% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,404,1803.4M | $133M | — | — |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1,734,3011.7M | $68M | — | — |
| 3 | STATE STREET CORP | 866,934866,934 | $34M | — | — |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 849,259849,259 | $33M | — | NEW |
| 5 | AMERICAN CENTURY COMPANIES INC | 796,014796,014 | $31M | — | ADD 10% |
| 6 | ALLIANCEBERNSTEIN L.P. | 962,454962,454 | $29M | — | TRIM -14% |
| 7 | Bragg Financial Advisors, Inc | 672,551672,551 | $26M | — | — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 619,677619,677 | $24M | — | ADD 17% |
| 9 | Invesco Ltd. | 580,663580,663 | $23M | — | ADD 37% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 575,636575,636 | $22M | — | TRIM -6% |
| 11 | Allianz Asset Management GmbH | 574,381574,381 | $22M | — | ADD 34% |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | 526,133526,133 | $21M | — | NEW |
| 13 | Ananym Capital Management, LP | 467,203467,203 | $18M | — | TRIM -61% |
| 14 | MORGAN STANLEY | 461,245461,245 | $18M | — | ADD 3% |
| 15 | JACOBS LEVY EQUITY MANAGEMENT, INC | 332,788332,788 | $13M | — | ADD 16% |
| 16 | AQR CAPITAL MANAGEMENT LLC | 303,003303,003 | $12M | — | ADD 16% |
| 17 | BRANDES INVESTMENT PARTNERS, LP | 291,888291,888 | $11M | — | ADD 4% |
| 18 | Bank of New York Mellon Corp | 266,082266,082 | $10M | — | ADD 4% |
| 19 | NORTHERN TRUST CORP | 222,061222,061 | $9M | — | ADD 6% |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 205,936205,936 | $8M | — | ADD 5% |
| 21 | MILLENNIUM MANAGEMENT LLC | 199,957199,957 | $8M | — | ADD 2012% |
| 22 | PRINCIPAL FINANCIAL GROUP INC | 174,539174,539 | $7M | — | ADD 62% |
| 23 | GOLDMAN SACHS GROUP INC | 157,904157,904 | $6M | — | TRIM -35% |
| 24 | UBS Group AG | 144,416144,416 | $6M | — | ADD 29% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 143,781143,781 | $6M | — | NEW |
| 26 | Empowered Funds, LLC | 139,779139,779 | $5M | — | NEW |
| 27 | JPMORGAN CHASE & CO | 127,518127,518 | $5M | — | TRIM -2% |
| 28 | J. Goldman & Co LP | 118,706118,706 | $5M | — | TRIM -85% |
| 29 | BESSEMER GROUP INC | 112,516112,516 | $4M | — | — |
| 30 | EVR Research LP | 110,000110,000 | $4M | — | TRIM -48% |
| 31 | Tidal Investments LLC | 96,44996,449 | $4M | — | NEW |
| 32 | STATE OF WISCONSIN INVESTMENT BOARD | 90,86190,861 | $4M | — | ADD 4% |
| 33 | AMERIPRISE FINANCIAL INC | 89,08589,085 | $3M | — | TRIM -16% |
| 34 | JANE STREET GROUP, LLC | 82,67482,674 | $3M | — | ADD 10% |
| 35 | Public Sector Pension Investment Board | 81,85781,857 | $3M | — | ADD 5% |
| 36 | CITADEL ADVISORS LLC | 77,08077,080 | $3M | — | ADD 144% |
| 37 | RHUMBLINE ADVISERS | 74,00874,008 | $3M | — | TRIM -7% |
| 38 | Nuveen, LLC | 70,31270,312 | $3M | — | ADD 44% |
| 39 | Trexquant Investment LP | 65,86465,864 | $3M | — | NEW |
| 40 | FRANKLIN RESOURCES INC | 62,87262,872 | $2M | — | NEW |
| 41 | Robeco Institutional Asset Management B.V. | 62,13162,131 | $2M | — | — |
| 42 | Campbell & CO Investment Adviser LLC | 59,68259,682 | $2M | — | ADD 342% |
| 43 | FMR LLC | 56,90456,904 | $2M | — | ADD 827% |
| 44 | OSAIC HOLDINGS, INC. | 54,95654,956 | $2M | — | ADD 13537% |
| 45 | Legal & General Group Plc | 53,76553,765 | $2M | — | TRIM -3% |
| 46 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 46,87846,878 | $2M | — | ADD 13% |
