FRME · First Merchants Corp · Shareholders & Ownership

$40.68 -0.15 (-0.37%) At close · Oct 23

Russell 2000 member Rebalance outlook locked

Market Cap

$2.56B

63.02M

Volume · Oct 23 417.13K Avg daily vol (3M) 436.7K

Every disclosed holder of FRME 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 FRME

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)	307	46,572,290	73.90%	Yes
Insiders (Forms 3, 4, 5)	23	1,358,924	2.16%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	15,091,527	23.95%	Rest
Registered funds (N-PORT, not summed)	276	23,634,039	37.50%	No

Shares outstanding: 63,022,741, 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 FRME

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	5,324,728	8.45%	+425,372	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,713,468	2.72%	+172,572	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	611,904	0.97%	+103,231	Jun 30, 2026	iShares Trust, not summed
1.3	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	116,398	0.18%	+14,761	Jun 30, 2026	Quantitative Master Series LLC, not summed
1.4	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	77,465	0.12%	+1,904	Jun 30, 2026	iShares Trust, not summed
1.5	iShares US Small Cap Value Factor ETF Fund S000069740 · Registered fund · Jun 30, 2026 iShares Trust, not summed	18,836	0.03%	—	Jun 30, 2026	iShares Trust, not summed
2	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,689,776	5.85%	+93,759	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	841,426	1.34%	+40,345	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	408,312	0.65%	-401	Jul 31, 2026	Dimensional ETF Trust, not summed
2.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	391,770	0.62%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	358,849	0.57%	+25,623	Jul 31, 2026	Dimensional ETF Trust, not summed
2.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	272,672	0.43%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,402,832	5.40%	+43,798	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,720,680	4.32%	-9,931	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,551,308	4.05%	+311,540	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	571,434	0.91%	+134,888	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	335,366	0.53%	+32,014	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	21,550	0.03%	-1,000	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.4	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	1,608	0.00%	+125	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
5.5	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	345	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,174,024	3.45%	-81,566	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,903,958	3.02%	-29,467	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,670,991	2.65%	+97,210	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,375,470	2.18%	-12,553	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,058,876	1.68%	+15,553	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	350,589	0.56%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
10.2	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	273,220	0.43%	-5,410	Jul 31, 2026	TIAA-CREF Funds, not summed
10.3	Nuveen Small Cap Value Fund Fund S000005570 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	125,697	0.20%	0	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
10.4	Nuveen Small Cap Select Fund Fund S000005569 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	118,330	0.19%	+1,124	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
10.5	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	81,467	0.13%	+7,077	Jul 31, 2026	TIAA-CREF Funds, not summed
11	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,042,728	1.65%	+47,733	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	277,000	0.44%	-15,246	Jun 30, 2026	Victory Portfolios, not summed
11.2	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	212,729	0.34%	+77,693	Jun 30, 2026	Victory Portfolios II, not summed
11.3	VictoryShares US Small Cap High Div Volatility Wtd ETF Fund S000049908 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	71,792	0.11%	-2,516	Jun 30, 2026	Victory Portfolios II, not summed
11.4	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	44,358	0.07%	-2,242	Jul 31, 2026	Victory Portfolios III, not summed
11.5	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	7,137	0.01%	+31	Jul 31, 2026	Victory Portfolios III, not summed
12	Harbor Small Cap Value Fund Fund S000000689 · Registered fund · Jul 31, 2026 HARBOR FUNDS, not summed	1,013,346	1.61%	+172,867	Jul 31, 2026	HARBOR FUNDS, not summed
13	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	869,799	1.38%	-14,401	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	SYSTEMATIC FINANCIAL MANAGEMENT LP 13F CIK 1085936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	850,405	1.35%	-11,590	Jun 30, 2026	carried, not yet filed for the newest quarter
15	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	776,088	1.23%	+50,829	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	59,899	0.10%	-11,803	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
15.2	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	42,250	0.07%	+2,168	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
15.3	First Trust NASDAQ ABA Community Bank Index Fund Fund S000026211 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	22,215	0.04%	-135	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
15.4	First Trust Small Cap Value AlphaDEX Fund Fund S000031807 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	16,102	0.03%	-507	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
15.5	First Trust Multi Cap Value AlphaDEX Fund Fund S000017342 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	2,785	0.00%	+218	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	711,910	1.13%	-7,515	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	295,752	0.47%	-6,444	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
16.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	155,026	0.25%	+18,109	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
16.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	147,279	0.23%	-20,767	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
16.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	39,281	0.06%	+316	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
16.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	38,387	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
17	FJ Capital Management LLC 13F CIK 1599170 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	711,425	1.13%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	708,014	1.12%	+21,314	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	697,055	1.11%	-440,130	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	221,370	0.35%	+38,207	May 31, 2026	Goldman Sachs Trust, not summed
19.2	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	73,316	0.12%	+4,849	Jul 31, 2026	Goldman Sachs Trust, not summed
