| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | WELLINGTON MANAGEMENT GROUP LLP | 4,507,9324.5M | $78M | 13.04% | ADD 18% |
| 2 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 2,601,5032.6M | $45M | 7.52% | ADD 29% |
| 3 | BlackRock, Inc. | 1,391,5001.4M | $24M | 4.02% | ADD 3% |
| 4 | Boston Partners | 1,215,1871.2M | $21M | 3.51% | ADD 2823% |
| 5 | MORGAN STANLEY | 1,009,4061.0M | $17M | 2.92% | — |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 926,036926,036 | $16M | 2.68% | NEW† |
| 7 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 737,370737,370 | $13M | 2.13% | NEW† |
| 8 | TWO SIGMA INVESTMENTS, LP | 600,655600,655 | $10M | 1.74% | ADD 180% |
| 9 | MALTESE CAPITAL MANAGEMENT LLC | 572,175572,175 | $10M | 1.65% | ADD 51% |
| 10 | AMERICAN CENTURY COMPANIES INC | 481,698481,698 | $8M | 1.39% | ADD 50% |
| 11 | ALGEBRIS (UK) LTD | 478,504478,504 | $8M | 1.38% | ADD 77% |
| 12 | JACOBS ASSET MANAGEMENT, LLC | 425,000425,000 | $7M | 1.23% | TRIM -11% |
| 13 | GOLDMAN SACHS GROUP INC | 399,104399,104 | $7M | 1.15% | TRIM -48% |
| 14 | Russell Investments Group, Ltd. | 395,102395,102 | $7M | 1.14% | ADD 53% |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 360,776360,776 | $6M | 1.04% | ADD 2% |
| 16 | STATE STREET CORP | 334,929334,929 | $6M | 0.97% | ADD 22% |
| 17 | MENDON CAPITAL ADVISORS CORP | 308,624308,624 | $5M | 0.89% | ADD 86% |
| 18 | JPMORGAN CHASE & CO | 310,502310,502 | $5M | 0.90% | ADD 19% |
| 19 | STATE OF WISCONSIN INVESTMENT BOARD | 299,469299,469 | $5M | 0.87% | TRIM -9% |
| 20 | Brevan Howard Capital Management LP | 250,334250,334 | $4M | 0.72% | ADD 25% |
| 21 | EJF Capital LP | 245,107245,107 | $4M | 0.71% | ADD 14% |
| 22 | Curi Capital, LLC | 245,097245,097 | $4M | 0.71% | ADD 48% |
| 23 | North Reef Capital Management LP | 232,396232,396 | $4M | 0.67% | TRIM -10% |
| 24 | BANK OF AMERICA CORP /DE/ | 215,544215,544 | $4M | 0.62% | ADD 127% |
| 25 | MILLENNIUM MANAGEMENT LLC | 201,727201,727 | $3M | 0.58% | TRIM -46% |
| 26 | Sanctuary Advisors, LLC | 177,023177,023 | $3M | 0.51% | — |
| 27 | VANGUARD PORTFOLIO MANAGEMENT LLC | 167,619167,619 | $3M | 0.48% | NEW |
| 28 | BNP PARIBAS FINANCIAL MARKETS | 153,766153,766 | $3M | 0.44% | TRIM -11% |
| 29 | MISSION WEALTH MANAGEMENT, LP | 147,515147,515 | $3M | 0.43% | TRIM -6% |
| 30 | Nuveen, LLC | 141,248141,248 | $2M | 0.41% | ADD 98% |
| 31 | RAYMOND JAMES FINANCIAL INC | 139,952139,952 | $2M | 0.40% | NEW |
| 32 | BOOTHBAY FUND MANAGEMENT, LLC | 129,271129,271 | $2M | 0.37% | — |
| 33 | NORTHERN TRUST CORP | 126,756126,756 | $2M | 0.37% | ADD 2% |
| 34 | ACADIAN ASSET MANAGEMENT LLC | 114,815114,815 | $2M | 0.33% | NEW |
| 35 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 106,868106,868 | $2M | 0.31% | TRIM -5% |
| 36 | PMC FIG Opportunities LLC | 101,227101,227 | $2M | 0.29% | ADD 93% |
| 37 | JACOBS LEVY EQUITY MANAGEMENT, INC | 96,11296,112 | $2M | 0.28% | NEW |
| 38 | CITADEL ADVISORS LLC | 94,06494,064 | $2M | 0.27% | ADD 80% |
| 39 | Voleon Capital Management LP | 93,73593,735 | $2M | 0.27% | ADD 11% |
| 40 | VANGUARD FIDUCIARY TRUST CO | 89,03089,030 | $2M | 0.26% | NEW |
| 41 | AMERIPRISE FINANCIAL INC | 88,14588,145 | $2M | 0.25% | NEW |
