FBP · First Bancorp · Shareholders & Ownership

$27.38 -0.04 (-0.15%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$4.19B

152.67M

Volume · Oct 26 2.16M Avg daily vol (3M) 1.39M

Every disclosed holder of FBP 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 FBP

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)	316	148,355,767	97.18%	Yes
Insiders (Forms 3, 4, 5)	21	3,764,683	2.47%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	547,818	0.36%	Rest
Registered funds (N-PORT, not summed)	370	89,653,569	58.72%	No

Shares outstanding: 152,668,268, 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 FBP

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	22,755,871	14.91%	-139,409	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	9,244,066	6.06%	-105,503	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,894,209	2.55%	+53,246	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	973,509	0.64%	+349,823	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	802,918	0.53%	+23,974	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	554,921	0.36%	-39,346	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,351,989	8.09%	-652,231	Jun 30, 2026	carried, not yet filed for the newest quarter
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	9,001,680	5.90%	+564,547	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,890,145	1.24%	+319,727	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.2	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	1,404,816	0.92%	-2,862	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	557,495	0.37%	-72,226	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	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	504,875	0.33%	+28,823	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	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	333,810	0.22%	-6,177	Jun 30, 2026	SPDR SERIES TRUST, not summed
4	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,922,500	5.19%	+29,271	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,330,998	0.87%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,110,263	0.73%	-148,054	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,079,855	0.71%	+139	Jul 31, 2026	Dimensional ETF Trust, not summed
4.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,005,986	0.66%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.5	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	575,552	0.38%	+6,680	Jul 31, 2026	Dimensional ETF Trust, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,953,275	4.55%	-22,506	Jun 30, 2026	carried, not yet filed for the newest quarter
6	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,039,458	3.96%	-3,627,468	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,039,457	3.96%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6.2	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	3,011,713	1.97%	+41,100	Jul 31, 2026	Fidelity Capital Trust, not summed
6.3	Fidelity Series Small Cap Opportunities Fund Fund S000015587 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	2,140,361	1.40%	-135,200	Jul 31, 2026	Fidelity Securities Fund, not summed
6.4	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,711,942	1.12%	+159,246	Jul 31, 2026	Fidelity Salem Street Trust, not summed
6.5	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	805,958	0.53%	-17,246	May 31, 2026	Fidelity Concord Street Trust, not summed
7	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,035,164	3.95%	-120,484	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	21,133	0.01%	+2,341	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
8	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,340,581	3.50%	+1,365,513	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	1,027,985	0.67%	+265,801	Jun 30, 2026	AB TRUST, not summed
8.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	309,360	0.20%	+75,165	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
8.3	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	272,535	0.18%	+12,773	Jun 30, 2026	AB CAP FUND, INC., not summed
8.4	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	195,660	0.13%	0	Jun 30, 2026	Bernstein Fund Inc, not summed
8.5	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	10,346	0.01%	+2,718	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,132,774	3.36%	+387,191	Jun 30, 2026	carried, not yet filed for the newest quarter
10	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,003,198	3.28%	+1,209,827	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	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	2,246,274	1.47%	0	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
10.2	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	523,631	0.34%	+176,415	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
10.3	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	363,659	0.24%	+127,088	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
10.4	T. Rowe Price Total Equity Market Index Fund Fund S000002091 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	38,184	0.03%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
10.5	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	36,988	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
11	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,941,179	3.24%	+78,891	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	336,274	0.22%	+15,456	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
11.2	First Trust/Dow Jones Dividend & Income Allocation Portfolio Fund S000036417 · Registered fund · Jun 30, 2026 First Trust Variable Insurance Trust, not summed	114,164	0.07%	-6,228	Jun 30, 2026	First Trust Variable Insurance Trust, not summed
11.3	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	66,923	0.04%	-30,584	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
11.4	First Trust Nasdaq Bank ETF Fund S000053942 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	64,026	0.04%	-14,579	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
11.5	First Trust SMID Capital Strength ETF Fund S000058147 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	25,191	0.02%	-2,708	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
12	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	4,933,433	3.23%	+394,724	May 31, 2026	American Century ETF Trust, not summed
13	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,923,029	3.22%	-42,110	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	4,266,183	2.79%	+96,987	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,549,245	2.32%	-60,735	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,332,105	2.18%	+670,410	Jun 30, 2026	carried, not yet filed for the newest quarter
17	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,294,478	2.16%	+1,404,878	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	129,700	0.09%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
18	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,422,265	1.59%	-501,473	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	2,260,232	1.48%	+88,869	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	306,473	0.20%	0	Jun 30, 2026	Northern Funds, not summed
19.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	78,961	0.05%	+6,957	Jun 30, 2026	Northern Funds, not summed
19.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	32,552	0.02%	+1,598	Jul 31, 2026	FlexShares Trust, not summed
19.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	18,758	0.01%	-534	Jun 30, 2026	Northern Funds, not summed
20	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,249,513	1.47%	+101,646	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	328	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
