NGVT · Ingevity Corp · Shareholders & Ownership

$74.17 -0.02 (-0.03%) At close · Oct 28 Q2 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.55B

34.38M

Volume · Oct 28 260.54K Avg daily vol (3M) 262.97K

Every disclosed holder of NGVT 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 NGVT

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)	331	35,161,980	102.28%	Yes
Insiders (Forms 3, 4, 5)	22	481,363	1.40%	Yes
13D/G-only blocks	1	1,151,405	3.35%	Yes
Remaining	—	2,416,826	-7.03%	Negative
Registered funds (N-PORT, not summed)	333	16,972,613	49.37%	No

Shares outstanding: 34,377,922, 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 NGVT

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	5,364,204	15.60%	+66,489	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	2,095,172	6.09%	-63,809	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	925,516	2.69%	+45,881	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	329,303	0.96%	+35,316	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	177,843	0.52%	+979	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	128,543	0.37%	-22,502	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	2,376,803	6.91%	+200,072	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,571,127	4.57%	-10,744	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,497,321	4.36%	+38,086	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	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	319,940	0.93%	-5,104	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	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	114,660	0.33%	+6,500	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	76,895	0.22%	-3,646	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	68,393	0.20%	-2,026	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
4.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	12,938	0.04%	+500	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,270,958	3.70%	-161,608	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Small Cap Value Fund Fund S000005781 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	630,000	1.83%	-110,000	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
5.2	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	11,544	0.03%	-1,049	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
6	INCLUSIVE CAPITAL PARTNERS, L.P. 13D CIK 1817187 · Exempt reporting adviser · Feb 26, 2024	1,151,405	3.35%	—	Feb 26, 2024
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,109,489	3.23%	-8,370	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,075,514	3.13%	-418,778	Jun 30, 2026	carried, not yet filed for the newest quarter
9	SEGALL BRYANT & HAMILL, LLC 13F CIK 1006378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,054,605	3.07%	-54,443	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	SBH SMALL CAP VALUE FUND Fund S000065432 · Registered fund · Jun 30, 2026 Segall Bryant & Hamill Trust, not summed	174,353	0.51%	0	Jun 30, 2026	Segall Bryant & Hamill Trust, not summed
9.2	SBH SMALL CAP CORE FUND Fund S000067438 · Registered fund · Jun 30, 2026 Segall Bryant & Hamill Trust, not summed	19,008	0.06%	-3,078	Jun 30, 2026	Segall Bryant & Hamill Trust, not summed
10	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	992,049	2.89%	-163,323	Jun 30, 2026	carried, not yet filed for the newest quarter
11	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	974,107	2.83%	-17,909	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Brown Advisory Small-Cap Fundamental Value Fund Fund S000038484 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	458,963	1.34%	-8,106	Jun 30, 2026	Brown Advisory Funds, not summed
11.2	Brown Advisory Sustainable Small-Cap Core Fund Fund S000072895 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	32,857	0.10%	-2,286	Jun 30, 2026	Brown Advisory Funds, not summed
12	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	940,417	2.74%	+56,890	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Royce Small-Cap Total Return Fund Fund S000009510 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	341,723	0.99%	+29,205	Jun 30, 2026	ROYCE FUND, not summed
12.2	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	156,506	0.46%	-9,941	Jun 30, 2026	ROYCE FUND, not summed
12.3	Royce Small-Cap Opportunity Fund Fund S000009512 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	116,134	0.34%	+8,731	Jun 30, 2026	ROYCE FUND, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	919,109	2.67%	+31,998	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Simcoe Capital Management, LLC 13F CIK 1633362 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	894,072	2.60%	-87,943	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	795,806	2.31%	-18,820	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	787,776	2.29%	-10,933	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	153,922	0.45%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	113,353	0.33%	+1,394	Jul 31, 2026	Dimensional ETF Trust, not summed
16.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	105,616	0.31%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	65,688	0.19%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
16.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	49,610	0.14%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	761,985	2.22%	+83,948	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	SmallCap Fund Fund S000007214 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	242,600	0.71%	+19,500	Jul 31, 2026	Principal Funds, Inc, not summed
17.2	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	42,648	0.12%	+3,068	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
17.3	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	25,619	0.07%	-2,649	Jul 31, 2026	Principal Funds, Inc, not summed
