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.

Newsmax Inc.

CIK 0002026478NMAX· quarter ending 2026-06-30

Shares outstanding

129,160,645

as of 2026-08-10 · 10-Q cover page, filed 2026-08-13

Held by 13F filers

36,795,672

40.9% of Common Class B

Holders

233

+14 vs 2026-03-31 · 43 new, 29 exited

Value

$304.7M

shares +13.5% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-13, as of 2026-08-10)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common Class A	not listed	39,239,297	—	—
Common Class B	NMAX · NYSE	89,921,348	36,795,672	40.9%	233	65250K105

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
	65250K105	Stock	233	36,795,672	89,921,348	40.9%	$304.7M	4 call / 4 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 (233 of 233 · 65250K105)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	Greenwich Wealth Management LLC	22,795,352	25.35%	$188.7M	—
2	BlackRock, Inc.	2,820,412	3.14%	$23.4M	+290,463 (+11.5%)
3	VANGUARD CAPITAL MANAGEMENT LLC	1,464,021	1.63%	$12.1M	NEW
4	AQR CAPITAL MANAGEMENT LLC	1,342,361	1.49%	$11.1M	+910,270 (+210.7%)
5	STATE STREET CORP	775,355	0.86%	$6.4M	+97,064 (+14.3%)
6	GEODE CAPITAL MANAGEMENT, LLC	640,104	0.71%	$5.3M	+53,165 (+9.1%)
7	GOLDMAN SACHS GROUP INC	549,227	0.61%	$4.5M	-449,339 (-45.0%)
8	VANGUARD PORTFOLIO MANAGEMENT LLC	487,692	0.54%	$4.0M	+214,730 (+78.7%)
9	HRT FINANCIAL LP	394,748	0.44%	$3.3M	NEW
10	CITADEL ADVISORS LLC	365,833	0.41%	$3.0M	+201,480 (+122.6%)
11	MILLENNIUM MANAGEMENT LLC	306,914	0.34%	$2.5M	NEW
12	NORTHERN TRUST CORP	286,320	0.32%	$2.4M	+34,718 (+13.8%)
13	Point72 Asset Management, L.P.	205,413	0.23%	$1.7M	NEW
14	MORGAN STANLEY	182,219	0.20%	$1.5M	+59,548 (+48.5%)
15	IEQ CAPITAL, LLC	179,276	0.20%	$1.5M	+109,604 (+157.3%)
16	LPL Financial LLC	176,163	0.20%	$1.5M	-76,546 (-30.3%)
17	Creative Planning	136,696	0.15%	$1.1M	+41,148 (+43.1%)
18	XTX Topco Ltd	129,892	0.14%	$1.1M	+60,337 (+86.7%)
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	123,456	0.14%	$1.0M	+11,935 (+10.7%)
20	Denver PWM, LLC	107,741	0.12%	$1.2M	—
21	UBS Group AG	107,070	0.12%	$887K	-1,807 (-1.7%)
22	OSAIC HOLDINGS, INC.	104,526	0.12%	$865K	+3,615 (+3.6%)
23	Trexquant Investment LP	101,702	0.11%	$842K	NEW
24	Bank of New York Mellon Corp	98,354	0.11%	$814K	-12,421 (-11.2%)
25	VANGUARD FIDUCIARY TRUST CO	87,132	0.10%	$721K	+68,919 (+378.4%)
26	Swiss National Bank	85,700	0.10%	$710K	NEW
27	Cerity Partners LLC	82,804	0.09%	$686K	+58,923 (+246.7%)
28	Mariner, LLC	78,939	0.09%	$654K	+40,083 (+103.2%)
29	Nuveen, LLC	75,419	0.08%	$624K	+6,318 (+9.1%)
30	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	73,779	0.08%	$607K	+25,919 (+54.2%)
31	RAYMOND JAMES FINANCIAL INC	73,350	0.08%	$607K	-14,787 (-16.8%)
32	ALLIANCEBERNSTEIN L.P.	71,400	0.08%	$373K	+35,400 (+98.3%)
