FHI · Federated Hermes, Inc. · Shareholders & Ownership

$56.81 +0.74 (+1.32%)

Market Cap

$4.19B

74.66M

Volume · Oct 22 306.37K Avg daily vol (3M) 646.51K

Every disclosed holder of FHI 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 FHI

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)	399	66,604,460	89.21%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	8,055,821	10.79%	Rest
Registered funds (N-PORT, not summed)	277	33,773,310	45.24%	No

Shares outstanding: 74,660,281, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

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 FHI

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	6,043,914	8.10%	+119,758	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,480,353	3.32%	+33,562	Jun 30, 2026	iShares Trust, not summed
1.2	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	432,416	0.58%	-16,457	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	100,334	0.13%	+2,448	Jun 30, 2026	iShares Trust, not summed
1.4	iShares U.S. Small-Cap Equity Factor ETF Fund S000048624 · Registered fund · Jul 31, 2026 iShares Trust, not summed	91,631	0.12%	+7,940	Jul 31, 2026	iShares Trust, not summed
1.5	iShares Core S&P U.S. Growth ETF Fund S000004340 · Registered fund · Jun 30, 2026 iShares Trust, not summed	64,673	0.09%	+1,368	Jun 30, 2026	iShares Trust, not summed
2	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,663,900	6.25%	+78,435	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	2,088,241	2.80%	-2,804	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	586,447	0.79%	+13,653	May 31, 2026	Fidelity Rutland Square Trust II, not summed
2.3	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	431,538	0.58%	+4,328	May 31, 2026	Fidelity Rutland Square Trust II, not summed
2.4	Fidelity Low-Priced Stock K6 Fund Fund S000057291 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	395,057	0.53%	+10,204	Jul 31, 2026	Fidelity Puritan Trust, not summed
2.5	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	381,818	0.51%	-3,216	May 31, 2026	Fidelity Concord Street Trust, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,397,255	5.89%	-206,710	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Schneider Downs Wealth Management Advisors, LP 13F CIK 1665359 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,551,578	4.76%	+823,700	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	3,194,537	4.28%	-35,904	Jun 30, 2026	carried, not yet filed for the newest quarter
6	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,867,028	3.84%	-15,201	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	LSV Value Equity Fund Fund S000006448 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	117,800	0.16%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
6.2	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	75,800	0.10%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
6.3	LSV Disciplined Value ETF Fund S000089218 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	43,516	0.06%	-1	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
6.4	LSV U.S. Managed Volatility Fund Fund S000045798 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	4,300	0.01%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
7	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,670,077	3.58%	+22,351	Jun 30, 2026	carried, not yet filed for the newest quarter
8	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,646,942	3.55%	+142,809	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Schwab U.S. Dividend Equity ETF Fund S000034163 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,765,072	2.36%	-512,827	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
8.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	355,231	0.48%	-3,008	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
8.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	277,802	0.37%	-71,479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
8.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	75,505	0.10%	+1,663	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
8.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	44,205	0.06%	-348	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
9	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	2,550,317	3.42%	+24,500	Jun 30, 2026	Capitol Series Trust, not summed
10	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,523,070	3.38%	+299,115	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Invesco S&P MidCap Quality ETF Fund S000013108 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	597,332	0.80%	-29,409	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
10.2	Invesco S&P MidCap Momentum ETF Fund S000003056 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	565,151	0.76%	+70,016	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
10.3	Invesco Main Street Small Cap Fund Fund S000064650 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	319,679	0.43%	+32,110	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
10.4	Invesco V.I. Main Street Small Cap Fund Fund S000064664 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	177,950	0.24%	+26,335	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
