PB · Prosperity Bancshares Inc · Shareholders & Ownership

$69.75 +1.50 (+2.20%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$8.20B

120.18M

Volume · Oct 20 1.02M Avg daily vol (3M) 977.63K

Every disclosed holder of PB 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 PB

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

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	465	89,519,098	74.49%	Yes
Insiders (Forms 3, 4, 5)	22	2,648,301	2.20%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	28,009,372	23.31%	Rest
Registered funds (N-PORT, not summed)	390	43,350,625	36.07%	No

Shares outstanding: 120,176,771, the issuer's latest cover-page count restated onto today's split basis.

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 PB

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	10,225,601	8.51%	+858,329	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	3,451,763	2.87%	+106,464	Jun 30, 2026	iShares Trust, not summed
1.2	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	505,230	0.42%	-8,083	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	402,134	0.33%	+44,357	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	300,420	0.25%	+18,285	Jul 31, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	218,446	0.18%	+3,431	Jun 30, 2026	iShares Trust, not summed
2	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,304,696	5.25%	-18,448	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	462,428	0.38%	-145,840	Jun 30, 2026	AQR Funds, not summed
2.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	168,694	0.14%	-4	Jun 30, 2026	AQR Funds, not summed
2.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	36,693	0.03%	-19,840	Jun 30, 2026	AQR Funds, not summed
2.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	27,457	0.02%	-12,314	Jun 30, 2026	AQR Funds, not summed
2.5	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	14,687	0.01%	-811	Jun 30, 2026	AQR Funds, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,208,490	5.17%	+609,688	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,466,720	4.55%	+375,242	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,002,901	0.83%	+133,096	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	842,509	0.70%	+22,236	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	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	510,513	0.42%	+16,444	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	194,117	0.16%	+504	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	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	154,628	0.13%	-646	Jun 30, 2026	SPDR SERIES TRUST, not summed
5	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,070,242	4.22%	+140,933	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	5,070,242	4.22%	+346,224	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,416,671	1.18%	+205,554	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	784,431	0.65%	+109,319	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	655,196	0.55%	+92,354	Jul 31, 2026	Dimensional ETF Trust, not summed
5.5	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	609,026	0.51%	+106,919	Jul 31, 2026	Dimensional ETF Trust, not summed
6	BARROW HANLEY MEWHINNEY & STRAUSS LLC 13F CIK 313028 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,793,908	3.99%	-143,120	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,425,184	3.68%	+77,190	Jun 30, 2026	carried, not yet filed for the newest quarter
8	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,232,897	2.69%	+6,570	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	81	0.00%	+5	Jul 31, 2026	E Trade Trust, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,036,927	2.53%	-15,957	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,900,025	2.41%	-160,017	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Neuberger Genesis Fund Fund S000007841 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	1,712,091	1.42%	-124,926	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
10.2	Neuberger Small-Mid Cap ETF Fund S000084236 · Registered fund · May 31, 2026 Neuberger Berman ETF Trust, not summed	58,049	0.05%	+513	May 31, 2026	Neuberger Berman ETF Trust, not summed
11	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,314,597	1.93%	-25,835	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	1,031,934	0.86%	-12,359	Jun 30, 2026	MFS SERIES TRUST XI, not summed
11.2	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	450,817	0.38%	-45,767	May 31, 2026	MFS SERIES TRUST XIII, not summed
11.3	MFS Core Equity Fund Fund S000000763 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	156,902	0.13%	-8,079	May 31, 2026	MFS SERIES TRUST I, not summed
11.4	MFS Mid Cap Value Portfolio Fund S000018843 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	37,956	0.03%	0	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
11.5	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	7,911	0.01%	-485	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
12	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,222,068	1.85%	+1,236,589	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	45,102	0.04%	-41,950	Jun 30, 2026	Goldman Sachs Trust, not summed
12.2	Goldman Sachs Small/Mid Cap Equity Fund Fund S000044015 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	18,604	0.02%	0	May 31, 2026	Goldman Sachs Trust, not summed
12.3	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	10,544	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
12.4	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	3,139	0.00%	+18	May 31, 2026	Goldman Sachs ETF Trust II, not summed
12.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	2,538	0.00%	+357	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
13	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,196,026	1.83%	-29,279	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,106,122	1.75%	+54,891	Jun 30, 2026	carried, not yet filed for the newest quarter
15	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,989,245	1.66%	+26,922	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Mid Cap Value Fund Fund S000005779 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	1,119,669	0.93%	0	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
16	Bridge Builder Large Cap Value Fund Fund S000048335 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	1,491,785	1.24%	-4,091	Jun 30, 2026	Bridge Builder Trust, not summed
17	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,479,512	1.23%	-85,770	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Brown Advisory Small-Cap Growth Fund Fund S000038483 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	255,324	0.21%	-4,194	Jun 30, 2026	Brown Advisory Funds, not summed
