KWR · Quaker Chemical Corp · Shareholders & Ownership

$159.47 +1.50 (+0.95%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.72B

17.21M

Volume · Oct 21 3803 Avg daily vol (3M) 147.55K

Every disclosed holder of KWR 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 KWR

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)	314	15,617,303	90.76%	Yes
Insiders (Forms 3, 4, 5)	27	7,447,530	43.28%	Yes
13D/G-only blocks	1	882,890	5.13%	Yes
Remaining	—	6,740,021	-39.17%	Negative
Registered funds (N-PORT, not summed)	311	8,559,155	49.74%	No

Shares outstanding: 17,207,702, 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 KWR

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	Gulf Hungary Holding Korlatolt Felelossegu Tarsasag 13D CIK 1783455 · Unknown · Aug 20, 2026 Item 4 purpose: Other not summed	3,639,017	21.15%	-1,112	Aug 20, 2026	not summed
1.1	Gulf Hungary Holding Korlatolt Felelossegu Tarsasag Insider CIK 1783455 · Aug 20, 2026 10% Owner, issuer-wide	3,639,017	21.15%	+3,905	Aug 20, 2026	10% Owner, issuer-wide
2	QH Hungary Holdings Ltd Insider CIK 1808660 · Nov 25, 2025 10% Owner, issuer-wide	3,635,112	21.12%	-75,000	Nov 25, 2025	10% Owner, issuer-wide
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,110,468	12.26%	+86,364	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	826,692	4.80%	+4,597	Jun 30, 2026	iShares Trust, not summed
3.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	362,999	2.11%	+26,900	Jun 30, 2026	iShares Trust, not summed
3.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	129,618	0.75%	+11,719	Jun 30, 2026	iShares Trust, not summed
3.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	118,117	0.69%	-15,630	Jun 30, 2026	iShares Trust, not summed
3.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	26,065	0.15%	+3,927	Jun 30, 2026	Quantitative Master Series LLC, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	944,939	5.49%	+15,526	Jun 30, 2026	carried, not yet filed for the newest quarter
5	T. Rowe Price Investment Management, Inc. 13G CIK 1897612 · Investment adviser · Dec 31, 2023	882,890	5.13%	—	Dec 31, 2023
6	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	860,494	5.00%	+36,591	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Royce Premier Fund Fund S000009505 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	245,608	1.43%	+8,314	Jun 30, 2026	ROYCE FUND, not summed
6.2	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	158,366	0.92%	+9,970	Jun 30, 2026	ROYCE FUND, not summed
6.3	Royce Small-Cap Total Return Fund Fund S000009510 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	91,071	0.53%	+29,622	Jun 30, 2026	ROYCE FUND, not summed
6.4	Royce SMid-Cap Total Return Fund Fund S000009522 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	6,226	0.04%	0	Jun 30, 2026	ROYCE FUND, not summed
7	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	776,181	4.51%	+25,392	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	147,167	0.86%	+5,563	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.2	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	87,193	0.51%	+4,947	Jul 31, 2026	Dimensional ETF Trust, not summed
7.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	79,885	0.46%	-5,552	Jul 31, 2026	Dimensional ETF Trust, not summed
7.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	72,316	0.42%	+1,085	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.5	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	62,637	0.36%	+675	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	679,621	3.95%	-68,520	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	623,889	3.63%	+151	Jun 30, 2026	carried, not yet filed for the newest quarter
10	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	573,661	3.33%	-40,815	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	92	0.00%	+89	Jul 31, 2026	E Trade Trust, not summed
11	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	571,422	3.32%	+28,564	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	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	126,155	0.73%	+2,480	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.2	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	71,170	0.41%	-25	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.3	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	16,274	0.09%	-526	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
11.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	4,807	0.03%	-100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
11.5	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	2,784	0.02%	+40	Jun 30, 2026	SPDR SERIES TRUST, not summed
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	441,665	2.57%	-5,764	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	436,463	2.54%	+94,889	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	208,778	1.21%	-11,887	May 29, 2026	Delaware Group Equity Funds V, not summed
13.2	Optimum Small-Mid Cap Value Fund Fund S000002425 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	60,957	0.35%	-7,791	Jun 30, 2026	Optimum Fund Trust, not summed
14	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	420,535	2.44%	+32,129	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	William Blair Small Cap Growth Fund Fund S000008602 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	97,657	0.57%	+12,360	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
14.2	William Blair Small-Mid Cap Core Fund Fund S000066499 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	16,918	0.10%	-9	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
14.3	William Blair Growth Fund Fund S000008594 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	7,195	0.04%	-1,377	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