33	Centiva Capital, LP	67,513	0.08%	$559K	+23,972 (+55.1%)
34	GROUP ONE TRADING LLC	63,424	0.07%	$525K	+8,039 (+14.5%)
35	Arax Advisory Partners	62,142	0.07%	$515K	+40,050 (+181.3%)
36	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	58,352	0.06%	$483K	NEW
37	WELLS FARGO & COMPANY/MN	55,322	0.06%	$458K	+26,779 (+93.8%)
38	RHUMBLINE ADVISERS	52,792	0.06%	$437K	+19,024 (+56.3%)
39	MERCER GLOBAL ADVISORS INC /ADV	51,373	0.06%	$425K	+19,294 (+60.1%)
40	JANE STREET GROUP, LLC	50,403	0.06%	$417K	-16,013 (-24.1%)
41	DEUTSCHE BANK AG\	50,170	0.06%	$415K	+10,507 (+26.5%)
42	BANK OF AMERICA CORP /DE/	49,650	0.06%	$411K	-12,603 (-20.2%)
43	COMMONWEALTH EQUITY SERVICES, LLC	47,096	0.05%	$390K	+6,351 (+15.6%)
44	MIRABELLA FINANCIAL SERVICES LLP	46,566	0.05%	$386K	NEW
45	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	46,184	0.05%	$382K	+43,613 (+1696.3%)
46	Kestra Advisory Services, LLC	45,420	0.05%	$376K	+3,673 (+8.8%)
47	Cambridge Investment Research Advisors, Inc.	45,104	0.05%	$374K	+22,678 (+101.1%)
48	CAPTRUST FINANCIAL ADVISORS	43,289	0.05%	$358K	+10,478 (+31.9%)
49	KIECKHEFER GROUP LLC	42,500	0.05%	$352K	NEW
50	PRICE T ROWE ASSOCIATES INC /MD/	39,479	0.04%	$327K	+6,627 (+20.2%)
51	SUSQUEHANNA INTERNATIONAL GROUP, LLP	38,265	0.04%	$317K	+21,900 (+133.8%)
52	Jain Global LLC	36,025	0.04%	$298K	NEW
53	Integrity Advisory Solutions, LLC	35,860	0.04%	$297K	NEW
54	IMC-Chicago, LLC	32,716	0.04%	$271K	-21,527 (-39.7%)
55	Cetera Investment Advisers	31,721	0.04%	$263K	-3,581 (-10.1%)
56	VANGUARD ASSET MANAGEMENT, Ltd	30,458	0.03%	$252K	NEW
57	Legal & General Group Plc	28,408	0.03%	$235K	+24,157 (+568.3%)
58	Russell Investments Group, Ltd.	28,121	0.03%	$233K	+18,254 (+185.0%)
59	Heck Capital Advisors, LLC	27,635	0.03%	$229K	—
60	Defender Capital, LLC.	27,257	0.03%	$226K	—
61	Focus Partners Wealth	27,225	0.03%	$225K	+9,417 (+52.9%)
62	JONES FINANCIAL COMPANIES LLLP	26,924	0.03%	$202K	+3,093 (+13.0%)
63	Invesco Ltd.	26,801	0.03%	$222K	-41,409 (-60.7%)
64	FMR LLC	26,534	0.03%	$220K	-1,962 (-6.9%)
65	MetLife Investment Management, LLC	26,314	0.03%	$218K	-151 (-0.6%)
66	NewEdge Advisors, LLC	26,074	0.03%	$216K	+8,659 (+49.7%)
67	CITIGROUP INC	23,756	0.03%	$197K	+21,549 (+976.4%)
68	Vident Advisory, LLC	23,381	0.03%	$194K	-9,608 (-29.1%)
69	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	22,143	0.02%	$183K	-451 (-2.0%)
70	Brevan Howard Capital Management LP	21,554	0.02%	$178K	NEW
71	ROYAL BANK OF CANADA	20,751	0.02%	$172K	+3,462 (+20.0%)
72	Caprock Group, LLC	20,291	0.02%	$168K	—
73	Merit Financial Group, LLC	20,222	0.02%	$167K	+6,786 (+50.5%)
74	JPMORGAN CHASE & CO	20,201	0.02%	$157K	+855 (+4.4%)
75	Aptus Capital Advisors, LLC	20,050	0.02%	$166K	+1,232 (+6.5%)
76	Abel Hall, LLC	20,035	0.02%	$166K	+827 (+4.3%)
77	AXQ CAPITAL, LP	18,711	0.02%	$155K	-4,848 (-20.6%)
