NSIT · Insight Enterprises Inc · Shareholders & Ownership

$167.35 +0.58 (+0.35%) At close · Nov 3 Play latest call Q2 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$4.89B

29.35M

Volume · Nov 3 467.75K Avg daily vol (3M) 369.35K

Every disclosed holder of NSIT 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 NSIT

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)	347	30,585,412	104.21%	Yes
Insiders (Forms 3, 4, 5)	20	3,352,613	11.42%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	4,589,175	-15.64%	Negative
Registered funds (N-PORT, not summed)	350	16,323,896	55.62%	No

Shares outstanding: 29,348,850, 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 NSIT

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. 13G CIK 2012383 · Holding company · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,449,446	15.16%	+33,599	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,820,707	16.43%	-56,398	Jun 30, 2026	carried, not yet filed for the newest quarter
1.2	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,819,778	6.20%	-40,984	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	739,671	2.52%	+15,007	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	271,554	0.93%	+103,965	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	260,028	0.89%	-42,539	Jun 30, 2026	iShares Trust, not summed
2	ValueAct Holdings, L.P. Insider CIK 1418814 · May 26, 2025 Director, issuer-wide	2,861,739	9.75%	-600,000	May 26, 2025	Director, issuer-wide
3	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,835,962	9.66%	-152,399	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	13	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,568,201	8.75%	+111,280	Jun 30, 2026	carried, not yet filed for the newest quarter
5	FIDUCIARY MANAGEMENT INC /WI/ 13F CIK 764532 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,197,521	7.49%	+322,244	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	FMI Common Stock Fund Fund S000043149 · Registered fund · Jun 30, 2026 FMI Funds Inc, not summed	1,090,000	3.71%	+195,000	Jun 30, 2026	FMI Funds Inc, not summed
6	Eaton Vance Atlanta Capital SMID-Cap Fund Fund S000005198 · Registered fund · Jun 30, 2026 Eaton Vance Growth Trust, not summed	1,675,362	5.71%	-60,707	Jun 30, 2026	Eaton Vance Growth Trust, not summed
7	VA Partners I, LLC 13D CIK 1418812 · Unknown · Nov 26, 2025 Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands not summed	1,446,739	4.93%	-220,000	Nov 26, 2025	not summed
8	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,359,033	4.63%	-22,386	Jun 30, 2026	carried, not yet filed for the newest quarter
9	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,223,097	4.17%	+31,868	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	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	278,068	0.95%	-2,057	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.2	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	157,085	0.54%	-5,265	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	9,838	0.03%	-300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9.4	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	5,663	0.02%	+80	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.5	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	5,215	0.02%	+2,669	Jun 30, 2026	SPDR SERIES TRUST, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	958,575	3.27%	-24,664	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	PARADIGM CAPITAL MANAGEMENT INC/NY 13F CIK 1037792 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	957,000	3.26%	+1,067	Jun 30, 2026	carried, not yet filed for the newest quarter
12	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	939,295	3.20%	-1,750,667	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	388,456	1.32%	-522	Jul 31, 2026	Fidelity Puritan Trust, not summed
12.2	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	314,950	1.07%	+25,774	Jul 31, 2026	Fidelity Salem Street Trust, not summed
12.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	147,438	0.50%	-13,171	Aug 31, 2026	Fidelity Concord Street Trust, not summed
12.4	Fidelity MSCI Information Technology Index ETF Fund S000042577 · Registered fund · Jul 31, 2026 FIDELITY COVINGTON TRUST, not summed	91,175	0.31%	+1,366	Jul 31, 2026	FIDELITY COVINGTON TRUST, not summed
12.5	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	86,217	0.29%	+13,700	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
13	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	848,411	2.89%	-25,416	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	142,847	0.49%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	80,845	0.28%	-11,992	Jul 31, 2026	Dimensional ETF Trust, not summed
13.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	64,648	0.22%	+17,548	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.4	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	63,354	0.22%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.5	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	59,229	0.20%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	814,638	2.78%	+27,431	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Analog Century Management LP 13F CIK 1753384 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	771,966	2.63%	+771,966	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · Aug 31, 2026 VANGUARD WORLD FUND, not summed	724,741	2.47%	+2,309	Aug 31, 2026	VANGUARD WORLD FUND, not summed
17	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	691,910	2.36%	-23,486	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	FIL Ltd 13F CIK 318989 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	538,894	1.84%	+205,528	Jun 30, 2026	carried, not yet filed for the newest quarter
19	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	472,420	1.61%	+154,037	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	438,795	1.50%	-16,285	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	429,098	1.46%	+9,510	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	18,462	0.06%	—	Jun 30, 2026	Northern Funds, not summed
21.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	14,577	0.05%	+1,189	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	5,994	0.02%	+296	Jul 31, 2026	FlexShares Trust, not summed
21.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,744	0.02%	-163	Jun 30, 2026	Northern 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	426,805	1.45%	+426,805	Jun 30, 2026	carried, not yet filed for the newest quarter
23	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 13F CIK 1021642 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	388,795	1.32%	+388,795	Jun 30, 2026	carried, not yet filed for the newest quarter
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	381,778	1.30%	+36,523	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	143,312	0.49%	-5,523	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	69,830	0.24%	+5,577	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	62,042	0.21%	+11,575	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.4	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	30,167	0.10%	+5,428	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	18,235	0.06%	0	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	379,803	1.29%	+184,621	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	376,542	1.28%	+255,055	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	131,300	0.45%	+55,000	Jul 31, 2026	TIAA-CREF Funds, not summed
