HTO · H2o America · Shareholders & Ownership

$57.01 +0.14 (+0.25%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.38B

41.84M

Volume · Oct 21 77.69K Avg daily vol (3M) 441.84K

Every disclosed holder of HTO 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 HTO

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)	329	44,018,066	105.21%	Yes
Insiders (Forms 3, 4, 5)	20	4,867,239	11.63%	Yes
13D/G-only blocks	1	2,552,000	6.10%	Yes
Remaining	—	9,597,058	-22.94%	Negative
Registered funds (N-PORT, not summed)	257	14,546,627	34.77%	No

Shares outstanding: 41,840,247, 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 HTO

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	7,106,413	16.98%	+688,680	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,612,895	15.81%	+581,692	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,369,880	5.66%	+127,409	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	918,315	2.19%	+101,988	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	338,610	0.81%	-26,097	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	333,900	0.80%	+48,316	Jun 30, 2026	iShares Trust, not summed
2	ATLAS Infrastructure Partners (UK) Ltd. 13G CIK 1924953 · Registered investment adviser · Sep 21, 2026 Rule 13d-1(b), qualified institution, not summed	4,675,469	11.17%	+60,204	Sep 21, 2026	Rule 13d-1(b), qualified institution, not summed
2.1	ATLAS Infrastructure Partners (UK) Ltd. Insider CIK 1924953 · Jul 7, 2026 10% Owner, issuer-wide, not summed	4,615,265	11.03%	+2,784	Jul 7, 2026	10% Owner, issuer-wide, not summed
2.2	ATLAS Infrastructure Partners (UK) Ltd. 13F CIK 1924953 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,612,035	11.02%	+79,951	Jun 30, 2026	carried, not yet filed for the newest quarter
3	GIP ATLAS Holdings Ltd Insider CIK 2131211 · Apr 10, 2026 10% Owner, issuer-wide	4,582,469	10.95%	+59,385	Apr 10, 2026	10% Owner, issuer-wide
4	Melinda C. Moss 13G CIK 1965732 · Unknown · Dec 31, 2023 Rule 13d-1(c), passive investor	2,552,000	6.10%	—	Dec 31, 2023	Rule 13d-1(c), passive investor
5	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,995,839	4.77%	+382,268	Jun 30, 2026	carried, not yet filed for the newest quarter
6	ANTIPODES PARTNERS Ltd 13F CIK 1652442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,759,602	4.21%	-489,427	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,574,377	3.76%	-112,876	Jun 30, 2026	carried, not yet filed for the newest quarter
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,554,683	3.72%	+123,532	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	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	361,698	0.86%	+24,111	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	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	202,868	0.48%	+7,251	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	11,587	0.03%	+100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.4	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	7,316	0.02%	+78	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.5	State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF Fund S000033831 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	947	0.00%	+169	Jun 30, 2026	SPDR SERIES TRUST, not summed
9	Cerity Partners LLC 13F CIK 1566475 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,307,227	3.12%	-2,452	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,263,898	3.02%	+94,820	Jun 30, 2026	carried, not yet filed for the newest quarter
11	SOROS FUND MANAGEMENT LLC 13F CIK 1029160 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,254,368	3.00%	+25,621	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,168,734	2.79%	+256,839	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Victory Sycamore Small Company Opportunity Fund Fund S000000800 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	575,000	1.37%	+215,000	Jun 30, 2026	Victory Portfolios, not summed
12.2	Victory RS Partners Fund Fund S000053561 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	184,650	0.44%	+13,490	Jun 30, 2026	Victory Portfolios, not summed
12.3	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	159,796	0.38%	+7,113	Jun 30, 2026	Victory Portfolios II, not summed
12.4	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	26,530	0.06%	-1,290	Jul 31, 2026	Victory Portfolios III, not summed
12.5	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	4,511	0.01%	+104	Jul 31, 2026	Victory Portfolios III, not summed
13	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,105,367	2.64%	-51,585	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	KBI GLOBAL INVESTORS AQUARIUS FUND Fund S000063187 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE III, not summed	14,227	0.03%	-8,485	Jul 31, 2026	ADVISORS' INNER CIRCLE III, not summed
14	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,064,045	2.54%	-142,233	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	992,465	2.37%	+95,389	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Yaupon Capital Management LP 13F CIK 1755028 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	851,846	2.04%	-43,589	Jun 30, 2026	carried, not yet filed for the newest quarter
17	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	806,493	1.93%	+556,161	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	776,317	1.86%	+75,722	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Invesco S&P Global Water Index ETF Fund S000060819 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	278,387	0.67%	-39,858	Jul 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
18.2	Invesco Water Resources ETF Fund S000003048 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	275,182	0.66%	+1,986	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
18.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	44,484	0.11%	+1,113	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
18.4	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	34,851	0.08%	-5,616	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
18.5	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	15,858	0.04%	-2,972	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
19	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	714,601	1.71%	+9,256	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	162,672	0.39%	+623	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
19.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	141,548	0.34%	+2,486	Jul 31, 2026	Dimensional ETF Trust, not summed
19.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	127,655	0.31%	+749	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
19.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	41,937	0.10%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
19.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	38,156	0.09%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20	KBC Group NV 13F CIK 1411133 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	610,164	1.46%	+17,003	Jun 30, 2026	carried, not yet filed for the newest quarter
21	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	589,652	1.41%	-191,549	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	37	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
