CUSIP: G00894108 | Financial Services · Insurance Brokers | Mid Cap | 203 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 |
|---|---|---|---|---|---|
| 13GGlazer Capital, LLC | 5,969,101 | 5.0% | New 5%+ stake | Sep 23, 2026 | Not yet in a 13F |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 4,594,265 | $90.6M | 82.5% | Agg Growth | Very Low | Steamboat Springs, CO | 2026-10-23 | |
| 3,128,867 | $61.7M | 1.1% | ETF | Low | Charlotte, NC | 2026-10-22 | |
| 244,000 | $4.8M | 0.1% | Growth | Low | Tokyo, Mexico | 2026-10-26 | |
| 190,408 | $3.8M | 0.1% | Growth | Low | Boston, MA | 2026-10-27 | |
| 174,690 | $3.4M | 0.0% | Core | Low | New York, NY | 2026-11-05 | |
| 89,851 | $1.8M | 1.0% | Deep Value | Very High | Chicago, IL | 2026-10-27 | |
| 15,884 | $313.4K | 0.0% | Index | Very Low | Phoenix, AZ | 2026-11-03 | |
| 13,851 | $273.3K | 0.0% | Index | Low | Austin, TX | 2026-11-04 | |
| 12,971 | $255.9K | 0.0% | GARP | Very High | Chicago, IL | 2026-11-05 | |
| 11,997 | $236.7K | 0.0% | Core | Medium | New York, NY | 2026-11-04 | |
| 10,200 | $201.2K | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 10,163 | $200.5K | 0.0% | Growth | Medium | Carouge, Switzerland | 2026-11-03 | |
| 2,474 | $48.8K | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 | |
| 1,925 | $38.0K | 0.0% | GARP | Low | Phoenix, AZ | 2026-10-02 | |
| 1,885 | $37.2K | 0.0% | GARP | Medium | Charlotte, NC | 2026-10-22 | |
| 1,758 | $34.7K | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 | |
| 1,061 | $20.9K | 0.0% | Core | Very High | Chicago, IL | 2026-11-04 | |
| 731 | $14.4K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 | |
| 422 | $8.3K | 0.0% | ETF | Low | Hunt Valley, MD | 2026-10-23 | |
| 360 | $7.1K | 0.0% | Core | Low | Memphis, TN | 2026-10-26 | |
| 332 | $6.6K | 0.0% | Value | Medium | Rancho Santa Fe, CA | 2026-10-14 | |
| 323 | $6.4K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 188 | $3.7K | 0.0% | ETF | Medium | Scottsdale, AZ | 2026-10-14 | |
| 123 | $2.4K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 75 | $1.5K | 0.0% | Core | Very Low | Saint Louis, MO | 2026-10-27 | |
| 30 | $592 | 0.0% | ETF | Medium | Akron, OH | 2026-10-13 | |
| 14 | $276 | 0.0% | Agg Growth | Low | Dallas, TX | 2026-11-03 | |
| 14 | $276 | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 5 | $99 | 0.0% | ETF | Low | Herndon, VA | 2026-10-30 | |
| 1 | $20 | 0.0% | Agg Growth | Low | Tokyo, Mexico | 2026-10-22 | |
| 1 | $20 | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 |