KFY · Korn Ferry · Shareholders & Ownership

$73.00 -0.07 (-0.10%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.99B

54.56M

Volume · Oct 21 329.22K Avg daily vol (3M) 477.88K

Every disclosed holder of KFY 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 KFY

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)	364	51,236,242	93.91%	Yes
Insiders (Forms 3, 4, 5)	14	869,725	1.59%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	2,452,884	4.50%	Rest
Registered funds (N-PORT, not summed)	384	29,210,391	53.54%	No

Shares outstanding: 54,558,851, 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 KFY

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	7,986,945	14.64%	+168,767	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	3,126,165	5.73%	-7,508	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,355,262	2.48%	+61,264	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	499,076	0.91%	+250,906	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	446,696	0.82%	-62,749	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	97,059	0.18%	+10,725	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,444,193	6.31%	+10,415	Jun 30, 2026	carried, not yet filed for the newest quarter
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,166,070	5.80%	+162,685	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	670,186	1.23%	+78,695	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	428,274	0.79%	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	345,883	0.63%	+190	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	271,502	0.50%	+18,164	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	232,158	0.43%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,519,474	4.62%	-1,045,574	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,519,474	4.62%	-956,102	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,327,565	4.27%	-15,911	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,113,593	3.87%	+84,295	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	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	477,709	0.88%	+5,527	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	270,118	0.50%	-3,277	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	17,557	0.03%	-600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6.4	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	10,748	0.02%	+120	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	9,141	0.02%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,096,601	3.84%	+129,011	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Schwab U.S. Dividend Equity ETF Fund S000034163 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,247,723	2.29%	—	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
7.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	251,219	0.46%	-3,056	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
7.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	203,311	0.37%	-37,655	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
7.4	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	128,215	0.24%	+13,295	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
7.5	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	54,180	0.10%	+22	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
8	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,819,963	3.34%	+624,662	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Invesco Main Street Small Cap Fund Fund S000064650 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	501,394	0.92%	+231,332	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
8.2	Invesco Main Street Mid Cap Fund Fund S000064651 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	319,522	0.59%	+5,943	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
8.3	Invesco V.I. Main Street Small Cap Fund Fund S000064664 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	280,254	0.51%	+136,981	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
8.4	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	51,499	0.09%	+4,569	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
8.5	Invesco S&P SmallCap Industrials ETF Fund S000028300 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	31,626	0.06%	-2,021	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
9	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,654,689	3.03%	+283,740	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Small Cap Value Fund Fund S000005781 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	560,000	1.03%	-185,000	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
9.2	Small Cap Dividend Fund Fund S000075489 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	19,472	0.04%	-2,813	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,644,292	3.01%	-26,791	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,383,488	2.54%	+77,224	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	1,190,731	2.18%	-12,680	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,073,988	1.97%	+134,685	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	26	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
14	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	919,812	1.69%	-21,911	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	150,117	0.28%	+12,247	Jun 30, 2026	Victory Portfolios II, not summed
14.2	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	117,500	0.22%	-4,700	Jun 30, 2026	Victory Portfolios, not summed
14.3	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	56,767	0.10%	+12,153	Jul 31, 2026	Victory Portfolios III, not summed
14.4	VictoryShares US Small Cap High Div Volatility Wtd ETF Fund S000049908 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	41,440	0.08%	-1,456	Jun 30, 2026	Victory Portfolios II, not summed
14.5	Victory RS Small Cap Growth Fund Fund S000053581 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	41,290	0.08%	-1,940	Jun 30, 2026	Victory Portfolios, not summed
