONSIN INVESTMENT BOARD	20,314	0.16%	$3.4M	+11,168 (+122.1%)
57	CAPITAL FUND MANAGEMENT S.A.	20,212	0.16%	$3.3M	NEW
58	Legal & General Group Plc	19,716	0.16%	$3.3M	-694 (-3.4%)
59	LPL Financial LLC	19,686	0.16%	$3.2M	-3,239 (-14.1%)
60	SEI INVESTMENTS CO	19,505	0.15%	$3.2M	-18,708 (-49.0%)
61	Cambridge Investment Research Advisors, Inc.	15,310	0.12%	$2.5M	+6,806 (+80.0%)
62	ALLIANCEBERNSTEIN L.P.	15,110	0.12%	$3.1M	+3,700 (+32.4%)
63	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	14,559	0.11%	$2.4M	-399 (-2.7%)
64	PRICE T ROWE ASSOCIATES INC /MD/	14,150	0.11%	$2.3M	-84,806 (-85.7%)
65	PRUDENTIAL FINANCIAL INC	14,146	0.11%	$2.3M	-6,994 (-33.1%)
66	Russell Investments Group, Ltd.	13,508	0.11%	$2.2M	+3,560 (+35.8%)
67	DEUTSCHE BANK AG\	13,351	0.11%	$2.2M	-9,772 (-42.3%)
68	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	12,860	0.10%	$2.1M	-377 (-2.8%)
69	INVESTMENT HOUSE LLC	12,188	0.10%	$2.0M	-247 (-2.0%)
70	ENVESTNET ASSET MANAGEMENT INC	11,587	0.09%	$1.9M	+1,923 (+19.9%)
71	MILLENNIUM MANAGEMENT LLC	11,530	0.09%	$1.9M	-10,389 (-47.4%)
72	FRANKLIN RESOURCES INC	11,490	0.09%	$1.9M	-2,938 (-20.4%)
73	Holocene Advisors, LP	11,029	0.09%	$1.8M	-4,618 (-29.5%)
74	HIMENSION CAPITAL (SINGAPORE) PTE. LTD.	10,768	0.08%	$1.8M	+5,447 (+102.4%)
75	VAN ECK ASSOCIATES CORP	10,723	0.08%	$1.8M	+969 (+9.9%)
76	CIBC WORLD MARKET INC.	10,555	0.08%	$1.7M	+5,385 (+104.2%)
77	Linden Thomas Advisory Services, LLC	9,317	0.07%	$1.5M	+1,769 (+23.4%)
78	STIFEL FINANCIAL CORP	9,210	0.07%	$1.5M	+7,834 (+569.3%)
79	TWO SIGMA INVESTMENTS, LP	8,801	0.07%	$1.5M	+3,454 (+64.6%)
80	Financial Strategies Group, Inc.	8,647	0.07%	$1.2M	+2,754 (+46.7%)
81	VANGUARD ASSET MANAGEMENT, Ltd	8,628	0.07%	$1.4M	—
82	Marnell Management LLC	7,817	0.06%	$1.3M	+4,740 (+154.0%)
83	Ballast Asset Management, LP	7,738	0.06%	$1.3M	—
84	Mutual Advisors, LLC	7,544	0.06%	$1.2M	—
85	Creative Planning	7,342	0.06%	$1.2M	+661 (+9.9%)
86	Thrivent Financial for Lutherans	7,014	0.06%	$1.2M	-196 (-2.7%)
87	Quantinno Capital Management LP	7,013	0.06%	$1.2M	+5,733 (+447.9%)
88	Kennondale Capital Management LLC	6,813	0.05%	$1.1M	—
89	SummerHaven Investment Management, LLC	6,673	0.05%	$1.1M	—
90	MetLife Investment Management, LLC	6,267	0.05%	$1.0M	-102 (-1.6%)
91	CREDIT AGRICOLE S A	6,141	0.05%	$1.0M	+3,972 (+183.1%)
92	State of New Jersey Common Pension Fund D	5,969	0.05%	$985K	NEW
93	Illinois Municipal Retirement Fund	5,870	0.05%	$968K	+1,072 (+22.3%)
94	Vident Advisory, LLC	5,656	0.04%	$933K	-3,106 (-35.4%)
95	X-Square Capital, LLC	5,530	0.04%	$912K	-22 (-0.4%)
96	Jupiter Topco LLC	5,465	0.04%	$903K	NEW
97	AQR CAPITAL MANAGEMENT LLC	5,344	0.04%	$881K	-702 (-11.6%)
98	WEDGE CAPITAL MANAGEMENT L L P/NC	5,314	0.04%	$876K	-168 (-3.1%)
