MTRN · MATERION Corp · Shareholders & Ownership

$239.26 -4.22 (-1.73%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$5.07B

20.83M

Volume · Oct 20 117.35K Avg daily vol (3M) 309.46K

Every disclosed holder of MTRN 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 MTRN

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)	411	20,414,297	97.99%	Yes
Insiders (Forms 3, 4, 5)	12	377,075	1.81%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	42,353	0.20%	Rest
Registered funds (N-PORT, not summed)	339	11,341,295	54.44%	No

Shares outstanding: 20,833,725, 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 MTRN

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	3,473,501	16.67%	+104,555	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	1,253,149	6.02%	+3,472	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	538,871	2.59%	+32,822	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	193,799	0.93%	+161,348	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	102,808	0.49%	+4,699	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	80,587	0.39%	-10,533	Jun 30, 2026	iShares Trust, not summed
2	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,456,230	6.99%	+128,026	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	State Street(R) SPDR(R) S&P(R) Metals & Mining ETF Fund S000012333 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	621,959	2.99%	+101,035	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.2	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	190,660	0.92%	+3,170	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	65,672	0.32%	+5,523	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.4	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	48,622	0.23%	+46	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	7,255	0.03%	+100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,396,559	6.70%	+46,626	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,000,456	4.80%	+210,583	Jun 30, 2026	carried, not yet filed for the newest quarter
5	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	973,999	4.68%	-76,993	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	937,553	4.50%	+9,695	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	660,768	3.17%	+1,044	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	616,020	2.96%	-266,664	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Small Cap Growth Fund Fund S000006193 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	196,336	0.94%	-46,459	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
8.2	Global Small Cap Fund Fund S000053103 · Registered fund · May 31, 2026 American Century World Mutual Funds, Inc., not summed	2,399	0.01%	—	May 31, 2026	American Century World Mutual Funds, Inc., not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	591,006	2.84%	+87,038	Jun 30, 2026	carried, not yet filed for the newest quarter
10	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	577,952	2.77%	-307,215	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	99,969	0.48%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.2	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	96,495	0.46%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	68,932	0.33%	+1,446	Jul 31, 2026	Dimensional ETF Trust, not summed
10.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	40,792	0.20%	+2,505	Jul 31, 2026	Dimensional ETF Trust, not summed
10.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	31,415	0.15%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
11	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	495,230	2.38%	+53,225	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	477,240	2.29%	-1,416	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	BARROW HANLEY MEWHINNEY & STRAUSS LLC 13F CIK 313028 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	446,069	2.14%	-83,772	Jun 30, 2026	carried, not yet filed for the newest quarter
14	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	411,140	1.97%	-13,338	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	45	0.00%	+27	Jul 31, 2026	E Trade Trust, not summed
15	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	364,636	1.75%	-158,325	May 31, 2026	American Century ETF Trust, not summed
16	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	329,282	1.58%	+304,879	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	164,200	0.79%	—	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
16.2	T. Rowe Price Small-Cap Stock Fund, Inc. Fund S000002120 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed	61,000	0.29%	—	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
16.3	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	35,700	0.17%	—	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
16.4	T. Rowe Price Institutional Small-Cap Stock Fund Fund S000002094 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	32,857	0.16%	—	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
16.5	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	3,166	0.02%	+679	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
17	SEGALL BRYANT & HAMILL, LLC 13F CIK 1006378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	313,988	1.51%	-20,349	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	SBH SMALL CAP GROWTH FUND Fund S000043443 · Registered fund · Jun 30, 2026 Segall Bryant & Hamill Trust, not summed	38,699	0.19%	-2,274	Jun 30, 2026	Segall Bryant & Hamill Trust, not summed
17.2	SBH SMALL CAP CORE FUND Fund S000067438 · Registered fund · Jun 30, 2026 Segall Bryant & Hamill Trust, not summed	9,317	0.04%	-2,583	Jun 30, 2026	Segall Bryant & Hamill Trust, not summed
18	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	302,199	1.45%	-2,271	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	281,712	1.35%	+21,208	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Global X U.S. Infrastructure Development ETF Fund S000056509 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	250,573	1.20%	+17,123	May 31, 2026	GLOBAL X FUNDS, not summed
19.2	Global X Russell 2000 ETF Fund S000085029 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	10,052	0.05%	+1,093	Jul 31, 2026	GLOBAL X FUNDS, not summed
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	270,972	1.30%	-21,572	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	99,781	0.48%	-856	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	62,148	0.30%	-12,413	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	50,907	0.24%	+5,516	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	14,491	0.07%	-2,089	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	12,452	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	264,657	1.27%	+16,880	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,625	0.05%	+1,000	Jun 30, 2026	Northern Funds, not summed
21.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,226	0.02%	-121	Jun 30, 2026	Northern Funds, not summed
21.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	513	0.00%	+24	Jul 31, 2026	FlexShares Trust, not summed
