JBTM · JBT MAREL Corp · Shareholders & Ownership

$105.82 +1.24 (+1.18%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$5.43B

51.88M

Volume · Oct 20 292.22K Avg daily vol (3M) 565.81K

Every disclosed holder of JBTM 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 JBTM

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)	392	53,325,409	102.79%	Yes
Insiders (Forms 3, 4, 5)	22	454,716	0.88%	Yes
13D/G-only blocks	1	284,948	0.55%	Yes
Remaining	—	2,188,256	-4.22%	Negative
Registered funds (N-PORT, not summed)	376	27,389,273	52.80%	No

Shares outstanding: 51,876,817, 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 JBTM

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	7,932,558	15.29%	+262,918	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,136,734	6.05%	+15,364	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,363,505	2.63%	+88,081	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	497,790	0.96%	+265,977	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	467,900	0.90%	+19,508	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	97,938	0.19%	+12,999	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,913,285	5.62%	+162,360	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	T. Rowe Price Mid-Cap Value Fund, Inc. Fund S000002103 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed	938,390	1.81%	+8,860	Jun 30, 2026	T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed
2.2	T. Rowe Price Small-Cap Value Fund, Inc. Fund S000002121 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed	384,436	0.74%	+108,403	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
2.3	T. Rowe Price Small-Cap Stock Fund, Inc. Fund S000002120 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed	356,162	0.69%	-109,068	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
2.4	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	332,600	0.64%	0	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
2.5	T. Rowe Price Institutional Small-Cap Stock Fund Fund S000002094 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	194,688	0.38%	-56,891	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,880,946	5.55%	+66,659	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,346,859	4.52%	+17,009	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	2,115,238	4.08%	+118,083	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	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	477,743	0.92%	+6,923	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	295,605	0.57%	+21,404	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	36,017	0.07%	+2,581	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	17,691	0.03%	-500	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.5	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	9,185	0.02%	+120	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,060,394	3.97%	-16,359	Jun 30, 2026	carried, not yet filed for the newest quarter
7	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,818,441	3.51%	+143,049	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	PACE Small/Medium Co Value Equity Investments Fund S000002973 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	8,293	0.02%	-300	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,654,735	3.19%	-111	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) 13F CIK 2139779 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,595,344	3.08%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,453,124	2.80%	+1,300,364	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Invesco Small Cap Value Fund Fund S000027837 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	1,294,969	2.50%	—	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
10.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	32,970	0.06%	-2,453	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
10.3	Invesco S&P SmallCap Industrials ETF Fund S000028300 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	31,471	0.06%	-1,907	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
10.4	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	29,694	0.06%	+5,752	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
10.5	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	8,711	0.02%	+878	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,376,380	2.65%	+92,775	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	1,194,537	2.30%	-3,824	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,059,060	2.04%	+508,190	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	580,504	1.12%	+63,867	Jul 31, 2026	Fidelity Salem Street Trust, not summed
13.2	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	318,618	0.61%	+214,700	Jul 31, 2026	Fidelity Securities Fund, not summed
13.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	267,801	0.52%	-4,379	May 31, 2026	Fidelity Concord Street Trust, not summed
13.4	Fidelity Value Fund Fund S000005455 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	251,400	0.48%	—	Jul 31, 2026	Fidelity Capital Trust, not summed
13.5	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	232,400	0.45%	+9,580	Jul 31, 2026	Fidelity Securities Fund, not summed
14	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,016,789	1.96%	+109,579	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	215,679	0.42%	+17,403	Jun 30, 2026	AB TRUST, not summed
14.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	64,857	0.13%	+9,540	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
14.3	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	48,661	0.09%	+4,501	Jun 30, 2026	AB CAP FUND, INC., not summed
14.4	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	32,840	0.06%	0	Jun 30, 2026	Bernstein Fund Inc, not summed
14.5	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	2,157	0.00%	+371	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
15	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	985,898	1.90%	-86,559	Jun 30, 2026	carried, not yet filed for the newest quarter
16	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	864,031	1.67%	+177,187	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	243,821	0.47%	+71,481	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
16.2	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	77,581	0.15%	-5,143	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
16.3	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	43,971	0.08%	+9,541	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
16.4	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	86	0.00%	0	Jun 30, 2026	Columbia ETF Trust I, not summed
17	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	788,167	1.52%	-1,887	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Royce Premier Fund Fund S000009505 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	284,061	0.55%	+13,317	Jun 30, 2026	ROYCE FUND, not summed
17.2	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	152,568	0.29%	+2,306	Jun 30, 2026	ROYCE FUND, not summed
18	ADAGE CAPITAL PARTNERS GP, L.L.C. 13F CIK 1165408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	742,219	1.43%	+188,795	Jun 30, 2026	carried, not yet filed for the newest quarter
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	741,329	1.43%	+13,701	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	249,439	0.48%	-3,061	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	140,368	0.27%	-89	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	129,013	0.25%	+14,401	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.4	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	61,837	0.12%	-8,570	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	32,245	0.06%	+1,769	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 13F CIK 1021642 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	711,816	1.37%	+47,266	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	688,396	1.33%	+18,435	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	BAMCO INC /NY/ 13F CIK 1017918 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	660,557	1.27%	+517	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	BARON SMALL CAP FUND Fund S000000584 · Registered fund · Jun 30, 2026 BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed	660,000	1.27%	0	Jun 30, 2026	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