99	SIMPLEX TRADING, LLC	5,166	0.04%	$852K	+4,511 (+688.7%)
100	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	4,930	0.04%	$813K	-487 (-9.0%)
101	MANUFACTURERS LIFE INSURANCE COMPANY, THE	4,885	0.04%	$806K	-192 (-3.8%)
102	Quantbot Technologies LP	4,703	0.04%	$776K	-4,905 (-51.1%)
103	Louisiana State Employees Retirement System	4,700	0.04%	$775K	-100 (-2.1%)
104	VOYA INVESTMENT MANAGEMENT LLC	4,667	0.04%	$770K	-1,107 (-19.2%)
105	Turas Capital Management LP	4,300	0.03%	$709K	-700 (-14.0%)
106	Corient Private Wealth LP	4,285	0.03%	$707K	-521 (-10.8%)
107	Universal- Beteiligungs- und Servicegesellschaft mbH	4,142	0.03%	$683K	+1,061 (+34.4%)
108	Vanguard Global Advisers, LLC	4,095	0.03%	$675K	-484 (-10.6%)
109	FIFTH THIRD BANCORP	4,028	0.03%	$664K	-111 (-2.7%)
110	State of Alaska, Department of Revenue	3,999	0.03%	$659K	-1,814 (-31.2%)
111	FIRST TRUST ADVISORS LP	3,954	0.03%	$652K	-1,188 (-23.1%)
112	NEW YORK STATE COMMON RETIREMENT FUND	3,897	0.03%	$643K	-334 (-7.9%)
113	SCHRODER INVESTMENT MANAGEMENT GROUP	3,820	0.03%	$627K	+1,610 (+72.9%)
114	GSA CAPITAL PARTNERS LLP	3,587	0.03%	$592K	+95 (+2.7%)
115	Quadrature Capital Ltd	3,545	0.03%	$585K	+1,169 (+49.2%)
116	Zurcher Kantonalbank (Zurich Cantonalbank)	3,540	0.03%	$584K	+1,573 (+80.0%)
117	STRS OHIO	3,500	0.03%	$577K	+200 (+6.1%)
118	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	3,405	0.03%	$562K	—
119	BARCLAYS PLC	3,333	0.03%	$550K	-3,651 (-52.3%)
120	CAPSTONE INVESTMENT ADVISORS, LLC	3,284	0.03%	$542K	-32 (-1.0%)
121	Police & Firemen's Retirement System of New Jersey	3,245	0.03%	$535K	—
122	YOUSIF CAPITAL MANAGEMENT, LLC	3,175	0.03%	$524K	-88 (-2.7%)
123	INTECH INVESTMENT MANAGEMENT LLC	3,124	0.02%	$515K	+447 (+16.7%)
124	ROYAL BANK OF CANADA	2,967	0.02%	$490K	+2,362 (+390.4%)
125	ARIZONA STATE RETIREMENT SYSTEM	2,909	0.02%	$480K	-100 (-3.3%)
126	AMALGAMATED BANK	2,869	0.02%	$473K	-267 (-8.5%)
127	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	2,762	0.02%	$456K	—
128	Vanguard Investments Australia, Ltd.	2,668	0.02%	$440K	—
129	SPROTT INC.	2,578	0.02%	$425K	—
130	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	2,533	0.02%	$418K	-138 (-5.2%)
131	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	2,503	0.02%	$413K	NEW
132	DARK FOREST CAPITAL MANAGEMENT LP	2,462	0.02%	$406K	-2,530 (-50.7%)
133	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	2,440	0.02%	$402K	-22 (-0.9%)
134	Malaga Cove Capital, LLC	2,413	0.02%	$398K	+132 (+5.8%)
135	Aquatic Capital Management LLC	2,413	0.02%	$398K	+2,056 (+575.9%)
136	State of Tennessee, Department of Treasury	2,404	0.02%	$397K	—
137	INCEPTIONR LLC	2,286	0.02%	$377K	NEW
138	CITADEL ADVISORS LLC	2,033	0.02%	$335K	-24,349 (-92.3%)