15	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	392,247	2.28%	-3,718	Jun 30, 2026	carried, not yet filed for the newest quarter
16	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	354,932	2.06%	+18,645	Jun 30, 2026	carried, not yet filed for the newest quarter
17	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	318,358	1.85%	-1,335	Jun 30, 2026	VANGUARD INDEX 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	310,443	1.80%	-15,581	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	164,742	0.96%	-8,734	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
18.2	Allspring Special Global Small Cap Fund Fund S000029113 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	11,490	0.07%	-395	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
19	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	295,250	1.72%	-68,236	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Copeland Capital Management, LLC 13F CIK 1541743 · Investment adviser · Sep 30, 2026	251,649	1.46%	-6,419	Sep 30, 2026
21	DEPRINCE RACE & ZOLLO INC 13F CIK 1008894 · Registered investment adviser · Sep 30, 2026	245,575	1.43%	-14,896	Sep 30, 2026
22	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	233,176	1.36%	+9,146	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Global Alpha Capital Management Ltd. 13F CIK 1584691 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	216,161	1.26%	+46,402	Jun 30, 2026	carried, not yet filed for the newest quarter
24	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	210,015	1.22%	-11,000	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	145,538	0.85%	-14,774	May 31, 2026	MFS SERIES TRUST XIII, not summed
24.2	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	2,482	0.01%	-152	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
24.3	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	328	0.00%	-47	Jul 31, 2026	MFS Series Trust XV, not summed
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	205,757	1.20%	-5,167	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	65,713	0.38%	-826	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	54,894	0.32%	-6,467	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	33,879	0.20%	+3,620	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	14,807	0.09%	+277	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	8,126	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	205,563	1.19%	+17,713	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Calvert Small Cap Fund Fund S000008714 · Registered fund · Jun 30, 2026 Calvert Impact Fund, Inc., not summed	203,229	1.18%	-69,948	Jun 30, 2026	Calvert Impact Fund, Inc., not summed
28	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	201,836	1.17%	-1,759	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	198,095	1.15%	-1,254	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Janus Henderson Small Cap Value Fund Fund S000010480 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	147,177	0.86%	0	Jun 30, 2026	Janus Investment Fund, not summed
29.2	Janus Henderson Small-Mid Cap Value Fund Fund S000035097 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	12,738	0.07%	-1,254	Jun 30, 2026	Janus Investment Fund, not summed
30	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	191,819	1.11%	-3,870	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,095	0.04%	+787	Jun 30, 2026	Northern Funds, not summed
30.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,500	0.01%	-71	Jun 30, 2026	Northern Funds, not summed
30.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	162	0.00%	+8	Jul 31, 2026	FlexShares Trust, not summed
31	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	179,862	1.05%	-135,897	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Victory Sycamore Small Company Opportunity Fund Fund S000000800 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	140,000	0.81%	-90,000	Jun 30, 2026	Victory Portfolios, not summed
31.2	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	1,567	0.01%	+18	Jul 31, 2026	Victory Portfolios III, not summed
32	ROYCE SMALL-CAP TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE SMALL-CAP TRUST, INC., not summed	179,653	1.04%	—	Jun 30, 2026	ROYCE SMALL-CAP TRUST, INC., not summed
32.1	ROYCE GLOBAL TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE GLOBAL TRUST, INC., not summed	12,580	0.07%	—	Jun 30, 2026	ROYCE GLOBAL TRUST, INC., not summed
32.2	Guggenheim Active Allocation Fund Fund · Registered fund · May 29, 2026 Guggenheim Active Allocation Fund, not summed	157	0.00%	—	May 29, 2026	Guggenheim Active Allocation Fund, not summed
33	HEARTLAND ADVISORS INC 13F CIK 937394 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	165,289	0.96%	+35,496	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Heartland Value Fund Fund S000003523 · Registered fund · Jun 30, 2026 HEARTLAND GROUP INC., not summed	115,000	0.67%	+30,000	Jun 30, 2026	HEARTLAND GROUP INC., not summed
33.2	Heartland Value Plus Fund Fund S000003524 · Registered fund · Jun 30, 2026 HEARTLAND GROUP INC., not summed	40,000	0.23%	+5,000	Jun 30, 2026	HEARTLAND GROUP INC., not summed
34	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	162,974	0.95%	+68,436	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	First Eagle Small Cap Opportunity Fund Fund S000072438 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	144,066	0.84%	+52,751	Jul 31, 2026	First Eagle Funds, not summed
35	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	157,512	0.92%	+5,098	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