78	CANADA PENSION PLAN INVESTMENT BOARD	17,852	0.02%	$148K	—
79	EP Wealth Advisors, LLC	17,344	0.02%	$144K	+2,790 (+19.2%)
80	BNP PARIBAS FINANCIAL MARKETS	17,029	0.02%	$141K	-280,900 (-94.3%)
81	BRIGHTON JONES LLC	16,801	0.02%	$139K	NEW
82	Sanctuary Advisors, LLC	16,123	0.02%	$133K	+4,481 (+38.5%)
83	SIMPLEX TRADING, LLC	16,113	0.02%	$133K	-8,048 (-33.3%)
84	Farther Finance Advisors, LLC	15,568	0.02%	$129K	-826 (-5.0%)
85	Focus Partners Advisor Solutions, LLC	15,252	0.02%	$126K	NEW
86	Pallas Capital Advisors LLC	15,088	0.02%	$125K	NEW
87	Busey Bank	14,978	0.02%	$124K	—
88	Zurcher Kantonalbank (Zurich Cantonalbank)	14,939	0.02%	$124K	NEW
89	GREAT LAKES ADVISORS, LLC	14,820	0.02%	$123K	-3,442 (-18.8%)
90	Archer Investment Corp	14,026	0.02%	$116K	+7,013 (+100.0%)
91	Element Wealth, LLC	13,980	0.02%	$116K	-300 (-2.1%)
92	Cove Private Wealth, LLC	13,888	0.02%	$115K	—
93	49 WEALTH MANAGEMENT, LLC	13,865	0.02%	$115K	NEW
94	ALONGSIDE, LLC	13,865	0.02%	$115K	NEW
95	MANUFACTURERS LIFE INSURANCE COMPANY, THE	13,790	0.02%	$114K	+262 (+1.9%)
96	M&T Bank Corp	13,685	0.02%	$113K	NEW
97	Freestone Capital Holdings, LLC	13,674	0.02%	$113K	—
98	FINANCIAL CONSULATE, INC	13,640	0.02%	$113K	—
99	Royal Harbor Partners, LLC	13,530	0.02%	$112K	—
100	Allegheny Financial Group	13,267	0.01%	$110K	—
101	FORTEM FINANCIAL GROUP, LLC	13,175	0.01%	$109K	-1,000 (-7.1%)
102	Apollon Wealth Management, LLC	12,664	0.01%	$105K	+142 (+1.1%)
103	Janney Montgomery Scott LLC	12,558	0.01%	$104K	NEW
104	Vanguard Investments Australia, Ltd.	12,537	0.01%	$104K	NEW
105	Allworth Financial LP	11,983	0.01%	$99K	+4,270 (+55.4%)
106	INTECH INVESTMENT MANAGEMENT LLC	11,959	0.01%	$99K	-2,576 (-17.7%)
107	SEI INVESTMENTS CO	11,948	0.01%	$99K	—
108	J.W. COLE ADVISORS, INC.	11,941	0.01%	$99K	—
109	Police & Firemen's Retirement System of New Jersey	11,910	0.01%	$99K	—
110	Kingsview Wealth Management, LLC	11,853	0.01%	$98K	+1,363 (+13.0%)
111	ARIZONA STATE RETIREMENT SYSTEM	11,783	0.01%	$98K	NEW
112	UNITED CAPITAL FINANCIAL ADVISORS, LLC	11,508	0.01%	$95K	-2,747 (-19.3%)
113	PNC Financial Services Group, Inc.	11,044	0.01%	$91K	-77 (-0.7%)
114	BANK OF MONTREAL /CAN/	10,380	0.01%	$86K	NEW
115	NICOLET BANKSHARES INC	10,252	0.01%	$93K	NEW
116	KLP KAPITALFORVALTNING AS	9,700	0.01%	$80K	NEW
117	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	9,207	0.01%	$76K	+822 (+9.8%)
118	BARCLAYS PLC	7,235	0.01%	$60K	-12,322 (-63.0%)
119	Ancora Advisors LLC	6,862	0.01%	$57K	—
120	NEW YORK STATE COMMON RETIREMENT FUND	6,000	0.01%	$50K	—
121	Wilmington Savings Fund Society, FSB	5,376	0.01%	$45K	—
122	Smartleaf Asset Management LLC	5,166	0.01%	$40K	—
123	Ameritas Investment Partners, Inc.	3,856	0.00%	$32K	—
124	Caitong International Asset Management Co., Ltd	3,704	0.00%	$31K	-22,712 (-86.0%)
125	PFS Partners, LLC	3,414	0.00%	$28K	—
