YORW · York Water Co · Shareholders & Ownership

$31.43 -0.24 (-0.74%)

Russell 2000 member Rebalance outlook locked

Market Cap

$514.77M

16.23M

Volume · Oct 28 20.03K Avg daily vol (3M) 145.02K

Every disclosed holder of YORW 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 YORW

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)	168	10,472,901	64.53%	Yes
Insiders (Forms 3, 4, 5)	19	172,348	1.06%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	5,583,332	34.40%	Rest
Registered funds (N-PORT, not summed)	147	3,655,919	22.53%	No

Shares outstanding: 16,228,581, 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 YORW

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	Zimmer Partners, LP 13F CIK 1565854 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,419,877	8.75%	+687,200	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	Zimmer Partners, LP 13G CIK 1565854 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,419,877	8.75%	+672,934	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,281,673	7.90%	+203,261	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	384,048	2.37%	+56,487	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	142,177	0.88%	+42,149	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	55,038	0.34%	+18,609	Jun 30, 2026	iShares Trust, not summed
2.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	30,795	0.19%	+6,499	Jun 30, 2026	Quantitative Master Series LLC, not summed
2.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	25,927	0.16%	+544	Jun 30, 2026	iShares Trust, not summed
3	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	713,351	4.40%	+51,403	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	280	0.00%	+234	Jul 31, 2026	E Trade Trust, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	712,799	4.39%	+58,806	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	507,937	3.13%	+34,600	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
6	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	421,682	2.60%	+77,051	Jun 30, 2026	carried, not yet filed for the newest quarter
7	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	362,561	2.23%	+35,831	Jun 30, 2026	carried, not yet filed for the newest quarter
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	346,037	2.13%	+21,095	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	5,600	0.03%	-900	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	441	0.00%	+99	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
8.3	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	96	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	323,129	1.99%	+30,123	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	321,660	1.98%	+21,960	Jun 30, 2026	carried, not yet filed for the newest quarter
11	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	311,672	1.92%	+15,793	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	94,105	0.58%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
11.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	55,137	0.34%	+1,851	Jul 31, 2026	Dimensional ETF Trust, not summed
11.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	53,152	0.33%	+48	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
11.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	16,024	0.10%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
11.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	14,573	0.09%	0	Jul 31, 2026	Dimensional 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	277,196	1.71%	+159,506	Jun 30, 2026	carried, not yet filed for the newest quarter
13	REAVES W H & CO INC 13F CIK 740913 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	275,000	1.69%	+275,000	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Reaves Utility Income Fund Fund · Registered fund · Jul 31, 2026 Reaves Utility Income Fund, not summed	260,000	1.60%	—	Jul 31, 2026	Reaves Utility Income Fund, not summed
14.1	Gabelli Dividend & Income Trust Fund · Registered fund · Jun 30, 2026 Gabelli Dividend & Income Trust, not summed	12,500	0.08%	—	Jun 30, 2026	Gabelli Dividend & Income Trust, not summed
14.2	Gabelli Utility Trust Fund · Registered fund · Jun 30, 2026 Gabelli Utility Trust, not summed	10,300	0.06%	—	Jun 30, 2026	Gabelli Utility Trust, not summed
14.3	Gabelli Equity Trust Inc Fund · Registered fund · Jun 30, 2026 Gabelli Equity Trust Inc, not summed	5,000	0.03%	—	Jun 30, 2026	Gabelli Equity Trust Inc, not summed
14.4	Gabelli Global Small & Mid Cap Value Trust Fund · Registered fund · Jun 30, 2026 Gabelli Global Small & Mid Cap Value Trust, not summed	700	0.00%	—	Jun 30, 2026	Gabelli Global Small & Mid Cap Value Trust, not summed
14.5	Gabelli Global Utility & Income Trust Fund · Registered fund · Jun 30, 2026 Gabelli Global Utility & Income Trust, not summed	500	0.00%	—	Jun 30, 2026	Gabelli Global Utility & Income Trust, not summed
15	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	226,682	1.40%	+34,998	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	ProShares Russell 2000 Dividend Growers ETF Fund S000047885 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	236,244	1.46%	+45,251	Aug 31, 2026	ProShares Trust, not summed
15.2	ProShares Russell 2000 High Income ETF Fund S000087688 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	941	0.01%	+263	Aug 31, 2026	ProShares Trust, not summed
15.3	ProShares UltraPro Russell2000 Fund S000024921 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	669	0.00%	+133	Aug 31, 2026	ProShares Trust, not summed
15.4	ProShares Ultra Russell2000 Fund S000014248 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	516	0.00%	-14	Aug 31, 2026	ProShares Trust, not summed
15.5	ProShares Hedge Replication ETF Fund S000031041 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	14	0.00%	+1	Aug 31, 2026	ProShares Trust, not summed
16	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	212,450	1.31%	+154,862	Jun 30, 2026	carried, not yet filed for the newest quarter
17	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	193,737	1.19%	+81,930	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	188,659	1.16%	+24,462	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	168,236	1.04%	-35,800	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	153,816	0.95%	+7,607	Jun 30, 2026	carried, not yet filed for the newest quarter