22	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	245,405	1.18%	-47,193	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Carillon Eagle Small Cap Growth Fund Fund S000008482 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	25,421	0.12%	-590	Jun 30, 2026	Carillon Series Trust, not summed
22.2	Carillon Chartwell Small Cap Value Fund Fund S000075964 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	2,753	0.01%	-103	Jun 30, 2026	Carillon Series Trust, not summed
23	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	238,437	1.14%	+7,100	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	235,842	1.13%	+119,000	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	25,845	0.12%	+8,478	Jul 31, 2026	Goldman Sachs Trust, not summed
24.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	20,348	0.10%	+16,475	Jul 31, 2026	Goldman Sachs Trust, not summed
24.3	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	9,785	0.05%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
24.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	5,786	0.03%	+1,029	May 31, 2026	Goldman Sachs ETF Trust, not summed
24.5	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	3,870	0.02%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
25	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	228,570	1.10%	+85,363	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	83,250	0.40%	-1,650	Jul 31, 2026	TIAA-CREF Funds, not summed
25.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	68,150	0.33%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
25.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	27,387	0.13%	+2,551	Jul 31, 2026	TIAA-CREF Funds, not summed
25.4	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	19,621	0.09%	-2,005	Jul 31, 2026	NuShares ETF Trust, not summed
25.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	17,965	0.09%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
26	Harvey Partners, LLC 13F CIK 1406484 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	220,068	1.06%	-73,053	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Trigran Investments, Inc. 13F CIK 1336800 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	219,877	1.06%	-114,108	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	200,119	0.96%	+20,906	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	133,276	0.64%	+27,150	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
28.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	24,560	0.12%	-1,350	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
28.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	13,865	0.07%	-1,636	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
28.4	Invesco Dorsey Wright Basic Materials Momentum ETF Fund S000013127 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	7,918	0.04%	+11	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
28.5	Invesco S&P SmallCap Materials ETF Fund S000028302 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	5,722	0.03%	+1,472	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
29	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	192,274	0.92%	+192,274	Sep 30, 2026
30	GAMCO INVESTORS, INC. ET AL 13F CIK 807249 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	180,940	0.87%	-10,300	Jun 30, 2026	carried, not yet filed for the newest quarter
31	1290 VT GAMCO Small Company Value Portfolio Fund S000009151 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	179,000	0.86%	0	Jun 30, 2026	EQ Advisors Trust, not summed
32	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	173,108	0.83%	+54,539	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	164,967	0.79%	+12,487	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	768	0.00%	+26	Jul 31, 2026	BNY Mellon ETF Trust, not summed
34	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	158,335	0.76%	+158,335	Jun 30, 2026	carried, not yet filed for the newest quarter
35	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	154,353	0.74%	-64,697	Jun 30, 2026	carried, not yet filed for the newest quarter
36	SAMLYN CAPITAL, LLC 13F CIK 1421097 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	151,721	0.73%	+151,721	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	149,106	0.72%	+12,748	Jun 30, 2026	carried, not yet filed for the newest quarter
38	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	148,769	0.71%	-17,220	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Kennedy Capital Small Cap Value Fund Fund S000076118 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	2,967	0.01%	-296	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
38.2	Kennedy Capital Small Cap Growth Fund Fund S000076117 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	34	0.00%	—	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
39	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	147,752	0.71%	+62,576	Jun 30, 2026	carried, not yet filed for the newest quarter
40	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	136,889	0.66%	+136,889	Jun 30, 2026	carried, not yet filed for the newest quarter
41	ACK Asset Management LLC 13F CIK 1510940 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	135,000	0.65%	-339,800	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	131,144	0.63%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
43	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	123,519	0.59%	+3,355	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	31,227	0.15%	+30,993	Jul 31, 2026	Principal Funds, Inc, not summed
43.2	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	21,574	0.10%	+2,334	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
43.3	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	15,326	0.07%	-974	Jul 31, 2026	Principal Funds, Inc, not summed
44	Copeland Capital Management, LLC 13F CIK 1541743 · Investment adviser · Sep 30, 2026	120,742	0.58%	-106,927	Sep 30, 2026
45	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	119,300	0.57%	+17,350	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	First Eagle Small Cap Opportunity Fund Fund S000072438 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	32,482	0.16%	-56,282	Jul 31, 2026	First Eagle Funds, not summed
46	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	117,694	0.56%	+1,302	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
47	Vijayvargiya Jugal K. Insider CIK 1541300 · Aug 7, 2026 Director, issuer-wide	116,699	0.56%	-12,888	Aug 7, 2026	Director, issuer-wide
48	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 13F CIK 1535845 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	115,800	0.56%	+101,106	Jun 30, 2026	carried, not yet filed for the newest quarter
49	American Beacon Small Cap Value Fund Fund S000001818 · Registered fund · Jul 31, 2026 AMERICAN BEACON FUNDS, not summed	115,542	0.55%	-29,200	Jul 31, 2026	AMERICAN BEACON FUNDS, not summed
50	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	108,166	0.52%	-75,250	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1104657 CUSIP 576690101 13F (30d) 47 filings 46 filers Visit website Investor relations