| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | T. Rowe Price Investment Management, Inc. | 2,089,6402.1M | $93M | 10.12% | TRIM -2% |
| 2 | BlackRock, Inc. | 1,378,2891.4M | $61M | 6.68% | ADD 6% |
| 3 | Patriot Financial Partners GP II, L.P. | 1,194,3631.2M | $53M | 5.79% | — |
| 4 | FJ Capital Management LLC | 921,074921,074 | $41M | 4.46% | TRIM -25% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 745,825745,825 | $33M | 3.61% | — |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 700,909700,909 | $31M | 3.40% | NEW† |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 620,616620,616 | $28M | 3.01% | TRIM -13% |
| 8 | STATE STREET CORP | 498,083498,083 | $22M | 2.41% | ADD 9% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 393,922393,922 | $17M | 1.91% | ADD 10% |
| 10 | MENDON CAPITAL ADVISORS CORP | 382,050382,050 | $17M | 1.85% | — |
| 11 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 357,689357,689 | $16M | 1.73% | — |
| 12 | Curi Capital, LLC | 350,000350,000 | $16M | 1.70% | — |
| 13 | KENNEDY CAPITAL MANAGEMENT LLC | 310,595310,595 | $14M | 1.50% | ADD 11% |
| 14 | MALTESE CAPITAL MANAGEMENT LLC | 285,932285,932 | $13M | 1.39% | TRIM -13% |
| 15 | AMERICAN CENTURY COMPANIES INC | 173,183173,183 | $8M | 0.84% | TRIM -5% |
| 16 | NORTHERN TRUST CORP | 159,573159,573 | $7M | 0.77% | ADD 10% |
| 17 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 150,915150,915 | $7M | 0.73% | TRIM -5% |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | 146,579146,579 | $7M | 0.71% | NEW |
| 19 | MORGAN STANLEY | 141,191141,191 | $6M | 0.68% | ADD 59% |
| 20 | GOLDMAN SACHS GROUP INC | 133,199133,199 | $6M | 0.65% | ADD 53% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 130,023130,023 | $6M | 0.63% | ADD 4% |
| 22 | CSM Advisors, LLC | 126,445126,445 | $6M | 0.61% | — |
| 23 | Creative Planning | 115,181115,181 | $5M | 0.56% | ADD 3% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 101,807101,807 | $5M | 0.49% | NEW |
| 25 | JPMORGAN CHASE & CO | 99,93799,937 | $4M | 0.48% | TRIM -69% |
| 26 | Empowered Funds, LLC | 87,02487,024 | $4M | 0.42% | ADD 8% |
| 27 | Bank of New York Mellon Corp | 74,16974,169 | $3M | 0.36% | ADD 3% |
| 28 | ENDEAVOUR CAPITAL ADVISORS INC | 65,46865,468 | $3M | 0.32% | NEW |
| 29 | Nuveen, LLC | 65,13765,137 | $3M | 0.32% | ADD 113% |
| 30 | BRIDGES INVESTMENT MANAGEMENT INC | 61,87661,876 | $3M | 0.30% | NEW |
| 31 | Petiole USA ltd | 57,36457,364 | $3M | 0.28% | — |
| 32 | AQR CAPITAL MANAGEMENT LLC | 56,13156,131 | $2M | 0.27% | TRIM -12% |
| 33 | Russell Investments Group, Ltd. | 51,64051,640 | $2M | 0.25% | — |
| 34 | TD Asset Management Inc | 50,11450,114 | $2M | 0.24% | — |
| 35 | FIRST TRUST ADVISORS LP | 48,62148,621 | $2M | 0.24% | — |
| 36 | UMB Bank, n.a. | 46,79646,796 | $2M | 0.23% | TRIM -24% |
| 37 | OSAIC HOLDINGS, INC. | 46,71346,713 | $2M | 0.23% | — |
| 38 | Wealth Alliance Advisory Group, LLC | 42,69742,697 | $2M | 0.21% | — |
| 39 | UBS Group AG | 41,30541,305 | $2M | 0.20% | TRIM -5% |
| 40 | BARCLAYS PLC | 37,65837,658 | $2M | 0.18% | TRIM -4% |
| 41 | ALLIANCEBERNSTEIN L.P. | 35,49035,490 | $2M | 0.17% | — |
| 42 | HB Wealth Management, LLC | 35,68135,681 | $2M | 0.17% | NEW |
| 43 | BANK OF AMERICA CORP /DE/ | 32,61632,616 | $1M | 0.16% | ADD 99% |