21	GABELLI FUNDS LLC 13F CIK 1081407 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	151,793	0.94%	+18,150	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	The Gabelli Utilities Fund Fund S000001075 · Registered fund · Jun 30, 2026 Gabelli Utilities Fund, not summed	91,793	0.57%	+5,750	Jun 30, 2026	Gabelli Utilities Fund, not summed
21.2	The Gabelli Small Cap Growth Fund Fund S000001062 · Registered fund · Jun 30, 2026 Gabelli Equity Series Funds Inc, not summed	31,000	0.19%	0	Jun 30, 2026	Gabelli Equity Series Funds Inc, not summed
22	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	144,906	0.89%	+21,997	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	8,416	0.05%	+1,334	Jun 30, 2026	Northern Funds, not summed
22.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,713	0.02%	-130	Jun 30, 2026	Northern Funds, not summed
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	135,135	0.83%	+17,019	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	76,341	0.47%	+5,805	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	40,214	0.25%	+8,363	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	10,196	0.06%	+4,000	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	7,252	0.04%	0	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	106,828	0.66%	+13,515	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VANGUARD UTILITIES INDEX FUND Fund S000004445 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	100,524	0.62%	+2,421	May 31, 2026	VANGUARD WORLD FUND, not summed
26	Penn Capital Management Company, LLC 13F CIK 1158202 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	97,796	0.60%	+8,525	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	96,967	0.60%	+15,345	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Invesco Water Resources ETF Fund S000003048 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	73,026	0.45%	+12,628	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
27.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	13,899	0.09%	+1,081	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
27.3	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	557	0.00%	-1,581	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
27.4	Invesco Dividend AchieversTM ETF Fund S000003037 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	462	0.00%	+58	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
28	JOHN G ULLMAN & ASSOCIATES INC 13F CIK 919530 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	92,975	0.57%	+55,925	Jun 30, 2026	carried, not yet filed for the newest quarter
29	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	91,883	0.57%	-64,383	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	16,815	0.10%	+3,697	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
29.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	7,218	0.04%	+6,626	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
30	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	91,703	0.57%	+10,727	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
31	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	89,264	0.55%	+67,294	Jun 30, 2026	carried, not yet filed for the newest quarter
32	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	78,850	0.49%	-65,820	Jun 30, 2026	carried, not yet filed for the newest quarter
33	HINES JEFFREY R Insider CIK 1238672 · May 5, 2025 Director, issuer-wide	77,930	0.48%	+2,160	May 5, 2025	Director, issuer-wide
34	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	74,000	0.46%	+2,533	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
35	Empire Financial Management Company, LLC 13F CIK 1971875 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	72,366	0.45%	+72,366	Jun 30, 2026	carried, not yet filed for the newest quarter
36	WisdomTree U.S. SmallCap Dividend Fund Fund S000012394 · Registered fund · Jun 30, 2026 WisdomTree Trust, not summed	71,328	0.44%	-3,198	Jun 30, 2026	WisdomTree Trust, not summed
37	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	68,237	0.42%	+10,312	Jun 30, 2026	carried, not yet filed for the newest quarter
38	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	65,139	0.40%	+960	Jun 30, 2026	carried, not yet filed for the newest quarter
39	State of New Jersey Common Pension Fund D 13F CIK 1483066 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	62,619	0.39%	-19,410	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	59,485	0.37%	+14,549	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	22,015	0.14%	+5,530	Jul 31, 2026	TIAA-CREF Funds, not summed
40.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	21,124	0.13%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
40.3	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	490	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
40.4	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	203	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed
41	STOREBRAND ASSET MANAGEMENT AS 13F CIK 1685676 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	57,500	0.35%	+30,394	Jun 30, 2026	carried, not yet filed for the newest quarter
42	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	47,012	0.29%	+5,526	Jun 30, 2026	carried, not yet filed for the newest quarter
43	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Jun 30, 2026 carried, not yet filed for the newest quarter	45,144	0.28%	-409	Jun 30, 2026	carried, not yet filed for the newest quarter
44	1290 VT GAMCO Small Company Value Portfolio Fund S000009151 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	43,500	0.27%	0	Jun 30, 2026	EQ Advisors Trust, not summed
45	GAMCO INVESTORS, INC. ET AL 13F CIK 807249 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	43,500	0.27%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Prospera Financial Services Inc 13F CIK 1541625 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	41,575	0.26%	+41,575	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Y-Intercept (Hong Kong) Ltd 13F CIK 1772875 · Exempt reporting adviser · Sep 30, 2026	40,082	0.25%	+31,092	Sep 30, 2026
48	CenterBook Partners LP 13F CIK 1872738 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	36,989	0.23%	-20,493	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Hand Joseph Thomas Insider CIK 1434722 · Oct 16, 2026 Director, President & CEO, issuer-wide	35,795	0.22%	+386	Oct 16, 2026	Director, President & CEO, issuer-wide
50	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	32,116	0.20%	-10,868	Jun 30, 2026	carried, not yet filed for the newest quarter

13 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 108985 CUSIP 987184108 13F (30d) 40 filings 38 filers Visit website Investor relations