NVST · Envista Holdings Corp · Shareholders & Ownership

$23.97 +0.78 (+3.36%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$3.72B

160.62M

Volume · Oct 22 3.37M Avg daily vol (3M) 2.89M

Every disclosed holder of NVST 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 NVST

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)	385	189,544,753	118.01%	Yes
Insiders (Forms 3, 4, 5)	17	1,438,273	0.90%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	30,365,317	-18.91%	Negative
Registered funds (N-PORT, not summed)	400	86,934,165	54.12%	No

Shares outstanding: 160,617,709, 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 NVST

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	18,437,542	11.48%	+584,715	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	5,573,255	3.47%	+147,564	Jun 30, 2026	iShares Trust, not summed
1.2	BlackRock Event Driven Equity Fund Fund S000018499 · Registered fund · May 29, 2026 BlackRock Large Cap Series Funds, Inc., not summed	1,728,308	1.08%	+378,594	May 29, 2026	BlackRock Large Cap Series Funds, Inc., not summed
1.3	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	815,198	0.51%	-17,287	Jun 30, 2026	iShares Trust, not summed
1.4	iShares U.S. Medical Devices ETF Fund S000009419 · Registered fund · Jun 30, 2026 iShares Trust, not summed	762,029	0.47%	+55,997	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	664,893	0.41%	+43,164	Jun 30, 2026	iShares Trust, not summed
2	ARIEL INVESTMENTS, LLC 13F CIK 936753 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,818,177	6.11%	-1,045,415	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Ariel Fund Fund S000005024 · Registered fund · Jun 30, 2026 Ariel Investment Trust, not summed	3,384,359	2.11%	-959,565	Jun 30, 2026	Ariel Investment Trust, not summed
2.2	Ariel Appreciation Fund Fund S000005025 · Registered fund · Jun 30, 2026 Ariel Investment Trust, not summed	924,605	0.58%	-50,697	Jun 30, 2026	Ariel Investment 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	9,566,949	5.96%	-213,999	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	2,235,061	1.39%	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	1,282,770	0.80%	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	845,892	0.53%	-205,216	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	812,439	0.51%	-32,927	Jul 31, 2026	Dimensional ETF Trust, not summed
3.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	705,935	0.44%	+2,600	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	7,487,670	4.66%	-79,051	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,337,916	4.57%	+19,335	Jun 30, 2026	carried, not yet filed for the newest quarter
6	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,436,043	4.01%	-2,357,094	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	268	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
7	Gates Capital Management, Inc. 13F CIK 1312908 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,552,383	3.46%	+189,672	Jun 30, 2026	carried, not yet filed for the newest quarter
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,329,275	3.32%	+100,517	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	823,676	0.51%	+22,355	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	250,444	0.16%	-1,196	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	State Street(R) SPDR(R) S&P(R) Health Care Equipment ETF Fund S000012330 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	103,261	0.06%	+14,878	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	91,667	0.06%	+7,444	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
8.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	58,068	0.04%	+900	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,213,644	3.25%	+185,033	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	1,192,004	0.74%	-118,410	Jun 30, 2026	AB TRUST, not summed
9.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	357,745	0.22%	+16,500	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
9.3	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	249,647	0.16%	-49,585	Jun 30, 2026	AB CAP FUND, INC., not summed
9.4	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	12,018	0.01%	+1,008	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
9.5	Overlay A Portfolio Fund S000027647 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	4,881	0.00%	+400	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,158,976	3.21%	-20,460	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,847,940	3.02%	+1,989,647	Jun 30, 2026	carried, not yet filed for the newest quarter
12	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,810,040	2.99%	-2,083,985	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Franklin Small Cap Value Fund Fund S000007356 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	2,570,956	1.60%	-928,830	Jul 31, 2026	Franklin Value Investors Trust, not summed
12.2	Franklin Small Cap Value VIP Fund Fund S000007315 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	791,723	0.49%	-315,993	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
12.3	Franklin Mutual U.S. Mid Cap Value Fund Fund S000007352 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	360,576	0.22%	-21,691	Jul 31, 2026	Franklin Value Investors Trust, not summed
12.4	Franklin Mutual Small-Mid Cap Value Fund Fund S000007354 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	108,349	0.07%	-53,687	Jul 31, 2026	Franklin Value Investors Trust, not summed