| 44 | D. E. Shaw & Co., Inc. | 30,88830,888 | $1M | 0.15% | ADD 145% |
| 45 | Swiss National Bank | 30,08130,081 | $1M | 0.15% | — |
| 46 | HSBC HOLDINGS PLC | 28,04228,042 | $1M | 0.14% | ADD 105% |
| 47 | Sippican Capital Advisors | 26,52026,520 | $1M | 0.13% | TRIM -7% |
| 48 | TWO SIGMA INVESTMENTS, LP | 23,85323,853 | $1M | 0.12% | ADD 4% |
| 49 | Atom Investors LP | 23,06723,067 | $1M | 0.11% | NEW |
| 50 | Invesco Ltd. | 22,19822,198 | $985,814 | 0.11% | TRIM -3% |
| 51 | COMMERCE BANK | 21,90021,900 | $972,579 | 0.11% | — |
| 52 | CITADEL ADVISORS LLC | 21,66221,662 | $962,009 | 0.10% | ADD 167% |
| 53 | RHUMBLINE ADVISERS | 21,08421,084 | $936,333 | 0.10% | ADD 6% |
| 54 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 21,00821,008 | $932,966 | 0.10% | ADD 4% |
| 55 | WCG Wealth Advisors LLC | 19,62819,628 | $871,687 | 0.10% | ADD 13% |
| 56 | CAPTRUST FINANCIAL ADVISORS | 17,60117,601 | $781,655 | 0.09% | — |
| 57 | SEI INVESTMENTS CO | 17,53117,531 | $778,552 | 0.08% | ADD 38% |
| 58 | XTX Topco Ltd | 17,27917,279 | $767,360 | 0.08% | ADD 65% |
| 59 | MN Wealth Advisors, LLC | 16,92116,921 | $751,467 | 0.08% | — |
| 60 | ELCO Management Co., LLC | 16,47516,475 | $731,655 | 0.08% | — |
| 61 | Quantinno Capital Management LP | 15,44415,444 | $685,868 | 0.07% | ADD 74% |
| 62 | RENAISSANCE TECHNOLOGIES LLC | 15,00015,000 | $666,150 | 0.07% | TRIM -62% |
| 63 | JANE STREET GROUP, LLC | 13,39713,397 | $594,961 | 0.06% | TRIM -51% |
| 64 | DEUTSCHE BANK AG\ | 13,02813,028 | $578,573 | 0.06% | TRIM -3% |
| 65 | Legal & General Group Plc | 12,89612,896 | $572,711 | 0.06% | TRIM -18% |
| 66 | Keating Financial Advisory Services, Inc. | 12,78312,783 | $567,683 | 0.06% | — |
| 67 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 12,74312,743 | $565,917 | 0.06% | — |
| 68 | Mariner, LLC | 12,47012,470 | $553,774 | 0.06% | ADD 31% |
| 69 | PRICE T ROWE ASSOCIATES INC /MD/ | 11,91111,911 | $529,000 | 0.06% | ADD 43% |
| 70 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,87911,879 | $527,546 | 0.06% | NEW |
| 71 | FRANKLIN RESOURCES INC | 11,70011,700 | $519,597 | 0.06% | NEW |
| 72 | STATE OF WISCONSIN INVESTMENT BOARD | 11,42211,422 | $507,251 | 0.06% | NEW |
| 73 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 11,20511,205 | $497,614 | 0.05% | NEW |
| 74 | RAYMOND JAMES FINANCIAL INC | 10,88110,881 | $483,225 | 0.05% | — |
| 75 | Vanguard Global Advisers, LLC | 10,74910,749 | $477,363 | 0.05% | NEW |
| 76 | CITIGROUP INC | 10,73710,737 | $476,830 | 0.05% | ADD 10% |
| 77 | Rafferty Asset Management, LLC | 9,7399,739 | $432,509 | 0.05% | TRIM -13% |
| 78 | VANGUARD ASSET MANAGEMENT, Ltd | 9,7079,707 | $431,088 | 0.05% | NEW |
| 79 | MetLife Investment Management, LLC | 9,4239,423 | $418,475 | 0.05% | ADD 16% |
| 80 | Qube Research & Technologies Ltd | 8,2928,292 | $368,248 | 0.04% | NEW |
| 81 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 8,0598,059 | $357,900 | 0.04% | ADD 13% |
| 82 | Susquehanna Portfolio Strategies, LLC | 8,0108,010 | $355,724 | 0.04% | — |
| 83 | Zurcher Kantonalbank (Zurich Cantonalbank) | 7,9607,960 | $353,504 | 0.04% | ADD 241% |
| 84 | EntryPoint Capital, LLC | 7,2197,219 | $320,596 | 0.03% | TRIM -36% |
| 85 | Triune Financial Partners, LLC | 6,7076,707 | $297,848 | 0.03% | — |
