CUSIP: 407497106 | NYSE | Financial Services · Asset Management | Mid Cap | 933 institutional holders
5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.
| Holder | Shares | % of Class | Change | Event Date | vs 13F |
|---|---|---|---|---|---|
| 13D/AHrhla, LLC with Juan Delgado-Moreira, Mario L. Giannini, Erik R. Hirsch, +21 more | 15,351,034 | 27.6% | New 5%+ stake | May 27, 2026 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,452,376 | $126.2M | 0.9% | GARP | Medium | Salt Lake City, UT | 2026-10-13 | |
| 1,013,474 | $88.0M | 0.0% | Core | Low | Des Moines, IA | 2026-11-02 | |
| 804,106 | $69.8M | 4.8% | Deep Value | Medium | Montreal, Austria | 2026-11-04 | |
| 741,678 | $64.4M | 1.5% | Value | Medium | Conshohocken, PA | 2026-10-13 | |
| 681,272 | $59.2M | 0.0% | Index | Low | Austin, TX | 2026-11-04 | |
| 464,054 | $40.3M | 0.7% | Deep Value | High | Winter Park, FL | 2026-10-13 | |
| 320,311 | $27.8M | 0.0% | Core | Low | New York, NY | 2026-11-05 | |
| 311,154 | $27.0M | 0.1% | Core | Low | Cincinnati, OH | 2026-10-15 | |
| 169,070 | $14.7M | 0.2% | Growth | Medium | New York, NY | 2026-11-03 | |
| 128,545 | $11.2M | 0.1% | Growth | Medium | Boston, MA | 2026-10-06 | |
| 122,697 | $10.7M | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 70,516 | $6.1M | 0.2% | Core | Medium | Naples, FL | 2026-10-22 | |
| 61,439 | $5.3M | 0.1% | Core | Low | Shawnee Mission, KS | 2026-11-03 | |
| 58,839 | $5.1M | 0.1% | Value | Very High | Hong Kong, South Korea | 2026-10-16 | |
| 55,940 | $4.9M | 0.7% | Core | Low | Braintree, MA | 2026-11-03 | |
| 45,764 | $4.0M | 0.0% | Core | Medium | New York, NY | 2026-11-04 | |
| 41,088 | $3.6M | 0.0% | Index | Low | Montgomery, AL | 2026-11-04 | |
| 37,360 | $3.2M | 0.0% | Core | Medium | Zeist, Philippines | 2026-10-30 | |
| 33,261 | $2.9M | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 32,792 | $2.8M | 0.0% | Core | Medium | New York, NY | 2026-10-27 | |
| 30,961 | $2.7M | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 30,929 | $2.7M | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 26,857 | $2.3M | 0.0% | Growth | Medium | Frankfurt, Hong Kong | 2026-10-30 | |
| 22,987 | $2.0M | 0.2% | Core | Low | Riverside, CT | 2026-11-04 | |
| 22,330 | $1.9M | 0.0% | Yield | Low | Denver, CO | 2026-11-03 | |
| 21,456 | $1.9M | 0.0% | GARP | Medium | Minneapolis, MN | 2026-11-05 | |
| 20,098 | $1.7M | 0.0% | Core | Very High | New York, NY | 2026-11-05 | |
| 19,613 | $1.7M | 0.0% | ETF | Medium | Birmingham, AL | 2026-11-03 | |
| 18,195 | $1.6M | 0.0% | Core | Very Low | New York, NY | 2026-10-23 | |
| 15,619 | $1.4M | 0.0% | Core | Medium | Charlotte, NC | 2026-10-15 | |
| 14,523 | $1.3M | 0.0% | Index | Low | New York, NY | 2026-10-23 | |
| 14,150 | $1.2M | 0.0% | Core | Low | Trenton, NJ | 2026-11-05 | |
| 13,415 | $1.2M | 0.5% | GARP | Very High | Dripping Springs, TX | 2026-11-03 | |
