HMN · Horace Mann Educators Corp · Shareholders & Ownership

$53.13 -0.13 (-0.23%) Play latest call Q3 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.16B

40.52M

Volume · Nov 9 8273 Avg daily vol (3M) 301.92K

Every disclosed holder of HMN 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 HMN

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)	262	42,254,878	104.28%	Yes
Insiders (Forms 3, 4, 5)	18	632,870	1.56%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	2,369,006	-5.85%	Negative
Registered funds (N-PORT, not summed)	297	25,990,527	64.14%	No

Shares outstanding: 40,518,742, 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 HMN

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	5,885,884	14.53%	-10,310	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	2,429,168	6.00%	-30,392	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,051,225	2.59%	+48,134	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	353,091	0.87%	0	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	189,940	0.47%	+8,118	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	166,708	0.41%	-22,805	Jun 30, 2026	iShares Trust, not summed
2	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,026,656	7.47%	+27,180	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Franklin Small Cap Value Fund Fund S000007356 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	1,566,707	3.87%	-198,515	Jul 31, 2026	Franklin Value Investors Trust, not summed
2.2	Franklin Small Cap Value VIP Fund Fund S000007315 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	510,774	1.26%	0	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
2.3	Putnam Small Cap Value Fund Fund S000003854 · Registered fund · Aug 31, 2026 Putnam Investment Funds, not summed	64,131	0.16%	+10,800	Aug 31, 2026	Putnam Investment Funds, not summed
2.4	Putnam VT Small Cap Value Fund Fund S000003888 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	24,500	0.06%	+3,700	Jun 30, 2026	Putnam Variable Trust, not summed
2.5	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	3,372	0.01%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,844,088	7.02%	+2,404	Jun 30, 2026	carried, not yet filed for the newest quarter
4	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,638,462	6.51%	+74,588	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	T. Rowe Price Mid-Cap Value Fund, Inc. Fund S000002103 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed	1,384,109	3.42%	-24,885	Jun 30, 2026	T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed
4.2	T. Rowe Price Total Equity Market Index Fund Fund S000002091 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	9,819	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
4.3	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	8,351	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
4.4	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	6,146	0.02%	+1,223	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
5	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	2,299,177	5.67%	+69,687	Sep 30, 2026
5.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	313,004	0.77%	+7,381	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	290,708	0.72%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	271,796	0.67%	-1,472	Jul 31, 2026	Dimensional ETF Trust, not summed
5.4	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	227,243	0.56%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	181,953	0.45%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,915,839	4.73%	-69,667	Jun 30, 2026	carried, not yet filed for the newest quarter
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,870,047	4.62%	+141,309	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	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	371,332	0.92%	+4,024	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	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	118,362	0.29%	+6,707	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	103,223	0.25%	-1,571	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	31,000	0.08%	-1,833	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.5	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	23,664	0.06%	-611	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
8	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,820,168	4.49%	-4,536	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Undiscovered Managers Behavioral Value Fund Fund S000004186 · Registered fund · Jun 30, 2026 UNDISCOVERED MANAGERS FUNDS, not summed	1,566,647	3.87%	-58,600	Jun 30, 2026	UNDISCOVERED MANAGERS FUNDS, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,286,338	3.17%	-15,114	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	1,270,636	3.14%	-130,391	Sep 30, 2026
11.1	Wasatch Small Cap Value Fund Fund S000000878 · Registered fund · Sep 30, 2026 WASATCH FUNDS TRUST, not summed	493,106	1.22%	-69,461	Sep 30, 2026	WASATCH FUNDS TRUST, not summed
12	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,247,802	3.08%	+271,569	Jun 30, 2026	carried, not yet filed for the newest quarter
13	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,122,824	2.77%	-4,007	Jun 30, 2026	carried, not yet filed for the newest quarter
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	1,099,894	2.71%	-4,436	Sep 30, 2026
15	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · Aug 31, 2026 American Century ETF Trust, not summed	1,049,576	2.59%	+144,740	Aug 31, 2026	American Century ETF Trust, not summed
16	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	925,432	2.28%	-12,167	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	875,342	2.16%	+44,571	Jun 30, 2026	carried, not yet filed for the newest quarter
18	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	829,104	2.05%	+22,249	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Brown Advisory Small-Cap Fundamental Value Fund Fund S000038484 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	366,141	0.90%	-6,467	Jun 30, 2026	Brown Advisory Funds, not summed
18.2	Brown Advisory Sustainable Small-Cap Core Fund Fund S000072895 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	32,925	0.08%	+6,395	Jun 30, 2026	Brown Advisory Funds, not summed
19	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	822,950	2.03%	+91,518	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	154,324	0.38%	-3,353	Jun 30, 2026	AB CAP FUND, INC., not summed
19.2	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	89,460	0.22%	-7,280	Jun 30, 2026	Bernstein Fund Inc, not summed
20	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	698,822	1.72%	+41,808	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	272,541	0.67%	+16,600	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
20.2	Columbia Small Cap Value and Inflection Fund Fund S000010793 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	167,310	0.41%	-1,400	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
20.3	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	57,897	0.14%	-2,836	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
20.4	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	49,314	0.12%	-1,700	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
20.5	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	74	0.00%	+1	Jun 30, 2026	Columbia ETF Trust I, not summed
21	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	617,784	1.52%	-8,528	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	586,647	1.45%	-10,640	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	567,019	1.40%	+63,490	Jun 30, 2026	carried, not yet filed for the newest quarter
24	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	549,837	1.36%	+10,580	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Hotchkis and Wiley Small Cap Value Fund Fund S000006215 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	120,600	0.30%	+4,100	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
24.2	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	59,214	0.15%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