139	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2,025	0.02%	$297K	+598 (+41.9%)
140	Lighthouse Investment Partners, LLC	2,000	0.02%	$330K	NEW
141	WINTON GROUP Ltd	1,940	0.02%	$320K	+957 (+97.4%)
142	Tidal Investments LLC	1,884	0.01%	$311K	+174 (+10.2%)
143	Pictet Asset Management Holding SA	1,840	0.01%	$303K	—
144	VICTORY CAPITAL MANAGEMENT INC	1,676	0.01%	$276K	-17,646 (-91.3%)
145	CAXTON ASSOCIATES LLP	1,621	0.01%	$267K	NEW
146	XTX Topco Ltd	1,564	0.01%	$258K	NEW
147	ExodusPoint Capital Management, LP	1,564	0.01%	$258K	-2,112 (-57.5%)
148	Maryland State Retirement & Pension System	1,554	0.01%	$256K	-22 (-1.4%)
149	ProShare Advisors LLC	1,527	0.01%	$252K	-259 (-14.5%)
150	Vanguard Personalized Indexing Management, LLC	1,513	0.01%	$250K	+104 (+7.4%)
151	Jain Global LLC	1,463	0.01%	$241K	NEW
152	Brevan Howard Capital Management LP	1,456	0.01%	$240K	NEW
153	MIRABELLA FINANCIAL SERVICES LLP	1,453	0.01%	$240K	NEW
154	SG Americas Securities, LLC	1,398	0.01%	$231K	-1,356 (-49.2%)
155	CHESAPEAKE CAPITAL CORP /IL/	1,362	0.01%	$225K	-132 (-8.8%)
156	Gotham Asset Management, LLC	1,339	0.01%	$221K	NEW
157	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	1,321	0.01%	$218K	—
158	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	1,226	0.01%	$202K	-60 (-4.7%)
159	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	1,224	0.01%	$202K	-12 (-1.0%)
160	Independent Advisor Alliance	1,220	0.01%	$201K	NEW
161	EP Wealth Advisors, LLC	1,216	0.01%	$201K	+144 (+13.4%)
162	Ameritas Investment Partners, Inc.	978	0.01%	$161K	—
163	Larson Financial Group LLC	876	0.01%	$144K	—
164	Tower Research Capital LLC (TRC)	825	0.01%	$136K	-285 (-25.7%)
165	Rockefeller Capital Management L.P.	774	0.01%	$128K	+291 (+60.2%)
166	Pinnacle Holdings, LLC	680	0.01%	$112K	—
167	Arax Advisory Partners	628	0.00%	$104K	NEW
168	Leonteq Securities AG	571	0.00%	$94K	+390 (+215.5%)
169	GAMMA Investing LLC	553	0.00%	$91K	-44 (-7.4%)
170	Pinnacle Wealth Planning Services, Inc.	528	0.00%	$87K	+6 (+1.1%)
171	KBC Group NV	473	0.00%	$78K	—
172	Freestone Grove Partners LP	459	0.00%	$76K	NEW
173	PNC Financial Services Group, Inc.	394	0.00%	$65K	+14 (+3.7%)
174	HANTZ FINANCIAL SERVICES, INC.	376	0.00%	$62K	-39 (-9.4%)
175	Aster Capital Management (DIFC) Ltd	354	0.00%	$58K	+198 (+126.9%)
176	MEEDER ASSET MANAGEMENT INC	296	0.00%	$49K	NEW
177	Caitong International Asset Management Co., Ltd	285	0.00%	$47K	+160 (+128.0%)
178	GROUP ONE TRADING LLC	241	0.00%	$40K	-11,869 (-98.0%)
179	SUMMIT SECURITIES GROUP LLC	220	0.00%	$36K	NEW
180	Ares Financial Consulting, LLC	210	0.00%	$35K	—
181	JONES FINANCIAL COMPANIES LLLP	209	0.00%	$35K	+134 (+178.7%)
182	US BANCORP \DE\	203	0.00%	$33K	+1 (+0.5%)