| 13,264 | $1.1M | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 12,400 | $1.1M | 0.3% | Core | Low | Greenwich, CT | 2026-11-04 | |
| 11,918 | $1.0M | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 11,800 | $1.0M | 0.0% | Index | Low | Baton Rouge, LA | 2026-10-20 | |
| 11,695 | $1.0M | 0.0% | Index | Very Low | Phoenix, AZ | 2026-11-03 | |
| 10,320 | $896.4K | 0.0% | Index | Very Low | Bloomfield Hills, MI | 2026-10-22 | |
| 9,524 | $827.0K | 0.1% | Value | High | Chicago, IL | 2026-10-22 | |
| 9,508 | $825.9K | 0.0% | Core | Low | Harrisburg, PA | 2026-11-03 | |
| 9,300 | $807.8K | 0.0% | Index | Low | East Lansing, MI | 2026-10-27 | |
| 8,498 | $738.1K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 | |
| 8,331 | $715.4K | 0.0% | Core | Medium | London, United Kingdom | 2026-11-04 | |
| 8,300 | $720.9K | 0.0% | Index | Very Low | Tigard, OR | 2026-10-30 | |
| 8,300 | $720.9K | 0.0% | Core | Medium | Richmond, VA | 2026-10-28 | |
| 8,200 | $712.0K | 0.0% | Index | Very Low | Santa Fe, NM | 2026-11-05 | |
| 7,502 | $652.0K | 0.0% | Core | Very Low | Albany, NY | 2026-10-22 | |
| 7,402 | $642.9K | 0.0% | GARP | High | Meridian, ID | 2026-10-22 | |
| 6,809 | $591.4K | 0.0% | ETF | Low | New York, NY | 2026-10-28 | |
| 6,557 | $569.5K | 0.0% | Growth | Medium | Carouge, Switzerland | 2026-11-03 | |
| 5,946 | $516.5K | 0.0% | Growth | Low | Mount Pleasant, SC | 2026-10-23 | |
| 5,407 | $468.0K | 0.0% | Core | Very Low | Juneau, AK | 2026-10-15 | |
| 4,910 | $426.5K | 0.2% | Growth | Very High | Reno, NV | 2026-11-02 | |
| 4,749 | $412.5K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-10-22 | |
| 4,621 | $401.4K | 0.0% | Index | Very Low | Philadelphia, PA | 2026-11-03 | |
| 4,532 | $393.7K | 0.0% | Core | Low | Alpharetta, GA | 2026-10-22 | |
| 4,500 | $393.9K | 0.0% | Core | High | Denver, CO | 2026-11-05 | |
| 4,436 | $388.1K | 0.0% | GARP | Medium | Bellevue, WA | 2026-10-23 | |
| 4,344 | $377.0K | 0.0% | ETF | Medium | New York, NY | 2026-10-26 | |
| 4,064 | $353.0K | 0.1% | ETF | Very Low | Radnor, PA | 2026-10-26 | |
| 3,867 | $335.9K | 0.0% | Core | Low | Pittsburgh, PA | 2026-11-05 | |
| 3,757 | $326.3K | 0.0% | Index | Very Low | Atlanta, GA | 2026-10-23 | |
| 3,550 | $292.7K | 0.1% | Core | Very Low | Blue Bell, PA | 2026-10-22 | |
| 3,527 | $306.4K | 0.0% | Core | N/A | Dubuque, IA | 2026-10-19 | |
| 3,358 | $291.7K | 0.0% | Core | Very Low | Seattle, WA | 2026-11-03 | |
| 3,307 | $287.2K | 0.0% | Core | Low | Carlsbad, CA | 2026-10-21 | |
| 3,053 | $265.2K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 2,995 | $260.1K | 0.0% | GARP | Medium | Houston, TX | 2026-10-21 | |
| 2,974 | $258.3K | 0.0% | Growth | Medium | Provo, UT | 2026-10-20 | |
| 2,920 | $253.7K | 0.0% | Index | Low | New York, NY | 2026-10-29 | |
| 2,847 | $247.3K | 0.0% | Growth | Low | Austin, TX | 2026-11-03 | |
| 2,837 | $246.4K | 0.0% | ETF | Low | Fort Lauderdale, FL | 2026-10-30 | |
| 2,778 | $241.3K | 0.0% | Core | Low | Evansville, IN | 2026-10-20 | |