| 42 | Bank of New York Mellon Corp | 88,10988,109 | $2M | 0.25% | ADD 5% |
| 43 | SEGALL BRYANT & HAMILL, LLC | 87,75587,755 | $2M | 0.25% | NEW |
| 44 | HSBC HOLDINGS PLC | 80,50780,507 | $1M | 0.23% | TRIM -39% |
| 45 | Point72 Asset Management, L.P. | 69,33469,334 | $1M | 0.20% | NEW |
| 46 | MARTINGALE ASSET MANAGEMENT L P | 69,21569,215 | $1M | 0.20% | NEW |
| 47 | CWA Asset Management Group, LLC | 67,58967,589 | $1M | 0.20% | NEW |
| 48 | UBS Group AG | 58,61858,618 | $1M | 0.17% | ADD 79% |
| 49 | KENNEDY CAPITAL MANAGEMENT LLC | 57,24457,244 | $988,031 | 0.17% | — |
| 50 | Man Group plc | 53,95653,956 | $931,281 | 0.16% | ADD 384% |
| 51 | PRUDENTIAL FINANCIAL INC | 52,18052,180 | $900,627 | 0.15% | ADD 98% |
| 52 | SEI INVESTMENTS CO | 50,11750,117 | $865,019 | 0.14% | ADD 165% |
| 53 | COMMONWEALTH EQUITY SERVICES, LLC | 49,91749,917 | $861,570 | 0.14% | TRIM -3% |
| 54 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 44,10044,100 | $761,166 | 0.13% | NEW |
| 55 | Persistent Asset Partners Ltd | 39,87539,875 | $688,243 | 0.12% | ADD 113% |
| 56 | PDT Partners, LLC | 39,52639,526 | $682,219 | 0.11% | ADD 47% |
| 57 | BARCLAYS PLC | 37,61037,610 | $649,147 | 0.11% | TRIM -42% |
| 58 | AQR CAPITAL MANAGEMENT LLC | 37,48637,486 | $647,013 | 0.11% | ADD 24% |
| 59 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 35,12635,126 | $606,275 | 0.10% | NEW |
| 60 | FIRST TRUST ADVISORS LP | 32,90532,905 | $567,940 | 0.10% | — |
| 61 | CITIGROUP INC | 29,33529,335 | $506,322 | 0.08% | TRIM -4% |
| 62 | NOMURA HOLDINGS INC | 28,54228,542 | $492,635 | 0.08% | TRIM -6% |
| 63 | ELCO Management Co., LLC | 28,34428,344 | $489,217 | 0.08% | NEW |
| 64 | Verition Fund Management LLC | 24,89124,891 | $429,619 | 0.07% | NEW |
| 65 | XTX Topco Ltd | 24,43324,433 | $421,714 | 0.07% | NEW |
| 66 | FEDERATED HERMES, INC. | 23,99523,995 | $414,154 | 0.07% | — |
| 67 | HRT FINANCIAL LP | 21,96421,964 | $379,000 | 0.06% | NEW |
| 68 | OCCUDO QUANTITATIVE STRATEGIES LP | 20,82420,824 | $371,292 | 0.06% | TRIM -20% |
| 69 | Aquatic Capital Management LLC | 21,06621,066 | $363,599 | 0.06% | ADD 272% |
| 70 | Y-Intercept (Hong Kong) Ltd | 20,93920,939 | $361,407 | 0.06% | NEW |
| 71 | Jump Financial, LLC | 20,80020,800 | $359,008 | 0.06% | TRIM -45% |
| 72 | CANADA PENSION PLAN INVESTMENT BOARD | 20,50020,500 | $353,830 | 0.06% | — |
| 73 | Invesco Ltd. | 18,77018,770 | $323,970 | 0.05% | ADD 66% |
| 74 | ExodusPoint Capital Management, LP | 17,63917,639 | $304,449 | 0.05% | NEW |
| 75 | Schonfeld Strategic Advisors LLC | 16,15016,150 | $278,747 | 0.05% | NEW |
| 76 | Vanguard Global Advisers, LLC | 16,14916,149 | $278,732 | 0.05% | NEW |
| 77 | RHUMBLINE ADVISERS | 15,95515,955 | $275,378 | 0.05% | ADD 22% |
| 78 | Thrivent Financial for Lutherans | 15,65615,656 | $270,000 | 0.05% | NEW |
| 79 | STRS OHIO | 14,80014,800 | $255,448 | 0.04% | ADD 640% |
| 80 | Sterling Capital Management LLC | 14,31014,310 | $246,991 | 0.04% | ADD 1110% |
| 81 | PRICE T ROWE ASSOCIATES INC /MD/ | 14,16914,169 | $245,000 | 0.04% | ADD 36% |
| 82 | Balyasny Asset Management L.P. | 13,91713,917 | $240,207 | 0.04% | NEW |
| 83 | CWM, LLC | 12,92212,922 | $223,034 | 0.04% | — |
| 84 | DEUTSCHE BANK AG\ | 12,10912,109 | $209,001 | 0.04% | ADD 42% |
