MTH · Meritage Homes CORP · Shareholders & Ownership

$59.32 -0.91 (-1.51%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.93B

65.17M

Volume · Oct 21 764.85K Avg daily vol (3M) 825.32K

Every disclosed holder of MTH 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 MTH

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)	401	67,665,660	103.82%	Yes
Insiders (Forms 3, 4, 5)	18	2,084,325	3.20%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	4,575,892	-7.02%	Negative
Registered funds (N-PORT, not summed)	350	34,849,798	53.47%	No

Shares outstanding: 65,174,093, 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 MTH

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	12,228,015	18.76%	+503,452	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	4,018,460	6.17%	+7,129	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,713,676	2.63%	+66,865	Jun 30, 2026	iShares Trust, not summed
1.3	iShares U.S. Home Construction ETF Fund S000009415 · Registered fund · Jun 30, 2026 iShares Trust, not summed	644,153	0.99%	-2,915	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	625,096	0.96%	+48,560	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	574,217	0.88%	-78,885	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,046,067	6.21%	+78,631	Jun 30, 2026	carried, not yet filed for the newest quarter
3	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,916,619	6.01%	+328,569	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	1,304,331	2.00%	-1,751	Jul 31, 2026	Fidelity Puritan Trust, not summed
3.2	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	731,052	1.12%	+61,687	Jul 31, 2026	Fidelity Salem Street Trust, not summed
3.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	346,872	0.53%	-45,401	May 31, 2026	Fidelity Concord Street Trust, not summed
3.4	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	304,900	0.47%	-21,500	May 31, 2026	Fidelity Rutland Square Trust II, not summed
3.5	Fidelity Low-Priced Stock K6 Fund Fund S000057291 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	246,403	0.38%	+7,651	Jul 31, 2026	Fidelity Puritan Trust, not summed
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,594,997	5.52%	+140,265	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) SPDR(R) S&P(R) Homebuilders ETF Fund S000010019 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	685,068	1.05%	-92,448	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	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	611,347	0.94%	+6,697	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	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	347,625	0.53%	-2,246	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	22,634	0.03%	-1,500	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4.5	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	14,241	0.02%	+160	Jun 30, 2026	SPDR SERIES TRUST, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,896,044	4.44%	+13,234	Jun 30, 2026	carried, not yet filed for the newest quarter
6	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,873,406	4.41%	-4,562	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	800,533	1.23%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	504,272	0.77%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	319,437	0.49%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	242,351	0.37%	-178	Jul 31, 2026	Dimensional ETF Trust, not summed
6.5	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	185,604	0.28%	-121	Jul 31, 2026	Dimensional ETF Trust, not summed
7	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,042,101	3.13%	+54,251	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,014,383	3.09%	-7,622	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	1,987,850	3.05%	0	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
10	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,839,080	2.82%	+438,051	Jun 30, 2026	carried, not yet filed for the newest quarter
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,718,277	2.64%	+56,536	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	1,452,903	2.23%	-9,592	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,443,063	2.21%	+45,274	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	119,051	0.18%	-5,053	May 31, 2026	Goldman Sachs Trust, not summed
13.2	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	17,182	0.03%	+4,578	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
13.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	9,306	0.01%	+123	May 31, 2026	Goldman Sachs ETF Trust, not summed
13.4	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	2,410	0.00%	+12	May 31, 2026	Goldman Sachs ETF Trust II, not summed
13.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	1,134	0.00%	+690	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
14	BAMCO INC /NY/ 13F CIK 1017918 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,341,653	2.06%	+1,341,653	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Baron Real Estate Fund Fund S000027257 · Registered fund · Jun 30, 2026 BARON SELECT FUNDS, not summed	1,148,300	1.76%	—	Jun 30, 2026	BARON SELECT FUNDS, not summed
14.2	Baron Real Estate Income Fund Fund S000060170 · Registered fund · Jun 30, 2026 BARON SELECT FUNDS, not summed	116,150	0.18%	—	Jun 30, 2026	BARON SELECT FUNDS, not summed
15	GREENHAVEN ASSOCIATES INC 13F CIK 846222 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,297,494	1.99%	-157,355	Jun 30, 2026	carried, not yet filed for the newest quarter
16	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,296,501	1.99%	-50,712	Jun 30, 2026	carried, not yet filed for the newest quarter
17	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,155,013	1.77%	+463,423	Jun 30, 2026	carried, not yet filed for the newest quarter
18	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,120,468	1.72%	+270,044	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	1,036,907	1.59%	+54,698	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	320,527	0.49%	-21,912	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	180,825	0.28%	-9,522	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	161,913	0.25%	+14,208	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.4	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	112,235	0.17%	+1,005	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.5	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	63,881	0.10%	+9,138	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	931,561	1.43%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	920,584	1.41%	-11,200	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	900,240	1.38%	+715,501	Jun 30, 2026	carried, not yet filed for the newest quarter
