PFS · Provident Financial Services Inc · Shareholders & Ownership

$23.23 +0.01 (+0.04%) At close · Oct 27 Q2 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.03B

130.42M

Volume · Oct 27 658.15K Avg daily vol (3M) 861.48K

Every disclosed holder of PFS 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 PFS

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)	322	97,568,706	74.81%	Yes
Insiders (Forms 3, 4, 5)	30	3,993,239	3.06%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	28,860,673	22.13%	Rest
Registered funds (N-PORT, not summed)	312	58,123,264	44.57%	No

Shares outstanding: 130,422,618, 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 PFS

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	19,244,342	14.76%	-78,760	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	7,677,859	5.89%	+169,813	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,198,603	2.45%	+222,176	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,120,800	0.86%	-53,793	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	1,099,942	0.84%	+168,994	Jun 30, 2026	iShares Trust, not summed
1.5	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · Aug 31, 2026 BlackRock Funds, not summed	238,876	0.18%	-65,944	Aug 31, 2026	BlackRock Funds, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,233,317	6.31%	+168,607	Jun 30, 2026	carried, not yet filed for the newest quarter
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,173,769	6.27%	+103,035	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	1,950,555	1.50%	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	904,191	0.69%	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	841,750	0.65%	-2,446	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	766,983	0.59%	+27,872	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	576,939	0.44%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	8,044,048	6.17%	+762,432	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,479,478	1.13%	+469,547	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	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	1,199,253	0.92%	+18,063	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	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	677,610	0.52%	-6,493	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	597,046	0.46%	-24,083	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	45,256	0.03%	+600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,644,266	4.33%	+35,332	Jun 30, 2026	carried, not yet filed for the newest quarter
6	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,291,092	3.29%	+704,900	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	48,604	0.04%	+3,389	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
6.2	Small Cap Dividend Fund Fund S000075489 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	31,802	0.02%	-16,922	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,936,864	3.02%	+3,810	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,492,733	2.68%	+171,226	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	3,162,144	2.42%	+552,673	May 31, 2026	American Century ETF Trust, not summed
10	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,101,027	2.38%	-2,685,628	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,842,817	2.18%	-21,558	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,296,256	1.76%	+2,254,968	Jun 30, 2026	carried, not yet filed for the newest quarter
13	SYSTEMATIC FINANCIAL MANAGEMENT LP 13F CIK 1085936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,871,847	1.44%	-84,901	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,798,508	1.38%	-23,426	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,617,668	1.24%	+2,984	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	617,978	0.47%	-7,573	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	315,033	0.24%	+32,411	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
15.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	306,680	0.24%	+19,818	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	80,277	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
15.5	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	79,555	0.06%	+3,473	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
16	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,561,575	1.20%	+30,394	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	5,072	0.00%	—	Jul 31, 2026	BNY Mellon ETF Trust, not summed
17	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,520,189	1.17%	+158,756	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	65,580	0.05%	+5,306	Jun 30, 2026	Northern Funds, not summed
17.2	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	56,462	0.04%	—	Jun 30, 2026	Northern Funds, not summed
17.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	21,949	0.02%	+1,074	Jul 31, 2026	FlexShares Trust, not summed
17.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	14,515	0.01%	-414	Jun 30, 2026	Northern Funds, not summed
18	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,490,595	1.14%	+39,004	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,248,945	0.96%	+22,822	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	396	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
20	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	991,376	0.76%	+44,751	Jun 30, 2026	carried, not yet filed for the newest quarter
21	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	984,585	0.75%	+31,573	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	327,131	0.25%	-15,500	Jun 30, 2026	Bridgeway Funds, Inc., not summed
21.2	Small-Cap Value Fund Fund S000004427 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	60,000	0.05%	+30,000	Jun 30, 2026	Bridgeway Funds, Inc., not summed
22	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	943,213	0.72%	+235,197	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	404,014	0.31%	+165,725	Jun 30, 2026	Victory Portfolios II, not summed
22.2	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	357,847	0.27%	+70,814	Jun 30, 2026	Victory Portfolios II, not summed
22.3	VictoryShares US Small Cap High Div Volatility Wtd ETF Fund S000049908 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	118,949	0.09%	-4,188	Jun 30, 2026	Victory Portfolios II, not summed
22.4	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	14,177	0.01%	+72	Jul 31, 2026	Victory Portfolios III, not summed
22.5	VictoryShares Hedged Equity Income ETF Fund S000085473 · Registered fund · Dec 31, 2025 Victory Portfolios II, not summed	1,993	0.00%	+89	Dec 31, 2025	Victory Portfolios II, not summed
23	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	927,908	0.71%	+5,974	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	551,345	0.42%	-10,920	Jul 31, 2026	TIAA-CREF Funds, not summed