126	North Star Investment Management Corp.	3,378	0.00%	$28K	—
127	Rockefeller Capital Management L.P.	3,297	0.00%	$27K	+402 (+13.9%)
128	Medallion Wealth Advisors, LLC	3,230	0.00%	$27K	—
129	EverSource Wealth Advisors, LLC	3,189	0.00%	$26K	+579 (+22.2%)
130	US BANCORP \DE\	3,183	0.00%	$26K	+2,592 (+438.6%)
131	HARBOUR INVESTMENTS, INC.	2,987	0.00%	$25K	-500 (-14.3%)
132	IFP Advisors, Inc	2,319	0.00%	$19K	+350 (+17.8%)
133	Owl Creek Wealth Partners LLC	2,140	0.00%	$18K	-300 (-12.3%)
134	OSTERWEIS CAPITAL MANAGEMENT INC	2,120	0.00%	$18K	—
135	SOA Wealth Advisors, LLC.	2,104	0.00%	$17K	—
136	Rachor Investment Advisory Services, LLC	2,030	0.00%	$17K	—
137	SIGNATUREFD, LLC	1,914	0.00%	$16K	-410 (-17.6%)
138	Tower Research Capital LLC (TRC)	1,750	0.00%	$14K	-3,545 (-66.9%)
139	HOLLENCREST CAPITAL MANAGEMENT	1,673	0.00%	$14K	—
140	Larson Financial Group LLC	1,634	0.00%	$14K	+634 (+63.4%)
141	ARMSTRONG ADVISORY GROUP, INC	1,604	0.00%	$13K	—
142	Strategic Wealth Partners, Ltd.	1,567	0.00%	$13K	—
143	VALLEY NATIONAL ADVISERS INC	1,504	0.00%	$12K	—
144	Avion Wealth	1,500	0.00%	$12K	—
145	Steward Partners Investment Advisory, LLC	1,453	0.00%	$12K	+26 (+1.8%)
146	Colonial Trust Co / SC	1,400	0.00%	$12K	NEW
147	Steigerwald, Gordon & Koch Inc.	1,357	0.00%	$11K	—
148	Centerpoint Advisors, LLC	1,357	0.00%	$11K	—
149	Colonial Trust Advisors	1,351	0.00%	$11K	—
150	Greykasell Wealth Strategies, Inc.	1,348	0.00%	$11K	—
151	MCF Advisors LLC	1,348	0.00%	$11K	—
152	FIDUCIARY FINANCIAL ADVISORS	1,205	0.00%	$10K	NEW
153	Essential Partners LLC	1,148	0.00%	$10K	-2,365 (-67.3%)
154	ROTHSCHILD INVESTMENT LLC	1,143	0.00%	$9K	+321 (+39.1%)
155	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1,100	0.00%	$10K	+1,000 (+1000.0%)
156	Global Retirement Partners, LLC	1,085	0.00%	$9K	NEW
157	WHITTIER TRUST CO	1,000	0.00%	$9K	—
158	GILL CAPITAL PARTNERS, LLC	1,000	0.00%	$8K	—
159	Winthrop Capital Management, LLC	1,000	0.00%	$8K	NEW
160	EVERMAY WEALTH MANAGEMENT LLC	1,000	0.00%	$8K	—
161	WOLFF WIESE MAGANA LLC	1,000	0.00%	$8K	-1,100 (-52.4%)
162	UMB Bank, n.a.	1,000	0.00%	$8K	—
163	TOWER TRUST & INVESTMENT Co	902	0.00%	$7K	—
164	Bogart Wealth, LLC	902	0.00%	$7K	—
165	SHP Wealth Management	809	0.00%	$7K	+500 (+161.8%)
166	CREATIVE FINANCIAL DESIGNS INC /ADV	772	0.00%	$6K	—
167	Montgomery Financial Services LLC	705	0.00%	$6K	NEW
168	Parallel Advisors, LLC	682	0.00%	$6K	+172 (+33.7%)
169	Tradewinds Capital Management, LLC	680	0.00%	$6K	—
170	HHM Wealth Advisors, LLC	676	0.00%	$6K	—
171	LOS ANGELES CAPITAL MANAGEMENT LLC	605	0.00%	$5K	—
172	Moisand Fitzgerald Tamayo, LLC	600	0.00%	$5K	—
173	Fourth Dimension Wealth, LLC	600	0.00%	$5K	—
174	True Wealth Design, LLC	531	0.00%	$4K	+356 (+203.4%)
175	GAMMA Investing LLC	426	0.00%	$4K	-516 (-54.8%)
176	AdvisorNet Financial, Inc	400	0.00%	$3K	—
