EVTC · EVERTEC, Inc. · Shareholders & Ownership

$32.43 -0.90 (-2.70%) At close · Oct 23

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.94B

59.75M

Volume · Oct 23 363.56K Avg daily vol (3M) 432.65K

Every disclosed holder of EVTC 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 EVTC

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)	264	60,928,237	101.97%	Yes
Insiders (Forms 3, 4, 5)	19	1,499,573	2.51%	Yes
13D/G-only blocks	1	561	0.00%	Yes
Remaining	—	2,675,829	-4.48%	Negative
Registered funds (N-PORT, not summed)	260	35,432,397	59.30%	No

Shares outstanding: 59,752,542, 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 EVTC

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	9,161,745	15.33%	-137,822	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	3,713,246	6.21%	-126,943	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,603,807	2.68%	-7,720	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	576,656	0.97%	+50,922	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	553,217	0.93%	+1,988	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	116,785	0.20%	+14,634	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,798,971	14.73%	-458,175	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	2,440,956	4.09%	-3,277	Jul 31, 2026	Fidelity Puritan Trust, not summed
2.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	1,058,478	1.77%	-196,800	May 31, 2026	Fidelity Rutland Square Trust II, not summed
2.3	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	682,674	1.14%	+46,958	Jul 31, 2026	Fidelity Salem Street Trust, not summed
2.4	Fidelity Small Cap Discovery Fund Fund S000055370 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	572,313	0.96%	-340,700	Jul 31, 2026	Fidelity Concord Street Trust, not summed
2.5	Fidelity Series Small Cap Discovery Fund Fund S000055368 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	487,861	0.82%	-205,300	Jul 31, 2026	Fidelity Concord Street Trust, not summed
3	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,189,201	8.68%	+139,688	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Small Cap Value Fund Fund S000005781 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	2,670,000	4.47%	-149,992	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
3.2	Small Cap Dividend Fund Fund S000075489 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	111,361	0.19%	+5,409	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,961,258	6.63%	+5,639	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	2,765,581	4.63%	-90,497	Jun 30, 2026	carried, not yet filed for the newest quarter
6	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,713,930	4.54%	-346,815	Jun 30, 2026	carried, not yet filed for the newest quarter
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,604,668	4.36%	+102,313	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	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	566,325	0.95%	-11,218	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	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	357,774	0.60%	+20,273	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	28,045	0.05%	+7,069	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
7.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	22,500	0.04%	+200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.5	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	21,977	0.04%	+4,099	Jun 30, 2026	SPDR SERIES TRUST, not summed
8	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,059,589	3.45%	+224,644	Jun 30, 2026	carried, not yet filed for the newest quarter
9	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	1,975,154	3.31%	+220,100	Jun 30, 2026	Capitol Series Trust, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,946,973	3.26%	-81,128	Jun 30, 2026	VANGUARD INDEX 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	1,569,390	2.63%	+30,824	Jun 30, 2026	carried, not yet filed for the newest quarter
12	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,426,463	2.39%	-139,555	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	301,927	0.51%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	227,825	0.38%	+1,200	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	197,426	0.33%	-9,048	Jul 31, 2026	Dimensional ETF Trust, not summed
12.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	91,366	0.15%	-10,675	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	82,476	0.14%	+896	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,412,021	2.36%	-61,932	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	949,585	1.59%	+286,918	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	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	454,082	0.76%	0	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
14.2	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	13,431	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
14.3	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	9,420	0.02%	+1,647	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
15	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	895,204	1.50%	-44,138	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	HEARTLAND ADVISORS INC 13F CIK 937394 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	840,400	1.41%	+590,400	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Heartland Value Fund Fund S000003523 · Registered fund · Jun 30, 2026 HEARTLAND GROUP INC., not summed	750,000	1.26%	+500,000	Jun 30, 2026	HEARTLAND GROUP INC., not summed
17	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	830,620	1.39%	+251,637	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	514,684	0.86%	+162,750	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
17.2	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	95,513	0.16%	-6,333	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
17.3	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	82,886	0.14%	+12,500	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
17.4	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	110	0.00%	-3	Jun 30, 2026	Columbia ETF Trust I, not summed
