IESC · IES Holdings, Inc. · Shareholders & Ownership

$158.45 +12.87 (+8.84%) At close · Nov 6

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$6.31B

39.85M

Volume · Nov 6 694.97K Avg daily vol (54 sessions) 367.82K

Every disclosed holder of IESC 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 IESC

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)	439	38,623,909	96.93%	Yes
Insiders (Forms 3, 4, 5)	12	21,806,119	54.72%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	20,581,316	-51.65%	Negative
Registered funds (N-PORT, not summed)	335	9,602,591	24.10%	No

Shares outstanding: 39,848,712, 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 IESC

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	GENDELL JEFFREY L ET AL Insider CIK 948904 · Jun 12, 2026 Director, issuer-wide	20,813,118	52.23%	-93,440	Jun 12, 2026	Director, issuer-wide
2	GENDELL JEFFREY L 13F CIK 1056581 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	20,587,056	51.66%	-93,440	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Tontine Capital Partners, L.P. 13D CIK 1276922 · Unknown · Oct 5, 2026 Item 4 purpose: Passive investment, Other not summed	10,955,342	27.49%	-109,758	Oct 5, 2026	not summed
4	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,491,174	11.27%	-252,316	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	658,086	1.65%	-151,702	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
4.2	Fidelity Capital and Income Fund Fund S000007495 · Registered fund · Jul 31, 2026 Fidelity Summer Street Trust, not summed	389,400	0.98%	0	Jul 31, 2026	Fidelity Summer Street Trust, not summed
4.3	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	329,838	0.83%	-187,102	Jul 31, 2026	Fidelity Capital Trust, not summed
4.4	Fidelity Leveraged Company Stock Fund Fund S000007200 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	316,000	0.79%	+64,000	Jul 31, 2026	Fidelity Securities Fund, not summed
4.5	Fidelity Series Small Cap Opportunities Fund Fund S000015587 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	226,658	0.57%	-161,614	Jul 31, 2026	Fidelity Securities Fund, not summed
5	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,767,040	4.43%	+347,898	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	102,868	0.26%	—	Jun 30, 2026	iShares Trust, not summed
5.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	71,512	0.18%	—	Jun 30, 2026	iShares Trust, not summed
5.3	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	66,512	0.17%	—	Jun 30, 2026	iShares Trust, not summed
5.4	iShares U.S. Infrastructure ETF Fund S000061314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	63,404	0.16%	+2,724	Jun 30, 2026	iShares Trust, not summed
5.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	22,310	0.06%	+544	Jun 30, 2026	iShares 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	803,872	2.02%	+6,014	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	760,636	1.91%	-24,502	Jun 30, 2026	carried, not yet filed for the newest quarter
8	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	755,422	1.90%	-85,424	Sep 30, 2026
8.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	319,162	0.80%	-36,048	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	108,636	0.27%	+1,590	Jul 31, 2026	Dimensional ETF Trust, not summed
8.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	60,078	0.15%	-10,630	Jul 31, 2026	Dimensional ETF Trust, not summed
8.4	U.S. Small Cap Growth Portfolio Fund S000039439 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	40,418	0.10%	+18	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	35,588	0.09%	-37,012	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	693,460	1.74%	-4,866	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	First Trust Industrials/Producer Durables AlphaDEX Fund Fund S000017701 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	22,620	0.06%	—	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
9.2	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	14,018	0.04%	-5,078	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
9.3	First Trust Mid Cap Growth AlphaDEX Fund Fund S000031804 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	12,494	0.03%	-1,896	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
9.4	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	3,754	0.01%	-204	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
9.5	First Trust Active Factor Small Cap ETF Fund S000066790 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	1,879	0.00%	+361	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
10	First Trust RBA American Industrial Renaissance ETF Fund S000044209 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	632,912	1.59%	-9,902	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	571,928	1.44%	+37,936	Sep 30, 2026
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	569,998	1.43%	+550	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	548,138	1.38%	+133,050	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	6,360	0.02%	+80	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
