PEBO · Peoples Bancorp Inc · Shareholders & Ownership

$38.19 +0.86 (+2.30%)

Russell 2000 member Rebalance outlook locked

Market Cap

$1.34B

35.94M

Volume · Oct 22 198.69K Avg daily vol (3M) 353.01K

Every disclosed holder of PEBO 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 PEBO

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	224	23,698,244	65.93%	Yes
Insiders (Forms 3, 4, 5)	22	1,317,111	3.66%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	10,926,960	30.40%	Rest
Registered funds (N-PORT, not summed)	208	11,757,023	32.71%	No

Shares outstanding: 35,942,315, the issuer's latest cover-page count restated onto today's split basis.

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 PEBO

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	3,335,413	9.28%	+259,801	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,013,720	2.82%	+148,277	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	347,507	0.97%	+50,591	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	119,457	0.33%	+31,056	Jun 30, 2026	iShares Trust, not summed
1.4	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	69,001	0.19%	-53,779	May 29, 2026	BlackRock Funds, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	66,667	0.19%	+8,453	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,273,452	6.33%	+3,318	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	528,465	1.47%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	299,601	0.83%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	215,497	0.60%	-209	Jul 31, 2026	Dimensional ETF Trust, not summed
2.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	202,905	0.56%	+7,332	Jul 31, 2026	Dimensional ETF Trust, not summed
2.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	161,310	0.45%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,052,253	5.71%	+159,723	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	322,751	0.90%	-1,429	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.2	State Street(R) SPDR(R) S&P(R) Global Dividend ETF Fund S000040740 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	87,649	0.24%	+7,162	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
3.3	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	27,732	0.08%	+43	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	12,414	0.03%	+400	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
3.5	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	900	0.00%	+82	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,529,301	4.25%	+39,611	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	VANGUARD CAPITAL MANAGEMENT LLC 13G CIK 2100119 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,796,793	5.00%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,095,934	3.05%	+64,270	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	16,804	0.05%	0	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,086,266	3.02%	+22,300	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	971,766	2.70%	+68,025	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	892,603	2.48%	+88,526	May 31, 2026	American Century ETF Trust, not summed
9	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	816,178	2.27%	-7,028	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Brown Advisory Small-Cap Fundamental Value Fund Fund S000038484 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	401,512	1.12%	-7,092	Jun 30, 2026	Brown Advisory Funds, not summed
10	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	793,248	2.21%	-65,062	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Invesco High Yield Equity Dividend AchieversTM ETF Fund S000003045 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	585,361	1.63%	-62,811	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
10.2	Invesco KBW High Dividend Yield Financial ETF Fund S000030361 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	155,481	0.43%	-14,441	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
10.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	31,077	0.09%	-200	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
10.4	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	3,980	0.01%	-2,908	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
10.5	Invesco Dividend AchieversTM ETF Fund S000003037 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,021	0.00%	+23	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11	PRIVATE MANAGEMENT GROUP INC 13F CIK 1142031 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	580,469	1.62%	-15,180	Jun 30, 2026	carried, not yet filed for the newest quarter
12	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	566,652	1.58%	+7,734	Jun 30, 2026	carried, not yet filed for the newest quarter
13	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	566,488	1.58%	+83,164	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Hogan W Glenn Insider CIK 1378490 · Sep 30, 2026 Director, issuer-wide	536,774	1.49%	+358	Sep 30, 2026	Director, issuer-wide
15	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	478,993	1.33%	-85,274	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Franklin Small Cap Value Fund Fund S000007356 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	249,342	0.69%	0	Jul 31, 2026	Franklin Value Investors Trust, not summed
15.2	Franklin Small Cap Value VIP Fund Fund S000007315 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	68,670	0.19%	-17,010	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
15.3	Franklin U.S. Small Cap Multifactor Index ETF Fund S000057202 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	2,268	0.01%	-42	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
16	PEOPLES BANK /OH 13F CIK 934866 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	443,563	1.23%	-55	Jun 30, 2026	carried, not yet filed for the newest quarter
17	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	408,886	1.14%	+20,060	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	374,032	1.04%	+162,001	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	61,408	0.17%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
18.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	9,856	0.03%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
18.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	9,326	0.03%	+124	May 31, 2026	Goldman Sachs ETF Trust, not summed
18.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	6,049	0.02%	+1,553	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
19	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	356,069	0.99%	+42,001	Jun 30, 2026	carried, not yet filed for the newest quarter
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	332,435	0.92%	+24,875	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	17,908	0.05%	+1,717	Jun 30, 2026	Northern Funds, not summed
20.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	5,022	0.01%	+248	Jul 31, 2026	FlexShares Trust, not summed