| 2,716 | $236.0K | 0.0% | Core | Medium | Richmond, VA | 2026-10-14 | |
| 2,657 | $231.2K | 0.0% | ETF | Low | La Jolla, CA | 2026-11-04 | |
| 2,619 | $227.5K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 2,597 | $225.6K | 0.0% | Core | Low | Zurich, Switzerland | 2026-11-03 | |
| 2,503 | $219.0K | 0.0% | Growth | Low | Providence, RI | 2026-10-23 | |
| 2,470 | $214.5K | 0.0% | Value | High | Cheyenne, WY | 2026-10-28 | |
| 2,420 | $210.2K | 0.0% | Growth | Low | Tokyo, Mexico | 2026-10-26 | |
| 2,373 | $206.1K | 0.0% | GARP | Medium | Woodbury, MN | 2026-10-09 | |
| 2,080 | $180.7K | 0.0% | ETF | Low | Brentwood, TN | 2026-10-15 | |
| 2,070 | $179.8K | 0.0% | Core | Medium | Honolulu, HI | 2026-10-06 | |
| 1,976 | $171.6K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 1,760 | $152.9K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 | |
| 1,656 | $143.8K | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 | |
| 1,596 | $139.0K | 0.0% | Core | Medium | Brussels, Czech Republic | 2026-10-22 | |
| 1,490 | $129.4K | 0.0% | Growth | Low | Seoul, Malaysia | 2026-11-03 | |
| 1,350 | $117.3K | 0.0% | Growth | Low | Lutherville, MD | 2026-10-13 | |
| 1,308 | $114.4K | 0.0% | Index | Very Low | St. Louis, MO | 2026-10-20 | |
| 1,164 | $101.1K | 0.0% | GARP | Medium | Charlotte, NC | 2026-10-22 | |
| 1,035 | $89.9K | 0.0% | Value | Medium | Rancho Santa Fe, CA | 2026-10-14 | |
| 1,006 | $86 | 0.0% | Core | Low | Frankfurt, Hong Kong | 2026-10-27 | |
| 1,004 | $87.2K | 0.0% | Core | High | Zurich, Switzerland | 2026-10-29 | |
| 949 | $82.4K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 789 | $68.5K | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 | |
| 776 | $67.4K | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 | |
| 722 | $62.7K | 0.0% | ETF | Very Low | Center Valley, PA | 2026-10-16 | |
| 584 | $50.7K | 0.0% | ETF | Medium | Scottsdale, AZ | 2026-10-14 | |
| 554 | $48.1K | 0.0% | Core | Medium | Columbus, OH | 2026-10-30 | |
| 382 | $33.2K | 0.0% | Core | Very High | Chicago, IL | 2026-11-04 | |
| 312 | $27.1K | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 | |
| 271 | $23.5K | 0.0% | Growth | Low | San Antonio, TX | 2026-10-28 | |
| 264 | $22.9K | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 | |
| 253 | $22.0K | 0.0% | Growth | High | Scottsdale, AZ | 2026-11-02 | |
| 242 | $21.0K | 0.0% | Agg Growth | Low | Tokyo, Mexico | 2026-10-22 | |
| 211 | $18 | 0.0% | Value | High | London, United Kingdom | 2026-10-30 | |
| 154 | $13.4K | 0.0% | Core | Very Low | Saint Louis, MO | 2026-10-27 | |
| 133 | $11.6K | 0.0% | Core | Low | Cleveland, OH | 2026-10-20 | |
| 124 | $10.8K | 0.0% | ETF | Low | Wayne, PA | 2026-11-04 | |
| 111 | $9.6K | 0.0% | Core | Very Low | Providence, RI | 2026-10-16 | |
| 110 | $9.6K | 0.0% | Index | Very Low | Tokyo, Mexico | 2026-11-05 | |
| 104 | $9.0K | 0.0% | Core | Low | Springfield, MA | 2026-10-05 | |
