HWC · Hancock Whitney Corp · Shareholders & Ownership

$72.26 -1.87 (-2.52%)

S&P 400 member Russell 2000 member Rebalance outlook locked

Market Cap

$5.95B

80.22M

Volume · Oct 21 811.72K Avg daily vol (3M) 804.44K

Every disclosed holder of HWC 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 HWC

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)	405	77,279,743	96.33%	Yes
Insiders (Forms 3, 4, 5)	23	853,735	1.06%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	2,089,580	2.60%	Rest
Registered funds (N-PORT, not summed)	402	43,927,440	54.76%	No

Shares outstanding: 80,223,058, 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 HWC

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	10,905,235	13.59%	+519,529	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	2,778,314	3.46%	+54,792	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,129,544	2.65%	+57,007	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	782,647	0.98%	+58,794	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	406,562	0.51%	-11,335	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	152,923	0.19%	+16,978	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,276,921	9.07%	-54,087	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	1,475,069	1.84%	-5,285	Jul 31, 2026	Fidelity Puritan Trust, not summed
2.2	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	906,961	1.13%	+79,638	Jul 31, 2026	Fidelity Salem Street Trust, not summed
2.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	816,348	1.02%	+2,474	May 31, 2026	Fidelity Rutland Square Trust II, not summed
2.4	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	633,297	0.79%	-324,900	Jul 31, 2026	Fidelity Securities Fund, not summed
2.5	VIP Mid Cap Portfolio Fund S000007734 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund III, not summed	516,900	0.64%	-1,100	Jun 30, 2026	Variable Insurance Products Fund III, not summed
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,812,362	6.00%	+21,408	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	1,048,481	1.31%	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	667,108	0.83%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	522,193	0.65%	-1,414	Jul 31, 2026	Dimensional ETF Trust, not summed
3.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	425,696	0.53%	+11,862	Jul 31, 2026	Dimensional ETF Trust, not summed
3.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	394,913	0.49%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,471,954	5.57%	-453,066	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,295,595	5.35%	+48,615	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	845,726	1.05%	-17,219	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	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	410,824	0.51%	+8,581	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	194,854	0.24%	-8,847	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	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	125,130	0.16%	-1,253	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	27,220	0.03%	-1,600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,669,989	4.57%	-59,953	Jun 30, 2026	carried, not yet filed for the newest quarter
7	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,809,258	3.50%	+644,977	Jun 30, 2026	carried, not yet filed for the newest quarter
8	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	2,686,386	3.35%	+619,200	Jun 30, 2026	Capitol Series Trust, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,574,223	3.21%	-68,677	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,348,621	2.93%	+100,485	Jun 30, 2026	carried, not yet filed for the newest quarter
11	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,881,878	2.35%	-27,960	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,859,760	2.32%	-68,213	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	1,648,941	2.06%	+698	May 31, 2026	American Century ETF Trust, not summed
14	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,542,671	1.92%	-229,295	Jun 30, 2026	carried, not yet filed for the newest quarter
15	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,529,827	1.91%	+319,411	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	122,930	0.15%	+17,097	Jul 31, 2026	Goldman Sachs Trust, not summed
15.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	65,598	0.08%	+14,510	Jul 31, 2026	Goldman Sachs Trust, not summed
15.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	25,531	0.03%	+911	May 31, 2026	Goldman Sachs ETF Trust, not summed
15.4	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	15,436	0.02%	+9,295	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
15.5	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	8,898	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
16	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,357,965	1.69%	-239,234	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Allspring Special Small Cap Value Fund Fund S000029108 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	947,229	1.18%	-163,848	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
16.2	Allspring Disciplined Small Cap Fund Fund S000007342 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	8,800	0.01%	+576	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
17	Channing Capital Management, LLC 13F CIK 1302404 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,261,846	1.57%	+38,847	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	CHANNING INTRINSIC VALUE SMALL-CAP FUND Fund S000071821 · Registered fund · Jul 31, 2026 Valued Advisers Trust, not summed	3,670	0.00%	-379	Jul 31, 2026	Valued Advisers Trust, not summed
18	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,229,268	1.53%	-165,883	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	855,417	1.07%	-47,000	May 29, 2026	Delaware Group Equity Funds V, not summed
18.2	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	412,550	0.51%	-39,300	Jun 30, 2026	Delaware VIP Trust, not summed
18.3	Optimum Small-Mid Cap Value Fund Fund S000002425 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	21,000	0.03%	0	Jun 30, 2026	Optimum Fund Trust, not summed
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,227,023	1.53%	-377,080	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	234	0.00%	+226	Jul 31, 2026	E Trade Trust, not summed
20	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,179,044	1.47%	-48,667	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,112,698	1.39%	+26,186	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	63,623	0.08%	0	Jun 30, 2026	Northern Funds, not summed
21.2	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	52,784	0.07%	+613	Jun 30, 2026	Northern Funds, not summed
21.3	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	41,856	0.05%	+3,280	Jun 30, 2026	Northern Funds, not summed
21.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	16,196	0.02%	+796	Jul 31, 2026	FlexShares Trust, not summed
21.5	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,112	0.01%	-288	Jun 30, 2026	Northern Funds, 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	1,005,205	1.25%	-26,373	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	395,285	0.49%	-10,802	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	204,330	0.25%	-25,354	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	201,578	0.25%	+18,080	Jul 31, 2026	SCHWAB CAPITAL 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	56,615	0.07%	+2,218	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	49,925	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	929,657	1.16%	+11,274	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	HANCOCK WHITNEY CORP 13F CIK 750577 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	921,586	1.15%	-6,053	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	775,832	0.97%	+32,183	Jun 30, 2026	carried, not yet filed for the newest quarter
