HTH · Hilltop Holdings Inc. · Shareholders & Ownership

$36.66 +0.09 (+0.25%) At close · Oct 27 Q2 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.08B

56.79M

Volume · Oct 27 389.07K Avg daily vol (3M) 294.76K

Every disclosed holder of HTH 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 HTH

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)	243	32,008,522	56.36%	Yes
Insiders (Forms 3, 4, 5)	23	19,104,551	33.64%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	5,675,941	9.99%	Rest
Registered funds (N-PORT, not summed)	269	19,409,644	34.18%	No

Shares outstanding: 56,789,014, 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 HTH

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	Gerald J. Ford 13D CIK 1021572 · Unknown · Oct 16, 2026 Item 4 purpose: Other not summed	15,651,329	27.56%	0	Oct 16, 2026	not summed
1.1	FORD GERALD J Insider CIK 1021572 · Aug 21, 2026 Director, issuer-wide	15,651,329	27.56%	0	Aug 21, 2026	Director, issuer-wide
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,605,966	11.63%	-6,779	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,468,920	4.35%	-31,890	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,120,901	1.97%	+36,620	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	391,285	0.69%	+11,938	Jun 30, 2026	iShares Trust, not summed
2.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	352,767	0.62%	-54,227	Jun 30, 2026	iShares Trust, not summed
2.5	iShares U.S. Small-Cap Equity Factor ETF Fund S000048624 · Registered fund · Jul 31, 2026 iShares Trust, not summed	122,392	0.22%	+9,881	Jul 31, 2026	iShares Trust, not summed
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,615,508	4.61%	-7,668	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	751,828	1.32%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	445,203	0.78%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	286,255	0.50%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	245,953	0.43%	-91	Jul 31, 2026	Dimensional ETF Trust, not summed
3.5	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	150,370	0.26%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,546,898	4.48%	+24,912	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	509,261	0.90%	-2,747	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	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	376,452	0.66%	+477	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	317,728	0.56%	-38,079	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	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	211,822	0.37%	-5,003	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	19,716	0.03%	-1,584	Jun 30, 2026	SPDR SERIES TRUST, not summed
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,467,100	4.34%	-19,475	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,746,720	3.08%	-25,972	Jun 30, 2026	carried, not yet filed for the newest quarter
7	FORD JEREMY B Insider CIK 1258665 · Apr 1, 2026 Director, President & CEO, issuer-wide	1,644,035	2.90%	+697	Apr 1, 2026	Director, President & CEO, issuer-wide
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,214,372	2.14%	-32,100	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,046,610	1.84%	-1,204	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	873,791	1.54%	-17,592	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	725,914	1.28%	+57,920	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	364,288	0.64%	+22,300	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
11.2	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	65,850	0.12%	-2,300	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
11.3	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	62,216	0.11%	-6,118	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
11.4	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	72	0.00%	-5	Jun 30, 2026	Columbia ETF Trust I, not summed
12	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	669,379	1.18%	+51,879	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	303,622	0.53%	+61,720	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
12.2	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	136,171	0.24%	+11,403	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
12.3	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	54,248	0.10%	-631	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
12.4	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	53,320	0.09%	-5,023	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
12.5	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	50,617	0.09%	-671	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
13	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	659,665	1.16%	+154,775	Jun 30, 2026	carried, not yet filed for the newest quarter
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	635,320	1.12%	-69,293	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	201,315	0.35%	-24,367	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
14.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	195,866	0.34%	-4,575	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
14.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	98,374	0.17%	+2,964	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
14.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	52,513	0.09%	-7,305	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
14.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	24,721	0.04%	0	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	622,093	1.10%	-48,817	Jun 30, 2026	carried, not yet filed for the newest quarter
16	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	566,366	1.00%	+39,675	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	343	0.00%	—	Jun 30, 2026	AQR Funds, not summed
17	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	552,707	0.97%	-14,803	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	Feinberg Hill A Insider CIK 1325149 · Mar 10, 2026 Director, issuer-wide	528,700	0.93%	-1,500	Mar 10, 2026	Director, issuer-wide
19	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	512,567	0.90%	-1,902	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	20,508	0.04%	0	Jun 30, 2026	Northern Funds, not summed
19.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	9,248	0.02%	-264	Jun 30, 2026	Northern Funds, not summed
19.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,160	0.01%	-1,219	Jul 31, 2026	FlexShares Trust, not summed
20	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	487,276	0.86%	+21,687	Jun 30, 2026	carried, not yet filed for the newest quarter
21	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	471,676	0.83%	+25,245	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	468,861	0.83%	+5,560	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	461,073	0.81%	+4,984	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	452,391	0.80%	+27,288	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	165,000	0.29%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