36	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	156,874	0.91%	-1,130	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Kennedy Capital Small Cap Value Fund Fund S000076118 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	6,037	0.04%	+224	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
36.2	Kennedy Capital ESG SMID Cap Fund Fund S000063803 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	3,818	0.02%	0	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
37	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	143,983	0.84%	-20,930	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Carillon Eagle Small Cap Growth Fund Fund S000008482 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	24,683	0.14%	-573	Jun 30, 2026	Carillon Series Trust, not summed
37.2	Carillon Chartwell Small Cap Value Fund Fund S000075964 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	4,944	0.03%	-162	Jun 30, 2026	Carillon Series Trust, not summed
38	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	135,064	0.78%	+3,026	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	519	0.00%	+29	Jul 31, 2026	BNY Mellon ETF Trust, not summed
39	Aberdeen Group plc 13F CIK 1716774 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	131,863	0.77%	+27,000	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	abrdn U.S. Small Cap Equity Fund Fund S000020297 · Registered fund · Jul 31, 2026 abrdn Funds, not summed	49,873	0.29%	+5,512	Jul 31, 2026	abrdn Funds, not summed
39.2	abrdn Focused U.S. Small Cap Active ETF Fund S000088604 · Registered fund · Jul 31, 2026 abrdn Funds, not summed	1,957	0.01%	+783	Jul 31, 2026	abrdn Funds, not summed
40	MetLife Investment Management, LLC 13F CIK 1529735 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	122,549	0.71%	-26,947	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	MetLife Small Company Equity Fund Fund S000063587 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	611	0.00%	-119	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
41	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	117,659	0.68%	+15,035	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Hosking Partners LLP 13F CIK 1650135 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	112,605	0.65%	-2,064	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	107,611	0.63%	-81,629	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	21,245	0.12%	-1,972	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
43.2	Invesco Small Cap Equity Fund Fund S000000218 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	20,819	0.12%	-42,346	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
43.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	16,536	0.10%	+1,371	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
43.4	Invesco S&P SmallCap Materials ETF Fund S000028302 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	3,780	0.02%	+972	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
43.5	Invesco Global Small Cap Equity Fund Fund S000000212 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	3,468	0.02%	-3,429	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
44	CRAMER ROSENTHAL MCGLYNN LLC 13F CIK 820743 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	106,074	0.62%	+36,825	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Tributary Capital Management, LLC 13F CIK 1441888 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	92,150	0.54%	+92,150	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	TRIBUTARY SMALL COMPANY FUND Fund S000022139 · Registered fund · Jun 30, 2026 TRIBUTARY CAPITAL MANAGEMENT, LLC, not summed	54,449	0.32%	—	Jun 30, 2026	TRIBUTARY CAPITAL MANAGEMENT, LLC, not summed
46	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	91,359	0.53%	+2,061	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	21,928	0.13%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
46.2	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	5,682	0.03%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
46.3	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	4,457	0.03%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
46.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	3,854	0.02%	+51	May 31, 2026	Goldman Sachs ETF Trust, not summed
46.5	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	1,061	0.01%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
47	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	91,105	0.53%	+2,383	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	90,178	0.52%	+5,750	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Tax-Managed U.S. Mid & Small Cap Fund Fund S000001571 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	32,841	0.19%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
48.2	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	8,276	0.05%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
48.3	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	1,912	0.01%	0	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
48.4	Russell Investments U.S. Small Cap Equity ETF Fund S000089990 · Registered fund · Jun 30, 2026 Russell Investments Exchange Traded Funds, not summed	847	0.00%	+196	Jun 30, 2026	Russell Investments Exchange Traded Funds, not summed
49	JPMorgan Small Cap Equity Fund Fund S000002794 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	90,033	0.52%	-41,129	Jun 30, 2026	JPMorgan Trust I, not summed
50	NEW YORK STATE COMMON RETIREMENT FUND 13F CIK 810265 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	86,687	0.50%	-3,917	Jun 30, 2026	carried, not yet filed for the newest quarter

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

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Key facts CIK 81362 CUSIP 747316107 13F (30d) 38 filings 38 filers Visit website Investor relations