HLLY · Holley Inc. · Shareholders & Ownership

$2.49 -0.11 (-4.23%) At close · Oct 23

Russell 2000 member Rebalance outlook locked

Market Cap

$301.87M

121.23M

Volume · Oct 23 556.33K Avg daily vol (3M) 1.11M

Every disclosed holder of HLLY 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 HLLY

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)	133	71,138,426	58.68%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	2	30,310,195	25.00%	Yes
Remaining	—	19,785,522	16.32%	Rest
Registered funds (N-PORT, not summed)	151	31,457,541	25.95%	No

Shares outstanding: 121,234,143, 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 HLLY

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	Basham Owen Insider CIK 1871961 · May 8, 2026 Director, issuer-wide, not summed	24,764,875	20.43%	-24,486,340	May 8, 2026	Director, issuer-wide, not summed
2	Coady James D. Insider CIK 1872749 · May 8, 2026 Director, issuer-wide, not summed	24,764,875	20.43%	-24,486,340	May 8, 2026	Director, issuer-wide, not summed
3	David S. Lobel 13D CIK 1251226 · Unknown · Sep 18, 2025	24,654,834	20.34%	-2,100,000	Sep 18, 2025
3.1	LOBEL DAVID S Insider CIK 1251226 · Sep 18, 2025 Director, 10% Owner, issuer-wide, not summed	24,654,834	20.34%	-2,100,000	Sep 18, 2025	Director, 10% Owner, issuer-wide, not summed
4	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,807,451	8.09%	-16,452	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Allspring Special Small Cap Value Fund Fund S000029108 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	1,655,586	1.37%	0	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
5	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,005,583	5.78%	+391,043	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Boston Partners 13G CIK 1386060 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,981,474	5.76%	+662,998	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13G CIK 1021223 · Registered investment adviser · Jun 30, 2025 Rule 13d-1(b), qualified institution	5,655,361	4.66%	-2,154,397	Jun 30, 2025	Rule 13d-1(b), qualified institution
7	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,631,764	4.65%	+758,695	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,242,561	1.85%	+342,933	Jun 30, 2026	iShares Trust, not summed
7.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	832,765	0.69%	+189,204	Jun 30, 2026	iShares Trust, not summed
7.3	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	262,706	0.22%	+70,393	Jun 30, 2026	iShares Trust, not summed
7.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	126,968	0.10%	0	Jun 30, 2026	Quantitative Master Series LLC, not summed
7.5	iShares Russell Small/Mid-Cap Index Fund Fund S000050373 · Registered fund · Jul 31, 2026 BlackRock Funds, not summed	12,453	0.01%	0	Jul 31, 2026	BlackRock Funds, not summed
8	Blue Owl Capital Holdings LP 13F CIK 1858703 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,376,888	3.61%	+140,000	Jun 30, 2026	carried, not yet filed for the newest quarter
9	BAMCO INC /NY/ 13F CIK 1017918 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,250,000	2.68%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	BARON SMALL CAP FUND Fund S000000584 · Registered fund · Jun 30, 2026 BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed	3,250,000	2.68%	0	Jun 30, 2026	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
10	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,151,020	2.60%	+26,578	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Stevenson Matthew Insider CIK 1738710 · Aug 12, 2026 Director, President & CEO, issuer-wide, not summed	3,124,324	2.58%	-56,800	Aug 12, 2026	Director, President & CEO, issuer-wide, not summed
12	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,894,741	2.39%	+447,475	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	886,699	0.73%	+127,574	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.2	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	377,965	0.31%	+181,180	Jul 31, 2026	Dimensional ETF Trust, not summed
12.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	302,864	0.25%	+18,500	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	277,548	0.23%	-117,864	Jul 31, 2026	Dimensional ETF Trust, not summed
12.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	159,869	0.13%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13	CLEARLAKE CAPITAL GROUP, L.P. 13F CIK 1688282 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,750,000	2.27%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,417,721	1.99%	0	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	2,339,430	1.93%	-2,547,608	Sep 30, 2026
15.1	Wasatch Micro Cap Fund Fund S000000885 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	2,334,450	1.93%	+469,536	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
15.2	Wasatch Micro Cap Value Fund Fund S000000886 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	1,355,257	1.12%	+397,676	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
16	Hillsdale Investment Management Inc. 13F CIK 1368465 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,021,361	1.67%	+91,900	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Column Small Cap Select Fund Fund S000082920 · Registered fund · Aug 31, 2026 Trust for Professional Managers, not summed	1,932,844	1.59%	-449,490	Aug 31, 2026	Trust for Professional Managers, not summed
18	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,818,851	1.50%	-63,515	Jun 30, 2026	carried, not yet filed for the newest quarter
19	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,809,963	1.49%	+443,302	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Putnam Small Cap Value Fund Fund S000003854 · Registered fund · May 31, 2026 Putnam Investment Funds, not summed	1,074,456	0.89%	-129,800	May 31, 2026	Putnam Investment Funds, not summed
19.2	Putnam VT Small Cap Value Fund Fund S000003888 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	484,673	0.40%	+105,400	Jun 30, 2026	Putnam Variable Trust, not summed
19.3	Franklin Small Cap Enhanced ETF Fund S000097279 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	34,601	0.03%	-4,233	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
20	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,746,533	1.44%	+197,047	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Brighthouse Small Cap Value Portfolio Fund S000011105 · Registered fund · Jun 30, 2026 Brighthouse Funds Trust I, not summed	1,596,046	1.32%	+145,430	Jun 30, 2026	Brighthouse Funds Trust I, not summed
22	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,586,315	1.31%	-169,289	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	376,087	0.31%	-1,182	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
22.2	Multi-Asset Strategy Fund Fund S000055522 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	209,601	0.17%	-417	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
