MTX · Minerals Technologies Inc · Shareholders & Ownership

$62.51 -0.05 (-0.08%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.95B

31.13M

Volume · Oct 21 49.61K Avg daily vol (3M) 203.76K

Every disclosed holder of MTX 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 MTX

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)	294	31,619,820	101.58%	Yes
Insiders (Forms 3, 4, 5)	10	446,112	1.43%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	937,170	-3.01%	Negative
Registered funds (N-PORT, not summed)	325	20,262,037	65.09%	No

Shares outstanding: 31,128,762, 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 MTX

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	4,890,106	15.71%	+79,363	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	1,868,484	6.00%	-331	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	815,626	2.62%	+47,095	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	294,332	0.95%	+23,751	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	266,971	0.86%	-36,968	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	57,329	0.18%	+4,835	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,637,632	14.90%	+373,174	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,637,631	14.90%	+373,173	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	661,942	2.13%	+32,100	Jul 31, 2026	Fidelity Capital Trust, not summed
2.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	657,945	2.11%	+18,069	May 31, 2026	Fidelity Rutland Square Trust II, not summed
2.4	Fidelity Small Cap Discovery Fund Fund S000055370 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	488,100	1.57%	+600	Jul 31, 2026	Fidelity Concord Street Trust, not summed
2.5	Fidelity Series Small Cap Discovery Fund Fund S000055368 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	432,652	1.39%	+3,152	Jul 31, 2026	Fidelity Concord Street Trust, not summed
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,989,019	6.39%	+14,285	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	454,463	1.46%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	229,041	0.74%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	197,934	0.64%	-627	Jul 31, 2026	Dimensional ETF Trust, not summed
3.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	178,576	0.57%	+15,739	Jul 31, 2026	Dimensional ETF Trust, not summed
3.5	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	162,479	0.52%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,930,086	6.20%	+28,728	Jun 30, 2026	carried, not yet filed for the newest quarter
5	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,704,059	5.47%	+249,154	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	931,251	2.99%	-86,692	May 29, 2026	Delaware Group Equity Funds V, not summed
5.2	Nomura Small Cap Growth Fund Fund S000006286 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	111,053	0.36%	—	Jun 30, 2026	IVY FUNDS, not summed
5.3	Nomura Smid Cap Core Fund Fund S000024831 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	75,072	0.24%	+13,802	Jun 30, 2026	IVY FUNDS, not summed
5.4	Nomura VIP Smid Cap Core Series Fund S000006234 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	41,337	0.13%	+7,321	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
5.5	Nomura VIP Small Cap Growth Series Fund S000006233 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	21,716	0.07%	—	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,394,141	4.48%	+26,591	Jun 30, 2026	carried, not yet filed for the newest quarter
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,265,488	4.07%	+56,218	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	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	285,291	0.92%	+3,908	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	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	160,972	0.52%	-2,044	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	10,592	0.03%	-400	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.4	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	7,346	0.02%	-1,701	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.5	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	6,590	0.02%	+80	Jun 30, 2026	SPDR SERIES TRUST, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,028,272	3.30%	+70,791	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	983,359	3.16%	+16,343	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	710,420	2.28%	-4,562	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	652,901	2.10%	+183,429	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	242,740	0.78%	+14,800	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
11.2	Columbia Small Cap Value and Inflection Fund Fund S000010793 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	93,140	0.30%	—	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
11.3	Columbia Select Small Cap Value Fund Fund S000031375 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	62,060	0.20%	-1,094	May 31, 2026	Columbia Funds Series Trust II, not summed
11.4	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	46,476	0.15%	-3,081	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
11.5	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	43,960	0.14%	-1,400	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
12	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	607,837	1.95%	+46,932	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Global X U.S. Infrastructure Development ETF Fund S000056509 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	545,954	1.75%	+34,653	May 31, 2026	GLOBAL X FUNDS, not summed
12.2	Global X Russell 2000 ETF Fund S000085029 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	15,062	0.05%	+1,342	Jul 31, 2026	GLOBAL X FUNDS, not summed
13	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	550,338	1.77%	-468,428	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Small Cap Value Fund Fund S000005781 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	265,000	0.85%	-255,000	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
13.2	Small Cap Dividend Fund Fund S000075489 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	9,872	0.03%	-9,208	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
14	SNYDER CAPITAL MANAGEMENT L P 13F CIK 1050477 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	488,512	1.57%	-12,849	Jun 30, 2026	carried, not yet filed for the newest quarter
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	477,498	1.53%	-69,817	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	159,789	0.51%	-49,518	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	149,458	0.48%	-2,220	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	76,400	0.25%	+7,033	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
15.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	34,870	0.11%	-7,630	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
15.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	18,224	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
16	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	450,488	1.45%	-5,366	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	381,498	1.23%	+31,015	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	96,888	0.31%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
17.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	38,874	0.12%	+3,023	Jul 31, 2026	Goldman Sachs Trust, not summed
17.3	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	11,105	0.04%	0	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
17.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	11,080	0.04%	+507	May 31, 2026	Goldman Sachs ETF Trust, not summed
17.5	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	7,374	0.02%	-747	Jul 31, 2026	Goldman Sachs Trust II, not summed