183	NOMURA ASSET MANAGEMENT CO LTD	200	0.00%	$33K	—
184	Bayforest Capital Ltd	193	0.00%	$32K	-43 (-18.2%)
185	Financial Management Professionals, Inc.	183	0.00%	$30K	—
186	Farther Finance Advisors, LLC	167	0.00%	$28K	+3 (+1.8%)
187	Sterling Capital Management LLC	158	0.00%	$26K	-132 (-45.5%)
188	Nykredit A/S	154	0.00%	$25K	NEW
189	AdvisorNet Financial, Inc	136	0.00%	$22K	—
190	BESSEMER GROUP INC	133	0.00%	$22K	+25 (+23.1%)
191	HARBOR CAPITAL ADVISORS, INC.	123	0.00%	$20K	-4 (-3.1%)
192	Versant Capital Management, Inc	122	0.00%	$20K	+9 (+8.0%)
193	Smartleaf Asset Management LLC	113	0.00%	$19K	—
194	NISA INVESTMENT ADVISORS, LLC	100	0.00%	$16K	-97 (-49.2%)
195	Salomon & Ludwin, LLC	96	0.00%	$15K	-34 (-26.2%)
196	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	85	0.00%	$14K	-35 (-29.2%)
197	Kemnay Advisory Services Inc.	80	0.00%	$13K	-6 (-7.0%)
198	Covestor Ltd	76	0.00%	$12K	+5 (+7.0%)
199	UMB Bank, n.a.	75	0.00%	$12K	+4 (+5.6%)
200	Optiver Holding B.V.	71	0.00%	$12K	NEW
201	SIGNATUREFD, LLC	66	0.00%	$11K	-32 (-32.7%)
202	TD Waterhouse Canada Inc.	58	0.00%	$9K	—
203	LOS ANGELES CAPITAL MANAGEMENT LLC	55	0.00%	$9K	—
204	Parallel Advisors, LLC	51	0.00%	$8K	+3 (+6.3%)
205	Allworth Financial LP	46	0.00%	$8K	-3 (-6.1%)
206	Keating Financial Advisory Services, Inc.	37	0.00%	$6K	+8 (+27.6%)
207	SBI Securities Co., Ltd.	37	0.00%	$6K	-2 (-5.1%)
208	Blue Trust, Inc.	35	0.00%	$6K	-111 (-76.0%)
209	MassMutual Private Wealth & Trust, FSB	32	0.00%	$5K	-4 (-11.1%)
210	Private Wealth Management Group, LLC	31	0.00%	$5K	—
211	EverSource Wealth Advisors, LLC	30	0.00%	$5K	-63 (-67.7%)
212	IFP Advisors, Inc	29	0.00%	$5K	—
213	ALERUS FINANCIAL NA	28	0.00%	$5K	—
214	Copia Wealth Management	25	0.00%	$4K	—
215	OAKWORTH CAPITAL, INC.	24	0.00%	$4K	—
216	ROTHSCHILD INVESTMENT LLC	24	0.00%	$4K	—
217	CVA Family Office, LLC	19	0.00%	$3K	+1 (+5.6%)
218	Bare Financial Services, Inc	19	0.00%	$3K	+2 (+11.8%)
219	Mitsubishi UFJ Asset Management Co., Ltd.	16	0.00%	$3K	—
220	Morse Asset Management, Inc	14	0.00%	$2K	—
221	JFS WEALTH ADVISORS, LLC	12	0.00%	$2K	+2 (+20.0%)
222	Parkside Financial Bank & Trust	11	0.00%	$2K	+1 (+10.0%)
223	Geneos Wealth Management Inc.	9	0.00%	$1K	—
224	Valued Wealth Advisors LLC	9	0.00%	$1K	NEW
225	Fortitude Family Office, LLC	9	0.00%	$1K	+1 (+12.5%)
226	Global Retirement Partners, LLC	9	0.00%	$1K	NEW
227	Kilter Group LLC	8	0.00%	$1K	—
228	FIDUCIARY FINANCIAL ADVISORS	8	0.00%	$1K	NEW
229	Hughes Financial Services, LLC	7	0.00%	$1K	+1 (+16.7%)
230	Federation des caisses Desjardins du Quebec	7	0.00%	$1K	—
231	FARMERS & MERCHANTS INVESTMENTS INC	7	0.00%	$1K	—
232	Avion Wealth	6	0.00%	$0	—
233	Essential Partners LLC	6	0.00%	$990	-26 (-81.3%)
234	Creative Capital Management Investments LLC	6	0.00%	$990	NEW