17.4	SmallCap Account Fund S000007675 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	21,900	0.06%	+4,400	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
17.5	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	3,079	0.01%	+834	Jul 31, 2026	Principal Funds, Inc, not summed
18	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	747,488	2.17%	+148,438	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	439,306	1.28%	+113,154	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
18.2	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	6,600	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
18.3	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	5,379	0.02%	+981	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
18.4	T. Rowe Price Total Equity Market Index Fund Fund S000002091 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	5,326	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
18.5	T. Rowe Price Tax-Free High Yield Fund Fund S000002162 · Registered fund · May 31, 2026 T. ROWE PRICE TAX-FREE HIGH YIELD FUND, INC., not summed	804	0.00%	0	May 31, 2026	T. ROWE PRICE TAX-FREE HIGH YIELD FUND, INC., not summed
19	Harvey Partners, LLC 13F CIK 1406484 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	734,307	2.14%	-9,193	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	680,912	1.98%	-60,252	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	126,000	0.37%	-32,500	Jun 30, 2026	Victory Portfolios, not summed
20.2	Victory Integrity Small/Mid-Cap Value Fund Fund S000046398 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	37,032	0.11%	-698	Jun 30, 2026	Victory Portfolios, not summed
20.3	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	20,214	0.06%	-4,486	Jul 31, 2026	Victory Portfolios III, not summed
20.4	Victory Cornerstone Moderately Aggressive Fund Fund S000012926 · Registered fund · May 31, 2026 Victory Portfolios III, not summed	4,312	0.01%	—	May 31, 2026	Victory Portfolios III, not summed
20.5	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	3,965	0.01%	-9	Jul 31, 2026	Victory Portfolios III, not summed
21	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	632,506	1.84%	+58,129	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · Aug 31, 2026 Goldman Sachs Trust, not summed	123,588	0.36%	-5,246	Aug 31, 2026	Goldman Sachs Trust, not summed
21.2	Goldman Sachs Small Cap Growth Fund Fund S000061413 · Registered fund · Aug 31, 2026 Goldman Sachs Trust, not summed	47,299	0.14%	+770	Aug 31, 2026	Goldman Sachs Trust, not summed
21.3	Goldman Sachs Small Cap Equity ETF Fund S000081978 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	44,710	0.13%	+15,489	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
21.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	9,362	0.03%	+514	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
21.5	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	7,780	0.02%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
22	Maple Rock Capital Partners Inc. 13F CIK 1658363 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	603,303	1.75%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	541,400	1.57%	-66,852	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	165,360	0.48%	-7,110	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	160,864	0.47%	-23,036	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	86,540	0.25%	+7,535	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	41,830	0.12%	-7,137	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	21,503	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24	Vision One Management Partners, LP 13F CIK 1979969 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	535,082	1.56%	+16,981	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	505,155	1.47%	-13,018	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	407,927	1.19%	+14,427	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	18,061	0.05%	+1,188	Jun 30, 2026	Northern Funds, not summed
26.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,051	0.01%	-144	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	2,686	0.01%	-3,679	Jul 31, 2026	FlexShares Trust, not summed
27	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	399,275	1.16%	-1,316	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	389,683	1.13%	+9,684	Jun 30, 2026	carried, not yet filed for the newest quarter
29	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	382,763	1.11%	+68,024	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Old Westbury Small & Mid Cap Strategies Fund Fund S000001857 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	174,736	0.51%	0	Jul 31, 2026	Old Westbury Funds Inc, not summed
29.2	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	11,241	0.03%	+139	Jul 31, 2026	Old Westbury Funds Inc, not summed
30	RICE HALL JAMES & ASSOCIATES, LLC 13F CIK 1230765 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	351,203	1.02%	+6,065	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	330,421	0.96%	+39,729	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	227,779	0.66%	+46,300	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
31.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	35,601	0.10%	-3,333	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
31.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	21,463	0.06%	-3,258	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
31.4	Invesco Dorsey Wright Basic Materials Momentum ETF Fund S000013127 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	17,097	0.05%	-2,249	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
31.5	Invesco S&P SmallCap Materials ETF Fund S000028302 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	9,925	0.03%	+2,551	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
