HCSG · Healthcare Services Group Inc · Shareholders & Ownership

$21.50 +0.39 (+1.85%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.45B

68.63M

Volume · Oct 20 665.96K Avg daily vol (3M) 724.89K

Every disclosed holder of HCSG 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 HCSG

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	275	71,572,117	104.28%	Yes
Insiders (Forms 3, 4, 5)	17	822,189	1.20%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	3,762,104	-5.48%	Negative
Registered funds (N-PORT, not summed)	312	40,960,089	59.68%	No

Shares outstanding: 68,632,202, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of HCSG

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	11,375,365	16.57%	-83,231	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	4,136,563	6.03%	-90,684	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,816,525	2.65%	+88,029	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	616,252	0.90%	+8,377	Jun 30, 2026	iShares Trust, not summed
1.4	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	334,650	0.49%	-4,174	May 29, 2026	BlackRock Funds, not summed
1.5	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	326,824	0.48%	+64,424	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	5,080,313	7.40%	+234,180	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,040,374	4.43%	-79,171	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,916,008	4.25%	+96,883	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	630,697	0.92%	-12,763	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	394,062	0.57%	+22,337	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	123,374	0.18%	-3,184	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
4.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	24,965	0.04%	+700	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4.5	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	14,907	0.02%	+202	Jun 30, 2026	SPDR SERIES TRUST, not summed
5	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,661,455	3.88%	+153,028	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	34,595	0.05%	+1,228	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
6	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,562,011	3.73%	+517,415	Jun 30, 2026	carried, not yet filed for the newest quarter
7	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,484,818	3.62%	+84,137	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	500,878	0.73%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	344,824	0.50%	-417	Jul 31, 2026	Dimensional ETF Trust, not summed
7.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	301,997	0.44%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	231,090	0.34%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
7.5	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	194,510	0.28%	+25,293	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,296,772	3.35%	+329,978	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	1,850,462	2.70%	+200,200	Jul 31, 2026	Fidelity Securities Fund, not summed
8.2	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	759,602	1.11%	+63,215	Jul 31, 2026	Fidelity Salem Street Trust, not summed
8.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	366,382	0.53%	+2,505	May 31, 2026	Fidelity Concord Street Trust, not summed
8.4	Fidelity SAI Small-Mid Cap Momentum Index Fund Fund S000050321 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	185,127	0.27%	-1,591	Jul 31, 2026	Fidelity Salem Street Trust, not summed
8.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	135,261	0.20%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
9	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,255,190	3.29%	+89,446	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Columbia Acorn Fund Fund S000009184 · Registered fund · Jun 30, 2026 COLUMBIA ACORN TRUST, not summed	784,900	1.14%	0	Jun 30, 2026	COLUMBIA ACORN TRUST, not summed
9.2	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	582,506	0.85%	+35,300	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
9.3	Columbia Small Cap Value and Inflection Fund Fund S000010793 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	242,566	0.35%	0	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
9.4	Columbia Variable Portfolio - Acorn Fund Fund S000008981 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE SERIES TRUST, not summed	150,110	0.22%	0	Jun 30, 2026	COLUMBIA FUNDS VARIABLE SERIES TRUST, not summed
9.5	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	105,350	0.15%	-3,700	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
10	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,239,224	3.26%	+95,987	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Royce Small-Cap Total Return Fund Fund S000009510 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	888,085	1.29%	-66,039	Jun 30, 2026	ROYCE FUND, not summed
10.2	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	351,617	0.51%	0	Jun 30, 2026	ROYCE FUND, not summed
10.3	Royce Small-Cap Opportunity Fund Fund S000009512 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	281,393	0.41%	+36,960	Jun 30, 2026	ROYCE FUND, not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,180,952	3.18%	-78,200	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	2,095,930	3.05%	+87,148	May 31, 2026	American Century ETF Trust, not summed