15	PZENA INVESTMENT MANAGEMENT LLC 13F CIK 1027796 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	867,680	1.59%	+70,242	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Pzena Small Cap Value Fund Fund S000053713 · Registered fund · May 31, 2026 Advisors Series Trust, not summed	31,922	0.06%	0	May 31, 2026	Advisors Series Trust, not summed
16	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	866,941	1.59%	-387,564	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
17	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	851,576	1.56%	-2,708	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	THRIVENT SMALL CAP STOCK FUND Fund S000001358 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	528,411	0.97%	-6,659	Jul 31, 2026	Thrivent Mutual Funds, not summed
17.2	THRIVENT SMALL CAP STOCK PORTFOLIO Fund S000001445 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	176,453	0.32%	+684	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
17.3	THRIVENT SMALL CAP INDEX PORTFOLIO Fund S000001446 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	34,072	0.06%	-767	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
17.4	THRIVENT AGGRESSIVE ALLOCATION FUND Fund S000000700 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	17,258	0.03%	+936	Jul 31, 2026	Thrivent Mutual Funds, not summed
17.5	THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Fund S000001347 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	8,485	0.02%	+447	Jul 31, 2026	Thrivent Mutual Funds, not summed
18	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	812,225	1.49%	-464,233	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Allspring Special Small Cap Value Fund Fund S000029108 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	520,882	0.95%	-325,400	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
18.2	Allspring Small Company Value Portfolio Fund S000007553 · Registered fund · Jul 31, 2026 ALLSPRING MASTER TRUST, not summed	75,602	0.14%	+23,215	Jul 31, 2026	ALLSPRING MASTER TRUST, not summed
19	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	788,362	1.45%	-47,408	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	209,864	0.38%	-3,017	Jun 30, 2026	ROYCE FUND, not summed
19.2	Royce Premier Fund Fund S000009505 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	117,907	0.22%	-10,113	Jun 30, 2026	ROYCE FUND, not summed
19.3	Royce Capital Fund - Small-Cap Portfolio Fund S000009497 · Registered fund · Jun 30, 2026 ROYCE CAPITAL FUND, not summed	43,082	0.08%	-1,468	Jun 30, 2026	ROYCE CAPITAL FUND, not summed
19.4	Royce Small-Cap Value Fund Fund S000009516 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	25,791	0.05%	0	Jun 30, 2026	ROYCE FUND, not summed
20	DEPRINCE RACE & ZOLLO INC 13F CIK 1008894 · Registered investment adviser · Sep 30, 2026	769,256	1.41%	+21,298	Sep 30, 2026
21	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	753,801	1.38%	-12,574	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	694,213	1.27%	+36,509	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	41,794	0.08%	0	Jun 30, 2026	Northern Funds, not summed
22.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	26,683	0.05%	+2,568	Jun 30, 2026	Northern Funds, not summed
22.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	9,880	0.02%	+486	Jul 31, 2026	FlexShares Trust, not summed
22.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,845	0.01%	-195	Jun 30, 2026	Northern Funds, not summed
23	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	663,831	1.22%	+230,288	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	256,965	0.47%	+15,600	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
23.2	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	77,915	0.14%	-5,477	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
23.3	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	46,450	0.09%	-520	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
23.4	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	85	0.00%	-3	Jun 30, 2026	Columbia ETF Trust I, not summed
24	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	658,032	1.21%	+6,884	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,946	0.00%	-92	Jul 31, 2026	BNY Mellon ETF Trust, not summed
25	Rockefeller Capital Management L.P. 13F CIK 1739439 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	596,739	1.09%	+103,166	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Rockefeller US Small Cap Core Fund Fund S000080973 · Registered fund · Aug 31, 2026 Trust for Professional Managers, not summed	33,200	0.06%	-13,112	Aug 31, 2026	Trust for Professional Managers, not summed
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	593,964	1.09%	+12,619	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	485,360	0.89%	+338,445	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	65,510	0.12%	+21,397	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
27.2	First Trust/Dow Jones Dividend & Income Allocation Portfolio Fund S000036417 · Registered fund · Jun 30, 2026 First Trust Variable Insurance Trust, not summed	38,738	0.07%	+936	Jun 30, 2026	First Trust Variable Insurance Trust, not summed
27.3	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	26,882	0.05%	—	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
27.4	First Trust Small Cap Value AlphaDEX Fund Fund S000031807 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	14,359	0.03%	+475	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
27.5	First Trust Horizon Managed Volatility Small/Mid ETF Fund S000068212 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund III, not summed	3,867	0.01%	+447	Jul 31, 2026	First Trust Exchange-Traded Fund III, not summed