22.3	Multi-Strategy Income Fund Fund S000048356 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	91,803	0.08%	-181	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
22.4	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	84,993	0.07%	-212	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
22.5	Russell Investments U.S. Small Cap Equity ETF Fund S000089990 · Registered fund · Jun 30, 2026 Russell Investments Exchange Traded Funds, not summed	21,103	0.02%	-5,403	Jun 30, 2026	Russell Investments Exchange Traded Funds, not summed
23	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,450,443	1.20%	+84,802	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	28,700	0.02%	+4,400	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
23.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	1,888	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
24	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,318,247	1.09%	-328,501	Jun 30, 2026	carried, not yet filed for the newest quarter
25	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,294,586	1.07%	-32,707	Jun 30, 2026	carried, not yet filed for the newest quarter
26	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,170,961	0.97%	+861,817	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	394,927	0.33%	+104,394	Jul 31, 2026	Goldman Sachs Trust, not summed
26.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	286,532	0.24%	+215,106	Jul 31, 2026	Goldman Sachs Trust, not summed
26.3	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	38,065	0.03%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
26.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	12,684	0.01%	-4,885	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
26.5	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	11,979	0.01%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
27	Skylands Capital, LLC 13F CIK 1299910 · Registered investment adviser · Sep 30, 2026	1,092,212	0.90%	+22,383	Sep 30, 2026
28	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	995,316	0.82%	+31,746	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	322,300	0.27%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
28.2	Ultra-Small Company Market Fund Fund S000004424 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	85,000	0.07%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
29	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	952,620	0.79%	-254,530	Jun 30, 2026	carried, not yet filed for the newest quarter
30	WPG Partners Select Small Cap Value Fund Fund S000074886 · Registered fund · May 31, 2026 RBB Fund, Inc., not summed	940,487	0.78%	+140,883	May 31, 2026	RBB Fund, Inc., not summed
31	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	938,880	0.77%	+82,294	Jun 30, 2026	carried, not yet filed for the newest quarter
32	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	888,208	0.73%	-147,795	Jun 30, 2026	carried, not yet filed for the newest quarter
33	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	747,400	0.62%	-125,700	Jun 30, 2026	carried, not yet filed for the newest quarter
34	WEAVER JESSE Insider CIK 1956264 · Aug 12, 2026 Chief Financial Officer, issuer-wide, not summed	661,695	0.55%	-32,457	Aug 12, 2026	Chief Financial Officer, issuer-wide, not summed
35	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	627,311	0.52%	-2,269	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
36	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	602,000	0.50%	+465,016	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	588,016	0.49%	+31,746	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	588,016	0.49%	+31,746	Jun 30, 2026	EA Series Trust, not summed
38	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	577,115	0.48%	+98,120	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	13,400	0.01%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
38.2	SIIT SMALL CAP FUND Fund S000006772 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	11,776	0.01%	-13,240	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
38.3	SIIT SMALL CAP II FUND Fund S000036633 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	9,387	0.01%	-108,390	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
39	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	569,929	0.47%	+29,099	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	40,704	0.03%	+9,150	Jun 30, 2026	Northern Funds, not summed
40	Mink Brook Asset Management LLC 13F CIK 2052205 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	551,738	0.46%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
41	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	506,770	0.42%	-281	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	268,700	0.22%	-4,360	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
41.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	189,528	0.16%	+20,401	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
41.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	37,361	0.03%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
41.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	27,094	0.02%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
42	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	455,797	0.38%	-25,000	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	First Eagle Small Cap Opportunity Fund Fund S000072438 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	401,478	0.33%	-15,740	Jul 31, 2026	First Eagle Funds, not summed
43	Kennedy Carly Insider CIK 1920979 · Mar 21, 2026 EVP & General Counsel, issuer-wide, not summed	448,271	0.37%	+21,823	Mar 21, 2026	EVP & General Counsel, issuer-wide, not summed
44	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	446,330	0.37%	-402,509	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	AQR Small Cap Momentum Style Fund Fund S000025644 · Registered fund · Mar 31, 2026 AQR Funds, not summed	21,381	0.02%	—	Mar 31, 2026	AQR Funds, not summed
45	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	418,694	0.35%	-349,014	Jun 30, 2026	carried, not yet filed for the newest quarter
46	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	412,500	0.34%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	408,317	0.34%	+24,863	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	401,849	0.33%	-352,270	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	393,419	0.32%	+15,369	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
50	Rubel Matthew E Insider CIK 1332547 · May 8, 2026 Director, issuer-wide, not summed	385,685	0.32%	—	May 8, 2026	Director, issuer-wide, not summed

13 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.

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Key facts CIK 1822928 CUSIP 43538H103 13F (30d) 15 filings 15 filers Visit website Investor relations