HL · Hecla Mining Co · Shareholders & Ownership

$14.45 -0.50 (-3.34%) At close · Nov 5 Play latest call Q3 2026 earnings call transcript

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$10.04B

671.78M

Volume · Nov 5 31.29M Avg daily vol (3M) 34.56M

Every disclosed holder of HL 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 HL

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)	604	484,063,893	72.06%	Yes
Insiders (Forms 3, 4, 5)	18	5,294,476	0.79%	Yes
13D/G-only blocks	1	30,548,356	4.55%	Yes
Remaining	—	151,870,601	22.61%	Rest
Registered funds (N-PORT, not summed)	448	285,244,147	42.46%	No

Shares outstanding: 671,777,326, 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 HL

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	70,368,033	10.47%	-19,904,757	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	68,486,018	10.19%	-15,553,866	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	22,953,291	3.42%	+767,168	Jun 30, 2026	iShares Trust, not summed
1.3	iShares MSCI Global Silver and Metals Miners ETF Fund S000035880 · Registered fund · Aug 31, 2026 iShares, Inc., not summed	6,999,051	1.04%	-192,922	Aug 31, 2026	iShares, Inc., not summed
1.4	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,012,462	0.60%	-62,769	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,596,525	0.39%	—	Jun 30, 2026	iShares Trust, not summed
2	VAN ECK ASSOCIATES CORP 13F CIK 869178 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	38,174,114	5.68%	+5,053,624	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	VanEck Gold Miners ETF Fund S000009191 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	20,360,241	3.03%	+1,277,876	Jun 30, 2026	VanEck ETF Trust, not summed
2.2	VanEck Junior Gold Miners ETF Fund S000026955 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	12,062,479	1.80%	+1,092,686	Jun 30, 2026	VanEck ETF Trust, not summed
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	33,807,371	5.03%	+420,777	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	STATE STREET CORP 13G CIK 93751 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	33,807,371	5.03%	+1,531,087	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	State Street(R) SPDR(R) S&P(R) Metals & Mining ETF Fund S000012333 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	13,127,801	1.95%	+3,673,642	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	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	3,394,994	0.51%	+121,550	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	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	1,037,209	0.15%	+16,984	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	218,416	0.03%	-800	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4	Wheaton Precious Metals Corp. 13G CIK 1323404 · Unknown · Apr 12, 2024 Rule 13d-1(c), passive investor, unconfirmed, last confirmed Apr 12, 2024	30,548,356	4.55%	-4,431,853	Apr 12, 2024	Rule 13d-1(c), passive investor, unconfirmed, last confirmed Apr 12, 2024
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	30,212,707	4.50%	+1,287,709	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	29,915,624	4.45%	-1,693,035	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Tidal Investments LLC 13F CIK 1600064 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	21,633,448	3.22%	+1,973,123	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Gotham 1000 Value ETF Fund S000076475 · Registered fund · Jun 30, 2026 Tidal Trust I, not summed	56,449	0.01%	—	Jun 30, 2026	Tidal Trust I, not summed
7.2	Leatherback Long/Short Alternative Yield ETF Fund S000069694 · Registered fund · Aug 31, 2026 Tidal Trust I, not summed	52,881	0.01%	+1,143	Aug 31, 2026	Tidal Trust I, not summed
7.3	Gotham Short Strategies ETF Fund S000082296 · Registered fund · Jun 30, 2026 Tidal Trust I, not summed	14,851	0.00%	+3,985	Jun 30, 2026	Tidal Trust I, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	21,293,298	3.17%	+1,026,363	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	Amplify Junior Silver Miners ETF Fund S000082279 · Registered fund · Jun 30, 2026 Amplify ETF Trust, not summed	21,197,568	3.16%	+1,847,382	Jun 30, 2026	Amplify ETF Trust, not summed
10	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,210,797	3.01%	+7,411,982	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Invesco S&P MidCap Momentum ETF Fund S000003056 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	8,309,580	1.24%	+1,025,790	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
10.2	Invesco S&P MidCap Quality ETF Fund S000013108 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	5,365,554	0.80%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
10.3	Invesco Gold & Special Minerals Fund Fund S000064611 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	4,241,864	0.63%	-74,053	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
10.4	Invesco S&P MidCap 400 GARP ETF Fund S000060794 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	728,798	0.11%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