28	ARIEL INVESTMENTS, LLC 13F CIK 936753 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	450,116	0.83%	-13,301	Jun 30, 2026	carried, not yet filed for the newest quarter
29	NEUMEIER POMA INVESTMENT COUNSEL LLC 13F CIK 1044936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	401,362	0.74%	+5,390	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	384,873	0.71%	+16,294	Jun 30, 2026	carried, not yet filed for the newest quarter
31	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	379,825	0.70%	-3,729	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Loomis Sayles Small Cap Value Fund Fund S000006647 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS I, not summed	39,275	0.07%	-1,530	Jun 30, 2026	LOOMIS SAYLES FUNDS I, not summed
32	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	379,659	0.70%	-40,843	Jun 30, 2026	carried, not yet filed for the newest quarter
33	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	364,451	0.67%	+636	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	21,307	0.04%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
33.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	12,413	0.02%	+165	May 31, 2026	Goldman Sachs ETF Trust, not summed
33.3	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	4,091	0.01%	+889	Jul 31, 2026	Goldman Sachs Trust II, not summed
33.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	1,868	0.00%	+218	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
34	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	344,338	0.63%	-6,164	Jun 30, 2026	carried, not yet filed for the newest quarter
35	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	341,076	0.63%	—	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
36	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	336,649	0.62%	-286,800	Jun 30, 2026	carried, not yet filed for the newest quarter
37	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	334,571	0.61%	+5,848	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	82,832	0.15%	+8,631	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
37.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	38,229	0.07%	-2,797	Jul 31, 2026	Principal Funds, Inc, not summed
37.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	20,399	0.04%	+2,581	Jul 31, 2026	Principal Funds, Inc, not summed
38	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	330,094	0.61%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
39	BURNISON GARY D Insider CIK 1236810 · Jul 13, 2026 Director, CEO, issuer-wide	316,882	0.58%	+118,440	Jul 13, 2026	Director, CEO, issuer-wide
40	Tidal Investments LLC 13F CIK 1600064 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	312,031	0.57%	+67,495	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Rockefeller U.S. Small-Mid Cap ETF Fund S000086716 · Registered fund · Jul 31, 2026 Tidal Trust III, not summed	264,244	0.48%	-27,931	Jul 31, 2026	Tidal Trust III, not summed
40.2	Gotham 1000 Value ETF Fund S000076475 · Registered fund · Jun 30, 2026 Tidal Trust I, not summed	12,371	0.02%	+986	Jun 30, 2026	Tidal Trust I, not summed
40.3	Intech S&P Small-Mid Cap Diversified Alpha ETF Fund S000090661 · Registered fund · Jul 31, 2026 Tidal Trust III, not summed	3,641	0.01%	+2,573	Jul 31, 2026	Tidal Trust III, not summed
40.4	Adasina Social Justice All Cap Global ETF Fund S000069950 · Registered fund · May 31, 2026 Tidal Trust I, not summed	1,318	0.00%	+160	May 31, 2026	Tidal Trust I, not summed
41	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	304,187	0.56%	+304,187	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Leeward Investments, LLC - MA 13F CIK 1923173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	291,012	0.53%	-6,042	Jun 30, 2026	carried, not yet filed for the newest quarter
43	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	286,420	0.53%	+61,799	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	269,485	0.49%	+9,600	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
45	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	269,063	0.49%	+51,629	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Tributary Capital Management, LLC 13F CIK 1441888 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	268,108	0.49%	-7,973	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	TRIBUTARY SMALL COMPANY FUND Fund S000022139 · Registered fund · Jun 30, 2026 TRIBUTARY CAPITAL MANAGEMENT, LLC, not summed	158,578	0.29%	-6,169	Jun 30, 2026	TRIBUTARY CAPITAL MANAGEMENT, LLC, not summed
47	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	249,579	0.46%	+11,007	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	69,710	0.13%	+6,845	Jul 31, 2026	TIAA-CREF Funds, not summed
47.2	Nuveen Small Cap Value Fund Fund S000005570 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	51,881	0.10%	0	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
47.3	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	50,310	0.09%	-990	Jul 31, 2026	TIAA-CREF Funds, not summed
47.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	45,247	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
47.5	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	1,237	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
48	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	230,954	0.42%	0	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
49	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	208,840	0.38%	+3,882	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
50	American Beacon Small Cap Value Fund Fund S000001818 · Registered fund · Jul 31, 2026 AMERICAN BEACON FUNDS, not summed	197,751	0.36%	+65,029	Jul 31, 2026	AMERICAN BEACON FUNDS, not summed

67 more nested rows are not shown here; Every filing lists them all.

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Key facts CIK 56679 CUSIP 500643200 13F (30d) 52 filings 52 filers Visit website Investor relations