18	NORTH STAR ASSET MANAGEMENT INC 13F CIK 1056559 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	809,545	1.35%	+3,758	Jun 30, 2026	carried, not yet filed for the newest quarter
19	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	793,795	1.33%	+10,296	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	31,614	0.05%	+2,205	Jun 30, 2026	Northern Funds, not summed
19.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	14,220	0.02%	+11,910	Jul 31, 2026	FlexShares Trust, not summed
19.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,971	0.01%	-199	Jun 30, 2026	Northern Funds, not summed
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	758,026	1.27%	-23,023	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	305,821	0.51%	-4,796	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	151,978	0.25%	+10,431	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.3	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	75,851	0.13%	-35,031	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.4	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	47,896	0.08%	—	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	38,426	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	708,230	1.19%	+546,642	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	12,017	0.02%	—	Jun 30, 2026	AQR Funds, not summed
22	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	708,150	1.19%	-6,665	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	Bridge Builder Small/Mid Cap Value Fund Fund S000048337 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	646,978	1.08%	+86,551	Jun 30, 2026	Bridge Builder Trust, not summed
24	LONE PEAK GLOBAL INVESTORS LLC 13F CIK 1730467 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	584,685	0.98%	+32,764	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	LONE PEAK VALUE FUND Fund S000052714 · Registered fund · Jun 30, 2026 World Funds Trust, not summed	137,100	0.23%	+6,900	Jun 30, 2026	World Funds Trust, not summed
25	Virtus KAR Small-Cap Value Fund Fund S000021181 · Registered fund · Jun 30, 2026 Virtus Equity Trust, not summed	576,827	0.97%	0	Jun 30, 2026	Virtus Equity Trust, not summed
26	Clark Capital Management Group, Inc. 13F CIK 1352187 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	562,394	0.94%	-33,952	Jun 30, 2026	carried, not yet filed for the newest quarter
27	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	472,642	0.79%	+124,620	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	464,865	0.78%	-15,033	Jun 30, 2026	carried, not yet filed for the newest quarter
29	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	462,835	0.77%	-182,148	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	88	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
30	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	457,153	0.77%	-275	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Schuessler Morgan M Insider CIK 1407607 · Mar 5, 2026 Director, issuer-wide	450,054	0.75%	+85,975	Mar 5, 2026	Director, issuer-wide
32	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	444,153	0.74%	-1,630	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	442,134	0.74%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
34	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	429,495	0.72%	+259,357	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
35	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	425,964	0.71%	-1,596	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	123,190	0.21%	+8,732	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
35.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	45,401	0.08%	-4,892	Jul 31, 2026	Principal Funds, Inc, not summed
35.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	5,426	0.01%	+1,338	Jul 31, 2026	Principal Funds, Inc, not summed
36	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	409,440	0.69%	-194,521	Jun 30, 2026	carried, not yet filed for the newest quarter
37	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	404,343	0.68%	+20,309	Jun 30, 2026	carried, not yet filed for the newest quarter
38	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	394,044	0.66%	-154,865	Jun 30, 2026	carried, not yet filed for the newest quarter
39	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	378,347	0.63%	-281,249	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	330,679	0.55%	+11,769	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
41	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	282,036	0.47%	-27,591	Jun 30, 2026	carried, not yet filed for the newest quarter
42	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	261,719	0.44%	+156,707	Jun 30, 2026	carried, not yet filed for the newest quarter
43	NATIXIS ADVISORS, LLC 13F CIK 1018331 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	259,516	0.43%	-143,689	Jun 30, 2026	carried, not yet filed for the newest quarter
44	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	256,887	0.43%	+21,979	Jun 30, 2026	carried, not yet filed for the newest quarter
45	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	239,885	0.40%	-26,658	Jun 30, 2026	carried, not yet filed for the newest quarter
46	JONES FINANCIAL COMPANIES LLLP 13F CIK 815917 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	224,658	0.38%	-128,040	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · May 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	221,257	0.37%	+2,283	May 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
48	NICHOLAS COMPANY, INC. 13F CIK 903949 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	215,090	0.36%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Nicholas Limited Edition, Inc. Fund S000009136 · Registered fund · Jul 31, 2026 Nicholas Limited Edition, Inc., not summed	213,210	0.36%	0	Jul 31, 2026	Nicholas Limited Edition, Inc., not summed
49	Dana Investment Advisors, Inc. 13F CIK 1427514 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	212,922	0.36%	+64,013	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	211,721	0.35%	-17,177	Jun 30, 2026	carried, not yet filed for the newest quarter

49 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 1559865 CUSIP 30040P103 13F (30d) 43 filings 43 filers Visit website Investor relations