Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 91823B109 since 12/18/2024, largest first.
| Filer | % of Class | Filed | ||
|---|---|---|---|---|
|
SFS Holding Corp.
13D/A
|
79.4% |
8/10/2026
Event 8/5/2026
|
||
| Mat Ishbia | 79.4% | |||
| SFS Holding Corp. | 78.7% | |||
| SFS Capital Group, LLC | 8.1% | |||
|
FMR LLC
13G/A
|
9.0% |
5/6/2026
Event 3/31/2026
|
||
| FMR LLC | 9.0% | |||
| Abigail P. Johnson | 9.0% | |||
|
Carlson Lynne M.
13G
|
7.2% |
3/18/2025
Event 3/17/2025
|
||
| The Davis Trust #3 dated 6/23/97 | 7.2% | |||
| Glenn Carlson | 7.2% | |||
| Lynne Carlson | 7.2% | |||
| OCO Capital GP LLC 13G | 6.4% |
9/29/2026
Event 9/24/2026
|
||
|
Goldman Sachs Group Inc
13G
|
5.1% |
8/10/2026
Event 6/30/2026
|
||
| The Goldman Sachs Group, Inc. | 5.1% | |||
| Goldman Sachs & Co. LLC | 5.1% | |||
| Under 5%, checked the "5 percent or less" box, or amended by a later filing (8) | ||||
| Brandes Investment Partners, LP 13G/A | 4.8% |
11/13/2025
Event 9/30/2025
|
||
| Norges Bank 13G/A | 4.1% |
8/12/2026
Event 6/30/2026
|
||
| BlackRock, Inc. 13G/A | 3.5% |
2/5/2025
Event 12/31/2024
|
||
|
Citadel Advisors LLC
13G/A
|
2.8% |
8/14/2025
Event 6/30/2025
|
||
| Citadel Advisors LLC | 1.6% | |||
| Citadel Advisors Holdings LP | 1.6% | |||
| Citadel GP LLC | 1.6% | |||
| Citadel Securities LLC | 0.5% | |||
| Citadel Securities Group LP | 1.2% | |||
| Citadel Securities GP LLC | 1.2% | |||
| Kenneth Griffin | 2.8% | |||
|
Platinum Equity, LLC
13G/A
|
2.7% |
11/13/2025
Event 9/30/2025
|
||
| Platinum Equity, LLC | 2.7% | |||
| Tom Gores | 2.7% | |||
|
Integrated Core Strategies (US) LLC
13G/A
|
2.5% |
8/1/2025
Event 6/30/2025
|
||
| Integrated Core Strategies (US) LLC | 0.8% | |||
| Millennium Management LLC | 2.5% | |||
| Millennium Group Management LLC | 2.5% | |||
| Israel A. Englander | 2.5% | |||
| Garvin Family Sports, L.L.C. 13G/A | 0.4% |
4/4/2025
Event 4/3/2025
|
||
| Vanguard Group Inc 13G/A | 0% |
3/27/2026
Event 3/13/2026
|
||
| Period | Filings | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 7 | 212 k | $244 k |
| 2026 Q2 | 317 | 275 M | $959 M |
| 2026 Q1 | 312 | 208 M | $751 M |
| 2025 Q4 | 324 | 217 M | $949 M |
| 2025 Q3 | 281 | 174 M | $1.06 B |
| 2025 Q2 | 250 | 138 M | $569 M |
| 2025 Q1 | 257 | 120 M | $656 M |
| 2024 Q4 | 245 | 85.9 M | $504 M |
| 2024 Q3 | 241 | 73.0 M | $629 M |
| 2024 Q2 | 209 | 54.4 M | $377 M |
| 2024 Q1 | 202 | 51.1 M | $372 M |
| 2023 Q4 | 206 | 49.0 M | $350 M |
| 2023 Q3 | 184 | 42.9 M | $208 M |
| 2023 Q2 | 173 | 41.8 M | $234 M |
| 2023 Q1 | 172 | 40.0 M | $196 M |
| 2022 Q4 | 169 | 37.5 M | $125 M |
| 2022 Q3 | 149 | 35.1 M | $103 M |
| 2022 Q2 | 159 | 35.3 M | $125 M |
| 2022 Q1 | 164 | 41.3 M | $188 M |
| 2021 Q4 | 185 | 32.0 M | $190 M |
| 2021 Q3 | 163 | 27.0 M | $188 M |
| 2021 Q2 | 174 | 27.1 M | $229 M |
| 2021 Q1 | 122 | 24.4 M | $193 M |
| 2020 Q4 | 4 | 583 k | $7.65 M |
| 2020 Q3 | 1 | 500 | $4.00 k |
| 2020 Q2 | 1 | 500 | $4.00 k |
| 2020 Q1 | 2 | 4.50 k | $36.0 k |
| 2019 Q4 | 1 | 500 | $4.00 k |
| 2019 Q3 | 1 | 500 | $4.00 k |
| 2019 Q2 | 1 | 500 | $4.00 k |
| 2019 Q1 | 1 | 500 | $4.00 k |