13	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,573,099	2.29%	-47,625	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,443,054	2.10%	+37,102	Jun 30, 2026	carried, not yet filed for the newest quarter
15	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,244,416	1.81%	+83,194	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Templeton Global Smaller Companies Fund Fund S000008758 · Registered fund · May 31, 2026 Templeton Global Smaller Companies Fund, not summed	1,038,281	1.51%	+81,128	May 31, 2026	Templeton Global Smaller Companies 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	1,165,139	1.70%	-158,133	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	467,174	0.68%	-219,110	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
16.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	339,857	0.50%	-4,657	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
16.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	168,103	0.24%	+13,327	Jul 31, 2026	SCHWAB CAPITAL 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	104,466	0.15%	-19,811	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	43,118	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
17	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,127,400	1.64%	-45,004	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	490,198	0.71%	-40,490	Jun 30, 2026	College Retirement Equities Fund, not summed
17.2	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	467,030	0.68%	-9,250	Jul 31, 2026	TIAA-CREF Funds, not summed
17.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	91,560	0.13%	+5,123	Jul 31, 2026	TIAA-CREF Funds, not summed
17.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	57,456	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
17.5	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	9,704	0.01%	-242	Jun 30, 2026	TIAA-CREF Life Funds, not summed
18	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,049,627	1.53%	+38,903	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	35	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
19	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	997,263	1.45%	-34,718	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	994,507	1.45%	+168,237	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	611,487	0.89%	+124,136	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20.2	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	102,111	0.15%	-7,879	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
20.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	97,570	0.14%	-12,266	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20.4	Invesco S&P SmallCap Industrials ETF Fund S000028300 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	42,414	0.06%	-2,836	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
20.5	Invesco S&P Smallcap 600 Pure Growth ETF Fund S000060799 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	40,609	0.06%	+1,375	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
21	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	974,997	1.42%	-112,483	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	22,830	0.03%	+7,517	Jun 30, 2026	AQR Funds, not summed
21.2	AQR Small Cap Momentum Style Fund Fund S000025644 · Registered fund · Mar 31, 2026 AQR Funds, not summed	7,682	0.01%	—	Mar 31, 2026	AQR Funds, not summed
22	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	962,865	1.40%	-225,552	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	97,023	0.14%	+15,072	Jul 31, 2026	Goldman Sachs Trust, not summed
22.2	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	18,496	0.03%	-15,353	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
22.3	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	18,418	0.03%	+11,322	Jul 31, 2026	Goldman Sachs Trust, not summed
22.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	16,259	0.02%	+214	May 31, 2026	Goldman Sachs ETF Trust, not summed
22.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	12,045	0.02%	+252	Jun 30, 2026	GOLDMAN SACHS 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	941,010	1.37%	-56,098	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	912,261	1.33%	+22,226	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Janus Henderson Small Cap Value Fund Fund S000010480 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	402,354	0.59%	+17,693	Jun 30, 2026	Janus Investment Fund, not summed
24.2	Janus Henderson Small/Mid Cap Growth Alpha ETF Fund S000052564 · Registered fund · Jul 31, 2026 Janus Detroit Street Trust, not summed	314,941	0.46%	+12,277	Jul 31, 2026	Janus Detroit Street Trust, not summed
24.3	Janus Henderson Small Cap Growth Alpha ETF Fund S000052563 · Registered fund · Jul 31, 2026 Janus Detroit Street Trust, not summed	162,393	0.24%	-15,892	Jul 31, 2026	Janus Detroit Street Trust, not summed
25	MACKENZIE FINANCIAL CORP 13F CIK 919859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	856,834	1.25%	-1,815,380	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	788,139	1.15%	+2,583	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	Marathon Asset Management Ltd 13F CIK 1861026 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	759,824	1.11%	-211,643	Jun 30, 2026	carried, not yet filed for the newest quarter
28	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	743,729	1.08%	+69,503	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	35,193	0.05%	+2,075	Jun 30, 2026	Northern Funds, not summed
