DCOM · Dime Commercial Bancshares, Inc. · Shareholders & Ownership

$40.54 -0.48 (-1.16%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.81B

44.16M

Volume · Oct 21 148.41K Avg daily vol (3M) 333.45K

Every disclosed holder of DCOM 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 DCOM

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

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	218	39,639,350	89.77%	Yes
Insiders (Forms 3, 4, 5)	18	1,496,419	3.39%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	3,020,826	6.84%	Rest
Registered funds (N-PORT, not summed)	270	19,421,825	43.98%	No

Shares outstanding: 44,156,595, the issuer's latest cover-page count restated onto today's split basis.

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 DCOM

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	6,197,711	14.04%	+138,420	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	2,472,194	5.60%	+24,820	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,069,151	2.42%	+82,927	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	353,232	0.80%	-46,084	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	312,911	0.71%	+30,687	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	138,103	0.31%	+37,560	Jun 30, 2026	iShares Trust, not summed
2	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,407,671	7.72%	-933,522	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,407,671	7.72%	-855,559	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,168,139	7.17%	+1,176,729	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	T. Rowe Price Investment Management, Inc. 13G CIK 1897612 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,168,139	7.17%	+1,176,729	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	BASSWOOD CAPITAL MANAGEMENT, L.L.C. Insider CIK 1085393 · Aug 13, 2026 Director, issuer-wide, not summed	2,556,347	5.79%	-102,341	Aug 13, 2026	Director, issuer-wide, not summed
4.1	BASSWOOD CAPITAL MANAGEMENT, L.L.C. 13F CIK 1085393 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,946,016	4.41%	-75,288	Jun 30, 2026	carried, not yet filed for the newest quarter
5	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,434,220	5.51%	+80,434	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	543,202	1.23%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	272,134	0.62%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	248,689	0.56%	+462	Jul 31, 2026	Dimensional ETF Trust, not summed
5.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	227,686	0.52%	+16,081	Jul 31, 2026	Dimensional ETF Trust, not summed
5.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	190,606	0.43%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,035,171	4.61%	+142,612	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	390,422	0.88%	+41,913	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	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	377,008	0.85%	+7,374	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	210,848	0.48%	-1,349	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	14,040	0.03%	-100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	6,868	0.02%	+120	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,844,783	4.18%	+432	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,331,260	3.01%	-11,783	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	SYSTEMATIC FINANCIAL MANAGEMENT LP 13F CIK 1085936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,188,704	2.69%	-21,779	Jun 30, 2026	carried, not yet filed for the newest quarter
10	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,049,275	2.38%	+451,066	Jun 30, 2026	carried, not yet filed for the newest quarter
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,046,067	2.37%	+19,528	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	842,900	1.91%	+44,109	Jun 30, 2026	carried, not yet filed for the newest quarter
13	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	769,058	1.74%	-11,672	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Brown Advisory Small-Cap Fundamental Value Fund Fund S000038484 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	392,080	0.89%	-6,925	Jun 30, 2026	Brown Advisory Funds, not summed
14	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	751,883	1.70%	+434,192	May 31, 2026	American Century ETF Trust, not summed
15	Penn Capital Management Company, LLC 13F CIK 1158202 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	562,511	1.27%	-46,977	Jun 30, 2026	carried, not yet filed for the newest quarter
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	539,651	1.22%	-8,964	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	195,197	0.44%	-3,052	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
16.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	115,922	0.26%	-15,441	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
16.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	99,289	0.22%	+11,782	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
16.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	30,698	0.07%	-314	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
16.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	25,092	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
17	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	529,760	1.20%	+12,723	Jun 30, 2026	carried, not yet filed for the newest quarter
18	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	520,000	1.18%	+520,000	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Loomis Sayles Small Cap Growth Fund Fund S000006705 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	281,450	0.64%	—	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
19	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	485,378	1.10%	-112,259	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	469,666	1.06%	+13,748	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	DEVINE MICHAEL P Insider CIK 1237107 · Apr 25, 2025 Director, issuer-wide	466,526	1.06%	-1,848	Apr 25, 2025	Director, issuer-wide
22	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	465,218	1.05%	-3,108	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Regional Bank Fund Fund S000000635 · Registered fund · Jul 31, 2026 John Hancock Investment Trust II, not summed	205,042	0.46%	0	Jul 31, 2026	John Hancock Investment Trust II, not summed
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	465,206	1.05%	+35,961	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	20,769	0.05%	+1,973	Jun 30, 2026	Northern Funds, not summed
23.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	7,450	0.02%	+366	Jul 31, 2026	FlexShares Trust, not summed
23.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,088	0.01%	-174	Jun 30, 2026	Northern Funds, not summed
24	ADAGE CAPITAL PARTNERS GP, L.L.C. 13F CIK 1165408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	430,007	0.97%	-215,073	Jun 30, 2026	carried, not yet filed for the newest quarter