177	LANARK FINANCIAL, INC.	400	0.00%	$3K	—
178	Cornerstone Planning Group LLC	375	0.00%	$3K	—
179	HUNTINGTON NATIONAL BANK	362	0.00%	$3K	-200 (-35.6%)
180	Fortitude Family Office, LLC	321	0.00%	$3K	NEW
181	Ameritas Advisory Services, LLC	270	0.00%	$2K	NEW
182	Blue Trust, Inc.	250	0.00%	$2K	-20 (-7.4%)
183	Strategic Investment Solutions, Inc. /IL	250	0.00%	$2K	—
184	HOEY INVESTMENTS, INC	250	0.00%	$2K	—
185	Clearstead Advisors, LLC	229	0.00%	$2K	+29 (+14.5%)
186	NISA INVESTMENT ADVISORS, LLC	213	0.00%	$2K	-127 (-37.4%)
187	FIRST FINANCIAL CORP /IN/	206	0.00%	$2K	—
188	EVOLUTION WEALTH MANAGEMENT INC.	200	0.00%	$2K	—
189	SWAN Capital LLC	200	0.00%	$2K	—
190	Winch Advisory Services, LLC	200	0.00%	$2K	—
191	CENTRAL TRUST Co	200	0.00%	$2K	—
192	Private Wealth Management Group, LLC	186	0.00%	$2K	—
193	SALEM INVESTMENT COUNSELORS INC	175	0.00%	$1K	—
194	Pflug Koory, LLC	175	0.00%	$1K	—
195	Gen-Wealth Partners Inc	170	0.00%	$1K	—
196	Sterling Capital Management LLC	169	0.00%	$1K	-1,405 (-89.3%)
197	SIMS INVESTMENT MANAGEMENT, LLC	152	0.00%	$1K	NEW
198	BFSG, LLC	130	0.00%	$1K	—
199	CoreCap Advisors, LLC	127	0.00%	$1K	—
200	American Capital Advisory, LLC	124	0.00%	$1K	—
201	Center for Financial Planning, Inc.	120	0.00%	$994	—
202	Caldwell Trust Co	100	0.00%	$828	NEW
203	Holos Integrated Wealth LLC	100	0.00%	$874	—
204	Lloyd Advisory Services, LLC.	100	0.00%	$828	NEW
205	Truvestments Capital LLC	100	0.00%	$828	—
206	Premier Financial Group	100	0.00%	$828	NEW
207	Meramec Financial Planners, LLC	100	0.00%	$773	—
208	LRI Investments, LLC	100	0.00%	$828	—
209	Three Bearings Fiduciary Advisors, Inc.	100	0.00%	$828	—
210	NVWM, LLC	100	0.00%	$828	—
211	Fulcrum Asset Management LLP	94	0.00%	$731	NEW
212	Parkside Financial Bank & Trust	75	0.00%	$621	—
213	SJS Investment Consulting Inc.	74	0.00%	$613	+67 (+957.1%)
214	SBI Securities Co., Ltd.	72	0.00%	$596	+13 (+22.0%)
215	Capital Analysts, LLC	70	0.00%	$1K	NEW
216	Mosley Wealth Management	60	0.00%	$497	—
217	Investors Portfolio Services LLC	52	0.00%	$431	—
218	Hilton Head Capital Partners, LLC	50	0.00%	$414	—
219	Trust Co	50	0.00%	$414	—
220	Synergy Investment Management, LLC	40	0.00%	$331	—
221	Morton Brown Family Wealth, LLC	40	0.00%	$331	—
222	Vermillion Wealth Management, Inc.	36	0.00%	$298	—
223	MassMutual Private Wealth & Trust, FSB	30	0.00%	$248	—
224	Golden State Wealth Management, LLC	29	0.00%	$240	—
225	Axiom Investment Management LLC	25	0.00%	$207	NEW
226	MARSHALL INVESTMENT MANAGEMENT, LLC	21	0.00%	$174	—
227	FIRST HORIZON CORP	20	0.00%	$166	—
228	SRH ADVISORS, LLC	20	0.00%	$166	—
229	Markowski Investments	10	0.00%	$83	NEW
230	BARTLETT & CO. WEALTH MANAGEMENT LLC	10	0.00%	$83	—
231	Cassaday & Co Wealth Management LLC	10	0.00%	$83	—
232	JPL Wealth Management, LLC	7	0.00%	$58	NEW
233	Walleye Capital LLC	1	0.00%	$8	NEW