23	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	658,261	1.27%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
24	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	633,054	1.22%	+327,691	Jun 30, 2026	carried, not yet filed for the newest quarter
25	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	605,651	1.17%	+57,425	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	26,856	0.05%	+2,536	Jun 30, 2026	Northern Funds, not summed
25.2	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	14,385	0.03%	—	Jun 30, 2026	Northern Funds, not summed
25.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,868	0.01%	+879	Jun 30, 2026	Northern Funds, not summed
25.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,370	0.00%	+621	Jul 31, 2026	FlexShares Trust, not summed
26	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	598,050	1.15%	-5,972	Sep 30, 2026
26.1	Congress Small Cap Growth Fund Fund S000058028 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	300,000	0.58%	0	Jul 31, 2026	Professionally Managed Portfolios, not summed
27	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	597,134	1.15%	+16,683	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	Channing Capital Management, LLC 13F CIK 1302404 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	540,286	1.04%	+494,423	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	CHANNING INTRINSIC VALUE SMALL-CAP FUND Fund S000071821 · Registered fund · Jul 31, 2026 Valued Advisers Trust, not summed	1,459	0.00%	—	Jul 31, 2026	Valued Advisers Trust, not summed
29	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	524,303	1.01%	+54,801	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	50	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
30	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	473,069	0.91%	+24,902	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Global X Robotics & Artificial Intelligence ETF Fund S000054693 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	391,904	0.76%	-218,855	May 31, 2026	GLOBAL X FUNDS, not summed
30.2	Global X Russell 2000 ETF Fund S000085029 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	25,434	0.05%	+2,767	Jul 31, 2026	GLOBAL X FUNDS, not summed
31	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	465,376	0.90%	+297,261	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	William Blair Small Cap Growth Fund Fund S000008602 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	96,230	0.19%	—	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
31.2	William Blair Small-Mid Cap Core Fund Fund S000066499 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	25,376	0.05%	+3,048	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
32	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	421,966	0.81%	-44,775	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	417,262	0.80%	-17,475	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Victory Sycamore Small Company Opportunity Fund Fund S000000800 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	310,000	0.60%	-1,000	Jun 30, 2026	Victory Portfolios, not summed
33.2	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	23,206	0.04%	+6,365	Jul 31, 2026	Victory Portfolios III, not summed
33.3	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	5,945	0.01%	+95	Jul 31, 2026	Victory Portfolios III, not summed
34	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 13F CIK 1278678 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	377,205	0.73%	-7,272	Jun 30, 2026	carried, not yet filed for the newest quarter
35	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	370,129	0.71%	+65,589	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	355,843	0.69%	+15,946	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	7,902	0.02%	-259	Jul 31, 2026	BNY Mellon ETF Trust, not summed
37	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	352,430	0.68%	+2,622	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	129,519	0.25%	-246	Jun 30, 2026	College Retirement Equities Fund, not summed
37.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	69,314	0.13%	+7,501	Jul 31, 2026	TIAA-CREF Funds, not summed
37.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	42,454	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
37.4	Nuveen Small Cap Select Fund Fund S000005569 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	36,365	0.07%	-4,709	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
37.5	Nuveen Small Cap Growth Opportunities Fund Fund S000005567 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	26,031	0.05%	0	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
38	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	345,160	0.67%	-3,735	Jun 30, 2026	carried, not yet filed for the newest quarter
39	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	344,731	0.66%	-680	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Putnam Small Cap Growth Fund Fund S000000777 · Registered fund · Jun 30, 2026 Putnam Funds Trust, not summed	125,476	0.24%	-10,015	Jun 30, 2026	Putnam Funds Trust, not summed
39.2	Templeton Global Smaller Companies Fund Fund S000008758 · Registered fund · May 31, 2026 Templeton Global Smaller Companies Fund, not summed	115,516	0.22%	0	May 31, 2026	Templeton Global Smaller Companies Fund, not summed
39.3	Putnam VT Small Cap Growth Fund Fund S000003883 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	1,830	0.00%	-15	Jun 30, 2026	Putnam Variable Trust, not summed
40	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	337,757	0.65%	-24,577	Jun 30, 2026	carried, not yet filed for the newest quarter
41	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	327,300	0.63%	-11,659	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	319,596	0.62%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
43	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	315,611	0.61%	+94,023	Jun 30, 2026	carried, not yet filed for the newest quarter
44	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	314,280	0.61%	-28,754	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Bragg Financial Advisors, Inc 13F CIK 1327055 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	310,432	0.60%	+97,083	Jun 30, 2026	carried, not yet filed for the newest quarter
46	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	292,201	0.56%	-122,998	Jun 30, 2026	carried, not yet filed for the newest quarter
47	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	288,950	0.56%	-49,828	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	8,255	0.02%	+1,714	May 31, 2026	Goldman Sachs ETF Trust, not summed
47.2	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	4,100	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
47.3	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	1,743	0.00%	+6	May 31, 2026	Goldman Sachs ETF Trust II, not summed
47.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	1,263	0.00%	-50	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
47.5	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	1,180	0.00%	—	Jul 31, 2026	Goldman Sachs Trust II, not summed
48	Eyrir Invest hf. 13D CIK 2049563 · Unknown · Mar 27, 2025	284,948	0.55%	-3,083,285	Mar 27, 2025
49	TimesSquare Capital Management, LLC 13F CIK 1313816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	274,627	0.53%	+8,046	Jun 30, 2026	carried, not yet filed for the newest quarter
50	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	268,488	0.52%	+9,538	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed

64 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 1433660 CUSIP 477839104 13F (30d) 40 filings 39 filers Visit website Investor relations