HTLD · Heartland Express Inc · Shareholders & Ownership

$10.09 -0.06 (-0.59%) At close · Nov 6

S&P 600 member Russell 2000 member Rebalance outlook locked

Customer concentration — top 5 customers 32% of revenue

5 customers — 32% of revenue (the year ended December 31, 2025)

“Our five largest customers accounted for approximately 32%, 26%, and 22% of operating revenues for the years ended December 31, 2025, 2024, and 2023, respectively.”

One customer — 10% of revenue (the year ended December 31, 2025)

“There was one customer that exceeded 10% of operating revenues for the year ended December 31, 2025.”

5 customers — 26% of revenue (the year ended December 31, 2024)

“Our five largest customers accounted for approximately 32%, 26%, and 22% of operating revenues for the years ended December 31, 2025, 2024, and 2023, respectively.”

5 customers — 29% of receivables (as of December 31, 2025)

“Our five largest customers accounted for approximately 29% of gross accounts receivable as of December 31, 2025 and 2024.”

One customer — 10% of receivables (as of December 31, 2025)

“This customer had accounts receivable of $8.9 million as of December 31, 2025 and was the only customer that exceeded 10% of gross accounts receivable.”

5 customers — 29% of receivables (as of December 31, 2024)

“Our five largest customers accounted for approximately 29% of gross accounts receivable as of December 31, 2025 and 2024.”

View the 10-K filed Mar 3, 2026

Market Cap

$780.29M

77.33M

Volume · Nov 6 468.25K Avg daily vol (3M) 714.86K

Every disclosed holder of HTLD 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 HTLD

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)	201	38,687,329	50.03%	Yes
Insiders (Forms 3, 4, 5)	11	55,416,460	71.66%	Yes
13D/G-only blocks	1	21,911,574	28.33%	Yes
Remaining	—	38,682,752	-50.02%	Negative
Registered funds (N-PORT, not summed)	232	20,214,010	26.14%	No

Shares outstanding: 77,332,611, 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 HTLD

