NWL · Newell Brands Inc. · Shareholders & Ownership

$5.36 -0.37 (-6.46%) At close · Oct 23

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.44B

425.90M

Volume · Oct 23 4.59M Avg daily vol (3M) 6.94M

Every disclosed holder of NWL 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 NWL

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)	424	443,366,608	104.10%	Yes
Insiders (Forms 3, 4, 5)	15	4,902,442	1.15%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	22,369,050	-5.25%	Negative
Registered funds (N-PORT, not summed)	253	199,292,637	46.79%	No

Shares outstanding: 425,900,000, 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 NWL

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	71,031,482	16.68%	+15,481,517	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	63,921,695	15.01%	+15,596,078	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	25,602,815	6.01%	+448,889	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	11,141,649	2.62%	—	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	4,036,217	0.95%	—	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	3,658,171	0.86%	-434,770	Jun 30, 2026	iShares Trust, not summed
2	PZENA INVESTMENT MANAGEMENT LLC 13F CIK 1027796 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	47,990,664	11.27%	+187,729	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Pzena Small Cap Value Fund Fund S000053713 · Registered fund · May 31, 2026 Advisors Series Trust, not summed	447,933	0.11%	0	May 31, 2026	Advisors Series Trust, not summed
2.2	Pzena Mid Cap Value Fund Fund S000044707 · Registered fund · May 31, 2026 Advisors Series Trust, not summed	338,861	0.08%	0	May 31, 2026	Advisors Series Trust, not summed
3	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	28,575,800	6.71%	+1,178,014	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	2,548,990	0.60%	-92,051	Jun 30, 2026	AQR Funds, not summed
3.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	1,212,757	0.28%	-216,201	Jun 30, 2026	AQR Funds, not summed
3.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	515,638	0.12%	+357,201	Jun 30, 2026	AQR Funds, not summed
3.4	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	437,480	0.10%	—	Jun 30, 2026	AQR Funds, not summed
3.5	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	342,710	0.08%	+105,590	Jun 30, 2026	AQR Funds, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	26,620,163	6.25%	+3,785,088	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	19,103,454	4.49%	+207,155	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	18,071,293	4.24%	+3,533,666	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	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	3,899,360	0.92%	+119,244	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	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	2,191,944	0.51%	+11,406	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	147,500	0.03%	+1,700	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6.4	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	77,416	0.02%	+1,078	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF Fund S000033831 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	23,743	0.01%	+4,289	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	DEPRINCE RACE & ZOLLO INC 13F CIK 1008894 · Registered investment adviser · Sep 30, 2026	17,071,622	4.01%	-4,611,969	Sep 30, 2026
8	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,190,860	3.80%	-3,772,088	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	6,713,485	1.58%	-2,160,418	Jun 30, 2026	MFS SERIES TRUST XI, not summed
8.2	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · May 31, 2026 MFS Series Trust X, not summed	3,233,698	0.76%	+272,805	May 31, 2026	MFS Series Trust X, not summed
8.3	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	2,367,914	0.56%	-240,386	May 31, 2026	MFS SERIES TRUST XIII, not summed
8.4	MFS Blended Research Small Cap Equity Fund Fund S000050659 · Registered fund · May 31, 2026 MFS SERIES TRUST X, not summed	667,144	0.16%	-25,836	May 31, 2026	MFS SERIES TRUST X, not summed
8.5	MFS Mid Cap Value Portfolio Fund S000018843 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	247,660	0.06%	-77,985	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
9	Rubric Capital Management LP 13F CIK 1687509 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,000,000	3.76%	+742,569	Jun 30, 2026	carried, not yet filed for the newest quarter
10	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,413,313	3.38%	-3,755,329	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	4,750,638	1.12%	-862,159	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.2	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	2,461,334	0.58%	+812,252	Jul 31, 2026	Dimensional ETF Trust, not summed
10.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,845,075	0.43%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,396,149	0.33%	-49,338	Jul 31, 2026	Dimensional ETF Trust, not summed
10.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,005,717	0.24%	+87,702	Jul 31, 2026	Dimensional ETF Trust, not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	13,424,154	3.15%	-30,202	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	VANGUARD WINDSOR FUND Fund S000004417 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	11,866,202	2.79%	0	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,320,955	2.66%	+3,714,712	Jun 30, 2026	carried, not yet filed for the newest quarter
