HVT · Haverty Furniture Companies Inc · Shareholders & Ownership

$29.67 +1.13 (+3.96%)

Russell 2000 member Rebalance outlook locked

Market Cap

$445.04M

15.59M

Volume · Oct 22 82.59K Avg daily vol (3M) 124.51K

Every disclosed holder of HVT 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 HVT

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)	145	12,635,631	81.03%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	1	628,255	4.03%	Yes
Remaining	—	2,329,740	14.94%	Rest
Registered funds (N-PORT, not summed)	183	5,423,079	34.78%	No

Shares outstanding: 15,593,626, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

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 HVT

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	PZENA INVESTMENT MANAGEMENT LLC 13F CIK 1027796 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,563,451	10.03%	+103,303	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	Pzena Small Cap Value Fund Fund S000053713 · Registered fund · May 31, 2026 Advisors Series Trust, not summed	56,037	0.36%	0	May 31, 2026	Advisors Series Trust, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,532,639	9.83%	+121,951	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	367,729	2.36%	+37,847	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	125,547	0.81%	+10,520	Jun 30, 2026	iShares Trust, not summed
2.3	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	104,886	0.67%	-1,461	May 29, 2026	BlackRock Funds, not summed
2.4	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	46,339	0.30%	+12,326	Jun 30, 2026	iShares Trust, not summed
2.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	27,662	0.18%	+4,607	Jun 30, 2026	Quantitative Master Series LLC, not summed
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 Classes HVT, HVT-A, carried, not yet filed for the newest quarter	976,105	6.26%	-4,946	Jun 30, 2026	Classes HVT, HVT-A, 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	218,452	1.40%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	109,550	0.70%	-697	Jul 31, 2026	Dimensional ETF Trust, not summed
3.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	109,002	0.70%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.4	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	81,285	0.52%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.5	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	76,285	0.49%	+859	Jul 31, 2026	Dimensional ETF Trust, not summed
4	SMITH CLARENCE H Insider CIK 1209399 · Aug 17, 2026 Director, issuer-wide, not summed	839,927	5.39%	-20,991	Aug 17, 2026	Director, issuer-wide, not summed
5	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	679,713	4.36%	-40,117	Jun 30, 2026	carried, not yet filed for the newest quarter
6	BURTON PARTNERSHIP L P 13G CIK 1019273 · Unknown · Jun 17, 2026 Rule 13d-1(c), passive investor	628,255	4.03%	—	Jun 17, 2026	Rule 13d-1(c), passive investor
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	592,696	3.80%	+496	Jun 30, 2026	carried, not yet filed for the newest quarter
8	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	572,731	3.67%	+31,997	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	479,359	3.07%	+26,971	May 31, 2026	American Century ETF Trust, not summed
10	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	475,370	3.05%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	33,600	0.22%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	422,808	2.71%	0	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	Cambria Investment Management, L.P. 13F CIK 1529389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	373,803	2.40%	-72,223	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Cambria Shareholder Yield ETF Fund S000037634 · Registered fund · Jul 31, 2026 Cambria ETF Trust, not summed	366,199	2.35%	-67,371	Jul 31, 2026	Cambria ETF Trust, not summed
12.2	Cambria Micro and SmallCap Shareholder Yield ETF Fund S000083494 · Registered fund · Jul 31, 2026 Cambria ETF Trust, not summed	12,859	0.08%	+2,201	Jul 31, 2026	Cambria ETF Trust, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 Classes HVT, HVT-A, carried, not yet filed for the newest quarter	372,576	2.39%	+42,977	Jun 30, 2026	Classes HVT, HVT-A, carried, not yet filed for the newest quarter
14	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	334,359	2.14%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
15	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	322,612	2.07%	+18,816	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	4,605	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
15.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	340	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
16	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	318,051	2.04%	-34,470	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	79,500	0.51%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
17	Kanen Wealth Management LLC 13F CIK 1681614 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	291,400	1.87%	+291,400	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Philotimo Focused Growth & Income Fund S000071684 · Registered fund · Jun 30, 2026 World Funds Trust, not summed	280,000	1.80%	+279,719	Jun 30, 2026	World Funds Trust, not summed
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	255,905	1.64%	-69,934	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	149,070	0.96%	-64,733	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	66,578	0.43%	-872	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	32,866	0.21%	+3,086	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	29,572	0.19%	-10,516	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	8,044	0.05%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	237,276	1.52%	+19,282	Jun 30, 2026	carried, not yet filed for the newest quarter
21	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	204,502	1.31%	-34,246	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	61,569	0.39%	+9,720	Jul 31, 2026	Goldman Sachs Trust, not summed
21.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	20,207	0.13%	+270	May 31, 2026	Goldman Sachs ETF Trust, not summed
21.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	11,930	0.08%	+6,978	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
22	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	195,543	1.25%	+82,366	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	74,629	0.48%	+12,651	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