22	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	571,546	1.37%	+28,064	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Resolution Capital Ltd 13F CIK 1612389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	515,795	1.23%	+33,335	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Zimmer Partners, LP 13F CIK 1565854 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	513,500	1.23%	-487,500	Jun 30, 2026	carried, not yet filed for the newest quarter
25	BARROW HANLEY MEWHINNEY & STRAUSS LLC 13F CIK 313028 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	504,368	1.21%	+94,718	Jun 30, 2026	carried, not yet filed for the newest quarter
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	503,037	1.20%	+20,867	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	178,539	0.43%	+16,564	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	94,107	0.22%	-4,400	May 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	86,042	0.21%	+12,852	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	27,531	0.07%	+2,534	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	24,707	0.06%	+3,916	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	494,524	1.18%	-92,416	Jun 30, 2026	carried, not yet filed for the newest quarter
28	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	490,833	1.17%	-41,154	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	First Trust Water ETF Fund S000017178 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	446,884	1.07%	-7,833	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
28.2	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	43,064	0.10%	+19,462	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
28.3	First Trust Small Cap Value AlphaDEX Fund Fund S000031807 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	11,576	0.03%	+4,171	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
28.4	First Trust Multi Cap Value AlphaDEX Fund Fund S000017342 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	2,002	0.00%	+850	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
28.5	First Trust Horizon Managed Volatility Small/Mid ETF Fund S000068212 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund III, not summed	842	0.00%	+97	Jul 31, 2026	First Trust Exchange-Traded Fund III, not summed
29	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	450,813	1.08%	+35,111	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	436,328	1.04%	+94,285	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Goldman Sachs Multi-Manager Real Assets Strategy Fund Fund S000049147 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	26,840	0.06%	-31,188	Jul 31, 2026	Goldman Sachs Trust II, not summed
30.2	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	14,975	0.04%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
30.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	4,638	0.01%	+292	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
31	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	415,397	0.99%	+42,087	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	17,934	0.04%	+2,686	Jun 30, 2026	Northern Funds, not summed
31.2	FlexShares STOXX Global Broad Infrastructure Index Fund Fund S000042071 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	14,736	0.04%	-112	Jul 31, 2026	FlexShares Trust, not summed
31.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,495	0.01%	-100	Jun 30, 2026	Northern Funds, not summed
31.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,078	0.01%	+152	Jul 31, 2026	FlexShares Trust, not summed
32	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	337,662	0.81%	+105,570	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	161,032	0.38%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
32.2	Nuveen Small Cap Value Opportunities Fund Fund S000000606 · Registered fund · Jun 30, 2026 Nuveen Investment Trust, not summed	65,943	0.16%	—	Jun 30, 2026	Nuveen Investment Trust, not summed
32.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	46,957	0.11%	+8,777	Jul 31, 2026	TIAA-CREF Funds, not summed
32.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	27,689	0.07%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
32.5	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	466	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
33	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	315,073	0.75%	+287,448	Jun 30, 2026	carried, not yet filed for the newest quarter
34	COHEN & STEERS, INC. 13F CIK 1284812 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	310,870	0.74%	-1,297,094	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD UTILITIES INDEX FUND Fund S000004445 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	255,884	0.61%	+27,733	May 31, 2026	VANGUARD WORLD FUND, not summed
36	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	253,621	0.61%	+12,665	Jun 30, 2026	carried, not yet filed for the newest quarter
37	MIROVA 13F CIK 1767843 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	244,550	0.58%	+49,304	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	222,451	0.53%	+12,622	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
39	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	215,916	0.52%	+44,264	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	206,376	0.49%	+16,187	Jun 30, 2026	carried, not yet filed for the newest quarter
41	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	189,995	0.45%	+8,583	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	30,805	0.07%	+1,265	Jul 31, 2026	Principal Funds, Inc, not summed
41.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	28,977	0.07%	-387	Jul 31, 2026	Principal Funds, Inc, not summed
42	BW Gestao de Investimentos Ltda. 13F CIK 1568280 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	185,806	0.44%	-35,135	Jun 30, 2026	carried, not yet filed for the newest quarter
43	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	183,553	0.44%	+700	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	46,900	0.11%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
44	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	176,992	0.42%	-87,895	Jun 30, 2026	carried, not yet filed for the newest quarter
45	DUFF & PHELPS INVESTMENT MANAGEMENT CO 13F CIK 765443 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	175,972	0.42%	+64,177	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Virtus Duff & Phelps Water Fund Fund S000021463 · Registered fund · Jun 30, 2026 Virtus Strategy Trust, not summed	175,942	0.42%	+64,165	Jun 30, 2026	Virtus Strategy Trust, not summed
47	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	171,364	0.41%	+6,122	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
48	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	170,225	0.41%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
49	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	170,129	0.41%	+64,487	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Ausbil Investment Management Ltd 13F CIK 1966036 · Registered investment adviser · Sep 30, 2026	169,944	0.41%	-33,084	Sep 30, 2026

33 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 766829 CUSIP 784305104 13F (30d) 45 filings 45 filers Visit website Investor relations