CSW · Csw Industrials, Inc. · Shareholders & Ownership

$295.82 +1.13 (+0.38%) At close · Oct 23

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$4.82B

16.29M

Volume · Oct 23 158.31K Avg daily vol (3M) 132.63K

Every disclosed holder of CSW 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 CSW

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	360	16,278,510	99.91%	Yes
Insiders (Forms 3, 4, 5)	15	221,594	1.36%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	206,617	-1.27%	Negative
Registered funds (N-PORT, not summed)	335	8,933,490	54.83%	No

Shares outstanding: 16,293,487, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

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 CSW

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	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,466,624	15.14%	+76,187	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	992,253	6.09%	+3,216	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	420,345	2.58%	+29,561	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	149,983	0.92%	+19,652	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	85,942	0.53%	+3,524	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	59,464	0.37%	-8,070	Jun 30, 2026	iShares Trust, not summed
2	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	915,680	5.62%	-30,046	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	888,596	5.45%	-9,060	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	746,545	4.58%	+30,496	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	736,304	4.52%	+3,751	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	674,775	4.14%	+33,679	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	150,791	0.93%	+1,700	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	53,589	0.33%	+3,195	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	35,862	0.22%	-103	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	23,728	0.15%	+882	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
6.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	5,651	0.03%	+80	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	596,128	3.66%	-96,908	Sep 30, 2026
7.1	Wasatch Core Growth Fund Fund S000000877 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	203,851	1.25%	-72,881	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
7.2	Wasatch Small Cap Value Fund Fund S000000878 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	87,608	0.54%	-12,185	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
7.3	Wasatch Global Opportunities Fund Fund S000022592 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	7,328	0.05%	-143	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
8	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	573,678	3.52%	-21,770	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	15	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	517,764	3.18%	-1,643	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	Conestoga Capital Advisors, LLC 13F CIK 1163744 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	471,727	2.90%	-106,707	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	CONESTOGA SMALL CAP FUND Fund S000004756 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	207,000	1.27%	-54,325	Jun 30, 2026	Conestoga Funds, not summed
10.2	CONESTOGA SMID CAP FUND Fund S000043859 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	55,200	0.34%	-3,730	Jun 30, 2026	Conestoga Funds, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	411,565	2.53%	+22,452	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	374,405	2.30%	-5,356	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	369,466	2.27%	-2,397	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Neuberger Genesis Fund Fund S000007841 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	216,847	1.33%	-15,824	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
14	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	348,300	2.14%	-27,133	Jun 30, 2026	carried, not yet filed for the newest quarter
15	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	317,165	1.95%	+10,815	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	74,746	0.46%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	51,572	0.32%	+2,205	Jul 31, 2026	Dimensional ETF Trust, not summed
15.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	26,118	0.16%	+2,836	Jul 31, 2026	Dimensional ETF Trust, not summed
15.4	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	22,046	0.14%	+67	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	21,221	0.13%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	301,580	1.85%	+1,074	Sep 30, 2026
16.1	Congress Small Cap Growth Fund Fund S000058028 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	160,000	0.98%	0	Jul 31, 2026	Professionally Managed Portfolios, not summed
17	Channing Capital Management, LLC 13F CIK 1302404 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	299,374	1.84%	-5,984	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	CHANNING INTRINSIC VALUE SMALL-CAP FUND Fund S000071821 · Registered fund · Jul 31, 2026 Valued Advisers Trust, not summed	777	0.00%	-79	Jul 31, 2026	Valued Advisers Trust, not summed
18	FIRST MANHATTAN CO. LLC. 13F CIK 728083 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	270,170	1.66%	+403	Jun 30, 2026	carried, not yet filed for the newest quarter
19	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	266,240	1.63%	-171,222	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	First Trust Mid Cap Growth AlphaDEX Fund Fund S000031804 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	6,596	0.04%	-1,298	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
19.2	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	3,702	0.02%	+219	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
19.3	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	1,979	0.01%	-193	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
19.4	First Trust Multi-Manager Small Cap Opportunities ETF Fund S000073489 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	408	0.00%	—	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
20	First Trust RBA American Industrial Renaissance ETF Fund S000044209 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	244,414	1.50%	-97,869	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
21	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	233,959	1.44%	-28,827	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	215,491	1.32%	+3,126	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	205,664	1.26%	+1,844	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	8,211	0.05%	+843	Jun 30, 2026	Northern Funds, not summed
23.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	1,675	0.01%	-48	Jun 30, 2026	Northern Funds, not summed
23.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	486	0.00%	+24	Jul 31, 2026	FlexShares Trust, not summed
24	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	201,907	1.24%	+5,159	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Goldman Sachs Small/Mid Cap Growth Fund Fund S000009322 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	69,862	0.43%	+16,538	May 31, 2026	Goldman Sachs Trust, not summed
24.2	Goldman Sachs Small Cap Growth Fund Fund S000061413 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	20,362	0.13%	+575	May 31, 2026	Goldman Sachs Trust, not summed
24.3	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	3,852	0.02%	+774	Jul 31, 2026	Goldman Sachs Trust II, not summed
24.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	3,551	0.02%	-323	May 31, 2026	Goldman Sachs ETF Trust, not summed
24.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	126	0.00%	-57	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