14	COOPER CREEK PARTNERS MANAGEMENT LLC 13F CIK 1512162 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,521,504	2.47%	+10,521,504	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	9,739,509	2.29%	+76,271	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,121,138	2.14%	-417,807	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	404	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
17	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	8,787,822	2.06%	+542,590	Jun 30, 2026	carried, not yet filed for the newest quarter
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,702,366	1.57%	+663,944	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	2,030,751	0.48%	-923	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
18.2	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,900,316	0.45%	-18,415	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
18.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	1,045,230	0.25%	—	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
18.4	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	886,648	0.21%	-43,857	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
18.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	254,649	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,172,836	1.45%	+19,109	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,863,700	1.38%	-1,661,690	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	VANGUARD PRIMECAP FUND Fund S000002568 · Registered fund · Jun 30, 2026 VANGUARD CHESTER FUNDS, not summed	3,400,000	0.80%	-65,000	Jun 30, 2026	VANGUARD CHESTER FUNDS, not summed
20.2	VANGUARD PRIMECAP CORE FUND Fund S000002581 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	2,200,000	0.52%	-175,000	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
21	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,524,513	1.30%	+2,595,088	Jun 30, 2026	carried, not yet filed for the newest quarter
22	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,036,803	1.18%	+1,979,898	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	217,829	0.05%	—	Jun 30, 2026	Northern Funds, not summed
22.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	56,248	0.01%	-20,290	Jul 31, 2026	FlexShares Trust, not summed
22.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	39,921	0.01%	+1,959	Jun 30, 2026	Northern Funds, not summed
23	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,021,098	1.18%	+310,877	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	894,332	0.21%	+295,695	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
23.2	Tax-Managed U.S. Mid & Small Cap Fund Fund S000001571 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	691,908	0.16%	-361,812	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
23.3	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	215,404	0.05%	+127,334	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
23.4	Russell Investments U.S. Small Cap Equity ETF Fund S000089990 · Registered fund · Jun 30, 2026 Russell Investments Exchange Traded Funds, not summed	38,161	0.01%	+12,553	Jun 30, 2026	Russell Investments Exchange Traded Funds, not summed
24	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,886,735	1.15%	+212,516	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	FIL Ltd 13F CIK 318989 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,204,837	0.99%	+529,445	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD SELECTED VALUE FUND Fund S000004409 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	4,134,510	0.97%	0	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
27	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,871,571	0.91%	+1,833,440	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Columbia Flexible Capital Income Fund Fund S000033329 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	750,000	0.18%	0	May 31, 2026	Columbia Funds Series Trust II, not summed
27.2	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	625,768	0.15%	-41,486	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
27.3	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	613	0.00%	—	Jun 30, 2026	Columbia ETF Trust I, not summed
28	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,843,954	0.90%	-1,586	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	1,868,705	0.44%	-285,778	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
28.2	Invesco S&P Smallcap 600 Pure Value ETF Fund S000060800 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	801,234	0.19%	+13,807	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
28.3	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	506,583	0.12%	-61,850	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
28.4	Invesco Russell 1000 Equal Weight ETF Fund S000047524 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	104,271	0.02%	-5,349	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
28.5	Invesco Dorsey Wright Consumer Cyclicals Momentum ETF Fund S000013128 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	79,849	0.02%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
29	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,774,820	0.89%	-3,588,237	Jun 30, 2026	carried, not yet filed for the newest quarter