28.2	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,005	0.01%	0	Jun 30, 2026	Northern Funds, not summed
28.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,491	0.01%	—	Jun 30, 2026	Northern Funds, not summed
28.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,301	0.01%	+302	Jul 31, 2026	FlexShares Trust, not summed
29	PALISADE CAPITAL MANAGEMENT, LP 13F CIK 1009006 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	726,583	1.06%	-795,880	Jun 30, 2026	carried, not yet filed for the newest quarter
30	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	725,648	1.06%	-13,861	Jun 30, 2026	carried, not yet filed for the newest quarter
31	CSM Advisors, LLC 13F CIK 1863523 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	719,619	1.05%	-28,305	Jun 30, 2026	carried, not yet filed for the newest quarter
32	NEW YORK STATE COMMON RETIREMENT FUND 13F CIK 810265 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	621,808	0.91%	+4,300	Jun 30, 2026	carried, not yet filed for the newest quarter
33	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	548,035	0.80%	+73,500	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	First Eagle Small Cap Opportunity Fund Fund S000072438 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	484,300	0.71%	+71,941	Jul 31, 2026	First Eagle Funds, not summed
34	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	545,405	0.79%	+64,684	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Tax-Managed U.S. Mid & Small Cap Fund Fund S000001571 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	376,718	0.55%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
35	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	544,229	0.79%	+350,978	Jun 30, 2026	carried, not yet filed for the newest quarter
36	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	542,855	0.79%	+542,855	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	First Trust Small Cap Growth AlphaDEX Fund Fund S000031806 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	357,313	0.52%	+43,054	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
36.2	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	177,592	0.26%	+27,889	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
36.3	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	32,369	0.05%	+3,047	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
36.4	First Trust Active Factor Small Cap ETF Fund S000066790 · Registered fund · May 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	3,010	0.00%	-2,702	May 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
36.5	First Trust Small Cap BuyWrite Income ETF Fund S000090516 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	2,318	0.00%	—	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
37	WAHL Theodore Insider CIK 1454244 · Feb 24, 2026 Director, President & CEO, issuer-wide	536,259	0.78%	+49,396	Feb 24, 2026	Director, President & CEO, issuer-wide
38	Pembroke Management, LTD 13F CIK 1063497 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	523,225	0.76%	+224,140	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Hillsdale Investment Management Inc. 13F CIK 1368465 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	503,120	0.73%	+41,610	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	475,158	0.69%	+2,868	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	472,243	0.69%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
42	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	470,311	0.69%	-10,236	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	96,602	0.14%	+6,844	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
42.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	51,677	0.08%	+974	Jul 31, 2026	Principal Funds, Inc, not summed
42.3	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	50,576	0.07%	-4,804	Jul 31, 2026	Principal Funds, Inc, not summed
42.4	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	3,034	0.00%	+1,031	Jul 31, 2026	Principal Funds, Inc, not summed
43	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	425,002	0.62%	+12,604	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	420,044	0.61%	-28,102	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	269,961	0.39%	-41,932	Jun 30, 2026	PIMCO Equity Series, not summed
44.2	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	1,887	0.00%	+252	Jun 30, 2026	PIMCO Equity Series, not summed
45	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	407,247	0.59%	-128,422	Jun 30, 2026	carried, not yet filed for the newest quarter
46	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	391,005	0.57%	-2,596	Jun 30, 2026	carried, not yet filed for the newest quarter
47	LOS ANGELES CAPITAL MANAGEMENT LLC 13F CIK 1177206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	373,668	0.54%	+334,683	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	361,991	0.53%	+12,896	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
49	ROYCE SMALL-CAP TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE SMALL-CAP TRUST, INC., not summed	358,976	0.52%	—	Jun 30, 2026	ROYCE SMALL-CAP TRUST, INC., not summed
50	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	341,419	0.50%	-30,379	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 731012 CUSIP 421906108 13F (30d) 25 filings 22 filers Visit website Investor relations