| 86 | Forvis Mazars Wealth Advisors, LLC | 6,5846,584 | $292,396 | 0.03% | — |
| 87 | WELLS FARGO & COMPANY/MN | 6,4826,482 | $287,866 | 0.03% | TRIM -62% |
| 88 | MERCER GLOBAL ADVISORS INC /ADV | 6,4616,461 | $286,933 | 0.03% | NEW |
| 89 | MQS Management LLC | 6,4496,449 | $286,400 | 0.03% | NEW |
| 90 | SG Americas Securities, LLC | 6,2506,250 | $278,000 | 0.03% | TRIM -15% |
| 91 | JANUS HENDERSON GROUP PLC | 6,0616,061 | $268,684 | 0.03% | — |
| 92 | NEW YORK STATE COMMON RETIREMENT FUND | 5,9235,923 | $263,040 | 0.03% | — |
| 93 | SENTINEL TRUST CO LBA | 5,8165,816 | $258,000 | 0.03% | TRIM -32% |
| 94 | Universal- Beteiligungs- und Servicegesellschaft mbH | 5,3475,347 | $237,461 | 0.03% | — |
| 95 | IEQ CAPITAL, LLC | 5,0115,011 | $222,539 | 0.02% | TRIM -36% |
| 96 | MARSHALL WACE, LLP | 4,9764,976 | $220,984 | 0.02% | NEW |
| 97 | MIRABELLA FINANCIAL SERVICES LLP | 4,5214,521 | $200,778 | 0.02% | NEW |
| 98 | Police & Firemen's Retirement System of New Jersey | 3,7463,746 | $166,360 | 0.02% | — |
| 99 | BNP PARIBAS FINANCIAL MARKETS | 3,7263,726 | $165,472 | 0.02% | ADD 4% |
| 100 | KLP KAPITALFORVALTNING AS | 3,3003,300 | $147,058 | 0.02% | — |
† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 1.5M | 1.5M | 1.5M | 1.9M | 2.1M | 2.1M | $93M |
| BlackRock, Inc. | 1.2M | 1.4M | 1.4M | 1.2M | 1.3M | 1.4M | $61M |
| Patriot Financial Partners GP II, L.P. | — | — | — | 1.2M | 1.2M | 1.2M | $53M |
| FJ Capital Management LLC | 1.1M | 1.2M | 1.1M | 1.2M | 1.2M | 921K | $41M |
| DIMENSIONAL FUND ADVISORS LP | 769K | 737K | 757K | 761K | 743K | 746K | $33M |
| VANGUARD CAPITAL MANAGEMENT LLC | — | — | — | — | — | 701K | $31M |
| WELLINGTON MANAGEMENT GROUP LLP | 577K | 677K | 684K | 693K | 712K | 621K | $28M |
| STATE STREET CORP | 336K | 341K | 421K | 452K | 458K | 498K | $22M |
| GEODE CAPITAL MANAGEMENT, LLC | 316K | 369K | 365K | 341K | 359K | 394K | $17M |
| MENDON CAPITAL ADVISORS CORP | 403K | 397K | 399K | 392K | 385K | 382K | $17M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 380K | 382K | 376K | 373K | 362K | 358K | $16M |
| Curi Capital, LLC | 353K | 353K | 353K | 353K | 353K | 350K | $16M |
| KENNEDY CAPITAL MANAGEMENT LLC | 85K | 109K | 213K | 203K | 279K | 311K | $14M |
| MALTESE CAPITAL MANAGEMENT LLC | 326K | 326K | 326K | 326K | 329K | 286K | $13M |
| AMERICAN CENTURY COMPANIES INC | 96K | 69K | 145K | 208K | 182K | 173K | $8M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding divides each quarter's as-filed 13F shares by the SEC cover-page share count dated to that same quarter (split-adjusted), not by today's count — so splits and buybacks don't move the line.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
“The shares of Class A Common Stock were acquired by the Reporting Persons for investment purposes to profit from the appreciation in the market price of the Class A Common Stock and through the payment of dividends, if any. While the Company intends to exercise its rights as a stockholder of the Issuer, and while Mr. Fergeson intends to serve in his capacity as Manager of the Company and as a member of the Board of Directors of the Issuer, neither Reporting Person has any plans or proposals whic”