10.5	Invesco S&P MidCap Low Volatility ETF Fund S000030966 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	166,922	0.22%	-8,171	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
11	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,460,945	3.30%	-122,502	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	183,485	0.25%	+3	Jun 30, 2026	AQR Funds, not summed
11.2	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	55,446	0.07%	0	Jun 30, 2026	AQR Funds, not summed
11.3	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	32,989	0.04%	+1,117	Jun 30, 2026	AQR Funds, not summed
11.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	19,888	0.03%	-1,506	Jun 30, 2026	AQR Funds, not summed
11.5	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	1,289	0.00%	0	Jun 30, 2026	AQR Funds, not summed
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,288,952	3.07%	-38,846	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,265,174	3.03%	+16,974	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	443,904	0.59%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	267,416	0.36%	+8,129	Jul 31, 2026	Dimensional ETF Trust, not summed
13.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	239,434	0.32%	+1,449	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	223,422	0.30%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	182,013	0.24%	+2,011	Jul 31, 2026	Dimensional ETF Trust, not summed
14	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,852,289	2.48%	+48,771	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	366,568	0.49%	+5,193	Jun 30, 2026	SPDR SERIES TRUST, not summed
14.2	State Street(R) SPDR(R) S&P(R) Capital Markets ETF Fund S000006978 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	116,617	0.16%	-954	Jun 30, 2026	SPDR SERIES TRUST, not summed
14.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	112,020	0.15%	-498	Jun 30, 2026	SPDR SERIES TRUST, not summed
14.4	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	18,404	0.02%	+200	Jun 30, 2026	SPDR SERIES TRUST, not summed
14.5	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	14,785	0.02%	-1,332	Jun 30, 2026	SPDR SERIES TRUST, not summed
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,692,774	2.27%	+67,526	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,654,274	2.22%	-44,010	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,534,938	2.06%	+54,047	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	565,001	0.76%	-39,812	Jun 30, 2026	PIMCO Equity Series, not summed
17.2	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	1,690	0.00%	+222	Jun 30, 2026	PIMCO Equity Series, not summed
18	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,198,348	1.61%	+581,750	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	First Trust Value Line Dividend Index Fund Fund S000013817 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	522,034	0.70%	—	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
18.2	First Trust Mid Cap Growth AlphaDEX Fund Fund S000031804 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	49,865	0.07%	-10,589	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
18.3	First Trust/Dow Jones Dividend & Income Allocation Portfolio Fund S000036417 · Registered fund · Jun 30, 2026 First Trust Variable Insurance Trust, not summed	42,999	0.06%	-4,932	Jun 30, 2026	First Trust Variable Insurance Trust, not summed
18.4	First Trust Active Factor Mid Cap ETF Fund S000066789 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	37,933	0.05%	+8,040	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
18.5	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	37,307	0.05%	-26,866	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
19	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,174,179	1.57%	+359,955	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,151,144	1.54%	-135,672	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Victory Sycamore Small Company Opportunity Fund Fund S000000800 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	775,000	1.04%	-45,000	Jun 30, 2026	Victory Portfolios, not summed
20.2	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	157,675	0.21%	+4,956	Jun 30, 2026	Victory Portfolios II, not summed
20.3	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	8,358	0.01%	+54	Jul 31, 2026	Victory Portfolios III, not summed
21	DONAHUE THOMAS R Insider CIK 1061438 · May 18, 2026 Director, VP, CFO & Treasurer, issuer-wide, not summed	1,076,436	1.44%	-31,200	May 18, 2026	Director, VP, CFO & Treasurer, issuer-wide, not summed
22	Woodline Partners LP 13F CIK 1784547 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,070,489	1.43%	+312,923	Jun 30, 2026	carried, not yet filed for the newest quarter
23	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,047,576	1.40%	-34,004	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	982,725	1.32%	+950,943	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	903,514	1.21%	-97,309	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