18	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,391,933	1.16%	-25,024	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,294,584	1.08%	+1,460	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	486,070	0.40%	+25,130	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	272,916	0.23%	+16,504	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	240,243	0.20%	-9,006	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	72,047	0.06%	+8,099	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	70,545	0.06%	+10,860	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,280,503	1.07%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,155,932	0.96%	+27,710	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,092,055	0.91%	+101,791	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	FlexShares Quality Dividend Index Fund Fund S000038873 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	187,786	0.16%	+43,246	Jul 31, 2026	FlexShares Trust, not summed
22.2	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	65,550	0.05%	+2,188	Jun 30, 2026	Northern Funds, not summed
22.3	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	42,312	0.04%	+6,456	Jul 31, 2026	FlexShares Trust, not summed
22.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	20,122	0.02%	+3,182	Jul 31, 2026	FlexShares Trust, not summed
23	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,082,980	0.90%	+984,426	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Eaton Vance Atlanta Capital SMID-Cap Fund Fund S000005198 · Registered fund · Jun 30, 2026 Eaton Vance Growth Trust, not summed	1,080,728	0.90%	-138,886	Jun 30, 2026	Eaton Vance Growth Trust, not summed
25	SNYDER CAPITAL MANAGEMENT L P 13F CIK 1050477 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	945,565	0.79%	-26,026	Jun 30, 2026	carried, not yet filed for the newest quarter
26	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	884,469	0.74%	-795,373	Jun 30, 2026	carried, not yet filed for the newest quarter
27	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	881,170	0.73%	+125,606	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	First Trust Morningstar Dividend Leaders Index Fund Fund S000010976 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	154,002	0.13%	—	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
27.2	First Trust Financials AlphaDEX Fund Fund S000017699 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	139,110	0.12%	-50,673	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
27.3	First Trust Nasdaq Bank ETF Fund S000053942 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	45,880	0.04%	-10,397	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
27.4	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	42,313	0.04%	+1,780	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
27.5	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	25,271	0.02%	+1,302	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
28	ALGEBRIS (UK) LTD 13F CIK 1700286 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	816,821	0.68%	-118,152	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	792,514	0.66%	-18,668	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	17,183	0.01%	+2,948	Jul 31, 2026	BNY Mellon ETF Trust, not summed
30	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	778,852	0.65%	-32,490	Jun 30, 2026	carried, not yet filed for the newest quarter
31	DEPRINCE RACE & ZOLLO INC 13F CIK 1008894 · Registered investment adviser · Sep 30, 2026	758,260	0.63%	+758,260	Sep 30, 2026
32	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	666,613	0.55%	+99,372	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
33	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	636,217	0.53%	+14,381	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Perpetual Ltd 13F CIK 1647273 · Investment adviser · Sep 30, 2026	555,599	0.46%	-37,723	Sep 30, 2026
35	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	525,859	0.44%	-15,274	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Loomis Sayles Small Cap Value Fund Fund S000006647 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS I, not summed	53,627	0.04%	-2,089	Jun 30, 2026	LOOMIS SAYLES FUNDS I, not summed
36	ZALMAN DAVID Insider CIK 1077785 · Dec 31, 2025 Director, Senior Chairman & CEO, issuer-wide	516,825	0.43%	—	Dec 31, 2025	Director, Senior Chairman & CEO, issuer-wide
37	PRIVATE MANAGEMENT GROUP INC 13F CIK 1142031 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	509,242	0.42%	-4,111	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 13F CIK 1021642 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	506,683	0.42%	-114,431	Jun 30, 2026	carried, not yet filed for the newest quarter
39	FIL Ltd 13F CIK 318989 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	482,083	0.40%	+9,905	Jun 30, 2026	carried, not yet filed for the newest quarter
40	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	481,953	0.40%	-5,663	Jun 30, 2026	carried, not yet filed for the newest quarter
41	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	468,891	0.39%	+173,603	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	463,030	0.39%	+94,398	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
43	Port Capital LLC 13F CIK 1729212 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	461,055	0.38%	-50,800	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Artisan Partners Limited Partnership 13F CIK 1466153 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	435,970	0.36%	-239,676	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Artisan Mid Cap Value Fund Fund S000006497 · Registered fund · Jun 30, 2026 Artisan Partners Funds Inc., not summed	151,348	0.13%	-19,951	Jun 30, 2026	Artisan Partners Funds Inc., not summed
44.2	Artisan Value Income Fund Fund S000075425 · Registered fund · Jun 30, 2026 Artisan Partners Funds Inc., not summed	2,186	0.00%	-187	Jun 30, 2026	Artisan Partners Funds Inc., not summed
45	Azora Capital LP 13F CIK 1700272 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	398,735	0.33%	-537,308	Jun 30, 2026	carried, not yet filed for the newest quarter
46	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	381,170	0.32%	+35,007	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	ProShares S&P MidCap 400 Dividend Aristocrats ETF Fund S000047884 · Registered fund · May 31, 2026 ProShares Trust, not summed	378,563	0.32%	+34,830	May 31, 2026	ProShares Trust, not summed
46.2	ProShares Ultra MidCap400 Fund S000006825 · Registered fund · May 31, 2026 ProShares Trust, not summed	3,491	0.00%	+324	May 31, 2026	ProShares Trust, not summed
46.3	ProShares UltraPro MidCap400 Fund S000024920 · Registered fund · May 31, 2026 ProShares Trust, not summed	488	0.00%	-81	May 31, 2026	ProShares Trust, not summed
47	Bridge Builder Tax Managed Large Cap Fund Fund S000076294 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	362,571	0.30%	0	Jun 30, 2026	Bridge Builder Trust, not summed
48	BOULIGNY JAMES A Insider CIK 1213456 · Apr 21, 2026 Director, issuer-wide	342,037	0.28%	+1,700	Apr 21, 2026	Director, issuer-wide
49	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	320,568	0.27%	+9,040	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
50	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	319,016	0.27%	+118,898	Jun 30, 2026	carried, not yet filed for the newest quarter

74 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 1068851 CUSIP 743606105 13F (30d) 64 filings 64 filers Visit website Investor relations