23.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	167,422	0.13%	+12,298	Jul 31, 2026	TIAA-CREF Funds, not summed
23.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	148,248	0.11%	+75,617	Jul 31, 2026	TIAA-CREF Funds, not summed
23.4	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	11,454	0.01%	-285	Jun 30, 2026	TIAA-CREF Life Funds, not summed
23.5	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	2,474	0.00%	-124	Jun 30, 2026	TIAA Separate Account VA-1, not summed
24	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	915,473	0.70%	-14,960	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	49,297	0.04%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
24.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	36,098	0.03%	-2,386	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
24.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	8,769	0.01%	-1,795	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
25	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	862,001	0.66%	+16,424	Jun 30, 2026	carried, not yet filed for the newest quarter
26	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	846,719	0.65%	+19,453	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	214,467	0.16%	+22,898	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
26.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	111,381	0.09%	+5,126	Jul 31, 2026	Principal Funds, Inc, not summed
26.3	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	96,012	0.07%	-6,659	Jul 31, 2026	Principal Funds, Inc, not summed
27	MARTIN CHRISTOPHER P Insider CIK 1240495 · Feb 5, 2026 Director, Executive Chairman, issuer-wide	838,014	0.64%	-1,050	Feb 5, 2026	Director, Executive Chairman, issuer-wide
28	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	796,036	0.61%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
29	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	787,548	0.60%	+455,456	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Ledgewood Wealth Advisors, LLC 13F CIK 2064043 · Registered investment adviser · Sep 30, 2026	670,112	0.51%	-8,000	Sep 30, 2026
31	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	661,809	0.51%	+23,487	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
32	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	659,919	0.51%	+75,128	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	234,608	0.18%	+11,957	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
32.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	109,211	0.08%	-7,930	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
32.3	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	76,203	0.06%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
32.4	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	74,992	0.06%	+892	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
32.5	Invesco S&P Smallcap 600 Pure Value ETF Fund S000060800 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	29,654	0.02%	+510	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
33	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	624,797	0.48%	-381,925	Jun 30, 2026	carried, not yet filed for the newest quarter
34	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	622,218	0.48%	+5,090	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	161,772	0.12%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
34.2	Hotchkis & Wiley SMID Cap Diversified Value Fund Fund S000091359 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	469	0.00%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
35	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	601,921	0.46%	+17,073	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	597,454	0.46%	+17,073	Jun 30, 2026	EA Series Trust, not summed
35.2	Strive Small-Cap ETF Fund S000078019 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	4,467	0.00%	+80	Jun 30, 2026	EA Series Trust, not summed
36	SIMON QUICK ADVISORS, LLC 13F CIK 1692038 · Registered investment adviser · Sep 30, 2026	600,000	0.46%	0	Sep 30, 2026
37	LABOZZETTA ANTHONY J Insider CIK 1199807 · May 20, 2026 Director, President and CEO, issuer-wide	595,660	0.46%	+19,994	May 20, 2026	Director, President and CEO, issuer-wide
38	WisdomTree U.S. SmallCap Dividend Fund Fund S000012394 · Registered fund · Jun 30, 2026 WisdomTree Trust, not summed	591,343	0.45%	-576	Jun 30, 2026	WisdomTree Trust, not summed
39	Sound Income Strategies, LLC 13F CIK 1730960 · Registered investment adviser · Sep 30, 2026	582,875	0.45%	+12,968	Sep 30, 2026
40	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	521,393	0.40%	-103,255	Jun 30, 2026	carried, not yet filed for the newest quarter
41	JPMorgan Small Cap Blend Fund Fund S000002767 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	514,288	0.39%	+54,656	Jun 30, 2026	JPMorgan Trust I, not summed
42	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	511,759	0.39%	+9,723	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
43	SHARA THOMAS Insider CIK 1185280 · Sep 1, 2026 Director, Executive Vice Chairman, issuer-wide	474,564	0.36%	-56,166	Sep 1, 2026	Director, Executive Vice Chairman, issuer-wide
44	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	455,910	0.35%	+114,748	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · May 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	452,672	0.35%	+4,330	May 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
46	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	447,668	0.34%	-19,588	Jun 30, 2026	carried, not yet filed for the newest quarter
47	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	423,036	0.32%	+23,256	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	4,829	0.00%	0	Jun 30, 2026	AQR Funds, not summed
48	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	415,925	0.32%	-15,208	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,427,753	1.09%	+146,713	Jul 31, 2026	Fidelity Salem Street Trust, not summed
48.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	636,696	0.49%	-46,052	Aug 31, 2026	Fidelity Concord Street Trust, not summed
48.3	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	359,650	0.28%	-6,218	Jun 30, 2026	Fidelity Covington Trust, not summed
48.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	252,648	0.19%	-199	Aug 31, 2026	Fidelity Concord Street Trust, not summed
48.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	202,031	0.15%	+3,162	Aug 31, 2026	Fidelity Concord Street Trust, not summed
49	BASSWOOD CAPITAL MANAGEMENT, L.L.C. 13F CIK 1085393 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	414,090	0.32%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
50	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	394,410	0.30%	+25,422	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1178970 CUSIP 74386T105 13F (30d) 76 filings 72 filers Visit website Investor relations