PATK · Patrick Industries Inc · Shareholders & Ownership

$68.86 -1.41 (-2.01%) At close · Oct 23

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.21B

32.12M

Volume · Oct 23 562.19K Avg daily vol (3M) 562.04K

Every disclosed holder of PATK 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 PATK

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)	323	35,139,594	109.41%	Yes
Insiders (Forms 3, 4, 5)	21	1,426,575	4.44%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	4,447,905	-13.85%	Negative
Registered funds (N-PORT, not summed)	342	22,195,559	69.11%	No

Shares outstanding: 32,118,264, 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 PATK

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	5,003,334	15.58%	+238,798	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,981,858	6.17%	-16,281	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	833,728	2.60%	+36,769	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	177,830	0.55%	—	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	155,766	0.49%	-22,911	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	133,601	0.42%	+4,128	Jun 30, 2026	iShares Trust, not summed
2	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,312,882	13.43%	+731,555	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,363,514	13.59%	+500,412	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	767,696	2.39%	+382,290	Jul 31, 2026	Fidelity Securities Fund, not summed
2.3	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	504,950	1.57%	+124,000	Jul 31, 2026	Fidelity Capital Trust, not summed
2.4	Fidelity Value Fund Fund S000005455 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	454,559	1.42%	+35,300	Jul 31, 2026	Fidelity Capital Trust, not summed
2.5	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	364,442	1.13%	-489	Jul 31, 2026	Fidelity Puritan Trust, not summed
3	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	2,648,895	8.25%	+123,512	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
4	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,648,160	5.13%	+10,555	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.1	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,493,427	4.65%	+42,213	Jun 30, 2026	carried, not yet filed for the newest quarter
4.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	249,434	0.78%	+24,709	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	220,039	0.69%	+35,062	Jul 31, 2026	Dimensional ETF Trust, not summed
4.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	147,186	0.46%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.5	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	139,511	0.43%	+22,107	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,623,974	5.06%	-130,522	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,623,974	5.06%	-403,734	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,427,875	4.45%	-4,678	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,401,767	4.36%	+41,237	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,319,956	4.11%	+35,555	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	1,285,188	4.00%	+34,611	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	302,715	0.94%	+1,603	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	93,502	0.29%	-2,355	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.3	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	83,711	0.26%	+4,747	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	10,591	0.03%	-700	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9.5	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	8,651	0.03%	+1,135	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	993,252	3.09%	-9,360	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	863,601	2.69%	+46,704	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	829,389	2.58%	+54,993	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	811,006	2.53%	+106,283	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
14	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	725,530	2.26%	+81,238	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,191	0.00%	+64	Jul 31, 2026	BNY Mellon ETF Trust, not summed
15	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	584,285	1.82%	+382,035	Jun 30, 2026	carried, not yet filed for the newest quarter
16	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	582,841	1.81%	-63,668	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	558,064	1.74%	-381,761	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	222,033	0.69%	+45,052	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
17.2	Invesco Small Cap Equity Fund Fund S000000218 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	107,702	0.34%	0	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
17.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	49,678	0.15%	-1,994	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
17.4	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	38,211	0.12%	-417	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
17.5	Invesco V.I. Small Cap Equity Fund Fund S000000188 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	16,757	0.05%	+220	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
18	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	541,840	1.69%	+140,733	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	MFS New Discovery Fund Fund S000000765 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	142,294	0.44%	-52,245	May 31, 2026	MFS SERIES TRUST I, not summed
18.2	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	135,941	0.42%	-13,801	May 31, 2026	MFS SERIES TRUST XIII, not summed
18.3	MFS New Discovery Series Fund S000002680 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	63,696	0.20%	+11,959	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
18.4	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	3,643	0.01%	+1,138	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
18.5	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	1,105	0.00%	+288	Jul 31, 2026	MFS Series Trust XV, not summed
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	511,853	1.59%	+649	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	160,203	0.50%	-948	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	140,120	0.44%	-23,934	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	78,777	0.25%	+7,572	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	41,618	0.13%	+4,326	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	19,599	0.06%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	503,844	1.57%	+331,057	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Columbia Small Cap Value and Inflection Fund Fund S000010793 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	71,418	0.22%	0	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
20.2	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	49,673	0.15%	-3,293	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
20.3	Variable Portfolio - Partners Small Cap Growth Fund Fund S000028697 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	24,344	0.08%	+8,064	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
20.4	Columbia Variable Portfolio - Small Company Growth Fund Fund S000010658 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	23,430	0.07%	—	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
21	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	470,159	1.46%	+79,090	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	51,840	0.16%	-2,200	May 31, 2026	Goldman Sachs Trust, not summed
21.2	Goldman Sachs Small Cap Equity ETF Fund S000081978 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	24,266	0.08%	+7,597	May 31, 2026	Goldman Sachs ETF Trust, not summed