23	HILTON STEVEN J Insider CIK 1030513 · May 12, 2026 Director, Executive Chairman, issuer-wide	863,021	1.32%	0	May 12, 2026	Director, Executive Chairman, issuer-wide
24	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	821,387	1.26%	-1,935	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	2,378	0.00%	-197	Jul 31, 2026	BNY Mellon ETF Trust, not summed
25	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	804,790	1.23%	-148,183	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	142	0.00%	—	Jul 31, 2026	E Trade Trust, not summed
26	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	793,553	1.22%	+68,520	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	35,731	0.05%	0	Jun 30, 2026	Northern Funds, not summed
26.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	33,816	0.05%	+2,623	Jun 30, 2026	Northern Funds, not summed
26.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	14,252	0.02%	+700	Jul 31, 2026	FlexShares Trust, not summed
26.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,167	0.01%	—	Jun 30, 2026	Northern Funds, not summed
27	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	772,275	1.18%	+94,656	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
28	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	772,275	1.18%	+94,656	Jun 30, 2026	carried, not yet filed for the newest quarter
29	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	764,933	1.17%	+21,429	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	665,083	1.02%	+61,014	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	373,370	0.57%	+22,800	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
30.2	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	99,718	0.15%	-12,351	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
30.3	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	67,570	0.10%	-2,300	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
30.4	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	95	0.00%	+4	Jun 30, 2026	Columbia ETF Trust I, not summed
31	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	638,872	0.98%	-36,321	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	426,205	0.65%	-16,500	May 29, 2026	Delaware Group Equity Funds V, not summed
31.2	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	217,400	0.33%	-5,400	Jun 30, 2026	Delaware VIP Trust, not summed
32	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	614,232	0.94%	-3,270	Jun 30, 2026	carried, not yet filed for the newest quarter
33	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	612,251	0.94%	+45,719	Jun 30, 2026	carried, not yet filed for the newest quarter
34	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	583,680	0.90%	+24,030	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Franklin Small Cap Value Fund Fund S000007356 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	218,213	0.33%	0	Jul 31, 2026	Franklin Value Investors Trust, not summed
34.2	Franklin Small Cap Value VIP Fund Fund S000007315 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	65,785	0.10%	0	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
34.3	Franklin Mutual Small-Mid Cap Value Fund Fund S000007354 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	31,063	0.05%	+15,659	Jul 31, 2026	Franklin Value Investors Trust, not summed
34.4	Franklin Small Cap Enhanced ETF Fund S000097279 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	1,374	0.00%	-168	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
35	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	508,935	0.78%	+190,662	Jun 30, 2026	carried, not yet filed for the newest quarter
36	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	504,035	0.77%	-112,384	Jun 30, 2026	carried, not yet filed for the newest quarter
37	GRS Advisors, LLC 13F CIK 1544554 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	458,625	0.70%	+436,121	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Harbor Small Cap Value Fund Fund S000000689 · Registered fund · Jul 31, 2026 HARBOR FUNDS, not summed	449,267	0.69%	-16,043	Jul 31, 2026	HARBOR FUNDS, not summed
39	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	441,260	0.68%	+14,000	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Callodine Capital Management, LP 13F CIK 1741675 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	440,000	0.68%	+305,000	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	422,476	0.65%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
42	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	412,023	0.63%	-78,872	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Lord Phillippe Insider CIK 1637869 · Mar 23, 2026 Director, Chief Executive Officer, issuer-wide	379,002	0.58%	+48,907	Mar 23, 2026	Director, Chief Executive Officer, issuer-wide
44	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	367,561	0.56%	+193,965	Jun 30, 2026	carried, not yet filed for the newest quarter
45	ALGERT GLOBAL LLC 13F CIK 1275218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	356,121	0.55%	+259,291	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	346,618	0.53%	+1,370	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
47	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	322,372	0.49%	-2,312	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	49,145	0.08%	-3,362	Jul 31, 2026	Principal Funds, Inc, not summed
47.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	4,433	0.01%	-150,049	Jul 31, 2026	Principal Funds, Inc, not summed
47.3	Diversified Real Asset Fund Fund S000028139 · Registered fund · May 31, 2026 Principal Funds, Inc, not summed	1,397	0.00%	-1,893	May 31, 2026	Principal Funds, Inc, not summed
48	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	305,797	0.47%	+305,797	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	3,667	0.01%	—	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
48.2	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	490	0.00%	—	Jul 31, 2026	MFS Series Trust XV, not summed
49	Aberdeen Group plc 13F CIK 1716774 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	296,900	0.46%	-47,700	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	abrdn Dynamic Dividend Fund Fund S000061517 · Registered fund · Jul 31, 2026 abrdn Funds, not summed	12,100	0.02%	-2,000	Jul 31, 2026	abrdn Funds, not summed
50	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	273,317	0.42%	+9,719	Jun 30, 2026	carried, not yet filed for the newest quarter

66 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 833079 CUSIP 59001A102 13F (30d) 45 filings 45 filers Visit website Investor relations