PHIN · Phinia Inc. · Shareholders & Ownership

$58.11 +1.37 (+2.41%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.08B

36.64M

Volume · Oct 20 294.86K Avg daily vol (3M) 391.08K

Every disclosed holder of PHIN 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 PHIN

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)	391	37,706,709	102.92%	Yes
Insiders (Forms 3, 4, 5)	21	765,858	2.09%	Yes
13D/G-only blocks	2	1,722,161	4.70%	Yes
Remaining	—	3,556,640	-9.71%	Negative
Registered funds (N-PORT, not summed)	358	22,623,217	61.75%	No

Shares outstanding: 36,638,088, 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 PHIN

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	5,794,628	15.82%	+59,508	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	2,230,583	6.09%	-45,503	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	954,445	2.61%	+21,816	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	318,721	0.87%	-51,369	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	191,848	0.52%	—	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	161,153	0.44%	-165,749	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,538,124	6.93%	+25,421	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	2,361,225	6.44%	+24,726	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,361,225	6.44%	+176,021	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	491,254	1.34%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	323,061	0.88%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	280,048	0.76%	-378	Jul 31, 2026	Dimensional ETF Trust, not summed
3.5	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	216,817	0.59%	+6,042	Jul 31, 2026	Dimensional ETF Trust, not summed
4	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,276,933	6.21%	+261,893	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	598,601	1.63%	+23,715	Jul 31, 2026	Fidelity Capital Trust, not summed
4.2	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	584,074	1.59%	+29,074	Jul 31, 2026	Fidelity Securities Fund, not summed
4.3	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	406,579	1.11%	+29,891	Jul 31, 2026	Fidelity Salem Street Trust, not summed
4.4	Fidelity Series Small Cap Opportunities Fund Fund S000015587 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	299,561	0.82%	-79,553	Jul 31, 2026	Fidelity Securities Fund, not summed
4.5	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	253,102	0.69%	-82,332	Jun 30, 2026	Fidelity Covington Trust, not summed
5	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,817,953	4.96%	+154,533	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	1,603,644	4.38%	+80,635	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	340,630	0.93%	-2,134	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	192,493	0.53%	-6,022	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	13,300	0.04%	+100	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	9,518	0.03%	+80	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	5,385	0.01%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,603,382	4.38%	-7,855	Jun 30, 2026	carried, not yet filed for the newest quarter
8	FIFTHDELTA Ltd 13G CIK 1872766 · Exempt reporting adviser · Dec 31, 2023 Rule 13d-1(c), passive investor	1,521,655	4.15%	—	Dec 31, 2023	Rule 13d-1(c), passive investor
9	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	1,494,596	4.08%	+106,620	May 31, 2026	American Century ETF Trust, not summed
10	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,410,806	3.85%	+24,721	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	60,200	0.16%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
10.2	LSV Conservative Value Equity Fund Fund S000016708 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	2,040	0.01%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,225,366	3.34%	+55,490	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,114,855	3.04%	-5,906	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,055,326	2.88%	+40,834	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	297,789	0.81%	+60,447	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.2	Invesco Small Cap Growth Fund Fund S000000476 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	161,039	0.44%	-11,236	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
13.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	59,750	0.16%	-7,503	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
13.4	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	52,463	0.14%	-23,498	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.5	Invesco S&P Spin-Off ETF Fund S000060807 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	44,378	0.12%	-11,530	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
14	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	878,570	2.40%	+6,809	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	116,168	0.32%	-4,931	May 31, 2026	Goldman Sachs Trust, not summed
14.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	17,895	0.05%	+239	May 31, 2026	Goldman Sachs ETF Trust, not summed
14.3	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	5,375	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
14.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	3,726	0.01%	+2,544	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	807,642	2.20%	-23,944	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	772,668	2.11%	-26,363	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Victory Sycamore Small Company Opportunity Fund Fund S000000800 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	475,000	1.30%	+25,000	Jun 30, 2026	Victory Portfolios, not summed
16.2	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	91,237	0.25%	+1,559	Jun 30, 2026	Victory Portfolios II, not summed
16.3	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	37,987	0.10%	0	Jul 31, 2026	Victory Portfolios III, not summed
16.4	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	4,179	0.01%	-64	Jul 31, 2026	Victory Portfolios III, not summed
16.5	Victory Cornerstone Moderately Aggressive Fund Fund S000012926 · Registered fund · May 31, 2026 Victory Portfolios III, not summed	3,165	0.01%	-865	May 31, 2026	Victory Portfolios III, not summed
17	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	736,722	2.01%	+596,314	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	T. Rowe Price Small-Cap Value Fund, Inc. Fund S000002121 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed	296,382	0.81%	+87,282	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
17.2	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	250,000	0.68%	—	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
17.3	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	61,537	0.17%	+20,735	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
17.4	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	54,899	0.15%	+20,605	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
17.5	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	6,482	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
