HOMB · Home Bancshares Inc · Shareholders & Ownership

$30.10 -0.05 (-0.17%) At close · Oct 23

S&P 400 member Russell 2000 member Rebalance outlook locked

Market Cap

$6.02B

200.05M

Volume · Oct 23 1.67M Avg daily vol (3M) 1.55M

Every disclosed holder of HOMB 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 HOMB

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)	389	154,017,887	76.99%	Yes
Insiders (Forms 3, 4, 5)	20	13,015,522	6.51%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	33,016,221	16.50%	Rest
Registered funds (N-PORT, not summed)	342	84,710,779	42.34%	No

Shares outstanding: 200,049,630, 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 HOMB

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	25,766,839	12.88%	+1,894,028	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	6,413,260	3.21%	+356,301	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,853,239	2.43%	+230,428	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	1,786,109	0.89%	+171,822	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	938,335	0.47%	+8,355	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	540,719	0.27%	+35,301	Jul 31, 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	11,906,969	5.95%	+963,346	Jun 30, 2026	carried, not yet filed for the newest quarter
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	10,016,469	5.01%	+902,674	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,169,978	1.08%	+457,112	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.2	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	945,703	0.47%	+51,140	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	499,951	0.25%	+15,697	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	287,670	0.14%	+5,145	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	57,852	0.03%	-7,100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,646,530	4.32%	+335,124	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	VANGUARD CAPITAL MANAGEMENT LLC 13G CIK 2100119 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	10,138,493	5.07%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,613,556	4.31%	+567,778	Jun 30, 2026	carried, not yet filed for the newest quarter
6	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,216,830	3.61%	+496,339	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	881,067	0.44%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	858,571	0.43%	+79,948	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6.3	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	771,154	0.39%	+27,646	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	717,675	0.36%	+47,172	Jul 31, 2026	Dimensional ETF Trust, not summed
6.5	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	666,013	0.33%	+37,585	Jul 31, 2026	Dimensional ETF Trust, not summed
7	ALLISON JOHN W Insider CIK 1191010 · Jun 3, 2026 Director, Chairman & CEO, issuer-wide	7,166,908	3.58%	-30,000	Jun 3, 2026	Director, Chairman & CEO, issuer-wide
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,070,311	3.03%	+205,761	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,136,606	2.57%	-551,916	Jun 30, 2026	carried, not yet filed for the newest quarter
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,069,961	2.53%	+308,359	Jun 30, 2026	carried, not yet filed for the newest quarter
11	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	5,001,886	2.50%	-237,272	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
12	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,820,427	2.41%	+3,198,474	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	73,414	0.04%	—	Jun 30, 2026	AQR Funds, not summed
12.2	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	10,364	0.01%	-266	Jun 30, 2026	AQR Funds, not summed
12.3	AQR MS Fusion HV Fund Fund S000093174 · Registered fund · Jun 30, 2026 AQR Funds, not summed	5,048	0.00%	+4,036	Jun 30, 2026	AQR Funds, not summed
12.4	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	1,425	0.00%	—	Jun 30, 2026	AQR Funds, not summed
13	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,451,894	2.23%	-207,940	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Small Cap Value Fund Fund S000005781 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	2,295,000	1.15%	-270,000	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
13.2	Small Cap Dividend Fund Fund S000075489 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	81,679	0.04%	-1,520	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,389,586	2.19%	+84,087	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,757,951	1.88%	+286,344	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	261,212	0.13%	+26,264	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
15.2	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	108,233	0.05%	+7,119	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
15.3	First Trust/Dow Jones Dividend & Income Allocation Portfolio Fund S000036417 · Registered fund · Jun 30, 2026 First Trust Variable Insurance Trust, not summed	90,548	0.05%	+711	Jun 30, 2026	First Trust Variable Insurance Trust, not summed
15.4	First Trust Nasdaq Bank ETF Fund S000053942 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	66,332	0.03%	-15,020	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
15.5	First Trust Mid Cap Value AlphaDEX Fund Fund S000031805 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	34,047	0.02%	+11,507	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
16	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	3,313,935	1.66%	+260,616	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
17	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,779,783	1.39%	+38,206	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,574,125	1.29%	+186,995	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	121,834	0.06%	+7,676	Jun 30, 2026	Northern Funds, not summed
18.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	95,318	0.05%	+8,419	Jun 30, 2026	Northern Funds, not summed
18.3	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	66,396	0.03%	—	Jun 30, 2026	Northern Funds, not summed
18.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	38,236	0.02%	+44	Jul 31, 2026	FlexShares Trust, not summed
18.5	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	21,721	0.01%	-620	Jun 30, 2026	Northern Funds, not summed
19	BARR E S & CO 13F CIK 1040210 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,458,588	1.23%	+12,101	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Copeland Capital Management, LLC 13F CIK 1541743 · Investment adviser · Sep 30, 2026	2,380,723	1.19%	-64,986	Sep 30, 2026
21	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,310,449	1.15%	-201,443	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	1,048,804	0.52%	-238,633	Jun 30, 2026	College Retirement Equities Fund, not summed
21.2	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	280,110	0.14%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