| 47 | LSV ASSET MANAGEMENT | 45,78445,784 | $2M | — | — |
| 48 | Creative Planning | 45,29845,298 | $2M | — | ADD 31% |
| 49 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 44,83744,837 | $2M | — | ADD 32% |
| 50 | ACADIAN ASSET MANAGEMENT LLC | 44,07844,078 | $2M | — | ADD 174% |
| 51 | IEQ CAPITAL, LLC | 43,96343,963 | $2M | — | ADD 5% |
| 52 | TWO SIGMA INVESTMENTS, LP | 41,45041,450 | $2M | — | TRIM -26% |
| 53 | Swiss National Bank | 40,70040,700 | $2M | — | — |
| 54 | CAXTON ASSOCIATES LLP | 40,07940,079 | $2M | — | ADD 248% |
| 55 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 34,93034,930 | $1M | — | TRIM -8% |
| 56 | SEGALL BRYANT & HAMILL, LLC | 34,61934,619 | $1M | — | NEW |
| 57 | BANK OF AMERICA CORP /DE/ | 33,91533,915 | $1M | — | TRIM -62% |
| 58 | ZACKS INVESTMENT MANAGEMENT | 32,02132,021 | $1M | — | NEW |
| 59 | Point72 Asset Management, L.P. | 30,41430,414 | $1M | — | NEW |
| 60 | ARISTEIA CAPITAL, L.L.C. | 30,00030,000 | $1M | — | NEW |
| 61 | OMERS ADMINISTRATION Corp | 29,80029,800 | $1M | — | NEW |
| 62 | Engineers Gate Manager LP | 28,36128,361 | $1M | — | NEW |
| 63 | TEACHER RETIREMENT SYSTEM OF TEXAS | 27,79127,791 | $1M | — | TRIM -19% |
| 64 | PRICE T ROWE ASSOCIATES INC /MD/ | 26,47126,471 | $1M | — | ADD 13% |
| 65 | THOMPSON SIEGEL & WALMSLEY LLC | 24,42724,427 | $954,000 | — | TRIM -90% |
| 66 | PRUDENTIAL FINANCIAL INC | 24,34524,345 | $950,916 | — | ADD 14% |
| 67 | Sagefield Capital LP | 23,85923,859 | $931,932 | — | NEW |
| 68 | Russell Investments Group, Ltd. | 23,67423,674 | $924,704 | — | TRIM -19% |
| 69 | DEUTSCHE BANK AG\ | 23,20523,205 | $906,387 | — | ADD 11% |
| 70 | Quantinno Capital Management LP | 23,18623,186 | $905,653 | — | ADD 3% |
| 71 | Vanguard Global Advisers, LLC | 23,18623,186 | $905,645 | — | NEW |
| 72 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 23,10723,107 | $902,559 | — | TRIM -3% |
| 73 | Qube Research & Technologies Ltd | 22,69922,699 | $886,623 | — | NEW |
| 74 | CANADA LIFE ASSURANCE Co | 21,74621,746 | $850,000 | — | ADD 7% |
| 75 | D. E. Shaw & Co., Inc. | 21,56521,565 | $842,329 | — | TRIM -83% |
| 76 | NISA INVESTMENT ADVISORS, LLC | 19,87919,879 | $776,474 | — | — |
| 77 | WELLS FARGO & COMPANY/MN | 19,72919,729 | $770,632 | — | TRIM -36% |
| 78 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 19,68919,689 | $769,052 | — | TRIM -12% |
| 79 | CWM, LLC | 18,93518,935 | $739,601 | — | ADD 5% |
| 80 | Vident Advisory, LLC | 17,00017,000 | $664,020 | — | TRIM -4% |
| 81 | Balyasny Asset Management L.P. | 16,77116,771 | $655,075 | — | NEW |
| 82 | BAILARD, INC. | 16,00016,000 | $624,960 | — | ADD 63% |
| 83 | Thrivent Financial for Lutherans | 15,33315,333 | $599,000 | — | — |
| 84 | IBEX WEALTH ADVISORS | 15,15515,155 | $591,953 | — | — |
| 85 | XTX Topco Ltd | 15,13515,135 | $591,173 | — | TRIM -67% |
| 86 | STRS OHIO | 14,70014,700 | $574,182 | — | TRIM -31% |
| 87 | Blueshift Asset Management, LLC | 14,45814,458 | $564,729 | — | NEW |
| 88 | MACKENZIE FINANCIAL CORP | 13,98013,980 | $546,059 | — | ADD 31% |
| 89 | MARSHALL WACE, LLP | 13,27713,277 | $518,599 | — | TRIM -49% |
| 90 | Inspire Investing, LLC | 13,24113,241 | $517,192 | — | TRIM -17% |
| 91 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13,06313,063 | $512,071 | — | ADD 22% |
| 92 | Pathstone Holdings, LLC | 12,53912,539 | $489,773 | — | — |