10.5	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	321,228	0.05%	-144,661	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	19,671,503	2.93%	-945,654	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Global X Silver Miners ETF Fund S000028730 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	12,953,276	1.93%	-1,822,611	Jul 31, 2026	GLOBAL X FUNDS, not summed
11.2	Global X Gold Explorers ETF Fund S000030226 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	365,584	0.05%	-59,952	Jul 31, 2026	GLOBAL X FUNDS, not summed
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	15,376,308	2.29%	+692,598	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,399,009	2.14%	-4,383,680	Jun 30, 2026	carried, not yet filed for the newest quarter
14	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	11,187,873	1.67%	-1,640,271	Sep 30, 2026
14.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	2,720,675	0.41%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	2,106,363	0.31%	+283,680	Jul 31, 2026	Dimensional ETF Trust, not summed
14.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,312,073	0.20%	+27,879	Jul 31, 2026	Dimensional ETF Trust, not summed
14.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	884,682	0.13%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	607,740	0.09%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,979,016	1.49%	+5,565,771	Jun 30, 2026	carried, not yet filed for the newest quarter
16	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,731,400	1.45%	+5,831,300	Jun 30, 2026	carried, not yet filed for the newest quarter
17	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,867,073	1.32%	+646,391	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,000,793	1.19%	-2,057,097	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	2,004,313	0.30%	-6,865	Jun 30, 2026	Goldman Sachs Trust, not summed
18.2	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	27,035	0.00%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
18.3	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust II, not summed	22,585	0.00%	+95	Aug 31, 2026	Goldman Sachs ETF Trust II, not summed
18.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	14,432	0.00%	-1,193	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
18.5	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	6,691	0.00%	—	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
19	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,691,148	1.14%	+211,449	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	7,239,979	1.08%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
21	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,838,625	1.02%	+6,190,739	Jun 30, 2026	carried, not yet filed for the newest quarter
22	JUPITER ASSET MANAGEMENT LTD 13F CIK 1215838 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,069,856	0.90%	+256,252	Jun 30, 2026	carried, not yet filed for the newest quarter
23	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,659,770	0.84%	+3,716,514	Jun 30, 2026	carried, not yet filed for the newest quarter
24	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,465,727	0.81%	-2,903,793	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	435,998	0.06%	+14,698	Jun 30, 2026	Northern Funds, not summed
24.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	19,276	0.00%	-3,362	Jul 31, 2026	FlexShares Trust, not summed
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,241,511	0.78%	-1,553,022	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	3,188,940	0.47%	-31,022	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	502,057	0.07%	-129,979	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	405,850	0.06%	+13,157	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	404,494	0.06%	+5,759	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.5	Schwab 1000 Index Fund Fund S000006807 · Registered fund · Jul 31, 2026 SCHWAB INVESTMENTS, not summed	213,859	0.03%	0	Jul 31, 2026	SCHWAB INVESTMENTS, not summed
26	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	5,160,522	0.77%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
26.1	Nuveen S&P 500 Dynamic Overwrite Fund Fund · Registered fund · Jun 30, 2026 Nuveen S&P 500 Dynamic Overwrite Fund, not summed	14,383	0.00%	—	Jun 30, 2026	Nuveen S&P 500 Dynamic Overwrite Fund, not summed
27	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,925,630	0.73%	+332,369	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	830	0.00%	-80	Jul 31, 2026	E Trade Trust, not summed
28	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,878,040	0.73%	+1,678,972	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	3,265,520	0.49%	-188,342	Aug 31, 2026	Fidelity Concord Street Trust, not summed
28.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	2,412,614	0.36%	—	Jul 31, 2026	Fidelity Salem Street Trust, not summed
28.3	Fidelity Mid-Cap Stock Fund Fund S000055365 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	1,651,800	0.25%	-254,800	Jul 31, 2026	Fidelity Concord Street Trust, not summed
28.4	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	1,472,842	0.22%	-192,250	Jun 30, 2026	Fidelity Covington Trust, not summed
28.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	1,278,240	0.19%	+11,474	Aug 31, 2026	Fidelity Concord Street Trust, not summed
29	CITIGROUP INC 13F CIK 831001 · Bank · Sep 30, 2026	4,693,106	0.70%	+1,593,974	Sep 30, 2026