22.2	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	17,951	0.12%	+6,947	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
22.3	Russell Investments U.S. Small Cap Equity ETF Fund S000089990 · Registered fund · Jun 30, 2026 Russell Investments Exchange Traded Funds, not summed	5,740	0.04%	+2,524	Jun 30, 2026	Russell Investments Exchange Traded Funds, not summed
23	Hodges Capital Management Inc. 13F CIK 1337263 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	183,000	1.17%	-26,800	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Hodges Small Intrinsic Value Fund Fund S000081360 · Registered fund · Jun 30, 2026 NORTHERN LIGHTS FUND TRUST II, not summed	49,400	0.32%	-17,600	Jun 30, 2026	NORTHERN LIGHTS FUND TRUST II, not summed
24	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	166,331	1.07%	-7,944	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	44,400	0.28%	-20,000	Jun 30, 2026	Bridgeway Funds, Inc., not summed
24.2	Ultra-Small Company Fund Fund S000004423 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	10,000	0.06%	—	Jun 30, 2026	Bridgeway Funds, Inc., not summed
25	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	162,868	1.04%	-11,972	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	161,477	1.04%	+6,506	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	157,654	1.01%	+3,935	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	CWA Asset Management Group, LLC 13F CIK 1667134 · Registered investment adviser · Sep 30, 2026	144,000	0.92%	0	Sep 30, 2026
29	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	139,486	0.89%	+8,313	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,235	0.05%	+414	Jun 30, 2026	Northern Funds, not summed
29.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,709	0.02%	-130	Jun 30, 2026	Northern Funds, not summed
30	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	119,516	0.77%	+2,014	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	111,931	0.72%	+2,056	Jun 30, 2026	EA Series Trust, not summed
30.2	Sequoia Global Value ETF Fund S000082843 · Registered fund · May 29, 2026 EA Series Trust, not summed	7,595	0.05%	-38	May 29, 2026	EA Series Trust, not summed
31	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 Classes HVT, HVT-A, carried, not yet filed for the newest quarter	113,347	0.73%	-985	Jun 30, 2026	Classes HVT, HVT-A, carried, not yet filed for the newest quarter
32	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	105,065	0.67%	+69,828	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	18,254	0.12%	+1,462	Jul 31, 2026	TIAA-CREF Funds, not summed
32.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	12,287	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
32.3	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	715	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
32.4	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	286	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed
33	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	94,077	0.60%	-10,426	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 Classes HVT, HVT-A, carried, not yet filed for the newest quarter	91,313	0.59%	+3,115	Jun 30, 2026	Classes HVT, HVT-A, carried, not yet filed for the newest quarter
35	SEI INVESTMENTS CO 13F CIK 350894 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	87,577	0.56%	-77,417	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	SIIT SMALL/MID CAP FUND Fund S000006770 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	38,200	0.25%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
35.2	SIIT SMALL CAP FUND Fund S000006772 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	7,400	0.05%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
35.3	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	1,563	0.01%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
36	LAZARD ASSET MANAGEMENT LLC 13F CIK 1207017 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	84,186	0.54%	+2,650	Jun 30, 2026	carried, not yet filed for the newest quarter
37	O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13F CIK 1423442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	81,683	0.52%	+81,683	Jun 30, 2026	carried, not yet filed for the newest quarter
38	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	79,138	0.51%	+5,846	Jun 30, 2026	carried, not yet filed for the newest quarter
39	WisdomTree U.S. SmallCap Dividend Fund Fund S000012394 · Registered fund · Jun 30, 2026 WisdomTree Trust, not summed	78,254	0.50%	-365	Jun 30, 2026	WisdomTree Trust, not summed
40	SIGNATUREFD, LLC 13F CIK 1456048 · Registered investment adviser · Jun 30, 2026 Classes HVT, HVT-A, carried, not yet filed for the newest quarter	72,828	0.47%	-1,876	Jun 30, 2026	Classes HVT, HVT-A, 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	69,263	0.44%	+2,612	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
42	DEPRINCE RACE & ZOLLO INC 13F CIK 1008894 · Registered investment adviser · Sep 30, 2026	64,491	0.41%	-168,069	Sep 30, 2026
43	BURDETTE STEVEN G Insider CIK 1222985 · May 8, 2026 Director, President and CEO, issuer-wide, not summed	63,358	0.41%	+3,340	May 8, 2026	Director, President and CEO, issuer-wide, not summed
44	TRUIST FINANCIAL CORP 13F CIK 92230 · Bank · Jun 30, 2026 Classes HVT, HVT-A, carried, not yet filed for the newest quarter	63,358	0.41%	+63,358	Jun 30, 2026	Classes HVT, HVT-A, carried, not yet filed for the newest quarter
45	TECTONIC ADVISORS LLC 13F CIK 1859918 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	62,738	0.40%	-25,309	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Universal- Beteiligungs- und Servicegesellschaft mbH 13F CIK 2057170 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	59,600	0.38%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Creative Planning 13F CIK 1540235 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	58,245	0.37%	+35,356	Jun 30, 2026	carried, not yet filed for the newest quarter
48	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	56,980	0.37%	+462	Jul 31, 2026	Principal Funds, Inc, not summed
49	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	56,620	0.36%	-10,525	Jun 30, 2026	carried, not yet filed for the newest quarter
50	SG Capital Management LLC 13F CIK 1510099 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	55,866	0.36%	+35,472	Jun 30, 2026	carried, not yet filed for the newest quarter

24 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 216085 CUSIP 419596101 13F (30d) 19 filings 19 filers Visit website Investor relations