Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 479167108 since 12/18/2024, largest first.
| Filer | % of Class | Filed | ||
|---|---|---|---|---|
|
Johnson Financial Group, Inc.
13G/A
|
27.0% |
2/13/2026
Event 12/31/2025
|
||
| Johnson Financial Group, Inc. | 27.0% | |||
| Johnson Bank | 27.0% | |||
| BlackRock, Inc. 13G | 5.1% |
7/28/2026
Event 6/30/2026
|
||
| Under 5%, checked the "5 percent or less" box, or amended by a later filing (1) | ||||
| Dimensional Fund Advisors LP 13G/A | 4.7% |
10/9/2025
Event 9/30/2025
|
||
| Period | Filings | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 9 | 7.75 k | $342 k |
| 2026 Q2 | 139 | 6.68 M | $308 M |
| 2026 Q1 | 141 | 6.34 M | $295 M |
| 2025 Q4 | 138 | 6.88 M | $292 M |
| 2025 Q3 | 124 | 7.08 M | $286 M |
| 2025 Q2 | 122 | 7.20 M | $220 M |
| 2025 Q1 | 106 | 7.27 M | $194 M |
| 2024 Q4 | 120 | 7.16 M | $236 M |
| 2024 Q3 | 122 | 7.06 M | $248 M |
| 2024 Q2 | 124 | 7.04 M | $246 M |
| 2024 Q1 | 115 | 6.82 M | $308 M |
| 2023 Q4 | 120 | 6.56 M | $350 M |
| 2023 Q3 | 121 | 6.39 M | $375 M |
| 2023 Q2 | 126 | 6.22 M | $382 M |
| 2023 Q1 | 128 | 6.14 M | $387 M |
| 2022 Q4 | 128 | 6.27 M | $415 M |
| 2022 Q3 | 116 | 6.13 M | $316 M |
| 2022 Q2 | 121 | 6.50 M | $395 M |
| 2022 Q1 | 131 | 6.56 M | $507 M |
| 2021 Q4 | 141 | 6.46 M | $602 M |
| 2021 Q3 | 149 | 6.48 M | $676 M |
| 2021 Q2 | 149 | 6.54 M | $777 M |
| 2021 Q1 | 151 | 6.58 M | $915 M |
| 2020 Q4 | 141 | 7.25 M | $818 M |
| 2020 Q3 | 141 | 6.78 M | $532 M |
| 2020 Q2 | 140 | 6.87 M | $597 M |
| 2020 Q1 | 118 | 6.48 M | $405 M |
| 2019 Q4 | 138 | 6.51 M | $498 M |
| 2019 Q3 | 117 | 6.43 M | $375 M |
| 2019 Q2 | 119 | 6.37 M | $473 M |
| 2019 Q1 | 118 | 6.37 M | $452 M |
| 2018 Q4 | 126 | 6.34 M | $370 M |
| 2018 Q3 | 140 | 6.30 M | $581 M |
| 2018 Q2 | 121 | 6.37 M | $530 M |
| 2018 Q1 | 121 | 6.24 M | $385 M |
| 2017 Q4 | 116 | 6.28 M | $388 M |
| 2017 Q3 | 114 | 6.13 M | $446 M |
| 2017 Q2 | 93 | 5.95 M | $286 M |
| 2017 Q1 | 87 | 6.06 M | $222 M |
| 2016 Q4 | 96 | 6.02 M | $239 M |
| 2016 Q3 | 91 | 6.48 M | $236 M |
| 2016 Q2 | 73 | 6.21 M | $160 M |
| 2016 Q1 | 67 | 6.16 M | $137 M |
| 2015 Q4 | 59 | 6.14 M | $134 M |
| 2015 Q3 | 56 | 6.24 M | $132 M |
| 2015 Q2 | 59 | 6.29 M | $148 M |
| 2015 Q1 | 64 | 6.29 M | $208 M |
| 2014 Q4 | 66 | 6.23 M | $194 M |
| 2014 Q3 | 60 | 6.25 M | $162 M |
| 2014 Q2 | 65 | 6.17 M | $159 M |
| 2014 Q1 | 65 | 6.09 M | $155 M |