Exited since 2026-03-31 (29 filers; largest 25 shown)

Virtu Financial LLC	−56,734
Encompass More Asset Management	−37,997
TUDOR INVESTMENT CORP ET AL	−36,621
Entropy Technologies, LP	−35,280
Aquatic Capital Management LLC	−33,719
CWM, LLC	−29,342
Quantbot Technologies LP	−17,748
Balyasny Asset Management L.P.	−15,348
DARK FOREST CAPITAL MANAGEMENT LP	−14,454
Man Group plc	−12,954
ExodusPoint Capital Management, LP	−12,293
Foundations Investment Advisors, LLC	−10,666
MAI Capital Management	−1,885
Advisory Services Network, LLC	−1,858
HARBOR INVESTMENT ADVISORY, LLC	−1,000
QUADRANT CAPITAL GROUP LLC	−940
Ascentis Wealth Management, LLC	−702
First Command Advisory Services, Inc.	−500
WPG Advisers, LLC	−300
Root Financial Partners, LLC	−124
Bare Financial Services, Inc	−117
Sunbelt Securities, Inc.	−105
Cullen/Frost Bankers, Inc.	−100
Annis Gardner Whiting Capital Advisors, LLC	−100
Asset Dedication, LLC	−100

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
GTCS Directors Limited	SCHEDULE 13G	2025-05-01	2025-03-28	19,737,553	22.2%
GTCS Nominees Limited	SCHEDULE 13G	2025-05-01	2025-03-28	19,737,553	22.2%
Heritage GP Limited	SCHEDULE 13G	2025-05-01	2025-03-28	19,737,553	22.2%
Heritage Investment Holdings Limited	SCHEDULE 13G	2025-05-01	2025-03-28	19,737,553	22.2%
Heritage Investments Limited Partnership	SCHEDULE 13G	2025-05-01	2025-03-28	19,737,553	22.2%
Naples Investment Holdco LLC	SCHEDULE 13G	2025-05-01	2025-03-28	19,737,553	22.2%
Sheikh Sultan bin Jassim Al-Thani	SCHEDULE 13G	2025-05-01	2025-03-28	19,737,553	22.2%
Conyers Investments LLC	SCHEDULE 13G	2025-04-01	2025-03-31	23,045,352	25.9%
Thomas Peterffy	SCHEDULE 13G	2025-04-01	2025-03-31	23,045,352	25.9%
Christopher Ruddy	SCHEDULE 13D	2025-03-31	2025-03-28	39,239,297	30.6%
Christopher Ruddy Revocable Trust dated October 12, 2007	SCHEDULE 13D	2025-03-31	2025-03-28	39,239,297	30.6%

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.