24.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	133,800	0.24%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
24.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	53,627	0.09%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
24.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	47,705	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
24.5	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	994	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
25	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	440,233	0.78%	+11,661	Jun 30, 2026	carried, not yet filed for the newest quarter
26	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	430,764	0.76%	+7,679	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	163,700	0.29%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
27	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	365,875	0.64%	+9,640	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	93,300	0.16%	+5,800	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
28	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	363,434	0.64%	-43,911	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	58	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
29	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	337,582	0.59%	-3,268	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	303,862	0.54%	+33,355	May 31, 2026	American Century ETF Trust, not summed
31	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	288,710	0.51%	+2,631	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	89,684	0.16%	+6,372	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
31.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	58,146	0.10%	+1,261	Jul 31, 2026	Principal Funds, Inc, not summed
31.3	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	30,187	0.05%	-2,572	Jul 31, 2026	Principal Funds, Inc, not summed
32	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	286,714	0.50%	-176,402	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	10,889	0.02%	+845	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
32.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	5,078	0.01%	-1,171	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
33	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	269,508	0.47%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
34	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	268,508	0.47%	+4,881	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	267,064	0.47%	+1,333	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	267,064	0.47%	+7,679	Jun 30, 2026	EA Series Trust, not summed
36	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	254,054	0.45%	+47,150	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Freestone Grove Partners LP 13F CIK 2007591 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	246,843	0.43%	-148,360	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	223,426	0.39%	+7,992	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
39	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	212,984	0.38%	+24,000	Jun 30, 2026	carried, not yet filed for the newest quarter
40	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	210,810	0.37%	-880	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	16,270	0.03%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
40.2	Putnam Dynamic Asset Allocation Balanced Fund Fund S000000778 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	11,071	0.02%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
40.3	Putnam Dynamic Asset Allocation Conservative Fund Fund S000000779 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	1,709	0.00%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
40.4	Putnam VT Global Asset Allocation Fund Fund S000003896 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	547	0.00%	0	Jun 30, 2026	Putnam Variable Trust, not summed
41	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	207,452	0.37%	-3,420	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Furr William B Insider CIK 1683821 · Oct 1, 2026 Chief Financial Officer, issuer-wide	197,977	0.35%	+52	Oct 1, 2026	Chief Financial Officer, issuer-wide
43	PRESTIDGE COREY Insider CIK 1397829 · Aug 21, 2026 EVP, General Counsel & Sec., issuer-wide	188,223	0.33%	+699	Aug 21, 2026	EVP, General Counsel & Sec., issuer-wide
44	JPMorgan Small Cap Value Fund Fund S000003899 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	185,041	0.33%	+45,172	Jun 30, 2026	JPMorgan Trust II, not summed
45	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	165,263	0.29%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Old Westbury Small & Mid Cap Strategies Fund Fund S000001857 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	165,032	0.29%	0	Jul 31, 2026	Old Westbury Funds Inc, not summed
46	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	160,460	0.28%	-9,053	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
47	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	153,110	0.27%	+68,806	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	First Trust/Dow Jones Dividend & Income Allocation Portfolio Fund S000036417 · Registered fund · Jun 30, 2026 First Trust Variable Insurance Trust, not summed	68,077	0.12%	—	Jun 30, 2026	First Trust Variable Insurance Trust, not summed
47.2	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	67,484	0.12%	+9,338	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
47.3	First Trust Small Cap Value AlphaDEX Fund Fund S000031807 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	12,326	0.02%	+202	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
47.4	First Trust Horizon Managed Volatility Small/Mid ETF Fund S000068212 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund III, not summed	5,308	0.01%	+612	Jul 31, 2026	First Trust Exchange-Traded Fund III, not summed
47.5	First Trust Active Factor Small Cap ETF Fund S000066790 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	3,334	0.01%	+630	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
48	KING LUTHER CAPITAL MANAGEMENT CORP 13F CIK 310051 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	147,998	0.26%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	LKCM Small Cap Equity Fund Fund S000004604 · Registered fund · Jun 30, 2026 LKCM Funds, not summed	72,049	0.13%	0	Jun 30, 2026	LKCM Funds, not summed
49	TUDOR INVESTMENT CORP ET AL 13F CIK 923093 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	147,173	0.26%	+87,186	Jun 30, 2026	carried, not yet filed for the newest quarter
50	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · May 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	144,417	0.25%	-2,783	May 31, 2026	VANGUARD ADMIRAL FUNDS, not summed

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

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Key facts CIK 1265131 CUSIP 432748101 13F (30d) 53 filings 50 filers Visit website Investor relations