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	GERDIN MICHAEL J Insider CIK 1212393 · May 19, 2026 Director, Chief Executive Officer, 10% Owner, issuer-wide	32,132,162	41.55%	0	May 19, 2026	Director, Chief Executive Officer, 10% Owner, issuer-wide
1.1	GERDIN MICHAEL J 13D CIK 1212393 · Unknown · May 5, 2025 Item 4 purpose: Passive investment not summed	31,953,890	41.32%	+695,960	May 5, 2025	not summed
2	Ann S. Gerdin Revocable Trust Insider CIK 1664211 · May 19, 2026 10% Owner, issuer-wide	23,164,498	29.95%	+4,474,456	May 19, 2026	10% Owner, issuer-wide
3	Janssen Angela K 13G CIK 1483283 · Unknown · Jun 30, 2026 Rule 13d-1(d), exempt investor	21,911,574	28.33%	+4,474,956	Jun 30, 2026	Rule 13d-1(d), exempt investor
4	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,867,465	8.88%	+76,125	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,755,028	3.56%	+14,394	Jun 30, 2026	iShares Trust, not summed
4.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,006,609	1.30%	-42,101	Jun 30, 2026	iShares Trust, not summed
4.3	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	396,233	0.51%	-55,377	Jun 30, 2026	iShares Trust, not summed
4.4	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	369,460	0.48%	-10,664	Jun 30, 2026	iShares Trust, not summed
4.5	iShares U.S. Transportation ETF Fund S000004331 · Registered fund · Jul 31, 2026 iShares Trust, not summed	130,176	0.17%	-2,115	Jul 31, 2026	iShares Trust, not summed
5	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	4,156,817	5.38%	+153,251	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	1,038,860	1.34%	+35,335	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	511,976	0.66%	-1,763	Jul 31, 2026	Dimensional ETF Trust, not summed
5.3	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	450,603	0.58%	+45,171	Jul 31, 2026	Dimensional ETF Trust, not summed
5.4	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	446,393	0.58%	+31,867	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	279,899	0.36%	+1,600	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,067,376	2.67%	-175,056	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	1,979,911	2.56%	-85,955	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	417,017	0.54%	-2,177	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	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	239,417	0.31%	-10,737	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street(R) SPDR(R) S&P(R) Transportation ETF Fund S000012324 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	153,863	0.20%	-85,875	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	45,251	0.06%	-39,106	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	15,755	0.02%	+1,000	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,735,169	2.24%	-95,174	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Small Cap Dividend Fund Fund S000075489 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	101,940	0.13%	+43,797	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,493,433	1.93%	-190,200	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,374,534	1.78%	+785,724	Jun 30, 2026	carried, not yet filed for the newest quarter
11	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,371,702	1.77%	-68,432	Jun 30, 2026	carried, not yet filed for the newest quarter
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	1,318,959	1.71%	+144,357	Sep 30, 2026
13	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,096,054	1.42%	+112,563	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	708,516	0.92%	+43,100	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
13.2	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	128,224	0.17%	-3,600	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
13.3	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	65,551	0.08%	-2,657	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
13.4	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	78	0.00%	+8	Jun 30, 2026	Columbia ETF Trust I, not summed
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	973,500	1.26%	-116,050	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	320,621	0.41%	-41,036	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	216,275	0.28%	-1,968	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	94,457	0.12%	-2,444	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	83,636	0.11%	-12,579	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	31,679	0.04%	+443	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15	Wallace Capital Management Inc. 13F CIK 1459754 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	965,007	1.25%	-6,060	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Sep 30, 2026	843,895	1.09%	+485,890	Sep 30, 2026
16.1	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	81,595	0.11%	—	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
16.2	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	6,332	0.01%	—	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
17	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	819,448	1.06%	+7,804	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · Aug 31, 2026 American Century ETF Trust, not summed	675,436	0.87%	-694,266	Aug 31, 2026	American Century ETF Trust, not summed
19	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	533,534	0.69%	+25,740	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	177,116	0.23%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
20	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	524,612	0.68%	+22,456	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	493,746	0.64%	+23,029	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	487	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
22	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	491,186	0.64%	-139,495	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	79,958	0.10%	+5,882	Jul 31, 2026	Goldman Sachs Trust, not summed
22.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	48,215	0.06%	-9,273	Jul 31, 2026	Goldman Sachs Trust, not summed
22.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	37,125	0.05%	+2,041	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
22.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	8,714	0.01%	-2,865	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
22.5	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	7,549	0.01%	-13,843	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
23	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	485,506	0.63%	+436,333	Jun 30, 2026	carried, not yet filed for the newest quarter
24	EVR Research LP 13F CIK 1843019 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	480,000	0.62%	+150,000	Jun 30, 2026	carried, not yet filed for the newest quarter
25	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	468,578	0.61%	+468,578	Jun 30, 2026	carried, not yet filed for the newest quarter
26	DEAN INVESTMENT ASSOCIATES, LLC 13F CIK 846797 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	458,623	0.59%	+110,092	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	DEAN SMALL CAP VALUE Fund S000016035 · Registered fund · Jun 30, 2026 Unified Series Trust, not summed	455,819	0.59%	+109,343	Jun 30, 2026	Unified Series Trust, not summed
27	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	444,818	0.58%	-4,467	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	19,413	0.03%	+368	Jun 30, 2026	Northern Funds, not summed
27.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	9,506	0.01%	-405	Jun 30, 2026	Northern Funds, not summed
28	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	432,034	0.56%	+310,247	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	279,820	0.36%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
28.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	63,440	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
28.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	50,847	0.07%	-4,314	Jul 31, 2026	TIAA-CREF Funds, not summed
28.4	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	5,776	0.01%	—	Jun 30, 2026	TIAA-CREF Life Funds, not summed
28.5	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	1,188	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
29	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	380,401	0.49%	-21,862	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	356,418	0.46%	+25,740	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	356,418	0.46%	+25,740	Jun 30, 2026	EA Series Trust, not summed
31	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	350,290	0.45%	-74,594	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Invesco S&P Smallcap 600 Pure Value ETF Fund S000060800 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	158,892	0.21%	+2,738	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
31.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	72,601	0.09%	-15,535	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
31.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	63,031	0.08%	-28,927	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
31.4	Invesco S&P SmallCap Industrials ETF Fund S000028300 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	26,840	0.03%	-626	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
31.5	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	6,891	0.01%	-1,015	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
32	Dean Capital Management 13F CIK 1455468 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	332,689	0.43%	+88,606	Jun 30, 2026	carried, not yet filed for the newest quarter
33	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 13F CIK 1238990 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	331,765	0.43%	+1,000	Jun 30, 2026	carried, not yet filed for the newest quarter
34	GATE CITY CAPITAL MANAGEMENT, LLC 13F CIK 1705447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	320,299	0.41%	-1,258,335	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	299,707	0.39%	-13,416	Jun 30, 2026	carried, not yet filed for the newest quarter
36	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	297,158	0.38%	+63,662	Jun 30, 2026	carried, not yet filed for the newest quarter
37	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	294,811	0.38%	-244,581	Jun 30, 2026	carried, not yet filed for the newest quarter
38	PHOENIX ASSET MANAGEMENT PARTNERS Ltd 13F CIK 1685660 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	272,419	0.35%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Column Small Cap Select Fund Fund S000082920 · Registered fund · Aug 31, 2026 Trust for Professional Managers, not summed	257,518	0.33%	—	Aug 31, 2026	Trust for Professional Managers, not summed
40	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	250,579	0.32%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
41	Lesa Sroufe & Co 13F CIK 1492162 · Registered investment adviser · Sep 30, 2026	237,475	0.31%	-254	Sep 30, 2026
42	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	232,175	0.30%	-15,249	Sep 30, 2026
43	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	222,430	0.29%	-2,905	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
44	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Sep 30, 2026	217,713	0.28%	-3,108	Sep 30, 2026
44.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	33,684	0.04%	-2,231	Jul 31, 2026	Principal Funds, Inc, not summed
44.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	2,594	0.00%	+1,145	Jul 31, 2026	Principal Funds, Inc, not summed
45	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	204,308	0.26%	+7,409	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Franklin U.S. Small Cap Multifactor Index ETF Fund S000057202 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	3,129	0.00%	-391	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
46	Calamos Timpani Small Cap Growth Fund Fund S000065224 · Registered fund · Jul 31, 2026 CALAMOS INVESTMENT TRUST/IL, not summed	187,882	0.24%	—	Jul 31, 2026	CALAMOS INVESTMENT TRUST/IL, not summed
47	Legato Capital Management LLC 13F CIK 1442641 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	173,484	0.22%	+46,194	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · Aug 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	163,818	0.21%	+6,353	Aug 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
49	Pullen Investment Management, LLC 13F CIK 2011668 · Registered investment adviser · Sep 30, 2026	163,250	0.21%	+94,048	Sep 30, 2026
50	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	162,564	0.21%	+162,564	Jun 30, 2026	carried, not yet filed for the newest quarter

34 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 799233 CUSIP 422347104 13F (30d) 88 filings 76 filers Visit website Investor relations