13.2	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	100	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
13.3	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	80	0.00%	-352	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
13.4	State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF Fund S000051788 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	60	0.00%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	411,390	1.03%	-2,130	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	411,192	1.03%	+411,192	Jun 30, 2026	carried, not yet filed for the newest quarter
16	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	400,038	1.00%	—	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
17	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	397,118	1.00%	+40,320	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Pertento Partners LLP 13F CIK 1894571 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	336,914	0.85%	-125,564	Jun 30, 2026	carried, not yet filed for the newest quarter
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	308,442	0.77%	-46,738	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	62	0.00%	+22	Jul 31, 2026	E Trade Trust, not summed
20	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	298,058	0.75%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	49,508	0.12%	0	Jun 30, 2026	ROYCE FUND, not summed
21	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	253,250	0.64%	-59,536	Jun 30, 2026	carried, not yet filed for the newest quarter
22	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	253,028	0.64%	-77,320	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Putnam Small Cap Growth Fund Fund S000000777 · Registered fund · Jun 30, 2026 Putnam Funds Trust, not summed	154,786	0.39%	-45,770	Jun 30, 2026	Putnam Funds Trust, not summed
22.2	Franklin U.S. Large Cap Multifactor Index ETF Fund S000057200 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	6,324	0.02%	—	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
22.3	Franklin Small Cap Enhanced ETF Fund S000097279 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	3,844	0.01%	-2,870	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
22.4	Putnam VT Small Cap Growth Fund Fund S000003883 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	2,340	0.01%	-420	Jun 30, 2026	Putnam Variable Trust, not summed
23	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Sep 30, 2026	247,431	0.62%	-42,039	Sep 30, 2026
23.1	THRIVENT SMALL CAP STOCK FUND Fund S000001358 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	170,170	0.43%	-2,144	Jul 31, 2026	Thrivent Mutual Funds, not summed
23.2	THRIVENT SMALL CAP STOCK PORTFOLIO Fund S000001445 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	56,592	0.14%	+220	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
23.3	Thrivent Small-Mid Cap Equity ETF Fund S000075337 · Registered fund · Jun 30, 2026 Thrivent ETF Trust, not summed	43,268	0.11%	-17,608	Jun 30, 2026	Thrivent ETF Trust, not summed
23.4	THRIVENT AGGRESSIVE ALLOCATION FUND Fund S000000700 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	5,460	0.01%	+300	Jul 31, 2026	Thrivent Mutual Funds, not summed
23.5	THRIVENT MID CAP INDEX PORTFOLIO Fund S000001421 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	3,894	0.01%	—	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
24	ROYCE SMALL-CAP TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE SMALL-CAP TRUST, INC., not summed	247,276	0.62%	—	Jun 30, 2026	ROYCE SMALL-CAP TRUST, INC., not summed
25	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	243,562	0.61%	+88,158	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Invesco Small Cap Equity Fund Fund S000000218 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	67,388	0.17%	0	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
25.2	Invesco Building & Construction ETF Fund S000003040 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	35,414	0.09%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25.3	Invesco Dorsey Wright Industrials Momentum ETF Fund S000013105 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	33,054	0.08%	+15,828	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25.4	Invesco S&P Midcap 400 Pure Growth ETF Fund S000060795 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	14,968	0.04%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25.5	Invesco V.I. Small Cap Equity Fund Fund S000000188 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	10,628	0.03%	+138	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
26	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	237,156	0.60%	+5,654	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	Gendell David B. Insider CIK 1408176 · Oct 1, 2026 Director, issuer-wide	233,721	0.59%	+79	Oct 1, 2026	Director, issuer-wide
28	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	214,572	0.54%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