25	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	427,867	0.97%	+21,971	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Royce Small-Cap Opportunity Fund Fund S000009512 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	196,518	0.45%	-2,082	Jun 30, 2026	ROYCE FUND, not summed
25.2	Royce Capital Fund - Small-Cap Portfolio Fund S000009497 · Registered fund · Jun 30, 2026 ROYCE CAPITAL FUND, not summed	6,614	0.02%	-6,267	Jun 30, 2026	ROYCE CAPITAL FUND, not summed
25.3	Royce Small-Cap Value Fund Fund S000009516 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	4,222	0.01%	-3,262	Jun 30, 2026	ROYCE FUND, not summed
26	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	406,061	0.92%	+27,136	Jun 30, 2026	carried, not yet filed for the newest quarter
27	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	379,814	0.86%	-12,930	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	94,600	0.21%	-13,000	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
28	NEW YORK STATE COMMON RETIREMENT FUND 13F CIK 810265 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	353,221	0.80%	-19,505	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	352,817	0.80%	+6,144	Jun 30, 2026	carried, not yet filed for the newest quarter
30	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	331,660	0.75%	+62,500	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	First Eagle Small Cap Opportunity Fund Fund S000072438 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	299,821	0.68%	+65,955	Jul 31, 2026	First Eagle Funds, not summed
31	Verition Fund Management LLC 13F CIK 1454027 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	323,314	0.73%	-162,381	Jun 30, 2026	carried, not yet filed for the newest quarter
32	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	319,780	0.72%	-11,275	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	14	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
33	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	312,580	0.71%	-4,909	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	112,112	0.25%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
34	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	292,655	0.66%	-9,779	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Tax-Managed U.S. Mid & Small Cap Fund Fund S000001571 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	56,911	0.13%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
34.2	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	37,644	0.09%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
34.3	Multi-Asset Strategy Fund Fund S000055522 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	15,725	0.04%	-31	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
34.4	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	8,979	0.02%	0	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
34.5	Multi-Strategy Income Fund Fund S000048356 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	6,886	0.02%	-14	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
35	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	276,022	0.63%	+10,475	Jun 30, 2026	carried, not yet filed for the newest quarter
36	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	274,927	0.62%	-13,451	Jun 30, 2026	carried, not yet filed for the newest quarter
37	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	256,787	0.58%	-5,208	Jun 30, 2026	carried, not yet filed for the newest quarter
38	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	253,453	0.57%	+187,597	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	First Trust Small Cap Growth AlphaDEX Fund Fund S000031806 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	127,080	0.29%	-11,034	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
38.2	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	64,380	0.15%	-17,732	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
38.3	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	11,513	0.03%	-1,363	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
39	MAHON KENNETH J Insider CIK 1237108 · Jan 1, 2026 Director, issuer-wide	244,365	0.55%	-22,515	Jan 1, 2026	Director, issuer-wide
40	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	242,164	0.55%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
41	CSM Advisors, LLC 13F CIK 1863523 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	238,951	0.54%	+12,461	Jun 30, 2026	carried, not yet filed for the newest quarter
42	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	236,932	0.54%	-91,857	Jun 30, 2026	carried, not yet filed for the newest quarter
43	John Hancock Financial Opportunities Fund Fund · Registered fund · Jun 30, 2026 John Hancock Financial Opportunities Fund, not summed	219,054	0.50%	—	Jun 30, 2026	John Hancock Financial Opportunities Fund, not summed
44	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	214,588	0.49%	-19,330	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	113,313	0.26%	-13,093	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
44.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	35,423	0.08%	-3,373	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
44.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	25,441	0.06%	+944	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
44.4	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	6,364	0.01%	+200	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
44.5	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	2,884	0.01%	-2,207	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
45	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	204,844	0.46%	+7,282	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
46	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	200,468	0.45%	+10,091	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	200,468	0.45%	+10,091	Jun 30, 2026	EA Series Trust, not summed
47	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	198,693	0.45%	+228	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	60,042	0.14%	+1,152	Jul 31, 2026	Principal Funds, Inc, not summed
47.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	30,225	0.07%	-1,838	Jul 31, 2026	Principal Funds, Inc, not summed
47.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	657	0.00%	+117	Jul 31, 2026	Principal Funds, Inc, not summed
48	Ulysses Management LLC 13F CIK 1510912 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	195,000	0.44%	-29,441	Jun 30, 2026	carried, not yet filed for the newest quarter
49	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	193,380	0.44%	-356,987	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	10,204	0.02%	+135	May 31, 2026	Goldman Sachs ETF Trust, not summed
49.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	3,577	0.01%	+1,776	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
50	Lubow Stuart H Insider CIK 1362674 · Sep 2, 2026 President & CEO, issuer-wide	191,003	0.43%	—	Sep 2, 2026	President & CEO, issuer-wide

37 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 846617 CUSIP 25432X102 13F (30d) 22 filings 22 filers Visit website Investor relations