18	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	360,785	1.16%	+19,446	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	15,907	0.05%	+1,330	Jun 30, 2026	Northern Funds, not summed
18.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	5,346	0.02%	+264	Jul 31, 2026	FlexShares Trust, not summed
18.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,671	0.02%	-133	Jun 30, 2026	Northern Funds, not summed
19	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	355,410	1.14%	+8,455	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	331,415	1.06%	+306,594	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	58,965	0.19%	+49,205	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
20.2	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	24,429	0.08%	+3,676	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
20.3	First Trust Small Cap Value AlphaDEX Fund Fund S000031807 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	16,155	0.05%	+12,996	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
20.4	First Trust Multi Cap Value AlphaDEX Fund Fund S000017342 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	2,793	0.01%	+2,295	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
21	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	317,308	1.02%	-4,379	Jun 30, 2026	carried, not yet filed for the newest quarter
22	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	309,899	1.00%	+48,334	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
23	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	302,840	0.97%	-32,646	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	299,921	0.96%	-105,650	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	69,256	0.22%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
24.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	56,110	0.18%	-50,614	Jun 30, 2026	College Retirement Equities Fund, not summed
24.3	Nuveen Small Cap Value Fund Fund S000005570 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	45,565	0.15%	0	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
24.4	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	40,026	0.13%	+2,997	Jul 31, 2026	TIAA-CREF Funds, not summed
24.5	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	29,350	0.09%	-3,251	Jul 31, 2026	NuShares ETF Trust, not summed
25	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	288,101	0.93%	-79,213	Jun 30, 2026	carried, not yet filed for the newest quarter
26	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	287,309	0.92%	+182,364	Jun 30, 2026	carried, not yet filed for the newest quarter
27	BRANDES INVESTMENT PARTNERS, LP 13F CIK 1015079 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	286,039	0.92%	-554,920	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Brandes Small Cap Value Fund Fund S000084888 · Registered fund · Jun 30, 2026 Datum One Series Trust, not summed	134,463	0.43%	-28,007	Jun 30, 2026	Datum One Series Trust, not summed
28	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	285,367	0.92%	+11,047	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	6	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
29	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	280,522	0.90%	+12,500	Jun 30, 2026	carried, not yet filed for the newest quarter
30	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	277,370	0.89%	+151,812	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	273,586	0.88%	+2,838	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	259,973	0.84%	-88,345	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Allspring Special Small Cap Value Fund Fund S000029108 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	181,956	0.58%	-61,700	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
33	GAMCO INVESTORS, INC. ET AL 13F CIK 807249 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	254,500	0.82%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
34	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	246,045	0.79%	+48,449	Jun 30, 2026	carried, not yet filed for the newest quarter
35	CSM Advisors, LLC 13F CIK 1863523 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	232,504	0.75%	+26,930	Jun 30, 2026	carried, not yet filed for the newest quarter
36	1290 VT GAMCO Small Company Value Portfolio Fund S000009151 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	225,000	0.72%	0	Jun 30, 2026	EQ Advisors Trust, not summed
37	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	218,235	0.70%	+1,070	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	3,506	0.01%	—	Jun 30, 2026	AQR Funds, not summed
38	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	211,859	0.68%	-1,401	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
39	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	206,276	0.66%	+5,029	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	189,463	0.61%	+48,838	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	62,222	0.20%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
40.2	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	33,852	0.11%	-5,136	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
40.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	27,667	0.09%	-5,626	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
40.4	Invesco S&P Smallcap 600 Pure Value ETF Fund S000060800 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	12,293	0.04%	+212	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
40.5	Invesco S&P SmallCap Materials ETF Fund S000028302 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	8,592	0.03%	+2,208	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
41	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	188,056	0.60%	+23,683	Jun 30, 2026	carried, not yet filed for the newest quarter
42	DIETRICH DOUGLAS T Insider CIK 1408736 · May 14, 2026 Director, issuer-wide	180,708	0.58%	+173	May 14, 2026	Director, issuer-wide
43	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	180,322	0.58%	+958	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	30,104	0.10%	+2,124	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
43.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	22,847	0.07%	-1,625	Jul 31, 2026	Principal Funds, Inc, not summed
43.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	2,081	0.01%	+1,062	Jul 31, 2026	Principal Funds, Inc, not summed
44	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	162,271	0.52%	+5,739	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
45	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	160,947	0.52%	+682	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	154,907	0.50%	0	Jun 30, 2026	ROYCE FUND, not summed
46	GLENMEDE TRUST CO NA 13F CIK 314949 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	156,163	0.50%	-4,632	Jun 30, 2026	carried, not yet filed for the newest quarter
47	LVIP Nomura SMID Cap Core Fund Fund S000070169 · Registered fund · Jun 30, 2026 LINCOLN VARIABLE INSURANCE PRODUCTS TRUST, not summed	142,495	0.46%	+28,313	Jun 30, 2026	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST, not summed
48	Small Cap Equity Portfolio Fund S000006383 · Registered fund · Jul 31, 2026 GLENMEDE FUND INC, not summed	133,261	0.43%	-8,015	Jul 31, 2026	GLENMEDE FUND INC, not summed
49	Universal- Beteiligungs- und Servicegesellschaft mbH 13F CIK 2057170 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	130,594	0.42%	+22,063	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Clark Capital Management Group, Inc. 13F CIK 1352187 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	127,962	0.41%	+127,962	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 891014 CUSIP 603158106 13F (30d) 27 filings 26 filers Visit website Investor relations