MATV · Mativ Holdings, Inc. · Shareholders & Ownership

$11.88 -0.18 (-1.49%)

Russell 2000 member Rebalance outlook locked

Market Cap

$665.59M

55.19M

Volume · Oct 26 63.96K Avg daily vol (3M) 520.94K

Every disclosed holder of MATV 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 MATV

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)	202	51,536,820	93.38%	Yes
Insiders (Forms 3, 4, 5)	15	1,233,278	2.23%	Yes
13D/G-only blocks	2	4,329,820	7.85%	Yes
Remaining	—	1,909,820	-3.46%	Negative
Registered funds (N-PORT, not summed)	216	23,541,745	42.66%	No

Shares outstanding: 55,190,098, 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 MATV

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	6,207,666	11.25%	+172,565	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,434,824	2.60%	+121,875	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	514,080	0.93%	+56,873	Jun 30, 2026	iShares Trust, not summed
1.3	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	497,485	0.90%	-6,160	May 29, 2026	BlackRock Funds, not summed
1.4	iShares U.S. Small-Cap Equity Factor ETF Fund S000048624 · Registered fund · Jul 31, 2026 iShares Trust, not summed	201,498	0.37%	+18,379	Jul 31, 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	106,830	0.19%	+14,516	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	Rubric Capital Management LP 13F CIK 1687509 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,982,442	7.22%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Allspring Global Investments Holdings, LLC 13G CIK 1890906 · Holding company · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,474,637	6.30%	-657,628	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.1	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,728,771	6.76%	-360,823	Jun 30, 2026	carried, not yet filed for the newest quarter
3.2	Allspring Special Small Cap Value Fund Fund S000029108 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	2,640,239	4.78%	-246,789	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
3.3	Allspring Disciplined Small Cap Fund Fund S000007342 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	9,164	0.02%	+597	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
4	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,089,039	5.60%	+388,192	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	American Century Investment Management, Inc. 13G CIK 52388 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,089,039	5.60%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,789,161	5.05%	—	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.1	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,593,191	4.70%	+275,641	Jun 30, 2026	carried, not yet filed for the newest quarter
5.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	550,112	1.00%	+149,727	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	362,523	0.66%	+119,814	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	322,380	0.58%	+129,566	Jul 31, 2026	Dimensional ETF Trust, not summed
5.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	233,984	0.42%	+15,300	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	2,566,297	4.65%	+339,428	May 31, 2026	American Century ETF Trust, not summed
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,468,331	4.47%	+74,348	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Boundary Creek Advisors LP 13G CIK 1771944 · Registered investment adviser · Jun 30, 2025 Rule 13d-1(b), qualified institution	2,188,984	3.97%	-631,305	Jun 30, 2025	Rule 13d-1(b), qualified institution
9	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Dec 31, 2024 Rule 13d-1(b), qualified institution	2,140,836	3.88%	-660,333	Dec 31, 2024	Rule 13d-1(b), qualified institution
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,767,898	3.20%	+55,800	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,521,787	2.76%	+196,454	Jun 30, 2026	carried, not yet filed for the newest quarter
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,421,015	2.57%	+86,313	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Invenomic Capital Management LP 13F CIK 1769456 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,348,326	2.44%	-585,103	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Invenomic Fund Fund S000057713 · Registered fund · Jul 31, 2026 NORTHERN LIGHTS FUND TRUST II, not summed	455,914	0.83%	-464,140	Jul 31, 2026	NORTHERN LIGHTS FUND TRUST II, not summed
14	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,304,739	2.36%	+421,031	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	117,691	0.21%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
14.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	61,953	0.11%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
14.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	45,867	0.08%	+11,332	May 31, 2026	Goldman Sachs ETF Trust, not summed
14.4	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	12,358	0.02%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
14.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	6,125	0.01%	-375	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
15	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,175,464	2.13%	-1,105	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	20,621	0.04%	+1,100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
15.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	1,228	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
15.3	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	336	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
16	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,135,752	2.06%	-128,292	Jun 30, 2026	carried, not yet filed for the newest quarter
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,134,448	2.06%	-428,552	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	655,187	1.19%	-291,999	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
17.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	261,859	0.47%	-4,142	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
17.3	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	178,260	0.32%	-28,492	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
17.4	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	133,649	0.24%	+13,761	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
17.5	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	107,944	0.20%	-66,125	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