26	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	775,509	0.97%	+326,315	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	744,183	0.93%	-20,212	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	3,013	0.00%	-166	Jul 31, 2026	BNY Mellon ETF Trust, not summed
28	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	708,954	0.88%	-98,631	Jun 30, 2026	carried, not yet filed for the newest quarter
29	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	667,353	0.83%	+377	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	181,979	0.23%	-10,751	Jun 30, 2026	Victory Portfolios, not summed
29.2	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	116,837	0.15%	+19,592	Jun 30, 2026	Victory Portfolios II, not summed
29.3	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	53,077	0.07%	-1,411	Jul 31, 2026	Victory Portfolios III, not summed
29.4	Victory Mid-Cap Core Growth Fund Fund S000046392 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	23,000	0.03%	0	Jun 30, 2026	Victory Portfolios, not summed
29.5	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	9,291	0.01%	+40	Jul 31, 2026	Victory Portfolios III, not summed
30	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	653,400	0.81%	+60,200	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	64,700	0.08%	+9,700	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
31	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	624,440	0.78%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
31.1	John Hancock Financial Opportunities Fund Fund · Registered fund · Jun 30, 2026 John Hancock Financial Opportunities Fund, not summed	182,751	0.23%	—	Jun 30, 2026	John Hancock Financial Opportunities Fund, not summed
31.2	VOYA GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND Fund · Registered fund · May 31, 2026 Voya Global Equity Dividend & Premium Opportunity Fund, not summed	20,154	0.03%	—	May 31, 2026	Voya Global Equity Dividend & Premium Opportunity Fund, not summed
31.3	VOYA GLOBAL ADVANTAGE & PREMIUM OPPORTUNITY FUND Fund · Registered fund · May 31, 2026 Voya Global Advantage & Premium Opportunity Fund, not summed	6,621	0.01%	—	May 31, 2026	Voya Global Advantage & Premium Opportunity Fund, not summed
32	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	603,037	0.75%	-31,543	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	417,064	0.52%	-42,339	May 31, 2026	MFS SERIES TRUST XIII, not summed
32.2	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	7,277	0.01%	-447	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
32.3	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	954	0.00%	-139	Jul 31, 2026	MFS Series Trust XV, not summed
33	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	538,231	0.67%	+4,067	Jun 30, 2026	carried, not yet filed for the newest quarter
34	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	536,832	0.67%	-5,422	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Regional Bank Fund Fund S000000635 · Registered fund · Jul 31, 2026 John Hancock Investment Trust II, not summed	250,218	0.31%	0	Jul 31, 2026	John Hancock Investment Trust II, not summed
34.2	John Hancock Multifactor Small Cap ETF Fund S000059464 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	22,315	0.03%	-2,154	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
35	NEW YORK STATE COMMON RETIREMENT FUND 13F CIK 810265 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	534,072	0.67%	+79,416	Jun 30, 2026	carried, not yet filed for the newest quarter
36	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	513,004	0.64%	-178,667	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	509,726	0.64%	+1,549	Jun 30, 2026	carried, not yet filed for the newest quarter
38	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	502,966	0.63%	+20,788	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	55,224	0.07%	-2	Jun 30, 2026	AQR Funds, not summed
38.2	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	4,887	0.01%	+2,302	Jun 30, 2026	AQR Funds, not summed
38.3	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	4,179	0.01%	+1,022	Jun 30, 2026	AQR Funds, not summed
38.4	AQR Small Cap Momentum Style Fund Fund S000025644 · Registered fund · Mar 31, 2026 AQR Funds, not summed	2,302	0.00%	—	Mar 31, 2026	AQR Funds, not summed
39	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	455,782	0.57%	+41,847	Jun 30, 2026	carried, not yet filed for the newest quarter
40	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	446,909	0.56%	-120,039	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	William Blair Small Cap Value Fund Fund S000008597 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	209,147	0.26%	-3,365	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
41	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	429,661	0.54%	+9,613	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
42	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	414,965	0.52%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
43	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	403,961	0.50%	-103,038	Sep 30, 2026
43.1	Wasatch Small Cap Value Fund Fund S000000878 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	205,550	0.26%	-9,467	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
44	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	384,570	0.48%	+176,389	Jun 30, 2026	carried, not yet filed for the newest quarter
45	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	382,240	0.48%	+16,022	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	194,875	0.24%	+13,806	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
45.2	MidCap S&P 400 Index Fund Fund S000007079 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	31,029	0.04%	-439	Jul 31, 2026	Principal Funds, Inc, not summed
45.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	5,511	0.01%	+2,789	Jul 31, 2026	Principal Funds, Inc, not summed
46	MetLife Investment Management, LLC 13F CIK 1529735 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	380,062	0.47%	+7,441	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	MetLife Small Company Equity Fund Fund S000063587 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	1,567	0.00%	0	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
47	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 13F CIK 1009016 · Unknown · Sep 30, 2026	374,132	0.47%	+8,543	Sep 30, 2026
48	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	351,321	0.44%	+92,997	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	92,126	0.11%	+31,070	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
48.2	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	88,407	0.11%	+16,725	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
48.3	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	12,509	0.02%	+2,498	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
48.4	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	12,355	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
48.5	T. Rowe Price Total Equity Market Index Fund Fund S000002091 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	4,410	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
49	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	325,964	0.41%	+355	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
50	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	324,454	0.40%	-27,131	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 750577 CUSIP 410120109 13F (30d) 60 filings 58 filers Visit website Investor relations