18	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	640,461	1.75%	+83,714	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	37	0.00%	0	Jul 31, 2026	E Trade Trust, 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	617,110	1.68%	-69,531	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	227,777	0.62%	-54,718	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	182,707	0.50%	-4,099	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	90,382	0.25%	+6,815	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	52,817	0.14%	-7,778	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	23,352	0.06%	+2,693	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20	ION Fund Management Ltd 13F CIK 2105906 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	547,684	1.49%	+37,684	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	510,935	1.39%	-17,917	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	508,601	1.39%	+152,871	Jun 30, 2026	carried, not yet filed for the newest quarter
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	470,411	1.28%	+16,802	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	18,857	0.05%	+1,011	Jun 30, 2026	Northern Funds, not summed
23.2	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	13,179	0.04%	0	Jun 30, 2026	Northern Funds, not summed
23.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	8,532	0.02%	-695	Jul 31, 2026	FlexShares Trust, not summed
23.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,585	0.01%	-103	Jun 30, 2026	Northern Funds, not summed
24	TEACHER RETIREMENT SYSTEM OF TEXAS 13F CIK 796848 · Pension or benefit plan · Jun 30, 2026 carried, not yet filed for the newest quarter	426,553	1.16%	+85,075	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	424,257	1.16%	+1,469	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	394,129	1.08%	-46,339	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Prevatt Capital Ltd 13F CIK 2009520 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	380,000	1.04%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	368,771	1.01%	-14,304	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Ericson Brady D Insider CIK 1529734 · Sep 18, 2026 Director, President and CEO, issuer-wide	330,835	0.90%	+338	Sep 18, 2026	Director, President and CEO, issuer-wide
30	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	322,014	0.88%	-11,683	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	104,000	0.28%	-15,000	Jun 30, 2026	Bridgeway Funds, Inc., not summed
30.2	Small-Cap Value Fund Fund S000004427 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	31,640	0.09%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
31	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	298,734	0.82%	+4,274	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Medina Value Partners, LLC 13F CIK 1843543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	298,155	0.81%	+34,733	Jun 30, 2026	carried, not yet filed for the newest quarter
33	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	286,937	0.78%	+204,913	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Old Westbury Small & Mid Cap Strategies Fund Fund S000001857 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	152,343	0.42%	+70,609	Jul 31, 2026	Old Westbury Funds Inc, not summed
33.2	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	10,727	0.03%	—	Jul 31, 2026	Old Westbury Funds Inc, not summed
34	Freestone Grove Partners LP 13F CIK 2007591 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	273,442	0.75%	+273,442	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	256,156	0.70%	+11,084	Jun 30, 2026	carried, not yet filed for the newest quarter
36	HEARTLAND ADVISORS INC 13F CIK 937394 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	252,333	0.69%	-5,000	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Heartland Value Fund Fund S000003523 · Registered fund · Jun 30, 2026 HEARTLAND GROUP INC., not summed	150,000	0.41%	0	Jun 30, 2026	HEARTLAND GROUP INC., not summed
36.2	Heartland Value Plus Fund Fund S000003524 · Registered fund · Jun 30, 2026 HEARTLAND GROUP INC., not summed	95,000	0.26%	-5,000	Jun 30, 2026	HEARTLAND GROUP INC., not summed
37	Voss Capital, LP 13F CIK 1730145 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	243,317	0.66%	-676,708	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	239,790	0.65%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
39	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	224,924	0.61%	-37,944	Jun 30, 2026	carried, not yet filed for the newest quarter
40	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	207,915	0.57%	-1,928	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	27,517	0.08%	+2,006	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
40.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	27,277	0.07%	-2,525	Jul 31, 2026	Principal Funds, Inc, not summed
40.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,794	0.00%	—	Jul 31, 2026	Principal Funds, Inc, not summed
40.4	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,073	0.00%	-159	Jul 31, 2026	Principal Funds, Inc, not summed
41	Millennium Management LLC 13G CIK 1319244 · Unknown · Mar 31, 2025 Rule 13d-1(c), passive investor	200,506	0.55%	-2,072,336	Mar 31, 2025	Rule 13d-1(c), passive investor
42	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	195,594	0.53%	+6,907	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
43	BANYAN CAPITAL MANAGEMENT, INC. 13F CIK 846600 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	189,567	0.52%	-65,956	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	187,685	0.51%	+3,317	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	186,374	0.51%	+3,317	Jun 30, 2026	EA Series Trust, not summed
44.2	Strive Small-Cap ETF Fund S000078019 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	1,311	0.00%	+24	Jun 30, 2026	EA Series Trust, not summed
45	JNL/Invesco Small Cap Growth Fund Fund S000001743 · Registered fund · Jun 30, 2026 JNL Series Trust, not summed	180,965	0.49%	+4,246	Jun 30, 2026	JNL Series Trust, not summed
46	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	178,382	0.49%	—	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
47	Engine Capital Management, LP 13F CIK 1665590 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	170,622	0.47%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	169,673	0.46%	-13,209	Jun 30, 2026	carried, not yet filed for the newest quarter
49	STOREBRAND ASSET MANAGEMENT AS 13F CIK 1685676 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	169,590	0.46%	-1,667	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	168,106	0.46%	-9,619	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Tax-Managed U.S. Mid & Small Cap Fund Fund S000001571 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	67,697	0.18%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
50.2	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	9,777	0.03%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
50.3	Tax-Managed U.S. Large Cap Fund Fund S000001570 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	8,939	0.02%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
50.4	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	2,526	0.01%	-2,275	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
50.5	Russell Investments U.S. Small Cap Equity ETF Fund S000089990 · Registered fund · Jun 30, 2026 Russell Investments Exchange Traded Funds, not summed	2,386	0.01%	+507	Jun 30, 2026	Russell Investments Exchange Traded Funds, not summed

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Key facts CIK 1968915 CUSIP 71880K101 13F (30d) 41 filings 41 filers Visit website Investor relations