21.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	245,388	0.12%	+22,562	Jul 31, 2026	TIAA-CREF Funds, not summed
21.4	Nuveen Small Cap Value Opportunities Fund Fund S000000606 · Registered fund · Jun 30, 2026 Nuveen Investment Trust, not summed	243,568	0.12%	+55,118	Jun 30, 2026	Nuveen Investment Trust, not summed
21.5	Nuveen Small Cap Select Fund Fund S000005569 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	162,161	0.08%	-20,994	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,263,704	1.13%	+50,934	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	879,425	0.44%	-9,332	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	459,387	0.23%	+45,769	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	413,847	0.21%	-19,042	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	123,831	0.06%	+13,750	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	109,877	0.05%	+1,437	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23	Azora Capital LP 13F CIK 1700272 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,172,583	1.09%	+1,143,241	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,146,116	1.07%	+103,690	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,057,956	1.03%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,722,124	0.86%	-93,485	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,543,548	0.77%	-42,419	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	7,341	0.00%	+797	Jul 31, 2026	BNY Mellon ETF Trust, not summed
28	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,474,456	0.74%	+46,156	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Adcock Robert H Jr Insider CIK 1407509 · Jan 16, 2026 Director, issuer-wide	1,445,267	0.72%	-461	Jan 16, 2026	Director, issuer-wide
30	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	1,441,217	0.72%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
30.1	ROYCE SMALL-CAP TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE SMALL-CAP TRUST, INC., not summed	189,613	0.09%	—	Jun 30, 2026	ROYCE SMALL-CAP TRUST, INC., not summed
31	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,398,058	0.70%	+64,372	Jun 30, 2026	carried, not yet filed for the newest quarter
32	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,343,523	0.67%	-380,047	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	70,027	0.04%	+23,145	Jul 31, 2026	Goldman Sachs Trust, not summed
32.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	37,554	0.02%	-2,298	May 31, 2026	Goldman Sachs ETF Trust, not summed
32.3	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	15,753	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
32.4	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	11,460	0.01%	+514	Jul 31, 2026	Goldman Sachs Trust II, not summed
32.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	5,436	0.00%	-919	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
33	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,276,549	0.64%	-45,297	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Loomis Sayles Small Cap Value Fund Fund S000006647 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS I, not summed	135,655	0.07%	-5,284	Jun 30, 2026	LOOMIS SAYLES FUNDS I, not summed
34	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,251,887	0.63%	+62,607	Jun 30, 2026	carried, not yet filed for the newest quarter
35	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,248,904	0.62%	+347,233	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	ProShares S&P MidCap 400 Dividend Aristocrats ETF Fund S000047884 · Registered fund · May 31, 2026 ProShares Trust, not summed	980,955	0.49%	+109,838	May 31, 2026	ProShares Trust, not summed
35.2	ProShares Russell 2000 High Income ETF Fund S000087688 · Registered fund · May 31, 2026 ProShares Trust, not summed	8,870	0.00%	+703	May 31, 2026	ProShares Trust, not summed
35.3	ProShares UltraPro Russell2000 Fund S000024921 · Registered fund · May 31, 2026 ProShares Trust, not summed	7,019	0.00%	-4,613	May 31, 2026	ProShares Trust, not summed
35.4	ProShares Ultra Russell2000 Fund S000014248 · Registered fund · May 31, 2026 ProShares Trust, not summed	6,938	0.00%	-4,731	May 31, 2026	ProShares Trust, not summed
35.5	ProShares Ultra MidCap400 Fund S000006825 · Registered fund · May 31, 2026 ProShares Trust, not summed	6,323	0.00%	+228	May 31, 2026	ProShares Trust, not summed
36	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,161,772	0.58%	-61,149	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	479	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
37	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,129,050	0.56%	+6,951	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Royce Small-Cap Total Return Fund Fund S000009510 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	693,116	0.35%	-10,885	Jun 30, 2026	ROYCE FUND, not summed
37.2	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	191,671	0.10%	0	Jun 30, 2026	ROYCE FUND, not summed
37.3	Royce SMid-Cap Total Return Fund Fund S000009522 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	23,243	0.01%	-2,431	Jun 30, 2026	ROYCE FUND, not summed
38	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	1,059,885	0.53%	+32,878	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
39	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,052,129	0.53%	-60,101	Jun 30, 2026	carried, not yet filed for the newest quarter
40	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	977,284	0.49%	+188,710	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	968,119	0.48%	+34,372	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
42	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 13F CIK 1009016 · Unknown · Sep 30, 2026	930,188	0.47%	-147,132	Sep 30, 2026
43	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	830,830	0.42%	+458,960	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Touchstone Strategic Trust-Touchstone Small Company Fund Fund S000059011 · Registered fund · Jun 30, 2026 Touchstone Strategic Trust, not summed	827,698	0.41%	+19,545	Jun 30, 2026	Touchstone Strategic Trust, not summed
45	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	826,581	0.41%	+417,186	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	741,378	0.37%	+8,031	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
47	Allison John W II Insider CIK 2106640 · Jun 1, 2026 Director, issuer-wide	714,569	0.36%	-1,520	Jun 1, 2026	Director, issuer-wide
48	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	678,453	0.34%	-196,092	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Bridge Builder Small/Mid Cap Value Fund Fund S000048337 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	646,391	0.32%	+28,028	Jun 30, 2026	Bridge Builder Trust, not summed
50	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	638,954	0.32%	-247,052	Jun 30, 2026	carried, not yet filed for the newest quarter

54 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 1331520 CUSIP 436893200 13F (30d) 81 filings 78 filers Visit website Investor relations