21	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,247,219	1.47%	-52,442	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	1,987,225	1.30%	-217,140	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
23	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,960,975	1.28%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
24	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,830,419	1.20%	+497,664	Jun 30, 2026	carried, not yet filed for the newest quarter
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,810,688	1.19%	+147,383	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	747,560	0.49%	-13,722	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	380,341	0.25%	+37,212	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	138,405	0.09%	—	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	95,407	0.06%	-475	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	92,420	0.06%	+1,437	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,758,907	1.15%	+25,510	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,728,218	1.13%	+30,693	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	5,851	0.00%	+317	Jul 31, 2026	BNY Mellon ETF Trust, not summed
28	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,555,996	1.02%	-74,782	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,538,998	1.01%	-275,963	Jun 30, 2026	carried, not yet filed for the newest quarter
30	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,351,558	0.89%	+272,009	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,276,192	0.84%	+323,339	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,238,207	0.81%	+55,430	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	369,365	0.24%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
32.2	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	256,600	0.17%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
32.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	206,727	0.14%	+22,377	Jul 31, 2026	TIAA-CREF Funds, not summed
32.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	161,187	0.11%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
32.5	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	150,948	0.10%	-5,738	Jul 31, 2026	NuShares ETF Trust, not summed
33	LORD, ABBETT & CO. LLC 13F CIK 728100 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,178,163	0.77%	-7,557	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Lord Abbett Value Opportunities Fund Fund S000007144 · Registered fund · Jul 31, 2026 LORD ABBETT SECURITIES TRUST, not summed	758,733	0.50%	-9,475	Jul 31, 2026	LORD ABBETT SECURITIES TRUST, not summed
33.2	Small-Cap Value Series Fund S000007001 · Registered fund · May 31, 2026 LORD ABBETT RESEARCH FUND INC, not summed	348,113	0.23%	-2,914	May 31, 2026	LORD ABBETT RESEARCH FUND INC, not summed
34	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,170,379	0.77%	-128,181	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	1,148,859	0.75%	+548,454	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
36	ALEMAN AURELIO Insider CIK 1180593 · Mar 21, 2026 Director, President and CEO, issuer-wide	1,130,475	0.74%	+45,625	Mar 21, 2026	Director, President and CEO, issuer-wide
37	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,115,402	0.73%	+8,549	Jun 30, 2026	carried, not yet filed for the newest quarter
38	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,036,699	0.68%	+15,479	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	290,137	0.19%	+27,975	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
38.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	113,183	0.07%	-9,110	Jul 31, 2026	Principal Funds, Inc, not summed
38.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	9,522	0.01%	+7,219	Jul 31, 2026	Principal Funds, Inc, not summed
38.4	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,145	0.00%	-4,196	Jul 31, 2026	Principal Funds, Inc, not summed
39	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,019,697	0.67%	+5,117	Jun 30, 2026	carried, not yet filed for the newest quarter
40	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	989,446	0.65%	+35,079	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	983,975	0.64%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
42	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	894,757	0.59%	-129,735	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	63,398	0.04%	-2,572	May 31, 2026	Goldman Sachs ETF Trust, not summed
42.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	13,409	0.01%	+368	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
43	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	836,653	0.55%	+160,541	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	452,432	0.30%	+160,177	Jun 30, 2026	Victory Portfolios II, not summed
43.2	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	154,178	0.10%	0	Jul 31, 2026	Victory Portfolios III, not summed
43.3	VictoryShares US Small Cap High Div Volatility Wtd ETF Fund S000049908 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	132,695	0.09%	-4,628	Jun 30, 2026	Victory Portfolios II, not summed
43.4	Victory Cornerstone Moderately Aggressive Fund Fund S000012926 · Registered fund · May 31, 2026 Victory Portfolios III, not summed	21,237	0.01%	0	May 31, 2026	Victory Portfolios III, not summed
43.5	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	17,445	0.01%	-69	Jul 31, 2026	Victory Portfolios III, not summed
44	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	828,813	0.54%	+715,700	Jun 30, 2026	carried, not yet filed for the newest quarter
45	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	747,809	0.49%	+13,613	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	DWS Small Cap Core Fund Fund S000005709 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	475,000	0.31%	0	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
45.2	DWS Small Mid Cap Value VIP Fund S000006269 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES II, not summed	72,190	0.05%	0	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES II, not summed
45.3	DWS Small Cap Index VIP Fund S000006223 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	24,271	0.02%	+2,310	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
46	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	690,607	0.45%	-255,821	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	665,652	0.44%	-37,616	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	621,915	0.41%	+12,281	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
49	HERENCIA ROBERTO R Insider CIK 1214993 · Sep 30, 2026 Director, issuer-wide	614,465	0.40%	+3,796	Sep 30, 2026	Director, issuer-wide
50	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	606,564	0.40%	+12,353	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Tax-Managed U.S. Mid & Small Cap Fund Fund S000001571 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	106,817	0.07%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
50.2	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	65,689	0.04%	+4,639	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
50.3	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	15,680	0.01%	0	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
50.4	Russell Investments U.S. Small Cap Equity ETF Fund S000089990 · Registered fund · Jun 30, 2026 Russell Investments Exchange Traded Funds, not summed	6,987	0.00%	+1,666	Jun 30, 2026	Russell Investments Exchange Traded Funds, not summed

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Key facts CIK 1057706 CUSIP 318672706 13F (30d) 56 filings 56 filers Visit website Investor relations