20.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,962	0.01%	-169	Jun 30, 2026	Northern Funds, not summed
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	298,790	0.83%	+8,832	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	167,183	0.47%	-2,616	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	86,903	0.24%	+10,829	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	22,771	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	20,702	0.06%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	298,660	0.83%	+1,800	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	75,900	0.21%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
23	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	279,682	0.78%	+10,408	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	107,270	0.30%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
24	JAMES BROOKE WILLIAMS Insider CIK 1007433 · Sep 30, 2026 Director, issuer-wide	266,856	0.74%	+358	Sep 30, 2026	Director, issuer-wide
25	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	265,067	0.74%	+7,448	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Wealth Preservation Advisors, LLC 13F CIK 1968434 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	258,803	0.72%	+258,803	Jun 30, 2026	carried, not yet filed for the newest quarter
27	SEGALL BRYANT & HAMILL, LLC 13F CIK 1006378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	250,239	0.70%	-9,604	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	SBH SMALL CAP VALUE FUND Fund S000065432 · Registered fund · Jun 30, 2026 Segall Bryant & Hamill Trust, not summed	55,099	0.15%	0	Jun 30, 2026	Segall Bryant & Hamill Trust, not summed
28	CSM Advisors, LLC 13F CIK 1863523 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	239,462	0.67%	+79,352	Jun 30, 2026	carried, not yet filed for the newest quarter
29	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	235,998	0.66%	+12,356	Jun 30, 2026	carried, not yet filed for the newest quarter
30	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	218,964	0.61%	-1,553	Jun 30, 2026	carried, not yet filed for the newest quarter
31	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	204,524	0.57%	+2,557	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	68,133	0.19%	-16,352	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
31.2	First Trust Small Cap Value AlphaDEX Fund Fund S000031807 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	18,315	0.05%	-1,133	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
31.3	First Trust NASDAQ ABA Community Bank Index Fund Fund S000026211 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	12,663	0.04%	0	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
31.4	First Trust Multi Cap Value AlphaDEX Fund Fund S000017342 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	3,168	0.01%	+143	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
32	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	189,378	0.53%	-9,543	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	ProShares Russell 2000 Dividend Growers ETF Fund S000047885 · Registered fund · May 31, 2026 ProShares Trust, not summed	195,295	0.54%	-1,905	May 31, 2026	ProShares Trust, not summed
32.2	ProShares Russell 2000 High Income ETF Fund S000087688 · Registered fund · May 31, 2026 ProShares Trust, not summed	1,642	0.00%	+132	May 31, 2026	ProShares Trust, not summed
32.3	ProShares UltraPro Russell2000 Fund S000024921 · Registered fund · May 31, 2026 ProShares Trust, not summed	1,303	0.00%	-845	May 31, 2026	ProShares Trust, not summed
32.4	ProShares Ultra Russell2000 Fund S000014248 · Registered fund · May 31, 2026 ProShares Trust, not summed	1,284	0.00%	-878	May 31, 2026	ProShares Trust, not summed
32.5	ProShares Hedge Replication ETF Fund S000031041 · Registered fund · May 31, 2026 ProShares Trust, not summed	33	0.00%	-3	May 31, 2026	ProShares Trust, not summed
33	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	179,113	0.50%	+6,307	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
34	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	172,412	0.48%	+10,408	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	172,412	0.48%	+10,408	Jun 30, 2026	EA Series Trust, not summed
35	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	168,626	0.47%	+8,217	Jun 30, 2026	carried, not yet filed for the newest quarter
36	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	168,297	0.47%	+153,478	Jun 30, 2026	carried, not yet filed for the newest quarter
37	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	136,094	0.38%	+2,978	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	53,582	0.15%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
38	O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13F CIK 1423442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	134,083	0.37%	+35,984	Jun 30, 2026	carried, not yet filed for the newest quarter
39	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	123,197	0.34%	-16,505	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	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
40	COMMUNITY TRUST & INVESTMENT CO 13F CIK 1047142 · Unknown · Sep 30, 2026	104,549	0.29%	-64,946	Sep 30, 2026
41	SULERZYSKI CHARLES W Insider CIK 1517463 · Nov 18, 2024 Director, President and CEO, issuer-wide	102,736	0.29%	-7,249	Nov 18, 2024	Director, President and CEO, issuer-wide
42	WisdomTree U.S. SmallCap Dividend Fund Fund S000012394 · Registered fund · Jun 30, 2026 WisdomTree Trust, not summed	102,244	0.28%	-475	Jun 30, 2026	WisdomTree Trust, not summed
43	Ategra Capital Management, LLC 13F CIK 1741369 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	89,292	0.25%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	87,378	0.24%	-51,366	Jun 30, 2026	carried, not yet filed for the newest quarter
45	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	82,035	0.23%	+4,629	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Creative Planning 13F CIK 1540235 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	81,617	0.23%	+8,507	Jun 30, 2026	carried, not yet filed for the newest quarter
47	State of New Jersey Common Pension Fund D 13F CIK 1483066 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	80,085	0.22%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Polaris Capital Management, LLC 13F CIK 1316926 · Registered investment adviser · Sep 30, 2026	79,800	0.22%	0	Sep 30, 2026
49	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	79,471	0.22%	-17,770	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Avantis U.S. Small Cap Equity ETF Fund S000074835 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	78,218	0.22%	+1,243	May 31, 2026	American Century ETF Trust, not summed

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

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 318300 CUSIP 709789101 13F (30d) 30 filings 30 filers Visit website Investor relations