32	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	325,811	0.95%	+52,058	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	38	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
33	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	316,438	0.92%	+9,536	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	276,882	0.81%	-25,021	Jun 30, 2026	carried, not yet filed for the newest quarter
35	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	263,155	0.77%	-6,226	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	387,968	1.13%	+33,135	Jul 31, 2026	Fidelity Salem Street Trust, not summed
35.2	Select Chemicals Portfolio Fund S000007492 · Registered fund · Aug 31, 2026 Fidelity Select Portfolios, not summed	200,900	0.58%	0	Aug 31, 2026	Fidelity Select Portfolios, not summed
35.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	171,391	0.50%	-13,765	Aug 31, 2026	Fidelity Concord Street Trust, not summed
35.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	67,439	0.20%	-189	Aug 31, 2026	Fidelity Concord Street Trust, not summed
35.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	53,604	0.16%	-893	Aug 31, 2026	Fidelity Concord Street Trust, not summed
36	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	250,437	0.73%	+134	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	250,331	0.73%	+25,485	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Tax-Managed U.S. Mid & Small Cap Fund Fund S000001571 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	105,085	0.31%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
37.2	Multi-Asset Strategy Fund Fund S000055522 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	12,413	0.04%	+1,421	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
37.3	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	8,809	0.03%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
37.4	Multi-Strategy Income Fund Fund S000048356 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	5,437	0.02%	+622	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
37.5	Tax-Managed U.S. Large Cap Fund Fund S000001570 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	4,417	0.01%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
38	SOUTHERNSUN ASSET MANAGEMENT, LLC 13F CIK 1089755 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	244,260	0.71%	-6,791	Jun 30, 2026	carried, not yet filed for the newest quarter
39	PALISADE CAPITAL MANAGEMENT, LP 13F CIK 1009006 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	234,516	0.68%	-258,075	Jun 30, 2026	carried, not yet filed for the newest quarter
40	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	228,765	0.67%	+81,093	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	223,457	0.65%	-12,539	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
42	Rockefeller Capital Management L.P. 13F CIK 1739439 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	223,150	0.65%	+108,192	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Rockefeller US Small Cap Core Fund Fund S000080973 · Registered fund · Aug 31, 2026 Trust for Professional Managers, not summed	46,731	0.14%	+16,360	Aug 31, 2026	Trust for Professional Managers, not summed
42.2	Rockefeller Climate Solutions Fund Fund S000072137 · Registered fund · Aug 31, 2026 Trust for Professional Managers, not summed	12,104	0.04%	-343	Aug 31, 2026	Trust for Professional Managers, not summed
43	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	214,739	0.62%	+3,737	Jun 30, 2026	carried, not yet filed for the newest quarter
44	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	211,591	0.62%	-96,455	Jun 30, 2026	carried, not yet filed for the newest quarter
45	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	201,100	0.59%	+96,930	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Templeton Global Smaller Companies Fund Fund S000008758 · Registered fund · Aug 31, 2026 Templeton Global Smaller Companies Fund, not summed	129,454	0.38%	0	Aug 31, 2026	Templeton Global Smaller Companies Fund, not summed
45.2	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	2,948	0.01%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
45.3	Putnam Dynamic Asset Allocation Balanced Fund Fund S000000778 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	2,038	0.01%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
45.4	Putnam Dynamic Asset Allocation Conservative Fund Fund S000000779 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	308	0.00%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
45.5	Franklin Multi-Asset Income Fund Fund S000067964 · Registered fund · Aug 31, 2026 Putnam Asset Allocation Funds, not summed	188	0.00%	0	Aug 31, 2026	Putnam Asset Allocation Funds, not summed
46	NEW YORK STATE COMMON RETIREMENT FUND 13F CIK 810265 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	192,298	0.56%	+1,500	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	184,943	0.54%	+4,220	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
48	ROYCE SMALL-CAP TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE SMALL-CAP TRUST, INC., not summed	181,366	0.53%	—	Jun 30, 2026	ROYCE SMALL-CAP TRUST, INC., not summed
49	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	163,469	0.48%	+5,848	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	PACE Small/Medium Co Value Equity Investments Fund S000002973 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	15,238	0.04%	-462	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
50	Column Small Cap Select Fund Fund S000082920 · Registered fund · Aug 31, 2026 Trust for Professional Managers, not summed	162,169	0.47%	+38,942	Aug 31, 2026	Trust for Professional Managers, not summed

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

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Key facts CIK 1653477 CUSIP 45688C107 13F (30d) 86 filings 86 filers Visit website Investor relations