26.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	118,500	0.40%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
26.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	37,040	0.13%	+1,913	Jul 31, 2026	TIAA-CREF Funds, not summed
26.4	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	33,400	0.11%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
26.5	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	27,725	0.09%	-2,824	Jul 31, 2026	NuShares ETF Trust, not summed
27	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	348,247	1.19%	+118,057	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	346,499	1.18%	+903	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	337,686	1.15%	-167,625	Jun 30, 2026	carried, not yet filed for the newest quarter
30	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	330,954	1.13%	+300,058	Jun 30, 2026	carried, not yet filed for the newest quarter
31	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	301,962	1.03%	+301,962	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Brown Advisory Small-Cap Fundamental Value Fund Fund S000038484 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	162,009	0.55%	—	Jun 30, 2026	Brown Advisory Funds, not summed
32	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	300,844	1.03%	-15,170	Jun 30, 2026	carried, not yet filed for the newest quarter
33	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	297,205	1.01%	+13,782	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · Aug 31, 2026 Goldman Sachs Trust, not summed	63,453	0.22%	—	Aug 31, 2026	Goldman Sachs Trust, not summed
33.2	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	11,926	0.04%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
33.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	9,491	0.03%	+524	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
33.4	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	3,364	0.01%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
33.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	295	0.00%	-426	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
34	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	293,570	1.00%	+231,447	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	108,970	0.37%	—	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
34.2	Columbia Small Cap Value and Inflection Fund Fund S000010793 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	96,136	0.33%	+71,533	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
34.3	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	43,306	0.15%	-2,965	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
34.4	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	19,770	0.07%	—	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
34.5	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	57	0.00%	+8	Jun 30, 2026	Columbia ETF Trust I, not summed
35	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	286,873	0.98%	-85,134	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	231,239	0.79%	-7,247	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	98,644	0.34%	-12,061	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
36.2	Invesco S&P SmallCap Information Technology ETF Fund S000028301 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	65,589	0.22%	+3,053	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
36.3	Invesco S&P Smallcap 600 Pure Value ETF Fund S000060800 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	21,207	0.07%	+368	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
36.4	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	19,367	0.07%	+2,856	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
36.5	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	4,839	0.02%	+11	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
37	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	228,555	0.78%	+2,752	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	MFS New Discovery Value Fund Fund S000032712 · Registered fund · Aug 31, 2026 MFS SERIES TRUST XIII, not summed	129,275	0.44%	-18,763	Aug 31, 2026	MFS SERIES TRUST XIII, not summed
37.2	MFS Blended Research Small Cap Equity Fund Fund S000050659 · Registered fund · Aug 31, 2026 MFS SERIES TRUST X, not summed	10,146	0.03%	+779	Aug 31, 2026	MFS SERIES TRUST X, not summed
37.3	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	2,574	0.01%	-159	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
37.4	MFS Blended Research Small Cap Equity Portfolio Fund S000008071 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	2,360	0.01%	—	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
37.5	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	345	0.00%	-50	Jul 31, 2026	MFS Series Trust XV, not summed
38	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	218,405	0.74%	+218,405	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	199,120	0.68%	-5,485	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	192,333	0.66%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
41	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	179,740	0.61%	+1,923	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,035	0.00%	+121	Jul 31, 2026	BNY Mellon ETF Trust, not summed
42	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	165,094	0.56%	+14,891	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
43	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Sep 30, 2026	146,834	0.50%	+886	Sep 30, 2026
43.1	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	58,374	0.20%	+39,049	Jul 31, 2026	Principal Funds, Inc, not summed
43.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	22,254	0.08%	-2,110	Jul 31, 2026	Principal Funds, Inc, not summed
44	JPMorgan Small Cap Blend Fund Fund S000002767 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	140,700	0.48%	-5,620	Jun 30, 2026	JPMorgan Trust I, not summed
45	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	125,020	0.43%	+20,589	Jun 30, 2026	carried, not yet filed for the newest quarter
46	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	117,930	0.40%	-4,560	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	30,900	0.11%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
47	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	117,055	0.40%	+96,964	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Kennedy Capital Small Cap Value Fund Fund S000076118 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	3,778	0.01%	+718	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
48	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · Aug 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	108,693	0.37%	+1,449	Aug 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
49	SPEECE THORSON CAPITAL GROUP INC 13F CIK 900169 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	106,952	0.36%	+22,517	Jun 30, 2026	carried, not yet filed for the newest quarter
50	HIGHLAND PEAK CAPITAL, LLC 13F CIK 1961320 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	105,467	0.36%	+105,467	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 932696 CUSIP 45765U103 13F (30d) 120 filings 110 filers Visit website Investor relations