| 85 | MetLife Investment Management, LLC | 11,87111,871 | $204,893 | 0.03% | — |
| 86 | Pale Fire Capital SE | 10,25810,258 | $177,053 | 0.03% | NEW |
| 87 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 9,9509,950 | $171,737 | 0.03% | NEW |
| 88 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 9,7629,762 | $168,492 | 0.03% | ADD 2% |
| 89 | WELLS FARGO & COMPANY/MN | 7,7607,760 | $133,937 | 0.02% | TRIM -66% |
| 90 | Quantbot Technologies LP | 7,5007,500 | $129,450 | 0.02% | TRIM -82% |
| 91 | LOS ANGELES CAPITAL MANAGEMENT LLC | 6,6206,620 | $114,261 | 0.02% | NEW |
| 92 | IFP Advisors, Inc | 6,4386,438 | $111,120 | 0.02% | — |
| 93 | Police & Firemen's Retirement System of New Jersey | 5,5245,524 | $95,344 | 0.02% | — |
| 94 | NEW YORK STATE COMMON RETIREMENT FUND | 5,4005,400 | $93,204 | 0.02% | — |
| 95 | State of Alaska, Department of Revenue | 2,4082,408 | $41,000 | 0.01% | — |
| 96 | Legal & General Group Plc | 1,8311,831 | $31,603 | 0.01% | — |
| 97 | Ameritas Investment Partners, Inc. | 1,6671,667 | $28,772 | 0.00% | — |
| 98 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1,1111,111 | $19,176 | 0.00% | TRIM -12% |
| 99 | Tower Research Capital LLC (TRC) | 1,0381,038 | $17,916 | 0.00% | ADD 26% |
| 100 | Pinnacle Wealth Planning Services, Inc. | 523523 | $9,027 | 0.00% | — |
† 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 |
|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | — | 3.3M | 3.7M | 3.8M | 3.8M | 4.5M | $78M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | — | 763K | 1.7M | 1.8M | 2.0M | 2.6M | $45M |
| BlackRock, Inc. | — | 151K | 657K | 702K | 1.4M | 1.4M | $24M |
| Boston Partners | — | 31K | 39K | 41K | 42K | 1.2M | $21M |
| MORGAN STANLEY | — | 21K | 153K | 753K | 1.0M | 1.0M | $17M |
| VANGUARD CAPITAL MANAGEMENT LLC | — | — | — | — | — | 926K | $16M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | — | — | — | — | — | 737K | $13M |
| TWO SIGMA INVESTMENTS, LP | — | 29K | 42K | 162K | 214K | 601K | $10M |
| MALTESE CAPITAL MANAGEMENT LLC | — | 635K | 585K | 381K | 380K | 572K | $10M |
| AMERICAN CENTURY COMPANIES INC | — | 490K | 66K | 152K | 322K | 482K | $8M |
| ALGEBRIS (UK) LTD | — | — | — | 261K | 270K | 479K | $8M |
| JACOBS ASSET MANAGEMENT, LLC | — | 623K | 624K | 463K | 475K | 425K | $7M |
| GOLDMAN SACHS GROUP INC | — | 686K | 677K | 715K | 760K | 399K | $7M |
| Russell Investments Group, Ltd. | — | 142K | 160K | 225K | 258K | 395K | $7M |
| GEODE CAPITAL MANAGEMENT, LLC | — | 98K | 235K | 234K | 352K | 361K | $6M |
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 uses today's share count for every quarter (the only count stored).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 115 | 22,322,732 | 64.6% | $385M |
| 2025-Q4 | 95 | 17,262,519 | 49.9% | $290M |
| 2025-Q3 | 79 | 14,409,038 | 41.7% | $246M |
| 2025-Q2 | 68 | 13,116,393 | 37.9% | $180M |
| 2025-Q1 | 48 | 11,866,588 | 34.3% | $171M |
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.
| Holder | % of class | Type | As of | |
|---|---|---|---|---|
| Second Rewrittwen Trust Indenture of the John S Simoni Living Trust | 8.9% | Exempt | 2026-06-30 | SEC → |
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).
