FIBK · First Interstate Bancsystem Inc · Shareholders & Ownership

$36.78 -0.10 (-0.27%) At close · Oct 23

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.51B

95.30M

Volume · Oct 23 1.59M Avg daily vol (3M) 1.14M

Every disclosed holder of FIBK 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 FIBK

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)	303	90,744,036	95.21%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	1	4,400,668	4.62%	Yes
Remaining	—	159,903	0.17%	Rest
Registered funds (N-PORT, not summed)	309	47,506,329	49.85%	No

Shares outstanding: 95,304,607, 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 FIBK

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	13,732,702	14.41%	+253,215	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	5,092,127	5.34%	-189,022	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,388,064	2.51%	+224,044	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	859,271	0.90%	+109,999	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	727,597	0.76%	-131,019	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	168,630	0.18%	+28,420	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,250,817	6.56%	+359,546	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	STATE STREET CORP 13G CIK 93751 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,250,817	6.56%	+768,572	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,654,182	1.74%	+160,500	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.3	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	777,826	0.82%	-17,733	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.4	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	439,469	0.46%	-21,189	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.5	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	381,101	0.40%	+3,567	Jun 30, 2026	SPDR SERIES TRUST, not summed
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,783,231	6.07%	+152,442	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,332,439	1.40%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	715,065	0.75%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	611,464	0.64%	-373	Jul 31, 2026	Dimensional ETF Trust, not summed
3.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	547,764	0.57%	+14,507	Jul 31, 2026	Dimensional ETF Trust, not summed
3.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	448,978	0.47%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP 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	5,506,456	5.78%	+15,918	Jun 30, 2026	carried, not yet filed for the newest quarter
5	First Interstate Bank 13F CIK 1125727 · Unknown · Sep 30, 2026	4,591,104	4.82%	-23,328	Sep 30, 2026
6	HoldCo Asset Management, LP 13F CIK 1724246 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,950,107	4.14%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
7	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,768,343	3.95%	-114,094	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,738,371	3.92%	-117,443	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Scott Jeremy Insider CIK 1803925 · Jun 1, 2026 Director, 10% Owner, issuer-wide, not summed	3,518,192	3.69%	-235,111	Jun 1, 2026	Director, 10% Owner, issuer-wide, not summed
10	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	3,423,864	3.59%	-13,102	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,624,577	2.75%	-99,591	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,463,971	2.59%	-1,413,225	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,012,641	1.06%	+150,972	Jul 31, 2026	Fidelity Salem Street Trust, not summed
12.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	534,280	0.56%	-41,900	May 31, 2026	Fidelity Rutland Square Trust II, not summed
12.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	461,703	0.48%	-4,412	May 31, 2026	Fidelity Concord Street Trust, not summed
12.4	Select Banking Portfolio Fund S000007475 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	388,234	0.41%	-19,700	May 31, 2026	Fidelity Select Portfolios, not summed
12.5	Fidelity Series Small Cap Core Fund Fund S000077859 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	254,707	0.27%	-30,200	Jul 31, 2026	Fidelity Concord Street Trust, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,387,561	2.51%	+169,242	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,341,826	2.46%	+51,254	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,149,403	2.26%	+62,480	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	313,400	0.33%	-19,100	Jun 30, 2026	Victory Portfolios, not summed
15.2	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	257,186	0.27%	+42,042	Jun 30, 2026	Victory Portfolios II, not summed
15.3	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	206,726	0.22%	+41,705	Jun 30, 2026	Victory Portfolios II, not summed
15.4	Victory Integrity Small/Mid-Cap Value Fund Fund S000046398 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	82,557	0.09%	-2,318	Jun 30, 2026	Victory Portfolios, not summed
15.5	VictoryShares US Small Cap High Div Volatility Wtd ETF Fund S000049908 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	68,377	0.07%	-2,417	Jun 30, 2026	Victory Portfolios II, not summed
16	SCOTT JAMES R Insider CIK 1198533 · Oct 5, 2026 10% Owner, issuer-wide, not summed	2,038,296	2.14%	-493,674	Oct 5, 2026	10% Owner, issuer-wide, not summed
16.1	Shareholders affiliated with James R. Scott 13D CIK 1198533 · Unknown · May 23, 2024	4,400,668	4.62%	0	May 23, 2024
17	Scott James R. Jr Insider CIK 1675872 · Jun 1, 2026 Director, 10% Owner, issuer-wide, not summed	2,033,112	2.13%	+2,247	Jun 1, 2026	Director, 10% Owner, issuer-wide, not summed
18	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,018,138	2.12%	+315,060	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	1,307,888	1.37%	-85,856	May 29, 2026	Delaware Group Equity Funds V, not summed
19	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,893,660	1.99%	-87,526	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,639,233	1.72%	+125,083	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	62	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
21	HEYNEMAN JOHN M JR Insider CIK 1198518 · Jun 1, 2026 Director, 10% Owner, issuer-wide, not summed	1,499,743	1.57%	+2,247	Jun 1, 2026	Director, 10% Owner, issuer-wide, not summed
22	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,462,281	1.53%	-315,813	Jun 30, 2026	carried, not yet filed for the newest quarter
23	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,427,500	1.50%	-453,746	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Franklin Small Cap Value Fund Fund S000007356 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	689,070	0.72%	-399,375	Jul 31, 2026	Franklin Value Investors Trust, not summed
23.2	Franklin Small Cap Value VIP Fund Fund S000007315 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	241,385	0.25%	-86,903	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
23.3	Franklin Mutual Small-Mid Cap Value Fund Fund S000007354 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	49,898	0.05%	-9,665	Jul 31, 2026	Franklin Value Investors Trust, not summed
23.4	Franklin U.S. Small Cap Multifactor Index ETF Fund S000057202 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	5,355	0.01%	+471	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