25	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	522,019	1.29%	+47,627	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	256,196	0.63%	+52,093	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25.2	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	108,020	0.27%	+15,803	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25.3	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	48,660	0.12%	-2,579	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
25.4	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	46,017	0.11%	+1,123	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
25.5	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	34,639	0.09%	-3,780	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	517,326	1.28%	-9,759	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	191,768	0.47%	-3,017	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	102,635	0.25%	-936	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	99,099	0.24%	+9,926	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	26,773	0.07%	-581	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	24,977	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	486,975	1.20%	+44,254	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	42	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
28	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	463,760	1.14%	+10,940	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	463,430	1.14%	+29,925	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	20,590	0.05%	+1,979	Jun 30, 2026	Northern Funds, not summed
29.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	7,612	0.02%	+374	Jul 31, 2026	FlexShares Trust, not summed
29.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,756	0.01%	-153	Jun 30, 2026	Northern Funds, not summed
30	Bragg Financial Advisors, Inc 13F CIK 1327055 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	454,836	1.12%	-540	Jun 30, 2026	carried, not yet filed for the newest quarter
31	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	428,417	1.06%	+1,159	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Harbor Small Cap Value Fund Fund S000000689 · Registered fund · Jul 31, 2026 HARBOR FUNDS, not summed	379,963	0.94%	-13,569	Jul 31, 2026	HARBOR FUNDS, not summed
33	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	375,255	0.93%	-13,153	Sep 30, 2026
34	FPA Queens Road Small Cap Value Fund Fund S000080694 · Registered fund · Aug 31, 2026 Investment Managers Series Trust III, not summed	372,664	0.92%	-43,168	Aug 31, 2026	Investment Managers Series Trust III, not summed
35	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	319,332	0.79%	-17,444	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	122,000	0.30%	-20,000	Jun 30, 2026	Bridgeway Funds, Inc., not summed
36	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	316,047	0.78%	+95,679	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	13,414	0.03%	+737	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
36.2	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	13,319	0.03%	-1,352	Jul 31, 2026	Goldman Sachs Trust II, not summed
36.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	4,790	0.01%	-462	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
37	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	306,168	0.76%	+35,928	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	445,034	1.10%	+41,556	Jul 31, 2026	Fidelity Salem Street Trust, not summed
37.2	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	244,678	0.60%	+34,761	Jun 30, 2026	Fidelity Covington Trust, not summed
37.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	199,908	0.49%	-12,352	Aug 31, 2026	Fidelity Concord Street Trust, not summed
37.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	79,874	0.20%	+4,570	Aug 31, 2026	Fidelity Concord Street Trust, not summed
37.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	64,613	0.16%	+2,690	Aug 31, 2026	Fidelity Concord Street Trust, not summed
38	ZURAITIS MARITA Insider CIK 1198960 · Nov 2, 2026 Director, President & CEO, issuer-wide	286,384	0.71%	-7,500	Nov 2, 2026	Director, President & CEO, issuer-wide
39	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Sep 30, 2026	270,147	0.67%	+9,730	Sep 30, 2026
39.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	64,509	0.16%	+4,602	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
39.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	38,707	0.10%	+1,370	Jul 31, 2026	Principal Funds, Inc, not summed
39.3	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	29,752	0.07%	-2,227	Jul 31, 2026	Principal Funds, Inc, not summed
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	268,014	0.66%	+4,477	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	262,452	0.65%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
42	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	233,618	0.58%	+24,096	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
43	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	228,394	0.56%	-428	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
44	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	212,588	0.52%	+919	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	6,336	0.02%	0	Jun 30, 2026	AQR Funds, not summed
45	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	204,611	0.51%	+118,236	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	197,332	0.49%	+2,556	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	197,332	0.49%	+2,556	Jun 30, 2026	EA Series Trust, not summed
47	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Sep 30, 2026	197,164	0.49%	+54,614	Sep 30, 2026
47.1	ProShares Russell 2000 Dividend Growers ETF Fund S000047885 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	143,882	0.36%	+10	Aug 31, 2026	ProShares Trust, not summed
47.2	ProShares Russell 2000 High Income ETF Fund S000087688 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	2,331	0.01%	+413	Aug 31, 2026	ProShares Trust, not summed
47.3	ProShares UltraPro Russell2000 Fund S000024921 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	1,655	0.00%	+137	Aug 31, 2026	ProShares Trust, not summed
47.4	ProShares Ultra Russell2000 Fund S000014248 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	1,273	0.00%	-228	Aug 31, 2026	ProShares Trust, not summed
47.5	ProShares Ultra SmallCap600 Fund S000014259 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	483	0.00%	-4	Aug 31, 2026	ProShares Trust, not summed
48	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	172,425	0.43%	+89,411	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	First Trust Small Cap Growth AlphaDEX Fund Fund S000031806 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	100,022	0.25%	+19,490	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
48.2	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	33,779	0.08%	+1,334	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
48.3	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	9,061	0.02%	+1,552	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
48.4	First Trust Horizon Managed Volatility Small/Mid ETF Fund S000068212 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund III, not summed	6,024	0.01%	+695	Jul 31, 2026	First Trust Exchange-Traded Fund III, not summed
48.5	First Trust Small Cap BuyWrite Income ETF Fund S000090516 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	1,847	0.00%	+388	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
49	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	162,397	0.40%	+3,241	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
50	AMG GW&K Small Cap Core Fund Fund S000023782 · Registered fund · Jun 30, 2026 AMG Funds, not summed	151,636	0.37%	-5,707	Jun 30, 2026	AMG Funds, not summed

64 more nested rows are not shown here; Every filing lists them all.

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Key facts CIK 850141 CUSIP 440327104 13F (30d) 124 filings 98 filers Visit website Investor relations