| 99 | $8.6K | 0.0% | ETF | Very Low | Gap, PA | 2026-11-04 | |
| 90 | $7.8K | 0.0% | Core | Low | Keene, NH | 2026-10-27 | |
| 89 | $7.7K | 0.0% | GARP | Very High | Reno, NV | 2026-10-09 | |
| 88 | $7.6K | 0.0% | Core | Low | Memphis, TN | 2026-10-26 | |
| 85 | $7.4K | 0.0% | ETF | Low | Walnut Creek, CA | 2026-10-07 | |
| 79 | $6.9K | 0.0% | ETF | Medium | Bloomington, MN | 2026-11-03 | |
| 63 | $5.5K | 0.0% | Core | Low | Pittston, PA | 2026-11-05 | |
| 63 | $5.5K | 0.0% | ETF | Low | Aventura, FL | 2026-10-15 | |
| 59 | $5.1K | 0.0% | ETF | Very Low | Lake Oswego, OR | 2026-10-15 | |
| 58 | $5.0K | 0.0% | ETF | Medium | Akron, OH | 2026-10-13 | |
| 55 | $4.8K | 0.0% | Index | Low | Greenwood Village, CO | 2026-10-20 | |
| 47 | $4.1K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 46 | $3.6K | 0.0% | Value | Low | Bayport, MN | 2026-11-05 | |
| 39 | $3.4K | 0.0% | ETF | Medium | Midvale, UT | 2026-10-20 | |
| 35 | $3.0K | 0.0% | ETF | Very Low | O'Fallon, IL | 2026-10-19 | |
| 35 | $3.0K | 0.0% | Core | Very Low | Lincoln, NE | 2026-10-22 | |
| 33 | $2.9K | 0.0% | Growth | Low | Carslbad, CA | 2026-10-15 | |
| 26 | $2.3K | 0.0% | Core | Medium | Orchard Park, NY | 2026-11-05 | |
| 23 | $2.0K | 0.0% | Core | Low | Jefferson City, MO | 2026-11-05 | |
| 22 | $1.9K | 0.0% | ETF | Low | Murray, UT | 2026-10-28 | |
| 21 | $1.8K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 20 | $1.7K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 17 | $1.5K | 0.0% | Core | Low | Toronto, Australia | 2026-10-16 | |
| 16 | $1.4K | 0.0% | ETF | Very Low | Hermitage, PA | 2026-11-03 | |
| 14 | $1.2K | 0.0% | Core | Low | Baltimore, MD | 2026-10-27 | |
| 13 | $1.1K | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 | |
| 13 | $1 | 0.0% | Core | Medium | Auburn, IN | 2026-10-02 | |
| 12 | $1.0K | 0.0% | Growth | Low | Salt Lake City, UT | 2026-10-21 | |
| 11 | $955 | 0.0% | Growth | N/A | Kansas City, MO | 2026-10-19 | |
| 10 | $869 | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 9 | $782 | 0.0% | Growth | Medium | Columbus, OH | 2026-10-29 | |
| 8 | $694 | 0.0% | ETF | Very Low | Boca Raton, FL | 2026-10-15 | |
| 8 | $695 | 0.0% | Core | Low | Manchester, VT | 2026-10-22 | |
| 7 | $600 | 0.0% | ETF | Low | Herndon, VA | 2026-10-30 | |
| 6 | $521 | 0.0% | ETF | Very Low | Tulsa, OK | 2026-11-05 | |
| 5 | $435 | 0.0% | ETF | Low | Beaver, PA | 2026-10-16 | |
| 3 | $261 | 0.0% | ETF | Low | Bethlehem, PA | 2026-10-23 | |
| 3 | $262 | 0.0% | Index | Low | Jackson, WY | 2026-10-28 | |
| 3 | $261 | 0.0% | ETF | Medium | Hunt Valley, MD | 2026-11-03 | |
| 2 | $174 | 0.0% | ETF | Very Low | East Dundee, IL | 2026-10-16 | |
| 2 | $174 | 0.0% | ETF | Low | Ketchum, ID | 2026-10-28 | |
| 1 | $87 | 0.0% | Agg Growth | High | Tokyo, Mexico | 2026-11-02 | |
| 1 | $93 | 0.0% | ETF | Low | Marshfield, WI | 2026-10-07 | |
| 1 | $89 | 0.0% | ETF | Very Low | Mesa, AZ | 2026-10-27 | |
| 1 | $87 | 0.0% | Core | Very Low | Denver, CO | 2026-10-15 |