26	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	879,173	1.18%	+366,037	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	8,650	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
26.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	8,411	0.01%	+2,698	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
27	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	869,406	1.16%	+126,578	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	160	0.00%	+118	Jul 31, 2026	E Trade Trust, not summed
28	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	829,603	1.11%	+5,118	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	617,795	0.83%	-36,583	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	2,742	0.00%	+42	Jul 31, 2026	BNY Mellon ETF Trust, not summed
30	JUPITER ASSET MANAGEMENT LTD 13F CIK 1215838 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	582,453	0.78%	-4,253	Jun 30, 2026	carried, not yet filed for the newest quarter
31	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	557,233	0.75%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
31.1	SPROTT FOCUS TRUST INC. Fund · Registered fund · Jun 30, 2026 SPROTT FOCUS TRUST INC., not summed	250,000	0.33%	—	Jun 30, 2026	SPROTT FOCUS TRUST INC., not summed
32	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	545,421	0.73%	+32,751	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	88,972	0.12%	-9,502	Jun 30, 2026	AB CAP FUND, INC., not summed
32.2	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	63,410	0.08%	0	Jun 30, 2026	Bernstein Fund Inc, not summed
33	FISHER JOHN B Insider CIK 1061439 · Nov 19, 2025 Director, Vice President, issuer-wide, not summed	534,197	0.72%	+10,362	Nov 19, 2025	Director, Vice President, issuer-wide, not summed
34	SPROTT INC. 13F CIK 1512920 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	513,885	0.69%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
35	DONAHUE J CHRISTOPHER Insider CIK 918972 · Mar 5, 2026 Director, Chairman, President & CEO, issuer-wide, not summed	479,192	0.64%	+34,904	Mar 5, 2026	Director, Chairman, President & CEO, issuer-wide, not summed
36	Kestra Advisory Services, LLC 13F CIK 1830819 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	472,377	0.63%	-13,350	Jun 30, 2026	carried, not yet filed for the newest quarter
37	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	460,623	0.62%	+24,726	Jun 30, 2026	carried, not yet filed for the newest quarter
38	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	451,025	0.60%	-18,383	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	47,098	0.06%	+764	Jun 30, 2026	Northern Funds, not summed
38.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	15,010	0.02%	+732	Jul 31, 2026	FlexShares Trust, not summed
39	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	448,455	0.60%	-1,831	Jun 30, 2026	carried, not yet filed for the newest quarter
40	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	438,986	0.59%	-38,790	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	52,785	0.07%	-1,709	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
41	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	419,106	0.56%	+11,835	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
42	Vestcor Inc 13F CIK 1536925 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	397,871	0.53%	-54,175	Jun 30, 2026	carried, not yet filed for the newest quarter
43	HighTower Advisors, LLC 13F CIK 1462245 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	376,842	0.50%	-28,682	Jun 30, 2026	carried, not yet filed for the newest quarter
44	FOUNDATION RESOURCE MANAGEMENT INC 13F CIK 1179232 · Registered investment adviser · Sep 30, 2026	366,204	0.49%	-13,913	Sep 30, 2026
45	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	329,300	0.44%	+33,200	Jun 30, 2026	carried, not yet filed for the newest quarter
46	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	304,719	0.41%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Royce Small-Cap Special Equity Fund Fund S000009513 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	301,000	0.40%	0	Jun 30, 2026	ROYCE FUND, not summed
47	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	302,296	0.40%	-86,189	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Uhlman Paul A Insider CIK 1676267 · Jun 16, 2026 Vice President, issuer-wide, not summed	296,821	0.40%	-6,145	Jun 16, 2026	Vice President, issuer-wide, not summed
49	ALPS ADVISORS INC 13F CIK 1376113 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	273,295	0.37%	+7,957	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	ALPS \| OShares U.S. Small-Cap Quality Dividend ETF Fund S000075798 · Registered fund · May 31, 2026 ALPS ETF TRUST, not summed	249,129	0.33%	-13,751	May 31, 2026	ALPS ETF TRUST, not summed
49.2	Barrons 400 ETF Fund S000040588 · Registered fund · May 31, 2026 ALPS ETF TRUST, not summed	8,639	0.01%	-451	May 31, 2026	ALPS ETF TRUST, not summed
50	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	255,507	0.34%	-81,754	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1056288 CUSIP 314211103 13F (30d) 63 filings 62 filers Visit website Investor relations