OZK · Bank OZK · Shareholders & Ownership

$50.45 -0.03 (-0.06%) At close · Nov 12 Play latest call Q3 2026 earnings call transcript

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$5.44B

107.78M

Volume · Nov 12 1.08M Avg daily vol (3M) 1.43M

Every disclosed holder of OZK in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns OZK

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: shares outstanding cannot be set against these holders.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	527	103,799,673	—	Yes
Insiders (Forms 3, 4, 5)	0	0	—	Yes
13D/G-only blocks	0	0	—	Yes
Registered funds (N-PORT, not summed)	370	48,002,485	—	No

% Out is unavailable: no shares outstanding count is on record.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of OZK

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	10,739,401	—	-196,958	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,427,536	—	0	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Select Dividend ETF Fund S000004334 · Registered fund · Jul 31, 2026 iShares Trust, not summed	879,709	—	0	Jul 31, 2026	iShares Trust, not summed
1.3	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	516,102	—	-11,000	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	398,438	—	0	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	342,477	—	0	Jul 31, 2026	iShares Trust, not summed
2	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	6,726,465	—	+45,310	Sep 30, 2026
2.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,539,253	—	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	879,137	—	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	788,758	—	-3,771	Jul 31, 2026	Dimensional ETF Trust, not summed
2.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	615,206	—	+19,955	Jul 31, 2026	Dimensional ETF Trust, not summed
2.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	600,276	—	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3	STATE STREET CORP 13F CIK 93751 · Bank · Sep 30, 2026	5,745,822	—	-330,640	Sep 30, 2026
3.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,173,868	—	-55,008	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.2	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,009,125	—	+2,126	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	519,404	—	+12,027	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	270,451	—	-19,617	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	157,313	—	-2,073	Jun 30, 2026	SPDR SERIES TRUST, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,199,115	—	-155,837	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,733,512	—	+48,106	Jun 30, 2026	carried, not yet filed for the newest quarter
6	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,103,828	—	+259,791	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Schwab U.S. Dividend Equity ETF Fund S000034163 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	2,801,325	—	+324,818	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
6.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	487,326	—	-12,133	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
6.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	409,025	—	+41,252	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
6.4	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	283,845	—	+3,051	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
6.5	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	106,548	—	+8,756	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
7	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Sep 30, 2026	3,919,208	—	+244,811	Sep 30, 2026
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	3,515,794	—	+233,723	Sep 30, 2026
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,375,151	—	+33,017	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	3,345,235	—	-1,350,141	Sep 30, 2026
10.1	Wasatch Small Cap Value Fund Fund S000000878 · Registered fund · Sep 30, 2026 WASATCH FUNDS TRUST, not summed	636,249	—	-151,385	Sep 30, 2026	WASATCH FUNDS TRUST, not summed
10.2	Wasatch Core Growth Fund Fund S000000877 · Registered fund · Sep 30, 2026 WASATCH FUNDS TRUST, not summed	408,980	—	-536,380	Sep 30, 2026	WASATCH FUNDS TRUST, not summed
10.3	Wasatch Global Opportunities Fund Fund S000022592 · Registered fund · Sep 30, 2026 WASATCH FUNDS TRUST, not summed	49,386	—	-3,288	Sep 30, 2026	WASATCH FUNDS TRUST, not summed
10.4	Wasatch Long/Short Alpha Fund Fund S000073482 · Registered fund · Sep 30, 2026 WASATCH FUNDS TRUST, not summed	11,667	—	-6,391	Sep 30, 2026	WASATCH FUNDS TRUST, not summed
11	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · Aug 31, 2026 American Century ETF Trust, not summed	3,294,167	—	+222,394	Aug 31, 2026	American Century ETF Trust, not summed
12	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,274,181	—	+1,664,598	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	104,156	—	+12,355	Jun 30, 2026	AQR Funds, not summed
12.2	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	100,630	—	0	Jun 30, 2026	AQR Funds, not summed
12.3	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	32,506	—	+13,186	Jun 30, 2026	AQR Funds, not summed
13	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Sep 30, 2026	3,020,513	—	-16,612	Sep 30, 2026
13.1	First Trust Financials AlphaDEX Fund Fund S000017699 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	260,043	—	-87,241	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
13.2	First Trust Morningstar Dividend Leaders Index Fund Fund S000010976 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	172,804	—	-21,310	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
13.3	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	151,373	—	+10,295	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
13.4	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	79,096	—	-20,034	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
13.5	First Trust/Dow Jones Dividend & Income Allocation Portfolio Fund S000036417 · Registered fund · Jun 30, 2026 First Trust Variable Insurance Trust, not summed	53,137	—	-1,093	Jun 30, 2026	First Trust Variable Insurance Trust, not summed
14	CAPTRUST FINANCIAL ADVISORS 13F CIK 1512024 · Registered investment adviser · Sep 30, 2026	2,589,188	—	+18,480	Sep 30, 2026
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,435,409	—	-15,205	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	1,920,454	—	+87,017	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
17	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,575,317	—	+639,724	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust II, not summed	3,655	—	+15	Aug 31, 2026	Goldman Sachs ETF Trust II, not summed
17.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	2,925	—	-1,297	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
17.3	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	1,142	—	-138	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