30	American Beacon Small Cap Value Fund Fund S000001818 · Registered fund · Jul 31, 2026 AMERICAN BEACON FUNDS, not summed	3,631,373	0.85%	+502,180	Jul 31, 2026	AMERICAN BEACON FUNDS, not summed
31	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,330,079	0.78%	+817,573	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	PIMCO RAE US Fund Fund S000048956 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	500,432	0.12%	+63,315	Jun 30, 2026	PIMCO Equity Series, not summed
31.2	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	463,838	0.11%	—	Jun 30, 2026	PIMCO Equity Series, not summed
31.3	PIMCO RAFI ESG U.S. ETF Fund S000066985 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	17,069	0.00%	-239	Jun 30, 2026	PIMCO Equity Series, not summed
31.4	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	2,089	0.00%	+276	Jun 30, 2026	PIMCO Equity Series, not summed
32	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,236,745	0.76%	+1,340,895	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	6,079	0.00%	-414	May 31, 2026	Goldman Sachs ETF Trust, not summed
32.2	Goldman Sachs JUST U.S. Large Cap Equity ETF Fund S000061377 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	5,309	0.00%	+308	May 31, 2026	Goldman Sachs ETF Trust, not summed
33	Peterson Christopher H Insider CIK 1558968 · May 16, 2026 Director, President & CEO, issuer-wide	2,974,478	0.70%	+152,774	May 16, 2026	Director, President & CEO, issuer-wide
34	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,813,958	0.66%	+212,448	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,464,932	0.58%	+350,897	Jun 30, 2026	carried, not yet filed for the newest quarter
36	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,373,018	0.56%	-37,815	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	813,438	0.19%	-100,000	Jun 30, 2026	Bridgeway Funds, Inc., not summed
37	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,334,473	0.55%	+2,296,473	Jun 30, 2026	carried, not yet filed for the newest quarter
38	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,053,617	0.48%	+21,677	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	313,056	0.07%	-16,449	Jul 31, 2026	Principal Funds, Inc, not summed
38.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	28,530	0.01%	—	Jul 31, 2026	Principal Funds, Inc, not summed
39	KING LUTHER CAPITAL MANAGEMENT CORP 13F CIK 310051 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,922,627	0.45%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Susquehanna Portfolio Strategies, LLC 13F CIK 1996449 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,696,864	0.40%	+865,969	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	1,688,652	0.40%	+48,103	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
42	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,641,797	0.39%	+1,249,993	Jun 30, 2026	carried, not yet filed for the newest quarter
43	NEW YORK STATE COMMON RETIREMENT FUND 13F CIK 810265 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,631,881	0.38%	+173,022	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	1,630,865	0.38%	+213,432	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
45	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,605,614	0.38%	+68,331	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	1,559,580	0.37%	+62,185	Jun 30, 2026	EA Series Trust, not summed
45.2	Research Affiliates Deletions ETF Fund S000086056 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	45,658	0.01%	+6,898	Jun 30, 2026	EA Series Trust, not summed
45.3	RACWI US ETF Fund S000093059 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	376	0.00%	+60	Jun 30, 2026	EA Series Trust, not summed
46	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,586,883	0.37%	+505,134	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	552,189	0.13%	+292,984	Jul 31, 2026	TIAA-CREF Funds, not summed
46.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	548,620	0.13%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
46.3	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	411,953	0.10%	-22,003	Jul 31, 2026	NuShares ETF Trust, not summed
46.4	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	6,890	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
46.5	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	5,777	0.00%	+5,698	Jun 30, 2026	TIAA-CREF Life Funds, not summed
47	QSM Asset Management Ltd 13F CIK 2058325 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,580,116	0.37%	+320,000	Jun 30, 2026	carried, not yet filed for the newest quarter
48	CastleKnight Management LP 13F CIK 1835751 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,575,000	0.37%	-126,900	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VANGUARD GLOBAL EQUITY FUND Fund S000002595 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	1,481,420	0.35%	0	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
50	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,459,734	0.34%	-39,979	Jun 30, 2026	carried, not yet filed for the newest quarter

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

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Key facts CIK 814453 CUSIP 651229106 13F (30d) 64 filings 63 filers Visit website Investor relations