13	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,494,346	2.80%	+101,278	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Victory Sycamore Small Company Opportunity Fund Fund S000000800 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	1,500,000	0.93%	-50,000	Jun 30, 2026	Victory Portfolios, not summed
13.2	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	434,000	0.27%	+40,000	Jun 30, 2026	Victory Portfolios, not summed
13.3	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	225,744	0.14%	+71,620	Jun 30, 2026	Victory Portfolios II, not summed
13.4	Victory Integrity Small/Mid-Cap Value Fund Fund S000046398 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	116,329	0.07%	-4,671	Jun 30, 2026	Victory Portfolios, not summed
13.5	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	71,000	0.04%	+8,700	Jul 31, 2026	Victory Portfolios III, not summed
14	Ilex Capital Partners (UK) LLP 13F CIK 1985486 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,372,709	2.72%	+4,372,709	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,194,886	2.61%	+1,499,916	Jun 30, 2026	carried, not yet filed for the newest quarter
16	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,023,691	2.51%	+1,405,574	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	273,987	0.17%	+50,475	Jun 30, 2026	AQR Funds, not summed
16.2	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	39,498	0.02%	+11,004	Jun 30, 2026	AQR Funds, not summed
16.3	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	22,251	0.01%	—	Jun 30, 2026	AQR Funds, not summed
16.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	11,767	0.01%	-3,716	Jun 30, 2026	AQR Funds, not summed
16.5	AQR MS Fusion HV Fund Fund S000093174 · Registered fund · Jun 30, 2026 AQR Funds, not summed	2,399	0.00%	—	Jun 30, 2026	AQR Funds, not summed
17	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,876,747	2.41%	+3,864,108	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Neuberger Genesis Fund Fund S000007841 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	1,299,437	0.81%	—	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
18	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,733,859	2.32%	-44,777	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,642,097	2.27%	-131,655	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Eaton Vance Atlanta Capital SMID-Cap Fund Fund S000005198 · Registered fund · Jun 30, 2026 Eaton Vance Growth Trust, not summed	3,389,824	2.11%	-617,072	Jun 30, 2026	Eaton Vance Growth Trust, not summed
21	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,304,946	2.06%	+388,702	Jun 30, 2026	carried, not yet filed for the newest quarter
22	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,150,508	1.96%	+1,213	Jun 30, 2026	carried, not yet filed for the newest quarter
23	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,052,519	1.90%	-149,107	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Mid Cap Value Fund Fund S000005779 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	1,574,304	0.98%	-104,127	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
23.2	Small Cap Growth Fund Fund S000006193 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	1,082,631	0.67%	—	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
24	Undiscovered Managers Behavioral Value Fund Fund S000004186 · Registered fund · Jun 30, 2026 UNDISCOVERED MANAGERS FUNDS, not summed	2,983,701	1.86%	-111,800	Jun 30, 2026	UNDISCOVERED MANAGERS FUNDS, not summed
25	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,913,844	1.81%	+15,058	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · May 31, 2026 MFS Series Trust X, not summed	1,333,961	0.83%	+112,537	May 31, 2026	MFS Series Trust X, not summed
25.2	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	647,601	0.40%	-214,889	May 31, 2026	MFS SERIES TRUST XIII, not summed
25.3	MFS Blended Research Small Cap Equity Fund Fund S000050659 · Registered fund · May 31, 2026 MFS SERIES TRUST X, not summed	175,928	0.11%	-6,813	May 31, 2026	MFS SERIES TRUST X, not summed
25.4	MFS Blended Research Small Cap Equity Portfolio Fund S000008071 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	44,321	0.03%	-3,284	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
25.5	MFS Blended Research Value Equity Fund Fund S000050660 · Registered fund · May 31, 2026 MFS SERIES TRUST X, not summed	27,516	0.02%	-1,369	May 31, 2026	MFS SERIES TRUST X, not summed
26	HARRIS ASSOCIATES L P 13F CIK 813917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,756,781	1.72%	-505,115	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Oakmark Global Fund Fund S000002761 · Registered fund · Jun 30, 2026 HARRIS ASSOCIATES INVESTMENT TRUST, not summed	786,350	0.49%	-143,750	Jun 30, 2026	HARRIS ASSOCIATES INVESTMENT TRUST, not summed
27	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,743,403	1.71%	+552,918	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,364,068	1.47%	-42,094	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	DEERFIELD MANAGEMENT COMPANY, L.P. 13F CIK 1009258 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,210,100	1.38%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
30	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,120,131	1.32%	+1,339,174	Jun 30, 2026	carried, not yet filed for the newest quarter
31	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,051,894	1.28%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
32	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,969,683	1.23%	-168,888	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	787,315	0.49%	-11,706	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	744,924	0.46%	-136,498	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.3	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	197,000	0.12%	-1,123	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