“The shares in the Company were acquired and sold for investment purposes. Except as otherwise described herein or in Item 6 below, no member of the Patriot Financial Group III has any plans or proposals that relate to or would result in any of the transactions described in subparagraphs (a) through (j) of Item 4 of Schedule 13D. Subject to the limitations imposed by applicable federal and state securities laws, Patriot Financial Group III may further dispose of shares of Common Stock in the Comp”
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | +700,909 | $31M | OPEN |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +146,579 | $7M | OPEN |
| VANGUARD FIDUCIARY TRUST CO | +101,807 | $5M | OPEN |
| BlackRock, Inc. | +77,976 | $3M | ADD |
| ENDEAVOUR CAPITAL ADVISORS INC | +65,468 | $3M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD GROUP INC | −951,562 | $42M | CLOSE |
| FJ Capital Management LLC | −304,613 | $14M | TRIM |
| JPMORGAN CHASE & CO | −217,849 | $10M | TRIM |
| WELLINGTON MANAGEMENT GROUP LLP | −90,983 | $4M | TRIM |
| T. Rowe Price Investment Management, Inc. | −51,977 | $2M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 139 | 13,400,791 | 64.9% | $595M |
| 2025-Q4 | 131 | 13,594,918 | 71.3% | $607M |
| 2025-Q3 | 129 | 13,639,792 | 71.0% | $555M |
| 2025-Q2 | 141 | 13,174,062 | 75.2% | $537M |
| 2025-Q1 | 137 | 12,997,989 | 74.2% | $512M |
| 2024-Q4 | 131 | 12,735,339 | 83.3% | $540M |
| 2024-Q3 | 110 | 11,019,710 | 72.2% | $451M |
| 2024-Q2 | 109 | 10,701,084 | 70.2% | $378M |
| 2024-Q1 | 102 | 10,374,094 | 68.0% | $371M |
| 2023-Q4 | 102 | 10,234,028 | 66.4% | $347M |
| 2023-Q3 | 89 | 9,409,798 | 61.1% | $227M |
| 2023-Q2 | 90 | 9,570,691 | 61.8% | $218M |
| 2023-Q1 | 92 | 9,665,221 | 62.4% | $236M |
| 2022-Q4 | 99 | 9,943,662 | 62.4% | $300M |
| 2022-Q3 | 91 | 9,513,828 | 59.1% | $282M |
| 2022-Q2 | 94 | 9,549,531 | 58.7% | $278M |
| 2022-Q1 | 94 | 9,774,861 | 60.1% | $316M |
| 2021-Q4 | 88 | 9,888,662 | 58.7% | $335M |
| 2021-Q3 | 75 | 9,440,169 | 65.7% | $315M |
| 2021-Q2 | 77 | 9,389,365 | 65.5% | $286M |
| 2021-Q1 | 76 | 9,317,946 | 65.0% | $255M |
| 2020-Q4 | 71 | 9,290,936 | 62.6% | $201M |
| 2020-Q3 | 74 | 9,746,005 | 64.0% | $151M |
| 2020-Q2 | 81 | 10,179,091 | 67.0% | $177M |
| 2020-Q1 | 71 | 10,173,005 | 66.9% | $175M |
| 2019-Q4 | 84 | 10,885,949 | 70.5% | $336M |
| 2019-Q3 | 77 | 10,626,914 | 68.3% | $285M |
| 2019-Q2 | 79 | 10,802,912 | 68.3% | $288M |
| 2019-Q1 | 80 | 10,519,859 | 66.5% | $303M |
| 2018-Q4 | 80 | 10,351,050 | 65.4% | $365M |
| 2018-Q3 | 79 | 9,693,918 | — | $381M |
| 2018-Q2 | 86 | 9,577,700 | 65.6% | $397M |
| 2018-Q1 | 85 | 9,227,073 | 63.2% | $362M |
| 2017-Q4 | 78 | 8,695,806 | 59.5% | $308M |
| 2017-Q3 | 68 | 7,491,243 | — | $267M |
| 2017-Q2 | 61 | 7,137,647 | — | $219M |
| 2017-Q1 | 55 | 6,709,883 | — | $213M |
| 2016-Q4 | 60 | 5,667,100 | — | $190M |
| 2016-Q3 | 49 | 4,654,851 | — | $121M |
| 2016-Q2 | 46 | 4,537,685 | — | $100M |
| 2016-Q1 | 43 | 3,886,529 | — | $82M |
| 2015-Q4 | 38 | 3,395,906 | — | $79M |
Source: SEC Schedule 13D/13G structured XML. 13D = active intent; 13G filers report passively (Rule 13d-1(b) QII / 13d-1(c) Passive / 13d-1(d) Exempt) and are not activists. Percent and delta are the group aggregate the filing reports. Structured 13D/G coverage begins December 2024 (SEC XML mandate).