235	HFM Investment Advisors, LLC	4	0.00%	$660	+3 (+300.0%)
236	Silver Grove Financial Group, Inc.	3	0.00%	$495	NEW
237	Physician Wealth Advisors, Inc.	3	0.00%	$495	NEW
238	Ankerstar Wealth, LLC	2	0.00%	$330	—
239	Bay Harbor Wealth Management, LLC	2	0.00%	$330	+1 (+100.0%)
240	Cedar Mountain Advisors, LLC	2	0.00%	$330	—
241	Fulcrum Asset Management LLP	2	0.00%	$329	-4,854 (-100.0%)
242	Plante Moran Financial Advisors, LLC	2	0.00%	$330	NEW
243	Rialto Wealth Management, LLC	2	0.00%	$330	+1 (+100.0%)
244	SJS Investment Consulting Inc.	2	0.00%	$330	—
245	ASSETMARK, INC	2	0.00%	$330	—
246	GILPIN WEALTH MANAGEMENT, LLC	2	0.00%	$330	+1 (+100.0%)
247	Bruce G. Allen Investments, LLC	2	0.00%	$330	—
248	Evolution Advisers, Inc.	1	0.00%	$0	NEW
249	Navigoe, LLC	1	0.00%	$0	NEW
250	TFC Financial Management, Inc.	1	0.00%	$165	—

Exited since 2026-03-31 (43 filers; largest 25 shown)

Contrarius Group Holdings Ltd	−48,660
STEADFAST CAPITAL MANAGEMENT LP	−37,095
Jump Financial, LLC	−10,968
JANUS HENDERSON GROUP PLC	−5,465
Ellsworth Advisors, LLC	−4,915
ROYCE & ASSOCIATES LP	−4,679
Mitsubishi UFJ Trust & Banking Corp	−4,580
Dynamic Technology Lab Private Ltd	−4,110
Marex Group plc	−3,782
State of Wyoming	−2,766
Blackstone Inc.	−2,750
Qube Research & Technologies Ltd	−2,717
Brooklyn Investment Group	−2,632
VIRTUS ADVISERS, LLC	−2,273
Man Group plc	−2,067
Perbak Capital Partners LLP	−2,000
HighTower Advisors, LLC	−1,996
DRW Securities, LLC	−1,436
BAILARD, INC.	−1,304
Pekin Hardy Strauss, Inc.	−1,175
CIBC Asset Management Inc	−1,089
Lincoln Capital LLC	−1,066
Hardin Capital Partners, LLC	−1,000
Bramshill Investments, LLC	−1,000
Walleye Capital LLC	−741

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
MOHNISH PABRAI	SCHEDULE 13G/A	2026-08-13	2026-06-30	603,358	4.76%
SSGA FUNDS MANAGEMENT, INC.	SCHEDULE 13G	2026-08-07	2026-06-30	729,439	5.7%
STATE STREET CORPORATION	SCHEDULE 13G	2026-08-07	2026-06-30	974,463	7.7%
Vanguard Portfolio Management	SCHEDULE 13G/A	2026-07-31	2026-06-30	608,703	4.78%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
Renaissance Technologies Holdings Corporation	SCHEDULE 13G/A	2026-02-12	2025-10-01	611,915	4.78%
Renaissance Technologies LLC	SCHEDULE 13G/A	2026-02-12	2025-10-01	611,915	4.78%
Joe M. Thomson	SCHEDULE 13G/A	2025-05-02	2025-03-31	141,432	1.09%
Pacer Advisors, Inc.	SCHEDULE 13G/A	2025-05-02	2025-03-31	141,432	1.09%
Pacer US Small Cap Cash Cows ETF	SCHEDULE 13G/A	2025-05-02	2025-03-31	140,989	1.08%
Pacer US Small Cap Cash Cows Growth Leaders ETF	SCHEDULE 13G/A	2025-05-02	2025-03-31	443	0%
BlackRock, Inc.	SCHEDULE 13G/A	2025-04-23	2025-03-31	1,613,492	12.4%

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.