| 93 | VANGUARD ASSET MANAGEMENT, Ltd | 12,42112,421 | $485,164 | — | NEW |
| 94 | FIRST FOUNDATION ADVISORS | 12,17112,171 | $475,399 | — | — |
| 95 | Sanctuary Advisors, LLC | 12,17012,170 | $475,368 | — | ADD 22% |
| 96 | State of Alaska, Department of Revenue | 12,09712,097 | $471,000 | — | — |
| 97 | MetLife Investment Management, LLC | 11,99811,998 | $468,642 | — | TRIM -5% |
| 98 | Brooklyn Investment Group | 11,73911,739 | $458,501 | — | TRIM -48% |
| 99 | Illinois Municipal Retirement Fund | 11,71511,715 | $457,588 | — | TRIM -10% |
| 100 | OXFORD ASSET MANAGEMENT LLP | 10,79810,798 | $421,770 | — | TRIM -48% |
Ranked by each filer’s own reported value, not shares.
1 holder — The filer reported no value for this line, so it carries no dollar figure and is left out of the percentage and value columns.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | +849,259 | $33M | OPEN |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +526,133 | $21M | OPEN |
| MILLENNIUM MANAGEMENT LLC | +190,490 | $7M | ADD |
| Invesco Ltd. | +155,690 | $6M | ADD |
| Allianz Asset Management GmbH | +146,053 | $6M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD GROUP INC | −1,593,981 | $62M | CLOSE |
| Ananym Capital Management, LP | −742,797 | $29M | TRIM |
| J. Goldman & Co LP | −679,172 | $27M | TRIM |
| THOMPSON SIEGEL & WALMSLEY LLC | −214,189 | $8M | TRIM |
| CastleKnight Management LP | −203,300 | $8M | CLOSE |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 3.9M | 3.8M | 3.5M | 3.3M | 3.4M | 3.4M | $133M |
| DIMENSIONAL FUND ADVISORS LP | 2.2M | 2.0M | 1.9M | 1.8M | 1.7M | 1.7M | $68M |
| STATE STREET CORP | 991K | 969K | 932K | 902K | 878K | 867K | $34M |
| VANGUARD CAPITAL MANAGEMENT LLC | — | — | — | — | — | 849K | $33M |
| AMERICAN CENTURY COMPANIES INC | 622K | 676K | 695K | 739K | 726K | 796K | $31M |
| ALLIANCEBERNSTEIN L.P. | 104K | 118K | 118K | 1.2M | 1.1M | 962K | $29M |
| Bragg Financial Advisors, Inc | 322K | 452K | 538K | 592K | 669K | 673K | $26M |
| GEODE CAPITAL MANAGEMENT, LLC | 604K | 589K | 560K | 533K | 529K | 620K | $24M |
| Invesco Ltd. | 318K | 300K | 288K | 270K | 425K | 581K | $23M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 568K | 638K | 643K | 638K | 609K | 576K | $22M |
| Allianz Asset Management GmbH | 209K | 254K | 318K | 387K | 428K | 574K | $22M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | — | — | — | — | — | 526K | $21M |
| Ananym Capital Management, LP | — | 1.3M | 1.3M | 1.2M | 1.2M | 467K | $18M |
| MORGAN STANLEY | 343K | 409K | 336K | 370K | 450K | 461K | $18M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 319K | 445K | 469K | 348K | 286K | 333K | $13M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Breaks = no 13F that quarter.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
“Ms. Lucchese is filing this statement on Schedule 13D to report its acquisition, through operation of law, of beneficial ownership of more than 5% of the outstanding Common Shares of the Issuer. Other than as described in this Item 4, or otherwise in this Statement, Ms. Lucchese (individually and in her capacity as an executor of the Estate) currently has no plans or proposals which relate to or would result in any of the matters set forth in subparagraphs (a)-(j) of Item 4 of Form Schedule 13D.”
SEC Schedule 13D/G XML · group aggregate.