24	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,405,780	1.48%	-300,671	Jun 30, 2026	carried, not yet filed for the newest quarter
25	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,313,141	1.38%	+115,584	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	67,868	0.07%	-15,274	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
25.2	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	55,615	0.06%	+2,871	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
25.3	First Trust Nasdaq Bank ETF Fund S000053942 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	42,219	0.04%	-9,553	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
25.4	First Trust NASDAQ ABA Community Bank Index Fund Fund S000026211 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	34,242	0.04%	-1,409	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
25.5	First Trust Small Cap Value AlphaDEX Fund Fund S000031807 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	18,244	0.02%	-894	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
26	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,209,484	1.27%	-63,441	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	839,341	0.88%	-85,208	May 31, 2026	MFS SERIES TRUST XIII, not summed
26.2	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	14,414	0.02%	-885	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
26.3	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	1,870	0.00%	-271	Jul 31, 2026	MFS Series Trust XV, not summed
27	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,199,575	1.26%	-62,426	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,178,546	1.24%	+32,152	Jun 30, 2026	carried, not yet filed for the newest quarter
29	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,168,761	1.23%	-14,623	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	423,265	0.44%	-11,003	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	314,869	0.33%	-32,512	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	223,041	0.23%	+33,850	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	86,501	0.09%	+2,767	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	51,968	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,057,053	1.11%	-699,239	Jun 30, 2026	carried, not yet filed for the newest quarter
31	CRAMER ROSENTHAL MCGLYNN LLC 13F CIK 820743 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,034,043	1.09%	+119,829	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,002,675	1.05%	+26,509	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	3,378	0.00%	+188	Jul 31, 2026	BNY Mellon ETF Trust, not summed
33	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	978,151	1.03%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
34	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	978,127	1.03%	+96,783	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	46,639	0.05%	+6,268	Jun 30, 2026	Northern Funds, not summed
34.2	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	17,960	0.02%	—	Jun 30, 2026	Northern Funds, not summed
34.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	16,553	0.02%	+812	Jul 31, 2026	FlexShares Trust, not summed
34.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	8,804	0.01%	-251	Jun 30, 2026	Northern Funds, not summed
35	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	966,779	1.01%	-12,472	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
36	Scott Jonathan R Insider CIK 1361935 · Sep 14, 2026 10% Owner, issuer-wide, not summed	817,738	0.86%	-8,071	Sep 14, 2026	10% Owner, issuer-wide, not summed
37	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 13F CIK 1238990 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	778,006	0.82%	+42,587	Jun 30, 2026	carried, not yet filed for the newest quarter
38	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	753,537	0.79%	+47,731	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	20,901	0.02%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
38.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	18,665	0.02%	+4,087	May 31, 2026	Goldman Sachs ETF Trust, not summed
38.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	4,151	0.00%	-630	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
39	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	705,526	0.74%	+19,900	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
40	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	638,735	0.67%	-142,392	Jun 30, 2026	carried, not yet filed for the newest quarter
41	JPMorgan Small Cap Equity Fund Fund S000002794 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	635,755	0.67%	-129,979	Jun 30, 2026	JPMorgan Trust I, not summed
42	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	587,612	0.62%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
43	Leeward Investments, LLC - MA 13F CIK 1923173 · Registered investment adviser · Sep 30, 2026	583,577	0.61%	-34,839	Sep 30, 2026
44	VILLERE ST DENIS J & CO LLC 13F CIK 1113629 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	567,701	0.60%	-59,330	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Villere Balanced Fund Fund S000004946 · Registered fund · May 31, 2026 Professionally Managed Portfolios, not summed	35,380	0.04%	—	May 31, 2026	Professionally Managed Portfolios, not summed
44.2	Villere Equity Fund Fund S000040757 · Registered fund · May 31, 2026 Professionally Managed Portfolios, not summed	15,725	0.02%	0	May 31, 2026	Professionally Managed Portfolios, not summed
45	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	562,670	0.59%	-5,136	Jun 30, 2026	carried, not yet filed for the newest quarter
46	SCOTT JULIE A Insider CIK 1234619 · Sep 16, 2026 10% Owner, issuer-wide, not summed	484,309	0.51%	-2,700	Sep 16, 2026	10% Owner, issuer-wide, not summed
47	Scott Risa Kae Insider CIK 1798829 · Dec 3, 2025 10% Owner, issuer-wide, not summed	480,382	0.50%	-3,000	Dec 3, 2025	10% Owner, issuer-wide, not summed
48	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	474,951	0.50%	+145,146	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Invesco KBW High Dividend Yield Financial ETF Fund S000030361 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	154,954	0.16%	-37,392	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
48.2	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	140,179	0.15%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
48.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	46,507	0.05%	+2,641	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
48.4	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	32,914	0.03%	-886	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
48.5	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	14,181	0.01%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
49	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	463,086	0.49%	+463,086	Jun 30, 2026	carried, not yet filed for the newest quarter
50	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	443,130	0.47%	-113	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed

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Key facts CIK 860413 CUSIP 32055Y201 13F (30d) 50 filings 50 filers Visit website Investor relations