19.3	Goldman Sachs Small Cap Equity ETF Fund S000081978 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	56,886	0.09%	+18,391	May 31, 2026	Goldman Sachs ETF Trust, not summed
19.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	19,204	0.03%	-2,052	May 31, 2026	Goldman Sachs ETF Trust, not summed
19.5	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	9,135	0.01%	0	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
20	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	696,621	1.11%	-310,614	Jun 30, 2026	carried, not yet filed for the newest quarter
21	PL Capital Advisors, LLC 13F CIK 1569147 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	686,333	1.09%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
22	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	683,988	1.09%	+30,629	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	32,188	0.05%	+3,435	Jun 30, 2026	Northern Funds, not summed
22.2	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	29,975	0.05%	0	Jun 30, 2026	Northern Funds, not summed
22.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	12,238	0.02%	-351	Jun 30, 2026	Northern Funds, not summed
22.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	10,852	0.02%	+534	Jul 31, 2026	FlexShares Trust, not summed
23	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	648,844	1.03%	-1,555	Jun 30, 2026	carried, not yet filed for the newest quarter
24	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	639,609	1.01%	+109,891	Jun 30, 2026	carried, not yet filed for the newest quarter
25	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	622,443	0.99%	-167,439	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	William Blair Small Cap Value Fund Fund S000008597 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	291,280	0.46%	-4,688	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
26	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	566,471	0.90%	+161,480	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	7,246	0.01%	+1,457	Jun 30, 2026	AQR Funds, not summed
27	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 13F CIK 315297 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	546,322	0.87%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
28	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	535,992	0.85%	+15,114	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
29	FIRST MERCHANTS CORP 13F CIK 712534 · Bank · Sep 30, 2026	515,902	0.82%	-6,092	Sep 30, 2026
30	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	470,409	0.75%	+64,857	Jun 30, 2026	carried, not yet filed for the newest quarter
31	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	432,341	0.69%	-708	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Regional Bank Fund Fund S000000635 · Registered fund · Jul 31, 2026 John Hancock Investment Trust II, not summed	224,533	0.36%	0	Jul 31, 2026	John Hancock Investment Trust II, not summed
31.2	Financial Industries Fund Fund S000000634 · Registered fund · Jul 31, 2026 John Hancock Investment Trust II, not summed	23,065	0.04%	—	Jul 31, 2026	John Hancock Investment Trust II, not summed
32	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	429,606	0.68%	+33,384	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	151,695	0.24%	-21,500	Jun 30, 2026	Bridgeway Funds, Inc., not summed
33	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	420,996	0.67%	+50,061	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	698,296	1.11%	+79,858	Jul 31, 2026	Fidelity Salem Street Trust, not summed
33.2	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	372,387	0.59%	+48,924	Jun 30, 2026	Fidelity Covington Trust, not summed
33.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	324,355	0.51%	-2,105	May 31, 2026	Fidelity Concord Street Trust, not summed
33.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	114,818	0.18%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
33.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	94,041	0.15%	+2,773	May 31, 2026	Fidelity Concord Street Trust, not summed
34	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	415,568	0.66%	-344,102	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	410,238	0.65%	+11,122	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	367,005	0.58%	+18,144	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	349,576	0.55%	+2,758	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
38	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	344,504	0.55%	-4,595	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Small Cap Dividend Fund Fund S000075489 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	5,499	0.01%	-4,973	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
39	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	339,054	0.54%	-5,589	Jun 30, 2026	carried, not yet filed for the newest quarter
40	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	337,897	0.54%	+9,880	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	86,402	0.14%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
40.2	Hotchkis & Wiley SMID Cap Diversified Value Fund Fund S000091359 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	262	0.00%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
41	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	320,389	0.51%	+11,394	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
42	MetLife Investment Management, LLC 13F CIK 1529735 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	320,319	0.51%	+4,352	Jun 30, 2026	carried, not yet filed for the newest quarter
43	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	318,618	0.51%	-10,318	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Myers Larry W Insider CIK 1442094 · Sep 30, 2026 Director, First Vice President, issuer-wide	315,103	0.50%	+224,834	Sep 30, 2026	Director, First Vice President, issuer-wide
45	GLENMEDE TRUST CO NA 13F CIK 314949 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	296,414	0.47%	+58,228	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	277,911	0.44%	+54,884	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	277,911	0.44%	+54,884	Jun 30, 2026	EA Series Trust, not summed
47	Small Cap Equity Portfolio Fund S000006383 · Registered fund · Jul 31, 2026 GLENMEDE FUND INC, not summed	263,385	0.42%	-9,713	Jul 31, 2026	GLENMEDE FUND INC, not summed
48	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	247,668	0.39%	+4,630	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
49	Bridge Builder Small/Mid Cap Growth Fund Fund S000048336 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	230,582	0.37%	+850	Jun 30, 2026	Bridge Builder Trust, not summed
50	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	213,604	0.34%	-13,055	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	10	0.00%	0	Jul 31, 2026	E Trade Trust, not summed

46 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.

Showing 1–50 of 456 holders

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Key facts CIK 712534 CUSIP 320817109 13F (30d) 47 filings 47 filers Visit website Investor relations