29	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	214,224	0.54%	+76,790	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	1,392	0.00%	-186	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
29.2	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust II, not summed	1,304	0.00%	0	Aug 31, 2026	Goldman Sachs ETF Trust II, not summed
29.3	Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Fund S000083005 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	282	0.00%	—	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
30	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	213,504	0.54%	+48,800	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	201,062	0.50%	+5,582	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	AltraVue Capital, LLC 13F CIK 1740837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	192,634	0.48%	-66,900	Jun 30, 2026	carried, not yet filed for the newest quarter
33	IES Holdings, Inc. Insider CIK 1048268 · Aug 14, 2025 Director, issuer-wide	174,360	0.44%	—	Aug 14, 2025	Director, issuer-wide
34	Simmes Matthew J Insider CIK 1899288 · May 5, 2026 President and CEO, issuer-wide	173,150	0.43%	-14,000	May 5, 2026	President and CEO, issuer-wide
35	LORD, ABBETT & CO. LLC 13F CIK 728100 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	146,478	0.37%	+1,738	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	LORD ABBETT DEVELOPING GROWTH FUND INC Fund S000006834 · Registered fund · Jul 31, 2026 LORD ABBETT DEVELOPING GROWTH FUND, INC., not summed	108,920	0.27%	+22,038	Jul 31, 2026	LORD ABBETT DEVELOPING GROWTH FUND, INC., not summed
35.2	Developing Growth Portfolio Fund S000028719 · Registered fund · Jun 30, 2026 LORD ABBETT SERIES FUND INC, not summed	3,290	0.01%	-12	Jun 30, 2026	LORD ABBETT SERIES FUND INC, not summed
36	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	133,054	0.33%	-20,688	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,030	0.00%	+48	Jul 31, 2026	FlexShares Trust, not summed
37	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	131,542	0.33%	-35,428	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	83,398	0.21%	-728	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.2	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	10,790	0.03%	+598	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
37.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	10,654	0.03%	0	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.4	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	8,562	0.02%	+3,914	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.5	Schwab 1000 Index Fund Fund S000006807 · Registered fund · Jul 31, 2026 SCHWAB INVESTMENTS, not summed	5,622	0.01%	-6	Jul 31, 2026	SCHWAB INVESTMENTS, not summed
38	Ophir Asset Management Pty Ltd 13F CIK 1844640 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	125,526	0.32%	+15,460	Jun 30, 2026	carried, not yet filed for the newest quarter
39	McLauchlin Tracy Insider CIK 1456922 · May 8, 2026 SVP, CFO & Treasurer, issuer-wide	125,050	0.31%	-6,000	May 8, 2026	SVP, CFO & Treasurer, issuer-wide
40	Cleveland Todd M Insider CIK 1407402 · Oct 1, 2026 Director, issuer-wide	121,906	0.31%	+84	Oct 1, 2026	Director, issuer-wide
41	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	113,524	0.28%	-9,068	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	102,474	0.26%	+700	Sep 30, 2026
42.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	6,328	0.02%	+102	Jul 31, 2026	BNY Mellon ETF Trust, not summed
43	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	102,220	0.26%	-22,252	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	46,792	0.12%	—	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
43.2	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	2,598	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
43.3	T. Rowe Price Mid-Cap Index Fund Fund S000051326 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	1,546	0.00%	—	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
44	Parsifal Capital Management, LP 13F CIK 1776090 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	97,942	0.25%	-82,192	Jun 30, 2026	carried, not yet filed for the newest quarter
45	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	97,460	0.24%	-63,478	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	712	0.00%	0	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
46	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	91,414	0.23%	+87,286	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Koshkin Joe D Insider CIK 1495394 · Oct 1, 2026 Director, issuer-wide	89,879	0.23%	+89	Oct 1, 2026	Director, issuer-wide
48	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	89,162	0.22%	+89,162	Jun 30, 2026	carried, not yet filed for the newest quarter
49	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Sep 30, 2026	82,433	0.21%	+2,857	Sep 30, 2026
50	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	74,142	0.19%	+6,468	Jun 30, 2026	carried, not yet filed for the newest quarter

91 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 1048268 CUSIP 44951W106 13F (30d) 228 filings 196 filers Visit website Investor relations