21.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	12,683	0.04%	-447	May 31, 2026	Goldman Sachs ETF Trust, not summed
21.4	Goldman Sachs Small/Mid Cap Equity Fund Fund S000044015 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	10,464	0.03%	0	May 31, 2026	Goldman Sachs Trust, not summed
21.5	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	7,053	0.02%	-895	Jul 31, 2026	Goldman Sachs Trust II, not summed
22	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	452,038	1.41%	-20,761	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	263,938	0.82%	+61,700	May 29, 2026	Delaware Group Equity Funds V, not summed
22.2	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	139,850	0.44%	+38,500	Jun 30, 2026	Delaware VIP Trust, not summed
22.3	Optimum Small-Mid Cap Growth Fund Fund S000002424 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	42,184	0.13%	-1,618	Jun 30, 2026	Optimum Fund Trust, not summed
23	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	440,325	1.37%	-180,933	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Putnam Small Cap Growth Fund Fund S000000777 · Registered fund · Jun 30, 2026 Putnam Funds Trust, not summed	273,380	0.85%	-73,665	Jun 30, 2026	Putnam Funds Trust, not summed
23.2	Putnam VT Small Cap Growth Fund Fund S000003883 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	3,932	0.01%	-815	Jun 30, 2026	Putnam Variable Trust, not summed
23.3	Franklin U.S. Small Cap Multifactor Index ETF Fund S000057202 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	1,869	0.01%	-45	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
24	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	420,255	1.31%	-29,969	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Loomis Sayles Small Cap Growth Fund Fund S000006705 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	227,376	0.71%	-24,463	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
25	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	417,459	1.30%	+18,973	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	16,426	0.05%	+1,250	Jun 30, 2026	Northern Funds, not summed
25.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,194	0.01%	-120	Jun 30, 2026	Northern Funds, not summed
25.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,171	0.01%	+104	Jul 31, 2026	FlexShares Trust, not summed
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	377,442	1.18%	+6,567	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	367,939	1.15%	-28,032	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	19	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
28	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	341,345	1.06%	-9,894	Jun 30, 2026	carried, not yet filed for the newest quarter
29	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	335,795	1.05%	-4,883	Jun 30, 2026	carried, not yet filed for the newest quarter
30	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	302,587	0.94%	+287,117	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Small Cap Core Fund Fund S000043450 · Registered fund · Jul 31, 2026 John Hancock Investment Trust, not summed	258,764	0.81%	—	Jul 31, 2026	John Hancock Investment Trust, not summed
30.2	John Hancock Multifactor Small Cap ETF Fund S000059464 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	8,932	0.03%	-858	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
31	NEMETH ANDY L Insider CIK 1209929 · May 5, 2026 Director, issuer-wide	287,745	0.90%	+10,000	May 5, 2026	Director, issuer-wide
32	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	285,316	0.89%	+49,203	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Kennedy Capital Small Cap Value Fund Fund S000076118 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	10,722	0.03%	+2,095	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
33	Columbia Small Cap Growth Fund Fund S000012073 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	260,619	0.81%	—	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
34	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	258,555	0.81%	+48,383	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Lodge Hill Capital, LLC 13F CIK 1598245 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	254,200	0.79%	+49,200	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	230,181	0.72%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
37	Bridge Builder Small/Mid Cap Value Fund Fund S000048337 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	224,827	0.70%	+34,943	Jun 30, 2026	Bridge Builder Trust, not summed
38	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	223,912	0.70%	-5,242	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	216,145	0.67%	+35,358	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Thrivent Small-Mid Cap Equity ETF Fund S000075337 · Registered fund · Jun 30, 2026 Thrivent ETF Trust, not summed	194,545	0.61%	+47,733	Jun 30, 2026	Thrivent ETF Trust, not summed
39.2	THRIVENT SMALL CAP INDEX PORTFOLIO Fund S000001446 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	21,600	0.07%	-611	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
40	Fiera Capital Corp 13F CIK 1505817 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	215,130	0.67%	-161,501	Jun 30, 2026	carried, not yet filed for the newest quarter
41	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	202,196	0.63%	+35,679	Sep 30, 2026
42	Rodino Jeffrey M Insider CIK 1491923 · May 28, 2026 President, issuer-wide	194,404	0.61%	-500	May 28, 2026	President, issuer-wide
43	WELCH M SCOTT Insider CIK 1189422 · Jun 10, 2026 Director, issuer-wide	192,758	0.60%	+100	Jun 10, 2026	Director, issuer-wide
44	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	191,921	0.60%	+13,465	Jun 30, 2026	carried, not yet filed for the newest quarter
45	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	191,157	0.60%	+11,514	Jun 30, 2026	carried, not yet filed for the newest quarter
46	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	189,658	0.59%	+3,387	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Old Westbury Small & Mid Cap Strategies Fund Fund S000001857 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	99,014	0.31%	+13,646	Jul 31, 2026	Old Westbury Funds Inc, not summed
46.2	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	7,438	0.02%	+2,073	Jul 31, 2026	Old Westbury Funds Inc, not summed
47	Cleveland Todd M Insider CIK 1407402 · May 14, 2026 Director, issuer-wide	186,236	0.58%	+1,594	May 14, 2026	Director, issuer-wide
48	BNY Mellon Small/Mid Cap Growth Fund Fund S000011499 · Registered fund · Jun 30, 2026 BNY Mellon Investment Funds I, not summed	185,730	0.58%	+5,019	Jun 30, 2026	BNY Mellon Investment Funds I, not summed
49	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	181,145	0.56%	-1,182	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	24,235	0.08%	-1,922	Jul 31, 2026	Principal Funds, Inc, not summed
49.2	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	21,181	0.07%	+1,534	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
49.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,228	0.00%	—	Jul 31, 2026	Principal Funds, Inc, not summed
49.4	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,179	0.00%	-873	Jul 31, 2026	Principal Funds, Inc, not summed
50	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	166,983	0.52%	+5,930	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed

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

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Key facts CIK 76605 CUSIP 703343103 13F (30d) 48 filings 48 filers Visit website Investor relations