25	CI INVESTMENTS INC. 13F CIK 1163648 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	200,343	1.23%	+155,131	Jun 30, 2026	carried, not yet filed for the newest quarter
26	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	191,870	1.18%	+18,691	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	189,000	1.16%	+5,139	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	181,277	1.11%	-2,903	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	THRIVENT SMALL CAP STOCK FUND Fund S000001358 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	105,318	0.65%	-1,326	Jul 31, 2026	Thrivent Mutual Funds, not summed
28.2	THRIVENT SMALL CAP STOCK PORTFOLIO Fund S000001445 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	34,561	0.21%	+134	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
28.3	THRIVENT SMALL CAP INDEX PORTFOLIO Fund S000001446 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	10,815	0.07%	-178	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
28.4	THRIVENT AGGRESSIVE ALLOCATION FUND Fund S000000700 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	5,855	0.04%	+183	Jul 31, 2026	Thrivent Mutual Funds, not summed
28.5	THRIVENT SMALL CAP GROWTH PORTFOLIO Fund S000061813 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	4,337	0.03%	-185	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
29	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	180,593	1.11%	+5,064	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	79,167	0.49%	-1,878	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	39,457	0.24%	+4,441	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	17,011	0.10%	+86	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	10,115	0.06%	+500	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	9,640	0.06%	-400	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30	Select Equity Group, L.P. 13F CIK 1592643 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	171,599	1.05%	+58,148	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	164,743	1.01%	-25,303	Jun 30, 2026	carried, not yet filed for the newest quarter
32	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	159,832	0.98%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Calvert Small Cap Fund Fund S000008714 · Registered fund · Jun 30, 2026 Calvert Impact Fund, Inc., not summed	156,556	0.96%	-29,485	Jun 30, 2026	Calvert Impact Fund, Inc., not summed
34	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	140,531	0.86%	+10,474	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Global X U.S. Infrastructure Development ETF Fund S000056509 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	122,403	0.75%	+7,872	May 31, 2026	GLOBAL X FUNDS, not summed
34.2	Global X Russell 2000 ETF Fund S000085029 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	7,778	0.05%	+826	Jul 31, 2026	GLOBAL X FUNDS, not summed
35	Champlain Investment Partners, LLC 13F CIK 1315478 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	138,500	0.85%	-24,221	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Champlain Small Company Fund Fund S000005803 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE FUND II, not summed	56,000	0.34%	-20,000	Jun 30, 2026	ADVISORS' INNER CIRCLE FUND II, not summed
36	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	131,709	0.81%	+32,486	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	130,684	0.80%	-557	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Allspring Special Small Cap Value Fund Fund S000029108 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	59,764	0.37%	+400	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
37.2	Allspring Small Company Growth Fund Fund S000007361 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	13,985	0.09%	-914	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
37.3	Allspring Special Global Small Cap Fund Fund S000029113 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	6,756	0.04%	-230	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
38	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	118,749	0.73%	-22,365	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	T. Rowe Price Small-Cap Stock Fund, Inc. Fund S000002120 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed	103,488	0.64%	-12,962	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
38.2	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	76,970	0.47%	-19,880	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
38.3	T. Rowe Price Institutional Small-Cap Stock Fund Fund S000002094 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	56,759	0.35%	-6,911	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
38.4	T. Rowe Price Spectrum Moderate Growth Allocation Fund Fund S000002138 · Registered fund · May 31, 2026 T. ROWE PRICE SPECTRUM FUNDS II, INC., not summed	3,369	0.02%	-814	May 31, 2026	T. ROWE PRICE SPECTRUM FUNDS II, INC., not summed
38.5	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	2,448	0.02%	+535	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
39	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	118,015	0.72%	+3,367	Jun 30, 2026	carried, not yet filed for the newest quarter
40	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	107,320	0.66%	-12,406	Jun 30, 2026	carried, not yet filed for the newest quarter
41	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	107,110	0.66%	-12,633	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	100,307	0.62%	+2,370	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	600	0.00%	+2	Jul 31, 2026	BNY Mellon ETF Trust, not summed
43	Janus Henderson Venture Fund Fund S000010488 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	99,181	0.61%	+23,636	Jun 30, 2026	Janus Investment Fund, not summed
44	DF DENT & CO INC 13F CIK 934999 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	97,020	0.60%	+458	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	DF DENT SMALL CAP GROWTH FUND Fund S000037552 · Registered fund · Jun 30, 2026 FORUM FUNDS, not summed	14,748	0.09%	-271	Jun 30, 2026	FORUM FUNDS, not summed
45	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	96,402	0.59%	-6,841	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Loomis Sayles Small Cap Growth Fund Fund S000006705 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	52,163	0.32%	-5,575	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
46	SOUTHERNSUN ASSET MANAGEMENT, LLC 13F CIK 1089755 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	94,698	0.58%	+6,362	Jun 30, 2026	carried, not yet filed for the newest quarter
47	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	94,278	0.58%	+12,675	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	2,500	0.02%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
47.2	New Covenant Growth Fund Fund S000024941 · Registered fund · Jun 30, 2026 NEW COVENANT FUNDS, not summed	116	0.00%	0	Jun 30, 2026	NEW COVENANT FUNDS, not summed
48	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	89,286	0.55%	+2,361	Jun 30, 2026	carried, not yet filed for the newest quarter
49	MetLife Investment Management, LLC 13F CIK 1529735 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	83,664	0.51%	+74,970	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	MetLife Small Company Equity Fund Fund S000063587 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	402	0.00%	—	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
50	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	82,964	0.51%	-25,400	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed

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Key facts CIK 1624794 CUSIP 126402106 13F (30d) 67 filings 65 filers Visit website Investor relations