18	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,570,873	—	—	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,544,068	—	-16,522	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	Van Berkom & Associates Inc. 13F CIK 1524408 · Registered investment adviser · Sep 30, 2026	1,420,315	—	-184,252	Sep 30, 2026
21	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	1,344,872	—	+127,548	Sep 30, 2026
21.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	4,046	—	+191	Jul 31, 2026	BNY Mellon ETF Trust, not summed
22	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,330,867	—	+448,040	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,327,775	—	+397,887	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,175,295	—	+17,226	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,165,435	—	+135,770	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Giverny Capital Inc. 13F CIK 1641864 · Registered investment adviser · Sep 30, 2026	1,135,765	—	-62,351	Sep 30, 2026
27	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,120,435	—	-252,022	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	68	—	0	Jul 31, 2026	E Trade Trust, not summed
28	Invesco Ltd. 13F CIK 914208 · Investment adviser · Sep 30, 2026	1,077,074	—	+71,859	Sep 30, 2026
28.1	Invesco High Yield Equity Dividend AchieversTM ETF Fund S000003045 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	333,548	—	-4,496	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
28.2	Invesco S&P MidCap Value with Momentum ETF Fund S000003057 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	157,581	—	+986	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
28.3	Invesco S&P MidCap Low Volatility ETF Fund S000030966 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	151,716	—	-1,553	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
28.4	Invesco S&P MidCap 400 GARP ETF Fund S000060794 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	113,777	—	-99,155	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
28.5	Invesco S&P Midcap 400 Pure Value ETF Fund S000060796 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	45,644	—	+230	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
29	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	955,993	—	+95	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	66,745	—	+2,134	Jun 30, 2026	Northern Funds, not summed
29.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	21,864	—	+1,074	Jul 31, 2026	FlexShares Trust, not summed
30	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	932,160	—	+22,572	Jun 30, 2026	carried, not yet filed for the newest quarter
31	FAIRHOLME CAPITAL MANAGEMENT LLC 13F CIK 1056831 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	921,252	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	The Fairholme Focused Income Fund Fund S000027309 · Registered fund · Aug 31, 2026 Fairholme Funds Inc, not summed	507,800	—	0	Aug 31, 2026	Fairholme Funds Inc, not summed
31.2	The Fairholme Fund Fund S000008484 · Registered fund · Aug 31, 2026 Fairholme Funds Inc, not summed	256,800	—	0	Aug 31, 2026	Fairholme Funds Inc, not summed
32	JUPITER ASSET MANAGEMENT LTD 13F CIK 1215838 · Registered investment adviser · Sep 30, 2026	897,710	—	+897,710	Sep 30, 2026
33	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	860,817	—	+272,632	Jun 30, 2026	carried, not yet filed for the newest quarter
34	TUDOR INVESTMENT CORP ET AL 13F CIK 923093 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	810,073	—	+143,351	Jun 30, 2026	carried, not yet filed for the newest quarter
35	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Sep 30, 2026	793,197	—	+11,300	Sep 30, 2026
36	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	789,544	—	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
37	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Sep 30, 2026	684,555	—	+162,646	Sep 30, 2026
37.1	Allspring SMID Core ETF Fund S000093515 · Registered fund · Jun 30, 2026 ALLSPRING EXCHANGE-TRADED FUNDS TRUST, not summed	31,038	—	+11,000	Jun 30, 2026	ALLSPRING EXCHANGE-TRADED FUNDS TRUST, not summed
37.2	Allspring Disciplined Large Cap Portfolio Fund S000061896 · Registered fund · Jul 31, 2026 ALLSPRING MASTER TRUST, not summed	9,445	—	0	Jul 31, 2026	ALLSPRING MASTER TRUST, not summed
38	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	660,025	—	-17,320	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Kennedy Capital Small Cap Value Fund Fund S000076118 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	24,967	—	+773	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
39	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	656,898	—	-117,355	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	652,319	—	+5,623	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VOLORIDGE INVESTMENT MANAGEMENT, LLC 13F CIK 1556921 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	609,347	—	-87,291	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Newport Trust Company, LLC 13F CIK 1722329 · Bank · Sep 30, 2026	594,937	—	+2,198	Sep 30, 2026
43	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Sep 30, 2026	534,796	—	-10,333	Sep 30, 2026
43.1	ProShares S&P MidCap 400 Dividend Aristocrats ETF Fund S000047884 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	533,410	—	-9,636	Aug 31, 2026	ProShares Trust, not summed
43.2	ProShares Ultra MidCap400 Fund S000006825 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	3,291	—	-295	Aug 31, 2026	ProShares Trust, not summed
43.3	ProShares UltraPro MidCap400 Fund S000024920 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	525	—	+24	Aug 31, 2026	ProShares Trust, not summed
44	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Sep 30, 2026	493,500	—	-5,600	Sep 30, 2026
44.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	98,600	—	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
45	Twin Lions Management LLC 13F CIK 2055318 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	485,160	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter
46	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	470,333	—	-251,154	Jun 30, 2026	carried, not yet filed for the newest quarter
47	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Sep 30, 2026	457,526	—	+6,136	Sep 30, 2026
48	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	440,728	—	-713,177	Jun 30, 2026	carried, not yet filed for the newest quarter
49	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	435,761	—	+270,688	Jun 30, 2026	carried, not yet filed for the newest quarter
50	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	416,501	—	-3,786	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed

68 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1569650 CUSIP 06417N103 13F (30d) 365 filings 322 filers Visit website Investor relations