32.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	102,086	0.06%	+1,437	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	97,731	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
33	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,865,888	1.16%	+38,705	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
34	Gotham Asset Management, LLC 13F CIK 1510387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,765,134	1.10%	-526,000	Jun 30, 2026	carried, not yet filed for the newest quarter
35	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,686,415	1.05%	+1,625,360	Jun 30, 2026	carried, not yet filed for the newest quarter
36	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,653,871	1.03%	+36,888	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	105,795	0.07%	+2,780	Jun 30, 2026	Northern Funds, not summed
36.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	15,254	0.01%	—	Jun 30, 2026	Northern Funds, not summed
36.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	10,366	0.01%	+510	Jul 31, 2026	FlexShares Trust, not summed
37	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,563,395	0.97%	+1,563,395	Jun 30, 2026	carried, not yet filed for the newest quarter
38	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,520,565	0.95%	+312,400	Jun 30, 2026	carried, not yet filed for the newest quarter
39	JPMorgan Small Cap Equity Fund Fund S000002794 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	1,520,560	0.95%	+98,064	Jun 30, 2026	JPMorgan Trust I, not summed
40	Clarkston Capital Partners, LLC 13F CIK 1562855 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,474,050	0.92%	+291,995	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Clarkston Partners Fund Fund S000050589 · Registered fund · Jun 30, 2026 ALPS SERIES TRUST, not summed	450,000	0.28%	-25,000	Jun 30, 2026	ALPS SERIES TRUST, not summed
40.2	Clarkston Founders Fund Fund S000053615 · Registered fund · Jun 30, 2026 ALPS SERIES TRUST, not summed	80,000	0.05%	—	Jun 30, 2026	ALPS SERIES TRUST, not summed
41	Tweedy, Browne Co LLC 13F CIK 732905 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,435,248	0.89%	-1,533	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Tweedy, Browne Value Fund Fund S000001301 · Registered fund · Jun 30, 2026 Tweedy, Browne Fund Inc., not summed	372,000	0.23%	0	Jun 30, 2026	Tweedy, Browne Fund Inc., not summed
42	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,416,163	0.88%	+118,194	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	6,151	0.00%	+183	Jul 31, 2026	BNY Mellon ETF Trust, not summed
43	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,388,673	0.86%	-47,197	Jun 30, 2026	carried, not yet filed for the newest quarter
44	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,364,347	0.85%	+513,906	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	40,997	0.03%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
44.2	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	9,319	0.01%	+2,454	Jul 31, 2026	Goldman Sachs Trust II, not summed
44.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	4,897	0.00%	+1,036	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
44.4	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	2,392	0.00%	-162	May 31, 2026	Goldman Sachs ETF Trust, not summed
45	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,311,903	0.82%	+67,314	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	848,604	0.53%	-12,291	May 31, 2026	Fidelity Concord Street Trust, not summed
45.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	613,475	0.38%	+10,084	Jul 31, 2026	Fidelity Salem Street Trust, not summed
45.3	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	561,337	0.35%	+22,386	May 31, 2026	Fidelity Rutland Square Trust II, not summed
45.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	309,371	0.19%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
45.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	250,533	0.16%	+8,184	May 31, 2026	Fidelity Concord Street Trust, not summed
46	Paradice Investment Management LLC 13F CIK 1620275 · Registered investment adviser · Sep 30, 2026	1,280,654	0.80%	-940	Sep 30, 2026
47	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,270,717	0.79%	+292,270	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	365,019	0.23%	+102,616	Jun 30, 2026	ROYCE FUND, not summed
48	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	1,252,051	0.78%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
48.1	ROYCE SMALL-CAP TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE SMALL-CAP TRUST, INC., not summed	415,133	0.26%	—	Jun 30, 2026	ROYCE SMALL-CAP TRUST, INC., not summed
49	JUPITER ASSET MANAGEMENT LTD 13F CIK 1215838 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,248,652	0.78%	-133,220	Jun 30, 2026	carried, not yet filed for the newest quarter
50	PZENA INVESTMENT MANAGEMENT LLC 13F CIK 1027796 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,157,273	0.72%	-446,923	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Pzena Small Cap Value Fund Fund S000053713 · Registered fund · May 31, 2026 Advisors Series Trust, not summed	43,306	0.03%	-28,274	May 31, 2026	Advisors Series Trust, not summed

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

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Key facts CIK 1757073 CUSIP 29415F104 13F (30d) 49 filings 49 filers Visit website Investor relations