30	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,248,865	0.63%	-126,203	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	4,055,646	0.60%	-100,176	Sep 30, 2026
31.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	103,132	0.02%	-4,246	Jul 31, 2026	BNY Mellon ETF Trust, not summed
32	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,960,492	0.59%	+1,142,678	Jun 30, 2026	carried, not yet filed for the newest quarter
33	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,740,480	0.56%	+565,506	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	First Trust Materials AlphaDEX Fund Fund S000017702 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	609,394	0.09%	—	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
33.2	First Trust Large Cap Growth AlphaDEX Fund Fund S000017341 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	333,149	0.05%	-208,658	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
33.3	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	206,129	0.03%	+10,583	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
33.4	First Trust Large Cap Core AlphaDEX Fund Fund S000017337 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	91,321	0.01%	-172,446	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
33.5	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	72,406	0.01%	-30,147	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
34	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,535,923	0.53%	-4,789,950	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Universal- Beteiligungs- und Servicegesellschaft mbH 13F CIK 2057170 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,985,211	0.44%	+493,277	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Federated Hermes MDT Mid Cap Growth Fund Fund S000009733 · Registered fund · Jul 31, 2026 Federated Hermes Equity Funds, not summed	2,847,572	0.42%	—	Jul 31, 2026	Federated Hermes Equity Funds, not summed
37	Ninety One UK Ltd 13F CIK 1418329 · Registered investment adviser · Sep 30, 2026	2,780,741	0.41%	-27,550	Sep 30, 2026
38	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,713,384	0.40%	+2,005,695	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	455,596	0.07%	-23,031	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
38.2	Columbia Variable Portfolio - Small Company Growth Fund Fund S000010658 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	119,957	0.02%	—	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE 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	2,615,082	0.39%	+73,773	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
40	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,387,489	0.36%	-65,775	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD MATERIALS INDEX FUND Fund S000004441 · Registered fund · Aug 31, 2026 VANGUARD WORLD FUND, not summed	1,965,625	0.29%	+20,844	Aug 31, 2026	VANGUARD WORLD FUND, not summed
42	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,853,221	0.28%	-1,114,609	Jun 30, 2026	carried, not yet filed for the newest quarter
43	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,843,367	0.27%	+328,485	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	475	0.00%	-1,386	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
44	ALPS ADVISORS INC 13F CIK 1376113 · Registered investment adviser · Sep 30, 2026	1,811,168	0.27%	+97,738	Sep 30, 2026
44.1	ALPS \| CoreCommodity Natural Resources ETF Fund S000085672 · Registered fund · Jul 31, 2026 FINANCIAL INVESTORS TRUST, not summed	142,717	0.02%	—	Jul 31, 2026	FINANCIAL INVESTORS TRUST, not summed
44.2	Barrons 400 ETF Fund S000040588 · Registered fund · Aug 31, 2026 ALPS ETF TRUST, not summed	26,178	0.00%	+1,070	Aug 31, 2026	ALPS ETF TRUST, not summed
45	Federated Hermes MDT Small Cap Core Fund Fund S000012972 · Registered fund · Jul 31, 2026 Federated Hermes MDT Series, not summed	1,750,047	0.26%	+1,274,456	Jul 31, 2026	Federated Hermes MDT Series, not summed
46	RHUMBLINE ADVISERS 13F CIK 1115418 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,650,543	0.25%	-271,377	Jun 30, 2026	carried, not yet filed for the newest quarter
47	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,620,108	0.24%	-588,034	Jun 30, 2026	carried, not yet filed for the newest quarter
48	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,605,576	0.24%	-2,366,730	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,545,430	0.23%	-170,537	Jun 30, 2026	carried, not yet filed for the newest quarter
50	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Sep 30, 2026	1,541,800	0.23%	-616,388	Sep 30, 2026
50.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	628,958	0.09%	+53,404	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
50.2	MidCap S&P 400 Index Fund Fund S000007079 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	256,427	0.04%	+75	Jul 31, 2026	Principal Funds, Inc, not summed
50.3	MidCap Value Fund I Fund S000007173 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	13,458	0.00%	—	Jul 31, 2026	Principal Funds, Inc, not summed

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Key facts CIK 719413 CUSIP 422704106 13F (30d) 271 filings 239 filers Visit website Investor relations