18	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,117,189	2.02%	+118,179	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	980,055	1.78%	-5,916	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	426,874	0.77%	-26,380	Jun 30, 2026	College Retirement Equities Fund, not summed
19.2	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	398,930	0.72%	-7,900	Jul 31, 2026	TIAA-CREF Funds, not summed
19.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	58,039	0.11%	+3,367	Jul 31, 2026	TIAA-CREF Funds, not summed
19.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	44,666	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
19.5	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	8,283	0.02%	-207	Jun 30, 2026	TIAA-CREF Life Funds, not summed
20	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	938,266	1.70%	+26,148	Jun 30, 2026	carried, not yet filed for the newest quarter
21	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	936,168	1.70%	+627,802	Jun 30, 2026	carried, not yet filed for the newest quarter
22	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	702,520	1.27%	+136,677	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	36,342	0.07%	—	Jun 30, 2026	AQR Funds, not summed
23	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	656,619	1.19%	+307,645	Jun 30, 2026	carried, not yet filed for the newest quarter
24	DEPRINCE RACE & ZOLLO INC 13F CIK 1008894 · Registered investment adviser · Sep 30, 2026	653,205	1.18%	+94,858	Sep 30, 2026
25	Brighthouse Small Cap Value Portfolio Fund S000011105 · Registered fund · Jun 30, 2026 Brighthouse Funds Trust I, not summed	652,844	1.18%	+10,233	Jun 30, 2026	Brighthouse Funds Trust I, not summed
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	641,989	1.16%	+22,502	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	576,095	1.04%	+144,164	Jun 30, 2026	carried, not yet filed for the newest quarter
28	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	555,285	1.01%	+23,504	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	50,971	0.09%	0	Jun 30, 2026	Northern Funds, not summed
28.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	28,488	0.05%	+4,863	Jun 30, 2026	Northern Funds, not summed
28.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	9,292	0.02%	-445	Jun 30, 2026	Northern Funds, not summed
29	ICON ADVISERS INC/CO 13F CIK 1058470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	545,000	0.99%	+545,000	Jun 30, 2026	carried, not yet filed for the newest quarter
30	ICON Natural Resources and Infrastructure Fund Fund S000067904 · Registered fund · Jun 30, 2026 SCM Trust, not summed	545,000	0.99%	—	Jun 30, 2026	SCM Trust, not summed
31	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	515,639	0.93%	+7,560	Jun 30, 2026	carried, not yet filed for the newest quarter
32	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	508,316	0.92%	+426,747	Jun 30, 2026	carried, not yet filed for the newest quarter
33	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	507,645	0.92%	-19,584	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	129,752	0.24%	-5,000	Jun 30, 2026	Bridgeway Funds, Inc., not summed
33.2	Small-Cap Value Fund Fund S000004427 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	96,000	0.17%	-25,000	Jun 30, 2026	Bridgeway Funds, Inc., not summed
34	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	506,064	0.92%	-79,972	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	494,884	0.90%	+3,516	Jun 30, 2026	carried, not yet filed for the newest quarter
36	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	446,120	0.81%	+200,983	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	435,994	0.79%	+36,119	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	174,813	0.32%	+14,139	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
37.2	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	37,524	0.07%	-440	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
37.3	Russell Investments U.S. Small Cap Equity ETF Fund S000089990 · Registered fund · Jun 30, 2026 Russell Investments Exchange Traded Funds, not summed	12,487	0.02%	+1,580	Jun 30, 2026	Russell Investments Exchange Traded Funds, not summed
38	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	427,180	0.77%	+163,774	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Mayflower Financial Advisors, LLC 13F CIK 1852930 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	375,246	0.68%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	370,600	0.67%	+6,044	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	365,070	0.66%	+10,736	Jun 30, 2026	carried, not yet filed for the newest quarter
42	TUDOR INVESTMENT CORP ET AL 13F CIK 923093 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	319,441	0.58%	-23,257	Jun 30, 2026	carried, not yet filed for the newest quarter
43	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	316,489	0.57%	-782,303	Jun 30, 2026	carried, not yet filed for the newest quarter
44	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	312,330	0.57%	-35,610	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	10,288	0.02%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
45	VANGUARD STRATEGIC SMALL-CAP EQUITY FUND Fund S000012432 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	302,761	0.55%	0	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
46	Barnett & Company, Inc. 13F CIK 1426588 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	300,677	0.54%	+55,300	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Schertell Julie Insider CIK 1509525 · Mar 11, 2025 Director, issuer-wide	299,847	0.54%	+15,866	Mar 11, 2025	Director, issuer-wide
48	WisdomTree U.S. SmallCap Dividend Fund Fund S000012394 · Registered fund · Jun 30, 2026 WisdomTree Trust, not summed	292,498	0.53%	-1,360	Jun 30, 2026	WisdomTree Trust, not summed
49	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	281,893	0.51%	+10,416	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	281,893	0.51%	+10,416	Jun 30, 2026	EA Series Trust, not summed
50	Singhal Shruti Insider CIK 1698686 · Mar 11, 2026 Director, President, CEO, issuer-wide	278,194	0.50%	+221,661	Mar 11, 2026	Director, President, CEO, issuer-wide

29 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 1000623 CUSIP 808541106 13F (30d) 28 filings 28 filers Visit website Investor relations